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S&P 500 Consumer Discretionary Sector SEC Filings β€” February 17, 2026

USA S&P 500 Consumer Discretionary

20 high priority39 medium priority59 total filings analysed

Executive Summary

On February 18, 2026, 59 8-K filings flooded the US SEC for the S&P 500 Consumer Discretionary sector, dominated by over 22 Item 2.02 earnings disclosures (e.g., Avis Budget, eBay, Booking Holdings, Cheesecake Factory) signaling the start of reporting season with uniformly neutral sentiment and no disclosed YoY/QoQ trends, guidance, or metrics across all, limiting quantitative portfolio trends but implying broad operational stability. A cluster of 11 Item 1.01 material definitive agreements (e.g., Bread Financial, flyExclusive, RLJ Lodging Trust, SmartStop Self Storage) points to heightened M&A activity potentially driving consolidation in retail, hospitality, and entertainment subsectors. Leadership churn evident in 12 Item 5.02 filings (e.g., Kraft Heinz, FormFactor, Marchex) reflects routine transitions with neutral sentiment but undisclosed details raise mild governance flags. Critical bearish outliers include Ashford Hospitality's Item 2.04 financial obligation trigger (high risk, bearish) and Chain Bridge I's Item 3.01 delisting notice (critical risk, bearish), contrasting sector neutrality. No insider trading, capital allocation, or forward-looking data disclosed portfolio-wide, but large exhibit files (e.g., 43MB Hycroft Mining, 16MB Jackson Financial) suggest detailed metrics in attachments warranting review. Overall, neutral sector stance with actionable M&A watch and isolated debt/listing risks amid absent enriched quantitative insights.

Tracking the trend? Catch up on the prior S&P 500 Consumer Discretionary Sector SEC Filings digest from February 16, 2026.

Investment Signals(12)

  • Standard earnings disclosure Item 2.02 with materiality 7/10, low risk, neutral sentiment signals operational continuity in automotive rental

  • β–²

    Earnings release Item 2.02 materiality 7/10, low risk, potential retail strength implied by timely voluntary filing

  • Multi-item earnings (2.02/8.01) materiality 7/10, low risk, hospitality sector transparency amid travel recovery

  • Comprehensive earnings filing (2.02/7.01/8.01) materiality 8/10, low risk, restaurants subsector confidence in disclosure

  • Earnings with Reg FD (2.02/7.01) materiality 6/10, low risk, entertainment resilience post-pandemic

  • β–²

    Multi-item results (2.02/7.01) materiality 7/10, low risk, retail franchising stability

  • Entry/termination of material agreements (1.01/1.02) materiality 7/10, potential strategic pivot in consumer finance

  • β–²

    Material definitive agreement Item 1.01 materiality 8/10, medium risk but high actionability for fintech-retail tie-in

  • β–²

    Material agreement disclosure Item 1.01 materiality 8/10, aviation-hospitality upside

  • Item 2.04 financial trigger event, bearish sentiment, high risk erodes hospitality confidence

  • β–²

    Item 3.01 delisting notice, bearish sentiment, critical risk signals compliance failure

  • β–²

    Officer change alongside earnings (5.02/2.02), neutral but leadership flux in energy-adjacent discretionary

Risk Flags(10)

Opportunities(10)

Sector Themes(6)

  • Earnings Cluster Launch
    β—†

    22+ Item 2.02 filings on single day (e.g., 30% of total), all neutral/low risk/materiality 6-8/10, implies stable Q4 results across retail/auto/entertainment absent metric details [IMPLICATION: Sector rotation potential pre-calls]

  • M&A Acceleration
    β—†

    11 Item 1.01 material agreements (19% of filings, e.g., Bread Financial to RF Acquisition), medium risk/high materiality avg 8/10, signals consolidation in fragmented hospitality/retail [IMPLICATION: Acquisition targets undervalued]

  • Leadership Churn Pattern
    β—†

    12 Item 5.02 officer/director changes (20% prevalence, e.g., Kraft Heinz, FormFactor), neutral/low risk but detail gaps, routine refresh amid sector transitions [IMPLICATION: Watch succession for execution risks]

  • Debt & Obligation Spikes
    β—†

    4 instances of Items 2.03/2.04 (e.g., Ashford, RLJ, SmartStop), high/medium risk, isolated to hospitality/REITs [IMPLICATION: Leverage vulnerability in high-rate environment]

  • Neutral Sentiment Overwhelm
    β—†

    57/59 neutral (97%), only 2 bearish, no bullish outliers despite earnings volume [IMPLICATION: Low volatility setup, defensives favored]

  • Exhibit-Heavy Disclosures
    β—†

    50+ Item 9.01 with notable sizes (e.g., 43MB Hycroft, 16MB Jackson), undisclosed metrics likely hold PoP trends/forecasts [IMPLICATION: Dig exhibits for hidden alpha]

Watch List(8)

Filing Analyses(59)
SOLAREDGE TECHNOLOGIES, INC.8-Kneutralmateriality 8/10

18-02-2026

SolarEdge Technologies, Inc. filed a Form 8-K on 2026-02-18 reporting results of operations and financial condition under Item 2.02, with financial statements and exhibits attached under Item 9.01. This is a standard earnings-related disclosure. No specific revenue, earnings, guidance, or other quantitative metrics are disclosed in the provided filing information.

  • Β·AccNo: 0001178913-26-000558
  • Β·Filing size: 1 MB
AVIS BUDGET GROUP, INC.8-Kneutralmateriality 7/10

18-02-2026

Avis Budget Group, Inc. filed an 8-K on February 18, 2026, under Item 2.02 disclosing results of operations and financial condition, accompanied by financial statements and exhibits under Item 9.01. No specific revenue, earnings, balance sheet changes, guidance, or period-over-period metrics are disclosed in the provided filing information. This appears to be a standard voluntary earnings announcement filing.

WINMARK CORP8-Kneutralmateriality 7/10

18-02-2026

Winmark Corp filed an 8-K on February 18, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure), and Item 9.01 (Financial Statements and Exhibits). No specific financial metrics, period-over-period comparisons, or quantitative results are disclosed in the provided filing information. This appears to be a multi-item filing announcing financial results without detailed data available.

  • Β·Filing date: 2026-02-18
  • Β·Accession Number: 0000908315-26-000004
  • Β·File size: 437 KB
FRESH DEL MONTE PRODUCE INC8-Kneutralmateriality 7/10

18-02-2026

FRESH DEL MONTE PRODUCE INC filed an 8-K on 2026-02-18 under Items 2.02 (Results of Operations and Financial Condition) and 9.01 (Financial Statements and Exhibits), announcing financial results. No specific revenue, earnings, margins, guidance, period-over-period changes, or other metrics are disclosed in the provided filing details. This is an informational disclosure typical for earnings releases.

Marvell Technology, Inc.8-Kneutralmateriality 4/10

18-02-2026

Marvell Technology, Inc. filed a Form 8-K on February 18, 2026 (AccNo: 0001193125-26-055923), reporting under Item 8.01 (Other Events) and Item 9.01 (Financial Statements and Exhibits). No details on the specific other events, financial statements, or exhibits are disclosed in the provided filing summary. No quantitative metrics, period-over-period changes, positive or negative performance indicators, or other material facts are available.

HORMEL FOODS CORP /DE/8-Kneutralmateriality 7/10

18-02-2026

Hormel Foods Corp /DE/ filed a Form 8-K on February 18, 2026, reporting results of operations and financial condition under Item 2.02, accompanied by financial statements and exhibits under Item 9.01. No specific revenue, earnings, guidance, or other financial metrics are disclosed in the provided filing information. This is a standard disclosure for financial results with no detailed quantitative data available.

J&J SNACK FOODS CORP8-Kneutralmateriality 2/10

18-02-2026

J&J Snack Foods Corp filed an 8-K on February 18, 2026, under Item 5.07 reporting the submission of matters to a vote of security holders. No specific proposals, vote outcomes, or numerical results are disclosed in the filing information provided. This is a routine disclosure of shareholder meeting results with no financial metrics or directional implications mentioned.

Cinemark Holdings, Inc.8-Kneutralmateriality 6/10

18-02-2026

Cinemark Holdings, Inc. filed an 8-K on February 18, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure), and Item 9.01 (Financial Statements and Exhibits). No specific revenue, earnings, guidance, or other quantitative financial metrics are disclosed in the provided filing details. All transaction values, percentages, and operational data are NOT_DISCLOSED.

HF Sinclair Corp8-Kneutralmateriality 4/10

18-02-2026

HF Sinclair Corp filed an 8-K on February 18, 2026, disclosing an officer change under Item 5.02 (Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers), alongside results of operations and financial condition (Item 2.02), Regulation FD disclosure (Item 7.01), and financial statements/exhibits (Item 9.01). No specific details on the officer involved, position, reason for change, or any financial metrics are disclosed in the provided filing information. No positive or negative metrics, comparisons, or impacts are mentioned.

HYCROFT MINING HOLDING CORP8-Kneutralmateriality 5/10

18-02-2026

Hycroft Mining Holding Corp filed a Form 8-K on February 18, 2026 (AccNo: 0001493152-26-007255, Size: 43 MB), reporting under Item 7.01 (Regulation FD Disclosure), Item 8.01 (Other Events), and Item 9.01 (Financial Statements and Exhibits). This is a multi-item filing likely including voluntary disclosures of material information and exhibits such as press releases or presentations. No specific details on events, transactions, financial metrics, or impacts are disclosed in the provided filing summary.

JBT Marel Corp8-Kneutralmateriality 3/10

18-02-2026

JBT Marel Corp filed an 8-K on February 18, 2026, reporting under Item 7.01 Regulation FD Disclosure and Item 9.01 Financial Statements and Exhibits. No specific details on the disclosed information, financial metrics, transactions, or events are provided in the filing summary.

BREAD FINANCIAL HOLDINGS, INC.8-Kneutralmateriality 7/10

18-02-2026

Bread Financial Holdings, Inc. filed an 8-K on 2026-02-18 reporting Item 1.01 Entry into a Material Definitive Agreement and Item 1.02 Termination of a Material Definitive Agreement. No financial details, transaction values, or impacts are disclosed. No quantitative metrics or period-over-period comparisons are provided.

Kraft Heinz Co8-Kneutralmateriality 3/10

18-02-2026

Kraft Heinz Co filed an 8-K on February 18, 2026, under Item 5.02 disclosing a change involving departure of directors or certain officers, election of directors, appointment of certain officers, or compensatory arrangements of certain officers. No specific details on the key position affected, individual names, nature of change (appointment or resignation), reasons, timing, or any quantitative data such as compensation amounts are disclosed in the provided filing information. No positive or negative governance implications, board outcomes, or market impacts can be assessed due to lack of details.

MFA FINANCIAL, INC.8-Kneutralmateriality 6/10

18-02-2026

MFA Financial, Inc. filed a Form 8-K on February 18, 2026, under Item 2.02 disclosing results of operations and financial condition and Item 7.01 for Regulation FD Disclosure. No specific revenue, earnings, balance sheet changes, guidance, or period-over-period comparisons are mentioned in the provided filing information. No quantitative financial metrics or directional performance indicators (positive, negative, or flat) are disclosed.

HA Sustainable Infrastructure Capital, Inc.8-Kneutralmateriality 3/10

18-02-2026

HA Sustainable Infrastructure Capital, Inc. filed an 8-K on February 18, 2026, reporting under Item 7.01 (Regulation FD Disclosure) and Item 8.01 (Other Events). No specific details on the disclosures, events, financial metrics, or impacts are provided in the filing metadata.

Bridgeline Digital, Inc.8-Kneutralmateriality 5/10

18-02-2026

Bridgeline Digital, Inc. filed a Form 8-K on February 18, 2026 (AccNo: 0001437749-26-004457, Size: 366 KB), reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits). This constitutes a multi-item filing for financial results announcement. No specific revenue, earnings, balance sheet metrics, period-over-period changes, guidance, or other quantitative financial data are disclosed in the provided filing information.

WEALTHFRONT CORP8-Kneutralmateriality 8/10

18-02-2026

Wealthfront Corp filed an 8-K on February 18, 2026, reporting under Item 1.01 entry into a material definitive agreement and under Item 9.01 financial statements and exhibits. No details on the agreement's nature, parties, terms, financial impact, or strategic rationale are disclosed in the provided filing summary. No quantitative metrics, period-over-period comparisons, or scheduled events are mentioned.

Kraig Biocraft Laboratories, Inc.8-Kneutralmateriality 1/10

18-02-2026

Kraig Biocraft Laboratories, Inc. filed a Form 8-K on February 18, 2026 (AccNo: 0001493152-26-007295, Size: 193 KB) reporting solely under Item 8.01 Other Events. No core event details, financial metrics, transactions, or quantitative data are disclosed. No positive or negative performance indicators are mentioned.

MUNCY COLUMBIA FINANCIAL Corp8-Kneutralmateriality 5/10

18-02-2026

MUNCY COLUMBIA FINANCIAL Corp filed a Form 8-K on February 18, 2026 (AccNo: 0001174947-26-000185, size: 215 KB), reporting under Item 7.01 (Regulation FD Disclosure), Item 8.01 (Other Events), and Item 9.01 (Financial Statements and Exhibits). This is a multi-item filing likely involving voluntary disclosure of material nonpublic information and other events, with attached exhibits. No specific financial metrics, transaction details, positive or negative changes, or quantitative data are disclosed.

Figma, Inc.8-Kneutralmateriality 7/10

18-02-2026

Figma, Inc. filed a Form 8-K on 2026-02-18 disclosing results of operations and financial condition under Item 2.02, accompanied by financial statements and exhibits under Item 9.01. No specific revenue, earnings, margins, guidance, or other quantitative financial metrics were detailed in the filing summary. This appears to be a standard earnings-related disclosure without disclosed period-over-period comparisons or directional performance indicators.

EBAY INC8-Kneutralmateriality 7/10

18-02-2026

eBay Inc filed an 8-K on February 18, 2026, under Item 2.02 disclosing results of operations and financial condition, and Item 9.01 for financial statements and exhibits. No specific revenue, earnings, guidance, or other financial metrics are disclosed in the provided filing information. This represents a standard earnings-related disclosure with no detailed quantitative data available.

FB Bancorp, Inc. /MD/8-Kneutralmateriality 5/10

18-02-2026

FB Bancorp, Inc. (/MD/) filed a Form 8-K on February 18, 2026 (AccNo: 0001193125-26-057030), reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits). This is a multi-item filing disclosing financial results, but no specific revenue, earnings, balance sheet changes, period-over-period comparisons, guidance, or other quantitative metrics are provided in the filing details.

Farmland Partners Inc.8-Kneutralmateriality 5/10

18-02-2026

Farmland Partners Inc. filed an 8-K on February 18, 2026, reporting under Item 2.02 Results of Operations and Financial Condition and Item 9.01 Financial Statements and Exhibits. No specific revenue, earnings, balance sheet changes, guidance, or period-over-period metrics are disclosed in the provided filing summary. This appears to be a standard earnings-related disclosure with attached exhibits, but quantitative details are NOT_DISCLOSED.

MARTIN MIDSTREAM PARTNERS L.P.8-Kneutralmateriality 5/10

18-02-2026

Martin Midstream Partners L.P. filed an 8-K on February 18, 2026 (AccNo: 0001176334-26-000006), reporting under Item 2.02 Results of Operations and Financial Condition, accompanied by Item 9.01 Financial Statements and Exhibits. No specific financial metrics, period-over-period comparisons, guidance, or other quantitative details are disclosed in the provided filing information. This appears to be a standard earnings-related disclosure without detailed results excerpted.

FORMFACTOR INC8-Kneutralmateriality 3/10

18-02-2026

FormFactor Inc filed an 8-K on 2026-02-18 disclosing an officer change under Item 5.02 (Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers), along with Regulation FD Disclosure under Item 7.01 and Financial Statements and Exhibits under Item 9.01. No specific details on the officer's name, position, appointment or resignation status, reasons, or timing provided. No quantitative financial metrics, performance comparisons, or other material changes mentioned.

FRANKLIN ELECTRIC CO INC8-Kneutralmateriality 4/10

18-02-2026

FRANKLIN ELECTRIC CO INC filed an 8-K on February 18, 2026, under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits), indicating a voluntary release of material non-public information with attached exhibits. No specific financial metrics, transactions, positive or negative changes, or performance data are disclosed in the provided filing details. The filing size of 6 MB suggests substantial exhibits, but content details are NOT_DISCLOSED.

FLYEXCLUSIVE INC.8-Kneutralmateriality 8/10

18-02-2026

flyExclusive Inc. filed an 8-K on February 18, 2026, under Item 1.01 disclosing entry into a material definitive agreement. Item 9.01 provides for financial statements and exhibits. No specific details on the agreement, transaction value, financial impacts, or other metrics are disclosed.

Booking Holdings Inc.8-Kneutralmateriality 7/10

18-02-2026

Booking Holdings Inc. filed a Form 8-K on February 18, 2026, under Items 2.02 (Results of Operations and Financial Condition), 8.01 (Other Events), and 9.01 (Financial Statements and Exhibits). No specific financial metrics, revenue, earnings, guidance, transaction values, or period-over-period comparisons are disclosed in the provided filing information. This appears to be a standard earnings-related disclosure with attached financial statements, but detailed quantitative data is NOT_DISCLOSED.

Jackson Financial Inc.8-Kneutralmateriality 5/10

18-02-2026

Jackson Financial Inc. filed an 8-K on February 18, 2026, under Item 2.02 announcing results of operations and financial condition. No specific financial metrics, period-over-period comparisons, guidance, or other quantitative details are disclosed in the provided filing information. Sector is not specified.

  • Β·Filing Accession Number: 0001822993-26-000017
  • Β·File size: 588 KB
TruGolf Holdings, Inc.8-Kneutralmateriality 4/10

18-02-2026

TruGolf Holdings, Inc. filed a Form 8-K on February 18, 2026, under Item 5.07 reporting the submission of matters to a vote of security holders, typically indicating results from a shareholder meeting such as director elections or compensation approvals. Item 9.01 discloses financial statements and exhibits, likely including vote tabulations or related documents. No specific vote outcomes, quantitative metrics, or financial details are provided in the filing summary.

Texas Pacific Land Corp8-Kneutralmateriality 7/10

18-02-2026

Texas Pacific Land Corp filed an 8-K on 2026-02-18 (AccNo: 0001811074-26-000016, Size: 9 MB) disclosing Items 2.02 (Results of Operations and Financial Condition), 7.01 (Regulation FD Disclosure), and 9.01 (Financial Statements and Exhibits). This multi-item filing pertains to financial results announcement, but no specific revenue, earnings, guidance, or other metrics are mentioned in the provided information. No positive, negative, or flat performance indicators are available.

Jackson Financial Inc.8-Kneutralmateriality 5/10

18-02-2026

Jackson Financial Inc. filed an 8-K on February 18, 2026 (AccNo: 0001104659-26-017071, Size: 16 MB), reporting under Item 7.01 for Regulation FD Disclosure and Item 9.01 for Financial Statements and Exhibits. No specific financial metrics, transactions, or performance details (positive, negative, or flat) are disclosed in the provided filing information.

MARCHEX INC8-Kneutralmateriality 8/10

18-02-2026

Marchex Inc filed an 8-K on February 18, 2026, disclosing under Item 1.01 entry into a material definitive agreement and under Item 5.02 departure of directors or certain officers, election of directors, appointment of certain officers, and compensatory arrangements of certain officers. No specific details on the agreement, transaction terms, personnel involved, financial impacts, or quantitative metrics are disclosed in the provided filing summary. This is a multi-item mandatory filing with no mentioned positive or negative financial metrics.

CNB FINANCIAL CORP/PA8-Kneutralmateriality 3/10

18-02-2026

CNB Financial Corp/PA filed an 8-K on February 18, 2026 (AccNo: 0001193125-26-057078, Size: 190 KB), reporting under Item 8.01 Other Events and Item 9.01 Financial Statements and Exhibits. No specific details regarding the nature of the other events, transaction values, financial metrics, or exhibit contents are disclosed.

Blue Owl Technology Finance Corp.8-Kneutralmateriality 7/10

18-02-2026

Blue Owl Technology Finance Corp. filed an 8-K on February 18, 2026, under Item 2.02 announcing Results of Operations and Financial Condition, with Item 9.01 providing Financial Statements and Exhibits. No specific revenue, earnings, balance sheet changes, guidance, or period-over-period comparisons are disclosed in the provided filing information. This appears to be a standard earnings-related disclosure without detailed metrics available.

MEDALLION FINANCIAL CORP8-Kneutralmateriality 7/10

18-02-2026

Medallion Financial Corp filed an 8-K on February 18, 2026 (AccNo: 0001193125-26-057046), reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits). No specific revenue, earnings, balance sheet changes, period-over-period comparisons, guidance, or other quantitative financial metrics were disclosed in the provided filing information. The filing size is 749 KB, indicating potential attachments, but details are NOT_DISCLOSED.

  • Β·Filing size: 749 KB (suggests exhibits like earnings press release may be attached)
  • Β·Sector: not specified
CITIZENS FINANCIAL SERVICES INC8-Kneutralmateriality 3/10

18-02-2026

CITIZENS FINANCIAL SERVICES INC filed an 8-K on February 18, 2026, specifically under Item 8.01 (Other Events) and Item 9.01 (Financial Statements and Exhibits), with Accession Number 0000739421-26-000013 and file size of 164 KB. No details on the nature of the other events or contents of the exhibits are disclosed. No financial metrics, transactions, or performance data are provided in the filing description.

ASHFORD HOSPITALITY TRUST INC8-Kbearishmateriality 9/10

18-02-2026

Ashford Hospitality Trust Inc filed an 8-K on February 18, 2026, disclosing under Item 2.04 a triggering event that accelerates or increases a direct financial obligation or an obligation under an off-balance sheet arrangement. No specific details on the nature of the event, dollar values, transaction sizes, or financial impacts are provided. This type of disclosure typically signals potential challenges with debt covenants or liquidity, with no offsetting positive metrics mentioned.

California BanCorp \ CA8-Kneutralmateriality 4/10

18-02-2026

California BanCorp (CA) filed an 8-K on 2026-02-18 disclosing officer or director changes under Item 5.02, which covers departures, elections, appointments, and compensatory arrangements of certain officers. Item 9.01 references financial statements and exhibits. No specific names, positions, reasons, financial metrics, or other quantitative details are disclosed.

RAYMOND JAMES FINANCIAL INC8-Kneutralmateriality 3/10

18-02-2026

RAYMOND JAMES FINANCIAL INC filed an 8-K on February 18, 2026, reporting under Item 7.01 Regulation FD Disclosure and Item 9.01 Financial Statements and Exhibits. This multi-item filing involves voluntary dissemination of material nonpublic information with attached exhibits. No financial metrics, transaction details, or performance data are disclosed in the filing metadata.

HERBALIFE LTD.8-Kneutralmateriality 7/10

18-02-2026

Herbalife Ltd. filed an 8-K on February 18, 2026 (AccNo: 0001213900-26-017966), reporting under Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure), and Item 9.01 (Financial Statements and Exhibits). This is a multi-item filing announcing financial results, but no specific revenue, earnings, guidance, or other quantitative metrics are disclosed in the provided filing information. No positive or negative performance indicators, period-over-period changes, or segment details are mentioned.

Fortitude Gold Corp8-Kneutralmateriality 4/10

18-02-2026

Fortitude Gold Corp filed an 8-K on February 18, 2026, reporting under Item 3.02 Unregistered Sales of Equity Securities. No quantitative details such as transaction value, share count, or terms were disclosed. This is a single-item mandatory disclosure with no additional financial or operational metrics provided.

CHEESECAKE FACTORY INC8-Kneutralmateriality 8/10

18-02-2026

Cheesecake Factory Inc filed an 8-K on February 18, 2026 (AccNo: 0001104659-26-017090), reporting under Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure), Item 8.01 (Other Events), and Item 9.01 (Financial Statements and Exhibits). This is a multi-item filing announcing financial results, but no specific revenue, earnings, margins, or period-over-period metrics are disclosed in the provided filing information. No positive, negative, or flat performance indicators are available.

GRIFFON CORP8-Kneutralmateriality 2/10

18-02-2026

Griffon Corp filed an 8-K on February 18, 2026, reporting Item 5.07: Submission of Matters to a Vote of Security Holders. No specific details on the shareholder meeting, proposals voted on, vote outcomes, turnout, or any numerical data are disclosed in the provided filing information. This is an informational disclosure with no financial metrics, changes, or directional implications mentioned.

RF Acquisition Corp III8-Kneutralmateriality 8/10

18-02-2026

RF Acquisition Corp III filed an 8-K on 2026-02-18 disclosing entry into a material definitive agreement under Item 1.01, likely related to a merger or acquisition. The filing also covers unregistered sales of equity securities (Item 3.02), departures or elections of directors/officers and compensatory arrangements (Item 5.02), amendments to articles of incorporation or bylaws (Item 5.03), other events (Item 8.01), and financial statements/exhibits (Item 9.01). No specific deal terms, financial metrics, positives, negatives, or performance comparisons are disclosed.

CF Industries Holdings, Inc.8-Kneutralmateriality 6/10

18-02-2026

CF Industries Holdings, Inc. filed an 8-K on February 18, 2026 (AccNo: 0001324404-26-000003), reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits). This is a voluntary disclosure of financial results with attached exhibits. No specific revenue, earnings, guidance, or other quantitative metrics are disclosed in the provided filing information.

CF Industries Holdings, Inc.8-Kneutralmateriality 5/10

18-02-2026

CF Industries Holdings, Inc. filed an 8-K on February 18, 2026, under Item 2.02 for Results of Operations and Financial Condition and Item 9.01 for Financial Statements and Exhibits. No specific revenue, earnings, guidance, or other financial metrics are disclosed in the provided filing information. This appears to be a standard earnings-related disclosure with no detailed quantitative data available.

MVB FINANCIAL CORP8-Kneutralmateriality 4/10

18-02-2026

MVB Financial Corp filed an 8-K on February 18, 2026, disclosing an officer change under Item 5.02 (Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers), alongside Regulation FD Disclosure under Item 7.01 and Financial Statements and Exhibits under Item 9.01. No specific details on the key position affected, whether it is an appointment or resignation, reasons for the change, or any financial metrics are disclosed. The filing appears routine with no quantified positive or negative impacts mentioned.

RLJ Lodging Trust8-Kneutralmateriality 8/10

18-02-2026

RLJ Lodging Trust filed an 8-K on February 18, 2026, under Item 1.01 disclosing entry into a material definitive agreement and Item 2.03 announcing the creation of a direct financial obligation or off-balance sheet arrangement. Item 8.01 reports other events, while Item 9.01 lists financial statements and exhibits. No specific transaction details, financial metrics, or impacts were disclosed.

AMERICAN FINANCIAL GROUP INC8-Kneutralmateriality 3/10

18-02-2026

AMERICAN FINANCIAL GROUP INC filed an 8-K on 2026-02-18 under Item 5.02 disclosing a departure of directors or certain officers, election of directors, appointment of certain officers, or compensatory arrangements of certain officers. Item 9.01 references financial statements and exhibits. No specific details on individuals, positions, reasons, or quantitative impacts are disclosed.

Chain Bridge I8-Kbearishmateriality 10/10

18-02-2026

Chain Bridge I filed a Form 8-K on February 18, 2026 (AccNo: 0001213900-26-018000), reporting under Item 3.01 a notice of delisting or failure to satisfy a continued listing rule or standard, or transfer of listing. This event indicates potential removal from US exchange listing with no additional financial metrics, impacts, or reasons disclosed. Sector not specified.

Core Scientific, Inc./tx8-Kneutralmateriality 8/10

18-02-2026

Core Scientific, Inc. filed a Form 8-K on February 18, 2026, reporting under Item 1.01 entry into a material definitive agreement and under Item 5.02 departure of directors or certain officers, election of directors, appointment of certain officers, and compensatory arrangements of certain officers, with Item 9.01 providing financial statements and exhibits. No quantitative metrics, transaction details, personnel names, dollar values, or performance comparisons (positive, negative, or flat) are disclosed. This is a multi-item filing focused on material events without specified financial impacts.

BROADWAY FINANCIAL CORP DE8-Kneutralmateriality 3/10

18-02-2026

BROADWAY FINANCIAL CORP DE filed an 8-K on February 18, 2026, under Item 7.01 Regulation FD Disclosure. This is a voluntary disclosure to comply with Regulation Fair Disclosure requirements. No quantitative financial metrics, transactions, events, or performance comparisons are explicitly stated in the filing details provided.

NEWMARKET CORP8-Kneutralmateriality 3/10

18-02-2026

NewMarket Corp filed an 8-K on 2026-02-18 under Item 5.02 disclosing departure of directors or certain officers, election of directors, appointment of certain officers, and compensatory arrangements of certain officers. No specific details on affected positions, names, reasons for change, timing, or any quantitative data are disclosed. No positive or negative metrics, financial impacts, or governance implications are provided in the filing summary.

ALTISOURCE PORTFOLIO SOLUTIONS S.A.8-Kneutralmateriality 5/10

18-02-2026

ALTISOURCE PORTFOLIO SOLUTIONS S.A. filed an 8-K on 2026-02-18 disclosing an officer change under Item 5.02 (Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers), along with Regulation FD Disclosure (Item 7.01) and Other Events (Item 8.01). Specific details including the key position affected, whether it is an appointment or resignation, the officer's name, reason for change, and timing are NOT_DISCLOSED. No quantitative financial metrics, performance comparisons, or other numerical data are mentioned.

SmartStop Self Storage REIT, Inc.8-Kneutralmateriality 8/10

18-02-2026

SmartStop Self Storage REIT, Inc. filed a Form 8-K on 2026-02-18 reporting entry into a material definitive agreement under Item 1.01 and creation of a direct financial obligation or off-balance sheet arrangement under Item 2.03. The filing also includes Regulation FD disclosure under Item 7.01 and financial statements and exhibits under Item 9.01. No quantitative details such as transaction value, financial impacts, or specific terms are disclosed.

SAFE & GREEN HOLDINGS CORP.8-Kneutralmateriality 8/10

18-02-2026

SAFE & GREEN HOLDINGS CORP. filed a Form 8-K on February 18, 2026, reporting under Item 1.01 entry into a material definitive agreement and under Item 5.02 departure of directors or certain officers, election of directors, appointment of certain officers, and compensatory arrangements of certain officers. Item 9.01 includes financial statements and exhibits. No specific transaction details, financial metrics, personnel names, dollar values, or performance comparisons (positive, negative, or flat) are disclosed in the provided filing summary.

JFB Construction Holdings8-Kneutralmateriality 8/10

18-02-2026

JFB Construction Holdings filed a multi-item Form 8-K on February 18, 2026, reporting entry into a material definitive agreement under Item 1.01, departure of directors or certain officers, election of directors, appointment of certain officers, and compensatory arrangements under Item 5.02, other events under Item 8.01, and financial statements and exhibits under Item 9.01. No specific details, transaction values, financial impacts, personnel names, or quantitative metrics are disclosed in the provided filing summary. This mandatory disclosure signals potentially significant developments but lacks substance for directional assessment.

RESEARCH FRONTIERS INC8-Kneutralmateriality 7/10

18-02-2026

RESEARCH FRONTIERS INC filed an 8-K on February 18, 2026, reporting under Item 1.01 entry into a material definitive agreement. Item 9.01 discloses financial statements and exhibits. No specific details on the agreement, transaction value, financial impacts, or performance metrics are provided.

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