AI filing briefs

SEC 8-K filings, explained

Each material 8-K filed by a company listed on a US stock exchange (NYSE, Nasdaq, Cboe), read and summarized: what happened, the key numbers, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). This page lists the last 45 days; every brief stays on its company's 8-K page (4787 companies, A–Z).

All listed companies S&P 1500 only
Any tone PositiveNegativeMixedNeutral
All topics earnings 2465guidance 290m&a 494leadership 796financing 704legal/regulatory 221restructuring 63shareholder 448product/contract 230other 373

33,509 AI briefs of 8-K filings on record, from 4,787 companies. Browse every brief by month, with filters →

33 of 6,084 briefs in the last 45 days.

NRGNRG ENERGY, INC. Nov 9, 7:02 AM ET

NRG Energy to sell six gas generation assets to LS Power for $4 billion

Positive m&a 7.01

NRG Energy agreed to sell six natural-gas generation assets, totaling 4.9 GW, to an affiliate of LS Power for $4 billion in cash, subject to customary adjustments. The sale is targeted to close in the second quarter of 2027, pending regulatory approvals. NRG plans to use the proceeds for $3 billion of share repurchases across 2026 and 2027 and $2 billion of debt reduction at closing.

Read the filing on SEC.gov ↗
DTEDTE ENERGY CO Nov 6, 4:28 PM ET

DTE Energy to sell Vantage for about $3 billion; EPS growth target raised above 9%

Positive m&a 7.01

DTE Energy said it is selling primarily all of its DTE Vantage business for approximately $3 billion to institutional investors advised by J.P. Morgan Asset Management, with closing targeted in the first half of 2027. The company also raised its long-term operating EPS growth target to greater than 9% through 2031, up from a prior 6% to 8% range, and increased its five-year utility capital plan to $44 billion, which it says is nearly 30% above the prior plan.

Read the filing on SEC.gov ↗
VSTVistra Corp. Nov 5, 6:02 AM ET

Vistra Completes Acquisition of Cogentrix Energy and Adds 5,496 MW of Generation Capacity

Positive m&a 2.012.033.027.01

Vistra Corp. has completed its acquisition of Q-Generation Holdings, LLC, adding 10 natural gas generation facilities representing approximately 5,500 megawatts of capacity. The transaction consideration included approximately $2.2 billion in cash and 5,000,000 shares of Vistra common stock, alongside the assumption and planned repayment of approximately $1.7 billion of acquired indebtedness.

Read the filing on SEC.gov ↗
LXFRLUXFER HOLDINGS PLC Nov 4, 9:06 AM ET

Luxfer shareholders approve $17.37-per-share cash sale to Wynnchurch Capital

Positive m&a Written later 5.078.01

Luxfer Holdings shareholders approved the proposed acquisition by affiliates of Wynnchurch Capital at meetings held on November 4, 2026, in London. Holders will receive $17.37 per share in cash upon completion, and the shares will stop trading on the New York Stock Exchange once the deal closes.

Read the filing on SEC.gov ↗
LITELumentum Holdings Inc. Nov 2, 8:39 AM ET

Lumentum Enters Merger Agreement to Be Acquired by Marvell Technology for $115 Billion

Positive m&a 1.015.027.01

Lumentum Holdings Inc. entered into a definitive merger agreement on November 1, 2026, under which Marvell Technology, Inc. will acquire Lumentum in an all-stock transaction with an implied enterprise value of $115 billion. Lumentum stockholders will receive 4.500 shares of Marvell common stock for each share of Lumentum common stock they own. The transaction is expected to close in the first half of calendar year 2028, subject to regulatory and stockholder approvals.

Read the filing on SEC.gov ↗
MRVLMarvell Technology, Inc. Nov 2, 8:06 AM ET

Marvell Technology Announces Agreement to Acquire Lumentum Holdings in All-Stock Transaction

Positive m&a 2.027.01

Marvell Technology has entered into a definitive agreement to acquire Lumentum Holdings in an all-stock transaction with an implied enterprise value of $115 billion for Lumentum. Lumentum stockholders will receive 4.500 shares of Marvell common stock for each share owned, and the deal is expected to close in the first half of calendar year 2028. Additionally, Marvell reported preliminary revenue for the third quarter of fiscal 2027.

Read the filing on SEC.gov ↗
LAZLazard, Inc. Nov 2, 6:30 AM ET

Lazard Completes Acquisition of Campbell Lutyens and Launches Lazard CL

Positive m&a 1.013.027.01

Lazard, Inc. has completed its acquisition of Campbell Lutyens and launched Lazard CL, a combined private capital advisory business. The transaction expands Lazard's private capital advisory and secondary fundraising capabilities, with management anticipating approximately $500 million in combined revenue in 2027.

Read the filing on SEC.gov ↗
ADTADT Inc. Oct 29, 9:23 AM ET

ADT to be acquired by Thrive Holdings for $10.00 per share in cash

Positive m&a 8.01

ADT Inc. agreed to be acquired by Thrive Holdings in an all-cash deal valued at approximately $7.6 billion in equity and $15.3 billion in enterprise value. The $10.00 per share price is a 45.6% premium to the unaffected closing price of $6.87 on October 27, 2026, and ADT will become privately held with its stock ceasing to trade on the New York Stock Exchange upon completion.

Read the filing on SEC.gov ↗
DASHDoorDash, Inc. Oct 29, 7:21 AM ET

DoorDash Reports Q3 2026 Results and Agreement to Acquire Instacart

Positive m&a 2.027.01

DoorDash reported third-quarter 2026 financial results with marketplace GOV of $33.9 billion and GAAP net income of $466 million. Additionally, the company announced a definitive agreement to acquire Instacart for $65.00 per share, representing an equity value of approximately $17 billion. DoorDash also issued financial guidance for the fourth quarter of 2026.

Read the filing on SEC.gov ↗
ULBIULTRALIFE CORP Oct 28, 12:13 PM ET

Ultralife to be acquired by EnerSys in $16.00-per-share cash tender offer

Positive m&a Written later 1.017.01

Ultralife agreed on October 27, 2026 to be acquired by EnerSys through a two-step tender offer and merger, at $16.00 per share in cash, with a total enterprise value of approximately $320 million. The deal is expected to close in the first quarter of calendar 2027 and, if completed, would remove Ultralife's common stock from public markets.

Read the filing on SEC.gov ↗
AOSSMITH A O CORP Oct 27, 8:57 PM ET

A. O. Smith to sell 81% of China business to CPE for about $400 million

Positive m&a 7.01

A. O. Smith agreed to sell an 81% equity interest in its China business to CPE, an alternative asset manager, subject to closing conditions and regulatory approvals. The company keeps a 19% stake and a long-term brand license, and expects the deal to close in the first half of 2027. The company says it intends to use after-tax proceeds and repatriated cash mainly for share repurchases.

Read the filing on SEC.gov ↗
CSGPCOSTAR GROUP, INC. Oct 27, 4:05 PM ET

CoStar Group agrees to buy Vexcel for $730 million in cash; Q3 revenue up 14%

Positive m&a 1.012.027.01

On October 27, 2026, CoStar Group signed a merger agreement through its subsidiaries to acquire Vexcel Group, a provider of aerial imagery and geospatial data, for $730 million in cash, subject to customary adjustments. Closing depends on antitrust waiting periods and other conditions, and the deal does not require CoStar stockholder approval or financing. The same day, CoStar reported third-quarter 2026 revenue of $952 million, up 14%, net income of $74 million versus a $31 million loss a year earlier, and raised its full-year 2026 Adjusted EBITDA guidance to $820 million to $840 million.

Read the filing on SEC.gov ↗
VRTVertiv Holdings Co Oct 27, 6:34 AM ET

Vertiv Completes Acquisition of Utility Innovation Holdings for $1.45 Billion Upfront Cash

Positive m&a 2.017.01

Vertiv Holdings Co. completed its acquisition of Utility Innovation Holdings, Inc. for approximately $1.45 billion in upfront cash, with up to $1.15 billion in additional contingent cash consideration based on EBITDA targets. The transaction expands Vertiv's portfolio into microgrids and behind-the-meter power architecture to help data center operators address power constraints.

Read the filing on SEC.gov ↗
WEAVWeave Communications, Inc. Oct 26, 4:40 PM ET

Weave to Be Taken Private by Francisco Partners at $7.40 Per Share in Cash

Positive m&a Written later 1.011.022.012.033.013.035.015.025.038.01

On October 26, 2026, Francisco Partners completed its acquisition of Weave Communications, and Weave stock stopped trading on the New York Stock Exchange. Stockholders received $7.40 in cash per share, and the company repaid its existing credit facility and entered a new credit agreement with Hercules Capital. Shareholders no longer hold Weave stock, and the company will operate as a privately held company.

Read the filing on SEC.gov ↗
SGRYSurgery Partners, Inc. Oct 26, 9:03 AM ET

Surgery Partners to be acquired for $23.50 a share in cash, valued at $5.7 billion

Positive m&a Written later 1.017.01

Surgery Partners agreed on October 23, 2026 to be acquired by Spyglass Topco, LLC, an entity tied to HealthSpan Partners, in a deal the company values at about $5.7 billion enterprise value. Public shareholders other than Bain Capital affiliates would receive $23.50 in cash per share, and the company would become privately held and delist from Nasdaq if the deal closes. Completion depends on stockholder approval, regulatory clearance, and other customary conditions, with closing expected in the first quarter of 2027.

Read the filing on SEC.gov ↗
MKTXMARKETAXESS HOLDINGS INC Oct 22, 1:21 PM ET

MarketAxess says US antitrust waiting period ended early for ICE merger

Positive m&a 8.01

MarketAxess said the US Department of Justice and Federal Trade Commission granted early termination of the Hart-Scott-Rodino waiting period, effective October 21, 2026. This satisfies the HSR Act condition to close the merger with Intercontinental Exchange, which was announced July 29, 2026. The merger still requires approval by MarketAxess stockholders and other required regulatory approvals.

Read the filing on SEC.gov ↗
SLNSilence Therapeutics plc Oct 19, 8:05 AM ET

Silence Therapeutics to be acquired by Merck KGaA for $20.00 per ADS in cash

Positive m&a Written later 1.017.01

Silence Therapeutics agreed on October 18, 2026 to be acquired by Merck KGaA, Darmstadt, Germany in an all-cash deal valued at about $1.3 billion in equity value. Shareholders and ADS holders would receive $20.00 in cash per American Depositary Share, a 130% premium to the October 16, 2026 closing ADS price, and the transaction was unanimously approved by the Silence board.

Read the filing on SEC.gov ↗
SLGNSILGAN HOLDINGS INC Oct 19, 7:35 AM ET

Silgan to receive $2.3 billion cash in AIP partnership to acquire Trivium for $3.4 billion

Positive m&a 7.01

Silgan Holdings said it will combine its Metal Containers and Food and Beverage Flat Cap Closures businesses with Trivium Packaging in a partnership with funds affiliated with American Industrial Partners (AIP), with the partnership acquiring Trivium in an all-cash deal at a $3.4 billion enterprise value. Silgan expects about $2.3 billion of cash proceeds and a 60% stake in the new partnership, and it expects the deal to be at least 15% accretive to adjusted EPS and free cash flow, including $225 million of expected synergies. The deal is expected to close in mid-2027, subject to regulatory approvals and other conditions, and Silgan confirmed its third-quarter and full-year 2026 adjusted EPS outlook.

Read the filing on SEC.gov ↗
INSWInternational Seaways, Inc. Oct 16, 6:04 AM ET

International Seaways to acquire Bruton; preliminary Q3 net income $340-$350 million

Positive m&a Written later 1.013.027.01

International Seaways agreed to acquire Bruton Limited, a Bermuda tanker company valued at about $370 million, through a share exchange with holders of about 50.5% of Bruton's shares and a later merger. The same release gave preliminary third-quarter 2026 results, with shipping revenues of $480-$490 million and net income of $340-$350 million, including a gain of about $50 million on a vessel sale, while blended spot earnings fell from the second quarter but rose from a year earlier. Shareholders should note that the Bruton merger is subject to a Bruton shareholder vote and that the share issuance will dilute existing holders.

Read the filing on SEC.gov ↗
VRNSVARONIS SYSTEMS INC Oct 15, 5:20 PM ET

Varonis agrees to be acquired by Proofpoint for $49.75 per share in cash

Positive m&a Written later 1.015.027.01

Varonis Systems agreed to be acquired by Proofpoint, a Thoma Bravo portfolio company, in an all-cash transaction valued at about $6.3 billion. Varonis shareholders would receive $49.75 per share, a 52% premium to the June 22, 2026 closing price of $32.71, and the deal requires shareholder and regulatory approval, with closing expected in the first half of 2027. Varonis shares would stop trading on Nasdaq and the company would become private.

Read the filing on SEC.gov ↗
BMBLBumble Inc. Oct 13, 8:56 AM ET

Bumble to be acquired by Ithaca Holdings for $6.05 per share in cash

Positive m&a Written later 1.017.01

Bumble Inc. agreed on October 12, 2026 to be acquired by Ithaca Holdings in an all-cash deal valuing the company at $1.3 billion, with Class A shareholders receiving $6.05 per share, a premium of about 138% to the unaffected October 9, 2026 closing price. Stockholder written consent has already been delivered by the Principal Stockholders, so no further shareholder vote is required, and the company will not issue a third-quarter 2026 earnings release.

Read the filing on SEC.gov ↗
GTEGRAN TIERRA ENERGY INC. Oct 9, 5:26 PM ET

Gran Tierra stockholders approve $1.33 billion sale of Colombian, Ecuadorian units

Positive m&a Written later 5.078.01

Gran Tierra stockholders approved the sale of the company's Colombian and Ecuadorian businesses to Maurel & Prom at a special meeting on October 9, 2026. The company expects about $315 million in net cash proceeds and targets closing on or about December 31, 2026, pending regulatory approvals in Colombia and Ecuador. Stockholders did not approve the non-binding advisory vote on compensation for named executive officers tied to the sale, with more votes against than for.

Read the filing on SEC.gov ↗
PCRXPacira BioSciences, Inc. Oct 8, 9:24 AM ET

Pacira agrees to $1.65 billion sale to Viatris at $36.50 per share in cash

Positive m&a Written later 1.017.01

Pacira BioSciences agreed to be acquired by Viatris through a cash tender offer at $36.50 per share, followed by a second-step merger, for an aggregate equity value of $1.65 billion. Pacira's board unanimously recommends that shareholders tender their shares, and the deal is expected to close by the end of 2026, subject to a majority tender and regulatory clearance.

Read the filing on SEC.gov ↗
OPCHOption Care Health, Inc. Oct 6, 8:22 AM ET

Option Care Health agrees to $32.05-per-share cash sale to CD&R and McKesson

Positive m&a Written later 1.017.01

Option Care Health entered into a merger agreement on October 5, 2026, under which an investor group of CD&R affiliates and McKesson Corporation would acquire the company for $32.05 per share in cash, a total enterprise value of approximately $5.8 billion. The price represents a premium of approximately 37% to the October 5, 2026 closing share price, and the company's board unanimously recommended the deal to stockholders. Shareholders would receive cash and the stock would no longer be publicly listed on Nasdaq once the deal closes, which is expected in the first half of 2027, subject to stockholder and regulatory approvals.

Read the filing on SEC.gov ↗
AGPUAXE COMPUTE INC. Oct 5, 8:35 AM ET

Axe Compute Buys Georgia AI Cluster SPV From Duos, Repays $87.8 Million Loan

Positive m&a Written later 1.017.01

Axe Compute completed its acquisition of 100% of the entity that owns the 288-server Georgia AI cluster from Duos Technologies on September 30, 2026. The company paid off the entity's roughly $87.8 million asset-backed loan with no new equity issued, and owes Duos a remaining $42.9 million deferred purchase price. The customer agreement was extended from three to five years, and the company expects about $364.6 million in revenue over its life.

Read the filing on SEC.gov ↗
MTDRMatador Resources Co Oct 5, 7:36 AM ET

Matador closes $1.255 billion Paloma Permian acquisition in New Mexico

Positive m&a Written later 2.017.01

Matador Resources completed its acquisition of Paloma Permian LLC on October 1, 2026, paying $1.255 billion in cash, subject to post-closing adjustments. The company says the deal adds about 16,500 net acres in Eddy and Lea Counties, New Mexico, and over 156 net drilling locations, and expects it to support free cash flow and debt repayment.

Read the filing on SEC.gov ↗
PTCPTC INC. Oct 5, 7:22 AM ET

PTC agrees to be acquired by Schneider Electric for $205 per share in cash

Positive m&a Written later 1.017.01

PTC signed a merger agreement under which Schneider Electric will acquire the company for $205 per share in cash, valuing PTC's equity at approximately $22.6 billion. The price is a 42.3% premium to PTC's last closing price, and PTC shareholders must approve the deal; closing is anticipated by Q3 2027. Shareholders would receive cash and the stock would be delisted from Nasdaq if the merger closes.

Read the filing on SEC.gov ↗
CHRNChronoScale Holdings Corp Oct 2, 5:27 PM ET

ChronoScale completes sale of Ekso Bionics unit and expands AI infrastructure contracts

Positive m&a Written later 5.025.037.01

ChronoScale Holdings completed the sale of its Ekso Bionics subsidiary on September 30, 2026, and said it will focus on its AI infrastructure business. On October 1, 2026, it also announced an expanded agreement with an existing AI infrastructure customer and a new customer agreement, which together with existing contracts provide for $1 billion in annualized revenue run rate by calendar Q3 2027. The filing does not disclose the sale price or the company's profit results, and the revenue run-rate is a non-GAAP measure subject to deployment and financing risks.

Read the filing on SEC.gov ↗
CTRECareTrust REIT, Inc. Oct 2, 6:00 AM ET

CareTrust closes $764 million UK care home acquisition from LNT and raises 2026 guidance

Positive m&a Written later 2.017.01

On October 1, 2026, CareTrust completed the purchase of 24 completed UK care homes from LNT Care Developments for £576 million (about $764 million), excluding transaction costs. The company also expects to acquire 21 more homes under development for £504 million (about $669 million) on a rolling basis through December 31, 2027, and raised its full-year 2026 guidance, which shareholders may view as a sign of improved earnings expectations.

Read the filing on SEC.gov ↗
ONON SEMICONDUCTOR CORP Oct 1, 5:10 PM ET

onsemi amends Synaptics deal to $123 per share in cash, about $5.7 billion, after rival bid

Positive m&a Written later 1.018.01

onsemi, Synaptics and Merger Sub signed an Amended and Restated Merger Agreement on October 1, 2026, after Synaptics received an unsolicited proposal from a third party. The revised deal is all-cash at $123 per share, with an aggregate value of about $5.7 billion versus about $7 billion under the prior agreement. onsemi says the transaction is now expected to be immediately accretive to non-GAAP earnings per share upon closing.

Read the filing on SEC.gov ↗
LABSTANDARD BIOTOOLS INC. Sep 30, 5:27 PM ET

Standard BioTools to sell mass cytometry unit to GMT-backed Element for $5.5 million

Positive m&a Written later 1.011.027.01

Standard BioTools ended its agreement to sell its mass cytometry business to Multiplex Bio and agreed to sell it to Element Biosystems, a subsidiary of GMT Venture, for $5.5 million in cash. The company agreed to pay Multiplex Bio a $1.5 million termination fee, of which GMT Venture will pay $1.0 million, and says the Element deal increases its net cash position by about $15 million compared with the Multiplex Bio transaction, which the Treeline merger exchange ratio takes into account. Completion still depends on stockholder approval and the pending Treeline merger.

Read the filing on SEC.gov ↗
SSTISOUNDTHINKING, INC. Sep 29, 7:45 AM ET

SoundThinking to be acquired by Transom for $8.00 per share in cash plus CVR

Positive m&a Written later 1.015.027.01

SoundThinking agreed on September 28, 2026 to be acquired by Transom Capital Group through a tender offer for $8.00 per share in cash plus one non-transferable contingent value right worth up to $3.00 per share. The up-front price is a 46% premium to the September 28, 2026 closing price, and holders of about 33% of the outstanding shares have already agreed to tender, so the deal would give shareholders a cash exit if completed.

Read the filing on SEC.gov ↗
MGLDMarygold Companies, Inc. Sep 28, 1:06 PM ET

Marygold agrees to all-cash sale at $2.00 per share to Madison Dearborn-backed buyer

Positive m&a Written later 1.015.037.01

The Marygold Companies agreed on September 25, 2026 to be acquired by funds managed by Madison Dearborn Partners, with stockholders to receive $2.00 per share in cash, a premium of approximately 100% over the September 24, 2026 closing price. Stockholders holding about 75% of the voting power have already approved the merger by written consent, and the company's common stock will be delisted from NYSE American once the deal closes, which is expected in the first half of 2027 or earlier.

Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.

Frequently asked questions

Which filings get a brief?

Form 8-K filings by companies listed on a US stock exchange (NYSE, Nasdaq, Cboe; not over-the-counter stocks) that report a material event: results (Item 2.02), deals (1.01, 2.01), executive changes (5.02), restructuring (2.05), impairments (2.06), delisting notices (3.01), restatements (4.02), cybersecurity incidents (1.05), bankruptcy (1.03) and Regulation FD or other events (7.01, 8.01). Routine filings such as vote results or exhibits only are skipped.

How is the impact score set?

The AI rates each filing from 1 (routine) to 5 (major, such as a merger, bankruptcy or restatement) based only on what the filing says. It is a reading aid for sorting the day's filings, not a prediction of how the stock will move.

How quickly do briefs appear?

On weekdays the SEC filing feed is checked every 5 minutes from 6 am to 5:45 pm Eastern, when nearly all 8-Ks come in, and every hour after that until 10 pm. Briefs of the 1,000 largest companies follow within minutes; the others usually within the hour, or later the same day when many filings arrive at once.

Which companies are covered?

Every company with shares listed on the NYSE, Nasdaq or Cboe that files 8-Ks, about 4,500 of them. Foreign companies that report on Form 6-K instead are not included. The S&P 1500 only filter above narrows the list to the large, mid and small caps of the S&P Composite 1500.

Are older briefs kept?

Yes. This page shows the last 45 days, but every brief ever published stays online: each has its own page, and each company has an 8-K page listing all of its briefs, newest first, linked from its stock page and from the A-Z list of companies.