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  • Covenant Violation / Forbearance (new) — Landlord agreed to forbear from exercising remedies related to alleged defaults under ground lease, indicating potential covenant violations and financial stress at subsidiary level.
NASDAQ: SAFX XCF Global, Inc. 8-K

XCF Global subsidiary in lease default, issues 4M shares to landlord for forbearance

Filed May 4, 2026 · Period ending April 29, 2026 · ~1 min read

Key Changes

  • high

    Subsidiary New Rise Reno entered forbearance agreement with landlord Twain after alleged lease defaults. Landlord agreed not to pursue remedies until January 2027.

  • high

    Company issued 4 million unregistered common shares to landlord as consideration for forbearance, representing significant dilution. Shares will be registered for resale.

  • medium

    Proceeds from landlord's share sales will be credited dollar-for-dollar against outstanding principal, interest, and penalties owed under the lease.

1 more material change behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

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