815 material Form 8-K filings that 659 companies we cover made with the SEC in March 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).
Dave Inc. issued $200 million of 0% convertible senior notes due April 1, 2031, after initial purchasers fully exercised their option for an extra $25 million. The company received net proceeds of approximately $192.1 million, used part of it to buy capped call transactions and repurchase about 0.3 million shares, and plans to use the rest for general corporate purposes, including more buybacks, which matters to shareholders because the notes can add up to 949,340 shares of dilution on conversion, partly offset by the capped calls.
$200 million principal issued March 9, 2026 under a Rule 144A offering; notes mature April 1, 2031
Net proceeds of approximately $192.1 million; $17.3 million spent on capped calls and about $70.5 million used to repurchase about 0.3 million Class A shares
Initial conversion price of approximately $279.13 per share; up to 949,340 shares may be issued on conversion, with capped calls subject to a cap of $421.34 per share
Fortress Value Acquisition Corp. V said the underwriter fully exercised its over-allotment option on March 9, 2026, buying 3,750,000 additional Class A ordinary shares for $37.5 million in gross proceeds. The total IPO now stands at 28,750,000 shares and $287.5 million in gross proceeds, with that amount held in the trust account. The filing does not describe a business combination target.
Underwriter exercised in full its option for 3,750,000 additional Class A ordinary shares at $10.00 each, or $37.5 million gross, on March 9, 2026.
Total IPO of 28,750,000 Class A ordinary shares generated $287.5 million in gross proceeds, which began trading on Nasdaq as FVAV on February 26, 2026.
Trust account cash totals $287.5 million, including $15,812,500 of deferred underwriting commissions.
Sponsor bought 200,000 private placement shares at $10.00 each, about $2 million, at the IPO closing on February 27, 2026.
On March 5, 2026, Valero Energy entered into an underwriting agreement to issue $850 million of 5.150% Senior Notes due 2036, with closing expected on March 10, 2026. The notes are issued under a 2015 indenture with U.S. Bank Trust Company, National Association, as trustee, and the offering was made under the company's Form S-3 registration statement and a March 5, 2026 prospectus supplement. The filing is a routine debt financing and does not state how the proceeds will be used.
Principal amount of $850 million of 5.150% Senior Notes due 2036
Underwriting agreement dated March 5, 2026, with SMBC Nikko Securities America, Citigroup Global Markets, MUFG Securities Americas and Wells Fargo Securities as representatives
NIKE signed a new 364-day unsecured revolving credit agreement with Bank of America as administrative agent, providing up to $1 billion of borrowings that mature March 5, 2027, and it terminated its prior $1.0 billion 364-day facility on the same day. The filing states no amounts were outstanding under the prior facility and that the new agreement has no financial covenants, so the change is a renewal of existing liquidity arrangements rather than a new debt load.
New 364-day unsecured revolving credit facility of up to $1 billion, dated March 6, 2026, maturing March 5, 2027
Commitments can be increased to up to $1.5 billion with lender agreement
Prior $1.0 billion 364-day credit agreement dated March 7, 2025 was terminated March 6, 2026; no amounts were outstanding under it
U.S. dollar borrowings priced at Term SOFR plus 0.595%; the agreement contains no financial covenants
American Airlines Group and American Airlines, Inc. amended three credit agreements on March 5, 2026, increasing aggregate revolving commitments from $3.0 billion to $3.11 billion. The maturity of each facility was extended from June 4, 2029 to March 5, 2031, giving the airline more borrowing capacity and a later repayment deadline.
Aggregate revolving commitments rose from $3.0 billion to $3.11 billion across the 2013, 2014 and 2023 facilities.
New incremental commitments were $1,295.8 million (2014 facility), $362.8 million (2013 facility) and $1,451.3 million (2023 facility).
Maturity of each revolving facility extended from June 4, 2029 to March 5, 2031.
Agreements were entered into with Citibank, N.A. and Barclays Bank PLC as administrative agents, and the filing says the terms are substantially similar to the prior facilities otherwise.
SM Energy issued and sold $1.0 billion of 6.625% Senior Notes due April 15, 2034, under a March 4, 2026 purchase agreement and a March 9, 2026 indenture with U.S. Bank Trust Company as trustee. The filing adds $1.0 billion of long-term debt with a fixed annual interest rate and restrictions on additional debt, dividends and asset sales, which shareholders should weigh against the company's existing obligations.
Principal amount: $1.0 billion of 6.625% Senior Notes due April 15, 2034, sold to BofA Securities as representative of the initial purchasers.
Interest payable semi-annually on April 15 and October 15, starting October 15, 2026.
Company may redeem up to 40% of the notes before April 15, 2029 at 106.625% of principal using certain equity offering proceeds; full redemption is allowed at a make-whole premium before that date.
Indenture limits the company's ability to incur additional debt, pay certain dividends, sell assets and merge, and includes events of default such as a $100.0 million cross-default threshold.
Humana sold $1.0 billion of 6.625% junior subordinated notes due September 15, 2056, at 100% of principal, and the offering closed March 9, 2026. The company expects net proceeds of about $986 million, which it intends to use for general corporate purposes, including possibly repaying debt such as commercial paper borrowings.
Principal amount of $1.0 billion; public offering price 100% of principal amount
Expected net proceeds of about $986 million after underwriting discounts and offering expenses
Fixed 6.625% rate until September 15, 2031, then resets every five years to five-year U.S. Treasury rate plus 2.891%, not below 6.625%
Company may defer interest for up to 10 consecutive years if no event of default has occurred; notes are subordinate to senior indebtedness
Abbott Laboratories completed a $20 billion offering of senior notes on March 9, 2026, in seven fixed-rate and floating-rate series maturing between 2029 and 2066. The company said it will use the proceeds, together with cash on hand and/or additional borrowings, mainly to fund the consideration for its pending acquisition of Exact Sciences, repay certain Exact Sciences debt, and cover fees and general corporate purposes. The notes add $20 billion of debt to Abbott's balance sheet, and if the acquisition is not completed by the outside deadline, Abbott must redeem the notes at 101% of principal plus accrued interest.
Total offering of $20 billion across eight note series, with the largest series being $3.75 billion each for the 5.500% notes due 2056 and 4.650% notes due 2036
Notes were sold under a pricing agreement dated February 23, 2026, with Morgan Stanley, Barclays, BofA Securities and J.P. Morgan among the underwriters
Proceeds are earmarked for the Exact Sciences acquisition under a merger agreement dated November 19, 2025
If the acquisition is not consummated by five business days after the later of February 17, 2027 or any later agreed End Date, or Abbott notifies the trustee it will not pursue the deal, the notes must be redeemed at 101% of principal plus
Occidental Petroleum said that as of 5:00 p.m. New York time on March 4, 2026, holders had tendered notes exceeding its tender cap, so it raised the maximum principal it will buy from $700 million to $1.2 billion and accepted $1.2 billion of notes across three series. The 6.125% 2031 notes were accepted in full, the 6.625% 2030 notes were prorated at 28.7%, and the 2029 debentures were not accepted, while a supplemental indenture removes certain covenants from the 6.125% 2031 notes.
Accepted for purchase: $843,259,000 of 6.125% 2031 notes (100% proration), $335,208,000 of 6.625% 2030 notes (28.7% proration), and $21,533,000 of zero coupon 2036 notes
The 7.200% and 7.950% 2029 debentures were not accepted, and consents for the 2030 notes and 2029 debentures were not obtained, so those indentures are unchanged
The Fifth Supplemental Indenture for the 6.125% 2031 notes became operative March 9, 2026, and sets the minimum redemption notice period at 5 business days
Early settlement is March 9, 2026, and the tender offers expire at 5:00 p.m. New York time on March 19, 2026 unless extended or terminated
Essential Utilities closed a $500 million offering of 5.125% senior notes maturing March 15, 2036, issued under a 2019 indenture and a new supplemental indenture dated March 9, 2026. The filing is a routine debt financing that adds $500 million of long-term borrowing, and the filing does not state how the proceeds will be used.
$500 million principal amount of 5.125% Senior Notes due March 15, 2036, issued March 9, 2026
Interest payable semi-annually on March 15 and September 15, starting September 15, 2026
Company may redeem the notes before December 15, 2035 at the greater of a make-whole amount or par, and at par afterward
Barclays Capital, PNC Capital Markets and RBC Capital Markets were representatives of the underwriters
On March 6, 2026, Crescent Energy issued $690 million of 2.75% convertible senior notes due March 15, 2031, including the full exercise of a $90 million underwriter option. The company plans to use about $512 million of the estimated net proceeds to redeem its 9.250% Senior Notes due 2028, and the notes could dilute shareholders if converted, though capped call transactions are expected to reduce that dilution up to a $22.48 per share cap price.
$690 million aggregate principal of 2.75% convertible senior notes due March 15, 2031, issued March 6, 2026, including the $90 million option exercised in full
Initial conversion price of about $14.89 per share, a premium of about 32.5% over the $11.24 share price on March 3, 2026
Capped call transactions cost about $57 million, with an initial cap price of $22.48 per share
About $512 million of net proceeds planned to redeem all outstanding 9.250% Senior Notes due 2028
Marzetti signed a First Amendment to its credit agreement on March 4, 2026. The amendment raises the revolving loan from $150 million to $200 million and adds a $200 million term loan to finance the previously reported acquisition of the Japanese Barbecue Sauce brand Bachan's, Inc. This gives the company new borrowing capacity tied to a specific acquisition, which matters to shareholders because it shows how the deal is being funded.
Revolving loan increases from $150 million to $200 million.
New $200 million term loan will finance the Bachan's, Inc. acquisition.
Total credit could expand by an additional $200 million, subject to lender consent and conditions.
Term loan matures five years after funding, with a springing maturity date of March 6, 2029 under certain conditions.
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.