Welcome to our dedicated page for Lightbridge SEC filings (Ticker: LTBR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Lightbridge Corporation (NASDAQ: LTBR) SEC filings page provides access to the company’s official reports and disclosures filed with the U.S. Securities and Exchange Commission. As an advanced nuclear fuel technology developer, Lightbridge uses these filings to report on its financial condition, capital-raising activities, governance matters, and progress on operational objectives tied to its Lightbridge Fuel™ program.
Investors can review current reports on Form 8-K in which Lightbridge furnishes press releases about quarterly results, business updates, and other material events. Recent 8-K filings described financial results for specific quarters, including information on research and development and general and administrative expenses, interest income, net losses, and changes in working capital and cash balances. Other 8-Ks detail items such as the establishment of an at-the-market equity offering program under a shelf registration statement on Form S-3 and the filing of a prospectus supplement for the offer and sale of common stock.
Filings also outline equity compensation and governance arrangements. For example, a Form 8-K describes grants of restricted shares under the company’s omnibus incentive plan, including service-based and performance-based vesting tied to manufacturing milestones, goals related to the design and construction of a new fuel facility, commercial objectives, and funding goals. These documents provide insight into how Lightbridge aligns management incentives with its fuel development and commercialization roadmap.
Through its periodic reports and related exhibits, Lightbridge discloses details on its capital structure, including common stock outstanding, additional paid-in capital, accumulated deficit, and the absence of preferred stock. Balance sheet and cash flow information show the company’s emphasis on funding research at Idaho National Laboratory and other project costs. On this page, AI-powered tools can help summarize lengthy filings, highlight key sections on liquidity, R&D spending, and equity offerings, and surface information on executive compensation and other governance topics, allowing users to quickly understand the implications of each LTBR filing.
Lightbridge Corporation is asking stockholders to approve three items at its 2026 annual meeting. The virtual-only meeting will be held on May 14, 2026 at 11 a.m. Eastern Time for holders of 34,651,579 common shares outstanding as of March 18, 2026.
Stockholders will vote on electing six directors, approving executive compensation on an advisory basis, and ratifying BDO USA, P.C. as independent auditor for 2026. The board highlights fully independent key committees, a Nasdaq-compliant clawback policy, and an insider trading policy that bans hedging, pledging, and short sales.
Executive pay is built around a pay-for-performance design, with significant equity-based, at-risk compensation and an annual short-term incentive targeted at 50% of base salary for named executives. The 2025 say-on-pay vote received 86.4% support, and the compensation committee reports ongoing engagement with major stockholders.
Lightbridge Corp received an amended Schedule 13G/A from The Vanguard Group reporting zero beneficial ownership of Common Stock following an internal realignment. The filing explains that, after a January 12, 2026 internal realignment, certain Vanguard subsidiaries will report separately. The amendment was signed on 03/27/2026.
Lightbridge Corporation filed a Post-Effective Amendment converting its shelf registration to a non-automatic Form S-3 that registers up to $350,000,000 of securities, including an at-the-market program for up to $150,000,000 of common stock under a Sales Agreement with Jefferies LLC.
The at-the-market prospectus supplement states $19,143,332 of common stock has been issued and sold under the Sales Agreement as of the date of this prospectus. Shares outstanding were 34,152,062 as of February 20, 2026. The registration includes common stock, preferred stock (including depositary shares), debt securities, warrants, purchase contracts and units.
Lightbridge Corporation is a pre-revenue nuclear technology company developing Lightbridge Fuel™, an advanced metallic fuel for water‑cooled reactors that aims to boost output by up to 30% in new reactors and about 17% in existing pressurized water reactors while improving safety and proliferation resistance.
The company targets lead test rods and assemblies in commercial reactors in the early‑ to mid‑2030s and initial reload batch orders in the late 2030s, supported by long‑dated R&D partnerships with Idaho National Laboratory and membership in the DOE HALEU Consortium. Lightbridge held about $201.9 million in cash and cash equivalents as of December 31, 2025, after raising roughly $182.0 million via at‑the‑market equity programs during 2025, but expects substantial additional capital needs to fund an estimated $19.5 million of INL project obligations and broader development, fabrication, and licensing efforts.
Lightbridge Corporation files a post-effective amendment registering $350,000,000 of securities under a shelf registration, with an accompanying $150,000,000 “at the market” common stock prospectus supplement included in that shelf.
The amendment states the change was filed because the company expects it will no longer be a "well-known seasoned issuer" when it files its Form 10-K for the fiscal year ended December 31, 2025. The Sales Agreement with Jefferies LLC dated June 5, 2025 covers the at-the-market program; the filing discloses $19,143,332 of common stock has been issued and sold under that agreement as of the date of this prospectus. Shares outstanding were 34,152,062 as of February 20, 2026.
Lightbridge Corporation reported fiscal 2025 results showing a larger net loss as it accelerated investment in its advanced nuclear fuel program while significantly strengthening its balance sheet. The company generated no revenue and recorded a net loss of $19.6 million, compared with $11.8 million in 2024.
General and administrative expenses rose to $14.0 million and research and development spending doubled to $9.2 million, reflecting higher stock-based compensation, employee costs, project labor at Idaho National Laboratory, and IT for fuel modeling. These investments expanded the company’s fuel development activities.
Lightbridge ended 2025 with cash and cash equivalents of $201.9 million, up sharply from $40.0 million a year earlier, after raising $176.2 million from equity financing and option exercises. Working capital reached about $201.7 million, total assets were $203.8 million, and liabilities were only $0.8 million, giving the company substantial financial resources to continue its development efforts.
State Street Corporation has filed a Schedule 13G reporting a passive ownership stake in Lightbridge Corp. The firm reports beneficial ownership of 1,847,661 shares of Lightbridge common stock, representing 5.7% of the outstanding class.
State Street reports no sole voting or dispositive power, with 1,817,181 shares subject to shared voting power and 1,847,661 shares subject to shared dispositive power. The filing states the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Lightbridge.
Lightbridge Corporation executive Andrey Mushakov, EVP of Nuclear Operations, reported planned sales of company stock. On January 29, 2026, he sold an aggregate of 30,289 shares of Lightbridge common stock under a Rule 10b5-1 trading plan adopted on September 30, 2025.
The sales occurred in three transactions at weighted average prices of $17.475 for 2,533 shares, $16.544 for 24,929 shares, and $16.033 for 2,827 shares, leaving him with 389,082 shares of common stock held directly. He also holds a fully vested employee stock option for 11,351 shares at an exercise price of $18.48, expiring on November 9, 2026.