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

Celularity Inc (CELU)

CIK 1752828 · all EDGAR filings →

Overall dilution risk
HIGHworst of 4 computed signals (offering ability)
= the worst band among the computed sub-ratings, no hidden weighting
Offering ability
HIGH$41.5M registered
= total registered offering amount from the fee exhibits of live registrations (bands: $1M / $20M)
registered capacity, not remaining: amounts already taken down are not subtracted yet
Overhead supply
HIGHwarrants = 89% of O/S
= warrant shares outstanding divided by current shares outstanding (bands: 20% / 50%)
warrants only; converts, ATMs and equity lines are not in free structured data, so the true overhead is AT LEAST this
Historical dilution
LOW-84% 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~5.6 months of runway
= cash vs trailing operating burn (bands: 6mo / 24mo; positive operating CF = low)
the company itself flagged going-concern doubt

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

2019-08-072026-04-28

Latest: 28.9M shares as of Apr 28, 2026 (10-K). Share count fell from 193.8M to 22.0M between Dec 31, 2023 and Jul 22, 2024, a pattern consistent with a reverse split (roughly 1-for-9); simultaneous issuance can skew the raw ratio, so confirm in the filings. The red bar marks the cliff.

Cash runway

Going-concern warning

auditor flagged substantial doubt

The company itself flagged going-concern doubt in a filing.

Full breakdown: cash runway tool

Warrants

TrancheWarrantsExercise priceTermNotes
June2025 PIPE1.3M$2.5
January Two Thousand Twenty Four Pipe Warrants535,274$2.48985y
RWI Bridge Warrants500,000$2.842.9y
March Two Thousand Twenty Three Loan Warrants75,000$5.9
June Two Thousand Twenty Three Loan Warrants50,000$5.9
May Two Thousand Twenty Two Private Investmentin Public Equity Warrants and April Two Thousand Twenty Three Registered Direct Warrantnot tagged$3.52.8y
KTL Warrantsnot tagged$2.525y
Sponsors Warrantsnot tagged$1150.5y
October2025 Financingnot tagged$3
Two Thousand Twenty Four Warrant Repricingnot tagged$2.07

Tranches exactly as the company dimensioned them in its 10-K filed Apr 30, 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.

Warrants outstanding: 25.8M underlying shares, as reported Dec 31, 2025 (10-K).

Reported exercise price: $2.85 (aggregate figure as tagged; individual tranches vary).

Rough fully diluted estimate: 54.7M = 28.9M O/S + 25.8M warrant shares. An estimate, not a filing figure: it ignores converts, options and RSUs, and the two inputs carry different as-of dates.

Convertible notes

NotePrincipalCarryingConv. priceRateIf converted
December Two Thousand Twenty Five Convertible Note$3.0M$1.66~1.8M sh
Convertible Promissory Notesnot tagged$6.3171
Unsecured Senior Convertible Notesnot tagged$1.6

If every note above converted at its tagged price: ~1.8M new shares on 28.9M currently outstanding. An estimate from principal ÷ conversion price, with inputs carrying different as-of dates; make-whole adjustments, capped calls and partial repurchases are not modeled.

Notes exactly as the company dimensioned them in its 10-K filed Apr 30, 2026. Principal is face amount as tagged, not what remains after repurchases unless the filer updated the tag. A note the filer did not dimension is absent here, not absent from the balance sheet; the exhibits stay 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 outstanding28.9MApr 28, 2026
+ June2025 PIPE (if exercised)1.3MJun 23, 2025
+ January Two Thousand Twenty Four Pipe Warrants (if exercised)535,274Jan 12, 2024
+ RWI Bridge Warrants (if exercised)500,000Jul 24, 2025
+ March Two Thousand Twenty Three Loan Warrants (if exercised)75,000Mar 13, 2024
+ June Two Thousand Twenty Three Loan Warrants (if exercised)50,000Mar 13, 2024
+ December Two Thousand Twenty Five Convertible Note (if fully converted)1.8MDec 31, 2025
Fully diluted estimate33.2M+14.8% 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: $41.5Mfrom the structured fee exhibits; registered is not remaining, takedowns are not subtracted

S-1Dec 31, 2025$17.9M registeredfiling →
S-1Dec 19, 2025$23.6M registeredfiling →

Last 12 months: 2 executed · 2 registered.

UPDATEJan 8, 2026Prospectus update — often a resale registration, not necessarily new capital424B3
EFFECTIVEJan 7, 2026SEC declared a registration effective — selling can beginEFFECT
REGISTEREDDec 31, 2025S-1 registration — capacity to sell shares, not a sale yetS-1
UPDATEDec 30, 2025Prospectus update — often a resale registration, not necessarily new capital424B3
EFFECTIVEDec 29, 2025SEC declared a registration effective — selling can beginEFFECT
EXECUTEDDec 23, 2025Unregistered share sale disclosed (8-K item 3.02)8-K
REGISTEREDDec 19, 2025S-1 registration — capacity to sell shares, not a sale yetS-1
EXECUTEDOct 28, 2025Unregistered share sale disclosed (8-K item 3.02)8-K
EXECUTEDAug 1, 2025Unregistered share sale disclosed (8-K item 3.02)8-K
EXECUTEDJul 30, 2025Unregistered share sale disclosed (8-K item 3.02)8-K
EXECUTEDJul 22, 2025Unregistered share sale disclosed (8-K item 3.02)8-K
EXECUTEDMay 20, 2025Unregistered share sale disclosed (8-K item 3.02)8-K

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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