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).
Chime entered into a merger agreement to acquire Central Service Corporation (CSC), the parent of Stride Bank, N.A., for $590 million, subject to customary adjustments. Chime also raised its third-quarter and full-year 2026 guidance, and the deal is expected to close in the first half of 2027 after approvals from the OCC and the Federal Reserve. The acquisition would make Chime a bank holding company and give it its own bank charter.
Purchase price of $590 million, subject to adjustments for transaction expenses, certain dividends and preferred stock redemption
Expected close in the first half of 2027, subject to OCC and Federal Reserve approvals
Q3 2026 revenue guidance of $705 million, about 30% year-over-year growth; full-year revenue guidance of $2.76 billion to $2.77 billion
Full-year 2026 adjusted EBITDA guidance of $481 million to $489 million; Chime expects more than $100 million in net synergies
Estrella Immunopharma received a Nasdaq notice on September 1, 2026, stating its market value of listed securities fell below the $35 million minimum for 30 consecutive business days. The company has until March 1, 2027 to regain compliance, and the stock continues to trade on Nasdaq for now, but failure to comply could lead to delisting proceedings.
Nasdaq notice dated September 1, 2026 cites market value of listed securities below $35,000,000 for 30 consecutive business days, July 21 through August 31, 2026
Company does not meet Nasdaq's alternative standards for stockholders' equity of at least $2,500,000 or net income of at least $500,000
Compliance deadline is March 1, 2027; regaining compliance requires closing at $35,000,000 or more for at least ten consecutive business days
Common stock continues to trade on The Nasdaq Capital Market under the symbol ESLA
Worthington Steel GmbH, a subsidiary of Worthington Steel, Inc., signed a Domination and Profit and Loss Transfer Agreement (DPLTA) with Kloeckner & Co SE on September 8, 2026. The agreement takes effect only after Kloeckner shareholder approval and registration with the commercial register, no earlier than January 1, 2027, and registration may be delayed by German shareholder litigation. Outside Kloeckner shareholders may take a cash payment of EUR 11.00 per share or an annual payment of EUR 0.67 per share (EUR 0.66 net), and may challenge the terms in appraisal proceedings.
DPLTA signed September 8, 2026 between Worthington Steel GmbH and Kloeckner & Co SE, which follows the completion of Worthington Steel's voluntary takeover offer on June 3, 2026.
Kloeckner's extraordinary general meeting is expected October 23, 2026; approval requires at least 75% of the share capital represented.
Under the DPLTA, outside shareholders can elect EUR 11.00 per share in cash or an annual payment of EUR 0.67 per share (EUR 0.66 net).
Kloeckner shares were delisted from the Frankfurt Stock Exchange's regulated market effective August 12, 2026.
SUNation Energy and Suniva signed a First Amendment to their June 5, 2026 merger agreement on September 4, 2026, changing the conditions for closing and adding new stockholder approvals. The amendment also sets a $2,608,303 related party loan repayment or conversion plan at $2.26 per share, which depends on SUNation stockholder approval.
The amendment makes an increase in SUNation's authorized shares from 1 billion to 1.5 billion a closing condition, along with approval of share issuances tied to securities issued to Suniva lenders.
SUNation's closing net cash requirement changes from negative $1.5 million to negative $2.5 million, subject to adjustment for potential capital raises.
SUNation will use reasonable best efforts to repay or convert up to $2,608,303 in related party loans at a fixed conversion price of $2.26 per share; if stockholders do not approve the conversion, Suniva must repay the loans and accrued int
A consent letter limits further Suniva share issuances or committed issuances above 5% of its fully-diluted shares on a pro-forma basis without further SUNation written consent.
United Therapeutics entered an accelerated share repurchase agreement with Citibank to buy back about $477.6 million of its common stock, using the remainder of its $2 billion repurchase authorization. The company will pay the amount upfront on or around September 10, 2026, and will receive an initial delivery of about 719,376 shares, with final settlement expected in the fourth quarter of 2026.
Upfront payment of about $477.6 million to Citibank on or around September 10, 2026
Initial delivery of about 719,376 shares, about 75% of the shares expected under the agreement at the September 8, 2026 closing price
Final share count depends on the average daily VWAP during the term, less a discount; final settlement expected in Q4 2026
Company previously completed ASR agreements totaling $1.5 billion in March 2026 and bought $22.4 million in open-market purchases in Q3 2026
Apnimed reported second-quarter 2026 results that swung to net income of $125.9 million, compared with a net loss of $69.5 million a year earlier. The gain was driven by an $85.4 million gain on sale of an equity method investment and a $57.1 million gain on reversal of a deposit liability, while revenue fell to $12.1 million from $17.1 million and the operating loss widened to $11.7 million from $5.9 million. The results also cover the completed IPO, with gross proceeds of $220.8 million, and the FDA's acceptance of the NDA for AD109 (proposed name Oxnimbi) with a PDUFA date of February 28, 2027.
Net income of $125.9 million, or $3.91 per diluted share, versus a net loss of $69.5 million, or $14.61 per share, in Q2 2025
Revenue - related party was $12.1 million versus $17.1 million a year earlier; loss from operations was $11.7 million versus $5.9 million
G&A expenses rose to $12.7 million from $5.4 million, while R&D fell 38% to $9.9 million
Cash and cash equivalents were $172.8 million at June 30, 2026, before the IPO's $220.8 million in gross proceeds
Quantinuum finalized an Other Transaction Agreement with the U.S. Department of Commerce for an award of up to $100 million under the CHIPS Act, with $56 million made available on or about the September 4, 2026 award date and the rest tied to project milestones. On September 8, 2026, the company issued 2,369,528 Class A shares to the Department of Commerce, which adds to the share count held by existing investors and gives the government resale registration rights.
Award of up to $100 million: $56 million available on or about September 4, 2026, with additional $32 million and $12 million payments after milestones.
2,369,528 shares of Class A common stock issued to the Department of Commerce under a Securities Issuance Agreement dated September 8, 2026.
Company agreed to use commercially reasonable efforts to file a resale shelf registration within three months of the agreement.
Department of Commerce may claw back up to the full disbursed award if the company materially fails to meet research security, IP or domestic production requirements.
AEVEX Corp. closed its acquisition of Maritime Applied Physics, LLC, the target that the press release calls BlackSea Technologies, on September 8, 2026. The total enterprise value is $600 million, subject to customary adjustments, and $350 million of it is paid in 12,727,273 newly issued Class A common shares, which dilutes existing shareholders. The filing says the target becomes the company's Maritime Systems division.
Total enterprise value of $600,000,000, subject to customary adjustments; $350,000,000 paid in 12,727,273 Class A common shares
Post-closing adjustment of up to $5,000,000 held in escrow based on net working capital, cash, indebtedness and transaction expenses
Up to $50,000,000 of contingent consideration, payable in additional shares if conditions are met by December 31, 2027, capped at 19.99% of outstanding shares
Target becomes the Maritime Systems division, led by former BlackSea CEO Bob Pudney; financial statements and pro forma information to follow by amendment
Concentra Group Holdings Parent, Inc. (NYSE: CON) said Tanner Newton, its senior vice president of strategy and finance, will become executive vice president and chief financial officer effective November 1, 2026. The change is part of a previously announced leadership succession in which Matthew DiCanio becomes president and chief executive officer and Keith Newton becomes executive chairman on the same date. The filing does not report financial results, and the terms of Tanner Newton's employment agreement will be disclosed in a later filing.
Tanner Newton, 34, was appointed EVP and CFO, effective November 1, 2026; he has been SVP of strategy and finance since January 2025.
Matthew DiCanio, currently president and CFO, becomes president and CEO on November 1, 2026; Keith Newton moves from CEO to executive chairman.
Tanner Newton is the son of Keith Newton, a board member and the current CEO; the company says no arrangements exist under which he was appointed.
Compensation terms are not yet disclosed; the company expects to file an 8-K after the employment agreement is signed.
IPG Photonics signed a share purchase agreement on September 8, 2026, to acquire Lumibird Medical from Lumibird S.A. for €300 million in cash on a cash-free, debt-free basis, plus up to €50 million in contingent earn-out payments tied to 2026 and 2027 performance metrics. The company expects to fund the deal with cash on hand, and closing is expected in the fourth quarter of 2026, subject to French regulatory approvals and an AMF waiver.
Purchase price of €300 million on a cash-free, debt-free basis, payable in cash at closing, with customary adjustments
Earn-out of up to €50 million in additional cash based on certain 2026 and 2027 performance metrics
Closing subject to French foreign investment authorization and an AMF waiver from a mandatory buyout offer; expected in Q4 2026
Company secured a warranty and indemnity insurance policy covering certain breaches of seller representations
Clearway Energy, Inc. said CFO Sarah Rubenstein will move to a new role at Clearway Energy Group LLC effective October 1, 2026, and Steven Ryder, currently CFO of Clearway Energy Group, will succeed her as CFO of the company. The company also appointed Samantha Prout as senior vice president, accounting and controller, effective September 8, 2026. The filing reports no financial results or guidance; the changes concern the leadership of the company's finance and accounting functions, and Clearway Energy Group held approximately 54.88% of the combined voting power as of June 30, 2026.
Sarah Rubenstein transitions out of her role as CFO effective October 1, 2026, and will become Head of the Transformation Office at Clearway Energy Group LLC.
Steven Ryder, EVP and CFO of Clearway Energy Group since September 2018, becomes CFO of Clearway Energy, Inc. effective October 1, 2026, and keeps his Clearway Energy Group role.
Samantha Prout, formerly Chief Accounting Officer and Controller at Amicus Therapeutics, joins as SVP, Accounting and Controller effective September 8, 2026, and succeeds Rubenstein as principal accounting officer.
Prout will receive a one-time cash sign-on bonus of $50,000.
Adobe's board appointed Anil Chakravarthy, currently president of the Customer Experience Orchestration business, as president and chief executive officer effective December 1, 2026. Shantanu Narayen, the current chair and CEO, will retire as CEO and become Executive Chair, and David Wadhwani is stepping down as president of the Creativity & Productivity business effective September 27, 2026. The filing contains no financial results, so the change is a leadership transition rather than a change in reported performance.
Anil Chakravarthy named President and CEO and board member, effective December 1, 2026
Shantanu Narayen retires as CEO and becomes Executive Chair of the Board on the same date
David Wadhwani steps down as President, Creativity & Productivity Business, effective September 27, 2026, and remains as a senior advisor for a transition period
Adobe plans to hold its Q3 FY2026 earnings call on September 10
MIND Technology reported fiscal second-quarter revenue of about $5.6 million for the quarter ended July 31, 2026, down from $13.6 million a year earlier, and a net loss of about $1.7 million, or $0.19 per share, versus net income of $1.9 million, or $0.24 per share, a year earlier. The company said order flow is being hurt by macro uncertainty, and its marine technology product backlog fell to $4.8 million from $12.8 million at July 31, 2025.
Revenue of about $5.6 million, versus $13.6 million in the second quarter of fiscal 2026 and $9.7 million in the first quarter of fiscal 2027
Operating loss of about $1.8 million, versus operating income of $2.7 million a year earlier; Adjusted EBITDA loss of about $949,000, versus $3.1 million a year earlier
Marine technology product backlog for the Seamap segment was $4.8 million at July 31, 2026, down from $12.8 million at July 31, 2025
Company reported $15.8 million in cash and said it is debt-free; conference call scheduled for September 9, 2026 at 9:00 a.m. Eastern Time
Solaris Energy Infrastructure completed its acquisition of Omega Foundation Services, an engineering, procurement and construction firm, through a merger agreement signed and closed on September 1, 2026. The seller, Andrew W. Bennett, received 3,599,199 Class A common shares and about $77 million in cash, subject to post-closing adjustments. The company says the deal adds specialized EPC capabilities to its power infrastructure offering.
Consideration: 3,599,199 Class A common shares plus about $77 million in cash, subject to customary post-closing adjustments
Merger agreement dated September 1, 2026, with the transaction closing the same day
Seller is subject to a 180-day lockup on the shares received, with a longer restriction on a portion of them
Press release of September 2, 2026 cites about $101 million of net cash consideration and $28 million of debt and lease assumption; financial statements and pro forma information to be filed by amendment
TPG Inc. disclosed that President Todd Sisitsky notified the company on September 6, 2026 that he is stepping down as President and from the Board of Directors, effective immediately. The filing does not name a successor or give a reason, so shareholders will be watching for any leadership announcement.
Todd Sisitsky notified TPG of his decision on September 6, 2026
He is leaving his position as President and his seat on the Board of Directors, effective immediately
The filing does not name a replacement or state the reason for the departure
On September 8, 2026, Smithfield Foods updated its third quarter 2026 outlook ahead of the Barclays Global Consumer Staples Conference, citing further pressure on the fresh pork market spread and lower hog prices. The company now expects a Fresh Pork third quarter adjusted operating loss of $70 million to $90 million and total company third quarter adjusted operating income of $115 million to $175 million, while reaffirming its fiscal 2026 Packaged Meats outlook. Shareholders will receive updated full-year Fresh Pork, Hog Production and total company guidance with third quarter results.
Fresh Pork third quarter adjusted operating loss now expected at $70 million to $90 million, driven by industry spread compression.
Hog Production third quarter adjusted operating profit now expected at $25 million to $45 million, driven by lower hog prices.
Total company third quarter adjusted operating income expected at $115 million to $175 million.
Packaged Meats fiscal 2026 adjusted operating income outlook of $1.075 billion to $1.15 billion reaffirmed, unchanged from the prior range.
AdaptHealth appointed Harriss Currie as Chief Financial Officer, effective September 9, 2026. Jason Clemens, the current CFO, ends his CFO authority on September 8, 2026, and leaves the company effective October 1, 2026, with severance for a termination without cause. The change in the top finance role is a leadership transition; the filing contains no financial results or guidance.
Harriss Currie, age 64, starts as CFO on September 9, 2026, under an employment agreement dated September 7, 2026.
Currie's annual base salary is $670,000, with a target bonus of 100% of base salary, and a sign-on RSU grant valued at $818,462.
Currie previously served as CFO of Luminex Corp. from October 2003 until its sale to DiaSorin in July 2021.
Jason Clemens's CFO authority ends September 8, 2026, and his employment ends October 1, 2026; he will receive severance for a termination without cause.
Xponential Fitness appointed Jennifer Ryu as Chief Financial Officer, effective October 19, 2026, succeeding Robert Julian, who has been interim CFO since March 2026. The filing also notes the Board has initiated a review of strategic alternatives to maximize shareholder value, which is ongoing and led by independent directors with Jefferies as financial advisor.
Ryu has been Executive Vice President and CFO of Resources Connection Inc. since 2019
Offer letter sets base salary at $550,000, a 60% target bonus, and a $150,000 sign-on bonus
Ryu's new hire and annual grants total $1.7 million, split 50% restricted stock units and 50% performance share units
Robert Julian will remain a consultant to the Company to ensure a smooth transition
InnovAge reported fiscal 2026 revenue of $989.7 million, up about 15.9% from $853.7 million, and a net loss attributable to the company of $2.5 million, or $0.02 per share, versus $30.3 million, or $0.22 per share, a year earlier. The company also issued fiscal 2027 guidance calling for revenue of $1,050 million to $1,085 million and Adjusted EBITDA of $105 million to $115 million, but it accrued $52.4 million in litigation losses for the year, which weighs on shareholder results.
Fiscal 2026 Adjusted EBITDA was $94.6 million, up from $34.5 million in fiscal 2025; the margin was 9.6%.
Fourth-quarter net income attributable to InnovAge was $8.3 million, or $0.06 per share, compared with a loss of $0.8 million a year earlier.
Fiscal 2026 litigation costs and settlements totaled $57.0 million, including $52.4 million of accrued losses for potential resolutions or paid settlements.
Fiscal 2027 guidance: census of 8,625 to 8,850 participants, total revenues of $1,050 million to $1,085 million, and Adjusted EBITDA of $105 million to $115 million.
Carlsmed appointed Jeffrey Bertolini, previously its senior vice president of operational excellence, as chief operating officer effective September 8, 2026. His base salary rose to $475,000 and his target incentive rose to 60% of salary, and he received 50,000 stock options. The filing reports no financial results, so the change is a management appointment rather than a change in reported performance.
Jeffrey Bertolini, age 60, appointed chief operating officer by the board on September 4, 2026, effective September 8, 2026.
Base salary increased to $475,000 from $440,000; target annual incentive increased to 60% of base salary.
Granted 50,000 stock options on September 8, 2026.
Previously served as senior vice president, operational excellence, since March 2025, and joined the company in September 2024.
Intellia Therapeutics said the FDA accepted its Biologics License Application for lonvo-z, its investigational one-time treatment for hereditary angioedema, and granted Priority Review with a PDUFA target action date of March 10, 2027. The FDA also said it does not currently plan to hold an advisory committee meeting on the application. The milestone sets a defined regulatory timeline for a product the company says could be the first approved in vivo CRISPR-based therapy.
FDA accepted the BLA for lonvo-z and granted Priority Review
PDUFA target action date is March 10, 2027
FDA does not currently plan an advisory committee to discuss the application
Phase 3 HAELO trial met its primary and all key secondary endpoints, with an 87% reduction in mean monthly attacks versus placebo
LiqTech International's Chief Financial and Operating Officer, David Noerby Foss Kowalczyk, notified the company on August 31, 2026, that he intends to resign effective November 30, 2026. The filing says the departure is not due to any disagreement with the company over its operations, policies or practices.
Resignation notice given August 31, 2026; effective date November 30, 2026
Departing officer: David Noerby Foss Kowalczyk, Chief Financial and Operating Officer
Filing states no disagreement with the company on operations, policies or practices
8-K signed September 8, 2026 by CEO Fei Chen; no successor is named in the filing
Inhibrx Biosciences reported primary endpoint results from the randomized Phase 2 portion of its HexAgon study of INBRX-106 plus pembrolizumab in first-line head and neck squamous cell carcinoma, with a data cutoff of August 19, 2026. The company plans to add about 50 HPV+ oropharyngeal patients to the Phase 2 portion to support a potential accelerated regulatory pathway, then align with the FDA and start a Phase 3 confirmatory portion.
Confirmed objective response rate was 48.3% for INBRX-106 plus pembrolizumab vs 26.5% for pembrolizumab alone; 4 patients (13.8%) in the combination arm had a complete response vs none in the control arm.
Median progression-free survival was 9.6 months vs 4.9 months, though the company said median PFS continues to mature.
In HPV+ patients, confirmed objective response rate was 80.0% vs 33.3%, based on 10 combination-arm and 9 control-arm patients.
The most common treatment-related adverse events were rash, fatigue and diarrhea, which the company described as predominantly low grade.
Effective September 4, 2026, NTIC's board named Gautam Ramdas President and Chief Executive Officer, replacing G. Patrick Lynch, who became Chairman of the Board and will remain an employee for up to three years. The board also expanded from eight to nine directors, added Ramdas as a director, and appointed Brian Haglund as Chief Operating Officer. The company says the changes are part of its management succession plan and not the result of any disagreement with the company.
Gautam Ramdas named President and CEO, with a base salary of $520,000 and severance of 18 months' base salary on involuntary termination
G. Patrick Lynch named Chairman, with a base salary of $150,000 and severance of $667,000 payable on termination for any reason
Richard Nigon, former Chairman, named lead independent director; Brian Haglund named Chief Operating Officer at a base salary of $302,500
Board expanded from eight to nine directors; Ramdas received a promotional option on 15,278 shares at $7.99 per share
On September 3, 2026, AGNT agreed to buy 8,693,290 of its common shares from the Gratitude 2022 Trust at $3.68 per share, a 10% discount to the five-day volume-weighted average price. The trust's sole beneficiaries are adult family members of Chairman and CEO Glenn Sanford, and the audit committee, made up of independent directors, approved the deal, so shareholders should note the related-party nature of this sizable purchase.
Seller: Frank Selden as trustee of the Gratitude 2022 Trust; beneficiaries are adult family members of Glenn Sanford
Audit committee of independent, disinterested directors reviewed and approved the deal under the related person transaction policy
Closing is subject to customary conditions and must occur on or before September 11, 2026, unless extended
Franklin Electric acquired all outstanding stock of Cat Pumps Corporation, a high-pressure pump maker based in Minneapolis, under a share purchase agreement dated September 4, 2026. The company paid about $350 million in cash, subject to adjustment, plus performance-based restricted stock units with a target value of $25 million tied to Cat Pumps' gross profit in 2028. Franklin Electric said the deal is expected to be accretive to Adjusted EPS in 2027 and that its net leverage ratio is expected to be about 1.5x after closing.
Cash consideration of approximately $350 million, funded from available cash and existing credit facilities
PRSUs with a target value of $25 million, paying out from 0% to 200% of target based on 2028 gross profit
Cat Pumps had approximately $115 million in revenue and $45 million in Adjusted EBITDA in 2025, per the press release
Cat Pumps will be reported in the Energy Systems segment; the acquisition was completed September 4, 2026
Meshflow Acquisition Corp. (Nasdaq: MESH) entered into a business combination agreement dated September 5, 2026 with HGP Intelligent Energy, LLC, a nuclear power technology company. If completed, Meshflow will domesticate as a Delaware corporation and both companies will become wholly owned subsidiaries of a new public company, Leyte Parent, Inc. The transaction values HGP at a pre-money equity value of $800 million and is expected to provide about $345 million of gross proceeds, but it remains subject to shareholder, regulatory and other closing conditions.
HGP unit holders will receive 80,000,000 newly issued shares of Pubco common stock, calculated as $800 million divided by $10.00 per share
The transaction is expected to provide approximately $345 million of gross proceeds, before potential redemptions
Post-closing board will have seven directors: three designated by HGP, three designated by Meshflow's sponsor, and HGP's chief executive officer
The parties intend to list Pubco common stock and warrants on Nasdaq or the NYSE after closing
QNB Corp. sold $254.4 million in available-for-sale securities with a 1.59% weighted-average yield and unwound $162.0 million in notional pay-fixed swaps, reinvesting proceeds at an expected blended yield of about 5.45%. The company estimates a net pre-tax loss of about $26.2 million, to be included in its third-quarter 2026 results, and expects to recover that loss in under four years.
Sold $254.4 million in book value of AFS securities at a 1.59% weighted-average yield, about 46.8% of the securities portfolio
Unwound $162.0 million in notional pay-fixed swaps as part of the repositioning
Estimated net pre-tax loss of about $26.2 million, included in third-quarter 2026 financial results
Sales had no impact on shareholders' equity or book value per share as of the sale date
StablecoinX Inc. said Edward Chen, its chief executive, is resigning as CEO effective September 8, 2026, and will remain Chairman of the Board. The Board appointed Christopher Jensen, a former Franklin Templeton senior vice president and portfolio manager, as CEO and a director on the same date. The filing sets out his pay and severance terms, which shareholders can review in the employment agreement filed as an exhibit.
Christopher Jensen, age 47, becomes CEO and a Board member effective September 8, 2026; he previously spent over eleven years at Franklin Templeton.
Jensen's agreement provides a $450,000 annualized base salary and a target bonus of 150% of base salary, capped at 200%.
Jensen's severance is 1.5 times base salary payable over 18 months, or 2.5 times base salary plus target bonus in a lump sum during a change-in-control period.
The 8-K names the departing CEO as Edward Chen, while the press release calls him Ted Chen.
NMP Acquisition Corp. signed a business combination agreement on September 4, 2026, under which Gibson Technical Services (GTS) would become a public company through a new holding company, GTS Holdings, Inc. The deal values GTS at an implied enterprise value of $400 million, and the closing remains subject to an SEC-reviewed Form S-4, NMP shareholder approval and other conditions, so there is no assurance it will be completed.
Implied enterprise value of $400 million, paid in an all-stock transaction
GTS reported approximately $140 million of 2025 revenue, up about 36% year over year, in unaudited results
Seller's secured notes above $75 million converted to equity; $75 million of Pubco preferred stock convertible at $12.00 per share
NMP's trust account held approximately $119.8 million as of September 4, 2026, before shareholder redemptions
GameStop reported second-quarter results for the period ended August 1, 2026, with operating income of $160.2 million, up from $66.4 million a year earlier, and net income of $298.7 million, up from $168.6 million. Net sales fell to $790.2 million from $972.2 million, and the company raised its fiscal 2026 Adjusted EBITDA outlook to in excess of $650 million from over $600 million.
Operating income was $160.2 million, the highest second-quarter operating income in company history, compared with $66.4 million a year earlier.
Net sales were $790.2 million versus $972.2 million; the company cites the prior-year Nintendo Switch 2 launch, planned store closures and the France divestiture.
Net income of $298.7 million included a $166.3 million gain on a derivative asset and a $72.1 million unrealized gain on an equity investment in eBay.
Fiscal 2026 Adjusted EBITDA outlook raised to in excess of $650 million, up from the over $600 million outlook given on June 26, 2026.
Genpact said Sumita Pandit, formerly President and Chief Financial Officer at Radian, will become Senior Vice President and Chief Financial Officer on September 9, 2026, replacing Michael Weiner, who steps down from the role but stays on in a transitional capacity through March 31, 2027. The filing says Weiner's departure is not related to any disagreement with the company's auditors or management over accounting or disclosure, which gives shareholders a clear picture of a planned leadership transition at the finance chief level.
Sumita Pandit becomes SVP and CFO effective September 9, 2026; Michael Weiner steps down as CFO effective September 8, 2026
Pandit's employment agreement provides a $750,000 base salary and a target bonus of 120% of base salary
Pandit is eligible for a one-time bonus of $3,000,000, paid as $400,000 in December 2026 and $2,600,000 in December 2027
Pandit's initial equity awards each have a grant value of $2,675,000: one performance share unit award and one restricted share unit award
Eagle Financial Services (EFSI) and John Marshall Bancorp (JMSB) signed a merger agreement on September 7, 2026, under which EFSI shareholders would receive 2.00 JMSB shares for each EFSI share, and the two banks would combine under the John Marshall Bancorp name. The deal requires shareholder and regulatory approvals, and the companies expect it to close early in the first quarter of 2027, so EFSI shareholders would become holders of the combined company's stock.
Each EFSI common share converts into 2.00 JMSB common shares, with cash paid in lieu of fractional shares.
Pro forma ownership of the combined company is 56.6% JMSB and 43.4% EFSI, per the investor presentation filed as Exhibit 99.1.
The combined board will have 12 directors, six from each company, and Brandon C. Lorey will serve as Chief Executive Officer.
Either party may terminate if the mergers are not completed by September 30, 2027.
On September 7, 2026, John Marshall Bancorp (JMSB) and Eagle Financial Services (EFSI) signed a merger agreement under which EFSI will merge into JMSB in an all-stock transaction valued at about $253 million. The companies say the combined company would hold $4.4 billion in assets, and the deal requires shareholder and regulatory approvals before it can close, which is expected in early 2027.
Each EFSI share converts into 2.0 JMSB shares, an implied $46.72 per share based on JMSB's $23.36 close on September 4, 2026, a premium of about 11.5% to EFSI's $41.90 close.
The combined company would have a 12-member board, 6 from each company, with Christopher W. Bergstrom as Executive Chairman and Brandon C. Lorey as CEO.
Closing is expected early in the first quarter of 2027, subject to shareholder votes and approvals including from the Federal Reserve and the Virginia Bureau of Financial Institutions.
A $10,100,000 termination fee applies in certain circumstances, and either party may terminate if the mergers are not completed by September 30, 2027.
GoPro issued a $20 million convertible debenture to YA II PN, Ltd. (Yorkville) on September 8, 2026, as the third and final closing under a February 27, 2026 purchase agreement. The debenture matures August 26, 2027, and converts into Class A common stock at the lower of $1.35 or 98% of the lowest five-day VWAP, with a floor of $0.1736, so conversion could add a significant number of shares and dilute existing holders.
Principal amount of $20 million; issued at an original issue discount of 3.00%
Matures August 26, 2027; no interest unless certain adjustment events or defaults occur, then 5.00% or 18.00% annually
Conversion price is the lower of $1.35 or 98% of the lowest five-day VWAP, not below $0.1736
Total convertible debentures under the agreement capped at $50 million; $25 million was purchased at signing, and no further debentures are issuable
MSC Industrial Direct named Robert Kuhns, former CFO of TopBuild Corp., as executive vice president and chief financial officer effective September 14, 2026. Greg Clark, interim CFO since August 2025, resigned from that role on the same date and will remain vice president of finance and corporate controller. The filing does not include financial results or guidance.
Robert Kuhns, age 52, was CFO of TopBuild Corp. from March 2022 until its acquisition by QXO, Inc. in July 2026.
Offer letter provides a $650,000 annual base salary, a fiscal 2027 target bonus of 85% of base salary, and an equity award with a $1,500,000 grant date value.
Sign-on grant of restricted stock units with a $1,500,000 grant date fair value vests in equal amounts over four years.
Greg Clark resigned as interim CFO effective September 14, 2026 and continues as vice president of finance and corporate controller.
Markel Group's Chairman Steven A. Markel will retire as Chairman and will not stand for re-election to the Board at the 2027 Annual Meeting, and Chief Executive Officer Thomas S. Gayner was appointed Chairman effective September 8, 2026. Simon Wilson and Andrew G. Crowley were also named Co-Presidents, and the Board created a Leadership Council to coordinate board and management oversight of strategy, performance, and capital allocation. The filing reports no financial results, but it changes the company's top leadership and sets new base salaries for three executives.
Steven A. Markel gave notice on September 3, 2026 that he will retire as Chairman and leave the Board after the 2027 Annual Meeting.
Thomas S. Gayner, Chief Executive Officer, became Chairman effective September 8, 2026, and his base salary rose from $1,100,000 to $1,210,000.
Simon Wilson and Andrew G. Crowley were named Co-Presidents; Wilson's base salary rose from $897,967 to $1,083,520, and Crowley's from $530,000 to $700,000.
Michael O'Reilly remains Lead Independent Director, and the new Leadership Council includes him, the Chairman and CEO, and the Co-Presidents.
First-Citizens Bank & Trust Company, the wholly owned banking subsidiary of First Citizens BancShares, completed its previously announced acquisition of 138 branches from BMO Bank N.A. effective September 4, 2026. The bank assumed approximately $5 billion in deposits and $650 million in loans, and the filing says the branches expand its footprint across the Midwest, Great Plains and West.
138 branches acquired from BMO Bank N.A., effective September 4, 2026
Approximately $5 billion in deposits and $650 million in loans assumed
Bank now serves clients through more than 600 branches and offices nationwide, with more than $225 billion in assets
Approximately $1 million to be invested in communities over 2026 and 2027
Health Catalyst's Board appointed Simeon Kohl as Chief Executive Officer, President, and a Class III director, effective September 14, 2026. Ben Albert resigned as CEO, President, and director, effective September 13, 2026, and will serve as Chief Business Officer; the filing says his resignation is not the result of any disagreement with the Company.
Kohl's salary is $600,000, with an annual bonus target of 100% of base salary.
The Board plans to grant Kohl 2,747,385 restricted stock units, with 915,975 vesting on September 4, 2027.
Albert's salary as Chief Business Officer is $415,000, effective September 14, 2026.
The Board adopted the 2026 Employment Inducement Incentive Plan, reserving 2,747,385 shares without stockholder approval under Nasdaq Rule 5635(c)(4).
Spyre Therapeutics reported 12-week Part A induction results from the Phase 2 SKYLINE trial of SPY003, an anti-IL-23 antibody in development for moderately-to-severely active ulcerative colitis. SPY003 met its primary endpoint with a 10.0-point reduction in Robarts Histopathology Index score from baseline (p<0.0001), and the company reported no drug-related serious adverse events for the drug. For shareholders, the results complete proof-of-concept for all three monotherapy components of the company's IBD combinations, but the data come from a 44-subject open-label study and do not include financial results.
Primary endpoint: 10.0-point RHI reduction at Week 12 (p<0.0001) in 44 subjects receiving SPY003, with clinical remission at 20% and endoscopic improvement at 30%
Safety: 19 subjects (43%) had treatment-emergent adverse events; 3 serious adverse events were reported, all deemed not drug-related
Next readouts: SKYWAY sub-studies (SPY072) expected 4Q 2026; SKYLINE Part B topline induction data expected in 2027
GE Aerospace agreed to buy Consolidated Precision Products (CPP), a castings manufacturer, for a cash purchase price of $11.75 billion, subject to closing adjustments. The company plans to fund it with $7 billion in cash and new debt, and expects the deal to close in the second half of 2027 pending regulatory approvals. The company says the deal is expected to be accretive to adjusted EPS and free cash flow in the first year.
Purchase price of $11.75 billion, financed with $7 billion in cash and the remainder in new debt
Valued at about 18x 2027 EBITDA including expected net synergies, or about 26x without them
Expected to close in the second half of 2027, subject to regulatory approvals and other customary closing conditions
CPP has about 6,600 employees across more than 20 facilities and is seller-backed by Warburg Pincus and Berkshire Partners
Group 1 Automotive said it intends to sell $1.25 billion of senior unsecured notes in a private offering, split evenly between notes due 2032 and 2035, to help fund its pending purchase of dealership assets from Hennessy Automobile Companies. If that acquisition does not close by the outside date, the company must redeem the 2032 notes. The offering memorandum excerpts show revenue and net income for the six months ended June 30, 2026 below the prior-year period, and pro forma net leverage of 4.2 times, so the deal adds debt while results have declined.
$625.0 million of 2032 notes and $625.0 million of 2035 notes, subject to market conditions
Proceeds, with cash on hand, will fund the Hennessy Acquisition of 10 Atlanta-area dealerships, one collision center and related real estate
2032 notes must be redeemed at 100% of issue price plus accrued interest if the Hennessy deal is not completed by the later of January 6, 2027 or the extended outside date
Six months ended June 30, 2026: total revenues $10,792.2 million vs. $11,208.8 million; net income $233.5 million vs. $268.6 million
Rigetti's subsidiary signed an Other Transaction Agreement with the U.S. Department of Commerce on September 4, 2026, for up to $100 million in CHIPS Act funding for superconducting quantum computing research. As a condition of the award, Rigetti agreed to issue 7,739,938 shares of common stock to the Department at an implied price of $12.92 per share, which will dilute existing stockholders.
Award of up to $100 million, paid in tranches of $43.9 million, $29.9 million and $26.2 million if milestones are met
Agreement signed September 4, 2026; share issuance under a Securities Issuance Agreement dated September 8, 2026, at an implied $12.92 per share
Department may demand repayment of payments as a debt for material non-compliance, and may terminate the agreement
Shares were issued in a private transaction exempt from registration under Section 4(a)(2) of the Securities Act
ABM reported fiscal third-quarter 2026 revenue up 4.2% to a quarterly record of $2.3 billion and net income up 19% to $49.7 million, or $0.84 per diluted share. The company raised the midpoint of its full-year adjusted EPS outlook to $3.95 to $4.10 and lowered its segment operating margin outlook, while declaring a $0.29 quarterly dividend.
Revenue rose 4.2% to $2.3 billion, with 2.1% organic growth and 2.1% from acquisitions; Technical Solutions revenue was affected by deferred projects.
Net income was $49.7 million, or $0.84 per diluted share, versus $41.8 million, or $0.67, a year earlier; adjusted EPS was $1.04 versus $0.82.
Adjusted EPS outlook midpoint raised to $3.95 to $4.10 from $3.85 to $4.15; segment operating margin outlook narrowed to 7.7% to 7.8% from 7.8% to 8.0%.
Board declared a $0.29 per share dividend payable November 2, 2026, to holders of record on October 1, 2026.
Kura Oncology appointed Jennifer Fulk as Chief Financial Officer, principal financial officer and principal accounting officer, effective September 8, 2026, replacing Troy E. Wilson and Thomas Doyle in those roles. The filing sets out her $550,000 base salary, an option for 450,000 shares and a performance-based restricted stock unit award covering 173,438 shares, which tie her pay to the company's financial position and development progress.
Jennifer Fulk appointed CFO effective September 8, 2026, replacing Troy E. Wilson in the CFO role and Thomas Doyle as principal accounting officer
Annual base salary of $550,000 and discretionary bonus of up to 45% of base salary
Option to purchase 450,000 shares, vesting over four years, plus a performance-based RSU award covering 173,438 shares
Prior roles include CFO of Soleno Therapeutics (March 2026 to May 2026) and CFO of Talkspace, Inc. (July 2021 to May 2024)
United Natural Foods reported fourth-quarter fiscal 2026 net income of $35 million, compared with a net loss of $87 million a year earlier, while net sales fell 0.7% to $7.6 billion. The company also gave fiscal 2027 guidance and, on September 3, 2026, authorized a new share repurchase program of up to $200 million, which replaces the September 2022 program.
Q4 fiscal 2026 net income of $35 million ($0.57 diluted EPS) vs. a net loss of $87 million a year earlier; Adjusted EBITDA rose 48.3% to $172 million.
Full-year fiscal 2026 net sales fell 2.0% to $31.2 billion; net income was $84 million vs. a net loss of $118 million in fiscal 2025.
Fiscal 2027 guidance: net sales $31.2-$31.8 billion, net income $105-$145 million, Adjusted EPS $3.00-$3.50, Adjusted EBITDA $730-$780 million.
Board authorized up to $200 million in share repurchases on September 3, 2026; the program has no fixed expiration date.
Anteris Technologies appointed Brent Moen as Chief Financial Officer effective September 11, 2026, with an annual base salary of $475,000 and a 2026 long-term incentive award with a $500,000 target value. Current CFO Matthew McDonnell will move to the role of Head of Australia on the same date and remain an employee.
Brent Moen named CFO effective September 11, 2026; announced in filing dated September 8, 2026
Moen's employment agreement sets a $475,000 base salary and a short-term bonus target of up to 50% of base salary
Moen's 2026 long-term incentive grant of nonqualified stock options has a $500,000 target value and a 10-year term
Matthew McDonnell ceases to be CFO and becomes Head of Australia effective September 11, 2026
Boston Scientific said a cybersecurity incident identified on August 25, 2026 caused a global disruption to its operations, including manufacturing, order processing and shipping. The company believes the incident is likely to materially affect its third quarter and full year 2026 results, and it is unlikely to meet the net sales growth and adjusted EPS guidance it gave on July 29, 2026. The filing does not quantify the financial impact, and the company says the full effects are not yet known.
Incident identified August 25, 2026; the company activated incident response protocols with third-party cybersecurity experts.
Company is unlikely to meet previously provided net sales growth and adjusted EPS guidance for Q3 and full year 2026 (guidance issued July 29, 2026).
Major distribution centers are processing and shipping at or above normal levels, and manufacturing has resumed across most facilities; full recovery timing is uncertain.
Updated outlook for the rest of 2026 is expected on the Q3 earnings call on Wednesday, October 28, 2026; the company does not expect a material long-term impact on its financial condition.
On September 6, 2026, WaFd entered a merger agreement under which EverBank Financial Corp will merge into WaFd, with WaFd surviving and renamed EverBank Financial Corp. EverBank shareholders would receive WaFd shares, leaving EverBank holders with about 59.175% of the combined company and WaFd holders with about 40.825%, and the deal requires WaFd shareholder and regulatory approvals. WaFd expects approximately 29% EPS accretion in 2027, but its current shareholders would own a smaller share of the company.
Merger agreement dated September 6, 2026; EverBank shareholders approved it by written consent.
About 107.7 million WaFd shares estimated to be issued at closing; ownership split is fixed at 59.175% EverBank holders and 40.825% WaFd holders.
WaFd would pay a $101,060,629 cash termination fee in certain circumstances; either party may terminate if the merger is not completed by September 6, 2027.
Greg Seibly to serve as CEO and Brent Beardall as president; Robert Radway to be chairman; 13-member board. Closing expected in early 2027.
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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.