S&P 500 Consumer Discretionary Sector SEC Filings — March 10, 2026

10-03-2026

York Space Systems Inc. (YSS) entered into a Merger Agreement on March 6, 2026, to acquire all issued and outstanding equity interests of Orbion Space Technology, Inc. in exchange for cash and 2,812,141 shares of YSS common stock. The shares, subject to transfer restrictions, were issued under a Section 4(a)(2) exemption from Securities Act registration requirements.

• ·Merger involves Orbion sellers’ representative.
• ·Filing signed March 9, 2026; reported under Item 3.02 Unregistered Sales of Equity Securities.

10-03-2026

Synchrony Financial furnished Monthly Charge-Off and Delinquency Statistics as of and for each of the thirteen months ended February 28, 2026, under Item 7.01 Regulation FD Disclosure via Exhibit 99.1. The company intends to continue providing these statistics monthly, with quarterly-end data released alongside financial results announcements. No specific metrics from the statistics are detailed in the filing body.

• ·Statistics cover thirteen months ended February 28, 2026
• ·Filing intends monthly releases going forward, aligned with quarterly results for period-end months
• ·Information in Item 7.01 and Exhibit 99.1 is furnished, not filed, under Regulation FD

10-03-2026

TWFG, Inc. reported total revenues of $248.5M for 2025, up 22% YoY from $203.8M, driven by strong growth in commission income (+20.6%), contingent income (+50%), and TWFG MGA segment (+50.5%). Net income rose 44% to $41.2M, with adjusted net income up to $50.9M (margin 20.5% vs 16.2%), and adjusted diluted EPS of $0.90 (from $0.59); however, organic revenue growth slowed to 11.6% (revised methodology) from 15.2% prior year, reflecting moderated underlying expansion.

• ·Interest expense declined sharply to $287K from $2.2M YoY.
• ·Adjusted EBITDA increased to $66.8M (margin 26.9%) from $45.3M (22.3%).
• ·Diluted EPS $0.53 (from $0.19); legacy organic growth 11.4% vs 14.5% prior.

10-03-2026

UNFI's Q2 FY26 net sales declined 2.6% YoY to $7.9B, driven by a 12.1% drop in conventional sales and 8.2% in retail due to network optimization actions, though natural sales grew 6.7%. Profitability strengthened significantly with Adjusted EBITDA up 23.4% to $179M, Adjusted EPS rising to $0.62 from $0.22, and free cash flow increasing 25.9% to $243M. The company updated FY26 outlook, lowering net sales to $31.0-$31.4B but raising Adjusted EBITDA to $680-$710M, net income to $50-$75M, and free cash flow to ~$330M.

• ·Net leverage ratio declined to 2.7x as of Jan 31, 2026, with expectation of ~2.3x by FY26 end.
• ·Operating expenses declined nearly 6% to $972M (12.2% of sales vs. 12.6% prior year).
• ·Gross profit rate improved to 13.2% from 13.1%.
• ·Interest expense decreased to $32M from $38M.
• ·Target addressable market of $90B.
• ·FY26 outlook for capital expenditures ~$250M.

10-03-2026

Willis Lease Finance Corporation (WLFC) reported record 2025 full-year results with total revenue of $730.2M, up 28.3% YoY from $569.2M, driven by lease rent revenue of $291.6M (+22.4% YoY) and spare parts/equipment sales of $95.5M (+252.3% YoY), alongside pre-tax income of $160.6M (+5.2% YoY). However, growth moderated in maintenance reserve revenue to +8.4% YoY at $232.0M, and Q4 showed declines including maintenance reserve revenue down 12.3% YoY, gain on sale of leased equipment down 50.7% YoY, and income from operations down 52.0% YoY. Adjusted EBITDA increased 16.6% to $459.1M, while average portfolio utilization rose to 84.9% from 82.9%.

• ·Book value of lease assets $3,614.5M as of Dec 31, 2025.
• ·Debt obligations increased to $2,700.3M from $2,264.6M YoY.
• ·Write-down of equipment $32.9M in 2025, up 193.4% YoY.
• ·Interest expense $132.1M in 2025, up 26.1% YoY.
• ·Gain on sale of business $43.0M in 2025.
• ·Conference call scheduled for March 10, 2026 at 10:00 a.m. EST.

10-03-2026

Bank of Marin Bancorp (Nasdaq: BMRC), parent of Bank of Marin, announced that President and CEO Tim Myers and EVP and CFO David Bonaccorso will participate in the Stephens Virtual West Coast Bank Trip on March 11, 2026. A copy of the presentation will be available on the company's website under Investor Relations on March 10, 2026, furnished as Exhibit 99.1.

• ·Presentation available at http://www.bankofmarin.com under “Investor Relations/News & Market Data/Presentations”

10-03-2026

First United Corp (FUNC) reported net interest income growth of 14% YoY to $68.1M (GAAP) or $68.3M (FTE) in 2025 from $60.0M (FTE) in 2024, driven by higher loan volumes and yields, with average loans up 5% to $1.50B and net interest margin expanding 0.3% to 3.67% (FTE). Total assets grew 4% to $2.02B, while other operating income rose 4% to $20.2M. However, other service charges declined 5%, debit card and brokerage income were flat at -0.2%, and investment securities comprised a smaller 7% of interest income versus 8% prior year.

• ·Interest income increased $8.8M due to $4.5M volume and $4.3M rate impact (FTE).
• ·Interest expense rose $0.7M primarily from deposit volume growth offsetting lower rates.
• ·Non-interest-bearing deposits declined to $447.6M from $468.1M.
• ·Shareholders’ equity grew to $193.0M from $169.2M.

10-03-2026

Westrock Coffee reported full year 2025 net sales of $1.2B, up 39.8% YoY, with strong segment growth in Beverage Solutions (+37.8% sales, +27.7% Adj EBITDA) and SS&T (+46.6% sales). However, gross profit declined 2.0% to $150.8M, net loss widened to $90.4M from $80.3M, and Q4 gross profit grew modestly 2.3% while Beverage Solutions Adj EBITDA increased only 5.4%. The company updated 2026 Consolidated Adjusted EBITDA outlook to $90M-$100M, implying 29%-44% growth over 2025.

• ·FY2025 Consolidated Adjusted EBITDA included $15.3M of Conway Facility scale-up costs vs. $12.8M prior year.
• ·Q4 2025 Consolidated Adjusted EBITDA included $1.4M of Conway Facility scale-up costs vs. $7.6M prior year.
• ·Beverage Solutions secured net leverage ratio of 3.85x as of Dec 31, 2025.
• ·Company in compliance with Credit Agreement financial covenants.
• ·2025 actual Consolidated Adjusted EBITDA of $69.7M exceeded prior outlook high of $65M.

10-03-2026

Xponential Fitness, Inc. announced the separation of Chief Financial Officer John Meloun effective March 9, 2026, and the appointment of Robert Julian as interim CFO effective March 16, 2026, amid a search for a permanent replacement. The company reaffirmed its fiscal year 2026 financial guidance originally provided on February 26, 2026. CEO Mike Nuzzo expressed confidence in Julian's extensive experience while thanking Meloun for his eight years of contributions.

• ·Robert Julian brings more than 30 years of financial leadership experience.
• ·Company operates franchise agreements in 49 U.S. states, Puerto Rico, and 28 additional countries.

10-03-2026

Lifevantage Corporation (LFVN) filed a Form S-3 shelf registration statement on March 10, 2026, to offer and sell up to $75M in aggregate of common stock, preferred stock, debt securities, warrants, or units from time to time on terms to be determined. As of March 4, 2026, the company had 12,804,772 shares of common stock outstanding at a last reported sale price of $4.91 per share, with the aggregate market value of non-affiliate shares at $65.6M based on data as of February 26, 2026. No securities were sold under General Instruction I.B.6 of Form S-3 in the prior 12 months, and proceeds would be used for general corporate purposes including working capital and potential acquisitions, though none are currently planned.

• ·Authorized capital stock: 40M shares of common stock ($0.0001 par value) and 5M shares of preferred stock ($0.0001 par value).
• ·Common stock listed on Nasdaq Capital Market under symbol 'LFVN'.
• ·Shelf limited to no more than one-third of non-affiliate market value ($75M threshold) in any 12-month period until aggregate non-affiliate market value reaches or exceeds $75M.

10-03-2026

On March 10, 2026, the underwriters of GalaxyEdge Acquisition Corp.'s IPO fully exercised their over-allotment option, purchasing 1,500,000 additional units at $10.00 per unit for additional gross proceeds of $15 million. This increased total IPO units to 11,500,000 and aggregate gross proceeds to $115 million. A press release announcing the exercise is attached as Exhibit 99.1.

• ·Registrant is an emerging growth company.
• ·Principal executive offices: 1185 Avenue of the Americas, Suite 349, New York, NY 10036.

10-03-2026

Ashford Hospitality Trust, Inc. completed the sale of its 333-room St. Petersburg Hilton Bayfront hotel on March 5, 2026, for $95.3M in cash net of selling expenses, with proceeds used to pay down approximately $94.7M on a mortgage loan secured by 12 hotels. Pro forma balance sheet as of September 30, 2025, reflects reduced total assets to $2.99B from $3.01B and indebtedness to $2.52B from $2.61B, improving the equity deficit to $453M from $533M. Pro forma 2024 operations show revenue declining 2% to $1.15B but net loss to common stockholders improving 94% to $5.3M from $82.5M due to a preliminary gain; however, nine-month 2025 pro forma net loss to common stockholders slightly worsens to $137.6M from $136.7M.

• ·Mortgage loan partially repaid is secured by 12 hotels including the sold property.
• ·Pro forma gain on disposition of $79.6M for 2024 is preliminary and may differ from actual.
• ·No tax effects reflected in pro forma operations.

10-03-2026

IF Bancorp, Inc. entered into a Contingent Payment Agreement with ServBanc Holdco, Inc. on March 9, 2026, allowing Iroquois Federal Savings and Loan Association to renew a $13.995M loan participation for up to 180 days after establishing a $7M specific reserve, with ServBanc funding a $5.005M contingent payment potentially distributable to IF Bancorp shareholders if the loan is sufficiently repaid. The merger, agreed on October 29, 2025, is expected to close on March 12, 2026, with cash consideration of $26.40 per share plus up to $1.51 per share from the contingent fund net of expenses; however, there is no guarantee of any contingent payment, as undistributed funds revert to ServBanc.

• ·Merger Agreement dated October 29, 2025
• ·Renewal Period: 120 days with possible additional 60-day extension
• ·Contingent Payment Fund reflects tax-effected impact of the $7M reserve on tangible common equity
• ·Keefe Bruyette and Woods, Inc. as financial advisor

10-03-2026

Infinity Natural Resources reported strong Q4 2025 results with total net daily production surging 93% YoY to 271.6 MMcfe/d and Adjusted EBITDAX growing 104% to $94.0M, alongside full-year 2025 production growth of 46% to 211.8 MMcfe/d and net income of $64.0M. However, realized oil prices declined YoY to $51.22/Bbl in Q4 (from $62.73) and $56.48/Bbl full year (from $67.86), while full-year G&A expenses per Boe rose sharply to $11.91 due to a $126.1M IPO-related charge. The company completed the transformational Antero Acquisition, a $350M equity investment, and issued 2026 guidance for 70% production growth to 345-375 MMcfe/d on $450-500M capex.

• ·Borrowing base increased from $375M to $875M on Feb 23, 2026.
• ·Total proved reserves: 1.3 Tcfe (225 MMBoe), 45% proved developed, 16% oil.
• ·Q4 operating costs per Boe declined to $15.07 from $19.07 YoY.
• ·FY G&A per Boe: $11.91 vs $1.48 prior year due to $126.1M IPO share-based comp.
• ·2026 guidance: 31 gross wells to sales (8 PA Marcellus, 10 OH Utica rich gas, 13 OH Utica oil).

10-03-2026

Prudential Financial's Board of Directors appointed CEO Andrew Sullivan as Chairman effective March 10, 2026, succeeding Charles Lowrey, who resigned as Executive Chairman and director but will remain as a senior advisor through the end of Q2 2026 before retiring after 25 years of service. Lowrey previously served as CEO from 2018 to 2025 and Chairman from 2019 to 2025. The company reported approximately $1.6 trillion in assets under management as of December 31, 2025.

• ·Lowrey served as Executive Chairman beginning in 2025, Chief Executive Officer from 2018 to 2025, and Chairman from 2019 to 2025.
• ·Prudential has operations in the United States, Asia, Europe, and Latin America.

10-03-2026

Consumer Portfolio Services, Inc. (CPSS) reported full-year 2025 revenues of $434.5 million, up 10.4% YoY from $393.5 million, driven by interest income rising 16% to $422.7 million, with net income increasing slightly to $19.3 million or $0.80 per diluted share from $19.2 million or $0.79. However, Q4 revenues grew modestly 3.9% to $109.4 million, pretax income declined to $7.2 million from $7.4 million, and new contract purchases fell 2.6% YoY to $1.638 billion amid higher operating expenses. Delinquencies improved marginally to 14.77% from 14.85%, but net charge-offs rose slightly to 7.76% of average portfolio from 7.62%.

• ·Conference call scheduled for March 11, 2026 at 1:00 p.m. ET.
• ·Total portfolio balance $3.779B as of Dec 31, 2025, up from $3.491B YoY and $3.760B at Sep 30, 2025.
• ·Recovery rates 28.8% FY2025 vs 30.1% FY2024.

10-03-2026

First Guaranty Bancshares, Inc. announced via press release that its wholly-owned subsidiary, First Guaranty Bank, entered into an agreement with Armstrong Bank to sell its Texas operations, including five branches and related deposits, loans, and certain other assets. The transaction was reported on March 10, 2026, under Regulation FD Disclosure. No financial terms or impacts were disclosed in the filing.

10-03-2026

Enbridge Inc reported strong 2025 performance including record adjusted EBITDA of $19.95B (up 7% YoY from 2024, in upper half of guidance) and DCF per share of $5.71 (midpoint of guidance), alongside placing $5B of secured growth capital into service and sanctioning $14B in new projects boosting backlog to $39B. The company increased its quarterly dividend by 3% to $0.97 per share ($3.88 annualized), marking the 31st consecutive annual raise, while maintaining debt-to-EBITDA within 4.5x-5.0x target and strong safety metrics above target. Executive compensation emphasized pay-for-performance with 91% at-risk for CEO and average 83% for other NEOs, resulting in PSU payouts such as $14.4M for CEO Gregory L. Ebel at 1.34x multiplier.

• ·Business unit scorecard payouts: Gas Distribution & Storage 127%, Power 136%, Central Functions 126%.
• ·Enterprise adjusted EBITDA target range $19,400M–$20,000M.
• ·Debt-to-EBITDA within target range of 4.5x to 5.0x.
• ·Credit ratings: A (low) by DBRS, BBB+ by S&P and Fitch, Baa2 by Moody’s.
• ·PSU performance conditions: DCF per share growth (45%), TSR vs peers (45%), GHG emissions intensity reduction (10%).

10-03-2026

Ultralife Corporation reported Q4 2025 revenue of $48.5M, up 10.6% YoY from $43.9M, driven by 15.1% growth in Battery & Energy Products to $45.9M, while Communications Systems sales declined 35.2% to $2.6M. Gross profit rose to $12.1M (24.9% margin) from $10.6M (24.2%), but operating loss was $10.6M versus $1.5M profit, primarily due to a $12.2M intangible asset impairment from rebranding and $1.2M one-time costs; GAAP EPS was ($0.45) versus $0.01. Adjusted EBITDA improved to $5.7M from $3.9M, and backlog grew 22% QoQ to $110.2M.

• ·Full year (nine-month period) net loss attributable to Ultralife of $5.9M vs $6.3M profit in prior year.
• ·Other intangible assets net decreased to $10.9M from $24.6M due to impairment.
• ·Long-term debt net $45.5M at Dec 31, 2025 vs $51.5M at Dec 31, 2024.
• ·Electrochem acquisition closed October 31, 2024.

10-03-2026

For the year ended December 31, 2025, CoinShares Bitcoin ETF (BRRR) reported a net loss of $49.7M versus net income of $307M in 2024, driven by a $185M unrealized loss on Bitcoin investments that offset higher realized gains of $137M (up 203% YoY). Net assets fell 39% to $505.4M from $826.1M, with shares outstanding declining 35% to 20.4M and NAV per share dropping slightly to $24.74 from $26.43; total return was -6.39% compared to +103% prior year. Expenses rose 45% YoY to $1.62M amid no sponsor fee waivers.

• ·Sponsor fees payable declined to $109K from $190K YoY.
• ·Bitcoin purchases dropped sharply to $112.6M from $632M YoY.
• ·Q4 2025 net loss of $157.6M with unrealized loss of $168.6M, contrasting Q3 2025 profit of $43.3M.
• ·Weighted average shares declined to 22.6M from 26.5M YoY.

10-03-2026

Coffee Holding Co., Inc. and Organic Products Trading Company LLC entered into the Twelfth Loan Modification Agreement with Webster Bank on March 4, 2026, amending the maturity date of the Revolving Credit Facility under the original April 25, 2017 Loan Agreement to December 28, 2026. This extension represents the twelfth modification, with no other financial terms or changes detailed. The agreement reaffirms all existing representations, warranties, and obligations without noting any defaults.

• ·Original Amended and Restated Loan and Security Agreement dated April 25, 2017
• ·Borrower/Guarantor resolutions certified as unchanged from June 22, 2022
• ·Governing law: New York
• ·SEC 8-K filed March 10, 2026 covering Items 1.01, 2.03, 9.01

10-03-2026

SolarEdge Technologies, Inc. announced that CFO Asaf Alperovitz will depart on June 9, 2026, to pursue a CFO role at another public company outside the industry, with the Board initiating a search for a replacement; he will remain through the transition period. The departure is unrelated to any financial, accounting, or operational disagreements. The company re-affirmed its Q1 financial guidance from February 18, 2026, and expressed optimism for profitable growth and a transformational 2026.

• ·Departure notification not related to any financial or accounting issue or disagreement over operations, policies, or practices.
• ·Annual Report on Form 10-K for year ended December 31, 2025, filed February 25, 2026.
• ·Q1 financial guidance originally provided February 18, 2026.

10-03-2026

Fidelity National Information Services, Inc. (FIS) completed the closing of its USD-denominated senior notes offering on March 10, 2026, issuing $2B of 4.450% notes due 2028, $2.3B of 4.550% notes due 2029, $500M of floating rate notes due 2029, and $2B of 4.800% notes due 2031, for a total of $6.8B. Simultaneously, FIS closed its Euro-denominated senior notes offering, issuing €500M of floating rate notes due 2028 and €500M of 3.450% notes due 2030, for a total of €1B. The offerings were conducted under previously filed underwriting agreements and indentures with trustees Regions Bank and U.S. Bank Trust Company.

• ·Underwriting agreements dated March 4, 2026 (USD Notes) and March 5, 2026 (Euro Notes).
• ·Indentures dated March 10, 2026, with Regions Bank (USD Notes portions) and U.S. Bank (other portions).
• ·Offered pursuant to S-3 Registration Statement (File No. 333-288198) filed June 20, 2025, amended February 26, 2026.
• ·Legal opinions provided by Willkie Farr & Gallagher LLP and Troutman Pepper Locke LLP.

10-03-2026

LifeMD, Inc. reported telehealth revenue growth of 25% YoY to $194.1M for the year ended December 31, 2025, with gross profit increasing 25% to $166.3M, though gross margin slightly declined to 85.7% from 86.2%. Operating loss narrowed to $7.7M from $20.4M amid higher marketing spend (+23% to $86.1M), but G&A expenses remained flat at $57.9M, cash from operations fell to $8.3M from $17.5M, and the company disclosed ongoing material weaknesses in internal controls. Net income of $15.6M was driven by $25.9M from discontinued operations, swinging from a prior year net loss, with working capital improving to $10.3M from a $15.0M deficit.

• ·Four material weaknesses identified in internal controls, including revenue recording as agent, segregation of duties, IPE controls, and IT general controls; none resulted in misstatements except immaterial revenue-related ones requiring restatements.
• ·Remediation efforts underway, including system reporting modifications, reconciliation processes, user access training, and segregation of duties enhancements.
• ·Auditors: PricewaterhouseCoopers LLP (PCAOB ID 238) and Marcum LLP (PCAOB ID 688).

10-03-2026

Interparfums Inc (IPAR) reported total net sales of $1,488.5M for the year ended December 31, 2025, up 2% YoY from $1,452.3M in 2024, with European-based sales growing 7% to $1,016.3M while US-based sales declined 6% to $482.4M. Gross margin percentage dipped slightly in Europe to 66.1% from 67.0% but improved marginally in the US to 58.3% from 57.9%; however, SG&A expenses as a percentage of net sales rose in both regions to 46.7% in Europe (from 46.3%) and 42.0% in the US (from 40.5%). The company highlighted risks of impairment charges on intangible assets like trademarks and licenses amid pandemic concerns.

• ·License expirations: Moncler and Graff expire Dec 31, 2026; several others through 2049 with optional renewals tied to sales targets.
• ·Fair value sensitivity: +10% WACC decreases value by $37.5M; -10% WACC increases by $48.8M; +/-10% future sales impacts value by +/-$31.5M.
• ·Risk: Potential significant impairment charges on trademarks, licenses, and intangibles due to pandemic effects.

10-03-2026

ProCap Financial, Inc. (BRRWW) filed a DEFA14A additional proxy statement on March 10, 2026, including standard forward-looking statements disclaimers cautioning against undue reliance and noting no duty to update unless required by law. The filing provides media contact Erica Chase and investor relations email. No financial metrics, performance data, or period comparisons are disclosed.

10-03-2026

Marsh announced Nick Studer as the new President and CEO of Marsh Risk effective April 1, 2026, succeeding Martin South, who transitions to Chief Client Officer in an enterprise-wide role; both will report to John Doyle, President and CEO of Marsh, and remain on the Executive Committee. The changes aim to accelerate growth, enhance client value, and leverage AI and technologies. Marsh, with annual revenue over $27B and more than 95,000 colleagues across 130 countries, expects to announce new CEOs for Oliver Wyman and Marsh Management Consulting by April 1.

• ·Nick Studer joined Oliver Wyman in 1997 and became its CEO in 2021.
• ·Martin South rejoined Marsh in 2007, previously served as CEO of Marsh Risk since 2022, and held roles at Zurich Financial Services.

10-03-2026

FutureTech II Acquisition Corp. entered into a financial advisory engagement letter with D. Boral Capital, LLC on March 4, 2026, granting it a 36-month right of first refusal for future equity/debt offerings and M&A advisory post-closing of its De-SPAC business combination with Longevity Biomedical, Inc. The company also executed a corrected promissory note for $1.475M as part of settling the $3.45M deferred IPO underwriting commission, payable contingent on the business combination closing, alongside $0.5M cash and 147,500 shares valued at $10/share. These agreements support the ongoing merger process announced via Form S-4 on February 14, 2025, with no financial performance impacts disclosed.

• ·Engagement letter provides irrevocable right of first refusal for 36 months post-closing.
• ·Corrected promissory note obligation is contingent upon business combination closing.
• ·Original Discharge Agreement and promissory note disclosed in 8-K on February 11, 2025.
• ·IPO underwriting agreement dated February 15, 2022.

10-03-2026

bioAffinity Technologies, Inc. announced on March 10, 2026, the initiation of its planned large-scale, longitudinal clinical study for CyPath® Lung, its noninvasive diagnostic test for the detection of early-stage lung cancer. The press release is furnished as Exhibit 99.1. No financial results, period-over-period comparisons, or negative developments are disclosed.

• ·Company trades as BIAF (Common Stock, par value $0.007 per share) and BIAFW (Warrants) on Nasdaq Capital Market.
• ·Emerging growth company status confirmed.

10-03-2026

Southern First Bancshares, Inc. modified its $15M loan (originated December 28, 2023) with TIB, National Association, effective March 5, 2026, extending the maturity date to March 5, 2027 and establishing quarterly interest payments starting March 5, 2026. Key covenant changes include deletion of the Bank's Return on Average Assets requirement and a new minimum Debt Service Coverage Ratio of 1.25x measured annually; a 0.25% Non-Usage Fee (up to $37,500, net of interest paid) applies at maturity. The pledge of 100% common stock of Southern First Bank as collateral remains in full force.

• ·Loan Agreement amendments delete Section 7.(a)(7) entirely
• ·Borrower reaffirms no existing defaults under Loan Documents post-modification

10-03-2026

On March 6, 2026, XCF Global, Inc. (SAFX) shareholders at a Special Meeting approved Proposal 1 by a wide margin (159,944,874 FOR vs. 2,337,496 AGAINST) to authorize issuance of 19.99% or more of outstanding Common Stock in a private placement per the January 26, 2026 Term Sheet, paving the way for a business combination with DevvStream Corp., Southern Energy Renewables, Inc., and EEME Energy SPV I LLC. Proposal 2 to adjourn the meeting if needed was also approved (160,028,035 FOR) but deemed moot. The press release highlights forward-looking targets of over $1.0B annualized revenues, $100M EBITDA, $400M in bonds, and $3.0B enterprise value, amid noted risks like execution delays and Nasdaq compliance.

• ·69.77% shareholder quorum at Special Meeting (162,336,821 of 232,673,544 shares)
• ·Definitive proxy statement filed February 10, 2026
• ·Term Sheet dated January 26, 2026
• ·Press release furnished as Exhibit 99.1

10-03-2026

Coca-Cola Europacific Partners plc (CCEP) disclosed purchases of 551,430 ordinary shares under its share repurchase program from March 3 to March 9, 2026, across US trading venues, London Stock Exchange, and CBOE Europe venues. Daily purchase volumes ranged from 70,000 to 188,780 shares, with volume-weighted average prices (VWAP) in USD declining from $105.43 on March 3 to $100.17-$100.48 in subsequent days. No purchases occurred on CBOE BXE or Aquis except for 4,836 shares on CXE on March 4.

• ·Highest price USD 106.7200 and lowest USD 104.3000 per share on March 3 US venues
• ·Highest GBP 80.2000 and lowest GBP 78.4000 per share on March 3 London Stock Exchange
• ·No purchases on CBOE BXE or Aquis across all dates except zero volumes noted
• ·Filing date: March 10, 2026

10-03-2026

River Financial Corp reported net income of $42.1M for the year ended December 31, 2025, up 34.4% YoY from $31.3M, fueled by net interest income growth of 28.9% to $121.7M and an improved net interest margin of 3.53% versus 3.01%. Total assets expanded 5.7% to $3.79B, with loans up 9.1% to $2.71B and deposits rising 8.5% to $3.33B. However, noninterest income fell 32.2% to $10.5M due to $10.1M in net losses on securities sales, noninterest expenses increased 11.7% to $70.3M, and asset quality metrics worsened with non-performing assets ratio at 0.35% versus 0.24% prior year.

• ·Basic EPS increased to $5.43 from $4.09 (+32.8% YoY)
• ·Efficiency ratio improved to 53.20% from 57.30%
• ·Common equity tier 1 capital ratio rose to 12.58% from 11.90%
• ·Net charge-offs to average loans at 0.13% (up from 0.11%)
• ·Dividends per share $0.54 (up from $0.50), payout ratio 9.95% (down from 12.24%)

10-03-2026

Cardiff Lexington Corp reported revenue growth of 39.5% YoY to $11.5M for the year ended December 31, 2025, with gross profit margins improving to 62.5% from 53.6% and income from continuing operations turning positive at $1.1M versus a $0.2M loss. However, net loss widened to $5.5M from $3.3M driven by $6.8M interest expense (up from $3.0M), cash used in operations increased slightly to $2.9M, and ending cash fell to $0.3M from $1.2M amid liquidity constraints and 11 facilities operating at only 35% capacity.

• ·Issued 100,000 warrants on Oct 31, 2025 at $3.00 exercise price to service provider.
• ·Issued 16,667 common shares on Nov 3, 2025 to service provider.
• ·Converted 10,075,092 series I preferred shares into 6,716,728 common shares on Nov 19, 2025.
• ·Issued preferred stock shares as dividend payment on Nov 25, 2025.

10-03-2026

Finance of America reported robust full-year 2025 results from continuing operations, including $110 million net income (+175% YoY), $74 million adjusted net income (+429% YoY), and funded volume of $2.4 billion (+24% YoY). However, Q4 performance weakened with a $21 million net loss, total revenues down 9% QoQ to $74 million, and adjusted net income declining 58% QoQ to $14 million. The company announced an agreement to acquire PHH Mortgage's reverse mortgage servicing portfolio, a $2.5 billion strategic partnership, and a $50 million equity investment from Blue Owl funds, while repurchasing Blackstone's equity interest.

• ·Paid off higher cost working capital facilities in August 2025.
• ·Completed repurchase of Blackstone’s equity interest ($80 million) as of February 2026.
• ·Total equity increased 25% YoY to $396 million.
• ·Securitized loans held for investment increased 4% to $29,162 million.

10-03-2026

Medallion Financial Corp's total assets grew 5% YoY to $2.86B as of December 31, 2025, driven by higher average interest-earning assets of $2.67B (up 6% YoY) and net interest income of $217M (up 7% YoY), with Recreation loans expanding 5% to $1.62B at a 13.37% yield (up from 13.30%). However, Home Improvement gross loans declined 2% YoY to $810M, net income across segments reflected pressure from elevated provisions ($74M, up 9% YoY) and charge-offs ($97M), leading to ROAA declining to 2.05% from 2.29% and ROE to 12.0% from 15.11%. Total debt outstanding stood at $2.40B, while NIM gross remained nearly flat at 8.06%.

• ·Average interest rate on brokered CDs: 3.87%; Privately placed notes: 8.12% maturing 2/26-8/39
• ·SBA debentures $85M at 3.98% maturing 3/25-3/34
• ·Trust preferred securities $33M at 6.12% maturing 9/37
• ·Recreation charge-offs $75M (2025); Home Improvement charge-offs $17M
• ·Commercial gains on equity investments $25M (2025, up from $7M)

10-03-2026

On March 5, 2026, Kris Shah resigned from the Board of Directors of Profound Medical Corp., effective immediately, with no disagreements with the company noted. Frank Baylis was immediately appointed to fill the vacancy, serving until the 2026 annual meeting of stockholders or until his successor is elected. Baylis will receive standard non-employee director compensation, including a pro-rated $50,000 annual retainer and an annual equity award.

• ·No arrangements or understandings between Frank Baylis and any other person for his appointment
• ·No family relationships between Frank Baylis and any director or executive officer
• ·No material interest transactions for Baylis under Item 404(a) of Regulation S-K
• ·Baylis entered into the company's standard form of indemnification agreement
• ·Company's common shares trade as PROF on The Nasdaq Stock Market

10-03-2026

On March 4, 2026, Donald K. Boswell, a director of Financial Institutions, Inc. and its subsidiary Five Star Bank, notified the Board of his decision not to stand for re-election at the 2026 Annual Meeting of Shareholders, with retirement effective immediately following the meeting after nine years of service. The decision reflects his intent to pursue outside interests and did not arise from any disagreement with the Company, its Board, management, or operations, policies, or practices.