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 ownership filing shows Vanguard Capital Management beneficially owns 5,820,099 shares of Common Stock, representing 7.23% of the class as reported with an ownership date of 03/31/2026. The filer reports sole voting power for 776,974 shares and sole dispositive power for 5,820,099 shares. The disclosure states the position includes securities held for Vanguard funds and managed accounts and lists affiliated Vanguard entities that exercise dispositive or voting power on those holdings.
Axon Enterprise, Inc. is asking shareholders to vote at its fully virtual 2026 annual meeting on May 28, 2026, on three items: electing directors, an advisory vote on executive pay, and ratifying PricewaterhouseCoopers as auditor for 2026.
The proxy highlights Axon’s strategy as an AI‑driven, integrated hardware and software platform spanning TASER devices, cameras, cloud evidence, real‑time operations and 911 solutions. For 2025, Axon reports record revenue of $2.8 billion, up 33%, its fourth straight year above 30% growth, with Software & Services now 43% of revenue, annual recurring revenue of $1.3 billion, and net revenue retention of 125%.
Net income was $125 million (4.5% margin) and adjusted EBITDA was $710 million (25.5% margin), while bookings reached $7.4 billion, up 46%. The board stresses independent leadership, majority voting for directors, proxy access, refreshed tenure and term limits, and expanded oversight of ESG, cybersecurity and AI.
Axon Enterprise, Inc. reports that director Matthew McBrady has informed the Board that he will not stand for re-election at the Company’s 2026 Annual Meeting of Shareholders. He will continue serving as a director until his term expires at the meeting.
The Company states that Mr. McBrady’s decision is not due to any disagreement with Axon regarding its operations, policies, or practices. The Board expresses appreciation for his commitment, leadership, and contributions to the Company’s growth during his years of service.
Axon Enterprise CHIEF REVENUE OFFICER Cameron Brooks reported a routine share withholding tied to equity compensation. On the transaction date, 5,849.7 shares of Common Stock were disposed of to cover tax obligations from the vesting of restricted stock units.
These shares were withheld rather than sold in the open market, reflecting a tax-withholding disposition under the company’s 2024 eXponential Stock Plan. After this event, Brooks directly held 51,695.69 shares of Axon common stock, as reported in the filing.
Axon Enterprise Inc — The Vanguard Group filed Amendment No. 12 to a Schedule 13G/A reporting beneficial ownership of 0 shares (0%) of Axon common stock. The filing explains that, in accordance with SEC Release No. 34-39538 (January 12, 1998), certain Vanguard subsidiaries and business divisions will report beneficial ownership separately following an internal realignment on January 12, 2026. The amendment is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
Axon Enterprise director Jeri Williams reported an open-market sale of common stock. On March 17, 2026, Williams sold 157 shares at a price of $490.00 per share. After the sale, Williams directly owned 1,159 shares of Axon common stock. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 8, 2025, indicating it was scheduled in advance rather than timed discretionarily.
Axon Enterprise director Erika Nardini sold shares in an open-market trade. On March 17, 2026, she sold 198 shares of common stock at an average price of $506.579 per share. After this transaction, she directly holds 1,946 Axon common shares.