TGTX at a glance
TG THERAPEUTICS, INC. (TGTX, SEC CIK 1001316) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 3, 2026 and Form 4 insider filings as recently as September 14, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), TG THERAPEUTICS, INC. (TGTX) reported revenue of $616.3 million (up 87.3% from FY2024) and net income of $447.2 million. Diluted EPS was $2.77.
- As of June 30, 2026, 36 institutional investment managers tracked by SignalX reported holding TG THERAPEUTICS, INC. (TGTX) shares worth $3.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Charney Laurence N on September 10, 2026 of 5,000 shares at $54.96 per share.
- In the last 90 days, TGTX insiders reported 0 open-market purchases ($0) and 1 open-market sale ($275K) on Form 4, a net sale of $275K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $616.3M
- +87.3% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$275K
- 13F holders
- 36 funds
- $3.8B · +2 vs prior quarter
- Latest 8-K
- Aug 3, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Fully integrated biotech focused on novel treatments for B-cell diseases, principally commercializing BRIUMVI for relapsing multiple sclerosis (RMS)
- New initiatives: Launched Next In MS™ awareness platform with Christina Applegate; initiated Phase 3 enrollment for subcutaneous ublituximab; dosed first patient with azer-cel CAR T therapy in Phase 1 for progressive MS
- Strategic shift: Expansion of BRIUMVI commercialization into Europe via $140M upfront deal with Neuraxpharm; emphasis on dosing schedule simplification and subcutaneous formulation development
- Notable metric: Completed $100M share repurchase, acquiring 3.5 million shares at $28.55 average; Phase 3 subcutaneous ublituximab trial over 75% enrolled as of Feb 2026
- Unique fact: Presented six-year data from ULTIMATE I & II trials showing 89.9% patients free from confirmed disability progression and ARR of 0.012, indicating sustained long-term efficacy and safety
Risk Factors
- Cybersecurity breach risk impacting drug candidate development and commercialization via failures in internal or third-party CROs, CMOs, or contractors
- Management oversight of cybersecurity risks with Board receiving regular reports on material threats and IT security effectiveness
- Vice President of IT responsible for cybersecurity risk management, holds multiple certifications, with 25+ years experience
Management Discussion & Analysis
- No capital allocation details such as buybacks, dividends, or capex mentioned
- Forward-looking statements include general caution on risks and uncertainties
AI summary of the TGTX 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $240.3M, up $99.2M YoY from $141.1M, driven by BRIUMVI sales
- BRIUMVI U.S. product revenue $227.7M vs $138.8M YoY; ex-U.S. partner sales $8.1M
- Net income $7.8M vs $28.2M YoY; net margin 3.2% vs 20.0%
- Cash, equivalents and investments $612.3M at June 30; liquidity expected beyond twelve months
- Higher R&D and SG&A spending expected as clinical programs and commercialization expand
Risk Factors
- No material-change disclosure; carried-forward commercialization risk centered on BRIUMVI’s limited market acceptance and uncertain profitability
- Regulatory compliance risk from post-marketing studies, including long-term safety, pregnancy, and pediatric evaluations
- Competitive risk from larger biopharmaceutical companies with greater commercialization, regulatory, and capital resources
- Reimbursement risk from payor formularies, prior authorization, cost sharing, mandatory rebates, and potential MFN pricing
- Operational risk from reliance on third-party commercialization partners outside the U.S., including Neuraxpharm in Europe
AI summary of the TGTX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Results cover the three and six months ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains the operational and financial results
Item EX-99.1: Item EX-99.1
- Q2 revenue $240.3M, up from $141.1M; BRIUMVI U.S. sales $227.7M, up approximately 64% year over year
- 2026 guidance raised to approximately $950M global revenue and $890–905M BRIUMVI U.S. revenue
Item 5.07: Submission of Matters to a Vote of Security Holders
- All six director nominees elected through 2027, with support ranging from 54.85% to 88.63% of votes cast
- Sagar Lonial received the weakest director support, with 45.15% withheld votes
Item 8.01: Other Events
- Positive Phase 1 PK, PD, safety, and tolerability data for subcutaneous ublituximab in relapsing multiple sclerosis
- Potential BRIUMVI® administration convenience improvement versus existing formulation
AI summaries of TGTX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for TGTX
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Charney Laurence N | Sell | Sep 10, 2026 | 5,000 | $54.96 |
| Charney Laurence N | G | Aug 7, 2026 | 450 | - |
| Charney Laurence N | G | Aug 7, 2026 | 500 | - |
| Charney Laurence N | G | Aug 6, 2026 | 5,100 | - |
| Charney Laurence N | A | Jun 11, 2026 | 8,325 | - |
| Hoberman Kenneth | A | Jun 11, 2026 | 8,325 | - |
| Lonial Sagar | A | Jun 11, 2026 | 8,325 | - |
| HUME DANIEL | A | Jun 11, 2026 | 8,325 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $329.0M | $616.3M |
| Operating Income | - | $41.9M | $123.3M |
| Net Income | $12.7M | $23.4M | $447.2M |
| Op. Margin | - | 12.7% | 20.0% |
| Net Margin | - | 7.1% | 72.6% |
| Balance Sheet | |||
| Total Assets | $329.6M | $577.7M | $1.1B |
| Equity | - | $222.4M | $648.0M |
| ROE | - | 10.5% | 69.0% |
| Per Share | |||
| EPS | $0.09 | $0.15 | $2.77 |
| Cash Flow | |||
| Operating CF | - | -$40.5M | -$24.8M |
| CapEx | $0 | $45K | $214K |
Source: XBRL data in TG THERAPEUTICS, INC. (TGTX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate TGTX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 36 | $3.78B |
| Q1 2026 | 34 | $2.13B |
| Q4 2025 | 30 | $1.90B |
| Q3 2025 | 30 | $2.20B |
| Q2 2025 | 28 | $2.24B |
| Q1 2025 | 26 | $1.55B |
| Q4 2024 | 20 | $1.03B |
| Q3 2024 | 18 | $389.2M |
- D.E. Shaw & Co+2.81M (+476%)
- T. Rowe Price Group+2.13M (+337%)
- Two Sigma Investments+926.7K (+60%)
- FMR LLC (Fidelity)+738.4K (+263%)
- Renaissance Technologies LLC+338.4K (+99%)
- Citadel Advisors LLC−1.39M (-72%)
- State Street Corp−863.3K (-10%)
- Vanguard Capital Management LLC−453.9K (-7%)
- Invesco Ltd−314.1K (-44%)
- Vanguard Portfolio Management LLC−310.7K (-4%)
- Allstate+9.9K
- Blackstone Group+7.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 222 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
TGTX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 8-K | May 27, 2026 | - | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Mar 20, 2026 | - | - | - |
| 10-K | Feb 27, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 26, 2026 | - | Analysis | - |
| 4 | Jan 29, 2026 | - | - | |
| 8-K | Jan 13, 2026 | - | - | |
| 4 | Jan 9, 2026 | - | - | |
| 4 | Jan 9, 2026 | - | - | |
| 4 | Nov 25, 2025 | - | - | |
| SC 13G | Nov 10, 2025 | - | - | |
| 10-Q | Nov 5, 2025 | Sep 30, 2025 | Analysis |
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TGTX SEC filings: frequently asked questions
Are TGTX insiders buying or selling?
In the last 90 days, TG THERAPEUTICS, INC. (TGTX) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $274,800 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold TGTX stock?
As of June 30, 2026, the largest TG THERAPEUTICS, INC. (TGTX) holders among the 13F filers tracked by SignalX were BlackRock ($1.2 billion), Vanguard Portfolio Management LLC ($437.5 million), State Street Corp ($427.8 million), Vanguard Capital Management LLC ($337.8 million), D.E. Shaw & Co ($186.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was TGTX's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), TG THERAPEUTICS, INC. (TGTX) reported revenue of $616.3 million (up 87.3% from FY2024) and net income of $447.2 million. Diluted EPS was $2.77. The figures come from the XBRL data in the 10-K.
What are the main risks in TGTX's latest 10-K?
In the 10-K filed February 27, 2026, TG THERAPEUTICS, INC. (TGTX) flagged: Cybersecurity breach risk impacting drug candidate development and commercialization via failures in internal or third-party CROs, CMOs, or contractors. Management oversight of cybersecurity risks with Board receiving regular reports on material threats and IT security effectiveness. (AI summary of the Risk Factors section.)
What did TGTX report in its latest 8-K?
TG THERAPEUTICS, INC. (TGTX) filed an 8-K on August 3, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Results cover the three and six months ended June 30, 2026.
What are the latest TGTX SEC filings?
TG THERAPEUTICS, INC. (TGTX) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 3, 2026 and a Form 4 insider filing on September 14, 2026.
What is TGTX's SEC CIK number?
TG THERAPEUTICS, INC. (TGTX)'s SEC Central Index Key (CIK) is 1001316. EDGAR lists every TGTX filing under that number.
Ask anything about TGTX
The research agent reads TGTX's filings, financials, insider trades and 13F holders, then answers with sources.