1,916 material Form 8-K filings that 1,609 companies we cover made with the SEC in July 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).
Ares Acquisition Corporation III, a blank check company, completed its initial public offering on July 1, 2026, selling 39,500,000 units at $10.00 each for gross proceeds of $395 million, including 5,000,000 units from partial exercise of the underwriters' over-allotment option. A total of $406.2 million, including $11.2 million from the sponsor's private placement of warrants, was deposited into a trust account, which generally cannot be released until a business combination, a shareholder vote on charter changes, or a redemption of public shares.
IPO of 39,500,000 units at $10.00 per unit on July 1, 2026, generating gross proceeds of $395 million
Sponsor purchased 7,466,667 private placement warrants at $1.50 each, for $11.2 million
$406.2 million placed in trust account at JPMorgan Chase Bank, with Continental Stock Transfer & Trust Company as trustee
Public warrants exercisable at $11.50 per share; sponsor office and administrative fee is $16,667 per month
Mobility Global Inc. became an independent, publicly traded company on July 1, 2026, after S&P Global distributed 100% of its shares to S&P Global stockholders. The separation matters to shareholders because S&P Global retains no ownership in Mobility Global, and the company now operates under agreements with S&P Global covering taxes, transition services, and employees.
Distribution ratio: one Mobility Global share for every S&P Global share held at close of business on June 15, 2026
Separation effective 12:01 a.m. New York City time on July 1, 2026; shares trade on the NYSE under MBGL
Transition services from S&P Global may run up to 18 months; Mobility Global may terminate them on prior written notice
Tax Matters Agreement restricts certain actions for two years after the Distribution Date to preserve tax-free treatment
S&P Global completed the separation of its Mobility division on July 1, 2026, distributing 100% of Mobility Global Inc. common stock to S&P Global stockholders. S&P Global retains no ownership interest in Mobility Global, which is now an independent company listed on the New York Stock Exchange under MBGL. The filing sets out agreements covering the separation, taxes, transition services and employees, and the company plans to issue recast 2025 and first-quarter 2026 financial information on July 6, 2026.
Distribution Date was July 1, 2026, effective at 12:01 a.m. New York City time.
Stockholders of record on June 15, 2026 received one share of Mobility Global common stock for every S&P Global share held.
Transition services from S&P Global to Mobility Global are generally available for up to 18 months after the Distribution.
Mobility Global faces restrictions on certain actions for two years after the Distribution Date to preserve tax-free treatment.
Apogee Enterprises completed its acquisition of Keller Companies, Inc., including Kalwall Corporation and Structures Unlimited, on July 1, 2026. The company paid $105 million in cash at closing, with up to an additional $10 million of contingent consideration tied to the acquired businesses' future performance. The deal was funded with available cash and borrowings under the existing revolving credit facility.
Base purchase price of $105 million paid at closing, subject to customary post-closing adjustments
Up to $10 million of additional contingent consideration based on future financial performance of the acquired companies
Funded with available cash and borrowings under the existing revolving credit facility
Merger Agreement dated May 27, 2026 was previously reported in an 8-K filed May 28, 2026
Aon's board approved an additional $7.5 billion share repurchase authorization on June 26, 2026, on top of about $0.8 billion remaining under the existing program as of March 31, 2026. At the same meeting, shareholders did not approve the advisory vote on executive compensation, while all 13 director nominees were elected.
Board approved an additional $7.5 billion repurchase authorization on June 26, 2026; the program does not obligate Aon to buy any particular amount of shares.
Existing program had about $0.8 billion of remaining authorization as of March 31, 2026.
Advisory say-on-pay vote failed: 69,888,299 for, 110,798,636 against, 1,112,848 abstain.
All 13 director nominees were elected at the June 26, 2026 Annual Meeting, including Lester B. Knight and Gregory C. Case.
NHC completed its purchase of the real estate of 32 skilled nursing facilities and 3 independent living facilities from National Health Investors for $560 million, ending a lease arrangement under which NHC had operated these facilities since a 1991 master lease. The company said it expects the ownership to be accretive to earnings and cash flow, but the filing gives no figures for that expectation. The deal was funded with $530 million of new borrowings, which adds to NHC's debt.
Purchase price of $560 million for real estate of 35 facilities (32 skilled nursing, 3 independent living), located in seven states
Drew the entire $475 million senior unsecured term loan and $55 million under the revolving credit facility on the closing date
Revolving credit facility increased from $50 million to $75 million under a First Amendment dated June 29, 2026; prior $50 million facility terminated with no outstanding borrowings
Four Florida skilled nursing facilities remain subject to a third-party operator's lease, which NHC has assumed under a subsidiary
National Health Investors completed the sale of 35 facilities, including 32 skilled nursing facilities and three independent living facilities, to subsidiaries of National HealthCare Corporation (NHC) for a total purchase price of $560 million, effective July 1, 2026. The Master Lease was terminated for all facilities except four Florida skilled nursing facilities, which were assigned to an NHC subsidiary. NHC is a shareholder of the company, and a special committee of independent directors unanimously approved the transaction, but the filing does not state the effect on future rental income or earnings.
Transaction closed July 1, 2026 at a total purchase price of $560 million for the property
Sold 35 facilities: 32 skilled nursing facilities and three independent living facilities
Master Lease terminated for all facilities except four Florida skilled nursing facilities, assigned to an NHC subsidiary
NHC owned 1,630,642 shares of the company's common stock as of December 31, 2025; a special committee of independent directors unanimously approved the deal
On June 29, 2026, Mama's Creations agreed to sell 5,555,556 shares of common stock at $18.00 each, with gross proceeds of approximately $100 million before fees. The offering was completed July 1, 2026, with net proceeds of approximately $94.0 million, which the company intends to use for working capital, general corporate purposes and possibly acquisitions with no current agreements. New shares dilute existing holders, and the company's filing also updates risk factors on integrating the Crown I Carve Out Business.
5,555,556 shares sold at $18.00 per share; gross proceeds of approximately $100 million before fees.
Underwriters have a 30-day option to buy up to 833,333 more shares; full exercise would bring gross proceeds to about $115 million.
Offering completed July 1, 2026; net proceeds of approximately $94.0 million for working capital and general corporate purposes.
Risk factor update on integrating the Crown I Carve Out Business, acquired September 2, 2025.
American Eagle Outfitters said Michael Mathias will step down as Executive Vice President and Chief Financial Officer and become a non-officer Strategic Advisor to CEO Jay Schottenstein, effective August 3, 2026. Ravi Thanawala, formerly CFO and President, North America at Papa John's International, will succeed him as CFO on the same date. The company also reaffirmed its second quarter and full-year fiscal 2026 guidance, originally given May 28, 2026.
Ravi Thanawala becomes Executive Vice President and Chief Financial Officer effective August 3, 2026, succeeding Michael Mathias
Mathias serves as Strategic Advisor to the CEO through July 30, 2027, and will not be eligible for any fiscal 2027 annual bonus or new equity awards
Thanawala's offer letter provides a $1,000,000 base salary, a target bonus of 100% of eligible earnings, and a $1,000,000 sign-on cash bonus
The company reaffirmed second quarter and full-year fiscal 2026 guidance, first provided on May 28, 2026
Greenbrier reported fiscal third-quarter revenue of $576.5 million, down from $842.7 million a year earlier, and net earnings attributable to Greenbrier of $18.9 million, or $0.60 per diluted share, compared with $60.1 million a year earlier. The company narrowed its fiscal 2026 EPS guidance to $3.00 to $3.15 from $3.00 to $3.50 and lowered its aggregate gross margin guidance to 13.8% to 14.2%, which weighs on shareholders' expected earnings.
Q3 revenue of $576.5 million versus $842.7 million in the year-earlier quarter and $587.5 million in the prior quarter
Diluted EPS of $0.60 versus $1.86 a year earlier and $0.47 in the prior quarter
FY26 EPS guidance lowered to $3.00 to $3.15 from $3.00 to $3.50; aggregate gross margin guidance cut to 13.8% to 14.2% from 14.8% to 15.2%; revenue guidance unchanged at $2.4 billion to $2.5 billion
Quarterly dividend of $0.34 per share, payable August 6, 2026, to shareholders of record as of July 16, 2026
AppFolio announced that long-time chairman Andreas von Blottnitz and director Janet Kerr retired from the board effective June 29, 2026, and that two new independent directors, Diya Jolly and Michael Yang, were elected to fill the vacancies. The board also named CEO Shane Trigg as chairman, created a Lead Independent Director role held by Winifred Webb, and revised non-employee director pay. The filing does not discuss financial results, and the changes are governance updates rather than a financial event.
Andreas von Blottnitz (director since 2007) and Janet Kerr (director since 2015) retired effective June 29, 2026; the company says neither retirement involved a disagreement.
Shane Trigg, President and CEO, was appointed Chairman of the Board, succeeding Mr. von Blottnitz; he receives no separate pay for the role.
Winifred Webb was appointed Lead Independent Director; the annual cash retainer for that role is $40,000.
Non-employee director annual equity award rises to $200,000 from $150,000; Committee Chair retainer falls to $40,000 from $50,000.
Marchex completed its acquisition of 100% of Archenia, Inc., a performance-based marketing technology company, on July 1, 2026. Stockholders approved the deal at a special meeting on the same day, with about 99.9% approval under both the simple majority and majority-of-the-minority votes. The company issued $10 million in 6% convertible notes to the sellers, and may issue additional shares if Archenia meets revenue, Adjusted EBITDA and integration targets.
Acquisition closed July 1, 2026; Archenia is a performance-based marketing technology company.
Company issued $10 million of convertible promissory notes bearing 6% interest, payable in three equal tranches at 12, 18 and 24 months after closing.
Notes convert into Class B common stock at $1.80 per share.
Earn-out of 2 million Class B shares for each of the first two 12-month periods, subject to revenue or Adjusted EBITDA growth and integration or customer retention targets.
Resideo's Board formally approved the planned spin-off of its ADI Global Distribution business, with a distribution date of August 3, 2026. Resideo shareholders are expected to receive one ADI share for every two Resideo shares held at the July 20 record date. To help finance the spin-off, ADI completed a $400 million senior notes offering and entered into a $600 million term loan and $500 million revolving credit facility.
Record date July 20, 2026; distribution date August 3, 2026, at 5:00 p.m. ET
Distribution ratio of one ADI share for every two Resideo shares held at the record date
ADI expected to trade on the NYSE as ADIG starting August 4, 2026; Resideo continues to trade as REZI
$400 million 7.125% senior notes due July 15, 2034, closed June 30, 2026; $600 million term loan and $500 million revolver entered July 1, 2026
Rigel Pharmaceuticals appointed director Alison L. Hannah, M.D. as Executive Vice President and Chief Medical Officer effective July 1, 2026, and she resigned from the Board at the same time. The filing also says Lisa Rojkjaer, M.D. left the Chief Medical Officer role and the company effective June 25, 2026, so the change is a leadership transition in a key clinical position.
Alison L. Hannah, M.D. appointed Executive Vice President and Chief Medical Officer on July 1, 2026
Dr. Hannah resigned from the Board of Directors effective July 1, 2026; she had served on the Board since May 2021
Lisa Rojkjaer, M.D. ceased to be Executive Vice President and Chief Medical Officer and separated from the company effective June 25, 2026
Biogen said its second-quarter 2026 GAAP and non-GAAP results will include about $164 million in pre-tax acquired in-process R&D, upfront and milestone expense, reducing diluted earnings per share by about $0.95. It also expects third-quarter charges of $290 million to $320 million, or $1.75 to $1.95 per diluted share, tied to potential milestones and transactions that have not yet closed. Shareholders face lower reported earnings in both quarters, and the second-quarter figures are preliminary.
Q2 2026 acquired IPR&D, upfront and milestone expense: about $164 million pre-tax, about $0.95 per diluted share
Q3 2026 expected expense: $290 million to $320 million, about $1.75 to $1.95 per diluted share
Q3 estimate relates to potential milestones and transactions that have not yet closed
Quarter ended June 30, 2026 results have not been finalized and may differ from these estimates
Zumiez Inc. said its Chief Financial Officer, Christopher C. Work, gave notice on June 30, 2026 that he will step down. Mr. Work will remain in the role and help with the transition until a successor is appointed, and the company has hired an executive search firm to find a new CFO.
CFO Christopher C. Work gave notice of his decision to step down on June 30, 2026.
Mr. Work served the company for 19 years and will continue as CFO during the transition.
The company has started a search for a new CFO and engaged a leading executive search firm.
Scotts Miracle-Gro's board named Nathan E. Baxter president and chief executive officer, effective June 26, 2026, and elected him to the board. Jim Hagedorn, CEO since 2001 and chairman since 2003, resigned from the board, and Lead Independent Director Peter Shumlin was elected chairman. The company reaffirmed its fiscal 2026 guidance in the same announcement.
Nathan E. (Nate) Baxter, 53, has been president and chief operating officer since November 2024; his base salary is $1,100,000 with a 150% target incentive.
Baxter will receive a true-up restricted stock unit grant with a grant date value of $2,000,000, and an annual long-term incentive target of $5,250,000 for the upcoming fiscal year.
Hagedorn's separation payment is $17,400,000, reduced by the value of his accrued pension benefit and paid over twelve months, plus $500,000 in aircraft-related services and $150,000 for administrative support.
The company reaffirmed fiscal 2026 guidance, including non-GAAP adjusted net income per share from continuing operations of $4.15 to $4.35.
Belden Inc. completed its acquisition of RUCKUS Networks from Vistance Networks on July 1, 2026, paying approximately $1.87 billion in cash, net of cash acquired and subject to post-closing adjustments. The purchase was funded in part by a $1,850.0 million senior secured term loan from a syndicate led by JPMorgan Chase Bank, N.A., which adds debt and limits the company's ability to incur more indebtedness and pay dividends.
Cash paid of approximately $1.87 billion, net of cash acquired, subject to customary post-closing adjustments
$1,850.0 million senior secured term loan, interest at term SOFR plus 2.25% or base rate plus 1.25%, maturing July 1, 2033
Loan amortizes 0.25% per quarter and is secured by substantially all assets of the company and guarantors
Financial statements and pro forma information to be filed under Form 8-K/A within 71 calendar days after the filing deadline
Casella Waste Systems appointed Damian A. Ribar as executive vice president and chief operating officer, with employment expected to start July 20, 2026. He previously served as a division vice president at Waste Connections, most recently in North Florida, from August 2025 until July 2026.
Appointment approved by the Board on June 26, 2026; Ribar accepted the offer letter on June 27, 2026
Base salary of $500,000, with a cash bonus of up to 85% of base salary
Expected annual equity awards: restricted stock units with a $200,000 grant date value and performance stock units with a $600,000 grant date value
One-time option grant for 25,000 Class A shares, granted after second quarter 2026 earnings are announced
Enterprise Products Partners said co-chief executive Jim Teague intends to retire effective January 4, 2027, and its board elected co-chief executive Randy Fowler to become chief executive upon Teague's retirement. The filing describes an expanded Office of the Chairman that will include Fowler, Chief Commercial Officer Tug Hanley and Chief Financial Officer R. Daniel Boss, which sets out the leadership structure for the transition.
Jim Teague intends to retire effective January 4, 2027; he will be involved in transition activities over the next six months.
W. Randall Fowler, co-chief executive since January 2020, will become chief executive upon Teague's retirement.
Upon retirement, the Office of the Chairman will include Randa Duncan Williams, Hank Bachmann, Randy Fowler, Tug Hanley and R. Daniel Boss.
UniFirst reported fiscal third-quarter 2026 results for the quarter ended May 30, 2026. Revenue rose 3.9% to $634.4 million, but net income fell to $19.9 million from $39.7 million, and diluted EPS was $1.09 versus $2.13, after about $20.7 million of costs tied to the pending Cintas merger. The company no longer provides financial guidance because of that pending transaction.
Revenue rose 3.9% to $634.4 million from $610.8 million a year earlier.
Net income was $19.9 million versus $39.7 million; diluted EPS was $1.09 versus $2.13.
About $20.7 million of Cintas merger-related transaction costs were included in the quarter's results.
The FTC issued a Second Request on June 11, 2026, and the transaction is expected to close in the second half of calendar 2026.
SiTime completed its acquisition of certain assets from Renesas Electronics, the timing business, and entered into a $200 million senior secured revolving credit facility with Wells Fargo as agent. The shares issued to Renesas are unregistered and carry registration rights, which could lead to future resales, and the company said the business is expected to generate at least $300 million in revenue in the 12 months after the acquisition.
Acquisition completed; the press release is dated July 1, 2026, and the asset purchase agreement was first filed on February 4, 2026
$200 million senior secured revolving credit facility dated June 30, 2026, with no loans outstanding as of the effective date
Shares issued to Renesas in a private placement; Renesas can request registration and underwritten offerings, with up to three underwritten offerings in any 18-month period
Hidetoshi Shibata, CEO of Renesas Electronics, is expected to join SiTime's board as a Class I director upon notice
On June 29, 2026, Vishay agreed to sell 15,000,000 common shares at $50.00 each, and underwriters exercised in full their option to buy 2,250,000 more on June 30. The company expects net proceeds of about $830.3 million, to be used for growth initiatives, general corporate purposes and reducing borrowings under its senior secured credit facility. The sale adds to the number of shares outstanding, and closing is expected on July 1, 2026.
15,000,000 shares offered at $50.00 per share, with J.P. Morgan Securities LLC as representative of the underwriters
Underwriters exercised in full their 30-day option for 2,250,000 additional shares on June 30, 2026
Expected net proceeds of about $830.3 million, to fund growth initiatives and reduce senior secured credit facility borrowings
Offering expected to close July 1, 2026, subject to customary closing conditions
Kimball Electronics completed its acquisition of Helvoet Polymer Technologies, a European contract development and manufacturing firm with operations in India, on July 1, 2026. The purchase price was €90 million, or about $103 million, funded with cash and existing credit lines. The company expects the deal to be accretive to fiscal 2027 adjusted earnings and to increase sales in its medical vertical by a low double-digit percentage.
Purchase price of €90 million (about $103 million), subject to post-closing working capital adjustments; €1.8 million held in escrow
Helvoet calendar 2025 revenue of approximately $56 million, with over 70% from medical customers
Price represents about 9x estimated Helvoet adjusted EBITDA for calendar 2026
Management webcast scheduled for Wednesday, July 1, 2026, at 9:00 AM ET
Prosperity Bancshares completed its acquisition of Stellar Bancorp on July 1, 2026, with Stellar merging into Prosperity and Stellar Bank merging into Prosperity Bank. Stellar holders received 0.3803 Prosperity shares plus $11.36 in cash per share, with total consideration of about $590 million in cash and 19 million Prosperity shares, and the filing notes Prosperity assumed about $2.17 billion in Federal Home Loan Bank of Dallas obligations.
Closing effective July 1, 2026; merger agreement dated January 27, 2026
Stellar holders received 0.3803 Prosperity shares and $11.36 cash per share; total consideration about $590 million cash and 19 million shares
Prosperity assumed about $2.17 billion in FHLB Dallas obligations issued to Stellar Bank
Robert R. Franklin, Jr. joined the board and became Vice Chairman; his agreement includes a $3,000,000 signing bonus and a 25,000-share restricted stock award
On June 30, 2026, FMC agreed to sell 30,319,166 shares of common stock to Tessenderlo Group NV at $13.30 per share, for an aggregate purchase price of $403,244,907.80, subject to customary conditions including regulatory approvals. After closing, Tessenderlo is expected to own about 20.0% of FMC's outstanding shares, up from less than 1.0% today, and FMC intends to use the proceeds to pay down debt toward its approximately $1 billion target.
30,319,166 shares sold at $13.30 each, for an aggregate $403,244,907.80, with closing subject to regulatory approvals
Tessenderlo expected to hold about 20.0% of outstanding shares after closing, versus less than 1.0% now
Investor agreement gives Tessenderlo one board seat while it holds at least 10.0%, and a 36-month lock-up on transfers
Proceeds go to debt paydown toward an approximately $1 billion target; FMC says this concludes its strategic options review announced in February 2026
General Mills reported a fourth-quarter net loss of $2.0 billion, or $3.74 per diluted share, driven by $1.8 billion in non-cash goodwill and brand intangible charges and a $1.0 billion valuation loss tied to the planned Brazil divestiture. Adjusted diluted EPS rose to $0.95 in the quarter, while full-year net sales fell 5% to $18.4 billion and the company guided fiscal 2027 adjusted diluted EPS to $3.00 to $3.20, which would be lower than fiscal 2026's $3.55.
Q4 net sales rose 1% to $4.6 billion; organic net sales were flat
Q4 diluted loss per share was $3.74 versus EPS of $0.53 a year earlier; adjusted diluted EPS was $0.95
Full-year diluted loss per share was $0.16 versus EPS of $4.10; adjusted diluted EPS was $3.55, down 16% in constant currency
Fiscal 2027 outlook: adjusted diluted EPS of $3.00 to $3.20 and adjusted operating profit down 13% to 8% in constant currency; quarterly dividend of $0.61 per share declared
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.