Lyft Inc SEC Filings

Lyft, Inc. (LYFT) reported an insider equity transaction by its Chief Accounting Officer on 11/20/2025. The filing shows that 6,624 shares of Class A common stock were withheld by Lyft to cover tax withholding and remittance obligations related to the net settlement of restricted stock units (RSUs), at a reference price of $21.21 per share. This withholding is an administrative step tied to equity compensation and is explicitly noted as not a sale by the reporting person.

After this tax-related withholding, the officer beneficially owns 316,709 shares of Lyft Class A common stock. The explanation further clarifies that certain of these holdings are RSUs, each representing a contingent right to receive one share of Class A common stock, subject to applicable vesting schedules and conditions.

Lyft, Inc. chief financial officer Erin Brewer reported equity transactions in Lyft Class A common stock. The disclosure shows 59,147 shares withheld by Lyft to satisfy tax withholding and remittance obligations tied to the net settlement of restricted stock units, which is described as not a sale by Brewer. The filing also records a transfer of 51,303 shares out of Brewer’s direct holdings and an equivalent 51,303 shares into the Erin M. Brewer 2022 Trust, for which she serves as trustee. Following these transactions, Brewer beneficially owns 1,205,205 shares directly and 577,062 shares indirectly through the trust.

Lyft, Inc. reported a return to profitability in its Q3 results. Revenue was $1,685,195 thousand for the three months ended September 30, 2025, and net income was $46,074 thousand, compared with a net loss of $12,426 thousand a year ago. Operating income reached $23,053 thousand versus a loss last year, and diluted EPS was $0.11.

For the first nine months of 2025, revenue was $4,723,550 thousand with net income of $88,955 thousand. Cash provided by operating activities was $922,213 thousand, reflecting stronger operating performance and working capital. The company strengthened liquidity with $1,305,908 thousand in cash and cash equivalents and $686,615 thousand in short-term investments as of September 30, 2025.

Lyft completed the acquisition of Freenow on July 31, 2025 for €204.1 million ($234,767 thousand), adding $101,234 thousand of identifiable intangibles and $132,880 thousand of goodwill. Capital actions included issuing $500,000 thousand of 2030 convertible notes, settling $390,719 thousand of 2025 notes, and repurchasing $400,000 thousand of Class A common stock. Insurance reserves were $2,070,618 thousand. Class A shares outstanding were 401,465 thousand as of September 30, 2025; shares outstanding were 399,353,398 as of October 31, 2025.

Lyft, Inc. furnished a Form 8-K announcing financial results for the quarter ended September 30, 2025. The company issued a press release and posted supplemental investor materials, including prepared remarks and a slide presentation, on its investor website.

The press release is attached as Exhibit 99.1. Information provided under Items 2.02 and 7.01 and Exhibit 99.1 is furnished, not filed, under the Exchange Act. Lyft also notes its use of multiple public channels, including SEC filings, its IR site, press releases, webcasts, X accounts, the CEO’s LinkedIn, and company blogs, for Regulation FD disclosures.

Lyft, Inc. reported a director acquisition of 662 fully vested RSUs on 10/20/2025 at a price of $0 per unit. The RSUs were granted in lieu of quarterly cash retainers, at the director’s election, under the company’s Outside Director Compensation Policy. Following the transaction, the director beneficially owns 59,421 Class A shares, some of which are RSUs, held in direct ownership.

Lyft, Inc. (LYFT) disclosed an insider transaction on a Form 4. A company director reported acquiring 804 shares of Class A common stock on 10/20/2025 via fully vested RSUs at a $0 price per unit.

Following this transaction, the director beneficially owned 85,591 shares, held directly. The filing notes these RSUs were granted under the Outside Director Compensation Policy in lieu of quarterly cash retainers, with each RSU representing the right to receive one share of Class A common stock.

Lyft (LYFT) disclosed a Form 4 showing a director acquired 793 shares of Class A common stock on 10/20/2025 at $0 per share. The shares reflect fully vested RSUs granted in lieu of quarterly cash retainers under the Outside Director Compensation Policy.

Following the transaction, the reporting person beneficially owned 111,038 shares. Per the policy, vested RSUs will be delivered to the director immediately prior to a change in control or within 60 days after retirement or separation from service. Ownership is reported as Direct.

Lyft, Inc. filing a Rule 144 notice reports an intended sale of 887,544 common shares through Morgan Stanley Smith Barney with an aggregate market value of $19,295,206.56 and approximately 397,910,877 shares outstanding. The shares were acquired via previously exercised stock options on 03/15/2019 (403,000 shares) and 07/22/2018 (484,544 shares), with cash payment at grant dates. The filer discloses multiple recent sales by related parties and trusts between 09/15/2025 and 10/06/2025, totaling several large transactions including blocks of 250,000 and 200,000 shares under 10b5-1 plans. The notice affirms the seller is not aware of undisclosed material adverse information and includes the standard Rule 144 attestation.

The Form 144/A notice shows that a holder affiliated with LYFT proposes to sell 2,190,000 shares of common stock on or about 10/03/2025 through Fidelity Brokerage Services LLC, with an aggregate market value of approximately $48,158,100 and total shares outstanding listed as 397,910,877. The filer’s history of acquiring the securities is provided: multiple founder shares, NSO/ISO grants and several RSU grants between 2008 and 2025, with specific lots and amounts disclosed. The filing also reports recent open-market sales by the same person: 91,200 and 50,000 shares on 09/15/2025, and 1,002,260 and 400,000 shares on 09/16/2025, generating gross proceeds of $1,698,144, $100,175, $20,486,194, and $8,176,000, respectively. The filer certifies no undisclosed material adverse information and includes the standard Rule 144 representation.