Business context and reporting period
Ethos Technologies Inc. filed this Form 8-K under Item 8.01 to provide updated beneficial ownership information as of September 30, 2026, in connection with the December 2026 Russell index reconstitution. The report was signed October 9, 2026. It is an ownership update, not an earnings report.
The company cautions that SEC beneficial-ownership calculations may differ from Russell index eligibility calculations and gives no assurance that its shares will be included in any index.
Key financial and ownership metrics
The filing provides no revenue, profit, cash flow, margin, debt, liquidity, or operating guidance figures.
- Shares outstanding as of September 30, 2026: 41,714,064 Class A shares and 23,269,929 Class B shares.
- Class A shares carry one vote per share; Class B shares carry 20 votes per share.
- All current executive officers and directors as a group beneficially owned 1,195,733 Class A shares and 17,341,174 Class B shares, representing 68.6% of total voting power.
- Peter Colis beneficially owned 6,428,396 Class B shares and 25.4% of total voting power; Lingke Wang beneficially owned 6,304,863 Class B shares and 24.9%.
- Sequoia-affiliated entities beneficially owned 5,928,755 Class B shares and 23.4% of voting power; Accel-affiliated entities owned 4,607,915 Class B shares and 18.2%.
- SoftBank-affiliated entities reported 3,128,902 Class A shares, or 7.5% of that class; their reported share of total voting power is less than 1%.
Changes versus prior comparable period
The filing does not provide a prior-period ownership comparison, so changes in holdings or voting power cannot be determined from this report.
Outlook, risks, and notable terms
The ownership figures include certain options exercisable and restricted stock units vesting within 60 days of September 30, 2026, under SEC beneficial-ownership rules. Class B’s 20-to-1 voting rights concentrate voting power among holders of that class. The company specifically disclaims assurance of Russell index inclusion.
Important facts for investors to verify
- Whether the company is included in any Russell indices following the December 2026 reconstitution.
- Any subsequent changes to the reported share counts, ownership, or voting control.
- The effect of Class B super-voting rights and any conversion or exchange of shares on voting power.
- Whether the ownership information and beneficial-ownership footnotes remain current, particularly where holdings are attributed through trusts or affiliated investment entities.