Axon Enterprise, Inc. filings document operating results and corporate actions for a public safety technology company with Software & Services and Connected Devices activities. Form 8-K reports include shareholder letters on financial results and outlooks, product demand across TASER devices, Axon Body cameras, Axon Evidence, AI products, counter-drone offerings and real-time operations, as well as material-event disclosures tied to capital structure.
Proxy materials cover board composition, shareholder meeting matters, executive compensation and equity awards. Other 8-K and 8-K/A filings record director election updates and the redemption and settlement of 0.50% convertible senior notes due 2027, including the disclosure that no convertible notes remained outstanding after the redemptions and conversions.
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 $550.2209 per share and 35 shares at a weighted average price of $551.3929 per share, for a total of 100 shares sold.
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.
Axon Enterprise, Inc. officer reports equity award vesting and tax withholding transactions. The company’s Chief Accounting Officer acquired 3,906 shares of Axon common stock on 11/13/2025 at a stated price of $0, reflecting performance-based restricted stock units from a 2023 grant under the 2024 eXponential Stock Plan, for which the third tranche performance conditions were certified on that date. On the same day, 2,277 shares were disposed of at $557.29 per share, representing shares withheld to cover the reporting person’s tax liability from vesting. After these transactions, the officer directly owned 16,632 shares of Axon common stock. The vested tranche is scheduled to fully vest on June 1, 2026, subject to continued employment, and the delivered shares will be subject to a minimum holding period until the earlier of December 31, 2030 or the vesting of a subsequent tranche, excluding shares used to cover taxes.
Axon Enterprise, Inc. reported an equity award event for its COO & CFO, Brittany Bagley. On 11/13/2025, she acquired 30,560 shares of Axon common stock at a price of $0, reflecting the certification of performance conditions for the third tranche of performance-based restricted stock units (XSUs) granted on December 22, 2023 under the Axon Enterprise, Inc. 2024 eXponential Stock Plan. These XSUs relate to a tranche whose performance goals were certified as achieved by the Compensation Committee on that date. After this transaction, she beneficially owns 121,652 shares of common stock directly. The tranche is scheduled to vest on June 1, 2026, subject to continued employment, and the shares delivered will be subject to a minimum holding period until the earlier of December 31, 2030 or the vesting of a subsequent XSU tranche, excluding shares used to cover taxes.