{"filings":[{"id":3606876,"accession_number":"0001213900-26-111512","cik":2029976,"company_name":"K&F GROWTH ACQUISITION CORP. II","ticker":"KFII","form_type":"8-K","filed_at":"2026-10-22T13:24:49+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"K&F Growth Acquisition Corp. II signs non-binding LOI to take David's Bridal's Pearl public at $350M enterprise value","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Non-binding LOI, amended Oct 21, 2026 from original Sept 11, 2026, would separate Pearl from David's Bridal and list it via K&F (Nasdaq: KFII) at a $350M pro forma enterprise value.","Deal contemplates a $75M PIPE including a proposed $25M anchor investment from CION Investment Corporation, David's Bridal's largest shareholder.","Pearl forecasts >30% EBITDA margins in 2026 and revenue growth over 100% in 2027 to more than $85 million; it cites ~90% of U.S. brides in its ecosystem.","Kelly Cook, David's Bridal CEO since 2019, is expected to lead Pearl as CEO, with president Elina Vilk, a former Meta and PayPal executive.","Transaction remains non-binding and subject to due diligence, a definitive agreement, board and shareholder approvals, and regulatory clearance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.72,"calibrated_materiality_score":0.72,"market_cap_usd":413366315.6036122,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2990956,"accession_number":"0001213900-26-101813","cik":2029976,"company_name":"K&F GROWTH ACQUISITION CORP. II","ticker":"KFII","form_type":"8-K","filed_at":"2026-09-21T20:15:31+00:00","items":["1.01","2.03","3.02","9.01"],"status":"ready","headline":"K&F Growth Acquisition Corp. II issues $600k in unsecured promissory notes to officers","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Notes issued to co-CEOs Daniel Fetters and Edward King, $300k each, totaling $600k.","No interest; due upon earlier of business combination or liquidation.","Proceeds for working capital; repayment only from funds outside trust account.","Conversion option: unpaid principal may convert to units (one share + one right) at holders' option before business combination.","Notes exempt under Section 4(a)(2) of Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":413366315.6036122,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2907796,"accession_number":"0001213900-26-100525","cik":2029976,"company_name":"K&F GROWTH ACQUISITION CORP. II","ticker":"KFII","form_type":"8-K","filed_at":"2026-09-16T20:15:30+00:00","items":["8.01"],"status":"ready","headline":"K&F Growth Acquisition transfers listing to Nasdaq Capital Market to cure holder deficiency","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Transferred securities listing from Nasdaq Global Market to Nasdaq Capital Market, effective September 16, 2026.","Application to transfer granted September 14, 2026, after company failed to maintain 400 total holders under Listing Rule 5450(a)(2).","Deficiency notice received August 21, 2026; transfer application filed August 26, 2026.","Transfer renders the holder deficiency moot; securities continue as KFIIU, KFII, and KFIIR."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":413366315.6036122,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2412078,"accession_number":"0001213900-26-092693","cik":2029976,"company_name":"K&F GROWTH ACQUISITION CORP. II","ticker":"KFII","form_type":"8-K","filed_at":"2026-08-21T21:20:28+00:00","items":["3.01"],"status":"ready","headline":"K&F Growth Acquisition Corp. II receives Nasdaq minimum holders deficiency notice","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Received Nasdaq notice Aug 19, 2026 for failing 400 Total Holders requirement under Listing Rule 5450(a)(2).","Company has 45 days to submit compliance plan; Nasdaq may grant up to 180-day extension.","May consider transferring securities to Nasdaq Capital Market as alternative remedy.","No current effect on trading; Class A shares continue on Nasdaq Global Market under symbol KFII.","Company evaluating options to regain compliance with minimum holder requirement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":413366315.6036122,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181676,"accession_number":"0001213900-25-022283","cik":2029976,"company_name":"K&F GROWTH ACQUISITION CORP. II","ticker":"KFII","form_type":"8-K","filed_at":"2025-03-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"K&F Growth Acquisition Corp. II announces separate trading of shares and rights starting March 13, 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Effective March 13, 2025, unit holders may separate Class A ordinary shares and rights.","Separated shares trade under KFII; rights under KFIIR; units remain KFIIU.","Holders must contact Continental Stock Transfer & Trust to separate units.","This follows the SPAC's IPO unit structure; no business combination yet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":413366315.6036122,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181675,"accession_number":"0001213900-25-013045","cik":2029976,"company_name":"K&F GROWTH ACQUISITION CORP. II","ticker":"KFII","form_type":"8-K","filed_at":"2025-02-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"K&F Growth Acquisition Corp. II closes IPO of 28.75M units at $10.00, raising $287.5M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IPO of 28.75M units closed Feb 6, 2025; each unit = 1 ordinary share + 1 right to receive 1/15 share.","Gross proceeds of $287.5M from IPO; underwriters' over-allotment of 3.75M units fully exercised.","Private placement of 922,727 units to sponsor and BTIG raised additional $9.2M.","$288.94M placed in trust account ($10.05 per unit) as of Feb 6, 2025; audited balance sheet filed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":413366315.6036122,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181674,"accession_number":"0001213900-25-011738","cik":2029976,"company_name":"K&F GROWTH ACQUISITION CORP. II","ticker":"KFII","form_type":"8-K","filed_at":"2025-02-10T23:59:59+00:00","items":["1.01","3.02","5.02","5.03","8.01","9.01"],"status":"ready","headline":"K&F Growth Acquisition Corp. II completes $287.5 million IPO and lists on Nasdaq","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Company sold 28,750,000 units at $10.00 each, raising $287.5 million in gross proceeds.","Underwriters' over-allotment option exercised in full for 3,750,000 additional units.","Simultaneously, 922,727 private placement units sold to sponsor K&F Growth Acquisition LLC II and BTIG at $10.00 per unit.","New directors appointed: James Murren, Joyce Arpin, Geoff Freeman to board and committees.","Proceeds of $288,937,500 placed in trust account with Continental Stock Transfer & Trust Company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":413366315.6036122,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}