Lemonade, Inc. filings document operating results, governance, and capital-structure matters for its digital insurance business. Form 8-K reports furnish shareholder letters covering insurance operating metrics, financial condition, underwriting performance, profitability measures, and cash-flow disclosures.
The company's proxy materials address board and executive compensation matters, including equity-award and pay-versus-performance disclosures. Its SEC record also includes capital-structure and security-status filings related to warrants to purchase common stock, including exchange suspension, expiration, and Form 25 removal from listing and registration on NYSE American.
Angelidis-Smith Maria reported acquisition or exercise transactions in this Form 4 filing.
Lemonade, Inc. director Maria Angelidis-Smith reported a new equity award and updated her share holdings. She received an award of 2,848 restricted stock units of common stock for no cash payment. These units will vest on the earlier of the day immediately preceding the first annual meeting following the grant date or on June 3, 2027, and each unit represents one share of common stock.
After the award, she holds 17,744 shares of common stock directly and 38,944 shares indirectly through the Smith Family Trust, where she serves as co-trustee with voting and dispositive control over the trust’s shares.
Lemonade, Inc. reported the results of its annual stockholder meeting. Holders of 53,866,520 common shares, representing 70.12% of voting power as of the April 9, 2026 record date, were present or represented by proxy.
Stockholders elected Michael Eisenberg and Debra Schwartz as Class III directors, to serve until the 2029 annual meeting and until their successors are duly elected and qualified. They also ratified the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, and approved the compensation of the company’s named executive officers on an advisory, non-binding basis.
John S. Peters reported dispositions of Common Stock related to restricted‑stock vesting and a Form 144 sale notice. The filing lists 3,608 shares tied to restricted stock vesting on 06/01/2026 and a Form 144 entry dated 06/04/2026 showing $191,007.52 for 3,608 shares through Fidelity Brokerage Services LLC. The filing also discloses prior sales in the past three months: 3,571 shares on 03/04/2026 for $187,477.50 and 1,735 shares on 06/03/2026 for $92,255.50.
LMND submission reports a Rule 144 notice for proposed resale of common stock tied to restricted stock vesting. The filing lists a planned sale of 1,735 shares dated 06/01/2026 and prior officer dispositions of 1,773 and 3,571 shares in March 2026.
LMND filed a Form 144 reporting an intended sale of 1,220 shares of Common Stock tied to a restricted stock vesting event dated 06/01/2026. The filing also shows a prior sale of 223 shares on 03/03/2026 by Maya Prosor.
Issuer filed a Form 144 notice reporting proposed sale of Common stock tied to restricted stock vesting. The notice lists 2,227 shares with a transaction date of 06/01/2026 described as Restricted Stock Vesting. The filing also records a prior sale by Timothy E. Bixby of 2,135 shares on 03/03/2026.
Lemonade, Inc. reported strong top-line growth but remained unprofitable for the quarter ended March 31, 2026. Total revenue rose to $258.0M, up from $151.2M a year earlier, driven mainly by higher net earned premium of $212.6M versus $104.3M and increased gross earned premium of $306.2M.
The company’s net loss improved to $35.8M from $62.4M, and net loss per share narrowed to $0.47 from $0.86. Customers grew to 3.14M, with in force premium reaching $1,333.2M and premium per customer rising to $424. Gross loss and net loss ratios declined to 62% and 63%, respectively, reflecting better underwriting outcomes.
Lemonade ended the quarter with $386.5M in cash, cash equivalents and restricted cash and $751.3M in investments. Borrowings under its growth-focused Customer Investment Agreement rose to $179.6M, generating interest expense of $6.2M. Adjusted EBITDA loss narrowed to $17.1M from $47.0M, while stock-based compensation increased to $21.2M.
Lemonade, Inc. reported strong Q1 2026 growth with revenue of $258.0 million, up 71% year over year, driven by higher gross earned premium and increased premium retention.
In Force Premium reached $1.33 billion, up 32%, and customers grew 23% to 3.14 million. Gross profit rose to $100.1 million, a 159% increase, lifting gross margin to 39%. Net loss narrowed to ($35.8) million from ($62.4) million, while Adjusted EBITDA loss improved to ($17.1) million from ($47.0) million.
Adjusted free cash flow swung to a positive $17.4 million from ($31.0) million and cash, cash equivalents and investments totaled $1.14 billion. Guidance for 2026 calls for IFP of $1.63–$1.64 billion, revenue of $1.20 billion, and continued progress toward positive Adjusted EBITDA in Q4 2026.
Lemonade, Inc. is asking stockholders to vote at its virtual 2026 Annual Meeting on June 3, 2026. Investors will elect two Class III directors, Michael Eisenberg and Debra Schwartz, ratify Ernst & Young LLP as auditor for 2026, and approve an advisory say‑on‑pay for named executives.
As of April 9, 2026, there were 76,818,039 common shares outstanding, each with one vote. The proxy highlights 2025 operating trends: gross written premium rose to $1,171.3 million, revenue to $737.9 million, and net loss narrowed to $165.5 million. About 88% of executive target pay is equity-based.
Lemonade, Inc. director Maria Angelidis-Smith reported open-market purchases of company stock. On March 10, 2026, she bought 3,350 shares of common stock at $55.30 per share in her direct account, bringing her direct holdings to 14,896 shares.
On the same date, Smith Family Trust, for which she serves as co-trustee with voting and dispositive control, purchased an additional 5,390 shares at $55.70 per share, increasing that trust’s holdings to 38,944 shares. The amended Form 4 corrects the transaction code to reflect these were open-market purchases.