Form 4: RXRX CFO Ben Taylor Boosts Stake with RSU Grants

Recursion Pharmaceuticals CFO Ben R. Taylor reported the acquisition of over 470,000 Class A Common Stock Restricted Stock Units and a tax-related disposal of 11,400 shares.

Summary

• Ben R. Taylor, Chief Financial Officer of RECURSION PHARMACEUTICALS, INC. (RXRX), acquired 446,279 Class A Common Stock Restricted Stock Units (RSUs) on February 6, 2026, with a vesting schedule of one-sixteenth (1/16th) of the units vesting on May 15, 2026, and every three months thereafter.
• An additional 24,254 Class A Common Stock RSUs were acquired by Mr. Taylor on February 6, 2026, which vested immediately upon the grant date.
• Mr. Taylor disposed of 11,400 Class A Common Stock shares at a price of $3.98 per share on February 6, 2026, to satisfy tax withholding and remittance obligations related to the net settlement of restricted stock units.
• Following these transactions, Mr. Taylor's direct beneficial ownership of Class A Common Stock stands at 1,220,683 shares.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, as the significant RSU grants demonstrate continued executive commitment and alignment with the company's future performance, despite the routine tax-related share disposal.

Positives

• The significant grant of Restricted Stock Units (RSUs) to the Chief Financial Officer aligns management's long-term interests with those of shareholders, incentivizing company performance.
• A portion of the RSUs (24,254 units) vested immediately upon grant, providing immediate equity ownership.

Future Outlook

The remaining 15/16ths of the 446,279 Restricted Stock Units granted to the CFO are scheduled to vest quarterly, commencing on May 15, 2026.

Industry Context

StockSavvy.ai notes that RSU grants are a common form of executive compensation in the biotechnology and pharmaceutical sectors, aligning executive incentives with long-term company performance and shareholder value creation.

Comparison to Industry Standards

• StockSavvy.ai observes that the grant of Restricted Stock Units (RSUs) to a Chief Financial Officer is a standard practice across various industries, including biotech, for executive compensation.
• While specific grant sizes vary based on company size, executive role, and performance metrics, the structure of vesting over time (e.g., quarterly over several years) is typical for retaining talent and incentivizing long-term commitment. For instance, similar RSU programs are seen at comparable biotech firms like Moderna (MRNA) or BioNTech (BNTX) for their executive teams, though the specific number of units would differ based on market capitalization and compensation philosophy.
• The immediate vesting of a smaller portion of RSUs is also not uncommon, often tied to specific performance milestones or as a sign-on bonus component.

Stakeholder Impact

• Shareholders: Increased alignment of the CFO's interests with long-term shareholder value through equity compensation.
• Employees: May signal stability in executive leadership and continued commitment to the company's strategic direction.

Next Steps

• The remaining 15/16ths of the 446,279 RSUs will vest quarterly, starting May 15, 2026.

Key Dates

Recommendation

This Form 4 filing details routine executive compensation in the form of Restricted Stock Units and a standard tax-related share disposal. While the grants indicate continued alignment of the CFO's interests with the company, they do not provide new fundamental information about the company's operational performance or strategic direction that would warrant a change in investment thesis. Therefore, a "hold" recommendation is appropriate, maintaining current positions based on broader company fundamentals rather than this specific insider transaction.

Keywords

RECURSION PHARMACEUTICALS, RXRX, Ben R. Taylor, CFO, Form 4, Insider Transaction, Restricted Stock Units, RSU, Equity Compensation, Stock Grant, Tax Withholding