S&P 500 Consumer Discretionary Sector SEC Filings — April 27, 2026

27-04-2026

Kforce Inc. reported Q1 2026 revenue of $330.4 million, up a slight 0.1% YoY—the first YoY growth in several years—with EPS of $0.46 exceeding guidance and up 2.2% YoY; gross profit margins improved 60 basis points YoY to 27.3%, driven by Flex margins up 90 bps to 25.9%. However, Technology Flex revenue grew only 0.2% YoY (flat), total Direct Hire revenue declined 17.7% YoY to $6.1 million, SG&A expenses rose 40 basis points as a percentage of revenue to 23.2%, and sequential revenue dipped 0.4% from Q4 2025. Q2 2026 guidance projects revenue of $344-$352 million (mid-single-digit YoY growth) and EPS of $0.67-$0.75.

• ·Q2 2026 guidance: Gross profit margins 27.7%-27.9%, Flex GP margins 26.4%-26.6%, SG&A 22.1%-22.3% of revenue, operating margin 5.0%-5.4%, effective tax rate 31.0%, WASO 16.9 million.
• ·Returned $11.7 million in share repurchases and $6.8 million in dividends in Q1 2026.
• ·Q1 2026 Free Cash Flow $(7.4) million; net cash used by operating activities $(4.1) million.
• ·Long-term debt increased to $91.5 million from $66.4 million at year-end 2025.
• ·Board approved Q2 dividend of $0.40 per share, record date June 12, 2026, payable June 26, 2026.
• ·63 billing days in Q1 2026, same as Q1 2025.

27-04-2026

As of March 31, 2026, Golub Capital Private Credit Fund's portfolio fair value stood at $9,928 million across 458 companies, with net asset value of $4,549 million and NAV per share declining 4.0% quarter-over-quarter to $24.14 from $25.15 due to unrealized losses from widened credit spreads, despite solid credit performance (97.7% in top IPR categories). The Fund declared regular April 2026 distributions of $0.1875 per share (net $0.1875 for Class I, $0.1704 for Class S) and boosted liquidity by amending its SMBC Credit Facility, increasing commitments by $525 million to $3,127.5 million at lower borrowing costs. Debt-to-equity leverage remained stable at 1.25x, with $1.85 billion in available liquidity.

• ·Debt-to-equity leverage ratio of 1.25x and GAAP debt-to-equity ratio, net, of 1.23x as of March 31, 2026.
• ·Top industries: Software (20%), Healthcare Technology (7%), Hotels/Restaurants/Leisure (7%).
• ·IPR 3 investments at 2.2% and IPR 1/2 at 0.1% of portfolio fair value.
• ·Distributions payable to shareholders of record April 30, 2026, paid on or around May 28, 2026.
• ·SMBC Credit Facility amendment also extended revolving period and maturity to 4 and 5 years, reduced margin to 1.75%.

27-04-2026

FirstSun Capital Bancorp reported Q1 2026 net income of $21.6 million ($0.76 per diluted share), down from $23.6 million ($0.83) YoY and $24.8 million ($0.88) QoQ, primarily due to $2.7 million in merger-related expenses and higher credit costs with provisions at $8.3 million (up $2.1 million QoQ) and net charge-offs at $10.6 million (0.63% annualized, up from 0.30% QoQ). Positively, loans grew 16.2% annualized to $6.9 billion, net interest margin expanded 7 bps to 4.25%, and noninterest income rose to $27.2 million (24.7% of total revenue). Deposits were stable at $7.1 billion with a loan-to-deposit ratio of 97.9%, while the merger with First Foundation Inc. closed on April 1, 2026, post-quarter end.

• ·Nonperforming assets to total assets: 0.82% at March 31, 2026 (down from 0.85% at Dec 31, 2025)
• ·Book value per share: $42.08 at March 31, 2026 (up $0.72 QoQ)
• ·Tangible book value per share: $38.57 at March 31, 2026 (up $0.74 QoQ)
• ·Effective tax rate: 18.1% Q1 2026 (down from 22.4% QoQ)
• ·Noninterest-bearing deposits: 22.6% of total deposits at March 31, 2026
• ·Total uninsured and uncollateralized deposits: 28.6% of total deposits at March 31, 2026

27-04-2026

Solaris Energy Infrastructure reported first quarter 2026 revenue of $196 million, approximately 9% higher sequentially per announcement (though tables indicate +55% from Q4 2025's $126 million) and up from $180 million in Q1 2025, with Adjusted EBITDA of $84 million up 22% sequentially driven by strong Solaris Power Solutions performance (average 910 MW activity +17% seq, revenue ~$129 million up 24%, Segment Adjusted EBITDA $72 million +34% seq). However, Solaris Logistics Solutions revenue of $68 million declined 11% sequentially despite 104 fully utilized systems (+12% seq) and Segment Adjusted EBITDA of $23 million up 2% seq. The company raised Q2 2026 Adjusted EBITDA guidance to $83-93 million, signed a third long-term contract for over 600 MW, expanded term loan to $500 million, and approved a $0.12 per share dividend.

• ·Q2 2026 Adjusted EBITDA guidance increased to $83-93 million from prior $76-84 million; Q3 guidance established at $80-95 million.
• ·Deployments for new 600 MW contract expected late 2026 scaling through 2028.
• ·Conference call scheduled April 28, 2026 at 7:30 a.m. CT.
• ·Net income attributable to Class A common shareholders $20.7 million ($0.32 diluted EPS).
• ·Q1 2026 capex $343 million primarily in Power Solutions.

27-04-2026

Lightbridge Corporation reported a Q1 2026 net loss of $6.3 million, widening from $4.8 million YoY due to sharply higher R&D expenses ($3.3 million, up 101% YoY) and G&A expenses ($4.3 million, up 24% YoY) from increased staffing, stock-based compensation, and IT investments. Cash and equivalents rose to $215.7 million at March 31, 2026 from $201.9 million at December 31, 2025, supported by $18.6 million in financing activities, while working capital increased to $215.8 million. The company advanced Lightbridge Fuel™ with patent allowances in Canada, US, and Europe, a new engineering contract with Stern Laboratories, and selection for a $6 million DOE-funded initiative at Penn State.

• ·Patent allowances received for Lightbridge Fuel™ from Canada, United States, and European Patent Office, covering CANDU fleet, U.S. light water reactors, and 39 European states.
• ·Entered engineering contract with Stern Laboratories for thermal-hydraulics testing to support U.S. regulatory licensing.
• ·Team grown to over two dozen in-house engineers across core disciplines.
• ·Conference call scheduled for April 28, 2026 at 4:00 p.m. ET.

27-04-2026

Information Services Group, Inc. held its 2026 Annual Meeting of Stockholders on April 24, 2026, with 41,107,501 shares represented, achieving an 86.22% quorum out of 47,674,341 outstanding shares. Stockholders elected Samuel L. Molinaro Jr. (34,300,833 votes for, 580,993 withheld) and Gerald S. Hobbs (34,216,824 votes for, 665,002 withheld) as directors, ratified PricewaterhouseCoopers LLP as independent auditors for the fiscal year ending December 31, 2026 (40,696,051 for, 354,826 against), and approved executive compensation on a non-binding advisory basis (34,336,931 for, 456,580 against). All proposals passed with strong majorities and no significant opposition.

• ·Broker non-votes: 6,225,675 for Proposals 1 and 3; none for Proposal 2.
• ·Proposal 2 abstentions: 56,624.
• ·Proposal 3 abstentions: 88,315.

27-04-2026

Tesla, Inc. filed a Form S-8 registration statement on April 24, 2026, to register 303,960,630 shares of its common stock ($0.001 par value) issuable to Elon Musk under the 2018 CEO Performance Award granted on January 21, 2018, following an Implementation Agreement entered on April 21, 2026. The filing incorporates Tesla's 10-K for the fiscal year ended December 31, 2025, filed January 29, 2026, and includes standard provisions on director/officer indemnification. No financial performance metrics, period-over-period comparisons, or monetary amounts are disclosed.

• ·Tesla classified as large accelerated filer.
• ·Award granted January 21, 2018.
• ·Registration covers additional shares from stock dividends, splits, etc., per Rule 416(a).

27-04-2026

HBT Financial reported Q1 2026 GAAP net income of $11.2 million ($0.34 per diluted share), down from $18.9 million ($0.60/share) in Q4 2025 and $19.1 million ($0.60/share) in Q1 2025, primarily due to $15.7 million in nonrecurring acquisition-related expenses from the CNB merger completed March 1, 2026. Adjusted net income improved to $22.6 million ($0.68/share), up from $20.1 million in Q4 2025 and $19.3 million in Q1 2025, supported by net interest income growth of 11.6% QoQ to $56.4 million and NIM expansion of 8 bps to 4.20%; however, noninterest expense surged 58.6% QoQ to $52.4 million and tangible book value per share declined 1.1% QoQ to $17.01. The merger added $1.8 billion assets, $1.3 billion loans, and $1.5 billion deposits, but organic loans decreased $65.6 million QoQ and nonperforming assets rose to 0.21% of total assets.

• ·Negative provision for credit losses of $0.2 million in Q1 2026.
• ·Net charge-offs flat at $0.8 million QoQ.
• ·Allowance for credit losses 1.29% of loans and 457% of nonperforming loans at Mar 31 2026.
• ·$85.0 million subordinated notes issued as Tier 2 capital.
• ·$14.4 million remaining under stock repurchase program as of Mar 31 2026.

27-04-2026

Financial Plan, Inc. filed its 13F-HR report on April 27, 2026, disclosing 94 equity holdings as of March 31, 2026, with a total market value of $932938470. The portfolio features heavy allocations to ETFs such as American Century ETF TR US EQT ETF ($154980210) and Dimensional ETF Trust US Core Equity 2 ($137437794), alongside positions in stocks like Apple Inc. ($5704514) and Microsoft Corp. ($4512192). No prior period data is provided for comparisons.

• ·Filing CIK: 0002107584
• ·State of Incorporation: WA
• ·Business Address: 11 Bellwether Way, Suite 301, Bellingham WA 98225
• ·Phone: 360-714-1234
• ·SEC File Number: 028-25994

27-04-2026

ProFund Advisors LLC filed its 13F-HR on April 27, 2026, disclosing equity holdings as of March 31, 2026, across 1092 positions with sole voting power. The portfolio is dominated by large-cap technology stocks, with top holdings including Apple Inc. (458,970 shares valued at $116.48B), Broadcom Inc. (356,492 shares at $110.34B), Amazon.com Inc. (365,941 shares at $76.21B), Alphabet Inc. Class A (180,629 shares at $51.94B), and Alphabet Inc. Class C (162,795 shares at $46.70B). No prior period comparisons are available in this filing.

• ·Filing effective date: April 27, 2026
• ·Report period end: March 31, 2026
• ·All reported holdings have sole voting power (SH SOLE)

27-04-2026

Brown Financial Advisory filed its 13F-HR report for the quarter ended March 31, 2026, disclosing 49 equity holdings with a total market value of $201644295, all held with sole voting and dispositive power. The portfolio is diversified across individual stocks such as Apple Inc (1258040 value), Microsoft Corp (1210985 value), and Amazon.com Inc (526507 value), and various ETFs from providers like SPDR, Vanguard, and iShares. No changes or performance metrics were reported in this static holdings disclosure.

• ·Filing signed by Joshua Wyatt Lancaster on April 24, 2026
• ·Business address: 54 S. Greeno Road, Fairhope, AL 36532
• ·All holdings reported with sole voting power (SH SOLE) and no put/call options

27-04-2026

Client First Capital LLC filed its 13F-HR report disclosing total holdings valued at $230524048 across 28 positions as of March 31, 2026. The portfolio primarily consists of ETFs such as iShares and SPDR products, with top positions including iShares TR TRUST ISHARE 0-1 Year (31516572 value) and iShares TR CORE S&P500 ETF (31185026 value). Holdings also include individual stocks like Apple Inc (430682 value) and smaller call option positions on SPDR Gold TR and SPY.

• ·All reported holdings are designated as SOLE voting authority
• ·Portfolio includes minor call option positions on SPDR Gold TR (2000 SH Call, value 860580) and State Str SPDR S&P 500 ETF (3500 SH Call, value 2276190)
• ·No other voting authority types (SHARED, NONE) reported
• ·Filed by Amar Shah on 04-24-2026, effective 04-27-2026

27-04-2026

FMC Corporation issued a proxy statement supplement on April 27, 2026, for its Annual Meeting on April 28, 2026, announcing the death of Director Dirk A. Kempthorne, who served on the Board since 2009 and was a nominee for re-election. Mr. Kempthorne is no longer a nominee, votes for him will be disregarded, but all other nominees and proposals remain unchanged. Existing proxy cards or voting instructions remain valid without need for further action unless shareholders wish to change their votes.

• ·Annual Meeting scheduled for April 28, 2026, at 2:00 p.m. EDT.
• ·Original Proxy Statement filed with SEC on March 13, 2026.

27-04-2026

Fortrea Holdings Inc. (FTRE) filed definitive additional proxy materials (DEFA14A) for its 2026 Annual Meeting scheduled virtually on June 9, 2026, at 8:00 A.M. ET. Key voting items include the election of three director nominees (Anshul Thakral, Peter M. Neupert, William J. Sharbaugh), ratification of Deloitte & Touche LLP as independent auditors for the fiscal year ending December 31, 2026, and advisory approval of named executive officer compensation, with the Board recommending 'For' on all. Shareholders must vote by June 8, 2026, 11:59 PM ET, and can request paper copies of materials by May 26, 2026.

• ·Meeting held virtually at www.virtualshareholdermeeting.com/FTRE2026
• ·Proxy materials available at www.ProxyVote.com; control numbers provided (e.g., V85211-P49297)
• ·Company address: 8 Moore Drive, Durham, North Carolina 27713
• ·Filing date: April 27, 2026

27-04-2026

Lakeland Financial Corporation filed an 8-K on April 27, 2026, under Items 7.01 and 9.01, disclosing a 2026 Q1 Investor Presentation (Exhibit 99.1) for use by executive officers in meetings with investors and analysts. The presentation and Item 7.01 are not deemed 'filed' under the Securities Exchange Act of 1934 or incorporated into other filings. Signed by Lisa M. O’Neill, EVP and CFO.

27-04-2026

Fulcrum Therapeutics reported positive Phase 1b PIONEER trial data for pociredir showing robust HbF induction, hemolysis/anemia improvements, and VOC reduction trends, with plans to initiate a potential registration-enabling trial in H2 2026 and cash of $333.3M supporting runway into 2029. However, Q1 2026 net loss widened 7% YoY to $18.9M, driven by R&D expenses up 5% to $14.1M and G&A up 16% to $8.1M, while cash decreased $19.0M QoQ to $333.3M. The company appointed Josh Lehrer to its Board and announced CFO Alan Musso's retirement later in 2026.

• ·Dosed first patient in open-label long-term dosing trial for pociredir.
• ·PIONEER trial abstract accepted for oral presentation at Foundation for Sickle Cell Disease Research Symposium in June 2026.
• ·Working capital of $328.8M as of March 31, 2026, down from $344.4M as of December 31, 2025.
• ·Pociredir granted Fast Track and Orphan Drug Designation from FDA for SCD.

27-04-2026

Suja Life, Inc. filed an S-1/A registration statement amendment on April 27, 2026, disclosing risks related to becoming a public company, including potential material weaknesses in internal controls, significant compliance costs under Sarbanes-Oxley Section 404, and strains on management resources. As an emerging growth company, the firm plans to utilize JOBS Act exemptions, such as delayed auditor attestation on internal controls and reduced executive compensation disclosures, potentially lasting until 2031 unless annual gross revenues exceed $1.235 billion or more than $1.0 billion in non-convertible debt is issued. These factors could lead to less attractive stock, volatile pricing, higher expenses, and diversion of management focus from business growth.

• ·Emerging growth company status eligible for up to five years after first sale of Class A common stock, with fifth anniversary in 2031.
• ·Exemptions include no auditor attestation under Section 404 until later of year after first annual report or no longer EGC.
• ·Subject to ongoing quarterly disclosures of changes in internal controls and procedures.

27-04-2026

Flushing Financial Corporation announced on April 27, 2026, that it has received all necessary regulatory approvals for its merger with OceanFirst Financial Corp., including Federal Reserve approval on April 24, 2026, New York State Department of Financial Services approval on March 23, 2026, and Office of the Comptroller of the Currency approval on April 6, 2026. No further regulatory approvals are required, and the transaction is anticipated to close no later than June 1, 2026, subject to satisfaction or waiver of remaining closing conditions under the Merger Agreement dated December 29, 2025. A joint press release is attached as Exhibit 99.1.

• ·Merger involves combination of Flushing and OceanFirst as well as their bank subsidiaries
• ·Filing incorporates joint press release as Exhibit 99.1

27-04-2026

OceanFirst Financial Corp. announced receipt of all required regulatory approvals for its merger with Flushing Financial Corporation, including Federal Reserve approval on April 24, 2026, paving the way for completion no later than June 1, 2026. No further approvals are needed, subject to remaining closing conditions. The company also scheduled its 2026 Annual Meeting of Stockholders virtually for May 27, 2026.

• ·New York State Department of Financial Services approval: March 23, 2026
• ·Office of the Comptroller of the Currency approval: April 6, 2026
• ·Annual Meeting record date: April 2, 2026
• ·Annual Meeting time: 8:00 a.m. Eastern Time, virtual webcast at oceanfirst.com - Investor Relations

27-04-2026

Trademark Financial Management, LLC filed its 13F-HR report on April 27, 2026, for the quarter ended March 31, 2026, disclosing 102 equity positions with a total market value of $204,142,961, all held with sole voting and investment discretion. Largest holdings include iShares Core S&P 500 ETF at $23,664,081, Putnam ETF Trust Focused Large Cap at $11,333,896, J.P. Morgan Core Plus Bond ETF at $10,792,791, and Dimensional ETF Trust International Value at $10,453,697. No short positions, puts, or calls were reported.

• ·Individual stock holdings include Amazon.com Inc ($868,486, 4,170 shares), Apple Inc ($619,701, 2,442 shares), Microsoft Corp ($1,793,650, 4,845 shares), Nvidia Corp ($551,453, 3,162 shares), and Costco Wholesale Corp ($775,627, 778 shares).
• ·All positions reported as SH SOLE with zero put or call options.

27-04-2026

FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND filed its quarterly 13F-HR on April 27, 2026, disclosing 538 equity holdings as of March 31, 2026, with a total portfolio market value of $18343152577. Top positions include Apple Inc. ($1038165556, 4090648 shares), Amazon.com Inc. ($513067938, 2463475 shares), Alphabet Inc. CAP STK CL C ($410109973, 1429652 shares), and Alphabet Inc. CAP STK CL A ($474184714, 1648994 shares), all held solely with no other managers, puts, or calls reported.

• ·All reported holdings are designated as 'SOLE' with zero shares for other managers, put options, and call options.
• ·Portfolio includes positions across diverse sectors including technology (e.g., Broadcom Inc $353151838), financials (e.g., Bank of America Corp $85855088), and consumer (e.g., Costco Wholesale Corp $181874382).

27-04-2026

BioMarin Pharmaceutical Inc. completed its acquisition of Amicus Therapeutics for $14.50 per share in an all-cash transaction valued at approximately $4.8 billion, adding Galafold (migalastat) for Fabry disease, Pombiliti (cipaglucosidase alfa-atga) + Opfolda (miglustat) for Pompe disease, and U.S. rights to DMX-200 (Phase 3 for FSGS) to its portfolio. The deal strengthens BioMarin's rare disease focus with global commercial infrastructure. BioMarin expects to provide updated FY 2026 guidance on its Q1 earnings call on May 4, 2026; forward-looking statements highlight integration and regulatory risks.

• ·Galafold approved in more than 40 countries including U.S., EU, U.K., and Japan.
• ·BioMarin founded in 1997, based in San Rafael, California.

27-04-2026

COCA-COLA EUROPACIFIC PARTNERS plc (CCEP) disclosed purchases of a total 1,291,910 ordinary shares between April 20-24, 2026, as part of its share buyback program. Transactions occurred on US Trading Venues (1,290,670 shares) and London Stock Exchange (1,240 shares), with volume weighted average prices ranging from USD 96.4203 to USD 97.9672 and GBP 72.8219. No period-over-period comparisons or performance metrics were provided.

• ·VWAP: USD 97.9672 (20 Apr US), GBP 72.8219 (20 Apr LSE), USD 96.4203 (21 Apr US), USD 96.5019 (22 Apr US), USD 96.9748 (23 Apr US), USD 97.9083 (24 Apr US)
• ·Trading venues: Primarily US Trading Venues; one transaction on London Stock Exchange

27-04-2026

Financial Planning Fort Collins, LLC filed its 13F-HR report on April 27, 2026, disclosing 33 equity holdings as of March 31, 2026, primarily consisting of individual stocks and ETFs with sole ownership. Key positions include SPDR funds, NVIDIA Corporation (combined market value over $29M across shares and puts), Vanguard index funds, and iShares ETFs. No period-over-period changes or performance metrics are provided in the filing.

• ·All positions reported as SOLE ownership with zero shared, other, or performance rights.
• ·Portfolio address: 375 Horsetooth Rd, Bldg 3 Ste 203, Fort Collins, CO 80525-3197.
• ·Contact: Rita Rhodes, phone 815-900-2202, Rockford, IL.

27-04-2026

Benchmark Financial Wealth Advisors, LLC filed its 13F-HR report disclosing $361,104,529 in equity holdings across 133 positions as of March 31, 2026. The portfolio features heavy ETF exposure including Schwab Strategic TR Intl Eqty ETF at $26,507,039, Vanguard Index Fds Total Stk Mkt at $25,675,624, and DoubleLine ETF Trust Opportunistic Co at $23,917,289, alongside notable individual stocks like NVIDIA Corporation at $11,541,108. No period-over-period changes are detailed in this snapshot filing.

• ·Filing date: April 27, 2026
• ·Report period end: March 31, 2026
• ·Business address: 2351 NW Boca Raton Blvd, Suite 100, Boca Raton, FL 33431
• ·All holdings reported as sole investment discretion

27-04-2026

Freshpet, Inc. (FRPT) filed a DEFA14A, Definitive Additional Proxy Materials, on April 27, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing was made by the registrant with no fee required. No financial metrics, performance data, or substantive proxy details are provided in the filing header.

27-04-2026

Schaeffer Financial LLC disclosed $118,809,627 in total equity holdings across 25 positions in its 13F-HR filing as of March 31, 2026, filed on April 27, 2026. The portfolio is dominated by ETFs including iShares 1-5 Year Investment Grade Corporate Bond ETF ($34,130,973), Schwab U.S. Broad Market ETF ($22,649,659), and SPDR S&P 500 ETF ($19,020,262), with no reported changes or voting authority beyond sole discretion. Individual stock holdings remain modest, such as Exxon Mobil Corp ($1,081,757) and Microsoft Corp ($867,840).

• ·Filing covers period ending 03-31-2026 with no voting authority or performance data reported
• ·SEC file number: 028-21634; CIK: 0001898838
• ·Additional holdings include Caterpillar Inc ($324,039), Home Depot Inc ($242,063), JPMorgan Chase & Co ($234,740)

27-04-2026

TSFG, LLC filed its 13F-HR on April 27, 2026, reporting holdings as of March 31, 2026, with a total portfolio value of $659175 thousand across 866 positions. Top holdings include AbbVie Inc. (value $27785 thousand, 127752 shares), Apple Inc. (value $14546 thousand, 57315 shares), Abbott Laboratories (value $11631 thousand, 113287 shares), Fidelity Total Market Index Fund (value $8837 thousand, 193718 shares), and Amazon.com (value $8491 thousand, 40771 shares). The portfolio is diversified across healthcare, technology, mutual funds, and other sectors with no reported changes or performance metrics.

• ·Filer address: 1052 N Western Ave, Lake Forest, IL 60045
• ·Period end date: March 31, 2026
• ·Filing date: April 27, 2026
• ·SEC file number: 028-19689

27-04-2026

PFG Investments, LLC, a New York-based investment manager, filed its quarterly 13F-HR on April 27, 2026, reporting holdings as of March 31, 2026, with a total portfolio value of $2,146,499,337 across 1,191 positions, all held with sole discretionary authority. Top holdings include Apple Inc. ($133,891,754, 527,569 shares), Tesla Inc. ($50,943,209, 137,036 shares), and Meta Platforms Inc. ($24,585,312, 42,972 shares). No period-over-period changes are disclosed in this snapshot filing.

• ·All 1,191 positions held with sole shared investment discretion (SH SOLE).
• ·Filer address: 125 Froehlich Farm Blvd, Woodbury, NY 11797.
• ·Fiscal year end: August 31.

27-04-2026

Consolidated Portfolio Review Corp filed its 13F-HR report on April 27, 2026, disclosing $1,095,649,184 in total portfolio value across 34 holdings as of March 31, 2026. The portfolio is heavily concentrated in the Vanguard Total Stock Market ETF at $922,908,769, with significant exposure to Bitcoin ETFs including iShares Bitcoin Trust ($82,302,748) and Fidelity Wise Origin Bitcoin ($49,252,684). Other positions include broad market ETFs, tech stocks like Alphabet and Amazon, and smaller stakes in names like Berkshire Hathaway Class A.

• ·All holdings reported with sole voting and disposition power (SH SOLE).
• ·Smallest notable position: Berkshire Hathaway Class A (5 shares, $3,590,700).
• ·Atlas Energy Solutions Inc: 627,945 shares, $8,238,638.

27-04-2026

CWS Financial Advisors, LLC filed its 13F-HR report for the period ended March 31, 2026, disclosing a diversified portfolio of 157 securities with a total value of $390,266,581,000. Top holdings include Stryker Corporation at $79,905,217,000 (243,176 shares), Dimensional ETF Trust US Equity Market ETF at $31,422,753,000 (443,136 shares), Vanguard Index FDS S&P 500 ETF at $24,786,590,000 (41,480 shares), Apple Inc at $15,366,973,000 (60,550 shares), and iShares TR Core S&P SCP ETF at $18,129,556,000 (145,841 shares). The portfolio emphasizes ETFs from Vanguard, Dimensional, and iShares alongside blue-chip stocks like Microsoft ($6,738,364,000; 18,203 shares) and Amazon ($1,420,193,000; 6,819 shares), with all positions held under sole discretion.

• ·All holdings reported with sole investment and voting authority (0 shared, 0 none)
• ·No put/call positions
• ·Portfolio period end date: March 31, 2026
• ·Filing signed April 17, 2026 in Kalamazoo, MI

27-04-2026

Focus Universal Inc. (FCUV) filed an 8-K on April 27, 2026, reporting entry into a material definitive agreement (Item 1.01), completion of an acquisition or disposition of assets (Item 2.01), creation of a direct financial obligation (Item 2.03), and financial statements/exhibits (Item 9.01). Exhibit 99.1 provides Los Angeles County Assessors' 2026 assessment values for certain parcels, indicating involvement of real property in the transaction. No specific financial performance metrics, positive or negative changes, were disclosed in the provided content.

• ·Filing items: 1.01, 2.01, 2.03, 9.01
• ·Subcategory: Material Agreement Entry
• ·Exhibit: EX-99.1 (focus_ex9901.htm) detailing 2026 assessment values of parcels

27-04-2026

On April 27, 2026 (the Closing Date), WF Card Issuance Trust issued its Class A(2026-1) Notes. The Transferor Interest was $2,652,782,740.04, representing approximately 40.81% of the aggregate adjusted outstanding investor ABS interests as of the Closing Date, measured in accordance with U.S. risk retention rules. Exhibit 4.1.1, the Class A(2026-1) Terms Document dated April 27, 2026, is filed with this report.

• ·Commission File Number of Issuing Entity: 333-279409-01
• ·Central Index Key Number of Issuing Entity: 0001833494
• ·Central Index Key Number of Depositor: 0001833590
• ·Central Index Key Number of Sponsor: 0000740906

27-04-2026

Geremia Financial Services, LLC filed its 13F-HR on April 27, 2026, for the quarter ended March 31, 2026, disclosing $122,776,941 in total 13F securities across 10 positions, all held with sole voting authority. The largest holding is NVIDIA with 231,287 shares valued at $40,336,453, followed by Goldman Sachs Group Inc at $12,798,137 (15,128 shares) and Apple Inc at $10,047,546 (39,590 shares). No additions or deletions were reported during the period.

• ·All positions reported with sole voting authority and no reported additions or deletions.
• ·Firm address: 1090 King Georges Post Road, Suite 801, Edison, NJ 08837.
• ·Central Index Key: 0002104898.

27-04-2026

Carter Financial Group, INC. filed its 13F-HR report disclosing total equity holdings valued at $161665299 across 126 positions as of March 31, 2026, with sole discretionary voting power over all reported shares. Top holdings include Berkshire Hathaway Inc Class B (19987259 market value), Apple Inc (6474607), and NVIDIA Corp (4940108). The portfolio is diversified across individual stocks and ETFs, with no shared voting authority reported.

• ·Filing submitted on April 27, 2026, for period ending March 31, 2026
• ·All holdings reported as SH SOLE with zero other voting powers

27-04-2026

River's Edge Wealth Management, LLC filed its 13F-HR report disclosing 46 equity positions with a total market value of $106,542,245,000 as of March 31, 2026. Largest holdings include Schwab Strategic Tr US Mid-Cap ETF ($12,788,324,000), Vanguard Index Fds S&P 500 ETF ($11,943,661,000), iShares Tr MSCI USA Qlt Fct ($10,357,478,000), and Vanguard Specialized Funds Div App ETF ($10,143,177,000). All positions are held solely with no shared voting or investment power.

• ·Report filed on April 27, 2026 for period ending March 31, 2026
• ·All holdings reported with sole voting power and sole investment discretion (columns for shared power: 0)
• ·Central Index Key: 0002109861; SEC File Number: 028-26518

27-04-2026

Cincinnati Financial reported Q1 2026 net income of $274 million ($1.75 per share), swinging from a $90 million loss ($0.57 per share) in Q1 2025, with non-GAAP operating income of $330 million ($2.10 per share) versus a $37 million loss last year; earned premiums rose 11% to $2,604 million and property casualty combined ratio improved 17.7 points to 95.6% due to lower catastrophe losses. Total revenues increased 12% to $2,863 million, supported by 14% higher investment income at $318 million. However, property casualty new business written premiums fell 11% to $339 million, commercial lines combined ratio worsened 6.7 points to 98.6%, personal lines agency new business dropped 40%, and book value per share declined $0.75 to $101.60.

• ·Parent company equity portfolio holds more than $8 billion in appreciated value before taxes at March 31, 2026.
• ·3.2 percentage-point benefit from favorable prior accident year reserve development of $81 million in property casualty Q1 2026.
• ·Pretax investment income increased 14% or $38 million, with 12% bond interest growth and 13% stock dividends growth.
• ·108 new agency appointments in Q1 2026, including 19 marketing only personal lines products.

27-04-2026

Kyntra Bio, Inc. has filed definitive additional proxy materials (DEFA14A) for its 2026 Annual Meeting of Stockholders on June 12, 2026, at 8:00 AM PT virtually. Key proposals include electing Michael Kauffman, M.D., Ph.D. as a Class III director (term until 2029), advisory approval of named executive officer compensation, and ratification of PricewaterhouseCoopers LLP as independent auditors for the year ending December 31, 2026. Proxy materials are available online at www.ProxyVote.com or by request before May 29, 2026; voting deadline is June 11, 2026, 11:59 PM ET.

• ·Annual Meeting: June 12, 2026, 8:00 AM Pacific Time, virtually at www.virtualshareholdermeeting.com/KYNB2026
• ·Vote by: June 11, 2026, 11:59 PM ET via www.ProxyVote.com
• ·Request proxy materials by: May 29, 2026 via www.ProxyVote.com, 1-800-579-1639, or sendmaterial@proxyvote.com

27-04-2026

Columbia Financial, Inc. entered into new two-year employment agreements effective April 1, 2026, with five senior executives—Dennis E. Gibney, Allyson Schlesinger, John Klimowich, Oliver E. Lewis, Jr., and Manesh Prabhu—replacing prior agreements and including annual base salaries for 2026 ranging from $430,000 to $700,000, eligibility for incentive plans, equity awards, and fringe benefits. The agreements feature automatic annual extensions unless notice is given 60 days prior, post-employment restrictive covenants, and severance provisions including 2x (base salary + target bonus) for termination without cause, escalating to 3x upon a change in control. No performance declines or negative metrics are reported in this governance-focused filing.

• ·Agreements entered into on April 21-22, 2026; initial term two years with auto-extension by 12 months each April 1 starting 2027 unless 60-day notice.
• ·Severance for termination without cause: 2x (base salary + target bonus); for disability/death: 1x (base salary + target bonus).
• ·Change in control severance within 24 months: 3x (base salary + target bonus) plus prior year bonus and 36 months health coverage subsidy.
• ·Restrictive covenants: 24-month non-solicitation/non-competition, perpetual confidentiality, mutual non-disparagement.

27-04-2026

For Q1 2026, Martin Midstream Partners L.P. reported total revenues of $187,674 declining 2.5% YoY from $192,543, primarily due to an 11.1% drop in specialty products sales to $61,606 while terminalling and storage grew 4.1% to $22,437 and sulfur services rose 3.6% to $4,374. Operating income fell sharply 44.3% to $8,019 from $14,402, leading to a widened net loss of $6,760 versus $1,033 in Q1 2025 amid flat transportation revenues at approximately $52,807. Total assets increased to $537,129 from $522,418 at year-end 2025, but partners' capital deficit deepened to $(92,709) from $(85,795).

• ·Cash remained flat at $49 thousand as of March 31, 2026.
• ·Net cash used in operating activities increased to $13,777 from $6,019 YoY.
• ·Long-term debt net rose to $458,450 from $428,008 at December 31, 2025.
• ·Property, plant and equipment net decreased to $285,249 from $289,226.
• ·Gain on disposition of property, plant and equipment was $333 versus $479 YoY.

27-04-2026

Mobile Infrastructure Corporation declared monthly dividends on April 24, 2026, for its Series A Preferred Stock at a rate of $4.791 per share and Series 1 Preferred Stock at $4.583 per share, payable on or about May 12, 2026, to holders of record as of April 27, 2026, and April 24, 2026, respectively. The announcement reflects the board's authorization amid ongoing operations as an emerging growth company listed on Nasdaq under ticker BEEP. Future dividends remain subject to board discretion based on financial condition and other factors.

• ·Principal executive offices: 30 W. 4th Street, Cincinnati, Ohio 45202
• ·Registrant is an emerging growth company
• ·Common Stock trades on The Nasdaq Stock Market LLC under symbol BEEP

27-04-2026

Morgan Stanley Direct Lending Fund entered into the First Amendment to its Amended and Restated Senior Secured Revolving Credit Agreement, originally dated February 25, 2025, effective April 23, 2026, with Truist Bank as Administrative Agent and multiple lenders party thereto. The amended facility provides commitments totaling $1,450,000,000. Subsidiary guarantors DLF SPV LLC, DLF CA SPV LLC, and DLF Equity Holdings LLC reaffirmed their guarantees and security interests, with representations confirming no Defaults or Events of Default.

• ·Amendment amends the Credit Agreement by deleting stricken text and adding double-underlined text as per Exhibit A, and restates Schedules in Exhibit B.
• ·Conditions precedent include signed counterparts, legal opinion from Dechert LLP, organizational documents, and payment of invoiced fees.
• ·Governed by New York law; no waiver of existing rights.

27-04-2026

Riot Platforms, Inc. entered into a Second Amended and Restated Credit Agreement dated as of April 21, 2026, with Coinbase Credit, Inc. as Lender, Collateral Agent, and Administrative Agent, providing for a U.S.$200,000,000 credit facility collateralized by Bitcoin. This amends and restates the prior Existing Credit Agreement originally dated April 22, 2025. The agreement includes terms for borrowings, collateral adjustments based on LTV ratios, and events of default.

• ·Collateral Account: account number [***] with Coinbase Custody Trust Company, LLC.
• ·Availability Period: from Original Signing Date to three months after.
• ·Prior agreements: Original Credit Agreement (April 22, 2025), Existing Credit Agreement (First Amendment and Restatement Effective Date).

27-04-2026

Bank of Hawaii Corp's Q1 2026 net income rose 30.6% YoY to $57,432 thousand from $43,985 thousand, with net interest income up 20.0% to $150,990 thousand and diluted EPS increasing to $1.30 from $0.97, supported by a lower provision for credit losses of $1,750 thousand versus $3,250 thousand. However, noninterest income declined 6.2% YoY to $41,332 thousand, noninterest expenses increased 5.1% to $116,071 thousand, total assets decreased 1.1% QoQ to $23,909,933 thousand, and deposits fell 1.1% QoQ to $20,957,930 thousand amid a 55.1% drop in cash and equivalents.

• ·Common stock repurchases under share repurchase program: $15,109 thousand; equity compensation plan repurchases: $11,280 thousand in Q1 2026.
• ·Dividends per common share declared: $0.70 (flat YoY).
• ·Net cash used in investing activities: $271,111 thousand; net cash used in financing activities: $289,355 thousand in Q1 2026.