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 reported a higher net loss but a much stronger cash position in the first quarter of 2026 as it ramped up fuel development. The company posted a net loss of $6,344,839, compared to $4,771,012 a year earlier, with no revenue in either period.
Total operating expenses rose as general and administrative costs increased to $4,334,520 and research and development spending doubled to $3,347,627, reflecting more staff, stock-based awards, and high-performance computing investments. Interest income grew to $1,337,308 on larger cash balances.
Lightbridge ended March 31, 2026 with cash and cash equivalents of $215,671,445 and working capital of about $215.8 million, up from $201.7 million at year-end 2025, mainly due to $18,587,048 in net cash from equity financing. Management highlighted expanded patent protection, new testing agreements, and growing in-house engineering teams as it advances its Lightbridge Fuel program.
LIGHTBRIDGE Corp CFO Larry Goldman reported a routine tax-related share disposition. On the vesting of performance-based restricted stock awards, 9,013 shares of common stock were withheld to cover taxes at an indicated value of $11.09 per share, and no shares were sold in the market. After this withholding, Goldman directly holds 319,827 shares of common stock. He also holds a fully vested employee stock option for 4,469 shares of common stock at an exercise price of $18.48 per share, expiring on November 9, 2026.
LIGHTBRIDGE Corp executive reports routine tax withholding on vested stock awards. EVP, Nuclear Operations Andrey Mushakov had 8,597 shares of common stock withheld at $11.09 per share on April 3, 2026 to cover taxes from vesting performance-based restricted stock awards. The footnote states that no shares were sold.
After this transaction, he directly holds 380,485 common shares. He also holds a fully vested employee stock option covering 11,351 shares of common stock at an exercise price of $18.48 per share, expiring on November 9, 2026.
Lightbridge Corp President and CEO Seth Grae reported a tax-related share disposition tied to equity compensation. On April 3, 2026, 13,256 shares of Common Stock were withheld at $11.0900 per share to cover taxes upon the vesting of performance-based restricted stock awards. The footnotes state that no shares were sold in the market. After this withholding, Grae directly owned 778,014 Common shares and held fully vested employee stock options covering 7,937 shares at $12.6000 per share expiring on October 26, 2027, and 18,199 shares at $18.4800 per share expiring on November 9, 2026.
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.