secwatch / observer
8-K filed May 4, 2026, 7:59 PM ET ticker SAFX CIK 0002019793
other material confidence high sentiment negative materiality 0.75

XCF avoids ground-lease default; issues 4M shares to landlord; 2027 revenue target $110-120M

XCF Global, Inc.

Machine-readable event card

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secwatch.filing_event.v1
accession
0001493152-26-021161
form_type
8-K
ticker
SAFX
cik
0002019793
company_name
XCF Global, Inc.
filed_at
2026-05-04T23:59:59+00:00
discovered_at
2026-05-14T18:02:33.390807+00:00
generated_at
2026-05-15T00:05:48.102519+00:00
sec_items
["1.01", "3.02", "8.01", "9.01"]
event_type
other_material
sentiment
negative
materiality_score
0.75
calibrated_materiality_score
0.75
confidence
high
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https://secwatch.observer/filing/0001493152-26-021161.json
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https://secwatch.observer/filing/0001493152-26-021161.md
text_url
https://secwatch.observer/filing/0001493152-26-021161.txt
edgar_index_url
https://www.sec.gov/Archives/edgar/data/2019793/000149315226021161/0001493152-26-021161-index.htm
edgar_primary_document_url
https://www.sec.gov/Archives/edgar/data/2019793/000149315226021161/form8-k.htm
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Source-grounded claims

7ec3ec4dbbff1a1be475d9584479e6bf5960c98a

XCF Global, Inc. entered into 2026 Twain Forbearance Agreement with Twain GL XXVIII, LLC (effective 2026-04-29).

On April 29, 2026, New Rise Renewables Reno, LLC (“ New Rise Reno ”), a subsidiary of XCF Global, Inc. (“ XCF ” or the “ Company ”), and Twain GL XXVIII, LLC (“ Twain ”) entered into a Forbearance Agreement (the “ 2026 Twain Forbearance Agreement ”)

SEC 8-K Item 1.01/1.02 confidence 0.9 SEC evidence

Comparable filings

DGAC

Disciplined Growth Acquisition Corp. closes $150M IPO on NYSE

DISCIPLINED GROWTH ACQUISITION Corp June 1, 2026, 4:15 PM ET other_material Items 1.01, 3.02, 5.02, 5.03, 8.01, 9.01

same fact type: material_agreement same SEC item: 1.01, 3.02, 8.01, 9.01 same event type: other_material similar materiality

This filing

On April 29, 2026, New Rise Renewables Reno, LLC (“ New Rise Reno ”), a subsidiary of XCF Global, Inc. (“ XCF ” or the “ Company ”), and Twain GL XXVIII, LLC (“ Twain ”) entered into a Forbearance Agreement (the “ 2026 Twain Forbearance Agreement ”)

Comparable filing

A Share Rights Agreement, dated May 26, 2026, by and between the Company and Odyssey Transfer and Trust Company, as rights agent

Filing page SEC filing

SAGU

Shreya Acquisition Group closes $110M IPO, 11M units at $10 each on NYSE

Shreya Acquisition Group May 11, 2026, 7:59 PM ET other_material Items 1.01, 3.02, 5.02, 5.03, 8.01, 9.01

same fact type: material_agreement same SEC item: 1.01, 3.02, 8.01, 9.01 same event type: other_material similar materiality

This filing

On April 29, 2026, New Rise Renewables Reno, LLC (“ New Rise Reno ”), a subsidiary of XCF Global, Inc. (“ XCF ” or the “ Company ”), and Twain GL XXVIII, LLC (“ Twain ”) entered into a Forbearance Agreement (the “ 2026 Twain Forbearance Agreement ”)

Comparable filing

Private Units Subscription Agreement, dated May 6, 2026, by and between the Company and the Sponsor, a copy of which is attached as Exhibit 10.4 and incorporated herein by reference

Filing page SEC filing

CLRB

Cellectar raises ~$35M via stock/warrant offering; reports positive 12-mo Phase 2b WM data

Cellectar Biosciences, Inc. May 8, 2026, 7:59 PM ET other_material Items 1.01, 3.02, 8.01, 9.01

same fact type: material_agreement same SEC item: 1.01, 3.02, 8.01, 9.01 same event type: other_material similar materiality

This filing

On April 29, 2026, New Rise Renewables Reno, LLC (“ New Rise Reno ”), a subsidiary of XCF Global, Inc. (“ XCF ” or the “ Company ”), and Twain GL XXVIII, LLC (“ Twain ”) entered into a Forbearance Agreement (the “ 2026 Twain Forbearance Agreement ”)

Comparable filing

pursuant to an additional securities purchase agreement with certain members of the executive management team of the Company (the “Management Purchase Agreement”

Filing page SEC filing

KRMN

Selling stockholders price upsized secondary offering of 14M shares at $61/share for ~$854M gross proceeds

Karman Holdings Inc. June 1, 2026, 5:28 PM ET other_material Items 1.01, 7.01, 8.01, 9.01

same fact type: material_agreement same SEC item: 1.01, 8.01, 9.01 same event type: other_material similar materiality

This filing

On April 29, 2026, New Rise Renewables Reno, LLC (“ New Rise Reno ”), a subsidiary of XCF Global, Inc. (“ XCF ” or the “ Company ”), and Twain GL XXVIII, LLC (“ Twain ”) entered into a Forbearance Agreement (the “ 2026 Twain Forbearance Agreement ”)

Comparable filing

On May 28, 2026, Karman Holdings Inc. (the “Company”) entered into an underwriting agreement (the “Underwriting Agreement”) with the persons named in Schedule II thereto (the “Selling Stockholders”) and Citigroup Global Markets Inc. and Evercore Group L.L.C., as the underwriters (the “Underwriters”), pursuant to which the Selling Stockholders agreed to sell 14,000,000 shares of common stock, par value $0.001 per share, of the Company (the “Common Stock”) at a public offering price of $61.00 per share (the “Offering Price”), less underwriting discounts and commissions (the “Offering”).

Filing page SEC filing

XRN

Chiron Real Estate enters $100M preferred equity deal with Maewyn XRN LP

Chiron Real Estate Inc. May 8, 2026, 7:59 PM ET other_material Items 1.01, 3.02, 9.01

same fact type: material_agreement same SEC item: 1.01, 3.02, 9.01 same event type: other_material similar materiality

This filing

On April 29, 2026, New Rise Renewables Reno, LLC (“ New Rise Reno ”), a subsidiary of XCF Global, Inc. (“ XCF ” or the “ Company ”), and Twain GL XXVIII, LLC (“ Twain ”) entered into a Forbearance Agreement (the “ 2026 Twain Forbearance Agreement ”)

Comparable filing

In connection with the Private Placement, on May 6, 2026, the Company and the Purchasers entered an Investor Rights Agreement.

Filing page SEC filing

AREB

American Rebel exchanges $1.77M preferred & note for ~5.97M common shares to Streeterville

AMERICAN REBEL HOLDINGS INC May 8, 2026, 7:59 PM ET other_material Items 1.01, 3.02, 9.01

same fact type: material_agreement same SEC item: 1.01, 3.02, 9.01 same event type: other_material similar materiality

This filing

On April 29, 2026, New Rise Renewables Reno, LLC (“ New Rise Reno ”), a subsidiary of XCF Global, Inc. (“ XCF ” or the “ Company ”), and Twain GL XXVIII, LLC (“ Twain ”) entered into a Forbearance Agreement (the “ 2026 Twain Forbearance Agreement ”)

Comparable filing

Streeterville Series E Preferred Exchange Agreements On April 30, 2026, the Company entered into three Exchange Agreements (the “Exchanges”) with Streeterville.

Filing page SEC filing

ETR

Entergy sells 19.2M shares via forward sale at $110.74, raising ~$2.13B

ENTERGY CORP /DE/ May 7, 2026, 7:59 PM ET other_material Items 1.01, 8.01, 9.01

same fact type: material_agreement same SEC item: 1.01, 8.01, 9.01 same event type: other_material similar materiality

This filing

On April 29, 2026, New Rise Renewables Reno, LLC (“ New Rise Reno ”), a subsidiary of XCF Global, Inc. (“ XCF ” or the “ Company ”), and Twain GL XXVIII, LLC (“ Twain ”) entered into a Forbearance Agreement (the “ 2026 Twain Forbearance Agreement ”)

Comparable filing

In connection with the Forward Sale Agreements, the Company entered into an Underwriting Agreement (the “Underwriting Agreement”) with Wells Fargo Securities, LLC, Citigroup Global Markets Inc., Barclays Capital Inc. and Scotia Capital (USA) Inc., as the representatives of the underwriters named therein (the “Underwriters”), and Wells Fargo Securities, LLC, Citigroup Global Markets Inc., Barclays Capital Inc. and Scotia Capital (USA) Inc. as forward sellers (the “Forward Sellers”), pursuant to which the Forward Sellers sold to the Underwriters an aggregate of 19,247,788 shares of Common Stock.

Filing page SEC filing

FFAI

Faraday Future pauses 400V Super One, upgrades to 800V BEV or AIHER hybrid; robotics shipments reach 68 units

FARADAY FUTURE INTELLIGENT ELECTRIC INC. May 7, 2026, 7:59 PM ET other_material Items 1.01, 8.01, 9.01

same fact type: material_agreement same SEC item: 1.01, 8.01, 9.01 same event type: other_material similar materiality

This filing

On April 29, 2026, New Rise Renewables Reno, LLC (“ New Rise Reno ”), a subsidiary of XCF Global, Inc. (“ XCF ” or the “ Company ”), and Twain GL XXVIII, LLC (“ Twain ”) entered into a Forbearance Agreement (the “ 2026 Twain Forbearance Agreement ”)

Comparable filing

On April 30, 2026, GlobeX AI Hong Kong Holding Limited (“GlobeX”), a special purpose entity controlled by Faraday Future Intelligent Electric Inc. (the “Company”), entered into a Supplemental Agreement (the “Supplemental Agreement”) to the previously executed Engineering Services Agreement, dated February 4, 2026, with its previously announced bridge strategy partner (the Partner”),

Filing page SEC filing

Source: SEC EDGAR
accession 0001493152-26-021161

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.