Dilution profile // every instrument, one screen, from SEC filings

Atara Biotherapeutics, Inc. (ATRA)

CIK 1604464 · all EDGAR filings →

Overall dilution risk
HIGHworst of 3 computed sub-ratings (cash need)
= the worst band among the computed sub-ratings, no hidden weighting
not every sub-rating was computable; treat as a floor
Offering ability
MEDIUM$2.4M registered
= total registered offering amount from the fee exhibits of live registrations (bands: $1M / $20M)
one or more live registrations had no structured fee data, so the true total is AT LEAST this
Overhead supply
NOT COMPUTEDno warrant count tagged in XBRL
= warrant shares outstanding divided by current shares outstanding
absence of a tag is not proof of absence of warrants
Historical dilution
LOW-90% O/S in 3y
= share count now vs 3 years ago (bands: 30% / 100%); a reverse split pushes this negative
a reverse-split-sized cliff is in this window; read the chart
Cash need
HIGH~2.3 months of runway
= cash vs trailing operating burn (bands: 6mo / 24mo; positive operating CF = low)

Same rating bands the category standard uses, but free, with the formula on the chip and the gaps in the data said out loud.

Shares outstanding over time

2020-10-302026-08-10

Latest: 10.0M shares as of Aug 10, 2026 (10-Q).

⊙
EVIDENCE — filed/published fact
SourceSEC XBRL, cover-page share count
Fielddei:EntityCommonStockSharesOutstanding
As of2026-08-10
HowThe newest cover-page count as filed, whatever its age. The float checker applies a 200-day freshness rule and sets this beside the balance-sheet count.
Open the source document →
Share count fell from 120.4M to 4.9M between May 2, 2024 and Aug 6, 2024, a pattern consistent with a reverse split (roughly 1-for-24); simultaneous issuance can skew the raw ratio, so confirm in the filings. The red bar marks the cliff.

Cash runway

~2 months of cash left

critical · burning $12.7M / quarter

Full breakdown: cash runway tool · source filing →

Warrants

TrancheWarrantsExercise priceTermNotes
January2024 Warrants1.1Mnot tagged——
Two Thousand Nineteen Warrants101,089not tagged——
December2020 Warrants55,387not tagged——
May2020 Warrants38,735not tagged——

Tranches exactly as the company dimensioned them in its 10-Q filed Aug 12, 2026 →. Groupings can overlap (a “Series E and F” row is not additive with a “Series E” row), so do not sum this column. A tranche the filer did not tag is absent here, not absent from the cap table. DOWN-ROUND = the filer tagged price-protection accounting scoped to that tranche.

No warrant figures tagged in this filer’s XBRL facts. That means the company has not reported them in structured form; it does not prove no warrants exist. The exhibits are the ground truth.

Convertible notes

No convertible-note facts tagged in the 10-Q filed Aug 12, 2026. If convertible notes exist, their terms live in exhibit prose for this filer and are not parsed; absence of a tag is not proof of absence. The exhibits are the ground truth.

Fully diluted build-up

Shares outstanding plus every potential-share instrument the filer tagged in XBRL, each at its own as-of date. An estimate assembled from filed figures, not a filing figure itself.

Shares outstanding10.0MAug 10, 2026
+ January2024 Warrants (if exercised)1.1MJun 30, 2026
+ Two Thousand Nineteen Warrants (if exercised)101,089Jun 30, 2026
+ December2020 Warrants (if exercised)55,387Jun 30, 2026
+ May2020 Warrants (if exercised)38,735Jun 30, 2026
Fully diluted estimate11.3M+12.8% vs O/S

Still excluded, because the filer does not tag them in countable form: employee options and RSUs, any instrument living only in exhibit prose, and instruments above missing a share count. Inputs carry different as-of dates, shown per row. Each figure traces to the tranche and note tables above and their cited filings.

Registrations and offerings

Registered offering capacity on live registrations: $2.4Mfrom the structured fee exhibits; registered is not remaining, takedowns are not subtracted

S-3Mar 17, 2026$2.4M registeredfiling →
S-3Nov 1, 2023no structured fee exhibit in this filing (predates fee-data XBRL or fee deferred)filing →

Last 12 months: 3 executed · 1 registered.

EXECUTEDMay 12, 2026Shelf takedown priced — shares or notes (small-caps: usually shares; open the filing to confirm)424B5 →
UPDATEMar 25, 2026Prospectus update — often a resale registration, not necessarily new capital424B3 →
EFFECTIVEMar 25, 2026SEC declared a registration effective — selling can beginEFFECT →
REGISTEREDMar 17, 2026S-3 registration — capacity to sell shares, not a sale yetS-3 →
EXECUTEDMar 16, 2026Shelf takedown priced — shares or notes (small-caps: usually shares; open the filing to confirm)424B5 →
EXECUTEDFeb 23, 2026Unregistered share sale disclosed (8-K item 3.02)8-K →
EXECUTEDMay 15, 2025Shelf takedown priced — shares or notes (small-caps: usually shares; open the filing to confirm)424B5 →
EXECUTEDSep 4, 2024Shelf takedown priced — shares or notes (small-caps: usually shares; open the filing to confirm)424B5 →
EXECUTEDJan 9, 2024Shelf takedown priced — shares or notes (small-caps: usually shares; open the filing to confirm)424B5 →
UPDATENov 17, 2023Prospectus update — often a resale registration, not necessarily new capital424B3 →
EFFECTIVENov 13, 2023SEC declared a registration effective — selling can beginEFFECT →
REGISTEREDNov 1, 2023S-3 registration — capacity to sell shares, not a sale yetS-3 →

Full history and shelf status: offering checker · S-3 shelf checker

Source: SEC EDGAR XBRL company facts and filing metadata, fetched live and cached briefly. Share counts are cover-page figures with their form named. Warrant tranches and convertible notes come from the dimensioned facts in the latest 10-Q/10-K instance document, exactly as the company tagged them; untagged tranches and notes are absent, not disproven. Nothing on this page is manually verified and nothing is behind a login: what free data supports is shown, what it cannot support is stated. Not investment advice.

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