LifeMD, Inc. (LFMD) SEC Filings

LifeMD, Inc. (LFMD) director John R. Strawn Jr. reported two equity compensation grants of the company’s Common Stock. On May 4, 2026, he acquired 50,000 restricted shares that, per a footnote, vest immediately. On August 11, 2026, he received an additional 35,000 restricted shares that vest on June 1, 2027. Both awards were granted at a reported price of $0.00 per share, consistent with stock-based compensation rather than open-market purchases. A separate holding entry shows 60,000 shares of Common Stock held indirectly through Strawn Pickens LLP.

LifeMD, Inc. director Joseph DiTrolio reported an acquisition of 35,000 shares of common stock as a grant/award, with no cash price per share. These are restricted shares that vest on June 1, 2027. Following this grant, DiTrolio directly holds 308,413 shares of LifeMD common stock.

Simon Roberto reported acquisition or exercise transactions in this Form 4 filing.

LifeMD, Inc. director Roberto Simon reported three equity compensation awards of common stock on December 2, 2024. These were grants of restricted shares totaling 50,000; 6,162; and 24,648 shares at a stated price of $0.0000 per share. One grant vests on December 2, 2024, one vests immediately, and one vests on June 1, 2025.

Simon Roberto reported acquisition or exercise transactions in this Form 4 filing.

LifeMD, Inc. reported that director Simon Roberto received two equity awards of common stock. On May 4, 2026, he was granted 50,000 restricted shares that vested immediately. On August 11, 2026, he received 35,000 restricted stock units that are scheduled to vest on June 1, 2027.

LifeMD, Inc. director Calum Archibald MacRae reported a grant of 35,000 shares of common stock as an equity award. The restricted shares were acquired at $0.00 per share and are scheduled to vest on June 1, 2027. Following this award, MacRae directly holds 73,865 shares of LifeMD common stock.

LifeMD, Inc. reported telehealth revenue of $47.3 million for the quarter and $97.4 million for the six months ended June 30, 2026, compared with $49.0 million and $99.9 million a year earlier. Gross profit rose to $86.2 million for the six-month period as cost of telehealth revenue declined.

Higher spending, particularly in selling and marketing, drove total operating expenses to $102.3 million for six months, up from $88.5 million, resulting in an operating loss from continuing operations of $16.1 million. Net loss from continuing operations was $15.96 million, and net loss attributable to common stockholders was $17.51 million (loss per share $0.37 versus $0.08 in 2025), as prior-year results benefited from profitable discontinued operations.

Cash decreased by $11.64 million in six months to $25.1 million, with continuing operations using $6.48 million of operating cash flow. LifeMD has no debt outstanding, an undrawn $30 million revolving credit facility, and $44.6 million remaining under its at-the-market equity program; management expects these resources to cover at least 12 months of planned needs. A covenant breach on an interest coverage ratio as of March 31, 2026 was waived, and new leverage, fixed-charge coverage, and liquidity tests begin with the quarter ending September 30, 2026.

LifeMD, Inc. reported Q2 2026 telehealth revenue of $47.3 million, down 4% year-over-year but within guidance, as it shifts weight-management patients to branded GLP-1 therapies and longer-duration subscriptions. Gross margin expanded to about 89%, with roughly 84% of revenue from recurring subscriptions.

Active subscribers rose 20% to about 356,000, including 108,000 in the Weight Management Program. Despite this growth, GAAP net loss from continuing operations attributable to common stockholders widened to $7.9 million, or $0.16 per share, and adjusted EBITDA moved to a loss of about $3.5 million from a profit a year earlier.

LifeMD ended the quarter with $25.1 million of cash, no debt and $30 million of undrawn revolving credit capacity. Management launched a telehealth co-marketing collaboration for XYOSTED and highlighted improving Women’s Health trends.

For Q3 2026 the company guides to $48–$51 million of revenue and adjusted EBITDA between a $1 million loss and $2 million profit, and now expects full-year 2026 revenue of $205.5–$212.5 million and adjusted EBITDA between a $6.0 million loss and breakeven, both reduced from prior guidance.

Federated Hermes, Inc. reports shared beneficial ownership of 2,747,655 shares of LifeMD common stock, representing 5.68% of the class as of 06/30/2026. The filing lists voting and dispositive power as shared among Federated Hermes, the Voting Shares Irrevocable Trust, and named individuals and includes Rule 13d-4 disclaimers about beneficial ownership.

LifeMD, Inc. entered into an exclusive strategic co-marketing collaboration with Antares Pharma, a Halozyme subsidiary, to support a direct-to-patient self-pay program for XYOSTED, a once-weekly subcutaneous testosterone auto-injector. The program is expected to launch in July 2026 and will initially be available in 37 states.

LifeMD will act as the exclusive telehealth co-marketing partner, providing virtual clinician evaluation through its affiliated medical group and using its pharmacy as the preferred dispensing pharmacy to ship XYOSTED directly to patients’ homes. Both companies will jointly invest in consumer education and promotional initiatives about testosterone deficiency and the program.

The agreements have an initial three-year term with automatic one-year renewals, include a joint steering committee for governance, and allow either party to terminate the Statement of Work if budgeted co-marketing investments are not met for two consecutive quarters.