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SCHEDULE 13D/A 0001605484 XXXXXXXX LIVE 10 Class A Common Stock, $0.0001 par value per share 01/03/2026 false 0001824502 03945R102 Archer Aviation Inc. 190 WEST TASMAN DRIVE SAN JOSE CA 95134 Giorgio Fossati 31 237001511 TAURUSAVENUE 1 HOOFDDORP P7 2132LS 0001605484 N Stellantis N.V. AF WC Y P7 69658043.00 8577024.00 69658043.00 8577024.00 78235067.00 N 10.4 CO 0001513153 N FCA US LLC OO Y DE 0.00 0.00 0.00 0.00 0.00 N 0.0 OO 0001518840 N FCA NORTH AMERICA HOLDINGS LLC OO N DE 0.00 0.00 0.00 0.00 0.00 N 0.0 OO 0001980653 N FCA FOREIGN SALES HOLDCO LTD. OO N X0 0.00 0.00 0.00 0.00 0.00 N 0.0 OO 0001980514 N SFS UK 1 LTD. OO N X0 0.00 0.00 0.00 0.00 0.00 N 0.0 OO 0001978738 N STELLANTIS EUROPE S.P.A. WC N L6 0.00 8577024.00 0.00 8577024.00 8577024.00 N 1.1 CO Class A Common Stock, $0.0001 par value per share Archer Aviation Inc. 190 WEST TASMAN DRIVE SAN JOSE CA 95134 See Items 7-13 of the cover pages and Item 3 above. The percentage calculations herein are based upon the statement in the Issuer's quarterly report on Form 10-Q, as filed with the SEC on November 6, 2025, that there were 651,341,543 shares of Class A Common Stock of the Issuer outstanding as of October 31, 2025, and also take into account (i) the 81,250,000 shares of Class A common stock issued pursuant to a securities purchase agreement entered into by the Issuer on November 6, 2025, (ii) the 1,517,618 shares of Class A Common Stock issued pursuant to a license agreement entered into by the Issuer with certain licensing parties on November 24, 2025, (iii) the 751,879 shares of Class A Common Stock issuable to Stellantis by the Issuer pursuant to the December Subscription Agreement, (iv) the 1,671,202 shares of Class A Common Stock issuable upon exercise of the FCA US Warrant, (v) the 1,077,024 shares of Class A Common Stock issuable upon exercise of the FCA Italy Warrant and (vi) the 15,000,000 shares of Class A Common Stock issuable upon exercise of the Stellantis Warrant. See Items 7-13 of the cover pages and Item 3 above. The percentage calculations herein are based upon the statement in the Issuer's quarterly report on Form 10-Q, as filed with the SEC on November 6, 2025, that there were 651,341,543 shares of Class A Common Stock of the Issuer outstanding as of October 31, 2025, and also take into account (i) the 81,250,000 shares of Class A common stock issued pursuant to a securities purchase agreement entered into by the Issuer on November 6, 2025, (ii) the 1,517,618 shares of Class A Common Stock issued pursuant to a license agreement entered into by the Issuer with certain licensing parties on November 24, 2025, (iii) the 751,879 shares of Class A Common Stock issuable to Stellantis by the Issuer pursuant to the December Subscription Agreement, (iv) the 1,671,202 shares of Class A Common Stock issuable upon exercise of the FCA US Warrant, (v) the 1,077,024 shares of Class A Common Stock issuable upon exercise of the FCA Italy Warrant and (vi) the 15,000,000 shares of Class A Common Stock issuable upon exercise of the Stellantis Warrant. On January 3, 2025, Tranche 2 of the Stellantis Warrant became vested and exercisable. Upon exercise of Tranche 2 of the Stellantis Warrant, 5,000,000 shares of Class A Common Stock are issuable to Stellantis at an exercise price of $0.01per share. On May 27, 2025, Stellantis purchased the FCA US Warrant from FCA US in exchange for cash consideration. As of such date, FCA US, FCA NAH, FCA FSH and SFS UK ceased to beneficially own Class A Common Stock. On January 3, 2026, Tranche 3 of the Stellantis Warrant became vested and exercisable. Upon exercise of Tranche 3 of the Stellantis Warrant, 5,000,000 shares of Class A Common Stock are issuable to Stellantis at an exercise price of $0.01per share. Pursuant to the Forward Purchase Agreement, so long as Stellantis or its affiliates beneficially own Class A Common Stock equal to at least 12.5% of the Issuer's outstanding Class A Common Stock, it will have the right to nominate one individual for election to the Board as a Class II director at the Issuer's annual meeting of stockholders to occur in 2026 through the date of the Issuer's annual meeting of stockholders in 2029. Thus, so long as Stellantis' designated director remains on the Issuer's board, such director will participate in any board decisions regarding the receipt of dividends from, or the proceeds from the sale of, the Issuer's Common Stock. Not applicable. Stellantis N.V. /s/ Giorgio Fossati Giorgio Fossati/General Counsel 01/06/2026 FCA US LLC /s/ Giorgio Fossati Giorgio Fossati/Attorney-in-Fact 01/06/2026 FCA NORTH AMERICA HOLDINGS LLC /s/ Giorgio Fossati Giorgio Fossati/Attorney-in-Fact 01/06/2026 FCA FOREIGN SALES HOLDCO LTD. /s/ Giorgio Fossati Giorgio Fossati/Attorney-in-Fact 01/06/2026 SFS UK 1 LTD. /s/ Giorgio Fossati Giorgio Fossati/Attorney-in-Fact 01/06/2026 STELLANTIS EUROPE S.P.A. /s/ Giorgio Fossati Giorgio Fossati/Attorney-in-Fact 01/06/2026