Slide Insurance Holdings, Inc.·4

Jul 2, 4:06 PM ET

Lucas Shannon 4

4 · Slide Insurance Holdings, Inc. · Filed Jul 2, 2026

Research Summary

AI-generated summary of this filing

Updated

Slide Insurance (SLDE) 10% Owner Lucas Shannon Receives RSUs

What Happened

  • Lucas Shannon (reported as a 10% owner) had 22,918 restricted stock units (RSUs) vest and convert into common stock on June 30, 2026. The reported conversion price was $0.00 (these were awards, not market purchases).
  • Of the 22,918 vested shares, 9,019 shares were withheld/disposed to cover tax liability at $19.37 per share, totaling $174,698. The gross value of the vested shares at $19.37 is about $443,922, leaving a net delivery of approximately 13,899 shares.

Key Details

  • Transaction date: June 30, 2026 (Form 4 filed July 2, 2026).
  • Transactions reported: conversion/vesting of RSUs (code M) resulting in acquisition of 22,918 shares; withholding/payment of 9,019 shares for taxes (code F) at $19.37/share = $174,698.
  • Net shares delivered after withholding: ~13,899.
  • Notable footnotes: shares are reported as held by the reporting person’s spouse and entities (Securus Risk Management LLC, IIM Holdings II, LLC, Emma Cloonen Irrevocable Trust, Ava Cloonen Irrevocable Trust); the reporting person disclaims beneficial ownership except to the extent of a pecuniary interest.
  • Vesting detail: each RSU equals one share (F7); the RSUs vest monthly over 24 installments from Jan 1, 2025 through Dec 31, 2026 (F8).
  • Filing: Form 4 was filed on July 2, 2026 (reflects the June 30 vesting).

Context

  • This was a vesting/award event (RSUs converting to shares) rather than an open-market buy or sale by the insider. The withholding of shares for taxes is a routine disposition to satisfy tax obligations (coded F).
  • As a reported 10% owner with holdings reported through spouse and affiliated entities, the filing reflects institutional/family ownership structure; the reporting person disclaims beneficial ownership of many of the reported shares except for pecuniary interest.

Insider Transaction Report

Form 4
Period: 2026-06-30
Lucas Shannon
DirectorPresident & COO10% Owner
Transactions
  • Exercise/Conversion

    Common Stock

    2026-06-30+22,918256,818 total
  • Tax Payment

    Common Stock

    2026-06-30$19.37/sh9,019$174,698247,799 total
  • Exercise/Conversion

    Common Stock

    [F2][F3]
    2026-06-30+22,9181,179,244 total(indirect: By Spouse)
  • Exercise/Conversion

    Restricted Stock Unit

    [F7][F8]
    2026-06-3022,918139,470 total
    Common Stock (22,918 underlying)
  • Exercise/Conversion

    Restricted Stock Unit

    [F7][F8][F3]
    2026-06-3022,918139,470 total(indirect: By Spouse)
    Common Stock (22,918 underlying)
Holdings
  • Common Stock

    [F1]
    (indirect: By LLC)
    1,118,756
  • Common Stock

    [F4]
    (indirect: By Spouse)
    34,506,199
  • Common Stock

    [F5]
    (indirect: By Spouse)
    1,925,000
  • Common Stock

    [F6]
    (indirect: By Spouse)
    1,925,000
Footnotes (8)
  • [F1]The securities reported herein are held by Securus Risk Management LLC, which is an entity controlled by the Reporting Person. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
  • [F2]The amount shown reflects the amount owned by the Reporting Person's spouse after the vesting of 22,918 restricted stock units on June 30, 2026 and the withholding of 9,019 shares of common stock for the payment of the tax liability associated therewith.
  • [F3]Represent shares of common stock beneficially owned by the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
  • [F4]Represent shares of common stock beneficially owned by the Reporting Person's spouse through IIM Holdings II, LLC. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
  • [F5]Represent shares held through the Emma Cloonen Irrevocable Trust, of which the Reporting Person's spouse is the trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
  • [F6]Represent shares held through the Ava Cloonen Irrevocable Trust, of which the Reporting Person's spouse is the trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
  • [F7]Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock.
  • [F8]These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the Reporting Person's continued employment or service through each applicable vesting date.
Signature
/s/ Andy Omiridis, Attorney-in-Fact for Shannon Lucas|2026-07-02

Documents

1 file
  • 4
    ownership.xmlPrimary

    4