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. filed a Form 13F reporting institutional holdings with a total value of $68,178,819 and 1 reported entry. The report was signed by Isaiah Fields, Chief Legal Officer on 11-14-2025. This filing summarizes the manager's reported long positions as of the reporting period.
Axon Enterprise (AXON) insider transaction: On 11/10/2025, an officer serving as COO & CFO reported a sale of common stock under Form 4. The filing lists a disposition of 2,500 shares at $610 per share (transaction code “S”).
Following the sale, the insider beneficially owned 91,092 shares, held directly. The filing was made by one reporting person.
Axon Enterprise (AXON) disclosed that its Chief Executive Officer and Director sold 10,000 shares of common stock on 11/07/2025 in multiple transactions executed under a Rule 10b5-1 trading plan adopted on May 12, 2025. The trades were reported across price tranches, with individual weighted-average sale prices noted, ranging from $579.4601 to $610.58. Following these sales, the reporting person beneficially owns 3,023,982 shares, held directly.
Axon Enterprise (AXON) filed its Q3 2025 10‑Q, reporting net sales of $710,641,000, up from $544,274,000 a year ago. Services contributed $305,242,000, while Connected Devices delivered $405,399,000, led by TASER at $237,950,000. Gross margin was $427,348,000, but higher operating expenses resulted in an operating loss of $2,129,000. Interest expense increased to $28,912,000, and the quarter closed with a net loss of $2,186,000 (basic and diluted $(0.03) per share).
Axon strengthened liquidity, ending with cash and cash equivalents of $1,423,871,000 and short‑term investments of $952,786,000. Financing activity was significant: the company issued $1,750,000,000 in new notes, generated $362,241,000 of net proceeds from an equity offering, and repurchased a portion of its 2027 convertible notes, reducing that principal to $282,528,000. Deferred revenue totaled $1,003,606,000.
The backlog remains sizable, with approximately $8.1 billion in remaining performance obligations, of which the company expects to recognize about “20% - 25%” over the next 12 months. Shares outstanding were 78,910,466 as of October 31, 2025.
Axon Enterprise (AXON) Chief Revenue Officer reported equity transactions tied to performance-based restricted stock units under the 2024 eXponential Stock Plan. On 08/28/2025, 31,620 shares were acquired at $0 upon certification that the first and second tranches met performance conditions, bringing beneficial ownership to 50,318 shares.
On 10/31/2025, 5,850 shares were disposed of at $711.34 to settle taxes from the first tranche vesting, leaving 44,468 shares beneficially owned. The first tranche vested on 10/01/2025; the second tranche will vest on 04/01/2026, each subject to continued employment. Shares delivered for each tranche are subject to a minimum holding period until the earlier of 12/31/2030 or the date a subsequent tranche vests, excluding shares withheld or sold for taxes. The filing notes it was submitted late due to an administrative error.
Axon Enterprise, Inc. furnished an 8-K announcing it issued a shareholder letter with financial results for the quarter ended September 30, 2025. The letter is provided as Exhibit 99.1 and the Item 2.02 information is furnished, not filed, under the Exchange Act.
AXON director and CEO Patrick W. Smith reported open-market sales totaling 10,000 shares of common stock on 10/07/2025, executed in multiple blocks at weighted-average prices between $706.42 and $724.31. Each sale line lists the number of shares sold and the weighted-average sale price; after the transactions Mr. Smith holds 3,033,982 shares. The filing states the trades were made under a Rule 10b5-1 trading plan adopted on 05/12/2025, and the reporting person offers to provide trade-level price and share detail on request. The Form 4 is signed on 10/08/2025 by an attorney-in-fact.
Axon Enterprise, Inc. reported a proposed sale under Rule 144 of 10,000 common shares by an insider through UBS Financial Services on 10/07/2025. The filing lists an aggregate market value of $7,137,353.00 for the shares and states the shares were acquired by option exercise on 11/15/2021 with cash payment. The filer also disclosed two recent sales by the same person: 10,000 shares on 08/11/2025 for $8,312,887.00 and 10,000 shares on 09/08/2025 for $7,436,415.00. The notice includes the standard representation that the seller is not aware of undisclosed material adverse information.
Brittany Bagley, COO & CFO of Axon Enterprise (AXON), reported sales and tax-withholdings of company common stock in late September 2025. Restricted stock units vested and 14,430 shares were withheld to cover taxes on September 26, 2025. Under a Rule 10b5-1 trading plan adopted June 16, 2025, Bagley sold additional shares on September 29, 2025, in multiple trades: 566, 1,025, 205, 300, 1,829 and 1,075 shares at weighted-average prices ranging from about $709.80 to $716.70, with the reported weighted prices shown per line. After these transactions the filing shows Bagley beneficially owning 93,592 shares.
AXON ENTERPRISE, INC. Form 144 notice: The filer reports a proposed sale of 5,000 shares of Common stock through Morgan Stanley Smith Barney LLC on 09/29/2025, with an aggregate market value reported at $3,544,200.00 and a stated number of outstanding shares of 78,504,440. The securities were acquired as Restricted Stock Units on 09/26/2025 from the issuer and payment/consideration is listed as N/A. The filing also discloses a prior sale by Brittany Bagley of 870 shares on 09/15/2025 for gross proceeds of $672,724.89. Broker address and signature/attestation language are included in the notice.