Bruce Lucas - 17 Jun 2025 Form 3 Insider Report for Slide Insurance Holdings, Inc. (SLDE)

Role
Chief Executive Officer, Director, 10%+ Owner
Signature
/s/ Jesse Schalk, Attorney-in-Fact for Bruce Lucas
Issuer symbol
SLDE
Transactions as of
17 Jun 2025
Transactions value $
$0
Form type
3
Filing time
17 Jun 2025, 17:29:17 UTC
Next filing
24 Jun 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Lucas Bruce Chief Executive Officer, Director, 10%+ Owner C/O SLIDE INSURANCE HOLDINGS, INC.,, 4221 W. BOY SCOUT BLVD., SUITE 200, TAMPA /s/ Jesse Schalk, Attorney-in-Fact for Bruce Lucas 17 Jun 2025 0001552968

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding SLDE Common Stock 115K 17 Jun 2025 Direct F1
holding SLDE Common Stock 2.48M 17 Jun 2025 By Bruce Lucas Irrevocable Grantor Retained Annuity Trust of 2014 F1
holding SLDE Common Stock 39.9M 17 Jun 2025 By IIM Holdings II, LLC F1, F2
holding SLDE Common Stock 115K 17 Jun 2025 By spouse F1, F3
holding SLDE Common Stock 1.65M 17 Jun 2025 By spouse F1, F4
holding SLDE Common Stock 1.93M 17 Jun 2025 By spouse F1, F5
holding SLDE Common Stock 1.93M 17 Jun 2025 By spouse F1, F6

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
holding SLDE Restricted Stock Units 17 Jun 2025 Common Stock 435K Direct F7
holding SLDE Stock Option (right to buy) 17 Jun 2025 Common Stock 1.65M $0.01 Direct F8, F9
holding SLDE Stock Option (right to buy) 17 Jun 2025 Common Stock 1.93M $0.01 Direct F9, F10
holding SLDE Stock Option (right to buy) 17 Jun 2025 Common Stock 550K $0.79 Direct F9, F11
holding SLDE Stock Option (right to buy) 17 Jun 2025 Common Stock 2.75M $1.38 Direct F9, F12
holding SLDE Series A Preferred Stock 17 Jun 2025 Common Stock 929K Direct F13
holding SLDE Series A Preferred Stock 17 Jun 2025 Common Stock 101K By Bruce Lucas Irrevocable Grantor Retained Annuity Trust of 2014 F13
holding SLDE Restricted Stock Units 17 Jun 2025 Common Stock 435K By spouse F14, F15
holding SLDE Stock Option (right to buy) 17 Jun 2025 Common Stock 330K $0.01 By spouse F9, F15, F16
holding SLDE Stock Option (right to buy) 17 Jun 2025 Common Stock 275K $0.79 By spouse F9, F15, F17
holding SLDE Stock Option (right to buy) 17 Jun 2025 Common Stock 550K $1.38 By spouse F9, F15, F18
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The number of shares of common stock reported gives effect to the 5.5-to-1 forward stock split, which will occur upon the closing of the issuer's initial public offering.
F2 The securities reported herein are held by IIM Holdings II, LLC, which is an entity controlled by the reporting person. 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.
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 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.
F4 Represent shares of common stock beneficially owned by the reporting person's spouse through Securus Risk Management LLC. 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.
F5 Represent shares of common stock beneficially owned by the reporting person's spouse through Emma Cloonen Irrevocable Trust. 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 of common stock beneficially owned by the reporting person's spouse through Ava Cloonen Irrevocable Trust. 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. 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. The number of underlying shares of common stock reported gives effect to the 5.5-to-1 forward stock split, which will occur upon the closing of the issuer's initial public offering.
F8 Include 1,512,500 shares underlying the portion of the option that is vested and exercisable. The remaining portion of the option vests in equal monthly installments through September 13, 2025, subject to the reporting person's continued employment or service through each applicable vesting date.
F9 The number of shares of common stock underlying stock options and the applicable exercise price give effect to the 5.5-to-1 forward stock split, which will occur upon the closing of the issuer's initial public offering.
F10 Represent vested portion of the option that vests upon the achievement of the applicable performance goals.
F11 The option vested on December 25, 2023 upon the achievement of the applicable performance goals.
F12 Represent vested portion of the option that vests upon the achievement of the applicable performance goals.
F13 The Series A Preferred Stock is convertible into the issuer's common stock on a one-for-one basis and has no expiration date. All Series A Preferred Stock will be automatically converted into shares of common stock upon the closing of the issuer's initial public offering. The number of underlying shares of common stock reported gives effect to the 5.5-to-1 forward stock split, which will occur upon the closing of the issuer's initial public offering.
F14 Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the recipient's continued employment or service through each applicable vesting date. The number of underlying shares of common stock reported gives effect to the 5.5-to-1 forward stock split, which will occur upon the closing of the issuer's initial public offering.
F15 Represent securities beneficially owned by the reporting person's spouse. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of all of the reported securities for purposes of Section 16 or for any other purpose.
F16 The option vests 25% on September 13, 2022 and in equal monthly installments thereafter ending on September 13, 2025, subject to the reporting person's continued employment or service through each applicable vesting date.
F17 The option vested on December 25, 2023 upon the achievement of applicable performance goals.
F18 Represent vested portion of the option that vests upon the achievement of applicable performance goals.