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).
Summit Therapeutics agreed on September 28, 2026 to sell 108,955.3686 shares of Class A Convertible Preferred Stock to AstraZeneca Holdings B.V. for $2.0 billion in gross proceeds, and also signed a separate clinical trial collaboration with AstraZeneca on sonesitatug vedotin combined with ivonescimab. Shareholders would face dilution once the preferred converts into common stock, which is subject to conditions and a registration statement, and the company must redeem the preferred for cash if a required share authorization is not effective within 18 months.
Purchase price of $18,356.14 per preferred share, based on a common stock price of $18.3561; each preferred share converts into 1,000 common shares
Closing is expected within five business days of the Purchase Agreement, subject to customary conditions
Conversion is barred until the later of any Hart-Scott-Rodino waiting period expiration and effectiveness of the authorized share increase charter amendment
Company must file a resale registration statement within 60 days after closing; cash redemption required if the share increase is not effective within 18 months
Futurewave Acquisition Corp (FWAC), a Nasdaq-listed special purpose acquisition company, signed a merger agreement with Olympian Group Inc., a Cayman Islands holding company of Hong Kong-based HK Shang Ge Industrial Limited, which provides integrated chip and electronic component solutions. Olympian shareholders would receive 40,000,000 Purchaser ordinary shares valued at $10.00 per share, based on a Company Net Value of $400,000,000, and the combined company is expected to be Nasdaq-listed, subject to shareholder and regulatory approvals. The deal is not yet completed and the filing sets a closing deadline of June 26, 2027, unless extended.
Olympian shareholders to receive 40,000,000 Purchaser ordinary shares valued at $10.00 each, based on a $400,000,000 Company Net Value
Board of the combined company to have five directors, one appointed by Futurewave and four by Olympian
Either party may terminate if closing has not occurred by June 26, 2027, subject to extension and exceptions
Closing requires Futurewave and Olympian shareholder approvals, an effective Form F-4 registration statement, and HSR or other antitrust clearance
On September 28, 2026, AAR agreed to acquire a 65% controlling interest in MRO Holdings, an aircraft maintenance provider, for an estimated cash price of $1,819,174,310 plus Series A preferred stock with an agreed value of $780,825,690, subject to adjustments and closing conditions including regulatory approvals. The deal is expected to close in AAR's fiscal third quarter ending February 2027 and is to be funded partly by about $2.1 billion of new debt, which AAR expects to take net leverage to about 3.6x at closing. The filing also notes that a private investment in public equity offering may dilute existing stockholders, and the company's fiscal 2026 adjusted EBITDA was $401.1 million, up from $324.2 million.
Estimated cash purchase price of $1,819,174,310 and Series A preferred stock with an agreed value of $780,825,690, plus a $22,500,000 escrow deposit
Implied enterprise value of $4.0 billion; AAR expects about $2.1 billion of new debt financing and net leverage of about 3.6x at closing
Expected close in fiscal third quarter ending February 2027, subject to regulatory approvals; termination fee of $100,000,000 ($150,000,000 if the outside date is extended) applies if competition approvals fail
Press release shows fiscal 2026 net income of $187.7 million versus $12.5 million in fiscal 2025, and adjusted EBITDA of $401.1 million versus $324.2 million
National Healthcare Properties said that on September 25, 2026, the purchaser's termination rights under a July 15, 2026 agreement to sell its 40 outpatient medical facilities for approximately $531 million ended. The company expects the sale to close in the fourth quarter of 2026, subject to customary closing conditions. For shareholders, the filing confirms the pending sale is moving toward closing but does not describe its effect on earnings or future results.
Sale of 40 outpatient medical facilities for approximately $531 million, before transaction expenses, prorations and adjustments
Purchaser's termination rights terminated on September 25, 2026, under the purchase and sale agreement dated July 15, 2026
Closing expected in the fourth quarter of 2026, subject to customary closing conditions
Full agreement to be filed as an exhibit to the Form 10-Q for the quarter ended September 30, 2026, with some portions possibly omitted
Surf Air Mobility appointed Jason Secore as Chief Financial Officer effective September 30, 2026, succeeding Oliver Reeves, who is stepping down to pursue other opportunities. Reeves will continue to support the company as an advisor. The filing also includes Secore's employment agreement, dated September 24, 2026.
Jason Secore becomes CFO effective September 30, 2026, succeeding Oliver Reeves.
Secore has 18 years of finance leadership experience, most recently as CFO of Matternet.
Oliver Reeves is stepping down to pursue other opportunities and will continue as an advisor.
Employment agreement dated September 24, 2026, effective September 30, 2026, is filed as Exhibit 10.1.
Viking Therapeutics sold 7,857,143 shares of common stock at $35.00 per share and separately sold $225.0 million of 2.00% convertible senior notes due 2032, with underwriters exercising their options in full. Net proceeds were about $297.0 million from the stock sale and about $250.8 million from the notes, which the company intends to use for its VK2735 and VK3019 programs and general corporate purposes. The stock sale adds shares outstanding for existing shareholders, and the notes add debt that could convert into common stock at about $50.75 per share.
Stock: 7,857,143 shares at $35.00 per share, plus 1,178,571 option shares exercised in full on September 24, 2026; closed September 25, 2026; net proceeds about $297.0 million
Notes: $225.0 million of 2.00% convertible senior notes due October 15, 2032, plus a $33,750,000 option exercised in full on September 24, 2026; net proceeds about $250.8 million
Conversion price about $50.75 per share (19.7044 shares per $1,000 principal); company may settle conversions in cash, shares or a combination
Proceeds intended for VK2735 and VK3019 clinical programs and general corporate purposes
Sabre Financial Borrower, a Sabre subsidiary, issued $1.35 billion of 9.875% senior secured notes maturing October 15, 2032, and used the proceeds to refinance part of Sabre GLBL's debt and repurchase portions of its 10.750% and 11.125% notes due 2029 through tender offers. The filing also reports early tender results showing more than 90% of a separate 11.125% note series tendered, which the company plans to redeem, so the refinancing reshapes Sabre's debt structure and secured creditor position.
SPV Notes: $1.35 billion principal, 9.875% annual interest, payable April 15 and October 15, maturing October 15, 2032
Sabre GLBL accepted about $251.9 million of 10.750% 2029 notes at $992.50 per $1,000 principal, with proration of about 84.0%
Early tender results: $930.7 million, or 93.07%, of the 11.125% 2029 notes tendered by September 25, 2026; redemption expected October 13, 2026
Settlement of the tender offers is expected September 28, 2026
Nexalin Technology received a Nasdaq Hearings Panel decision allowing its common stock to stay listed on The Nasdaq Capital Market, subject to conditions. The company must meet the $1.00 minimum bid price by September 28, 2026 and the $2,500,000 stockholders' equity requirement by January 4, 2027, or its stock faces delisting.
Panel granted continued listing in a notice received September 25, 2026.
Company must show a closing bid price of $1.00 or greater for at least 20 consecutive trading sessions.
Stockholders' equity must meet the $2,500,000 minimum by January 4, 2027.
Filing states there can be no assurance the company will meet the conditions.
AAR CORP. reported first-quarter fiscal 2027 results for the period ended August 31, 2026, with sales up 24% to $918.0 million and GAAP diluted EPS of $1.00, compared with $0.95 a year earlier. The company also announced a definitive agreement to acquire a 65% controlling interest in MRO Holdings, and the guidance it gave excludes that acquisition's effect, so shareholders face both the quarterly gains and a large pending deal.
Q1 sales of $918.0 million, up 24% from $739.6 million; GAAP net income of $40.1 million versus $34.4 million
Adjusted diluted EPS of $1.49, up from $1.08; adjusted EBITDA of $116.5 million, up 34%
Full-year fiscal 2027 sales growth guidance (ex. LCP) changed to low teens from low double-digits to low teens; second-quarter sales growth guidance set at 14% to 16%
Net debt of $780.5 million and net leverage of 1.81x at August 31, 2026; acquisition expenses rose to $19.6 million from $4.4 million
Viking Acquisition Corp. I, a special purpose acquisition company, said it expects to complete its business combination with NorthStar Earth & Space Inc. on September 30, 2026. The combined company is expected to begin trading as NorthStar Earth & Space Enterprises, Inc. on NYSE American on October 1, 2026, which matters to shareholders because it changes the company's listing venue and ticker.
Expected closing of the business combination: Wednesday, September 30, 2026, subject to customary closing conditions
Expected first day of trading on NYSE American: Thursday, October 1, 2026, under NSTR for common shares and NSTR.WS for public warrants
Viking will transfer its listing from the New York Stock Exchange to NYSE American in connection with the closing
StandardAero announced that Chief Operating Officer Kimberly Ernzen will no longer serve in that role as of September 28, 2026. She will stay employed through December 31, 2026 to support the leadership transition, and the company expects to enter into a transition agreement with her, terms not yet determined.
Kimberly Ernzen ceases to be Chief Operating Officer effective September 28, 2026
Ernzen remains employed and supports the leadership transition through December 31, 2026
Transition agreement terms have not yet been determined by the company
Precision Optics reported fiscal 2026 revenue of $31.5 million, up about 65%, and a narrower net loss of $3.6 million, or $0.43 per share, compared with $5.8 million, or $0.85 per share, a year earlier. The company guided fiscal 2027 revenue to $30 million to $33 million, similar to fiscal 2026, citing a pause in orders from an existing satellite customer that it expects to partly offset with other programs and a stronger second half. For shareholders, the results show strong growth and smaller losses, but the outlook projects no revenue growth for the coming year.
Fourth quarter ended June 30, 2026: revenue of $8.8 million, up about 42% from $6.2 million a year earlier, with a net loss of $0.1 million versus $1.4 million.
Fiscal 2026 revenue of $31.5 million, up about 65% from $19.1 million; net loss of $3.6 million, or $0.43 per share, versus $5.8 million, or $0.85 per share.
Fiscal 2027 revenue guidance of $30 million to $33 million, similar to fiscal 2026, reflecting a pause in orders from an existing satellite customer.
Fiscal 2027 Adjusted EBITDA guidance of $(1.2) million to $(1.7) million loss, compared with a $(2.1) million loss in fiscal 2026.
Asana's board appointed CEO Dan Rogers as Board Chair effective September 25, 2026, succeeding Dustin Moskovitz, who remains a director. The board also expanded from seven to nine members with Tom Berquist and Jerry Ting, and named Heather Le as Chief Accounting Officer and Principal Accounting Officer. The filing describes these as governance and leadership changes and does not report any financial results.
Dan Rogers, CEO and a Class III director, was appointed Board Chair effective September 25, 2026, and is not eligible for director compensation as an employee.
Tom Berquist (Class II, term to the 2028 annual meeting) and Jerry Ting (Class I, term to the 2027 annual meeting) were appointed directors, increasing the board from seven to nine members.
Heather Le was appointed Chief Accounting Officer with a $400,000 annual base salary, a 15% initial target bonus and a $1,000,000 target-value RSU grant subject to Compensation Committee approval.
Hain Celestial's common stock was transferred from The Nasdaq Global Select Market to The Nasdaq Capital Market on September 24, 2026, and Nasdaq granted an additional 180-day period, to March 22, 2027, to regain the $1.00 minimum bid price. The company may need a reverse stock split, and it states there is no assurance it will regain or maintain compliance. Separately, Chief Accounting Officer Michael J. Ragusa plans to resign effective November 1, 2026, and CFO Lee A. Boyce will also take on the principal accounting officer role.
Stock transferred to The Nasdaq Capital Market at the opening of business on September 24, 2026, and continues to trade as HAIN
Nasdaq deficiency: closing bid price below $1.00 for 30 consecutive business days; second compliance period ends March 22, 2027
Compliance requires closing at or above $1.00 for at least ten consecutive business days; a reverse stock split may be used if necessary
Michael J. Ragusa resigns as SVP, Chief Accounting Officer, effective November 1, 2026; Lee A. Boyce takes on the principal accounting officer role
Workhorse Group's board adopted a Value Creation Incentive Plan on September 22, 2026, and granted performance awards to CEO Scott Griffith ($15 million target) and CFO Jody Davis ($6.5 million target). Payouts depend on revenue, gross margin, operating cash flow and market capitalization milestones over a performance period from October 1, 2026 to September 30, 2031.
CEO Scott Griffith target award is $15 million; CFO Jody Davis target award is $6.5 million.
Performance period runs from October 1, 2026 to September 30, 2031.
Equity value milestone (40% of target) requires a $500 million average market capitalization over any 45-trading-day period.
Awards may be paid in cash or, at the Committee's election, in common stock.
Vail Resorts reported fiscal 2026 results for the year ended July 31, 2026, with net income attributable to the company falling to $147.5 million from $280.0 million, which it attributed mainly to weather. The company also gave fiscal 2027 guidance of $158 million to $233 million in net income and $805 million to $865 million in Resort Reported EBITDA, and said season pass unit sales were down about 12% through September 18, 2026.
Fiscal 2026 net income attributable to Vail Resorts was $147.5 million, versus $280.0 million a year earlier; Resort Reported EBITDA was $745.7 million, versus $844.1 million.
Fourth-quarter net loss attributable to Vail Resorts was $190.2 million, compared with a $182.4 million loss in the prior-year quarter.
Fiscal 2027 guidance: net income attributable to Vail Resorts of $158 million to $233 million and Resort Reported EBITDA of $805 million to $865 million.
Pass product units sold through September 18, 2026 fell about 12%, and sales dollars fell about 6%; the quarterly dividend is $2.22 per share, payable October 27, 2026.
Adeia Inc. said Dipti Vachani, a former Arm Limited executive, will become chief executive officer and a board member effective October 12, 2026, succeeding Paul E. Davis, who is leaving to focus on his health and personal pursuits. The filing sets out her pay package, including a $730,000 base salary and an $11,000,000 target equity grant, along with severance terms and a consulting arrangement for Davis.
Vachani's CEO start date and board seat are both effective October 12, 2026; Davis's consulting agreement runs through December 31, 2026.
Vachani's offer letter provides a $730,000 base salary and a target bonus of 100% of base salary.
Target equity grants total $11,000,000, including a $4,400,000 time-based RSU award and a $6,600,000 performance-based RSU award.
Davis will receive a fixed consulting fee of $183,000.
Par Pacific appointed Jerry Stumbo, formerly a Valero refinery general manager, as Executive Vice President of Refining and Logistics effective September 28, 2026. Richard Creamer, the current executive in the role, will serve as Senior Advisor until his planned retirement on or about April 1, 2027.
Jerry Stumbo, age 55, joins from Valero Energy, where he was VP and General Manager of the Port Arthur, Texas Refinery
Stumbo's Port Arthur refinery has approximately 435,000 barrels per day of throughput capacity
Richard Creamer retires effective on or about April 1, 2027, after serving as Senior Advisor from September 28, 2026
ADARx Pharmaceuticals closed its initial public offering on September 28, 2026, selling 26,250,000 shares at $17.00 each for approximately $446.3 million in gross proceeds. AbbVie bought 5,255,542 shares in a concurrent private placement for approximately $89.3 million in gross proceeds, leaving it with about 4.9% of outstanding common stock after the closings. The company also adopted an amended and restated certificate of incorporation and bylaws in connection with the IPO.
IPO closed September 28, 2026: 26,250,000 shares at $17.00 per share, approximately $446.3 million in gross proceeds.
AbbVie bought 5,255,542 shares in a private placement at the IPO price, approximately $89.3 million in gross proceeds, owning about 4.9% after closing.
Placement agent fee was 2.0% of the private placement purchase price; J.P. Morgan, Morgan Stanley, TD Securities, UBS and LifeSci Capital acted as agents.
Amended and restated certificate of incorporation and bylaws took effect September 28, 2026.
SCYNEXIS entered a contract with the U.S. Biomedical Advanced Research and Development Authority to develop its SCY-247 antifungal candidate, with potential non-dilutive funding of up to $214 million if all options are exercised. The initial base period provides approximately $18.5 million to advance SCY-247 into a Phase 2 study in patients with invasive candidiasis. The company says its SCY-770 development plans and cash runway into 2029 are unchanged.
Contract signed September 25, 2026; base period starts September 2026 with approximately $18.5 million
Potential total funding up to $214 million; BARDA may exercise up to six options extending the term up to ten years
Cost-share arrangement; company expects to fund its share of near-term SCY-247 costs within its existing operating plan
Full contract to be filed as an exhibit to the Form 10-Q for the quarter ending September 30, 2026, with confidential terms redacted
The Marygold Companies agreed on September 25, 2026 to be acquired by funds managed by Madison Dearborn Partners, with stockholders to receive $2.00 per share in cash, a premium of approximately 100% over the September 24, 2026 closing price. Stockholders holding about 75% of the voting power have already approved the merger by written consent, and the company's common stock will be delisted from NYSE American once the deal closes, which is expected in the first half of 2027 or earlier.
Stockholders will receive $2.00 per share in cash, a premium of approximately 100% over the September 24, 2026 closing price.
Written stockholder consent from holders of about 75% of voting power was delivered on September 25, 2026, satisfying the stockholder approval condition.
Common stock will stop trading on NYSE American after closing; the company will become privately held.
A termination fee of approximately $2.6 million may be payable by the company in certain circumstances; the Termination Date is June 7, 2027.
Proem Acquisition Corp I (Nasdaq: PAAC), a blank check company, entered a merger agreement dated September 26, 2026 with Astro Digital US, Inc., an aerospace company that provides modular satellite technology infrastructure and mission support services. The deal would move Proem from the Cayman Islands to Delaware and combine it with Astro Digital, with Proem shareholders asked to approve it and closing anticipated in the first quarter of 2027. For shareholders, the outcome depends on the shareholder vote, the minimum cash condition, and how many shares are redeemed.
Merger agreement dated September 26, 2026 with Astro Digital US, Inc.; Proem would domesticate to Delaware and be renamed, with a name to be mutually agreed.
Base purchase price of $525,000,000 plus the aggregate exercise price, paid in Parent common shares valued at $10.00 each.
Parent to use 20% of the gross proceeds of the PIPE investment to repurchase shares from selling Astro Digital stockholders at $10.00 per share after the Second Effective Time.
Closing anticipated in the first quarter of 2027, subject to Proem shareholder approval and a minimum cash condition of $30 million; Proem Asset Management and affiliates committed $25 million of a roughly $50 million PIPE.
RideNow Group entered a $220 million senior secured term loan with Centerbridge-affiliated lenders and Alter Domus, using proceeds to fully repay its 2021 Oaktree-agented credit agreement. The new loans mature in September 2031 but carry steep interest, and the company is in advanced talks for a $50 million ABL revolver with Wells Fargo that is not yet committed.
$220 million senior secured term loans due September 25, 2031, funded September 25, 2026 to refinance the Existing Credit Agreement with Oaktree
Interest at Base Rate plus 7.375% or Adjusted Term SOFR (3.00% floor) plus 8.375%
Financial covenants include a first-lien net leverage ratio up to 4.80 to 1.00 and minimum liquidity of $15 million
Three unsecured promissory notes totaling about $10.0 million, held by SH Capital Partners, Mark Tkach and Face Canyon, were amended with 13.0% PIK interest maturing August 31, 2028
Getty Realty said its subsidiary bought a portfolio of 41 convenience store properties in Mississippi, North Carolina, South Carolina and Texas from Refuel affiliates for approximately $260.9 million, with the acquisition closing at the same time as the agreement was signed. The properties were leased back to Refuel under four 20-year triple net leases, and the company plans to fund the deal mainly with forward equity sales, a new unsecured term loan and property dispositions.
Purchase price of approximately $260.9 million for 41 convenience store properties, signed and closed on September 22, 2026
Refuel becomes the company's third largest tenant, representing approximately 7.7% of annualized base rent, pro forma for the transaction and other activity after June 30, 2026
Planned funding includes about $100.0 million from forward equity sales and about $100.0 million from a $200.0 million unsecured term loan expected to close in October 2026
Year-to-date investment reached approximately $455.2 million at a 7.1% initial cash yield, including this transaction
Kodiak Sciences reported that both Zenkuda and tabirafusp-ted met the primary endpoints in the Phase 3 DAYBREAK study in wet age-related macular degeneration, with both achieving non-inferiority in vision gains versus aflibercept at year one. The company plans to submit a multi-indication biologics license application for Zenkuda in the fourth quarter of 2026.
Zenkuda met its primary endpoint with a p-value of 0.0007, and 54% of patients were on 6-month dosing
Tabirafusp-ted met its vision primary endpoint (p-value of 0.0036) and its anatomical key secondary endpoint (p-value of less than 0.0001)
Kodiak plans to submit a Zenkuda BLA in 4Q2026 covering five positive Phase 3 studies in wet AMD, diabetic retinopathy and retinal vein occlusion
Zenkuda showed a 0% intraocular inflammation rate in the study, and tabirafusp-ted showed 0.4%, per the press release
MongoDB said CEO Chirantan Desai is stepping down, effective September 28, 2026, and that the board appointed former CEO Dev Ittycheria as interim President and CEO. The company said it has started a search for a permanent CEO and reaffirmed its fiscal 2027 and third-quarter guidance, which matters to shareholders because it changes the company's leadership while its outlook stays unchanged.
Chirantan Desai's resignation as President and CEO is effective September 28, 2026; the filing says it is not due to any disagreement with the company.
Dev Ittycheria, CEO from 2014 to 2025 and a board member since 2014, was appointed interim President and CEO effective September 28, 2026.
The board has begun a search for a permanent CEO and retained an executive search firm.
MongoDB reaffirmed its guidance for Q3 and full-year fiscal 2027 provided on September 1, 2026; an Investor Day is set for September 29, 2026, from 11:00 a.m. to 3:15 p.m. ET.
Bold Eagle Acquisition Corp. signed a Business Combination Agreement on September 25, 2026, under which it will become a Delaware corporation and REDLattice, a provider of cyber intelligence services to government customers, will become its wholly-owned subsidiary. The filing says the transaction values REDLattice at a pre-money enterprise value of $1.25 billion and could bring up to approximately $610 million of gross proceeds, but closing depends on Bold Eagle shareholder approval and other conditions.
Agreement signed September 25, 2026; PubCo to trade on Nasdaq under the ticker REDL upon closing, expected around year-end 2026.
Up to approximately $610 million of gross proceeds, including $335 million of committed capital and up to approximately $275 million from Bold Eagle's trust account assuming no redemptions.
Closing requires approval by Bold Eagle shareholders and effectiveness of a registration statement to be filed with the SEC.
REDLattice generated $267 million of revenue for the twelve months ended June 30, 2026, representing 29% year-over-year growth, per the press release.
Adicet Bio reported preliminary Phase 1 data for prula-cel, an investigational cell therapy, in 22 efficacy-evaluable patients with systemic lupus erythematosus, with or without lupus nephritis, using an August 28, 2026 data cut-off. The company plans to start pivotal study start-up activities for lupus nephritis in the fourth quarter of 2026, and the filing says the high DORIS remission rate may support including lupus patients without nephritis. The data are early, from a small group, and the filing contains no revenue or cash figures.
22 efficacy-evaluable patients (16 with lupus nephritis, 6 with extra-renal SLE); follow-up ranged from 6 to 21 months; data cut-off August 28, 2026.
At 12 months, 50% of evaluable lupus nephritis patients achieved a complete renal response and 54% of evaluable patients achieved DORIS remission.
Among 24 safety-evaluable patients, no cytokine release syndrome above Grade 2 was reported; Grade 1 or 2 CRS occurred in 25%; infections occurred in 54%, with Grade 3 or higher in 8.3%.
Pivotal lupus nephritis study start-up activities are planned for Q4 2026; a mid-2027 clinical data update in LN/SLE is anticipated.
Volato Group's Alignment Engine subsidiary signed a Master Services Agreement on September 22, 2026, with two initial orders for dedicated AMD GPU infrastructure at its Ohio AI campus, totaling approximately $1.17 billion in contract value. The filing says the customer has committed to about $133 million in contractual prepayments, and the orders run for 48 months on a take-or-pay basis, which the company describes as its first major customer commitment for the platform.
Two 48-month orders under the MSA with an aggregate contractual value of approximately $1.17 billion.
Initial deployment of AMD MI355X GPUs has a contractual start date of December 31, 2026; second deployment of AMD MI455X GPUs starts June 30, 2027.
Customer has committed to approximately $133 million in prepayments, including approximately $40 million due after execution of the initial order.
Either party may terminate for an uncured material breach after a 30-day cure period.
Brixmor and Everview Partners agreed to acquire Slate Grocery REIT, a Toronto-listed trust with U.S. shopping centers, in a transaction valued at $2.34 billion. Brixmor would effectively acquire 23 grocery-anchored centers for $636 million, and a joint venture with Everview would acquire the other 92 assets for $1.71 billion, with Brixmor holding a 20% stake and committing about $174 million in preferred equity. The deal requires Slate unitholder approval and is expected to close in the first quarter of 2027.
Total transaction valued at $2.34 billion: $636 million for Brixmor's 23-center portfolio and $1.71 billion for the 92-asset joint venture portfolio.
Slate unitholders would receive $13.00 cash per unit, with a ticking fee of about $150,000 per day after January 20, 2027.
Brixmor would hold 20% of the joint venture and Everview 80%, with Brixmor making a preferred equity investment of about $174 million at a 9% dividend.
Closing requires approval by Slate unitholders; the outside date is March 27, 2027, and the JV purchaser would owe Slate a $62,856,450 termination fee in certain cases.
Vestis Corporation appointed Russell Tiejema as Executive Vice President and Chief Financial Officer effective September 28, 2026, succeeding Adam K. Bowen, who had served as interim CFO since December 16, 2025. The company also reaffirmed its fiscal year 2026 outlook, consistent with its August 11, 2026 third quarter earnings release. The filing shows no change to that outlook, and the new CFO's pay package is set out in his employment agreement.
Russell Tiejema, 58, was most recently CFO of US LBM, from June 2024 to July 2026, and previously CFO of Masonite International
Initial base salary of $700,000, a 100% target bonus beginning fiscal 2027, and a $2,500,000 one-time sign-on equity award
Annual LTIP target grant date value of $1,750,000 beginning fiscal 2027, subject to committee approval
Adam K. Bowen, interim CFO, intends to remain with the company through the end of October 2026
On September 27, 2026, the company's subsidiary Drub LLC agreed to buy all membership interests of DRUbit LLC from DRUbit Holdings LLC for an enterprise value of $255 million, subject to adjustments. A September 28 press release from the company's Jefferson Energy unit says the deal covers the Port Arthur Terminal in Texas and a 50% interest in the Hardisty, Alberta Diluent Recovery Unit, and that the acquired assets are expected to generate about $50 million of annual EBITDA over the next twelve months. Closing is expected in the fourth quarter of 2026, subject to regulatory approvals.
Enterprise value of $255 million, adjusted for cash, indebtedness, net working capital and transaction expenses; purchase price reduced by DRUbit's term debt of about $190 million as of September 27, 2026, which is expected to remain outsta
Barclays Bank PLC provided a debt commitment of $72 million to fund the remaining portion of the purchase price, subject to customary conditions.
Company expects approximately $50 million of annual EBITDA from the acquired assets over the next twelve months; closing expected in the fourth quarter of 2026.
Buyer would pay a $15.3 million termination fee if it breaches its obligations, and either party may terminate if closing has not occurred within five months of signing.
Gray Media updated its third-quarter 2026 guidance, raising its political advertising revenue outlook to $188 million to $195 million and lifting the low end of its total revenue range to $950 million. The company also lowered its corporate and administrative expense estimate to $30 million to $35 million, and said the update was provided in connection with lender meetings about a potential credit facility refinancing.
Political advertising revenue guidance raised to $188 million to $195 million, from $165 million to $185 million previously.
Total revenue guidance now $950 million to $965 million, up from $935 million to $965 million.
Total corporate and administrative expense guidance lowered to $30 million to $35 million, from $35 million to $40 million.
Gray expects no outstanding borrowings under its Revolving Credit Facility as of September 30, 2026, and will report third-quarter results on November 6, 2026.
After the market close on September 25, 2026, a jury awarded $5.7 billion in damages to the plaintiff in Taction Technology, Inc. v. Apple Inc., a case in which Burford has a financial entitlement. Burford says that if the verdict were paid as is, its entitlement would be $1.4 billion, split roughly equally between its balance sheet and its investment funds, but the amount is likely to change in post-trial and appellate proceedings. For shareholders, the verdict is not a final judgment or cash received, and Burford warns it could recover substantially less or incur a total loss.
Jury verdict of $5.7 billion in damages, announced in a release dated September 28, 2026, after the market close on Friday, September 25, 2026
If paid as is, Burford's entitlement would be $1.4 billion, split roughly equally between its balance sheet and its investment funds
Apple has filed a motion for judgment as a matter of law, and the Federal Circuit will scrutinize large verdicts on appeal
Burford states that it could recover substantially less than the verdict amount or, in certain circumstances, incur a total loss
On September 24, 2026, Celularity closed the initial phase of a financing agreement signed September 23 for up to $25.0 million of senior secured convertible notes, raising $11.01 million in gross proceeds with warrants for about 4,037,000 shares. The filing also shows a September 18 settlement with Helena in which 2,000,000 additional shares were issued, and the notes and warrants could add substantial share dilution for existing holders.
Initial closing on September 24, 2026: $11.01 million in notes, convertible at $1.50 per share into about 7,340,000 shares
Warrants for about 4,037,000 shares, exercisable at $1.50 per share for five years
Notes bear 10% interest, mature 24 months after issue, and are secured by substantially all company and subsidiary assets
Helena settlement dated September 18, 2026: 700,000 shares issued on conversion of $1.197 million at $1.71 per share, plus 2,000,000 additional shares
GEE Group's audit committee is conducting an independent inquiry into an Executive Employment Agreement dated April 27, 2023 with Allison Dewan, the daughter of Chairman and CEO Derek Dewan, who is named Vice President of Corporate Development. The agreement and its terms had not previously been disclosed in SEC filings, and the committee is reviewing its origin, authorization, related disclosure controls, and whether it should have been disclosed as a related party transaction.
Agreement dated April 27, 2023 names Allison Dewan Vice President of Corporate Development
Initial base salary of $110,000 per year, with a five-year term ending April 26, 2028
Audit committee is reviewing whether the agreement should have been disclosed as a related party transaction, given compensation above $120,000
Filing signed by CFO Kim Thorpe on September 28, 2026
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