Rodman David Malcom

CMO Rodman Malcom sold $652.6K in MLYS shares while stock trades 44% below 52-week high; eighth sale at this ticker in 36 months.

Rodman Malcom, Chief Medical Officer, disposed of approximately 22,500 shares across three transactions on consecutive trading days, reducing his direct stake from roughly 70,000 shares to 63,000. This is his eighth open-market sale at Mineralys in the past two years—a clear pattern of consistent equity reduction with no offsetting purchases. The stock currently trades well below its 52-week high, having declined over a longer stretch, yet Malcom's prior five sales at this ticker show mixed near-term timing (two well-timed exits, three where the stock subsequently climbed) but uniformly poor timing at the 90-day horizon, with every prior sale followed by stock gains. The company remains unprofitable with ongoing quarterly losses, presenting a backdrop of fundamental weakness during which the CMO is further lightening his exposure. This filing represents a continuation of the insider's singular focus on exits—he has never made an open-market purchase at Mineralys—suggesting persistent conviction to reduce shares rather than reposition for recovery.

CMO David Malcom sold 20,406 shares at $26.54–$27.66 for $548,672.35 on two dates in April 2026.

Rodman David Malcom, Chief Medical Officer at Mineralys Therapeutics, executed 2 separate sales totaling 20,406 shares for $548,672.35 (blended average $26.89), reducing his post-transaction holdings to 69,792 shares from 90,198 shares (a 22.6% reduction). The company remains unprofitable, with net income of $-36,932,000.00 over the most recent full fiscal year. While Malcom's cross-ticker track record shows strong timing accuracy (100.00% well-timed rate across 20 prior sells), his same-ticker history at MLYS shows mixed recent outcomes: 5 prior trades exhibited returns of +2.7%, -4.3%, -2.7%, -2.7%, and -4.2% at the 30-day mark, with 0 of these prior sells well-timed at the 90-day horizon. The current stock price of $30.42 is 18.2% above the 30-day moving average but 35.7% below the 52-week high of $47.33, placing the sale prices ($26.54–$27.66) materially below current valuation and below the historical peak.

CMO David Malcom sold 20,406 shares ($542,973.38) across 4 transactions at MLYS; stock down 28.6% in 90 days.

Chief Medical Officer Rodman David Malcom executed 4 separate sales totaling 20,406 shares for $542,973.38 between March 12–13, 2026, reducing his holdings by 21.1% from 96,546 to 76,140 shares. The sales occurred at prices ranging from $25.91 to $27.82 (blended average $26.61), while the stock currently trades at $25.73—down 45.6% from its 52-week high of $47.33 and down 28.6% over the past 90 days. The company is unprofitable (net loss of $36.9M in the most recent fiscal year) and operates at a $2.1B market cap. His prior trades at this ticker (5 recent sales in early February) have all shown negative 30-day returns ranging from -4.2% to -11.6%, but 90-day outcomes for those trades are not yet measurable. The timing of this sale—following sharply declining stock performance—merits observation alongside the company's fundamental losses.

CMO Rodman David Malcom sells 20,404 shares at avg $27.93 across 5 transactions (Feb 12–13); exits 31.6% of holdings as MLYS down 41.7% from 52-week high.

Rodman David Malcom, Chief Medical Officer, executed 5 separate sales totaling 20,404 shares for $569,809.06, reducing his holdings from 64,493 shares to 44,089 shares (a 31.6% reduction) at a blended average price of $27.93. The timing is notable: MLYS trades at $27.60 currently, off -41.7% from its 52-week high and down -17.4% in the prior 30 days, suggesting the insider sold near recent local resistance. His cross-ticker track record shows 11 prior sells with a 90-day well-timed rate of 100.00%, but at this specific ticker, his 5 prior MLYS sells since January 2, 2026 all showed negative 30-day returns (-15.4% to -12.1%), with none yet measurable at the 90-day mark, indicating a recent selling pattern into persistent weakness. The company's fundamentals are challenged—net income of $-36,932,000.00 over the most recent full fiscal year—adding context to why a chief medical officer might be reducing a concentrated position during a sustained decline.

CMO Rodman David Malcom sold 19,076 shares (27.4% of holdings) at $32.66 avg, now $31.38; -28.0% in 90 days

Rodman David Malcom, Chief Medical Officer, executed two separate sales totaling 19,076 shares for $623,114.66 on January 13-14, 2026, reducing his stake by 27.4% from 69.5K to 50.4K shares. The sales at $32.66 average occurred within a steep price decline: the stock has fallen -28.0% over 90 days and -12.9% over 30 days, now trading at $31.38, down -33.7% from its 52-week high of $47.33. Mineralys is unprofitable with a net income of $-36.9M over its most recent full fiscal year. Notably, this follows a pattern: Malcom executed three other sales at MLYS within the prior two weeks (January 2-5, 2026), and his cross-ticker track record shows a 100.00% well-timed rate on 9 prior sells with an average 90-day return of -27.8%, suggesting his historical exits have preceded declines.

CMO Rodman David Malcom sells 262,752 shares for $9,261,028.10 across three transactions, reducing stake 81.0%, as stock down 24.6% from 52-week high.

Rodman David Malcom, Chief Medical Officer of Mineralys Therapeutics, executed three separate sales totaling 262,752 shares for $9,261,028.10 between January 2–5, 2026, reducing his holdings from 324,556 shares to 61,804 shares—an 81.0% reduction. The sales occurred at a blended average price of $35.25, while the current stock price of $35.71 sits 24.6% below the 52-week high of $47.33, and has declined 7.2% over the past 30 days. His prior trades at MLYS show a 5-of-5 pattern of well-timed sells at the 90-day mark, with cumulative 90-day underperformance ranging from −9.8% to −42.2%. The company is unprofitable with a full-year net income of $−36,932,000.00, and this substantial divestiture by a chief medical officer at a critical juncture—combined with the persistent timing pattern—warrants close attention to whether operational or clinical developments may be signaling deteriorating prospects.

Chief Medical Officer sold 55.8K shares ($879.0K) at blended $15.76; holds 116.7K shares post-sale.

Rodman David Malcom (Chief Medical Officer) executed 3 separate sales totaling 55,771 shares for $879,008.48 on 2025-04-01, reducing his holdings by 32.3% from 172,475 shares to 116,704 shares. The blended average transaction price of $15.76 is notably above the current price of $13.53 (−19.8% from 52-week high), yet the 30-day post-transaction return of +36.4% suggests the stock has recovered meaningfully since the sale date. His cross-ticker track record shows 3 prior sells with an average 90-day return of −40.8% and a 100.00% well-timed rate, but his same-ticker history at MLYS (3 prior sells, all on 2023-08-10 and 2023-08-11) were well-timed with negative 90-day returns ranging from −38.0% to −42.2%, establishing a pattern of selling ahead of declines at this specific company. The company remains unprofitable (net income of −$56,342,000) with a market cap of $674,276,168.61, providing financial context for a senior medical executive's reduction in equity exposure.