Every material Form 8-K Tessera Defense & Homeland Security Inc. has filed with the SEC since October 07, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Between October 20 and October 23, 2026, Tessera Defense issued 5,332,617 restricted shares to Mandragola Ltd. through cashless exercises of a warrant tied to its April 2026 acquisition of a 60% interest in Dr. Frucht Systems Ltd. At a October 20, 2026 Special Meeting, stockholders approved raising the shares reserved under the 2026 Equity Incentive Plan by 5,315,000 to 6,000,000, which adds potential dilution for existing holders.
Mandragola Ltd. received 5,332,617 restricted shares in three tranches between October 20 and October 23, 2026, from exercises of the DFSL Warrant issued April 13, 2026.
Proposal 1 passed at the October 20, 2026 Special Meeting with 3,540,463 votes for, 187,380 against and 591 abstaining.
The plan reserve rose from 685,000 to 6,000,000 shares, measured after the one-for-ten reverse stock split effective September 9, 2026.
The Company reported 25,995,794 shares outstanding as of October 23, 2026, compared with 9,026,478 entitled to vote at the October 5, 2026 record date.
Tessera Defense & Homeland Security disclosed it has raised more than $6 million in net proceeds through its at-the-market stock offering through October 12, 2026, at an average net price of about $1.11 per share, adjusted for a one-for-ten reverse stock split effective September 9, 2026. Management said it may temporarily halt sales under the program based on its ongoing review of capital needs and market conditions.
Net proceeds above $6 million raised through the at-the-market offering through October 12, 2026
Average net price of approximately $1.11 per share, adjusted for the one-for-ten reverse split effective September 9, 2026
Management may temporarily halt sales under the program when it deems appropriate
Tessera Defense and Homeland Security filed an 8-K on October 7, 2026, disclosing new employment agreements with CEO Michael Oster and CFO David Rokach. Oster's package includes options on 1,000,000 shares at $1.15, 1,000,000 restricted stock units and 400,000 fully vested shares, plus performance grants tied to EBITDA per share for 2027 and 2028. Most equity awards require stockholder approval at an October 20, 2026 special meeting to raise the plan's share reserve from 685,000 to 6,000,000 shares.
Oster: monthly salary of NIS 55,000 (about $18,000) and an annual cash bonus of up to 50% of base salary
Oster equity: options on 1,000,000 shares at $1.15, 1,000,000 RSUs (25% vesting December 31, 2026) and 400,000 fully vested shares
Oster performance grants: up to 500,000 shares each for fiscal 2027 and 2028, starting when EBITDA per share exceeds $0.05 and $0.10
Rokach: monthly salary of NIS 35,000 (about $11,500) and 180,000 fully vested shares, subject to stockholder approval
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Tessera Defense & Homeland Security Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →