The Beauty Health Company SEC Filings

Capricorn Fund Managers Limited, a UK-based investment firm, has filed a Schedule 13G reporting beneficial ownership of 19,404,192 Class A ordinary shares of Beauty Health Co, representing 15.2% of the class. Capricorn has sole power to vote these shares but no power to dispose of them. The firm states the position was acquired and is held in the ordinary course of business and not to change or influence control of Beauty Health. Capricorn also notes it is a foreign investment adviser registered and regulated with the UK Financial Conduct Authority.

The Beauty Health Company (SKIN) reported an equity award to one of its directors. On 11/13/2025, the director received 57,692 restricted stock units (RSUs) of Class A common stock. Each RSU represents a contingent right to receive one share, subject to time-based vesting conditions. The RSUs vest on the earlier of the one-year anniversary of the grant date and the date of the Company’s 2026 Annual Meeting of Stockholders, as long as the director continues to serve on the board through that time. Following this grant, the director beneficially owns 57,692 Class A shares directly.

The Beauty Health Company (SKIN) filed its Q3 2025 10‑Q, reporting net sales of $70.655 million, down 10.3% year over year. Gross profit was $45.634 million, lifting gross margin to 64.6% from 51.6% a year ago as cost of sales fell. The company posted a loss from operations of $6.242 million and a net loss of $11.031 million, both improved versus last year.

Delivery Systems revenue declined 24.6% to $20.819 million, while Consumables slipped 2.6% to $49.836 million. Operating cash flow was $22.289 million for the nine months. Cash, cash equivalents, and restricted cash were $219.397 million, and inventories were $56.146 million.

Capital structure shifted with privately negotiated exchanges and repurchases of the 1.25% 2026 notes. The company issued $250.0 million of 7.95% Convertible Senior Secured Notes due 2028 (initial conversion rate 349.6503 shares per $1,000, or ~$2.86 per share) and recognized related net gains. Convertible senior notes, net, totaled $363.388 million at quarter end. As of November 3, 2025, Class A shares outstanding were 127,503,059.

The Beauty Health Company (SKIN) furnished an update on its fiscal quarter ended September 30, 2025. The company issued a press release and will hold a conference call covering its results, with the release provided as Exhibit 99.1.

The materials include non-GAAP financial information, with GAAP-to-non-GAAP reconciliations in Exhibit 99.1. The Item 2.02 information is furnished, not filed. The company also notes it shares material information via SEC filings, press releases, public calls, and its investor relations website.

Beauty Health (SKIN)Philippe Schaison. The event date is 10/30/2025. The filing states that no securities are beneficially owned. It was filed by one reporting person and includes an Exhibit 24 Power of Attorney, with the form signed by an attorney-in-fact.

The Beauty Health Company (SKIN) appointed Dr. Philippe Schaison to its Board, effective October 30, 2025. The Board and its Nominating and Corporate Governance Committee determined he is an independent director under Nasdaq and SEC rules. He was also appointed to the Nominating and Corporate Governance Committee and the Compensation Committee.

Director compensation will follow the company’s standard non‑employee director program and be prorated from his start date. The company furnished a press release on November 3, 2025, announcing the appointment.

The Beauty Health Company filed an amended report detailing the separation terms for former Chief Executive Officer Marla Beck, whose employment ended without cause effective September 30, 2025. She will serve in an advisory capacity from October 1 through no later than December 31, 2025, receiving her current compensation during this period, stated as $250,000 payable bi‑weekly.

Under the separation agreement, Ms. Beck will receive continued payment of Base Salary for eighteen months, a prorated bonus for the year of termination and any earned but unpaid prior‑year bonus, reimbursement of the employer portion of COBRA premiums for up to eighteen months, and up to $10,000 in legal fees. Her performance share units with a grant‑date value of $1,700,000 vest in full as of the Separation Date. The company states the departure did not arise from any disagreement related to financial reporting, operations, policies, or practices.

Beauty Health Co (SKIN) reporting person Pedro Bruno Ferreira Malha, who is President, CEO and a director, received restricted stock unit grants on 10/09/2025 that total 2,190,384 Class A common shares when combined across two grant lines. The filing shows 1,228,846 and 961,538 RSUs granted at an indicated per-share figure of $1.56. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant, subject to continued service and certain acceleration rights, and are reported as directly owned following the grant.

The report was signed by an attorney-in-fact on 10/10/2025. No derivative securities or other transactions are disclosed. This filing documents an equity grant to align the CEO/director with shareholder interests through multi-year vesting rather than a sale or purchase of existing shares.

Initial Form 3 filed for Beauty Health Co (SKIN) reports that Pedro Bruno Ferreira Malha, listed as President and CEO and a director, filed an initial Section 16 statement for an event dated 10/01/2025. The filing states no securities are beneficially owned by the reporting person and includes an Exhibit 24 power of attorney. The form was signed by an attorney-in-fact on 10/10/2025.