An affiliate of ACTG filed notice of a proposed disposition of common stock. The plan covers up to 85,827 shares of common stock to be sold through Morgan Stanley Smith Barney LLC Executive Financial Services on NASDAQ, with an approximate aggregate market value of $395,181.84 and an approximate sale date of August 11, 2026. The shares relate to restricted stock grants dated May 26, 2024, June 7, 2025, and May 30, 2026.
Acacia Research Corporation operates a diversified portfolio of intellectual property, industrial printing, energy and manufacturing businesses, supported by a strategic relationship with Starboard Value and significant patent licensing activities.
For the six months ended June 30, 2026, total revenues were 168,801 (in thousands), slightly below 175,659 (in thousands) a year earlier. Net loss attributable to Acacia was 15,694 (in thousands), versus net income of 20,994 (in thousands) in 2025, driven largely by a 30,934 impairment of its MalinJ1 equity method investment and weaker operating income. Basic and diluted net loss per common share were 0.16. Cash and cash equivalents were 307,635 (in thousands) and total assets 791,529 (in thousands) as of June 30, 2026. Q2 2026 showed strong intellectual property revenues of 60,913 (in thousands) and energy revenues of 20,545 (in thousands), while industrial and manufacturing revenues were modestly lower. Operating cash flow for the first half declined to 7,307 (in thousands), reflecting working-capital swings and the timing of licensing receipts.
Acacia Research Corporation reported strong operating results for the quarter ended June 30, 2026, with total revenue of $114.6 million, up 124% from $51.2 million in the prior-year quarter. Growth was led by Intellectual Property Operations, which generated revenue of $60.9 million, and Benchmark Energy, which posted its strongest quarter under Acacia with revenue of $20.5 million.
GAAP net income for the quarter was $47 thousand, or $0.00 diluted EPS, while Adjusted Net Income was $12.8 million, or $0.13 Adjusted Diluted EPS. Total Company Adjusted EBITDA was $17.3 million, compared to $1.9 million in the prior-year quarter, and Operated Segment Adjusted EBITDA reached $22.8 million. Results included a $30.9 million impairment of the MalinJ1 equity method investment in 2026.
Liquidity remained significant, with cash, cash equivalents, equity securities measured at fair value and loans receivable totaling $334.6 million, or $3.43 per share, and no parent-company debt. Consolidated non-recourse indebtedness at Benchmark and Deflecto was $90.4 million. Book value was $557.0 million with 97.6 million shares outstanding, or $5.71 per share.
Molinelli Gavin reported acquisition or exercise transactions in this Form 4 filing.
ACACIA RESEARCH CORP director Gavin Molinelli received 6,438 shares of common stock on June 30, 2026, as a grant in lieu of cash for Q2 2026 director fees. The grant was priced at $4.66 per share and increased his direct holdings to 205,966 shares of common stock. This was a compensation-related share award rather than an open-market purchase or sale.
Sundar Ajay reported acquisition or exercise transactions in this Form 4 filing.
ACACIA RESEARCH CORP insider Ajay Sundar reported receiving a grant of 4,175 shares of Common Stock at $4.79 per share as Q2 2026 director fees paid in stock instead of cash. Following this award, he directly holds 107,605 shares. As of June 23, 2026, he ceased to be a director of the company.
Molinelli Gavin reported acquisition or exercise transactions in this Form 4 filing.
Acacia Research Corp director Gavin Molinelli received a new equity award. He was granted 25,052 shares of common stock as restricted stock on June 23, 2026, at no purchase price, as part of the company’s annual equity awards to non-employee directors under the 2024 Stock Incentive Plan.
The filing states that 100% of this restricted stock will vest on the first anniversary of the grant date. After this award, Molinelli directly holds 199,528 shares of Acacia Research common stock, reflecting ongoing stock-based compensation rather than an open-market purchase.
Kohlberg Isaac T. reported acquisition or exercise transactions in this Form 4 filing.
Acacia Research Corp director Isaac T. Kohlberg received a grant of 25,052 shares of ACTG common stock as restricted stock. The award was granted on June 23, 2026 as part of the company’s annual equity awards to non-employee directors under the 2024 Stock Incentive Plan.
All of the restricted stock will vest on the first anniversary of the grant date, meaning the shares become fully owned at that time if conditions are met. Following this grant, Kohlberg directly holds a total of 110,498 shares of Acacia Research common stock as reported in the filing.
OCONNELL MAUREEN reported acquisition or exercise transactions in this Form 4 filing.
Acacia Research director Maureen O’Connell reported an equity grant of company stock. On June 23, 2026 she received 25,052 shares of Acacia Research common stock as restricted stock, awarded as part of the company’s annual equity grants to non-employee directors under the 2024 Stock Incentive Plan.
The restricted stock will vest 100% on the first anniversary of the grant date. Following this award, O’Connell directly holds 297,655 shares of Acacia Research common stock. The grant carries no cash purchase price and reflects compensation rather than an open-market trade.
FELMAN MICHELLE reported acquisition or exercise transactions in this Form 4 filing.
ACACIA RESEARCH CORP director Michelle Felman reported an equity grant of company stock. On June 23, 2026, she received 25,052 shares of ACTG common stock at no cash cost as a grant or award, increasing her direct holdings to 57,224 shares.
The award is restricted stock granted as part of the company’s annual equity program for non-employee directors under the 2024 Acacia Research Corporation Stock Incentive Plan. According to the terms, 100% of the restricted stock will vest on the first anniversary of the grant date.
Acacia Research Corporation reported the results of its 2026 Annual Meeting of Stockholders. As of the April 28, 2026 record date, 96,589,132 common shares were issued, outstanding and entitled to vote, and 86,674,540 shares were represented at the meeting, constituting a quorum.
Stockholders elected seven directors to serve until the 2027 Annual Meeting or until their successors are duly elected and qualified. They also ratified the appointment of Grant Thornton LLP as independent registered public accounting firm for the year ending December 31, 2026, and approved, on a non-binding advisory basis, the compensation of the named executive officers.