Monitor lock-up expiration (April 22, 2027 or earlier if price triggers) for potential insider selling. The 7.5% stake and CEO role give Lichty significant influence; any future 13D amendment signaling activist intent or a strategic proposal would be material.
Price Chart
Executive Summary
CEO Paul Lichty filed a Schedule 13D disclosing beneficial ownership of 16,532,751 shares of Forge Nano Holdings common stock (7.5% of 218,655,585 shares outstanding), received in the October 22, 2026 de-SPAC business combination. The filing is a routine insider ownership disclosure following the merger, not an activist campaign. Lichty states no present plans for extraordinary transactions but reserves the right to engage with management and the board on strategy, operations, and board composition.
Key Financial Metrics
Key Facts
- Paul Lichty, CEO and director, filed Schedule 13D on October 29, 2026, disclosing 16,532,751 shares of common stock (7.5% of 218,655,585 shares outstanding as of October 22, 2026).
- The stake was acquired in the October 22, 2026 business combination between Archimedes Tech SPAC Partners II Co. and Forge Nano, Inc., which resulted in Forge Nano Holdings becoming the public entity.
- Lichty also holds options to purchase 888,493 shares exercisable within 60 days, rights to 11,773,192 earn-out shares, and 1,035,356 performance stock units.
- All shares received in the merger are subject to a lock-up agreement expiring the earlier of six months after closing or when the stock price exceeds $12.00 for 20 of 30 trading days.
- Lichty states no present plans for actions under Item 4 (extraordinary transactions, board changes, etc.) but may engage with management and stockholders on strategy and operations.
Financial Impact
No financial impact; disclosure of existing insider ownership post-merger.
Risk Factors
- Lock-up expiration could lead to insider selling pressure on the stock.
- CEO's large stake and board position create potential for governance conflicts or strategic shifts without minority shareholder input.
Market Snapshot
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13D Filing (Primary) | 0000950142-26-002899 |
| Document: 0000950142-26-002899-index-headers.html | 0000950142-26-002899 |
| Document: 0000950142-26-002899-index.html | 0000950142-26-002899 |
| Document: 0000950142-26-002899.txt | 0000950142-26-002899 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 2d ago | SC 13D | $4.38 | awaiting T+1 | awaiting T+1 | $4.12 (−5.94%) |
Oct 27, 2026 4d ago | 8-K | $4.22 $4.16 | ▲ +1.42% | ▲ +1.04% | $4.12 (+2.37%) |
Oct 22, 2026 9d ago | Press Release | $6.13 $5.00 | ▼ −18.43% | ▼ −19.14% | $4.12 (−32.79%) |
Oct 22, 2026 10d ago | 3 | $10.10 $6.13 | ▼ −39.31% | ▼ −38.78% | $4.12 (−59.21%) |
Oct 22, 2026 10d ago | 3 | $10.10 $6.13 | ▼ −39.31% | ▼ −38.78% | $4.12 (−59.21%) |
Oct 22, 2026 10d ago | 3 | $10.10 $6.13 | ▼ −39.31% | ▼ −38.78% | $4.12 (−59.21%) |
Oct 21, 2026 10d ago | 8-K | $10.10 $6.13 | ▲ +39.31% | ▲ +38.78% | $4.12 (+59.21%) |
Oct 16, 2026 15d ago | 425 | $8.55 $7.17 | ▼ −16.09% | ▼ −16.43% | $4.12 (−51.78%) |
Oct 13, 2026 19d ago | 425 | $10.06 $8.86 | ▼ −11.93% | ▼ −12.21% | $4.12 (−59.05%) |
Sep 24, 2026 5w ago | 425 | $10.69 $10.69 | ▼ −0.05% | ▲ +0.70% | $4.12 (−61.46%) |
US Market Status
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