AXON AXON ENTERPRISE, INC. Insider Trading

Ex-CEO Patrick W Smith executed 26 sales totaling 10,000 shares for $6.4M on 2026-07-07 under scheduled 10b5-1 plan

Patrick W Smith, who was CEO at the time, completed 26 separate sales totaling 10,000 shares (10.0K shares) for $6,437,894.80 ($6.4M) at prices ranging from $626.78 to $662.70, reducing his holdings by 0.3% to 3,040,997 shares (3.04M shares). This transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2025-05-12, meaning it is scheduled and non-discretionary rather than a reaction to current market conditions. While stock price has declined 34.3% from its 52-week high of $885.92 and now sits at $582.00, the scheduled nature of the plan removes this from discretionary timing considerations. His prior sales at AXON across five distinct trades show mixed post-sale performance, with outcomes ranging from -30.4% to +19.4% over 30 days, offering limited predictive value for this ticker-specific activity.

Patrick W Smith, then-CEO, sold 10,000 shares (10.0K) of AXON at $500.00 under pre-arranged 10b5-1 plan; holds 3,050,997 shares post-sale.

Patrick W Smith, who was CEO at the time, executed a sale of 10,000 shares for $5,000,018.00 on 2026-06-29 under a 10b5-1 trading plan adopted on 2025-05-12, meaning this was a scheduled transaction rather than a discretionary decision. The sale reduced his holdings by 10,000 shares to 3,050,997 shares post-transaction, representing a -0.3% reduction versus his pre-transaction holdings. At his prior trades at AXON (all in March and early June 2026), the stock declined an average of 30.1% over the subsequent 30 days and 13.2% over 90 days; by contrast, the stock is currently trading at $560.61, up 24.9% in the prior 30 days and up 32.4% over 90 days from the sale date. The company reported FY revenue growth of +33.5% year-over-year with a P/E of 218.99, indicating elevated valuation relative to trailing earnings despite strong revenue expansion.

AXON President Joshua Isner sells 13,000 shares for $6.3M in 19 separate transactions on 2026-06-05; prior sales at ticker consistently well-timed.

Joshua Isner, President of Axon Enterprise, executed 19 separate sales totaling 13,000 shares for $6,349,887.85 on 2026-06-05 at prices ranging from $481.76 to $501.28 (blended average $488.45), reducing his holdings by 7.1% from 182,124 to 169,124 shares. His prior five sales at Axon, all on 2026-03-10, exhibited a 5 of 5 well-timed pattern at the 90-day mark, with 90-day returns ranging from -11.5% to -8.6%. While his cross-ticker track record shows a 90-day well-timed rate of 90.00% across 20 prior sells with an average 90-day return of -8.4%, the current stock price of $471.06 is -46.8% from the 52-week high of $885.92, and the 30-day change of +16.7% suggests recent momentum—creating a notable divergence between the stock's recent price action and the insider's established pattern of selling ahead of subsequent declines.

Chief Human Officer Elizabeth Reid Coughlin sells 1,554 shares of AXON at $485.00; retains 34,023 shares

Elizabeth Reid Coughlin, Chief Human Officer at Axon Enterprise, sold 1,554 shares at $485.00 on 2026-06-04, reducing her holdings by 4.4% to 34,023 shares with a total position value of $753,690.00. The stock is currently trading at $471.06, down 46.8% from its 52-week high of $885.92, though it has gained 16.7% over the past 30 days and declined 11.1% over 90 days, indicating recent volatility. Coughlin maintains a substantial stake despite the sale, suggesting continued confidence in the company, though the transaction itself is modest in scale relative to her overall holdings and does not necessarily indicate a strategic shift in conviction given the CHO role and size of remaining position.

CRO Cameron Brooks sold 1,242 shares of AXON at $500.00 ($621.0K) under 10b5-1 plan; stock down -46.8% from 52-week high.

Cameron Brooks (Chief Revenue Officer) executed a scheduled sale of 1,242 shares at $500.00 on 2026-06-04 under a 10b5-1 trading plan adopted on 2025-12-08, reducing holdings by 2.4% to 49.7K shares. The sale occurred at $500.00 while the current price stands at $471.06, representing a -46.8% decline from the 52-week high of $885.92. His prior sales at AXON show mixed outcomes: a March 2026 sale preceded a -30.8% 30-day decline, while a May 2025 sale preceded a +10.5% 30-day gain. As a scheduled transaction, this sale carries no discretionary timing signal; its significance lies primarily in the substantial valuation erosion from recent highs and the executive's residual stake of 49.7K shares in a $38.0B market-cap company with strong fundamentals (33.5% annual revenue growth, $169.3M net income).

CEO Patrick W Smith sells 20,000 shares of AXON at $500.00 for $10,000,000 via pre-arranged 10b5-1 plan

Patrick W Smith, as Chief Executive Officer, sold 20,000 shares at $500.00 on 2026-06-04 under a 10b5-1 trading plan adopted on 2025-05-12, meaning this was a scheduled transaction rather than a discretionary decision. The sale reduced his holdings from 3,080,997 shares to 3,060,997 shares, a -0.6% change in his position. Notably, Smith's cross-ticker track record shows 20 prior open-market sells with average 30d and 90d returns of -30.0% and -13.1% respectively, while his same-ticker history at AXON across 5 prior sales shows comparable patterns: 30d returns ranging from -31.3% to -30.1%, and 90d returns from -14.7% to -13.2%. The current stock price of $471.06 is -46.8% from its 52-week high of $885.92, suggesting the company is trading well below recent peaks despite posting $807.3M in quarterly revenue, $169.3M in net income, and +33.5% annual revenue growth. The high P/E of 184.01 indicates the market has priced in substantial future growth expectations relative to current earnings.

COO & CFO Brittany Bagley sells 5,969 shares of AXON at $485.00; stock -45.6% from 52-week high, her prior 5 AXON trades were all well-timed at 90-day mark.

Brittany Bagley, COO & CFO, sold 5,969 shares of AXON ENTERPRISE, INC. at $485.00 on 2026-06-02, reducing her holdings by 5,969 shares from 83,053 to 77,084 shares. The stock currently trades at $481.48, down 45.6% from its 52-week high of $885.92. Notably, her prior 5 trades at AXON all registered negative 90-day returns (ranging from -23.9% to -23.0%), establishing a pattern where she sold before subsequent declines. Her cross-ticker track record shows a 90d well-timed rate of 80.00% across 20 prior sells. The company's fundamentals remain strong—annual revenue growth of +33.5% and net income of $169,312,000.00—yet the valuation reflects elevated expectations with a P/E of 188.08.

CLO Isaiah Fields sells 2,000 shares of AXON at $400.00; stock has fallen -56.5% from 52-week high.

Isaiah Fields, Chief Legal Officer of AXON ENTERPRISE, sold 2,000 shares at $400.00 on 2026-05-22, retaining 52,813 shares post-transaction. The sale occurs against a backdrop of significant price deterioration: AXON has declined -25.9% over 90 days and stands -56.5% below its 52-week high of $885.92. Notably, Fields' cross-ticker track record shows a 100.00% well-timed rate on sells (2 prior sales, both with negative 90-day returns), and his two prior sales at AXON itself on 2026-02-27 both proved well-timed with 90-day declines of -27.8% and -28.0% respectively. While the current transaction follows a consistent pattern of timing stock declines, the significant stretch from the 52-week high and the persistent downward momentum warrant monitoring of whether this reflects broader operational challenges or market-wide headwinds affecting the business.

AXON CRO Brooks Cameron sold 1,221 shares at $565.51; holds 57.5K shares post-sale amid -40.6% drawdown from 52-week high.

Brooks Cameron, Chief Revenue Officer of Axon Enterprise, sold 1,221 shares (1.2K) for $690,487.71 at $565.51 on March 9, 2026, reducing his holdings from 58.8K to 57.5K shares. The sale occurred at a price -40.6% below the 52-week high of $870.97 and current price of $517.57 is already 8.5% below his sale price, suggesting downward momentum may have continued post-transaction. His prior open-market sell activity across all tickers (1 prior trade) produced an average 90-day return of +5.6%, with a 0.00% well-timed rate, indicating his past sales did not precede declines. While the company shows strong fundamental growth (annual revenue growth of +33.5%), its P/E ratio of 8626.17 reflects extreme valuation distortion tied to the $-2.2M net loss in the latest quarter, creating ambiguity about earnings quality despite $710.6M quarterly revenue.

AXON CEO Smith executes 10b5-1 plan: 10,000 shares sold for $5.6M on 2026-03-09

On 2026-03-09, SMITH PATRICK W, who was CEO at the time, executed 24 separate sales totaling 10,000 shares for $5,602,393.90 at a blended average price of $560.24, reducing holdings from 3,090,997 to 3,080,997 shares. This transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2025-05-12, meaning it is scheduled and not discretionary. The multi-tranche nature and price ladder (ranging from $546.81 to $577.12) are consistent with automated algorithmic execution under the plan's terms. Post-transaction holdings of 3.08M shares represent approximately 0.3% of pre-transaction holdings sold, which is consistent with methodical plan execution rather than a material portfolio shift.