Axogen Inc SEC Filings

On 20 June 2025, Permian Basin Royalty Trust (NYSE: PBT) filed a Form 8-K under Item 2.02 to report that it has released a press announcement (Exhibit 99.1) regarding its regular monthly cash distribution. Unitholders on record as of 30 June 2025 will qualify for the payment. The filing explicitly states that the information is being furnished, not filed, thereby avoiding Section 18 liability.

No distribution amount, payment date, production data or other operating metrics were included. Aside from listing the exhibit, the document contains no additional financial statements or material events.

Axogen, Inc. (AXGN) – Form 4 insider filing

Director Amy McBride Wendell received an annual equity grant of 14,150 restricted stock units (RSUs) on 06/19/2025. The award is valued at $150,000 and represents the company’s standard director compensation. Each RSU converts to one common share upon vesting, which occurs in a single tranche on 06/19/2026, the one-year anniversary of the grant date. Following the transaction, Wendell’s directly held derivative position totals 14,150 RSUs; no open-market purchases or sales of common stock were reported. The filing does not indicate the adoption of a Rule 10b5-1 trading plan, and no other securities were acquired or disposed of.

Because the award is part of routine board compensation rather than an opportunistic purchase, the filing is unlikely to have a material impact on AXGN’s share price but does underscore continued alignment between the director and shareholder interests through equity-based pay.

Axogen, Inc. (AXGN) filed a Form 4 disclosing that Director Kathy Johnson Weiler received an annual equity grant of 14,150 restricted stock units (RSUs) on 06/19/2025. Each RSU converts into one share of common stock upon vesting, giving Weiler contingent rights to the same number of shares.

The grant is valued at approximately $150,000 based on Axogen’s share price at the grant date and vests in full on 06/19/2026, the one-year anniversary of the award. Following the transaction, the director beneficially owns 14,150 AXGN shares, all held directly. No shares were sold or otherwise disposed of.

The filing reflects routine board compensation, introduces no immediate cash outflow for the company, and does not materially change Axogen’s share count or insider ownership profile.

Form 4 snapshot: Axogen, Inc. (AXGN) disclosed that Director William P. Burke received 14,150 restricted stock units (RSUs) on 06/19/2025 as his annual board equity retainer, valued at approximately $150,000 on the grant date. The transaction is coded “A” (acquisition), confirming that no open-market trade occurred.

Each RSU converts to one share of common stock upon vesting, which is scheduled for 06/19/2026, the first anniversary of the grant. Until then the award remains a contingent right rather than outstanding shares.

Following the award Mr. Burke’s derivative holdings increased by 14,150 units, all held directly. The filing reports no dispositions, option exercises or sales, and does not affect the company’s share count or cash position. The grant aligns director compensation with long-term shareholder value and is routine under Axogen’s board compensation program.

Axogen, Inc. (AXGN) – Form 4 insider filing dated 20 June 2025

The document discloses that Director Alan M. Levine received an annual equity award of 14,150 restricted stock units (RSUs) on 19 June 2025. The grant carries an estimated fair value of $150,000 and converts to common stock on a one-for-one basis. All units vest in a single tranche on 19 June 2026, aligning compensation with a full year of board service. No open-market transactions occurred, and the exercise price is $0, confirming the award is strictly compensatory.

After the grant, Levine beneficially owns 14,150 derivative securities; no common shares were sold or otherwise disposed of. The reported transaction uses code “A,” indicating an award rather than a purchase or sale.

From a capital-structure perspective, the additional shares represent roughly 0.03 % dilution against Axogen’s ~43 million shares outstanding—an immaterial impact. Nonetheless, the filing provides a modestly positive governance signal by further aligning a board member’s interests with those of shareholders.

Axogen, Inc. (AXGN) – Form 4 insider filing

Director Paul Thomas received 18,867 restricted stock units (RSUs) on 19 June 2025 as part of the company’s annual equity award for board service. The award is valued at approximately $200,000 on the grant date and will vest one year later on 19 June 2026. No shares were sold or disposed of, and the RSUs convert to one share of common stock each upon vesting. Following the grant, Thomas beneficially owns 18,867 derivative securities in direct form. The filing does not disclose any cash transactions, option exercises, or changes to previously held positions.

On 18 June 2025 Axogen, Inc. (NASDAQ: AXGN) held its 2025 Annual Meeting, with 37.19 million shares (81.7% of the 45.53 million outstanding) represented. All eight directors were re-elected for one-year terms; most received >95% support, although John H. Johnson secured a lower 83.7% affirmative vote.

Key voting outcomes

• Auditor ratification —Deloitte & Touche LLP re-appointed with 99.7% support (37.04 M for, 0.04 M against).
• Say-on-pay —Executive compensation approved by 88.2% of votes cast (28.70 M for, 3.24 M against).
• Long-Term Incentive Plan —Fourth amendment increasing share reserve from 10.5 M to 13.4 M passed, but only with 52.4% support (16.74 M for, 15.21 M against), indicating heightened shareholder concern over dilution.
• Say-on-pay frequency —Investors strongly favored an annual advisory vote (96.7% support).

A total of 5.2 million broker non-votes applied to each proposal. The 8-K contains no financial performance metrics or strategic announcements; it strictly reports governance results. While all management-backed items succeeded, the narrow LTIP margin and one director’s lower support suggest rising shareholder scrutiny of compensation and equity dilution.