Welcome to our dedicated page for York Space Systems (Yellowstone) SEC filings (Ticker: YSS), 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.
York Space Systems filings document material events, public-company capital structure, operating results, governance actions, and acquisition-related disclosures. Recent 8-K reports cover financial results, board and committee changes, material agreements, and the issuance of common stock in connection with the completed Orbion Space Technology acquisition.
The company’s registration and offering records describe its NYSE-listed common stock, initial public offering, underwriting agreement, and related Securities Act filings. York’s filings also identify its Delaware corporate status and provide formal disclosures for shareholder, governance, and capital-raising matters.
Yellowstone Midco Holdings II, LLC director James McConville received an equity grant in the form of restricted stock units. On 01/30/2026, he was awarded 5,294 shares of common stock at a price of $0 per share. These units vest on the first anniversary of the grant date. Following this award, he beneficially owns 5,294 shares directly.
Yellowstone Midco Holdings II, LLC Chief Executive Officer and director Dirk Wallinger reported an equity award in the company’s common stock. On January 30, 2026, he was granted 569,920 restricted stock units at a price of $0 per share, which vest over three years.
After this grant, Wallinger beneficially owns 10,141,966 shares of common stock directly. In addition, common stock is held indirectly, including 227,441 shares by Ghostrider 117 LLC and 1,369,106 shares by DHW Irrevocable Trust.
Yellowstone Midco Holdings II, LLC director Tyler Letarte reported two stock transactions dated January 30, 2026. He received 5,294 shares of common stock as a grant of restricted stock units that vest on the first anniversary of the grant date, at a stated price of $0 per share. On the same date, 1,470 shares of common stock were purchased at $34 per share, representing the price to the public in the issuer's initial public offering, and are reported as indirectly owned through his spouse.
Yellowstone Midco Holdings II, LLC reported an equity grant to director Boyd Andrew. On 01/30/2026 he acquired 5,294 shares of common stock at a price of $0, recorded as a grant of restricted stock units. These units vest on the first anniversary of the grant date, and Andrew now beneficially owns 5,294 shares directly.
Yellowstone Midco Holdings II, LLC director Louis R. Brothers Jr reported an equity grant of 5,294 shares of common stock on January 30, 2026. The filing shows these were awarded at a price of $0 per share, indicating a stock-based compensation grant rather than a market purchase.
The award consists of restricted stock units that vest on the first anniversary of the grant date5,294 common shares, all held directly.
Yellowstone Midco Holdings II, LLC reported that officer Monica J. Palko, Chief Legal and Administrative Officer, received an award of 54,412 shares of common stock on January 30, 2026. The award is in the form of restricted stock units that vest over three years and was granted at $0 per share.
Following this grant, Palko directly holds 54,412 shares of common stock. She is also reported as indirectly holding 680,593 shares of common stock through the Fox Trail Joint Revocable Trust.
Yellowstone Midco Holdings II, LLC Chief Supply Chain Officer Rudra Devjyoti received an equity award in the form of restricted stock units. On 01/30/2026, he was granted 23,529 shares of common stock at a price of $0, described as restricted stock units that vest over three years. Following this award, he beneficially owns 358,357 shares of common stock in direct ownership.
Yellowstone Midco Holdings II, LLC (YSS) filed an initial insider ownership report for Chief Accounting Officer Brian D. Frantz as of January 29, 2026. The filing shows he beneficially owns 5,706 shares of common stock, held directly.
His holdings include 3,804 shares of restricted stock that vest over two years, indicating a meaningful portion of his stake is subject to ongoing service or performance conditions. No derivative securities, such as options or warrants, are reported in this filing.
Funds and accounts managed by BlackRock subsidiaries, reported through BlackRock Portfolio Management LLC, acquired 752,500 shares of Yellowstone Midco Holdings II, LLC common stock on January 30, 2026 at $34 per share. After this purchase, 17,846,934 shares of Yellowstone Midco common stock are reported as indirectly held.
These shares are held across multiple advised funds and accounts managed by various BlackRock entities. BlackRock Portfolio Management LLC, the advised funds and accounts, and their related managers expressly disclaim beneficial ownership of these shares except to the extent of their pecuniary interest, and state that inclusion in this report is not an admission of beneficial ownership.
York Space Systems Inc. priced its initial public offering of common stock at $34.00 per share and agreed to sell 18,500,000 shares under an underwriting agreement with Goldman Sachs, Jefferies and Wells Fargo. Underwriters received a 30‑day option to buy up to 2,775,000 additional shares, and the offering closed with share delivery on January 30, 2026.
In connection with the IPO, York converted from a Delaware LLC to a Delaware corporation, adopted a new certificate of incorporation and bylaws, and appointed seven directors to its board. The company also adopted the 2026 Omnibus Incentive Plan and entered into indemnification agreements with directors and executive officers, along with various tax receivable, registration rights, voting, director nomination and consulting agreements detailed in attached exhibits.