Smith Julie

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.

Director Julie Smith sold 73.8K shares of EXEL for $2.8M across 2 trades at $38.13 and $37.62, retaining 10.8K shares.

Director Julie Smith executed 2 separate sales totaling 73,808 shares for $2,804,459.10, reducing her stake from 84,586 shares to 10,778 shares—a 87.3% reduction in post-transaction holdings. The sales occurred on 2025-02-27 and 2025-02-28 at prices of $38.13 and $37.62, near the current price of $38.69 and at the 52-week high. EXEL is a profitable biotech with strong recent momentum (net income $117,973,000.00, annual revenue growth of +18.5%, and 30-day stock performance of +17.4%), trading at a reasonable P/E of 13.87. The magnitude of the position reduction—from 84.6K to 10.8K shares—represents a material change in insider ownership and warrants investor attention to any accompanying disclosures or circumstances that may explain the substantial exit.