Lantheus Holding SEC Filings

Lantheus Holdings, Inc. (LNTH)November 17, 2025, the reporting person received 14,285 restricted stock units that will vest in full on November 17, 2026. The filing shows direct ownership of 332,935 shares of common stock after this grant, plus additional indirect holdings through several trusts.

The insider also received a stock option covering 26,325 shares of Lantheus common stock with an exercise price of $52.50 per share. This option vests in full on November 17, 2026 and expires on November 17, 2035. Following this transaction, the reporting person beneficially owns 26,325 stock options in addition to the reported common stock positions.

Lantheus Holdings (LNTH) announced CEO transition arrangements. Effective November 6, 2025, the company entered into a Consulting Agreement with CEO Brian Markison and a Retirement and Separation Agreement. Mr. Markison will retire on December 31, 2025 and then serve as an advisor from January 1, 2026 through March 31, 2026, with an option to extend.

Under the Retirement Agreement, the company will continue his base salary through the Retirement Date. Within 60 days of December 31, 2025, he will receive a lump sum equal to his earned annual cash bonus for 2025, if any, based on actual company performance as determined in the ordinary course. Under the Consulting Agreement, he will receive an advisory fee of $83,333 per month. His outstanding equity awards will continue to vest through December 31, 2025 and thereafter follow the retirement features described in the company’s March 21, 2025 proxy statement.

Lantheus Holdings (LNTH) reported Q3 2025 results. Revenue was $384.0 million and diluted EPS was $0.41 as operating income declined to $43.6 million, reflecting higher sales, G&A, and R&D expenses and a higher effective tax rate of 34.5%.

Revenue mix shifted: PYLARIFY was $240.6 million (down year over year), DEFINITY rose to $81.8 million, and Neuraceq contributed $20.4 million following the Life Molecular acquisition. Year-to-date operating cash flow reached $300.0 million, while investing cash outflows reflected acquisitions of Evergreen ($268.9 million) and Life Molecular ($309.0 million). The company repurchased about $201.2 million of common stock year to date.

Cash and cash equivalents were $382.0 million versus $912.8 million at year-end, with intangibles and goodwill increasing from recent deals. LNTH classified its SPECT business as held for sale, with $76.6 million of assets and $28.6 million of liabilities. The $575.0 million 2.625% convertible notes remain outstanding; the $750.0 million revolving credit facility had no borrowings.

Lantheus Holdings (LNTH) announced a leadership transition and furnished Q3 results via press release. The company reported that CEO and director Brian Markison will retire effective December 31, 2025, and will resign from the board on that date. He will serve as a strategic advisor through at least March 31, 2026.

Mary Anne Heino was appointed Executive Chair effective November 7, 2025, and will become Interim Chief Executive Officer on January 1, 2026. She has served on the board since 2015 and previously led the company as CEO from 2015 to March 1, 2024. The filing notes no disagreements underlying Mr. Markison’s decision. President Paul Blanchfield is departing effective November 7, 2025, and Amanda Morgan will continue as Chief Commercial Officer, reporting to Ms. Heino.

Compensation details for Ms. Heino: base salary of $83,333 per month (annual rate $1,000,000); eligibility for a fiscal 2026 bonus with a 110% target, prorated; and equity awards with an aggregate grant date fair value of $1,500,000 on November 13, 2025, split 50% Black‑Scholes value for options and 50% RSUs, vesting in full on the first anniversary of the grant date.

Lantheus Holdings insider report: Robert J. Marshall Jr., listed as CFO and Treasurer and an officer of Lantheus Holdings (LNTH), reported a transaction dated 08/29/2025 on Form 4. The filing shows 727 shares of common stock were disposed (transaction code F) at a price of $54.9 per share, leaving 88,133 shares beneficially owned following the transaction. The ownership is reported as direct. The form is signed by an attorney-in-fact on 09/03/2025.

Insiders from Farallon-affiliated funds reported large open-market dispositions of Lantheus Holdings (LNTH) stock on August 19-20, 2025. The filing shows a sale of 41,000 shares on 08/19/2025 at $55.34 and a weighted-average sale of 3,365,000 shares on 08/20/2025 at $56.15. The reported beneficial ownership for the group fell from 6,842,227 shares after the first sale to 3,477,227 shares after the second sale. Footnotes identify the sellers as Farallon Funds and multiple managing members who disclaim beneficial ownership except for any pecuniary interest. The Form 4s were signed by an attorney-in-fact on 08/21/2025.

Farallon Partners and affiliated reporting persons disclosed sales of Lantheus Holdings, Inc. (LNTH) shares that substantially reduced their indirect holdings. The Form 4 shows a sale of 41,000 shares on 08/19/2025 at $55.34 and a subsequent sale of 3,365,000 shares on 08/20/2025 at a weighted-average price of $56.15 (execution prices ranged $56.14 to $56.55). The filing reports indirect beneficial ownership falling from 6,842,227 shares to 3,477,227 shares following the transactions. The Form includes detailed footnotes clarifying that the reported shares are held by Farallon-affiliated funds, that general partners and managing members may be deemed beneficial owners only to the extent of pecuniary interest, and that parallel Form 4 filings were made for additional reporting persons.

Kimberly Brown, Chief Accounting Officer of Lantheus Holdings, Inc. (LNTH), reported a sale of 463 shares of common stock at a price of $54.18 on 08/15/2025, leaving her with 7,701 shares beneficially owned on a direct basis. The Form 4 discloses this routine insider disposition executed under a transaction code indicating a sale.

Ludger Dinkelborg, Head of Research and Development at Lantheus Holdings, Inc. (LNTH), reported equity awards dated 08/15/2025. The filing shows acquisition of 14,765 restricted stock units (RSUs) that vest in equal installments over a three-year period and a stock option covering 25,324 shares with an exercise price of $54.18. The option vests in three equal annual installments beginning 08/15/2026 and expires 08/15/2035. Following the reported transactions the reporting person beneficially owned 14,765 shares of common stock and had 25,324 option shares outstanding. The form was signed by an attorney-in-fact on 08/19/2025.