924 material Form 8-K filings that 737 companies we cover made with the SEC in January 2026, 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).
PROG Holdings completed its acquisition of Purchasing Power, a voluntary employee benefit program, on January 2, 2026, for approximately $420 million in cash, subject to customary adjustments. The deal was funded with cash on hand and debt, including a $125 million incremental term loan and $135 million of revolving borrowings under an amended credit agreement that raises the permitted leverage covenant to 3.25x for fiscal 2026. The filing does not disclose the acquired business's revenue or earnings.
Purchase price: approximately $420 million in cash, plus about $330 million of non-recourse funding debt that remained in place after closing
Funding: $125 million incremental term loan, $135 million revolving borrowings and cash on hand
Credit agreement fourth amendment dated January 2, 2026; term loan matures November 15, 2029
Maximum total net leverage covenant raised to 3.25x in fiscal 2026, 3.00x in 2027 and 2.50x thereafter
Dana Incorporated completed the sale of its Off-Highway business to Allison Transmission Holdings, Inc. on January 1, 2026, for $2.732 billion in cash, subject to certain adjustments. Dana says the deal will allow it to reduce debt by about $2 billion and return $1 billion to shareholders through 2027, including about $650 million already returned, which matters to shareholders because it changes the company's debt level and capital return plans.
Sale closed January 1, 2026, for $2.732 billion in cash, subject to adjustments.
Buyer is Allison Transmission Holdings, Inc. (NYSE: ALSN); Dana says the deal is valued at 7.5 times the business's expected 2025 adjusted EBITDA.
Dana plans to reduce debt by about $2 billion to reach target net leverage of 1x over the business cycle.
Dana plans to return $1 billion to shareholders through 2027, with about $650 million already returned; the target is $50 million above the prior target.
CNX Resources disclosed that Alan Shepard will become President and Chief Executive Officer and a board member, and Everett Good will become Chief Financial Officer, both effective January 1, 2026. The filing sets out their pay packages, including base salaries and incentive targets, and their change-in-control severance terms, which show the cost of each executive's exit terms to the company.
Alan Shepard: base salary of $600,000 per year, with a short-term incentive target of $720,000 and a 2026 long-term equity target of $3,000,000.
Everett Good: base salary of $310,000 per year, with a short-term incentive target of $186,000 and a 2026 long-term equity target of $1,700,000.
Good received a special grant on January 5, 2026 of 191,667 target performance share units, earned based on absolute stock price performance through July 31, 2028 and July 31, 2030.
Shepard's amended change-in-control agreement provides cash severance of 2.5 times base salary plus short-term incentive pay; Good's provides 1.5 times.
QuinStreet completed its acquisition of all equity securities of SIREN GROUP AG, doing business as HomeBuddy, on January 2, 2026, under a Share Purchase Agreement dated November 30, 2025. The company also entered a new $150 million senior secured revolving credit facility, which it says will partly fund the deal and may be used for working capital and general corporate purposes.
Cash paid at closing: $115.0 million, subject to adjustments in the Purchase Agreement
Additional post-closing payments owed: $75.0 million, payable in equal annual installments over four years
New $150 million revolving credit facility with MUFG Bank, LTD. as administrative agent, maturing January 2, 2031
Facility secured by first-priority liens on substantially all assets of the borrower and certain subsidiaries; interest at SOFR-based rate plus up to 2.75% or base rate plus up to 1.75%
Occidental completed the sale of its chemical business, OxyChem, to Berkshire Hathaway on January 2, 2026, for $9.7 billion in cash, subject to customary purchase price adjustments. The company says the deal accelerates its plan to strengthen its balance sheet, and its pro forma figures also reflect the redemption of $6.5 billion of debt. Pro forma results that remove OxyChem show lower nine-month 2025 diluted earnings per share from continuing operations of $1.50, compared with $1.68 as reported.
Sale completed January 2, 2026, for $9.7 billion in cash, subject to customary purchase price adjustments.
Pro forma figures reflect redemption of $6.5 billion of Occidental debt.
Nine-month 2025 diluted EPS from continuing operations: $1.50 pro forma versus $1.68 historical.
Occidental's subsidiary Environmental Resource Holdings, LLC retained OxyChem's legacy tort claims and environmental liabilities; OxyChem results will be reported as discontinued operations starting Q4 2025.
CISO Global received a Nasdaq letter on December 30, 2025, stating its common stock closed below $1.00 for 33 consecutive business days, so it no longer meets Nasdaq's minimum bid price requirement. The company has until June 29, 2026 to regain compliance, and may be eligible for a second 180-day period, but the filing says the notice has no immediate effect on the listing and there is no assurance compliance will be regained.
Nasdaq letter dated December 30, 2025 cites a closing bid price below $1.00 for the previous 33 consecutive business days
Compliance requires a closing bid price of $1.00 or more for at least 10 consecutive business days on or before June 29, 2026
If not compliant by June 29, 2026, the company may be eligible for an additional 180 calendar days, with a possible reverse stock split
Failing to cure could lead to a delisting notice, which the company could appeal
On January 2, 2026, Cactus, Inc. announced it completed its acquisition of a 65% controlling interest in Baker Hughes Company's Surface Pressure Control business, through a joint venture with Baker Hughes' indirect subsidiary. The filing sets an exit option from the second anniversary of closing, with a price based on six times Adjusted EBITDA, capped at a $660 million maximum valuation and a $530 million minimum if Cactus elects to buy. Cactus said formal financial guidance for the business will come later in the first quarter of 2026, so its effect on results is not yet quantified.
Closing announced January 2, 2026; Cactus holds a 65% controlling interest in the Surface Pressure Control business
Exit option begins at the second anniversary of closing; exit price is six times Adjusted EBITDA, with a $660 million maximum and $530 million minimum valuation if Cactus elects to buy
Formal financial guidance for the business to be provided later in the first quarter of 2026
Historical and pro forma financial statements to be filed by amendment within 71 days after the filing deadline
Allison Transmission completed its acquisition of Dana Incorporated's off-highway drive and motion systems business on January 1, 2026, for a purchase price of $2.732 billion, subject to adjustments. The company amended its credit agreement to increase its revolving credit facility to $1 billion and add a $1.2 billion incremental term loan to help fund the deal, adding substantial new debt for shareholders to weigh against the expanded business.
Acquisition completed January 1, 2026; purchase price $2.732 billion, subject to adjustments
Revolving credit facility increased from $750 million to $1 billion and extended to January 2, 2031
New $1.2 billion incremental term loan matures January 2, 2033
Craig M. Price named President and Business Unit Leader of Allison Off-Highway Drive and Motion Systems effective January 1, 2026
First Financial Bancorp completed its merger with Chicago-based BankFinancial Corporation on January 1, 2026, and merged BankFinancial's bank into First Financial Bank. Each BankFinancial share was converted into 0.480 of a First Financial common share, and the company says the combined business will have $22 billion in assets and 18 Chicago-area financial centers from BankFinancial. The filing gives no financial results or purchase price for the deal, so its effect on earnings is not stated.
Merger completed January 1, 2026; First Financial Bank is the surviving bank in the bank merger
Exchange ratio: 0.480 of a First Financial common share for each BankFinancial share
BankFinancial brings 18 financial centers in the Chicago area; combined assets to be $22 billion
BankFinancial branches keep their name until the systems conversion, anticipated in June 2026
Commerce Bancshares said on January 1, 2026 that it closed its previously announced acquisition of FineMark Holdings, parent of FineMark National Bank & Trust. The filing says the deal adds private banking and wealth management locations in Arizona and South Carolina, and that Commerce has approximately $36 billion of assets and $90 billion of assets under administration on a pro forma basis.
Closing announced January 1, 2026, under a merger agreement dated June 16, 2025
Pro forma assets of approximately $36 billion and $90 billion of assets under administration, using September 30, 2025 data
FineMark National Bank & Trust merged into Commerce Bank and will operate as FineMark Bank & Trust, a division; systems conversion planned for the second half of 2026
The forward-looking statements section cites dilution from Commerce's issuance of common stock in connection with the acquisition
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.