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

VSEE HEALTH, INC. (VSEE)

CIK 1864531 · 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$15.9M 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 = 74% 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
HIGH+1062% 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~4.7 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

2022-05-122026-05-14

Latest: 48.6M shares as of May 14, 2026 (10-Q). Share count fell from 14.9M to 4.1M between Aug 15, 2022 and Nov 10, 2022, a pattern consistent with a reverse split (roughly 1-for-4); 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
Common Stock Warrants19.7M$0.61
Public Warrants9.9M$11.5
Private Placement With Armistice9.8M$0.0001FV $4.7M
Pre Funded Warrant4.7M$0.0001
Warrant Exchange Agreement1.6M$11.5
September2024 Warrants740,741$2.25
Private Warrants557,000$11.5
Bridge Warrants173,913$11.55y
Extension Warrants26,086$11.55y
DHAC Assumed Warrantsnot tagged$0.0001
Public and Private Warrantsnot taggednot tagged5y
September2024 Note Warrantsnot tagged$2.255y

Tranches exactly as the company dimensioned them in its 10-Q filed May 15, 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: 35.8M underlying shares, as reported Mar 31, 2026 (10-Q).

Reported exercise price: $3.81 (aggregate figure as tagged; individual tranches vary).

Rough fully diluted estimate: 84.4M = 48.6M O/S + 35.8M 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
Quantum Note$3.0M$1012%~300,000 sh
Quantum Convertible Note$3.0Mnot tagged
September 2024 Convertible Note$2.2M$215%~1.1M sh
October 2025 Convertible Note$217,391not tagged
May 2025 Convertible Promissory Note$216,871not tagged
May 2025 Convertible Note$216,871not tagged5%
March 2025 Convertible Note$108,696$2~54,348 sh
October 212025 Convertible Note$108,696not tagged
Equity Line of Creditnot tagged$2

If every note above converted at its tagged price: ~1.5M new shares on 48.6M 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-Q filed May 15, 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 outstanding48.6MMay 14, 2026
+ Common Stock Warrants (if exercised)19.7MMar 31, 2026
+ Public Warrants (if exercised)9.9MMar 31, 2026
+ Private Placement With Armistice (if exercised)9.8MNov 25, 2025
+ Pre Funded Warrant (if exercised)4.7MMar 31, 2026
+ Warrant Exchange Agreement (if exercised)1.6MOct 29, 2025
+ September2024 Warrants (if exercised)740,741Mar 31, 2026
+ Private Warrants (if exercised)557,000Mar 31, 2026
+ Bridge Warrants (if exercised)173,913Mar 31, 2026
+ Extension Warrants (if exercised)26,086Mar 31, 2026
+ Quantum Note (if fully converted)300,000Nov 21, 2023
+ September 2024 Convertible Note (if fully converted)1.1MOct 31, 2025
+ March 2025 Convertible Note (if fully converted)54,348Mar 20, 2025
Fully diluted estimate97.2M+100.1% 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: $15.9Mfrom the structured fee exhibits; registered is not remaining, takedowns are not subtracted

S-1Dec 29, 2025$15.9M registeredfiling →
S-1Nov 12, 2024no structured fee exhibit in this filing (predates fee-data XBRL or fee deferred)filing →
S-1Aug 7, 2024no structured fee exhibit in this filing (predates fee-data XBRL or fee deferred)filing →

Last 12 months: 9 executed · 1 registered.

EXECUTEDJul 31, 2026Unregistered share sale disclosed (8-K item 3.02)8-K
EXECUTEDJul 24, 2026Unregistered share sale disclosed (8-K item 3.02)8-K
EXECUTEDJul 7, 2026Unregistered share sale disclosed (8-K item 3.02)8-K
UPDATEJun 26, 2026Prospectus update — often a resale registration, not necessarily new capital424B3
EXECUTEDJun 11, 2026Unregistered share sale disclosed (8-K item 3.02)8-K
EXECUTEDJun 11, 2026Unregistered share sale disclosed (8-K item 3.02)8-K
UPDATEJun 11, 2026Prospectus update — often a resale registration, not necessarily new capital424B3
UPDATEJun 10, 2026Prospectus update — often a resale registration, not necessarily new capital424B3
EXECUTEDJun 5, 2026Unregistered share sale disclosed (8-K item 3.02)8-K
UPDATEMay 29, 2026Prospectus update — often a resale registration, not necessarily new capital424B3
UPDATEApr 2, 2026Prospectus update — often a resale registration, not necessarily new capital424B3
UPDATEMar 5, 2026Prospectus update — often a resale registration, not necessarily new capital424B3

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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