Insider Trading March 24, 2026

Airgain CEO Disposes of 38,314 Shares Across Two Trades Totaling $158,703

Transactions include RSU tax withholding and a Rule 10b5-1 plan; company recent quarter missed estimates while securing new orders and partnerships

By Avery Klein AIRG
Airgain CEO Disposes of 38,314 Shares Across Two Trades Totaling $158,703
AIRG

Airgain President and CEO Jacob Suen sold 38,314 shares of common stock in two transactions on March 20 and March 23, 2026, generating proceeds of roughly $158,703. The March 20 disposition covered tax withholding tied to RSU vesting and was non-discretionary; the March 23 sale was conducted under a Rule 10b5-1 trading plan established in March 2025. The company recently reported Q4 2025 results that fell short of analyst forecasts while announcing a sizable purchase order and strategic partnerships.

Key Points

  • Insider transactions: CEO Jacob Suen sold 38,314 shares in two trades on March 20 and March 23, 2026, for approximately $158,703; the March 20 sale covered RSU tax withholding and the March 23 sale was under a Rule 10b5-1 plan.
  • Financial performance: Airgains Q4 2025 results fell short of analyst estimates with non-GAAP EPS of -$0.03 versus an expected $0.01 and revenue of $12.1 million versus an expected $13.9 million - a development with implications for investor sentiment and small-cap technology valuations.
  • Commercial traction and partnerships: The company secured a $4 million purchase order tied to IoT solutions (shipments within 12 months), formed a Strategic Partnership Agreement with Nextivity Inc. to enhance 4G/5G coverage solutions, and was selected by Coco Robotics for NimbeLink modems - relevant to IoT, telecommunications, retail technology, industrial automation, and robotics sectors.

Airgain Inc. reported that its President and Chief Executive Officer, Jacob Suen, sold a combined 38,314 shares of the companys common stock in two separate transactions executed on March 20 and March 23, 2026. The total proceeds from those sales amount to approximately $158,703, according to a Form 4 filing with the Securities and Exchange Commission.

The detailed breakdown in the filing shows that on March 20 Suen sold 37,314 shares at $4.1192 per share. On March 23 he sold an additional 1,000 shares at $5.00 per share. As of the filing, the stock was trading at $5.38, a price that reflects a 29% increase over the prior week.

Following these dispositions, Suen directly holds 283,431 shares of Airgain, Inc., a total that incorporates outstanding Restricted Stock Units (RSUs). The company noted that the March 20 sale was executed to satisfy tax withholding obligations arising from the vesting and settlement of RSUs and was not a discretionary trade by Suen. The smaller March 23 sale was conducted pursuant to a Rule 10b5-1 trading plan that Suen put in place on March 12, 2025.

In parallel with the insider transactions, Airgain recently released its fourth-quarter 2025 results, which missed analyst expectations. The company recorded a non-GAAP loss per share of $0.03, compared with the consensus forecast of $0.01. Revenue for the quarter reached $12.1 million, short of the projected $13.9 million.

Operationally, Airgain announced a $4 million purchase order from an Internet of Things solutions provider. The company said shipments for that order are expected to be completed within 12 months. The order is described as continuing a multi-year relationship and is intended to support applications across connected commerce, payments, smart retail, digital signage, and industrial automation.

Airgain also disclosed a Strategic Partnership Agreement with Nextivity Inc. to collaborate on integrated solutions aimed at enhancing 4G and 5G coverage in a range of environments. Separately, Coco Robotics selected Airgains NimbeLink cellular modems for its next generation of autonomous delivery robots, a program Airgain characterized as representing a multi-million-dollar opportunity over the life of the rollout.

Analyst coverage referenced in the filing indicates that, despite the stocks recent upward momentum, analysts do not expect Airgain to be profitable this year. The filing notes that InvestingPro offers additional tips on the company but does not alter the companies reported financial results, insider transactions, or customer and partner announcements.


Clear summary

Airgains CEO sold 38,314 shares in two transactions totaling around $158,703, with one sale to cover RSU tax withholding and the other executed under a Rule 10b5-1 plan. The companys Q4 2025 results missed expectations, while it secured a $4 million IoT-related purchase order, entered a strategic partnership with Nextivity Inc., and won a program with Coco Robotics involving NimbeLink cellular modems.

Risks

  • Profitability uncertainty: Analysts cited in the companys materials do not expect Airgain to be profitable this year, indicating continued earnings pressure for investors to monitor. (Impacted sectors: small-cap tech, communications hardware.)
  • Earnings shortfall: The Q4 2025 results missed consensus estimates on both non-GAAP EPS and revenue, creating near-term performance and execution risks. (Impacted sectors: public technology equities, supplier chains tied to IoT hardware.)
  • Stock volatility and perception: A 29% one-week surge in the stock price combined with insider sales - one of which addressed tax obligations and the other executed under a pre-established 10b5-1 plan - may contribute to market interpretation risk around managements view of valuation. (Impacted sectors: equity market sentiment, investor relations for small-cap tech issuers.)

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