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).
Atlantic Union Bankshares agreed to sell $250 million of 6.25% fixed-to-floating rate subordinated notes due 2036 at 100% of principal, with closing expected on or about July 30, 2026. The company plans to use the proceeds to redeem $168.0 million of its 4.25% notes due 2029 and for general corporate purposes, including capital for Atlantic Union Bank.
Offering size: $250 million aggregate principal of 6.25% Fixed-to-Floating Rate Subordinated Notes due 2036, priced at 100.00% of principal
Underwriters' representatives: Keefe, Bruyette & Woods, Inc. and Piper Sandler & Co.
Closing expected on or about July 30, 2026, subject to customary conditions
Proceeds to repay $168.0 million of 4.25% notes due 2029 plus accrued interest; a conditional redemption notice has been delivered to those holders
Clearfield, Inc. signed Amendment No. 4 to its loan agreement with Old National Bank on July 24, 2026, extending the maturity of its line of credit from July 24, 2026 to November 21, 2026. All other material terms of the agreement remain unchanged.
Line of credit maturity extended from July 24, 2026 to November 21, 2026
Amendment No. 4 dated July 24, 2026 amends the Loan Agreement dated April 27, 2022
Amendment includes customary representations and warranties; other material terms unchanged
Huron Consulting Group's Board elected Dr. L. Thomas Richards as a director effective July 23, 2026, serving until the 2027 Annual Meeting. He was also appointed to three board committees, and the filing describes his background in life sciences, healthcare and M&A advisory. The filing describes a routine board addition with no change to financial results or guidance.
Dr. L. Thomas Richards elected director effective July 23, 2026, to serve until the 2027 Annual Meeting of Stockholders
Appointed to the Nominating and Corporate Governance, Finance and Capital Allocation, and Technology and Information Security committees
Annual cash retainer of $80,000, plus $7,500 per committee, and a restricted stock grant of $180,000 annually, prorated to half for 2026, granted August 1, 2026
Fundrise Innovation Fund (VCX) said it is moving the expiration of the post-listing lockup on shares acquired before February 20, 2026 up by one month, from September 14, 2026 to August 13, 2026. Locked-up shares would become eligible to trade on August 14, 2026. The filing says the fund's investment strategy, portfolio and operations are unaffected.
Lockup expiration moves from September 14, 2026 to August 13, 2026, one month earlier.
Shares acquired before February 20, 2026 that remain locked up can begin trading on August 14, 2026.
Management says the lockup has served its primary purpose of supporting orderly price discovery.
The fund states its investment strategy, portfolio and ongoing operations are unaffected.
Hasbro said President of Wizards of the Coast John Hight will stay in his current role through September 1, 2026, then become an Advisor reporting to the CEO until September 2, 2027, helping onboard a successor. The filing does not name a successor. His $800,000 base salary is unchanged, but he will not receive a fiscal 2027 bonus or new equity awards during the term.
Transition Agreement with John Hight is effective July 27, 2026.
Hight remains President of Wizards of the Coast through September 1, 2026.
From September 2, 2026 to September 2, 2027, he serves as Advisor and reports to the CEO.
Base salary stays at $800,000 annualized; no fiscal 2027 bonus and no new equity grants during the term.
Customers Bancorp and Chief Financial Officer Mark McCollom signed a First Amended Employment Agreement on July 24, 2026, replacing his June 10, 2025 agreement. The amendment adds a 12-month non-compete, requires a release of claims for severance, and sets a 45-day notice period for him to resign, down from 60 days.
Agreement dated July 24, 2026 amends and replaces the employment agreement dated June 10, 2025 with Mark R. McCollom, EVP and CFO.
Term now renews automatically each year unless either party gives at least 60 days' notice before the anniversary date.
Mr. McCollom's notice period to terminate employment shortened from 60 days to 45 days.
New 12-month restrictive covenant bars competing in the Company's Field of Interest in the Restricted Area(s).
Community West Bancshares said its executive management will meet with investors at the KBW Summer Bank Conference in New York City on July 28-29, 2026, and filed an investor presentation as Exhibit 99.1. The presentation reports total assets of $5.0 billion, total gross loans of $3.5 billion and total deposits of $4.1 billion as of June 30, 2026, and references a merger with USB effective April 1, 2026. The filing is a routine conference disclosure that does not itself report a new earnings result or change to guidance.
Conference: KBW Summer Bank Conference, New York City, July 28-29, 2026
Presentation filed as Exhibit 99.1; attendees include CEO James J. Kim and CFO Shannon R. Livingston
As of June 30, 2026: total assets $5.0 billion, total gross loans $3.5 billion, total deposits $4.1 billion
Presentation references a merger with USB as of April 1, 2026
On July 27, 2026, Univest Financial Corporation furnished a slide presentation to analysts and prospective investors as Exhibit 99.1 under Item 7.01. The deck covers the company's strategy and financial performance, including year-to-date 2026 results through June 30. The filing is a presentation rather than a results release, and the company states the material is not deemed filed under Section 18 of the Exchange Act.
Reported year-to-date 2026 earnings of $50.0 million, or $1.79 per share, with reported ROAA of 1.23%
Annualized loan growth of 3.6% and annualized deposit contraction of 4.4% for year-to-date 2026
Brokered deposits of $578.6 million, or 7.1% of total assets, as of June 30, 2026
Committed borrowing capacity of $3.7 billion, with $2.4 billion available, as of June 30, 2026
Gabelli Multimedia Trust amended its sales agreement with G.research, LLC on July 27, 2026, allowing it to sell up to 22,000,000 new common shares over time at market prices. Shares may not be sold below net asset value per share plus the sales commission, and the offering began on July 27, 2026.
Up to 22,000,000 shares of common stock may be offered through G.research, LLC as sales manager
Minimum sale price is net asset value per share plus the per share commission paid to the sales manager
Offering is made under a prospectus supplement dated July 27, 2026 and a shelf registration statement (File No. 333-277213)
Snow Rothschild Acquisition Corp. announced that holders of its IPO units may separately trade the Class A ordinary shares and warrants starting July 30, 2026. Units not separated will keep trading under ISNRU, and the separation does not change the terms of the shares or warrants.
Separate trading of Class A ordinary shares (ISNR) and warrants (ISNRW) starts July 30, 2026 on the Nasdaq Global Market.
Each unit consists of one Class A ordinary share and one-half of one redeemable warrant; each whole warrant entitles the holder to buy one share for $11.50.
Only whole warrants will trade; no fractional warrants will be issued on separation.
Unit holders must have their brokers contact Continental Stock Transfer & Trust Company, the transfer agent, to separate units.
Talos Energy agreed to acquire a 50% working interest in Block 29 offshore Mexico, operated by Repsol, for a contingent $30 million payment at final investment decision, a cash carry of up to $20 million on the next exploration well, and reimbursement of certain pre-closing costs. The company also amended its credit agreement to raise capacity for Mexico project financing by $50 million, non-recourse to Talos, and to allow investments in the block without the usual free cash flow test before December 31, 2027. Closing depends on Mexican regulatory approvals, and the estimated resource figures are not reserves.
Talos will hold a 50% working interest in Block 29, with Repsol as operator and sole co-participant.
Contingent $30 million payment at FID, plus a cash carry of up to $20 million on the next exploration well.
Polok and Chinwol discoveries estimated at more than 200 MMBoe of gross recoverable resource; partners expect to reach FID in 2027.
Second Amendment dated July 22, 2026 adds $50 million of non-recourse project financing capacity, effective on deal closing.
Lattice Semiconductor completed its acquisition of AMI on July 27, 2026, paying about $1 billion in cash and about 5.2 million shares and restricted stock units, subject to closing adjustments. The cash was funded from cash on hand and a $925.0 million term loan borrowed under the company's credit agreement, so the deal adds significant debt and share issuance for shareholders to weigh. The filing gives no AMI financial results; the company says it will provide them with its second quarter 2026 results on August 4, 2026.
Total consideration of about $1 billion in cash plus about 5.2 million shares and restricted stock units, subject to adjustments.
On July 27, 2026, Lattice borrowed $925.0 million under the delayed draw term loan facility to fund the cash consideration.
On July 27, 2026, Lattice issued 4,741,352 shares of common stock to the AMI sellers, with transfer restrictions releasing 25% per 90-day period.
The company will report AMI operating results with its second quarter 2026 results on August 4, 2026.
Kymera Therapeutics said Chief Medical Officer Jared Gollob resigned on July 27, 2026, for personal reasons, and will stay on as an advisor through December 31, 2026. Terence Rooney, M.D., formerly an immunology leader at Johnson & Johnson, became CMO effective the same day. The change is a senior management transition that leads clinical development for the company's oral immunology pipeline.
Jared Gollob resigned as Chief Medical Officer on July 27, 2026, after eight years with the company, citing personal reasons
Terence Rooney, M.D., succeeds Gollob as CMO effective July 27, 2026
Gollob will continue as an advisor until December 31, 2026
Rooney previously served as Senior Vice President, Portfolio and Asset Management Leader, Immunology, at Johnson & Johnson
Lyft's board appointed Ben Minicucci, chief executive of Alaska Air Group and Alaska Airlines, as a director effective immediately, with a term expiring at the 2027 annual meeting. The filing says the board values his public-company CEO experience, transportation safety expertise and M&A integration background, and it discloses that Lyft and Alaska have a rewards partnership under which Lyft paid Alaska $3.2 million and received $0.16 million in 2025.
Ben Minicucci appointed to Lyft's board on July 23, 2026, as a Class II director
Term expires at Lyft's 2027 Annual Meeting of Stockholders
Lyft paid Alaska $3.2 million and received $0.16 million under the Partnership Agreement in 2025
Minicucci receives standard non-employee director compensation and will sign the standard indemnification agreement
Translational Development Acquisition Corp. (TDAC) entered a subscription agreement under which Naetas Holding Limited will buy 5,000,000 TDAC Class A ordinary shares at $10.00 each, for $50,000,000, and receive 5,000,000 warrants at no additional consideration. The purchase is tied to the closing of TDAC's business combination with ProLogium Holding Inc., and the closing is contingent on that combination being completed, so shareholders would see new shares and warrants issued only if the merger proceeds.
Subscriber: Naetas Holding Limited, an institutional accredited investor, purchasing 5,000,000 Class A ordinary shares at $10.00 per share for $50,000,000
Subscribed Warrants: 5,000,000, exercisable at $11.50 per share, with a $18.00 redemption trigger and $0.01 redemption price
Closing expected one business day before the first merger; the subscription terminates if the Business Combination Agreement is validly terminated or the Termination Date passes without closing
ProLogium to file a resale registration statement within 45 calendar days after the Business Combination closes, after the Form F-4 is declared effective
On July 27, 2026, Somnigroup entered into Amendment No. 5 to its 2023 Credit Agreement, providing a $1.2 billion term loan A and a $510 million incremental revolving commitment, with the revolver totaling $1.7 billion after the amendment. The company used $700 million to prepay part of its 2025 Term B loans and said the refinancing reduces expected annual interest expense by approximately $5 million, while the amendment also adjusts terms tied to its anticipated acquisition of Leggett & Platt.
Term loan A of $1.2 billion and revolving credit facility of $1.7 billion both mature July 27, 2031
$700 million prepayment of outstanding 2025 Refinancing Term B Loans
Company expects approximately $5 million lower annual interest expense
Amendment modifies terms for the anticipated Leggett & Platt, Incorporated acquisition and allows collateral release upon an Investment Grade Rating
Zeta Global entered a five-year, $1.0 billion senior secured credit facility with Bank of America, N.A. as administrative agent on July 24, 2026. The company used it to replace its existing credit agreement and repaid $200.0 million of outstanding obligations under that agreement. The filing describes a lower-cost, more flexible debt package, but it does not report any change to revenue, profit, or guidance.
Facility is $1.0 billion over five years: a $250.0 million Term Loan A and a $750.0 million revolving credit facility.
The revolving credit facility was undrawn at closing, according to the July 27, 2026 press release.
Loans bear interest at SOFR plus 1.75% to 2.50%, or a base rate plus 0.75% to 1.50%, depending on the Consolidated Net Leverage Ratio.
The agreement requires a Consolidated Net Leverage Ratio of no more than 3.25:1.00, rising to 3.75:1.00 for four quarters after an acquisition of at least $100 million.
Independent Bank Corporation increased its board from 10 to 11 members and appointed attorney Nathan E. Tagg to fill the new seat, effective July 21, 2026, under the merger agreement for HCB Financial Corp. Mr. Tagg also joins the Audit Committee, which gives a former HCB director a role in overseeing the company's financial reporting.
Board increased from 10 to 11 members; Nathan E. Tagg appointed effective July 21, 2026
Tagg previously served on the HCB Financial Corp. and Highpoint Community Bank boards until the acquisition closed on July 1, 2026
Tagg appointed to the Audit Committee and to the Independent Bank and Highpoint Community Bank boards
Tagg is a partner at Tripp, Tagg & Storrs, Attorneys, where he has practiced since 2009
Capital City Bank Group, Inc. posted a second quarter 2026 investor presentation on its website and furnished a copy as Exhibit 99.1 to this report. The filing does not include financial results, guidance, or any new corporate action, so it is a routine disclosure for shareholders.
The filing is dated July 27, 2026 and was signed by Jeptha E. Larkin, Executive Vice President and Chief Financial Officer.
The presentation is furnished as Exhibit 99.1 under Regulation FD (Item 7.01).
The company states the information is furnished and not deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934.
The filing also includes a Cover Page Interactive Data File as Exhibit 104.
Cracker Barrel said David Deno, former CEO of Bloomin' Brands, will become President and Chief Executive Officer and join the Board effective August 10, 2026, succeeding Julie Masino, who will also leave the Board. Masino will remain an employee until October 9, 2026 to assist the transition. The filing contains no financial results, so the leadership change is the main development for shareholders.
David Deno, age 69, was CEO of Bloomin' Brands from April 2019 to September 2024 and will become Cracker Barrel's CEO on August 10, 2026.
Deno's employment agreement sets a base salary of $1,000,000, an initial annual bonus target of 125% of base salary, and an initial long-term incentive target of 360% of base salary.
Deno will receive a one-time sign-on award of $200,000 in restricted stock units and $200,000 in stock options, vesting on the third anniversary of the grant date.
Masino's Transition Agreement provides separation payments and equity treatment consistent with a termination without Cause under her July 17, 2023 employment agreement.
Sarepta Therapeutics appointed Michael Severino, M.D., former CEO of Tessera Therapeutics, as chief executive officer effective July 28, 2026, and as a Class I director. Doug Ingram, the current CEO, departs as CEO and board member on that date and will serve as a consultant until December 31, 2026. The filing describes a sign-on equity package with a grant date value of approximately $35 million and a base salary of $1,180,000, which shareholders may track for compensation and leadership continuity.
Michael Severino, M.D., becomes CEO and a director effective July 28, 2026, succeeding Doug Ingram
Sign-on equity grant has an approximate grant date value of $35,000,000, including a $14,000,000 make-whole grant
Severino's employment agreement sets an annual base salary of $1,180,000 and a target bonus of 110% of base salary
Ingram will consult for the company until December 31, 2026, for a monthly fee of $15,000
National Health Investors named Christian Maingot as its first Chief Operations Officer, effective July 27, 2026. He most recently served as CEO of Longview Senior Housing, a Blackstone portfolio company, from May 2022 to April 2026, and has more than 20 years of senior housing experience. The filing sets out his initial compensation, which matters to shareholders because it shows the cost of the new executive role.
Board appointed Maingot on July 22, 2026; role effective July 27, 2026
Initial annual base salary of $415,000
Maximum 2026 performance-based cash bonus of $360,937 (prorated), plus a 2026 equity award with a target value of $375,833 (prorated), split equally between time-based restricted stock and performance-based restricted stock units
Previously spent more than a decade at Brookdale Senior Living, most recently as Senior Vice President of Corporate Development and Strategic Initiatives
Solstice Advanced Materials and its consenting lenders signed an amendment on July 24, 2026 to its existing credit agreement with JPMorgan Chase Bank, N.A. as administrative agent. The amendment allows, among other things, $4.685 billion in bridge financing tied to a merger agreement dated July 6, 2026 with Element Solutions Inc. and related merger subsidiaries.
Amendment dated July 24, 2026 to the credit agreement originally dated October 29, 2025
Permits $4.685 billion in bridge financing to Solstice and other transactions linked to the merger
Merger agreement dated July 6, 2026 with Element Solutions Inc. and two wholly-owned Solstice merger subsidiaries
Full amendment filed as Exhibit 10.1; some schedules and exhibits omitted under Regulation S-K Item 601(a)(5)
SPAC Research Alliance Corporation III (RACC) signed a business combination agreement on July 26, 2026 to acquire 100% of OHB Pediatrics Ltd., doing business as Oak Hill Bio, in exchange for newly issued RACC common stock. The combined company would be renamed Oak Hill Bio, Inc. and trade on Nasdaq as OAKH, with closing expected by year-end 2026 subject to shareholder approval and other conditions.
Base equity value of $160 million, plus a SAFE amount, divided by $10.00 per share sets the share count issued to Oak Hill Bio shareholders
Expected gross proceeds of about $175 million, including $75 million from RACC's trust account backstopped by RA Capital and a $100 million private financing
RACC shareholders may redeem Class A shares for cash from the trust account in connection with the transaction
Either party may terminate if the deal is not closed within six months of the agreement date, subject to extension provisions
Novanta completed its acquisition of Riverpoint Medical on July 23, 2026, paying the seller approximately $1.2 billion in cash, subject to customary adjustments, with a further $250.0 million milestone payment due by January 8, 2027. The company funded the deal by borrowing $616.0 million under its credit facilities and using cash on hand, bringing consolidated debt to $854.7 million as of July 22, 2026. The company expects the deal to add $0.18 to $0.25 of adjusted earnings per share in 2027, its first full year after closing.
Closed July 23, 2026, with approximately $1.2 billion paid in cash at closing
$250.0 million milestone payment remains payable to the seller on or before January 8, 2027
$616.0 million borrowed under revolving and delayed draw term loan facilities; consolidated debt $854.7 million as of July 22, 2026
Expected to contribute $0.18 to $0.25 of adjusted EPS in 2027; 2026 impact to be discussed on the second quarter earnings call
Pitney Bowes appointed La Vonda Williams, former CFO of Onegevity Health, to its Board of Directors effective July 21, 2026. She joins the Audit, Governance and Strategic Review Committees, and the filing describes the Strategic Review Committee as formed in connection with the company's previously announced strategic review process.
Appointed to the Board on July 21, 2026, with a $200,000 annual cash retainer plus committee fees under the standard non-management director arrangements
Committee roles: Audit Committee and Governance Committee (additional $20,000 and $12,000 annual cash retainers), and Strategic Review Committee (extra equity grant of $278,000, prorated to $225,446)
Also receives an annual equity grant of $100,000, prorated to $81,095 for her mid-year start, that vests one year later
Filing states no arrangements or understandings tied to her appointment and no related-party transactions under Item 404(a)
Spruce Biosciences appointed Adrian Quartel, M.D., as its Chief Medical Officer on July 27, 2026, replacing Dr. Kirk Ways, who had been serving as interim Chief Medical Officer. Dr. Ways will remain on the Company's Board of Directors. The filing describes Dr. Quartel's experience in pharmaceutical clinical development and rare disease launches, including prior Chief Medical Officer roles at Zevra Therapeutics, Acer Therapeutics and Adamas Pharmaceuticals.
Adrian Quartel, M.D., FFPM, appointed Chief Medical Officer on July 27, 2026
Replaces Dr. Kirk Ways, who had been Interim Chief Medical Officer
Dr. Ways will continue as a member of the Board of Directors
Dr. Quartel previously served as Chief Medical Officer of Zevra Therapeutics, Acer Therapeutics and Adamas Pharmaceuticals
CytomX Therapeutics appointed Dr. Charles Fuchs to its Board of Directors effective July 24, 2026, as a Class II director with a term running to the 2029 annual meeting. The filing says he received an option to buy 118,000 shares of common stock, vesting monthly over three years, which ties part of his pay to the stock price.
Charles Fuchs, M.D., M.P.H., joined the board effective July 24, 2026, as a Class II director.
His initial term expires at the 2029 annual meeting of stockholders.
He received an option to purchase 118,000 shares at the July 24, 2026 closing price, vesting in 1/36th installments monthly.
Cadiz said Chief Financial Officer Stanley Speer will retire effective September 1, 2026, and Jacinto J. Hernandez, currently Executive Vice President of Finance, will become CFO on that date. Speer will serve as an advisor through December 31, 2026, and his separation terms include accelerated vesting of restricted stock units and a new grant tied to the Northern Pipeline project financing.
Stanley E. Speer retires as CFO effective September 1, 2026, and advises the company through December 31, 2026 at $10,000 per month.
Jacinto J. Hernandez, age 47, has an annual base salary of $400,000 and a cash bonus target of 100% of salary.
Hernandez's inducement awards total 800,000 restricted stock units and 800,000 performance stock units, subject to Compensation Committee approval.
Kyverna Therapeutics and ElevateBio signed a Clinical and Commercial Supply Agreement on July 23, 2026, replacing their prior manufacturing agreement in its entirety. The deal covers clinical and commercial supply of Kyverna's lead candidate, miv-cel, and requires Kyverna to order minimum quantities in certain years and/or after FDA approval. The filing does not disclose dollar values, so shareholders cannot yet gauge the financial scale of the commitment.
Agreement signed July 23, 2026, and replaces the prior agreement with ElevateBio in its entirety.
Initial term of five years, with automatic one-year renewals unless terminated under the agreement's terms.
Prices and fees are subject to an annual inflation adjustment up to a maximum percentage, tied to the PPI for Pharmaceutical Preparation Manufacturing.
Full agreement to be filed with the Form 10-Q for the quarter ending September 30, 2026; certain terms will be confidential.
XPO, Inc. appointed Michael Kneeland to its board of directors effective July 27, 2026, expanding the board to eight members, seven of whom are independent. Kneeland is non-executive chairman of United Rentals and previously served as its chief executive from 2007 to 2019. The filing reports no financial results or changes to operations, so the appointment is a board governance change.
Kneeland was appointed by the board on July 24, 2026, effective July 27, 2026, and will serve until the 2027 annual meeting of stockholders.
As a non-employee director, he receives an annual cash retainer of $80,000 and an annual RSU grant currently valued at $190,000.
On July 27, 2026, he received a prorated grant of 388 RSUs that vest on January 4, 2027.
The filing states there are no related party transactions with Kneeland reportable under Item 404(a) of Regulation S-K.
SPX Technologies elected Brian Deck, who is CEO of JBT Marel Corporation, as a director effective July 27, 2026, and appointed him to the Audit and Governance & Sustainability Committees. The filing describes this as a board addition with pro-rated director pay, with no change to reported financial results.
Brian Deck elected director effective July 27, 2026; Board elected him July 24, 2026
Appointed to Audit and Governance & Sustainability Committees, effective July 27, 2026
Annual non-employee director pay: $100,000 cash retainer and $150,000 grant-date value of restricted stock units, pro-rated for his service through the 2027 Annual Meeting
Deck currently serves as CEO of JBT Marel Corporation (NYSE: JBTM)
SemiLEDs said its audit committee engaged DLEE Accountancy, Inc. as its new independent registered public accounting firm on July 27, 2026, after the engagement with YCM CPA INC. expired. The company reported no disagreements with YCM and no reportable events during its most recent fiscal year and through the expiration date, and it has asked YCM for a letter confirming whether it agrees with the statements.
Audit committee engaged DLEE Accountancy, Inc. as new independent auditor on July 27, 2026
YCM CPA INC. engagement expired; company reported no disagreements or reportable events with YCM
SemiLEDs requested a letter from YCM to the SEC stating whether it agrees with the company's statements
Filing is signed by Chief Financial Officer Christopher Lee and dated July 27, 2026
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.