Form 4: Recursion CEO's Tax-Related Stock Disposition

Recursion Pharmaceuticals CEO Christopher Gibson disposed of 40,390 Class A Common Stock shares for tax withholding purposes.

Summary

• Christopher Gibson, Chief Executive Officer and Director of Recursion Pharmaceuticals, Inc. (RXRX), reported a transaction on August 15, 2025.
• The transaction involved the disposition of 40,390 shares of Class A Common Stock.
• These shares were withheld by the Issuer at a price of $5.64 per share to satisfy tax withholding and remittance obligations in connection with the net settlement of restricted stock units.
• Following this transaction, Christopher Gibson directly beneficially owns 954,229 shares of Class A Common Stock.

Sentiment

Score: 5

Explanation: Neutral. The transaction is a non-discretionary tax-related sale, which is a common occurrence for executives receiving equity compensation and does not reflect a change in sentiment towards the company.

Positives

• The transaction is a non-discretionary sale for tax withholding purposes, which is a standard practice for equity compensation and does not indicate a lack of confidence in the company.
• Christopher Gibson retains a substantial direct beneficial ownership of 954,229 Class A Common Stock shares after the transaction.

Negatives

• The transaction resulted in a reduction of 40,390 shares from Christopher Gibson's direct beneficial ownership.

Risks

• No specific new risks are introduced or highlighted by this routine tax-related insider transaction.

Future Outlook

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

Industry Context

This is a routine insider transaction (tax withholding) common for executives receiving equity compensation and does not provide broader industry context or trends.

Comparison to Industry Standards

• The disposition of shares for tax withholding purposes is a standard and expected practice for executives across various industries who receive equity compensation, such as restricted stock units. This transaction aligns with typical industry practices for managing tax obligations arising from equity vesting.

Related Party Transactions

• The transaction involves the disposition of shares by the CEO to the company for tax withholding purposes, which is a standard related-party transaction in the context of equity compensation.

Stakeholder Impact

• Shareholders: Minimal direct impact, as the transaction is a routine tax-related event and not a discretionary sale, thus not signaling a change in management's confidence.
• Employees: No direct impact mentioned.

Key Dates

Recommendation

The filing is a routine Form 4 reporting a non-discretionary sale of shares for tax withholding purposes related to restricted stock unit settlement. This type of transaction does not indicate a change in the insider's view of the company's prospects and is a common occurrence for executives receiving equity compensation. Therefore, it provides no new information to warrant a change in investment recommendation.

Keywords

Recursion Pharmaceuticals, RXRX, Christopher Gibson, CEO, Director, Form 4, SEC filing, stock transaction, beneficial ownership, tax withholding, restricted stock units, RSU