Axogen, Inc. (AXGN)

Insider Trading Filed: 2026-05-08

Key Insights

Sales VP Doris Quackenbush sold 3,878 shares of AXGN on 05/07/2026 at a weighted average price of $43.507, reducing her direct ownership from approximately 96,294 shares to 92,416 shares.
The sale was executed across multiple transactions within a narrow price range ($43.50-$44.00), suggesting a planned, deliberate disposition rather than panic selling, which is typical for officers managing their portfolio.
Following this transaction, Quackenbush retains a substantial direct shareholding of 92,416 shares, indicating continued confidence in the company despite the partial liquidation.

Insider Trading Filed: 2026-05-08

Key Insights

CFO Lindsey Hartley exercised 5,463 stock options on 05/07/2026 at strike prices of $8.20 and $8.27, indicating confidence in the company's near-term prospects given the current stock price of $43.67.
Immediately following option exercises, the insider sold 1,051 shares at $43.67, netting approximately $45,900 in proceeds—a classic sell-to-cover pattern to fund tax obligations from option exercises rather than signaling loss of confidence.
The two separate option grants show different vesting schedules, with the 2,500-share tranche fully vested as of March 2026 and the 2,963-share tranche on a 4-year schedule with 50% cliff vesting—typical equity compensation structure for CFO-level executives.
Post-transaction beneficial ownership stands at approximately 65,146 shares held directly, representing a modest net increase despite the sell activity, suggesting the insider is maintaining substantial equity exposure to the company.

Insider Trading Filed: 2026-05-08

Key Insights

Chief Marketing Officer Jens Kemp sold 4,000 shares of AXGN on 05/07/2026 at a weighted average price of $43.44, reducing his direct beneficial ownership from approximately 76,451 to 72,451 shares.
The sale was executed through multiple transactions within a narrow price range ($43.44-$43.45), suggesting a planned or systematic disposition rather than opportunistic selling at market fluctuations.
As a C-suite executive (CMO), this insider sale could indicate either portfolio rebalancing or potential concerns about near-term company prospects, though the modest sale size (4,000 shares) suggests routine position management rather than significant confidence loss.
The officer retains substantial direct ownership of 72,451 shares post-transaction, indicating continued meaningful financial alignment with the company's performance.

Insider Trading Filed: 2026-05-08

Key Insights

Director Kathy Weiler executed a same-day exercise-and-sell transaction, exercising 16,344 stock options at $6.95 and immediately selling all shares at an average price of $44.09, suggesting confidence in current valuation but no conviction to hold.
The significant spread between exercise price ($6.95) and sale price ($44.09) represents a ~535% gain, indicating substantial stock appreciation since the options were granted, though the immediate liquidation limits insider confidence signals.
Weiler received 16,344 options as a board director grant vesting over three years starting December 2024, with 27,307 options remaining in her beneficial ownership, showing ongoing equity incentive alignment with the company.

Insider Trading Filed: 2026-05-08

Key Insights

Director John Johnson exercised 11,050 stock options at $7.04 per share on 05/07/2026, immediately selling all shares at a weighted average price of $43.255, realizing a gain of approximately $399,000 or 515% return
The immediate sale of all exercised shares (same-day exercise and sell-off) suggests opportunistic profit-taking rather than confidence in future stock appreciation, which is a neutral to slightly negative signal
Johnson's options were fully vested as of June 6, 2025, indicating this was a planned transaction executing a vested position rather than an unexpected or emergency sale

Current Report Filed: 2026-04-28

Key Insights

Axogen announced Q1 2026 financial results on April 28, 2026, indicating the company is actively communicating earnings performance to investors through standard disclosure channels.
The company furnished investor presentations including a Q1 2026 financial results presentation and updated corporate presentation, suggesting management is preparing materials for analyst and investor engagement.
All exhibits (earnings release, financial presentations, and corporate materials) were furnished but not filed, meaning they are not subject to Section 18 liability and should not be incorporated into future filings without express reference.

Quarterly Report Filed: 2026-04-28

Key Insights

The filing shows Q1 2026 results for a medical device company with active debt management, including derivative liabilities tracked at Level 3 fair value measurements, suggesting complex financing arrangements that warrant investor scrutiny.
Recent equity offerings were completed in January 2026 (underwriting agreement from 1/23-2/23), indicating capital raising activity and potential dilution to existing shareholders that should be evaluated in context of cash position and burn rate.
The company maintains significant intangible assets including patents, trademarks, and licensed agreements across its portfolio, reflecting reliance on intellectual property for competitive positioning in the peripheral nerve repair market.
Lease obligations and facility holdings (including real estate in Alachua via Progress Park Buildings LLC) suggest operational infrastructure investments, though the capital intensity and real estate strategy's impact on cash flow requires further analysis.

Insider Trading Filed: 2026-03-18

Key Insights

Lindsey Hartley, the CFO of Axogen Inc. (AXGN), exercised 9,000 restricted stock units (RSUs) on March 16, 2026, with 4,000 shares vesting and 5,000 shares vesting.
Hartley sold 3,542 shares to cover tax withholding obligations, indicating a partial liquidation of her equity holdings.
Hartley's remaining direct ownership stands at 60,734 shares, suggesting she continues to maintain a significant stake in the company.

Insider Trading Filed: 2026-03-18

Key Insights

The reporting person, Erick DeVinney, is the Chief Innovation Officer of Axogen, Inc. and has acquired and disposed of common stock through the vesting and net settlement of restricted stock units.
DeVinney has acquired a total of 17,938 shares of common stock through the vesting of restricted stock units, and has sold 5,221 shares to cover tax withholding obligations.
The total number of shares beneficially owned by DeVinney following the reported transactions is 262,781 shares of Axogen, Inc. common stock.

Insider Trading Filed: 2026-02-27

Key Insights

Michael D. Dale, the Chief Executive Officer of Axogen, Inc., has been granted 98,000 restricted stock units (RSUs) that will vest over a 4-year period.
The RSUs are intended to provide long-term incentives and align the CEO's interests with those of Axogen's shareholders.
The vesting schedule indicates that the CEO's equity ownership in the company will increase gradually, with 50% of the shares vesting after 2 years and the remaining 50% vesting in the following 2 years.

Insider Trading Filed: 2026-02-27

Key Insights

The reporting person, Lindsey Hartley, acquired 17,453 shares of Axogen, Inc. common stock on February 26, 2026, likely through the vesting of performance-based restricted stock units.
Hartley also had 6,630 shares withheld by the company to satisfy tax obligations, indicating a net increase in her direct ownership of Axogen shares.
Hartley was granted an additional 23,000 restricted stock units, which will vest over the next 4 years, further aligning her interests with those of Axogen shareholders.

Current Report Filed: 2026-02-24

Key Insights

Axogen, Inc. announced its Q4 2025 financial results, providing investors with an update on the company's recent performance.
The company posted its financial presentation to its website, indicating it may use the information in conversations with analysts and investors.
Axogen's SEC filing includes standard boilerplate language around the treatment of the financial information and exhibits.

Annual Report Filed: 2026-02-24

Key Insights

The filing indicates that Axogen, Inc. has been investing significantly in research and development, which could lead to future product innovations and growth opportunities.
The company has non-current lease liabilities on its balance sheet, suggesting it is expanding its facilities and operations.
Axogen has a mix of cash, money market funds, and US Treasury securities, indicating a strong liquidity position to fund its ongoing business.

Insider Trading Filed: 2026-02-24

Key Insights

Lindsey Hartley, the CFO of Axogen Inc., acquired 17,500 shares of the company's common stock on February 22, 2026, indicating continued confidence in the company's future prospects.
The reporting person also had 6,704 shares withheld by the issuer to cover tax withholding obligations upon the vesting of restricted stock units, suggesting a potential long-term focus on the company's performance.
The total number of shares beneficially owned by the CFO following the reported transaction is 44,453, demonstrating a significant personal investment in the company.

Current Report Filed: 2026-01-23

Key Insights

Axogen, Inc. announced a public offering of 4 million shares of its common stock at $31 per share, raising approximately $124 million in gross proceeds.
The company plans to use a significant portion of the net proceeds to pay off its existing $69.7 million credit facility with Oberland Capital.
The timing and completion of the public offering and credit facility payoff suggest Axogen is seeking to strengthen its financial position and reduce its debt burden.

Current Report Filed: 2026-01-12

Key Insights

Axogen, Inc. (AXGN) issued a press release on January 12, 2026, providing preliminary, unaudited financial results for Q4 and full-year 2025.
The company also posted an updated corporate presentation to its website, which it may use in discussions with analysts, investors, and others.
The filing indicates Axogen, Inc. is continuing to provide transparency and regular updates to the market on its financial performance and business developments.

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Important Information