Kensington Capital Acquisition Corp. VI – Material Contracts Watch

from S-4/A 21 pages Nth Cycle Holdings, Inc. 2026 Incentive Award Plan

from S-4/A 12 pages Standard Form Incentive Stock Option Granted by Nth Cycle, Inc. (The “Company”) Under the 2024 Stock Incentive Plan

from S-4/A 15 pages The Purpose of This Plan (The “Plan”) Is to Secure for Nth Cycle, a Delaware Corporation (The “Company”) and Its Shareholders the Benefits Arising From Capital Stock Ownership by Employees, Officers and Directors Of, and Consultants or Advisors To, the Company and Its Parent and Subsidiary Corporations Who Are Expected to Contribute to the Company’s Future Growth and Success. Under the Plan Recipients May Be Awarded Both (I) Options (As Defined in Section 2.1) to Purchase the Company’s Common Stock, Par Value $0.0001 (“Common Stock”) and (II) Shares of Common Stock (“Restricted Stock Awards”). Except Where the Context Otherwise Requires, the Term “Company” Shall Include Any Parent and All Present and Future Subsidiaries of the Company as Defined in Sections 424(e) and 424(f) of the Internal Revenue Code of 1986, as Amended or Replaced From Time to Time (The “Code”). Those Provisions of the Plan Which Make Express Reference to Section 422 of the Code Shall Apply Only to Incentive Stock Options (As That Term Is Defined Below). Appendix a to This Plan Shall Apply Only to Participants in the Plan Who Are Residents of the State of California. 2. Types of Awards and Administration. 2.1

from S-4/A 11 pages Nth Cycle, Inc. Stock Option Agreement Granted Under 2020 Stock Incentive Plan

from S-4/A 2 pages Amendment No. 2 to the Nth Cycle, Inc. 2020 Stock Incentive Plan

from S-4/A 17 pages 2020 Stock Incentive Plan of Nth Cycle, Inc

from S-4/A 8 pages Stock Restriction Agreement

from S-4/A 22 pages Nth Cycle, Inc. Restricted Stock Agreement

from S-4/A 3 pages February 1, 2026 Raffi Freeman Letter of Employment via Electronic Mail to [***] via Electronic Mail to Re: Offer of Employment Dear Raffi: On Behalf of Nth Cycle, Inc. (The “Company”) I Am Pleased to Offer You Employment in the Position of Chief Financial Officer, Subject to the Terms and Conditions Below

from S-4/A 5 pages Subordinated Convertible Promissory Note

from S-4/A 12 pages Nth Cycle, Inc. Omnibus Amendment to Note Purchase Agreement and Subordinated Convertible Promissory Notes

from S-4/A 6 pages Nth Cycle, Inc. Amendment to Note Purchase Agreement

from S-4/A 44 pages Note Purchase Agreement

from S-4/A 5 pages Subordinated Convertible Promissory Note

from S-4/A 11 pages Nth Cycle, Inc. Omnibus Amendment to Note and Warrant Purchase Agreement and Subordinated Convertible Promissory Notes

from S-4/A 9 pages Nth Cycle, Inc. Amendment No. 3 to Note and Warrant Purchase Agreement

from S-4/A 9 pages Nth Cycle, Inc. Amendment No. 2 to Note and Warrant Purchase Agreement

from S-4/A 8 pages Nth Cycle, Inc. Amendment to Note and Warrant Purchase Agreement

from S-4/A 53 pages Note and Warrant Purchase Agreement

from S-4/A 46 pages Second Amended and Restated Voting Agreement