Lyell Immunopharma, Inc. (LYEL) - Dilution Analysis
Visualizing historical and potential share dilution over time
Dilution Analysis
Risk Assessment Details
Summary
LYEL currently has 23.3M outstanding shares. with significant dilution risk as 45.7M authorized shares could dilute existing holders by 196.2%. The company has significantly diluted shareholders by 1461.46% over the past 2 years, indicating aggressive capital raising.
Share Structure Timeline
Historical Data Points
| Date | Event | Outstanding | Supply |
|---|---|---|---|
| Apr 03, 2026 |
S-3 filing: This is an offering for resale by selling stockholders of up to 1,952,360 shares of common stock that were previously sold in a private placement. |
23M | 46M |
| Mar 12, 2026 |
10-K filing | 23.3M shares outstanding |
23M | 44M |
| Dec 05, 2025 |
S-3 filing: This prospectus relates to the proposed resale from time to time by Innovative Cellular Therapeutics Holdings Limited of up to 1,900,000 shares of our common stock. |
21M | 44M |
| Nov 12, 2025 |
10-Q filing | 21.2M shares outstanding |
21M | 42M |
| Aug 12, 2025 |
S-3 filing: This is an S-3 filing for the offer and resale by selling stockholders of up to 3,753,752 shares of common stock, which were previously sold to them in a private placement. |
300M | 42M |
| Aug 12, 2025 |
10-Q filing | 19.2M shares outstanding |
19M | 38M |
| Jul 18, 2025 |
S-3 filing: This is an S-3 filing for the resale of up to 625,000 shares of common stock by selling stockholders, which were issued as part of the merger consideration. The company will not receive any proceeds from the sale. |
300M | 38M |
| May 13, 2025 |
10-Q filing | 295.1M shares outstanding |
300M | 37M |
| Mar 11, 2025 |
10-K filing | 295.2M shares outstanding |
300M | 37M |
| Nov 29, 2024 |
S-3 filing: This prospectus relates to the proposed resale from time to time by the selling stockholders of up to 37,499,981 shares of common stock, issued as part of the merger consideration. |
260M | 37M |
| Nov 07, 2024 |
10-Q filing | 256.3M shares outstanding |
260M | 0 |
| Aug 07, 2024 |
10-Q filing | 255.4M shares outstanding |
260M | 0 |
| May 06, 2024 |
10-Q filing | 254.3M shares outstanding |
250M | 0 |
| Feb 29, 2024 |
S-3 filing: Lyell Immunopharma, Inc. may offer and sell up to an aggregate amount of $400,000,000 of any combination of common stock, preferred stock, and debt securities. |
250M | 0 |
| Feb 28, 2024 |
10-K filing | 251.0M shares outstanding |
250M | 0 |
| Nov 07, 2023 |
10-Q filing | 251.3M shares outstanding |
250M | 0 |
| Aug 08, 2023 |
10-Q filing | 250.2M shares outstanding |
250M | 0 |
| May 04, 2023 |
10-Q filing | 249.6M shares outstanding |
250M | 0 |
| Feb 28, 2023 |
10-K filing | 247.1M shares outstanding |
250M | 0 |
| Nov 08, 2022 |
10-Q filing | 248.3M shares outstanding |
250M | 0 |
| Aug 04, 2022 |
10-Q filing | 246.3M shares outstanding |
250M | 0 |
| May 10, 2022 |
10-Q filing | 244.2M shares outstanding |
240M | 0 |
| Mar 29, 2022 |
10-K filing | 245.4M shares outstanding |
250M | 0 |
| Nov 12, 2021 |
10-Q filing | 240.5M shares outstanding |
240M | 0 |
| Aug 12, 2021 |
10-Q filing | 239.4M shares outstanding |
240M | 0 |
| May 25, 2021 |
S-1 filing: S-1 filing for an initial public offering of common stock; the company notes potential dilution and insider influence after the offering. |
N/A | 0 |