Key Points
The disposition of 16,121 shares reached a total value of ~$598,000 at a weighted average price of $37.09 per share.
The transaction involved shares equal to 1% of the direct equity stake held by the executive prior to the filing.
Following this sale, the CEO maintains direct ownership of ~1.1 million shares.
Niccolo de Masi, President and Chief Executive Officer of IonQ, Inc. (NYSE:IONQ), disposed of 16,121 shares of common stock on September 11, 2026, according to a recent SEC Form 4 filing.
Transaction summary
| Metric | Value |
|---|---|
| Shares sold (directly held) | 16,121 |
| Transaction value | ~$598,000 |
| Post-transaction shares (directly held) | 1,123,426 |
| Post-transaction value | $41.29 million |
Transaction value based on SEC Form 4 weighted average sale price ($37.09); post-transaction value based on September 11, 2026 market close ($36.75).
Key questions
- Was this a discretionary market sale?
This was a non-discretionary transaction executed to cover tax obligations resulting from the vesting of equity awards and does not reflect the insider's individual outlook on the company's valuation. - What is the remaining direct equity stake held by the President and CEO?
Niccolo de Masi continues to hold ~1.1 million shares directly, representing a market value of $41.29 million as of the September 11, 2026 market close. - How does the current market valuation compare to the transaction price?
The shares were withheld at a weighted average price of $37.09, while the stock was priced at $37.05 as of the September 15, 2026 market close.
Company Overview
| Metric | Value |
|---|---|
| Share Price (as of market close 2026-09-15) | $37.05 |
| Market Capitalization | $14.0 billion |
| Revenue (TTM) | $246.5 million |
| Net Income (TTM) | -$1.4 billion |
Company Snapshot
- IonQ specializes in the development and commercialization of advanced, general-purpose quantum computing systems, providing customers with access to its technology through multiple distribution channels including third-party cloud computing platforms and its proprietary cloud service.
- The company generates revenue through a cloud-based access model, enabling enterprise and research customers to leverage quantum computing capabilities on a subscription or pay-per-use basis without requiring significant capital investment in hardware infrastructure.
- IonQ's primary customers include enterprise organizations, research institutions, and technology companies seeking to explore quantum computing applications across optimization, simulation, and machine learning use cases.
IonQ, Inc. is a leading quantum computing platform provider headquartered in College Park, Maryland. The company has established strategic partnerships with major cloud infrastructure providers to democratize access to quantum computing technology.
As a pre-profitability enterprise in an emerging technology segment, IonQ is focused on scaling its customer base and advancing quantum processor capabilities to drive long-term value creation.
What this transaction means for investors
The September 11 sale of IonQ stock by CEO Niccolo de Masi is not a cause for investor concern. It was a required disposition to satisfy tax withholding obligations associated with the vesting of restricted stock units (RSUs).
An RSU is a form of compensation where a company grants an employee shares of stock at a future date. When that vesting date arrives, as was the case here, a "sell to cover" transaction occurs to pay the related taxes.
Post-sale, de Masi maintains a sizable equity position totaling 1.1 million directly held shares. This ensures his continued alignment with shareholder interests.
IonQ stock is down substantially from its 52-week high of $84.64 despite raising its 2026 full-year financial outlook on September 8. The company now expects revenue to come in between $450 million and $460 million compared to $130 million in 2025. The stock is down because IonQ reported a whopping net loss of $1.9 billion in the second quarter.
Robert Izquierdo has positions in IonQ. The Motley Fool has positions in and recommends IonQ. The Motley Fool has a disclosure policy.