Form 4: Origin Materials Director Acquires Shares Through Compensation Plan

Craig A. Rogerson, a director at Origin Materials, acquired 12,695 shares of common stock on December 31, 2024, through an election to receive shares in lieu of cash compensation.

Summary

• On December 31, 2024, Craig A. Rogerson, a director of Origin Materials, acquired 12,695 shares of common stock at a price of $1.28 per share.
• This acquisition was made through the election to receive restricted stock units (RSUs) in lieu of cash compensation under the Issuer's Amended and Restated Non-Employee Director Compensation Policy.
• The number of RSUs was calculated based on the closing price of Origin Materials' common stock on December 31, 2024.
• Each RSU represents the contingent right to receive one share of the Issuer's Common Stock and are fully vested upon the date of grant.
• Rogerson elected to defer the receipt of such shares to a future date.
• Following the transaction, Rogerson beneficially owns 265,024 shares of Origin Materials' common stock.

Sentiment

Score: 7

Explanation: The sentiment is neutral to positive. A director taking compensation in stock is generally a good sign, indicating confidence in the company's future. However, the amount is relatively small.

Positives

• Director Rogerson's decision to take compensation in the form of stock demonstrates confidence in the company's future.

Future Outlook

The director has elected to defer the receipt of shares to a future date, but no specific date is provided.

Industry Context

This filing reflects standard practice for director compensation in publicly traded companies, where equity-based compensation is common to align director interests with shareholder value.

Comparison to Industry Standards

• Equity compensation for board members is a common practice across the industry to align their interests with those of shareholders.
• Companies like Gevo and Amyris also utilize stock options and restricted stock units as part of their director compensation packages.
• The specific amount and vesting schedules can vary widely based on company size, performance, and industry norms.

Stakeholder Impact

• The transaction could have a slightly positive impact on shareholder sentiment, as it demonstrates a director's confidence in the company.

Key Dates