1,853 material Form 8-K filings that 1,500 companies we cover made with the SEC in September 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).
PMV Pharma agreed on August 31, 2026 to sell 22,055,000 shares and pre-funded warrants for 19,900,000 shares, each sold with a warrant, at a combined price of $1.21 per share, with warrants for 41,955,000 shares in total. The company estimates net proceeds of about $47.0 million and expects the offering to close on September 2, 2026. The warrants' exercise price can reset after an FDA decision accepting the rezatapopt New Drug Application, which could increase the number of shares issuable and add dilution for existing shareholders.
Offering includes 22,055,000 shares and pre-funded warrants for 19,900,000 shares, plus accompanying warrants for 41,955,000 shares, at a combined price of $1.21
Gross proceeds expected to be about $50.8 million; estimated net proceeds about $47.0 million; closing expected September 2, 2026
Warrants have a $1.21 initial exercise price and a five-year term; exercise price resets to the greater of 33% of the initial price or a VWAP-based level after the FDA NDA acceptance announcement for rezatapopt
Company believes proceeds plus existing cash will fund operations and capital expenditures into the first quarter of 2028, excluding any underwriters' option exercise
Moderna completed a private offering of $3.0 billion in 0.00% convertible senior notes due March 1, 2032, including the full exercise of a $400 million option for additional notes. The notes carry no regular interest, and the company expects about $285.0 million of net proceeds to go toward the cost of capped call transactions, with the rest for general corporate purposes, which may include oncology growth and debt repayment.
Offering size: $3.0 billion aggregate principal, including $400 million from the initial purchasers' option, completed September 1, 2026
Initial conversion price of about $210.58 per share, a 47.5% premium over the $142.77 closing price on August 27, 2026
Capped call transactions cost approximately $285.0 million; estimated net proceeds are about $2,957.3 million including the option
Notes may not be redeemed before September 6, 2029, except in a cleanup redemption
On August 31, 2026, Spire Inc. entered into a $400 million delayed draw senior unsecured term loan agreement with a group of banks led by Mizuho Bank and U.S. Bank. The company may request up to four borrowings for general corporate purposes until the earliest of full utilization, the fourth borrowing, or December 31, 2026, which gives it committed borrowing capacity but does not by itself state any amount drawn.
Facility size: $400 million of senior unsecured term loan commitments
Borrowing window ends on the earliest of full utilization, the fourth borrowing, or December 31, 2026
Interest at a base rate or Adjusted Term SOFR plus 0.80% per annum; loans mature 364 days after the effective date
Requires a consolidated capitalization ratio of no more than 70% at each fiscal quarter end
Calumet's subsidiary Montana Renewables amended its loan guarantee agreement with the U.S. Department of Energy on August 28, 2026, reducing the maximum loan principal to $815.8 million from $1.44 billion as the Great Falls expansion shifts to repurposing existing equipment. The company says remaining expansion capital is $137 million, to be funded from Montana Renewables earnings with no third-party equity, and targets about 200 million gallons of annual SAF production by year-end 2028. Lower capital needs and no dilution stand against a smaller project, which the company says captures about 70% of the originally expected benefit.
Maximum DOE loan principal reduced to $815.8 million and capitalized interest cap to $232.8 million.
Remaining expansion capital is $137 million, versus the $1.2 billion original Phase 2 plan.
Phase 2 DOE funding cut from up to $658 million to a single final draw of $34 million.
Target of about 200 million gallons of annual SAF production and 17,000 barrels per day of total product sales by year-end 2028.
Chegg repaid the remaining $33.9 million of its 0% convertible senior notes due September 1, 2026, at maturity, leaving it with no outstanding debt. Pro forma for the repayment, the company would have had about $38 million in cash, cash equivalents, and investments, compared with $72 million reported as of June 30, 2026.
Repaid $33.9 million principal of 0% convertible senior notes due September 1, 2026, at maturity
Company states it now has no outstanding debt
Cash, cash equivalents, and investments of $72 million as of June 30, 2026; about $38 million pro forma for the repayment
McEwen Inc.'s 46.3%-owned subsidiary, McEwen Copper, closed a $240 million senior secured four-year term loan on August 27, 2026, to fund engineering and early works at the Los Azules copper project and for general corporate purposes. The loan bears 12.0% annual interest, and lenders also received 5-year warrants exercisable at $40 per share, which could dilute holders of McEwen Copper shares. A final investment decision and full project financing are expected in mid-2027.
Lenders include Sprott Natural Resource Investment Partners ($112 million), Rob McEwen, Chairman and Chief Owner ($85 million), and other lenders ($43 million).
Interest is 12.0% per annum, payable monthly; prepayment in full or part carries a fee of 5% of remaining principal.
Lenders received 15,000 5-year McEwen Copper warrants for each $1 million of principal, with an exercise price of $40 per share.
Final investment decision and full project financing are expected in mid-2027; commercial copper cathode production is targeted for 2030.
Caterpillar and its finance arms signed a new $3.5 billion 364-day revolving credit facility and amended and extended two existing multi-year facilities, worth $3.0 billion and $5.0 billion. The facilities are available for general corporate purposes, and the borrowers had not drawn on them as of the filing date. The filing describes these as replacements and extensions of 2025 agreements, with covenants that include a minimum Caterpillar consolidated net worth of $9 billion.
364-day unsecured facility of $3.5 billion, expiring August 26, 2027, replaces the 2025 version
Three-year facility of $3.0 billion extended to August 27, 2029
Five-year facility of $5.0 billion extended to August 27, 2031
No borrowings under the facilities as of the filing date; Caterpillar must keep consolidated net worth of at least $9 billion
Idaho Copper reported on its fiscal second quarter ended July 31, 2026, citing its July 2, 2026 move to the NYSE American and an underwritten offering with approximately $18.0 million in gross proceeds. The company said it had about $12.1 million of cash on hand and expects to release an updated Preliminary Economic Assessment for its CuMo project in the near term. The filing reports no revenue, profit, or guidance figures, so the financial effect on shareholders is not quantified.
Common stock and publicly traded warrants began trading on the NYSE American on July 2, 2026 under COPR and COPR WS
Underwritten public offering with aggregate gross proceeds of approximately $18.0 million
Approximately $12.1 million of cash on hand, per CEO Andrew Brodkey
Bruce Harmon appointed Chief Financial Officer; updated PEA expected in the near term and will supersede the 2020 PEA
Revolution Medicines agreed on August 27, 2026 to lease four buildings totaling about 672,000 rentable square feet in Redwood City, California, for its new headquarters. The leases carry about $2.7 million in monthly base rent at full commencement, with about $115.9 million in landlord tenant improvement allowances, and are contingent on the landlords acquiring the properties.
Four leases cover about 672,000 rentable square feet at 1600, 1700, 1800 and 1900 Seaport Boulevard, with commencement dates from September 26, 2027 through September 1, 2028.
Initial lease terms end in September 2042, with three five-year extension options.
Aggregate base rent starts at about $2.7 million per month, rising about 3% annually, with about $23.1 million in base rent abatement through January 2030.
Leases are effective only if the landlords complete the Phase II Closing; they terminate automatically if it has not occurred by April 29, 2027.
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.