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).
Shareholders of GP-Act III Acquisition Corp. approved extending the deadline for the company to complete a business combination from May 13, 2026 to November 13, 2026, and a related amendment to extend the trust account liquidation date. Holders of 19,776,272 Class A ordinary shares redeemed for approximately $215.4 million, leaving approximately $97.8 million in the trust account.
Extension and Trust Amendment approved at the Extraordinary General Meeting reconvened May 12, 2026: 23,799,592 votes for and 7,065,138 against each
Redemptions of 19,776,272 Class A ordinary shares at approximately $10.89 per share, totaling approximately $215,421,832
Approximately $97,750,320 remains in the trust account after redemptions
Non-Redemption Agreements cover 8,074,387 Class A shares; Sponsor HoldCo agreed to transfer 403,720 shares to those investors after a business combination closes
HF Sinclair terminated Executive Vice President and Chief Financial Officer Atanas Atanasov on May 13, 2026, effective immediately. Atanasov had been on leave since February 24, 2026, and Vivek Garg has served as acting CFO since that date, so the company is now moving from an interim arrangement to a termination.
Termination of Atanas Atanasov as EVP and Chief Financial Officer, effective May 13, 2026
Atanasov may receive severance under the Company's Severance Pay Plan if he meets its conditions
Atanasov on leave since February 24, 2026; Vivek Garg serving as acting CFO since that date
First Interstate BancSystem said its Executive Vice President and Chief Operations Officer, Kristina Robbins, was terminated without cause effective immediately on May 11, 2026, and moved into an Executive Advisor role reporting to CEO James Reuter. The CEO is expected to handle COO duties until a successor is named, which matters to shareholders because the company's operations leadership is changing and no permanent replacement has been named in the filing.
Kristina Robbins' COO employment was terminated without cause, effective May 11, 2026 (announced that day).
Robbins will serve as Executive Advisor to CEO James Reuter, expected to end August 1, 2026, unless ended earlier.
CEO James Reuter is expected to perform COO duties until a successor is appointed; the filing names no successor.
Robbins will keep her current compensation and benefits during the advisory period under a Transition and Separation Agreement dated May 11, 2026.
Prestige Consumer Healthcare agreed to acquire LaCorium Health, an Australian skin care business, for about $150 million in cash, subject to adjustments including indebtedness. The same day it reported fiscal 2026 results showing lower revenue and lower full-year diluted EPS, alongside fiscal 2027 outlook ranges for revenue and adjusted diluted EPS that are above fiscal 2026 levels.
Sale and Purchase Deed for about $150 million in cash; closing expected in the second quarter of fiscal 2027, and either party may terminate before October 1, 2026 for an uncured breach.
Q4 fiscal 2026 revenue was $281.6 million, down 5.0% from $296.5 million; Q4 diluted EPS was $1.13 versus $1.00.
Fiscal 2026 revenue was $1,088.7 million, down 4.3%; diluted EPS was $3.91 versus $4.29, and adjusted diluted EPS was $4.38 versus $4.52.
Fiscal 2027 outlook: revenue of $1,100 million to $1,121 million, adjusted diluted EPS of $4.42 to $4.51, and free cash flow of $250 million or more.
Allegiant Travel completed its acquisition of Sun Country Airlines on May 13, 2026, making Sun Country a wholly owned subsidiary. Each Sun Country share was converted into $4.10 in cash plus 0.1557 Allegiant shares. Allegiant expects about $140 million in annual synergies within three years of closing and says the deal should be accretive to earnings per share in the first full year after closing.
Acquisition closed May 13, 2026; Sun Country common stock has ceased trading on NASDAQ.
Each Sun Country share converted into $4.10 in cash and 0.1557 Allegiant common shares.
Allegiant's board expanded from eight to eleven directors; Jude Bricker, Jennifer Vogel and Thomas Kennedy joined.
Allegiant expects about $140 million in annual synergies within three years following closing and integration.
Investcorp Credit Management BDC reported a net decrease in net assets from operations of $8.6 million, or $0.60 per share, for the quarter ended March 31, 2026, compared with a net increase of $2.2 million, or $0.15 per share, a year earlier. Net asset value per share fell to $3.65 from $4.25 at December 31, 2025, and no distribution was paid, versus $0.12 per share in the prior-year quarter.
Net decrease in net assets from operations was $8.6 million ($0.60 per share), versus a net increase of $2.2 million ($0.15 per share) in the same quarter of 2025.
Net asset value per share fell $0.60 to $3.65; total net assets were $52.7 million, down from $61.3 million at December 31, 2025.
Net investment income before taxes was $0.3 million ($0.02 per share), compared with $0.7 million a year earlier; distributions paid were $0.00 per share.
On March 30, 2026, the company refinanced its 4.875% Notes with new unsecured notes from an affiliate of its investment adviser, bearing SOFR plus 5.5% and maturing July 1, 2029; the Capital One revolving facility was cut from $100 million
Marchex reported first-quarter 2026 revenue of $10.6 million, down from $11.4 million a year earlier, while its net loss narrowed to $1.7 million from $2.0 million. The company raised its second-quarter 2026 Adjusted EBITDA guidance to $1.6 million to $1.8 million, up from prior guidance of more than $1 million, and said the proposed Archenia acquisition is expected to close in July 2026 if stockholders approve it.
Q1 2026 revenue was $10.6 million versus $11.4 million in Q1 2025.
Net loss was $1.7 million, or $(0.04) per diluted share, versus $2.0 million, or $(0.05), a year earlier.
Q2 2026 Adjusted EBITDA is now expected to be $1.6 million to $1.8 million, up from prior guidance of more than $1 million.
Marchex signed a Stock Purchase Agreement on May 8, 2026 to acquire 100% of Archenia, Inc.; closing is expected in July 2026, subject to majority approval by disinterested stockholders.
Acadia Realty Trust reported first-quarter 2026 results and raised its full-year 2026 guidance for FFO As Adjusted to $1.22-$1.26 per share from $1.21-$1.25. Net income attributable to Acadia shareholders was $30.5 million, compared with $1.6 million a year earlier, though NAREIT FFO per share fell to $0.26 from $0.34. The company also corrected several figures in the supplemental report and reported that all eight trustee nominees were elected at its May 13 annual meeting.
Q1 2026 FFO As Adjusted per diluted share was $0.30, up from $0.27 in Q1 2025; NAREIT FFO per diluted share was $0.26, down from $0.34.
2026 guidance raised: FFO As Adjusted to $1.22-$1.26 from $1.21-$1.25; net earnings per share to $0.37-$0.39 from $0.24-$0.26.
Net income attributable to Acadia shareholders was $30.5 million, versus $1.6 million, with a $142.1 million consolidated gain on disposition of properties in the quarter.
At the May 13, 2026 annual meeting, all eight trustees were elected and the non-binding advisory vote on executive compensation received 117,956,235 votes for and 6,293,624 against.
The Hanover Insurance Group's board terminated its prior share repurchase program, which had about $63 million remaining, and approved a new authorization of up to $700 million in buybacks with no time limit. The company also named Patricia A. Norton-Gatto as principal accounting officer, replacing CFO Jeffrey M. Farber in that role, and shareholders re-elected eight directors at the May 12, 2026 annual meeting.
New share repurchase authorization of up to $700 million, with no time limit and no obligation to repurchase shares
Prior program, initially approved in December 2018, had about $63 million remaining and was terminated on May 13, 2026
Patricia A. Norton-Gatto, Senior Vice President and Corporate Controller, became principal accounting officer effective May 13, 2026
At the May 12, 2026 annual meeting, all eight directors were elected; Joseph R. Ramrath received 933,965 votes against
Cisco reported fiscal third quarter 2026 revenue of $15.8 billion, up 12% year over year, with GAAP net income of $3.4 billion, up 35%, and non-GAAP EPS of $1.06, up 10%. The company also announced a restructuring plan with pre-tax charges of up to $1 billion, mostly cash-based, which shareholders should weigh against the growth figures and the fourth-quarter and full-year guidance.
Q3 fiscal 2026 revenue was $15.8 billion, up 12%; GAAP EPS was $0.85, up 37%; non-GAAP EPS was $1.06, up 10%.
Q4 fiscal 2026 guidance: revenue of $16.7 billion to $16.9 billion and non-GAAP EPS of $1.16 to $1.18.
FY 2026 guidance: revenue of $62.8 billion to $63.0 billion and non-GAAP EPS of $4.27 to $4.29.
Restructuring plan: pre-tax charges of up to $1 billion, with about $450 million expected in Q4 fiscal 2026 and the remainder in fiscal 2027.
Doximity reported fiscal fourth-quarter 2026 revenue of $145.4 million, up 5%, but GAAP net income fell to $19.1 million from $62.5 million and adjusted EBITDA declined 6%. The company also gave fiscal 2027 revenue guidance of $664 million to $676 million and named Matthew Sonefeldt as chief financial officer and Steven L. Zatz, M.D. as president, both effective May 13, 2026.
Q4 revenue $145.4 million vs. $138.3 million; net income $19.1 million vs. $62.5 million; diluted EPS $0.10 vs. $0.31
Q4 adjusted EBITDA $65.8 million vs. $69.7 million; full-year fiscal 2026 revenue $644.9 million, up 13%
Fiscal 2027 guidance: revenue $664 million to $676 million; adjusted EBITDA $323 million to $335 million; fiscal Q1 revenue $151 million to $152 million
Matthew Sonefeldt becomes principal financial officer June 8, 2026; Siddharth Sitaram serves as interim PFO through June 7, 2026
Grocery Outlet reported a first-quarter fiscal 2026 net loss of $180.3 million, or $(1.83) per diluted share, compared with a net loss of $23.3 million, or $(0.24), a year earlier. The loss reflects a $158.0 million non-cash goodwill impairment, while net sales rose 3.6% to $1.17 billion, and the company reaffirmed its fiscal 2026 guidance. For shareholders, sales growth was offset by a sharp decline in profit and a much larger per-share loss.
Net sales rose 3.6% to $1.17 billion, but comparable store sales declined 1.0%.
Net loss was $180.3 million, or $(1.83) per diluted share, versus $23.3 million, or $(0.24), a year earlier, including the $158.0 million goodwill impairment.
Adjusted EBITDA was $43.1 million, or 3.7% of net sales, compared with $51.9 million, or 4.6%, last year.
Fiscal 2026 guidance was reaffirmed, including adjusted EBITDA of $220 million to $235 million and diluted adjusted EPS of $0.45 to $0.55.
STAAR Surgical reported first-quarter 2026 results for the period ended April 3, 2026, with net sales of $93.5 million, up 119.6% from a year earlier, and net income of $5.2 million, or $0.10 per diluted share, compared with a net loss of $54.2 million a year earlier. Net sales excluding China rose 6.0% to $46.1 million, and the company reported no outstanding debt as of April 3, 2026.
Net sales of $93.5 million, up 119.6% from $42.6 million in the first quarter of 2025, primarily reflecting China
Gross margin of 73.6% compared with 65.8% a year earlier
Adjusted EBITDA of $24.4 million, or $0.48 per diluted share, compared with a $26.3 million loss a year earlier
Cash and investments available for sale of $163.9 million at April 3, 2026; net cash used in operating activities was $21.7 million
Xtant Medical reported first-quarter 2026 revenue of $20.9 million, down from $32.9 million a year earlier, and a net loss of $3.1 million, compared with net income of $58,000. The company raised its full-year 2026 revenue guidance to $101 million to $105 million from $95 million to $99 million, citing its exclusive U.S. distribution agreement for Dilon Technologies' HEMOBLAST Bellows product. Revenue and profit declined while guidance rose, so the results point in mixed directions for shareholders.
Q1 2026 revenue was $20.9 million versus $32.9 million in Q1 2025, mainly due to the Companion Spine asset sale and 2025 license revenue that did not repeat.
Q1 2026 net loss was $3.1 million versus net income of $58,000; non-GAAP adjusted EBITDA was a loss of $1.6 million versus positive $3.0 million.
2026 revenue guidance raised to $101 million to $105 million from $95 million to $99 million, tied to the Dilon Technologies HEMOBLAST Bellows agreement.
Total indebtedness fell $13.3 million in Q1 2026; cash and cash equivalents were $12.2 million as of March 31, 2026.
Upstream Bio reported a first-quarter 2026 net loss of $40.6 million, up from $27.3 million a year earlier, as research and development spending rose to $36.6 million. The company also said it will cap enrollment in its Phase 2 COPD trial and now expects data in the second half of 2027, while cash and short-term investments of $294.6 million are expected to fund operations through 2027.
Net loss was $40.6 million for the quarter ended March 31, 2026, compared with $27.3 million a year earlier.
Research and development expenses rose to $36.6 million from $25.8 million, driven by verekitug clinical and manufacturing costs.
Collaboration revenue was $1.0 million, compared with $0.6 million a year earlier.
Enrollment in the Phase 2 VENTURE COPD trial will be capped, with data now expected in the second half of 2027; Phase 3 starts in severe asthma and CRSwNP are expected in Q1 2027.
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.