MBX Biosciences, Inc. (MBX) awards CFO 130,000 options and 28,000 RSUs
Rhea-AI Filing Summary
Smither John W reported acquisition or exercise transactions in this Form 4 filing.
MBX Biosciences, Inc. Chief Financial Officer John W. Smither received two equity awards on August 3, 2026. He was granted 28,000 restricted stock units that vest 25% each July 13, 2027–2030, and a stock option for 130,000 shares at $64.41 per share, vesting 25% on July 13, 2027 and monthly thereafter over 36 months, all subject to continued service.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 28,000 shares
Net Buy
2 txns
Insider
Smither John W
Role
Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Stock option (right to buy) F2 | 130,000 | $0.00 | $0.00 |
| Grant/Award | Common Stock F1 | 28,000 | $0.00 | $0.00 |
Holdings After Transaction:
Stock option (right to buy) — 130,000 shares (Direct);
Common Stock — 28,000 shares (Direct)
Footnotes (2)
- F1. Represents the grant of restricted stock units ("RSUs"). 25% of the shares subject to the RSU grant will vest annually over four years, on each July 13, 2027, 2028, 2029 and 2030, subject to continued service on each such vesting date.
- F2. The options will vest and become exercisable with 25% of the shares subject to the award vesting on July 13, 2027 and the remainder vesting in 36 equal monthly installments thereafter, subject to continued service on each such vesting date.
Key Figures
RSU grant size: 28,000 shares
Option grant size: 130,000 shares
Option exercise price: $64.41 per share
+5 more
8 metrics
RSU grant size
28,000 shares
Restricted stock units granted to CFO on August 3, 2026
Option grant size
130,000 shares
Stock option (right to buy) granted to CFO on August 3, 2026
Option exercise price
$64.41 per share
Conversion or exercise price of the 130,000-share stock option
Option expiration
August 3, 2036
Expiration date of the CFO’s stock option award
RSU vesting schedule
25% annually 2027–2030
RSUs vest 25% on July 13, 2027, 2028, 2029 and 2030
Option vesting schedule
25% then 36 monthly installments
25% vests July 13, 2027; remaining 75% in 36 equal monthly installments
Common stock held after RSU grant
28,000 shares
Direct common stock holdings reported following the RSU award
Options held after grant
130,000 options
Total stock options reported following the option award
Key Terms
restricted stock units ("RSUs"), Stock option (right to buy), vesting, underlying security
4 terms
restricted stock units ("RSUs") financial
"Represents the grant of restricted stock units ("RSUs"). 25% of the shares"
Restricted stock units (RSUs) are a company promise to give an employee shares of stock (or cash equivalent) in the future, but only after certain conditions—usually staying with the company for a set time or hitting performance goals—are met. Investors watch RSUs because when they vest they increase the number of shares outstanding and can lead insiders to sell shares, affecting share price, company dilution and the true cost of employee pay.
Stock option (right to buy) financial
"security_title: "Stock option (right to buy)" for 130000.0000 shares"
vesting financial
"will vest and become exercisable with 25% of the shares subject to the award vesting"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
underlying security financial
"underlying_security_title: "Common Stock" and underlying_security_shares"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transactions did MBX (MBX) report for John W. Smither?
John W. Smither, MBX Biosciences’ CFO, received 28,000 restricted stock units and a stock option for 130,000 shares of common stock, both granted on August 3, 2026 as part of his equity compensation.
What are the terms of the RSU grant to the MBX (MBX) CFO?
The CFO’s RSU grant covers 28,000 shares. 25% of these RSUs vest each year on July 13, 2027, 2028, 2029 and 2030, provided he continues to serve through each vesting date.
How do the MBX (MBX) stock options granted to the CFO vest?
The CFO’s stock option for 130,000 shares vests with 25% on July 13, 2027, and the remaining 75% in 36 equal monthly installments thereafter, all contingent on continued service at each vesting date.
What is the exercise price and expiration date of the MBX (MBX) CFO’s options?
The CFO’s option has an exercise price of $64.41 per share and expires on August 3, 2036, giving him the right to buy up to 130,000 MBX Biosciences common shares before that date once vested.
Were the MBX (MBX) CFO’s equity awards granted under a Rule 10b5-1 plan?
The Rule 10b5-1 checkbox in this insider report was not marked, indicating these equity awards are not identified as being granted pursuant to a Rule 10b5-1 trading plan in this disclosure.