Beeline Holdings Welcomes Barry Levenson as Executive Strategic Advisor

Rhea-AI Summary

Beeline Holdings (NASDAQ: BLNE) appointed mortgage veteran Barry Levenson as Executive Strategic Advisor on Feb 19, 2026.

Levenson will advise on capital strategy, loan economics, product positioning and funding efficiency as Beeline pursues a $100 million revenue run rate within 24 months and increased marketing to support origination growth.

News Market Reaction

-0.35%

1 alert

-0.35% News Effect

On the day this news was published, BLNE declined 0.35%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Current price: $2.84 52-week high: $8.40 52-week low: $0.6202 +5 more

8 metrics

Current price $2.84 Pre-news trading level for BLNE

52-week high $8.40 Upper end of BLNE’s 52-week range

52-week low $0.6202 Lower end of BLNE’s 52-week range

200-day moving average $2.15 Long-term trend indicator from technical context

Revenue run-rate target $100 million Company objective within 24 months

Sansar Capital ownership 1,889,010 shares (6.81%) Schedule 13G filed Feb 18, 2026

Investment Company, Inc. ownership 1,875,000 shares (6.6%) Schedule 13G filed Feb 13, 2026

Remaining Series A convertible 1,264,315 common shares Convertible from 4,425,102 Series A shares per Jan 30, 2026 8-K

Market Reality Check

Price: $2.87 Vol: Volume 316,057 is at 0.32...

low vol

$2.87 Last Close

Volume Volume 316,057 is at 0.32x the 20-day average, indicating subdued trading interest pre-announcement. low

Technical Shares trade above the 200-day MA, at $2.84 versus the $2.15 long-term average.

Peers on Argus

Momentum scanner shows 3 peers with mixed moves (1 up, 2 down), including a gain...

1 Up 2 Down

Momentum scanner shows 3 peers with mixed moves (1 up, 2 down), including a gain of 4.23% and declines of 2.50% and 5.49%, suggesting broader but uneven sector dynamics around this news.

Historical Context

5 past events · Latest: Jan 29 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 29	Earnings call notice	Neutral	-0.3%	Announcement of stakeholder update call on Q4 2025 financial results.
Jan 15	Shareholder letter	Positive	+17.9%	CEO outlined >100% 2025 revenue growth and technology-driven expansion plans.
Jan 13	Macro policy response	Positive	+2.7%	Company highlighted benefits from $200B agency MBS purchase and growth ambitions.
Nov 17	Fundraising clarification	Neutral	-2.9%	Details on $7.4M registered direct and path to cash-flow-positive operations.
Nov 11	Cash flow milestone	Positive	-16.1%	Lending entity turned cash-flow positive and priced $7.4M registered direct.

Pattern Detected

Positive strategic and macro-related updates have produced mixed reactions, with some strong rallies but also notable selloffs around capital and cash-flow news.

Recent Company History

Over the past several months, Beeline highlighted rapid growth and balance-sheet cleanup, including revenue growth of more than 100% versus 2024, a debt-free balance sheet, and cash-flow-positive performance at its lending entity. The company raised $7.4M via a registered direct offering and outlined a goal of reaching cash-flow positivity by Q1 2026. The new advisor appointment and reiterated $100M revenue run-rate target fit into this ongoing scale-up and capital-discipline narrative.

Market Pulse Summary

This announcement highlights Beeline’s effort to strengthen its capital strategy and funding efficie...

Analysis

This announcement highlights Beeline’s effort to strengthen its capital strategy and funding efficiency by bringing in a seasoned mortgage advisor while reiterating a $100M revenue run-rate target within 24 months. Recent filings show meaningful institutional ownership via 13G disclosures and ongoing work to clean up preferred stock. Investors may watch origination growth, loan economics, and progress on converting or redeeming the remaining 1,264,315 potential common shares.

Key Terms

registered direct offering, schedule 13g, regulation fd, restricted stock units (rsus), +1 more

5 terms

registered direct offering financial

"closed a $7.4M registered direct offering with three funds taking long positions"

A registered direct offering is a way for a company to sell new shares of its stock directly to select investors with regulatory approval. This method allows the company to raise funds quickly and efficiently without needing a public auction, similar to offering exclusive access to a limited number of buyers. For investors, it often provides an opportunity to purchase shares at a favorable price, while giving the company immediate access to capital.

schedule 13g regulatory

"[SCHEDULE 13G] Beeline Holdings, Inc. Passive Investment Disclosure (>5%)"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

regulation fd regulatory

"filed a Form 8-K to furnish information under Regulation FD"

Regulation FD is a rule that prevents company insiders, like executives, from sharing important information with some people before others get it. It matters because it helps ensure all investors have equal access to key news, making the stock market fairer and reducing chances of insider trading.

restricted stock units (rsus) financial

"the director received 30,000 restricted stock units (RSUs) of common stock"

Restricted stock units (RSUs) are a type of company promise to give employees shares of stock in the future, usually after certain conditions like working for a set time. They are like a gift promised today that you receive later, which can become valuable if the company's stock price goes up. RSUs matter because they are a way companies reward employees and can be a significant part of compensation.

mortgage-backed securities financial

"purchase $200 billion in agency mortgage-backed securities to help lower mortgage rates"

A mortgage-backed security is an investment made by pooling many home loans and selling the right to the borrowers’ monthly payments to investors, so you receive a stream of principal and interest much like collecting payments on a bundle of IOUs. It matters to investors because it provides regular income but carries risks from homeowners missing payments or paying off loans early, and its value moves with interest rates and housing market conditions.

AI-generated analysis. Not financial advice.

Mortgage industry veteran to advise on funding strategy, product positioning, and operational scale

PROVIDENCE, R.I., Feb. 19, 2026 (GLOBE NEWSWIRE) -- via IBN – Beeline Holdings, Inc. (Nasdaq: BLNE), a technology-enabled, digital mortgage platform, today announced the appointment of mortgage industry veteran Barry Levenson as Executive Strategic Advisor.

Mr. Levenson brings more than three decades of experience across mortgage banking, funding strategy, product development, marketing and capital market execution. In this role, he will advise Beeline’s leadership team on capital strategy, loan economics, product position and initiatives designed to improve funding efficiency and long-term profitability.

Mr. Levenson is the Founding Principal and CEO of LK Secured Lending. He previously served as Managing Director at PennyMac Financial Services. Earlier in his career, he was a founding executive of Countrywide Bank, which became one of the fastest-growing depository institutions in U.S. banking history. By implementing an innovative deposit-gathering strategy that materially reduced the institution’s cost of funds, he helped accelerate Countrywide’s rise to become the nation’s leading mortgage banker.

Beeline has outlined a long-term objective of achieving a $100 million revenue run rate within 24 months. The Company believes that disciplined capital management, product expansion and improved cost of funds are important components of that plan.

“Barry’s experience in funding strategy and scaling mortgage platforms comes at an important time for Beeline,” said Nick Liuzza, Chief Executive Officer of Beeline Holdings. “Organic growth remains a priority for the Company. As loan economics continue to improve, we are increasing marketing investment to support origination growth while maintaining a disciplined approach to expense management. Over the past several years, we moderated growth investments to reduce losses. We believe the operating environment is stabilizing and are positioning the business to accelerate.”

Mr. Levenson will serve in an independent advisory capacity and will continue in his role at LK Secured Lending.

“I’m excited to support Beeline’s next phase,” said Levenson. “The Company combines strong technology with a forward-looking approach to serving the next generation of mortgage borrowers. It feels like a very strong match combining complimentary legacy pieces with a fresh perspective to an industry that is starting to recover. I am excited to get to work with Beeline’s leadership team.”

About Beeline Financial Holdings Inc.

Beeline Financial Holdings Inc. is a trailblazing mortgage fintech transforming the way people access property financing. Through its fully digital, AI-powered platform, Beeline delivers a faster, smarter path to home loans - whether for primary residences or investment properties. Headquartered in Providence, Rhode Island, Beeline is reshaping mortgage origination with speed, simplicity, and transparency at its core. The company is a wholly owned subsidiary of Beeline Holdings Inc. and also operates Beeline Labs, its innovation arm focused on next-generation lending solutions.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the Company’s long-term objective of achieving a $100 million revenue run rate within 24 months and efforts and potential to improve growth, funding efficiency and long-term profitability. Forward-looking statements are prefaced by words such as "anticipate," “expect,” “plan,” “could,” “may,” “will,” “should,” “would,” “intend,” “seem,” “potential,” “appear,” “continue,” “future,” believe,” “estimate,” “forecast,” “project,” and similar words. Forward-looking statements are based on our current expectations and assumptions regarding our business, the economy and other future conditions. Because forward-looking statements relate to the future, they are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict. We caution you, therefore, against relying on any of these forward-looking statements. Our actual results may differ materially from those contemplated by the forward-looking statements for a variety of reasons, including, without limitation, the possibility that estimates, projections and assumptions on which the forward-looking statements are based prove to be incorrect, future interest rate changes, the risks arising from the impact of inflation, tariffs, and a recession which may result on Beeline’s business, prospective customers, and on the national and global economy, the impact of ongoing military actions by the United States as well as from the geopolitical conflicts in Ukraine, Latin America and the Middle East, and the Risk Factors contained in the Company’s Prospectus Supplement dated November 14, 2025, and Form 10-K filed April 15, 2025. Any forward-looking statement made by us in this press release speaks only as of the date on which it is made. Factors or events that could cause our actual results to differ may emerge from time to time, and it is not possible for us to predict all of them. We undertake no obligation to publicly update any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by law.

Contacts
Investor Relations
ir@makeabeeline.com
Media Inquiries
press@makeabeeline.com

Corporate Communications
IBN
Austin, Texas
www.InvestorBrandNetwork.com
512.354.7000 Office
Editor@InvestorBrandNetwork.com

FAQ

Who is Barry Levenson and what role did he accept at Beeline Holdings (BLNE) on Feb 19, 2026?

Barry Levenson is a mortgage industry veteran who accepted the role of Executive Strategic Advisor at Beeline Holdings. According to the company, he will advise on capital strategy, loan economics, product positioning and initiatives to improve funding efficiency and profitability.

How will Barry Levenson’s appointment affect Beeline Holdings’ (BLNE) funding and capital strategy?

His appointment aims to strengthen Beeline’s funding and capital strategy through expert advisory on loan economics and cost of funds. According to the company, Levenson will guide initiatives to improve funding efficiency and long-term profitability.

What growth target did Beeline Holdings (BLNE) reiterate alongside the Feb 19, 2026 advisory hire?

Beeline reiterated a goal to achieve a $100 million revenue run rate within 24 months. According to the company, disciplined capital management, product expansion and improved cost of funds are key components of that plan.

Will Barry Levenson work full time for Beeline Holdings (BLNE) after his Feb 19, 2026 appointment?

No, Levenson will serve in an independent advisory capacity while continuing his role at LK Secured Lending. According to the company, his role is advisory rather than an operational executive position.

What immediate business priorities did Beeline Holdings (BLNE) cite when announcing the Feb 19, 2026 advisory hire?

Beeline emphasized organic origination growth, increased marketing investment and disciplined expense management as immediate priorities. According to the company, these actions follow moderated growth investments and a stabilizing operating environment.