Stoke Therapeutics, Inc. SEC Filings

Stoke Therapeutics (STOK) disclosed insider sales by its Chief Medical Officer on 11/03/2025 under a pre‑arranged Rule 10b5-1 trading plan adopted on December 11, 2024. The transactions included 3,776 shares at a weighted average price of $25.2242 (range $24.74–$25.65), 1,455 shares at $26.0206 (range $25.79–$26.50), 600 shares at $27.54 (range $27.40–$27.60), and 100 shares at $29.35.

Following these sales, the reporting person directly beneficially owned 7,195 shares.

Stoke Therapeutics reported Q3 2025 results. Revenue was $10.6 million versus $4.9 million a year ago, with a net loss of $38.3 million (basic and diluted EPS of $0.65 loss). For the first nine months, revenue rose to $183.0 million and net income reached $51.0 million (diluted EPS $0.85), driven primarily by collaboration revenue.

Cash, cash equivalents and marketable securities totaled $328.6 million as of September 30, 2025. Stockholders’ equity increased to $308.1 million. The company recorded $150.8 million of license revenue and $11.5 million of development revenue year-to-date under its Biogen collaboration, following a $165.0 million upfront payment and 70/30 cost sharing. Deferred revenue was $14.3 million (current and long-term combined). The Phase 3 EMPEROR study of zorevunersen began in May 2025, with first patient dosed in August 2025.

After quarter-end, the company sold approximately 1.8 million shares for $48.7 million in net proceeds. Shares outstanding were 57,117,150 as of October 31, 2025.

Stoke Therapeutics, Inc. (STOK) filed an 8-K noting it issued a press release announcing financial results for the quarter ended September 30, 2025. The filing lists the press release as Exhibit 99.1 and identifies the company’s common stock as trading on the Nasdaq Global Select Market. This is a routine disclosure of quarterly results via press release.

Stoke Therapeutics (STOK) reported insider equity grants to its Chief Executive Officer and Director. On 10/08/2025, the reporting person received a stock option to buy 570,000 shares at $30.5 per share, expiring on 10/07/2035. The option vests as to 1/4 on 10/06/2026, then 1/48 monthly thereafter, subject to continued service.

The filing also reports 380,000 RSUs, each representing one share of common stock, vesting 1/4 annually on the sixth day of October, with the first tranche on 10/06/2026, subject to continued service. Ownership form for both awards is listed as direct.

Stoke Therapeutics director Edward M. Kaye reported transactions under a Rule 10b5-1 plan dated 12/30/2024. On 10/08/2025 he exercised a stock option with a $0.6 exercise price to acquire 25,000 shares and simultaneously sold 25,000 shares at $30 per share, leaving him with 49,124 shares beneficially owned. The option is fully vested; original vesting began on 10/17/2018 with monthly vesting thereafter, and the reporting was authorized by an attorney-in-fact on 10/10/2025. The filing indicates these actions were made pursuant to the 10b5-1 trading plan to satisfy the affirmative defense conditions.

Stoke Therapeutics (STOK) filed a Rule 144 notice for a proposed sale of 25,000 common shares acquired by an exercise of stock options on 10/08/2025. The shares are to be sold through Morgan Stanley Smith Barney LLC with an aggregate market value of $682,750 against 54,797,418 shares outstanding, indicating the block is a very small portion of the float. The filing shows the option exercise and cash payment both occurred on 10/08/2025, and the seller certifies no undisclosed material nonpublic information.

Related trading history lists 116,472 shares sold in the past three months by the same named insider, generating gross proceeds of $2,532,056.28, executed under a mix of 10b5-1 program and direct sales. These prior disposals and the new Rule 144 notice document routine insider liquidity rather than company operational changes.

Director Edward M. Kaye reported the sale of 42,461 shares of Stoke Therapeutics common stock on 10/03/2025 under a pre-existing Rule 10b5-1 trading plan. The filing shows a weighted-average sale price of $25.0867 (individual trades ranged from $25.00 to $25.30), leaving the reporting person with 49,124 shares beneficially owned after the transactions. The schedule was signed by an attorney-in-fact on 10/07/2025.

Jonathan Allan, General Counsel and Corporate Secretary of Stoke Therapeutics, Inc. (STOK), reported insider transactions dated 10/03/2025. Under a Rule 10b5-1 trading plan adopted on 12/12/2024, he exercised a stock option to acquire 10,000 shares at an exercise price of $9.15 per share and immediately sold 10,000 shares at a weighted-average price of $25.065 per share. The filings show the reporting person beneficially owned 21,831 shares before the sale and 11,831 shares after the sale; he also holds an option representing 10,000 underlying shares exercisable as of 10/03/2025 that expires on 03/14/2033, leaving 34,800 total shares and equivalents reported as beneficially owned following the transactions.

Stoke Therapeutics entered into an executive employment agreement and a change-of-control and severance agreement with Ian F. Smith effective October 6, 2025. The employment package includes a $500,000 sign-on bonus (repayable if Mr. Smith leaves or is terminated for cause within 12 months), a $500,000 performance bonus contingent on meeting specified metrics, an option to purchase 570,000 shares vesting 25% at one year then monthly over four years, and 380,000 restricted stock units vesting in four equal annual installments. If terminated without cause or for good reason within the defined change-of-control window, Mr. Smith would receive 18 months of continued base salary, 150% of annual target bonus in a lump sum, up to 18 months of healthcare premium payments, and 100% accelerated vesting of outstanding equity awards. The agreements reference an S-1 filed June 7, 2019.