Browse EX-10 agreements

**TERMINATION OPTION AGREEMENT **

THIS TERMINATION OPTION AGREEMENT (the “Termination Option Agreement”) is made effective on June 11, 2026 (“Option Effective Date”), between SEASPAN ENERGY LTD. (“Owners”) and STABILIS GDS, INC. (“Charterers”).

WHEREAS:

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SECOND AMENDMENT TO LOAN AGREEMENT

THIS SECOND AMENDMENT TO LOAN AGREEMENT (this “Amendment”) is made and entered into effective as of March 31, 2026, by and between STABILIS SOLUTIONS, INC., a Florida corporation (“Borrower”), and AMERISTATE BANK, an Oklahoma state banking corporation (“Lender”).

R** E C I T A L S:**

WHEREAS, Borrower and Lender entered into a Loan Agreement dated April 8, 2021, as amended by that certain First Amendment to Loan Agreement dated September 19, 2023 (as amended and as may be amended from time to time, the “Loan Agreement”; the terms defined therein being used herein as therein defined unless otherwise defined herein);

WHEREAS, in connection with the Loan Agreement, Borrower executed and delivered to Lender those certain Advancing Notes titled No. 1 through No. 10, each dated April 8, 2021, each in the original principal amount of $1,000,000.00 (collectively, the “Note”); and

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*Execution Version *

SECOND MODIFICATION AGREEMENT AND AMENDMENT TO OTHER LOAN DOCUMENTS

THIS SECOND MODIFICATION AGREEMENT AND AMENDMENT TO OTHER LOAN DOCUMENTS (this “Agreement”) is executed effective as of June 29, 2026, by** STABILIS SOLUTIONS, INC., a Florida corporation (“Solutions”), STABILIS LNG EAGLE FORD LLC, a Delaware limited liability company (“Eagle Ford”), STABILIS GDS, INC., a Delaware corporation (“GDS”), STABILIS LNG PORT ALLEN, LLC, a Texas limited liability company (“Port Allen”) (Solutions, Eagle Ford, GDS and Port Allen being hereinafter sometimes referred to individually as a “Borrower” and collectively as “Borrowers”), and THE HUNTINGTON NATIONAL BANK, as successor by merger to CADENCE BANK (“Bank”), whose address for purposes hereof is 1333 West Loop South, Suite 1700, Houston, Texas 77027. Each Borrower’s address for purposes hereof is 11750 Katy Freeway, Suite 900, Houston, Texas 77079. **All defined terms contained herein shall have the same meanings as contained in that certain Loan Agreement dated as of June 9, 2023, execu

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SEASPAN ENERGY LTD.

OPTION EXERCISE NOTICE

**Date: **June 24, 2026

To:

Stabilis GDS, Inc.

11750 Katy Freeway, Suite 900

Houston, Texas 77079

Attention: Andrew L. Puhala, SVP & CFO

Email: andy.puhala@stabilis-solutions.com

Re:         Exercise of Termination Option — Time Charter Party for the LNG bunker vessel SEASPAN GARIBALDI

Reference is made to the Termination Option Agreement made effective as of June 11, 2026 (the “Termination Option Agreement”) between Seaspan Energy Ltd. (“Owners”) and Stabilis GDS, Inc. (“Charterers”), relating to the Time Charter Party dated December 12, 2025, as amended (the “Charter”), for the LNG bunker vessel SEASPAN GARIBALDI. Capitalized terms used but not defined herein have the meanings given to them in the Termination Option Agreement.

In accordance with Section 1.2 of the Termination Option Agreement, Owners hereby give notice that Owners are exercising the Termination Option. The Effective Time of termination of the Charter is 12:00 p.m. Pacific Time on June 24, 2026.

Yours faithfully,

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TERMINATION AGREEMENT

This TERMINATION AGREEMENT (this “Termination Agreement”) is made and entered into as of May 15, 2026, by and among Cynosure Partners 2020, LP, a Delaware limited partnership, Cynosure Partners 2020 PV, LP, a Delaware limited partnership, Cynosure Partners 2020 Co-Investment, LLC, a Delaware limited liability company, Cynosure Partners III, LP, a Delaware limited partnership, and Cynosure Partners III Offshore, LP, a Cayman Islands exempted limited partnership (collectively, the “Cynosure Investors”), the Founder Investors (as defined below), and Black Rock Coffee Bar, Inc., a Texas corporation (the “Company”).

RECITALS

WHEREAS, the Cynosure Investors and the Company are parties to that certain Voting Agreement, dated as of September 11, 2025, by and among the Cynosure Investors and the Company (the “Cynosure Voting Agreement”);

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GROWGENERATION CORP.

THIRD AMENDED AND RESTATED 2018 EQUITY INCENTIVE PLAN

1.Purposes of the Plan. The purposes of this Plan are:

•to attract and retain the best available personnel for positions of substantial responsibility,

•to provide incentives to individuals who perform services for the Company, and

•to promote the success of the Company’s business.

The Plan permits the grant of Incentive Stock Options, Nonstatutory Stock Options, Stock Appreciation Rights, Restricted Stock, Restricted Stock Units, Performance Units, Performance Shares and other stock or cash awards as the Administrator may determine.

2.Definitions. As used herein, the following definitions will apply:

(a)“Administrator” means the Board or any of its Committees as will be administering the Plan, in accordance with Section 4 hereof.

(b)“Affiliate” means any corporation or any other entity (including, but not limited to, partnerships and joint ventures) controlling, controlled by, or under common control with the Company.

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[***] Certain information in this document has been excluded pursuant to Regulation S-K, Item 601(b)(10). Such excluded information is not material and is treated by the Registrant as private or confidential.

AMENDMENT NO. 1 TO LICENSE AGREEMENT

This AMENDMENT NO. 1 TO LICENSE AGREEMENT, dated as of November 24, 2020 (this “Amendment”), by and between Mitsubishi Tanabe Pharma Corporation, a corporation organized under the laws of Japan and having its principal place of business at 2-10 Dosho-machi, 3-chome, Chuo-ku, Osaka 541-8505, Japan (“MTPC”),and Mineralys Therapeutics, Inc., a corporation organized under the laws of the state of Delaware and having its principal of business at 100 Pine Street, Suite 1250, San Francisco, CA 94111, U.S.A. (“MINERALYS”).MTPC and MINERALYS are sometimes referred to individually as a “Party” and collectively “Parties”

WHEREAS, the Parties have entered into a License Agreement dated as of July 9, 2020 relating to the license to develop and commercialize MT-4129 (the “Agreement”); and

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[***] Certain information in this document has been excluded pursuant to Regulation S-K, Item 601(b)(10). Such excluded information is not material and is treated by the Registrant as private or confidential.

FOURTH AMENDMENT TO LICENSE AGREEMENT

This Fourth Amendment to License Agreement(this “Fourth Amendment”), dated as of June 2, 2026, is by and between Tanabe Pharma Corporation (formerly known asMitsubishi Tanabe Pharma Corporation), a corporation organized under the laws of Japan (“TPC”), and Mineralys Therapeutics, Inc., a corporation organized under the laws of the state of Delaware(“MINERALYS”). TPC and MINERALYS are sometimes referred to singly as a “Party” and collectively as the “Parties.”

WHEREAS, thePartiespreviouslyenteredintothatcertainLicenseAgreement, effective as of July 9, 2020, and as amended pursuant to that certain Amendment No. 1 dated as of November 24, 2020, that certain Amendment No. 2 effective as of June 15, 2023, and that certain Amendment No. 3 effective as of May 29, 2025 (the “License Agreement”);

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[***] Certain information in this document has been excluded pursuant to Regulation S-K, Item 601(b)(10). Such excluded information is not material and is treated by the Registrant as private or confidential.

Execution Version

LOAN AGREEMENT

Dated as of June 2, 2026

among

MINERALYS THERAPEUTICS, INC.

(as Borrowerand a Credit Party),

THE GUARANTORS SIGNATORY HERETO OR OTHERWISE PARTY HERETO FROM TIME TO TIME

(as additional Credit Parties),

BIOPHARMA CREDIT PLC

(as Collateral Agent),

BPCR LIMITED PARTNERSHIP

(as a Lender)

and

BIOPHARMA CREDIT INVESTMENTS V (MASTER) LP

(as a Lender)

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TABLE OF CONTENTS

Page

1.ACCOUNTING AND OTHER TERMS1

1.1Accounting1

1.2Defined Terms1

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[***] Certain information in this document has been excluded pursuant to Regulation S-K, Item 601(b)(10). Such excluded information is not material and is treated by the Registrant as private or confidential.

CONFIDENTIAL

AMENDMENT NO.3 TO LICENSE AGREEMENT

THIS AMENDMENT NO.3 TO LICENSE AGREEMENT (this “Amendment No.3”),

effective as of May 29, 2025 (the “Amendment Date”), is made by and between:

Mitsubishi Tanabe Pharma Corporation, a company duly incorporated and existing under the laws of Japan with its principal office at 3-2-10, Dosho-machi, Chuo-ku, Osaka 541-8505, Japan (“MTPC”), on the one hand,

and

Mineralys Therapeutics, Inc., a corporation duly incorporated and existing under the laws of the state of Delaware having its principal place of business at 100 Pine Street, Suite 1250, San Francisco, CA 94111, U.S.A. (“MINERALYS”) on the other hand.

MTPC and MINERALYS may be referred to herein individually as a “Party” and collectively as the “Parties.”

RECITALS

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[***] Certain information in this document has been excluded pursuant to Regulation S-K, Item 601(b)(10). Such excluded information is not material and is treated by the Registrant as private or confidential.

CONFIDENTIAL

AMENDMENT NO.2 TO LICENSE AGREEMENT

THIS AMENDMENT NO.2 TO LICENSE AGREEMENT (this “Amendment No.2”),

effective as of June 15, 2023 (the “Amendment Date”), is made by and between:

Mitsubishi Tanabe Pharma Corporation, a company duly incorporated and existing under the laws of Japan with its principal office at 3-2-10, Dosho-machi, Chuo-ku, Osaka 541-8505, Japan (“MTPC”), on the one hand,

and

Mineralys Therapeutics, Inc., a corporation duly incorporated and existing under the laws of the state of Delaware having its principal place of business at 100 Pine Street, Suite 1250, San Francisco, CA 94111, U.S.A. (“MINERALYS”) on the other hand.

MTPC and MINERALYS may be referred to herein individually as a “Party” and collectively as the “Parties.”

RECITALS

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FIREFLY AEROSPACE INC.

OUTSIDE DIRECTOR COMPENSATION POLICY

POLICY STATEMENT

The purpose of this Outside Director Compensation Policy (the “Policy”) of Firefly Aerospace Inc., a Delaware corporation (the “Company”), is to provide a total compensation package that enables the Company to attract and retain, on a long-term basis, high-caliber directors who are not employees or officers of the Company or its subsidiaries (“Outside Directors”). In furtherance of the purpose stated above, effective as of September 24, 2025 (as applicable, the “Effective Date”), all Outside Directors shall be paid compensation for services provided to the Company as set forth below:

Cash Retainers

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Annual Retainer for Board Membership: $100,000 for general availability and participation in meetings and conference calls of our Board of Directors (the “Board”), to be paid in advance in four equal quarterly installments, to be paid promptly after the beginning of each calendar quarter. No additional compensation for attending individual Board meetings.

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