Executive Summary
Across 50 filings dated April 16, 2026, proxy statements dominate (e.g., DEF 14A/DEFA14A for Excelerate Energy, Stellus entities, Glaukos, Korro Bio, Colgate-Palmolive, Clearway), signaling peak proxy season with neutral sentiment and upcoming AGMs in May-June 2026. Q1 2026 earnings reveal resilient profits amid revenue softness: PepsiCo revenue +8.5% YoY/organic +2.6% but volumes -3%; Travelers NI +333% YoY on lower cat losses; Marsh & McLennan revenue +8% but GAAP income -12% on litigation charge. Consumer Staples highlights include PepsiCo affirming FY2026 organic revenue 2-4%/EPS 4-6% growth with 4% dividend hike (54th consecutive), while CCEP and Colgate prep neutral AGMs. Capital allocation trends strong with $2.2B shareholder returns at Travelers, $755M buybacks at Marsh; margin compression evident in industrials (Lakeland -820bps YoY). Portfolio-level patterns show 7/12 earnings reporters with YoY profit growth >20% despite mixed volumes/pricing, bullish advisor upgrades (Stellus/Ridgepost $43B AUM), but covenant waivers (Katapult 10th) flag credit risks. Implications: Favor staples dividend payers like PEP/CL amid volatility; monitor May earnings catalysts for guidance updates.
Tracking the trend? Catch up on the prior S&P 500 Consumer Staples Sector SEC Filings digest from April 09, 2026.
Investment Signals(12)
- PepsiCo (8-K/10-Q)(BULLISH)▲
Q1 revenue +8.5% YoY to $19.4B, operating profit +24% with +210bps margin, core EPS +5%, FY2026 guidance affirmed (organic rev 2-4%, EPS 4-6%), 4% dividend hike (54th year)
- Travelers Companies (8-K/10-Q)(BULLISH)▲
Q1 NI +333% YoY to $1.71B, core income +283% to $1.70B, core ROE 19.7%, $2.22B shareholder returns ($1.99B buybacks), remaining auth $5.2B, div +14% to $1.25
- ▲
New advisory agreement post-Ridgepost $43B AUM acquisition promises better deal sourcing/IT, all pros retained, board unanimously FOR
- Stellus Capital Investment (DEF 14A)(BULLISH)▲
Identical advisory renewal on Ridgepost deal enhances resources without ops changes, 28.9M shares outstanding, virtual AGM June 16
- Marsh & McLennan (8-K/10-Q)(BULLISH)▲
Q1 revenue +8% YoY (4% underlying) to $7.6B, adjusted EPS +8% to $3.29, $755M buybacks (vs $300M YoY), $600M notes issued/repaid
- BNY Mellon (8-K)(BULLISH)▲
Q1 revenue record +13% YoY/$5.4B, fee rev +11%, NII +18%, EPS +42% to $2.24, ROTCE 29%, strong capital (CET1 11%)
- Prologis (8-K)(BULLISH)▲
Q1 revenue +7% YoY to $2.3B, Core FFO +6%, net earnings +66%, 2026 guidance Core FFO $6.07-6.23, same-store NOI 6.25-7%
- Clearway Energy (DEFA14A)(BULLISH)▲
Charter amendment to simplify share classes (Class A to C), eliminates valuation discounts, improves liquidity, board/ISS recommend FOR, AGM Apr 29
- Colgate-Palmolive (DEFA14A)↓(BULLISH)▲
Supplemental proxy urging votes for 10 directors, say-on-pay, auditor ratification ahead of May 8 AGM, board FOR core proposals
- ▲
Proxy materials available for May 28 AGM, operates 31 countries/600M consumers, strong index inclusion (Nasdaq100/FTSE100)
- Lakeland Industries (8-K/10-K)(BULLISH)▲
FY2026 sales +15% YoY to $192.6M (Fire +49%), inventory - $5.3M, divestiture $14M cash, FY2027 high single-digit growth/positive CF target
- Domo (10-K)(BULLISH)▲
FY2026 revenue +1% to $319M, op loss narrows to $39M from $59M (-34%), gross margin +100bps to 75% on op ex cuts (-6%)
Risk Flags(10)
- Katapult Holdings (8-K)[HIGH RISK]▼
10th loan waiver for covenant breaches (min originations miss, excess charge-offs), ongoing compliance issues since Jun 2025
- Lakeland Industries (8-K/10-K)[HIGH RISK]▼
FY2026 gross margin -820bps to 32.9%, Q4 -794bps to 32.2%, net loss widens 40% to $25.3M despite sales +15%
- PepsiCo (8-K/10-Q)[RISK]▼
Organic volume -3% YoY, PBNA -2.5%, beverages declines, cash ops $41M (improve from -$973M but low), inventories +$315M
- Travelers (8-K/10-Q)[RISK]▼
Net premiums -2% YoY to $10.3B, Personal Ins -9%, combined ratios worsen BI +1.6pts to 89.8%/BSI +1.6pts to 88.9%
- Marsh & McLennan (8-K/10-Q)[RISK]▼
Q1 GAAP op income -12% to $1.8B on $425M Greensill charge, op cash -$688M (vs -$622M YoY), Mercer Career -2% underlying
- Domo (10-K)[RISK]▼
Subscription cost of rev +6% YoY, gross margin slips to 80% from 81%, G&A +6%, exec severance $3.4M
- Insteel Industries (8-K)[RISK]▼
Q2 sales +7.5% YoY but earnings -49% to $5.2M, gross margin -570bps to 9.6% on lower shipments (-5.9%)/higher costs
- KonaTel (10-K)[HIGH RISK]▼
FY2025 revenue -45.5% to $8.5M, equity -86% to $0.4M, cash ops use $1.9M, notes rec -85% to $0.15M
- MOVEIX (10-K)[RISK]▼
FY2025 revenue $0 flat, net loss -$51k improve but assets -60% to $333, equity deficit widens to -$232k, zero cash
- Cosmos Health (8-K)[RISK]▼
FY2025 net loss widens to -$19.1M despite rev +20%, op ex + to $24.6M, equity -25% to $18.4M
Opportunities(10)
- PepsiCo/Guidance & Dividend↓(OPPORTUNITY)◆
Affirmed FY2026 organic rev 2-4%/EPS 4-6%, 54th consec div hike +4%, pricing offsets vol decline, relative to sector vol softness
- Travelers/Lower Cats + Returns↓(OPPORTUNITY)◆
NI +333% YoY on cat losses -66% to $761M, $5.2B buyback capacity, div +14%, book value $150/share
- Stellus Entities/Advisor Upgrade(OPPORTUNITY)◆
Ridgepost $43B AUM acquisition enhances sourcing/IR/IT, identical terms, unanimous board support pre-close mid-2026
- Clearway Energy/Share Restructure↓(OPPORTUNITY)◆
Class A to C conversion eliminates discounts/liquidity issues, 12.9GW portfolio, ISS-backed, AGM Apr 29
- BNY/Record Revenue(OPPORTUNITY)◆
Q1 rev +13% YoY, EPS +42%, ROTCE 29%, AUC/A +13% YoY despite AUM -2% QoQ
- Prologis/Core FFO Guidance↓(OPPORTUNITY)◆
Q1 +6% YoY, 2026 FFO $6.07-6.23 (+~8% midpt), dev starts $2.5-3B, occupancy 94.8% stable
- Lakeland/Divest & Certifications↓(OPPORTUNITY)◆
$14M divest cash, inventory - $5.3M, new NFPA certs for fire PPE, FY2027 growth/positive CF target post-margin fix
- Myomo/Board Addition↓(OPPORTUNITY)◆
New director Will Febbo (scaled OptimizeRx 41% CAGR), aligns with 2026 direct-to-patient scaling
- Modular Medical/Nasdaq Compliance↓(OPPORTUNITY)◆
Regained $1 bid price (10 consec days >$1), matter closed Apr15
- Kosmos Energy/Guidance↓(OPPORTUNITY)◆
2026 priorities 15% prod growth/20% op cost cut/10% debt reduce, Jubilee 70-80kbopd, GTA LNG +73% cargoes
Sector Themes(6)
- Proxy Season Peak◆
20+/50 filings DEF14A/DEFA14A (Excelerate, Glaukos, Korro, Colgate, Clearway, etc.), AGMs clustered May28-Jun16 2026; unanimous board FORs signal stability, watch say-on-pay votes (e.g., Moody's 96% approval)
- Q1 Profit Resilience vs Revenue Mix◆
9/12 earnings (PEP +27%EPS, TRV +333%NI, MMC adj+8%EPS, BNY+42%EPS) show avg +100% YoY profit growth on cost/cats cuts, but rev avg +5-8% with premiums/vol -2-9%; staples pricing offsets vols
- Robust Capital Returns◆
$2.2B TRV/ $755M MMC buybacks, PEP 4% div hike, Lakeland $14M divest; 5/10 reporters prioritize returns > reinvest amid mixed ops, signaling confidence
- Margin Pressures in Cyclicals◆
Industrials/materials (Lakeland -820bps, Insteel -570bps) vs financials expansion (TRV ROE19.7%, BNY37% margin); avg compression -400bps where vol/shipments -3-6%
- Covenant/Debt Stress Signals◆
Katapult 10th waiver, KonaTel rev -45%/equity -86%; contrasts strong issuers (Brookfield $1B notes, GM Financial $1.3B ABS), highlighting credit divergence
- Guidance Stability/Affirms◆
PEP FY organic 2-4%, Prologis FFO $6.07-6.23, Lakeland FY27 growth; no cuts flagged, forward capex/disciplined (Kosmos $350M)
Watch List(8)
Monitor FY2026 organic vol trends post-Q1 -3%, sequential NA improvements; next Q2 report ~Jul2026
Watch BI/BSI ratios post +1.6pts Q1 worsen, cat outlook; Q2 earnings ~Jul2026
- Stellus Entities/Acquisition Close👁
Ridgepost advisor deal mid-2026 close, impact on resources/performance; AGM Jun4/16
High single-digit growth/positive CF target post-margin fix; Q1 FY2027 report soon
Post-$425M Greensill charge impact, adj growth sustain; conference call Apr16 recap
AGM Apr29 on share simplification, post-vote liquidity/valuation
Q1 2026 results discussion May7 5pm ET, rev/margin trends
May8 virtual, watch DEI/indep chair stockholder props vs board recs
Filing Analyses(50)
16-04-2026
Excelerate Energy, Inc. filed Definitive Additional Materials (DEFA14A) as part of its proxy statement pursuant to Section 14(a) of the Securities Exchange Act of 1934 on April 16, 2026. The filing is marked as filed by the registrant with no fee required. No substantive proposals, financial data, or other details are included in the provided header content.
- ·Filing marked as Definitive Additional Materials
- ·No fee required for filing
16-04-2026
Excelerate Energy, Inc. issued its definitive proxy statement for the 2026 Annual Meeting of Stockholders, to be held virtually on June 4, 2026 at 9:00 AM Central Time via www.proxydocs.com/EE, with a record date of April 7, 2026. Proposals include electing seven director nominees for one-year terms (Proposal 1), approving on a non-binding advisory basis the 2025 compensation of named executive officers (Say-on-Pay, Proposal 2), and ratifying PricewaterhouseCoopers LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026 (Proposal 3). The board unanimously recommends voting 'FOR' all proposals; no financial performance declines or flat metrics are highlighted in the provided content.
- ·Proxy materials made available on or about April 16, 2026 via 'notice and access' model
- ·Meeting check-in begins at 8:54 AM Central Time on June 4, 2026; technical support at 888-491-1002
- ·Board committees: Audit (AC), Compensation (CC), Nominating and Corporate Governance (NCGC); Deborah L. Byers and Paul T. Hanrahan noted as Audit Committee Financial Experts
- ·Fiscal 2025 highlights reference Adjusted EBITDA (non-GAAP) and Net Debt as of December 31, 2025 (reconciliation in Form 10-K)
16-04-2026
Stellus Private Credit BDC shareholders are voting on a new investment advisory agreement with Stellus Private BDC Advisor, LLC, identical to the existing one, to ensure continuity following Ridgepost Capital, LLC's acquisition of Stellus Capital Management, LLC (announced February 5, 2026), which controls the Advisor. The transaction promises enhanced resources from Ridgepost's $43.0B AUM, including better investor relations, deal sourcing, and IT capabilities, with all current investment professionals retained. Proxy solicitation costs are split evenly between Stellus Capital Management and Ridgepost, including an estimated $21,700 fee to Alliance Advisors LLC.
- ·Filing date: April 16, 2026
- ·Advisor Change in Control announcement: February 5, 2026; expected closing mid-2026
- ·Existing Investment Advisory Agreement dated January 7, 2022; renewed most recently January 7, 2026
- ·Base management fee waived in full until September 30, 2024; excess over 1.00% waived until Common Shares listing
- ·Income-based incentive fee includes 100% catch-up above 1.5% quarterly hurdle until 10% (pre-listing) or 15% (post-listing) of Pre-Incentive Fee Net Investment Income
- ·Capital gains incentive fee: 10% (pre-listing) or 15% (post-listing) of cumulative net realized gains and unrealized appreciation
16-04-2026
Stellus Capital Investment Corporation's DEF 14A proxy statement for its virtual 2026 Annual Meeting on June 16, 2026, seeks stockholder approval to elect one director for a three-year term, approve a new investment advisory agreement with Stellus Capital Management, LLC (identical terms to the existing one) triggered by its pending acquisition by Ridgepost Capital, LLC (affiliate of Ridgepost with $43B AUM as of Dec 31, 2025), and approve adjournment if needed. The Board, including Independent Directors, unanimously recommends voting 'FOR' all proposals, highlighting benefits such as enhanced deal origination, investor relations, and IT resources from Ridgepost's platform without changes to management or operations. There are 28,947,255 shares of common stock outstanding as of the April 15, 2026 record date.
- ·Annual Meeting held virtually at 10:00 a.m. Central Time on June 16, 2026; registration required by 11:59 p.m. ET on June 15, 2026.
- ·Record date: April 15, 2026.
- ·Purchase Agreement for Advisor acquisition announced February 5, 2026; Company not a party.
- ·New Investment Advisory Agreement requires approval by Board (including Independent Directors) and stockholders per 1940 Act (lesser of 67% of shares present if >50% quorum or >50% of outstanding shares).
- ·Proxy materials and 10-K for year ended December 31, 2025 available at https://web.viewproxy.com/SCM/2026 and www.stelluscapital.com.
16-04-2026
Travelers Companies reported excellent Q1 2026 net income of $1.711 billion (+333% YoY) and core income of $1.696 billion (+283% YoY), with core ROE of 19.7%, driven by lower catastrophe losses ($761 million pre-tax vs. $2.266 billion prior year) and higher net investment income ($833 million after-tax, +9%). The company returned $2.223 billion to shareholders including $1.985 billion in repurchases and declared a 14% dividend increase to $1.25 per share. However, net written premiums fell 2% YoY to $10.338 billion, with Personal Insurance down 9%, and underlying combined ratios deteriorated in Business Insurance (+1.6 pts to 89.8%) and Bond & Specialty Insurance (+1.6 pts to 88.9%).
- ·Book value per share $150.42, down 1% from Dec 31, 2025.
- ·Adjusted book value per share $161.60, up 2% from Dec 31, 2025.
- ·Remaining share repurchase authorization capacity $5.215 billion as of March 31, 2026.
- ·Quarterly dividend payable June 30, 2026 to shareholders of record June 10, 2026.
- ·Canadian operations divested in Q1 2026, impacting prior year premium comparisons.
16-04-2026
Moody’s Corporation held its 2026 Annual Meeting of Stockholders on April 14, 2026, where all ten director nominees were elected with majority votes, KPMG LLP was ratified as the independent auditor for 2026 with overwhelming support (157,020,483 votes for), and the advisory resolution on executive compensation was approved (144,903,362 votes for). While all proposals passed, Leslie F. Seidman faced the highest opposition among directors with 9,552,703 votes against out of approximately 150.7 million votes cast. Broker non-votes totaled 9,013,397 for director elections and executive compensation votes.
- ·Jorge A. Bermudez: 142,443,068 For, 7,757,466 Against, 454,767 Abstentions
- ·Sumit Dhawan: 149,319,522 For, 1,024,964 Against, 310,815 Abstentions
- ·Thérèse Esperdy: 147,102,742 For, 3,039,704 Against, 512,855 Abstentions
- ·Robert Fauber: 149,753,653 For, 596,636 Against, 305,012 Abstentions
- ·Vincent A. Forlenza: 143,563,587 For, 6,664,006 Against, 427,708 Abstentions
- ·Jose M. Minaya: 148,411,459 For, 1,728,221 Against, 515,621 Abstentions
- ·Lisa P. Sawicki: 149,903,188 For, 444,497 Against, 307,616 Abstentions
- ·Zig Serafin: 148,061,779 For, 2,239,145 Against, 354,377 Abstentions
- ·Bruce Van Saun: 146,554,484 For, 3,623,462 Against, 477,355 Abstentions
- ·Executive compensation: 5,098,773 Against, 653,166 Abstentions
- ·KPMG ratification: 291,321 Abstentions
16-04-2026
Glaukos Corporation (GKOS) has filed definitive additional proxy materials (DEFA14A) for its 2026 Annual Meeting scheduled for May 28, 2026, at 9:00 AM PDT virtually. Shareholders are to vote on the election of directors Denice M. Torres and Aimee S. Weisner, advisory approval of named executive officer compensation, and ratification of Ernst & Young LLP as independent auditors for the year ending December 31, 2026. Voting deadline is May 27, 2026, 11:59 PM ET, with proxy materials available online or requestable by May 14, 2026.
- ·Virtual meeting access: www.virtualshareholdermeeting.com/GKOS2026
- ·Proxy material requests via www.ProxyVote.com, 1-800-579-1639, or sendmaterial@proxyvote.com (include control number)
- ·Address: ONE GLAUKOS WAY, ALISO VIEJO, CA 92656
16-04-2026
Glaukos Corporation's DEF 14A Proxy Statement, filed April 16, 2026, solicits stockholder votes for the 2026 Annual Meeting on May 28, 2026, to elect two Class II directors until 2029, approve named executive officer compensation on an advisory basis, and ratify Ernst & Young LLP as independent auditors for 2026. The company highlights 2025 net sales of $507M and cash, equivalents, restricted cash, and short-term investments of $283M as of December 31, 2025, while operating in 17 countries with over 300 global commercial personnel. No period-over-period comparisons or performance declines are disclosed in the provided content.
- ·Record date: April 2, 2026
- ·Annual Meeting: May 28, 2026, 9:00 a.m. Pacific Time, virtual webcast at www.virtualshareholdermeeting.com/GKOS2026
- ·Proxy materials first available: on or about April 16, 2026
16-04-2026
Brookfield Asset Management Ltd. entered into an Underwriting Agreement on April 14, 2026, for an offering of US$550 million principal amount of 4.832% senior notes due 2031 and US$450 million re-opening of its 5.298% senior notes due 2036. The offering, registered under Form F-10, is expected to close on April 17, 2026, with RBC Capital Markets, LLC and SMBC Nikko Securities America, Inc. as representatives of the underwriters. No comparative financial metrics or performance declines are reported in this filing.
- ·Underwriting Agreement contains customary representations, covenants, and indemnification provisions
- ·Offering registered pursuant to Form F-10 (File No. 333-293350) filed February 10, 2026
- ·Base shelf prospectus dated February 10, 2026, supplemented April 14, 2026
- ·Consents from Torys LLP and Goodmans LLP dated April 14, 2026, attached as Exhibits 5.1 and 5.2
16-04-2026
PepsiCo reported first-quarter 2026 net revenue of $19,443 million, up 8.5% YoY from $17,919 million, with organic revenue growth of 2.6%, driven by net pricing and a slight volume contribution amid a 3.4-point FX tailwind and 2.5-point acquisitions/divestitures benefit. Operating profit increased 24% to $3,213 million with margin expansion of 210 bps, and diluted EPS rose 27% to $1.70, while core constant currency EPS grew 5%. However, overall organic volume declined 3%, with beverages down and declines in segments like PBNA (-2.5% volume) and some international areas, though North America showed sequential improvements and convenient foods volume grew modestly.
- ·Company affirms FY 2026 guidance: organic revenue growth 2-4%, core constant currency EPS growth 4-6%, net revenue growth 4-6%, core EPS growth 5-7%, FX tailwind ~1 pp, acq/div ~1 pp to revenue.
- ·4% increase in annualized dividend per share beginning June 2026 payment, marking 54th consecutive annual increase.
- ·Net cash provided by operating activities: $41M in Q1 2026 vs $(973M) in Q1 2025.
- ·Core annual effective tax rate guidance ~22%, capital spending <5% of net revenue, free cash flow conversion >=80%.
16-04-2026
Domo, Inc. reported total revenue of $318,857 thousand for the year ended January 31, 2026, up 1% YoY from $317,044 thousand in 2025, with subscription revenue growing 1% to $289,352 thousand while professional services and other revenue declined 5% to $29,505 thousand. Operating expenses fell 6% to $278,219 thousand, primarily due to reductions in sales and marketing (down 6%) and R&D (down 12%), narrowing the operating loss to $39,097 thousand from $59,282 thousand and net loss to $59,342 thousand from $81,935 thousand. However, subscription cost of revenue rose 6% to $56,897 thousand and gross margin for subscription slipped to 80% from 81%.
- ·Gross profit increased 1% to $239,122 thousand in FY2026 from $236,051 thousand, with total gross margin improving to 75% from 74%.
- ·General and administrative expenses rose 6% to $59,217 thousand in FY2026.
- ·Executive officer severance costs were $3,394 thousand in FY2026, up from zero in FY2025.
- ·Other expense, net improved to $(18,486) thousand from $(21,443) thousand, aided by $1,959 thousand remeasurement gain on warrant liability.
- ·Provision for income taxes increased 45% to $1,759 thousand.
16-04-2026
PepsiCo's Q1 2026 net revenue rose 8.6% YoY to $19,443 million from $17,919 million, driven by operating profit growth of 24.4% to $3,213 million and net income attributable to PepsiCo up 26.9% to $2,327 million ($1.70 diluted EPS). However, net cash provided by operating activities was only $41 million, a significant improvement from -$973 million but still modest amid increases in receivables ($530 million) and inventories ($315 million). Total assets expanded 3.0% QoQ to $110,646 million, though short-term debt obligations doubled to $10,151 million.
- ·Segment operating profits: PFNA $1,429M, PBNA $736M, IB Franchise $321M, EMEA $278M, LatAm Foods $428M, Asia Pacific Foods $217M.
- ·Gross profit margin declined slightly to 55.2% from 55.8% YoY.
- ·Capital spending decreased to $447M from $603M YoY.
- ·Cash dividends declared $1,950M.
- ·Restructuring and impairment charges $133M (down from $213M YoY).
16-04-2026
Katapult Holdings, Inc. entered into the Tenth Limited Waiver to its Amended and Restated Loan and Security Agreement on April 15, 2026, in response to defaults including failure to maintain Minimum Trailing Three-Month Net Originations as of March 31, 2026, and excess charge-offs in collateral leases exceeding thresholds. The waiver permanently excuses the existing default and prevents advance rate reductions. This marks the tenth such waiver since the original agreement dated June 12, 2025, signaling ongoing covenant compliance challenges.
- ·Previous waivers include: First (Sep 15, 2025), Second (Sep 29, 2025), Third (Oct 13, 2025), Fourth (Oct 20, 2025), Fifth (Oct 27, 2025), Sixth (Oct 29, 2025), First Amendment (Nov 2, 2025), Second Amendment (Dec 11, 2025), Seventh (Jan 15, 2026), Eighth (Feb 13, 2026), Ninth (Mar 9, 2026).
16-04-2026
Insteel Industries reported Q2 FY2026 net sales of $172.7 million, up 7.5% YoY driven by 14.2% higher average selling prices, but net earnings fell to $5.2 million ($0.27/share) from $10.2 million ($0.52/share) due to narrower spreads, 5.9% lower shipments from weather disruptions, and higher unit costs, narrowing gross margin to 9.6% from 15.3%. For the first six months of FY2026, net sales rose to $332.6 million and net earnings increased to $12.8 million ($0.65/share) from $11.3 million ($0.58/share), though gross margin narrowed to 10.4% from 11.7%. The company ended the quarter with $15.1 million in cash and no debt, while outlook remains positive on healthy demand despite temporary weather delays.
- ·Operating cash flow for Q2 FY2026 was $4.8 million vs. use of $3.3 million in Q2 FY2025.
- ·Net working capital used $1.4 million in Q2 FY2026 vs. $21.9 million in Q2 FY2025.
- ·No debt outstanding on $100.0 million revolving credit facility.
- ·Capital expenditures expected up to $20.0 million for FY2026, focused on cost improvements, ESM growth, and maintenance.
- ·Cash dividends declared $0.03 per share in Q2 FY2026.
16-04-2026
Coca-Cola Europacific Partners plc (CCEP) issued a release on April 16, 2026, announcing the availability of proxy materials for its 2026 Annual General Meeting (AGM) scheduled for May 28, 2026, including the Notice of AGM, Form of Proxy, and Amended Long Term Incentive Plan Rules, filed as Exhibits 99.1, 99.2, 99.3, and 4.1. The company operates across 31 countries, serving nearly 600 million consumers and over 4 million customers. No financial performance metrics or period comparisons were disclosed in the filing.
- ·CCEP listed on Euronext Amsterdam, NASDAQ, London Stock Exchange, and Spanish Stock Exchanges; constituent of NASDAQ 100 and FTSE 100 indices; trading symbol CCEP (ISIN GB00BDCPN049).
- ·Principal executive offices: Pemberton House, Bakers Road, Uxbridge, UB8 1EZ, United Kingdom.
- ·Contact emails: svetlana.walker@ccep.com, sarah.willett@ccep.com, mediaenquiries@ccep.com.
16-04-2026
BNY reported record Q1 2026 total revenue of $5.4 billion, up 13% YoY and 4% QoQ, driven by 11% YoY fee revenue growth and 18% YoY net interest income increase, with diluted EPS rising 42% YoY to $2.24 and ROTCE at 29%. However, AUM declined 2% QoQ to $2.1 trillion amid net outflows, Investment and Wealth Management segment revenue fell 3% QoQ, and Issuer Services revenue dropped 16% QoQ. Noninterest expense rose 5% YoY to $3.4 billion, though pre-tax operating margin expanded to 37%.
- ·Average liquidity coverage ratio (LCR) of 111%; Average net stable funding ratio (NSFR) of 131%.
- ·Tier 1 leverage ratio of 6.0%; CET1 ratio of 11.0%.
- ·Securities Services AUC/A of $42.7T (flat QoQ, up 13% YoY).
- ·Market and Wealth Services AUC/A of $16.5T (up 2% QoQ, 11% YoY).
- ·Provision for credit losses benefit of $7M in Q1 2026.
16-04-2026
Korro Bio, Inc. (KRRO) filed a Definitive Additional Proxy Statement (DEFA14A) on April 16, 2026, for its Annual Meeting of Stockholders scheduled for June 11, 2025, at 11:00 AM ET via the Internet. Key proposals include the election of three Class III directors (Ram Aiyar, Jean-Francois Formela, Katharine Knobil) for three-year terms expiring in 2028, a non-binding advisory vote on named executive officer compensation, a non-binding advisory vote on the frequency of future say-on-pay votes (board recommends one year), and ratification of Ernst & Young LLP as independent auditors for the fiscal year ending December 31, 2025. Stockholders of record as of April 15, 2025, must access full proxy materials online at www.proxydocs.com/KRRO to vote.
- ·Board recommends: FOR nominees in Proposal 1, FOR frequency of one year in Proposal 3, FOR Proposals 2 and 4.
- ·Registration deadline to attend/participate online: 5:00 PM ET on June 10, 2025.
- ·Proxy materials available at www.proxydocs.com/KRRO; paper copies via www.investorelections.com/KRRO or 1-866-648-8133.
16-04-2026
Marsh & McLennan Companies reported Q1 2026 consolidated revenue of $7.6 billion, up 8% YoY (4% underlying), with adjusted operating income increasing 8% to $2.4 billion and adjusted EPS rising 8% to $3.29. However, GAAP operating income declined 12% to $1.8 billion due to a $425 million Greensill litigation charge, causing Risk & Insurance Services operating income to fall 19% to $1.3 billion. Consulting revenue grew 11% to $2.6 billion (5% underlying), though Mercer Career revenue declined 2% underlying, while Marsh Risk and Guy Carpenter showed 4% and 2% underlying growth respectively.
- ·Repurchased 4.2 million shares for $750 million in Q1 2026.
- ·Issued $600 million senior notes and repaid $600 million maturing senior notes in Q1 2026.
- ·Conference call held April 16, 2026 at 8:30 a.m. Eastern time.
16-04-2026
Korro Bio, Inc. (KRRO) filed its DEF 14A definitive proxy statement on April 16, 2026, for the virtual 2026 Annual Meeting of Stockholders on June 10, 2026, at 8:30 a.m. ET, with a record date of April 13, 2026. Proposals include election of Class I directors Nessan Bermingham and Rachel Meyers for three-year terms, a non-binding advisory vote to approve named executive officer compensation, and ratification of Ernst & Young LLP as independent auditor for the fiscal year ending December 31, 2026. No financial performance metrics or period-over-period comparisons are detailed in the filing.
- ·Virtual meeting registration deadline: June 9, 2026, at 5:00 p.m. ET at www.proxydocs.com/KRRO.
- ·Notice of Availability mailed on or about April 20, 2026.
- ·Company address: 60 First Street, 2nd Floor, Suite 250, Cambridge, MA 02141.
- ·References 2025 Annual Report (Form 10-K for fiscal year ended December 31, 2025) available online.
16-04-2026
Travelers Companies, Inc. reported Q1 2026 total revenues of $11,924 million, up 1% YoY from $11,810 million, with net investment income rising 8% to $1,008 million, but premiums slightly down 1% to $10,605 million and Personal Insurance premiums declining 4% YoY to $4,094 million. Net income surged 333% to $1,711 million from $395 million, primarily due to claims and claim adjustment expenses dropping 20% to $6,382 million. Comprehensive income increased to $1,133 million from $794 million despite a net OCI loss of $578 million.
- ·Proceeds from divestiture of Canadian business: $2,384 million in Q1 2026.
- ·Net cash provided by operating activities: $2,198 million in Q1 2026 (up from $1,360 million YoY).
- ·Treasury stock acquired under repurchase authorizations: $1,800 million and 6.0 million shares in Q1 2026.
- ·Total shareholders’ equity: $31,986 million as of March 31, 2026 (down from $32,894 million at Dec 31, 2025).
- ·Cash dividends declared per common share: $1.10 in Q1 2026 (up from $1.05).
16-04-2026
Federal Home Loan Bank of Des Moines filed an 8-K on April 16, 2026, under Items 2.03 and 9.01, disclosing six new fixed-rate callable bond issuances with a total par value of $90,000,000 traded on April 13-14, 2026. The bonds feature Optional Principal Redemption provisions (American or Bermudan styles), coupon rates ranging from 4.02% to 5.05%, and maturities from 2029 to 2036. This represents the creation of direct financial obligations with no comparative performance data provided.
- ·Trade dates: April 13, 2026 (two bonds) and April 14, 2026 (four bonds)
- ·Settlement dates: primarily April 23, 2026
- ·Maturity dates: April 23, 2036 (four bonds), April 23, 2031 (one bond), October 22, 2029 (one bond)
- ·Coupon rates: 5.00% (two bonds), 5.05% (two bonds), 4.30% (one bond), 4.02% (one bond)
- ·Call styles: American (four bonds), Bermudan (two bonds)
- ·CUSIPs: 3130BACX3 (two issuances), 3130BACY1 (two issuances), 3130BADG9, 3130BADU8
16-04-2026
GM Financial Consumer Automobile Receivables Trust 2026-2, a newly formed issuing entity, closed the issuance of $1,269,810,000 in asset-backed notes on April 15, 2026, secured by prime consumer automobile loan contracts (Receivables). The notes comprise Class A-1 ($218,350,000 at 3.826%), Class A-2-A ($375,400,000 at 4.05%), Class A-2-B ($100,000,000 floating rate), Class A-3 ($475,400,000 at 4.15%), Class A-4 ($60,170,000 at 4.22%), Class B ($20,900,000 at 4.44%), and Class C ($19,590,000 at 4.64%). The transaction involves AFS SenSub Corp. as depositor, AmeriCredit Financial Services, Inc. d/b/a GM Financial as sponsor and servicer, with underwriting led by J.P. Morgan Securities LLC.
- ·Closing Date: April 15, 2026
- ·Underwriting Agreement dated April 8, 2026
- ·Trust Agreement originally dated February 27, 2026, amended and restated April 15, 2026
- ·Indenture, Sale and Servicing Agreement, and Purchase Agreement all dated April 15, 2026
- ·GM Financial serves as Servicer and Custodian
- ·Clayton Fixed Income Services LLC as Asset Representations Reviewer
16-04-2026
Colgate-Palmolive Company issued a reminder letter on April 16, 2026, urging certain stockholders to vote ahead of the 2026 Annual Meeting of Stockholders scheduled for May 8, 2026, via live webcast, with a voting deadline of 11:59 p.m. ET on May 7, 2026. Voting items include the election of 10 director nominees, ratification of PricewaterhouseCoopers LLP as independent auditors, an advisory vote to approve executive compensation (all Board-recommended 'For'), and two stockholder proposals on removing DEI from board candidate considerations and appointing an independent board chairman (Board-recommended 'Against'). No financial metrics or performance data are disclosed in this supplemental proxy solicitation.
- ·Voting methods: Internet (www.proxyvote.com), Telephone (1-800-690-6903), Mail.
- ·Virtual meeting access: www.virtualshareholdermeeting.com/CL2026 at 10:00 a.m. Eastern Daylight Time on May 8, 2026.
- ·Proxy materials available online at www.ProxyVote.com; paper copies requestable by April 24, 2026.
16-04-2026
Faraday Future Intelligent Electric Inc. amended its securities purchase agreement with Gold King Arthur Holding Limited, a purchaser designated by AIxCrypto Holdings Inc., increasing the total investment from $10 million to $12 million, consisting of $500,000 in common stock (1,923,077 shares at $0.26 per share) and $11.5 million in convertible Series C preferred stock. The amendment eliminates the anti-dilution true-up provision, replacing it with a warrant to purchase up to 1,000,000 shares of common stock at $1.50 per share (4-year term, exercisable after delivery of the 500th FX Super One vehicle), which the company views as favorable to existing stockholders. Proceeds will fund the EAI robotics business targeting 1,000 deliveries with positive contribution margin and FX Super One advancement in 2026.
- ·Per share purchase price revised to average closing price of 10 trading days prior to April 14, 2026 signing date: $0.26
- ·Warrant exercise price: $1.50 per share; term: 4 years
- ·Initial Agreement dated February 4, 2026
- ·AIxC pre-funded the $12 million on behalf of the investor
16-04-2026
Aptera Motors Corp (SEV), an emerging growth public benefit corporation developing highly efficient solar electric vehicles (SEVs) like the flagship three-wheeled Aptera, filed Amendment No. 1 to its S-1 registration statement (No. 333-294942) on April 16, 2026, solely to update incorporated filings including its 10-K for FY ended December 31, 2025. Selling stockholders may offer up to 4,751,250 shares of Class B common stock issuable upon warrant exercise, with any proceeds from exercises used for working capital; however, the company has not commenced production, faces scaling risks, intense competition, technology challenges, and requires significant additional funding. Common stock trades on Nasdaq under 'SEV', with the firm qualifying as an EGC due to less than $1.235 billion in revenue.
- ·Company formed March 4, 2019, as Delaware public benefit corporation; headquarters in Carlsbad, California.
- ·Class B common stock is non-voting until Final Conversion Date when no Class A shares remain.
- ·Intends to disclose material information via SEC filings, investor relations website, press releases, conference calls, webcasts, and social media.
16-04-2026
MOVEIX Inc. reported zero revenue for the year ended December 31, 2025, unchanged from 2024, with administrative expenses declining 28.6% to $51,393 from $71,996, resulting in a reduced net loss of $51,393 versus $71,996 in the prior year. However, total assets fell sharply to $333 from $845, driven by lower prepaid expenses, while related party notes payable increased to $228,687 from $177,806, widening the stockholders' deficit to $232,355 from $180,961. The company generated no cash from operations and remains fully reliant on related party financing, with zero cash balance at year-end.
- ·Basic and diluted loss per common share remained at $(0.00) for both years.
- ·Net cash used in operating activities improved to $(50,881) from $(63,341), fully offset by $50,881 in related party loan proceeds.
- ·Accrued expenses flat at $4,000 both periods.
- ·No cash balance at beginning or end of either period.
- ·Additional paid-in capital slightly declined to $215,217 from $215,218.
16-04-2026
MontVue Capital Management, Inc. disclosed total holdings valued at $146,747,968 across 67 positions as of March 31, 2026, in its quarterly 13F-HR filing submitted on April 16, 2026. All positions are held with sole investment discretion and voting power, with no put/call options, shared voting authority, or other managers reported. Largest holdings include iShares Core S&P Total U.S. Stock Market ETF ($27,324,243), iShares Core MSCI Total International Stock ETF ($19,634,989), and Vanguard Total Stock Market ETF ($17,198,500), alongside individual stocks like Tesla Inc. ($984,766) and Microsoft Corp. ($699,252).
- ·Business address: 900 Main Street, Lynchburg, VA 24504
- ·Business phone: 434-455-2795
- ·State of incorporation: VA
- ·Fiscal year end: December 31
- ·SEC file number: 028-23567
- ·EIN: 541927440
16-04-2026
Isabella Bank Corporation filed a Form S-3 shelf registration statement with the SEC on April 16, 2026, enabling the potential offer and sale of up to $75,000,000 in debt securities, common stock, subscription rights, warrants, or units on a continuous or delayed basis from time to time. No specific offerings are commenced, with details to be provided in future prospectus supplements. The filing notes the company is both an accelerated filer and a smaller reporting company, with common stock listed on Nasdaq under 'ISBA'.
- ·Registrant is a Michigan corporation with I.R.S. Employer Identification No. 38-2830092.
- ·Principal executive offices: 401 N. Main Street, Mt. Pleasant, MI 48858; telephone (989) 772-9471.
- ·Incorporates by reference Annual Report on Form 10-K for year ended December 31, 2025 (filed March 13, 2026), Definitive Proxy Statement (filed March 23, 2026), and Current Reports on Form 8-K (January 5, 2026; February 26, 2026; March 25, 2026).
- ·Securities not insured by FDIC or guaranteed by subsidiaries.
16-04-2026
Clearway Energy, Inc. issued a press release on April 16, 2026, urging stockholders to vote 'FOR' the Charter Amendment Proposal at the April 29, 2026 Annual Meeting to simplify its public share class structure by converting Class A common stock into Class C common stock, eliminating voting disparities and addressing valuation discounts. The Board and ISS recommend approval, citing benefits like improved trading liquidity and broader investor appeal, with a Voting Trust Agreement to preserve public stockholders' relative voting power. The company operates a portfolio of approximately 12.9 GW gross capacity across 27 states, including 10.1 GW of wind, solar, and battery storage.
- ·Record date: March 19, 2026
- ·Proxy voting deadline: 11:59 p.m. Eastern Time on April 28, 2026
- ·Annual Meeting: April 29, 2026 at 9:00 a.m. Eastern Time (virtual)
- ·ISS report date: April 9, 2026
- ·Proxy solicitor contact: (800) 322-2885 or proxy@mackenziepartners.com
- ·Websites: www.votefor.clearwayenergy.com, investor.clearwayenergy.com
16-04-2026
Myomo, Inc. (NYSE American: MYO) appointed William 'Will' Febbo as a director effective April 14, 2026, increasing its Board to six members until the 2028 annual meeting. Febbo brings over 30 years of experience in healthcare and technology, including growing OptimizeRx Corporation revenue from $5 million to $92 million with a 41% five-year CAGR during his CEO tenure from 2015 to 2024. CEO Paul R. Gudonis highlighted Febbo's expertise in scaling direct-to-patient solutions and capital markets as key to Myomo's 2026 strategy.
- ·Febbo currently CEO and Director of Performance Health Systems (joined February 2026)
- ·Myomo headquartered in Burlington, Massachusetts
- ·MyoPro uses patient's EMG signals for non-invasive arm function restoration
16-04-2026
Lakeland Industries reported FY2026 net sales of $192.6 million, up 15.2% YoY driven by 48.6% growth in Fire Services to $93.6 million; however, Q4 FY26 sales declined 1.7% to $45.8 million, gross margins contracted 820bps to 32.9% for the year and 794bps to 32.2% in Q4, Adjusted EBITDA ex-FX fell 58.5% to $7.2 million, and net loss widened 40.0% to $25.3 million. The company generated positive operating cash flow improvement in Q4, completed HPFR and HiViz divestiture for $14 million cash, reduced inventory by $5.3 million since October, and targets high single-digit revenue growth with positive cash flow in FY2027. New NFPA 1970 certifications enhance the full head-to-toe fire PPE portfolio.
- ·Cash flows from operations improved $1.8 million in Q4 FY26 vs prior periods.
- ·U.S. sales $81.6 million (42% of FY2026 total), international $111.0 million (58%).
- ·Operating expenses $77.0 million FY2026, up 14.2% YoY.
- ·Goodwill impairment $2.6 million (LHD) and lease impairment $3.6 million (Monterrey) in FY2026.
- ·Gain on Decatur warehouse sale $4.3 million pre-tax.
- ·Q4 FY26 Europe sales $12.1 million (-17% YoY), LATAM $3.8 million (-5% YoY), Asia $4.3 million (+19% YoY).
16-04-2026
GE Aerospace (General Electric Company) filed a supplement to its 2026 Proxy Statement on April 16, 2026, announcing the withdrawal of Proposal No. 6 by The Accountability Board, effective April 15, 2026. The withdrawn proposal, requesting the right to act by written consent, will not be presented or voted on at the virtual Annual Meeting of Shareholders on May 5, 2026, at 10:00 a.m. Eastern Time. All other proposals proceed as originally stated, with existing proxy cards and votes remaining valid except for Proposal No. 6.
- ·Proponent of withdrawn proposal: The Accountability Board
- ·No new proxy cards or voting instruction forms will be distributed
- ·Shareholders who have already voted do not need to take action unless wishing to change or revoke their vote
16-04-2026
Simmons First National Corporation reported first quarter 2026 net income of $68.5 million and diluted EPS of $0.47, down from $78.1 million and $0.54 in Q4 2025 but up significantly from $32.4 million and $0.26 in Q1 2025. Total revenue declined to $241.4 million from $249.0 million QoQ while total loans grew 10% annualized to $17,933 million, NIM expanded 3 bps to 3.84%, and deposits were nearly flat at $20,203 million versus $20,184 million prior quarter. Asset quality showed NCO ratio of 0.21% versus 1.12% QoQ, though provision expense was $14.6 million.
- ·Unfunded commitments up 5% to $4,068 million QoQ
- ·CET1 ratio 11.58% versus 11.63% prior quarter
- ·ROAA 1.13% versus 1.28% QoQ
- ·Adjusted ROTCE 13.91% versus 16.10% QoQ
16-04-2026
KKR Real Estate Finance Trust Inc. held its 2026 Annual Meeting on April 14, 2026, electing all eight director nominees including Terrance R. Ahern and Paula Madoff, who received the highest support at 38,372,152 and 38,432,764 votes for respectively, though Irene M. Esteves and Christen E.J. Lee saw significant withheld votes at 5,792,730 and 5,619,057. Deloitte & Touche LLP's appointment as independent auditors for the fiscal year ending December 31, 2026 was ratified with 49,486,047 votes for versus 224,814 against and 277,216 abstentions. An advisory vote approved executive compensation with 37,405,184 for, 1,539,699 against, and 119,175 abstentions, amid 10,924,019 broker non-votes.
- ·Director election votes for: Terrance R. Ahern 36,801,171 (withheld 2,262,887); Jonathan A. Langer 36,492,956 (withheld 2,571,102); Deborah H. McAneny 36,269,370 (withheld 2,794,688); Ralph F. Rosenberg 36,934,295 (withheld 2,129,763)
- ·Meeting held with quorum present per Amended and Restated Bylaws
- ·Fiscal year for auditors: ending December 31, 2026
16-04-2026
Lakeland Industries reported net sales of $192.6M for the year ended January 31, 2026, up 15% YoY from $167.2M, driven by strong growth in Fire Services (+49% to $93.6M) and High Performance Wear (+23% to $8.1M), while U.S. sales surged 35% to $81.6M. However, gross profit margins contracted sharply to 32.9% from 41.1% amid higher cost of goods sold (67.1% vs 58.9%), leading to an operating loss of $15.5M and a net loss of $25.3M, wider than the prior year's $18.1M loss; segments like Wovens declined 32% to $11.5M and Disposables were nearly flat at $51.3M.
- ·Cash and cash equivalents declined to $12.5M from $17.5M.
- ·Long-term debt increased to $30.4M from $16.4M.
- ·Total assets slightly down to $209.9M from $212.5M.
- ·Goodwill impairment $2.6M in FY2026 vs $10.5M in FY2025.
- ·Gain on sale-leaseback $4.3M in FY2026.
- ·Lease impairments $3.6M in FY2026.
- ·Weighted average basic shares outstanding increased to 9.6M from 7.4M.
- ·Net loss per share basic $(2.63) vs $(2.43).
16-04-2026
JPMorgan Chase & Co. and its wholly owned subsidiary JPMorgan Chase Financial Company LLC filed an amended shelf registration statement (S-3/A) on April 16, 2026, enabling them to offer and sell various securities, including debt securities, warrants, units, and purchase contracts, from time to time via prospectus supplements. As of December 31, 2025, JPMorgan Chase & Co. had $4.4 trillion in assets and $362.4 billion in stockholders’ equity. Net proceeds will be used for general corporate purposes, such as investments in subsidiaries, dividends, extensions of credit, hedging, or financing acquisitions and business expansion.
- ·Incorporates by reference Annual Report on Form 10-K for year ended December 31, 2025; Current Reports on Form 8-K filed January 13, 2026 (twice on January 22), February 5, 2026, and April 14, 2026; Definitive Proxy Statement on Schedule 14A filed April 6, 2026.
- ·Securities issued by JPMorgan Financial will be fully and unconditionally guaranteed by JPMorgan Chase & Co.
- ·Principal executive office: 270 Park Avenue, New York, New York 10017; Telephone: (212) 270-6000.
16-04-2026
KonaTel, Inc. reported FY2025 revenue of $8,452,885, down 45.5% YoY from $15,503,251, with gross profit declining 23.5% to $2,612,210, resulting in a net loss of $2,647,053 versus a $4,801,601 profit in 2024 driven by a one-time $9,558,509 sale of IM Telecom interest. Operating expenses fell 33.5% to $5,290,592, narrowing the operating loss to $2,678,382 from $4,539,071. Total assets shrank 56.2% to $2,464,279 and stockholders' equity dropped 86.4% to $384,205, with cash ending at $704,867 down from $1,679,345.
- ·Basic EPS: ($0.06) in FY2025 vs $0.11 in FY2024 (Restated)
- ·Net cash used in operating activities: $1,907,128 in FY2025 vs $3,992,767 in FY2024
- ·Notes Receivable: $150,000 at Dec 31, 2025 vs $1,000,000 at Dec 31, 2024
- ·2024 financials restated with adjustment increasing net income by $310,783 primarily from sale of IM Telecom
16-04-2026
KonaTel, Inc. (KTEL) filed a Form 8-K on April 16, 2026, under Items 7.01 and 9.01, providing Regulation FD Disclosure via Exhibit 99, a press release dated April 16, 2026. The filing contains no specific financial or operational details in the body, referring solely to the exhibit. It was signed by D. Sean McEwen, Chairman, Chief Executive Officer, and Director.
16-04-2026
Diodes Incorporated issued a press release on April 16, 2026, announcing it will host a conference call on May 7, 2026, at 4:00 p.m. Central Time (5:00 p.m. Eastern Time) to discuss its first quarter 2026 financial results. The press release is furnished as Exhibit 99.1 under Item 9.01 and is not deemed filed under the Exchange Act.
16-04-2026
Vaughan Nelson Investment Management, L.P. filed its 13F-HR on April 16, 2026, reporting $9958179466 in total equity holdings as of March 31, 2026, across 735 positions as part of a combination report with Natixis affiliates. Significant positions include Alphabet Inc. Cl A (value $119453862, 415405 shares), Apple Inc. (value $96227016, 379160 shares), and Amazon.com Inc. (value $75432478, 362186 shares). The filing details holdings managed by multiple advisors with voting authority breakdowns but no quarter-over-quarter changes.
- ·Filing period end date: March 31, 2026
- ·SEC file number: 028-05840
- ·Business address: 600 Travis, Suite 3800, Houston, TX 77002
16-04-2026
On April 16, 2026, Oncotelic Therapeutics, Inc. (OTLC) filed a Form 8-K announcing the issuance of a press release detailing its Annual Results and corporate updates. The press release is furnished as Exhibit 99.1. No specific financial metrics or performance details are provided in the filing itself.
16-04-2026
Westmount Partners, LLC reported $406,263,421 in 13F securities across 264 holdings as of March 31, 2026, in its 13F-HR filing submitted on April 16, 2026. The portfolio is concentrated in large-cap technology stocks, with top positions in Apple Inc. ($43,838,017; 172,733 shares), NVIDIA Corporation ($15,617,111; 89,548 shares), and Microsoft Corp. ($14,060,356; 37,984 shares). Other notable holdings include Amazon.com Inc. ($9,995,496) and Alphabet Inc. Class A ($9,421,835), alongside significant ETF exposures from Dimensional and iShares.
- ·Filing date: April 16, 2026
- ·Report period end: March 31, 2026
- ·Business address: 2049 Century Park East, Suite 2500, Los Angeles, CA 90067
- ·SEC file number: 028-24542
16-04-2026
Cosmos Health reported FY 2025 revenue of $65.3M, up 20% YoY from $54.4M, with gross profit surging 83% to $7.9M and gross margin expanding 418 bps to 12.10%, while adjusted EPS improved 82% to ($0.12). However, net loss widened to ($19.1M) from ($16.2M), operating expenses rose to $24.6M due to investments and provisions, and stockholders' equity declined to $18.4M from $24.5M. Cash position strengthened 10x to $3.5M, supporting growth amid ongoing losses and strategic initiatives like a $300M financing facility.
- ·Secured $300M financing facility and initiated Ethereum treasury with $2M investment.
- ·Signed long-term contracts: 10-year with Provident for 8M packs, 5-year with Pharmex for 1.5M bottles, annual with Medical Pharmaquality for 3M pessaries.
- ·Secured buy-out rights for patented anticancer drugs valued at $24.5M targeting prostate, ovarian, colorectal cancers.
- ·Multiple AI patent filings: allergic inflammation (N2039646), gliomas/hematologic (N2039647, N2039645), multiple sclerosis (N2039644).
- ·NOOR Collagen projected $12M annualized revenue at 75% gross margins.
- ·€2.2M bond loan at 2.95% + 6-month Euribor.
- ·Regained Nasdaq minimum bid price compliance.
16-04-2026
Prologis reported strong Q1 2026 results with total revenues of $2,298M, up 7% YoY from $2,140M, Core FFO of $1,440M (up 6% YoY from $1,356M), and net earnings attributable to common stockholders of $980M (up 66% YoY from $592M). However, trailing four-quarter net effective rent change slowed to 27.1% from 43.4% in Q1 2025, cash rent change declined to 13.5%, and average occupancy remained flat at 94.8%. Guidance for 2026 Core FFO is $6.07-$6.23 per share, with same-store NOI growth projected at 6.25%-7.00% on a cash basis.
- ·Operating portfolio: U.S. 804M SF (84% of NOI), Europe 257M SF (9%), Other Americas 129M SF (5%), Asia 115M SF (2%)
- ·2026 guidance: Development stabilizations $2.5B-$3B (Prologis share owned and managed), Acquisitions $2B-$3B
- ·Customer retention trailing four quarters: 64.5%
- ·Weighted average term of leases started Q1 2026: 58 months
16-04-2026
BI Asset Management Fondsmaeglerselskab A/S filed its 13F-HR on April 16, 2026, disclosing U.S. equity holdings as of March 31, 2026, across over 200 positions with no prior period share counts or changes reported in the filing. Top holdings include NVIDIA Corporation at $851M (4.945 million shares), Amazon.com Inc at $190M (948k shares), and Mastercard Incorporated at $184M (369k shares). The portfolio features defined investment discretion with varying sole, shared, and none voting authority across positions.
- ·Filing period end date: March 31, 2026
- ·Filer address: Bredgade 40, Kobenhavn G7 1260
- ·All positions reported with DFND (defined) investment discretion
- ·NVIDIA shares: 4945120 with sole voting authority 3705204
16-04-2026
Kosmos Energy Ltd. filed Definitive Additional Proxy Materials (DEFA14A) on April 16, 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 specific financial or operational details are provided in the document header.
- ·Filing categorized as Definitive Additional Materials
- ·Filed by the Registrant (checked box)
- ·No fee required (checked box)
16-04-2026
Kosmos Energy Ltd.'s 2026 Proxy Statement outlines 2026 priorities including 15% YoY production growth, 20% operating cost reduction, and at least 10% net debt reduction, with Jubilee production forecast at 70,000-80,000 bopd gross and GTA Phase 1 targeting 32-36 LNG cargoes (up from 18.5 last year). Capital expenditures are set at approximately $350 million, primarily for Jubilee drilling. The annual meeting on May 28, 2026, seeks approval for director elections, auditor ratification, say-on-pay, and LTIP amendment; no declines or flat metrics are highlighted in the forward-looking guidance.
- ·Jubilee and TEN licenses extended to 2040.
- ·Annual meeting record date: March 30, 2026.
- ·Kosmos earned MSCI AAA rating for fourth consecutive year in 2025.
16-04-2026
For Q1 2026, Marsh & McLennan Companies reported revenue of $7,597M, up 7.6% YoY from $7,061M. However, operating expenses increased to $5,843M from $5,056M, driven by higher compensation and benefits (+7.3%) and other operating expenses (+42%), resulting in operating income declining 12.5% to $1,754M and net income attributable to the Company falling 17.0% to $1,146M (diluted EPS $2.36 vs $2.79). Total assets remained stable at $58,552M as of March 31, 2026, compared to $58,710M at year-end 2025.
- ·Operating cash flow was negative $688M in Q1 2026, compared to negative $622M in Q1 2025.
- ·Company repurchased treasury shares for $755M in Q1 2026, up from $300M YoY.
- ·Cash and cash equivalents decreased to $1,611M as of March 31, 2026 from $2,687M at December 31, 2025.
- ·Dividends declared per share increased to $1.80 from $1.63 YoY.
- ·Comprehensive income attributable to the Company was $1,015M in Q1 2026, down from $1,725M in Q1 2025.
16-04-2026
Modular Medical, Inc. received notification from Nasdaq on April 15, 2026, that it regained compliance with the minimum bid price requirement under Listing Rule 5550(a)(2), as its common stock closed above $1.00 for 10 consecutive trading days ending April 14, 2026. Nasdaq considers the compliance matter closed. No financial metrics or period comparisons were reported.
- ·Company address: 10740 Thornmint Road, San Diego, CA 92127
- ·Trading symbol: MODD on Nasdaq
- ·Press release issued April 16, 2026, filed as Exhibit 99.1
16-04-2026
McClarren Financial Advisors, Inc. filed its 13F-HR report disclosing equity holdings totaling $168878835 as of March 31, 2026, across 79 positions, all held on a sole discretionary basis. The portfolio is dominated by ETFs including Vanguard Total Stock Market ETF ($18696628), Vanguard Ultra-Short-Term Bond ETF ($15423130), and various iShares and other index funds, with individual stocks like Apple Inc. ($5263395) comprising a smaller portion. No changes in ownership style or other voting authority categories were reported.
- ·Filing date: April 16, 2026
- ·Report period end date: March 31, 2026
- ·Business address: 1364 S. Atherton Street, State College, PA 16801
- ·Phone: 814-235-1940
- ·SEC file number: 028-20497
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