ONC BeOne Medicines Ltd. Insider Trading

SVP/General Counsel Lee sells 1,669 shares ($542.4K) via 10b5-1 plan; retains 180,609 derivative options.

Chan Henry Lee sold 1,669 shares at $325.00 on 2026-07-22 under a pre-arranged 10b5-1 trading plan adopted on 2026-05-29, a scheduled transaction rather than a discretionary decision. Post-transaction, his non-derivative holdings became 0 shares, but derivative securities total 180,609 shares across three vested option positions, so his overall exposure to BeOne Medicines remains substantial. His same-ticker history at ONC reveals a consistent pattern: five prior sales in 2025–2026 experienced negative 30-day and 90-day returns (ranging from -8.0% to -14.0%), whereas the current stock stands at $325.90, down 15.4% from its 52-week high and up 17.6% over 30 days. This execution under a pre-arranged 10b5-1 plan removes timing discretion, but the persistent negative post-sale performance in his prior ONC transactions warrants noting as context for equity compensation planning practices at this biotech company.

CEO John Oyler sells 109.7K shares for $34.6M across 14 transactions (7/20-7/21) under pre-arranged 10b5-1 plan

CEO John Oyler executed 14 separate sales totaling 109,713 shares for $34,590,855.41 at a blended average price of $315.28, reducing his non-derivative holdings to zero shares. This disposition is governed by a pre-arranged 10b5-1 trading plan adopted on 2026-03-10, making these sales scheduled rather than discretionary. The current stock price of $319.93 sits -17.0% from the 52-week peak of $385.22, while trading +17.7% over the prior 30 days and +6.7% over 90 days. His prior trades at ONC on 2026-07-17 (5 separate sales) followed this plan's execution; outcomes for those recent trades are not yet measurable. The company reports revenue of $1,513,438,000.00 with net income of $227,357,000.00 for the latest quarter and annual revenue growth of +40.2% year-over-year.

CEO John Oyler sells 64,628 shares for $20,163,906.53 under 10b5-1 plan; eliminates non-derivative holdings

On 2026-07-17, John Oyler executed 9 separate sales totaling 64,628 shares for $20,163,906.53 at a blended average price of $312.00, reducing his non-derivative holdings from 64,628 shares to 0 shares. This transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2026-03-10 and is therefore scheduled, not discretionary. Oyler retains 441,870 share options (direct), preserving a material derivative position. The current stock price of $312.02 is -19.0% from the 52-week high of $385.22, and the stock has posted a 30-day gain of +18.8% leading into this transaction. The company's fundamentals show $1,513,438,000.00 in latest quarterly revenue with +40.2% annual growth, though the P/E ratio of 891.49 reflects elevated valuation relative to earnings.

CEO John Oyler sold 283.2K shares for $89.4M (17 transactions, Jul 15-16) under 10b5-1 plan; retains 2,536,557 derivative shares.

John Oyler executed 17 separate sales totaling 283,154 shares for $89,351,597.71 across July 15-16, 2026, at a blended average price of $315.56, as part of a pre-arranged 10b5-1 trading plan adopted on 2026-03-10. These sales eliminated his non-derivative holdings, but he retains 2,536,557 shares in derivative form (five separate option vehicles). The timing coincides with the stock near its 52-week high of $385.22 (current price $312.02 is -19.0% from that peak), and his prior same-ticker history at ONC shows a consistent pattern: five prior sells in December 2025 each posted 30-day returns between +10.8% and +12.5%, followed by 90-day returns between -3.7% and -5.1%. The scheduled nature of this disposition under Rule 10b5-1 means execution is mechanical rather than discretionary, eliminating timing inferences.

CEO John Oyler sells 145,861 shares for $44.6M under 10b5-1 plan; retains 462,866 option shares

John Oyler, CEO of BeOne Medicines (ONC), executed six separate sales totaling 145,861 shares for $44,626,424.10 on 2026-07-14 under a pre-arranged 10b5-1 trading plan adopted on 2026-03-10. The sales occurred at prices ranging from $303.07 to $307.57, with a blended average of $305.95, close to the current price of $306.56. While his non-derivative holdings fell to zero post-transaction, the insider retains 462,866 in option shares (Table II derivative holdings), preserving meaningful ongoing equity exposure. The stock is trading -20.4% from its 52-week high, and the CEO's cross-ticker track record shows prior sells with an average 90-day return of -6.3%, suggesting his prior open-market sales have generally preceded positive price performance. As a scheduled 10b5-1 transaction rather than discretionary trading, this sale reflects a pre-established plan and does not inherently signal a change in confidence.

CEO John Oyler executes 15 sales of 60,218 shares for $18,256,807.71 per 10b5-1 plan; retains 3,160,092 option shares.

John Oyler, BeOne Medicines' Chief Executive Officer, completed 15 separate sales totaling 60,218 shares for $18,256,807.71 on 2026-07-10 and 2026-07-13 at prices ranging from $296.07 to $306.82 (blended average $303.18). This transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2026-03-10, so it reflects a scheduled execution rather than a discretionary decision. While the non-derivative holdings fall to 0 shares post-transaction, the insider retains substantial derivative holdings of 3,160,092 shares in total through two separate option positions (1,895,426 and 1,264,666 shares). His prior sales at this same ticker on 2026-12-16 showed 30-day returns ranging from +10.8% to +12.5%, while 90-day outcomes ranged from -5.1% to -3.7%. At the current price of $306.56, the stock is -20.4% from its 52-week high of $385.22 but has risen +15.9% over the past 30 days.

SVP, General Counsel Lee Chan Henry sells entire 1,660-share stake (1.7K shares) for $580,196.56 via pre-arranged 10b5-1 plan

Lee Chan Henry executed 2 separate sales totaling 1,660 shares for $580,196.56, reducing his position to zero shares. The transaction was executed via a pre-arranged 10b5-1 trading plan adopted on 2025-05-14, meaning the sale was scheduled rather than discretionary. Complete liquidation of executive holdings via scheduled plan warrants routine monitoring but does not inherently signal material deterioration in company outlook or executive-level concern given the automated nature of the transaction.

CEO John Oyler sells entire 100,000 shares for $30.7M over two days under 10b5-1 plan

John Oyler, Chief Executive Officer of BeOne Medicines Ltd. (ONC), executed 24 separate sales totaling 100,000 shares for $30,659,418.84 across December 15-16, 2025, at a blended average price of $306.59. This represents a complete liquidation of his holdings (from 100,000 shares pre-transaction to 0 shares post-transaction, a -100.0% reduction). The sales were conducted pursuant to a pre-arranged 10b5-1 trading plan adopted on 2025-03-12, indicating the transaction was scheduled rather than discretionary. The two-day execution across 24 tranches at prices ranging from $300.80 to $314.92 reflects programmatic unwinding of his entire shareholding in the company he leads.

BeOne President Wu Xiaobin sells entire 3,991-share position for $1.5M (100% stake liquidation)

Wu Xiaobin, President and COO of BeOne Medicines, executed 3 separate sales on 2025-11-17 totaling 3,991 shares for $1,518,302.85, eliminating his entire shareholding (from 3,991 shares to 0). The sales occurred at blended average price $380.43, just 7.5% above the current price of $353.79 and near the 52-week high of $377.47. This represents a complete exit by a senior executive. Notably, Wu has engaged in 5 prior sales at ONC within days (2025-11-12 through 2025-11-13), suggesting a sustained and accelerating liquidation pattern at this ticker. His cross-ticker track record shows 20 prior sells with average 90-day return of +22.0% and 0% well-timed rate—meaning those prior sells were poorly timed as the stock subsequently rose—though at ONC specifically, outcomes on those 5 recent trades remain unmeasured. The company carries extreme valuation metrics (P/E of 7075.80) and despite $1.4B quarterly revenue and +55% annual growth, reported negative full-year net income, creating fundamental tension with the current share price.

President/COO Wu Xiaobin sells entire 16.0K share stake for $5.8M at blended $365.22 (11/12–11/13)

Wu Xiaobin, President and COO of BeOne Medicines, executed 10 separate sales totaling 16,009 shares for $5,846,820.22 across two trading days (November 12–13, 2025), eliminating his entire open position. The liquidation occurred near the 52-week high ($377.47), with transaction prices ranging from $350.44 to $381.05. At the same-ticker level, Wu's five prior sales at ONC (all on 2025-08-14) saw subsequent 90-day gains ranging from +22.5% to +24.4%, yet none were well-timed in the directional sense (all showed stock appreciation after the sales, indicating poor exit timing on those earlier trades). The company reports a P/E of 7316.40 and was unprofitable over its most recent full fiscal year, despite recent strong revenue growth of +55.0% and latest-quarter revenue of $1.4B. The current stock price of $365.82 is -3.1% from the 52-week high and up +15.7% over the past 30 days, consistent with the elevated valuations at which these sales occurred.