AGIO AGIOS PHARMACEUTICALS, INC. Insider Trading

CEO Goff sells 19,068 AGIO shares for $661,850.28 at $34.71; stock up 26.7% in 30d but unprofitable fundamentals persist

CEO Brian Goff executed 2 separate sales totaling 19,068 shares for $661,850.28 on April 2, 2026, reducing his holdings by 9.4% to 184,508 shares. The sales occurred at $34.71 per share, while the stock currently trades at $34.80, having surged 26.7% over both the 30-day and 90-day periods—a strong momentum phase. However, this sale follows a pattern at AGIO: Goff executed identical sales on March 2, 2026, which posted 30-day gains of 18.1% but unmeasurable 90-day outcomes. His cross-ticker track record shows 8 prior sales with a 20% well-timed rate at 90 days, but at AGIO specifically, 0 of 2 measurable prior sales were well-timed (both posted positive 90-day returns of 1.9% to 9.3%). The company remains unprofitable with a negative net income of $-103,433,000.00 against quarterly revenue of $12,880,000.00, despite 48.0% annual revenue growth. The sale during positive momentum, combined with persistent losses and the lack of well-timing in his AGIO-specific history, warrants investor attention to whether this reflects portfolio management amid valuation strength or signals deteriorating confidence in near-term fundamentals.

CEO Brian Goff sells 18,055 shares ($522,872.80) at AGIO; stock down 37.4% from 52-week high.

CEO Brian Goff executed 3 separate sales totaling 18,055 shares for $522,872.80 at $28.96 on 2026-03-02, reducing his holdings by 9.9% to 164,548 shares. The transaction occurred when AGIO trades at $28.48, down 37.4% from its 52-week high of $45.49, suggesting a sale into a significantly weakened market position. At the same-ticker level, Goff's prior 5 trades at AGIO show mixed timing outcomes: two recent December 2025 sales achieved +1.9% returns at the 30-day mark, while earlier trades in June 2025 were well-timed with strong 30-day and 90-day gains (+18.2% and +13.9%), but a June 2024 sale was poorly timed (–12.7% at 30 days, –8.4% at 90 days). The company remains unprofitable with a net loss of $103,433,000.00 in its most recent full fiscal year, though it showed strong annual revenue growth of 48.0%. This sale during depressed valuation levels warrants monitoring of whether Goff's future trading pattern continues to reflect confidence in the business or ongoing portfolio adjustments.

CEO Brian Goff sold 18,703 shares ($506.7K) in two transactions at $27.09; stock down 40.2% from 52-week high.

CEO Brian Goff executed two separate sales totaling 18,703 shares for $506,664.27, reducing his holdings by 11.6% to 143,103 shares post-transaction. The transaction price of $27.09 is only $0.09 above the current price of $27.18, suggesting minimal gap between execution and filing. Against the 52-week range of $22.34–$45.49, the stock is -40.2% from its 52-week high and has declined 32.9% over 90 days, creating a depressed valuation environment. Goff's prior trades at AGIO show mixed timing: two 2025-06-24 sales generated positive 90-day returns of +13.9%, while a 2024-06-05 sale resulted in -8.4%, indicating no clear pattern of consistently anticipating downturns at this ticker specifically.

CEO Brian Goff sold 18.7K shares ($627.2K) at $33.54 on 2025-06-24; holds 111.9K post-sale.

CEO Brian Goff executed 2 separate sales totaling 18,700 shares for $627,198.00 at a blended average price of $33.54, reducing his position by 14.3%. The stock currently trades at $33.65, near the transaction price, and is down 45.4% from its 52-week high of $61.64. Goff's prior sell at AGIO on 2024-06-05 exhibited negative 90-day returns (-8.4%), fitting his cross-ticker pattern where his prior sell was well-timed. However, this filing provides no data on FLAGS or scheduled trading plans that would explain the timing of the current sales. The company reported a $-89.3M net loss on $8.7M quarterly revenue, though annual revenue growth stands at 36.1%, indicating ongoing operational challenges despite top-line expansion.

CLO James Burns sells 21,752 shares at $52.21 avg; reduces holdings 58.1% to 15.7K shares

James William Burns, Chief Legal Officer of Agios Pharmaceuticals, executed two separate sales on 2024-11-07, selling 13,411 shares at $52.00 and 8,341 shares at $52.56 for a combined $1,135,774.96. This represents a substantial 58.1% reduction in his post-transaction holdings, bringing them from 37,452 shares to 15,700 shares. The sale occurs in a context of significant recent stock appreciation—the company has posted +38.4% returns over the prior 30 days and +32.1% over 90 days, while the stock currently trades at $59.02, well above the transaction prices. Against the backdrop of AGIO's exceptional financial momentum (annual revenue growth of +88.4%, net income of $947,915,000.00 despite prior-year unprofitability), a large equity reduction by a senior officer merits investor scrutiny into whether this reflects personal portfolio considerations or other material factors.

Ballal (Director) sold 20,000 shares of AGIO for $1,117,146.69 across 5 transactions; stock up 38.4% in 30 days.

Ballal Rahul D. executed 5 separate sales totaling 20,000 shares for $1,117,146.69 between 2024-11-07 and 2024-11-08, reducing his holdings from 28.0K to 8.0K shares (-71.4%). The sales occurred at prices ranging from $53.32 to $59.21, with a blended average of $55.86, near the current price of $59.02 and within 2.4% of the 52-week high of $60.46. Notably, AGIO stock has risen 38.4% over the prior 30 days and 32.1% over 90 days, suggesting the director's sales followed significant recent appreciation. The company's fundamentals show strong recent performance: annual revenue growth of +88.4%, a P/E of 4.99, and reported net income of $947.9M in the latest quarter, though full-year FY results showed negative net income. The director's historical cross-ticker sell track record shows a 75% well-timed rate with an average 90-day post-sale return of -1.8%, indicating past sales have generally been timed ahead of declines. This transaction's significance is moderated by the sector-wide context and valuation metrics, though the magnitude of the reduction and the timing relative to recent strong momentum warrant attention.