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).
Rush Enterprises appointed Jody Pollard as Chief Operating Officer effective March 23, 2026, succeeding Jason Wilder, who has left the company. Pollard has been with the company since 1999 and was Senior Vice President - Truck and Aftermarket Sales from March 2021 until this promotion. The filing says the Compensation Committee will review possible changes to his pay, but no changes have been decided, and the filing contains no financial results.
Jody Pollard, age 49, named COO effective March 23, 2026
Jason Wilder, COO since November 2024, has left the company
Compensation Committee plans to review Pollard's pay; any changes subject to final approval
Pollard will report to W.M. "Rusty" Rush, Chairman, CEO and President
InterGroup Corp dismissed WithumSmith+Brown as its independent auditor on March 19, 2026, and the Audit Committee approved Whitley Penn LLP as the new firm for the fiscal year ending June 30, 2026. The filing states there were no disagreements or reportable events with Withum, and the Whitley appointment is subject to completion of its client acceptance and independence procedures and a final engagement letter.
Withum dismissed effective immediately on March 19, 2026
Filing states no disagreements or reportable events with Withum in fiscal 2024, fiscal 2025 or the interim period through March 19, 2026
Whitley Penn LLP approved as new auditor, covering fiscal year ending June 30, 2026, subject to final engagement letter
Withum's letter to the SEC dated March 23, 2026 is filed as Exhibit 16.1
Globus Medical director John A. DeFord, Ph.D., resigned from the Board of Directors effective immediately on March 23, 2026, and said the decision was not a result of any disagreement with the company. He will not seek re-election at the Annual Meeting of Stockholders on June 3, 2026. The filing describes a board departure with no change to financial results or guidance.
Resignation effective immediately, announced March 23, 2026
Company states the decision was not due to any disagreement with the company
Dr. DeFord would not have stood for re-election at the June 3, 2026 annual meeting
Chairman David C. Paul thanked him for his work on the NuVasive merger and the Nominating and Governance Committee
Harmonic Inc. signed an Asset Purchase Agreement on March 20, 2026, to sell its Video Business to Leone Media Inc. (d/b/a MediaKind) for $145 million in cash, subject to adjustment for net working capital, cash and debt, and selling expenses. The sale is expected to close in the second quarter of 2026, subject to customary regulatory approvals and other closing conditions. The filing does not include financial results for the business, so its effect on Harmonic's earnings is not stated.
Purchase price of $145 million in cash, subject to adjustment at closing
Put Option exercised March 16, 2026, after French works council consultation completed March 12, 2026; APA executed March 20, 2026
Closing expected in the second quarter of 2026; either party may terminate if conditions are unmet by June 8, 2026, extendable to September 8, 2026
Harmonic agrees not to compete with the business for three years after closing
California Resources Corporation completed an upsized private offering of $350 million in additional 7.000% senior unsecured notes due January 15, 2034, on March 23, 2026. The company plans to use the proceeds, with cash on hand and or revolver borrowings, to redeem $350 million of its 8.250% senior notes due 2029 at 100% of principal plus the applicable premium, with that redemption expected to close March 24, 2026. The filing is a refinancing of existing debt that adds new debt of the same size as the notes it retires.
Offering size: $350 million additional principal of 7.000% senior unsecured notes due January 15, 2034, fungible with $400 million of existing 2034 notes
Use of proceeds: redemption of $350 million of 8.250% senior notes due 2029 at 100% of principal plus applicable premium and accrued interest
Expected redemption close: March 24, 2026; interest on new notes payable semi-annually from July 15, 2026
Notes are guaranteed by existing subsidiaries and rank equally with senior unsecured debt; change of control repurchase offer at 101%
Crown Holdings entered a Second Amended and Restated Credit Agreement on March 17, 2026, which replaces its April 7, 2017 credit agreement in its entirety. The new agreement provides several revolving and term loan facilities with a five-year term, and proceeds were used to pay transaction costs, refinance the prior agreement, and for general corporate purposes. For shareholders, the filing describes a refinancing of existing credit lines with a new maturity date and pricing tied to the company's leverage ratio, without stating any change to operating results.
On March 17, 2026, the company entered into a Second Amended and Restated Credit Agreement that replaces the Amended and Restated Credit Agreement originally dated April 7, 2017.
Facilities include an $800 million Dollar Revolving Facility, an $800 million Multicurrency Revolving Facility, a $50 million Canadian Revolving Facility, a $1,175 million Term Loan A Facility and a €499.5 million Term Euro Facility.
The five-year facilities mature March 17, 2031, and bear interest at SOFR plus 1.25% at closing, adjustable by up to one-quarter percent per annum based on the company's Total Leverage Ratio.
Borrowings are secured and guaranteed by the company and certain subsidiaries, and the agreement requires the company to maintain a maximum leverage ratio.
SiriusPoint International, a subsidiary of SiriusPoint Ltd., signed a Settlement Agreement with its President and CEO Rob Gibbs on March 17, 2026, in connection with his departure. The severance package is 401,700 GBP, paid in 12 monthly installments after his last day of employment on April 30, 2026, and the company will also cover some medical and life assurance costs into 2027.
Rob Gibbs, President & CEO of SiriusPoint International, is departing; his last day of employment is April 30, 2026.
Severance is 401,700 GBP, paid in 12 equal monthly installments, and includes payment in lieu of his six-month notice period.
Gibbs will not receive a bonus for 2025, and medical coverage is to continue through April 30, 2027.
The settlement includes a general release of claims and ongoing confidentiality, non-compete, and non-solicitation obligations.
Customers Bancorp director Robert N. Mackay told the company on March 20, 2026 that he intends to retire from the boards of the company and Customers Bank and will not stand for reelection at the 2026 Annual Meeting of Shareholders. He cited the increasing demands of his role as CEO of a global regulatory technology company, and the filing states the decision is not related to any disagreement over company or bank operations, policies or practices.
Robert N. Mackay informed the company on March 20, 2026 of his intent to retire and not stand for reelection.
His retirement takes effect immediately after the 2026 Annual Meeting of Shareholders.
Mackay has been a director since 2022 and sits on the Directors Risk & Compliance Committee and the Leadership Development & Compensation Committee.
The filing says the decision is not related to any disagreement on company or bank matters.
Sir Martin Franklin, the company's Executive Chairman, will not seek reelection and will leave the Board at the 2026 annual meeting or by May 4, 2026. The Board is reducing its size from eight to seven directors effective May 4, 2026, and Ian Ashken will become Non-Executive Chairman at the annual meeting. The filing reports no disagreement with the company and no financial results, so the change is governance-related rather than a change in operating performance.
Sir Martin E. Franklin will not seek reelection and will retire from the Board by May 4, 2026
Board size reduced from eight to seven directors, effective May 4, 2026
Ian G.H. Ashken, a founding director since 2013, to become Non-Executive Chairman at the 2026 Annual Meeting
Filing states there was no disagreement between Franklin and the company
Concentrix amended its accounts receivable securitization facility on March 20, 2026, with PNC Bank as administrative agent. The amendment raises available lender commitments from up to $700 million to up to $750 million and extends the termination date from January 14, 2027 to March 20, 2028. The filing describes a routine financing update that increases borrowing capacity and pushes out the facility's maturity.
Lender commitments increased from up to $700 million to up to $750 million
Termination date extended from January 14, 2027 to March 20, 2028
Amendment dated March 20, 2026; Concentrix Receivables, Inc. is the borrower and Concentrix is servicer
PNC Bank, National Association serves as administrative agent
Perrigo entered into an Amended and Restated Credit Agreement on March 20, 2026, which extends the maturity of its $1.0 billion revolving credit facility to March 20, 2031 and removes the credit spread adjustment on revolver loans. The company drew on the revolver to prepay its Term A Loans in full, and the $972.4 million Term Loan B facility is unchanged. For shareholders, the filing shows a refinancing of existing debt with a later maturity, with the facilities secured by Loan Party assets and subject to financial covenants.
Revolving Facility of $1.0 billion matures March 20, 2031, replacing the prior maturity
Term Loan B Facility of $972.4 million, maturing April 20, 2029, is unchanged
Proceeds from a revolver drawdown were used to prepay Term A Loans in their entirety
Facilities are secured by Loan Party assets and subject to secured net leverage and cash interest coverage covenants
On March 22, 2026, Everest Underwriting Group (Ireland) Limited agreed to sell Everest Insurance Company of Canada, which holds the company's Canadian Retail Insurance operations, to The Wawanesa Mutual Insurance Company for CAD 410 million, subject to adjustment. The company describes the sale as a step in its plan to exit Commercial Retail Insurance and focus on Reinsurance and Global Wholesale and Specialty Insurance, and expects the deal to close in the second half of 2026. The filing does not state the sale's effect on earnings or book value.
Buyer is The Wawanesa Mutual Insurance Company; purchase price is CAD 410 million, subject to adjustment
Agreement signed March 22, 2026 and announced in a March 23, 2026 press release
Closing requires Canadian antitrust approval from the Commissioner of Competition and insurance approval from the Minister of Finance
Everest Reinsurance Company (Canadian Branch) will reinsure certain pre-closing liabilities of the unit under a loss portfolio transfer
Arbor Realty Trust's consolidated subsidiary issued about $762.6 million of notes backed by commercial real estate bridge loans, selling $674.0 million of investment grade-rated notes in a private placement. Arbor's subsidiary bought the remaining $88.7 million of below investment grade notes and will account for the offered notes as a financing on its balance sheet, with proceeds used to repay credit facility borrowings, pay transaction expenses and fund future loans and investments.
Offered investment grade-rated notes of $673,990,000 issued; a consolidated subsidiary bought $88,657,903 of below investment grade notes and $45,758,903 of income notes
Initial weighted average interest rate of about 1.73% plus Term SOFR; monthly interest payments begin April 20, 2026; stated maturity September 2043
Proceeds will repay borrowings under current credit facilities, pay transaction expenses and fund future loans and investments
Secured notes are non-recourse to the issuer; reinvestment period of about two years and six months; weighted average life expected between 2.89 and 4.49 years
Sonoco Products entered a credit agreement with Wells Fargo as administrative agent that provides an unsecured delayed draw term loan of up to $300 million, drawable through September 13, 2026. The filing shows the facility as a source of committed borrowing capacity, with interest tied to Term SOFR or base rate plus a margin set by the company's credit ratings.
Facility: up to $300 million unsecured delayed draw term loan, drawable on or before September 13, 2026
Borrowings are due on the second anniversary of the Funding Date, with no required amortization and penalty-free voluntary prepayment
Pricing: Term SOFR loans at 0.850% to 1.100% above the benchmark; base rate loans at 0.000% to 0.100% above the base rate
Covenants include minimum Book Net Worth of 80% of the March 31, 2024 level and a minimum Consolidated Interest Coverage Ratio of 3.25 to 1.00
Waters Corporation's subsidiary Augusta SpinCo Corporation completed a $3.5 billion offering of senior notes in five tranches maturing from 2027 to 2036. The company plans to use the proceeds, together with cash on hand, to repay $3.5 billion of debt under a delayed draw term loan incurred in February 2026, replacing short-term borrowing with longer-dated notes.
Five tranches totaling $3.5 billion, with coupons from 4.321% (due 2027) to 5.245% (due 2036)
Net proceeds plus cash on hand to repay $3.5 billion under the delayed draw term loan incurred in February 2026
Notes are fully and unconditionally guaranteed on a senior unsecured basis by Waters and certain subsidiaries
Underwriting agreement dated March 17, 2026, led by Barclays, Citigroup, J.P. Morgan, BofA Securities and HSBC
On March 23, 2026, concurrent with the Janus Living initial public offering, Healthpeak and its subsidiaries amended three credit agreements, with lenders consenting to the IPO. The Healthpeak term loan was amended to add a $400.0 million senior unsecured delayed draw facility and raise maximum borrowing capacity from $1.5 billion to $2.0 billion, with $750.0 million of unused capacity after closing.
New $400.0 million senior unsecured delayed draw term loan facility with a five-year stated maturity
Healthpeak term loan maximum borrowing capacity raised from $1.5 billion to $2.0 billion
Initial margin on new facility is 0.80% for Term SOFR and Daily SOFR loans, based on current debt ratings
Revolver and Physicians Realty term loan amendments made no change to maturity, pricing or commitment amounts
Palo Alto Networks disclosed that CyberArk, which it acquired and now operates under a supplemental indenture, has set Combination Settlement as the default method for conversions of its 0.00% Convertible Senior Notes due 2030 occurring on or after March 23, 2026. Under this method, each $1,000 principal amount of Notes will be settled with a Specified Dollar Amount of $1,000 until the company changes the settlement method under the indenture. The filing does not state conversion volumes, share counts, or financial impact.
Default settlement method set to Combination Settlement, effective March 23, 2026
Specified Dollar Amount of $1,000 per $1,000 principal amount of Notes for conversions on or after March 23, 2026
Notes governed by an indenture dated June 10, 2025, with a First Supplemental Indenture dated February 11, 2026 that includes Palo Alto Networks
U.S. Bank Trust Company, National Association serves as trustee, paying agent, and conversion agent
Dollar Tree entered a $500 million term loan credit facility with Bank of America as agent on March 19, 2026, maturing March 19, 2029. The company said its existing 364-day revolving credit agreement, which had commitments terminated upon expiration on March 20, 2026, was replaced in connection with this new facility. For shareholders, the filing shows new borrowing capacity with a three-year term and no required repayment before maturity, though the loan adds a direct financial obligation.
$500 million term loan credit facility with Bank of America, N.A. as agent, dated March 19, 2026
Matures March 19, 2029; no required amortization, and voluntary repayment allowed without premium
Interest at Term SOFR plus 1.00% initially, adjustable based on credit ratings and leverage ratio
Existing 364-day revolving credit agreement with JPMorgan Chase Bank, N.A. as agent terminated upon expiration March 20, 2026
Freeport-McMoRan director Robert W. Dudley told the Lead Independent Director and Chairman on March 20, 2026 that he will not seek re-election at the 2026 annual meeting of stockholders. He will serve the rest of his current term, which ends at that meeting, and the company said his decision was not due to any disagreement with the company. The change is a routine board transition that does not affect financial results.
Director Robert W. Dudley informed the Board on March 20, 2026 that he will not stand for re-election
His current term ends at the Company's 2026 annual meeting of stockholders
The company states the decision was not due to any disagreement with the Company
General Motors entered an unsecured $2.0 billion 364-day revolving credit agreement on March 23, 2026, which matures on March 22, 2027. The facility is allocated for exclusive use by General Motors Financial Company, and GM has guaranteed subsidiary borrowers' obligations. It adds a committed source of short-term borrowing capacity, with GM required to keep at least $4.0 billion in global liquidity and $2.0 billion in U.S. liquidity.
Unsecured $2.0 billion, 364-day revolving facility dated March 23, 2026, maturing March 22, 2027
Agented by JPMorgan Chase Bank, N.A. (administrative agent) and Citibank, N.A. (syndication agent)
Allocated for exclusive use by General Motors Financial Company, Inc.; borrowing in U.S. dollars only
Covenants require at least $4.0 billion global liquidity and $2.0 billion U.S. liquidity
On March 19, 2026, subsidiary Otter Tail Power Company entered a Note Purchase Agreement to issue $170 million of senior unsecured notes to private purchasers. The company says proceeds will fund capital expenditures, refinance existing debt and support general corporate purposes, and the agreement adds debt-to-capitalization and priority debt limits that apply each quarter.
Series 2026A notes: $100 million at 5.33%, due March 19, 2036, issued March 19, 2026
Series 2026B notes: $70 million at 6.04%, due June 4, 2056, expected to be issued June 4, 2026, subject to closing conditions
Financial covenants cap interest-bearing debt at 65% of total capitalization and priority indebtedness at 20% of total capitalization, tested quarterly
Strategy Inc added three sales agents and three at-the-market sales programs covering up to $21.0 billion of common stock, up to $21.0 billion of STRC preferred stock and up to $2.1 billion of STRK preferred stock, all under an existing shelf registration. The filing also ended the prior STRK preferred offering effective March 22, 2026, and changed the authorized share counts for STRC and STRK preferred stock, which gives the company room to sell more shares that could dilute existing holders.
Moelis, Alliance and StoneX were added as sales agents under the Omnibus Sales Agreement dated November 4, 2025.
New offering capacity: up to $21.0 billion of common stock, up to $21.0 billion of STRC preferred stock and up to $2.1 billion of STRK preferred stock.
Authorized STRC preferred shares were increased from 70,435,353 to 282,556,565; authorized STRK preferred shares were decreased from 269,800,000 to 40,270,744.
Abbott Laboratories completed its acquisition of Exact Sciences on March 23, 2026, under a merger agreement dated November 19, 2025. Exact Sciences shareholders received $105.00 in cash per share, and Exact Sciences is now a wholly owned Abbott subsidiary, so shareholders of both companies should watch how the combined business is integrated.
Each Exact Sciences common share was converted into the right to receive $105.00 in cash, without interest, less applicable withholding taxes.
March 20, 2026 was the last day Exact Sciences shares traded on the Nasdaq Stock Market.
Exact Sciences survives the merger as a direct, wholly owned subsidiary of Abbott.
Abbott says the deal adds Cologuard, Oncotype DX, Oncodetect and Cancerguard to its diagnostics portfolio.
On March 22, 2026, Tripadvisor entered a cooperation agreement with activist investor Starboard Value LP. The Board expanded from eight to ten directors, Dhiren R. Fonseca and Andrew F. Cates were appointed effective immediately, and amended bylaws allow stockholders to act by written consent and call special meetings. For shareholders, the agreement sets the Board's composition for the 2026 Annual Meeting and includes Starboard voting and standstill commitments.
Board increases from eight to ten directors; Fonseca and Cates appointed March 22, 2026, with terms expiring at the 2026 Annual Meeting
Starboard may recommend two additional director candidates for the 2026 Annual Meeting slate
Amended and Restated Bylaws, effective March 22, 2026, permit stockholder action by written consent and stockholder-called special meetings
Starboard agreed to vote its shares for the Board's nominees at the 2026 Annual Meeting and to customary standstill provisions
On March 20, 2026, Liberty Live Holdings closed privately negotiated exchanges of about $1,116 million of its 2.375% Old Debentures for new 2.375% Exchangeable Senior Debentures due 2053, under a new indenture with U.S. Bank Trust Company as trustee. About $34 million of Old Debentures remain outstanding, and the New Debentures are exchangeable into cash tied to Live Nation Entertainment common stock, with about 10.5 million Live Nation shares initially attributable.
New Debentures: about $1,116 million principal issued in exchange for an equal amount of Old Debentures, which were cancelled
About $34 million of Old Debentures remain outstanding as of March 20, 2026
New Debentures bear 2.375% interest, mature September 30, 2053, and pay quarterly from March 31, 2026
Initial exchange price of about $104.91 per Live Nation share; holders can require purchase on September 30, 2032
Okta director Jeff Epstein told the company on March 19, 2026 that he will resign from the Board of Directors, effective at the 2026 annual stockholder meeting currently planned for June 18, 2026. The filing says the departure is not the result of any disagreement with the company, and the board thanked him for his service.
Jeff Epstein notified Okta on March 19, 2026 of his board resignation.
Resignation takes effect at the 2026 annual meeting of stockholders, currently planned for June 18, 2026.
The filing states the departure is not due to any disagreement with the company.
Arcus Biosciences said Chief Operating Officer Jennifer Jarrett decided to resign, effective March 30, 2026, and that the resignation is not due to any disagreement with the company on operations, policies or practices. Under a separation agreement, she will provide periodic advisory services through June 30, 2026, and the company extended her post-termination option exercise period to twelve months.
Jennifer Jarrett resigns as Chief Operating Officer, effective March 30, 2026; notice given March 17, 2026
Resignation is stated to be unrelated to any disagreement with the company
Jarrett will provide advisory services through June 30, 2026; vested options exercisable for twelve months after termination
Full separation agreement to be filed with the next Form 10-Q
State Street's board elected Susan Gordon as an independent director on March 19, 2026, and appointed her to the Examining and Audit Committee and the Technology and Operations Committee. She will receive a pro rata share of the $110,000 annual retainer and a $235,000 common stock retainer, under terms consistent with those previously disclosed.
Susan Gordon elected independent director on March 19, 2026
Appointed to Examining and Audit Committee and Technology and Operations Committee
Pro rata share of $110,000 annual retainer and $235,000 common stock retainer; stock award priced at NYSE closing price on election date
Cardinal Health said Gregory B. Kenny is retiring from its board, its committees and the chair role, effective March 20, 2026, and that he is not leaving because of any disagreement with the company. The board appointed director Patricia A. Hemingway Hall as chair, effective immediately. The company also said it will report third quarter fiscal 2026 earnings on April 30, 2026, and remains confident in its fiscal 2026 outlook.
Gregory B. Kenny's retirement from the board and as Board Chair is effective March 20, 2026, and was not due to any disagreement with the company
Patricia A. Hemingway Hall, a director since 2013, was appointed Board Chair effective immediately
Cardinal Health will release third quarter fiscal 2026 earnings on April 30, 2026
The company states it remains confident in its outlook for fiscal 2026
Ingredion disclosed that director Gregory B. Kenny will retire from the Board effective March 23, 2026, after serving since 2005, and that the Board elected Siobhán Talbot as a director effective April 1, 2026. Kenny said his retirement was not due to any disagreement with the Company, and the Board classed Talbot as independent under NYSE standards. The change is a routine board rotation with no reported effect on financial results.
Gregory B. Kenny informed the Company on March 20, 2026 of his decision to retire from the Board, effective March 23, 2026.
Kenny had served as a director since 2005 and said the decision was not due to any disagreement on operations, policies, or practices.
The Board elected Siobhán Talbot as a director on March 18, 2026, with her term beginning April 1, 2026.
Talbot, age 62, is the former Group Managing Director and CEO of Glanbia plc (November 2013 to December 2023) and sits on the CRH plc board.
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.