The award is purely performance-based with no immediate economic impact. Monitor Omeros's stock price trajectory relative to the $25-$40 hurdles over the next 5 years; any change-in-control scenario could accelerate vesting of tranches with achieved price hurdles.
Price Chart
Executive Summary
Omeros granted CEO Gregory Demopulos a performance-based option to purchase 500,000 shares at $17.88 per share, vesting only upon achieving stock price hurdles of $25, $30, $35, and $40 (40%-124% above grant price) and continued service. No portion vested on grant date; the award aligns CEO incentives with sustained stock price appreciation.
Key Facts
- CEO Gregory Demopulos received a performance-based option for 500,000 shares on October 28, 2026.
- Exercise price is $17.88 per share, the closing price on the grant date.
- Vesting requires both stock price hurdles ($25, $30, $35, $40 per share based on 30-day VWAP) and time-based service conditions over 4 years.
- No portion of the award was vested on the grant date; no shares were issued.
- The award expires on October 28, 2031.
- The Compensation Committee cited Dr. Demopulos's 2025 achievements including FDA approval of YARTEMLEA and the sale of zaltenibart to Novo.
Financial Impact
Performance option for 500,000 shares at $17.88 exercise price; potential dilution of approximately 0.6% of current shares outstanding based on $1.3B market cap and $17.88 stock price (implied ~72.7M shares outstanding).
Risk Factors
- Award may dilute existing shareholders if all tranches vest and are exercised.
- Stock price hurdles require significant appreciation (40%-124%) which may not be achieved.
- document contains text addressed to automated readers
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001552781-26-000531 |
| Document: e26432_omer-8k.htm | 0001552781-26-000531 |
| Document: 0001552781-26-000531-index-headers.html | 0001552781-26-000531 |
| Document: 0001552781-26-000531-index.html | 0001552781-26-000531 |
| Document: 0001552781-26-000531.txt | 0001552781-26-000531 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 1d ago | 8-K | $18.53 | awaiting T+60 | awaiting T+60 | $18.44 (−0.49%) |
Sep 1, 2026 8w ago | Insider Cluster | $18.86 | awaiting T+60 | awaiting T+60 | $18.44 (−2.23%) |
Aug 28, 2026 9w ago | Insider Cluster | $18.79 | awaiting T+60 | awaiting T+60 | $18.44 (−1.86%) |
Aug 25, 2026 9w ago | Insider Cluster | $18.22 | awaiting T+60 | awaiting T+60 | $18.44 (+1.21%) |
Aug 21, 2026 10w ago | Insider Cluster | $19.32 | awaiting T+60 | awaiting T+60 | $18.44 (−4.55%) |
Jul 20, 2026 14w ago | 8-K | $9.53 $18.88 | ▲ +98.11% | ▲ +94.14% | $18.44 (+93.49%) |
Jul 6, 2026 16w ago | 8-K | $10.34 $19.25 | ▲ +86.17% | ▲ +84.45% | $18.44 (+78.34%) |
Jun 18, 2026 19w ago | 8-K | $10.28 $17.46 | ▲ +69.84% | ▲ +67.95% | $18.44 (+79.38%) |
Jun 11, 2026 20w ago | Institutional Cluster | $10.18 $18.95 | ▲ +86.15% | ▲ +81.75% | $18.44 (+81.14%) |
May 13, 2026 24w ago | 8-K | $13.28 $13.62 | ▲ +2.56% | ▼ −1.03% | $18.44 (+38.86%) |
US Market Status
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.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers