Neutron Holdings, Inc. (LIME) reported that Chief Executive Officer and director Ting Wayne Hsing-Yuan received a grant of 210,782 restricted stock units (RSUs) of common stock on September 15, 2026. According to the disclosure, these RSUs vest in approximately equal quarterly installments over three years, subject to his continuous service with the company, and each RSU represents a contingent right to receive one share of common stock.
On the same date, 13,227 shares of common stock were withheld by Neutron Holdings at a price of $30.49 per share to pay taxes due upon RSU vesting. The company states this was not an open market transaction. No Rule 10b5-1 trading plan is reported for these transactions.
Neutron Holdings, Inc. (LIME) reported that its Chief Financial Officer, Ann B. Gugino, received a grant of 110,661 shares of Common Stock on September 15, 2026, in the form of restricted stock units that vest in approximately equal quarterly installments over three years, subject to continued service. On the same date, 6,295 shares of Common Stock were withheld by the company to pay taxes upon RSU vesting, which was not an open market transaction.
Neutron Holdings, Inc. (LIME) reported that Chief Accounting Officer Ryan Michael S. received a grant of 9,881 restricted stock units on September 15, 2026, each RSU representing one share of Common Stock. The RSUs vest in approximately equal quarterly installments over three years, contingent on his continuous service. On the same date, 660 shares of Common Stock were withheld to pay taxes upon RSU vesting at a price of $30.49 per share, which is not an open market transaction. No Rule 10b5-1 trading plan is reported.
Neutron Holdings, Inc. (ticker LIME) reports an amended initial ownership statement for Chief Accounting Officer Ryan Michael S., clarifying his equity award disclosures. The amendment explains that his reported 26,785 directly held shares represent restricted stock units, each equal to one share of common stock, vesting in approximately equal quarterly installments over three years, subject to his continuous service with the company.
Neutron Holdings, Inc. (LIME) filed an amended Form 3 to correct a clerical error in a prior initial ownership report for Chief Executive Officer and director Ting Wayne Hsing-Yuan. The amendment clarifies that the reported 559,667 shares of Common Stock represent restricted stock units (RSUs), each RSU being a contingent right to receive one share of Common Stock. The RSUs vest in approximately equal quarterly installments over three years, subject to the reporting person's continuous service with Neutron Holdings.
Neutron Holdings, Inc. (LIME) filed an amended Form 3 for Chief Financial Officer Ann B. Gugino. The amendment corrects a clerical error in the description of her equity holdings, clarifying that 165,644 reported units represent restricted stock units (RSUs) that each may convert into one share of common stock.
The RSUs vest in approximately equal quarterly installments over three years, conditioned on Ms. Gugino’s continuous service with Neutron Holdings. Apart from this revised footnote description, all other aspects of the original Form 3 remain unchanged.
Uber Technologies, Inc., through its wholly owned subsidiary SMB Holding Corporation, reports beneficial ownership of 14,859,661 shares of Neutron Holdings, Inc. common stock. This represents 22.87% of the outstanding common stock, based on 64,984,190 shares issued as of July 31, 2026.
Uber has sole voting and dispositive power over all 14,859,661 shares and no shared voting or dispositive power. The securities are held by SMB Holding, identified as the relevant subsidiary of the reporting parent company.
Neutron Holdings, Inc. (Lime) reported strong growth and a major balance sheet cleanup for the quarter ended June 30, 2026. Revenue rose to $304.2 million, up 24% year over year, driven by a 22% increase in Average Operational Fleet and stable RVD. Total revenue for the first six months reached $474.4 million, up 26%.
Gross profit was $129.1 million for the quarter, while Adjusted EBITDA reached $84.2 million, up 11%. Reported net income jumped to $295.4 million, largely due to a $289.1 million discrete tax benefit from releasing the U.S. valuation allowance and the conversion of the 2020 and 2021 convertible notes. Those notes, totaling $211.6 million and $546.5 million of principal and PIK interest, converted into common stock, eliminating large debt balances and alleviating prior going‑concern doubts.
Stockholders’ equity improved to $682.2 million from a prior deficit, supported by note conversions and IPO‑related stock compensation recognition. However, Lime used cash overall: net cash from operating activities was $49.3 million, but heavy vehicle capex led to free cash flow of −$83.3 million. Cash and cash equivalents were $278.1 million with total cash, cash equivalents and restricted cash of $339.2 million. After quarter‑end, Lime completed an IPO raising $141.7 million net, repaid its $115.0 million term loan, entered a new $200.0 million revolving credit facility, and acquired a Canadian micromobility operator for about $8.5 million.
FMR LLC reports beneficial ownership of common stock of Neutron Holdings Inc. FMR LLC holds 9,212,828 shares of common stock, representing 14.4% of the class as of July 31, 2026. FMR LLC has sole voting power and sole dispositive power over these 9,212,828 shares, with no shared voting or dispositive power.
Abigail P. Johnson, a United States citizen, is also reported as a beneficial owner of 9,212,828 shares, or 14.4% of the common stock, with sole dispositive power but no sole or shared voting power. One or more other persons have rights to receive dividends or sale proceeds from these shares, but no such person has an interest equal to or exceeding five percent of Neutron Holdings Inc’s outstanding common stock. Certain subsidiary ownership and reporting relationships are described in an attached Exhibit 99.
Neutron Holdings (Lime) reported record second-quarter 2026 revenue of $304 million, up 24% year over year, in its first quarter as a public company. Net income was $295 million, supported by one-time IPO-related items, and Adjusted EBITDA reached $84 million, a 28% margin. Average operational fleet grew 22% to 407,707 vehicles, reflecting continued network expansion.
Management stated that proceeds from the recent IPO strengthened the balance sheet through the paydown of all outstanding long-term debt, and stockholders’ equity moved to a positive balance as of June 30, 2026. After the quarter, Lime acquired Neuron Mobility’s Canadian operations, expanding its footprint in key Canadian cities and regions.
For the third quarter of 2026, the company guides to revenue of $340–$360 million and Adjusted EBITDA of $120–$130 million. Full-year 2026 guidance calls for revenue of $1.04–$1.10 billion, Adjusted EBITDA of $265–$285 million, and capital expenditures of $180–$185 million.