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).
Encore Capital Group issued $750.0 million of 6.625% senior secured notes due June 1, 2032, under an indenture dated May 22, 2026. The notes are guaranteed by substantially all material subsidiaries and secured by substantially all of the company's and guarantors' assets, adding to the company's secured debt.
Principal amount: $750.0 million, issued May 22, 2026
Interest rate 6.625% per year, paid semi-annually on June 1 and December 1, starting December 1, 2026
Maturity June 1, 2032, unless repurchased or redeemed earlier
Indenture names GLAS Trust Company LLC as trustee and Truist Bank as security agent; full indenture filed as Exhibit 4.1
On May 22, 2026, SiTime completed a registered offering of $1.35 billion of 0% convertible senior notes due June 15, 2031, including $150 million from the underwriters' over-allotment option. Per the pricing release, net proceeds were expected to fund part of the cash consideration for the Renesas timing business acquisition, the $108.0 million cost of capped call transactions, and general corporate purposes, which adds significant debt and potential share dilution for shareholders.
Principal of $1.35 billion, including $150 million of over-allotment notes, due June 15, 2031
Initial conversion price of approximately $1,040.47 per share, a premium of about 50% to the May 19, 2026 closing price
Cost of capped call transactions was $108.0 million; capped call cap price is $1,734.15 per share
Proceeds expected to partly fund the Renesas Electronics timing business acquisition announced February 4, 2026
Chief Financial Officer William M. Clancy notified Vishay Precision Group of his retirement on May 18, 2026, effective December 31, 2026, and the company signed a transition agreement with him on May 19. The same day, the company amended employment agreements for its CEO and Chief Accounting Officer and entered a new agreement with its Chief Business and Product Officer and Chief Operating Officer, while stockholders elected six directors at the annual meeting.
Clancy's retirement is effective December 31, 2026; his transition agreement provides base salary continuation until June 30, 2028, subject to a release of claims.
CEO Ziv Shoshani's amended agreement sets an annual equity award of about 225% of base salary from fiscal 2026, with a cash bonus target of 100% and a maximum of 150% of base salary.
Stockholders elected Kobi Altman, Sejal Shah Gulati, Erez Lorber, Saul Reibstein, Ziv Shoshani and Nava Swersky Sofer to one-year terms at the May 19, 2026 annual meeting.
Stockholders ratified Brightman Almagor Zohar & Co., a firm in the Deloitte global network, as auditor for 2026 and approved the advisory executive compensation vote.
Energy Transition Special Opportunities, a blank check company, closed its initial public offering of 15,000,000 units at $10.00 per unit on May 18, 2026, for gross proceeds of $150 million. A total of $150.75 million ($10.05 per unit), including $6 million in deferred underwriting commissions, was placed in a trust account for public shareholders, and the company has not commenced any operations.
IPO of 15,000,000 units at $10.00 per unit, generating $150 million gross proceeds, consummated May 18, 2026
Private placement of 5,375,000 warrants at $1.00 each, generating $5,375,000, sold to the sponsor and to Cohen & Company Capital Markets
$150.75 million ($10.05 per unit) placed in trust with Continental Stock Transfer & Trust Company as trustee
Total transaction costs of $9,598,172; the company has 18 months, or 24 months in some cases, to complete a business combination
Director Paul D. Ballew retired from Hyatt's board on May 20, 2026, and the board reduced its size from twelve to ten members on May 21. At the May 20 annual meeting, shareholders elected Gianni Marostica, Heidi O'Neill and Richard C. Tuttle as Class II directors, ratified Deloitte & Touche LLP as auditor for fiscal 2026, and approved executive pay on an advisory basis, while rejecting a plastics-use reporting proposal.
Paul D. Ballew retired from the board on May 20, 2026; the filing says it was not due to any disagreement with the company.
Board size was cut from twelve to ten members on May 21, 2026, after Thomas J. Pritzker did not stand for re-election.
Gianni Marostica was appointed to the Audit Committee effective May 21, 2026.
Say-on-pay was approved with 541,786,817 votes for and 2,752,233 against.
Peace Acquisition Corp, a blank check company, priced an initial public offering of 6,000,000 units at $10.00 per unit, according to a press release filed with this 8-K and dated May 21, 2026. The units are set to begin trading on Nasdaq on May 22, 2026 under the ticker PECEU, and the company plans to search for an acquisition target focused on Asia, excluding Mainland China, Hong Kong and Macau.
Priced 6,000,000 units at $10.00 per unit, announced May 21, 2026; units to trade on Nasdaq from May 22, 2026 as PECEU.
Each unit includes one ordinary share, one right to receive one-fifth of an ordinary share on completing a business combination, and one warrant to buy an ordinary share for $11.50.
Underwriters hold a 45-day option to buy up to 900,000 additional units; EarlyBirdCapital, Inc. is book-running manager.
Registration statement declared effective May 14, 2026; the company will not combine with businesses based in or principally operating in Mainland China, Hong Kong or Macau.
At its May 21, 2026 annual meeting, shareholders approved an amended and restated Flexible Stock Plan that adds 4.0 million shares, extends the plan's term to May 21, 2036, and sets a $750,000 annual compensation limit for non-employee directors. Separately, CEO Karl G. Glassman gave notice on May 20, 2026 that he is terminating his aircraft time sharing agreement with a subsidiary, effective May 30, 2026, and the company says the aircraft are now expected to be sold.
Stock plan: 4.0 million more shares added; about 8.2 million available for future grant as of March 13, 2026; 96,541,944 votes for and 3,891,677 against
Say-on-pay advisory vote approved with 94,779,810 votes for and 5,660,419 against
All eight director nominees elected; PricewaterhouseCoopers LLP ratified as auditor for fiscal 2026
Aircraft time sharing agreement, dated May 20, 2024, terminated by CEO notice on May 20, 2026, effective May 30, 2026
Patriot Acquisition Corp., a blank check company, closed its initial public offering of 16,000,000 units on May 18, 2026. Underwriter KBW partially exercised its over-allotment option for 1,500,000 more units on May 21, 2026, and the total trust account balance reached $175,875,000. The company has not selected a business combination target, and it has 18 months from the IPO closing to complete one or return public shares.
16,000,000 units sold at $10.00 each on May 18, 2026, for gross proceeds of $160,000,000
1,500,000 over-allotment units sold May 21, 2026, for gross proceeds of $15,000,000
Private placement of 5,200,000 warrants at $1.00 each, plus 75,000 more warrants sold to KBW for $75,000 on May 21, 2026
Trust account total of $175,875,000; completion window of 18 months from the IPO closing
On May 22, 2026, Merck & Co. closed an underwritten public offering of seven series of notes with a combined principal amount of $6.0 billion, maturing between 2028 and 2056. The filing describes the issuance terms and related legal documents but does not state how the company plans to use the proceeds.
Seven note series totaling $6.0 billion, from a $500 million floating rate note due 2028 to a $1 billion 5.850% note due 2056
Largest series is $1.5 billion of 5.200% notes due 2036
Notes issued under a shelf registration statement filed March 19, 2024, and an indenture dated January 6, 2010, with U.S. Bank Trust National Association as trustee
Mach Natural Resources LP entered an equity distribution agreement with Morgan Stanley as sales agent, allowing it to sell common units worth up to $100 million through at-the-market offerings. The company has no obligation to sell any units and intends to use any net proceeds mainly to repay term loan borrowings under its senior secured revolving credit agreement, which could lead to dilution for existing unitholders.
Program covers common units with an aggregate offering price of up to $100 million.
Morgan Stanley & Co. LLC acts as sales agent and receives a commission of 2.5% of gross sales price.
Net proceeds, if any, are intended mainly to repay term loan borrowings under the revolving credit agreement dated February 27, 2025.
The company has no obligation to sell units and may suspend or terminate the agreement at any time.
On May 21, 2026, SM Energy's board raised long-term incentive targets for CEO Elizabeth A. McDonald to $5,800,000 and COO Blake D. McKenna to $2,400,000, and the compensation committee amended McDonald's change of control severance agreement. At the same day's annual meeting, stockholders re-elected all incumbent directors, approved executive pay in a non-binding vote, and ratified Deloitte & Touche LLP as auditor for 2026. For shareholders, the filing shows higher pay targets for two executives and an updated change of control payout structure, with no change in leadership.
Board increased McDonald's long-term incentive target to $5,800,000, granted 40% as restricted stock units and 60% as performance share units.
Board increased McKenna's long-term incentive target to $2,400,000, granted 50% as restricted stock units and 50% as performance share units.
McDonald's amended change of control agreement provides a lump sum of three times base salary plus other amounts if she is terminated within two and one-half years after a change of control.
Stockholders approved executive pay in a non-binding vote with 181,729,629 for and 9,041,702 against; Deloitte & Touche LLP was ratified with 215,183,397 for and 325,601 against.
Integer Holdings amended executive agreements and approved retention bonuses for its CEO and four other executives while a strategic review to maximize stockholder value is underway. At its May 20, 2026 annual meeting, stockholders approved the 2026 Omnibus Incentive Plan, which replaces the 2021 plan and reserves 1,000,000 shares plus unused and forfeited 2021 plan shares.
CEO Payman Khales is set to receive a $1.75 million retention bonus; half vests December 31, 2026 and half vests on a change in control, subject to continued employment
Performance-based equity awards vest at the greater of target and actual performance if an executive is terminated without cause or resigns for good reason around a change in control
Stockholders approved the 2026 Omnibus Incentive Plan with 27,750,271 votes for and 1,378,718 against, and all 11 director nominees were elected
Crescent Energy's subsidiary signed a fifteenth amendment to its credit agreement with Wells Fargo as administrative agent. The borrowing base falls from $3.9 billion to $3.5 billion, while revolving loan maturity is extended to May 19, 2031 and aggregate elected commitments stay at $2.0 billion.
Borrowing base decreased from $3.9 billion to $3.5 billion, tied to the April 1, 2026 scheduled redetermination
Revolving loan maturity extended to May 19, 2031 from October 22, 2030
Up to $600.0 million of certain additional debt incurred from May 18, 2026 to the October 1, 2026 redetermination date is excluded from the required 0.25x borrowing base reduction, subject to that threshold
Aggregate elected commitments maintained at $2.0 billion
Iron Dome Acquisition I Corp., a blank check company with no operations, completed its initial public offering of 15,000,000 units at $10.00 per unit on May 18, 2026. The underwriter's partial over-allotment of 700,000 units closed on May 20, bringing the total held in the trust account to $157,785,000, and shareholders' funds stay in trust until a business combination or redemption if none is completed within 18 months.
IPO of 15,000,000 units at $10.00 per unit closed May 18, 2026, with $150,000,000 in gross proceeds.
Over-allotment of 700,000 units closed May 20, 2026, generating $7,000,000 in gross proceeds.
Total held in the trust account was $157,785,000 as of May 20, 2026; trust funds are initially anticipated at $10.05 per Public Share.
If no business combination is completed within 18 months of the IPO closing, the company will redeem 100% of the public shares.
Berto Acquisition Corp. II, a blank-check company with no operations, closed its initial public offering of 31,510,000 units at $10.00 per unit on May 18, 2026, generating $315.1 million in gross proceeds. The full $315.1 million was placed in a U.S. trust account to fund a future business combination, and the company filed an audited balance sheet as of May 18, 2026. The filing is a closing and disclosure update, and the trust funds stay in place until a business combination is completed or the company liquidates.
IPO closed May 18, 2026: 31,510,000 units at $10.00 each, including 4,110,000 units from the underwriters' full over-allotment exercise.
Each unit has one ordinary share and one-third of one redeemable warrant, exercisable at $11.50 per share after 30 days from the business combination.
$315,100,000 placed in trust with Continental Stock Transfer & Trust Company, acting as trustee.
Private placement of 3,500,000 warrants to the sponsor at $1.00 each, generating $3,500,000 in gross proceeds.
Corpay entered into an eighteenth amendment to its credit agreement on May 21, 2026, increasing its revolving credit facility to $3.7 billion and Term Loan A to $3.3 billion, both maturing May 21, 2031, and increasing Term Loan B-6 to $2.95 billion. The company used proceeds to repay its Term Loan B-5 in full, and says the refinancing will lower annual interest expense and increase liquidity.
Revolving credit commitments rise by $0.9 billion to $3.7 billion; Term Loan A rises by $0.4 billion to $3.3 billion, both maturing May 21, 2031
Term Loan B-6 increases by $2.05 billion to $2.95 billion, maturing November 5, 2032
Term Loan B-5 repaid in full using Term Loan A and revolver proceeds of $1.0 billion and Term Loan B-6 proceeds of $2.05 billion
Company states USD interest rates are 10 basis points lower than the existing facilities
Innovative Industrial Properties entered a $20 million loan with A.G.P./Alliance Global Partners, secured by its at-the-market equity sales proceeds. The loan carries a 10.0% annual rate, matures October 9, 2026, and requires weekly payments starting May 29, 2026, with proceeds expected to go toward general corporate purposes including repaying 5.50% Senior Notes due May 2026. The filing describes the loan as costly and restrictive for shareholders, since sales proceeds must be deposited into a lender-controlled account and the company's equity program is pledged as collateral.
Loan principal of $20 million at 10.0% per annum, compounding monthly; rate rises to 18.0% during an event of default
Matures October 9, 2026, with weekly interest and principal payments beginning May 29, 2026
Lender receives a security interest in gross sales proceeds under the May 13, 2025 equity distribution agreement; sales proceeds go to a segregated account
Company agreed to a 1% advance setup fee; proceeds expected to fund general corporate purposes, including repayment of 5.50% Senior Notes due May 2026
On May 18, 2026, FitLife Brands' board appointed Executive Vice President Ryan Hansen, who joined the company in November 2023, as President and raised his base salary from $275,000 to $300,000. He also received options on 75,000 shares at $10.50 and 50,000 performance stock units, which vest only if the 30-day VWAP reaches $20.00. For shareholders, the filing shows a senior leadership change and equity awards that could add to outstanding shares if they vest.
Appointment effective May 18, 2026; Hansen, 38, was previously Executive Vice President and has no formal employment agreement (at-will).
Base salary increased from $275,000 to $300,000, effective May 18, 2026.
Options for 75,000 shares at an exercise price of $10.50; one-third vest on the first anniversary of the grant date, with the rest vesting in equal parts in years two and three.
50,000 PSUs vest when the 30-day VWAP meets or exceeds $20.00, and expire on the fifth anniversary of the grant date if not vested.
SS&C's board renewed its stock repurchase program for up to $1.5 billion of common stock, with authority lasting one year, and approved a $0.27 per share quarterly dividend. At its May 20, 2026 annual meeting, stockholders also approved adding 10,000,000 shares to the company's stock incentive plan, which could increase share issuance to employees and directors.
Board authorized repurchases of up to $1.5 billion of common stock; the program may be suspended or discontinued at any time.
Quarterly dividend of $0.27 per share is payable June 15, 2026, to holders of record as of June 1, 2026.
Stockholders approved adding 10,000,000 shares to the Third A&R 2023 Stock Incentive Plan, with 177,696,046 votes for and 30,180,122 against.
Stockholders ratified PricewaterhouseCoopers LLP as auditor for fiscal 2026 (209,980,176 for, 9,554,471 against) and elected three Class I directors.
At its May 22, 2026 annual meeting, LyondellBasell shareholders elected 12 directors and approved an amended Long Term Incentive Plan that adds 8,000,000 ordinary shares. They also approved a new share repurchase program covering up to 10% of issued share capital, or 34,042,250 shares, through November 22, 2027. The buyback is not an obligation, and the added plan shares could dilute existing holders.
Shareholders present represented 285,156,235 shares, about 88.34% of shares entitled to vote.
Plan amendments authorize 8,000,000 additional ordinary shares and cap annual grants to any non-executive director at $2 million in grant-date fair value.
Repurchase authority covers up to 34,042,250 shares until November 22, 2027, and may be suspended or discontinued at any time.
Hilton Grand Vacations' subsidiary signed an amendment on May 20, 2026 that raises its receivables warehouse credit facility from $850 million to $1 billion and extends the revolving period to May 2028. The amendment also allows timeshare loans tied to the Elara resort to be pledged as collateral, subject to eligibility criteria. As of May 20, 2026, about $200 million was outstanding under the facility, so the filing describes a larger borrowing capacity rather than a new debt load.
Facility size increases from $850 million to $1 billion under Omnibus Amendment No. 5
Revolving period extended to May 2028
About $200 million in outstanding borrowings as of May 20, 2026, excluding accrued interest
Elara timeshare loans originated by LV Tower 52, LLC may be pledged as collateral, subject to conditions
UGI International, a wholly owned subsidiary of UGI Corporation, issued €300 million in 5.000% senior notes due 2031 on May 21, 2026, in a private offering. Proceeds were used mainly to repay short-term borrowings under its revolving credit facility and partially prepay a term loan, with any remainder for general corporate purposes.
Notes: €300,000,000 aggregate principal, 5.000% coupon, due 2031, interest paid semiannually on June 1 and December 1 starting December 1, 2026
Proceeds repaid revolving credit facility borrowings, partially prepaid senior unsecured term loan, and covered fees and expenses
Change of control repurchase offer at 101.0% of principal; notes are senior unsecured and guaranteed by certain subsidiaries
Nine Energy Service, Inc. appointed Heather Schmidt as its permanent Chief Financial Officer effective May 22, 2026, after she served as interim CFO since May 11, 2026. The company also entered an amended employment agreement with her setting a $425,000 base salary, a 75% target bonus and $600,000 in incremental long-term incentive awards, which matters to shareholders because it fixes the leadership of the finance function and the pay terms tied to it.
Heather Schmidt, age 42, was appointed permanent CFO effective May 22, 2026, having been interim CFO since May 11, 2026.
Her employment agreement sets a base salary of $425,000 and a target annual bonus of 75% of base salary.
She received incremental long-term awards with a $300,000 target value in time-based restricted stock units and a $300,000 target performance-based cash award; the performance award's maximum is 200% of target.
If her employment is terminated without cause or for good reason, she may receive severance equal to one times base salary plus target bonus, or two times after a change in control within 24 months.
Cavco Industries reported higher fourth-quarter and full-year fiscal 2026 revenue and diluted earnings per share compared with the prior year. On May 18, 2026, the board approved a new $150 million stock repurchase program, which the company expects to fund from existing cash. The company is not obligated to buy any particular amount of stock, and the program can be suspended or discontinued at any time.
Fourth-quarter net revenue was $550 million, up 8.2% from $508 million; diluted EPS was $5.42 versus $4.47.
Fiscal 2026 net revenue was $2.245 billion, up 11.4%; diluted EPS was $23.98 versus $20.71.
Factory-built housing gross margin for the year was 22.1%, down from 22.9%.
Backlog at March 28, 2026 was $195 million, down from $197 million a year earlier.
BJ's Wholesale Club reported first-quarter fiscal 2026 total revenues of $5.66 billion, up 9.9% from a year earlier, with comparable club sales up 6.3%. Net income fell 4.7% to $142.7 million and diluted EPS fell to $1.10 from $1.13, and the company said its fiscal 2026 guidance was unchanged.
Total revenues rose 9.9% to $5.66 billion; membership fee income rose 9.9% to $132.4 million.
Net income fell 4.7% to $142.7 million; adjusted EPS was $1.10 versus $1.14 a year earlier.
Adjusted EBITDA rose 4.3% to $298.1 million; SG&A increased to $806.0 million.
Fiscal 2026 guidance from March 5, 2026 is unchanged: adjusted EPS of $4.40 to $4.60 and capital expenditures of about $800 million.
Booz Allen reported fiscal 2026 results for the year ended March 31, 2026, with revenue down 6.4% to $11.2 billion while adjusted diluted EPS rose 2.5% to $6.51. Its fiscal 2027 guidance projects adjusted diluted EPS of $6.00 to $6.35, below the fiscal 2026 figure, and revenue of $11.2 billion to $11.7 billion.
Q4 fiscal 2026 revenue was $2.8 billion, down 6.4% year over year, while adjusted diluted EPS was $1.78, up 10.6%.
Fiscal 2026 GAAP diluted EPS was $6.90, down 4.8%, and net income was $851 million, down 9.0%.
Fiscal 2027 guidance: revenue $11.2 billion to $11.7 billion, adjusted diluted EPS $6.00 to $6.35, and free cash flow $825 million to $925 million.
The board declared a regular quarterly dividend of $0.59 per share, payable June 26, 2026, to holders of record on June 10, 2026.
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.