AXGN Axogen, Inc. Insider Trading

Director Wendell Amy McBride sold 43,684 shares at $29.31 for $1.3M on 2025-12-16, reducing stake by 31.8%.

Director Wendell Amy McBride executed 3 separate sales totaling 43,684 shares for $1,280,465.41, reducing his holdings from 137,510 shares to 93,826 shares (a net reduction of 31.8%). The sales occurred at $29.31 per share while the stock currently trades at $31.39, just 5.8% below its 52-week high of $33.32. The timing is noteworthy: the stock has surged 33.2% over the past 30 days and 81.9% over the past 90 days, placing the sale near the upper end of recent price momentum. McBride's prior transaction at AXGN (a buy on 2023-09-06) showed a 90-day return of 11.5%, though that trade occurred in a different market context. AXGN remains unprofitable on a full-year basis despite recent revenue growth of 17.8%, which may inform the decision to liquidate a material portion of a sizable position.

Director Weiler Kathy Johnson sells entire 46,653-share stake for $1,378,475.94 across 3 transactions at $29.55

Director Weiler Kathy Johnson executed 3 separate sales totaling 46,653 shares for $1,378,475.94 at $29.55 per share, liquidating her complete shareholding to zero. This represents a 100.0% reduction of her pre-transaction holdings, distinguishing it from a partial position trim. The sales occurred when the stock was trading at $29.55, below the current price of $31.39 and 5.8% below the 52-week high of $33.32, suggesting no execution at peak valuations over the trailing 52-week period. Axogen's recent quarterly revenue of $60,082,000 and net income of $708,000 show profitability in the latest quarter, though the company was unprofitable over its most recent full fiscal year, leaving ambiguity about sustainable earnings trend—a material context for a complete insider exit.

AXGN CEO Dale Michael D sold 25,000 shares at $30.00, reducing holdings by 28.2% amid 85.2% 90-day gain.

CEO Dale Michael D sold 25,000 shares (25.0K shares) at $30.00, reducing his holding from 88,537 to 63,537 shares—a -28.2% reduction in the CEO's disclosed position. The sale occurs after a substantial 90-day run (+85.2%) and within 8.8% of the 52-week high ($33.32), consistent with selling into strength. The company is growing revenue at +17.8% annually and posted $60.1M in the latest quarter, though it remains unprofitable on a full-year basis with $708.0K net income (latest quarter) against negative full-year net income. This is the CEO's only prior sale on record, so there is no established timing pattern to assess; the transaction timing relative to peak valuations warrants investor attention given the sustained price momentum and the company's profitability challenges.

Director Johnson sells entire 45,379-share stake in AXGN for $1.4M across 4 trades (Dec 8–9), eliminating all holdings

Director John Johnson executed 4 separate sales over two trading days totaling 45,379 shares for $1,390,392.86, with a blended average price of $30.64, leaving him with zero post-transaction holdings. This represents a complete exit of his equity position in Axogen. The timing of the exit occurs within a volatile price environment: the stock is currently at $30.01 (9.9% below its 52-week high of $33.32) and has surged 25.0% over the prior 30 days and 78.6% over 90 days. The company has reported recent profitability ($708.0K net income in the latest quarter) and strong annual revenue growth of 17.8%, though it remains unprofitable on a full-year basis. A complete liquidation of an insider's entire shareholding warrants investor attention, particularly the decision to execute it across multiple tranches at prices near but not at peak levels during a period of significant recent appreciation.

CEO Dale Michael D sold 61,463 shares of AXGN at $31.21, reducing stake by 41.0% to 88,537 shares post-transaction.

CEO Dale Michael D executed a substantial open-market sale of 61,463 shares at $31.21, representing a 41.0% reduction in his holdings from 150,000 shares to 88,537 shares. The sale occurred near the company's 52-week high of $33.32 (current price $30.01 is 9.9% below that peak), and follows a strong 30-day (+25.0%) and 90-day (+78.6%) price appreciation. While Axogen shows solid revenue growth of +17.8% year-over-year and generated $708,000 in net income in the latest quarter, the company remains unprofitable on a full-year basis. The magnitude of this reduction—eliminating 41.0% of his stake in a single transaction—reflects a material reallocation of his personal wealth exposure to the company at a point when the stock price has recovered substantially from its 52-week low of $9.29.

Director Burke sold 58,483 shares (99.8% of holdings) across 3 transactions totaling $1,246,717.23 at $19.15–$23.00.

Burke William P., a Director at Axogen, Inc., executed 3 separate sales totaling 58,483 shares for $1,246,717.23, reducing his post-transaction holdings to 100 shares from 58,583 shares pre-transaction. The sales occurred at prices ranging from $19.15 to $23.00 across October 29–30, 2025, with a blended average price of $21.32, slightly below the current price of $22.22. The liquidation of 99.8% of holdings is material and represents a near-complete exit by a director. Context is noteworthy: AXGN has surged +24.3% over 30 days and +75.4% over 90 days, positioning the sales near the 52-week high of $22.68; Burke's single prior AXGN buy in August 2023 subsequently declined 26.1% over 30 days and 9.2% over 90 days. The company reported $60.1M revenue in the latest quarter with net income of $708.0K and positive annual growth of +17.8%, but remains unprofitable on a full-year basis.