PODC PodcastOne, Inc.

NEUTRAL Impact: 3/10 8-K
Horizon months Filed May 12, 2026 Processed 28d 9h ago SEC 0001213900-26-055169
8-K context-dependent: Items 3.02, 5.02
Latest settled — T+5d ⚠ clustered
PODC ▲ +9.83% at T+5d
NEUTRAL call ✓ call won +9.83% · α vs SPY +10.99% · entry $3.56 → $3.91
Next anchor: T+20d in 6h
Last close $4.47 (close Jun 8) · +25.56% from $3.56 entry
Entry anchored
May 12, 03:59 PM ET
via Databento tick
T+1d
0.00%
call 0.00% · α +0.00%
$3.56
settled 28d ago
T+5d
+9.83%
call +9.83% · α +10.99%
$3.91
settled 22d ago
T+20d
call — · α —
in 6h
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

PodcastOne appointed Jon Merriman as Lead Director and granted him 250,000 RSUs vesting over three years. The grant is contingent on stockholder approval of a plan amendment at the 2026 annual meeting. This is a routine compensatory arrangement for a board leadership role with no material financial impact.

Actionable Insight

This is a routine board compensation filing with no immediate trading implications. Monitor the 2026 annual meeting for stockholder vote on the Plan Amendment, which is a condition precedent to the RSU grant. No change to fundamental outlook.

Key Facts

  • Jon Merriman appointed as Lead Director of the Board on May 6, 2026
  • Granted 250,000 RSUs under the 2022 Equity Incentive Plan
  • RSUs vest 1/3 per year over three years, contingent on continued service
  • Grant is subject to stockholder approval of the Plan Amendment at the 2026 annual meeting
  • In a Change of Control, 100% of RSUs vest immediately
  • No departure of any officer or director occurred

Financial Impact

250,000 RSUs granted; no market price disclosed; dilution is contingent on vesting and stockholder approval

dilution

Risk Factors

  • If stockholder approval is not obtained, the RSU grant may be voided
  • Potential dilution of ~0.6% based on current market cap of $102M if fully vested shares are issued

Market Snapshot

Exchange
Nasdaq
Sector
Services-Computer Programming, Data Processing, Etc.
Analyst Consensus
89% bullish (9 analysts)

Documents Analyzed

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

DocumentAccession Number
8-K Filing (Primary)0001213900-26-055169
Document: 0001213900-26-055169-index-headers.html0001213900-26-055169
Document: 0001213900-26-055169-index.html0001213900-26-055169
Document: 0001213900-26-055169.txt0001213900-26-055169
9 reports for PODC
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for PODC — sortable, filterable
Type Now
May 27, 2026
13d ago
Press Release
BULLISH ★ 7/10
$4.84 $4.15▼ −14.26%▼ −14.57%$4.47 (−7.64%)
May 27, 2026
13d ago
Press Release
BULLISH ★ 7/10
$4.98 $4.53▼ −9.04%▼ −10.24%$4.47 (−10.24%)
May 19, 2026
21d ago
Press Release
NEUTRAL ★ 3/10
$3.91 $4.96▲ +26.85%▲ +24.61%$4.47 (+14.32%)
May 13, 2026
28d ago
3
NEUTRAL ★ 1/10
$3.56 $3.91▲ +9.83%▲ +10.99%$4.47 (+25.56%)
May 12, 2026
28d ago
8-K
NEUTRAL ★ 3/10
$3.56 $3.91▲ +9.83%▲ +10.99%$4.47 (+25.56%)
May 11, 2026
29d ago
Press Release
NEUTRAL ★ 2/10
$3.72 $3.97▲ +6.72%▲ +6.81%$4.47 (+20.16%)
May 1, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$3.47 $3.72▲ +7.20%▲ +4.27%$4.47 (+28.82%)
Apr 22, 2026
7w ago
EFFECT
NEUTRAL ★ 3/10
$2.77 $3.14▲ +13.41%▲ +13.35%$4.47 (+61.37%)
Apr 10, 2026
8w ago
8-K
NEUTRAL ★ 3/10
$2.23 $2.70▲ +21.08%▲ +17.78%$4.47 (+100.45%)
Showing 9 of 9

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