JAGX Jaguar Health, Inc.

BEARISH Impact: 6/10 8-K
Horizon weeks Filed May 22, 2026 Processed 23d 13h ago SEC 0001193125-26-237195
8-K material event: Items 1.01
Latest settled — T+5d
JAGX ▲ +3.54% at T+5d
SHORT call ✗ call lost -3.54% · α vs SPY -2.32% · entry $3.11 → $3.22
Next anchor: T+20d in 8d
Last close $2.69 (close Jun 12) · +13.50% from $3.11 entry (call sign-flipped)
Entry anchored
May 22, 2026
via day open
T+1d
+2.57%
call -2.57% · α -2.56%
$3.19
settled 20d ago
T+5d
+3.54%
call -3.54% · α -2.32%
$3.22
settled 14d ago
T+20d
call — · α —
in 8d
T+60d
call — · α —
in 2mo

Price Chart

Loading chart...

Executive Summary

Jaguar Health issued 54,222 common shares to Streeterville Capital in exchange for the cancellation of 7.96 shares of Series Q Perpetual Preferred Stock, converting preferred equity into common stock without new cash proceeds. Separately, the company adjourned its 2026 Annual Meeting until June 2, 2026, after Nasdaq discussions prompted a supplemental proxy filing, signaling potential governance or compliance concerns.

Actionable Insight

The preferred-to-common conversion without new capital is a bearish signal of financial distress, as it dilutes existing common holders while providing no operating cash. The adjourned annual meeting with Nasdaq discussions raises the risk of a listing deficiency or delisting. Monitor the supplemental proxy filing and any Nasdaq compliance update.

Key Facts

  • Issued 54,222 common shares to Streeterville Capital in exchange for 7.96 Series Q Preferred shares (cancelled and retired).
  • No new cash raised — the exchange is a debt-to-equity conversion under Section 3(a)(9).
  • Annual Meeting adjourned from May 22 to June 2, 2026, due to Nasdaq discussions requiring supplemental proxy information.
  • Market cap is ~$49M; the 54,222 common shares represent a material dilution event relative to outstanding shares.
  • Historical performance on JAGX filings shows a 33% win rate at T+20 and average alpha of -25.75%.

Financial Impact

54,222 common shares issued; no cash consideration received. Dilution impact depends on pre-exchange share count, which is not disclosed in the filing.

dilutionshare count

Risk Factors

  • Nasdaq listing compliance risk — adjourned meeting suggests potential deficiency or delisting threat.
  • Further dilution from additional Streeterville conversions or other financing arrangements.
  • No new cash raised — the exchange does not address the company's liquidity needs.

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
86% bullish (7 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-237195
Document: d138181dex102.htm0001193125-26-237195
Document: d138181dex101.htm0001193125-26-237195
Document: 0001193125-26-237195-index-headers.html0001193125-26-237195
Document: 0001193125-26-237195-index.html0001193125-26-237195
Document: 0001193125-26-237195.txt0001193125-26-237195
12 reports for JAGX
Performance horizon
75% Hit rate 3 of 4 directional calls best @ T+1▲ +97.54%Apr 27, 2026
Filters
Rows
Reports for JAGX — sortable, filterable
Type Now
Jun 11, 2026
3d ago
8-K
BEARISH ★ 8/10
$2.74 awaiting T+1awaiting T+1$2.69 (+1.82%)
Jun 8, 2026
6d ago
8-K
NEUTRAL ★ 5/10
$2.60 awaiting T+1awaiting T+1$2.69 (+3.66%)
Jun 2, 2026
12d ago
8-K
BEARISH ★ 6/10
$2.92 $3.05▼ −4.45%▼ −4.05%$2.69 (+7.88%)
May 29, 2026
16d ago
DEFA14A
NEUTRAL ★ 4/10
$3.27 $3.22▼ −1.53%▼ −1.67%$2.69 (−17.74%)
May 27, 2026
18d ago
8-K
NEUTRAL ★ 4/10
$3.19 $3.29▲ +3.13%▲ +2.58%$2.69 (−15.67%)
May 22, 2026
23d ago
8-K
BEARISH ★ 6/10
$3.11 $3.19▼ −2.57%▼ −2.56%$2.69 (+13.50%)
May 19, 2026
26d ago
8-K
MIXED ★ 6/10
$3.67 $3.47▼ −5.45%▼ −5.64%$2.69 (−26.70%)
May 6, 2026
5w ago
DEFA14A
NEUTRAL ★ 1/10
$2.82 $2.98▲ +5.67%▲ +6.00%$2.69 (−4.61%)
May 4, 2026
5w ago
8-K
BEARISH ★ 8/10
$3.25 $3.01▲ +7.38%▲ +8.18%$2.69 (+17.23%)
Apr 27, 2026
6w ago
8-K
BEARISH ★ 8/10
$9.80 $0.2410▲ +97.54%▲ +97.06%$2.69 (+72.55%)
Showing 10 of 12

US Market Status

Market Closed — Opens in 2h 48m

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