Cibus, Inc. (CBUS)

Insider Trading Filed: 2026-04-28

Key Insights

Director Urban Thomas received 9,094 stock options with a $1.50 exercise price, vesting immediately (100% on grant date), representing a significant equity grant that aligns insider interests with shareholder value.
The transaction was executed on 04/24/2026 and filed on 04/28/2026, meeting standard SEC filing timelines with no apparent delays or irregularities.
This option grant to a director suggests the company is actively compensating leadership through equity incentives, though the relatively modest grant size indicates this may be a routine annual or periodic equity award rather than a major retention package.

Insider Trading Filed: 2026-04-28

Key Insights

Sr VP of Research Noel Sauer acquired 38,000 shares of Class A Common Stock at $0 price on 04/24/2026, indicating these were likely granted as compensation rather than purchased on the open market.
Sauer received 76,000 stock options with a $1.50 exercise price vesting monthly over 4 years (1/48th per month), suggesting a standard equity compensation package for a senior research executive.
Following the transaction, Sauer beneficially owns 139,879 shares of Class A Common Stock directly, demonstrating meaningful personal investment alignment with company performance.
The options grant at $1.50 per share implies the stock was trading near or below that price level in late April 2026, which could indicate either a depressed valuation or a reasonable entry point for long-term compensation.

Insider Trading Filed: 2026-04-28

Key Insights

Jason Stokes, Chief Administrative Officer, General Counsel & Corporate Secretary, acquired 57,000 shares of Class A Common Stock at $0 price on 04/24/2026, indicating a non-cash equity compensation grant rather than open market purchase.
Stokes received 114,000 stock options with a $1.50 exercise price vesting monthly over 4 years (1/48th monthly), representing significant equity incentive compensation typical of executive retention strategies.
Total beneficial ownership increased to 167,865 shares following the transaction, demonstrating management's continued stake alignment with shareholders at this executive level.
The zero-price stock acquisition combined with low-priced options suggests potential equity issuance as part of compensation package, which could be dilutive to existing shareholders depending on authorization limits.

Insider Trading Filed: 2026-04-28

Key Insights

CFO Carlo Broos acquired 57,000 shares of Class A Common Stock at $0 price on 04/24/2026, indicating a grant or equity compensation event rather than open market purchase.
Broos received 114,000 stock options with a $1.50 exercise price vesting over a 10-year period (04/24/2026 to 04/24/2036), representing significant long-term equity incentive alignment with company performance.
Post-transaction beneficial ownership shows Broos holds 154,275 Class A shares directly, suggesting meaningful insider stake in the company and confidence in CBUS's future direction.
The use of an attorney-in-fact (Jason Stokes) to execute the filing is standard administrative procedure and does not indicate any unusual circumstances or concerns.

Insider Trading Filed: 2026-04-28

Key Insights

Chief Scientific Officer Gregory Francis William Gocal acquired 57,000 shares of Class A Common Stock at $0 price on 04/24/2026, indicating a stock grant or equity compensation award rather than open market purchase.
Gocal received 114,000 stock options with a $1.50 exercise price vesting monthly over 4 years, demonstrating management confidence in the company's future valuation and aligning executive incentives with long-term shareholder value.
Total beneficial ownership increased to 422,890 shares following the transaction, showing substantial insider holdings by a key executive, though the $0 acquisition price suggests compensation-based rather than conviction-based buying.

Insider Trading Filed: 2026-04-28

Key Insights

Interim CEO Peter Beetham acquired 195,000 shares of Class A Common Stock at $0 price on 04/24/2026, indicating either a grant as part of compensation or equity restructuring rather than market purchase.
Beetham received 390,000 stock options with a $1.50 exercise price vesting over 4 years (1/48th monthly), representing significant incentive alignment with 48-month vesting schedule typical for executive retention.
Following these transactions, Beetham's total beneficial ownership increased to 686,825 shares, demonstrating substantial personal stake in company performance as Interim CEO.
The use of an attorney-in-fact (Jason Stokes) to sign the Form 4 and the interim nature of the CEO title suggest potential transition period or governance considerations at the company.

Current Report Filed: 2026-04-10

Key Insights

Cibus, Inc. has appointed Thomas Urban, an experienced agricultural industry executive, to its Board of Directors. This brings valuable expertise and industry connections to the company.
The compensation package for the new director includes a cash retainer and equity grants, aligning his interests with those of shareholders.
There appear to be no concerning related-party transactions or other conflicts of interest associated with the new director appointment.

Insider Trading Filed: 2026-04-01

Key Insights

The reporting person, Gregory Francis William Gocal, is the Chief Scientific Officer and Executive Vice President of Cibus, Inc., indicating their key role within the company.
Gocal disposed of 8,954 shares of Class A Common Stock at a weighted average price of $1.82 per share, suggesting they may be reducing their stake in the company.
The transaction was reported in a timely manner through the filing of a Form 4 with the SEC, indicating transparency around insider trading activities.

Insider Trading Filed: 2026-04-01

Key Insights

Noel Sauer, the Sr VP of Research at Cibus, Inc. (CBUS), sold 1,763 shares of the company's Class A common stock on March 30, 2026 at an average price of $1.84 per share.
Sauer's holdings of Cibus, Inc. common stock decreased from 103,642 shares to 101,879 shares following this transaction.
The sale appears to be a routine transaction and not indicative of any significant change in Sauer's outlook on the company.

Insider Trading Filed: 2026-04-01

Key Insights

The reporting person, Jason Stokes, is the Chief Legal Officer, General Counsel, and Secretary of Cibus, Inc. (CBUS), and this Form 4 filing discloses his sale of 3,695 shares of Class A common stock at a weighted average price of $1.83 per share.
The sale represents a relatively small portion (3.3%) of Stokes' total beneficial ownership of 110,865 shares of Class A common stock, suggesting this may be a routine transaction rather than a significant change in his position.
The timing of the sale, on March 30, 2026, does not appear to be related to any major corporate events or announcements, based on the information provided in the filing.

Insider Trading Filed: 2026-04-01

Key Insights

Insider Carlo Broos, the CFO, sold 3,676 Class A common shares of Cibus, Inc. at an average price of $1.87 per share, reducing his direct beneficial ownership to 97,275 shares.
The sale of shares by the CFO could potentially signal their outlook on the company's short-term performance or a need for personal liquidity, which may be concerning to investors.
Investors should monitor any future insider trading activity and evaluate the company's financial health and growth prospects to determine the significance of this transaction.

Insider Trading Filed: 2026-04-01

Key Insights

Insider Peter Beetham has disposed of 16,112 shares of Cibus, Inc. (CBUS) common stock at a weighted average price of $1.85 per share.
Beetham's remaining direct beneficial ownership is 491,825 shares, indicating continued significant investment in the company.
The transaction was made pursuant to a pre-planned 10b5-1 trading plan, which suggests the sale was not driven by near-term concerns.

Current Report Filed: 2026-03-27

Key Insights

Cibus, Inc. announced a $13.5 million public offering of its Class A common stock, with an additional $2.5 million option for the underwriter.
The offering is expected to close on March 27, 2026, subject to customary closing conditions.
The company plans to use the net proceeds from the offering for general corporate purposes, including funding future growth initiatives.

Insider Trading Filed: 2026-03-18

Key Insights

Carlo Broos, the CFO of Cibus, Inc., has disposed of 1,496 Class A common shares on November 11, 2025 at a price of $1.32 per share.
Broos now holds 100,951 Class A common shares directly, which is a decrease from his previous beneficial ownership.
The filing does not indicate any other transactions, such as acquisitions or option exercises, by Broos during the reported period.

Insider Trading Filed: 2026-03-18

Key Insights

Noel Sauer, the Sr VP of Research at Cibus, Inc., sold 4 shares of Class A common stock at $1.485 per share on 06/13/2025 and subsequently sold an additional 1,834 shares through a stock withholding transaction on 11/11/2025.
Sauer's net holdings decreased from 105,476 shares to 103,642 shares following these transactions, indicating a modest reduction in his direct ownership position.
The timing and relatively small size of the transactions suggest these were routine portfolio management activities and not indicative of any significant change in Sauer's confidence or outlook on the company.

Insider Trading Filed: 2026-03-18

Key Insights

Insider Jason Stokes has disposed of a significant number of shares of Cibus, Inc. (CBUS) over the past year, reducing his direct beneficial ownership from 122,874 shares to 114,560 shares.
The transactions appear to be regular, non-discretionary sales, with Stokes disposing of shares on three occasions to cover tax obligations associated with equity compensation.
The reductions in Stokes' ownership, while notable, do not suggest a broader sell-off by insiders and may be part of a planned strategy to manage his personal portfolio.

Annual Report Filed: 2026-03-17

Key Insights

Cibus, Inc. (CBUS) filed its 2025 fiscal year 10-K report, highlighting a strategic realignment initiated in March 2026 that includes employee severance and accrued vacation costs.
The company reported growing revenue concentration from its top two customers, with Customer A and Customer B accounting for a significant portion of total revenue in 2025 and 2024.
Cibus issued new common stock and warrants through registered direct offerings in 2024 and 2025, which impacted its capital structure and equity accounts.

Current Report Filed: 2026-03-17

Key Insights

Cibus, Inc. reported its Q4 2025 and full year 2025 financial results, providing an update on the company's business operations.
The company's financial performance and business update suggest continued growth and progress, which could be positive for investors.
However, the filing does not provide detailed financial information or guidance, so further analysis of the full financial statements and management's commentary would be needed to fully assess the company's performance and outlook.

Current Report Filed: 2026-01-30

Key Insights

Cibus is raising approximately $17.8 million in an underwritten public offering, with an option to raise up to $20.5 million if the over-allotment option is exercised. This funding will likely support the company's ongoing operations and growth initiatives.
Members of Cibus' board of directors are personally investing $1.5 million in the offering, indicating their confidence in the company's prospects.
The offering is being made pursuant to Cibus' existing shelf registration statement, providing flexibility for future capital raises if needed.

Current Report Filed: 2026-01-28

Key Insights

Cibus is focusing its business on developing herbicide tolerance traits for rice, which it believes can generate over $200 million in annual royalties upon full commercialization across key global markets.
Cibus is streamlining its operations to reduce annual net cash usage to $30 million or less in 2026, which could improve the company's financial stability.
Cibus is continuing to advance its sustainable ingredients programs, including a biofragrance products program with estimated annual revenue potential of $20-40 million over the long term.

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Important Information