1,274 material Form 8-K filings that 971 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
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
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.
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
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
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).
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
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.
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
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.
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.
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.
Clearway Energy said its executive vice president, general counsel and corporate secretary, Kevin P. Malcarney, will retire effective June 1, 2026, and Michael A. Brown will succeed him in the role. The filing also discloses separation benefits for Malcarney, including a lump-sum cash payment of approximately $711,845, which is a leadership change with a defined cost rather than a change to reported financial results.
Kevin P. Malcarney retires as executive vice president, general counsel and corporate secretary effective June 1, 2026; he remains a non-executive employee through June 26, 2026.
Michael A. Brown, previously vice president, assistant general counsel and corporate secretary at The New York Times Company, succeeds him as senior vice president, general counsel and corporate secretary effective June 1, 2026.
Separation benefits include a pro-rated 2026 annual bonus, continued vesting of equity awards, and a lump-sum cash payment of approximately $711,845, conditioned on a general release of claims.
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.