392 material Form 8-K filings that 341 companies we cover made with the SEC in July 2024, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Chuck Royce, founder of Royce Investment Partners, will move to a Senior Advisor role on September 30, 2024, ending his day-to-day portfolio management duties. Francis Gannon will join the portfolio management team of Royce Small-Cap Trust (formerly Royce Value Trust) at the same time, per the July 15, 2024 press release attached to the filing.
Chuck Royce becomes Senior Advisor effective September 30, 2024
Francis Gannon joins the Royce Small-Cap Trust portfolio management team, alongside Lauren Romeo, Steven McBoyle, Andrew Palen and George Necakov
Royce Investment Partners reports adding 15 investment professionals over the last five years
Royce Investment Partners said Chuck Royce will move to a Senior Advisor role effective September 30, 2024, after completing his transition from day-to-day portfolio management. For Royce Micro-Cap Trust shareholders, Jim Stoeffel is set to become lead portfolio manager of the trust at that date, with Brendan Hartman remaining portfolio manager and Andrew Palen joining as assistant portfolio manager.
Chuck Royce becomes Senior Advisor effective September 30, 2024
Jim Stoeffel becomes lead portfolio manager of Royce Micro-Cap Trust effective after the close of business on September 30, 2024
Brendan Hartman remains portfolio manager; Andrew Palen joins as assistant portfolio manager
Royce said it has added 15 investment professionals over the last five years
Royce Global Trust disclosed in a July 15, 2024 press release that Chuck Royce, founder of Royce Investment Partners, will move to a Senior Advisor role effective September 30, 2024, ending his day-to-day portfolio management duties. Chuck Royce will transition off the portfolio management of Royce Global Trust, with Steven McBoyle named portfolio manager of the trust as part of the changes.
Chuck Royce becomes Senior Advisor effective September 30, 2024, after ending day-to-day portfolio management
Steven McBoyle will become portfolio manager of Royce Global Trust, effective after the close of business on September 30, 2024
Changes affect multiple funds, including Royce Small-Cap Fund and Royce Premier Fund, with transitions on July 31 and September 30, 2024
Royce says it added 15 investment professionals over the last five years
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.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.