3,560 material Form 8-K filings that 2,489 companies we cover made with the SEC in October 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). 2,508 of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Equity Bancshares filed unaudited financial statements and MD&A for Frontier Holdings LLC, which it acquired effective January 1, 2026, for the three months ended December 31, 2025. The filing was made to support an S-4 registration for the pending Lincoln Bancorp transaction and does not change Equity's own reported financial statements. Frontier reported a net loss, which is a change from a year-earlier profit, although its net interest income rose.
Frontier reported a net loss of $891,000 for the quarter ended December 31, 2025, versus net income of $2.9 million a year earlier.
Net interest income rose to $10.9 million from $9.2 million, while total noninterest expense rose to $12.4 million from $6.6 million.
Frontier's total assets were $1.43 billion at December 31, 2025, and its loans were $1.29 billion.
Gold.com entered into a Second Amended and Restated Credit Agreement with CIBC Bank USA as administrative agent on September 29, 2026. The uncommitted revolving line is payable on demand and is reduced from $427.5 million to $250 million, while many caps on dividends, buybacks, acquisitions and metals-related arrangements are removed or loosened.
Facility reduced from $427,500,000 to $250,000,000
Converted to an uncommitted revolving line of credit payable on demand
Caps on special and recurring dividends and share repurchases removed, subject to conditions
Agreement dated September 29, 2026; filed October 2, 2026
A federal court in California ruled on September 29, 2026, on motions to dismiss in the lawsuit Joby Aero brought against Archer and an employee. The court narrowed the claims, dismissing some trade-secret and contract claims, some with leave to amend, while letting other claims proceed. The court also dismissed Archer's counterclaims against Joby without leave to amend, which limits Archer's own claims in the case.
Ruling date: September 29, 2026, U.S. District Court for the Northern District of California, Case No. 5:25-cv-10703-SVK
Certain trade-secret and contract-related claims against Archer and its employee were dismissed, some with leave to amend
Archer's counterclaims against Joby Aero and Joby Aviation under the Lanham Act and California's Unfair Competition Law were dismissed without leave to amend
Star Holdings amended its term loan with Safehold, extending maturity to March 31, 2029, and amended its management agreement with a Safehold subsidiary, raising the termination fee to $62.5 million. On September 30, 2026, the company also cut its margin loan balance from $94.5 million to $46.5 million, which reduces its borrowing but adds fee costs that shareholders should weigh.
Margin loan balance reduced from $94.5 million to $46.5 million on September 30, 2026, funded mainly by about $30.0 million of asset sale proceeds and $18.0 million of restricted cash
Term loan maturity extended one year to March 31, 2029, with an extension fee of 0.5% of outstanding loans and a 1.0% per annum rate increase during any extension to September 30, 2029
Management agreement termination fee increased from $55.0 million to $62.5 million, with minimum quarterly management fees of $1.25 million and $625,000 set for later annual terms
MacKenzie Realty Capital, Inc. temporarily suspended its preferred Dividend Reinvestment Program (DRIP) and its preferred share repurchase program while it reviews strategic alternatives brought by its financial advisor, Maxim Group LLC. The pending October dividend will be paid fully in cash, including to holders who had elected DRIP participation, and the Board approved regular preferred dividends for the quarter ending December 31, 2026, at the same amounts as previous quarters. Preferred holders lose the reinvestment and repurchase options for now, and the company states there is no assurance that any strategic transaction will result.
DRIP suspended for this cycle; the October dividend is paid entirely in cash, including to enrolled DRIP participants, per the October 2, 2026 letter.
Preferred share repurchase program temporarily suspended while the company reviews strategic alternatives from Maxim Group LLC; the company says there can be no assurance of a strategic transaction.
Board approved monthly dividends of $0.125 per Series A share, $0.0625 per Series B share and $0.1875 per Series C share for holders of record on October 31, November 30 and December 31, 2026, payable in January 2027.
DRIP intended to resume after the SEC qualifies the amended Offering Circular, with no new election required from enrolled participants.
Trilogy Metals reported net income of $0.2 million for the quarter ended August 31, 2026, compared with a net loss of $1.7 million a year earlier, driven mainly by a non-cash mark-to-market gain on its obligation to issue shares and warrants to the U.S. Department of War (DOW). For the nine months, the company reported a net loss of $13.2 million, up from $7.5 million, and the DOW investment closed on September 11, 2026, with the company's cash balance at $31.2 million.
Three-month net income of $0.2 million versus a $1.7 million net loss in the same period of 2025, helped by an $11.6 million gain on the derivative.
Nine-month net loss widened to $13.2 million from $7.5 million, mainly due to higher stock-based compensation and a larger share of Ambler Metals' exploration loss.
On September 11, 2026, the DOW closing delivered gross proceeds of about $17.8 million for 8,215,570 units at $2.17 per unit; the DOW holds about 9.1% of common shares.
Cash was $31.2 million as at August 31, 2026, with adjusted working capital of $30.3 million.
Freeport-McMoRan said third-quarter 2026 copper production was about 830 million pounds, in line with its expectations. Gold sales timing at PT Freeport Indonesia moved about 60 thousand ounces of refined gold into fourth-quarter 2026, and unit net cash costs are expected to be about 5% above the July estimate. The update points to steady operations but higher costs and lower gold sales for the quarter, and full third-quarter results are due October 27, 2026.
Third-quarter copper production of about 830 million pounds and gold production of about 230 thousand ounces, both in line with expectations.
Third-quarter gold sales are expected to be about 100 thousand ounces, below the July 2026 estimate, due to deferred sales.
Unit net cash costs are expected to be about 5% above the July 2026 estimate of $2.00 per pound of copper, mainly from lower by-product credits.
Full third-quarter 2026 earnings results are scheduled for release before the market opens on October 27, 2026.
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.