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).
TXNM Energy and Blackstone Infrastructure extended the merger agreement's termination date to May 31, 2027, and TXNM entered into a $400 million term loan to repay Blackstone-affiliated buyer Troy TopCo LP for a 2025 stock sale that the New Mexico regulator declared void. The merger still needs approvals from the Nuclear Regulatory Commission and the New Mexico Public Regulation Commission, and TXNM plans to repay the loan by issuing common stock, which could dilute existing shareholders.
Merger termination date extended to May 31, 2027; if payable, the Parent Termination Fee is reduced from $350 million to $175 million.
$400 million TXNM 2026 Term Loan with Wells Fargo as administrative agent, maturing January 17, 2029, used solely to repay the $400 million PIPE purchase.
The NMPRC declared the PIPE Transaction void in a final order dated July 2, 2026.
TXNM plans to issue common stock for $400 million gross proceeds at no less than $50.00 per share to repay the loan; the press release estimates closing in the first half of 2027.
Exodus Movement approved a restructuring plan on July 16, 2026, that will affect about 77 employees and individual service providers, roughly 25% of its global workforce. The company expects $2.5 million to $3.5 million in charges, mostly severance and personnel costs, and projects $10 million to $13 million in annualized cash operating expense savings, with the full benefit in 2027.
Reduction in force affects about 77 employees and non-employee service providers, about 25% of the global workforce.
Expected pre-tax charges of $2.5 million to $3.5 million, mostly severance and related personnel costs, with most cash payments over the next 12 weeks.
Expected annualized cash operating expense savings of $10 million to $13 million, with full benefit in 2027.
Plan expected to be completed in the fourth quarter of 2026; the company says charges may differ materially and additional costs are possible.
Empire State Realty Trust and its operating partnership entered a First Amendment to their credit agreement with Wells Fargo as administrative agent, creating term loan and delayed draw term loan facilities of up to $490 million in initial principal, with a possible increase to $510 million. The term loan of $245 million was already fully borrowed before the closing date, and the delayed draw of $245 million may be drawn over the six months after July 17, 2026, with the facility funding working capital, capital expenditures, acquisitions, and development.
Facility totals up to $490 million: a $245 million term loan (fully borrowed before July 17, 2026) and a $245 million delayed draw term loan
Maximum aggregate principal may be increased to $510 million
Floating rates are SOFR plus 1.50% to 2.05%, or base rate plus 0.50% to 1.05%, depending on leverage ratio; delayed draw unused fee is 0.20%
Term loan matures January 15, 2029 (extendable to January 15, 2031); delayed draw matures January 12, 2032
Penguin Solutions issued $750.0 million of 0.00% convertible senior notes due August 1, 2031, including a $100.0 million option that the initial purchasers exercised in full. The company is using the estimated $735.1 million in net proceeds to repurchase $295.5 million of existing 2029 and 2030 convertible notes, pay $49.1 million for capped call transactions, and repay $100.0 million under a credit agreement. The new notes are convertible at an initial price of about $116.70 per share, and the capped calls are intended to reduce potential dilution.
$750.0 million principal, 0.00% interest rate, maturing August 1, 2031; initial conversion price of about $116.70 per share
Estimated net proceeds of $735.1 million, including about $136.7 million to repurchase $135.5 million of 2029 notes and about $161.4 million to repurchase $160.0 million of 2030 notes
Capped call cost of about $49.1 million with an initial cap price of $175.05 per share; $100.0 million used to repay the credit agreement
On July 13, 2026, Jet.AI completed the separation and merger that transferred its fractional and jet card business to flyExclusive, in exchange for flyExclusive Class A shares. The filing lists about $9.05 million in closing shares at a $1.595 share price, with a further reserve of shares held until the final purchase price is set. On July 15, Jet.AI also disclosed a non-binding letter of intent for a reverse takeover that it expects would deliver about $20 million in cash and stock to shareholders.
Closing: 5,676,892 flyExclusive shares issued July 13, 2026, valued at about $9,054,642.74 at the $1.595 closing price
Reserve: 1,419,223 shares held in reserve, with the final amount depending on a post-closing purchase price expected within 120 days
Pro forma Q1 2026 revenue was $361,680 versus $1,711,236 historical, and pro forma net loss was $1,391,660 versus $2,681,102 historical
July 15, 2026: non-binding LOI for a reverse takeover with a private company valued at about $300 million; no definitive agreement yet
Effective August 1, 2026, the board of Kestrel Heat, LLC, the general partner of Star Group, L.P., approved raising President and CEO Jeffrey M. Woosnam's annual salary from $531,742 to $750,000. The board, acting as the compensation committee, approved the change in executive session without Mr. Woosnam present, and said it aligns his pay with market competitive levels and reflects his leadership and performance.
Annual base salary rises from $531,742 to $750,000, effective August 1, 2026
Increase approved by the board acting as compensation committee, in executive session without Mr. Woosnam
Stated rationale: market competitive pay and his leadership in executing the company's strategic objectives
Alico, Inc. entered into a third amended and restated employment agreement with CEO John Kiernan effective July 14, 2026, extending his term through September 30, 2030. The filing also grants him up to 160,000 performance-based restricted stock units tied to 60-day volume-weighted average price targets from $40 to $110 per share.
Employment term extended through September 30, 2030; base salary of $550,000 in year one, rising to $650,000 by year five
Enhanced severance of 200% of annual base salary, payable over 24 months, if terminated without Cause or for Good Reason after a Change in Control
Discretionary performance bonus of up to $250,000 per year, plus real estate incentive bonuses, at least 75% payable in cash
Up to 160,000 PSUs tied to 60-day VWAP targets of $40 to $110 per share, with time-based vesting through 2030
Advanced Biomed Inc. gave notice on July 14, 2026 to terminate its June 6, 2025 purchase agreement with Helena Global Investment Opportunities I Ltd., which allowed the company to sell up to $25,000,000 of common stock to the investor at its discretion. The filing states no shares were sold under the agreement apart from commitment fee shares, and the termination takes effect July 21, 2026, so the company will no longer have this equity financing option.
Purchase agreement dated June 6, 2025 allowed sales of up to $25,000,000 of common stock to Helena Global Investment Opportunities I Ltd.
Termination notice delivered July 14, 2026 under Section 11.02(b), which requires five trading days' notice.
No advances were outstanding and all amounts owed, including commitment fee shares, were paid, per the filing.
NanoViricides, Inc. entered into an at-the-market sales agreement with D. Boral Capital LLC, allowing it to sell common stock from time to time under an existing shelf registration. The filing does not state a dollar amount or number of shares, and sales are not required to occur; the company pays a 2.0% commission on gross proceeds from any sales, which would add shares outstanding and dilute existing holders.
Agreement dated July 17, 2026, with D. Boral Capital LLC as sales agent
Commission of 2.0% of aggregate gross proceeds from each sale
Shares sold under Form S-3 (File No. 333-296550), declared effective June 15, 2026
Sales may be made on the NYSE American or in privately negotiated transactions with company consent
Petco's Chief Human Resources Officer, Holly May, notified CEO Joel Anderson on July 13, 2026, that she will resign for personal reasons. She will stay in her role during a transition period whose end date is to be mutually agreed, and the company has started a comprehensive search for a successor.
Holly May, Chief Human Resources Officer, gave notice of resignation on July 13, 2026, citing personal reasons.
May is expected to remain in her current position to help transition her duties until a mutually agreed date.
Petco has begun a comprehensive search for her successor; no successor is named in the filing.
Avantor Funding, a wholly owned subsidiary of Avantor, entered into Amendment No. 15 to its credit agreement on July 14, 2026, to obtain a €374,208,296.62 tranche of senior secured euro term loans. The new loans replace and refinance part of existing euro term loans that carried a higher spread, lowering the stated spread from 2.50% to 2.00% and maturing on October 9, 2032. The filing does not state a change to total debt, and a 1.00% prepayment premium applies if the loans are repriced within six months.
Incremental B-7 Euro Term Loans of €374,208,296.62 bear interest at EURIBOR plus 2.00%, down from 2.50% on the loans they replaced
Final maturity is October 9, 2032, the same date as the refinanced loans
A 1.00% prepayment premium applies to certain repricing transactions completed before the six-month anniversary of July 14, 2026
Loans are guaranteed and secured on a pari passu basis with the existing credit facilities
A federal court in Northern California granted C3.ai's motion to dismiss the securities class action against the company and certain officers on July 14, 2026, dismissing every cause of action. The ruling removes the claims in this case, though the filing does not describe any financial terms or whether the plaintiffs may appeal.
Complaint filed August 22, 2025, in the U.S. District Court for the Northern District of California (No. 3:25-cv-07129-TLT)
On July 14, 2026, the Court granted defendants' motion to dismiss the complaint in its entirety
The Court dismissed every cause of action in the complaint
The filing gives no dollar amount for damages, settlement, or legal costs
Actuate Therapeutics received a Nasdaq notice that its Market Value of Listed Securities fell below the $50 million minimum for continued listing on the Nasdaq Global Market from June 1, 2026 to July 14, 2026. The common stock continues to trade under the symbol ACTU, and the company has until January 11, 2027 to regain compliance, which could lead to delisting proceedings if it does not.
Nasdaq notice dated July 15, 2026 cites a market value of listed securities below the $50 million minimum for the period June 1, 2026 to July 14, 2026.
The common stock continues to trade on the Nasdaq Global Market under ACTU, as the notice has no immediate effect on listing.
Compliance Date is January 11, 2027; regaining compliance requires closing at $50 million or more for at least ten consecutive business days.
If compliance is not regained, Nasdaq will issue a delisting notice, which the company may appeal, or the company may consider transfer to the Nasdaq Capital Market.
First Financial Bankshares reported second quarter 2026 net income of $71.89 million, or $0.50 per diluted share, up from $66.66 million, or $0.47 per share, a year earlier and roughly flat with $71.54 million in the first quarter. Net interest margin rose to 3.90 percent from 3.81 percent a year earlier, while noninterest expense rose to $81.11 million from $71.74 million and the efficiency ratio worsened to 45.94 percent from 44.97 percent.
Net income of $71.89 million and diluted EPS of $0.50 for Q2 2026, versus $66.66 million and $0.47 for Q2 2025.
Net interest income of $136.91 million, with net interest margin of 3.90 percent versus 3.81 percent a year earlier.
Noninterest expense of $81.11 million, up from $71.74 million a year earlier; efficiency ratio of 45.94 percent versus 44.97 percent.
Total assets of $15.31 billion at June 30, 2026, and shareholders' equity of $2.00 billion, with the allowance for credit losses at 1.35 percent of loans.
Hilton Grand Vacations entered into Amendment No. 10 to its credit agreement, under which the Borrower incurred an $850.0 million new term loan maturing July 17, 2033. Proceeds will repay in full about $849.0 million of an existing term loan due 2028, with the remainder for general corporate purposes. The filing does not include financial results, but it refinances existing debt and extends the maturity of that borrowing to 2033.
New $850.0 million term loan; about $849.0 million of the existing term loan due 2028 will be repaid in full.
Matures July 17, 2033, with quarterly repayments of 0.25% of original principal starting with the quarter ending December 31, 2026.
Interest at Term SOFR plus 2.00% or base rate plus 1.00%, with a 0% Term SOFR floor.
Guaranteed by Holdings and subsidiary guarantors and secured by a first-priority interest in substantially all of their assets.
On July 14, 2026, Adobe's Executive Compensation Committee approved a form of retention letter with Chief Legal Officer Louise Pentland. It sets severance benefits if she is terminated without Cause or resigns for Good Reason, and the protections are designed to end 12 months after a new Chief Executive Officer starts. The filing does not name the incoming CEO or give a start date, so shareholders can see the cost terms but not the timing.
Severance on qualifying termination: a lump-sum payment of 12 months' base salary plus 100% of target annual bonus, plus COBRA premiums for up to 12 months.
If terminated before July 15, 2027, 50% of certain restricted stock unit awards (Retention RSUs) vest early.
If terminated before January 31, 2027, other time-based equity awards vest for the portion that would have vested through January 31, 2027.
The protections sunset 12 months after the new CEO commences employment; severance is conditioned on a release of claims.
Hims & Hers Health said Chief Accounting Officer and Principal Accounting Officer Irene Becklund will resign effective October 9, 2026, and she has said the decision is not tied to any disagreement over accounting or financial reporting. The company will retain her in an advisory role from October 10, 2026 through July 10, 2027, which gives it continuity during the transition of its accounting leadership.
Irene Becklund informed the company of her resignation on July 13, 2026, effective October 9, 2026.
Becklund has been Chief Accounting Officer since April 2025 and Principal Accounting Officer since November 2021.
She has stated the resignation is not the result of any dispute over accounting principles, practices, or financial statements.
An advisory agreement effective October 10, 2026 keeps her supporting the company until July 10, 2027.
Ames National reported second-quarter 2026 net income of $5.9 million, or $0.67 per share, up from $4.5 million, or $0.51 per share, a year earlier. The company said higher net interest income, driven by higher yields and a lower cost of funds, was the main reason for the increase. Substandard loans rose to $50.7 million from $23.5 million a year earlier, which shareholders may want to monitor.
Q2 2026 net income was $5.9 million, or $0.67 per share, versus $4.5 million, or $0.51 per share, in Q2 2025.
Six-month net income was $11.9 million, or $1.34 per share, versus $8.0 million, or $0.89 per share, a year earlier.
Net interest margin was 3.18% for Q2 2026, compared with 2.65% a year earlier; net interest income was $16.4 million, up 21.7%.
Substandard loans were $50.7 million as of June 30, 2026, compared with $23.5 million as of June 30, 2025.
Spire Global appointed Eric Mellinger, formerly a Vice President at Mantech International, as Chief Commercial Officer, effective August 3, 2026. He will lead the company's global commercial organization, including go-to-market strategy, business development, sales, and customer growth, and his employment agreement sets a $385,000 base salary and severance terms.
Annual base salary of $385,000 and target annual cash bonus of 80% of base salary
Grant of 150,000 restricted stock units under the 2021 Equity Incentive Plan, to be granted August 3, 2026
Without a change in control, a qualifying termination pays 100% of base salary and 100% of target bonus, plus 12 months of health coverage
Within the 18-month change-in-control period, severance rises to 150% of base salary and target bonus, and equity awards fully vest
International Paper's board appointed Katherine Collins and Lori J. Ryerkerk as independent directors, effective October 1, 2026. Directors Kathryn D. Sullivan and Ahmet C. Dorduncu will retire effective December 31, 2026, and the board will have 13 members, 12 of them independent. The filing describes the changes as governance updates and does not discuss financial results.
Katherine Collins and Lori J. Ryerkerk join the board effective October 1, 2026, with terms ending at the May 2027 shareowner meeting.
After the appointments, the board will have 13 members, 12 of whom are independent.
Dr. Kathryn D. Sullivan and Ahmet C. Dorduncu retire effective December 31, 2026, with no disagreement with the company cited.
Governance guidelines amended in March 2026 eliminate the mandatory retirement age of 75 and adopt a 12-year director term limit.
Lindsay Corporation's Chief Financial Officer, Sam Hinrichsen, plans to resign effective August 31, 2026, citing personal reasons and stating there were no disagreements with the company. The company says the departure is unrelated to its operations, policies, or accounting practices, and it has started a search for a new CFO with an executive recruiting firm.
Sam Hinrichsen resigns as Senior Vice President and Chief Financial Officer effective August 31, 2026
He will provide transition services from the effective date through December 31, 2026, under a written agreement filed as Exhibit 10.1
Transition payments include $100,000 for services and $110,000 tied to outstanding equity awards, plus his 2026 annual bonus under the Management Incentive Plan
The company is paying his COBRA premiums for four months and waived repayment of his cash signing bonus
Grayscale Investments Sponsors, LLC, sponsor of the Grayscale Sui Staking ETF, intends to sign Amendment No. 2 to the trust agreement on or around August 7, 2026. The amendment would require the trust to convert staking consideration to cash at least quarterly and distribute the net proceeds to shareholders, so shareholders could receive regular cash distributions for the first time under this framework. The filing says distribution amounts will depend on staking consideration actually received and cannot be predicted with certainty.
Proposed Amendment No. 2 to the trust agreement is expected on or around August 7, 2026, with trustee CSC Delaware Trust Company.
Trust would sell staking consideration to cash no less often than quarterly and distribute net proceeds, after trust expenses not assumed by the sponsor.
The sponsor gave shareholders 20 days' prior notice and states the amendment is not materially adverse to shareholders.
Tvardi Therapeutics filed a prospectus supplement on July 17, 2026, raising its at-the-market share sale capacity under its JonesTrading sales agreement by up to $9,689,765. The filing says the company is subject to the SEC's baby shelf rule, which caps sales based on non-affiliate market value, and that no further shares will be sold under the prior prospectus after the supplement date. For shareholders, the expansion signals potential dilution from additional share issuance.
On July 17, 2026, the company filed a prospectus supplement allowing issuance of up to $9,689,765 in shares, in addition to amounts previously sold.
Baby shelf limits apply: non-affiliate market value is $62,208,945, based on 12,441,789 shares at $5.00 on July 8, 2026.
In the prior twelve months, the company sold 3,110,769 shares for about $11.0 million in gross proceeds under the sales agreement.
The Sales Agreement with JonesTrading Institutional Services LLC was entered into on May 1, 2026; Cooley LLP's legal opinion is filed as Exhibit 5.1.
The Sponsor, Grayscale Investments Sponsors, LLC, intends to enter into a Third Amended and Restated Declaration of Trust and Trust Agreement on or around August 7, 2026, to start regular cash distributions of net staking reward proceeds to shareholders. The Sponsor says the change is not materially adverse to shareholders and conforms the trust to IRS Revenue Procedure 2025-31, but it gave 20 days' prior notice, and distribution amounts will depend on staking rewards actually received.
Trust would reduce staking consideration to cash no less often than quarterly and distribute net proceeds to shareholders.
Distribution amounts depend on staking consideration actually received and cannot be predicted with certainty.
Sponsor gave shareholders 20 days' prior notice; execution is anticipated on or around August 7, 2026.
Filing includes updated tax consequences and supplemental risk factors as Exhibits 99.1 and 99.2; shareholders are advised to consult tax advisers.
enGene Therapeutics furnished an updated corporate presentation on July 17, 2026, as Exhibit 99.1 to a Form 8-K under Regulation FD. The deck restates the company's pivotal-cohort interim results for detalimogene, its plans for a BLA filing, and cash of $285 million, with no new financial results or guidance stated in the filing.
Pivotal Cohort 1 (N=125, BCG-unresponsive high-risk NMIBC with CIS) shows an any-time complete response rate of 54% (95% CI: 44.9%, 63.0%) in data as of April 21, 2026
Pivotal cohort 12-month data and BLA filing are expected in 2H 2026, with potential approval and platform designation in 2027
The company cites $285 million in cash expected to fund operations through BLA filing and potential approval
The sponsor, Grayscale Investments Sponsors, LLC, intends to enter into a Fourth Amended and Restated Declaration of Trust on or around August 7, 2026, with 20 days' prior notice to shareholders. The amendment would require the trust to convert staking consideration to cash at least quarterly and distribute the net proceeds to shareholders, with amounts depending on staking rewards actually received. The filing states the sponsor considers the change not materially adverse to shareholders and tied to IRS Revenue Procedure 2025-31.
Proposed amendment intended for execution on or around August 7, 2026
Trust would reduce staking consideration to cash no less often than quarterly and distribute net proceeds to shareholders
Distribution amounts depend on staking consideration received and cannot be predicted with certainty
Shareholders advised to consult tax advisors; supplemental tax and risk disclosures filed as Exhibits 99.1 and 99.2
Csquare sold 50,000,000 shares of common stock at $21.00 per share in its initial public offering, with the sale closing on July 17, 2026 and providing net proceeds of $1,010.0 million. The company also entered agreements with Brookfield that give Brookfield board nomination rights and registration rights for its shares, and it amended its charter and bylaws in connection with the offering.
50,000,000 shares sold at $21.00 per share; underwriters have a 30-day option to buy up to 7,500,000 additional shares
Net proceeds to the company of $1,010.0 million after underwriter discounts and commissions; sale closed July 17, 2026
Stockholders Agreement with Brookfield lets it nominate directors while it owns at least 5% of outstanding common stock
Amended and restated certificate of incorporation and bylaws adopted July 15, 2026
The sponsor, Grayscale Investments Sponsors, LLC, intends to enter a Third Amended and Restated Declaration of Trust and Trust Agreement on or around August 7, 2026. The amendment would require the trust to convert staking consideration to cash at least quarterly and distribute the net proceeds to shareholders, though the amount of each distribution depends on staking rewards actually received and cannot be predicted with certainty. The sponsor says the change is intended to conform to IRS Revenue Procedure 2025-31, and it is giving shareholders 20 days' prior notice.
Proposed amendment is expected to take effect on or around August 7, 2026.
Trust would convert staking consideration to cash no less often than quarterly and distribute net cash proceeds to shareholders.
Sponsor gave 20 days' prior notice to shareholders; the filing says distribution amounts cannot be predicted with certainty.
Trust intends to file a Rule 424(b)(3) prospectus supplement upon execution, and filed tax and risk factor supplements as Exhibits 99.1 and 99.2.
Director Richard Lowenthal resigned from the ARS Pharmaceuticals board effective immediately on July 15, 2026, and Chief Medical Officer Sarina Tanimoto, M.D., ceased employment the same day in a termination without cause. The company agreed to one-time payments of $217,350 to Lowenthal and $111,780 to Tanimoto, each a prorated share of their 2026 target bonus, on top of severance described in the 2026 proxy statement. The filing gives no financial results or guidance, but it reports senior leadership departures and added costs.
Richard Lowenthal resigned from the Board effective immediately on July 15, 2026; his resignation was a condition for severance rights.
Sarina Tanimoto, M.D., Chief Medical Officer, ceased employment on July 15, 2026, under a termination without cause.
One-time payments: $217,350 to Lowenthal and $111,780 to Tanimoto, each a prorated 2026 target bonus.
Payments and severance are conditioned on the effectiveness of each executive's release of claims.
The Sponsor, Grayscale Investments Sponsors, LLC, intends to sign Amendment No. 2 to the Trust Agreement with trustee CSC Delaware Trust Company on or around August 7, 2026. The amendment would require the Trust to convert staking consideration to cash at least quarterly and distribute the net cash proceeds to Shareholders, and the amount of each distribution will depend on the staking consideration actually received and cannot be predicted with certainty.
The Sponsor intends to enter into Amendment No. 2 on or around August 7, 2026, with CSC Delaware Trust Company as trustee.
The amendment would require the Trust to reduce staking consideration to cash no less often than quarterly and distribute net proceeds to Shareholders.
Net proceeds are after Trust expenses not assumed by the Sponsor, which may include a portion of staking consideration paid to the Sponsor for facilitating staking.
The Sponsor gave Shareholders 20 days' prior notice, and the filing is dated July 17, 2026.
Gogo said Hayden Olson moved from executive vice president and general manager of SD Government to executive vice president of corporate development, effective July 15, 2026, as part of an internal reorganization of Satcom Direct Government, LLC. Under the filing, he is no longer an executive officer or officer under SEC rules, and the company says the reorganization should improve operating efficiency and support its previously disclosed synergy targets.
Effective date of the role change: July 15, 2026
New role covers strategic initiatives and military/government partnership and new revenue opportunities; he reports to CEO Christopher Moore
Olson is no longer designated an executive officer or officer under SEC rules
Filing is dated July 17, 2026 and signed by Crystal L. Gordon, General Counsel
Archimedes Tech SPAC Partners III Co. appointed Stephen N. Cannon as a Class II director effective immediately, after the board's July 13, 2026 action. He was also named to the audit, compensation, and nominating and corporate governance committees, and the board deemed him independent. The filing describes a board addition rather than a change in the company's financial results or business plans.
Board appointed Stephen N. Cannon as Class II director on July 13, 2026, effective immediately
Cannon named to audit, compensation, and nominating and corporate governance committees
Cannon is also a director of Archimedes Tech SPAC Partners II Co., which has a definitive merger agreement with Forge Nano Inc.
Company entered into a joinder to letter agreement, registration rights agreement and indemnification agreement with Cannon
WaFd, Inc. reported net income of $66 million, or $0.84 per diluted share, for the quarter ended June 30, 2026, up from $0.82 in the March quarter and $0.73 a year earlier. Net interest income rose to $181 million, and the company said its efficiency ratio fell to 53.69% from 55.66%, partly helped by a $3.2 million gain on the sale of a branch property. Shareholders also received a $0.27 quarterly dividend and the company repurchased 4.7 million shares in the first two quarters of fiscal 2026, per the CEO's statement.
Net income was $66.1 million for the quarter, up 1% from $65.5 million in the March 2026 quarter and up 7% from $62.0 million a year earlier.
Diluted EPS was $0.84, up 15% year over year from $0.73 and up from $0.82 in the prior quarter.
Net interest income was $181 million, compared with $178 million in the prior quarter; net interest margin was 2.81%, unchanged.
Provision for credit losses rose to $11.0 million from $4.0 million in the prior quarter, and non-performing assets were 0.49% of total assets.
At the July 16, 2026 annual meeting, director nominee Michael D. Magill received 9,173,926 votes for and 9,966,712 against, so he did not win a majority of votes cast. The Board rejected his resignation, which he had tendered under the bylaws, and he will keep his seat, a result that overrides the shareholder vote.
Magill received 9,173,926 for votes and 9,966,712 against votes; the other three nominees were elected.
The Board, with Magill recusing himself, accepted the Nominating and Governance Committee's recommendation and rejected his resignation.
The Board said ISS's recommendation against Magill rested on incorrect information about his independence, and noted he retired from the Company effective December 31, 2021.
Shareholders also approved CohnReznick, LLP as auditor for the fiscal year ending 2027 with 22,260,285 votes for.
Bassett Furniture Industries announced on July 16, 2026 that its Board declared a regular quarterly dividend of $0.20 per share. Shareholders of record at the close of business on August 14, 2026 will receive the payment on August 28, 2026. The filing covers only the dividend declaration and does not include financial results.
Regular quarterly dividend of $0.20 per share of common stock declared
Record date is the close of business on August 14, 2026
On July 13, 2026, Dream Finders Homes expanded its board from five to seven members and appointed Richard Beckwitt, former Co-Chief Executive Officer and Co-President of Lennar Corporation, as a director and Co-Chairman alongside CEO Patrick Zalupski. The board also appointed Steven Fischer, former President and CEO of TIAA Bank, as a director and member of the Audit Committee. The changes alter the company's board leadership structure and add a director the board has designated as an audit committee financial expert.
Board expanded from five to seven members; Beckwitt and Fischer appointed effective immediately on July 13, 2026
Beckwitt named Co-Chairman with CEO Patrick Zalupski and will receive 400,000 restricted stock units, subject to stockholder approval of an amendment to the 2021 Equity Incentive Plan
Fischer joins the Audit Committee, replacing Megha Parekh, and the board determined he is an audit committee financial expert
Press releases announcing the appointments are dated July 14, 2026 (Beckwitt) and July 17, 2026 (Fischer), furnished as Exhibits 99.1 and 99.2
Rayonier's board approved making Ryan Daniels Senior Vice President, Wood Products on a permanent basis, after he had served as interim head since March 20, 2026. His base salary rises to $450,000 and he becomes eligible for a 2026 cash bonus of 65% of earned base salary and salary stipend. The filing discloses no financial results, so the change is a leadership appointment rather than a change in reported performance.
Board approved the appointment on July 16, 2026; press release issued July 17, 2026.
Daniels previously served as interim SVP, Wood Products from March 20, 2026, and SVP, Operations from January 2026.
New base salary of $450,000, a cash bonus eligibility of 65% for 2026, and Tier II participation in the Executive Severance Pay Plan.
Daniels joined Rayonier through its merger with PotlatchDeltic, which closed in January 2026.
Medifast, Inc. announced on July 17, 2026 that its wholly owned subsidiary OPTAVIA is being rebranded as Trilivy, described as a comprehensive metabolic health system. The company also introduced newly formulated meal replacements, with the planned debut of these Fuelings in August. The filing, which furnishes a press release, includes no revenue, earnings, or guidance figures, so its direct financial effect on shareholders is not quantified.
Rebranding of OPTAVIA to Trilivy announced July 17, 2026, via a press release furnished as Exhibit 99.1
Trilivy Reset Fueling line, enhanced with MetaVantage Technology, accompanies the brand launch
Newly formulated meal replacements, called Fuelings, are planned to debut in August
The filing contains no financial results, guidance, or dollar figures
Columbia Financial, Inc. said it completed its firm commitment underwritten offering in its second-step conversion, selling 167,236,353 shares at $10.00 per share for total offering proceeds of $1.67 billion. The company also set the final merger consideration for its acquisition of Northfield Bancorp at an aggregate $580 million, with both transactions scheduled to close on July 20, 2026.
167,236,353 shares sold at $10.00 each, for total offering proceeds of $1.67 billion
Existing Holding Company minority shares will be exchanged for 2.2000 shares of Company common stock
Northfield stockholders receive $14.25 in cash or 1.425 shares per share, for aggregate merger consideration of $580 million
Closing scheduled for July 20, 2026; shares expected to trade on Nasdaq as CLBK starting July 21, 2026
Polaryx Therapeutics' board set its 2026 Annual Meeting of Stockholders to be held virtually on September 10, 2026, with a July 27, 2026 record date. The filing also sets a July 27, 2026 deadline for stockholder proposals and director nominations to be considered for the proxy materials, because the company held no annual meeting in 2025.
Annual Meeting to be held virtually on September 10, 2026
Stockholders of record at close of business on July 27, 2026 may vote
Deadline for stockholder proposals and director nominations for proxy inclusion is close of business on July 27, 2026
Company may change the record date, meeting date and location before the meeting
F.N.B. Corporation reported second quarter 2026 net income of $148.7 million, or $0.42 per diluted share, up from $130.7 million, or $0.36, a year earlier. The company said revenue reached a record $462.7 million, and it repurchased $47 million of common stock during the quarter.
Net income was $148.7 million, or $0.42 per diluted share, versus $130.7 million, or $0.36, in Q2 2025 and $137.0 million, or $0.38, in Q1 2026.
Average loans and leases totaled $35.5 billion, up 2.9% from a year earlier, and average deposits totaled $38.7 billion, up 4.1%.
Provision for credit losses was $21.4 million, compared with $25.6 million in Q2 2025; net charge-offs were $17.0 million.
The company repurchased $47 million, or 2.7 million shares, of common stock at a weighted average price of $17.46.
South Plains Financial reported second-quarter 2026 net income of $19.0 million, or $0.96 per diluted share, up from $14.5 million and $0.85 in the first quarter and from $14.6 million and $0.86 a year earlier. The results include the Bank of Houston acquisition, completed April 1, 2026, and the company also said CEO Curtis Griffith plans to retire at year-end, with President Cory Newsom expected to lead the company.
Net income was $19.0 million for Q2 2026, versus $14.5 million in Q1 2026 and $14.6 million in Q2 2025.
Diluted EPS was $0.96, versus $0.85 in Q1 2026 and $0.86 in Q2 2025; net interest margin was 4.00%, down from 4.04% in Q1 2026.
The Bank of Houston merger closed effective April 1, 2026, and total deposits reached $4.64 billion at June 30, 2026.
The board declared a quarterly cash dividend of $0.18 per share, payable August 10, 2026 to holders of record on July 27, 2026.
On July 15, 2026, Uniti Group subsidiary Kinetic ABS Issuer LLC completed a private offering of $1,140,710,000 in secured fiber network revenue term notes, the second issuance in its fiber-to-the-home securitization program. The company says it intends to use the net proceeds for general corporate purposes, which may include success-based capital expenditures and/or repaying debt.
Class A-2 notes $805,210,000 at 5.834%, Class B $134,200,000 at 6.224%, Class C $201,300,000 at 7.536%
Notes issued at 100% of principal, with an anticipated repayment date in June 2033 and a legal final maturity in June 2058
Interest is payable monthly on the 25th, starting August 25, 2026
About $91,081,390 is held in a prefunding account for Oklahoma assets pending regulatory approvals; if those sales do not close by July 30, 2027, the funds prepay the notes
Kalaris Therapeutics released additional data from the expanded Phase 1a single ascending dose trial of TH103 in treatment-naive patients with neovascular age-related macular degeneration, with 20 patients completing six months of follow-up. The results build on earlier reported findings on vision, retinal anatomy and time to retreatment, but the filing covers an early-stage trial with small cohorts and includes no financial figures. The company said its Phase 1b/2 study remains on track to share initial data in the first half of 2027.
Expanded dataset includes 17 treatment-naive patients and 3 treatment-experienced patients; all 20 completed six months of follow-up.
Mean 9.2-letter best corrected visual acuity improvement at one month after a single TH103 injection in treatment-naive patients.
41% of treatment-naive patients (N=17) received a first retreatment at four months or later; 29% received no additional anti-VEGF treatment during six months.
No intraocular inflammation among six patients at the 2.5 mg dose; one patient at the 5 mg dose had transient IOI that resolved without sequelae.
Travelers reported second-quarter 2026 net income of $2.208 billion, or $10.26 per diluted share, up from $1.509 billion, or $6.53 per share, a year earlier. Core income was $2.160 billion, or $10.04 per diluted share, and the combined ratio improved to 83.6% from 90.3%, mainly because catastrophe losses fell to $518 million pre-tax from $927 million. For shareholders, the results also reflected $1.311 billion of share repurchases and a regular quarterly dividend of $1.25 per share.
Net income of $2.208 billion ($10.26 per diluted share) vs. $1.509 billion ($6.53) in Q2 2025; core income of $2.160 billion ($10.04 per share)
Total revenues of $12.153 billion vs. $12.116 billion; net written premiums of $11.529 billion, flat year over year
Catastrophe losses of $518 million pre-tax vs. $927 million; net favorable prior year reserve development of $578 million pre-tax
Repurchased $1.311 billion of shares in the quarter; quarterly dividend of $1.25 per share payable September 30, 2026
Truist reported second quarter 2026 results that improved on both the prior quarter and the same quarter last year. Net income available to common shareholders was $1.5 billion, or $1.23 per diluted share, compared with $0.90 a year earlier. The company also returned $1.8 billion to shareholders through dividends and share repurchases, including $1.2 billion of repurchased common shares.
Diluted EPS of $1.23, up from $1.09 in the first quarter of 2026 and $0.90 in the second quarter of 2025
Total revenue on a taxable-equivalent basis was $5.31 billion, up 5.5% from the second quarter of 2025 and up 2.2% from the first quarter of 2026
Noninterest expense was $3.06 billion, up 2.4% from the first quarter of 2026
Provision for credit losses fell to $395 million from $479 million in the first quarter of 2026; CET1 ratio was 10.9%
IPG Photonics signed a put option agreement with Lumibird S.A. for the proposed acquisition of 100% of Lumibird Medical, a wholly owned subsidiary of the seller, for €300 million on a cash-free, debt-free basis, plus up to €50 million in contingent earnout tied to 2026 and 2027 performance. The company expects to fund the deal with cash on hand, and closing is expected in the fourth quarter of 2026, subject to a French works council consultation, French foreign direct investment authorization and other customary conditions. Shareholders should note the filing states the deal may not close on the anticipated timeline or at all.
Purchase price of €300 million on a cash-free, debt-free basis, payable in cash at closing, plus up to €50 million contingent earnout based on 2026 and 2027 metrics
Funding from cash on hand; closing expected in the fourth quarter of 2026
Put option becomes binding on IPG only after the seller delivers an exercise notice; if the seller does not exercise by the expiry date, it pays IPG €3.5 million
Lumibird Medical reported fiscal 2025 revenue of €112.2 million and IFRS EBITDA of €24.1 million, per the company's press release
Fifth Third reported second-quarter 2026 net income available to common shareholders of $763 million, or $0.83 per diluted share, up from $128 million ($0.15) in the first quarter but down 6% per share from $0.88 a year earlier. Results include $0.19 per share of items, mainly $155 million after-tax in merger-related charges tied to the Comerica acquisition, and the company did not repurchase shares in the first half of 2026.
Diluted EPS of $0.83 compares with $0.15 in the prior quarter and $0.88 in the year-ago quarter; excluding $0.19 of certain items, adjusted EPS was $1.02.
Net interest income rose 48% year over year to $2.220 billion, reflecting a full quarter of Comerica.
Net charge-off ratio improved to 0.30%, the lowest level since the second quarter of 2023.
CET1 capital ratio was 9.93%, and there was no share repurchase activity in the first half of 2026.
Autoliv reported second-quarter 2026 net sales of $2,803 million, up 3.3%, with organic growth of 1.0%. Reported diluted EPS fell 38% to $1.35 and operating income fell 22% to $192 million, mainly due to capacity alignment costs tied to the discontinuation of its Türkiye manufacturing. Adjusted diluted EPS rose 10% to $2.43, and the company reiterated its full-year 2026 guidance.
Q2 2026 net sales were $2,803 million, up 3.3%, with organic sales growth of 1.0% against a global LVP decrease of 0.3%.
Diluted EPS was $1.35, down 38% from $2.16; adjusted diluted EPS was $2.43, up 10% from $2.21.
Operating income fell to $192 million from $247 million, reflecting about $66 million in capacity alignment costs tied to Türkiye restructuring.
Full-year 2026 guidance was reiterated, including around 10.5-11% adjusted operating margin and around $1.2 billion operating cash flow.
Tribeca Strategic Acquisition Corp. said that starting July 20, 2026, holders of its IPO units may separate the units into Class A ordinary shares and share rights for separate trading on Nasdaq. Units not separated will keep trading as BIDWU, and the company's filing does not describe any change to its business or financial results.
Separate trading of Class A ordinary shares (BID) and share rights (BIDWR) begins July 20, 2026
Unseparated units continue to trade on Nasdaq under BIDWU
Each right entitles the holder to one-tenth of one Class A ordinary share upon completion of an initial business combination
Unit holders must have their brokers contact transfer agent Efficiency, INC. to separate units
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