LENZ THERAPEUTICS INC SEC Filings

LENZ Therapeutics disclosed an insider purchase. A Director bought 10,500 shares of common stock on 11/07/2025 at a weighted-average price of $22.7884. After the transaction, the Director beneficially owns 10,500 shares directly and 620,599 shares indirectly through a trust. The indirect holdings include 95,034 shares transferred to the McCollum Living Trust on June 6, 2024.

LENZ Therapeutics (LENZ) reported an insider purchase by its Chief Financial Officer, Daniel R. Chevallard. On 11/07/2025, he bought common stock in two open‑market transactions coded “P”: 20 shares at $22.71 and 2,178 shares at $22.7561. Following these trades, he directly owns 5,386 shares.

LENZ Therapeutics (LENZ) reported Q3 2025 results and highlighted FDA approval of VIZZ. The company recorded $12.5 million in license revenue in the quarter and $17.5 million year-to-date. Operating expenses rose with commercialization activities, led by selling, general and administrative of $27.6 million and research and development of $3.8 million, resulting in a net loss of $16.7 million (basic and diluted loss per share of $0.59).

LENZ ended September 30, 2025 with $202.2 million in cash, cash equivalents, and marketable securities and reported 28,540,519 weighted‑average shares outstanding for the quarter. The company sold 920,500 shares via its at‑the‑market program during the nine months ended September 30, 2025 for $26.1 million in net proceeds, and subsequently sold 2,698,134 shares in October at a weighted‑average price of $45.79. On July 31, 2025, the FDA approved VIZZ (aceclidine ophthalmic solution) 1.44% for presbyopia in adults.

LENZ Therapeutics, Inc. furnished a Form 8-K announcing its financial results for the quarter ended September 30, 2025. The company issued a press release, attached as Exhibit 99.1, and incorporated by reference.

The Item 2.02 disclosure and the press release are furnished and not deemed “filed” for purposes of Section 18 of the Exchange Act. Exhibits include the press release (99.1) and the cover page interactive data file (104).

Versant entities reported insider sales of 224,974 shares of LENZ Therapeutics, Inc. (LENZ) on 09/30/2025. The Form 4 shows multiple sales by related reporting persons (including Versant Venture Capital VI, L.P. and affiliated Versant GP and Vantage entities) executed at weighted-average prices in ranges of $45.00–$45.99, $46.00–$46.99, and $47.00–$47.02. Post-transaction beneficial ownership amounts are disclosed for direct and indirect holdings, with several Versant entities retaining substantial positions (for example, 1,133,842 shares reported as directly owned by one entity and 842,162 shares indirectly held by another). The filing is signed by Max Eisenberg for the Versant reporting entities on 10/02/2025. The footnotes explain that reported prices are weighted averages from multiple transactions and identify the chain of general partners that may share voting and investment power over the disclosed holdings.

Versant entities reported multiple sales of LENZ Therapeutics common stock on 09/18/2025. The Form 4 shows a series of dispositions at weighted-average prices of $41.5908 (sales between $41.25 and $42.24) and $43.0038 (sales between $42.25 and $43.24), plus small sales at $43.30.

Reported transactions include direct and indirect sales: for example, 49,479 and 40,907 shares sold directly and 24,370 and 20,148 shares sold indirectly across the two weighted-average-price groups. The filings list 1,224,718; 1,183,811; and related post-transaction beneficial ownership totals for the reporting entities, and note 842,162 shares held indirectly by Versant Vantage II, L.P.

Versant investment funds disclosed holdings and recent sales of LENZ Therapeutics common stock. Multiple Versant entities report beneficial ownership stakes of 1,183,543 shares (4.1%) for Versant VI, 842,162 shares (3.0%) for Versant Vantage II, and 926,691 shares (3.2%) for Versant VII (the latter includes 70,534 shares issuable on a warrant). The filing lists a series of open-market dispositions in August and September 2025 by Versant VI and Versant VII, including sales on August 22, August 25, August 26 and September 18, 2025 that generated aggregate proceeds in the low millions on each date (examples: Versant VI sold 90,654 shares on September 18, 2025 for approximately $3,828,631.71; Versant VII sold 44,650 shares that same date for approximately $1,885,723.80). The Amendment updates Item 5 of the prior Schedule 13D filings and states that only the amended items are changed, leaving prior disclosures unchanged.