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).
FortuneX Acquisition Corp (FXAC), a blank check company, signed a business combination agreement on September 18, 2026 with WT Realty Group Inc., a real estate brokerage and services platform. Under the deal, FortuneX will domesticate from the Cayman Islands to Delaware and WT Realty will become a wholly owned subsidiary of the combined public company, with shareholders receiving 60,000,000 shares at a $10.00 reference price. The deal is expected to close in the first quarter of 2027 and requires FortuneX shareholder and WT Realty stockholder approvals.
Aggregate merger consideration of 60,000,000 PubCo shares, implying an equity value of $600 million at a $10.00 reference price
Closing expected in the first quarter of 2027; either party may terminate if closing has not occurred by May 26, 2027
Termination fee of $500,000 payable by a breaching party in specified circumstances
No executed transaction financing commitment identified as of the filing date
United Parks & Resorts named Kyle Miller, its Chief Parks Operations Officer, as President effective September 22, 2026, with CEO Marc Swanson remaining in his role. The company also amended its bylaws to allow the CEO and President roles to be held by separate people, and Chief Commercial Officer Christopher Finazzo said he will resign effective September 25, 2026.
Kyle Miller, 49, appointed President effective September 22, 2026; he has been Chief Parks Operations Officer since January 2023 and joined the company in 1995
Miller's pay includes a $400,000 base salary, a bonus target of 150% of salary, and a long-term incentive target of 300% of salary
Bylaws amended effective September 22, 2026 to allow separate CEO and President roles
Christopher Finazzo notified the company on September 19, 2026 of his resignation as Chief Commercial Officer, effective September 25, 2026
On September 3, 2026, Plutonian Acquisition Corp. II entered a Business Combination Agreement with NT1 Pty Ltd, an Australian company. NT1's shareholders would transfer all their shares to Purchaser in exchange for 50,000,000 Purchaser Shares, valued at $500 million at a deemed $10.00 per share, and Plutonian II would then merge into a subsidiary of Purchaser. The deal requires Plutonian II shareholder approval and other closing conditions, and the agreement can be terminated if closing has not occurred by June 30, 2027.
Closing Exchange Consideration is 50,000,000 Purchaser Shares, or $500 million at a deemed value of $10.00 per share, subject to possible adjustment after an independent valuation report.
Each Plutonian II ordinary share would convert into the right to receive one Purchaser Share upon the SPAC Merger.
Closing requires Plutonian II shareholder approval, Hart-Scott-Rodino antitrust clearance, and FIRB approval under Australian law.
Either party may terminate if closing has not occurred by June 30, 2027, and a breach can trigger a $500,000 breakup fee plus expenses.
Talos Energy completed its acquisition of deepwater assets in the Gulf of America from Shell Offshore Inc. on September 22, 2026, for a final net cash price of $420 million, which includes a $42.5 million escrow deposit paid earlier. The company also assumed proportionate decommissioning obligations, must provide financial assurance of an estimated $195.5 million, and its borrowing base under the credit agreement rose to $850 million, which matters to shareholders because it changes the company's obligations and borrowing capacity.
Final net cash purchase price at closing was $420 million, including the previously escrowed $42.5 million deposit, subject to customary post-closing adjustments.
Talos holds a 50% working interest and operatorship in the Coulomb field and a 25% non-operated working interest in the BP-operated Na Kika platform and four associated fields.
Initial decommissioning security is estimated at $195.5 million, satisfied through surety bonds at closing; 50% must be provided in cash escrow starting December 31, 2032.
Borrowing base increases from $700 million to $850 million; the company expects about $49 million in letters of credit at closing. Third quarter 2026 results are due November 3, 2026.
Halozyme Therapeutics completed the sale of $1,500.0 million of 1.50% Convertible Senior Notes due 2033 on September 22, 2026, including $200.0 million from the initial purchasers' option. The company received net proceeds of approximately $1,471.1 million and plans to use part of them to repurchase existing 2027 and 2028 convertible notes, which adds new debt while potentially reducing older debt.
$1,500.0 million aggregate principal of 1.50% Convertible Senior Notes due 2033 sold, including a $200.0 million option exercise
Net proceeds of approximately $1,471.1 million, with $187.5 million used to fund capped call transactions
Expected repurchases of about $217.0 million of 2027 Notes and about $435.5 million of 2028 Notes, including accrued interest
Initial conversion price of approximately $139.84 per share; interest paid semi-annually starting April 1, 2027
Caring Brands appointed Brian R. Meadows as full-time Chief Financial Officer effective September 18, 2026, and amended his consulting agreement through Myall Luna Ventures Inc. to cover the role. The monthly consulting fee rose from $10,000 to $15,000, and the board determined Mr. Meadows no longer qualifies as an independent director. The former interim CFO, Brian John, also left the CFO post and resigned as a director and Chairman on September 16, 2026.
Brian R. Meadows named full-time CFO and principal financial officer, effective September 18, 2026
Monthly consulting fee to Myall Luna Ventures Inc. increased from $10,000 to $15,000 under the First Amendment dated September 18, 2026
Brian John ceased as Interim CFO and principal accounting officer and resigned as director and Chairman on September 16, 2026; Dr. Glynn Wilson appointed Chairman effective September 18, 2026
Quantum X Labs said co-Chief Executive Officer Amihay Hadad stepped down effective immediately on September 22, 2026, and that his decision was not due to any disagreement with the company over operations, policies or practices. Yakov Baranes, co-CEO since May 2026, was appointed sole Chief Executive Officer as of the same date. The filing does not disclose financial results or a successor for any other role.
Amihay Hadad stepped down as Co-Chief Executive Officer, effective September 22, 2026
Hadad's departure was not the result of any disagreement with the company
Yakov Baranes, co-CEO since May 2026, was named sole Chief Executive Officer effective September 22, 2026
Group 1 Automotive closed a private offering of $1.25 billion in senior notes due 2032 and 2035, with net proceeds of about $1,236.0 million. The company plans to use the proceeds, with cash on hand, to fund its pending acquisition of dealership assets and real estate from Hennessy Automobile Companies. The notes add long-term debt, and if the Hennessy deal does not close by the outside date, the 2032 notes must be redeemed at par plus interest.
Two tranches of $625.0 million each: 6.250% notes due February 1, 2032 and 6.625% notes due February 1, 2035
Net proceeds of approximately $1,236.0 million after discounts, commissions and estimated expenses
Hennessy Acquisition must close by January 6, 2027, or the 2032 notes face a special mandatory redemption at 100% of issue price plus accrued interest
Reborn Coffee received a Nasdaq notice on September 16, 2026, saying it no longer meets the minimum $2,500,000 stockholders' equity requirement for continued listing on the Nasdaq Capital Market. The company reported stockholders' equity of $735,642 in its June 30, 2026 Form 10-Q, and it must submit a plan to regain compliance by November 2, 2026. The notice has no immediate effect on the listing, but the company states there is no assurance its plan will be accepted, and a rejected plan could lead to an appeal to a Nasdaq Hearings Panel.
On September 16, 2026, Nasdaq notified the company that its reported stockholders' equity of $735,642 is below the $2,500,000 minimum under Listing Rule 5550(b)(1).
The company also does not meet Nasdaq's alternative standards for market value of listed securities or net income from continuing operations.
A plan to regain compliance is due by November 2, 2026; if accepted, Nasdaq can grant up to 180 calendar days to regain compliance.
A separate Nasdaq notice about the late June 30, 2026 Form 10-Q was closed on September 16, 2026, after the company filed the report on September 14, 2026.
On September 22, 2026, CoreWeave completed a private offering of $4.2 billion in 2.875% convertible senior notes due April 1, 2033, including $500 million from the full exercise of the initial purchasers' option. The notes are senior unsecured obligations, guaranteed by certain subsidiaries, and can be settled in cash, shares or a combination, at CoreWeave's election. For shareholders, the notes add debt and could dilute holders on conversion, with up to 52,578,540 shares issuable at the maximum conversion rate, while capped call transactions are intended to reduce that dilution.
Notes total $4.2 billion, including $500 million from the full exercise of the initial purchasers' option; they bear 2.875% interest, payable April 1 and October 1, beginning April 1, 2027.
Initial conversion price is approximately $97.85 per share, a premium of about 22.50% over the September 17, 2026 last reported sale price of $79.88.
A maximum of 52,578,540 Class A shares may be issued on full conversion, based on the maximum conversion rate of 12.5187 shares per $1,000 principal amount.
CoreWeave may redeem the notes for cash from April 5, 2030 under certain conditions; holders may require repurchase at par plus accrued interest after a fundamental change.
KB Home reported results for the quarter ended August 31, 2026. Revenues fell 20% to $1.30 billion, net income dropped to $65.3 million from $109.8 million, and diluted earnings per share were $1.05, down from $1.61. Management kept its full-year 2026 deliveries, housing revenue and margin guidance within the ranges it last gave, but the lower quarterly profit reduces earnings for shareholders.
Revenues were $1.30 billion, down 20%, and homes delivered fell 19% to 2,732.
Housing gross profit margin was 16.5%, compared to 18.2%, and homebuilding operating income was $67.1 million, compared to $131.2 million.
Net orders fell 12% to 2,604, while backlog value rose 3% to $2.05 billion.
Full-year 2026 guidance was not changed; fourth-quarter deliveries are expected at 3,000 to 3,500 homes.
Domo, Inc. completed the sale of substantially all of its assets and employees to Progress Software Corporation on September 22, 2026, and received approximately $221.0 million in cash. The company renamed itself Huckleberry.ai, Inc., repaid its credit facility in full, and says it is now debt-free while retaining more than $900 million in net operating loss carryforwards.
Received approximately $221.0 million in cash at closing on September 22, 2026, or about $4.46 per share according to the press release.
Loan and Security Agreement dated August 8, 2023 terminated; all borrowings and accrued interest and fees paid in full.
Warrants issued in February 2024 and August 2024 repurchased for approximately $10.0 million in aggregate.
Common stock to trade as HUCK on the Nasdaq Global Market effective September 24, 2026, replacing the DOMO symbol; Josh James continues as CEO.
Progress Software completed its purchase of substantially all assets and certain assumed liabilities of Domo's AI and data platform business on September 22, 2026, under an agreement dated July 22, 2026. Progress paid $400 million in cash, funded from cash on hand and an existing revolving credit facility. The filing does not give the deal's financial impact, which Progress says it will discuss on its third-quarter earnings call, and financial statements will follow in an amendment.
Purchase price of $400 million in cash, funded by cash on hand and an existing revolving credit facility
Domo adds a customer base of over 2,400 businesses, according to the press release
Progress will address the financial impact on its third-quarter earnings call on Wednesday, September 30, 2026, at 5:00pm ET
Pro forma and financial statements for the Transaction will be filed by amendment to this 8-K
Curtiss-Wright's Board appointed Chief Operating Officer Kevin M. Rayment as President and Chief Executive Officer, effective January 1, 2027, and as a Board member at that time. Lynn M. Bamford, CEO since January 2021, will retire as CEO and become Executive Chair on the same date. The filing describes a planned succession, and Rayment's base salary and incentive targets are set out in the filing.
Kevin M. Rayment, age 57, joined the company in 2004 and has served as COO since April 2021 and as Executive Vice President since January 2026.
Rayment's annual base salary will be $1,100,000, with an annual target bonus of 125% of base salary.
Rayment's 2027 long-term incentive award has a target value of $5,225,000, split 30% restricted stock units, 30% performance units and 40% performance share units.
Bamford joined the company over 22 years ago and has been Chair since May 2022.
Compass Therapeutics said the FDA recommended it conduct a trial demonstrating a survival benefit before submitting a Biologics License Application for tovecimig in previously treated advanced biliary tract cancer. The company said it does not believe a new trial is warranted before submission and will keep engaging with the FDA, which means the timing and path to approval are now uncertain.
FDA recommended a trial demonstrating a survival benefit before a BLA submission for tovecimig
Phase 2/3 COMPANION-002 showed ORR of 18.0% vs. 5.3% with paclitaxel alone (p=0.0228)
Median progression-free survival was 4.7 vs. 2.6 months, hazard ratio 0.44 (p<0.0001)
Overall survival analyses did not reach statistical significance due to crossover
i-80 Gold furnished a September 21, 2026 press release on a feasibility study for its Granite Creek Underground gold project in Nevada. The base case shows an after-tax NPV (5%) of $118 million at $2,750/oz gold, rising to $598 million at $4,500/oz, and the study reports initial reserves of 556,500 oz gold. The filing also furnishes Mineral Point assay results, and the company says the study's production and sustaining capital figures improved on the March 2025 preliminary economic assessment.
Base case at $2,750/oz gold: after-tax NPV (5%) of $118 million and undiscounted after-tax cash flow of $153 million.
Initial proven and probable reserves of 2.20 million tonnes grading 7.87 g/t gold, containing 556,500 oz gold; mine life of about 8.5 years.
Average annual gold production of about 75,000 oz from 2028 to 2032, versus the March 2025 PEA; sustaining capital of $83 million, which the company says is lower than the PEA.
Lone Tree Plant commissioning is planned for the fourth quarter of 2027; inferred resources fell 38% as infill drilling upgraded material to higher categories.
The FDA has lifted the full clinical hold on Filana Therapeutics' IND for a planned Phase 2a study of simufilam in TSC-related epilepsy. Patient screening is expected to begin by the first quarter of 2027, so the hold removal is a development milestone rather than a change in financial results.
FDA lifted the full clinical hold on the simufilam IND, announced September 22, 2026
Planned Phase 2a study: 16-week randomized, double-blind trial at 13 U.S. sites, targeting 40 subjects aged 12 to 55
Patient screening expected to begin by the first quarter of 2027
Company completed trial-readiness work during the hold, including engaging a clinical research organization and identifying sites
Blackstone-affiliated funds, the current majority owners of Jersey Mike's Subs Inc., have entered into margin loan agreements providing approximately $1.09 billion in aggregate borrowings, secured by pledged company shares and units. If the Blackstone borrowers default, the lenders may foreclose on the pledged shares and units, which the filing says represent about 54.3% of Class A common stock on an as-exchanged basis. The company is not a party to the loans but has agreed not to take actions intended to materially hinder lender remedies.
Loan agreements dated September 16, 2026 provide for approximately $1.09 billion in aggregate borrowings with Morgan Stanley Senior Funding, Inc. as administrative agent
Pledged collateral includes 127,631,450 Class A shares, 44,990,370 Class B shares and 44,990,370 Jersey Mike's HoldCo common units
Pledged collateral represents approximately 54.3% of Class A common stock, assuming exchange of all outstanding common units
Company is not a party to the loan documents and says it did not independently verify the disclosure
Celldex reported positive topline results from its two Phase 3 EMBARQ-CSU trials of barzolvolimab in chronic spontaneous urticaria, with both trials meeting the primary endpoint and all key secondary endpoints at Week 12. The company plans to submit a Biologics License Application to the FDA in 2027, and treatment in both trials will continue to 52 weeks. The filing contains no financial results, so the near-term effect on shareholders depends on the regulatory timeline.
EMBARQ-CSU1 and EMBARQ-CSU2 both met the primary endpoint (mean change in UAS7 at Week 12) and all key secondary endpoints across both dose groups.
Complete response (UAS7=0) at Week 12 was 42.1% to 45.7% on barzolvolimab versus 9.3% to 12.6% on placebo.
1,939 patients were randomized; data cutoff was September 9, 2026.
Lexeo Therapeutics signed a merger agreement on September 16, 2026, to acquire private clinical-stage company Mantle Therapeutics, paying $8.3 million upfront in cash and stock, with up to $13.0 million more in contingent payments. The company also announced three research collaborations on cerebellar-targeted frataxin gene therapy and said cash runway guidance into 2028 is unchanged.
Upfront consideration: $5.3 million in cash, subject to adjustments, and $3.0 million in Lexeo common stock
Contingent payments: an additional $1.0 million in cash and up to $12.0 million in milestones, none guaranteed; total potential consideration is $21.3 million per the press release
Closing requires Requisite Stockholder Approval; Key Stockholders holding about 76.1% of Mantle capital stock agreed to support the deal; either party may terminate if the merger is not completed by November 16, 2026
The press release expects closing in the third quarter of 2026 and states the deal is funded within existing balance sheet capacity
Viking Therapeutics reported positive topline results from the maintenance phase of its VK2735 study, in which patients moved to every-other-week or monthly dosing maintained up to 97% and up to 90% of their weight loss, respectively. The company also reported GI-related adverse event rates similar to placebo, and the filing presents no financial measures for the period.
Every-other-week dosing maintained up to 97% of Week 21 weight loss versus 61% for placebo (p<0.0001).
Monthly dosing maintained up to 90% of Week 21 weight loss versus 61% for placebo (p=0.0002).
Induction phase: weight loss of approximately 16% to 19% after 21 weeks of weekly dosing versus approximately 0% for placebo.
Management conference call scheduled for 8:00 a.m. ET on September 22, 2026.
MillerKnoll reported first-quarter fiscal 2027 net sales of $923.4 million, down 3.4% from a year earlier, while diluted earnings per share rose to $0.38 from $0.29. The company said the quarter included about $10 million in net operating income from U.S. tariff refunds, worth $0.11 per diluted share, and it cut its full-year net sales outlook to $3.88 billion to $4.03 billion from $3.93 billion to $4.13 billion, while keeping its adjusted EPS outlook of $1.85 to $2.15 unchanged.
Net sales were $923.4 million, down 3.4% as reported and down 3.3% organically; orders were $913.9 million, up 3.2%.
Diluted EPS was $0.38 versus $0.29; adjusted diluted EPS was $0.53 versus $0.45, both including the $0.11 tariff refund benefit.
Full-year fiscal 2027 net sales outlook was lowered to $3.88 billion to $4.03 billion from $3.93 billion to $4.13 billion; adjusted EPS outlook stayed at $1.85 to $2.15.
Interim CEO Jeff Stutz was named in the release; the board declared a $0.1875 quarterly dividend payable October 15, 2026.
Pentair appointed Robert W. Hau as Executive Vice President and Chief Financial Officer, effective November 1, 2026, replacing interim CFO Robert P. Fishman, who will resign at that time. Hau has held senior finance roles at Fiserv, TE Connectivity, Lennox International and Honeywell, and his pay package includes a $775,000 base salary and a $2.5 million equity award.
Robert W. Hau appointed EVP and CFO effective November 1, 2026; board action taken September 21, 2026
Hau has served as Senior Vice President, Finance since September 15, 2026
Base salary of $775,000, annual cash bonus target of 100% of base salary, and $2,500,000 grant-date value in restricted stock units vesting after five years
Robert P. Fishman resigns as interim EVP and CFO when Hau takes office
CNX Resources appointed Ravi Srivastava, its Senior Vice President Operations, as Chief Financial Officer, effective September 17, 2026, replacing Everett W. Good, who stepped down without cause. Good will stay as a non-executive employee until October 2, 2026, then serve as a consultant through the end of 2026. The change puts a long-tenured internal executive in the company's top finance role, and the filing sets out payments due to Good on departure.
Ravi Srivastava, age 45, named CFO effective September 17, 2026; he joined CNX in 2010 and has been SVP Operations since February 2025
Everett W. Good stepped down as CFO without cause after more than 13 years of service; the filing says the departure was not due to a disagreement with the company
Good is expected to receive a lump sum cash payment of $220,673.08 plus accelerated vesting for 24,701 restricted stock units and continued vesting for 39,033 performance-based awards
Melissa Long, Vice President Financial Reporting and Controller since May 2026, will serve as principal accounting officer
THOR Industries reported fiscal 2026 fourth-quarter and full-year results for the year ended July 31, 2026. Full-year net sales rose 0.3% to $9.61 billion, but net income attributable to THOR fell 31.3% to $177.5 million, and fourth-quarter net income fell 67.5% to $40.8 million. The company said it will not give fiscal 2027 guidance until later this fall, after industry events in September.
Fourth quarter: net sales of $2.31 billion, down 8.4%; diluted EPS of $0.78 versus $2.36 a year earlier
Fiscal 2026: net sales of $9.61 billion, up 0.3%; diluted EPS of $3.38 versus $4.84 a year earlier
Fiscal 2027 guidance withheld until later this fall; management expects a relatively flat retail environment and cost initiatives to improve earnings by more than $100 million annually once fully implemented
Repurchased $115.1 million of shares in fiscal 2026, including $34.3 million in the fourth quarter; reduced debt by $59.7 million
On September 18, 2026, Aon and its subsidiaries signed two credit agreements with Citibank as administrative agent: $4 billion of delayed draw term loans, available at the closing of the USI Acquisition, and a $3 billion unsecured revolving credit facility. The term loans will help pay part of the cash consideration for USI under the merger agreement dated August 30, 2026, and the revolver replaces two $1 billion facilities that were terminated.
Term loans total $4 billion: $2 billion maturing September 18, 2028 and $2 billion maturing September 18, 2029, both prepayable without penalty.
Term loan proceeds will fund part of the cash consideration for the USI Acquisition and related fees and expenses.
The $3 billion revolver matures September 18, 2031, subject to optional one-year extensions, and replaces two $1 billion facilities terminated effective September 18, 2026.
Post-acquisition leverage covenant is up to 4.75 to 1.00 (funded net debt to adjusted EBITDA), stepping down to 3.50 to 1.00 over eight fiscal quarters.
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.