David Malcom Rodman - 02 Jan 2026 Form 4 Insider Report for Mineralys Therapeutics, Inc. (MLYS)

Role
Chief Medical Officer
Signature
/s/ Adam Levy, Attorney-in-fact
Issuer symbol
MLYS
Transactions as of
02 Jan 2026
Net transactions value
-$6,159,338
Form type
4
Filing time
06 Jan 2026, 19:20:49 UTC
Previous filing
15 Oct 2025
Next filing
13 Jan 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Rodman David Malcom Chief Medical Officer 150 N. RADNOR CHESTER RD., SUITE F200, RADNOR /s/ Adam Levy, Attorney-in-fact 06 Jan 2026 0001672659

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MLYS Common Stock Options Exercise $10,857 +10,053 +14% $1.08 81,888 02 Jan 2026 Direct F1, F2
transaction MLYS Common Stock Options Exercise $56,032 +3,629 +4.4% $15.44 85,517 02 Jan 2026 Direct F1
transaction MLYS Common Stock Options Exercise $95,339 +9,347 +11% $10.20 94,864 02 Jan 2026 Direct F1
transaction MLYS Common Stock Options Exercise $322,688 +20,168 +21% $16.00 115,032 02 Jan 2026 Direct F1
transaction MLYS Common Stock Options Exercise $344,750 +24,193 +21% $14.25 139,225 02 Jan 2026 Direct F1
transaction MLYS Common Stock Sale $2,511,919 -70,037 -50% $35.87 69,188 02 Jan 2026 Direct F1, F3
transaction MLYS Common Stock Options Exercise $30,281 +28,038 +41% $1.08 97,226 05 Jan 2026 Direct F1
transaction MLYS Common Stock Options Exercise $156,268 +10,121 +10% $15.44 107,347 05 Jan 2026 Direct F1
transaction MLYS Common Stock Options Exercise $265,904 +26,069 +24% $10.20 133,416 05 Jan 2026 Direct F1
transaction MLYS Common Stock Options Exercise $858,080 +53,630 +40% $16.00 187,046 05 Jan 2026 Direct F1
transaction MLYS Common Stock Options Exercise $961,490 +67,473 +36% $14.25 254,519 05 Jan 2026 Direct F1
transaction MLYS Common Stock Sale $4,849,555 -139,245 -55% $34.83 115,274 05 Jan 2026 Direct F1, F4
transaction MLYS Common Stock Sale $1,899,554 -53,470 -46% $35.53 61,804 05 Jan 2026 Direct F1, F5

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction MLYS Stock Option Options Exercise $0 -10,053 -12% $0.000000 72,478 02 Jan 2026 Common Stock 10,053 $1.08 Direct F1, F6
transaction MLYS Stock Option Options Exercise $0 -3,629 -18% $0.000000 16,371 02 Jan 2026 Common Stock 3,629 $15.44 Direct F1, F6
transaction MLYS Stock Option Options Exercise $0 -9,347 -5.5% $0.000000 160,653 02 Jan 2026 Common Stock 9,347 $10.20 Direct F1, F7
transaction MLYS Stock Option Options Exercise $0 -20,168 -19% $0.000000 84,018 02 Jan 2026 Common Stock 20,168 $16.00 Direct F1, F6
transaction MLYS Stock Option Options Exercise $0 -24,193 -12% $0.000000 175,807 02 Jan 2026 Common Stock 24,193 $14.25 Direct F1, F6
transaction MLYS Stock Option Options Exercise $0 -28,038 -39% $0.000000 44,440 05 Jan 2026 Common Stock 28,038 $1.08 Direct F1, F6
transaction MLYS Stock Option Options Exercise $0 -10,121 -62% $0.000000 6,250 05 Jan 2026 Common Stock 10,121 $15.44 Direct F1, F6
transaction MLYS Stock Option Options Exercise $0 -26,069 -16% $0.000000 134,584 05 Jan 2026 Common Stock 26,069 $10.20 Direct F1, F7
transaction MLYS Stock Option Options Exercise $0 -53,630 -64% $0.000000 30,388 05 Jan 2026 Common Stock 53,630 $16.00 Direct F1, F6
transaction MLYS Stock Option Options Exercise $0 -67,473 -38% $0.000000 108,334 05 Jan 2026 Common Stock 67,473 $14.25 Direct F1, F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Explanation of Responses:

Id Content
F1 These transactions were effected pursuant to a Rule 10b5-1 trading plan adopted on October 6, 2025.
F2 This balance includes 680 shares purchased under the Mineralys Therapeutics, Inc. 2023 Employee Stock Purchase Plan that were not previously reported.
F3 The price reported in Column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $35.6550 to $36.4522. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (3) to this Form 4.
F4 The price reported in Column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $34.2100 to $35.2021. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (4) to this Form 4.
F5 The price reported in Column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $35.2100 to $35.7700. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (5) to this Form 4.
F6 The stock option vested as to 25% of the underlying shares on the first anniversary of the grant date, with the remaining shares vesting in 36 substantially equal monthly installments thereafter.
F7 The stock option vests in monthly installments over a period of four years, with 1/48th of the total shares underlying the option vesting each one-month period following the date of grant.