PAPADOPOULOS STELIOS

Director Papadopoulos sells 100,000 EXEL shares at $43.55 for $4.4M; holds 1.19M post-sale with 100% 90d win rate on prior EXEL trades

Director Stelios Papadopoulos sold 100,000 shares of EXEL on 2025-11-12 at $43.55 per share, reducing his holdings from 1,289,228 to 1,189,228 shares (a -7.8% reduction). His cross-ticker track record shows 2 prior sells with a 100% 90-day well-timed rate, and his 2 prior sells at EXEL specifically (both on 2025-05-15) also showed negative 90-day returns (-13.2%), consistent with well-timed exit timing. EXEL trades at $42.35 currently, down -8.4% from its 52-week high of $46.26 but up 7.2% over 30 days and 10.6% over 90 days. The company shows solid fundamentals with annual revenue growth of +18.5%, net income of $193.6M on revenues of $597.8M, and a P/E of 23.53. The sale aligns with this insider's demonstrated historical pattern of selling before subsequent 90-day declines, though the context of strong recent revenue growth and an elevated stock price relative to 52-week highs suggests this reflects discretionary capital allocation rather than distress signaling.

Director PAPADOPOULOS STELIOS sells 36,508 shares for $1,619,129.80 at EXEL; retains 1.28M shares post-sale

Director Stelios Papadopoulos executed 2 separate sales totaling 36,508 shares for $1,619,129.80 at $44.35 on 2025-05-15. His remaining holdings of 1,279,416 shares represent a reduction of 2.8% of his pre-transaction position. The stock is currently trading at $45.40, near its 52-week high of $46.26, and has gained 25.6% over the past 30 days and 29.7% over the past 90 days. Exelixis trades at a P/E of 25.22 with strong fundamentals: $555.4M in latest quarterly revenue and $159.6M net income, reflecting 18.5% annual revenue growth. The sale occurs against a backdrop of significant recent appreciation but represents a modest adjustment to holdings rather than a substantial exit.