MultiSensor AI Holdings, Inc. reported a 4,210-share award to director Daniel M. Friedberg on September 30, 2026. His reported direct holdings after the award were 14,082 shares; a footnote says he holds award securities on behalf of 325 Capital LLC or its affiliates as directed and has no direct pecuniary interest.
Warrants held indirectly by 325 Capital Master Fund LP are exercisable for 459,797 common shares, and warrants held indirectly by 325 Capital LLC are exercisable for 1,881,339 common shares, each at a $5.98 exercise price. They are exercisable from Stockholder Approval and subject to a 49.5% Maximum Ownership Limitation for each holder.
MultiSensor AI Holdings, Inc. (MSAI) director Petros Kitsos received a grant of 2,105 restricted stock units on September 30, 2026, pursuant to the company's 2023 Incentive Award Plan. Each RSU represents the right to receive one common share, and the units vested in full on the grant date. His reported direct holdings after the transaction were 7,392 shares.
MultiSensor AI Holdings, Inc. (MSAI) director David Gow was granted 2,105 restricted stock units under the issuer’s 2023 Incentive Award Plan. Each unit represents the right to receive one share of common stock. The units vested in full on September 30, 2026, the grant date. Following the transaction, Gow reported direct holdings of 25,079 shares of common stock.
MultiSensor AI Holdings, Inc. director Stuart V. Flavin received a grant of 2,105 restricted stock units on September 30, 2026, under the company's 2023 Incentive Award Plan. Each unit represented the right to receive one common share, and the units vested in full on the grant date. His reported direct common-stock holdings following the transaction were 7,726 shares.
MultiSensor AI Holdings, Inc. director Margaret M. Chu received a grant of 2,105 restricted stock units on September 30, 2026, under the company’s 2023 Incentive Award Plan. Each RSU represented the right to receive one share of common stock, and all units vested in full on the grant date. Her reported direct common-stock holdings after the transaction were 7,392 shares.
MultiSensor AI Holdings, Inc. reported higher revenue but continued losses for the quarter and six months ended June 30, 2026. Net revenue grew to $1.7M for the quarter and $3.3M for six months, up 19% and 28% year over year, driven mainly by software subscriptions. Software revenue reached $1.4M for the first half, up 117%, while services revenue declined sharply after discontinuation of inspection and training offerings.
Operating loss narrowed to $2.6M for the quarter and $5.2M year-to-date, with lower SG&A and share-based compensation partly offset by higher depreciation tied to the MSAI Connect platform. Net loss improved to $4.9M for six months from $7.8M. Cash and cash equivalents were $21.0M, with $4.1M used in operating activities in the first half. Management believes current liquidity and expected operating cash flows are sufficient for at least 12 months, and has additional flexibility through a $60.0M at-the-market facility and outstanding 2025 warrants.
MultiSensor AI Holdings, Inc. reported results for the quarter ended June 30, 2026. Quarterly revenue was $1.7 million, up from $1.4 million a year earlier, while the company recorded a net loss of $2.5 million versus a $3.3 million loss in the prior-year quarter.
Operating expenses declined year over year, with total operating expenses at $3.4 million compared with $3.7 million, contributing to a narrower operating loss of $2.6 million. For the first six months of 2026, revenue was $3.3 million and the net loss was $4.9 million, improved from a $7.8 million loss in the same period of 2025.
Cash and cash equivalents were $21.0 million at June 30, 2026, down from $24.4 million at year-end, with net cash used in operating activities of $4.1 million in the first half. The company highlights growth in recurring software subscriptions and a leaner cost structure and notes that all share data reflect a 1-for-40 reverse stock split completed on April 13, 2026.
Nadolny Robert reported acquisition or exercise transactions in this Form 4 filing.
MultiSensor AI Holdings, Inc. granted its Chief Financial Officer, Robert Nadolny, 17,935 restricted stock units (RSUs) on July 16, 2026 under its 2023 Incentive Award Plan. Each RSU represents one share of common stock and vests in four equal installments on January 1 of 2027, 2028, 2029 and 2030. After this equity award, Nadolny reports 23,491 shares of common stock held directly, with all share amounts retroactively adjusted for the company’s 1-for-40 reverse stock split effective April 13, 2026.
MultiSensor AI Holdings, Inc. granted equity awards to directors and senior executives and amended change-in-control treatment of prior awards and employment agreements. Non-employee directors received a total of 11,214 RSUs for second-quarter 2026 service, which immediately vested into common shares, in transactions relying on exemptions under Rule 506 and/or Section 4(a)(2) of the Securities Act.
Effective July 16, 2026, CEO Asim Akram received 20,841 RSUs and 83,364 PSUs at target and CFO Robert Nadolny received 17,935 RSUs and 23,774 PSUs at target, plus additional 2025 PSU tranches. RSUs vest in four annual installments beginning January 1, 2027. PSUs vest, if at all, based on revenue for the year ending December 31, 2029, with a $31.5M threshold (50% payout) and $45.0M target (100% payout). Amendments provide that equity awards generally continue on their original schedules through a Change in Control but become fully vested if not assumed or upon certain terminations within 24 months afterward.
Akram Asim reported acquisition or exercise transactions in this Form 4 filing.
MultiSensor AI Holdings, Inc. Chief Executive Officer Akram Asim received a grant of 20,841 restricted stock units (RSUs) on July 16, 2026 under the 2023 Incentive Award Plan. The RSUs vest in four equal installments on January 1 of 2027, 2028, 2029 and 2030. Following this award, Asim directly holds 25,201 split-adjusted securities, reflecting the company’s 1-for-40 reverse stock split effective April 13, 2026.