Most material SEC filings — July 23, 2026

Safety Insurance Group agreed to be acquired by a Mapfre affiliate in an all-cash transaction valued at $1.54 billion. Shareholders will receive $105 per share in cash, representing a 44% premium to the July 23, 2026 closing price. The deal is expected to close in Q1 2027, subject to Massachusetts insurance commissioner approval and Hart-Scott-Rodino clearance.

LivePerson Inc. mailed stockholder letters on July 23, 2026 urging approval of its pending acquisition by SoundHound AI Inc. (NASDAQ: SOUN). Most LivePerson stockholders will receive SoundHound shares valued at ~$3.33 per LivePerson share (22% premium to pre-announcement VWAP); Tel Aviv exchange holders receive cash equivalent. Secured noteholders agreed to exchange ~$350M par value debt at substantial discount. Special meeting scheduled August 20, 2026; board contacted 66 potential counterparties and determined SoundHound's offer maximizes shareholder value given LivePerson's 22% FY2025 revenue decline, 78% customer retention (below 105-115% target), and significant debt burden.

Nuvve Holding Corp. received notice of delisting or failure to satisfy continued listing requirements, filed on 2026-07-23 for period 2026-07-22. No specific dollar amounts, counterparties, or remediation details are disclosed in the filing header. The 8-K indicates Item 3.01 (delisting/listing transfer) was triggered, but the actual substantive disclosure text is not provided in this excerpt.

On July 23, 2026, Aprea Therapeutics, Inc. filed an 8-K reporting Item 3.01 — Notice of Delisting or Failure to Satisfy Continued Listing Rule or Standard; Transfer of Listing. The filing does not provide specific details of the delisting trigger, listing standard violated, or timeline for potential transfer or delisting action. For a company with ~$8.6M market value, delisting represents an existential threat to public market access and liquidity.

InspireMD filed an 8-K on July 23, 2026 reporting Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard. The filing indicates a potential transfer of listing. Specific details regarding which exchange rule(s) were violated, timeline for remediation, or transfer destination are not disclosed in the available filing text.

HeartSciences Inc. announced a proposed business combination with Fortitude Mining Holdings, Inc. (owned by Digital Currency Group), an institutional-scale cryptocurrency mining platform focused on Zcash. The transaction is intended to combine HeartSciences' MyoVista Insights AI-ECG healthcare technology with Fortitude's mining operations. A preliminary proxy statement is expected shortly, with fiscal 2026 earnings release and business update to follow early the following week. No specific deal terms, valuation, or transaction structure details are disclosed in this announcement.

On July 22, 2026, Motorsport Games Inc. (market cap ~$10.4M) adopted a Preferred Stock Rights Agreement creating 50,000 Series A Participating Preferred Shares and issuing one Right per common share outstanding. The Rights trigger if any person acquires 12.5% or more of common stock; upon triggering, non-acquiring shareholders can purchase preferred stock at heavily discounted rates (50% of current market price), massively diluting the acquirer. Rights expire July 20, 2027; board can redeem at $0.001/right or exchange for common stock.

Northrim BanCorp (Parent, Alaska) agreed to acquire PBCO Financial Corporation (Company, Oregon) via stock merger dated July 22, 2026. Company shareholders will receive 1.16 shares of Northrim common stock per share held (Exchange Ratio per Section 1.5(a)), with an immediate second-step merger into Northrim followed by a bank merger. Company has 5,072,054 shares outstanding; merger is tax-free reorganization under IRC §368(a)(1)(A). Deal includes Voting and Support Agreements from Company directors/officers and Employment Agreements with key employees.

On May 21, 2026, AvalonBay (AVB) announced a definitive all-stock merger of equals with Equity Residential (EQR), creating a combined company with ~$53B equity market cap, ~$71B enterprise value, and 180,000+ apartments. Benjamin Schall (AVB CEO) will lead combined entity; board will have 7 trustees from each company. Special stockholder vote scheduled for August 12, 2026. AVB suspended EPS, FFO, and Core FFO full-year 2026 guidance due to transaction uncertainty, though increased Same Store NOI outlook (now 0–1.4% growth vs. prior –0.7%–1.3%). Q2 2026 Core FFO per share $2.86 (+1.4% YoY); merger costs of $12.4M included in Q2 operating expenses.

Chief Executive Officer Huang Jack Jiajia (COE) bought 622K shares (~$10.5M) on the open market (1.9% of holdings). Open-market insider purchase — historically a bullish signal.

On July 20, 2026, Empery Digital closed a $20 million preferred equity investment in Cardinal Data Power Inc. (CDP), a Hunt Properties-affiliated data center developer, acquiring approximately 8% ownership as part of a $70 million Series A round led by Hood River Capital Management. The investment funds CDP's West Texas hyperscaler campus with 750 MW Phase I (targeting first power 2027, 1 GW by 2029, expandable to 5+ GW), with additional projects in development across West Texas and West Virginia.

T Stamp disclosed a major strategic initiative: the Sovereign Technology Center (STC), a sovereign AI infrastructure business targeting EU and African markets. The company has already delivered first sovereign LLM generating $550k revenue in 2026 (93% gross margin). Management projects a $42.4M pipeline through end-2027 (conservatively discounted to $12.4M), alongside existing commitments: $2.8M from S&P 500 bank in 2026 and $3M in 2027; African telco engagement potentially $2M–$5M+ recurring; Nigeria government contracts discounted to $4.6M. Japanese market showing traction via SEIKO Systems deployment planned 2026. WoW stablecoin wallet remains held up by legislative uncertainty.

On July 17, 2026, Shore Bancshares Inc. (market cap ~$480M) received notice of delisting or failure to satisfy continued listing standards. The filing provides no specific details on the listing violation, remediation timeline, or financial consequences. This is a critical corporate governance event requiring immediate investor and regulatory attention.

Al Shams Investments Limited (largest shareholder, owning 6,513,000 shares or ~17% of company), controlled by Wafic Rida Said, issued a July 23, 2026 statement opposing Braemar's sale of three hotels that triggered a $480M termination fee allegedly owed to a company controlled by Chairman Monty Bennett. Al Shams alleges Bennett has enriched himself at shareholder expense while Braemar stock has declined from ~$20 (2013 spinoff) to ~$2. Al Shams is pursuing court-authorized subpoenas and depositions of former directors, and plans to file a proxy statement to solicit shareholder votes on Bennett's plan and the termination fees.

As of July 20, 2026, HeartSciences Inc. had 3.9M common shares outstanding, 380K Series C preferred shares (convertible to 295K common at $32.24/share, with $9.5M liquidation preference), and 426K Series D preferred shares (convertible 1:1, $3.50 liquidation preference). The company has issued 1.9M+ warrants at $5.00 exercise price (Series D offering), plus additional warrants from financing (Bridge, $1M/$1.5M lenders, Mount Sinai). The auditor's report flags substantial doubt about going concern due to recurring losses, negative cash flows, and limited capital. A definitive merger agreement with Fortitude Mining Holdings is pending shareholder approval.

Innovative Eyewear filed Form S-1 on July 23, 2026, to register 6,766,673 shares of common stock (par value $0.00001) for resale by selling stockholders upon exercise of outstanding warrants. The company engaged H.C. Wainwright Co. as underwriter (July 7, 2026 agreement) and sent inducement offer letters to selling stockholders (July 8, 2026). Legal counsel (Ellenoff Grossman Schole LLP) opined the shares will be validly issued, fully paid, and non-assessable upon warrant exercise.

Change Agents Corporation (market cap ~$5.5M) issued a warrant to Hudson Global Ventures, LLC on 22 July 2026 for 925,925 common shares at $0.01 exercise price, exercisable after shareholder approval for 5 years. Simultaneously, the Company entered an equity purchase agreement allowing Hudson to require the Company to sell up to $10,000,000 of common stock at $0.30 per share via 'puts,' with a 4.99% beneficial ownership cap. The warrant includes a buyout feature ($250,000 if shareholder approval not obtained by 75 days) and terminates if stock becomes a penny stock. Registration statement must be filed within 30 days and declared effective within 90 days.

Versus Systems completed a stock purchase agreement with ASPIS Cyber Technologies Inc. (ACT) generating $1.7M in cash proceeds (note 1). ACT simultaneously renewed and extended its Technology License and Software Development Agreement, recognizing $1.485M in revenue (note 2). Pro forma June 30, 2026 balance sheet shows total assets of $4.136M and stockholders' equity of $3.404M, a 184% increase in equity from March 31, 2026.

Honeywell Technologies completed the spin-off of Honeywell Aerospace (HONA) on June 29, 2026. Q2 2026 consolidated sales were $9.7B (up 4% organic); Honeywell Technologies standalone posted $5.2B sales (up 4% organic) with segment margin of 19.0%, up 100 bps. Adjusted EPS for Honeywell Technologies was $1.95 (up 10% YoY). Full-year 2026 guidance raised: organic growth 3–4%, adjusted EPS $8.05–$8.35 (up 25–29%), segment margin 20.1–20.5% (up 250–290 bps). Johnson Matthey Catalyst Technologies acquisition closed July 17, 2026; PSS and WWS divestitures expected early August.

Comcast reported Q2 2026 revenue of $29.9B (down 1.2% YoY) and Adjusted EBITDA of $8.9B (down 13.4% YoY). The company announced its intention to separate NBCUniversal and Sky into two independent publicly traded companies via tax-free spin-off. On a pro forma basis (excluding Versant and Germany Sky operations), revenue grew 4.7% and Adjusted EBITDA declined 5.3%. Key positives: Peacock achieved profitability for the first time with $189M EBITDA; wireless added 448K lines (best quarter); Business Services revenue grew 3.7% to $2.7B. Key negatives: residential broadband lost 167K customers; video lost 280K; adjusted EPS fell 16.7% to $1.04. Returned $2.1B to shareholders ($1.2B dividends, $900M buybacks); paused repurchase program to manage separation.

TOP Financial Group Ltd announced July 21, 2026 that all 428,862,444 outstanding Class A ordinary share warrants from a recent private placement were exercised in full on a cashless basis, resulting in issuance of 360,534,431 restricted Class A shares (subject to 6-month lock-up). The company received no cash proceeds. Post-exercise, TOP has 608,527,305 Class A and 10,000,000 Class B shares outstanding.

In July 2026, Bone Biologics completed a private placement generating $3.0M gross proceeds from a single institutional healthcare investor at Nasdaq-compliant pricing, plus Series F and G warrants representing up to $6.0M in potential additional proceeds if exercised. The financing extends operating runway through Q2 2027 and supports advancement of the NB1 first-in-human clinical study, manufacturing readiness, and IP protection. Additionally, the company extended rhNELL-1 shelf life to 29 months (from 24 months in December 2025), enhancing supply-chain flexibility.

iPower Inc. signed a non-binding letter of intent on July 23, 2026 with a prospective customer for an initial GPU equipment lease valued at approximately $6 million over 36 months, with potential expansion to approximately $60 million in aggregate contract value. Under the proposed structure, iPower would acquire and own the GPU systems and lease them to the customer. The LOI is non-binding; final commercial terms, financing, equipment sourcing, and definitive agreements remain subject to negotiation with no assurance the transaction will close or generate revenue.

SL Green raised full-year 2026 FFO guidance by $1.20/share at midpoint (from $4.40–$4.70 to $5.60–$5.90), reflecting $0.40/share higher NOI from core portfolio plus $0.80/share from One Vanderbilt Avenue development. Q2 reported net loss of $0.38/share but FFO of $1.43/share. Manhattan occupancy rose to 94.7% with 18% mark-to-market on replacement leases; same-store NOI grew 4.3% YoY. Company deployed $590.5M of its $1.3B debt fund and sold $312.2M sale of 10 East 53rd Street (expected Q3 2026 close, ~$100M net proceeds for debt repayment).

EVI Industries (via subsidiaries) is acquiring substantially all assets of JLOJB, Inc. (f/k/a Sudsies, Inc.), a Florida-based garment care and dry-cleaning business owned by the Jason Loeb Family Trust and Jorge Baboun Family Trust. The aggregate purchase price is $21.83M (paid to Garment Care Services FL, LLC for operating business) plus $770K (paid to GCS 12711 Plant FL, LLC for a facility/plant asset), totaling ~$22.6M. The sellers are two trusts (100% owners), individuals Jason Loeb and Jorge Baboun, and the company itself. Closings are contingent on simultaneous closing of four related asset purchase agreements. Key terms: $1.639M escrow (12 months) on main deal, $77K escrow on plant deal, 5-year non-compete and non-solicitation covenants, 18-month survival period for reps/warranties (indefinite for tax and environmental indemnities), $327.5K threshold and $6.549M cap on indemnification claims.

Community West Bancshares (market cap ~$337M) completed its merger with United Security Bancshares on April 1, 2026, becoming a $5B+ asset company. Q2 2026 net income fell to $2.7M ($0.10 EPS) from $7.8M YoY, primarily due to $7.7M merger expenses, $5.9M loss on securities sales, and $6.2M loan loss provision (reflecting larger peer group post-merger). On a pro-forma adjusted basis excluding one-time items, Q2 comparable net income was $12.3M ($0.45 EPS). Consideration paid: $184.7M ($184.6M in stock, $86K cash); $878.5M in acquired loans, $1.1B in acquired deposits. Total assets grew 36.4% to $5.0B; loans rose 38.9% to $3.5B; deposits rose 31.1% to $4.1B.

Comfort Systems USA reported Q2 2026 net income of $441.6M ($12.53/share) vs. $230.8M ($6.53/share) YoY; revenue rose to $3.27B from $2.17B (+50%); operating cash flow reached $1.14B vs. $252.5M prior year. Backlog grew to $14.06B (June 30, 2026) from $8.12B (June 30, 2025), a 73% increase on same-store basis. Board increased quarterly dividend by $0.10 to $0.90/share.

Q2 2026 net revenue reached $168.8M (up 55% YoY, 23% sequentially); infrastructure business grew 145% YoY driven by optical AI data center products. Non-GAAP operating margin improved to 22.3% from 7.2% YoY. Q3 2026 guidance: revenue $210–$220M, non-GAAP operating margin 20.3–23.1%. GAAP diluted EPS $0.02 (vs. $(0.31) YoY); non-GAAP $0.35 (vs. $0.02 YoY).

Eva Live Inc. issued a $2,160,000 secured convertible promissory note to Streeterville Capital, LLC (Utah LLC), dated July 23, 2026, with a 24-month maturity. The note carries 8% annual interest, $160,000 original issue discount, and converts to common shares at 87% of 10-day VWAP (floor price = 20% of NASDAQ closing price on purchase date). Lender has broad trigger-event and redemption rights; collateral includes all company assets. Company must reserve 3,000,000 common shares for conversion; lender may purchase an additional $1.25M note within 24 months.

Summit reported updated overall survival data from Phase III HARMONi trial showing consistent efficacy across Western and Asian patient populations (HR 0.76 for both subgroups, median follow-up 23.2 months Western, 32.7 months Asian). Akeso's HARMONi-6 study demonstrated ivonescimab plus chemotherapy achieved statistically significant OS benefit over tislelizumab plus chemotherapy in squamous NSCLC (HR 0.66, p=0.0017)—first head-to-head Phase III showing superiority over anti-PD-1 regimen in any tumor type. BLA for EGFRm NSCLC post-TKI setting accepted by FDA in January 2026 with PDUFA goal date November 14, 2026. Cash position: $690.7M (versus $713.4M December 31, 2025); company raised $230.8M via ATM in Q2 2026 plus additional $68.4M post-quarter.

Effective July 23, 2026, SPAR Group's common stock (ticker SGRP) transitioned from NASDAQ to OTCQB Venture Market. The company maintains SEC reporting status and operational continuity; no dollar amounts, share counts, or specific compliance failures are disclosed. CEO Linnane states the transition does not affect operations or customer/employee commitments.

On April 29, 2026, authID closed a $4.165M private placement of senior secured debentures (due Oct 2026, no interest) with warrants to purchase 4,065,000 shares at $1.50/share, plus 572,852 fee shares. This S-1/A registers 4,637,852 resale shares for investors. Company had $1.2M cash and $196.2M accumulated deficit as of March 31, 2026, with going-concern doubt; raised ~$3.5M net proceeds.

On July 21, 2026, Rhinebeck Bancorp completed its second-step conversion from mutual to stock form, issuing 8,880,210 shares at $10.00/share for $88.8M gross proceeds. The conversion triggered a 1.3978-for-1 share exchange for existing public shareholders, resulting in 15,638,237 total shares outstanding post-transaction. Q2 2026 net income was $2.6M ($0.24/share), down 4.0% YoY; H1 2026 net income was $4.8M ($0.45/share basic), down 3.6% YoY, primarily due to higher non-interest expenses despite modest NII growth.

Ocean Power Technologies acquired Columbia Power Technologies' subsea wave energy converter assets (SubWEC) on July 22, 2026 for 10,984,848 restricted OPT shares valued at $3.0M (30-day trailing VWAP), minus $100k cash reimbursement for seller expenses. The asset deal transfers IP, technical capabilities, and engineering portfolio; seller retains all pre-closing liabilities and background IP not used in SubWEC. Buyer assumes only purchased assets, covering subsea power technology, patents, software, and related intellectual property.

Auddia Inc. (as holder) has issued four senior unsecured bridge notes dated July 17, 2026 to entities controlled by Jeff Thramann: Thramann Holdings LLC ($360K max), LT350 LLC ($400K max), Influence Healthcare LLC ($590K max), and Voyex LLC ($50K max)—totaling $1.4M maximum principal. Notes bear 8% annual interest, mature on the second anniversary of merger termination or a Change of Control event, and are tied to Auddia's pending merger with Thramann Holdings. Notes to LT350, Influence Healthcare, and Voyex include conversion features at 80% discount to qualified financing pricing (thresholds: $3M, $2M, $1M respectively); on Change of Control, LT350, Influence Healthcare, and Voyex trigger 50% repayment premiums. All advances above $50K require Auddia audit committee approval.

On July 21, 2026, Fly-E Group (market cap ~$4.7M) received a Nasdaq delinquency notification for failing to timely file its Form 10-K for fiscal year ended March 31, 2026. The company filed the 10-K on July 23, 2026, two days after the notice. No immediate delisting; if compliance not regained by January 11, 2027, securities face delisting; Nasdaq may accept a compliance plan by September 21, 2026.

CVB Financial Corp. (market cap ~$2.6B) completed acquisition of Heritage Commerce Corp on April 17, 2026, adding $5.7B in assets ($3.1B net loans, $4.75B deposits assumed). Q2 2026 net income was $48.3M ($0.29 EPS) on $162.4M net interest income; net interest margin expanded 28 bps to 3.72%. Post-acquisition integration included $31.4M merger costs and $4.25M provision for unfunded commitments. Tangible equity declined from $11.42 to $11.07 per share as 40.6M shares were issued for Heritage consideration.

Prof. Amnon Shashua, Mobileye's founder and CEO since 1999, informed the board of his intention to step down as CEO upon appointment of a successor. The board will conduct a comprehensive CEO search process and has offered Shashua the role of Chairman once a new CEO is appointed. Shashua will remain a director and focus on long-term technology trends, including humanoid robotics.

West Pharmaceutical reported Q2 2026 net sales of $872.3M (+13.8% YoY, +12.7% organic), with diluted EPS of $2.15 (+18.1%) and adjusted EPS of $2.37 (+28.8%). The company raised full-year 2026 net sales guidance to $3.345B–$3.380B (from $3.295B–$3.350B) and adjusted EPS guidance to $8.85–$9.05 (from $8.40–$8.75). Growth driven by High-Value Product Components (49% of sales, +18.4% organic), HVP Delivery Devices (+29.2% organic), and strong Biologics momentum (+29.2% organic). Share repurchases totaled $454.3M for 1.8M shares at $258.03/share in H1 2026.

Vita Coco reported Q2 2026 net sales of $216M (+28% YoY), net income of $49M (+117% YoY), and Adjusted EBITDA of $67M (+131% YoY). The company raised full-year 2026 net sales guidance to $790–805M (from $720–735M) and Adjusted EBITDA to $154–161M (from $132–138M). On July 22, 2026, Vita Coco acquired Copra, Inc., a Thai premium coconut water producer, with the acquisition's financial impact included in revised FY2026 guidance. Tariff refunds contributed 700 basis points to Q2 gross margin (49% vs. 36% prior year).

Albertsons reported Q1 FY26 (16 weeks ended June 20, 2026) identical sales down 0.8%, net income $84.7M ($0.17/share), adjusted net income $210.3M ($0.42/share), and adjusted EBITDA $1,013.2M. The company cut FY26 guidance: identical sales now (1.5)% to (0.5)% vs prior 0.0% to 1.0%; adjusted EBITDA $3.55–3.625B vs prior $3.85–3.925B; adjusted EPS $1.75–1.85 vs prior $2.22–2.32. Management announced ACI Edge restructuring: consolidating 11 divisions into 4 regions and centralizing center-store merchandising. Board raised dividend 13% to $0.17/share and increased share repurchase authorization to $2.0B; company repurchased 13.4M shares for $226.5M in Q1.

IMAX reported Q2 2026 revenue of $102.8M (+12% YoY), net income of $15.9M (+30% YoY), and diluted EPS of $0.27 (+35% YoY). Christopher Nolan's 'The Odyssey'—shot entirely on IMAX film—generated a record $52M opening weekend representing 20% of global box office. The company installed 38 systems in Q2 (highest in a decade), expanded its network to 1,809 commercial systems (+3% YoY), and ended with a backlog of 421 systems. Operating cash flow improved 19% to $36M YTD. Liquidity stood at $551M; total debt was $292M. The company repurchased 404,866 shares at $33.91 average for $13.7M.

LightPath Technologies agreed to sell its wholly-owned subsidiary LightPath (Zhenjiang) Optical Instrumentation Co., Ltd. to Hengtu Optical Technology (Nanjing) Co., Ltd., led by incumbent management including Leo Zheng, for $4.5M in principal payments over 5 years (minimum $500K annually; 4% annual financing interest; 7% penalty on late payments). The purchaser will continue supplying LightPath as a third-party vendor. China operations generated ~$4.5M annual revenue from third-party customers (FY2025-2026 average), which will no longer be consolidated post-closing. Seller retains equity pledge security and post-closing governance/observer rights through the restricted period.

PetMed Express entered into a definitive sale-leaseback agreement to sell its Delray Beach, FL headquarters and distribution center (410 & 420 S. Congress Ave) to Redfearn Capital Acquisitions, LLC for $37 million. The company will lease back 100,519 sq ft at $15.25/sq ft base rent (3.5% annual increases) for 10 years plus three 5-year renewal options. Transaction subject to due diligence and lease negotiation; closing expected within 120 days.

Burke & Herbert completed acquisition of LINKBANCORP on May 1, 2026, for $329.7M in total consideration, creating an $11.0B-asset bank with 100+ branches across six states. Q2 2026 reported net income of $9.3M ($0.50 diluted EPS); adjusted operating net income $37.5M ($2.03 EPS). Goodwill recognized at $82.1M (vs. $105.6M modeled). Integration substantially complete by end of June; $31M annualized cost savings identified. Board declared $0.55/share dividend.

10% owner Aqua Capital, Ltd. (ENR) bought 120K shares (~$2.4M) on the open market (1.5% of holdings). Open-market insider purchase — historically a bullish signal.

Isabella Bank Corporation (market cap ~$217.7M) reported Q2 2026 net income of $5.0M ($0.69/share) versus $5.0M ($0.68/share) in Q2 2025. Key developments: (1) Merger agreement signed to acquire Grand River Commerce, Inc. and Grand River Bank, enabling entry into Grand Rapids market; (2) Successful at-the-market stock offering raised $11.7M in equity via issuance of 303,371 shares; (3) Net interest margin improved to 3.54% from 3.14% YoY; (4) Loans grew $53.3M (3.5%) to $1.6B; (5) Added to Russell 2000 Index in June. Nonaccrual loans rose to $7.8M from $4.6M at year-end 2025. Merger-related expenses of $505K incurred in Q2.

Liberty Advanced Equipment Technologies LLC (Liberty Energy subsidiary) entered into two supply contracts with Bergen Engines AS (Norway) for B36:45V20AG engines and balance-of-plant equipment, with total contract price of $281,125,000. Payment is structured in milestones tied to signing (initial %), dispatch readiness (5 batches), delivery, and take-over of equipment. Parent company guarantee from Liberty Energy Inc. required for final portion of contract price. Contracts include performance guarantees, liquidated damages for delay/non-performance, and termination provisions.

Intelligent Bio Solutions announced July 23, 2026 that it has resolved all cybersecurity and software review items for its FDA 510(k) submission planned for H2 2026. The company completed independent penetration testing with no major vulnerabilities found; remediated 100% of medium-risk vulnerabilities (reducing low-risk ones from 11 to 2) and resolved all 19 software bill of materials vulnerabilities. The filing targets codeine detection initially and references a manufacturing partnership with Syrma Johari MedTech expected to deliver >40% annual production cost savings and ~20 percentage point gross margin improvement.

An undisclosed reporting person purchased 131,069 shares of SenesTech common stock between June 4 and July 20, 2026, at prices ranging from $1.4734 to $1.6591 per share, totaling approximately $195,000 in aggregate value. All transactions were executed in the open market through brokers. The filing does not identify the specific insider or their current shareholding percentage.