Form 4: Director Sells RXRX Shares Under 10b5-1 Plan

Recursion Pharmaceuticals Director Blake Borgeson sold 220,000 shares of Class A Common Stock for $4.37 per share under a pre-arranged 10b5-1 trading plan.

Summary

• Blake Borgeson, a Director of Recursion Pharmaceuticals, Inc. (RXRX), reported the sale of 220,000 shares of Class A Common Stock.
• The transaction occurred on December 2, 2025, at a price of $4.37 per share.
• Following this sale, Borgeson beneficially owns 6,869,863 shares of Class A Common Stock.
• The sale was executed pursuant to a Rule 10b5-1 trading plan adopted by Borgeson on August 31, 2025.

Sentiment

Score: 4

Explanation: Director Blake Borgeson sold a significant number of shares, which can be perceived negatively, though the sale was pre-planned under a Rule 10b5-1 plan, mitigating some of the negative sentiment.

Positives

• The transaction was conducted under a pre-arranged Rule 10b5-1 trading plan, indicating a planned sale rather than a reaction to recent non-public information.

Negatives

• A director selling a significant number of shares (220,000 shares) could be perceived negatively by the market, potentially signaling a lack of confidence or a desire to diversify holdings.

Risks

• No specific risks are mentioned in this Form 4 filing. The general risk associated with insider selling is potential negative market perception.

Future Outlook

This filing, a Form 4, does not contain any forward-looking statements or guidance regarding the company's future outlook.

Industry Context

This Form 4 filing details an individual insider transaction and does not provide broader industry context or trends.

Stakeholder Impact

• Shareholders may interpret the director's sale as a negative signal, potentially leading to downward pressure on the stock price.
• The pre-planned nature of the sale (10b5-1 plan) may mitigate some concerns, as it suggests the sale was not based on new, adverse information.

Key Dates

Recommendation

The sale by Director Blake Borgeson, while substantial, was executed under a pre-arranged Rule 10b5-1 trading plan, suggesting it was not based on new material non-public information. Investors should monitor future insider activity and company fundamentals rather than reacting solely to this scheduled transaction.

Keywords

Recursion Pharmaceuticals, RXRX, Blake Borgeson, Insider Sale, Form 4, 10b5-1 Plan, Director Transaction, Stock Sale