Welcome to our dedicated page for National Cinemedia SEC filings (Ticker: NCMI), 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.
The National CineMedia, Inc. (NCMI) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures, alongside AI-powered summaries that help explain key points in plain language. As the managing member and owner of approximately 100% of National CineMedia, LLC, which operates what it describes as the largest cinema advertising platform in the U.S., NCM’s filings give investors insight into how its theater-based advertising network performs and how management responds to industry conditions.
Among the most closely watched documents are annual reports on Form 10-K and quarterly reports on Form 10-Q. These filings typically include detailed discussions of revenue from national advertising, local and regional advertising, and beverage concessionaire agreements, as well as operating expenses such as theater exhibition fees, selling and marketing costs, and administrative and other costs. They also present operating data on total screens, attendance, and revenue per attendee, which are central to understanding NCM’s business model.
Investors can also review current reports on Form 8-K, where NCM discloses material events. Recent 8-K filings have covered topics such as the acquisition of Spotlight Cinema Networks, quarterly earnings press releases, changes to the board of directors, and executive departures with associated compensation arrangements. These documents help track governance developments, strategic transactions, and short-term financial updates between periodic reports.
For those monitoring insider activity and governance, Forms 3, 4, and 5 (when filed) provide information on equity holdings and transactions by directors, officers, and significant shareholders, while proxy statements (Form DEF 14A) outline board composition, director designation agreements, and executive compensation policies. NCM has, for example, described a Director Designation Agreement with Blantyre Capital Limited in its 8-K filings.
Stock Titan’s platform enhances these filings with AI-generated highlights that point out important changes in revenue composition, non-GAAP measures such as Adjusted OIBDA, capital structure details, and governance updates. Real-time ingestion from EDGAR means new NCMI filings appear quickly, and users can drill into specific forms—10-K, 10-Q, 8-K, and Form 4—to understand how National CineMedia’s cinema advertising operations, exhibitor relationships, and strategic initiatives are reflected in its official disclosures.
National CineMedia (NCMI) appointed Simon Mullaly to its Board of Directors, effective immediately, filling the vacancy created by the previously announced resignation of Nathan “Tripp” Lane. Mullaly was designated by Blantyre Capital under the Director Designation Agreement dated August 7, 2023.
The Board determined Mullaly is an independent director under Nasdaq rules. He has no disclosed family relationships or related‑party transactions. The company executed its standard director indemnification agreement with him. He has not yet been appointed to any Board committees.
Insider sale under 10b5-1 plan: The reporting person, Catherine Sullivan, President - Sales & Marketing at National CineMedia, Inc. (NCMI), reported an open-market sale of 734 shares of common stock on 10/03/2025 at a price of $4.3082 per share. The sale was made pursuant to a 10b5-1 trading plan adopted on 05/22/2025. Following the transaction the reporting person beneficially owns 25,737 shares, held directly. The Form 4 was signed by an attorney-in-fact on 10/06/2025.
Maria VG Woods, EVP - General Counsel of National CineMedia, Inc. (NCMI), reported transactions on 09/30/2025. She acquired 19,375 shares of common stock upon vesting of restricted stock units and subsequently sold 9,039 shares on the open market at a price of $4.4432 per share to satisfy tax withholding obligations. After these transactions Ms. Woods beneficially owned 118,998 shares of NCMI common stock. The Form 4 was signed by Laura Anne Kenwick as attorney-in-fact on 10/02/2025.
Catherine Sullivan, President - Sales & Marketing of National CineMedia, Inc. (NCMI), reported changes in her beneficial ownership on 09/30/2025. She took delivery of 4,771 shares upon vesting of restricted stock units and sold 1,835 shares on the open market to satisfy tax withholding at a sale price of $4.4432 per share. Following these transactions, she beneficially owns 28,306 shares of NCMI common stock. The filing was signed by an attorney-in-fact on 10/02/2025. The restricted stock units vested immediately and each RSU represents the right to one share.
National CineMedia insider Ronnie Y. Ng, the company's Chief Financial Officer, reported transactions on 09/30/2025 showing the vesting of 38,750 restricted stock units that converted into 38,750 shares and the open-market sale of 20,938 shares at $4.4432 per share to cover taxes. After these transactions Mr. Ng beneficially owned 181,152 shares (down from 202,135 immediately following the RSU vest). The Form 4 was filed by a single reporting person and signed by an attorney-in-fact on 10/02/2025.
Thomas F. Lesinski, Chief Executive Officer and director of National CineMedia, Inc. (NCMI), reported transactions on 09/30/2025. 77,500 restricted stock units vested and were acquired by the reporting person at no cash price; simultaneously 37,834 shares were sold on the open market at $4.4432 per share to satisfy tax withholding. After these transactions the reporting person beneficially owned 462,144 shares. The filing states each restricted stock unit converts to one share and that the sale was executed pursuant to the award agreement to cover tax obligations.
Blantyre group disclosures show an aggregate 29.0% stake in National CineMedia, Inc. (NCMI), totaling 27,144,639 shares based on 93,710,120 outstanding shares as of July 31, 2025. The filing amends Item 4 to report a board change: Nathan "Tripp" Lane, previously designated under a Director Designation Agreement, has resigned and Blantyre has designated Simon Mullaly to replace him, expected to join the Board upon effectiveness of Lane's resignation. The Reporting Persons state they will continue to review their investment and may communicate with management, other shareholders or acquire or dispose of shares, and they reported no transactions in the past 60 days.
National CineMedia (NCMI) Amended S-3/A prospectus amendment emphasizes risk factors tied to NCM LLC’s recent emergence from bankruptcy, potential litigation and altered relationships with major theater partners including AMC and Cinemark, and operational risks from declines in theater attendance or changes in patron behavior that could reduce viewership of The Noovie® Show. The filing highlights dependence on NCM LLC distributions to the holding company, technology and data‑privacy risks, competitive pressures in advertising, and anti‑takeover provisions including authority to issue blank‑check preferred stock. The company also notes growth channels such as its NCMx products, digital gaming and complementary out‑of‑home advertising venues.
National CineMedia, Inc. reported that on September 26, 2025, Nathan “Tripp” Lane submitted his resignation from the company’s Board of Directors and all related committees. He will step down effective immediately before the Board approves a replacement nominee to be designated by Blantyre Capital Limited under an existing Director Designation Agreement dated August 7, 2023.
The company states that Mr. Lane’s resignation did not result from any disagreement with National CineMedia. Under the designation rights in that agreement, Blantyre Capital may name a replacement director, and the Board expects to appoint Blantyre Capital’s designee, provided the Board determines in good faith, after consulting outside legal counsel, that doing so would not breach its fiduciary duties or applicable law.
Form 144 filed for National CineMedia, Inc. (NCMI) shows a proposed sale of 3,000 shares of common stock to be executed through Morgan Stanley Smith Barney LLC on 09/30/2025 with an aggregate market value of $14,250. The filing reports 93,718,031 shares outstanding for the issuer.
The securities to be sold were acquired through restricted stock unit vesting on 09/30/2025; the filer indicates 4,771 shares were acquired in that vesting and the nature of payment is listed as compensation. The filing also discloses sales during the past three months: 1,834 shares sold on 06/30/2025 for gross proceeds of $8,835.66. The notice includes the standard representation that the seller is not aware of undisclosed material adverse information.