Quarterly report [Sections 13 or 15(d)]

STOCK-BASED COMPENSATION

v3.26.1
STOCK-BASED COMPENSATION
6 Months Ended
Jun. 30, 2026
Share-Based Payment Arrangement [Abstract]  
STOCK-BASED COMPENSATION STOCK-BASED COMPENSATION
We recorded stock-based compensation expense, including expenses related to the estimated achievement of the performance metrics of performance-based stock options (“PSOs”) granted during the six months ended June 30, 2026, and employee stock purchase plan, as follows:
Three Months Ended June 30, Six Months Ended June 30,
2026 2025 2026 2025
Stock-based compensation expense
$
3,379 
$
3,750 
$
7,555 
$
6,595 
Our stock-based compensation expense is included in selling, general and administrative expenses in the condensed consolidated statements of operations. As of June 30, 2026, there was $29,959 of unrecognized compensation expense related to non-vested stock option awards that is expected to be recognized over a weighted-average period of 2.5 years. This includes $4,678 of unrecognized compensation expense related to PSOs based on our current assessment of probability. There is an additional $13,064 of unrecognized compensation expense if the PSOs were to achieve 100% probability.
Stock Option and Restricted Stock Units (“RSUs”) Grants
During the six months ended June 30, 2026, we granted 620 common stock options to certain employees under our 2020 Stock Incentive Plan, as amended (“2020 Plan”), which have a contractual life of ten years and vest over a three or five-year period. We
also granted awards of 128 RSUs to certain employees and directors under our 2020 Plan. RSUs for directors cliff vest after one year and RSUs for employees vest 25% every six months for two years. We did not grant awards to individuals who were not either an employee or director of ours during the six months ended June 30, 2026 and 2025.