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).
Decoy Therapeutics reduced the exercise price of its Series B milestone warrants from $5.91 to $3.25 per share, and the holder exercised 1,184,434 of them in full, bringing approximately $3.85 million in gross proceeds before placement agent fees and expenses; the transaction closed September 23, 2026. In exchange, the company issued new unregistered warrants for up to 2,368,868 shares at $3.25 per share, exercisable immediately and expiring five years after issuance, which could add meaningful share count dilution for existing holders.
1,184,434 Series B Milestone Warrants exercised in full on September 22, 2026 at a reduced price of $3.25, down from $5.91 per share.
Gross proceeds of approximately $3.85 million, before placement agent fees and other expenses, to be used for working capital and general corporate purposes.
New unregistered warrants for up to 2,368,868 shares at $3.25 per share, exercisable immediately, expiring five years from issuance.
The company agreed to file a resale registration statement within 15 calendar days of the September 22, 2026 inducement letter.
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
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)
Cayson Acquisition Corp shareholders approved at an extraordinary general meeting on September 23, 2026 an amendment letting the board extend the company's deadline to complete a business combination monthly, up to 12 months, to September 23, 2027. Holders of 1,428,025 public shares redeemed them for a pro rata share of the trust account, and the company's CEO loaned $60,000 to fund the trust deposit for the extension, which the filing says is repayable only upon a business combination.
Extension proposal approved with 2,858,762 votes for and 1,357,803 against
Holders of 1,428,025 public shares exercised redemption rights
CEO Yawei Cao loaned $60,000 to the company, deposited into the trust account, with no interest
Company states it continues to seek an initial business combination
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
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.
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
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.
Cracker Barrel reported fourth-quarter fiscal 2026 revenue of $849.3 million, down 2.2% from a year earlier, while GAAP net income rose to $12.2 million from $6.8 million. For the full year, GAAP net income fell to $31.7 million from $46.4 million, and the company gave fiscal 2027 revenue and adjusted EBITDA outlooks of $3.325 billion to $3.4 billion and $180 million to $200 million.
Q4 GAAP diluted EPS was $0.54 versus $0.30; adjusted diluted EPS was $0.99 versus $0.74
Q4 adjusted EBITDA was $62.1 million versus $55.7 million, including about $9.1 million from tariff refunds, net of investments
Full-year total debt fell to $337.2 million from $484.6 million; a $150 million convertible note matured in June 2026
Quarterly dividend of $0.25 per share is payable November 12, 2026, to holders of record as of October 16, 2026
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.