Welcome to our dedicated page for Cibus SEC filings (Ticker: CBUS), 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.
Cibus, Inc.'s SEC filings document an agricultural biotechnology company that uses proprietary gene-editing technologies to develop plant traits for licensing to seed companies. The filings describe its royalty-oriented model, productivity traits for major agricultural food crops, and trait categories tied to weeds, pests, diseases, sustainability and yield challenges.
The company's regulatory record includes 8-K material-event reports, financial-results exhibits, proxy materials, governance disclosures and capital-structure information for its Class A common stock. These filings also cover board appointments, compensatory arrangements, shareholder voting matters, material agreements, registered securities and business disclosures related to the development and commercialization of gene-edited crop traits.
Cibus, Inc. is an agricultural biotechnology company focused on gene-edited plant traits, built on its patented Rapid Trait Development System (RTDS) and "Trait Machine" process that edit seed companies’ elite germplasm. The business targets royalty-based licensing rather than selling seed itself.
The company prioritizes herbicide-tolerant Rice traits, where it estimates Potential Annual Addressable Royalties of over $200.0 million in the United States and Latin America, plus large long-term opportunities in Asia and India. It also advances sustainable ingredient programs such as biofragrances, including a collaboration with Procter & Gamble.
Cibus is streamlining operations to preserve cash, including workforce reductions completed in 2025 and March 2026, and expects cost reductions and facility consolidation to lower annual net cash usage to approximately $30.0 million or less during 2026. As of June 30, 2025, the aggregate market value of Class A shares held by non‑affiliates was 47,156,698 based on a $1.38 share price, and as of March 10, 2026, there were 69,196,122 Class A shares outstanding.
Cibus, Inc. reported continued heavy losses alongside commercial and regulatory progress. For the quarter ended December 31, 2025, revenue was $1.1 million while net loss widened to $31.9 million, reflecting $9.1 million of long‑lived asset impairment tied to winding down its Roseville, Minnesota facility.
Full‑year 2025 revenue was $3.6 million and net loss was $132.2 million, a substantial but still large loss compared with 2024, which included a major goodwill impairment. Cost‑saving initiatives reduced research and development and selling, general and administrative expenses year over year.
Cash and cash equivalents were $9.9 million at December 31, 2025. Including $19.8 million in net proceeds from a January 2026 public offering and expected savings, Cibus believes it can fund operations into late in the third quarter of 2026. The board and its financial advisor are evaluating strategic alternatives while the company advances its rice herbicide tolerance program, sustainable ingredients initiative, and broader gene‑editing trait pipeline.
FMR LLC filed an amended Schedule 13G reporting beneficial ownership of 7,319,174 Cibus Inc. Class A common shares, representing 13.9% of the class as of December 31, 2025.
FMR LLC holds sole voting and dispositive power over these shares. Abigail P. Johnson is a separate reporting person, with sole dispositive power over the same 7,319,174 shares but no voting power. The filing states the position is held in the ordinary course of business and not to influence control of Cibus.
Within this stake, Fidelity Growth Company Commingled Pool held 3,555,164 Cibus Class A shares, equal to 6.7% of the outstanding class at December 31, 2025. The filing is signed on behalf of both FMR LLC and Abigail P. Johnson under previously granted powers of attorney.
Cibus, Inc. director Jean-Pierre Jules Lehmann reported buying 666,666 shares of Class A common stock at $1.50 per share in an underwritten public offering that closed on January 30, 2026. After the purchase, he directly owned 699,156 shares and was deemed to beneficially own an additional 1,687,071 shares held by JPL Investments, SA. The transaction was approved by Cibus, Inc.’s board of directors under Rule 16b-3.
Cibus, Inc. director and 10% owner Rory B. Riggs purchased 333,333 shares of Class A Common Stock at $1.50 per share in a firm commitment underwritten public offering that closed on January 30, 2026. The purchase was approved by the board under Rule 16b-3. Following this transaction, he directly beneficially owned 14,916,640 shares, with additional indirect holdings of 23,807 shares held by the Rory Riggs Family Trust, where he is trustee with sole voting and dispositive power, and 20,974 shares held by his spouse.
Cibus, Inc. entered into an underwriting agreement with BTIG, LLC for a public offering of 13,333,333 shares of Class A common stock at $1.50 per share. The company expects net proceeds of about $17.8 million, or $20.5 million if BTIG exercises its 30-day option to buy up to 1,999,999 additional shares.
Members of the board of directors will purchase 1,000,000 shares at the offering price, and directors, executive officers and the company agreed to a 60-day lock-up on additional sales, subject to limited exceptions. BTIG will receive a 6.25% underwriting discount and reimbursement of documented expenses up to $150,000. The deal is expected to close on or about January 30, 2026, subject to customary conditions.
Cibus, Inc. is conducting a primary underwritten offering of 13,333,333 shares of Class A common stock at $1.50 per share, with gross proceeds of about $20.0 million and estimated net proceeds of approximately $17.8 million before any exercise of the underwriter’s option for 1,999,999 additional shares.
The company plans to use the cash mainly for working capital and general corporate purposes, including further development of its weed management traits in Rice and payment of accrued advisory fees, including about $2.4 million owed to Ducera. Members of the board are purchasing 999,999 shares at the public price, and CBUS remains listed on Nasdaq.
Cibus highlights significant dilution: its net tangible book value was $(4.04) per share as of September 30, 2025, and investors in this deal face immediate dilution of about $4.46 per share. The company had $23.9 million in cash and cash equivalents and $20.6 million in current liabilities as of that date, is targeting annual net cash usage of roughly $30 million in 2026, and warns that it still needs additional financing and could ultimately be forced to wind down through bankruptcy, potentially leaving shareholders with little or no recovery.
Cibus, Inc. filed an update describing its business focus and cost-cutting steps made alongside an underwritten offering. The agricultural biotechnology company develops gene-edited plant traits it licenses to seed companies for per‑acre royalties, targeting productivity, sustainability, and yield improvements.
The company is prioritizing herbicide-tolerant weed management traits for Rice, estimating potential annual accessible royalties of over $200 million in Latin America and the United States, and additional royalty opportunities in Asia and India. Management’s longer-term goal is to address about 200 million of the roughly 400 million global rice acres.
Cibus is also advancing sustainable ingredients programs, including a yeast fermentation biofragrance line that management believes could generate $20–40 million in annual revenue over time. Through 2025 it streamlined operations, including a workforce reduction completed by December 31, 2025, and expects these actions to reduce annual net cash usage to about $30 million or less during 2026 while it consolidates core operations in San Diego and concentrates spending on Rice programs.
Cibus, Inc. plans an underwritten public offering of Class A common stock on Nasdaq to raise cash for operations and its rice weed-management trait programs. Board members may buy up to approximately $1.5 million of shares at the public price, and BTIG is the sole bookrunner with a 30‑day option to purchase additional shares.
Cibus highlights significant going concern risks. As of September 30, 2025, it held $23.9 million in cash and cash equivalents against $20.6 million in current liabilities, and it is targeting annual net cash usage of about $30 million or less during 2026 after restructuring and workforce reductions.
The company is focusing capital on herbicide-tolerant rice traits, which management believes could ultimately support annual accessible royalties of over $200 million in initial markets, while pursuing partner-funded programs in biofragrances and lauric oils. A special board committee is exploring strategic alternatives, including financings, business combinations, asset sales and licensing, and warns that failure to secure sufficient capital could lead to a wind-down in which shareholders may lose most or all of their investment.
Cibus, Inc. (CBUS) reported an equity award to a company director. On 11/05/2025, the director received a stock option to buy 45,627 shares of Class A common stock at an exercise price of $1.32 per share. The option becomes exercisable on 05/22/2026 and expires on 11/05/2035, with no purchase price paid for the option itself. Following this grant, the director beneficially owns 45,627 derivative securities directly.
The option vests, subject to continued board service, on the earlier of the first anniversary of the grant date or the company’s next annual shareholder meeting. Any remaining unvested portion will fully vest if a defined Triggering Event under the company’s 2017 Omnibus Incentive Plan occurs while the director continues to serve.