Welcome to our dedicated page for Verastem SEC filings (Ticker: VSTM), 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.
Verastem, Inc. filings document a Nasdaq-listed biopharmaceutical company with common stock trading under VSTM and a business focused on RAS/MAPK pathway-driven cancers. Its 8-K reports furnish corporate presentations, financial-result releases, strategic updates, clinical data disclosures, and Regulation FD materials for AVMAPKI FAKZYNJA CO-PACK, RAMP clinical programs, and VS-7375.
The company’s SEC records also cover capital-structure activity, including common stock and pre-funded warrant offerings, and proxy disclosures for board matters, executive compensation, equity awards, and shareholder voting. These filings frame Verastem’s commercialization, pipeline development, governance, financing, and public-company reporting obligations.
Armistice Capital, LLC and Steven Boyd report significant ownership in Verastem, Inc. They report beneficial ownership of 7,024,000 shares of Verastem common stock, representing 7.76% of the class. All reported shares are held with shared voting and dispositive power, with no sole voting or dispositive authority.
Armistice Capital is investment manager to Armistice Capital Master Fund Ltd., the direct holder of the shares, and exercises voting and investment power under an Investment Management Agreement. Steven Boyd, as managing member of Armistice Capital, may be deemed to share beneficial ownership of these securities.
State Street Corporation reports passive ownership of common stock of INC, whose principal offices are at 117 Kendrick Street, Suite 500, Massachusetts 02494. State Street reports that it beneficially owns 5,133,859 shares of the issuer’s common stock, representing 5.8% of the class as of the reporting date.
All reported shares are held with shared voting and dispositive power through investment management subsidiaries, including SSGA Funds Management, Inc., State Street Global Advisors Europe Limited, and State Street Global Advisors Trust Company. State Street reports no sole voting or dispositive power over these shares and notes that no other person is disclosed as having rights to more than 5% of the class through these holdings.
Verastem, Inc. entered Amendment No. 3 to its Note Purchase Agreement with funds managed by Oberland Capital, creating a new series of senior secured Revenue Notes with an aggregate purchase price of up to $75.0 million. An initial $50.0 million tranche is scheduled for August 28, 2026, subject to customary conditions, with an optional $25.0 million tranche available through May 15, 2027 if worldwide net sales of avutometinib and defactinib reach at least $40.0 million in the preceding calendar quarter.
The Revenue Notes provide quarterly payments equal to a 4.50% Revenue Payment Percentage of net sales of products combining avutometinib and defactinib, with the percentage dropping to 1.75% after December 31, 2031 if cumulative payments equal or exceed the total funded amount; otherwise, a contingent make-whole payment becomes due. The Revenue Notes mature on June 30, 2033 and may be redeemed earlier at Repayment Amounts ranging from 135% to 185% of the funded amount, less prior payments, with limited ability to settle up to 25% in common stock upon certain product intellectual property sales. Existing $75.0 million Initial Notes remain outstanding with unchanged terms, including a 1.00% revenue participation on capped annual net sales of the combination products and a floating cash-and-PIK interest rate capped at 9.75%, all secured by a first-priority lien on substantially all assets.
Verastem Oncology reported second quarter 2026 results with total revenue of $40.1 million for the three months ended June 30, 2026, compared to $2.1 million a year earlier, driven by AVMAPKI FAKZYNJA CO-PACK net product revenue of $25.1 million and a $15.0 million COPIKTRA license milestone.
The company ended the quarter with $136.4 million in cash, cash equivalents and investments; on a pro forma basis, including a $50.0 million non-dilutive royalty financing from Oberland Capital that is expected to close on August 28, 2026, subject to satisfaction of closing conditions, and the $15.0 million milestone, cash, cash equivalents and investments were $201.4 million, which Verastem believes, together with expected product revenue and access to a future Oberland tranche, will fund operations into the second half of 2027.
Total operating expenses were $72.8 million, including research and development of $41.3 million and selling, general and administrative expenses of $27.4 million. Net loss (GAAP) was $34.7 million, or $0.35 per share, while non-GAAP adjusted net loss was $30.6 million, or $0.31 per share. Verastem also highlighted dosing of first patients in all three TARGET-D Phase 2 registration-directed trials evaluating KRAS G12D inhibitor VS-7375 across pancreatic, lung and colorectal cancers, with updated data expected in October.
Verastem, Inc. reported Q2 2026 total revenue of $40.1 million, up from $2.1 million a year earlier. Revenue comprised $25.1 million of net product sales of AVMAPKI FAKZYNJA CO-PACK and $15.0 million from a COPIKTRA license and related-asset milestone.
Total operating expenses were $72.8 million, resulting in a net loss of $34.7 million for the quarter and $71.3 million for the first half of 2026. Cash, cash equivalents and restricted cash were $136.6 million at June 30, 2026, compared with $205.2 million at December 31, 2025.
The company states that ongoing losses and funding needs raise substantial doubt about its ability to continue as a going concern over the 12 months following issuance, absent additional capital or significantly higher product and milestone revenues.
Verastem, Inc. President and CEO Dan Paterson reported selling 1,302 shares of common stock on 2026-08-03 at $5.81 per share. According to a footnote, these shares were sold to satisfy statutory withholding requirements related to the vesting of restricted stock units. Following the transaction, he directly owns 589,940 shares of common stock. The transaction is affirmed as conducted under a Rule 10b5-1 trading plan.
Vanguard Capital Management LLC, together with certain affiliates, reports beneficial ownership of Verastem Inc common stock on a Schedule 13G. As of June 30, 2026, Vanguard Capital Management beneficially owned 4,423,544 shares of Verastem Inc common stock, representing 5.03% of the class.
Vanguard Capital Management has sole voting powersole dispositive power
BlackRock, Inc. filed an amended Schedule 13G/A reporting beneficial ownership of common stock of INC (symbol VSTM). BlackRock reports beneficial ownership of 6,187,012 shares of common stock, representing 7.0% of the class as of June 30, 2026.
BlackRock reports sole voting powersole dispositive power
Verastem Inc. is the issuer for a notice covering potential sales of its common stock by Robert Gagnon. The notice lists up to 31,924 shares of common stock to be sold through Jefferies LLC, with an aggregate market value of $188,032.36 and a noted transaction date of July 23, 2026 on NASDAQ.
The shares relate to previously vested restricted stock units and vested stock options granted by Verastem Inc. The filing also lists sales during the prior three months, including two transactions of 20,103 shares each on May 27, 2026 and June 25, 2026, with sale values of $84,835.67 and $70,072.42 respectively.
Polar Capital group reports a 13G/A filing disclosing beneficial ownership in Verastem, Inc. The filing states the group (Polar Capital Holdings plc, Polar Capital LLP and Polar Capital Funds PLC - Biotechnology Fund) beneficially owns 3,700,000 shares, representing 4.80% of Verastem's common stock. The filing cites 77,154,709 shares outstanding as of January 12, 2026 as the basis for the percentage. Signatures show Nicholas Farren, Chief Operating Officer, executed joint filing statements on behalf of the entities.