secwatch / observer
8-K filed April 13, 2026, 7:59 PM ET ticker AAOI CIK 0001158114
other material confidence high sentiment neutral materiality 0.75

Applied Optoelectronics agrees to buy 388,133 sq ft facility in Pearland, TX for $58.4M

APPLIED OPTOELECTRONICS, INC.

Machine-readable event card

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0001683168-26-002858
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0001158114
company_name
APPLIED OPTOELECTRONICS, INC.
filed_at
2026-04-13T23:59:59+00:00
discovered_at
2026-05-14T18:02:32.012658+00:00
generated_at
2026-05-15T06:32:39.527305+00:00
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0.75
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0.75
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https://www.sec.gov/Archives/edgar/data/1158114/000168316826002858/aaoi_8k.htm
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Source-grounded claims

279c6ed6ab8ea7a2bad9351158b2ee5a4c2922c1

APPLIED OPTOELECTRONICS, INC. entered into Purchase Agreement with SRPF D/Kirby Industrial, L.P. valued at $58,428,612.00 (effective 2026-04-07).

On April 7, 2026, Applied Optoelectronics, Inc. (the “Company”) entered into a Purchase and Sale Agreement (the “Purchase Agreement”) with SRPF D/Kirby Industrial, L.P. (the “Seller”), pursuant to which the Company agreed to acquire from the Seller certain real property and improvements located at 14621 Kirby Drive, Pearland, Texas 77047 and 11555 North Spectrum Boulevard, Pearland, Texas 77047, consisting of approximately 388,133 square feet in the aggregate, together with certain related personal property, intangible personal property, and assignable contract rights relating thereto (collectively, the “Property”).

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

Comparable filings

QMCO

Quantum raises $100M equity, converts all convertible notes to equity; Q4 revenue above guidance

QUANTUM CORP /DE/ June 2, 2026, 10:41 AM ET other_material Items 1.01, 2.02, 2.03, 3.02, 8.01, 9.01

same fact type: material_agreement same SEC item: 1.01, 2.03, 9.01 same event type: other_material similar materiality

This filing

On April 7, 2026, Applied Optoelectronics, Inc. (the “Company”) entered into a Purchase and Sale Agreement (the “Purchase Agreement”) with SRPF D/Kirby Industrial, L.P. (the “Seller”), pursuant to which the Company agreed to acquire from the Seller certain real property and improvements located at 14621 Kirby Drive, Pearland, Texas 77047 and 11555 North Spectrum Boulevard, Pearland, Texas 77047, consisting of approximately 388,133 square feet in the aggregate, together with certain related personal property, intangible personal property, and assignable contract rights relating thereto (collectively, the “Property”).

Comparable filing

In connection with the Private Placement, the Company entered into Registration Rights Agreements with the Investors, dated as of June 1, 2026 (the “PIPE Registration Rights Agreement”), pursuant to which the Company has agreed to (i) prepare and file a registration statement with the Securities and Exchange Commission (the “SEC”) covering the resale of the Common Stock sold in the Private Placement within 45 days of the closing of the Private Placement, (ii) use commercially reasonable efforts to have such registration statement declared effective within the time period set forth in the PIPE Registration Rights Agreement, and to keep such registration statement effective until the date that all registrable securities covered by such registration statement (a) have been sold, thereunder or pursuant to Rule 144, or (b) may be sold without volume or manner-of-sale restrictions pursuant to Rule 144 and without the requirement for 1 the Company to be in compliance with the current public i

Filing page SEC filing

USAR

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USA Rare Earth, Inc. June 2, 2026, 9:14 AM ET other_material Items 1.01, 2.03, 7.01, 9.01

same fact type: material_agreement same SEC item: 1.01, 2.03, 9.01 same event type: other_material similar materiality

This filing

On April 7, 2026, Applied Optoelectronics, Inc. (the “Company”) entered into a Purchase and Sale Agreement (the “Purchase Agreement”) with SRPF D/Kirby Industrial, L.P. (the “Seller”), pursuant to which the Company agreed to acquire from the Seller certain real property and improvements located at 14621 Kirby Drive, Pearland, Texas 77047 and 11555 North Spectrum Boulevard, Pearland, Texas 77047, consisting of approximately 388,133 square feet in the aggregate, together with certain related personal property, intangible personal property, and assignable contract rights relating thereto (collectively, the “Property”).

Comparable filing

On June 1, 2026, USA Rare Earth, Inc. (the “Company”) entered into a Lease Agreement (the “Lease”) with TC Liberty Development, LLC, a Delaware limited liability company (“Landlord”), for the lease of a to-be-constructed specialty rare earth magnet manufacturing facility located on Bear Den Road in Blacksburg, Cherokee County, South Carolina (the “Premises”).

Filing page SEC filing

FLY

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Firefly Aerospace Inc. June 2, 2026, 6:21 AM ET other_material Items 1.01, 9.01

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

This filing

On April 7, 2026, Applied Optoelectronics, Inc. (the “Company”) entered into a Purchase and Sale Agreement (the “Purchase Agreement”) with SRPF D/Kirby Industrial, L.P. (the “Seller”), pursuant to which the Company agreed to acquire from the Seller certain real property and improvements located at 14621 Kirby Drive, Pearland, Texas 77047 and 11555 North Spectrum Boulevard, Pearland, Texas 77047, consisting of approximately 388,133 square feet in the aggregate, together with certain related personal property, intangible personal property, and assignable contract rights relating thereto (collectively, the “Property”).

Comparable filing

On May 28, 2026, in connection with the pricing of the Offering, the Company entered into an underwriting agreement (the "Underwriting Agreement") with Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, Jefferies LLC and Wells Fargo Securities, LLC, as representatives of the several underwriters listed on Schedule I thereto

Filing page SEC filing

TPST

Tempest Therapeutics enters warrant exercise inducement for ~$2M; issues new warrants to purchase 2.34M shares at $1.73

Tempest Therapeutics, Inc. June 1, 2026, 7:13 PM ET other_material Items 1.01, 3.02, 9.01

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

This filing

On April 7, 2026, Applied Optoelectronics, Inc. (the “Company”) entered into a Purchase and Sale Agreement (the “Purchase Agreement”) with SRPF D/Kirby Industrial, L.P. (the “Seller”), pursuant to which the Company agreed to acquire from the Seller certain real property and improvements located at 14621 Kirby Drive, Pearland, Texas 77047 and 11555 North Spectrum Boulevard, Pearland, Texas 77047, consisting of approximately 388,133 square feet in the aggregate, together with certain related personal property, intangible personal property, and assignable contract rights relating thereto (collectively, the “Property”).

Comparable filing

On May 28, 2026, Tempest Therapeutics, Inc., a Delaware corporation (the “ Company ”), entered into a warrant exercise and inducement offer letter agreement (the “ Inducement Letter ”) with a holder of certain existing warrants to purchase shares of the Company’s common stock

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, 9.01 same event type: other_material similar materiality

This filing

On April 7, 2026, Applied Optoelectronics, Inc. (the “Company”) entered into a Purchase and Sale Agreement (the “Purchase Agreement”) with SRPF D/Kirby Industrial, L.P. (the “Seller”), pursuant to which the Company agreed to acquire from the Seller certain real property and improvements located at 14621 Kirby Drive, Pearland, Texas 77047 and 11555 North Spectrum Boulevard, Pearland, Texas 77047, consisting of approximately 388,133 square feet in the aggregate, together with certain related personal property, intangible personal property, and assignable contract rights relating thereto (collectively, the “Property”).

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

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BlockchAIn Digital Infrastructure, Inc. June 1, 2026, 4:57 PM ET other_material Items 1.01, 7.01, 9.01

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

This filing

On April 7, 2026, Applied Optoelectronics, Inc. (the “Company”) entered into a Purchase and Sale Agreement (the “Purchase Agreement”) with SRPF D/Kirby Industrial, L.P. (the “Seller”), pursuant to which the Company agreed to acquire from the Seller certain real property and improvements located at 14621 Kirby Drive, Pearland, Texas 77047 and 11555 North Spectrum Boulevard, Pearland, Texas 77047, consisting of approximately 388,133 square feet in the aggregate, together with certain related personal property, intangible personal property, and assignable contract rights relating thereto (collectively, the “Property”).

Comparable filing

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Filing page SEC filing

BBDC

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Barings BDC, Inc. June 1, 2026, 4:15 PM ET other_material Items 1.01, 1.02, 9.01

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

This filing

On April 7, 2026, Applied Optoelectronics, Inc. (the “Company”) entered into a Purchase and Sale Agreement (the “Purchase Agreement”) with SRPF D/Kirby Industrial, L.P. (the “Seller”), pursuant to which the Company agreed to acquire from the Seller certain real property and improvements located at 14621 Kirby Drive, Pearland, Texas 77047 and 11555 North Spectrum Boulevard, Pearland, Texas 77047, consisting of approximately 388,133 square feet in the aggregate, together with certain related personal property, intangible personal property, and assignable contract rights relating thereto (collectively, the “Property”).

Comparable filing

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Filing page SEC filing

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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, 9.01 same event type: other_material similar materiality

This filing

On April 7, 2026, Applied Optoelectronics, Inc. (the “Company”) entered into a Purchase and Sale Agreement (the “Purchase Agreement”) with SRPF D/Kirby Industrial, L.P. (the “Seller”), pursuant to which the Company agreed to acquire from the Seller certain real property and improvements located at 14621 Kirby Drive, Pearland, Texas 77047 and 11555 North Spectrum Boulevard, Pearland, Texas 77047, consisting of approximately 388,133 square feet in the aggregate, together with certain related personal property, intangible personal property, and assignable contract rights relating thereto (collectively, the “Property”).

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

Source: SEC EDGAR
accession 0001683168-26-002858

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