
	June 27, 2026	December 31, 2025

Equity incentive compensation awards granted and outstanding	56,308,520	39,464,342
Shares available for issuance under the Amended and Restated 2018 Equity Incentive Plan(1)(2)(3)	10,024,113	10,310,481
Shares available for issuance under the 2026 Employment Inducement Equity Incentive Plan	9,433,685	—
Shares available for issuance under the 2018 Employee Stock Purchase Plan	4,557,105	4,020,975
Shares reserved for potential issuance under the 2030 Notes(4)	86,660,407	120,000,000
Shares reserved for potential issuance under the Delayed Draw Term Loan Warrants	9,558,635	9,558,635
Shares reserved for potential issuance under the BG Warrant—Tranche 1	2,500,000	—
Shares reserved for potential issuance under the BG Warrant—Tranche 2	1,666,667	—
Total common stock reserved for future issuance	180,709,132	183,354,433

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(1) Shares available for issuance under the Amended and Restated 2018 Equity Incentive Plan includes 70,946 and 145,660 shares at June 27, 2026 and December 31, 2025, respectively, that may be issued pursuant to 2024 PSUs if 200% of the applicable performance targets are achieved. See Note 11.

(2) Shares available for issuance under the Amended and Restated 2018 Equity Incentive Plan includes 10,154,868 shares at June 27, 2026 including 9,198,298 MIP shares and 956,570 antidilution shares at June 27, 2026, that may be issued pursuant to PSUs (at “maximum” performance) to certain employees (the “MIP PSUs”) granted in 2026 if 150% of the applicable performance target is achieved.

(3) Shares available for issuance under the Amended and Restated 2018 Equity Incentive Plan at June 27, 2026 after deducting 20,309,683 shares that are reserved for issuance under MIP PSU awards to certain key employees, including 1,913,097 shares reserved pursuant to Anti-Dilution Increases in respect of the MIP PSU awards in the six months ended June 27, 2026, at maximum payout.

(4) As of June 27, 2026 and December 31, 2025, up to approximately 86,660,407 and 120,000,000 additional shares, respectively, may be issuable upon conversion of the 2030 Notes at the base conversion rate (prior to giving effect to any make-whole payments payable upon such conversion), in addition to issuances of common stock in connection with the

payment of interest in the form of common stock, mandatory equitizations and issuances with respect to additional 2030 Notes issued as payment-in-kind interest, that, in each case, may be resold in the public market.