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).
In a September 28, 2026 press release, Sable Offshore said it plans to accelerate 4 additional Perforation Addition operations on Platform Hondo, bringing completed operations to 9 of 15 production wells before the expected Q4 2026 restart, up from 5 previously expected. The company estimated July and August oil sales at approximately 32 thousand gross barrels per day and expects September at approximately 34 thousand, while noting third-party sales constraints in late August and September.
Platform Hondo reconstruction and internal commissioning are complete; the MMA's final review of the instrumentation, control, and safety submission is expected in October 2026.
Completed Perf Adds before restart are now expected on 9 of 15 wells, versus 5 previously; each is estimated to add about 600 barrels of oil per day at about $800,000 per operation.
July and August oil sales were approximately 32 thousand gross barrels per day; September is expected at approximately 34 thousand.
October nominations to the crude purchaser are expected to average 38 thousand gross barrels per day, with an estimated exit rate of about 45 thousand before Hondo volumes are added.
Talen's board named President Terry Nutt as chief executive effective January 1, 2027, succeeding Mac McFarland, who retires March 1, 2027. The same day, Talen entered $1.5 billion of accelerated share repurchase agreements, funded by selling about $1.5 billion of future PJM capacity revenues, and raised its remaining buyback authorization to $3.0 billion. For shareholders, the buyback reduces the share count, but the company says its adjusted free cash flow forecast for 2H 2026 through 2028 falls from about $4 billion to about $2.8 billion after the capacity sale.
Terry Nutt becomes CEO and joins the board on January 1, 2027; his base salary is set at $1,200,000, with a target bonus of 135% of base and a long-term incentive target of 700% of base.
Mac McFarland serves as Senior Advisor from January 1, 2027 until his retirement on March 1, 2027, and will receive $100,000 for those services.
The ASRs with Goldman Sachs & Co. LLC and Banco Santander cost $1.5 billion, with about 4.0 million shares initially received; the company expects them to be completed by the end of the first quarter of 2027 and says they would repurchase m
The capacity monetization covers PJM 2027/2028 and 2028/2029 delivery years, with Citi, at SOFR plus 200 basis points; the company targets net leverage of 3.5x by the second half of 2027.
Concentrix reported fiscal third-quarter 2026 revenue of $2,453.7 million, down 1.2% from a year earlier, and a GAAP net loss of $988.1 million, or $(16.24) per diluted share, driven by a non-cash $1,050.0 million goodwill impairment. Excluding non-GAAP items, diluted EPS rose 5.0% to $2.92, and the company raised its quarterly dividend to $0.37 per share. The company guided fourth-quarter non-GAAP diluted EPS to $2.86 to $2.98 and full-year 2026 non-GAAP diluted EPS to $10.97 to $11.09.
Revenue was $2,453.7 million, down 1.2% as reported and down 0.5% in constant currency
GAAP operating loss of $(910.3) million and net loss of $(988.1) million include a $1,050.0 million goodwill impairment
Non-GAAP operating income rose 1.3% to $309.0 million and non-GAAP net income rose 1.8% to $186.5 million
Quarterly dividend raised to $0.37 from $0.36, payable November 3, 2026; no shares repurchased in the quarter, with $396.6 million authorization remaining
Fox Factory Holding Corp. completed the sale of Wheelhouse Holdings, parent of baseball bat maker Marucci Sports, to Squared Up Holdings, an investor group led by Marucci senior management, on September 25, 2026. The Company received $200 million in cash, which it used to reduce borrowings under its credit facility, plus a $25 million subordinated note due December 31, 2026. The unaudited pro forma financial information filed with the 8-K shows a $120.1 million loss on the disposal, which weighs on shareholders even as it reduces debt.
Enterprise value of $225 million, paid as $200 million in cash and a $25 million subordinated convertible note
Note matures December 31, 2026; if unpaid, principal increases by $2.5 million and interest rises to 10% per year
Pro forma loss on disposal of $120.1 million and approximately $7.5 million in transaction costs
Pro forma six-month net sales fell to $647.6 million from $726.8 million historical
Workday reiterated its fiscal 2027 third-quarter and full-year guidance from August 27, 2026, except for GAAP operating margin, which it now expects to be roughly 20 to 21 percentage points below non-GAAP margin in the third quarter and about 19 points below for the full year. The company is reducing about 2.5% of its workforce, mainly in Product and Technology, and reducing leased office space, with charges of $65 million to $80 million that shareholders will see in GAAP results.
Reorganizations announced September 29, 2026 include a reduction of about 2.5% of current workforce, mainly in Product and Technology.
Charges of $65 million to $80 million: about $55 million to $70 million in fiscal Q3 and $10 million in fiscal Q4 2027.
Charges include $40 million to $55 million in cash severance and benefit costs, about $10 million in stock-based compensation, and about $15 million in office space impairment.
Employee actions are expected to be substantially complete by Q1 fiscal 2028; office actions by Q4 fiscal 2027.
uniQure presented additional data from its ongoing Phase I/II studies of AMT-130 for Huntington's disease, comparing treated patients with updated external controls. The 36-month analysis of all 15 high-dose patients showed 80% slowing on cUHDRS (nominal p=0.005) and 67% on TFC (nominal p=0.011), and the company says the BLA submission was based on 36-month data. The 48-month primary cUHDRS result showed 44% slowing but did not reach statistical significance (p=0.144), and the company notes that missing data and survivor bias in the updated control may understate the treatment effect.
36-month analysis of 15 high-dose patients: 80% slowing of cUHDRS decline (nominal p=0.005) and 67% slowing of TFC decline (nominal p=0.011)
48-month analysis of 12 high-dose patients: 44% slowing on cUHDRS (p=0.144, not significant) and 61% slowing on TFC (nominal p=0.008)
Data missingness in the updated Enroll-HD B control reached 53% at Month 48; data cutoff was June 30, 2026
Company says the BLA was submitted on 36-month data, which the FDA said at a June 2026 Type B meeting would be acceptable under the accelerated approval pathway
Unicycive Therapeutics resubmitted its New Drug Application for oxylanthanum carbonate (OLC) on September 29, 2026, with chemistry and manufacturing data from a new third-party drug product vendor. The company expects FDA acceptance within 30 days and a new PDUFA date six months from resubmission, following a June 2026 Complete Response Letter. The company also appointed Meredith S. Manning as an independent director effective October 1, 2026.
NDA resubmitted September 29, 2026, including CMC data from a new third-party drug product manufacturing vendor and 12 months of OLC drug product stability data.
Company anticipates FDA acceptance within 30 days; new PDUFA date expected six months from resubmission.
June 2026 CRL cited the same third-party manufacturing deficiencies as the June 2025 CRL; the original vendor's FDA inspection had not occurred as of September 29, 2026.
Meredith S. Manning appointed independent director effective October 1, 2026; cash, equivalents and marketable securities were $61.4 million as of June 30, 2026.
BeyondSpring agreed to sell its Chinese holding subsidiary, BeyondSpring Ltd., to Biolin Investment Limited. In exchange, Biolin's non-cash consideration is to fund the China portion of the Phase 3 DUBLIN-4 trial, and no cash is payable at closing. The company also set up an at-the-market program to sell up to 9,200,000 ordinary shares, which could dilute existing shareholders, and announced FDA Fast Track designation for Plinabulin.
Sale of BeyondSpring Ltd. to Biolin under a Share Purchase and Collaboration Agreement dated September 28, 2026; no cash paid to the company at closing
If Bulin misses the Target Enrollment within three years after closing, the investor must return part or all of the equity interests, with 100% returned if the shortfall is 90% or greater
ATM program with Citizens JMP Securities for up to 9,200,000 ordinary shares, with commission of up to 3.0% of gross proceeds
FDA granted Fast Track designation to Plinabulin and docetaxel for post-ICI non-squamous NSCLC; DUBLIN-4 plans approximately 442 patients with an interim analysis at 221 PFS events
Aldeyra Therapeutics said it intends to submit a Formal Dispute Resolution Request to the FDA, appealing the March 16, 2026 Complete Response Letter that denied approval of reproxalap for dry eye disease. The company also extended its projected operational cash runway into 2029, based on $45.1 million in cash and cash equivalents as of June 30, 2026. The appeal's outcome and timing remain uncertain, and the filing states that the FDRR submission and meeting with the Office of New Drugs are expected in the fourth quarter of 2026.
Intends to submit an FDRR to the FDA's Office of New Drugs, appealing the March 16, 2026 Complete Response Letter for reproxalap
FDRR submission and a meeting with the Office of New Drugs are expected in the fourth quarter of 2026
Cash and cash equivalents were $45.1 million as of June 30, 2026; operational cash runway extended into 2029
Stewards completed its acquisition of Envy Pompano Beach, a 214-unit apartment and mixed-use property in Florida, on September 23, 2026, with a contractual price of $90.0 million paid partly in 14,263,025 newly issued common shares. The company must make $3.0 million monthly cash payments to sellers from October 2026 through April 2027, while 7,000,000 escrowed shares are cancelled over that period, and it took on a $47.7 million mortgage loan, which adds share dilution and cash obligations for shareholders.
Closed September 23, 2026; contractual price of $90.0 million, including 14,263,025 shares at a $3.00 contractual value per share and $44,557,435.93 of refinanced property debt
7,000,000 shares placed in escrow; $3.0 million cash payments due monthly from October 5, 2026 through April 5, 2027, with 1,000,000 escrowed shares cancelled per payment
$47.7 million LoanCore mortgage loan at one-month Term SOFR (3.35% floor) plus 3.60%, interest-only, maturing October 9, 2028
If shares are delisted from Nasdaq and not relisted within 120 days, the company must pay sellers $5.5 million per payment, subject to a $33.0 million aggregate cap
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.