GERN at a glance
GERON CORP (GERN, SEC CIK 886744) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding GERON CORP (GERN) shares worth $281.3 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 30 funds
- $281.3M · +1 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Biopharmaceutical company focused on cancer therapeutics development
- No new products, services, or segments introduced or emphasized in this filing year
- Continued emphasis on corporate governance with established Code of Conduct and Insider Trading Policy
- No quantitative metrics disclosed in Business section; governance details referenced extensively to Proxy Statement
- Unusual fact: Entire Business section replaced by governance, ethics, and reference to Proxy Statement, lacking typical operational details
Risk Factors
- Regulatory risk: Uncertainty in RYTELO approval beyond U.S. FDA and EU marketing authorization, affecting future launch timing and revenue generation
- Macroeconomic risk: Exposure to inflation, trade tensions, interest rate fluctuations, and global crises impacting financing and operations
- Supply chain risk: $60 million in manufacturing commitments for RYTELO requiring long lead-times and incurring cancellation penalties
- Competitive risk: Potential market disruption if RYTELO commercialization fails or competitors advance alternative myelodysplastic syndrome treatments
- Financial risk: $119.5 million long-term debt principal with covenants and maturity in 2029, plus $141 million net proceeds dilution risk from equity offerings
Management Discussion & Analysis
- Risks focus on commercialization, regulatory approvals, clinical trial outcomes, manufacturing, and market acceptance of RYTELO (imetelstat)
- Forward-looking risks include FDA/EC approval timelines, clinical trial delays, competitive pressures, and macroeconomic impacts on operations
AI summary of the GERN 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- No profitability, margin, segment, or product-line figures provided
- Forward-looking statements subject to risks, uncertainties, and materially different actual results
Risk Factors
- New regulatory risk: EU pricing and reimbursement rules may limit RYTELO coverage and commercialization following March 2025 EU authorization
- Most material update: revised U.S. commercial strategy targeting high-volume accounts after revenue reached $57.5 million in Q2 2026
- Compliance risk: healthcare-law violations could trigger criminal sanctions, civil penalties, and federal-program exclusion
- Operational risk: limited experience scaling RYTELO commercialization may constrain near-term sales growth
- Financial risk: additional capital may be required to continue RYTELO development and commercializationcuntegn
AI summary of the GERN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results and recent business highlights announced for quarter ended June 30, 2026
- Exhibit 99.1 contains the substantive financial results and operating update
Item EX-99.1: Item EX-99.1
- Q2 RYTELO revenue $57.5M, up 17% YoY and 11% sequentially, supporting continued commercial adoption
- Ordering accounts increased 8% to approximately 1,575, while demand rose 5% sequentially
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Stockholders approved 4,500,000 additional shares under Geron’s Amended 2018 Equity Incentive Plan
- Expanded equity capacity supports employee and executive compensation but increases potential shareholder dilution
Item 5.07: Submission of Matters to a Vote of Security Holders
- All three Class III nominees elected through 2029, preserving board continuity
- Equity plan expanded by 4,500,000 shares, increasing potential dilution and employee compensation capacity
AI summaries of GERN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for GERN
Don't miss the next GERN filing
- Alerts as it files. A push when GERN files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut GERN, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Spiegel Robert J. | A | Sep 30, 2026 | 6,351 | $1.23 |
| Spiegel Robert J. | A | Jun 30, 2026 | 6,103 | $1.28 |
| Molineaux Susan | A | May 20, 2026 | 220,000 | - |
| Spiegel Robert J. | A | May 20, 2026 | 220,000 | - |
| Bir Dawn Carter | A | May 20, 2026 | 220,000 | - |
| O'Farrell Elizabeth G. | A | May 20, 2026 | 220,000 | - |
| McDonald John F | A | May 20, 2026 | 220,000 | - |
| Williams Timothy | A | Apr 13, 2026 | 2,500,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Operating Income | -$193.9M | -$173.7M | -$68.6M |
| Net Income | -$184.1M | -$174.6M | -$83.5M |
| Balance Sheet | |||
| Total Assets | $394.1M | $593.8M | $570.5M |
| Equity | $247.9M | $280.3M | $225.9M |
| ROE | -74.3% | -62.3% | -37.0% |
| Per Share | |||
| EPS | $-0.32 | $-0.27 | $-0.13 |
| Cash Flow | |||
| Operating CF | -$167.7M | -$218.6M | -$111.0M |
| CapEx | $830K | $680K | - |
Source: XBRL data in GERON CORP (GERN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate GERN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $281.3M |
| Q1 2026 | 29 | $279.2M |
| Q4 2025 | 26 | $233.8M |
| Q3 2025 | 26 | $265.4M |
| Q2 2025 | 24 | $251.6M |
| Q1 2025 | 22 | $217.5M |
| Q4 2024 | 19 | $359.4M |
| Q3 2024 | 16 | $231.9M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 192 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
GERN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| SC 13G | Aug 7, 2026 | - | - | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 1, 2026 | - | - | - |
| 8-K | May 27, 2026 | - | Analysis | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Apr 14, 2026 | - | - | - |
| 4 | Apr 1, 2026 | - | - | - |
| 8-K | Mar 26, 2026 | - | - | - |
| 4 | Mar 26, 2026 | - | - | - |
| 4 | Mar 26, 2026 | - | - | - |
| SC 13G | Mar 3, 2026 | - | - | |
| 10-K | Mar 2, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 25, 2026 | - | Analysis | - |
| 4 | Feb 19, 2026 | - | - | |
| 8-K | Jan 12, 2026 | - | - | |
| 8-K | Jan 6, 2026 | - | - | |
| 4 | Jan 5, 2026 | - | - | |
| 8-K | Dec 16, 2025 | - | - |
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GERN SEC filings: frequently asked questions
Which institutions hold GERN stock?
As of June 30, 2026, the largest GERON CORP (GERN) holders among the 13F filers tracked by SignalX were BlackRock ($62.9 million), State Street Corp ($45.9 million), Citadel Advisors LLC ($37.2 million), Vanguard Capital Management LLC ($34.9 million), Goldman Sachs Group ($21.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What are the main risks in GERN's latest 10-K?
In the 10-K filed March 2, 2026, GERON CORP (GERN) flagged: Regulatory risk: Uncertainty in RYTELO approval beyond U.S. FDA and EU marketing authorization, affecting future launch timing and revenue generation. Macroeconomic risk: Exposure to inflation, trade tensions, interest rate fluctuations, and global crises impacting financing and operations. (AI summary of the Risk Factors section.)
What did GERN report in its latest 8-K?
GERON CORP (GERN) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results and recent business highlights announced for quarter ended June 30, 2026.
What are the latest GERN SEC filings?
GERON CORP (GERN) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on October 1, 2026.
What is GERN's SEC CIK number?
GERON CORP (GERN)'s SEC Central Index Key (CIK) is 886744. EDGAR lists every GERN filing under that number.
Ask anything about GERN
The research agent reads GERN's filings, financials, insider trades and 13F holders, then answers with sources.