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).
Align Technology said Executive Vice President and Chief Legal and Regulatory Officer Julie Coletti resigned on July 6, 2026 to join Illumina as its Chief Legal Officer. Her resignation takes effect August 1, 2026. The filing does not name a successor or describe any financial impact.
Julie Coletti resigned July 6, 2026 as EVP, Chief Legal and Regulatory Officer
Resignation is effective August 1, 2026
She is joining Illumina, Inc. as Chief Legal Officer
PepsiCo reported second-quarter 2026 results for the 12 weeks ended June 13, 2026, with net revenue of $24.2 billion, up 6.4% from a year earlier, and GAAP EPS of $2.18 versus $0.92. The company affirmed its fiscal 2026 guidance, including organic revenue growth of 2% to 4% and core constant currency EPS growth of 4% to 6%. The prior-year quarter included impairment charges on the Rockstar and Be & Cheery brands, which largely explain the large GAAP EPS increase.
Net revenue of $24.2 billion, up 6.4%; organic revenue up 2.4%
GAAP EPS of $2.18 versus $0.92; core EPS of $2.20, up 4%
Core constant currency EPS up 1% in the quarter
Fiscal 2026 guidance affirmed: total cash returns to shareholders of about $8.9 billion, including $7.9 billion in dividends and $1.0 billion in share repurchases
Enerpac Tool Group agreed on July 7, 2026 to buy SFE Group, a Houston-based maker of fabrication, welding and material-handling equipment, for about $451.4 million in cash plus about $20.6 million in restricted stock units. The company expects to fund the deal with cash on hand and borrowings under an amended credit facility, and it said the acquisition is expected to be accretive to fiscal 2027 adjusted EPS. Closing is subject to regulatory approvals and conditions, and the deal may not close if those conditions are not met.
Cash consideration of about $451.4 million plus about $20.6 million in RSUs issued to SFE Group key personnel, subject to closing adjustments
SFE Group trailing twelve-month sales of about $170 million and adjusted EBITDA of about $44 million, per the press release
Closing date no earlier than September 1, 2026; either party may terminate if closing has not occurred by November 1, 2026
Revolving credit facility increased from $400 million to $625 million; net debt-to-adjusted EBITDA expected at about 2.8 times upon closing
Copart, Inc. said on July 8, 2026 that Jane Pocock, CEO of its UK operations, will become its new President effective August 1, 2026, filling a previously vacant position. The filing does not disclose financial results or changes to guidance, so the direct financial impact is not stated.
Jane Pocock, 55, joined Copart in January 2019 as Managing Director of Copart UK.
Her appointment as President takes effect August 1, 2026.
Jay Adair is Executive Chairman and incoming Chief Executive Officer, per the press release.
The filing reports no financial results or guidance changes.
Ares Acquisition Corp III completed its initial public offering on July 1, 2026, selling 39,500,000 units at $10.00 each for $395 million in gross proceeds, including 5,000,000 units from a partial over-allotment exercise. The full $395 million was placed in a trust account for public shareholders, and the company will not generate operating revenue until it completes a business combination. Shareholders' funds remain in trust until a business combination or redemption, and the filing states there is no assurance a business combination will be completed.
39,500,000 units sold at $10.00 each, including 5,000,000 over-allotment units, closed July 1, 2026
Sponsor bought 7,466,667 private placement warrants at $1.50 each for $11.2 million
$395 million placed in trust account with Continental Stock Transfer & Trust Company as trustee
Combination period runs 24 months to July 1, 2028, extendable to 30 months after a letter of intent; otherwise public shares are redeemed
ReposiTrak agreed on July 1, 2026 to acquire 4,709,837 shares of SPAR Group, Inc. from William Bartels and WHB Services, Inc. Incentive Savings Plan and Trust, for contingent consideration of about $3.3 million, including a $2.6 million unsecured promissory note to Bartels. After delivery of the shares, ReposiTrak will own 31.3% of SPAR Group's outstanding common stock, and the filing says the shares are held for investment purposes without contractual rights to direct SPAR Group's management or operations.
Company to receive 4,709,837 SPAR Group common shares under agreements dated July 1, 2026
Unsecured promissory note of $2,571,885 to Bartels carries 6.0% interest, annual $725,000 installments, and matures July 1, 2030
Following delivery, ReposiTrak will beneficially own 31.3% of SPAR Group's outstanding common stock
Securitize Corp., formerly CEPT's public parent, completed its business combination with CEPT on July 1, 2026, and is now listed on the New York Stock Exchange under SECZ. The filing shows large pro forma losses for 2025 and early 2026, and lock-up and registration rights covering a large share of outstanding stock that could affect future share supply.
Merger closed July 1, 2026; PubCo renamed Securitize Corp. and listed on NYSE as SECZ
Securitize equity value of $1.25 billion; PIPE investors bought 19,735,000 shares at $10.00 for about $197.35 million
CEPT shareholders redeemed 6,842,508 shares for $72.5 million, about $10.60 per share
Pro forma revenue was $19.5 million and net loss $5.4 million for Q1 2026; $62.2 million revenue and $57.6 million net loss for 2025
APA Corporation released supplemental second-quarter 2026 information, not full results, covering realized prices, production curtailments, share repurchases and expenses. The filing says the company curtailed U.S. natural gas and natural gas liquids output because Waha hub prices were weak or negative, and it will hold a results call on Aug. 6 at 10 a.m. Central time. Shareholders get a partial view of the quarter now, with the complete results still to come.
Curtailed about 137 MMcf/d of U.S. natural gas and 12,300 barrels per day of U.S. natural gas liquids production in the second quarter
Repurchased 2.8 million shares at an average price of $35.25 per share in the second quarter; estimated weighted-average basic shares were 353 million
Net gain on oil and gas purchases and sales was $345 million before tax, including a $109 million realized loss from commodity derivatives
Second-quarter results conference call scheduled for Thursday, Aug. 6 at 10 a.m. Central time
BellRing Brands appointed Michael Axelrod as President and Chief Executive Officer and a board member, effective July 29, 2026. Darcy Davenport will resign from the board, retire as CEO and become an advisor to the company on that date. The filing also sets out Axelrod's pay, equity award, severance and change-in-control terms, which shareholders can review in the company's disclosures.
Annual base salary of $1,000,000, with a target annual bonus of 100% of base salary, paid from 0% to 150% of target
Equity award with a grant date fair value of $4,750,000, 40% in RSUs and 60% in performance-based RSUs
Severance of 2.0 times base salary plus target bonus without a change in control, and 3.0 times if terminated within 6 months before or 24 months after a change in control
Transaction bonus of 100% of annual salary upon a change in control, plus a gross-up agreement covering the Section 4999 excise tax
Crescent Energy said it expects total cash paid on its commodity derivative positions of about $154 million for the three months ended June 30, 2026, and $194 million for the six months. The figures are preliminary, exclude a $30 million and $45 million Ridgemar earn-out settlement, and will be finalized in the company's Form 10-Q for the period.
Q2 2026 net cash paid on derivative settlements was $216 million, partly offset by $62 million from acquired contracts, for total cash paid of $154 million
Six-month 2026 net cash paid on derivative settlements was $317 million, partly offset by $123 million from acquired contracts, for total cash paid of $194 million
The filing excludes $30 million (three months) and $45 million (six months) of Ridgemar Acquisition earn-out settlements
Amounts are preliminary and will be reported in the Form 10-Q for the period ended June 30, 2026
Presidio Production Company completed its acquisition of oil and gas properties in Oklahoma from six seller parties on July 1, 2026, paying about $52.5 million in cash and issuing 1,930,156 Class A shares. The purchase was funded in part by a $55.0 million first draw under a $1.0 billion senior secured warehouse facility led by Goldman Sachs Bank USA. The company said the deal supports a planned increase in its anticipated annualized dividend from $1.35 to $1.50 per share, subject to board approval.
Closed July 1, 2026: about $52.5 million cash and 1,930,156 Class A shares issued to the seller parties
Press release cites a purchase price of about $83 million and 1,962,240 new shares issued to sellers
$55.0 million drawn at closing under a $1.0 billion facility, including $945.0 million of delayed draw commitments
Anticipated annualized dividend rate expected to rise from $1.35 to $1.50 per share, subject to board approval
Invitation Homes' operating partnership closed an underwritten public offering of $500 million of 4.950% senior notes due February 1, 2032, on July 8, 2026. The notes are guaranteed by the parent company and related subsidiaries, and the offering was priced at 98.691% of principal, so the company takes on $500 million of new debt that ranks equally with its other senior unsecured debt.
Principal amount: $500 million of 4.950% Senior Notes due February 1, 2032, sold at 98.691% of par
Interest payable February 1 and August 1 each year, starting February 1, 2027
Notes may be redeemed before January 1, 2032 at the greater of a make-whole price (Treasury rate plus 15 basis points) or par, and at par afterward
Indenture includes a requirement to maintain a certain percentage of total unencumbered assets
NAPCO Security Technologies announced that Kevin Buchel, currently President and Chief Operating Officer, will become Chief Executive Officer and President, effective July 8, 2026, while founder Richard Soloway steps down as CEO to become Founder and Executive Chairman. The filing sets out new employment agreements for both executives, including base salaries and severance terms, which matter to shareholders as they define the company's leadership structure and pay commitments.
Kevin Buchel becomes CEO and President; his base salary rises to $900,000 with a target bonus of 50% of base salary
Richard Soloway, who founded NAPCO more than 55 years ago, becomes Founder and Executive Chairman with a base salary of $800,000 and a target bonus of 50% of base salary
Both executives' agreements provide severance equal to two times base salary and target bonus, conditioned on a release of claims
The full employment agreements will be filed as an exhibit to the Form 10-K for the year ended June 30, 2026
Phoenix Energy One, LLC entered into an indenture on July 7, 2026 for up to $100 million of Senior Subordinated Junior Lien Notes, with Odyssey Transfer and Trust Company as trustee. The notes rank junior to the company's Fortress Credit Agreement debt and are not guaranteed by subsidiaries or affiliates, so holders would be paid after senior secured lenders. The filing does not give earnings or guidance figures.
Up to $100,000,000 aggregate principal of notes under an indenture dated July 7, 2026
Notes mature in 10 years, with interest of 6.00% to 7.00% per annum depending on the holder's chosen redemption interval
Notes are contractually subordinated to Senior Debt, including the Fortress Credit Agreement, and subject to an intercreditor agreement giving first lien lenders priority on shared collateral
Offering is registered on Form S-1 (File No. 333-296428), declared effective by the SEC on July 7, 2026
Costco reported net sales of $29.24 billion for the five-week retail month of June 2026, up 10.6% from $26.44 billion a year earlier. The company also declared a quarterly cash dividend of $1.47 per share, payable August 7, 2026, to shareholders of record on July 24, 2026.
June 2026 net sales were $29.24 billion, up 10.6% from $26.44 billion, for the five weeks ended July 5, 2026.
Total company comparable sales rose 8.8% for the five weeks, or 7.0% excluding gasoline prices and foreign exchange.
Net sales for the first 44 weeks were $250.43 billion, up 10.1% from $227.46 billion.
Quarterly cash dividend of $1.47 per share is payable August 7, 2026, to holders of record at the close of business on July 24, 2026.
AZZ reported first-quarter fiscal 2027 sales of $448.5 million, up 6.3%, and adjusted diluted EPS of $1.85, up 3.9%, and raised its full-year fiscal 2027 guidance for sales, adjusted EBITDA and adjusted diluted EPS. GAAP net income fell 69.6% to $52.0 million because the prior-year quarter included a large equity gain from the AVAIL joint venture, and adjusted EBITDA declined to $99.5 million from $106.4 million. For shareholders, the higher guidance points to management expecting stronger full-year results, though the guidance excludes M&A activity.
Sales of $448.5 million rose 6.3%; Metal Coatings sales of $210.3 million rose 12.3% and Precoat Metals sales of $238.2 million rose 1.5%.
GAAP net income was $52.0 million, down 69.6% from $170.9 million a year earlier, which included AVAIL JV equity in earnings; GAAP diluted EPS was $1.72.
Adjusted diluted EPS of $1.85 rose 3.9%, while adjusted EBITDA was $99.5 million, down from $106.4 million.
Revised fiscal 2027 guidance: sales $1.80 billion to $1.85 billion (from $1.725 billion to $1.775 billion); adjusted diluted EPS $6.75 to $7.15 (from $6.50 to $7.00).
Alliance Resource Partners disclosed a Master Supply, Distribution and Services Agreement, dated July 1, 2026, between its subsidiary Matrix Design Africa and Saminco Solutions LLC. The Supplier is affiliated with Joseph W. Craft III, who leads the managing general partner, so the deal is a related-party transaction that the Conflicts Committee approved and determined to be fair and reasonable to unitholders. The filing does not disclose a purchase value.
Agreement dated July 1, 2026, between Matrix Design Africa (PTY) LTD and Saminco Solutions LLC, covering products and services in Africa and other territories outside the United States
Initial term of five years, renewing automatically for one-year periods unless either party gives at least 30 days' notice; either party may terminate without cause on at least 90 days' notice
Supplier is affiliated with Joseph W. Craft III, who beneficially owns about 14.6% of common units and is President, CEO and Chairman of the managing general partner; the Conflicts Committee approved the agreement
F&G Annuities & Life said preliminary estimates show its investment income from alternative investments for the quarter ended June 30, 2026 will be about $56 million to $66 million pre-tax, below management's long-term expected return of about 12%. The company also estimated that new NAIC CLO risk-based capital factors, effective December 31, 2026, could lower FGL Insurance's pro forma U.S. RBC ratio by about 10 percentage points. The figures are unaudited and the quarter's financial close is not complete, so results could differ materially.
Estimated Q2 2026 alternative investment income of $56 million to $66 million pre-tax, with a midpoint annualized return of about 6%
Estimated shortfall versus the roughly 12% expected return: $65 million pre-tax and $51 million post-tax
New NAIC CLO RBC factors effective December 31, 2026 could reduce FGL Insurance's pro forma U.S. RBC ratio by about 10 percentage points
Full second-quarter results are scheduled for August 5, 2026, with further updates on the August 6, 2026 earnings call
Ultra Clean Holdings said Michael Keogh will become its Chief Financial Officer effective August 5, 2026, succeeding Sheri Savage, and will report to CEO James Xiao. The filing sets his annual base salary at $595,000, a target bonus of 85% of salary, and an initial restricted stock unit grant valued at $2,000,000. For shareholders, the change means a new person will lead the company's finance function, and the filing describes his finance background at Ford, Bright Machines, Apple, Stanley Black & Decker and Intel.
Effective date: August 5, 2026; Keogh succeeds Sheri Savage as CFO
Reports to CEO James Xiao
Compensation: $595,000 base salary, 85% target bonus, initial RSU grant valued at $2,000,000
Change-in-control severance agreement: up to 150% of base salary plus annual cash bonus, plus 24 months of COBRA premiums
PriceSmart reported fiscal third-quarter 2026 results for the period ended May 31, 2026, with total revenues up 12.5% to $1.48 billion and net income up 12.9% to $39.7 million, or $1.28 per diluted share. Both revenue and profit improved from the prior-year quarter, and the company said it has leased a site for its first club in Chile and bought land for an eleventh club in Costa Rica, both expected to open in spring 2027.
Total revenues rose 12.5% to $1.48 billion, from $1.32 billion a year earlier.
Net income rose 12.9% to $39.7 million, or $1.28 per diluted share, versus $1.14 per diluted share in the prior-year quarter.
Comparable net merchandise sales rose 10.7% for the 13-week period; constant-currency growth was 6.9%.
First Chile club in Las Condes, Santiago, is planned for spring 2027; the eleventh Costa Rica club is also planned for spring 2027.
Quantum Leap Acquisition Corp said the underwriter fully exercised its over-allotment option, bringing the IPO to 3,000,000 additional units, and that $233,146,313 is now held in its U.S. trust account. Its Class A shares and warrants began separate trading on the New York Stock Exchange on June 23, 2026, and the audited June 22, 2026 balance sheet reports cash of $1,117,818 with an auditor's going-concern doubt.
Underwriter fully exercised the over-allotment option, with the remaining 2,082,608 units closing June 22, 2026 for gross proceeds of $20,826,080 at $10.00 per unit
Trust account held $233,146,313 following the closing of the over-allotment exercise
Class A shares (QLEP) and warrants (QLEP WS) began separate NYSE trading on June 23, 2026; units no longer trade
Auditor Adeptus Partners, LLC cited substantial doubt about the company's ability to continue as a going concern
Spectral AI appointed Darcy Bajko as Chief Commercial Officer, effective July 31, 2026, to lead commercial functions for the global launch of its FDA-cleared DeepView System for burn indication. The filing sets her base salary at $315,000 and grants options on 150,000 shares, which adds a senior commercial executive and related compensation cost for shareholders.
Darcy Bajko, previously Vice President of Commercialization and Customer Success at MediView XR, starts July 31, 2026.
Base salary of $315,000, with a target bonus of up to 30% of base salary tied to milestones and performance goals.
Stock options for 150,000 common shares under the 2023 Long Term Incentive Plan, vesting annually over three years; options fully vest upon a change of control.
The company's CEO said the first commercial sales of DeepView are targeted by year end 2026.
CEPO and BSTR Holdings are discussing a revised structure and amended terms for their proposed business combination and will not complete it on the terms originally set forth in the July 16, 2025 agreement. The pending private placements will not be required to be consummated, and the July 10, 2026 shareholder meeting to approve the deal is indefinitely postponed, so the outcome and timing for CEPO shareholders remain uncertain.
The original business combination agreement is dated July 16, 2025; the parties will not complete the deal on those terms.
Private Placement Investments will not be required to be consummated.
The extraordinary general meeting, previously set for July 10, 2026 at 10:00 a.m. Eastern time, is indefinitely postponed.
Public shares submitted for redemption will be returned to shareholders and will not be redeemed.
GitLab published investor slides on July 8, 2026 that update its new Consumption Run Rate (CRR) metric. The company now says Q1 FY27 CRR would have been closer to $15 million, not the "nearly $20 million" cited on its June 2 earnings call, after a definition change that adds the Flex program and excludes one-time credit incentives. It also said CRR has since surpassed $20 million as of June 30, 2026.
Updated Q1 FY27 CRR is closer to $15 million, versus "nearly $20 million" stated on the June 2, 2026 earnings call.
Definition change: Flex commitments are now included, and certain one-time credit incentives granted to paying customers are excluded.
CRR has surpassed $20 million as of June 30, 2026, per the company.
The company says CRR is not yet material to financial performance and its definition may keep evolving.
Sterling Infrastructure entered into an amended credit agreement on July 2, 2026, raising its revolving borrowing capacity to $1.5 billion, an increase of $1.05 billion, and extending maturity to July 2031. As of July 2, 2026, the company had $90 million outstanding under the revolving loans, and the filing describes looser covenants and pricing changes that give the company more financial flexibility.
Revolving capacity rises to $1.5 billion, an increase of $1.05 billion, with a $600 million letter of credit sublimit
Maturity extended to July 2, 2031; BMO Bank N.A. is administrative agent
Incremental facility base amount increased from $400 million to $500 million; SOFR 10 basis point adjustment eliminated
Financial covenants include Total Net Leverage Ratio of no more than 3.50 to 1.00 and Interest Coverage Ratio of at least 3.00 to 1.00
Effective July 7, 2026, Hyperion DeFi entered new employment agreements with CEO and Chief Investment Officer Hyunsu Jung, CFO David Knox and General Counsel Robert Rubenstein. The agreements set severance terms, including payments tied to a change in control, and accelerated vesting of equity awards if a change in control occurs while the executive is still employed.
Effective date of the new agreements: July 7, 2026
Knox and Rubenstein may earn cash bonuses of up to 75% and 35% of base salary, respectively, subject to performance goals
Rubenstein's base salary will be $325,000
Severance for Knox and Rubenstein includes 12 months of base salary and up to 12 months of group health benefits; target bonus payable if termination occurs within 12 months after a change in control
Enerpac Tool Group reported fiscal third-quarter 2026 net sales of $167.6 million, up 6% from a year earlier, and net earnings of $29.8 million, or $0.58 per diluted share, up from $0.41. The company narrowed and lowered its fiscal 2026 guidance, including adjusted EBITDA, which now stands at $151 million to $156 million, down from $158 million to $163 million, and the release also announced a definitive agreement to acquire SFE Group.
Net sales were $167.6 million, up 6% from $158.7 million; organic sales rose 3%.
Net earnings were $29.8 million, or $0.58 per diluted share, versus $22.0 million, or $0.41, a year earlier; the figure includes a $0.08 benefit from expected IEEPA tariff refunds.
Adjusted EBITDA guidance was cut to $151 million to $156 million from $158 million to $163 million; adjusted diluted EPS guidance was lowered to $1.84 to $1.89 from $1.85 to $1.92.
Enerpac signed a definitive agreement to acquire SFE Group, as announced in a separate release issued earlier on July 7, 2026.
Azenta said it completed the sale of B Medical Systems to Thelema S.à r.l. on July 1, 2026, for a fixed $63 million, of which $28 million was paid in cash and $35 million was funded by a secured vendor loan to Thelema. The filing states that Thelema is majority owned by Luc Provost, a Vice President of Azenta and CEO of B Medical, and that the Audit Committee approved the arrangements as a related-party transaction. The pro forma balance sheet shows a $41.5 million reduction to retained earnings tied to cumulative translation adjustments and estimated cost to sell.
Purchase price: $63 million fixed, with no customary post-closing adjustments; $28 million cash and a $35 million vendor loan
Vendor loan to Thelema: $35 million at 6.0% interest, maturing three months after funding, secured by a first-priority pledge over B Medical equity
Related-party transaction: Thelema is majority owned by Luc Provost, a Vice President of Azenta and CEO of B Medical; Audit Committee approved
The transaction had not closed by March 31, 2026, due to Thelema's inability to secure financing at that time
An arbitration tribunal issued a final award on July 6, 2026, declaring that Prime Medicine's PM647 candidate for Alpha-1 Antitrypsin Deficiency is within the agreement's Field and that the company did not breach its 2019 agreement with Beam Therapeutics. The tribunal denied Beam's requests for damages and injunctive relief and denied the remaining claims by both parties. The ruling removes a breach claim tied to a key development candidate, though the filing gives no financial figures.
Final Award received July 6, 2026 from the arbitration tribunal in proceedings with Beam Therapeutics
Tribunal declared PM647, targeting Alpha-1 Antitrypsin Deficiency, is within the agreement's Field
Tribunal denied Beam's requests for damages and injunctive relief and denied remaining claims by both parties
Sono-Tek reported first-quarter fiscal 2027 results for the period ended May 31, 2026, with net sales up 10% to $5.66 million and net income up 53% to $741,000, or $0.05 per diluted share. The company kept its prior full-year outlook of flat to modest revenue growth and said quarterly revenue may increasingly depend on shipment timing of large production system orders.
Net sales rose 10% to $5.66 million; gross margin widened to 57% from 52%, which management said may not be representative of future quarters
Net income rose 53% to $741,000, or $0.05 per diluted share; operating income rose 86% to $897,000
Full-year fiscal 2027 revenue is projected to be relatively flat to modestly higher, unchanged from the prior expectation; backlog was $7.73 million at May 31, 2026, down from $9.12 million at fiscal 2026 year-end
Cash, cash equivalents and marketable securities totaled $16.65 million with no outstanding debt
Moderna's Board appointed Michael McDonnell, former Chief Financial Officer of Biogen Inc., as a director effective July 8, 2026, and placed him on the Audit Committee. The filing describes the appointment as a board change and reports no financial results, guidance, or compensation figures beyond standard non-employee director grants.
Michael McDonnell was appointed to the Board effective July 8, 2026, as a Class II director serving until the 2029 annual meeting.
He served as Chief Financial Officer of Biogen Inc. from August 2020 through February 2025.
He joins the Audit Committee; David Rubenstein left the Audit Committee and joined the Nominating and Corporate Governance Committee.
Palladyne AI said preliminary, unaudited second-quarter 2026 revenue was about $5.8 million, up from $3.5 million in the first quarter and $1.0 million a year earlier. Backlog rose to about $24.0 million, and cash, cash equivalents and marketable securities were about $44.0 million, roughly flat from March 31, 2026. The figures are unaudited and not yet final, and the filing gives no preliminary profit or loss figures, so shareholders should note that the numbers could change materially.
Preliminary Q2 2026 revenue of about $5.8 million, up about 480% from $1.0 million in Q2 2025 and about 66% from $3.5 million in Q1 2026.
Backlog of about $24.0 million as of June 30, 2026, up from $17.3 million as of March 31, 2026, after about $12.5 million in gross new contracts.
Cash, cash equivalents and marketable securities of about $44.0 million, roughly flat from March 31, 2026.
Results are unaudited, the financial statements are not yet complete, and actual results could differ materially.
Ovid Therapeutics said its Chief Business and Financial Officer, Jeffrey Rona, will leave the company effective July 6, 2026, by mutual agreement. The Board appointed Charles Carter, the company's Senior Vice President of Finance and Financial Planning, as Chief Financial Officer, principal financial officer, principal accounting officer and secretary, effective the same day. The company states the departure was not due to any disagreement on accounting, financial statements, internal controls, operations, policies or practices.
Jeffrey Rona's separation date is July 6, 2026; the 8-K says he agreed to leave by mutual agreement, not over any accounting or control disagreement.
Charles Carter, age 59, takes the CFO, principal accounting officer and secretary roles, having served as SVP of Finance and Financial Planning since October 2024.
Carter's pay includes a $460,000 base salary, a target bonus of 35% of base salary, a 50,000-share RSU award vesting in two annual installments from July 6, 2027, and a $75,000 bonus opportunity.
Rona will receive 12 months of base salary, a prorated 2026 bonus and up to 12 months of COBRA benefits, and will provide advisory services through December 31, 2027.
HF Sinclair's board appointed Steven Ledbetter as President and Chief Operating Officer and Valerie Pompa as President, Growth, Technology and Transformation, effective July 6, 2026. Franklin Myers stepped down as President but remains Chief Executive Officer, which the company says is on a temporary basis, so shareholders should watch for a permanent leadership decision.
Steven Ledbetter, 51, was Executive Vice President, Commercial, and his base salary rises from $590,000 to $750,000
Valerie Pompa, 58, was Executive Vice President, Operations, and her base salary rises from $650,000 to $700,000
Franklin Myers ceased to serve as President and continues as Chief Executive Officer on a temporary basis
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.