Tcfiii Spaceco Holdings LLC

Market Movers (8-K)

NYSE
Karman Holdings Inc. has replaced Baker Tilly US, LLP with PricewaterhouseCoopers LLP as its independent auditor.
NYSE
Karman Space & Defense announced the pricing of a 14 million share secondary offering by selling stockholders at $61.00 per share.
Capital raise
NYSE
Karman Holdings Inc. announced the election of Mary Petryszyn and Stephen Twitty as Class I directors at its Annual Meeting of Stockholders held on April 29, 2026.
NYSE
Karman Space & Defense reported record fourth quarter and full fiscal year 2025 financial results, driven by strong revenue growth and strategic acquisitions, leading to an increased 2026 outlook.
Capital raise
Better than expected
NYSE
Karman Holdings Inc. secured a Fourth Amendment to its Credit Agreement, increasing its revolving credit commitments by $100 million to a total of $150 million and removing the cap on future incremental commitments.
Capital raise
NYSE
Karman Holdings Inc. announced the retirement of CEO Anthony Koblinski and the appointment of defense industry veteran Jonathan Jon Rambeau as his successor, effective March 23, 2026.

Quarterly Earnings (10-Q)

NYSE
Karman Holdings Inc. announced significant revenue increases for Q3 and the nine months ended September 30, 2025, driven by organic growth and strategic acquisitions, despite a decline in nine-month net income and negative operating cash flow.
Worse than expected
Capital raise
NYSE
Karman Holdings Inc. reports significant revenue growth and strategic acquisitions in Q2 2025, alongside a successful IPO and new credit facilities, despite a temporary dip in six-month net income.
Capital raise
NYSE
Karman Holdings' Q1 2025 results reveal revenue growth offset by increased expenses and a net loss, following its IPO and strategic acquisitions.
Worse than expected

Annual Reports (10-K)

NYSE
Karman Holdings Inc. announces a 23.0% year-over-year revenue increase to $345.3 million and a net income of $12.7 million for the fiscal year ended December 31, 2024, driven by growth across its core end markets.

Insider Trading (Form 4)

NYSE
Director Mary D. Petryszyn filed an amendment to correct an inadvertent understatement of 69 shares of common stock in a previous Form 4 filing.
NYSE
Former Karman Holdings Chief Growth Officer Stephanie Sawhill received a Restricted Stock Unit award and filed an exit statement.
NYSE
Karman Holdings Inc. Director Mary D. Petryszyn was granted 2,294 Restricted Stock Units as part of the company's non-employee director compensation policy.
NYSE
Michael Willis, Chief Financial Officer of Karman Holdings Inc., has acquired 689 shares of common stock through a Restricted Stock Unit award.
NYSE
Karman Holdings Inc. director Stephen Twitty was granted Restricted Stock Units (RSUs) as part of the company's compensation policy for non-employee directors.
NYSE
David Stinnett, a Director at Karman Holdings Inc., has been granted Restricted Stock Units (RSUs) as part of the company's non-employee director compensation policy.

Proxy Statements (Def-14A)

NYSE
Karman Holdings Inc. is holding its 2026 Annual Meeting of Stockholders virtually on April 29, 2026, to elect two Class I directors and address other business.

New Public Companies (S-1)

NYSE
Karman Holdings Inc. filed an S-1MEF to increase the number of common stock shares offered by selling stockholders in its public offering by 1,150,000 shares.
Capital raise
NYSE
Karman Holdings Inc. selling stockholders are offering 20 million shares of common stock, with the company reporting robust revenue and backlog growth, alongside a shift in corporate governance as its largest shareholder, Trive Capital, reduces its stake.
Capital raise
Better than expected
NYSE
Karman Holdings Inc. has filed a registration statement to increase the number of common stock shares offered by selling stockholders by 2,239,474, including an underwriter option.
Capital raise
NYSE
Karman Holdings Inc., formerly TCFIII Spaceco Holdings LLC, has filed for an initial public offering (IPO) to fund its growth strategy in the hypersonics, missile defense, space, and launch sectors.
Capital raise
NYSE
Karman Holdings Inc. files an amendment to its S-1 registration statement, outlining details for its initial public offering to raise capital for general corporate purposes.
Capital raise
NYSE
Karman Holdings Inc., formerly TCFIII Spaceco Holdings LLC, announces its initial public offering to fuel growth in the hypersonics, missile defense, and space launch markets.
Capital raise

Schedule 13G - Passive Investments

NYSE
FMR LLC and Abigail P. Johnson have jointly filed a Schedule 13G, reporting beneficial ownership of 6.3% of Karman Holdings Inc.'s common stock as of March 31, 2026.
NYSE
The Vanguard Group reported 0% beneficial ownership in Karman Holdings Inc. common stock following an internal realignment.
NYSE
The Vanguard Group reported a 7.06% beneficial ownership stake in Karman Holdings Inc. common stock as of December 31, 2025.
NYSE
KHIS Custodian LP reports beneficial ownership of 8.7% of Karman Holdings Inc. common stock following a distribution by Trive Capital funds.
NYSE
TCFIII Spaceco SPV LP, Trive Capital Fund III LP, and Trive Capital Fund III-A LP have collectively disclosed a beneficial ownership of 56.04% in Karman Holdings Inc.'s Common Stock.