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.
Brooks Cameron, Chief Revenue Officer of Axon Enterprise, reported a transaction on 09/02/2025 disposing of 749 shares of Axon common stock. The Form 4 states the shares were withheld to satisfy the reporting person’s tax liability from the vesting of restricted stock units, at a price of $747.29 per share. After the withholding, the reporting person beneficially owned 18,698 shares, held directly. The form was signed by an attorney-in-fact on 09/03/2025. No other transactions or derivative positions are reported.
Jeri Williams, a director of Axon Enterprise, Inc. (AXON), received 100 restricted shares on 08/29/2025 that vested in full on the grant date. The award was granted under the company’s Second Amended and Restated 2022 Stock Incentive Plan and carried a reported price of $0. After the transaction, Ms. Williams is reported to beneficially own 1,516 shares of Axon common stock on a direct basis. The Form 4 was signed on behalf of Ms. Williams by an attorney-in-fact on 09/03/2025.
Jennifer H. Mak, Chief Accounting Officer of Axon Enterprise, Inc. (AXON), reported two transactions related to restricted stock units in early September 2025. On 09/02/2025 she had 85 shares withheld at a per-share price of $747.29 to satisfy tax withholding upon RSU vesting, leaving 15,155 shares beneficially owned directly. On 09/03/2025 she sold 75 shares at $723.50 under a Rule 10b5-1 trading plan adopted March 14, 2025; the filing states those sold shares were issued upon RSU settlement, resulting in 15,080 shares beneficially owned directly.
The Form 4 is signed on behalf of Ms. Mak by an attorney-in-fact and includes an address in Scottsdale, AZ. The filing explicitly notes the 10b5-1 plan box was checked, and the withholdings were to cover tax obligations from vested RSUs. No other transactions, option exercises, or derivative holdings are disclosed in this Form 4.
Todd R. Morgenfeld, a director of Axon Enterprise, Inc. (AXON), was granted 336 time-vested restricted stock units on 08/28/2025 under the Axon Amended and Restated 2022 Stock Incentive Plan. The grant was recorded as a non‑derivative acquisition at a $0 price and the reporting person beneficially owned 336 shares following the transaction. The awards are scheduled to vest in three equal installments beginning on 08/28/2026.
The Form 4 was signed on behalf of Mr. Morgenfeld by an attorney‑in‑fact on 09/02/2025. No derivative securities, option exercises, sales, or other transactions are reported in this filing.
Todd R. Morgenfeld, identified as a Director of Axon Enterprise, Inc. (AXON), filed an initial Form 3 reporting the event dated 08/28/2025. The filing states no securities are beneficially owned by the reporting person. The Form 3 was signed on behalf of Mr. Morgenfeld by an attorney-in-fact and dated 09/02/2025.
Axon Enterprise, Inc. disclosed biographical details for Todd Morgenfeld, a new director-level disclosure included in an 8-K. Mr. Morgenfeld, age 53, currently serves on the boards of AppLovin Corporation (since 2023) and Urban Outfitters, Inc. (since 2019). His corporate finance experience includes roles as Chief Financial Officer and CFO/COO at Pinterest from 2016 to 2023, Vice President of Finance at Twitter (2015–2016), and senior finance roles at Hewlett-Packard (2013–2015). Earlier career highlights include investment partner at Silver Lake Partners and Associate at Goldman Sachs. He graduated first in his class with a B.S. from West Point and holds an M.B.A. from Stanford GSB.
Brittany Bagley, listed as COO & CFO of Axon Enterprise, Inc. (AXON), reported a transaction dated 08/13/2025 on Form 4 showing the disposition of 815 shares of Axon common stock at a price of $765.52 per share. The filing states these shares were withheld to satisfy tax obligations arising from the vesting of restricted stock units. After the transaction Bagley beneficially owned 113,892 shares, held directly. The form was signed via attorney-in-fact on 08/15/2025. This disclosure documents a routine, non-market-sale withholding to cover taxes rather than an open-market sale.
Axon Enterprise insider sales by CPO & CTO Jeffrey C. Kunins: The filing shows Mr. Kunins disposed of a total of 11,891 shares between 08/13/2025 and 08/14/2025, including 5,122 shares withheld to satisfy taxes on vested restricted stock units and multiple open-market sales executed under a Rule 10b5-1 trading plan adopted March 10, 2025. Share sale prices reported as weighted averages range from about $746.62 to $753.77 across the trades. Following these transactions, the reporting person’s beneficial ownership decreased from 152,429 to 144,538 shares. The Form 4 was signed by an attorney-in-fact on 08/15/2025.
Joshua Isner, President of Axon Enterprise, Inc. (AXON), reported multiple dispositions of common stock in a Form 4. On 08/13/2025 he had 11,937 shares withheld to satisfy tax liabilities from vested restricted stock units. On 08/15/2025 he sold a series of 13 tranches totaling 15,919 shares under a Rule 10b5-1 trading plan adopted on 08/21/2024; the reported weighted average prices for those trades ranged from $739.0411 to $751.35 with detailed price ranges disclosed for each tranche. Following these transactions the filing reports 238,379 shares beneficially owned. The Form 4 is signed by attorney-in-fact Isaiah Fields on 08/15/2025.
Insider purchase reported: Axon Enterprise director Hadi Partovi acquired 1,358 shares of Axon common stock on 08/13/2025 at a weighted average price of $739.9998 per share. After the purchase, Partovi beneficially owns 237,938 shares. The filing notes the trade was executed in multiple trades with prices ranging from $739.81 to $740.00 and that the reported price reflects a weighted average. The Form 4 was submitted by one reporting person and signed by an attorney-in-fact.
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