STOCK TITAN

Red Cat Holdings (NASDAQ: RCAT) adds 3.59M shares as underwriters exercise option

Filing Impact
(High)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Red Cat Holdings, Inc. reports that underwriters have fully exercised their option to purchase an additional 3,590,425 shares of common stock in connection with its recent offering. This is on top of 23,936,171 shares previously sold at a public price of $9.40 per share under an underwriting agreement.

The additional shares were purchased on May 18, 2026, under a Form S-3ASR shelf registration. The company plans to use the net proceeds for general corporate purposes and to accelerate strategic growth initiatives, including acquisitions, business expansion, research and development, capital expenditures and working capital.

Positive

  • None.

Negative

  • None.
Item 8.01 Other Events Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Base offering size 23,936,171 shares Common stock sold at $9.40 per share under underwriting agreement
Public offering price $9.40 per share Price to the public for 23,936,171 common shares
Option shares exercised 3,590,425 shares Underwriters’ 30-day option, fully exercised and purchased May 18, 2026
Registration statement Form S-3ASR File No. 333-295792 Automatic shelf registration effective May 12, 2026
Underwriting Agreement financial
"entered into an underwriting agreement (the “Underwriting Agreement”) with Evercore Group L.L.C."
An underwriting agreement is a contract where a company selling new stocks or bonds hires financial firms to buy those securities and resell them to investors. It matters because the agreement sets the offering price, number of securities, fees and which party bears the risk if sales fall short—think of it as a promise that the sale will happen and a roadmap investors can use to understand how the new securities reach the market.
Option Shares financial
"a 30-day option to purchase up to 3,590,425 additional shares of common stock (the “Option Shares”)."
Form S-3ASR regulatory
"registration statement on Form S-3ASR (File No. 333-295792) that was automatically effective"
Form S-3ASR is a type of SEC registration that lets large, well-known public companies pre-register securities so they can be sold quickly when needed, similar to having a pre-approved credit line they can draw on at short notice. For investors, it matters because it signals a company's readiness to raise cash fast, which can affect share supply and price (dilution) and reveal how easily the company can fund growth or handle short-term needs.
base prospectus financial
"a related base prospectus and prospectus supplements thereunder."
A base prospectus is a detailed document that provides essential information about a financial offering, such as a bond or share issue. It acts like a comprehensive guide for investors, explaining what the investment involves, the risks involved, and how the process works. This helps investors make informed decisions before committing their money.
prospectus supplements financial
"a related base prospectus and prospectus supplements thereunder."
A prospectus supplement is an official add-on to a securities prospectus that provides new or updated details about a specific stock, bond, or other offering, such as terms, risks, or financial data. Investors use it like a product label update—checking it tells them what exactly is being offered, any changes from the original plan, and whether the investment's risks, size, or price have shifted, which can affect buy, hold, or sell decisions.
false 0000748268 0000748268 2026-05-14 2026-05-14 iso4217:USD xbrli:shares iso4217:USD xbrli:shares

 

 

 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

FORM 8-K

 

CURRENT REPORT

Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934

 

Date of Report (Date of earliest event reported): May 14, 2026

 

Red Cat Holdings, Inc.

(Exact name of registrant as specified in its charter)

 

Nevada   001-40202   88-0490034
(State or other jurisdiction
of incorporation)
  (Commission
File Number)
  (I.R.S. Employer
Identification No.)

 

15 Ave. Munoz Rivera Ste 2200

San Juan, PR

(Address of principal executive offices)

 

00901

(Zip Code)

 

Registrant’s telephone number, including area code: (800) 466-9152

 

Not Applicable

(Former name or former address, if changed since last report)

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

¨  Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
   
¨  Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
   
¨  Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
   
¨  Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class   Trading Symbol(s)   Name of each exchange on which registered
Common stock, par value $0.001   RCAT   The Nasdaq Capital Market

 

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

 

Emerging growth company ¨

 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

 

 

 

 

 

 

Item 8.01. Other Events.

 

As previously disclosed, on May 12, 2026, Red Cat Holdings, Inc. (the “Company”) entered into an underwriting agreement (the “Underwriting Agreement”) with Evercore Group L.L.C. and BofA Securities, Inc., as representatives of the underwriters named therein (the “Underwriters”), related to the offer and sale of shares of the Company’s common stock (the “Offering”). The Underwriting Agreement provided for the offer and sale by the Company, and the purchase by the Underwriters, of 23,936,171 shares of the Company’s common stock at a price to the public of $9.40 per share. Pursuant to the Underwriting Agreement, the Company granted the Underwriters a 30-day option to purchase up to 3,590,425 additional shares of common stock (the “Option Shares”). On May 14, 2026, the Underwriters exercised in full their option and on May 18, 2026, the Underwriters purchased an additional 3,590,425 Option Shares.

 

The Company intends to use the net proceeds from the purchase of the Option Shares for general corporate purposes and continued acceleration of strategic growth initiatives, including, but not limited to, acquisitions or business expansion, research and development, capital expenditures and working capital.

 

The Option Shares are being sold pursuant to the Company’s registration statement on Form S-3ASR (File No. 333-295792) that was automatically effective upon filing on May 12, 2026 and a related base prospectus and prospectus supplements thereunder. 

 

The legal opinion and consent of Sheppard, Mullin, Richter & Hampton LLP relating to the validity of the Option Shares issued in the Offering is filed herewith as Exhibit 5.1.

 

This Current Report on Form 8-K does not constitute an offer to sell any securities or a solicitation of an offer to buy any securities, nor shall there be any sale of any securities in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

 

Item 9.01. Financial Statements and Exhibits.

 

d) Exhibits.

 

Exhibit No.   Description
1.1*   Underwriting Agreement dated May 12, 2026, by and among Red Cat Holdings, Inc. Evercore Gorup L.L.C. and BofA Securities, Inc. (incorporated by reference to Exhibit 1.1 to the Current Report on Form 8-K filed with the Securities and Exchange Commission on May 14, 2026).
5.1   Opinion of Sheppard, Mullin, Richter & Hampton LLP
23.1   Consent of Sheppard, Mullin, Richter & Hampton LLP (included in Exhibit 5.1)
104   Cover Page Interactive Data File (embedded within the Inline XBRL document)

 

*Previously filed.

 

 

 

 

SIGNATURES

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

  RED CAT HOLDINGS, INC.
     
Dated: May 18, 2026 By: /s/ Christian Morrison
  Name: Christian Morrison
  Title: Chief Finacial Officer

 

 

FAQ

What did Red Cat Holdings (RCAT) announce in this 8-K filing?

Red Cat Holdings disclosed that underwriters fully exercised their option to buy 3,590,425 additional common shares tied to a recent offering. These option shares supplement 23,936,171 shares previously sold, expanding the total equity issued under the same underwriting agreement.

How many Red Cat (RCAT) shares were sold in the main offering and at what price?

The company agreed to sell 23,936,171 common shares at a public price of $9.40 per share. These shares were issued under an underwriting agreement with Evercore Group L.L.C. and BofA Securities, Inc., acting as representatives of the underwriters.

What is the size of the underwriters’ option exercised for Red Cat (RCAT)?

Underwriters exercised in full a 30-day option to purchase up to 3,590,425 additional shares of Red Cat common stock. The option was granted in the underwriting agreement and was exercised on May 14, 2026, with purchase completed on May 18, 2026.

How will Red Cat Holdings (RCAT) use the proceeds from the option shares?

Red Cat intends to use the net proceeds from selling the 3,590,425 option shares for general corporate purposes and to accelerate strategic growth initiatives, including acquisitions or business expansion, research and development, capital expenditures, and working capital needs.

Under which registration did Red Cat (RCAT) sell the option shares?

The 3,590,425 option shares are being sold under Red Cat’s Form S-3ASR registration statement (File No. 333-295792). This automatic shelf registration became effective upon filing on May 12, 2026, supported by a base prospectus and related prospectus supplements.

Who are the underwriters for Red Cat Holdings’ (RCAT) stock offering?

The underwriting agreement is with Evercore Group L.L.C. and BofA Securities, Inc., acting as representatives of the underwriters named in the agreement. They committed to purchase the initial 23,936,171 shares and the 3,590,425 option shares from the company.

Filing Exhibits & Attachments

4 documents