National CineMedia, Inc. SEC filings document the company’s cinema advertising business, its role as managing member of National CineMedia, LLC, and public-company governance matters. Form 8-K filings report operating results, financial-condition updates, Regulation FD disclosures, completed acquisition activity, and amendments to prior event reports.
The company’s proxy and governance filings cover annual meeting matters, director elections, executive compensation, board structure, and shareholder voting items. Other filings address board appointments, executive departures, compensatory arrangements, bylaw amendments, director-count changes, indemnification arrangements, and related corporate governance disclosures under Nasdaq-listed issuer requirements.
National CineMedia, Inc. (NCMI) common stock is the subject of Blantyre Capital II Limited’s report of beneficial ownership of 27,141,507 shares, or 28.9% of the class. Blantyre Capital II Limited says it may be deemed to share beneficial ownership because it was appointed sub-adviser to certain reporting persons on April 2 and April 9, 2026. It reports shared voting and dispositive power over 27,141,507 shares. The percentage is based on 94,070,443 NCMI shares outstanding as of August 6, 2026.
The reported share count reflects automatic calculation adjustments when a 2023 transaction settled in Q3 2026; the change did not result from a transaction in NCMI securities during that quarter. An earlier amendment reported 27,144,639 shares. NCMI’s board elected Mark Sardi as a director on May 7, 2026, under the Director Designation Agreement.
National CineMedia, Inc. (NCMI) Chief Legal Officer Maria VG Woods acquired 25,833 common shares when 25,833 restricted stock units vested on September 30, 2026. On October 1, 2026, she sold 12,189 shares at $2.0940 per share on the open market to satisfy the tax obligation upon vesting. No Rule 10b5-1 plan is reported.
National CineMedia, Inc. Chief Financial Officer Ronnie Y. Ng acquired 51,666 common shares when restricted stock units vested on September 30, 2026; each unit represents one common share. On October 1, 2026, he sold 35,467 shares at $2.094 per share in an open-market transaction to satisfy the tax obligation upon vesting, pursuant to the award agreement. No Rule 10b5-1 plan is reported.
National CineMedia, Inc. Chief Executive Officer and director Thomas F. Lesinski acquired 103,333 common shares when restricted stock units vested on September 30, 2026. On October 1, he sold 70,933 shares at $2.0940 per share in the open market to satisfy the tax obligation upon vesting, pursuant to the award agreement. Each restricted stock unit represented the right to receive one common share.
A Form 144 notice for National CineMedia, Inc. (NCMI) identifies officer Maria VG Woods and reports a planned sale of 13,500 common shares on September 30, 2026, with an estimated aggregate market value of $29,700. The sale is tied to the vesting of 25,833 restricted stock units; the estimated share amount and value are intended to cover tax withholding under a mandatory sell-to-cover provision in the award agreement and depend on the stock price.
National CineMedia, Inc. (NCMI) officer Ronnie Y. Ng reported an intended sale of 34,000 common shares, with an estimated aggregate market value of $74,800. The approximate sale date is September 30, 2026; the share count and value are estimates dependent on the stock price, and the sale is intended to cover tax withholdings due upon vesting under a mandatory sell-to-cover provision. The notice lists 51,666 shares from restricted stock unit vesting as compensation on September 30, 2026.
National CineMedia, Inc. (NCMI) officer and director Thomas F. Lesinski proposed selling an estimated 71,500 common shares on September 30, 2026, for an estimated aggregate market value of $157,300. The sale is to cover tax withholdings due upon vesting under a mandatory sell-to-cover provision in the award agreement. The notice lists 103,333 shares for restricted stock unit vesting on September 30, 2026, and prior sales of 70,168 shares for $264,701.76 on July 2, 2026, and 50,623 shares for $211,766.13 on August 4, 2026.
National CineMedia, Inc. (NCMI) completed the acquisition of Captivate for cash consideration of $275.0 million and put in place new long‑term credit facilities to fund the deal and refinance existing debt. Through NCM Holdings, LLC, the company acquired 100% of the equity interests of Captivate Holdings, LLC and Captivate Network Holdings, Inc. The transaction was funded with a new $275.0 million senior secured first‑lien term loan facility, a new $25.0 million senior secured revolving credit facility (of which $10.0 million was drawn at closing), and cash on hand.
The new Facilities mature on September 18, 2031 and bear interest at SOFR plus 7.00% or a base rate plus 6.00%, with an option on the term loan for up to 2.00% of the margin to be paid in kind for two years at slightly higher margins. The facilities are secured by substantially all assets of the borrowers and guarantors and include a maximum Total Net Leverage Ratio of 5.00:1.00, stepping down to 4.75:1.00 in 2028 and 4.50:1.00 in 2029. The company repaid in full and terminated its prior loan and security agreement with U.S. Bank National Association, and all related liens and guarantees were released. Following the Captivate acquisition, National CineMedia’s platform comprises more than 48,000 digital screens across 185 Designated Market Areas.
National CineMedia, Inc. (NCMI) received an amended Schedule 13G filing reporting that Orbis Investment Management Ltd and Allan Gray Australia Pty Ltd together beneficially own 11,235,746 shares of NCMI common stock, representing 11.9% of the class. Orbis holds sole voting and dispositive power over 11,108,183 shares and Allan Gray Australia over 127,563 shares. Both are classified as Non-U.S. Institutions equivalent to investment advisers and state that other persons have rights to receive dividends or sale proceeds tied to these shares. Each reporting person disclaims beneficial ownership of shares reported by the other and states that, despite this joint filing, it does not represent being part of a group under Section 13(d)(3).
National CineMedia, Inc. (NCMI) director David Edward Glazek reported acquiring 50,000 shares of common stock on 2026-08-14. The transaction was coded as a grant/award acquisition, with a reported average price of $2.7866 per share from multiple trades in a $2.744–$2.87 range. Following this acquisition, Glazek directly holds 111,720 shares of National CineMedia common stock.