ARC Group Securities Acquisition I
For the period ended Sep 30, 2026. Filed Nov 6, 2026.
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A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Sep 30, 2026 · Filed Nov 6, 2026
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 10-Q
(Mark One)
☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934
For the quarterly period ended September 30,2026
☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934
For the transition period from ______ to _______
Commission File No.001-43431
(Exact name of registrant as specified in its charter)
| Cayman Islands | N/A |
|---|---|
| (State or other jurisdiction of incorporation or organization) · (IRS Employer Identification No.) | |
| 398 S Mill Avenue, Suite 306, Tempe, AZ | 85284 |
| (Address of principal executive offices) | (Zip Code) |
(928) 625-0928
(Registrant’s telephone number, including area code)
Securities registered pursuant to Section 12(b) of the Act:
| Title of each class | Trading Symbol(s) | Name of each exchange on which registered |
|---|---|---|
| Units, each consisting of one Class A ordinary share, one redeemable warrant to purchase one Class A Ordinary Share and one right to receive one-quarter (1/4) of one Class A ordinary share | FJDIU | The Nasdaq Stock Market LLC |
| Class A Ordinary Shares, par value $0.0001 per share | FJDI | The Nasdaq Stock Market LLC |
| Warrants, each warrant exercisable for one Class A ordinary share at an exercise price of $11.50 per share | FJDIW | The Nasdaq Stock Market LLC |
| Rights to receive one-fourth (1/4) of one Class A Ordinary Share | FJDIR | The Nasdaq Stock Market LLC |
Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the
Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes ☒ No ☐
Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). Yes ☒ No ☐
Indicate by check mark whether the registrant is a large-accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See the definitions of “large-accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act.
| Large-accelerated filer | ☐ | Accelerated filer | ☐ |
|---|---|---|---|
| Non-accelerated filer | ☒ | Smaller reporting company | ☒ |
| Emerging growth company | ☒ | ||
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐
Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☒ No ☐
Applicable Only to Issuer Involved in Bankruptcy Proceedings During the Preceding Five Years. N/A
Indicate by check mark whether the registrant has filed all documents and reports required to be filed by Sections 12, 13 or 15(d) of the Securities Exchange Act of 1934 subsequent to the distribution of securities under a plan confirmed by a court. Yes ☐ No ☐
Applicable Only to Corporate Registrants
As of November 6, 2026, there were 560,000 Class A ordinary shares (excluding 10,500,000 Class A ordinary shares subject to possible redemption), $0.0001 par value, and 4,500,000 Class B ordinary shares, $0.0001 par value, of the registrant issued and outstanding.
| PART I - FINANCIAL INFORMATION | ||
|---|---|---|
| Item 1 | Financial Statements | F-1 |
| Condensed Balance Sheets as of September 30, 2026 (Unaudited) and December 31, 2025 | F-1 | |
| Condensed Statements of Operations for the three and nine months ended September 30, 2026 (Unaudited) | F-2 | |
| Condensed Statements of Changes in Shareholders’ Deficit for the three and nine months ended September 30, 2026 (Unaudited) | F-3 | |
| Condensed Statement of Cash Flows for the nine months ended September 30, 2026 (Unaudited) | F-4 | |
| Notes to Financial Statements (Unaudited) | F-5 | |
| Item 2 | Management’s Discussion and Analysis of Financial Condition and Results of Operations | 3 |
| Item 3 | Quantitative and Qualitative Disclosures About Market Risk | 5 |
| Item 4 | Controls and Procedures | 5 |
| PART II - OTHER INFORMATION | ||
| Item 1 | Legal Proceedings | 6 |
| Item 1A | Risk Factors | 6 |
| Item 2 | Unregistered Sales of Equity Securities and Use of Proceeds | 6 |
| Item 3 | Defaults Upon Senior Securities | 6 |
| Item 4 | Mine Safety Disclosures | 6 |
| Item 5 | Other Information | 6 |
| Item 6 | Exhibits | 7 |
| Signatures | 8 | |
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