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sellNotable cluster of 8

Julie Smith sold $4.7M of EXEL

director at EXELIXIS, INC.. 106,539 shares at an average of $44.00, traded Feb 17, 2026, filed Feb 19, 2026.

Warning score
60
Value
$4.7M
106,539 shares
Holdings after
20,590
-169% from before
From 52-week low
+29%
low $34.13, close $44.08
From 52-week high
-5%
high $46.61, as of Feb 17, 2026

Score components

  • Role
    Director
    +15
  • Trade size
    $4.7M at market
    +25
  • Share of holdings sold
    Sold 100% of holdings
    +20
  • Cluster
    8 insiders selling within 14 days
    +15
  • Exercise and sell
    Shares came from an option exercise in the same filing
    -15

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m -6.5%, 3m +12.4%, 6m +21.6%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

EXELOct 9, 2026 · close 59.86
Since filing Feb 19, 2026: +35.6%SPY +14.6% · excess +21.0%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0000939767-26-000029, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Feb 17, 2026MOption exercise
Common Stock
+42,422$18.19$772k63,012Feb 19, 2026
Feb 17, 2026SOpen-market sale
Common Stock
-42,422$43.33$1.8M20,590Feb 19, 2026
Feb 18, 2026MOption exercise
Common Stock
+44,087$19.39$855k64,677Feb 19, 2026
Feb 18, 2026SOpen-market sale
Common Stock
-44,087$44.50$2.0M20,590Feb 19, 2026
Feb 18, 2026MOption exercise
Common Stock
+20,030$21.69$434k40,620Feb 19, 2026
Feb 18, 2026SOpen-market sale
Common Stock
-20,030$44.30$887k20,590Feb 19, 2026
Feb 17, 2026MOption exercise
Option (right to buy)derivative
-42,422$0.00$00Feb 19, 2026
Feb 18, 2026MOption exercise
Option (right to buy)derivative
-44,087$0.00$00Feb 19, 2026
Feb 18, 2026MOption exercise
Option (right to buy)derivative
-20,030$0.00$00Feb 19, 2026

Related signals

Other insiders at EXELIXIS, INC. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
23Weak
EXELsell10b5-1
EXELIXIS, INC.
Mary C Beckerle
director
$527k
9,812 shares
-38%
38Weak
EXELsell 610b5-1
EXELIXIS, INC.
Sue Gail Eckhardt
director
$492k
9,812 shares
-38%
22Weak
EXELsell 610b5-1
EXELIXIS, INC.
Jack L Wyszomierski
director
$198k
3,925 shares
-1%
55Moderate
EXELsell 6
EXELIXIS, INC.
Dana Aftab
EVP, Research and Development
$2.2M
43,451 shares
-7%
55Moderate
EXELsell 9
EXELIXIS, INC.
Patrick J. Haley
EVP, Commercial
$1.6M
32,110 shares
-8%
25Weak
EXELsell 910b5-1
EXELIXIS, INC.
Brenda Hefti
SVP and General Counsel
$333k
6,625 shares
-6%
62Notable
EXELsell 9
EXELIXIS, INC.
Christopher J. Senner
EVP and CFO
$1.7M
34,901 shares
-4%
40Moderate
EXELsell 6
EXELIXIS, INC.
Mary C Beckerle
director
$374k
7,712 shares
-31%
65Notable
EXELsell 6
EXELIXIS, INC.
George Poste
director
$2.7M
60,000 shares
-34%
44Moderate
EXELsell 6
EXELIXIS, INC.
Maria C Freire
director
$949k
20,634 shares
-17%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Julie Smith sold $4.7M of EXEL | InsiderTell