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Novel Inspiration gains IRIDEX (IRIX) shares as quarterly note interest

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

IRIDEX CORP disclosed a non-cash equity transaction with a major shareholder. Novel Inspiration International Co., Ltd., a 10% owner, received 111,997 shares of common stock as a quarterly interest payment on a Convertible Promissory Note issued on March 19, 2025. After this issuance, Novel Inspiration directly beneficially owns 551,429 shares, which are also indirectly beneficially owned by Shih-Yao David Lin as the sole officer, director and stockholder of Novel Inspiration.

Positive

  • None.

Negative

  • None.
Insider Novel Inspiration International Co., Ltd., Lin Shih-Yao David
Role null | null
Type Security Shares Price Value
Other Common Stock 111,997 $0.00 --
Holdings After Transaction: Common Stock — 551,429 shares (Direct, null)
Footnotes (1)
  1. This Form 4 is filed jointly by Novel Inspiration International Co., Ltd. ("Novel Inspiration") and Shih-Yao David Lin. Mr. Lin is the sole officer, director and stockholder of Novel Inspiration. The shares were issued as a quarterly interest payment on the Convertible Promissory Note issued March 19, 2025 by the Issuer to Novel Inspiration. The shares are beneficially owned directly by Novel Inspiration and indirectly by Mr. Lin.
Shares issued as interest 111,997 shares Quarterly interest payment on Convertible Promissory Note
Shares held after transaction 551,429 shares Novel Inspiration direct beneficial ownership following issuance
Transaction price per share $0.0000 per share Reported Form 4 transaction price for issued shares
Transaction date July 7, 2026 Date of other acquisition or disposition (code J)
Convertible Note date March 19, 2025 Date of Convertible Promissory Note referenced for interest
Restructuring shares 111,997 shares Classified as restructuring under transaction summary
Convertible Promissory Note financial
"The shares were issued as a quarterly interest payment on the Convertible Promissory Note issued March 19, 2025"
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.
quarterly interest payment financial
"The shares were issued as a quarterly interest payment on the Convertible Promissory Note"
beneficially owned financial
"The shares are beneficially owned directly by Novel Inspiration and indirectly by Mr. Lin"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
ten percent owner financial
"Novel Inspiration International Co., Ltd. is listed as a ten percent owner"
Other acquisition or disposition financial
"transaction_code_description: Other acquisition or disposition"
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FAQ

What insider transaction did IRIDEX (IRIX) report in this Form 4?

IRIDEX reported that Novel Inspiration International Co., Ltd. received 111,997 shares of common stock. These shares were issued as a quarterly interest payment on a Convertible Promissory Note, making the transaction a non-cash equity issuance rather than an open-market trade.

Who is Novel Inspiration International Co., Ltd. in relation to IRIDEX (IRIX)?

Novel Inspiration International Co., Ltd. is a ten percent owner of IRIDEX common stock. It directly holds the reported shares, while Shih-Yao David Lin, its sole officer, director and stockholder, is considered an indirect beneficial owner of those same IRIDEX shares.

How many IRIDEX (IRIX) shares did Novel Inspiration receive, and why?

Novel Inspiration received 111,997 IRIDEX common shares. The filing states these shares were issued as a quarterly interest payment on a Convertible Promissory Note dated March 19, 2025, meaning interest on the note was paid in stock instead of cash.

What is Novel Inspiration’s IRIDEX (IRIX) shareholding after this transaction?

After the transaction, Novel Inspiration directly beneficially owns 551,429 IRIDEX common shares. The Form 4 also explains that these shares are indirectly beneficially owned by Shih-Yao David Lin through his role as the sole officer, director and stockholder of Novel Inspiration.

How is Shih-Yao David Lin connected to this IRIDEX (IRIX) Form 4 transaction?

Shih-Yao David Lin is the sole officer, director and stockholder of Novel Inspiration International Co., Ltd. The filing states the IRIDEX shares are beneficially owned directly by Novel Inspiration and indirectly by Mr. Lin through his control of that entity.

What does the Form 4 say about the nature of this IRIDEX (IRIX) transaction?

The transaction is coded as “J,” described as an other acquisition or disposition. The Form 4 clarifies that the new IRIDEX shares were issued as a quarterly interest payment on a Convertible Promissory Note, rather than being bought or sold on the market.
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*
Novel Inspiration International Co., Ltd.

(Last)(First)(Middle)
VISTRA CORPORATE SERVICES CENTER
WICKHAMS CAY II

(Street)
ROAD TOWN, TORTOLAVG1110

(City)(State)(Zip)

VIRGIN ISLANDS, BRITISH

(Country)
2. Issuer Name and Ticker or Trading Symbol
IRIDEX CORP [ IRIX ]
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)
07/07/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
Form filed by One Reporting Person
XForm 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 Stock(1)07/07/2026J(2)111,997A(2)551,429D(3)
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
1. Name and Address of Reporting Person*
Novel Inspiration International Co., Ltd.

(Last)(First)(Middle)
VISTRA CORPORATE SERVICES CENTER
WICKHAMS CAY II

(Street)
ROAD TOWN, TORTOLAVG1110

(City)(State)(Zip)

VIRGIN ISLANDS, BRITISH

(Country)

Relationship of Reporting Person(s) to Issuer
DirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Lin Shih-Yao David

(Last)(First)(Middle)
VISTRA CORPORATE SERVICES CENTER
WICKHAMS CAY II

(Street)
ROAD TOWN, TORTOLAVG1110

(City)(State)(Zip)

VIRGIN ISLANDS, BRITISH

(Country)

Relationship of Reporting Person(s) to Issuer
DirectorX10% Owner
Officer (give title below)Other (specify below)
Explanation of Responses:
1. This Form 4 is filed jointly by Novel Inspiration International Co., Ltd. ("Novel Inspiration") and Shih-Yao David Lin. Mr. Lin is the sole officer, director and stockholder of Novel Inspiration.
2. The shares were issued as a quarterly interest payment on the Convertible Promissory Note issued March 19, 2025 by the Issuer to Novel Inspiration.
3. The shares are beneficially owned directly by Novel Inspiration and indirectly by Mr. Lin.
Novel Inspiration International Co., Ltd. By: /s/ Shih-Yao David Lin, Chief Executive Officer07/07/2026
/a/ Shih-Yao David Lin07/07/2026
** 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)