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).
Generation Income Properties completed sales of its Dollar General portfolio, a Fresenius medical property and a Vacaville property in July and August 2026. It also paid $600,000 to reacquire the 7-Eleven property in Washington, D.C., ending a March 2026 transfer of that entity. Unaudited pro forma figures show lower six-month revenue but a smaller per-share loss, as the filing presents them.
Dollar General portfolio of six properties sold for $6,246,221 with net proceeds of $2,685,000, completed August 21, 2026
Fresenius property in Chicago sold for $2,800,000 with net proceeds of approximately $1,365,000, completed August 21, 2026
Vacaville property sold for $2,475,000 on July 15, 2026; Washington, D.C. entity reacquired June 16, 2026 for $600,000 in cash
Pro forma six-month 2026 loss per share of $(2.98) compared with $(3.26) historical; pro forma revenue of $3,676,321 compared with $4,294,858 historical
On September 15, 2026, Algorhythm Holdings closed its purchase of substantially all assets of Azure Energy, LLC, paying entirely in company securities valued at $23,000,000. The same day, CEO Gary Atkinson and CFO Alex Andre were terminated, Andrew Thompson became CEO, and the company issued a $4,025,000 secured note in an exchange for its Series A Preferred Stock. The common shares issued equal 19.99% of outstanding common stock, and the filing states the company is now seeking to shift its operating focus to renewable power.
Closed September 15, 2026; price of $23,000,000 paid in 4,076,312 common shares (19.99% of outstanding as of September 14, 2026) and 22,038 Series B Preferred shares
Option to buy 79.0286% of Azure S.R.L. equity for $30,000,000 within 36 months; up to 50% of exercise price payable in cash
Andrew Thompson appointed CEO effective September 15, 2026; Gary Atkinson and Alex Andre employment terminated not for cause; Atkinson also resigned from the board
Streeterville exchanged 3,500 Series A Preferred shares for a $4,025,000 Secured Pre-Paid Purchase #5 bearing 9% interest, maturing three years from September 15, 2026
Woodward plans to cease operations at its Santa Clarita, California, facility no later than December 2027 and move military flight control actuation production to its Spartanburg, South Carolina campus. The company also agreed to sell certain legacy product lines and the Santa Clarita campus, with that sale expected to close in fiscal 2027. Woodward expects cumulative pre-tax charges of $34 million to $47.5 million, mostly cash costs, which shareholders will bear as the actions are completed.
Estimated cumulative pre-tax charges of $34 million to $47.5 million, including $23 million to $29 million of employee-related costs
About 400 roles at the Santa Clarita facility are expected to be affected
Santa Clarita operations to cease no later than December 2027; Spartanburg facility expected to go online in summer 2027
Divestiture of certain product lines and the Santa Clarita campus expected to close in fiscal year 2027
IB Acquisition Corp. entered into an equity purchase facility of up to $50 million and a securities purchase agreement for senior secured convertible notes, both tied to its pending business combination with GNQ Insilico. The initial PIPE closing of $16,470,588 is set to occur just before the business combination closes, with potential additional closings up to $90 million. The notes carry a 12% interest rate and a 12-month maturity, and their conversion could dilute existing shareholders.
Equity purchase facility allows the company to sell up to $50.0 million of Class A common stock to an institutional investor over up to 36 months.
Initial PIPE closing of $16,470,588 in senior secured convertible notes, with potential additional closings up to $90,000,000.
PIPE notes bear 12% annual interest, rise to an 18% default rate, mature in 12 months and convert at an initial $10.00 per share.
Company issued a $675,000 convertible commitment note to the equity facility investor.
Optimum Communications said its previously issued financial statements for fiscal 2025 and the first half of 2026 should no longer be relied upon, because it failed to recognize non-cash deferred tax benefits tied to two earlier impairment charges on its cable franchise rights. The restatements are expected to reduce previously reported net losses, but the company also expects to report a material weakness in internal control over financial reporting related to income taxes.
The restatement covers the 10-K for fiscal 2025, the 10-Qs for the periods ended September 30, 2025, March 31, 2026 and June 30, 2026, and the financial statements of subsidiary CSC Holdings, LLC.
Reported net losses would decline by approximately $430 million for the three and nine months ended September 30, 2025 and the year ended December 31, 2025, and by approximately $720 million for the quarter ended March 31, 2026 and the six
Cash balances, revenues, capital expenditures, cash flows, EBITDA and loss before income taxes are not affected, according to the filing.
The Audit Committee concluded on September 16, 2026 that the affected statements should not be relied upon; the figures remain preliminary and may change.
Credit Acceptance extended its $500.0 million Term ABS 2019-2 financing and its warehouse facility, both now running to September 15, 2028. The Term ABS rate rose from 5.43% to 5.83%, while the warehouse facility rate fell from SOFR plus 185 basis points to SOFR plus 175 basis points. The filing describes these as routine financing amendments with no other material changes, and it does not address earnings or guidance.
Term ABS 2019-2 ($500.0 million) revolving period extended from September 15, 2026 to September 15, 2028; interest rate increased from 5.43% to 5.83%
Warehouse Facility II amortization date extended from September 20, 2027 to September 15, 2028; rate cut from SOFR plus 185 to SOFR plus 175 basis points
$180.0 million outstanding under Warehouse Facility II as of September 15, 2026
Ennis reported revenue of $102.0 million for the quarter ended August 31, 2026, up 3.3% from the prior-year quarter, but diluted earnings per share fell to $0.37 from $0.51. The company tied the decline mainly to a $5.3 million favorable litigation judgment in the prior-year quarter and a $700,000 charge this quarter, and its Board raised the quarterly dividend 5.0% to $0.2625 per share.
Revenue was $102.0 million, up $3.3 million or 3.3% from $98.7 million; gross profit margin was 29.9% versus 30.5%.
Net earnings were $9.4 million, or $0.37 per diluted share, versus $13.2 million, or $0.51, a year earlier.
The quarterly dividend rises from $0.25 to $0.2625 per share, payable November 6, 2026 to holders of record on October 9, 2026.
Cash rose to $54.0 million at August 31, 2026 from $34.6 million at February 28, 2026, and the company reports no debt.
InspireMD amended some of its outstanding Series J and Series K warrants with certain holders, lowering the exercise price on the affected shares to $0.7674 and tying their expiration to the anticipated FDA approval of CGuard Prime 80 cm. The company says that if the warrants are exercised in full, they could bring in up to $11 million in gross proceeds, which it expects to help fund the product launch, while existing shareholders face the potential dilution that would follow.
Amendments cover 50% of the Series J warrant shares and all Series K warrant shares held by participating holders, with the rest of the Series J shares unchanged at $1.3827.
New termination date is 5:00 p.m. Eastern on the earlier of May 15, 2028 or 20 trading days after the company announces FDA approval of CGuard Prime 80 cm, which it expects in Q4 2026.
The press release says up to $11 million in gross proceeds if the warrants are exercised in full; no new warrants were issued.
Some participating warrant holders are members of the company's board of directors.
On September 15, 2026, Recursion amended its master agreement with Tempus AI, extending the term to six years, removing its right to terminate for convenience, and setting annual license fees at $14 million on each of the third, fourth and fifth anniversaries, with at least $4 million payable in cash. The same day, Recursion granted Tempus a non-exclusive oncology license to its TxFM Model for a $12 million fee, paid in two $6 million installments. The filing does not state the financial effect of either agreement on Recursion's results.
The Amendment, dated September 15, 2026, extends the Master Agreement term from five to six years and eliminates Recursion's right to terminate for convenience.
Annual license fees are revised to $14 million on each of the third, fourth and fifth anniversaries, replacing the prior schedule of $22 million, $32 million and $42 million.
The TxFM License Agreement, also dated September 15, 2026, grants Tempus a two-year, non-exclusive oncology license with a $12 million fee.
The Amendment reduces the aggregate number of unique de-identified data records Recursion may access.
National CineMedia, through subsidiary NCM Holdings, completed its acquisition of Captivate on September 18, 2026, for $275.0 million in cash, subject to adjustments. The deal was funded with a new $275.0 million term loan, a $25.0 million revolving facility with $10.0 million drawn, and cash on hand, and it repaid the company's existing U.S. Bank credit facility. The filing adds a larger debt load at a 7.00% SOFR margin, which shareholders should weigh against the expanded screen network.
Captivate acquisition closed September 18, 2026, for $275.0 million, including a $5.0 million escrow for post-closing adjustments
$275.0 million term loan fully funded; $25.0 million revolver with $10.0 million drawn at closing
Facilities mature September 18, 2031, with a 7.00% per annum margin for SOFR borrowings
Maximum Total Net Leverage Ratio of 5.00:1.00, stepping down to 4.50:1.00 by December 31, 2029
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.