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).
Leidos subsidiary Leidos, Inc. issued $600 million of 4.100% notes due 2029 and $800 million of 5.000% notes due 2036 on March 2, 2026. Estimated net proceeds of about $1,387 million will help fund the proposed purchase of ENTRUST, but the notes must be redeemed at 101% if that deal is not completed by the deadline.
Total principal of $1.4 billion: $600 million of 2029 notes and $800 million of 2036 notes
Estimated net proceeds of approximately $1,387 million, earmarked for part of the ENTRUST acquisition consideration
Special mandatory redemption at 101% of principal if the ENTRUST deal is not completed by August 14, 2026, or is abandoned
Notes are senior unsecured obligations guaranteed by Leidos Holdings, with first interest payments due September 15, 2026
Graco Inc. appointed Sanjiv Gupta, currently Vice President & Chief Financial Officer, GM International at General Motors, as its Chief Financial Officer and Treasurer effective April 15, 2026. He succeeds David M. Lowe, who gave notice of his retirement on February 27, 2026 and will stay in a non-executive role through May 2026 to assist the transition.
Sanjiv Gupta, age 52, becomes CFO and Treasurer effective April 15, 2026, succeeding David M. Lowe.
Gupta's base salary is $575,000, with an annual incentive target of 75% of base salary.
Gupta receives a sign-on stock option award with a grant date fair value of $1,175,000, plus an equity award of $1,400,000 that includes $1,120,000 in RSUs and $280,000 in stock options.
Lowe remains with the company in a non-executive capacity through May 2026.
Banner Corporation appointed Monica B. O'Reilly and Judith A. Steiner as directors effective March 1, 2026, and elected them to the board of Banner Bank, its wholly owned subsidiary. The Board increased its size from 12 to 13 directors, and the company said both new directors are independent under NASDAQ listing standards.
Board appointed O'Reilly and Steiner on February 25, 2026, effective March 1, 2026; board size rises from 12 to 13
Each will receive an annual cash retainer of $55,000 and RSUs with a grant date fair value of $65,000, plus committee retainers
O'Reilly joins the Corporate Governance/Nominating and Risk Committees; Steiner joins the Credit Risk and Risk Committees
Intuitive Surgical said it completed on March 1, 2026, its acquisition of the da Vinci and Ion distribution business run by ab medica, Abex, Excelencia Robótica and their affiliates, making the business wholly owned and bringing direct operations to Italy, Spain, Portugal, Malta and San Marino. The filing does not disclose the purchase price or any financial effect, so shareholders can see the structural change but not its size.
Acquisition completed March 1, 2026; announced in a press release dated March 2, 2026
Business covers Italy, Spain, Portugal, Malta, San Marino and associated territories
About 250 employees are joining Intuitive; combined installed base of more than 470 da Vinci systems in Italy, Spain and Portugal as of December 31, 2025
WaFd, Inc. appointed Erin Hill as a director effective March 2, 2026, filling a vacancy left when David K. Grant's term expired at the 2026 Annual Meeting. She also joins the Audit Committee and the board of subsidiary WaFd Bank, and the board has determined she is independent under Nasdaq rules. The filing describes a board addition without financial results or changes to company operations.
Erin Hill appointed to the Board effective March 2, 2026, filling the vacancy created by David K. Grant's term expiring at the 2026 Annual Meeting
Hill will serve in the class of directors with terms expiring in 2027 and has been appointed to the Audit Committee
Hill previously served as Chief Administrative Officer at BNY Mellon and Head of Consumer Banking and Wealth Management at JP Morgan Chase & Co.
Hill receives director compensation on the same basis as other non-employee directors, as described in the 2026 proxy statement
On March 2, 2026, Omnicom closed US notes totaling $1.7 billion and a euro notes offering of €600 million, with net proceeds of about $1.68 billion from the US notes. The company plans to use the US proceeds mainly to repay its 3.600% notes due April 15, 2026, of which $1.4 billion was outstanding at December 31, 2025, which leaves Omnicom's debt structure extended rather than increased by the repayment itself.
U.S. notes: $400 million 4.200% due 2029, $700 million 5.000% due 2033, $600 million 5.300% due 2036
Net proceeds from U.S. notes of approximately $1.68 billion
Proceeds intended to repay $1.4 billion of 3.600% notes maturing April 15, 2026
Euro notes: €600 million 3.850% due May 2, 2034, net proceeds about €594.5 million, listed on NYSE
Kratos Defense & Security Solutions priced a firm underwritten public offering of 14,285,714 common shares at $84.00 each, and the underwriters exercised their 30-day option in full on February 27, 2026. The offering was completed on March 2, 2026, with expected net proceeds of about $1,172,999,977. The company says it will use the proceeds for capital expenditures, product development, balance sheet strengthening, the recent Nomad acquisition, the pending Orbit acquisition and other strategic M&A, which means existing shareholders will own a larger share of the company.
Priced 14,285,714 shares at $84.00 per share; underwriters exercised option for an additional 2,142,857 shares in full on February 27, 2026
Expected net proceeds of approximately $1,172,999,977 after underwriting discounts and commissions
Offering closed March 2, 2026; Robert W. Baird & Co. acted as representative of the underwriters
Proceeds earmarked in part for the recent Nomad acquisition and the pending Orbit acquisition
L3Harris said on March 2, 2026 that Kenneth Sharp will become Senior Vice President and Chief Financial Officer effective March 16, 2026, succeeding Kenneth Bedingfield, who will focus exclusively on leading the Missile Solutions segment as its president. The filing describes Sharp's offer letter, including a $875,000 base salary, a $3,250,000 target annual equity award and a $3,500,000 restricted stock unit grant, and says the full agreement will be filed with the 10-Q for the quarter ending April 3, 2026.
Kenneth Sharp, 55, takes the CFO role effective March 16, 2026; he was CFO of Peraton, Inc. from 2023.
Offer letter dated February 26, 2026 includes a $875,000 base salary and a $1,000,000 sign-on bonus with a 24-month clawback.
Bedingfield will focus exclusively on Missile Solutions, which the press release says is preparing for an initial public offering later this year.
Broadcom director Eddy W. Hartenstein will retire from the Board at the conclusion of his term at the 2026 annual meeting, after offering his resignation upon reaching age 75 under the company's Corporate Governance Guidelines. The filing states the retirement is not due to any disagreement with Broadcom, and the Board will shrink to eight members at that meeting.
Eddy W. Hartenstein's retirement takes effect at Broadcom's 2026 annual meeting of stockholders
Retirement follows his resignation upon reaching age 75, per Broadcom's Corporate Governance Guidelines
Board size will be reduced to eight members at the Annual Meeting
Filing states no disagreement with Broadcom led to the retirement
On March 1, 2026, CarMax entered into amended and restated severance agreements with certain executive officers, including named executive officers Enrique Mayor-Mora, Charles Joseph Wilson and Shamim Mohammad. The new terms provide severance of 1.5 times base salary plus target bonus if an executive is terminated without cause, or resigns for good reason, within two years after a change in control. Shareholders should note the filing describes a change to pay arrangements for senior management, not a change in leadership.
Agreements dated March 1, 2026 supersede each executive's prior severance agreement.
Cash severance equals 1.5 times base salary plus target bonus, paid in 39 biweekly installments.
Company covers its portion of COBRA premiums for up to 18 months.
Other terms are described as substantially similar to the prior agreements; the form is filed as Exhibit 10.1.
Brinker International promoted George Felix to Executive Vice President and Chief Marketing Officer, with oversight of marketing for Chili's Grill & Bar and Maggiano's Little Italy, effective following the February 26, 2026 board action. The filing also discloses a compensation increase for CFO Mika Ware, approved the same day.
Felix's annual base salary is $600,000, with a target bonus of 75% of base salary and an expected annual equity award valued at $750,000.
Ware's salary is $675,000, with a target bonus of 75% of base salary and an expected annual equity award valued at $900,000.
The company's press release says Brinker's market capitalization rose from $1.3 billion at the start of Felix's tenure in 2022 to $6.25 billion as of March 2, 2026.
MSC Industrial Direct elected Reuben Slone, a former supply chain executive at Advance Auto Parts and Walgreens Boots Alliance, as a non-executive independent director effective March 2, 2026, increasing the board from ten to eleven members. He will also serve on the Audit Committee. The filing describes a routine board addition with standard director pay and no financial results, so it does not change the company's reported performance.
Reuben Slone elected to the Board effective March 2, 2026; board size increased from ten to eleven
Slone to serve on the Audit Committee as an independent director
Director pay: $100,000 annual retainer and restricted stock units with a $137,500 grant-date value, vesting after one year
Slone previously served from 2018 to 2023 as EVP, Supply Chain at Advance Auto Parts
KeyCorp said its Chief Information Officer, Amy G. Brady, will resign effective March 2, 2026, citing personal health considerations. Under a transition letter, she will remain a non-executive employee through May 31, 2026 to help hand off her duties, and she will receive salary continuation, benefits, and a 2026 incentive award eligibility, subject to a general release of claims.
Amy G. Brady informed KeyCorp of her resignation as CIO on February 24, 2026, effective March 2, 2026.
Brady stays employed as a non-executive employee through the Termination Date of May 31, 2026, to assist the transition.
She will get salary continuation and health and welfare benefits for one year after the Termination Date, conditioned on a general release.
She remains eligible for a 2026 incentive award and continues to vest in a Capital and Earnings Improvement Award granted December 30, 2024.
Eaton's board committee set the performance measures for the 2026 executive incentive program, which will pay awards only if goals are met after the performance period. The filing covers compensation design and does not report financial results or change any officer roles.
Metrics for the 2026 Program are Adjusted EBITDA, Adjusted Operating Cash Flow and Organic Growth, set on February 25, 2026.
About 3,500 other salaried employees participate alongside executive officers.
CEO Paulo Ruiz's target incentive is 150% of base pay; Heath Monesmith's is 105%, and Olivier Leonetti's is 100%, prorated for his 2026 employment.
Illumination Acquisition Corp I, a company formed to pursue a business combination, had its IPO registration declared effective on February 26, 2026, and priced 20,000,000 units at $10.00 per unit, or $200,000,000 in total. The offering is expected to close on March 2, 2026, and four independent directors were appointed to the board the same day, with the company also adopting an amended and restated charter. The filing mainly files executed agreements and the amended charter, and the company's press release says it has not yet named a target, with a focus on growth companies in sectors including nuclear, artificial intelligence/high performance computing, technology, industrial growth and financial services.
Priced 20,000,000 units at $10.00 each, or $200,000,000, per the February 26, 2026 press release
Units expected to trade on Nasdaq as ILLUU from February 27, 2026; Class A shares and warrants to trade as ILLU and ILLUW once separated
Offering expected to close March 2, 2026; BTIG, LLC is sole book-running manager, with a 45-day option for up to 3,000,000 additional units
Directors James Manning, Paul Mann, Anthony DiGiandomenico and Eric Helenek appointed February 26, 2026, all stated as independent
HA Sustainable Infrastructure Capital issued $400 million of 6.000% Green Senior Unsecured Notes maturing March 15, 2036, on March 2, 2026. Proceeds may temporarily repay revolver or commercial paper borrowings, redeem part or all of its 8.00% notes due 2027, or fund eligible green projects.
Principal: $400 million; interest at 6.000% per year, paid semi-annually on March 15 and September 15, starting September 15, 2026
Maturity March 15, 2036; make-whole optional redemption before December 15, 2035, and par redemption on or after that date
Change of control triggers an offer to repurchase at 101% of principal plus accrued interest
Notes are guaranteed by the Operating Partnership, HAC, HAT I, HAT II, HAC Holdings I and HAC Holdings II, and rank pari passu with other senior unsecured debt
Targa Resources Corp. completed an underwritten public offering on March 2, 2026 of $750.0 million of 4.350% Senior Notes due 2031 and $750.0 million of 6.050% Senior Notes due 2056. The company said net proceeds are for general corporate purposes, including repaying commercial paper borrowings and other debt. The filing discloses new debt obligations but no change in earnings or guidance.
Total offering of $1.5 billion: $750.0 million of 4.350% notes due 2031 and $750.0 million of 6.050% notes due 2056
Notes are unsecured and guaranteed by certain subsidiaries, subject to certain conditions
Proceeds may repay commercial paper and other indebtedness, repurchase or redeem securities, or fund capital expenditures and working capital
U.S. Bancorp Investments, Inc., an underwriter, is an affiliate of the trustee, U.S. Bank Trust Company, National Association
First Bancorp disclosed that Michael G. Mayer retired as President of the Company and CEO of First Bank effective February 28, 2026, as part of a succession plan. Mayer will remain a director of both the Company and First Bank, which keeps some continuity on the board.
Michael G. Mayer retired effective February 28, 2026
He previously served as President of First Bancorp and CEO of First Bank
Mayer will continue as a director of the Company and First Bank
Filing is part of a planned succession plan; no successor is named in this filing
Voya Financial completed a registered public offering of $400 million in 5.050% senior notes maturing March 2, 2036, with net proceeds of about $395.2 million. The company plans to use the proceeds for general corporate purposes, which may include repaying $447 million of 3.65% notes due June 15, 2026.
Offering: $400 million aggregate principal of 5.050% senior notes due March 2, 2036, completed March 2, 2026
Net proceeds to Voya of approximately $395.2 million after commissions and estimated expenses
Possible use: repayment at maturity of $447 million of 3.65% senior notes due June 15, 2026
Interest payable March 2 and September 2 each year, starting September 2, 2026
Realty Income said its Executive Vice President, Chief Legal Officer, General Counsel and Secretary, Michelle Bushore, is leaving the company. She will remain in the role through September 2, 2026 while the company searches for a new Chief Legal Officer, and the filing says her separation will be treated as a Qualifying Termination under the company's Executive Severance Plan.
Michelle Bushore will continue as Executive Vice President, Chief Legal Officer, General Counsel and Secretary through September 2, 2026 (the Transition Period).
Under a Transition Agreement dated February 26, 2026, she will receive a retention grant of restricted shares valued at $512,663, set by the February 26, 2026 closing share price.
The retention grant vests on completion of the Transition Period, subject to a general release of claims and fulfillment of job duties; the full Transition Agreement will be filed with the Form 10-Q for the quarter ending March 31, 2026.
Datadog's board increased its size from ten to eleven members on February 26, 2026, and appointed Dominic Phillips as a Class II director to fill the new seat. Phillips is not expected to serve on any board committee for now, and his initial director equity grant was raised from $400,000 to $600,000 as an inducement to join.
Board expanded from ten to eleven members on February 26, 2026, and Dominic Phillips was appointed Class II director
Phillips's term expires at the 2027 Annual Meeting of Stockholders
Initial restricted stock unit grant increased from $400,000 to $600,000, vesting in three equal annual installments
No committee assignments are currently expected for Phillips
DexCom's Executive Chairman Kevin Sayer returned from a temporary leave of absence effective March 2, 2026, resuming his duties, and Lead Independent Director Mark Foletta resumed his duties as well. Under a letter agreement dated February 27, 2026, Sayer receives an annual base salary of $610,000 and restricted stock units with a fair value of $2,350,000 that vest in full on March 8, 2027.
Sayer took a temporary leave of absence effective September 14, 2025, and returned March 2, 2026
Annual base salary of $610,000 under the letter agreement dated February 27, 2026
Restricted stock units with a fair value of $2,350,000, vesting in full on March 8, 2027, subject to continued service
Sayer is no longer eligible for the Amended and Restated Severance & Change in Control Plan as an executive officer
Pitney Bowes completed a $150 million add-on offering of 7.250% senior notes due 2029 on March 2, 2026, bringing total notes outstanding to $476 million. The company reported net proceeds of about $146.9 million and plans to use them for general corporate purposes, including repaying, repurchasing or refinancing other debt.
Additional notes: $150 million principal, 7.250% interest, maturing March 15, 2029, issued under a private Rule 144A placement
Net proceeds of approximately $146.9 million after initial purchasers' discounts and estimated expenses
Total notes outstanding after the offering: $476 million; first interest payment March 15, 2026
Booz Allen Hamilton and its subsidiary signed an eleventh amendment to their credit agreement on February 27, 2026. The revolving credit facility was replaced and increased by $500 million to $1.5 billion, and a new $750 million Tranche A-2 term loan was used to repay part of the existing term loans, with both maturing February 27, 2031. The amendment also loosens certain debt and shareholder-distribution limits, which affects how the company can borrow and return cash to shareholders.
Revolving commitments increased from $1.0 billion to $1.5 billion, maturing February 27, 2031
New $750 million Tranche A-2 Term Loan borrowed to repay $750 million of the roughly $1.464 billion in existing Tranche A term loans
Covenant changes enlarge debt baskets and expand ability to pay dividends and make equity repurchases, subject to conditions
Vontier director Christopher J. Klein told the board on February 24, 2026 that he will retire and will not stand for re-election at the 2026 Annual Meeting of Shareholders. He leaves the board effective on the date of that meeting, and the company says the decision was not due to any disagreement over its operations.
Christopher J. Klein notified the board on February 24, 2026 of his retirement decision
He will not stand for re-election; retirement takes effect on the date of the 2026 Annual Meeting of Shareholders
The company states the departure was not the result of any disagreement on its operations
Klein helped establish the new board's processes following the company's spin-off
Newbridge Acquisition Limited and Starcoin Group Limited, a Hong Kong-listed company, entered into a memorandum of understanding on February 27, 2026 to explore a possible de-SPAC transaction involving Starcoin and/or its assets or businesses. The MOU is not legally binding, and the filing states the transaction may or may not proceed, so shareholders face uncertainty about whether a deal will be reached.
MOU dated February 27, 2026 between Newbridge Acquisition and Starcoin Group to explore a potential de-SPAC transaction
MOU is not legally binding and is subject to definitive agreements and due diligence
MOU terminates on the earlier of signing definitive agreements or 180 days after the MOU date, unless otherwise agreed
Dakota Gold Corp. said its Board appointed Brian G. Iverson as a director, effective March 1, 2026. He will stand for election by stockholders at the 2026 Annual Meeting, and the Board has not yet set his committee assignments.
Board appointed Brian G. Iverson as a director on February 26, 2026, effective March 1, 2026
Iverson will stand for stockholder election at the 2026 Annual Meeting
He will receive compensation under the non-employee director program described in the 2025 proxy statement
The filing reports no family relationships or related-party transactions involving Iverson
UnitedHealth Group appointed Dennis Stankiewicz, its Corporate Controller, as Chief Accounting Officer effective March 2, 2026. Tom Roos, CAO since August 2015, moves to become CFO of Optum Insight on the same date.
Dennis Stankiewicz, 48, appointed Chief Accounting Officer effective March 2, 2026; he will also remain Corporate Controller, a role held since April 17, 2023
Stankiewicz joined the company in August 2016 as General Auditor and previously was a partner at Deloitte & Touche, LLP
Stankiewicz's pay includes a $550,000 annual base salary, an initial cash bonus target of 85% of base salary, and severance equal to one times base salary
Tom Roos, CAO since August 2015, becomes CFO of Optum Insight effective March 2, 2026
On March 2, 2026, Charles Schwab said it has completed its acquisition of Forge Global Holdings, Inc., a provider of access to pre-IPO company shares. The filing does not disclose the deal's total value or any financial effect on Schwab, so shareholder impact is not yet quantified.
Acquisition closed March 2, 2026; the deal was first announced in November
Forge shareholders received $45 cash per outstanding common share
Forge will keep operating its business while Schwab integrates it and plans to offer its products to more individual investors and RIAs over time
Virtus Investment Partners completed its acquisition of 56% of the equity of Keystone National Group, a private credit manager, effective March 1, 2026. The filing says the purchase price includes $200 million in cash at closing, with further cash payments of $65 million and $30 million due on the first and second anniversaries, plus up to $75 million of contingent payments tied to Keystone revenue targets. Virtus said it financed the deal from existing balance sheet resources and may acquire up to an additional 19% of Keystone through put and call options.
Closed March 1, 2026; Virtus acquired 56% of Keystone's equity under a Purchase Agreement dated December 5, 2025
Cash at closing of $200 million, subject to customary adjustments, plus $65 million on the first anniversary and $30 million on the second anniversary
Up to $75 million of contingent cash consideration over two to three years, tied to specified Keystone revenue targets
Keystone managed $2.5 billion as of December 31, 2025; Virtus may acquire up to an additional 19% of equity through options
ITT Inc. closed its acquisition of SPX FLOW on March 2, 2026. After purchase price adjustments, the net merger consideration was estimated at about $3.0 billion, paid as about $2.3 billion in cash and $0.7 billion in ITT common stock, and ITT agreed to register that stock for the seller, which adds potential future share supply for shareholders.
Net merger consideration estimated at about $3.0 billion: about $2.3 billion in cash and $0.7 billion in ITT shares, as of the Purchase Agreement date
Total consideration was previously announced in December 2025 as $4.775 billion
SPX FLOW reported 2025 revenue of more than $1.3 billion and organic orders growth of 14%
ITT must file a shelf registration statement for the stock consideration no later than 90 days after closing
CubeSmart filed an 8-K on March 2, 2026 furnishing a slide presentation dated March 2026 for use with investors. The filing text contains no revenue, profit, or guidance figures; the slides restate portfolio size, enterprise value, and credit rating as of December 31, 2025. For shareholders, this is a routine investor-materials filing that does not change reported results or outlook.
Exhibit 99.1 is a slide presentation dated March 2026, furnished under Items 2.02 and 7.01
Slides cite 1,524 properties and 48.4 million total owned square feet as of December 31, 2025
Slides cite $11.6 billion enterprise value and a Baa2/BBB credit rating as of December 31, 2025
Filing signed by Chief Legal Officer and Secretary Jeffrey P. Foster on March 2, 2026
Eaton Corporation plc appointed David B. Foster as Executive Vice President and Chief Financial Officer, effective March 2, 2026. He succeeds Olivier Leonetti, who remains in a senior advisory role until March 13, 2026, when he departs the company. The filing discloses Foster's pay package and a $233,600 consulting fee he received from the company, which matters to shareholders as a change in the principal financial officer.
Foster, 54, previously worked at Eaton from 1993 until retiring in 2022, last serving as SVP, Finance and Planning for the Industrial Sector.
Base salary of $815,000, target annual incentive of 100% of salary, and equity grants of $875,000 in stock options, $875,000 in RSUs and $1,750,000 in PSUs at target, with a grant date of April 1, 2026.
Foster received or will receive about $233,600 for consulting services to the company from January 1, 2025 through March 2, 2026, including work on the proposed Mobility segment spin-off.
Leonetti informed the company on November 14, 2025 that he would leave on April 1, 2026; the filing says he will depart on March 13, 2026.
Teradata expanded its board from nine to ten directors and elected Melissa Fisher as a Class I director effective March 1, 2026, under a cooperation agreement with Lynrock Lake Partners. Director Daniel Fishback will retire at the end of his term at the 2026 annual meeting rather than stand for re-election, which the company says is not due to any disagreement with management.
Melissa Fisher elected as Class I director effective March 1, 2026, with a term expiring at the 2026 annual meeting
Fisher named to the Audit Committee and Nominating and Governance Committee and designated an Audit Committee Financial Expert
Board determined Fisher is independent under NYSE and SEC requirements
Daniel Fishback, a director since 2017, will retire at the 2026 annual meeting under the cooperation agreement
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.