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).
Synchrony furnished unaudited monthly charge-off and delinquency statistics for the 13 months ended July 31, 2026, under Item 7.01 of Form 8-K. The July net charge-off rate was 4.7%, down from 5.3% in June, while the 30+ day delinquency rate held at 4.2%. The company says it will continue monthly disclosures and will publish the last month of each quarter alongside its quarterly results.
Net charge-off rate was 4.7% in July 2026, versus 5.3% in June 2026.
30+ day delinquency rate was 4.2% at July 31, 2026, unchanged from June 30, 2026.
Period-end loan receivables were $102.6 billion at July 31, 2026, up from $102.2 billion at June 30, 2026.
Adjusted net charge-off rate was 4.9% in July 2026, versus 5.2% in June; the company says monthly charge-off counts vary with cycle dates.
Capital One furnished monthly charge-off and delinquency metrics for the month ended July 31, 2026, as Exhibit 99.1 to this Form 8-K under Regulation FD. The filing reports credit metrics for its domestic credit card and consumer banking auto loan portfolios, with no change to earnings or guidance.
Domestic credit card: net charge-offs of $881 million, a 4.12% annualized rate, on average loans of $256,704 million
Domestic credit card: 30+ day performing delinquencies of $9,014 million, or 3.48% of period-end loans
Auto: net charge-offs of $111 million (1.48%), 30+ day performing delinquencies of $3,979 million (4.39%), and nonperforming loans of $571 million (0.63%)
Jacobs Solutions said its President, Strategy, Growth & Digital, Shannon Miller, transitioned from that role on August 10, 2026, and will serve as Special Advisor to the CEO until she leaves the company, no later than October 3, 2026. The filing gives no successor, financial effect, or reason for the change.
Shannon Miller's role as President, Strategy, Growth & Digital ended with a transition on August 10, 2026.
Miller will serve as Special Advisor to CEO Robert V. Pragada until her departure.
Her departure from the company is due no later than October 3, 2026.
The filing does not name a replacement or disclose compensation terms.
Carvana entered a $1.66 billion senior secured term loan B credit agreement on August 14, 2026, maturing in 2033. The company said the proceeds are expected to redeem or refinance its 2030 Secured Notes, with $1.0 billion redeemed on August 15, 2026 and the remainder on August 22, 2026.
Term loan B facility of $1.66 billion matures August 14, 2033, issued at 99.75% of principal.
Interest is Term SOFR plus 2.25% or base rate plus 1.25%, per the credit agreement.
Proceeds expected to redeem 2030 Secured Notes: $1.0 billion on August 15, 2026 and the remainder on August 22, 2026.
The credit agreement has no financial covenant and requires 50% excess cash flow prepayments starting fiscal 2028, subject to reductions.
On August 14, 2026, Target entered into a five-year, $4.0 billion unsecured revolving credit agreement that expires August 14, 2031, with two one-year extension options. On the same date, Target terminated its prior $3.0 billion five-year credit agreement and its $1.0 billion 364-day credit agreement, which were scheduled to expire in 2028 and October 2026. The filing says the other terms of the terminated agreements were substantially similar to the new facility, and it includes a leverage ratio covenant.
New $4.0 billion unsecured revolving credit facility expires August 14, 2031, with two one-year extension options.
Target may increase commitments by up to an additional $1.0 billion, subject to conditions.
Terminated a $3.0 billion facility dated October 18, 2021 (scheduled to expire October 18, 2028) and a $1.0 billion 364-day facility (scheduled to expire October 8, 2026).
Includes a leverage ratio financial covenant; obligations may be accelerated if an event of default is not cured or waived.
Dave Inc. disclosed that director Yadin Rozov resigned from its Board of Directors, effective immediately, after notifying the company on August 12, 2026. The company said the resignation was for personal reasons and not tied to any disagreement over operations, policies or practices. The filing does not name a replacement, so the board's size and composition after the departure are not stated.
Yadin Rozov notified Dave Inc. of his resignation from the Board on August 12, 2026, effective immediately.
The company states the resignation was for personal reasons and was not related to any disagreement with the company.
The filing does not identify a successor or any replacement director.
Tutor Perini disclosed that William E. Jensen, Executive Vice President - Civil West, notified the company on August 11, 2026 of his decision to retire effective September 4, 2026. The filing does not name a successor or describe any change to compensation, and the company thanked him for his service.
William E. Jensen, Executive Vice President - Civil West, to retire
Applied Industrial Technologies elected Pamela J. Tomczik, currently Senior Vice President, Treasurer and Business Development at Target Corporation, to its Board of Directors effective August 11, 2026. Director Peter C. Wallace submitted his retirement notice the same day under the company's director retirement policy, effective at the October 20, 2026 annual meeting of shareholders.
Pamela J. Tomczik, age 52, elected to the board on August 11, 2026, with a term expiring in October 2026; no committee appointments yet.
Tomczik has served as Senior Vice President, Treasurer and Business Development at Target Corporation since October 2022.
Peter C. Wallace gave notice of retirement from the board on August 11, 2026, under the director age-72 retirement policy, effective October 20, 2026.
Tomczik will receive non-employee director compensation and enter an Indemnification Agreement with Applied.
U.S. Physical Therapy appointed Nchacha Etta as Executive Vice President and Chief Financial Officer, effective September 1, 2026, ending Jason Curtis's role as interim CFO. Etta's employment agreement sets a $625,000 base salary and equity grants of about $550,000 and $200,000, with severance and change-in-control benefits that shareholders may want to note.
Base salary of $625,000 per year, plus discretionary bonuses set by the Board or compensation committee
Initial restricted stock grant of about $550,000 vesting in equal quarterly installments over four years
Change-in-control benefit of $283,333; termination without cause or for good reason triggers two years of base pay plus bonus-related payments
Jason Curtis, SVP Finance and Accounting, stops serving as interim CFO and remains SVP
Enova subsidiary NetCredit LOC Receivables 2024 amended its credit facility, raising the revolving commitment from $200 million to $300 million, extending the revolving period to February 21, 2029, extending maturity to February 21, 2030, and lowering the borrowing rate from SOFR + 5.50% to SOFR + 5.00%. Separately, an indirect subsidiary priced $300,886,000 of 2026-A Notes backed by unsecured consumer installment loans, with closing expected on or about August 21, 2026; the notes are not guaranteed by Enova.
Revolving commitment increases from $200 million to $300 million, with the revolving period extended to February 21, 2029.
Borrowing rate decreases from SOFR + 5.50% to SOFR + 5.00%; maturity extended from February 21, 2028 to February 21, 2030.
2026-A Notes total $300,886,000: Class A $240,709,000 at 5.88%, Class B $44,341,000 at 7.68%, Class C $15,836,000 at 10.64%.
Notes are priced subject to market conditions, with anticipated closing on or about August 21, 2026; they are offered only to qualified institutional buyers and certain non-U.S. persons.
VICI Properties L.P., the operating partnership of VICI Properties Inc., completed sales of $900 million of 5.400% notes due 2031 and $850 million of 5.750% notes due 2036 on August 14, 2026. It plans to use the proceeds to repay existing senior notes maturing in 2026, including $1.25 billion of 4.250% notes due December 2026 and $480.5 million of 4.500% notes due September 2026, which the filing says it expects to redeem on August 17, 2026.
$900 million of 5.400% notes due October 15, 2031, issued at 99.966% of par value
$850 million of 5.750% notes due October 15, 2036, issued at 98.375% of par value
Proceeds intended to repay $1.25 billion of 4.250% notes due December 2026 and $480.5 million of 4.500% notes due September 2026, with redemption expected August 17, 2026
The notes are unsecured, are not guaranteed by VICI Properties Inc., and pay interest semi-annually starting April 15, 2027
Centerspace completed the sale of 14 multifamily apartment communities and a note receivable, with aggregate gross proceeds of approximately $318.8 million, under a portfolio optimization and deleveraging plan. The company says it expects to use the proceeds to reduce debt and may pay a special distribution of about $50.0 million to $60.0 million to shareholders, though the distribution has not been declared.
Four purchase agreements with three unaffiliated buyers covered 14 communities in Denver, Minnesota, Rapid City, South Dakota, and Bismarck, North Dakota, plus a note receivable.
The Denver, Minnesota, and Rapid City transactions closed in staggered closings in June and July 2026; the Bismarck transaction closed on August 11, 2026.
The company paid $25 million on its unsecured credit facility after the Denver closing and expects to use net proceeds to repay the remaining balance.
The company determined the transactions together constituted a significant disposition of assets; a potential special distribution of $50.0 million to $60.0 million is under evaluation.
Martin Marietta issued $5.5 billion of senior unsecured notes in five series maturing 2029 through 2056, with the proceeds, along with a $1.5 billion term loan, earmarked for the cash purchase of Lhoist North America. The notes carry a special mandatory redemption at 101% of principal if the acquisition is not completed or is abandoned, which adds a repayment risk for shareholders if the deal falls through.
Five series totaling $5.5 billion: $750 million due 2029, $1.25 billion due 2032, $1 billion due 2034, $1.5 billion due 2036 and $1 billion due 2056
Coupons range from 4.850% (2029 notes) to 6.375% (2056 notes)
Proceeds plus a $1.5 billion senior unsecured term loan will pay the cash consideration for the Lhoist North America acquisition
Closing of the offering is expected in the third quarter of 2026, subject to customary conditions
H&R Block said on August 12, 2026, that directors Robert A. Gerard and Matthew E. Winter will retire and not stand for re-election at the 2026 Annual Meeting in November. The company said their decisions were not due to any disagreement over operations, policies, or practices. Gerard served as Chairman for almost 14 years, and Winter chaired the Compensation Committee.
Robert A. Gerard and Matthew E. Winter notified the Board on August 12, 2026.
Both will remain directors until the 2026 Annual Meeting of Shareholders in November.
Gerard served as Chairman of the Board for almost 14 years; Winter was Chair of the Compensation Committee.
The filing states no disagreement with the company on operations, policies, or practices.
Hawkins, Inc. said director Yi "Faith" Tang resigned from its Board of Directors and all board committees, effective immediately, after notifying the company on August 13, 2026. The filing states her resignation was not due to any disagreement with the company on its operations, policies or practices.
Yi "Faith" Tang resigned from the Board of Directors and its committees.
Notice was given on August 13, 2026; the resignation is effective immediately.
The filing states there was no disagreement relating to company operations, policies or practices.
Cencora director Lorence H. Kim informed the company on August 13, 2026 of his intent to resign from the Board effective immediately. He cited his appointment as Chief Financial Officer of Commonwealth Fusion Systems, Inc. and the need to devote more time to that role, and said the resignation involves no disagreement with the company on its operations, policies or practices.
Resignation from the Board of Directors is effective immediately, informed on August 13, 2026 after the quarterly board meeting.
Dr. Kim cited his appointment as Chief Financial Officer of Commonwealth Fusion Systems, Inc. as the reason.
The filing states there was no disagreement with the company on operations, policies or practices.
O'Reilly Automotive issued and sold $1.6 billion of senior unsecured notes on August 14, 2026, in three series maturing in 2029, 2031 and 2037. The notes carry fixed rates from 4.800% to 5.550% and rank equally with the company's existing unsecured debt, which is a debt financing rather than a change in operations. The filing does not state how the proceeds will be used.
Issued $700 million of 4.800% notes due August 14, 2029, $500 million of 5.050% notes due August 14, 2031, and $400 million of 5.550% notes due March 14, 2037
Notes are not guaranteed by subsidiaries initially and are effectively junior to any future secured debt
Change of control repurchase price is 101% of principal plus accrued interest; an affiliate of the trustee was an underwriter
Power Integrations said Senior Vice President of Operations Sunil Gupta notified the company on August 11, 2026 of his intent to resign, effective August 25, 2026. The company said the resignation did not result from any disagreement over its operations, policies, or practices.
Sunil Gupta, Senior Vice President, Operations, gave notice of resignation on August 11, 2026
Resignation takes effect August 25, 2026
Company states the departure did not stem from any disagreement on operations, policies, or practices
On August 10, 2026, Senior Vice President, Operations Jeffrey Zerillo notified Prestige Consumer Healthcare Inc. that he will retire from that role and all other positions he holds with the company, effective August 14, 2026. The filing does not name a successor or describe any separation or compensation terms, so shareholders have limited information on how the operations role will be filled.
Retirement notice given August 10, 2026
Retirement effective August 14, 2026, covering the SVP Operations role and all other positions held
Filing signed by Christine Sacco, Chief Financial Officer and Chief Operating Officer
No successor or separation terms disclosed in the filing
Labcorp said executive Megan D. Bailey will resign as Executive Vice President and President, Central Laboratories and International, effective September 4, 2026. Brian J. Caveney, M.D., currently President of Early Development Research Laboratories and Chief Medical and Scientific Officer, will take a broader role effective September 1, 2026, overseeing Biopharma Laboratory Services along with the Early Development Research Laboratories and Central Laboratories businesses.
Megan D. Bailey notified the company of her resignation on August 11, 2026, effective September 4, 2026
Brian J. Caveney, M.D., takes on expanded role effective September 1, 2026
Caveney's new title: EVP and President, Biopharma Laboratory Services and Chief Medical and Scientific Officer
The filing does not state a replacement for Bailey's former role or any financial terms
Ultra Clean Holdings entered a sales agreement on August 14, 2026, allowing it to sell up to $400 million of common stock through an at-the-market offering using four sales agents. The company is not obligated to sell any shares and may suspend sales at any time, so the program's actual size and timing are at its discretion. Because new shares would add to the outstanding count, existing shareholders could see their ownership diluted if sales occur.
Maximum offering size is $400 million of common stock, with sales made at the company's discretion.
Sales Agents are UBS Securities LLC, Barclays Capital Inc., Craig-Hallum Capital Group LLC and Oppenheimer & Co. Inc.
Agents may receive commissions of up to 3.0% of gross offering proceeds.
Shares are issued under a Form S-3 shelf registration filed March 25, 2024 (Registration No. 333-278195).
Space Exploration Technologies Corp. completed its merger with Anysphere, Inc. (Cursor) on August 14, 2026, making Cursor a wholly owned subsidiary. Cursor's stock and vested restricted stock units were converted into the right to receive Class A common stock, based on an implied Cursor equity value of $60.0 billion. The filing does not state what percentage of the company's shares this represents, so the dilution to existing shareholders cannot be determined from this filing.
Merger became effective August 14, 2026, under a merger agreement dated June 16, 2026
Cursor common and preferred stock converted into 389,289,254 Class A shares, based on an implied equity value of $60.0 billion
Vested Cursor restricted stock units converted into 1,752,426 Class A shares before tax withholding
Unvested restricted stock units and stock options were assumed, covering about 29,128,326 restricted stock units and about 44,365,047 stock options
Sotera Health director James C. Neary resigned from the board as a Class I director, effective August 13, 2026, after notifying the board on August 11, 2026. The company says the resignation was not due to any disagreement over operations, policies or practices, and the board reduced its size to eleven directors.
James C. Neary resigned as a Class I director, effective August 13, 2026
Notice of resignation given to the board on August 11, 2026
Company states no disagreement with management on operations, policies or practices
Board size fixed at eleven directors as of the effective date
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.