Welcome to our dedicated page for Axogen SEC filings (Ticker: AXGN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Axogen, Inc. filings document a Nasdaq-listed operating company focused on peripheral nerve repair technologies and related surgical products. Form 8-K reports furnish quarterly and annual operating results, Regulation FD investor presentations, FDA-related disclosures for Avance® (acellular nerve allograft-arwx), and material agreements tied to common stock financing and shelf registration activity.
Proxy materials describe shareholder voting matters, board governance, executive compensation, equity awards, and pay-versus-performance disclosures. The filing record also identifies Axogen’s common stock structure and corporate governance framework, while event reports record officer compensation arrangements, regulatory language for Avance, and other formal updates to the company’s public disclosure record.
Axogen, Inc. CFO Lindsey Marie Hartley reported routine equity compensation activity tied to restricted stock units (RSUs) vesting on March 16, 2026. She exercised RSUs covering 9,000 shares of common stock, consistent with the plan that each RSU delivers one share when it vests.
To satisfy tax withholding obligations, the issuer withheld 3,542 shares of common stock at $32.84 per share rather than executing any open-market sale. After these RSU conversions and tax withholdings, Hartley holds 60,734 shares of Axogen common stock directly.
Axogen, Inc.’s Chief Marketing Officer, Jens Kemp, reported equity compensation changes and related tax-withholding transactions. On February 26, 2026, he was granted 23,000 restricted stock units (RSUs) and 50,670 shares of common stock as awards at no purchase price.
The RSUs vest fully on February 26, 2030, with 50% vesting on February 26, 2028 and 25% vesting on each of the next two yearly anniversaries. To cover withholding tax from vesting PSUs and RSUs, the issuer withheld 15,414 shares at $31.90 and 2,952 shares at $30.65, and no shares were sold by Kemp. Following these transactions, he directly holds 76,451 shares of common stock and 23,000 RSUs, and a prior overstatement of his beneficial ownership by 4,003 shares has been corrected.
Axogen, Inc. Chief Innovation Officer Erick Wayne DeVinney reported equity compensation and related tax-withholding transactions. On February 26, 2026, he received grants of 23,000 restricted stock units and 33,780 shares of common stock as awards, at no cash cost per share.
The filing also shows dispositions of 11,276 shares and 10,702 shares of common stock identified as tax-withholding transactions, used to cover tax liabilities from the vesting of performance stock units and restricted stock units. Footnotes clarify that no shares were sold by the reporting person in these dispositions.
Each restricted stock unit represents one share of Axogen common stock. The RSU award is scheduled to fully vest on February 26, 2030, with 50% vesting on February 26, 2028 and an additional 25% vesting each 12 months thereafter, with shares delivered upon each vesting date.
Axogen, Inc. executive vice president and general counsel Marc A. Began reported several equity compensation transactions. On February 26, 2026, he received a grant of 23,000 restricted stock units (RSUs), which vest through February 26, 2030 under a multi-year schedule.
On February 26, 2026 and March 1, 2026, performance stock units and RSUs vested, leading to the acquisition and delivery of 11,250 shares of common stock at no cost via derivative exercises. In connection with these vestings, 8,753 shares at $31.90 and 4,427 shares at $30.65 of common stock were withheld to cover tax liabilities; the footnotes state that no shares were sold by Began.
Axogen, Inc. reported equity compensation changes for CFO Lindsey Marie Hartley. On February 26, 2026, she acquired 23,000 restricted stock units (RSUs), each representing a contingent right to receive one share of Axogen common stock.
On the same date, 17,453 shares of common stock became vested upon attainment and certification of performance criteria, increasing her direct common stock holdings. 6,630 shares of common stock at $31.90 per share were withheld to satisfy tax obligations related to these awards and did not involve an open market sale. After these transactions, she directly owned 55,276 shares of common stock and 23,000 RSUs, with the RSUs scheduled to vest 50% on February 26, 2028 and the remainder annually until fully vested on February 26, 2030.
DALE MICHAEL D reported acquisition or exercise transactions in this Form 4 filing.
Axogen, Inc. reported that Chief Executive Officer Michael D Dale received a grant of 98,000 restricted stock units (RSUs) on February 26, 2026. Each RSU represents a contingent right to receive one share of Axogen common stock. The RSUs vest over four years: 50% of the shares vest on February 26, 2028, with an additional 25% vesting on February 26, 2029 and the final 25% on February 26, 2030. Vested shares will be delivered to the CEO on each vesting date, aligning his compensation more closely with the company’s long-term stock performance.
Axogen, Inc. CFO Lindsey Marie Hartley reported equity compensation activity involving restricted stock units and common shares. She received a grant of 17,500 restricted stock units, each representing a contingent right to one share of Axogen common stock. On the same date, she also acquired 17,500 shares of common stock, increasing her direct common stock holdings to 51,157 shares before tax withholding.
To cover tax obligations from vesting restricted stock units, 6,704 common shares were withheld by Axogen at $35.38 per share, reducing her directly held common stock to 44,453 shares. According to the vesting schedule, all shares underlying the restricted stock units will be fully vested on February 22, 2028, with 50% vesting on February 22, 2026 and an additional 25% vesting each of the next two years.
Axogen, Inc. focuses on technologies for peripheral nerve regeneration, offering a portfolio that includes Avance nerve allografts, Axoguard nerve connectors, protectors and caps, and the Avive+ amniotic membrane matrix. These products are used across trauma, oral and maxillofacial, head and neck, breast reconstruction, and urology procedures.
The company estimates a U.S. total addressable market of at least $5.6 billion, including $2.9 billion in extremities, $1.2 billion in oral maxillofacial, $677 million in breast neurotization, and $754 million in urology. On December 3, 2025, the FDA approved a Biologics License Application for Avance, including accelerated approval for longer sensory and mixed/motor nerve gaps, with a required post‑marketing comparative study versus autograft. Axogen invested about $32.9 million in R&D in 2025 and continues to build extensive clinical evidence, led by its large RANGER registry and multiple prospective trials.
Axogen, Inc. reported strong growth for 2025, with full-year revenue of $225.2 million, up 20.2% from 2024, and fourth quarter revenue of $59.9 million, up 21.3% year over year but slightly below the prior quarter. Full-year gross margin was 74.3% versus 75.8% in 2024, reflecting approximately $1.9 million of one-time costs tied to FDA Biologics License Application approval for Avance®, most of which were non-cash stock-based compensation. GAAP net loss widened to $15.7 million, or $0.34 per share, but adjusted net income rose to $14.4 million and adjusted EBITDA increased to $27.9 million from $19.8 million. Cash, restricted cash, and investments reached $45.5 million at December 31, 2025. For 2026, the company guides to at least $265.7 million in revenue (18% growth), gross margin of 74–76%, and expects to be free cash flow positive.
Axogen, Inc. entered into an underwriting agreement to sell 4,000,000 shares of its common stock at a public offering price of $31.00 per share, with underwriters holding a 30‑day option to buy up to an additional 600,000 shares. The shares are being sold under an automatic shelf registration and the offering is expected to close on January 23, 2026.
The company also signed a payoff letter for its term loan credit facility with Oberland Capital and affiliates, setting a final payoff amount of approximately $69.7 million if repaid on or before February 15, 2026. After the offering is completed and repayment conditions are met, Axogen expects to use a significant portion of the net proceeds to pay off the credit facility, which would terminate the loan and release all related liens.