Form 4: Recursion Pharma Director Sells 220,000 Shares

Recursion Pharmaceuticals Director Blake Borgeson sold 220,000 shares of Class A Common Stock for $4.36 per share, as part of a pre-arranged 10b5-1 trading plan.

Summary

• Blake Borgeson, a Director of Recursion Pharmaceuticals, Inc. (RXRX), disposed of 220,000 shares of Class A Common Stock.
• The transaction occurred on January 6, 2026, at a price of $4.36 per share.
• The sale was executed pursuant to a Rule 10b5-1 trading plan adopted by Mr. Borgeson on August 31, 2025.
• Following this transaction, Mr. Borgeson beneficially owns 6,649,863 shares of Class A Common Stock directly.

Sentiment

Score: 4

Explanation: The sentiment is slightly negative due to a director selling a substantial number of shares, although the impact is mitigated by the transaction being part of a pre-arranged 10b5-1 trading plan, suggesting it's not based on new, undisclosed negative information.

Negatives

• A director of the company sold a significant number of shares (220,000), which can sometimes be interpreted by the market as a lack of confidence, even if pre-planned.

Future Outlook

The filing does not contain any forward-looking statements or guidance regarding the company's future performance or strategic direction.

Industry Context

This filing reports 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 impacting investor confidence and the company's stock price.

Key Dates

Recommendation

While a director's sale of shares can be a negative signal, this transaction was conducted under a Rule 10b5-1 trading plan, which indicates it was pre-scheduled and not necessarily based on new, material non-public information. Investors should monitor future insider activity and broader company performance rather than reacting solely to this single, planned transaction. A 'hold' recommendation is appropriate as this event alone does not provide sufficient grounds for a strong buy or sell, but it warrants attention.

Keywords

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