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Staar Surg SEC Filings

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Welcome to our dedicated page for Staar Surg SEC filings (Ticker: STAA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

The STAAR Surgical Company (NASDAQ: STAA) SEC filings page on Stock Titan brings together the company’s official disclosures from the U.S. Securities and Exchange Commission. STAAR is a medical device manufacturer focused on ophthalmic surgery, and its filings provide detailed information on its implantable intraocular lens business, corporate actions, and governance.

Investors can review Current Reports on Form 8-K in which STAAR reports material events, such as the August 2025 Agreement and Plan of Merger with Alcon, subsequent amendments, the go-shop process, adjournments of special meetings of stockholders, and later communications about the failure to obtain shareholder approval and the intended termination of the merger agreement. Other 8-K filings describe litigation related to the merger proxy statement, preliminary and final financial results, and leadership changes, including the appointment of a Chief Financial Officer and the creation of a Capital Stewardship Committee of the Board.

Filings also confirm that STAAR’s common stock is listed on Nasdaq under the symbol STAA and document how the proposed merger, if completed, would have affected listing status and registration. By reading these documents, users can trace the evolution of STAAR’s strategic transaction with Alcon, the role of major shareholders in the process, and the company’s decision to remain a standalone, publicly traded entity after the merger was not approved.

On Stock Titan, STAAR’s SEC filings are updated as new documents are released on EDGAR. AI-powered tools summarize lengthy filings such as 8-Ks and related exhibits, helping users quickly identify key terms, conditions, and outcomes without reading every page. This makes it easier to track transaction terms, board and management changes, and other disclosures that shape the outlook for STAA within the ophthalmic medical device industry.

Rhea-AI Summary

STAAR Surgical is facing intensified shareholder opposition to its proposed sale to Alcon. Broadwood Partners and other participants in a proxy campaign have updated materials for a special meeting on October 23, 2025, highlighting an open letter from 5.1% shareholder Yunqi Capital.

Yunqi argues the Alcon deal undervalues STAAR, contending recent revenue declines stem mainly from temporary distributor inventory issues in China and elevated U.S. operating expenses, rather than structural weakness. The letter cites recovering Chinese GDP, regulatory approval of the EVO+ ICL in China, and data showing growing penetration into moderate myopia as support for STAAR’s long-term growth potential.

Yunqi also points to significant projected merger-related payouts to STAAR executives, including about $24 million for the CEO, as creating misaligned incentives, and proposes cost cuts, China distribution changes, and potential buybacks as ways to increase standalone value. Yunqi urges shareholders to vote against the Alcon transaction.

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Yunqi Capital files a PX14A6G submission arguing that recent disclosures under the 10-Q show China distributor inventory levels have returned to historical norms and that presenting revenue without this context could mislead shareholders. The filing highlights U.S. expansion spending of "hundreds of millions" that produced modest U.S. revenue growth from about $15M in 2022 to $20.5M in 2024 and recommends streamlining U.S. operations to restore margins. Industry data cited shows ICL penetration rose from 24.2% to 27% for -6 to -10 diopters and from 3.1% to 4.1% for below -6 diopters between 2022 and 2024. Yunqi proposes cost cuts and channel recoveries that could lift 2026E EBITDA toward $200M and references a pro-forma upside to $240M EBITDA and an enterprise value of $1.131B. The filing notes estimates are unaudited and subject to revision.

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Yunqi-related investors disclosed a 5.1% stake in STAAR SURGICAL CO (Common Stock). Four reporting persons—Yunqi Path Capital Master Fund, Yunqi Capital Limited, Yunqi Capital Cayman Limited and Christopher Min Fang Wang—each report shared voting and dispositive power over 2,500,061 shares. The group says it acquired Shares beginning in 2023 for investment purposes.

The amendment updates Item 4 to state the Reporting Persons oppose the proposed acquisition of the company by Alcon announced in a August 5, 2025 merger agreement. The Reporting Persons issued public letters and press releases explaining they view the sale process as deficient, believe the company underestimated its China outlook and assert the Proposed Merger undervalues the business. They state they will review options, may contact management, the Board and other investors, and reserve the right to buy or sell shares consistent with securities laws.

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Shareholder materials challenge the board's decision to accept a proposed sale for $28 per share after previously declining an apparent $58 per‑share offer from Alcon last year. The filing is labeled as definitive proxy/additional soliciting materials and notes it is submitted under the solicitation rules; it highlights the price differential to question management and the board's judgment in pursuing the current transaction.

The document appears focused on persuading investors by contrasting the two reported offer levels and framing the board's prior choice as material to shareholders' evaluation of the transaction.

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STAAR Surgical Company: Broadwood Partners filed additional proxy materials (DFAN14A) and published an investor presentation urging stockholders to vote on the GREEN Proxy Card against the proposed acquisition of STAAR by an affiliate of Alcon. Broadwood updated its campaign website on October 2, 2025 and issued a press release on October 3, 2025 linking to the materials.

Broadwood states it holds approximately 27.5% of STAAR’s outstanding common stock and cites public opposition from Yunqi Capital, which owns 5.1%. The proxy solicitation relates to the special meeting of stockholders scheduled for October 23, 2025. The definitive proxy statement and GREEN Proxy Card are available on the SEC’s website.

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STAAR Surgical highlights clinical performance and market footprint for its EVO ICL product. The filing text states EVO ICL holds roughly 73% of refractive procedures in Japan, about 23% market share in China, and approximately 17% in the United States since FDA approval in 2022, with a global average above 12% of refractive procedures. The material lists product strengths including a proprietary Collamer material, EVO/EVO+ lens designs with central port technology, and single-use preloaded delivery systems. Clinical evidence cited includes a 10-year follow-up with no infections or cataracts, a large 1,800+ eye study showing strong refractive outcomes, and a 3,000+ eye systematic review reporting consistent safety and efficacy. Adverse outcomes noted: up to 85% report dry eye at one week, 27% at six months, and 41% report visual disturbances at six months; lens adjustments occur in <0.3% of cases.

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Amendment No. 38 to a Schedule 13D reports that Broadwood-affiliated reporting persons collectively beneficially own 13,545,391 shares of STAAR Surgical Co., representing 27.4% of the common stock. The filing amends prior disclosures to state that on September 24, 2025 the reporting persons filed a definitive proxy statement and a GREEN proxy card to solicit votes AGAINST the Proposed Merger and the Compensation Proposal at the special meeting. The reporting persons also issued a press release and a letter to stockholders and launched the campaign website www.LetSTAARShine.com. The September 24 Letter is attached as Exhibit 99.1 and incorporated by reference.

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Broadwood Partners and other investors are campaigning against STAAR Surgical’s proposed sale to Alcon at $28 per share in cash. They updated their LetSTAARShine.com website to include a CTFN article in which former STAAR CEO David Bailey argues the offer is far below earlier discussions reportedly “north of $50” per share plus a $7 performance kicker.

The article presents Bailey’s view that STAAR’s recent revenue drop reflects a temporary China disruption, not a lasting problem, and that the company’s EVO ICL lens and debt-free, cash-rich position justify a higher valuation. His and Pascal Aeschlimann’s modeling suggests standalone value of $28–$44 per share and a “right” takeover range of $50–$60, while STAAR’s board defends the $28 price as a 51% premium and stresses deal certainty.

The filing notes Broadwood and Yunqi Capital, holding 27.4% and 5.1% of STAAR shares, intend to vote against the transaction at the October 23 special meeting, framing the choice for stockholders as immediate cash versus remaining invested for potential future upside.

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STAAR Surgical Company furnished an investor presentation and related press release explaining why its proposed merger with Alcon is presented as maximizing value for stockholders. These materials, dated September 26, 2025, are provided as exhibits and are described as being furnished under Regulation FD rather than filed, which limits their use in certain legal contexts. The company reminds investors that detailed information about the merger and the related vote is contained in its definitive proxy statement on Schedule 14A filed and first sent to stockholders on September 16, 2025. The communication also includes extensive forward-looking statement language outlining risks that could delay, prevent or affect the merger, such as failure to obtain stockholder or regulatory approvals, possible termination of the merger agreement, business disruption, retention of key personnel, potential legal proceedings, and stock price impacts if the transaction does not close.

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STAAR Surgical proxy materials note that activist participant Broadwood launched a website, www.LetSTAARShine.com, and attached exhibits including a September 22, 2025 press release from investor Yunqi Capital and related research. The filing highlights product metrics: adoption in over 75 countries, more than 3 million implants over a 30-year period, and cost structure estimates of COGS ~29%, R&D ~9.5%, SG&A ~34%. It also cites projected market context (myopia affecting over 5 billion people by 2050) and per-share figures of $0.79 for 2025 or $1.46 if 2024 sales levels return.

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FAQ

What is the current stock price of Staar Surg (STAA)?

The current stock price of Staar Surg (STAA) is $18.84 as of March 13, 2026.

What is the market cap of Staar Surg (STAA)?

The market cap of Staar Surg (STAA) is approximately 910.5M.

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STAA Stock Data

910.54M
49.44M
Medical Instruments & Supplies
Ophthalmic Goods
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