# EDGAR Filing Document

**Accession Number:** 0002044009
**File Stem:** 0000950170-25-081913
**Filing Date:** 2025-6
**Character Count:** 6934
**Document Hash:** c7231d888d9add5b918e4d3e01c07e92
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000950170-25-081913.hdr.sgml**: 20250604

**ACCESSION NUMBER**: 0000950170-25-081913

**CONFORMED SUBMISSION TYPE**: 3

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20250522

**FILED AS OF DATE**: 20250604

**DATE AS OF CHANGE**: 20250604

**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** LURIO DOUGLAS M
- **CENTRAL INDEX KEY:** 0001202181

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 3
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42661
- **FILM NUMBER:** 251024756

**MAIL ADDRESS:**
- **STREET 1:** 100 DEERFIELD LANE
- **STREET 2:** SUITE 140
- **CITY:** MALVERN
- **STATE:** PA
- **ZIP:** 19355
**ISSUER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Armada Acquisition Corp. II
- **CENTRAL INDEX KEY:** 0002044009
- **STANDARD INDUSTRIAL CLASSIFICATION:** BLANK CHECKS [6770]
- **ORGANIZATION NAME:** 05 Real Estate & Construction
- **EIN:** 981815892
- **STATE OF INCORPORATION:** E9
- **FISCAL YEAR END:** 1231

**BUSINESS ADDRESS:**
- **STREET 1:** C/O OGIER GLOBAL (CAYMAN) LIMITED
- **STREET 2:** 89 NEXUS WAY
- **CITY:** CARMANA BAY, GRAND CAYMAN
- **STATE:** E9
- **ZIP:** KY 1-9009
- **BUSINESS PHONE:** 215-543-6886

**MAIL ADDRESS:**
- **STREET 1:** C/O OGIER GLOBAL (CAYMAN) LIMITED
- **STREET 2:** 89 NEXUS WAY
- **CITY:** CARMANA BAY, GRAND CAYMAN
- **STATE:** E9
- **ZIP:** KY 1-9009

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM 3

### INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

[ ] Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>LURIO DOUGLAS M<br><sub>(Last) (First) (Middle)</sub><br>C/O ARMADA ACQUISITION CORP. II<br>1760 MARKET STREET, SUITE 602<br><sub>(Street)</sub><br>PHILADELPHIA, PA 19103<br><sub>(City) (State) (Zip)</sub> | **3. Issuer Name and Ticker or Trading Symbol**<br>Armada Acquisition Corp. II [ AACIU ] | **5. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  |
| **2. Date of Event Requiring Statement (Month/Day/Year)**<br>2025-05-22 | **4. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[X] Director   [X] 10% Owner<br>[X] Officer (give title below)   [ ] Other (specify below)<br>_See remark_ | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[X] Form filed by One Reporting Person<br>[ ] Form filed by More than One Reporting Person |

---

## Table I - Non-Derivative Securities Beneficially Owned

---

|  |  |  |  |
| --- | --- | --- | --- |
| 1. Title of Security | 2. Amount of Securities Beneficially Owned | 3. Ownership Form | 4. Nature of Indirect Beneficial Ownership |
| Class A Ordinary Shares | 400000<sup>(1)(2)</sup> | I | Armada Sponsor II LLC<sup>(3)</sup> |

---

## Table II - Derivative Securities Beneficially Owned

---

|  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Derivative Security | 2. Date Exercisable and Expiration Date (Month/Day/Year) | 2. Date Exercisable and Expiration Date (Month/Day/Year) | 3. Title and Amount of Underlying Securities | 3. Title and Amount of Underlying Securities | 4. Conversion or Exercise Price | 5. Ownership Form | 6. Nature of Indirect Beneficial Ownership |
| 1. Title of Derivative Security | Date Exercisable | Expiration Date | Title | Amount or Number of Shares | 4. Conversion or Exercise Price | 5. Ownership Form | 6. Nature of Indirect Beneficial Ownership |
| Class B Ordinary Shares | <sup>(4)</sup> | <sup>(4)</sup> | Class A Ordinary Shares | 7880000 | <sup>(4)</sup> | I | Armada Sponsor II LLC<sup>(3)</sup> |
| Private Placement Warrants<sup>(5)</sup> | <sup>(6)</sup> | <sup>(6)</sup> | Class A Ordinary Shares | 200000<sup>(6)</sup> | <sup>(6)</sup> | I | Armada Sponsor II LLC<sup>(3)</sup> |

---

### Footnotes:

(1) Represents 400,000 Class A ordinary shares (the "Private Placement Shares") of Armada Acquisition Corp. II (the "Issuer") that are included in the 400,000 private placement units of the Issuer purchased by Armada Sponsor II LLC (the "Sponsor"), of which (a) 50,000 of such shares will be transferred to each of the Reporting Person and the other managing member of the Sponsor, and (b) an aggregate of 350,000 of such shares will be transferred to the non-managing investors (as defined in the registration statement on Form S-1 (File No. 333-286110) (the "Registration Statement")), in each case, only upon consummation of an initial business combination.

(2) Each Private Placement Unit is comprised of one Private Placement Share and one-half of one private placement warrant of the Issuer (the "Private Placement Warrants"), each whole Private Placement Warrant will be exercisable to purchase one Private Placement Share. Does not include any Private Placement Shares issuable upon the exercise of Private Placement Warrants.

(3) The securities are held directly by the Sponsor. The Reporting Person is a managing member of the Sponsor, therefore, he may be deemed to have beneficial ownership of the securities held directly by the Sponsor. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein.

(4) The Class B Ordinary Shares have no expiration date and will automatically convert into Class A Ordinary Shares at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis.

(5) Represents Private Placement Warrants included in the 400,000 Private Placement Units.

(6) Each Private Placement Warrant is exercisable for cash or on a cashless basis, as described in the Registration Statement. Assuming an exercise for cash, 200,000 Private Placement Shares would be issued upon exercise of the Private Placement Warrants. The Private Placement Warrants expire five (5) years after the completion of the Issuer's initial business combination or earlier upon redemption or liquidation of the Issuer, as described in the Registration Statement.

**Remarks:**
President, Chief Financial Officer and Secretary

**Signature:** /s/ Douglas M. Lurio  
**Date:** 2025-06-03

### Remarks:

Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.

* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).

** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).

Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.

**Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.**