AXON
Axon Enterprise, Inc.
Axon Enterprise, Inc. (AXON) develops conducted electrical weapons and law enforcement technology, with $382M in federal contracts across 24 agencies and a holding by former President Donald J. Trump.
Govt Dependence
70/100
Regulatory Density
60/100
Lobbying Intensity
0/100
Political Signal
NEUTRAL
BusinessWhat AXON does
Axon Enterprise, Inc. manufactures conducted electrical weapons (TASER devices), body cameras, and cloud-based software for law enforcement and public safety. Revenue is derived from hardware sales and recurring software subscriptions. The company serves federal, state, and local government agencies.
12 months past · 3 months futureAXON activity timeline
Congress
buy
sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened
+ added
− trimmed
closed
holds
Bills
past action (this ticker)
upcoming markup (sector)
★ carveout (this ticker)
167 trading days ·
0 congressional trades shown
·
0 insider buys
·
9 13F filings
·
0 past bill actions
·
0 upcoming markups
·
1 carveout bill ($0.0B)
Executive Branch ConflictsAXON held by Trump-administration officials
1 cabinet/senior official reported AXON positions in OGE Form 278 disclosures across 21 filings.
Donald J. Trump
President · White House
AXON ENTERPRISE INC
Donald J. Trump
President · White House
AXON ENTERPRISE INC
Donald J. Trump
President · White House
AXON ENTERPRISE INC
Donald J. Trump
President · White House
AXON ENTERPRISE INC
Donald J. Trump
President · White House
AXON ENTERPRISE INC
Donald J. Trump
President · White House
AXON ENTERPRISE INC
Donald J. Trump
President · White House
AXON ENTERPRISE INC
Donald J. Trump
President · White House
AXON ENTERPRISE INC
Donald J. Trump
President · White House
AXON ENTERPRISE INC
Donald J. Trump
President · White House
AXON ENTERPRISE INC
Donald J. Trump
President · White House
AXON ENTERPRISE INC
Donald J. Trump
President · White House
Axon Enterprise Inc
Lifetime Government AwardsAXON federal contracts by year
$407M
total awarded · 2003–2026
535
contracts on file
2023
peak year ($153M)
Top contracts by award amount
$20.6M
Department of Homeland Security
2020-09-23
AWARD OF IDVRS-BODY WORN CAMERAS
$14.0M
Department of Justice
2024-01-26
TD 24066 TASER 10 CYCLICAL REPLACEMENT PLUS 6-BAY DOCK AND CORE, CONTR
$10.3M
Department of Justice
2021-05-01
BODY WORN CAMERAS AXON FOR OPR
$10.2M
Department of Justice
2023-08-13
TASK ORDER FOR DEMS
$10.0M
Department of the Interior
2023-07-03
BODY CAM IDIQ DELIVERY ORDER
24 years · 535 contracts
Pending Bill CarveoutsAXON named in active legislation — potential awards if these pass
$20M
in named carveouts across 1 bill
1
specific line items naming AXON
Smart Money · 13F HoldingsHedge funds holding AXON
$4.98B
Total AXON held by tracked 13F funds
4
Funds with AXON positions
+1
Funds opened this quarter
Two Sigma Investments
$4.76B
-76%
2026-03-31
Citadel Advisors
$135M
+17%
2025-12-31
D.E. Shaw & Co.
$90M
+140%
2025-12-31
Coatue Management
$1M
opened
2025-12-31
Politicians Trading AXONMembers of Congress with recent AXON positions
3 politicians traded AXON across 8 disclosed transactions totaling $211K (last 730 days).
Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just AXON). 0-30 LOW · 30-60 MID · 60+ HIGH.
Congressional TradesWho in Congress is trading AXON
2025-05-12
Jefferson Shreve
Sale
$15,001 - $50,000
2025-05-12
Jefferson Shreve
sale
$15,001 - $50,000
2025-03-05
Jefferson Shreve
purchase
$15,001 - $50,000
2025-03-05
Jefferson Shreve
Purchase
$15,001 - $50,000
2025-01-13
Robert P. Bresnahan
sale
$1,001 - $15,000
2025-01-13
Robert P. Bresnahan
Sale
$1,001 - $15,000
2024-12-18
Markwayne Mullin
sale
$15,001 - $50,000
2024-12-18
Markwayne Mullin
Sale (Full)
$15,001 - $50,000
2024-01-04
Markwayne Mullin
purchase
$1,001 - $15,000
2024-01-04
Markwayne Mullin
Purchase
$1,001 - $15,000
2023-09-26
Greg Stanton
purchase
$1,001 - $15,000
2023-10-24
Greg Stanton
sale
$1,001 - $15,000
14+ trades on file · most recent 2025-06-22
Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock
No Form 4 activity recorded in the last 180 days.
Political ProfileWhere AXON sits in Washington
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STRUCTURAL: High government dependence via $382M in federal contracts across 24 agencies, including defense and homeland security. EVIDENTIARY: Former President Donald J. Trump holds two positions in AXON per get_executive_branch_exposure.by_ticker[0].holdings; one congressional sale (Senator S001229) of $15k-$50k in May 2025 per Top congressional traders. Net: Strong structural government revenue offset by lack of lobbying or donation patterns and insider selling.
Regulatory ExposureThreats & opportunities
Regulatory threats
-
Potential use-of-force regulations and oversight of law enforcement technologyDepartment of Justice"get_government_precedent.federal_contracts_summary[0].agencies includes Department of Justice, indicating contractual relationship subject to agency rules"
Regulatory opportunities
-
Expansion of federal contracts for body cameras and related softwareDepartment of Homeland Security"get_government_precedent.federal_contracts_summary[0].agencies includes Department of Homeland Security, with $382M total obligation across 456 contracts"
Member intelligence layer
Live signals + predictions for AXON — for Founders
The free page above gives you the public record. Members see the real-time intelligence layer on top of it:
- Live 7-layer signal scores when Congress trades AXON
- Bill Pass Index v2 odds for every bill on the watch list
- Iron Triangle alerts (committee × donor × trade)
- SEC Form 4 cluster detection (CEO + CFO + director buys)
- Whale-Opportunity expected-value ranking
- Custom watchlist alerts via email + Discord
Frequently AskedAbout AXON & political exposure
Does Axon Enterprise, Inc. (AXON) hold federal contracts?
Yes. Axon Enterprise, Inc. has 535 federal contract awards totaling $407,278,216, primarily from agencies including Department of Agriculture, Department of Commerce, Department of Defense. See full contract list and amounts on this page.
Which Trump cabinet officials own AXON stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in AXON on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded AXON stock?
14 congressional trades by 4 unique members of Congress, most recently on 2025-05-12. See the Congressional Trading panel for politician-by-politician breakdown.
What legislation benefits Axon Enterprise, Inc. (AXON)?
2 named line-item carveouts in active or recent legislation totaling $20,000,000, across bills including HR.1280, HR.8173. See the Carveouts panel for section-by-section detail.
What is AXON political risk profile?
Government dependence: 70/100. Lobbying intensity: 0/100. Political signal: neutral. Donor party split: R 0% / D 0%.
How does GovGreed track AXON political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. AXON data is updated daily from these official federal sources.