Source-grounded facts extracted from AtlasClear Holdings, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
AtlasClear Holdings, Inc. shareholders approved Ratification of the appointment of Haynie & Company as independent registered public accounting firm at the 2026-05-27 meeting.
“The stockholders of the Company approved the proposal to ratify the appointment of Haynie & Company as the Company’s independent registered public accounting firm for the fiscal year ending June 30, 2026. Votes For Votes Against Abstentions 56,816,612 2,292,692 196,493”
AtlasClear Holdings, Inc. shareholders approved Proposal to amend the Company's 2024 Equity Incentive Plan to increase the number of shares reserved by 15,000,000 at the 2026-05-27 meeting.
“The stockholders of the Company approved the proposal to approve an amendment to the Plan to increase the number of shares of the Company’s common stock reserved for issuance thereunder by 15,000,000. Votes For Votes Against Abstentions Broker Non-Votes 19,515,189 9,025,146 132,069 30,633,393”
AtlasClear Holdings, Inc. shareholders approved Election of six nominees for director at the 2026-05-27 meeting.
“The stockholders of the Company approved the proposal to elect each of the six directors named as nominees in the Proxy Statement, each to serve until the end of the annual general meeting of shareholders to be held in respect of the fiscal year ended June 30, 2027, or as to each, until their respective successors are elected and qualified, or their earlier death, resignation, disqualification or removal. Name Votes For Votes Withheld Broker Non-Votes John Schaible 25,729,484 2,942,920 30,633,393 Craig Ridenhour 25,725,762 2,946,642 30,633,393 Thomas Hammond 26,171,031 2,501,373 30,633,393 Sandip Patel 25,539,106 3,133,298 30,633,393 Robert Keyser 27,187,355 1,485,049 30,633,393 Steven Carlson 26,278,965 2,393,439 30,633,393”
AtlasClear Holdings, Inc. reported nine months ended March 31, 2026 results: revenue $13.5 million, net income $4.4 million, or $0.05 per diluted share, EPS $0.05 per diluted share.
“Inc. Reports Fiscal Third Quarter 2026 Results -Third Quarter Revenue Increased 65% Year-over-Year to $4.2 Million- -Fiscal Year-to-Date Revenue Increased 67% to $13.5 Million- -Legacy De-SPAC Liabilities Reduced by More Than 95% Since Fiscal Year-End 2024- -Stockholders’ Equity Improved to $22.3 Million from a $(6.8) Million Deficit at Fiscal”
AtlasClear Holdings, Inc. reported fiscal third quarter ended March 31, 2026 results: revenue $4.2 million.
“AtlasClear Holdings, Inc. Reports Fiscal Third Quarter 2026 Results -Third Quarter Revenue Increased 65% Year-over-Year to $4.2 Million-”
AtlasClear Holdings, Inc. entered into Purchase Agreement with Commercial Bancorp (effective 2026-02-05).
“On February 5, 2026, AtlasClear Holdings, Inc. (the “Company”) entered into a share purchase agreement (the “Purchase Agreement”) with Commercial Bancorp, a Wyoming corporation (“Commercial Bancorp”), and each of the shareholders of Commercial Bancorp (collectively, the “Sellers”).”
AtlasClear Holdings, Inc. issued unit to certain institutional investors (each, an "Investor"), including Funicular for purchase price of $0.60 per Unit.
“the Company entered into a securities purchase agreement (the "Equity SPA") with certain institutional investors (each, an "Investor"), including Funicular, pursuant to which the Company agreed to issue and sell, in a private placement, units of securities (each, a "Unit"), for a purchase price of $0.60 per Unit.”
AtlasClear Holdings, Inc. issued convertible note to Funicular Funds, LP for purchase price of $10,000,000.
“Pursuant to the Restated SPA, the Company issued and sold to Funicular, for a purchase price of $10,000,000, an amended and restated convertible promissory note, dated October 8, 2025”
AtlasClear Holdings, Inc. issued Convertible promissory notes, convertible into equity at the closing of a Qualified Financing at the same per share price as the securities sold in the Qualifie of convertible note to certain institutional investors for gross purchase price of $3,000,000 in cash, reflecting a 20% original issue discount on the principal amount of $3,600,000.
“On September 16, 2025, AtlasClear Holdings, Inc. (the “Company”) entered into separate securities purchase agreements (each, a “Securities Purchase Agreement”) with certain institutional investors (each, an “Investor”) under which the Company agreed to issue and sell, in a private placement, convertible promissory notes (each, a “Note” and collectively, the “Notes”) for an aggregate principal amount of $3,600,000, for a gross purchase price of $3,000,000, reflecting a 20% original issue discount, before fees and other expenses.”
AtlasClear Holdings, Inc. incurred convertible notes of aggregate principal amount of $3,600,000 with certain institutional investors at The Notes do not bear interest maturing the earlier of six months from issuance or the date that the Company completes a Qualified Financing.
“On September 16, 2025, AtlasClear Holdings, Inc. (the “Company”) entered into separate securities purchase agreements (each, a “Securities Purchase Agreement”) with certain institutional investors (each, an “Investor”) under which the Company agreed to issue and sell, in a private placement, convertible promissory notes (each, a “Note” and collectively, the “Notes”) for an aggregate principal amount of $3,600,000”
Robert McBey resigned as director at AtlasClear Holdings, Inc..
“On January 3, 2025, Robert McBey resigned as a director of AtlasClear Holdings, Inc.”
AtlasClear Holdings, Inc.: Reduced quorum for stockholder meetings from majority of voting power to 33.3% of voting power (effective 2024-12-19).
“the Company’s Board of Directors (the “Board”) approved the amendment of the Company’s Amended and Restated Bylaws, effective as of that date (the “Bylaws Amendment”), to reduce the quorum required for the transaction of business at stockholder meetings from the holders of a majority of the voting power of the Company’s outstanding shares of stock to the holders of 33.3% of the voting power of the Company’s outstanding shares of stock.”
Mark S. Smith was appointed as Independent Director at 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.”
James Tabacchi resigned as Director at 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.”
Steven Carlson resigned as Director at 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.”
AtlasClear Holdings, Inc. engaged Haynie & Company as its auditor.
“pproved the appointment of Haynie & Company (“Haynie”) as the Company’s independent registered public”
AtlasClear Holdings, Inc. dismissed Marcum LLP as its auditor.
“Marcum LLP (“Marcum”), Quantum’s independent registered public accounting firm prior to the Business Combination, was informed on February 15, 2024, that it will be dismissed as the Company’s independent registered public accounting firm, effective February 15, 2024.”
AtlasClear Holdings, Inc. completed an acquisition involving Wilson-Davis & Co., Inc. (closed 2024-02-09).
“Prior to the Closing, pursuant to the (i) Contribution Agreement (as defined in the Business Combination Agreement), AtlasClear received certain assets from Atlas FinTech and Atlas Financial Technologies Corp., a Delaware corporation, and (ii) Broker-Dealer Acquisition Agreement (as defined in the Business Combination Agreement), completed the acquisition of broker-dealer, Wilson-Davis & Co., Inc. (“Wilson-Davis”).”
AtlasClear Holdings, Inc. underwent a change of control involving Quantum FinTech Acquisition Corporation (closed 2024-02-09).
“On February 9, 2024 (the “Closing Date”), the registrant consummated the previously announced transactions pursuant to that certain Business Combination Agreement, dated November 16, 2022 (as amended, the “Business Combination Agreement”), by and among the registrant, Quantum FinTech Acquisition Corporation (“Quantum”), Calculator Merger Sub 1, Inc., a Delaware corporation and a wholly-owned subsidiary of the registrant (“Merger Sub 1”), Calculator Merger Sub 2, Inc., a Delaware corporation and a wholly-owned subsidiary of the registrant (“Merger Sub 2”), AtlasClear, Inc., a Wyoming corporation (“AtlasClear”), Atlas FinTech Holdings Corp., a Delaware corporation (“Atlas FinTech”) and Robert McBey.”
AtlasClear Holdings, Inc. incurred convertible notes of $7,971,000 with Wilson-Davis Sellers at 13% per annum maturing 24 months after Closing Date.
“as follows: (i) $5,000,000 in aggregate principal amount of notes due 90 days after the Closing Date (the “Short-Term Notes”) and (ii) $7,971,000 in aggregate principal amount of notes due 24 months after the Closing Date (the “Long-Term Notes” and, together with the Short-Term Notes, the “Seller Notes”). The Short-Term Notes accrue interest at a rate of 9% per annum, payable quarterly in arrears, in shares of Common Stock at a rate equal to 90% of the trailing seven-trading day volume weighted average price of the Common Stock (“VWAP”) prior to payment (or, at the Company’s option, cash), and are convertible at the option of the holder at any time during the continuance of an event of default, at a rate equal to 90% of the trailing seven-trading day VWAP prior to conversion. The Long-Term Notes accrue interest at a rate of 13% per annum, payable quarterly in arrears, in shares of Common Stock at a rate equal to 90% of the trailing seven-trading day VWAP prior to payment (or, at the Co”
AtlasClear Holdings, Inc. incurred convertible notes of $5,000,000 with Wilson-Davis Sellers at 9% per annum maturing 90 days after Closing Date.
“as follows: (i) $5,000,000 in aggregate principal amount of notes due 90 days after the Closing Date (the “Short-Term Notes”) and (ii) $7,971,000 in aggregate principal amount of notes due 24 months after the Closing Date (the “Long-Term Notes” and, together with the Short-Term Notes, the “Seller Notes”). The Short-Term Notes accrue interest at a rate of 9% per annum, payable quarterly in arrears, in shares of Common Stock at a rate equal to 90% of the trailing seven-trading day volume weighted average price of the Common Stock (“VWAP”) prior to payment (or, at the Company’s option, cash), and are convertible at the option of the holder at any time during the continuance of an event of default, at a rate equal to 90% of the trailing seven-trading day VWAP prior to conversion.”
AtlasClear Holdings, Inc. entered into Funicular Note with Funicular Funds, LP valued at Secured convertible promissory note; principal $6,000,000; purchase price $6,000,000; maturity Novem (effective 2024-02-09).
“On February 9, 2024, the Company and Quantum entered into a securities purchase agreement (the "Purchase Agreement") with Funicular Funds, LP, a Delaware limited partnership ("Funicular"), pursuant to which the Company sold and issued to Funicular, on that date, a secured convertible promissory note in the principal amount of $6,000,000 (the "Funicular Note") for a purchase price of $6,000,000, in a private placement (the "Note Financing").”
AtlasClear Holdings, Inc. amended Broker-Dealer Acquisition Agreement Amendment No. 9 with Wilson-Davis sellers; Quantum Ventures LLC (Sponsor) valued at Sponsor agreed to transfer 885,010 Founder Shares at closing (aggregate value $6 million); may trans (effective 2024-02-07).
“Quantum Ventures LLC (the "Sponsor") also entered into Amendment No. 9, for the limited purpose of agreeing to transfer certain Founder Shares owned by the Sponsor to the Wilson-Davis Sellers.”
AtlasClear Holdings, Inc. amended Broker-Dealer Acquisition Agreement Amendment No. 8 with Wilson-Davis sellers valued at reduced total purchase price by $5 million; reduced cash payable at closing to $8 million; balance p (effective 2024-01-09).
“Amendments to Broker-Dealer Acquisition Agreement Prior to the Closing, AtlasClear and the Company entered into two amendments to the Broker-Dealer Acquisition Agreement with Wilson-Davis and the then-owners of Wilson-Davis (the "Wilson-Davis Sellers"), Amendment No. 8 dated January 9, 2024 ("Amendment No. 8") and Amendment No. 9 dated February 7, 2024 ("Amendment No. 9" and, together with Amendment No. 8, the "Amendments").”
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.