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Intuitive Machines, Inc. (LUNR) SEC Filings, Nov 2025-Jan 2026

LUNR NASDAQ

Intuitive Machines SEC filings document its space infrastructure business, Nasdaq-listed Class A common stock, operating results, governance and capital structure. Form 8-K reports cover financial results, material definitive agreements, equity issuances, registration rights and completed acquisition matters, including historical and pro forma financial information for Lanteris Space Systems.

Proxy materials describe annual meeting procedures, stockholder voting matters, board governance and executive compensation. The company’s filings also record securities registered under the Exchange Act, compensation arrangements tied to corporate transactions, and disclosure categories related to shareholder approvals, material events and financial reporting.

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Intuitive Machines, Inc. officer files initial ownership report showing no holdings. Christopher J. Johnson, identified as an officer with the title President, Lanteris Space Systems, submitted a Form 3 as a reporting person for Intuitive Machines (LUNR). The filing states that no securities are beneficially owned, and both the non-derivative and derivative ownership tables contain no reported positions. The document also references an Exhibit 24 power of attorney authorizing the attorney-in-fact, Anna Jones, who signed the filing on Johnson's behalf.

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Intuitive Machines, Inc. has closed its acquisition of Lanteris Space Holdings LLC, paying approximately $403 million in cash and issuing 22,991,028 shares of Class A common stock valued at about $284 million to the seller. The stock portion was priced using a volume weighted average price of $12.34 per share for the ten trading days ended October 31, 2025.

The company granted the seller registration rights for the stock it received, including the ability to initiate up to three underwritten offerings. Intuitive Machines’ subsidiary became guarantor under Lanteris’ Orbital Receivables Purchase Facility, which permits ING Belgium NV/SA to purchase up to $250,000,000 of receivables through December 1, 2026, and ING consented to the change of control and waived related defaults. Stifel Bank also consented to the deal via a waiver that halts borrowing and covenant obligations under an existing loan and security agreement. Required financial statements and pro forma information for the acquisition will be filed by amendment.

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Intuitive Machines, Inc. director, CEO and 10% owner Stephen J. Altemus reported several equity transactions on January 8, 2026. He converted 12,669 Common Units of Intuitive Machines, LLC into 12,669 shares of the company’s Class A Common Stock, and a corresponding 12,669 shares of Class C Common Stock were cancelled in connection with that redemption. He then sold 12,669 Class A shares at a weighted average price of $20.0031 per share, in multiple trades between $20.00 and $20.01.

The filing states that these sales were made under a Rule 10b5-1 trading plan adopted on December 18, 2024. Following the reported transactions, Altemus directly held 1,026,402 shares of Class A Common Stock and 12,829,544 Common Units.

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Intuitive Machines, Inc. insider activity: SVP and Chief Growth Officer Timothy Price II, who is also a 10% owner, reported several related transactions dated 01/08/2026. He exercised 5,660 Common Units of Intuitive Machines, LLC into 5,660 shares of Class A Common Stock at an exercise price of $0.00, and an equal number of shares of Class C Common Stock were cancelled in connection with this redemption. On the same day, he sold 5,660 shares of Class A Common Stock at a weighted average price of $20.0028 per share under a Rule 10b5-1 trading plan adopted on September 16, 2025, with individual sale prices ranging from $20.00 to $20.01. After these transactions, he directly held 298,435 shares of Class A Common Stock and 9,214,955 Common Units, each Common Unit being redeemable on a one-to-one basis for a share of Class A Common Stock.

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Intuitive Machines insider Timothy Price Crain II has filed a notice to sell 350,000 shares of Class A common stock. The planned sale is to be executed through J.P. Morgan Securities LLC on NASDAQ, with an approximate sale date of January 8, 2026. The filing notes that 119,319,784 shares of Class A common stock were outstanding, giving a sense of the company’s total share base. The securities to be sold were acquired as units received in exchange for pre-IPO shares from the issuer on the same date. Over the prior three months, the same seller reported two sales of Class A common stock, one for 150,000 shares on December 19, 2025 and another for 200,000 shares on December 22, 2025, both generating multi-million-dollar gross proceeds.

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Intuitive Machines CEO Stephen J. Altemus reported planned share sales tied to exchanges of LLC units into Class A stock. On January 2, 2026, he converted 83,914 Common Units of Intuitive Machines, LLC into the same number of Class A shares and an equal number of Class C shares were cancelled. The 83,914 Class A shares were then sold at a weighted average price of $18.0391 per share under a Rule 10b5-1 trading plan adopted on December 18, 2024.

On January 5, 2026, he similarly converted 416,086 Common Units into Class A shares, with an equal number of Class C shares cancelled, and sold 416,086 Class A shares at a weighted average price of $18.0845. After these transactions, he directly held 1,026,402 shares of Class A Common Stock and 12,842,213 Common Units, which are redeemable one-to-one for Class A shares at the holder’s discretion.

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Intuitive Machines, Inc. insider Kamal Ghaffarian, a director and 10% owner, reported internal equity transfers dated 12/09/2025. The filing shows a disposition of 28,135 shares of Class C common stock at par value in connection with a distribution of Common Units under pre-existing arrangements in a management equity plan for an employee of IBX, LLC, a company wholly owned by him. A related transaction reflects 28,135 Common Units, which may be redeemed for shares of Class A common stock on a one-to-one basis and do not expire, transferred by Ghaffarian Enterprises, LLC to an entity indirectly controlled by Dr. Ghaffarian.

Following these transactions, indirect holdings are described as 2,241,121 Common Units and shares of Class C common stock at GM Enterprises, LLC, 249,080 at Intuitive Machines KG Parent, LLC, and 33,575,156 Common Units and shares of Class C common stock plus 3,494,768 shares of Class A common stock at Ghaffarian Enterprises, LLC, for a total of 36,065,357 Common Units and Class C shares.

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Intuitive Machines, Inc. (LUNR) reported an insider equity transaction by its Chief Accounting Officer and Controller on a Form 4. On 11/15/2025, the officer reported a disposition coded "F" of 1,339 shares of Class A common stock at $9.53 per share. After this transaction, the reporting person beneficially owned 101,106 shares of Intuitive Machines Class A common stock directly.

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Intuitive Machines (LUNR) director Michael Blitzer reported open‑market purchases of Class A common stock. He bought 141,080 shares on 11/12/2025 at a weighted average price of $9.2657, bringing his beneficial ownership to 1,831,248 shares directly. He then purchased an additional 100,000 shares on 11/13/2025 at a weighted average price of $8.8323, increasing his direct holdings to 1,931,248 shares.

In total, the director acquired 241,080 shares over two days. The filing notes that each day’s price reflects multiple trades within the stated ranges.

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Intuitive Machines, Inc. (LUNR) reported third‑quarter 2025 results showing total revenue of $52.4 million versus $58.5 million a year ago. Operating loss was $15.4 million, and net loss attributable to the Company was $6.8 million, or ($0.06) per share. Cash and cash equivalents rose to $622.0 million from $207.6 million at December 31, 2024, supporting working capital of $560.0 million.

The company issued $345.0 million of 2.500% convertible senior notes due 2030, receiving net proceeds of $334.6 million and purchasing capped calls for $36.8 million, bringing long‑term debt to $334.8 million. One customer represented 72% of Q3 revenue. Fixed‑price remaining performance obligations totaled $119.3 million. IM‑2 was closed in Q3 with about $5.5 million of revenue; year‑to‑date contract losses increased by $19.6 million on IM‑3 and $3.3 million on IM‑4. After quarter‑end, the company signed an agreement to acquire Lanteris Space Holdings for $800 million ($450 million cash and $350 million in Class A stock), expected to close in Q1 2026 subject to approvals.

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FAQ

How many Intuitive Machines (LUNR) SEC filings are available on StockTitan?

StockTitan tracks 101 SEC filings for Intuitive Machines (LUNR), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Intuitive Machines (LUNR)?

The most recent SEC filing for Intuitive Machines (LUNR) was filed on January 16, 2026.