Barnes & Noble Education, Inc. — Form SCHEDULE 13D/A
Filed July 8, 2026 · analyzed by the Ownership Agent
SCHEDULE 13D/A
— Neutral
significance 28/100
What the filing says
TORO 18 Holdings LLC (led by Eric Singer/Immersion Corp), along with William C. Martin and Emily S. Hoffman, sold March 2027 put options on Barnes & Noble Education stock on July 6-7, 2026: 500,000 shares at $10.00 strike for $750K, 1,200,000 shares at $11.50 strike for $2.26M (weighted avg $1.8833), and 200,000 shares at $10.00 strike for $300K. Total notional exposure: ~1.9M shares underlying these options. The filing establishes joint reporting by the named parties.
Why this rating
Options sale is routine derivative activity by known activist holder; ~$1.9M premium is 2% of $85M market cap—small relative to company size.
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