Form 4: Recursion Pharmaceuticals CFO Ben Taylor Reports Share Disposition for Tax Obligations

Recursion Pharmaceuticals, Inc. Chief Financial Officer Ben R. Taylor reported the disposition of 7,057 Class A Common Stock shares to cover tax withholding obligations related to restricted stock unit vesting.

Summary

• Ben R. Taylor, Chief Financial Officer of Recursion Pharmaceuticals, Inc. (RXRX), reported a transaction on June 16, 2025.
• The transaction involved the disposition of 7,057 shares of Class A Common Stock at a price of $4.92 per share.
• These shares were withheld by the company to satisfy tax withholding and remittance obligations associated with the net settlement of restricted stock units (RSUs).
• Following this transaction, Mr. Taylor directly beneficially owns 823,134 shares of Class A Common Stock.
• The filing also details several stock options held by Mr. Taylor, including 70,037 options at an exercise price of $7.25 expiring on February 3, 2035; 740,686 options at $6.09 expiring on December 18, 2034; 81,154 options at $0.14 expiring on July 1, 2031; 92,748 options at $0.06 expiring on April 2, 2031; and 289,837 options at $0.04 expiring on November 26, 2030.

Sentiment

Score: 7

Explanation: The transaction itself (shares withheld for taxes) is neutral, but it stems from the positive event of restricted stock units vesting, which is a form of earned compensation for the CFO. The CFO also retains a substantial equity stake and significant stock options, indicating continued alignment with company performance.

Positives

• The disposition of shares for tax withholding indicates the vesting of restricted stock units, which is a positive event for the employee as it represents earned compensation.
• The CFO continues to hold a significant number of shares (823,134 Class A Common Stock) and a substantial number of stock options, indicating continued alignment with shareholder interests.

Negatives

• The disposition of shares, even for tax purposes, results in a minor reduction in the direct beneficial ownership of the reporting person.

Future Outlook

The document details future vesting schedules for several tranches of stock options, indicating continued long-term incentive compensation for the Chief Financial Officer. These options will vest monthly, quarterly, or annually, subject to continued service.

Industry Context

This Form 4 filing is a routine disclosure of an insider transaction, specifically related to compensation. It does not provide information to analyze broader industry trends or competitive positioning. Such filings are common across all publicly traded companies when executive compensation, particularly equity-based, vests or is exercised.

Comparison to Industry Standards

• This document is a standard SEC Form 4 filing, which is a regulatory requirement for reporting changes in beneficial ownership by company insiders.
• The transaction type (disposition for tax withholding) is a common practice for settling restricted stock unit vesting across various industries and companies.
• There are no specific comparable companies, projects, or results detailed within this filing to assess against global benchmarks.

Related Party Transactions

• The transaction involves the company withholding shares from an executive for tax purposes, which is a standard compensation-related transaction and not typically classified as an unusual related-party transaction beyond the employment relationship.

Stakeholder Impact

• Shareholders: The disposition of shares for tax withholding results in a minor, routine reduction in the CFO's direct ownership, but the underlying vesting of RSUs is a normal part of compensation. The overall impact on the share price is typically negligible.
• Employees: The CFO, as an employee, benefits from the vesting of restricted stock units, representing earned compensation.
• Company: The company fulfills its tax withholding obligations related to executive compensation.

Next Steps

• Continued vesting of stock options for the Chief Financial Officer according to the specified schedules (monthly, quarterly, and annually).

Key Dates

Keywords

Recursion Pharmaceuticals, RXRX, SEC Form 4, Insider Transaction, Ben R Taylor, Chief Financial Officer, Stock Options, Restricted Stock Units, Tax Withholding, Beneficial Ownership