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8-K filings in April 2026, explained

1,219 material Form 8-K filings that 987 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 ↗
ATLXAtlas Lithium Corp Apr 7, 5:20 PM ET

Atlas Lithium Adds Admiral Flávio Rocha to Board, Fills Menck Vacancy

Neutral leadership Written later 5.02

Atlas Lithium said director Rodrigo Menck resigned effective immediately on April 1, 2026, citing personal reasons and no disagreement with the company. The board appointed Admiral (Ret.) Flávio Augusto Viana Rocha to fill the seat effective April 6, 2026, placing him on the Audit Committee.

  • Rodrigo Menck resigned from the board effective immediately, notified April 1, 2026; he served on no board committee
  • Admiral (Ret.) Flávio Augusto Viana Rocha, age 62, appointed director effective April 6, 2026
  • Rocha joins the Audit Committee and was determined by the board to be independent under Nasdaq rules
  • Rocha receives a cash fee of 50,000 Brazilian reais (about US$9,700) per month and no equity awards
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 ↗

American Healthcare REIT amends credit facility to $1.85 billion capacity, extends maturities

Neutral financing Written later 1.012.03

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.
Read the filing on SEC.gov ↗
FLOFLOWERS FOODS INC Apr 7, 4:35 PM ET

Flowers Foods signs $400 million term loan to refinance 3.500% notes due October

Neutral financing Written later 1.012.03

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
Read the filing on SEC.gov ↗
APPAppLovin Corp Apr 7, 4:35 PM ET

AppLovin names Craig Billings independent chairman; CTO and chief legal officer succession set

Neutral leadership Written later 5.027.01

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.
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 ↗

International Tower Hill Mines appoints Andrew Cole to board of directors

Neutral leadership Written later 5.027.01

International Tower Hill Mines added Andrew Cole as a director effective April 1, 2026, to serve until the 2026 annual meeting. The filing describes him as a metals and mining veteran with more than 35 years of experience, including work on the Donlin Gold Project permits.

  • Andrew Cole appointed to the board effective April 1, 2026, serving until the 2026 annual general meeting of shareholders
  • Cole has not been named to any board committees at this time
  • Cole previously served as General Manager of the Donlin Gold Project in Alaska and held roles at Barrick Gold
  • Press release announcing the appointment was issued April 2, 2026
Read the filing on SEC.gov ↗
OSGOCTAVE SPECIALTY GROUP INC Apr 7, 4:08 PM ET

Octave Specialty Group adds $40 million term loan under amended credit agreement

Neutral financing Written later 1.012.03

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
Read the filing on SEC.gov ↗
NRGNRG ENERGY, INC. Apr 7, 4:05 PM ET

NRG Energy director E. Spencer Abraham resigns from board effective April 3, 2026

Neutral leadership Written later 5.02

NRG Energy disclosed that director E. Spencer Abraham resigned from the Board effective April 3, 2026, citing personal reasons and saying the decision did not involve any disagreement with the company. The filing also states that he was not standing for re-election at the April 30, 2026 annual stockholder meeting, as part of the Board's ongoing succession planning.

  • E. Spencer Abraham resignation from the Board effective April 3, 2026; he informed the Board on April 2, 2026
  • Resignation attributed to personal reasons; filing states no disagreement with the company, management, or Board
  • Abraham was not standing for re-election at the annual stockholder meeting scheduled for April 30, 2026, per the March 18, 2026 proxy statement
Read the filing on SEC.gov ↗

Collegium Pharmaceutical nominates Michael Donovan; director John Fallon to retire

Neutral leadership Written later 5.02

Collegium Pharmaceutical's board approved Michael Donovan, a former Ernst & Young audit partner, as a director nominee for the 2026 annual meeting. Director John Fallon, M.D., who has served since 2016, said he will not stand for re-election and will retire from the board at that meeting, which the company says reflects board refreshment and succession planning rather than any disagreement.

  • Board approved Michael Donovan's nomination on April 6, 2026, for election at the 2026 Annual Meeting of Shareholders
  • Donovan, 60, was an EY audit partner from 2002 and Office Managing Partner of EY's Kendall Square biotechnology office from 2014 to 2024
  • Dr. John Fallon advised the board on April 2, 2026, that he will retire at the annual meeting after serving as a director since 2016
  • The company says Fallon's departure is not the result of any disagreement with the company
Read the filing on SEC.gov ↗
NTRBNutriBand Inc. Apr 7, 3:43 PM ET

Nutriband selects brand name for its abuse deterrent fentanyl patch

Neutral product/contract Written later 7.01

Nutriband said in a March 30, 2026 press release that it has selected a commercial brand name for its lead product, an abuse deterrent fentanyl transdermal system, and will submit the name to the FDA for approval. The filing does not report revenue, earnings, or guidance, and the company's $80 million to $200 million peak annual US sales estimate is a potential figure, not a forecast, so the news is a development step toward regulatory review.

  • Nutriband partnered with Brand Institute, Inc. on the brand name, and its subsidiary Drug Safety Institute will provide regulatory support on the project.
  • The proposed name and labeling will go to the FDA and other international regulators, and the name is being submitted to the USPTO for trademark registration.
  • The company says the product has the potential to reach peak annual US sales of $80 million to $200 million, citing a 2022 market analysis report.
Read the filing on SEC.gov ↗
AZTAAzenta, Inc. Apr 7, 8:30 AM ET

Azenta names Trey Martin president of Multiomics; Ginger Zhou steps down

Neutral leadership Written later 5.027.01

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.
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.