Arcturus Therapeutics Holdings Inc. filings document the regulatory record for a Nasdaq-listed commercial mRNA medicines and vaccines company with common stock registered under the symbol ARCT. Its Form 8-K reports furnish quarterly and annual financial results, corporate updates, Regulation FD presentations, and clinical or product disclosures tied to programs such as LUNAR-CF and KOSTAIVE.
The company’s proxy materials describe annual meeting matters, director elections, executive compensation, governance practices, and stockholder voting procedures. Other filings cover officer and board changes, registered security details, reporting-status notices such as Form 12b-25 notifications, and risk, capital-structure, collaboration, and development-stage disclosure relevant to its RNA therapeutics and vaccine business.
Arcturus Therapeutics Holdings Inc amendment to a Schedule 13G/A states that The Vanguard Group reports beneficial ownership of 0 shares of Common Stock, representing 0%. The filing explains an internal realignment effective January 12, 2026 that caused disaggregated subsidiary reporting. The form is signed by Ashley Grim on 03/26/2026.
Arcturus Therapeutics Holdings Inc. outlines its mRNA medicines business, highlighting rare-disease therapeutics and vaccines built on its LUNAR lipid delivery and STARR self-amplifying mRNA platforms. Lead programs include ARCT-032 for cystic fibrosis and ARCT-810 for ornithine transcarbamylase deficiency, both in Phase 2 with orphan and rare pediatric designations.
The company’s COVID-19 vaccine KOSTAIVE, partnered with CSL Seqirus, is approved in Japan, the European Union and the United Kingdom, with commercial sales underway in Japan. However, the FDA has required additional clinical endpoint efficacy data, indefinitely delaying a planned U.S. biologics license application for KOSTAIVE.
Arcturus also describes early-stage vaccine and oncology platforms, BARDA-funded H5N1 pandemic flu work, and support from the Cystic Fibrosis Foundation. CSL Limited recorded a $430 million accounting write-down related to the collaboration, and Arcturus has initiated arbitration seeking a milestone payment tied to European marketing authorization.
Arcturus Therapeutics reported weaker revenue but narrower losses for the fourth quarter and full year 2025, while advancing its mRNA rare disease pipeline and extending its cash runway. Full-year revenue fell to $82.0 million from $152.3 million, mainly due to lower collaboration revenue as CSL-related COVID-19 work shifted from development to commercialization.
Operating expenses dropped sharply to $158.3 million from $248.0 million, driven by lower LUNAR-COVID, LUNAR-FLU and LUNAR-CF program costs and an operational restructuring. Net loss improved to $65.8 million (basic and diluted loss of $2.40 per share) from $80.9 million (loss of $3.00 per share) a year earlier.
Quarterly revenue for Q4 2025 was $7.2 million, down from $22.8 million, while net loss was $29.1 million versus $30.0 million. Cash, cash equivalents and restricted cash totaled $232.8 million at December 31, 2025, and the company now expects its cash runway to extend into the second quarter of 2028, supported by a strategic refocus on core rare disease programs. Clinically, ARCT-032 showed generally safe and well tolerated results in a Phase 2 third cohort, and regulators have permitted a 12-week Phase 2 cystic fibrosis study to begin dosing in the first half of 2026.
Balyasny Asset Management and affiliated reporting persons filed an amended Schedule 13G indicating they no longer beneficially own Arcturus Therapeutics Holdings Inc. common stock. As of the event date of 12/31/2025, they report beneficial ownership of 0 shares, representing 0.00% of the outstanding common stock.
Each reporting entity and individual, including Balyasny Asset Management L.P., related Delaware entities, and Dmitry Balyasny, reports no sole or shared voting or dispositive power over any Arcturus shares. The filing also confirms their holdings are in the ordinary course of business and not for influencing control of the company.
ARK Investment Management LLC and Catherine D. Wood report a 9.19% beneficial stake in Arcturus Therapeutics Holdings Inc. common stock. As of December 31, 2025, they together report ownership of 2,611,099 shares, with ARK holding sole voting and dispositive power over these shares.
Catherine D. Wood reports shared voting and dispositive power over the same 2,611,099 shares. The filing states the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Arcturus. ARK Genomic Revolution ETF is noted as a client with an interest exceeding 5% of the class.
Federated Hermes, Inc. and related reporting persons filed Amendment No. 3 to a Schedule 13G disclosing their beneficial ownership in Arcturus Therapeutics Holdings Inc. common stock. They report beneficial ownership of 3,303,640 shares of common stock, representing 11.63% of the class as of the event date of 12/31/2025. Federated Hermes has sole voting and dispositive power over these shares, while the Voting Shares Irrevocable Trust and Thomas R. Donahue, Ann C. Donahue, and J. Christopher Donahue report shared voting and dispositive power over the same amount. The reporting persons state the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Arcturus, and they expressly disclaim beneficial ownership of securities held by managed funds.
Arcturus Therapeutics Holdings Inc. reported that Chief Financial Officer and director Andy Sassine will leave the company under a mutual, amicable separation, with his employment ending on December 31, 2025 and his Board service ending on December 11, 2025. He indicated that his departure is not due to any disagreement regarding the company’s operations, policies, or practices, and the Board reduced its size from nine to eight members.
Under a Separation Agreement, Sassine is entitled to a lump-sum severance equal to 12 months of base salary, bonus eligibility if and when paid to the Chief Executive Officer, reimbursement of certain attorney’s fees, up to 18 months of COBRA premiums, and accelerated vesting plus a 24‑month post‑termination exercise period for his stock options beginning December 31, 2025, after a seven‑day revocation period. On December 12, 2025, Controller Joe Roberts, age 43, was appointed interim principal financial officer and interim principal accounting officer, under an existing Employment Agreement that provides a base salary of $219,580, bonus eligibility up to 20% of base salary, and participation in the company’s benefit and equity plans.
Arcturus Therapeutics (ARCT) reported Q3 2025 results. Total revenue was $17.2 million, driven by collaboration revenue of $14.2 million (including $13.6 million from CSL Seqirus) and grant revenue of $3.0 million. The company posted a net loss of $13.4 million, or $0.49 per share.
Operating expenses declined as programs matured: research and development fell to $23.3 million and general and administrative to $10.4 million. Cash and cash equivalents were $180.4 million; total cash, cash equivalents and restricted cash were $237.2 million at quarter end. Deferred revenue decreased as COVID-19 vaccine activities transitioned from development to commercial phases under the CSL collaboration.
Regulatory updates were mixed. The European Commission approved KOSTAIVE (ARCT-154) for adults earlier in 2025, while in October the FDA indicated a Biologics License Application for KOSTAIVE would require additional data from a clinical endpoint efficacy study. As of November 5, 2025, 28,412,537 shares of common stock were outstanding.
Arcturus Therapeutics Holdings Inc. furnished a press release announcing its financial results for the quarter ended September 30, 2025 and providing a corporate update.
Under Item 2.02, the information is furnished, not filed, and includes forward-looking statements covering programs such as ARCT-032, ARCT-810, and partnered COVID-19 and flu vaccine efforts with CSL Seqirus. The press release is attached as Exhibit 99.1.