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).
On January 7, 2026, Arrowhead Pharmaceuticals agreed to sell $625 million of 0.00% convertible senior notes due 2032, upsized from $500 million, and 3,100,776 common shares at $64.50 per share. Underwriters exercised their over-allotment options in full on January 8, 2026. The filing says the offerings add shares and potential conversion shares, which could dilute existing shareholders, and that proceeds are for general corporate purposes and may partly prepay its Sixth Street credit facility.
Convertible notes: $625 million principal, 0.00% interest, maturing January 15, 2032; initial conversion price about $87.07 per share, a premium of about 35.0% to the $64.50 stock offering price.
Common stock: 3,100,776 shares at $64.50 each, plus a 456,116-share option exercised in full on January 8, 2026.
Expected net proceeds with options: about $681.3 million from the notes and $216.6 million from the stock; closings expected January 12, 2026 (notes) and January 9, 2026 (stock).
About $42.8 million of note proceeds will fund capped call transactions; the remainder is for general corporate purposes, and a portion may prepay Sixth Street Lending Partners loans.
CONMED announced that Chief Financial Officer Todd Garner is separating from the company, effective on the earlier of March 15, 2026 or the appointment of a new permanent CFO. The company has retained an executive search firm to find his successor, and the filing states the separation did not arise from any disagreement about operations, policies, financial results or accounting practices.
CFO Todd Garner's separation takes effect on the earlier of March 15, 2026 or the appointment of a new permanent CFO
Garner remains employed through November 2, 2026 under a Transition Letter Agreement dated January 6, 2026
During the consulting period he keeps his base salary and is eligible for a pro-rated 2026 bonus, but gets no annual equity award grant in Q1 2026
The company has retained an executive search firm to find a new CFO
Illumina said it appointed Eric D. Green, M.D., Ph.D., former director of the National Human Genome Research Institute, as Chief Medical Officer effective February 2, 2026. Chief Commercial Officer Everett Cunningham is resigning effective January 16, 2026, and CEO Jacob Thaysen will serve as interim chief commercial officer until a successor is named.
Eric D. Green, M.D., Ph.D., appointed Chief Medical Officer, effective February 2, 2026; reports to the CEO
Green served as NHGRI Director from 2009 to 2025 and spent more than three decades at the National Institutes of Health
Everett Cunningham resigns as Chief Commercial Officer effective January 16, 2026; he has been appointed CEO of a life science tools company
CEO Jacob Thaysen will act as interim chief commercial officer until a permanent successor is named
Merit Medical said preliminary, unaudited fourth-quarter 2025 revenue was in the range of $389 million to $395 million, up about 10% to 11% from a year earlier, or 8% to 10% in constant currency. The company also named F. Ann Millner as Board Chair after founder Fred P. Lampropoulos resigned as director and Chair, which matters to shareholders because the company's leadership is changing while full 2025 results and 2026 guidance are still pending.
Preliminary Q4 2025 revenue of about $389 million to $395 million, up about 10% to 11% year over year; constant currency growth of about 8% to 10%
Lampropoulos resigned as director and Chair effective January 4, 2026, citing personal reasons, and is not leaving over any dispute or financial reporting matter
F. Ann Millner, formerly Lead Independent Director, became Chair effective January 5, 2026; the board also reduced its size from eleven to ten members
Full 2025 results and fiscal 2026 guidance are scheduled for release after the close on February 24, 2026
Navient said its CFO Joe Fisher is out and Steve Hauber, previously chief administrative officer, has taken the CFO role effective January 7, 2026, with Troy Standish adding technology and human resources to his duties. A new CFO role dedicated to subsidiary Earnest has been created and is being searched, which the company says reflects more independent operations for Navient and Earnest.
Joe Fisher leaves as EVP, CFO and principal accounting officer, effective January 6, 2026, and will depart during the first quarter
Steve Hauber's base salary rises to $525,000 effective January 17, 2026, with a target bonus of 125% of salary and equity grants of $637,500 in RSUs and $637,500 in PSUs
Troy Standish's base salary rises to $450,000 effective January 17, 2026, with a target bonus of 125% and equity grants of $450,000 in RSUs and $450,000 in PSUs
Goldman Sachs agreed to transition the Apple Card program and associated accounts to a new issuer, a process expected to take about 24 months. The firm expects the transaction to increase fourth quarter 2025 diluted EPS by $0.46, driven by a $2.48 billion release of loan loss reserves that is partly offset by a $2.26 billion reduction in net revenues and $38 million of operating expenses. The filing also reorganizes the firm's reporting segments starting in Q4 2025, narrowing its consumer-related focus within Platform Solutions.
Apple Card program and associated accounts to transition to a new issuer in about 24 months
Expected $0.46 increase to fourth quarter 2025 diluted EPS
$2.48 billion loan loss reserve release, offset by $2.26 billion net revenue reduction and $38 million operating expenses
Reporting segments reorganized from Q4 2025 into Global Banking & Markets, Asset & Wealth Management and Platform Solutions
Neogen reported fiscal 2026 second-quarter revenue of $224.7 million, down 2.8% from a year earlier, though core revenue rose 2.9%. The net loss narrowed to $15.9 million from $456.3 million a year earlier, which included a goodwill impairment, but adjusted net income fell to $22.6 million from $24.4 million. The company raised its fiscal 2026 revenue outlook to $845 million to $855 million and its adjusted EBITDA outlook to about $175 million.
Revenue was $224.7 million, down 2.8% from $231.3 million; core revenue rose 2.9%, while divestitures and discontinued product lines reduced revenue by 6.6%.
Net loss was $15.9 million, or $(0.07) per diluted share, versus a $456.3 million loss a year earlier that included a $461.4 million goodwill impairment.
Adjusted EBITDA was $48.7 million, down from $51.4 million; gross margin was 47.5%, down from 49.0%, citing tariff costs, inventory write-offs and product mix.
For fiscal 2026, revenue is now expected at $845 million to $855 million and adjusted EBITDA at approximately $175 million.
Teleflex said CEO Liam Kelly left his roles as President and CEO effective the end of January 7, 2026, and director Stuart Randle was named Interim President and CEO effective January 8, 2026. The company also lowered its preliminary full-year 2025 revenue expectation to $3.270 billion to $3.278 billion from $3.305 billion to $3.320 billion, citing softer demand and delayed orders.
Liam Kelly departed as President and CEO effective the end of January 7, 2026; Stephen Klasko was named independent Chair effective January 8, 2026.
Preliminary 2025 revenue is now expected at $3.270 billion to $3.278 billion, versus prior guidance of $3.305 billion to $3.320 billion.
The Board engaged Spencer Stuart to search for a permanent CEO; Randle receives a $140,000 monthly stipend and a $1.5 million restricted stock grant.
Full fourth quarter and 2025 results are expected in late February or early March 2026.
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.