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).
Colombier Acquisition Corp. III, a blank check company, closed its initial public offering of 29.9 million units at $10.00 each on February 5, 2026, raising $299 million including the full exercise of the underwriters' over-allotment option. The $299 million was placed in a U.S.-based trust account to fund a future business combination, which has not yet been identified, and the filing's audited balance sheet and auditor's report raise substantial doubt about the company's ability to continue as a going concern.
29,900,000 units sold at $10.00 per unit, including 3,900,000 units from the full over-allotment option, for gross proceeds of $299 million on February 5, 2026.
Private placement of 150,000 units to sponsor Colombier Sponsor III LLC for $1.5 million.
$299 million placed in trust with Continental Stock Transfer & Trust Company; deferred underwriting fee of $3 million recorded.
Auditor WithumSmith+Brown states the company lacks sufficient cash and working capital to sustain operations for one year, raising substantial doubt about going concern.
Microchip agreed to sell $800 million of 0% convertible senior notes due 2030, and the initial purchasers exercised in full their option for an additional $100 million on February 10, 2026. The company reports net proceeds of approximately $883.3 million, with about $68.0 million used for capped call transactions and the remainder intended to repay commercial paper. Shareholders could face dilution if the notes convert at the initial conversion price of about $104.17 per share, though the capped calls are generally expected to reduce that potential dilution up to a cap price of $148.82 per share.
$800 million of notes sold, plus a $100 million option exercised in full on February 10, 2026; notes mature February 15, 2030
Net proceeds of approximately $883.3 million; about $68.0 million used for capped call transactions
Initial conversion price of about $104.17 per share, a 40.0% premium to the $74.41 last reported sale price on February 9, 2026
Company may not redeem the notes before February 20, 2029; holders may require repurchase on February 15, 2029
Evergy entered into a $500 million unsecured Term Loan Credit Agreement with Wells Fargo Bank on February 11, 2026, expiring February 10, 2027. The proceeds are expected to fund working capital, capital expenditures, permitted acquisitions and general corporate purposes, including repaying the $55 million Bank of America term loan that Evergy terminated the same day with no early termination penalties.
New $500 million unsecured Term Loan Facility with Wells Fargo Bank, National Association, as administrative agent, expiring February 10, 2027
Covenant sets maximum ratio of total indebtedness to total capitalization at 0.65 to 1.00 on a consolidated basis
Prior $55 million term loan with Bank of America, dated January 7, 2026, terminated; it was due to expire January 6, 2027, with no early termination penalties
National Bank Holdings Corporation sold $150 million of 5.875% fixed-to-floating rate subordinated notes due 2036, with net proceeds of about $147.3 million that it intends to use for general corporate purposes. The notes are intended to qualify as Tier 2 capital for regulatory purposes, and the offering size rose from an initial $100 million due to strong investor demand.
Principal amount of $150.0 million; sold at 100% of par with a 1.25% underwriting discount
Fixed 5.875% rate through February 15, 2031, then Three-Month Term SOFR plus 241 basis points until maturity on February 15, 2036
Offering closed February 11, 2026; Piper Sandler & Co. was sole book-running manager
Company may redeem the notes beginning February 15, 2031, or earlier upon a Tax Event or Tier 2 Capital Event
PepsiCo issued four tranches of euro-denominated senior notes on February 11, 2026, with aggregate principal of €2.5 billion and net proceeds of approximately €2,482 million. The proceeds will be used for general corporate purposes, including repaying commercial paper. The filing is a debt financing disclosure and does not report changes to earnings or guidance.
Four tranches total €2.5 billion: floating rate notes due 2028 (€500 million), 3.300% notes due 2034 (€650 million), 3.700% notes due 2038 (€850 million) and 4.150% notes due 2047 (€500 million)
Net proceeds of approximately €2,482 million, to be used for general corporate purposes including repaying commercial paper
Notes were issued February 11, 2026 under a shelf registration on Form S-3; BNP Paribas, Goldman Sachs, Mizuho and Morgan Stanley were joint book-running managers
MillerKnoll entered into Amendment No. 5 to its credit agreement on February 10, 2026, refinancing its entire 2025 term loan B facility, which had an initial principal of $550 million, with a new 2026 term loan B facility. The new facility had $548.6 million outstanding at closing, carries an interest margin 25 basis points lower than before, and matures on August 7, 2032, the same date as the old loan.
New 2026 term loan B facility had $548,625,000 outstanding as of February 10, 2026
Applicable margin cut to 2.00% for SOFR-based loans and 1.00% for base rate loans, 25 basis points lower than before
Prepayments tied to certain repricing events in the first six months carry a 1.00% premium
IRT's operating partnership signed a Sixth Amended and Restated Credit Agreement dated February 11, 2026, with KeyBank as administrative agent. The facility rises to $1.5 billion, with an option to increase it to $2.0 billion, and includes a new $350 million term loan maturing in February 2030 that will partly repay a $200 million 2026 term loan. The same day, IRT reported full-year 2025 EPS of $0.24 versus $0.17 and CFFO per share of $1.17 versus $1.16, and guided 2026 CFFO per share to $1.12 to $1.16.
Credit facility increased to $1.5 billion, with an option to raise it to $2.0 billion; new $350 million term loan matures February 2030
Applicable SOFR margin at closing was 77.5 basis points for the revolver and 85 basis points for the 2028 and 2030 term loans
Q4 2025 net income available to common shares was $33.3 million versus a net loss of $1.0 million a year earlier
2026 guidance: EPS of $0.21 to $0.28 and CFFO per share of $1.12 to $1.16, compared with $1.17 CFFO per share for full-year 2025
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.