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.
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.
Form 144 notice for National CineMedia, Inc. (NCMI) documents a proposed sale of 12,000 shares of common stock through Morgan Stanley Smith Barney LLC on or about 09/30/2025. The filer reports these shares were acquired on 09/30/2025 by restricted stock unit vesting and the acquisition is recorded as 19,375 shares received with compensation as the payment type. The filing lists the aggregate market value of the 12,000 shares as $57,000 and total shares outstanding as 93,718,031. The form also discloses a prior sale on 06/30/2025 of 9,038 shares for gross proceeds of $43,542.37. The notice includes the mandatory representation that the seller is not aware of undisclosed material adverse information.
Form 144 filed for National CineMedia, Inc. (NCMI) shows a proposed sale of 22,000 shares of common stock through Morgan Stanley Smith Barney with an aggregate market value of $104,500, to be sold on or about 09/30/2025 on NASDAQ. The filing reports the shares originated from a restricted stock unit vesting on 09/30/2025 (38,750 shares acquired as compensation). The filing also discloses a sale by Ronnie Y. Ng of 18,914 shares for gross proceeds of $91,121.98 on 06/30/2025. The holder represents no undisclosed material adverse information.
National CineMedia, Inc. (NCMI) notice reports a proposed sale of 42,000 shares of common stock through Morgan Stanley Smith Barney with an aggregate market value of $199,500, scheduled approximately for 09/30/2025. The securities to be sold were acquired on 09/30/2025 through restricted stock unit vesting (77,500 shares) and were treated as compensation. The filer also disclosed three sales by Thomas F. Lesinski in the past three months totaling 78,083 shares for aggregate gross proceeds of $369,636.31 (sales on 06/30/2025, 07/31/2025, and 08/01/2025). The notice includes the standard representation that the seller is not aware of undisclosed material adverse information.
Form 144 filed for National CineMedia, Inc. (NCMI) reports a proposed sale of 30,971 common shares through J.P. Morgan Securities on 09/25/2025 on the Nasdaq with an aggregate market value of $146,493. The shares reported were acquired from the issuer: 28,818 shares from a PSU vest on 08/04/2022, 1,833 shares as compensation on 02/24/2020, and 320 shares as compensation on 12/02/2019. The filer states there were no sales in the past three months to report and makes the standard representation about absence of undisclosed material adverse information.
National CineMedia insider sale disclosed on Form 4. Maria Woods, EVP and General Counsel, executed an open-market sale of 2,584 shares of common stock on 09/17/2025 at an average price of $5.001 per share under a 10b5-1 trading plan adopted May 15, 2025. After the sale, the reporting person beneficially owns 108,662 shares, reported as direct ownership. The Form 4 was signed by attorney-in-fact Laura Anne Kenwick on 09/18/2025. The filing provides transaction price range ($5.000–$5.005) and notes the sale was pursuant to the pre-established trading plan.