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Agios (NASDAQ: AGIO) CFO exercises PSUs, automatic share sale for taxes

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Agios Pharmaceuticals' Chief Financial Officer Cecilia Jones exercised performance share units and sold shares primarily to cover taxes. She converted 8,500 performance share units into 8,500 shares of common stock after a specified regulatory milestone was determined to have been met on April 2, 2026. On the same date, 3,141 shares were sold at $34.71 per share to satisfy tax withholding obligations under durable automatic sale instructions included in her March 1, 2024 performance share unit agreement, which is structured to be consistent with the Rule 10b5-1(c) affirmative defense. After these transactions, she directly held 54,998 shares of common stock, including 311 shares acquired through the company’s employee stock purchase plan.

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Insider Jones Cecilia
Role Chief Financial Officer
Sold 3,141 shs ($109K)
Type Security Shares Price Value
Exercise Performance share units 8,500 $0.00 --
Exercise Common stock 8,500 $0.00 --
Sale Common stock 3,141 $34.71 $109K
Holdings After Transaction: Performance share units — 8,500 shares (Direct); Common stock — 58,139 shares (Direct)
Footnotes (1)
  1. Includes 311 shares purchased through the Company's employee stock purchase plan. Shares sold to cover the tax withholding obligation in respect of vesting of the reporting person's performance share units. This transaction was effected pursuant to durable automatic sale instructions consistent with the affirmative defense to liability under Section 10(b) of the Securities Exchange Act of 1934 under Rule 10b5-1(c) promulgated under such Act. Such instructions were included in the reporting person's performance share unit agreement dated March 1, 2024. Each performance share unit represents a contingent right to receive one share of the issuer's common stock. The PSUs were granted on March 1, 2024. The PSUs vest as to 50% of the underlying shares upon the achievement of a specified regulatory milestone and as to the remaining 50% of the underlying shares upon the achievement of a specified commercial milestone. The performance criteria for the specified regulatory milestone was determined to have been met on April 2, 2026, resulting in the vesting of the PSUs as to 50% of the underlying shares. Vested shares will be delivered to the reporting person within three business days after such shares become vested.
PSUs exercised 8,500 units Performance share units converted into common stock on April 2, 2026
Shares sold 3,141 shares Common stock sold to cover tax withholding
Sale price $34.71 per share Price for 3,141 shares of common stock
Shares after transaction 54,998 shares Direct common stock holdings following transactions
ESPP shares included 311 shares Purchased through company’s employee stock purchase plan
PSU grant date March 1, 2024 Grant date of performance share units
Regulatory milestone date April 2, 2026 Date regulatory milestone performance criteria were met
performance share units financial
"Each performance share unit represents a contingent right to receive one share"
Performance share units are a type of company stock award given to employees that depend on the company meeting specific goals or targets. If these goals are achieved, the employee receives shares or the value of shares; if not, they may receive little or no compensation. This aligns employees’ interests with the company's success and encourages performance that benefits investors.
employee stock purchase plan financial
"Includes 311 shares purchased through the Company's employee stock purchase plan"
An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.
Rule 10b5-1(c) regulatory
"durable automatic sale instructions consistent with the affirmative defense to liability under Section 10(b) ... under Rule 10b5-1(c)"
Rule 10b5-1(c) is an SEC guideline that lets company insiders set up a written, pre-planned schedule to buy or sell their company stock when they are not in possession of material, nonpublic information. For investors, it matters because such plans can reduce the appearance of insider trading by separating decisions from inside knowledge—like putting your trades on autopilot—while also requiring scrutiny since pre-planned trades can still affect market confidence and share value.
regulatory milestone financial
"vest as to 50% of the underlying shares upon the achievement of a specified regulatory milestone"
commercial milestone financial
"remaining 50% of the underlying shares upon the achievement of a specified commercial milestone"
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
X
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Jones Cecilia

(Last)(First)(Middle)
C/O AGIOS PHARMACEUTICALS, INC.
88 SIDNEY STREET

(Street)
CAMBRIDGE MASSACHUSETTS 02139

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
AGIOS PHARMACEUTICALS, INC. [ AGIO ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Financial Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/02/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common stock04/02/2026M8,500A$058,139(1)D
Common stock04/02/2026S(2)3,141D$34.7154,998D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Performance share units(3)04/02/2026M8,500 (4) (4)Common stock8,500$08,500D
Explanation of Responses:
1. Includes 311 shares purchased through the Company's employee stock purchase plan.
2. Shares sold to cover the tax withholding obligation in respect of vesting of the reporting person's performance share units. This transaction was effected pursuant to durable automatic sale instructions consistent with the affirmative defense to liability under Section 10(b) of the Securities Exchange Act of 1934 under Rule 10b5-1(c) promulgated under such Act. Such instructions were included in the reporting person's performance share unit agreement dated March 1, 2024.
3. Each performance share unit represents a contingent right to receive one share of the issuer's common stock.
4. The PSUs were granted on March 1, 2024. The PSUs vest as to 50% of the underlying shares upon the achievement of a specified regulatory milestone and as to the remaining 50% of the underlying shares upon the achievement of a specified commercial milestone. The performance criteria for the specified regulatory milestone was determined to have been met on April 2, 2026, resulting in the vesting of the PSUs as to 50% of the underlying shares. Vested shares will be delivered to the reporting person within three business days after such shares become vested.
Remarks:
/s/ William Cook, as attorney-in-fact for Cecilia Jones04/06/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did AGIO’s CFO Cecilia Jones report in this Form 4 filing?

Cecilia Jones reported exercising 8,500 performance share units into common stock and selling 3,141 shares. The sale was used to cover tax withholding obligations tied to vesting and was executed under durable automatic instructions consistent with Rule 10b5-1(c).

How many AGIO shares does the CFO hold after these transactions?

After the reported transactions, Cecilia Jones directly holds 54,998 shares of Agios Pharmaceuticals common stock. This total includes 311 shares purchased through the company’s employee stock purchase plan, as noted in the filing’s footnotes for additional context.

Why were 3,141 AGIO shares sold at $34.71 per share?

The 3,141 shares were sold at $34.71 per share to cover tax withholding obligations arising from the vesting of performance share units. The filing explains that this sale followed durable automatic sale instructions designed to align with the Rule 10b5-1(c) affirmative defense.

What are performance share units (PSUs) in the AGIO CFO’s compensation?

Each performance share unit represents a contingent right to receive one share of Agios common stock. For this grant, 50% vests upon achieving a specified regulatory milestone and the remaining 50% upon a specified commercial milestone, as described in the filing’s footnotes.

What triggered the vesting of 8,500 AGIO performance share units?

The filing states the PSUs were granted on March 1, 2024 and vest in two halves tied to milestones. The specified regulatory milestone was determined to have been met on April 2, 2026, causing 50% of the underlying shares, or 8,500 PSUs, to vest.

Were the AGIO share sales by the CFO pre-planned?

Yes. The filing notes the shares sold to cover tax withholding followed durable automatic sale instructions. These instructions were embedded in the March 1, 2024 performance share unit agreement and structured to be consistent with the Rule 10b5-1(c) affirmative defense framework.