{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-24-136251","form_type":"8-K/A","ticker":null,"cik":"0000894081","company_name":"Air Transport Services Group, Inc.","filed_at":"2024-05-10T23:59:59+00:00","discovered_at":"2026-05-14T18:03:22.344636+00:00","generated_at":"2026-06-02T04:32:53.903950+00:00","sec_items":["1.01","3.02","9.01"],"event_type":"other_material","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"ATSG to operate 10+ B767s for Amazon, extends warrants and caps Amazon ownership at 39.999%","bullets":["Third Amended ATSA: ATSG will sublease/operate 10 B767 freighters from Amazon, with option for 10 more.","First aircraft enters service June 2024; remaining deliveries by November 2024. Initial term through May 2029, extendable 5 years.","Amended and restated Warrant-C (14.8M shares) and 2020 Subsequent Warrant (7.0M shares) extended to December 20, 2029.","New 2024 Subsequent Warrant for 2.915M shares at $12.9658, vesting in tranches tied to flight hours; Third Subsequent Warrant for 2.915M shares to be issued later.","Second Amended Stockholders Agreement caps Amazon beneficial ownership at 39.999% excluding unexercised warrants."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-24-136251","json":"https://secwatch.observer/filing/0001193125-24-136251.json","markdown":"https://secwatch.observer/filing/0001193125-24-136251.md","text":"https://secwatch.observer/filing/0001193125-24-136251.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/894081/000119312524136251/0001193125-24-136251-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/894081/000119312524136251/d839186d8ka.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-02T04:32:53.903950+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":[{"claim_id":"2e08b7f9b2ce804c1ee4a4fed898b407b367915b","claim":"Air Transport Services Group, Inc. entered into Second Amended and Restated Stockholders Agreement with Amazon.com, Inc. (effective 2024-05-06).","evidence_excerpt":"On May 6, 2024, ATSG and Amazon entered into that certain Second Amended and Restated Stockholders Agreement (the “ 2 nd A&R Stockholder Agreement ”)","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/894081/000119312524136251/0001193125-24-136251-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Counterparty","value":"Amazon.com, Inc."},{"label":"Effective","value":"2024-05-06"}],"fact_type":"material_agreement"},{"claim_id":"3a66d86d3eaa8d30123454f5e07baff76a6d1520","claim":"Air Transport Services Group, Inc. amended Supplement and Amendment to 2018 Investment Agreement with Amazon.com, Inc. (effective 2024-05-06).","evidence_excerpt":"On May 6, 2024, ATSG and Amazon entered into that certain Supplement and Amendment to 2018 Investment Agreement (the “ 2018 Investment Agreement Amendment ”)","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/894081/000119312524136251/0001193125-24-136251-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"amendment"},{"label":"Counterparty","value":"Amazon.com, Inc."},{"label":"Effective","value":"2024-05-06"}],"fact_type":"material_agreement"},{"claim_id":"3ef16f5c43f64a0f57fe76c663aea22052a448da","claim":"Air Transport Services Group, Inc. amended amended and restated Warrant-C with Amazon.com, Inc. (effective 2024-05-06).","evidence_excerpt":"(“ ATSG ”) filed a Form 8-K to report certain transactions with Amazon.com, Inc. (“ Amazon ”) and Amazon.com Services LLC (“ ASL ”). At the time ATSG filed the Form 8-K, certain exhibits were not available for filing.","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/894081/000119312524136251/0001193125-24-136251-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"amendment"},{"label":"Counterparty","value":"Amazon.com, Inc."},{"label":"Effective","value":"2024-05-06"}],"fact_type":"material_agreement"},{"claim_id":"f36241250c39bc86149f0ef6e7ae77aa5874e325","claim":"Air Transport Services Group, Inc. amended Amendment to 2016 Investment Agreement and Participation Notice and Acknowledgement with Amazon.com, Inc. (effective 2024-05-06).","evidence_excerpt":"On May 6, 2024, ATSG and Amazon entered into that certain Amendment to 2016 Investment Agreement and Participation Notice and Acknowledgement (the “ 2016 Investment Agreement Amendment ”)","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/894081/000119312524136251/0001193125-24-136251-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"amendment"},{"label":"Counterparty","value":"Amazon.com, Inc."},{"label":"Effective","value":"2024-05-06"}],"fact_type":"material_agreement"},{"claim_id":"f99d7ab095b0a8307226d069d41d437b12e94add","claim":"Air Transport Services Group, Inc. entered into Third Amended and Restated Air Transportation Services Agreement with Amazon.com Services LLC (effective 2024-05-06).","evidence_excerpt":"On May 6, 2024, ATSG, through its subsidiary, Airborne Global Solutions, Inc., entered into a Third Amended and Restated Air Transportation Services Agreement (the “ 3rd A&R ATSA ”) with ASL","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/894081/000119312524136251/0001193125-24-136251-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Counterparty","value":"Amazon.com Services LLC"},{"label":"Effective","value":"2024-05-06"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}