Browse EX-10 agreements

Deal CUSIP Number: 84857MAG4

Delayed Draw Term Loan Facility CUSIP Number: 84857MAH2

DELAYED DRAW TERM LOAN AGREEMENT

BY AND AMONG

Spire Inc.,

MIZUHO BANK, LTD.,

AS ADMINISTRATIVE AGENT,

U.S. BANK NATIONAL ASSOCIATION,

AS SYNDICATION AGENT,

MIZUHO BANK, LTD.,

and

U.S. BANK NATIONAL ASSOCIATION,

AS JOINT LEAD ARRANGERS AND JOINT BOOKRUNNERS,

REGIONS BANK

and

THE TORONTO-DOMINION BANK, NEW YORK BRANCH
AS CO-DOCUMENTATION AGENTS

BANK OF AMERICA, N.A.
and
COMMERCE BANK
AS CO-MANAGING AGENTS

AND

THE BANKS PARTY HERETO

August 31, 2026

20129780v5 30040.00011

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TABLE OF CONTENTS

Page

SECTION 1. DEFINITIONS.	1
1.01 Definitions	1
1.02 Accounting Terms	25
1.03 Other Terms; Construction	26
1.04 Interest Rates	26
1.05 Divisions	27
SECTION 2. THE LOANS.	27
2.01 Delayed Draw Term Loan Commitments.	27
2.02 Method of Borrowing.	28

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LEASE AGREEMENT BETWEEN

hightower phase II owner, LLC,

AS LANDLORD, AND

applied optoelectronics, inc.,

AS TENANT

DATED August 31, 2026

houston, TEXAS

BASIC LEASE INFORMATION

| | | | | |

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LEASE AGREEMENT BETWEEN

hightower phase II owner, LLC,

AS LANDLORD, AND

applied optoelectronics, inc.,

AS TENANT

DATED August 31, 2026

houston, TEXAS

BASIC LEASE INFORMATION

| | | | | |

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Execution Version

MSC Income Fund, Inc.

$150,000,000

6.83% Series A Senior Notes due September 30, 2029

______________

Master Note Purchase Agreement

______________

Dated August 31, 2026

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Table of Contents

SECTION							HEADING	PAGE
SECTION 1.							AUTHORIZATION OF NOTES	1
Section 1.1.							Authorization of Series A Notes	1
Section 1.2.							Changes in Interest Rate	1
SECTION 2.							SALE AND PURCHASE OF NOTES.	4
Section 2.1.							Sale and Purchase of Series A Notes	4
Section 2.2.							[Reserved]	4
SECTION 3.							CLOSING	4

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**AMENDMENT TO MANAGEMENT AGREEMENT **

This AMENDMENT TO MANAGEMENT AGREEMENT (this “Amendment”), dated as of August 27, 2026 (the “Effective Date”), is made and entered into by and among Millrose Properties, Inc., a Maryland corporation, and Kennedy Lewis Land and Residential Advisors LLC, a Delaware limited liability company (collectively, the “Parties”). Capitalized terms used herein but not otherwise defined shall have the meanings ascribed to such terms in the Agreement (as defined below).

WHEREAS, the Parties are party to that certain Management Agreement, dated as of February 7, 2025 (the “Agreement”);

WHEREAS, pursuant to Section 24 of the Agreement, the Agreement may be amended by an instrument in writing signed by the Parties;

WHEREAS, the Parties desire to amend the Agreement on the terms and conditions specified herein;

NOW, THEREFORE, in consideration of the mutual covenants contained herein and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Parties hereby agree to the following:

1.	Amendments to the Agreement.

	a.	Section 11(a) of the Agreement is hereby amended and restated in its entirety to read as follows:

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**AMENDMENT TO FOUNDER’S RIGHTS AGREEMENT **

This AMENDMENT TO FOUNDER’S RIGHTS AGREEMENT (this “Amendment”), dated as of August 27, 2026 (the “Effective Date”), is made and entered into by and among Millrose Properties, Inc., a Maryland corporation, U.S. Home, LLC, a Delaware limited liability company, Lennar Homes Holding, LLC, a Delaware limited liability company, and CalAtlantic Group, LLC, a Delaware limited liability company (collectively, the “Parties”). Capitalized terms used herein but not otherwise defined shall have the meanings ascribed to such terms in the Agreement (as defined below).

WHEREAS, the Parties are party to that certain Founder’s Rights Agreement, dated as of February 7, 2025 (the “Agreement”);

WHEREAS, pursuant to Section 6.02 of the Agreement, the Agreement may be amended by a writing signed by the Parties;

WHEREAS, the Parties desire to amend the Agreement on the terms and conditions specified herein;

NOW, THEREFORE, in consideration of the mutual covenants contained herein and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Parties hereby agree to the following:

1.	Amendments to the Agreement.

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Execution Version

FIRST AMENDMENT TO THE LOAN GUARANTEE AGREEMENT

ThisFIRST AMENDMENT TO THE LOAN GUARANTEE AGREEMENT (this “Agreement”), dated as of August 28, 2026, is between the UNITED STATES DEPARTMENT OF ENERGY, an agency of the United States of America (“DOE”), and MONTANA RENEWABLES, LLC, a limited liability company organized and existing under the laws of the State of Delaware (the “Borrower”).

PRELIMINARY STATEMENTS

(A)Borrower has undertaken the development, engineering, procurement, construction, operation, ownership, and maintenance of a biorefinery facility called “Montana Renewables” located in Great Falls, Montana, which converts fats, oils, and greases into renewable diesel (“RD”), sustainable aviation fuel (“SAF”), and renewable naphtha, including the currently operational portion of the facility (“Phase 1”) and the proposed expansion of such facility, including pursuant to the Project Ground Lease Amendment (as defined in Exhibit 1 attached hereto), to increase the production of RD, SAF and renewable naphtha, including wastewater treatment upgrades and infrastructure updates, including rail and tankage, as described on the latest Project Milestone Schedule (“Phase 2” and collectively with Phase 1, the “Project”), which is anticipated to operate at maximum SAF production and cogenerate to produce steam and power from renewable naphtha.

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May 25, 2026

Paul Stone, Chief Executive Officer

Re: Retention Award

Dear Paul,

Sportsman’s Warehouse Holdings, Inc. (the “Company”) appreciates your continued service. As an incentive to recognize your efforts with the Company, the Company is pleased to offer you a one-time retention bonus opportunity of $2.2 million (the “Retention Award”) on the terms and conditions in this letter agreement.

Subject to the vesting acceleration provisions below, the Retention Award will vest according to the following terms and conditions:

•

$1.1 million of the Retention Award (the “Service Retention Award”) will vest on the Certification Date, subject to your continued employment with the Company through such date.

•

$1.1 million of the Retention Award (the “Performance Retention Award”) will vest on the Certification Date, subject to (i) achievement of the performance condition for the Performance Retention Award (the “Performance Condition”), set forth in the “Performance Condition” section below, and (ii) your continued employment with the Company through such date.

Any portion of the Retention Award that vests will be paid (less applicable withholdings) in a lump sum cash payment within 30 days after vesting.

Performance Condition

The Performance Condition will be achieved if the total amount of Adjusted EBITDA during FY 2026 and FY 2027 is at least 90% of the Adjusted EBITDA Target. If the total amount of Adjusted EBITDA during FY 2026 and FY 2027 is less than 90% of the Adjusted EBITDA Target, no portion of the Performance Retention Award will vest.

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Executed Version

Second Amendment to Loan and Security Agreement

This Second Amendment to Loan and Security Agreement (this “Amendment”) is dated as of August 26, 2026 (the “Second Amendment Effective Date”), by and among 1st Franklin Financial Corporation, a Georgia corporation (the “Initial Borrower”, and the Initial Borrower together with such other Persons joined to the Credit Agreement referred to below, collectively, the “Borrowers” and each a “Borrower”), the Lenders (as defined below) party hereto and BMO Bank N.A., as agent for the Lenders (in such capacity, “Agent”).

Preliminary Statements

A.    Reference is made to that certain Loan and Security Agreement dated as of December 6, 2024 (as amended by the First Amendment to Loan and Security Agreement dated as of December 23, 2025, as further amended, restated, supplemented or otherwise modified from time to time prior to the date hereof, the “Existing Loan Agreement”; the Existing Loan Agreement as amended by the Amendment, the “Loan Agreement”), by and among the Initial Borrower, the guarantors party thereto (the “Guarantors”), the financial institutions from time to time party thereto as lenders (the “Lenders”) and the Agent. Capitalized terms used but not otherwise defined in this Amendment shall have the meanings respectively ascribed to them in the Loan Agreement.

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**Execution Version **

**REGISTRATION RIGHTS AGREEMENT **

by and between

**PennantPark Investment Corporation **

and

the Purchaser listed on Schedule I hereto

Dated as of September 1, 2026

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**REGISTRATION RIGHTS AGREEMENT **

This Registration Rights Agreement (this “Agreement”) is made and entered into as of September 1, 2026, by and between PennantPark Investment Corporation, a Maryland corporation (the “Company”), and the Purchaser listed on Schedule I hereto (the “Purchaser”) in connection with the sale by the Company of $2,000,000 aggregate principal amount of the Company’s 7.25% Senior Unsecured Notes due September 30, 2029 (the “Notes”).

This Agreement is made pursuant to the Note Purchase Agreement, dated as of September 1, 2026 (the “Purchase Agreement”), by and between the Company and the Purchaser for the benefit of the Purchaser. In order to induce the Purchaser to purchase the Notes, the Company has agreed to provide the registration rights set forth in this Agreement. The execution and delivery of this Agreement is a condition to the obligations of the Purchaser as set forth in Section 4.7 of the Purchase Agreement. The parties hereby agree as follows:

SECTION 1. Definitions. As used in this Agreement, the following capitalized terms shall have the following meanings:

Additional Interest: As defined in Section 5 hereof.

Advice: As defined in the last paragraph of Section 6 hereof.

Agreement: As defined in the preamble hereto.

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**Execution Version **

**REGISTRATION RIGHTS AGREEMENT **

by and between

**PennantPark Investment Corporation **

and

the Purchasers listed on Schedule I hereto

Dated as of September 1, 2026

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**REGISTRATION RIGHTS AGREEMENT **

This Registration Rights Agreement (this “Agreement”) is made and entered into as of September 1, 2026, by and between PennantPark Investment Corporation, a Maryland corporation (the “Company”), and the Purchasers listed on Schedule I hereto (each, a “Purchaser” and, collectively, the “Purchasers”) in connection with the sale by the Company of $62,000,000 aggregate principal amount of the Company’s 8.00% Senior Unsecured Notes due September 1, 2031 (the “Notes”).

This Agreement is made pursuant to the Note Purchase Agreement, dated as of September 1, 2026 (the “Purchase Agreement”), by and between the Company and the Purchasers for the benefit of the Purchasers. In order to induce the Purchasers to purchase the Notes, the Company has agreed to provide the registration rights set forth in this Agreement. The execution and delivery of this Agreement is a condition to the obligations of the Purchasers as set forth in Section 4.7 of the Purchase Agreement. The parties hereby agree as follows:

SECTION 1. Definitions. As used in this Agreement, the following capitalized terms shall have the following meanings:

Additional Interest: As defined in Section 5 hereof.

Advice: As defined in the last paragraph of Section 6 hereof.

Agreement: As defined in the preamble hereto.

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