{"filings":[{"id":128836,"accession_number":"0001193125-25-279035","cik":2044009,"company_name":"Armada Acquisition Corp. II","ticker":"XRPN","form_type":"8-K","filed_at":"2025-11-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Evernorth files confidential S-4 for merger with Armada II; $1B raised for XRP treasury","event_type":"m_and_a","confidence":"high","bullets":["Evernorth Holdings confidentially submitted draft S-4 to SEC for business combination with Armada II SPAC.","Expected close in Q1 2026, subject to Armada II shareholder approval and customary conditions.","New company raised over $1B in gross proceeds to create largest public XRP treasury company on Nasdaq.","Deal was originally announced on October 20, 2025; S-4 filing marks a key milestone.","Evernorth CEO Asheesh Birla said the submission is a significant step toward public listing for institutional XRP adoption."],"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":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128835,"accession_number":"0001193125-25-263628","cik":2044009,"company_name":"Armada Acquisition Corp. II","ticker":"XRPN","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Evernorth buys $214M in XRP, total committed over 473M XRP in SPAC deal","event_type":"other_material","confidence":"high","bullets":["Purchased 84,365,876.3625 XRP at avg $2.53657058 using $214M cash from advanced funding private placement.","Total XRP purchased and committed now over 473,276,430 XRP since business combination announcement.","Signing XRP Price determined at $2.36609 for subscription agreements tied to the deal.","Evernorth aims to build an institutional-grade XRP treasury with compounding yield."],"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":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128834,"accession_number":"0001193125-25-255392","cik":2044009,"company_name":"Armada Acquisition Corp. II","ticker":"XRPN","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Armada Acquisition II changes ticker to XRPN, unveils $1B XRP treasury plan","event_type":"other_material","confidence":"high","bullets":["Ticker changes from AACI/XRPN effective Oct 30, 2025; units and warrants also change.","Business combination with Evernorth Holdings (Pathfinder Digital Assets) targets close in Q1 2026.","Over $1 billion in gross proceeds raised to fund open-market purchases of XRP.","SPAC sponsored by Arrington XRP Capital Fund; Michael Arrington cites conviction in Evernorth strategy."],"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":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128833,"accession_number":"0001193125-25-243103","cik":2044009,"company_name":"Armada Acquisition Corp. II","ticker":"XRPN","form_type":"8-K","filed_at":"2025-10-20T23:59:59+00:00","items":["1.01","2.02","3.02","7.01","8.01","9.01"],"status":"ready","headline":"Armada Acquisition Corp. II signs definitive merger with Pathfinder Digital Assets; $214M PIPE","event_type":"m_and_a","confidence":"high","bullets":["SPAC to acquire Pathfinder Digital Assets; Ripple Labs Inc. involved; shareholders receive Pubco Class A shares.","PIPE of $214.05 million cash plus 600,000 XRP tokens at $10/share; Adjustment Shares tied to XRP VWAP.","Sponsor forfeits 120,000 Class A shares, 2,364,000 Class B shares, and 60,000 private placement warrants.","Six-month lock-up for Sponsor, Ripple, and certain affiliates post-closing.","Closing conditions include SPAC shareholder approval, HSR expiration, and minimum $5M net tangible assets."],"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":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145577,"accession_number":"0001193125-25-191346","cik":2044009,"company_name":"Armada Acquisition Corp. II","ticker":"XRPN","form_type":"8-K","filed_at":"2025-08-28T23:59:59+00:00","items":["1.01","5.01","5.02","7.01","9.01"],"status":"ready","headline":"Armada Acquisition Corp. II completes sponsor change; Arrington XRP Capital acquires sponsor securities for $6.6M","event_type":"other_material","confidence":"high","bullets":["Arrington XRP Capital Fund purchased 7.88M Class B shares, 400K Class A shares, and 200K private placement warrants for $6.6M.","All prior directors and officers resigned; new board appointed with J. Michael Arrington as Chairman and Taryn Naidu as CEO.","Kyle Horton appointed CFO; former CEO Herbert and former President Lurio to serve as strategic advisors.","Change of control: Arrington now owns 100% of Class B shares and controls the Board; Company remains a shell.","Press release notes transaction positions Armada for next phase; Cohen & Company Capital Markets advised."],"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":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145576,"accession_number":"0001193125-25-179096","cik":2044009,"company_name":"Armada Acquisition Corp. II","ticker":"XRPN","form_type":"8-K","filed_at":"2025-08-12T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Armada Acquisition Corp. II sponsor sells securities to Arrington XRP Capital for $6.6M","event_type":"m_and_a","confidence":"high","bullets":["Sponsor Armada Sponsor II LLC sells 7.88M Class B shares, 400K Class A shares, and 200K private warrants to Arrington XRP Capital Fund, LP for $6.6M.","Closing expected by September 15, 2025; Arrington XRP Capital will become the new sponsor of the SPAC.","Existing directors and officers resign; new directors and officers appointed by the acquiror at closing.","Post-closing, Stephen P. Herbert and Douglas M. Lurio to serve as advisors to the new CEO.","SPAC must complete a business combination by November 22, 2026, subject to extension provisions."],"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":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163949,"accession_number":"0001193125-25-141763","cik":2044009,"company_name":"Armada Acquisition Corp. II","ticker":"XRPN","form_type":"8-K","filed_at":"2025-06-17T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Armada Acquisition Corp. II announces separate trading of AACI shares and AACIW warrants starting June 24, 2025","event_type":"other_material","confidence":"high","bullets":["Holders of 23M units from May 2025 IPO at $10.00/unit ($230M gross proceeds) may elect separate trading from June 24.","Separated Class A ordinary shares trade under AACI; warrants under AACIW; no fractional warrants issued.","Units not separated continue trading under AACIU on Nasdaq.","Broker instruction needed to separate units via Continental Stock Transfer & Trust."],"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":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163948,"accession_number":"0001193125-25-133384","cik":2044009,"company_name":"Armada Acquisition Corp. II","ticker":"XRPN","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Armada Acquisition Corp. II closes $230M IPO and $7.1M private placement","event_type":"other_material","confidence":"high","bullets":["IPO of 23M units at $10.00/unit raised $230M; each unit has one share and half a warrant.","Private placement of 710,000 units to sponsor, CCM, and Northland raised $7.1M.","$231.15M placed in trust account ($10.05 per public share).","Company has 18 months from May 22, 2025 to complete an initial business combination.","Transaction costs totaled $14.4M, including $9.2M deferred underwriting fee."],"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,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163947,"accession_number":"0001193125-25-127983","cik":2044009,"company_name":"Armada Acquisition Corp. II","ticker":"XRPN","form_type":"8-K","filed_at":"2025-05-28T23:59:59+00:00","items":["1.01","3.02","5.02","5.03","8.01","9.01"],"status":"ready","headline":"Armada Acquisition Corp. II closes $230M IPO; trust funded with $231.15M","event_type":"other_material","confidence":"high","bullets":["Closed IPO of 23M units at $10.00/unit, including full exercise of over-allotment; gross proceeds $230M.","Net proceeds of $231.15M placed in trust account; funds to be released only upon business combination or liquidation.","Private placement of 710,000 private placement units generated additional $7.1M from sponsor and underwriters.","Target industries: FinTech, SaaS, or generative AI; management team previously completed Armada I business combination with Rezolve AI.","New independent directors appointed: Mohammad A. Kahn, Thomas A. Decker, Celso L. White."],"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":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}