Stoke Therapeutics SEC Filings

Stoke Therapeutics reported that Chief Executive Officer Ian F. Smith received new equity awards in the form of options and restricted stock units. He was granted 193,000 employee stock options with an exercise right to buy company shares, which vest monthly over four years starting March 15, 2026, contingent on continued service. He also received 129,000 restricted stock units, each representing a right to one share of common stock, vesting in four annual tranches beginning February 15, 2027, also subject to his continued service.

Leggett Thomas reported acquisition or exercise transactions in this Form 4 filing.

Stoke Therapeutics, Inc. reported that its Chief Financial Officer, Thomas Leggett, received new equity awards. He was granted an option to buy 60,000 shares of common stock at no cost on the grant date, which will vest in monthly installments over four years starting March 15, 2026, contingent on continued service. He also received 40,000 restricted stock units, each representing one share of common stock, vesting in four equal annual installments beginning February 15, 2027, also conditioned on his continued service.

Stoke Therapeutics reported that Chief Patient Officer Jason Hoitt received new equity awards. He was granted employee stock options covering 72,000 shares at an exercise price of $0.0000 per share and 48,000 restricted stock units, each representing one share of common stock.

The option award vests monthly over four years, beginning with 1/48 of the total on March 15, 2026. The RSU award vests in four equal annual installments, with the first quarter vesting on February 15, 2027, in each case subject to his continued service.

Stoke Therapeutics, Inc. reported that its General Counsel and Corporate Secretary, Allan Jonathan, received new equity awards. On February 17, 2026, he was granted an option to buy 53,000 shares of common stock at an exercise price of $0.00 per share and 35,000 restricted stock units (RSUs).

The option vests as to 1/48 of the total award on March 15, 2026, with an additional 1/48 vesting on each monthly anniversary, as long as he continues serving the company. Each RSU represents the right to receive one share of common stock, with the RSU award vesting in four equal annual installments beginning on February 15, 2027, also subject to continued service.

Baker Bros. Advisors filed an amended Schedule 13G reporting beneficial ownership of 3,336,697 shares of Stoke Therapeutics, Inc. common stock, representing 5.8% of the outstanding shares as of October 31, 2025. These shares are held through funds 667, L.P. and Baker Brothers Life Sciences, L.P.

The filing notes 667, L.P. holds 283,443 shares (0.5% of the class) and Baker Brothers Life Sciences, L.P. holds 3,053,254 shares (5.3% of the class). It also describes pre-funded warrants capped by a 4.99% beneficial ownership limit, adjustable up to 19.99% with a 61-day notice period, which currently prevents exercise.

FMR LLC and Abigail P. Johnson reported a significant ownership position in Stoke Therapeutics, Inc.December 31, 20255,600,920 shares9.8%

FMR LLC has sole voting power over 5,590,109 shares5,600,920 shares

Stoke Therapeutics, Inc. entered into a new long-term lease for its corporate headquarters and laboratory space at 245 Fifth Avenue, Waltham, Massachusetts. The lease covers approximately 98,500 square feet and is scheduled to run through March 31, 2038, giving the company a stable base for its operations.

The agreement includes two options to extend the term by an additional five years each at then-prevailing market rates, which could keep the company in the facility well beyond 2038. Aggregate estimated base rent over the initial term is approximately $85.5 million, and the company will provide a $3 million security deposit via an irrevocable standby letter of credit that may be reduced over time under the lease terms.

Stoke Therapeutics filed an update describing a new press release about its Phase 3 EMPEROR study of zorevunersen for Dravet syndrome and its cash position. The company expects to report approximately $391.7 million in cash, cash equivalents and marketable securities as of December 31, 2025, and says that, together with eligible proceeds from its Biogen collaboration, this is anticipated to fund operations into 2028. The press release also updates timelines for completion of enrollment and Phase 3 data readout for EMPEROR and provides additional detail on the trial design. Management stresses that these financial figures are preliminary, unaudited estimates that may change once year-end closing procedures and the audit are completed, and highlights typical clinical, regulatory, collaboration and macroeconomic risks in its forward-looking statements.

Stoke Therapeutics, Inc. reported insider equity transactions by its Chief Medical Officer. On December 3, 2025, 10,000 performance stock units were exercised at $0, converting into 10,000 shares of common stock. Part of these shares were sold in issuer-mandated transactions to cover tax withholding tied to vesting of restricted stock units.

On December 4 and 5, 2025, the officer sold blocks of common stock in multiple trades, including 1,373 shares at a weighted average price of $30.7635, 323 shares at $31.3164, 1,673 shares at $31.3304, and 1,989 shares at $31.3453. Some sales were made under a pre-established Rule 10b5-1 trading plan. After these transactions, the officer beneficially owned 19,798 shares of Stoke Therapeutics common stock, held directly.