TNONTenon Medical, Inc. · NASDAQ
Effective Supply — the real overhang

From what's tradeable today to what's realistically coming. Bigger = more selling pressure ahead.

12.89M
Reported Float
15.55M
Tradeable Now
(estimated float)
▲ data says 12.89Munderstated 21%
21.08M
Effective Supply
79.00M
Fully Diluted
Dilution risk9/10
CONFIDENCE: MEDIUM
EXTREMEAssessed Jul 2, 2026Trigger: 8-K financing eventCRITICALVariable-rate/floating convertible (death spiral)CRITICALRecently registered shares now free-trading (not in data-service float)

Active variable-rate (floating 80%-of-VWAP, $0.1567 floor) 20% OID convertible note convertible into up to 33.4M shares at floor — over 2x the current ~15.5M float — becomes convertible Sept 11, 2026. Stacked on 13.3M near-the-money ($0.38 vs $0.29 market) common warrants and 5.5M pre-funded warrants exercisable now, plus continuous serial financing (six raises in ~16 months) and a pending 1:2–1:35 reverse split that typically precedes another dilution cycle. Pending shares dwarf the float.

Share Structure

Float to Fully Diluted Breakdown

LIKELY STALE

Reported float from Insight Sentry (as-of date unknown; pre-July-2026 offering — reconciles below shares outstanding of 11,849,674, so scale is post-1:8-split and pre-offering). Adjusted based on SEC filing analysis.

Float Discrepancy: our SEC analysis shows 15.55M vs 12.89M reported — understated 21%

Insight Sentry reports 10,025,321 float / 11,849,674 outstanding at $0.2923 — this is PRE the July 1, 2026 offering that added 5,526,315 free-trading common shares plus 5,526,316 pre-funded warrants. Data services have not yet captured the offering. True tradeable float is ~55% higher (~15.5M); effective near-term supply ~21M once pre-funded warrants exercise.

Reported Float12.89M16.3%
Float Adjustments5.53M7.0%
+5.53M sharesHIGH

5,526,315 common shares issued in July 1, 2026 best-efforts public offering (closed, free-trading, registered)

Source: 8-K filed 2026-07-02

Convertible Notes33.39M42.3%
20% OID Senior Convertible Promissory Notes (March 11, 2026 private placement)
Conv. Price: floating_discount
Est. Shares: ~33.39M (agent-computed)
Warrants27.09M34.3%
common13.26M shares at $0.38
pre-funded5.53M shares at $0.001
common2.22M shares at $1.16
common2.45M shares at $1.25
common1.22M shares at $1.25
common734K shares at $2
common1.27M shares at $2
placement_agent332K shares at $0.456
common75K shares at $4.28
Other18K0.0%
Options / RSUs18K shares
≈ Estimated Actual Float

Reported float + filing adjustments

15.55M

MEDIUM confidence

Pending Shares as % of Float448.4%

Registered and convertible shares that could enter the float relative to current float size.

Fully Diluted79.00M100%

Share estimates are approximate. Convertible share counts based on current price. Review SEC filings for exact terms.

See the full breakdown

Red flags, financing counterparties, the deal timeline, and every SEC filing — free with an account.

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Dilution profile
Reverse splits (2)
  • 1-for-10·Nov 2, 2023~3 yr ago
  • 1-for-8·Sep 6, 2024~2 yr ago
Active mechanisms
  • Variable-rate 20% OID convertible notes (floating 80% VWAP, $0.1567 floor, embedded derivative) — convertible from 2026-09-11
  • 13,263,159 common warrants @ $0.38 (near-the-money) with reverse-split ratchet to 16,578,947
  • 5,526,316 pre-funded warrants @ $0.001 exercisable now
  • Series C-1/C-2/D/E + PIPE warrants (in/near money on split-reset scenarios)
  • Series A & B convertible preferred with weighted-average anti-dilution
  • Contemplated post-offering ATM (may commence 30 days after July closing)

Market Data

Price

$0.19

Market Cap

$3.30M

Outstanding

17.38M

Float

12.89M

Avg Volume

596.1K

Exchange: NASDAQ|Source: Insight Sentry