Exodus Movement SEC Filings

Exodus Movement (EXOD) reported strong Q3 results. Revenue rose to $30.3 million from $20.1 million a year ago, and net income increased to $17.0 million from $0.8 million. Diluted EPS was $0.53 per Class A and Class B share. For the first nine months, revenue reached $92.2 million versus $71.5 million, with net income of $41.8 million.

Results reflected higher exchange activity and a net gain on digital assets of $21.0 million in the quarter. Cash and cash equivalents were $50.5 million, and digital assets at fair value were $263.9 million, including $242.4 million of Bitcoin. Operating cash flow was $(16.2) million year‑to‑date, reflecting non‑cash items and settlements in digital assets and USDC. Monthly Active Users were 1.5 million; Quarterly Funded Users were 1.8 million.

Exodus recorded a proposed OFAC settlement with a $2.47 million civil penalty and a $0.63 million commitment to sanctions compliance controls. Subsequent events include: the ability for Class A holders to tokenize shares on Solana beginning October 20, 2025; an asset purchase agreement for approximately $3.0 million (half cash, half stock); and a master loan agreement with Galaxy Digital with no borrowings to date.

Exodus Movement, Inc. (EXOD) furnished an update on its business by announcing financial and operating results for the quarter ended September 30, 2025. The company issued a press release on November 10, 2025, which is attached as Exhibit 99.1.

The disclosure was provided under Item 2.02 and is being furnished, not filed, under the Exchange Act. Exodus Movement’s Class A common stock trades on the NYSE American under the symbol EXOD.

Exodus Movement, Inc. (EXOD) furnished a Regulation FD update via Form 8-K. The company issued a press release covering selected digital asset holdings and user and exchange provider processed volume, which is attached as Exhibit 99.1 and incorporated by reference.

The Item 7.01 information, including Exhibit 99.1, is being furnished and is not deemed “filed” for purposes of Section 18 of the Exchange Act. The report was signed by Chief Financial Officer James Gernetzke.

Exodus Movement, Inc. (EXOD) reported an insider transaction by its Chief Executive Officer, who is also a Director and 10% Owner. On 11/01/2025, 10,472 shares of Class A Common Stock were withheld to cover taxes related to the vesting and settlement of previously granted RSUs (transaction code F) at a price of $24.49.

Following this tax withholding, the reporting person directly holds 864,901 shares. The filing notes ongoing RSU grants that vest in equal monthly installments through dates ranging from January 1, 2026 to January 1, 2029.

Exodus Movement (EXOD)9,880 Class A shares (code F) at $24.49 to cover taxes.

After the transaction, he beneficially owned 784,051 shares, held directly. RSU awards disclosed include 3,049, 182,292, 166,156, and 50,745 units that vest in equal monthly installments through dates ranging from 01/01/2026 to 01/01/2029.

Exodus Movement (EXOD) reported an insider transaction by its Chief Financial Officer. On 11/01/2025, in connection with the vesting and settlement of previously granted RSUs, the issuer withheld 5,222 shares of Class A common stock to satisfy tax withholding obligations (transaction code F) at a price of $24.49.

Following the transaction, the reporting person beneficially owned 434,171 shares directly. The footnotes state these holdings include RSUs granted on January 5, 2022; January 1, 2023; March 13, 2024; and May 21, 2025, which vest in equal monthly installments through dates ranging from January 1, 2026 to January 1, 2029.

Exodus Movement (EXOD) furnished a Regulation FD update announcing that shareholders may choose to digitally represent their Class A common stock as common stock tokens on the Solana blockchain through co-transfer agent Superstate.

The announcement aligns with the company’s initiative to expand accessibility and transparency using blockchain-based financial instruments. A press release with details is included as Exhibit 99.1 and incorporated by reference. The information was furnished under Item 7.01 and is not deemed filed.

Margaret Knight, a director of Exodus Movement, Inc. (EXOD), reported acquiring 3,238 restricted stock units (RSUs) on 10/02/2025, bringing her total beneficial ownership to 13,238 shares of Class A common stock. The filing shows the 3,238 RSUs were granted under the company's 2021 Equity Incentive Plan and vest in equal monthly installments through 10/01/2026.

The report also discloses 1,666 RSUs that were fully vested as of 09/01/2025 but were omitted from the reporting person's original Form 3 filed on 05/08/2024. The Form 4 was submitted by an attorney-in-fact and signed on 10/06/2025.