Commerce.com, Inc. (CMRC) reported an insider transaction by Daniel Lentz, its CFO & COO. On August 21, 2026, Lentz had 1,724 shares of Series 1 Common Stock disposed of under a transaction classified as a payment of exercise price or tax liability by delivering or withholding securities at a reported price of $2.22 per share. After this withholding transaction, Lentz’s directly held ownership in Commerce.com, Inc. Series 1 Common Stock was reported as 473,538 shares.
Commerce.com, Inc. (CMRC) reported an insider equity disposition by Chief Exec Officer Christopher Travis Hess. On 2026-08-21, Hess had 3,448 shares of Series 1 Common Stock withheld or delivered at $2.22 per share as a payment of exercise price or tax liability, leaving him with 883,471 directly held shares.
Commerce.com, Inc. (CMRC) reported an insider equity tax/exercise-related transaction by Charles D. Cassidy, its General Counsel and Secretary. On 2026-08-21, Cassidy had 406 shares of Series 1 Common Stock withheld or delivered at $2.22 per share as a payment of exercise price or tax liability, leaving him with 165,324 directly held shares.
Commerce.com, Inc. (CMRC) reported that Chief Accounting Officer Ban Hubert S disposed of 3,243 shares of Series 1 Common Stock on 2026-08-21. The shares were delivered or withheld as payment of exercise price or tax liability at $2.22 per share, leaving Ban Hubert S with 80,994 shares held directly.
Commerce.com, Inc. (CMRC) received a Form 144 notice from Daniel Lentz indicating an intention to sell common stock under Rule 144. The filing lists 797 common shares to be sold through Morgan Stanley Smith Barney LLC, with the shares coming from Restricted Stock Units dated 08/21/2026. The notice also reports prior sales under a 10b5-1 trading plan, including 1,544 shares on 07/01/2026 and 6,840 shares on 05/26/2026.
Commerce.com, Inc. director Anil Kamath reported an acquisition of 3,836 shares of Series 1 Common Stock on 2026-08-13 through a grant/award transaction at a stated price of $0.00 per share. Following this award, Kamath directly holds 151,463 shares of Series 1 Common Stock.
Commerce.com, Inc. director Sarah Gilligan reported a compensation-related acquisition of 4,042 shares of Series 1 Common Stock on 2026-08-13. The shares were acquired at a stated price of $0.00 per share as a grant or award, increasing her directly held position to 191,314 shares.
Clarke Donald E reported acquisition or exercise transactions in this Form 4 filing.
Commerce.com, Inc. director Donald E. Clarke reported a grant of 5,156 shares of Series 1 Common Stock on 2026-08-13, at a stated price of $0.00 per share. After this award, he directly holds 209,339 shares. The filing also lists several indirect holdings in Series 1 Common Stock through multiple Clarke-related irrevocable trusts, each reported with its own share balance.
Rezolve Ai plc commented on Commerce.com, Inc. Q2 performance versus its own growth and guidance. Commerce.com reported Q2 revenue of $84.5 million, up 0.1% year-on-year, with subscription solutions revenue down 1%, GAAP gross margin decreasing to 75% from 79%, free cash flow falling to $0.1 million from $11.9 million, and reduced 2026 full-year revenue guidance to $336.5–$344.5 million and non-GAAP operating income guidance to $28–$34 million. Rezolve notes Commerce.com’s guidance implies full-year performance from a decline to less than 1% growth versus $342.3 million 2025 revenue.
Rezolve contrasts this with its own preliminary H1 2026 revenue expectation of ~$127 million, versus $6.32 million in H1 2025, and reaffirmed ~$360 million FY2026 revenue guidance, about 7.5 times its $46.8 million FY2025 revenue. It also targets an exit 2026 annual recurring revenue run rate of at least $500 million supported by more than 1,000 enterprise customers, and reiterates its strategic case for a possible combination with Commerce.com while stating no new or amended proposal is being announced.
Commerce.com, Inc. reported second‑quarter 2026 revenue of $84.5 million, essentially unchanged from $84.4 million a year earlier, with subscription solutions at $63.1 million and partner and services at $21.4 million. Net income was $1.1 million, compared with a net loss of $8.4 million in 2025, as total operating expenses fell to $60.8 million from $73.5 million. For the first six months of 2026, revenue reached $171.4 million and net income was $4.8 million, versus a loss of $8.7 million in the prior‑year period.
Cash and cash equivalents were $57.2 million and marketable securities $99.2 million at June 30, 2026, supporting total assets of $324.8 million. Operating cash flow for the first half of 2026 was $23.5 million, up from $14.0 million. Remaining performance obligations totaled $200.9 million. The company has $150.0 million of 7.50% convertible notes due 2028 held by a related party and $4.1 million of 0.25% notes due 2026 outstanding. Restructuring related to a 2025 cost‑reduction plan left a $1.5 million liability and is expected to generate an additional $1.0–$3.0 million of costs through the first half of 2027. A stockholder rights plan was adopted, issuing one preferred share purchase right per common share, exercisable if a holder crosses specified ownership thresholds before its April 2027 expiry.