STOCK TITAN

Francisco Trust (DYAI) amends large convertible note and sells DYADIC shares

Filing Impact
(Moderate)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

DYADIC INTERNATIONAL INC reported insider activity by the Francisco Trust under agreement dated February 28, 1996, a ten percent owner. The trust received an 8.0% senior secured convertible promissory note initially convertible into 558,659 common shares at $1.79 per share, later amended to allow conversion into a total of 952,381 shares through lower conversion prices of $1.40 and $1.05 per share. Over multiple dates from June 2024 through January 2025, the trust also completed open-market sales totaling 172,864 common shares at prices between $1.80 and $2.43 per share, and reported direct ownership of 3,375,664 common shares after the most recent sale.

Positive

  • None.

Negative

  • None.
Insider Francisco Trust under agreement dated February 28, 1996
Role null
Bought 558,659 shs ($0.00)
Sold 172,864 shs ($344K)
Type Security Shares Price Value
Other Common Stock 238,095 $0.00 --
Sale Common Stock 15,000 $2.0149 $30K
Sale Common Stock 20,000 $1.9229 $38K
Sale Common Stock 40,000 $1.9768 $79K
Sale Common Stock 5,100 $1.8024 $9K
Sale Common Stock 41,143 $1.8367 $76K
Sale Common Stock 25,281 $1.8725 $47K
Other Common Stock 155,627 $0.00 --
Sale Common Stock 26,340 $2.4264 $64K
Purchase Common Stock 558,659 $0.00 --
Holdings After Transaction: Common Stock — 952,381 shares (Direct, null)
Footnotes (1)
  1. On March 8, 2024, the issuer issued an 8.0% senior secured convertible promissory note (the "Note") to the reporting person. The Note was convertible at $1.79 per share, into a total of 558,659 shares of the issuer's common stock, at any time prior to March 8, 2027. The initial expiration date was March 8, 2027. The Note was subsequently amended such that, as of the date hereof, the expiration date is December 31, 2027. On October 4, 2024, the Note was amended to reduce the conversion price to $1.40 per share, such that the Note, as amended, was convertible into an additional 155,627 shares of the issuer's common stock, for total of 714,286 shares of the issuer's common stock. On December 23, 2025, the Note, as amended, was amended again to reduce the conversion price to $1.05 per share, such that the Note, as amended, was convertible into an additional 238,095 shares of the issuer's common stock, for a total of 952,381 shares of the issuer's common stock.
Initial convertible shares 558,659 shares Common stock issuable from note at $1.79 per share
Additional shares from Oct 2024 amendment 155,627 shares From reduced conversion price of $1.40 per share
Additional shares from Dec 2025 amendment 238,095 shares From reduced conversion price of $1.05 per share
Total shares convertible under note 952,381 shares Total common stock after all note amendments
Total shares sold 172,864 shares Aggregate open-market sales from Jun 2024 to Jan 2025
Sale price range $1.80–$2.43 per share Prices across reported open-market sales
Shares held after latest sale 3,375,664 shares Direct common stock ownership after Jan 7, 2025 sale
Note interest rate 8.0% Senior secured convertible promissory note coupon
8.0% senior secured convertible promissory note financial
"the issuer issued an 8.0% senior secured convertible promissory note (the "Note") to the reporting person"
conversion price financial
"the Note was amended to reduce the conversion price to $1.40 per share"
The conversion price is the fixed price at which a convertible security, like a bond or preferred stock, can be exchanged for shares of common stock. It acts like a set rate that determines how many shares an investor can receive if they choose to convert their investment. This helps investors understand the value and potential benefits of converting their securities into company shares.
open-market sale financial
"transaction_action": "open-market sale""
An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.
ten percent owner financial
""is_ten_percent_owner": 1"
convertible promissory note financial
"The Note was convertible at $1.79 per share, into a total of 558,659 shares"
A convertible promissory note is a loan a company takes now that can later be turned into shares instead of being repaid in cash. Think of it as lending money with the option to accept ownership in the business down the road; that matters to investors because it affects who gets paid first, how much ownership existing shareholders keep, and the company’s future valuation and cash needs. Terms such as conversion price, interest and maturity determine the financial impact.
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FAQ

What insider transactions did the Francisco Trust report in DYADIC INTERNATIONAL INC (DYAI)?

The Francisco Trust reported a mix of transactions, including open-market sales totaling 172,864 common shares and amendments to a convertible promissory note now convertible into up to 952,381 DYADIC INTERNATIONAL INC common shares.

How many DYADIC INTERNATIONAL INC (DYAI) shares did the Francisco Trust sell?

The Francisco Trust sold 172,864 DYADIC INTERNATIONAL INC common shares across several open-market transactions, with individual sales ranging from 5,100 to 40,000 shares, at prices between about $1.80 and $2.43 per share.

What is the size and key terms of the DYADIC INTERNATIONAL INC convertible note held by the Francisco Trust?

The trust holds an 8.0% senior secured convertible promissory note initially convertible into 558,659 shares at $1.79 per share, later amended to reduce conversion prices and increase the total potential common shares to 952,381.

How many DYADIC INTERNATIONAL INC (DYAI) shares does the Francisco Trust own after these transactions?

After the most recent reported open-market sale on January 7, 2025, the Francisco Trust directly owned 3,375,664 DYADIC INTERNATIONAL INC common shares, according to the share balance reported following that transaction.

When were the conversion terms of the DYADIC INTERNATIONAL INC note amended for the Francisco Trust?

The note’s conversion terms were amended on October 4, 2024 to reduce the conversion price to $1.40 per share, and again on December 23, 2025 to reduce the price to $1.05 per share, increasing total convertible shares.

What was the original expiration date of the DYADIC INTERNATIONAL INC convertible note held by the Francisco Trust?

The convertible note originally expired on March 8, 2027, but was later amended so that, as of the filing date, the expiration date had been extended to December 31, 2027, lengthening the conversion period for the trust.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Francisco Trust under agreement dated February 28, 1996

(Last)(First)(Middle)
606 DAUPHINE AVENUE

(Street)
NORTHBROOK ILLINOIS 60062

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
DYADIC INTERNATIONAL INC [ DYAI ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
DirectorX10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
03/08/2024
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock06/06/2024S26,340D$2.42643,522,188D
Common Stock12/20/2024S25,281D$1.87253,496,907D
Common Stock12/23/2024S41,143D$1.83673,455,764D
Common Stock12/24/2024S5,100D$1.80243,450,664D
Common Stock12/30/2024S40,000D$1.97683,410,664D
Common Stock01/06/2025S20,000D$1.92293,390,664D
Common Stock01/07/2025S15,000D$2.01493,375,664D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Common Stock$1.79(1)03/08/2024P(1)558,659(1)03/08/202403/08/2027(2)Common Stock558,659$0558,659D
Common Stock$1.4(2)10/04/2024J(3)155,627(3)03/08/202403/08/2027(2)Common Stock155,627(3)$0714,286(3)D
Common Stock$1.05(3)12/23/2025J(4)238,095(4)03/08/202412/31/2027Common Stock238,095(4)$0952,381(4)D
Explanation of Responses:
1. On March 8, 2024, the issuer issued an 8.0% senior secured convertible promissory note (the "Note") to the reporting person. The Note was convertible at $1.79 per share, into a total of 558,659 shares of the issuer's common stock, at any time prior to March 8, 2027.
2. The initial expiration date was March 8, 2027. The Note was subsequently amended such that, as of the date hereof, the expiration date is December 31, 2027.
3. On October 4, 2024, the Note was amended to reduce the conversion price to $1.40 per share, such that the Note, as amended, was convertible into an additional 155,627 shares of the issuer's common stock, for total of 714,286 shares of the issuer's common stock.
4. On December 23, 2025, the Note, as amended, was amended again to reduce the conversion price to $1.05 per share, such that the Note, as amended, was convertible into an additional 238,095 shares of the issuer's common stock, for a total of 952,381 shares of the issuer's common stock.
/s/ Thomas Emalfarb, Trustee of Francisco Trust u/a dtd 2/28/9607/06/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)