v3.26.1
Stockholders' Equity
6 Months Ended
Jun. 30, 2026
Stockholders' Equity  
Stockholders' Equity

NOTE 7 - Stockholders’ Equity

Common Stock

The holders of the Company’s common stock are entitled to one vote per share with respect to all matters required by law to be submitted to stockholders. The holders of common stock have the sole right to vote. The common stock does not have any cumulative voting, pre-emptive, subscription or conversion rights. Election of directors requires the affirmative vote of a plurality of shares represented at a meeting of the Company’s stockholders, and other general stockholder actions (other than an amendment to our articles of incorporation) requires the affirmative vote of a majority of shares represented at a meeting in which a quorum is present. The outstanding shares of common stock are validly issued, fully paid and non-assessable.

On May 13, 2025, the stockholders of the Company voted to increase the number of shares of common stock reserved for issuance pursuant to awards under the Company’s 2022 Stock Incentive Plan from 6,250,000 to 10,750,000. As of June 30, 2026, a total of 3,928,549 shares of common stock remain available for future grants under the 2022 Stock Incentive Plan.

On February 9, 2026, the Company announced the successful closing of a public offering, whereby we raised gross proceeds of approximately $76.4 million by issuing 12,336,000 shares of our common stock at a price of $6.08 per share and issuing 225,000 shares of our common stock by the exercise of an option offered to the book-running managers and co-managers (the “Option”) at a price of $6.08 per share. The Company incurred a total of approximately $4.7 million of share issuance costs pursuant to the public offering and exercise of the Option which were recorded as a reduction to proceeds in additional paid-in capital.

NOTE 7 - Stockholders’ Equity (continued)

On March 25, 2025, the Company announced a public offering through which the Company raised gross proceeds of approximately $35.1 million by issuing 12,400,000 shares of our common stock at a price of $2.83 per share. The Company incurred a total of approximately $2.3 million of share issuance costs pursuant to the public offering and recorded the share issuance costs as a reduction to proceeds in additional paid-in capital.

On November 13, 2025, Dakota Gold entered into an Amended and Restated Equity Distribution Agreement (the “Amended and Restated EDM”) with BMO Capital Markets Corp., Canaccord Genuity LLC and H.C. Wainwright & Co., LLC (collectively, the “Sales Agents”). Under the terms of the Amended and Restated EDM, the Company may offer and sell shares of its common stock having an aggregate offering price of up to $50.0 million from time to time through any of the Sales Agents. During the six months ended June 30, 2026 and 2025, the Company utilized the ATM Program to raise net proceeds of approximately $3.5 million and $7.3 million, respectively, by issuing 586,749 and 2,548,713 shares of common stock, respectively.

On October 20, 2023, OMF Fund IV SPV C LLC, an entity managed by Orion Mine Finance (collectively, “Orion”), was granted a right to match the terms of future financings of the Company (the “Matching Right”). As of June 30, 2026, the Company has raised approximately $138.4 million in exempt gross proceeds, and no proceeds subject to the Matching Right. As of June 30, 2026, the Company has approximately $61.6 million in exemptions from the Matching Right remaining.

Stock-based Compensation

Stock-based compensation expense is included in exploration as well as general and administrative expenses, based upon the primary activities of the grantees. The Company recognized stock-based compensation expense as follows in the accompanying consolidated statement of operations:

Three Months ended June 30,

Six Months ended June 30,

  ​ ​ ​

2026

  ​ ​ ​

2025

  ​ ​ ​

2026

  ​ ​ ​

2025

$

$

$

$

RSUs

446,650

 

295,448

743,479

 

683,941

PSUs

25,702

 

33,544

4,028

 

141,443

Stock options

286,347

 

(72,212)

529,416

 

34,634

Allocated to general and administrative expense

758,699

 

256,780

1,276,923

 

860,018

RSUs

174,841

 

222,883

259,809

 

303,813

PSUs

 

82,653

(47,094)

 

111,375

Stock options

38,980

 

65,033

50,301

 

89,427

Allocated to exploration expense

213,821

 

370,569

263,016

 

504,615

Total stock-based compensation expense

972,520

 

627,349

1,539,939

 

1,364,633

During the six months ended June 30, 2026, the Company granted the following stock-based compensation awards:

  ​ ​ ​

  ​ ​ ​

Weighted

average fair

Number

value

#

$

RSUs

 

521,812

5.02

Stock options

 

218,026

1.80

Total equity awards granted

 

739,838

NOTE 7 - Stockholders’ Equity (continued)

As of June 30, 2026, unrecognized compensation expense and weighted-average vesting period for each of the Company’s stock-based compensation awards were as follows:

Unrecognized

Weighted-

Compensation

average

Expense

Vesting Period

  ​ ​ ​

$

  ​ ​ ​

Years

RSUs

3,178,118

1.50

PSUs

71,892

0.92

Stock options

1,215,381

1.59

4,465,391

1.54

Warrants

As at June 30, 2026 and December 31, 2025, the Company had nil and 5,582,545 warrants outstanding, respectively. During the six months ended June 30, 2026 and 2025, 5,239,821 and 892,601 warrants were exercised, respectively, and 342,724 and nil warrants expired unexercised, respectively.