Insider Trading March 4, 2026

Artivion CEO Sells Shares to Cover Tax Bill After Stock Grants Vest

James P. Mackin liquidates portion of newly vested performance units as Artivion posts stronger-than-expected Q4 results

By Maya Rios AORT
Artivion CEO Sells Shares to Cover Tax Bill After Stock Grants Vest
AORT

Artivion President and CEO James P. Mackin sold 17,887 shares on March 3, 2026, to satisfy tax withholding tied to the vesting of performance stock units. The sale followed a one-third vesting of PSUs on March 2, 2026; Mackin continues to hold a substantial stake in the company. Separately, Artivion reported Q4 2025 earnings that beat EPS and adjusted revenue estimates, while Canaccord Genuity trimmed its price target but kept a Buy rating.

Key Points

  • James P. Mackin sold 17,887 shares on March 3, 2026, at $37.7756 per share for $675,692 to cover tax withholding tied to vested performance stock units.
  • Mackin acquired 116,948 shares on March 2, 2026, at $0 as one-third of performance stock units granted on February 28, 2025, with remaining vesting scheduled on February 28, 2027 and February 28, 2028, contingent on continued employment.
  • Artivion reported Q4 2025 EPS of $0.17 versus a $0.06 forecast and adjusted revenues of $118.3 million, an 18.5% year-over-year increase excluding a one-time payment to the Italian government; Canaccord Genuity cut its price target to $48.00 from $51.00 but kept a Buy rating.

Artivion, Inc. (NASDAQ: AORT) reported a routine insider transaction this week after its president and chief executive officer, James P. Mackin, sold 17,887 shares of common stock on March 3, 2026. The sale price was $37.7756 per share, producing proceeds of $675,692, according to a Form 4 filing with the Securities and Exchange Commission.

The filing shows that Mackin also received 116,948 shares of Artivion common stock on March 2, 2026, at an acquisition cost of $0. Those shares came from performance stock units granted on February 28, 2025, with one-third vesting on March 2, 2026. The remaining two-thirds are scheduled to vest in two equal installments on February 28, 2027, and February 28, 2028, subject to continued employment.

After executing the March 3 sale, Mackin directly owns 947,275 shares of Artivion. The sale was made specifically to meet tax withholding obligations tied to the PSU vesting and was not a discretionary transaction, the filing states. At the time of the disclosure, Artivion shares were trading at $38.50, a price that represents a 52% gain over the past year despite recent volatility in the stock.


Quarterly results and analyst update

In a separate corporate update, Artivion released fourth-quarter results for 2025 that outperformed earnings forecasts. The company posted earnings per share of $0.17, compared with the forecasted $0.06. Adjusted revenues for the quarter were $118.3 million, representing an 18.5% year-over-year increase when excluding a one-time payment to the Italian government. Those adjusted revenues exceeded Canaccord Genuity’s estimate of $115.6 million and a consensus expectation of $116.5 million.

Despite slightly missing overall revenue forecasts, company commentary highlighted solid performance in key product areas. Reflecting recent market dynamics and compressed trading multiples, Canaccord Genuity lowered its price target for Artivion to $48.00 from $51.00 but maintained a Buy rating.


Context and implications

The transaction disclosed in the SEC filing is presented as a tax-related sale following the vesting of PSUs, while Mackin’s remaining direct shareholding remains substantial. The company’s quarterly results showed stronger-than-expected earnings and adjusted revenue beats on select metrics, accompanied by an analyst adjustment to the price target but an unchanged Buy recommendation.

Risks

  • The remaining performance stock units are contingent on continued employment, introducing uncertainty around future share vesting and potential dilution - impacts equity holders and stock valuation.
  • Although adjusted revenues beat analyst estimates, the company slightly missed overall revenue forecasts, which could pressure market expectations and analyst targets in the short term - relevant to equity markets and investor sentiment.

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