INSMED Inc·4

Feb 4, 4:15 PM ET

Flammer Martina M.D. 4

4 · INSMED Inc · Filed Feb 4, 2026

Research Summary

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INSMED CMO Martina Flammer Exercises Options and Sells Shares

What Happened
Martina Flammer, M.D., Chief Medical Officer of INSMED Inc. (INSM), exercised 7,982 stock options on Feb 2, 2026 at $65.72 per share (total exercise cost ~$524,577). Those shares were largely sold in open-market transactions the same day, and she sold an additional 795 shares on Feb 3, 2026. Total reported sale proceeds across the transactions were about $1,357,795. The Form 4 also shows a related derivative conversion entry for 7,982 shares (administrative reporting of the option-to-stock conversion).

Key Details

  • Dates: option exercise and multiple open-market sales on Feb 2, 2026; an additional sale on Feb 3, 2026. Filing date: Feb 4, 2026 (timely).
  • Option exercise: 7,982 shares exercised at $65.72 each = $524,577 (transaction code M).
  • Open-market sales (proceeds shown):
    • 563 shares @ $152.06 = $85,610 (weighted-price range per footnote)
    • 928 shares @ $153.16 = $142,132 (weighted-price range)
    • 3,349 shares @ $154.56 = $517,621 (weighted-price range)
    • 3,042 shares @ $155.46 = $472,909 (weighted-price range)
    • 100 shares @ $156.86 = $15,686 (sale to satisfy tax withholding on RSUs)
    • 795 shares (Feb 3) @ $155.77 = $123,837
    • Total shares sold reported: 8,777; total proceeds ≈ $1,357,795.
  • The filing includes a derivative-disposition line showing 7,982 shares at $0 — an administrative entry related to the option conversion.
  • Footnotes: some sales were executed under a pre-established Rule 10b5-1 trading plan (adopted Feb 27, 2025). Several sale line items report weighted-average price ranges and the filer offers to provide exact per-share prices on request. One 100-share sale was to satisfy tax withholding for RSU vesting.
  • Shares owned after the transactions: not specified in the provided excerpt of the filing.

Context

  • This sequence—exercising options then selling the resulting shares the same day—is commonly a cashless or near-cashless exercise plus disposition to realize gains and cover the exercise cost/taxes. The filing’s separate lines and $0 derivative disposal entry reflect that administrative conversion.
  • Several of the sales were made under a 10b5-1 trading plan, which indicates the trades were pre-planned rather than ad hoc market timing.
  • These are insider sales (liquidity events) rather than open-market purchases; purchases generally carry more interpretive weight for bullish insider sentiment.

Insider Transaction Report

Form 4
Period: 2026-02-02
Flammer Martina M.D.
Chief Medical Officer
Transactions
  • Exercise/Conversion

    Common Stock

    [F1]
    2026-02-02$65.72/sh+7,982$524,57792,889 total
  • Sale

    Common Stock

    [F1][F2]
    2026-02-02$152.06/sh563$85,61092,326 total
  • Sale

    Common Stock

    [F1][F3]
    2026-02-02$153.16/sh928$142,13291,398 total
  • Sale

    Common Stock

    [F1][F4]
    2026-02-02$154.56/sh3,349$517,62188,049 total
  • Sale

    Common Stock

    [F1][F5]
    2026-02-02$155.46/sh3,042$472,90985,007 total
  • Sale

    Common Stock

    [F1]
    2026-02-02$156.86/sh100$15,68684,907 total
  • Sale

    Common Stock

    [F6]
    2026-02-03$155.77/sh795$123,83784,112 total
  • Exercise/Conversion

    Stock Option (right to buy)

    [F1][F7]
    2026-02-027,98223,948 total
    Exercise: $65.72Exp: 2035-01-08Common Stock (7,982 underlying)
Footnotes (7)
  • [F1]This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on February 27, 2025 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.
  • [F2]This is the weighted average sales price representing 563 shares sold at prices ranging from $151.76 to $152.74 per share. The Reporting Person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer the number of shares sold at each price within the price range upon request.
  • [F3]This is the weighted average sales price representing 928 shares sold at prices ranging from $152.77 to $153.31 per share. The Reporting Person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer the number of shares sold at each price within the price range upon request.
  • [F4]This is the weighted average sales price representing 3,349 shares sold at prices ranging from $154.10 to $155.09 per share. The Reporting Person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer the number of shares sold at each price within the price range upon request.
  • [F5]This is the weighted average sales price representing 3,042 shares sold at prices ranging from $155.10 to $155.96 per share. The Reporting Person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer the number of shares sold at each price within the price range upon request.
  • [F6]Shares sold to satisfy tax withholding obligations upon the vesting of Restricted Stock Units and to cover related broker fees.
  • [F7]These stock options were granted under the Company's Amended and Restated 2019 Incentive Plan, as amended. The options become exercisable based on the following vesting schedule: 25% vest on the first day of the first month following the first anniversary of the date of grant and an additional 12.5% vest every six months thereafter until fully vested.
Signature
/s/ Martina Flammer, M.D., by Michael A. Smith as Attorney-in-fact|2026-02-04

Documents

1 file
  • 4
    wk-form4_1770239710.xmlPrimary

    FORM 4