Form 4: Recursion Pharma Director Sells Shares
Insider Transaction Report
Recursion Pharmaceuticals Director Christopher Gibson reported the sale and gift of Class A Common Stock, alongside a conversion from Class B shares, all executed under a pre-arranged 10b5-1 trading plan.
Summary
- Director Christopher Gibson reported transactions involving Recursion Pharmaceuticals, Inc. (RXRX) Class A and Class B Common Stock.
- On January 5, 2026, 60,000 shares of Class B Common Stock were converted into Class A Common Stock.
- Concurrently, 40,000 shares of Class A Common Stock were sold at a price of $4.25 per share.
- Additionally, 20,000 shares of Class A Common Stock were gifted.
- All reported transactions were executed pursuant to a Rule 10b5-1 trading plan adopted on May 12, 2025.
- Following these transactions, Gibson directly holds 913,839 shares of Class A Common Stock.
- Gibson also holds 4,663,334 shares of Class B Common Stock directly, convertible to Class A on a 1:1 basis.
- Indirect holdings include 386,000 Class B shares via LAHWRAN-3 LLC, 388,000 Class B shares via LAHWRAN-4 LLC, and 50,000 Class B shares via the Gibson Family Trust.
- Various stock options to buy Class A Common Stock are also held, with exercise prices ranging from $2.48 to $11.40 and expiration dates up to February 3, 2035.
Sentiment
Score: 5
Explanation: Neutral. The filing reports routine insider transactions, including a sale and a gift, executed under a pre-arranged 10b5-1 plan. This is a standard compliance disclosure and does not inherently indicate positive or negative sentiment about the company's immediate prospects.
Positives
- The transactions were executed under a pre-arranged Rule 10b5-1 trading plan, indicating a planned rather than reactive sale.
Negatives
- A director sold 40,000 shares of Class A Common Stock.
- A director gifted 20,000 shares of Class A Common Stock.
Future Outlook
NA
Industry Context
NA
Related Party Transactions
- Christopher Gibson holds shares indirectly through LAHWRAN-3 LLC, LAHWRAN-4 LLC, and the Gibson Family Trust, where he is a member/manager or trustee.
Stakeholder Impact
- Shareholders may note a director's sale of shares, though mitigated by the 10b5-1 plan. The overall impact is likely minimal given the routine nature of such disclosures.
Key Dates
| Date | Description |
|---|---|
| 2021-01-31 | Vesting start date for stock option to buy 1,500,000 shares (now 282,500 remaining) at $2.48. |
| 2022-02-04 | Vesting start date for stock option to buy 416,350 shares (now 399,002 remaining) at $11.4. |
| 2022-02-04 | Vesting start date for stock option to buy 5,436 shares at $11.4. |
| 2023-03-01 | Vesting start date for stock option to buy 813,600 shares at $8.55. |
| 2024-03-01 | Vesting start date for stock option to buy 666,898 shares at $10.09. |
| 2025-03-01 | Vesting start date for stock option to buy 1,050,567 shares at $7.25. |
| 2025-05-12 | Date Rule 10b5-1 trading plan was adopted by the Reporting Person. |
| 2026-01-05 | Date of reported transactions (conversion, sale, and gift of common stock). |
| 2026-01-07 | Date the Form 4 was signed and filed. |
| 2030-12-30 | Expiration date for stock option to buy 282,500 shares at $2.48. |
| 2032-02-04 | Expiration date for stock options to buy 399,002 and 5,436 shares at $11.4. |
| 2033-02-01 | Expiration date for stock option to buy 813,600 shares at $8.55. |
| 2034-02-09 | Expiration date for stock option to buy 666,898 shares at $10.09. |
| 2035-02-03 | Expiration date for stock option to buy 1,050,567 shares at $7.25. |
Keywords
Recursion Pharmaceuticals, RXRX, Christopher Gibson, Insider Trading, Form 4, Stock Sale, Stock Gift, 10b5-1 Plan, Director Transactions, Biotechnology, Pharmaceuticals
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