Congress trades
Insmed Incorporated (INSM)
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About Insmed Incorporated
from the company's filings and listing, as of Oct 23, 2026- Exchange
- NASDAQ
- Sector
- Healthcare
- Industry
- Biotechnology
- Chief executive
- William H. Lewis
- Employees
- 1,664
- Listed since
- Jun 1, 2000
- Market value
- $20.8B
- Price to earnings (12 mo)
- -
- Net income per share, as reported (12 mo)
- -$4.03
- Dividend yield
- -
Earnings
6 reported quarters · next on Oct 29, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 6, 2026 | -$0.06 | -$0.67 | $425.5M | $395.5M | EPS beat, GAAPRevenue beat |
| Q1 FY2026reported May 7, 2026 | -$0.76 | -$0.96 | $306.0M | $300.8M | EPS beat, GAAPRevenue beat |
| Q4 FY2025reported Feb 19, 2026 | -$1.54 | -$1.07 | $263.8M | $231.2M | EPS missRevenue beat |
| Q3 FY2025reported Oct 30, 2025 | -$1.75 | -$1.33 | $142.3M | $115.4M | EPS miss, GAAPRevenue beat |
| Q2 FY2025reported Aug 7, 2025 | -$1.70 | -$1.30 | $107.4M | $104.1M | EPS miss, GAAPRevenue beat |
| Q1 FY2025reported May 8, 2025 | -$1.42 | -$1.34 | $92.8M | $91.5M | EPS miss, GAAPRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Apr 1, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| William H. LewisCEO | $855K | $3.0M | $10.6M | $14.5M |
| Martina Flammer, M.D.Chief Medical Officer | $634K | $875K | $3.2M | $4.7M |
| Roger AdsettChief Operating Officer | $623K | $875K | $3.2M | $4.7M |
| Sara BonsteinChief Financial Officer | $583K | $875K | $3.2M | $4.6M |
| Michael A. SmithChief Legal Officer | $595K | $750K | $2.8M | $4.1M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| FMR LLC | $1.7B | 16,143,583 | +22.7% | 7.43% |
| BlackRock, Inc. | $1.7B | 15,807,984 | -5.2% | 7.27% |
| Vanguard Portfolio Management LLC | $1.1B | 10,407,962 | +0.3% | 4.79% |
| JPMorgan Chase & Co. | $1.1B | 10,428,170 | -56.8% | 4.80% |
| Vanguard Capital Management LLC | $1.0B | 9,790,865 | +1.5% | 4.50% |
| Baker Bros. Advisors LP | $937.8M | 8,796,111 | +18.5% | 4.05% |
| Capital International Investors | $878.3M | 8,238,124 | +47.2% | 3.79% |
| Darwin Global Management, Ltd. | $673.6M | 6,431,163 | -61.7% | 2.96% |
| Ameriprise Financial Inc | $658.9M | 6,179,571 | +102.1% | 2.84% |
| Orbis Allan Gray Ltd | $647.9M | 6,076,487 | +224.5% | 2.80% |
| State Street Corp | $645.3M | 6,052,174 | +9.0% | 2.81% |
| D. E. Shaw & Co., Inc. | $626.7M | 5,877,959 | +4.5% | 2.70% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding INSM
8 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Baker Bros. AdvisorsJulian & Felix Baker | $937.8M | 8,796,111 | 4.7% |
| D. E. Shaw & Co.David Shaw | $626.7M | 5,877,959 | 0.3% |
| Maverick CapitalLee Ainslie | $229.3M | 2,150,762 | 2.0% |
| Stanley DruckenmillerDuquesne Family Office | $151.9M | 1,424,690 | 2.9% |
| Paradigm BioCapital | $141.4M | 1,325,977 | 2.6% |
| Castle Hook Partners | $105.9M | 993,310 | 0.5% |
| Samlyn Capital | $78.1M | 732,568 | 1.3% |
| Vestal Point Capital | $26.7M | 250,000 | 0.6% |
8 of the 97 fund managers we track list INSM shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
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Congress trades in INSM
10 disclosures of 10 on record · median 33d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +1.6%After the saleS&P 500 +4.7% · -3.1 pts vs S&P 500 | Jun 10, 2026 | Jul 7, 2026 | 27d |
| Gilbert Ray Cisneros, Jr.Filed late | Stock | Sale | $1,001 - $15,000 | -40.6%After the saleS&P 500 +13.5% · -54.1 pts vs S&P 500 | Oct 3, 2025 | Nov 18, 2025 | 46d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -35.6%After the saleS&P 500 +13.6% · -49.2 pts vs S&P 500 | Sep 22, 2025 | Oct 10, 2025 | 18d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -14.7%After the saleS&P 500 +19.3% · -34.0 pts vs S&P 500 | Aug 8, 2025 | Sep 12, 2025 | 35d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -3.7%After the saleS&P 500 +22.4% · -26.1 pts vs S&P 500 | Jul 7, 2025 | Aug 14, 2025 | 38d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | -8.1%S&P 500 +26.1% · -34.1 pts vs S&P 500 | Jun 16, 2025 | Jul 16, 2025 | 30d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +38.3%After the saleS&P 500 +40.0% · -1.7 pts vs S&P 500 | Apr 9, 2025 | May 14, 2025 | 35d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +37.4%After the saleS&P 500 +39.2% · -1.9 pts vs S&P 500 | Jun 21, 2024 | Jul 9, 2024 | 18d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +94.3%After the saleS&P 500 +43.4% · +50.9 pts vs S&P 500 | May 28, 2024 | Jun 8, 2024 | 11d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +392.0%S&P 500 +93.0% · +299.1 pts vs S&P 500 | Dec 6, 2022 | Jan 13, 2023 | 38d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in INSM, filterable by party, chamber, type and account.
Questions
Which members of Congress have traded INSM?
Josh Gottheimer and Gilbert Ray Cisneros, Jr. disclosed INSM transactions in the filings shown here.
How quickly are INSM trades disclosed?
Congressional disclosures took a median of 33 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.