EXEL EXELIXIS, INC. Insider Trading

EVP Dana Aftab sold 43,451 shares of EXEL at $50.35 on 2026-05-26 ($2.2M), retaining 594,741 shares; stock now at $51.45 near 52-week high.

Dana Aftab, EVP of Research and Development, disposed of 43,451 shares (6.8% of pre-transaction holdings) at $50.35, leaving him with 594,741 shares post-transaction. The sale occurred as EXEL trades near its 52-week high of $51.63, having risen 14.5% over 30 days and 16.8% over 90 days. His same-ticker history at EXEL shows mixed outcomes: 4 of 5 prior sales preceded positive 90-day returns (poorly timed from a sell perspective), while only 1 of 5 was well-timed (negative 90-day return). The company's fundamentals remain solid with $610.8M in latest-quarter revenue, $210.5M net income, and a modest 15.50 P/E ratio in a $12.9B market cap, though annual revenue growth is measured at 7.0%. The sale lacks material context flags but occurs in a rising-price environment where the insider's historical selling record at this ticker has not successfully preceded declines.

EVP Patrick J. Haley sells 32,110 shares of EXEL at $49.81 for $1,599,399.10; retains 357,638 shares post-sale.

Patrick J. Haley sold 32,110 shares on 2026-05-20 at $49.81, reducing his holdings from 389,748 to 357,638 shares. His cross-ticker track record shows 16 prior sells with an average 90-day return of +0.0% and a well-timed rate of 35.71%, but at EXEL specifically, his 5 prior sells posted 0 instances of negative 90-day returns—meaning none were well-timed by the sell-timing benchmark. The current stock price of $50.15 sits 2.9% below the 52-week high of $51.63, while the company trades at a P/E of 15.11 with recent quarterly revenue of $610,812,000.00 and net income of $210,467,000.00. The transaction occurred at a point where the stock has gained 7.0% over 30 days and 14.9% over 90 days, reflecting recent upward momentum.

CFO Christopher J. Senner sells 34,901 EXEL shares at $50.00 for $1,745,050; retains 952,317 shares post-transaction.

Senner sold 34,901 shares on 2026-05-18 at $50.00, reducing his holdings by 34,901 shares (-3.5% vs pre-transaction holdings) while retaining 952,317 shares post-transaction. His cross-ticker track record shows 7 prior sells with an average 90-day return of +13.1% and a 20.00% well-timed rate. At the same ticker EXEL, his 5 prior trades show inconsistent outcomes: only 1 of 5 prior sells were well-timed at the 90-day mark. The stock closed at $48.67 (current price), trading -5.7% from its 52-week high of $51.63 and +8.4% over the past 30 days. Given the company's P/E of 14.66, market cap of $12,233,451,889.61, and latest-quarter revenue of $610,812,000.00 with net income of $210,467,000.00, the CFO retains substantial equity exposure despite this discrete sale.

Director George Poste sold 60,000 shares (nearly one-third of holdings) for $2.74M at Exelixis on May 7, 2026.

George Poste, a director at Exelixis, sold a substantial block of shares representing roughly one-third of his holdings. The sale occurred while the stock trades modestly below its 52-week high and has posted solid gains over both the prior month and quarter. Exelixis is a profitable, growing company with strong revenue and positive earnings, so this is not a distress sale from a company under pressure. Poste's prior sale at this company, executed nearly two years ago, proved well-timed over a longer horizon as the stock fell in the months that followed—though it rallied in the immediate term. His track record shows one prior open-market sale, making this a repeat exit pattern rather than a unique or sudden reversal. Without additional context about liquidity needs or portfolio rebalancing, a single large director sale does not constitute a clear warning signal, particularly given the company's solid fundamentals and recent price momentum.