Teads Holding SEC Filings

Teads Holding Co. (TEAD) furnished an 8-K announcing it issued a press release with financial results for the quarter ended September 30, 2025. The information under Item 2.02, including Exhibit 99.1, is furnished, not filed under the Exchange Act.

The press release includes non-GAAP financial measures with a reconciliation to the most directly comparable GAAP measures provided within Exhibit 99.1. Exhibits identified were the press release and the cover page Inline XBRL data file.

Teads Holding Co. insider filing: Jason Kiviat, Chief Financial Officer, reported share withholdings to cover tax obligations arising from the vesting and settlement of equity awards. On 09/07/2025 the issuer withheld 306, 7,016, and 1,914 shares related to performance stock units and restricted stock units under the 2021 Long-Term Incentive Plan and the 2007 Omnibus Plan. The transactions were reported at a price of $1.63 per share and reduced Mr. Kiviat’s beneficial holdings to 239,893 shares following the reported transactions.

David Kostman, who is listed as both Chief Executive Officer and a director of Teads Holding Co. (TEAD), reported three transactions dated 09/07/2025 that resulted in the disposition of shares to satisfy tax withholding obligations upon equity vesting. The Form 4 shows 9,216, 13,391 and 16,590 common shares disposed at a reported price of $1.63 per share, totaling 39,197 shares withheld. Following those transactions the filing lists beneficial ownership balances of 1,243,936, 1,230,545 and 1,213,955 shares, respectively. The explanatory footnotes state the shares were withheld by the issuer to cover tax obligations arising from the vesting and settlement of performance stock units and restricted stock units under the companys equity incentive plans, in transactions exempt under Rule 16b-3. The form is signed by an attorney-in-fact on 09/08/2025.

Bradshaw Wenkai, CAO & SVP Corporate Controller of Teads Holding Co. (TEAD), reported three dispositions of common stock on 09/07/2025 totaling 1,731 shares sold at $1.63 per share. The transactions were withholding actions by the issuer to satisfy tax obligations upon vesting and settlement of equity awards: 94 shares withheld for performance stock units under the 2021 Long-Term Incentive Plan, 1,259 shares withheld for restricted stock units under the 2021 Long-Term Incentive Plan, and 378 shares withheld for restricted stock units under the 2007 Omnibus Plan. Following these transactions the reporting person beneficially owned 121,650 shares. The Form was signed by an attorney-in-fact, Veronica Gonzalez, on 09/08/2025.

Insider purchases by Director Krindel Yaffa. The Form 4 reports two open-market purchases of Teads Holding Co. (TEAD) common stock: 2,500 shares on 08/25/2025 at $1.88 per share and 2,500 shares on 08/26/2025 at $1.87 per share. After the first purchase the filing shows 97,277 shares beneficially owned and 99,777 shares after the second purchase.

The filing is a single-person Form 4 filing for a director and was signed by an attorney-in-fact. No derivative transactions, sales, plans, or other material changes are disclosed in this document.

Teads Holding Co. director Yaffa Krindel purchased shares in the open market on August 13-14, 2025. The Form 4 shows two purchases: 2,000 common shares at $1.90 each on 08/13/2025 and 2,300 common shares at $1.82 each on 08/14/2025. After these transactions the reporting person beneficially owned 94,777 shares in total, held directly. The filing was signed by an attorney-in-fact on 08/15/2025.

Teads Holding Co. director Krindel Yaffa reported open-market purchases on 08/11/2025 totaling 5,700 common shares: 700 shares at $1.70 and 5,000 shares at $1.75. After these purchases her reported beneficial ownership increased to 90,477 shares. The purchases are recorded on a Section 16 Form 4 and are described in the filing as open market transactions.

The filing shows no derivative transactions and was filed as an individual Form 4. The Form 4 was executed on behalf of the reporting person by an attorney-in-fact and dated 08/13/2025. The document provides transaction details and the resulting share count but no additional company financial data or context.

Teads Holding Co. reported combined results following its February 3, 2025 acquisition of Legacy Teads. Revenue rose to $343.1 million for the quarter and $629.5 million for the six months ended June 30, 2025, versus $214.1 million and $431.1 million in the prior-year periods, driven by the acquired business contribution. Gross profit expanded to $120.3 million for the quarter.

Despite revenue growth, the company recorded a net loss of $14.3 million for the quarter and $69.2 million year-to-date, reflecting higher interest expense, acquisition-related amortization and restructuring and impairment charges. The balance sheet shows material acquisition effects: goodwill $633.2 million, other intangibles $403.4 million, and long-term debt of $602.96 million, offset by $149.4 million in cash.