[Form 4] Standard BioTools Inc. Insider Trading Activity

Rhea-AI Filing Summary

Standard BioTools (LAB) filed a Form 4 reporting that President & CEO Michael Egholm was granted 3,000,000 Restricted Stock Units (RSUs) on 01-Aug-2025 at no cost (Transaction Code “A”). Vesting is service-based: 25 % vests on 01-Aug-2026 and the remaining 75 % vests in three equal annual installments through 2029. Following the award, Egholm’s direct beneficial ownership rises to 5,736,285 shares, which includes 5,000 shares previously acquired via the company’s Employee Stock Purchase Plan. No shares were sold and no derivative transactions were reported, making the filing a pure incentive grant. While the award strengthens management–shareholder alignment over the long term, settlement of the RSUs will add to the share count and could be dilutive once the units convert to common stock.

Positive

• 3,000,000-share RSU grant increases CEO equity stake, strengthening long-term alignment with shareholders.
• Four-year vesting promotes management retention and focuses incentives on sustained performance.

Negative

• Future dilution risk once RSUs convert to common stock.
• RSUs lack explicit performance conditions, limiting pay-for-performance linkage.

Insights

Corporate Governance Analyst

TL;DR: Large CEO RSU grant aligns incentives but introduces future dilution; overall governance-neutral, moderately impactful.

The 3 million-share RSU package is substantial for a single insider and signals the board’s intent to retain leadership through a four-year horizon. The absence of performance conditions limits pay-for-performance rigor, but the extended vesting delays share issuance and ties value creation to sustained tenure. Investors should watch future proxy filings for added disclosure on total share-based compensation and dilution caps.

Portfolio Manager

TL;DR: Equity award increases insider stake; neutral-to-slightly positive sentiment, limited immediate trading signal.

The grant lifts Egholm’s ownership to 5.74 million shares, reinforcing confidence in management’s commitment. Because no shares were bought on the open market, the filing lacks a direct bullish signal on current valuation. Potential dilution is a consideration, but timing is spread over several years, minimizing near-term EPS impact. Overall, the event is noteworthy yet not thesis-changing.

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^*

Egholm Michael

(Last) (First) (Middle)

C/O STANDARD BIOTOOLS INC.

2 TOWER PLACE, STE 2000

(Street)

SOUTH SAN FRANCISCO CA 94080

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
STANDARD BIOTOOLS INC. [ LAB ]

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

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

3. Date of Earliest Transaction (Month/Day/Year)
08/01/2025

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

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

X	Form filed by One Reporting Person
	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	08/01/2025		A		3,000,000(1)	A	$0	5,736,285(2)	D

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

Explanation of Responses:

1. Represents Restricted Stock Units ("RSUs") that vest as to 25% of the RSUs on August 1, 2026, with the remaining 75% of the RSUs vesting in three equal annual installments thereafter, subject to the Reporting Person's continued service through the applicable vesting date. Each RSU represents the right to receive one share of common stock upon vesting.

2. Includes 5,000 shares previously acquired by the Reporting Person under the Issuer's Employee Stock Purchase Plan.

	/s/ Michael Egholm by Tomone Tanaka, Attorney-in-Fact	08/05/2025
	** Signature of Reporting Person	Date
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.

FAQ

How many shares did LAB CEO Michael Egholm receive?

He was granted 3,000,000 Restricted Stock Units on 01-Aug-2025.

What is the vesting schedule of the new RSUs?

25 % vests on 01-Aug-2026; the remaining 75 % vests in three equal annual installments thereafter.

What is Egholm's total LAB share ownership after the transaction?

His direct beneficial ownership is 5,736,285 shares.

Did the insider pay cash for the shares?

No. The RSUs were granted at a $0 purchase price.

Does the filing include any stock sales?

No sales or derivative dispositions were reported; the filing is solely an equity grant.

Could the RSU grant dilute existing shareholders?

Yes, dilution may occur when the RSUs convert to common stock, although vesting is spread over four years.