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

SenesTech, Inc. (SNES)

CIK 1680378 · all EDGAR filings →

Overall dilution risk
HIGHworst of 4 computed signals (overhead supply)
= the worst band among the computed sub-ratings, no hidden weighting
Offering ability
MEDIUM$10.1M 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
HIGHwarrants = 53% 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
MEDIUM+83% 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
MEDIUM~10.6 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

2020-11-132026-08-04

Latest: 5.4M shares as of Aug 4, 2026 (10-Q). Share count fell from 28.3M to 1.8M between Nov 14, 2019 and Mar 16, 2020, a pattern consistent with a reverse split (roughly 1-for-16); 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 · source filing →

Warrants

TrancheWarrantsExercise priceTermNotes
Dealer Manager Warrants182.2M$5.25
Series F1 Warrants319,434$4.35
Series F2 Warrants316,852$4.35
Series D Warrants151,026$13
Dealer Manager Warrants1772,944$3.781
Dealer Manager Warrants1972,944$5.4219
Dealer Manager Warrants1228,844$16.25
Dealer Manager Warrants1325,275$5.75
Dealer Manager Warrants1518,736$3.625
Series C Warrants7,142$194.4
Dealer Manager Warrants111,222$108.04
Dealer Manager Warrants9892$525

Tranches exactly as the company dimensioned them in its 10-Q filed Aug 6, 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: 2.9M underlying shares, as reported Jun 30, 2026 (10-Q).

Reported exercise price: $7.66 (aggregate figure as tagged; individual tranches vary).

Balance-sheet fair value of warrants: $1,000 as of Jun 30, 2019.

Rough fully diluted estimate: 8.3M = 5.4M O/S + 2.9M 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

No convertible-note facts tagged in the 10-Q filed Aug 6, 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 outstanding5.4MAug 4, 2026
+ Dealer Manager Warrants18 (if exercised)2.2MJun 30, 2026
+ Series F1 Warrants (if exercised)319,434Jun 30, 2026
+ Series F2 Warrants (if exercised)316,852Dec 31, 2025
+ Series D Warrants (if exercised)151,026Jun 30, 2026
+ Dealer Manager Warrants17 (if exercised)72,944Jun 30, 2026
+ Dealer Manager Warrants19 (if exercised)72,944Jun 30, 2026
+ Dealer Manager Warrants12 (if exercised)28,844Jun 30, 2026
+ Dealer Manager Warrants13 (if exercised)25,275Jun 30, 2026
+ Dealer Manager Warrants15 (if exercised)18,736Jun 30, 2026
+ Series C Warrants (if exercised)7,142Jun 30, 2026
+ Dealer Manager Warrants11 (if exercised)1,222Jun 30, 2026
+ Dealer Manager Warrants9 (if exercised)892Jun 30, 2026
Fully diluted estimate8.6M+59.1% 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: $10.1Mfrom the structured fee exhibits; registered is not remaining, takedowns are not subtracted

S-3Aug 15, 2025$10.1M registeredfiling →
S-3Jul 11, 2025no structured fee exhibit in this filing (predates fee-data XBRL or fee deferred)filing →
S-3Jun 17, 2025no structured fee exhibit in this filing (predates fee-data XBRL or fee deferred)filing →

Last 12 months: 1 executed · 0 registered.

EXECUTEDSep 24, 2025Shelf takedown priced — shares or notes (small-caps: usually shares; open the filing to confirm)424B5
UPDATEAug 22, 2025Prospectus update — often a resale registration, not necessarily new capital424B3
EFFECTIVEAug 22, 2025SEC declared a registration effective — selling can beginEFFECT
REGISTEREDAug 15, 2025S-3 registration — capacity to sell shares, not a sale yetS-3
EXECUTEDAug 5, 2025Unregistered share sale disclosed (8-K item 3.02)8-K
UPDATEJul 18, 2025Prospectus update — often a resale registration, not necessarily new capital424B3
EFFECTIVEJul 18, 2025SEC declared a registration effective — selling can beginEFFECT
REGISTEREDJul 11, 2025S-3 registration — capacity to sell shares, not a sale yetS-3
EXECUTEDJul 1, 2025Unregistered share sale disclosed (8-K item 3.02)8-K
EXECUTEDJun 30, 2025Shelf takedown priced — shares or notes (small-caps: usually shares; open the filing to confirm)424B5
UPDATEJun 25, 2025Prospectus update — often a resale registration, not necessarily new capital424B3
EXECUTEDJun 25, 2025Shelf takedown priced — shares or notes (small-caps: usually shares; open the filing to confirm)424B5

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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