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).
Passage Bio and Remix Therapeutics signed an amended and restated merger agreement on September 2, 2026, changing the deal to a two-step merger structure and allowing part of the private placement to be funded with pre-funded warrants. The company said the amendment does not otherwise change the economic terms, such as the equity values, the minimum proceeds, the termination fees, or the December 24, 2026 outside date. Shareholders should note that the filing describes a pending transaction that remains subject to closing conditions and a stockholder vote.
Amended and restated merger agreement dated September 2, 2026 uses a two-step merger structure, with Remix becoming a wholly owned subsidiary of Passage Bio.
Remix's subscription agreement now allows investors to buy pre-funded warrants instead of common stock, for an aggregate subscription amount of approximately $70.0 million.
Purchase prices are $1.3861 per share and $1.3860 per pre-funded warrant.
The outside date remains December 24, 2026, and the registration statement is due within 30 calendar days after the Second Merger takes effect.
Apogee Enterprises signed a Share Purchase Agreement on September 2, 2026, to acquire 100% of Latvian glass coatings provider Groglass through a newly formed subsidiary. The deal values Groglass at approximately €62.5 million on a cash-free, debt-free basis, including up to €10 million of earnout payments tied to financial targets over three years. The company expects to fund the deal with cash on hand and its existing credit facility, and closing is expected in its fiscal 2027 third quarter.
Price: up to €62.5 million (approximately $72.5 million), including up to €10 million (approximately $11.6 million) payable over three years if Groglass meets financial targets
Groglass is expected to contribute over $30 million in revenue in the first 12 months at an adjusted EBITDA margin of approximately 25%
Integration plan identifies at least $4 million of annualized cost synergies and operating improvement opportunities, expected within three years
Closing is subject to customary conditions and is expected in the third quarter of fiscal 2027
Sensient Technologies and its subsidiary Sensient Receivables entered into an amended trade receivables securitization program on August 31, 2026, adding PNC Bank as a purchaser and administrative agent. The facility limit rises from $105 million to $115 million, and the termination date moves to August 30, 2027. The filing describes a financing agreement and does not report any results or changes to earnings.
Facility limit increased from $105 million to $115 million
Termination date extended to August 30, 2027
PNC Bank added as a purchaser and administrative agent; Wells Fargo Bank remains a purchaser
Amendment dated August 31, 2026, filed as Exhibit 10.1
BioRestorative Therapies filed a Nevada certificate of change for a 1-for-20 reverse stock split of its common stock, effective 4:30 p.m. Eastern on September 7, 2026, with the Board approving it on August 27, 2026 without stockholder approval. The company says the split is intended to regain compliance with the $1.00 minimum bid price requirement for continued listing on the Nasdaq Capital Market, and that each stockholder's ownership percentage will remain unchanged apart from fractional share rounding.
Every 20 shares of common stock will become one share; trading on a split-adjusted basis begins September 8, 2026 under BRTX with new CUSIP 090655705.
Shares outstanding will fall from 27,622,556 to approximately 1,381,128, and authorized common shares will drop from 1,500,000,000 to 75,000,000.
The split is intended to regain compliance with Nasdaq Listing Rule 5550(a)(2), the $1.00 minimum bid price requirement.
JATT III Acquisition Corp, a blank check company, closed its initial public offering on August 27, 2026, selling 6,900,000 ordinary shares at $10.00 per share for gross proceeds of $69,000,000, including the full exercise of the underwriters' over-allotment option. The company also sold 234,000 private placement shares to its sponsor, JATT Ventures III L.P., for $2,340,000, and placed $69,000,000 in a trust account for public shareholders. The company has 24 months to complete a business combination and has not yet selected a target.
IPO: 6,900,000 ordinary shares at $10.00 per share, gross proceeds of $69,000,000, closed August 27, 2026
Private placement: 234,000 shares to JATT Ventures III L.P. for $2,340,000
Trust account: $69,000,000 ($10.00 per public share) deposited as of August 27, 2026
Completion window: 24 months from the IPO closing; no business combination target selected
American Healthcare REIT (AHR) said Aric Chang, Chief Financial Officer, Real Estate at Public Storage, will become its CFO effective October 1, 2026, succeeding Brian Peay, who is retiring. Peay will remain CFO through September 30, 2026, and will then serve as a non-employee consultant through April 15, 2027. The filing describes a finance leadership change at the company, with no financial results or guidance included.
Aric Chang, age 47, joins as CFO effective October 1, 2026, after serving as CFO, Real Estate at Public Storage since May 2023
Chang's offer includes a $500,000 base salary, a target bonus of 100% of base salary, and a 2027 long-term incentive with a target grant date fair value of $1,000,000
Brian Peay, CFO since 2016 per the press release, retires effective September 30, 2026, and receives a $45,000 COBRA reimbursement and accelerated vesting of 18,159 restricted shares
VenHub Global disclosed a $100 million equity purchase agreement with Euphoria Capital, under which the company may sell new common stock to the investor at its discretion. The company also reported on September 1, 2026 that Nasdaq notified it that its shares have closed below $1.00 for 30 consecutive business days, so it no longer meets Nasdaq's minimum bid price requirement. The new share sales could dilute existing shareholders, and the Nasdaq notice creates a compliance deadline the company may not meet.
Equity Purchase Agreement with Euphoria Capital allows VenHub to require purchases of up to $100,000,000 of common stock, with the commitment period ending no later than 24 months after August 26, 2026.
VenHub will issue 800,000 Commitment Shares to the investor, and it cannot issue put shares above 18,278,571 until it obtains shareholder approval required by Nasdaq Rule 5635(d).
Nasdaq notice received September 1, 2026 cites a closing bid price below $1.00 for the last 30 consecutive business days.
VenHub has until March 1, 2027 to regain compliance, and the filing says there can be no assurance it will do so.
Fold Holdings notified its investor on August 27, 2026 that it is terminating the Equity Purchase Facility, which had committed up to $250 million in new common stock purchases. No advance notices were outstanding, and the company said it paid no prepayment fees or penalties; it ended the facility to keep the option of alternative financing. The company also said it set October 22, 2026 for a special shareholder meeting on matters in its August 7, 2026 preliminary proxy statement.
Termination takes effect September 3, 2026; no advance notices were outstanding at the time of notice
The facility had a commitment of up to $250 million in newly issued common stock, drawn at the company's discretion
No prepayment fees or penalties were incurred
Special shareholder meeting set for October 22, 2026; record date September 4, 2026
Corvex closed a private placement on September 2, 2026, selling 3,904,970 common shares at $7.75 per share and 353.098 shares of Series D Non-Voting Convertible Preferred Stock at $7,750 per share. The company says the roughly $33 million in gross proceeds will fund expansion of its critical IT power capacity from about 1.5 MW to about 8 MW by year-end 2026, with a right of first refusal on another 12.5 MW. Because the company must file a registration statement for resale of the shares by October 2, 2026, the new shares may later become available for sale in the market.
Common stock sold at $7.75 per share; Series D Preferred sold at $7,750 per share, with closing on September 2, 2026
Press release cites about $33 million in gross proceeds before fees and expenses, and pro forma cash of about $55 million versus $22 million as of June 30, 2026
Goldman Sachs, Morgan Stanley and Oppenheimer are joint lead placement agents; the company agreed to pay placement fees
Resale registration statement due to the SEC by October 2, 2026
Solidion Technology Inc. expanded its board from four to seven members on August 31, 2026, appointing Mark Schwartz, Kimi L. Ellen and Dante W. Robinson as directors. The filing says the appointments restored the audit committee to the three-director minimum required by Nasdaq, and the board set new non-employee director pay. The filing reports no financial results.
Board increased from four to seven members on August 31, 2026; Schwartz as Class I, Ellen as Class II, Robinson as Class III director.
Audit Committee now includes Tjon (Chair), Ellen, Robinson and Schwartz; the company says it regained compliance with Nasdaq Rule 5605(c)(2)(A).
Non-employee directors will receive an annual RSU grant valued at $100,000 plus quarterly committee cash pay; Ellen and Schwartz received 4,296 RSUs each for service since September 1, 2026.
Zoom Communications appointed Jeff Epstein, former Oracle executive vice president and chief financial officer, to its Board of Directors and to the Audit Committee, effective August 31, 2026. Director Jonathan Chadwick notified the company on September 1, 2026 that he will resign from the board effective November 19, 2026, and the filing says the resignation was not due to any disagreement with the company. The filing reports no financial results or guidance.
Jeff Epstein appointed Class I director, term expiring at the 2029 annual meeting, and joined the Audit Committee
Epstein's initial RSU grant has a target value of $213,219, vesting before the 2027 annual meeting
Jonathan Chadwick resigns from the board effective November 19, 2026, with no disagreements cited
Kroger appointed Mark Ibbotson, 63, as Executive Vice President and Chief Store Operations Officer, effective September 14, 2026. He previously held roles at Walmart U.S. and Asda, and has been a Senior Advisor for McKinsey & Company for the last four years. The filing sets his base salary at $1,000,000 and a current total target long-term equity value of $5 million.
Appointment made August 31, 2026; effective September 14, 2026.
Annual base salary of $1,000,000 and an incentive bonus target of 110% of base salary, pro-rated for 2026.
Equity package includes $1.25 million in restricted shares, $1.25 million in performance units under the 2026-2028 plan, and $1 million in restricted shares, all to be awarded in December 2026.
Prior experience at Walmart U.S. and Asda since 2004, including Executive Vice President of Central Operations and Realty.
Matrix Service Company reported fourth-quarter fiscal 2026 revenue of $244.5 million, up from $216.4 million a year earlier, and net income of $1.1 million, or $0.04 per share, compared with a net loss of $11.3 million in the prior-year quarter. For the full fiscal year, the company still posted a net loss of $2.6 million, or $(0.09) per share, but that was narrower than the $(1.06) per share loss in fiscal 2025.
Q4 fiscal 2026 revenue was $244.5 million versus $216.4 million, the highest quarterly revenue in six years according to the company.
Q4 net income was $1.1 million, or $0.04 per share, versus a net loss of $11.3 million, or $(0.40) per share; adjusted net income was $4.6 million, or $0.16 per share.
Full-year fiscal 2026 revenue was $873.6 million versus $769.3 million; full-year adjusted net income per share was $0.26 versus $(0.93).
Total backlog was $953.2 million at June 30, 2026, and the company reported no outstanding debt with liquidity of $283.9 million.
VolitionRx entered a waiver and consent with its lender Lind Global Asset Management XII on September 2, 2026. Lind agreed that all at-the-market (ATM) stock sales, including amounts above the $10 million annual cap, count as permitted sales and waived related default and remedy rights tied to those sales. The waiver removes a potential default risk for the company while it sells shares under its ATM program, but it also means share sales above the prior cap can proceed without the lender's objection.
Lind consented to all ATM Agreement sales, including amounts above $10 million in a calendar year, as Permitted ATM Sales.
Lind waived remedies tied to ATM sales under the Purchase Agreement and both Notes, including rights to accelerate amounts due.
Conversion Price of the Notes and Exercise Price of the Warrants were adjusted for ATM sales through August 28, 2026; sales after that date are excluded from adjustment.
The Notes are $7.5 million (May 15, 2025) and $2.4 million (January 7, 2026); the warrants cover 651,042 and 350,018 shares.
J.Jill, Inc.'s Board of Directors declared a quarterly cash dividend of $0.09 per share on September 2, 2026. The dividend is payable October 7, 2026 to holders of record as of September 23, 2026, and the filing includes no earnings, sales or guidance figures.
Quarterly cash dividend of $0.09 per share declared September 2, 2026
Payable October 7, 2026
Record date for stockholders is September 23, 2026
Cal-Maine Foods entered a Second Amended and Restated Credit Agreement dated August 31, 2026, with BMO Bank N.A. as administrative agent, providing a senior unsecured revolving credit facility of up to $250 million. As of September 1, 2026, nothing had been borrowed under the facility and $5.9 million in standby letters of credit had been issued, and the facility matures August 31, 2031. The filing does not describe a new borrowing, but it sets the terms under which the company can borrow, including covenants that limit dividends and share repurchases.
Revolver of up to $250 million, with a $25 million sublimit for standby letters of credit and a $25 million sublimit for swingline loans
No amounts borrowed as of September 1, 2026; $5.9 million in standby letters of credit issued
Five-year term maturing August 31, 2031; amends and restates the credit agreement dated November 15, 2021
Covenants include a maximum Total Funded Debt to Capitalization Ratio of 50% tested quarterly and a minimum Tangible Net Worth of $1.5 billion plus 50% of consolidated net income (if positive) less permitted restricted payments
Inflection Point Acquisition Corp. VIII, a blank-check company (SPAC), closed its initial public offering of 28,750,000 units at $10.00 per unit on August 31, 2026, including the full exercise of the underwriters' over-allotment option, for gross proceeds of $287,500,000. Concurrently, the company sold 8,000,000 private placement warrants for $8,000,000, and $287,500,000 of the proceeds was placed in a trust account that generally cannot be released until a business combination is completed or shareholders redeem their shares.
IPO closed August 31, 2026: 28,750,000 units at $10.00 each, $287,500,000 gross proceeds
Private placement: 8,000,000 warrants at $1.00 each for $8,000,000, sold to the sponsor (5,000,000) and Cohen & Company Capital Markets (3,000,000)
Trust account holds $287,500,000, including up to $13,687,500 of the underwriters' deferred discount; annual withdrawals for working capital are limited to $1,000,000
Steven Tannenbaum, William J. Liquori and William Denkin appointed independent directors on August 27, 2026; units began trading as IPHXU on August 28, 2026
In an investor webinar presentation furnished under Regulation FD, 20/20 Biolabs said Q2 2026 was its best quarter to date for cancer testing revenue, up 47% year over year. The presentation also described two preliminary, non-binding discussions with senior FDA personnel on August 25-26, 2026, which the company said did not constitute formal FDA feedback, concurrence or authorization.
Q2 2026 cancer testing revenue up 47% year over year, per the company's sales update
29 orders from new accounts; Maryland Firefighter Cancer Screening Program up more than 200% over 2025
Two in-person FDA discussions held August 25-26, 2026; company says no formal FDA feedback or authorization was given
Presentation used in the investor webinar held September 2, 2026 (Exhibit 99.1)
Hershey appointed Dave Hulays, currently Senior Vice President, Finance, as Senior Vice President and Chief Financial Officer, effective September 2, 2026, replacing Steven Voskuil, who will stay on as Senior Vice President, Strategic Projects until he retires in the first quarter of 2027. The filing describes a change in the company's principal financial officer and sets out Hulays's compensation, but it does not report any financial results.
Hulays has been with Hershey since March 2012 and served as Senior Vice President, Finance since May 2025.
Hulays's offer letter provides a base salary of $725,000 and a target long-term incentive of $2 million.
Hulays's target 2026 annual incentive is 85% of base salary until his appointment date and 100% thereafter.
Voskuil remains with the company as Senior Vice President, Strategic Projects until his retirement in the first quarter of 2027.
Murphy USA appointed Anish K. Shah as Vice President & Controller effective September 1, 2026, and he will also serve as principal accounting officer. Donald R. Smith, Jr., the Chief Financial Officer and Treasurer, stops serving as principal accounting officer on the same date.
Anish K. Shah, age 53, was appointed by the Board on August 31, 2026, effective September 1, 2026.
Shah's offer letter sets an annual base salary of $360,000, a 50% target cash bonus and an 80% target long-term equity award, as a percentage of base salary.
Shah will receive a one-time $25,000 cash sign-on bonus and is eligible for a relocation benefit under Company policy.
Shah previously was an Assurance Partner at PricewaterhouseCoopers LLP and retired from PwC in 2026.
Southern Cross Acquisition II Corp., a blank check company, closed its initial public offering on August 27, 2026, selling 7,652,630 units at $10.00 each. The company placed $76,717,616 in a trust account for public shareholders, and its auditor flagged substantial doubt about its ability to continue as a going concern, tied to a 12-month deadline to complete a business combination. The filing states that no target business has been selected.
IPO of 7,652,630 units at $10.00 per unit, generating gross proceeds of $76,526,300, including a partial over-allotment exercise of 152,630 units
Private sale of 224,932 units at $10.00 per unit, generating $2,249,320, to the sponsor and D. Boral Capital LLC
$76,717,616 placed in trust account with Equiniti Trust Company, LLC as trustee
Auditor TAAD, LLP included a going concern paragraph; the company must complete a business combination within 12 months of the IPO closing
Microsoft said on September 2, 2026 that it will replace its three reporting segments with two, Agents and Infra and Devices and Consumer, beginning in fiscal 2027. The filing restates prior-period results to the new structure and says the total company FY27 Q1 revenue outlook is unchanged, with the segment split adjusted mechanically.
Three segments (Productivity and Business Processes, Intelligent Cloud, More Personal Computing) become two: Agents and Infra, and Devices and Consumer, starting in FY27.
Restated FY26 revenue: Agents and Infra $268.1 billion and Devices and Consumer $63.7 billion, totaling $331.8 billion.
Adjusted FY27 Q1 outlook: Agents and Infra revenue of $75.15 to $75.75 billion and Devices and Consumer revenue of $14.7 to $15.2 billion; total company outlook shown as no change.
Azure, Microsoft 365 commercial cloud and LinkedIn metrics are redefined, with some revenue moved between product lines.
Cypherpunk Technologies received a Nasdaq letter on September 2, 2026 confirming it has regained compliance with the minimum bid price requirement, closing the matter. The company had received a notice on July 20, 2026 after its stock closed below $1.00 for 30 consecutive business days.
Nasdaq notice dated July 20, 2026 cited a closing bid price below $1.00 per share for 30 consecutive business days.
On September 2, 2026, Nasdaq notified the company it regained compliance with Listing Rule 5550(a)(2).
Nasdaq has closed the matter, so the listing deficiency is resolved.
Lowe's appointed five executive officers, effective September 1, 2026, including a new chief information and AI officer and chief marketing officer. The company says the roles are meant to connect its Pro, digital, loyalty, fulfillment and Home Services capabilities and to speed up growth work. The filing gives no financial figures or compensation terms for the appointments.
Five executive vice president appointments were made on August 28, 2026, effective September 1, 2026.
Appointees include Joseph M. McFarland III (Pro and Home Services), Quonta D. Vance (Stores) and Seemantini Godbole (Chief Information and AI Officer).
Adam D. Filipponi takes the role of Strategy and Business Development, and Jennifer E. Wilson becomes Chief Marketing Officer.
The filing does not disclose compensation terms or any departing officers.
Broadcom reported unaudited third-quarter fiscal 2026 results for the quarter ended August 2, 2026, with revenue of $29.6 billion, up 86% from a year earlier, and GAAP diluted EPS of $2.68, up from $0.85. The company guided fourth-quarter revenue to approximately $34.8 billion, up 93% year over year, and declared a $0.65 per share quarterly dividend, which shareholders of record on September 21, 2026 will receive on September 30, 2026.
Q3 net revenue $29.6 billion, up 86% year over year; AI semiconductor revenue $16.7 billion, up 221%
GAAP net income $13.1 billion and diluted EPS $2.68 vs. $0.85 a year earlier; non-GAAP diluted EPS $3.32
Q3 free cash flow $13.7 billion; cash and cash equivalents $24.0 billion at quarter end
Q4 revenue guidance about $34.8 billion; quarterly dividend $0.65 per share payable September 30, 2026
PVH reported second quarter 2026 revenue of $2.097 billion, down 3% from the prior year and in line with its guidance. The company posted a GAAP loss of $(2.23) per share after a $439 million noncash goodwill impairment, while non-GAAP EPS of $3.70 exceeded its $3.00 to $3.10 guidance, helped by a $1.80 per share benefit from tariff refunds. PVH reaffirmed its full year 2026 revenue, operating margin and non-GAAP EPS outlook, and named Alexis Rollier as its new Chief Financial Officer.
Q2 revenue was $2.097 billion, down 3% year over year; EMEA fell 6% and Americas fell 1%
GAAP EPS was $(2.23), including a $439 million pre-tax noncash goodwill impairment; non-GAAP EPS was $3.70 versus $2.52 a year earlier
Non-GAAP EPS included about $1.80 per share from $107 million of tariff refunds
Full year 2026 non-GAAP EPS outlook reaffirmed at $11.80 to $12.10; Alexis Rollier named CFO
IRIDEX received a Nasdaq notice on August 27, 2026 saying its stock had closed below the $1.00 minimum bid price for 30 consecutive business days. The company has until February 23, 2027 to regain compliance, and the filing says the notice has no immediate effect on the stock's listing or trading.
Nasdaq notice received August 27, 2026 for the $1.00 minimum bid price requirement on the Nasdaq Capital Market
Cure period runs 180 calendar days to February 23, 2027; compliance requires a closing bid of at least $1.00 for 10 consecutive business days
If not cured, the company may qualify for a second 180-day period, which may require a reverse stock split; otherwise delisting proceedings and an appeal right would follow
On September 1, 2026, INNOVATE completed the merger of HC2 Broadcasting Holdings into a CONX subsidiary, giving CONX a 75% ownership interest and control of HC2, while INNOVATE keeps 25%. The $105 million bridge loan, including accrued interest, was extinguished, and INNOVATE will no longer control its Broadcasting segment, though it retains a minority stake and an option to buy up to an additional 15%.
CONX holds 75% of HC2 and INNOVATE holds 25%, subject to possible post-closing adjustments.
CONX committed up to $75 million of equity to HC2, with about $3.7 million funded at closing.
The $105 million bridge loan facility and accrued interest were extinguished at closing.
INNOVATE's Innovate Director holds one of three board seats; CONX affiliates appoint the majority.
EGH Acquisition Corp. and Hecate Energy said the lender litigation naming EGH as a defendant has been resolved, after the parties signed a mutual release and settlement agreement on August 27, 2026. The companies said the business combination remains on track and now expects it to close in the first quarter of 2027, and that Hecate is in discussions with potential interim investors for additional capital.
EGH was added as a defendant in a declaratory judgment claim on March 5, 2026, in a Delaware Court of Chancery suit brought by NEC Fund VI HE Lender entities.
The parties entered a mutual release and settlement agreement on August 27, 2026, and intend to file a motion to dismiss the suit.
The business combination values Hecate at a pre-money enterprise value of approximately $1.2 billion and is expected to close in early Q1 2027, subject to EGH shareholder approval.
Hecate is in discussions with potential interim investors regarding additional capital.
Attovia Therapeutics reported a second quarter 2026 net loss of $20.7 million, up from $14.4 million a year earlier, as research and development expenses rose to $18.9 million. The company recorded $0.5 million of collaboration revenue, compared with none in the prior-year quarter. The company said its cash, plus about $305.4 million of net proceeds from its August 2026 IPO, will fund operations into 2030.
Net loss of $20.7 million for the quarter ended June 30, 2026, vs. $14.4 million a year earlier; net loss per share of $4.88 vs. $3.71
Collaboration revenue of $0.5 million, vs. none in Q2 2025, tied to the EndPath RadioTherapeutics license agreement
R&D expenses of $18.9 million vs. $13.6 million; G&A expenses of $3.3 million vs. $3.0 million
Cash, cash equivalents and marketable securities of $115.1 million at June 30, 2026, vs. $152.3 million at December 31, 2025; IPO net proceeds of about $305.4 million
Five Below reported second-quarter fiscal 2026 net sales up 22.9% to $1.26 billion and raised its full-year 2026 sales and EPS outlook. GAAP diluted EPS of $3.99 includes a $163.6 million pre-tax benefit from IEEPA tariff refunds, while adjusted diluted EPS was $1.68. The board also approved a new $600 million share repurchase program.
Q2 net sales rose 22.9% to $1.26 billion; comparable sales rose 14.1%; adjusted diluted EPS was $1.68 versus $0.81 a year earlier
Full-year 2026 net sales outlook raised to $5.63 billion to $5.71 billion from $5.40 billion to $5.48 billion; adjusted diluted EPS outlook raised to $9.83 to $10.31 from $8.65 to $9.05
Board approved on August 29, 2026 a repurchase program of up to $600 million, replacing remaining capacity under the November 27, 2023 program
EVI Industries completed its acquisition of Sudsies on September 1, 2026, and formed a consumer garment care services division. Amendments dated August 31, 2026 changed the purchase prices for two related agreements to all cash, so no Common Stock will be issued for them. Management expects the transaction to be accretive to earnings for the fiscal year ending June 30, 2027.
Closings of the asset purchases occurred on September 1, 2026; the company announced them on September 2, 2026.
Purchase price under the Transaction C agreement changed from $800,000 cash plus $100,000 in Common Stock to $900,000 all cash.
Purchase price under the Transaction D goodwill agreement changed from $6,624,778 cash plus $500,000 in Common Stock to $7,124,778 all cash.
After closing, the company paid about $1.9 million to vehicle lessors and reimbursed Jason Loeb $860,000 for cash bonuses paid to Sudsies employees.
AIG said Executive Chair Peter Zaffino will leave his Executive Chair role and the Board effective September 15, 2026, and become a Senior Advisor to CEO Eric Andersen. Lead Independent Director John Rice will become Board Chair on the same date. The company said the move is not due to any disagreement with management, the Board, or on its operations, policies or practices, and that Zaffino's pay is unchanged under an amended employment agreement.
Peter Zaffino steps down as Executive Chair and Board member effective September 15, 2026, and becomes Senior Advisor to the CEO.
John Rice, Lead Independent Director since January 2023 and a Board member since March 2022, becomes Board Chair effective September 15, 2026.
An amendment to Zaffino's employment agreement, dated September 1, 2026, confirms no change to his compensation under the agreement.
The full amendment will be filed as an exhibit to the Form 10-Q for the quarter ended September 30, 2026.
Cogent Biosciences entered into a Commercial Supply Agreement dated September 1, 2026 with Hovione FarmaCiencia S.A. to manufacture bezuclastinib spray-dried dispersion and tablets. The agreement sets a five-year initial term with automatic two-year renewals, giving the company a defined manufacturing relationship for its product.
Agreement dated September 1, 2026 with Hovione FarmaCiencia S.A. for bezuclastinib spray-dried dispersion and tablets
Initial term of five years, followed by automatic two-year renewals
Company buys minimum percentages of its requirements from Hovione, with percentages decreasing over the term
Full agreement to be filed as an exhibit to the 10-Q for the quarter ending September 30, 2026, with some information omitted
C3 AI reported fiscal first quarter 2027 results for the quarter ended July 31, 2026. Revenue fell from $70.3 million a year earlier, while the GAAP net loss narrowed to $92.8 million and free cash flow turned positive at $2.1 million. The company guided second-quarter revenue to $51.0 million to $55.0 million and full-year fiscal 2027 revenue to $210.0 million to $240.0 million.
Total revenue was $52.4 million, compared with $70.3 million in the same quarter a year earlier.
GAAP net loss per share was $(0.60), versus $(0.86) a year earlier; non-GAAP net loss per share was $(0.20), versus $(0.37).
Free cash flow was $2.1 million, compared with negative $34.3 million a year earlier; cash and marketable securities totaled $651.1 million.
Full-year fiscal 2027 revenue guidance is $210.0 million to $240.0 million, and second-quarter guidance is $51.0 million to $55.0 million.
On September 1, 2026, Coinbase Global increased its board from nine to ten directors and appointed Anthony Armstrong, effective immediately, to serve on the Audit and Compliance Committee. The filing describes routine director terms and compensation under the existing non-employee director program, with no financial results or guidance included.
Board size increased from nine to ten directors on September 1, 2026, and Anthony Armstrong appointed effective immediately
Armstrong will serve on the Audit and Compliance Committee until the 2027 annual meeting or until a successor is elected
Compensation follows the non-employee director program; Coinbase also entered its standard indemnification agreement with him
Argan reported record second-quarter fiscal 2027 results for the three months ended July 31, 2026, with revenue up 61.5% year over year to $384.0 million and net income of $53.3 million, or $3.76 per diluted share, versus $2.50 a year earlier. Project backlog fell to about $2.5 billion from $2.9 billion at January 31, 2026, and the company reported no debt, which may matter to shareholders assessing future revenue visibility.
Q2 revenue rose $146.2 million to $384.0 million; gross margin was 19.3% versus 18.6% a year earlier
Diluted EPS was $3.76 versus $2.50; quarterly cash dividend per share was $0.500 versus $0.375
Project backlog was about $2.5 billion at July 31, 2026, down from $2.9 billion at January 31, 2026
Cash, cash equivalents and investments totaled $1.03 billion, and the company reported no debt
Petco reported second-quarter 2026 net sales of $1.5 billion, roughly flat year over year, with comparable sales up 0.6%. Net income rose to $38.7 million from $14.0 million, helped by a net $6.8 million benefit from IEEPA tariff refunds, and the company reaffirmed its full-year 2026 net sales and Adjusted EBITDA outlook.
Net sales were $1.5 billion, up 0.05%; comparable sales rose 0.6%, the second straight quarter of positive comps.
Operating income rose 11.1% to $47.8 million, and diluted earnings per share were $0.13 versus $0.05 a year earlier.
Adjusted EBITDA was $122.2 million versus $113.9 million; excluding the tariff refund benefit, it was $115.4 million.
Full-year 2026 Adjusted EBITDA outlook of $415 million to $430 million was reaffirmed; Q3 Adjusted EBITDA is expected at $100 million to $103 million. A further $75 million debt prepayment was made after the quarter.
Netskope reported second-quarter fiscal 2027 revenue of $220.5 million, up 29% from a year earlier, and annual recurring revenue of $899 million, up 27%. GAAP net loss rose to $110.8 million from $90.3 million, though GAAP loss per share narrowed to $0.27 from $0.84 because of a higher share count, and it also gave full-year revenue guidance of $888 million to $892 million.
Q2 revenue $220.5 million, up 29% year-over-year from $170.8 million
GAAP loss from operations $89.8 million, versus $46.0 million a year earlier
Non-GAAP net loss $13.7 million, or $(0.03) per share, versus $(0.32) a year earlier
Q3 revenue guidance $227 million to $229 million; full-year revenue guidance $888 million to $892 million
Vail Resorts board member Sue Decker told the board she will not seek reelection when her term ends at the 2026 Annual Meeting of Stockholders, after eleven years of service. The company said her decision was not due to any disagreement with the company, and the board will shrink to nine members at that meeting, with a search for a new independent director underway.
Sue Decker informed the board on September 2, 2026 that she will not stand for reelection
Her term ends at the 2026 Annual Meeting of Stockholders; she will serve on the Compensation Committee until then or until the board decides otherwise
Board size will fall to nine members effective at the 2026 Annual Meeting, with a new independent director expected in early 2027 to return it to ten
Snowflake reported second-quarter fiscal 2027 results for the quarter ended July 31, 2026, with revenue of $1.55 billion, up 35% year over year. It raised full-year fiscal 2027 product revenue guidance to $6,070 million, up from $5,840 million, and raised non-GAAP operating margin guidance to 14.5%. The quarter also included a GAAP operating loss of $263.0 million, which shareholders should weigh against the growth and guidance increase.
Q2 revenue was $1.55 billion, up 35% year over year; product revenue was $1.49 billion, up 37%.
Full-year fiscal 2027 product revenue guidance was raised to $6,070 million (36% growth) from $5,840 million (31% growth).
Full-year non-GAAP operating margin guidance was raised to 14.5% from 13.5%.
Q2 GAAP operating loss was $263.0 million (negative 17.0% margin); non-GAAP operating income was $237.0 million (15.3% margin).
Scribe Therapeutics reported second quarter 2026 results for the period ended June 30, 2026. Net loss narrowed to $6.5 million from $9.9 million a year earlier, but collaboration revenue fell to $1.9 million from $4.9 million. The company said its July 2026 IPO and concurrent Sanofi private placement, with about $140.6 million of net proceeds, extend its funding into the first half of 2029.
Net loss of $6.5 million, or $2.62 per share, versus $9.9 million, or $4.08 per share, a year earlier
Collaboration revenue of $1.9 million versus $4.9 million; research and development expenses of $8.8 million versus $13.9 million
Cash, cash equivalents and marketable securities of $43.0 million at June 30, 2026, plus about $140.6 million of net IPO and private placement proceeds
ChargePoint reported fiscal second-quarter 2027 results for the period ended July 31, 2026, with revenue up 18% year over year and GAAP net loss down 46%. The company also gave third-quarter revenue guidance of $105 million to $115 million, and said the GAAP and non-GAAP gross margins included a 4 percentage point benefit from tariff refunds.
Revenue was $116.1 million, up 18% from $98.6 million a year earlier; subscription revenue was $43.7 million, up 10%.
GAAP net loss was $35.6 million, or $1.35 per share, versus $66.2 million a year earlier; non-GAAP net loss was $9.2 million versus $33.0 million.
Third-quarter fiscal 2027 revenue guidance is $105 million to $115 million; cash and restricted cash were $95.7 million as of July 31, 2026.
Tilly's reported second-quarter fiscal 2026 net income of $8.4 million, or $0.27 per diluted share, up from $3.2 million, or $0.10, a year earlier, on net sales of $163.5 million, up 8.1%. The company also guided to third-quarter net income of $2.2 million to $3.7 million, which would be its sixth consecutive quarter of year-over-year profit improvement and compares with a $1.4 million net loss in last year's third quarter.
Q2 net sales were $163.5 million, up 8.1%, with total comparable net sales up 12.1%.
Q2 gross margin rose to 35.5% of net sales from 32.5%, and operating income was $8.2 million versus $2.7 million.
Third-quarter outlook calls for net sales of $150 million to $155 million and diluted EPS of $0.07 to $0.12.
Cash, cash equivalents and marketable securities were $62.2 million as of August 1, 2026.
HPE reported fiscal third-quarter 2026 revenue of $12.2 billion, up 34% from a year earlier, with GAAP diluted EPS of $1.06 versus $0.21 a year earlier, both above its prior outlook. The company raised its full-year fiscal 2026 and fiscal 2027 outlooks and declared a quarterly dividend of $0.1425 per share, which matters to shareholders because it signals higher expected earnings and cash flow.
Q3 revenue was $12.2 billion, up 34%. Non-GAAP diluted EPS was $1.11, above the $0.88 to $0.93 outlook range.
Full-year fiscal 2026 GAAP diluted EPS outlook was raised to $2.93 to $3.03, and non-GAAP EPS to $3.75 to $3.85.
Free cash flow for fiscal 2026 is now expected to be at least $3.75 billion, and at least $5.0 billion for fiscal 2027.
Quarterly dividend of $0.1425 per share is payable October 16, 2026, to holders of record on September 17, 2026.
Linkhome Holdings announced the formation of wholly owned subsidiary Linkhome Technologies Inc. and a preliminary evaluation of a European AI computing project that could involve up to 144 NVIDIA GB300 GPUs. The board has not approved the project or any capital commitment, and no binding agreements or financing have been secured, so the filing reports no revenue, investment amount or timeline.
Subsidiary Linkhome Technologies Inc. formed; the filing says it has not commenced operations and has no revenue.
Proposed European project could involve up to 144 NVIDIA GB300 GPUs; the board has not approved the project or any related capital commitment.
No binding agreements for equipment, hosting, financing or customer capacity have been entered into, and the final investment decision has not been made.
Press release dated September 2, 2026, filed as Exhibit 99.1.
Viking Acquisition Corp. I shareholders approved the Business Combination Proposal at a September 2, 2026 extraordinary general meeting, with 20,358,376 votes for and 1,173,543 against. As of September 2, 2026, 22,171,711 Viking Class A ordinary shares had submitted preliminary redemption requests, and the filing states the closing may not occur, so the final redemption amounts and post-closing float cannot yet be determined.
Business Combination Proposal approved: 20,358,376 for, 1,173,543 against, 749,000 abstentions
As of September 2, 2026, 22,171,711 Viking Class A ordinary shares had requested redemption from the trust account
Closing remains subject to closing conditions, including NYSE listing approval, and may not occur
Viking intends to disclose final redemption results promptly after the closing
Phreesia reported fiscal second quarter 2027 results for the period ended July 31, 2026, with total revenue of $129.5 million, up 10% year-over-year, and net income of $1.9 million, compared with $0.7 million a year earlier. The company maintained its fiscal 2027 revenue outlook of $510 million to $520 million and its Adjusted EBITDA outlook of $125 million to $135 million.
Q2 total revenue was $129.5 million, up 10% from $117.3 million a year earlier, and Adjusted EBITDA was $32.9 million versus $22.1 million.
Net income was $1.9 million, compared with $0.7 million in the same quarter last year.
Fiscal 2027 revenue and Adjusted EBITDA outlooks were maintained; the company noted more variability in network solutions revenue forecasting in the second half.
A May 7, 2026 restructuring plan eliminating about 220 positions has about $10 million in expected total charges, with $2.8 million recognized in the quarter.
ARC Group Acquisition I Corp received a Nasdaq notice on August 27, 2026, saying its outstanding warrants no longer meet the $1 million minimum aggregate market value required for continued listing on the Nasdaq Global Market. The notice is a deficiency notice, not an imminent delisting, and has no current effect on trading, but the company must submit a compliance plan or risk later delisting steps for its warrants.
Nasdaq notice dated August 27, 2026 cites warrant aggregate market value below $1 million under Rule 5452(b)(C)
Company has 45 calendar days to submit a compliance plan, due by October 12, 2026
If accepted, Nasdaq may grant up to 180 calendar days, or until February 23, 2027, to regain compliance
Notice applies only to warrants; the company's other securities are not affected
NetApp reported first-quarter fiscal 2027 net revenues of $2.03 billion, up 30% from a year earlier, with GAAP earnings per share of $1.88 versus $1.15 and non-GAAP earnings per share of $2.58 versus $1.55. The company raised its full-year fiscal 2027 revenue and earnings per share guidance, but operating cash flow of $503 million and free cash flow of $401 million both declined year over year.
Net revenues $2.025 billion vs. $1.559 billion; GAAP net income $375 million vs. $233 million
Full-year fiscal 2027 net revenue guidance $7.975 billion to $8.225 billion; non-GAAP EPS guidance $9.73 to $10.03
Net cash from operating activities $503 million, down 25%; free cash flow $401 million, down 35%
Next quarterly dividend of $0.52 per share payable October 28, 2026, to holders of record October 9, 2026
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