secwatch / observer

Applied Aerospace & Defense, Inc. — fact timeline

Source-grounded facts extracted from Applied Aerospace & Defense, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

AADX Applied Aerospace & Defense, Inc. JSON
Governance Changes

Applied Aerospace & Defense, Inc.: Adopted amended and restated bylaws (effective 2026-06-02).

“On June 2, 2026, the Company filed a second amended and restated certificate of incorporation (the “Certificate of Incorporation”) with the Secretary of State of the State of Delaware and adopted an amended and restated bylaws (the “Bylaws”), each of which became effective on June 2, 2026.”
Governance Changes

Applied Aerospace & Defense, Inc.: Filed second amended and restated certificate of incorporation (effective 2026-06-02).

“On June 2, 2026, the Company filed a second amended and restated certificate of incorporation (the “Certificate of Incorporation”) with the Secretary of State of the State of Delaware and adopted an amended and restated bylaws (the “Bylaws”), each of which became effective on June 2, 2026.”
Material Agreements

Applied Aerospace & Defense, Inc. entered into Stockholders Agreement with AA&D Holdings, LP (effective 2026-06-04).

“In connection with the consummation of the IPO, the Company entered into the following additional agreements: • the Registration Rights Agreement, dated as of June 4, 2026, by and between the Company and AA&D Holdings, LP, a copy of which is filed as Exhibit 4.1 to this Current Report on Form 8-K and is incorporated by reference herein; and • the Stockholders Agreement, dated as of June 4, 2026, by and between the Company and AA&D Holdings, LP, a copy of which is filed as Exhibit 10.1 to this Current Report on Form 8-K and is incorporated by reference herein.”
Material Agreements

Applied Aerospace & Defense, Inc. entered into Registration Rights Agreement with AA&D Holdings, LP (effective 2026-06-04).

“In connection with the consummation of the IPO, the Company entered into the following additional agreements: • the Registration Rights Agreement, dated as of June 4, 2026, by and between the Company and AA&D Holdings, LP, a copy of which is filed as Exhibit 4.1 to this Current Report on Form 8-K and is incorporated by reference herein; and • the Stockholders Agreement, dated as of June 4, 2026, by and between the Company and AA&D Holdings, LP, a copy of which is filed as Exhibit 10.1 to this Current Report on Form 8-K and is incorporated by reference herein.”
Material Agreements

Applied Aerospace & Defense, Inc. entered into Underwriting Agreement with Morgan Stanley & Co. LLC, Jefferies LLC, BofA Securities, Inc. and RBC Capital Markets, LLC, as representatives of the several underwriters named therein (effective 2026-06-02).

“On June 2, 2026, Applied Aerospace & Defense, Inc. (the “Company”) entered into an underwriting agreement (the “Underwriting Agreement”) with Morgan Stanley & Co. LLC, Jefferies LLC, BofA Securities, Inc. and RBC Capital Markets, LLC, as representatives of the several underwriters named therein (collectively, the “Underwriters”), relating to the initial public offering (the “IPO”) of the Company’s common stock, par value $0.01 per share (the “Common Stock”).”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.