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. reported that its Compensation Committee approved higher pay and updated restrictive covenants for Chief Financial Officer Lindsey Hartley. Effective January 1, 2026, her annual base salary will increase by 7%, and her target bonus opportunity under the company’s annual incentive program will rise from 50% to 60% of her annual base salary. The company and Ms. Hartley also entered into an Amended and Restated Confidentiality, Intellectual Property, Non-Competition and Non-Solicitation Agreement, effective December 5, 2025, which includes a two-year post-employment non-competition covenant, while her other compensatory arrangements remain unchanged.
Axogen, Inc. announced that the U.S. Food and Drug Administration has approved its Biologics License Application for Avance® (acellular nerve allograft-arwx), a nerve repair product. Some indications, including sensory nerve discontinuities greater than 25 mm and mixed and motor nerve discontinuities, were cleared under the FDA’s Accelerated Approval pathway based on improvements in static two-point discrimination in smaller sensory nerve gaps. Continued approval for these uses depends on confirmatory studies that verify and describe clinical benefit. The company expects the licensed Avance product to be commercially available in early second quarter 2026, while Avance remains available under the current tissue framework until then.
Axogen (AXGN) insider activity: Director William Burke reported option exercises and open‑market sales executed under a Rule 10b5‑1(c) plan adopted March 14, 2025. On 11/10/2025, he exercised stock options at $8.14 to acquire 19,227 shares, then sold 19,227 shares at a weighted average price of $24.01, with trades ranging from $24.00 to $24.10. On 11/11/2025, he exercised options at $8.14 for 3,591 shares and sold 3,591 shares at a weighted average price of $24.018, with trades from $24.00 to $24.13.
Following these transactions, he directly owned 100 shares. The exercised options carried a $8.14 exercise price and an expiration of July 11, 2032, from a grant that vested in three equal annual installments on the annual anniversary of the grant date, July 11, 2022.
Axogen (AXGN) Form 4: Director William Burke reported option exercises and matched open‑market sales executed under a Rule 10b5‑1(c) trading plan adopted March 14, 2025. On 11/05/2025, he exercised 11,431 stock options at $8.14 and sold 11,431 shares at a weighted average price of $24.048, with trades ranging from $24.00 to $24.25. On 11/06/2025, he exercised 5,347 options at $8.14 and sold 5,347 shares at a weighted average of $24.008, with trades from $24.00 to $24.06.
Following these transactions, he held 100 shares of common stock directly. The underlying options are from a grant that vested in three equal annual installments on the anniversary of the July 11, 2022 grant date and carry an expiration of 07/11/2032. The filing shows 22,818 derivative securities beneficially owned after the 11/06 activity.
Axogen, Inc. (AXGN): Director Form 4 activity
Director reported option exercises and same‑day open‑market sales under a Rule 10b5‑1(c) trading plan adopted March 14, 2025. On 10/29/2025, options for 20,436 shares were exercised at $6.30 and sold at a weighted average $19.1542 (shares sold at prices from $19.00 to $19.50). Also on 10/29/2025, options for 19,799 shares were exercised at $8.14 and sold at $22. On 10/30/2025, options for 18,248 shares were exercised at $7.04 and sold at $23.
Following these transactions, direct beneficial ownership of common stock was 100 shares. The $6.30 and $7.04 option grants show 0 remaining after exercise, while the $8.14 grant shows 39,596 derivative securities beneficially owned following the reported transactions.
Axogen (AXGN) reported Q3 2025 results. Revenue was $60,082, up 23.5% year over year, with gross profit of $45,993 and gross margin of 76.6%. The quarter delivered net income of $708 (diluted EPS $0.01) versus a loss a year ago, as sales and marketing investments supported higher volumes and pricing.
For the first nine months, revenue reached $165,304 and net loss was $2,547. Cash, cash equivalents and investments totaled $35,791 as of September 30, 2025. Management noted that discontinuing the Avance case stock program and moving some customers to direct orders increased Q3 revenue by about $1.6 million.
Industry tailwinds included new society statements from AAHS and ASRM recognizing nerve allograft as a standard option and broader payer coverage, adding approximately 18.1 million covered lives in 2025. The FDA accepted the BLA for Avance Nerve Graft and, after a major amendment, set a December 5, 2025 PDUFA goal date.
Axogen, Inc. furnished an 8-K announcing its third quarter 2025 financial results communications. The company issued a Q3 2025 earnings press release and posted a results presentation; these are furnished under Items 2.02 and 7.01, respectively.
The materials are available as Exhibit 99.1 (press release) and Exhibit 99.2 (presentation) dated October 29, 2025, and are furnished rather than filed. The presentation was also posted at https://ir.axogeninc.com/news-events.
Axogen, Inc. (AXGN): Form 4 insider transaction — A company director reported a sale of common stock on 10/22/2025. The filing shows 1,457 shares were sold at a weighted average price of $18.018 per share, with individual trades executed between $18.00 and $18.045.
The transaction was made pursuant to a Rule 10b5-1(c) trading plan adopted on March 14, 2025. Following the sale, the reporting person beneficially owns 100 shares directly.
Axogen, Inc. (AXGN) director William P. Burke reported the sale of 736 shares of common stock on 10/06/2025 at a weighted average price of approximately $18.00 to $18.01 per share, leaving him with 1,557 shares beneficially owned. The filing notes the sale was executed under a pre-established Rule 10b5-1(c) trading plan adopted on 3/14/2025, and the reported price is a weighted average across multiple transactions; additional breakdowns by price will be provided on request to regulators or the issuer. The Form 4 was signed by an attorney-in-fact on behalf of Mr. Burke on 10/07/2025.
William P. Burke, a director of Axogen, Inc. (AXGN), reported multiple sales of common stock on 10/02/2025 and 10/03/2025. The filings show four sale entries totaling 32,191 shares sold from both Mr. Burke and the Elizabeth J. Burke 2024 Irrevocable Trust. The reported sale prices are shown as weighted averages with executed price ranges between $18.00 and $18.60 per share.
The Form 4 states the transactions were made pursuant to a Rule 10b5-1(c) trading plan adopted March 14, 2025. After the reported transactions the schedule shows 2,293 shares held directly and 0 shares held indirectly by the trust in the most recent line, reflecting the post-transaction beneficial ownership reported on the form.