Annual report [Section 13 and 15(d), not S-K Item 405]

STOCKHOLDERS??? EQUITY

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STOCKHOLDERS’ EQUITY
12 Months Ended
Dec. 31, 2025
Equity [Abstract]  
STOCKHOLDERS’ EQUITY

NOTE 12 – STOCKHOLDERS’ EQUITY

 

Common Stock Issuances

 

Effective February 14, 2024, the Company settled the Soylent Opening Balance Holdback and $2,446,380 of equity consideration payable by issuing 16,309,203 shares of Class A common stock to the Soylent Shareholders in accordance with the Soylent Merger Agreement. On the same date, the First Adjustment Date, the Company settled $18,099,951 of the $36,931,330 fair value liability outstanding as of December 31, 2023 by issuing 133,087,875 shares of Class A common stock to the Soylent Shareholders pursuant to the Soylent Merger Agreement and Stockholder Agreement. The Company also settled the remaining $2,446,380 equity payable from the Soylent Acquisition by issuing an additional 16,309,203 shares of Class A common stock.

 

Effective May 20, 2024, the Company determined, in accordance with the Soylent Merger Agreement, that 7,445,490 shares of the 18,571,429 Opening Balance Holdback shares were not due. This resulted in a reduction of the related liability of $1,012,587 and reduced the net settlement amount from $18,099,951 to $17,087,364. The number of Class A common shares issued to the Soylent Shareholders was reduced to a net amount of 125,642,385 shares. The Company recorded additional changes in the fair value of the derivative liability throughout 2024, resulting in a total share adjustment liability of $9,299,703 as of December 31, 2024.

 

Following the expiration of the 18-month holdback period related to the AOS Acquisition, and with no outstanding claims, the Company issued 4,979,731 shares of Class A common stock and $6,137 in cash to the former AOS shareholders on March 12, 2024. During the second quarter of 2024, following the expiration of the 18-month holdback period related to the Skylar Acquisition, the Company issued 11,573,660 shares of Class A common stock to the Skylar Shareholders, satisfying an equity consideration payable of $2,314,732 as of the issuance date.

 

On May 15, 2025, the Second Adjustment Date under the Soylent Merger Agreement, the Company issued 136,760,337 shares of Class A common stock to the Soylent Shareholders at a price of $0.041 per share. The issuance fully satisfied the outstanding shares liability of $5,607,174 as of March 31, 2025.

 

Skylar Class B Incentive Units

 

On July 1, 2025, Skylar issued 3,000 Class B Incentive Units to BlueUTA, a service provider, in exchange for services rendered and to be rendered under a License Agreement. The Class B Units are non-voting, were issued without cash consideration, and are subject to both time-based and performance-based vesting conditions. The units include a $24 million distribution threshold and are intended to qualify as Profits Interests under IRS Revenue Procedures 93-27 and 2001-43.

 

The Class B Units were determined to be equity-classified based on their legal form and substantive characteristics, including participation in sale proceeds, subordination to debt, transferability with restrictions, and management’s stated intent to convey equity ownership. The units do not contain mandatory cash settlement provisions, redemption formulas, or off-market call rights. Management estimated the total grant-date fair value of the Class B Units to be $2.5 million.

 

Of the 3,000 Class B Units granted, 1,500 are subject to time-based vesting over a three-year period and are being expensed over the requisite service period. The remaining 1,500 units are subject to performance-based vesting tied to net sales milestones of $15 million, $20 million, and $25 million, each measured over any consecutive 12-month period. As of the grant date, only the $15 million milestone was considered probable of achievement. Compensation expense for those units is being recognized on a straight-line basis over a four-year service period.

 

For the year ended December 31, 2025, the Company recognized compensation expense of $722,160 related to the Class B Units. For the year ended December 31, 2024, no compensation expense was recognized as the units were granted in 2025.