secwatch / observer
8-K filed December 8, 2023, 6:59 PM ET ticker SPHR CIK 0001795250
debt confidence high sentiment neutral materiality 0.50

Sphere Entertainment Co. (SPHR): debt financing — Sphere Entertainment closes $258.75M convertible notes offering due 2028; conversion price ~$35.51

Sphere Entertainment Co.

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

Sphere Entertainment Co. incurred convertible notes of $258.75 million aggregate principal amount with U.S. Bank Trust Company, National Association at 3.50% per year maturing December 1, 2028.

Instrument
convertible notes
Principal
$258.75 million aggregate principal amount
Counterparty
U.S. Bank Trust Company, National Association
Rate
3.50% per year
Maturity
December 1, 2028
Event
incurrence
Exact text from the filing
Item 1.01 Entry into a Material Definitive Agreement. On December 8, 2023, Sphere Entertainment Co. (the “Company”) completed a private unregistered offering (the “Offering”) of $258.75 million aggregate principal amount of its 3.50% convertible senior notes due 2028 (the “Notes”), which amount includes the full exercise of the initial purchasers’ option to purchase
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Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

Sphere Entertainment Co. entered into Capped Call Option Transactions with certain of the initial purchasers of the Notes or their respective affiliates and other financial institutions valued at Capped call transactions with a cap price initially equal to approximately $42.62 per share (effective 2023-12-05).

Action
entry
Counterparty
certain of the initial purchasers of the Notes or their respective affiliates and other financial institutions
Value
Capped call transactions with a cap price initially equal to approximately $42.62 per share
Effective
2023-12-05
Exact text from the filing
On December 5, 2023, in connection with the pricing of the Notes, and on December 6, 2023, in connection with the exercise in full by the initial purchasers of their option to purchase additional Notes, the Company entered into capped call transactions with certain of the initial purchasers of the Notes or their respective affiliates and other financial institutions, pursuant to capped call confirmations in substantially the form filed as Exhibit 10.1 to this Current Report on Form 8-K, which is incorporated herein by reference (and this description is qualified in its entirety by reference to such document).
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Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

Sphere Entertainment Co. entered into Indenture for 3.50% Convertible Senior Notes due 2028 with U.S. Bank Trust Company, National Association valued at $258,750,000 aggregate principal amount of 3.50% convertible senior notes due 2028 (effective 2023-12-08).

Action
entry
Agreement
notes offering
Counterparty
U.S. Bank Trust Company, National Association
Value
$258,750,000 aggregate principal amount of 3.50% convertible senior notes due 2028
Effective
2023-12-08
Exact text from the filing
Item 1.01 Entry into a Material Definitive Agreement. On December 8, 2023, Sphere Entertainment Co. (the “Company”) completed a private unregistered offering (the “Offering”) of $258.75 million aggregate principal amount of its 3.50% convertible senior notes due 2028 (the “Notes”), which amount includes the full exercise of the initial purchasers’ option to purchase additional Notes.
View on SEC.gov

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Sphere Entertainment Co. filing history →

Source: SEC EDGAR
accession 0001193125-23-291667
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