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Lexeo Insider Sale: Chief Legal Officer Sells RSU Shares to Cover Taxes

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

Rhea-AI Filing Summary

Jenny Robertson, Chief Legal Officer of Lexeo Therapeutics, Inc. (LXEO), reported on a Form 4 that she sold 542 shares of the company's common stock on 08/18/2025 at a reported price of $4.668 per share. The filing states this sale was made to cover tax obligations arising from the release of restricted stock units (RSUs). After the transaction, Robertson beneficially owned 62,556 shares in total, which the filing clarifies includes 51,092 RSUs. The Form 4 was signed by an attorney-in-fact, Youjin Choi, on 08/20/2025.

Positive

  • None.

Negative

  • None.

Insights

TL;DR: A small, disclosed sale by the chief legal officer to satisfy RSU tax obligations; ownership remains concentrated in RSUs.

The transaction is fully disclosed and labeled as a sale to cover tax obligations on RSU vesting, which is a routine insider event. The number of shares sold (542) is small relative to the total beneficial ownership reported (62,556), and the filing specifies that a large portion of holdings (51,092 shares) are RSUs, indicating much of the reported stake is subject to vesting and potential future disposition rules. For investors, this is a routine liquidity event rather than new information about company operations or guidance.

TL;DR: The Form 4 is compliant and specific; the sale is identified as tax-covering for RSU release.

The report includes necessary details: reporting person, relationship to issuer, transaction date, transaction code, number of shares transacted, price, and post-transaction ownership with an explicit explanatory note. The attorney-in-fact signature is present and dated. From a governance perspective, disclosure practices appear orderly and transparent; the filing does not indicate any undisclosed related-party arrangements or deviations from standard Section 16 reporting norms.

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*
Robertson Jenny

(Last) (First) (Middle)
C/O LEXEO THERAPEUTICS, INC.
345 PARK AVENUE SOUTH, FLOOR 6

(Street)
NEW YORK NY 10010

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Lexeo Therapeutics, Inc. [ LXEO ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Chief Legal Officer
3. Date of Earliest Transaction (Month/Day/Year)
08/18/2025
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 08/18/2025 S(1) 542 D $4.668 62,556(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 a sale to cover tax obligations on the release of restricted stock units ("RSUs").
2. Includes 51,092 RSUs.
/s/ Youjin Choi, Attorney-in-Fact 08/20/2025
** 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

What did Lexeo (LXEO) insider Jenny Robertson report on Form 4?

The filing reports that Jenny Robertson sold 542 shares on 08/18/2025 at $4.668 per share to cover tax obligations related to RSU release.

How many Lexeo shares does Jenny Robertson beneficially own after the reported transaction?

The Form 4 states Robertson beneficially owns 62,556 shares following the reported sale.

Does the filing explain why the shares were sold?

Yes. The filing explains the sale was made to cover tax obligations on the release of restricted stock units (RSUs).

How many of Robertson's holdings are RSUs according to the Form 4?

The filing explicitly states that the ownership total includes 51,092 RSUs.

Who signed the Form 4 for Jenny Robertson?

The Form 4 was signed by Youjin Choi, Attorney-in-Fact, on 08/20/2025.
Lexeo Therapeutics Inc

NASDAQ:LXEO

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Biotechnology
Biological Products, (no Disgnostic Substances)
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United States
NEW YORK