The Zenas BioPharma, Inc. (Nasdaq: ZBIO) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Zenas is a clinical-stage global biopharmaceutical company focused on therapies for autoimmune diseases, and its filings document key aspects of its business, including stock exchange listing details, financing arrangements, licensing agreements and clinical development updates.
Recent Form 8-K filings describe material events such as the revenue participation and funding agreement with Royalty Pharma related to obexelimab, under which Royalty Pharma will provide up to $300 million in consideration in exchange for specified royalty and revenue participation rights. Other 8-Ks detail the license agreement with InnoCare Pharma granting Zenas exclusive rights to develop, manufacture and commercialize orelabrutinib in the multiple sclerosis field globally and non-oncology indications outside certain territories, as well as rights to ZB021 and ZB022. Additional current reports cover private placement financings, adoption of the 2026 Inducement Plan for equity awards, and press releases furnishing quarterly financial results.
Through this page, users can review how Zenas reports its status as an emerging growth company, its listing of common stock on The Nasdaq Global Select Market under the symbol ZBIO, and the terms of material definitive agreements that shape its capital structure and pipeline strategy. Filings linked here include exhibits such as inducement equity plans, option and restricted stock unit agreements, subscription and registration rights agreements, and revenue participation contracts, which provide further detail on governance and compensation frameworks.
Stock Titan enhances these documents with AI-powered summaries that explain the significance of each filing in clear language. As new 8-Ks, 10-Qs, 10-Ks and other forms become available on EDGAR, they are incorporated so investors can quickly see how developments in obexelimab, orelabrutinib, ZB021 and ZB022, as well as financing and licensing transactions, are reflected in Zenas BioPharma’s official regulatory record.
Zenas BioPharma, Inc. (ZBIO) reports that Christy J. Oliger has filed an initial statement of beneficial ownership on Form 3 in the capacity of director. The filing lists no equity holdings or reportable transactions and notes an Exhibit 24 Power of Attorney authorizing filing actions.
Zenas BioPharma, Inc. (ZBIO) received an amended Schedule 13D/A from Enavate Sciences GP, LLC and Zebra Aggregator entities updating their ownership in the company’s common stock. The filing reports that Zebra LP directly holds 3,245,404 shares of Zenas common stock, over which Enavate GP shares voting and investment authority.
Based on 65,176,723 Zenas shares outstanding as of July 31, 2026, the reporting group beneficially owns 4.98% of the company’s common stock, which EDGAR displays as 4.9% due to rounding. On August 19, 2026, Zebra LP executed an open market sale of 673,755 shares at a weighted average price of $31.44 per share, within a range of $31.05–$32.00. As a result, the reporting persons state that they ceased to be beneficial owners of more than five percent of Zenas’ common stock on August 19, 2026.
Zenas BioPharma, Inc. (ZBIO) received a Rule 144 notice indicating that Zebra Aggregator, an affiliate, plans to sell up to 1,000,000 shares of Zenas common stock through J.P. Morgan Securities LLC. The filing lists an aggregate market value for the proposed sale of $31,910,000 and states that Zenas had 65,176,723 shares outstanding. The notice identifies a listed sale date of August 19, 2026. The common shares to be sold were acquired from the issuer for cash on November 1, 2022 in connection with a Series B transaction.
An amendment to Schedule 13D reports the current ownership of Zenas BioPharma, Inc. common stock by SR One-affiliated investment vehicles and Simeon George, M.D. Together, the reporting persons beneficially own 5,037,854 shares, representing 7.7% of Zenas’ 65,176,723 outstanding shares as of July 31, 2026. All voting and dispositive authority is reported as shared rather than sole. The change triggering this amendment reflects a decrease of more than 1 percentage point in beneficial ownership percentage due to an increase in Zenas’ shares outstanding, not because of recent share transactions, as no trades in the last 60 days are reported.
Zenas BioPharma, Inc. reported second-quarter 2026 results as a clinical-stage immunology company with no product sales and modest $1.0 million of license and collaboration revenue for both the quarter and first half, compared with $10.0 million in the prior-year six-month period.
Spending accelerated significantly as programs advanced. Research and development expenses reached $62.9 million in the quarter and $123.4 million year-to-date, including $61.2 million tied to lead asset obexelimab and $21.3 million for newly licensed orelabrutinib. The company also recorded $30.0 million of acquired in‑process R&D milestones related to Xencor and InnoCare agreements. General and administrative costs were $15.7 million in the quarter.
These investments drove a quarterly net loss of $111.5 million and a first-half net loss of $192.4 million, more than double the prior-year period, while the accumulated deficit rose to $957.6 million. To support its pipeline, Zenas strengthened its balance sheet, ending June 30, 2026 with $673.9 million in cash, cash equivalents and investments and stating this is sufficient to fund operations for at least twelve months. The company added leverage via a $75.0 million senior secured term loan, $230.0 million of 2.50% convertible senior notes due 2032, and recognized a $91.7 million royalty obligation liability from a Royalty Pharma financing.
Zenas BioPharma, Inc. reported second quarter 2026 results and provided a pipeline and governance update. For the quarter ended June 30, 2026, license and collaboration revenue was $1.0 million. Total operating expenses rose to $108.7 million, including $62.9 million in research and development, $15.7 million in general and administrative costs, and $30.0 million of acquired in-process R&D, resulting in a net loss of $111.5 million versus $52.2 million a year earlier.
As of June 30, 2026, Zenas reported cash, cash equivalents and investments of $673.9 million, total assets of $701.7 million, working capital of $588.0 million, and total liabilities of $454.6 million, including a royalty obligation, a senior secured term loan and convertible senior notes. The FDA accepted the obexelimab BLA for IgG4-related disease with a PDUFA target action date of May 27, 2027Christy J. Oliger as a Class II director effective September 1, 2026, and the CFO will transition to Strategic Advisor to the Board Chair at the end of September.
Zenas BioPharma director Jason Raleigh Nunn was granted stock options for 18,500 shares of Common Stock. The options have an exercise price of $18.71 per share and expire on June 15, 2036. They vest entirely on June 15, 2027, contingent on continued service.
Zenas BioPharma, Inc. director Hongbo Lu received a grant of stock options covering 18,500 shares of common stock. The options have an exercise price of $18.71 per share, expire on June 15, 2036, and will vest 100% on June 15, 2027, subject to continued service.
Zenas BioPharma, Inc. director and officer Leon O. Moulder Jr. reported a grant of stock options covering 500,000 shares of common stock. The options have an exercise price of $18.71 per share and expire on June 15, 2036.
According to the disclosure, 25% of the underlying shares vest on June 15, 2027, with the remaining shares vesting in equal monthly installments over the following 36 months, subject to continued service. Following this grant, Moulder holds 500,000 stock options directly.
Zenas BioPharma, Inc. reported that director John J. Orloff received a grant of stock options covering 18,500 shares of common stock. The options have an exercise price of $18.71 per share and expire on June 15, 2036.
According to the disclosure, the option vests as to 100% of the underlying 18,500 shares on June 15, 2027, the first anniversary of the vesting commencement date, subject to continued service. Following this grant, Orloff holds options for 18,500 shares directly.