STOCK TITAN

Exelixis (EXEL) director exercises options and sells 20,634 shares at $46

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

EXELIXIS, INC. director Maria C. Freire reported an exercise-and-sale transaction in company stock. On May 7, 2026, she exercised options to acquire 20,634 shares of Common Stock at $19.77 per share, then sold 20,634 shares in an open-market sale at $46.00 per share.

After these transactions, she directly holds 100,819 shares of Common Stock, which include 9,812 shares that will be issued upon vesting of restricted stock units. The option exercised covered 20,634 shares, became fully exercisable on May 23, 2019, and now has no remaining balance.

Positive

  • None.

Negative

  • None.
Insider Freire Maria C
Role null
Sold 20,634 shs ($949K)
Type Security Shares Price Value
Exercise Option (right to buy) 20,634 $0.00 --
Exercise Common Stock 20,634 $19.77 $408K
Sale Common Stock 20,634 $46.00 $949K
Holdings After Transaction: Option (right to buy) — 0 shares (Direct, null); Common Stock — 121,453 shares (Direct, null)
Footnotes (1)
  1. Includes 9,812 shares of Exelixis, Inc. common stock ("Common Stock") that will be issued to the Reporting Person upon vesting of restricted stock units ("RSUs"). Each RSU is the economic equivalent of one share of Common Stock. The option, representing the right to purchase a total of 20,634 shares of Common Stock, became fully exercisable on May 23, 2019.
Shares sold 20,634 shares Common Stock sold at $46.00 on May 7, 2026
Sale price $46.00 per share Open-market sale of Exelixis Common Stock
Option exercise price $19.77 per share Exercise of option for 20,634 shares
Shares acquired via exercise 20,634 shares Common Stock from derivative exercise on May 7, 2026
Shares held after transactions 100,819 shares Director’s direct Common Stock holdings following transactions
RSUs outstanding 9,812 shares Shares to be issued upon vesting of RSUs
Option grant size 20,634 shares Option became fully exercisable on May 23, 2019
Option expiration May 22, 2026 Expiration date of exercised option right to buy shares
restricted stock units ("RSUs") financial
"shares of Common Stock that will be issued upon vesting of restricted stock units ("RSUs")"
Restricted stock units (RSUs) are a company promise to give an employee shares of stock (or cash equivalent) in the future, but only after certain conditions—usually staying with the company for a set time or hitting performance goals—are met. Investors watch RSUs because when they vest they increase the number of shares outstanding and can lead insiders to sell shares, affecting share price, company dilution and the true cost of employee pay.
economic equivalent financial
"Each RSU is the economic equivalent of one share of Common Stock"
derivative security financial
"transaction code description: Exercise or conversion of derivative security"
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
Option (right to buy) financial
"security_title: Option (right to buy)"
open-market sale financial
"transaction_action: open-market sale"
An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Freire Maria C

(Last)(First)(Middle)
C/O EXELIXIS, INC.
1851 HARBOR BAY PARKWAY

(Street)
ALAMEDA CALIFORNIA 94502

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
EXELIXIS, INC. [ EXEL ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/07/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock05/07/2026M20,634A$19.77121,453(1)D
Common Stock05/07/2026S20,634D$46100,819(1)D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Option (right to buy)$19.7705/07/2026M20,63405/23/2019(2)05/22/2026Common Stock20,634$00D
Explanation of Responses:
1. Includes 9,812 shares of Exelixis, Inc. common stock ("Common Stock") that will be issued to the Reporting Person upon vesting of restricted stock units ("RSUs"). Each RSU is the economic equivalent of one share of Common Stock.
2. The option, representing the right to purchase a total of 20,634 shares of Common Stock, became fully exercisable on May 23, 2019.
Remarks:
/s/ Nina Ayer, Attorney in Fact05/08/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did Exelixis (EXEL) director Maria C. Freire report in this Form 4?

Director Maria C. Freire reported exercising stock options and selling Exelixis shares. She exercised options for 20,634 Common shares at $19.77 each, then sold 20,634 shares at $46.00, and now directly holds 100,819 shares, including unvested RSUs.

How many Exelixis (EXEL) shares did Maria C. Freire sell and at what price?

Maria C. Freire sold 20,634 shares of Exelixis Common Stock in an open-market transaction. The reported sale price was $46.00 per share on May 7, 2026, following an option exercise for the same number of shares earlier that day.

What stock options did Maria C. Freire exercise in Exelixis (EXEL)?

She exercised an option covering 20,634 Exelixis Common shares with a $19.77 exercise price. The option was fully exercisable since May 23, 2019, and after this transaction the reported option balance is zero, indicating the entire grant was exercised.

How many Exelixis (EXEL) shares does Maria C. Freire hold after these transactions?

After the reported transactions, Maria C. Freire directly holds 100,819 Exelixis Common shares. This total includes 9,812 shares that will be issued upon vesting of restricted stock units, each RSU being economically equivalent to one share of Common Stock.

What are the restricted stock units (RSUs) reported for Exelixis (EXEL)?

The filing notes 9,812 Exelixis RSUs that will convert into Common Stock upon vesting. Each RSU is economically equivalent to one share of Common Stock, meaning they add to Maria C. Freire’s future share ownership once the vesting conditions are met.

Was this Exelixis (EXEL) Form 4 mainly a stock option exercise and sale?

Yes. The Form 4 shows a combined option exercise and share sale. Maria C. Freire exercised options for 20,634 shares at $19.77 and sold 20,634 shares at $46.00 the same day, while maintaining a remaining direct position of 100,819 shares.