AMST Amesite Inc.

NEUTRAL Impact: 3/10 DEFA14A
Horizon weeks Filed Jun 3, 2026 Processed 13d 10h ago SEC 0001213900-26-064854
Proxy solicitation materials
Latest settled — T+5d
AMST ▼ -9.35% at T+5d
NEUTRAL call ✗ call lost -9.35% · α vs SPY -6.80% · entry $1.39 → $1.26
Next anchor: T+20d in 15d
Currently $1.27 · -8.63% from $1.39 entry
Entry anchored
Jun 3, 2026
via day open
T+1d
-2.88%
call -2.88% · α -0.28%
$1.35
settled 13d ago
T+5d
-9.35%
call -9.35% · α -6.80%
$1.26
settled 7d ago
T+20d
call — · α —
in 15d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Amesite Inc. filed definitive additional proxy materials (DEFA14A) for its 2026 Annual Meeting scheduled for July 13, 2026. The board recommends voting FOR the election of two Class II director nominees (Ann Marie Sastry and Barbie Brewer), ratification of Novogradac & Company as auditor, a 1,000,000-share increase to the 2018 Equity Incentive Plan, and the issuance of 1,393,732 shares upon exercise of Series A-1 and A-2 warrants. This is a routine management proxy solicitation with no dissident or activist involvement.

Actionable Insight

Monitor the vote outcome for the warrant issuance proposal (Proposal 4) — approval would add up to ~2.79M shares of dilution, significant relative to the $8M market cap. The equity plan increase (Proposal 3) adds another 1M shares. Both are management-supported and likely to pass given no disclosed opposition.

Key Facts

  • Annual Meeting to be held virtually on July 13, 2026 at 10:00 AM ET
  • Voting deadline is July 12, 2026 at 11:59 PM ET
  • Board recommends FOR election of Ann Marie Sastry and Barbie Brewer as Class II directors
  • Board recommends FOR ratification of Novogradac & Company LLP as independent auditor for FY ending June 30, 2026
  • Board recommends FOR amendment to 2018 Equity Incentive Plan to increase shares available by 1,000,000
  • Board recommends FOR issuance of 1,393,732 shares upon exercise of Series A-1 warrants and 1,393,732 shares upon exercise of Series A-2 warrants under Nasdaq Listing Rule 5635(d)
  • Filing is a definitive additional proxy soliciting material filed by management (registrant)

Financial Impact

Potential dilution from up to 2,787,464 shares from warrant exercises and 1,000,000 new shares under equity plan, but no pricing or current share count provided to quantify dilution percentage

dilution

Risk Factors

  • Potential dilution of up to ~3.79M new shares if both equity plan increase and warrant exercises are approved
  • Low market cap ($8M) means even modest share issuance could materially impact per-share metrics

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
86% bullish (7 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001213900-26-064854
Document: 0001213900-26-064854-index-headers.html0001213900-26-064854
Document: 0001213900-26-064854-index.html0001213900-26-064854
Document: 0001213900-26-064854.txt0001213900-26-064854
9 reports for AMST
Performance horizon
71% Hit rate 5 of 7 directional calls best @ T+20▲ +39.54%Apr 20, 2026
Filters
Rows
Reports for AMST — sortable, filterable
Type Now
Jun 3, 2026
13d ago
DEFA14A
NEUTRAL ★ 3/10
$1.39 $1.26▼ −9.35%▼ −6.80%$1.27 (−8.63%)
May 29, 2026
19d ago
EFFECT
BEARISH ★ 7/10
$1.41 $1.35▲ +4.26%▲ +1.73%$1.27 (+9.93%)
May 19, 2026
28d ago
8-K
BULLISH ★ 6/10
$1.73 $1.87▲ +8.09%▲ +5.85%$1.27 (−26.59%)
May 12, 2026
5w ago
S-1
BEARISH ★ 7/10
$0.8310 $1.73▼ −108.18%▼ −109.34%$1.27 (−52.83%)
Apr 28, 2026
7w ago
424B5
BEARISH ★ 7/10
$0.9800 $1.00▼ −2.04%▼ −0.35%$1.27 (−29.59%)
Apr 27, 2026
7w ago
Press Release
BEARISH ★ 6/10
$1.05 $1.00▲ +4.76%▲ +5.16%$1.27 (−20.95%)
Apr 27, 2026
7w ago
Press Release
NEUTRAL ★ 3/10
$1.05 $1.00▼ −4.76%▼ −5.16%$1.27 (+20.95%)
Apr 20, 2026
8w ago
S-1
BEARISH ★ 7/10
$1.30 $0.9800▲ +24.62%▲ +25.70%$1.27 (+2.31%)
Mar 26, 2026
11w ago
Press Release
BULLISH ★ 7/10
$1.84 $1.77▼ −3.80%▼ −5.44%$1.27 (−30.98%)
Showing 9 of 9

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