SNSE Sensei Biotherapeutics, Inc.

NEUTRAL Impact: 3/10 DEFA14A
Horizon days Filed May 22, 2026 Processed 23d 12h ago SEC 0001193125-26-236834
Proxy solicitation materials
Latest settled — T+5d ⚠ clustered
SNSE ▲ +20.16% at T+5d
NEUTRAL call ✓ call won +20.16% · α vs SPY +19.07% · entry $16.47 → $19.79
Next anchor: T+20d in 8d
Last close $13.00 (close Jun 12) · -21.07% from $16.47 entry
Entry anchored
May 22, 03:58 PM ET
via Databento tick
T+1d
-3.83%
call -3.83% · α -3.78%
$15.84
settled 20d ago
T+5d
+20.16%
call +20.16% · α +19.07%
$19.79
settled 14d ago
T+20d
call — · α —
in 8d
T+60d
call — · α —
in 2mo

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Executive Summary

Sensei Biotherapeutics filed a DEFA14A supplement to its definitive proxy statement, updating board reconstitution plans contingent on stockholder approval at the June 10, 2026 annual meeting. Director nominee Karen Vousden, Ph.D. has delayed her appointment to later in 2026 for personal reasons, and the board has approved a five-director size effective June 12, 2026, with Bob Holmen as chair of the Nominating and Corporate Governance Committee. This is a routine administrative update with no material financial impact.

Actionable Insight

Monitor the June 10 annual meeting outcome for stockholder approval of board reconstitution. The delayed appointment of Dr. Vousden is a minor scheduling change with no immediate trading implications.

Key Facts

  • Annual meeting scheduled for June 10, 2026, with record date April 13, 2026.
  • Director nominee Karen Vousden, Ph.D. delayed appointment to Q3/Q4 2026 due to personal reasons.
  • Board size set at five directors effective June 12, 2026, pending stockholder approval.
  • Bob Holmen to chair Nominating and Corporate Governance Committee effective June 12, 2026.
  • Board recommendation on all proposals remains unchanged from the April 27, 2026 definitive proxy statement.

Financial Impact

No financial figures disclosed; administrative proxy supplement only.

Risk Factors

  • Stockholder approval of Required Company Stockholder Matters is not guaranteed.
  • Further delays or changes in board composition could occur.

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
75% bullish (8 analysts)

Documents Analyzed

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

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-236834
Document: 0001193125-26-236834-index-headers.html0001193125-26-236834
Document: 0001193125-26-236834-index.html0001193125-26-236834
Document: 0001193125-26-236834.txt0001193125-26-236834
12 reports for SNSE
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+20▲ +42.80%Apr 28, 2026
Filters
Rows
Reports for SNSE — sortable, filterable
Type Now
Jun 10, 2026
4d ago
S-3/A
NEUTRAL ★ 4/10
$11.26 awaiting T+1awaiting T+1$13.00 (+15.45%)
Jun 10, 2026
4d ago
8-K
NEUTRAL ★ 3/10
$11.26 awaiting T+1awaiting T+1$13.00 (+15.45%)
Jun 2, 2026
12d ago
10-K/A
NEUTRAL ★ 3/10
$16.10 $15.85▼ −1.55%▼ −0.86%$13.00 (−19.23%)
Jun 2, 2026
12d ago
S-3/A
BEARISH ★ 6/10
$16.10 $15.85▲ +1.55%▲ +0.86%$13.00 (+19.23%)
Jun 1, 2026
13d ago
Insider Cluster
BEARISH ★ 7/10
$16.10 $15.85▲ +1.55%▲ +0.83%$13.00 (+19.23%)
May 22, 2026
23d ago
DEFA14A
NEUTRAL ★ 3/10
$16.47 $15.84▼ −3.83%▼ −3.78%$13.00 (−21.07%)
May 22, 2026
23d ago
8-K
NEUTRAL ★ 2/10
$16.47 $15.84▼ −3.83%▼ −3.78%$13.00 (−21.07%)
May 21, 2026
24d ago
DEFA14A
NEUTRAL ★ 5/10
$17.79 $16.47▼ −7.42%▼ −8.01%$13.00 (−26.93%)
May 15, 2026
4w ago
8-K
NEUTRAL ★ 4/10
$20.43 $19.91▼ −2.55%▼ −2.48%$13.00 (−36.37%)
Apr 29, 2026
6w ago
144
BEARISH ★ 5/10
$28.30 $26.62▲ +5.94%▲ +6.96%$13.00 (+54.06%)
Showing 10 of 12

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