Form 8-K

8-K — Tessera Defense & Homeland Security Inc.

Accession: 0001213900-26-112192

Filed: 2026-10-23

Period: 2026-10-20

CIK: 0001739174

SIC: 7372 (SERVICES-PREPACKAGED SOFTWARE)

Item: Unregistered Sales of Equity Securities

Item: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

Item: Submission of Matters to a Vote of Security Holders

Item: Financial Statements and Exhibits

Documents

8-K — ea0309181-8k_tessera.htm (Primary)

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8-K — CURRENT REPORT

8-K (Primary)

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UNITED

STATES

SECURITIES

AND EXCHANGE COMMISSION

Washington,

D.C. 20549

FORM

8-K

CURRENT

REPORT

Pursuant

to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date

of Report (Date of earliest event reported): October 20, 2026

TESSERA

DEFENSE AND HOMELAND SECURITY INC.

(Exact

name of registrant as specified in its charter)

Delaware

001-38762

82-3364020

(State

or other jurisdiction

of incorporation)

(Commission

File Number)

(I.R.S.

Employer

Identification No.)

850

New Burton Road, Suite 201, Dover, Delaware 19904

(Address

of principal executive offices, including zip code)

(972)

52-437-4900

(Registrant’s

telephone number, including area code)

Not

Applicable

(Former

name or former address, if changed since last report)

Check

the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under

any of the following provisions:

☐ Written

communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting

material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement

communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement

communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities

registered pursuant to Section 12(b) of the Act:

Title

of each class

Trading

Symbol(s)

Name

of each exchange on which registered

Common

Stock, $0.0001 par value per share

HLSQ

NYSE

American

Indicate

by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405

of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging

growth company ☐

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. ☐

Item 3.02 Unregistered Sales of Equity Securities

Between October 20, 2026 and October 23, 2026, Tessera Defense and Homeland Security Inc. (the “Company”) issued 5,332,617

restricted shares of common stock to Mandragola Ltd. (the “Warrant Shares”) in three tranches upon cashless exercises

by Mandragola of portions of the five-year warrant issued (the “DFSL Warrant”) to Mandragola on April 13, 2026 in connection

with the Company’s acquisition of a 60% interest in Dr. Frucht Systems Ltd. (“DFSL”).

The DFSL Warrant is exercisable on a cashless

basis for such number of shares of common stock equal to the Black-Scholes value of a Warrant Share, as set out in the DFSL Warrant, using

the lower of the closing bid prices of the Company’s common stock in the two trading days preceding the exercise, subject to a floor

of $0.10 per share (as adjusted). The DFSL Warrant may not be exercised to the extent that Mandragola, together with its affiliates, would

beneficially own more than 9.99% of the Company’s outstanding common stock after the exercise.

The Warrant Shares were issued in reliance on

the exemption from registration provided by Section 4(a)(2) of the Securities Act of 1933, as amended (the “Securities Act”).

The shares are “restricted securities” within the meaning of Rule 144 under the Securities Act.

As of October 23, 2026, after giving effect to

the issuances described above, the Company had 25,995,794 shares of common stock outstanding.

Item

5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of

Certain Officers.

At the Special Meeting described in Item 5.07 below, the stockholders of the Company approved Amendment No. 2 to the Company’s 2026

Equity Incentive Plan (the “Plan”), which the Company’s Board of Directors adopted on September 24, 2026, subject to

stockholder approval. Amendment No. 2 increased the number of shares of the Company’s common stock reserved and available for issuance

under the Plan by 5,315,000 shares, from 685,000 shares to 6,000,000 shares, in each case after giving effect to the Company’s one-for-ten

reverse stock split effected on September 9, 2026. A summary of the Plan, as amended by Amendment No. 2, is included under “Proposal

1” in the Company’s definitive proxy statement filed with the Securities and Exchange Commission on October 6, 2026 (the “Proxy

Statement”), and is incorporated herein by reference. That summary and the foregoing description are qualified in their entirety

by reference to the full text of Amendment No. 2, which is attached as Annex A to the Proxy Statement and incorporated herein by reference.

a result of the stockholder approval, the equity awards to Michael Oster, the Company’s Chief Executive Officer, and David Rokach, the Company’s Chief Financial Officer, described in Item

5.02 of the Company’s Current Report on Form 8-K filed on October 7, 2026, which were subject to stockholder approval of Amendment

No. 2, are no longer subject to that condition.

Item

5.07. Submission of Matters to a Vote of Security Holders.

The Company held a Special Meeting of Stockholders (the “Special Meeting”) on October 20, 2026 in a virtual meeting format.

As of October 5, 2026, the record date for the Special Meeting, there were 9,026,478 shares of the Company’s common stock, par value

$0.0001 per share (the “Common Stock”), outstanding and entitled to vote. A total of 3,728,434 shares were represented in

person (virtually) or by proxy at the Special Meeting, representing approximately 41.3% of the shares entitled to vote and constituting

a quorum. There were no broker non-votes at the Special Meeting because each proposal was considered a non-routine matter. The vote results

detailed below represent the final results as certified by the Inspector of Election. Each proposal is described in detail in the Company’s

definitive proxy statement filed with the Securities and Exchange Commission on October 6, 2026.

Proposal

1: Approval of Amendment to the 2026 Equity Incentive Plan.

The

Company’s stockholders approved an amendment to the Company’s 2026 Equity Incentive Plan to increase the number of shares

of Common Stock reserved and available for issuance under the plan by 5,315,000 shares, from 685,000 shares to 6,000,000 shares, in each

case after giving effect to the Company’s one-for-ten reverse stock split effected on September 9, 2026. The voting results were

as follows:

For

Against

Abstain

Broker

Non-Votes

3,540,463

187,380

591

Proposal

2: Adjournment Proposal.

The

Company’s stockholders approved the proposal to adjourn the Special Meeting, if necessary or appropriate, to solicit additional

proxies if there were insufficient votes to approve Proposal 1. The voting results were as follows:

For

Against

Abstain

Broker

Non-Votes

3,598,806

128,987

641

Because

Proposal 1 received sufficient votes for approval, no adjournment of the Special Meeting was necessary.

Item

9.01. Financial Statements and Exhibits.

(d)

Exhibits.

Exhibit

No.

Description

104

Cover Page Interactive Data File (embedded within the

Inline XBRL document)

SIGNATURE

Pursuant

to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by

the undersigned hereunto duly authorized.

TESSERA DEFENSE AND HOMELAND SECURITY

INC.

Date: October 23, 2026

By:

/s/ Michael Oster

Name:

Michael Oster

Title:

Chief Executive Officer

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Oct. 20, 2026

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Entity File Number

001-38762

Entity Registrant Name

TESSERA

DEFENSE AND HOMELAND SECURITY INC.

Entity Central Index Key

0001739174

Entity Tax Identification Number

82-3364020

Entity Incorporation, State or Country Code

Entity Address, Address Line One

850

New Burton Road

Entity Address, Address Line Two

Suite 201

Entity Address, City or Town

Dover

Entity Address, State or Province

Entity Address, Postal Zip Code

19904

City Area Code

972

Local Phone Number

52-437-4900

Written Communications

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Pre-commencement Tender Offer

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Title of 12(b) Security

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Trading Symbol

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Security Exchange Name

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