{"schema_version":"secwatch.filing_event.v1","accession":"0001185185-26-004446","form_type":"8-K","ticker":"NTWO","cik":"0002028027","company_name":"Newbury Street II Acquisition Corp","filed_at":"2026-09-30T21:15:27+00:00","discovered_at":"2026-09-30T21:16:00.259561+00:00","generated_at":"2026-10-12T14:10:34.778559+00:00","sec_items":["1.01","5.02","8.01","9.01"],"event_type":"m_and_a","sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"confidence":"high","headline":"Newbury Street II files draft S-4 for Fort Robotics deal; FORT valued at $556.6M EV, ticker FROB","bullets":["Newbury Street II and Fort Robotics confidentially submitted a draft Form S-4 on Sept 29, 2026; combined company to be named FORT Robotics Holdings, Inc. with Nasdaq ticker FROB.","Deal values FORT at ~$556.6M enterprise value ($500.0M pre-money equity); expected ~$201M gross proceeds including ~$31M PIPE, ~$182M net cash assuming no redemptions.","FORT deployed >19,500 units to over 600 customers (Agility Robotics, DoorDash, Zoox, Textron, Google DeepMind); 2025 revenue grew 62% YoY at 66% gross margin, no customer >9% of revenue.","Newbury Street II engaged Donerail Group (affiliate of then-director William Wyatt) for $350,000 cash plus up to $75,000 expenses; Sponsor to grant ~599,166 Class B founder shares at closing.","Director William Z. Wyatt resigned Sept 29, 2026 to avoid conflict; he forfeits 40,000 founder shares to be granted to each director at closing. Director Vinciquerra gets 50% of Donerail fees."],"urls":{"canonical":"https://secwatch.observer/filing/0001185185-26-004446","json":"https://secwatch.observer/filing/0001185185-26-004446.json","markdown":"https://secwatch.observer/filing/0001185185-26-004446.md","text":"https://secwatch.observer/filing/0001185185-26-004446.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/2028027/000118518526004446/0001185185-26-004446-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2028027/000118518526004446/ntwo28k425092826.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-12T14:10:34.778559+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}