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Jaguar Health (JAGX) cites major subsequent events in delaying Q2 2026 10-Q

(High)
(Negative)
Form Type
NT 10-Q

Rhea-AI Filing Summary

Jaguar Health, Inc. filed a notice that its Quarterly Report on Form 10-Q for the quarter ended June 30, 2026 will be filed late. The company cites delays in obtaining and compiling information, including significant and material subsequent event transactions, and states that these delays could not be resolved without unreasonable effort and expense.

Jaguar Health states that, in reliance on Rule 12b-25, it expects to file the Form 10-Q no later than the fifth calendar day following the prescribed due date. The company also cautions that previously unknown issues related to its financial statements or internal control over financial reporting could be identified and may lead to changes in anticipated results, potential delays beyond the permitted 5-day period, and possible volatility in its stock price.

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Rule 12b-25 regulatory
"In accordance with <b>Rule 12b-25</b> of the Securities Exchange Act of 1934"
Rule 12b-25 is an SEC filing provision that lets a company notify regulators and the public that it cannot file a required periodic report (like a quarterly or annual report) on time and explains the reason for the delay. For investors, the notice is a formal heads-up that financial information will arrive late—similar to a company calling to say it will be late turning in homework—so it signals increased uncertainty and may affect trading and risk assessments until the filing is available.
subsequent event transactions financial
"including significant and material <b>subsequent event transactions</b>"
forward-looking statements regulatory
"This notification on Form 12b-25 contains certain “<b>forward-looking statements</b>”"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

FAQ

Why did Jaguar Health (JAGX) file an NT 10-Q for the June 30, 2026 quarter?

Jaguar Health filed an NT 10-Q because it could not complete its Form 10-Q due to delays in obtaining and compiling information, including significant and material subsequent event transactions, which it states could not be resolved without unreasonable effort and expense.

When does Jaguar Health (JAGX) expect to file its delayed June 30, 2026 Form 10-Q?

Jaguar Health states it will file the Form 10-Q for the quarter ended June 30, 2026 no later than the fifth calendar day following the prescribed due date, in reliance on Rule 12b-25 under the Securities Exchange Act of 1934.

Does Jaguar Health (JAGX) reference significant subsequent events in connection with the late 10-Q?

Yes. Jaguar Health explains that preparing the Form 10-Q was delayed by the need to address significant and material subsequent event transactions, which are among the information items that had to be obtained and compiled for inclusion.

Is Jaguar Health (JAGX) indicating a significant change in results of operations in the upcoming 10-Q?

The notification mentions potential changes tied to subsequent event transactions and possible issues in financial statements or internal controls, but does not provide specific quantitative details about changes in results of operations within this notice.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

 

FORM 12b-25

 

 

SEC FILE NUMBER 001-36714

CUSIP NUMBER 47010C 862

NOTIFICATION OF LATE FILING

 

(Check one):   

☐ Form 10-K  ☐ Form 20-F  ☐ Form 11-K  ☒ Form 10-Q

☐ Form 10-D  ☐ Form N-CEN  ☐ Form N-CSR

  For Period Ended: June 30, 2026
  ☐ Transition Report on Form 10-K
  ☐ Transition Report on Form 20-F
  ☐ Transition Report on Form 11-K
  ☐ Transition Report on Form 10-Q
  For the Transition Period Ended:  

 

 

Read Instructions (on back page) Before Preparing Form. Please Print or Type.

Nothing in this Form shall be construed to imply that the Commission has verified any information contained herein.

 

If the notification relates to a portion of the filing checked above, identify the Item(s) to which the notification relates:

 

   

 

PART I — REGISTRANT INFORMATION

Jaguar Health, Inc.

Full Name of Registrant

Former Name if Applicable

200 Pine Street, Suite 400

Address of Principal Executive Office (Street and Number)

San Francisco, California, 94104

City, State and Zip Code

PART II — RULES 12b-25(b) AND (c)

If the subject report could not be filed without unreasonable effort or expense and the registrant seeks relief pursuant to Rule 12b-25(b), the following should be completed. (Check box if appropriate)

 

☒     (a)   The reason described in reasonable detail in Part III of this form could not be eliminated without unreasonable effort or expense;
  (b)   The subject annual report, semi-annual report, transition report on Form 10-K, Form 20-F, Form 11-K, Form N-CEN or Form N-CSR, or portion thereof, will be filed on or before the fifteenth calendar day following the prescribed due date; or the subject quarterly report or transition report on Form 10-Q or subject distribution report on Form 10-D, or portion thereof, will be filed on or before the fifth calendar day following the prescribed due date; and
  (c)   The accountant’s statement or other exhibit required by Rule 12b-25(c) has been attached if applicable.

PART III — NARRATIVE

State below in reasonable detail why Forms 10-K, 20-F, 11-K, 10-Q, 10-D, N-CEN, N-CSR, or the transition report or portion thereof, could not be filed within the prescribed time period. (Attach extra sheets if needed.)

Jaguar Health, Inc. (the “Registrant”) could not complete the filing of its Annual Report on Form 10-Q for the quarter ended June 30, 2026 (the “Form 10-Q”) due to a delay in obtaining and compiling information required to be included in the Form 10-Q including significant and material subsequent event transactions, which delay could not be eliminated by the Registrant without unreasonable effort and expense. In accordance with Rule 12b-25 of the Securities Exchange Act of 1934, as amended, the Registrant will file the Form 10-Q no later than the fifth calendar day following the prescribed due date.

PART IV — OTHER INFORMATION

 

(1)     Name and telephone number of person to contact in regard to this notification
    Carol Lizak     415     896-2580
    (Name)     (Area Code)     (Telephone Number)
(2)     Have all other periodic reports required under Section 13 or 15(d) of the Securities Exchange Act of 1934 or Section 30 of the Investment Company Act of 1940 during the preceding 12 months or for such shorter period that the registrant was required to file such report(s) been filed? If answer is no, identify report(s). Yes ☒ No ☐
   
(3)     Is it anticipated that any significant change in results of operations from the corresponding period for the last fiscal year will be reflected by the earnings statements to be included in the subject report or portion thereof? Yes ☐ No ☒
    If so, attach an explanation of the anticipated change, both narratively and quantitatively, and, if appropriate, state the reasons why a reasonable estimate of the results cannot be made.

* * *

Cautionary Note Regarding Forward-Looking Statements:

This notification on Form 12b-25 contains certain “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These forward-looking statements can be identified by the fact that they do not relate strictly to historical or current facts and include words such as “anticipates,” “expects,” “believes,” “intends” or words of similar meaning or the negatives thereof. These forward-looking statements include, but are not necessarily limited to, statements about the Registrant’s results of operations to be reported in its quarterly report on Form 10-Q and the Registrant’s ability to file its quarterly report on Form 10-Q within the period prescribed under Rule 12b-25.

 

 


The forward-looking statements contained herein are subject to risks and uncertainties, many of which are beyond our control, including the possibility that we may discover previously unknown issues relating to our financial statements or internal control over financial reporting and such issues may result in additional changes in the results of operation that we presently expect to report, possible further delays in finalizing our quarterly report on Form 10-Q, including delays that extend beyond the 5-day period during which late filings are permitted, as well as other risks and uncertainties described in the reports that we file with the Securities and Exchange Commission. Any such result may cause volatility in our stock price, a loss of confidence in our management team and other potential negative effects on the Registrant. If one of these risks or uncertainties occurs, actual results or outcomes may vary materially from those described in the forward-looking statements as expected, anticipated, believed, estimated, intended, planned or otherwise. Forward-looking statements speak only as of the date on which they are made. We undertake no obligation to update any forward-looking statements to reflect circumstances or events that occur after the date the forward-looking statements are made.


JAGUAR HEALTH, INC.

(Name of Registrant as Specified in Charter)

has caused this notification to be signed on its behalf by the undersigned hereunto duly authorized.

 

Date   August 14, 2026     By  

/s/ Carol Lizak

       

Carol Lizak

       

Chief Financial Officer

INSTRUCTION: The Form may be signed by an executive officer of the registrant or by any other duly authorized representative. The name and title of the person signing the Form shall be typed or printed beneath the signature. If the statement is signed on behalf of the registrant by an authorized representative (other than an executive officer), evidence of the representative’s authority to sign on behalf of the registrant shall be filed with the Form.

 

ATTENTION

 

Intentional misstatements or omissions of fact constitute Federal Criminal Violations (See 18 U.S.C. 1001).