AXSM Axsome Therapeutics, Inc.

neutral track record → $188.99 +4.80 (+2.6%)
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Mkt Cap $10B 52wk $96.09 - $191.50 Earnings 2026-05-04 45d ago
Insider selling: $136,761,041 sold by 8 insiders (30d)
Est. revisions: +2.2% (1 up, 0 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +1.6)

Factor Model

net +1.6 4.1 / 10
Est. Revisions
+0.1
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+1.0
Narrative Gap
+0.0

COO receives 19,663 RSUs in routine equity grant

Watch: Monitor whether equity grants accelerate or expand in size, which could signal retention concerns or major operational changes ahead. Watch for change-of-control language activation.

Axsome Therapeutics awarded its COO Mark L. Jacobson 19,663 restricted stock units as part of standard executive compensation. The grant vests over four years — 25% after one year, then three equal annual tranches through February 2030. Acceleration clauses trigger on change of control, separation, or after seven years of employment.

Routine equity grants are table stakes for C-suite retention, not a catalyst. This award suggests normal course compensation planning with no signaling value about company health or strategic direction.

Evidence

6d ago Insider sell by TABUTEAU HERRIOT (AXSM): $23,881,618
6d ago Insider sell by TABUTEAU HERRIOT (AXSM): $11,648,582
6d ago Insider sell by TABUTEAU HERRIOT (AXSM): $21,815,669
6d ago Insider buy by COLEMAN MARK H (AXSM): $200,466
2 older signals
Fundamentals & Data ▾
Axsome Therapeutics, Inc. Healthcare · Biotechnology
Mkt Cap
$10B
Beta
0.47
52w Range
$96.09 - $191.50
Short Interest
2.8M 6.56%
Days to Cover
4.9 +9%
Technicals downtrend
from 52w Hi
0.0%
1w return
+6.1%
Insiders
selling 0B / 11S
EPS Estimate
$-0.76 +2.2% 30d 1up / 0dn
Est. Dispersion
99% 7 analysts
Analyst Target
$224 $199 - $260
Options P/C
0.66
Insider Cluster
strong sell 1B / 7S
Fund Convergence
strong D.E. Shaw, Citadel, Two Sigma, Renaissance, Bridgewater
Financials
Revenue
$196M +65% YoY
FCF
$-19M
Gross Margin
94%
Op Margin
-18%
Momentum: accelerating
Top Holders
D.E. Shaw $223M
Citadel $72M
Two Sigma $34M
Renaissance $31M
Bridgewater $9M
Recent Filings & Data
insider trade 55
net selling · $136,761,041 sold · $200,466 bought
8 insiders · 55 transactions (30d)
Recent transactions
COLEMAN MARK H · sell · $4,027,750
JACOBSON MARK L · sell · $5,726,991
JACOBSON MARK L · exercise · $100,827
COLEMAN MARK H · exercise · $30,938
COLEMAN MARK H · exercise · $61,801
COLEMAN MARK H · exercise · $41,648
TABUTEAU HERRIOT · sell · $6,015,296
TABUTEAU HERRIOT · exercise · $259,928
PIZZIE NICK · sell · $2,255,040
PIZZIE NICK · exercise · $42,000
MAIZEL ARI · sell · $1,383,300
MAIZEL ARI · exercise · $530,475
TABUTEAU HERRIOT · sell · $23,881,618
TABUTEAU HERRIOT · exercise · $1,118,100
SAAD MARK E · sell · $6,206,969
SAAD MARK E · exercise · $205,135
TABUTEAU HERRIOT · sell · $11,648,582
TABUTEAU HERRIOT · exercise · $641,383
TABUTEAU HERRIOT · sell · $21,815,669
TABUTEAU HERRIOT · exercise · $1,314,791
TABUTEAU HERRIOT · sell · $5,418,060
TABUTEAU HERRIOT · exercise · $363,980
JACOBSON MARK L · sell · $1,159,600
JACOBSON MARK L · exercise · $28,500
TABUTEAU HERRIOT · sell · $7,361,891
TABUTEAU HERRIOT · exercise · $504,298
JACOBSON MARK L · sell · $5,241,127
JACOBSON MARK L · exercise · $196,500
COLEMAN MARK H · buy · $200,466
SAAD MARK E · sell · $1,141,514
SAAD MARK E · exercise · $82,143
JEFFS ROGER A · sell · $1,665,228
JEFFS ROGER A · sell · $7,303,400
JEFFS ROGER A · sell · $4,405,216
MURDOCK HUNTER R · sell · $1,370,647
MURDOCK HUNTER R · exercise · $404,204
MURDOCK HUNTER R · sell · $2,276,850
MURDOCK HUNTER R · exercise · $672,975
JACOBSON MARK L · sell · $2,761,000
JACOBSON MARK L · exercise · $200,500
COLEMAN MARK H · sell · $783,375
JACOBSON MARK L · sell · $4,232,636
JACOBSON MARK L · exercise · $263,154
COLEMAN MARK H · sell · $322,473
PIZZIE NICK · sell · $1,951,530
PIZZIE NICK · exercise · $52,500
COLEMAN MARK H · exercise · $82,143
COLEMAN MARK H · exercise · $198,455
SAAD MARK E · sell · $1,005,871
SAAD MARK E · exercise · $40,429
JACOBSON MARK L · sell · $4,022,488
JACOBSON MARK L · exercise · $192,866
COLEMAN MARK H · sell · $789,107
JACOBSON MARK L · sell · $587,813
JACOBSON MARK L · exercise · $17,801
10 signals · latest 6d ago

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