Verastem SEC Filings

Stonepine Capital Management, LLC, affiliated entities Stonepine Capital, L.P. and Stonepine GP, LLC, together with managing member Jon M. Plexico, filed a passive Schedule 13G on 05 Aug 2025 reporting a 5.0 % beneficial ownership stake in Verastem, Inc. (VSTM).

The group holds 2,833,333 common shares, consisting of 1,500,000 shares and 1,333,333 shares underlying warrants. The percentage is based on 54,949,170 shares outstanding as of 12 May 2025. Each reporting person has shared voting and dispositive power over the entire position and no sole authority. The investors certify that the securities were acquired without the intent to influence control, qualifying under Rule 13d-1(c).

The filing date of the event triggering disclosure is 22 Jul 2025. No additional transactions, board arrangements or financing terms are described.

Schedule 13G filing shows investment adviser Logos Global Management LP and affiliates (Logos Global Management GP LLC, Logos Global Master Fund LP, Logos GP LLC and Dr. Arsani William) have accumulated 3,425,000 Verastem (VSTM) common shares, equal to 6.2 % of the 54.95 million shares outstanding as reported on 12 May 2025.

The position is held through Logos Global Master Fund LP. All reporting persons report 0 sole voting/dispositive power and shared voting & dispositive power over the full stake. The stake was acquired in the ordinary course of business; the use of Schedule 13G indicates a passive investment with no intent to influence control. Event date triggering the filing is 21 Jul 2025, and certifications confirm no control-seeking purpose. Each party disclaims group status and beneficial ownership beyond its pecuniary interest.

Point72 discloses 6.1 % passive stake in Verastem (VSTM)

Schedule 13G dated 25 Jul 2025 reveals that Point72 Asset Management LP, its general partner Point72 Capital Advisors Inc., and founder Steven A. Cohen jointly hold 3,338,419 Verastem common shares—6.1 % of the outstanding class. The shares are owned through Point72 Associates, with Cubist Systematic Strategies acting as sub-advisor. All voting and dispositive authority is shared; none is held solely. The filing is under Rule 13d-1(b)/(c), signifying a passive investment, and includes a certification that the stake was not acquired to influence control.

Jason M. Colombo signed on behalf of all reporting persons on 28 Jul 2025. No derivatives or additional security classes are mentioned.

• Shares owned: 3.34 M
• Percent of class: 6.1 %
• Reporting persons: Point72 Asset Management LP, Point72 Capital Advisors Inc., Steven A. Cohen
• Intent: Passive (Schedule 13G)

Verastem, Inc. (VSTM) – Form 4 insider activity

President & Chief Executive Officer Dan Paterson filed a Form 4 disclosing the sale of 17,808 common shares on 20-Jun-2025 at $5.13 per share. The transaction was coded “S,” and the filing states that the sale was made solely to cover statutory tax-withholding obligations triggered by the vesting of previously granted restricted stock units (RSUs).

After the withholding-related sale, Paterson’s direct beneficial ownership stands at 443,839 common shares. No derivative securities were bought or sold, and there were no Rule 10b5-1 trading-plan indications.

Key take-aways for investors

• The transaction value is approximately $91,400, representing a small fraction of his total equity stake.
• The filing cites administrative tax obligations rather than discretionary profit-taking, which typically lessens negative signaling.
• No changes were reported to option holdings, RSUs, or indirect ownership.

Because the CEO retains a substantial position and the sale size is modest relative to both his holdings and Verastem’s market capitalization, the market impact is expected to be immaterial. Nonetheless, investors monitoring insider sentiment should log the event for longitudinal trend analysis.

Verastem, Inc. (VSTM) – Form 4 insider transaction summary

Chief Financial Officer Daniel Calkins filed a Form 4 reporting two open-market sales of Verastem common stock:

• 06/20/2025: 4,110 shares sold at $5.13 per share.
• 06/23/2025: 25 shares sold at $4.71 per share.

The filing explains that the transactions were executed solely to cover statutory tax-withholding obligations triggered by the vesting of previously granted restricted stock units (RSUs). No derivative securities were involved in this report.

Following the sales, Calkins’ direct beneficial ownership stands at 109,945 common shares. The disposition represents roughly 3.6 % of his previously reported direct holdings, leaving the executive with a substantial equity position that continues to align his interests with shareholders.

No additional purchases, option exercises, or new awards were disclosed, and there is no indication of a 10b5-1 trading plan for these transactions. Because the sales were relatively small and explained as tax-related, the market impact is expected to be limited; however, investors often track insider activity for sentiment cues, and any sale by a senior officer can attract attention.

Verastem, Inc. (VSTM) Form 4 filing: On 06/16/2025, President & CEO and director Dan Paterson reported the sale of 335 shares of Verastem common stock at $5.65 per share. The transaction code “S” indicates an open-market sale, but the footnote clarifies that the shares were sold solely to satisfy statutory tax-withholding obligations arising from recently vested restricted stock units (RSUs).

Following the small disposition, Paterson’s direct ownership stands at 461,647 shares. The sale represents less than 0.1 % of his post-transaction holdings, suggesting no meaningful change in his economic exposure to the company. No derivative security transactions were reported, and there were no indications of additional sales or purchases under a Rule 10b5-1 trading plan. Overall, the filing signals routine administrative activity rather than a strategic shift in insider sentiment.