Recursion CEO converts 100,000 Class B; sells 100,000 Class A
Rhea-AI Filing Summary
Recursion Pharmaceuticals (RXRX) CEO and director reported a Form 4 for 10/23/2025. He converted 100,000 shares of Class B into Class A at $0 and sold 100,000 Class A shares at $5.70, pursuant to a Rule 10b5-1 plan adopted on May 12, 2025.
Following these transactions, he directly owned 954,229 Class A shares. The filing also lists remaining Class B holdings and vested/unvested stock options.
Positive
- None.
Negative
- None.
Insights
Routine insider trade: conversion plus sale under 10b5-1 plan.
The CEO converted 100,000 Class B shares into Class A and sold 100,000 Class A at $5.70 on 10/23/2025. The sale was executed under a pre-established Rule 10b5-1 plan dated May 12, 2025, indicating an automated schedule rather than discretionary timing.
Post-transaction direct ownership is 954,229 Class A shares. The filing lists additional derivative interests (including Class B and options). As a standard Form 4 with a plan-based trade, this reads as administrative; investment impact is typically neutral.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Conversion | Class B Common Stock | 100,000 | $0.00 | -- |
| Conversion | Class A Common Stock | 100,000 | $0.00 | -- |
| Sale | Class A Common Stock | 100,000 | $5.70 | $570K |
| 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 (1)
- 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. This transaction is pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 12, 2025. The shares are held by LAHWRAN-3 LLC, of which the Reporting Person is a member and a manager. The shares are held by LAHWRAN-4 LLC, of which the Reporting Person is a member and a manager. The shares are held by the Gibson Family Trust, of which the Reporting Person serves as Trustee. 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. 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. 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. 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. 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.
