1,735 material Form 8-K filings that 1,405 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).
Evertec and its subsidiary Evertec Group signed a sixth amendment to their credit agreement with a syndicate of lenders and Truist Bank as agent. The lenders provided $185 million of additional term loan B commitments, and the proceeds were used to repay revolving facility debt, bringing total Term B Loans outstanding to $875 million.
Sixth Amendment to the Credit Agreement entered into on May 18, 2026
$185 million in additional term loan B commitments (the 2026 Incremental TLB)
Proceeds used to repay revolving facility indebtedness
Total Term B Loans outstanding after the incurrence: $875 million
Life Time Group Holdings disclosed that director Andres Small resigned from its Board effective May 20, 2026, and that the Board appointed Rachael Wagner to fill the seat as a Class III director. The Board now has 12 members, ten of whom are independent under New York Stock Exchange standards, a routine board change that does not disclose any financial results.
Andres Small, a Class I director, resigned effective May 20, 2026.
Rachael Wagner was appointed to the Board effective May 20, 2026, as a Class III director with a term expiring at the 2027 annual meeting.
The Board determined Ms. Wagner is independent; the Board has 12 members, ten of them independent.
cbdMD signed a Third Amendment to its Charlotte warehouse lease, which also serves as its executive offices, extending the term 62 months to November 30, 2031, for 40,000 square feet. The company says the amendment reduces annual gross rent expense by approximately $450,000 and net rent expense by approximately $100,000 to $120,000 after sublet rent, which lowers operating costs for shareholders over the extended term.
Lease extended 62 months from October 1, 2026, to November 30, 2031, covering 40,000 square feet at 2101 Westinghouse Boulevard, Charlotte
Monthly base rent reduced to $38,000 for the initial year of the renewal term; base rent abated from October 1, 2026, through November 30, 2026
Annual gross rent expense reduction of approximately $450,000; net reduction of approximately $100,000 to $120,000 after sublet rent
FirstEnergy, its FirstEnergy Transmission subsidiary and Brookfield-linked investor North American Transmission Company II signed a Fifth Amended and Restated LLC Agreement on May 20, 2026, extending existing governance rights to two new transmission joint ventures, Valley Link and Grid Growth. At the same meeting, shareholders re-elected all nine board nominees, ratified PricewaterhouseCoopers, approved executive pay on an advisory basis, and rejected a shareholder proposal for an independent board chair.
Fifth LLC Agreement dated May 20, 2026 amends and restates the Fourth LLC Agreement in its entirety; ownership percentages (investor 49.9%, FirstEnergy 50.1%) and board size are not changed
Shareholder proposal for an independent board chair failed: 161,118,889 for and 330,473,855 against
Advisory say-on-pay approved with 471,763,712 for and 19,555,719 against
PricewaterhouseCoopers LLP ratified as 2026 auditor with 514,201,293 for and 16,173,608 against
On May 20, 2026, Becton Dickinson's indirect subsidiary Becton Dickinson Euro Finance issued €600 million of 3.855% notes due 2033 in an underwritten public offering, guaranteed by BD. BD said it expects to use the proceeds, with cash on hand, to repay the entire outstanding 1.208% notes due June 4, 2026, with any remainder for general corporate purposes. The filing adds new debt but largely replaces a maturing obligation, so the effect on shareholders is mainly a change in the debt schedule rather than a new use of cash.
Issued €600 million aggregate principal of 3.855% notes due 2033 on May 20, 2026
Notes are fully and unconditionally guaranteed on a senior unsecured basis by BD
Proceeds, with cash on hand, expected to repay the 1.208% notes due June 4, 2026
Issuer may redeem before February 20, 2033 at the greater of par or a make-whole price plus 15 basis points
At its May 20, 2026 virtual annual meeting, Iridium's stockholders approved the Amended and Restated 2015 Equity Incentive Plan, which reserves a maximum of 42,947,991 shares for stock options and other equity awards, and re-elected all 11 directors. The company also declared a $0.15 per share cash dividend, payable June 30, 2026, which shareholders will receive if they are of record on June 15, 2026.
Equity Incentive Plan: stockholders approved up to 42,947,991 shares for stock options and other equity awards, effective immediately.
Directors: all 11 nominees were elected to one-year terms ending at the 2027 annual meeting; Robert H. Niehaus received 75,648,972 votes for.
Say-on-pay: non-binding approval of executive compensation with 66,205,295 votes for and 10,109,733 against.
Dividend: $0.15 per share, payable June 30, 2026, to holders of record as of June 15, 2026.
Lumen and its subsidiary Qwest Corporation amended their exchange offers for Qwest's 6.5% notes due 2056 and 6.75% notes due 2057, and signed a support agreement with noteholders who agreed to tender about $456 million of those notes. The exchange offers now expire at 5 p.m. ET on June 9, 2026, and the new notes cannot be issued until the SEC declares the amended registration statement effective.
Supporting noteholders agreed to tender about $456 million of Old Qwest Notes by 5:00 p.m. ET on June 2, 2026, including $296.5 million of 2056 notes and $159.5 million of 2057 notes.
Expiration and withdrawal deadlines were extended to 5 p.m. ET on June 9, 2026, and the early tender date was eliminated.
New Qwest notes due 2051 and 2052 would be fully and unconditionally guaranteed by Lumen on an unsecured basis.
The support agreement terminates automatically if the exchange offers are not consummated by 5:00 p.m. New York City time on June 30, 2026.
At its May 18, 2026 annual meeting, Insperity stockholders approved a Second Amendment to the Insperity Incentive Plan that adds 1,620,000 shares of common stock to the pool reserved for awards. Stockholders also elected four Class I directors, approved an advisory vote on executive compensation, and ratified Ernst & Young LLP as the independent auditor for 2026.
Second Amendment adds 1,620,000 shares to the Incentive Plan reserve; all employees and non-employee directors are eligible for awards.
Plan amendment approved with 30,285,794 votes for and 2,536,874 against.
Directors Timothy T. Clifford, Ellen H. Masterson, Latha Ramchand and W. Philip Wilmington elected to terms expiring at the 2029 annual meeting.
Ernst & Young LLP ratified as auditor for the year ending December 31, 2026, with 33,873,189 votes for.
At its May 19, 2026 annual meeting, TrustCo shareholders approved an amendment raising the shares available under the 2019 Equity Incentive Plan from 700,000 to 1,200,000. All nine director nominees were elected to one-year terms, and shareholders also approved the advisory say-on-pay vote and ratified Crowe LLP as auditor for 2026. The equity plan increase adds dilution potential for shareholders, but the filing does not quantify its effect.
Equity plan amendment adds 500,000 shares, raising the total available from 700,000 to 1,200,000; approved with 90.34% of votes cast in favor
All nine director nominees elected to one-year terms; support ranged from 83.69% (Frank B. Silverman) to 91.60% (Steffani Cotugno, DO)
Advisory vote on executive compensation approved with 91.07% of votes cast in favor
Crowe LLP ratified as independent registered public accounting firm for the year ending December 31, 2026, with 98.76% of votes cast in favor
Curtiss-Wright signed a new $1 billion revolving credit facility on May 19, 2026, replacing its $750 million facility that was set to mature in May 2027. The company says the facility supports general corporate purposes, including possible acquisitions and internal growth initiatives. The filing describes the terms as similar in covenants to the prior agreement, so the change mainly adds borrowing capacity rather than altering the company's obligations in a stated way.
New $1 billion revolving credit facility matures May 19, 2031; it replaces the $750 million facility, which was terminated with no early termination penalties or fees
Up to $200 million of the facility may be used for letters of credit; the agreement allows up to $500 million in incremental term loans or commitment increases, subject to lender discretion
Borrowings bear interest at rates tied to benchmark rates plus margins of 0.675% to 1.225%, based on the company's consolidated leverage ratio
JPMorgan Chase Bank, N.A. is administrative agent; the company said the new agreement's covenants are no more restrictive than those in the prior agreement
On May 15, 2026, Black Rock Coffee Bar terminated the Cynosure voting agreement tied to its IPO and entered into an irrevocable proxy giving the company and its CEO voting authority over shares held by founder-linked entities. The company also increased the number of demand registration requests the Cynosure Investors may make from three to four. The filing ties the termination to a share purchase by Sponsor-associated entities from co-founder entities and trusts, and the filing does not give the number of shares or the price involved.
May 15, 2026: Termination Agreement ended the Cynosure Voting Agreement dated September 11, 2025, effective the same day.
Irrevocable proxy lets the company, its CEO and designees vote covered Class A, B and C shares until the later of two years from May 15, 2026 or termination of the Founders Voting Agreement.
Demand Registration Requests for the Cynosure Investors increased from three to four under Amendment No. 1 to the Registration Rights Agreement.
Clean Harbors said founder Alan McKim, its Executive Chairman and Chief Technology Officer, notified the Board on May 19, 2026 that he will retire from the Board and his CTO role once the Board appoints a new Chair. The company expects an independent Chair to be appointed in the summer of 2026 as part of a planned leadership transition, and the filing says the retirement does not reflect any disagreement with the company.
McKim notified the Board on May 19, 2026, and the company announced the retirement in a press release dated May 20, 2026.
The retirement takes effect when the Board appoints a new Chair, which is expected in summer 2026.
The filing states the retirement does not arise from any disagreement with the company on operations, policies or practices.
Edward Galante, lead independent director, and co-CEOs Mike Battles and Eric Gerstenberg were quoted in the press release.
Travel + Leisure Co. issued $900 million of 6.250% senior secured notes due 2031 on May 20, 2026, and expects to use the proceeds to redeem its 6.625% notes due July 2026 and repay revolving credit facility borrowings. The company also said the 2026 Notes will be redeemed on May 22, 2026, so the refinancing replaces higher-coupon-free near-term debt with a new longer-dated secured obligation carrying a 6.250% rate.
Notes: $900 million aggregate principal, 6.250% senior secured, due 2031, sold to Deutsche Bank Securities Inc. and other initial purchasers
Proceeds expected to redeem all 6.625% secured notes due July 2026, repay revolver borrowings due June 2030, and fund general corporate purposes
Interest payable semi-annually on June 1 and December 1, starting December 1, 2026
2026 Notes to be redeemed on May 22, 2026; notes are not guaranteed by subsidiaries
Williams and its subsidiaries Northwest Pipeline and Transco entered a Second Amended and Restated Credit Agreement on May 19, 2026, allowing up to $3.75 billion of borrowing, with a five-year initial term. They also signed a separate $1.0 billion 364-day credit agreement with Citibank as administrative agent. The filing describes these as general corporate facilities that can fund working capital, acquisitions, and capital expenditures, and it sets debt-to-EBITDA limits that shareholders can watch.
Second Amended and Restated Credit Agreement dated May 19, 2026, with Wells Fargo as administrative agent: up to $3.75 billion in aggregate, $500 million sublimit each for Northwest and Transco, and a possible increase of $500 million, capp
Initial five-year term, with up to two one-year extensions to as late as the seventh anniversary of the effective date.
364-Day Credit Agreement with Citibank, N.A. as administrative agent: up to $1.0 billion, $100 million sublimit each for Northwest and Transco, and a possible increase of $150 million, capped at $1.15 billion.
Covenants require debt to EBITDA of no greater than 5.00 to 1.00, rising to 5.50 to 1.00 after acquisitions of $25 million or more, and debt to capitalization of no greater than 65% for Transco and Northwest.
Nordson reported fiscal second quarter 2026 sales of $741 million, up 8% from a year earlier, with diluted EPS of $2.09 and adjusted diluted EPS of $2.86, up 18%. The company raised its full-year guidance to sales of $2,930 million to $3,010 million and adjusted EPS of $11.30 to $11.80, citing backlog up 18%. GAAP results include a $24 million non-cash pension settlement charge.
Second quarter sales of $741 million vs. $683 million a year earlier; organic sales rose 7%
Net income of $117 million, or $2.09 per diluted share, vs. $1.97 a year earlier
Adjusted EPS of $2.86 vs. $2.42, excluding a $24 million pension settlement charge and other items
Third quarter sales guidance of $760 million to $790 million and adjusted EPS of $2.95 to $3.15; webcast on May 21, 2026 at 8:30 a.m. ET
Eli Lilly completed an offering of eight series of notes on May 20, 2026, with net proceeds of approximately $8.94 billion before estimated offering expenses. Maturities run from 2028 to 2066, and the filing ties five series to the proposed Centessa Acquisition, requiring their redemption at 101% of principal if that deal is not completed or the company says it will not pursue it.
Net proceeds of approximately $8.94 billion before estimated offering expenses, per the filing.
Fixed rate notes carry coupons from 4.150% (2029 notes) to 5.700% (2066 notes).
Floating rate notes due 2028 and 2029 pay Compounded SOFR plus 0.350% and 0.460%, respectively.
If the Centessa Acquisition is not completed by five business days after the later of March 31, 2027 or any agreed later Outside Date, the 2029 floating, 2029, 2031, 2033 and 2036 notes must be redeemed at 101% of principal plus accrued int
At its 2026 Annual Meeting on May 20, 2026, ProMIS Neurosciences shareholders approved an amendment adding 900,000 Common Shares to the 2025 Stock Option and Incentive Plan. Shareholders also elected all seven director nominees and ratified Baker Tilly US, LLP as the independent registered public accounting firm for fiscal 2026.
Plan amendment approved with 3,352,388 votes for, 774,193 against, 20,800 abstentions and 614,643 broker non-votes.
All seven nominees elected, including Neil Cashman, M.D. with 4,143,889 votes for and Eugene Williams with 4,108,919.
Baker Tilly US, LLP ratified with 4,657,634 votes for, 4,415 against and 99,975 abstentions.
Holders of 4,762,024 Common Shares, about 53.1% of 8,967,693 outstanding, were present or represented by proxy.
Modular Medical's board awarded stock options on May 14, 2026 to Chairman, President, CFO and Treasurer Paul DiPerna and to COO Kevin Schmid, at an exercise price of $3.46 per share. The filing describes routine equity compensation under the company's 2017 Equity Incentive Plan, with no change in officer roles disclosed, and its effect on shareholders depends on how many shares are eventually issued.
Board awarded 11,218 stock options to Paul DiPerna and 4,674 stock options to Kevin Schmid on May 14, 2026.
Exercise price is $3.46 per share; options expire May 14, 2036.
One-third of each award vests May 14, 2027, with the remainder vesting monthly in 1/24th increments thereafter, subject to continued service.
Awards were made under the Amended and Restated 2017 Equity Incentive Plan, as amended.
Stryker said its Chief Accounting Officer, William E. Berry, Jr., will retire effective September 1, 2026, and Vice President and Corporate Controller Emily Baculik will take over the role on the same date. Mr. Berry will then serve as Advisor to the Chief Financial Officer until August 15, 2027, under a transition agreement, which is routine succession for shareholders.
William E. Berry, Jr. retires as Vice President, Chief Accounting Officer effective September 1, 2026
Emily Baculik, Vice President, Corporate Controller since November 2024, becomes chief accounting officer effective September 1, 2026
Ms. Baculik's annualized base salary rises to $420,000 and her bonus target is 45% of base salary
Mr. Berry's advisory period runs until August 15, 2027, with base salary of $510,000 and no new equity awards
NVIDIA reported record first-quarter fiscal 2027 revenue of $81.6 billion for the quarter ended April 26, 2026, up 85% from a year ago, with GAAP diluted earnings of $2.39 per share. It guided second-quarter revenue to $91.0 billion, plus or minus 2%, and raised its quarterly dividend to $0.25 per share from $0.01 while adding $80.0 billion to its share repurchase authorization. For shareholders, the sales and profit growth stand out, though GAAP profit includes $15.9 billion of net gains from equity securities.
Revenue of $81.6 billion, up 85% from a year ago; Data Center revenue of $75.2 billion, up 92%
Diluted EPS of $2.39 GAAP and $1.87 non-GAAP, versus $0.76 and $0.78 a year earlier
Q2 fiscal 2027 revenue outlook of $91.0 billion, plus or minus 2%, with no Data Center compute revenue from China assumed
Quarterly dividend raised from $0.01 to $0.25 per share, payable June 26, 2026; additional $80.0 billion buyback approved May 18, 2026
Schrodinger said its Chief Commercial Officer, Global Head of Software Sales and Marketing, Mannix Aklian, left the role effective immediately on May 18, 2026, and that Paul Davie, a former executive vice president of sales, is returning as interim replacement while a permanent successor is sought. The company also reaffirmed its full-year and second-quarter 2026 guidance from its May 5, 2026 first-quarter earnings release, which keeps the outlook it previously gave shareholders in place.
Mannix Aklian ceased to serve as Chief Commercial Officer on May 18, 2026, effective immediately.
Paul Davie returns as interim Chief Commercial Officer while the company searches for a permanent replacement.
The company reaffirmed full-year 2026 and second-quarter 2026 guidance from its May 5, 2026 earnings release.
EnerSys reported fourth-quarter fiscal 2026 net sales of $988.0 million, up 1.3%, and adjusted diluted EPS of $3.19, above its $2.95 to $3.05 guidance. GAAP diluted EPS fell 15% to $2.05 because of $42.8 million in net-of-tax highlighted charges, and the company guided first-quarter fiscal 2027 net sales to $915 million to $955 million. The board also declared a $0.2625 quarterly dividend.
Q4 net sales $988.0 million, up 1.3%, at the low end of the $960 million to $1,000 million guidance range
Q4 adjusted diluted EPS $3.19 vs. guidance of $2.95 to $3.05; GAAP diluted EPS $2.05 vs. $2.41 a year earlier
Fiscal 2026 net sales $3,751.4 million, up 3.7%; GAAP diluted EPS $7.70 vs. $8.99
Q1 fiscal 2027 outlook: net sales $915 million to $955 million; adjusted diluted EPS $2.70 to $2.90. Dividend of $0.2625 payable July 2, 2026, to holders of record June 19, 2026
On May 14, 2026, Weyerhaeuser amended and restated its deferred compensation plan, mainly to eliminate the annual premium credited on stock equivalent deferrals. At the May 15, 2026 annual meeting, shareholders elected all 11 director nominees, approved executive pay on an advisory basis, and ratified KPMG as independent auditor, which matters to shareholders because it changes how executive deferrals are credited and shows the vote results on board and pay matters.
May 14, 2026: plan amended and restated; the premium on stock equivalent deferrals is eliminated, and the plan governs amounts earned in 2027 and later.
Participants may defer 10 to 50 percent of base salary and 10 to 100 percent of cash incentive awards.
Advisory say-on-pay vote: 571,085,106 for and 31,062,169 against, with 4,074,478 abstentions.
Of 721,042,609 eligible shares, 661,779,414 were represented; the next annual meeting is scheduled for May 14, 2027.
Freeport-McMoRan entered into a new five-year, $3.0 billion senior unsecured revolving credit facility dated May 14, 2026, which replaced its prior $3.0 billion facility that was scheduled to mature in October 2027. The filing describes the new facility as substantially similar to the prior one, with no borrowings outstanding under the prior facility at termination, so shareholders see a refinancing and term extension rather than a change in borrowing amount.
New facility dated May 14, 2026, with JPMorgan Chase Bank, N.A. as administrative agent and Bank of America, N.A. as syndication agent
Matures May 14, 2031; replaces prior facility scheduled to mature in October 2027
Includes $500 million limit on PTFI borrowing and $1.5 billion sublimit for letters of credit
Financial covenant requires a total leverage ratio not to exceed 3.75 to 1.00
Independent director Mike Sayama notified SBC Medical Group on May 14, 2026, that he will not seek re-election at the 2026 Annual Meeting of Stockholders. The board reduced its size to four members effective before the polls open at that meeting, and it plans to search for a fifth independent director to join after the meeting. The filing says Mr. Sayama's decision did not stem from any disagreement with the company, its management, or the board on operations, policies or practices.
Mike Sayama, an independent director, notified the company on May 14, 2026 that he will not seek re-election.
Board size will be reduced to four members, effective immediately before the polls open at the 2026 AGM.
The board is searching for a fifth independent director; it intends to appoint that person to the nominating and governance, compensation and audit committees, replacing Mr. Sayama's committee seats.
Gilead Sciences issued $3.0 billion of senior notes in four tranches, under an underwriting agreement dated May 14, 2026, and a supplemental indenture dated May 20, 2026. The company said it will use the net proceeds for general corporate purposes, which may include acquisitions, investments and other strategic transactions.
Four series: $500 million 4.250% notes due 2028, $1.0 billion 4.400% notes due 2029, $1.0 billion 4.600% notes due 2031, and $500 million 4.900% notes due 2034
Notes were sold in a public offering under shelf registration Form S-3 (File No. 333-273745); underwriters include Barclays Capital, BofA Securities and Citigroup Global Markets
Indenture restricts secured debt, sale and leaseback transactions, and mergers or asset transfers, and requires an offer to repurchase notes upon certain change of control events
On May 20, 2026, Starbucks completed the settlement of cash tender offers for several series of its senior notes, buying back principal in five series at total purchase prices that include accrued interest. The company elected early settlement and does not intend to buy any additional notes. The filing is a debt management action; it does not state the effect on total debt or interest costs.
Accepted for purchase: $321,824,000 of 4.800% notes due 2030 and $273,468,000 of 4.500% notes due 2028.
Also accepted: $200,000,000 of 4.500% notes due 2048, $410,249,000 of 5.400% notes due 2035 and $110,351,000 of 5.000% notes due 2034.
Settlement occurred May 20, 2026, on the Early Settlement Date defined in the Offer to Purchase dated May 4, 2026, as amended May 15, 2026.
No notes were bought in the 4.000% 2028, 4.900% 2031 and 4.800% 2033 series, whose outstanding amounts are unchanged from the April 28, 2026 Form 10-Q.
e.l.f. Beauty reported fourth-quarter fiscal 2026 net sales up 35% to $449.3 million and full-year net sales up 25% to $1,636.5 million. A $57.6 million non-cash charge tied to the rhode earnout turned the quarter to a GAAP net loss of $49.4 million, and adjusted diluted EPS fell to $0.32 from $0.78 a year earlier. The company also issued fiscal 2027 guidance calling for net sales of $1,835 million to $1,865 million and adjusted diluted EPS of $3.27 to $3.32.
Q4 net sales rose 35% to $449.3 million; adjusted EBITDA fell 28% to $58.8 million
Q4 GAAP diluted loss was $0.82 per share; adjusted diluted EPS was $0.32 versus $0.78 a year earlier
Full-year GAAP net income was $26.3 million, or $0.44 per diluted share; adjusted diluted EPS was $3.13 versus $3.39
Fiscal 2027 outlook: net sales $1,835 million to $1,865 million and adjusted diluted EPS $3.27 to $3.32
Six Flags entered a Cooperation Agreement dated May 19, 2026 with H Partners Management, LLC, a long-time investor in the company. Rehan Jaffer, H Partners' founder and managing member, will join the board after the May 26, 2026 annual meeting, replacing Arik Ruchim, who is stepping down. The agreement also sets voting commitments and standstill restrictions for H Partners, which affect shareholders' governance.
Cooperation Agreement with H Partners Management, LLC dated May 19, 2026
Rehan Jaffer to be appointed Class III director after the May 26, 2026 annual meeting, replacing Arik Ruchim, with a term expiring at the 2027 annual meeting
Jaffer to join the Audit and Finance Committee; his irrevocable resignation takes effect if H Partners holds less than 3% of outstanding common stock
H Partners agreed to vote in line with Board recommendations until the Standstill Termination Date, the later of the 2027 annual meeting's conclusion or 20 days after Jaffer leaves the board
At its May 20, 2026 annual general meeting, Alkermes shareholders elected nine directors to one-year terms, approved amendments to the 2018 Stock Option and Incentive Plan that add 5,900,000 ordinary shares for issuance, and ratified PricewaterhouseCoopers LLP as independent auditor. The plan amendment drew 12,952,836 votes against, and the filing reports no change in executive officers. The larger share reserve gives the company more room to make equity awards, which can dilute existing shareholders.
Shareholders approved amendments to the 2018 Stock Option and Incentive Plan, increasing authorized ordinary shares by 5,900,000 at the May 20, 2026 meeting.
The plan was approved with 128,147,910 votes for, 12,952,836 against, and 69,229 abstentions.
All nine director nominees were elected to one-year terms ending at the 2027 annual general meeting; say-on-pay passed with 139,234,176 votes for and 1,787,311 against.
PricewaterhouseCoopers LLP was ratified as independent auditor with 146,222,286 votes for and 2,812,663 against.
Sotera Health Company and its subsidiaries signed Amendment No. 7 to its First Lien Credit Agreement on May 20, 2026, under which refinancing lenders will provide $1.42 billion in repriced term loans to Sotera Health Holdings, LLC. The amendment reduces the interest rate spread by 0.25% across the facility's term loans, which lowers the company's borrowing cost on that debt.
Repriced term loans total about $1.42 billion, provided by 2026 Refinancing Term Lenders under the amended credit agreement.
Interest margin is Adjusted Term SOFR plus 2.25%, with a 0.00% floor, and the spread on term loans is reduced by 0.25%.
Repriced loans amortize at 1.00% per year and mature on May 30, 2031.
A 1.00% soft call premium applies to certain repricing transactions completed within six months after the amendment's effective date.
Choice Hotels said President and CEO Patrick Pacious stepped down effective May 20, 2026, and the Board appointed Chief Growth & Strategy Officer Dominic Dragisich as Interim CEO on the same date. The company has started a search for a permanent CEO, and the company reaffirmed its full-year 2026 financial outlook given with first quarter results on April 30, 2026.
Pacious will serve as an advisor through August 31, 2026, under a separation agreement filed as Exhibit 10.1.
Pacious's severance includes cash equal to 200% of base salary plus target annual bonus, plus a pro rata 2026 bonus.
Dragisich will receive a $500,000 cash bonus payable December 31, 2026, and an RSU award valued at $500,000 that vests in full after one year.
The company reaffirmed its full-year 2026 financial outlook.
Willamette Valley Vineyards appointed John Hazlett as Chief Financial Officer effective May 20, 2026, replacing John Ferry, who announced his retirement on February 12, 2026. Hazlett will receive a base salary of $216,000 per year and be eligible for an annual performance-based incentive of up to $24,000, under an employment agreement dated May 19, 2026.
Hazlett appointed CFO by the board on May 19, 2026, effective May 20, 2026
Base salary of $216,000 per year; annual incentive of up to $24,000
Replaces John Ferry, who announced his retirement as CFO on February 12, 2026 and will remain employed during an undetermined transition period
Hazlett previously was founding partner of Trailwise Advisory Services and CFO of RENA Technologies North America (2021 to 2024)
StepStone Group reported results for the fourth quarter and fiscal year ended March 31, 2026. Revenue rose sharply, but the full-year GAAP net loss attributable to the company grew to $535.8 million from $179.6 million, driven by equity-based compensation of $1.74 billion, while fourth-quarter ANI per share fell to $0.57 from $0.68.
Q4 total revenues were $588.6 million, up 56% from $377.7 million; Q4 net loss attributable to StepStone narrowed to $7.8 million from $18.5 million.
Full-year total revenues were $1.99 billion, up 70%, while full-year net loss attributable to StepStone was $535.8 million, or $6.78 per share, versus $179.6 million, or $2.52 per share.
Full-year ANI per share rose 5% to $2.16; Q4 ANI per share fell 16% to $0.57, and Q4 fee-related earnings rose 12% to $105.3 million.
Board declared a $0.28 quarterly dividend and a $0.55 supplemental dividend per Class A share, payable June 30, 2026, to holders of record on June 15, 2026.
Intuit reported fiscal third-quarter 2026 revenue of $8.6 billion, up 10%, and GAAP diluted earnings per share of $11.09, up 11%, and raised its full-year fiscal 2026 revenue guidance. The company also announced a plan to cut its full-time workforce by approximately 17% and estimated $300 million to $340 million in charges, mainly in the fourth fiscal quarter, which will weigh on reported GAAP results.
Q3 revenue of $8.6 billion, up 10%; non-GAAP diluted EPS of $12.80, up 10%
Full-year fiscal 2026 revenue guidance raised to $21.341 billion to $21.374 billion
Workforce reduction of approximately 17%, with charges of $300 million to $340 million, primarily in the quarter ending July 31, 2026
Quarterly dividend of $1.20 per share, payable July 17, 2026, to holders of record on July 9, 2026
Ameriprise Financial disclosed that William Davies, Global Chief Investment Officer of its Columbia Threadneedle Investments unit, will retire effective June 30, 2026, after 33 years with the firm. CEO Ted Truscott will serve as interim global chief investment officer from July 1, 2026, until a successor is appointed. The filing does not name a successor or include financial results.
William Davies, Executive Vice President and Global Chief Investment Officer, retires effective June 30, 2026
Davies joined a Columbia Threadneedle predecessor firm in 1994 and has been global chief investment officer since 2022
Ted Truscott, CEO of Columbia Threadneedle, becomes interim global chief investment officer on July 1, 2026
No successor has been named; the filing states the firm's senior investment leaders will keep their current responsibilities
Sabre designated Vice President of Global Accounting Scott Hortenstine as its principal accounting officer and Vice President and Controller, effective July 1, 2026. Jami Kindle, Senior Vice President and Chief Accounting Officer, remains principal accounting officer through June 30, 2026, so the handover is planned and orderly.
Scott Hortenstine, a Certified Public Accountant who joined Sabre in 2015, takes the principal accounting officer role effective July 1, 2026
Jami Kindle continues as principal accounting officer through June 30, 2026
Hortenstine has been Vice President of Global Accounting since 2023 and holds a Master's in Accounting from the University of Texas at Austin
At its May 20, 2026 annual meeting, Pixelworks shareholders approved an amended and restated 2006 Stock Incentive Plan that raises the maximum shares authorized for issuance by 300,000 to 2,940,278. The plan lets the company grant stock-based awards to directors, officers, key employees and consultants. Shareholders also elected all five director nominees, approved the advisory executive compensation vote, and ratified Grant Thornton LLP as auditor for fiscal 2026.
Plan share authorization increased by 300,000 shares to 2,940,278, the only substantive change to the restated plan
Board adopted the restated plan on April 14, 2026; proxy statement filed April 17, 2026
Todd A. DeBonis received 2,111,467 votes for and 221,501 withheld, among the five directors elected
Grant Thornton LLP ratified as independent auditor for the fiscal year ending December 31, 2026, with 4,243,044 votes for
At its May 19, 2026 annual meeting, Proto Labs shareholders elected all seven board nominees, ratified Ernst & Young LLP as auditor for 2026, and approved an advisory vote on executive pay. They also approved an amendment adding 395,000 shares to the 2022 Long-Term Incentive Plan. The company will hold advisory pay votes annually, following the one-year frequency that shareholders selected.
Shareholders approved adding 395,000 shares to the 2022 Long-Term Incentive Plan, with 18,788,716 votes for and 456,309 against.
Ernst & Young LLP was ratified as the independent auditor for the fiscal year ending December 31, 2026, with 20,526,343 votes for and 431,696 against.
Advisory say-on-pay passed with 15,830,565 votes for and 3,405,377 against; shareholders chose one year as the vote frequency, with 17,972,937 votes.
Director Archie C. Black received the most against votes among nominees, at 3,169,101.
Markel Group said its leadership team would present at its 2026 Annual Meeting of Shareholders on May 20, 2026, and furnished the slide deck as Exhibit 99.1. The filing contains no new quarterly results, and the slides mainly review performance from 2021 to 2025.
Presentation delivered at the 2026 Annual Meeting of Shareholders on May 20, 2026; also posted on the company's investor relations website.
Slides cite 2025 adjusted operating income of $2,304 million, a non-GAAP measure.
Slides cite a 5-year average pre-tax return on tangible capital of 26% (2021 to 2025) and $2.1 billion of excess capital returned to Holdco over the same period.
Manhattan Associates shareholders approved a First Amendment to the company's 2020 Equity Incentive Plan at the May 14, 2026 annual meeting. The amendment adds 3,000,000 shares to the plan and extends its term to March 20, 2036.
Plan share reserve increased by 3,000,000 shares
Plan term extended to March 20, 2036
Board adopted the amendment on March 20, 2026; shareholders approved it May 14, 2026
Full terms were described in the April 2, 2026 proxy statement
TJX reported first-quarter fiscal 2027 results for the period ended May 2, 2026, with net sales of $14.3 billion, up 9%, and diluted earnings per share of $1.19, up from $0.92 a year earlier. The company raised its full-year fiscal 2027 outlook for comparable sales, pretax profit margin, diluted EPS, and share buybacks, though it said higher fuel costs will be unfavorable to the rest of the year compared with its previous outlook.
Q1 diluted EPS of $1.19 vs. $0.92 a year earlier; net income of $1.3 billion
Q1 consolidated comparable sales up 6% vs. 3% a year earlier; net sales of $14.3 billion, up 9%
Full-year FY27 outlook raised to diluted EPS of $5.08 to $5.15 and share buyback range to $2.75 to $3.0 billion
Q2 FY27 outlook: diluted EPS of $1.15 to $1.17; company cites a higher cost of fuel for the rest of the year
Lowe's reported first-quarter 2026 results for the period ended May 1, 2026. Total sales rose to $23.1 billion from $20.9 billion, and comparable sales increased 0.6%, but diluted EPS was $2.90 versus $2.92 a year earlier. The company said adjusted diluted EPS, which excludes $96 million of acquisition-related amortization, rose 3.8% to $3.03, and it affirmed its full-year 2026 outlook.
Total sales were $23.1 billion versus $20.9 billion in the prior-year quarter; comparable sales rose 0.6%.
Diluted EPS was $2.90 versus $2.92 a year earlier; adjusted diluted EPS was $3.03, up 3.8%.
Net earnings were $1.6 billion, and the company paid $674 million in dividends during the quarter.
Full-year 2026 outlook was affirmed, including diluted EPS of approximately $11.75 to $12.25.
XPEL completed the purchase of its San Antonio, Texas facility and adjoining properties on May 15, 2026, for approximately $60.4 million. The deal was funded by a $44.8 million PNC Bank loan that XPEL guaranteed and a $15.6 million equity contribution from the company, and it is part of a planned investment of about $110 million, which the company said it expects to fund mainly from cash flow and existing cash, with the company reaffirming its 2028 margin targets and anticipating minimal 2026 EPS impact excluding one-time costs.
Harvest Ventures Holding Company, a wholly-owned subsidiary, completed the acquisition of four San Antonio properties on May 15, 2026, for approximately $60.4 million.
Building Loan from PNC Bank: $44.8 million principal, 4.7% interest rate at closing, matures May 15, 2036, 25-year amortization.
XPEL guaranteed the Building Loan, and a Wells Fargo credit facility amendment permits equity investments of up to $18 million in Harvest and Harvest Industrial Corporation.
Company expects about $110 million total investment, within its previously communicated $75 million to $150 million range, and also acquired a manufacturing facility in China.
Wendy's board appointed Robert D. Wright as President and Chief Executive Officer, effective May 21, 2026, and elected him to the board. Kenneth Cook ceases as interim CEO but remains Chief Financial Officer. The filing contains no financial results or guidance, so the change in leadership is the main news for shareholders.
Wright, age 58, was most recently President and CEO of Potbelly Corporation from July 2020 until December 2025, and previously held Wendy's Chief Operations Officer roles.
Employment letter provides a $1 million base salary and a target bonus of 175% of base salary, with payouts ranging from zero to 200% of target.
Fiscal 2026 long-term incentive grant values: $3.1 million in performance share units, $900,000 in restricted stock units and $1.5 million in stock options.
Wright will not receive additional compensation for board service and serves on the Capital and Investment and Executive Committees.
Progressive reported April 2026 results in a news release furnished under Item 7.01. Net income rose 10% to $1,087 million and earned premiums rose 7% to $7,112 million, but the combined ratio worsened to 90.2 from 84.9, which the company attributed in part to hail and thunderstorm losses. Shareholders get higher April profit and per-share earnings, offset by weaker underwriting margin.
Net income $1,087 million vs. $986 million in April 2025, up 10%
Diluted earnings per share $1.86 vs. $1.68 a year earlier, up 11%
Net premiums written $7,278 million, up 6%; net premiums earned $7,112 million, up 7%
Combined ratio 90.2 vs. 84.9 a year earlier, up 5.3 points; net catastrophe loss ratio 7.0 from hail and thunderstorms
CONMED added two independent directors, Celine Martin and Jeff Mirviss, effective July 1, 2026, and increased the board from eight to nine seats. The company also named Kimberly Lockwood as interim principal accounting officer effective June 1, 2026, and amended its bylaws, effective immediately. Shareholders at the May 18, 2026 annual meeting re-elected or elected seven directors and approved the advisory pay vote.
Celine Martin and Jeff Mirviss join the board effective July 1, 2026; board size rises to nine directors.
Kimberly Lockwood becomes Interim Corporate Controller and Interim Principal Accounting Officer effective June 1, 2026.
Amended bylaws took effect on Board approval on May 19, 2026; nominations for the 2027 annual meeting must be received between January 18 and February 17, 2027.
At the May 18, 2026 annual meeting, the advisory vote on executive compensation passed with 26,230,404 votes for and 1,742,683 against.
Chubb INA Holdings LLC agreed on May 18, 2026 to sell $1 billion of 5.300% Senior Notes due 2036 in a public offering, with Chubb Limited fully and unconditionally guaranteeing the notes. The filing attaches the underwriting and terms agreements, the note documents, and legal opinions, but it does not describe how the proceeds will be used. This is a routine debt financing, so the direct effect on shareholders is limited to the added debt and its guarantee by the parent company.
Principal amount: $1 billion of 5.300% Senior Notes due 2036
Issuer is Chubb INA Holdings LLC; Chubb Limited fully and unconditionally guarantees the notes
Agreement dated May 18, 2026; Barclays Capital Inc. and Wells Fargo Securities, LLC are representatives of the underwriters
Target reported first-quarter 2026 net sales of $25.4 billion, up 6.7% from a year earlier, and raised its 2026 net sales growth expectation to about 4%. Diluted EPS was $1.71, down 24.5% from the prior-year GAAP EPS of $2.27, which included $441 million of after-tax interchange fee settlement gains, but up 31.6% from prior-year Adjusted EPS of $1.30. For shareholders, sales and adjusted profit grew, and full-year EPS is now expected near the high end of the $7.50 to $8.50 range.
Net sales of $25.4 billion rose 6.7%; comparable sales grew 5.6%, with comparable traffic up 4.4%.
GAAP and Adjusted diluted EPS of $1.71 compared with $2.27 GAAP and $1.30 Adjusted in Q1 2025.
2026 guidance: net sales growth around 4%, two percentage points above the prior range; GAAP and Adjusted EPS near the high end of $7.50 to $8.50.
No stock repurchases in Q1; about $8.3 billion remained under the August 2021 repurchase authorization.
Caleres appointed Dan Karpel, its interim chief financial officer since January 2026, as chief financial officer effective immediately on May 20, 2026. The same release said the company expects first-quarter earnings per diluted share in the range of $0.39 to $0.41, which it describes as above its previous guidance, and it will report results on June 4.
Dan Karpel appointed CFO effective May 20, 2026; he has been interim CFO since January 21, 2026
Base salary of $550,000 with a target annual cash incentive of 65% of base salary
Q1 2026 GAAP EPS expected at $0.39 to $0.41; adjusted EPS expected at $0.35 to $0.37
Q1 sales expected at $667 million; results to be reported June 4, 2026 before market open
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.