Paolini John F.

CMO John F. Paolini nets ~$3.1M selling majority stake while simultaneously buying stock at lower price

Paolini, Kiniksa's Chief Medical Officer, executed a complex transaction pattern on the same day: a small opportunistic buy of lower-priced shares paired with substantial sales of holdings at current market levels—netting over $3 million in proceeds. This mixed activity doesn't fit the typical insider-conviction narrative; rather, it looks like disciplined portfolio rebalancing by someone with deep operational knowledge. The timing is notable: the stock is trading at its 52-week highs following a rapid recovery, yet Paolini is trimming his position while the company is profitable with accelerating revenue growth. His decision to sell near the peak while the fundamentals remain strong and the valuation appears stretched suggests a focus on risk management—not panic, but prudent profit-taking by a C-suite executive. The smaller buy component may reflect confidence in the company's long-term trajectory, even as he reduces near-term exposure.

CMO John F. Paolini sold 40,000 shares at $44.20–$45.92 for $1.8M; holds 61,324 post-sale as KNSA rallies.

John F. Paolini, Chief Medical Officer of Kiniksa Pharmaceuticals, executed 3 separate sales totaling 40,000 shares for $1,792,939.72 at prices ranging from $44.20 to $45.92, reducing his holdings by 39.5%. The sale occurred near the stock's 52-week high of $47.77 and follows strong recent price momentum: KNSA rose 5.8% over 30 days and 15.3% over 90 days prior to this filing. Paolini's prior trades at KNSA show mixed timing outcomes—his 2 most recent sales (October 2025 and August 2025) were followed by strong 30-day and 90-day gains, whereas his 2024 sales preceded declines, yielding a 40% well-timed rate at this ticker. The company's fundamentals remain robust: $180.9M in latest quarterly revenue with 60.1% annual growth and positive net income of $18.4M, though the P/E of 59.09 reflects elevated valuation. The materiality of this sale lies in its scale (40K shares) and timing proximity to the stock's recent highs, warranting observation of whether this signals adjusted exposure or a discrete portfolio action.

CMO John F. Paolini sold 82,542 shares of KNSA at $37.14 for $3,065,609.88, reducing stake from 143,866 to 61,324 shares (-57.4%).

John F. Paolini, Chief Medical Officer, executed a substantial sale reducing his KNSA holdings by 57.4%, from 143,866 shares to 61,324 shares. The sale occurred at $37.14, near the current price of $38.54 and within the 52-week range. Historically, his prior 5 sales at KNSA show mixed timing outcomes: 3 of 5 were well-timed at the 90-day mark (resulting in negative subsequent returns), while 2 resulted in positive subsequent returns, suggesting no strong directional pattern at this specific ticker. The company posted strong quarterly revenue growth (+56.6% year-over-year) and returned to profitability in the latest quarter, yet was unprofitable on a full-year basis, introducing uncertainty around sustained earnings trajectory. This large discretionary sale by the CMO warrants monitoring to assess whether it reflects portfolio rebalancing decisions or carries implications for management's longer-term outlook.

CMO John F. Paolini sold 29.3K shares of KNSA at $32.55 on 2025-08-06, reducing stake by 33.8%; 4 of 5 prior KNSA sales were well-timed with negative 90d returns.

Paolini sold 29,325 shares at $32.55, a price within 2.9% of the 52-week high of $33.11, reducing his holdings from 86,728 shares to 57,403 shares. His prior pattern at KNSA is notable: 4 of 5 previous sales saw the stock decline over the subsequent 90-day window, with declines ranging from 1.8% to 19.5%. This timing pattern suggests an ability to identify opportune selling points ahead of downturns. The company posted strong recent fundamentals—$156.8M in latest-quarter revenue (+56.6% annual growth) and $17.8M net income—yet was unprofitable on a full-year basis. The 30-day move of +11.6% and 90-day move of +23.5% since this transaction suggest the stock has continued to appreciate, potentially testing the forward predictive power of this sale relative to his established same-ticker track record.

CMO John F. Paolini sells 60,692 shares at avg $26.12, reducing stake by 53.8% to 52,038 shares

John F. Paolini, Chief Medical Officer at Kiniksa Pharmaceuticals, executed 2 separate sales totaling 60,692 shares for $1,584,991.40 on 2024-09-03, cutting his holdings by 53.8% from 112,730 to 52,038 shares. The blended average sale price of $26.12 sits near the current price of $25.74 and within the 52-week trading range of $14.37–$27.55. At the same ticker, his prior five trades show mixed timing outcomes: three recent July 2024 sales returned -3.3%, -0.6%, and -6.0% over 30 days, while one returned +4.7%; his December 2023 sale posted a 90-day return of +18.3%. Across all tickers, his cross-ticker track record shows 11 prior sells with an average 90-day return of +2.3% and a 42.86% well-timed rate—modest evidence of sell-timing skill. The company reports revenue of $108,631,000 with negative net income of $-3,908,000 and a P/E of 128.70, reflecting a loss-making profile despite 22.7% annual revenue growth. The substantial position reduction by a senior executive warrants attention to whether this reflects personal liquidity needs or a shift in confidence in the business trajectory.

KNSA CMO Paolini sells 22,000 shares for $578,966.14 at blended avg $26.32, near 52-week high; prior KNSA sales mostly unprofitable

John F. Paolini, Chief Medical Officer at Kiniksa Pharmaceuticals, executed 4 separate sales totaling 22,000 shares for $578,966.14 on 2024-07-23, reducing his holdings by -31.5% from 69,803 to 47,803 shares. The sales occurred at prices ranging from $25.03 to $27.87 with a blended average of $26.32, just 1.4% below the 52-week high of $26.29, despite the stock being up 36.6% over 30 days and 44.9% over 90 days. However, Paolini's prior same-ticker history at KNSA shows limited success: of 5 prior sales (all on 2023-12-07 and 2023-07-25), only 1 exhibited a negative 90-day return; the 2023-12-07 cluster saw positive 90-day returns (+19.7%, +19.0%, +18.3%, +17.9%), and the 2023-07-25 sale was the only well-timed trade at -20.8%. The company reports positive recent momentum (Revenue $108.6M, annual growth +22.7%) but carries a high P/E of 129.55 and net income loss of -$3.9M, indicating valuation stretched relative to earnings power.