OBAIOur Bond, Inc. · Nasdaq Global Market
Effective Supply — the real overhang

From what's tradeable today to what's realistically coming. Bigger = more selling pressure ahead.

14.71M
Reported Float
17.76M
Tradeable Now
(estimated float)
▲ data says 14.71Munderstated 21%
18.40M
Effective Supply
69.80M
Fully Diluted
Dilution risk9/10
CONFIDENCE: MEDIUM
EXTREMEAssessed Jul 22, 2026Trigger: EFFECT registration filingCRITICALActive variable-rate ELOC drawsCRITICALRapid share count growth

Textbook active large-scale dilution vs float: a floating-price ELOC (96% of LOWEST 10-day VWAP with a downward true-up — look-back AND look-forward) has already printed 5,467,310 shares (~37% of the pre-draw float) for only $4.16M in ~3 months, with $45.8M of $50M capacity remaining against a $13M market cap and a fresh 10M-share resale S-1 pending. Share count grew 18.3% in six weeks (XBRL-deterministic) and ~98% since December 2025. Series G preferred carries a FULL-RATCHET conversion reset that ELOC sales below $2.0265 can trigger (up to ~6.9M shares at current price vs 1.2M as filed). Warrants are nominally OTM but have been repriced downward THREE times in four months ($12.35 → $1.25-$2.25), so strikes chase the stock down. Only mitigants: 9.99% blockers, Series C/D leak-out (10% of daily volume), and fixed $2.0265 preferred conversions currently ~4x above market

Share Structure

Float to Fully Diluted Breakdown

LIKELY STALE

Reported float from Insight Sentry. Adjusted based on SEC filing analysis.

Float Discrepancy: our SEC analysis shows 17.76M vs 14.71M reported — understated 21%

Insight Sentry's 14.7M float ties to the 5/14/26 cover page and misses ~3.05M ELOC shares issued to Ascent since then (all registered and free-trading). True tradeable float is ~17.8M (+21% vs quote) and grows with every ELOC draw — the feed's outstanding count (24.46M) is also stale by ~3M shares

Reported Float14.71M21.1%
Float Adjustments3.05M4.4%
+3.05M sharesMEDIUM

ELOC shares issued to Ascent after the 2026-05-14 cover date: S-1 (7/17/26) states 5,467,310 total ELOC shares sold for $4,160,242; ~2.42M of those (plus 970,874 commitment shares) are already inside the 5/14 count per XBRL delta (+3,788,886 from 3/31), leaving ~3.05M issued after 5/14 — registered for resale (effective 4/9/26) and free-trading

Source: S-1 filed 2026-07-17; XBRL share_count_delta

Convertible Notes104.61M149.9%
Equity Line SPA with Ascent — $50M capacity (cut from $300M), priced at 96% of LOWEST 10-day trailing VWAP with downward true-up based on 96% of lowest 10-day FORWARD VWAP after each closing; floor = 20% of April 8, 2026 reference price
Conv. Price: floating_discount
Est. Shares: ~104.14M (variable-discount)
Convertible Revolving Promissory Note (related party, Founder/CEO)
Conv. Price: unknown
Est. Shares: ~462K (estimate)
Warrants9.25M13.2%
common3.00M shares at $1.25
common1.50M shares at $1.25
common4.50M shares at $2.25
common247K shares at $0.4875
Options / RSUs14.91M21.4%
Stock Options14.91M shares
≈ Estimated Actual Float

Reported float + filing adjustments

17.76M

MEDIUM confidence

Pending Shares as % of Float283.9%

Registered and convertible shares that could enter the float relative to current float size.

Fully Diluted69.80M100%

Share estimates are approximate. Convertible share counts based on current price. Review SEC filings for exact terms.

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Dilution profile
Reverse splits
  • 1-for-3·Sep 19, 2025~10 mo ago
Active mechanisms
  • Equity Line SPA — $45.8M remaining of $50M, actively drawn (5.47M shares sold since April 2026), floating price at 96% of lowest 10-day VWAP with downward true-up
  • Pending 10M-share resale S-1 (filed 2026-07-17): 8.8M new ELOC shares + 1.2M Series G conversion shares
  • Series G Preferred full-ratchet conversion reset (triggered by any lower-priced issuance, including ELOC draws)
  • Series C/D preferred conversions at $2.0265 with demonstrated repricing history + stock-paid 8% dividends
  • 7,574,000 Ascent warrants at $1.25-$2.25 with a 3x-in-4-months repricing pattern
  • 247,000 preferred warrants at $0.4875 — in the money

Market Data

Price

$0.46

Market Cap

$13.74M

Outstanding

29.97M

Float

14.71M

Avg Volume

500.9K

Exchange: NASDAQ|Source: Insight Sentry