Affiliate of 10% Owner Buys $17.2M in Warrants at $2.50 Each
SAFX has more than doubled off its 52-week low of $0.119.
Summary
An affiliate of a 10% owner bought $17.2 million of warrants in XCF Global at $2.50 each, exercisable at $2.50 per share through September 2029.
Key Events · Ownership and Investor Activity · SAFX
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Affiliate Buys $17.2M in Warrants
GL Part SPV II, LLC acquired 6,891,798 warrants to purchase Series A Common Stock at $2.50 per warrant for a total of $17,229,495 on September 14, 2026.
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Warrant Terms
Warrants are exercisable at $2.50 per share and expire September 30, 2029. The exercise price is significantly above the current stock price of $0.4285.
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Insider Affiliation
The reporting owner is an affiliate of a 10% owner, and the filing is signed by Majique Ladnier, who controls entities holding a 36.2% beneficial ownership stake.
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Distressed Financial Backdrop
The purchase comes after XCF Global reported an 89% revenue collapse, a $238 million working capital deficit, and a going concern warning in its Q2 2026 10-Q.
Analysis · SAFX · Industrial Applications And Services
GL Part SPV II, LLC, an affiliate of a 10% owner, acquired 6,891,798 warrants to purchase Series A Common Stock for $17.2 million at $2.50 per warrant. The warrants are exercisable at $2.50 per share and expire September 30, 2029. This is a substantial capital commitment from an insider-affiliated entity, especially notable given XCF Global's recent going-concern warning, 89% revenue collapse, and multiple high-cost bridge loans. The purchase provides immediate cash to the company and signals that a large stakeholder is willing to back the company despite its distressed financial condition.
How filings like this one have moved
In the 30 days to Oct 18, 2026, 37.5% of the 944 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.75%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, SAFX was trading at $0.43 on NASDAQ in the Industrial Applications And Services sector, with a market capitalization of approximately $174.5M. The 52-week trading range was $0.12 to $1.47. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.