---
schema_version: "secwatch.filing_event.v1"
accession: "0001493152-25-018455"
form_type: "8-K"
ticker: "SOAR"
cik: "0001853070"
company_name: "Volato Group, Inc."
filed_at: "2025-10-17T23:59:59+00:00"
generated_at: "2026-05-17T03:25:46.255877+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.4
calibrated_materiality_score: 0.4
confidence: "high"
source: SEC EDGAR
---

# Volato issues $2.22M fourth-tranche convertible note at 10% discount

## Summary
- Fourth tranche note issued Oct 16, 2025; principal $2,220,000, purchase price $1,998,000 (10% OID).
- Note matures Oct 16, 2026; convertible into Class A common stock.
- Part of existing $36M Securities Purchase Agreement with one institutional investor.
- Prior tranches: $4.5M (Dec 2024), $1.5M (June 2025), $3.0M (July 2025).

## SEC filing metadata
- accession: 0001493152-25-018455
- form_type: 8-K
- ticker: SOAR
- cik: 0001853070
- company_name: Volato Group, Inc.
- filed_at: 2025-10-17T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.4
- calibrated_materiality_score: 0.4
- confidence: high
- sec_items: 1.01, 2.03, 3.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1853070/000149315225018455/0001493152-25-018455-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1853070/000149315225018455/form8-k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001493152-25-018455
- JSON: https://secwatch.observer/filing/0001493152-25-018455.json
- Plain text: https://secwatch.observer/filing/0001493152-25-018455.txt

## Key facts
- Debt Financings
  Volato Group, Inc. incurred convertible notes of $2,220,000 with institutional investor maturing October 16, 2026.
  - Instrument: convertible notes
  - Principal: $2,220,000
  - Counterparty: institutional investor
  - Maturity: October 16, 2026
  - Event: incurrence
  source text: On October 16, 2025, the parties consummated the closing of a fourth tranche and the Company issued to the Buyer a 10% original issue discount senior unsecured convertible promissory note, in an aggregate original principal amount of $2,220,000 (the “Fourth Tranche Note”), under the Securities Purchase Agreement.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1853070/000149315225018455/0001493152-25-018455-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.