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Digimarc Corp (DMRC) reported that EVP and Chief Technology Officer Tony Rodriguez received a grant/award of 2,268 shares of Common Stock on 2026-08-15 at $7.53 per share. On the same date, 2,697 shares were returned to the company at $7.53 per share to cover tax liability for vested stock awards, as described in a footnote. The transactions are reported as direct ownership, and resulting total holdings are not stated.
Digimarc Corp (DMRC) reported insider equity activity by EVP and Chief Operating Officer Carle Ann Quinn. On 2026-08-15, she received a grant or award of 2,617 shares of common stock at a reference price of $7.53 per share. On the same date, 5,901 shares were delivered back to the company at $7.53 per share to satisfy tax liability arising from vested stock awards, as disclosed in a footnote. These were compensation-related and tax-withholding transactions, not open‑market purchases or sales.
Digimarc Corp (DMRC) reported that EVP and Chief Product Officer Ken Sickles received a grant or award of 2,268 shares of common stock on August 15, 2026, at a price of $7.53 per share. On the same date, 1,353 shares were delivered back to the company at $7.53 per share to cover tax liability for vested stock awards. The filing indicates these transactions were not made pursuant to a Rule 10b5-1 trading plan.
Digimarc Corp (DMRC) executive Charles Beck, EVP and Chief Financial Officer, reported two Form 4 transactions in common stock on 2026-08-15. He received a grant/award of 2,617 shares of common stock at a reference value of $7.53 per share. On the same date, 2,982 shares were delivered or withheld to cover tax liability related to vested stock awards, with the shares traded back to the company. These entries reflect equity compensation and related tax withholding rather than an open-market purchase or sale.
Digimarc Corporation reported continued losses and shrinking revenue for the three and six months ended June 30, 2026. Q2 revenue was $7.4 million, down 8% from $8.0 million, and six‑month revenue was $15.0 million, down 14% from $17.4 million, mainly due to the expiration of key commercial subscription contracts. Service revenue grew modestly in Q2 but declined year‑to‑date as certain recycling projects wound down.
Gross margin remained relatively stable at 58%. Q2 operating expenses rose to $16.7 million (up 27%), driven by $5.4 million of one‑time stock‑based compensation from accelerated vesting of the former CEO’s equity and corporate reorganization costs, partly offset by lower headcount. Six‑month operating expenses fell 9% to $28.3 million as earlier severance and payroll costs rolled off. Net loss was $12.1 million ($0.54 per share) in Q2 and $19.1 million ($0.86 per share) for six months.
Liquidity remains constrained: cash, cash equivalents, and marketable securities totaled $8.8 million, with operating cash outflow of $2.6 million versus $10.2 million a year earlier. Management concluded under ASC 205‑40 that substantial doubt exists about the company’s ability to continue as a going concern without revenue growth, cost reductions, and/or new capital. Contracted remaining performance obligations were $35.9 million, with $18.2 million expected to be recognized over the next 12 months. Subsequent to quarter‑end, the board appointed a new CEO and the company put a $50.0 million shelf registration in place to facilitate potential future financings.
Digimarc Corporation reported second-quarter 2026 revenue of $7.4 million, down from $8.0 million a year earlier, as subscription revenue declined to $3.7 million while service revenue grew modestly to $3.6 million. Ending Annual Recurring Revenue (ARR) was $11.6 million versus $15.9 million, primarily due to the expiration and step-down of key commercial contracts.
Total gross margin was 58%, with subscription and service margins improving to 89% and 60%, respectively. GAAP operating expenses rose to $16.7 million, driven largely by $5.4 million of one-time stock-based compensation tied to the former CEO and $0.4 million of reorganization costs. This led to a wider GAAP net loss of $12.1 million or ($0.54) per diluted share.
On a non-GAAP basis, operating expenses declined to $8.1 million and net loss improved to $1.7 million or ($0.08) per share. Cash, cash equivalents and marketable securities totaled $8.8 million at June 30, 2026, down from $12.9 million at year-end 2025. Free cash flow usage improved significantly to $1.0 million in the quarter from $5.0 million in the prior-year period.
Morgan Stanley and an affiliate reported significant ownership of Digimarc Corp common stock on a Schedule 13G. Morgan Stanley reported aggregate beneficial ownership of 2,016,913 shares, representing 9.0% of the class, with 2,016,899 shares having shared voting power and 2,015,511 shares having shared dispositive power as of June 30, 2026.
Morgan Stanley AIP GP separately reported beneficial ownership of 1,606,189 shares, equal to 7.2% of the class, all with shared voting and dispositive power. The filing notes that it covers securities beneficially owned, or deemed beneficially owned, by specific Morgan Stanley operating units, and that other units may have disaggregated ownership.
Digimarc Corporation reported a change in its Board of Directors. On August 12, 2026, Riley McCormack resigned from the Board, effective immediately, in accordance with a Subscription Agreement dated September 29, 2020 between the company’s predecessor and TCM Strategic Partners L.P.
On the same date, the Board elected Paul Carreiro to fill the vacancy. His term will run until the next annual shareholders’ meeting, when the Board intends to nominate him for election by shareholders. As an executive officer, he will not serve on Board committees and will not receive additional compensation for his director role. The company states there is no arrangement or understanding with any other person regarding his selection and that he has no transactions requiring disclosure under Item 404(a) of Regulation S-K.
Thomas Ron reported acquisition or exercise transactions in this Form 4 filing.
Digimarc Corp granted EVP and Chief Revenue Officer Ron Thomas 192,000 Long-Term Incentive Plan (LTIP) units of Digimarc LLC, each ultimately linked to common stock or equivalent cash value. 57,600 units vest in 16 equal quarterly installments over four years, while 134,400 units vest upon achieving stock price annual appreciation goals of 20%, 30%, and 40%, with minimum vesting periods of two, three, and four years and potential acceleration upon certain events including termination.
Digimarc Corp executive Thomas Ron, EVP and Chief Revenue Officer, submitted an initial statement of beneficial ownership reporting 0 shares of common stock held directly as of August 3, 2026. No derivative securities or buy/sell transactions are reported; this records his starting ownership position.