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).
CareTrust REIT entered a new equity distribution agreement allowing it to sell up to $1,000,000,000 of common stock through a group of sales agents and forward purchasers. The company replaced its prior at-the-market program dated January 21, 2025, and says proceeds would go to its operating partnership for general corporate purposes, including acquisitions and debt repayment. Because new shares would add to the outstanding share count, the program could dilute existing shareholders, though the filing does not state when or whether shares will be sold.
New February 2026 ATM Program covers up to $1,000,000,000 of common stock, $0.01 par value.
Sales agents receive commissions of up to 2.0% of gross sale prices; forward purchasers receive up to 2.0% of the related volume-weighted average price.
Prior program was terminated; $367.0 million of shares remain subject to outstanding forward sale agreements.
Shares are issued under a Form S-3 shelf registration filed February 17, 2026.
Leidos amended and restated its credit agreement on February 12, 2026, increasing its revolving credit facility from $1.0 billion to $1.5 billion and extending its maturity to five years after the effective date. The company also lowered the unused commitment fee range and removed a 0.10% credit spread adjustment, while no revolver borrowings were outstanding at signing.
Revolving credit facility commitments increased from $1.0 billion to $1.5 billion
Revolver maturity extended to five years after the February 12, 2026 Restatement Effective Date
Unused commitment fee reduced to 0.08% to 0.20% per annum from 0.09% to 0.25%
No borrowings were outstanding under the revolver as of the effective date; term loan terms unchanged
On February 12, 2026, underwriters partly exercised their option to buy additional units, and United Acquisition Corp. I sold 182,300 units at $10.00 each for $1.8 million in gross proceeds. The company also sold private placement units and warrants for $27.3 million...
182,300 units sold at $10.00 per unit, for gross proceeds of $1,823,000, completed February 12, 2026
Private placement of 2,280 units ($22,800) and 6,060 warrants at $0.75 ($4,545), for a total of $27,345
Trust account held $101,823,000 as of February 12, 2026, per the unaudited pro forma balance sheet
Underwriters' deferred fee rises by $63,805 to $3,563,805; 1,317,700 units remain under the option
Regency Centers entered into an equity distribution agreement with RBC Capital Markets and Royal Bank of Canada allowing it to sell common stock and forward sale agreements with an aggregate sales price of up to $500 million. The filing says the company will not initially receive proceeds from borrowed shares sold by a forward seller, and proceeds depend on how and when forward sale agreements settle, so the dilution and cash impact to shareholders will depend on future sales.
Shares may be sold from time to time with an aggregate offering price of up to $500 million, including through forward sale agreements
Sales agent commissions will not exceed 2.0% of gross sales prices
Shares will be issued under an automatic shelf registration on Form S-3 filed February 17, 2026
Spartacus Acquisition Corp. II, a blank check company focused on technology, media and telecommunications, closed its initial public offering of 23,000,000 units at $10.00 per unit on February 12, 2026, including the full exercise of the underwriters' over-allotment option. The $230 million placed in a trust account can generally be released only for a business combination, for shareholder redemptions if no combination is completed within 24 months, or for shareholder-approved changes to those terms, so shareholder funds remain held in trust until one of these events occurs.
Gross IPO proceeds of $230,000,000; units began trading on Nasdaq on February 11, 2026 under TMTSU
Private placement of 4,125,000 warrants to Spartacus Sponsor II LLC at $1.00 per warrant, or $4,125,000 in total
Trust account holds $230,000,000; funds generally held until a business combination or redemption if none is completed within 24 months of the IPO closing
Board appointments of Christopher Downie, David Marshack and Eric Edidin as independent directors effective February 10, 2026
TE Connectivity entered into a new $3 billion five-year senior revolving credit agreement on February 13, 2026, which replaces the existing $1.5 billion facility from April 2024. The new facility will back the company's commercial paper borrowings and matures on February 13, 2031, with options to extend and increase commitments.
New revolving credit commitments total $3,000,000,000, replacing the $1,500,000,000 facility dated April 24, 2024
Maturity is February 13, 2031, with two possible one-year extensions and up to $1,000,000,000 in optional commitment increases
Facility includes a debt-to-EBITDA covenant of 3.75 to 1.0, or 4.25 to 1.0 after a qualified acquisition
The company reported no early termination penalties on the existing facility
On February 16, 2026, nVent Electric and subsidiaries amended the $875 million Second Amended and Restated Credit Agreement to let Hoffman Schroff Holdings become a primary borrower alongside nVent Finance, with the two subsidiaries cross-guaranteeing each other's obligations. A Sixth Supplemental Indenture also makes Hoffman a joint and several guarantor of nVent Finance's senior notes due 2028, 2031 and 2033. The filing describes changes to borrowing and guarantee structure; it does not report new borrowing amounts or changes to the facility size.
Credit Agreement aggregate principal amount of up to $875 million, unchanged by the filing's description
Hoffman Schroff Holdings can now borrow as a primary borrower in addition to nVent Finance S.à r.l.
Hoffman fully and unconditionally guarantees nVent Finance obligations under the indenture, including 4.550% notes due 2028, 2.750% notes due 2031 and 5.650% notes due 2033
Amendment and Supplemental Indenture dated February 16, 2026; filed as Exhibits 4.1 and 4.2
On February 11, 2026, Matthews International entered an Eighth Amendment to its credit agreement, reducing the revolving credit facility to $700 million from $750 million and raising the term loan facility to $150 million. The amendment also extends the term loan maturity to January 31, 2029 and sets revised interest coverage ratio requirements through 2026, which shareholders may track as the company's borrowing terms change.
Revolving credit facility reduced to $700 million from $750 million; term loan facility increased to $150 million
Term loan maturity extended to January 31, 2029, with quarterly installments of $1,875,000 beginning July 1, 2026
Minimum interest coverage ratio set at 2.50 to 1.00 for the quarter ending March 31, 2026, 2.75 to 1.00 for June 30, 2026, and 3.00 to 1.00 from September 30, 2026
Additional revolver increases or term loans capped at $250 million; revolver also reduces on certain business sales
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.