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Lightbridge Corporation filings document the formal disclosure record for an advanced nuclear fuel technology company developing Lightbridge Fuel™ for water-cooled reactors and small modular reactors. Its 8-K filings report financial results, business updates, R&D activity, patent and testing developments, and material events related to financing, compensation arrangements, and corporate governance.
Proxy materials describe annual meeting proposals, board and executive compensation matters, equity incentive plans, and shareholder voting procedures. Registration-related and prospectus supplement filings disclose common-stock offering capacity under shelf and at-the-market programs, while results disclosures furnished on Form 8-K frame liquidity, operating losses, research spending, and capital-structure activity tied to nuclear fuel development.
Goodman Sherri reported acquisition or exercise transactions in this Form 4 filing.
Lightbridge Corp director Sherri Goodman received a grant of 10,000 shares of Common Stock as restricted stock awards on 2026-08-06. These RSAs vest in six equal semi-annual installments over a three-year period, contingent on her continued service as director. After the grant, she directly owns 70,246 shares of Common Stock.
Lightbridge Corp director Jesse L. Funches reported acquiring 10,000 shares of Common Stock through a grant of restricted stock awards at $0.00 per share. These RSAs vest in six equal semi-annual installments over a three-year period, contingent on his continued service, bringing his direct holdings to 84,022 shares.
Chakraborty Sweta reported acquisition or exercise transactions in this Form 4 filing.
Lightbridge Corp director Sweta Chakraborty received a grant of 10,000 shares of common stock in the form of restricted stock awards. These RSAs vest in six equal semi-annual installments over a three-year period, contingent on her continued service. After this award, she directly holds 57,849 shares of Lightbridge common stock.
LIGHTBRIDGE Corp EVP & Chief Operating Officer Andrey Mushakov received a grant of 84,000 restricted stock awards on August 6, 2026. These RSAs vest in six equal semi-annual installments over three years, contingent on his continued service. After the grant, he directly holds 464,485 common shares plus a fully vested employee stock option for 11,351 shares at an exercise price of $18.48, expiring on November 9, 2026.
Lightbridge Corp President and CEO Seth Grae received a grant of 105,000 shares of common stock on August 6, 2026. Footnotes describe these as restricted stock awards vesting in six equal semi-annual installments over three years, contingent on continued service, increasing his direct holdings to 883,014 shares. He also holds fully vested employee stock options for 7,937 underlying shares at an exercise price of $12.60 expiring October 26, 2027, and 18,199 underlying shares at $18.48 expiring November 9, 2026.
Lightbridge Corp CFO Larry Goldman received a grant of 65,000 restricted stock awards on August 6, 2026. These RSAs vest in six equal semi-annual installments over three years, contingent on his continued service, bringing his direct common stock holdings to 384,827 shares. He also holds fully vested employee stock options covering 4,469 shares at an exercise price of $18.48 per share, expiring November 9, 2026.
Holcombe Scott Randall reported acquisition or exercise transactions in this Form 4 filing.
LIGHTBRIDGE Corp SVP & Chief Technology Officer Holcombe Scott Randall reported grants of 69,000 restricted stock awards (RSAs) of common stock on August 6, 2026. This includes 65,000 shares held directly and 4,000 shares held indirectly by his spouse. All RSAs vest in six equal semi-annual installments over three years, starting on the first semi-annual anniversary of the grant date, contingent on his continued service.
Lightbridge Corporation appointed Andrey Mushakov, previously Executive Vice President, Nuclear Operations, as Executive Vice President & Chief Operating Officer effective August 6, 2026. His existing compensation arrangements are unchanged, and there are no related-party, family, or other arrangements connected to this appointment.
On the same date, the Board approved restricted share awards under the 2020 Omnibus Incentive Plan for executives, employees, consultants, and directors. For each grant, 25% is service-based and vests in six equal installments on the first six semi-annual anniversaries of the grant date, subject to continued service. The remaining 75% is performance-based, vesting only upon achievement of specified operational milestones, continued service, and at least twelve months of service, with performance periods running from December 31, 2029 through December 31, 2034.
The performance-based portion is also contingent on stockholder approval of an increase in shares authorized under the plan. The milestones relate to construction and commissioning of a new fuel facility and lead test assembly production. The CEO received 420,000 shares (105,000 service-based; 315,000 performance-based), the COO 336,000 (84,000; 252,000), and the CFO 260,000 (65,000; 195,000). Any unvested performance-based shares at the end of the applicable performance period will be forfeited.
State Street Corporation and SSGA Funds Management, Inc. report passive ownership of Lightbridge Corp common stock on a Schedule 13G. They collectively report 2,829,502 shares beneficially owned, representing 8.1% of the outstanding common stock as of June 30, 2026.
The reporting persons have no sole voting or dispositive power; all authority is reported as shared, with 2,792,346 shares subject to shared voting power and 2,829,502 shares subject to shared dispositive power. Subsidiaries including SSGA Funds Management, Inc., State Street Global Advisors Europe Limited, and State Street Global Advisors Trust Company are identified as investment adviser entities involved in holding these securities.
Lightbridge Corporation, a nuclear fuel technology developer, reported Q2 2026 results with no revenue and a higher net loss as it accelerates R&D and commercialization efforts. For the quarter ended June 30, 2026, the company posted a net loss of $5.8 million, compared with $3.5 million a year earlier, driven by higher general and administrative expenses of $3.7 million and research and development expenses of $4.0 million.
For the first half of 2026, the net loss was $12.1 million versus $8.3 million in 2025. Cash and cash equivalents rose to $237.5 million from $201.9 million at year-end 2025, primarily from at-the-market equity sales of about 3.8 million shares for net proceeds of $44.4 million and higher interest income of $3.2 million. Management believes existing cash will fund operations for at least 12 months, though substantial additional capital will be required over the longer term.
Operationally, Lightbridge expanded and modified its agreements with Idaho National Laboratory’s operator BEA, with expected aggregate cost reimbursements of $25.2 million and an $18.1 million remaining funding commitment, launched a reconstituted Nuclear Utility Fuel Advisory Board, advanced planning for a potential pilot-scale fuel fabrication facility and Lightbridge Expandable Fuel Facility, and later approved significant new restricted stock and performance-based equity award programs tied to long-term fuel development milestones.