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).
Xenetic Biosciences furnished an updated September 2026 investor presentation tied to its pending share exchange with Santersus AG, first announced September 16, 2026. The presentation shows Santersus shareholders expected to own about 85% of the combined company and Xenetic stockholders about 15%, subject to adjustment, with closing expected in the fourth quarter of 2026.
Transaction valuation shown as $120 million for Santersus and $21 million for Xenetic, or $141 million in total, under the Share Exchange Agreement dated September 14, 2026
Closing is expected in the fourth quarter of 2026 and is subject to approval by Xenetic stockholders
The combined company is expected to trade on Nasdaq under the ticker SNTS
On September 22, 2026, Independence Realty Trust (IRT) and related parties signed an amendment to the merger agreement with Centerspace first signed on September 8, 2026. IRT elected an alternative structure for the Company Merger, under which Centerspace would merge into an IRT subsidiary that survives the merger. The filing does not state a deal value or change in consideration, so the amendment's effect on shareholder payments cannot be determined from this document.
Original Merger Agreement with Independence Realty Trust was entered into on September 8, 2026.
On September 22, 2026, IRT Merger Sub joined the agreement by joinder and IRT elected the Alternative Structure for the Company Merger only.
Under the Alternative Structure, IRT Merger Sub survives the Company Merger rather than merging into Centerspace.
The amendment includes a waiver of any representation inaccuracy caused solely by the Alternative Structure and is filed as Exhibit 2.1.
IQVIA Inc., a wholly owned subsidiary of IQVIA Holdings, completed a $2 billion offering of 6.375% senior notes maturing March 15, 2034. Proceeds will redeem the issuer's 5.000% notes due 2026, repay part of its revolving credit facility and cover offering fees. The deal refinances existing debt and adds new long-term borrowing, which shareholders may weigh against the company's debt load.
Gross proceeds of $2,000,000,000 from 6.375% senior unsecured notes due March 15, 2034
Proceeds to redeem in full the Senior 5.000% Notes due 2026 and repay part of the revolving credit facility
Interest payable semi-annually on March 15 and September 15, starting March 15, 2027
Issuer may redeem before September 15, 2029 subject to a make-whole premium
On September 22, 2026, Independence Realty Trust entered into an amendment to its merger agreement with Centerspace, under which IRT elected an alternative structure for the Company Merger, with Centerspace surviving as a wholly owned subsidiary of IRT. The amendment also includes IRT's waiver of any representation inaccuracy caused solely by the structure change, and the filing does not state any change to the consideration or deal value.
Original Merger Agreement dated September 8, 2026 was amended on September 22, 2026.
IRT Merger Sub was added to the agreement by joinder, and IRT elected the Alternative Structure for the Company Merger only.
Under the change, CSR merges with and into IRT Merger Sub, with IRT Merger Sub surviving.
The transaction remains subject to S-4 and joint proxy filings and votes of CSR and IRT shareholders.
Plug Power said Chief Operating Officer Dean C. Fullerton will resign effective October 23, 2026, to accept a position at another company, having notified the company on September 17, 2026. The filing says the resignation was not due to any disagreement with the company on its operations, policies or practices, and that his duties will move to certain Executive Vice Presidents and Vice Presidents, with Fullerton assisting the transition.
Dean C. Fullerton, Chief Operating Officer, notified the company on September 17, 2026 of his resignation
Resignation takes effect October 23, 2026
Filing states no disagreement with the company on operations, policies or practices
Duties will transfer to certain Executive Vice Presidents and Vice Presidents
TransUnion said Chief Financial Officer Todd Cello will resign effective December 31, 2026, after 29 years with the company, including nine years as CFO. He will serve as a full-time advisor through March 1, 2027, and the company has begun a search for a successor, with an interim CFO expected if no replacement is hired by the transition date. TransUnion also reaffirmed its third quarter and full-year 2026 guidance for revenue, Adjusted EBITDA and Adjusted Diluted Earnings Per Share, and said the departure is not expected to affect operations or long-term financial targets.
Todd Cello resigns as EVP and CFO effective December 31, 2026; he is not leaving over a disagreement with the company
Cello provides transition services through March 1, 2027; the company's search for a successor is underway
Transition agreement dated September 23, 2026 includes salary through March 1, 2027 and a 2026 annual bonus, subject to performance and employment through the transition date, plus COBRA coverage of up to 18 months and outplacement services
TransUnion reaffirmed third quarter and full-year 2026 guidance for revenue, Adjusted EBITDA and Adjusted Diluted EPS
Sun Communities closed the sale of its UK business, Park Holidays, to Panther Bidco Limited, an affiliate of Aermont Capital, on September 22, 2026. The company received net cash proceeds of approximately $1.03 billion and says it expects to use them primarily for share repurchases, debt repayment and general corporate purposes. The company previously recorded a $1.1 billion valuation allowance charge on the UK business in the second quarter of 2026, and it will update its full-year 2026 outlook on its third quarter earnings call.
Closed on September 22, 2026; buyer Panther Bidco Limited is an affiliate of Aermont Capital
Net cash proceeds of approximately $1.03 billion after closing and transaction costs
Valuation allowance charge of $1.1 billion recorded in the three months ended June 30, 2026
Year-to-date through September 21, 2026, the company repurchased about 3.5 million shares for about $425 million
Wells Fargo said on September 23, 2026 that Scott E. Powell will become its Chief Risk Officer effective January 15, 2027. After that date he will no longer serve as the company's Chief Operating Officer. The filing does not describe the reasons for the change or any compensation terms.
Scott E. Powell appointed Chief Risk Officer, effective January 15, 2027
Powell will no longer serve as Chief Operating Officer after that date
Announced September 23, 2026 in an SEC Form 8-K under Item 5.02
ONE Nuclear Energy LLC and Hennessy Capital Investment Corp. VII closed their business combination on September 23, 2026, and the combined company was renamed ONE Nuclear Energy Inc. Its common stock is expected to begin trading on Nasdaq under the ticker ONEN on or about September 24, 2026. Holders of 13,809,029 SPAC shares redeemed them for about $146.5 million, leaving about $2.2 million in the trust account before expenses, which the company says is intended to provide capital access for its 5 GW Louisiana Portfolio.
Holders of 13,809,029 Class A ordinary shares redeemed them at about $10.61 per share, for about $146.5 million in total
About $2.2 million remained in the Hennessy VII trust account after redemptions and forward purchase prepayments, before paying expenses
Nasdaq trading under ONEN expected on or about September 24, 2026
Portfolio includes Project Amberjack (up to 1 GW SMR), Project Cayman (2.88 GW gas plant) and Project Barracuda (1.2 GW gas plant)
SCWorx received a Nasdaq Hearings Panel decision to delist its common stock, which has been suspended from Nasdaq since April 14, 2026, and now trades on the OTCQB. The company says a September 16, 2026 private placement cured its publicly held shares deficiency and has asked the Panel to reconsider, but the Panel has not yet acted, and the outcome is uncertain for shareholders.
Nasdaq Hearings Panel decided on September 17, 2026 to delist the common stock; the company requested reconsideration on September 18, 2026.
The company says the private placement and related share issuances give it more than 500,000 publicly held shares, meeting the Publicly Held Shares Rule.
To regain Bid Price Rule compliance, the stock must close at or above $1.00 for 10 consecutive trading days on or before October 5, 2026.
If all purchasers terminate, the company would return an aggregate of $938,000 and cancel 350,000 shares and warrants; the deadline for termination notices is October 15, 2026.
Unity Bancorp said CEO James A. Hughes will retire effective March 31, 2027, and President George Boyan will become CEO effective April 1, 2027, under a planned succession process. Hughes will remain on the boards of the Company and Unity Bank. The company also amended Hughes' retirement plan, raising his benefit percentage from 60% to 65%, which will produce a one-time pre-tax expense of $769 thousand in the quarter ending September 30, 2026.
James A. Hughes retires as CEO effective March 31, 2027, and will continue as a director of the Company and Unity Bank
George Boyan, President since January 1, 2026, becomes CEO effective April 1, 2027
SERP amendment raises Hughes' retirement benefit from 60% to 65% of the compensation measure, with a one-time pre-tax expense of $769 thousand in the quarter ending September 30, 2026
FMC closed the sale of 30,319,166 common shares to Tessenderlo Group NV at $13.30 per share, for an aggregate purchase price of $403,244,907.80, on September 23, 2026. Tessenderlo now owns approximately 20.0% of FMC's outstanding shares and gains a board nomination right, a board observer seat and preemptive rights. The filing also sets a 36-month lock-up and standstill limits, which shape how much influence and share-count dilution existing shareholders may face.
Tessenderlo bought 30,319,166 shares at $13.30 per share, for $403,244,907.80 in total.
Tessenderlo owns approximately 20.0% of FMC's outstanding common stock after the closing.
The Investor Agreement lets Tessenderlo nominate an independent director; Luc Tack, Tessenderlo's chief executive, has been nominated.
Tessenderlo is subject to a 36-month lock-up and customary standstill restrictions while it holds FMC shares.
Teamshares closed the sale of 225,000 shares of a new non-voting, non-convertible Series A Preferred Stock on September 23, 2026, at $990 per share, for an aggregate $222.75 million. The buyers are affiliates of a holder of more than 10% of the common stock, and the company says the proceeds are primarily intended to fund acquisitions. The preferred ranks ahead of common stock on dividends and liquidation, carries a 16.0% cash dividend rate, and includes covenants that restrict debt and require at least $150 million of unrestricted cash until the existing credit facility is refinanced or repaid.
225,000 Series A shares sold at $990 per share, or $222.75 million in aggregate, closed September 23, 2026
Liquidation preference of $1,000 per share; cumulative dividends of 16.0% per year if paid in cash or 18.0% if paid in kind
Ranks senior to common stock; non-voting and not convertible into common stock
Company may sell up to $75 million more of the same series; must keep at least $150 million of unrestricted cash until the existing credit facility is refinanced or repaid
NeoVolta reported fiscal 2026 results for the year ended June 30, 2026, with revenue up 58% to $13.3 million but a GAAP net loss of $21.5 million, or $(0.55) per share, versus $5.0 million in fiscal 2025. Fourth-quarter revenue fell sharply to approximately $13.5 thousand, and the company attributed the decline to federal tax law changes affecting residential and installer-channel sales, which matters to shareholders because losses widened as sales in that channel dropped.
Fiscal 2026 revenue was $13.3 million, up from $8.4 million in fiscal 2025.
Fourth-quarter GAAP net loss was $11.7 million, compared with $1.6 million a year earlier, including a $3.9 million provision for credit losses and bad debt expenses.
Cash and cash equivalents were $22.2 million at June 30, 2026, plus $3.2 million of restricted cash, following a May 2026 public offering.
The company reported adjusted EBITDA of $(12.8) million for fiscal 2026, its first period disclosing this non-GAAP measure, and a senior secured term loan provides $20 million in initial funding.
Arcturus said ARCT-810 was generally safe and well tolerated in an interim Phase 2 study in OTC deficiency, with reduced or maintained ammonia and reduced glutamine. The company also introduced its LUNAR 2.0 delivery platform, plans to add ARCT-2601 to the Phase 2 study near year-end, and entered a definitive agreement to acquire AI discovery company myNEO. The filing gives no financial figures, so the effect on shareholders is not quantified.
ARCT-810 reduced and/or maintained first morning fasting ammonia within the normal range; participants at the 0.5 mg/kg dose achieved mean glutamine values within the normal range during treatment
Weight gain was observed in all participants
Arcturus plans to begin dosing ARCT-2601 near year-end 2026 in OTCD patients aged 12 and older under an amended Phase 2 protocol
Acquisition of myNEO is subject to customary closing conditions and is expected to close in October 2026
Zymeworks completed its acquisition of Theravance Biopharma on September 23, 2026, and issued $350 million of senior secured notes to fund part of the cash consideration and contingent value rights payments. The filing also sets out contingent value rights (CVRs) that give holders a share of certain future license proceeds, a $50 million milestone payment and a share of net sales, with the filing stating that payment is uncertain.
Notes carry a fixed 8.25% interest rate and mature December 31, 2036, with quarterly interest payments beginning December 2026.
The notes are guaranteed by Zymeworks subsidiaries and secured by a first-priority lien on substantially all of the issuers' and guarantors' personal property, subject to customary exclusions.
CVR holders may receive 80% of net license proceeds within 10 years, a $50 million milestone payment on first commercial sale of ampreloxetine in specified markets, and 10% of net sales; the filing calls these payments highly speculative.
Zymeworks will hold a conference call on Monday, September 28, 2026, at 8:30 a.m. Eastern Time.
Stitch Fix reported fourth quarter and full fiscal 2026 results, with revenue up 4.2% in the quarter and 6.4% for the year, and a narrower net loss than a year earlier. The company expects fiscal 2027 revenue of $1.310 billion to $1.360 billion, a decline of 2.8% to growth of 0.9%, citing a more challenging consumer environment and a lower active client base, which weighs on shareholder expectations for growth.
Q4 fiscal 2026 net revenue was $324.4 million, up 4.2% year-over-year, with a net loss of $2.1 million versus $8.6 million a year earlier.
Full fiscal 2026 net revenue was $1.35 billion, up 6.4%, with a net loss of $12.6 million versus $28.7 million; gross margin was 43.7%, down 70 basis points.
Fiscal 2027 net revenue outlook is $1.310 billion to $1.360 billion, or (2.8)% to 0.9% year-over-year; Q1 fiscal 2027 outlook is $323 million to $328 million, or (5.6)% to (4.1)%.
Active clients were 2.277 million at August 1, 2026, down 1.4% year-over-year; the company cited shipment timing and an August post-checkout offer flow change that reduced Fix volume in Q1.
Paychex reported first-quarter fiscal 2027 results for the three months ended August 31, 2026, with total revenue up 6% to $1.6 billion and diluted earnings per share up 14% to $1.21. The company raised its fiscal 2027 outlook for PEO and Insurance Solutions revenue growth to 7% to 8% and left most other guidance unchanged, including adjusted diluted EPS growth of 7% to 9%.
Total revenue rose 6% to $1.6 billion; operating income rose 14% to $619.2 million.
Adjusted diluted EPS rose 10% to $1.34; GAAP diluted EPS rose 14% to $1.21.
PEO and Insurance Solutions revenue growth outlook raised to 7% to 8% from 6% to 7%; interest on funds held for clients outlook raised to $200 million to $210 million.
Paid dividends of $1.19 per share totaling $424.1 million in the quarter; cash flow from operations was $413.5 million, down from $718.4 million a year earlier.
Cintas reported first-quarter fiscal 2027 revenue of $3.01 billion, up 10.9%, and diluted EPS of $1.36, up 13.3% from a year earlier. The company raised its full-year revenue and adjusted EPS guidance, though the results include $14.4 million of transaction expenses tied to the proposed UniFirst acquisition, which is still under review by the U.S. Federal Trade Commission.
First-quarter revenue of $3.01 billion, up 10.9%; organic revenue growth of 8.9%
Diluted EPS of $1.36 vs. $1.20 a year earlier; adjusted diluted EPS of $1.39, up 15.8%
Fiscal 2027 revenue guidance raised to $12.15 billion to $12.27 billion; adjusted diluted EPS guidance raised to $5.45 to $5.54
UniFirst transaction expenses of $14.4 million; closing expected before the end of calendar 2026
On September 18, 2026, RAIN entered a binding letter of intent with Tensor Networks, a privately held developer of predictive AI infrastructure security technology, for an all-stock business combination. Tensor Networks' equity holders are expected to own about 90% of the combined company, leaving RAIN's existing shareholders with about 10%, before dilution from a planned PIPE financing. The deal still requires a definitive agreement, shareholder approval, and Nasdaq approvals, and there is no assurance it will be completed.
Tensor Networks' equity holders expected to own about 90% of fully diluted equity; RAIN shareholders about 10%, before PIPE dilution
Closing requires at least $25 million in gross proceeds from the PIPE financing and other sources
RAIN's Class B stock to be converted into Class A, and its debt to be converted, restructured, or forgiven; closing expected in the first quarter of 2027
Eric Frazier to become RAIN CEO and Randy Seidl to become President; either party may terminate if no definitive agreement is signed by November 20, 2026
Adagio Medical said its board has begun a formal process to explore strategic alternatives, including a possible acquisition, merger or other transaction, and is reducing its workforce by 25 of 43 full-time employees effective September 23, 2026. The company also said it will lower the conversion price on its 13% Senior Secured Convertible Notes from September 23, 2026 through October 31, 2026, which could result in more shares being issued on conversion, and that there is no assurance any transaction will occur.
Workforce reduction of 25 of 43 full-time employees, effective September 23, 2026
Estimated cash expenditures of approximately $1.3 million, mainly one-time severance, benefits and related costs; additional charges, including possible impairments, cannot yet be estimated
Conversion price on the 13% Senior Secured Convertible Notes to be lowered for conversions from September 23, 2026 through October 31, 2026, subject to extension
Preliminary unaudited cash, equivalents and marketable securities of approximately $7.7 million as of June 30, 2026; no timetable set for the strategic review
McDonald's unveiled its McDonald's > NEXT strategy and multi-year financial targets, running through 2030, in a press release tied to its Investor Day on September 23, 2026. The company plans about $8.5 billion in total NEXT partnering support for franchisees through 2036, including about $5 billion through 2030, and says the targets are meant to drive growth and efficiency for shareholders.
Targets 1.5 percentage points of share gains in both chicken and beverage by 2030 while maintaining beef market share leadership
Targets an operating margin in the low-to-mid 50% range by 2030 and about 250 basis points of gross restaurant-level efficiency gains
Plans about $8.5 billion in total NEXT partnering support through 2036, including about $5 billion through 2030, via rent relief and capital support
Expects about $3 billion of annual baseline capital expenditures from 2027 through 2030, plus $1.5 billion to $2 billion of cumulative capital partnering support
Beneficient said it is implementing a strategy to eliminate the debt asserted by HCLP Nominees and the equity interests held by former CEO Brad Heppner and his affiliates, and to end all other Heppner agreements. The company has not signed a definitive agreement, and it says it is prepared to pursue litigation if no acceptable resolution is reached.
Proposed resolution would eliminate HCLP debt of approximately $130 million in principal and accrued interest.
Heppner equity, including preferred equity with an aggregate liquidation preference of approximately $850 million, would be exchanged for 162,132 shares of Class A common stock.
Other Heppner arrangements totaling approximately $88 million would be terminated without payment; the company aims to reach a resolution before Heppner's sentencing, scheduled for October 21, 2026.
CytoSorbents said it regained compliance with Nasdaq's $1.00 minimum bid price requirement after its closing bid price was at or above $1.00 for 10 consecutive trading sessions ending September 21, 2026, and Nasdaq closed that matter on September 22, 2026. The company still has not met Nasdaq's $35 million minimum market value of listed securities requirement, which it must meet by December 28, 2026, or it will receive a delisting notice, and the company states there is no assurance it will maintain its Nasdaq listing.
Nasdaq notified the company on September 22, 2026 that it regained compliance with the $1.00 minimum bid price requirement and closed the matter.
The company must have listed securities worth at least $35 million for 10 consecutive business days by December 28, 2026 to regain compliance with the market value requirement.
The company is evaluating actions and may consider increasing stockholders' equity to at least $2.5 million.
If the company does not regain compliance by December 28, 2026, it will receive a delisting notice and may appeal.
Astrana Health said social engineering attacks, in which threat actors impersonated company personnel and spoofed its main phone number, led to unauthorized activity in its environment. The company has determined the incident is material and believes certain private or confidential information was accessed or acquired, but the full scope remains under investigation. The company currently does not expect a material effect on its financial condition and results of operations, though it cannot yet estimate the full impact.
Company determined the incident is material as of September 22, 2026, citing the potential confidential and sensitive nature of the data involved.
Threat actors impersonated Company personnel and spoofed the main corporate telephone number to contact employees seeking unauthorized system access.
Company engaged a third-party forensics firm, notified law enforcement, and is notifying state and federal regulators and payer partners.
Company maintains cybersecurity insurance but says coverage may not be sufficient to cover all losses.
Angi said on September 22, 2026 that board member Michael Steib succeeds Jeff Kip as chief executive, and that Joey Levin stepped down as Executive Chairman and executive officer to become Chairman and remain an employee. The board was reduced by one seat to nine members. The filing gives Steib a $1.00 annual base salary, no cash incentive, and equity awards covering 2,000,000 shares, which matters to shareholders because it sets the terms of the new CEO's pay and dilution.
Steib became CEO effective September 22, 2026; he has been a board member since August 2026 and was TEGNA's president and CEO from August 2024 to May 2026.
Steib's employment agreement sets a $1.00 annual base salary, no cash incentive, a 1,000,000-share RSU award, and a 1,000,000-share PSU award tied to stock price hurdles from $10.00 to $20.00.
Kip receives an additional $325,000 cash payment and will consult for the company through March 22, 2027.
Levin remains Chairman and an employee, and the board size was reduced to nine members.
Ionis and partner Roche reported positive prespecified interim results from the ongoing Phase 3 IMAgINATION study of investigational sefaxersen in adults with primary IgA nephropathy. The study met its primary endpoint, with statistically significant and clinically meaningful reductions in proteinuria versus placebo at 37 weeks, and no new safety signals were identified. The results advance a candidate that Roche licensed from Ionis, and Ionis is eligible for regulatory and sales milestone payments and royalties under that agreement.
Primary endpoint met: statistically significant reduction in 24-hour urine protein-to-creatinine ratio versus placebo at 37 weeks
Study enrolled 459 people, randomized 1:1 to sefaxersen or placebo for 105 weeks
Safety and tolerability were consistent with previously reported data, with no new safety signals
The study continues as a blinded study to assess change in eGFR at week 105; interim data will be presented at an upcoming medical congress, date not given
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.