Host Digital Inc. (HOST) authorized repurchases of up to $15 million of its Class A common stock. The program began October 19, 2026 and expires October 19, 2027; Host Digital may modify, suspend or discontinue it at any time and is not required to repurchase a specific number of shares. The company does not expect to begin repurchases or adopt a Rule 10b5-1 trading plan until it is in an open trading window. Timing, method, price and volume are at the company’s discretion, and Host Digital says its top priority remains financing, developing and delivering its contracted projects.
Site I in northeast Oklahoma is an energized facility with 55 megawatts of gross power and 43 megawatts of critical IT load. Its 15-year take-or-pay lease represents approximately $1.25 billion in base-term contracted revenue, with rent increasing 3% annually; delivery to the tenant is targeted for the first quarter of 2027. The lease is expected to be supported by a backstop from a U.S.-based, investment-grade global technology company. Host Digital also continues to pursue acquiring a second energized, leased site in northeast Oklahoma from its sponsor.
Host Digital Inc. issued a shareholder update from CEO Harmol Samra describing its data-center development and financing strategy. At Site I in northeast Oklahoma, the company reports a 15-year take-or-pay lease, with rent of about $67 million in year one, rising 3% annually, and about $1.25 billion in contracted revenue over the base term. The customer pays operating expenses, including electricity. Site I has 55 megawatts of power available; delivery and rent commencement are targeted for the first quarter of 2027.
Host says the lease is expected to receive a backstop from a U.S.-based, investment-grade global technology company and that it does not need additional equity to fund Site I; finalizing project financing is one of its stated milestones. Site II, a second energized northeast Oklahoma site, has a signed 12-year take-or-pay lease with roughly $391 million in base rent. Samra also said Host's market valuation was about $385 million when its offering closed in September and under $100 million at the time of the update.
Host Digital Inc. (HOST) is registering for resale by selling stockholders, from time to time, up to 45,385,000 shares of Class A common stock; Host will receive no proceeds from resale sales. No securities may be sold until the registration statement is effective. The table lists selling-stockholder maximums, including 2,698,413 shares for Graham Credit Opportunities Ltd. and 19,788,360 shares for Graham Macro Strategic Ltd.
Each pre-funded warrant has an exercise price of $0.0001 per share; if all 19,888,093 warrants are exercised for cash, Host would receive approximately $1,989, which it expects to use primarily for working capital and general corporate purposes. Host completed its merger with Host LLC on September 17, 2026, and its legacy natural and organic grocery operations continue as a division. The company describes a strategy to develop and operate U.S. data centers for AI and high-performance computing. A separate offering of 2,187,500 shares at $8.00 per share closed September 21, 2026, generating approximately $17.5 million in gross proceeds before discounts, commissions and offering expenses.
Host Digital Inc. agreed to register for resale up to 342,864 shares of Class A common stock held by certain stockholders. Effective October 1, 2026, the company also granted employees an aggregate of 342,864 shares of restricted stock, including 74,286 shares to Chief Financial Officer John Ollet. Host Digital is obligated to prepare and file a shelf registration statement within 30 calendar days following September 17, 2026, subject to certain exceptions, and use commercially reasonable efforts to keep it effective until all relevant registrable securities have been sold. Mr. Ollet’s shares are scheduled to vest in full on November 30, 2026, subject to his not voluntarily resigning or being terminated for cause, as determined in good faith by the Board’s compensation committee.
Host Digital Inc. CFO John Ollet acquired 74,286 shares of Class A Common Stock on October 1, 2026, through a restricted stock award scheduled to vest in full on November 30, 2026. His reported direct holdings after the award were 113,351 shares; that post-transaction figure was adjusted for the issuer’s 1-for-35 reverse stock split effected August 28, 2026.
Host Digital Inc. (HCWC) issued CEO Harmol Samra’s shareholder letter describing the data-center business brought into the public company through its merger. Host develops and operates facilities for AI and other demanding computing, leasing buildings, power and cooling under long-term take-or-pay leases; customers supply their own computers and chips. Site I in northeast Oklahoma has a signed 15-year lease for 55 megawatts of gross capacity, designed for 43 megawatts of critical IT capacity. The lease provides approximately $1.25 billion of contracted base-term rent, including approximately $67 million in year one and 3% annual increases; payments begin after required delivery.
Host targets Site I delivery in the first quarter of 2027 and is pursuing a loan secured by the site and lease to fund remaining buildout. The company reports approximately $40 million in cash investment and $17.5 million raised in a recent offering before fees and expenses. The Sponsor has four additional sites with more than 450 megawatts of potential gross power capacity that could be delivered to tenants by the end of 2027. The Sponsor is controlled by Host founders, including Samra; independent directors review proposed acquisitions, and the full board reviews and approves them.
Host Digital Inc. (HCWC) reported that 10X Master LLC directly held 10,119,047 shares of Class A Common Stock, reported indirectly by ten-percent owner Thomas Hans, the LLC’s sole member and managing member. On September 17, 2026, Host DI units, including 450 common units held by Hans, were converted into the right to receive Class A shares or pre-funded warrants; Hans elected to receive shares for his 450 units.
Host Digital Inc. (HCWC) identifies Omar Ayaz Hussein as a director in a Form 3 filing.