S&P 500 Consumer Staples Sector SEC Filings — April 08, 2026

08-04-2026

RPM International Inc. reported record Q3 FY26 net sales of $1.61 billion, up 8.9% YoY driven by 3.0% organic growth, acquisitions, and 2.4% foreign currency benefits, with adjusted EBIT reaching a record $116.4 million (+48.8% YoY) and adjusted diluted EPS of $0.57 (+62.9% YoY). However, net income declined 1.3% to $51.4 million and diluted EPS remained flat at $0.40, while the Consumer Group experienced a 2.4% organic sales decline amid soft DIY demand. All segments posted sales growth (CPG +10.5%, PCG +8.4%, Consumer +7.9%), and the company reaffirmed Q4 FY26 guidance for mid-single-digit sales growth and low- to high-single-digit adjusted EBIT growth; it also completed the Kalzip acquisition.

• ·9M FY26 cash from operations $656.7M, second-highest ever, up from $619.0M prior year.
• ·9M FY26 capital expenditures $159.6M vs. $158.9M prior year.
• ·Returned $255.3M to stockholders in 9M FY26 via dividends and repurchases, +5.2% YoY.
• ·Q3 asset sales proceeds $14.3M from MAP initiatives.
• ·Revolving credit facility extended to Feb 27, 2031, size $1.35B.
• ·Kalzip acquisition closed March 31, 2026, added to Construction Products Group.

08-04-2026

Clearwater Analytics Holdings, Inc. (CWAN) explored a potential sale following inbound interest from Warburg Pincus, Permira, Temasek, and others, culminating in a Merger Agreement on December 20, 2025; the Board formed a Special Committee of independent directors on November 17, 2025, to oversee the process and retain advisors like Cravath and PJT Partners. Class A Common Stock declined from $17.31 on November 5, 2025, to $15.89 on November 6, 2025, post-earnings, but rose to $19.25 by November 14, 2025—a 15.3% premium to the unaffected $16.69 close on November 10, 2025—amid media reports of sale discussions. The process involved diligence on generative AI and the Enfusion acquisition, with concerns over leaks, distractions, and a related Derivative Litigation involving Welsh Carson.

• ·Temasek executed joinder to Consortium NDAs on November 6, 2025, gaining access to due diligence materials.
• ·Special Committee retained Cravath as independent legal counsel and planned to interview PJT Partners and two other financial advisors.
• ·Board delegated exclusive authority to Special Committee for evaluating strategic transactions on November 17, 2025.
• ·Mr. Lee and Mr. Mackesy (Welsh Carson affiliates) planned to recuse from sale votes due to Derivative Litigation.

08-04-2026

PMGC Holdings Inc. (NASDAQ: ELAB) announced it has fully utilized its $20M equity purchase facility with Streeterville Capital, LLC, maintaining a strong cash position to fund its near-term acquisition pipeline. The company completed acquisitions of four entities in 2025 and Q1 2026, including Pacific Sun Packaging (serving 300+ customers in semiconductor and data center supply chains), AGA Precision Systems, Indarg Engineering, and SVM Machining, spanning aerospace, defense, medical devices, and related sectors. Priorities include organic growth, selective acquisitions, and advancing Northstrive Biosciences' EL-22 toward Phase 2 IND submission.

• ·Pacific Sun Packaging acquired July 2025; focused on custom-engineered protective packaging for CPUs, memory modules, SSDs, fiber-optic transceivers.
• ·AGA Precision Systems acquired July 2025; ITAR-registered, AS9100-certified precision CNC for aerospace, defense, industrial.
• ·Indarg Engineering acquired October 2025 as bolt-on to AGA.
• ·SVM Machining acquired February 2026; serves medical device, surgical robotics, satellite, spaceflight, UAV, biotech, pharma lab automation, semiconductor wafer handling.

08-04-2026

RenX Enterprises Corp. (formerly Safe & Green Development Corp.) filed an S-3/A amendment to register 2,290,312 shares of Common Stock for resale by selling stockholders, representing 91% of its 2,507,537 outstanding shares as of April 8, 2026, posing substantial dilution risk. The company risks Nasdaq delisting due to failure to meet the $1.00 minimum bid price (Nasdaq notice January 26, 2026; compliance deadline July 27, 2026), low market value below proposed $5M MVLS threshold, and $2.5M minimum stockholders' equity requirement, despite a 1-for-20 reverse stock split on March 26, 2026 and nine consecutive trading days above $1.00 bid price as of filing. Additional risks include restrictive covenants limiting financing and potential penny stock status if delisted.

• ·Nasdaq minimum bid price notice received January 26, 2026, for non-compliance from December 5, 2025 through January 20, 2026.
• ·Stockholders approved reverse stock split authorization December 8, 2025.
• ·Compliance with minimum bid price requires $1.00 or greater closing bid for 10 consecutive trading days.
• ·Former name Safe & Green Development Corp. changed December 19, 2022.

08-04-2026

E Fund Management (Hong Kong) Co., Ltd. filed its 13F-HR on April 8, 2026, reporting U.S. equity holdings as of March 31, 2026, with all positions held under sole voting power and no shared or other voting authority indicated. The portfolio features large positions in ETFs and tech stocks, including iShares Core S&P 500 ETF ($29.0B), Apple Inc ($7.2B), Amazon.com Inc ($4.6B), Broadcom Inc ($4.2B), and Meta Platforms Inc ($3.7B). No period-over-period changes or performance metrics are disclosed in this snapshot filing.

• ·All holdings reported with sole voting power (SH SOLE) and zero shared or other voting authority
• ·Portfolio includes positions in over 250 U.S.-listed issuers across sectors like technology, mining, healthcare, and ETFs
• ·SEC file number: 028-20248
• ·Business address: Suites 3501-02, 35/F Two International Finance Centre, Central, K3 852, Hong Kong

08-04-2026

Ellington Credit Company announced that its Board of Trustees declared a monthly common dividend of $0.08 per share on April 7, 2026. The dividend is payable on May 29, 2026 to common shareholders of record as of April 30, 2026. No comparative financial metrics or changes from prior dividends were disclosed.

• ·Securities traded on The New York Stock Exchange
• ·Press release filed as Exhibit 99.1

08-04-2026

Nano Nuclear Energy Inc. submitted a private proposal to Dioxitek S.A., an Argentinian state-owned nuclear fuel company, for the potential joint development of a natural uranium hexafluoride (UF6) production facility using Dioxitek's existing infrastructure in Argentina. This follows a non-binding Memorandum of Understanding executed in August 2025 to assess uranium conversion capacities. The proposal is under review per Argentinian law, with ongoing coordination for technical, financial, and implementation assessments toward potential definitive agreements, though forward-looking statements note significant risks including regulatory approvals and execution uncertainties.

• ·Filing date: April 08, 2026; Earliest event date: April 7, 2026
• ·Dioxitek described as Argentina's only feedstock manufacturer for nuclear fuel fabrication

08-04-2026

Deep Isolation Nuclear, Inc. announced its selection for the U.S. Department of Energy’s ARPA-E SCALEUP Ready program to advance commercial deployment of its Universal Canister System for nuclear waste management, with the program committing up to $40 million across two projects. The project involves a commercial pilot in Cameron, Texas, with partners including Westinghouse, Halliburton, NAC International, Occlusion Nuclear Solutions, Amentum, and the Deep Borehole Demonstration Center. However, selection does not guarantee funding, as DOE may cancel negotiations at any time, and there is no assurance of a contract, funding amount, or successful completion of deliverables.

• ·Westinghouse will serve as launch customer to secure NRC certification for UCS with eVinci™ microreactor spent fuel.
• ·Project aligns with Executive Order 14302 on U.S. nuclear energy leadership and permanent spent fuel solutions.
• ·UCS developed through prior three-year DOE ARPA-E funded project.

08-04-2026

Delta Air Lines reported record adjusted operating revenue of $14.2 billion for the March Quarter 2026, up 9.4% YoY from $12.978 billion, driven by broad demand strength including premium revenue +14%, loyalty +13%, and record corporate sales with double-digit growth. Adjusted pre-tax income increased 42% to $532 million with EPS of $0.64, though GAAP results showed a pre-tax loss of $214 million and operating margin declined to 3.2%; non-fuel CASM rose 6% YoY while adjusted fuel expense increased 8% to $2.6 billion. For the June quarter, guidance projects low-teens revenue growth on flat capacity, 6-8% operating margin, $1.00-$1.50 EPS, and ~$1 billion pre-tax profit despite a $2 billion fuel expense increase and $4.30/gallon all-in fuel price.

• ·MRO revenue increased by more than $200 million YoY.
• ·Refinery benefit of approximately $300 million in June quarter guidance.
• ·Main cabin capacity contracted 3% YoY in March quarter.
• ·Ranked North America’s most on-time airline by Cirium for fifth consecutive year.
• ·Payments on debt and finance lease obligations of $1.6 billion in March quarter.

08-04-2026

Exxon Mobil Corporation filed an 8-K under Item 7.01 Regulation FD Disclosure, furnishing Exhibit 99.1 on 1Q26 Earnings Considerations and Exhibit 99.2 providing an update on the impact of Middle East conflict on ExxonMobil activities. No specific financial metrics or performance details were disclosed in the filing body. The report was signed by Len M. Fox, Vice President, Controller and Tax.

• ·Filing date: April 8, 2026
• ·Date of earliest event reported: April 8, 2026
• ·Exhibits: 99.1 (1Q26 Earnings Considerations), 99.2 (Update on Middle East conflict impact)

08-04-2026

Brookfield Asset Management Ltd. filed a Form 8-K on April 8, 2026, under Items 8.01 (Other Events) and 9.01 (Financial Statements and Exhibits), announcing the issuance of a press release dated April 8, 2026, attached as Exhibit 99.1. The filing contains no specific financial or operational details from the press release itself. It was signed by Kathy Sarpash, Managing Director, Legal & Regulatory and Corporate Secretary.

• ·Securities registered: Class A Limited Voting Shares (BAM) on New York Stock Exchange
• ·Commission File Number: 001-41563
• ·I.R.S. Employer Identification No.: 98-1702516
• ·Principal Executive Offices: 225 Liberty Street, 8th Floor, New York, New York 10281-1048

08-04-2026

Universal Logistics Holdings, Inc. (Nasdaq: ULH) announced the appointment of Michael Rogers as Chief Financial Officer and Treasurer effective June 1, 2026, succeeding Jude M. Beres, who will resign from those positions effective May 29, 2026, to pursue opportunities outside the transportation and logistics industry. Rogers brings over 30 years of finance leadership experience from Ford Motor Company and current CFO roles at Conlan Tire Co. and Hercules Materials Holdings LLC. CEO Tim Phillips expressed enthusiasm for Rogers' addition and gratitude for Beres' nearly three decades of service, including as CFO since 2016.

• ·Filing date: April 08, 2026
• ·Mr. Rogers holds a Bachelor of Science in Civil Engineering from Rice University and an M.B.A. from the Mendoza College of Business at the University of Notre Dame.
• ·Mr. Beres previously served as Chief Administrative Officer and has been with the Company and affiliates for nearly three decades.
• ·Mr. Beres to assist with transition through May 29, 2026

08-04-2026

Eldred Rock Partners, LLC disclosed total holdings of $392,947,507 across 31 equity positions held solely as of March 31, 2026, in its 13F-HR filing. Top holdings include Alphabet Inc. Cap Stk Cl A ($20,040,919; 69,693 shares), Vontier Corporation ($15,297,289; 431,274 shares), and Shell PLC ($15,207,546; 163,522 shares). No changes in positions were reported for the quarter.

• ·Holdings primarily discretionary sole (all positions reported as SH SOLE with no shared or other discretion indicated)
• ·Portfolio includes significant technology exposure (e.g., Alphabet Cl A: 69,693 shares; ASML: 13,835 shares; TSMC: 63,631 shares)

08-04-2026

Constellation Brands reported FY2026 net sales of $9,139 million, down 10% YoY on both reported and organic basis, driven by Beer net sales decline of 3% amid 3.8% shipment drop and 2.1% depletion decline (Modelo Especial -3%, Corona Extra -7%), though Q4 Beer saw 1% net sales growth and 0.6% depletion growth with share gains; Wine & Spirits net sales plunged 51% due to divestitures. Comparable EPS reached $11.82, up significantly, with $2.7 billion operating cash flow, $1.8 billion free cash flow, and over $1.6B returned to shareholders including $924 million repurchases. FY2027 guidance projects comparable EPS of $11.20-$11.90, organic net sales flat to +1%, and free cash flow of $1.6-$1.7 billion, while withdrawing FY2028 outlook.

• ·Beer operating margin declined 170 bps to 38.0% FY2026 and 340 bps to 33.2% Q4 FY2026.
• ·Wine & Spirits operating margin fell to 1.3% FY2026 and Q4 FY2026 from 19.5% and 21.7% prior year.
• ·Quarterly dividend increased 1% to $1.03 per share Class A Common Stock, payable May 14, 2026 to record April 29, 2026.
• ·FY2027 guidance: Beer operating margin 37%-38%, Wine & Spirits 5%-6%, tax rate ~20%, capex ~$800M.

08-04-2026

Intel Corporation repurchased the 49% equity interest in its Fab 34 Ireland joint venture from Apollo-managed funds and affiliates for $14.2 billion, gaining 100% ownership. The transaction was financed using cash on hand and a $6.5 billion bridge loan, which Intel intends to refinance subject to market conditions. The joint venture, originally formed in June 2024, will be wound up following termination of ancillary agreements.

• ·Joint venture created pursuant to agreements in June 2024.
• ·Repurchase completed pursuant to April 1, 2026 agreement.
• ·Intel expects to terminate ancillary agreements and wind up the joint venture.

08-04-2026

ImmuCell Corporation announced preliminary, unaudited Q1 2026 product sales of $10.4 million, a 28.4% increase YoY from $8.1 million, driven by strong domestic sales growth to $9.7 million (+35.7%) and Tri-Shield® sales to $7.9 million (+38.5%). However, international sales declined 30.2% to $0.6 million, while Dual Force® & Other sales grew modestly 4.4% to $2.5 million. Management expressed confidence in strategy amid resolved backorders and new hires for sales expansion.

• ·Conference call scheduled for May 15, 2026 at 9:00 AM ET to discuss Q1 2026 financial results.
• ·Hired a leader for international commercial efforts and two domestic field sales managers.
• ·Previous production backorders continue to impact growth rate predictions.

08-04-2026

Angel Studios, Inc. (ANGX) has filed definitive additional proxy materials (DEFA14A) for its 2026 Annual Meeting of Shareholders, to be held virtually on May 21, 2026, at 11:00 AM Mountain Time. Key proposals include electing five directors and ratifying the appointment of Tanner LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026, with the Board recommending a 'FOR' vote on both. Proxy materials, including the 2026 Proxy Statement and Annual Report for the year ended December 31, 2025, are available online at https://event.accessnewswire.com/angx-2025.

• ·Shareholders can request paper copies of proxy materials by May 11, 2026, via phone (1-888-266-6791) or email (proxy@continentalstock.com).
• ·Company address: 295 W Center St., Provo, UT 84601.
• ·Voting available online at www.cstproxyvote.com using control number.

08-04-2026

Moulton Wealth Management, Inc. filed its 13F-HR on April 8, 2026, disclosing 52 equity holdings as of March 31, 2026, with a total portfolio value of $146,894,843. All positions are held solely with no shared or other ownership reported, and no put/call options indicated. Largest holdings include Schwab Strategic Trust Government Money (4,610,837 shares), iShares iBonds Treasury Floating Rate Bond ETF (461,402 shares), and WisdomTree Floating Rate Treasury Fund (455,153 shares), focused heavily on bond ETFs, money market funds, and commodity/equity ETFs.

• ·No changes, additions, or deletions reported in holdings summary (indicated by '0' in filing header).
• ·Portfolio heavily weighted toward fixed income, floating rate bonds, money market funds, and commodity/miners ETFs.
• ·All 52 positions reported as SOLE ownership with zero shared, other, or options.

08-04-2026

Exodus Movement, Inc. (NYSE: EXOD) filed a DEFA14A supplement to its March 17, 2026 proxy statement, announcing a change in the location of its 2026 Annual Meeting of Shareholders on May 1, 2026, at 8:30 a.m. Central Time, from 1111 Jones St., Omaha, NE 68102 (KANEKO art studio) to 1115 Dodge St., Omaha, NE 68102 (Tenaska Center for Arts Engagement). The record date remains March 6, 2026, with no changes to the agenda or voting procedures; shareholders are urged to use existing proxy materials.

• ·Proxy supplement filed April 8, 2026
• ·Original proxy statement dated March 17, 2026
• ·Investor contact: investors@exodus.com
• ·Media contact: Aubrey Strobel/Elena Nisonoff, Halcyon Communications (exodus@halcyonpr.xyz)

08-04-2026

Pure Cycle Corp reported total revenues of $14.3M for the six months ended February 28, 2026, up 47% YoY from $9.7M, driven by land development revenues surging 109% to $8.6M, with net income rising 19% to $5.7M and shareholders' equity increasing to $148.7M from $142.7M. However, operating cash flow swung to a negative $5.2M from positive $4.3M YoY, cash equivalents dropped sharply 78% to $4.8M, oil and gas royalty income plummeted 73% to $1.3M, and water/wastewater tap fees declined 8% to $3.3M. Total assets grew modestly 3% to $166.6M amid investments in water systems and single-family rentals.

• ·Earnings per share basic six months: $0.24 vs $0.20 YoY
• ·Weighted average common shares basic six months: 24,090,861 vs 24,077,780
• ·Common stock repurchases six months: 11,100 shares ($121k)
• ·Cash paid for income taxes six months: $3.5M
• ·Investment in single-family rental units: $11.2M (up from $5.2M)
• ·Related party notes receivable: $56.3M (up from $45.0M)

08-04-2026

Cushman & Wakefield Ltd. disclosed recast historical financial information for quarterly periods within 2024 and 2025 on its Investor Relations website via Exhibit 99.1. Effective January 1, 2026, the Company will discontinue reporting 'service line fee revenue' and certain non-GAAP measures (Adjusted EBITDA margin, Segment operating expenses, Fee-based operating expenses), revise 'Gross contract costs' definitions, and refine corporate cost allocations to segments, with no impact on consolidated revenue, net income (loss), EPS, or cash flows. These changes aim to align reporting with industry peers and enhance management decision-making.

• ·Recast information covers quarterly periods within 2024 and 2025.
• ·Changes apply primarily to Services segment costs reported on a gross basis.
• ·Information in Item 7.01 and Exhibit 99.1 is not deemed 'filed' under Section 18 of the Exchange Act.

08-04-2026

Universal Electronics Inc. (UEIC) issued a DEFA14A filing notifying stockholders of the availability of proxy materials for the Annual Meeting on May 19, 2026, at 11:00 AM PT in Scottsdale, AZ, for holders of record as of March 27, 2026. The agenda includes electing five Class II directors (Michael D. Burger, Satjiv S. Chahil, Sue Ann R. Hamilton, John Mutch, Eric B. Singer) to serve until 2028, declassifying the Board, amending the 2018 Equity Plan to add 375,000 shares, advisory approval of NEO compensation, and ratifying Grant Thornton LLP as auditors for the year ending December 31, 2026. The Board recommends voting FOR all proposals.

• ·Record date: March 27, 2026
• ·Paper material request deadline: May 8, 2026
• ·Meeting location: 15147 N. Scottsdale Road, Suite H300, Scottsdale, Arizona 85254
• ·Proxy materials accessible at www.proxydocs.com/UEIC or www.investorelections.com/UEIC

08-04-2026

Qnity Electronics, Inc. (Q) filed a DEFA14A Definitive Additional Proxy Materials on April 08, 2026, pursuant to Schedule 14A of the Securities Exchange Act of 1934. The filing was made by the registrant with no fee required. No specific proposals, financial data, or additional details are provided in the filing header.

08-04-2026

Richardson Electronics reported third quarter FY26 net sales of $55.5 million, up 3.1% YoY from $53.8 million, led by 9.7% PMT growth (14.5% excluding Healthcare), but GES sales fell 5.4% and Canvys declined 13.5% due to project timing. Gross margin improved to 31.9% while operating income turned positive at $1.5 million from a $2.7 million loss, and backlog rose 11.4% QoQ to $151.2 million; however, operating expenses increased 11.7% to $16.2 million. The Board declared a $0.06 per share quarterly cash dividend, payable May 27, 2026.

• ·Nine months FY26 gross margin improved to 31.2% from 30.8% YoY.
• ·Q3 FY26 PMT gross margin 32.1% vs 29.9% YoY; GES 30.8% vs 32.8%; Canvys 32.2% vs 33.2%.
• ·Cash decreased QoQ to $29.5 million from $33.1 million.
• ·No outstanding debt on revolving line of credit.
• ·Dividend record date May 8, 2026; payment date May 27, 2026.

08-04-2026

Topgolf Callaway Brands Corp. (d/b/a Callaway Golf Company) issued a DEFA14A filing notifying shareholders of the availability of proxy materials for the 2026 Annual Meeting of Shareholders on May 21, 2026, at 11:00 am ET, held virtually. The meeting includes the election of nine director nominees, ratification of Deloitte & Touche LLP as independent auditors for FY 2026, and an advisory vote to approve named executive officer compensation, with the Board recommending FOR all proposals. No financial metrics or performance data are disclosed in this notice.

• ·Proxy materials available online at https://web.viewproxy.com/callawaygolfcompany/2026
• ·Requests for paper copies must be received by May 8, 2026
• ·Virtual meeting access at www.meetnow.global/MH5W7PK
• ·Voting online at www.investorvote.com/CALY

08-04-2026

TPG RE Finance Trust, Inc. filed a DEF 14A proxy statement disclosing 2025 equity-based compensation for named executive officers (NEOs), including restricted stock unit (RSU) grants with grant date fair values totaling $6,694,896 across Doug Bouquard ($3,915,423), Matthew Coleman ($515,599), Brandon Fox ($236,860), and Robert Foley ($1,026,014). At December 31, 2025, outstanding unvested RSUs held by NEOs had an aggregate market value of $13,299,946, calculated at $8.61 per share. In 2025, RSUs vesting for NEOs realized $4,000,000 in value at $7.72 per share on June 30, with no cash compensation, pensions, or deferred comp reported.

• ·RSUs generally vest ratably in four annual installments beginning June 30 following grant date.
• ·Robert Foley retired as CFO on Oct 1 2025 and from TPG on Dec 31 2025; his RSUs continue vesting per retirement terms.
• ·No pension benefits or nonqualified deferred compensation provided to NEOs.
• ·No payments or accelerated vesting upon change in control except for qualifying terminations (Type I Leaver, disability, death).
• ·NEOs are employees of the Manager or affiliates; no direct cash compensation from the Company.

08-04-2026

Paramount Skydance Corporation (PSKY) announced a transition to three new reporting segments beginning in 2026: Studios, Direct-to-Consumer, and TV Media, accompanied by updated segment expense allocations moving certain centralized costs to corporate expenses and a change in profitability measure from Adjusted OIBDA to Adjusted EBITDA. The company furnished supplemental unaudited historical financial information for 2025 Successor and Predecessor periods, recast under the new segment presentation, via Exhibit 99. This disclosure precedes the Form 10-Q for the three months ended March 31, 2026, and is not deemed 'filed' under the Exchange Act.

• ·Filing intended to satisfy Regulation FD Disclosure (Item 7.01).
• ·Securities registered: Class B Common Stock, $0.001 par value (PSKY) on The Nasdaq Stock Market LLC.
• ·Principal executive offices: 1515 Broadway, New York, New York 10036; Telephone: (212) 258-6000.

08-04-2026

Canary PEPE ETF filed an S-1 registration statement on April 8, 2026, to launch an exchange-traded product holding PEPE, an ERC-20 meme coin on the Ethereum Network, with shares issued in baskets of 10,000 and NAV calculated daily based on PEPE pricing at 4:00 p.m. EST. The Trust expects grantor trust tax treatment but faces IRS challenge risks and will hold up to 5% in ETH for fees, while PEPE's history includes a 2023 team wallet dump of 3.8% supply causing significant price decline and a subsequent 1.6% burn. As an emerging growth company, it benefits from JOBS Act exemptions but highlights PEPE's high speculation, volatility, and lack of utility.

• ·PEPE launched April 2023 as ERC-20 token tied to Pepe the Frog meme, with no announced blockchain utility.
• ·Trust relies on Pricing Benchmark for 4:00 p.m. EST PEPE valuation; financial statements use GAAP-consistent source.
• ·Authorized Participants deliver cash for creations; redemptions yield PEPE sale proceeds, no direct PEPE handling.
• ·IRS informal guidance relied upon for grantor trust status amid risks of reclassification as partnership or corporation.

08-04-2026

Infinity Wealth Counsel, LLC filed its 13F-HR on April 08, 2026, disclosing institutional holdings as of March 31, 2026, with a total portfolio market value of $108867184 across 63 positions held solely. The portfolio features significant allocations to ETFs including Vanguard Index Fds Growth ETF, iShares Tr Core S&P500 Etf, and various Dimensional and Invesco products, alongside individual stocks such as Apple Inc, Chevron Corporation, and Berkshire Hathaway Inc.

• ·Matt Oberholzer signed the filing as Financial Planner and CCO.
• ·All positions reported as SH SOLE with no shared or other voting authority.
• ·Address: 433 W Loveland Ave, Ste 100, Loveland OH 45140.
• ·Portfolio includes 1 share of Berkshire Hathaway Inc Del Cl A valued at $718140.

08-04-2026

Melone Private Wealth, LLC filed its 13F-HR report on April 8, 2026, for the quarter ended March 31, 2026, disclosing 60 securities holdings with sole voting and dispositive power and no shared power reported. The portfolio emphasizes ETFs and municipal bond funds, with top positions including WisdomTree Floating Rate Treasury Fund at $21.4M, Davis Fundamental ETF Select U.S. Equity at $16.1M, SPDR Series Trust (78464A672) at $14.6M, and iShares Core S&P Small-Cap ETF at $14.3M. No period-over-period changes or performance metrics are provided in the filing.

• ·All 60 holdings reported with sole voting and dispositive power (0 shared)
• ·Report filed as of April 8, 2026, for period ending March 31, 2026
• ·Heavy allocation to municipal bond funds (e.g., Nuveen, BlackRock) and dividend/equity ETFs

08-04-2026

Mobiquity Technologies, Inc. reported significantly declined financial performance for the year ended December 31, 2025, with revenues dropping 95% YoY to $112,316 from $2,085,471 in 2024, gross profit falling 98% to $24,011 from $961,622, and operating expenses rising 4% to $9,520,914, leading to a widened operating loss of $9,496,903 from $8,211,065. The company issued over 18 million shares of common stock in 2024 and 2025, raising $7,375,937 in cash from select sales while others were for services, conversions, and other considerations. It highlighted its ATOS Platform features amid ongoing liquidity management through equity financing and expense controls.

• ·Common stock issuances in 2024 and 2025 primarily under Rule 506, Section 4(2) and Section 3(a)(9) exemptions, including conversions of Series H Preferred stock, notes, warrants, and original issue discount.
• ·Cost of revenues: $88,305 (2025) vs. $1,123,849 (2024).

08-04-2026

Telephone and Data Systems, Inc. (TDS) issued its 2026 Proxy Statement for the annual shareholder meeting on May 21, 2026, highlighting 2025 achievements including the $4.3B sale of UScellular's wireless business and spectrum assets to T-Mobile, which unlocked $1.6B in dividend proceeds for TDS (82% owner, now Array Digital Infrastructure Inc.) and strengthened the balance sheet. TDS Telecom exceeded 1 million marketable fiber service addresses, while Array launched with over 4,400 towers; new CEOs Ken Dixon (TDS Telecom) and Anthony Carlson (Array) were appointed. No declines or flat metrics reported; shareholders will vote on electing 12 directors (6 independent), ratifying PricewaterhouseCoopers LLP as auditors, a Charter Amendment for officer exculpation, and Say-on-Pay.

• ·Annual meeting record date: March 23, 2026
• ·UScellular sale closed August 1, 2025; TDS Telecom fiber milestone in September 2025
• ·Ken Dixon joined TDS Telecom in June 2025; Anthony Carlson selected for Array in November 2025
• ·Board held 12 meetings in 2025 with 99% attendance; 6 new independent directors in last 5 years

08-04-2026

Morgan Stanley and its wholly-owned subsidiary Morgan Stanley Finance LLC (MSFL) filed Pre-Effective Amendment No. 1 to Form S-3 on April 8, 2026, registering up to $191,273,967,190 (or equivalent in other currencies) of various securities including debt securities, units, warrants, purchase contracts, preferred stock, and common stock for offerings from time to time after effectiveness under Rule 415. MSFL's securities are fully and unconditionally guaranteed by Morgan Stanley. The prospectus supports initial offerings and ongoing market-making transactions.

• ·Registration Nos.: 333-293641 and 333-293641-01
• ·Principal executive offices: 1585 Broadway, New York, New York 10036
• ·Registrants are large accelerated filers
• ·Securities not insured by FDIC or guaranteed by a bank

08-04-2026

Simmons First National Corporation's DEF 14A Proxy Statement, filed April 08, 2026 (noting February 25, 2026 in content), provides XBRL-tagged pay versus performance disclosures for Principal Executive Officers Mr. Makris (2021, 2022, 2025) and Mr. Fehlman (2023, 2024), alongside Non-PEO Named Executive Officers across 2021-2025, covering components like pension adjustments, equity award fair values, vesting changes, and dividends on unvested awards. No specific compensation figures or period-over-period changes are detailed in the provided content. The filing affirms that ordinary-course loans and deposits with directors, officers, and affiliates comply with Federal Reserve Regulation O, are on market terms, and do not impact director independence.

• ·Disclosure periods covered: 2021-2025 in USD.
• ·Banking subsidiaries engage in arm's-length transactions with directors/officers per Regulation O.

08-04-2026

Host Hotels & Resorts, Inc., the largest lodging REIT, reported strong 2025 performance in its 2026 Proxy Statement, with comparable hotel RevPAR up 3.8% YoY exceeding U.S. upper-tier industry growth by 2.0 percentage points and total RevPAR up 4.2%. The company reinvested $644 million in capex including 78% completion of the Hyatt Transformational Capital Program, sold two properties for $237 million, issued and repaid $900 million in senior notes, declared $0.95 per share dividends totaling $654 million, and repurchased $205 million in shares. The proxy seeks shareholder approval for director elections, ratification of KPMG LLP as auditors, and an advisory vote on executive compensation at the May 20, 2026 online annual meeting.

• ·Annual meeting scheduled for May 20, 2026 at 12:30 p.m. ET online at https://meetnow.global/HST.
• ·Record date for voting: March 20, 2026.
• ·Two new independent directors joined the Board since 2021.
• ·Board committees: Audit (A), Culture and Compensation (C), Nominating, Governance and Corporate Responsibility (NGCR).
• ·Cumulative TSR outperformed NAREIT Lodging & Resorts Index over 1-, 3-, and 5-year periods ended Dec 31, 2025.

08-04-2026

On April 8, 2026, Atkore Inc. issued a press release announcing the sale of its High-Density Polyethylene (HDPE) pipe and conduit business to Infra Pipes, a North American leader in polyethylene pipeline solutions. The press release is furnished as Exhibit 99.1 under Item 9.01 and incorporated by reference in Item 7.01 (Regulation FD Disclosure). No financial terms or performance metrics related to the transaction were disclosed in the filing.

• ·Filing Type: 8-K, Items 7.01 (Regulation FD Disclosure) and 9.01 (Financial Statements and Exhibits)
• ·Registrant details: Delaware incorporation, Commission File Number 001-37793, IRS EIN 90-0631463, principal offices at 16100 South Lathrop Avenue, Harvey, Illinois 60426
• ·Securities: Common Stock, $0.01 par value, traded as ATKR on New York Stock Exchange

08-04-2026

Elanco Animal Health Incorporated's 2026 Proxy Statement seeks shareholder approval for the election of five Class I and Class II director nominees (Kapila Anand, Paul Herendeen, Michael Harrington, Lawrence Kurzius, and Kirk McDonald) for one-year terms expiring in 2027, as part of a process to declassify the Board by 2027. The company highlights strong 2025 performance including $4.715B revenue (7% organic constant currency growth), $901M Adjusted EBITDA, $892M innovation revenue, and net leverage reduced to 3.6x, with all metrics showing positive growth and no declines noted. Governance practices emphasize independent oversight, shareholder rights like 3%/3 years proxy access, and executive compensation tied heavily to performance metrics such as ECE and Adjusted EBITDAR.

• ·Process underway to declassify the Board by 2027 annual meeting.
• ·Expected Adjusted EBITDA savings of $200M to $250M by 2030 from Elanco Ascend (net of investments and inflation).
• ·10 consecutive quarters of underlying growth as of 2025.
• ·All six 'Big 6' blockbuster innovation products approved in the U.S. in 2025.
• ·Directors R. David Hoover and Deborah Kochevar not seeking re-election.

08-04-2026

Grupo Supervielle S.A. reported total assets of Ps.7,769.6 billion (approximately US$5,324 million) as of December 31, 2025, reflecting a 31.2% increase compared to December 31, 2024. However, the company recorded a consolidated net loss of Ps.37,571.2 million, primarily driven by a substantial loss in the Personal & Business Banking segment of Ps.186,737.2 million, despite profits in segments like Bank Treasury (Ps.77,089.7 million income) and Asset Management (Ps.65,358.5 million income). Total consolidated net revenue was Ps.948,618.1 million.

• ·Personal & Business Banking segment net loss: Ps.186,737.2 million
• ·Adjustments net loss: Ps.18,173.0 million
• ·Exception from IFRS 9 for public sector debt instruments under Argentine Banking GAAP