AN2 Therapeutics Insider Eizen Files Ownership Change

TL;DR

**Insider Eizen filed a Form 4 for AN2 Therapeutics, signaling a potential change in his ownership.**

AI Summary

This Form 4 filing, dated March 23, 2026, indicates that Joshua M. Eizen, a reporting person for AN2 Therapeutics, Inc., filed a statement of changes in beneficial ownership of securities. While the filing itself doesn't detail specific transactions, it signals that Eizen's ownership stake in AN2 Therapeutics (CIK: 0001880438) may have changed as of the report period, March 19, 2026. This matters to investors because changes in insider ownership can signal confidence (or lack thereof) in the company's future prospects, potentially influencing stock price.

Why It Matters

Changes in insider ownership can signal confidence or concern about a company's future, potentially impacting investor sentiment and stock valuation.

Risk Assessment

Risk Level: low — This filing is purely administrative, indicating a change in ownership without specifying the nature or magnitude of the transaction, thus posing low immediate risk.

Analyst Insight

Investors should monitor subsequent filings or news to understand the specifics of Eizen's transaction (buy or sell, and quantity) to gauge insider sentiment towards AN2 Therapeutics.

Key Players & Entities

• Eizen Joshua M (person) — Reporting Person
• AN2 Therapeutics, Inc. (company) — Issuer of securities
• 0001949621 (person) — CIK for Eizen Joshua M
• 0001880438 (company) — CIK for AN2 Therapeutics, Inc.

FAQ

Key Financial Figures

• $3.91 — 1. The exercise price of the option is $3.91 per share, representing the closing pri

Filing Documents

• ownership.html (4)
• ownership.xml (4) — 11KB
• 0001193125-26-120210.txt ( ) — 12KB

From the Filing

SEC FORM 4 SEC Form 4 FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934 or Section 30(h) of the Investment Company Act of 1940 OMB APPROVAL OMB Number: 3235-0287 Estimated average burden hours per response: 0.5    Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).    Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10. 1. Name and Address of Reporting Person * Eizen Joshua M (Last) (First) (Middle) C/O AN2 THERAPEUTICS, INC. 1300 EL CAMINO REAL, SUITE 100 (Street) MENLO PARK CALIFORNIA 94025 (City) (State) (Zip) UNITED STATES (Country) 2. Issuer Name and Ticker or Trading Symbol AN2 Therapeutics, Inc. [ ANTX ] 5. Relationship of Reporting Person(s) to Issuer (Check all applicable) Director 10% Owner X Officer (give title below) Other (specify below) See Remarks 2a. Foreign Trading Symbol 3. Date of Earliest Transaction (Month/Day/Year) 03/19/2026 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person 4. If Amendment, Date of Original Filed (Month/Day/Year) Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned 1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4) Code V Amount (A) or (D) Price Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4) Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares Stock Option (right to buy) $ 3.91 (1) 03/19/2026 A 92,000 (2) 10/13/2032 Common Stock 92,000 (3) 92,000 D Stock Option (right to buy) $ 17.88 03/19/2026 D 92,000 (2) 10/13/2032 Common Stock 92,000 (3) 0 D Stock Option (right to buy) $ 3.91 (1) 03/19/2026 A 50,150 (4) 02/14/2033 Common Stock 50,150 (3) 50,150 D Stock Option (right to buy) $ 14.29 03/19/2026 D 50,150 (4) 02/14/2033 Common Stock 50,150 (3) 0 D Explanation of Responses: 1. The exercise price of the option is $3.91 per share, representing the closing price of the Issuer's common stock on the date of the repricing; provided that the exercise price will be increased to the original exercise price before repricing if, prior to the "Premium End Date" (as defined below), the repriced option is exercised or the Reporting Person's services with the Company is terminated. The "Premium End Date" means the earliest of: (i) September 19, 2027, (ii) the date of a change in control or (iii) the Reporting Person's death or disability. 2. The shares subject to the option vest as follows: 25% of the shares shall vest on the anniversary of September 29, 2022, and the remainder of the shares shall vest ratably monthly over the subsequent 36 months, subject to the Reporting Person's continuous service through each applicable vesting date. 3. On March 19, 2026, the board of directors of the Issuer approved the repricing of the option. Except as further described in footnote 1, all other terms of the option remain unchanged. 4. The shares subject to the option vest as follows: 1/48 of the shares shall vest on each monthly anniversary measured from January 1, 2023, subject to the Reporting Person's continuous service through each applicable vesting date. Remarks: Chief Operating Officer and Chief Legal Officer /s/ Lucy Day, Attorney-in-Fact for Joshua M. Eizen 03/23/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more

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View this 4 filing on SEC EDGAR