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8-K ·Filed Aug 19, 2026

LSF

Laird Superfood, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed2mo ago SEC0001437749-26-028554
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

This is a routine board appointment with no immediate trading signal. Monitor for any future strategic shifts tied to Nexus Capital Management's involvement, but no action warranted on this filing alone.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d
LSF ▼ -7.80% at T+20d
NEUTRAL call -7.80% · α vs SPY -7.80% · entry $4.10 → $3.78
Next anchor: T+60d in 16d
Latest observation: T+45 -39.01% FF3 residual α
Entry = T+0 close
Aug 19, 2026
via day close
T+1d
-8.05%
call -8.05% · α -8.46%
$3.77
settled 2mo ago
T+5d
-5.37%
call -5.37% · α -6.48%
$3.88
settled 2mo ago
T+20d
-7.80%
call -7.80% · α -7.80%
$3.78
settled 6w ago
T+60d
Pending
in 16d

Price Chart

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Executive Summary

Laird Superfood appointed Matthew Spanjers as a director and to the compensation committee, effective August 13, 2026. Mr. Spanjers is a designee of Nexus Capital Management LP affiliate per the December 2025 Investment Agreement, bringing food industry experience from Krispy Kreme and McKinsey. This is a routine board appointment with no material financial impact.

Key Facts

  • Matthew Spanjers appointed to the Board of Directors effective August 13, 2026.
  • Spanjers also appointed to the compensation committee.
  • He is a designee of the Investor (affiliate of Nexus Capital Management LP) under the December 21, 2025 Investment Agreement.
  • Spanjers previously served as Chief Growth Officer and President, International at Krispy Kreme, and as a Senior Advisor at McKinsey & Company.
  • He will receive standard non-employee director cash compensation and an option grant vesting over four years.

Financial Impact

No material financial impact. Director compensation is standard and immaterial relative to market cap.

Risk Factors

  • No material risks identified from this filing.

Market Snapshot

Exchange
NYSE
Sector
Food and Kindred Products
Analyst Consensus
86% bullish (7 analysts)

Investment Themes

Consumer & Retail

Documents Analyzed

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

DocumentAccession Number
8-K Filing (Primary)0001437749-26-028554
Document: 0001437749-26-028554-index-headers.html0001437749-26-028554
Document: 0001437749-26-028554-index.html0001437749-26-028554
Document: 0001437749-26-028554.txt0001437749-26-028554
8 reports for LSF
Performance horizon
100% Hit rate @ T+20 3 of 3 directional calls Went positive at some point 3 of 3 best @ T+60▲ +50.82%Apr 21, 2026
Filters
Rows
Reports for LSF — sortable, filterable
TypeNow
Oct 7, 2026
19d ago
3
NEUTRAL ★ 2/10
$3.12awaiting T+20—$2.59 (−16.98%)
Aug 19, 2026
9w ago
8-K
NEUTRAL ★ 2/10
$4.10 $3.78▼ −7.80%▼ −7.80%$2.59 (−36.83%)
Jul 14, 2026
14w ago
8-K
NEUTRAL ★ 3/10
$4.59 $4.25▼ −7.41%▼ −9.75%$2.59 (−43.57%)
Jun 12, 2026
19w ago
Insider Cluster
BULLISH ★ 5/10
$4.05 $4.56▲ +12.59%▲ +13.34%$2.59 (−36.05%)
Jun 9, 2026
19w ago
DEFA14A
NEUTRAL ★ 2/10
$3.40 $4.36▲ +28.24%▲ +24.61%$2.59 (−23.82%)
Apr 21, 2026
26w ago
8-K
BULLISH ★ 9/10
$2.99 $3.11▲ +4.01%▲ +0.85%$2.59 (−13.37%)
Apr 21, 2026
27w ago
Insider Cluster
BULLISH ★ 9/10
$3.05 $3.15▲ +3.28%▼ −1.64%$2.59 (−15.08%)
Mar 6, 2026
33w ago
DEFA14A
NEUTRAL ★ 5/10
$2.46 $2.35▼ −4.47%▼ −1.67%$2.59 (+5.29%)
Showing 8 of 8

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Report published Aug 19, 2026