Monitor for any entity approaching the 12.5% ownership threshold, as this would trigger the rights plan and potentially lead to significant stock dilution. The plan may deter hostile takeovers but could also limit upside if a premium acquisition offer emerges.
Price Chart
Executive Summary
Repay Holdings Corporation adopted a limited-duration stockholder rights plan to protect against unsolicited takeovers. The plan, effective immediately and expiring April 13, 2027, issues one preferred share purchase right per common share outstanding as of April 24, 2026. Rights become exercisable if an entity acquires 12.5% or more of common stock, triggering significant dilution against the acquirer.
Key Facts
- Repay adopted a limited-duration stockholder rights plan effective immediately
- Rights expire on April 13, 2027, unless redeemed earlier
- One preferred share purchase right issued per common share outstanding as of April 24, 2026
- Rights become exercisable if a person or group acquires 12.5% or more of outstanding common stock
- Plan includes a 'qualifying offer' provision allowing 20% of shareholders to force a vote on a qualifying offer
- Board may redeem rights for $0.001 per right at any time before distribution date
Financial Impact
No immediate financial impact, but creates significant dilution if triggered
Risk Factors
- Potential for management entrenchment
- Could deter beneficial acquisition offers
- Shareholder value may be impacted if the plan prevents a premium offer
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-153953 |
| Document: d893808d8k.htm | 0001193125-26-153953 |
| Document: d893808dex31.htm | 0001193125-26-153953 |
| Document: d893808dex991.htm | 0001193125-26-153953 |
| Document: 0001193125-26-153953-index-headers.html | 0001193125-26-153953 |
| Document: 0001193125-26-153953-index.html | 0001193125-26-153953 |
| Document: 0001193125-26-153953.txt | 0001193125-26-153953 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 14d ago | 144 | $4.00 | awaiting T+60 | — | $4.29 (+7.25%) |
Aug 10, 2026 11w ago | 8-K | $3.70 | awaiting T+60 | — | $4.29 (+15.95%) |
Jul 20, 2026 14w ago | 3 | $3.74 $3.95 | ▲ +5.62% | ▲ +1.64% | $4.29 (+14.71%) |
Jun 15, 2026 19w ago | 8-K | $3.28 $3.56 | ▲ +8.54% | ▲ +7.54% | $4.29 (+30.79%) |
May 4, 2026 25w ago | 8-K | $3.57 $3.96 | ▲ +10.92% | ▲ +8.18% | $4.29 (+20.17%) |
Apr 27, 2026 26w ago | 8-K | $4.04 $3.66 | ▼ −9.41% | ▼ −14.18% | $4.29 (+6.19%) |
Apr 14, 2026 28w ago | 8-K | $3.07 $4.06 | ▲ +32.25% | ▲ +23.72% | $4.29 (+39.74%) |
Mar 10, 2026 33w ago | EFFECT | $3.04 $3.65 | ▲ +20.07% | ▲ +8.38% | $4.29 (+41.12%) |
Feb 25, 2026 34w ago | 8-K | $2.95 $3.35 | ▲ +13.56% | ▲ +5.81% | $4.29 (+45.42%) |
US Market Status
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