---
schema_version: "secwatch.filing_event.v1"
accession: "0001829126-26-000686"
form_type: "8-K"
ticker: "AERT"
cik: "0001853044"
company_name: "Aeries Technology, Inc."
filed_at: "2026-01-28T23:59:59+00:00"
generated_at: "2026-05-16T07:06:42.359640+00:00"
event_type: "debt"
sentiment: "negative"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Aeries Technology amends Sandia forward purchase agreement; $1.8M outstanding with 15% interest

## Summary
- Outstanding amount of $1,812,063.23 recognized under amended Letter Agreement with Sandia.
- Amortization: $100,000 on March 31, 2026, then $75,000 monthly until paid in full.
- Interest accrues at 15% per annum, payable monthly starting January 2026 on the reduced balance.
- Designated Period for share sell-down extended until the Outstanding Amount is fully paid.
- Upon payment, Sandia returns or cancels shares valued at $1 per share; excess proceeds above $1.05 refunded.

## SEC filing metadata
- accession: 0001829126-26-000686
- form_type: 8-K
- ticker: AERT
- cik: 0001853044
- company_name: Aeries Technology, Inc.
- filed_at: 2026-01-28T23:59:59+00:00
- event_type: debt
- sentiment: negative
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 1.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1853044/000182912626000686/0001829126-26-000686-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1853044/000182912626000686/aeriestech_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001829126-26-000686
- JSON: https://secwatch.observer/filing/0001829126-26-000686.json
- Plain text: https://secwatch.observer/filing/0001829126-26-000686.txt

## Key facts
- Material Agreements
  Aeries Technology, Inc. amended Amendment No. 2 to Letter Agreement with Sandia Investment Management LP valued at Outstanding Amount of $1,812,063.23, with amortization and interest terms (effective 2026-01-22).
  - Action: amendment
  - Agreement: equity purchase
  - Counterparty: Sandia Investment Management LP
  - Value: Outstanding Amount of $1,812,063.23, with amortization and interest terms
  - Effective: 2026-01-22
  source text: On January 22, 2026, Aeries Technology, Inc. (“Aeries” or the “Company”) entered into Amendment No. 2 (“Amendment No. 2”) to the Letter Agreement, dated September 16, 2025 (as amended, the “Letter Agreement”), by and between the Company and Sandia Investment Management LP (“Sandia”) with respect to that certain Confirmation of OTC Equity Prepaid Forward Transaction, dated as of November 3, 2023, by and between the Company and Sandia, as amended by that certain Forward Purchase Agreement Confirmation Amendment, dated as of November 3, 2023, as amended and restated by that certain Confirmation of OTC Equity Prepaid Forward Transaction, dated as of November 27, 2024 (as amended and restated, the “Forward Purchase Agreement”).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1853044/000182912626000686/0001829126-26-000686-index.htm

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