Cibus, Inc.'s SEC filings document an agricultural biotechnology company that uses proprietary gene-editing technologies to develop plant traits for licensing to seed companies. The filings describe its royalty-oriented model, productivity traits for major agricultural food crops, and trait categories tied to weeds, pests, diseases, sustainability and yield challenges.
The company's regulatory record includes 8-K material-event reports, financial-results exhibits, proxy materials, governance disclosures and capital-structure information for its Class A common stock. These filings also cover board appointments, compensatory arrangements, shareholder voting matters, material agreements, registered securities and business disclosures related to the development and commercialization of gene-edited crop traits.
Cibus, Inc. filed a shelf registration to offer up to $200,000,000 of securities and a prospectus supplement establishing an at-the-market program to sell up to $50,000,000 of Class A common stock through Jefferies.
The supplement notes 10,738,040 shares of Class A Common Stock from a prior registration were included as Unsold Securities pursuant to Rule 415(a)(6). The prospectus discloses 76,331,634 shares of Class A Common Stock outstanding as of May 8, 2026, cash of $30.3 million as of March 31, 2026, and management’s statement that additional financing will be needed to address going-concern risk.
Cibus, Inc. reported first-quarter 2026 revenue of $1.7 million, up from $1.0 million a year earlier, mainly from collaboration work in sustainable ingredients. Net loss narrowed to $21.2 million from $49.4 million, helped by lower research, selling, and litigation costs and no goodwill impairment this year.
Cash and cash equivalents rose to $30.3 million as of March 31, 2026, after two equity offerings that brought in about $33.4 million of net proceeds. The company used $11.5 million of cash in operating activities in the quarter and targets annual net cash usage of about $30 million or less in 2026.
Management discloses substantial doubt about Cibus’ ability to continue as a going concern over the next year without new capital. A large related-party Royalty Liability of $244.0 million, carrying a 16.5% effective yield and generating $9.1 million of quarterly interest expense, continues to weigh on results as the company remains pre-royalty and pre-profit.
Cibus, Inc. reported first quarter 2026 results showing higher revenue and a significantly smaller loss while advancing key agricultural trait programs. Revenue for the quarter ended March 31, 2026 was $1.7 million, up from $1.0 million a year earlier, reflecting progress across programs.
Research and development expense fell to $8.7 million and SG&A to $5.1 million, helped by cost reduction initiatives and the absence of a $21.0 million goodwill impairment recorded in the prior-year quarter. Net loss narrowed to $21.2 million from $49.4 million, and net loss per share improved to $0.33 from $1.34.
Cash and cash equivalents rose to $30.3 million as of March 31, 2026, supported by two equity offerings raising $22.3 million and approximately $15.0 million in gross proceeds. The company expects existing cash to fund planned operations into late in the first quarter of 2027 while it moves its Rice herbicide tolerance and Sustainable Ingredients programs toward commercialization.
FMR LLC reports beneficial ownership of 11,425,929 shares of Cibus Inc. Class A common stock, representing 15.0% of the class as of 03/31/2026. The filing states that Fidelity Growth Company Commingled Pool holds 5,022,986 shares, or 6.6% as of 03/31/2026.
The schedule discloses sole dispositive power and sole voting power amounts for FMR LLC and notes authorization by Richard Bourgelas under a power of attorney on behalf of FMR LLC and Abigail P. Johnson.
Cibus, Inc. CFO Carlo Broos reported new equity compensation awards. He received 57,000 shares of Class A Common Stock at no purchase price and now holds 154,275 shares directly after this grant. He was also granted stock options for 114,000 shares of Class A Common Stock at an exercise price of $1.50 per share, expiring on April 24, 2036.
The options begin vesting on a monthly schedule, with 1/48th of the total options vesting on the 24th of each month until the fourth anniversary of the grant date. These are compensation-related acquisitions rather than open‑market purchases or sales.
Cibus, Inc. director Urban Thomas received a grant of stock options as part of his compensation. On April 24, 2026, he was awarded options to acquire 9,094 shares of Class A common stock at an exercise price of $1.50 per share. The footnote states these options vest 100% on the grant date, so they are fully vested immediately. Following this grant, Thomas holds 9,094 stock options directly. This is a compensation-related award, not an open-market purchase or sale of Cibus shares.
Cibus, Inc. reported that Sr VP, Research Noel Sauer received an equity compensation grant. Sauer acquired 38,000 shares of Class A Common Stock at $0.00 per share as an award, bringing direct holdings to 139,879 shares.
Sauer was also granted a stock option for 76,000 shares of Class A Common Stock at an exercise price of $1.50 per share, expiring on April 24, 2036. According to the footnote, 1/48th of the total options vest monthly on the 24th of each month until the fourth anniversary of the grant date.
Cibus, Inc. granted Chief Administrative Officer, General Counsel and Corporate Secretary Jason Stokes 57,000 shares of Class A Common Stock as an equity award. He now directly holds 167,865 shares after this grant.
The company also awarded him a stock option for 114,000 shares of Class A Common Stock at an exercise price of $1.50 per share. According to the vesting terms, 1/48 of the options vest monthly on the 24th until the fourth anniversary of the grant date, and the options expire on April 24, 2036. These are compensation-related awards, not open-market purchases or sales.
Cibus, Inc. reported that its CFO, Carlo Broos, received equity-based compensation. He was granted 57,000 shares of Class A Common Stock at no cost, bringing his direct holdings to 154,275 shares.
He was also granted 114,000 stock options to buy Class A Common Stock at an exercise price of $1.50 per share, exercisable starting on April 24, 2027 and expiring on April 24, 2036.
Gocal Gregory Francis William reported acquisition or exercise transactions in this Form 4 filing.
Cibus, Inc. reported that Chief Scientific Officer & EVP Gregory Francis William Gocal received equity awards on April 24, 2026. He was granted 57,000 shares of Class A common stock and 114,000 stock options to buy Class A common at $1.50 per share.
Following the grant, he directly holds 422,890 common shares and 114,000 options. According to the vesting terms, 1/48th of the options vest monthly on the 24th of each month until the fourth anniversary of the grant date.