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Daily Dilution Report - Mar 24, 2026

Published: 3/24/2026

All Events

$WT (MC: $1.9B)

- New 4.50% Convertible Notes due 2031: $525M principal @ ~$21.58/share (~24.3M potential shares). Option for additional $78.75M notes (~3.6M potential shares).
- Exchanged $75M of 2026 convertible notes for ~6.81M shares.
- Exchanged $275M of 2029 convertible notes for ~$302.7M cash and ~4.19M shares.

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$SRZN (MC: $216M)

- New ATM Program established for up to $50M in common stock via TD Securities.
- PIPE deal second closing set to issue ~8.2M shares (or pre-funded warrants) @ $11.60 and ~4.1M Series E warrants @ $11.54.
- Total of ~7.4M outstanding warrants (pre-funded, Series A/B/E, common) at various exercise prices.

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$UMAC (MC: $622M)

- Direct Offering of 8.8M shares.
- Gross proceeds: $150M at $17.00/share.
- Funds for inventory, general corp. purposes, working capital.

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$ABR (MC: $1.5B)

- This Form 8-K filing for Arbor Realty Trust, Inc. ($ABR) describes a securitization transaction, which is a form of financing and not a direct stock dilution event for common shareholders in the traditional sense of issuing new equity. The company is issuing notes through a subsidiary, and a portion of these notes is purchased by a consolidated subsidiary of Arbor. This is a financing arrangement where Arbor is essentially borrowing against its assets through a securitization trust.
- The transaction involves the issuance of notes by a subsidiary and the purchase of some of those notes by another consolidated subsidiary. This is a financing mechanism and does not directly result in the issuance of new common stock that would dilute existing shareholders' ownership percentage.

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