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).
Tectonic Therapeutic reported topline Phase 1a results for TX2100, an investigational antibody for hereditary hemorrhagic telangiectasia (HHT), stating the drug was generally safe and well-tolerated in healthy adult volunteers. The FDA also granted TX2100 Fast Track designation for HHT and cleared the IND for a planned Phase 1b trial, which advances the clinical program toward patients. The filing discloses no revenue or financial results, and anti-drug antibody results remain pending.
Phase 1a enrolled 48 healthy adult volunteers across six dose cohorts; no deaths, serious adverse events or severe treatment-emergent adverse events were reported at any dose
FDA cleared the IND in August 2026 and granted Fast Track designation in September 2026
Phase 1b trial in HHT patients planned to begin by year-end 2026; Phase 2 planned to begin in early 2027
Detailed Phase 1a results to be presented at the CureHHT 16th HHT International Scientific Conference, October 12-16, 2026
MongoDB's Board of Directors authorized an additional $1.0 billion in share repurchases on September 25, 2026, bringing the aggregate authorized amount under its existing program to $2.0 billion. The company also held an Investor Day on September 29, 2026, where leadership discussed growth strategy while an interim CEO leads a pending leadership transition.
Board authorized an additional $1.0 billion in repurchases on September 25, 2026, for an aggregate $2.0 billion under the existing program.
$1,353,700,000 remains available for future repurchases as of the filing date.
Repurchases may be made in open market or privately negotiated transactions, and the company is not obligated to buy any particular amount.
Investor Day on September 29, 2026 covered strategy, and the presentation references a recently announced leadership transition led by interim CEO Dev Ittycheria.
On September 25, 2026, Angel Oak Mortgage REIT and two subsidiaries extended a loan financing facility with lender Global Investment Bank 3 through September 25, 2027. The filing says the interest rate pricing spread was reduced, with the low end falling from 1.75% to 1.35% while the stated top of the range stayed at 4.75%, which could lower borrowing costs for shareholders.
Facility extended through September 25, 2027
Pricing spread range changed from 1.75% to 4.75% to 1.35% to 4.75%
Sixth Amendment to Second Amended and Restated Master Repurchase Agreement filed as Exhibit 10.1, dated September 25, 2026, with portions redacted
On September 25, 2026, Angel Oak Mortgage REIT and two subsidiaries extended their loan financing facility with lender Multinational Bank 1 through December 28, 2026, the facility had been set to expire on September 25. The interest rate pricing spread was reduced to a range of 1.20% to 2.10%, from 1.30% to 2.10%, which lowers the bottom of the borrowing cost range.
Facility extended to December 28, 2026, from an original expiry of September 25, 2026
Interest rate pricing spread reduced to 1.20% to 2.10%, from 1.30% to 2.10%
Extension was made under an agreement that contemplates rolling three-month renewals with Multinational Bank 1
Dyne Therapeutics reported additional one-year clinical data from the Phase 1/2 ACHIEVE trial of z-basivarsen in myotonic dystrophy type 1 (DM1), based on a pooled group of 25 to 26 participants from several dose cohorts. The company also disclosed a mean baseline hand-opening time of 8.3 seconds for the 71 participants in the registrational expansion cohort, whose topline data are still expected in the first quarter of 2027. The results are not from a single registrational-dose group, and the filing says only 8 of 26 pooled participants received the registrational dose for the full 12 months.
Pooled group's hand myotonia (vHOT) improved 3.2 seconds from baseline at 6 months, versus a 0.4-second increase in the placebo group (N=14).
At 12 months, the pooled group improved 1.2 seconds on the 5xSTS test and 4.8% on the QMT total score relative to baseline.
Only 8 of 26 pooled participants received the 6.8 mg/kg registrational dose for the full 12 months analyzed.
Topline data from the 71-participant registrational expansion cohort are planned for the first quarter of 2027.
Legacy Education reported fiscal 2026 results for the year ended June 30, 2026, with revenue up 24.8% to $80.1 million and net income up 21.3% to $9.1 million. Diluted earnings per share rose 11.9% to $0.66, and year-end student population reached 3,377, up 8.9% from 2025, so shareholders see growth in both sales and profit.
Fiscal 2026 revenue of $80.1 million, up from $64.2 million in fiscal 2025, partly reflecting a full year of Contra Costa Medical Career College results versus half a year in the prior year
Fourth-quarter revenue rose 12.0% to $20.1 million and net income rose 53.3% to $1.9 million
Diluted EPS for fiscal 2026 was $0.66, up 11.9%; general and administrative expense rose 26.7% to $24.2 million
On September 29, 2026, the trust furnished monthly account statements for USCI and CPER, two of its series, for the month ended August 31, 2026, as required under Rule 4.22 of the Commodity Exchange Act. USCI reported net income of $19.1 million, and its net asset value rose from $369.4 million to $393.8 million over the month.
USCI net income for August 2026 was $19,118,205 on total income of $19,433,097 and total expenses of $314,892.
USCI net asset value ended August 31, 2026 at $393,754,849, or $106.42 per share on 3,700,000 shares.
CPER, the United States Copper Index Fund, reported net income of $15,808,665 and an end-of-month net asset value of $750,295,665, or $40.02 per share.
United States Brent Oil Fund, LP filed its monthly account statement for the month ended August 31, 2026, as required under Rule 4.22 of the Commodity Exchange Act. The statement shows net income of $35,072,555 and an end-of-month net asset value of $620,942,000, or $52.85 per share. The filing is a routine regulatory report, and the net income figure is the main result for shareholders.
Net income of $35,072,555 for August 2026 on total income of $35,620,919 and total expenses of $548,364.
Realized trading gain on commodity futures of $20,577,580 and unrealized gain of $13,162,030.
Net asset value at August 31, 2026 of $620,942,000, or $52.85 per share on 11,750,000 shares.
Additions of 1,750,000 shares ($87,619,235) and withdrawals of 2,250,000 shares ($117,011,923) during the month.
United States Gasoline Fund, LP filed its monthly account statement for the month ended August 31, 2026, furnished as Exhibit 99.1 to a Form 8-K, as required under Rule 4.22 of the Commodity Exchange Act. The fund reported net income of $10,592,058 for August, and its net asset value rose from $141,027,806 to $146,956,981 despite net withdrawals of shares during the month.
Net income for August 2026 was $10,592,058, on total income of $10,707,367 and total expenses of $115,309.
Net asset value rose to $146,956,981 at August 31, 2026, from $141,027,806 at August 1, 2026.
Net asset value per share was $127.79 on 1,150,000 shares outstanding at month end.
Additions totaled $18,080,338 (150,000 shares) and withdrawals totaled $22,743,221 (200,000 shares) during the month.
The fund filed its monthly account statement for the month ended August 31, 2026, showing net income of $2,128,917. Net asset value fell to $44,487,522 from $44,964,555 at the start of the month because of $2,605,950 in withdrawals of 50,000 shares.
Net income of $2,128,917 for the month ended August 31, 2026, on total income of $2,169,885 and total expenses of $40,968
Realized trading gain of $744,539 and unrealized gain of $1,293,169 on commodity futures
Net asset value of $44,487,522 at month end, or $52.34 per share on 850,000 shares
Withdrawals of 50,000 shares totaling $2,605,950 during the month
United States Natural Gas Fund, LP issued its monthly account statement for the month ended August 31, 2026, as required under Rule 4.22 of the Commodity Exchange Act. The statement shows net income of $30.1 million and net asset value of $571.0 million, or $10.55 per share, at month end. The figures show the fund's August results and changes in its net asset value for limited partners.
Net income of $30,054,525 for August 2026 on total income of $30,576,081 and total expenses of $521,556
Unrealized gain on commodity futures of $38,468,260 offset a realized trading loss of $14,184,090
Net asset value of $570,973,024 at August 31, 2026, or $10.55 per share on 54,146,103 shares
During August, 10,600,000 shares were added ($106.1 million) and 4,000,000 shares were withdrawn ($41.2 million)
Carnival reported record third-quarter 2026 results for the period ended August 31, with net income attributable to the company of $1.92 billion, up from $1.85 billion a year earlier, and revenue of $8.4 billion, up from $8.2 billion. The company said its full-year 2026 adjusted net income outlook improved by more than $150 million compared with June guidance, offsetting a $150 million impact from higher fuel prices.
Q3 net income attributable to Carnival was $1.92 billion versus $1.85 billion a year earlier; total revenues were $8.4 billion versus $8.2 billion.
Diluted EPS was $1.40 versus $1.33 a year earlier; adjusted EPS was $1.43, in line with the prior year.
Full-year 2026 adjusted net income is now expected to improve by more than $150 million versus June guidance, overcoming a $150 million impact from increased fuel prices.
The company completed about $1.2 billion of share repurchases year to date and paid $618 million in dividends for the first nine months.
Nasdaq has determined that Liminatus Pharma regained compliance with its minimum bid price rule and closed the matter, according to an 8-K filed September 29, 2026. The company had transferred to The Nasdaq Capital Market effective August 4, 2026, after a hearing before the Nasdaq Hearings Panel, and completed a 1-for-50 reverse stock split on August 20, 2026. Its closing bid price was above $1.00 for 13 consecutive trading days, from August 21 to September 9, 2026.
Nasdaq notice dated September 24, 2026 said the company regained compliance with the Bid Price Rule and the matter is closed.
Closing bid price was above $1.00 for 13 consecutive trading days, August 21 to September 9, 2026.
The company effected a 1-for-50 reverse stock split at the close of trading on August 20, 2026.
Company issued a press release on September 29, 2026 (Exhibit 99.1) announcing the regained compliance.
Keros Therapeutics said it expects to receive a $20 million development milestone payment from partner Takeda after the first patient was dosed in the Phase 3 ELRiSE MF trial of elritercept. Keros expects to distribute 25% of the net cash proceeds from the payment to its stockholders after receipt.
$20 million development milestone payment under the elritercept license agreement with Takeda
Triggered by dosing of the first patient in the Phase 3 ELRiSE MF trial in myelofibrosis and anemia
Keros expects to distribute 25% of net cash proceeds from the payment to stockholders after receipt
Keros received a $200 million upfront payment in February 2025 and is eligible for milestones potentially exceeding $1.1 billion
SoundThinking agreed on September 28, 2026 to be acquired by Transom Capital Group through a tender offer for $8.00 per share in cash plus one non-transferable contingent value right worth up to $3.00 per share. The up-front price is a 46% premium to the September 28, 2026 closing price, and holders of about 33% of the outstanding shares have already agreed to tender, so the deal would give shareholders a cash exit if completed.
Up-front cash of $8.00 per share, plus a CVR paying up to $3.00 per share tied to 2027 revenue milestones for ShotSpotter and SafePointe
Implied enterprise value of about $114 million on up-front consideration, or about $159 million with the maximum CVR payment
Veradace Partners (about 16%) and Gary M. Lauder and affiliates (about 17%) agreed to tender their shares; the offer requires more than 50% of outstanding shares to be tendered
Closing is expected in the fourth quarter of 2026; the deal has no financing condition, and shares will stop trading on Nasdaq once completed
Invivyd reported topline results from the Phase 3 LIBERTY study of its investigational COVID-19 antibody VYD2311, which it says showed a safety and tolerability profile superior to an mRNA COVID-19 vaccine. The company also plans to submit a Biologics License Application to the FDA under the Accelerated Approval pathway, pending data from the ongoing DECLARATION pivotal study expected in October 2026. For shareholders, the results come from a 210-person study, and the regulatory path depends on DECLARATION data that have not yet been reported.
VYD2311 alone: 56.5% of subjects had a treatment-emergent adverse event, injection site reaction or hypersensitivity reaction over 6 days, versus 91.4% in the mRNA vaccine arm (P<0.0001).
VYD2311 combined with the mRNA vaccine: 78.9% versus 91.4% on the same measure, with P=0.057 for that comparison.
DECLARATION topline safety and immunogenicity data are expected in October 2026; that study enrolls approximately 2,400 participants.
LIBERTY enrolled 210 healthy adults aged 18 to 49, randomized 1:1:1 across three arms.
CarMax reported second-quarter fiscal 2027 results for the period ended August 31, 2026, with total net revenues up 19.5% to $7.9 billion and net earnings of $165.3 million, or $1.16 per diluted share, versus $0.64 a year earlier. The company said it plans to resume share repurchases in the third fiscal quarter and will hold a Strategic Update on November 3, 2026.
Total net revenues rose 19.5% to $7.9 billion; net earnings rose 73.3% to $165.3 million
Diluted EPS of $1.16 versus $0.64 a year ago, an increase of 81.3%
Gross profit per retail used unit fell $111 to $2,105 amid pricing actions to support sales
Plans to resume share repurchases in Q3 fiscal 2027; $1.31 billion remained under the authorization as of August 31, 2026
Immix Biopharma said an interim update from its Phase 2 NEXICART-2 trial shows an 89% (40/45) complete response rate across all 45 enrolled relapsed/refractory AL Amyloidosis patients, as assessed by an independent review committee. The company said the final readout and BLA submission are planned for mid-2027, so the data remain interim and the therapy has not been approved.
Complete response rate of 89% (40/45) across all 45 enrolled patients, per an independent review committee
All 25 new patients are in complete response or MRD-negative (21 in CR, 4 MRD-negative)
Four MRD-negative patients still pending; the company says this could raise the CR rate to up to 98% (44/45)
Final readout and BLA submission planned for mid-2027; company reported no neurotoxicity or enterocolitis to date
Uranium Energy Corp reported results for its fiscal year ended July 31, 2026, with revenue of $37.3 million and gross profit of $16.9 million from selling 400,000 pounds from inventory at a weighted average realized price of $93.13 per pound. The company said it ended the year with $753 million in liquid assets, including $495 million in cash, and no debt, while fourth-quarter production rose 157% from the third quarter.
Fiscal 2026 revenue of $37.3 million and gross profit of $16.9 million from 400,000 pounds sold
Weighted average realized price of $93.13 per pound; fourth-quarter total cost per pound down 33%
$753 million in liquid assets, including $495 million cash, and no debt as of July 31, 2026
Burke Hollow began production in April 2026; fiscal 2026 production totaled 229,294 pounds
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.