The filings point to a discounted equity raise ahead — dilution for existing holders. Next thing to watch: a 424B or offering 8-K.
Radar 94 (high attention) · dilution pressure high · listing risk high · governance risk low · runway 1.3 mo · strongest signal: Hearings panel (Aug 28, 2026)
What would confirm: 424B5/8-K announcing an offering, ATM sales disclosed in next 10-Q, or Form 4 sales by insiders ahead of it.
What would prove it wrong: Non-dilutive cash event (asset sale, grant, milestone payment), OCF turning positive, or shelf withdrawn (RW).
Direction is stated for existing shareholders (▼ more shares / survival or listing risk; ▲ insiders or holders buying). It is a characterization of the filings, not a forecast or a recommendation.
Independent filings stitched into a thesis, each with what would confirm and what would prove it wrong.
The filings point to a discounted equity raise ahead — dilution for existing holders. Next thing to watch: a 424B or offering 8-K. Cash need (runway < 6 months) coexists with live selling machinery (atm program, equity line, pipe). Base case is a discounted raise; the question is when, not if.
Listing is at risk and the usual cures are constrained. Next thing to watch: a reverse-split proxy, a hearings-panel 8-K, or a Form 25. Exchange deficiency plus a structural reason cure is hard (sub-$5M float, negative equity, no cash, or a reverse split already used). Under Nasdaq's 2026 rules (one reverse split per 12 months; $5M MVLS floor with no cure period from Sept 2026) the usual escape hatches are narrower.
Variable-priced paper is outstanding while the listing is under stress — the structure where dilution can accelerate. Watch the share count each quarter. Discount-priced or variable-priced securities are outstanding while the company is managing its listing with reverse splits/notices. Each conversion lowers the price, which lowers the next conversion price.
My Size (MYSZ) disclosed on August 28, 2026 (Form 8-K) that it received a Nasdaq hearings panel notice related to stockholders' equity deficiency and delisting matters. On August 5, 2026 (Form 8-K), the company entered a $10 million equity purchase agreement (equity line of credit) with Square Gate Capital, capped at 19.99% of outstanding shares unless stockholder approval is obtained. On August 12, 2026, a 1-for-8 reverse stock split became effective and the registration statement for the equity line (S-1 filed August 7, 2026) went effective the same day. As of June 30, 2026 (per 10-Q filed August 13, 2026), the company reported $453,000 cash and approximately 1.3 months of runway based on annualized 180-day operating cash outflow.
Runway = liquidity ÷ monthly operating burn at the latest reported period · balance sheet 80 days old. A financing after the balance-sheet date is the main reason a figure can be stale — check the timeline below for offerings since then.
Last 30 days of filing signals plus current balance-sheet flags, newest first. ▼ pressure · ▲ support · hover a score for its components; every row links to the filing.
| Date | Signal | Evidence | Score |
|---|---|---|---|
| Sep 16, 2026 | ▼ Equity line | “equity line” language in 8-K (EX-10.1) filed 2026-09-16 filing | 52 |
| Sep 16, 2026 | ▼ ATM program | “atm” language in 8-K (EX-99.1) filed 2026-09-16 filing | 43 |
| Sep 16, 2026 | ▼ Unregistered sale | 8-K Item 3.02 filed 2026-09-16 (accepted 05:28 ET) filing | 37 |
| Sep 16, 2026 | ▼ Reverse split | “reverse split” language in 8-K (EX-10.2) filed 2026-09-16 filing | 34 |
| Sep 16, 2026 | ▼ PIPE | “pipe” language in 8-K (8-K) filed 2026-09-16 filing | 33 |
| Aug 28, 2026 | ▼ Hearings panel | “hearings panel” language in 8-K (8-K) filed 2026-08-28 filing | 58 |
| Aug 28, 2026 | ▼ Exchange deficiency notice | 8-K Item 3.01 filed 2026-08-28 (accepted 12:15 ET) filing | 55 |
| Aug 28, 2026 | ▼ Equity deficiency | “stockholders equity deficiency” language in 8-K (8-K) filed 2026-08-28 filing | 52 |
| Aug 28, 2026 | ▼ Delisting language | “delisting notice” language in 8-K (8-K) filed 2026-08-28 filing | 46 |
| Jun 30, 2026 | ▼ Runway < 6 months | ~1.3 months runway: liquidity $455,000 (cash $453,000 + investments $2,000) as of 2026-06-30, burn $4,144,778/yr (annualized 180-day YTD operating cash flow [companyfacts]) filing | 43 |
| Jun 30, 2026 | ▼ Near $5M MVLS floor | Public float $4,000,000 (as of 2025-06-30) vs $5M Nasdaq MVLS floor; needs price x shares confirmation filing | 28 |
| Jun 30, 2026 | ▼ Cash < current liabilities | Liquidity $455,000 vs current liabilities $3,305,000 filing | 22 |
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