Insider Trading February 17, 2026

Ocular Therapeutix Operations Chief Sells $103,471 in Stock Amid Clinical Progress for AXPAXLI

COO Donald Notman disposes of 11,446 shares while the company reports positive Phase 3 results and adjusts senior finance and commercial leadership

By Leila Farooq OCUL
Ocular Therapeutix Operations Chief Sells $103,471 in Stock Amid Clinical Progress for AXPAXLI
OCUL

Ocular Therapeutix COO Donald Notman sold 11,446 shares on February 12, 2026, for $103,471 at a weighted average price of $9.04. The sale left him with 366,356 shares. The transaction coincides with the company reporting a Phase 3 superiority result for its investigational wet age-related macular degeneration treatment AXPAXLI, a reaffirmation of an Outperform rating from RBC Capital, and interim and commercial leadership appointments.

Key Points

  • Ocular Therapeutix COO Donald Notman sold 11,446 shares on February 12, 2026, at a weighted average price of $9.04, totaling $103,471; he now owns 366,356 shares.
  • AXPAXLI met the primary endpoint in a Phase 3 superiority trial for wet age-related macular degeneration, with 74.1% of patients maintaining vision at Week 36, showing a statistically significant improvement versus aflibercept.
  • RBC Capital reiterated an Outperform rating with a $30.00 price target; the company also appointed Jason Robins as interim CFO during Notman’s temporary medical leave and named David W. Robinson as Global Chief Commercial Officer as it advances an NDA timeline.

Donald Notman, the chief operating officer of Ocular Therapeutix, INC (NASDAQ:OCUL), reported a sale of 11,446 shares of the company's common stock on February 12, 2026, according to a Form 4 filed with the Securities and Exchange Commission. The shares moved at a weighted average price of $9.04, producing a total transaction value of $103,471.

The filing specifies that the individual sale prices ranged between $8.9950 and $9.0950 per share. After completing this disposition, Notman retains direct ownership of 366,356 shares of Ocular Therapeutix common stock.


Clinical and corporate developments reported by the company

Separately from the insider transaction, Ocular Therapeutix announced that its investigational therapy AXPAXLI met the primary endpoint in a Phase 3 superiority study for wet age-related macular degeneration. The trial result showed that 74.1% of patients maintained vision at Week 36, a finding described as a statistically significant improvement compared with the current standard of care, aflibercept.

Following these clinical results, RBC Capital has reiterated an Outperform rating on Ocular Therapeutix and kept a $30.00 price target, even as the company's shares have declined year to date.

On the leadership front, the company named Jason Robins as interim chief financial officer while Donald Notman is on temporary medical leave. Ocular Therapeutix also appointed David W. Robinson as Global Chief Commercial Officer, a role the company says will support the potential launch of AXPAXLI as the firm advances its New Drug Application timeline.

Ocular Therapeutix noted that work continues across multiple Phase 3 clinical programs for AXPAXLI, which target wet age-related macular degeneration and non-proliferative diabetic retinopathy.


Context and reporting limits

The information above is drawn from the company's public reporting and the SEC Form 4 filing. Where the company has provided details - including the precise share counts, price range, trial endpoint statistics, analyst rating and leadership appointments - those figures are reflected directly. The record does not contain additional commentary from company executives regarding the insider sale or the timing of the transaction relative to the clinical disclosure beyond the filed statements.

Risks

  • Insider sale - The disclosure confirms an executive sale of shares, which market participants may view as a liquidity event rather than a signal of company prospects; this impacts investor sentiment in equity markets.
  • Clinical and regulatory uncertainty - Although AXPAXLI met the primary endpoint in a Phase 3 study, ongoing Phase 3 programs and the New Drug Application process introduce regulatory and development risks for the biotech and broader healthcare sectors.
  • Leadership transition - A temporary change in the CFO role creates near-term operational uncertainty for corporate finance and investor communications until a permanent arrangement is confirmed.

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