Insider Trading March 24, 2026

Quantum-Si CEO Executes Sell-to-Cover Transactions Worth $19,906; Shares Near 52-Week Low

Insider sales tied to RSU tax withholding come as Quantum-Si posts mixed Q4 results and Canaccord trims price target

By Marcus Reed QSI
Quantum-Si CEO Executes Sell-to-Cover Transactions Worth $19,906; Shares Near 52-Week Low
QSI

Jeffrey Alan Hawkins, President and CEO of Quantum-Si Inc (NASDAQ: QSI), completed two sell-to-cover transactions on March 20 and March 23, 2026, disposing of 23,777 Class A shares for a combined $19,906, according to a Form 4 filing. The sales were conducted to cover tax obligations from the vesting of restricted stock units. The filings also show Hawkins retains a substantial direct stake following the transactions. The insider activity comes amid weak revenue for Q4 2025 and a recent analyst price target reduction.

Key Points

  • Quantum-Si CEO Jeffrey Alan Hawkins sold 23,777 Class A common shares across two transactions on March 20 and March 23, 2026, generating $19,906.
  • Sales were executed as mandatory sell-to-cover transactions to meet federal, state and local tax withholding obligations tied to vested restricted stock units; the provision is fixed at grant and not discretionary.
  • Quantum-Si reported mixed Q4 2025 results - EPS of -$0.08 beat estimates of -$0.12, but revenue of $451,000 missed the $761,900 forecast; Canaccord cut its price target to $1.00 from $1.50 while keeping a Hold rating.

Jeffrey Alan Hawkins, the president and chief executive officer of Quantum-Si Inc (NASDAQ: QSI), reported the sale of 23,777 Class A common shares in two transactions on March 20 and March 23, 2026, according to a Form 4 filed with the Securities and Exchange Commission.

The March 20 transaction consisted of 11,628 shares sold at a weighted average price of $0.8483 per share, with trade prices in the lot ranging from $0.8314 to $0.8718. That tranche generated $9,864 in proceeds. On March 23, Hawkins sold 12,149 shares at a weighted average of $0.8266, with individual prices between $0.7973 and $0.8525, producing $10,042. Combined, the two transactions totaled $19,906.

The Form 4 filing attributes the sales to the statutory sell-to-cover mechanism used to satisfy federal, state and local withholding taxes arising from the vesting of previously granted restricted stock units. The filing notes that the mandatory sell-to-cover provision is set at the grant date of the related restricted stock unit award and cannot be altered by the individual.

After these transfers, Hawkins is shown as directly holding 3,859,847 shares of Quantum-Si common stock.


Market context provided in the filing and accompanying market data indicate QSI shares are trading close to a 52-week low of $0.79 and are down 22.6% year-to-date. An InvestingPro valuation cited alongside the filing estimates a Fair Value of $1.13 per share, implying a valuation gap to the prevailing market price at the time of the transactions.

Separately, Quantum-Si disclosed mixed financial results for the fourth quarter of fiscal 2025. The company reported earnings per share of negative $0.08, which exceeded consensus analyst expectations of negative $0.12. Revenue, however, missed projections: Quantum-Si recorded $451,000 in quarterly revenue versus a forecast of $761,900.

In response to the weaker top-line performance, Canaccord reduced its price target for Quantum-Si from $1.50 to $1.00 while maintaining a Hold rating. In its commentary, the firm referenced the company’s weak fourth-quarter results and noted that Quantum-Si reported low-single-digit sales of its Platinum instruments during the quarter, with a gross margin of roughly 27%.

These financial details and the insider filing together outline the recent activity at Quantum-Si: a CEO sell-to-cover for tax obligations tied to vested RSUs alongside a quarter that beat on EPS but fell short on revenue, and an analyst reaction trimming valuation expectations.

Risks

  • Revenue shortfall - Quantum-Si’s Q4 2025 revenue of $451,000 fell short of forecasts, highlighting the company’s ongoing challenge in generating expected sales; this impacts investor sentiment in the diagnostics and life sciences equipment sector.
  • Valuation pressure - With shares trading near a 52-week low of $0.79 and down 22.6% year-to-date, there is market risk related to price volatility and perceived undervaluation despite an InvestingPro fair value estimate of $1.13.
  • Commercial traction uncertainty - Canaccord noted only low-single-digit sales of Platinum instruments and a gross margin near 27% for the quarter, underscoring uncertainty about the company’s ability to scale instrument sales and improve margins in the near term.

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