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).
Ventas amended its at-the-market stock sale agreement, making $3.0 billion of common stock available for issuance, excluding shares sold before the amendment. That capacity could add shares outstanding, though the filing does not say any shares have been sold under it. At its May 13, 2026 annual meeting, shareholders elected all 12 director nominees, approved executive pay in an advisory vote, and ratified KPMG LLP as auditor for 2026.
Amendment No. 3, dated May 15, 2026, sets the aggregate gross sales price of common stock available under the sales agreement at $3,000,000,000.
At the May 13, 2026 annual meeting, 444,592,209 shares, or 93.50%, were represented.
Advisory say-on-pay vote: 392,256,709 votes for and 35,413,128 against; KPMG LLP ratified with 437,540,505 votes for.
Peter J. Bulgarelli, Executive Vice President, Outpatient Medical & Research, retired May 1, 2026; his separation agreement provides a prorated 2026 bonus based on target performance.
IDACORP entered into an equity distribution agreement on May 15, 2026, allowing it to sell up to $600 million of common stock from time to time, including shares tied to forward sale agreements. The company has no obligation to sell any shares, and it will not initially receive proceeds from borrowed shares sold by forward sellers.
Aggregate gross sale price of up to $600 million, including shares that may be sold under forward sale agreements.
Commission of up to 1.000% of sales price paid to each Manager, and up to 1.000% to each Forward Seller through a reduced forward sale price.
Proceeds from forward sales are expected only on physical settlement of seven Master Forward Sale Confirmations, each dated May 15, 2026.
Shares will be issued under an automatic shelf registration statement filed February 21, 2025 (File No. 333-285140) and a prospectus supplement dated May 15, 2026.
On May 14, 2026, NVR's Compensation Committee approved stock option grants to four executive officers, with Chairman Paul Saville and CEO Eugene Bredow each receiving 5,238 options. Half of each award vests on December 31, 2028 based on continued employment, and the other half also depends on NVR's return on capital from 2026 through 2028. The grants are routine compensation actions tied partly to performance.
Grant date May 14, 2026; exercise price $5,720.10 per share, the prior day's closing price
Paul C. Saville (Executive Chairman) and Eugene J. Bredow (President and CEO) each received 5,238 options
Daniel D. Malzahn (CFO) received 2,670 options and Matthew B. Kelpy (Chief Accounting Officer) received 544 options
Performance-based half vests based on NVR return on capital during 2026 through 2028
CenterPoint Energy entered into an Equity Distribution Agreement on May 15, 2026, allowing it to sell up to $1 billion of common stock through a group of managers and forward purchasers, with sales at its discretion through May 15, 2029. The agreement replaces a prior at-the-market program dated January 10, 2024, which had about $84.9 million unsold at termination, and it could add new shares outstanding, which would dilute existing shareholders.
Equity Distribution Agreement dated May 15, 2026 covers up to $1,000,000,000 in common stock sales, including through forward sale agreements.
Managers and forward sellers receive commissions of up to 1% of gross sales prices.
Prior at-the-market program dated January 10, 2024, was terminated with about $84.9 million unsold.
Net proceeds are expected to fund general corporate purposes, including capital expenditures and repayment of commercial paper borrowings; the company has no obligation to sell any shares.
Hubbell entered a Term Loan Agreement on May 15, 2026, allowing it to borrow up to $900 million on an unsecured basis. The proceeds are to finance the NSI Acquisition, repay certain existing NSI debt, and cover related fees and expenses. The loan adds debt for shareholders to weigh, and funding depends on the NSI Acquisition closing.
Borrowing capacity of up to $900 million, available in a single draw on the NSI Acquisition closing date
Loans are due on the third anniversary of the borrowing date and bear interest at Alternate Base Rate or Term SOFR plus a margin based on Hubbell's credit ratings
Financial covenant requires total indebtedness to total capitalization of no more than 65% at each fiscal quarter-end
Default triggers include other debt acceleration above $100 million and a change of control of Hubbell
U.S. Gold Corp. finalized a Technical Report Summary on May 13, 2026, detailing the results of a feasibility study for its CK Gold Project in Wyoming, with an effective date of March 30, 2026. The report was prepared by the company and Micon International Limited under Subpart 1300 of Regulation S-K and is furnished as Exhibit 96.1 under Regulation FD, so it is not deemed filed for Section 18 purposes. The excerpt provided does not state the study's economic results, so shareholders will need the full exhibit to assess its findings.
Technical Report Summary finalized May 13, 2026, effective as of March 30, 2026
Prepared by U.S. Gold Corp. and Micon International Limited under S-K 1300
Project is located in Laramie County, Wyoming, about 20 miles west of Cheyenne
Furnished as Exhibit 96.1 under Regulation FD and not deemed filed under Section 18
Vuzix reported first-quarter 2026 results for the three months ended March 31, 2026, with total sales down 12% to $1.4 million as lower M400 smart glasses unit sales reduced product revenue. The net loss attributable to common shareholders narrowed to $7.1 million, or $0.09 per share, from $8.6 million, or $0.11 per share, mainly because general and administrative expense fell on a $1.7 million decline in non-cash stock-based compensation. Revenue and gross loss moved in opposite directions to the bottom line, and operating cash outflow widened to $5.6 million.
Total sales were $1.4 million versus $1.6 million a year earlier, down 12%, driven by lower product sales.
Net loss attributable to common shareholders was $7.1 million, or $0.09 per share, compared with $8.6 million, or $0.11 per share.
Gross loss widened to $0.4 million from $0.3 million; general and administrative expense fell to $2.1 million from $4.0 million.
Cash used in operating activities was $5.6 million versus $3.5 million in the prior-year period.
On May 15, 2026, Viking Acquisition Corp. I, NorthStar Earth and Space Inc. and NewCo signed Amendment No. 1 to their April 16, 2026 Business Combination Agreement. The amendment changes the sequencing and mechanics of the transaction, including that Viking's public shares will be redeemed before Viking continues from the Cayman Islands to Canada and before Closing, and it clarifies the intended U.S. and Canadian tax treatment.
Original Business Combination Agreement signed April 16, 2026
Amendment No. 1 signed May 15, 2026 revises transaction steps, share and warrant conversions, and equity exchanges
Public shares of Viking to be redeemed before Viking's continuation to Canada and before Closing
Amendment filed as Exhibit 2.1; the filing does not state deal value or redemption amounts
Novanta entered into a Second Amendment to its Fourth Amended and Restated Credit Agreement with Bank of America, N.A. as administrative agent. The amendment establishes $200.0 million of delayed draw term loan commitments that the company can borrow against for up to six months, with maturity on June 27, 2030. The filing gives no use of proceeds, so the effect on shareholders depends on whether and how the company draws the loans.
Second Amendment dated May 15, 2026 amends the credit agreement originally dated June 27, 2025
$200.0 million of delayed draw term loan commitments, available for up to six months after May 15, 2026
Loans mature June 27, 2030; interest is tied to the company's consolidated leverage ratio, with a commitment fee on undrawn amounts
Amortization begins on or around the last business day of the fiscal quarter ending September 25, 2026
Reading International reported first-quarter 2026 revenue of $45.1 million, up 12% from a year earlier, and a narrower operating loss of $3.6 million. The net loss attributable to the company widened to $8.1 million, or $0.36 per share, from $4.8 million, or $0.21 per share, because the year-earlier quarter included a $6.6 million gain on a property sale. Management said it is working to sell its Cinemas 1, 2, 3 building in New York City and is under contract to sell its Napier property in New Zealand.
Total revenue was $45.1 million, up 12% from $40.2 million in Q1 2025, with cinema revenue up 14% to $41.5 million.
Operating loss narrowed to $3.6 million from $6.9 million; EBITDA was negative $0.8 million versus positive $2.9 million a year earlier.
Net loss attributable to Reading International was $8.1 million ($0.36 per share), compared with $4.8 million ($0.21 per share) in Q1 2025.
As of March 31, 2026, cash and cash equivalents were $5.5 million and total gross debt was $184.6 million.
Kentucky American Water, a wholly owned subsidiary, filed a request with the Kentucky Public Service Commission on May 15, 2026 seeking $17.7 million in aggregate annualized incremental revenue, with interim rates proposed from December 16, 2026 and subject to refund. The request is driven mainly by about $108 million of capital to be invested in 2027, and the rate case is expected to conclude by the end of the first quarter of 2027. At the May 13, 2026 annual meeting, shareholders also elected all 10 director nominees and approved several compensation plan and charter amendments.
Requested incremental revenue of $17.7 million, based on a proposed 10.75% return on equity and a 52.29% common equity component.
Interim rates proposed to begin December 16, 2026, subject to refund; the general rate case is expected to be completed by the end of Q1 2027.
At the May 13, 2026 annual meeting, all 10 director nominees were elected, with 177,886,133 shares (91.1%) represented.
Officer exculpation charter amendment took effect May 14, 2026; amended equity and employee stock purchase plans are effective January 1 and February 5, 2027.
Tigo Energy and its subsidiary Tigo Energy AI received a $2.75 million payment on May 14, 2026, under a December 16, 2025 agreement to sell certain patents to Tigo Energy Innovations LLC. The company said net proceeds after expenses were approximately $583,000, and this follows a $15 million initial payment at the first closing.
Payment of $2.75 million received on May 14, 2026, after the seller satisfied specified conditions
Net proceeds to the seller were approximately $583,000 after repayment of expenses
The agreement's additional payment range was $2.75 million to $2.95 million, with a $15 million initial payment at the first closing
Broadridge Financial Solutions closed its offering of $500 million of 5.750% senior notes, issued May 15, 2026 and maturing May 15, 2036. The company plans to use the net proceeds, together with cash on hand, to repay its outstanding 3.400% senior notes due 2026, so the filing mainly reflects a refinancing that adds long-term debt.
$500 million aggregate principal of 5.750% senior notes issued May 15, 2026, maturing May 15, 2036
Interest payable in cash on May 15 and November 15 each year, beginning November 15, 2026
Net proceeds plus cash on hand to be used to repay the 3.400% senior notes due 2026
Notes are unsecured, not guaranteed by subsidiaries, and carry a 101% change-of-control repurchase offer
Dana reported first-quarter 2026 results in an 8-K furnished with Exhibit 99.1. Net sales rose to $1,868 million from $1,781 million, and adjusted EBITDA rose to $171 million from $93 million. Reported net income attributable to the parent company was $1,087 million, or $9.89 per diluted share, driven mainly by $1,106 million of income from discontinued operations, while the net loss from continuing operations narrowed to $15 million.
Net sales of $1,868 million for the three months ended March 31, 2026, versus $1,781 million a year earlier
Adjusted EBITDA of $171 million versus $93 million; Light Vehicle $112 million and Commercial Vehicle $63 million
Diluted adjusted EPS of $0.14 versus a loss of $0.27; GAAP diluted EPS of $9.89 versus $0.17, including $1,106 million from discontinued operations
Adjusted free cash flow was negative $195 million, compared with negative $101 million a year earlier
Cerebras Systems Inc. completed its initial public offering of Class A common stock on May 15, 2026, selling 34,500,000 shares at $185.00 per share, including the underwriters' full option of 4,500,000 additional shares. The company also adopted amended and restated charter and bylaws that took effect at the IPO closing, which shareholders can review in the filing's exhibits and in the prospectus.
IPO priced at $185.00 per share; 34,500,000 shares sold, including 4,500,000 from the underwriters' full option.
Gross proceeds to the company were $6.4 billion, before underwriting discounts and estimated offering expenses.
Amended and restated certificate of incorporation was filed with Delaware on May 15, 2026; bylaws took effect at closing.
Final prospectus is dated May 13, 2026; the registration statement on Form S-1 was filed May 14, 2026.
EagleNXT, the trade name of AgEagle Aerial Systems, issued a shareholder update reporting progress on U.S. Army awards, its Allen, Texas production facility, and its ThirdEye USA counter-drone joint venture. The update reports no second quarter revenue or profit figures, and it says first quarter 2026 order volume and revenue were hurt by government procurement delays. Management expects revenue to normalize and grow by the end of the third quarter of 2026.
Three U.S. Army awards announced March 19, April 6 and April 16, 2026, including nine eBee VISION kits for Fort Irwin and 15 eBee VISION systems for a unit in Europe
On April 14, 2026, the company announced a $10 million investment in Israel's ThirdEye Systems Ltd. and a 51% controlling interest in ThirdEye USA, LLC
First quarter 2026 revenue was hit by government shutdown and budget delays; the prior-year period included about $1.2 million from the second half of the Flying Eye order
Management expects revenue to normalize and grow by the end of the third quarter of 2026 and will provide first quarter 2026 detail in its upcoming earnings release
At its May 13, 2026 annual general meeting, Everest Group shareholders elected all 11 director nominees, appointed KPMG as auditor for 2026, approved a non-binding advisory vote on 2025 executive pay, and approved an amendment to the 2020 Stock Incentive Plan. The plan amendment increases the number of common shares available for delivery under the plan by 812,000 shares, which affects potential future share issuance to employees and officers.
Plan amendment adds 812,000 common shares available for delivery under the 2020 Stock Incentive Plan.
KPMG appointed as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 39,914,892 votes for.
Non-binding say-on-pay vote on 2025 executive compensation: 35,258,009 for and 3,086,503 against.
Of 40,021,446 shares represented, each of the 11 director nominees received more votes for than against; John Amore had the most against votes at 4,006,981.
On May 15, 2026, BGC Group entered into a Third Amended and Restated Credit Agreement with Bank of America, N.A. as administrative agent, providing a $700 million unsecured revolving credit facility that can be increased to $900 million and extends maturity to May 15, 2030. The filing says $240 million of existing borrowings remain outstanding under the new facility, and the company plans to use borrowings for general corporate purposes.
Facility size: $700 million unsecured revolver, expandable to $900 million subject to conditions
Maturity extended to May 15, 2030
Initial margin of 1.875% over Term SOFR; Term SOFR-based rate would have been about 5.48% at May 15, 2026 close
Covenants on net worth and net excess capital raised; $240 million of borrowings carried over
Binah Capital Group reported first-quarter 2026 results, with GAAP net income rising 84% to $1.9 million and diluted EPS of $0.09, up from $0.04, while total revenue was roughly flat at $48.7 million versus $48.9 million. The company said advisory and brokerage assets grew 12.9% year over year to $29.0 billion, and it promoted Christopher Motta to President of World Equity Group, a subsidiary.
GAAP net income of $1.9 million, up from $1.0 million in Q1 2025
Total revenue of $48.7 million, compared with $48.9 million a year earlier
Diluted EPS of $0.09, compared with $0.04 in the prior-year quarter
Assets under management reached $29.0 billion as of March 31, 2026, up 12.9% year over year
At its May 14, 2026 annual meeting, Safehold shareholders approved an amendment adding 3,000,000 shares to the 2009 Long-Term Incentive Plan, raising the pool available for grants from 481,936 to 3,481,936 shares. Shareholders also elected five directors, ratified Deloitte & Touche LLP as auditor for fiscal 2026, and approved the non-binding say-on-pay vote on executive compensation.
The LTIP amendment passed with 51,930,524 votes for and 5,442,192 against.
Say-on-pay was approved with 52,785,014 votes for and 4,626,664 against.
Deloitte & Touche LLP was ratified for the fiscal year ending December 31, 2026, with 61,679,849 votes for and 317,557 against.
Five directors were elected to serve until the 2027 Annual Meeting; the filing does not state a change in board composition.
AMD entered a new five-year, $5.0 billion unsecured revolving credit facility with JPMorgan Chase Bank as administrative agent, replacing its existing facility, and it raised the cap on its commercial paper program to $5.5 billion from $3.0 billion. No borrowings were outstanding under the revolving facility at signing. Stockholders also approved an equity plan increase of 65 million shares at the May 13 annual meeting.
Five-year, $5.0 billion unsecured revolving credit facility dated May 14, 2026, with no borrowings outstanding at signing
Commercial paper program maximum raised to $5.5 billion from $3.0 billion; notes may mature in up to 397 days
Stockholders approved a 65 million share increase to the 2023 Equity Incentive Plan, bringing the total to 153 million shares
Shareholder proposal to lower the ownership threshold for calling a special meeting was not approved, with 624 million votes against
At its May 13, 2026 annual meeting, Enphase Energy director nominee Benjamin Kortlang was elected by plurality but did not receive a majority of votes cast, with 36,219,753 votes for and 47,578,342 withheld. The Board, without Mr. Kortlang, will decide his status, and the company must disclose the decision within 90 days; stockholders also approved adding 2,000,000 shares to the 2021 Equity Incentive Plan.
Benjamin Kortlang: 36,219,753 votes for, 47,578,342 withheld; elected by plurality only
Board decision and rationale to be disclosed in a Form 8-K within 90 days of the May 13, 2026 meeting
2021 Equity Incentive Plan amended to add 2,000,000 shares; approved with 65,817,412 votes for and 17,853,291 against
Jamie Haenggi and Richard Mora also elected; 104,505,305 of 131,783,945 record-date shares were represented
At its May 12, 2026 annual meeting, Centene's shareholders re-elected all nine director nominees to one-year terms, approved the non-binding executive compensation vote, and ratified KPMG LLP as auditor for 2026. A shareholder proposal for an independent board chairman was not approved. The company also named its executive officers, including CEO Sarah London and CFO Drew Asher, in a related Item 5.02 filing.
All nine directors were elected for one-year terms; Jessica L. Blume received the most against votes, at 51,797,084.
Executive compensation was approved in a non-binding advisory vote, with 349,896,589 for and 31,993,126 against.
The independent board chairman proposal failed, with 72,839,667 for and 308,562,931 against.
Executive officers named on May 12, 2026 include Sarah London (CEO), Drew Asher (CFO), Daniel Finke and Michael Carson (Group Presidents).
Roman DBDR Acquisition Corp. II reported two leadership changes: director Michael Woods resigned on May 11, 2026, and the board appointed Hunter C. Gary as an independent director and Compensation Committee member the same day. The company also said CTO Donald G. Basile resigned on May 14, 2026, and Al Basseri was named his successor effective that day. The company says the changes come as it prepares to complete its proposed business combination with ThomasLloyd Climate Solutions B.V.
Michael Woods resigned as a director on May 11, 2026, effective immediately.
Hunter C. Gary was appointed an independent director and Compensation Committee member on May 11, 2026. He will receive an indirect interest in the founder shares through membership interests in the sponsor.
Dr. Donald G. Basile resigned as Chief Technology Officer on May 14, 2026. Al Basseri was appointed CTO effective May 14, 2026.
The company issued a press release on May 15, 2026, tying the appointments to its proposed business combination with ThomasLloyd Climate Solutions B.V.
ServiceNow completed a $4 billion offering of senior notes in five tranches maturing between 2028 and 2056, issued under an existing shelf registration. The filing adds debt of that size to the company's obligations, and it does not state how the proceeds will be used.
Five tranches: $750 million due 2028 at 4.250%, $600 million due 2031 at 4.700%, $650 million due 2033 at 5.050%, $1.25 billion due 2036 at 5.400%, and $750 million due 2056 at 6.300%
Underwriting Agreement dated May 12, 2026 with Barclays Capital, Citigroup Global Markets, J.P. Morgan Securities and Wells Fargo Securities as representatives
Indenture with U.S. Bank Trust Company, National Association, as trustee, dated May 15, 2026
Skadden, Arps, Slate, Meagher & Flom LLP issued a legality opinion on the notes
CRH appointed Aylwyn Bryan as Chief Financial Officer effective May 12, 2026, replacing Nancy Buese, who stepped down by mutual agreement on May 11, 2026. Bryan has spent 14 years at CRH, most recently as CFO of its Americas Division, and the filing states Buese's departure was not due to any disagreement with the company.
Aylwyn Bryan appointed CFO effective May 12, 2026; he is 47 and has served CRH for 14 years
Bryan's employment agreement sets a base salary of $850,000 and a target bonus of 100% of salary, with a maximum of 200%
Bryan receives an additional long-term equity award of $1,563,000 in connection with his appointment
Nancy Buese remains a non-executive employee through August 11, 2026 and is entitled to separation payments subject to a release of claims
NHC's subsidiary NHC/OP, L.P. agreed on May 14, 2026 to buy the land, buildings and other specified assets of five skilled nursing facilities (four in Tennessee, one in South Carolina) from National Health Corporation, an ESOP-owned affiliate that serves as NHC's administrative services contractor and holds about 6.6% of NHC's common stock. The closing is subject to financing Buyer determines it needs, government approval of operating license transfers, and other conditions, and there is no assurance the deal will close as described. The management agreements that NHC subsidiaries have with the seller will terminate at closing.
Purchase price is $50.5 million, subject to adjustments, payable at closing
Buyer's $750,000 deposit is due within three business days of May 14, 2026, and is refundable only if Buyer terminates during the inspection period
Inspection period ends on the earlier of June 16, 2026 or the closing date; closing is expected in the second quarter of 2026
$2.0 million of the price goes into a 12-month indemnification escrow after closing
Indivior will eliminate its Chief Scientific Officer position effective June 1, 2026. Dr. Christian Heidbreder will advise the CEO on special projects through the end of 2026, and his employment will end December 31, 2026 as a termination without cause. At the May 13, 2026 annual meeting, shareholders elected all eight director nominees, approved executive pay on an advisory basis, and ratified PricewaterhouseCoopers LLP as auditor for 2026.
Chief Scientific Officer position eliminated effective June 1, 2026
Dr. Christian Heidbreder's employment terminates December 31, 2026, treated as termination without cause
All eight director nominees elected to one-year terms ending at the 2027 annual meeting
Say-on-pay approved with 90,364,566 votes for and 1,324,996 against; 91,848,954 votes favored annual say-on-pay votes
Nine Energy Service, Inc. approved a 2026 Long-Term Incentive Plan on May 11, 2026, as contemplated by its Chapter 11 reorganization plan, reserving 1,394,999 shares of common stock, or 10% of shares outstanding at the plan's effective date. The filing also sets executive awards, including $2,980,000 in RSUs and a matching target value of performance awards for CEO Ann G. Fox, and a $15,000 monthly stipend for interim CFO Heather Schmidt, which dilute existing holders and add compensation costs.
Plan reserves 1,394,999 shares of common stock, equal to 10% of shares outstanding at the Chapter 11 plan's effective date; up to 1,000,000 may be issued as incentive stock options.
Ann G. Fox (President, CEO and Secretary) approved for $2,980,000 in RSUs and $2,980,000 in target performance awards; grants effective May 18, 2026.
David Crombie (EVP and COO) approved for $1,225,000 in RSUs and $1,225,000 in target performance awards; Heather Schmidt (Interim CFO) approved for $350,000 in each, plus a $15,000 monthly stipend.
Performance awards can pay up to 200% of target and are based on relative total shareholder return over three annual periods.
The E.W. Scripps Company closed its previously announced station swap with Gray Media on May 15, 2026. Scripps acquired four stations in Colorado and Idaho, and Gray acquired two stations in Michigan and Louisiana. The filing says the exchange was even, with no cash paid by either company, and it does not disclose a dollar value.
Closed May 15, 2026; the swap was first announced in July 2025.
Scripps acquired KKTV (CBS) in Colorado Springs, KKCO (NBC) and KJCT-LP (ABC) in Grand Junction, and KMVT (CBS) and KSVT-LD (Fox) in Twin Falls.
Gray acquired WSYM (Fox) in Lansing, Michigan, and KATC (ABC) in Lafayette, Louisiana.
Neither company paid cash consideration, and the filing gives no dollar value for the assets exchanged.
Starlink AI Acquisition Corporation, a blank check company, closed its initial public offering of 10,000,000 units at $10.00 per unit on May 11, 2026, generating gross proceeds of $100,000,000. The company placed $100,500,000 in a U.S.-based trust account and filed an audited May 11, 2026 balance sheet, which shows a going concern doubt tied to its 12-month deadline to complete a business combination.
IPO of 10,000,000 units at $10.00 per unit, gross proceeds of $100,000,000, closed May 11, 2026
Private placement of 221,500 units to sponsor JKapital Ltd. for $2,215,000
$100,500,000 ($10.05 per public unit) placed in trust account with Continental Stock Transfer & Trust Company as trustee
Auditor expresses substantial doubt about going concern; company has until May 11, 2027 to complete a business combination
Encompass Health priced a private offering of $500 million of 5.875% senior notes due 2034 at 100% of principal, with closing expected on or about May 29, 2026. The company plans to use the proceeds, together with cash on hand, to redeem $400 million of its 4.500% notes due 2028 at par and to repay $100 million under its revolving credit facility, which changes the mix of its debt but the filing does not state a figure for the effect on interest expense.
$500 million principal of 5.875% senior notes due 2034 priced at 100% of principal, announced May 14, 2026
Expected closing on or about May 29, 2026, subject to customary conditions; interest paid semiannually on June 1 and Dec. 1, starting Dec. 1, 2026
Proceeds plus cash on hand: $400 million to redeem 4.500% notes due 2028 (of $800 million outstanding) and $100 million to repay revolver borrowings
American Express furnished April 2026 delinquency and write-off statistics for its U.S. Consumer and U.S. Small Business Card balances held for investment, which totaled $157.2 billion at April 30, 2026. The filing also reflects a presentation change that combines Card Member loans and receivables into a single Card balances line, so figures are not directly comparable with prior disclosures without the 10-Q explanation. For shareholders, the filing offers an updated view of card credit trends, with consumer write-offs higher and past-due rates slightly lower than in March.
Total held-for-investment Card balances were $157.2 billion at April 30, 2026, up from $156.0 billion at March 31 and $151.3 billion at February 28, 2026.
U.S. Consumer net write-off rate (principal only) was 2.1% in April, compared with 2.0% in March and 1.9% in February.
U.S. Consumer 30-day past-due rate was 1.2% in April, down from 1.3% in March; U.S. Small Business was 1.5%, down from 1.6%.
U.S. Small Business net write-off rate was 2.4% in April, down from 2.6% in March and 2.5% in February.
ProKidney reported first-quarter 2026 results, with its net loss before noncontrolling interest widening to $42.6 million from $38.0 million a year earlier and revenue of $226 thousand against $230 thousand. The company also updated its Phase 3 PROACT 1 statistical powering assumption for the eGFR slope analysis to 80%, and said its cash supports operations into mid-2027, which matters to shareholders because the company's cash balance is declining while it funds the pivotal study.
Q1 2026 net loss before noncontrolling interest was $42.6 million, versus $38.0 million in Q1 2025; net loss per Class A share was $(0.14), versus $(0.13)
R&D expenses rose to $33.8 million from $27.3 million, driven mainly by PROACT 1 clinical study and manufacturing costs; G&A fell to $11.3 million from $14.4 million
Cash, cash equivalents and marketable securities totaled $224.9 million at March 31, 2026, down from $270.0 million at December 31, 2025; the company expects this to fund operations into mid-2027
PROACT 1 enrollment for the accelerated approval analysis is on track for mid-2026, with pivotal topline results expected in Q2 2027
IZEA Worldwide entered into an agreement with Ladenburg Thalmann & Co. on May 15, 2026, authorizing the broker to repurchase the company's common stock on its behalf. The agreement covers the $8.6 million remainder of a previously disclosed share repurchase program, and purchases may begin May 18, 2026. For shareholders, this is a continuation of an existing buyback, with the company's cumulative repurchases under the program reported at $1,324,702 for at least 523,268 shares as of May 15, 2026.
Purchases may begin May 18, 2026 and end by November 13, 2026, or earlier if the cap is reached or other termination events occur.
The agreement covers up to $8.6 million, the remainder of the program's obligation; the program's maximum is $10,000,000.
As of May 15, 2026, at least 523,268 shares had been repurchased under the program for a total cost of $1,324,702.
Exhibit 99.1 lists the termination cap as $8,675,298, which differs slightly from the $8.6 million in the main filing text.
FRP Holdings dismissed Baker Tilly US, LLP as its independent registered public accounting firm, effective May 15, 2026, and appointed Forvis Mazars, LLP for the fiscal year ending December 31, 2026. The filing states Baker Tilly's audit reports for 2025 contained no adverse opinion, disclaimer, or qualification, and that there were no disagreements or reportable events with Baker Tilly.
Forvis Mazars approved by the Audit Committee and ratified by the Board on May 12, 2026
Baker Tilly served as auditor since May 1, 2025; its 2025 audit report had no adverse opinion, disclaimer, or qualification
Baker Tilly's letter to the SEC, dated May 15, 2026, is filed as Exhibit 16.1
SLM Corporation closed a $500 million offering of 6.495% fixed-to-floating rate senior notes maturing May 15, 2032. The company said it will use the proceeds to fund a tender offer for its 3.125% senior notes due 2026, with any remaining proceeds used to repay those 2026 notes at maturity.
Notes total $500 million, close date May 15, 2026, maturing May 15, 2032
Fixed rate of 6.495% through May 15, 2031, then floating at Benchmark plus 271 basis points
Proceeds to fund tender offer for 3.125% senior notes due 2026, with remainder for repayment at maturity
RBC Bearings reported fourth quarter fiscal 2026 net sales of $518.0 million, up 18.3% from a year earlier, with GAAP net income of $91.7 million and GAAP diluted EPS of $2.89, up from $2.30. For the full fiscal year, net sales rose 14.3% to $1,870.9 million and GAAP diluted EPS was $9.09, compared with $7.70. The company expects first quarter fiscal 2027 net sales of $500.0 million to $510.0 million, growth of 14.7% to 17.0%.
Fourth quarter net sales of $518.0 million, up 18.3%; Aerospace & Defense up 41.2%, Industrial up 5.5%
Fourth quarter GAAP net income of $91.7 million vs $72.7 million; diluted EPS of $2.89 vs $2.30
Fiscal 2026 net sales of $1,870.9 million, up 14.3%; GAAP diluted EPS of $9.09 vs $7.70
First quarter fiscal 2027 net sales expected at $500.0 million to $510.0 million; backlog $2.3 billion as of March 28, 2026
Where Food Comes From reported first-quarter 2026 results for the three months ended March 31, 2026, showing total revenue of $5.4 million, up from $5.3 million, and net income of $92,000, or $0.02 per diluted share, up from $31,000 or $0.01 a year earlier. Gross margin fell to 39% from 42%, while the company bought back 24,469 shares for $293,000 during the quarter.
Total revenue rose to $5.4 million from $5.3 million; verification and certification revenue rose to $4.4 million from $4.2 million.
Net income was $92,000, or $0.02 per diluted share, versus $31,000, or $0.01, in the prior-year quarter.
Gross margin was 39% versus 42%, which the company attributed to higher insurance and personnel costs.
Professional services revenue fell to $228,000 from $389,000; the company repurchased 24,469 shares for $293,000 in the quarter.
At its May 14, 2026 annual meeting, Hexcel stockholders elected all nine director nominees, approved the 2025 pay of named executive officers on an advisory basis, and ratified Ernst & Young LLP as auditor for 2026. Stockholders also approved a Long-Term Incentive Plan authorizing 3,015,000 shares, which replaces the 2013 Incentive Stock Plan, and the company's independent directors named Guy C. Hachey lead independent director.
Stockholders approved the Long-Term Incentive Plan with 63,629,417 votes for and 4,394,949 against, and authorized 3,015,000 shares for awards.
The plan caps the combined grant-date fair value of equity awards and maximum cash to any non-employee director at $750,000 per calendar year.
Guy C. Hachey was appointed lead independent director effective immediately after the May 14, 2026 meeting; he has chaired the board's compensation committee since February 2020.
Ernst & Young LLP was ratified as independent registered public accounting firm for 2026, with 69,376,870 votes for and 1,947,799 against.
Embecta Corp. completed its acquisition of Owen Mumford Holdings Limited, a privately held UK maker of medical devices and drug-delivery technologies, on May 15, 2026. The company says the deal accelerates its shift into a broad-based medical supplies business and adds the Aidaptus next-generation auto-injector platform. The filing does not disclose Owen Mumford's financial results, and the required financial statements and pro forma information will be filed later by amendment.
Upfront cash payment of £100 million at closing, subject to customary adjustments including closing net cash.
Up to an additional £50 million payable on certain commercial milestones for Aidaptus sales through June 30, 2029.
Transaction completed May 15, 2026 under a Purchase Agreement dated March 19, 2026, with sellers including Mark Owen and Adam Mumford.
Financial statements and pro forma information to be filed by amendment within 71 calendar days of the Item 2.01 filing deadline.
On May 13, 2026, Starbucks' board approved further actions under its "Back to Starbucks" strategy, including streamlining its domestic and international support organization and non-retail facilities and reducing the operational complexity of its Starbucks Reserve and Roastery locations. The company expects about $400 million in restructuring charges, with most plan actions completed by the end of this fiscal year and a significant portion of the charges recorded in fiscal 2026. The charge is large, though the company says the plan supports its $2 billion cost savings initiatives and long-term growth.
Board approved the restructuring actions on May 13, 2026.
About $400 million in total restructuring charges, of which about $280 million is non-cash (mainly impairment of long-lived assets, including right-of-use lease assets) and $120 million is cash (mainly employee separation benefits).
Majority of plan actions expected to be completed by the end of fiscal year 2026.
Company has previously said it is pursuing $2 billion in cost savings initiatives.
Data Storage Corp reported first-quarter 2026 sales of $346,707, up from $312,744 a year earlier, but posted a net loss attributable to common stockholders of $631,272, compared with net income of $24,078 in the prior-year quarter. The company also announced Sovereign AI Solutions, a wholly owned subsidiary for AI continuity infrastructure, and its cash flow statement shows $29.5 million spent on share repurchases in connection with a tender offer, with marketable securities falling to $9.6 million from $39.0 million at year-end 2025.
Sales were $346,707 versus $312,744 a year earlier; gross profit rose to $186,019 from $140,777.
Selling, general and administrative expense rose to $1,472,113 from $856,915, and the operating loss widened to $1,286,094 from $716,138.
Basic and diluted loss per share attributable to common stockholders was $(0.20), versus $0.00 a year earlier.
Share repurchases in connection with a tender offer totaled $29,528,957; Nexxis sales rose 10.9% and gross margin was 53.7% versus 45.0%.
Instil Bio reported a first quarter 2026 net loss of $4.2 million, or $0.62 per share, compared with a net loss of $28.2 million, or $4.32 per share, a year earlier. The company also said it is evaluating potential acquisitions and in-licensing deals, though it gave no assurance any transaction will occur.
Q1 2026 net loss was $4.2 million ($0.62 per share) versus $28.2 million ($4.32 per share) in Q1 2025.
Research and development expenses fell to $0.7 million from $5.4 million, and restructuring and impairment charges fell to $1.0 million from $16.1 million.
Cash, cash equivalents, restricted cash and marketable securities totaled $74.7 million at March 31, 2026, down from $76.3 million at December 31, 2025, and are expected to fund the current operating plan beyond 2027.
Buda Juice reported first quarter 2026 results for the quarter ended March 31, 2026. Revenue rose 17.7% year over year to $3.5 million, but operating income fell to $0.6 million from $0.8 million and GAAP net income fell to $0.4 million from $0.8 million, with the company citing a temporary spike in lime costs that pressured gross margin.
Revenue increased 17.7% to $3.5 million from $3.0 million; gross profit rose 3.5% to $1.4 million
Operating income fell to $0.6 million from $0.8 million; net income was $0.4 million versus $0.8 million, with diluted EPS of $0.03
Non-GAAP net income was $0.6 million, flat with the prior year, and non-GAAP EPS was $0.05
Free cash flow was $1.1 million, up 37% from the prior-year period; subsequent to quarter end, Buda Fresh Cherry Limeade expanded into 246 Walmart stores across nine states
Pulmatrix reported a first quarter 2026 net loss of $1.2 million, or $0.32 per share, down from $1.8 million, or $0.50 per share, a year earlier. Cash and cash equivalents fell to $3.3 million, and the unaudited financials include going-concern language; the company says its cash is sufficient to fund operations at least through the anticipated closing of its proposed merger with Eos SENOLYTIX, expected in the third quarter of 2026.
Net loss of $1.2 million ($0.32 per share) for the three months ended March 31, 2026, versus $1.8 million ($0.50 per share) a year earlier
General and administrative expenses fell to $1.3 million from $1.8 million, mainly due to Form S-4 costs incurred in the prior-year quarter
Cash and cash equivalents were $3.3 million at March 31, 2026, down from $4.1 million at December 31, 2025
Merger agreement with Eos SENOLYTIX signed March 26, 2026; closing anticipated in the third quarter of 2026
MiNK Therapeutics reported first quarter 2026 results on May 15, 2026. The net loss was about $2.7 million, or $0.57 per share, compared with about $2.8 million, or $0.70 per share, in the same period of 2025. Cash and cash equivalents fell to about $9.5 million from about $13.4 million at December 31, 2025, after the company repaid about $5.2 million on the Agenus convertible note.
Net loss of about $2.7 million, or $0.57 per share, for the quarter ended March 31, 2026, versus about $2.8 million, or $0.70 per share, a year earlier
Cash and cash equivalents of about $9.5 million at March 31, 2026, versus about $13.4 million at December 31, 2025
Repaid about $5.2 million on the Agenus convertible note; raised about $3.0 million through its at-the-market sales agreement in the quarter
Randomized Phase 2 trial of agenT-797 initiated, with preliminary data expected in the second half of 2026; ATS presentation scheduled for May 20, 2026
Tandem Diabetes Care said on May 11, 2026 that it notified Executive Vice President and Chief Commercial Officer Mark Novara that his employment is being terminated without cause, with his last day scheduled for May 18, 2026. The company said its strategy and 2026 goals remain unchanged, and the filing gives no successor or financial terms.
Mark Novara, EVP and Chief Commercial Officer, notified May 11, 2026
Termination is without cause; last day scheduled for May 18, 2026
Company states its strategy and 2026 goals remain unchanged
Michael F. Barry, who had served as Quaker Chemical's chairman since 2009 and as a director since 2008, retired from the board effective at the close of the May 13, 2026 meeting, and Mark A. Douglas was appointed chairman that day. The board also cut its size from eleven to ten directors and eliminated the lead director role, while shareholders at the 2026 annual meeting elected three directors and approved the company's executive pay and its auditor, PricewaterhouseCoopers.
Michael F. Barry retired from the board, effective at the conclusion of the May 13, 2026 board meeting; the filing says the decision was voluntary and not due to any disagreement with the company.
Mark A. Douglas, a director since 2013, was appointed chairman on May 13, 2026, succeeding Barry.
The board reduced its size from eleven to ten directors and eliminated the Lead Director role, which Jeffry D. Frisby had held since 2023; Frisby remains on the board.
Shareholders elected Nandita Bakhshi, Joseph A. Berquist and Charlotte C. Henry to three-year terms ending at the 2029 annual meeting and ratified PricewaterhouseCoopers LLP for fiscal 2026.
Galectin Therapeutics reported a first-quarter 2026 net loss applicable to common stockholders of $5.1 million, or $0.08 per share, down from $9.6 million, or $0.15 per share, a year earlier, mainly because research and development expenses fell to $2.2 million from $6.5 million. The company had $14.1 million of cash at March 31, 2026, plus $10 million left on a credit line from its chairman, and said this covers planned operations through May 2027, but its stockholders' deficit widened to $132.0 million.
Net loss applicable to common stockholders was $5.1 million ($0.08 per share) for the quarter ended March 31, 2026, versus $9.6 million ($0.15 per share) a year earlier.
Research and development expenses were $2.2 million, down from $6.5 million, which the company attributed mainly to timing of NAVIGATE trial expenditures.
Cash and cash equivalents were $14.1 million at March 31, 2026, with $10 million remaining under a line of credit from the chairman of the board.
Data from the NAVIGATE trial will be presented at EASL in May 2026, and an in-person Type-C meeting with the FDA is planned for the second quarter.
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