---
schema_version: "secwatch.filing_event.v1"
accession: "0001140361-26-038800"
form_type: "8-K"
ticker: "BBBY"
cik: "0001130713"
company_name: "BED BATH & BEYOND, INC."
filed_at: "2026-10-06T20:05:28+00:00"
generated_at: "2026-10-12T16:22:23.974614+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Neighborhood Intelligence raises $42.6M in registered direct offering; cuts ATM program to $75M

## Summary
- Registered direct offering closed Oct 6, 2026: 10,881,192 shares at $2.76 plus pre-funded warrants for 5,241,997 shares at $2.759; net proceeds ~$42.6M.
- Common Warrants to purchase up to 16,123,189 shares at $3.45 exercise price, exercisable 6 months after issuance and expiring 5 years from initial exercise date.
- ATM program maximum reduced from $200M to $75M via Amendment No. 1 to Capital on Demand Sales Agreement with JonesTrading; prospectus supplement filed Oct 5, 2026.
- Proceeds to accelerate merger synergies, build inventory, and for working capital; Rodman & Renshaw gets 5.75% cash fee, $65,000 legal, $15,950 clearing, 494,565 warrants.
- CEO Marcus Lemonis bought 362,319 shares at $2.76 (Oct 2 closing price); directors/officers and company agreed to 90-day lock-ups; company barred from new ATM/variable-rate deals for 6 months.

## SEC filing metadata
- accession: 0001140361-26-038800
- form_type: 8-K
- ticker: BBBY
- cik: 0001130713
- company_name: BED BATH & BEYOND, INC.
- filed_at: 2026-10-06T20:05:28+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1130713/000114036126038800/0001140361-26-038800-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1130713/000114036126038800/ef20083351_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001140361-26-038800
- JSON: https://secwatch.observer/filing/0001140361-26-038800.json
- Plain text: https://secwatch.observer/filing/0001140361-26-038800.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.