EXEL EXELIXIS, INC.

NEUTRAL Impact: 3/10 Insider Cluster (2 insiders)
Horizon days Filed May 28, 2026 Processed 11d 10h ago
Insider cluster: 2 insiders, $3.8M total
Latest settled — T+5d ⚠ clustered
EXEL ▲ +2.55% at T+5d
NEUTRAL call ✓ call won +2.55% · α vs SPY +2.84% · entry $50.32 → $51.60
Next anchor: T+20d in 16d
Last close $51.74 (close Jun 8) · +2.83% from $50.32 entry
Entry anchored
May 28, 03:59 PM ET
via Databento tick
T+1d
-0.08%
call -0.08% · α -0.35%
$50.28
settled 12d ago
T+5d
+2.55%
call +2.55% · α +2.84%
$51.60
settled 6d ago
T+20d
call — · α —
in 16d
T+60d
call — · α —
in 2mo

Price Chart

Loading chart...

Executive Summary

Two EVPs at Exelixis sold a combined $3.79M in open-market sales over a week, with no insider buying. The sales are modest relative to the $12.9B market cap (~0.03%), and the cluster is driven by two senior commercial and R&D executives, not the CEO/CFO. Per the asymmetry rule, cluster sales are not amplified beyond the proportionality band, and the dollar amount is trivial for a company of this size.

Key Financial Metrics

Direction
selling
Total Value
$3.8M
Insiders
2

Actionable Insight

Insider selling is routine in both dollar amount and seniority level. No bearish signal. Monitor the next earnings release for any guidance changes, but this cluster alone does not warrant action.

Key Facts

  • EVP Commercial Patrick J. Haley sold 32,100 shares at $49.81 for $1.60M on 2026-05-20.
  • EVP R&D Dana Aftab sold 43,451 shares at $50.35 for $2.19M on 2026-05-26.
  • Total insider sales: $3.79M, representing ~0.03% of Exelixis's $12.9B market cap.
  • No insider purchases occurred in the cluster window.
  • A director (David Edward Johnson) received a non-cash grant of 19,133 shares on 2026-05-27 with $0 economic value.
  • Prior 30-day insider activity included 4 sells totaling $5.9M, consistent with routine selling patterns.

Financial Impact

Total open-market sales of $3.79M, or ~0.03% of market cap — immaterial relative to company size.

insider selling volume

Risk Factors

  • No material risk identified from this insider activity.

Market Snapshot

Exchange
Nasdaq
Sector
Biological Products, (No Diagnostic Substances)
Analyst Consensus
58% bullish (26 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-EXEL-1780086707364
10 reports for EXEL
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for EXEL — sortable, filterable
Type Now
Jun 3, 2026
6d ago
Insider Cluster
NEUTRAL ★ 2/10
$52.39 $52.69▲ +0.57%▲ +3.17%$51.74 (−1.24%)
May 29, 2026
11d ago
8-K
NEUTRAL ★ 3/10
$50.20 $48.49▼ −3.41%▼ −3.55%$51.74 (+3.07%)
May 28, 2026
12d ago
Insider Cluster
NEUTRAL ★ 3/10
$50.32 $50.28▼ −0.08%▼ −0.35%$51.74 (+2.83%)
May 28, 2026
12d ago
Insider Cluster
NEUTRAL ★ 3/10
$50.32 $50.28▼ −0.08%▼ −0.35%$51.74 (+2.83%)
May 28, 2026
12d ago
Insider Cluster
NEUTRAL ★ 3/10
$50.32 $50.20▼ −0.24%▼ −0.50%$51.74 (+2.83%)
May 22, 2026
18d ago
Insider Cluster
NEUTRAL ★ 3/10
$49.94 $49.82▼ −0.24%▼ −0.25%$51.74 (+3.61%)
May 19, 2026
21d ago
Insider Cluster
NEUTRAL ★ 3/10
$49.89 $49.49▼ −0.80%▼ −1.00%$51.74 (+3.71%)
May 7, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$46.10 $48.15▲ +4.45%▲ +3.62%$51.74 (+12.24%)
Apr 17, 2026
7w ago
DEFA14A
NEUTRAL ★ 3/10
$43.59 $45.88▲ +5.25%▲ +5.91%$51.74 (+18.70%)
Feb 28, 2026
14w ago
Institutional Cluster
BULLISH ★ 7/10
$40.98 $40.58▼ −0.98%▼ −0.06%$51.74 (+26.26%)
Showing 10 of 10

US Market Status

Market Closed — Opens in 6h 6m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access