BNC CEA Industries Inc.

NEUTRAL Impact: 5/10 DEFA14A
Horizon weeks Filed Mar 16, 2026 Processed 2mo ago SEC 0001493152-26-010180
Proxy solicitation materials
Final — all horizons settled through T+60d ⚠ clustered
BNC ▼ -33.43% at T+60d
NEUTRAL call ✗ call lost -33.43% · α vs SPY -43.92% · entry $3.29 → $2.19
Last close $2.19 (close Jun 8) · -33.43% from $3.29 entry
Entry anchored
Mar 13, 04:28 PM ET
via Databento tick
T+1d
-0.91%
call -0.91% · α -1.18%
$3.26
settled 3mo ago
T+5d
-3.34%
call -3.34% · α -1.30%
$3.18
settled 3mo ago
T+20d
-13.37%
call -13.37% · α -17.15%
$2.85
settled 8w ago
T+60d
-33.43%
call -33.43% · α -43.92%
$2.19
settled in 6h

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Executive Summary

CEA Industries Inc. (BNCWW) has filed a definitive proxy statement (DEFA14A) in response to a consent solicitation by YZi Labs Management Ltd. The company is actively soliciting stockholders to revoke consents granted to YZi Labs, indicating an ongoing corporate control dispute. The filing identifies company directors and executives as participants in this solicitation.

Actionable Insight

Traders should monitor for the upcoming consent revocation statement and yellow card, which will reveal YZi Labs' specific demands and the strategic stakes. This appears to be an activist challenge or control contest that could lead to board changes or strategic shifts if YZi Labs succeeds.

Key Facts

  • CEA Industries filed DEFA14A to solicit revocation of consents granted to YZi Labs Management Ltd.
  • The company explicitly states it is responding to YZi Labs' consent solicitation.
  • Company directors (Anthony K. McDonald, Nicholas J. Etten, Carly E. Howard, Hans Thomas, Annemarie Tierney, Glenn Tyranski) and executives (David Namdar, Brent Miller) are identified as participants in the solicitation.
  • Stockholders are directed to review the definitive consent revocation statement and yellow consent revocation card when available.
  • The filing was announced via X.com on March 14, 2026, with the SEC filing on March 16, 2026.

Financial Impact

No direct financial impact disclosed in this filing. The impact depends on the outcome of the consent solicitation battle.

Risk Factors

  • Potential for board composition changes if YZi Labs' solicitation is successful
  • Corporate governance uncertainty during the consent battle
  • Possible strategic shifts or operational disruptions depending on the outcome

Market Snapshot

Exchange
Nasdaq

Documents Analyzed

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

DocumentAccession Number
DEFA14A Filing (Primary)0001493152-26-010180
Document: 0001493152-26-010180-index-headers.html0001493152-26-010180
Document: 0001493152-26-010180-index.html0001493152-26-010180
Document: 0001493152-26-010180.txt0001493152-26-010180
7 reports for BNC
Performance horizon

Track record builds as more directional reports settle.

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Reports for BNC — sortable, filterable
Type Now
Mar 24, 2026
11w ago
DEFA14A
NEUTRAL ★ 4/10
$3.15 $2.87▼ −8.89%▼ −16.75%$2.19 (−30.48%)
Mar 24, 2026
11w ago
DEFA14A
NEUTRAL ★ 5/10
$3.15 $2.87▼ −8.89%▼ −16.75%$2.19 (−30.48%)
Mar 16, 2026
12w ago
Press Release
BEARISH ★ 8/10
$3.26 $2.80▲ +14.11%▲ +18.41%$2.19 (+32.82%)
Mar 16, 2026
12w ago
DEFA14A
NEUTRAL ★ 5/10
$3.29 $2.85▼ −13.37%▼ −17.15%$2.19 (−33.43%)
Mar 16, 2026
12w ago
DEFA14A
MIXED ★ 7/10
$3.29 $2.85▼ −13.37%▼ −17.15%$2.19 (−33.43%)
Feb 25, 2026
14w ago
DEFA14A
NEUTRAL ★ 3/10
$3.77 $3.04▼ −19.36%▼ −12.96%$2.19 (−41.91%)
Feb 24, 2026
15w ago
DEFA14A
BEARISH ★ 7/10
$3.77 $3.15▲ +16.45%▲ +11.21%$2.19 (+41.91%)
Showing 7 of 7

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