Welcome to our dedicated page for LENZ Therapeutics SEC filings (Ticker: LENZ), 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.
LENZ Therapeutics, Inc. filings document the company’s transition from ophthalmic product development to commercialization of VIZZ (aceclidine ophthalmic solution) 1.44% for presbyopia in adults. Form 8-K disclosures cover financial results, FDA approval and U.S. availability of VIZZ, product launch updates, safety-related communications, and capital-raising activity under an at-the-market sales agreement.
The company’s proxy and governance materials address shareholder voting matters, executive and board governance, material agreements, capital-structure disclosure, and operating and financial results. The filing record also captures regulatory and commercial disclosures tied to VIZZ, including product approval, launch-stage operations, financing transactions, and risk-related information relevant to a pharmaceutical company commercializing an ophthalmic prescription product.
LENZ Therapeutics reported its first commercial revenue in 2025 following the U.S. launch of VIZZ, its aceclidine-based eye drop for presbyopia. Product sales, net were $1.6 million for the fourth quarter and full year, reflecting initial uptake after FDA approval in July and launch in October.
Total 2025 revenue was $19.1 million, driven mainly by $17.5 million of ex-U.S. license payments and milestones. The company reported a 2025 net loss of $82.1 million, or $2.85 per share, as selling, general and administrative expenses rose to $91.1 million with the commercial build-out. Research and development spending declined to $18.7 million as late-stage trials concluded. LENZ ended 2025 with $292.3 million in cash, cash equivalents and marketable securities, which it expects to fund operations to post-launch positive operating cash flow.
Lenz Therapeutics, Inc. received an updated ownership report from Ridgeback Capital entities showing they no longer hold a meaningful stake in the company. In this Schedule 13G/A amendment, Ridgeback Capital Investments L.P. and related entities report beneficial ownership of 0 shares of Lenz common stock, representing 0.0% of the outstanding class as of the event date of 12/31/2025.
The filing confirms they have no sole or shared voting or dispositive power over any Lenz shares and that they now own 5% or less of the class. The reporting persons also certify that any securities referenced were not acquired and are not held for the purpose of changing or influencing control of Lenz Therapeutics.
FMR LLC and Abigail P. Johnson report significant passive ownership in LENZ THERAPEUTICS INC common stock. As of 12/31/2025, they beneficially owned 3,702,717.53 shares, representing 11.8% of the outstanding common stock, with sole dispositive power over these shares.
The filing states the position is held in the ordinary course of business and not to change or influence control of LENZ. Within this stake, Fidelity Growth Company Commingled Pool held 1,643,269.00 shares, or 5.3% of the total outstanding common stock at 12/31/2025.
BlackRock, Inc. filed an amended Schedule 13G reporting beneficial ownership of 1,537,723 shares of LENZ THERAPEUTICS, INC. common stock, representing 4.9% of the class as of the event date.
BlackRock reports sole power to vote 1,510,589 shares and sole power to dispose of 1,537,723 shares, with no shared voting or dispositive power. The filing states that the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of LENZ Therapeutics.
The ownership reflects positions held by certain BlackRock business units, with various underlying persons entitled to dividends or sale proceeds, and no single such person holding more than five percent of the total outstanding common shares.
LENZ Therapeutics, Inc. filed a current report to say it has released a press release with certain preliminary, unaudited financial results for the three months ended December 31, 2025, along with recent corporate updates. These figures are still subject to the company’s normal accounting and annual audit procedures and may change once that work is completed.
The press release is provided as Exhibit 99.1 and is furnished, not filed, meaning it is not automatically subject to certain Exchange Act liabilities or incorporated into other securities filings unless specifically referenced.
LENZ Therapeutics’ Chief Commercial Officer, Shawn Olsson, reported new equity awards. On January 2, 2026, Olsson received a stock option covering 84,200 shares of LENZ Therapeutics common stock at an exercise price of $16 per share, expiring on January 1, 2036. The option vests over time, with 25% of the shares vesting on the one-year anniversary of January 2, 2026 and the remaining shares vesting monthly thereafter while Olsson continues as a service provider.
On the same date, Olsson was also granted 14,000 restricted stock units, each representing a right to receive one share of common stock. These RSUs vest with 25% of the award vesting on the one-year anniversary of the January 2, 2026 grant date, and the rest vesting in equal installments every six months, subject to continued service.
LENZ Therapeutics, Inc. reported an equity grant to its Chief Medical Officer, Marc Odrich, effective January 2, 2026. He received a stock option for 84,200 shares of common stock with an exercise price of $16 per share, expiring on January 1, 2036. The option vests 25% one year after the January 2, 2026 vesting commencement date, with the remaining shares vesting monthly over three years, contingent on his continued service under the company’s 2024 Equity Incentive Plan.
Odrich also received 14,000 restricted stock units (RSUs), each representing one share of common stock. For this award, 25% of the RSUs vest one year after the January 2, 2026 grant date, with the remaining RSUs vesting in eight equal installments every six months, also subject to continued service. Both the options and RSUs are reported as directly owned following these grants.
LENZ Therapeutics Chief Financial Officer Daniel R. Chevallard received new equity awards. On January 2, 2026, he was granted a stock option for 84,200 shares of LENZ Therapeutics, Inc. common stock at an exercise price of $16 per share, with no cash paid for the option itself.
The filing also reports a grant of 14,000 restricted stock units, each representing one share of common stock. Both the option and RSUs vest over time starting from January 2, 2026, and vesting is conditioned on Mr. Chevallard continuing to serve as a Service Provider under the company’s 2024 Equity Incentive Plan.
LENZ Therapeutics described a recently reported retinal tear in a patient using VIZZ (aceclidine ophthalmic solution) 1.44% that was submitted to the FDA’s FAERS database. The company notes that FAERS data alone do not prove a causal relationship, but it reviewed the case under its pharmacovigilance procedures.
The patient had extensive prior retinal problems, including bilateral lattice degeneration, past peripheral laser treatment, and a previous retinal tear, and had not recently undergone a peripheral retinal exam before starting VIZZ. Several days after beginning therapy, on a non-dosing day, the patient noticed vision changes, was diagnosed with a retinal tear, treated with laser retinopexy, and is recovering well. Independent retina specialists highlighted multiple pre-existing risk factors, so any link to VIZZ remains uncertain. Retinal tears naturally occur at about 25 per 100,000 people per year, and this initial report does not change the company’s current safety expectations for VIZZ.
LENZ Therapeutics, Inc. (LENZ) reported a Form 4 for its Chief Commercial Officer, who executed an option exercise and related stock sales on 11/17/2025. The officer exercised a stock option to acquire 10,000 shares of common stock at $2.08 per share, then sold 4,212 shares at a weighted average price of $25.7385 and 5,788 shares at a weighted average price of $26.3669. After these transactions, the officer directly held 4,733 shares of common stock and 53,241 stock options. The sales were made under a Rule 10b5-1 trading plan entered into on August 12, 2025, which is a pre-arranged plan intended to structure trading in advance.