CuriosityStream Inc.
CURI · Services-Motion Picture & Video Tape Production · 59.3M shares · +30%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: -$6M (gross $251K, SBC $7M)
Reference price $2.56 · est. market cap ~$152M — last insider sale, 2026-06-12 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C62CuriosityStream — factual-content streaming/licensing service near breakeven.
Strengths
- Free cash flow positive (71st pct), strong operating cash margin (100th); content-licensing pivot
Risks
- Net loss; subscriber-growth and content-demand sensitivity
- Sub-scale vs. major streamers
Notable findings
- Restatement• “Bylaws” means the Amended and Restated Bylaws of CuriosityStream Inc 8-K ↗
- Net lossNet loss (net margin -9.0%)
- Chronic dilutionShare count +30%/yr over 4y (dilution, book value/share -91%)
- Customer concentration~100% of revenue from one customer/distributor — 36 RESULTS OF OPERATIONS The following table represents a summary of our Consolidated Statements of Operations for the years ended December 31, 2025, and 2024 , and the discussion that follows co
- Insider buyingInsider buying — 3 open-market buy(s) by 1 insider(s) (~$410,170, last 6mo) Form 4 ↗
- Insider sellingInsider selling — 3 open-market sale(s) by 2 insider(s) (cluster of 2 insiders, last 6mo) Form 4 ↗
- Revenue declineRevenue -21.0% YoY
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
-10.2%
Net margin
-9.0%
Return on equity
-15.5%
Return on assets
-8.5%
Revenue growth (QoQ)
-21.0%
Current ratio
1.2×
Free cash flow
$13M
EBITDA
-$7M
Tangible book value
$41M
Cash & investments
$27M
Stock comp / revenue
20.0%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-12 | Keeley Patrick J. | Sell | 32K | $2.70 |
| 2026-06-12 | Hayden Phillip Brady | Sell | 30K | $2.56 |
| 2026-05-28 | Stinchcomb Clinton Larry | Buy | 26K | $2.78 |
| 2026-05-27 | Stinchcomb Clinton Larry | Buy | 94K | $2.74 |
| 2026-05-26 | Stinchcomb Clinton Larry | Buy | 30K | $2.67 |
| 2026-03-11 | Stinchcomb Clinton Larry | Option exercise | 600K | — |
| 2026-03-11 | Stinchcomb Clinton Larry | Tax withheld | 197K | $3.27 |
| 2026-02-04 | Blank Matthew | Option exercise | 37K | — |
| 2026-02-04 | Hendricks Andrew | Option exercise | 38K | — |
| 2026-02-04 | Hendricks Elizabeth Ann | Option exercise | 38K | — |
| 2026-02-04 | Nikzad Michael | Option exercise | 38K | — |
| 2026-02-04 | HUBERMAN JONATHAN | Option exercise | 44K | — |
| 2026-02-04 | Keeley Patrick J. | Option exercise | 44K | — |
| 2026-01-02 | Hayden Phillip Brady | Sell | 17K | $3.76 |
| 2025-12-15 | Hayden Phillip Brady | Sell | 2.0K | $4.59 |
| 2025-12-10 | Cudahy Theresa Ellen | Sell | 5.8K | $4.98 |
| 2025-11-25 | Stinchcomb Clinton Larry | Sell | 100K | $4.62 |
| 2025-11-24 | Stinchcomb Clinton Larry | Sell | 141K | $4.65 |
| 2025-11-21 | Stinchcomb Clinton Larry | Sell | 13K | $4.60 |
| 2025-11-20 | Cudahy Theresa Ellen | Sell | 10K | $4.98 |
| 2025-11-20 | Stinchcomb Clinton Larry | Sell | 64K | $4.92 |
| 2025-11-20 | HUBERMAN JONATHAN | Sell | 14K | $5.00 |
| 2025-11-17 | Hayden Phillip Brady | Sell | 1.3K | $4.50 |
| 2025-11-13 | Cudahy Theresa Ellen | Sell | 5.6K | $4.98 |
| 2025-11-13 | HUBERMAN JONATHAN | Sell | 9.3K | $5.00 |
| 2025-11-12 | Hayden Phillip Brady | Gift | 102K | — |
| 2025-11-12 | Hayden Phillip Brady | Gift | 102K | — |
| 2025-11-11 | Reed Rebecca R | Tax withheld | 9.3K | $3.75 |
| 2025-11-11 | Stinchcomb Clinton Larry | Option exercise | 603K | — |
| 2025-11-11 | Stinchcomb Clinton Larry | Tax withheld | 237K | $3.75 |
| 2025-11-11 | Hayden Phillip Brady | Option exercise | 102K | — |
| 2025-11-11 | Reed Rebecca R | Option exercise | 27K | — |
| 2025-11-06 | Reed Rebecca R | Sell | 4.6K | $4.06 |
| 2025-11-06 | Hayden Phillip Brady | Sell | 18K | $3.87 |
| 2025-09-19 | Reed Rebecca R | Tax withheld | 15 | $5.27 |
| 2025-09-19 | Reed Rebecca R | Option exercise | 43 | — |
| 2025-09-12 | HUBERMAN JONATHAN | Sell | 50K | $4.75 |
| 2025-09-11 | HUBERMAN JONATHAN | Sell | 25K | $4.50 |
| 2025-09-05 | HUBERMAN JONATHAN | Sell | 25K | $4.61 |
| 2025-09-04 | HUBERMAN JONATHAN | Sell | 25K | $4.55 |
| 2025-09-02 | Hayden Phillip Brady | Sell | 16K | $4.56 |
| 2025-09-02 | HUBERMAN JONATHAN | Sell | 16K | $4.60 |
| 2025-08-29 | Hayden Phillip Brady | Sell | 36K | $4.41 |
| 2025-08-29 | HUBERMAN JONATHAN | Sell | 40K | $4.49 |
| 2025-08-27 | HUBERMAN JONATHAN | Sell | 96 | $4.45 |
| 2025-08-26 | HUBERMAN JONATHAN | Sell | 16K | $4.45 |
| 2025-08-25 | HUBERMAN JONATHAN | Sell | 2.8K | $4.45 |
| 2025-08-20 | Reed Rebecca R | Option exercise | 43 | — |
| 2025-08-20 | Reed Rebecca R | Sell | 273 | $4.07 |
| 2025-08-20 | Reed Rebecca R | Tax withheld | 15 | $4.26 |
| 2025-08-14 | HENDRICKS JOHN S | Sell | 8.1M | $3.50 |
| 2025-08-06 | Stinchcomb Clinton Larry | Tax withheld | 236K | $4.71 |
| 2025-08-05 | Stinchcomb Clinton Larry | Option exercise | 600K | — |
| 2025-07-18 | Reed Rebecca R | Tax withheld | 130 | $4.62 |
| 2025-07-18 | Reed Rebecca R | Option exercise | 380 | — |
| 2025-07-18 | Reed Rebecca R | Option exercise | 43 | — |
| 2025-07-18 | Reed Rebecca R | Tax withheld | 15 | $4.62 |
| 2025-06-20 | Reed Rebecca R | Tax withheld | 15 | $4.92 |
| 2025-06-20 | Reed Rebecca R | Option exercise | 43 | — |
| 2025-06-18 | Reed Rebecca R | Option exercise | 380 | — |
| 2025-06-18 | Reed Rebecca R | Tax withheld | 130 | $4.81 |
| 2025-06-16 | Hendricks Andrew | Sell | 2.0K | $4.80 |
| 2025-06-16 | Stinchcomb Clinton Larry | Sell | 80K | $4.70 |
| 2025-06-16 | HENDRICKS JOHN S | Sell | 103K | $4.71 |
| 2025-06-13 | Stinchcomb Clinton Larry | Sell | 252K | $4.68 |
| 2025-06-13 | Hendricks Andrew | Sell | 2.0K | $4.80 |
| 2025-06-13 | HENDRICKS JOHN S | Sell | 80K | $4.62 |
| 2025-06-12 | HENDRICKS JOHN S | Sell | 125K | $5.11 |
| 2025-06-11 | HENDRICKS JOHN S | Sell | 150K | $5.20 |
| 2025-06-10 | HENDRICKS JOHN S | Sell | 45K | $5.20 |
| 2025-06-09 | HENDRICKS JOHN S | Sell | 25K | $5.74 |
| 2025-06-05 | HENDRICKS JOHN S | Sell | 72K | $6.07 |
| 2025-05-20 | Reed Rebecca R | Option exercise | 43 | — |
| 2025-05-20 | Reed Rebecca R | Tax withheld | 16 | $6.31 |
| 2025-05-19 | Reed Rebecca R | Tax withheld | 134 | $6.30 |
| 2025-05-19 | Reed Rebecca R | Option exercise | 380 | — |
| 2025-05-09 | Hayden Phillip Brady | Sell | 1.0K | $4.89 |
| 2025-05-08 | Hayden Phillip Brady | Gift | 36K | — |
| 2025-05-08 | Hendricks Elizabeth Ann | Option exercise | 58K | — |
| 2025-05-08 | Nikzad Michael | Option exercise | 58K | — |
| 2025-05-08 | Keeley Patrick J. | Option exercise | 58K | — |
| 2025-05-08 | HUBERMAN JONATHAN | Option exercise | 58K | — |
| 2025-05-08 | Blank Matthew | Option exercise | 58K | — |
| 2025-05-08 | Hendricks Andrew | Option exercise | 58K | — |
| 2025-05-08 | Hayden Phillip Brady | Gift | 36K | — |
| 2025-05-07 | Stinchcomb Clinton Larry | Option exercise | 302K | — |
| 2025-05-07 | Hayden Phillip Brady | Option exercise | 51K | — |
| 2025-05-07 | Hayden Phillip Brady | Tax withheld | 15K | $4.63 |
| 2025-05-07 | Reed Rebecca R | Option exercise | 13K | — |
| 2025-05-07 | Reed Rebecca R | Tax withheld | 4.7K | $4.63 |
| 2025-05-07 | Stinchcomb Clinton Larry | Tax withheld | 119K | $4.63 |
| 2025-04-17 | Reed Rebecca R | Option exercise | 43 | — |
| 2025-04-17 | Reed Rebecca R | Tax withheld | 18 | $3.17 |
| 2025-04-17 | Reed Rebecca R | Option exercise | 380 | — |
| 2025-04-17 | Reed Rebecca R | Tax withheld | 154 | $3.17 |
| 2025-03-20 | Reed Rebecca R | Option exercise | 43 | — |
| 2025-03-20 | Reed Rebecca R | Tax withheld | 18 | $3.00 |
| 2025-03-19 | Reed Rebecca R | Tax withheld | 154 | $3.17 |
| 2025-03-19 | Reed Rebecca R | Option exercise | 380 | — |
| 2025-02-20 | Reed Rebecca R | Option exercise | 43 | — |
| 2025-02-20 | Reed Rebecca R | Tax withheld | 18 | $2.75 |
| 2025-02-19 | Reed Rebecca R | Tax withheld | 154 | $2.64 |
| 2025-02-19 | Reed Rebecca R | Option exercise | 380 | — |
| 2025-01-17 | Reed Rebecca R | Tax withheld | 172 | $2.06 |
| 2025-01-17 | Reed Rebecca R | Option exercise | 43 | — |
| 2025-01-17 | Reed Rebecca R | Option exercise | 380 | — |
| 2025-01-03 | Hayden Phillip Brady | Gift | 17K | — |
| 2025-01-03 | Hayden Phillip Brady | Gift | 17K | — |
| 2024-12-31 | Hayden Phillip Brady | Option exercise | 25K | $1.53 |
| 2024-12-31 | Hayden Phillip Brady | Tax withheld | 7.5K | $1.53 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-21 | 2026-05-20 | 0001628280-26-037271 ↗ |
| 8-K | 2026-05-14 | 2026-05-14 | 0001628280-26-035114 ↗ |
| 10-Q | 2026-05-14 | 2026-03-31 | 0001628280-26-035211 ↗ |
| 10-K | 2026-03-12 | 2025-12-31 | 0001628280-26-017346 ↗ |
| 8-K | 2026-03-11 | 2026-03-10 | 0001628280-26-016903 ↗ |
| 8-K | 2026-02-05 | 2026-02-05 | 0001628280-26-005796 ↗ |
| 8-K | 2026-02-04 | 2026-01-29 | 0001628280-26-005439 ↗ |
| 8-K | 2026-01-08 | 2026-01-08 | 0001628280-26-001317 ↗ |
| 10-Q/A | 2025-11-14 | 2025-09-30 | 0001628280-25-052424 ↗ |
| 10-Q | 2025-11-13 | 2025-09-30 | 0001628280-25-052108 ↗ |
| 8-K | 2025-11-12 | 2025-11-12 | 0001628280-25-051601 ↗ |
| 8-K | 2025-08-14 | 2025-08-14 | 0001628280-25-040384 ↗ |