Commerce.com, Inc. (CMRC) reported that its officer Daniel Lentz intends to sell 797 common shares, with an approximate sale date of October 23, 2026, through Morgan Stanley Smith Barney LLC. The reported aggregate market value is $2,924.99. The shares are listed as restricted stock units acquired from the issuer on October 21, 2026.
Commerce.com, Inc. (CMRC) CFO & COO Daniel Lentz reported 1,724 shares of Series 1 Common Stock delivered or withheld for payment of exercise price or tax liability on October 21, 2026. The reported price was $3.62 per share. His directly held position following the transaction was 471,017 shares.
Commerce.com, Inc. (CMRC) reported that Chief Exec Officer Christopher Travis Hess had 3,448 shares of Series 1 Common Stock delivered or withheld on October 21, 2026, for payment of exercise price or tax liability. The reported price was $3.62 per share, and his directly held position after the transaction was 880,023 shares.
Commerce.com, Inc. General Counsel and Secretary Charles D. Cassidy reported 406 shares of Series 1 Common Stock delivered or withheld for payment of exercise price or tax liability on October 21, 2026. After the transaction, he directly held 164,637 shares.
Commerce.com, Inc. (CMRC) Chief Accounting Officer Hubert S. Ban reported that 388 shares of Series 1 Common Stock were delivered or withheld for payment of exercise price or tax liability on October 21, 2026. The reported price was $3.62 per share, and Ban reported direct holdings of 80,606 shares afterward. No Rule 10b5-1 plan is reported.
Commerce.com, Inc. (CMRC) General Counsel and Secretary Charles D. Cassidy reported 281 shares of Series 1 Common Stock delivered or withheld for payment of exercise price or tax liability on September 21, 2026. The reported price was $3.33 per share, and his direct holdings following the transaction were 165,043 shares. No Rule 10b5-1 plan is reported.
Commerce.com, Inc. (CMRC) adopted a strategic operating plan aimed at reducing costs and raising profitability and free cash flow. The plan is expected to generate approximately $60–$80 million of annualized non-GAAP operating cost savings, or $0.73–$0.97 per diluted share, with the full annualized benefit anticipated in 2027. Management is targeting full-year non-GAAP operating margins of at least 20% beginning in 2027.
The company expects to incur $4.2–$8.8 million of restructuring and other one-time expenses in the fiscal third quarter ended September 30, 2026 and an additional $4.3–$17.5 million in the fourth quarter of fiscal 2026, primarily for severance, facilities, professional services, infrastructure and related costs. Commerce plans to exclude these charges from non-GAAP measures and benefit from approximately $353 million of net operating loss carryforwards and other tax attributes.
Commerce reaffirmed its 2026 total revenue outlook of $336.5–$344.5 million and raised its 2026 non-GAAP operating income guidance to $31.0–$37.0 million from prior guidance of $28.0–$34.0 million, incorporating about $3 million of savings expected in 2026. The Board also authorized a share repurchase program of up to $50 million of common stock effective September 10, 2026 through September 10, 2028, to be funded with available cash and cash flow.
Commerce.com, Inc. (CMRC) received an amended Schedule 13D from Pale Fire Capital-related entities and individuals, updating their disclosure on holdings of Series 1 common stock. Pale Fire Capital SICAV a.s. directly beneficially owns 7,176,109 shares, and the same block is attributed on a deemed basis to its manager Pale Fire Capital investicni spolecnost a.s., parent Pale Fire Capital, and individuals Dusan Senkypl and Jan Barta.
These 7,176,109 shares represent 8.7% of Commerce.com’s Series 1 common stock, based on 82,858,991 shares outstanding as of August 4, 2026, as reported in Commerce.com’s Form 10-Q. The aggregate purchase price for the reported position is approximately $20,058,951, funded from working capital, which may include margin loans. The reporting persons state that they may be deemed beneficial owners through control relationships but expressly disclaim beneficial ownership of any shares they do not directly own.
Commerce.com, Inc. (CMRC) has a new significant shareholder group led by Pale Fire Capital SICAV a.s. and related entities and individuals, including Dusan Senkypl and Jan Barta. Through PFC SICAV, the group beneficially owns 5,396,328 Series 1 common shares, representing 6.5% of the outstanding shares based on 82,858,991 shares outstanding as of August 4, 2026.
The shares were acquired for an aggregate purchase price of approximately $15.5 million, funded with working capital that may include margin loans. The reporting persons state they purchased the shares because they believed the stock was undervalued and an attractive investment. They indicate they may increase or decrease their position and may engage with management, the board, stockholders and others, and could make proposals regarding capitalization, board composition and operations. All reporting persons disclaim beneficial ownership of any securities they do not directly own, and have entered into a Joint Filing Agreement to report their holdings together.
Commerce.com, Inc. (CMRC) reported that its CFO & COO, Daniel Lentz, sold shares of the company. On 2026-08-24, he executed an open-market or private transaction sale of 797 shares of Series 1 Common Stock at a price of $2.22 per share. Following this transaction, he directly holds 472,741 shares of Commerce.com, Inc. common stock. The filing affirms that the reported transaction was made pursuant to a Rule 10b5-1 trading plan, indicating it followed a pre-established trading arrangement.