Form 4: Recursion Pharma CEO Khan Reports Equity Transactions

Recursion Pharmaceuticals CEO Najat Khan reported significant equity transactions, including RSU grants and tax-related share disposals, effective February 6, 2026.

Summary

• Najat Khan, CEO and President of Recursion Pharmaceuticals, reported equity transactions on February 6, 2026, under a Rule 10b5-1 plan.
• Khan was granted 1,673,546 Class A Common Stock units as Restricted Stock Units (RSUs) with a vesting schedule.
• These RSUs will vest as to one-sixteenth (1/16th) of the units every three months, starting May 15, 2026.
• An additional 30,346 Class A Common Stock units were granted as RSUs on February 6, 2026, which vested immediately upon grant.
• Khan also disposed of 10,364 Class A Common Stock shares at a price of $3.98 per share on February 6, 2026, to satisfy tax withholding obligations related to the net settlement of restricted stock units.
• Following these reported transactions, Khan beneficially owns 2,304,663 shares of Class A Common Stock.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, as it reflects a substantial equity grant to the CEO, reinforcing long-term alignment with company performance, despite the routine tax-related share disposal.

Positives

• A significant grant of 1,673,546 Restricted Stock Units (RSUs) to the CEO and President aligns management's interests with long-term shareholder value.
• An additional 30,346 RSUs vested immediately upon grant, providing immediate equity ownership.
• The transactions were pre-planned under a Rule 10b5-1 plan, indicating a structured approach to equity compensation and management of insider transactions.

Negatives

• Disposal of 10,364 shares for tax withholding purposes, which is a routine event but reduces direct share count.

Future Outlook

The 1,673,546 Restricted Stock Units are scheduled to vest in quarterly increments, with the first vesting occurring on May 15, 2026, and continuing every three months thereafter.

Industry Context

StockSavvy.ai notes that significant RSU grants are a standard component of executive compensation packages in the biotechnology and pharmaceutical sectors, designed to incentivize long-term performance and align executive interests with shareholder returns. The use of a 10b5-1 plan for these transactions is also a common practice to manage insider trading compliance.

Stakeholder Impact

• Shareholders: Increased alignment of CEO's interests with long-term company performance due to significant RSU grants.
• Management: Enhanced equity stake and long-term incentive structure.

Next Steps

• Ongoing vesting of 1,673,546 Restricted Stock Units, with quarterly vesting commencing on May 15, 2026.

Key Dates

Keywords

Recursion Pharmaceuticals, RXRX, Najat Khan, Form 4, Insider Trading, Restricted Stock Units, RSU, Equity Compensation, CEO, Director, 10b5-1 Plan, Stock Grant, Tax Withholding