secwatch / observer
8-K filed May 1, 2026, 7:59 PM ET ticker PS CIK 0002026053
other material confidence high sentiment neutral materiality 0.70

PERSHING SQUARE INC. (PS): debt financing — Pershing Square Inc. completes IPO and private placement; enters $350M credit facility

PERSHING SQUARE INC.

Key facts

Extracted from this filing and checked against the source text.

Debt Financings SEC 8-K Item 2.03/2.04 confidence 0.9

PERSHING SQUARE INC. incurred credit facility of $250,000,000 Revolving Facility and $100,000,000 Term Loan Facility with Bank of America, N.A., as administrative agent at Term SOFR, plus an applicable margin or a base rate maturing April 30, 2029.

Instrument
credit facility
Principal
$250,000,000 Revolving Facility and $100,000,000 Term Loan Facility
Counterparty
Bank of America, N.A., as administrative agent
Rate
Term SOFR, plus an applicable margin or a base rate
Maturity
April 30, 2029
Event
incurrence
Exact text from the filing
on April 30, 2026, the Company and a syndicate of banks, led by Bank of America, N.A., as administrative agent, entered into a credit agreement (the “ Credit Agreement ”). The Credit Agreement consists of (i) a senior secured revolving credit facility (the “ Revolving Facility ”) in an aggregate principal amount of $250,000,000 and (ii) a senior secured term loan facility in an aggregate principal amount of $100,000,000
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Equity Issuances SEC 8-K Item 3.02/3.03 confidence 0.9

PERSHING SQUARE INC. issued 16,643,862 shares of Common Stock of common stock.

Security
common stock
Shares
16,643,862 shares of Common Stock
Exact text from the filing
On April 30, 2026, the Company delivered 16,643,862 shares of Common Stock in a private placement transaction exempt from registration under the Securities Act (the " Private Placement ").
View on SEC.gov
Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

PERSHING SQUARE INC. entered into Registration Rights Agreement (effective 2026-04-28).

Action
entry
Effective
2026-04-28
Exact text from the filing
the Registration Rights Agreement, dated April 28, 2026, by and among the Company and each of the other persons from time to time party thereto (the “ Registration Rights Agreement ”);
View on SEC.gov
Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

PERSHING SQUARE INC. entered into Credit Agreement with Bank of America, N.A., as administrative agent, and a syndicate of banks (effective 2026-04-30).

Action
entry
Agreement
credit facility
Counterparty
Bank of America, N.A., as administrative agent, and a syndicate of banks
Effective
2026-04-30
Exact text from the filing
on April 30, 2026, the Company and a syndicate of banks, led by Bank of America, N.A., as administrative agent, entered into a credit agreement (the “ Credit Agreement ”).
View on SEC.gov
Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

PERSHING SQUARE INC. entered into ManagementCo Registration Rights Agreement with Investors (effective 2026-04-28).

Action
entry
Counterparty
Investors
Effective
2026-04-28
Exact text from the filing
the Registration Rights Agreement, dated April 28, 2026, between the Company and the Investors (as defined therein) (the “ ManagementCo Registration Rights Agreement ”);
View on SEC.gov
Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

PERSHING SQUARE INC. entered into Fourth Amended and Restated Agreement of Limited Partnership of Pershing Square Capital Management, L.P. with PSCM GP, LLC and PS CompCo, LLC (effective 2026-04-28).

Action
entry
Counterparty
PSCM GP, LLC and PS CompCo, LLC
Effective
2026-04-28
Exact text from the filing
the Fourth Amended and Restated Agreement of Limited Partnership of Pershing Square Capital Management, L.P., dated April 28, 2026, by and among PSCM GP, LLC, the Company and PS CompCo, LLC (the “ Fourth A&R LPA ”).
View on SEC.gov

41 debt financings filed in the last 30 days. Browse all debt financings →

PERSHING SQUARE INC. filing history →

Source: SEC EDGAR
accession 0001140361-26-018597
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