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).
D.R. Horton entered into Amendment No. 13 to its credit agreement, raising the aggregate revolving credit commitment to $3.295 billion and the aggregate credit facility limit to $4.0 billion. A subsidiary, DRH Rental, also amended its $1.050 billion revolving facility to extend the termination date to March 27, 2030 and reduce undrawn fees.
D.R. Horton's aggregate revolving credit commitment increased to $3.295 billion across multiple maturity tranches, including Series C maturing October 28, 2027, Series D maturing March 27, 2029 and Series E maturing March 27, 2031
Aggregate Credit Facility Limit increased to $4.0 billion
DRH Rental's $1.050 billion senior unsecured revolving facility termination date extended to March 27, 2030, with lower undrawn fees
On March 30, 2026, Ralliant entered into Amendment No. 2 to its Credit Agreement with PNC Bank, National Association, as administrative agent. The amendment refinances a $530.8 million term loan due December 2026 with a $550 million term loan due March 2029, at a rate 12.5 basis points higher than the current rate, and reduces a $619.2 million term loan due June 2028 to $600 million at a rate 12.5 basis points lower. It also removes the 85% cap on netting non-US cash in the consolidated net leverage ratio, and the filing states all other material terms are unchanged.
$550 million term loan due March 2029 replaces the $530.8 million term loan due December 2026, at a rate 12.5 basis points higher
$619.2 million term loan due June 2028 is reduced to $600 million, with its borrowing rate 12.5 basis points lower
The 85% cap on netting non-US cash and cash equivalents in the net leverage ratio is removed
Amendment No. 2 is dated March 30, 2026 and is filed as Exhibit 10.1 to the 8-K
Biogen signed a merger agreement on March 31, 2026 to acquire Apellis Pharmaceuticals through a tender offer. Apellis holders would receive $41.00 per share in cash plus one contingent value right worth up to $4.00 per share in milestone payments, and the deal does not require a financing condition or a stockholder vote. The deal would give Apellis shareholders a cash premium, and a $205 million termination fee applies in certain cases.
Upfront cash of $41.00 per Apellis share, plus one CVR paying up to $4.00 per share on milestones
Tender offer to remain open for 20 business days; the Offer must be completed by September 30, 2026 for either party to terminate
Apellis would owe Biogen a $205,000,000 termination fee in specified circumstances
Support stockholders holding about 14% of Apellis shares agreed to tender their shares
On March 27, 2026, an indirect subsidiary of International Seaways agreed to become a subsidiary guarantor under its $500 million revolving credit facility and to pledge a VLCC tanker as collateral. The vessel replaces assets previously sold or released from the facility's collateral pool. The filing is an administrative amendment to existing debt terms and does not disclose new borrowing amounts.
Agreement dated March 27, 2026, a joinder to the $500 Million RCF dated May 22, 2022
Subsidiary Hendricks Tanker Company LLC agreed to pledge a VLCC tanker as collateral
The tanker is a Substitution Vessel replacing assets previously sold or released from the collateral pool
Nordea Bank Abp, New York Branch is administrative agent, collateral agent and security trustee
DSS, Inc. agreed on March 26, 2026 to borrow $2,450,000 from Alset International Limited, a majority-owned subsidiary of Alset Inc., in exchange for a convertible note and warrants. The closing depends on stockholder approval, and the deal is a related-party transaction because the companies share common control.
HF Sinclair disclosed the compensation package for Franklin Myers, 73, who serves as Acting CEO and President on a temporary basis, effective February 17, 2026. The package includes a monthly cash stipend, a one-time restricted stock unit (RSU) grant, and monthly RSU grants starting in April 2026, and the Board will review his pay at least quarterly while he serves.
Myers, 73, was appointed Acting CEO and President effective February 17, 2026.
Monthly cash stipend of $9,000 for qualifying business expenses, starting February 17, 2026.
One-time RSU grant with a grant-date value of about $105,000, plus monthly RSU grants of about $105,000 starting April 2026.
Myers will not receive pay for continued Board service while serving as Acting CEO; the Board will review his compensation at least quarterly.
The Cheesecake Factory entered into a Fifth Amended and Restated Loan Agreement dated March 26, 2026, providing a $400 million revolving credit facility maturing March 26, 2031, that replaces its prior Fourth Amended and Restated Loan Agreement from October 6, 2022. The company says the facility will fund general corporate purposes, including dividends, stock repurchases and permitted acquisitions, and it carries unsecured obligations with covenants that restrict additional debt, dividends and certain investments.
$400 million revolving credit facility matures March 26, 2031, with JPMorgan Chase Bank, N.A. as administrative agent
Facility includes a feature for up to an additional $200 million in revolving commitments, subject to conditions
Financial covenants tested quarterly: maximum net adjusted leverage of 4.25 to 1.00 and minimum EBITDAR to interest and rent expense of 1.90 to 1.00
On March 31, 2026, T-Mobile USA, a wholly-owned subsidiary of T-Mobile US, elected to release certain subsidiary guarantors under its $10 billion revolving credit agreement, following repayment of certain legacy debt. The release corresponds to changes under the indentures governing its senior notes and other debt facilities, leaving TMUS and three Sprint entities as guarantors. The filing is administrative in nature and reports no financial results or change in the amount of debt.
Guarantees released under the $10 billion revolving credit agreement on March 31, 2026, after prior repayment of certain legacy indebtedness
Corresponding releases under indentures dated April 28, 2013, April 9, 2020 and September 15, 2022, governing senior notes
Remaining guarantors are TMUS, Sprint LLC, Sprint Capital Corporation and Sprint Communications LLC
Spire Inc. completed its $2.48 billion cash acquisition of Duke Energy's Piedmont Natural Gas business in Tennessee on March 31, 2026. It funded the deal with $800 million of delayed draw term loans and $825 million of senior notes issued by its subsidiary Spire Tennessee, which adds new debt obligations. The company said the business serves more than 200,000 customers in the Nashville area and expands its regulated utility footprint; the filing does not report any earnings effect.
Purchase price of $2.48 billion in cash, subject to customary purchase price adjustments; transaction completed March 31, 2026
Financing included $800 million of delayed draw senior unsecured term loans, fully drawn March 31, 2026, with a final maturity of March 30, 2027
Spire Tennessee issued $825 million of Series 2026 Senior Notes in five tranches, due April 1, 2029 to April 1, 2038, at interest rates from 4.59% to 5.44%
Spire Tennessee will represent approximately 20% of Spire's capital investment plan through 2030, and more than 200 Piedmont employees transferred to Spire
Vontier and certain subsidiaries entered into a 364-day, $300 million senior unsecured term loan with PNC Bank as administrative agent on March 31, 2026. The loan matures March 30, 2027, and bears variable interest tied to Term SOFR or a base rate, with margins set by Vontier's long-term debt credit ratings.
Facility size: $300 million senior unsecured term loan, 364-day term
Maturity date: March 30, 2027
Interest: Term SOFR plus a margin of 0.070% to 1.325%, or a Base Rate plus 0% to 0.325%, based on long-term debt credit ratings
Agent: PNC Bank, National Association, with other lenders party to the agreement
Heartland Express director Dr. Benjamin J. Allen notified the company on March 25, 2026, that he will not seek re-election at the 2026 Annual Meeting of Stockholders. He will remain on the board, chair the Compensation Committee and sit on the Audit and Risk Committee until that meeting; the company says the decision was not tied to any disagreement or to its operations, policies or practices.
Dr. Benjamin J. Allen notified the company on March 25, 2026 of his decision not to stand for re-election
He will serve until the 2026 Annual Meeting of Stockholders, including as Chairperson of the Compensation Committee and a member of the Audit and Risk Committee
The company states the departure was not the result of any disagreement with management or the board
Allen served the company for 31 years, per the company's statement of thanks
Certara director Cynthia Collins, a Class II director who also sits on the Audit Committee, notified the company on March 27, 2026 that she will resign effective May 14, 2026, the date of the 2026 annual meeting. She said the resignation is not due to any disagreement with the company on its operations, policies or practices, and the filing reports no financial results or guidance.
Cynthia Collins notified Certara on March 27, 2026 of her intent to resign as a Class II director
Resignation takes effect May 14, 2026, the date of the 2026 annual meeting of stockholders
Collins is a member of the Board and the Audit Committee
Filing states the resignation is not the result of any disagreement with the company
Oramed said Lifeward Ltd. completed its acquisition of Oratech Pharma, Oramed's wholly owned subsidiary, on March 25, 2026, paying with Lifeward shares, warrants and a revenue-based payment stream. The same day, Oramed closed a $9,000,000 purchase of Lifeward senior secured convertible notes, which the filing describes as previously announced terms being finalized rather than new terms.
Lifeward issued Oramed 1,250,363 ordinary shares, 1,006,113 pre-funded warrants at $0.0001 per share, and warrants for up to 1,296,296 shares at an initial $5.40 exercise price.
Oramed will receive revenue-based payments equal to 4% of Net Revenue from Lifeward's ReWalk Personal Exoskeleton products and related extended warranties, for up to 10 years or until earlier defined limits.
Oramed bought $9,000,000 aggregate principal of Lifeward notes, convertible at an initial $5.40 per share, plus warrants for up to 1,666,666 Lifeward shares.
Both transactions closed on March 25, 2026, under agreements dated January 12, 2026.
Lincoln National Corporation entered into a Third Amended and Restated Credit Agreement on March 27, 2026, with Bank of America, N.A. as administrative agent. The unsecured facility allows letters of credit and borrowing of up to $2.0 billion and replaces the agreement dated December 21, 2023. The filing describes it as containing customary terms and covenants, and the company's financing capacity is governed by these terms.
Facility allows borrowing and letters of credit of up to $2.0 billion, unsecured
Commitment termination date is March 27, 2031
Letter of credit fee of 1.0% per annum and facility fee of 0.125% per annum, both adjusting with credit ratings
Minimum consolidated net worth covenant set at $9,932,000,000 plus 50% of net equity issuance proceeds received after December 31, 2025
MSCI said its Global Controller and Chief Accounting Officer, C. Jack Read, plans to resign to pursue another opportunity. He will stay in the role and as principal accounting officer until August 9, 2026, and the company says his decision was not due to any disagreement on financial statements, internal controls, operations, policies or practices. MSCI has started a search for a successor, so shareholders will see a leadership change in a key finance role but no financial results are reported in this filing.
C. Jack Read informed MSCI on March 27, 2026 of his intention to resign as Global Controller and Chief Accounting Officer.
Read will remain in his roles and as principal accounting officer until August 9, 2026.
The company states the resignation was not due to any disagreement on financial statements, internal controls, operations, policies or practices.
MSCI has initiated a process to identify a successor.
State Street appointed C. Jack Read as Executive Vice President, Global Controller and Chief Accounting Officer, effective August 10, 2026, succeeding Elizabeth M. Schaefer. His letter agreement sets a $450,000 annualized base salary, a target 2026 incentive award of $2,100,000, and one-time transition payments of $1,730,000 in deferred stock and $700,000 in cash to offset compensation he forfeits at MSCI. The filing does not report any change to financial results or guidance.
Appointment effective August 10, 2026, succeeding Elizabeth M. Schaefer; letter agreement dated March 27, 2026
Read most recently served as Managing Director, Global Controller and Chief Accounting Officer at MSCI Inc. since August 2024
Annualized base salary of $450,000 with a target 2026 total incentive compensation award of $2,100,000
One-time transition payments of $1,730,000 in deferred stock and $700,000 in cash
Crown Holdings, Inc. said Dr. John M. Rost, its President of the Asia Pacific Division, will become Executive Vice President and Chief Operating Officer for Asia Pacific and Transit Packaging, effective April 1, 2026. The new role adds the company's global Transit Packaging operations to his existing Asia Pacific responsibilities, and he will continue to report to Chairman, President and CEO Timothy J. Donahue.
Appointment announced in a press release dated March 26, 2026, effective April 1, 2026
Dr. Rost, age 56, has been President of the Asia Pacific region and is based in Singapore; the new role is Tampa, FL based
New role adds responsibility for the company's global Transit Packaging operations
Dr. Rost joined Crown in 1997 and previously served as Senior Vice President, Technology, Sustainability and Regulatory Affairs
Toll Brothers said its board added Karl K. Mistry as a director on March 30, 2026, and he succeeded Douglas C. Yearley, Jr. as chief executive the same day under a previously announced succession plan. Yearley now serves as Executive Chairman, so the company's leadership transition is complete while he remains involved in the business.
Karl K. Mistry appointed director on March 30, 2026; board increased from 9 to 10 members
Mistry succeeded Douglas C. Yearley, Jr. as CEO effective March 30, 2026
Yearley assumes the role of Executive Chairman
Mistry is not expected to serve on any board committee
Vertex said it has finished submitting its rolling Biologics License Application to the FDA for povetacicept, seeking accelerated approval for immunoglobulin A nephropathy in adults. Using a priority review voucher, the company expects the FDA review to take six months from the date the FDA accepts the application, rather than the typical ten months.
Rolling BLA for povetacicept in adults with IgAN submission completed
Company used a priority review voucher
Expected FDA review period: six months from acceptance, versus the typical ten months
Marvell completed the sale of 2,000,000 shares of Series A Convertible Preferred Stock to NVIDIA for $2 billion in cash on March 31, 2026, under a securities purchase agreement. The preferred stock is convertible into a maximum of 21,778,000 common shares, which would increase the share count if converted, and the companies announced a related partnership on NVLink Fusion and silicon photonics.
Aggregate purchase price of $2,000,000,000 paid in cash by NVIDIA for 2,000,000 Series A Preferred shares
Initial conversion price of approximately $91.8355 per common share, with a maximum of 21,778,000 common shares issuable on conversion
Each preferred share has a stated value of $1,000; holders have no preemptive or redemption rights
Certificate of Designation filed with the Delaware Secretary of State on March 31, 2026; the shares were sold in a private placement
Effective March 25, 2026, Chief Financial Officer Jeff Woolard also became Cirrus Logic's Principal Accounting Officer, replacing Ulf Habermann in that role. Habermann will stay in a senior role in the finance organization, and the filing says his change was not due to any disagreement with the company. Woolard's compensation will not change.
Effective date of the change: March 25, 2026
Jeff Woolard, CFO, assumed the additional role of Principal Accounting Officer
Ulf Habermann ceased being Principal Accounting Officer and continues in a senior finance role
Filing states no disagreement with the company led to the change; Woolard's compensation is unchanged
On March 27, 2026, Yunhong Green CTI Ltd.'s board appointed Fred H.F. Chak as a director, according to the 8-K filed March 31, 2026. The filing does not describe his background, committee roles or any compensation, so the effect on shareholders cannot be assessed from this document alone.
Board appointed Fred H.F. Chak as a Director on March 27, 2026
Filing does not state his background, committee assignments or compensation
Report was signed by CEO Jana M. Schwan and dated March 31, 2026
Hershey reaffirmed its 2026 full-year guidance for net sales, organic sales and earnings per share in a March 31, 2026 press release. The company also said it will outline its strategic priorities and financial framework at a 2026 Investor Day held that day at the New York Stock Exchange, with a webcast starting at 12:00 p.m. ET. The filing reports no new quarterly results, and the reaffirmed guidance leaves the outlook unchanged.
Net sales growth guidance for 2026 is 4% to 5%, including an approximate 150 basis point benefit from the 2025 acquisition of LesserEvil, LLC.
Organic net sales growth guidance is 2.5% to 3.5%.
Reported EPS growth guidance is 79% to 89%; adjusted EPS growth guidance is 30% to 35%.
Investor Day webcast begins at 12:00 p.m. ET on March 31, 2026; management will discuss the financial outlook and strategic plans.
CoreWeave's indirect subsidiary entered into an $8.5 billion delayed draw term loan facility with MUFG Bank and others, dated March 30, 2026, to finance capital expenditures for a customer contract, including GPU servers and related infrastructure. The company said the facility received A3 and A (low) ratings and is secured by substantially all assets of the borrowing subsidiary, with the parent providing a limited guarantee. The debt adds to CoreWeave's obligations, and its terms include a debt service coverage ratio requirement of at least 1.15x.
Facility size is $8.5 billion, with draws available until a commitment termination date in June 2027 and maturity on March 31, 2032
Initial borrowing capacity is approximately $7.5 billion, rising to $8.5 billion as underlying assets reach stabilization, per the press release
Floating rate loans priced at SOFR plus 2.25%; fixed rate tranche at approximately 5.9%, per the press release; undrawn fee of 0.50% per annum
Obligations secured by substantially all assets of the borrower and guaranteed by the parent on a limited recourse basis for specified bad acts
Cintas Corporation No. 2, a wholly-owned subsidiary of Cintas, entered into a $2.0 billion revolving credit facility on March 27, 2026, maturing March 27, 2031. On the same date it terminated and repaid its existing credit agreement dated March 23, 2022. The filing describes the new facility as a refinancing of existing borrowing capacity, and it does not state any change in the company's operating results.
$2.0 billion revolving credit facility dated March 27, 2026, with KeyBank National Association as administrative agent
Facility matures March 27, 2031, with a letter of credit sub-facility of up to $300.0 million and a swing line sub-facility of up to $150.0 million
Leverage covenant requires consolidated indebtedness to consolidated EBITDA of no more than 3.50 to 1.00, rising to 4.00 to 1.00 for four quarters after certain material acquisitions
Existing Third Amended and Restated Credit Agreement dated March 23, 2022 was terminated and repaid on March 27, 2026
BrightSpring Health Services completed the sale of its Community Living business to National Mentor Holdings (Sevita) on March 30, 2026, for $835 million in cash, subject to customary adjustments. The filing also says the company expects to repay $425 million of its first lien term loan after closing, and that Community Living president Robert Barnes resigned effective at closing.
Aggregate cash consideration at closing: $835 million, subject to working capital and other customary adjustments
Closing date: March 30, 2026; the company issued a press release on March 31, 2026
Expected repayment of $425 million of the first lien term loan after closing
Robert Barnes resigned as President, ResCare Community Living; accelerated vesting of 15,540 RSUs and 5,640 stock options, with no severance
Effective March 27, 2026, Shannon Ghia resigned as a director and as president and CEO of the trust's sponsor, iShares Delaware Trust Sponsor LLC. Jay Jacobs, a BlackRock managing director, was appointed to the sponsor's board and as its president and CEO the same day. The filing says Ghia's resignation was not the result of any dispute with the sponsor or the trust over operations, policies or practices.
Jay Jacobs appointed to sponsor's board and as President and CEO on March 27, 2026
Jacobs has been U.S. Head of Equity ETFs at BlackRock since April 7, 2025
Shannon Ghia resigned as director and President and CEO of the sponsor, effective March 27, 2026
Filing states Ghia's resignation was not due to any disagreement over the trust's operations, policies or practices
The sponsor of iShares Bitcoin Trust ETF appointed Jay Jacobs, a BlackRock Managing Director, as director and President and Chief Executive Officer on March 27, 2026. Shannon Ghia resigned from those roles on the same date and the filing states the resignation was not due to any dispute with the Sponsor or the Trust. The change concerns who leads the entity that sponsors the Trust, so it is a leadership change at the sponsor level.
Jay Jacobs appointed to the Sponsor's Board of Directors and as President and CEO on March 27, 2026
Jacobs is a Managing Director of BlackRock, Inc. and has been U.S. Head of Equity ETFs since April 7, 2025
Shannon Ghia resigned as a Director and as President and CEO of the Sponsor, effective March 27, 2026
Filing states Ghia's resignation was not the result of any dispute or disagreement with the Sponsor or the Trust
On March 27, 2026, Jay Jacobs was appointed to the board and as President and Chief Executive Officer of iShares Delaware Trust Sponsor LLC, the sponsor of the iShares S&P GSCI Commodity-Indexed Trust (GSG). The same day, Shannon Ghia resigned from both roles, and the filing says the resignation was not due to any dispute with the sponsor or the trust over its operations, policies or practices. The change is at the sponsor level and the filing describes no change to the trust itself.
Jay Jacobs appointed to the sponsor's board and as President and CEO on March 27, 2026.
Jacobs is a BlackRock Managing Director and has been U.S. Head of Equity ETFs since April 7, 2025.
Shannon Ghia resigned as a sponsor director and as President and CEO effective March 27, 2026.
The filing states Ghia's resignation was not the result of any dispute or disagreement on trust matters.
The sponsor of iShares Silver Trust (SLV) named Jay Jacobs as its President and CEO and to its board on March 27, 2026, after Shannon Ghia resigned from both roles effective the same day. The filing says Ghia's resignation was not due to any dispute with the sponsor or the Trust over its operations, policies or practices. This is a leadership change at the entity that manages the Trust.
Jay Jacobs appointed to the board and as President and CEO of iShares Delaware Trust Sponsor LLC on March 27, 2026.
Jacobs is a Managing Director at BlackRock and has been U.S. Head of Equity ETFs since April 7, 2025.
Shannon Ghia resigned as a sponsor director and as President and CEO effective March 27, 2026, with no dispute disclosed.
The sponsor of iShares Ethereum Trust ETF (ETHA) appointed Jay Jacobs as its director and president and chief executive officer on March 27, 2026, and Shannon Ghia resigned from those roles that day. Ms. Ghia's resignation was not tied to any dispute with the sponsor or the trust over operations, policies or practices. The filing does not describe any change to the trust's holdings or fees.
Jay Jacobs appointed to the sponsor's board and as President and CEO effective March 27, 2026
Jacobs is a BlackRock Managing Director and has been U.S. Head of Equity ETFs since April 7, 2025
Shannon Ghia resigned as sponsor director and President and CEO effective March 27, 2026, with no disagreement disclosed
The sponsor of iShares Gold Trust, iShares Delaware Trust Sponsor LLC, appointed Jay Jacobs as its director and President and Chief Executive Officer on March 27, 2026, and Shannon Ghia resigned from both roles that day. Ghia's resignation was not tied to any dispute with the sponsor or the Trust over its operations, policies or practices, according to the filing.
Jay Jacobs appointed to the sponsor's board and named President and CEO effective March 27, 2026
Jacobs is a BlackRock Managing Director and has been U.S. Head of Equity ETFs since April 7, 2025
Shannon Ghia resigned as director and President and CEO of the sponsor, effective March 27, 2026
Filing states the resignation was not the result of any disagreement with the sponsor or the Trust
Effective March 27, 2026, Jay Jacobs was appointed to the board and as President and Chief Executive Officer of the Trust's sponsor, iShares Delaware Trust Sponsor LLC, while Shannon Ghia resigned from both roles. The filing states Ghia's resignation was not due to any dispute or disagreement with the sponsor or the Trust over operations, policies or practices. The change affects who leads the sponsor that manages the ETF.
Jay Jacobs appointed to the sponsor's board and as President and CEO on March 27, 2026
Jacobs is a Managing Director of BlackRock and has been U.S. Head of Equity ETFs since April 7, 2025
Shannon Ghia resigned as sponsor director and as President and CEO effective March 27, 2026
Filing states Ghia's resignation was not related to any dispute or disagreement on Trust matters
On March 26, 2026, Prologis, L.P., the operating partnership, signed an amended and restated global senior credit agreement with Bank of America as administrative agent. It allows the borrowers to draw loans and letters of credit on a revolving basis of up to about $3.0 billion, with an accordion feature for up to $1.0 billion more, and it replaces the 2025 facility. Prologis, Inc. is not required to guarantee the borrowers' obligations unless it takes on certain new or guaranteed debt.
Facility size of about $3.0 billion, with a U.S. Dollar tranche of $2.0 billion and a Euro tranche of €864,229,539.33
Scheduled maturity of June 28, 2030, extendable on two occasions to December 31, 2030 and June 30, 2031
Pricing spread of 65 basis points as of the closing date, varying with the operating partnership's public debt ratings
Concurrent First Amendment conforms the May 22, 2025 facility to the new terms
Ares Holdings L.P., a borrowing unit of Ares Management Corp, entered a $400 million term loan credit agreement with Bank of America, N.A. as administrative agent, dated March 27, 2026, and fully funded at closing. The loan matures March 27, 2029, and proceeds may refinance existing debt, pay fees, or fund working capital and general corporate purposes.
Term loan facility commitment of $400 million, fully funded at closing on March 27, 2026
Final maturity date of March 27, 2029; interest floats based on Term SOFR or Base Rate plus a margin tied to the company's senior unsecured debt ratings
Covenants require net debt to Adjusted EBITDA not exceeding 4.00 to 1.00 and Assets Under Management of at least $179,825,526,099
Loan is guaranteed by certain Ares subsidiaries; lenders may terminate commitments and accelerate borrowings upon an event of default
Goosehead Insurance named Martin Ellis Thornthwaite as General Counsel and Corporate Secretary, effective March 30, 2026. The company also said John O'Connor is leaving effective immediately, and his separation terms will be disclosed when finalized. The filing gives no financial figures, so the effect on shareholders depends on the terms of the departure and on how the new legal leadership operates.
Martin Ellis Thornthwaite becomes General Counsel and Corporate Secretary effective March 30, 2026.
He most recently served as Senior Vice President and Associate General Counsel at RealPage, Inc.
John O'Connor is leaving the company effective immediately; his separation terms will be disclosed when finalized.
Trustmark Corporation said Thomas C. Owens will become Chief Operating Officer of Trustmark Bank and Joseph E. Bond will succeed him as Treasurer, Principal Financial Officer and Bank Chief Financial Officer, all effective May 1, 2026. The changes are executive leadership transitions at the finance and operations level, and the filing gives no financial results or guidance tied to them.
Thomas C. Owens, 62, appointed Chief Operating Officer of Trustmark Bank effective May 1, 2026, with a $550,000 salary and a $150,000 one-time restricted stock unit award.
Joseph E. Bond, 63, appointed Treasurer and Principal Financial Officer of Trustmark and Executive Vice President and Chief Financial Officer of the Bank, effective May 1, 2026, with a $457,000 salary and a $200,000 one-time restricted stoc
Bond's bonus target is 60% of salary and Owens' is 70%; Trustmark will enter a change in control agreement with Bond effective May 1, 2026.
SiriusPoint Ltd. appointed Sabra R. Purtill to its Board of Directors effective March 25, 2026, and the Board confirmed that Franklin (Tad) Montross IV and Peter W. H. Tan will not stand for reelection at the 2026 annual general meeting. The filing says Ms. Purtill has been named to the Audit Committee and Risk & Capital Management Committee and that the Board considers her an independent director and an audit committee financial expert.
Sabra R. Purtill, 63, appointed to the Board effective March 25, 2026, as a Class I director with 40 years of insurance and financial services experience.
Ms. Purtill joins the Audit Committee and Risk & Capital Management Committee.
Franklin (Tad) Montross IV, Risk & Capital Management Committee Chair, and Peter W. H. Tan will leave the Board and their committee roles immediately after the annual general meeting on May 20, 2026.
The filing states the two departures are not the result of any disagreement with the Company.
On March 30, 2026, Sysco agreed to acquire JRD Unico and Warehouse Realty, which operate as Jetro Restaurant Depot, for $21.6 billion in cash plus 91.5 million shares of a new holding company, HoldCo, which would replace Sysco as the public parent. The deal requires conditions such as expiration of the Hart-Scott-Rodino waiting period and can be terminated if not completed by September 30, 2027, and Sysco has a $22 billion bridge loan commitment to help fund the cash portion.
Cash consideration of $21.6 billion, subject to customary adjustments, plus 91.5 million HoldCo shares
Jetro Restaurant Depot equityholders expected to hold about 16% of HoldCo common stock
Sysco would pay a $1.164 billion termination fee in certain cases if the deal fails on antitrust approval
Financing plan: $21 billion of new debt and hybrid debt plus $1 billion of cash, equity or equity-linked securities, backed by a $22 billion bridge loan commitment
HealthEquity appointed William Gassen, president and CEO of Sanford Health, to its board effective March 26, 2026, expanding the board from nine to ten members. The filing also discloses that Sanford Health is a customer, with $123,923 in revenue to HealthEquity in the fiscal year ended January 31, 2026, and expected revenue above $120,000 in the fiscal year ending January 31, 2027.
Gassen joins the board effective March 26, 2026, and will serve on the Audit and Risk Committee and the Talent, Compensation and Culture Committee.
The board expanded to ten members from nine; the company says eight of the ten directors are independent.
HealthEquity received $123,923 from Sanford Health in the fiscal year ended January 31, 2026, and expects more than $120,000 in the fiscal year ending January 31, 2027.
On March 27, 2026, Aimco and Aimco OP L.P. completed the sale of seven apartment properties with 1,495 units in Chicago to LaTerra Capital Management, LLC, which is not affiliated with the company, for a gross price of $455 million. The buyer also assumed $282.5 million of non-recourse property debt. The filing includes unaudited pro forma financials showing the effect of the sale, and the company will report the portfolio as a discontinued operation starting with its first-quarter 2026 Form 10-Q.
Sale closed March 27, 2026; buyer is LaTerra Capital Management, LLC, unaffiliated with the seller
Gross price $455 million for seven properties with 1,495 units; $282.5 million of non-recourse property debt assumed by the buyer
Filing estimates net cash proceeds of $152.1 million after transaction costs and a working capital adjustment
Pro forma 2025 rental revenue would have been $92.6 million versus $138.5 million as reported; pro forma net income attributable to Aimco from continuing operations would have been $20.6 million versus $26.6 million
Incyte director Susanne Schaffert notified the company on March 26, 2026 that she is resigning from its Board of Directors, effective April 15, 2026. The filing states the resignation was not due to any disagreement with the company on operations, policies or practices.
Susanne Schaffert notified Incyte on March 26, 2026 of her board resignation.
Resignation takes effect April 15, 2026.
Dr. Schaffert had served on the board since 2022.
The filing states no disagreement with the company led to the resignation.
On March 30, 2026, Liberty Energy completed a private offering of $475.0 million of 0.00% convertible senior notes due March 1, 2032, including a $50.0 million option the initial purchasers exercised in full. The company reported net proceeds of about $511.3 million and used about $77.2 million to fund capped call transactions, with the rest for general corporate purposes. The notes add to the company's debt, but conversion would be settled in cash up to principal, and the capped calls are intended to reduce potential dilution.
Notes: $475.0 million principal, 0.00% coupon, mature March 1, 2032, issued under an indenture with U.S. Bank Trust Company, National Association, as trustee
Initial conversion price of about $37.44 per share, a premium of about 30% over the $28.80 closing price on March 25, 2026
Capped call cap price of about $72.00 per share; about $77.2 million of net proceeds used to fund the capped calls
Company may redeem for cash on or after March 1, 2029, if the stock trades at least 130% of the conversion price for specified periods
Expedia Group entered a $2.5 billion unsecured revolving credit facility on March 27, 2026, maturing March 27, 2031, and used it to terminate its April 2022 credit agreement. Subsidiary guarantees on five series of senior notes were released in connection with the switch, and no loans were outstanding under the new facility as of March 27, 2026.
Revolving credit facility: $2.5 billion in commitments, with a $120 million letter of credit sublimit, maturing March 27, 2031
As of March 27, 2026, no loans were outstanding and about $42 million of stand-by letters of credit had been issued
Existing credit agreement dated April 14, 2022 was terminated and its outstanding obligations repaid on the Closing Date
Subsidiary guarantees on the 2027, 2028, 2030, 2031 and 2035 senior notes were automatically released under supplemental indentures dated March 27, 2026
NexPoint Diversified Real Estate Trust sold 100% of the membership interests in NHT Bradenton, LLC, which owns the Bradenton Hampton Inn & Suites property, to OSL Bradenton Downtown, LLC for approximately $26.3 million in cash, subject to customary closing adjustments. The deal closed on March 24, 2026, and the company said it intends to use the net proceeds for short-term liquidity needs. The buyer may be deemed an affiliate of the company's adviser, and the Audit Committee approved the deal under the related party transaction policy.
Sale price: approximately $26.3 million in cash, subject to customary closing adjustments
Agreement signed and closed on March 24, 2026
Buyer, OSL Bradenton Downtown, LLC, may be deemed an affiliate of the company's adviser through common beneficial ownership
Audit Committee reviewed and approved the transaction under the related party transaction policy
Rocket Lab amended the employment agreement of Chairman and CEO Sir Peter Beck, who voluntarily agreed to reduce his base salary to $1.00 or the New Zealand statutory minimum and waived any annual bonus entitlement. He also cancelled all unvested RSUs, covering 392,155 shares of common stock, and the company said the freed-up compensation will be redirected to company priorities and R&D.
Base salary reduced to $1.00 or the New Zealand statutory minimum, per the Beck Agreement Amendment dated March 30, 2026
Beck waived any expectation of or entitlement to an annual bonus or Target Annual Bonus amount
Unvested RSUs representing 392,155 shares of common stock voluntarily forfeited and cancelled under an RSU cancellation agreement
Filing says the capital previously allocated for this compensation will be redirected toward Company priorities and strategic R&D initiatives
Apollo Global Management sold $750 million of 5.700% senior notes maturing March 30, 2036, closing the sale on March 30, 2026. The company said it plans to use the proceeds for general corporate purposes, including retiring $500 million of 4.400% notes due 2026. The debt adds to Apollo's borrowings, while the refinancing addresses a nearer-term maturity.
$750 million principal of 5.700% senior notes due March 30, 2036, issued March 30, 2026
Interest paid semi-annually on March 30 and September 30, starting September 30, 2026
Proceeds intended for general corporate purposes, including repaying $500 million of 4.400% senior notes due 2026
Sold under an underwriting agreement dated March 25, 2026 with BofA Securities, Goldman Sachs, J.P. Morgan and Morgan Stanley as representatives
WisdomTree, Inc. issued $603.75 million of 4.50% convertible senior notes due October 1, 2031, in a private offering to qualified institutional buyers, netting approximately $591.2 million in proceeds. The notes include $78.75 million from the initial purchasers' full exercise of their option, and they rank equal with the company's other convertible notes, which adds new debt that holders of the company's stock will need to weigh against the cash raised.
Principal of $603.75 million, including $78.75 million from the full exercise of the purchasers' option; net proceeds of approximately $591.2 million
Interest at 4.50% per year, paid semiannually on April 1 and October 1, starting October 1, 2026; maturity October 1, 2031
Initial conversion price of approximately $21.58 per share (46.3306 shares per $1,000 principal); the company may redeem for cash on or after April 6, 2028 under certain conditions
Entergy said its Senior Vice President and Chief Accounting Officer, Reginald T. Jackson, plans to retire on May 31, 2026, as part of a planned leadership transition. Patrick J. Stack, currently Corporate Controller of Entergy Services, LLC, will take over the role on June 1, 2026, with a base salary of $356,000 and a cash bonus target of 45% of base salary.
Reginald T. Jackson intends to retire as Senior Vice President and Chief Accounting Officer at close of business on May 31, 2026
Patrick J. Stack, age 53, to be appointed to the role effective June 1, 2026
Stack has been Corporate Controller of Entergy Services, LLC since March 2022
Stack's base salary is $356,000, with an annual bonus target of 45% of base salary
On March 26, 2026, UHS's Compensation Committee approved 2026 annual bonus formulas for executive officers and granted time-based and performance-based restricted stock units. The filing says the performance-based units will now be measured on a three-year average of Adjusted EBITDA net of NCI, and their maximum payout rises to 200% of target from 150%.
CEO Marc D. Miller's 2026 target bonus is 150% of base salary; CFO Steve G. Filton's is 100%, and bonuses can range from 0% to 200% of target based on adjusted net income per diluted share and return on capital.
Performance-based RSU maximum payout increases to 200% of target from 150%; minimum threshold stays at 50% of target at 90% of the three-year average Adjusted EBITDA net of NCI.
Marc D. Miller was granted 29,715 RSUs and 29,715 PBRSUs (at target), calculated using a Class B closing price of $185.09 on March 26, 2026.
Executive Chairman Alan B. Miller was approved for a discretionary cash bonus of $1.07 million for the year ended December 31, 2025.
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