Welcome to our dedicated page for Lightpath Technologies SEC filings (Ticker: LPTH), 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.
The LightPath Technologies, Inc. (NASDAQ: LPTH) SEC filings page on Stock Titan provides structured access to the company’s regulatory disclosures filed with the U.S. Securities and Exchange Commission. These documents offer detailed insight into how LightPath reports on its optics and imaging business, capital structure, governance, and material events.
Investors can review current reports on Form 8-K, which LightPath uses to announce significant developments. Recent 8-K filings describe items such as the entry into an underwriting agreement for a public offering of Class A common stock under an effective Form S-3 shelf registration statement, the results of annual and special stockholder meetings, the acquisition of G5 Infrared, LLC and related pro forma financial information, private placement agreements, and the appointment of new directors.
The page also links to proxy materials on Schedule 14A, where LightPath outlines proposals for stockholder votes, including director elections, advisory votes on executive compensation, amendments to the 2018 Stock Incentive Compensation Plan, adoption of an employee stock purchase plan, and ratification of the independent registered public accounting firm. Voting outcomes are later reported in corresponding 8-K filings under Item 5.07.
Through Stock Titan, users can access annual and quarterly reports (Forms 10-K and 10-Q, when filed) that typically contain segment-level revenue information for infrared components, visible components, assemblies and modules, and engineering services, along with risk factors and management’s discussion of the optics and infrared imaging business. Filings related to equity offerings, such as shelf registration statements and prospectus supplements referenced in 8-Ks, provide additional detail on LightPath’s financing activities and intended use of proceeds.
Stock Titan enhances these filings with AI-powered summaries that highlight key points, such as changes in capital structure, equity compensation plan amendments, acquisition impacts, and governance decisions. Real-time updates from EDGAR, combined with simplified explanations of complex documents, help readers follow LightPath’s regulatory history, including stockholder approvals, board changes, and transactions that support its optics and imaging operations.
LightPath Technologies, Inc. filed a current report describing its February 2026 investor day. On February 25, 2026, company management met with investors, analysts, and other financial community members both in-person and virtually to discuss its business using an investor presentation.
The presentation, which includes forward-looking information, is furnished as Exhibit 99.1 and is available in the Investors section of the company’s website. The material is furnished under Regulation FD, meaning it is not deemed filed for liability purposes or automatically incorporated into other securities filings.
LightPath Technologies director and 10% owner North Run Strategic Opportunities Fund I, LP reported an open-market sale of 300,092 shares of Class A Common Stock on February 25, 2026 at a weighted average price of $12.18 per share.
According to the filing, individual sale prices ranged from $12.0076 to $12.3617. After this transaction, North Run Strategic Opportunities Fund I, LP reports owning 2,955,522 shares, which may also be deemed beneficially owned by its general partner entity and two associated members.
LIGHTPATH TECHNOLOGIES INC insider reporting entities associated with North Run Strategic Opportunities Fund I, LP reported both a preferred stock conversion and common share sales. On February 20, 2026, the fund converted Series G convertible preferred stock into 1,260,000 Class A Common Stock shares at a stated price of $2.15 per share. The same day, it sold 218,811 Class A shares at a weighted average price of $13.18 and 376,762 shares at $12.15 in open‑market transactions. Additional open‑market sales of 6,500 shares at $12.01 on February 23 and 131,281 shares at $12.02 on February 24 brought total reported sales to 733,354 shares. After these transactions, the reporting entities indirectly held 3,255,514 Class A shares.
LightPath Technologies’ major shareholder North Run Strategic Opportunities Fund I, LP and its affiliates filed Amendment No. 2 to their Schedule 13D, updating their ownership and recent trades. They report beneficial ownership of 11,953,829 Class A common shares, representing about 17.7% of shares outstanding as of February 24, 2026.
The position includes 3,255,614 common shares and 8,698,215 shares issuable from 17,353.6 shares of Series G Convertible Preferred Stock, which are currently exercisable. The filing details a cashless exercise of 3,499,289 warrants into 2,728,968 shares and a conversion of 2,709 preferred shares into 1,260,000 common shares on February 20, 2026.
It also lists multiple open‑market sales by NR‑SOF during February 2026 at weighted average prices between $11.92 and $13.3019 per share. North Run’s general partner and its two members, Todd B. Hammer and Thomas B. Ellis, may be deemed to share voting and dispositive power over these shares but each disclaims beneficial ownership beyond securities directly owned.
Glen Eagle Wealth LLC filed a notice proposing the sale of 2,000,000 shares of Class A Common Stock on
The filing lists an aggregate value of
LightPath Technologies reported sharply higher sales but wider losses for the quarter ended December 31, 2025. Quarterly revenue rose to $16.4 million from $7.4 million a year earlier, driven by strong growth in infrared components and assemblies and modules, including contributions from the G5 Infrared acquisition.
The company posted a net loss of $9.4 million, compared with a $2.6 million loss in the prior-year quarter, largely due to higher operating expenses and an $7.6 million non‑cash charge from the increased fair value of acquisition‑related earnout liabilities. For the first six months, revenue reached $31.4 million and net loss was $12.3 million.
Liquidity improved significantly. Cash and cash equivalents increased to $73.6 million at December 31, 2025, from $4.9 million at June 30, 2025, mainly from equity financings, including a December underwritten public offering of 8,912,500 Class A shares at $7.75 per share, generating net proceeds of $65.3 million, and a prior private placement. The G5 Infrared deal had total fair value consideration of about $27.1 million, and the related earnout liability was remeasured to $13.8 million.
After quarter‑end, LightPath agreed to acquire substantially all assets of Amorphous Materials Inc. for up to $10.0 million, including $7.0 million in cash at closing and up to $3.0 million in stock‑settled contingent consideration tied to performance milestones. This transaction, which closed in January 2026, expands its chalcogenide glass capabilities.
LightPath Technologies reported a sharp jump in business for its fiscal 2026 second quarter, but still posted a larger loss. Revenue doubled to $16.4 million from $7.4 million, driven mainly by strong growth in higher-value assemblies and modules and contributions from the G5 Infrared acquisition.
Gross profit rose to $6.0 million, lifting gross margin to 37% from 26%, as the mix shifted toward more profitable products and prior manufacturing issues were resolved. However, operating expenses climbed to $14.6 million, including a non-cash $7.6 million increase in the G5 earnout liability, leading to a net loss of $9.4 million, or $0.20 per share.
On an adjusted basis, adjusted EBITDA improved to a positive $0.6 million from a loss of $1.3 million, reflecting stronger underlying operations. The company highlighted a $97.8 million order backlog and ongoing strategic shift toward proprietary BlackDiamond™ glass and NDAA-compliant infrared systems, supported by recent acquisitions and a significantly stronger cash position.
LightPath Technologies’ President & CEO Rubin Shmuel reported an equity award vesting. On 02/02/2026, 29,011 shares of Class A Common Stock were acquired at a price of $0.00 per share through the settlement of restricted stock units on a one-for-one basis.
After this transaction, Shmuel directly owned 260,664 Class A Common shares. Some of the vested shares were withheld to cover the employee’s share of payroll taxes, meaning the full 29,011 shares did not all translate into an increase in freely held stock.
LightPath Technologies chief financial officer Miranda Albert reported the vesting of restricted stock units into 12,103 shares of Class A common stock on February 2, 2026. The units converted to shares on a one-for-one basis, and some shares were withheld to cover payroll taxes.
Following this equity settlement, Albert beneficially owned 78,835 shares of LightPath’s Class A common stock held directly in her name, reflecting her ongoing equity-based compensation rather than an open‑market purchase or discretionary sale.
LightPath Technologies entered into an Asset Purchase Agreement for Amorphous Materials, Inc.’s business that compounds and melts Chalcogenide glasses for third‑party manufacturers. Through its wholly owned subsidiary, the company will acquire substantially all of the seller’s assets and assume certain related liabilities.
Total consideration will not exceed $10.0 million, including a $7.0 million cash payment at closing and up to $3.0 million in contingent stock payments tied to performance milestones. These contingent payments are structured as up to six tranches of $500,000 each, calculated using an LPTH stock price formula. As of January 20, 2026, the seller achieved the first milestone and received 39,897 shares of Class A common stock.
The acquisition closed on January 21, 2026. Shares issued in the transaction are unregistered and rely on private offering exemptions. Certain seller shareholders agreed to a six‑month lock‑up after closing, followed by six months of leak‑out restrictions that limit how quickly they may sell shares.