TNYA Tenaya Therapeutics, Inc.

NEUTRAL Impact: 3/10 8-K
Horizon days Filed May 29, 2026 Processed 11d 12h ago SEC 0001193125-26-248680
8-K context-dependent: Items 5.02
Latest settled — T+5d
TNYA ▼ -16.32% at T+5d
NEUTRAL call ✗ call lost -16.32% · α vs SPY -13.57% · entry $0.8700 → $0.7280
Next anchor: T+20d in 19d
Last close $0.6860 (close Jun 8) · -21.15% from $0.8700 entry
Entry anchored
May 29, 03:59 PM ET
via Databento tick
T+1d
-9.20%
call -9.20% · α -9.35%
$0.7900
settled 9d ago
T+5d
-16.32%
call -16.32% · α -13.57%
$0.7280
settled 5d ago
T+20d
call — · α —
in 19d
T+60d
call — · α —
in 3mo

Price Chart

Loading chart...

Executive Summary

Tenaya Therapeutics held its 2026 annual meeting on May 27, 2026, where shareholders approved an amended and restated 2021 Equity Incentive Plan. The plan was amended to add a one-time increase of 6,509,966 shares (~3% of outstanding), remove the 4 million share annual evergreen cap (keeping the 4% of outstanding formula), and limit incentive stock option shares. The three Class II director nominees (Burroughs, Parschauer, Stehman-Breen) were elected, and Deloitte & Touche LLP was ratified as independent auditor.

Actionable Insight

Routine annual meeting with equity plan refresh — expect minimal stock price reaction. The equity plan provides additional compensation runway for a clinical-stage biotech, but does not signal any near-term catalyst or change in fundamentals. Monitor upcoming pipeline data readouts for actual stock-moving events.

Key Facts

  • Shareholders approved amended 2021 Equity Incentive Plan with 67,356,607 For (20,575,701 Against, 2,356,444 Abstain, 48,606,132 broker non-votes)
  • One-time increase of 6,509,966 shares reserved under the plan (~3% of outstanding)
  • Annual evergreen provision amended: removes 4M share cap, maintains 4% of outstanding shares formula
  • Maximum incentive stock option shares limited to 15,000,000
  • Class II directors Amy Burroughs, Karah Parschauer, and Catherine Stehman-Breen each elected with >86M votes For
  • Ratification of Deloitte & Touche LLP as independent auditor passed with 135,650,321 For
  • No departures, appointments, or compensation changes to officers or directors were reported

Financial Impact

Approval of equity plan adds ~6.5M shares to reserve (~3% dilution potential over time); no immediate earnings or cash impact

dilutionshare count

Risk Factors

  • Potential future dilution as new awards are granted under the expanded plan
  • No material operational or financial updates were provided in this filing

Market Snapshot

Exchange
Nasdaq
Sector
Biological Products, (No Diagnostic Substances)
Analyst Consensus
93% bullish (14 analysts)

Documents Analyzed

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

DocumentAccession Number
8-K Filing (Primary)0001193125-26-248680
Document: tnya-20260527.htm0001193125-26-248680
Document: 0001193125-26-248680-index-headers.html0001193125-26-248680
Document: 0001193125-26-248680-index.html0001193125-26-248680
Document: 0001193125-26-248680.txt0001193125-26-248680
9 reports for TNYA
Performance horizon
33% Hit rate 1 of 3 directional calls best @ T+5▲ +9.04%Mar 5, 2026
Filters
Rows
Reports for TNYA — sortable, filterable
Type Now
May 29, 2026
11d ago
8-K
NEUTRAL ★ 3/10
$0.8700 $0.7280▼ −16.32%▼ −13.57%$0.6860 (−21.15%)
May 19, 2026
21d ago
Insider Cluster
NEUTRAL ★ 2/10
$0.8080 $0.7920▼ −1.98%▼ −3.22%$0.6860 (−15.10%)
May 16, 2026
24d ago
ANALYST-UPGRADE
BULLISH ★ 1/10
$3.76 $3.30▼ −12.23%▼ −14.36%$0.6860 (−81.76%)
Apr 16, 2026
7w ago
ANALYST-UPGRADE
MIXED ★ 1/10
$0.7820 $0.6720▼ −14.07%▼ −14.62%$0.6860 (−12.28%)
Apr 16, 2026
7w ago
DEFA14A
NEUTRAL ★ 3/10
$0.7470 $0.6840▼ −8.43%▼ −9.42%$0.6860 (−8.17%)
Mar 11, 2026
12w ago
8-K
NEUTRAL ★ 4/10
$0.8930 $0.8040▼ −9.97%▼ −8.99%$0.6860 (−23.18%)
Mar 11, 2026
12w ago
Press Release
MIXED ★ 6/10
$0.8930 $0.8040▼ −9.97%▼ −8.99%$0.6860 (−23.18%)
Mar 9, 2026
13w ago
Press Release
BULLISH ★ 7/10
$0.9580 $0.8570▼ −10.54%▼ −9.19%$0.6860 (−28.39%)
Mar 5, 2026
13w ago
8-K
BULLISH ★ 8/10
$0.8190 $0.8930▲ +9.04%▲ +11.27%$0.6860 (−16.24%)
Showing 9 of 9

US Market Status

Market Closed — Opens in 3h 46m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access