STOK Stoke Therapeutics, Inc. Insider Trading

Director Krainer sells 33,243 STOK shares at $39.74; stock now $36.48. Frequent seller pattern continues.

Director Adrian R. Krainer sold 33,243 shares at $39.74 on 2026-03-10, reducing holdings by 10.5% to 283,302 shares and generating $1,320,963.79. This is the fourth open-market sale by Krainer in recent months—he also sold at STOK on 2025-11-24, 2025-11-14 (twice)—indicating a sustained, recurring pattern of share liquidation rather than isolated timing-driven activity. Stoke Therapeutics remains unprofitable with net income of $-38,347,000.00 in its most recent full fiscal year, though revenue grew 316.3% year-over-year and the company carries a $2.1B market cap. The current price of $36.48 sits 4.9% below the 52-week high and has risen 12.6% over 90 days; across Krainer's prior three sales at this ticker, the 90-day returns averaged +15.4%, +19.8%, and +16.7%—all positive, indicating his prior sales were not well-timed from a directional standpoint (stock subsequently rose after each sale). The recurring, high-frequency selling pattern warrants investor attention to whether it reflects scheduled portfolio management or is responsive to company-specific developments.

Director Krainer Adrian R. sold 40,472 shares of STOK at $29.72 on 2025-11-14; holds 323,774 shares post-sale.

Krainer, a director, sold 40,472 shares (40.5K shares) for $1,202,718.57 ($1.2M), reducing his holdings by 11.1%. The sale occurred at $29.72, which was 5.0% below the current price of $31.21 and 12.3% below the 52-week high of $35.60. Stoke Therapeutics is unprofitable with net income of $-38,347,000.00 ($-38.3M) over its most recent full fiscal year, though it posted strong annual revenue growth of +316.3%. The timing of this sale follows two prior sales by the same insider at this ticker on 2025-11-14, with a third sale also on 2025-11-24, forming a pattern of consecutive dispositions. His cross-ticker track record includes only 2 prior sells with no well-timed outcomes measurable yet at this ticker.

Director Krainer sells 40,472 shares at $26.98 avg for $1.1M; retains 364.2K shares at unprofitable biotech

Adrian R. Krainer executed 2 separate sales totaling 40,472 shares for $1,092,058.26 on 2025-11-14, reducing his holdings by 10.0% from 404,718 to 364,246 shares. The stock has declined 18.8% from its 52-week high of $35.60 and fallen 13.8% over the past 30 days, despite a 49.7% surge over 90 days. Stoke remains deeply unprofitable with annual net income of $-38,347,000.00 against quarterly revenue of $10,632,000.00, though full-year revenue growth of 316.3% reflects substantial top-line expansion. The sale occurs at a blended price of $26.98, below the current market price of $28.92, and Krainer retains substantial ongoing exposure at 364,246 shares post-transaction, indicating continued material ownership despite the liquidation.

Director Kaye Edward M. MD sold 42,461 shares of STOK at $25.09 on 2025-10-03, reducing holdings 46.4%; stock now at $27.31 (+0.0% from 52-week high, +127.2% in 90 days).

Kaye sold 42,461 shares for a total value of $1,065,206.37, reducing his position from 91,585 shares to 49,124 shares. This represents a substantial reduction of his stake at a price $2.22 below the current $27.31, amid a dramatic 127.2% surge in the stock price over the prior 90 days and 32.1% gain in the prior 30 days. The sale follows a pattern of four prior sales at STOK within the last month (on 2025-09-03, 2025-09-02, and 2025-08-29), all occurring as the stock accelerated higher, with the three most recent showing 30-day gains of 27.0%, 23.2%, and 20.7% respectively. The company remains unprofitable (net income $-23.5M most quarter) despite exceptional revenue growth of +316.3% year-over-year, and trades at a 28.45 P/E multiple. The timing of this sale—after a major run-up and alongside sustained selling pressure from the same director—warrants investor attention to whether the rapid rally is sustainable given the unprofitable financial profile.

Director Kaye Edward M. MD sold 61,885 shares for $1,245,697.68 (blended avg $20.13) across 3 separate sales; held 91,585 shares post-transaction.

Kaye Edward M. MD (Director) filed 3 separate sales over five days (2025-08-29 to 2025-09-03), totaling 61,885 shares sold for $1,245,697.68 at an average price of $20.13, reducing his holdings by 40.3% from 153,470 shares to 91,585 shares. His cross-ticker track record shows a 100.00% well-timed rate on 2 prior sells, and both of his prior sales at Stoke Therapeutics (2024-05-20) were also well-timed at the 90-day mark, establishing a consistent pattern of selling ahead of subsequent declines. The stock has risen 81.7% over 90 days and is trading at $19.77, within 0.0% of its 52-week high ($19.77), while the company remains unprofitable with a net loss of $23.5M against quarterly revenue of $13.8M, creating a potential tension between recent price strength and underlying fundamentals. The timing of this large, multi-tranche liquidation, combined with his consistent prior track record of selling before subsequent weakness, warrants investor attention to the company's near-term trajectory.

Skorpios Trust (10% owner) sold 3,000,000 shares of STOK at $10.20; stock now at $11.14, -36.4% from 52-week high

A major shareholder divested 3,000,000 shares (-43.4% of pre-transaction holdings) on 2025-06-04 at $10.20, reducing its position from 6.91M to 3.91M shares. The stock has since recovered +28.6% over 30 days and +39.1% over 90 days to $11.14, indicating this sale occurred near a local low; however, it remains -36.4% below the 52-week high of $17.52. At STOK specifically, the insider's two prior sales (2024-12-23 and 2024-09-19) were both well-timed, with 90-day declines of -29.1% and -20.9% respectively, establishing a pattern of selling ahead of downturns at this ticker. The company shows recent profitability (latest quarter: $112.9M net income on $158.6M revenue; annual growth +316.3%) with a modest P/E of 12.11, but was unprofitable over its most recent full fiscal year, creating tension between strong recent results and underlying historical losses that may have prompted the insider's substantial reduction.

Skorpios Trust (10% owner) sells 2,000,000 shares of STOK at $11.50; stock down -36.9% from 52-week high, -7.1% in 30 days

Skorpios Trust, holding 10% of Stoke Therapeutics, sold 2,000,000 shares (22.5% of pre-transaction holdings) for $23,000,000 on 2024-12-23 at $11.50. The stock has declined significantly since the sale, trading at $11.06 (-36.9% from its 52-week high of $17.52) and falling 7.1% over the past 30 days. The company faces challenging fundamentals: negative net income of $-26,430,000 for its most recent full fiscal year, latest quarterly revenue of only $4,894,000, and annual revenue decline of -29.2% year-over-year. At the same ticker (STOK), one of Skorpios's two prior sales was well-timed at the 90-day mark, though the other resulted in a +19.8% gain within 30 days, showing mixed precision on timing. The 2024-09-19 sale preceded a -20.9% 90-day decline, suggesting the current seller has demonstrated some ability to exit before downturns at this specific company.

Skorpios Trust sold 1,937,500 (1.94M shares) of STOK at $14.05 for $27,221,875.00 on 2024-09-19, reducing holdings 17.9%.

Skorpios Trust divested nearly 2M shares—representing a -17.9% reduction in STOK holdings—at $14.05, generating $27.2M in proceeds. The stock has since declined 24.3% from its 52-week high and currently trades at $13.27, 5.6% below the sale price. The company is unprofitable (net income $-25.7M in its most recent full fiscal year) with sharply contracting revenue (-29.2% year-over-year) and minimal quarterly sales of $4.8M, raising fundamental questions about the sustainability of operations. Notably, this is the insider's second sale of STOK shares; a prior April 2024 sale at this ticker was not well-timed at the 90-day mark (the stock did not subsequently fall), and across the insider's broader cross-ticker history, 0.00% of prior sells were well-timed. The magnitude of this reduction—divesting nearly one-fifth of holdings in a micro-cap biotech with deteriorating fundamentals and negative timing patterns—warrants scrutiny of the company's operating trajectory.