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).
Seadrill reported second quarter 2026 total operating revenues of $449 million, up from $358 million in the first quarter, and net income of $29 million, compared with a net loss of $42 million a year earlier. The company raised its full-year 2026 total operating revenues guidance to $1.50 to $1.55 billion and its Adjusted EBITDA guidance to $420 to $450 million, while its share repurchase program was extended through December 31, 2026.
Q2 2026 net income of $29 million ($0.47 diluted EPS) versus a net loss of $42 million in Q2 2025; Adjusted EBITDA was $144 million versus $97 million in Q1 2026.
Full-year 2026 total operating revenues guidance raised to $1.50 to $1.55 billion from $1.43 to $1.48 billion; Adjusted EBITDA guidance raised to $420 to $450 million from $370 to $420 million.
Approximately $200 million added to Contract Backlog after the May fleet status report; backlog was approximately $2.9 billion as of August 10, 2026.
Free Cash Flow was negative $43 million in Q2 2026, and net debt was $390 million at quarter-end.
Primo Brands agreed to repurchase 410,340 of its Class A shares from an affiliate of One Rock Capital Partners, closing concurrently with a secondary offering by that holder on August 7, 2026. The company sold no shares in the offering, and the selling stockholder received all proceeds of $487.4 million. The repurchased shares are no longer outstanding, so the transaction reduces the share count while the offering itself does not dilute shareholders.
Company agreed on August 5, 2026 to repurchase 410,340 Class A shares from a One Rock Capital Partners affiliate
Underwriting agreement dated August 6, 2026 covers a secondary offering of 20,000,000 Class A shares by the selling stockholder
Offering gross proceeds to the selling stockholder total $487.4 million; the company sold no shares in the offering
Both transactions closed on August 7, 2026; underwriter is Morgan Stanley & Co. LLC
OneMain Finance Corporation, a subsidiary of OneMain Holdings, agreed on August 6, 2026 to sell $600.0 million of 7.125% Senior Notes due 2034 in an underwritten public offering. The offering is expected to close on August 20, 2026, and proceeds are intended for general corporate purposes, which may include debt repurchases or repayments.
Principal amount: $600.0 million of 7.125% Senior Notes due 2034, issued by OneMain Finance Corporation
Underwriting agreement dated August 6, 2026, with Barclays Capital Inc. and BMO Capital Markets Corp. as representatives
Expected closing date: August 20, 2026, subject to customary closing conditions
Use of proceeds: general corporate purposes, which may include debt repurchases or repayments
On August 7, 2026, Kensington Capital Acquisition Corp. VI and Nth Cycle, Inc. announced the confidential submission of a draft Form S-4 to the SEC for their business combination, first agreed on July 21, 2026. The filing says the transaction is subject to SEC review, customary closing conditions, and approval by Kensington shareholders, and it implies a pro forma enterprise value of approximately $585 million, assuming no redemptions. Shareholder proceeds depend on redemptions, with up to $230 million from the Kensington trust and a PIPE of up to $100 million, of which $40 million has been committed.
Business Combination Agreement signed July 21, 2026; draft Form S-4 submitted confidentially on August 7, 2026.
Combined company would be named Nth Cycle Holdings, Inc., with common stock expected to list on the NYSE under the ticker NTH.
Implied pro forma enterprise value of approximately $585 million, assuming no redemptions by Kensington shareholders.
Up to $230 million from Kensington's trust, subject to redemptions, plus a PIPE of up to $100 million with $40 million committed to date.
Uranium Royalty Corp. increased its board from six to eight directors on August 7, 2026, and appointed Peter Martin Rozenauers and Kevin McQuilkin, effective immediately. Both were designated for nomination by the Orion Sellers under an Investors Rights Agreement dated July 27, 2026, and the Orion Sellers beneficially own more than 40% of the company's common stock.
Board increased from six to eight directors on August 7, 2026; Rozenauers and McQuilkin appointed effective immediately
Orion Sellers beneficially own more than 40% of outstanding common stock and hold nomination rights under the Investors Rights Agreement dated July 27, 2026
Rozenauers was Managing Partner and Portfolio Manager at Orion Resource Partners (Aus) Pty Limited from September 2013 to July 2026
McQuilkin was Head of Industrials Mergers and Acquisitions at Wells Fargo Securities from June 2011 to April 2021; the company says he is independent under Nasdaq rules
MGP Ingredients, Inc. signed Amendment No. 2 to its credit agreement with Wells Fargo Bank on August 6, 2026, and an Eighth Amendment to its PGIM note purchase agreement. The amendments let the company exclude up to $20,000,000 of losses on specific customer receivables from covenant calculations through December 31, 2027, and the company has elected a higher leverage ceiling tied to the Penelope Bourbon earnout. The filing names MGP Ingredients rather than Sempreon, Inc., so shareholders should confirm the ticker and company before relying on it.
Amendment No. 2 is dated August 6, 2026, and lets the company add back up to $20,000,000 in aggregate losses on certain customer receivables through December 31, 2027.
Covenants remain a fixed charge coverage ratio of at least 1.25 to 1.00 and a net leverage ratio of no greater than 4.00 to 1.00, which rises to 4.50 to 1.00 during an Elevated Ratio Period.
The company has elected an Elevated Ratio Period starting with the quarter ended June 30, 2026, for three quarters after that, linked to the Penelope Bourbon LLC earnout.
The company says it expects the third fiscal quarter of 2026 to be its peak leverage point, and describes the amendments as precautionary.
General Dynamics' board elected Danny Deep, the company's president, as a director effective immediately on August 5, 2026. The filing says he receives no extra pay for board service and has no committee assignment, so the change adds an internal executive to the board without new compensation disclosed.
Board elected Danny Deep as a director effective immediately, with the decision dated August 5, 2026
Deep has served as president of General Dynamics since December 2025 and has been with the company more than 20 years
Deep will not receive additional compensation for his board service and has not been appointed to any committee
Press release announcing the election is attached as Exhibit 99.1, dated August 6, 2026
W&T Offshore entered into a First Amendment to CEO Tracy Krohn's employment agreement on August 5, 2026. Under the amendment, his annual base salary will be no less than $1,000,000, subject to annual Board review, and it cannot be decreased; other material terms are unchanged.
Amendment dated August 5, 2026, to the employment agreement effective April 20, 2023
Annual base salary set at no less than $1,000,000 and cannot be decreased
Board reviews salary annually and may increase it; no other material terms changed
Local Bounti Corporation entered into a Convertible Note and Warrant Purchase Agreement with U.S. Bounti, LLC on August 7, 2026, providing a $12.5 million convertible note and a warrant for 1,000,000 shares of common stock. The note carries 7.0% interest and converts at $1.37 per share, which would result in 9,124,088 shares if the full principal converted, before any added PIK interest, so the deal would add to the share count if converted.
Convertible note with an initial principal balance of $12.5 million, bearing 7.0% annual interest, with interest added to principal semi-annually (PIK) starting December 31, 2026.
Initial conversion price of $1.37 per share; full principal conversion would result in 9,124,088 shares before PIK interest adjustments.
Warrant to purchase 1,000,000 shares at $0.125 per share, exercisable immediately and expiring 10 years after the initial exercise date.
Company must seek stockholder approval at a special meeting by November 30, 2026, as required by NYSE rules; the Senior Credit Agreement covenant was also revised with Cargill Financial.
Alto Ingredients entered an at-the-market sales agreement on August 5, 2026, allowing it to sell up to $50.0 million of common stock through three sales agents over time. The company is not obligated to sell any shares, and any sales would add to the outstanding share count, which could dilute existing shareholders.
Program covers up to $50.0 million of common stock at an aggregate offering price, sold through Craig-Hallum Capital Group LLC, The Benchmark Company, LLC and H.C. Wainwright & Co., LLC
Company pays the agents a 3.0% commission on aggregate gross proceeds, plus certain expenses
Shares are issued under a Form S-3 shelf registration declared effective May 22, 2026, with a prospectus supplement filed August 5, 2026
Net proceeds, if any, are intended for general corporate purposes, including working capital and capital expenditures
AbCellera said it will release top-line results from its Phase 2 trial of ABCL635, an antibody drug for moderate-to-severe vasomotor symptoms (hot flashes) due to menopause, before the market opens on Monday, August 10, 2026. The company will also hold an investor conference call and webcast that morning at 4:30 a.m. Pacific Time. The filing contains no trial results, so the announcement itself does not yet show whether the drug worked, but the data will be a key test for the program's future.
Top-line Phase 2 data for ABCL635 to be released before market open on Monday, August 10, 2026
Investor conference call and live webcast at 4:30 a.m. PT / 7:30 a.m. ET the same day
Trial (NCT07118891) is randomized, double-blind and placebo-controlled with approximately 80 postmenopausal women
Builders FirstSource said President, Technology and Digital Solutions Gayatri Narayan was notified on August 3, 2026 that she will be separated from the role effective August 14, 2026. Her severance is conditional on signing a separation agreement and general release, and the company said the departure was not due to any disagreement over its operations, policies or practices.
Gayatri Narayan's separation from the President, Technology and Digital Solutions role is effective August 14, 2026.
She was notified on August 3, 2026; the 8-K was filed August 7, 2026.
Severance follows the Builders FirstSource Executive and Key Employee Severance Plan, conditional on a separation agreement and general release.
The company states the departure was not the result of any disagreement on operations, policies or practices.
Churchill Capital Corp XIII, a blank-check company, closed its initial public offering on August 3, 2026, selling 41,400,000 units at $10.00 each for $414 million in gross proceeds, including the full exercise of the underwriters' over-allotment option. The full $414 million was placed in a U.S. trust account, which holds the funds until the company completes an initial business combination or redeems public shares, so shareholder capital is set aside for a future deal rather than operations.
41,400,000 units sold at $10.00 per unit, including 5,400,000 units from the full over-allotment exercise, for $414 million gross proceeds.
$414 million placed in a trust account maintained by Continental Stock Transfer & Trust Company.
Sponsor Churchill Sponsor XIII LLC bought 350,000 private placement units for $3.5 million.
The company has 24 months from the IPO closing to complete a business combination, or 27 months if it signs a letter of intent or definitive agreement within the first 24 months.
Neonode Inc. received a Nasdaq notice on August 6, 2026, stating its stock closed below the $1.00 minimum bid price for 30 consecutive business days. Nasdaq has granted a 180-day grace period, through February 2, 2027, for the stock to close at or above $1.00 for at least ten consecutive business days, and the notice has no immediate effect on the listing.
Nasdaq notice dated August 6, 2026 cites non-compliance with the $1.00 minimum bid price under Listing Rule 5550(a)(2).
Compliance deadline is February 2, 2027, under a 180 calendar day grace period.
To regain compliance, the closing bid price must be at least $1.00 for ten consecutive business days.
If not cured, the company may seek a second 180-day period, which could involve a reverse stock split; delisting appeal to a Nasdaq Hearings Panel is possible if delisting is determined.
At its August 6, 2026 annual meeting, Orion Energy Systems shareholders approved an amended and restated 2016 Omnibus Incentive Plan that raises the share reserve from 600,000 to 900,000 shares and extends the plan's term to the tenth anniversary of the meeting. Shareholders also re-elected two Class I directors, approved executive pay on an advisory basis, and ratified BDO USA, P.C. as auditor for fiscal 2027. The plan change adds potential equity dilution for existing shareholders, and the filing does not state the value of future awards.
Amended 2016 Plan increases available shares from 600,000 to 900,000, an increase of 300,000 shares
Plan term extended to the 10th anniversary of the August 6, 2026 annual meeting; non-employee director annual award limit set at $500,000 combined grant value and cash fees
Plan proposal approved by over 82% of votes cast; 301,419 votes against
Richard A. Shapiro and Heather L. Wishart-Smith re-elected as Class I directors with over 93% of votes cast
On August 3, 2026, Aeries Technology entered a letter agreement with Sea Otter Trading, LLC to settle a past-due $1,141,461 cash obligation under a 2023 forward purchase agreement. The company will pay $100,000 upfront and $75,000 monthly, with 7.5% annual interest, and will issue 145,183 Class A ordinary shares as collateral. Shareholders may face dilution, since additional shares must be issued if the collateral's market value falls short of the outstanding balance.
Letter agreement dated August 3, 2026 settles a past-due Payment Liability of $1,141,461 owed to Sea Otter Trading, LLC under a forward purchase agreement dated November 3, 2023.
Initial cash payment of $100,000, then $75,000 monthly starting September 15, 2026, with interest at 7.5% per annum paid monthly.
145,183 Class A ordinary shares to be delivered to Sea Otter as collateral within fifteen business days; more shares are required if collateral value falls below the outstanding balance.
Sea Otter may sell shares at no less than $8.40 per share, with proceeds applied to the liability.
At its August 5, 2026 annual meeting, Firefly Neuroscience stockholders approved reducing the company's authorized shares from 5,001,000,000 to 101,000,000, effective the same day. They also approved adding 2,000,000 shares to the 2024 Long-Term Incentive Plan and updating its evergreen provision, which affects potential future share issuance to employees and directors.
Authorized shares cut from 5,001,000,000 to 101,000,000 (100,000,000 common and 1,000,000 preferred), effective August 5, 2026
2024 Long-Term Incentive Plan share limit raised by 2,000,000 shares, with evergreen provision updated
Arun Menawat elected Class III director with 4,324,584 votes for and 106,395 withheld
Quorum of 9,703,536 of 15,604,571 shares outstanding as of the June 8, 2026 record date
Sabre disclosed an August 4, 2026 amendment to its accounts receivable securitization facility with PNC and Centerbridge-advised lenders. If conditions are met, the facility grows from $115 million to $130 million, adds a Singapore subsidiary as an originator, and extends maturity to September 28, 2029. The filing says the company expects the changes to take effect on September 30, 2026, and the changes do not take effect if conditions are not met.
Facility size would rise from $115 million to $130 million, with a $130 million PNC revolving tranche and a $120 million first-in, last-out tranche
Maturity would extend to September 28, 2029, subject to a springing maturity 91 days inside certain indebtedness exceeding $65.0 million
Borrowings would bear SOFR-based interest with drawn fees of 275 basis points for Class A lenders and 625 basis points for Class B lenders
Changes are expected to take effect September 30, 2026, after conditions precedent are satisfied
Summit Hotel Properties entered an equity distribution agreement on August 7, 2026, allowing it to sell up to $200 million of common stock through a group of sales agents and forward sellers. The company says any proceeds would go to its operating partnership for general business purposes, including hotel acquisitions, debt repayment and capital improvements. Because new shares could dilute existing holders, the program matters to current shareholders, though the filing does not say how much stock has been sold.
Program covers up to $200,000,000 of common stock, sold through or to multiple managers.
Commissions to sales agents will not exceed 2.0% of gross sales price.
Shares will be sold under a shelf registration filed February 25, 2026, with a prospectus supplement dated August 7, 2026.
Forward sale proceeds go to forward purchasers unless the company settles shares; the company expects to fully physically settle any forward confirmations.
Robert D. Mills, Tractor Supply's EVP and Chief Technology Officer, Digital and Pet Services, resigned effective August 7, 2026, to pursue another opportunity. The Board also approved equity grants to J. Seth Estep and John P. Ordus, who are taking on parts of Mills' responsibilities, and the filing gives the grant values but not their total cost to the company.
Mills' resignation is effective August 7, 2026; he gave notice on August 3, 2026.
Estep, Chief Merchandising Officer, will oversee the Allivet and VIP Petcare business units; Ordus, Chief Stores Officer, will oversee Petsense by Tractor Supply.
Board approved grants on August 6, 2026: Estep received options and RSUs at $25,000 each and PSUs at $50,000 grant-date fair value; Ordus received $50,000 each in options and RSUs and $100,000 in PSUs.
Options and RSUs vest in three equal annual installments; PSUs vest February 10, 2029, subject to continued employment and performance goals.
Uber entered into a new $7.7 billion revolving credit agreement that replaces its existing facility, and a term loan credit agreement that will help finance its voluntary takeover offer for Delivery Hero SE. The filing also reduces the commitments under the company's bridge credit facility by €4 billion and amends that bridge agreement. The new debt arrangements add financing commitments for the Delivery Hero deal, but the filing states that no revolver borrowings have been drawn.
Revolving credit agreement provides $7.7 billion in commitments, maturing August 6, 2031, with about $324 million of letters of credit transferred from the existing facility and no borrowings drawn.
Term loan commitments in two tranches mature 18 months (Tranche A) and three years (Tranche B) after closing, and proceeds are for the Delivery Hero offer and related costs.
Term loan commitments reduced the bridge credit agreement commitments by €4 billion; Amendment No. 1 raised a cross-default threshold from $300 million to $500 million.
Both new agreements require an EBITDA-to-interest expense ratio of at least 3.00 to 1.00 and include events of default tied to debt defaults above $500 million.
Biglari Holdings reported second-quarter 2026 net earnings of $39.9 million, down from $50.9 million in the second quarter of 2025, as investment gains fell to $45.3 million from $61.4 million. Pre-tax operating earnings rose to $6.3 million from $3.7 million, while first-half pre-tax operating earnings fell to $2.1 million from $13.7 million, so shareholders see mixed results across the periods.
Q2 2026 pre-tax operating earnings were $6.3 million, versus $3.7 million in Q2 2025.
Q2 2026 investment gains were $45.3 million, versus $61.4 million in Q2 2025.
First six months 2026 net earnings were $25.4 million, versus $17.7 million in the same period of 2025.
Steak n Shake same-store sales rose 13.8% in Q2 2026 for company-operated and franchise-partner-operated restaurants.
Southwest's Compensation Committee approved higher annual base salaries and long-term incentive targets for certain officers, including named executive officers, effective August 15, 2026. The changes align pay more closely with the average total direct compensation of American, Delta and United, based on unaged 2025 peer data.
CEO Bob Jordan's base salary is set at $1,225,000, with a long-term incentive target of 1200% of base salary and a short-term incentive target of 200%.
Other named executive officers' base salaries are $815,000 (Andrew Watterson) and $805,000 (Tom Doxey, Justin Jones and Anthony Roach), effective August 15, 2026.
The Committee chose the three largest U.S. airlines as the benchmark, using 2025 peer compensation data from their 2026 proxy statements without aging it forward.
BCP Investment Corporation reported a net decrease in net assets from operations of $9.9 million, or $0.80 per share, for the quarter ended June 30, 2026, compared with a $4.5 million decrease a year earlier. Total investment income fell to $15.2 million from $17.6 million in the first quarter, and net asset value dropped to $179.5 million ($14.49 per share) from $193.0 million ($15.60 per share) at March 31, 2026, driven mainly by unrealized markdowns. The company also declared monthly base distributions of $0.09 per share for October through December 2026 and amended its KeyBank credit facility to increase capacity to $150 million.
Net investment income was $5.5 million ($0.45 per share), down from $6.9 million ($0.55 per share) in the first quarter of 2026 and $4.6 million ($0.50 per share) a year earlier.
Net asset value was $179.5 million ($14.49 per share) at June 30, 2026, versus $193.0 million ($15.60 per share) at March 31, 2026; about 34% of the quarter's unrealized markdowns were attributed to software investments.
Non-accrual debt investments were 11 across 7 portfolio companies, representing 3.1% of portfolio fair value, up from 2.6% at March 31, 2026.
On August 6, 2026, the KeyBank credit facility was amended to a $150.0 million facility, with the maturity extended to August 6, 2031, and the JPMorgan revolving credit facility was repaid and terminated.
Star Holdings reported net income attributable to common shareholders of $41.4 million, or $3.43 per share, for the quarter ended June 30, 2026. The results include two non-cash items: a $29.3 million mark-to-market adjustment on its approximately 13.5 million Safehold (SAFE) shares and $14.4 million of deferred non-cash income from surrendering an asset to a local municipality after a lease expired, so the reported profit depends heavily on items that do not generate cash.
Net income attributable to common shareholders was $41.4 million, with earnings per share of $3.43.
A non-cash mark-to-market adjustment of $29.3 million on about 13.5 million SAFE shares added $2.43 to earnings per share.
$14.4 million, or $1.19 per share, of deferred non-cash income was recognized after an asset was surrendered to a local municipality following lease expiration.
The company filed its Form 10-Q for the quarter ended June 30, 2026 with the SEC.
Global Self Storage reported second quarter 2026 results for the period ended June 30, 2026. Total revenues rose 0.6% to $3.2 million and net income rose 24.9% to $830,000, but operating income fell 16.3% and FFO fell 10.7% to $978,000, with same-store NOI down 3.8%, mainly because of higher employment and property tax costs. The quarterly dividend of $0.0725 per share was maintained.
Total revenues rose 0.6% to $3.2 million; same-store occupancy was 94.7%, unchanged from June 30, 2025.
Net income rose to $830,000, or $0.07 per diluted share, from $664,000, or $0.06, a year earlier; the filing attributes part of the change to an unrealized gain on marketable equity securities of $266,394.
FFO fell 10.7% to $978,000 ($0.09 per diluted share) and AFFO fell 8.9% to $1.1 million; same-store cost of operations rose 8.1%.
Quarterly dividend of $0.0725 per share was declared on June 1, 2026 and maintained.
Resideo completed the separation of its ADI Global Distribution business on August 3, 2026, distributing all ADI common stock to Resideo shareholders in a tax-free spin-off. This 8-K also adjusts equity plan share counts for the distribution and includes unaudited pro forma financials showing Resideo without ADI, which reflect a 2025 pro forma net loss of $670 million.
Separation effective August 3, 2026; holders received one ADI share for every two Resideo shares held as of July 20, 2026
ADI is now an independent company trading on the New York Stock Exchange under the symbol ADIG
ADI paid Resideo $967 million in cash, which is expected to help repay about $1.1 billion of Term Loan B debt
Pro forma 2025 net loss available to common stockholders was $670 million, or $(4.50) per share; pro forma net income available to common stockholders for the three months ended April 4, 2026 was $32 million, or $0.21 per diluted share
NI Holdings reported second-quarter 2026 net income of $146,000, or $0.01 per basic share, compared with a net loss of $12.1 million a year earlier. Gross premiums written fell 4.1% to $107.2 million, and net premiums earned dropped 10.9% to $65.0 million, as the company exits most of its Non-Standard Auto business. The combined ratio improved to 107.7% from 125.1%, mainly on lower catastrophe losses and favorable prior-year reserve development, so shareholders see a return to a small quarterly profit on lower premium volume.
Q2 2026 net income of $146,000 and basic EPS of $0.01, versus a net loss of $12.1 million and basic loss per share of $(0.57) in Q2 2025
Gross premiums written of $107.2 million, down 4.1%; Non-Standard Auto fell 98.9% as the company exits most of the segment
Combined ratio of 107.7% versus 125.1%; pre-tax catastrophe loss of $15.0 million for the quarter
Six-month net income of $12.7 million and basic EPS of $0.61 for the period ended June 30, 2026
HEI reported second-quarter 2026 GAAP net income of $123 million, or $0.71 per diluted share, up from $26 million, or $0.15, a year earlier. The result includes a $101 million after-tax non-cash gain from remeasuring the remaining Maui wildfire settlement liability to present value, while Core net income, which excludes wildfire and Pacific Current review items, fell to $22 million, or $0.13 per share, from $35 million, or $0.20.
Total revenues were $939.7 million, compared with $746.4 million in the second quarter of 2025.
Core net income was $22 million, or $0.13 per diluted share, versus $35 million, or $0.20, in the second quarter of 2025; Hawaiian Electric cited higher interest expense and higher O&M.
The remaining settlement liability was reduced from $1.44 billion to $1.30 billion, producing a $154 million pre-tax benefit.
On July 17, HEI submitted an IGP Request for Proposals to the PUC seeking about 1,650 gigawatt-hours of variable renewable energy, 465 megawatts of grid forming resources and 111 megawatts of firm generating capacity.
CytoSorbents furnished an investor presentation for its Q2 2026 earnings call held August 6, 2026. Product revenue was flat year over year at $9.6 million, while gross margin rose to 73% from 71% and the operating loss narrowed to $2.6 million from $3.6 million. The company continues to expect operating cash flow breakeven in the second half of 2026.
Q2 2026 product revenue was $9.6 million, unchanged from the prior year; Germany sales fell 24% to $2.5 million.
Gross margin rose to 73% from 71%, and total operating expenses fell to $9.7 million from $10.4 million.
Adjusted net loss narrowed 22% to $2.9 million ($0.05 per share) and adjusted EBITDA loss narrowed 38% to $1.6 million.
Cash, cash equivalents and restricted cash were $5.9 million at Q2 2026, down from $6.3 million at Q1 2026, after a $0.4 million net operating cash burn.
Canopy Growth's auditor, PKF O'Connor Davies, resigned effective August 7, 2026, citing a strategic change in its desire to serve the cannabis sector. MNP LLP was engaged the same day as the independent registered public accounting firm for the fiscal year ending March 31, 2027. The filing also discloses an adverse internal control opinion and prior restatements, which bear on shareholders' confidence in the company's financial reporting.
PKF O'Connor Davies resigned effective August 7, 2026, citing strategic changes in its desire to provide services to the cannabis sector.
Its June 15, 2026 report on internal control over financial reporting as of March 31, 2026 was adverse, due to a material weakness in classifying equity-linked instruments as equity or liabilities.
The company restated financial statements for fiscal 2024 and 2025 and certain quarters, citing non-cash accounting errors on share-settled U.S. dollar-priced warrants, as disclosed May 15, 2026.
MNP LLP, a Canadian firm, was engaged on August 7, 2026 for the fiscal year ending March 31, 2027.
AI Financial Corp sold its indirect, wholly-owned subsidiary ALT 5 Sigma Canada, Inc. to Prime Delta Corp. on August 3, 2026, in exchange for a $12 million secured promissory note and 11,551,750 restricted shares of Prime Delta common stock. The filing gives no financial results for the subsidiary, so shareholders cannot gauge the sale's effect on earnings from this document alone.
Consideration: a $12 million secured promissory note plus 11,551,750 restricted shares of Prime Delta common stock
Note: $1 million principal due August 11, 2026; remaining $11 million due as 20% of Prime Delta's post-closing equity financings or four annual installments of $2.75 million starting August 3, 2027
Note bears 4% annual interest, paid monthly from August 10, 2026, and is secured by all of Prime Delta's assets, with three third-party guarantees
Barfresh Food Group received a Nasdaq letter saying its market value of listed securities closed below the $35 million minimum for 30 consecutive business days, and it does not meet the alternative standards. The stock continues to trade on Nasdaq for now, but the company must close at or above $35 million for at least ten consecutive business days by February 1, 2027 to regain compliance, or face possible delisting proceedings. The company's CFO also said she will retire no later than December 31, 2026.
Nasdaq letter received August 3, 2026 for MVLS below the $35,000,000 threshold for 30 consecutive business days
Compliance deadline is February 1, 2027; regaining it requires MVLS of $35 million or more for at least ten consecutive business days
Company does not meet the minimum stockholders' equity or net income alternative standards
CFO Lisa Roger notified the company on August 4, 2026 that she will retire no later than December 31, 2026
Mercator Acquisition Corp., a blank check company that has not selected a business combination target, closed its initial public offering of 17,250,000 units at $10.00 per unit, including the full exercise of the underwriters' over-allotment option. The $172,500,000 IPO proceeds were placed in a U.S.-based trust account, and public shareholders can redeem their shares from the trust only upon a business combination or on liquidation. The auditor's report includes a going concern warning, and the company has 18 months from the IPO closing to complete a business combination.
17,250,000 units sold at $10.00 per unit on July 10, 2026, including 2,250,000 units from the full over-allotment exercise
$172,500,000 placed in a trust account maintained by Continental Stock Transfer & Trust Company
Private placement of 4,500,000 warrants at $1.00 each for $4,500,000 gross proceeds to the Sponsor and Clear Street LLC
WithumSmith+Brown raised substantial doubt about the company's ability to continue as a going concern; the company has 18 months to complete a business combination
aTyr Pharma reported a second quarter 2026 net loss of $10.3 million, or $0.11 per share, down from $19.5 million, or $0.22 per share, a year earlier, and announced a workforce reduction of about 60%. The company is focusing its spending on efzofitimod, with cash of $58.9 million at June 30, 2026, which it says will fund operations into late 2028; shareholders face a smaller loss but a shrinking cash balance and leadership changes.
Q2 2026 net loss was $10.3 million, or $0.11 per share, versus $19.5 million, or $0.22 per share, in Q2 2025.
Cash, cash equivalents, restricted cash and investments were $58.9 million at June 30, 2026, down from $80.9 million at December 31, 2025.
CFO Jill Broadfoot steps down September 30, 2026; Brandon Yaras becomes CFO October 1, 2026. General Counsel Nancy Denyes also steps down September 30, 2026.
Restructuring is expected to cut annualized operating expenses by about $13 million beginning in Q4 2026; the company is awaiting FDA comments on its Phase 3 protocol by the end of August 2026.
Ultralife reported second-quarter 2026 revenue of $47.9 million, down 1.3% from $48.6 million a year earlier, while GAAP earnings per share rose to $0.15 from $0.05. Gross margin improved to 28.9% from 23.9%, helped by a $1.1 million net IEEPA tariff refund, and backlog reached $117.5 million, which the company said is the highest in its history. The mix of a sales decline alongside higher profit makes the quarter's results mixed for shareholders.
Revenue was $47.9 million versus $48.6 million in Q2 2025; Battery & Energy Products sales fell 3.7% to $44.2 million, and Communications Systems sales rose 39.3% to $3.8 million.
GAAP EPS was $0.15 versus $0.05; adjusted EBITDA was $6.1 million versus $4.1 million.
Gross margin was 28.9%; excluding the $1.1 million net IEEPA refund, it was 26.6%.
Operating income was $3.4 million, including $0.9 million in one-time costs, versus $2.3 million a year earlier.
Gyrodyne, LLC disclosed a Separation Agreement with Chief Operating Officer Peter Pitsiokos, ending his employment effective October 2, 2026. The company says the change leaves one full-time employee to handle entitlements, property sales and the liquidation, which it expects to finish by the end of 2028, and it estimates about $620,000 in savings over that period.
Termination effective October 2, 2026, under a Separation Agreement dated August 3, 2026 and executed August 7, 2026
Severance of $100,000, equal to six months, paid in a lump sum within three business days after the agreement and release take effect
Company expects about $620,000 in savings over the remaining liquidation timeline, with completion expected by the end of 2028
After the termination date, one full-time employee will remain to oversee the sale of remaining properties and the wind-up
On August 3, 2026, Giftify received a Nasdaq notice that its closing bid price had been below $1 per share for 30 consecutive business days, which violates Nasdaq Listing Rule 5550(a)(2). The company has 180 calendar days to regain compliance by keeping its closing bid at or above $1 for at least ten consecutive business days, and Nasdaq may grant an additional 180 days if other listing criteria are met. For shareholders, the notice signals a continued listing risk, though the filing does not state that the shares have been delisted.
Nasdaq notice received August 3, 2026 under Listing Rule 5550(a)(2), the $1 minimum bid price requirement
Closing bid price failed to meet $1 for 30 consecutive business days
Compliance period: 180 calendar days, requiring at least ten consecutive business days at or above $1
If still deficient, Nasdaq may grant an additional 180-day period if other criteria, such as minimum market value of publicly held shares and shareholders' equity, are met
Artesian Resources reported second-quarter 2026 revenue of $30.7 million, up 7.4%, and net income of $6.6 million, up 4.5%, with diluted EPS of $0.64 versus $0.61 a year earlier. Operating expenses excluding depreciation and income taxes rose 7.6%, and the company attributed part of the revenue gain to temporary rate increases that remain in effect until the Delaware Public Service Commission sets permanent rates.
Q2 diluted EPS of $0.64, up 4.9% from $0.61 in Q2 2025
Q2 revenue of $30.7 million, up 7.4%; net income of $6.6 million, up 4.5%
Six months ended June 30, 2026: diluted EPS of $1.21 (up 6.1%), net income of $12.5 million, revenue of $58.4 million
Operating expenses rose 7.6% in Q2; $25.9 million invested in infrastructure in the first six months of 2026
United-Guardian reported second-quarter 2026 net sales of $3,108,267, up 10% from $2,838,225 a year earlier, and net income of $728,579 ($0.16 per share), up 16% from $626,826 ($0.14 per share). For the first half, net sales rose 12% to $5,980,489 and net income rose 30% to $1,547,481 ($0.34 per share), which included $339,493 of settlement income that the company did not report in the 2025 period.
Q2 2026 cosmetic ingredient sales rose 44%, mainly from higher purchases by Ashland Specialty Ingredients, after its 2025 inventory levels were reduced.
Q2 2026 pharmaceutical sales rose 1%; first-half pharmaceutical sales rose 11%, with Renacidin the primary driver.
First-half 2026 settlement income was $339,493, compared with none in the first half of 2025.
CBL reported second-quarter 2026 diluted earnings of $1.47 per share, up from $0.08 a year earlier, and FFO, as adjusted, of $1.89 per share, up from $1.86. The company raised its full-year 2026 FFO, as adjusted, guidance to $7.15-$7.25 per share, which matters to shareholders because it reflects stronger results and a higher expected earnings base for the year.
Q2 2026 diluted EPS was $1.47 versus $0.08 in Q2 2025; FFO, as adjusted, per share was $1.89 versus $1.86.
Same-center NOI rose 1.5% in Q2 2026, and portfolio occupancy was 90.4% at June 30, 2026, up from 88.8% a year earlier.
2026 FFO, as adjusted, guidance is $7.15-$7.25 per share; same-center NOI guidance is 0.0% to 1.5%.
The Board approved a $0.625 per share third-quarter dividend, payable September 30, 2026, to holders of record on September 15, 2026.
Plains GP Holdings reported second-quarter 2026 results that were lifted by a net gain of about $1.6 billion from the May 12, 2026 sale of its Canadian NGL business to Keyera Corp. Excluding that gain, the results still improved, with Adjusted EBITDA attributable to PAA up 10% and the quarterly distribution up 10% to $0.4175 per unit. The company also raised its 2026 organic growth capital range and lowered its maintenance capital guidance.
Net income attributable to PAA was $1.830 billion, or $2.51 per diluted unit, versus $210 million, or $0.21, a year earlier.
Adjusted EBITDA attributable to PAA rose to $738 million from $672 million, and pro forma leverage was 3.3x at quarter-end.
2026 organic growth capital guidance was raised to $400 million to $450 million from $350 million, and maintenance capital guidance was cut by $10 million to $175 million.
Quarterly distribution was $0.4175 per unit, up from $0.3800 a year earlier.
AeroVironment expanded its board from nine to ten directors on August 5, 2026, appointing Michael Ruppert, ManTech's EVP and Chief Financial Officer, as a Class II director. Director Charles Thomas Burbage, on the board since 2013, will not stand for re-election and will retire when his term ends at the 2026 annual meeting, which is anticipated on September 24, 2026.
Board size increased from nine to ten directors on August 5, 2026; Michael Ruppert appointed effective immediately
Ruppert has served as EVP and Chief Financial Officer of ManTech since 2023 and has more than 25 years of aerospace and defense experience
Charles Thomas Burbage, a director since 2013, will retire at the 2026 annual meeting, anticipated September 24, 2026
Company entered into an indemnification agreement with Ruppert; Burbage says his decision was not due to any disagreement with the company
Johnson Outdoors reported fiscal third-quarter net sales up 5% to $189.7 million, and net income of $14.9 million, or $1.42 per diluted share, compared with $7.7 million, or $0.75, a year earlier. The company said the quarter included approximately $15 million of tariff refunds that helped lift gross margin, and that Camping & Watercraft Recreation sales fell 13%. The filing gives no updated outlook, and the CFO said the company remains cautious about cost trends as tariff policies evolve.
Net sales rose 5% to $189.7 million from $180.7 million a year earlier.
Net income was $14.9 million, or $1.42 per diluted share, versus $7.7 million, or $0.75, in the prior-year quarter.
Tariff refunds of approximately $15 million contributed to gross margin of 45.3%, compared with 37.6% a year earlier.
Camping & Watercraft Recreation sales declined 13%; year-to-date net sales were $525.1 million, up 15.0%.
Geospace Technologies reported a third-quarter fiscal 2026 net loss of $9.7 million, or $(0.75) per diluted share, compared with net income of $0.8 million, or $0.06 per diluted share, a year earlier, on revenue of $15.8 million versus $24.8 million. For the nine months ended June 30, 2026, the net loss was $30.5 million, or $(2.37) per diluted share, and the company used $27.3 million in cash from operating activities, which weighs on shareholders.
Q3 revenue $15.8 million vs. $24.8 million a year earlier; net loss $9.7 million, $(0.75) per diluted share, vs. net income of $0.8 million, $0.06 per share
Nine-month revenue $61.1 million vs. $80.1 million; net loss $30.5 million, $(2.37) per diluted share
Smart Water revenue $4.6 million vs. $10.5 million; Energy Solutions $5.9 million vs. $8.1 million; Intelligent Industrial $5.2 million vs. $6.1 million
U.S. Navy awarded a $10.8 million firm-fixed price contract to subsidiary Quantum Technology Sciences, expected to complete by December 2027; working capital was $40.6 million at June 30, 2026
Xenetic Biosciences reported results for the quarter ended June 30, 2026. Royalty revenue rose about 12% to about $0.7 million, but the net loss widened to about $0.9 million from about $0.7 million, mainly because general and administrative expenses rose about 64% on higher legal costs tied to its strategic review. Cash and cash equivalents fell to about $6.5 million from about $7.9 million at December 31, 2025.
Royalty revenue was about $0.7 million, up from about $0.6 million, primarily from the Takeda sublicense agreement
General and administrative expenses were about $1.1 million, up about 64%, mainly on higher legal expenses tied to the strategic review
Research and development expenses fell about 16% to about $0.6 million, mainly on lower manufacturing development efforts and reduced consulting costs
Cash and cash equivalents were about $6.5 million at June 30, 2026, versus about $7.9 million at December 31, 2025
Grayscale Investments Sponsors, LLC, sponsor of the Grayscale Sui Staking ETF, entered into Amendment No. 2 to the trust agreement on August 6, 2026, with trustee CSC Delaware Trust Company. The amendment requires the trust to convert staking consideration to cash at least quarterly and promptly distribute the net proceeds to shareholders. Shareholders may receive regular cash distributions, but the amounts depend on staking consideration actually received and cannot be predicted with certainty.
Amendment No. 2 is dated August 6, 2026, and is between the Sponsor and CSC Delaware Trust Company, the trustee.
The trust must convert staking consideration to cash no less often than quarterly and promptly distribute net proceeds to shareholders.
The trust currently intends monthly distributions, after the Staking Fee and other trust expenses; the sponsor may receive part of the staking consideration as payment for facilitating staking.
The trust intends to file a Rule 424(b)(3) prospectus supplement to update disclosure on the amendment.
Kestrel Group reported second quarter 2026 results on August 7, 2026, with a net loss of $8.1 million, or $1.03 per share, and total revenues of $6.7 million. Program Services fee revenue rose to $3.7 million and premium produced reached $109.6 million, both well above the second quarter of 2025, while the Legacy Reinsurance segment posted an underwriting loss of $1.3 million. For shareholders, the filing shows fast growth in the fee-based business alongside a continuing net loss.
Net loss of $8.1 million, or $1.03 per share, in the second quarter; book value per common share was $14.57 at June 30, 2026.
Program Services fee revenue was $3.7 million, up 587.9% from the second quarter of 2025; premium produced by client programs was $109.6 million, up 479.8%.
Legacy Reinsurance segment had an underwriting loss of $1.3 million in the second quarter, including $0.7 million of severance-related costs in the Diversified business.
Total assets were $919.6 million and shareholders' equity was $114.0 million at June 30, 2026.
On August 6, 2026, the sponsor and trustee of the Grayscale Solana Staking ETF signed a Third Amended and Restated Declaration of Trust and Trust Agreement. The new agreement requires the trust to convert staking rewards to cash at least quarterly and distribute the net proceeds to shareholders, which the trust currently intends to do monthly. Distribution amounts will depend on the staking rewards actually received and cannot be predicted with certainty.
Agreement dated August 6, 2026, between Grayscale Investments Sponsors, LLC and CSC Delaware Trust Company, replacing the Second Amended and Restated agreement dated September 19, 2025
Trust intends to distribute net cash proceeds of staking rewards monthly, and no less than quarterly, after the Staking Fee and other trust expenses
Distribution amounts depend on staking consideration received in each period and cannot be predicted with certainty
Trust intends to file a Rule 424(b)(3) prospectus supplement; shareholders are advised to consult tax advisors
Matthews reported fiscal third-quarter 2026 sales of $246.0 million, down 29.6% from a year earlier, and a net loss of $23.7 million, or $0.75 per diluted share, compared with net income of $15.4 million a year earlier. The company lowered its fiscal 2026 adjusted EBITDA guidance to $158 million to $162 million, citing energy storage delays, weaker Memorialization volumes, and a shortfall in expected Propelis synergies. The guidance cut and the sharp drop in profit weigh on shareholders' outlook for the full year.
Q3 sales were $246.0 million, down from $349.4 million; net loss was $23.7 million, or $0.75 per diluted share, versus net income of $15.4 million, or $0.49 per share
Non-GAAP EPS was $0.06 versus $0.28 a year earlier; Q3 adjusted EBITDA was $35.0 million versus $44.6 million
Fiscal 2026 adjusted EBITDA guidance was cut to $158 million to $162 million, including an estimated 40% share of Propelis adjusted EBITDA; the company cited a $5 million shortfall to its full-year forecast
Engineering restructuring is expected to yield $10 million in annual savings, with about $10 million total cost to achieve; $25 million was received in Q3 from the Propelis preferred equity redemption, and debt was reduced by $144 million i
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