STOCK TITAN

Mineralys Therapeutics (MLYS) CMO sells 14,474 shares, exercises options

Filing Impact
(Moderate)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Mineralys Therapeutics Chief Medical Officer David Malcom Rodman reported a mix of option exercises and share sales in mid-June. On June 15 and June 17, he sold a total of 14,474 shares of common stock in open-market transactions at weighted-average prices around $23.81 and $25.00.

To support these sales, he exercised stock options covering 8,126 shares at exercise prices of $10.20, $14.25 and $15.44. After the transactions, he directly holds 57,095 shares of common stock. The filing notes that the trades were executed under a pre-arranged Rule 10b5-1 trading plan adopted on October 6, 2025.

Positive

  • None.

Negative

  • None.
Insider Rodman David Malcom
Role Chief Medical Officer
Sold 14,474 shs ($350K)
Type Security Shares Price Value
Exercise Stock Option 4,167 $0.00 --
Exercise Stock Option 417 $0.00 --
Exercise Common Stock 4,167 $14.25 $59K
Exercise Common Stock 417 $15.44 $6K
Sale Common Stock 4,584 $25.00 $115K
Exercise Stock Option 3,542 $0.00 --
Exercise Common Stock 3,542 $10.20 $36K
Sale Common Stock 9,890 $23.8106 $235K
Holdings After Transaction: Stock Option — 83,334 shares (Direct, null); Common Stock — 61,262 shares (Direct, null)
Footnotes (1)
  1. These transactions were effected pursuant to a Rule 10b5-1 trading plan adopted on October 6, 2025. The price reported in Column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $23.41 to $23.98. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (2) to this Form 4. The stock option vests in monthly installments over a period of four years, with 1/48th of the total shares underlying the option vesting each one-month period following the date of grant. The stock option vested as to 25% of the underlying shares on the first anniversary of the grant date, with the remaining shares vesting in 36 substantially equal monthly installments thereafter.
Shares sold 14,474 shares Total common shares sold in June transactions
Options exercised 8,126 shares Common shares acquired via option exercises
Sale price June 15 $23.8106/share Weighted-average sale price on June 15
Sale price June 17 $25.00/share Reported sale price on June 17
Exercise price $10.20/share Stock option exercise price for 3,542 shares
Exercise prices $14.25 & $15.44/share Additional stock option exercise prices
Shares held after 57,095 shares Direct common stock holdings after transactions
Rule 10b5-1 trading plan regulatory
"These transactions were effected pursuant to a Rule 10b5-1 trading plan adopted on October 6, 2025."
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
weighted-average price financial
"The price reported in Column 4 is a weighted-average price."
stock option financial
"The stock option vests in monthly installments over a period of four years"
A stock option is a contract that gives you the right to buy or sell a company's stock at a specific price within a certain time frame. People use them to potentially make money if the stock's price moves favorably or to protect against losses. It's like holding a coupon that can be used to buy or sell stock at a set price later on.
open-market sale financial
"transaction_action": "open-market sale""
An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.
derivative exercise/conversion financial
"transaction_action": "derivative exercise/conversion""
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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*
Rodman David Malcom

(Last)(First)(Middle)
150 N. RADNOR CHESTER RD.
SUITE F200

(Street)
RADNOR PENNSYLVANIA 19087

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Mineralys Therapeutics, Inc. [ MLYS ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Medical Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/15/2026
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 Stock06/15/2026M(1)3,542A$10.266,985D
Common Stock06/15/2026S(1)9,890D$23.8106(2)57,095D
Common Stock06/17/2026M(1)4,167A$14.2561,262D
Common Stock06/17/2026M(1)417A$15.4461,679D
Common Stock06/17/2026S(1)4,584D$2557,095D
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
Stock Option$10.206/15/2026M(1)3,542 (3)02/13/2035Common Stock3,542$0113,334D
Stock Option$14.2506/17/2026M(1)4,167 (4)02/13/2034Common Stock4,167$083,334D
Stock Option$15.4406/17/2026M(1)417 (4)03/17/2033Common Stock417$03,750D
Explanation of Responses:
1. These transactions were effected pursuant to a Rule 10b5-1 trading plan adopted on October 6, 2025.
2. The price reported in Column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $23.41 to $23.98. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (2) to this Form 4.
3. The stock option vests in monthly installments over a period of four years, with 1/48th of the total shares underlying the option vesting each one-month period following the date of grant.
4. The stock option vested as to 25% of the underlying shares on the first anniversary of the grant date, with the remaining shares vesting in 36 substantially equal monthly installments thereafter.
Remarks:
/s/ Adam Levy, Attorney-in-fact06/17/2026
** 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 insider transactions did Mineralys Therapeutics (MLYS) report for its CMO?

Mineralys Therapeutics’ Chief Medical Officer David Malcom Rodman exercised stock options and sold common shares. He sold 14,474 shares in open-market trades and exercised options for 8,126 shares, ending with 57,095 shares held directly after the reported transactions.

How many Mineralys Therapeutics (MLYS) shares did the CMO sell and at what prices?

Rodman sold 14,474 Mineralys Therapeutics common shares. Reported weighted-average sale prices were about $23.81 per share on June 15 and $25.00 per share on June 17, with one sale executed across multiple trades between $23.41 and $23.98 per share.

What stock options did the Mineralys Therapeutics (MLYS) CMO exercise?

He exercised options covering 8,126 Mineralys Therapeutics common shares. The underlying options had exercise prices of $10.20, $14.25 and $15.44 per share, converting those option rights into actual common stock as part of the reported transactions.

How many Mineralys Therapeutics (MLYS) shares does the CMO hold after these trades?

Following the June transactions, Rodman directly holds 57,095 Mineralys Therapeutics common shares. This post-transaction figure comes from the Form 4 totals and shows his remaining direct equity stake after exercising options and completing the reported open-market sales.

Were the Mineralys Therapeutics (MLYS) insider trades done under a Rule 10b5-1 plan?

Yes. The filing states the transactions were effected under a Rule 10b5-1 trading plan adopted on October 6, 2025. Such plans pre-schedule trades, helping separate routine portfolio management from discretionary timing decisions by insiders.

What do the weighted-average prices mean in the Mineralys Therapeutics (MLYS) Form 4?

A weighted-average price means the reported per-share price reflects multiple trades at slightly different prices. For one sale, shares were sold between $23.41 and $23.98, and the weighted-average figure summarizes those trades rather than listing each individual execution price.