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8-K filings in March 2026, explained

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).

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FCNFTI CONSULTING, INC Mar 18, 4:46 PM ET

FTI Consulting adds $300 million term loan maturing March 17, 2029

Neutral financing Written later 1.012.03

FTI Consulting entered into an incremental amendment to its existing credit agreement on March 17, 2026, providing a $300 million term loan. The company may use the proceeds for general corporate purposes, and the loan matures on March 17, 2029.

  • Incremental Term Loan of $300 million under the Second Amended and Restated Credit Agreement dated November 21, 2022
  • Interest at SOFR plus a 0.10% credit spread adjustment, or base rate, plus a margin tied to consolidated total net leverage ratio
  • Loan matures March 17, 2029; Bank of America, N.A. is administrative agent
Read the filing on SEC.gov ↗
COTYCOTY INC. Mar 18, 4:33 PM ET

Coty adds five independent directors and names new lead director; three resign

Neutral leadership Written later 5.027.01

Coty's Board appointed five new independent directors on March 18, 2026, and expanded its size to 10 members as part of a Board refreshment. Three directors resigned effective immediately, Robert Singer will leave on June 30, 2026, and Gordon von Bretten stepped down from the Board while staying in his executive role. For shareholders, the filing changes the Board's makeup and committee leadership but does not report any financial results or guidance.

  • Five new independent directors appointed effective March 18, 2026: Carsten Fischer, Robert Kunze-Concewitz, Alia Gogi, Maria Carla Liuni and Stephanie Plaines
  • Carsten Fischer named Lead Independent Director; Stephanie Plaines chairs the Audit and Finance Committee; Robert Kunze-Concewitz chairs the Remuneration Committee
  • Beatrice Ballini, Isabelle Parize and Anna Adeola Makanju resigned effective immediately; Robert Singer resigns effective June 30, 2026
Read the filing on SEC.gov ↗
ALRMAlarm.com Holdings, Inc. Mar 18, 4:30 PM ET

Alarm.com: Jeff Bedell temporarily steps back from President role for family matter

Neutral leadership Written later 5.02

Alarm.com said Jeff Bedell, its President of Venture Businesses and Corporate Strategy, will temporarily relinquish those duties effective March 12, 2026, citing a personal family issue. He remains a full-time employee and will serve as a senior advisor to the Chief Executive Officer. The filing describes a temporary, administrative change in responsibilities and does not name a replacement or report any financial effect.

  • Effective March 12, 2026, Jeff Bedell temporarily relinquishes his duties as President, Venture Businesses and Corporate Strategy
  • The change is due to a personal family issue that requires substantial focus, according to the filing
  • Bedell remains a full-time employee and will serve as a senior advisor to the Chief Executive Officer
  • The filing does not name a successor or give a return date
Read the filing on SEC.gov ↗
PSXPhillips 66 Mar 18, 4:28 PM ET

Phillips 66 closes $2.25 billion 364-day term loan and expands receivables facility

Neutral financing Written later 1.012.03

Phillips 66 Company, a wholly owned subsidiary of Phillips 66, entered into a 364-day, $2.25 billion term loan on March 18, 2026, and borrowed the full amount at closing. The company also amended its receivables securitization program to raise the maximum facility size from $1.25 billion to $1.75 billion, with a possible future increase to up to $2.0 billion. The filing describes new debt and expanded financing capacity but does not report earnings, guidance, or a use of proceeds.

  • Term loan: $2.25 billion, 364-day maturity, fully borrowed as of March 18, 2026, prepayable without premium or penalty
  • Interest: Term SOFR plus 1.100%, or reference rate plus 0.100%
  • Covenant: maximum consolidated net debt-to-capitalization ratio of 65%, tested each fiscal quarter
  • Receivables facility: maximum size raised from $1.25 billion to $1.75 billion under amendment dated March 13, 2026
Read the filing on SEC.gov ↗
AVAVAeroVironment Inc Mar 18, 4:28 PM ET

AeroVironment COO Brad Truesdell to retire once a successor is named

Neutral leadership Written later 5.02

AeroVironment's Executive Vice President and Chief Operating Officer, Brad Truesdell, notified the company on March 12, 2026, that he intends to retire once a successor is appointed. He will remain in the role as principal operating officer until the successor is in place and duties are transferred, and the company is searching for a new principal operating officer. The filing does not report any financial results, so the change affects shareholders through leadership continuity in operations.

  • Brad Truesdell, EVP and Chief Operating Officer, notified the company of his retirement intention on March 12, 2026.
  • Retirement takes effect upon appointment of a successor; he continues as principal operating officer until then.
  • The company is currently searching for a new principal operating officer.
  • After leaving, Truesdell is expected to serve as a consultant to help with transition services.
Read the filing on SEC.gov ↗
EGBNEAGLE BANCORP INC Mar 18, 4:15 PM ET

Eagle Bancorp grants retention awards to senior team as CEO Susan Riel plans to retire

Neutral leadership Written later 5.02

Eagle Bancorp approved 2026 Continuity Awards for its senior management team other than CEO Susan Riel, who has announced plans to retire while the company searches for a successor. The awards combine cash payments and restricted stock units meant to retain key leaders and support a stable transition.

  • Lump-sum cash payments on March 27, 2026: $425,000 to Eric R. Newell, $325,000 to Evelyn K. Lee, and $425,000 to Ryan A. Riel
  • Cash awards must be repaid if the recipient resigns voluntarily (other than for good reason) or is terminated for cause before June 30, 2027
  • Each of Newell, Lee, and Riel received 4,086 RSUs granted March 16, 2026, valued at about $100,000, vesting on the third anniversary of the grant date
Read the filing on SEC.gov ↗
NBRGNewbridge Acquisition Ltd Mar 18, 4:15 PM ET

Newbridge Acquisition to let unit holders separate NBRG shares and rights from March 23

Neutral shareholder Written later 8.01

Newbridge Acquisition Limited, a blank check company, said holders of its units may separate the Class A ordinary shares and rights starting on or about March 23, 2026. The separated shares and rights will trade on Nasdaq under their own symbols, while units not separated keep trading as NBRGU. The change is administrative and does not alter the terms of the shares or rights.

  • Separate trading of Class A ordinary shares and rights begins March 23, 2026.
  • Each unit holds one Class A ordinary share and one right to receive one-eighth of one Class A ordinary share upon an initial business combination.
  • Separated shares and rights trade as NBRG and NBRGR; units not separated continue as NBRGU on Nasdaq.
  • Holders must have their brokers contact transfer agent VStock Transfer LLC to separate units.
Read the filing on SEC.gov ↗

Hilton extends revolving credit facility maturity and raises letter of credit sublimit

Neutral financing Written later 1.01

Hilton Domestic Operating Company, an indirect subsidiary of Hilton Worldwide Holdings, entered into Amendment No. 12 to its credit agreement on March 18, 2026. The amendment extends the maturity of the senior secured revolving credit facility, changes its interest pricing terms, and raises the letter of credit and swingline borrowing sublimits. The filing describes these as credit facility terms and does not report a dollar amount for the facility itself or any effect on earnings.

  • Revolving credit facility maturity extended to the earlier of five years after March 18, 2026 or 91 days before the stated maturity of existing term loans
  • Letter of credit sublimit increased from $250 million to $500 million
  • Same-day swingline borrowing sublimit increased from $100 million to $200 million
  • Base margin on SOFR-based loans is 1.00% per annum when first lien net leverage is 1.50 to 1.00 or lower, with step-ups at higher leverage levels
Read the filing on SEC.gov ↗
UPWKUPWORK, INC Mar 18, 4:05 PM ET

Upwork: GM of Marketplace David Bottoms to depart; last day April 3, 2026

Neutral leadership Written later 5.02

Upwork said its GM, Marketplace David T. Bottoms is leaving the company, with his employment continuing through April 3, 2026. Under a separation agreement dated March 17, 2026, he will receive a lump sum equal to twelve months' base salary and COBRA premium reimbursement, subject to a release of claims, and his equity awards will keep vesting through his last day.

  • David T. Bottoms, GM, Marketplace, agreed to resign on March 12, 2026; last day of employment is April 3, 2026.
  • Separation terms include a lump sum of twelve months' base salary plus COBRA premium reimbursement for up to twelve months, subject to a release of claims.
  • Effective April 4, 2026, Anthony Kappus, GM & Chief Operating Officer, will lead Marketplace teams other than engineering.
  • Andrew Rabinovich, Chief Technology Officer & Head of AI/ML, will lead Marketplace engineering.
Read the filing on SEC.gov ↗
PTRNPattern Group Inc. Mar 18, 4:05 PM ET

Pattern Group director Daniel Gay resigns; board cut to six seats

Neutral leadership Written later 5.02

Pattern Group director Daniel Gay resigned from the board effective immediately on March 16, 2026, citing personal reasons and no disagreements with the company. The board reduced its authorized seats from seven to six and appointed John Bailey to the Audit Committee.

  • Daniel Gay notified the company on March 12, 2026 that he would not stand for reelection, then resigned on March 16, 2026, including all committee seats.
  • The filing says the resignation was for personal reasons and not due to disagreements over operations, policies or practices.
  • The board reduced its authorized number of directors from seven to six.
  • John Bailey was appointed to the Audit Committee.
Read the filing on SEC.gov ↗
EXLSExlService Holdings, Inc. Mar 18, 4:01 PM ET

ExlService enters $125 million accelerated share buyback; director Nitin Sahney not running again

Neutral shareholder Written later 1.015.02

ExlService Holdings entered a $125 million fixed dollar accelerated share repurchase with Morgan Stanley on March 16, 2026, part of a $500 million buyback authorized by the Board in February 2026. The company also disclosed that director Nitin Sahney will leave the Board at the 2026 annual meeting, stating his decision did not arise from any disagreement with the company.

  • $125 million paid to Morgan Stanley under the ASR; initial delivery of 3,346,720 shares on March 17, 2026, valued at about $100 million
  • Final settlement expected no later than the second quarter of 2026; final share count to be determined at settlement
  • Director Nitin Sahney will not stand for re-election and will resign from the Board at the 2026 annual meeting
  • Company is funding the buyback with cash on hand and borrowings under its existing credit facility
Read the filing on SEC.gov ↗
NOVNOV Inc. Mar 18, 12:37 PM ET

NOV appoints Sanjay Chowbey, Kennametal CEO, to its board of directors

Neutral leadership Written later 5.02

NOV Inc. appointed Sanjay K. Chowbey, President and CEO of Kennametal Inc., as a director effective March 17, 2026, expanding the board to nine members, eight of them independent. He will also serve on the Audit Committee. The filing describes a routine board addition with no financial results or guidance attached.

  • Sanjay K. Chowbey, age 58, appointed to the board on March 17, 2026, with a term expiring at the next annual meeting
  • He will serve on the Audit Committee and receive the company's standard non-employee director compensation
  • Board now has nine directors, eight of whom are independent
  • Chowbey is President and CEO of Kennametal Inc. (NYSE: KMT) and also serves on that company's board
Read the filing on SEC.gov ↗

JBK trust makes $431,333 interest distribution to certificate holders on February 17, 2026

Neutral shareholder Written later 8.01

The trust for Goldman Sachs Capital I Securities-Backed Series 2004-6 paid $431,333.10 in scheduled interest income to certificate holders on February 17, 2026, as shown in a trustee's distribution statement filed as Exhibit 99.1. The filing is a routine trust report with no change to the underlying securities, and the trustee passed through all income received.

  • Distribution to holders on February 17, 2026 totaled $431,333.10, all from scheduled income on securities.
  • Underlying security is $13,596,000 of Goldman Sachs Capital I 6.345% Capital Securities due February 15, 2034.
  • Swap receipts and swap distributions were $0.00, and principal account activity was $0.00.
  • Lehman ABS Corporation and the trustee did not verify Goldman Sachs Group's public filings referenced in the 8-K.
Read the filing on SEC.gov ↗

Mountain Lake Acquisition Corp. II units to separate into shares and warrants March 19

Neutral other Written later 8.01

Starting March 19, 2026, holders of Mountain Lake Acquisition Corp. II units can elect to trade the Class A ordinary shares and warrants separately, with the shares expected to trade as MLAA and the warrants as MLAAW on Nasdaq. The company also reported that its sponsor forfeited 6,000 Class B ordinary shares on March 16, 2026, after the underwriters decided not to exercise the remainder of their over-allotment option. These are administrative changes to how the company's securities trade and do not change its reported financial results.

  • Separate trading of Class A ordinary shares and warrants begins March 19, 2026, for holders of units from the January 28, 2026 IPO.
  • Separated shares are expected to trade as MLAA and warrants as MLAAW; units not separated continue to trade as MLAAU.
  • Each whole warrant entitles the holder to buy one Class A ordinary share for $11.50 per share.
  • Sponsor forfeited 6,000 Class B ordinary shares on March 16, 2026, after underwriters declined the remaining over-allotment option.
Read the filing on SEC.gov ↗
MKCMCCORMICK & CO INC Mar 18, 7:36 AM ET

McCormick names Julie Giese as controller and principal accounting officer effective April 1

Neutral leadership Written later 5.02

McCormick said its Vice President & Controller, Gregory P. Repas, will retire effective July 1, 2026, and will step down as principal accounting officer on April 1, 2026. Julie Giese, currently Vice President and Assistant Corporate Controller, will take over both roles on April 1, 2026, with a $400,000 base salary. The change is an orderly succession in the finance function and does not involve an executive officer role.

  • Gregory P. Repas gave notice on March 12, 2026 of his intention to retire, effective July 1, 2026.
  • Julie Giese, age 46, was appointed Vice President & Controller and principal accounting officer on March 16, 2026, effective April 1, 2026.
  • Giese joined McCormick in August 2024 and previously was Director of Accounting for Pepco Holdings LLC from April 2016 through August 2024.
  • Giese's annual base salary is $400,000; the positions are not executive officer roles.
Read the filing on SEC.gov ↗

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.