Welcome to our dedicated page for Immersion SEC filings (Ticker: IMMR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Immersion Corporation (NASDAQ: IMMR) files a range of documents with the U.S. Securities and Exchange Commission that provide detailed insight into its haptics-focused intellectual property licensing business and its consolidated interest in Barnes & Noble Education. On this SEC filings page, investors can review Immersion’s annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K, along with other regulatory submissions.
Immersion’s periodic reports discuss royalty and license revenue from its haptic technology portfolio, development contract and service fees, and the impact of consolidating Barnes & Noble Education, which operates campus bookstores, textbook wholesale operations, and inventory management hardware and software services. These filings also explain the company’s use of non-GAAP financial measures, with reconciliations that separate items such as stock-based compensation, depreciation and amortization, restructuring charges, and acquisition-related costs from GAAP results.
Recent filings include Notifications of Late Filing on Form 12b-25 and Form 8-K reports describing delayed 10-K and 10-Q filings, Nasdaq notices under Listing Rule 5250(c)(1), and the Board’s conclusion that certain previously issued interim financial statements should no longer be relied upon. These documents outline the planned restatement of specific periods, the internal investigation at Barnes & Noble Education into the recording of cost of sales and digital sales, and anticipated material weaknesses in internal control over financial reporting.
Investors can also find 8-K filings covering dividend declarations, the adoption of a shareholder rights plan and related Rights Agreement, and information about the timing of the annual meeting of stockholders. Together, these filings allow readers to analyze Immersion’s financial reporting, governance decisions, capital allocation, and its integration of Barnes & Noble Education using both GAAP and non-GAAP perspectives, supported by AI-powered summaries and real-time updates from EDGAR.
Immersion Corporation notified the SEC that it cannot timely file its Quarterly Report on Form 10-Q for the fiscal quarter ended January 31, 2026 without unreasonable effort or expense. The company previously identified restatements in prior quarterly periods and has filed amended Form 10-K materials addressing the Restatement.
The Company says it will file the January 31, 2026 Form 10-Q as soon as practicable after filing the outstanding Form 10-Qs for the quarters ended July 31, 2025 and October 31, 2025. The notification is signed by CFO J. Michael Dodson on March 18, 2026.
Immersion Corporation filed Amendment No. 1 to its annual report originally submitted on March 12, 2026. The sole purpose is to replace an incorrect Auditor Consent from Plante & Moran, PLLC for the year ended December 31, 2023 with the correct version.
The amendment also includes updated CEO and CFO certifications required by Sections 302 and 906 of the Sarbanes-Oxley Act, dated as of this amendment’s filing date. The company states that no other changes were made to the original filing. As of October 31, 2024, non‑affiliate common stock had an aggregate market value of $227,763,695, and 32,921,888 shares were outstanding on March 4, 2026.
Immersion Corporation is calling a virtual-only FY 2025 Annual Meeting of Stockholders on April 6, 2026, at 10:00 a.m. Eastern Time. Holders of 32,921,888 common shares outstanding as of February 6, 2026 may vote online on three main items.
Stockholders will elect five directors, vote on ratifying BDO USA, P.C. as independent auditor for the fiscal year ending April 30, 2026, and cast an advisory vote on executive pay. The board recommends voting in favor of all proposals and explains detailed governance practices, director qualifications, and compensation programs.
Immersion Corporation reported that it has now filed its Annual Report on Form 10‑K for the fiscal year ended April 30, 2025, after significant delays tied to an investigation and financial restatement involving Barnes & Noble Education, Inc., a consolidated variable interest entity. Those investigations prevented management from completing the financial reporting process for the quarters ended July 31, 2025 and October 31, 2025 and the FY 2025 year-end on a normal schedule, leaving multiple quarterly reports and the 10‑K as delayed filings. The company states it is working to complete all remaining delayed reports promptly to regain compliance with SEC requirements and Nasdaq listing standards. Because of the late 10‑K, the Board has postponed the 2025 Annual Meeting of Stockholders to April 6, 2026, with details on the meeting location to be provided in a forthcoming proxy statement.
Immersion Corporation’s annual report centers on a major restatement and the consolidation of Barnes & Noble Education (BNED). After an internal investigation at BNED, the board determined several 2024–2025 interim financial statements should not be relied upon and restated them in this report. Adjustments include lease accounting errors, a $4.6 million textbook rental write-off, a $1.3 million legal settlement reclassified to an earlier quarter, revenue timing changes that reduced one quarter’s revenue by $3.9 million, and business-combination revisions that increased goodwill by $54.9 million and reduced noncontrolling interest by $55.6 million.
Immersion acquired a 42% stake and board control of BNED through a $50.1 million investment as part of $95 million of new equity capital that allowed BNED to pay down $80.7 million of debt and refinance a $325 million credit facility. Management concluded disclosure controls and internal control over financial reporting were not effective as of April 30, 2025 and is implementing remediation. The company also adopted a Dodd‑Frank clawback policy and reports that no excess incentive compensation was identified for recovery. As of March 4, 2026, 32,921,888 common shares were outstanding.
IMMERSION CORP institutional manager filed a Form 13F Holdings Report showing a Form 13F information table value total of $145,921,207. The report lists 8 holdings and names 2 other included managers. It was signed by Eric Singer as President, CEO and Chairman.
Immersion Corporation reported that it received a Nasdaq Staff Determination Letter on February 10, 2026 due to continued non-compliance with Nasdaq Listing Rule 5250(c)(1), which requires timely SEC filings. The company has not filed its Form 10-K for the fiscal year ended April 30, 2025 and its Forms 10-Q for the quarters ended July 31, 2025 and October 31, 2025, because audit committee investigations at Immersion and its consolidated subsidiary Barnes & Noble Education, Inc. are leading to a restatement of previously issued financial information.
The letter does not immediately suspend trading or delist Immersion’s securities. Immersion plans to request a hearing before a Nasdaq Hearings Panel, seek an extended stay of any suspension, and continue working to complete and file the delayed reports to regain compliance, though there is no assurance additional time will be granted.
Immersion Corporation director and Chief Strategy Officer William C. Martin received 6,588 shares of common stock on January 30, 2026, as compensation in lieu of cash salary. The shares were issued at a stated price of $0 per share under a stock-for-salary arrangement covering the three months ended January 31, 2026.
After this grant, Martin directly beneficially owns 1,392,227 shares of Immersion common stock. The number of shares issued was based on his net salary for the period, after required tax withholdings and cash payments, divided by the closing stock price on January 30, 2026.
The Vanguard Group has filed a Schedule 13G reporting beneficial ownership of 2,322,319 shares of Immersion Corp common stock, representing 7.06% of the class as of December 31, 2025. Vanguard reports shared voting power over 201,148 shares and shared dispositive power over all 2,322,319 shares, with no sole voting or dispositive authority.
Vanguard states the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Immersion. The filing notes an internal realignment on January 12, 2026, after which certain Vanguard subsidiaries are expected to report beneficial ownership separately while pursuing the same investment strategies.