Departed
Robert McBey
director
ATCH ·
AtlasClear Holdings, Inc.
On January 3, 2025, Robert McBey resigned as a director of AtlasClear Holdings, Inc.
Ready 8-Ks
26
Latest filing
June 1, 2026, 4:24 PM ET
Top materiality
0.80
Event mix
other_material ×12 · earnings ×5 · leadership ×5
Sentiment
9 pos · 2 neg · 15 neu
Latest earnings
reported 2026-Q3
Executive change
recent →
Recent 8-K filings for ATCH
Highest-materiality recent filing
AtlasClear Q2 revenue up 84% YoY to $5.1M; equity turns positive at $21.7M
- Revenue $5.1M, up 84% YoY from $2.7M; net income $6.8M.
- Stockholders' equity turned positive to $21.7M vs. deficit of $(6.8)M at June 30, 2025.
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AtlasClear shareholders approve 15M share increase to 2024 Equity Incentive Plan
Authorized shares under Plan increased by 15,000,000 from 590,046 to 15,590,046.
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All six director nominees (Schaible, Ridenhour, Hammond, Patel, Keyser, Carlson) elected with votes for each between 25.5M and 27.2M.
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AtlasClear Q3 revenue $4.2M (+65% YoY); net income $4.4M YTD vs prior loss
Revenue $4.2M (+65% YoY); nine-month revenue $13.5M; net income $4.4M ($0.05 diluted EPS).
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AtlasClear Holdings corrects proxy disclosure on quorum and equity plan share reserve
Quorum at annual meeting requires at least 33.3% of voting power of outstanding shares present or represented.
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AtlasClear Q2 revenue up 84% YoY to $5.1M; equity turns positive at $21.7M
Revenue $5.1M, up 84% YoY from $2.7M; net income $6.8M.
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AtlasClear to acquire Commercial Bancorp (Farmers State Bank) in mostly equity deal
Acquires 100% of Commercial Bancorp, parent of profitable Federal Reserve member bank Farmers State Bank.
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AtlasClear subsidiary Wilson-Davis Oct revenue +113% YoY, net income +169%
Wilson-Davis October revenue $3.05M, up 113% from $1.43M in Oct 2024.
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AtlasClear Q1 rev $4.25M (+52% YoY); nets $20M financing, clears going concern
Revenue of $4.25M, up 52% from $2.8M in Q1 FY2025.
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AtlasClear subsidiary Wilson-Davis Q1 FY2026 net income up 49% YoY to $900K
Net income $900,475 (+49% YoY); revenue $4,253,741 (+51% YoY).
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AtlasClear announces $20M financing: $10M convertible debt + $10M equity units at $0.60/unit
$10M convertible note: 11% coupon, 5-year maturity, conversion at $0.75/share.
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AtlasClear reduces De-SPAC debt 83% to ~$8.9M; equity up $43M; signs third clearing client
De-SPAC debt and penalties reduced from $52.6M (June 2024) to ~$8.9M as of Sept 29, 2025.
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AtlasClear raises $2M via convertible notes with insiders; appoints new CFO and board member
Additional $2.4M principal convertible notes issued at 20% OID for gross proceeds of $2M; insiders purchased $1.45M.
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AtlasClear secures $3M convertible note financing; additional $2M possible
Gross proceeds $3M ($3.6M principal due to 20% OID); notes mature in 6 months or upon $10M+ equity raise.
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AtlasClear board member Mark Smith resigns; Robert D. Keyser appointed
Mark Smith resigned from board of directors on Aug 4, 2025; no disagreements with operations.
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AtlasClear Holdings Reports 6.2M Shares Outstanding and $4.1M Convertible Debt Conversion
AtlasClear Holdings has 6,244,125 shares of common stock outstanding as of March 11, 2025.
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Director Robert McBey resigns from AtlasClear Holdings board
Robert McBey resigned as director effective January 3, 2025.
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AtlasClear enters $45M financing with Hanire and extends Funicular note maturity
Entered securities purchase agreement with Hanire for up to 333,333 shares at $15.00/share (post 1-for-60 reverse split) and $40M convertible note at 12% simple interest.
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AtlasClear CFO resigns, quorum threshold lowered to 33.3%
CFO Richard Barber resigned effective December 19, 2024; will assist transition.
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AtlasClear Holdings removes CEO Robert McBey; appoints Jeff Sime as WDCO CEO
Board removed Robert McBey as CEO of AtlasClear and subsidiary WDCO, effective Dec 10, 2024.
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AtlasClear settles with Chardan, restructures $5.21M note; shareholders approve reverse stock splits
Settlement with Chardan: original $4.15M note exchanged for amended $5.21M non-interest-bearing convertible note (matures Feb 9, 2028); conversion at 95% of VWAP.
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AtlasClear appoints Mark S. Smith to board; brings crypto and digital assets expertise
Mark S. Smith appointed as independent director effective Sept 23, 2024, filling vacancies from resignations of Steven Carlson and James Tabacchi.
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Two directors resign from AtlasClear board effective August 28, 2024
Steven Carlson resigned as a director effective August 28, 2024.
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AtlasClear Holdings changes fiscal year end from Dec 31 to June 30
Board of directors approved change of fiscal year end to June 30, effective immediately.
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AtlasClear enters $10M ELOC agreement with Tau Investment Partners
Agreement allows AtlasClear to sell up to $10M of common stock to Tau over 24 months.
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AtlasClear delays registering Chardan Note shares amid FINRA claim; issues 145K shares for interest
Quantum LLC filed a FINRA arbitration claim against Chardan Capital Markets regarding the $4.15M convertible note from Feb 2024.
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Wilson-Davis posts Q1 FY2024 net loss of $290K; AtlasClear files pro forma combined statements
Wilson-Davis revenue of $1.83M, down 13% YoY from $2.11M; net loss deepened to $290K from $194K.
Executive changes
Appointed
Mark S. Smith
Independent Director
ATCH ·
AtlasClear Holdings, Inc.
On September 23, 2024, the board of directors (the “Board”) of AtlasClear Holdings, Inc. (the “Company”) appointed Mark S. Smith to serve as an independent director of the Company, effective immediately, to fill one of the vacancies created by the previously announced resignations of Steven Carlson and James Tabacchi.
Departed
Steven Carlson
Director
ATCH ·
AtlasClear Holdings, Inc.
On August 28, 2024, Steven Carlson and James Tabacchi each resigned as a director of AtlasClear Holdings, Inc. (the “Company”), effective as of such date.
Departed
James Tabacchi
Director
ATCH ·
AtlasClear Holdings, Inc.
On August 28, 2024, Steven Carlson and James Tabacchi each resigned as a director of AtlasClear Holdings, Inc. (the “Company”), effective as of such date.
Earnings & guidance
Materiality & sentiment trend
Max materiality 0.80 · Median 0.62 · Most common event other_material