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8-K ·Filed Oct 21, 2026

NGTF

NightFood Holdings, Inc.
NEUTRAL
Impact 4/10
Horizonweeks Processed6d 10h ago SEC0001493152-26-047853
8-K context-dependent: Items 8.01
Actionable Insight • Neutral

Monitor for any company-initiated early release notices permitting conversion/exercise before January 17, 2027, which would signal near-term dilution. The lock-up provides temporary relief from overhang but does not resolve the underlying capital structure issues.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+1d
NGTF ▲ +9.72% at T+1d
NEUTRAL call +9.72% · α vs SPY +10.90% · entry $2.88 → $3.16
Next anchor: T+5d in 12h
Latest observation: T+2 +22.91% FF3 residual α
Entry = T+0 close
Oct 21, 2026
via day close
T+1d
+9.72%
call +9.72% · α +10.90%
$3.16
settled 5d ago
T+5d
Pending
in 12h
T+20d
Pending
in 22d
T+60d
Pending
in 3mo

Price Chart

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Executive Summary

NightFood Holdings entered into lock-up agreements with note holders Mast Hill Fund and Pacific Pier Capital, prohibiting conversion of convertible promissory notes and exercise of warrants from October 20, 2026 through January 17, 2027. The company retains sole discretion to permit voluntary conversions/exercises during the lock-up period. This removes near-term dilution overhang from these two holders but does not address the company's underlying financial condition.

Key Facts

  • Lock-up period runs October 20, 2026 through January 17, 2027
  • Covers convertible promissory notes and common stock purchase warrants held by Mast Hill Fund and Pacific Pier Capital
  • Company may at its sole discretion give irrevocable written notice permitting voluntary conversion/exercise
  • Note holders are not required to convert or exercise even if permitted
  • Pacific Pier's lock-up includes specific transfer restrictions and stop-transfer instructions on conversion shares

Financial Impact

No financial figures disclosed; removes potential dilution from note conversions and warrant exercises for approximately 3 months

dilution

Risk Factors

  • Company may unilaterally permit conversions/exercises at any time during lock-up period
  • Lock-up expiration on January 17, 2027 could lead to concentrated selling pressure
  • No financial information provided about the company's cash position or operating performance

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001493152-26-047853
Exhibit: ex10-2.htm0001493152-26-047853
Exhibit: ex10-1.htm0001493152-26-047853
Document: 0001493152-26-047853-index-headers.html0001493152-26-047853
Document: 0001493152-26-047853-index.html0001493152-26-047853
Document: 0001493152-26-047853.txt0001493152-26-047853
8 reports for NGTF
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for NGTF — sortable, filterable
TypeNow
Oct 22, 2026
5d ago
8-K
BULLISH ★ 6/10
$3.16 $3.14▼ −0.63%▼ −0.11%$3.30 (+4.43%)
Oct 21, 2026
6d ago
8-K
NEUTRAL ★ 4/10
$2.88 $3.16▲ +9.72%▲ +10.90%$3.30 (+14.58%)
Oct 20, 2026
7d ago
8-K
NEUTRAL ★ 4/10
$3.25 $2.88▼ −11.38%▼ −11.91%$3.30 (+1.54%)
Aug 21, 2026
9w ago
3
NEUTRAL ★ 2/10
$0.0358 $0.0314▼ −12.29%▼ −12.61%$3.30 (+9117.88%)
Aug 14, 2026
10w ago
8-K
NEUTRAL ★ 4/10
$0.0229 $0.0260▲ +13.54%▲ +14.01%$3.30 (+14310.48%)
Apr 16, 2026
27w ago
8-K
NEUTRAL ★ 4/10
$0.0280 $0.0269▼ −3.93%▼ −5.14%$3.30 (+11685.71%)
Apr 6, 2026
29w ago
8-K
NEUTRAL ★ 5/10
$0.0294 $0.0292▼ −0.68%▼ −0.74%$3.30 (+11124.49%)
Mar 4, 2026
33w ago
EFFECT
NEUTRAL ★ 5/10
$0.0399 $0.0400▲ +0.25%▲ +0.82%$3.30 (+8170.68%)
Showing 8 of 8

US Market Status

Market Closed — Opens Wed (< 1m)

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Report published Oct 21, 2026