Lantronix Inc. filings document a Delaware operating company that sells Edge AI and Industrial IoT hardware, software and services for connected devices, secure networking and remote management. Form 8-K reports furnish quarterly operating results, management prepared remarks and Regulation FD materials tied to the company's fiscal reporting cycle.
Other filings cover capital-structure and governance matters, including an at-the-market common stock sales agreement, executive compensation arrangements, annual meeting voting results and the definitive proxy statement for director elections, auditor ratification and advisory compensation votes. The record also includes exhibits and Inline XBRL cover-page data associated with those disclosures.
Lantronix Inc's chief financial officer, Brent Michael Stringham, exercised restricted stock units on March 1, 2026, converting 3,773 RSUs into the same number of common shares at $0 per share. In accordance with RSU award agreements, 1,553 shares of common stock at $5.98 per share were withheld to cover required tax withholding. Following these transactions, he holds 20,441 RSUs and 90,325 shares of Lantronix common stock directly.
Lantronix director Kurt W. Hoff reported equity award activity involving restricted stock units (RSUs) and common shares on March 1, 2026. He exercised RSUs into common stock in two blocks of 3,469 and 5,200 units at a stated price of $0.00 per share, reflecting a non-cash derivative exercise.
Matching non-derivative entries show 3,469 and 5,200 shares of common stock acquired directly from these RSU conversions. In a related move, 3,149 common shares were disposed of at $5.98 per share to cover required tax withholding, leaving him with 44,122 common shares held directly.
Lantronix Inc.’s Chief Product & Strategy Officer, Gurusamy Mathi, reported restricted stock unit activity and related share withholding. On March 1, 2026, he acquired 3,334 and 7,974 shares of common stock at $0.00 per share through RSU exercises.
These RSUs were originally granted on June 1, 2024 and July 1, 2024 and vest in stages through June 1, 2027. At vesting, 4,655 common shares were disposed of at $5.98 per share to cover required tax withholding, leaving 70,036 shares of common stock owned directly.
Lantronix Inc. President & CEO Saleel Awsare reported equity award activity tied to previously granted restricted stock units. On March 1, 2026, 5,825 RSUs vested and were converted into 5,825 shares of common stock at no cost, while 2,967 shares were withheld to cover tax obligations. After these transactions, he directly owned 378,989 shares of Lantronix common stock.
Lantronix Inc. received an amended Schedule 13G from TL Stiftung and Michael Heiss reporting that they now beneficially own 0 shares of its common stock, or 0% of the class. The percentage is calculated against 39,358,610 shares outstanding as of November 1, 2025, as disclosed in Lantronix’s Form 10‑Q.
TL Stiftung is a charitable foundation organized in Germany, and Michael Heiss serves as its Chairman. The filing notes that Mr. Heiss previously had sole voting and dispositive control over TL Stiftung’s Lantronix shares, but the reporting persons now certify no voting, dispositive, or economic ownership. They also state the securities were not acquired or held to change or influence control of Lantronix.
Lantronix, Inc. reported a narrower loss on lower sales for the quarter ended December 31, 2025. Net revenue was $29.8 million, down from $31.2 million, while net loss improved to $1.3 million from $2.4 million as operating expenses declined.
Embedded IoT revenue grew 28.6% and Software & Services 47.2%, but IoT System Solutions fell 28.6%, mainly from no shipments to a major customer, Gridspertise. Gross margin edged up to 43.6% from 42.6% on mix shift toward higher-margin offerings.
For the six months, revenue was $59.6 million versus $65.6 million and net loss improved to $2.7 million from $4.9 million. Cash and cash equivalents rose to $23.0 million, operating cash flow was $5.8 million, and debt stood at $9.7 million under a $15 million SVB revolving credit facility, with all covenants met.
Lantronix, Inc. furnished an update on its business by issuing a press release detailing its financial results for the second fiscal quarter ended December 31, 2025. The company also prepared a transcript of management’s remarks for its second quarter fiscal 2026 investor conference call and audio webcast.
The press release is provided as Exhibit 99.1 and the transcript as Exhibit 99.2. A replay of the webcast is available on the company’s website for one year, giving investors ongoing access to the quarter’s discussion and commentary.
Lantronix, Inc. shareholder group led by Chain of Lakes Investment Fund filed Amendment No. 2 to a Schedule 13D, updating their beneficial ownership and governance arrangements.
The reporting persons now beneficially own 2,257,090 Lantronix common shares, representing 5.73% of outstanding stock, including 716,927 shares (1.8%) held by Chain of Lakes Investment Fund, 1,418,305 shares (3.6%) held by Haluk L. Bayraktar, and 121,858 shares (0.3%) held by Emre Aciksoz. Their shares are subject to a Cooperation Agreement with Lantronix that resolved a prior potential proxy contest, and they state no additional securities were acquired in the past 60 days.
Lantronix, Inc. reported a change to its Chief Financial Officer’s compensation. On January 1, 2026, the company amended the letter agreement with CFO Brent Stringham, increasing his annual base salary to $375,000. The change is documented in an Amendment to Offer Letter, which is filed as an exhibit and incorporated by reference.
Lantronix (LTRX): Director insider activity
A company director reported Form 4 transactions tied to restricted stock units (RSUs). On 11/05/2025, 13,751 RSUs vested and converted into the same number of common shares at $0, leaving 23,751 common shares beneficially owned directly. The RSUs were granted on June 12, 2025 and convert one-for-one into common stock. A separate grant of 17,081 RSUs was acquired on 11/04/2025, with vesting half six months after the grant date and half on the first anniversary, reaching full vesting after one year.