Agios Pharma Form 4: Maykin Ho Adds Shares via RSU Vesting, Receives New Option Grant
Rhea-AI Filing Summary
Agios Pharmaceuticals, Inc. (AGIO) – Form 4 insider filing
Director Maykin Ho reported two equity-compensation events and one share delivery:
- June 18, 2025 – New awards: granted 2,816 restricted stock units (RSUs) that vest 100% on 6/18/2026, and 15,768 stock options with a $35.50 strike, also vesting 100% on 6/18/2026 and expiring 6/18/2035.
- June 20, 2025 – RSU vesting: 2,120 previously granted RSUs (dated 6/20/2024) vested and converted to common shares at no cash cost (reported under code “M”).
Following these transactions Ms. Ho now directly owns 17,032 AGIO common shares and holds the newly granted options and RSUs in addition to the delivered stock. The filing reflects routine director compensation rather than open-market buying or selling; no shares were sold and no cash proceeds were reported.
Positive
- None.
Negative
- None.
Insights
TL;DR: Routine director equity grants; no open-market trades; neutral impact.
The Form 4 shows compensation-related awards—2,816 RSUs and 15,768 options—and the settlement of 2,120 RSUs. No shares were sold, suggesting no negative signal. The $35.50 option strike is near typical recent trading ranges, but without price context it is hard to gauge incentive value. Overall, the activity is standard board remuneration and is unlikely to affect the valuation or signal changing insider sentiment.
TL;DR: Standard Section 16 filing; consistent with equity-based director pay; governance impact minimal.
The grants conform to one-year cliff vesting, aligning director interests with shareholders over the next 12 months. Settlement of last year’s RSUs shows plan execution. There is no indication of accelerated vesting or unusual magnitude relative to peer practice. As such, governance risk remains unchanged and the disclosure is largely procedural.