Insider Trading February 26, 2026

Krystal Biotech Director Executes $10.1M Stock Sale, Exercises Options Under 10b5-1 Plan

Transactions include direct and indirect share disposals alongside option exercise; company recently reported stronger-than-expected Q4 2025 results

By Hana Yamamoto KRYS
Krystal Biotech Director Executes $10.1M Stock Sale, Exercises Options Under 10b5-1 Plan
KRYS

Krystal Biotech director Daniel Janney sold 37,825 shares of common stock on February 24, 2026, generating $10,113,353 in proceeds, and also sold 13,666 shares indirectly owned by Alta Bioequities, L.P. for $6,036,029. Janney simultaneously exercised options to acquire 37,895 shares at $2.46 per share under a Rule 10b5-1 trading plan.

Key Points

  • Director Daniel Janney sold 37,825 shares on February 24, 2026, for $10,113,353 at prices between $262.907 and $271.0938.
  • Janney also sold 13,666 shares indirectly owned by Alta Bioequities, L.P. on the same day for $6,036,029 at prices from $263.0511 to $276.3152, and exercised options for 37,895 shares at $2.46 per share.
  • Krystal Biotech reported Q4 2025 EPS of $1.70 and revenue of $107.1 million, both above analyst expectations; the stock trades near a 52-week high of $298.30 and shows a 59% one-year return.

Director Daniel Janney of Krystal Biotech, Inc. (NASDAQ: KRYS) completed multiple stock transactions on February 24, 2026, according to a Form 4 filing with the Securities and Exchange Commission.

Janney sold 37,825 shares of Krystal Biotech common stock at prices between $262.907 and $271.0938, producing aggregate proceeds of $10,113,353. In related transactions executed the same day, 13,666 shares indirectly held by Alta Bioequities, L.P. were sold at prices ranging from $263.0511 to $276.3152, for total proceeds of $6,036,029.

Also on February 24, Janney exercised options to acquire 37,895 shares of common stock at an exercise price of $2.46 per share, representing a cash outlay of $93,221 to effect the option exercise. The securities activity was carried out under a Rule 10b5-1 trading plan that Janney adopted on November 25, 2025, with the plan scheduled to terminate on November 5, 2026.

Following these transactions, Janney's direct holding in Krystal Biotech stands at 743 shares, with indirect holdings of 85,096 shares.

The insider selling took place while Krystal Biotech's share price was trading near its 52-week high of $298.30. The stock has returned approximately 59% over the prior 12 months.

Separately, publicly reported performance for the company in the fourth quarter of 2025 showed results that exceeded consensus expectations. Krystal Biotech posted earnings per share of $1.70 for Q4 2025, ahead of an analyst forecast of $1.58. Revenue for the quarter came in at $107.1 million versus an anticipated $106.16 million.

An analysis cited in the filing materials noted a PEG ratio of 0.31 for Krystal Biotech at current levels, characterizing the shares as appearing undervalued based on that metric.


Context and factual takeaways

  • All transactions - the direct sale of 37,825 shares, the indirect sale of 13,666 shares via Alta Bioequities, L.P., and the option exercise for 37,895 shares - occurred on February 24, 2026, and are documented in the SEC Form 4 filing.
  • The 10b5-1 plan governing the trades was adopted November 25, 2025, and is specified to terminate November 5, 2026.
  • Krystal Biotech reported Q4 2025 EPS of $1.70 and revenue of $107.1 million, both above consensus projections noted in the filing materials.

The filing provides clear, verifiable detail on the quantities, price ranges, and proceeds associated with Janney's transactions, as well as the post-transaction ownership positions. The document also links the timing of sales and the option exercise to a pre-established trading plan, which is material to how the trades were authorized and structured.

Risks

  • Insider selling occurred while the stock traded near its 52-week high - this timing could affect investor perception of insider conviction in the near term. (Impacts equities and investor sentiment in healthcare/biotech sectors.)
  • The transactions were executed under a Rule 10b5-1 plan that remains active until November 5, 2026, which limits immediate clarity on discretionary intent for future trades. (Impacts regulatory transparency considerations for corporate insiders.)
  • Post-transaction holdings show Janney with a relatively small direct stake of 743 shares and indirect holdings of 85,096 shares, which could influence interpretations of insider alignment with minority shareholders. (Impacts governance and investor relations in the biotech sector.)

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