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).
GE Vernova completed an underwritten public offering of $2.6 billion in senior unsecured notes across three maturities on February 4, 2026. The company said net proceeds are intended for general corporate purposes, including financing part of the purchase price for the remaining 50% stake in Prolec GE, which closed on February 2, 2026. The filing shows added debt but does not state results or guidance changes.
Notes total $2.6 billion: $600 million due 2031 at 4.250%, $1.0 billion due 2036 at 4.875%, and $1.0 billion due 2056 at 5.500%.
Net proceeds are intended for general corporate purposes, including part of the Prolec GE stake purchase that closed February 2, 2026.
Underwriters are Citigroup Global Markets Inc., J.P. Morgan Securities LLC and Morgan Stanley & Co. LLC; the Bank of New York Mellon is trustee.
Make-whole redemption applies before the Par Call Dates: January 4, 2031 (2031 Notes), November 4, 2035 (2036 Notes) and August 4, 2055 (2056 Notes).
On February 4, 2026, Oracle completed a $25 billion offering of eight tranches of notes maturing between 2029 and 2066. Two days earlier, it agreed to an equity distribution program that lets sales agents sell up to $20.0 billion of common stock, though Oracle is not obligated to sell any shares. For shareholders, the new debt adds to Oracle's borrowings, and any share sales under the program would increase the number of shares outstanding.
Notes totaling $25 billion: $500 million Floating Rate Notes due 2029 up to $5.0 billion 5.700% Notes due 2036 and 6.700% Notes due 2056, with the 6.850% Notes due 2066 at $2.75 billion.
Net proceeds are for general corporate purposes, including capital expenditures, repayment of debt, investments or acquisitions, and dividends or share repurchases.
At-the-market program dated February 2, 2026 covers up to $20.0 billion of common stock, with 15 sales agents after a February 3, 2026 joinder.
Sales agents may receive a commission of up to 0.50% of gross proceeds from each share sale.
KRAKacquisition Corp, a blank check company, completed its initial public offering of 34,500,000 units at $10.00 per unit on January 29, 2026, raising $345 million. The proceeds are held in a trust account and can generally not be released until a business combination is completed or public shares are redeemed, with a deadline of 24 months from the IPO closing.
IPO of 34,500,000 units at $10.00 per unit closed January 29, 2026, for $345,000,000 gross proceeds
$345,000,000 placed in trust account with Continental Stock Transfer & Trust Company as trustee
Company has until January 29, 2028 to complete an initial business combination or face mandatory liquidation
Audited balance sheet as of January 29, 2026 shows $1,776,784 cash outside trust and a working capital surplus of $1,322,406
Space Asset Acquisition Corp., a blank check company that has not commenced operations, closed its initial public offering of 23 million units at $10.00 per unit on January 29, 2026, raising $230 million gross. The company placed $230 million of the proceeds in a trust account, and it has until January 29, 2028 to complete a business combination.
23,000,000 units sold at $10.00 each, including 3,000,000 units from the underwriters' full over-allotment option
Simultaneous private placement of 645,000 units for $6.45 million to the sponsor and BTIG, LLC
$230 million placed in a U.S.-based trust account maintained by Efficiency INC. as trustee
Deadline to complete a business combination is January 29, 2028, 24 months after the IPO closing
Uniti Group subsidiaries completed a private offering of $1 billion in 8.625% senior notes due June 15, 2032, issued at 100.25% of principal. Proceeds will repay borrowings under Uniti Services' senior secured term loan due 2031, with the remainder for general corporate purposes. The notes add to the company's debt load and are senior unsecured, ranking behind secured debt.
Principal amount: $1,000,000,000; issue price 100.25% of principal, with interest accrued from December 15, 2025
Notes mature June 15, 2032 and pay 8.625% annual interest, first payment June 15, 2026
Proceeds used to repay borrowings under the senior secured first lien term loan facility due 2031 and for general corporate purposes
Company and certain subsidiaries guarantee the notes on a senior unsecured basis; regulatory approval is being sought for some regulated subsidiaries
Stifel Financial and Stifel Nicolaus entered into an Amended and Restated Credit Agreement on February 4, 2026, replacing their existing unsecured credit agreement from September 2023. The new facility provides up to $1.0 billion in committed unsecured revolving borrowings, matures February 4, 2031, and carries variable rates based on SOFR. The filing describes it as a working capital and general corporate backstop, with no new borrowing amount disclosed beyond the facility size.
Facility size: up to $1.0 billion in committed unsecured revolving borrowings
Maturity date: February 4, 2031
Rates are variable and based on the Secured Overnight Financing Rate (SOFR)
Bank of America, N.A. is administrative agent for a lender syndicate; existing commitments were terminated when the new agreement took effect
Greenbrier's leasing subsidiary, GBX Leasing 2022-1 LLC, issued $300 million of Series 2026-1 railcar-secured notes on February 4, 2026. The company says the financing supports its leasing business and is non-recourse to Greenbrier, though the notes can be accelerated if certain defaults occur under the indenture.
Class A notes: $280,425,000 at a fixed 5.13%; Class B notes: $19,575,000 at a fixed 5.30%, both payable monthly.
Stated final maturity is February 22, 2056, but the filing anticipates earlier repayment if cash flow assumptions are met, with no assurance they will be.
Notes are obligations of the issuer only and are secured by a railcar portfolio and related operating leases; the press release describes them as non-recourse to Greenbrier.
Net proceeds from the railcars acquired will be used for general corporate purposes, per the filing.
VSE Corporation agreed on February 2, 2026 to sell 3,989,362 shares of common stock at $188.00 each, and underwriters exercised their option in full for 598,404 more shares. The company estimates net proceeds of about $830.2 million, which it plans to use mainly to fund part of the cash price for its pending PAG Acquisition.
Firm shares: 3,989,362 at $188.00 per share; option for 598,404 additional shares exercised in full on February 3, 2026
Estimated net proceeds of approximately $830.2 million after underwriting discounts and before offering expenses
Proceeds intended to help fund cash consideration for the PAG Acquisition of PAG HoldCo, parent of Precision Aviation Group; closing expected February 4, 2026
Executive officers and directors agreed to a 60-day lock-up on sales of common stock, subject to exceptions
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.