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Laird Superfood, Inc. filings document material events, operating results, acquisition activity, capital-structure changes, and governance matters for the functional food and beverage company. Recent 8-K disclosures cover financial results, Regulation FD investor presentations, material agreements, shareholder voting matters, and security-structure disclosures.
The filing record includes documents related to the completed Terrasoul Superfoods acquisition and the issuance of Series A Preferred Stock to affiliates of Nexus Capital Management. These filings describe preferred equity terms, financing arrangements, board and voting matters, exhibits, and formal disclosures tied to Laird Superfood's public-company reporting obligations.
Laird Superfood, Inc. (LSF) announced that Mark Johnson has been appointed Chief Financial Officer, effective October 1, 2026, and will serve as principal financial officer and principal accounting officer. He brings more than 25 years of finance experience across beverage, food, and premium pet food companies, including senior roles at Tropicana Brands Group, Champion Petfoods, Danone and The Pepsi Bottling Group.
Under an offer letter dated August 31, 2026, Johnson will receive an initial annual base salary of $375,000 and will be eligible for an annual cash bonus targeted at 50% of base salary, with his 2026 bonus pro-rated from his start date. If his employment is terminated without cause or he resigns for good reason, he is eligible for severance equal to six months of base salary and up to six months of COBRA continuation coverage. He will also be eligible to participate in Laird Superfood’s equity incentive and other executive benefit plans, and the company expects to enter into a more comprehensive employment agreement reflecting these terms.
Laird Superfood, Inc. (LSF) reported that its Chief Financial Officer, Anna Hamill, had 3,613 shares of common stock withheld on August 31, 2026 to satisfy tax obligations. According to the disclosure, no shares were sold in the market, and Hamill now directly holds 214,343 shares of Laird Superfood common stock. No transactions were made under a Rule 10b5-1 trading plan.
Laird Superfood, Inc. (LSF) reported that director Matthew Spanjers received three stock option grants on August 13, 2026. These options cover a total of 110,000 shares of Laird Superfood common stock, with exercise prices of $4.36, $6.00, and $9.00 per share and an expiration date of August 13, 2036. According to the footnote, each grant vests as to 25% of the shares on each of the first four anniversaries of the grant date.
Laird Superfood, Inc. (LSF) filed an initial statement of beneficial ownership (Form 3) for Matthew Spanjers, who is reported as a director of the company. The filing shows no reportable transactions, holdings, or derivative securities for Spanjers as of the reporting date.
Laird Superfood, Inc. (LSF) reports that its Board of Directors appointed Matthew Spanjers as a director effective August 13, 2026. He will serve until the next annual meeting of stockholders and also joins the Board’s compensation committee.
Spanjers, age 50, leads Matthew Spanjers Advisory, LLC, advising food and beverage companies, and has been a Senior Advisor at McKinsey & Company since July 2026. He previously held senior growth and strategy roles at Krispy Kreme, including Chief Growth Officer and President, International, and earlier leadership roles at Caribou Coffee and Einstein Bros. Bagels. He is deemed a designee of an Investor affiliate of Nexus Capital Management LP under a December 21, 2025 Investment Agreement. As a non-employee director, he will receive standard cash compensation and an option grant consistent with other non-employee directors, and will enter into the company’s standard indemnification agreement for directors.
Laird Superfood, Inc. reported sharply higher scale in the quarter and six months ended June 30, 2026, driven by the acquisitions of Navitas Organics and Terrasoul Superfoods. Net sales rose to $41.3 million in Q2 2026 from $12.0 million a year earlier, and to $55.2 million year-to-date from $23.6 million, with Navitas and Terrasoul contributing $29.4 million in Q2 and $31.1 million year-to-date.
Despite integration and transaction costs, operating loss was modest at $1.9 million in Q2 and $4.9 million year-to-date, while a discrete tax benefit related to acquired deferred tax liabilities reduced the year-to-date net loss to only $54 thousand. Adjusted EBITDA improved to $3.0 million in Q2 and $1.8 million year-to-date.
Total assets increased to $145.7 million, including $31.8 million of goodwill and $42.1 million of intangible assets from the acquisitions, and cash, cash equivalents, and restricted cash rose to $23.2 million. To fund the acquisitions, the company issued 110,000 shares of Series A Preferred Stock for $110.0 million, classified as mezzanine equity and accreting toward a maximum redemption value of $140.6 million, with $1.1 million of accretion year-to-date.
Laird Superfood, Inc. reported a very strong second quarter for 2026, driven by recent acquisitions and retail expansion. Net sales for the quarter ended June 30, 2026 rose 244% to $41.3 million from $12.0 million, helped by distribution gains in retail and club channels and contributions from the Navitas and Terrasoul brands. E‑commerce sales grew 221% year-over-year and represented 49% of net sales, while wholesale sales increased 269% and accounted for 51% of net sales.
Gross profit increased to $12.5 million, but gross margin declined to 30.3% from 39.9% due to channel mix, commodity inflation and lower margins at Terrasoul. The company recorded a quarterly net loss of $1.8 million, or $0.25 per share, versus a $0.4 million loss a year earlier, largely reflecting acquisition and integration costs. However, Adjusted EBITDA improved to $3.0 million from $0.1 million.
For the first half of 2026, net sales grew 134% to $55.2 million. A discrete tax benefit tied to the Navitas acquisition contributed to a year-to-date net loss of only $0.1 million. Cash, cash equivalents, and restricted cash increased to $23.2 million as of June 30, 2026, with no outstanding debt, supported by a $110.0 million Series A preferred stock issuance and offset by acquisition spending. Management reaffirmed full-year 2026 guidance for net sales of $138–$148 million and Adjusted EBITDA of $8–$12 million.
Laird Superfood, Inc. reports that Chief Financial Officer Anna Hamill exercised stock options covering 17,900 shares of common stock at $1.53 per share on July 30, 2026. This reduced her option position to 12,500 options and increased her direct common share holdings to 217,956 shares. The stock option vests as to 25% of the shares on each of the first four anniversaries of November 4, 2022 and expires on November 4, 2032.
Laird Superfood, Inc. Chief Financial Officer Anna Hamill reported option exercises dated July 17, 2026. She exercised options for 65,264 shares at $3.17, 29,988 at $1.53, 10,125 at $0.81 and 9,855 at $0.73, reducing those derivative positions.
The exercises resulted in the acquisition of 66,188 shares of common stock, bringing her direct holdings to 200,056 shares. A footnote states the exercised options had an average strike price of $1.74 per share.
Laird Superfood, Inc. granted Chief Sales Officer Lasda Bridget McCarthy options to acquire a total of 600,000 shares of common stock on July 9, 2026. The awards are in three tranches with exercise prices of $4.3600, $6.0000 and $9.0000 per share, expiring July 9, 2036, and vest 25% on June 1, 2027 and 25% on each of the next three anniversaries.