1,106 material Form 8-K filings that 909 companies we cover made with the SEC in June 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).
U.S. Global Investors said its earnings per share for the three and nine months ended March 31, 2026 were overstated because a spreadsheet formula omitted a component of shares from the weighted-average share count. The company will file a Form 10-Q/A, and earlier reports for those periods should no longer be relied upon, though net income, revenues, and cash flows were not affected. Management also concluded that a material weakness in internal control over financial reporting existed as of March 31, 2026.
The restatement covers the three and nine months ended March 31, 2026, previously reported in the Form 10-Q filed May 13, 2026.
Weighted-average shares were understated by 702,484 for the quarter and 230,743 for the nine months, overstating EPS by $0.02 and $0.01, respectively.
Corrected basic and diluted EPS for the quarter is $0.21; net income for the quarter was $2.7 million, which the company says is unchanged.
The Audit Committee discussed the matters with Grant Thornton LLP, and management is implementing enhanced review procedures and spreadsheet controls.
Fulgent Genetics said it presented updated preliminary Phase 2 data for its drug candidate FID-007 combined with cetuximab in recurrent or metastatic head and neck squamous cell carcinoma at the ASCO 2026 Annual Meeting. The company reported an objective response rate of 61.9% and median progression-free survival of 6.7 months, and said a Phase 3 study is planned. The filing contains no financial results, so the update concerns the company's therapeutic pipeline rather than current earnings.
Presentation scheduled June 1, 2026, from 4:30 p.m. to 6:00 p.m. CDT in Chicago, as Abstract #6020 at ASCO 2026
Reported objective response rate of 61.9%, median progression-free survival of 6.7 months, and median duration of response of 7.4 months
One-year overall survival of 63.4%, based on data with an April 16, 2026 cutoff from a Phase 2 study (NCT06332092)
A Phase 3 study is planned; slides are to be posted on the investor relations website after the presentation
Donaldson reported third quarter fiscal 2026 net sales of $995.1 million, up 5.8%, and GAAP diluted EPS of $1.00 versus $0.48 a year earlier. Adjusted diluted EPS rose 7.1% to $1.06, and the company narrowed its fiscal 2026 guidance, raising its organic sales outlook while lowering its adjusted operating margin range.
Net sales of $995.1 million, up 5.8%; Mobile Solutions sales rose 8.1% and Life Sciences rose 12.7%
GAAP diluted EPS of $1.00 versus $0.48; adjusted diluted EPS of $1.06 versus $0.99
Closed the Facet Filtration acquisition on May 4, 2026, in an all-cash transaction of $829 million
Fiscal 2026 adjusted operating margin guidance lowered to 15.8% to 16.2% from 16.0% to 16.4%; organic sales growth guidance raised to 3% to 5% from 1% to 5%
Burtech Acquisition Corp II, a blank check company with no operations, closed its initial public offering of 8,000,000 units at $10.00 each on May 26, 2026, raising $80 million in gross proceeds. The filing also includes an audited balance sheet showing $80.4 million held in a trust account for public shareholders, but the auditor states that substantial doubt exists about the company's ability to continue as a going concern.
8,000,000 units sold at $10.00 per unit for gross proceeds of $80,000,000; each unit includes one Class A ordinary share and one redeemable warrant exercisable at $11.50
Private placement of 252,000 units at $10.00 per unit for $2,520,000, with the sponsor buying 222,000 units and an investor buying 30,000
$80,400,000 ($10.05 per unit) placed in trust; cash on hand was $898,623 as of May 26, 2026
Auditor WithumSmith+Brown, PC includes a going concern paragraph; the company has 15 months from the IPO closing, extendable to 21 months, to complete a business combination
Selling stockholders of Karman Holdings Inc. (NYSE: KRMN) agreed to sell 14,000,000 shares at $61.00 each in an underwritten offering that closed June 1, 2026. Karman is not selling any shares and receives no proceeds, so the company does not raise capital, but the sale increases the float available to trade and the company has agreed to a 90-day restriction on its own share sales.
Offering size rose to 14,000,000 shares from the 13,500,000 originally proposed, at $61.00 per share.
Selling stockholders expected gross proceeds of about $854 million before underwriting discounts and expenses; Karman received none.
Underwriters hold a 30-day option to buy up to 2,100,000 additional shares; the company agreed not to sell shares for 90 days from May 28, 2026, subject to exceptions.
Karman said its active pipeline was about $3 billion as of May 25, 2026, versus about $1 billion as of March 31, 2025; the company describes these figures as estimates.
Enviri completed the spin-off of its Harsco Environmental and Harsco Rail businesses as New Enviri before the NYSE opened on June 1, 2026, and the company will trade regular way as Enviri Corporation under NVRI on June 2. New Enviri took on a $370.7 million term loan and a $152.0 million revolving credit facility that was undrawn after the merger, and the filing states projected 2026 pro forma revenue of about $1.2 billion and Adjusted EBITDA of about $140 million. Shareholders received one New Enviri share for every three Enviri shares, along with $15.00 per share in cash tied to the Clean Earth sale.
Shareholders received one New Enviri common share for every three Enviri shares, plus $15.00 per share in cash tied to the Clean Earth sale to Veolia
New Enviri had $370.7 million of term loan principal outstanding and no revolver borrowings after the merger; the term loan matures March 10, 2028 and the revolver September 5, 2029, subject to a springing maturity
Filing states projected 2026 pro forma revenue of about $1.2 billion and Adjusted EBITDA of about $140 million
Russell Hochman is President and CEO; directors and executive officers signed indemnification agreements on June 1, 2026
Peace Acquisition Corp., a Cayman Islands blank-check company, completed its initial public offering of 6,000,000 units at $10.00 per unit on May 26, 2026, for gross proceeds of $60,000,000. A simultaneous private placement of 262,500 units raised $2,625,000 from the sponsor Baystar Holding Group Limited and EarlyBirdCapital, and the auditor's report on the company's balance sheet includes a going concern warning. The company has no operations and must complete a business combination within 15 months or return trust funds to public shareholders.
IPO of 6,000,000 units at $10.00 per unit, for gross proceeds of $60,000,000; each unit includes one ordinary share, one right to receive one-fifth of a share, and one warrant exercisable at $11.50
Private placement of 262,500 units at $10.00 per unit, for $2,625,000, bought by Baystar Holding Group Limited and EarlyBirdCapital, Inc.
Cash held in trust of $60,300,000; ordinary shares subject to redemption carried at $10.05 per share
UHY LLP's audit report includes substantial doubt about the company's ability to continue as a going concern; the company held $547,815 in cash as of May 26, 2026
CorVel Corporation said Sarah Scott, a 26-year company veteran, will succeed Michael G. Combs as CEO and President on July 1, 2026. Combs, who has led the company since 2019 as CEO and since 2017 as President, will become Executive Chair and advise on the transition. The filing gives no financial results, so the change is a leadership transition with no stated effect on the company's numbers.
Sarah Scott becomes CEO and President effective July 1, 2026; she joined the company in 1999 and was Executive Vice President, Product and Corporate Services.
Scott's annual base salary rises to $600,000, with a target annual bonus of 75% of base salary and an opportunity of up to 100%.
Michael G. Combs will serve as Executive Chair at a base salary of $25,000 per month, effective July 1, 2026.
Scott will receive 25,000 stock options under the 2025 Stock Incentive Plan.
Soulpower Acquisition Corp. issued an unsecured, interest-free promissory note of up to $2.5 million on May 29, 2026, to Soulpower Management LLC, a lender linked to its sponsor and Chief Executive Justin Lafazan. The note is forgiven in full if the company completes an initial business combination, and otherwise falls due on an event of default or liquidation, so shareholders' exposure depends on whether that combination closes.
Note principal of up to $2,500,000 issued May 29, 2026 to Soulpower Management LLC
Note bears no interest and is not convertible into company securities
Principal is automatically forgiven upon consummation of an initial business combination
Proceeds are to be used for general working capital; lender is controlled by CEO Justin Lafazan's firm
On June 1, 2026, Veralto issued $725 million of 4.850% senior notes maturing January 15, 2032, in an underwritten offering. The company received net proceeds of about $718.8 million and plans to use them for general corporate purposes, which may include refinancing existing debt.
Notes: $725 million aggregate principal, 4.850% coupon, maturing January 15, 2032
Net proceeds of approximately $718.8 million after underwriting discount and estimated offering expenses
Interest paid semi-annually on January 15 and July 15, starting January 15, 2027
Underwriters: BofA Securities, Citigroup Global Markets and J.P. Morgan Securities; trustee: Deutsche Bank Trust Company Americas
West Pharmaceutical Services said its Board appointed Michel Lagarde, formerly Executive Vice President and Chief Operating Officer at Thermo Fisher Scientific, as President and Chief Executive Officer effective August 31, 2026, replacing Eric M. Green, who is retiring. Lead Independent Director Robert F. Friel will become Board Chair on the same date, and Mr. Lagarde will join the Board as a director.
Mr. Lagarde's annual base salary is $1,175,000, with a target annual incentive of 125% of salary, or $1,468,750.
His 2026 long-term incentive award has a total grant value of $8,611,111, and a one-time sign-on grant has a total grant date value of $6,875,000.
Matching inducement grants are based on his personal stock purchases between May 31, 2026 and the start date, capped at $2,500,000.
Mr. Green's transition was first disclosed on March 9, 2026, when he told the Board on March 6, 2026 of his intent to retire.
Summit Midstream Corporation (NYSE: SMC) said its Board authorized an inaugural program to repurchase up to $35 million of its common stock. The CEO said the company has repaid all arrears on its Series A Preferred Stock and is now in a position to use buybacks to support liquidity and the secondary market for its shares.
Program authorizes repurchases of up to $35 million of common stock, par value $0.01 per share, announced June 1, 2026
Repurchases may be made in the open market, in privately negotiated or block transactions, or under a Rule 10b5-1 plan, subject to debt covenants and market conditions
The program has no fixed expiration date, does not require a specific number of shares to be bought, and may be suspended or discontinued at any time
CEO Heath Deneke said the company has repaid all arrears on its Series A Preferred Stock
LP said Chief Financial Officer Alan Haughie will retire effective September 1, 2026, and the Board appointed Aaron Howald, currently Vice President, Investor Relations and Business Development, to succeed him. Haughie will serve in an advisory role through February 28, 2027, to support the 2026 annual reporting process. The filing also says Chief Commercial Officer Craig Sichling plans to retire in the first half of 2027 after a successor is named.
Alan Haughie retires as Executive Vice President and CFO effective September 1, 2026, and serves in an advisory capacity through February 28, 2027.
Aaron Howald becomes CFO and Senior Vice President effective September 1, 2026, with an annual base salary of $560,000.
Howald receives a one-time RSU award valued at $625,000 on September 1, 2026, and long-term equity grants valued at $975,000 annually beginning February 2027.
Craig Sichling, Senior Vice President and Chief Commercial Officer, plans to retire in the first half of 2027; LP will conduct a search for his successor.
American Integrity Insurance Group announced on June 1, 2026 that it has fully placed the 2026-2027 indemnity-based catastrophe excess of loss reinsurance program for its insurance subsidiary, American Integrity Insurance Company. The company said it raised its total third-party excess of loss limit to $2.99 billion and cited rate reductions and improved terms, which may lower its reinsurance costs and reduce its net retention exposure.
Third-party excess of loss reinsurance limit raised to $2.99 billion for all occurrences, citing 9% growth in peak season in-force exposure
Program provides third-party coverage of $2.2 billion for a single catastrophic event
Expected net catastrophe reinsurance premiums ceded to third parties of $430 million to $440 million for the 2026 treaty year
Additional $260 million of catastrophe bonds issued in 2026 at more favorable pricing
Bright Horizons' subsidiary signed a Fifth Amendment to its credit agreement on June 1, 2026, adding $375 million in incremental term A loans and raising the revolving credit commitment from $900 million to $1 billion. Proceeds of the new term loans, together with cash on hand, were used to repay $375 million of outstanding revolving loans, and the facilities now mature on April 17, 2030. The filing describes a financing and debt-refinancing step rather than a change in operating results, with borrowing costs and a covenant limit that shareholders may want to track.
$375 million in incremental 2026 Term A loans, used to repay $375 million of existing revolving loans
Revolving credit commitment increased from $900 million to $1,000 million
Both facilities mature on April 17, 2030; term loan amortization begins September 30, 2026
Maximum consolidated first lien net leverage ratio of 4.25:1.00 applies to both facilities
Community Health Systems completed the sale of four Arkansas hospitals and associated outpatient centers to Freeman Health System on June 1, 2026, for $110 million in cash before certain transaction expenses, subject to a post-closing working capital adjustment. The unaudited pro forma figures show an estimated pre-tax loss on the sale of $55 million and lower 2025 results without these facilities, including diluted EPS of $3.50 versus $3.77 as reported.
Closed June 1, 2026; the purchase agreement was signed March 5, 2026, with Freeman Health System as purchaser
Facilities sold: Northwest Medical Center in Bentonville (128 beds), Springdale (222 beds), Willow Creek Women's Hospital in Johnson (64 beds), and Siloam Springs Regional Hospital (73 beds)
Pro forma estimated pre-tax loss on sale of $55 million ($48 million after tax)
Pro forma 2025 net operating revenues of $12,070 million versus $12,485 million as reported
Verra Mobility replaced CEO David Roberts with Chief Transformation Officer Jonathan Keyser as interim President and CEO, effective May 31, 2026, and Roberts also resigned from the Board. The company said the change is meant to realign its cost structure, and it has retained a search firm to find a permanent CEO.
David Roberts ceased to serve as President and CEO effective May 31, 2026, and resigned from the Board effective May 30, 2026; the Board reduced its size from seven to six directors.
Keyser's interim pay includes a base salary of $650,000 and a target bonus of 100% of base salary, plus a $2,250,000 RSU award and a $3,300,000 cash retention award.
CFO Craig Conti received a $1,750,000 RSU award and a $3,300,000 cash retention award, with base salary rising to $550,000 effective June 2, 2026.
Encompass Health completed a $500 million private offering of 5.875% senior notes due 2034 on May 29, 2026, with net proceeds of about $491.2 million. The company plans to use the proceeds, along with cash on hand, to redeem $400 million of its 4.500% notes due 2028 and repay $100 million on its revolving credit facility, which refinances part of its existing debt rather than adding a stated new use of funds.
Notes: $500 million principal, 5.875% annual interest, maturing June 1, 2034
Net proceeds of approximately $491.2 million after discounts and expenses
Plans to redeem $400 million of the $800 million 4.500% notes due 2028 and repay $100 million on the revolving credit facility
Computershare Trust Company is trustee under the indenture
Northern Oil and Gas entered a registration rights agreement with seller Parallax Energy Operating Inc. covering resale of the stock issued as consideration under a May 22, 2026 asset purchase agreement. The company must file a shelf registration on Form S-3ASR for those shares and will cover the seller's related fees and expenses, so the shares can later be resold in the public market. The filing does not state the value of the assets or the number of shares issued.
Registration rights agreement dated June 1, 2026, with Parallax Energy Operating Inc.
Shelf registration on Form S-3ASR due by the later of the first business day after closing or three business days after the seller's completed questionnaire.
Company agreed to indemnify the seller and pay all related fees and expenses.
Stock was issued in a private transaction under Section 4(a)(2) of the Securities Act; the filing gives no dollar value or share count.
Penguin Solutions said Chief Financial Officer Nate Olmstead will resign effective July 8, 2026, to pursue an opportunity in a different industry, and that the departure is not related to any disagreement with the company. Vice President of Finance and Accounting Aaron Johnson will serve as interim CFO from July 9, 2026, while the company searches for a permanent CFO. The company also reaffirmed its fiscal 2026 outlook and expects net sales and diluted EPS at the high end of its outlook ranges, which matters to shareholders because it signals the company still expects strong results despite the finance leadership change.
Nate Olmstead resigns as Senior Vice President and CFO effective July 8, 2026, and will receive no severance benefits
Aaron Johnson, 47, named interim CFO and principal financial and accounting officer effective July 9, 2026
Company reaffirmed fiscal 2026 outlook and expects net sales and diluted EPS at the high end of outlook ranges
Company will report third-quarter fiscal 2026 results on July 7, 2026, and has begun a search for a permanent CFO
On May 29, 2026, Barings BDC agreed with its adviser, Barings LLC, to terminate the Sierra Credit Support Agreement dated February 25, 2022, in exchange for a cash payment of $67,027,611 due on or before June 30, 2026. The company also entered a New Credit Support Agreement covering the remaining $10,994,928 fair value of investments in two Sierra legacy portfolio companies, which matters to shareholders because it sets the downside protection for those holdings.
Prior agreement terminated in exchange for a $67,027,611 cash payment from Barings LLC, due on or before June 30, 2026.
Cash payment covers realized investments, investments with fair value of $500,000 or less, and unrealized losses as of May 29, 2026.
New agreement covers $10,994,928 of remaining fair value in two Sierra legacy portfolio companies through April 1, 2032, or earlier if the portfolio is realized or written off.
Covered losses are to be settled first by waiving incentive fees and then base management fees, with any excess paid in cash.
CVB Financial and Citizens Business Bank signed a Third Amended and Restated Employment Agreement with CEO David A. Brager on June 1, 2026, extending his term to June 30, 2029, about three years early. The filing sets his base salary at $966,000, a target bonus of 120% of salary, and expanded severance and change-in-control terms.
Agreement dated June 1, 2026 extends the prior term that was set to end June 30, 2027, through June 30, 2029.
Base salary is $966,000 annualized; target bonus is 120% of salary, with a maximum of 180%.
Annual equity grants are targeted at 180% of base salary, with a minimum grant value of 150%.
Severance on termination without cause or for good reason is 2x base pay plus 2x average bonus, payable over 18 months; change-in-control severance is 2.5x.
Array Digital Infrastructure, a subsidiary of Telephone and Data Systems (TDS), completed the sale of select spectrum assets to Verizon on June 1, 2026, receiving $1.0 billion in cash. The same day, Array's board declared a special cash dividend of $11.00 per share, payable to holders of its common and Series A common stock, which gives TDS a cash distribution from the sale proceeds.
Array received a $1.0 billion cash purchase price at the closing of the spectrum sale to Verizon, under a License Purchase Agreement dated October 17, 2024.
Array declared a special cash dividend of $11.00 per share on June 1, 2026.
Record date is June 11, 2026, and the payment date is scheduled for June 25, 2026.
As of June 1, 2026, TDS held 33,005,877 Series A shares and 37,782,826 common shares of Array.
V2X's subsidiaries entered into Amendment No. 6 to their First Lien Credit Agreement on May 29, 2026, with Royal Bank of Canada as administrative agent. The amendment creates a new $868,522,978.38 term loan that replaces all existing term loans under the credit agreement, maturing December 6, 2030. The filing discloses new borrowing terms but does not state the reason for the refinancing or any change in the company's overall debt level.
New term loans in aggregate original principal of $868,522,978.38, maturing December 6, 2030
Interest at SOFR plus 2.00% (0.00% SOFR floor) or base rate plus 1.00%; margin may fall 0.25% if rating criteria are met
Quarterly amortization of about 1.00% per year; voluntary prepayment permitted without premium, except SOFR breakage costs and possible call premium on certain repricings after May 29, 2026
Gulfport Energy appointed Domenic J. Dell'Osso Jr. as President and Chief Executive Officer effective May 28, 2026, and also added him to the Board, which was increased to seven members. At the May 27, 2026 annual meeting, stockholders elected six directors, ratified Grant Thornton LLP as auditor, and approved the nonbinding say-on-pay proposal.
Dell'Osso was named President and CEO on May 4, 2026, effective May 28, 2026, and joined the Board on May 28, 2026.
He previously served as President and CEO of Expand Energy Corporation from 2021 to February 2026.
He will receive no additional compensation for his Board role and is not expected to serve on a Board committee.
Say-on-pay passed with 14,813,750 votes for and 289,761 against.
Array completed the sale of select spectrum assets to Verizon for $1.0 billion in cash and declared a special cash dividend of $11.00 per share. The company says the dividend reflects the Verizon closing and other transactions alongside cash on hand, and it does not expect additional dividends in 2026. The special committee's evaluation of a non-binding acquisition proposal from TDS is separate, and the committee has not made a decision.
Verizon paid $1.0 billion in cash at the June 1, 2026 closing of the spectrum sale
Special dividend of $11.00 per share; record date June 11, 2026; payment date June 25, 2026
Spectrum sales to T-Mobile totaling $168 million were completed in May 2026
TDS's non-binding proposal dated May 7, 2026 remains under special committee review with no decision
HPE reported fiscal second-quarter revenue of $10.7 billion, up 40% from a year earlier, and GAAP diluted EPS of $0.44, above its outlook range of $0.09 to $0.13. It raised its fiscal 2026 non-GAAP diluted EPS range to $3.35 to $3.45 and introduced a fiscal 2027 growth framework, and it appointed Christopher P. Hsu to its board under the Elliott cooperation agreement. The company also completed the sale of its H3C stake for approximately $370.4 million and declared a $0.1425 quarterly dividend.
Q2 revenue of $10.7 billion, up 40%; GAAP diluted EPS of $0.44 and non-GAAP diluted EPS of $0.79, both above outlook
Fiscal 2026 non-GAAP diluted EPS raised to $3.35 to $3.45; free cash flow now expected to be at least $3.5 billion
Fiscal 2027 framework: revenue growth of 8% to 12% and non-GAAP diluted EPS growth of 12% to 16%
Quarterly dividend of $0.1425 per share payable July 15, 2026, to holders of record on June 16, 2026
Credo reported fourth-quarter and fiscal 2026 results, with quarterly revenue of $437.0 million and full-year revenue of $1.3 billion, and guided first-quarter fiscal 2027 revenue to $465.0 million to $475.0 million. The same filing disclosed a one-time performance-based equity award for CEO William Brennan that vests only if revenue and stock price targets are met over a five-year period ending June 30, 2031.
Q4 fiscal 2026 revenue of $437.0 million rose 157.0% year over year and 7.4% quarter over quarter; GAAP diluted net income per share was $0.88, versus $0.20 a year earlier.
Fiscal 2026 revenue was $1.3 billion, compared with $436.8 million in fiscal 2025; GAAP net income was $472.3 million, versus $52.2 million.
First-quarter fiscal 2027 revenue is expected to be between $465.0 million and $475.0 million.
On May 28, 2026, the board approved special PSUs for CEO William Brennan: six tranches of 239,500 shares each, tied to revenue goals from $2.5 billion to $7.5 billion and stock price goals from $244.70 to $489.40.
GRAIL said Dr. Joshua Ofman will serve as its chief executive officer under an amended offer letter effective June 1, 2026. The letter sets his base salary at $800,000, a $2,000,000 restricted stock unit award, and severance terms that differ depending on whether a change in control occurs. The filing also furnished a May 31, 2026 investor presentation on NHS-Galleri and PATHFINDER 2 study data.
Base salary set at $800,000; variable compensation target is 100% of base salary from June 1, 2026, versus a prior 60% target that still applies to the part of 2026 before that date
RSU award with a $2,000,000 grant date value, vesting in equal annual installments on the first four anniversaries of May 31, 2026
Severance if terminated without cause or resigning for good reason: 24 months of base salary plus 200% of target bonus within the change-in-control period, or 12 months of base salary plus 100% of target bonus otherwise
Company will reimburse negotiation legal fees up to $25,000
Principal Financial Group closed the sale of $400 million of 5.300% Senior Notes due 2037 on June 1, 2026, under an existing shelf registration. PFSI fully and unconditionally guarantees the notes, which adds $400 million of direct debt to the company's obligations.
Principal issued $400,000,000 aggregate principal amount of 5.300% Senior Notes due 2037 on June 1, 2026.
Principal Financial Services, Inc. (PFSI) fully and unconditionally guarantees the notes.
Notes were sold under an automatic shelf registration effective February 25, 2026; the underwriting agreement is dated May 27, 2026.
Underwriters' representatives are BofA Securities, Goldman Sachs & Co. LLC and J.P. Morgan Securities LLC.
Manhattan Associates said on June 1, 2026 that it began plans to reduce global headcount by about 6%, citing operational efficiencies and a focus on strategic priorities. It expects charges of $7 million to $9 million, substantially all in cash, in the second quarter of 2026, and reaffirmed its 2026 financial guidance.
Plan to reduce global headcount by approximately 6%, initiated June 1, 2026
Expected charges of approximately $7 million to $9 million in Q2 2026, mainly severance and termination benefits
Plan expected to be substantially complete by the end of the second quarter of 2026
2026 guidance from the April 21, 2026 press release reaffirmed; charges to be excluded from future non-GAAP results
Diversified Healthcare Trust posted an investor presentation on June 1, 2026 that raises its full-year 2026 guidance. Normalized FFO per common share is now expected at $0.56 to $0.62, up from $0.52 to $0.58, and the company attributes the $10 million midpoint increase in SHOP NOI to expense savings in dietary and labor costs.
Normalized FFO per common share guidance rose to $0.56-$0.62 from $0.52-$0.58, a $0.04 increase at the midpoint.
Normalized FFO guidance is $135 million-$150 million, up from $125 million-$140 million; Adjusted EBITDAre guidance is $300 million-$315 million, up from $290 million-$305 million.
SHOP NOI guidance rose to $185 million-$195 million from $175 million-$185 million, driven by targeted cost initiatives, primarily across dietary and labor.
Moody's upgraded the company to B3 in April 2026 and revised its ratings outlook from stable to positive.
BV Financial's board elected Timothy L. Prindle, the company's President and CEO, as Chairman, combining the two roles. Independent directors elected William B. Crompton, III as Lead Independent Director to provide independent oversight of the board and management.
Timothy L. Prindle elected Chairman on June 1, 2026, in addition to his role as President and CEO
Board says a combined Chairman and CEO role best aligns operations with the strategic plan
William B. Crompton, III elected Lead Independent Director concurrent with Prindle's election
CPS Technologies Corp. sold 1,200,000 shares of common stock at $8.00 per share in a registered direct offering, with the closing on May 29, 2026. The company expects about $9.0 million in net proceeds, which it plans to use for general corporate purposes, and it raised its authorized common shares from 20,000,000 to 25,000,000. The sale adds cash but also increases the number of shares outstanding, which dilutes existing shareholders.
Sold 1,200,000 shares at $8.00 per share; gross proceeds of about $9.6 million, priced at-the-market under Nasdaq rules
Net proceeds of about $9.0 million after placement agent fees and offering expenses; Roth Capital Partners received a 5.5% cash fee
Company agreed not to issue more shares or convertible securities for 45 days after the May 29, 2026 closing, and not to enter certain variable rate transactions for 180 days
Certificate of Amendment increasing authorized common stock from 20,000,000 to 25,000,000 was filed May 27, 2026
Norfolk Southern's Chief Operating Officer, John Orr, resigned for good reason effective May 31, 2026, citing proposed operational changes that would reduce his duties. Vice President and Chief Mechanical Officer Brian Barr was appointed COO effective June 1, 2026, while Orr stays on as a special advisor to the Board Chair until he retires on July 1, 2026. The change occurs while the company's merger agreement with Union Pacific is pending, and Orr's advisory role runs until that merger closes or June 1, 2027.
Orr's resignation took effect May 31, 2026; he is employed as a special advisor through June 30, 2026 and retires July 1, 2026.
Orr will receive the remaining balance of his $2,250,000 retention bonus in a lump sum within 30 days after the Union Pacific merger closes.
Barr, age 47, receives a $600,000 annual base salary and an incentive opportunity equal to 130% of salary, prorated for 2026.
Barr's total retention bonus was increased to $2 million, with remaining $600,000 installments vesting in January 2027.
Bogota Financial Corp. and its mutual holding company entered into a merger agreement on May 31, 2026, under which GSL Savings Bank will merge into Bogota Savings Bank. The company expects consolidated assets to rise from about $877.2 million at March 31, 2026 to about $1.0 billion, and it will issue common stock to the MHC equal to GSL's appraised fair value, which the company says is expected to be accretive to 2026 net income and earnings per share on a pro forma basis.
Merger agreement dated May 31, 2026; GSL Savings Bank merges into Bogota Savings Bank, with the Bank surviving
Consolidated assets expected to increase from about $877.2 million (March 31, 2026) to about $1.0 billion
Closing expected in the second half of 2026, subject to regulatory and other approvals; GSL pays a $750,000 termination fee in certain circumstances
Frank Giancola, GSL's CEO, to become Executive Vice President and Chief Operating Officer of the Bank under a two-year agreement with a $250,000 base salary, effective at closing
Dropbox entered a $400 million senior secured revolving credit facility maturing December 11, 2029, with no borrowings outstanding as of June 1, 2026. The company also authorized a new $900 million share repurchase program for its Class A common stock, which the filing says may be used to fund repurchases.
Revolving credit facility provides up to $400 million, expandable to $500 million, and matures December 11, 2029.
As of June 1, 2026, the company had no outstanding loans or letters of credit under the facility.
New share repurchase program authorizes up to an additional $900 million of Class A common stock.
Revolver includes a maximum consolidated leverage ratio covenant of 5.00 to 1.00 and is secured by substantially all company assets.
Astronics Corporation announced a 20% stock distribution of Class B Stock to holders of both Common and Class B Stock. The filing does not report any financial results, and the company says the distribution rewards current shareholders and continues a long-standing practice.
Holders receive one Class B share for every five Common or Class B shares held on the June 15, 2026 record date.
The company expects the new Class B shares to be distributed on or about June 29, 2026; fractional shares will be paid in cash.
After the distribution, about 32.1 million Common and 10.9 million Class B shares are expected to be outstanding.
This is the fifteenth such distribution since the first in 1987, per the company.
IFF agreed on May 28, 2026 to sell its Food Ingredients business to affiliates of CVC Capital Partners at a valuation of about $4.3 billion, with expected net cash proceeds of about $3.8 billion plus a minority stake worth about $200 million. IFF says it plans to use the proceeds mainly to reduce debt and buy back shares, but expects the deal to be dilutive to adjusted EPS in the first 12 months after closing.
Buyer is Foxtrot US Bidco, Inc., an affiliate of CVC Capital Partners; deal values the business at about $4.3 billion, or about 10x enterprise value to EBITDA per the press release
IFF expects net cash proceeds of about $3.8 billion at closing and a minority stake of about 9.9%, valued at about $200 million
The business generated nearly $3.1 billion in 2025 sales and about $430 million of EBITDA; IFF expects the deal to be dilutive to adjusted EPS in the first 12 months after closing
Closing is expected by the end of the second quarter of 2027; either party may terminate if not consummated by May 28, 2027; IFF reiterated its full-year 2026 guidance
BT Brands, Inc. disclosed that Chief Financial Officer and board member Kenneth Brimmer resigned effective May 26, 2026. The company says the departure was not due to any disagreement on operations, policies, financial reporting or accounting matters, and it has not yet named a successor or interim principal financial or accounting officer.
Kenneth Brimmer resigned as director and Chief Financial Officer effective May 26, 2026
He was also the principal financial officer and principal accounting officer
The filing states no disagreement with management, the board or any committee led to the resignation
No successor or interim officer has been appointed; the company will disclose any appointment under SEC rules
AirJoule Technologies agreed on May 28, 2026 to sell 3,658,536 Class A common shares at $4.10 each in a registered direct offering to institutional investors. The company expects net proceeds of about $14.2 million, which it plans to use to commercialize its AirJoule Core and Prime systems and for general corporate purposes, and says the proceeds plus existing cash should fund it into 2028.
Offering of 3,658,536 Class A common shares at $4.10 per share, with Titan Partners Group LLC as sole placement agent
Gross proceeds of about $15.0 million; expected net proceeds of about $14.2 million after fees and expenses; closing expected on or about June 1, 2026
Company agreed not to sell common stock or debt securities until 30 days after the closing date, without Placement Agent consent, subject to exceptions
At the May 28, 2026 annual meeting, shareholders re-elected Class II directors Thomas E. Murphy and Denise B. Sterling and ratified Deloitte & Touche LLP as auditor for fiscal 2026
CONMED entered into an amendment to its credit agreement on May 27, 2026, providing commitments for a $450 million senior secured delayed draw term loan. The company may draw it in a single drawing on or before June 14, 2026, and the loan matures June 10, 2030. Proceeds are earmarked to repurchase part of its 2.25% Convertible Senior Notes due 2026 and to pay related fees and expenses, which adds $450 million of secured debt.
Term A-2 Loan Facility: $450 million, available in a single drawing on or before June 14, 2026
Maturity: June 10, 2030, same as existing revolving and term loan facilities
Interest: adjusted term SOFR plus 1.125% to 2.25%, or base rate plus 0.125% to 1.25%, based on senior secured leverage; 1.75% and 0.75% until the first adjustment date for the quarter ending September 30, 2026
Proceeds to repurchase part of the 2.25% Convertible Senior Notes due 2026 and pay related fees
Welltower said it expects to raise its quarterly common stock dividend to $0.85 per share, beginning with the second quarter of 2026, according to a June 1, 2026 press release furnished with the filing. The increase is subject to further review and approval by the Board, and the CEO tied it to the company's low payout ratio and strong cash flow per share growth.
Expected quarterly dividend of $0.85 per share, beginning with the second quarter of 2026, described as a 15% increase
Board approval remains required; the declaration and payment of future dividends is subject to further review
CEO cited approximately $11 billion of net investment in 2025 and $10.5 billion of closed or announced investment through the first four months of 2026
Noble Finance II LLC, a Noble subsidiary, signed a May 29, 2026 amendment that raises its senior secured revolving credit facility from $550.0 million to $650.0 million and extends its maturity from April 18, 2028 to May 29, 2031. On June 1, 2026, Noble said it intends to offer $500 million of unsecured senior notes due 2034, subject to market conditions, and to use the proceeds with cash on hand to redeem its 8.500% second lien notes due 2030. The filing does not include earnings or guidance, so the effect on shareholders is a change in the company's debt structure and maturities.
Revolving commitments raised from $550.0 million to $650.0 million under the Third Amendment dated May 29, 2026
Revolver maturity extended from April 18, 2028 to May 29, 2031
Proposed $500 million unsecured senior notes due 2034, offered privately and subject to market and other conditions
Net proceeds plus cash on hand intended to redeem the 8.500% Senior Secured Second Lien Notes due 2030 (Diamond Notes)
Carlyle appointed Kate Heinzelman, former General Counsel of the Central Intelligence Agency, as its General Counsel effective June 29, 2026. Jeffrey Ferguson, who has held the role since 1999, will move to a Senior Advisor role on the same date to support the transition.
Kate Heinzelman joins as General Counsel effective June 29, 2026, reporting directly to CEO Harvey Schwartz
Heinzelman served as CIA General Counsel from July 2022 to January 2025
Jeffrey Ferguson, General Counsel since 1999, becomes a Senior Advisor effective June 29, 2026
Ferguson's planned retirement was first disclosed on December 5, 2025
HCI Group and its insurance subsidiaries and sponsored reciprocal insurers placed three reinsurance towers covering June 1, 2026 through May 31, 2027 to mitigate catastrophe risk such as hurricanes. HCI expects net reinsurance premiums ceded to third parties, excluding its reinsurance subsidiaries, of about $381.2 million for the period, an estimate subject to a true-up on September 30, 2026.
Reinsurance Tower 1 provides up to $1.06 billion for a single Florida event and $1.96 billion total coverage, with a $10.0 million retention.
Tower 2 provides up to $830.3 million for a single Florida event and $605.0 million for a single event outside Florida, with $1.45 billion total coverage.
Tower 3 provides up to $431.5 million for a single Florida event and $649.7 million total coverage, with a $2.8 million retention.
Claddaugh and Fortex Re maximum estimated retained loss is about $139.8 million for the first event and $52.3 million for the second event.
Regal Rexnord named Mark Klossner Executive Vice President & President of its Industrial Powertrain Solutions segment, effective June 1, 2026. He succeeds Jerry Morton, who will retire effective after the close of business on December 31, 2026, and will stay on as an executive vice president during the transition.
Mark Klossner becomes EVP & President, Industrial Powertrain Solutions, effective June 1, 2026.
Jerry Morton informed the company on May 26, 2026 of his plan to retire, effective after the close of business on December 31, 2026.
Klossner joined through the March 2023 Altra Industrial Motion acquisition and most recently led the Couplings and Gearing Divisions, a portfolio the press release describes as about $1.4 billion.
Morton will keep his base salary, benefits, and equity awards under existing plan terms until his retirement date.
On May 29, 2026, SPACSphere Acquisition Corp. entered into a business combination agreement with Mobilewalla Holdco, Inc. Under the agreement, SPACSphere will domesticate as a Delaware corporation, Mobilewalla will merge into a SPACSphere subsidiary and become a wholly owned subsidiary, and the combined company will be renamed. The deal is expected to close in the second half of 2026 and requires approval by SPACSphere and Mobilewalla shareholders, so shareholders will be asked to vote on a transaction that changes the company's business and share structure.
Mobilewalla is valued at a $250 million pre-money equity value, and existing Mobilewalla holders are to receive New SPACSphere Common Stock using an exchange ratio based on 25,000,000 shares divided by Mobilewalla's fully diluted capital st
The company expects about $172.5 million of cash from SSAC's trust account at closing, assuming no redemptions, and certain institutional investors affiliated with Mobilewalla plan to commit $10 million.
Mobilewalla reported $13.9 million in Annual Recurring Revenue as of April 30, 2026, and the transaction is expected to close in the second half of 2026.
Eloxx Pharmaceuticals completed a 1-for-11 reverse stock split of its common stock, effective 5:00 p.m. Eastern Time on May 29, 2026, and reduced authorized common shares from 500,000,000 to 100,000,000. The company also appointed Stephen W. Webster and Nina Kjellson to its board, filling vacancies and reducing the board from six to five directors.
Every 11 shares of common stock combined into one share; trading on a split-adjusted basis expected on the OTC Pink Market on June 1, 2026
Authorized common shares reduced from 500,000,000 to 100,000,000
Stephen W. Webster and Nina Kjellson appointed to the board on May 27, 2026; each received an option grant for up to 13,587 shares
Prefunded warrant exercises of 2,500,000 shares occurred on April 27, 2026, and an exchange of those shares for prefunded warrants on May 27, 2026
IN8bio entered a Capital on Demand sales agreement with JonesTrading dated June 1, 2026, allowing it to sell new common stock from time to time at its discretion under an at-the-market program. It also terminated its prior Cantor Fitzgerald sales agreement, effective May 29, 2026, with no termination penalties, and the new program means the company can issue additional shares that could dilute existing holders.
New sales agreement with JonesTrading Institutional Services LLC dated June 1, 2026
JonesTrading commission is 3.0% of gross sales proceeds
Cantor Fitzgerald sales agreement from November 10, 2022 terminated effective May 29, 2026
Shares to be sold under Form S-3 registration statement (File No. 333-291393)
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