# EDGAR Filing Document

**Accession Number:** 0002044010
**File Stem:** 0000950170-25-082025
**Filing Date:** 2025-6
**Character Count:** 16213
**Document Hash:** 4933004389a234966ee60a7c6a6f892e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000950170-25-082025.hdr.sgml**: 20250605

**ACCESSION NUMBER**: 0000950170-25-082025

**CONFORMED SUBMISSION TYPE**: SCHEDULE 13G

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20250605

**DATE AS OF CHANGE**: 20250605

**SUBJECT COMPANY**: 

**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

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13G
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-95054
- **FILM NUMBER:** 251025845

**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
**FILED BY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Armada Sponsor II LLC
- **CENTRAL INDEX KEY:** 0002044010

**ORGANIZATION NAME:**
- **EIN:** 995122688
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13G

**BUSINESS ADDRESS:**
- **STREET 1:** 1769 MARKET STREET
- **STREET 2:** SUITE 602
- **CITY:** PHILADELPHIA
- **STATE:** PA
- **ZIP:** 19103
- **BUSINESS PHONE:** 215-543-6886

**MAIL ADDRESS:**
- **STREET 1:** 1769 MARKET STREET
- **STREET 2:** SUITE 602
- **CITY:** PHILADELPHIA
- **STATE:** PA
- **ZIP:** 19103

### Attached PDF Documents

**Attachment 1:** `ck0000000000-ex99_1.pdf`

Exhibit 99.1

# JOINT FILING AGREEMENT

Pursuant to and in accordance with the Securities Exchange Act of 1934, as amended, and the rules and regulations thereunder (the "Exchange Act") the undersigned hereby agree to the joint filing on behalf of each of them of any filing required by such party under Section 13 of the Exchange Act or any rule or regulation thereunder (including any amendment, restatement, supplement, and/or exhibit thereto) with respect to securities of Armada Acquisition Corp. II, a Cayman Islands exempted company, and further agree to the filing, furnishing, and/or incorporation by reference of this Agreement as an exhibit thereto. Each of them is responsible for the timely filing of such filings and any amendments thereto, and for the completeness and accuracy of the information concerning such person contained therein; but none of them is responsible for the completeness or accuracy of the information concerning the other persons making the filing, unless such person knows or has reason to believe that such information is inaccurate. This Agreement shall remain in full force and effect until revoked by any party hereto in a signed writing provided to each other party hereto, and then only with respect to such revoking party. This Agreement may be executed in any number of counterparts all of which taken together shall constitute one and the same instrument.

IN WITNESS WHEREOF, the undersigned have executed this Agreement as of the 4th day of June, 2025.

/s/ Stephen P. Herbert
Stephen P. Herbert

/s/ Douglas M. Lurio
Douglas M. Lurio

Armada Sponsor II LLC

By: /s/ Stephen P. Herbert
Name: Stephen P. Herbert
Title: Managing Member

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

## SCHEDULE 13G

### Under the Securities Exchange Act of 1934

**Issuer:** Armada Acquisition Corp. II

**Title of Class of Securities:** Class A Ordinary Shares, par value $0.0001 per share

**CUSIP Number:** G0R38G104

**Date of Event Which Requires Filing of this Statement:** 05/22/2025

**Check the appropriate box to designate the rule pursuant to which this Schedule is filed:**

- [ ] Rule 13d-1(b)

- [ ] Rule 13d-1(c)

- [x] Rule 13d-1(d)

---

| 1. | Names of Reporting Persons<br>Armada Sponsor II LLC | Names of Reporting Persons<br>Armada Sponsor II LLC |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>DE | Citizenship or Place of Organization<br>DE |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>8280000 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>8280000 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>8280000 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>8280000 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>29% | Percent of Class Represented by Amount in Row (9)<br>29% |
| 12. | Type of Reporting Person (See Instructions)<br>OO | Type of Reporting Person (See Instructions)<br>OO |

**Comment for Type of Reporting Person:** (1) Consists of (i) 7,880,000 Class A ordinary shares of Armada Acquisition Corp. II (the "Issuer") issuable upon conversion of 7,880,000 Class B ordinary shares of the Issuer, and (ii) 400,000 Class A ordinary shares that are included in the private placement units, in each case, as more fully described in the Issuer's Registration Statement on Form S-1 (File No. 333-286110), as amended (the "Registration Statement") . Does not include the 200,000 Class A ordinary shares that are included in 200,000 private placement warrants which are also included in the private placement units. (2) 29.0% is calculated by using a denominator that is equal to (i) 20,000,000 Class A ordinary shares included in the issued and outstanding publicly held units of the Issuer, as reported in the Issuer's Registration Statement, (ii) 7,880,000 Class A ordinary shares issuable upon conversion of 7,880,000 Class B ordinary shares and (iii) (iii) 710,000 Class A ordinary shares that are included in the private placement units.

---

| 1. | Names of Reporting Persons<br>Stephen P. Herbert | Names of Reporting Persons<br>Stephen P. Herbert |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>X1 | Citizenship or Place of Organization<br>X1 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>8280000 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>8280000 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>8280000 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>8280000 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>29% | Percent of Class Represented by Amount in Row (9)<br>29% |
| 12. | Type of Reporting Person (See Instructions)<br>IN | Type of Reporting Person (See Instructions)<br>IN |

**Comment for Type of Reporting Person:** (1) Consists of (i) 7,880,000 Class A ordinary shares of the Issuer issuable upon conversion of 7,880,000 Class B ordinary shares of the Issuer, and (ii) 400,000 Class A ordinary shares that are included in the private placement units, in each case, as more fully described in the Issuer's Registration Statement on Form S-1 (File No. 333-286110), as amended (the "Registration Statement") . Does not include the 200,000 Class A ordinary shares that are included in 200,000 private placement warrants which are also included in the private placement units. (2) 29.0% is calculated by using a denominator that is equal to (i) 20,000,000 Class A ordinary shares included in the issued and outstanding publicly held units of the Issuer, as reported in the Issuer's Registration Statement, (ii) 7,880,000 Class A ordinary shares issuable upon conversion of 7,880,000 Class B ordinary shares and (iii) (iii) 710,000 Class A ordinary shares that are included in the private placement units.

---

| 1. | Names of Reporting Persons<br>Douglas M. Lurio | Names of Reporting Persons<br>Douglas M. Lurio |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>X1 | Citizenship or Place of Organization<br>X1 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>8280000 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>8280000 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>8280000 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>8280000 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>29% | Percent of Class Represented by Amount in Row (9)<br>29% |
| 12. | Type of Reporting Person (See Instructions)<br>IN | Type of Reporting Person (See Instructions)<br>IN |

**Comment for Type of Reporting Person:** (1) Consists of (i) 7,880,000 Class A ordinary shares of the Issuer issuable upon conversion of 7,880,000 Class B ordinary shares of the Issuer, and (ii) 400,000 Class A ordinary shares that are included in the private placement units, in each case, as more fully described in the Issuer's Registration Statement on Form S-1 (File No. 333-286110), as amended (the "Registration Statement") . Does not include the 200,000 Class A ordinary shares that are included in 200,000 private placement warrants which are also included in the private placement units. (2) 29.0% is calculated by using a denominator that is equal to (i) 20,000,000 Class A ordinary shares included in the issued and outstanding publicly held units of the Issuer, as reported in the Issuer's Registration Statement, (ii) 7,880,000 Class A ordinary shares issuable upon conversion of 7,880,000 Class B ordinary shares and (iii) (iii) 710,000 Class A ordinary shares that are included in the private placement units.

---

**Item 1(a). Name of Issuer:**
Armada Acquisition Corp. II

**Item 1(b). Address of Issuer's Principal Executive Offices:**
1760 Market Street, Suite 602, Philadelphia, Pennsylvania 19103

**Item 2(a). Name of Person Filing:**
This statement is filed on behalf of each of the following persons (collectively, the "Reporting Persons"):

(1) Armada Sponsor II LLC;
(2) Stephen P. Herbert
(3) Douglas M. Lurio

**Item 2(b). Address of Principal Business Office:**
The principal business address of each of the Reporting Persons is 1760 Market Street, Suite 602, Philadelphia, Pennsylvania 19103.

**Item 2(c). Citizenship:**
(1) Armada Sponsor II LLC is Delaware limited liability company;
(2) Stephen P. Herbert is a citizen of the United States.
(3) Douglas M. Lurio is a citizen of the United States.

**Item 2(d). Title of Class of Securities:**
Class A Ordinary Shares, par value $0.0001 per share

**Item 2(e). CUSIP Number:**
G0R38G104

**Item 3. If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:**

(a) [ ] Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o).

(b) [ ] Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c).

(c) [ ] Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c).

(d) [ ] Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8).

(e) [ ] An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);

(f) [ ] An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);

(g) [ ] A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);

(h) [ ] A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);

(i) [ ] A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);

(j) [ ] A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), if filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:

(k) [ ] Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).

**Item 4. Ownership:**

**(a) Amount beneficially owned:**

The responses to Items 5-11 of the cover pages of this Schedule 13G are incorporated herein by reference. Armada II Sponsor LLC ("Sponsor") is the record holder of (i) 7,880,000 Class B ordinary shares, which are convertible into Class A ordinary shares as more fully described in the Issuer's Registration Statement and (ii) 400,000 Class A ordinary shares that are included in the private placement units. The amount reflected does not include 200,000 Class A ordinary shares that are included in 200,000 private placement warrants which are also included in the private placement units.

**(b) Percent of class:**

29.0

**(c) Number of shares as to which the person has:**

**(i) Sole power to vote or to direct the vote:**

0

**(ii) Shared power to vote or to direct the vote:**

8,280,000

**(iii) Sole power to dispose or to direct the disposition of:**

0

**(iv) Shared power to dispose or to direct the disposition of:**

8,280,000

**Item 5. Ownership of Five Percent or Less of a Class.**

[x] If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following.

**Item 6. Ownership of More than 5 Percent on Behalf of Another Person.**

Not Applicable

**Item 7. Identification and Classification of the Subsidiary**

Not Applicable

**Item 8. Identification and Classification of Members of the Group**

Not Applicable

**Item 9. Notice of Dissolution of Group**

Not Applicable

**Item 10. Certification:**

—

### SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

**Armada Sponsor II LLC**

**Date:** 06/04/2025

**By:** /s/ Stephen P. Herbert

**Name & Title:** Stephen P. Herbert, Managing Member

**Stephen P. Herbert**

**Date:** 06/04/2025

**By:** /s/ Stephen P. Herbert

**Name & Title:** Stephen P. Herbert

**Douglas M. Lurio**

**Date:** 06/04/2025

**By:** /s/ Douglas M. Lurio

**Name & Title:** Douglas M. Lurio