The second figure has started arriving at American homes last week, and it is Slipstream - the TFPrime Starscream mould coloured to look like Animated Slipstream, with a new head.
Expect to get yours (if you ordered one) in the next couple weeks.

FunPub just emailed out yesterday a reminder/update for the second instalment/payment for the Subscription figures... noting that if your details are not up to date, they won't be able to charge you, and you won't get any more figures (if you chose the part-payment option).

Unfortunately, the people at FunPub still haven't learnt their lesson with Credit Card security... as they are still asking people to email their credit card details, if they are no longer members. They suggest doing it split between two emails, but if someone can capture one email, they'll capture both.
There was a phone-in option, but they discouraged it if it was in the days leading up to the cut-off.