Insider Trading March 19, 2026

Pacira BioSciences CMO Disposes $74,416 in Shares Amid Earnings Shortfall and Activist Pressure

Jonathan Slonin sells 3,261 shares under a 10b5-1 plan as the company reports Q4 2025 misses and faces a board challenge from a 7.3% shareholder

By Marcus Reed PCRX
Pacira BioSciences CMO Disposes $74,416 in Shares Amid Earnings Shortfall and Activist Pressure
PCRX

Pacira BioSciences' Chief Medical Officer, Jonathan Slonin, sold 3,261 shares on March 17, 2026 under a Rule 10b5-1 plan, realizing $74,416. The company recently reported fourth-quarter 2025 results that missed consensus on both EPS and revenue and is contending with an activist campaign from a holder of roughly 7.3% of shares.

Key Points

  • Jonathan Slonin sold 3,261 shares on March 17, 2026 at $22.82 per share, totaling $74,416.
  • Pacira reported Q4 2025 EPS of $0.57 versus $0.90 expected (36.67% shortfall) and revenue of $196.9 million versus $200.54 million expected (1.82% miss).
  • DOMA Perpetual Capital Management LLC, holding approximately 7.3% of the company, nominated three board candidates and has pushed for changes including the removal of CEO Frank Lee.

Transaction details

Jonathan Slonin, the Chief Medical Officer at Pacira BioSciences (NASDAQ: PCRX), sold 3,261 shares of the company's common stock on March 17, 2026. The shares moved at a price of $22.82 each, producing a total transaction value of $74,416. At the time of reporting, Pacira's stock is trading at $22.57 and the company's market capitalization stands at $917.5 million.

Post-sale holdings and trading plan

Following this disposition, Slonin retains direct ownership of 223,640.175 shares of Pacira BioSciences. The sale was carried out pursuant to a pre-arranged Rule 10b5-1 trading plan that Slonin adopted on August 12, 2025.

Quarterly results and market reaction

Pacira reported fourth-quarter 2025 financial results that fell short of expectations on both major measures. The company posted diluted earnings per share of $0.57, below the consensus estimate of $0.90 - a shortfall of 36.67%. Reported revenue for the quarter was $196.9 million, missing the forecast of $200.54 million by 1.82%.

Activist investor seeks board changes

DOMA Perpetual Capital Management LLC, which holds around 7.3% of Pacira's outstanding common stock, has nominated three candidates for the company's board of directors. DOMA's slate is part of a broader push that includes calls for the removal of CEO Frank Lee, citing concerns over the company’s financial performance.

Pacira confirmed receipt of the nominations and said it has engaged with DOMA multiple times since Lee became CEO. However, the company stated that DOMA has not provided strategic proposals that go beyond the company's current evaluations.


Context

The insider sale, the quarterly miss on EPS and revenue, and the nomination of board candidates by a significant shareholder together present a series of developments investors and stakeholders will monitor closely as Pacira navigates its operational and governance challenges.

Risks

  • Earnings and revenue misses signal near-term financial underperformance, which may affect investor confidence and equity valuations - impacting the healthcare and biotech sectors.
  • Active governance pressure from a 7.3% shareholder introduces uncertainty about board composition and executive leadership, potentially diverting management focus - relevant to corporate governance and investor relations.
  • Insider sales, even those executed under pre-arranged plans, can be interpreted by some market participants as reduced insider buying, adding to market uncertainty for the company's stock.

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