Ikena Oncology SEC Filings

SharpLink Gaming, Inc. (Nasdaq: SBET) filed an 8-K disclosing two material events dated July 7-11, 2025.

1) ETH Sale and Purchase Agreement: On July 7 the Company agreed to purchase 10,000 ETH from the Ethereum Foundation for US$25.72 million (US$2,572.368 per ETH, based on the 24-hour VWAP beginning 12:00 a.m. UTC, July 8). Title to the tokens passed on first-block confirmation; closing occurred July 10. The contract contains standard reps, warranties and indemnities. The filing notes these tokens were not previously disclosed as part of the Company’s crypto holdings.

2) Letter Agreements & ATM Flexibility: Between July 8-10, SharpLink entered into letter agreements with multiple warrant and stock holders—including Consensys Software Inc. and Joseph Lubin—to waive share-reserve provisions in prior financing agreements. The waiver allows the Company to re-allocate already authorized shares to its May 30, 2025 At-The-Market (ATM) Sales Agreement with A.G.P./Alliance Global Partners until shareholders vote on a proposed authorized-share increase at a special meeting set for July 24, 2025. If approval is obtained, the Company must re-reserve shares underlying Strategic Advisor, Placement Agent and Pre-Funded Warrants. The Company is not obligated to sell stock under the ATM and may receive limited or no proceeds.

Investor takeaways:

• US$25.7 million cash outflow adds a volatile crypto asset to the balance sheet.
• Waivers provide near-term capital-raising flexibility but introduce potential dilution.
• Shareholder vote on July 24 is a gating item for restoring warrant share reserves.

Form 4 filing summary for Taylor Morrison Home Corp. (TMHC): Director Christopher J. Yip reported the acquisition of 387 deferred stock units (DSUs) on 06/30/2025. Each DSU is economically equivalent to one share of TMHC common stock and was received under the company’s Non-Employee Director Deferred Compensation Plan as an election to defer cash retainer and committee fees. The transaction is coded “A,” signifying an award and not an open-market purchase.

After the transaction, Yip’s aggregate holding stands at 14,664 DSUs. The units will settle in common shares upon the earlier of (i) 01-Sep-2027, (ii) the director’s separation from the board, or (iii) a change of control. No common-stock sales or purchases were reported, and no cash price was involved.

The award is relatively small in size and routine in nature, providing limited insights into the company’s near-term fundamentals or insider sentiment beyond ongoing board-level equity alignment.

Schedule 13D/A Amendment No. 4 filed by OrbiMed-affiliated entities discloses a material change in their ownership of Ikena Oncology, Inc. (NASDAQ: IKNA) common stock.

On 14 June 2025 OrbiMed Private Investments VI, LP (OPI VI), OrbiMed Genesis Master Fund, L.P. (Genesis) and Worldwide Healthcare Trust PLC (WWH) notified the issuer that they were raising the beneficial-ownership cap on their Non-Voting Shares from 9.99 % to 19.99 %. Because of this action, 6,042,193 Non-Voting Shares will automatically convert into voting common shares 61 days after the notice date. The conversion lifts the total number of shares the “Reporting Persons” may be deemed to own by more than 1 %, triggering this amendment.

Post-conversion beneficial ownership (based on 47,931,718 total shares assumed outstanding):

• OrbiMed Advisors LLC – 8,008,913 shares (16.71 % of class) with shared voting & dispositive power.
• OrbiMed Capital GP VI LLC (general partner of OPI VI) – 7,768,790 shares (16.21 %).
• OrbiMed Capital LLC (investment adviser to WWH) – 1,572,638 shares (3.28 %) held with sole voting & dispositive power.
• OrbiMed Genesis GP LLC – 240,123 shares (0.50 %).

The filing reiterates historical agreements connected to OrbiMed’s 2023‐backed merger between IKNA and Pionyr Immunotherapeutics, including Investors’ Rights, Support and Contingent Value Rights (CVR) agreements that grant demand, piggy-back and Form S-3 registration rights, lock-up provisions, and a 50 % share in net proceeds from any sale of Pionyr’s legacy assets.

No immediate plans to alter IKNA’s strategy, board or capital structure are declared. OrbiMed states it may acquire or dispose of shares opportunistically, depending on market conditions.