Welcome to our dedicated page for MEDIFAST SEC filings (Ticker: MED), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Medifast, Inc. filings document the public-company disclosures of a NYSE-listed metabolic health and wellness business centered on its coach-guided lifestyle system. Form 8-K reports furnish quarterly and annual earnings releases that detail revenue, gross profit, active earning coach trends, liquidity, debt status and management commentary on the company's metabolic health strategy.
Proxy and current reports cover board elections, stockholder voting results, executive compensation, equity incentive plan amendments, leadership changes and material definitive agreements. Recent governance disclosures include a stockholder cooperation agreement, annual meeting matters and compensatory arrangements connected to executive transitions.
MEDIFAST INC director Kiai Parsa filed an initial Form 3 reporting indirect ownership of 657,590 shares of Common Stock held by Steamboat Capital investment entities. The filing states he may be deemed to have a pecuniary interest in these shares but disclaims beneficial ownership beyond that interest.
Medifast, Inc. reported stockholder approval of an amendment to its Amended and Restated 2012 Share Incentive Plan, adding authorization for 250,000 additional shares of common stock for equity awards. The amended plan became effective upon approval at the 2026 annual meeting.
The Board appointed Nicholas Johnson as Chief Executive Officer, succeeding Dan Chard, who transitions to non-executive Chairman. Johnson’s package includes a $600,000 annual base salary, a target annual bonus equal to 100% of base salary, and a long-term incentive target equal to 250% of base salary, a 69% increase versus his prior compensation as President.
Stockholders also re-elected all director nominees, ratified RSM US LLP as independent auditor for the 2026 fiscal year, approved executive compensation on an advisory basis, and approved the amended share incentive plan.
MEDIFAST, INC. joint Schedule 13G filing reports that Citadel entities and Kenneth Griffin may be deemed to beneficially own 715,910 shares of Common Stock, representing 6.5% of the class based on 11,031,693 Shares outstanding as of March 23, 2026.
The filing lists ownership by Citadel Securities LLC (712,864 shares), Citadel Securities Group LP and Citadel Securities GP LLC (each 715,910 shares), and states shared voting and dispositive power rather than sole control. The joint filing is signed May 15, 2026.
Charles Schwab Investment Management Inc. filed an amended Schedule 13G reporting beneficial ownership of 631,539 shares of Medifast Inc. Common Stock, representing 5.74% of the class as reported 03/31/2026. The amendment is signed by Omar Aguilar, Chief Executive Officer, on 05/13/2026.
MEDIFAST INC Schedule 13G/A amendment reports that Renaissance Technologies LLC and Renaissance Technologies Holdings Corporation beneficially own 773,710 shares of Common Stock, representing 6.96% of the class. The filing states certain funds managed by Renaissance have the right to receive dividends and proceeds; the filing is signed on 05/14/2026.
The report lists sole voting and sole dispositive power over 773,710 shares and provides the issuer CUSIP 58470H101. The filing identifies RTC and RTHC as Delaware entities and gives their New York address.
Medifast Inc. director Scott Schlackman reported open-market purchases of company stock. He bought 2,500 shares of Common Stock on May 8, 2026 at $12.65 per share and another 2,500 shares on May 11, 2026 at $12.53 per share. These transactions total 5,000 shares and were classified as open-market purchases. Following the later transaction, Schlackman directly owns 30,548.707 shares of Medifast Common Stock.
Medifast, Inc. reported a sharp slowdown for the quarter ended March 31, 2026, as revenue fell to $76.0 million from $115.7 million, a 34.3% decline. The company posted a net loss of $2.1 million, or $0.19 per share, compared with a $0.8 million loss, or $0.07 per share, a year earlier.
Results were pressured by a drop in active earning OPTAVIA coaches to 14,000 from 25,400, partly linked to broader adoption of GLP‑1 weight loss medications. Gross margin narrowed to 68.1%, and operating loss widened to $3.3 million. Despite this, Medifast ended the quarter with $168.9 million in cash, cash equivalents, and investments, working capital of $160.4 million, and no debt, while continuing a strategic shift toward holistic metabolic health and new product innovations.
Medifast reported a weak first quarter 2026 as revenue fell sharply while the company remained debt-free with strong liquidity. Revenue was $76.0 million, down 34.3% from $115.7 million a year earlier, mainly because independent active earning coaches dropped 44.9% to 14,000.
Productivity per coach improved, with average revenue per active earning coach up 19.2% to $5,432, but not enough to offset volume declines. Medifast posted a net loss of $2.1 million, or $0.19 per diluted share. Cash, cash equivalents and investments totaled $168.9 million with no debt. The company expects ongoing losses in 2026, guiding to second-quarter revenue of $60–$80 million and a full-year 2026 loss per share between $1.55 and $2.75 on revenue of $270–$300 million.
Medifast, Inc. is asking stockholders to vote on four key items at its May 19, 2026 annual meeting: elect seven directors, ratify RSM US LLP as auditor, approve an advisory vote on executive pay, and approve an Amended and Restated 2012 Share Incentive Plan.
The company highlights a 2025 strategic shift from weight loss to holistic metabolic health built around its Metabolic Synchronization platform, supported by clinical data showing a 14% visceral fat reduction and 98% lean mass retention over 16 weeks on its 5 & 1 plan. Management notes coach productivity grew 6% year over year in the fourth quarter of 2025, with a solid cash position and no debt.
Governance discussions emphasize a majority‑independent, diverse board, a planned June 1, 2026 transition of Daniel Chard from Chairman and CEO to non‑executive Chairman, and an ongoing cooperation agreement with Steamboat Capital that adds two independent nominees. The proxy also describes extensive human capital, diversity, wellness, and ESG initiatives, including high employee engagement in internal culture and wellness programs.