1,673 material Form 8-K filings that 1,260 companies we cover made with the SEC in February 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).
Muzero Acquisition Corp closed its initial public offering on February 2, 2026, selling 20,125,000 units at $10.00 per unit for gross proceeds of $201,250,000, including the full exercise of the underwriter's over-allotment option. The filing says the full $201,250,000 was placed in a U.S.-based trust account, and funds generally stay there until a business combination is completed or public shares are redeemed, so shareholder capital depends on the company's later combination or liquidation.
IPO closed February 2, 2026: 20,125,000 units at $10.00 each, including 2,625,000 over-allotment units, for gross proceeds of $201,250,000.
$201,250,000 placed in trust account held by Continental Stock Transfer & Trust Company, which includes a $7,043,750 deferred underwriter discount.
Private placement of 486,875 units at $10.00 each to the Sponsor (335,938 units) and BTIG, LLC (150,937 units).
Sheldon Trainor-DeGirolamo, Patrick Aber, Hope Ni and Derek Reisfield joined the board on January 29, 2026; Patrick Aber and Steven Maksymyk became Chief Operating Officer and Chief Strategy Officer.
On February 2, 2026, subsidiary Amneal Pharmaceuticals LLC amended its term loan credit agreement with JPMorgan Chase Bank, N.A. as administrative agent. Existing loans were converted into new term loans of $1,960,076,527.50, and a new term loan of $134,673,472.50 was added, with proceeds used to prepay the remaining existing loans. The company estimates annualized cash interest savings of approximately $11 million, and the August 1, 2032 maturity is unchanged.
Interest margin reduced by 50 basis points to 2.00% (base rate loans) and 3.00% (SOFR-based loans)
Converted term loans totaling $1,960,076,527.50 and a new term loan of $134,673,472.50
Estimated annualized cash interest savings of approximately $11 million; maturity remains August 1, 2032
Amendment allows a repricing transaction without a prepayment premium after August 2, 2026
KRAKacquisition Corp, a blank check company, closed its initial public offering of 34,500,000 units on January 29, 2026, including units from the full exercise of the underwriters' over-allotment option. Gross proceeds were $345 million before underwriting discounts, commissions and offering expenses, and $345 million of the net proceeds and private placement was placed in a trust account. The company has not selected a business combination target, and trust funds are generally not released until a business combination, a shareholder-vote redemption, or redemption of public shares if no combination is completed within 24 months.
January 29, 2026: IPO closed at 34,500,000 units priced at $10.00 each, for gross proceeds of $345 million
Sponsor NCTK Sponsor LLC bought 2,250,000 private placement warrants at $1.00 each, for $2,250,000 in proceeds
$345 million placed in trust account for Class A ordinary shareholders; the company has 24 months from the IPO closing to complete a business combination
No business combination target has been selected, and the filing states no substantive target discussions have occurred
On January 29, 2026, Walker & Dunlop and its operating subsidiary amended their warehousing credit agreement with PNC Bank to, among other things, reduce the applicable daily floating Term SOFR rate. The company continues to guarantee the subsidiary's obligations under the amended agreement, so the change lowers the borrowing cost on this facility without changing the company's guarantee.
Sixteenth Amendment to the Second Amended and Restated Warehousing Credit and Security Agreement dated January 29, 2026, with PNC Bank, National Association, as lender
The amendment reduces the Applicable Daily Floating Term SOFR Rate; the filing does not state the amount of the reduction
The company continues to guarantee Walker & Dunlop, LLC's obligations under the agreement; the filing does not state the facility size
The amendment is filed as Exhibit 10.1 to the 8-K, which was signed February 2, 2026
Nordson signed an amended and restated credit agreement on January 30, 2026, creating a $1.2 billion senior unsecured multicurrency revolving credit facility that matures January 30, 2031. The company used proceeds to repay and retire $248.0 million of term loans under its prior credit facility.
Facility size: $1,200 million senior unsecured multicurrency revolving credit, maturing January 30, 2031
Sub-limits include $85 million for standby letters of credit, $100 million for swingline loans, and the equivalent of $425 million for certain multicurrency borrowings
Proceeds may fund working capital, acquisitions and general corporate purposes, including refinancing existing debt
Nordson used $248.0 million of proceeds to repay and retire term loans under its prior credit facility
United Airlines Holdings issued $1 billion of 5.375% senior notes maturing March 1, 2031, in a public offering on February 2, 2026, with United Airlines, Inc. guaranteeing the notes. The filing describes covenants limiting liens and mergers, and redemption and change-of-control terms, but does not state how the proceeds will be used.
Principal amount of $1 billion, issued February 2, 2026, maturing March 1, 2031
Interest of 5.375% per year, paid semi-annually on March 1 and September 1, starting September 1, 2026
Redeemable before September 1, 2030 at the greater of par or a make-whole amount; at par plus accrued interest on or after that date
Holders may require repurchase at 101% of principal plus accrued interest after a change of control triggering event, unless redeemed or a third-party offer is made
Xcel Energy entered into a $1.5 billion 364-day delayed draw term loan on January 30, 2026, and borrowed $750 million under it for general corporate purposes. The loan is unsecured, matures January 30, 2027, and carries interest tied to Term SOFR plus 85.0 basis points. For shareholders, the filing discloses new borrowing and the covenants attached to it, but it does not report earnings or guidance.
Facility size: $1.5 billion 364-day delayed draw term loan with U.S. Bank National Association as administrative agent, dated January 30, 2026
Amount borrowed: $750 million, to be used for general corporate operations
Pricing: Term SOFR plus 85.0 basis points, or an alternate base rate; matures January 30, 2027
Covenant: consolidated funded debt to total capitalization of 70 percent or less
Capital One Financial closed on February 2, 2026, a public offering of $3 billion in senior notes, split into two $1.5 billion tranches due 2032 and 2037. The notes were sold under an underwriting agreement dated January 29, 2026, and were registered on Form S-3. The filing is a debt financing that adds to the company's long-term borrowings, and it does not report earnings or guidance.
Two tranches of $1.5 billion each: 4.722% notes due 2032 and 5.399% notes due 2037
Closed February 2, 2026 under an underwriting agreement dated January 29, 2026
Underwriters include Barclays Capital, J.P. Morgan, Morgan Stanley, Wells Fargo Securities and Capital One Securities
On February 2, 2026, Albertsons Companies issued $1.2 billion of 5.625% senior notes due 2032 and $900 million of additional 5.750% senior notes due 2034. The company plans to use the proceeds with cash on hand to redeem in full its $1,350 million 4.625% notes due 2027 and its $750 million 5.875% notes due 2028, which replaces that debt with new notes maturing in 2032 and 2034.
$1.2 billion of 5.625% senior notes due March 31, 2032, with interest payable semi-annually starting July 15, 2026
$900 million of additional 5.750% senior notes due March 31, 2034, issued under the November 10, 2025 indenture
Proceeds plus cash on hand will redeem all $1,350 million of 4.625% notes due January 15, 2027 and all $750 million of 5.875% notes due February 15, 2028
The notes are unsecured and were sold under Rule 144A and Regulation S, so they are not registered under the Securities Act
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.