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
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
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
Exascale Labs reported fiscal 2026 revenue of $14.8 million, up 111% from $7.0 million, but its net loss widened to $12.2 million from $7.7 million. The loss increase reflects higher operating expenses and a $7.4 million non-cash fair value change on simple agreements for future equity (SAFEs), which converted into Class A common stock when the Nasdaq business combination closed on August 27, 2026, eliminating a $29.1 million liability.
Revenue was $14.8 million versus $7.0 million; revenue from the intelligent computing power service rose 124.0%.
Net loss was $12.2 million versus $7.7 million, including a $7.4 million change in fair value of SAFEs.
Operating expenses rose to $7.2 million from $4.2 million; gross margin was 16.3% versus 15.8%.
Business combination closed August 27, 2026, with approximately $11.8 million in net cash proceeds; shares began trading on Nasdaq as XLAB on August 28, 2026.
Core Molding Technologies furnished slides from its September 28, 2026 investor day under Item 7.01, with the presentation attached as Exhibit 99.1 and posted on its website. The slides show trailing-twelve-month revenue fell from $377 million in 2022 to $254 million through the second quarter of 2026, while the company says its adjusted EBITDA margin improved from 8.7% in 2025 to 11.2%, which it presents as the result of its operating turnaround.
Trailing-twelve-month revenue of $254 million through Q2 2026, versus $274 million in 2025 and $377 million in 2022 per the slides
Adjusted EBITDA margin improved from 8.7% in 2025 to 11.2% per the slides; adjusted EBITDA is a non-GAAP measure
Slides cite $89 million of incremental annual revenue from new wins over 18 months and $210 million of annual revenue in active quotes
CEO Eric Palomaki and CFO Alex Panda are among presenters; the company says it aims to reach $500 million in revenue through economies of scale
Greenpro Capital Corp. completed the sale of six subsidiaries, collectively the F&A Entities, to Ms. Chen Yanhong on September 28, 2026, for cash consideration of HK$3,500,000, or about US$446,486. The filing says the F&A Entities are reported as discontinued operations and that the company estimates a $130,679 loss on the sale, so shareholders will see a smaller continuing business with a one-time loss.
Sale completed September 28, 2026, for HK$3,500,000 (about US$446,486) in cash to Ms. Chen Yanhong.
The buyer is a director of four of the sold entities and holds 14 shares of Greenpro common stock.
The company estimates a $130,679 loss on the sale and a $5,303,075 reduction in additional paid-in capital from waived intercompany balances.
Pro forma six-month 2026 revenue from continuing operations was $431,828, versus $707,553 historically; the F&A Entities principally provided corporate advisory and company-secretarial services.
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.
TransCode Therapeutics reported updated Phase 1a clinical data for TTX-MC138 in patients with advanced solid tumors, using a September 1, 2026 data cutoff. Ten of 14 efficacy-evaluable patients achieved stable disease, and no dose-limiting toxicities were reported, but the sample is small and disease control was lower at Cycle 6 (35.7%) than at Cycle 3 (57.1%). The filing contains no financial results, so the update bears on the drug's clinical prospects rather than on current financials.
10 of 14 efficacy-evaluable patients (71.4%) achieved stable disease as best overall response at the September 1, 2026 data cutoff.
Disease control rate was 57.1% at Cycle 3 Day 1 and 35.7% at Cycle 6 Day 1.
No dose-limiting toxicities were reported, including at the highest evaluated dose of 4.8 mg/kg, with 98 doses administered.
Post-hoc analysis found 6 of 15 evaluable patients (40%) with a growth modulation index above 1.3; the company said biomarker findings are hypothesis-generating.
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
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.