STOCK TITAN

Bonk, Inc. Announces $4.0 Million Preferred Stock Redemption and Anti-Dilution Waiver

Bonk spends $4 million to cut its Series A preferred stack by over a quarter and eliminate anti-dilution protections held by Core4.

(Neutral)
Tags

Bonk (BNKK) entered a definitive Preferred Stock Redemption Agreement on September 4, 2026 to repurchase and retire 26,667 Series A preferred shares from Core4 Capital for $4.0 million.

This reduces Core4’s Series A preferred holdings from 100,000 to 73,333 shares, a 26.67% cut in the outstanding Series A, with all redeemed shares cancelled and returned to unissued status. Core4 has given a full, irrevocable waiver and standdown of all anti-dilution protections tied to its Series A preferred, including price-based and ratchet mechanisms, removing a structural dilution overhang for common shareholders. In connection with the deal, Core4 also granted a comprehensive general release of past, present, and potential legacy claims related to its investment, while the remaining 73,333 preferred shares would, in a merger, convert into 1,516,873 Bonk common shares.

Loading...
Loading translation...

Positive

  • $4.0 million used to redeem and retire 26,667 Series A preferred shares
  • Series A preferred holdings cut from 100,000 to 73,333 shares, a 26.67% reduction
  • Core4 waives all Series A anti-dilution rights, removing ratchet-based dilution risk
  • Redeemed shares returned to unissued status, shrinking senior liquidation and voting overhang
  • Core4 grants a comprehensive release of legacy claims tied to its investment

Negative

  • Transaction requires a $4.0 million cash outlay by Bonk
  • Core4 still holds 73,333 preferred shares, convertible into 1,516,873 common in a merger

Market Context

The Aug. 14 10-Q reported $214,475 in cash and a $7.88 million net loss; that reported balance-sheet...
Analysis

The Aug. 14 10-Q reported $214,475 in cash and a $7.88 million net loss; that reported balance-sheet context was directly relevant to the company's announced preferred-stock redemption.

Key Figures

Redemption price: $4.0 million Preferred shares redeemed: 26,667 shares Preferred stock reduction: 26.67% +2 more
Redemption price
$4.0 million
Aggregate purchase price for Series A Preferred Stock
Preferred shares redeemed
26,667 shares
Series A Preferred Stock purchased and retired
Preferred stock reduction
26.67%
Direct reduction in total Series A Preferred Stock
Remaining preferred shares
73,333 shares
Core4 holdings following the redemption
Merger conversion amount
1,516,873 shares
Common Stock conversion associated with the remaining Preferred Shares

Historical Context

1 past event · Latest: Aug 17
1 event
  1. Aug 17

    H1 2026 earnings

    24h Move
    -9.7%

    Reported H1 balance-sheet de-risking alongside a $7.88 million net loss

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

anti-dilution, full-ratchet, weighted-average, liquidation preferences
4 terms
anti-dilution financial
"waived, relinquished, and stood down from any and all anti-dilution rights"
A provision that protects an investor’s ownership stake or the value of convertible securities when a company issues new shares at a lower price. It adjusts the investor’s number of shares or the conversion price so their percentage of ownership or economic interest isn’t unfairly reduced — like getting a bigger slice of cake if the baker cuts more pieces, preserving your share of the whole.
full-ratchet financial
"all price-based, full-ratchet, weighted-average, broad-based"
An anti-dilution clause in investment agreements that resets the price at which earlier preferred shares convert into common stock to the lowest price paid in a later financing, regardless of how many new shares were issued. It matters to investors because it protects early investors from losing ownership percentage when a company sells new shares at a lower price, much like redoing a group bill so someone who paid more gets refunded to match the lowest price.
weighted-average financial
"full-ratchet, weighted-average, broad-based, and narrow-based anti-dilution"
A weighted-average is an average that gives different items different levels of importance based on their size or relevance, like averaging grades where a final exam counts more than a quiz. Investors use weighted-averages to get a more accurate picture when components vary in size—for example to calculate per-share figures, average prices, or blended interest—so the result reflects the items that matter most rather than treating everything equally.
liquidation preferences financial
"shrinking senior liquidation preferences, voting preferences"
Liquidation preferences are contract terms that determine who gets paid first and how much when a company is sold, merged, or shuts down. Think of them like a special checkout lane that lets certain investors reclaim a set amount—often their original investment or a multiple—before other owners receive any proceeds; this protection changes how much different stakeholders can expect to get from an exit and influences investment value and negotiating power.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
  • Redeems and Retires 26,667 Series A Preferred Shares, Directly Reducing Senior Preferred Overhang by Over 26%
  • Secures Full, Irrevocable Waiver and Standdown of All Anti-Dilution Protections across Series A Preferred Stock
  • Eliminates Key Structural Market Overhang, Paving the Way for Potential Long-Term Growth and M&A Flexibility
  • Includes Comprehensive Release of Claims, Strengthening Corporate Governance and Balance Sheet Alignment

TEMPE, AZ / ACCESS Newswire / September 11, 2026 / Bonk, Inc. (Nasdaq:BNKK) ("Bonk" or the "Company"), a digital asset infrastructure and consumer brand holding company, today announced that on September 4, 2026, it entered into a definitive Preferred Stock Redemption Agreement with Core4 Capital Holdings Corp ("Core4"), an Ohio corporation. Under the terms of the agreement, the Company has agreed to purchase and retire 26,667 shares of its Series A Preferred Stock ("Preferred Shares") from Core4 for an aggregate purchase price of $4.0 million ($4,000,000.00).

This strategic transaction marks a major milestone in Bonk, Inc.'s ongoing commitment to capital structure optimization, balance sheet de-risking, and the proactive protection of common shareholder equity value.

"This redemption agreement represents a decisive win for Bonk, Inc. and a huge milestone for our common shareholders," stated Jarrett Boon, CEO of Bonk, Inc. "By investing $4 million to retire over a quarter of our Series A Preferred Stock and permanently eliminating restrictive anti-dilution provisions, we have taken direct action to defend shareholder value, clean up our capital structure, and establish a clear, frictionless runway for future corporate growth."

Improving the Capital Structure: Why This Decision Drives Shareholder Value

1. Permanent Removal of Anti-Dilution Overhang

As a material part of the consideration for the transaction, Core4 has irrevocably and unconditionally waived, relinquished, and stood down from any and all anti-dilution rights, protections, and adjustments with respect to its Preferred Shares. This includes all price-based, full-ratchet, weighted-average, broad-based, and narrow-based anti-dilution provisions.

  • Shareholder Impact: The elimination of anti-dilution provisions removes a major legacy structural overhang. Existing common shareholders are now fully protected against potential ratchet-driven dilution in future corporate actions or capital market cycles.

2. Immediate Reduction of Preferred Senior Preference

By redeeming 26,667 shares, Bonk, Inc. permanently reduces Core4's preferred stock holdings from 100,000 shares to 73,333 shares-a 26.67% direct reduction in total Series A Preferred Stock.

  • Shareholder Impact: All redeemed shares are officially retired and restored to unissued status, shrinking senior liquidation preferences, voting preferences, and potential future share issuance overhang under the May 2, 2025 Certificate of Designation.

3. Clear Path for Strategic Growth and M&A Alignment

The agreement formally clarifies that following the consummation of the transaction, Core4 will hold 73,333 Preferred Shares, which, in the event of a merger, convert into 1,516,873 shares of Common Stock of the Company. Furthermore, Core4 has surrendered all voting, liquidation, conversion, and notice rights associated with the redeemed block.

  • Shareholder Impact: We believe this streamlines Bonk's capital structure thereby potentially improving Bonk'sappeal to institutional investors and expanding the Company's strategic flexibility for accretive mergers and acquisitions.

4. Complete Clean Slate and Legal Release

In connection with the transaction, Core4 has agreed to a comprehensive general release of all past, present, and potential legacy claims against Bonk, Inc. arising from Core4's investment in the Company, delivering total operational stability and legal alignment.

"Removing price-based anti-dilution mechanisms provides total clarity and alignment across our entire equity base," added Mitchell Rudy ("Nom"), Core Contributor to BONK. "This move demonstrates disciplined corporate leadership-using capital strategically to eliminate financial overhangs while positioning the company to execute on major strategic initiatives without structural headwinds."

About Bonk, Inc.

Bonk, Inc. (Nasdaq: BNKK) is a holding company operating at the intersection of digital asset infrastructure, decentralized ecosystem monetization, and premium consumer goods. Bonk focuses on building and monetizing recurring high-margin cash flow channels across web3 infrastructure while maintaining consumer brand assets.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact contained in this press release are forward-looking statements. These forward-looking statements are subject to a number of risks, uncertainties, and assumptions, including those described in Bonk, Inc.'s filings with the SEC, including its Quarterly Report on Form 10-Q for the period ended June 30, 2026, and Current Report on Form 8-K filed on September 9, 2026. Actual results may differ materially from those stated or implied in forward-looking statements.

Investor Relations & Media Contact:

Bonk, Inc. Investor Relations
60 E Rio Salado Prkwy Suite 900, Tempe AZ 85281
Phone: (561) 244-7100 | Email: ir@bonkinc.com | Website: www.bonkinc.com

SOURCE: Bonk, Inc.



View the original press release on ACCESS Newswire

FAQ

Who is the counterparty in Bonk’s preferred stock redemption?

The counterparty is Core4 Capital Holdings Corp, an Ohio corporation, which agreed to sell 26,667 Series A preferred shares back to Bonk.

What specific rights did Core4 surrender on the redeemed preferred shares?

On the redeemed block, Core4 surrendered all voting, liquidation, conversion, and notice rights, and those shares were retired and restored to unissued status.

How many Bonk common shares could Core4’s remaining preferred convert into in a merger?

After the transaction, Core4 holds 73,333 Series A preferred shares, which would convert into 1,516,873 Bonk common shares in the event of a merger.

Keep reading