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Jane Street Group, LLC, together with subsidiaries Jane Street Capital, LLC and Jane Street Global Trading, LLC, reports beneficial ownership of common stock of Unusual Machines, Inc. This amendment states that the group beneficially owns 1,313,733 shares of common stock, representing 2.8% of the class.
The filing shows no sole voting or dispositive power over these shares and shared voting and dispositive power over all 1,313,733 shares. Jane Street Capital, LLC holds 1,205,315 shares (2.5%) and Jane Street Global Trading, LLC holds 108,418 shares (0.2%), both organized in Delaware, with Jane Street Group, LLC as the parent holding company. The group confirms ownership of 5 percent or less of the class.
Unusual Machines, Inc., a commercial drone company, reported rapid growth for the quarter and six months ended June 30, 2026. Revenue reached $16.7 million in Q2 and $24.8 million year‑to‑date, up sharply from $2.1 million and $4.2 million in 2025, driven mainly by enterprise customers.
The business remains loss‑making on an operating basis, with an operating loss of $7.8 million in Q2 and $15.1 million for the first half, on operating expenses of $23.5 million that include $9.6 million of stock‑based compensation. Nevertheless, first‑half net income was $2.5 million versus a $10.2 million loss a year earlier, helped by $17.6 million of interest and investment gains, including $9.5 million realized and $5.6 million unrealized on short‑term securities.
Liquidity is substantial: cash was $229.6 million with $39.3 million of short‑term investments at fair value and $47.5 million at cost, against total liabilities of $9.5 million and stockholders’ equity of $388.0 million. Cash was bolstered by a $150.0 million confidentially marketed offering at $17 per share and a $60.0 million at‑the‑market sale at $30 per share. Inventory and prepaid inventory expanded to $42.5 million as the company scales manufacturing and fulfillment capacity, including its Rotor Lab motor operation and multiple new Orlando facilities. Subsequent events include large performance‑based equity awards for executives and employees and a definitive agreement signed on May 7, 2026 to acquire DroneNX, LLC, which operates as Upgrade Energy.
Unusual Machines, Inc. reported rapid growth for the quarter ended June 30, 2026. Revenue was $16.7 million, a 687% year-over-year increase from $2.1 million and 106% quarter-over-quarter growth, with a gross margin of 34.7% versus 37.4% a year earlier. Operating expenses were about $13.6 million, including roughly $5.6 million of non-cash stock-based compensation, leading to a loss from operations of $7.8 million and a net loss of $7.8 million, or $0.16 per share.
For the first half of 2026, revenue totaled $24.8 million versus $4.2 million in 2025, and net income was $2.5 million, aided by realized and unrealized gains on short-term investments. The company ended June 30, 2026 with $229.6 million in cash and approximately $367.5 million of working capital, supported by equity raises including $60 million at $30 per share via its at-the-market facility. Management highlights heavy investment in inventory, equipment, and headcount (240 employees at quarter-end) to scale manufacturing, notes that Q3 margins may decline as new capacity comes online, and states goals of achieving positive operating cash flow by the end of 2026 and reaching its break-even revenue level by the end of the first quarter of 2027.
BlackRock, Inc. reports a significant ownership position in Unusual Machines Inc common stock on a Schedule 13G. BlackRock and certain of its subsidiaries and affiliates beneficially own 3,430,396 shares, representing 7.2% of the outstanding common stock.
BlackRock has sole voting power over 3,371,849 shares and sole dispositive power over all 3,430,396 shares, with no shared voting or dispositive power. Various underlying clients and investors have rights to dividends or sale proceeds, but no single person has more than five percent of the class through these holdings.
Unusual Machines, Inc. granted Chief Revenue Officer Stacy Rochelle Wright 375,000 stock options to purchase common stock at an exercise price of $19.36 per share. The options, issued under the 2022 Equity Incentive Plan, vest in equal quarterly installments over three years and expire on July 24, 2031, subject to her continued employment. Following this award, she directly holds 375,000 options.
Unusual Machines, Inc. granted its Chief Financial Officer, Brian Joseph Hoff, 375,000 stock options on 2026-07-24 at an exercise price of 19.3600 per share, expiring 2031-07-24. The options vest in equal quarterly installments over three years, contingent on his continued employment.
Camden Andrew Ross reported acquisition or exercise transactions in this Form 4 filing.
Unusual Machines, Inc. granted its president, Camden Andrew Ross, 525,000 stock options on July 24, 2026, each exercisable for one share of common stock at 19.3600 per share and expiring July 24, 2031. The award was made under the 2022 Equity Incentive Plan, approved by the Compensation Committee, and vests in equal quarterly installments over three years, subject to continued employment. Following this grant, Ross holds 525,000 options directly.
Unusual Machines, Inc. approved new equity incentives for senior executives. The Compensation Committee granted warrants to purchase 5,000,000 shares of common stock to CEO Dr. Allan Evans at an exercise price of $25.00 per share, expiring July 24, 2031, subject to shareholder approval.
The CEO warrants vest in five tranches of 1,000,000 shares when the average closing price of the common stock over 20 consecutive trading days reaches $25.00, $40.00, $60.00, $80.00 and $100.00. In connection with this grant, Dr. Evans agreed to waive all cash compensation after December 31, 2026. The Committee also granted five-year stock options at $19.36 per share to President Andrew Camden (525,000 options), CFO Brian Hoff (375,000), and CRO Stacy Wright (375,000), vesting in 12 equal quarterly installments over three years, subject to continued employment.
Unusual Machines, Inc. entered into a long-term lease with FGHP Triplex, LLC for approximately 14,000 square feet of manufacturing and operational space in Orlando, Florida. The facility is intended to support the company’s growing battery business tied to its planned acquisition of Upgrade Energy, which is expected to close by mid-third quarter of 2026.
Upgrade Energy currently operates from an approximately 18,500-square-foot facility in California focused on battery and power systems production, and the new Orlando site is expected to complement these operations and expand domestic capacity. Unusual Machines manufactures NDAA-compliant drone components and FPV products and aims to be a Tier-1 parts supplier to the U.S. drone industry, citing a global drone accessories market valued at $17.5 billion and projected to reach $115 billion by 2032.
Unusual Machines, Inc. director Jeffrey M. Thompson reported selling Common Stock in two open-market transactions. He sold 15,000 shares on June 5, 2026 at a weighted average price of $26.96 per share and another 15,000 shares on June 8, 2026 at a weighted average price of $27.42 per share. After these sales totaling 30,000 shares, he directly holds 4,779,392 shares of Common Stock. The footnotes explain that each reported price is a weighted average for multiple trades within stated intraday price ranges.