1,191 material Form 8-K filings that 965 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).
Box, Inc. said its Chief Accounting Officer and Controller, Eli Berkovitch, will resign effective October 23, 2026, to pursue other opportunities. The company stated the departure was not related to any disagreement on financial statements, internal controls, operations, policies or practices.
Eli Berkovitch, Vice President, Chief Accounting Officer and Controller, informed the company of his resignation on September 22, 2026, effective October 23, 2026.
Dylan Smith, Cofounder and Chief Financial Officer, will serve as interim principal accounting officer from Mr. Berkovitch's last day while a permanent replacement is sought.
Mr. Smith remains Chief Financial Officer and principal financial officer; his details are incorporated by reference from the May 13, 2026 proxy statement.
Mosaic said Executive Vice President - Operations Karen A. Swager will retire, resigning from that role effective December 1, 2026, and then serve as a Senior Advisor until her retirement in the second quarter of 2027. Mosaic's Board appointed Walter F. Precourt III, currently Senior Vice President and Chief Administrative Officer, to succeed her in the operations role, with a base salary of $710,000 and a 2027 target bonus of 85% of salary.
Karen A. Swager informed Mosaic on September 23, 2026 of her intention to retire; she resigns as EVP - Operations effective December 1, 2026.
Walter F. Precourt III appointed EVP - Operations effective December 1, 2026; base salary $710,000 and 2027 MIP target bonus of 85%.
Long-term incentive award valued at $1,725,000 at grant, split 40% restricted stock units and 60% TSR performance units; one-time RSU award with grant-date fair value of $300,000.
Precourt, age 62, previously led Human Resources, Public Affairs, Procurement and Shared Services as Senior Vice President and Chief Administrative Officer since November 1, 2023.
On September 18, 2026, GameSquare's board accelerated the vesting of previously granted equity awards held by CEO Justin Kenna, COO Amaree Vichairattanawong and CFO Michael Munoz, and approved new discretionary equity awards to the same three executives. The filing shows the executives' compensation changed, with more equity vesting immediately, which would increase the shares they hold; the filing does not state a cost or dilution figure.
Board accelerated vesting of remaining unvested awards for Kenna, Vichairattanawong and Munoz on September 18, 2026.
Kenna received 52,313 RSUs, settled in shares on September 18, 2026, and a 52,313-share option, both fully vested on grant.
Vichairattanawong received 34,875 RSUs and a 34,875-share option; Munoz received 26,156 RSUs and a 26,156-share option, all fully vested on grant.
Exhibits 10.1 to 10.6 contain the award agreements, dated September 18, 2026.
Talos Energy said its board appointed retired U.S. Air Force Major General Barbara J. Faulkenberry as a director, effective October 1, 2026, expanding the board to seven directors. Committee assignments have not yet been determined, and the filing describes her as independent under NYSE standards.
Board appointed Barbara J. Faulkenberry on September 22, 2026, effective October 1, 2026
Appointment expands the board from six to seven directors
Faulkenberry previously served on Callon Petroleum's board from 2018 to April 2024 and on Target Hospitality's board from 2021 to 2023
Company will enter into a customary indemnification agreement with her
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.
Vistra Operations Company LLC, a wholly owned subsidiary of Vistra Corp., completed an underwritten public offering of $850 million of 7.000% Series A junior subordinated notes and $650 million of 7.250% Series B junior subordinated notes, both due 2057 and guaranteed by Vistra Corp. The filing describes a debt issuance rather than an earnings or operating update, so it does not report changes to revenue, profit or guidance.
Series A: $850 million principal at 7.000%, due 2057
Series B: $650 million principal at 7.250%, due 2057
Notes irrevocably and unconditionally guaranteed by Vistra Corp.; indenture with Wilmington Trust, National Association, as trustee, dated September 24, 2026
Sold under an underwriting agreement dated September 10, 2026 with Barclays Capital Inc., BofA Securities, Inc., Mizuho Securities USA LLC, MUFG Securities Americas Inc. and Truist Securities, Inc. as representatives
Kontoor Brands increased its board from seven to nine directors and appointed James T. Caulfield, former PepsiCo CFO, and Michael J. Skipworth, CEO of Wingstop, effective immediately. Both were named to board committees, and the filing does not report any financial results or guidance.
Board size increased from seven to nine directors on September 23, 2026
Caulfield, 67, former PepsiCo EVP and CFO, joins Audit and Nominating & Governance committees
Skipworth, 49, CEO of Wingstop, joins Audit and Talent & Compensation committees
Rockwell Automation said Chief Revenue Officer Scott A. Genereux notified the company on September 21, 2026, that he will retire effective December 31, 2026. He will stop serving as Chief Revenue Officer on September 30, 2026, and will remain a Senior Vice President until his retirement date to support a smooth transition.
Scott A. Genereux notified the company of his retirement decision on September 21, 2026.
He ceases to be Chief Revenue Officer effective September 30, 2026.
He remains a Senior Vice President until his retirement effective December 31, 2026.
The filing does not name a successor for the Chief Revenue Officer role.
PROCEPT BioRobotics signed a Third Amendment to its loan agreement with Canadian Imperial Bank of Commerce on September 23, 2026, pushing the term loan maturity out by one year. The filing describes this as an administrative extension with no other changes to the loan's covenants, so it matters to shareholders mainly as a change in the timing of debt repayment.
Term Loan Maturity Date extended by 12 months, from October 1, 2027 to October 1, 2028.
Third Amendment dated September 23, 2026, amends a loan agreement originally dated October 6, 2022.
Other terms, including affirmative and negative covenants, remain unchanged according to the filing.
Ibotta, Inc. appointed Tony Weisman as a Class I director effective September 22, 2026, and also named him to the Audit Committee. The same day, director Thomas Lehrman resigned from the Board and all its committees, effective immediately. The company said it is not aware of any disagreement with Lehrman that led to his resignation.
Tony Weisman's initial term runs until the company's 2028 annual meeting of shareholders.
Weisman joined the Audit Committee as of September 22, 2026.
Thomas Lehrman resigned from the Board and all committees, effective September 22, 2026.
The press release describes Weisman as a former Dunkin' U.S. chief marketing officer and former CEO of Digitas North America.
Patriot National Bancorp agreed on September 23, 2026 to sell 4,782,608 shares of voting common stock at $1.15 per share to accredited investors in a registered direct offering, with no underwriter or placement agent. The company expects about $5.5 million in gross proceeds, less estimated offering expenses of $350,000, and plans to invest the capital in its subsidiary Patriot Bank NA and for general corporate purposes. The sale adds shares outstanding and includes five-year warrants for 956,522 non-voting common shares exercisable at $1.25, which may dilute existing shareholders.
Shares sold: 4,782,608 voting common shares at $1.15 each, dated September 23, 2026
Expected gross proceeds: approximately $5.5 million; estimated offering expenses: $350,000
Warrants: 956,522 five-year warrants, one for every five shares purchased, exercisable no earlier than six months after closing at $1.25 per share
Proceeds to fund Patriot Bank NA and general corporate purposes; offering made under an S-3 shelf effective May 22, 2025
Alexandria Real Estate Equities, Inc. said its fourth amended and restated credit agreement took effect on September 24, 2026, after an amendment modifying how certain hybrid debt instruments are treated. The agreement provides a $5 billion unsecured revolving credit facility with an accordion option to add up to $1 billion, and extends the revolver's maturity to January 22, 2032, subject to conditions.
Revolving credit facility of $5 billion, with an accordion option for up to an additional $1 billion
Margin at closing of 0.725% for Floating Rate and Daily RFR loans
Maturity extended to January 22, 2032, with two six-month extension options subject to conditions
Replaces the Existing Credit Agreement dated September 19, 2024; Citibank, N.A. is administrative agent
USA Compression Partners, LP issued $600 million in 6.750% senior notes due 2035 under an indenture dated September 18, 2026. Net proceeds will repay borrowings under the partnership's credit agreement and pay offering fees and expenses, so the deal shifts debt from the credit agreement to fixed-rate notes maturing in 2035.
Principal amount: $600 million of 6.750% senior notes due 2035, issued September 18, 2026
Interest payable semi-annually on April 1 and October 1, starting April 1, 2027
Net proceeds used to repay credit agreement borrowings and pay offering fees and expenses
Before October 1, 2029, up to 40% of principal may be redeemed at 106.750% from equity offering proceeds; make-whole redemption also available
Beyond Air, Inc. entered into a formal employment agreement with Chief Executive Officer Robert Goodman on September 23, 2026, after he had served in the role since March 27, 2026 without a written agreement. The filing also discloses that Chief Financial Officer Daniel Moorhead's base salary was raised from $325,000 to $463,000, effective September 23, 2026.
CEO Robert Goodman's employment agreement, dated September 23, 2026, sets a base salary of not less than $650,000 and a target annual bonus of 60% of salary.
If terminated without Cause or for Good Reason, Goodman receives 12 months of base salary continuation; within three months before to 12 months after a Change in Control, he receives a lump sum of 24 months of salary.
CFO Daniel Moorhead's base salary increased from $325,000 to $463,000, effective September 23, 2026.
Beasley Broadcast Group disclosed that board member Peter A. Bordes, Jr. died on September 19, 2026, leaving its Audit Committee with two members and below Nasdaq's three-member requirement. The company said it notified Nasdaq and intends to use a cure period, which ends at the earlier of its next annual stockholder meeting or September 19, 2027, and plans to appoint an independent director to the committee.
Director Peter A. Bordes, Jr. died on September 19, 2026; he served on the Audit and Compensation Committees.
Audit Committee now has two members, below the three required by Nasdaq Rule 5605(c)(2)(A).
Company notified Nasdaq after receiving notice on September 23, 2026 and intends to rely on the cure period.
Cure period expires at the earlier of the next annual meeting or September 19, 2027.
Barnes & Noble Education's board declared a quarterly cash dividend of $0.08 per share, payable October 29, 2026 to holders of record as of October 14, 2026. The filing contains no revenue, profit, or guidance figures, so it does not change the company's reported results, though it sets a cash payout for shareholders.
Quarterly cash dividend of $0.08 per share declared September 24, 2026
Record date is October 14, 2026; payment date is October 29, 2026
The board reserves the right to modify, suspend, or discontinue the dividend, including under credit agreement restrictions
Costco reported fourth-quarter fiscal 2026 net sales of $93.9 billion, up 11.2%, and net income of $3.00 billion, or $6.75 per diluted share, compared with $5.87 a year earlier. The quarter included a non-recurring benefit of $0.15 per diluted share from IEEPA tariff refunds, partly reinvested in member values, so shareholders see both stronger headline results and a one-time boost.
Q4 net sales rose 11.2% to $93.9 billion; Q4 total company comparable sales were up 9.4%, or 6.7% excluding gasoline prices and foreign exchange.
Q4 diluted EPS was $6.75 versus $5.87; the quarter included a $0.15 per diluted share non-recurring tariff refund benefit.
Fiscal 2026 net income was $9.226 billion, or $20.76 per diluted share, versus $8.099 billion, or $18.21, in fiscal 2025.
Fiscal 2026 net sales rose 10.1% to $297.2 billion; the company operates 939 warehouses.
On September 21, 2026, Avis Budget Group subsidiary Avis Budget Rental Car Funding (AESOP) LLC issued $650 million of asset-backed notes maturing in five years, secured by vehicles in its domestic fleet and related assets. The filing describes the notes as new direct financial obligations, and it does not state how the proceeds will be used.
Notes total $650 million across Class A, B, C and D tranches, with coupons from 5.69% to 8.14%
Class A notes total $474.5 million at 5.69%; Class D notes total $66.625 million at 8.14%
Subordinated Class R notes of $35.75 million at 9.598% were issued for U.S. risk retention rules and are held by AESOP Leasing L.P.
Notes were issued under a Series 2026-5 Supplement with The Bank of New York Mellon Trust Company, N.A. as trustee
Marriott International entered into an amended and restated credit agreement on September 23, 2026, with Bank of America as administrative agent. The amended revolving facility increases aggregate commitments from $4.50 billion to $5.00 billion and extends the maturity date from December 14, 2027 to September 23, 2031.
Aggregate commitments rise from $4.50 billion to $5.00 billion; the commitment increase option cap rises from $5.00 billion to $5.50 billion
Maturity extended from December 14, 2027 to September 23, 2031
Interest margins and facility fees adjusted; borrowings generally bear interest at SOFR plus a spread based on Marriott's public debt rating
Filing also adds a to-be-agreed environmental key performance indicator mechanism that could adjust rates and fees
The First Bancorp declared a third quarter 2026 cash dividend of 38 cents per share, payable October 16, 2026 to shareholders of record as of October 6, 2026. The company said the annualized dividend of $1.52 per share represents a yield of 4.47% based on a September 23, 2026 closing price of $33.98.
Quarterly cash dividend of 38 cents per share for the third quarter of 2026
Record date October 6, 2026; payment date October 16, 2026
Annualized dividend of $1.52 per share, a 4.47% yield on the $33.98 closing price on September 23, 2026
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
Zscaler said Ross Tackett, its Head of Worldwide Sales, will become Chief Revenue Officer effective October 1, 2026, succeeding Mike Rich, who is stepping down as an officer for personal reasons. Rich will stay on as a strategic advisor through December 31, 2026, and is expected to receive severance under the company's Change of Control and Severance Policy. The change is a senior sales leadership transition; the filing gives no financial results or guidance changes.
Ross Tackett promoted to Chief Revenue Officer effective October 1, 2026
Mike Rich steps down as an officer effective October 1, 2026, and remains a strategic advisor through December 31, 2026
Tackett has been with Zscaler for three years and previously held sales leadership roles at ServiceNow and Dell
Rich is expected to receive severance benefits under the company's Change of Control and Severance Policy; no amount is disclosed
Huntington Bancshares said Senior Executive Vice President Helga S. Houston gave notice on September 18, 2026 of her intent to retire, effective December 31, 2026. The filing does not describe a successor or any financial impact, so the change is an executive transition with limited disclosed effect on shareholders.
Helga S. Houston, Senior Executive Vice President, provided notice of her intent to retire on September 18, 2026.
Retirement is effective December 31, 2026.
The filing does not name a successor or describe any compensation arrangement.
FB Financial Corporation completed the sale of $125,000,000 of 6.625% fixed-to-floating rate subordinated notes due 2036 on September 24, 2026. The company said it intends to use the net proceeds for general corporate purposes, including providing capital to its banking subsidiary FirstBank to support growth.
Principal amount: $125,000,000 of subordinated notes due October 1, 2036
Fixed rate of 6.625% until October 1, 2031, then floating at Three-Month Term SOFR plus 205 basis points
Company may redeem the notes starting October 1, 2031, subject to Federal Reserve approval where required
Underwriter: Keefe, Bruyette & Woods, Inc.; trustee: U.S. Bank Trust Company, National Association
Forward Industries sold 3,125,000 shares of common stock at $8.00 each in a registered direct offering to one institutional investor, closing on September 24, 2026 for gross proceeds of approximately $25 million before fees. The company said it intends to use the net proceeds mainly to buy additional Solana (SOL), working capital and general corporate purposes, which increases its share count and adds a cash-funded digital asset position.
Shares sold: 3,125,000 common shares at $8.00 each; gross proceeds of approximately $25 million before placement agent fees and expenses
Placement agent A.G.P./Alliance Global Partners receives a 5% cash fee on gross proceeds, plus up to $50,000 in legal expense reimbursement
Offering closed September 24, 2026 under an effective Form S-3ASR shelf registration (File No. 333-290312)
Company agreed not to issue additional common stock or equivalents for 15 days after the closing date, subject to limited exceptions
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
FS Credit Opportunities Corp. elected Walter W. Buckley, III as a Class I Director at its August 3, 2026 annual meeting, but the election of Barbara J. Fouss has not been completed because a quorum of preferred stockholders was not present. The meeting has been adjourned again, to reconvene on October 6, 2026, to consider Fouss's election.
Walter W. Buckley, III was elected as a Class I Director, with a three-year term expiring at the 2029 Annual Meeting.
Barbara J. Fouss's election remains pending after the meeting was adjourned on August 3, September 8 and September 24, 2026 for lack of a preferred stockholder quorum.
The meeting is scheduled to reconvene on October 6, 2026 at 11:00 a.m. Eastern Time at the company's Philadelphia offices.
Scholastic reported fiscal 2027 first-quarter revenue of $216.8 million, down 4% from $225.6 million a year earlier, with an operating loss of $92.2 million, unchanged from the prior year. The diluted loss per share widened to $3.77 from $2.83, and the company affirmed its full-year fiscal 2027 guidance. For shareholders, the quarter's headline measures declined, while the outlook was left unchanged.
Revenue fell 4% to $216.8 million, mainly due to lower Education and Children's Book Publishing and Distribution revenues and the elimination of rental income after the December 2025 sale-leaseback transactions.
Diluted loss per share was $3.77, compared with a loss of $2.83 in the prior year period; adjusted diluted loss per share was $3.63, compared with $2.52.
Net cash used in operating activities was $94.6 million, compared with $81.8 million a year earlier.
Fiscal 2027 guidance was affirmed: revenue growth of about 2% to 4%, Adjusted EBITDA of about $135 million to $145 million, and Free Cash Flow of about $35 million to $40 million.
Parke Bancorp appointed entrepreneur Michael L. Regina to its Board of Directors on September 22, 2026, and its board also approved amendments removing a director residency requirement and a minimum share ownership requirement from the bylaws. The filing contains no financial results, so the changes are governance matters rather than a direct measure of the bank's performance.
Michael L. Regina appointed to the board on September 22, 2026; he will serve until the next annual meeting and committee assignments are to be determined later.
Bylaw Section 3 removed: it had required directors to live within 50 miles of the Parke Bank office.
Bylaw Section 16 removed: it had required directors to own at least 25,000 shares of common stock.
Regina co-founded Big Sky Enterprises and Global Post Auditing Solutions, according to the press release filed as Exhibit 99.1.
At its September 23, 2026 Annual Meeting, AAR CORP. stockholders approved the AAR CORP. 2026 Stock Plan, which allows discretionary grants of stock options, stock awards, and other equity and cash-based awards to employees, non-employee directors, and certain other service providers. Stockholders also elected three Class III directors to terms expiring in 2029, approved fiscal 2026 executive compensation on an advisory basis, and ratified KPMG LLP as the independent auditor for the fiscal year ending May 31, 2027.
Stockholders approved the 2026 Stock Plan with 33,805,637 votes for and 1,984,579 against.
John W. Dietrich, Robert F. Leduc, and Peter Pace were elected as Class III directors, with Pace receiving 33,584,745 votes for and 2,209,353 against.
Advisory vote on fiscal 2026 executive compensation: 34,285,245 for and 1,475,837 against.
About 93% of the 40,258,840 shares entitled to vote were present; KPMG LLP ratification received 36,470,764 votes for and 905,880 against.
The Marygold Companies, through subsidiary Gourmet Foods, agreed on September 22, 2026 to sell substantially all assets of its Printstock Products business to TAG Investments Limited for a cash price of NZ$2,450,000 (about US$1.4 million), with final proceeds set at closing. The company expects to record a gain on the sale, and Gourmet Foods is already reported as discontinued operations.
Cash purchase price of NZ$2,450,000 (about US$1.4 million), with final proceeds based on a joint stock-take at closing
Expected closing on November 20, 2026, subject to due diligence, finance conditions, and landlord consent to the lease assignment
TAG must deposit NZ$245,000 (10% of the price) once the agreement becomes unconditional
Five-year post-closing restraint of trade in New Zealand covers Printstock and covenantors Bryce Cole, David Neibert and Nicholas Gerber, who are company officers
Chaince Digital Holdings Inc. repurchased and permanently canceled all warrants issued in its November 30, 2023 private placement for $2.0 million in cash, with the transaction closing on September 21, 2026. No ordinary shares were issued, none of the warrants had been exercised, and the company says the cancellation removes the potential dilution the warrants represented, leaving no warrants outstanding.
Aggregate cash consideration of US$2.0 million paid to the warrant holders
Agreement executed and closed on September 21, 2026
No ordinary shares issued; none of the warrants had been exercised
Holders released the company and certain related persons from warrant-related claims, subject to agreement exceptions
First United Corporation's Board of Directors declared a cash dividend of $0.28 per share, announced September 23, 2026. Shareholders of record at the close of business on October 19, 2026 will receive the payment on November 2, 2026.
Trio-Tech International reported fiscal 2026 revenue of $62.6 million, up 72% from $36.5 million, with a fiscal 2026 net loss attributable to common shareholders of $34,000 versus $41,000 in fiscal 2025. Fourth-quarter revenue rose about 40% to $14.9 million, but the company posted a net loss of $199,000 after net income of $183,000 a year earlier, and gross margin fell to 19% from 25%.
Fiscal 2026 revenue was $62.6 million, with Semiconductor Back-end Solutions revenue up 99% to $49.0 million.
Fourth-quarter operating loss was $266,000, compared with operating income of $467,000 a year earlier.
Total backlog was $24.2 million at June 30, 2026, compared with $11.0 million a year earlier.
Fiscal 2027 first-quarter bookings to date in Industrial Electronics total about $4.6 million, according to the company.
Capitol Federal Financial said it appointed William "Billy" Skrobacz Jr., currently Executive Vice President and Chief Retail Operations Officer, as President of the Company and Capitol Federal Savings Bank, effective October 1, 2026. Skrobacz will handle day-to-day operations of both entities, while John B. Dicus remains Chairman and Chief Executive Officer.
Skrobacz will oversee commercial operations, all support functions and strategy setting at both the Company and the Bank.
John B. Dicus will continue as Chairman and Chief Executive Officer of both entities.
Skrobacz's new base salary is $460,000, and he was awarded 22,500 shares vesting over five years.
Sarah Sanders will succeed Skrobacz as Executive Vice President and Chief Retail Operations Officer, effective October 1, 2026.
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.
RAVE Restaurant Group reported fourth-quarter and fiscal 2026 results for the year ended June 28, 2026. Fourth-quarter revenue rose to $3.4 million while net income fell 6.2% to $0.8 million, but full-year net income rose to $2.9 million from $2.7 million. The filing also discloses that CEO Brandon Solano sent a complaint on August 31, 2026, alleging workplace harassment and discrimination by the Board, and that the company engaged Hagan Law Group on September 1, 2026 to investigate.
Q4 fiscal 2026 total revenue increased $0.3 million to $3.4 million, up 8.8% year over year; net income was $0.8 million, down 6.2%
Fiscal 2026 net income was $2.9 million ($0.20 per diluted share) versus $2.7 million ($0.19) in fiscal 2025; revenue was $12.9 million
Pie Five domestic comparable store sales fell 17.3% in Q4 and 9.9% for the year; Pizza Inn comparable sales rose 2.4% for the year
On August 31, 2026, CEO Brandon Solano sent a complaint to the Audit Committee Chairman; Hagan Law Group was engaged September 1, 2026 to investigate
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
H.B. Fuller reported third-quarter 2026 results for the quarter ended August 29, 2026, with net revenue of $938 million, up 5.2% year-on-year, and diluted EPS of $1.44 against $1.22 a year earlier. The company also updated its fiscal 2026 guidance, now expecting adjusted EBITDA of $655 million to $670 million and adjusted diluted EPS of $4.70 to $4.85, citing year-to-date performance.
Net revenue was $938 million, up 5.2%; organic revenue rose 4.4%, with pricing adding 7.4% and volume lower.
Adjusted EBITDA was $187 million, up 9%, and adjusted EBITDA margin was a record 19.9%, up 80 basis points.
Net income was $79 million versus $67 million a year earlier; net working capital rose to 18.5% of annualized net revenue.
Updated fiscal 2026 guidance: adjusted EBITDA of $655 million to $670 million and adjusted diluted EPS of $4.70 to $4.85; the filing does not state the prior ranges.
MasterBrand said its Executive Vice President and Chief Digital and Technology Officer, Navi Grewal, notified the company on September 22, 2026 that she intends to resign effective October 15, 2026, to pursue another opportunity. The company stated the resignation is not related to any disagreement or to its operations, policies, or practices.
Navi Grewal, EVP and Chief Digital and Technology Officer, to resign effective October 15, 2026
Notice of intent given to the company on September 22, 2026
Resignation stated to be unrelated to any disagreement or to company operations, policies, or practices
Commvault appointed David Morton Jr. to its board of directors on September 22, 2026, to serve until the 2027 Annual Meeting of Stockholders, and he also became chairperson of the Operating Committee. The board determined that Morton is independent under Nasdaq listing standards, and he is currently executive vice president and CFO of Intapp, Inc. The filing includes no financial results; it describes his role and director pay, which is prorated for his partial term.
Appointed to the board on September 22, 2026, with a term until the 2027 Annual Meeting of Stockholders
Designated Chairperson of the Operating Committee
Currently EVP and CFO of Intapp, Inc., a role held since 2023; previously CFO at DigiCert and Anaplan, and EVP and CFO at Seagate Technology from 2015 to 2018
Press release announcing the appointment dated September 24, 2026, furnished as Exhibit 99.1
Digital Turbine said its Chief Business Officer, Michael Akkerman, resigned on September 23, 2026, to take a chief executive role at another company. His resignation takes effect October 30, 2026. The filing does not name a successor or give any financial figures.
Michael Akkerman, Chief Business Officer, resigned on September 23, 2026
Resignation is effective October 30, 2026
He is leaving to accept a Chief Executive Officer opportunity with another company
The filing does not name a replacement or state any financial impact
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.
Portfolio manager Himani Trivedi will retire from Nuveen on June 30, 2027, and will continue managing the Fund until October 31, 2026. Scott Caraher, James Kim and Coale Mechlin will remain portfolio managers, and the Fund's investment objectives and policies will not change because of the retirement.
Himani Trivedi retires from Nuveen on June 30, 2027.
Trivedi remains portfolio manager until October 31, 2026.
Scott Caraher, James Kim and Coale Mechlin remain portfolio managers.
No changes to the Fund's investment objectives or policies.
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.
Darden reported first-quarter fiscal 2027 sales of $3.2 billion, up 5.1%, with blended same-restaurant sales up 3.1% on a fiscal calendar basis. Diluted EPS from continuing operations was $2.05, up 4.1% from prior-year adjusted EPS of $1.97, though below the $2.19 reported a year earlier, which included a one-time gain on the Olive Garden Canada sale. The company reaffirmed its fiscal 2027 EPS outlook of $11.10 to $11.35 and declared a $1.62 quarterly dividend.
Total sales rose 5.1% to $3.2 billion; LongHorn Steakhouse same-restaurant sales rose 6.2% on a fiscal calendar basis.
Diluted EPS from continuing operations was $2.05, up 4.1% from prior-year adjusted EPS of $1.97; reported prior-year EPS was $2.19.
Darden repurchased $222.3 million of stock and has $1.3 billion remaining under its $1.5 billion authorization.
Quarterly dividend of $1.62 per share is payable November 2, 2026, to holders of record on October 9, 2026.
TD SYNNEX reported fiscal third-quarter 2026 results for the period ended August 31, 2026, with revenue of $21.6 billion, up 37.7% from a year earlier, and GAAP diluted EPS of $5.18 versus $2.74. The company also declared a quarterly dividend of $0.48 per share payable October 30, 2026, and gave fourth-quarter revenue guidance of $21.8 billion to $22.6 billion with non-GAAP diluted EPS of $5.65 to $6.15.
Q3 revenue was $21.6 billion, up 37.7% year over year, and above the high end of the company's outlook
GAAP net income was $416 million versus $227 million a year earlier; GAAP operating margin was 2.98% versus 2.45%
Q4 fiscal 2026 guidance: revenue of $21.8 billion to $22.6 billion and non-GAAP diluted EPS of $5.65 to $6.15
Quarterly dividend of $0.48 per share, up 9% year over year, payable October 30, 2026 to holders of record on October 16, 2026
Wabash National furnished an investor presentation for the Davidson Conference that reviews its second quarter 2026 results and third quarter outlook. Q2 2026 net sales were $417 million, down from $459 million a year earlier, and GAAP diluted loss per share was $(0.56) versus $(0.23) in Q2 2025, so the headline results declined year over year. The company guided to Q3 revenue of $440 million to $460 million and EPS of $(0.40) to $(0.50), and reported backlog of $956 million.
Q2 2026 net sales were $417.2 million versus $458.8 million in Q2 2025; GAAP diluted EPS was $(0.56) versus $(0.23)
Q2 2026 adjusted diluted EPS was $(0.53), excluding facility idling costs and related tax effects
Q3 2026 outlook: revenue of $440 million to $460 million and EPS of $(0.40) to $(0.50)
Backlog rose 14% to $956 million at the end of Q2 2026; $150 million of convertible senior notes were executed in July
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.
Group 1 Realty, a subsidiary of Group 1 Automotive, entered a master credit agreement with Bank of America on September 23, 2026, providing a term loan of up to $190,336,250. The loan is secured by mortgages on the borrower's and certain subsidiaries' properties and guaranteed by Group 1 Automotive, and it matures on September 23, 2033.
Maximum term loan principal of $190,336,250, equal to 85% of the appraised value of mortgaged properties
Interest accrues at Term SOFR plus 145 basis points
Loan is secured by property mortgages and guaranteed by Group 1 Automotive and certain subsidiaries; matures September 23, 2033
Covenants restrict additional secured debt, liens, asset dispositions and mergers; cross-defaults to certain other company debt could trigger repayment
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