Welcome to our dedicated page for Lensar SEC filings (Ticker: LNSR), 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.
LENSAR, Inc. filings document operating results and material events for a commercial-stage medical device company focused on robotic laser systems for cataract procedures. Form 8-K reports furnish quarterly and annual earnings releases, including disclosures on ALLY system activity, installed-base trends, and recurring revenue components such as procedure, lease, and service revenue.
The company’s filings also record capital and governance matters, including common stock listed on Nasdaq under LNSR, officer transition disclosures, and material agreements such as the Priority Credit Line Agreement. Amendments to material-event reports provide additional detail on credit-line terms, collateral arrangements, interest-rate mechanics, and default provisions.
LENSAR, Inc. filed an initial Form 3 for Michael A. Rossi, who serves as Interim CFO. This filing is a required disclosure when an executive becomes a reporting insider under SEC rules. The data provided show no reported transactions or holdings in this Form 3, so it functions purely as an initial registration of Mr. Rossi’s insider status with no share purchases, sales, or option exercises disclosed.
LENSAR, Inc. appointed Michael A. Rossi as Interim Chief Financial Officer and principal financial officer, effective May 29, 2026. Rossi, 52, has extensive healthcare and life sciences finance experience, including prior CFO roles at Access Vascular, ConcertAI and Harvard Bioscience.
The company entered a consulting agreement with Monomoy Advisors LLC, under which Monomoy makes Rossi available at a cash retainer of $375 per hour. LENSAR also set its 2026 virtual annual meeting for August 4, 2026, with holders of common stock and Series A Convertible Preferred Stock of record as of June 10, 2026 entitled to vote. Stockholder proposal and director nomination notices, including those under universal proxy rules, must be received by the company by the close of business on June 8, 2026.
Brandes Investment Partners amended a Schedule 13G to report beneficial ownership of 1,026,018 common shares of LENSAR, Inc., representing 8.48% of the class as of 09/30/2025. The amendment lists shared voting power of 937,207 shares and shared dispositive power of 1,026,018 shares. The filing is signed by Executive Director Glenn Carlson on 05/07/2026.
LENSAR, Inc. director and Chief Executive Officer Nicholas T. Curtis reported an administrative change in his share record related to vested restricted stock units. Mr. Curtis paid cash to cover associated tax withholding, so no shares were transferred and his direct holdings remained at 992,096 shares of common stock.
LENSAR, Inc. Chief Operating Officer Alan B. Connaughton reported a routine tax-related share disposition. On May 6, 2026, 2,739 shares of common stock were withheld by the company at $5.385 per share to cover tax obligations from vesting restricted stock units. After this non‑market transaction, he directly holds 354,330 shares of LENSAR common stock.
LENSAR, Inc. Chief Financial Officer Thomas R. Staab II reported a routine tax-related share disposition. On May 6, 2026, 1,350 shares of common stock were withheld at $5.385 per share to cover tax obligations triggered by vesting of restricted stock units. After this withholding, he holds 174,609 shares of LENSAR common stock directly. This was not an open-market sale but an automatic tax-withholding transaction.
LENSAR, Inc. Principal Accounting Officer Kendra Wong reported a routine tax-withholding transaction tied to equity compensation. On May 6, 2026, 864 shares of common stock, valued at $5.385 per share, were withheld to satisfy tax obligations from vesting restricted stock units. After this disposition, Wong directly holds 43,415 shares of common stock, which includes 2,043 shares acquired under the company’s 2020 Employee Stock Purchase Plan since February 20, 2025. This filing reflects administrative handling of taxes rather than an open-market trade.
LENSAR, Inc. reported quarterly revenue of $13.4 million, down slightly from $14.2 million a year earlier as system sales declined while procedure, lease and service revenue kept recurring revenue at 94% of the total. The company swung to net income of $36.3 million from a $27.3 million loss, driven mainly by a $23.9 million favorable change in warrant liabilities and $10.0 million of acquisition-related income from retaining the terminated Alcon merger deposit, plus a reduction of previously accrued deal costs. Core operations still used $4.3 million of operating cash, leaving $12.5 million in cash and $1.0 million in short-term investments as of March 31, 2026. Management continues to invest in commercialization of its ALLY Robotic Cataract Laser System, notes ongoing macroeconomic and tariff pressures on component costs, and believes current liquidity and expected sales are sufficient for at least the next 12 months.
LENSAR, Inc. reported first quarter 2026 results showing lower revenue but a sharp swing to reported profitability driven by one‑time items. Total revenue was $13.4 million, down 5% from $14.2 million a year earlier, mainly from a $1.8 million decline in system sales partly offset by higher procedure revenue.
Recurring revenue grew 9% to $12.6 million and represented 94% of total revenue, supported by 54,094 procedures and 7 new ALLY System placements, bringing the total installed base to about 440 systems and an ALLY backlog of 11 units. Net income reached $36.3 million, primarily from $10.0 million of acquisition‑related income tied to the terminated merger and $23.9 million of non‑cash income from changes in warrant liabilities, while Adjusted EBITDA was roughly breakeven at a $0.3 million loss. Cash, cash equivalents and investments were $13.5 million as of March 31, 2026.