1,298 material Form 8-K filings that 1,057 companies we cover made with the SEC in April 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).
On April 1, 2026, Supernus Pharmaceuticals entered into an asset purchase agreement with Navitor Pharmaceuticals to acquire rights to the compound NV-5138 or SPN-820, including intellectual property, inventory, regulatory materials and certain contract rights. The filing says the price consists of Supernus completing one Phase 2b study and making milestone payments of up to $350 million, and that Supernus can stop pursuing the compound if it judges the study unsuccessful. The filing reports no revenue or earnings figures, so the effect on shareholders depends on the study results and milestone achievement.
Agreement dated April 1, 2026, with Navitor Pharmaceuticals, Inc. and Navitor Pharmaceuticals, LLC
Purchase price: completion of one Phase 2b study plus milestone payments of up to $350 million
Supernus has no further obligation to pursue milestones or commercialization if it judges the post-study result unsuccessful
Agreement is filed as Exhibit 2.1, with some schedules and portions omitted
Capital One Financial completed its previously announced acquisition of Brex Inc. on April 7, 2026, paying approximately $2.56 billion in cash plus 10,646,306 newly issued shares of common stock, subject to a customary post-closing cash adjustment. The same day, the board approved a special award of restricted stock units to Chief Enterprise Services Officer Frank LaPrade, tied to the deal and planned integration work.
Cash consideration of approximately $2.56 billion, subject to customary post-closing adjustment
10,646,306 shares of Capital One common stock issued as stock consideration, exempt from registration under Section 4(a)(2)
Completed April 7, 2026, under a merger agreement dated January 22, 2026
Frank LaPrade received 11,041 RSUs with a grant date value of approximately $2.0 million, vesting in three equal annual installments
Mattel said President and Chief Commercial Officer Steve Totzke will leave the role effective May 1, 2026, and serve as an executive advisor through December 31, 2026, when his employment ends. Sanjay Luthra, currently EMEA and Global Direct-to-Consumer managing director, will succeed him as Chief Commercial Officer and report to Chairman and CEO Ynon Kreiz. The filing describes a planned transition for a senior commercial leader, with severance and equity vesting tied to his departure.
Steve Totzke ceases to be President and Chief Commercial Officer effective May 1, 2026; employment ends December 31, 2026
Sanjay Luthra succeeds Totzke as Chief Commercial Officer, overseeing global sales and commercial operations
Totzke to receive severance, accelerated equity vesting, COBRA premium payments for up to eighteen months, and a car allowance for the same period
American Healthcare REIT entered a Second Amendment on April 1, 2026 to its 2024 credit agreement with Bank of America and a group of lenders. The amended facility includes an $800 million revolver with maturity extended to April 1, 2030, and a $550 million term loan maturing January 19, 2027, with total borrowing capacity of up to $1.85 billion including an incremental feature. The filing does not report earnings or a change in financial results, so the effect on shareholders is limited to the amended terms of the company's credit lines.
Second Amendment dated April 1, 2026 amends the 2024 Credit Agreement, first amended December 9, 2024.
Revolving loans mature April 1, 2030, with extension options to October 1, 2030 and April 1, 2031, subject to conditions including an extension fee.
Term loans of $550 million mature January 19, 2027 and cannot be extended.
Aggregate borrowing capacity under the 2026 Credit Facility was $1.35 billion as of April 1, 2026.
KPET Ultra Paceline Corporation, a blank check company, completed its initial public offering of 20 million units at $10.00 per unit on April 1, 2026, generating $200 million in gross proceeds. The full $200 million was placed in a trust account, and the company states it has not selected a business combination target, so shareholders' capital is held for a future acquisition that has not yet been identified.
20,000,000 units sold at $10.00 each, for gross proceeds of $200,000,000 on April 1, 2026
Concurrent private placement of 235,000 units at $10.00 each ($2,350,000) to KPET Ultra Paceline Unit Holdings, LLC
$200,000,000 placed in trust with Continental Stock Transfer & Trust Company, including $11,000,000 of deferred underwriting discounts and commissions
Company has not selected a business combination target; it has 24 months from the IPO closing, with one three-month extension at the sponsor's option
Flowers Foods entered a $400.0 million senior unsecured delayed draw term loan on April 6, 2026, to be used with cash on hand to repay its $400 million 3.500% senior notes maturing in October. The company also amended its revolving credit facility to extend a covenant holiday through the fiscal quarter ending October 9, 2027.
New $400.0 million term loan with Wells Fargo Bank as administrative agent; proceeds must repay the 2026 Notes in full
Term loan may be drawn once through October 1, 2026; initial maturity is the third anniversary of funding
Leverage covenant of no greater than 3.75:1.00 and minimum interest coverage of 4.50:1.00; covenant holiday runs through the quarter ending October 9, 2027
AppLovin announced leadership changes, including a new independent Chairperson, Craig Billings, effective April 2, 2026, succeeding Adam Foroughi, who remains CEO and a director. The CTO and Chief Legal Officer roles will pass to internal successors, and director Alyssa Harvey Dawson will not stand for re-election at the 2026 Annual Meeting. The filing contains no financial results, so the changes reflect governance and management succession rather than a change in reported performance.
Craig Billings becomes independent Chairperson, effective immediately, succeeding Adam Foroughi, who remains CEO and a Board member.
Giovanni Ge will become Chief Technology Officer when Basil Shikin steps down effective July 1, 2026; Shikin will become a Distinguished Engineer.
Victoria Valenzuela retires as Chief Administrative & Legal Officer effective August 1, 2026, will consult until May 31, 2027 for $150,000, and is nominated as a director; Corina Cacovean will become Chief Legal Officer.
Alyssa Harvey Dawson will not stand for re-election at the 2026 Annual Meeting; the filing says her decision was not due to any disagreement with the Company.
On April 3, 2026, MGM Resorts entered a Voting Agreement with IAC Inc. and Barry Diller. IAC, Diller and their controlled affiliates will vote any voting power above 25.73% in the same proportion as other stockholders, which limits their influence on shareholder votes. The agreement ends if their stake falls below 17.5%, if the board fails to nominate two IAC-designated qualified directors, or if a change of control occurs.
Covered Entities will vote shares above 25.73% of total voting power in proportion to other stockholders.
The agreement terminates if Covered Entities own less than 17.5% of voting securities, on a change of control, or if the board fails to nominate two IAC-designated qualified directors.
Mr. Diller was deemed designated to the board by IAC as of the agreement date.
Restriction on Diller Entities ends only when Mr. Diller no longer serves as IAC Chairman or Senior Executive and they hold less than one-third of IAC's voting power.
Greenbrier reported second-quarter fiscal 2026 revenue of $587.5 million and net earnings attributable to the company of $15.0 million, or $0.47 per diluted share, both well below the year-earlier quarter. The company cut its fiscal 2026 revenue and EPS guidance, attributing the change to a more gradual production ramp-up with deliveries shifting into early fiscal 2027, while raising its quarterly dividend 6% to $0.34 per share.
Q2 revenue was $587.5 million, down from $762.1 million a year earlier and $706.1 million in Q1; diluted EPS was $0.47 versus $1.56 a year earlier.
Fiscal 2026 revenue guidance was lowered to $2.4 billion-$2.5 billion from $2.7 billion-$3.2 billion; EPS guidance was lowered to $3.00-$3.50 from $3.75-$4.75.
Board raised the quarterly dividend 6% to $0.34 per share, payable May 11, 2026, to holders of record as of April 20, 2026.
Operating cash flow was $159 million in the quarter, and the railcar backlog stood at 15,200 units valued at an estimated $2.1 billion.
Kura Sushi USA reported fiscal second quarter 2026 sales of $80.0 million, up from $64.9 million a year earlier, and a net loss of $1.7 million, or $(0.14) per diluted share, versus $3.8 million, or $(0.31), in the prior-year quarter. The company also said its Chief Financial Officer, Jeffrey J. Uttz, will resign effective April 28, 2026, with CEO Hajime Uba serving as interim CFO while a search continues.
Q2 fiscal 2026 total sales $80.0 million vs. $64.9 million in Q2 2025; comparable restaurant sales up 8.6%
Net loss $1.7 million, or $(0.14) per diluted share, vs. $3.8 million, or $(0.31), a year earlier
Full-year fiscal 2026 guidance reiterated, including total sales of $333 million to $335 million
CFO Jeffrey J. Uttz resigns effective April 28, 2026 to join a restaurant-industry company; CEO Hajime Uba named interim CFO with no added pay
On April 1, 2026, Octave Specialty Group and its subsidiaries entered a First Amendment to their Credit Agreement with Truist Bank as administrative agent, adding a $40,000,000 term loan. Total outstanding term loans are $139,375,000 as of April 1, 2026, and the company pledged its interest in Everspan Holdings, LLC. Proceeds will fund Cirrata UK's obligation to honor put rights exercised in March 2026 by certain minority shareholders of Octave Specialty Limited.
Additional term loan of $40,000,000 under the First Amendment, dated April 1, 2026
Total outstanding term loans of $139,375,000 as of April 1, 2026
Loan proceeds to fund put rights exercised in March 2026 by minority shareholders of Octave Specialty Limited
Company pledged its ownership interests in Everspan Holdings, LLC as part of the amendment
Azenta, Inc. said William 'Trey' E. Martin III became president of its Multiomics business effective April 6, 2026, replacing Ginger Zhou, who stepped down the same day and will advise the company through November 2026. Martin's offer letter sets a $540,000 base salary and a target bonus of 80% of base, with equity awards subject to Board approval. The company said the change is aimed at accelerating execution of the Multiomics long-range plan presented at its December 2025 Investor Day, and the filing also amends change-in-control severance terms for three executive officers.
Trey Martin became President, Multiomics, effective April 6, 2026, reporting to CEO John Marotta; he was CEO of Maravai LifeSciences from July 2023 to June 2025.
Ginger Zhou stepped down April 6, 2026, stating no disagreement with the company; she will advise through November 2026 under a consulting fee of $103,500.
Martin's offer letter: $540,000 base salary, 80% target bonus, target equity of about $1.7 million plus a one-time performance award of about $500,000, subject to Board approval.
Martin's non-change-in-control severance is 12 months of salary continuation, subject to a release of claims.
SC II Acquisition Corp. entered into a non-binding letter of intent on March 31, 2026, outlining a potential business combination in which it would acquire 100% of the equity of an unnamed payments technology company. The LOI does not commit either party to complete the deal, so shareholders should view it as a preliminary step with no definitive agreement yet.
LOI dated March 31, 2026, with a payments technology company referred to as the Target
Proposed deal would give the Company 100% of the Target's outstanding equity and equity equivalents
Only exclusivity, confidentiality, trust account claim waiver and governing law are binding; no price or terms are disclosed in the filing
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.