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).
Lincoln International, Inc. and its selling stockholders completed the initial public offering of 24,207,486 Class A common shares at $20.00 per share on May 21, 2026, including 3,157,498 shares from the underwriters' option. The company received gross proceeds of $473.7 million before underwriting discounts and commissions, and the filing says its charter and bylaws became effective on May 19, 2026.
Offering of 24,207,486 Class A shares at $20.00 per share, completed May 21, 2026, including 3,157,498 shares from the underwriters' option
Gross proceeds to the company of $473.7 million, before underwriting discounts and commissions
M. Christie Smith and John W. Oleniczak appointed to the board effective May 19, 2026
Charter authorizes 650,000,000 Class A, 250,000,000 Class B, 100,000,000 Class C and 5,000,000 preferred shares
The fund sold $50 million of Series A Mandatorily Redeemable Preferred Shares due April 30, 2031, and agreed to sell $40 million of 5.364% Series C Senior Notes due July 8, 2030. Proceeds will mainly refinance existing debt, including redeeming 2.35% Series A Senior Notes maturing July 8, 2026, and fund new portfolio investments; the preferred holder gains the right to elect two trustees.
Series A preferred: 2,000,000 shares at $25.00 liquidation preference, $50 million gross proceeds, due April 30, 2031
Series C Senior Notes: $40 million at a fixed 5.364% rate, maturing July 8, 2030, with proceeds used to redeem 2.35% Series A Senior Notes maturing July 8, 2026
Preferred purchaser may elect two trustees; Ira P. Cohen nominated as a Class III Trustee
Annual shareholder meeting set for September 25, 2026; record date July 10, 2026
Editas Medicine agreed to sell 55,555,556 shares of common stock, each paired with a common stock warrant, at a combined price of $2.25, with net proceeds estimated at $117.0 million. The company said the proceeds, together with its cash as of March 31, 2026, should fund operations into the second half of 2028, and the warrants could add about $192.5 million if fully exercised for cash, which would also dilute existing holders.
Gross offering size of about $125.0 million before underwriting discounts and offering expenses, with closing expected on or about May 27, 2026
Cash runway extended to the second half of 2028, based on current plans and assumptions the company says may prove wrong
Warrants have a $3.50 per share exercise price and expire on the earlier of 30 days after Phase 1 EDIT-401 data showing at least three patients with greater than 80% LDL-cholesterol reduction, or three years from issuance
Cogent Communications Holdings, through its subsidiary Cogent Fiber, LLC, agreed on May 22, 2026 to sell 10 data center facilities, with certain personal property and customer contracts, to an affiliate of I Squared Capital for $225 million in cash. The company will guarantee certain obligations of the seller, and the sale is expected to close on the later of June 12, 2026 or after HSR antitrust approval, which shareholders can track against the November 18, 2026 termination date.
Purchase price is $225 million in cash for 10 facilities located in Phoenix, Anaheim, Burbank, Stockton, Atlanta, Chicago, Elkridge, Kansas City, Nashville and Houston.
Expected closing is the later of June 12, 2026 or expiration or termination of the Hart-Scott-Rodino waiting period.
Either party may terminate the agreement if the sale is not completed by November 18, 2026, subject to certain limitations.
Cogent agreed to guarantee certain obligations of the seller under the Purchase Agreement.
Transcat reported fiscal fourth quarter 2026 results for the period ended March 28, 2026, with revenue up 15.8% to $89.3 million while net income fell 56.4% to $1.9 million and diluted EPS fell to $0.21 from $0.48. For the full fiscal year, revenue rose 19.2% to $331.9 million, but net income fell 63.0% to $5.4 million, and the company expects high single-digit service organic revenue growth in fiscal 2027.
Q4 fiscal 2026 revenue was $89.3 million, up 15.8%, with service revenue up 18.4% to $61.6 million and distribution revenue up 10.5% to $27.8 million.
Q4 operating income fell 37.6% to $4.3 million, and net income fell to $1.9 million from $4.5 million a year earlier.
Adjusted EBITDA rose 16.0% to $14.8 million in Q4, while total debt was $99.9 million as of March 28, 2026, up from $32.7 million a year earlier.
Management guided to high single-digit service organic revenue growth for fiscal 2027, assuming a stable economic environment.
BILL reaffirmed its previously issued guidance for fiscal 2026 fourth quarter and full year results, first reported May 7, 2026. The company also announced leadership changes, including the departures of Chief Technology Officer Ken Moss and Executive Vice President Mary Kay Bowman, effective June 30, 2026, with both continuing in advisory roles through June 30, 2027.
Guidance for fiscal 2026 Q4 and full year reaffirmed, as first reported May 7, 2026
Ken Moss (CTO since 2023) and Mary Kay Bowman (EVP, Payments and Financial Services) depart effective June 30, 2026
Eric Chan appointed CTO; Michael Cieri promoted to Chief Product Officer over a newly created Product Organization
Sarah Acton, Chief Customer Officer, will depart; a new Chief Revenue Officer will be announced in the coming weeks
Dropbox said Ashraf Alkarmi, its General Manager, Core, will become Co-Chief Executive Officer and a board member effective May 26, 2026, alongside co-founder Andrew Houston. After a transition period, Houston is expected to become Executive Chairman and Alkarmi will be the sole CEO. The company also said it expects second quarter and fiscal 2026 results to be in line with or above previously provided guidance ranges.
Ashraf Alkarmi, 47, joined Dropbox in November 2024 and becomes Co-CEO effective May 26, 2026.
Alkarmi's annual base salary is $825,000 from June 1, 2026, with RSUs valued at $12,656,250 vesting over four years.
Dropbox expects Q2 and fiscal 2026 results in line with or above the guidance ranges given in its May 7, 2026 investor supplement.
Michael Torres was appointed Chief Product Officer, effective July 7, 2026.
Peloton announced that Sid Thacker, former CFO of Rent the Runway, will become Chief Financial Officer effective June 22, 2026, succeeding interim CFO Saqib Baig, who will remain Chief Accounting Officer. The filing sets Thacker's annual base salary at $635,000, a 60% target cash bonus, and initial equity awards valued at $8,000,000 that are subject to board approval.
Sid Thacker becomes CFO effective June 22, 2026, and will report to CEO Peter Stern.
Thacker served as CFO of Rent the Runway from May 2023, after prior roles there and at investment firms.
Offer letter terms: $635,000 base salary, annual cash bonus of 60% of base salary, prorated for fiscal 2026, and equity initially valued at $8,000,000.
Saqib Baig steps down as interim CFO on June 22, 2026, and remains Chief Accounting Officer.
S&P Global said Saugata Saha, President of Market Intelligence and Chief Enterprise Data Officer, will leave the company to pursue another opportunity, effective July 30, 2026. The Enterprise Data Organization moves under Chief Technology & Transformation Officer Firdaus Bhathena, and the company reiterated its 2026 financial guidance.
Saugata Saha departs July 30, 2026, after notifying the company on May 19, 2026
Enterprise Data Organization moves to the Chief Technology & Transformation Office, led by Firdaus Bhathena
Company reiterated its financial guidance for 2026; no new figures were disclosed in the filing
Groupon's board approved a restructuring plan on May 21, 2026, covering up to 400 positions globally, including employees and contractors, with most reductions expected by the end of the third quarter of 2026, subject to local consultation rules. The company expects $7 to $13 million in pre-tax charges, mostly cash severance, and $10 to $12 million in gross 2026 savings, of which up to 50% will be reinvested. It also raised full-year Adjusted EBITDA guidance to $75 to $80 million from $70 to $75 million, while Chief Operating Officer Jiri Ponrt resigns effective July 10, 2026.
Up to 400 positions to be reduced globally, with a majority expected by the end of Q3 2026
Pre-tax restructuring charges estimated at $7 to $13 million, mostly cash severance and compensation
Full-year Adjusted EBITDA guidance raised to $75 to $80 million from $70 to $75 million
COO Jiri Ponrt resigns effective July 10, 2026; no disagreement cited and no severance benefits
CG Oncology agreed on May 20, 2026 to the separation of President and Chief Operating Officer Ambaw Bellete, effective June 30, 2026. Arthur Kuan was appointed President in addition to his existing roles, and the company has started a search for a Chief Commercial Officer, which matters to shareholders because it changes senior leadership and the executive team responsible for commercial operations.
Ambaw Bellete, President & Chief Operating Officer, separation effective June 30, 2026
Separation agreement expected to include a general release and the severance set forth in Section 4(b) of his employment agreement
Arthur Kuan appointed President on May 20, 2026, in addition to his other positions
Company has initiated a search for a Chief Commercial Officer
On May 22, 2026, Northern Oil and Gas agreed to acquire oil and gas assets in Alberta's Duvernay from Parallax Energy Operating for CA$237.0 million in cash plus shares of common stock worth CA$113.0 million, with up to CA$25.0 million of contingent consideration. The company also raised its 2026 production guidance, which it says reflects the high end of its prior low-activity range and a minor contribution from the pending acquisition.
Cash consideration of CA$237.0 million plus stock worth CA$113.0 million, subject to customary adjustments; contingent consideration up to CA$25.0 million tied to WTI prices from April 1, 2026 through December 31, 2027
Expected closing late in the second quarter of 2026; effective date April 1, 2026
Revised FY2026 annual production guidance of 143,000 to 148,000 Boe per day, up from 139,000 to 143,000 Boe per day
Stock consideration issued under Section 4(a)(2); the company must file a resale registration statement after closing
Hexagon AB completed the distribution of all Octave Intelligence plc shares to Hexagon shareholders on May 22, 2026, and Octave began the process of listing its shares as an independent company. To fund a $625 million cash payment to Hexagon, Octave drew on new credit facilities, and the filing also discloses a change of auditor and two material weaknesses in internal controls.
Hexagon shareholders of record on May 22, 2026 received one Octave Class A share per ten Hexagon Class A shares and one Octave Class B share per ten Hexagon Class B shares; first regular-way trading of OCTV on Nasdaq New York is expected Ma
Octave fully drew its $350 million U.S. dollar term loan and €150 million euro term loan, and borrowed about $120 million and €25 million under its $500 million revolving facility
PricewaterhouseCoopers AB was dismissed and PricewaterhouseCoopers LLP was appointed for fiscal 2026; the filing cites two material weaknesses related to risk assessment, segregation of duties and IT general controls
Executive transaction bonuses include $950,000 for CEO Mattias Stenberg and $800,000 for CFO Benjamin Maslen
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.