352 material Form 8-K filings that 310 companies we cover made with the SEC in August 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).
WisdomTree announced a private offering of $300 million of convertible senior notes due 2029, subject to market conditions. Proceeds are intended in part to repurchase about $104 million of its 5.75% convertible notes due 2028 and to help fund a roughly $144 million cash repurchase of its Series A Preferred Stock from ETFS Capital Limited. The preferred repurchase depends on the offering closing and the 2028 note repurchases, so the outcome and final terms are not yet set.
Offering of $300 million convertible senior notes due 2029 to qualified institutional buyers, with an option for up to $45 million more; interest rate and conversion terms to be set at pricing
About $104 million of 5.75% convertible senior notes due 2028 targeted for repurchase; amounts depend on negotiations with holders
All 14,750 Series A Preferred shares, convertible into 14.75 million common shares, to be repurchased for approximately $144 million in cash, with the price based on the average stock price over four trading days
Related Investor Rights Agreement with ETFS Capital Limited to terminate at the repurchase closing
BorgWarner agreed on August 7, 2024 to sell $500 million of 4.950% senior notes due 2029 and $500 million of 5.400% senior notes due 2034, for $1 billion in total principal. The company said it will use the proceeds to repurchase any and all of its 3.375% notes due March 15, 2025 and 5.000% notes due October 1, 2025 that are validly tendered in tender offers, with any remainder for general corporate purposes. The filing is a debt refinancing and does not report new financial results.
Two tranches: $500 million of 4.950% notes due August 15, 2029 and $500 million of 5.400% notes due August 15, 2034
Interest payable semi-annually on February 15 and August 15, beginning February 15, 2025
Proceeds to repurchase 3.375% notes due March 15, 2025 and 5.000% notes due October 1, 2025 via tender offers, plus tender fees and expenses
Notes are general unsecured obligations; the indenture is with The Bank of New York Mellon Trust Company, N.A.
Permian Resources Operating, LLC, a subsidiary of Permian Resources Corporation, issued $1.0 billion of 6.25% senior unsecured notes due February 1, 2033 on August 5, 2024. Concurrently, the company ran a tender offer for its 7.75% senior notes due 2026, and holders tendered $298,703,000 of them, with the remaining outstanding 2026 notes set for redemption on February 15, 2025. The new notes add $1.0 billion of direct debt for shareholders, and the indenture contains covenants that limit dividends, asset sales and additional borrowing.
$1.0 billion of 6.25% senior notes issued August 5, 2024, maturing February 1, 2033, with the first interest payment due February 1, 2025
$298,703,000 (about 99.57%) of the 7.75% 2026 notes validly tendered at expiration, plus $850,000 more through guaranteed delivery by August 6, 2024
Remaining 2026 notes to be redeemed February 15, 2025; $481,642.50 deposited in trust to satisfy and discharge the 2026 indenture
Notes are guaranteed on a senior unsecured basis by Permian Resources Corporation (NYSE: PR)
Agree Realty entered a fourth amended and restated revolving credit agreement with PNC Bank as administrative agent, raising borrowing capacity from $1.0 billion to $1.25 billion and extending maturity from January 15, 2026 to August 8, 2028. The borrowing rate also falls to SOFR plus 72.5 basis points from 77.5 basis points, with a 10-basis point credit spread adjustment in both cases, so the company gets more capacity, longer maturity and lower borrowing costs.
Borrowing capacity rises to $1.25 billion from $1.0 billion; accordion feature allows an increase up to $2.0 billion.
Maturity extended to August 8, 2028 from January 15, 2026, subject to company extension options.
Interest spread cut to SOFR plus 72.5 basis points from 77.5 basis points, plus a 10-basis point credit spread adjustment.
A First Amendment to the July 31, 2023 Term Loan Agreement aligns covenants with the new credit agreement; its maturity and pricing are unchanged.
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.