782 material Form 8-K filings that 631 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).
United Therapeutics approved a share repurchase program of up to $2.0 billion through March 9, 2027, and on March 9, 2026 entered two accelerated share repurchase agreements with Citibank for $1.5 billion of its common stock. The company will make a $1.5 billion upfront payment to Citi by March 11, 2026, and leaves $500 million of the authorization available for future repurchases.
Board approved up to $2.0 billion in share repurchases on March 8, 2026, with the program running before March 9, 2027.
Two ASRs with Citi: $750 million uncollared and $750 million collared, with an aggregate upfront payment of $1.5 billion on or before March 11, 2026.
Initial share deliveries on March 11, 2026 of about 992,120 shares (uncollared) and 708,657 shares (collared), with final share counts set by VWAP averages.
Uncollared ASR is scheduled to terminate in Q2 2026 and collared ASR in Q3 2026; $500 million remains available for repurchases over the next year.
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.
Shake Shack director Joshua Silverman, who served more than nine years, will leave the board and his Audit and Nominating and Corporate Governance Committee seats effective May 1, 2026. The board is shrinking from nine seats to eight, and the company says the departure was not due to any dispute with the company or its board.
Joshua Silverman, a Class II director, steps down effective May 1, 2026, after notifying the board on March 3, 2026
He also leaves the Audit and Nominating and Corporate Governance Committees on the same date
Board size falls from nine to eight directors, with three Class I, two Class II and three Class III directors remaining
The filing states the decision was not the result of any dispute or disagreement with the company or its board
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
Valvoline appointed Jordan M. Denny, age 36, as Chief Accounting Officer and Controller effective March 6, 2026, succeeding Dione R. Sturgeon, who moved to Vice President, Treasurer and Tax. Denny previously served as Vice President, Corporate Development, Investor Relations & Treasurer, and the filing describes a routine finance leadership change with no reported transactions or family relationships requiring disclosure.
Jordan M. Denny appointed Chief Accounting Officer and Controller effective March 6, 2026
Succeeds Dione R. Sturgeon, who became Vice President, Treasurer and Tax
Annual base salary of $319,520 with a target incentive of 40% of base salary
Fiscal 2026 equity grant of $125,000, split 50% time-based restricted stock units and 50% performance stock units
CACI completed its $2.6 billion all-cash acquisition of ARKA Group, L.P. on March 9, 2026, after signing the purchase agreement on December 19, 2025. The company also amended its Term Loan B credit agreement to add an $800 million tranche of incremental term loans maturing in 2033, which helped fund the deal along with revolver borrowings and cash on hand. The filing does not disclose ARKA's revenue or earnings, so shareholders cannot yet assess the acquisition's financial effect.
Purchase price of $2.6 billion in cash, subject to a customary post-closing working capital adjustment
New $800 million Incremental Term B-2 Loans maturing March 9, 2033, at a floating rate based on Term SOFR or a base rate, plus a margin
Funding came from the term loans, revolving credit facility borrowings and cash on hand, and the loans are secured by substantially all assets of the company and its material domestic subsidiaries
ARKA adds about 1,100 employees, according to CEO John Mengucci, and expands CACI's space-based sensor and geospatial intelligence offerings
Planet Fitness said Chief Financial Officer Jay Stasz left the company effective March 9, 2026, and named former CFO Tom Fitzgerald as interim CFO the same day. The company said Stasz's departure did not involve any dispute over reported financial statements, is conducting a search for a permanent CFO, and reaffirmed its 2026 financial guidance.
Jay Stasz departed as CFO effective March 9, 2026; the filing says the exit was not related to any dispute over financial statements or results.
Tom Fitzgerald, 65, serves as interim CFO under a six-month initial employment agreement dated March 5, 2026, with up to three month-to-month extensions, at a salary of $250,000 per month.
Fitzgerald was CFO from January 2020 through November 14, 2024, and is not eligible for the Executive Severance & Change in Control Policy.
The company reaffirmed its 2026 financial guidance, first announced on February 24, 2026.
CEO Eric Green told the Board on March 6, 2026 that he intends to retire as President, Chief Executive Officer and Chair once a successor is hired. The Board is engaging an executive recruiting firm and expects the transition in the second half of 2026. The company also reaffirmed its 2026 financial guidance from its February 12, 2026 earnings release, which matters to shareholders because it is a leadership change at the top of the company with no change to the outlook.
Eric M. Green informed the Board on March 6, 2026 of his intent to retire as President, CEO and Chair of the Board once his successor is hired.
The Board expects the transition to occur in the second half of 2026 and is engaging a leading executive recruiting firm.
The company reaffirmed the 2026 financial guidance provided in its February 12, 2026 earnings release.
Green has been CEO since April 2015 and Chair since May 2022; the company says sales more than doubled and total shareholder return was approximately 350% during his tenure.
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
UnitedHealth Group said senior leaders will take part in an interview-format discussion at the Barclays 28th Annual Global Healthcare Conference on March 10, 2026, starting at 11:30 a.m. Eastern Time. The filing says the talk will cover strategy, market positions, recent results and expectations for its end markets, and a live audio webcast will be available on the company's Investor Relations page.
Presentation date and time: Tuesday, March 10, 2026, beginning at 11:30 a.m. Eastern Time
Event: Barclays 28th Annual Global Healthcare Conference
Topics include strategy, market positions, recent results and expectations for end markets
Live audio webcast available through the Investor Relations page at www.unitedhealthgroup.com
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
Shift4 Payments disclosed that Chief Accounting Officer James Whalen will leave the company effective April 3, 2026, to take a Chief Accounting Officer role at a company outside the fintech industry. The company said the departure was not related to any disagreement or to its operations, policies or practices, and that Chief Financial Officer Christopher N. Cruz will become principal accounting officer with Filippos Mintiloglitis as interim Chief Accounting Officer.
James ("Jay") Whalen announced his resignation on March 3, 2026; his last day is effective April 3, 2026.
Christopher N. Cruz, Chief Financial Officer, will be designated principal accounting officer on the effective date.
Filippos Mintiloglitis will serve as interim Chief Accounting Officer, and CEO Taylor Lauber cited his prior role in Global Blue's public company reporting.
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
Sun Communities appointed John B. McLaren, its current President, as Chief Operating Officer on March 9, 2026, with added responsibility for the operations team. The same day, Bruce D. Thelen left his role as Executive Vice President and Chief Operating Officer to focus on other opportunities.
McLaren, age 55, has worked for the company for 24 years and has been President since November 2024.
His employment agreement has an initial three-year term and a base salary of $600,000, with a target bonus of 150% of base salary.
If the company terminates him without cause or he resigns for good reason, he would receive 1.50 times his base salary plus target bonus, subject to a release.
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
Alpha and Omega Semiconductor approved a 2026 incentive cash bonus plan for executive officers, with payouts based on adjusted earnings per share and revenue targets. The filing gives bonus percentages of base salary for named executives, including the CEO at 23% minimum, 100% target and 220% maximum.
Plan approved by the Compensation Committee on March 5, 2026, covering the 2026 calendar year
Payouts range from $0 to a maximum, based on adjusted EPS and revenue, with a specified minimum on each measure
CEO Stephen Chang: 23% minimum, 100% target, 220% maximum of base salary
CFO Yifan Liang, Bing Xue and Wenjun Li: 16% minimum, 70% target, 154% maximum
Deluxe Corporation disclosed that director Cheryl E. Mayberry McKissack notified the Board on March 4, 2026, that she will not stand for re-election at the company's 2026 Annual Meeting of Shareholders. The filing gives no reason for the decision and does not name a replacement, so the change's effect on the Board is not stated.
Director Cheryl E. Mayberry McKissack notified the Board on March 4, 2026.
She will not stand for re-election at the 2026 Annual Meeting of Shareholders.
The filing gives no reason for the decision and names no successor.
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.
Acurx Pharmaceuticals said executive officers voluntarily agreed to base salary reductions of 10%, effective April 1, 2026, and the board approved a 10% cut to the cash components of non-employee director pay. The company also announced a pilot trial of its lead antibiotic candidate, ibezapolstat, in patients with multiply-recurrent C. difficile infection, with trial start-up later in March and first-patient enrollment expected in the fourth quarter of 2026, subject to appropriate funding.
CEO David P. Luci and Executive Chairman Robert J. DeLuccia will each have a $495,000 annual base salary, and CFO Robert G. Shawah will have $360,000, effective April 1, 2026
Director cash compensation, including board, chair and committee retainers, will be reduced by 10% effective April 1, 2026
The open-label pilot trial will enroll up to 20 patients who have had at least two recurrences within the past 12 months; data will inform a planned Phase 3 trial
SLM Corporation entered into a $200 million accelerated share repurchase agreement with Goldman Sachs on March 9, 2026, under its $500 million share repurchase program. The company expects Goldman Sachs to deliver a substantial majority of the shares shortly after the agreement date, with settlement expected before or during the second quarter of 2026. The final share count depends on the volume-weighted average price less a discount, so the number of shares retired is not yet fixed.
$200 million accelerated share repurchase agreement with Goldman Sachs dated March 9, 2026; company to prefund on March 10, 2026
Company expects to receive a substantial majority of shares shortly after the agreement date; final share count depends on the VWAP less a discount
Settlement expected before or during the second quarter of 2026; Goldman Sachs may terminate on certain extraordinary events, in which case the company may receive fewer shares
About $91 million of shares repurchased earlier in 2026 before this agreement, under the $500 million authorization effective Jan. 22, 2026
FTI Consulting's board elected Eun Angela Nam as Chief Financial Officer, with her start date expected on or about May 1, 2026. She will oversee all finance functions and the information technology function, succeeding interim CFO Paul Linton, who returns to his prior role as Chief Strategy and Transformation Officer.
Nam was elected by the board on March 6, 2026; her employment start date is expected on or about May 1, 2026.
Offer letter sets an initial base salary of $700,000, an annual bonus target of $950,000 and an expected long-term incentive target of $950,000.
Nam will receive a one-time restricted stock award valued at $3,000,000 on the grant date, vesting equally over four years.
Nam previously served as CFO and Chief Accounting Officer of FTAI Aviation Ltd.
Fluor said Executive Chairman David E. Constable will not stand for reelection and will retire at the May 6, 2026 annual meeting. James T. Hackett, the current Lead Independent Director, will become Board Chair effective May 5, 2026, and Robert G. Card was added as a new director. The filing reports no financial results, and the leadership change is a planned succession.
David E. Constable, Executive Chairman, will retire at the annual meeting on May 6, 2026.
James T. Hackett will become Board Chair effective May 5, 2026.
Constable will provide consulting services for one year from May 6, 2026, for a fee of $525,200, paid quarterly.
Robert G. Card joined the Board effective March 4, 2026, which increased the Board to twelve members.
Gulfport Energy's President, CEO and director John Reinhart resigned effective immediately, after notifying the board on March 6, 2026. The company said the resignation was not due to any disagreement over operations, policies or practices, and an Office of the Chairman led by Chairman Timothy Cutt will run the company while a search for a new CEO is conducted. The company's press release says its 2026 development plan, outlook and strategy remain unchanged.
Reinhart resigned as President, CEO and director effective immediately; he notified the board on March 6, 2026.
Office of the Chairman led by Timothy Cutt, with Michael Hodges (CFO), Matthew Rucker (COO) and Patrick Craine (Chief Legal and Administrative Officer).
Cutt will receive an equity award of about $1,000,000 in time-based restricted stock units vesting over three years.
Hodges, Craine and Rucker signed retention agreements effective March 8, 2026; each payment equals base salary, 50% paid when a new CEO is hired and 50% six months later.
On March 6, 2026, Phillips 66's board increased its size from 14 to 16 directors and appointed Kevin O. Meyers and Howard I. Ungerleider, both independent, effective immediately. Both were placed on the Audit & Finance and Public Policy and Sustainability committees, and the filing says they receive pro-rated non-employee director compensation. The change is an administrative board addition with no financial terms disclosed.
Board expanded from 14 to 16 directors on March 6, 2026, with Meyers and Ungerleider appointed effective immediately
Kevin O. Meyers, age 72, formerly served at ConocoPhillips and Hess Corporation; Howard I. Ungerleider, age 57, is former CFO of Dow Inc.
Both new directors were appointed to the Audit & Finance Committee and the Public Policy and Sustainability Committee
Grace Puma Whiteford was reclassified as a Class I director with a term expiring at the 2028 annual meeting
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.