2,914 material Form 8-K filings that 2,352 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).
Tango Therapeutics filed a new prospectus supplement for up to $400 million of common stock sales through its existing at-the-market program with Leerink Partners, and ended the prior $100 million program. The filing carries $35.6 million of unsold shares forward into the new supplement, so the company can issue more shares, which would dilute existing holders.
New prospectus supplement filed August 11, 2026 covers up to $400,000,000 of common stock sales through Leerink Partners LLC.
About $64.4 million had been sold under the prior $100,000,000 program, leaving about $35.6 million unsold, which was carried into the new supplement.
The prior offering has been terminated; shares will be sold under the Registration Statement, which became automatically effective upon filing.
Goodwin Procter LLP issued a legal opinion on the new shares (Exhibit 5.1).
Macerich's operating partnership completed the sale of $775 million of 2.25% exchangeable senior notes due August 15, 2031, including the full exercise of a $100 million option for additional notes. The notes are exchangeable into Macerich common stock at an initial price of about $28.19 per share, and the filing says the company disclosed net proceeds and capped call plans in earlier press releases.
Aggregate principal of $775 million, including the $100 million option exercised in full
Interest at 2.25% per year, payable February 15 and August 15, beginning February 15, 2027
Initial exchange price of about $28.19 per share, a premium of about 20% over the $23.49 closing price on August 6, 2026
Earlier release estimated net proceeds of about $659.1 million before the option, with about $39.2 million used for capped call transactions
On August 10, 2026, O'Reilly Automotive entered into an underwriting agreement to issue $1.6 billion of senior notes in three tranches due 2029, 2031 and 2037. The company estimates net proceeds of about $1.59 billion, which it intends to use mainly to repay part of its commercial paper program, with any remainder for general corporate purposes. The filing adds new long-term debt for shareholders to track, but it does not report operating results.
$700 million of 4.800% senior notes due 2029, $500 million of 5.050% notes due 2031 and $400 million of 5.550% notes due 2037
Estimated net proceeds of approximately $1.59 billion after underwriting discounts and offering expenses
Proceeds intended first to repay part of commercial paper outstanding, with any remainder for general corporate purposes
Underwriting agreement dated August 10, 2026 with J.P. Morgan Securities LLC, Truist Securities, Inc. and Wells Fargo Securities, LLC as representatives
Femasys Inc. closed a private placement on August 10, 2026, expected to bring in approximately $30.0 million in gross proceeds before offering expenses. The deal included common stock priced at $3.20 per share, plus warrants that could dilute existing holders, and gave the lead investor Nantahala Capital Management rights to appoint up to two board designees.
Purchase agreement dated August 7, 2026; closing occurred August 10, 2026, with expected gross proceeds of approximately $30.0 million
Common stock sold at $3.20 per share; 5,013,559 common shares and 4,361,440 pre-funded warrants issued, plus 18,749,998 accompanying warrants
Warrants exercisable at $2.95 per share; Milestone Warrants require U.S. revenue of at least $1,500,000 in a fiscal quarter and a stock price condition
Five company insiders, including the CEO and CFO, bought securities for an aggregate of approximately $134,000; resale registration statement due within 30 days of closing
On August 11, 2026, NuScale Power entered into a sales agreement with six sales agents for an at-the-market offering of up to $750 million of its Class A common stock. The company sets the timing, number of shares and minimum price for each sale, and pays commissions of up to 2% of gross proceeds. Any shares sold under the program would increase the number of shares outstanding, and the filing does not say how much has been or will be sold.
Aggregate offering price of up to $750 million of Class A common stock under the sales agreement dated August 11, 2026
Sales agents are UBS Securities, B. Riley Securities, Canaccord Genuity, Craig-Hallum Capital Group, Texas Capital Securities and Tuohy Brothers Investment Research
Commission of up to 2% of gross sales proceeds; shares are issued under a Form S-3ASR registration statement filed August 11, 2025
Arbor Realty Trust's consolidated subsidiary issued $730.1 million of investment grade-rated notes in a private placement, backed by about $825 million of real estate related assets, mainly first-lien mortgage bridge loans. Arbor said it expects to account for the financing on its balance sheet and will use the proceeds to repay borrowings under its current credit facilities, pay transaction expenses and fund future loans and investments.
Offered investment grade-rated notes totaled $730,125,000, with $94,875,000 of below investment grade-rated notes also issued; consolidated Arbor subsidiaries bought $94,875,000 of the below investment grade notes and $17,532,000 of the inv
Collateral has a face value of approximately $825 million, and about $56.7 million is available to buy additional collateral interests within up to 180 days of the August 11, 2026 closing date.
Offered notes carry an initial weighted average interest rate of approximately 1.76% plus Term SOFR, with a stated maturity in April 2044 and a reinvestment period of about two years and six months.
Arbor retained subordinate interests in the issuing vehicle of approximately $112.4 million, according to the accompanying press release.
General Motors entered a Master IPU Agreement on August 7, 2026, under which it will issue irrevocable payment undertakings to Procura Auto Parts, which funds suppliers that hold critical inventory for GM until it is needed. The program has a maximum outstanding face amount of $4.5 billion and a twelve-month issuance period, and GM will record the IPUs as unsecured debt, which adds to its reported obligations.
Maximum aggregate outstanding face amount of IPUs is $4.5 billion, with a twelve-month availability period starting August 7, 2026.
Interest accrues at SOFR plus 1.55% per annum, plus a ticking fee of 0.25% per annum on the unused portion of the limit.
Payments are due after inventory is consumed and no later than August 6, 2029; outstanding IPUs may be accelerated after an event of default.
GM will record each IPU as unsecured debt and exclude payments under the program from Adjusted Automotive Free Cash Flow until the inventory is purchased.
Ferguson Enterprises entered into a $700 million bridge credit facility and a $900 million term loan facility, both with JPMorgan Chase Bank as administrative agent, to help fund its acquisition of FWI Holdings, Inc. (FloWorks). The bridge loan is available only if the company lacks other bank or capital markets financing sufficient to fund the deal, and both facilities depend on the acquisition closing.
Bridge credit facility of up to $700 million, unsecured, maturing 364 days after funding
Term loan facility of up to $900 million, unsecured, maturing three years after funding
Both facilities require a maximum net leverage ratio of 3.50 to 1.00, stepping up to 4.00 to 1.00 after certain material acquisitions
Griffon Corporation agreed on August 10, 2026 to sell $800 million of 6.25% senior notes due 2034 to initial purchasers led by BofA Securities. The company said it intends to use the net proceeds to redeem all of its outstanding 5.750% senior notes due 2028, plus pay related fees, premiums and accrued interest. The filing does not state the effect on interest expense or leverage.
Principal amount: $800 million of 6.250% senior notes due 2034, guaranteed by subsidiaries
Purpose: redeem all outstanding 5.750% senior notes due 2028 and pay related fees and expenses
Agreement dated August 10, 2026; press release on pricing issued the same day
Notes sold without SEC registration, under exemptions from the Securities Act of 1933
Federal Realty OP LP, the operating partnership of Federal Realty Investment Trust, issued $460 million of 3.500% exchangeable senior notes due 2031 on August 11, 2026, including $60 million from the exercise of the initial purchasers' option. The notes are unsecured, are not guaranteed by the parent, and can be exchanged into cash and common shares at an initial rate of 7.2179 shares per $1,000 principal amount, about $138.54 per share, which could dilute existing shareholders if exchanged into shares.
Notes total $460 million, mature August 15, 2031, and pay 3.500% interest semiannually starting February 15, 2027
Initial exchange rate of 7.2179 common shares per $1,000 principal, equal to about $138.54 per share; filing cites a maximum of 3,901,260 shares issuable at a maximum exchange rate of 8.4810
Capped call transactions have a cap price of about $165.07, a 40% premium over the $117.91 NYSE close on August 6, 2026; part of the proceeds funded these transactions
Remaining net proceeds are intended for debt repayment and general corporate purposes; the parent must file a shelf registration on or before the 90th day after issuance
ARC Group Securities Acquisition I, a blank check company, completed its initial public offering of 10,500,000 units at $10.00 per unit on August 5, 2026, raising $105,000,000 in gross proceeds. The filing says the auditor has raised substantial doubt about the company's ability to continue as a going concern, and that the company has until August 5, 2027 to complete a business combination.
IPO of 10,500,000 units at $10.00 each, $105,000,000 gross proceeds, closed August 5, 2026
Private placement of 140,000 units to the Sponsor for $1,400,000
$106,400,000 placed in a U.S.-based trust account maintained by Efficiency, INC.
Auditor's report cites substantial doubt about going concern; deadline to complete a business combination is August 5, 2027
On August 7, 2026, Superior Group of Companies entered into an amended and restated credit agreement with PNC Bank, National Association, as administrative agent, providing a $125 million revolving credit facility and a $75 million term loan. The company used the proceeds in part to repay its prior PNC credit agreement in full, and the company's press release says the five-year facilities extend its debt maturity from August 2027 to August 2031. The facilities are secured by substantially all of the company's operating assets and include financial covenants, including a net leverage ratio not to exceed 4.0 to 1.0.
$125 million revolving credit facility and $75 million term loan, with up to an additional $75 million of incremental capacity available subject to lender commitments
Variable interest at SOFR plus a margin of 1.125% to 2.125%, depending on consolidated total net leverage ratio
Maturity extended from August 2027 to August 2031; prior PNC credit agreement repaid in full with no termination penalties
Covenants require a fixed charge coverage ratio of at least 1.25 to 1.0 and a net leverage ratio not to exceed 4.0 to 1.0
RYTHM, Inc. entered an amendment with RSLGH, LLC and Vision Management Services, LLC, both subsidiaries of Green Thumb Industries, which removes beneficial ownership limits on RSLGH's notes and warrants, effective October 10, 2026. The filing says RSLGH's beneficial ownership of RYTHM common stock rises from 49.99% to about 89.9%, so existing shareholders would hold a much smaller share of the company's votes and equity, and shareholders approved the related share issuance at an August 10, 2026 special meeting.
The amendment covers warrants for up to 9,731,638 shares and secured convertible notes with an aggregate original principal amount of $72.0 million held by RSLGH
RSLGH's beneficial ownership rises from 49.99% to about 89.9%; it held 698,961 of 2,179,128 shares outstanding as of August 10, 2026
Shareholders voted 1,118,058 for, 10,049 against and 747 abstaining on the share issuance proposal
The filing says the aggregate consideration for the securities was $109.5 million, funded by Green Thumb working capital, note interest and services fees
Cardinal Health signed a $4.0 billion unsecured revolving credit agreement running through August 7, 2031, and terminated its existing $2.0 billion five-year and $1.0 billion 364-day credit facilities plus a $1.0 billion receivables sale program. The new facility replaces those arrangements and is intended for general corporate purposes. The filing reports no termination penalties and a financial covenant requiring a Consolidated Net Leverage Ratio of no greater than 4.00 to 1.00.
New $4.0 billion revolving credit facility matures August 7, 2031, with an option to extend by up to two years subject to conditions
Terminated $2.0 billion five-year credit agreement dated February 27, 2023 and $1.0 billion 364-day credit agreement dated October 7, 2025
Terminated $1.0 billion receivables sale program; the filing states no penalties were incurred
Financial covenant requires Consolidated Net Leverage Ratio of no greater than 4.00 to 1.00 at each fiscal quarter end
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.