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.
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.
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
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.
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.
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
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.
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).
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.
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
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
Definitive Healthcare said its special committee received a non-binding proposal dated September 1, 2026 from Advent International to acquire all shares not already owned by Advent or founder Jason Krantz for $1.02 per share in cash. The committee has not made a decision and there is no assurance a transaction will occur, so shareholders should note the proposal is preliminary.
Proposed all-cash price of $1.02 per Class A common share and an equivalent amount per Definitive OpCo Unit
Proposal is non-binding and dated September 1, 2026; announced September 2, 2026
Special Committee, advised by Rothschild & Co and Skadden, will review the proposal; no shareholder action is required now
Allogene Therapeutics disclosed that Chief Financial Officer Geoffrey Parker gave notice on August 31, 2026 that he will retire from the company in all capacities, effective November 6, 2026. The filing does not name a successor or describe the reasons for the departure.
Geoffrey Parker, Executive Vice President and Chief Financial Officer and principal financial officer, provided notice of retirement on August 31, 2026
Retirement is effective November 6, 2026
The filing does not name a successor or interim financial officer
authID Inc. said CEO Rhoniel A. Daguro will step down as chief executive effective September 4, 2026, and remain on the board. The board named him Chairman and appointed Chief Technology Officer Thomas R. Szoke as interim CEO, effective the same date, with new pay letters for both executives tied in part to a future Corporate Transaction and subordinate to senior secured debentures.
Daguro resigns as CEO effective September 4, 2026; board appointed him Chairman on August 28, 2026
Szoke, age 62, named Interim CEO effective September 4, 2026, while continuing as CTO; his base salary rises to $300,000 and he gets a $10,000 cash bonus plus a $210,000 bonus upon a Corporate Transaction closing
Daguro's letter includes a $400,000 bonus upon a Corporate Transaction closing, options for 80,000 shares, and a warrant for 20,000 shares at $2.00
The filing cites substantial doubt about the company's ability to continue as a going concern and the need to raise additional capital
FuelCell Energy reported results for the third fiscal quarter ended July 31, 2026. Revenue fell 29% year over year and the gross loss widened, but the net loss narrowed because the prior-year period included impairment and restructuring expenses. The company also disclosed a Fit Energy purchase agreement and a first data center capacity reservation, which add to its backlog, though Awarded Capacity Backlog is not contracted revenue.
Revenue was $33.0 million versus $46.7 million, and gross loss was $(24.5) million versus $(5.1) million; the company cited $17.0 million in inventory and purchase commitment charges tied to Phase 0 of the Fit Energy agreement.
Net loss was $(45.3) million, or $(0.64) per share, compared with $(3.78) per share a year earlier, when impairment expense was $64.5 million.
Committed Backlog was $1.3 billion as of July 31, 2026, and the company added $2.4 billion to Awarded Capacity Backlog from Fit Energy's option for up to 350 MW.
Cash, cash equivalents and restricted cash totaled $737.3 million as of July 31, 2026, including net proceeds of about $245.5 million from a July 9, 2026 stock offering.
G-III reported second-quarter fiscal 2027 net sales down 10% to $554.1 million, while GAAP diluted earnings per share rose to $0.46 from $0.25, helped by a 440 basis point gain in gross margin. The company said it raised its fiscal 2027 net income guidance excluding Marc Jacobs, which it completed on September 1, 2026, and expects the acquisition to be slightly dilutive in fiscal 2027. Shareholders face a lower sales and earnings outlook than fiscal 2026 on the company's own figures, offset in part by margin gains and the addition of a brand the company targets for $1 billion in long-term annual revenue.
Second-quarter net sales fell 10% to $554.1 million from $613.3 million; gross margin rose to 45.2% from 40.8%.
Second-quarter GAAP diluted EPS was $0.46 vs. $0.25; non-GAAP diluted EPS was $0.26 vs. $0.25.
Fiscal 2027 guidance excluding Marc Jacobs: net sales of about $2.71 billion vs. $2.96 billion in fiscal 2026; non-GAAP diluted EPS of $2.20 to $2.30 vs. $2.61.
Marc Jacobs acquisition closed September 1, 2026; G-III owns 50% of the joint venture that holds the brand's intellectual property with WHP Global.
On September 1, 2026, cbdMD agreed to acquire assets of Twinlab through an assignment for the benefit of creditors, subject to court approval. The consideration is assumption of about $1.75 million of debt owed to Akretive Holdings plus 2,229,805 new common shares, equal to 19.9% of outstanding stock, which dilutes existing shareholders. The company also cut the conversion price of its Series B preferred stock from $1.00 to $0.60, effective September 2, 2026.
Consideration: assumption of about $1,750,000 of debt owed to Akretive Holdings, plus 2,229,805 common shares (19.9% of outstanding shares at signing).
Deal runs through an assignment for the benefit of creditors; closing requires a sale order from the ABC Court. The company expects to complete the deal in its first fiscal quarter.
Company states combined unaudited trailing twelve-month revenue to June 2026 of about $30 million, about 40% above cbdMD standalone revenue for the same period; it says this figure is illustrative only.
Series B conversion price cut from $1.00 to $0.60 effective September 2, 2026; 591,207 Series B shares are outstanding.
Ollie's reported second-quarter fiscal 2026 net sales up 9.1% to $741.3 million and diluted EPS of $1.42, up from $0.99, with tariff refunds boosting gross margin. Comparable store sales fell 1.8%, and the company lowered its fiscal 2026 net sales and comparable store sales outlook while raising its EPS outlook.
Net sales rose 9.1% to $741.3 million; comparable store sales declined 1.8% against a 5.0% increase a year earlier.
Diluted EPS was $1.42 versus $0.99; IEEPA tariff refunds benefited gross margin by 380 basis points.
Fiscal 2026 net sales outlook lowered to $2.928 to $2.941 billion from $2.980 to $3.000 billion; comparable store sales growth now 0% to 0.5%.
Adjusted EPS outlook raised to $4.57 to $4.65 from $4.45 to $4.55; share repurchase outlook raised to about $175 million from about $125 million.
Vertiv agreed to acquire Utility Innovation Holdings, which operates as UtilityInnovation Group (UIG), a microgrid and power architecture provider for data centers, for about $1.45 billion in upfront cash plus up to $1.15 billion in additional cash tied to EBITDA targets. The company expects to fund the deal from existing resources and to close in the fourth quarter of 2026, subject to regulatory approval, and expects the deal to be accretive to adjusted earnings per share in the first year after completion.
Upfront cash of about $1.45 billion at closing, subject to customary adjustments for working capital, indebtedness and transaction expenses
Up to $1.15 billion in additional cash, payable in two tranches if EBITDA targets over 12- and 24-month periods are met
Purchase price represents about 13x expected UIG 2027 EBITDA; Vertiv expects accretion to adjusted EPS in the first year
Expected to close in the fourth quarter of 2026 after the Hart-Scott-Rodino waiting period and other customary conditions
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.