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8-K filings in April 2026, explained

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).

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Supernus to acquire NV-5138 assets from Navitor, with up to $350 million in milestone payments

Neutral m&a Written later 1.012.01

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
Read the filing on SEC.gov ↗
COFCAPITAL ONE FINANCIAL CORP Apr 7, 5:19 PM ET

Capital One completes $2.56 billion cash and stock acquisition of Brex Inc.

Neutral m&a Written later 3.025.02

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
Read the filing on SEC.gov ↗
MATMATTEL INC /DE/ Apr 7, 4:44 PM ET

Mattel Says President and CCO Steve Totzke Steps Down May 1; Sanjay Luthra Named CCO

Neutral leadership Written later 5.027.01

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
Read the filing on SEC.gov ↗
MGMMGM Resorts International Apr 7, 4:30 PM ET

MGM Resorts signs voting agreement with IAC and Barry Diller capping votes at 25.73%

Neutral shareholder Written later 1.01

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.
Read the filing on SEC.gov ↗
GBXGREENBRIER COMPANIES INC Apr 7, 4:20 PM ET

Greenbrier cuts fiscal 2026 guidance as Q2 earnings fall to $0.47 per diluted share

Negative guidance Written later 2.02

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.
Read the filing on SEC.gov ↗
KRUSKURA SUSHI USA, INC. Apr 7, 4:17 PM ET

Kura Sushi Q2 sales rise to $80.0 million; net loss narrows; CFO to depart

Positive earnings Written later 2.025.027.01

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
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.

Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.