Market Movers (8-K)
See all →CEA Industries Inc. announced its first quarter fiscal 2027 financial results, reporting a net loss of $11.4 million, primarily driven by unrealized losses on digital assets, while also highlighting progress in resolving activism and maintaining significant BNB holdings.
Worse than expected
CEA Industries Inc. has filed Restated Articles of Incorporation and updated its Description of Securities, with no changes to authorized capital stock or outstanding shares.
CEA Industries Inc. announced it has received notification from Nasdaq confirming compliance with the annual meeting requirement, closing the matter.
CEA Industries Inc. has formalized its engagement of Alex Odagiu as Interim President through a consulting agreement with W4 LLC, outlining specific duties, compensation, and termination conditions.
CEA Industries Inc. announces committee appointments for new directors, including a CEO Search Committee.
CEA Industries has entered into a cooperation agreement with YZi Labs, ending a proxy contest and appointing three new directors to the board.
Quarterly Earnings (10-Q)
See all →CEA Industries Inc. (BNC) reported a net loss for the first quarter ended July 31, 2026, driven by substantial unrealized losses on its BNB holdings and ongoing operational challenges, though legacy businesses provided some revenue.
Worse than expected
CEA Industries Inc. reports a significant net loss for the quarter ended January 31, 2026, primarily due to an unrealized loss on its substantial BNB digital asset holdings, despite revenue growth in its legacy businesses.
Capital raise
Worse than expected
CEA Industries Inc. reports a dramatic increase in net income driven by its new Binance Coin (BNB) digital asset treasury strategy and a significant gain on warrant liability, despite a decline in legacy business revenue.
Capital raise
Better than expected
CEA Industries Inc. reported a significant net loss in Q1 2026, driven by acquisition costs and stock-based compensation, while pivoting to a BNB cryptocurrency treasury strategy.
Capital raise
Worse than expected
CEA Industries saw a significant revenue increase in Q1 2025 and is moving forward with the acquisition of Fat Panda Ltd.
Capital raise
Worse than expected
CEA Industries experienced a significant revenue decrease in Q3 2024 compared to the same period last year, alongside ongoing cost-cutting measures and strategic evaluations.
Worse than expected
Delay expected
Annual Reports (10-K)
10-KT: CEA Industries Pivots to Canadian Vape Market Amidst Mounting Losses and Going Concern Doubts
CEA Industries Inc. reports increased revenue and backlog for the four months ended April 30, 2025, driven by a large equipment contract, but faces a growing net loss and significant going concern uncertainty following its strategic acquisition of Canadian vape retailer Fat Panda.
Worse than expected
Capital raise
Delay expected
CEA Industries plans to acquire Fat Panda to diversify its business beyond the challenging CEA market.
Capital raise
Worse than expected
CEA Industries Inc. reports a 39% decrease in revenue for fiscal year 2023, alongside a reduced net loss, as the company navigates a challenging market environment.
Worse than expected
Delay expected
Capital raise
Insider Trading (Form 4)
See all →YZILabs Management Ltd. reported changes in beneficial ownership of CEA Industries Inc. common stock on September 17, 2026.
William B. Miller, Chief Financial Officer of CEA Industries Inc., received a grant of 363,636 Restricted Stock Units (RSUs) on April 6, 2026.
Director Hans Thomas reports changes in CEA Industries stock and warrant holdings.
CEA Industries Director Russell Read acquired 1,330 shares of common stock through the vesting of restricted stock units on October 7, 2025.
CEA Industries Director Carly E. Howard reported the vesting of 1,330 restricted stock units into common stock on October 7, 2025, as part of her compensation plan.
CEA Industries President Anthony K McDonald acquired 5,848 shares of common stock and holds 223,125 Restricted Stock Units.
Proxy Statements (Def-14A)
See all →CEA Industries Inc. announced its 2026 Special Meeting of Stockholders, to be held virtually on July 22, 2026, to vote on director elections, auditor ratification, executive compensation, and equity incentive plans.
CEA Industries CEO David Namdar issued a letter to shareholders reaffirming the company's strong balance sheet, long-term BNB treasury strategy, and commitment to corporate governance amidst challenging crypto markets.
CEA Industries Inc. filed definitive additional proxy materials and announced a post on X.com.
CEA Industries Inc. (BNC) publicly urged YZi Labs Management Ltd. to fully disclose a 'Secret Side Agreement' that allegedly hides fee details and was not fully revealed to BNC's board or stockholders.
Worse than expected
CEA Industries Inc. has adopted a stockholder rights agreement to protect against an unsolicited takeover attempt by the YZi Labs Group, which seeks control of the company's board.
Worse than expected
CEA Industries Inc. adopted a stockholder rights plan and amended bylaws on December 26, 2025, in response to the YZi Labs Group's efforts to gain control of the company's Board of Directors.
Schedule 13D - Activist Investments
See all →YZi Labs Management Ltd. and Changpeng Zhao have increased their beneficial ownership in CEA Industries Inc. to 19.99% through strategic warrant exercises and adjustments to ownership limitations.
Capital raise
CEA Industries has entered into a cooperation agreement with YZi Labs, resulting in board restructuring and the formation of a CEO search committee.
YZi Labs and associated investors have requested a record date for written consent to challenge recent bylaw amendments by CEA Industries Inc.
SCHEDULE 13D/A: CEA Industries Adopts Poison Pill, YZi Labs Responds
CEA Industries Inc. implemented a poison pill and restrictive bylaws, prompting YZi Labs to comply with new disclosure requirements for its board nomination efforts.
Worse than expected
Delay expected
YZi Labs Management Ltd. and a group of investors have formed an activist group, acquiring a 9.2% stake in CEA Industries Inc. and plan to seek board representation and expansion.
Capital raise
YZi Labs and Changpeng Zhao have disclosed a 5% beneficial ownership in CEA Industries Inc. and are seeking to influence corporate governance, including board composition.
Capital raise
Schedule 13G - Passive Investments
Vanguard Capital Management has reported beneficial ownership of 5.07% of CEA Industries Inc.'s common stock as of March 31, 2026.
Alta Partners LLC has reported a 0.09% beneficial ownership stake in CEA Industries Inc., primarily through warrants, as of September 30, 2025.
Alta Partners LLC has reported a 6.4% beneficial ownership stake in CEA Industries Inc., holding 57,330 shares of common stock.