Form 4 for LPTH LIGHTPATH TECHNOLOGIES INC
Accepted 2026-01-07 00:00:00 ET · period of report 2025-12-31 · accession 0001654954-26-000151 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DI | 2026-01-07 | 2026-01-05 | LPTH | NORTH RUN GP, LP | Member | X - OptEx | $2.58 | +3.50M | 3.50M | New | +$9.03M |
| DI | 2026-01-07 | 2026-01-05 | LPTH | NORTH RUN GP, LP | Member | S - Sale+OE | $11.72 | -770.3K | 2.73M | -22% | -$9.03M |
| DI | 2026-01-07 | 2025-12-31 | LPTH | NORTH RUN GP, LP | Member | D - Sale to Iss | $2.15 | -1.86M | 0 | -100% | -$4.00M |
| DI | 2026-01-07 | 2026-01-05 | LPTH | NORTH RUN GP, LP | Member | X - OptEx | $0.00 | -3.50M | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Class A Common Stock | 2026-01-05 | X | A | 3,499,289 | $2.58 | 3,499,289 | I See footnotes | — | — | (F1) On January 5, 2026, North Run Strategic Opportunities Fund I, LP exercised a warrant to purchase 3,499,289 shares of the Issuer's Class A common stock for $2.58 per share. The reporting person paid the exercise price on a cashless basis, resulting in the Issuer's withholding of 770,321 of the warrant shares to pay the exercise price and issuing to the reporting person the remaining 2,728,968 shares. (F4) The reported securities are directly held by North Run Strategic Opportunities Fund I, LP, and may be deemed to be indirectly beneficially owned by North Run Strategic Opportunities Fund I GP, LLC as the general partner of North Run Strategic Opportunities Fund I, LP. The reported securities may also be deemed to be indirectly beneficially owned by Thomas B. Ellis and Todd B. Hammer as members of North Run Strategic Opportunities Fund I GP, LLC. |
| 2 | Common | Class A Common Stock | 2026-01-05 | S | D | 770,321 | $11.72 | 2,728,968 | I See footnotes | — | — | (F1) On January 5, 2026, North Run Strategic Opportunities Fund I, LP exercised a warrant to purchase 3,499,289 shares of the Issuer's Class A common stock for $2.58 per share. The reporting person paid the exercise price on a cashless basis, resulting in the Issuer's withholding of 770,321 of the warrant shares to pay the exercise price and issuing to the reporting person the remaining 2,728,968 shares. (F4) The reported securities are directly held by North Run Strategic Opportunities Fund I, LP, and may be deemed to be indirectly beneficially owned by North Run Strategic Opportunities Fund I GP, LLC as the general partner of North Run Strategic Opportunities Fund I, LP. The reported securities may also be deemed to be indirectly beneficially owned by Thomas B. Ellis and Todd B. Hammer as members of North Run Strategic Opportunities Fund I GP, LLC. |
| 3 | Derivative | Convertible Promissory Note | 2025-12-31 | D | D | 1,860,465 | $2.15 | 0 | I See footnotes | — · — to — | 1,860,465 Class A Common Stock | (F3) The reported securities were directly held by North Run - Due North Partners, LP, and may have been deemed to be indirectly beneficially owned by North Run GP, LP as the general partner of North Run - Due North Partners, LP, and may have been deemed to be indirectly beneficially owned by North Run Advisors, LLC as the general partner of North Run GP, LP. The reported securities may have been deemed to be indirectly beneficially owned by Thomas B. Ellis and Todd B. Hammer as members of North Run Strategic Opportunities Fund I GP, LLC. The reported securities may also have been deemed to be indirectly beneficially owned by Thomas B. Ellis, Todd B. Hammer and Michael Bosco as limited partners of North Run - Due North Partners, LP. (F2) On February 18, 2025, the Issuer issued to North Run - Due North Partners, LP a senior secured promissory note (the "Promissory Note") with an initial principal amount of $4 million. Upon the occurrence of certain circumstances, North Run - Due North Partners, LP would receive 4,000 shares of Issuer's Series G Convertible Preferred Stock, which at issuance would be convertible into 1,860,465 shares of Common Stock. The Promissory Note became payable on March 3, 2025 and did not have an expiration date. The Promissory Note was repaid in full by the Issuer on December 31, 2025. |
| 4 | Derivative | Class A Common Stock Purchase Warrants (Right to Buy) | 2026-01-05 | X | D | 3,499,289 | $0.00 | 0 | I See footnotes | $2.58 · 2025-02-18 to 2031-02-18 | 3,499,289 Class A Common Stock | (F3) The reported securities were directly held by North Run - Due North Partners, LP, and may have been deemed to be indirectly beneficially owned by North Run GP, LP as the general partner of North Run - Due North Partners, LP, and may have been deemed to be indirectly beneficially owned by North Run Advisors, LLC as the general partner of North Run GP, LP. The reported securities may have been deemed to be indirectly beneficially owned by Thomas B. Ellis and Todd B. Hammer as members of North Run Strategic Opportunities Fund I GP, LLC. The reported securities may also have been deemed to be indirectly beneficially owned by Thomas B. Ellis, Todd B. Hammer and Michael Bosco as limited partners of North Run - Due North Partners, LP. (F2) On February 18, 2025, the Issuer issued to North Run - Due North Partners, LP a senior secured promissory note (the "Promissory Note") with an initial principal amount of $4 million. Upon the occurrence of certain circumstances, North Run - Due North Partners, LP would receive 4,000 shares of Issuer's Series G Convertible Preferred Stock, which at issuance would be convertible into 1,860,465 shares of Common Stock. The Promissory Note became payable on March 3, 2025 and did not have an expiration date. The Promissory Note was repaid in full by the Issuer on December 31, 2025. |