Honest Company, Inc. SEC Filings

Honest Company, Inc. (HNST) reported an insider transaction by its Chief Innovation Officer on a Form 4. On 11/20/2025, the officer sold 10,595 shares of common stock at a price of $2.6 per share. The filing explains that the sale was made under an approved sell-to-cover plan for executive officers and was conducted solely to cover tax liabilities arising from the vesting of a previously granted Restricted Stock Unit (RSU) award.

After this transaction, the officer beneficially owned 399,662 shares of Honest Company common stock, which includes 252,933 RSUs payable in an equivalent number of shares. The filing indicates that this is a routine equity compensation and tax withholding event rather than a discretionary open-market sale of the full holdings.

Honest Company, Inc. (HNST) reported an insider transaction by its Chief Executive Officer, who is also a director. On 11/20/2025, the CEO sold 97,505 shares of common stock at a price of $2.60 per share, coded as an "S" transaction. The company explains that this sale was made under an approved sell-to-cover plan, with shares sold solely to cover tax liabilities arising from the vesting of previously granted Restricted Stock Units (RSUs).

After this transaction, the CEO beneficially owned 2,901,488 shares of Honest Company common stock, which includes 1,872,267 RSUs that are payable in an equivalent number of shares. The filing indicates the ownership is held directly and is reported as a single reporting person.

Honest Company, Inc. (HNST)11/20/2025, the officer sold 5,071 shares of common stock at $2.60 per share. The filing explains that the sale was made under an approved sell-to-cover plan to pay taxes due when previously granted restricted stock units (RSUs) vested.

After this transaction, the officer beneficially owns 285,808 shares of Honest Company common stock, which includes 187,753 RSUs that will be settled in the same number of shares. The form is filed as a single-reporting-person Form 4 and notes that the transaction relates to equity compensation rather than an open-market reduction of the overall position.

The Honest Company, Inc. (HNST) reported an insider stock transaction by its General Counsel on a Form 4. On 11/20/2025, the officer sold 11,849 shares of common stock at $2.60 per share, coded as an "S" transaction. The filing explains that the sale was made under an approved sell-to-cover plan, with shares sold solely to pay taxes triggered by the vesting of a previously granted restricted stock unit (RSU) award.

After this transaction, the officer beneficially owns 556,739 shares of Honest Company common stock, which includes 247,960 RSUs that can settle in an equivalent number of shares. The filing is made by one reporting person in the capacity of an executive officer.

Honest Company, Inc. (HNST) reported an insider transaction by its SVP, Customer Sales. On 11/20/2025, the executive sold 4,722 shares of common stock at $2.6 per share, coded as an "S" sale. The company explains that the sale was made under an approved sell-to-cover plan and the shares were sold solely to cover tax liabilities arising from the vesting of a prior Restricted Stock Unit (RSU) award.

Following this transaction, the executive beneficially owns 293,424 shares, which includes 255,734 RSUs that will be settled in an equivalent number of Honest Company common shares.

Honest Company, Inc. (HNST) reported an insider transaction by its Chief Growth Officer on a Form 4. On 11/20/2025, the officer sold 28,896 shares of common stock at $2.60 per share. The company explains that the sale was made under an approved sell-to-cover plan for executive officers, meaning the shares were sold solely to cover tax liabilities triggered by the vesting of previously granted Restricted Stock Units (RSUs).

After this transaction, the officer beneficially owns 863,698 shares of Honest Company common stock, which includes 497,717 RSUs that will be settled in an equivalent number of shares. This filing highlights an administrative tax-related sale rather than a discretionary reduction in overall exposure to the company’s stock.

Honest Company, Inc. (HNST) executive Chief People Officer reported a routine sale of company stock. On 11/20/2025, the officer sold 4,767 shares of common stock at $2.60 per share in a transaction coded as "S". The filing explains that the sale was made under an approved sell-to-cover plan, with shares sold solely to cover tax obligations arising from the vesting of previously granted Restricted Stock Units (RSUs).

After this transaction, the officer beneficially owned 262,624 shares of Honest Company common stock, including 207,026 RSUs that will be settled in an equal number of shares. The form is filed by one reporting person and reflects an administrative equity and tax-management event rather than a discretionary open-market sale.

The Honest Company, Inc. reported a modest profit in Q3 2025 as cost controls offset softer sales. Revenue was $92.571 million, down from $99.237 million a year ago, while gross profit was $34.489 million. Operating income was $0.313 million and net income was $0.758 million; diluted EPS was $0.01.

For the first nine months, revenue reached $283.280 million with net income of $7.883 million, a notable swing from a loss last year, as selling, general and administrative expenses declined. Cash and cash equivalents were $71.453 million, and total stockholders’ equity rose to $190.185 million. The company remains in compliance with its $35 million revolving credit facility, with $31.5 million available and $1.5 million in letters of credit outstanding.

Subsequent to quarter-end, the board approved “Transformation 2.0: Powering Honest Growth,” including exits from Honest.com fulfillment, apparel, and Canada retail/online, plus cost and supply chain actions. The company expects pre-tax charges of approximately $25.0–$35.0 million, substantially completed by December 31, 2026.

The Honest Company (HNST) announced a new restructuring program, “Transformation 2.0: Powering Honest Growth.” Approved on October 30, 2025, the plan targets simplicity, focus and profitability by exiting certain lower margin, non‑strategic categories and channels. Actions include exiting Honest.com fulfillment and apparel and closing retail and online stores in Canada, alongside cost structure optimization and supply chain efficiencies.

The company estimates total costs of $25.0–$35.0 million recognized through the first quarter of 2027, including $15.0–$25.0 million of restructuring costs tied to employee-related actions, contract terminations, asset-related costs and other exit activities. Annualized benefits are expected in the range of $8.0–$15.0 million, with benefits beginning in 2026. Cash outlays tied to the plan are projected at $15.0–$20.0 million for full-year 2026, with an immaterial amount in the fourth quarter of 2025. The restructuring element is expected to be substantially completed by December 31, 2026.