Insider Trading February 25, 2026

Arvinas CEO Executes $58k Automatic Stock Sale to Cover RSU Taxes

Randy Teel sold 4,786 shares in automatic transactions tied to restricted stock units as the company contends with weak Q4 2025 results

By Leila Farooq ARVN
Arvinas CEO Executes $58k Automatic Stock Sale to Cover RSU Taxes
ARVN

Randy Teel, president and chief executive of Arvinas, Inc. (NASDAQ: ARVN), sold 4,786 shares of company stock on February 23, 2026, in two automatic transactions to satisfy tax withholding obligations tied to vested restricted stock units. The shares were sold at $12.16 each for roughly $58,197, a price below the company’s quoted $13.30 market price. The company has exhibited strong six-month momentum yet reported disappointing fourth-quarter 2025 financials that missed expectations by a wide margin. Wedbush recently raised its price target to $11 from $9 while keeping a Neutral rating and noted progress on the LRRK2 degrader ARV-102 ahead of a March 2026 conference presentation.

Key Points

  • Arvinas CEO Randy Teel sold 4,786 shares on February 23, 2026, in two transactions (1,038 and 3,748 shares) for about $58,197 at $12.16 per share.
  • Sales were automatic to cover tax withholding from vested restricted stock units and were not discretionary; Teel now directly owns 149,696 shares.
  • Arvinas reported weak Q4 2025 results with EPS of -$1.10 versus an expected -$0.51 and revenue of $9.5 million versus an expected $36.92 million; Wedbush raised its price target to $11 from $9 and kept a Neutral rating.

Summary of transaction

Randy Teel, president and chief executive officer of Arvinas, Inc. (NASDAQ: ARVN), sold a combined 4,786 shares of common stock on February 23, 2026, for an aggregate amount of approximately $58,197. The shares were sold at $12.16 apiece, which is below the company’s current quoted stock price of $13.30. According to records, this sale occurred through two separate transactions of 1,038 shares and 3,748 shares respectively, as disclosed in a Form 4 filing with the Securities and Exchange Commission.

Nature of the sales

The Form 4 indicates these dispositions were executed automatically to cover tax withholding obligations arising from the vesting and settlement of restricted stock units. The filing specifies these were not discretionary trades by the executive. After completion of the transactions, Teel directly holds 149,696 shares of Arvinas common stock.

Market context and valuation notes

Market data referenced in accompanying analysis show the stock has delivered strong momentum, returning 76% over the past six months. A Fair Value assessment cited alongside that momentum characterizes the company as appearing undervalued. Those valuation metrics are presented in the same data set that tracks the momentum figure.

Recent financial performance

Arvinas reported fourth-quarter 2025 results that fell short of consensus forecasts. The company posted an earnings per share of -$1.10, missing the expected -$0.51. Revenue for the period was $9.5 million, compared with an anticipated $36.92 million, representing a 74.27% shortfall relative to expectations.

Analyst update

Following the release of results, Wedbush adjusted its target price for Arvinas to $11 from $9 and maintained a Neutral rating on the shares. The firm called out progress on Arvinas’ LRRK2 degrader ARV-102, which the company has on track for presentation at an upcoming conference scheduled for March 2026.

Research resources

Investors seeking deeper financial and corporate analysis are directed to a Pro Research Report that covers Arvinas alongside more than 1,400 other U.S. equities. That research source is listed as available for those who wish to examine the company’s financial condition and executive actions in more detail.


The transactions and the company’s recent operational and financial updates together paint a picture of a biotechnology company navigating mixed signals - strong share momentum and valuation indications on one hand, and significant quarterly revenue and earnings shortfalls on the other. The executive sale was an automatic, tax-related event tied to RSU settlement and did not represent a discretionary disposal of shares.

Risks

  • Recent quarterly results missed earnings and revenue expectations by a wide margin - this impacts investor sentiment in the biotech and broader capital markets sectors.
  • The company’s revenue shortfall of 74.27% relative to expectations introduces uncertainty about near-term financial performance, affecting the healthcare and pharmaceutical supply of capital.
  • Executive share sales tied to RSU tax withholding reduce insider liquidity but, because these were automatic and non-discretionary, they do not directly signal management selling intent; nevertheless, such sales can be viewed with caution by equity markets.

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