Stoke Therapeutics filings document regulatory disclosures for a Nasdaq-listed biotechnology company developing RNA medicines, including zorevunersen for Dravet syndrome. Recent 8-K reports cover quarterly financial results, clinical-program updates, capital resources, material agreements, lease obligations, board appointments, executive compensation, auditor changes, and Regulation FD disclosures.
The company’s definitive proxy materials describe annual meeting voting matters, director elections, board committee structure, governance practices, equity compensation, and related stockholder information. Filings also identify its common stock registered on the Nasdaq Global Select Market under STOK.
Stoke Therapeutics, Inc. (STOK) reported insider activity by director Edward M. Kaye, MD. On August 14, 2026, he exercised 26,250 performance stock units, receiving an equal number of common shares and reducing that PSU award to 0. On August 18, 2026, a total of 12,567 common shares were sold in open-market transactions at weighted average prices of $32.01 and $32.47 per share, in each case as an issuer-mandated sale to satisfy tax withholding liabilities related to equity vesting.
Stoke Therapeutics, Inc. (STOK) reported insider equity activity by officer Jonathan Allan (General Counsel & Corporate Secretary). On August 14, 2026, Allan exercised 6,000 Performance Stock Units into 6,000 shares of common stock at a stated price of $0.00 per share, reducing that PSU award balance to zero. The award’s achievement had been certified on August 14, 2025, with half vesting then and the remainder vesting on August 14, 2026, subject to continued service. On August 18, 2026, the broker sold a total of 2,861 common shares in open-market transactions at weighted average prices of $32.01$32.47 per share, in an issuer-mandated sale to satisfy tax withholding liabilities related to restricted stock unit vesting and settlement.
Lynx1 Capital Management LP and Weston Nichols report beneficial ownership of Stoke Therapeutics, Inc. common stock. They report an aggregate 4,038,404 shares of common stock, representing 6.5% of the class, based on 62,240,347 shares outstanding as of March 31, 2026.
The Reporting Persons have no sole voting or dispositive power over these shares and instead report shared voting and shared dispositive power over all 4,038,404 shares. The shares are held by Lynx1 Master Fund LP and a managed account, and the Lynx1 Fund has the right to receive dividends and sale proceeds from the reported shares. The statement notes that the filing should not be construed as an admission that any Reporting Person is the beneficial owner for all purposes.
The Toronto-Dominion Bank and TD Securities Inc. report beneficial ownership of Stoke Therapeutics, Inc. common stock. Together they report holding 3,183,258 shares of common stock, representing 4.9% of the class. TD Bank has sole voting and dispositive power over 3,173,258 shares, while TD Securities Inc. has sole voting and dispositive power over 10,000 shares. Neither entity reports any shared voting or dispositive power. TD Bank is the sole owner of TD Securities Inc. and may be deemed to hold an indirect interest in the shares held by TD Securities Inc., but disclaims beneficial ownership of those shares except to the extent of its pecuniary interest. The reporting persons state that they are not part of any group with respect to Stoke Therapeutics securities and jointly file this statement under Rule 13d-1(k).
FMR LLC filed an amended Schedule 13G reporting passive ownership of STOKE THERAPEUTICS INC common stock. FMR LLC and related entities beneficially own 5,313,100 shares of common stock, representing 8.5% of the class. FMR LLC reports sole voting power over 5,312,516 shares and sole dispositive power over 5,313,100 shares, with no shared voting or dispositive power. Abigail P. Johnson is also reported as a beneficial owner with sole dispositive power over 5,313,100 shares and no voting power. One or more other persons have rights to receive dividends or sale proceeds from these shares, but no single such person holds more than five percent of the outstanding common stock.
Stoke Therapeutics, Inc. chief medical officer Barry Ticho reported selling 7,176 shares of common stock on August 3, 2026 in two open-market or private transactions, at weighted-average prices of $28.9501 and $29.4539 per share, under a Rule 10b5-1 trading plan adopted on November 19, 2025. The sales occurred in price ranges of $28.36–$29.35 and $29.36–$29.54 per share, respectively.
Stoke Therapeutics, Inc. filed a prospectus supplement relating to the offer and sale of up to $200,000,000 of common stock as “Placement Shares” under its existing Controlled Equity Sales Agreement with Cantor Fitzgerald & Co., structured as an at-the-market offering.
The prospectus supplement forms part of Stoke’s automatic shelf registration statement on Form S-3ASR (File No. 333-294402), originally filed March 18, 2026. A legal opinion from Fenwick & West LLP covering the Placement Shares is included as Exhibit 5.1, with a related consent and Inline XBRL cover data also provided.
Stoke Therapeutics, Inc. is updating its at-the-market equity program under a Controlled Equity Sales Agreement with Cantor Fitzgerald & Co. to offer and sell up to $200,000,000 of common stock from time to time on The Nasdaq Global Select Market. Cantor will act as sales agent on a commercially reasonable efforts basis and receive up to 3.0% of gross proceeds as commissions, and will be deemed an underwriter.
As context, 62,402,595 shares of common stock were outstanding as of June 30, 2026, and approximately 4.7 million shares had previously been sold under the Sales Agreement for $146.4 million in net proceeds pursuant to an earlier supplement, which this document supersedes. Assuming the full $200,000,000 is sold at $28.86 per share, net tangible book value would increase from $5.54 to $7.81 per share, implying $21.05 per-share dilution to new investors.
Stoke currently intends to use any net proceeds primarily for general corporate purposes, including research, clinical and process development, manufacturing, commercialization preparations, working capital, potential debt reduction, and possible acquisitions or in-licensing of complementary products, technologies, or businesses.
STOK reporting person Baruch S. Ticho has notified of an intended sale of 20,967 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services, with an aggregate market value of $605,107.62, for a planned sale date of August 3, 2026 on NASDAQ. The shares relate to Restricted Stock Units granted on March 15, 2026 covering 13,772 shares and Performance Stock Units granted on August 1, 2025 covering 7,195 shares. The filing also lists prior Rule 10b5-1 sales by Ticho over the previous three months, including 7,228 shares sold on July 1, 2026 for $236,067.93 and 1,795 shares sold on June 1, 2026 for $54,891.10.
Stoke Therapeutics reported second quarter 2026 collaboration revenue of $9.3 million, down from $13.8 million a year earlier, and first-half 2026 revenue of $15.6 million versus $172.4 million in 2025, when it recognized $150.8 million of Biogen license revenue.
Research and development spending rose to $49.5 million in Q2 and $89.2 million year-to-date, driven by the Phase 3 EMPEROR trial of zorevunersen for Dravet syndrome, the STK-002 ADOA program, and higher personnel and external program costs. Sales, general and administrative expenses increased to $25.3 million in Q2 and $45.2 million for the first half, reflecting commercial readiness activities.
The company posted a Q2 2026 net loss of $61.6 million (basic and diluted $(0.93) per share) and a first-half net loss of $111.6 million, compared with net income of $89.4 million in the prior-year period. Cash, cash equivalents and marketable securities totaled $354.3 million at June 30, 2026, and an additional $65.7 million was raised via at-the-market equity sales after quarter-end. The company believes this liquidity will fund operations through potential U.S. commercialization of zorevunersen in early 2028 while advancing the EMPEROR Phase 3 trial and the OSPREY Phase 1 study of STK-002 for ADOA.