Axon (AXON) COO/CFO Brittany Bagley Receives Award and Sells Shares

What Happened
Brittany Bagley, Axon Enterprise's Chief Operating Officer and Chief Financial Officer, had 8,708.157 shares withheld on Aug 13, 2026 to cover tax withholding from RSU vesting (disposed at $615.59 each for proceeds of $5,360,654). On Aug 16, 2026 she was reported as receiving an award of 30,560 performance-based restricted stock units (XSUs) at $0 per share (no cash paid).

Key Details

• Transactions reported:
  • 2026-08-13 — 8,708.157 shares withheld/sold at $615.59 each; proceeds $5,360,654 (code F: tax withholding).
  • 2026-08-16 — Grant of 30,560 performance-based RSUs (code A) at $0.
• Shares owned after transaction: Not specified in this filing.
• Footnotes of note:
  • F1: The Aug 13 disposition represents shares withheld to settle the reporting person's tax liability from RSU vesting.
  • F2: The Aug 16 grant are performance-based XSUs (granted Dec 22, 2023) for which the issuer certified performance for the fourth tranche on Aug 16, 2026; the tranche will vest on Dec 1, 2026 subject to continued employment and then be subject to a minimum holding period until the earlier of Dec 31, 2030 or a subsequent tranche vesting (excluding shares withheld/sold for taxes).
• Filing: Form 4 filed Aug 17, 2026; the filing does not indicate a late report.

Context

• The Aug 13 transaction is a routine tax-withholding disposition (not an active market sale decision) commonly used when RSUs vest.
• The Aug 16 entry is an award of performance-based RSUs that do not convert to deliverable shares until vesting on Dec 1, 2026 and are then subject to a long holding restriction, so they are not immediately liquid.
• These transactions are standard executive equity compensation actions and should not be interpreted as a directional bet by themselves.