VGII SEC filings, in plain English
Everything Virgin Group Acquisition Corp. II has filed with the SEC that we hold — 40 filings, newest first, 5 with a plain-English summary of what changed and why it matters. Every row links to the primary document on EDGAR, so you can check the source rather than trust us.
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What changed: Grove Collaborative Holdings, Inc. (NYSE: GROV) reported that on August 7, 2026 it received notice from the New York Stock Exchange that it is not in compliance with Section 802.01B of the NYSE Listed Company Manual, which requires an average market capitalization of not less than $50.0 million over a consecutive 30-trading-day period together with stockholders' equity of not less than $50.0 million. Why it matters: This is a dual test — market capitalization and stockholders' equity must both fall below $50.0 million to trigger it, and both must be cured. The clock is 45 days to a plan and nine months from August 7, 2026 to compliance, and it is not curable by a reverse split, which changes price per share but not market capitalization or equity.
What changed: Grove Collaborative (NYSE: GROV), the de-SPAC target of VGII, reported Q2 2026 revenue of $36.6M (down 16.9% YoY) and positive Adjusted EBITDA of $0.5M, its third consecutive quarter of profitability, while reaffirming FY2026 revenue guidance of $142.5M–$152.5M. Why it matters: The company is showing operating discipline with shrinking losses and positive cash flow ($1.3M operating cash flow, $11.4M cash balance), but revenue is still declining significantly year-over-year, indicating the profitability-first strategy has not yet reversed top-line deterioration.
What changed: Grove Collaborative (post-VGII merger target) filed its Q2 2026 10-Q showing revenue declined to $36.6M (from $44.0M YoY) while net loss narrowed to $0.9M (from $3.6M YoY). The company had $8.3M cash, $7.5M drawn on its Siena Revolver with only $0.4M additional availability, and an accumulated deficit of $662.2M as of June 30, 2026. Why it matters: This is a post-deal operating company filing, not a SPAC-stage filing; there are no redemption deadlines, trust value, or extension mechanics to track. The financial deterioration and tight liquidity are relevant for anyone holding VGII equity or warrants post-close.
What changed: Item 5.02: on June 18, 2026 Tom Siragusa, CFO and Principal Financial Officer of Grove Collaborative Holdings, Inc., gave notice of his intention to resign as an officer and employee to pursue another opportunity, remaining in post until August 16, 2026. The filing states his departure is not the result of any disagreement with the company or any matter related to its operations, policies or practices, including accounting principles or financial statements. The company is initiating a successor search. The report also covers the 2026 annual meeting under Item 5.07. Why it matters: The disclaimer here is unusually specific - it rules out disagreement over accounting principles, financial statements and financial disclosures by name, not just operations and policies - which is the language that matters when a principal financial officer leaves. A roughly two-month notice period and a search only now being initiated means an interim gap is possible, and the incoming CFO's view of the balance sheet is the thing to watch at a company of this profile.
combination deadlinenothing moved · 1 with no prior record of ours
- Combination deadline
- 2028-04-10not matched in this filing
Read from stored SEC filing text by a regex — no model is involved — and each side links to the filing it came from. “Not previously extracted” is a statement about our record, not about the company: the clause may be present in wording we do not match.
What changed: Grove Collaborative Holdings, Inc., the Delaware public benefit corporation successor to Virgin Group Acquisition Corp. II, noticed its 2026 annual meeting for Thursday, June 18, 2026 at 8:00 a.m. Pacific Time as a virtual meeting, record date April 24, 2026, with 42,028,075 shares outstanding on that date. Business is director elections and ratification of the auditor for the year ending December 31, 2026. Why it matters: Standard annual governance with no trust or redemption mechanic surviving from the VGAC II SPAC. The item for common holders is the Series A Preferred sitting in the capital structure on a pari passu basis - preferred capital raised after the de-SPAC that ranks ahead of or alongside the 42.0 million common shares in a distribution, so common recovery in any strategic outcome is measured after that stack.
combination deadline, mandate languagenothing moved · 2 with no prior record of ours
- Combination deadline
- not previously extracted2028-04-10
- Mandate language
- We intend to pursue additional patent protection to the exte… · unchanged
The clause …“which among other things, extended the maturity date of the Siena Revolver to April 10, 2028 (the “Maturity Date”) and eliminated the financial covenant applicable to the Siena Revolver. On September 26, 2025, the Company entered into a”…
Read from stored SEC filing text by a regex — no model is involved — and each side links to the filing it came from. “Not previously extracted” is a statement about our record, not about the company: the clause may be present in wording we do not match.
combination deadlinenothing moved · 1 with no prior record of ours
- Combination deadline
- 2028-04-10 · unchanged
The clause …“among other things, extended the maturity date of the Siena Revolver to April 10, 2028 and eliminated the financial covenant applicable to the Siena Revolver. On September 26, 2025, the Company entered into a fourth amendment,”…
Read from stored SEC filing text by a regex — no model is involved — and each side links to the filing it came from. “Not previously extracted” is a statement about our record, not about the company: the clause may be present in wording we do not match.
In plain English
Redemption deadlinethe last day to hand shares back for cash
Set by the filing that calls the meeting. Tender after it and the company is under no obligation to pay you the trust value.
Cash in trust / trust per sharethe cash the company is holding for each public share
Filed quarterly in the 10-Q's XBRL. It earns interest between filings, so the figure on a given day is slightly higher than the last filed one — where we show that we label it an estimate.
Accession numberthe SEC's unique id for one filing
Every figure on this page carries the accession of the filing that states it, so you can open the primary document rather than trust us.