AI filing briefs · archive

8-K filings in September 2026, explained

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).

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FLEXFLEX LTD. Sep 3, 9:40 PM ET

Flex to buy EPC Power for $4.4 billion in cash, subject to customary adjustments

Neutral m&a Written later 1.018.01

Flex agreed on September 3, 2026, to acquire all equity of EPC Power Corp. from Charge Parent, LLC for $4.4 billion in cash, subject to customary adjustments. EPC Power would join Flex's Cloud and Power Infrastructure business, which Flex plans to spin off as an independent public company in the first quarter of 2027, and the deal is expected to close in the fourth quarter of 2026. Flex has also obtained a $4.4 billion bridge loan commitment and intends to replace it with a mix of debt and equity, which means future financing could affect shareholders.

  • Purchase price is $4.4 billion in cash, payable at closing, with a locked box date of June 30, 2026.
  • Expected closing in the fourth quarter of 2026, subject to Hart-Scott-Rodino antitrust review and other customary conditions.
  • Outside date is December 31, 2026, with two automatic three-month extensions under certain circumstances.
  • Financing: a $4.4 billion 364-day senior unsecured bridge facility commitment from Citigroup Global Markets Inc. and Bank of America, N.A.; Flex intends to replace it with debt and equity.
Read the filing on SEC.gov ↗

ACRES Commercial Realty sets up $50 million common stock ATM and new preferred ATM program

Neutral financing Written later 1.011.02

ACRES Commercial Realty Corp. entered into two at-the-market equity distribution agreements on September 3, 2026: a common stock program of up to $50 million with Raymond James and a preferred stock program covering up to 2,980,000 Series C and 2,192,143 Series D shares with Seaport Global Securities. The filing also ends a prior preferred stock sales agreement with Jones Trading, under which only 7,857 Series D shares had been sold, so new share sales could dilute existing shareholders.

  • Common stock: up to $50 million of shares may be sold through Raymond James & Associates, with commissions not to exceed 2.0% of gross sales price
  • Preferred stock: up to 2,980,000 shares of 8.625% Series C and 2,192,143 shares of 7.875% Series D through Seaport Global Securities, with commissions not to exceed 2.0%
  • Prior preferred agreement with Jones Trading terminated effective September 1, 2026, after 7,857 Series D shares were sold under it
Read the filing on SEC.gov ↗

RCI Hospitality signs one-year employment agreement with interim CEO Travis Reese

Neutral leadership Written later 5.02

RCI Hospitality Holdings entered a one-year employment agreement with Travis Reese, its Interim President and Chief Executive Officer, effective September 1, 2026. The filing sets his annual salary at $650,000 and describes benefits, a company car, aircraft access under the corporate policy, and non-compete and confidentiality terms, which formalize the terms of his leadership role.

  • Agreement dated September 1, 2026, with a one-year term
  • Annual salary of $650,000 plus bonus eligibility
  • Benefits include a company-owned automobile, company aircraft access subject to policy, and two weeks' paid vacation annually
  • Full agreement filed as Exhibit 10.1
Read the filing on SEC.gov ↗

Falcon's Beyond sets Series B preferred dividend payment for October 1, 2026

Neutral shareholder Written later 8.01

Falcon's Beyond Global announced the timing of its regular quarterly dividend on its 11% Series B Cumulative Convertible Preferred Stock. Holders of record on September 16, 2026 will receive the dividend in PIK Dividend Shares, paid October 1, 2026, rather than in cash. This is a routine dividend notice that affects Series B holders, not common shareholders.

  • Dividend rate: 11% annually on the $5.00 liquidation preference, accruing quarterly
  • Record date: September 16, 2026; payment date: October 1, 2026
  • Payment in PIK Dividend Shares at $0.137123 per share divided by $5.00, or approximately 0.027 per share, with cash for fractional shares
  • Prior to January 1, 2027, accrued dividends are paid in kind unless the company pays cash in certain circumstances
Read the filing on SEC.gov ↗

Andretti Acquisition II signs non-redemption deals for 448,959 Class A shares

Neutral shareholder Written later 1.01

On September 3, 2026, Andretti Acquisition Corp. II and its sponsor entered into new non-redemption agreements with additional investors covering 448,959 Class A ordinary shares that will not be redeemed, in exchange for up to 112,240 Pubco shares (plus 37,413 more if a business combination closes after June 9, 2027). The company says these agreements are expected to increase trust account funds after the Special Meeting but not to increase the likelihood that shareholders approve the extension, which would move the business combination deadline from September 9, 2026 to September 9, 2027.

  • New agreements dated September 3, 2026 cover 448,959 Class A ordinary shares that will not be redeemed.
  • Investors may receive up to 112,240 Pubco shares if a business combination is completed by June 9, 2027, plus 37,413 additional shares if completed later.
  • Earlier agreements dated August 28 to September 2, 2026 cover up to 5,800,000 Public Shares.
  • The Special Meeting was adjourned to September 8, 2026 at 10:00 a.m. Eastern Time to consider the extension.
Read the filing on SEC.gov ↗
RLGTRADIANT LOGISTICS, INC Sep 3, 5:20 PM ET

Radiant Logistics appoints David Buss as COO; 2026 annual meeting set for Nov. 16

Neutral leadership Written later 5.028.01

Radiant Logistics appointed David Buss as Senior Vice President and Chief Operating Officer effective August 31, 2026, under an employment agreement with a $250,000 base salary. The filing also sets the date of the 2026 Annual Meeting of Stockholders and the deadlines for stockholder proposals and director nominations.

  • David Buss, age 62, named Senior Vice President and Chief Operating Officer on August 31, 2026
  • Annual base salary of $250,000, with severance of six months, or twelve months after a Change of Control
  • 2026 Annual Meeting on Monday, November 16, 2026; record date September 29, 2026
  • Director nomination notices due by September 17, 2026; stockholder proposal notices due by September 27, 2026
Read the filing on SEC.gov ↗
RNAQRainier Acquisition Corp Sep 3, 5:18 PM ET

Rainier Acquisition Corp closes over-allotment, with $86.25 million placed in trust

Neutral financing Written later 3.028.01

Rainier Acquisition Corp, a blank check company, closed the over-allotment option on its initial public offering on September 2, 2026, selling 1,125,000 additional units at $10.00 each. Total gross proceeds from the IPO and over-allotment were $86,250,000, which the filing says were placed in a U.S. trust account for public shareholders. The company has until August 28, 2028 to complete a business combination, and the sponsor's private placement units cannot be transferred until 30 days after that combination.

  • Underwriters exercised the over-allotment option in full on September 1, 2026, buying 1,125,000 additional units at $10.00 each; the closing occurred September 2, 2026.
  • Total IPO and over-allotment gross proceeds were $86,250,000, placed in a trust account maintained by Continental Stock Transfer & Trust Company.
  • On September 2, 2026, sponsor Ravenna 7 LLC bought 5,625 private placement units at $10.00 each, with no underwriting discounts or commissions paid.
  • The audited balance sheet as of August 28, 2026 shows total assets of $76,100,902, including $75,000,000 held in the trust account.
Read the filing on SEC.gov ↗
LVWRLiveWire Group, Inc. Sep 3, 5:10 PM ET

LiveWire Group: Paul Krause resigns from board; Matt Ryan appointed director

Neutral leadership Written later 5.02

LiveWire Group disclosed that director Paul Krause resigned from its Board effective the end of August 31, 2026. The Board appointed Matt Ryan as a director effective September 1, 2026, and he will receive no additional compensation for the role because he is Harley-Davidson's Chief Marketing and Technology Officer. The filing describes a board membership change with no financial figures attached.

  • Paul Krause resigned from the Board effective end of day August 31, 2026
  • Matt Ryan appointed to the Board effective September 1, 2026
  • Ryan receives no additional director compensation; he is Chief Marketing and Technology Officer of Harley-Davidson, Inc.
Read the filing on SEC.gov ↗
ALBALBEMARLE CORP Sep 3, 5:00 PM ET

Albemarle Names Ragnar Udd CEO, Effective February 1, 2027; Masters to Become Executive Chair

Neutral leadership Written later 5.027.01

Albemarle's board appointed Ragnar Udd, currently Chief Commercial Officer of BHP, to succeed J. Kent Masters, Jr. as President and CEO, effective February 1, 2027 or an earlier mutually agreed date. Masters will become Executive Chair of the Board at that time. The filing sets out Udd's pay package, including a $1,300,000 base salary, a $1,400,000 sign-on bonus and $11,000,000 in make-whole equity awards, which signals the terms of a major leadership change for shareholders.

  • Ragnar Udd, 54, to become President and CEO effective February 1, 2027 or an earlier mutually agreed date
  • Udd's base salary is $1,300,000, with a target annual bonus of 135% of base salary and a maximum of 200% of target
  • Make-whole equity awards total $11,000,000 and a $1,400,000 cash sign-on bonus compensates for forfeited prior-employer awards
  • J. Kent Masters, Jr. becomes Executive Chair; his role runs through the 2027 annual shareholder meeting
Read the filing on SEC.gov ↗
FLYEFly-E Group, Inc. Sep 3, 5:00 PM ET

Fly-E Group receives Nasdaq late-filing notice, regains compliance after 10-Q filed

Neutral legal/regulatory Written later 3.01

Fly-E Group, Inc. received a Nasdaq notice that it did not satisfy Listing Rule 5250(c)(1) because its Form 10-Q for the period ended June 30, 2026 was not timely filed. The company filed the 10-Q on September 1, 2026, and Nasdaq confirmed compliance on September 3, 2026. Nasdaq said the notice is a deficiency notification, not an imminent delisting, and it has no immediate effect on the listing or trading of the company's shares.

  • Nasdaq notice received September 1, 2026 under Listing Rule 5250(c)(1)
  • Late filing was the Form 10-Q for the period ended June 30, 2026
  • Form 10-Q filed with the SEC on September 1, 2026
  • Nasdaq confirmed compliance in writing on September 3, 2026; notice has no immediate effect on Nasdaq Capital Market listing
Read the filing on SEC.gov ↗

Soulpower Acquisition extends SWB business combination outside date to April 2, 2027

Neutral m&a Written later 1.01

Soulpower Acquisition Corp. and its partners signed a Second Amendment to their Business Combination Agreement dated November 24, 2025, on August 28, 2026. The amendment changes how certain contribution agreements and merger consideration are structured, and extends the Outside Date to April 2, 2027, giving the parties more time to close the transaction.

  • Second Amendment dated August 28, 2026 among Soulpower Acquisition Corporation, SWB Holdings and SWB LLC
  • Uruguay Contribution Agreement to be completed after Closing for $5,000,000 in cash plus potential Class A share issuance tied to milestones and earnout targets
  • Outside Date extended from the nine-month anniversary of the Signing Date to April 2, 2027
  • Full amendment filed as Exhibit 2.1, with some exhibits and schedules omitted
Read the filing on SEC.gov ↗

GrabAGun CFO Justin Hilty retired September 1, 2026; advisory role through March 1, 2027

Neutral leadership Written later 5.02

GrabAGun Digital Holdings said Chief Financial Officer Justin Hilty resigned and retired, with his employment ending September 1, 2026, under a Separation Agreement and Release. Under the agreement, Hilty will provide at least 40 hours a month of advisory services through March 1, 2027, and all of his 66,667 unvested RSUs vested on the separation date.

  • CFO Justin Hilty's resignation was effective August 14, 2026; his retirement and employment end were effective September 1, 2026.
  • Hilty will provide a minimum of 40 hours a month of advisory services through March 1, 2027, paid an hourly cash consulting fee.
  • All 66,667 remaining unvested RSUs were accelerated to vest on the separation date, with the underlying common shares to be transferred on or shortly after vesting.
  • The filing attaches the Separation Agreement and Release dated September 1, 2026 as Exhibit 10.1.
Read the filing on SEC.gov ↗
FTDRFrontdoor, Inc. Sep 3, 4:31 PM ET

Frontdoor says chief accounting officer Sally Shanks will resign September 18, 2026

Neutral leadership Written later 5.02

Frontdoor, Inc. disclosed that Vice President, Chief Accounting Officer and Controller Sally J. Shanks gave notice on August 31, 2026 that she will resign effective September 18, 2026, to pursue other business opportunities. The company said the decision was not the result of any disagreement over its operations, policies or practices, and CFO Jason L. Bailey will act as principal accounting officer until a successor is appointed.

  • Sally J. Shanks, VP, Chief Accounting Officer and Controller, gave notice on August 31, 2026
  • Resignation takes effect September 18, 2026
  • Company says the departure was not due to any disagreement with management or the Board
  • Jason L. Bailey, SVP and CFO, will assume principal accounting officer duties until a successor is named
Read the filing on SEC.gov ↗
NPWRNet Power Inc. Sep 3, 4:30 PM ET

Net Power closes $58.9 million acquisition of 123 MW gas-power project contract

Neutral m&a Written later 1.012.017.01

Net Power said its subsidiary took over EMPower USA's rights and assumed commitments under a $196.7 million engineering, procurement and construction contract with Saulsbury Industries for an approximately 123 MW natural-gas power facility, effective August 31, 2026. The company paid $97.6 million in cash on the closing date, and remaining payment commitments under the contract are approximately $119.1 million, so shareholders face large near-term capital needs before the project's financing and change order are settled.

  • Aggregate cash paid to EMPower, including $20.0 million of deposits, totaled $58.9 million; total cash paid on the closing date was $97.6 million.
  • Remaining EPC payment commitments are approximately $119.1 million, including a $10.2 million Mobilization Payment due on or before October 15, 2026.
  • Work under the EPC agreement has been suspended since July 1, 2026; the post-closing change order has not been executed, and the Purchaser may terminate if it is not executed within 30 days after closing.
  • Wärtsilä North America expressly reserved its position on the project relocation to the Purchaser's replacement site.
Read the filing on SEC.gov ↗

Wintergreen extends deadline to Sept. 30, 2026 with $184,635 sponsor loan

Neutral financing Written later 1.012.033.028.01

Wintergreen Acquisition Corp. issued a $184,635 unsecured, non-interest-bearing promissory note to its sponsor, MACRO DREAM Holdings Limited, on September 1, 2026. The funds were deposited into the trust account to extend the deadline for completing a business combination from August 30, 2026 to September 30, 2026. The company says it is still pursuing its previously announced business combination with KIKA Technology Inc.

  • Sponsor note of $184,635 issued September 1, 2026, to MACRO DREAM Holdings Limited
  • Business combination deadline extended from August 30, 2026 to September 30, 2026
  • Sponsor may convert the note into units at $10.00 per unit after a business combination, subject to a $1,500,000 aggregate cap on similar loans
  • Note is forgiven and the sponsor has no right to payment if no business combination is completed; sponsor waived trust account claims
Read the filing on SEC.gov ↗
SNDSmart Sand, Inc. Sep 3, 4:24 PM ET

Smart Sand expands revolving credit facility to $50 million, extends term to 2031

Neutral financing Written later 1.012.03

Smart Sand amended its senior secured asset-based credit facility on September 1, 2026, raising total revolving commitments by $20 million to $50 million and extending the term to September 1, 2031. The increase is supported by a $20 million sublimit tied to the value of its Oakdale, Wisconsin facility, and the company agreed to a negative pledge of the Oakdale real property.

  • Total revolving commitments rise by $20 million to $50 million under Amendment No. 2.
  • Facility term extended to September 1, 2031.
  • Oakdale, Wisconsin facility supports a $20 million borrowing base sublimit and a related minimum excess liquidity test.
  • The company agreed to a negative pledge of the Oakdale real property; the filing does not state the amount drawn.
Read the filing on SEC.gov ↗
BALYBally's Corp Sep 3, 4:22 PM ET

Bally's CFO Mira Mircheva to resign; President George Papanier named interim CFO

Neutral leadership Written later 5.028.01

Bally's Chief Financial Officer Mira Mircheva has notified the company she will resign, effective September 4, 2026, and will stay through September 30, 2026 for a transition. Bally's President George Papanier was appointed interim CFO effective September 4, 2026, while the board searches for a permanent CFO. The filing does not include any financial results or guidance changes.

  • Mircheva's resignation is effective September 4, 2026, and she remains with the company through September 30, 2026; she is leaving for personal reasons and not because of a dispute.
  • George Papanier, Bally's President, becomes interim CFO effective September 4, 2026, and keeps his roles as President and board member.
  • Papanier, a Certified Public Accountant, was interim CFO in 2023 and has been President of land-based casino operations since October 2021.
  • The board has started a search for a permanent CFO, and no timeline for that search is given.
Read the filing on SEC.gov ↗
RLRALPH LAUREN CORP Sep 3, 4:15 PM ET

Ralph Lauren names Halide Alagoz chief operating and product officer; Ranftl retires

Neutral leadership Written later 5.027.01

Ralph Lauren said Chief Product & Merchandising Officer Halide Alagoz will become Chief Operating & Product Officer on November 29, 2026, when Chief Operating Officer Bob Ranftl retires. The company also expanded roles for the CFO, CMO and Chief Global Impact & Communications Officer as part of a broader leadership reshuffle.

  • Alagoz, 54, has been Chief Product & Merchandising Officer since March 2020 and will take on AI strategy and the architecture & design organization.
  • Ranftl notified the company of his retirement on August 31, 2026; the changes take effect November 29, 2026.
  • CFO Justin Picicci adds real estate and logistics; CMO Iris Langlois-Meurinne takes over licensing; Katie Ioanilli adds Design with Intent.
Read the filing on SEC.gov ↗

Latigo Biotherapeutics Q2 net loss $25.8 million; cash $55.0 million after August IPO

Neutral earnings Written later 2.02

Latigo Biotherapeutics reported a second-quarter 2026 net loss of $25.8 million, unchanged from the same quarter of 2025, as lower research and development expenses offset higher general and administrative costs. The company said it completed an upsized initial public offering in August 2026 with gross proceeds of $397.4 million, and that cash and the IPO proceeds are projected to fund operations into 2029.

  • Net loss was $25.8 million for the three months ended June 30, 2026, and for the same period in 2025.
  • Research and development expenses fell to $21.2 million from $22.9 million; general and administrative expenses rose to $4.6 million from $2.8 million.
  • IPO completed in August 2026 with gross proceeds of $397.4 million, before underwriting discounts, commissions and other offering expenses.
  • Cash and cash equivalents were $55.0 million as of June 30, 2026, before the IPO proceeds.
Read the filing on SEC.gov ↗
TMUST-Mobile US, Inc. Sep 3, 4:12 PM ET

T-Mobile names Jessica Uhl as next CFO, succeeding Peter Osvaldik in February 2027

Neutral leadership Written later 5.027.01

T-Mobile said CFO Peter Osvaldik will retire from the CFO role in February 2027 and stay as Strategic Advisor through July 1, 2027. Jessica Uhl, former CFO of Shell and most recently President of GE Vernova, joins as CFO Designate in mid-September 2026 and is expected to become CFO at the transition. The company reaffirmed its 2026 financial guidance and capital return program.

  • Jessica Uhl starts as CFO Designate in mid-September 2026 and is expected to become CFO in February 2027.
  • Uhl's offer letter provides a base salary of no less than $975,000 and a $1,000,000 sign-on bonus.
  • Uhl's one-time sign-on LTI awards have a target grant-date value of $9,525,000.
  • T-Mobile reaffirmed its previously stated 2026 financial guidance and maintained its capital return program.
Read the filing on SEC.gov ↗
NXTCNextCure, Inc. Sep 3, 4:10 PM ET

NextCure ends Beltsville lease early, pays $0.8 million termination fee

Neutral restructuring Written later 1.01

NextCure amended its Beltsville, Maryland lease, vacated its remaining roughly 29,864 square feet effective August 31, 2026, and ended future rent obligations effective September 1, 2026. The company paid a one-time termination fee of about $0.8 million and forfeited a security deposit of about $39,000, which reduces its ongoing facility costs but involves a one-time cash charge.

  • Lease amendment dated August 28, 2026 covers about 29,864 rentable square feet at 8000 Virginia Manor Road, Beltsville, Maryland
  • Company vacated and surrendered the premises effective August 31, 2026
  • Future rent obligations terminated effective September 1, 2026
  • One-time termination fee of about $0.8 million paid and security deposit of about $39,000 forfeited
Read the filing on SEC.gov ↗
WDFCWD 40 CO Sep 3, 4:08 PM ET

WD-40 names Keith Stauffer CFO effective Nov. 2, 2026; Sara Hyzer moves to Americas role

Neutral leadership Written later 5.027.01

WD-40 Company said Keith Stauffer will join as vice president, global finance on Sept. 7, 2026, and become chief financial officer on Nov. 2, 2026, succeeding Sara Hyzer, who will then become division president, Americas. The filing describes a planned transition in which Hyzer remains CFO until November 2 and through the filing of the fiscal 2026 Form 10-K, which gives shareholders a defined handoff period for the company's top finance role.

  • Keith Stauffer, 57, to join as vice president, global finance effective Sept. 7, 2026, and CFO effective Nov. 2, 2026.
  • Sara Hyzer remains CFO until Nov. 2, 2026, then becomes division president, Americas.
  • Stauffer's pay includes a $525,000 base salary, a target annual cash incentive of 60% of eligible earnings, and about $543,000 in sign-on bonus.
  • Stauffer previously served as CFO, U.S., at Galderma S.A. (July 2025 to August 2026) and CFO of TerrAscend Corp. (April 2020 to July 2025).
Read the filing on SEC.gov ↗
IEXIDEX CORP /DE/ Sep 3, 4:06 PM ET

IDEX amends $800 million revolving credit facility, extends maturity to September 2031

Neutral financing Written later 1.012.03

IDEX Corporation amended and restated its credit agreement on September 3, 2026, establishing an $800 million revolving credit facility that matures September 3, 2031, extended from November 1, 2027. The filing describes the facility as a senior unsecured arrangement that can fund working capital, general corporate purposes and refinancing of existing debt, which gives the company longer-dated borrowing capacity.

  • Revolving facility of $800 million with final maturity of September 3, 2031, up from November 1, 2027 under the original agreement
  • Up to $100 million available for letters of credit and up to $50 million for same-day swingline loans
  • Lender commitments may be increased by up to $400 million, and the maturity may be extended twice by one year each
Read the filing on SEC.gov ↗
SMGSCOTTS MIRACLE-GRO CO Sep 3, 4:06 PM ET

Scotts Miracle-Gro: Chief Strategy Officer Christopher Hagedorn to depart September 30, 2026

Neutral leadership Written later 5.02

Scotts Miracle-Gro said Executive Vice President and Chief Strategy Officer Christopher J. Hagedorn will leave the role, with the departure effective September 30, 2026, under an agreement reached August 29, 2026. The filing does not give a reason for the departure or name a successor.

  • Christopher J. Hagedorn is departing as Executive Vice President and Chief Strategy Officer.
  • Agreement reached August 29, 2026; departure effective September 30, 2026.
  • The filing does not name a replacement or describe any compensation terms.
Read the filing on SEC.gov ↗
BCICBCP Investment Corp Sep 3, 4:05 PM ET

BCP Investment Corp Sells $10 Million of Additional 7.50% Notes Due 2029

Neutral financing Written later 1.012.03

BCP Investment Corporation agreed on September 2, 2026 to issue $10,000,000 of additional 7.50% notes due 2029, consolidated with its $50,000,000 notes issued March 24, 2026. The company plans to use the proceeds to repay $10.0 million of its LRFC 5.25% notes due 2026 and pay down other debt, which adds modestly to its outstanding borrowings.

  • New notes: $10,000,000 principal, 7.50% annual interest, maturing September 24, 2029
  • Notes are general unsecured obligations, to be treated as a single series with the existing $50,000,000 notes
  • Proceeds to repay $10.0 million of LRFC 5.25% notes due 2026 and other indebtedness
  • Notes redeemable at par plus a make-whole premium before April 24, 2029
Read the filing on SEC.gov ↗
CFCF Industries Holdings, Inc. Sep 3, 4:05 PM ET

CF Industries: Corporate Controller and Chief Accounting Officer Richard Hoker to retire March 3, 2027

Neutral leadership Written later 5.02

CF Industries said its Vice President and Corporate Controller and Chief Accounting Officer, Richard A. Hoker, told the company on August 31, 2026 that he intends to retire effective March 3, 2027. The filing does not name a successor or describe the reasons for the departure.

  • Richard A. Hoker, Vice President and Corporate Controller and Chief Accounting Officer, informed the company of his retirement intention on August 31, 2026
  • Retirement is effective March 3, 2027
  • Filing does not name a successor or give retirement reasons
Read the filing on SEC.gov ↗
NTSTNETSTREIT Corp. Sep 3, 4:05 PM ET

NETSTREIT names Matthew Fennewald chief accounting officer, replacing Sofia Chernylo

Neutral leadership Written later 5.02

NETSTREIT's chief accounting officer, Sofia Chernylo, stepped down by mutual agreement effective September 1, 2026, and the company stated the departure involved no disagreement on accounting or disclosure matters. The board appointed Matthew Fennewald, the company's current Vice President and Corporate Controller, to succeed her as Senior Vice President, Chief Accounting Officer and principal accounting officer.

  • Sofia Chernylo ceased serving as Senior Vice President, Chief Accounting Officer and principal accounting officer effective September 1, 2026.
  • The filing states her departure was not due to any disagreement with auditors or management on accounting, disclosure or internal controls.
  • Matthew Fennewald, age 36, joined NETSTREIT in August 2020 and has been Vice President, Corporate Controller since February 2024.
  • The filing reports no new material compensation arrangements tied to Mr. Fennewald's appointment.
Read the filing on SEC.gov ↗

James River Group: Director Thomas L. Brown will not seek re-election at 2026 annual meeting

Neutral leadership Written later 5.02

James River Group Holdings disclosed that director Thomas L. Brown told the company on August 31, 2026 that he does not intend to stand for re-election at the 2026 annual shareholder meeting. The company said the decision was not the result of any disagreement over its operations, policies or practices.

  • Director Thomas L. Brown advised the company on August 31, 2026 of his decision.
  • Brown does not intend to seek re-election at the 2026 annual general meeting of shareholders.
  • The company states the decision was not due to a disagreement on operations, policies or practices.
  • The 8-K was signed September 3, 2026 by Chief Legal Officer Jeanette Miller.
Read the filing on SEC.gov ↗
BGBunge Global SA Sep 3, 4:02 PM ET

Bunge CAO Matt Simmons to retire March 31, 2027; Richard James named successor

Neutral leadership Written later 5.02

Bunge Global SA said its Controller and Chief Accounting Officer, Matt Simmons, will retire effective March 31, 2027, and will stay through the transition period. Richard James, a company veteran, will succeed him as Controller and CAO effective April 1, 2027, and the filing states the retirement is not due to any disagreement on accounting, reporting, operations, policies or practices.

  • Matt Simmons to retire as Controller and Chief Accounting Officer effective March 31, 2027, and will remain through the transition period
  • Richard James, age 45, to succeed him effective April 1, 2027
  • James has worked at Bunge for over fourteen years, most recently as Vice President, Finance Integration and Transformation since December 2022
  • Filing states the retirement is not the result of any disagreement with the Company on accounting, financial reporting, operations, policies or practices
Read the filing on SEC.gov ↗
HOFTHOOKER FURNISHINGS Corp Sep 3, 4:01 PM ET

Hooker Furnishings declares quarterly dividend of $0.115 per share

Neutral shareholder Written later 8.01

Hooker Furnishings' board declared a quarterly cash dividend of $0.115 per share, announced in a press release attached to this 8-K. The dividend is payable September 30, 2026, to shareholders of record on September 15, 2026, so shareholders on that record date will receive the payment.

  • Quarterly cash dividend of $0.115 per share declared September 3, 2026
  • Record date is September 15, 2026
  • Payment date is September 30, 2026
  • Shares trade on Nasdaq Global Select Market under ticker HOFT
Read the filing on SEC.gov ↗

Plutonian II to merge with NT1 in deal with estimated $500 million enterprise value

Neutral m&a Written later 7.01

Plutonian Acquisition Corp. II, a special purpose acquisition company, and NT1 Pty Ltd, an Australian mineral exploration company, entered into a business combination agreement on September 3, 2026. The deal is expected to create a combined company listed on the New York Stock Exchange and is expected to close in 2027, subject to regulatory and shareholder approvals. Plutonian II shareholders will vote on the transaction, so the outcome will depend on that vote and the other closing conditions.

  • NT1 enterprise value estimated at $500 million; NT1 shareholders to receive Purchaser shares valued at $10.00 per share
  • Transaction expected to close in 2027, subject to regulatory approvals, shareholder approvals and customary closing conditions
  • Combined company expected to be listed on the New York Stock Exchange
  • Plutonian II's initial public offering prospectus is dated April 28, 2026
Read the filing on SEC.gov ↗
CYABCYABRA, INC. Sep 3, 9:10 AM ET

Cyabra stockholders approve 20 million share increase to equity incentive plan

Neutral shareholder Written later 5.025.07

At a September 2, 2026 special meeting, Cyabra, Inc. stockholders approved an amendment to its 2026 Omnibus Equity Incentive Plan, raising the maximum shares issuable under the plan from 2,072,125 to 22,072,125 and setting an annual reserve equal to 15% of fully diluted capitalization. Stockholders also approved a Nasdaq proposal covering share issuances tied to a private placement, exchange agreement and conversion agreements, with more than 20% of outstanding common stock involved.

  • Plan maximum raised by 20,000,000 shares, from 2,072,125 to 22,072,125 shares of common stock
  • Plan Amendment proposal approved with 6,318,847 votes for and 422,993 against
  • Nasdaq proposal approved with 6,629,672 votes for and 118,489 against, covering issuances tied to a private placement and conversion agreements
  • Board approved the Plan Amendment on July 31, 2026, subject to stockholder approval
Read the filing on SEC.gov ↗
CARGCarGurus, Inc. Sep 3, 8:55 AM ET

CarGurus names Matthew Mandel CFO, effective October 19, 2026

Neutral leadership Written later 5.027.01

CarGurus appointed Matthew Mandel as Chief Financial Officer, effective October 19, 2026, replacing CEO Jason Trevisan, who has served as interim principal financial and principal accounting officer since March 2025. Mandel's offer letter includes a $450,000 base salary, a target bonus of up to $450,000, and a $5,500,000 restricted stock unit grant, which matters to shareholders because it sets the compensation terms for the company's top finance role.

  • Matthew Mandel, 42, is currently Chief Financial Officer and Chief Operating Officer at Fleetio, a role he has held since November 2023.
  • Jason Trevisan will step down as interim principal financial and principal accounting officer on the start date and will continue as Chief Executive Officer.
  • Offer letter terms: $450,000 annual base salary, target bonus of up to $450,000, $250,000 sign-on bonus, and a $5,500,000 restricted stock unit grant.
  • Severance if terminated without Cause or for Good Reason is nine months of base salary plus nine months of COBRA premiums, paid in a lump sum.
Read the filing on SEC.gov ↗
HFFGHF Foods Group Inc. Sep 3, 8:46 AM ET

HF Foods completes Searay Foods acquisition for about US$35 million

Neutral m&a Written later 2.012.038.01

HF Foods Group closed its acquisition of Canadian frozen seafood distributor Searay Foods and Morgan Foods on August 31, 2026, paying a base price of CAD$47.9 million (about US$35.0 million). The company issued 1,701,871 shares and borrowed under its credit facilities, and the sellers can earn additional payments tied to future EBITDA targets. The filing says the deal marks HF Foods' first international expansion, but it does not give Searay's revenue or profit in US dollars.

  • Base purchase price of CAD$47.9 million (about US$35.0 million), equal to five times baseline Adjusted EBITDA of CAD$9.6 million, paid as CAD$38.4 million in cash and 1,701,871 shares at US$4.00 per share
  • Closing completed August 31, 2026; the amendment subordinates earnout payments to the buyers' credit facilities and adds simple interest at SOFR plus 2% on deferred earnouts
  • Lenders under the JPMorgan-led Credit Agreement consented to Searay Canada and Morgan Foods joining as borrowers within five business days after closing
  • Company says the deal is expected to be immediately accretive to margins and EPS, a forward-looking statement; financial statements and pro forma information will be filed by amendment
Read the filing on SEC.gov ↗
CXAICXApp Inc. Sep 3, 8:05 AM ET

CXApp Regains Nasdaq Minimum Bid Price Compliance After 1-for-50 Reverse Split

Neutral legal/regulatory Written later 3.017.01

Nasdaq confirmed in a letter dated September 2, 2026 that CXApp Inc.'s Class A common stock has regained compliance with the $1.00 minimum bid price requirement, and the matter is now closed. The company received the original notice on September 11, 2025, and was granted an extension to September 7, 2026, after which it completed a 1-for-50 reverse stock split effective August 18, 2026. The filing contains no financial results or guidance.

  • Nasdaq notified CXApp on September 11, 2025 that its Class A stock had failed to maintain a $1.00 minimum closing bid price over 30 consecutive business days.
  • Nasdaq granted an additional 180 calendar days, until September 7, 2026, on March 11, 2026.
  • A 1-for-50 reverse stock split of Class A common stock became effective August 18, 2026.
  • Closing bid was at or above $1.00 for 10 consecutive business days, August 19 through September 1, 2026; Nasdaq closed the matter in its September 2, 2026 letter.
Read the filing on SEC.gov ↗
LBRXLB PHARMACEUTICALS INC Sep 3, 8:05 AM ET

LB Pharmaceuticals names Joseph Miller chief financial officer, effective September 2

Neutral leadership Written later 5.027.01

LB Pharmaceuticals appointed Joseph Miller as chief financial officer, effective September 2, 2026, replacing no named predecessor in the filing. Miller previously served as CFO of Aurinia Pharmaceuticals from April 2020 to March 2026, and the filing states his employment agreement sets a $530,000 base salary and a 40% target bonus, along with a 200,000-share stock option.

  • Start date: September 2, 2026; announced September 3, 2026
  • Base salary $530,000; target bonus 40% of base salary; employment is at will
  • Inducement option for 200,000 shares of common stock, vesting over four years with 25% after the first anniversary of the start date
  • Severance: nine months of base salary if terminated without cause outside a change of control; larger package of one year base salary plus 150% of target bonus within 3 months before or 12 months after a change of control
Read the filing on SEC.gov ↗
NVDANVIDIA CORP Sep 3, 8:03 AM ET

NVIDIA to buy Hugging Face for $11.9 billion; close expected in first half of 2027

Neutral m&a Written later 8.01

NVIDIA agreed on September 2, 2026 to acquire Hugging Face, an open-source AI model and community platform, for an approximately $11.9 billion purchase price, subject to adjustments. The deal also includes an equity-based retention program of up to about $1.0 billion for Hugging Face employees joining NVIDIA, and closing is expected in the first half of 2027 pending regulatory approvals. The filing also flags risks that government restrictions on open-source AI models could materially affect NVIDIA's business and the Hugging Face platform.

  • Purchase price of approximately $11.9 billion payable to Hugging Face stockholders, subject to certain adjustments
  • Equity-based retention program of up to approximately $1.0 billion for Hugging Face employees joining NVIDIA
  • Expected to close in the first half of 2027, subject to customary conditions and required regulatory approvals
  • NVIDIA commits to keep the Hugging Face platform open, including permitting uploads of models of users' choosing and support for other silicon vendors
Read the filing on SEC.gov ↗

Aimei Health extends SPAC deadline to Oct. 6, 2026 with $34,330.96 unsecured note

Neutral financing Written later 2.03

Aimei Health Technology Co., Ltd. deposited $34,330.96 into its trust account to extend its deadline to complete a business combination from September 6, 2026 to October 6, 2026, and issued an unsecured, non-interest-bearing promissory note to fund the payment. The note is due only upon closing of the planned business combination with United Hydrogen, and the payee may convert it into private units at $10.00 each.

  • Extension payment of $34,330.96, the lesser of $80,000 total or $0.033 per public share
  • Termination date moves from September 6, 2026 to October 6, 2026; this is the 22nd extension permitted
  • Promissory note issued September 3, 2026 to Aimei Investment Ltd, with no interest and principal due at the business combination with United Hydrogen
  • Payee may convert the note into private units at $10.00 per unit, each with one ordinary share and one right to one-fifth of a share
Read the filing on SEC.gov ↗
HLMNHillman Solutions Corp. Sep 3, 7:45 AM ET

Hillman Completes $315 million Kanebridge Acquisition Funded by $200 million Term Loans

Neutral m&a Written later 1.012.018.01

Hillman Solutions Corp. completed its acquisition of Kanebridge, LLC, a master distributor of industrial fasteners, on August 28, 2026, for approximately $315 million before customary post-closing adjustments. The purchase was funded with cash on hand, a draw on the revolving credit facility and $200 million of new senior secured term loans maturing in 2033, which adds debt for shareholders to weigh against the expanded industrial distribution business.

  • Purchase price of approximately $315 million, subject to customary post-closing adjustments for cash, indebtedness, working capital and transaction expenses
  • New $200 million senior secured term loans maturing July 22, 2033, priced at SOFR plus 2.00% or ABR plus 1.00%, with no financial maintenance covenants
  • Kanebridge supplies more than 44,000 fastener SKUs to distributors across the U.S. and Canada, and the company says the deal expands its industrial addressable market to about $3 billion
Read the filing on SEC.gov ↗
BYRNByrna Technologies Inc. Sep 3, 7:00 AM ET

Byrna Technologies adds Matthew McBrady to board, expanding it to eight members

Neutral leadership Written later 5.027.01

Byrna Technologies appointed Matthew McBrady, Ph.D., to its Board of Directors effective immediately, after the board increased its size from seven to eight members. The company said the appointment is part of a board refreshment strategy that began more than a year ago. The filing contains no financial results, guidance, or compensation figures beyond a reference to the standard non-employee director program.

  • Board appointed Dr. Matthew McBrady on August 29, 2026, filling a newly created seat; board size rises from seven to eight.
  • Dr. McBrady, 55, is CFO of GoBrands, Inc., parent of GoPuff, and previously served on the board of Axon Enterprise from 2001 to 2014 and 2016 to 2026.
  • He will receive standard non-employee director compensation, described in the proxy statement filed September 2, 2026.
  • The company said the appointment is part of a planned board refreshment strategy that began more than a year ago.
Read the filing on SEC.gov ↗

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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.