3.FAIR VALUE MEASUREMENTS

The following are the major categories of assets measured at fair value on a recurring basis as of December 31, 2025 and 2024:

As of December 31, 2025

  ​ ​ ​

Level 1

  ​ ​ ​

Level 2

  ​ ​ ​

Level 3

  ​ ​ ​

Total

Assets:

Short-term investments

$

33,753

$

$

$

33,753

Total assets measured at fair value

$

33,753

$

$

$

33,753

Liabilities:

 

  ​

 

  ​

 

  ​

 

  ​

Share-based compensation liability

$

$

$

29,182

$

29,182

Total liabilities measured at fair value

$

$

$

29,182

$

29,182

As of December 31, 2024

  ​ ​ ​

Level 1

  ​ ​ ​

Level 2

  ​ ​ ​

  ​ ​Level 3    

  ​ ​ ​

Total

Assets:

Short-term investments

$

33,051

$

$

$

33,051

Total assets measured at fair value

$

33,051

$

$

$

33,051

Liabilities:

 

  ​

 

  ​

 

  ​

 

  ​

Share-based compensation liability

$

$

$

199,263

$

199,263

Warrant liability

5,592

5,592

Total liabilities measured at fair value

$

$

$

204,855

$

204,855

No transfers between levels have occurred in either reporting period presented. Refer to Note 6 for disclosures related to the warrant liability and Note 8 for disclosures related to share-based compensation liability.

Historical Timeline

Fiscal YearFiled
2025Mar 25, 2026Showing above
2024Mar 31, 2025
2023Apr 1, 2024
2022Mar 8, 2023

About Fair Value Disclosures

Fair value disclosures classify all assets and liabilities measured at fair value into a three-level hierarchy: Level 1 (quoted market prices), Level 2 (observable inputs like yield curves), and Level 3 (unobservable inputs requiring management estimates). The proportion of Level 3 assets directly reflects how much of the balance sheet depends on internal models rather than market evidence.

Key signals: a growing Level 3 balance relative to total fair-value assets increases valuation uncertainty and earnings volatility risk. Watch for transfers between levels — assets moving from Level 2 to Level 3 often signal deteriorating market liquidity. Unrealized gains and losses on Level 3 positions flow through earnings or other comprehensive income, so large swings deserve scrutiny. For financial institutions, examine the sensitivity disclosures that show how Level 3 valuations change under alternative assumptions. Compare the fair value of debt against its carrying amount to gauge hidden leverage.