Red Cat Holdings, Inc. filings document the regulatory record for a Nevada operating company whose common stock trades on the Nasdaq Capital Market under RCAT. Form 8-K reports cover operating and financial results, purchase orders tied to Teal Drones and the U.S. Army Short Range Reconnaissance Program of Record, and material events involving Red Cat’s defense drone and robotic systems business.
The company’s filings also record completed acquisition activity, including Apium Swarm Robotics and its distributed autonomy technology for unmanned systems. Other disclosure areas include material definitive agreements, common-stock offering terms, capital-structure matters, and proxy materials addressing board governance, executive compensation, equity awards, shareholder voting items, and related public-company controls.
Red Cat Holdings director Christopher R. Moe reported two sales of Red Cat Holdings, Inc. common stock. He sold 20,000 shares on August 11, 2026 at $10.51 per share and 10,000 shares on August 25, 2025 at $10.04 per share. These were reported as direct holdings and were not marked as executed under a Rule 10b5-1 trading plan.
Red Cat Holdings, Inc. director Nicholas Reyland Liuzza Jr. reported selling 55,000 shares of common stock on 2026-08-11. The shares were sold at a weighted average price of $10.63 per share, in multiple transactions between $10.60 and $10.66. Following this sale, Liuzza directly holds 489,874 shares of Red Cat common stock.
Red Cat Holdings, Inc. is the issuer for a notice to sell 20,000 shares of common stock classified as Merrill Lynch Restricted Securities. The proposed sale is referenced with an aggregate market value of $210,264.09 and a date of 08/11/2026, with the securities listed on NASQ.
The filing also lists prior issuances of Red Cat common stock as stock bonus compensation: 18,324 shares dated 02/16/2024, 1,174 shares dated 03/01/2024, and 502 shares dated 04/01/2024.
State Street Corporation and its affiliates report beneficial ownership of Red Cat Holdings Inc. common stock on a Schedule 13G. They state aggregate beneficial ownership of 12,091,533 shares, representing 8.2% of the outstanding common stock, as of June 30, 2026. These shares are held with shared voting power over 11,879,592 shares and shared dispositive power over 12,091,533 shares, with no sole voting or dispositive power. SSGA Funds Management, Inc. separately reports beneficial ownership of 9,474,294 shares, or 6.4% of the class, all on a shared voting and dispositive basis. The filing lists several State Street investment advisory and banking subsidiaries as the entities through which these securities are held.
Red Cat Holdings reported Q2 2026 revenue of $20.2 million, up 527% from Q2 2025, with gross profit of $3.3 million and a gross margin of 16.1%, 39% higher year over year and 27% above Q1 2026. The company recorded a net loss of $35.3 million, or $0.26 per share, and a Q2 adjusted EBITDA loss of $31.8 million. For the first half of 2026, revenue reached $35.7 million with a net loss of $61.8 million.
Cash totaled $325.6 million at June 30, 2026, up from $167.9 million at year-end, primarily after $258.8 million of common stock offerings, while operating activities used $78.7 million of cash. Inventory and prepaid inventory increased to $84.8 million as the company scales production. Red Cat reaffirmed its full-year 2026 revenue target of $150–$180 million. Strategically, it completed the acquisition of Quaze Technologies, advanced Teal Drones to Gauntlet II of the Drone Dominance program, ramped Blue Ops’ Variant 7 uncrewed surface vessel to full-rate production, introduced the Hellcat small UAS platform, and secured new U.S. military orders.
Red Cat Holdings, Inc. Chairman and CEO Jeffrey M. Thompson reported an open-market sale of 150,000 shares of common stock on July 15, 2026 at a weighted-average price of $8.51 per share, with individual trades between $8.18 and $9.04. The sale was executed under a Rule 10b5-1 trading plan adopted on March 31, 2026. After this transaction, Thompson directly holds 12,762,202 shares of Red Cat common stock.