AI filing briefs · archive

8-K filings in August 2026, explained

1,079 material Form 8-K filings that 836 companies we cover made with the SEC in August 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).

1,079 briefs

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DGIIDIGI INTERNATIONAL INC Aug 31, 5:26 PM ET

Digi International Expands Senior Secured Revolving Credit Facility to $350 Million

Positive financing Written later 1.011.022.037.01

On August 27, 2026, Digi International entered into an amended and restated $350 million senior secured revolving credit agreement with BMO Bank N.A. as administrative agent. The new facility replaces a $250 million agreement dated December 7, 2023, which Digi paid off and terminated, and it matures on August 27, 2031. The company says the expanded capacity and lower pricing give it more financial flexibility for acquisitions, though the filing does not report any earnings or cash flow figures.

  • $350 million senior secured revolving facility, with an uncommitted accordion of the greater of $130 million or 100% of trailing four-quarter EBITDA, maturing August 27, 2031.
  • Replaces the $250 million revolving credit agreement dated December 7, 2023, which was paid off and terminated on August 27, 2026.
  • Term SOFR margins range from 1.25% to 2.625%, compared with 135 to 310 basis points under the prior facility, according to the press release.
  • Maximum total net leverage covenant increased from 3.0x to 3.50x; minimum interest coverage ratio of 3.00x is unchanged.
Read the filing on SEC.gov ↗
TDWTIDEWATER INC Aug 31, 5:23 PM ET

Tidewater completes $500 million acquisition of Wilson Sons Ultratug, adding 22 PSVs

Neutral m&a Written later 1.012.012.037.01

Tidewater completed its acquisition of Wilson, Sons Ultratug and affiliate Atlantic Offshore Services effective August 31, 2026, for an aggregate purchase price of $500 million on a debt-free, cash-free basis. The company paid about $283.1 million in cash and assumed about $229.3 million of existing target debt, and it took on new guarantee and liquidity obligations tied to the target's BNDES loans.

  • Tidewater paid approximately $283.1 million in cash and acquired the targets subject to about $229.3 million of existing debt; the price remains subject to a post-closing adjustment.
  • Tidewater procured unsecured bank guarantees from DNB Bank ASA of up to $170,458,000 and must maintain minimum liquidity of at least 1.25x the outstanding Replacement LCs.
  • Tidewater must use best endeavors to replace or repay BNDES parent company guarantees before December 31, 2026; the BNDES construction loans total about $170.1 million outstanding.
  • The deal adds a fleet of 22 PSVs, and the company's BB Loan guarantee was replaced by Tidewater at closing, with the BB Loan outstanding principal of about $22.5 million.
Read the filing on SEC.gov ↗
JAZZJazz Pharmaceuticals plc Aug 31, 5:21 PM ET

Jazz Pharmaceuticals closes $1.25 billion exchangeable senior notes offering due 2032

Neutral financing Written later 1.012.033.028.01

On August 31, 2026, Jazz Investments I Limited, a wholly owned subsidiary of Jazz Pharmaceuticals plc, closed a $1.25 billion private offering of 1.875% exchangeable senior notes due September 15, 2032, including the full $150.0 million option. The company also repurchased about $225.0 million of its ordinary shares from note purchasers at $249.29 per share, paid from cash on hand under its July 2024 repurchase program, which reduces the remaining authorization. For shareholders, the filing adds a senior unsecured debt obligation guaranteed by the company and sets an exchange price of about $355.24 per share.

  • Notes total $1.25 billion in principal, carry a 1.875% interest rate, and mature September 15, 2032; the closing includes the full $150.0 million option.
  • Estimated net proceeds are approximately $1,226.4 million, which the company expects to use for general corporate purposes.
  • Initial exchange price is about $355.24 per ordinary share, a premium of about 42.5% over the August 26, 2026 closing price.
  • About $225.0 million of ordinary shares were repurchased at $249.29 each, the August 26, 2026 closing price, using existing cash on hand.
Read the filing on SEC.gov ↗
KSSKOHLS Corp Aug 31, 5:20 PM ET

Kohl's names Ryan Waymire chief merchandising officer, replacing Nick Jones

Neutral leadership Written later 5.027.01

Kohl's said Nick Jones, its Chief Merchandising Officer, will leave effective October 1, 2026, and named Ryan M. Waymire, a former Walmart U.S. senior vice president of fashion, to succeed him effective September 28, 2026. Waymire will lead Kohl's overall merchandise strategy and all merchandising functions, reporting to CEO Michael J. Bender. The filing reports a leadership change in a key role but no financial results, guidance or dollar figures.

  • Nick Jones departs effective October 1, 2026; he is entitled to separation benefits under his March 20, 2023 Executive Compensation Agreement
  • Ryan M. Waymire accepted the role on August 27, 2026, effective September 28, 2026
  • Waymire previously held roles at Walmart U.S., Wayfair, FabFitFun, Amazon and Target, including nearly a decade at Target
  • The announcement was made in a press release dated August 31, 2026 (Exhibit 99.1)
Read the filing on SEC.gov ↗
OKEONEOK INC /NEW/ Aug 31, 5:09 PM ET

ONEOK to buy Brazos Midland assets for $4.425B; Apollo to invest $9B

Mixed m&a Written later 1.013.027.018.01

ONEOK agreed to acquire Brazos Midstream's Permian Midland Basin assets for $4.425 billion in cash and signed a contribution agreement with an Apollo affiliate for a $9 billion minority equity investment. ONEOK says the deal reduces debt by about $5 billion and lowers expected pro forma 2027 leverage to about 3.25 times debt-to-EBITDA, but the Apollo investment carries a Class B return and distribution rights that will affect cash flow available to common shareholders.

  • Brazos Midland acquisition for $4.425 billion in cash, expected to close in the fourth quarter of 2026, subject to Hart-Scott-Rodino clearance.
  • Apollo investment of $9 billion for a Class B interest in ONEOK Holdings, with a 7.0% IRR cap for the first nine years; expected to close in the first half of September 2026.
  • About $5 billion of debt to be extinguished, with a tender offer capped at $2 billion, an early tender deadline of September 14, 2026 and an expiration of September 29, 2026.
Read the filing on SEC.gov ↗
IVZInvesco Ltd. Aug 31, 5:01 PM ET

Invesco to retire Asia Pacific head Andrew Lo; Marty Franc to succeed him in 2027

Neutral leadership Written later 5.027.01

Invesco Ltd. said Andrew Lo, Senior Managing Director and Head of Asia Pacific, will retire on March 31, 2027, after 32 years with the firm. Marty Franc, currently CEO for Australia, Greater China and Southeast Asia, will succeed him as head of Asia Pacific during the first quarter of 2027, after a transition period. The filing does not report any financial figures, so the change affects shareholders mainly through leadership of a region the company calls a significant contributor to its global business.

  • Andrew Lo retires March 31, 2027, after 32 years with Invesco, and steps down as head of Asia Pacific on a date in Q1 2027 to be determined.
  • Marty Franc, who will be based in Hong Kong, has more than 30 years of asset management experience, including 13 years at Invesco.
  • Lo will become Chairman Emeritus, Asia Pacific, serving on the China and India joint venture boards and providing strategic counsel; the agreement with Lo has not yet been executed.
  • CEO Andrew Schlossberg said Franc is the right leader to build on the Asia Pacific foundation.
Read the filing on SEC.gov ↗
WLKWESTLAKE CORP Aug 31, 5:00 PM ET

Westlake appoints Tommy Darby as Chief Accounting Officer, effective immediately

Neutral leadership Written later 5.02

Westlake named Tommy E. Darby, 45, as Vice President and Chief Accounting Officer, effective immediately, succeeding Jeffrey A. Holy, who moves to Vice President, Finance and Investor Relations. The filing describes a routine officer change with a standard pay package, and it does not report any financial results or changes to company guidance.

  • Darby previously was Vice President and Chief Accounting Officer at Pactiv Evergreen (now Novolex) from August 2022 to April 2025
  • Pay includes a $440,000 annual salary, a 45% annual incentive target, and a 90% long-term incentive target
  • Sign-on restricted stock units have a total grant date fair value of $135,000 and fully vest on August 31, 2029
Read the filing on SEC.gov ↗

Victory Capital agrees to acquire First Eagle; $3.5 billion term loan committed

Neutral m&a Written later 1.013.02

On August 25, 2026, Victory Capital entered a merger agreement to acquire First Eagle from Seller, a partnership majority owned by Genstar Capital affiliates, paying a mix of cash, newly issued common stock equal to 4.9% of outstanding shares after closing, and new non-voting convertible preferred stock. Closing depends on regulatory approvals, Victory Capital stockholder approval, and client consents, and either party may terminate if closing has not occurred by May 25, 2027, so shareholders face both dilution and deal risk.

  • Merger agreement signed August 25, 2026 with GC Ferry Parent, L.P. (Seller) and GC Ferry Holdings, Inc. (First Eagle)
  • Stock consideration: newly issued common shares representing 4.9% of outstanding common stock after closing, plus Series B non-voting convertible preferred stock
  • Credit commitments of up to $3.5 billion incremental term loan, $200.0 million revolving facility and $950.0 million secured bridge loan from Bank of America and RBC
  • Closing requires stockholder approval; if not obtained, share issuance is capped at 19.9% of common stock and the balance is paid in cumulative perpetual preferred stock
Read the filing on SEC.gov ↗
MTUSMetallus Inc. Aug 31, 4:47 PM ET

Metallus CEO Michael Williams to retire; President Kristopher Westbrooks named successor

Neutral leadership Written later 5.027.01

Metallus CEO Michael Williams plans to retire as CEO and resign from the Board effective December 31, 2026, and the Board has named President and Chief Operating Officer Kristopher Westbrooks as his successor effective January 1, 2027. The filing describes the change as the result of a succession planning process and does not report any financial results or guidance.

  • Williams retires as CEO and director effective December 31, 2026, and will be a non-executive Special Advisor through June 30, 2027, at a monthly base salary of $39,375 with no new incentive awards.
  • Westbrooks, age 48, becomes President and CEO and a director effective January 1, 2027; he has been President and COO since June 2025 and was previously CFO after joining in September 2018.
  • Westbrooks' base salary rises to $800,000 per year, his target annual award rises from 85% to 100% of base, and his target long-term equity grant rises to $2.4 million per year beginning in 2027.
  • Kevin A. Raketich moves from Executive Vice President and Chief Commercial Officer to Executive Vice President, Strategy and Corporate Development.
Read the filing on SEC.gov ↗
CPTCAMDEN PROPERTY TRUST Aug 31, 4:38 PM ET

Camden Property Trust: Executive Vice Chairman D. Keith Oden retires, signs separation deal

Neutral leadership Written later 1.015.02

Camden Property Trust said Executive Vice Chairman D. Keith Oden retired effective August 31, 2026, and will remain on the Board of Trust Managers. A Separation and Release Agreement terminated his employment agreement and provides payments tied to amounts he would have received in February 2027, credited to a deferred compensation account. The filing does not state the dollar value of those payments.

  • D. Keith Oden retired as Executive Vice Chairman effective August 31, 2026, and continues as a board member.
  • His employment agreement was terminated under a Separation and Release Agreement with the company and Camden Development, Inc.
  • Payments reflect amounts he would have been eligible to receive in February 2027, credited to a cash deferral account under the Non-Qualified Deferred Compensation Plan.
  • The filing does not disclose the dollar amount of the payments; the agreement is filed as Exhibit 10.1.
Read the filing on SEC.gov ↗
UPSUNITED PARCEL SERVICE INC Aug 31, 4:37 PM ET

UPS Names Wilfredo Ramos to Succeed Kate Gutmann as International Head Effective Sept. 1

Neutral leadership Written later 5.027.01

UPS said Executive Vice President Kate Gutmann will retire from her current roles effective September 1, 2026, and remain in a transitional role through March 31, 2027. Wilfredo Ramos was appointed to succeed her, alongside a new global operating model that reassigns several executive responsibilities. The filing does not include financial results, so it gives shareholders no new performance figures.

  • Kate Gutmann retires from current roles effective September 1, 2026; transitional role through March 31, 2027
  • Wilfredo Ramos appointed EVP and Chief International, Healthcare and Supply Chain Solutions Officer, with over 20 years at the company
  • Nando Cesarone becomes EVP and Chief Global Operations Officer; retention RSU award valued at $6.0 million
  • Bala Subramanian receives retention RSU award valued at $3.0 million; RSUs vest 25% in 2027, 25% in 2028, 50% in 2029
Read the filing on SEC.gov ↗
FDSFACTSET RESEARCH SYSTEMS INC Aug 31, 4:30 PM ET

FactSet amends credit agreement, extends maturities and raises revolver to $1.5 billion

Neutral financing Written later 1.012.03

On August 28, 2026, FactSet amended its credit agreement with PNC Bank as administrative agent. The amendment extends the term loan maturity to August 28, 2029 and the revolving facility maturity to August 28, 2031, while increasing revolving commitments from $1.0 billion to $1.5 billion. For shareholders, the filing shows expanded and longer-dated borrowing capacity, though the filing does not state any borrowing drawn under the facilities.

  • Revolving commitments increased from $1.0 billion to $1.5 billion, with final maturity extended to August 28, 2031
  • Term loan facility of $375 million, with final maturity extended to August 28, 2029 and scheduled amortization removed
  • Credit spread adjustment of 0.10% removed for Daily Simple SONIA and Term SOFR borrowings
Read the filing on SEC.gov ↗

Charter CFO Jessica Fischer to step down October 15; Kevin Howard named interim

Neutral leadership Written later 5.027.01

Charter Communications said CFO Jessica Fischer will leave the role on October 15, 2026, to pursue another opportunity, and that the resignation was not due to any disagreement with the company or its board. Chief Accounting Officer and Controller Kevin Howard will serve as interim CFO, and the company has started a search for a permanent successor. Charter said it has not changed its previously provided financial outlook or financial policy.

  • Jessica Fischer notified the company of her resignation on August 28, 2026, and will serve through October 15, 2026.
  • Kevin D. Howard, 57, was appointed interim CFO by the board on August 30, 2026, effective October 15, 2026.
  • Howard is currently Executive Vice President, Chief Accounting Officer and Controller, and previously served as interim CFO from August 1 to October 31, 2010.
  • Charter has not changed its previously provided financial outlook or financial policy and has begun a search for a new CFO.
Read the filing on SEC.gov ↗
PRIMPrimoris Services Corp Aug 31, 4:24 PM ET

Primoris adds James Greer and Oscar Brown to board, effective October 1, 2026

Neutral leadership Written later 5.02

Primoris Services Corporation said its board increased to ten members and appointed James A. Greer and Oscar K. Brown as directors, effective October 1, 2026. Both are energy-industry executives, with Mr. Greer's background in electric delivery operations and Mr. Brown's in energy leadership, finance and governance.

  • Board size increased to ten members; appointments take effect October 1, 2026
  • Mr. Greer served as Executive Vice President and Chief Operating Officer of Oncor Electric Delivery Company LLC from October 2011 until his retirement in 2025
  • Mr. Brown has been President and Chief Executive Officer of Western Midstream Partners, LP since October 2024
  • Both directors' terms expire at the 2027 annual meeting; no committee assignments have been made yet
Read the filing on SEC.gov ↗
ADTADT Inc. Aug 31, 4:24 PM ET

ADT Inc. subsidiaries add $100 million in term A loans under existing credit agreement

Neutral financing Written later 1.012.03

ADT Inc.'s subsidiaries borrowed $100 million of incremental first lien senior secured term A loans on August 28, 2026, under an amendment to their existing term loan credit agreement. Total term A loans outstanding rise to $520,312,500, and the company says the proceeds will fund general corporate purposes.

  • Incremental term A loans of $100,000,000 incurred on August 28, 2026, under Incremental Assumption and Amendment Agreement No. 2
  • Total first lien senior secured term A loans outstanding are $520,312,500 after the borrowing
  • Proceeds will be used for general corporate purposes; the borrowers' obligations under the existing agreement are unchanged
  • Fifth Third Bank, National Association, is administrative agent
Read the filing on SEC.gov ↗
GBXGREENBRIER COMPANIES INC Aug 31, 4:06 PM ET

Greenbrier CEO Tekorius to retire; Brian Comstock named successor effective Jan. 6, 2027

Neutral leadership Written later 5.02

Greenbrier CEO and President Lorie Tekorius will retire effective January 6, 2027, and will not stand for re-election as a director at the 2027 annual meeting. The Board appointed Brian J. Comstock, currently Executive Vice President and President, The Americas, as her successor, effective the same date. The filing does not state financial results or changes to guidance, so the direct effect on shareholders is the change in top leadership.

  • Lorie Tekorius retires as CEO and President effective January 6, 2027, and will provide transition services afterward.
  • Brian J. Comstock, 64, appointed to succeed her as CEO and President, effective January 6, 2027.
  • Comstock has worked at Greenbrier since 1998 and has served as Executive Vice President & President, The Americas, since January 2024.
  • Board appointment was made August 26, 2026; the press release was issued August 31, 2026.
Read the filing on SEC.gov ↗
ALGNALIGN TECHNOLOGY INC Aug 31, 4:05 PM ET

Align Technology names Quentin Blackford to board; Andrea Saia resigns Sept. 23

Neutral leadership Written later 5.02

Align Technology appointed Quentin Blackford, 48, to its board on August 27, 2026, raising the board from ten to eleven directors. Director Andrea L. Saia, who has served since 2013, will resign effective September 23, 2026, returning the board to ten members, and the company says her decision was not due to any disagreement with the company.

  • Quentin Blackford, 48, was appointed to the board on August 27, 2026. He is President and CEO of iRhythm Technologies, a role he has held since 2021.
  • Andrea L. Saia will resign from the board effective September 23, 2026, and the filing says the resignation is not due to any disagreement or removal for cause.
  • The board size goes from eleven to ten directors when Saia's resignation takes effect.
  • Blackford is expected to stand for election at the 2027 annual meeting, expected in May 2027.
Read the filing on SEC.gov ↗

Worthington Enterprises extends $500 million revolving credit facility to August 31, 2031

Neutral financing Written later 1.012.03

Worthington Enterprises amended and restated its five-year, $500 million revolving credit facility on August 31, 2026, extending the final maturity from September 27, 2028 to August 31, 2031. The company had no borrowings and no letters of credit outstanding under the new agreement at the effective date, and the filing does not describe any change to commitment size, which remains $500 million.

  • Aggregate commitments remain $500 million; maturity extended to August 31, 2031
  • Company may request up to $300 million in incremental commitments or term loans, subject to lender consent
  • No borrowings or letters of credit outstanding as of August 31, 2026
  • Financial covenants: interest coverage at least 3.25 to 1.00; debt-to-capital no greater than 55%
Read the filing on SEC.gov ↗
BKEBUCKLE INC Aug 31, 3:50 PM ET

Buckle director Angie J. Klein resigns from board, effective August 30, 2026

Neutral leadership Written later 5.02

Buckle, Inc. announced that director Angie J. Klein resigned from its Board of Directors, effective August 30, 2026, citing obligations tied to a new professional role. The filing states the resignation was not based on any disagreement with the company over its operations, policies, or practices. Klein had served on the board since December 2019.

  • Angie J. Klein tendered her resignation on August 25, 2026, effective August 30, 2026.
  • The filing states the resignation is due to obligations related to her new professional role, not a disagreement with the company.
  • Klein had served on the Board of Directors since December 2019.
  • The announcement was made in a press release dated August 28, 2026, furnished as Exhibit 99.1.
Read the filing on SEC.gov ↗

Albany International CFO Willard Station starts medical leave; controller named acting CFO

Neutral leadership Written later 5.027.01

Albany International's Chief Financial Officer, Willard Station, began a medical leave of absence effective August 31, 2026, with no end date set. The board named Controller and Chief Accounting Officer Sean Valashinas acting principal financial officer in addition to his current role, and the filing states there are no changes to his compensation.

  • Willard Station, CFO and principal financial officer, began medical leave effective August 31, 2026; duration not determined
  • Sean Valashinas, age 55, appointed acting principal financial officer effective August 31, 2026
  • Valashinas has been Controller and Chief Accounting Officer since June 9, 2025; no compensation changes disclosed
  • Company issued a press release on August 31, 2026 announcing the leave and appointment (Exhibit 99.1)
Read the filing on SEC.gov ↗

Choice Hotels names interim CEO Dominic Dragisich as president and CEO, effective Aug. 31

Neutral leadership Written later 5.02

Choice Hotels appointed Dominic Dragisich, its interim CEO since May 20, 2026, as president and CEO and as a director, effective August 31, 2026. Former President and CEO Patrick Pacious resigned from the board on the same date, ending his transitional advisory role. The filing sets out a $1,000,000 base salary and enhanced severance terms for Dragisich, which shareholders may track in future proxy disclosures.

  • Dragisich, age 44, was previously Chief Financial Officer from March 2017 to September 2023 and has been interim CEO since May 20, 2026.
  • Base salary of $1,000,000, short-term incentive target of 150% of base salary, and a minimum 2027 long-term incentive award value of at least $4,000,000.
  • One-time restricted stock unit award with a grant date value of $1,000,000, cliff vesting on the third anniversary of the grant date.
  • Severance agreement amended: lump sum severance of 200% of base salary and bonus, rising to 250% on a Change in Control Termination.
Read the filing on SEC.gov ↗
COHRCOHERENT CORP. Aug 31, 8:00 AM ET

Coherent grants $100 million in special performance stock units to five executives

Neutral leadership Written later 5.028.01

Coherent's Compensation Committee approved special performance stock units (PSUs) on August 27, 2026, for five senior leaders, including CEO James R. Anderson with a $50 million target value. The awards are not part of the regular pay program, and they vest only if stock price hurdles from $454.43 to $757.77 are met alongside relative total shareholder return above the 50th percentile, with a four-year performance period and a one-year holding period after that.

  • Total target value of about $100 million: Anderson $50 million, CFO Sherri Luther $15 million, Julie Eng $15 million, Rob Beard $15 million, Jeffrey Place $5 million
  • Four stock price hurdles range from $454.43 (10% of target earned) to $757.77 (200% earned), measured over 60 consecutive calendar days
  • Awards may vest only after the four-year Performance Period ends, and vested shares cannot be traded for five years from the grant date
  • Forfeiture applies to unearned PSUs on voluntary resignation, termination for cause, or termination without cause before milestones are met, including death or disability
Read the filing on SEC.gov ↗
FCFSFirstCash Holdings, Inc. Aug 31, 7:30 AM ET

FirstCash Upsizes Unsecured Credit Facility to $1.055 Billion, Extends Maturity to 2031

Neutral financing Written later 1.012.037.01

On August 27, 2026, FirstCash signed the Tenth Amendment to its U.S. revolving unsecured credit facility with Wells Fargo Bank, National Association, as administrative agent. The amendment raises the total lender commitment from $700 million to $1.055 billion, extends the maturity from August 8, 2029 to August 27, 2031, and raises the permitted consolidated net leverage ratio to 3.5 times EBITDA for the full term. The company said the larger facility is intended to help fund the pending Ramsdens acquisition in the U.K. and other acquisitions.

  • Total lender commitment increased from $700 million to $1.055 billion.
  • Maturity extended from August 8, 2029 to August 27, 2031.
  • Borrowings allowed in U.S. dollars and pounds sterling, priced at SONIA or SOFR plus a 2.50% margin.
  • Permitted consolidated net leverage ratio increased to 3.5 times EBITDA; the Ramsdens acquisition is pending final regulatory approval.
Read the filing on SEC.gov ↗

SAIC raises fiscal 2027 guidance as Q2 revenue rises 6% but net income falls 20%

Mixed earnings Written later 2.02

SAIC reported second-quarter fiscal 2027 revenue of $1.88 billion, up about 6%, but net income fell 20% to $102 million and diluted EPS fell 12% to $2.38. The company raised its fiscal 2027 guidance for revenue, adjusted EBITDA, adjusted EBITDA margin and adjusted diluted EPS, while reiterating its free cash flow guidance.

  • Q2 revenue $1.88 billion, up 6%; organic growth 5.3%
  • Net income $102 million, down 20%; diluted EPS $2.38 vs. $2.71; adjusted diluted EPS $3.01 vs. $3.63
  • Fiscal 2027 adjusted diluted EPS guidance raised to $10.65-$10.75 from $9.90-$10.10; revenue guidance raised to $7.2 billion-$7.3 billion
  • Estimated backlog $22.1 billion at quarter end; quarterly dividend of $0.37 per share payable October 23, 2026
Read the filing on SEC.gov ↗
AONAon plc Aug 31, 6:37 AM ET

Aon agrees to acquire USI for $17.0 billion in cash, subject to regulatory approval

Neutral m&a Written later 1.017.01

Aon plc signed a merger agreement on August 30, 2026, to acquire USI Advantage Corp. for $17 billion in cash, or $16.7 billion net of about $278 million in certain tax attributes. Aon expects to fund the deal with new debt, and it does not expect to repurchase shares in the near term while it prioritizes debt repayment. Closing is expected in the fourth quarter of 2026, subject to regulatory approvals.

  • Purchase price of $17.0 billion in cash, or $16.7 billion net; about 14.5x synergized trailing twelve-month adjusted EBITDA on a net basis
  • Expected $395 million in annual run-rate net adjusted EBITDA impact from revenue and cost synergies; expected to be accretive to adjusted EPS in 2028
  • Expected closing in the fourth quarter of 2026; either party may terminate if closing has not occurred by June 1, 2027, subject to extensions
  • Funding through new debt; Aon expects to maintain its Baa2 rating with Moody's and A- rating with S&P
Read the filing on SEC.gov ↗
GMEGameStop Corp. Aug 31, 6:23 AM ET

GameStop amends $1.4 billion note exchange; $358.4 million to be paid in cash

Mixed financing Written later 1.012.023.027.01

GameStop amended its exchange agreements for about $1.4 billion of 0.00% convertible notes due 2030 and 2032, ending the remaining averaging period and settling the balance in cash. Existing noteholders will receive about 55.5 million shares and $358.4 million in cash, with closing expected on or about September 3, 2026. The company also gave preliminary second-quarter results showing net sales down from the prior year while operating income and net income are expected to rise.

  • Noteholders receive about 55.5 million shares (about 73%) and $358.4 million in cash (about 27%); the company says the share count is now fixed
  • Preliminary Q2 net sales of $780 million to $800 million, versus $972.2 million a year earlier
  • Preliminary Q2 operating income of $150 million to $170 million versus $66.4 million; net income of $290 million to $310 million versus $168.6 million
  • About $2.8 billion of notes remain outstanding after the exchange; complete Q2 results are due September 8, 2026
Read the filing on SEC.gov ↗
BMRNBIOMARIN PHARMACEUTICAL INC Aug 31, 6:01 AM ET

BioMarin signs binding term sheet with Ascendis, ending patent disputes for royalties

Neutral legal/regulatory Written later 1.017.01

BioMarin entered a binding term sheet with Ascendis Pharma on August 30, 2026, to settle all pending proceedings over its patent rights covering the C-type natriuretic peptide TransCon CNP (navepegritide, Yuviwel). Ascendis will pay BioMarin royalties on Licensed Product sales, and the parties will dismiss all related litigation with prejudice, including the ITC Section 337 investigation. The filing gives no financial value for the settlement or the royalties beyond the rates, so the effect on BioMarin's results cannot be measured from this filing.

  • Royalty of 20% of annual net sales in the United States and 18% in the European Union, Brazil and South Korea, running until May 2030
  • BioMarin grants Ascendis a non-exclusive, worldwide, royalty-bearing license to its patents for all current and potential indications, including achondroplasia and hypochondroplasia
  • Term sheet is binding as of August 30, 2026; parties must sign the full Agreement by September 24, 2026, or the term sheet terms continue to bind
Read the filing on SEC.gov ↗
DECKDECKERS OUTDOOR CORP Aug 28, 5:47 PM ET

Deckers amends credit facility, raises revolver to $500 million, extends it to 2031

Neutral financing Written later 1.012.03

Deckers Outdoor entered into a First Amendment to its credit agreement with Citibank, N.A. as administrative agent, effective August 27, 2026. The amendment increases unsecured revolving commitments to $500 million, extends the maturity to August 27, 2031, and lowers the commitment fee on unused amounts. The filing says proceeds will be used for working capital and general corporate purposes.

  • Unsecured revolving commitments increased to $500 million
  • Maturity extended to August 27, 2031, subject to lender extension conditions
  • Commitment fee on unused amounts now 0.10% to 0.175% per annum, based on total net leverage ratio
  • Benelux subsidiary Deckers Benelux B.V. released as a borrower
Read the filing on SEC.gov ↗
BABOEING CO Aug 28, 4:43 PM ET

Boeing signs $3.0 billion 364-day credit deal, extends two five-year facilities

Neutral financing Written later 1.012.03

On August 24, 2026, Boeing entered a $3.0 billion 364-day revolving credit agreement with Citibank and JPMorgan, replacing a facility that was due to terminate that day. The company also amended its 2024 and 2023 five-year credit agreements to extend their terms and add a minimum liquidity covenant of $5.0 billion. The filing describes committed borrowing capacity and does not state any amounts drawn.

  • The new $3.0 billion 364-day facility is scheduled to terminate on August 23, 2027, with fees of 0.125% to 0.300% per annum on commitments depending on Boeing's credit rating.
  • The 2024 Five-Year Credit Agreement ($4.0 billion in commitments) now terminates May 15, 2030; the 2023 Five-Year Credit Agreement ($3.0 billion) now terminates August 24, 2029.
  • The agreements add or keep covenants including minimum liquidity of at least $5.0 billion and consolidated debt not exceeding 60% of total capital.
Read the filing on SEC.gov ↗
MKCMCCORMICK & CO INC Aug 28, 4:16 PM ET

McCormick director Anne Bramnan to resign from board, effective November 30, 2026

Neutral leadership Written later 5.02

McCormick director Anne Bramnan, who chairs the Audit Committee, told the Board on August 25, 2026 that she intends to resign. She is leaving to take a new role as Executive Vice President and Chief Financial Officer of Best Buy, and the company says the resignation is not due to any disagreement over its operations, policies, or practices.

  • Bramnan steps down as Audit Committee chair effective September 1, 2026; Valarie Sheppard takes over as chair that day.
  • Bramnan remains a Board and Audit Committee member until her resignation takes effect November 30, 2026.
  • Her reason for leaving is her new role as Executive Vice President and Chief Financial Officer of Best Buy Co., Inc.
  • The filing states the resignation is not due to any disagreement with the company.
Read the filing on SEC.gov ↗
KRMNKarman Holdings Inc. Aug 28, 4:15 PM ET

Karman Holdings completes $95 million Walker Precision Engineering acquisition, adds $100 million loan

Neutral m&a Written later 1.012.037.018.01

Karman Holdings completed its previously announced acquisition of Walker Precision Engineering for approximately $95 million, or £70 million, in cash, subject to customary adjustments. To help fund the deal, the company increased its term loans by $100 million under a Sixth Amendment to its Credit Agreement, bringing total original term loan principal to $863,961,000. The filing gives no financial results for Walker or for Karman, so its effect on earnings cannot be assessed from this document.

  • Acquisition of Walker closed August 28, 2026, through a wholly owned subsidiary for about $95 million (£70 million) in cash
  • Sixth Amendment to the Credit Agreement, dated August 26, 2026, increased term loans by $100,000,000 to a total original principal of $863,961,000
  • Walker supplies missile seekers, guidance systems and control systems on more than 25 EU tactical missile, air and defense programs
  • Karman has 17 locations across eight U.S. states; the deal adds a European footprint
Read the filing on SEC.gov ↗

Choice Hotels signs $500 million unsecured term loan maturing August 28, 2029

Neutral financing Written later 1.012.03

Choice Hotels International entered a $500 million unsecured term loan under a credit agreement with Wells Fargo Bank as administrative agent, dated August 28, 2026. The company says proceeds are expected for general corporate purposes, including working capital and debt repayment. The loan adds $500 million of direct debt and comes with covenants limiting dividends and stock repurchases, which may affect shareholder payouts.

  • $500 million unsecured term loan with scheduled maturity on August 28, 2029, plus an optional one-year extension subject to lender consent
  • Interest at SOFR (0.00% floor) plus 1.25%, or a base rate plus 0.25%, at the company's election
  • Financial covenants require a fixed charge coverage ratio of at least 2.5 to 1.0 and a leverage ratio of not more than 4.5 to 1.0, with the fixed charge coverage requirement waived while the company holds an Investment Grade Rating
  • Agreement restricts dividends and stock repurchases, and the filing lists Wells Fargo Bank, National Association as administrative agent
Read the filing on SEC.gov ↗
EWEdwards Lifesciences Corp Aug 28, 4:15 PM ET

Edwards Lifesciences: Strategy VP Donald Bobo to retire by mid-2027

Neutral leadership Written later 5.02

Edwards Lifesciences said Donald E. Bobo, Jr., its Corporate Vice President, Strategy and Corporate Development, will retire by mid-year 2027. The company will begin searching for a successor, with the transition expected during 2027. Mr. Bobo is expected to stay on as a consultant through the end of 2027.

  • Donald E. Bobo, Jr., Corporate Vice President, Strategy and Corporate Development, will retire by mid-year 2027
  • A selection process for a successor begins promptly; the transition of duties is expected during 2027
  • Mr. Bobo is expected to remain as a consultant through the end of 2027
Read the filing on SEC.gov ↗
PINSPINTEREST, INC. Aug 28, 4:15 PM ET

Pinterest CFO Julia Brau Donnelly to leave; Vikram Naidu named interim PFO

Neutral leadership Written later 5.02

Pinterest's Chief Financial Officer, Julia Brau Donnelly, resigned to pursue another opportunity and will stay until October 30, 2026. The company named Vikram Naidu, its current Vice President, Finance and Business Operations, as interim Principal Financial Officer effective the same day, and has started an external search for a permanent successor.

  • Donnelly submitted her resignation on August 26, 2026; the company says it is not the result of any disagreement on operations, policies or accounting.
  • Donnelly remains with Pinterest until October 30, 2026 to support an orderly transition.
  • Vikram Naidu, age 40, becomes interim Principal Financial Officer effective October 30, 2026, in addition to his current role; he has been Vice President, Finance and Business Operations since March 2024.
  • Pinterest has commenced an external search to identify a successor to Donnelly.
Read the filing on SEC.gov ↗
LNNLINDSAY CORP Aug 28, 4:10 PM ET

Lindsay names Alicia Pfeifer and Brett Coburn interim co-CFOs effective September 1, 2026

Neutral leadership Written later 5.02

Lindsay Corporation's board appointed Alicia Pfeifer and Brett Coburn as interim co-Chief Financial Officers, effective September 1, 2026, with Coburn also serving as interim principal financial officer for SEC reporting. The filing describes a change in the company's finance leadership, and a $10,000 monthly stipend for each co-CFO while they hold the added responsibilities.

  • Alicia Pfeifer, 41, Vice President, Business Finance, and Brett Coburn, 35, Vice President and Chief Accounting Officer, named interim co-CFOs effective September 1, 2026
  • Coburn also serves as interim principal financial officer for SEC reporting purposes
  • Each receives an incremental $10,000 per month stipend while holding the co-CFO responsibilities
  • Pfeifer has been with the company since October 2014; Coburn since April 2019
Read the filing on SEC.gov ↗
BTUPEABODY ENERGY CORP Aug 28, 4:08 PM ET

Peabody Energy's COO Darren Yeates to shift to consulting role from February 2027

Neutral leadership Written later 5.02

Peabody Energy said its Executive Vice President and Chief Operating Officer, Darren R. Yeates, will move to a consulting agreement starting February 1, 2027, when his current employment contract expires, running through January 31, 2028. The move is part of the company's ongoing succession planning, and the filing sets out a fixed consulting fee that the company can end at any time.

  • Consulting agreement signed August 27, 2026; services begin February 1, 2027 and run through January 31, 2028
  • Minimum monthly consulting fee of $89,773, with up to 40 hours of services per month
  • Additional fee of $2,244 per hour for work beyond 40 hours in a month
Read the filing on SEC.gov ↗
POOLPOOL CORP Aug 28, 4:07 PM ET

Pool Corp amends receivables facility, extends term to August 2028, limit up to $400 million

Neutral financing Written later 1.012.03

Pool Corporation subsidiaries signed Amendment No. 14 to their receivables securitization facility on August 25, 2026, extending the facility termination date to August 25, 2028. The maximum limit is $400 million from March through September and $300 million in the remaining months, with borrowings priced at one-month Term SOFR plus 0.75% or 0.85%, depending on tranche.

  • Termination date extended to August 25, 2028, with the agreement effective August 25, 2026
  • Maximum facility limit of $400 million (March through September): $300 million committed and $100 million uncommitted
  • Maximum limit of $300 million ($200 million committed and $100 million uncommitted) in the other months of the year
  • Interest at one-month Term SOFR plus 0.75% (committed) or 0.85% (uncommitted); Wells Fargo Bank, National Association is administrative agent
Read the filing on SEC.gov ↗
PTCTPTC THERAPEUTICS, INC. Aug 28, 4:06 PM ET

PTC Therapeutics agrees to buy Sangamo's ST-920 Fabry gene therapy for $111 million upfront

Neutral m&a Written later 1.01

PTC Therapeutics entered an asset purchase agreement on August 25, 2026 to acquire ST-920, an AAV gene therapy candidate for Fabry disease, from bankrupt Sangamo Therapeutics. The deal carries a $111 million upfront payment plus up to $100 million in contingent milestones tied to FDA approval, and closing requires Bankruptcy Court approval, which is scheduled for a hearing on September 10, 2026.

  • Upfront payment of $111 million, plus up to $100 million in contingent milestones ($80 million on accelerated approval and $20 million on full approval)
  • Acquisition is subject to Bankruptcy Court approval (hearing scheduled September 10, 2026) and Hart-Scott-Rodino waiting period expiration
  • Either party may terminate if closing has not occurred by October 15, 2026, subject to specified exceptions
  • Representations and warranties do not survive closing and there is no indemnification for breaches
Read the filing on SEC.gov ↗
MCKMCKESSON CORP Aug 28, 4:05 PM ET

McKesson discloses cybersecurity incident found August 25, 2026; impact not yet determined

Negative other Written later 7.01

McKesson disclosed that it discovered a cybersecurity incident affecting its information systems on August 25, 2026, and that its investigation is in early stages. The company said it has not determined the incident is material or that it has had, or is reasonably likely to have, a material impact on its financial condition or results of operations.

  • Incident discovered August 25, 2026; investigation described as in early stages
  • McKesson has not determined the incident is material as of the filing date
  • Updates are posted at www.mckesson.com/cybersecurity
  • Filing dated August 28, 2026, signed by Chief Legal Officer Michele Lau
Read the filing on SEC.gov ↗
UNFUNIFIRST CORP Aug 28, 8:30 AM ET

UniFirst COO Kelly Rooney to resign; operations overseen on interim basis

Neutral leadership Written later 5.02

UniFirst said Executive Vice President and Chief Operating Officer Kelly Rooney has resigned to pursue other career opportunities, with her final day expected in mid to late September 2026. The filing says her departure is not the result of any disagreement with the company, and she will receive no severance-related payments because the departure is voluntary.

  • Kelly Rooney notified UniFirst on August 24, 2026 of her resignation as EVP and Chief Operating Officer
  • Final day of employment expected mid to late September 2026
  • No severance-related payments or benefits, as the resignation is voluntary
  • Steve Chikerotis and Brian Vollant, both Senior Vice Presidents, Operations, will oversee operations on an interim basis, reporting to CEO Steven Sintros
Read the filing on SEC.gov ↗
MOALTRIA GROUP, INC. Aug 28, 7:11 AM ET

Altria Adds Steven W. Presley to Board of Directors, Expanding It to 11 Members

Neutral leadership Written later 5.027.01

Altria's Board increased its size from 10 to 11 directors and elected Steven W. Presley, effective August 27, 2026. Presley was also named to the Board's Compensation and Talent Development, Innovation and Finance Committees, and the Board determined he is independent.

  • Steven W. Presley elected to the Board effective August 27, 2026; Board expanded from 10 to 11 directors
  • Presley joins the Compensation and Talent Development, Innovation and Finance Committees
  • Presley is CEO of Refresco Benelux B.V. and previously held senior roles at Nestlé S.A., including CEO of Zone Americas
Read the filing on SEC.gov ↗
DGDOLLAR GENERAL CORP Aug 28, 6:58 AM ET

Dollar General GC Rhonda Taylor to retire; Kelly Collier to succeed her December 7

Neutral leadership Written later 5.027.01

Dollar General said its executive vice president and general counsel, Rhonda Taylor, intends to retire, with her move to a senior advisory role effective December 7, 2026. Kelly Collier, currently senior vice president and assistant general counsel for business law, will be promoted to executive vice president and general counsel on that date, giving shareholders a named successor and a planned handover rather than an abrupt change.

  • Rhonda Taylor advised the company of her retirement intention on August 25, 2026.
  • Taylor remains general counsel through December 6, 2026, then serves in a senior advisory role through at least April 2, 2027.
  • Kelly Collier, who joined Dollar General in 2009, becomes executive vice president and general counsel effective December 7, 2026.
  • Taylor joined the company in 2000 and became general counsel in 2015.
Read the filing on SEC.gov ↗
ESIElement Solutions Inc Aug 27, 9:20 PM ET

Element Solutions Ends Solstice Merger Agreement by Mutual Termination

Neutral m&a Written later 1.011.028.01

Element Solutions and Solstice Advanced Materials agreed on August 27, 2026 to terminate the merger agreement they signed on July 6, 2026. Under the termination agreement, neither company owes the other a payment, and the parties mutually release each other from related liability claims, subject to customary exceptions. The company said both boards concluded the two companies would serve shareholders better as standalone companies.

  • Merger agreement with Solstice Advanced Materials Inc. dated July 6, 2026, now terminated
  • Termination Agreement signed August 27, 2026 by Element Solutions, Solstice and the two Merger Subs
  • Neither party will make termination payments to the other; mutual release of liability claims, subject to customary exceptions
  • CEO Benjamin Gliklich said the company's momentum continues in line with its guidance
Read the filing on SEC.gov ↗
LMTLOCKHEED MARTIN CORP Aug 27, 7:31 PM ET

Lockheed Martin signs $2.25 billion 364-day credit facility and extends $3.0 billion revolver

Neutral financing Written later 1.01

Lockheed Martin entered a new $2.25 billion 364-day unsecured revolving credit facility on August 24, 2026, replacing a prior 364-day facility dated December 5, 2025, with no borrowings made at closing. It also extended its existing $3.0 billion 5-year revolving credit agreement by one year, to August 24, 2031. The filing describes committed backup liquidity rather than new debt drawn, and it does not state any change to the company's financial results.

  • New 364-day revolving credit facility of $2.25 billion, dated August 24, 2026; no borrowings made at closing
  • Facility matures August 23, 2027, with an option to convert outstanding borrowings into a one-year term loan for a fee of 0.50%
  • 5-year $3.0 billion revolving credit agreement extended from August 24, 2030 to August 24, 2031
  • Term SOFR margin ranges from 0.585% to 1.085%, based on senior unsecured credit ratings
Read the filing on SEC.gov ↗
JBGSJBG SMITH Properties Aug 27, 6:48 PM ET

JBG SMITH enters $690 million revolving credit deal maturing in 2030

Neutral financing Written later 1.012.03

JBG SMITH Properties LP entered into a Second Amended and Restated Credit Agreement with Bank of America on August 27, 2026, providing a $690.0 million senior unsecured revolver maturing August 27, 2030, with $230.0 million drawn as of that date. The company also amended two Wells Fargo term loans and its $120.0 million 2023 Term Loan to align covenants with the new revolver, extending part of a $400.0 million term loan to August 25, 2028.

  • $690.0 million revolving facility replaces the $750.0 million Existing Credit Agreement, which was due June 29, 2027; $230.0 million was drawn as of August 27, 2026
  • Revolver matures August 27, 2030, with two six-month extension options at a 0.075% fee each
  • $228.9 million of the $400.0 million Tranche A-2 term loan was extended to August 25, 2028; $171.1 million remains due January 13, 2028, and the term loan was increased by $15.0 million
  • Financial covenants include total indebtedness to property valuation of not more than 60% and EBITDA to fixed charges of at least 1.50 to 1.00
Read the filing on SEC.gov ↗
LRCXLAM RESEARCH CORP Aug 27, 5:20 PM ET

Lam Research: Two directors, Sohail Ahmed and Michael Cannon, to retire November 2, 2026

Neutral leadership Written later 5.02

Lam Research directors Sohail U. Ahmed and Michael R. Cannon notified the Board on August 24, 2026 that they will retire, effective November 2, 2026. The Board will shrink from 12 to 10 members once they leave, and the filing contains no replacement appointments.

  • Directors Sohail U. Ahmed and Michael R. Cannon will retire from the Board effective November 2, 2026.
  • Board size will be reduced from 12 to 10 directors upon their retirement.
  • Ahmed served about seven years; Cannon served about 16 years, including seven years as chair of the nominating and governance committee.
Read the filing on SEC.gov ↗

Solstice ends Element Solutions merger deal, authorizes $500 million share buyback

Neutral m&a Written later 1.011.027.018.01

Solstice Advanced Materials and Element Solutions mutually terminated their July 6, 2026 merger agreement on August 27, 2026, and neither party owes the other a payment. Solstice's board also approved a share repurchase program of up to $500 million, and the company reaffirmed its 2026 guidance.

  • Merger Agreement signed July 6, 2026 was terminated by mutual agreement; no termination fees are payable by either party.
  • Board authorized repurchases of up to $500 million of common stock, to be funded with cash on hand and cash from operations.
  • Goldman Sachs commitment letter and the Sir Martin E. Franklin voting and support agreement terminated automatically.
  • Full-year 2026 guidance affirmed: net sales of $4.125 billion to $4.185 billion and adjusted EBITDA of $1.035 billion to $1.055 billion.
Read the filing on SEC.gov ↗

Concentra Group buys back 1 million shares from chairman Ortenzio for $34.65 million

Neutral shareholder Written later 1.01

Concentra Group Holdings Parent agreed on August 21, 2026 to buy 1,000,000 shares of its common stock from chairman Robert A. Ortenzio and related entities in a privately negotiated deal, closing August 24, 2026. The purchase, funded with cash on hand and approved by the independent Audit and Compliance Committee, represents about 0.784% of shares outstanding and reduces the share count shareholders own a stake in.

  • 1,000,000 shares purchased at $34.65 per share, for a total of $34.65 million
  • Price is a 1% discount to the August 21, 2026 closing price
  • Transaction closed August 24, 2026; funded through cash on hand
  • Stockholders said the sale is to diversify their investment portfolios for financial planning purposes
Read the filing on SEC.gov ↗
JBLUJETBLUE AIRWAYS CORP Aug 27, 4:46 PM ET

JetBlue: Two Icahn-linked directors, Jesse Lynn and Steven Miller, resign from board

Neutral leadership Written later 5.02

JetBlue disclosed that directors Jesse Lynn and Steven D. Miller resigned from its board, effective August 24, 2026, after the Icahn Group's ownership fell below the level that entitled it to two board seats under a 2024 agreement. The filing says the resignations were not due to any disagreement with the company's operations, policies or practices.

  • Resignations effective August 24, 2026, following notice from the Icahn Group on August 21, 2026
  • Jesse Lynn also left the audit, governance and nominating, and finance committees
  • Steven D. Miller also left the audit and finance committees
  • Resignations were tied to the Director Appointment and Nomination Agreement dated February 16, 2024
Read the filing on SEC.gov ↗
GAPGAP INC Aug 27, 4:22 PM ET

Gap Inc. Q2 sales fall 2% to $3.7 billion; GAAP EPS rises to $1.38 on tariff recovery

Mixed earnings Written later 2.025.027.01

Gap reported second-quarter fiscal 2026 net sales of $3.7 billion, down 2% from a year earlier, while GAAP diluted earnings per share rose to $1.38 from $0.57, helped by a $417 million tariff recovery adjustment. The company raised its adjusted full-year EPS outlook to $2.35 to $2.45 but narrowed its net sales growth outlook to up 1% to 1.5%, and said Old Navy CEO Horacio Barbeito will step down effective November 2, 2026, with Michael Francis succeeding him.

  • Net sales were $3.7 billion, down 2%; comparable sales fell 1%, with Old Navy down 4% and Gap up 10%.
  • GAAP diluted EPS was $1.38 versus $0.57 a year earlier; adjusted diluted EPS, excluding the net tariff recovery, was $0.52.
  • Fiscal 2026 adjusted diluted EPS outlook raised to $2.35 to $2.45 from $2.30 to $2.40; net sales outlook is up 1% to 1.5%, down from up 1% to 2%.
  • Horacio Barbeito steps down as Old Navy President and CEO effective November 2, 2026; Michael Francis, Chief Customer Officer, takes over that day.
Read the filing on SEC.gov ↗
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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.