EXEL EXELIXIS, INC.

NEUTRAL Impact: 3/10 Insider Cluster (2 insiders)
Horizon days Filed May 28, 2026 Processed 14d 16h ago
Insider cluster: 2 insiders, $3.8M total
Latest settled — T+5d ⚠ clustered
EXEL ▲ +2.55% at T+5d
NEUTRAL call ✓ call won +2.55% · α vs SPY +2.84% · entry $50.32 → $51.60
Next anchor: T+20d in 13d
Currently $53.13 · +5.59% from $50.32 entry
Entry anchored
May 28, 03:59 PM ET
via Databento tick
T+1d
-0.08%
call -0.08% · α -0.35%
$50.28
settled 15d ago
T+5d
+2.55%
call +2.55% · α +2.84%
$51.60
settled 9d ago
T+20d
call — · α —
in 13d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Two EVPs at Exelixis sold a combined $3.79M in open-market sales over a week, with no insider buying. The sales are modest relative to the $12.9B market cap (~0.03%), and the cluster is driven by two senior commercial and R&D executives, not the CEO/CFO. Per the asymmetry rule, cluster sales are not amplified beyond the proportionality band, and the dollar amount is trivial for a company of this size.

Key Financial Metrics

Direction
selling
Total Value
$3.8M
Insiders
2

Actionable Insight

Insider selling is routine in both dollar amount and seniority level. No bearish signal. Monitor the next earnings release for any guidance changes, but this cluster alone does not warrant action.

Key Facts

  • EVP Commercial Patrick J. Haley sold 32,100 shares at $49.81 for $1.60M on 2026-05-20.
  • EVP R&D Dana Aftab sold 43,451 shares at $50.35 for $2.19M on 2026-05-26.
  • Total insider sales: $3.79M, representing ~0.03% of Exelixis's $12.9B market cap.
  • No insider purchases occurred in the cluster window.
  • A director (David Edward Johnson) received a non-cash grant of 19,133 shares on 2026-05-27 with $0 economic value.
  • Prior 30-day insider activity included 4 sells totaling $5.9M, consistent with routine selling patterns.

Financial Impact

Total open-market sales of $3.79M, or ~0.03% of market cap — immaterial relative to company size.

insider selling volume

Risk Factors

  • No material risk identified from this insider activity.

Market Snapshot

Exchange
Nasdaq
Sector
Biological Products, (No Diagnostic Substances)
Analyst Consensus
58% bullish (26 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-EXEL-1780086707364
10 reports for EXEL
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for EXEL — sortable, filterable
Type Now
Jun 3, 2026
9d ago
Insider Cluster
NEUTRAL ★ 2/10
$52.39 $52.69▲ +0.57%▲ +3.17%$53.13 (+1.42%)
May 29, 2026
14d ago
8-K
NEUTRAL ★ 3/10
$50.20 $48.49▼ −3.41%▼ −3.55%$53.13 (+5.84%)
May 28, 2026
15d ago
Insider Cluster
NEUTRAL ★ 3/10
$50.32 $50.28▼ −0.08%▼ −0.35%$53.13 (+5.59%)
May 28, 2026
15d ago
Insider Cluster
NEUTRAL ★ 3/10
$50.32 $50.28▼ −0.08%▼ −0.35%$53.13 (+5.59%)
May 28, 2026
15d ago
Insider Cluster
NEUTRAL ★ 3/10
$50.32 $50.20▼ −0.24%▼ −0.50%$53.13 (+5.59%)
May 22, 2026
21d ago
Insider Cluster
NEUTRAL ★ 3/10
$49.94 $49.82▼ −0.24%▼ −0.25%$53.13 (+6.39%)
May 19, 2026
24d ago
Insider Cluster
NEUTRAL ★ 3/10
$49.89 $49.49▼ −0.80%▼ −1.00%$53.13 (+6.50%)
May 7, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$46.10 $48.15▲ +4.45%▲ +3.62%$53.13 (+15.25%)
Apr 17, 2026
8w ago
DEFA14A
NEUTRAL ★ 3/10
$43.59 $45.88▲ +5.25%▲ +5.91%$53.13 (+21.89%)
Feb 28, 2026
15w ago
Institutional Cluster
BULLISH ★ 7/10
$40.98 $40.58▼ −0.98%▼ −0.06%$53.13 (+29.65%)
Showing 10 of 10

US Market Status

Market Closed — Opens Mon (48h 57m)

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