RXRX Form 4: CEO Christopher Gibson Sells 100,000 Shares at $4.76
Christopher Gibson, Chief Executive Officer and Director of Recursion Pharmaceuticals (RXRX), reported transactions dated 09/25/2025.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Rhea-AI Filing Summary
Christopher Gibson, Chief Executive Officer and Director of Recursion Pharmaceuticals (RXRX), reported transactions dated 09/25/2025. The report shows the acquisition and simultaneous disposition of 100,000 shares of Class A common stock: a conversion/acquisition recorded at $0 and a sale of 100,000 shares at $4.76 per share, reducing his direct beneficial ownership of Class A shares from 1,054,229 to 954,229. The filing states the sale was made pursuant to a Rule 10b5-1 trading plan adopted May 12, 2025. The report also lists indirect holdings through LAHWRAN-3 LLC, LAHWRAN-4 LLC and the Gibson Family Trust, and multiple outstanding stock options and convertible Class B shares that are convertible one-for-one into Class A shares. The form is signed by an attorney-in-fact on 09/26/2025.
Insights
TL;DR: Insider sold 100,000 Class A shares under a 10b5-1 plan; significant residual holdings remain.
The transactions are routine for an executive with sizable equity: a conversion/acquisition paired with an immediate sale of 100,000 Class A shares at $4.76, executed under a Rule 10b5-1 plan adopted May 12, 2025. Post-transaction direct ownership is 954,229 Class A shares. The filing discloses substantial additional economic exposure through Class B convertibles and multiple outstanding options totaling several hundred thousand shares. For investors, this is disclosure of liquidity activity rather than an operational update; it documents compliance with Section 16 reporting and a pre-established trading plan.
TL;DR: Disclosure shows compliant insider trading under a 10b5-1 plan and maintained governance transparency.
The Form 4 provides clear attribution of indirect holdings (LAHWRAN-3 LLC, LAHWRAN-4 LLC, Gibson Family Trust) and details of option schedules and vesting. The use of a Rule 10b5-1 plan, expressly noted in the explanation, indicates pre-planned sales rather than ad hoc trades. The filing includes signature by an attorney-in-fact, consistent with delegated execution practices. These elements support governance best practices on insider trading disclosure.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Conversion | Class B Common Stock | 0 | $0.00 | $0.00 |
| Conversion | Class A Common Stock | 100,000 | $0.00 | $0.00 |
| Sale | Class A Common Stock | 100,000 | $4.76 | $476K |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
Footnotes (10)
- F1. Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.
- F2. This transaction is pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2025.
- F3. The shares are held by LAHWRAN-3 LLC, of which the Reporting Person is a member and a manager.
- F4. The shares are held by LAHWRAN-4 LLC, of which the Reporting Person is a member and a manager.
- F5. The shares are held by the Gibson Family Trust, of which the Reporting Person serves as Trustee.
- F6. The option vests as to one forty-eighth (1/48th) of the original 666,898 shares subject to the option on March 1, 2024, and one forty-eighth (1/48th) of the shares subject to the option will vest each month thereafter.
- F7. The option vests as to one forty-eighth (1/48th) of the shares subject to the option on March 1, 2025, and one forty-eighth (1/48th) of the shares subject to the option will vest each month thereafter.
- F8. The option vests as to one forty-eighth (1/48th) of the shares subject to the option on March 1, 2023, and one forty-eighth (1/48th) of the shares subject to the option will vest each month thereafter.
- F9. The option, originally for 416,350 shares, vested as to one forty-eighth (1/48th) of the shares subject to the option on March 1, 2022, and one forty-eighth (1/48th) of the shares subject to the option will vest each month thereafter.
- F10. The option, originally for 1,500,000 shares, vested as to one forty-eighth (1/48th) of the shares subject to the option on January 31, 2021, and one forty-eighth (1/48th) of the shares subject to the option shall vest each month thereafter.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider activity did Christopher Gibson (RXRX) report on Form 4?
Was the sale by the RXRX CEO part of a pre-arranged plan?
What stock options and exercisable derivatives are disclosed for the RXRX reporting person?
AI-generated analysis. How Rhea-AI works. Not financial advice.
