Lux funds lift Eikon Therapeutics (EIKN) stake via IPO conversions, buys

Rhea-AI Filing Summary

Eikon Therapeutics, Inc. reported insider transactions by Lux-affiliated investment entities related to its IPO. On February 4, 2026, Lux Co-Invest Opportunities II, L.P. and Lux Total Opportunities, L.P. each indirectly bought 138,888 shares of common stock at $18 per share in open-market purchases.

On February 6, 2026, several Lux funds indirectly acquired common stock through conversions of preferred stock, including 10,000,000 shares of Series A Preferred Stock and multiple series of A-1, B, B-1, C, C-1 and D Preferred Stock. These preferred shares converted into common stock immediately prior to the closing of Eikon’s initial public offering on a 1-for-7.4578 basis. The Lux entities report indirect beneficial ownership, and the managing members, including director Josh Wolfe and Peter Hebert, disclaim beneficial ownership except to the extent of their pecuniary interests.

SEC Form 4

FORM 4

UNITED 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).

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^*

Lux Venture Partners V, LLC

(Last) (First) (Middle)

920 BROADWAY, 11TH FLOOR

(Street)

NEW YORK NY 10010

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
Eikon Therapeutics, Inc. [ EIKN ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
02/04/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

	Form filed by One Reporting Person
X	Form filed by More than One Reporting Person

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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	02/04/2026		P		138,888	A	$18	138,888	I	See Footnote(1)
Common Stock	02/04/2026		P		138,888	A	$18	138,888	I	See Footnote(2)
Common Stock	02/06/2026		C		2,387,705	A	(3)(4)	2,387,705	I	See Footnote(5)
Common Stock	02/06/2026		C		1,151,540	A	(4)(6)(7)	1,290,428	I	See Footnote(1)
Common Stock	02/06/2026		C		2,155,765	A	(6)(7)(8)(9)(10)	2,294,653	I	See Footnote(2)

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Series A Preferred Stock	(3)	02/06/2026		C			10,000,000	(3)	(3)	Common Stock	1,340,878	(3)	0	I	See Footnote(5)
Series A-1 Preferred Stock	(4)	02/06/2026		C			7,807,026	(4)	(4)	Common Stock	1,046,827	(4)	0	I	See Footnote(5)
Series A-1 Preferred Stock	(4)	02/06/2026		C			2,502,252	(4)	(4)	Common Stock	335,521	(4)	0	I	See Footnote(1)
Series B Preferred Stock	(6)	02/06/2026		C			796,380	(6)	(6)	Common Stock	106,785	(6)	0	I	See Footnote(1)
Series B Preferred Stock	(6)	02/06/2026		C			530,920	(6)	(6)	Common Stock	71,190	(6)	0	I	See Footnote(2)
Series B-1 Preferred Stock	(7)	02/06/2026		C			5,289,322	(7)	(7)	Common Stock	709,234	(7)	0	I	See Footnote(1)
Series B-1 Preferred Stock	(7)	02/06/2026		C			3,526,215	(7)	(7)	Common Stock	472,822	(7)	0	I	See Footnote(2)
Series C Preferred Stock	(8)	02/06/2026		C			303,360	(8)	(8)	Common Stock	40,677	(8)	0	I	See Footnote(2)
Series C-1 Preferred Stock	(9)	02/06/2026		C			1,450,614	(9)	(9)	Common Stock	194,510	(9)	0	I	See Footnote(2)
Series D Preferred Stock	(10)	02/06/2026		C			10,266,152	(10)	(10)	Common Stock	1,376,566	(10)	0	I	See Footnote(2)

1. Name and Address of Reporting Person^*

Lux Venture Partners V, LLC

(Last) (First) (Middle)

920 BROADWAY, 11TH FLOOR

(Street)

NEW YORK NY 10010

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

Wolfe Josh

(Last) (First) (Middle)

C/O EIKON THERAPEUTICS

230 HARRIET TUBMAN WAY

(Street)

MILLBRAE CA 94030

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer

X	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

Hebert Peter

(Last) (First) (Middle)

920 BROADWAY, 11TH FLOOR

(Street)

NEW YORK NY 10010

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

Lux Ventures V, L.P.

(Last) (First) (Middle)

920 BROADWAY, 11TH FLOOR

(Street)

NEW YORK NY 10010

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

Lux Co-Invest Opportunities II, L.P.

(Last) (First) (Middle)

920 BROADWAY, 11TH FLOOR

(Street)

NEW YORK NY 10010

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

Lux Total Opportunities, L.P.

(Last) (First) (Middle)

920 BROADWAY, 11TH FLOOR

(Street)

NEW YORK NY 10010

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

Explanation of Responses:

1. These shares are held by Lux Co-Invest Opportunities II, L.P. ("LCIO II"). Lux Co-Invest Partners II, LLC ("LCIP II") is the general partner of LCIO II and exercises voting and dispositive power over the shares noted herein held by LCIO II. Peter Hebert and Josh Wolfe, a member of the Issuer's board of directors (the "Individual Lux Managers"), are the individual managing members of LCIP II. The Individual Lux Managers, and as the sole managers of LCIP II, may be deemed to beneficially own the shares held by LCIO II. Each of LCIP II and the Individual Lux Managers disclaims beneficial ownership over these shares except to the extent of his pecuniary interest therein.

2. These shares are held by Lux Total Opportunities, L.P. ("LTO"). Lux Total Opportunities Partners, LLC ("LTOP") is the general partner of LTO and exercises voting and dispositive power over the shares noted herein held by LTO. The Individual Lux Managers are the individual managing members of LTOP. The Individual Lux Managers, as the sole managers of LTOP, may be deemed to beneficially own the shares held by LTO. Each of LTOP and the Individual Lux Managers disclaims beneficial ownership over these shares except to the extent of their pecuniary interest therein.

3. The Series A Preferred Stock converted into Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") on a 1-for-7.4578 basis and had no expiration date.

4. The Series A-1 Preferred Stock converted into Common Stock immediately prior to the closing of the Issuer's IPO on a 1-for-7.4578 basis and had no expiration date.

5. These shares are held by Lux Ventures V, L.P. ("LVV"). Lux Venture Partners V, LLC ("LVPV") is the general partner of LVV and exercises voting and dispositive power over the shares noted herein held by LVV. The Individual Lux Managers are the individual managing members of LVPV. The Individual Lux Managers, as the sole managers of LVPV, may be deemed to beneficially own the shares held by LVV. Each of LVPV and the Individual Lux Managers disclaims beneficial ownership over these shares except to the extent of their pecuniary interest therein.

6. The Series B Preferred Stock converted into Common Stock immediately prior to the closing of the Issuer's IPO on a 1-for-7.4578 basis and had no expiration date.

7. The Series B-1 Preferred Stock converted into Common Stock immediately prior to the closing of the Issuer's IPO on a 1-for-7.4578 basis and had no expiration date.

8. The Series C Preferred Stock converted into Common Stock immediately prior to the closing of the Issuer's IPO on a 1-for-7.4578 basis and had no expiration date.

9. The Series C-1 Preferred Stock converted into Common Stock immediately prior to the closing of the Issuer's IPO on a 1-for-7.4578 basis and had no expiration date.

10. The Series D Preferred Stock converted into Common Stock immediately prior to the closing of the Issuer's IPO on a 1-for-7.4578 basis and had no expiration date.

	/s/ Josh Wolfe	02/06/2026
	/s/ Peter Hebert	02/06/2026
	Lux Ventures V, L.P., By: Lux Venture Partners V, LLC, its General Partner, By: Peter Hebert, Managing Member /s/ Peter Hebert	02/06/2026
	Lux Venture Partners V, LLC, By: Peter Hebert, Managing Member /s/ Peter Hebert	02/06/2026
	Lux Co-Invest Opportunities II, L.P., By: Lux Co-Invest Partners II, LLC, its General Partner, By: Peter Hebert, Managing Member /s/ Peter Hebert	02/06/2026
	Lux Co-Invest Partners II, LLC, By: Peter Hebert, Managing Member /s/ Peter Hebert	02/06/2026
	Lux Total Opportunities, L.P., By: Lux Total Opportunities Partners, LLC, its General Partner, By: Peter Hebert, Managing Member /s/ Peter Hebert	02/06/2026
	Lux Total Opportunities Partners, LLC, By: Peter Hebert, Managing Member /s/ Peter Hebert	02/06/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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FAQ

What insider transactions did Lux entities report in Eikon Therapeutics (EIKN)?

Lux-affiliated funds reported open-market purchases of Eikon common stock and conversions of multiple preferred stock series into common shares. The activity reflects indirect holdings by funds such as Lux Ventures V, L.P., Lux Co-Invest Opportunities II, L.P., and Lux Total Opportunities, L.P.

How many Eikon Therapeutics (EIKN) shares did Lux funds buy on the open market?

On February 4, 2026, Lux Co-Invest Opportunities II, L.P. and Lux Total Opportunities, L.P. each purchased 138,888 Eikon common shares at $18 per share. These transactions were reported as indirect open-market purchases by the funds, not direct acquisitions by individual managers.

What preferred stock series in Eikon Therapeutics (EIKN) were converted by Lux funds?

Lux funds reported conversions of Series A, Series A-1, Series B, Series B-1, Series C, Series C-1, and Series D Preferred Stock. Footnotes state each series converted into common stock immediately prior to the IPO closing on a 1-for-7.4578 basis with no expiration date.

How many Series A Preferred shares of Eikon Therapeutics (EIKN) did Lux funds convert?

Lux entities reported 10,000,000 shares of Series A Preferred Stock converting into Eikon common stock. According to the disclosure, this preferred stock converted immediately prior to the closing of the IPO on a 1-for-7.4578 basis and had no expiration date.

Do Josh Wolfe and Peter Hebert directly own the reported Eikon Therapeutics (EIKN) shares?

The filing explains that shares are held by Lux investment funds such as LVV, LCIO II, and LTO. Josh Wolfe and Peter Hebert, as managing members of the general partners, may be deemed beneficial owners but disclaim beneficial ownership except to the extent of their pecuniary interests.

How is the Eikon Therapeutics (EIKN) IPO related to these Lux preferred stock conversions?

Footnotes state each preferred series converted into common stock immediately prior to the closing of Eikon’s IPO at a 1-for-7.4578 conversion ratio. This means the preferred holdings of Lux funds turned into common shares as part of the IPO capitalization structure.