IRD Opus Genetics, Inc.

NEUTRAL Impact: 3/10 8-K
Horizon months Filed Apr 7, 2026 Processed 2mo ago SEC 0001140361-26-013481
8-K context-dependent: Items 5.02
Latest settled — T+20d
IRD ▲ +6.10% at T+20d
NEUTRAL call ✓ call won +6.10% · α vs SPY -3.68% · entry $4.92 → $5.22
Next anchor: T+60d in 19d
Currently $4.04 · -17.89% from $4.92 entry
Entry anchored
Apr 6, 03:59 PM ET
via Databento tick
T+1d
+4.67%
call +4.67% · α +2.14%
$5.15
settled 2mo ago
T+5d
+12.80%
call +12.80% · α +7.48%
$5.55
settled 2mo ago
T+20d
+6.10%
call +6.10% · α -3.68%
$5.22
settled 6w ago
T+60d
call — · α —
in 19d

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Executive Summary

Opus Genetics entered into change in control bonus agreements with its four executive officers, including the CEO and CFO, to reimburse them for any excise taxes incurred under Section 4999 of the Internal Revenue Code in the event of a change in control. This is a standard retention and compensation measure for executives.

Actionable Insight

This filing is a routine executive compensation update. Traders should note it as a governance/retention measure but not a material event. Monitor for any subsequent M&A activity that could trigger these agreements.

Key Facts

  • Agreements cover CEO Dr. George Magrath, CFO Robert Gagnon, COO Joseph Schachle, and CSO Dr. Ashwath Jayagopal.
  • Each executive will receive a gross-up payment covering any excise tax (and related income taxes on the gross-up) under Section 4999 if a change in control occurs.
  • An independent accounting firm (280G Firm) will determine the amount of any required gross-up payment.
  • The agreements are compensatory arrangements, not triggered by any current change in control event.

Financial Impact

Potential future liability dependent on a change in control event and resulting excise tax calculations; no immediate financial impact.

executive compensationpotential future tax liability

Risk Factors

  • Potential for significant cash outflow if a change in control occurs and excise taxes are triggered.
  • The gross-up provision could be viewed negatively by shareholders as excessive compensation in a takeover scenario.

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001140361-26-013481
Document: ef20069654_ex10-1.htm0001140361-26-013481
Document: 0001140361-26-013481-index-headers.html0001140361-26-013481
Document: 0001140361-26-013481-index.html0001140361-26-013481
Document: 0001140361-26-013481.txt0001140361-26-013481
12 reports for IRD
Performance horizon

Track record builds as more directional reports settle.

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Reports for IRD — sortable, filterable
Type Now
Jun 5, 2026
7d ago
S-3
BEARISH ★ 5/10
$4.61 awaiting T+5awaiting T+5$4.04 (+12.36%)
May 12, 2026
4w ago
8-K
MIXED ★ 5/10
$5.18 $4.44▼ −14.29%▼ −14.36%$4.04 (−22.01%)
May 12, 2026
4w ago
Press Release
BEARISH ★ 7/10
$5.18 $4.44▲ +14.29%▲ +14.36%$4.04 (+22.01%)
May 7, 2026
5w ago
Press Release
BULLISH ★ 6/10
$4.99 $4.97▼ −0.40%▼ −1.86%$4.04 (−19.04%)
Apr 24, 2026
7w ago
8-K
NEUTRAL ★ 5/10
$5.12 $5.22▲ +1.95%▲ +1.55%$4.04 (−21.09%)
Apr 23, 2026
7w ago
EFFECT
NEUTRAL ★ 4/10
$5.21 $4.67▼ −10.36%▼ −11.84%$4.04 (−22.46%)
Apr 23, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$5.21 $4.67▼ −10.36%▼ −11.84%$4.04 (−22.46%)
Apr 10, 2026
9w ago
Press Release
NEUTRAL ★ 4/10
$5.36 $5.75▲ +7.28%▲ +2.77%$4.04 (−24.63%)
Apr 7, 2026
9w ago
8-K
NEUTRAL ★ 3/10
$4.92 $5.55▲ +12.80%▲ +7.48%$4.04 (−17.89%)
Mar 16, 2026
12w ago
Insider Cluster
NEUTRAL ★ 3/10
$5.19 $4.59▼ −11.56%▼ −9.52%$4.04 (−22.16%)
Showing 10 of 12

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