Rxsight, Inc. SEC Filings

RxSight, Inc. filed an 8-K to report two main updates. The company issued a press release with preliminary, unaudited financial and operational results for the fourth quarter and full year 2025, furnished as Exhibit 99.1 and not treated as filed for liability purposes.

The board appointed Mark Wilterding as Chief Financial Officer and principal financial and accounting officer, effective January 11, 2026, succeeding Shelley Thunen. His employment terms include a $550,000 annual base salary, an annual bonus opportunity of up to 65% of base salary, and equity grants consisting of an option to purchase 258,770 shares and 163,528 restricted stock units with four-year vesting schedules, all under the 2021 Equity Incentive Plan. He also entered into change in control severance and indemnification agreements consistent with other executive officers.

RxSight, Inc. reported that it has entered into a transition agreement and release of claims, as well as a consulting agreement, with its outgoing Chief Financial Officer and principal financial and accounting officer, Shelley Thunen. Under these agreements, she will provide certain transition services to support the company after her employment separation date.

The company stated that this Chief Financial Officer leadership transition does not affect its outlook or expectations for full-year 2025. RxSight also noted that it continues to execute on its strategic and operational priorities, indicating that its business plans and financial expectations remain intact despite the change in its finance leadership.

RxSight, Inc. reported lower quarterly sales and a wider loss while maintaining a strong cash position as it scales its light-adjustable intraocular lens business. For the three months ended September 30, 2025, sales were $30,340 (in thousands), down from $35,314 (in thousands) a year earlier, with gross profit of $24,227 (in thousands) and an operating loss of $12,178 (in thousands). Net loss was $9,816 (in thousands), or $0.24 per share, compared with a net loss of $6,338 (in thousands), or $0.16 per share.

For the first nine months of 2025, sales were $101,871 (in thousands) versus $99,713 (in thousands) in 2024, and net loss increased to $29,792 (in thousands) from $21,517 (in thousands). Cash, cash equivalents and short-term investments totaled $227,500 (in thousands) as of September 30, 2025, and management believes this will fund operations for at least 12 months, though it still expects ongoing operating losses.

RxSight had 1,109 Light Delivery Devices installed and approximately 276,000 Light Adjustable Lenses implanted since inception, reflecting continued commercial adoption. The company also disclosed consolidated securities class actions and shareholder derivative suits seeking unspecified damages related to its disclosures, which it contests and intends to defend vigorously.

RxSight, Inc. (RXST) furnished quarterly results via a current report. The company announced results of operations and financial condition for the three and nine months ended September 30, 2025, under Item 2.02. The information was furnished, not filed, meaning it is not subject to Section 18 liability and is not incorporated into other filings unless specifically referenced. A press release with the details is included as Exhibit 99.1, with the cover page interactive data tagged as Exhibit 104.

Insider purchases reported for RxSight, Inc. (RXST). On 09/25/2025 Co-President and Chief Operating Officer Ilya Goldshleger acquired 15,096 and 8,349 shares of common stock at $4.34 and $4.13 per share respectively, increasing his direct holdings to 65,691 shares. Separate stock option exercises or grants totaling 23,445 options at $4.34 and $4.13 were also reported. Holdings include 1,372 shares held indirectly by spouse.

Divisadero Street Capital and affiliated entities, together with William Zolezzi, report beneficial ownership of 218,918 shares of RxSight common stock, representing approximately 0.5% of the class. The filing shows no sole voting or dispositive power and reports shared voting and dispositive power over 218,918 shares, indicating coordinated control among the reporting persons rather than individual sole authority. The report states these securities are directly owned by advisory clients of Divisadero Street Capital Management and that no advisory client holds more than 5% of the class.

The filing is submitted as a Schedule 13G/A by the investment-adviser and affiliated entities and includes a joint filing agreement and an exhibit identifying the control person.

Bank of America Corporation reports beneficial ownership of 172,091 shares of RxSight, Inc. common stock, representing 0.4% of the class. The filing shows 0 shares with sole voting or dispositive power, 151,216 shares with shared voting power and 172,091 with shared dispositive power, reflecting holdings across Bank of America and several wholly owned subsidiaries. The statement affirms the shares are held in the ordinary course of business and were not acquired to change or influence control of the issuer. Ownership is below the 5% threshold that typically signals a controlling stake.

Artisan Partners reports beneficial ownership of 2,252,544 shares of RxSight common stock, representing 5.5% of the class based on 40,636,981 shares outstanding as stated in the filing. The reporting group discloses no sole voting or dispositive power and instead reports 2,041,668 shares with shared voting power and 2,252,544 shares with shared dispositive power.

The shares were acquired on behalf of discretionary clients of Artisan Partners Limited Partnership and the filers certify the holdings are in the ordinary course of business and not held to influence control. A Joint Filing Agreement among the reporting persons is included as an exhibit.