Daily Dilution Report - May 1, 2026
All Events
$MVIS (MC: $215M)
- Senior Secured Convertible Notes: ~$43M principal convertible @ $0.8819/share (up to 61.3M shares). Zero coupon, optionally convertible, capped at 61.3M shares w/o approval.
- Notes allow potential Forced Conversion if stock price > $2.00 for 20 days.
- Additionally, 16.86M shares reserved for compensation, 0.6M from options @ $1.40/share, and 7.08M from unvested awards.
$SENS (MC: $276M)
- $80M direct offering involves common stock and pre-funded warrants exercisable at $0.001 per share.
- Over 137M potential shares from existing warrants, including 83.9M at $0.001 and 45.7M at $0.35.
- ATM program established as part of a $300M shelf registration through TD Securities.
$GHM (MC: $1.1B)
- PIPE Deal: $50M gross proceeds for 599,808 shares @ $83.36/share.
- Investors: Certain accounts advised by T. Rowe Price.
$LXRX (MC: $682M)
- Series B Preferred Stock conversion issued 20.4M common shares.
- Equity incentive plans increased shares reserved by 17M total.
- Authorized Common Stock to increase by 450M to 900M shares.
$TIPT (MC: $653M)
- The filing primarily concerns an amendment to a merger agreement for the acquisition of a subsidiary (Fortegra) by a third party. It also announces financial results and a dividend. There is no information about the issuance of new equity through warrants, convertible notes, convertible preferred stock, ATM programs, equity lines, direct offerings, PIPE deals, or stock compensation plans.
$ALGT (MC: $1.4B)
- Potential dilution from issuance of additional common stock.
- To be issued upon consummation of Sun Country acquisition.
- Specific terms not yet finalized or disclosed.
$NTLA (MC: $1.6B)
- ATM Program: $33.6M available.
- Direct Offering: 16.7M shares at $10.75/share.
- Direct Offering: 2.5M shares (option exercised) at $10.75/share.
$HTZ (MC: $2.0B)
- Issued $221.4M in Rental Car Asset Backed Notes (Class E) by subsidiary HVF III.
- These are debt instruments, not direct equity issuances.
- Funds for fleet financing; could indirectly lead to future equity dilution.
$BOBS (MC: $1.4B)
- This filing does not contain any stock dilution events. The document describes an amendment to a revolving credit agreement, which increases the credit facility and extends its maturity. This is a debt financing event and does not involve the issuance of new equity securities that would dilute existing shareholders.
$INSG (MC: $296M)
- Nokia warrants for 781,708 shares exercisable @ $12.89/share.
- $10M PIPE deal with Nokia for 775,795 shares.