S&P 500 Consumer Staples Sector SEC Filings — April 21, 2026

21-04-2026

EquipmentShare.com Inc (EQPT) filed a DEFA14A Definitive Additional Proxy Materials on April 21, 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 substantive proxy details, financial data, or voting matters are included in the provided content.

21-04-2026

Pinnacle Wealth Management Advisory Group, LLC filed its 13F-HR on April 21, 2026, reporting equity holdings as of March 31, 2026, with no prior period comparisons provided in the filing. Top positions include Apple Inc at $55162650 (217355 shares sole discretion), Invesco QQQ Trust Series I ETF at $37945928 (65744 shares sole), Alphabet Inc Cap Cl A at $24144111 (83962 shares sole), Broadcom Inc at $19230431 (62132 shares sole), and Amazon.Com Inc at $16554022 (79483 shares sole). The diversified portfolio spans technology leaders, ETFs, healthcare, and financials, with several smaller positions at $0 value but non-zero shares indicating potential liquidations or valuation issues.

• ·Several positions show split voting authority, e.g., American Express Co (23994 total shares: 23044 sole voting, 950 other voting)
• ·Amgen Inc (13876 total shares: 13836 sole voting, 40 other voting)
• ·Positions with $0 market value but shares outstanding include Hemp Inc (25000 shares, all other voting), Global Security & Intelligence (10000 shares), IDdriven Inc (10000 shares), Innovet Inc (32500 shares), Intl Meta Sys Inc (37000 shares)

21-04-2026

Delek US Holdings, Inc. announced the appointment of Amber Russell as Executive Vice President, Refining, effective April 20, 2026, succeeding Joseph Israel, who is departing after contributions to operational excellence. Ms. Russell brings nearly three decades of experience from ExxonMobil and bp, including senior roles in refining, terminals, and pipelines. Avigal Soreq, President and CEO, highlighted her expertise as key to strengthening Delek's refining platform.

• ·Ms. Russell will be based at Delek’s Brentwood, Tennessee office and report directly to Avigal Soreq.
• ·Announcement dated April 20, 2026; SEC filing April 21, 2026.

21-04-2026

Prelude Therapeutics Incorporated (Nasdaq: PRLD) announced the pricing of an underwritten public offering of 18,018,014 shares of common stock at $4.44 per share and pre-funded warrants to purchase up to 2,252,252 shares at $4.4399 per warrant, expecting gross proceeds of approximately $90.0 million before expenses. The offering, led by new investor RA Capital Management with participation from Soleus Capital and others, is anticipated to close on or about April 21, 2026, with net proceeds allocated to general corporate purposes including research, preclinical, and clinical development of product candidates. No declines or flat metrics were reported in this financing announcement.

• ·Registration statement on Form S-3 filed with SEC on May 30, 2024, declared effective June 10, 2024.
• ·Offering joint book-running managers: Goldman Sachs & Co. LLC, Evercore ISI, Citizens Capital Markets.

21-04-2026

Morton Brown Family Wealth, LLC disclosed 292 equity positions totaling $378,411,780 in its 13F-HR filing for the quarter ended March 31, 2026. The portfolio features heavy ETF allocations, led by SCHWAB U.S. BROAD MARKET ETF at $100,848,498 (4,017,868 shares), AVANTIS EMERGING MARKETS EQUITY ETF at $37,494,580 (465,309 shares), and iShares National Muni Bond ETF at $18,613,984 (175,355 shares). Individual stocks like Apple Inc. ($2,178,534, 8,584 shares) and NVIDIA Corporation ($618,522, 3,547 shares) represent smaller but notable positions, with no reported changes or performance metrics.

• ·All positions held as sole discretionary with zero put/call options or other manager shares.
• ·Firm based in Allentown, PA.
• ·Filing covers period ended March 31, 2026, submitted April 21, 2026.

21-04-2026

PennyMac Mortgage Investment Trust's 2026 Proxy Statement seeks shareholder approval for the election of three Class II trustees (Preston DuFauchard, Nancy McAllister, and Stacey D. Stewart), ratification of the independent registered public accounting firm for the fiscal year ending December 31, 2026, and an advisory vote to approve executive compensation. The document highlights strong corporate governance features, including 78% independent trustees, robust share ownership guidelines (5x base retainer for non-management trustees, $2 million for CEO, $500,000 for other executives), shareholder rights to amend bylaws, and board refreshment with five new trustees added since 2021. It references 2025 business performance and shareholder returns outperforming indices as detailed in the Form 10-K filed February 18, 2026, with no declines noted in the provided content.

• ·2026 Annual Meeting: Tuesday, June 16, 2026, at 11:00 a.m. Pacific Time, online at www.virtualshareholdermeeting.com/PMT2026.
• ·Record Date: April 20, 2026.
• ·Mail Date: April 21, 2026.
• ·Preston DuFauchard elected Independent Lead Trustee on March 19, 2024, for a three-year term.
• ·Shareholder right to amend bylaws: majority vote by group of up to five shareholders holding at least 1% of common shares for one year.
• ·Trustee limits: CEO limited to two outside public boards; others to five.
• ·2025 Form 10-K filed February 18, 2026.

21-04-2026

Faraday Future received full $45 million in low-cost, low-dilution financing from a U.S. institutional investor, with $15 million immediately available to accelerate EAI robotics and FX Super One deliveries, and approximately 120 million shares reserved for potential future conversion. The proxy seeks stockholder approval for a 45% increase in authorized shares (~140 million additional) and a reverse stock split as a precautionary measure for Nasdaq listing compliance, while new executive directors Jerry Wang and Lucky Jiang join the board amid management restructuring. This funding follows the closure of an SEC investigation without action, signaling capital market recognition, though Nasdaq compliance and dilution risks persist.

• ·Notes not redeemable until at least six months after closing.
• ·EAI Developer Ecosystem Forum and FF EAI Robotics platform launch scheduled for April 25, 2026, in San Francisco Bay Area.
• ·SEC investigation closed with no enforcement action less than one month prior.

21-04-2026

GE Aerospace reported strong Q1 2026 results with total orders surging 87% to $23.0B, GAAP revenue up 25% to $12.4B, and adjusted revenue growing 29% to $11.6B, driven by 34% growth in Commercial Engines & Services (CES) revenue and 19% in Defense & Propulsion Technologies (DPT). However, GAAP profit declined 2% to $2.2B with profit margin contracting 490 bps to 17.7%, operating profit margin down 200 bps to 21.8% despite 18% operating profit growth, and CES/DPT margins declining 230 bps and 20 bps respectively. The company maintained full-year 2026 guidance across key metrics like adjusted revenue growth of +21%, operating profit $9.85B-$10.25B, adjusted EPS $7.10-$7.40, and FCF $8.0B-$8.4B, trending toward the high-end.

• ·CES services revenue up 39% YoY with internal shop visit revenue +35% and spare parts +25%; equipment revenue +20%.
• ·CES orders +93% YoY with services +49% and equipment more than tripling.
• ·DPT orders +67% YoY; defense & systems revenue +14% with deliveries +24%; propulsion & additive technologies revenue +29%.
• ·Engine deliveries increased 43% YoY; material input from priority suppliers up double-digits sequentially.
• ·Full-year 2026 CES guidance: revenue growth mid-teens (mid-teens services, mid-to-high-teens equipment), operating profit $9.6B-$9.9B.
• ·Full-year 2026 DPT guidance: revenue growth mid-to-high-single-digits, operating profit $1.55B-$1.65B.
• ·Q1 charges related to long-term service agreements ~$30M (including $100M reversal of prior tariff charge).

21-04-2026

Valmont Industries reported Q1 2026 net sales up 6.2% YoY to $1.03 billion, driven by 14.1% growth in Infrastructure sales to $805.9 million, particularly 27.4% in North America Utility; however, Agriculture sales declined 15.1% to $227.0 million due to lower international volumes and market softness. Operating income rose 21.3% to $155.6 million (15.1% margin), diluted EPS increased 27.5% to $5.51, and full-year 2026 EPS guidance was raised to $21.50-$23.50 from $20.50-$23.50.

• ·Net leverage ratio ~1.1x as of Q1 2026 end
• ·Returned $57.5M in share repurchases and $13.3M in dividends in Q1 2026
• ·Quarterly cash dividend increased 13% to $0.77 per share ($3.08 annualized)
• ·Full-year 2026 guidance: Infrastructure sales $3.3-$3.45B (up from $3.25-$3.4B), Agriculture sales $0.9-$0.95B (down from $0.95-$1.0B), capex $170-$200M
• ·North America Coatings sales up 13.3% YoY
• ·Product line reporting realigned for better market reflection

21-04-2026

On April 16, 2026, the Board of Directors of Donnelley Financial Solutions, Inc. authorized a new share repurchase program for up to $150 million of the company's outstanding common stock, commencing April 17, 2026, and effective through December 31, 2027. This program replaces the prior $150 million authorization, which had approximately $15 million remaining. Repurchases will be at management's discretion based on market conditions and may utilize a Rule 10b5-1 plan.

• ·Common Stock: Par Value $0.01, Trading Symbol DFIN on NYSE
• ·Share repurchases may be conducted on the open market or in privately negotiated purchases

21-04-2026

PMGC Holdings Inc.'s wholly owned subsidiary SVM Machining, Inc. signed a Long-Term Agreement with Turbo-Jet Products Co., Inc. to supply mission-critical aerospace and defense components, marking the third such agreement by PMGC subsidiaries in 2026. The LTA features an initial five-year term with annual renewals, strengthening SVM's aerospace and defense supply chain position. No financial terms or performance metrics were disclosed.

• ·SVM is ISO 9001:2015 certified and ITAR registered as of March 20, 2026.
• ·SVM is actively pursuing AS9100 certification.
• ·LTA provides framework for all future purchase orders and supports U.S. government and defense-related contracts in compliance with FAR and DFARS.

21-04-2026

Modular Medical, Inc. (NASDAQ:MODD) announced the pricing of a registered direct offering of 750,000 shares of common stock at $4.50 per share, expected to generate gross proceeds of approximately $3.4 million before fees and expenses. The offering is expected to close on or about April 21, 2026, with Maxim Group LLC acting as the sole placement agent. No other comparative financial metrics were provided in the announcement.

• ·Shelf registration statement on Form S-3 (File No. 333-287313) declared effective by SEC on May 22, 2025.
• ·Press release dated April 19, 2026; 8-K filing dated April 21, 2026.

21-04-2026

Northfield Bancorp reported Q1 2026 net income of $11.8 million ($0.30 diluted EPS), swinging from a $27.4 million loss ($0.69 EPS) in Q4 2025 due to the absence of a $41.0 million goodwill impairment, and up from $7.9 million ($0.19 EPS) in Q1 2025, driven by $37.0 million net interest income (up 16.3% YoY, 0.8% QoQ) and NIM expansion to 2.76% (up 38 bps YoY, 6 bps QoQ). Deposits excluding brokered grew $83.3 million (8.4% annualized QoQ) with cost declining to 1.74%, and a $0.13 per share dividend was declared. However, loans declined $48.8 million (5.1% annualized QoQ, primarily multifamily), non-performing loans rose to 0.56% from 0.42%, net charge-offs were $1.4 million, and merger expenses reached $1.7 million.

• ·Provision for credit losses on loans: $247,000 Q1 2026 vs $2.6 million Q1 2025 (decrease of $2.3 million), $1.7 million Q4 2025.
• ·Net charge-offs: $1.4 million Q1 2026 (incl. $1.3 million small business unsecured C&I) vs $2.8 million Q1 2025, $411,000 Q4 2025.
• ·Non-interest income: $3.4 million Q1 2026, up 12.9% YoY but down from $4.7 million Q4 2025.
• ·Non-interest expense: $23.3 million Q1 2026, up 8.5% YoY but down 62.5% QoQ (ex-goodwill).
• ·Small business unsecured C&I loan portfolio: $17.6 million at March 31, 2026.
• ·Dividend payable May 20, 2026 to stockholders of record May 6, 2026.

21-04-2026

Greenfield FTC, Inc. filed a 13F-HR holdings report as of March 31, 2026, disclosing total portfolio value of $524350758. Holdings include SPDR S&P 500 ETF TR ($451826316, 694754 shares), MSCI Emerging Markets ETF (EEM) ($44713209, 787343 shares), and MSCI EAFE ETF (EFA) ($27811233, 286330 shares), all with sole voting and investment discretion. No period-over-period changes are reported in the filing.

• ·CUSIP for SPDR S&P 500 ETF TR: 78462F103
• ·CUSIP for MSCI Emerging Markets ETF (EEM): 464287234
• ·CUSIP for MSCI EAFE ETF (EFA): 464287465
• ·Filing submitted from Reno, NV

21-04-2026

Standard Motor Products, Inc. (SMP) issued its definitive proxy statement (DEF 14A) on April 21, 2026, for the virtual Annual Meeting of Shareholders on May 21, 2026, at 2:00 p.m. EDT, with a record date of April 10, 2026, and 22,263,279 shares of common stock outstanding. Shareholders will vote to elect eight directors, ratify KPMG LLP as independent auditors for the fiscal year ending December 31, 2026, and approve an advisory resolution on named executive officer compensation. The filing accompanies the 2025 Annual Report and Form 10-K, and includes detailed executive compensation disclosures via XBRL tags for PEO and non-PEO NEOs across 2021-2025.

• ·Quorum requires majority of outstanding shares present in person or by proxy.
• ·Meeting held online at www.virtualshareholdermeeting.com/SMP2026.
• ·Proxy materials available at smpcorp.com under “For Investors—Financial Presentations & Documents.”

21-04-2026

ENIGMA-BULWARK, LTD reported that Board Member Mr. Phil Woolas ceased to serve effective March 16, 2026, due to his death, expressing great sadness over the loss of his guidance and contributions. The company noted his extensive background in UK politics, government, and security-related roles. No family relationships exist between Mr. Woolas and other officers or directors.

• ·Phil Woolas previously oversaw UK Border Agency with 120,000 staff and was responsible for portfolios including Local Government funding (circa £130 billion), Immigration Policy, and Civil Contingency Planning.
• ·The filing was signed by Calli Bucci, Chief Financial Officer, on April 20, 2026.

21-04-2026

Cherry Hill Mortgage Investment Corp's DEF 14A proxy statement details 2025 quarterly performance with GAAP BVPS economic returns showing declines in Q1 (-2.4%) and Q2 (-2.5%) but improvements in Q3 (3.6%) and Q4 (5.4%), amid BVPS fluctuating from $3.58 to $3.44 and common dividends cut from $0.15 to $0.10 per share. Total stockholders’ equity grew modestly from $229,632 thousand to $238,532 thousand, while common stockholders’ equity rose from $116,933 thousand to $126,398 thousand. Executive compensation included base salaries of $1,235,000 for Mr. Lown, $550,000 for Mr. Evans, and prorated $213,699 for Ms. Healey, plus recruitment bonuses of $275,000 and $250,000 respectively, with no equity awards granted in 2025.

• ·No equity awards granted to NEOs in 2025; first post-2025 award was 24,414 RSUs to Ms. Healey vesting 2/10/27.
• ·Clawback policy adopted in 2023 compliant with Rule 10D-1 and NYSE standards.
• ·Aggregate liquidation preference of Series A and B Preferred Stock: $109,643 thousand each quarter.
• ·Filing date: April 21, 2026.

21-04-2026

Beeline Holdings, Inc. (BLNE) filed a Form 8-K on April 21, 2026, under Items 7.01 (Regulation FD Disclosure) and 9.01, furnishing a press release dated April 21, 2026, as Exhibit 99.1. The press release information is not deemed 'filed' and is not subject to Section 18 liabilities of the Exchange Act or incorporated by reference into other filings. No specific financial or operational details from the press release are included in the filing body.

• ·Commission File Number: 001-38182
• ·IRS Employer Identification No.: 20-3937596
• ·Principal executive offices: 188 Valley Street, Suite 225, Providence, RI 02909
• ·Telephone: (888) 810-5760
• ·State of incorporation: Nevada
• ·Trading Symbol: BLNE

21-04-2026

NEXGEL, Inc. closed its license and acquisition of Celularity Inc.'s portfolio of 6 commercial-stage regenerative biomaterial products for degenerative diseases, financed by a $5.5 million convertible note led by Sequence LifeScience™. The transaction is expected to approximately triple NEXGEL’s annual revenue to $35 million on a pro-forma basis and be immediately accretive to profitability, with the launch of BioNX Surgical division. Sequence LifeScience™ will serve as contract manufacturer, with plans for three new product 510(k) filings in 2026, 2027, and 2028.

• ·Convertible note terms: $0.60 conversion price, 50% warrant coverage with $0.80 strike price.
• ·Shareholder update call: April 21, 2026 at 4:30 P.M. ET (1-800-267-6316 US Toll Free or 1-203-518-9783 International; webcast available).
• ·Acquired products focused on tendon repair, soft tissue reconstruction, and bone regeneration with over a decade of clinical use.

21-04-2026

Montrose Environmental Group, Inc. filed a Certificate of Amendment to its Amended and Restated Certificate of Incorporation, changing its name to Onterris, Inc. pursuant to Section 242 of the Delaware General Corporation Law. The amendment updates Article I to reflect the new name and was executed by Nasym Afsari, General Counsel and Secretary, on April 17, 2026, with the 8-K filed on April 21, 2026. This follows prior amendments dated November 25, 2013; December 6, 2017; April 13, 2020; July 21, 2020; May 10, 2024; and May 7, 2025.

21-04-2026

Eli Lilly and Company notified Rigel Pharmaceuticals, Inc. on April 16, 2026, of its election to terminate the License and Collaboration Agreement dated February 18, 2021, covering ocadusertib (previously R552) and other RIPK1 inhibitors for non-CNS and CNS diseases, with termination effective June 15, 2026. Rigel will regain full rights to the licensed compounds post-termination, providing potential for independent development. However, following this and the prior CNS program termination in November 2025, Rigel expects no future milestone payments or royalties under the agreement.

• ·Agreement granted Lilly exclusive worldwide license for non-CNS diseases and collaboration on CNS diseases.
• ·Rigel is evaluating the impact of the termination.

21-04-2026

TPG Inc.'s 2026 DEF 14A proxy statement seeks stockholder approval for the election of 14 directors at the Annual Meeting, including the 13 current directors (9 management and 4 independent) and new appointee Mr. McRaven effective May 1, 2026. As a controlled company, TPG is not required to have a majority independent board but has a plan for founder succession and transition to majority independent oversight. The filing references the company's Reorganization and IPO completed in January 2022, with no material financial performance changes disclosed.

• ·Annual Report on Form 10-K for year ended December 31, 2025 filed with SEC on February 17, 2026.
• ·Proxy materials first released to stockholders on or about April 21, 2026.
• ·Directors serve one-year terms, elected by plurality vote.

21-04-2026

Net sales rose 11.4% YoY to $433.0M for the three months ended March 31, 2026, driven by commercial (+16.2%) and institutional (+11.9%) segments, though rest of world sales remained flat at $11.2M. Operating income increased 29.5% to $82.1M and net income from continuing operations surged 43.7% to $58.9M, excluding prior-year discontinued operations income of $2.6M. Cash provided by operating activities grew 7.5% to $46.1M, but financing activities used $69.2M primarily for $50.0M stock repurchases and $18.4M dividends.

• ·Restructuring charges decreased to $0.9M from $1.7M YoY.
• ·SG&A expenses increased to $108.2M from $101.2M.
• ·Cash, cash equivalents and restricted cash ended at $273.5M, down from $300.5M at period start.
• ·Accrued restructuring costs at March 31, 2026: $0.9M.
• ·Income from discontinued operations: $0 in 2026 vs. $2.6M in 2025.

21-04-2026

Motorsport Games Inc. reconvened its 2026 Annual Meeting of Stockholders on April 21, 2026, but lacked a sufficient quorum and adjourned without conducting business. The meeting will reconvene on April 23, 2026, at 11:00 A.M. Eastern Time at the company's headquarters in Miramar, Florida. No changes have been made to the proposals, and the company continues to solicit votes from stockholders.

• ·Record date for the Annual Meeting remains February 27, 2026.
• ·Definitive proxy statement filed with SEC on March 16, 2026.
• ·Corporate headquarters: 3350 SW 148th Avenue, Suite 207, Miramar, FL 33027.

21-04-2026

ARMOUR Residential REIT, Inc. announced a cash dividend of $0.24 per share on its common stock for the month of May 2026. The dividend is payable on May 28, 2026 to holders of record as of May 15, 2026. A press release detailing the announcement is attached as Exhibit 99.1.

• ·Filing includes Exhibit 99.1: Press Release announcing the May 2026 common dividend
• ·Securities registered: Common Stock (ARR) and Preferred Stock Series C (ARR-PRC) on New York Stock Exchange

21-04-2026

Federal Agricultural Mortgage Corporation (Farmer Mac) filed an 8-K on April 21, 2026, under Items 7.01 (Regulation FD Disclosure) and 9.01, announcing via press release (Exhibit 99) the date and time of its conference call to discuss financial results for the fiscal quarter ended March 31, 2026. No financial metrics or period-over-period comparisons were disclosed in the filing.

• ·Fiscal quarter referenced: ended March 31, 2026
• ·Securities registered: Class A voting common stock (AGM.A), Class C non-voting common stock (AGM), Series D (AGM.PRD), Series E (AGM.PRE), Series F (AGM.PRF), Series G (AGM.PRG), Series H (AGM.PRH) on NYSE

21-04-2026

Stellar Bancorp, Inc. shareholders are voting on a proposed merger where each outstanding share of Stellar common stock (excluding certain shares) converts into $11.36 in cash and 0.3803 shares of Prosperity common stock at a fixed exchange ratio, exposing recipients to post-merger Prosperity stock price fluctuations. The proxy highlights significant risks including substantial merger-related and integration costs, potential failure to realize synergies, employee retention challenges, regulatory approval delays or conditions, and adverse effects on Prosperity's operations and stock value. A waiver of prior approval was obtained from the Federal Reserve Bank of Dallas on March 17, 2026, but further approvals from the Federal Reserve Board, FDIC, and Texas Department of Banking are pending.

• ·Exchange ratio: 0.3803 shares of Prosperity common stock per Stellar share
• ·Waiver of prior approval by Federal Reserve Bank of Dallas obtained on March 17, 2026
• ·Pending regulatory approvals from Federal Reserve Board or Federal Reserve Bank of Dallas, FDIC, and Texas Department of Banking
• ·Risk of conditions including branch divestitures or business restrictions in approvals

21-04-2026

Angel Oak Mortgage REIT, Inc. filed an 8-K on April 21, 2026, under Item 7.01 Regulation FD Disclosure, announcing via press release (Exhibit 99.1) the date of its first quarter 2026 financial results webcast and conference call. The filing includes standard registrant details, including securities registered on NYSE: common stock (AOMR), 9.500% Senior Notes due 2029 (AOMN), and 9.750% Senior Notes due 2030 (AOMD). No financial metrics or performance data were disclosed.

• ·Principal executive offices: 980 Hammond Drive, Suite 200, Atlanta, Georgia 30328
• ·Telephone: (404) 953-4900
• ·State of incorporation: Maryland
• ·Commission File Number: 001-40495
• ·I.R.S. Employer Identification No.: 37-1892154

21-04-2026

FHLBank Chicago reported Q1 2026 preliminary net income of $165 million, up 4% YoY from $158 million, driven by a 63% increase in noninterest income to $31 million, partially offset by losses on trading securities. Total assets rose 1% to $142,281 million from $141,202 million at December 31, 2025, with advances up 7% to $65,448 million; however, net interest income declined 1% YoY to $234 million and the net interest yield on average interest-earning assets fell 0.10 percentage points to 0.64%. The bank added $18 million to its AHP pool and contributed $10 million in voluntary community investment grants.

• ·Capital increased 4% to $9,844 million as of March 31, 2026.
• ·Consolidated obligation discount notes decreased 28% to $38,447 million.
• ·Noninterest expense increased 3% YoY to $82 million.
• ·Member standby letters of credit (off-balance sheet) down 5% to $12,181 million.
• ·Average interest-earning assets up 15% YoY to $146,702 million.

21-04-2026

BlackRock ESG Capital Allocation Term Trust (ECAT) filed Definitive Additional Proxy Materials (DEFA14A) on April 21, 2026, issuing a notice for its annual shareholder meeting on June 9, 2026, to elect nine trustees. The notice refers to the proxy statement filed on March 31, 2026, and requests that shareholders or affiliates with voting authority exercise discretion in voting shares.

• ·Former name: BlackRock ESG Capital Allocation Trust (changed May 27, 2021)
• ·No fee required for filing
• ·Filed under SEC Act 1934, File Number 811-23701

21-04-2026

On April 21, 2026, KKR Private Equity Conglomerate LLC announced the Transactional Net Asset Value per share for multiple classes of its shares as of March 31, 2026, ranging from $34.03 for Class R-U Shares to $36.94 for Class G and H Shares. No Class R-S or Class E shares were outstanding as of that date. A comparison to NAV as of December 31, 2025, is detailed in Exhibit 99.1.

• ·The Transactional Net Asset Value is used for sales and repurchases of the Company's shares.
• ·As of March 31, 2026, no Class R-S or Class E shares were outstanding.
• ·The Company is an emerging growth company and has not elected the extended transition period for new financial accounting standards.

21-04-2026

On April 15, 2026, PPG Industries granted performance-based Market Stock Unit (MSU) awards with a target value of $1,500,000 each to executives K. Henrik Bergstrom and Kevin Braun to align with shareholder interests over three years, while Chairman and CEO Timothy Knavish and retiring CFO Vincent Morales received none. At the 2026 Annual Meeting on April 16, 2026, shareholders elected all 12 director nominees (with some opposition, notably 15,994,919 votes against Catherine R. Smith), approved executive compensation, ratified PricewaterhouseCoopers LLP as auditors, and passed the 2026 Omnibus Incentive Plan, but rejected the shareholder proposal for an independent board chair. No financial performance declines were reported in the filing.

• ·MSUs vest on May 8, 2029, based on absolute stock price appreciation from 30-day average closing price preceding May 8, 2026; requires Adjusted Earnings Per Diluted Share threshold for FY ending December 31, 2028.
• ·Highest director opposition: Catherine R. Smith (15,994,919 against votes).
• ·Shareholder proposal for independent board chair: 59,695,284 For vs. 126,745,338 Against.

21-04-2026

Laurel Oak Wealth Management, LLC filed its 13F-HR report on April 21, 2026, for the quarter ended March 31, 2026, disclosing a portfolio of 360 holdings with a total market value of $595,495,652. Top holdings by value include Apple Inc. ($42,532,834), NVIDIA Corporation ($25,183,559), Amazon.com Inc. ($16,615,572), Alphabet Inc. Cl A ($16,430,637), and Microsoft Corp. ($12,465,925), all held with sole discretionary authority. The filing provides a snapshot of institutional equity positions with no period-over-period comparisons available.

• ·Business address: Five Greentree Center, 525 Route 73 N Ste 200, Marlton, NJ 08053-3422
• ·Most positions held with sole voting authority; minor shared/other authority in select holdings (e.g., Exxon Mobil Corp. sole 28435 of 28512 shares)

21-04-2026

MoonLake Immunotherapeutics has filed definitive additional proxy materials (DEFA14A) for its 2026 Annual General Meeting of Shareholders on June 4, 2026, at 8:00 a.m. ET in New York. Key proposals include the election of Spike Loy as Class I director until the 2029 AGM, ratification of Baker Tilly US, LLP as independent auditors for the year ending December 31, 2026, advisory approval of named executive officer compensation, and amendment/restatement of the 2022 Equity Incentive Plan, with the Board recommending FOR all items. Shareholders must vote by June 3, 2026, 11:59 PM ET, and can request proxy materials by May 21, 2026.

• ·Meeting location: Offices of Gibson, Dunn & Crutcher LLP, 200 Park Avenue, New York, New York 10166.
• ·Proxy materials available online at www.ProxyVote.com or by request via phone (1-800-579-1639), email (sendmaterial@proxyvote.com), or website.
• ·Control numbers referenced: V90809-P50459, V90810-P50459.

21-04-2026

Monroe Capital Income Plus Corporation issued 2,014,437 shares of common stock at $9.78 per share on April 1, 2026, raising an aggregate $19,701,191 in an unregistered sale exempt under Section 4(a)(2) and Regulation D or S. On April 20, 2026, the board declared a dividend of $0.071 per share, payable on or about April 28, 2026 to stockholders of record as of April 21, 2026. The net asset value per share as of March 31, 2026, was $9.78.

21-04-2026

Lincoln Electric Holdings Inc. held its Annual Meeting of Shareholders on April 17, 2026, electing all ten director nominees with 'For' votes ranging from 38,777,033 (Marc A. Howze) to 41,025,379 (Bonnie J. Fetch) and withheld votes up to 2,579,353 (Marc A. Howze). Shareholders ratified Ernst & Young LLP as the independent auditor for the year ending December 31, 2026, with 46,450,991 votes For versus 1,402,077 Against. On an advisory basis, named executive officer compensation was approved with 40,053,258 votes For versus 1,166,337 Against.

• ·Director votes For: Brian D. Chambers 40,968,589; Curtis E. Espeland 40,594,834; N. Joy Falotico 40,960,786; Bonnie J. Fetch 41,025,379; Patrick P. Goris 40,955,586; Steven B. Hedlund 40,515,996; Michael F. Hilton 40,515,212; Marc A. Howze 38,777,033; Kathryn Jo Lincoln 40,071,736; Ben P. Patel 40,964,984.
• ·Proxy statement filed March 19, 2026.
• ·Definitive proxy describes proposals in detail.

21-04-2026

Educational Development Corporation announced via press release that its fiscal year 2026 earnings call will be held on May 19, 2026, at 3:30 PM CT (4:30 PM ET). The company also announced its Annual Meeting of Shareholders on July 8, 2026, at 10:00 AM CT (11:00 AM ET) at its corporate offices in Tulsa, OK, with shareholders of record as of the close of business on May 19, 2026, entitled to vote.

• ·Annual Meeting location: 5402 S. 122nd E. Ave., Tulsa, OK 74146

21-04-2026

Aspen Aerogels, Inc. updated on an explosion at its East Providence, Rhode Island manufacturing facility on April 8, 2026, which damaged production space, halted operations, and resulted in eleven employees being evaluated at medical facilities before release—no major injuries reported. As of April 21, 2026, the facility remains offline amid an ongoing investigation into the cause from a high-temperature oven, with the company working with authorities to resume operations and having initiated business interruption and property damage insurance claims. Further impacts on business, operations, and financial performance will be detailed in the fiscal 2026 Q1 earnings release in early May.

• ·Principal executive offices: 30 Forbes Road, Building B, Northborough, Massachusetts 01532.
• ·Explosion investigation preliminary reports indicate origin in a specific high-temperature oven.
• ·Forward-looking statements subject to risks including ability to resume operations and meet customer demand, as detailed in FY ended Dec 31, 2025 10-K.

21-04-2026

LendingClub Corporation's 2026 Proxy Statement highlights strong 2025 financial performance, including loan originations growing 33% YoY to $9.6B from $7.2B, total assets expanding to $11.6B, and net income reaching $135.7M, alongside more than doubling EPS and achieving double-digit RO TCE. The annual meeting on June 2, 2026, seeks stockholder approval for electing three Class III directors (Kathryn Reimann, Scott Sanborn, Michael Zeisser), advisory vote on executive compensation, ratification of Deloitte & Touche LLP as auditor, phasing in board declassification, and removing supermajority voting requirements. Cumulative since 2006, the platform has served over 5 million members and originated more than $100B in loans.

• ·Hans Morris stepping down from Board after nearly 13 years, including 10 as Chairman.
• ·Acquired Mosaic intellectual property to enter home improvement financing in H1 2026.
• ·Stockholder outreach in 2024, 2025, and 2026 reached 46%, 33%, and 58% of outstanding shares respectively; conversations thus far in 2026 with holders of 26% of shares.
• ·2025 governance proposals received >99% support from voting stockholders but fell short of two-thirds of outstanding shares.
• ·Annual Meeting record date: April 9, 2026; meeting via webcast at www.virtualshareholdermeeting.com/LC2026.

21-04-2026

Wellgistics Health, Inc. (NASDAQ: WGRX) executed a definitive joint venture agreement with Kare Rx Hub, LLC, integrating Wellgistics Hub (including EinsteinRx™ and HubRx AI™) with KareRx’s AI-driven digital hub to streamline prescription fulfillment and reach an estimated 200,000+ patient lives. The collaboration aligns clinical, operational, and commercial teams to enhance capabilities like prior authorization and direct-to-patient delivery across pharmacy and provider networks. However, the JV remains subject to customary implementation steps with no assurance on the timing, extent of integration, or realization of anticipated benefits.

• ·Wellgistics platform connects 6,500+ pharmacies and 200+ manufacturers.
• ·Kare Rx Hub has over 500 physician-provider relationships and 200 independent pharmacy relationships.
• ·Announcement dated April 14, 2026; 8-K/A filed April 21, 2026.