CABA Cabaletta Bio, Inc.

NEUTRAL Impact: 3/10 DEFA14A
Horizon days Filed Jun 1, 2026 Processed 13d 21h ago SEC 0001193125-26-249726
Proxy solicitation materials
Latest settled — T+5d
CABA ▼ -11.44% at T+5d
NEUTRAL call ✗ call lost -11.44% · α vs SPY -8.69% · entry $3.67 → $3.25
Next anchor: T+20d in 15d
Last close $3.01 (close Jun 12) · -17.98% from $3.67 entry
Entry anchored
Jun 1, 2026
via day open
T+1d
+0.27%
call +0.27% · α +0.13%
$3.68
settled 13d ago
T+5d
-11.44%
call -11.44% · α -8.69%
$3.25
settled 7d ago
T+20d
call — · α —
in 15d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Cabaletta Bio's board withdrew Proposal 3 (amendment to the 2019 Stock Option and Incentive Plan) from the June 9, 2026 annual meeting agenda, citing further review. The remaining five proposals (director elections, ratification of auditor, say-on-pay, etc.) will proceed as scheduled. Existing proxy cards remain valid; no new voting instructions are needed.

Actionable Insight

The withdrawal is a procedural change with no immediate financial impact. Monitor for any future proxy filing regarding a revised equity plan proposal. The annual meeting proceeds as scheduled with the remaining proposals.

Key Facts

  • Proposal 3 (amendment to 2019 Stock Option and Incentive Plan) withdrawn from the 2026 annual meeting agenda.
  • Board determined on May 31, 2026, not to seek stockholder approval of Proposal 3.
  • All other proposals (1, 2, 4, 5, 6) remain on the agenda for the June 9, 2026 meeting.
  • Record date remains April 20, 2026; existing proxy cards remain valid without resubmission.
  • Company reserves right to propose future amendments to the equity compensation plan.

Financial Impact

No direct financial impact; removal of equity plan vote removes potential dilution from future option grants, but no dollar amounts disclosed.

dilution

Risk Factors

  • Potential future dilution if a revised equity plan is proposed later.
  • No material risk from this filing alone.

Market Snapshot

Exchange
Nasdaq
Sector
Biological Products, (No Diagnostic Substances)
Analyst Consensus
81% bullish (16 analysts)

Documents Analyzed

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

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-249726
Document: 0001193125-26-249726-index-headers.html0001193125-26-249726
Document: 0001193125-26-249726-index.html0001193125-26-249726
Document: 0001193125-26-249726.txt0001193125-26-249726
13 reports for CABA
Performance horizon
71% Hit rate 5 of 7 directional calls best @ T+60▲ +12.73%Feb 28, 2026
Filters
Rows
Reports for CABA — sortable, filterable
Type Now
Jun 11, 2026
3d ago
Institutional Cluster
NEUTRAL ★ 5/10
$3.00 awaiting T+1awaiting T+1$3.01 (+0.33%)
Jun 3, 2026
11d ago
8-K
BULLISH ★ 7/10
$3.58 $3.51▼ −1.96%▼ −2.35%$3.01 (−15.92%)
Jun 1, 2026
13d ago
DEFA14A
NEUTRAL ★ 3/10
$3.67 $3.68▲ +0.27%▲ +0.13%$3.01 (−17.98%)
May 14, 2026
4w ago
8-K
BEARISH ★ 6/10
$3.61 $3.31▲ +8.31%▲ +7.08%$3.01 (+16.62%)
May 14, 2026
4w ago
Press Release
NEUTRAL ★ 4/10
$3.61 $3.31▼ −8.31%▼ −7.08%$3.01 (−16.62%)
May 14, 2026
4w ago
8-K
BULLISH ★ 7/10
$3.61 $3.31▼ −8.31%▼ −7.08%$3.01 (−16.62%)
May 4, 2026
5w ago
8-K
BEARISH ★ 7/10
$3.83 $4.15▼ −8.36%▼ −7.56%$3.01 (+21.41%)
May 4, 2026
5w ago
424B5
BEARISH ★ 7/10
$3.83 $4.15▼ −8.36%▼ −7.56%$3.01 (+21.41%)
May 4, 2026
5w ago
8-K
NEUTRAL ★ 3/10
$3.83 $4.15▲ +8.36%▲ +7.56%$3.01 (−21.41%)
Apr 28, 2026
6w ago
DEFA14A
NEUTRAL ★ 2/10
$2.86 $2.78▼ −2.80%▼ −2.79%$3.01 (+5.24%)
Showing 10 of 13

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