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).
Atlas Energy Solutions disclosed two equipment purchase agreements, signed September 18, 2026, by indirect subsidiaries with Wyoming Machinery Company d/b/a Energy Solutions, totaling roughly $613.5 million for a specific power generation project. The filing does not report revenue, earnings or guidance, so it gives shareholders a clearer view of capital commitments but no direct measure of financial performance.
Balance-of-plant equipment purchase agreement for approximately $340.5 million, with deliveries between June 2027 and December 2027 and 10% of the price withheld until WMC completes its obligations.
Generator purchase agreement for approximately 328 megawatts of equipment and services at approximately $273.0 million, with payments from September 2026 through January 2028 and tariffs passed through at actual amounts charged by Caterpill
The balance-of-plant agreement can be terminated for convenience on at least 14 days' written notice, with Shackelford paying amounts then due plus WMC's documented costs and related charges.
The power project is supported by a cost reimbursement agreement with a leading frontier AI lab, which the filing identifies as the intended off taker.
UY Scuti Acquisition Corp. (UYSC) signed a joinder agreement and a First Amendment to its July 18, 2025 merger agreement with Isdera Group Limited on September 22, 2026. The amendment revises the definition of "Company Net Value" to $920 million and changes how closing consideration is allocated among Isdera Group's shareholders, which affects how the deal's terms apply to the parties.
The First Amendment and the Joinder Agreement were both dated September 22, 2026.
The Merger Agreement was originally entered into on July 18, 2025, with Isdera Group Limited and related parties.
Company Net Value is revised to $920,000,000; the amendment also corrects a technical error in the definition of "Purchaser Rights."
The Joinder Agreement made Isdera Inc and Isdera Technology Limited parties to the Merger Agreement.
Office Properties Income Trust issued $425.0 million of 8.75% senior secured notes due October 1, 2031, and used the proceeds with cash on hand to repay all borrowings under its secured revolving credit facility and secured term loan. The notes are secured by first-priority liens on 19 office properties and the equity of subsidiary guarantors, which refinances existing secured debt at a rate that is lower than the 10.000% notes that remain outstanding.
$425.0 million of 8.75% senior secured notes issued September 24, 2026, maturing October 1, 2031
Collateral includes 19 office properties and 100% of the equity in subsidiary guarantors
Proceeds and cash on hand repaid the $425.0 million of principal under the Credit Agreement, which had a $325.0 million revolver and $100.0 million term loan
Notes can be redeemed before October 1, 2028 at make-whole premium; a 101% change-of-control repurchase offer applies
On September 22, 2026, Black Hawk Acquisition Corp (BKHA) and Vesicor Therapeutics entered into a series of financing agreements with Meteora Select Trading Opportunities Master, LP, in connection with their previously announced business combination. The agreements include a forward purchase, a non-redemption arrangement, a standby equity purchase agreement and a registration rights agreement, and they could increase the number of shares outstanding after the merger closes.
Forward purchase agreement covers up to 1,350,000 shares, with an initial price equal to the per-share redemption price and a reset price initially set at $10.00 per share.
Non-redemption agreement covers up to 2,124,077 ordinary shares; the Company would pay Meteora cash from the trust account at closing, equal to the final redemption price less $0.75 per share.
Standby equity purchase agreement lets PubCo sell up to $200.0 million of common stock to Meteora over a commitment period generally lasting 36 months; the commitment fee is 0.50% of that amount.
Registration rights agreement requires an initial resale registration statement within 60 calendar days after closing, covering at least the greater of 10,000,000 shares and 300% of shares issuable on note conversion.
Akamai entered two project plans under its existing Anthropic master services agreement, under which Anthropic has committed to pay about $11.6 billion over initial seven-year terms, subject to termination rights and delivery requirements. Akamai also issued Anthropic a warrant for Series B preferred stock that would convert into up to about 7.7 million common shares, roughly 5% of shares outstanding, with about 2% expected to vest on the initial commitment. Akamai said the deal is not expected to affect its 2026 revenue guidance but will raise 2026 capital expenditures by about $1.7 billion, and the filing's total capital expenditure estimate for the commitment is about $5.5 billion.
Anthropic has committed to pay about $11.6 billion in aggregate under Project Plans 2 and 3, each with an initial seven-year term, dated September 18, 2026
Warrant for 387,051 shares of Series B Non-Voting Convertible Preferred Stock, each convertible into 20 common shares, for up to 7,741,020 common shares on an as-converted basis
Total capital expenditures tied to the $11.6 billion commitment are estimated at about $5.5 billion, with about $1.7 billion more in 2026 capital expenditures for supply chain components including memory
Akamai anticipates no impact to its 2026 revenue guidance
TTM Technologies completed a $500 million private offering of 6.750% senior notes due 2034 on September 24, 2026. Proceeds, along with $300 million and $800 million of incremental term loans, are intended to fund the pending acquisition of EDS Intermediate Holding, LLC and related costs, with some funds possibly used to reduce revolver borrowings for the Swiss Technology Group AG acquisition. The filing adds substantial new debt and restricts dividends and other payments to shareholders, and the notes become subject to mandatory redemption if the EDS acquisition does not close by the November 15, 2026 outside date, subject to extension.
$500 million of 6.750% senior notes due October 1, 2034, priced at par and issued September 24, 2026
Planned financing also includes a $300 million incremental term loan A and an $800 million incremental term loan B
Notes must be redeemed at 100% of principal plus interest if the EDS acquisition does not close by November 15, 2026 (extendable to May 15, 2027 in certain cases)
Indenture limits dividends, share repurchases and certain other payments to shareholders
PCB Bancorp and PCB Bank entered into an amended and restated employment agreement with CEO Henry H. Kim, effective January 1, 2027, running through December 31, 2031. The agreement sets a $550,000 base salary, a 25,000-share restricted stock award, and larger severance terms, including a 200% cash payment if a change in control is followed by termination.
Base salary of $550,000; annual cash bonus of zero to 100% of base salary, set by independent directors
25,000 restricted shares vesting in five annual installments of 5,000 shares, from December 31, 2027 through 2031
Severance: 150% of base salary if terminated without Cause; 200% plus full vesting of the stock award after a change in control
EOG Resources said CFO Ann Janssen will retire, with her last day as CFO on December 31, 2026, and she will then serve as an advisor. The board appointed Jeffrey W. Hibbard, 44, as Executive Vice President and CFO effective January 1, 2027, and the filing also discloses changes to the company's equity award vesting terms.
Janssen, CFO since January 2024 and at EOG since 1995, will be an advisor from January 1, 2027.
Hibbard has been EOG's Senior Vice President, Finance since August 2025 and previously spent more than 20 years at Morgan Stanley.
Restricted stock and RSU grants will vest one-third per year over three years, instead of 100% after three years, starting with grants effective September 25, 2026.
Performance unit awards with negative three-year TSR will have the above-target performance multiple halved, replacing the prior Negative TSR Cap.
Nutanix said President and Chief Commercial Officer Tarkan Maner will step down effective October 2, 2026. Oversight of sales, marketing and customer experience will move to CEO Rajiv Ramaswami, and the company is discussing a possible senior advisor arrangement with Maner.
Tarkan Maner steps down as President and Chief Commercial Officer effective October 2, 2026
Sales, marketing and customer experience oversight transfers to CEO Rajiv Ramaswami
Company and Maner are discussing a potential senior advisor transition arrangement; no terms are disclosed
Auddia's September 23, 2026 special meeting did not reach enough votes to approve the merger with Thramann Holdings, so the company adjourned it without opening the polls on the main proposals. The company says about 88% of votes cast to date support the merger, but the deal requires a majority of all outstanding shares, and the meeting will reconvene October 7, 2026, which delays the timeline for shareholders.
The Business Combination Proposal lacked sufficient votes; the adjournment proposal passed with 2,238,335 shares for, 343,919 against and 72,110 abstaining.
Quorum was present with 2,654,364 shares represented virtually or by proxy.
The meeting reconvenes October 7, 2026 at 11:30 a.m. Eastern Time; the record date remains August 3, 2026.
The company states about 88% of votes cast to date on the merger were in favor.
Newton Golf Company assumed Spartan Crest Capital's option to acquire 100% of the Pole Canyon Project, a group of 16 unpatented lode mining claims of about 330 acres in White Pine County, Nevada. In exchange, the company issued shares to Spartan Crest's designees equal to 19.9% of its shares outstanding before closing, and Spartan Crest gained the right to designate two independent directors, subject to board approval, and one executive officer.
Company issued shares equal to 19.9% of total outstanding Common Stock immediately before closing, under an agreement dated September 23, 2026.
Company assumed remaining option payments of $200,000, of which $165,000 is unpaid, payable over 24 months from the Option Agreement date, plus $200,000 in share consideration.
Option carries a 2.0% net smelter return royalty upon vesting.
Spartan Crest may designate two independent board members, subject to board approval, and one executive officer; the company agreed to file a resale registration statement within 45 days after closing.
BlackBerry reported results for the quarter ended August 31, 2026, with revenue up 26% year-over-year to $163.3 million and GAAP net income of $33.9 million, compared with $13.3 million a year earlier. The company also raised its fiscal 2027 revenue and adjusted EBITDA outlook, which gives shareholders updated guidance for the year ending February 28, 2027.
Revenue was $163.3 million, up 26% year-over-year; QNX revenue was $80.3 million, a record quarter for the segment.
GAAP net income was $33.9 million, positive for the sixth consecutive quarter; adjusted basic EPS was $0.07.
Fiscal 2027 total revenue guidance is $616 million to $636 million, and total adjusted EBITDA guidance is $141 million to $158 million.
Third-quarter fiscal 2027 revenue guidance is $143 million to $154 million, ending November 30, 2026.
On September 22, 2026, Starbucks' board approved further actions under its Back to Starbucks strategy, including closing about 1% of its more than 18,000 North America coffeehouses that do not meet the expected experience and financial performance. The company expects about $300 million in restructuring charges, with most closures finished by the end of fiscal 2026, and cut its full-year fiscal 2026 net new coffeehouse openings outlook to about 440 from 600 to 650, based on about 250 North America closures partly offset by higher International openings.
About 250 North America coffeehouses to close, about 1% of more than 18,000; majority to be completed by end of fiscal 2026.
About $300 million in restructuring charges: about $200 million cash, mainly lease exit and employee separation costs, and $100 million non-cash, mainly asset disposal and impairment.
Fiscal 2026 net new global openings now expected at about 440, versus prior guidance of 600 to 650.
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.