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SenesTech, Inc. 8-K Filings

SNES NASDAQ

Every 8-K that SenesTech, Inc. (SNES) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow SNES and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SNES filings page.

Rhea-AI Summary

SenesTech reported record Q2 2026 results, with revenue of $770,000, up 56% sequentially and 23% year over year, and a company-record gross margin of 73.6%. First-half 2026 revenue reached $1.26 million, a 14% increase versus the first half of 2025.

E-commerce was the main growth driver: revenue more than tripled to $511,000, including Amazon revenue of $349,000 in the first full quarter of in-house management, and subscription revenue of $104,000. Despite this, SenesTech posted a Q2 net loss of $1.8 million and Adjusted EBITDA loss of $1.4 million, with $5.1 million in cash at June 30, 2026. Management emphasized continued investment in its e-commerce platform, AI-enabled assessment services, targeted B2B verticals, agricultural deployments and international distribution while working toward profitability.

Rhea-AI Summary

SenesTech, Inc. reported strong momentum in its e-commerce operations for the second quarter of 2026. The company said its active online subscription customer base, spanning both direct-to-consumer and business-to-business customers, more than doubled compared with the first quarter, reaching a record level and reinforcing its subscription-driven, recurring revenue model.

The company also stated that its e-commerce business grew 186% quarter over quarter, supported by investments in Amazon, SenesTech.com and its Shopify platform, including transitioning to direct management of these channels. Management highlighted that subscriptions for its Evolve® and ContraPest® rodent birth control products are designed to encourage ongoing product use and generate more predictable recurring revenue, with the strategy aimed at increasing customer lifetime value and strengthening long-term relationships across consumer and commercial markets.

Rhea-AI Summary

SenesTech, Inc. reported the voting results from its 2026 annual meeting of stockholders held on June 9, 2026. Stockholders elected Class I directors Jake S. Leach and Joshua M. Moss to three-year terms running until the 2029 annual meeting.

Investors also approved, on a non-binding advisory basis, the 2025 executive compensation package in the Say-on-Pay proposal. The 2018 Equity Incentive Plan was amended to add 1,200,000 additional shares of common stock available for issuance. Stockholders further ratified M&K CPAS, PLLC as the independent registered public accounting firm for the fiscal year ending December 31, 2026.

Rhea-AI Summary

SenesTech reported modest Q1 2026 growth as it shifts to a recurring, e-commerce driven model. Revenue rose 2% to $493,000, while gross profit increased to $338,000 and gross margin reached a company record 68.6% as higher-margin channels expanded.

Direct-to-consumer revenue grew 42% to $194,000 and subscription revenue rose 44% to $56,000, partly offsetting a deliberate reduction in third-party e-commerce sales during the transition to in-house Amazon management. B2B revenue increased 57% to $298,000 across distributor, municipal, and professional channels.

Net loss widened to $2.1 million, including $443,000 of severance and one-time legal costs, and adjusted EBITDA loss was $1.6 million. SenesTech ended the quarter with $6.8 million in cash and equivalents and highlighted strong April 2026 e-commerce momentum, with online sales up 163% year over year to $146,000. The company also emphasized its new CEO, e-commerce site redesign, packaging refresh, and growing municipal and international activity.

Rhea-AI Summary

SenesTech, Inc. appointed Michael Edell as its new President and Chief Executive Officer effective May 6, 2026, succeeding Joel L. Fruendt, and also named him to the Board as a Class III director with a term running to the 2028 annual meeting. Edell previously served as Interim Chief Operating Officer overseeing day-to-day operations and commercial strategy. Under his employment agreement, he will receive a $360,000 annual base salary and be eligible for an annual bonus targeted at 60% of base salary, pro rated for 2026 from April 1. He was also granted an option to purchase 5.0% of SenesTech’s outstanding common shares, vesting over three years in quarterly installments and exercisable only if stockholders approve an increase to the 2018 Equity Incentive Plan. If terminated without cause or he resigns for good reason, he may receive salary and healthcare continuation for up to 12 months, full vesting of the option, and a pro rated bonus for the year of termination. Jamie Bechtel’s role as Interim Executive Chair concluded in connection with Edell’s appointment.

Rhea-AI Summary

SenesTech, Inc. reported 2025 results showing faster growth but continuing losses. Full-year revenue rose 20% to $2.2 million, driven mainly by e-commerce, while gross margin improved to 62.5% from 54.1% as higher-margin Evolve products and manufacturing efficiencies took hold.

The company posted a 2025 net loss of $6.4 million versus $6.2 million in 2024. Adjusted EBITDA loss improved to $5.3 million from $5.8 million, and Adjusted Net Loss was $5.6 million after excluding one-time legal and non-cash lease expenses. E-commerce revenue grew 88% year over year and now accounts for more than half of total revenue.

Capital raises in 2025 lifted cash and short-term investments to $8.6 million at year-end, and the company believes this provides operating runway through approximately the second quarter of 2027. SenesTech highlighted strong field data for its Evolve rodent birth control, international expansion into New Zealand and Belize, and a CEO transition with an Interim Executive Chair appointed while a formal search for a new CEO is underway.

Rhea-AI Summary

SenesTech, Inc. filed an amended report to add a missing conformed signature, and confirmed that President and Chief Executive Officer Joel L. Fruendt has notified the company he will retire from both his executive role and the Board.

His retirement will be effective on the earlier of June 30, 2026, or the appointment of a successor CEO. Under a separation agreement, he will receive continued base salary through December 15, 2026, company-paid or reimbursed health insurance premiums through December 31, 2026, and accelerated vesting of his stock options, subject to his release of claims. The Board appointed Jamie Bechtel as Interim Executive Chair, with annual compensation of $247,500 for that role in addition to existing Board-related pay.

Rhea-AI Summary

SenesTech, Inc. announced that President and Chief Executive Officer Joel L. Fruendt plans to retire from the company and its Board, effective on the earlier of June 30, 2026 or the appointment of a successor CEO. The company and Mr. Fruendt entered into a separation agreement that provides continued base salary through December 15, 2026, health insurance premiums paid or reimbursed through December 31, 2026, and accelerated vesting of his stock options, subject to his signing a release of claims.

The Board appointed Jamie Bechtel as Interim Executive Chair on January 26, 2026. She will receive $247,500 per year for this role, in addition to any existing compensation for her service on the Board and its committees.

Rhea-AI Summary

SenesTech (SNES) appointed Michael Edell as Interim Chief Operating Officer and outlined his compensation terms. The role is effective November 3, 2025, with an employment offer letter executed on November 7, 2025.

Edell will receive $30,000 per month and may earn bonuses of up to $25,000 for Q4 2025 and up to $30,000 for Q1 2026, subject to Board discretion. The agreement runs for six months on an at‑will basis. Either party may terminate with 60 days’ notice; the company can immediately relieve duties while continuing salary during the notice period. No additional compensation or benefits are provided unless authorized in writing, apart from requirements under California law, and Edell is restricted from competing during employment.

Rhea-AI Summary

SenesTech (SNES) announced its third‑quarter results for the period ended September 30, 2025. The company furnished a press release detailing these results as Exhibit 99.1 to a Form 8‑K under Item 2.02.

The disclosure is presented as furnished, not filed, under the Exchange Act. The company also stated it has no obligation to publicly update forward‑looking statements. The text referenced in the report may be available on www.senestech.com.

Rhea-AI Summary

SenesTech, Inc. (SNES) appointed Michael Edell as Interim Chief Operating Officer effective October 15, 2025. The company states there are no family relationships and no arrangements or understandings related to his election.

Edell will receive $30,000 per month and is eligible for a bonus at the Board’s discretion. Given the interim status, he will not receive standard benefits such as health insurance, retirement plans, paid time off, or other fringe benefits, and he will not be entitled to severance or other post‑termination compensation. He will be reimbursed for reasonable business expenses and will enter into the company’s standard indemnification agreement for officers.

Rhea-AI Summary

SenesTech, Inc. filed an 8-K to report that it has filed a prospectus supplement registering an additional $7,580,675 of shares of its common stock under its existing at-the-market offering agreement with H.C. Wainwright & Co., LLC dated June 20, 2024. These shares may be issued from time to time through the sales agent under that agreement. The company states that, prior to this filing, it has already sold an aggregate of $3,048,894.72 of common stock through the same at-the-market program. A legal opinion from Greenberg Traurig, LLP regarding the validity of the newly registered shares is included as Exhibit 5.1, with its consent included as Exhibit 23.1.