Lyft, Inc. SEC Filings

Lyft, Inc. officer Llewellyn Lindsay Catherine reported a tax-related share disposition linked to equity awards. On this Form 4, 51,677 shares of Class A Common Stock were withheld by Lyft at $13.90 per share to cover tax obligations upon vesting of restricted stock units and performance-based units, and the footnote states this does not represent a sale by her. After this withholding, she beneficially owned 720,511 shares, including amounts held through a living trust where she is trustee and lifetime beneficiary.

Lyft, Inc. reported that Chief Accounting Officer Stephen W. Hope had 6,055 shares of Class A Common Stock withheld on February 20, 2026 at $13.90 per share. These shares were withheld by Lyft to cover tax obligations from vested RSUs and were not an open-market sale. After this routine tax-withholding disposition, Hope directly holds 305,854 shares of Lyft Class A Common Stock.

Lyft, Inc. Chief Financial Officer Erin Brewer reported dispositions of Class A common stock tied to equity compensation and personal gifting. On February 20, 2026, 88,880 shares were withheld by Lyft at $13.90 per share to cover tax obligations from vesting RSUs and PSUs, which the footnotes state does not represent a sale by Brewer. The same day, she made bona fide gifts of 76,190 shares held directly and 76,190 shares held indirectly through the Erin M. Brewer 2022 Trust, where she serves as trustee. After these transactions, she continued to hold 1,014,851 shares directly and 664,996 shares indirectly through the trust.

Lyft, Inc. Schedule 13G discloses large passive/aggregate holdings by Millennium-related entities and Integrated Core Strategies. The filing lists Shared Dispositive Power of 24,276,458 shares ( 6.1% ) for Millennium Management LLC, Millennium Group Management LLC and Israel A. Englander, and 20,191,323 shares ( 5.1% ) for Integrated Core Strategies (US) LLC.

The filing identifies the holders, their Delaware or U.S. status, and that these securities are held by entities subject to voting control and investment discretion by Millennium Management LLC and related managers. The schedule is a joint filing executed via a Joint Filing Agreement dated February 18, 2026.

Lyft, Inc. director and Chief Executive Officer John David Risher reported an open-market purchase of Class A Common Stock. On February 13, 2026, he bought 7,490 shares at $13.375 per share. Following this transaction, he directly owned 11,481,792 shares of Lyft Class A Common Stock.

Lyft, Inc. files its 2025 annual report outlining a shift from a North America–focused business to a global mobility platform. The company’s rideshare marketplace remains its main revenue source, complemented by Express Drive rentals, shared bikes and scooters, and Lyft Business offerings.

In 2025 Lyft entered nine new countries and more than 180 cities by acquiring Freenow, and bought TBR Global Chauffeuring, extending operations to thousands of cities across six continents. Lyft reports GAAP net income in 2024 and 2025 but cautions profitability may not be sustained amid intense competition, rising insurance costs and evolving regulation.

The filing details safety programs, data-driven dispatch technology, heavy insurance and reserve requirements, and significant legal and regulatory risks, including driver classification and global insurance frameworks. Human capital remains key, with 3,913 employees as of December 31, 2025, a $6.3 billion non‑affiliate market value as of June 30, 2025, and 398,107,601 Class A shares outstanding as of February 5, 2026.

Lyft reported record results for Q4 and full-year 2025 and unveiled a new $1 billion Class A share repurchase authorization. Full-year Gross Bookings reached $18.5 billion, revenue was $6.3 billion, and net income surged to $2.8 billion from $22.8 million in 2024, helped by a $2.9 billion deferred tax valuation allowance release.

Adjusted EBITDA rose to $528.8 million with a 2.9% margin on Gross Bookings, while free cash flow climbed to $1.12 billion. Rides increased 14% to 945.5 million and Q4 Active Riders grew 18% year over year to 29.2 million, reflecting strong demand and platform usage.

FMR LLC has disclosed a significant passive stake in Lyft Inc. The filing reports beneficial ownership of 21,026,173.66 shares of Lyft Class A common stock, representing 5.2% of the class as of December 31, 2025. FMR LLC has sole voting power over 19,989,891.27 shares and sole dispositive power over 21,026,173.66 shares.

Abigail P. Johnson is also listed as a reporting person with sole dispositive power over the same 21,026,173.66 shares and a 5.2% stake. The securities are certified as acquired and held in the ordinary course of business, not for the purpose or effect of changing or influencing control of Lyft.

Lyft, Inc. director Deborah Hersman received an equity award of 4,842 restricted stock units (RSUs) of Class A Common Stock on January 25, 2026. The RSUs were granted at a price of $0 as part of her director compensation and are held directly.

All 4,842 RSUs will vest in full on the earlier of May 20, 2026 or the day before Lyft’s 2026 annual stockholder meeting, if she continues as a service provider until then. Once vested, the shares will be delivered either immediately before a change in control of Lyft or within 60 days after her retirement or separation from service.