MGTX at a glance
MeiraGTx Holdings plc (MGTX, SEC CIK 1735438) filed its latest 10-K annual report on March 30, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on September 23, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), MeiraGTx Holdings plc (MGTX) reported revenue of $81.4 million (up 144.6% from FY2024) and a net loss of $114.2 million. Diluted EPS was -$1.42.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding MeiraGTx Holdings plc (MGTX) shares worth $288.2 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Naylor Stuart on October 6, 2026 of 27,659 shares at $10.64 per share.
- In the last 90 days, MGTX insiders reported 0 open-market purchases ($0) and 3 open-market sales ($1.9M) on Form 4, a net sale of $1.9M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $81.4M
- +144.6% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$1.9M
- 13F holders
- 27 funds
- $288.2M · +4 vs prior quarter
- Latest 8-K
- Sep 23, 2026
- Item 5.02 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly net income $160.7M vs net loss $38.8M YoY
- Operating expenses $77.0M vs $48.5M YoY
- Cash, equivalents and restricted cash $145.4M at June 30, 2026
- Capital deployment: $25.0M bota-vec acquisition and $135.0M initial Oberland funding
- Funds expected to support operations into second half of 2028; additional capital required may remain necessary
Risk Factors
- New regulatory uncertainty: SEC proposed rescinding climate-disclosure rules in May 2026 after a 2024 adoption and litigation stay
- Most material financing update: $100.0 million April 2026 equity financing increased dilution exposure
- Legal risk: Cayman Islands courts may not recognize U.S. securities-law judgments against the company or its directors
- Near-term market risk: biopharmaceutical share-price volatility may trigger securities class-action litigation and substantial defense costs
- Financial risk: $28.2 million raised through 3,164,365 ATM shares during six months ended June 30, 2026
AI summary of the MGTX 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 5.02: Departure/Appointment of Directors or Principal Officers
- Alan M. Sebulsky appointed Class I director effective September 23, 2026, serving through the 2028 annual meeting
- Science and Technology Committee assignment adds biopharmaceutical investment and healthcare industry expertise
Item 7.01: Regulation FD Disclosure
- Alan M. Sebulsky appointed to MeiraGTx’s Board
- Appointment details contained in Exhibit 99.1 press release
Item EX-99.1: Item EX-99.1
- Board appointment of Alan M. Sebulsky, a healthcare investor with over 40 years’ experience, adds biopharma capital-markets expertise
- Sebulsky previously oversaw a diversified biopharmaceutical portfolio with over $2 billion in assets at Adage Capital Management
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 financial results cover the quarter ended June 30, 2026
- Press release issued August 13, 2026 and furnished as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $321.4M and net income $160.7M, driven largely by nonrecurring related-party license and service revenue
- R&D expense rose to $57.8M from $33.5M, reflecting bota-vec reacquisition and higher AAV2-hAQP1 clinical manufacturing and trial spending
Item 1.01: Entry into a Material Definitive Agreement
- Up to $375M in senior secured royalty financing, with $100M initial and $25M second purchases
- Future $50M tranches tied to AQUAx2 data, bota-vec approval, and AAV-hAQP1 approval
Item 1.02: Termination of a Material Definitive Agreement
- Perceptive NPA fully terminated following repayment of all outstanding principal on June 30, 2026
- Accrued unpaid interest and redemption-related fees paid alongside principal
Item 7.01: Regulation FD Disclosure
- Standard forward-looking statement disclaimer tied to the Royalty Note Purchase Agreement and offering
- Completion remains subject to customary closing conditions and market conditions
Item EX-99.1: Item EX-99.1
- Up to $400M strategic financing, including $375M non-dilutive royalty funding and $25M equity
- Initial $135M funded: $125M royalty financing plus $10M equity investment
AI summaries of MGTX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MGTX
Don't miss the next MGTX filing
- Alerts as it files. A push when MGTX files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut MGTX, by share count.
- Ask anything. An AI agent that reads every MGTX filing and answers with sources.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Naylor Stuart | Sell | Oct 6, 2026 | 27,659 | $10.64 |
| SEBULSKY ALAN | A | Sep 23, 2026 | 100,000 | - |
| Forbes Alexandria | Sell | Aug 18, 2026 | 62,000 | $13.86 |
| Giroux Richard | Sell | Jul 21, 2026 | 56,000 | $12.51 |
| Naylor Stuart | Sell | Jul 7, 2026 | 2,547 | $13.86 |
| Naylor Stuart | Sell | Jul 7, 2026 | 25,112 | $14.90 |
| Naylor Stuart | A | Jun 25, 2026 | 70,000 | - |
| Forbes Alexandria | A | Jun 25, 2026 | 980,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $33.3M | $81.4M |
| Operating Income | - | -$164.2M | -$106.0M |
| Net Income | -$84.0M | -$147.8M | -$114.2M |
| Op. Margin | - | -493.4% | -130.2% |
| Net Margin | - | -444.1% | -140.3% |
| Balance Sheet | |||
| Total Assets | - | $269.8M | $244.4M |
| Equity | $138.2M | $67.8M | -$5.8M |
| ROE | -60.8% | -217.9% | 1971.4% |
| Per Share | |||
| EPS | $-1.49 | $-2.12 | $-1.42 |
| Cash Flow | |||
| Operating CF | - | -$104.5M | -$46.4M |
| CapEx | $20.2M | $5.0M | $3.8M |
Source: XBRL data in MeiraGTx Holdings plc (MGTX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MGTX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $288.2M |
| Q1 2026 | 23 | $155.5M |
| Q4 2025 | 22 | $142.1M |
| Q3 2025 | 22 | $131.7M |
| Q2 2025 | 24 | $87.4M |
| Q1 2025 | 19 | $66.4M |
| Q4 2024 | 13 | $54.8M |
| Q3 2024 | 11 | $35.4M |
- BlackRock+1.59M (+50%)
- State Street Corp+639.8K (+85%)
- Citadel Advisors LLC+534.5K (+461%)
- D.E. Shaw & Co+427.6K (+101%)
- Vanguard Portfolio Management LLC+326.3K (+82%)
- Millennium Management−493.9K (-14%)
- Morgan Stanley−277.2K (-17%)
- Goldman Sachs Group−114.0K (-26%)
- Ameriprise Financial+64.4K
- Franklin Resources+61.1K
- Two Sigma Investments+28.8K
- Prudential Financial+28.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 161 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MGTX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 8-K | Sep 23, 2026 | - | Analysis | - |
| 4 | Aug 18, 2026 | - | - | - |
| 10-Q | Aug 13, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| 4 | Jul 21, 2026 | - | - | - |
| 8-K | Jul 7, 2026 | - | Analysis | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 10, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 19, 2026 | - | - |
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MGTX SEC filings: frequently asked questions
Are MGTX insiders buying or selling?
In the last 90 days, MeiraGTx Holdings plc (MGTX) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $1.9 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold MGTX stock?
As of June 30, 2026, the largest MeiraGTx Holdings plc (MGTX) holders among the 13F filers tracked by SignalX were Johnson & Johnson ($89.7 million), BlackRock ($64.3 million), Millennium Management ($40.1 million), State Street Corp ($18.8 million), Morgan Stanley ($17.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MGTX's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), MeiraGTx Holdings plc (MGTX) reported revenue of $81.4 million (up 144.6% from FY2024) and a net loss of $114.2 million. Diluted EPS was -$1.42. The figures come from the XBRL data in the 10-K.
What did MGTX report in its latest 8-K?
MeiraGTx Holdings plc (MGTX) filed an 8-K on September 23, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 7.01 (Regulation FD Disclosure). Alan M. Sebulsky appointed Class I director effective September 23, 2026, serving through the 2028 annual meeting.
What are the latest MGTX SEC filings?
MeiraGTx Holdings plc (MGTX) filed its latest 10-K annual report on March 30, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on September 23, 2026 and a Form 4 insider filing on October 6, 2026.
What is MGTX's SEC CIK number?
MeiraGTx Holdings plc (MGTX)'s SEC Central Index Key (CIK) is 1735438. EDGAR lists every MGTX filing under that number.
Ask anything about MGTX
The research agent reads MGTX's filings, financials, insider trades and 13F holders, then answers with sources.