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8-K filings in September 2026, explained

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).

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United States Gasoline Fund: parent TMC agrees to all-cash sale to Madison Dearborn Partners

Mixed m&a Written later 1.01

The Marygold Companies (TMC), which indirectly owns United States Commodity Funds LLC, the general partner of United States Gasoline Fund (UGA), agreed on September 25, 2026 to be acquired by private equity firm Madison Dearborn Partners in an all-cash transaction. The deal would take TMC private and delist its stock from the New York Stock Exchange, and the filing says the deal may not be completed.

  • Agreement announced September 25, 2026 with Madison Dearborn Partners, a Chicago-based private equity firm
  • Transaction is expected to close in the first half of 2027 or earlier, subject to conditions
  • Closing requires approval of TMC stockholders, regulatory approvals and certain change-of-control approvals
  • TMC common stock will no longer be listed on the New York Stock Exchange after closing; the filing says there is no guarantee the deal will close
Read the filing on SEC.gov ↗
MARAMARA Holdings, Inc. Sep 25, 4:30 PM ET

MARA amends $600 million Texas site purchase, adds $100 million security deposit

Mixed m&a Written later 1.01

On September 21, 2026, MARA's subsidiary Volt Texas LLC amended its July 2, 2026 agreement to acquire MAT 1177 LLC, which holds land rights and a site for a planned data center project in Texas. The amendment requires a $100.0 million security deposit to the Electric Utility Company, which Buyer may withdraw at its discretion subject to a sale process, and restructures milestone payments while keeping the aggregate purchase price at $600 million if all milestones are achieved. The filing also replaces the provision allowing the membership interests to be returned to the seller with a process to market the project for sale to a third party, with the seller holding a right of first offer.

  • Amendment dated September 21, 2026 to the Membership Interest Purchase Agreement originally dated July 2, 2026
  • Buyer posted a $100.0 million security deposit with the Electric Utility Company for power capacity for the Site
  • Aggregate purchase price remains $600 million if all milestones are achieved
  • Reconveyance provisions replaced by a process to market the project for sale, with a seller right of first offer in certain trigger events
Read the filing on SEC.gov ↗
BCBPBCB BANCORP INC Sep 25, 3:25 PM ET

BCB Bancorp to sell $205.3 million in problem loans, estimates $43.3 million pre-tax loss

Mixed restructuring Written later 8.01

BCB Bancorp, Inc. said its bank agreed between September 21 and September 24, 2026 to sell problem loan portfolios with an aggregate unpaid principal balance of about $205.3 million as of June 30, 2026, with six purchasers. The company estimates a pre-tax loss of $43.3 million from the sales, to be recorded in the third quarter of 2026, and says the sales reduce balance sheet risk.

  • Six definitive agreements with six different purchasers; aggregate unpaid principal balance of about $205.3 million as of June 30, 2026
  • Portfolios include $180.7 million of commercial and multifamily real estate loans, $14.8 million of C&I loans, and $9.8 million of construction loans
  • Estimated pre-tax loss of $43.3 million, to be recorded in the third quarter of 2026
  • Five of the six sale transactions have closed; the last is expected to close before the end of the third quarter of 2026
Read the filing on SEC.gov ↗
FTHMFathom Holdings Inc. Sep 25, 8:38 AM ET

Fathom Holdings and NXH agree to explore alternative deal replacing June merger

Mixed m&a Written later 8.01

Fathom Holdings and Neighborhood Intelligence (NXH) said on September 24, 2026, that they agreed to explore an alternative transaction in place of the merger agreement signed June 16, 2026. Under the proposal, NXH would contribute digital assets, led by its stake in tZERO, in exchange for newly issued Fathom shares, and would keep a controlling interest in Fathom. For shareholders, the original share exchange would be replaced by a deal that could change Fathom's ownership and control, and the companies say there is no assurance it will be completed.

  • The Original Merger Agreement, dated June 16, 2026, would be terminated once definitive documents are signed.
  • NXH's digital assets would be ascribed no less than $130 million in value, driven mainly by its approximately 38.8% direct and indirect stake in tZERO, subject to Fathom's validation.
  • NXH expects to keep a controlling interest in Fathom, and the final share count will be set in definitive agreements.
  • The deal remains subject to definitive agreements, Fathom and NXH board and Fathom stockholder approvals, an independent fairness opinion, and regulatory approvals.
Read the filing on SEC.gov ↗

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.