Welcome to our dedicated page for Axon Enterprise SEC filings (Ticker: AXON), 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.
Axon Enterprise's SEC filings reveal how its business model splits between one-time hardware sales and recurring subscription revenue from Evidence.com cloud services. The company's 10-K annual reports break down revenue by product category, showing the growing contribution of software subscriptions compared to traditional conducted electrical weapon sales. These segment disclosures help you understand whether Axon operates primarily as a hardware manufacturer or an increasingly software-focused company.
Quarterly 10-Q filings track the subscription backlog, which represents contracted future revenue from multi-year evidence management agreements with law enforcement agencies. This metric signals the stability of Axon's recurring revenue base and the stickiness of its platform once agencies adopt the integrated ecosystem. The filings also disclose research and development spending focused on artificial intelligence applications for automated video processing and evidence categorization.
Form 4 insider transaction filings show when executives and board members buy or sell AXON shares, providing insight into insider confidence during periods of contract wins, product launches, or regulatory developments affecting the law enforcement technology market. Material events captured in 8-K filings include major agency contract awards, acquisition announcements, and strategic partnerships that expand Axon's addressable market beyond traditional policing into corrections, corporate security, and international law enforcement.
Our AI assistance highlights revenue segment breakdowns instantly, extracts subscription metrics from dense financial footnotes, and tracks how deferred revenue and contract liabilities evolve quarter-over-quarter as agencies sign and renew agreements.
Axon Enterprise, Inc. has given formal notice that it will redeem all of its outstanding 0.50% convertible senior notes due 2027 on February 10, 2026. The notes will be redeemed at 100% of their principal amount, plus accrued and unpaid interest up to, but excluding, the redemption date.
Noteholders are allowed to convert their notes into a mix of cash and Axon common stock at any time until the close of business on February 6, 2026. Axon will pay cash for up to the principal amount (including any cash in place of fractional shares) and will deliver shares of common stock for any conversion value above principal. The final settlement amounts for conversions will be calculated over a 30 trading day observation period from December 24, 2025 through February 6, 2026, and paid or delivered on February 10, 2026.
Axon Enterprise, Inc. reported an insider equity award to its Chief Accounting Officer, Jennifer H. Mak. On 12/15/2025, she acquired 1,359.824 shares of common stock at a price of $0, reported as an acquisition under a company equity plan. Following this transaction, she beneficially owned 14,873.824 shares of Axon common stock in total.
The filing explains that these are time-vested restricted stock units granted under the Axon Enterprise, Inc. Amended and Restated 2022 Stock Incentive Plan. The units are scheduled to vest in four equal installments of 339.956 shares each on March 3, 2028, May 31, 2028, August 31, 2028, and November 30, 2028, aligning her compensation with the company’s longer-term performance.
Axon Enterprise, Inc. updated a prior report to detail the closing of separate, privately negotiated exchange transactions with certain holders of its 0.50% Convertible Senior Notes due 2027. On December 16, 2025, holders exchanged $196,854,000 in aggregate principal amount of these notes for a combination of $196,859,243.77 in cash, which included accrued interest and cash in lieu of fractional shares, and 526,802 shares of Axon common stock. The update clarifies the total amount of notes included, reflecting an additional $19,000,000 principal amount from an exchange agreement entered into on December 15, 2025.
Axon Enterprise director Caitlin E. Kalinowski reported an insider ownership change involving a charitable gift of company stock. On 12/15/2025, she disposed of 180 shares of Axon Enterprise common stock in a transaction coded "G," which is described as a gift to a charitable donor-advised fund at a reported price of $0 per share. Following this transaction, she directly beneficially owns 4,515 shares of Axon Enterprise common stock.
Axon Enterprise's COO and CFO, Brittany Bagley, reported selling 2,000 shares of common stock on 12/11/2025 at a price of $580 per share.
Following this sale, she beneficially owns 103,501 shares directly, indicating she continues to hold a substantial stake in Axon while disposing of a small portion of her holdings.
Axon Enterprise director Jeri Williams reported selling small amounts of company common stock. On December 4, 2025, Williams sold 65 shares at a weighted average price of
After these transactions, Williams directly beneficially owned 1,316 shares of Axon Enterprise common stock. Each sale was executed in multiple trades within narrow price ranges, and full trade details are available on request to the company, the SEC staff, or security holders.
Axon Enterprise, Inc. reported an equity award update for its President, Joshua Isner. On 11/13/2025, he acquired 67,910 shares of common stock at a price of $0, increasing his directly held beneficial ownership to 306,289 shares. These shares relate to performance-based restricted stock units (XSUs) originally granted on December 22, 2023 under the Axon Enterprise, Inc. 2024 eXponential Stock Plan.
The reported tranche of XSUs had its performance conditions certified as achieved by the company’s Compensation Committee on 11/13/2025 and is scheduled to vest on June 1, 2026, subject to Mr. Isner’s continued employment through that date. After vesting, the delivered shares will be subject to a minimum holding period until the earlier of December 31, 2030 or the vesting date of a subsequent XSU tranche, excluding any shares withheld or sold to cover taxes.
Axon Enterprise, Inc. officer Jeffrey C. Kunins reported an equity award event involving 20,618 shares of common stock. These shares relate to performance-based restricted stock units (XSUs) granted on December 22, 2023 under the Axon Enterprise, Inc. 2024 eXponential Stock Plan, for which the third tranche performance conditions were certified as met on November 13, 2025.
The tranche is scheduled to vest on June 1, 2026, contingent on continued employment through that date. After vesting, the delivered shares are subject to a minimum holding period until the earlier of December 31, 2030 or the vesting of a later XSU tranche, excluding shares used to cover taxes. Following the reported transaction, Kunins beneficially owns 94,563 shares directly and 70,593 shares indirectly through an LLC of which he is the sole member.
Axon Enterprise, Inc. (AXON) reported that its Chief Executive Officer and director received 97,015 shares of common stock on 11/13/2025 through performance-based restricted stock units tied to tranche 3 of the 2024 CEO Performance Award. The Compensation Committee certified that the performance conditions were achieved on that date, triggering the award. These units are scheduled to vest on December 31, 2029, subject to the CEO’s continued employment. After this transaction, the CEO beneficially owns 3,120,997 shares of Axon common stock directly. Vested shares from each tranche are subject to a minimum holding period until the earlier of December 31, 2030 or the vesting of a subsequent tranche, other than shares withheld for taxes.
Axon Enterprise, Inc. (AXON) reported an insider equity award for its Chief Revenue Officer. On 11/13/2025, 15,810 shares of common stock were acquired at a price of $0, increasing the officer’s directly held stake to 60,278 shares. These shares relate to performance-based restricted stock units (XSUs) originally granted on April 1, 2024, for which the performance conditions for the third tranche were certified as achieved on that date.
The certified tranche will vest on October 1, 2026, subject to continued employment through that date. After vesting, the delivered shares are subject to a minimum holding period until the earlier of December 31, 2030 or the vesting of a subsequent XSU tranche, other than any shares withheld or sold to cover taxes.
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