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).
Duke Energy's subsidiary Piedmont Natural Gas closed the sale of its Tennessee natural gas distribution business to Spire on March 31, 2026, for $2.48 billion in cash, subject to customary purchase price adjustments. Duke said about $800 million will repay Piedmont debt and the remaining $1.5 billion, net of tax, will help fund its five-year capital plan of $103 billion.
Sale closed March 31, 2026, for $2.48 billion in cash, subject to customary purchase price adjustments.
About $800 million of proceeds will pay down debt at Piedmont Natural Gas; $1.5 billion, net of tax, will help fund a $103 billion five-year capital plan.
The business included nearly 3,800 miles of distribution and transmission pipelines serving more than 200,000 customers, with operations remaining in the Greater Nashville area.
Unaudited pro forma 2025 statements show a $693 million gain on sale, as if the deal had closed January 1, 2025; the filing notes the actual gain will depend on closing book value.
On March 31, 2026, McCormick signed definitive agreements with Unilever under which Unilever's foods business would be separated and combined with McCormick through two mergers. After the mergers, McCormick shareholders would own approximately 35.0% of the combined company's shares, which dilutes their current stake, and the McCormick board would expand to twelve members, including four Unilever designees. Completion depends on McCormick shareholder approval, an effective Form S-4 registration statement, and antitrust and other regulatory clearances.
Agreements dated March 31, 2026 cover the Merger Agreement, a Separation and Distribution Agreement, and an Employee Matters Agreement with Unilever and related entities.
Post-merger ownership: Unilever shareholders approximately 55.1%, McCormick shareholders approximately 35.0%, and DutchCo approximately 9.9%, unless Unilever elects a structure giving Unilever shareholders about 65%.
Closing requires McCormick shareholder approval of the share issuance and charter amendments, an effective Form S-4, and expiry of the Hart-Scott-Rodino waiting period.
The McCormick board would be set at twelve members: eight current directors and four designated by Unilever.
Alexander's subsidiary 731 Office One LLC agreed on March 31, 2026 to a Tenth Amendment of Bloomberg L.P.'s lease at the 731 Lexington Avenue property. Bloomberg receives a $56,808,900 rent abatement for April 1 to December 1, 2026, and its tenant improvement fund is cut by the same amount, from $113,617,800 to $56,808,900. A related loan amendment uses a free rent reserve to cover Bloomberg's monthly base rent for debt service during the abatement period, while Bloomberg's February 8, 2040 lease expiration and full-building lease are unchanged.
Rent abatement of $56,808,900 covers April 1, 2026 to December 1, 2026.
Bloomberg's tenant fund for improvements falls from $113,617,800 to $56,808,900.
Loan amendment sets up a free rent reserve of $56,808,900, of which about $53.9 million was already held in a lender reserve account.
Bloomberg's lease expiration remains February 8, 2040, and it continues to lease the entire office condominium.
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
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.
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
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
nCino reported fourth-quarter and fiscal 2026 results, with total revenues up 6% year over year and a GAAP net income attributable to nCino compared with a loss a year earlier. The company also gave fiscal 2027 guidance of $639.0 million to $643.0 million in total revenues and entered a $100 million accelerated share repurchase funded by a $200 million term loan, which adds debt.
Q4 fiscal 2026 total revenues were $149.7 million, up from $141.4 million; GAAP net income attributable to nCino was $8.3 million, versus a $18.6 million loss a year earlier.
Fiscal 2027 guidance: total revenues of $639.0 million to $643.0 million and free cash flow of $132.0 million to $137.0 million.
A $100 million accelerated share repurchase with Wells Fargo is expected to settle in the second quarter of fiscal 2027, funded by a $200 million senior secured term loan maturing October 28, 2029.
Cash, cash equivalents and restricted cash were $88.7 million at January 31, 2026, and $213.5 million was outstanding under the revolving credit facility.
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
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
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
FactSet reported second-quarter fiscal 2026 results for the three months ended February 28, 2026, with GAAP revenue up 7.1% year over year to $611.0 million. The company raised its fiscal 2026 GAAP and adjusted diluted EPS guidance, though GAAP diluted EPS fell 4.5% to $3.59 due mainly to higher operating expenses and an impairment charge.
GAAP revenue of $611.0 million, up 7.1% from $570.7 million; organic revenue grew 6.8% to $606.2 million
GAAP diluted EPS of $3.59, down 4.5% from $3.76; adjusted diluted EPS of $4.46, up 4.2% from $4.28
Fiscal 2026 GAAP diluted EPS guidance raised to $14.85 to $15.35 from $14.55 to $15.25; adjusted diluted EPS guidance raised to $17.25 to $17.75 from $16.90 to $17.60
Repurchased 651,750 shares for $163.0 million in the quarter; $697.1 million remained available under the program as of February 28, 2026
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
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
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.
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
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
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
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
Progress Software reported fiscal first-quarter 2026 revenue of $248 million, up 4% from a year earlier (2% on a constant currency basis), with GAAP diluted earnings per share of $0.53 versus $0.24. The company changed its full-year 2026 outlook in mixed directions: GAAP diluted EPS guidance was lowered to $1.71 to $1.87 from $1.74 to $1.91, while non-GAAP diluted EPS guidance was raised to $5.91 to $6.03 from $5.82 to $5.96.
Q1 revenue $248 million, up 4% year over year; GAAP diluted EPS $0.53 versus $0.24; non-GAAP diluted EPS $1.60 versus $1.31
Fiscal 2026 revenue guidance $988 million to $1,000 million, with the low end raised from $986 million
Fiscal 2026 GAAP diluted EPS guidance cut to $1.71 to $1.87; non-GAAP diluted EPS guidance raised to $5.91 to $6.03
Second-quarter 2026 revenue guidance $240 million to $246 million; GAAP diluted EPS $0.35 to $0.41
On March 28, 2026, Spire agreed to sell Spire Marketing Inc., its gas marketing business, to Boardwalk Pipelines, LP for $215 million in cash, with closing expected in fiscal third quarter 2026. Spire lowered its fiscal 2027 adjusted EPS guidance to $5.40–$5.60 from $5.65–$5.85, citing the sale, and said fiscal 2026 guidance will be revised on its May earnings call. Proceeds are expected to partly fund the Piedmont Natural Gas Tennessee acquisition.
Cash purchase price of $215 million, subject to customary adjustments; Boardwalk would pay Spire a $12.9 million termination fee if the deal ends due to failed Hart-Scott-Rodino clearance
Fiscal 2027 adjusted EPS guidance lowered to $5.40–$5.60 from $5.65–$5.85; fiscal 2026 guidance of $5.25–$5.45 not updated
Sale expected to close in fiscal third quarter 2026; Spire Inc. guarantees the seller's obligations
Spire reaffirmed long-term adjusted EPS growth of 5–7% using the original fiscal 2027 midpoint of $5.75 as a base
Sysco agreed to acquire Jetro Restaurant Depot in a deal with a total enterprise value of approximately $29.1 billion, paid with $21.6 billion in cash and 91.5 million Sysco shares. To fund the cash portion, Sysco plans $21 billion of new debt and hybrid debt and $1 billion from cash on hand, equity or equity-linked securities, and it has paused its share repurchase program to reduce leverage. Sysco also reaffirmed its fiscal 2026 guidance, which matters to shareholders because the deal adds significant debt and dilution while the company keeps its outlook unchanged.
Total enterprise value is approximately $29.1 billion, or 14.6x Jetro Restaurant Depot's operating income, based on calendar 2025 figures.
Sysco will issue about 19.1% of its outstanding shares to Jetro Restaurant Depot shareholders, who are expected to own about 16% of the combined common stock.
Sysco plans to reduce net leverage by at least 1.0x within 24 months after closing and expects the deal to close by the third quarter of fiscal 2027.
Sysco reaffirmed fiscal 2026 sales growth of 3% to 5% and adjusted EPS at the high end of $4.50 to $4.60, and expects to release third quarter results on April 28, 2026.
Leidos completed its acquisition of ENTRUST, a provider of engineering and infrastructure services, on March 27, 2026, paying $2.4 billion in cash, subject to customary adjustments for cash, debt, transaction expenses and net working capital. The company says the deal expands its energy infrastructure business and adds more than 3,100 professionals, but the filing does not disclose ENTRUST's financial results or the deal's effect on Leidos' earnings.
Leidos purchased all outstanding shares of KENE Parent, Inc. (ENTRUST) from KENE Holdings, L.P. for $2.4 billion in cash, closing on March 27, 2026
The purchase agreement is dated January 23, 2026; the price is subject to adjustments for ENTRUST's cash, debt, transaction expenses and net working capital
Leidos says ENTRUST brings more than 3,100 professionals and effectively doubles its presence in the energy infrastructure market
Leidos reported annual revenue of approximately $17.2 billion for the fiscal year ended January 2, 2026
Nexstar Media Inc., a wholly owned subsidiary of Nexstar Media Group, issued $3,390 million of 6.500% Senior Secured Notes due 2033 on March 25, 2026, in a private offering. Proceeds, with cash on hand, were used to repay bridge borrowings and other debt tied to the TEGNA acquisition, which closed on March 19, 2026, and to fund a tender for TEGNA's 5.00% notes due 2029. The filing shows the company's debt being replaced with longer-dated secured obligations, and it adds a new $1,750 million term loan that refinanced a $2,750 million loan.
$3,390 million of 6.500% Senior Secured Notes due September 15, 2033, issued March 25, 2026
Proceeds used to repay about $1.2 billion of Bridge Facility borrowings, redeem TEGNA's 4.625% 2028 notes, and fund about $1,000 million for a tender for TEGNA's 5.00% 2029 notes
New $1,750 million Incremental Term Loan B at SOFR plus 2.75% replaced the $2,750 million Existing Incremental Term Loan B Facility
Bridge Credit Agreement terminated on March 25, 2026
Core & Main appointed M. Susan Hardwick, former CEO of American Water Works, as a director effective April 1, 2026, and placed her on the Talent and Compensation Committee. The company also said Executive Chair Stephen LeClair retired from that role, as a Class II director and as board chair, with James Castellano becoming board chair. The filing describes these as part of long-term succession planning and does not report any financial results.
M. Susan Hardwick appointed director effective April 1, 2026; term expires at the 2027 annual meeting
Stephen LeClair retired as Executive Chair, Class II director and Chair of the Board effective April 1, 2026
James Castellano became Chair of the Board; James Hope became Audit Committee Chair and Robert Buck joined the committee
Standard annual Board pay is $225,000, including $130,000 in restricted stock units and $95,000 in cash
Carnival reported first-quarter 2026 net income of $258 million, compared with a net loss of $78 million a year earlier, on revenue of $6.165 billion. The company raised its full-year 2026 adjusted net income outlook by nearly $150 million versus December guidance, partly offsetting more than $500 million in higher fuel costs, and approved an initial $2.5 billion share buyback that starts after shareholder meetings on April 17, 2026.
Q1 2026 net income attributable to Carnival was $258 million, versus a $78 million loss a year earlier; diluted EPS was $0.19.
Adjusted EPS was $0.20, compared with $0.13 a year earlier, per the company's non-GAAP reconciliation.
Full-year 2026 adjusted net income outlook improved by nearly $150 million versus December guidance, partly offsetting fuel price changes of more than $500 million.
The initial $2.5 billion share buyback will begin after the shareholder meetings expected on April 17, 2026, and has no expiration date.
Effective March 24, 2026, Camden Property Trust said Alexander J. Jessett became chief executive officer and joined the Board of Trust Managers, while Richard J. Campo became executive chairman. Laurie A. Baker was named president and chief operating officer, and Benjamin D. Fraker became executive vice president and chief financial officer. The filing reports no financial results; for shareholders, the news is a leadership overhaul at the top of the company, supported by a bylaw amendment adopted for the changes.
Alexander J. Jessett became CEO effective March 24, 2026 and was appointed to the board the same day.
Richard J. Campo became Executive Chairman of the Board of Trust Managers; Laurie A. Baker became President and COO; Benjamin D. Fraker became EVP-CFO.
Jessett's employment agreement, dated March 24, 2026, sets an annualized base salary of $775,000.
The company adopted the Second Amendment to its Sixth Amended and Restated Bylaws, effective March 24, 2026, in connection with the executive changes.
Norwegian Cruise Line Holdings signed a cooperation agreement with Elliott Investment Management on March 26, 2026. Five new directors join the board effective March 31, 2026, four current directors resign, and the board grows from 8 to 9 members. The company says the changes reflect board refreshment, and Elliott describes itself as NCLH's largest investor.
Stephen Pagliuca, Jonathan Cohen, Alex Cruz, Brian MacDonald and Kevin Lansberry join the board effective March 31, 2026
David M. Abrams, Harry C. Curtis, Stella David and Mary E. Landry resign from the board effective March 31, 2026
John W. Chidsey is appointed Chairman and Alex Cruz is named Lead Independent Director
The cooperation agreement's standstill and voting commitments run until the earlier of 30 days before the 2027 nomination deadline or February 11, 2027
Next Technology Holding Inc. (NASDAQ: NXTT) said it closed its registered direct offering on March 26, 2026, raising approximately $157 million in gross proceeds. The company sold 71,381,818 common shares at $1.10 each and pre-funded warrants for up to the same number of shares at $1.099 each, so the sale adds new shares that existing holders will share ownership with. The filing does not state how the proceeds will be used.
Closed March 26, 2026, with approximately $157 million in aggregate gross proceeds
Sold 71,381,818 common shares at $1.10 per share
Also issued pre-funded warrants for up to 71,381,818 shares at $1.099 per warrant
Offering was made under a Form S-3 shelf registration effective November 20, 2025
Bloom Energy said former Groq CEO and CFO Simon Edwards will become its Chief Financial Officer effective April 13, 2026. Maciej Kurzymski, the Acting Principal Financial Officer, will continue as Principal Accounting Officer. The filing sets out Edwards's pay package, including a $550,000 base salary, a 70% target bonus, and equity grants with target values of $1,590,000 each in RSUs and PSUs.
Simon Edwards becomes CFO effective April 13, 2026, succeeding Maciej Kurzymski as Acting Principal Financial Officer
Base salary of $550,000 with a target annual incentive bonus of 70% of base salary; 2026 bonus will be pro-rated
Equity grants of RSUs and PSUs, each with a target value of $1,590,000; PSUs can vest from 0% to 200% of target
Severance on a change in control includes a lump sum of 1.5 times base salary plus target bonus, and up to 18 months of COBRA premium reimbursement
ESAB Corporation issued $1,000 million of 5.625% senior notes due 2031 on March 26, 2026, under an indenture with U.S. Bank Trust Company as trustee. The company plans to use the net proceeds, together with new convertible preferred stock, common stock and borrowings under its revolving credit facility, to pay the $1.45 billion purchase price for Eddyfi Technologies and related costs. The notes carry a special mandatory redemption if the acquisition is not completed by the outside date, so the debt is tied to closing the deal.
$1,000 million of 5.625% senior notes due April 1, 2031, issued March 26, 2026
Proceeds, plus preferred stock, common stock and revolver borrowings, planned to fund the $1.45 billion Eddyfi Technologies acquisition
Notes repayable at 100% of issue price plus accrued interest if the acquisition is not completed by the outside date
Interest payable semi-annually on April 1 and October 1, first payment October 1, 2026
Alan S. Armstrong, Executive Board Chair, resigned from Williams' Board effective the end of March 23, 2026, to accept appointment as a U.S. Senator for Oklahoma, and was sworn in March 24, 2026. The Board elected Stephen W. Bergstrom as Chairman and reduced its size from 12 to 11 directors, and the company modified Armstrong's 2024 and 2025 performance-based equity awards, with an estimated aggregate value of approximately $2.8 million.
Armstrong resigned from the Board effective end of day March 23, 2026; sworn in as U.S. Senator March 24, 2026
Stephen W. Bergstrom, Independent Lead Director, re-elected Board Chairman; Board size decreases from 12 to 11
Armstrong's retirement date accelerated to March 23, 2026, from July 1, 2026; estimated award value approximately $2.8 million at $73.60 stock price and target performance
Keurig Dr Pepper's subsidiary Maple Parent Holdings Corp. completed private offerings of €3.0 billion of euro notes and $2.55 billion of U.S. dollar notes, both dated March 26, 2026. The company said it will use the proceeds, with other financing, to fund its announced acquisition of JDE Peet's N.V. and related fees, and the notes must be redeemed if that acquisition is not completed by February 24, 2027.
Euro Notes: €3.0 billion in four tranches maturing 2028, 2030, 2032 and 2035, with interest rates from 3.495% to 4.728%
USD Notes: $2.55 billion in four tranches maturing 2029, 2031, 2036 and 2056, with interest rates from 4.750% to 6.625%
Special mandatory redemption applies if the JDE Peet's acquisition is not consummated by February 24, 2027
Notes are unsecured and guaranteed by the company's subsidiaries; guarantees end upon the planned separation of its coffee and beverage businesses
H.B. Fuller reported first-quarter fiscal 2026 net revenue of $771 million, down 2.3% from a year earlier, with organic revenue down 6.6%. Net income rose to $21 million, or $0.38 per diluted share, from $13.2 million, or $0.24, a year earlier, and the company raised its full-year 2026 guidance for revenue, adjusted EBITDA and adjusted EPS. Management also cited Middle East geopolitical instability as adding cost and supply chain complexity.
Q1 adjusted EPS (diluted) was $0.57, up 6% year-on-year; adjusted EBITDA was $119 million, up 4%, with adjusted EBITDA margin at 15.4%.
Full-year 2026 adjusted EBITDA is now expected at $645 million to $675 million, and adjusted EPS (diluted) at $4.55 to $4.90.
Full-year 2026 net revenue is now expected to be up mid-single digits, while organic revenue is expected to be up low-single digits.
Second-quarter 2026 adjusted EBITDA is expected at $175 million to $185 million, with net revenue up low-single digits.
CMC reported fiscal second-quarter 2026 net earnings of $93.0 million, or $0.83 per diluted share, compared with $25.5 million, or $0.22, a year earlier, on net sales of $2.1 billion versus $1.8 billion. The board also raised the quarterly dividend by $0.02 to $0.20 per share, and management expects consolidated core EBITDA to increase meaningfully in the third quarter from second-quarter levels.
Net earnings $93.0 million, or $0.83 per diluted share, versus $25.5 million, or $0.22, a year earlier
Adjusted earnings $130.1 million, or $1.16 per diluted share, versus $35.8 million, or $0.31; core EBITDA $297.5 million, up approximately 114% year over year
Quarterly dividend raised to $0.20 per share from $0.18, payable April 15, 2026 to holders of record on April 6, 2026
Precast business, acquired in December, contributed $33.6 million of adjusted EBITDA in the quarter
Flowserve said Lamar Duhon, President of its Flowserve Pumps Division, is leaving on April 10, 2026 to become CEO of a privately held company, and Matthew Klopfer will succeed him as division president effective April 11, 2026. The company also said Chief Accounting Officer Scott Vopni plans to retire June 30, 2026, and it has started a search for a permanent replacement. Leadership changes in a key division and in the accounting function are notable for shareholders, though the filing gives no financial results.
Lamar Duhon resigned as President of the Flowserve Pumps Division; his departure is effective April 10, 2026.
Matthew Klopfer, currently VP, Strategic Business Management for FPD, becomes division president effective April 11, 2026.
Klopfer previously led the Industrial Pumps Business Unit from August 2023 to February 2026.
Chief Accounting Officer Scott Vopni plans to retire June 30, 2026; CFO Amy Schwetz would serve as interim CAO if no successor is named by then.
Corebridge Financial and Equitable Holdings signed a merger agreement on March 26, 2026, to combine in an all-stock deal that the companies value at about $22 billion for the combined company. Corebridge shareholders would own about 51% of the new parent and Equitable shareholders about 49%, so the deal changes the ownership and management structure of both companies' shares.
Each Corebridge common share would convert into 1.0 share of the new parent company, HoldCo, and each Equitable common share into 1.55516 HoldCo shares.
The deal is expected to close by year-end 2026, subject to regulatory approvals and shareholder votes at both companies; the outside date is December 26, 2026.
Marc Costantini, Corebridge's CEO, would become CEO of the combined company, Mark Pearson would be Executive Chair, and the combined company would be headquartered in Houston, Texas.
Both boards unanimously approved the agreement; the combined company would trade on the NYSE under the EQH ticker.
Equitable Holdings and Corebridge Financial agreed on March 26, 2026 to combine in an all-stock merger under a new parent company that will be named Equitable Holdings, Inc. Equitable shareholders would receive 1.55516 new shares for each Equitable share, and Equitable shareholders would own about 49% of the combined company, so existing Equitable holders would give up control to Corebridge holders, who would own about 51%.
Exchange ratio: 1.55516 HoldCo shares per Equitable common share; 1.000 HoldCo share per Corebridge common share
Combined company valued at about $22 billion based on March 25, 2026 closing prices, with $1.5 trillion in assets under management and administration
Closing expected by year-end 2026, subject to regulatory approvals and shareholder votes at both companies; outside date is December 26, 2026
Combined company expects more than $500 million of run-rate expense synergies by the end of 2028
Archrock's Chief Financial Officer, Douglas Aron, notified the company on March 25, 2026 that he intends to retire. He will stay in the role until a successor is named or December 31, 2026, whichever comes first, and the company has engaged an executive search firm. The transition agreement sets his pay and equity treatment through his retirement date.
Aron's base salary continues at an annual rate of $640,000 until the Retirement Date.
On retirement, he receives a pro-rated 2026 bonus at a target of 90% of eligible earnings.
Pro-rated vesting applies to restricted stock tranches and 2024-2026 performance awards scheduled to vest in January 2027; other unvested stock awards are forfeited.
CEO Brad Childers said Aron helped improve the company's balance sheet and profitability.
Hecla completed the sale of Hecla Quebec Inc., which owns the Casa Berardi mine, to an affiliate of Orezone Gold, receiving $160 million in cash and about 65.8 million Orezone common shares at closing. The company also gave notice to redeem its remaining $263 million 7.25% Senior Notes due 2028 on or about April 9, 2026, funded by the sale proceeds and cash on hand, which management says will improve financial flexibility.
Closing received $160 million in cash and approximately 65.8 million Orezone common shares
Hecla is also entitled to deferred cash and contingent cash payments of up to $321 million, subject to conditions and milestones
Remaining $263 million 7.25% Senior Notes due 2028 to be redeemed at 100% of principal plus accrued interest on or about April 9, 2026
Redemption to be funded with sale proceeds and cash on hand
Six Flags Entertainment appointed Richard Haddrill as Executive Chair of its Board, effective immediately, on March 24, 2026, with the Board expanding to 11 members. Under a three-year employment agreement, he receives a $500,000 annual base salary and sign-on equity awards, and Marilyn Spiegel was named Lead Independent Director. The company says Haddrill will focus on improving profitability, but the filing contains no financial results or guidance.
Richard Haddrill appointed Executive Chair effective immediately; he will also serve as a Class II director until the 2026 Annual Meeting of Stockholders
Employment agreement covers three years with a $500,000 annual base salary
Sign-on grants include 217,797 restricted stock awards and 373,367 performance stock units
Marilyn Spiegel named Lead Independent Director; Board to expand to 11 members, reverting to 10 after Jennifer Mason leaves at the 2026 annual meeting
Saba Capital Income & Opportunities Fund (BRW) and Saba Capital Income & Opportunities Fund II (SABA) announced that their previously approved reorganization has been terminated. Management recommended the change due to current market conditions, and the funds plan to reevaluate alternatives in the future, while each fund's existing share repurchase program stays in effect.
Previously approved reorganization of BRW and SABA has been terminated
Each fund's Board based the decision on management's recommendation due to current market conditions
The funds plan to reevaluate alternatives in the future
Each fund's previously approved share repurchase program will continue in effect
EnerSys said it will close its lead-acid battery manufacturing facility in Tijuana, Mexico, and move most production to its Springfield, Missouri plant. The company expects a pre-tax charge of about $37 million, of which $14 million is non-cash, and an estimated annual pre-tax benefit of about $20 million starting in fiscal 2028. Shareholders face the near-term charge in exchange for projected cost savings, and the restructuring is expected to be substantially complete by December 2027.
Pre-tax charge of about $37 million: $14 million non-cash, mainly equipment write-offs, and about $23 million in cash charges
Estimated annual pre-tax benefit of about $20 million, beginning in fiscal year 2028
Reduction of about 474 employees upon completion; the company also plans to sell the Tijuana land and buildings and possibly plant and equipment
Restructuring expected to be substantially complete by December 2027, with most charges incurred by the second half of fiscal year 2027
Karman Holdings reported fourth-quarter and full-year 2025 results, with revenue and net income both higher than in 2024. The company also raised its full-year 2026 guidance for revenue and adjusted EBITDA, citing the Seemann Composites and MSC acquisitions and higher demand.
Q4 2025 revenue was $134.5 million, up 47.4% year over year, and Q4 net income was $7.7 million, up from $1.7 million
Full-year 2025 revenue was $471.5 million, up 36.6%, and net income was $17.4 million, or $0.13 per diluted share
2026 outlook raised to $715 million to $730 million in revenue and $207 million to $218 million in non-GAAP adjusted EBITDA, excluding future acquisitions
Backlog was $801.1 million at December 31, 2025, and the company said it exceeded $1 billion as of March 20, 2026
Fresh Del Monte Produce Inc. (NYSE: FDP), the filer, which is not the ticker DMC named in the request, completed on March 19, 2026 its acquisition of select prepared and packaged foods assets from Del Monte Foods for approximately $285 million plus certain assumed liabilities, funded with cash on hand and its revolving credit facility. The deal includes global ownership of the Del Monte brand, subject to existing licenses, plus facilities in the US, Mexico and Venezuela. The filing gives no financial results or earnings effect, and the company says it is still evaluating the acquisition's significance.
Closed March 19, 2026, for approximately $285 million plus certain assumed liabilities, funded by cash on hand and the revolving credit facility
Acquired canned vegetable, tomato and refrigerated fruit business assets, four US facilities, two in Mexico and one in Venezuela, plus global ownership of the Del Monte brand subject to existing licensing arrangements
Amendment No. 1 to the asset purchase agreement, dated March 19, 2026, revised contract schedules, employee terms, assumed liabilities and obligations tied to a pre-closing cybersecurity incident
Financial statements and pro forma information will be filed by amendment only if the company determines they are required
Next Technology Holding Inc. (NASDAQ: NXTT) agreed on March 25, 2026 to sell 71,381,818 shares of common stock at $1.10 per share, plus pre-funded warrants for up to 71,381,818 more shares, to twenty investors. The company expects about $157 million in gross proceeds at closing, on or about March 26, 2026, and plans to use the net proceeds for working capital. The sale adds a large number of new shares, which would dilute existing shareholders.
71,381,818 common shares at $1.10 per share, plus pre-funded warrants for up to 71,381,818 shares at $1.099 per warrant
Expected gross proceeds of about $157 million before estimated offering expenses; closing expected March 26, 2026
Net proceeds to be used for working capital; offering made under a Form S-3 shelf registration effective November 20, 2025
Pre-funded warrants have a $0.001 exercise price and are subject to a 4.99% beneficial ownership limit
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