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).
High Roller Technologies said its Audit Committee concluded on October 15, 2026 that its unaudited financial statements for the quarters ended March 31 and June 30, 2026 should no longer be relied upon. The error involved approximately $1.0 million of warrant costs tied to a January 2026 registered direct offering; the correction is non-cash, does not affect revenue or cash, and would reduce the reported net loss, but the company also identified an additional material weakness in internal control over financial reporting. The company intends to file amended Forms 10-Q on October 16, 2026.
Q1 2026 net loss restated to $2.0 million, or $0.19 per share, from $3.0 million, or $0.29 per share
Six-month net loss through June 30, 2026 restated to $4.3 million, or $0.41 per share, from $5.3 million, or $0.50 per share
Approximately $1.0 million of warrant grant-date fair value was wrongly expensed as G&A instead of reducing additional paid-in capital
Amended 10-Q reports to be filed October 16, 2026; WithumSmith+Brown was briefed on the matters
CID HoldCo agreed on October 9, 2026 to cancel about $368,107 in loans from its CEO, CFO/COO and CTO. In exchange, the company will pay about $37,075 in cash and issue 55,613 shares at a deemed price of $6.00 per share, and it has committed to issue 752,889 more shares to other creditors. The deal removes debt but adds new shares that can be sold after the April 15, 2027 lock-up ends, and the filing says it was approved as a related person transaction.
Executive loans totaled $368,107.25 as of October 9, 2026, including principal and unpaid interest.
Settlement terms: about $37,075 cash (roughly 10% of the debt) plus 55,613 shares at a deemed price of $6.00 per share.
As of October 15, 2026, the company committed to issue 752,889 shares to other creditors on similar terms.
Shares are locked up through April 15, 2027; the cash payment is due by December 31, 2026, and a resale registration statement is due by November 30, 2026.
WaFd reported fiscal 2026 net income of $255.9 million, up 13% from the prior year, with diluted earnings per share up 22% to $3.21. Fourth-quarter results were weaker than the prior quarter, with net income of $60.0 million, down 9%, as merger costs and a $36 million charge-off weighed on earnings, though asset quality measures improved.
Fiscal 2026 net income was $255.9 million versus $226.1 million in fiscal 2025; diluted EPS was $3.21 versus $2.63.
Fourth-quarter diluted EPS was $0.76, down from $0.84 in the June 2026 quarter and up from $0.72 a year earlier.
Non-performing assets fell to $86 million, or 0.32% of total assets, from $136 million, or 0.49%, at June 30, 2026, after a $53 million loan relationship was resolved with a $36 million charge-off.
Fourth-quarter non-interest expense included $6 million in merger-related costs tied to the EverBank merger announced September 7, 2026.
Private Bancorp of America, Inc. (NASDAQ: PBAM) reported unaudited third-quarter 2026 net income of $11.4 million, or $1.97 per diluted share, down from $13.1 million, or $2.27 per share, in the prior quarter but up from $9.7 million, or $1.65 per share, a year earlier. Criticized loans rose to $71.9 million and the net interest margin fell to 5.05%, while the company also furnished an investor presentation.
Net income was $11.4 million for Q3 2026, versus $13.1 million in the prior quarter and $9.7 million in Q3 2025.
Diluted EPS was $1.97, versus $2.27 in the prior quarter and $1.65 in Q3 2025.
Criticized loans were $71.9 million, or 3.29% of total loans, up from $58.0 million, or 2.72%, at June 30, 2026.
Net interest margin was 5.05%, down from 5.18% in the prior quarter; noninterest expense was $18.4 million, including about $0.9 million of NASDAQ uplisting costs.
ExxonMobil furnished a preview of selected market and planned factors it expects to affect third-quarter 2026 results compared with second-quarter 2026. The company says these factors are not an estimate of 3Q earnings, and it will publish full 3Q results on October 30, 2026.
Estimated change in margins is a $4.4 billion positive impact versus 2Q26
Estimated change in liquids prices is a $1.3 billion negative impact
Estimated timing effects are negative $2.5 billion, excluded from adjusted earnings
2Q26 U.S. GAAP earnings were $14.5 billion and adjusted earnings were $14.7 billion
Truist reported third quarter 2026 GAAP diluted EPS of $0.56, down from $1.23 in the second quarter and $1.04 a year earlier, mainly due to a $1.4 billion pre-tax loss on the sale of available-for-sale securities. Excluding selected items, adjusted diluted EPS was $1.16, up 12% from the third quarter of 2025, and total revenue on the GAAP basis fell to $3.75 billion from $5.27 billion. The company also agreed on October 14, 2026 to sell $7.7 billion of unsecured consumer loans tied to its LightStream platform to Carlyle Group Inc.
GAAP diluted EPS was $0.56 versus $1.23 in 2Q26 and $1.04 in 3Q25; adjusted diluted EPS was $1.16
Noninterest income was $84 million, including a $1.4 billion pre-tax securities loss and a $66 million loss on the RAC loan sale
Agreement signed October 14, 2026 to sell $7.7 billion of unsecured consumer loans, substantially all assets of LightStream, to Carlyle Group Inc.
Truist repurchased $1.2 billion of common stock and declared dividends of $0.52 per share in the quarter; preliminary CET1 ratio was 10.7%
Fermi Inc. and a subsidiary signed a Limited Waiver and Amendment No. 1 to an equipment supply loan agreement with MUFG Bank, Ltd. The amendment removes a requirement to secure a lease or offtake arrangement for 400 MW at the Project Matador site by November 10, 2026, and removes a potential increase in amortization tied to that requirement. The company believes this eliminates potential required principal payments of about $56 million across the fourth quarter of 2026 and first half of 2027, while it paid amendment fees totaling $25 million.
Covenant removed: lease or offtake arrangement for 400 MW on Project Matador site, originally due by November 10, 2026
Estimated potential principal payments avoided: about $22 million in Q4 2026, $19 million in Q1 2027 and $15 million in Q2 2027
Amendment fees paid: $25 million; MUFG Bank remains administrative agent for a new syndicate of lenders
M&T Bank Corporation reported third quarter 2026 net income of $775 million, or $5.04 per diluted share, down from $818 million in the second quarter but up from $4.82 per share a year earlier. Net income fell 2% from the year-earlier quarter, while diluted EPS rose 5% as average diluted shares declined 7%, and the company repurchased $323 million of its stock during the quarter.
Net income $775 million vs. $818 million in Q2 2026 and $792 million in Q3 2025
Diluted EPS $5.04 vs. $5.32 in Q2 2026 and $4.82 in Q3 2025; diluted net operating EPS $5.08
Provision for credit losses $135 million vs. $120 million in Q2 2026; nonaccrual loans $1.3 billion at September 30, 2026
CET1 capital ratio estimated at 10.16% at September 30, 2026, vs. 10.19% at June 30, 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.