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).
Alphabet's Leadership Development, Inclusion and Compensation Committee approved a triennial equity award for CEO Sundar Pichai on March 4, 2026, with his $2,000,000 annual salary unchanged and no annual bonus eligibility. The package mixes performance-based units tied to relative total shareholder return with time-based units, plus Waymo and Wing units tied to growth in each unit's per-unit value. The filing says the Board will maintain active oversight of Waymo and Wing, and the full award agreements will be filed with the quarterly report on Form 10-Q for the quarter ending March 31, 2026.
Committee approved the compensation on March 4, 2026; Pichai's annual salary stays at $2,000,000, unchanged since 2020
Two tranches of Alphabet PSUs, each with a target value of $63,000,000, vest from 0% to 200% of target based on relative TSR over 2026-2027 and 2026-2028
$84,000,000 in Alphabet GSUs vest over three years, with the first 1/12th vesting March 25, 2026
Waymo BPUs (target value about $130,000,000) and Wing BPUs (target value about $45,000,000) have a three-year performance period and can settle from 0% to 200% of target
HF Sinclair appointed Vivek Garg, its Vice President, Chief Accounting Officer and Controller, as acting Chief Financial Officer effective February 24, 2026, while he keeps his current roles. The company approved a monthly cash stipend and a one-time restricted stock unit grant for his added service, which matters to shareholders as a change in the company's principal financial officer and a related pay cost.
Vivek Garg, age 52, appointed acting CFO on February 24, 2026, and continues as VP, Chief Accounting Officer and Controller
Monthly cash stipend of $25,000 starting March 1, 2026, prorated for partial months
One-time RSU grant with a grant date value of $375,000; 50% vests December 1, 2026 and 50% vests December 1, 2027, subject to continued employment
Aimco's General Partner elected on March 6, 2026 to dissolve Aimco OP L.P., the operating partnership, in furtherance of the Plan of Sale and Liquidation that stockholders approved on February 6, 2026. The filing says the plan authorizes Aimco to sell or otherwise dispose of any or all of its assets, and the dissolution will proceed under that plan and the partnership agreement.
Stockholders voted to adopt the Plan of Sale and Liquidation on February 6, 2026.
On March 6, 2026, Aimco OP GP, LLC elected to dissolve Aimco OP L.P.
The plan lets Aimco sell, convey or transfer any or all of its assets in one or more transactions.
The filing does not state sale prices, proceeds or a timetable for distributions.
On March 2, 2026, Illumination Acquisition Corp I, a blank check company, completed its initial public offering of 23,000,000 units at $10.00 per unit, for gross proceeds of $230,000,000, including the full exercise of the underwriters' over-allotment option. The company also sold 625,000 private placement units for $6,250,000 to its sponsor and BTIG, LLC. The IPO proceeds are held in a trust account and can be released only for a business combination or redemption of public shares; the company has not yet selected a target, so shareholders have no operating business yet.
23,000,000 units sold at $10.00 each on March 2, 2026, including 3,000,000 over-allotment units, for $230,000,000 in gross proceeds
625,000 private placement units sold at $10.00 each for $6,250,000 to the sponsor and BTIG, LLC
$230,000,000 placed in a trust account; the company has 24 months from the IPO closing to complete a business combination and has not selected a target
On March 6, 2026, Iveda Solutions received a Nasdaq letter stating its common stock failed to maintain a minimum bid price of $1 per share over the last 30 consecutive business days, a breach of Nasdaq Rule 5550(a)(2). The notice has no immediate effect on the listing, and the company has until September 2, 2026 to regain compliance, after which Nasdaq could begin delisting proceedings if it has not.
Nasdaq letter dated March 6, 2026 cites closing bid price below $1 for 30 consecutive business days
Compliance period of 180 calendar days runs until September 2, 2026
Regaining compliance requires a closing bid price of at least $1 for ten consecutive business days
If not compliant by the deadline, the company could face delisting, with the right to appeal to a Nasdaq Hearings Panel
Duke Energy entered into an Equity Distribution Agreement on March 6, 2026, creating an at-the-market program under which it may sell up to $6 billion of common stock over time through a group of sales agents. The company may also enter forward sale agreements with forward purchasers, under which it expects to receive proceeds only when those agreements settle, so the share count and future proceeds depend on how and when the program is used.
Program covers up to $6 billion aggregate sales price of common stock, par value $0.001 per share, sold from time to time.
Sales agents receive commissions of up to 1.00% of the sales price of shares sold through them.
Company will not initially receive proceeds from borrowed shares sold under forward sale agreements; it expects proceeds upon future physical settlement.
Filing is dated March 6, 2026; agreement and form forward sale agreements are filed as Exhibits 99.1, 10.1 and 10.2.
Workday's board appointed co-founder Aneel Bhusri as Chief Executive Officer on February 6, 2026, as previously reported. On March 5, 2026, Bhusri received a time-based RSU award of 437,602 shares and a performance-based award of 547,003 shares, with the performance shares vesting only if stock price hurdles of $171.39 to $274.22 are met. Bhusri will not be eligible for additional equity awards until fiscal 2028.
Time-based RSU award of 437,602 Class A shares, vesting over four years from the March 5, 2026 grant date
Performance-based award of 547,003 shares in four tranches, with price hurdles of $171.39 (25% above baseline) up to $274.22 (100% above baseline)
Performance period runs five years, and shares vest only if hurdles are achieved and Bhusri remains in service
No additional equity awards for Bhusri until fiscal 2028
Kratos Defense & Security Solutions completed its merger with Orbit Technologies on March 2, 2026, making Orbit an indirect wholly owned subsidiary. The purchase price was approximately $352.7 million in cash, funded from Kratos's balance sheet cash, at $13.725 per Orbit ordinary share. The filing does not report Orbit's financial results or the deal's effect on Kratos's earnings.
Merger completed March 2, 2026; Orbit ceased public trading on the Tel Aviv Stock Exchange
Purchase price of approximately $352.7 million in cash for 100 percent of Orbit's ordinary shares
Merger consideration of $13.725 per Orbit ordinary share, as set out in the November 4, 2025 merger agreement
Outstanding Orbit options were fully vested and cashed out at the merger consideration less exercise price
O'Reilly Automotive entered into an underwriting agreement on March 5, 2026 to issue and sell $850 million of 5.100% senior notes due 2036. The company expects about $841 million in net proceeds, which it plans to use to repay its 3.550% senior notes due 2026, reduce commercial paper borrowings and for general corporate purposes.
Principal amount: $850 million of 5.100% senior notes due 2036
Estimated net proceeds: approximately $841 million after underwriting discounts and expenses
Proceeds to repay 3.550% senior notes due 2026 at maturity and a portion of commercial paper
Underwriters are BofA Securities, J.P. Morgan Securities and Wells Fargo Securities
On March 2, 2026, Albemarle completed the sale of its 51% interest in Ketjen to an affiliate of KPS Capital Partners, and expects to receive about $547 million in cash, including $22 million of cash held in Ketjen. Including the earlier Eurecat joint venture sale, combined pre-tax proceeds total $670 million, which Albemarle expects to use for debt reduction and general corporate purposes. The same day, Albemarle also announced tender offers for up to $500 million of its senior notes and the redemption of $650 million of 2027 notes.
Ketjen sale completed March 2, 2026; expected cash of about $547 million, including $22 million of cash held in Ketjen
Combined pre-tax proceeds with the Eurecat sale, completed January 2026, total $670 million
Albemarle keeps a 49% stake in Ketjen and 100% of Performance Catalyst Solutions
Tender offers capped at $500 million expire March 30, 2026; $650 million of 4.650% 2027 notes to be redeemed March 12, 2026
Terex Corporation said Stephen Johnston will no longer serve as Vice President, Chief Accounting Officer and Controller effective March 2, 2026, as part of integration following its merger with REV Group. Joseph LaDue, previously REV Group's controller and chief accounting officer, took over the role effective the same date, with a base salary of $357,500 and a 40% target bonus.
Stephen Johnston left the chief accounting officer and controller role effective March 2, 2026, and will stay on for a transition period
Joseph LaDue, 46, became VP, Chief Accounting Officer and Controller effective March 2, 2026
LaDue's annual base salary is $357,500, with a target bonus of 40% of salary and an initial long-term incentive award of $139,000
The filing states Johnston's departure was not the result of any disagreement with the company on operations, policies or practices
Honeywell said its Aerospace unit began a private offering of up to $16 billion of senior notes, tied to the planned spin-off of Honeywell Aerospace expected in the third quarter of 2026. Honeywell also launched tender offers for up to $3.75 billion of U.S. dollar debt and €1.25 billion of euro debt, called for redemption of several note series, and terminated its $3.0 billion 364-day and $4.0 billion five-year credit agreements in favor of new facilities. For shareholders, the filing describes debt restructuring ahead of the separation, with no earnings or guidance figures included.
Aerospace offering of up to $16 billion in senior notes; Honeywell is to receive a cash distribution from the proceeds and is released from its guarantees when the spin-off is completed.
Honeywell entered a $6.0 billion term loan dated March 2, 2026, which must be repaid by March 31, 2026.
Tender offers have an early participation date of March 19, 2026 and an expiration of April 7, 2026, with the tender offers subject to a financing condition.
Honeywell expects to redeem about $3.9 billion of U.S. dollar notes and €1.4 billion of euro notes, with most redemptions set for March 16, 2026 and the 3.500% euro notes set for April 10, 2026.
Marriott Vacations Worldwide said its executive vice president, general counsel and secretary, James Hunter, resigned at the company's request, effective March 9, 2026, and his employment ends April 1, 2026. Under a separation agreement, he will receive a severance payment of $1,500,504, equal to one and one-half times his 2026 base salary plus 2026 target bonus, and his outstanding equity awards will be treated according to their existing terms.
Resigned as executive vice president, general counsel and secretary effective March 9, 2026; employment ends April 1, 2026
Severance payment of $1,500,504 under a separation agreement with a general release of claims
Outstanding restricted stock units, performance shares and stock appreciation rights to be treated consistent with existing terms
Hunter remains with the company in an advisory role through April 1, 2026; CEO Matt Avril thanked him in a March 6, 2026 press release
GXO Logistics said its board approved Mark Suchinski as chief financial officer, effective April 1, 2026, replacing no named predecessor in the filing. Mr. Suchinski most recently served as CFO of The GEO Group, and previously as CFO of Spirit AeroSystems, so the change installs a new head of finance for shareholders to track.
Board approved the appointment on March 3, 2026; offer letter signed March 2, 2026; effective date April 1, 2026
Offer terms include a $650,000 annual base salary and a target annual bonus of 125% of base salary
Sign-on equity awards of $1.5 million total, split evenly between restricted stock units ($750,000) and performance-based RSUs ($750,000), offsetting forfeited awards at his former employer
Target 2026 annual equity grant value of $1.5 million, with the performance-based units tied to relative total shareholder return over August 19, 2025 to August 18, 2028
Hurco Companies reported a first-quarter fiscal 2026 net loss of $3,468,000, or $0.54 per diluted share, versus a $4,320,000 loss, or $0.67 per share, a year earlier. Sales fell 8% to $42,868,000, though orders rose 5% to $41,980,000, with the Americas up 18%. The filing gives no full-year guidance, so the quarter's mixed picture is the main signal for shareholders.
Net loss of $3,468,000 ($0.54 per diluted share) vs. $4,320,000 ($0.67) in the prior-year quarter
Sales and service fees of $42,868,000, down $3,546,000 or 8%; favorable currency added 4%
Orders of $41,980,000, up 5%; Americas orders rose 18% to $17,301,000
Gross margin improved to 19% of sales from 18%, while SG&A rose to 26% of sales from 22%
Western Alliance said counterparties tied to Jefferies will not repay the remaining $126.4 million loan balance and will stop payments, so the bank will record a non-cash impairment charge of the same amount in the first quarter of 2026. Management says planned securities gains and expense cuts should offset $100 million of the charge, leaving a $26 million gap, and it still expects another profitable quarter.
Counterparties will not make a $42.125 million principal payment and will discontinue future payments; the outstanding balance is $126.4 million.
The bank filed a complaint in New York Supreme Court on March 6, 2026, alleging breach of contract and fraud.
Management targets $100 million of offsets: $50 million of securities gains (about $45 million realized quarter-to-date) and $50 million of expense savings.
The after-tax impact would reduce the year-end 2025 CET1 ratio by only 7 basis points, according to the company.
Effective March 5, 2026, the Fund extended the final mandatory redemption date of its Series 4 Variable Rate Demand Preferred Shares, with an aggregate liquidation preference of $489.5 million, from September 11, 2026 to September 11, 2056. The filing describes the change as a Regulation FD disclosure and does not state the reason for the extension or its effect on dividend rates.
Series 4 Variable Rate Demand Preferred Shares aggregate liquidation preference: $489.5 million
Final mandatory redemption date moved from September 11, 2026 to September 11, 2056
Change effective March 5, 2026; filing dated March 6, 2026
Preferred shares remain senior to common shares in liquidation and dividend payments
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.