Relay Therapeutics, Inc. SEC Filings

Relay Therapeutics (RLAY) disclosed a director stock option grant to purchase 207,931 shares at an exercise price of $6.86 per share on November 4, 2025.

The option vests in 36 equal monthly installments after November 4, 2025, conditioned on continued service. The option expires November 3, 2035, and the filing lists direct (D) ownership.

Relay Therapeutics (RLAY) filed a Form 3 initial statement of beneficial ownership for a director. The filing reports that no securities are beneficially owned, as reflected in the remarks and supported by Exhibit 24 (Power of Attorney). The Date of Event Requiring Statement is 11/04/2025.

Relay Therapeutics (RLAY)Director.

The filing states that no securities are beneficially owned. It indicates the form was filed by one reporting person and includes a power of attorney authorization. This is an administrative disclosure and does not report any transactions.

Relay Therapeutics (RLAY) filed its Q3 2025 report, highlighting continued R&D progress and a stronger balance sheet cushion. The company reported a net loss of $74.1M for the quarter versus $88.1M a year ago, as operating expenses declined with research and development at $68.3M and general and administrative at $12.1M. Quarterly revenue was $0; year-to-date revenue was $8.4M, primarily from the Elevar agreement tied to lirafugratinib.

Cash and investments totaled $596.4M ($91.6M cash and equivalents; $504.9M investments) at September 30, 2025, and management states this can fund operations into 2029. Shares outstanding were 173,322,385 as of October 31, 2025. The Genentech collaboration for migoprotafib ended effective January 7, 2025. Relay advanced RLY‑2608, initiating the global Phase 3 ReDiscover‑2 trial in HR+/HER2‑ breast cancer and reported interim PFS signals in combination with fulvestrant. Lease actions reduced footprint, including a terminated 399 Binney lease and a new, smaller One Kendall Square office lease.

Relay Therapeutics (RLAY) furnished a press release announcing financial results for the quarter ended September 30, 2025, and expanded its Board of Directors from seven to nine members.

The Board appointed Lonnel Coats (Class I, term expiring at the 2027 annual meeting) and Habib Dable (Class II, term expiring at the 2028 annual meeting), each determined independent under Nasdaq rules. Mr. Coats joined the Audit Committee and Mr. Dable joined the Nominating and Corporate Governance Committee. As non‑employee directors, each received an initial option to purchase 207,931 shares at an exercise price of $6.86 per share, vesting in equal monthly installments over 36 months. The company stated there are no related‑party transactions requiring disclosure.

Relay Therapeutics (RLAY) reported an insider transaction by its President and CEO (also a Director). On 11/03/2025, the executive sold 62,073 shares of common stock at $7 per share. The filing states this sale covered income tax withholding tied to the vesting of 136,853 RSUs on 10/31/2025, and the executive had no discretion over the sale.

After the transaction, the executive beneficially owned 703,215 shares directly, which includes 136,854 shares underlying RSUs. Additional holdings of 199,548 shares and 687,355 shares are held by irrevocable family trusts; beneficial ownership of those trust shares is disclaimed.

Relay Therapeutics (RLAY) insider transaction: The Chief Corporate Development Officer reported sales of common stock primarily to cover taxes from recent RSU vesting. On October 28, 2025, 19,135 shares were sold at $7.29. On October 29, 2025, 21,394 shares were sold at a weighted average price of $7.50, with trade prices ranging from $7.49 to $7.52.

The sale on October 28, 2025 was to satisfy income tax withholding upon the vesting of 47,897 RSUs on October 27, 2025, and the reporting person had no discretion over that transaction. Following these sales, the reporting person beneficially owns 337,469 shares, which include 108,919 shares underlying RSUs.

Relay Therapeutics (RLAY) reported an insider transaction by its Chief Financial Officer. The CFO sold 21,664 shares of common stock at $7.29 on October 28, 2025. The filing states the sale was to cover income tax withholding tied to the vesting of 48,115 RSUs on October 27, 2025, and the officer had no discretion over the sale under company policy. Following the transaction, the officer beneficially owned 313,631 shares, which includes 110,008 shares underlying RSUs.

Relay Therapeutics (RLAY) officer reports Form 4 transaction. On 10/28/2025, the President, R&D sold 30,897 shares of common stock at $7.29 per share. The filing states the sale was made to cover income tax withholding obligations tied to the vesting of 68,622 RSUs on October 27, 2025, and the reporting person had no discretion over the transaction under company policies.

Following the transaction, the officer beneficially owned 521,823 shares, held directly. This total includes 168,866 shares underlying RSUs.