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).
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.
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
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.
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.
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.