{"filing":{"accession_number":"0001193125-26-234847","cik":"0001773751","ticker":"HIMS","company_name":"Hims \u0026 Hers Health, Inc.","form":"8-K","filing_date":"2026-05-21","report_date":null,"primary_document":"d264371d8k.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/1773751/000119312526234847/d264371d8k.htm"},"events":[{"id":9432,"run_id":8271,"accession_number":"0001193125-26-234847","anchor_item_number":"3.02","event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.94,"summary":"Hims \u0026 Hers issued $402.5 million in convertible notes on May 21, 2026, to qualified institutional buyers under Rule 144A, with up to 18,057,397 shares of Class A common stock potentially issuable upon conversion at an initial conversion price of $29.53 per share. This private placement of convertible securities represents a material dilutive issuance that will result in equity dilution to existing shareholders upon conversion.","company_name":"Hims \u0026 Hers Health, Inc.","ticker":"HIMS","filing_date":"2026-05-21","form":"8-K","submitted_at":null,"items":[{"id":1071,"accession_number":"0001193125-26-234847","item_number":"1.01","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.92,"reasoning":"Hims \u0026 Hers issued $402.5 million in convertible notes on May 21, 2026, pursuant to an indenture with U.S. Bank Trust Company. This represents a material capital-raising transaction that materially affects the company's capital structure and financial obligations. While the notes are debt instruments rather than a traditional M\u0026A transaction, Item 1.01 \"Entry Into a Material Definitive Agreement\" is the appropriate disclosure vehicle for material financing arrangements, and the $402.5 million principal amount and convertible features (with initial conversion price of $29.53 per share) constitute a material event affecting investors' assessment of the registrant's financial position and dilution risk.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-05-22T02:56:07.607820+00:00","company_name":"","ticker":null,"filing_date":""},{"id":1072,"accession_number":"0001193125-26-234847","item_number":"2.03","item_title":null,"event_type":"other_material","event_domain":"catchall","is_material":true,"confidence":0.45,"reasoning":"Item 2.03 discloses creation of a direct financial obligation, with the substance incorporated by reference from Item 1.01 (\"Indenture and Notes\"). Without access to the Item 1.01 content, the specific nature of the obligation cannot be determined—it could be debt issuance (ma_activity if part of a financing transaction), a covenant breach trigger, or another material event. The reference structure prevents confident classification into a more specific category.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-05-22T02:56:07.607820+00:00","company_name":"","ticker":null,"filing_date":""},{"id":1073,"accession_number":"0001193125-26-234847","item_number":"3.02","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.95,"reasoning":"This Item 3.02 discloses an unregistered sale of convertible notes (the \"Notes\") to qualified institutional buyers under Rule 144A, with a maximum of 18,057,397 shares of Class A common stock potentially issuable upon conversion. The disclosure explicitly references Section 4(a)(2) and Rule 144A exemptions, and notes that conversion shares would be issued under Section 3(a)(9). This is a classic dilutive issuance — a private placement of convertible securities that will result in equity dilution to existing shareholders upon conversion.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-05-22T02:56:07.607820+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":1071,"accession_number":"0001193125-26-234847","item_number":"1.01","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.92,"reasoning":"Hims \u0026 Hers issued $402.5 million in convertible notes on May 21, 2026, pursuant to an indenture with U.S. Bank Trust Company. This represents a material capital-raising transaction that materially affects the company's capital structure and financial obligations. While the notes are debt instruments rather than a traditional M\u0026A transaction, Item 1.01 \"Entry Into a Material Definitive Agreement\" is the appropriate disclosure vehicle for material financing arrangements, and the $402.5 million principal amount and convertible features (with initial conversion price of $29.53 per share) constitute a material event affecting investors' assessment of the registrant's financial position and dilution risk.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-05-22T02:56:07.607820+00:00","company_name":"Hims \u0026 Hers Health, Inc.","ticker":"HIMS","filing_date":"2026-05-21"},{"id":1072,"accession_number":"0001193125-26-234847","item_number":"2.03","item_title":null,"event_type":"other_material","event_domain":"catchall","is_material":true,"confidence":0.45,"reasoning":"Item 2.03 discloses creation of a direct financial obligation, with the substance incorporated by reference from Item 1.01 (\"Indenture and Notes\"). Without access to the Item 1.01 content, the specific nature of the obligation cannot be determined—it could be debt issuance (ma_activity if part of a financing transaction), a covenant breach trigger, or another material event. The reference structure prevents confident classification into a more specific category.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-05-22T02:56:07.607820+00:00","company_name":"Hims \u0026 Hers Health, Inc.","ticker":"HIMS","filing_date":"2026-05-21"},{"id":1073,"accession_number":"0001193125-26-234847","item_number":"3.02","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.95,"reasoning":"This Item 3.02 discloses an unregistered sale of convertible notes (the \"Notes\") to qualified institutional buyers under Rule 144A, with a maximum of 18,057,397 shares of Class A common stock potentially issuable upon conversion. The disclosure explicitly references Section 4(a)(2) and Rule 144A exemptions, and notes that conversion shares would be issued under Section 3(a)(9). This is a classic dilutive issuance — a private placement of convertible securities that will result in equity dilution to existing shareholders upon conversion.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-05-22T02:56:07.607820+00:00","company_name":"Hims \u0026 Hers Health, Inc.","ticker":"HIMS","filing_date":"2026-05-21"}]}