Tempus AI's Data Chief Just Filed a Form 4. His Segment Grew 28% Last Quarter.
Key Points
The transaction involved 41,095 shares executed at a weighted average price of $49.61 per share, representing a total value of $2.0 million.
The sale was non-discretionary, executed to cover tax obligations associated with the vesting of restricted stock units, and does not reflect the insider's view on the stock.
Fukushima maintains a substantial equity stake of roughly 624,000 total shares, including 61,706 shares held indirectly by his spouse.
Ryan Fukushima, CEO, Data at Tempus AI, Inc. (NASDAQ:TEM), reported the disposition of 41,095 shares of common stock on August 18, according to an SEC Form 4 filing.
Transaction summary
| Metric | Value |
|---|---|
| Transaction value | ~$2.0 million |
| Shares sold | 41,095 |
| Post-transaction shares | 624,169 |
| Post-transaction shares (directly held) | 562,463 |
| Post-transaction shares (indirectly held) | 61,706 |
| Post-transaction value | $30.81 million |
Transaction value based on SEC Form 4 weighted average sale price ($49.61); post-transaction value based on the August 18 market close ($49.36).
Key questions
- What was the specific context for this share disposition?
The transaction was a non-discretionary "sell to cover" event required to satisfy statutory tax withholding obligations triggered by the vesting of restricted stock units. - How does this impact the insider's remaining investment in the firm?
Following this transaction, Fukushima continues to hold about 562,000 direct shares and 61,706 indirect shares, ensuring significant remaining alignment with the company's equity performance. - What is the company's current financial standing?
Tempus AI maintains a market capitalization of $10.7 billion as of the August 19 market close, supported by trailing twelve-month revenue of $1.4 billion and a net loss of $254.4 million. - What has been the recent trajectory for the stock?
At the time of the August 18 transaction, the stock was priced at $49.36 per share, reflecting a one-year return of -37% as of that date.
Company Overview
| Metric | Value |
|---|---|
| Share Price (as of market close 2026-08-19) | $61.25 |
| Market Capitalization | $10.7 billion |
| Revenue (TTM) | $1.4 billion |
| Net Income (TTM) | -$254.4 million |
Company Snapshot
- Tempus AI operates a closed-loop, full-stack healthcare technology platform that integrates clinician workflows with laboratory diagnostic capabilities, advanced analytics, and a comprehensive repository of multimodal data to support precision medicine applications.
- The company generates revenue through its proprietary Tempus platform and Hub clinical application, which provide next-generation sequencing (NGS) tests and diagnostic services to healthcare providers, with a business model centered on enabling data-driven clinical decision-making.
- Tempus AI serves physicians, healthcare providers, and clinical laboratories as primary customers, targeting the oncology and precision medicine markets where genomic testing and advanced analytics drive improved patient outcomes.
Tempus AI is a healthcare technology company with a market capitalization of $10.7 billion and TTM revenue of $1.4 billion, operating as a leading provider of AI-enabled diagnostic and analytics platforms for precision medicine. The company's integrated platform architecture creates a competitive advantage by combining clinical workflow optimization with proprietary laboratory capabilities and advanced data analytics. With 3,800 employees and headquarters in Chicago, Tempus AI is positioned at the intersection of genomics, artificial intelligence, and clinical diagnostics, though the company is currently in a growth investment phase with negative net income of -$254.4 million TTM.
What this transaction means for investors
Fukushima's sell-to-cover happened the same day as Tempus' CEO and other execs, tied to the same kind of RSU vesting, and it landed the day before Tempus stock jumped 24% on the Moderna and Merck trial news that revalued the pending Personalis deal. Of course, that's basically just a coincidence given the type of non-discretionary sale, but it's still notable given the rapid surge in prices. He still holds roughly 562,000 shares directly plus another 61,706 indirect, so 41,095 shares is a small piece of a much bigger position.
Fukushima's title is the more interesting thread here. As CEO of Tempus's data business, Fukushima runs the segment that grew fastest last quarter. Data and applications revenue rose 28% year over year to $93.2 million, with the Insights product specifically up 36%, and the company signed close to $200 million in new data and application licenses during the quarter. That's the part of Tempus that doesn't depend on lab volume or reimbursement rates, and it's growing faster than the diagnostics side that gets most of the attention.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tempus AI. The Motley Fool has a disclosure policy.