1,796 material Form 8-K filings that 1,448 companies we cover made with the SEC in May 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).
HealthStream named Michael M. Collier its Chief Operating Officer and Executive Vice President, up from EVP of Corporate Strategy, Development & Operations, and he will lead enterprise operations including M&A and AI transformation. The filing also discloses option grants to Collier and CEO Robert A. Frist, Jr. of 18,781 shares each at $23.96, which equals the May 8, 2026 closing price. The promotion is a management change, and the option grants add to executive equity compensation.
Michael M. Collier promoted from EVP, Corporate Strategy, Development & Operations to Chief Operating Officer and EVP, announced alongside May 4, 2026 Q1 results release
Collier receives stock options for 18,781 shares at $23.96 per share, vesting 15%, 20%, 20%, 20% and 25% over five years
CEO Robert A. Frist, Jr. receives options for 18,781 shares at $23.96 per share on the same May 8, 2026 grant date and vesting schedule
CH4 Natural Solutions Corporation, a blank check company, completed its initial public offering of 20,000,000 units at $10.00 per unit on May 4, 2026, generating $200 million in gross proceeds. On May 8, 2026, the underwriter bought an additional 2,000,000 option units for $20 million, bringing the trust account to $220 million. The company has not yet selected a business combination target, and its auditor flagged substantial doubt about its ability to continue as a going concern.
IPO of 20,000,000 units at $10.00 per unit closed May 4, 2026, with $200 million in gross proceeds; each unit includes one Class A ordinary share and one-half of one warrant at $11.50.
Underwriter exercised its over-allotment option in part, buying 2,000,000 option units on May 8, 2026, for $20 million in gross proceeds.
Trust account totals $220 million after the option units, including $6.6 million of deferred underwriting discounts and commissions.
The company has 24 months from the IPO closing to complete a business combination; the auditor, WithumSmith+Brown, cited substantial doubt about going concern.
Robinhood Markets said its Chief Technology Officer, Jeffrey Pinner, left his position effective May 7, 2026. He is eligible for severance benefits under the company's Change in Control and Severance Plan for Key Employees, as described in the 2026 proxy statement. The filing gives no successor name or financial amount for the payments.
Jeffrey Pinner, Chief Technology Officer, separated from his position effective May 7, 2026
Pinner is eligible for severance benefits tied to a termination without cause under the company's Change in Control and Severance Plan for Key Employees
Filing does not name a replacement CTO or disclose a dollar value for the severance
At its May 8, 2026 annual meeting, ManpowerGroup shareholders elected all ten director nominees, approved an amended equity incentive plan that adds 1,100,000 authorized shares and extends grants through May 8, 2036, and approved allowing directors to be removed with or without cause. The board also declared a semi-annual dividend of $0.72 per share, payable June 15, 2026. The filing shows shareholder approval of these measures, which changes how directors can be removed and how many shares may be issued under the plan.
Shareholders approved removal of directors with or without cause by a vote of 35,397,815 for and 36,830 against, with a two-thirds vote of outstanding shares required for removal under the amended By-Laws effective May 8, 2026.
The amended and restated equity incentive plan adds 1,100,000 shares and permits grants through May 8, 2036; approval received 34,200,746 votes for and 1,237,260 against.
The board declared a semi-annual dividend of $0.72 per share, payable June 15, 2026 to shareholders of record as of June 1, 2026.
Shareholders also ratified Deloitte & Touche LLP as auditor for fiscal 2026 and approved the named executive officer compensation advisory vote.
On May 8, 2026, Live Nation's special purpose subsidiary VenueCo closed its previously announced issuance of €610 million of fixed rate senior secured notes. The notes are secured by mortgages on substantially all real property of four venues in the United States, the Netherlands and Ireland, and are non-recourse to Live Nation other than to the issuing members and their subsidiaries.
Principal amount: €610 million of fixed rate senior secured notes, closed May 8, 2026
Collateral: mortgages on real property at four venues in the US, Netherlands and Ireland, plus an assignment of monthly revenues after operating expenses
Non-recourse to Live Nation and its subsidiaries other than the issuing members and their subsidiaries
Note Purchase Agreement and indentures dated April 30, 2026; full copies to be filed with the Form 10-Q for the quarter ending June 30, 2026
RENN Fund disclosed that co-manager Peter Doyle was appointed on May 5, 2026 to the board of Texas Pacific Land Corporation (TPL), a large holding in the Fund, and to TPL's strategic acquisitions committee. Under a Board Representative Agreement with the Fund's adviser, TPL agreed to nominate a Horizon designee, Mr. Doyle, for election at its 2026 annual meeting. Doyle will give up investment discretion over TPL in client accounts, including the Fund, with that trading authority moving to the other co-managers.
Appointment date: May 5, 2026, to the board of Texas Pacific Land Corporation
Board Representative Agreement lets Horizon nominate a designee, Peter Doyle, for election at TPL's 2026 annual meeting, subject to committee approval
Doyle will receive TPL's standard non-employee director compensation, per TPL's September 26, 2025 proxy statement
Doyle no longer has investment discretion over TPL in any client accounts, including the Fund
At its May 5, 2026 annual meeting, Albemarle shareholders elected all 10 director nominees, approved the advisory vote on executive compensation, and ratified PricewaterhouseCoopers LLP as auditor for 2026. They also approved the 2026 Incentive Plan, which replaces the 2017 Incentive Plan, and a shareholder proposal on the ability to call a special meeting, but did not approve an amendment to remove supermajority provisions related to affiliated transactions.
Shareholders approved the 2026 Incentive Plan with 83,042,598 votes for and 3,792,529 against; future equity awards will be issued under the plan
Shareholders approved the special meeting proposal with 49,792,714 votes for and 36,749,680 against
Shareholders did not approve the amendment to remove supermajority provisions for affiliated transactions, with 86,504,791 votes for and 348,442 against
99,397,859 of 117,886,887 shares entitled to vote, as of the March 11, 2026 record date, were represented at the meeting
Apollo-affiliated entities sold 102,000,366 ADT common shares in an offering that closed May 5, 2026, and ADT bought 29,142,961 of those shares from the underwriters under its $1.5 billion repurchase plan. ADT did not receive any of the sale proceeds. Three Apollo-designated directors resigned from the board, and the board amended the bylaws to remove Apollo references, which ends Apollo's board representation.
Apollo entities sold 102,000,366 shares; the offering and ADT's repurchase closed May 5, 2026.
ADT repurchased 29,142,961 shares under the $1.5 billion plan announced March 2, 2026.
Directors Reed B. Rayman, Nicole Bonsignore and Benjamin Honig resigned from the board on May 5, 2026, in connection with Apollo's share sale.
The board approved amended and restated bylaws on May 8, 2026, removing references to Apollo and the 2018 stockholders agreement.
NVIDIA's board added Suzanne Nora Johnson as a director and as an Audit Committee member, expanding the board from ten to eleven seats, effective July 13, 2026. The filing describes equity and cash pay for her board service, which is routine compensation for a new director.
Board appointment made May 7, 2026; joins July 13, 2026, citing a prior professional commitment
Initial equity grant of restricted stock units with a $255,000 target value, vesting roughly semi-annually over three years
Pro-rated annual equity grant with a $255,000 annualized target value; cash retainer of $85,000 a year, paid quarterly from July 13, 2026
Con Edison entered into an equity distribution agreement on May 8, 2026, establishing an at-the-market program to sell up to $2,000,000,000 of its common shares over time through a group of sales agents. The company may also enter into forward sale agreements with forward purchasers, under which it would receive proceeds only upon future physical settlement, and it would pay commissions of up to 1.0% of gross sales prices.
Program covers up to $2,000,000,000 aggregate sales price of common shares ($0.10 par value), sold from time to time.
Sales agents may receive commissions of up to 1.0% of gross sales price.
Company will not initially receive proceeds from borrowed shares sold under forward sale agreements; proceeds arrive only on future physical settlement.
Exhibits include the equity distribution agreement and the form of forward sale agreement.
MGE Energy entered an underwriting agreement on May 6, 2026 for a public offering of 3,300,331 shares of common stock, of which the company itself sold 990,099 shares and the rest were borrowed from third parties and sold by forward sellers. The company also entered forward sale agreements covering 2,310,232 shares, with settlement no later than January 8, 2028, at an initial forward sale price of $72.9094 per share. The filing says the company expects no dilution to earnings per share except when the average market price is above the adjusted forward sale price, and that physical or net share settlement would dilute earnings per share.
Offering of 3,300,331 shares; company sold 990,099 shares directly, and 2,310,232 shares were borrowed from third parties and sold by forward sellers
Initial forward sale price of $72.9094 per share, subject to adjustment based on an overnight bank funding rate less a spread and to expected dividend-related decreases
Forward sale agreements settle on a date at the company's discretion no later than January 8, 2028
Company intends to use net proceeds for general corporate purposes, including short-term debt repayment and capital expenditures
At its May 7, 2026 annual meeting, Invitation Homes stockholders elected all nine directors, ratified Deloitte & Touche LLP as auditor, approved the 2026 Omnibus Incentive Plan, and approved executive pay in a non-binding vote. The new plan authorizes 18,793,516 shares, and Chief Legal Officer Mark A. Solls has deferred his retirement, which suspends the search for a successor.
The 2026 Omnibus Incentive Plan authorizes 18,793,516 shares, including 17,500,000 newly authorized shares, and expires on the tenth anniversary of May 7, 2026.
Non-binding say-on-pay vote: 418,430,249 shares for and 103,495,655 against.
Mr. Solls received a 2026 LTIP target award of $2,645,000, comprising $250,000 in time-vesting and $750,000 in performance-vesting restricted stock units, granted May 5, 2026.
Shares represented at the meeting were 543,298,418, or 90.63% of shares entitled to vote.
Knight-Swift completed a private offering of $1.5 billion of 1.00% convertible senior notes due November 15, 2031, including $200 million from an option that the initial purchasers exercised in full. The company plans to use the proceeds to repay term loans and part of its revolving credit line, and it paid about $92.8 million for capped call transactions meant to reduce potential dilution from conversion.
$1.5 billion principal, including $200 million option exercised in full; closed May 8, 2026
Initial conversion price of about $80.11 per share, a 30% premium to the $61.62 close on May 5, 2026
Proceeds to repay $300 million term loan due 2027, $400 million of the 2025 Term Loan A-1, and part of the revolver
Company may not redeem the notes before May 21, 2029
At its May 7, 2026 annual meeting, Morningstar shareholders elected all 10 director nominees, approved executive compensation on an advisory basis, and ratified KPMG LLP as the independent auditor for 2026. Director Gail Landis did not stand for re-election because she reached the company's mandatory retirement age, and the board size was set at 10 directors effective at the meeting's conclusion. The filing describes routine governance matters and reports no financial results.
Gail Landis did not stand for re-election under the director retirement policy; board size set at 10 directors
Bill Lyons received the lowest support among nominees: 31,265,595 votes for and 2,434,521 against
Executive compensation advisory vote: 32,474,755 for and 1,206,815 against
KPMG LLP ratified as 2026 auditor: 34,861,651 for and 89,355 against
Biglari Holdings reported a first-quarter 2026 net loss of $14.5 million, smaller than the $33.3 million loss in the same quarter of 2025, as investment losses narrowed to $14.7 million from $51.2 million. Pre-tax operating earnings swung to a $4.1 million loss from $10.0 million of earnings a year earlier, and the release does not include guidance. Book value was $2,006.69 per Class A Equivalent share at March 31, 2026.
Net loss of $14.5 million in Q1 2026, versus a $33.3 million net loss in Q1 2025.
Pre-tax operating earnings were a $4.1 million loss, compared with $10.0 million of earnings in Q1 2025.
Investment losses were $14.7 million, compared with $51.2 million in Q1 2025.
Book value was $2,006.69 per Class A Equivalent share at March 31, 2026.
At its May 8, 2026 annual meeting, Timken shareholders re-elected all twelve director nominees to one-year terms and approved the advisory resolution on named executive officer pay. Shareholders did not approve a proposal to allow special shareholder meetings, and they ratified Ernst & Young LLP as auditor for 2026. The same day, the company entered a letter agreement with General Counsel Hansal N. Patel covering special treatment of certain incentive awards through at least June 30, 2028.
All 12 nominees were elected; votes for ranged from 53,788,853 (Ajita G. Rajendra) to 59,605,368 (Richard G. Kyle).
Advisory say-on-pay resolution approved: 44,837,026 for, 15,272,988 against, 437,466 abstain.
Ernst & Young LLP ratified as independent auditor for fiscal 2026: 61,717,389 for, 1,977,231 against.
Shareholder proposal on special meeting rights not approved: 24,930,334 for, 35,358,915 against. Letter agreement with Hansal N. Patel dated May 8, 2026, filed as Exhibit 10.1.
Baxter's board approved an Executive Severance and Change in Control Plan effective May 4, 2026, which sets tiered severance for executives including the Interim CFO. At the May 5, 2026 annual meeting, shareholders approved a 20,000,000-share increase to the incentive plan, a charter amendment changing board size limits, and all nine director nominees.
Severance Plan effective May 4, 2026; non-CIC terminations pay 1.5x salary plus target bonus, and CIC terminations pay 2.0x.
Hider offer letter amended to raise the lump-sum medical coverage payment for non-CIC terminations from 18 months to 24 months.
Shareholders approved adding 20,000,000 shares to the Second Amended and Restated 2021 Incentive Plan, with 362,762,566 votes for and 77,492,842 against.
Charter amendment sets the minimum number of directors at seven with no stated maximum; bylaws set a range of seven to twelve directors.
Collective Acquisition Corp. II, a blank check company, closed its initial public offering on April 30, 2026, selling 22,000,000 units at $10.00 each for gross proceeds of $220,000,000. The company said $221,100,000 was placed in a U.S.-based trust account, and the company has not yet selected a business combination target.
IPO of 22,000,000 units at $10.00 per unit, generating $220,000,000 in gross proceeds on April 30, 2026
Sponsor bought 5,837,500 private placement warrants at $0.80 each, for $4,670,000 in gross proceeds
$221,100,000 ($10.05 per unit) placed in trust account; company has 18 months from the IPO closing to complete a business combination
As of April 30, 2026, the company had not selected a target business and had $1,031,745 in cash
At its May 6, 2026 annual meeting, Hilton Grand Vacations stockholders elected nine directors, approved adding 1,250,000 shares to the 2023 Omnibus Incentive Plan, ratified Ernst & Young LLP as auditor for 2026, and approved executive compensation in a non-binding advisory vote. Every proposal passed. The larger share reserve expands the stock available for future awards under the plan, which can dilute existing holders.
Plan amendment approved: 1,250,000 shares added to the 2023 Omnibus Incentive Plan, with 68,307,028 votes for and 378,783 against.
All nine directors elected to one-year terms expiring at the 2027 annual meeting; Paul W. Whetsell received the fewest votes for, at 68,293,570.
Ernst & Young LLP ratified as independent auditor for fiscal 2026, with 71,719,017 votes for and 1,358,783 against.
Advisory say-on-pay vote approved, with 68,225,643 votes for and 459,259 against.
Quest Diagnostics issued $500 million in aggregate principal of 5.000% senior notes due June 30, 2036, on May 6, 2026, under its existing 2001 indenture as supplemented. The notes are senior unsecured obligations that rank equally with the company's other senior unsecured debt, and the filing describes covenants limiting certain liens, sale and leaseback transactions, and mergers or asset transfers.
Principal amount: $500 million; interest rate 5.000%, paid June 30 and December 30, first payment December 30, 2026
Maturity: June 30, 2036; no sinking fund
Change of control triggering event requires an offer to repurchase at 101% of principal plus accrued interest
Exhibit 5.1 legality opinion from Allen Overy Shearman Sterling US LLP filed with the report
At its annual meeting on May 7, 2026, Integra LifeSciences stockholders elected all seven director nominees, ratified PricewaterhouseCoopers LLP as auditor for 2026, and approved the advisory executive compensation proposal. They also approved Amendment No. 3 to the equity incentive plan, which increases the shares available for awards under the plan by 3,550,000.
Annual meeting held May 7, 2026; all seven director nominees elected to serve until the 2027 annual meeting.
Plan Amendment raises shares available for awards by 3,550,000; approved with 68,005,433 votes for and 1,269,231 against.
PricewaterhouseCoopers LLP ratified as independent auditor for fiscal 2026 with 72,313,820 votes for and 863,179 against.
Advisory say-on-pay proposal approved with 68,472,769 votes for and 732,580 against.
At its May 6, 2026 annual meeting, Allison Transmission stockholders elected nine directors, ratified PricewaterhouseCoopers LLP as auditor for 2026, and approved executive compensation in an advisory vote. The company also disclosed that its Compensation Committee approved Chief Legal Officer Eric C. Scroggins' participation as a Tier 1 Participant in its Executive Change in Control and Severance Plan.
Nine directors elected for one-year terms ending at the 2027 annual meeting; Judy L. Altmaier received 71,134,529 votes for and Sasha Ostojic received 72,863,411 votes for
PwC ratified as independent registered public accounting firm for 2026 with 77,162,806 votes for and 690,303 against
Advisory say-on-pay vote approved with 70,176,855 votes for and 2,759,179 against
Committee approved Eric C. Scroggins' Tier 1 Participant status in the Severance Plan on May 6, 2026
TTM Technologies reported in an 8-K filed May 8, 2026 that director John G. Mayer resigned on May 7, 2026 because he reached the mandatory retirement age of 75, and that its annual meeting that day approved all proposals, including the election of three Class II directors and KPMG LLP as auditor. Stockholders also chose an annual frequency for the advisory say-on-pay vote, and the Board reshuffled its committee memberships.
John G. Mayer resigned as a Class III director on May 7, 2026; the filing says the resignation was not due to a disagreement with the company.
Julie S. England, Philip G. Franklin and Edwin Roks were elected Class II directors; Franklin received 83,944,967 votes for and Roks received 85,409,159.
Stockholders voted 82,028,438 for a one-year frequency for future advisory pay votes, and ratified KPMG LLP for the fiscal year ending December 28, 2026 with 92,305,470 votes for.
Effective May 7, 2026, the Board changed committee memberships; Wajid Ali chairs the Audit Committee and Chantel Lenard chairs the Human Capital and Compensation Committee.
At its May 6, 2026 annual meeting, Ally Financial shareholders approved the 2026 Incentive Compensation Omnibus Plan, which combines the company's prior employee and director equity plans and authorizes 25,217,502 shares of common stock. Shareholders also backed the director slate, the advisory executive pay vote, and the Deloitte & Touche LLP auditor ratification, but rejected a proposal to lower the threshold for calling special meetings.
2026 plan authorizes 25,217,502 shares: 13,917,502 remaining under prior plans plus 11,300,000 new shares
Advisory say-on-pay vote: 259,445,810 for and 7,542,099 against
Proposal to reduce the shareholder threshold for calling special meetings failed: 78,514,072 for and 188,464,656 against
Deloitte & Touche LLP ratified for 2026: 272,462,325 for and 5,879,439 against
At its May 7, 2026 annual meeting, Edwards Lifesciences stockholders approved an amendment to the Long-Term Stock Incentive Compensation Program that adds 7,000,000 shares, bringing the total share limit to 341,500,000. Stockholders also elected all nine director nominees and approved the advisory vote on named executive officer compensation and the auditor ratification.
Share limit under the Long-Term Stock Program rises by 7,000,000 shares to 341,500,000 shares.
Stockholder approval of the amended program: 456,675,201 for and 19,210,539 against.
All nine director nominees were elected, including David T. Feinberg, MD, and Bernard J. Zovighian.
Advisory executive pay proposal passed with 424,961,639 for and 50,924,101 against.
Franklin Holdings, LLC, the sponsor of Franklin Crypto Trust's Franklin Crypto Index ETF, appointed Christopher Kings as chief financial officer and Christopher Berarducci as chief accounting officer and treasurer, both effective May 8, 2026. Vivek Pai and Matthew Hinkle resigned from the roles they held at the sponsor on the same date, and the filing states their resignations did not result from any disagreement over the Fund's operations, policies or practices.
Christopher Kings, 51, appointed chief financial officer of the Sponsor on May 8, 2026, and has served as Senior Vice President of Franklin Templeton Services, LLC since 2024.
Christopher Berarducci, 51, appointed chief accounting officer and treasurer of the Sponsor on May 8, 2026, and has served as Vice President, Fund Administration and Reporting of Franklin Templeton since 2020.
Vivek Pai resigned as chief accounting officer and treasurer, and Matthew Hinkle resigned as vice president and chief financial officer of the Sponsor, both effective May 8, 2026.
The filing states neither resignation was the result of a dispute or disagreement with the Sponsor or the Fund on any matter relating to the Fund's operations, policies or practices.
The sponsor of the Franklin Bitcoin ETF, Franklin Holdings, LLC, appointed Christopher Kings as Chief Financial Officer and Christopher Berarducci as Chief Accounting Officer and Treasurer on May 8, 2026. The same day, Matthew Hinkle and Vivek Pai resigned from their sponsor roles, and the filing states their resignations were not due to any disagreement over the Fund's operations, policies or practices.
Christopher Kings, 51, appointed Chief Financial Officer of the Sponsor on May 8, 2026; he is also a Senior Vice President of Franklin Templeton Services, LLC since 2024
Berarducci, 51, appointed Chief Accounting Officer and Treasurer of the Sponsor on May 8, 2026; he has been Vice President, Fund Administration and Reporting at Franklin Templeton since 2020
Matthew Hinkle resigned as Vice President and Chief Financial Officer of the Sponsor, and Vivek Pai resigned as Chief Accounting Officer and Treasurer, both effective May 8, 2026
On May 8, 2026, Franklin Holdings, the sponsor of the Franklin Solana ETF, appointed Christopher Kings as chief financial officer and Christopher Berarducci as chief accounting officer and treasurer. The same day, Matthew Hinkle and Vivek Pai resigned from their sponsor roles, and the filing says neither resignation involved a dispute over the fund's operations, policies or practices.
Christopher Kings, 51, named CFO of the sponsor effective May 8, 2026; he has been a Senior Vice President of Franklin Templeton Services, LLC since 2024
Christopher Berarducci, 51, named chief accounting officer and treasurer of the sponsor; he has been Vice President, Fund Administration and Reporting at Franklin Templeton since 2020
Matthew Hinkle resigned as vice president and CFO of the sponsor, and Vivek Pai resigned as chief accounting officer and treasurer, both effective May 8, 2026
Filing states the resignations were not the result of any dispute or disagreement with the sponsor or the fund
On May 8, 2026, the sponsor of Franklin Ethereum Trust (EZET) appointed Christopher Kings as Chief Financial Officer and Christoper Berarducci as Chief Accounting Officer and Treasurer. The same day, Matthew Hinkle and Vivek Pai resigned from those roles, and the filing states their departures were not due to any disagreement over the Fund's operations, policies or practices.
Christopher Kings appointed CFO of Franklin Holdings, LLC, the Fund's sponsor, effective May 8, 2026; he is 51 and has been Senior Vice President of Franklin Templeton Services, LLC since 2024.
Christoper Berarducci appointed Chief Accounting Officer and Treasurer of the sponsor; he is 51 and has been Vice President, Fund Administration and Reporting at Franklin Templeton since 2020.
Matthew Hinkle resigned as Vice President and CFO of the sponsor, and Vivek Pai resigned as Chief Accounting Officer and Treasurer, both effective May 8, 2026.
The sponsor of the Franklin Responsibly Sourced Gold ETF (FGDL) appointed Christopher Kings as Chief Financial Officer and Christoper Berarducci as Chief Accounting Officer and Treasurer, both effective May 8, 2026. Matthew Hinkle and Vivek Pai resigned from those roles the same day, and the filing says neither resignation involved a dispute with the sponsor or the Fund.
Christopher Kings appointed Chief Financial Officer of Franklin Holdings, LLC, effective May 8, 2026, succeeding Matthew Hinkle, who resigned as Vice President and CFO.
Christoper Berarducci, 51, appointed Chief Accounting Officer and Treasurer of the sponsor, succeeding Vivek Pai, who resigned from those roles.
The filing states Hinkle and Pai resigned without any dispute or disagreement with the sponsor or the Fund over operations, policies or practices.
Global Self Storage reported first-quarter 2026 results for the period ended March 31, 2026. Total revenues rose 1.5% to $3.2 million, but operating expenses rose 8.3%, and net income fell to $477,000, or $0.04 per diluted share, from $555,000, or $0.05, a year earlier.
Total revenues rose 1.5% to $3.2 million; total operating expenses rose 8.3% to $2.6 million.
Net income fell to $477,000, or $0.04 per diluted share, from $555,000, or $0.05 per diluted share.
FFO fell 12.6% to $853,000, or $0.08 per diluted share; AFFO fell 11.0% to $958,000.
Quarterly dividend of $0.0725 per share was maintained; same-store occupancy was 93.1% as of March 31, 2026, up 100 basis points.
On May 8, 2026, Franklin Holdings, LLC, sponsor of the Franklin XRP Trust (XRPZ), appointed Christopher Kings as Chief Financial Officer and Christoper Berarducci as Chief Accounting Officer and Treasurer. The same day, Matthew Hinkle and Vivek Pai resigned from those roles, with the filing stating their departures were not due to any disagreement over the Fund's operations, policies or practices.
Christopher Kings, 51, appointed Chief Financial Officer of the Sponsor effective May 8, 2026
Christoper Berarducci, 51, appointed Chief Accounting Officer and Treasurer of the Sponsor effective May 8, 2026
Matthew Hinkle (Vice President and CFO) and Vivek Pai (Chief Accounting Officer and Treasurer) resigned effective May 8, 2026
Filing states resignations were not the result of any dispute or disagreement with the Sponsor or the Fund
NI Holdings reported first-quarter 2026 results, with net income of $12.5 million and basic earnings per share of $0.60, up from $6.5 million and $0.31 a year earlier. Gross premiums written fell 15.1% to $57.5 million as the company exited Non-Standard Auto, so profit rose while the top line shrank.
Net income was $12.5 million, up 93.6% from $6.5 million in the first quarter of 2025.
Basic earnings per share were $0.60, compared with $0.31 a year earlier.
Gross premiums written fell 15.1% to $57.5 million, driven by a 99.8% drop in Non-Standard Auto.
Combined ratio improved to 79.7% from 94.4%, and net investment income fell 6.4% to $2.7 million.
At its May 8, 2026 annual meeting, shareholders of U.S. Energy Corp. elected John A. Weinzierl and D. Stephen Slack to three-year terms, ratified Weaver & Tidwell as auditor for 2026, approved an advisory vote on executive pay, and approved issuing common stock to Roth Principal Investments above the Nasdaq 20% threshold. Director Randall Keys left the board on expiration of his term after deciding not to stand for re-election, and the filing says this did not result from any disagreement with the company. The filing names the registrant as U.S. Energy Corp.
Roth Principal Investments share issuance approved: 10,207,459 for, 557,104 against, 22,843 abstentions
Weinzierl received 10,630,629 votes for and 156,777 withheld; Slack received 10,645,512 for and 141,894 withheld
HEI reported first-quarter 2026 net income of $30 million, or $0.18 per diluted share, up from $27 million, or $0.15, a year earlier. Excluding Maui wildfire-related costs and Pacific Current strategic review expenses, core net income fell to $31 million, or $0.18, from $40 million, or $0.23. The company also said leadership will be consolidated effective June 1, with Scott Seu becoming CEO of both HEI and Hawaiian Electric, and it expects higher utility operations and maintenance expenses for 2026.
GAAP net income was $30 million ($0.18 per diluted share) versus $27 million ($0.15) in Q1 2025; revenue was $746.4 million versus $744.1 million.
Core net income was $31 million ($0.18 per diluted share) versus $40 million ($0.23) in Q1 2025.
Hawaiian Electric expects 2026 O&M expense, excluding pension, to significantly outpace inflation, and the first of four $479 million settlement payments was issued in April.
Effective June 1, Scott Seu becomes CEO of HEI and Hawaiian Electric, and Shelee Kimura becomes President of both companies.
HealthEquity disclosed that on May 5, 2026, six executives, including CEO Scott Cutler and CFO James Lucania, signed amendments to their employment agreements that enlarge severance payments and benefits. The changes add target cash bonus payments to severance, and for Cutler, a higher bonus multiple and longer salary continuation after a change in control. The filing also describes new equity vesting terms for awards granted after March 25, 2026.
On May 5, 2026, six executives signed amendments to their employment agreements providing enhanced severance.
Upon a termination without cause or resignation for good reason, Cutler's severance includes 12 months of base salary plus his target cash bonus; after a change in control it is 150% of target bonus plus 18 months of base salary.
Other executives receive 12 months of base salary plus target cash bonus if terminated on or within 18 months after a change in control.
Full amendment text and award agreements will be filed with the next Form 10-Q.
Sonic Automotive's Compensation Committee approved performance-based restricted stock unit grants to three executive officers, effective May 6, 2026. The awards are tied to the company's adjusted earnings per share for 2026 and vest in installments through February 2029, so they align executive pay with future per-share results.
Grants: David Bruton Smith 69,872 units; Jeff Dyke 38,175 units; Heath R. Byrd 26,183 units
Awards are subject to forfeiture based on achievement of defined adjusted EPS measures for calendar year 2026
Vesting: 25% on March 31, 2027; 30% on February 11, 2028; 45% on February 11, 2029, subject to the performance condition
Cryo-Cell International received written notice on May 6, 2026 that NYSE Regulation accepted its plan to regain compliance with NYSE American continued listing standards. The company's common stock will keep trading on NYSE American during a plan period ending September 9, 2027, but the company says it cannot assure it will regain compliance by then, and NYSE American may begin delisting proceedings if it does not.
NYSE Regulation accepted the compliance plan the company submitted on April 8, 2026, and granted a plan period through September 9, 2027.
The deficiencies cited are a stockholders' deficit as of November 30, 2025, and net losses in two of the three most recent fiscal years.
Common stock continues to be listed and traded on NYSE American, subject to the plan's initiatives and periodic review.
If the company fails to regain compliance by the deadline or make progress under the plan, NYSE American may initiate delisting proceedings.
Investcorp Credit Management BDC's subsidiary signed a sixth amendment on May 6, 2026 to its revolving loan agreement with Capital One, National Association, as administrative agent. The amendment reduces the facility size from $100 million to $50 million, with other terms described only in the exhibit. For shareholders, the filing shows a smaller available borrowing capacity under this facility, while the filing does not state a reason for the change.
Amendment dated May 6, 2026 to the Loan, Security and Collateral Management Agreement originally dated August 23, 2021
Facility size decreased from $100 million to $50 million
Capital One, National Association is administrative agent; Wells Fargo Bank, National Association is collateral custodian
Full terms are in Exhibit 10.1, which the filing incorporates by reference
At its May 7, 2026 annual meeting, Valero stockholders re-elected all 10 director nominees, approved the advisory vote on 2025 executive compensation with 92.23% of votes cast for, and ratified KPMG LLP as auditor for 2026. Separately, Senior Vice President Eric A. Fisher told the company he intends to retire on or about July 1, 2026, as part of a succession plan.
Fisher, Senior Vice President Product Supply, Trading and Wholesale, plans to retire on or about July 1, 2026, and will help transition his duties internally.
Each re-elected director received more than 50% support; Deborah P. Majoras had the lowest, at 94.59% of votes cast.
Say-on-pay proposal received 92.23% for; KPMG ratification received 96.54% for.
Non-employee directors received stock unit awards valued at $200,000, vesting at the 2027 annual meeting with a one-year holding period.
AZZ Inc. entered into a Seventh Amendment to its existing credit agreement with Wells Fargo Bank, N.A., as administrative agent, on May 7, 2026. The amendment replaces the revolving credit commitments with extended commitments maturing May 7, 2029, and lowers interest rate margins, commitment fees and letter of credit fees, which would reduce the company's borrowing costs under the facility.
Revolving credit commitments replaced with extended commitments maturing May 7, 2029
Revolving loan interest margins lowered from 175-275 basis points to 125-225 basis points, subject to leverage ratio step-downs
Commitment fees reduced from 20-30 basis points to 15-25 basis points; letter of credit fees reduced from 175-275 basis points to 125-225 basis points
Two Brady Corporation board members, Deidre E. Cusack and Anne De Greef-Safft, notified the company on May 6, 2026 that they are resigning from the Board of Directors effective May 8, 2026. The filing gives no reason for the resignations and does not name replacements.
Deidre E. Cusack resigned from the Board effective May 8, 2026; she sat on the Technology Committee.
Anne De Greef-Safft resigned from the Board effective May 8, 2026; she sat on the Audit Committee.
Resignation notices were given May 6, 2026; the filing does not state reasons or name successors.
At its May 7, 2026 annual meeting, Advanced Energy stockholders approved an amendment that raises the share pool under its 2023 Omnibus Incentive Plan from 2,400,000 to 4,900,000 shares and extends the plan to May 7, 2036. They also approved doubling authorized common stock from 70,000,000 to 140,000,000 shares, effective the same day, and elected all ten director nominees. The filing does not state the number of new shares that will be issued under these changes.
Equity plan share authorization rises from 2,400,000 to 4,900,000 shares; termination date extended from April 27, 2033 to May 7, 2036
Authorized common stock increases from 70,000,000 to 140,000,000 shares, effective upon filing May 7, 2026
Equity plan approved with 26,784,160 votes for and 7,379,970 against
All ten director nominees elected, with individual votes for ranging from 33,037,148 to 34,150,102
NHC reported first-quarter 2026 net operating revenues of $381.8 million, up 2.2% from $373.7 million a year earlier. GAAP net income attributable to the company rose to $35.9 million, or $2.27 per diluted share, from $32.2 million, or $2.07, and adjusted diluted EPS was $1.91 versus $1.59. The filing also shows dividends declared of $0.64 per share, up from $0.61.
Net operating revenues were $381.8 million for the quarter ended March 31, 2026, compared with $373.7 million a year earlier.
GAAP net income attributable to NHC was $35.9 million, compared with $32.2 million; GAAP diluted EPS was $2.27 versus $2.07.
Adjusted net income, which excludes unrealized gains on marketable equity securities and other non-GAAP items, was $30.1 million, up 21.1% from $24.8 million.
Dividends declared were $0.64 per common share, compared with $0.61 a year earlier.
AMETEK said its Board appointed Nick L. Stanage as an independent director effective May 7, 2026, filling a Class III seat until the 2027 Annual Meeting. The filing notes he is the former Chairman and CEO of Hexcel Corporation, and that his director pay will be prorated for 2026.
Appointed effective May 7, 2026 as a Class III Director, serving until the 2027 Annual Meeting
Non-employee director pay includes a $120,000 annual basic retainer and an annual equity award with a $210,000 target value, both prorated for Mr. Stanage in 2026
Previously Chairman and CEO of Hexcel Corporation; announced in a press release dated May 8, 2026
Construction Partners reported fiscal second-quarter 2026 results for the period ended March 31, 2026, with revenue of $769.2 million, up 34.5% from a year earlier, and diluted EPS of $0.16 versus $0.08. The company raised its fiscal 2026 outlook, now projecting revenue of $3.590 billion to $3.650 billion and net income of $159.0 million to $162.0 million. Both headline measures improved and guidance was raised, though the company's adjusted figures are non-GAAP measures.
Revenue was $769.2 million versus $571.7 million a year earlier; gross profit was $98.9 million versus $71.4 million.
Net income was $9.2 million, or $0.16 diluted EPS, versus $4.2 million, or $0.08; Adjusted EBITDA was $93.3 million, up 34.6%.
Project backlog reached a record $3.14 billion at March 31, 2026, up from $2.84 billion at March 31, 2025.
FY2026 outlook raised: Adjusted EBITDA of $552.0 million to $564.0 million, including the expected contribution of the Four Star Paving acquisition.
Koppers said it has made a conditional decision to discontinue distillation and chemical manufacturing at its Stickney, Illinois, facility, affecting about 85 employees and subject to union bargaining. The company expects pre-tax charges of $227 million to $262 million through 2029, and it reported first quarter 2026 results alongside revised 2026 adjusted EBITDA and adjusted EPS guidance.
Stickney production expected to wind down by December 31, 2026; shift to Nyborg, Denmark tentatively targeted for Q4 2026
Pre-tax charges of $227 million to $262 million through 2029, including $170 million to $195 million non-cash and $57 million to $67 million cash
Q1 2026 net income of $7.1 million vs. a $13.9 million loss a year earlier; net sales of $455.3 million vs. $456.5 million; adjusted EPS of $0.57 vs. $0.71
2026 adjusted EBITDA guidance revised to $240 million to $260 million; adjusted EPS guidance of $3.80 to $4.60
At its May 6, 2026 annual meeting, F.N.B. shareholders elected all ten director nominees to serve until the 2027 Annual Meeting and approved the advisory vote on 2025 executive compensation and the ratification of Ernst & Young LLP as auditor for 2026. Separately, lead independent director William B. Campbell, a director since 1975, retired from the board effective May 6, 2026. The filing reports routine governance outcomes with broad shareholder support.
William B. Campbell, lead independent director and board member since 1975, retired effective May 6, 2026
All ten director nominees were elected; the lowest support was William J. Strimbu at 93.68% for, and Mary Jo Dively had the highest at 99.33%
Advisory say-on-pay resolution approved with 96.55% of votes cast in favor
Ernst & Young LLP ratified as independent registered public accounting firm for 2026 with 97.44% in favor
United-Guardian reported first quarter 2026 net sales of $2,872,222, up from $2,481,127 a year earlier, and net income of $818,902 ($0.18 per share), up from $560,895 ($0.12 per share). The company said the gain was driven by higher pharmaceutical and cosmetic ingredient sales, and also included $303,133 of settlement income from its contract manufacturer of Renacidin.
Net sales rose to $2,872,222 in Q1 2026 from $2,481,127 in Q1 2025.
Net income rose to $818,902 ($0.18 per share) from $560,895 ($0.12 per share).
Settlement income of $303,133 from the Renacidin contract manufacturer contributed to the quarter's results; income from operations was $642,449 versus $610,922.
Management said Ashland Specialty Ingredients' purchases rose 45% year over year after it worked through excess inventory.
CG Oncology reported a first-quarter 2026 net loss of $60.2 million, or $(0.71) per share, up from $34.5 million, or $(0.45) per share, a year earlier, while total revenues rose to $1.1 million from $52 thousand. The company says it expects to complete its BLA submission for HR BCG-unresponsive NMIBC in the fourth quarter of 2026, and it ended the quarter with about $1.1 billion in cash, cash equivalents and marketable securities.
Net loss was $60.2 million, or $(0.71) per share, versus $34.5 million, or $(0.45) per share, in Q1 2025.
Total revenues were $1.1 million versus $52 thousand; R&D expenses rose to $43.7 million from $27.5 million.
Cash, cash equivalents and marketable securities were $1.1 billion at March 31, 2026, including about $391.4 million of net at-the-market facility proceeds in Q1.
BLA completion is expected in the fourth quarter of 2026, and PIVOT-006 Phase 3 topline data is anticipated in the first half of 2026.
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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.