Laird Superfood Inc (LSF)
AMEXConsumer StaplesPackaged FoodsSnapshot 2026-09-04
AMEXConsumer StaplesPackaged FoodsSnapshot 2026-09-04
QuarterlyIQ Insights · LSF
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Director — Matthew Spanjers: The filing discloses the appointment of a new director, Matthew Spanjers, who is a designee of an investor (Nexus Capital affiliate), which is a governance change but not a departure of an existing executive.
Results of Operations and Financial Condition. On August 13, 2026, Laird Superfood, Inc. issued a press release announcing its financial results for the quarter ended June 30, 2026. The press release is being furnished as Exhibit 99.1 hereto and is incorporated by reference herein. The information contained in this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”), as amended, or otherwise subj…
CFO — Anya Hamill: Ms. Anya Hamill resigned as Chief Financial Officer.
Completion of Acquisition or Disposition of Assets. As previously disclosed by Laird Superfood, Inc. (the “ Company ”) on April 21, 2026, the Company completed its acquisition (the “ Terrasoul Acquisition ”) of (i) all of the issued and outstanding units of Terrasoul Superfood, LLC (“ Terrasoul ”). Concurrently with the closing of the Terrasoul Acquisition, the Company also completed the private placement, pursuant to which the Investor purchased an aggregate of 60,000 shares of Series A Pref…
Director — Mr. Doug Behrens: Mr. Doug Behrens resigned from the Board of Directors for personal reasons.
Results of Operations and Financial Condition. On May 14, 2026, Laird Superfood, Inc. issued a press release announcing its financial results for the quarter ended March 31, 2026. The press release is being furnished as Exhibit 99.1 hereto and is incorporated by reference herein. The information contained in this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”), as amended, or otherwise subjec…
The filing describes an advisory agreement with no direct change in management or executive roles.
Completion of Acquisition or Disposition of Assets. As discussed in the Introductory Note and Item 1.01, which are incorporated by reference into this Item 2.01, on the Closing Date, the Company completed the Terrasoul Acquisition pursuant to the Terrasoul Acquisition Agreement.
Unregistered Sales of Equity Securities. As discussed in the Introductory Note, which is incorporated by reference into this Item 3.02, on the Closing Date, the Investor purchased the Preferred Shares from the Company for gross proceeds of $60.0 million. As previously announced, pursuant to the terms of the Investment Agreement, the Company has the option, subject to certain conditions, to require the Investor to purchase the Preferred Shares, provided that the decision to require the Investo…
Entry into a Material Definitive Agreement. Terrasoul Acquisition Agreement As discussed in the Introductory Note, on the Closing Date, the Company entered into the Terrasoul Acquisition Agreement, pursuant to which, among other things, and subject to certain limitations set forth therein, the Company acquired from the Seller all of the Company Membership Interests (as defined in the Terrasoul Acquisition Agreement) which constitute all of the issued and outstanding equity interests of Terras…
Completion of Acquisition or Disposition of Assets. As previously disclosed by Laird Superfood, Inc. (the “ Company ”) on March 12, 2026, the Company completed its previously announced acquisition (the “ Navitas Acquisition ”) of (i) all of the issued and outstanding units of Navitas LLC (“ Navitas ”) and (ii) all of the issued and outstanding capital stock of Global Superfoods Corp. (“ GSC ”). GSC is a holding company with no operations whose purpose is to hold units of Navitas. Concurrently…
Results of Operations and Financial Condition. On March 26, 2026, Laird Superfood, Inc. issued a press release announcing its financial results for the year and quarter ended December 31, 2025. The press release is being furnished as Exhibit 99.1 hereto and is incorporated by reference herein. The information contained in this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”), as amended, or ot…
Changes in Control of Registrant. As discussed in the Introductory Note, which is incorporated by reference into this Item 5.01, on the Closing Date, the Investor purchased the Initial Shares from the Company for gross proceeds of $50.0 million. The consideration for the Initial Shares was provided by Nexus. The sale of the Initial Shares by the Company to the Investor resulted in a change in control of the Company on the Closing Date. Based on the number of shares of Common Stock outstanding…
Entry into a Material Definitive Agreement. Registration Rights Agreement On the Closing Date, the Company entered into a Registration Rights Agreement with Nexus (the “ Registration Rights Agreement ”), pursuant to which, among other things, and subject to certain limitations set forth therein, the Company agreed to use its reasonable best efforts to prepare and file a registration statement registering the resale of the Conversion Shares (as defined herein) as soon as practicable following…
Director: Nexus Designees were appointed to the Board as part of a strategic transaction.
Material Modification to Rights of Security Holders. The disclosure required by this
Unregistered Sales of Equity Securities. As discussed in the Introductory Note, which is incorporated by reference into this Item 3.02, on the Closing Date, the Investor purchased the Initial Shares from the Company for gross proceeds of $50.0 million. Pursuant to the terms of the Investment Agreement, the Company has the option, following the Closing Date until 270 days following the Closing Date (or, if on such 270 th day the Company is engaged in discussions with one or more counterparties…
Completion of Acquisition or Disposition of Assets. As discussed in the Introductory Note, which is incorporated by reference into this Item 2.01, on the Closing Date, the Company completed the Navitas Acquisition pursuant to the Navitas Acquisition Agreement. The aggregate consideration delivered by the Company on the Closing Date consisted of $38.5 million in cash, subject to customary purchase price adjustments, including a working capital adjustment, in exchange for (i) all of the issued…
Entry into a Material Definitive Agreement. As previously disclosed, on December 21, 2025, Laird Superfood, Inc. (the “ Company ”) entered into an investment agreement (the “ Investment Agreement ”), by and among the Company, Gateway Superfood NSSIII Investment, LLC (“ Gateway III ”) and Gateway Superfood NSSIV Investment, LLC (“ Gateway IV ” and together with Gateway III, the “ Investor ”), with the Investor being an affiliate of Nexus Capital Management LP (“ Nexus ”), pursuant to which the…
Director — Geoffrey Barker and Patrick Gaston: Two directors are resigning as part of a significant corporate restructuring involving the appointment of new Nexus-affiliated directors.
Regulation FD Disclosure. Laird Superfood, Inc. (the “ Company ”) is furnishing a copy of an investor presentation (the “ Presentation ”) that the Company intends to use, in whole or in part, during the Company’s presentation at the 2026 ICR Conference in Orlando, Florida on January 13, 2026. A copy of the Presentation is attached hereto as Exhibit 99.1 and is incorporated by reference herein. The information contained in the Presentation, including information about the proposed Nexus Invest…
Unregistered Sales of Equity Securities. The disclosure set forth above in
of this Current Report (including Exhibit 99.1) is being furnished and shall not be deemed to be “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing made by the Company under the Securities Act, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing. Forward-Looking Statements Certain statements contained in this Current Report…
Entry into a Material Definitive Agreement. Navitas Acquisition Agreement On December 21, 2025, Laird Superfood, Inc. (the “ Company ”) entered into a securities purchase agreement (the “ Navitas Acquisition Agreement ”) by and among the Company, Encore Consumer Capital Fund II, LP (“ Encore ”), in its capacity as a Seller (defined below) and the Seller representative, The Ira and Joanna Haber Family Trust, Dated October 5, 2015 (the “ Haber Family Trust ”), Advantage Capital Agribusiness Par…
Results of Operations and Financial Condition. On November 10, 2025, Laird Superfood, Inc. issued a press release announcing its financial results for the three and nine months ended September 30, 2025. The press release is being furnished as Exhibit 99.1 hereto and is incorporated by reference herein. The information contained in this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”), as amend…
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