Every material Form 8-K CLOVER HEALTH INVESTMENTS, CORP. /DE has filed with the SEC since September 24, 2026, 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). Newest first; each brief links to its own page and to the filing on SEC.gov.
Clover Health reported third-quarter 2026 GAAP net income of $6.4 million, compared with a loss of $24.4 million a year earlier, on total revenues of $759.3 million, up 52.9%. The company raised its full-year 2026 guidance for total revenues, GAAP net income and Adjusted EBITDA, and its board made Clay Thornton permanent Chief Financial Officer effective November 4, 2026.
Q3 2026 total revenues were $759.3 million, up 52.9% year over year; Q3 2026 Consolidated Gross profit was $129.8 million, up 77.3%.
Full-year 2026 GAAP net income guidance is now $25 million to $35 million, up from $20 million to $35 million previously.
Full-year 2026 total revenues guidance is now $2.97 billion to $3.00 billion, up from $2.92 billion to $3.00 billion previously.
Clay Thornton was appointed permanent CFO effective November 4, 2026, with a base salary of $450,000; Joseph Oldakowski was named Chief Accounting Officer with a base salary of $410,000.
CMS awarded Clover Health's PPO Medicare Advantage plans 5 Stars and its HMO plan 4.5 Stars in the 2027 Star Ratings, which affect payments in 2028. The PPO rating reflects CMS removing 20 measures under a May 27, 2026 court decision that is on appeal; with those measures included, the PPO plans would have received 4.5 Stars.
PPO Medicare Advantage plans: 5 Stars; HMO plan: 4.5 Stars, for 2027 (payment year 2028)
With the 20 measures included, the PPO plans would have received 4.5 Stars
Medicare Advantage membership grew about 48% year over year to more than 157,000 through the first half of 2026, with about 98% in PPO plans
Core HEDIS score of 4.82 out of 5 Stars, ranking first among non-SNP PPO plans with over 2,000 members
Clover Health's Board appointed former U.S. Senator Robert Torricelli as a Class I director and Dr. Brian J. Miller as a Class III director, effective September 22, 2026. The appointments fill the Board's two previously disclosed vacancies and bring the Board to nine directors, with Torricelli joining the Audit Committee and Miller joining the Clinical Committee.
Senator Robert G. Torricelli appointed Class I director and to the Audit Committee
Dr. Brian J. Miller appointed Class III director and to the Clinical Committee
Each director to receive a restricted stock unit award valued at $200,000, pro-rated through December 31, 2026
Board size increases to nine directors; each will enter the company's standard indemnification agreement
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