Daily Dilution Report - Apr 7, 2026
All Events
$HYAC (MC: $325M)
- Up to 55.9M Class A common shares to be issued for business combination & PIPE.
- Forward Purchase Agreement for up to 5M shares, preventing redemption.
- 250k Class A shares will remain outstanding; new employee stock & incentive plans approved.
$RWAY (MC: $250M)
- Issued 6.33M shares common stock as part of SWK acquisition.
- Each SWK share converted to 1.7264 RWAY shares or $20.59 cash + $0.74 cash.
- Assumed $30M in 9.00% Senior Notes due 2027 from SWK acquisition.
$URG (MC: $596M)
- S-3 Shelf Registration filed for $300M, allowing for future offerings of common shares, warrants, and debt.
- Issued $120M Convertible Senior Notes (4.75% due 2031) in Dec 2025; conversion price not stated.
- Amended At-the-Market (ATM) Program, operating under the $300M shelf registration.
$LBRX (MC: $682M)
- PIPE deals (Feb 2026): 3.3M shares at $21.17 & pre-funded warrants for 1.4M shares at $0.0001 EP.
- Series C Preferred Stock: 50M shares issued at $1.50 ($75M); 23.8M shares converted from notes at $1.50.
- Equity Plans: 2025 Plan has 2.9M shares reserved plus 5% annual evergreen increase; 2.4M options granted (avg EP $19.83).
$NB (MC: $705M)
- Amended Long-Term Incentive Plan approved, authorizing up to 11.3M Common Shares for awards.
- Shares used for exercise/tax withholding will not be added back to available shares.
- Warrants (NIOBW) are registered, but this 8-K lacks specific dilution details.
$VREOF (MC: $442M)
- Merger: 90.38M shares issued at $0.56 for Eaze Inc. merger.
- Earnout: Up to 90.38M shares contingent on EBITDA performance, price >= $1.05 after 2026.
- Future Incentive: 50M shares (10M/yr for 5 yrs) to CEO starting Jan 2027, contingent on ADTV.
$NUAI (MC: $238M)
- Two Convertible Notes (Zachary Yi Zhou) issued, $5M principal each ($10M total).
- Conversion price to be calculated based on future Qualified Equity Financing or 30-day VWAP.
- Notes may be prepaid in shares of Common Stock; includes a 1.02x repayment premium.