Armada Acquisition Corp. II: warrant agreement amended

What happened

• The filing reports that on Oct 5, 2026 Armada Acquisition Corp. II entered into an amendment (the "Warrant Amendment") to the Warrant Agreement, dated May 20, 2025, with Continental Stock Transfer & Trust Company, as warrant agent. The Warrant Amendment was entered into to conform the Warrant Agreement to the description in the prospectus for the Company’s initial public offering.

Key details

• The amended Section 3.2 provides that the Company’s warrants "will become exercisable on the later of (i) the date that is the first date on which the Company completes a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination" involving the Company and one or more businesses, or (ii) the date that is 12 months from the date of the closing of the Public Offering (as defined in the Warrant Agreement).
• The exercise of any warrant held through The Depository Trust Company remains subject to delivery in accordance with The Depository Trust Company procedures.
• The Warrant Agreement was originally dated May 20, 2025; the Warrant Amendment is dated Oct 5, 2026.

Why it may matter

• The filing reports Item 1.01 (entry into a material definitive agreement) and Item 3.03 (material modification to rights of security holders); those items cover the Warrant Amendment and the change to the exercisability timing for the Company’s warrants. This filing does not show why the company acted.