Playboy Inc SEC Filings

Playboy, Inc. (PLBY) announced that it has made a new investor presentation available on its website as of November 20, 2025. The company plans to use this presentation in future investor communications and conferences, and has also attached it as Exhibit 99.1 to this current report. The materials discuss management’s views on its markets, business model and future plans, but are furnished rather than filed, meaning they are not subject to certain liability provisions and are not automatically incorporated into other SEC reports. Playboy also includes a standard caution that the presentation contains forward-looking statements that involve risks and uncertainties, and directs readers to its SEC filings for a more complete description of these risks.

Playboy, Inc. (PLBY) furnished an update on Q3 2025. The company announced it issued a press release with financial results for the quarter ended September 30, 2025 and posted a stockholder letter on its investor site. These materials were furnished under Items 2.02 and 7.01 and are not deemed “filed” under Section 18. The press release and letter are attached as Exhibits 99.1 and 99.2.

Playboy, Inc. (PLBY) disclosed a routine insider transaction on Form 4. A company director received a grant of 68,027 restricted stock units on 10/28/2025 at a price of $0.

The RSUs vest on the earlier of June 16, 2026 or the date of the company’s 2026 annual meeting. After this grant, the reporting person beneficially owned 68,027 shares, held directly.

Playboy, Inc. reported that a Hong Kong International Arbitration Centre tribunal ruled in favor of its wholly owned subsidiary Playboy Enterprises International, Inc. against former Chinese licensee New Handong Investment (Guangdong) Co., Ltd. The Tribunal found PEII's termination notice lawful, dismissed New Handong's counterclaims, and ordered New Handong to cease use of Playboy intellectual property and to pay guaranteed royalties, a termination fee, unpaid marketing expenses and other fees and expenses totaling approximately $81 million plus interest. Interest will accrue at 8.25% from the award date if the award is not paid in full by September 20, 2025. The decision is final, and PEII may seek enforcement in China if New Handong does not comply. The Company issued a press release on September 8, 2025; a copy is attached as Exhibit 99.1.

Playboy, Inc. reporting persons Docler Holding S.a r.l., Byborg Enterprises S.A. and The Million S.a. r.l., each disclose shared voting and dispositive power over 14,900,000 shares of common stock, representing 13.9% of the outstanding class based on 107,548,055 shares reported by the issuer. All three entities are organized in Luxembourg and report no sole voting or dispositive power over the shares. The cover-page figures are incorporated by reference and the filing restates Item 5(a) to reflect the ownership percentage calculation. The filing lists the issuer's principal executive offices as 10960 Wilshire Blvd., Suite 2200, Los Angeles, California.

Drawbridge / Fortress group disclosed significant common stock holdings of Playboy, Inc. Combined filings by multiple affiliated entities report beneficial ownership positions ranging from 14.0% to 15.4% of Playboy's common stock based on 107,548,055 shares outstanding. The largest reported aggregate amount is 16,589,531 shares, representing 15.4% of the class.

The Schedule 13G/A lists each reporting entity, their Delaware organization, and voting/dispositive power: all report 0 sole voting and dispositive power and substantial shared voting and dispositive power (e.g., 16,589,531 shared for several entities). A Joint Filing Agreement dated February 5, 2025 is incorporated by reference into this amendment.

Drawbridge-affiliated entities filed a Form 3 reporting initial beneficial ownership in Playboy, Inc. (PLBY). The filing lists multiple indirect holdings of Common Stock: 8,043,217, 3,236,791, 2,574,004, 943,168, 831,345, 387,326, 373,338 and 200,342 shares across several related entities. Footnotes describe a chain of ownership and advisory relationships among Drawbridge and Fortress-related entities and disclaimers limiting beneficial-ownership admissions.

FIG Buyer GP, LLC and affiliated Fortress/Drawbridge entities reported indirect beneficial ownership of common stock of Playboy, Inc. (PLBY) on Form 3. The filing lists eight categories of holdings totaling 16,589,531 shares held indirectly across funds and special purpose entities. The reporting group checked boxes indicating a Director relationship and as a 10% owner. Each holding is described with the specific fund or vehicle that directly holds the shares, and the report includes a standard disclaimer that each reporting person disclaims beneficial ownership except to the extent of pecuniary interest.

On August 22, 2025, Playboy, Inc. completed the conversion of all remaining 21,000.00001 shares of its Series B Convertible Preferred Stock into 12,439,730 shares of common stock at a conversion price of $1.74448 per share. As a result, the company no longer has any preferred stock outstanding and now has 107,548,055 shares of common stock outstanding. The conversion was pro rata, produced no cash proceeds, and the issued common shares were restricted and relied on the Section 3(a)(9) exemption from registration. A press release about the conversion was furnished on August 25, 2025.