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Volato Group, Inc. SEC Filings

SOAR NYSE

Welcome to our dedicated page for Volato Group SEC filings (Ticker: SOAR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Volato Group, Inc. filings document material-event disclosures for a public private aviation company, including material agreements, shareholder voting matters, capital-structure disclosures, governance matters and operating and financial results. The company's recent 8-K record includes disclosures involving Class A common stock transactions, unregistered securities activity, registration obligations and the termination of an at-the-market sales agreement.

Volato's filings also describe governance and reporting matters such as board and committee appointments, changes in the independent registered public accounting firm, going-concern language in audit reporting, internal-control matters and emerging growth company status. The filing record reflects the company's corporate structure, public security disclosures and recurring reporting obligations as a Delaware operating company.

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Volato Group, Inc. announced that its Board of Directors appointed David Allen as an independent Class III director, with a term expiring at the 2026 annual meeting of stockholders. He will chair the Audit Committee and serve on the Nominating and Governance and Compensation Committees.

The Board also approved an Executive Employment Agreement with Chief Financial Officer Mark Heinen. The agreement provides a base salary of $310,000, an annual bonus opportunity targeting 100% of base salary with a maximum of 200%, and severance equal to 12 months of base salary for certain qualifying terminations, with additional protection after a change in control. Heinen is also eligible for a one-time $50,000 cash performance bonus and a $100,000 retention bonus upon closing a Board‑approved strategic business combination, subject to continued employment.

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Volato Group, Inc. Schedule 13G reports that C/M Master Fund holds 3,294,563 shares of Class A Common Stock, representing 6.2% of the class. The percentage is calculated using 53,183,044 shares outstanding as of the Issuer's Prospectus filed pursuant to Rule 424(b)(5) on July 1, 2026.

The filing states that C/M Capital Partners is the investment manager to C/M Master Fund and that Thomas Walsh and Jonathan Juchno are managing members of the general partner; Messrs. Walsh and Juchno disclaim beneficial ownership of the reported shares.

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SEG Opportunity Fund, LLC filed a Schedule 13G reporting beneficial ownership of 5,000,000 shares of Volato Group, Inc. Common Stock, representing 9.40% of the class. The filing cites 53,183,044 shares outstanding as of July 6, 2026 as verified with the issuer. The statement is signed by Joseph Reda as Manager on 07/06/2026.

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Volato Group, Inc. released a preliminary update for the second quarter of 2026, highlighting a much cleaner balance sheet and rapid growth in its Vaunt aviation membership platform. All outstanding convertible notes were eliminated during the quarter, and total liabilities excluding deferred revenue fell about 75% year-over-year to approximately $5 million, with cash and cash equivalents of about $8.4 million as of June 30, 2026.

Vaunt delivered record cash sales of roughly $2.2 million, up 56% sequentially and 199% year-over-year, while projected Annual Recurring Revenue reached about $4.7 million, growing 51% quarter-over-quarter and 250% year-over-year. Paid Vaunt membership rose to approximately 2,743 active members, with strong growth in app downloads and flights booked, as management continues to advance its AI-focused Parslee platform and evaluate a potential strategic merger targeted for the third quarter of 2026. All figures are unaudited and subject to change.

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Volato Group, Inc. registers the resale of up to 6,500,000 shares of Class A common stock by selling stockholders pursuant to a June 7, 2026 Securities Purchase Agreement. The Shares were issued at $0.34 per share and the Company received aggregate gross proceeds of $2,210,000 from that issuance. The Company will not receive proceeds from resales by the selling stockholders under this prospectus.

The prospectus states 32,836,982 shares outstanding as of June 16, 2026 and lists selling holders including Catheter Precision, Inc. and SEG Opportunity Fund, LLC. The offering is a resale registration (selling stockholders); sales may occur on NYSE American or in private transactions. The Company disclosed an accepted NYSE American compliance plan with a deadline of December 17, 2026 to regain minimum stockholders’ equity compliance.

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Volato Group, Inc. completed a registered direct equity financing, selling 11,038,767 shares of Class A common stock at $0.165 per share. The transaction closed on June 30, 2026 and generated gross proceeds of approximately $1,821,397.02 before fees and expenses.

The shares were sold to accredited investors under a Securities Purchase Agreement, relying on Section 4(a)(2) and Regulation D exemptions and using an effective shelf registration statement on Form S-3. A related legal opinion was filed as an exhibit, and standard forward-looking statement cautions and risk references were reiterated.

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Liotta Matthew reported acquisition or exercise transactions in this Form 4 filing.

Volato Group, Inc. reported that Chief Executive Officer Matthew Liotta received an equity grant of 606,060 shares of Common Stock on June 30, 2026. The award was reported at a price of $0.165 per share and is classified as a grant or award, not an open-market trade. Following this transaction, Liotta directly holds 921,761 shares of Volato common stock.

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Volato Group, Inc. is offering 11,038,767 shares of Class A common stock in a registered direct offering at $0.165 per share pursuant to a Securities Purchase Agreement dated June 27, 2026. Delivery is expected on or about July 1, 2026, subject to customary closing conditions.

The company expects aggregate gross proceeds of approximately $1,821,397.02 before fees and expenses and intends to use net proceeds for working capital and general corporate purposes. Pro forma common shares outstanding after the offering would be 53,183,044 (based on 42,144,277 prior to the offering). The prospectus supplement discloses an as-adjusted net tangible book value of approximately $0.133 per share and per-share dilution to new investors of $0.032 at the offering price.

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Volato Group, Inc. entered into a Securities Purchase Agreement with certain investors to sell 11,038,767 shares of Class A common stock at $0.165 per share in a registered direct offering, for expected gross proceeds of approximately $1,821,397.02 before fees and expenses. The deal has no placement agent or underwriter, and the company will reimburse investor expenses up to $25,000. Volato agreed not to issue additional common stock or equivalents or file most registration statements for 30 days after closing, and not to enter Variable Rate Transactions for nine months. Separately, director Alan Gaines resigned from the board effective June 24, 2026, citing his role at a digital infrastructure company that could be viewed as a potential competitor as Volato explores AI and digital infrastructure opportunities, and his resignation was not due to any disagreement with the company.

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FAQ

How many Volato Group (SOAR) SEC filings are available on StockTitan?

StockTitan tracks 70 SEC filings for Volato Group (SOAR), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Volato Group (SOAR)?

The most recent SEC filing for Volato Group (SOAR) was filed on July 23, 2026.