Axos Financial, Inc. AX
We take great care to ensure that the data presented and summarized in this overview for Axos Financial, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding AX
View all-
Black Rock Inc. New York, NY8.19MShares$588 Million0.01% of portfolio
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Vanguard Group Inc Valley Forge, PA6.08MShares$436 Million0.01% of portfolio
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State Street Corp Boston, MA3.18MShares$228 Million0.01% of portfolio
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Dimensional Fund Advisors LP Austin, TX2.62MShares$188 Million0.04% of portfolio
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American Century Companies Inc Kansas City, MO1.71MShares$123 Million0.06% of portfolio
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Davis Asset Management, L.P. Sausalito, CA1.5MShares$108 Million3.87% of portfolio
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Geode Capital Management, LLC Boston, MA1.44MShares$104 Million0.01% of portfolio
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Wasatch Advisors Inc Salt Lake City, UT1.15MShares$82.8 Million0.36% of portfolio
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Davis Capital Partners, LLC Sausalito, CA867KShares$62.2 Million1.77% of portfolio
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Wellington Management Group LLP Boston, MA806KShares$57.8 Million0.01% of portfolio
Latest Institutional Activity in AX
Top Purchases
Top Sells
About AX
Axos Financial, Inc., together with its subsidiaries, provides consumer and business banking products in the United States. It operates through Banking Business and Securities Business segments. The company offers deposits products, including consumer and business checking, demand, savings, time deposit, money market, zero balance, and insured cash sweep accounts. It also provides single family, multifamily, and commercial mortgage loans; commercial real estate secured loans; commercial and industrial non-real estate, asset-backed, lines of credit, and term loans; automobile loans; fixed rate term unsecured loans; and other loans, such as structure settlements, small business administration consumer loans, and securities-backed loans. In addition, the company offers ACH origination, wire transfer, commercial check printing, business bill pay and account transfer; remote deposit capture, mobile deposit, lockbox, merchant, and online payment portal; concierge banking; mobile and text messaging banking; and payment services, as well as debit and credit cards, and digital wallets. Further, it provides disclosed clearing services; back-office services, such as record keeping, trade reporting, accounting, general back-office support, securities and margin lending, reorganization assistance, and custody of securities; and financing to brokerage customers. The company was formerly known as BofI Holding, Inc. and changed its name to Axos Financial, Inc. in September 2018. Axos Financial, Inc. was incorporated in 1999 and is based in Las Vegas, Nevada.
Insider Transactions at AX
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Dec 15
2024
|
Sara Wardell Smith Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
2,250
-23.68%
|
$177,750
$79.62 P/Share
|
Dec 15
2024
|
Sara Wardell Smith Director |
BUY
Exercise of conversion of derivative security
|
Direct |
4,500
+32.14%
|
$355,500
$79.62 P/Share
|
Nov 26
2024
|
David X Park |
SELL
Open market or private sale
|
Direct |
1,427
-8.77%
|
$121,295
$85.25 P/Share
|
Nov 20
2024
|
Mosich Nick Director |
SELL
Open market or private sale
|
Direct |
2,862
-1.65%
|
$228,960
$80.25 P/Share
|
Nov 15
2024
|
Mosich Nick Director |
SELL
Open market or private sale
|
Direct |
5,102
-5.52%
|
$408,160
$80.0 P/Share
|
Nov 15
2024
|
Edward James Ratinoff Director |
SELL
Open market or private sale
|
Direct |
4,002
-7.97%
|
$316,158
$79.41 P/Share
|
Nov 14
2024
|
Gregory Garrabrants President and CEO |
SELL
Bona fide gift
|
Direct |
1,300
-0.1%
|
$105,300
$81.32 P/Share
|
Nov 13
2024
|
Gregory Garrabrants President and CEO |
SELL
Bona fide gift
|
Direct |
3,100
-0.23%
|
$257,300
$83.65 P/Share
|
Nov 07
2024
|
Andrew J Micheletti EVP, Finance |
SELL
Bona fide gift
|
Indirect |
168,710
-100.0%
|
-
|
Nov 06
2024
|
Gregory Garrabrants President and CEO |
SELL
Open market or private sale
|
Direct |
125,000
-4.31%
|
$10,125,000
$81.61 P/Share
|
Nov 06
2024
|
Gregory Garrabrants President and CEO |
SELL
Bona fide gift
|
Direct |
5,200
-0.35%
|
$421,200
$81.55 P/Share
|
Nov 06
2024
|
Thomas M Constantine |
SELL
Open market or private sale
|
Direct |
4,555
-20.25%
|
$355,290
$78.76 P/Share
|
Nov 05
2024
|
James John Court Director |
SELL
Open market or private sale
|
Direct |
16,887
-29.19%
|
$1,131,429
$67.29 P/Share
|
Sep 24
2024
|
Derrick Walsh EVP, Chief Financial Officer |
SELL
Sale (or disposition) back to the issuer
|
Direct |
768
-1.97%
|
$49,152
$64.32 P/Share
|
Sep 24
2024
|
Derrick Walsh EVP, Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
1,430
+3.53%
|
$91,520
$64.32 P/Share
|
Sep 23
2024
|
Eshel Bar Adon EVP, Chief Legal Officer |
SELL
Sale (or disposition) back to the issuer
|
Direct |
925
-0.74%
|
$60,125
$65.86 P/Share
|
Sep 23
2024
|
Eshel Bar Adon EVP, Chief Legal Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
1,721
+1.36%
|
$111,865
$65.86 P/Share
|
Sep 23
2024
|
Thomas M Constantine |
SELL
Sale (or disposition) back to the issuer
|
Direct |
1,095
-4.64%
|
$71,175
$65.86 P/Share
|
Sep 23
2024
|
Thomas M Constantine |
BUY
Exercise of conversion of derivative security
|
Direct |
2,038
+7.95%
|
$132,470
$65.86 P/Share
|
Sep 23
2024
|
Raymond D Matsumoto |
SELL
Sale (or disposition) back to the issuer
|
Direct |
1,338
-4.01%
|
$86,970
$65.86 P/Share
|
Last 12 Months Summary
Exercise of conversion of derivative security | 351K shares |
---|---|
Bona fide gift | 79K shares |
Open market or private purchase | 5K shares |
Payment of exercise price or tax liability | 98.2K shares |
---|---|
Bona fide gift | 262K shares |
Open market or private sale | 254K shares |
Sale (or disposition) back to the issuer | 85.9K shares |