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.

EVP R&D Aftab Dana sells 47,918 EXEL shares at $44.50; holds 616,106 post-transaction

Aftab Dana, EVP of Research and Development, sold 47,918 shares of EXELIXIS at $44.50 on 2026-02-24, reducing his holdings from 664,024 to 616,106 shares (-7.2%). The sale represents a substantial transaction at $2,132,351.00 in absolute terms, though the percentage reduction is moderate. His prior trades at EXEL show mixed outcomes: 1 of 4 prior measurable sells occurred before subsequent price declines, with the most recent sale just five days prior on 2026-02-19 (outcome not yet measurable). His cross-ticker track record shows a 20.00% well-timed rate across 6 prior sells with an average 90-day return of +17.2%, indicating his sales have more often followed price advances than preceded declines. EXELIXIS trades near its 52-week high ($46.61) with solid fundamentals—$597.8M quarterly revenue, $193.6M net income, 7.0% annual revenue growth, and a 15.38 P/E ratio—providing no obvious valuation pressure that would explain the sale discretionary rationale.

EVP Aftab Dana sold 29,873 shares of EXEL at $44.35 on 2026-02-19; retains 664,024 shares post-sale.

Aftab Dana, EVP of Research and Development, executed an open-market sale of 29,873 shares at $44.35, reducing holdings by 4.3% to 664,024 shares. The transaction occurred near the 52-week high ($46.61), with the current price at $44.01 reflecting modest recent weakness (-5.6% from peak). Across his prior five sales at EXEL, Dana's timing has been mixed: only 1 of 5 prior sales were well-timed (stock declined post-sale), while the other four preceded positive 90-day returns, suggesting a pattern of selling into strength without consistently predicting subsequent downside. At the fundamentals level, EXEL trades at a P/E of 15.28 with $597.8M in quarterly revenue and $193.6M in net income, positioning the company as profitable and moderately valued; the 7.0% annual revenue growth rate is modest rather than concerning.

EXEL Director WYSZOMIERSKI sold 99,574 shares at $44.01 (Feb 18), reducing stake by 26.2% to 279,942 shares

WYSZOMIERSKI JACK L, a director, liquidated 99,574 shares at $44.01, reducing his EXEL position from 379,516 shares to 279,942 shares—a 26.2% reduction in holdings. At the time of sale, the stock traded at $44.01; the current price of $43.63 is 6.4% below the 52-week high of $46.61, suggesting the sale occurred near a local peak. While EXEL fundamentals remain solid—revenue of $597,755,000.00, net income of $193,578,000.00, 7.0% annual revenue growth, and a P/E of 15.15—a substantial reduction in director-level holdings on a discretionary basis merits investor attention to ascertain whether operational or strategic developments prompted the divestiture.

EXEL Director Smith Julie sold 106,539 shares for $4,687,345.76 over 3 Feb 2026 transactions, reducing holdings 83.8%.

Director Smith Julie executed 3 separate sales over February 17–18, 2026, totaling 106,539 shares for $4,687,345.76 at an average price of $44.00, cutting her post-transaction holdings from 127,129 shares to 20,590 shares (a -83.8% reduction). At the current price of $44.16, the stock is -5.3% from its 52-week high of $46.61 and has risen 0.9% over 30 days and 3.9% over 90 days. Smith's prior sales at EXEL (February 2025) were not well-timed at the 90-day mark, as the stock rose +13.2% and +11.2% respectively following those transactions, indicating her historical sells at this ticker have preceded gains. This substantial reduction in holdings occurs while EXEL reports solid fundamentals: $597,755,000.00 in quarterly revenue, $193,578,000.00 in net income, 7.0% annual revenue growth, and a moderate P/E of 15.33. The scale and timing of this multi-transaction disposition warrant attention to whether personal factors or material information are driving the sale.

SVP and General Counsel Hefti sold 18,669 shares of EXEL at $44.01 for $821,622.69

Brenda Hefti, SVP and General Counsel of Exelixis, sold 18,669 shares at $44.01, reducing her holdings by 16.2% from 115.2K to 96.5K shares. The sale occurred near recent highs—the stock is currently at $44.47, with a 52-week high of $46.61, placing the transaction just 2.6 points below current levels. The company is well-capitalized with $11.5B market cap, positive net income of $193.6M on quarterly revenue of $597.8M, and a reasonable P/E of 15.44. The absence of clustering data indicates this represents a single executive's activity rather than coordinated selling by multiple insiders, limiting the significance of the signal.

EVP Haley Patrick J. sold 67,814 shares at blended $43.52 for $2.95M at EXEL.

Haley Patrick J., EVP of Commercial, executed two separate sales on 2026-02-17, disposing of 67,814 shares (67.8K shares) for a combined $2,950,941.24 (a blended average price of $43.52), reducing his holdings by 15.1% to 381,908 shares. The current stock price of $44.47 sits 1.2% above the transaction price and 4.6% below the 52-week high of $46.61, placing this sale near recent peaks. His cross-ticker track record shows a 45.45% well-timed rate across 14 prior sells with an average 90-day return of -2.9%, but at EXEL specifically, his prior four measurable sales (from May and November 2025) show only 1 of 4 well-timed outcomes at the 90-day mark, with mixed recent returns ranging from -14.3% to +6.5%. EXEL's fundamentals remain solid—$597.8M quarterly revenue, $193.6M net income, +7.0% annual growth, and a reasonable 15.44 P/E—suggesting no obvious deterioration underlying this sale.