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. priced a $175 million offering of 0% convertible senior notes due April 1, 2031, upsized from $150 million, with an option for up to $25 million more. The company estimates net proceeds of $168.0 million and plans to use about $70.5 million to repurchase roughly 334,000 shares, pay $15.1 million for capped call transactions meant to reduce dilution, and fund general purposes including share repurchases.
Principal of $175 million, upsized from $150 million, with an option for up to an additional $25 million; closing expected March 9, 2026.
Initial conversion price of about $279.13 per share, a premium of about 32.5% over the $210.67 closing price on March 4, 2026.
Capped call cap price of $421.34 per share, a 100% premium; capped call cost about $15.1 million.
Concurrent repurchase of about 334,000 shares at $210.67 per share, using about $70.5 million of net proceeds.
Sabre entered a Strategic Governance Agreement with Constellation Software on March 5, 2026. Under the agreement, Sabre will appoint Damian McKay, CEO of Constellation's Vela Software Group, to its board, and Constellation agreed to a standstill capping its holdings at 15% of Sabre's outstanding common stock. Sabre also amended its rights agreement so the shareholder rights plan expires at the close of business on March 6, 2026.
Constellation Software holds about 12.7% of Sabre's outstanding shares, according to the press release.
Damian McKay, age 54, is to join the board no later than ten business days after March 5, 2026, with a term ending at the 2026 annual meeting.
Constellation's standstill limits its beneficial ownership to 15% of outstanding common stock during the Specified Period.
Shareholder rights plan (rights agreement dated March 1, 2026) terminates effective at the close of business on March 6, 2026.
Fortress Value Acquisition Corp. V, a blank check company, closed its initial public offering on February 27, 2026, selling 25,000,000 Class A ordinary shares at $10.00 each for $250 million in gross proceeds. A total of $250 million was placed in a U.S. trust account, and the company has not yet identified an acquisition target, so shareholder funds remain in the trust until a business combination is completed or the company liquidates.
IPO of 25,000,000 Class A ordinary shares at $10.00 per share, closed February 27, 2026
Total of $250 million placed in trust account maintained by Continental Stock Transfer & Trust Company
Private placement of 200,000 shares to sponsor Fortress Value Acquisition Sponsor V LLC for about $2 million
Underwriter holds a 45-day option for up to 3,750,000 additional shares to cover over-allotments
On February 27, 2026, the blank check company completed its initial public offering of 20,000,000 units at $10.00 per unit, for gross proceeds of $200 million, and a private placement of 225,000 units to its sponsor for $2.25 million. The $200 million was placed in a U.S. trust account, and the company has not selected a business combination target. For shareholders, the filing confirms the offering closed and that the IPO proceeds are held in trust until a business combination or redemption.
IPO of 20,000,000 units at $10.00 per unit, generating gross proceeds of $200,000,000, closed February 27, 2026
Private placement of 225,000 units to sponsor TRG Latin America Acquisitions LLC at $10.00 per unit, generating $2,250,000
$200,000,000 placed in a trust account with Continental Stock Transfer & Trust Company as trustee
Company has not selected a target; audited balance sheet as of February 27, 2026 filed as Exhibit 99.1
RPM International amended its revolving credit facility on February 27, 2026, extending the term five years to February 27, 2031, with PNC Bank as administrative agent. The amendment resets interest spreads and facility fees that adjust with the company's debt rating, and removes the interest coverage ratio covenant while keeping a maximum leverage ratio of 3.75 to 1.0.
Credit Agreement term extended five years, to February 27, 2031
Initial term SOFR spread of 1.00% per annum, with possible future spreads of 0.785% to 1.30%
Initial facility fee of 0.125% per annum, with possible future rates of 0.09% to 0.20%
Interest coverage ratio covenant eliminated; leverage ratio cap of 3.75 to 1.0 remains
Effective March 1, 2026, Las Vegas Sands appointed Patrick Dumont as Chairman, Chief Executive Officer, President and Treasurer. The company also entered new employment agreements with CFO Randy Hyzak and General Counsel D. Zachary Hudson, all effective March 2, 2026 and running to March 2, 2031. The filing sets out pay terms and severance, which matter to shareholders as they define the cost of leadership and potential payouts on departure.
Patrick Dumont appointed Chairman, CEO, President and Treasurer effective March 1, 2026
Dumont base salary $2,500,000, with target annual cash incentive of 250% and target equity award of 725% of salary
Hyzak (CFO) base salary $1,350,000; Hudson (General Counsel) base salary $1,600,000
Severance is two times salary plus target bonus if terminated within 24 months of a change of control
On March 1, 2026, the Compensation Committee of Invitation Homes approved higher 2026 long-term incentive targets for several executives, including CEO Dallas Tanner, and one-time retention RSU grants to four executives. The filing says the retention awards are meant to reduce the risk of further departures from the leadership team after several executives were recruited in 2025.
CEO Dallas Tanner's target long-term incentive award was increased to $11,293,950 based on 2025 performance.
Retention RSU awards granted March 1, 2026: Tanner $10,000,000, Jonathan Olsen $5,000,000, Timothy Lobner $6,000,000, Scott Eisen $4,500,000.
Time-vesting retention RSUs vest 65% on the third anniversary and 35% on the fourth anniversary of March 1, 2026, subject to continued employment.
Simon Property Group, L.P. amended and extended its $5.0 billion senior unsecured revolving credit facility on March 5, 2026, pushing the initial maturity to June 30, 2030 and allowing the capacity to rise to $6.0 billion. The company also amended its $3.5 billion supplemental revolving facility to align its margin with the new pricing, which matters to shareholders because it sets the borrowing terms and liquidity available to the operating partnership for general corporate purposes.
Credit facility capacity: $5.0 billion, expandable to $6.0 billion during its term
Initial maturity extended to June 30, 2030, with two additional six-month extension options at the company's option
Interest margin tied to corporate credit rating: 0.625% to 1.350% over benchmark rates; facility fee 0.100% to 0.300%
Supplemental facility of $3.5 billion amended on March 5, 2026 to conform margin to the new pricing
O-I Glass disclosed that Arnaud Aujouannet will no longer serve as Senior Vice President and Chief Sales and Marketing Officer, effective March 4, 2026, following an organizational change. He remains on paid garden leave until his employment ends on June 30, 2026, and he is eligible for severance under the company's executive severance policy.
Arnaud Aujouannet's role as Senior Vice President and Chief Sales and Marketing Officer ended March 4, 2026
Mr. Aujouannet stays on paid garden leave, with salary and benefits continuing through June 30, 2026
His employment terminates June 30, 2026, and he may receive severance under the Amended and Restated Executive Severance Policy
GEO Group said Chief Financial Officer Mark Suchinski will leave his position effective March 31, 2026, to relocate out of state and take a job in another industry. Shayn March, the company's Executive Vice President, Finance and Treasurer with 17 years at GEO, was appointed Senior Vice President and Chief Financial Officer effective April 1, 2026. The filing contains no financial results or guidance, so the change is a leadership transition rather than a measure of operating performance.
Mark Suchinski's last day as CFO is March 31, 2026; he notified the company on February 27, 2026
Shayn March takes the CFO role effective April 1, 2026, under a two-year employment agreement
March's base salary is $650,000, with a target annual performance award of 100% of base salary
March received an initial grant of 12,175 shares of restricted stock subject to performance-based vesting
Littelfuse increased its board from eight to nine members and appointed Holly B. Paeper as a director effective March 4, 2026. Paeper is President, Commercial HVAC Business at Trane Technologies, which the filing says bought about $19.0 million of Littelfuse products since December 29, 2024, so shareholders should note this related-party relationship.
Board expanded from eight to nine members; Paeper appointed effective March 4, 2026 to fill the new seat
Paeper also appointed to the Technology Committee
Paeper is President, Commercial HVAC Business at Trane Technologies, which the filing says is a customer
Littelfuse sold products totaling approximately $19.0 million to Trane and its affiliates since December 29, 2024
Rush Enterprises' board, on the recommendation of its Compensation and Human Capital Committee, approved 2025 cash bonuses, stock option grants and restricted stock awards for four named executives on March 4, 2026. The awards are tied to the company's 2025 fiscal year operating results and are set to take effect on March 13, 2026, with options and restricted stock vesting over multiple years.
CEO W. M. "Rusty" Rush's cash bonus is $3,508,150; CFO Steven L. Keller's is $634,000, and bonuses will be paid on March 13, 2026.
Options for 35,000 shares were approved for Rush, and 10,000 each for Keller, COO Jason Wilder and SVP Jody Pollard, with a grant date of March 13, 2026.
Restricted stock awards of 50,000 shares for Rush, 25,000 for Keller, 22,000 for Wilder and 17,400 for Pollard were approved.
Senior Advisor and director Michael J. McRoberts will receive restricted stock valued at $250,000 on the grant date.
Matador Resources issued $750.0 million of 6.000% senior notes due April 15, 2034, receiving net proceeds of about $737.2 million on March 5, 2026. The same day, it announced that about 84% of its $500 million 6.875% notes due 2028 were tendered in a cash tender offer, and it intends to redeem the remaining 2028 notes on April 15, 2026. The new notes add $750.0 million of senior unsecured debt, and the indenture limits additional debt and shareholder payments.
$750.0 million of 6.000% senior unsecured notes due April 15, 2034; first interest payment October 15, 2026.
$419,705,000, or about 84%, of the $500 million 6.875% notes due 2028 were validly tendered by the March 4, 2026 expiration; $4,530,000 remain subject to guaranteed delivery.
Tender consideration of $1,019.75 per $1,000 principal, plus accrued interest, with payment on March 5, 2026.
Matador intends to redeem notes outstanding on April 15, 2026 and satisfy and discharge the 2028 notes' indenture.
RTX Corporation said director James A. Winnefeld Jr. resigned from its board effective March 5, 2026, and the board size will drop from eleven to ten seats. The filing states his resignation was not due to any dispute or disagreement with the company or its board over operations, policies, or practices, including the Code of Conduct.
James A. Winnefeld Jr. resigned as a director effective March 5, 2026.
The filing says the resignation was not due to any dispute or disagreement with the company or its board.
Board size will be reduced from eleven to ten upon his resignation.
The 8-K was signed by General Counsel Ramsaran Maharajh on March 5, 2026.
Kite Realty Group Trust appointed Adam M. Jaworski as senior vice president, chief accounting officer and principal accounting officer, effective April 6, 2026. He succeeds interim chief accounting officer Joseph Schmid, who will continue to provide consulting services to the company. The filing sets out Jaworski's pay package, including a $365,000 base salary, bonus and equity targets, and a restricted share grant that the filing lists as $330,000,000.
Adam M. Jaworski, 53, is currently chief accounting officer of Brookfield Properties Retail, a role he has held since January 2022.
Target annual cash bonus is 60% and target annual equity award is 50% of his $365,000 base salary.
Jaworski receives a $50,000 signing bonus and up to $50,000 in relocation reimbursement to Indianapolis, both subject to repayment if he leaves within set periods.
Joseph Schmid's interim chief accounting officer role ends on April 6, 2026.
Texas Roadhouse said its Board of Directors appointed Elizabeth K. Ingram, CEO and Chair of White Castle System, Inc., as a director on March 5, 2026. The Board determined she is independent under Nasdaq rules, and she will not initially serve on any Board committees, so the change is a board addition rather than a management change.
Appointed to the Board on March 5, 2026; the Board determined she is independent under Nasdaq listing rules.
Ms. Ingram has been CEO of White Castle System, Inc. since 2016 and Chair since 2021, per the 8-K; the press release says she has led White Castle since 2015.
She will not initially serve on any Board committees and has served on the M/I Homes, Inc. (NYSE: MHO) board since 2019.
The 8-K calls her Elizabeth K. Ingram, while the press release calls her Lisa Ingram.
On February 27, 2026, Digi International's Compensation Committee approved one-time performance stock unit awards for CFO James J. Loch and General Counsel David H. Sampsell. The awards are tied to software integration goals and to successor identification and onboarding, and they vest only if the conditions are met.
Loch's award covers up to 14,668 shares, split into three tranches vesting November 1 of 2026, 2027 and 2028.
Sampsell's award covers 12,223 shares, eligible to vest as of December 31, 2028, if he assists with successor onboarding for the general counsel and corporate development roles.
Vesting for both awards depends on continued service and certification of performance by the Committee.
AeroVironment's Compensation Committee approved a Non-Qualified Deferred Compensation Plan for key employees, named executive officers and non-employee directors, effective March 1, 2026. The filing also says the committee approved two presidents, Trace Stevenson and Mary Clum, as participants in the existing Executive Severance Plan.
Plan approved February 27, 2026, effective March 1, 2026; employees may defer up to 75% of base salary and all or part of cash bonuses
The Company will not provide matching contributions; administrative costs are paid by the Company
Trace Stevenson (President, Autonomous Systems) and Mary Clum (President, Space, Cyber & Directed Energy) added as Executive Severance Plan participants
OneIM Acquisition Corp., a blank check company, said holders of its units may separately trade Class A ordinary shares and warrants starting March 6, 2026. The change does not alter the terms of the shares or warrants, and each whole warrant still entitles the holder to buy one Class A ordinary share for $11.50.
Separate trading begins March 6, 2026, for units issued in the initial public offering
Class A ordinary shares trade under OIM and warrants under OIMAW on the Nasdaq Global Market
Units not separated continue to trade under OIMAU; one-sixth of a warrant is included per unit, and only whole warrants trade
Holders must have their brokers contact Continental Stock Transfer & Trust Company to separate units
On February 27, 2026, Greif entered a new $800.0 million secured revolving credit facility and a $100.0 million secured term loan A-1 with JPMorgan Chase Bank, N.A., replacing its prior credit agreement. The same day, it entered a $400.0 million secured term loan with CoBank, ACB. The Company used the borrowings to repay and refinance its prior debt, and both facilities mature on February 27, 2031.
New $800.0 million revolving credit facility, including a $725.0 million multicurrency facility and a $75.0 million facility, maturing February 27, 2031
New $100.0 million secured term loan A-1 with JPMorgan Chase Bank, N.A. as administrative agent, with quarterly installments starting June 30, 2026
New $400.0 million secured term loan with CoBank, ACB, with quarterly installments starting June 30, 2026, and the same February 27, 2031 maturity
Financial covenants require a leverage ratio of no more than 4.00 to 1.00 and an interest coverage ratio of at least 3.00 to 1.00
Match Group said on March 4, 2026 that its Chief Operating Officer role is being eliminated, and that Hesam Hosseini, who also serves as Chief Executive Officer, Evergreen & Emerging Brands, will transition out of the company effective June 2, 2026. The filing says he has been with the company for over 15 years and does not give a replacement or financial terms.
Chief Operating Officer role eliminated, effective June 2, 2026
Hesam Hosseini, CEO, Evergreen & Emerging Brands, to transition from the company as of that date
Company informed Mr. Hosseini on March 4, 2026; he has worked there over 15 years
Filing does not name a successor or disclose compensation arrangements
Pinterest closed the sale of $1 billion in 1.75% Convertible Senior Notes due 2031 to Elliott Associates and Elliott International on March 5, 2026, under an agreement signed March 3. The notes can convert into Class A common stock at an initial price of about $22.72 per share, so conversion would add shares outstanding, and the company must pay interest and repay principal on the notes.
Principal amount: $1 billion, issued to Elliott on March 5, 2026
Interest rate 1.75% per year, paid semi-annually on March 1 and September 1, starting September 1, 2026
Maturity March 1, 2031; initial conversion price about $22.72 per share (44.0063 shares per $1,000 note)
Company may redeem on or after March 5, 2029 if the stock trades at least 130% of the conversion price; holders may require repurchase on a change of control
On March 2, 2026, AGCO's board increased its size to ten directors and appointed James C. Collins, Jr. as a director effective April 1, 2026, with an initial term ending at the 2026 Annual Meeting. The company also said director Matthew Tsien will not stand for re-election at that meeting. The filing describes board composition changes only and does not mention any change to financial results or guidance.
Board size increased to ten directors until the 2026 Annual Meeting; James C. Collins, Jr. appointed effective April 1, 2026
Collins was previously CEO and a board member of Corteva Agriscience and held senior DuPont and DowDuPont agriculture roles, joining DuPont in 1984
Matthew Tsien has elected not to stand for re-election at the 2026 Annual Meeting
Sirius XM Radio LLC, a subsidiary of Sirius XM Holdings, issued $1.25 billion of 5.875% senior notes maturing April 15, 2032, on March 4, 2026. The company said it will use the proceeds, with cash on hand, to buy back its 3.125% notes due 2026 through a tender offer, redeem any remaining 3.125% notes, and redeem $250 million of its 5.000% notes due 2027.
Notes: $1.25 billion of 5.875% senior notes due April 15, 2032, with interest payable semi-annually from October 15, 2026
Tender offer for 3.125% notes due 2026: $498,935,000 of the $1.0 billion outstanding was tendered, or 49.89%, at $994.64 per $1,000 principal amount
Proceeds also planned for redeeming $250 million of 5.000% notes due 2027; the filing says the company's parent and wholly owned domestic subsidiaries guarantee the notes
Valerie O. Murray, President of Beacon Trust Company and Chief Wealth Management Officer of Provident Bank, announced on February 27, 2026 that she will step down to pursue other opportunities, effective May 22, 2026. The filing says the departure is not related to any disagreement with the company, and it describes a separation agreement that includes a lump sum payment of $1,200,000, less required tax withholding, subject to a release of claims.
Resignation announced February 27, 2026; effective May 22, 2026
Garden leave runs from March 27, 2026 to May 22, 2026, with Murray moving to a non-executive role and continuing to receive base salary and benefits
Separation agreement provides a lump sum payment of $1,200,000, less required tax withholding, subject to a full and final release of claims
Filing states the resignation is not related to a disagreement on the company's operations, policies or practices
McKesson said CFO Britt Vitalone will retire, with his last day as CFO on May 28, 2026, and Kenny Cheung, formerly CFO of Sysco, will take over as CFO effective May 29, 2026. Vitalone will then serve as a non-employee advisor under a $50,000 monthly advisory fee, and the filing describes Cheung's sign-on and ongoing pay package. A CFO change at a company of this size is a significant leadership event for shareholders, though the filing reports no change in financial results or guidance.
Britt Vitalone's last day as CFO is May 28, 2026; he remains an employee through July 1, 2026
Kenny Cheung, 44, will become EVP and CFO on May 29, 2026; he previously was CFO of Sysco from 2023 and CFO of Hertz from 2020 to 2023
Cheung's package includes a $3,500,000 sign-on bonus, $6,000,000 in sign-on restricted stock units, and a $1,050,000 base salary
Vitalone's advisory agreement, effective July 2, 2026, pays a $50,000 monthly fee
Delta announced leadership changes, including Peter Carter becoming President, Dan Janki becoming Executive Vice President and Chief Operating Officer, and Erik Snell becoming Executive Vice President and Chief Financial Officer, all effective April 1, 2026. John Laughter, Executive Vice President and Chief of Operations, retires April 30, 2026 and is designated principal operating officer, and the company's new CFO and COO roles change who leads finance and operations.
Peter W. Carter, age 62, becomes President effective April 1, 2026; he is currently Executive Vice President and Chief External Affairs Officer.
Daniel C. Janki, age 57, becomes Executive Vice President and Chief Operating Officer effective April 1, 2026; he has been Chief Financial Officer since July 2021.
Erik S. Snell, age 49, becomes Executive Vice President and Chief Financial Officer effective April 1, 2026; he is currently Chief Customer Experience Officer.
John E. Laughter retires effective April 30, 2026; per Exhibit 99.1, Alicia Tillman is leaving Delta and Ranjan Goswami is named Chief Marketing and Product Officer.
Sysco Corporation said Chief Financial Officer Kenny Cheung will resign to join a Fortune 10 company in a different industry, and that Senior Vice President and U.S. Foodservice CFO Brandon Sewell will serve as interim CFO effective March 6, 2026. The company also reaffirmed its fiscal 2026 guidance, which calls for adjusted EPS at the high end of $4.50 to $4.60 and sales growth of 3%-5%, and said there were no disagreements with Cheung on accounting or disclosure matters.
Kenny Cheung resigned as EVP and CFO; he remains an advisor until April 17, 2026
Brandon Sewell appointed interim CFO effective March 6, 2026, with a $420,000 annual base salary
Sewell's target annual cash incentive for fiscal 2026 is 100% of base salary, pro-rated from March 1, 2026
Fiscal 2026 adjusted EPS guidance reaffirmed at the high end of $4.50 to $4.60; sales growth of 3%-5%
Cardinal Health disclosed that Mary Scherer, its Senior Vice President and Chief Accounting Officer, notified the company on March 2, 2026 that she intends to retire in February 2027. The company will search for a successor, and Scherer will remain in the role until a replacement is identified and onboarded, which the company says is to ensure a smooth transition.
Mary Scherer, SVP and Chief Accounting Officer, notified the company on March 2, 2026 of her plan to retire.
Her intended retirement date is February 2027.
Cardinal Health will start a search process to identify a successor.
Scherer will continue as Chief Accounting Officer until her successor is in place.
Philip Morris International's Board declared a regular quarterly dividend of $1.47 per common share on March 5, 2026. The dividend is payable April 13, 2026, to holders of record as of March 19, 2026, which is also the ex-dividend date.
Quarterly dividend of $1.47 per common share declared March 5, 2026
Payable April 13, 2026 to shareholders of record as of March 19, 2026
Ex-dividend date is March 19, 2026
Filing contains no earnings, guidance or financial results
AZZ Inc. appointed Aaron Schapper and Charles Treadway to its Board of Directors, effective April 8, 2026. Long-serving Chair Daniel Feehan is retiring from the Board, and Daniel Berce became Chair effective March 1, 2026. The filing describes the changes as board succession planning, and it does not report any financial results.
Aaron Schapper, age 52, and Charles Treadway, age 60, join the Board effective April 8, 2026, the date of AZZ's first Board meeting of fiscal 2027.
Daniel Berce succeeds Daniel Feehan as Chair of the Board effective March 1, 2026.
Feehan, a Board member since 2000 and Chair since 2019, retires at the end of his term in July 2026.
After the changes, the Board will have eight members, seven of them independent.
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.