Insider Trading March 27, 2026

Tyra Biosciences Director Disposes of Shares After Exercising Options; Company Completes $126M Block Sale

Director Gilla Kaplan sold more than 67,000 shares across two days after exercising vested options; analysts remain broadly positive while valuation metrics draw mixed signals

By Jordan Park TYRA
Tyra Biosciences Director Disposes of Shares After Exercising Options; Company Completes $126M Block Sale
TYRA

Tyra Biosciences director Gilla Kaplan executed a series of option exercises and subsequent stock sales on March 25-26, 2026, realizing proceeds of roughly $2.54 million while retaining a stake in the company. The transactions coincide with a recent block sale of 4,000,000 shares that raised $126 million for the company and with sustained analyst support for Tyra's lead program dabogratinib, even as some valuation models flag the stock as rich.

Key Points

  • Director Gilla Kaplan exercised fully vested options and sold 67,467 shares across March 25-26, 2026, generating roughly $2.54 million in proceeds while retaining 28,231 shares.
  • Tyra completed a $126 million block sale of 4,000,000 shares at $31.50 per share to a large investment management firm to fund ongoing development efforts.
  • Analysts remain broadly supportive - Piper Sandler, H.C. Wainwright, and William Blair have positive ratings and price targets ranging from $45.00 to $59.62 - even as InvestingPro flags the stock as potentially overvalued.

Director Gilla Kaplan of Tyra Biosciences, Inc. (NASDAQ: TYRA) moved to monetize a portion of an equity position late in March 2026 after exercising fully vested options. On March 25, 2026, Kaplan sold 14,295 shares of common stock at a weighted average price of $36.9714 per share, for a total of $528,506. The executed price range that day was $36.95 to $37.11. Following that sale, Kaplan continued to hold 28,231 shares of Tyra Biosciences directly.

The activity continued the following day. On March 26, 2026, Kaplan sold an additional 53,172 shares at a weighted average price of $37.7483 per share, generating proceeds of $2,007,152. The prices realized on March 26 ranged from $37.25 to $38.125.

Both blocks sold in late March were preceded by option exercises. On the same dates Kaplan exercised options to acquire the 14,295 and 53,172 shares of Tyra Biosciences common stock at an exercise price of $2.25 per share, for an aggregate exercise cost of $151,800. The options were described as fully vested and exercisable, which produced a material gain derived from the low exercise price relative to contemporaneous market levels.

Those insider transactions unfolded while the stock traded near its 52-week high of $39.15, following a reported 294% increase over the past year. At the time of the reporting included in this piece, the stock was quoted at $36.29 and the company had a market capitalization of $2.05 billion. Separately, InvestingPro analysis cited in the company commentary indicated the shares appeared overvalued at current levels, though sell-side coverage remained largely supportive.

Market interest in Tyra extended beyond insider activity. The company completed a $126 million stock sale in a block transaction, issuing 4,000,000 shares at $31.50 per share to a large investment management firm, with the proceeds earmarked to support ongoing development efforts.

Analyst posture has been constructive around Tyra's clinical program and pipeline strategy. Piper Sandler reiterated an Overweight rating with a $56.00 price target after receiving positive feedback on the company’s oral FGFR3-selective inhibitor in bladder cancer. H.C. Wainwright reaffirmed a Buy rating with a $45.00 price target, underscoring Tyra’s focus on advancing dabogratinib across indications. William Blair initiated coverage with an Outperform rating and a fair value estimate of $59.62, highlighting dabogratinib’s potential as a first-in-class selective FGFR3 inhibitor. Collectively these research notes contributed to what was described as a Strong Buy consensus, with price targets spanning $37 to $59.62.

These transactions and financing moves present a snapshot of capital activity around Tyra Biosciences as the company pushes forward with development work on dabogratinib and related programs.

Risks

  • Valuation risk - InvestingPro analysis indicates the stock appears overvalued at current levels, which could affect market sentiment and sector allocations in biotech and healthcare.
  • Financing and dilution risk - The $126 million block sale involved issuing 4,000,000 shares, a financing action that impacts the capital markets and investor ownership in the company.
  • Execution and clinical-development risk - Continued progress of dabogratinib and related programs is central to analyst convictions; setbacks or delays could influence biotech and pharmaceutical market dynamics.

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