Form 4: Origin Materials Director Acquires Shares in Lieu of Cash Compensation

Director Craig A. Rogerson acquired 24,487 shares of Origin Materials common stock in lieu of cash compensation under the company's director compensation policy.

Summary

• Craig A. Rogerson, a director of Origin Materials, Inc., acquired 24,487 shares of common stock on March 31, 2025.
• The acquisition was made in lieu of cash compensation under the Issuer's Amended and Restated Non-Employee Director Compensation Policy.
• The shares were received as restricted stock units (RSUs), with each RSU representing the right to receive one share of common stock.
• The number of RSUs was calculated based on the closing price per share of Common Stock on March 31, 2025, which was $0.6636.
• The RSUs are fully vested upon the date of grant, but the Reporting Person elected to defer the receipt of such shares to a future date.
• Following the transaction, Rogerson beneficially owns 289,511 shares of Origin Materials common stock.

Sentiment

Score: 7

Explanation: The sentiment is moderately positive. A director taking shares in lieu of cash is generally a good sign, indicating confidence in the company. However, the impact is limited as it's a standard compensation practice.

Positives

• The director's decision to take shares in lieu of cash demonstrates confidence in the company's future prospects.

Future Outlook

The director has deferred the receipt of the shares to a future date, indicating a longer-term investment perspective.

Industry Context

Director share acquisitions are common and can be seen as a positive signal, indicating confidence in the company's future. The use of RSUs as compensation is also a standard practice.

Comparison to Industry Standards

• Director compensation packages often include a mix of cash and equity, aligning director interests with shareholder value.
• Companies like Amyris and Gevo, which are also in the sustainable materials space, often use similar equity-based compensation strategies for their directors.
• The amount of equity granted to directors varies widely based on company size, stage, and performance.

Stakeholder Impact

• The transaction could have a slightly positive impact on shareholder sentiment, as it signals director confidence.

Key Dates

Keywords

Origin Materials, Director, Rogerson, Share Acquisition, Common Stock, RSU, Compensation, Form 4