Executive Summary
Across 304 SEC filings from S&P 500 Financials and broader US equities (though heavily skewed to biotech, energy, and industrials), overarching themes include robust revenue growth averaging +25% YoY in high-materiality reporters (e.g., Venture Global +177%, Astrana Health +56%), but widespread margin compression (-100 to -200 bps average in 12/20 mixed sentiment filers like Sturm Ruger, Plug Power) and mixed profitability amid rising OpEx/R&D. Financials show shareholder-friendly capital allocation with dividend hikes (Amex +15.9%, PROG +7.7%) and buybacks (Klaviyo $500M, ADMA $200M), while biotech dominates forward-looking catalysts (20+ Phase 2/3 readouts H1-H2 2026). M&A activity surges (30+ deals, e.g., Warner Bros $81B, Malibu Boats accretive), insider conviction mixed (Coca-Cola exec sales $1.4M but small buys), and guidance largely raised (e.g., Lumexa +3-8%, Xeris +30%). Portfolio-level trends: 65/304 positive sentiment, revenue YoY up in 180/304, but net losses in 40% due to impairments/restructurings; net leverage improving in 15 BDCs/REITs (avg 1.5-3x). Implications: Bullish for growth sectors with catalysts, cautious on margins/expenses; actionable now on dividend payers and H1 biotech events.
Tracking the trend? Catch up on the prior S&P 500 Financials Sector SEC Filings digest from February 27, 2026.
Investment Signals(12)
- Venture Global↓(BULLISH)▲
FY25 revenue +177% YoY to $13.8B, EBITDA +198% to $6.3B, 2026 guidance $5.2-5.8B EBITDA on 486-527 cargos
- American Express↓(BULLISH)▲
Quarterly dividend +15.9% to $0.95/share, signaling financial stability
- Archer Aviation↓(BULLISH)▲
Year-end liquidity ~$2B, 100% FAA compliance, billions order book at $5M/aircraft
- HBT Financial↓(BULLISH)▲
Merger adds $1.8B assets/$1.5B deposits, pro forma $5.1B loans/$4.4B deposits
- ADMA Biologics↓(BULLISH)▲
$200M 2026 buyback incl $125M ASR, after $160M prior repurchases
- Xeris Biopharma↓(BULLISH)▲
Q4 revenue +42.8% YoY to $86M, FY +43.7% to $292M, profitable $0.6M NI, 2026 guide $375-390M [+30%]
- Kayne Anderson BDC↓(BULLISH)▲
Q4 NII stable $0.44/share QoQ, $0.40 dividend maintained, debt/equity 1.02x
- PROG Holdings↓(BULLISH)▲
Quarterly dividend +7.7% to $0.14/share
- WhiteHorse Finance↓(BULLISH)▲
Insiders bought 1.1M shares $8M, repurchase auth +$7.5M to $22.5M
- Astrana Health↓(BULLISH)▲
FY25 revenue +56% YoY to $3.18B, adj EBITDA +21% to $205M, 2026 guide $3.8-4.1B
- RadNet↓(BULLISH)▲
Q4 revenue +14.8% YoY to $547M, 2026 Imaging Center revenue +17-19% to $2.325-2.375B
- Day One Biopharma↓(BULLISH)▲
OJEMDA revenue +172% to $155M, 2026 guide $225-250M [+50%+]
Risk Flags(10)
- Sturm Ruger↓[HIGH RISK]▼
FY25 net loss $0.27/share vs +$1.77 profit YoY, EPS Q4 $0.21 vs $0.62, op loss $12.3M
- Plug Power↓[HIGH RISK]▼
FY25 cash used ops $535M (-26% YoY improve but still high), $763M Q4 impairments, liquidity via $275M monetization
- Pacific Oak REIT[HIGH RISK]▼
Auditor dismissal, no 10-K/10-Q plans, limited cash/uncertain funding, Israeli court debt proceedings
- Elevance Health↓[HIGH RISK]▼
CMS sanctions suspend new MA-PD enrollments Mar 31 2026 unless resolved, risk adj data noncompliance
- BioAtla↓[HIGH RISK]▼
Strategic review/restructuring ~70% workforce cut, going concern doubts, need funding
- Biglari Holdings↓[HIGH RISK]▼
FY25 pre-tax op earnings -42% to $18.8M, investment losses -$66.5M, net loss $37.5M
- TEGNA↓[HIGH RISK]▼
Q4 revenue -19% YoY to $706M, FY -13% to $2.7B, adj EBITDA -38% Q4
- Cannabist↓[HIGH RISK]▼
Forbearance extension to Mar 6 2026 on senior notes, signals covenant/payment issues
- Graphjet Technology↓[HIGH RISK]▼
Nasdaq delisting affirmed Nov 13 2025, no reinstatement path
- Iterum Therapeutics↓[CRITICAL RISK]▼
Nasdaq delisting Mar 5 2026 for bid price/MVLS/equity/net income failures, evaluating wind-down
Opportunities(10)
- Venture Global/CP2 Phase II↓(OPPORTUNITY)◆
FID H1 2026, Plaquemines COD Q4 2026, new SPAs 9.75 MTPA
- Biohaven Pipeline(OPPORTUNITY)◆
3 pivotal trials H1-H2 2026 (Graves, IgAN, epilepsy), $322M cash post-$179M raise
- Dyne Therapeutics/BLA↓(OPPORTUNITY)◆
Q2 2026 submission for z-rostudirsen DMD, $1.1B cash to Q1 2028
- Warner Bros Discovery/Merger↓(OPPORTUNITY)◆
$31/share cash ($81B equity), close Q3 2026, $6B synergies
- Malibu Boats/Saxdor↓(OPPORTUNITY)◆
$175M accretive M&A at 7.2x EBITDA, pro forma leverage 1.5x, reaffirms FY26 guide
- Zymeworks/Royalty Note↓(OPPORTUNITY)◆
$250M non-dilutive financing, extends runway >2028, $125M buyback
- RadNet/Gleamer AI↓(OPPORTUNITY)◆
Up to €230M acquisition, ARR CAGR 90% 2022-25, deploys Q3 2026 for 25% x-ray efficiency
- Gyre Therapeutics/Cullgen↓(OPPORTUNITY)◆
$300M all-stock M&A, ETUARY $105M sales 2024, NDA H1 2026
- HBT Financial/CNB Merger↓(OPPORTUNITY)◆
Adds Chicago/St Louis MSAs, no declines, immediate footprint expansion
- Mid Penn/1st Colonial↓(OPPORTUNITY)◆
$106M deal adds Philly/NJ, pro forma $7B assets/62 branches
Sector Themes(6)
- Biotech Catalyst Density(CATALYST HEAVY)◆
25/304 filings flag 40+ H1-H2 2026 readouts/BLA/PDUFA (e.g., Biohaven 3 pivotal, Dyne BLA Q2, Rhythm PDUFA Mar20), cash runways avg >2yrs, but R&D +30% YoY OpEx; implies volatility but alpha in approvals
- Margin Compression w/ Revenue Growth(MARGIN PRESSURE)◆
18/45 mixed filers avg revenue +25% YoY but margins -150bps (Sturm Ruger gross - to 14.9%, Plug Power +ve Q4 but impairments), driven OpEx/R&D hikes; watch for 2026 guidance beats
- Capital Returns Surge in Financials/BDCs(SHAREHOLDER FRIENDLY)◆
12 financials/REITs/BDCs announce dividend hikes (+7-16% Amex/PROG), $1B+ buybacks (Klaviyo $500M, ADMA $200M), leverage stable 1-3x; vs sector peers, outperforms on returns
- M&A Valuations Attractive◆
35 deals avg 7-10x EBITDA (Malibu 7.2x, RadNet AI bolt-on), accretive EPS/debt low (1.5x pro forma); outliers Warner $81B premium, signals consolidation [M&A WAVE]
- Energy/LNG Export Boom(GROWTH OUTLIER)◆
Venture Global +177% cargos/revenue, enCore/others exploration; 2026 cargo guides +170% YoY, but price sensitivity
- REIT/BDC Portfolio Shrinkage(CAUTIOUS)◆
8/15 show NAV/investments -2-10% QoQ (Kayne -2.5%, WhiteHorse portfolio down), non-accruals stable 1-1.4%; yields 10%+ but watch leverage rises
Watch List(8)
- Lumexa Imaging/Earnings↓(MONITOR GUIDANCE)👁
Q4 rev $261M+, 2026 guide $1.045-1.097B, call Mar26 8:30am ET
~60% R&D cut prioritizing 3 late-stage, KAUST AI MoU Jan2026 [TRACK PIPELINE H2 2026]
- Dyne/DELIVER ACHIEVE↓(PDUFA CATALYST)👁
BLA Q2 2026 DMD, enrollment complete Q2 DM1
Shareholder vote early spring 2026, close Q3 [M&A CLOSE]
- Elevance/CMS Sanctions↓[REGULATORY RISK]👁
MA-PD enrollment suspend Mar31 unless resolved
- RadNet/Gleamer Deploy↓(AI ROI)👁
AI efficiencies Q3 2026, earnings Mar?
- Rhythm/sNDA PDUFA↓(FDA DECISION)👁
Mar20 2026 hypothalamic obesity
- Astrana/10-K Delay↓[FILING RISK]👁
Material weakness acquisition accounting, file w/in 15-day extension
Filing Analyses(304)
02-03-2026
Venture Global reported record FY 2025 revenue of $13.8B, up 177% YoY, with Consolidated Adjusted EBITDA of $6.3B (+198% YoY), driven by 380 LNG cargos exported (+170% YoY) and strong Plaquemines commissioning; Q4 revenue reached $4.4B (+192% YoY) and EBITDA $2.0B (+191% YoY). However, net income growth was slower at 53% YoY to $2.3B for FY and 23% YoY to $1.1B for Q4, due to lower LNG sales prices net of feed gas at Calcasieu, unfavorable interest rate swaps, and higher interest expense. The company announced new SPAs totaling ~9.75 MTPA, financings including $3.0B notes and $2.0B revolver, and 2026 EBITDA guidance of $5.2B-$5.8B amid expected 486-527 cargos.
- ·Expects 145-156 cargos from Calcasieu and 341-371 from Plaquemines in 2026.
- ·Plaquemines Phase I COD targeted Q4 2026; CP2 Phase II FID H1 2026.
- ·Hanwha SPA: 1.5 MTPA for 20 years starting 2030; Trafigura: 0.5 MTPA for 5 years from 2026.
- ·Prepaid $3.2B construction term loan with $3.0B notes proceeds.
- ·Q1 2026 EBITDA guidance $1.15B-$1.25B impacted by Winter Storm Fern and margin compression.
02-03-2026
Biohaven reported $322M in cash, cash equivalents, marketable securities, and restricted cash as of December 31, 2025, bolstered by post-period net proceeds of $178.9M from issuing 17.2M common shares, including a $125M gross directed sale to Janus Henderson Investors. The company highlighted strong pipeline progress, including up to 87% IgG reductions with BHV-1300 in Graves' disease (pivotal H2 2026), >60% Gd-IgA1 reductions with BHV-1400 in IgAN (pivotal Q1 2026), ≥50% seizure reductions with opakalim in epilepsy OLE (pivotal H2 2026), and Phase 2 initiation for taldefgrobep in obesity (topline H2 2026). However, Biohaven initiated Q4 2025 restructuring targeting ~60% reduction in annual direct R&D spend to prioritize these three late-stage programs.
- ·Entered MoU with KAUST in Jan 2026 for discovery collaboration leveraging AI and supercomputing.
- ·Nov 2025 restructuring to achieve ~60% cut in annual direct R&D spend (ex-personnel/SBC).
- ·April 2025 Oberland investment: $250M funded, $150M on troriluzole milestones, up to $200M for acquisitions.
- ·Pivotal studies planned: BHV-1400 IgAN Q1 2026; BHV-1300 Graves' H2 2026; opakalim epilepsy H2 2026; taldefgrobep obesity Phase 2 topline H2 2026.
02-03-2026
Climb Global Solutions, Inc. (CLMB) filed an 8-K on March 2, 2026, under Items 8.01 (Other Events) and 9.01 (Financial Statements and Exhibits). The filing incorporates a press release dated March 2, 2026, as Exhibit 99.1. It was signed by Matthew Sullivan, Chief Financial Officer; no specific financial metrics, performance data, or event details are disclosed in the provided content.
02-03-2026
Archer Aviation reported record year-end liquidity of ~$2B for Q4 & FY 2025, positioning the company to fund certification, manufacturing scale-up, and commercial launches. Key milestones include 100% FAA Means of Compliance acceptance for Midnight aircraft, enabling progress toward Type Inspection Authorization (TIA) in 2026, expanded Midnight fleet for piloted VTOL ops in eIPP and UAE targeting first passenger flights in 2026, and new defense opportunities with Anduril including hybrid aircraft and powertrain sales. The order book is valued in the billions based on indicative $5M per aircraft pricing, with partnerships from PIF, Korean Air, Japan Airlines, and others.
- ·Midnight flight tests achieved over 50 miles, 30+ minutes flight time, altitudes above 10,000 feet, speeds of 150 mph
- ·Piloted VTOL campaign underway with newest Midnight aircraft; targeting piloted transition flight in coming months
- ·First third-party powertrain deal announced in November 2025 with Anduril and EDGE Group
- ·Submitted eIPP applications in California, Florida, Texas, Georgia, New York
- ·Hot weather flight testing initiated in Abu Dhabi in 2025
02-03-2026
American Express Company announced an increase in its quarterly dividend on common shares to $0.95 per share from the previous $0.82 per share, effective with the announcement on March 2, 2026. This represents an approximately 15.9% increase, signaling confidence in financial stability and shareholder returns.
- ·Filing submitted under Items 8.01 (Other Events) and 9.01 (Financial Statements and Exhibits).
- ·Press release attached as Exhibit 99.1.
02-03-2026
WEC Energy Group, Inc. filed an 8-K on March 2, 2026, under Items 7.01 and 9.01, announcing that company representatives will participate in upcoming investor meetings. Presentation slides for these meetings are attached as Exhibit 99.1. No financial results or performance metrics were disclosed in the filing.
- ·Securities registered: Common Stock, $.01 Par Value (WEC) on New York Stock Exchange
- ·Commission File Number: 001-09057
- ·IRS Employer Identification No.: 39-1391525
02-03-2026
Sturm, Ruger & Company reported Q4 2025 net sales of $151.1M, up 3.6% YoY from $145.8M, and full-year sales of $546.1M, up 1.9% YoY from $535.6M, with new products contributing 33% ($173M) of sales and sell-through up 4.5% despite NICS down 4.1%. However, profitability declined sharply with Q4 diluted EPS at $0.21 (vs $0.62 YoY) and full-year net loss of $0.27/share (vs $1.77 profit YoY), alongside an operating loss of $12.3M and gross profit down to $81.2M from $114.4M. The company generated $54.3M in operating cash flow, returned $36.1M to shareholders via dividends and buybacks, and declared a $0.08/share dividend.
- ·Company finished goods inventories decreased 47,700 units in 2025 due to model rationalization.
- ·Distributors’ inventories decreased 33,500 units in 2025.
- ·Total assets $342M as of Dec 31, 2025 (down from $384M in 2024); net inventories $42.9M (down from $76.5M).
- ·Current ratio 3.9 to 1 with no debt as of Dec 31, 2025.
- ·FY 2025 capex included $15M for Anderson acquisition in Hebron, KY.
- ·Quarterly dividend of $0.08/share payable March 31, 2026 to shareholders of record March 16, 2026 (40% of net income).
02-03-2026
Plug Power reported full-year 2025 revenue of approximately $710 million, up 12.9% YoY, with Q4 2025 revenue of $225.2 million, reflecting 17.6% YoY growth and 27.2% QoQ increase, alongside positive Q4 gross margin of $5.5 million (2.4% of sales) versus -122.5% in Q4 2024. However, the company recorded approximately $763 million in non-cash asset impairment and other charges in Q4, resulting in GAAP EPS of ($0.63) improved from ($1.48) but still negative, adjusted EPS of ($0.06) versus ($0.29), and net cash used in operations of $535.8 million for the year, down 26.5% YoY from $728.6 million. Total assets declined to $2.59B from $3.60B year-end 2024, though liquidity was bolstered by $368.5 million unrestricted cash and planned >$275 million asset monetization.
- ·GenEco electrolyzers: record $187M revenue in 2025, $8B global sales funnel, shipped over 300 MW globally.
- ·Completed 100 MW installation at GALP’s Sines Refinery (Portugal), expected 15,000 tons renewable H2 annually.
- ·Selected for 55 MW electrolyzers across three UK projects with Carlton Power.
- ·Deployed five 5-MW containerized electrolyzers to Iberdrola site in Spain.
- ·New liquid H2 supply contract with NASA.
- ·Jose Luis Crespo appointed CEO effective March 2, 2026.
- ·Asset monetization: first transaction signed Feb 2026, close within 6 weeks; others H1 2026.
- ·Targets: positive EBITDAS Q4 2026, positive operating income end-2027, full profitability end-2028.
02-03-2026
Quantum Computing Inc. reported Q4 2025 revenue of $198,000, up 219% YoY from $62,000, driven by Fab 1 contributions, while full-year revenue rose to $682,000 from $373,000; however, operating expenses surged 148% to $22.1 million from $8.9 million due to personnel and M&A costs, resulting in a negative gross profit of $98,000 versus $34,000 prior year. Net loss improved to $1.6 million ($0.01 per share) from $51.2 million ($0.47 per share), aided by non-cash gains, with balance sheet strengthened by $750 million private placement, cash at $737.9 million, and total assets at $1.6 billion; post-quarter, the $110 million acquisition of Luminar Semiconductor was completed.
- ·Q4 R&D expenses: $7.0M (up from $4.8M YoY)
- ·Q4 G&A expenses: $13.8M (up from $3.6M YoY)
- ·Q4 interest and other income: $13.6M
- ·Q4 change in fair value of derivative liability: +$7.0M gain
- ·Short-term investments Dec 31, 2025: $379.4M
- ·Long-term investments Dec 31, 2025: $403.1M
- ·Acquisition of Luminar completed February 2, 2026
- ·Dr. Yuping Huang appointed permanent CEO effective January 1, 2026
02-03-2026
Kayne Anderson BDC, Inc. reported Q4 2025 net investment income of $30.1 million ($0.44 per share), up slightly QoQ from $30.0 million ($0.43 per share), with total investment income increasing to $61.9 million from $61.3 million driven by portfolio rotations. However, NAV declined to $16.32 per share from $16.34 amid $0.12 per share realized and unrealized losses, investment portfolio shrank 2.5% to $2.2B, and earnings per share fell to $0.32 from $0.35. The Board declared a regular $0.40 per share dividend payable April 16, 2026, matching prior quarters.
- ·Debt-to-equity ratio increased to 1.02x from 1.01x QoQ; asset coverage ratio 198%.
- ·Non-accrual investments stable at $31.0M (1.4% of debt investments), 5 investments.
- ·Weighted average yield on total debt portfolio (excl non-accrual) declined to 10.3% from 10.6% QoQ.
- ·Revolving Funding Facility amended Feb 20, 2026: maturity extended to Feb 20, 2031, interest rate reduced to SOFR + 1.95%.
- ·$45.4M remains available for share repurchases under 10b5-1 Plan as of Feb 20, 2026.
- ·Full year 2025 net investment income $117.6M ($1.67/share), down from $129.3M ($2.03/share) in 2024.
02-03-2026
On February 24, 2026, Pacific Oak Strategic Opportunity REIT, Inc. dismissed Ernst & Young, LLP as its independent auditor effective immediately, with no disagreements or reportable events noted over the prior two fiscal years. The Board dissolved the audit committee, ceased plans to file Annual Reports on Form 10-K or Quarterly Reports on Form 10-Q, and opted instead for Current Reports on Form 8-K including quarterly IFRS financial statements of its BVI subsidiary, while deciding against seeking stockholder approval for a liquidation plan amid limited cash and uncertain funding. These actions coincide with ongoing Israeli court proceedings for a Debt Arrangement involving the BVI subsidiary's bondholders, where a creditors' meeting date remains unset.
- ·Letter of undertaking entered on August 19, 2025, with Trustee for BVI bondholders.
- ·Trustee applied to Israeli court on December 26, 2025, to convene creditors' meeting; court ordered meeting on February 4, 2026, but date not yet set.
- ·Company's shares of BVI constitute substantially all assets; expects orderly disposal under Debt Arrangement.
- ·Independent directors waived all accrued and future fees to reduce expenses.
- ·No updated estimated net asset value per share to be provided due to financial constraints.
02-03-2026
Generate Biomedicines, Inc. filed an Amended and Restated Certificate of Incorporation on March 02, 2026, restating and integrating its prior certificate from September 2, 2021, originally filed as Flagship VL56, Inc. on August 20, 2018. The document authorizes a total of 510 million shares of capital stock, comprising 500 million shares of common stock and 10 million shares of undesignated preferred stock, both with $0.001 par value. Notable governance changes include prohibiting stockholder actions by written consent, restricting special meetings to board initiation, and implementing a classified board structure with staggered terms post-IPO.
- ·Registered office: Corporation Trust Center, 1209 Orange Street, Wilmington, New Castle County, Delaware 19801.
- ·Registered agent: The Corporation Trust Company.
- ·Directors may be removed only for cause by 2/3 vote of voting power.
- ·Board size fixed exclusively by board resolution; classified into three classes post-IPO with staggered three-year terms.
- ·Vacancies filled solely by board, not stockholders.
02-03-2026
First Bancorp announced that Michael G. Mayer retired as President of the Company and Chief Executive Officer of First Bank effective February 28, 2026, as part of its succession plan. Mr. Mayer will continue serving as a director on the Boards of Directors of both the Company and First Bank. The 8-K filing was signed by Richard H. Moore, Chief Executive Officer, on March 2, 2026.
02-03-2026
Federal Signal's FY2025 net sales reached $2.181B, up 17% YoY from $1.861B in FY2024 and reflecting a 13% CAGR (7% organic) since 2016, driven by ESG (84% of sales) and recent capacity expansions. The company achieved 102% average 5-year cash conversion and Q4 2025 LTM net debt leverage of 1.1x, with strong aftermarket growth at ~14% CAGR (2015-2025). However, backlog-intensive products slipped slightly to 45% of net sales from 50% in 2015, and historical net sales declined 7% in 2020 amid COVID.
- ·Q4 2025 LTM Net Debt Leverage: 1.1x
- ·#1 North America market share in Vacuum Trucks, Dump Truck Bodies & Trailers, Multi-Purpose Maintenance Vehicles, Road-Marking and Line-Removal, Metal & Mineral Extraction Support
- ·Recent acquisition of Mega Corporation in January 2026 enhances metal extraction support
- ·Water taxes funding CAGR ~4.4% (2010-2024)
- ·Sewer cleaners ordered with hydro-excavation package CAGR ~6% (2011-2025)
02-03-2026
Coca-Cola Europacific Partners plc filed notifications of multiple PDMR transactions on February 19 and 26, 2026, including significant sales by executives Clare Wardle (12,000 Ordinary Shares for $1.26M) and Veronique Vuillod (1,416 Ordinary Shares for $0.15M), which may signal personal profit-taking. However, several executives including CFO Edward Walker, Chief Commercial Officer Stephen Lusk, and others acquired small fractional shares (around 3-4 shares each) under the UK Share Plan at an average of $57.53 and additional shares via RSU vesting or Shareshop, reflecting routine compensation alignments. All transactions occurred on Nasdaq.
- ·All transactions priced around USD $104.94-$105.48 per share for sales; acquisitions include $0.00 volumes for dividend equivalents or vesting.
- ·Company LEI: 549300LTH67W4GWMRF57.
- ·Gareth McGeown transaction on 2026-02-26; all others on 2026-02-19.
02-03-2026
On February 26, 2026, Erinn Thomas-Mackey resigned from the Board of Directors of Inspire Veterinary Partners, Inc. (IVP), effective immediately, with no disagreement on the company's operations, policies, or practices. The Form 8-K was filed on March 2, 2026, and signed by Kimball Carr, President and Chief Executive Officer.
- ·Company CIK: 0001939365
- ·EIN: 85-4359258
- ·State of Incorporation: Nevada
- ·Trading Symbol: IVP (Common stock, par value $0.0001)
02-03-2026
Dyne Therapeutics reported positive topline results from the Phase 1/2 DELIVER trial of z-rostudirsen in DMD, achieving 5.46% of normal dystrophin expression at six months (p<0.0001) with improvements across functional endpoints including Time to Rise and 10-Meter Walk/Run velocities, supporting a planned BLA submission for U.S. Accelerated Approval in Q2 2026 and potential launch in Q1 2027. Enrollment completion in the ACHIEVE trial registrational cohort for z-basivarsen in DM1 is expected in Q2 2026, with cash of $1.1B providing runway into Q1 2028. However, FY2025 net loss widened 41% YoY to $446.2M from $317.4M, driven by R&D expenses increasing 42% to $398.3M and Q4 net loss up 25% to $112.0M.
- ·Total operating expenses FY2025: $468.2M vs $343.9M FY2024 (+36.2% YoY)
- ·Weighted average shares outstanding FY2025: 128.4M vs 94.1M FY2024
- ·DELIVER trial: Lung function (FVC%p) preserved vs decline in placebo at 6 months
- ·Sustained functional improvements out to 24 months in DELIVER open-label extension
- ·Phase 3 trial initiation for z-rostudirsen: Q2 2026; for z-basivarsen: March 2026
02-03-2026
uniQure reported 2025 full-year financial results showing cash and equivalents rising 69% to $622.5M from $367.5M in 2024, sufficient to fund operations into H2 2029, bolstered by $404.2M in net proceeds from offerings; however, revenues fell 40% YoY to $16.1M due to lower collaboration and contract manufacturing income, while SG&A expenses increased 24% to $65.5M. Clinical highlights included 36-month AMT-130 data demonstrating 75% slowing in Huntington’s disease progression (cUHDRS) and 60% in TFC versus external controls, but FDA declined to accept Phase I/II data for approval, recommending a Phase III trial; AMT-260 and AMT-191 showed promising efficacy, though dosing pauses occurred in AMT-191 and enrollment in AMT-162. Net loss narrowed 17% to $199.0M from $239.6M YoY.
- ·Refinanced $50M debt to October 2030 with optional $100M tranche tied to AMT-130 milestone and $25M subject to lender approval.
- ·Type A FDA meeting in January 2026; plans for Type B meeting in Q2 2026 to discuss Phase III for AMT-130.
- ·AMT-191 dosing paused in mid- and high-dose cohorts due to asymptomatic Grade 3 liver enzyme elevations (dose-limiting toxicities).
- ·AMT-162 enrollment on voluntary pause after one related serious adverse event.
- ·Upcoming conferences: TD Cowen (March 2, 2026), Leerink (March 11), Barclays (March 12), Kempen (April 15).
02-03-2026
Independence Realty Trust, Inc. (IRT) filed an 8-K on March 02, 2026, under Items 7.01 (Regulation FD Disclosure) and 9.01, furnishing Exhibit 99.1. No substantive financial, operational, or performance data is provided in the filing content.
- ·Filing Type: 8-K
- ·Items Reported: 7.01, 9.01
- ·Subcategory: Regulation FD Disclosure
02-03-2026
Lumexa Imaging reported preliminary unaudited Q4 2025 consolidated revenues of at least $261M, up from $248M YoY, and FY 2025 revenues of at least $1.016B, up from $948.9M, with Adjusted EBITDA growing to at least $63M in Q4 (from $53.7M) and $229M for the year (from $200.8M). However, Q4 net loss was roughly flat at approximately $25.4M (vs. $25.1M YoY), while FY net loss improved to $43.8M from $94.1M; consolidated total procedures grew 10.1% YoY in Q4 but system-wide total procedures rose only 3.4% for the FY. The company issued 2026 guidance for consolidated revenues of $1.045-1.097B and Adjusted EBITDA of $234-242M, opened 9 de novo centers in 2025, and highlighted PET volume growth of 17% consolidated.
- ·Completed IPO, reduced leverage, and refinanced debt in Q4 2025.
- ·Opened 3 wholly owned de novo centers and acquired 1 site in Q4 2025.
- ·Earnings call scheduled for March 26, 2026 at 8:30 a.m. ET.
- ·Presentations at Raymond James (March 2), Leerink (March 9), and Barclays (March 10) conferences.
- ·2026 guidance includes ~$7M public company costs, lowering implied EBITDA growth to 4% at midpoint.
02-03-2026
On February 28, 2026, the Board of Directors of Public Company Management Corp (PCMC) approved an amendment and restatement of Article 4 of its Articles of Incorporation, authorizing 550M shares of capital stock: 500M shares of common stock ($0.001 par value) and 50M shares of preferred stock ($0.001 par value), with board authority to designate series of preferred stock. The amendment was approved by written consent of stockholders holding 23,946,307 shares, representing 70.3% of the voting power. It becomes effective upon filing with the Nevada Secretary of State no earlier than 20 days after mailing the Schedule 14C Information Statement around March 14, 2026; no new shares are issued by this action alone.
- ·PCMC is a blank check company (SIC 6770) with common stock trading on OTC Market under ticker PCMC.
- ·Fiscal year end: September 30.
- ·EIN: 88-0493734; Incorporated in Nevada.
- ·Principal executive offices: 9350 Wilshire Boulevard, Suite 203, Beverly Hills, CA 90212.
- ·Information Statement on Schedule 14C to be mailed around March 14, 2026 to stockholders of record as of February 28, 2026.
02-03-2026
DBV Technologies presented additional positive data from the successful Phase 3 VITESSE study at the AAAAI 2026 Annual Meeting, highlighting that 82.8% of children aged 4-7 treated with the VIASKIN Peanut Patch increased their eliciting dose by at least one step at month 12 versus 48% in placebo, and 60.1% increased by at least two steps versus 23.4%. The primary endpoint was met with 46.6% treatment responders versus 14.8% placebo (difference 31.8%), confirmed by sensitivity analyses (22.1%-27.8% above prespecified 15% threshold); however, 6.4% of treated subjects decreased their dose versus 24% on placebo. The patch was well-tolerated, and DBV plans a Biologics License Application submission to FDA in H1 2026.
- ·All sensitivity analyses statistically significant with 95% CI exceeding 15% threshold (22.1%-27.8%).
- ·Responder definition: baseline ED ≤30mg achieving ≥300mg at month 12, or baseline ED=100mg achieving ≥600mg.
- ·Subgroup deltas: baseline ED ≤30mg (∆34.6%, 95% CI 24.93-44.24); baseline ED=100mg (∆28.5%, 95% CI 17.51-39.5).
- ·Presentation available on DBV’s website Scientific Publications & Presentations page.
- ·BLA submission to FDA planned for first half of 2026.
02-03-2026
WhiteHorse Finance reported FY2025 net investment income of $26.1 million ($1.127 per share), down 29.8% YoY from $37.2 million, and Q4 NII of $6.6 million ($0.287 per share), down 17.5% YoY from $8.0 million, due to lower yields, non-accruals, and a smaller portfolio of $578.6 million (down from $642.2 million YoY). NAV was $259.8 million or $11.68 per share as of Dec 31, 2025, down YoY from $12.31 per share but up QoQ from $11.41 per share. The board declared a $0.25 base plus $0.01 supplemental distribution per share payable April 6, 2026, insiders purchased 1.1 million shares for $8.0 million, and repurchase authorization increased by $7.5 million to $22.5 million total.
- ·Portfolio composition Dec 31, 2025: 74.3% first lien secured loans, 0.8% second lien, 0.2% unsecured loans, 6.4% equity, 18.3% STRS JV.
- ·Q4 deployments: $64.0M new originations in 7 companies, $13.1M add-ons; repayments/sales $49.6M.
- ·FY2025 STRS JV investment at fair value $106.0M.
- ·Cash and equivalents $29.7M Dec 31, 2025 (down from $45.9M Sep 30, 2025); $100M undrawn revolver capacity with $43.8M available.
- ·Annual distributions FY2025 totaled $1.44 per share including $0.035 special.
- ·Net unrealized loss FY2025 ($11.8M) improved from ($26.4M) prior year; includes $6.0M markdown in Camarillo Fitness.
02-03-2026
Norwegian Cruise Line Holdings reported FY2025 total revenue growth of 3.7% to $9.8B and Adjusted EBITDA up 11% to $2.73B exceeding guidance, with Adjusted EPS rising 19% to $2.11; however, GAAP net income declined sharply to $423.2M from $910.3M. Q4 2025 revenue increased 6% to $2.2B and Adjusted EBITDA grew 20% to $564M, but 2026 guidance projects flat full-year Net Yield on Constant Currency basis and a Q1 decline of ~1.6% due to Caribbean capacity absorption challenges and execution missteps. Net Leverage stood at 5.3x with $14.6B total debt, targeting ~5.2x by year-end 2026.
- ·New ship orders: three vessels (one per brand) for delivery in 2036 and 2037.
- ·FY2026 Adjusted Net Cruise Cost excluding Fuel per Capacity Day guidance: up ~0.9% Constant Currency vs 2025.
- ·Fuel expense Q4 2025: $168M, price per metric ton net of hedges $662 (up from $641 in 2024).
- ·Newbuild-and-Growth CapEx FY2025: $2.6B gross ($1.0B net of financing); FY2026 guidance: ~$2.8B gross (~$1.2B net).
- ·Oceania Sonata bookings surpassed Oceania Allura by 45% on launch day; debuts August 2027 with 1,390 guests capacity.
- ·Net Leverage target: ~5.2x by end-2026.
02-03-2026
Warner Bros. Discovery, Inc. (WBD) entered into a Merger Agreement on February 27, 2026, with Paramount Skydance Corporation (PSKY) and its subsidiary Prince Sub Inc., under which Merger Sub will merge with WBD, with WBD surviving as a wholly owned subsidiary of PSKY. WBD shareholders will receive $31.00 per share in cash, plus ticking consideration of $0.00277778 per day if closing after September 30, 2026 (capped at $0.25 per 90-day period). The boards of both companies unanimously approved the deal, which includes detailed treatments for vested/unvested equity awards and potential payments up to $1.528B related to certain senior notes.
- ·Vested WBD Options and RSUs convert to cash based on Merger Consideration excess over exercise price.
- ·Unvested equity awards assumed by PSKY with continued vesting terms; performance RSUs based on actual or extrapolated performance.
- ·PSKY standstill until Effective Time, June 4, 2027, or termination, prohibiting alternative transactions.
- ·PSKY may make Specified Request on WBD senior notes by October 15, 2026, or WBD may act thereafter.
02-03-2026
Whirlpool Corporation updated its 2026 ongoing (Non-GAAP) EPS guidance to ~$6.00 from the prior ~$7.00 provided on January 28, 2026, following public offerings of common stock and depositary shares, which increased weighted-average diluted shares outstanding to 71.3M from 57.4M (~24% rise) and dividends paid to ~$270M from ~$200M (~35% rise). While interest expense is lowered to ~$293M from ~$330M (~11% decline pre-tax), the net impact dilutes EPS by ~$1.00. GAAP reported EPS outlook remains ~$5.35, reconciled to ongoing EPS after ~$0.75 restructuring expense and ~(0.10) tax impact at a 25% tax rate.
- ·Public offerings completed: shares of common stock (WHR on NYSE/NYSE Texas) and depositary shares (WHR-PRA on NYSE).
- ·GAAP reconciliation adjustments: Restructuring expense ~$0.75 per diluted share (pre-tax), total income tax impact ~(0.10), normalized tax rate adjustment —.
02-03-2026
Yum China Holdings, Inc. filed an 8-K on March 2, 2026, under Item 7.01 Regulation FD Disclosure, announcing the issuance of its annual results for the year ended December 31, 2025, on February 27, 2026, in compliance with The Stock Exchange of Hong Kong Limited listing rules. The full announcement is available at https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0301/2026030100009.pdf. No specific financial metrics or period-over-period comparisons are provided in the filing itself.
- ·Securities registered: Common Stock, par value $0.01 per share (YUMC on NYSE; 9987 on HKEX)
- ·Principal executive offices: Yum China Building, 20 Tian Yao Qiao Road, Shanghai 200030, People’s Republic of China; 101 East Park Boulevard, Suite 805, Plano, Texas 75074, United States of America
02-03-2026
Oscar Health, Inc. will participate in the 2026 Raymond James Institutional Investors Conference on March 2, 2026, and reaffirm its full year 2026 guidance originally provided in its Q4 and full-year 2025 financial results press release dated February 10, 2026. This Regulation FD disclosure is not deemed 'filed' for SEC purposes and includes standard forward-looking statement cautions referencing risks in the 2025 10-K.
02-03-2026
Zymeworks Inc. announced a $250 million non-dilutive royalty-backed note financing from Royalty Pharma, secured by 30% of worldwide tiered royalties on Ziihera from Jazz Pharmaceuticals and BeOne Medicines, while retaining 70% of royalties during repayment and full rights thereafter. Proceeds will strengthen the balance sheet, fund stock repurchases at a perceived discount to intrinsic value, support potential strategic acquisitions, and extend cash runway beyond 2028. Zymeworks retains all milestone payments, including up to $1.5 billion in potential regulatory and commercial milestones.
- ·Repayment to Royalty Pharma from low to mid-single digit tiering royalties up to pre-specified limit, ceasing at 1.65x note by Dec 31, 2033 or 1.925x thereafter.
- ·Jazz royalties: tiered 10% to high teens on global sales (ex-Asia excl. Japan, Australia, NZ) up to $2.0B, 20% above.
- ·BeOne royalties: mid-single to mid-double digits up to $1.0B annual net sales, 19.5% above; holds marketing rights in Asia (ex-Japan), Australia, NZ.
- ·All regulatory and commercial milestones retained by Zymeworks.
02-03-2026
HBT Financial, Inc. completed its merger with CNB Bank Shares, Inc. on March 2, 2026, integrating CNB's $1.8B total assets, $1.3B loans held for investment, and $1.5B deposits (as of Dec 31, 2025) into HBT's $5.1B asset base, $3.5B loans, and $4.4B deposits, expanding its footprint in central Illinois, Chicago MSA, and St. Louis MSA markets. The merger also led to the appointment of James T. Ashworth and Nancy L. Ruyle as new directors to HBT Financial and Heartland Bank boards, effective March 1, 2026, with terms expiring at the 2026 Annual Meeting. No financial performance declines or flat metrics were reported in the announcement.
- ·HBT Financial provides financial products and services through 66 full-service branches in Illinois and eastern Iowa.
- ·Peter Chapman designated as IR contact: HBTIR@hbtbank.com, (309) 664-4556.
02-03-2026
On February 27, 2026, Tancheng Group Co., Ltd. dismissed Onestop Assurance PAC as its independent registered public accounting firm effective immediately and appointed Guangdong Prouden CPAs GP as the new firm for the fiscal year ending December 31, 2025. Prior audit reports for years ended December 31, 2024 and 2023 included an emphasis of matter on substantial going concern doubts and disclosed material weaknesses in internal controls, such as lack of an audit committee and inadequate IT controls; however, there were no disagreements on accounting principles or reportable events beyond those weaknesses. Onestop Assurance provided a letter on February 28, 2026, agreeing with the company's disclosures.
- ·Company had only a sole director and executive officer before October 12, 2023.
- ·No formal procedures for data backup or off-site storage as of December 31, 2024.
- ·Former company name: BIGEON CORP. (name change date: September 18, 2018).
02-03-2026
U.S. GoldMining Inc. filed an 8-K on March 2, 2026, announcing via news release (Exhibit 99.1) the results of the Initial Assessment and joint Preliminary Economic Assessment for the Whistler Gold-Copper Project. No specific financial or operational metrics were detailed in the filing itself.
- ·Filing includes Exhibit 99.1: Press release dated March 2, 2026
- ·Securities: Common Stock (USGO) and Warrants (USGOW) on Nasdaq Stock Market LLC
02-03-2026
Bandwidth Inc. repurchased $100M aggregate principal of its 0.50% Convertible Senior Notes due 2028 at a discount to par via privately negotiated agreements, reducing outstanding principal from $250M to $150M, with closing expected on March 4, 2026. Simultaneously, its 0.25% Convertible Senior Notes due 2026 matured on March 1, 2026, and were fully retired with cash on hand, simplifying the capital structure and eliminating nearer-term maturities. The moves support a balanced capital allocation including an $80M share repurchase program, backed by record Q4 2025 profitability and expectations for 16% revenue growth and nearly 30% Adjusted EBITDA growth in 2026.
- ·Repurchases conducted via separate, privately negotiated agreements with a limited number of holders
- ·Repurchases payable in cash at a discount to par value
- ·Capped call transactions related to 2028 Notes expected to remain in effect
02-03-2026
Biglari Holdings Inc. reported full-year 2025 pre-tax operating earnings of $18.8M, a 42% decline from $32.6M in 2024, while Q4 operating earnings shifted to a $1.7M loss from a $3.9M profit. Investment losses widened sharply to $66.5M for the year from $40.7M, contributing to a net loss of $37.5M attributable to shareholders versus $3.8M in 2024. The 2025 Annual Report and 10-K are available at www.biglariholdings.com.
- ·Q4 2025 investment losses: -$62.3M vs -$21.9M in Q4 2024.
- ·Businesses include property and casualty insurance and reinsurance, licensing and media, restaurants, and oil and gas.
- ·Press release issued February 28, 2026; 2025 Annual Report posted online.
02-03-2026
Macerich reported record-breaking leasing in FY2025 with 7.1M sq ft of new/renewal space signed (up from 3.9M in FY2024), 1,199 leases (up from 819), and 291 store openings (up from 197), driving leased occupancy to 94.9% from 94.6%; however, physical occupancy slightly declined to 90.9% from 92.0%. The company is ahead of its Path Forward Plan leasing targets at 76% complete (vs 70% year-end goal) with a $107M committed SNO pipeline (potential $140M) and full commitments for 30 anchor replacements generating ~$750M in annual sales. Progress on leverage reduction includes ~$1.2B in mall sales and ~$135M in outparcel dispositions completed against 2025 targets.
- ·30 anchors totaling 2.9M SF committed, with 5 open, 5 under construction, 11 executed, 9 with leases out to open 2025-2028.
- ·Outparcel dispositions: ~$122M closed, ~$15M under contract, additional ~$50M in negotiation; total plan up to $375-475M.
- ·Mall dispositions completed include Lakewood Center ($332M sale), Country Club Plaza ($147M), Oaks ($157M), others totaling ~$1.2B.
- ·Path Forward Plan projects permanent physical occupancy rising to 95% by 2028 from ~82% in 2024, with temporary dip in 1H26 due to build-outs.
02-03-2026
Malibu Boats, Inc. (MBUU) acquired Saxdor Yachts for approximately $175M (EUR 150M), consisting of $130M cash and $45M in stock, with up to $84M earnout, at a 7.2x estimated EBITDA multiple. The deal targets the $2.5B adventure dayboat market growing at 15% CAGR, with Saxdor achieving 65% YoY constant currency revenue growth in calendar 2025 and projected $225-235M revenue for the 12 months ending March 31, 2026, at 10-11% EBITDA margins. The acquisition is immediately accretive to EPS and adjusted EBITDA margins, reaffirms FY2026 guidance for legacy business, and results in pro forma net leverage of 1.5x.
- ·Saxdor founded in 2019 in Helsinki, Finland, with facilities in Finland and Poland.
- ·Acquisition closes March 2, 2026; Saxdor operates as subsidiary maintaining brand autonomy.
- ·Pro forma net leverage of 1.5x vs. maximum 2.5x.
- ·North America represents 33% of Saxdor revenue despite 67% of world's high-net-worth adults.
02-03-2026
Eaton Corporation plc (NYSE:ETN) announced the appointment of David Foster as Executive Vice President and Chief Financial Officer effective March 2, 2026, succeeding Olivier Leonetti who will depart on March 13, 2026, as part of a planned transition. Foster rejoins after a 29-year career with Eaton, bringing expertise in finance, operations, and markets during a period of unprecedented demand and growth. The company reported $27.4B in revenues for 2025 while serving customers in 180 countries.
- ·Foster previously held roles in FP&A, Controllership, Corporate Development, Treasury, M&A, and was SVP Finance and Planning, Industrial Sector before retiring in 2022.
- ·Foster holds a bachelor’s degree from the University of Michigan and a master’s degree in Manufacturing Management from Kettering University.
- ·Eaton founded in 1911.
02-03-2026
Kairos Pharma, Ltd. (NYSE American: KAPA) announced binding terms to acquire exclusive worldwide rights to CL-273, a next-generation AI-designed pan-EGFR inhibitor for EGFR-mutant NSCLC, from OrbiMed and Torrey Pines-backed Celyn Therapeutics, targeting a $16.2B market opportunity in 2026. CEO John Yu described the transaction as value-accretive and pivotal for expanding the oncology pipeline with a potentially best-in-class asset addressing resistance in lung cancer. No financial terms of the deal were disclosed, and completion remains subject to risks outlined in forward-looking statements.
- ·CL-273 is a reversible, wild-type-sparing small-molecule inhibitor targeting resistant EGFR mutations in NSCLC.
- ·EGFR mutations occur in 10-15% of Western NSCLC cases and up to 50% in Asian populations.
- ·Celyn Therapeutics focuses on small-molecule oncology drugs including EGFR- and c-MET-pathway inhibitors.
- ·ENV-105 is in Phase 2 for castrate-resistant prostate cancer and Phase 1 for NSCLC; not yet FDA-approved.
- ·D. Boral Capital, LLC acted as sole financial advisor.
02-03-2026
Alaunos Therapeutics announced positive non-GLP preclinical data from two DIO mouse studies for ALN1003, showing dose-dependent body weight loss peaking at -12.9% after 34 days in Study 1 and -21.9% fat mass %BW in the high-dose group of Study 2, alongside liver weight reductions up to 55% and improvements in metabolic biomarkers like glucose (197 mg/dL vs 320 mg/dL control) and cholesterol. However, tolerability issues included mild reversible hypolocomotion in Study 1 and slight dehydration in high-dose Study 2 animals, with model limitations from anorexia/hypodipsia confounding results. The company has $1.9M in cash as of September 30, 2025, with runway into Q2 2026, and plans additional preclinical/CMC work toward IND.
- ·Food consumption reduced to 56.7g/cage (high dose) vs 84.5g/cage control in DIO Study 2
- ·Water consumption reduced to 63.5 mL/cage (high dose) vs 112.8 mL/cage control in DIO Study 2
- ·Glucose: 197 mg/dL (high dose) vs 320 mg/dL control; total cholesterol: 162 mg/dL vs 209 mg/dL
- ·Cash runway extends into Q2 2026; pursuing additional financing
02-03-2026
XOMA Royalty Corp reported preliminary unaudited FY2025 cash receipts from royalties and milestones of ~$49-50M, bolstered by a strong cash position of ~$133M (including $82M unrestricted and $51M restricted) as of December 31, 2025, and repurchased 648,048 common shares for $16M, reducing outstanding shares to 11,888,489 as of February 27, 2026. The company added a total of 24 assets in 2025 through creative deals including royalty acquisitions from KNTE, EPIX, BINV, MURA, LVTX, TSBX, HLVX, TAK, RPRX, and GBIO, enhancing its portfolio of over 100 assets with >$140M milestones received since 2017 and >$2B in future potential. However, G&A expenses rose by $1M due to ongoing litigation against Janssen Biotech over unauthorized use of IP in TREMFYA commercialization, with uncertain outcome and continued legal costs expected.
- ·Commercial portfolio 3Q25 YTD FY26 royalty receipts include $22.5M (Wet AMD/DME/RVO at 0.5% royalty), $8.5M (r/rpLGG at mid-single digit), $2.0M (Niemann-Pick Type C at mid-single digit), $1.3M (Hemophilia-B at mid-single digit), and <$0.5M each for Bacterial Vaginosis, Acute Pain, and FSAD.
- ·Key 2026 catalysts: Seralutinib Phase 2b/3 data (PAH), ersodetug regulatory decisions (EMA, Japan; cHI/FAP), REC-4881 Phase 1/2 data, product launches for ersodetug (THI), volixibat (PSC), rilvegostomig (lung cancer).
- ·Litigation against Janssen asserts breach of contract and unjust enrichment from unauthorized IP use in TREMFYA.
- ·Share price $25.53 as of market close 02/27/2026.
02-03-2026
CareTrust REIT, Inc. (CTRE) filed an 8-K on March 2, 2026, under Item 7.01 Regulation FD Disclosure, announcing an update to its investor presentation. The updated presentation is available on the Company's website at www.CareTrustREIT.com in the 'Events & Presentations' tab under the 'Investors' section. No specific financial metrics or material information are disclosed in the filing itself.
- ·Filing available under Section 12(b): Common Stock, par value $0.01 per share (CTRE) on New York Stock Exchange
- ·Company address: 24901 Dana Point Harbor Dr, Suite A200, Dana Point, CA 92629
- ·Telephone: (949) 542-3130
02-03-2026
United Therapeutics announced top-line results from its pivotal Phase 3 ADVANCE OUTCOMES study, where ralinepag met the primary endpoint by reducing the risk of clinical worsening by 55% (HR 0.45, 95% CI [0.33-0.62], p<0.0001) versus placebo in 687 PAH patients, 80% on dual background therapy and 70% WHO/NYHA FC II at baseline. The drug also achieved key secondary endpoints, including 47% increased odds of clinical improvement (p=0.015), improvements in 6MWD and NT-proBNP. Ralinepag was well-tolerated with no new safety signals, and United Therapeutics plans an NDA submission to the FDA by H2 2026.
- ·Webcast scheduled for March 2, 2026, at 8:30 a.m. Eastern Time via https://ir.unither.com/events-and-presentations
- ·Full ADVANCE OUTCOMES results to be presented at an upcoming international conference
- ·Primary endpoint: time to first adjudicated clinical worsening event (death, nonelective hospital admission for worsening PAH, etc.)
02-03-2026
Teradata Corporation expanded its Board from nine to ten directors and elected Melissa Fisher as a Class I director effective March 1, 2026, appointing her to the Audit Committee and Nominating and Governance Committee as an Audit Committee Financial Expert. This follows a Cooperation Agreement with Lynrock Lake parties announced on February 11, 2026. Director Daniel Fishback will retire at the 2026 Annual Meeting with no disagreements on company matters.
- ·Ms. Fisher determined independent under NYSE and SEC requirements.
- ·No other arrangements or Item 404(a) transactions involving Ms. Fisher.
- ·Mr. Fishback has served since 2017 and remains on Compensation and People Committee until retirement.
- ·Proxy statement describing compensation program filed March 27, 2025.
02-03-2026
Zymeworks reported full-year 2025 revenue of $106.0M, up 39% YoY from $76.3M, with net loss narrowing 34% to $81.1M from $122.7M, supported by $270.6M in cash and a new $250M royalty-backed note from Royalty Pharma. However, Q4 2025 revenue fell sharply 92% to $2.5M from $31.0M in Q4 2024, R&D expenses rose slightly 2% YoY to $137.0M, and G&A expenses remained flat at $61.5M. The company utilized $62.5M for share repurchases under a $125M program and anticipates adjusted gross operating expenses 20% lower in 2026 versus 2025's $170.5M.
- ·Up to $89.0M in additional milestone payments for Ziihera in further indications beyond biliary tract cancer and GEA.
- ·Up to $977.5M in future commercial milestones for Ziihera.
- ·Tiered royalties on Ziihera: 10% to high teens up to $2.0B global sales (Jazz), 20% above; mid-single to mid-double digits up to $1.0B (BeOne), 19.5% above.
- ·Supplemental BLA for Ziihera in 1Q 2026 by Jazz, potential U.S. launch 2H 2026.
- ·IND filings for ZW209 and ZW1528 on track for 2026; one planned IND per annum from multispecific portfolio starting 2028.
- ·$53.0M in milestones already received for Ziihera in biliary tract cancer.
- ·Up to $18.0M development and $186.5M commercial milestones for pasritamig.
02-03-2026
Eventbrite, Inc. held a special stockholder meeting on February 27, 2026, approving the Merger Agreement with Bending Spoons US Inc. and Everest Merger Sub Inc. by an overwhelming vote of 212,405,179 for, 1,169,058 against, and 368,438 abstentions out of shares representing 88.7% quorum. The advisory Merger-Related Compensation Proposal (208,701,175 for) and Adjournment Proposal also passed strongly, primarily driven by Class B common stock votes. Prior litigation challenging the merger vote was dismissed as moot following approval under both parties' interpretations of the charter.
- ·Record date for Special Meeting: January 16, 2026
- ·Proxy statement filed: January 28, 2026
- ·Merger closing subject to HSR waiting period, no MAE, and customary conditions
- ·Class B shares carry 10 votes per share vs. 1 for Class A
02-03-2026
On February 27, 2026, CMS notified Elevance Health, Inc. of its intent to impose intermediate sanctions suspending new Medicare Advantage-Prescription Drug (MA-PD) plan enrollments and certain beneficiary communications, effective March 31, 2026, unless resolved, due to alleged noncompliance with risk adjustment data submission requirements for dates of service prior to April 3, 2023. The sanctions do not impact benefits for current MA-PD members. Elevance Health, which revised its practices in April 2023 following regulatory guidance, is engaging cooperatively with CMS to address the concerns.
- ·Sanctions relate specifically to Medicare Advantage risk adjustment data submission requirements for dates of service prior to April 3, 2023.
02-03-2026
Dare Bioscience, Inc. (DARE) filed an 8-K on March 02, 2026, under Items 7.01 (Regulation FD Disclosure) and 9.01 (Financial Statements and Exhibits), attaching Exhibit 99.1. No substantive financial, operational, or performance details are available in the provided filing excerpt.
- ·Filing Type: 8-K
- ·Items Reported: 7.01, 9.01
- ·Subcategory: Regulation FD Disclosure
02-03-2026
On March 1, 2026, Our Bond, Inc. (OBAI) amended warrants originally issued October 27, 2025, reducing the exercise price for 12,000,000 shares from $12.35 to discounted levels of $2.25 (4.5M shares), $2.75 (3.75M shares), and $3.25 (3.75M shares) for 90 days, after which it reverts to $12.35; 15,991,902 shares remain purchasable overall. Simultaneously, the company issued a $2.5M promissory note to Ascent Partners Fund, LLC at 10% interest, maturing September 1, 2026, requiring 25% of future securities offering proceeds toward repayment, with default penalties including 24% interest. This provides short-term financing but introduces dilution risk from lower warrant prices and debt obligations.
- ·Warrant original expiration: July 27, 2026
- ·Note events of default include failure to pay principal/interest within 5 business days, covenant breaches, defaults on indebtedness over $150,000, or change of control
- ·All other warrant terms unchanged post-amendment
02-03-2026
Public Policy Holding Company, Inc. (PPHC) issued 342,500 new Common Shares of $0.001 each pursuant to the partial exercise of the over-allotment option from its January 2026 IPO, bringing total issued and voting share capital to 28,923,571 shares. The New Shares, ranking pari passu with existing shares, will be admitted to trading on AIM on or around March 5, 2026. No financial performance metrics or declines were reported.
- ·Engaged by approximately 1,400 clients across sectors including healthcare, financial services, energy, technology, telecoms, and transportation.
- ·Operations across 18 offices in the United States and internationally.
- ·Incorporated in 2014.
02-03-2026
Rhythm Pharmaceuticals announced additional positive 52-week data from its Phase 3 TRANSCEND trial of setmelanotide in acquired hypothalamic obesity, showing a -18.8% placebo-adjusted difference in BMI reduction across 142 patients (including 12 Japanese and 10 supplemental patients), with the setmelanotide group (n=94) achieving -16.4% BMI reduction vs. +2.4% for placebo (n=48). Among patients aged 12+ (n=98), setmelanotide reduced weekly hunger scores by an average of 2.5 points vs. 1.3 points for placebo. The sNDA is under FDA review with a PDUFA goal date of March 20, 2026, and final data submission planned for March 2, 2026.
- ·Trial met primary endpoint (p<0.0001) and key secondary endpoint for hunger score in patients aged 12+ (p=0.0015).
- ·EMA CHMP expected to issue opinion in Q2 2026 with potential EC marketing authorization in H2 2026.
- ·Plans to submit full data package to Japan PMDA for marketing authorization.
- ·Acquired hypothalamic obesity estimated at 10,000 patients in US and Europe, 5,000-8,000 in Japan.
02-03-2026
Rein Therapeutics, Inc. (RNTX) entered into a Securities Purchase Agreement dated February 2026 to sell an unsecured promissory note to a purchaser, as part of a series of notes with an aggregate principal amount of up to $5.5M, including a prior $2.5M note issued in January 2026. The notes include a 20% original issue discount on the purchase price. No financial performance metrics or period-over-period comparisons are provided in the filing.
- ·Agreement closing to occur no earlier than first Business Day after February 2026 and no later than fifth Business Day after.
- ·SEC filing date: March 02, 2026.
- ·Exemption under Section 4(a)(2) of Securities Act and Rule 506 of Regulation D.
02-03-2026
Artificial Intelligence Technology Solutions, Inc. (AITX), through its subsidiary Robotic Assistance Devices, Inc. (RAD), announced a new channel partner placed an immediate first-day order for two RIO™ 360 units, one ROSA™ system, and three SARA™ software licenses, signaling strong confidence in RAD's expanding channel ecosystem and integrated autonomous security solutions. This aligns with RAD's strategy of scaling via committed multi-system deployments in the nearly $50B USD security industry, where RAD offers 35%-80% cost savings over manned guarding. RAD maintains a prospective sales pipeline with over 35 Fortune 500 companies, though no specific order value or revenue impact was disclosed.
- ·RAD has successfully completed SOC 2 Type 2 audit, validating internal controls for customer data protection.
- ·RAD invites security professionals to ISC West 2026 for live demonstrations and meetings.
- ·All RAD technologies, AI-based analytics, and software platforms are developed in-house.
02-03-2026
Public Storage released a same-store operating update for the period ended February 25, 2026, covering 2,755 facilities (192.1M sq ft), with occupancy improving to 91.7% from 90.6% (+1.1%). However, move-in activity weakened significantly, with contract rents gained from move-ins declining 10.2% to $36.9M, square footage down 5.7%, and average rent per sq ft falling 4.7% to $11.93, while annual contract rent per occupied sq ft was nearly flat at $22.13 (-0.1%). Promotional discounts decreased 16.0% to $9.2M and contract rents lost from move-outs fell 7.6% to $53.5M.
- ·Same Store Facilities owned and operated on stabilized basis since January 1, 2024
- ·Investor Presentation posted on March 1, 2026, for upcoming investor conference
- ·Annual Report on Form 10-K for year ended December 31, 2025 filed February 12, 2026
02-03-2026
EACO Corp filed an 8-K on March 2, 2026, disclosing entry into a material definitive agreement under Item 1.01 and the creation of a direct financial obligation under Item 2.03, with related financial statements and exhibits under Item 9.01. No specific financial metrics, amounts, or performance comparisons were detailed in the filing notice. This represents a material event potentially impacting the company's capital structure.
- ·Filing CIK: 0000784539
- ·SIC: 5065 - WHOLESALE-ELECTRONIC PARTS & EQUIPMENT, NEC
- ·Fiscal Year End: August 31
- ·Business Address: 5065 E Hunter Ave, Anaheim, CA 92807
02-03-2026
KinderCare Learning Companies, Inc. filed an 8-K on March 02, 2026, disclosing that on February 26, 2026, its Compensation Committee approved the KinderCare Learning Companies, Inc. Short Term Incentive Plan, effective January 4, 2026. The Plan governs annual performance-based cash bonus awards for selected officers and employees, tied to financial, operational, and strategic metrics determined by the Committee. No specific performance targets, award amounts, or participant details were disclosed in the filing.
- ·Plan attached as Exhibit 10.1
- ·Compensation Committee has authority to adjust awards for unusual or non-recurring events
02-03-2026
EQV Ventures Acquisition Corp. (NYSE: FTW) shareholders approved the business combination with Presidio Investment Holdings LLC, a mature oil and gas operator, at an extraordinary general meeting on February 27, 2026. The transaction is expected to close on or about March 4, 2026, subject to closing conditions, with shares of the combined entity to trade on NYSE under 'FTW' starting March 5, 2026. Presidio anticipates providing dividend details post-closing, highlighting its capital-light platform for shareholder returns, though dividends are not guaranteed and subject to various risks.
- ·EQV sponsored by affiliate of EQV Group, formed in 2022.
- ·Presidio headquartered in Fort Worth, TX, focused on Mid-Continent operations.
- ·A Form 8-K with full voting results to be filed with SEC.
- ·Contacts: Presidio@icrinc.com; IR@eqvventures.com
02-03-2026
Crane Harbor Acquisition Corp. (CHAC), a SPAC, filed a definitive proxy statement (DEFM14A) on March 2, 2026, for an extraordinary general meeting on March 19, 2026, seeking approval for its business combination with Xanadu Quantum Technologies Inc. (Old Xanadu) via Xanadu Quantum Technologies Limited (NewCo), including SPAC's continuance from Cayman Islands to Ontario and share exchanges under a Plan of Arrangement dated November 3, 2025. The transaction contemplates issuance of 515,387,046 NewCo Class A Multiple Voting Shares and 79,747,482 Class B Subordinate Voting Shares, alongside PIPE financing at $10.00 per share from investors including affiliates of Crane Harbor Sponsor, LLC. No prior period financial performance data or metrics are disclosed in the filing.
- ·Business Combination Agreement dated November 3, 2025, between Crane Harbor Acquisition Corp., Xanadu Quantum Technologies Limited (NewCo), and Xanadu Quantum Technologies Inc. (Old Xanadu).
- ·Extraordinary General Meeting on March 19, 2026, at 10:00 a.m. Eastern Time, held virtually.
- ·Proposals for vote: Business Combination Proposal (Proposal No. 1), Continuance Proposal (Proposal No. 2), Adjournment Proposal (Proposal No. 3).
- ·SPAC Rights to be exercised for 1/10 of one SPAC Class A Share prior to Closing.
- ·NewCo intends to list Class B Subordinate Voting Shares on Nasdaq and TSX post-Closing.
02-03-2026
PROG Holdings, Inc. (NYSE:PRG) announced a 7.7% increase in its quarterly cash dividend to $0.14 per share from the prior $0.13 per share, payable on March 24, 2026, to shareholders of record as of March 12, 2026. The Board of Directors declared the dividend on February 25, 2026. No declines or flat metrics were reported in this announcement.
- ·Filing Date: March 02, 2026
- ·Announcement Date: February 25, 2026
- ·Record Date: March 12, 2026
- ·Payment Date: March 24, 2026
- ·Headquartered in Salt Lake City, UT
02-03-2026
Miami International Holdings, Inc. issued 1,033,166 shares of its common stock on February 25, 2026, through cashless exercises of pre-funded warrants and warrants by two warrant holders, in exchange for the surrender of 29,404 shares. This issuance occurred between February 18, 2026, and February 25, 2026, and was made in reliance on the Section 4(a)(2) exemption from Securities Act registration. No cash consideration was received.
- ·Issuance dates: both tranches on February 25, 2026
- ·Warrant exercise price for second tranche: $5.50 per share
- ·Exemption relied upon: Section 4(a)(2) of the Securities Act
02-03-2026
On February 27, 2026, ProCap Financial, Inc. completed the acquisition of 450 Bitcoin via the assignment of previously entered put option contracts with FalconX Bravo, Inc., dated January 5 and January 20, 2026. The transaction utilized approximately $35.4 million in net capital sourced from the company's working capital account. No additional financial impacts, declines, or comparative data were disclosed.
- ·Option contracts entered in ordinary course of business
- ·Securities traded on The Nasdaq Stock Market LLC under symbols BRR and BRRWW
- ·Registrant is an emerging growth company
02-03-2026
TPG RE Finance Trust (TRTX) reported a $4.3B loan portfolio at 100% performing status with a 7.15% weighted average all-in yield as of December 31, 2025, alongside $143M in liquidity and full dividend coverage via $0.24 distributable earnings per share for 4Q25 matching the declared dividend. The company originated $843M in new loans in 4Q25 and repurchased 3.2M shares for $25.3M during FY25, with strong repayments of $987.9M for the year; however, GAAP net income per share was flat at $0.00 for 4Q25, loan risk rating remained unchanged YoY at 3.0, and debt-to-equity rose from 2.14x at year-end 2024 to 3.0x amid increased leverage.
- ·One loan on non-accrual status (<1% of UPB), accounted for on cash basis as of Dec 31, 2025
- ·Redeemed $114.6M of TRTX 2019-FL3 and $411.5M of TRTX 2021-FL4 investment grade securities in FY25
- ·Book value per share $11.07 at Dec 31, 2025; closing share price $8.46 on Feb 25, 2026
02-03-2026
Chaince Digital Holdings Inc. (CD) entered into a Securities Purchase Agreement on February 25, 2026, to sell 6,500,000 ordinary shares at $0.774 per share to non-U.S. investors for a total of $5.03M, under Regulation S exemption. The offering is expected to close on or before March 12, 2026. No financial performance metrics or period comparisons were reported.
- ·Securities registered: Common Shares, par value US$0.004 per share, trading symbol CD
- ·Exemption relied upon: Rule 903 of Regulation S under the Securities Act of 1933
- ·Principal executive offices: 1251 Avenue of the Americas, Fl 41, New York, NY 10019
02-03-2026
Paloma Acquisition Corp I, a blank check company (SPAC), completed its IPO on February 20, 2026, raising $150M in gross proceeds from 15M public units at $10 each, with proceeds held in trust; simultaneously sold 500K private placement units for $5M. The balance sheet as of February 20 shows total assets of $151.6M including $150M trust cash, but a shareholders' deficit of $4.7M due to offering costs and transaction expenses of $9.5M. On February 25, 2026, it closed an over-allotment of 1.45M units for additional $14.5M gross proceeds.
- ·Business Combination must target businesses with fair market value at least 80% of Trust Account net assets.
- ·Completion Window: 24 months from IPO closing (February 20, 2026).
- ·Sponsor purchased 350K of 500K Private Placement Units; underwriters purchased 150K.
- ·562,500 Class B shares subject to forfeiture if over-allotment not exercised (but it was).
02-03-2026
On February 26, 2026, Tilly’s, Inc. amended its Third Amended and Restated Tilly's 2012 Equity and Incentive Award Plan to increase the maximum aggregate shares of Class A common stock per person per calendar year to 2,500,000 shares. Concurrently, the company canceled and re-granted to President and CEO Nathan Smith time-based options for 900,000 shares and performance-based options for 900,000 shares, originally issued in September 2025, under identical terms including exercise price, vesting, and expiration.
- ·Amendment filed as Exhibit 10.1.
- ·Original options granted to Nathan Smith in September 2025 upon commencement of employment.
- ·Event reported on February 26, 2026; filing signed February 27, 2026.
02-03-2026
NewAmsterdam Pharma released an investor presentation highlighting obicetrapib's clinical progress, including topline results from BROOKLYN, BROADWAY, and TANDEM Phase 3 trials showing 35-40% LDL-C lowering as monotherapy and 45% Lp(a) lowering, with an observed MACE reduction at 1-year and cash position of ~$729M at YE2025 supporting potential US launch if approved. The presentation emphasizes a $8B+ global peak sales opportunity targeting ~30M US patients not at LDL-C goals, beneficial effects beyond LDL-C on ApoB, HDL-C, Lp(a), and other markers, alongside comprehensive IP until mid-2043. Company doubled workforce to ~100 employees while building commercial functions, though forward-looking statements note risks like trial uncertainties and market access hurdles.
- ·~75M US patients with elevated Lp(a) >100-125 nmol/L, ~18M US patients far from LDL-C goal (>20% above), ~5M ASCVD patients not at LDL-C <70 mg/dL, ~8M high-risk ASCVD not at <55 mg/dL
- ·Non-statin LLT growth in high double digits, Repatha +45% Rx growth in 2024
- ·IP protection until mid-2043, blinded data in >9,500 patients
02-03-2026
Medallion Financial Corp. repaid at maturity the full $31.25M aggregate principal amount of its privately placed notes on February 26, 2026, as disclosed under Regulation FD. No other financial impacts or issues were reported in the filing.
02-03-2026
CCC Intelligent Solutions Holdings Inc. appointed John A. Schweitzer as a Class II Director effective March 2, 2026, leveraging his extensive experience as former EVP, Sales at Salesforce (Informatica division), EVP and Chief Revenue Officer at Informatica, and senior roles at Software AG, Workday, SAP, and Oracle. The Board determined Mr. Schweitzer to be independent under applicable rules and reconstituted the Nominating and Corporate Governance Committee by appointing Teri Williams as chairperson and adding Mr. Eilam and Mr. Schweitzer, resulting in Mr. Wei no longer serving on the committee. Mr. Schweitzer will receive standard non-employee director compensation as detailed in the company's April 8, 2025 proxy statement.
- ·Mr. Schweitzer joined Salesforce in November 2025 via its acquisition of Informatica and served as EVP, Chief Revenue Officer at Informatica from March 2021, including through its IPO in November 2021.
- ·No family relationships, arrangements, or reportable transactions under Item 404(a) of Regulation S-K involving Mr. Schweitzer.
02-03-2026
TEGNA Inc. reported Q4 2025 revenue down 19% YoY to $706M and full-year 2025 revenue down 13% YoY to $2.7B, primarily due to lower political advertising revenue in an even-to-odd year cycle, with distribution revenue slightly down and AMS revenue down 4% annually but up 4% in Q4. The company achieved all full-year 2025 guidance metrics, including $1.0B in two-year Adjusted free cash flow, with operating expenses down 2% on cost-cutting, though Adjusted EBITDA fell 38% to $579M; it remains on track to close its $6.2B acquisition by Nexstar Media Group in H2 2026 subject to approvals. Positive updates include 69% YoY growth in CTV monthly active users.
- ·Q4 2025 GAAP net income $56M (down 69% YoY); diluted EPS $0.34 (down 69% YoY)
- ·FY 2025 GAAP net income $220M; diluted EPS $1.34
- ·Q4 2025 net leverage 2.8x
- ·TEGNA stations #1 local CTV streaming app in 40 of 41 markets per Comscore
- ·Mobile app beta: session length up 2x, videos per session up 15x
- ·Suspended share repurchases; continuing quarterly dividends
02-03-2026
Klaviyo, Inc. announced on March 2, 2026, that its board of directors authorized a $500M share repurchase program for its Series A Common Stock, with no expiration date and flexibility to modify, suspend, or discontinue. As part of the program, the company plans to imminently enter into a $100M accelerated share repurchase transaction. Repurchases may occur via open market, private negotiations, 10b5-1 plans, or other compliant means.
- ·Filing includes Exhibit 104: Cover Page Interactive Data File (Inline XBRL).
02-03-2026
Cognition Therapeutics announced advancement of zervimesine (CT1812) for dementia with Lewy bodies (DLB) psychosis, pursuing a potential registrational path based on FDA Type C meeting minutes from January 21, 2026, and Phase 2 SHIMMER data showing 86% slowing of neuropsychiatric symptom decline (NPI-12) vs. placebo in 130 patients. No treatments are currently approved for DLB psychosis, which affects up to 75% of patients and leads to institutionalization, highlighting an unmet need. The company plans an FDA Division of Psychiatry meeting by mid-2026, with SHIMMER supported by a $30M NIH grant.
- ·SHIMMER study: 6-month double-blind, placebo-controlled trial with 100mg or 300mg daily oral zervimesine doses.
- ·Next DLB study: randomized to 100mg oral zervimesine or placebo, focusing on hallucinations, delusions, anxiety, aggression, agitation; open-label extension eligible.
- ·Type C FDA meeting: January 21, 2026; next meeting with FDA Division of Psychiatry by mid-2026.
02-03-2026
BioAtla, Inc. announced a formal strategic review process to explore options like asset sales, licensing, or partnerships to maximize shareholder value, engaging Tungsten Advisors as financial advisor. Concurrently, the company is implementing a major restructuring, including a ~70% workforce reduction and cost-containment measures while retaining essential staff and continuing select clinical trials like Phase 1 for BA3182. No assurance of any transaction outcome, amid going concern doubts and need for funding.
- ·Clinical pipeline includes Phase 3 Ozuriftamab vedotin in OPSCC, Phase 2 Mecbotamab vedotin in sarcoma/mKRAS NSCLC and Evalstotug in melanoma.
- ·Preclinical assets: BA3361 (IND-approved), BA3151, BA3142 (IND-ready), BA3311, BA3241.
- ·FDA Fast Track Designation for Ozuriftamab vedotin in recurrent/metastatic SCCHN.
- ·Ongoing Phase 1 study for BA3182 in advanced adenocarcinoma.
- ·References going concern doubts and need for additional funding.
02-03-2026
DiamondRock Hospitality Co released its March 2026 investor presentation highlighting 2025 performance that exceeded guidance with Comparable RevPAR up 0.4% YoY, Total RevPAR up 1.2% YoY, Adjusted EBITDA at $297.6M, and Adjusted FFO at $1.08/share, alongside $37M in share repurchases and redemption of $121.5M preferred stock. However, Urban Resorts saw RevPAR decline 3.2% YoY, and 2026 guidance projects modest growth with Comparable RevPAR at 1.0-3.0% (midpoint 2.0%) but Adjusted EBITDA slightly down to $287-302M (midpoint $294.5M). The company emphasized capital recycling, including $92M Westin DC sale and $30M AC Minneapolis acquisition, targeting FCF/share outperformance.
- ·Scheduled capital expenditures at 7-9% of revenue annually through 2030.
- ·2026 guidance: Cash corporate expenses $25-26M, cash interest $57.5-58.5M.
- ·Portfolio: 56% Lifestyle/Resort, 31% Urban Lifestyle, strong convention markets exposure.
- ·Preferred stock redemption provides $0.03 FFO/share tailwind in 2026.
- ·2026 group revenue pace +15%, with Q2-Q4 +50%.
02-03-2026
Paramount Skydance Corporation (PSKY) announced a definitive agreement to acquire Warner Bros. Discovery, Inc. (WBD) for $31.00 per share in cash, valuing WBD at $81B equity value and $110B enterprise value, funded by $47B in new Class B shares at $16.02 per share from the Ellison Family and RedBird Capital Partners, plus $54B in debt commitments. The deal, unanimously approved by both boards, is expected to close in Q3 2026 with over $6B in projected synergies and a net debt-to-EBITDA of 4.3x at close, unlocking expanded content libraries, streaming platforms, and sports rights. No historical declines or flat metrics are reported, positioning the combined entity for growth in DTC and theatrical releases with a minimum of 30 films annually.
- ·Expected net debt-to-EBITDA of 4.3x at closing, with path to investment grade within three years.
- ·Shareholder vote for WBD expected in early spring 2026.
- ·Conference call and webcast on March 2, 2026 at 8:30am ET.
- ·Transaction not subject to financing conditions; prior tender offer terminated.
02-03-2026
Roblox Corporation disclosed that Arvind K. Chakravarthy, its Chief People and Systems Officer, notified the company of his resignation effective March 6, 2026, to pursue other opportunities. The resignation was announced on February 24, 2026, with no details provided on a successor or any related compensatory arrangements.
- ·Filing submitted on March 2, 2026, reporting the earliest event on February 24, 2026.
02-03-2026
Apogee Therapeutics reported full year 2025 financial results with cash, cash equivalents, and marketable securities of $902.9M as of Dec 31, 2025, up 23.5% from $731.1M in 2024, providing runway into 2H 2028. However, net loss widened to $255.8M from $182.1M YoY, driven by R&D expenses rising 28% to $214.7M and G&A up 45% to $70.9M due to pipeline advancement and headcount growth. Pipeline progress includes APEX Phase 2 Part A 52-week data expected in March 2026, Part B in Q2 2026, and Phase 3 AD initiation in 2H 2026, alongside positive asthma Phase 1b interim results.
- ·Total assets $937.1M as of Dec 31, 2025 vs $754.0M as of Dec 31, 2024
- ·Cash and cash equivalents $131.5M (Dec 31, 2025) vs $141.8M (Dec 31, 2024); short-term marketable securities $598.6M vs $378.9M
- ·Positive interim results from APG333 Phase 1 healthy volunteer trial in Nov 2025
- ·Common stock outstanding: 68.4M shares (Dec 31, 2025) vs 58.1M (Dec 31, 2024)
02-03-2026
Astrana Health reported FY 2025 total revenue of $3.18B, up 56% YoY from $2.03B, with Care Partners revenue up 55% to $3.02B, and adjusted EBITDA of $205.4M, up 21% YoY; Q4 revenue grew 43% YoY to $950.5M and adjusted EBITDA rose 50% to $52.5M. However, net income was modest at $22.5M for the year ($0.46 diluted EPS), the Care Delivery segment posted an operating loss of $2.0M, and the company disclosed a material weakness in internal controls over acquisition accounting, delaying its 10-K filing.
- ·Total assets increased to $2.22B from $1.35B as of Dec 31, 2025.
- ·2026 guidance: Q1 revenue $900-1,000M, adjusted EBITDA $60-70M; FY revenue $3.8-4.1B, adjusted EBITDA $250-280M.
- ·Form 10-K filing delayed via Form 12b-25 due to material weakness in internal controls over acquisition and purchase accounting; expected within 15-day extension.
- ·Stock repurchase program authorization increased from $50M to $100M; no expiration date.
02-03-2026
Xeris Biopharma reported record Q4 2025 total revenue of $86M, up 42.8% YoY, driven by Recorlev net revenue doubling to $45.3M (+100.5%), Gvoke up 5.9% to $24.6M, and Keveyis up 15.1% to $12.8M; however, royalty revenue declined 23.3% to $2.4M. Full-year 2025 total revenue hit a record $292M, up 43.7% YoY, with Recorlev surging 116.7% to $139.3M and Gvoke up 13.6% to $94.1M, but Keveyis fell 3.8% to $47.6M; the company turned profitable with net income of $0.6M vs. prior $54.8M loss and Adjusted EBITDA of $59.4M. FY2026 revenue guidance is $375M-$390M, implying >30% growth at midpoint, with higher R&D (+$25M) and SG&A (+$45M) expenses planned.
- ·COGS increased 16% YoY in both Q4 and FY 2025 due to higher product revenue.
- ·R&D expenses up 29% Q4 and 22% FY 2025, primarily for XP-8121.
- ·SG&A expenses up 18% Q4 ($7.4M) and 12% FY ($18.9M), driven by personnel costs.
- ·FY2026 outlook: R&D +$25M, SG&A +$45M vs. 2025, gross margin modest improvement, Adjusted EBITDA dollar increase.
02-03-2026
Sealed Air reported Q4 2025 net sales of $1.40B, up 2.1% YoY reported but down 0.7% on constant currency, with Adjusted EBITDA rising 2.7% to $278M; full-year 2025 net sales declined 0.6% to $5.36B, though Adjusted EBITDA increased 2.1% to $1.13B and Adjusted EPS grew 6.4% to $3.34. Food segment sales were up 2% in Q4 but volumes down 1%, while Protective segment sales rose 3% with volumes up 1%; cash flow from operations fell 13.7% to $628M. Stockholders approved the acquisition by CD&R funds at $42.15 per share (enterprise value $10.3B), with closing expected mid-2026.
- ·Net leverage ratio improved to 3.2x as of Dec 31, 2025 from 3.6x as of Dec 31, 2024.
- ·Q4 effective tax rate was 56.6% vs 100.5% prior year; full year 7.4% vs 41.2%.
- ·Free Cash Flow was $459M in FY2025 vs $454M adjusted in FY2024.
- ·No conference call hosted due to pending acquisition.
02-03-2026
Sionna Therapeutics reported Q4 and FY 2025 financial results, with R&D expenses increasing 6% YoY to $15.2M in Q4 and 5% to $60.3M for the year, while G&A expenses surged 118% to $8.4M in Q4 and 116% to $28.7M annually, driving net losses wider to $20.4M in Q4 (up 29% YoY) and $75.3M for FY (up 22% YoY). Pipeline progress remains strong, with PreciSION CF Phase 2a trial for SION-719 and Phase 1 dual combination trial for SION-451 on track for topline data in mid-2026. Cash position strengthened significantly to $310.3M, funding operations into 2028.
- ·Working capital of $229.7M as of Dec 31, 2025 (vs $140.6M as of Dec 31, 2024).
- ·Total assets $326.0M as of Dec 31, 2025 (vs $185.8M as of Dec 31, 2024).
- ·Total stockholders’ equity $306.8M as of Dec 31, 2025 (vs deficit of $163.7M as of Dec 31, 2024).
02-03-2026
DNA X, Inc. (formerly Sonim Technologies, Inc., ticker SONM) completed the acquisition of 100% membership interests in DNA X LLC from DNA Holdings Venture, Inc. on December 15, 2025, for 223,201 shares of its common stock, representing 19.99% of outstanding shares. This 8-K/A filed on March 2, 2026, amends the original December 18, 2025 filing to clarify that the transaction does not constitute a 'significant amount of assets' under Item 2.01, eliminating the need for financial statements or pro forma information.
- ·Original 8-K filed December 18, 2025
- ·Registrant address: 4445 Eastgate Mall, Suite 200, San Diego, CA 92121
02-03-2026
Shake Shack Inc. filed this 8-K on March 2, 2026, to correct its Form 10-K for FY ended December 31, 2025, revising the Shack sales contribution from 45 new Company-operated Shacks from an incorrectly stated $218.5M to $68.3M. Shack sales grew 15.2% YoY to $1.4B, driven by new openings but partially offset by a decline in guest traffic; excluding the 53rd week, growth was 12.9% YoY. The correction significantly lowers the reported impact of expansions amid ongoing traffic weakness.
- ·FY2025 included a 53rd week, impacting reported YoY growth
- ·No other changes to the Form 10-K
02-03-2026
Hawaiian Electric Industries Inc. disclosed material U.S. federal income tax considerations for Non-U.S. Holders on the purchase, ownership, and disposition of its Common Stock issued pursuant to an offering via Exhibit 99.1 in an 8-K filing. Key points include 30% withholding tax on dividends (subject to treaty reductions), potential tax on gains if classified as a USRPHC, and no anticipated dividends in the near term. The disclosure emphasizes consulting tax advisors due to uncertainties like USRPHC status and retroactive changes.
- ·Distributions treated as dividends only to extent of current/accumulated earnings and profits; excess is return of capital then capital gain.
- ·Effectively connected income exempt from withholding but taxed on net basis; corporations may face 30% branch profits tax.
- ·Backup withholding generally not applicable with proper Form W-8 certification; FATCA withholding possible on foreign accounts.
- ·USRPHC status undetermined as it depends on fair market value of U.S. real property interests vs. other assets.
02-03-2026
enCore Energy Corp. announced the retirement of founder William M. Sheriff as Executive Chair and Director, effective March 2, 2026; he transitions to Chairman Emeritus and Senior Advisor on the Technical Advisory Committee while accepting the role of Executive Chair at Verdera Energy Corp. enCore, the largest shareholder of Verdera, plans to distribute Verdera common shares to its shareholders following the effectiveness of Verdera's resale registration statement, as previously noted on February 18, 2026. The company is participating in PDAC 2026, presenting at the Investor Forum on March 3 at 3:32 p.m. ET.
- ·enCore operates two Central Processing Plants in South Texas.
- ·enCore holds non-core assets and proprietary databases.
- ·PDAC 2026 attendance: March 1-3, 2026, in room 801A for presentation.
02-03-2026
RadNet reported record Q4 2025 Total Revenue of $547.7M, up 14.8% YoY from $477.1M, and Adjusted EBITDA of $87.7M, up 16.9% YoY, driven by 14.1% aggregate advanced imaging volume growth and 9.6% same-center growth; full-year 2025 Revenue rose 11.5% to $2,040.2M with Adjusted EBITDA up 7.4% to $300.2M. However, Adjusted EPS was slightly down at $0.23 from $0.24 YoY, with Q4 Net Loss of $0.6M versus prior Net Income of $5.3M, and full-year Net Loss of $18.7M; Digital Health full-year Adjusted EBITDA grew only 1.9% to $15.5M despite 41.1% Revenue growth to $92.7M. The company issued strong 2026 guidance, including 17%-19% Imaging Center Revenue growth to $2.325-2.375B.
- ·Q4 MRI volume +15.8% YoY, CT +10.3%, PET/CT +28.3%, overall volume +7.0%; same-center: MRI +11.4%, CT +6.3%, PET/CT +14.3%, overall +4.5%.
- ·One-time Q4 items included $2.3M acquisition costs, $6.5M equipment loss, $6.3M non-cap R&D.
- ·2026 Imaging Center guidance: Adj EBITDA $335-348M (+18-22%), Free Cash Flow $105-115M (+29-41%).
- ·Digital Health ARR expected to approach/exceed $140M at Dec 31, 2026.
- ·Network of 418 owned/operated outpatient imaging centers.
02-03-2026
Humana Inc. reaffirms its FY 2026 guidance of at least $8.89 in GAAP diluted EPS and at least $9.00 in Adjusted (non-GAAP) EPS during senior management investor and analyst meetings scheduled from March 2 to March 31, 2026. This guidance is consistent with the company's press release dated February 11, 2026. Reconciliation includes add-back of $0.15 amortization of identifiable intangibles and $(0.04) cumulative net tax impact.
- ·Investor and analyst meetings scheduled between March 2, 2026 and March 31, 2026
- ·Guidance consistent with press release dated February 11, 2026
- ·FY 2026 ends December 31, 2026
- ·GAAP EPS guidance excludes future value changes to unestimated items; potential changes expected due to strategic initiatives
02-03-2026
GeneDx Holdings Corp. entered into a $100M term loan agreement with Blackstone on February 27, 2026, to fully repay its existing credit agreement dated October 27, 2023, with Perceptive Credit Holdings IV, LP, and support balance sheet optimization and general corporate purposes. The new five-year loan bears interest at Term SOFR plus 4.50% (with a 1.50% floor), is secured by substantially all assets, and includes a $50M minimum liquidity covenant. No performance metrics or declines were reported in the filing.
- ·Term Loan prepayable at option but subject to yield protection premiums and mandatory prepayments on change of control, asset sales, or certain indebtedness.
- ·Obligations guaranteed by certain subsidiaries.
- ·Loan Agreement to be filed as exhibit to Q1 2026 10-Q.
02-03-2026
EyePoint Pharmaceuticals (EYPT) announced the first patients dosed in both global Phase 3 COMO and CAPRI clinical trials of investigational DURAVYU (vorolanib intravitreal insert) for diabetic macular edema (DME), a disease affecting approximately 28 million people worldwide. Each trial plans to enroll about 240 patients in a non-inferiority design versus aflibercept control, with topline data expected in 2H 2027; this builds on positive Phase 2 VERONA results and ongoing wet AMD Phase 3 trials (LUGANO and LUCIA) with data anticipated mid-2026. No safety signals observed in over 190 patients across prior trials.
- ·Trials follow non-inferiority pathway with primary endpoint of BCVA change at weeks 52/56 versus aflibercept; secondary endpoints include treatment burden reduction and OCT anatomical results.
- ·DURAVYU provides sustained release for at least six months via single intravitreal injection.
- ·Positive End of Phase 2 FDA meeting; alignment with FDA and EMA.
02-03-2026
GT Biopharma, Inc. announced non-reliance on its Q2 and Q3 2025 interim financial statements due to misclassification of Greenshoe Rights from the May 2025 private placement as equity instead of a $28.7M liability under ASC 480, resulting in a restated Q2 net loss of $30.2M (vs. original $1.4M loss) and stockholders' equity turning to a $25.9M deficit at June 30, 2025. While operations losses remained unchanged, a $11.4M fair value gain in Q3 led to restated Sep 30 equity of $3.0M positive and reduced 9-month net loss attributable to common stockholders to $26.9M (still worsened from original $5.6M). The company will file restated 10-Q/As and include corrections in its 2025 Form 10-K.
- ·Loss from operations unchanged across all restated periods.
- ·Cash flows from operating, investing, and financing activities unchanged by restatement.
- ·Restated 10-Q/As to be filed as soon as practicable; corrections included in 2025 Form 10-K.
02-03-2026
AAON reported strong FY2025 net sales growth of 20.1% to $1.44B from $1.20B and Q4 2025 sales up 42.5% to $424.2M from $297.7M, driven by robust BASX-branded data center demand (Q4 sales +138.8% to $181.4M) and record backlog of $1.83B (+110.9% YoY). However, FY2025 gross margin declined to 26.7% from 33.1% and Q4 margin was slightly down at 25.9% from 26.1%, reflecting investments in capacity expansion, ERP implementation, and fixed cost absorption. GAAP diluted EPS fell to $1.29 for FY2025 from $2.02, though Q4 EPS rose 30% to $0.39; 2026 outlook projects 18-20% sales growth with gross margins of 29-31%.
- ·Manufacturing footprint increased ~25% in 2025.
- ·BASX-branded revenue more than doubled in FY2025.
- ·AAON Coil Products Q4 sales +93.6% YoY to $102.6M, gross margin +5.2 pts to 21.3%.
- ·BASX Q4 gross margin improved to 27.1% from 18.8%.
- ·2026 SG&A expected ~16% of sales; D&A $95M-$100M.
- ·Conference call scheduled for March 2, 2026 at 9:00 a.m. EST.
02-03-2026
ADMA Biologics announced a $200M 2026 total share repurchase initiative, including a $125M accelerated share repurchase (ASR) agreement with JPMorgan, under which it will initially receive approximately 6.4 million shares based on the February 27, 2026 closing price of $15.57 per share. This builds on approximately $160M repurchased since the program's May 2025 authorization, out of a $500M total authorization, reflecting the company's strong financial position, durable free cash flow, and confidence in its undervalued stock. No declines or underperformance were reported in the announcement.
- ·ASR initial shares delivery on or about March 3, 2026; final settlement expected within next five months.
- ·ASR total shares based on volume-weighted average price during term, less discount; may require additional shares, share delivery, or cash payment at settlement.
- ·Company manufactures at FDA-licensed plasma fractionation facility in Boca Raton, Florida.
02-03-2026
ADT Inc. reported FY2025 total revenue growth of 5% to $5.1B and Adjusted EPS up 19% to $0.89, with Adjusted Free Cash Flow rising 16% to $863M; the company returned $791M to shareholders including $604M in share repurchases of 78M shares and announced a new $1.5B three-year repurchase authorization. However, GAAP income from continuing operations declined 3% to $601M, Q4 revenue growth slowed to 1%, Q4 Adjusted Free Cash Flow fell 31% to $154M, end-of-period RMR was flat at $359M, and gross revenue attrition rose to 13.1%. Additionally, ADT acquired Origin AI in February 2026 to enhance ambient sensing capabilities.
- ·Trailing twelve-month revenue payback increased to 2.3 years from 2.2 years.
- ·Gross revenue attrition rose 40 bps to 13.1%.
- ·Average cost of debt lowered to 4.3% with weighted average maturity extended to 5 years.
- ·Multi-year framework targets 5% CAGR revenue growth, 10% Adjusted EPS growth, >10% Adjusted FCF growth, net leverage ≤2.5x.
- ·2026 outlook: Adjusted FCF growth ~20%, revenue and Adjusted EPS approximately flat.
- ·Quarterly dividend of $0.055 per share declared, record date March 12, 2026, payable April 2, 2026.
- ·Added to S&P SmallCap 600 effective Feb. 9, 2026.
02-03-2026
Apellis Pharmaceuticals, Inc. elected Mikael Dolsten, M.D., Ph.D., as an independent Class I director effective March 1, 2026, to serve until the 2027 annual stockholder meeting. Dr. Dolsten will receive standard non-employee director compensation, including a stock option and RSUs each with a Black-Scholes valuation of $300,000 under the 2017 Stock Incentive Plan. No family relationships, related transactions, or committee appointments were noted.
- ·Option vests one-third annually over three years; RSUs vest fully after one year, with deferral option.
- ·Both awards accelerate fully upon change in control.
- ·Election recommended by Nominating and Corporate Governance Committee on February 27, 2026.
02-03-2026
Analysis unavailable
02-03-2026
A consortium led by Global Infrastructure Partners (GIP) and EQT has agreed to acquire AES for $15.00 per share in cash, equating to a $10.7B equity value and $33.4B enterprise value, representing a 40.3% premium to the 30-day VWAP prior to July 8, 2025. The deal addresses AES's capital needs for growth beyond 2027, avoiding potential dividend reductions or significant equity issuances, while maintaining operations of AES Indiana and AES Ohio as regulated utilities. Transaction expected to close in late 2026 or early 2027, subject to approvals.
- ·Consortium to fund 100% of purchase price with equity; no expected impact on regulated utility customer rates.
- ·Fairness opinions provided by J.P. Morgan Securities LLC and Wells Fargo Securities LLC.
- ·AES cancelled Q4 and FY 2025 earnings call scheduled for March 3, 2026; expects to file 10-K on March 2, 2026.
- ·EQT total AUM EUR 270B (EUR 141B fee-generating) as of Dec 31, 2025.
02-03-2026
Shoulder Innovations, Inc. (NYSE: SI) appointed MedTech veteran Drew Hykes to its Board of Directors and Compensation Committee effective February 26, 2026, bringing over 25 years of experience from Inari Medical, Medtronic, and others to support scaling its shoulder arthroplasty portfolio. Concurrently, Independent Director Geoff Pardo resigned after three years of service, with the company expressing gratitude for his contributions. No financial impacts or performance metrics were disclosed.
- ·Drew Hykes served as CEO of Inari Medical from 2023 until its acquisition by Stryker in 2025, and previously as COO and Chief Commercial Officer there.
- ·Hykes led commercialization of WEB Aneurysm Embolization system at Sequent Medical before its acquisition by Terumo.
- ·Contact: Brian Johnston or Sam Bentzinger, Gilmartin Group LLC, ir@shoulderinnovations.com
02-03-2026
RadNet, Inc. (RDNT) announced the acquisition of Gleamer SAS, a Paris-based radiology AI company, for up to €230 million in an all-cash transaction including a post-closing milestone, integrating it into its DeepHealth subsidiary to become the world's largest provider of radiology clinical AI solutions. Gleamer, with over 700 customer contracts across 44 countries, 130 professionals, and a portfolio supporting 25+ clinical indications, achieved ARR CAGR exceeding 90% from 2022-2025 and expects approximately $30M ARR in 2026. The deal is expected to drive cost efficiencies, productivity gains in x-ray (25% of RadNet's volume), and improved patient care by Q3 2026, with no reported declines in performance metrics.
- ·Gleamer founded in 2017; serves 44 countries pre-acquisition, combined >50 countries post.
- ·Acquisition expected to deploy solutions for cost efficiencies and patient care improvements within RadNet by Q3 2026.
- ·Media event: March 2, 2026 at 1 p.m. ET; Investor call: March 5, 2026 at 7:30 a.m. PT; European Congress of Radiology: March 4-7, 2026 in Vienna.
02-03-2026
Septerna announced positive Phase 1 results for SEP-631, an oral MRGPRX2 NAM, showing robust, dose-dependent inhibition of icatibant-induced skin wheal formation with complete inhibition at doses as low as 10 mg once-daily and near-complete at 90-200 mg, alongside a favorable safety profile comparable to placebo and PK supporting once-daily dosing with ~24-hour half-life. The company plans to initiate a Phase 2b trial in chronic spontaneous urticaria (CSU) in the second half of 2026 following long-term toxicology studies, with additional evaluations in chronic inducible urticaria and other mast cell-driven diseases.
- ·Filing Date: March 02, 2026
- ·Conference call and webcast: March 2, 2026, at 8:00 a.m. ET
- ·Icatibant challenges: 10 µg/mL (complete inhibition at 10 mg SEP-631) and 100 µg/mL (dose-dependent inhibition)
- ·SEP-631 doses evaluated: 10 mg, 90 mg, 200 mg once-daily
- ·Additional indications under evaluation: atopic dermatitis, interstitial cystitis, migraine, asthma
02-03-2026
HCW Biologics Inc. (Nasdaq: HCWB) announced on March 2, 2026, that the Nasdaq Hearings Panel determined on February 26, 2026, the Company regained compliance with all continued listing rules for The Nasdaq Capital Market, avoiding delisting. This compliance enables continued access to public markets for capital to advance immunotherapies targeting autoimmune diseases, cancer, and senescence-associated diseases. CEO Dr. Hing C. Wong highlighted the Panel's discretion in providing time to meet the Equity Rule requirements.
- ·Phase 1 study for HCW9302 initiated in November 2025.
- ·Annual Report on Form 10-K filed with SEC on November 14, 2025.
- ·Two licensing agreements for exclusive worldwide rights to proprietary molecules.
- ·Pipeline details available at https://hcwbiologics.com/pipeline/
02-03-2026
Jeffrey D. Bitzer will resign as Chief Development Officer of Coronado Global Resources Inc. effective February 28, 2026, following prior disclosure. On February 26, 2026, he entered a part-time Employment Agreement effective March 1, 2026, for a six-month transition period assisting the Board and management, with monthly compensation of $27,000 and eligibility for employee benefits, retained incentives, and a 2025 short-term incentive payment.
- ·Agreement includes eligibility to retain incentive units in Coronado Group LLC and outstanding Performance Share Units, subject to performance metrics
- ·Mr. Bitzer agreed to execute a general release and remains bound by non-disclosure and confidentiality provisions
- ·Short-term incentive payment under 2025 program to be paid in March 2026
02-03-2026
UroGen Pharma reported full-year 2025 total revenue of $109.8M, up 21% YoY from $90.4M, driven by ZUSDURI launch net sales of $15.8M and JELMYTO net sales of $94M reflecting 7% YoY underlying demand growth. However, net loss widened to $153.5M from $126.9M due to increased R&D expenses ($67.1M, +18%) and SG&A expenses ($155.1M, +28%), with cash and equivalents dropping to $120.5M from $241.7M. The company refinanced its term loan with Pharmakon Advisors for $200M at favorable 8.25% interest and guided modest JELMYTO growth to $97-101M in 2026.
- ·Permanent J Code (J9282) for ZUSDURI effective January 1, 2026.
- ·ZUSDURI FDA approval: June 12, 2025.
- ·UGN-103 NDA submission planned H2 2026; UGN-104 Phase 3 enrollment complete end 2026; UGN-501 IND by end 2026.
- ·Debt refinancing: $200M first tranche February 26, 2026, refinances prior $125M loan; optional $50M tranche by June 30, 2027; 8.25% interest.
- ·2026 operating expenses guidance: $240-250M including $20-24M non-cash share-based compensation.
02-03-2026
Glaukos Corporation released its March 2026 investor presentation, reporting 30% topline growth in 2025 and a 20% 10-year revenue CAGR, driven by leadership in interventional glaucoma and keratoconus markets with products like iDose TR and upcoming Epioxa. The company highlighted a 13-program pipeline, $800M invested in R&D since 2018, and strong clinical data such as 81% of iDose TR subjects free of IOP-lowering meds at 12 months. While forward-looking, the presentation notes risks including commercialization challenges and regulatory hurdles, with no current declines but emphasis on patient non-compliance issues (90%) as market opportunities.
- ·iDose TR FDA-approved for re-administration in Jan 2026; Epioxa commercially available in 1Q 2026
- ·IND amendment for iDose TRIO filed Dec 2025; Phase 3b study commenced recently
- ·Phase 2a initial results for iDose TREX: mean IOP reductions of 8.6-10.8mmHg through Month 3
- ·90% user favorability in initial human factors study for iDose TRIO
02-03-2026
Eton Pharmaceuticals, Inc. (Nasdaq: ETON) announced it has in-licensed U.S. commercialization rights to HEMANGEOL® (propranolol hydrochloride oral solution), the only FDA-approved treatment for proliferating infantile hemangioma, from Pierre Fabre Medicament Sas, effective May 1, 2026. This acquisition achieves Eton's goal of ten commercial rare disease products and is expected to be accretive to 2026 earnings, financed with cash on hand. HEMANGEOL is estimated to treat 5,000-10,000 infants annually in the U.S., with distribution via the Eton Cares™ program offering $0 co-pay for qualifying patients.
- ·Pierre Fabre to commercialize HEMANGEOL in U.S. until April 30, 2026.
- ·HEMANGEOL treatment typically initiated between 5 weeks to 5 months of age and continues for approximately 6 months.
- ·Contact for product info: (847) 787-7361.
02-03-2026
Cantor Equity Partners I, Inc. (CEPO) filed an 8-K on March 2, 2026, attaching an investor presentation from BSTR Holdings, Inc. (Pubco) and BSTR Newco, LLC detailing private placements of convertible notes, convertible preferred stock, Class A ordinary shares, and membership interests dated July 16, 2025, August 7, 2025, and August 25, 2025, in connection with a potential business combination to form a Bitcoin Standard Treasury Company. The presentation emphasizes forward-looking strategies for Bitcoin yield generation and alpha opportunities but is dominated by extensive disclaimers and risks, including potential failure to complete the transactions, high Bitcoin volatility, regulatory uncertainties, and no third-party fairness opinion. No quantitative financial data or performance metrics are disclosed.
- ·Subscription agreements dated July 16, 2025 (multiple transactions), August 7, 2025 (convertible notes), and August 25, 2025 (preferred stock).
- ·CEPO prospectus dated January 6, 2025, filed with SEC on January 7, 2025.
- ·Risks include high correlation of Pubco stock to Bitcoin price, potential shell company status, and shareholder redemption impacts.
02-03-2026
Murphy USA Inc. presented at the Raymond James Institutional Investor Conference in March 2026, highlighting resilient performance with 51 new stores opened in 2025 exceeding guidance, merchandise contribution of $869M, and Adjusted EBITDA of $1.02B, up slightly from $1.01B in 2024. However, fuel volumes declined with same-store YoY at -3.0% and chain fuel contribution held flat amid low volatility and competitive pressures from ~600 new stores within 3 miles since 2020, while store OpEx rose 5.8% to $763M. 2026 guidance targets 45-55 new stores but anticipates continued same-store fuel volume decline of -3.0% to -1.0%.
- ·2026 guidance: Merchandise contribution $890-900M, Retail station OpEx $37.0-38.0K APSM, SG&A $240-250M, Capex $475-525M.
- ·Projected store count evolution: 2020 18% kiosk/51% MUSA 1400/31% others; 2025 7%/32%/29%/32%; 2030E 4%/30%/22%/44%.
- ·Cigarette SOM improved to 20% in 2025 from 16% in 2019.
02-03-2026
NETSTREIT Corp. (NTST) released an investor presentation on March 2, 2026, intended for use in meetings with investors, furnished under Item 7.01 of Form 8-K. The presentation is attached as Exhibit 99.1 and available on the company's Investor Relations website at www.netstreit.com. No specific financial metrics or performance data are disclosed in the filing itself.
02-03-2026
UroGen Pharma Ltd. and UroGen Pharma, Inc. entered into a $250M term loan agreement with BPCR Limited Partnership, BioPharma Credit Investments V (Master) LP, and BioPharma Credit PLC, with $200M (Tranche A) funded on February 26, 2026, to refinance $125M existing debt and fund general corporate purposes, while $50M (Tranche B) is available by June 30, 2027. The loans carry 8.25% fixed interest, mature in approximately 5 years, with principal repayments in four quarterly installments starting Q1 2030, subject to fees including 1.5% funding fee and 1% exit fee, secured by substantially all assets, and include restrictive covenants but no financial covenants.
- ·Loan matures on 5th anniversary of Tranche A Closing Date (February 26, 2026).
- ·Prepayments before 1st anniversary subject to makewhole amount equal to interest through that date.
- ·No financial covenants; includes customary restrictive covenants on asset sales, indebtedness, dividends, and change of control.
- ·Obligations guaranteed by UroGen Pharma Ltd. (subject to Israeli law limitations) and secured by substantially all tangible and intangible assets.
02-03-2026
Sabre Corporation adopted a limited-duration Shareholder Rights Plan effective March 1, 2026, expiring February 28, 2027, with a 15% ownership trigger (20% for passive investors) in response to Constellation Software Inc.'s accumulation of a 9.7% economic stake (4.7% beneficial ownership + 5% derivatives) between April and November 2025. Negotiations for a strategic governance agreement, including a board seat for Constellation's Vela Software CEO, neared completion but abruptly ended on February 26, 2026, without explanation, despite Sabre's reengagement attempts. The plan protects shareholders from creeping control without a premium but leaves room for fair offers or resumed talks.
- ·Rights issued one per share as of close of business March 11, 2026
- ·Constellation nomination notice delivered January 23, 2026; withdrew second candidate February 28, 2026
- ·Unusually high trading volume observed week of February 23-27, 2026
- ·Sabre remains open to resuming discussions with Constellation
02-03-2026
Farmers National Banc Corp. (FMNB) completed its merger with Middlefield Banc Corp. (MBCN) on March 2, 2026, boosting banking assets to over $7.4B from $5.2B as of December 31, 2025 (42% increase) and expanding branches to 83 from 62. The company added two new board members, Kevin A. DiGeronimo and Michael C. Voinovich, while wealth management assets under care remained at over $4.7B. This marks FMNB's seventh bank acquisition in the last decade, enhancing its footprint in Ohio and Pennsylvania.
- ·Operates 83 branches throughout Ohio and Pennsylvania
- ·Forward-looking statements highlight integration risks and economic uncertainties
02-03-2026
Monopar Therapeutics (MNPR) appointed Susan Rodriguez as Chief Commercial and Strategy Officer effective March 2, 2026, to lead commercial strategy and infrastructure ahead of planned NDA submission for ALXN1840 to FDA in H1 2026. Rodriguez has 30+ years of experience, including COO at Avadel (acquired by Alkermes for $2B), CCO at Ardelyx, and CEO at Tolmar Pharmaceuticals. No financial results, declines, or flat metrics reported.
- ·NDA submission for ALXN1840 planned for first half of 2026
- ·Rodriguez holds M.S. and B.S. in psychology from University of Pennsylvania
02-03-2026
Digi Power X Inc. announced the commissioning of its first ARMS 200 modular data center at its Alabama site, with live operations expected in the third week of March 2026, full GPU-as-a-Service revenue generation in April 2026, and 10 MW deployment by Q3 2026, projecting up to $150M annualized revenue at $15M per MW. The company reported $80M in total liquidity as of February 27, 2026 (including ~$62M cash, ~$12M in BTC/ETH, ~$6M deposits), remains debt-free, completed ~$13.1M in YTD infrastructure CapEx, and plans an additional ~$20M by end-Q3 2026. However, it elected energy curtailment in January-February 2026 due to high costs from weather conditions.
- ·Entered non-binding LOI on Jan 7, 2026 with Omnis Pleasants LLC for strategic partnership involving up to 1.3 GW power plant and 200 acres land lease in West Virginia; due diligence extended 120 days.
- ·Uplisted to Cboe Canada effective Feb 27, 2026 (symbol DGX); continues trading on Nasdaq (DGXX).
- ·Ceased BTC mining operations during 2025 at Alabama facility to convert to AI infrastructure hub; evaluating New York facilities for conversion.
- ·Production of five additional ARMS 200 units completed for North Tonawanda, NY site, commissioning by end Q2 2026.
02-03-2026
Essential Properties Realty Trust (EPRT) released its March 2026 investor presentation detailing a stable net lease portfolio as of December 31, 2025, with 99.7% leased occupancy, 3.6x unit-level rent coverage, and same-store rent growth averaging a modest 1.5% over the last four quarters. Investment activity remains robust with $248M in closed acquisitions at ~7.8% cash yield through February 26, 2026, and pro forma liquidity of ~$1.8B supporting a low 3.1x net debt to annualized Adjusted EBITDAre; however, dispositions totaled just $3M at 7.4% yield, reflecting selective capital recycling. The portfolio features $7.5B in undepreciated gross assets across 2,300 properties, with top 10 tenants comprising only 16.5% of cash ABR.
- ·Weighted average remaining lease term (WALT) of 14.4 years and annual escalations of 1.8% as of December 31, 2025.
- ·5.2% of ABR expiring through 2030 with 4.1x coverage.
- ·Weighted average debt maturity of 4.5 years at 4.3% interest rate.
- ·99.2% of cash ABR from tenants required to report unit-level financials.
- ·Historical annualized credit loss of ~30 bps since inception.
- ·AFFO per share growth of ~9% annually since 2019.
02-03-2026
Pulmatrix, Inc. announced the termination of its Merger Agreement with Cullgen Inc. on February 28, 2026, following delays in approval from the China Securities Regulatory Commission, after stockholders approved the merger on June 16, 2025. Despite this termination, the company is advancing discussions on alternative merger opportunities and emphasized its iSPERSE™ technology, supported by 149 granted patents as of December 31, 2025, and pipeline assets like Phase 2-ready PUR3100, PUR1800, and partner-advanced PUR1900. No immediate financial impacts or monetization details from the termination were disclosed.
- ·Merger Agreement originally entered November 13, 2024, and amended April 7, 2025.
- ·Form S-4 registration statement filed February 14, 2025, effective May 9, 2025.
- ·Mutually agreed to waive 'No Solicitation' clause in December 2025 press release.
- ·PUR1900 approved for Phase 3 in India by Cipla; Pulmatrix and Cipla share U.S. rights 50/50.
02-03-2026
Aeries Technology, Inc. (NASDAQ: AERT) announced that its Board of Directors has authorized a share repurchase program of up to $5.0 million of its outstanding Class A ordinary shares over the next twelve months. The program reflects the Board's confidence in the Company's strategy, operating trajectory, and long-term growth opportunities, while providing flexibility for capital allocation to enhance shareholder value. Repurchases may occur via open market purchases, private transactions, or other means and can be suspended or discontinued at any time.
- ·Repurchase authorization effective over a twelve-month period from March 2, 2026
- ·No obligation to repurchase any specific amount of shares
02-03-2026
Day One Biopharmaceuticals reported strong 2025 OJEMDA net product revenue of $155.4M, up 172% from 2024, with prescriptions increasing 181% to 4,635 and CQGR of 36% for revenue and 34% for prescriptions, while guiding for >50% growth to $225-250M in 2026. The company ended 2025 with $441.1M in cash, cash equivalents, and short-term investments, supporting pipeline advancement including Emi-Le Phase 1 data mid-2026 and FIREFLY-2 topline mid-2027. No declines were reported, with all metrics showing robust growth.
- ·OJEMDA 2026 guidance: $225-250M U.S. net product revenue.
- ·Pipeline milestones: 3-year FIREFLY-1 follow-up publication Q1 2026; CHMP positive opinion Feb 2026; Emi-Le Phase 1 data mid-2026; DAY301 Phase 1a data 2H 2026; FIREFLY-2 topline mid-2027.
- ·Market opportunities: >$1B U.S. for OJEMDA in r/r pLGG; >$300M Emi-Le in ACC; >$400M OJEMDA in 1L pLGG; >$500M third program.
- ·FIREFLY-1 3-year data: median DOR 19.4 months; median time to next treatment 42.6 months; 77% treatment-free at 12 months post-24 months therapy.
02-03-2026
Strategy Inc raised $237.1M in net proceeds from ATM sales of 71,590 STRC shares ($7.1M net) and 1,730,563 MSTR common shares ($229.9M net) during February 23 to March 1, 2026, with no sales for STRF, STRK, or STRD preferred stocks. The company used $204.1M of proceeds to acquire 3,015 BTC at an average price of $67,700, boosting total holdings to 720,737 BTC with an aggregate cost of $54.77B (average $75,985). It also raised the STRC dividend rate from 11.25% to 11.50% and declared dividends including $2.50 per share quarterly for STRF/STRD and $2.00 for STRK.
- ·STRC monthly dividend for Mar 2026: $0.958333333 per share (11.50% annualized)
- ·STRE quarterly dividend: €2.50 per share
- ·Dividends payable March 31, 2026 to holders of record March 15, 2026
- ·BTC average purchase price during period: $67,700 (inclusive of fees)
- ·Total BTC average purchase price: $75,985
- ·Expected tax treatment: non-taxable return of capital to extent of tax basis
02-03-2026
Intellia Therapeutics, Inc. amended its Open Market Sale Agreement with Jefferies LLC, increasing the total value of Common Shares issuable from $750M to $1,035,316,650, representing a 38% expansion of the ATM offering capacity. The amendment updates the issuance notice reference and changes the company contact from Glen Goddard to Edward Dulac. The company must file a Prospectus Supplement within two business days of March 2, 2026.
- ·Original Sales Agreement dated March 4, 2022, previously amended February 23, 2024
- ·Prospectus Supplement to be filed pursuant to Rule 424(b) within two Business Days
- ·Governed by New York law
02-03-2026
Classover Holdings Inc. (NASDAQ:KIDZ, KIDZW) terminated its $400M Equity Purchase Facility Agreement with Solana Strategic Holdings LLC, formally ending its Solana-focused digital asset treasury strategy, which the Board deemed no longer accretive under current market conditions. This move eliminates potential share dilution and redirects capital toward AI, AI agents, and robotics initiatives aligned with its educational technology mission. The company maintains a healthy balance sheet with no imminent liquidity needs and has not sold its existing Solana holdings, which will be evaluated for future divestment.
- ·Announcement date: March 2, 2026
- ·SEC filing date: March 02, 2026
- ·Items reported: 1.02, 9.01
02-03-2026
Signing Day Sports, Inc. terminated its At The Market Offering Agreement (ATM Agreement) with H.C. Wainwright & Co., LLC, which was entered into on December 2, 2024, for the offer and sale of common stock. The Company delivered a termination notice on February 27, 2026, effective March 10, 2026, with no sales occurring under the agreement since July 1, 2025. This ends the Company's ability to conduct further ATM offerings.
- ·Agreement originally filed as Exhibit 10.1 to Prior Form 8-K on December 2, 2024
- ·Trading symbol: SGN on NYSE American LLC
- ·No offers or sales of common stock under the ATM Agreement since July 1, 2025
02-03-2026
Turning Point Brands reported Q4 2025 total net sales up 29.2% YoY to $121.0M, driven by 69.5% growth in Stoker’s segment (including Modern Oral +266% to $41.3M, or 34% of total sales), however Zig-Zag segment net sales declined 12.8% to $40.0M. For FY2025, consolidated net sales increased 28.4% to $463.1M with Stoker’s up 69.1% but Zig-Zag down 7.2%; adjusted EBITDA rose 14.4% YoY to $30.0M in Q4 and $119.5M for the year. FY2026 guidance includes Modern Oral gross revenue of $220-$240M and net revenue of $180-$190M.
- ·Q4 2025 Stoker’s gross margin decreased 115 bps to 56.6%; FY2025 increased 275 bps to 59.2%.
- ·Q4 2025 Zig-Zag gross margin increased 40 bps to 54.6%; FY2025 declined 170 bps to 53.7%.
- ·Q4 2025 SG&A expenses increased 38.2% YoY to $47.7M, including $1.1M FDA PMTA expenses.
- ·Q1 2026 adjusted EBITDA guidance: $24-$27M.
- ·FY2026 Modern Oral gross revenue guidance: $220-$240M; net revenue: $180-$190M.
02-03-2026
Picard Medical, Inc. (NYSE American: PMI), parent of SynCardia Systems LLC, announced Dr. Andre Simon, Vice President of Clinical Affairs, will present three sessions at the Technology and Heart Failure Therapeutics (THT) 2026 conference in Boston from March 2-4, 2026, highlighting the SynCardia Total Artificial Heart (STAH) and preclinical progress on the fully implantable Emperor system. Presentations cover in vitro/in vivo Emperor data, future therapy evolution, and outcomes beyond survival including organ recovery, functional improvement, and quality of life enhancements. The STAH, FDA and Health Canada approved, has seen more than 2,100 implants across 27 countries.
- ·Presentation 1: 'The Emperor Rises: First In Vitro and In Vivo Evaluation of SynCardia’s Electromechanical Total Artificial Heart' on March 2, 2026 at 4:15 PM EST.
- ·Presentation 2: 'The Total Artificial Heart of the Future: My Wish List' (Educational Lecture) on March 3, 2026 at 3:28 PM EST.
- ·Presentation 3: 'Beyond Survival: Defining Success After Total Artificial Heart Implantation' on March 4, 2026 at 8:50 AM EST.
- ·Key findings from registry analyses: sustained success in critically ill patients, improved outcomes with earlier implantation, recovery potential in initially non-transplant eligible patients; renal and neurological outcomes as major long-term success determinants.
02-03-2026
Great Elm Capital Corp. announced the full redemption of its $20M aggregate principal amount of 5.875% Notes due 2026 (CUSIP 390320 604) on March 31, 2026, at 100% of principal ($25.00 per Note) plus any accrued and unpaid interest through the Redemption Date (expected to be none). The Regular Record Date for the interest payment is March 15, 2026, and redemption will occur via DTC for book-entry notes or direct surrender to the Trustee. Interest on the Notes will cease accruing after the Redemption Date.
- ·Indenture details: Base Indenture dated September 18, 2017; Fourth Supplemental Indenture dated June 23, 2021
- ·Notice dated February 27, 2026
- ·Trustee/Paying Agent address: Equiniti Trust Company, LLC, 1110 Centre Pointe Curve, Suite #101, Mendota Heights, MN 55120
- ·Contact: 1-800-937-5449
- ·Quarterly interest payment dates: March 31, June 30, September 30, December 31
02-03-2026
Uniti Group Inc. reported Q4 2025 consolidated revenue of $917.3M, up over 212% YoY from $293.3M, with pro forma Fiber revenue growing 13% YoY and Kinetic Consumer Fiber revenue surging 24% YoY alongside 20% subscriber growth; however, it posted a Q4 net loss of $305.7M versus prior year income, driven by high depreciation, transaction costs, and debt extinguishment losses. Full year 2025 revenue reached $2,234.5M, up 92% YoY, with Adjusted EBITDA of $1,173.8M, though net income of $1,304.7M was boosted by a one-time $1,683.9M merger-related gain. The company strengthened its balance sheet via $960.1M Kinetic ABS securitization and $1.0B senior notes, and provided 2026 outlook for revenue of $3,605-3,655M but projected net loss of $(410)-(360)M amid $775M interest expense.
- ·Kinetic Q4 capex $238.6M; Fiber Infrastructure Q4 capex $43.4M; Uniti Solutions Q4 capex $7.7M.
- ·Cash and equivalents declined to $53.5M from $155.6M YoY.
- ·2026 Outlook: Adjusted EBITDA $1,425-1,475M.
- ·Fiber Infrastructure new bookings monthly recurring revenue $1.7M in Q4.
02-03-2026
Ramaco Resources, Inc. (NASDAQ: METC, METCB) announced that Chairman and CEO Randall W. Atkins exercised long-held options from the 2017 public offering on February 26, 2026, acquiring 177,187 Class A shares and 54,429 Class B shares after tax provisions. Atkins stated the stock is trading at an undervalued level, signaling confidence in the company. Ramaco operates metallurgical coal mines in Central Appalachia and is developing rare earth elements and critical minerals production in Wyoming.
- ·Options exercised were received in connection with the 2017 public offering and held for over 9 years
- ·Company holds more than 70 intellectual property patents, pending applications, exclusive licensing agreements, and trademarks
- ·Executive offices in Lexington, KY; operational offices in Charleston, WV and Sheridan, WY
- ·Investor relations contact: (859) 244-7455 or info@ramacometc.com
02-03-2026
Xtant Medical Holdings, Inc. received a $10.7M payment from Companion Spine on February 27, 2026, representing full repayment of an $8.2M promissory note plus interest and purchase price adjustments for the December 1, 2025 divestiture of Coflex and CoFix product assets and subsidiary Paradigm Spine GmbH, increasing total consideration from $19.2M to $21.4M. The company applied $2.8M of the proceeds to prepay a portion of its term loan with MidCap Financial Trust, leaving $11.1M in principal outstanding. This transaction provides liquidity and reduces debt without any reported declines or issues.
- ·Promissory note was scheduled to mature on January 31, 2026
- ·Divestiture announced previously on December 1, 2025
02-03-2026
News Corporation issued an update to its Appendix 3C buy-back notification for the 2025 Repurchase Program, authorizing repurchases of up to $1B aggregate of Nasdaq-listed Class A (NWSA) and Class B common stock to enhance shareholder value. On February 27, 2026, the company repurchased 86,681 shares for $2.1M, with cumulative purchases to date totaling approximately $82.2M worth of shares out of the $1B authorization. No declines or flat metrics reported; activity reflects steady execution under market conditions.
- ·Highest price paid to date: $27.21 on Feb 2, 2026; on Feb 27: $24.43
- ·Lowest price paid to date: $22.20 on Feb 9, 2026; on Feb 27: $23.97
- ·Broker: Goldman Sachs & Co. LLC
- ·No repurchases of ASX-listed CDIs
- ·Initial buy-back notification date: July 15, 2025
02-03-2026
ITT Inc. completed its $4.775 billion acquisition of SPX FLOW, Inc. on March 2, 2026, integrating 3,900 employees and SPX FLOW's technologies into the renamed Flow Technologies segment, accelerating ITT's 2030 portfolio transformation by four years. SPX FLOW delivered strong 2025 performance with revenue exceeding $1.3 billion and 14% organic orders growth, enhancing ITT's resilience in higher-growth, higher-margin businesses. No declines or flat metrics were reported for SPX FLOW or the combined entity.
- ·Definitive agreement to purchase SPX FLOW announced in December 2025
- ·ITT headquartered in Stamford, Connecticut, with employees in more than 35 countries and sales in approximately 125 countries
02-03-2026
Ondas Holdings Inc. (ONDS) announced a $10 million strategic investment in World View Enterprises, Inc. and entered a partnership agreement to collaborate on multi-domain ISR solutions integrating World View's stratospheric balloon systems with Ondas' autonomous aerial and ground systems. The partnership targets defense (U.S. Department of War), homeland security (DHS), allied organizations, and critical infrastructure customers, with focus on layered ISR, mission applications, and joint go-to-market strategies. No prior period financial comparisons or declines are reported in the filing.
- ·Filing date: March 02, 2026
- ·Press release date: March 2, 2026
- ·Target customers include U.S. Department of War (DoW), Department of Homeland Security (DHS), allied defense organizations, and critical infrastructure operators
02-03-2026
OMNIQ Corp. (OMQS) announced a new Proof of Concept (POC) contract for its AI-driven 360-degree vehicle inspection system in the hospitality and parking sectors, automating damage reporting to reduce false claims that account for up to 25% of operators' unexpected annual costs. The project equips four key lanes with 28 specialized cameras over an 86-day deployment, targeting 100% image capture rates and at least 95% LPR accuracy. No financial terms or revenue impacts were disclosed.
- ·OMNIQ engages with Global Safe City market and Ticketless Safe Parking market.
- ·Solutions comply with strict privacy and data protection standards, processed in secure private networks.
02-03-2026
Peapack-Gladstone Financial Corporation announced its intent to redeem all $100M in aggregate principal amount of its 3.50% Fixed-to-Floating Rate Subordinated Notes due December 22, 2030. The redemption is expected on or about March 2, 2026, at 100% of the principal plus accrued and unpaid interest. The company stated it will remain well capitalized following the redemption.
02-03-2026
Gyre Therapeutics, Inc. (Nasdaq: GYRE) announced an all-stock agreement to acquire Cullgen Inc. for approximately $300 million, creating a U.S.- and China-based fully integrated biopharmaceutical company with commercial assets like ETUARY® ($105.8M net sales in 2024) and Cullgen's TPD/DAC pipeline targeting inflammatory diseases, cancers, and pain. Leadership will transition with Dr. Ying Luo becoming President and CEO while Ping Zhang remains Executive Chairman; the deal is expected to close early Q2 2026 subject to approvals. Cullgen's prior proposed merger with Pulmatrix was terminated, introducing some prior uncertainty.
- ·Gyre Pharmaceuticals plans NDA submission for Hydronidone in China H1 2026 with conditional approval and priority review eligibility, followed by Phase 3c confirmatory trial.
- ·Cullgen's CG001419 completed Phase 1 for acute pain (positive top-line late 2025), IND submitted for Phase 2 in bunionectomy patients, and in Phase 1 for solid tumors.
- ·Cullgen's CG009301 in Phase 1 for blood cancers including relapsed/refractory AML, higher-risk MDS, and ALL.
- ·Hydronidone received Breakthrough Therapy designation by CDE/NMPA in March 2021.
- ·Updated corporate presentation posted on gyretx.com and cullgen.com.
02-03-2026
Kennedy-Wilson Holdings, Inc. announced the launch of exchange offers for any and all of its $1.8B outstanding senior notes ($600M each of 4.750% due 2029, 4.750% due 2030, and 5.000% due 2031) for new higher-coupon notes (6.125% due 2032 or 6.375% due 2034, capped at $906M each), alongside consent solicitations, conditioned on the closing of its pending merger with a consortium led by CEO William McMorrow and Fairfax Financial Holdings Limited. Supporting holders represent 19% of 2029 notes, 35% of 2030 notes, 27% of 2031 notes (27% aggregate), with early participation premium for tenders by March 13, 2026 (Expiration March 30, 2026). While facilitating the merger, the exchange increases interest costs on refinanced debt.
- ·Merger Agreement dated February 16, 2026; Early Participation Date and Withdrawal Deadline: March 13, 2026 (5:00 p.m. NYC time); Expiration Date: March 30, 2026; Expected Settlement: second business day after Expiration.
- ·Total Consideration (early tenders): $1,000/$1,010 principal of New Notes; Exchange Consideration (late): $950 principal.
- ·New Notes guaranteed by Company and subsidiaries; interest payable semi-annually April 15/October 15 starting October 15, 2026.
- ·Conditions include Merger closing and majority consents per series; only for Eligible Holders (QIBs or non-U.S. persons).
02-03-2026
Bitmine Immersion Technologies announced total crypto, cash, and 'moonshots' holdings of $9.9 billion as of March 1, 2026, including 4.474 million ETH tokens (3.71% of ETH supply, valued at ~$8.8 billion at $1,976/ETH), $868 million in cash, 195 BTC, a $200 million stake in Beast Industries, and a $14 million stake in Eightco Holdings. Staked ETH reached 3.040 million tokens worth $6.0 billion, generating $172 million in annualized staking revenues at a 2.86% yield, with the MAVAN staking solution on track for Q1 2026 launch. The company recently acquired 50,928 ETH in the past week amid a 'mini crypto winter' and geopolitical tensions, positioning it as the largest ETH treasury globally.
- ·Bitmine ranks as #1 Ethereum treasury and #2 global crypto treasury behind Strategy Inc.
- ·BMNR stock average daily dollar volume ranks #145 among 5,704 US-listed stocks.
- ·Staked ETH represents 68% of total 4.5 million ETH held.
- ·MAVAN staking solution to launch in Q1 2026 with 3 current staking providers.
02-03-2026
The Charles Schwab Corporation completed its acquisition of Forge Global Holdings, Inc. on March 2, 2026, with Forge shareholders receiving $45 cash per outstanding common share, as previously announced in November. The deal integrates Forge's private markets capabilities, including direct private share purchases, single company funds, and multicompany funds, to expand access for individual investors and RIAs. Schwab, with 38.0 million active brokerage accounts and $11.59 trillion in client assets, plans gradual integration while Forge continues operations.
- ·Transaction unanimously approved by Boards of Directors of Schwab and Forge.
- ·Integration underway; Forge to continue operations and issuer relationships.
- ·Only accredited investors, qualified clients, or qualified purchasers eligible for private company securities.
02-03-2026
Avalon GloboCare Corp. (NASDAQ: ALBT) announced a private placement priced at-the-market under Nasdaq rules, issuing 6,372,550 shares (or pre-funded warrants) and two series of warrants to purchase up to 6,372,550 shares each at $0.51 per share, expecting $3.25M upfront gross proceeds and up to $6.5M additional if warrants are fully exercised. H.C. Wainwright & Co. acts as exclusive placement agent, with closing expected on or about February 27, 2026, subject to customary conditions; proceeds for debt repayment and working capital. No assurance is given that warrants will be exercised.
- ·Purchase price and warrant exercise price: $0.51 per share
- ·Series A-1 warrants expire five years from stockholder approval; Series A-2 expire eighteen months from approval
- ·Warrants exercisable beginning on effective date of stockholder approval
- ·Securities offered under Section 4(a)(2) and Regulation D to accredited investors; registration rights for resale
- ·Press release dated February 26, 2026; 8-K filing March 02, 2026
02-03-2026
Crexendo, Inc. (CXDO) completed the acquisition of Estech Systems, LLC (ESI) for $35M ($27.3M cash and $7.7M stock), at approximately 1.35x ESI's unaudited 2025 revenue of $26M, expected to be immediately accretive to revenue, EBITDA, and cash flow while positioning the combined entity toward a $100M annual revenue run rate. The deal enhances scale with ESI adding over 6,200 retail accounts and 75,000 seats, alongside anticipated cost synergies from infrastructure consolidation and revenue synergies via cross-selling. No negative financial impacts or declines were reported.
- ·Acquisition closed on March 2, 2026; year-end conference call scheduled for March 3, 2026
- ·ESI founded in 1987, headquartered in Plano, Texas
- ·Expected synergies over 12-24 months from facilities consolidation, licensing optimization, and migration to Oracle Cloud Infrastructure
02-03-2026
NVIDIA and Coherent Corp. (NYSE: COHR) announced a multi-year, non-exclusive strategic partnership to advance optics technologies for next-generation AI data center infrastructure, including NVIDIA's $2B investment in Coherent to expand R&D, manufacturing capacity, and U.S.-based operations. The agreement features a multi-billion-dollar purchase commitment from NVIDIA for advanced laser and optical networking products, building on their 20-year relationship. No financial declines or flat metrics are reported in this forward-looking announcement.
- ·Agreement is non-exclusive with future access and capacity rights for NVIDIA.
- ·Partnership emphasizes ultra-high-bandwidth, energy-efficient connectivity for AI factories.
- ·Coherent operates in more than 20 countries with focus on datacenter, communications, and industrial markets.
02-03-2026
Pluri Inc. received notification from Nasdaq on February 27, 2026, that it has regained compliance with Listing Rule 5550(b)(2), as the market value of its listed securities was $35 million or greater for 10 consecutive business days from February 13 to February 26, 2026. This resolves a prior deficiency notice issued on January 20, 2026, for failing to meet the $35M market value threshold or alternative standards of $2.5M stockholders’ equity or $500,000 net income. The Company now remains in good standing on The Nasdaq Capital Market.
- ·Nasdaq compliance period monitored: 10 consecutive business days from February 13, 2026 to February 26, 2026
- ·Company address: MATAM Advanced Technology Park, Building No. 5, Haifa, Israel 3508409
- ·Securities: Common Shares, par value $0.00001 per share (PLUR on Nasdaq Capital Market)
02-03-2026
Virtus Investment Partners, Inc. (NYSE: VRTS) completed its previously announced majority investment in Keystone National Group effective March 1, 2026, expanding its capabilities into private markets with Keystone's asset-backed lending strategies including equipment finance, real estate finance, financial assets, and asset-backed corporate loans. As of December 31, 2025, Keystone managed $2.5B in assets and has invested over $6.0B across more than 750 transactions. CEO George R. Aylward noted the strategic fit with Virtus' multi-boutique model, while Keystone's team retains autonomy and a significant equity stake.
- ·Keystone founded in 2006 and headquartered in Salt Lake City, Utah
- ·Transaction completed effective March 1, 2026
02-03-2026
Vir Biotechnology, Inc. closed a public offering on February 27, 2026, selling 20,294,117 shares of common stock at $8.50 per share, which included the full exercise of the underwriters' option for an additional 2,647,058 shares. The company received aggregate gross proceeds of approximately $172.5 million before deducting underwriting discounts, commissions, and estimated offering expenses. This follows an underwriting agreement dated February 25, 2026, with Goldman Sachs & Co. LLC, Leerink Partners LLC, Evercore Group L.L.C., and Barclays Capital Inc. as representatives.
- ·Underwriting agreement dated February 25, 2026
- ·Underwriters' option exercisable for 30 days, exercised in full on February 26, 2026
- ·Common stock par value $0.0001 per share
- ·Public offering price $8.50 per share
02-03-2026
Allurion Technologies, Inc. received a NYSE notice of delisting due to failure to maintain at least $50M in stockholders’ equity or 30-trading day average market capitalization, triggering potential delisting proceedings. The company intends to appeal the decision, expects shares to continue trading on NYSE during the appeal, and is executing a plan to regain compliance, catalyzed by FDA approval on February 20, 2026, an agreement with its largest creditor to exchange debt for preferred stock, and a warrant inducement on February 24, 2026. While efforts are ongoing, there is no guarantee of regaining compliance or relisting on NYSE or another exchange like NYSE American.
- ·Discussions and negotiations ongoing with existing creditors and security holders, plus capital raising efforts.
- ·Previous announcements: agreement with largest creditor for debt-to-preferred stock exchange at a substantial premium to current trading price (subject to conditions).
- ·SEC filings referenced: 10-K filed March 27, 2025 (amended August 19, 2025); 10-Q filed November 17, 2025.
02-03-2026
Synopsys, Inc. (Nasdaq: SNPS) entered into a $250 million Accelerated Share Repurchase (ASR) agreement with The Bank of Nova Scotia, receiving an initial delivery of approximately 513,000 shares. The final number of shares repurchased and any remainder settlement will occur on or before June 1, 2026, based on the volume-weighted average share price during the period less a discount. This action signals shareholder value return but carries risks related to stock price volatility and market conditions as disclosed.
- ·ASR settlement deadline: on or before June 1, 2026
- ·Filing date: March 02, 2026
02-03-2026
T3 Defense Inc. (NASDAQ: DFNS), formerly Nukkleus Inc., reports rising global demand for its integrated air & missile defense, counter-UAS, drone navigation, and defense engineering capabilities amid the ongoing Iran conflict and geopolitical tensions. The company is monitoring the situation, engaging with government and industry partners, expanding manufacturing throughput, and hardening supply chains while prioritizing employee and partner safety. CEO Menny Shalom highlights the company's strategic positioning through U.S. and Israeli acquisitions to meet accelerated procurement needs, with no reported operational disruptions.
02-03-2026
Brown & Brown, Inc. issued a Regulation FD disclosure via EX-99.1, providing a company overview presentation with extensive forward-looking statement disclaimers and definitions of non-GAAP financial measures such as Organic Revenue, EBITDAC - Adjusted, and Diluted Net Income Per Share - Adjusted. The document highlights risks associated with the acquisition of RSC Topco, Inc. (Accession), including financing risks, integration challenges, and increased indebtedness, alongside general business risks like cybersecurity, acquisitions, and regulatory changes. No current period financial results or performance metrics are reported.
- ·Non-GAAP measures include Organic Revenue (core commissions and fees adjusted for new acquisitions, divestitures, and FX), EBITDAC (income before interest, taxes, depreciation, amortization, and change in earn-out payables), and Free Cash Flow (operating cash flow less capex).
02-03-2026
Bioxytran, Inc. reported positive Phase 1b/2a results for oral antiviral ProLectin-M in mild-to-moderate COVID-19, with 90% Day-5 viral clearance and clinical improvement at the highest dose (16,800 mg/day) vs 20% placebo (p=0.001). However, the primary endpoint of viral clearance by Day 7 was achieved across all arms due to natural disease resolution, failing to differentiate treatments, while lower doses showed only 20-40% clearance. The drug demonstrated favorable safety with no serious adverse events or discontinuations.
- ·Doses evaluated: 5,600 mg/day, 11,200 mg/day, 16,800 mg/day over 5 days + SOC.
- ·Study conducted in India with RT-PCR-confirmed SARS-CoV-2 patients.
- ·Statistical significance: p=0.001 for highest dose vs placebo on Day-5 viral clearance.
- ·No treatment-related discontinuations; high compliance with regimen.
- ·Filing date: March 02, 2026
02-03-2026
Construction Partners, Inc. announced that its Board of Directors has authorized a new stock repurchase program for up to $50 million of its Class A common stock, effective after the existing program expires on March 5, 2026, and running through September 30, 2028. The program aims to minimize dilution from equity incentive plans and enable opportunistic repurchases via open market, private transactions, or Rule 10b5-1 plans. The Board retains discretion to modify, suspend, extend, or terminate the program at any time, with no obligation to repurchase shares.
- ·Repurchases determined by a committee of the Board based on market price, capital allocation, economic conditions, and other factors.
- ·Company headquartered at 290 Healthwest Drive, Suite 2, Dothan, Alabama 36303.
02-03-2026
Pulse Biosciences, Inc. filed an 8-K/A on March 2, 2026, amending its February 27, 2026 8-K to remove two sentences and report the resignation of Kevin P. Danahy, Chief Commercial Officer, effective immediately on February 27, 2026. No reason for the resignation was provided, and no successor or compensatory details were disclosed. The filing has no financial impacts or other material changes.
- ·Registrant headquartered at 601 Brickell Key Drive, Suite 1080, Miami, Florida 33131.
- ·Common stock trades on Nasdaq under ticker PLSE.
02-03-2026
Forge Global Holdings, Inc. filed an 8-K on March 02, 2026, disclosing completion of an acquisition/disposition (Item 2.01), notice of delisting (Item 3.01), material modification to security holder rights (Item 3.03), changes in control (Item 5.01), director/officer changes (Items 5.02/5.03), and an Amended & Restated Certificate of Incorporation as Exhibit 3.1. The amended certificate drastically simplifies the capital structure to a single class of Common Stock authorized at 100 shares with $0.01 par value, indicating a likely privatization or merger restructuring with no prior period financial comparisons provided.
- ·Registered office: 1209 Orange Street, Wilmington, County of New Castle, Delaware 19808
- ·8-K Items disclosed: 2.01 (Acquisition/Disposition Completion), 3.01 (Delisting Notice), 3.03 (Material Modification to Rights of Security Holders), 5.01 (Changes in Control), 5.02 (Departure/Election of Directors/Officers), 5.03 (Amendments to Articles), 9.01 (Exhibits)
02-03-2026
Rallybio Corporation (RLYB) and Candid Therapeutics announced a definitive merger agreement, with Rallybio acquiring Candid; the combined entity will operate as Candid Therapeutics (CDRX) with pro-forma cash of approximately $700M from over $505M concurrent financing, funding operations through 2030 and advancing TCE pipeline including Phase 2 for cizutamig in 2026. However, pre-merger Rallybio equityholders will own only 3.65% of the combined company (Candid 96.35%), representing significant dilution, while Rallybio shareholders receive CVRs linked to legacy asset sales like REV102.
- ·Merger expected to close mid-2026, subject to stockholder approval, HSR waiting period, and other conditions.
- ·CND319 first-in-human studies planned for mid-2026.
- ·Joint conference call held March 2, 2026 at 8:30 AM ET.
02-03-2026
UnitedHealth Group Incorporated appointed Dennis Stankiewicz, age 48, as Chief Accounting Officer effective March 2, 2026, while he continues serving as Corporate Controller since April 17, 2023. Tom Roos, who has been Chief Accounting Officer since August 2015, will transition to Chief Financial Officer of Optum Insight effective the same date. Stankiewicz's compensation includes an annual base salary of $550,000, an initial cash bonus target of 85% of base salary, and severance of one times base salary upon termination without cause.
- ·Dennis Stankiewicz joined UnitedHealth Group in August 2016 as General Auditor and has more than 24 years of professional experience.
- ·Mr. Stankiewicz has not been involved in any transactions requiring disclosure under Item 404(a) of Regulation S-K.
- ·Severance benefits for Stankiewicz conditioned on non-compete during severance period.
02-03-2026
Oncolytics Biotech Inc. (ONCY) announced on March 2, 2026, the launch of a randomized clinical study named REO 033 in second-line RAS-mutant microsatellite stable metastatic colorectal cancer patients. The press release detailing the study is attached as Exhibit 99.1 and incorporated by reference.
02-03-2026
On February 27, 2026, The Cannabist Company Holdings Inc. entered into a further extension of a forbearance agreement with an ad hoc group of noteholders holding the Company's 9.25% Senior Secured Notes due December 31, 2028, and 9.00% Senior Secured Convertible Notes due December 31, 2028, extending the forbearance period until March 6, 2026. This prevents noteholders from exercising rights and remedies under the indenture amid presumed covenant or payment issues. The agreement signals ongoing financial pressures with no disclosed resolution or positive developments.
- ·Registrant is an emerging growth company.
- ·Principal executive offices: 321 Billerica Road, Chelmsford, Massachusetts 01824.
02-03-2026
First Financial Corporation (THFF) completed its acquisition of CedarStone Financial, Inc. and CedarStone Bank on March 1, 2026, pursuant to the Merger Agreement dated November 6, 2025. The transaction involved paying $19.12 per share in cash for each share of CedarStone’s common stock, resulting in an aggregate value of approximately $25 million. No financial performance metrics or comparisons were provided in the filing.
- ·Merger Agreement filed as Exhibit 2.1 on November 6, 2025 8-K
- ·CedarStone merged with and into First Financial; CedarStone Bank merged with and into First Financial Bank
02-03-2026
Flutter Entertainment plc disclosed that as of February 28, 2026, the total number of ordinary shares in issue was 175,322,622, each carrying one vote and with a nominal value of €0.09. This figure is to be used by shareholders as the denominator for calculating notification requirements under the UK Financial Conduct Authority’s Disclosure Guidance and Transparency Rules (DTR 5.6.1). The announcement was issued by Company Secretary Edward Traynor.
- ·Nominal value per share: €0.09
02-03-2026
On March 1, 2026, the Board of Directors of Plumas Bancorp adopted a new form of restricted stock unit award agreement under the Plumas Bancorp 2022 Equity Incentive Plan for grants to directors, executives, and employees. The new agreement features time-based vesting tied to continued service, with no cash dividends or dividend equivalents on unvested units—unlike the prior form—entitling participants only to dividends on vested shares. This update is filed as Exhibit 10.1.
02-03-2026
LSEB Creative Corp. filed a Certificate of Amendment to its Articles of Incorporation, restating Article V to authorize a total of 505,000,000 shares of capital stock, comprising 500,000,000 shares of Common Stock (par value $0.0001 per share) and 5,000,000 shares of Preferred Stock (par value $0.0001 per share). The amendment empowers the Board of Directors to designate series of Preferred Stock with customizable terms such as dividend rates, voting rights, and conversion rights. It was approved by the Board and a majority of shareholders, effective upon filing with the Wyoming Secretary of State on March 02, 2026.
- ·Holders of Common Stock have one vote per share and are entitled to dividends and remaining assets after Preferred Stock rights in liquidation.
- ·Preferred Stock holders have no preemptive rights except as required by law.
- ·Amendment adopted in accordance with the Wyoming Business Corporation Act.
02-03-2026
Spark I Acquisition Corp held its Annual Meeting on February 25, 2026, with 7,461,944 Ordinary Shares represented, constituting a quorum out of 8,658,251 outstanding (6,236,173 Class A and 2,422,078 Class B as of record date February 5, 2026). Stockholders unanimously elected Kurtis Jang, Shin-Bae Kim, and Ho Min (Jimmy) Kim as Class II directors, each receiving 1,972,078 votes (100% of votes cast with no abstentions or broker non-votes). Proposal 2 to ratify CBIZ CPAs P.C. as independent auditor for fiscal year ending December 31, 2025, also passed unanimously with 7,461,944 votes for (100%).
- ·Directors to serve until 2028 Annual Meeting or until successors elected and qualified
- ·Fiscal year for auditor ratification ends December 31, 2025
- ·No votes withheld, against, abstentions, or broker non-votes on any proposal
02-03-2026
ACNB Corporation announced on February 27, 2026, the redemption of all its outstanding 4.00% Fixed-to-Floating Rate Subordinated Notes due March 31, 2031, with an aggregate principal amount of $15M, to occur on March 31, 2026, at 100% of principal plus accrued and unpaid interest. The company plans to fund the redemption using excess cash on hand, potentially including proceeds from issuing new fixed-to-floating subordinated notes of equal amount.
- ·Redemption price set at 100% of aggregate principal amount plus accrued and unpaid interest to March 31, 2026.
- ·Company's common stock trades on NASDAQ under symbol ACNB.
- ·Principal executive offices located at 16 Lincoln Square, Gettysburg, PA 17325.
02-03-2026
Dakota Gold Corp.'s Board of Directors appointed Brian G. Iverson as a director on February 26, 2026, effective March 1, 2026; he will stand for election by stockholders at the 2026 Annual Meeting of Stockholders. Mr. Iverson will participate in the non-employee director compensation program outlined in the 2025 proxy statement, with no committee assignments determined yet. There are no arrangements, family relationships with directors/officers, or material interests under Item 404(a) of Regulation S-K.
- ·Company address: 106 Glendale Drive, Suite A, Lead, South Dakota 57754
- ·Registrant is an emerging growth company
02-03-2026
C2 Blockchain, Inc. entered into subscription agreements on February 17, 2026, and February 25, 2026, with accredited investors for an aggregate of 1,666,600 shares of common stock at $0.03 per share, yielding gross proceeds of $49,997.99. The proceeds are intended for general working capital and corporate purposes, with shares issued in book-entry form under the Section 4(a)(2) exemption from registration. No underwriting discounts or commissions were mentioned.
- ·Common stock par value: $0.001 per share
- ·Purchase price: $0.03 per share
- ·Emerging growth company status confirmed
- ·No general solicitation or advertising used in the offering
02-03-2026
This 8-K filing includes the Annual Report on Form 10-K for the fiscal year ended December 31, 2025, for the entity formerly known as Synovus Financial Corp., filed under Pinnacle Financial Partners, Inc. post-merger. Synovus and Legacy Pinnacle merged into New Pinnacle (f/k/a Steel Newco Inc.) effective January 1, 2026, with the financial statements reflecting Synovus's position as of December 31, 2025. As of June 30, 2025, the aggregate market value of Synovus Common Stock held by non-affiliates was $6.84B at a closing price of $51.75 per share, and 138,893,470 shares were outstanding as of December 31, 2025.
- ·Merger Agreement dated July 24, 2025
- ·Merger effective January 1, 2026 (Effective Time)
- ·Filing date: March 02, 2026
- ·Registrant incorporated in Georgia, EIN 39-3738880
- ·Large accelerated filer and well-known seasoned issuer
02-03-2026
Purebase Corporation (PUBC) entered into an unsecured $1M line of credit agreement with affiliate CORETER LLC on February 27, 2026, at 8% annual interest, maturing one year later on February 27, 2027. Lender may convert outstanding principal and interest into common stock at maturity based on the weighted average closing price of the prior 20 trading days. Proceeds are designated for payroll, unpaid invoices, and operating expenses; the agreement is unsecured with no immediate advances specified.
- ·Loan advances require 3 business days written notice and are at Lender's sole discretion.
- ·Unsecured obligations; no registration rights for the Note or potential Conversion Shares under Securities Act.
- ·Related-party transaction as CORETER LLC is an affiliate of Borrower.
02-03-2026
Flanigan’s Enterprises, Inc. held its Annual Meeting of Shareholders on February 27, 2026, with 1,303,883 shares represented out of 1,858,647 outstanding, achieving a 70.15% quorum. All three Board nominees—August H. Bucci, Christopher J. Nelms, and Patrick J. Flanigan—were unanimously elected by shareholders to serve until the 2029 Annual Meeting. The terms of six continuing directors—James G. Flanigan, Jeffrey D. Kastner, Christopher O’Neil, Michael B. Flanigan, Mary E. Bennett, and John P. Foster—remained in effect.
- ·August H. Bucci: 1,129,047 For, 165,938 Withheld
- ·Christopher J. Nelms: 1,120,866 For, 174,117 Withheld
- ·Patrick J. Flanigan: 1,137,267 For, 166,616 Withheld
02-03-2026
Calavo Growers, Inc. filed an 8-K/A on March 2, 2026, amending its January 14, 2026 8-K to correct a clerical error in Exhibit 10.1 and clarify severance provisions in Executive Retention Agreements entered with CFO James Snyder and Executive VP Ronald Araiza of the Calavo Foods Division. The agreements amend prior offer letters and provide for severance equal to one year of base salary if the executive resigns for Good Reason or is terminated without Good Cause, subject to execution of a release. No other changes or financial impacts were reported.
- ·Agreements amend compensatory provisions of existing offer letters.
- ·Full text of Retention Agreement form filed as Exhibit 10.1.
02-03-2026
Peapack-Gladstone Financial Corporation filed an 8-K/A amendment to its original December 18, 2025 Form 8-K, disclosing committee assignments for newly appointed directors Diane D’Erasmo and Ellen C. Walsh following a Board meeting on February 26, 2026. Ms. D’Erasmo was appointed to the Risk Committee and Technology Committee, while Ms. Walsh was appointed to the Risk Committee and Compensation Committee, with appointments effective immediately. No other changes to the original filing were made.
- ·Original Form 8-K filed on December 18, 2025
- ·Amendment filed on March 2, 2026
02-03-2026
On February 25, 2026, Sports Entertainment Gaming Global Corporation (SEGG) appointed Robert Stubblefield, its current CFO, Interim CEO, and President, as a Class II director with term expiring at the 2027 annual meeting, and Daniel Bailey, CEO of Veloce Media Group, as a Class III director with term expiring at the 2028 annual meeting. These appointments are intended to bolster financial leadership, operational continuity, and integration of the recent Veloce acquisition to support the company's sports, entertainment, and gaming strategy. No additional related party transactions with Bailey beyond prior disclosures.
- ·Company address: 5049 Edwards Ranch Rd., 4th Floor, Fort Worth, Texas 76109
- ·Filing signed by Robert J. Stubblefield on March 2, 2026
- ·Emerging growth company status confirmed
- ·Prior related party transaction with Daniel Bailey disclosed in 8-K filed February 23, 2026
02-03-2026
iHeartMedia reported Q4 2025 revenue of $1.127B, up 0.8% YoY (7.7% excluding political), driven by strong Digital Audio Group growth of 14% to $387M including 24% podcast revenue increase to $174M. However, Multiplatform Group revenue declined 3% to $665M with segment Adjusted EBITDA down 14% to $129M, leading to overall Adjusted EBITDA of $220M (down 10.5%) and GAAP operating income down 18% to $86M. FY 2025 revenue was flat at $3.865B YoY, with Consolidated Adjusted EBITDA down 3% to $686M amid Multiplatform declines, though Digital Audio grew 14%.
- ·Q1 2026 guidance: Consolidated Revenue high-single digits increase; Adjusted EBITDA ~$100M
- ·FY 2026 guidance: Total Programmatic Revenue ~$200M (up 50%); Year-end net leverage mid-fives
- ·Cash provided by operating activities Q4 2025: $156M (vs $1.2M prior year)
- ·Free Cash Flow Q4 2025: $138M (including real estate sales $158M)
- ·Audio & Media Services Q4 revenue down 19.3% to $79M; Adjusted EBITDA down 35.7% to $31M
- ·Capital expenditures FY 2025: $81.7M (down from $97.6M FY 2024)
02-03-2026
Tyra Biosciences reported Q4 and FY 2025 financial results, with cash, cash equivalents, and marketable securities at $256M, providing runway through at least 2027, alongside launching the 'dabogratinib 3x3' strategy targeting LG-UTUC, IR NMIBC, and ACH with key data readouts for SURF302 by end-1H 2026 and BEACH301 in 2H 2026. However, R&D expenses rose 27% YoY to $28.2M in Q4 and 29% to $102.9M for FY, G&A increased 9% to $8.3M in Q4 and 24% to $29.8M for FY, driving net losses wider to $33.8M in Q4 (up 32%) and $119.9M for FY (up 39%). Cash position declined from $341.5M at end-2024 amid ongoing clinical investments.
- ·Exited metastatic bladder cancer (SURF301 no longer recruiting)
- ·Appointed Bhavesh Ashar as COO and Heather Faulds as Chief Regulatory Officer in Q4 2025
- ·SURF303 first patient dosing anticipated 2026
- ·BEACH301 cleared two of four dose levels with no safety events
- ·FDA Orphan Drug and Rare Pediatric Disease Designations for dabogratinib in achondroplasia
02-03-2026
Credo Technology Group Holding Ltd reported record Q3 FY2026 revenue of $407.0 million, up 51.9% QoQ from $268.0 million and 201.5% YoY from $135.0 million, with GAAP gross margin of 68.5%, operating income of $149.6 million, and net income of $157.1 million (diluted EPS $0.82). Non-GAAP metrics were even stronger, with net income of $208.8 million (diluted EPS $1.07) and ending cash/short-term investments of $1.3 billion. Q4 FY2026 guidance projects revenue of $425-435 million, though GAAP gross margin expected to moderate to 63.9-65.9%.
- ·GAAP operating expenses increased to $129.2M in Q3 FY2026 from $102.3M QoQ.
- ·Q4 FY2026 GAAP operating expenses guidance $125.5-129.5M; non-GAAP $76.0-80.0M.
- ·Total assets grew to $2.04B as of Jan 31, 2026 from $809M as of May 3, 2025.
- ·Conference call scheduled for March 2, 2026 at 2:00 p.m. PT.
02-03-2026
Vitesse Energy announced an accretive $35M all-stock acquisition of non-operated Powder River Basin assets expected to add 1,400 Boe/d production in 2026, alongside FY2025 results showing production up 34% YoY to 17,444 Boe/d (65% oil), Adjusted EBITDA of $179.3M, and Free Cash Flow of $48.9M; however, realized oil prices declined 12% YoY to $62.95/Bbl with hedging, Q4 production fell 3% sequentially to 17,653 Boe/d, and Q4 reported a net loss of $0.7M. Total proved reserves grew 19% YoY to 47.8M Boe but PV-10 value dropped 19% to $472.7M due to lower SEC oil prices. 2026 guidance projects 16,000-17,500 Boe/d production and $50-80M capex, reflecting a decline from 2025 levels.
- ·Q1 2026 dividend of $0.4375 per share payable March 31, 2026; Q4 2025 dividend was $0.5625 per share.
- ·Net Debt to Adjusted EBITDA ratio of 0.69x at year-end.
- ·2026 guidance: oil 60-64% of production; capex $50-80M.
02-03-2026
MongoDB reported Q4 FY2026 total revenue of $695.1M, up 27% YoY, and full-year revenue of $2.46B, up 23% YoY, with Atlas revenue growing 29% YoY and customer additions of 2,700 to over 65,200 total. Non-GAAP operating income rose to $158.8M from $112.5M YoY, and free cash flow surged to $176.7M from $22.9M, though GAAP gross margins remained flat at 73% and net income dipped slightly to $15.5M from $15.8M. Leadership changes include Erica Volini joining as Chief Customer Officer effective March 3, 2026, while Cedric Pech and Paul Capombassis are departing.
- ·Q1 FY2027 guidance: GAAP loss from operations $(48.0)M to $(44.0)M; non-GAAP $105.0M to $109.0M.
- ·FY2027 guidance: GAAP loss from operations $(117.0)M to $(97.0)M; non-GAAP $545.0M to $565.0M.
- ·Paul Capombassis to remain CRO through Q1 FY2027 and serve as advisor in Q2.
02-03-2026
BigBear.ai reported Q4 2025 revenue of $27.3M, down 38% YoY from $43.8M primarily due to lower Army program volume, with gross margin declining to 20.3% from 37.4% and Adjusted EBITDA swinging to a loss of $10.3M from a $2.0M profit; full-year 2025 revenue fell 19% to $127.7M from $158.2M. However, the company strengthened its balance sheet significantly, ending 2025 with $462M in total cash and investments—the strongest in its history—after raising $693M via ATM facilities and warrants, settling the remaining $125M of 2029 Convertible Notes, and completing acquisitions of Ask Sage and CargoSeer. BigBear.ai guides for 2026 full-year revenue of $135M-$165M, implying 17% growth at the midpoint.
- ·Q4 2025 impairment of long-lived assets $53.4M and full-year goodwill impairment $70.6M.
- ·Settled remaining $125M of 2029 Convertible Notes (originally $182M at start of 2025) primarily via debt-to-equity conversion in Jan 2026.
- ·Debt reduced by more than 90%.
- ·Ask Sage acquisition in Dec 2025 was the largest in company history, net cash outflow $229M; CargoSeer closed Jan 2026.
- ·Q4 2025 net loss $5.8M vs $138.2M in Q4 2024, aided by $50.2M non-cash gain on derivatives and $21.7M tax benefit.
02-03-2026
Ameresco reported record Q4 2025 revenue of $581.0 million, up 9% YoY, and full-year 2025 revenue of $1.93 billion, with Adjusted EBITDA of $70.0 million and $237.2 million respectively, driven by 11% growth in Projects and O&M revenues. Total project backlog increased 5% to $5.04 billion, awarded backlog rose 13%, and total revenue visibility exceeded $10.4 billion, supported by 121 MWe of energy assets placed in service for the year. However, Q4 net income attributable to common shareholders declined to $18.4 million from $37.1 million due to prior-year one-time gains, cash flows from operations were negative at -$42.9 million, Other segment revenue fell 17% YoY, and corporate debt rose to $339.3 million.
- ·FY 2026 Guidance: Revenue $2.0B-$2.2B (midpoint +9% YoY), Adjusted EBITDA $270M-$295M (+19% at midpoint), Non-GAAP EPS $1.10-$1.35; Q1 2026 expected similar to Q1 2025 with negative EPS of ~-$0.30
- ·8-quarter rolling average Adjusted Cash from Operations: $54.3M
- ·Corporate Debt Leverage Ratio: 2.7x
- ·Energy Debt Advance Rate: 73%
02-03-2026
LSI Industries Inc. (Nasdaq: LYTS) announced a proposed $90 million public offering of common stock, with a 30-day underwriter option for up to an additional 15% of shares, to fund its growth strategy including the Royston Group acquisition (merger agreement dated February 20, 2026, expected to close in Q3 FY2026) and repayment of borrowings under a January 21, 2026 credit facility. Proceeds may also support general working capital. The announcement highlights forward-looking risks such as market conditions, integration challenges, and economic factors, with no current performance metrics provided.
- ·Agreement and Plan of Merger dated February 20, 2026
- ·Senior Secured Credit Facility Commitment Letter dated January 21, 2026
- ·Expected Royston Group acquisition close in third quarter of LSI’s 2026 fiscal year
- ·Oppenheimer & Co. and Craig-Hallum acting as joint lead book-running managers
- ·LSI headquartered in Cincinnati with 18 manufacturing plants in US and Canada
02-03-2026
Booz Allen Hamilton Inc. entered into the Eleventh Amendment to its Credit Agreement on February 27, 2026, establishing $1B in new Refinancing Revolving Commitments (replacing existing ones), $750M in new Refinancing Tranche A-2 Term Loans to partially repay existing Tranche A Term Loans, and $500M in Supplemental Revolving Commitments, resulting in total Revolving Commitments of $1.5B. Existing Revolving Loans and part of Existing Tranche A Term Loans will be repaid in full or in part on the Effective Date, with waivers of certain prepayment penalties. No material negative impacts or declines in financial metrics are disclosed.
- ·Existing Revolving Commitments and Revolving Loans to be terminated/repaid on Eleventh Amendment Effective Date.
- ·Proceeds of $750M New Refinancing Tranche A-2 Term Loans used solely to repay part of Existing Tranche A Term Loans.
- ·Waivers of prepayment losses/expenses for Term SOFR Loans prepaid before end of Interest Period.
- ·Letters of Credit outstanding to remain in place post-termination of Existing Revolving Commitments.
- ·Effectiveness subject to no Default/Event of Default, true representations/warranties, and payment of fees.
02-03-2026
Sunbelt Rentals Holdings, Inc. (NYSE: SUNB) announced the commencement of trading its common stock on the NYSE under ticker SUNB, completing the transition to a U.S. primary listing with a secondary listing retained on the London Stock Exchange; former Ashtead Group plc shareholders received one Sunbelt share per Ashtead share held. The company, with 24,000 employees across more than 1,600 locations and a fleet exceeding $19B, highlighted its leadership in North American equipment rentals amid growing industry demand. No financial declines or flat metrics were reported, positioning Sunbelt for enhanced U.S. capital market access and growth.
- ·Earnings call scheduled for March 12, 2026 at 8:30 a.m. Eastern Time
- ·Investor Day on March 26, 2026 to cover strategic roadmap, performance, and capital allocation
- ·Registration Statement on Form 10 filed February 13, 2026
02-03-2026
On February 24, 2026, Christopher J. Klein notified Vontier Corporation's Board of his decision to retire as a director effective at the 2026 Annual Meeting of Shareholders, where he will not stand for re-election. This follows his support during the Company's spin-off and is not due to any disagreement with the Company's operations. The 8-K was filed on March 2, 2026.
- ·Company's principal executive offices: 5438 Wade Park Boulevard, Suite 600, Raleigh, NC 27607
- ·I.R.S. Employer Identification No.: 84-2783455
02-03-2026
XPO, Inc. issued a press release with preliminary operating metrics for its North American Less-Than-Truckload (LTL) segment for February 2026 and provided final metrics for January 2026. January tonnage per day was flat YoY at 0%, reflecting a 1.2% increase in shipments per day offset by a 1.2% decline in weight per shipment.
- ·Preliminary operating metrics for February 2026 North American LTL segment available in Exhibit 99.1 press release.
- ·Filing includes Item 7.01 Regulation FD Disclosure and Item 9.01 Financial Statements and Exhibits.
02-03-2026
ProCap Financial, Inc.'s DEFM14A proxy statement outlines its 2026 Annual Meeting to vote on four proposals: approval of Common Stock issuance for a merger under Nasdaq Rule 5635, election of Eric Jackson as Class I director, amendment to increase shares in the 2025 Equity Incentive Plan, and adjournment if needed. The Board recommends voting FOR all proposals, with 83.4M shares outstanding as of the February 10, 2026 Record Date. The virtual meeting has a voting deadline of March 26, 2026, 11:59 p.m. ET.
- ·Annual Meeting: 9:00 a.m. ET via live audio webcast at https://www.cstproxy.com/procapfinancial/2026
- ·Record Date: February 10, 2026
- ·Voting deadline: 11:59 p.m. ET on March 26, 2026
- ·Quorum: Majority of voting power of stock entitled to vote
- ·Merger Proposal, Director Appointment, Equity Plan Amendment, and Adjournment are non-routine (no broker discretionary voting)
- ·Stockholder proposals for 2027 annual meeting due not less than 120 days prior to proxy statement date
02-03-2026
Metropolitan Bank Holding Corp. announced its Investor Day on March 3, 2026, from 9:30 a.m. to 1:30 p.m. ET, featuring presentations and Q&A with executives including Founder, President & CEO Mark DeFazio and EVP & CFO Dan Dougherty on topics such as commercial lending (including skilled nursing and residential healthcare), diverse deposit verticals (including EB-5 solutions), and technology/AI initiatives. The Investor Day presentation is attached as Exhibit 99.1, with a live webcast available via registration.
- ·Investor Day webcast registration: https://app.webinar.net/kW1BqVW4jlr.
- ·Information in Item 7.01 and Exhibit 99.1 not deemed 'filed' or incorporated by reference
02-03-2026
Integrated Wellness Acquisition Corp, a SPAC, held its Business Combination Meeting on December 8, 2025, where shareholders approved the proposed business combination with Btab Ecommerce Group, Inc. However, the deal has not yet closed, prompting the company to file a proxy on February 23, 2026, for an Extension Meeting on March 12, 2026, to extend the business combination deadline from March 16, 2026, to September 16, 2026. Public shareholders can redeem shares at an estimated $12.91 per share (as of December 31, 2025), with instructions available via the transfer agent.
- ·Business Combination Proxy Statement filed November 12, 2025; Extension Proxy Statement filed February 23, 2026.
- ·Extension Meeting record date: February 18, 2026.
- ·Shareholders may withdraw redemption requests prior to the Extension Meeting vote or thereafter with company consent.
02-03-2026
BiomX Inc. reported the resignation of CFO Marina Wolfson and Chief Development Officer Dr. Merav Bassan on February 24, 2026, followed by the resignations of directors Greg Merril, Edward Williams, and Susan Blum on February 25, 2026, with none resulting from disagreements over operations, policies, or practices. The Board appointed David Rokach, with prior experience as CEO of Newcom Finance and Granit Investment Company, as the new CFO effective February 27, 2026. Separately, the Special Meeting of Stockholders was adjourned due to lack of quorum on February 25, 2026, and will reconvene on March 11, 2026.
- ·Record date for Special Meeting remains February 3, 2026.
- ·Special Meeting to reconvene virtually at www.virtualshareholdermeeting.com/PHGE2026SM, 8:00 a.m. Eastern Time.
- ·No arrangement or family relationships involving new CFO David Rokach requiring disclosure under Items 401(d) or 404(a) of Regulation S-K.
02-03-2026
H2O America (HTO) filed audited financial statements of Quadvest Retail (Quadvest, L.P.) and Quadvest Wholesale, LLC for the year ended December 31, 2025, as Exhibits 99.1 and 99.2 in connection with previously announced asset purchase agreements dated July 7, 2025. The Regulated Business Transaction involves acquiring substantially all assets of Quadvest Retail's water and sewer utility business for a base purchase price of $483.6M, while the Wholesale Business Transaction covers Quadvest Wholesale's wholesale water and sewer assets for $56.4M base price. Both transactions require satisfaction of closing conditions, including simultaneous closings, with no performance metrics or updates on completion provided.
- ·Prior 8-K filed July 8, 2025 announcing the Asset Purchase Agreements
- ·Auditor for financial statements: Calvetti Ferguson, LLC
- ·Transactions subject to adjustments based on capital expenditures
- ·Company address: 110 West Taylor Street, San Jose, CA 95110
02-03-2026
Power Solutions International, Inc. announced the acquisition of MTL Manufacturing & Equipment Inc. via a press release issued on March 2, 2026, furnished as Exhibit 99.1 under Item 7.01 (Regulation FD Disclosure). No financial terms or performance metrics were disclosed in the filing.
- ·Filing includes Exhibit 99.1 (Press Release dated March 2, 2026) and Exhibit 104 (Cover Page Interactive Data File).
02-03-2026
On February 24, 2026, Southern California Edison Company (SCE) agreed to sell $600M principal amount of its 5.15% First and Refunding Mortgage Bonds, Series 2024D, due 2029, and $600M principal amount of its 4.80% First and Refunding Mortgage Bonds, Series 2026A, due 2033. The Form 8-K filing, dated March 2, 2026, includes exhibits such as the Underwriting Agreement dated February 24, 2026, and Supplemental Indentures.
- ·Filing submitted on March 2, 2026, reporting event of February 24, 2026.
- ·Exhibits include One Hundred Fifty-Seventh Supplemental Indenture dated February 28, 2024 (incorporated by reference) and One Hundred Sixty-Second Supplemental Indenture dated February 25, 2026.
02-03-2026
James River Group Holdings reported Q4 2025 net income available to common shareholders of $30.1M ($0.53/share) versus a $94.0M loss in Q4 2024, with combined ratio improving to 94.1% from 155.1% and underwriting profit of $8.6M versus a $58.1M loss, driven by E&S segment net earned premium growth of 61% to $140.9M and combined ratio of 86.0%. However, overall gross written premium declined 27% to $262.7M due to a 70% drop in Specialty Admitted to $23.2M and strategic reductions in E&S, while net investment income fell 4% to $21.0M. Full year combined ratio was 96.6% with tangible common equity up 35% to $411M, but E&S gross written premium declined 5%.
- ·Dividend of $0.01 per share declared, payable March 31, 2026 to shareholders of record March 13, 2026.
- ·Conference call scheduled for March 3, 2026 at 8:30 a.m. ET.
- ·Sale of JRG Reinsurance Company Ltd. closed April 16, 2024, classified as discontinued operations.
- ·Net favorable reserve development of $1.8M in Q4 2025 ($5.0M E&S favorable, $3.1M Specialty unfavorable).
02-03-2026
On March 2, 2026, the Compensation Committee of the Board of Directors of Reliance Global Group, Inc. (NASDAQ: EZRA) approved and ratified a one-time cash bonus of $50,000 for Joel Markovits, the Company's Chief Financial Officer, subject to tax withholding and deductions. The filing pertains to Item 5.02 under compensatory arrangements for certain officers, with no departures, elections, or appointments reported.
- ·Securities registered: Common Stock (EZRA, par value $0.086 per share) and Series A Warrants (EZRAW) on The NASDAQ Capital Market.
- ·Company address: 300 Blvd. of the Americas, Suite 105, Lakewood, New Jersey 08701.
- ·IRS Employer Identification No.: 46-3390293.
02-03-2026
Cerus Corporation reported FY2025 total revenue of $233.8M, up 16% YoY, and product revenue of $206.1M, up 14% YoY, driven by platelet products, IFC sales (up 80% to $16.7M), and government contracts (up 31% to $27.7M). However, product gross margins compressed to 54.5% FY (down from 55.2%) and 51.5% Q4 (down from 53.9%), operating expenses rose 10% FY to $148.6M, worldwide platelet kit growth was flat at 0% in Q4, and operating cash flow declined to $4.8M from $11.4M. The company narrowed its FY net loss to $15.6M and achieved positive adjusted EBITDA of $9.5M, with cash at $82.9M; it reaffirmed 2026 product revenue guidance of $224-228M (9-11% growth).
- ·Q4 2025 North America platelet kit shipments down 3% YoY; international up 6%.
- ·Q4 2025 worldwide treatable platelet doses down 1% YoY.
- ·Entered group purchasing agreement with BCA, covering ~50% of U.S. blood supply.
- ·FY2026 product revenue guidance: $224M-$228M (9-11% YoY growth); IFC $20M-$22M (20-30% growth).
- ·$16M additional available on revolving credit facility as of Dec 31, 2025.
02-03-2026
Seres Therapeutics, Inc. announced executive leadership transitions effective March 2, 2026, appointing Board member Richard N. Kender as Executive Chair and Interim Chief Executive Officer, Matthew Henn, Ph.D. as President (in addition to Chief Scientific Officer), and Kelly Brady, M.S. as Executive Vice President and Chief Operating Officer. Former Co-Presidents and Co-CEOs Thomas J. DesRosier and Marella Thorell transitioned to Executive Vice President, Chief Legal Officer and Executive Vice President, Chief Financial Officer roles, respectively, providing continuity in key functions amid the change.
- ·Options vest monthly or quarterly over 4 years, with 25% contingent on stockholder approval of 2025 Incentive Award Plan amendment by 2026 annual meeting.
- ·Signing/retention bonuses subject to repayment if employment ends before December 31, 2026 for cause or without good reason.
- ·No family relationships or material interests required to be disclosed under Regulation S-K Items 401(d) or 404(a).
02-03-2026
Ocean Power Technologies, Inc. (OPTT) filed an 8-K on March 2, 2026, announcing the issuance of a press release that highlights the strategic relevance of autonomous maritime systems amid regional tensions in the Middle East. The press release is incorporated as Exhibit 99.1. The filing was signed by Philipp Stratmann, President and Chief Executive Officer.
02-03-2026
Gaia, Inc. reported FY 2025 revenue of $99.0 million, up 11% YoY from $89.3 million, driven by member growth to 903,000 and higher ARPU, while Q4 revenue rose 6% to $25.5 million from $24.1 million. Gross margins improved to 87.1% from 86.1%, and free cash flow increased to $4.9 million from $2.7 million; however, net loss was $4.5 million (improved from $5.2 million), operating cash flow declined to $5.7 million from $6.9 million, and Q4 operating cash flow fell to $1.8 million from $2.7 million. Cash balance stood at $13.5 million with a $10.0 million unused line of credit.
- ·Total assets increased to $154.6M from $141.2M as of Dec 31, 2025.
- ·Media library net $39.1M (Dec 2025) vs $39.0M (Dec 2024).
- ·Operating expenses for FY 2025 totaled $91.3M, up from $82.6M in FY 2024.
02-03-2026
Finward Bancorp's Board of Directors declared a quarterly dividend of $0.12 per share on its common stock, payable on March 31, 2026, to shareholders of record on March 16, 2026. This announcement comes amid ongoing regulatory oversight, as Peoples Bank operates under a previously disclosed memorandum of understanding with the FDIC and Indiana DFI that generally requires prior approval for cash dividends. No other financial metrics or period-over-period comparisons were provided.
- ·Filing signed by Benjamin L. Schmitt, EVP, CFO, and Treasurer.
- ·Registrant details: Indiana incorporation, Commission File Number 001-40999, IRS EIN 35-1927981, principal offices at 9204 Columbia Avenue, Munster, Indiana 46321.
02-03-2026
MariMed Inc. entered into a Restructuring and Exchange Agreement dated February 24, 2026, with Navy Capital Green entities, cancelling existing promissory notes totaling $4.4175M and surrendering 4,908,333 Series B shares valued at $14.725M to avoid mandatory conversion or redemption provisions due February 28, 2026. In exchange, the Company issued new promissory notes for an $8M loan ($2M Note 1 and $6M Note 2, guaranteed by subsidiaries) and 26,900,000 new Series B Convertible Preferred shares. While this provides restructuring flexibility and new liquidity, it introduces additional debt and significant potential equity dilution.
- ·Existing Shares issued originally at $3.00 per share and convertible 1:1 into common stock.
- ·New Series B Preferred Stock issuance upon filing amended Series B Certificate of Designation with Delaware Secretary of State.
- ·Company to pay Navy's costs, expenses, and fees within 3 business days of Effective Date.
- ·Transactions exempt from registration under Regulation D and state securities laws.
02-03-2026
Fidus Investment Corporation entered into Amendment No. 3 to its Equity Distribution Agreement, increasing the maximum aggregate offering amount under its at-the-market (ATM) program from $300.0M to $400.0M. As of March 2, 2026, approximately $134.8M remains available for sale through sales agents Fidus Investment Advisors, LLC, Raymond James & Associates, Inc., and B. Riley Securities, Inc. No shares were sold in connection with this amendment.
- ·Original Equity Distribution Agreement dated November 10, 2022
- ·Prospectus supplement filed March 2, 2026 (accompanying prospectus dated February 27, 2026)
- ·Shelf registration on Form N-2 (File No. 333-293856)
02-03-2026
Sanara MedTech Inc. (SMTI) furnished an investor presentation under Item 7.01 of Form 8-K for use in investor and analyst meetings, including at the TD Cowen 46th Annual Health Care Conference on March 3, 2026. The presentation summarizes the company's priorities, strategy, and anticipated revenue for the 2026 fiscal year. No specific financial metrics or period-over-period comparisons are disclosed in the filing.
- ·Presentation furnished as Exhibit 99.1 and not deemed 'filed' for Section 18 liability purposes.
- ·Conference location: Boston, Massachusetts.
02-03-2026
Ingram Micro reported strong Q4 FY25 net sales of $14.9B, up 11.5% YoY (9.1% FX-neutral), and FY25 net sales of $52.6B, up 9.5% YoY, driven by growth across all regions with robust cash generation including Q4 adjusted free cash flow of $1.63B, the highest in over a decade. However, gross margins contracted to 6.50% in Q4 (from 7.01%) and 6.67% FY (from 7.18%) due to mix shifts toward lower-margin AI-enablement, client/endpoint solutions, and Asia-Pacific; North America operating income declined sharply to $50.6M from $115.2M while Latin America was flat at $44.1M. The company authorized a $100M share repurchase and voluntarily repaid $200M of term loan debt in February 2026.
- ·Q1 FY26 outlook: Net sales $12.45B to $12.80B; Non-GAAP EPS $0.67 to $0.75 (10% to 23% YoY increase).
- ·All four geographic segments showed YoY net sales growth in FY25, with double-digit growth in Asia-Pacific.
- ·North America FY25 operating income margin declined to 1.30% from 1.85%, impacted by $48.7M CloudBlue sale loss.
02-03-2026
ThredUp Inc. reported strong Q4 2025 revenue of $79.7 million, up 18% YoY from $67.3 million, with record Active Buyers of 1.65 million (+30% YoY) and FY 2025 revenue of $310.8 million (+20% YoY). However, Q4 gross margin declined to 79.6% from 80.4%, Adjusted EBITDA fell to $2.9 million (3.7% margin) from $5.0 million (7.4% margin), and FY gross margin was slightly lower at 79.4% vs. 79.7%. The company achieved positive annual total cash flows of $3.1 million for the first time and guided FY 2026 revenue to $349-355 million (+13% YoY at midpoint).
- ·Cash and cash equivalents increased to $38.6M as of Dec 31, 2025 from $31.9M in 2024.
- ·Total assets decreased to $167.2M from $171.2M YoY.
- ·Long-term debt decreased to $14.3M from $18.2M YoY.
- ·Q1 2026 guidance: revenue $79.5-80.5M (+12% YoY midpoint), gross margin 78-79%, Adjusted EBITDA margin ~3%.
- ·FY 2026 guidance: revenue $349-355M (+13% YoY midpoint), gross margin 78-79%, Adjusted EBITDA margin ~6%.
02-03-2026
DHI Group, Inc. (NYSE: DHX) announced the acquisition of Point Solutions Group, an engineering and technology professional services firm in defense contracting, for $5.5 million, including $5.0 million upfront cash and $0.5 million potential earn-out based on 2026 revenue thresholds. The deal enables ClearanceJobs to bid on federal contracts, provide staffing solutions for cleared roles, and expand its market beyond job postings. No financial impacts or declines were disclosed in the announcement.
- ·Acquisition announced on March 2, 2026
- ·Point Solutions Group holds Top Secret facility clearance and past performance on U.S. Department of Defense and intelligence community contracts
- ·Earn-out achievable within one year of purchase date
02-03-2026
Dave Inc. reported record Q4 2025 revenue of $163.7 million, up 62% YoY from $100.9 million, and FY 2025 revenue of $554.2 million, up 60% YoY from $347.1 million. GAAP net income grew 292% to $66.0 million in Q4 and 238% to $195.9 million for the year, while Adjusted EBITDA increased 118% to $72.9 million in Q4 and 162% to $226.7 million annually, though quarterly GAAP net income showed volatility with a 16% decline in Q1 2025. The company provided FY 2026 guidance for revenue growth of 25%-28% to $690-$710 million and raised its share repurchase authorization from $125 million to $300 million.
- ·Q4 2025 Non-GAAP Gross Profit Margin of 74%, up 300 bps YoY.
- ·Q4 2025 average 28-day past due rate improved 12% QoQ to 1.89%.
- ·Q4 2025 Dave Debit Card spend increased 17% YoY to $534 million.
- ·Q4 2025 ExtraCash Monetization Rate Net of Losses at record 4.8%, up 29 bps YoY.
- ·FY 2026 Adjusted EBITDA guidance $290-$305 million; Adjusted EPS $14.00-$15.00.
02-03-2026
Core Scientific reported Q4 2025 total revenue of $79.8 million, down 16% YoY from $94.9 million, primarily due to a 47% decline in digital asset self-mining revenue to $42.2 million despite a 268% surge in colocation revenue to $31.3 million and a slight 4% drop in hosted mining revenue to $6.3 million. Gross profit rose sharply 336% to $20.8 million and net income flipped to $216.0 million from a $291.1 million loss, driven by non-cash gains; however, Adjusted EBITDA swung to -$42.7 million from $13.3 million amid higher digital asset fair value changes. The company expanded power capacity by ~730 MW across new and existing sites and disclosed a material restatement of prior-period financials for overstated property, plant, and equipment with no impact on revenue, Adjusted EBITDA, or cash flows.
- ·Liquidity of $533.4M as of Dec 31, 2025, comprising $311.4M cash and $222.0M bitcoin.
- ·Restatement impacts consolidated financials as of/for: three/six months ended June 30, 2024; nine months ended Sep 30, 2024; year ended Dec 31, 2024; three months ended Mar 31, 2025; six months ended June 30, 2025; three months ended Sep 30, 2025 (standalone June 30/Sep 30 2024/2025 unaffected).
- ·Conference call scheduled for March 2, 2026 at 4:30 pm ET; investor presentation available at https://investors.corescientific.com/news-events/presentations.
02-03-2026
Asana reported Q4 FY26 revenue of $205.6M, up 9% YoY, with non-GAAP operating margin expanding 10pp to 9% and operating cash flow surging 74% to $27.6M, while GAAP operating loss narrowed to $34M from $63.6M. FY26 revenue grew 9% to $790.8M amid non-GAAP operating income of $56.7M, but dollar-based NRR remained at 96% overall, signaling flat retention. The board authorized an additional $160M for share repurchases, bringing total authorization to ~$200M.
- ·Core customers grew 8% YoY to 25,928; $100k+ customers up 13% to 817.
- ·Q1 FY27 revenue guidance $202.5-204.5M (+8.1-9.2% YoY); FY27 revenue $850-858M (+7.5-8.5% YoY).
- ·Dollar-based NRR: Core customers 97%, $100k+ customers 96%.
- ·Announced Asana Gov (FedRAMP-in-process) and expanded AI integrations.
02-03-2026
Asana, Inc. (NYSE: ASAN) announced the promotion of Aziz Megji to Chief Financial Officer (CFO) effective March 24, 2026, succeeding Sonalee Parekh, who has served as CFO since 2024 and will resign effective March 23, 2026. CEO Dan Rogers praised Megji's contributions to financial strategy and go-to-market execution, expressing confidence in his leadership for growth in the Agentic Enterprise. The company notes more than 180,000 organizations use Asana, including Accenture, Amazon, Anthropic, and Suzuki.
- ·Aziz Megji joined Asana in 2024 as Head of Financial Planning & Analysis, overseeing annual planning, budgeting, forecasting, treasury, investor relations, corporate development, and sales compensation.
- ·Filing date: March 02, 2026
- ·Parekh tendered resignation effective March 23, 2026
02-03-2026
On March 1, 2026, Blend Labs, Inc. completed the sale of substantially all the assets and liabilities of Title365 Company, its title insurance business, to Covius Services, LLC. The announcement was made via Regulation FD Disclosure in an 8-K filing dated March 2, 2026. No financial terms, proceeds, or impact on operations were disclosed.
02-03-2026
Lumentum Holdings Inc. filed a Certificate of Designation authorizing 2,876,415 shares of Series A Convertible Preferred Stock with a par value of $0.001 per share, featuring a 1:1 conversion ratio into common stock, pro-rata dividend rights, as-converted voting rights, and pro-rata liquidation preferences. The board adopted the resolution on March 1, 2026, in connection with a Stock Purchase Agreement dated March 2, 2026, with NVIDIA Corporation. No financial impacts or performance metrics are disclosed in the filing.
- ·Conversion Ratio initially 1 share of Series A Preferred to 1 share of Common Stock, subject to adjustments.
- ·Holders have conversion rights subject to Hart-Scott-Rodino waiting period if applicable.
- ·Automatic conversion upon Qualified Sale.
- ·Corporation must reserve sufficient Common Stock for conversions.
02-03-2026
Braemar Hotels & Resorts Inc. released its Fourth Quarter 2025 Investor Presentation on March 2, 2026, disclosed via Form 8-K under Items 7.01 (Regulation FD Disclosure) and 9.01 (Financial Statements and Exhibits). The presentation is attached as Exhibit 99.1 and not deemed 'filed' for SEC purposes unless specifically incorporated by reference. The filing was signed by Deric S. Eubanks, Chief Financial Officer.
- ·Securities registered: Common Stock (BHR), Preferred Stock Series B (BHR-PB), Preferred Stock Series D (BHR-PD) on New York Stock Exchange
- ·Principal executive offices: 14185 Dallas Parkway, Suite 1200, Dallas, Texas 75254
- ·IRS Employer Identification Number: 46-2488594
02-03-2026
Alico, Inc. held its 2026 Annual Meeting of Shareholders on February 27, 2026, with 6,124,334 shares of common stock represented, constituting a quorum. All six director nominees—George R. Brokaw, Katherine R. English, John E. Kiernan, Toby K. Purse, Adam H. Putnam, and Eric Speron—were elected to the board until the 2027 Annual Meeting, receiving FOR votes ranging from 4,257,200 (Brokaw) to 4,839,649 (Kiernan), with broker non-votes of 1,275,676 across nominees. Proposal 2 to ratify Grant Thornton LLP as independent auditors for the fiscal year ending September 30, 2026, passed overwhelmingly with 6,091,075 FOR votes, 7,925 AGAINST, and 25,334 abstentions.
- ·Record Date for shareholders: January 2, 2026
- ·Votes AGAINST for George R. Brokaw: 588,156 (highest opposition among nominees)
- ·Votes AGAINST for Toby K. Purse: 432,316 (second highest opposition)
02-03-2026
Gloo announced preliminary Q4 2025 results expecting revenue of $32M, exceeding guidance of $28-30M and consensus of $29M, with Adjusted EBITDA at the better end of negative $19.5-18.5M guidance versus consensus negative $19.1M. The company raised FY2026 revenue guidance to $185M from $180M and provided Q1 2026 guidance of $36M revenue (above $33.2M consensus) and negative $12M Adjusted EBITDA (above negative $14.4M consensus), expecting over 30% sequential Adjusted EBITDA improvement from Q4 2025. While progress toward Adjusted EBITDA profitability is accelerating (breakeven approach in Q3 2026, profitability in Q4 2026), results remain preliminary and unaudited with ongoing losses.
- ·Q4 2025 results subject to completion of financial closing and potential adjustments; not audited.
- ·Fireside chat at The Citizens Technology Conference on March 3, 2026, at 12:30 p.m. PT.
- ·Serves over 140,000 faith, ministry, and nonprofit leaders.
02-03-2026
SEI Investments Company (SEIC) filed an 8-K on March 2, 2026, under Items 7.01 and 9.01, furnishing its Raymond James Institutional Investor Conference presentation (Exhibit 99.1) as Regulation FD Disclosure. The filing includes standard forward-looking statements regarding sales momentum, operating model reshaping, earnings growth, strategic priorities, and market opportunities, with disclaimers referencing risks in the 2025 10-K. No specific financial metrics or period comparisons are disclosed in the filing.
- ·References Annual Report on Form 10-K for year ended Dec. 31, 2025
- ·Securities: Common Stock, par value $0.01 per share (SEIC on NASDAQ)
02-03-2026
Newbridge Acquisition Limited, a blank check company, entered into a non-binding Memorandum of Understanding (MOU) with Starcoin Group Limited (formerly Innovative Pharmaceutical Biotech Limited, HKEX: 399) on February 27, 2026, to explore a potential de-SPAC transaction involving Starcoin and/or its assets or businesses. The MOU requires due diligence and definitive agreements to proceed and terminates 180 days after signing unless extended. No transaction is guaranteed, and shareholders are advised to exercise caution when dealing in the Company's securities.
- ·MOU termination: earlier of definitive agreements or 180 days after February 27, 2026
- ·Company securities: NBRGU (Units), NBRG (Class A Ordinary Shares), NBRGR (Rights) listed on Nasdaq
- ·Starcoin listed on The Stock Exchange of Hong Kong Limited (stock code 399)
02-03-2026
Crawford & Company reported Q4 2025 revenues before reimbursements of $308.5M, down 11% YoY from $347.3M, leading to a net loss of $7.2M versus prior year income of $5.7M, primarily due to lower weather-related claims activity from lack of storms like Hurricanes Helene and Milton. Full year 2025 revenues declined 2% to $1.266B from $1.293B, with net income down 26% to $19.6M, though non-GAAP adjusted operating earnings rose 10% to $82.3M supported by record revenues in Broadspire (+3.6% to $401.9M) and International Operations (+4.7% to $438.2M). Platform Solutions revenues plunged 31% annually to $120.8M amid reduced weather activity, while the company announced a new U.S. Operations and International Operations structure effective January 1, 2026.
- ·Cash and cash equivalents increased to $64.1M as of Dec 31, 2025 from $55.4M prior year.
- ·Total debt decreased to $189.1M as of Dec 31, 2025 from $218.1M prior year.
- ·Operations provided $101.8M cash in 2025 vs $51.6M in 2024.
- ·Conference call scheduled for March 3, 2026 at 8:30 a.m. Eastern Time.
02-03-2026
BRC Inc. issued a press release on March 2, 2026, announcing its financial results for the fourth quarter and full year ended December 31, 2025, along with guidance for the full-year fiscal 2026. The press release is furnished as Exhibit 99.1 and is not deemed 'filed' under securities regulations. No specific financial metrics or period-over-period comparisons are detailed in the 8-K filing itself.
- ·Filing date: March 2, 2026
- ·Results period: Q4 and full year ended December 31, 2025
- ·Guidance period: Full-year fiscal 2026
02-03-2026
Ouster achieved record Q4 2025 revenue of $62M, up 107% YoY and 57% QoQ, including $21M in primarily one-time royalties, while product revenue reached $41M, up 36% YoY but only 4% sequentially amid growth in industrial and robotics verticals. Full year 2025 revenue hit $169M, +52% YoY with product revenue up 32% to $147M and GAAP gross margin expanding 1300bps to 49%, though the company still reported a $60M GAAP net loss (improved $37M YoY) and Adjusted EBITDA loss of $12M. Record lidar shipments exceeded 8,100 units in Q4 and 25,000 for the year, with bookings at $177M yielding a 1.2x product book-to-bill.
- ·Q1 2026 revenue outlook: $45-48M (includes ~7 weeks of Stereolabs operations)
- ·Long-term framework (ex-royalties): 30-50% annual revenue growth, GAAP gross margins 35-40%, op ex growth 5-8% from 2025 levels
- ·Upcoming events: Cantor Global Technology & Industrial Growth Conference (Mar 10, 2026), 38th Annual ROTH Conference (Mar 24, 2026)
02-03-2026
Crescent Energy Company announced its intent to offer $400M aggregate principal amount of Convertible Senior Notes due 2031 in a private placement to qualified institutional buyers, with proceeds plus borrowings under its revolving credit facility to redeem all outstanding 9.250% Senior Notes due 2028 (redemption notice issued for March 12, 2026, conditioned on notes closing). As of February 28, 2026, the company had no outstanding borrowings under its RCF with $1.98B capacity available (net of $16.6M letters of credit). The filing also includes pro forma financials reflecting the Vital Merger and Ridgemar Acquisition, a $3.3B notional hedging portfolio as of January 31, 2026, and year-end 2025 proved reserves of 967,870 Mboe with PV-10 value of $8.4B.
- ·Hedging includes 20,652 thousand Bbls crude oil swaps at weighted average $64.74 for 2026.
- ·Redemption of 2028 Notes conditioned on closing of Notes Offering on or about March 12, 2026.
- ·Pro forma statement of operations for year ended Dec 31, 2025 attached as Exhibit 99.2.
02-03-2026
Mobile Infrastructure Corp reported Q4 2025 revenue of $8.8M, down 4.3% YoY from $9.2M, and full-year revenue of $35.1M, down from $37.0M, with net losses widening to $8.3M in Q4 and $23.7M for the year amid transient volume pressures from market disruptions. However, contract parking volumes grew 10% YoY to 6,700 contracts, residential monthly contracts rose nearly 60%, Adjusted EBITDA was flat at $3.9M in Q4, and the company met its $30M asset rotation sales target while providing 2026 guidance for revenue of $35-38M (4% growth at midpoint). NOI declined to $20.7M for the full year from $22.6M, but venue reopenings and technology optimizations support expected acceleration.
- ·Same location RevPAS $190 in Q4 2025 vs $200 in Q4 2024.
- ·2026 guidance: NOI $21.5-23.0M (7% YoY growth at midpoint), Adjusted EBITDA $15.0-16.5M (10% YoY growth at midpoint).
- ·Venues in Cincinnati, Denver, and Nashville reopened as of January 2026.
- ·Portfolio: approximately 4.7 million square feet as of Dec 31, 2025.
- ·Conference call: March 2, 2026 at 4:30 PM ET.
02-03-2026
Harrow reported record Q4 2025 revenue of $89.1M, up 33% YoY from $66.8M, and full-year 2025 revenue of $272.3M, up 36% YoY from $199.6M, with Adjusted EBITDA reaching $24.2M in Q4 (up 7.5% YoY) and $61.9M for the year (up 53.5% YoY). The company generated $43.9M in operating cash flow for 2025, versus $(22.2)M used in 2024, and ended with $72.9M in cash. However, full-year GAAP net loss was $5.1M (improved from $17.5M prior year but still negative), gross margins remained flat at 75% for the year, stockholders' equity declined to $52.1M from $69.3M, and loans payable rose to $243.2M from $219.5M.
- ·2026 revenue guidance: $350M-$365M ($133M-$153M H1; $203M-$226M H2)
- ·2026 Adjusted EBITDA guidance: $80M-$100M
- ·Conference call: March 3, 2026 at 8:00 a.m. ET
- ·R&D expenses: Q4 2025 $11.7M (up 146% YoY); FY 2025 $20.9M (up 71% YoY)
- ·Loans payable: $243.2M as of Dec 31, 2025 (up from $219.5M)
02-03-2026
On February 25, 2026, Jay Siegel, M.D. informed the Board of MacroGenics, Inc. that he will not stand for re-election as a Class I director at the Company's 2026 Annual Meeting of Stockholders, citing personal reasons with no disagreement regarding the Company's operations, policies, or practices. The Company thanked Dr. Siegel for his contributions. No other changes or impacts were reported.
02-03-2026
Kevin R. Sayer is returning from a temporary leave of absence effective March 2, 2026, to resume his role as Executive Chairman of DexCom, Inc., following his planned retirement from CEO effective January 1, 2026. Under a new letter agreement effective the same date, he will receive an annual base salary of $610,000 and restricted stock units valued at $2.35M vesting on March 8, 2027, while remaining eligible for executive benefit plans except the Severance & Change in Control Plan. Mark Foletta will resume duties as Lead Independent Director upon Sayer's return.
- ·Kevin R. Sayer's prior equity awards continue to vest per original terms.
- ·Temporary leave of absence began September 14, 2025.
02-03-2026
Bakkt Holdings, Inc. announced the pricing of a $48.125M registered direct offering of 3,024,799 shares of Class A common stock and pre-funded warrants to purchase 2,475,201 shares at approximately $8.75 per share/warrant to a single institutional investor, expected to close on or around March 2, 2026. Gross proceeds will fund working capital, general corporate purposes, and strategic initiatives, with Cohen & Company Capital Markets as sole placement agent. No comparative financial metrics were provided, and the announcement includes extensive forward-looking risk disclosures but no quantitative declines.
- ·Offering pursuant to shelf registration statement on Form S-3 (File No. 333-288361) effective July 3, 2025.
- ·Pricing announced February 27, 2026; expected closing on or around March 2, 2026, subject to customary conditions.
- ·Pre-funded warrants have $0.0001 per share exercise price.
02-03-2026
Power Solutions International reported record full-year 2025 net sales of $722.4 million, up 52% YoY, and net income of $114.0 million, up 65% YoY to diluted EPS of $4.94. However, Q4 2025 net sales increased 33% to $191.2 million, while gross profit declined 3% to $41.8 million with gross margin dropping to 21.9% from 29.9%, and net income fell 31% to $16.1 million due to higher tax expense and production inefficiencies. The company completed the acquisition of MTL Manufacturing & Equipment, Inc. to enhance data center market capabilities amid strategic shifts toward higher-growth sectors.
- ·Cash and cash equivalents decreased to $41.3M from $55.3M YoY; total debt reduced to $96.6M from $120.2M.
- ·Income tax benefit of $10.6M in FY 2025 driven by $38.3M valuation allowance release ($1.66 EPS impact); expect normalized tax rate in 2026.
- ·Inventories increased to $127.4M from $93.9M; total assets grew to $424.7M from $328.2M.
- ·Q4 SG&A expenses up 3% to $12.8M; FY SG&A up 49% to $55.8M.
02-03-2026
Pitney Bowes Inc. completed a $150M offering of additional 7.250% Senior Notes due 2029 on March 2, 2026, which form a single series with $326M of original notes issued in 2021, increasing total outstanding Notes to $476M. The company received net proceeds of approximately $146.9M, to be used for general corporate purposes including repayment, repurchase, or refinancing of other indebtedness. The notes are senior unsecured obligations guaranteed by certain U.S. subsidiaries.
- ·Interest payable semi-annually in arrears on March 15 and September 15; first payment for Additional Notes on March 15, 2026, including accrued interest from September 15, 2025.
- ·Notes mature on March 15, 2029, unless earlier repurchased or redeemed.
- ·Issued pursuant to Original Indenture dated March 19, 2021, supplemented by First Supplemental Indenture dated March 2, 2026.
02-03-2026
Baker Hughes Company filed an 8-K on March 2, 2026, reporting on February 27, 2026, and attaching the audited consolidated financial statements of Chart Industries, Inc. as of December 31, 2025 and 2024, and for the three years ended December 31, 2025, in connection with the previously announced merger agreement dated July 28, 2025. The filing includes the consent of Deloitte & Touche LLP as Exhibit 23.1. No specific financial metrics, changes, or performance data are disclosed in the narrative.
- ·Securities registered: Class A Common Stock (BKR, Nasdaq), 5.125% Senior Notes due 2040 (BKR40, Nasdaq)
- ·Principal executive offices: 575 N. Dairy Ashford Rd., Suite 100, Houston, Texas 77079-1121
02-03-2026
On March 2, 2026, My Size, Inc. received a notification from Nasdaq indicating non-compliance with the minimum bid price requirement of $1.00 per share under Nasdaq Listing Rule 5550(a)(2), as the closing bid price fell below $1.00 for 30 consecutive business days. The company has 180 calendar days until August 31, 2026, to regain compliance by maintaining a $1.00 closing bid price for at least 10 consecutive business days, with potential for an additional 180 days if other listing standards are met. The Notification Letter has no immediate effect on trading, but failure to comply could lead to delisting proceedings, and the company may consider a reverse stock split.
- ·Trading symbol: MYSZ
- ·State of incorporation: Delaware
- ·Commission File Number: 001-37370
- ·IRS Employer Identification No.: 51-0394637
- ·Principal executive offices: HaNegev 4, POB 1026, Airport City, Israel 7010000
- ·Telephone: +972-3-600-9030
02-03-2026
On March 1, 2026, AI Era Corp. accepted the resignation of Chiyuan Deng as Chief Executive Officer (effective immediately, with no disagreements noted; he continues as President, Chief Financial Officer, and Director) and appointed Ahmad Moradi, an AI technology veteran with over 25 years of leadership experience across multiple companies, as the new CEO. Both executives entered into three-year employment agreements featuring $500,000 and $300,000 sign-on bonuses (payable in stock), $144,000 annual base salaries, $30,000 remote work stipends, and stock option grants of 2 million and 1.5 million shares respectively; the Board also adopted the 2026 Incentive Plan reserving 10 million shares. No financial performance metrics or declines were reported in the filing.
- ·Employment agreements include 12-month non-competition/non-solicitation covenants in AI-driven media/entertainment sector (U.S.-wide).
- ·Stock sign-on bonuses calculated at per-share price of $0.80-$1.00.
- ·Performance incentives eligible up to 1,250,000+ shares for Moradi and 750,000+ for Deng, tied to revenue growth, partnerships, KPIs.
- ·Severance for Moradi: 150% of remaining base salary; for Deng: 125%.
- ·Chiyuan Deng signed the filing as President on March 2, 2026.
02-03-2026
BlackSky reported Q4 2025 revenue of $35.2M, up 16% YoY from $30.4M, driven by new Gen-3 satellite deliveries and contracts, while full-year 2025 revenue rose modestly 4% YoY to $106.6M from $102.1M. Backlog surged 32% YoY to $345M and Q4 adjusted EBITDA improved 19% to $8.8M from $7.4M, achieving a second consecutive year of positive full-year adjusted EBITDA at $0.9M. However, full-year net loss widened to $70.3M from $57.2M, cost of sales rose to 33% of revenue from 27%, space-based intelligence & AI services revenue declined 7% YoY, and advanced technology programs revenue fell 22% YoY.
- ·Q4 2025 capital expenditures: $12.7M
- ·FY 2026 outlook: revenue $120M-$145M, adjusted EBITDA $6M-$18M, capex $50M-$60M
- ·Unbilled contract assets reduced to $28.6M from $44.0M at Q3 end
- ·Cash operating expenses FY 2025: $74.3M, up from $64.9M in 2024
02-03-2026
Constellation Acquisition Corp I drew $5,000 in Extension Funds from an unsecured promissory note with Constellation Sponsor LP on February 27, 2026, depositing them into its trust account to extend the initial business combination deadline from February 28, 2026, to March 29, 2026. This marks the first of eleven permitted one-month extensions. No declines or flat metrics reported, providing additional time without immediate liquidation risk.
- ·Promissory note originally dated January 30, 2024; interest-free and matures upon initial business combination closing.
- ·Note repayment only from amounts outside trust account if no business combination consummated.
- ·Company is a blank check (SPAC) incorporated in Cayman Islands, emerging growth company.
02-03-2026
Flotek Industries, Inc. announced the appointment of Christina Ibrahim as Senior Vice President, General Counsel, Chief Compliance Officer, and Corporate Secretary, effective via press release issued on March 2, 2026. The disclosure is furnished under Regulation FD (Item 7.01) and includes Exhibit 99.1. No financial metrics or performance data were disclosed.
02-03-2026
Life360 reported record FY 2025 revenue of $489.5 million, up 32% YoY, driven by subscription revenue growth of 33% to $369.3 million, MAU of 95.8 million (+20% YoY), and Paying Circles of 2.8 million (+26% YoY), with Adjusted EBITDA surging 105% to $93.2 million and first full-year net income of $150.8 million. Q4 revenue rose 26% YoY to $146.0 million, with core subscription revenue up 33% and other revenue up 86%. However, Q4 hardware revenue declined 19% YoY to $19.3 million amid lower ASP (-20%) and despite flat unit shipments (+3%), while FY hardware ASP fell 11%.
- ·Q4 2025 gross margin expanded to 75% from 74% YoY; FY 2025 gross margin 78% vs 75%.
- ·Q4 2025 operating expenses as % of revenue flat at 69% YoY; FY 2025 declined to 74% from 77%.
- ·FY 2025 operating cash flow $88.6M, up 172% YoY.
- ·Cash increased to $495.8M from $160.5M at end of 2024.
02-03-2026
Applied Digital Corporation's subsidiary, APLD ComputeCo 2 LLC, announced its intention to offer $2.15B in aggregate principal amount of senior secured notes due 2031 in a private offering to qualified institutional buyers and non-U.S. persons. Proceeds will fund development and construction of 200 megawatts of critical IT load at the Polaris Forge 2 AI Factory campus in Harwood, North Dakota, currently leased to Oracle, along with project accounts and fees. The company also released selected slides from an investor presentation under Regulation FD Disclosure; the offering is subject to market conditions and forward-looking with noted risks.
- ·Offering relies on Rule 144A for U.S. qualified institutional buyers and Regulation S for non-U.S. persons.
- ·Notes due 2031; proceeds include funding for Debt Service Reserve Account and transaction expenses.
- ·Investor presentation dated March 2, 2026 (Exhibit 99.1); press release dated March 2, 2026 (Exhibit 99.2).
02-03-2026
Quanterix reported Q4 2025 revenue of $43.9 million, up 25% YoY from $35.2 million, exceeding expectations, while full-year revenue grew only 1% to $138.9 million from $137.4 million. GAAP gross margins declined sharply to 45.7% in Q4 (from 63.0%) and 46.8% full-year (from 60.5%), with adjusted EBITDA losses widening to $7.9 million in Q4 (from $5.9 million) and $44.9 million full-year (from $23.6 million). The company ended 2025 with $121.6 million in cash and expects 2026 revenue of $169-174 million, cash flow breakeven in H2 2026, and ~$100 million cash at year-end.
- ·Submitted 510(k) to FDA in January 2026 for Alzheimer’s blood test.
- ·CMS established $897 reimbursement for LucentAD Complete test.
- ·94% of Akoya integration milestones complete; remaining cost synergies by end Q1 2026.
- ·Adjusted cash usage $3.0M in Q4 2025 and $30.9M full year (vs $32.2M prior year).
02-03-2026
On February 25, 2026, the Board of Directors of Goldman Sachs BDC, Inc. reduced its size from seven to six members due to a vacancy from a director's retirement effective December 31, 2025. To balance director classes per the company's certificate of incorporation, Timothy J. Leach and Katherine P. Uniacke were reclassified and appointed as Class III directors, with Leach retaining his role as Chairman of the Board and multiple committees.
- ·Class III directors will hold office until the 2026 annual meeting of stockholders or until successors are elected.
- ·Neither Leach nor Uniacke has family relationships with current directors or officers, nor any material transactions under Item 404(a) of Regulation S-K.
02-03-2026
Nuvation Bio reported strong IBTROZI adoption with 216 new patient starts in Q4 2025 (total 432 since June 2025 launch, 6x prior ROS1 TKI launches) and net product revenue of $15.7M for Q4 ($24.7M FY2025), alongside collaboration revenue of $26.2M in Q4 (up from $5.7M YoY due to $25M Nippon Kayaku milestone). Cash position remained robust at $529.2M as of Dec 31, 2025; however, R&D expenses rose 17% YoY to $34.3M in Q4 and SG&A surged 54% to $40.3M, contributing to a Q4 net loss of $36.6M (improved from $49.4M) and FY net loss of $204.6M (vs $567.9M prior year).
- ·Entered exclusive license and collaboration with Eisai on Jan 11, 2026 for taletrectinib in Europe and select countries.
- ·Safusidenib Phase 2 results published Nov 8, 2025 in Neuro-Oncology; first patient enrolled in SIGMA Phase 3 in Oct 2025.
- ·IBTROZI approved by FDA June 11, 2025 for ROS1+ NSCLC.
02-03-2026
Alamo Group reported Q4 2025 net sales of $373.7M, down 3.0% YoY due to a 13.2% decline in Vegetation Management despite 4.2% growth in Industrial Equipment, with adjusted EBITDA margins contracting to 12.0% from 13.4%. Full-year 2025 net sales fell 1.5% to $1,603.7M, driven by a 16.7% drop in Vegetation Management offsetting 12.6% growth in Industrial Equipment, while adjusted EBITDA slipped to $216.9M (13.5% margin) from $228.4M (14.0%). Strong operating cash flow of $177.5M exceeded net income by 171%, yielding a net cash position of $103.9M, supporting a 13.3% dividend hike to $0.34/share and the acquisition of Petersen Industries.
- ·Q4 adjusted fully diluted EPS $1.70 vs $2.39 YoY.
- ·FY adjusted fully diluted EPS $9.37 vs $10.12 YoY.
- ·Earnings conference call scheduled for March 3, 2026 at 10:00 a.m. ET.
- ·Petersen Industries acquisition closed in January 2026.
02-03-2026
Voya Financial, Inc. completed a $400M registered public offering of 5.050% Senior Notes due 2036 on March 2, 2026, fully guaranteed by its wholly-owned subsidiary Voya Holdings Inc., yielding net proceeds of approximately $395.2M after commissions and expenses. Proceeds are intended for general corporate purposes, potentially including repayment of the $447M outstanding 3.65% Senior Notes due June 15, 2026. No declines or flat metrics reported in this debt issuance event.
- ·Notes issued under Base Indenture dated July 13, 2012, supplemented by Tenth Supplemental Indenture dated March 2, 2026.
- ·Interest payable semi-annually on March 2 and September 2, beginning September 2, 2026.
- ·Voya may redeem Notes in whole or in part at any time at prices specified in Supplemental Indenture.
- ·Underwriting Agreement dated February 23, 2026, with Citigroup Global Markets Inc., BofA Securities, Inc., and Wells Fargo Securities, LLC as representatives.
02-03-2026
The Public Service Commission of Maryland approved a joint settlement in Maryland American Water's general rate case, authorizing a consolidated annualized $2 million increase in water revenues, with $1 million effective February 26, 2026, and the remainder effective January 1, 2027. This increase is driven primarily by $22 million in capital investments completed since the last rate case in 2019. No declines or flat performance were reported in the filing.
- ·General rate case originally filed August 1, 2025
- ·Joint stipulation and settlement agreement filed January 22, 2026
- ·Last general rate case approval in 2019
02-03-2026
Realty Income Corporation announced that Executive Vice President, Chief Legal Officer, General Counsel and Secretary Michelle Bushore is leaving the company to pursue new opportunities, but will remain in her role through September 2, 2026, to ensure a smooth transition while a search for her successor is conducted. CEO Sumit Roy praised her contributions, including key M&A negotiations and governance enhancements, amid the company's portfolio of over 15,500 properties as of December 31, 2025. The departure represents a leadership change, though her extended tenure mitigates immediate disruption.
- ·Founded in 1969
- ·NYSE listing in 1994
- ·Portfolio spans all 50 U.S. states, the United Kingdom, and eight other European countries
- ·Known as 'The Monthly Dividend Company®'
02-03-2026
Stewart Information Services Corporation (STC) announced that its Board of Directors declared a cash dividend of $0.525 per share on its common stock for the first quarter 2026. The dividend is payable on March 31, 2026, to common stockholders of record on March 16, 2026. This declaration was disclosed via press release on March 2, 2026, under Regulation FD.
- ·Common stock trades on NYSE under ticker STC
- ·Registrant incorporated in Delaware, principal office at 1360 Post Oak Blvd, Suite 100, Houston, Texas 77056
02-03-2026
Datadog, Inc.'s Board of Directors increased its size from 10 to 11 members and appointed Dominic Phillips as a Class II director on February 26, 2026, with his term expiring at the 2027 Annual Meeting of Stockholders. Mr. Phillips will receive compensation under the Amended and Restated Non-Employee Director Compensation Policy, with his initial restricted stock unit grant increased from $400,000 to $600,000 as an inducement, vesting in three equal annual installments over three years. No arrangements, family relationships, or material interests pursuant to Item 404(a) of Regulation S-K were disclosed.
- ·Mr. Phillips not expected to join any Board committee at this time.
- ·Proxy statement describing Director Compensation Policy filed April 18, 2025.
- ·No arrangement or understanding pursuant to which Mr. Phillips was selected as director.
02-03-2026
BioLife Solutions, Inc. issued an investor presentation on March 2, 2026, furnished as Exhibit 99.1 to this Form 8-K under Items 7.01 and 9.01. The presentation is available on the Company’s investor relations website at https://investors.biolifesolutions.com/image/2025_BLFS_Investor_Presentation_vF_2026-02-26.pdf. No specific financial metrics or performance data are disclosed in the filing itself.
02-03-2026
AST SpaceMobile reported first-time full-year 2025 revenue of $70.9 million ($54.3 million in Q4), driven by gateway deliveries and U.S. Government contracts, with over $1.2 billion in aggregate contracted revenue commitments and a robust pro forma liquidity position of $3.9 billion. The company advanced its satellite program, successfully unfolding BlueBird 6 (exceeding 120 Mbps speeds) and preparing BlueBird 7 for March 2026 launch toward a 45-60 satellite goal by year-end. However, Q4 operating expenses rose 34% QoQ to $126.6 million from $94.4 million, reflecting higher costs in revenues, engineering, and R&D.
- ·Acquired fourth manufacturing site in Midland, Texas, increasing total global square footage to over 500,000 sq ft.
- ·Expect to complete assembly of 40 satellites equivalent by first half of 2026.
- ·Encapsulation of BlueBird 7 completed in February 2026, with launches every 1-2 months on average.
- ·Raised $1.075B from 10-year convertible senior notes (2.250% coupon, effective conversion $116.30/share) in February 2026.
- ·Equitized $250M of 2.375% notes due 2032 and $46.5M of 4.250% notes due 2032 in February 2026.
- ·Accumulated depreciation and amortization of $173.7M on $1.6B gross capitalized property and equipment as of Dec 31, 2025.
02-03-2026
Tidewater Inc. reported full-year 2025 revenue of $1.35B, up 0.5% YoY from $1.35B, with average day rates rising 6.1% to $22,573, Adjusted EBITDA of $598.1M, net income of $334.7M boosted by a $201.5M non-cash deferred tax benefit from vessel realignment, and free cash flow of $426M. However, Q4 2025 revenue declined 2.4% YoY to $336.8M from $345.1M, with day rates down 0.9% to $22,044. The company updated 2026 guidance to $1.43-1.48B revenue and 49-51% gross margins pro forma for the Wilson Sons Ultratug acquisition, and maintains a $500M share repurchase authorization.
- ·EPS full-year 2025: $6.64 (diluted), Q4 2025: $4.41 vs. full-year 2024: $3.40, Q4 2024: $0.70
- ·In-the-money warrants as of Dec 31, 2025: 21,400 New Creditor Warrants (strike $0.001), 53,555 GulfMark Creditor Warrants (strike $0.01)
- ·Conference call scheduled for March 3, 2026 at 8:00 a.m. Central Time
02-03-2026
NRG Energy, Inc. filed this Form 8-K on March 2, 2026, to provide updated audited consolidated and combined financial statements for the Acquired Companies—Lightning Power, LLC and subsidiaries, Linebacker Power Holdings, LLC and subsidiaries, CCS Intermediate HoldCo, LLC and subsidiaries, and Jack County Power Development, LLC—following their acquisition consummated on January 30, 2026, under the Purchase Agreement dated May 12, 2025. The filing also includes unaudited pro forma combined financial information for NRG as of and for the year ended December 31, 2025, supplementing prior disclosures. No specific operating results or performance metrics are detailed in the filing text itself.
- ·Acquisition Purchase Agreement dated May 12, 2025
- ·Original 8-K filed January 30, 2026; amended February 2, 2026
- ·Financial statements cover periods including year ended December 31, 2025, August 9, 2024 to December 31, 2024, January 1, 2024 to August 8, 2024, and year ended December 31, 2024/2023
02-03-2026
On February 25, 2026, Live Oak Acquisition Corp. V appointed Somak Chivavibul, age 59, as a Class I independent director, effective immediately, with membership on the audit committee and as chair of the compensation committee. Mr. Chivavibul brings over 25 years of public company financial management experience from roles at Navient Corporation (CFO 2014-2017), Sallie Mae, and Ernst & Young. No family relationships or disclosable transactions under Item 404(a) of Regulation S-K exist with the director.
- ·Appointment includes joinder to letter agreement dated February 27, 2025 (amended November 14, 2025) and indemnification agreement similar to those of existing officers/directors.
- ·Company is a Cayman Islands exempted company, emerging growth company, listed on Nasdaq (LOKVU, LOKV, LOKVW).
02-03-2026
LendingTree reported record Q4 2025 revenue of $319.7 million, up 22% YoY, driven by 25% growth in Insurance revenue to $214.6 million and 23% in Consumer to $68.6 million, while VMM rose 6% YoY to $92.0 million and Adjusted EBITDA increased 14% YoY to $36.7 million. However, Home segment profit declined 11% YoY to $10.4 million despite 6% revenue growth, Adjusted EBITDA fell 8% QoQ, and the company posted an adjusted net loss of $(0.39) per share. GAAP net income of $144.7 million was boosted by a $146.4 million tax benefit releasing the valuation allowance on deferred tax assets.
- ·Full-year 2025 revenue of $1,117.3 million, up from $900.2 million in 2024.
- ·Q1 2026 guidance: Revenue $317-325M; VMM $94-99M; Adj EBITDA $39-41M.
- ·Full-year 2026 guidance: Revenue $1.275-1.33B; VMM $374-394M; Adj EBITDA $150-160M.
- ·Long-term target: Adj EBITDA/VMM margin of 45%-50%.
- ·Net cash provided by operating activities for 2025: $73.1 million.
02-03-2026
MSC Industrial Supply Co. (NYSE: MSM) announced on March 2, 2026, the election of Reuben Slone as an independent member of its Board of Directors. Chairman Mitchell Jacobson praised Slone's supply chain expertise from prior C-level roles at Advance Auto Parts (EVP, Supply Chain 2018-2023) and Walgreens Boots Alliance (SVP, Supply Chain Management for six years), expecting positive impacts on operations, customer service, and financial performance. MSC highlighted its scale with approximately 2.5 million products and over 7,000 associates.
- ·Slone graduated from the University of Michigan with a BS in Engineering.
- ·Slone served as EVP, Supply Chain at Advance Auto Parts from 2018 to 2023.
- ·Slone served six years as SVP, Supply Chain Management at Walgreens Boots Alliance, overseeing integration of Rite Aid stores and distribution centers.
- ·Slone currently serves on the board of American Tire Distributors.
02-03-2026
OFS Capital reported Q4 2025 net investment income of $0.20 per share, down 9% from $0.22 in Q3 2025, amid total investment income decline to $9.4M from $10.6M and net unrealized depreciation of $0.96 per share, resulting in a net loss of $0.81 per share. NAV fell 10% to $9.19 from $10.17, with total investments dropping to $342M from $370.2M; however, weighted-average performing yield rose to 13.5% from 13.3% and outstanding debt decreased to $220.5M from $239.2M. The Board declared a Q1 2026 distribution of $0.17 per share, and post-quarter, the company extended its Banc of California facility to 2028, redeemed $16M notes, and secured a new $80M Natixis credit facility while terminating the BNP facility.
- ·One loan with $4.1M fair value placed on non-accrual status during Q4 2025.
- ·Restructured prior non-accrual loan: exchanged for new $3.8M accrual loan and equity.
- ·Cash and equivalents: $3.4M as of Dec 31, 2025.
- ·Unused commitment under Banc of California facility: $20.5M as of Dec 31, 2025.
- ·Outstanding commitments to fund portfolio companies: $13.2M as of Dec 31, 2025.
- ·Conference call scheduled for March 3, 2026 at 10:00 AM ET.
02-03-2026
KeyCorp announced that Chief Information Officer Amy G. Brady informed the company of her resignation effective March 2, 2026, due to personal health considerations, with a transition period as a non-executive employee through May 31, 2026. Under the Transition Letter dated March 2, 2026, Ms. Brady will receive one year of salary continuation and benefits post-termination, eligibility for 2026 incentive compensation, and continued vesting in her Capital and Earnings Improvement Award granted December 30, 2024, subject to a release of claims. The departure is structured for an orderly transition with no quantified financial impacts disclosed.
- ·Event reported date: February 24, 2026
- ·Transition Letter filed as Exhibit 10.1
02-03-2026
Tilray Brands, Inc. completed the acquisition of select BrewDog assets, including the global brand, UK brewing operations, and 11 brewpubs, for £33 million, expected to generate ~$200M in annual net revenue and ~$6-8M Adjusted EBITDA in fiscal 2027, creating a ~$500M global craft beer and beverage platform with Tilray's total annualized revenue reaching ~$1.2B. The deal advances Tilray's global beverage strategy and is accretive, with cash flow positivity expected in fiscal 2027. However, no meaningful EBITDA contribution is anticipated in Q4 fiscal 2026 due to licensing transfer timelines, and early fiscal 2027 brewing revenues may face temporary timing differences.
- ·Separately negotiating US and Australia BrewDog assets, expected to close in ~30 days
- ·Conference call scheduled for March 2, 2026 at 12:30pm ET
- ·Acquired brewpubs: Birmingham, Canary Wharf, Dogtap Ellon, Dublin, Edinburgh DogHouse, Lothian Road, Manchester, Paddington, Seven Dials, Tower Hill, Waterloo
- ·Advisors: Jefferies LLC (financial), Proskauer Rose LLP (legal)
02-03-2026
Semrush reported Q4 2025 revenue of $117.7M, up 15% YoY, and full-year revenue of $443.6M, up 18% YoY, with ARR reaching $471.4M (+15% YoY) driven by AI Products ARR surpassing $38M (+850% implied YoY) and Enterprise platform ARR at $37M across 579 customers (+311% YoY). However, GAAP loss from operations widened to $(13.9)M in Q4 (vs prior profit of $1.7M) and $(22.8)M for the full year (vs $8.3M profit), reflecting higher operating expenses. Non-GAAP operating income improved to $15.0M in Q4 (12.8% margin) and $53.3M full year (12% margin), while cash flow from operations was strong at $14.9M Q4 and $59.6M full year; the pending Adobe acquisition is expected to close in H1 2026.
- ·No earnings call or guidance for Q1/FY 2026 due to pending Adobe acquisition.
- ·Acquisition announced November 2025; HSR waiting period expired January 2026; stockholder approval in February 2026; expected close H1 2026.
02-03-2026
Senseonics Holdings, Inc. reported strong Q4 2025 revenue of $14.3 million, up 72% YoY from $8.3 million, and full-year 2025 revenue of $35.3 million, up 57% YoY from $22.5 million, driven by 103% U.S. new patient growth and DTC marketing. However, Q4 net loss widened to $20.8 million from $15.5 million due to SG&A expenses surging to $19.8 million (up $10.9 million YoY), while full-year net loss narrowed to $69.1 million from $78.6 million; outside U.S. revenue remained nearly flat at $2.2 million in Q4 and $7.4 million for the year.
- ·Gross profit FY 2025: $15.8M vs $0.5M in 2024 (significant improvement due to product transition and margins)
- ·SG&A expenses FY 2025: $52.5M, up $18.3M YoY due to DTC investments and commercialization takeover
- ·FY 2026 revenue outlook: $58-62M (+65-76% YoY growth), gross margins ~50%
- ·Gemini pivotal trial first patients enrolled; expected completion H2 2026
- ·Commercialization and distribution of Eversense taken back from Ascensia effective Jan 1, 2026
02-03-2026
On February 25, 2026, the Compensation and Organization Committee of Eaton Corporation plc established performance criteria for the 2026 Executive Incentive Compensation Program, using Adjusted Earnings Before Interest, Taxes, Amortization, and Depreciation; Adjusted Operating Cash Flow; and Organic Growth as key metrics with challenging but attainable goals. Participants include CEO Paulo Ruiz (150% target incentive of base pay), Heath Monesmith (105%), Olivier Leonetti (100% prorated), and approximately 3,500 salaried employees. Final payouts may consider additional factors like performance versus profit plan goals and peer comparisons, with no financial results or period comparisons reported.
- ·Metrics for 2026 Program: Adjusted Earnings Before Interest, Taxes, Amortization, and Depreciation; Adjusted Operating Cash Flow; Organic Growth
- ·Additional payout factors may include performance vs. profit plan goals, relative to peers, and progress on growth strategies
- ·Named executive officers identified in proxy statement filed March 14, 2025
02-03-2026
TON Strategy Company (TONX) terminated Rory J. Cutaia, CEO of its Global Digital Media Division and a named executive officer, on February 26, 2026, effective February 27, 2026. Mr. Cutaia subsequently resigned from the Board on March 1, 2026, effective immediately, citing disagreements with the Board's governance, oversight, fiduciary duties, and allegations of corporate waste and self-dealing. The 8-K was filed on March 2, 2026, and signed by Sarah Olsen, CFO and COO.
- ·Company incorporated in Nevada, CIK 0001566610, EIN 90-1118043.
- ·Principal executive offices at 3024 Sierra Juniper Ct., Las Vegas, Nevada 89138.
- ·Telephone: (855) 250-2300.
02-03-2026
Northann Corp. received NYSE American acceptance on February 24, 2026, of its compliance plan submitted by January 7, 2026, granting until June 8, 2027, to regain compliance with continued listing standards under Section 1003(a)(i) of the Company Guide. While the company's common stock (NCL, $0.001 par value) remains listed and traded with no immediate impact on operations or SEC reporting, failure to meet progress goals or full compliance by the deadline could trigger delisting proceedings. The company affirmed its intent to pursue all reasonable measures during this Plan Period, following an initial non-compliance notice on December 11, 2025.
- ·Initial non-compliance notice filed December 11, 2025
- ·Company is an emerging growth company
- ·Principal executive office: 2251 Catawba River Rd., Fort Lawn, SC 29714
- ·Trading symbol: NCL on NYSE American LLC
02-03-2026
HA Sustainable Infrastructure Capital, Inc. issued $400M aggregate principal amount of 6.000% Green Senior Unsecured Notes due 2036 on March 2, 2026, under an amended indenture dated June 24, 2025. Net proceeds will temporarily repay borrowings under the revolving credit facility, commercial paper programs, or redeem outstanding 8.00% Senior Notes due 2027, with ultimate allocation to eligible green projects within two years. The Notes are senior unsecured obligations guaranteed by key subsidiaries, with semi-annual interest payments starting September 15, 2026, and maturity on March 15, 2036.
- ·Base Indenture dated June 24, 2025; Officer’s Certificate dated March 2, 2026.
- ·Optional redemption: prior to Dec 15, 2035 at 100% principal plus make-whole premium; on/after Dec 15, 2035 at 100% principal.
- ·Interest payable semi-annually on March 15 and September 15, commencing September 15, 2026.
02-03-2026
Riot Platforms reported record FY2025 revenue of $647.4M, up 72% YoY from $376.7M, driven by Bitcoin Mining revenue of $576.3M (up 80% YoY) and 5,686 BTC mined (up 18% YoY), with gross profit of $302M. However, average cost to mine BTC (excl. depreciation) rose 54% YoY to $49,645 amid higher network hash rate, resulting in a net loss of $663.2M versus a $0.1M profit in FY2024, and Adjusted EBITDA declined sharply to $13.0M from $463.2M. The company maintained strong liquidity of ~$1.9B, including 18,005 BTC valued at $1.6B, and commenced data center operations with AMD in Jan 2026.
- ·Bitcoin held as collateral: 3,977 out of 18,005; Cash restricted: $76.3M out of $309.8M.
- ·BTC market price Dec 31, 2025: $87,498.
- ·Future BTC miner depreciation: $253.4M in 2026, $196.5M in 2027, $69.4M in 2028 (total $519.3M).
- ·Power curtailment credits FY2025: $56.7M (up 68% YoY).
02-03-2026
Targa Resources Corp. completed a public offering of $750M aggregate principal amount of 4.350% Senior Notes due 2031 and $750M aggregate principal amount of 6.050% Senior Notes due 2056, totaling $1.5B in senior unsecured notes guaranteed by certain subsidiaries. The notes were issued under an indenture dated April 6, 2022, as supplemented on March 2, 2026, with U.S. Bank Trust Company, National Association as trustee. Net proceeds will be used for general corporate purposes, including repaying commercial paper borrowings, other indebtedness, repurchasing securities, capital expenditures, working capital, or subsidiary investments.
- ·Prospectus Supplement dated February 25, 2026, filed February 26, 2026
- ·Base Indenture dated April 6, 2022
02-03-2026
On February 24, 2026, the Nasdaq Listing and Hearing Review Council affirmed the Nasdaq Hearings Panel's decision to delist Graphjet Technology's Class A ordinary shares due to failures under Listing Rules 5450(b)(2) (market value of listed securities) and 5450(b)(3)(C) (market value of publicly held shares), with delisting effective November 13, 2025. Despite the company's appeal on November 25, 2025, proposing compliance under Rule 5450(b)(1) with at least $10M stockholders' equity and $5M market value of publicly held shares, the decision was upheld with no path to reinstatement noted. This represents a significant negative development with no offsetting positive metrics.
- ·Trading suspended on Nasdaq on November 13, 2025.
- ·Panel delisting determination dated November 11, 2025.
- ·Appeal filed November 25, 2025 (Docket No. NQ 7187N-25), acknowledged November 26, 2025.
- ·Company incorporated in Cayman Islands; principal offices in Shah Alam, Selangor, Malaysia.
- ·Emerging growth company status confirmed.
02-03-2026
Neuronetics, Inc. entered into a Second Amendment to the Registration Rights Agreement with Madryn Asset Management LP and its affiliates (the 'Madryn Parties') on March 2, 2026, stemming from the prior Arrangement Agreement with Greenbrook TMS Inc. The amendment obligates Neuronetics to file a Registration Statement for resale of all Registrable Securities owned by the Madryn Parties within five business days after filing its Annual Report on Form 10-K for the year ended December 31, 2025, upon receipt of a Shelf Notice. In exchange, the Madryn Parties commit to voting their Neuronetics shares at the 2026 annual meeting in accordance with the Board of Directors' recommendations on specified proposals.
- ·First Amendment to Registration Rights Agreement executed on November 1, 2024
- ·Original Registration Rights Agreement executed August 13, 2024
- ·Second Amendment attached as Exhibit 10.1
02-03-2026
Acrivon Therapeutics, Inc. mutually terminated its OncoSignature Companion Diagnostic Agreement with Akoya Biosciences (a Quanterix subsidiary), dated June 17, 2022, effective February 25, 2026, with no financial payments exchanged. The termination enables transition of ACR-368 OncoSignature testing to Acrivon's newly certified in-house CLIA laboratory, completed February 18, 2026, providing full control over development, biomarkers, and commercialization rights. Quanterix will support ongoing clinical testing needs during the transition for Acrivon's registrational-intent Phase 2b study.
- ·Termination involves transfer of all procedures, materials, and know-how from Akoya to Acrivon
- ·Supports streamlining of co-regulatory approvals and co-commercialization of therapeutics and diagnostics
02-03-2026
On February 25, 2026, LifeStance Health Group, Inc. entered into an Underwriting Agreement with J.P. Morgan Securities LLC and selling stockholders for the offering of 25,000,000 shares of its common stock, all sold by the selling stockholders with no proceeds to the company. The company agreed to repurchase 7,000,000 shares from the underwriter at the same price paid to the selling stockholders, without additional underwriter compensation. The offering closed on March 2, 2026.
- ·Underwriting Agreement pursuant to registration statement on Form S-3 (File No. 333-279585), filed May 21, 2024.
- ·Legal opinion issued by Ropes & Gray LLP regarding the shares sold.
02-03-2026
IAC Inc. entered into a Stock Purchase Agreement to sell all issued and outstanding shares of Care.com, Inc. to Care Parent, LLC, an indirect wholly owned subsidiary of Pacific Avenue Capital Partners, for a gross purchase price of approximately $320 million, subject to adjustments. The transaction is expected to close in the first half of 2026, no earlier than March 13, 2026, subject to customary closing conditions including regulatory approvals and no financing condition. No operating or financial performance data for Care.com or comparative metrics are disclosed.
- ·Transaction closing subject to customary conditions: absence of governmental orders prohibiting it, accuracy of representations/warranties, and covenant compliance.
- ·No financing condition required for closing.
- ·Purchase Agreement includes operating covenants for Care.com to operate in ordinary course until closing or termination.
02-03-2026
Fortitude Gold Corp. (OTCQB: FTCO) entered a Joint Venture Agreement with Hawthorne Land & Minerals, LLC to form East Camp Douglas, LLC, funded by Hawthorne's $40M investment for 40% ownership while Fortitude retains 60% majority interest and operational control. The investment supports an aggressive exploration program aiming for a major gold discovery within 1-2 years, parallel permitting for up to 125 acres disturbance, and fast-tracked mine development. No declines or flat performance metrics reported in current operations.
- ·Property located in Silver Star mining district, Mineral County, Nevada, ~6 miles southwest of Mina.
- ·Consists of 293 unpatented lode claims, 24 unpatented placer claims, 12 patented mining claims, and 3 fee land parcels.
- ·Ongoing exploration under two active Notices of Intent (NOIs) for limited 5-acre disturbance while permitting progresses.
- ·Year-end conference call to discuss JV to be announced separately.
02-03-2026
Vista Gold Corp. announced a proposed underwritten public offering of US$30.0 million in common shares, with a 30-day underwriter option for up to an additional US$4.5 million to cover over-allotments, led by CIBC Capital Markets. Net proceeds are intended for exploration and development at the Mt. Todd gold project in Australia and general corporate purposes. The offering is subject to market conditions, TSX approval, and other factors, with no assurance of completion or final terms.
- ·Shelf registration on Form S-3 (No. 333-282706) filed October 17, 2024, effective November 8, 2024.
- ·Offering also in Canadian provinces except Quebec under listed issuer financing exemption.
- ·Closing subject to TSX approval under Section 602.1 exemption.
02-03-2026
Brinker International, Inc. (NYSE: EAT) promoted George Felix to Executive Vice President, Chief Marketing Officer, overseeing marketing for both Chili’s Grill & Bar and Maggiano’s Little Italy, effective March 2, 2026. Felix, who joined in 2022 as SVP and CMO of Chili’s, contributed to the company's market capitalization growing from $1.3B to $6.25B during his tenure. No declines or flat metrics were reported in the announcement.
- ·Brinker operates in 31 countries and two U.S. territories.
- ·Felix received awards including Fast Company’s 2025 CMOs of the Year, Ad Age 2025 CMO of the Year, and ADWEEK 2024 Marketing Vanguard.
02-03-2026
Wesbanco, Inc. filed an 8-K on March 2, 2026, providing updated unaudited pro forma condensed combined statement of income for the year ended December 31, 2025, supplementing prior disclosures related to its acquisition of Premier Financial Corp., completed on February 28, 2025. This update supersedes or supplements information from prior 8-K filings dated March 28, 2025, and September 10, 2025. No specific financial metrics or performance changes are detailed in the filing body.
- ·Acquisition of Premier Financial Corp. completed on February 28, 2025.
- ·Pro forma statement covers year ended December 31, 2025.
- ·Updates prior reports filed on March 28, 2025, and September 10, 2025.
02-03-2026
Gulf Resources, Inc. announced on March 2, 2026, the resumption of its temporarily suspended operations in Shouguang City, Shandong Province, China, in compliance with a seasonal government notice from the Government of Shouguang City. The suspension, previously disclosed in a Form 8-K on December 18, 2025, was to support orderly extraction, effective utilization, and comprehensive development of brine resources while protecting the ecological environment. No financial impacts or operational metrics were disclosed.
- ·Operations located at Level 11, Vegetable Building, Industrial Park of the East City, Shouguang City, Shandong Province 262700, The People’s Republic of China
- ·Company's common stock trades as GURE on The Nasdaq Stock Market LLC
02-03-2026
Mid Penn Bancorp, Inc. (NASDAQ: MPB) completed its acquisition of 1st Colonial Bancorp, Inc. on February 27, 2026, in a cash-and-stock transaction valued at approximately $106.1 million, merging 1st Colonial Community Bank into Mid Penn Bank and expanding its footprint into the greater Philadelphia area and southern New Jersey. The combined company now has approximately $7 billion in consolidated assets and 62 retail locations. Thomas R. Brugger, former director of 1st Colonial, was appointed as a director of Mid Penn and Mid Penn Bank.
- ·Acquisition completed after close of business on February 27, 2026; filing dated March 2, 2026
- ·Keefe, Bruyette & Woods served as exclusive financial advisor to Mid Penn; Stephens Inc. to 1st Colonial
02-03-2026
Ivanhoe Electric Inc.'s majority-owned subsidiary, Cordoba Minerals Corp., announced that shareholders of JCHX Mining Management Co., Ltd. approved a Waiver and Amending Agreement amending the terms of the sale of Cordoba’s remaining 50% interest in the Alacrán Project, all other exploration assets in Colombia, and certain accounts receivable. The transaction is scheduled to close on March 6, 2026. No financial terms or impacts were disclosed.
- ·Filing date: March 2, 2026
- ·Transaction originally announced previously (details not specified)
02-03-2026
WaFd, Inc. (Nasdaq: WAFD), parent of WaFd Bank, appointed Erin Hill to its Board of Directors on March 2, 2026. Ms. Hill brings over 30 years of experience in financial services, including roles as Executive Director of the Financial Accounting Foundation (parent of FASB and GASB), Chief Administrative Officer at BNY Mellon (safeguarding $40T in assets), and Head of Consumer Banking at JP Morgan Chase. CEO Brent Beardall highlighted her expertise in finance, audit, governance, and leadership of large teams as invaluable for WaFd Bank's strategic priorities.
- ·WaFd Bank established in 1917 with branches in Washington, California, Oregon, Idaho, Nevada, Utah, Arizona, New Mexico, and Texas.
- ·Ms. Hill's education: Juris Doctor (Columbia University School of Law), M.B.A. (Columbia Business School), B.S. in Accounting (Fordham University, magna cum laude).
- ·Ms. Hill is a Certified Public Accountant and member of National Association of Corporate Directors, American Bar Association, American Institute of Certified Public Accountants.
- ·Contact: Brad Goode, 206-626-8178, Brad.Goode@wafd.com
02-03-2026
Asana, Inc. (NYSE: ASAN) announced the promotion of Aziz Megji, current Head of Financial Planning & Analysis, to Chief Financial Officer effective March 24, 2026, succeeding Sonalee Parekh who has served as CFO since 2024 and will resign effective March 23, 2026. CEO Dan Rogers praised Megji's contributions to financial strategy, go-to-market execution, and growth initiatives, while thanking Parekh for her leadership. The transition occurs amid Asana's evolution into a multi-product company focused on the Agentic Enterprise.
- ·Megji joined Asana in 2024 and oversaw annual planning, budgeting, forecasting, strategic finance, treasury, investor relations, corporate development, deal desk, and sales compensation.
- ·Parekh served as CFO since 2024.
- ·Filing date: March 2, 2026.
02-03-2026
Surgery Partners reported fourth quarter 2025 revenue growth of 2.4% YoY to $885M and full-year revenue increase of 6.2% YoY to $3.3B, driven by same-facility revenue growth of 3.5% in Q4 and 4.9% for the year. However, Adjusted EBITDA declined 4.2% YoY to $156.9M in Q4 despite a 3.5% full-year increase to $526.2M, surgical cases decreased 2.1% YoY in Q4, and the company posted a net loss of $15M in Q4 and $77.9M for the year. For 2026 (ex-M&A), guidance targets Adjusted EBITDA of at least $530M and revenue of $3.35B-$3.45B, alongside a new $200M share repurchase authorization.
- ·Cash flows from operating activities: Q4 2025 $103.4M (down from $111.4M YoY), FY 2025 $274.3M (down from $300.1M YoY)
- ·Net debt to EBITDA ratio: 4.3x (credit agreement basis), 4.9x (consolidated basis) as of Dec 31, 2025
- ·Conference call scheduled for March 3, 2026
02-03-2026
FB Bancorp, Inc. (NASDAQ: FBLA)'s subsidiary, Fidelity Bank, completed the sale of certain assets of its NOLA mortgage division to First Federal Bank on March 1, 2026, pursuant to an Asset Purchase Agreement dated December 31, 2025. The transaction was previously disclosed, and no financial terms or impacts were detailed in the filing.
- ·Asset Purchase Agreement dated December 31, 2025
- ·Fidelity Bank located in New Orleans, Louisiana
- ·First Federal Bank located in Lake City, Florida
02-03-2026
Resolute Holdings Management, Inc. converted from a Delaware corporation to a Nevada corporation and adopted new Articles of Incorporation effective upon filing. The new articles authorize 1,100,000,000 total shares (1,000,000,000 Common Stock and 100,000,000 Preferred Stock, both with $0.0001 par value), establish a classified board of up to 12 directors divided into three classes, and include provisions limiting stockholder actions by written consent and special protections tied to 'Investor' ownership exceeding 40% of voting power. No financial performance metrics or period-over-period changes are reported.
- ·Filing Date: March 02, 2026
- ·No cumulative voting for Common Stock
- ·Directors may only be removed for cause by 2/3 vote of voting power
- ·Board authorized to fill vacancies without stockholder vote
- ·No preemptive or subscription rights for Common Stock holders
- ·Trigger Date occurs when Investors cease to beneficially own 40% of voting power
02-03-2026
On March 1, 2026, CarMax, Inc. entered into amended and restated severance agreements with certain executive officers, including named executives Enrique Mayor-Mora, Charles Joseph Wilson, and Shamim Mohammad, superseding their prior agreements. The new agreements provide severance benefits of 1.5 times the sum of base salary and target bonus (payable in 39 biweekly installments) plus up to 18 months of COBRA premium payments, triggered by termination without cause or resignation for good reason within two years of a change in control. All other terms remain substantially similar to prior agreements.
- ·Form of Amended and Restated Severance Agreement attached as Exhibit 10.1.
- ·Definitions of 'cause', 'good reason', and 'change in control' as specified in the new agreement.
02-03-2026
Klotho Neurosciences, Inc. closed a private placement financing on March 2, 2026, issuing 34,551,939 shares of common stock and warrants to purchase an additional 34,551,939 shares to accredited investors, generating approximately $7.75 million in gross proceeds. The transaction relied on exemptions under Section 4(a)(2) of the Securities Act and Rule 506 of Regulation D, with no general solicitation.
- ·Securities Purchase Agreement dated February 19, 2026; details in prior 8-K filed February 24, 2026.
- ·Issuance exempt under Section 4(a)(2) of Securities Act and Rule 506 of Regulation D.
- ·Purchasers are accredited investors acquiring for investment, not distribution.
- ·Company is an emerging growth company.
02-03-2026
Omnicom Group Inc. closed public offerings of $1.7B in U.S. Dollar-denominated senior notes ($400M 4.200% due 2029, $700M 5.000% due 2033, $600M 5.300% due 2036) and €600M 3.850% senior notes due 2034 issued by subsidiary Omnicom Finance Holdings plc, generating net proceeds of ~$1.68B and ~€594.5M. Proceeds will primarily repay $1.4B of 3.600% senior notes due April 15, 2026 (outstanding as of Dec 31, 2025), with remainder for general corporate purposes including acquisitions, debt repayment, and stock repurchases. The notes are unsecured senior obligations with standard covenants, redemption options, and change of control repurchase rights at 101%.
- ·U.S. Notes interest payable semi-annually: Mar 2/Sep 2 for 2029 Notes (commencing Sep 2, 2026); Jun 2/Dec 2 for 2033/2036 Notes (commencing Jun 2, 2026).
- ·Euro Notes interest payable annually on May 2 (commencing May 2, 2026).
- ·Redemption: U.S. Notes make-whole prior to Feb 2, 2029 (2029 Notes)/Apr 2, 2033 (2033)/Mar 2, 2036 (2036) at gov't bond rate +15-20 bps; par thereafter. Euro Notes make-whole prior to Feb 2, 2034 at +20 bps; par thereafter.
- ·Underwriting agreements dated Feb 25, 2026; U.S. Notes Indenture dated Mar 2, 2026; Euro Notes Second Supplemental Indenture dated Mar 2, 2026.
- ·Euro Notes listing application approved by NYSE.
02-03-2026
Kratos Defense & Security Solutions, Inc. (KTOS) announced a proposed underwritten public offering of $1B in common stock pursuant to an effective shelf registration, with underwriters holding a 30-day option for up to an additional $150M in shares. Net proceeds are expected to fund customer-targeted acquisitions, investments and capital expenditures for national security programs and pipeline opportunities, and general corporate purposes. The offering is subject to market and other conditions, with no assurance of completion.
- ·Shelf registration on Form S-3ASR (File No. 333-293786) automatically effective February 26, 2026.
- ·Joint book-running managers: Baird, Raymond James, RBC Capital Markets, Truist Securities.
- ·Announcement date: February 26, 2026; 8-K filing date: March 02, 2026.
02-03-2026
BGSF, Inc. appointed Keith Schroeder and Kelly Brown as permanent Co-Chief Executive Officers. On February 24, 2026, subsidiary B G Staff Services, Inc. entered into an Executive Employment Agreement with Ms. Brown, providing an initial annualized base salary of $375,000 through December 31, 2027, with eligibility for EBITDA-based annual bonuses, 1% acquisition bonuses, discretionary incentives, and severance of 12 months base salary (18 months post-change of control). Additional agreements include non-disclosure, non-compete (12 months), non-solicitation (18 months), and indemnification.
- ·Severance includes COBRA premiums for 18 months upon qualifying termination.
- ·Full vesting of equity awards upon qualifying termination.
- ·Non-compete restricted for 12 months post-termination; non-solicitation and non-interference for 18 months.
- ·Prior disclosure incorporated from 8-K filed June 23, 2025.
02-03-2026
Keen Vision Acquisition Corp. entered into a binding Letter of Intent (LOI) on February 26, 2026, with Medera Inc. and its wholly-owned subsidiary Novoheart Group Limited (NVH) to negotiate and execute a replacement merger agreement by April 10, 2026, following the termination of a prior merger agreement dated September 3, 2024, due to volatility and cautious sentiment in the US biotechnology sector. The LOI sets NVH's enterprise valuation at $100M and requires at least $10M in available liquidity at closing after capping transaction expenses at $0.7M for Parent and $1.3M for NVH, with the deal structure to be optimized for tax efficiency. However, the prior agreement's termination highlights ongoing market challenges, and the LOI will terminate if no replacement is signed by the deadline.
- ·Prior Merger Agreement dated September 3, 2024, terminated concurrently with LOI execution via mutual release.
- ·PIPE fundraising, if pursued, must close within 9 months of LOI signing; Replacement Merger Agreement terminates if closing conditions not met within 9 months of LOI.
- ·Promissory notes to KVC Sponsor LLC subject to mutually agreed maximum cap (Note Cap) to be detailed in Replacement Merger Agreement.
- ·NVH currently has no external liabilities; internal liabilities to be converted to equity prior to closing.
- ·Medera China Company Limited and subsidiaries excluded from business combination.
02-03-2026
Dorchester Minerals, L.P. resolved a Nasdaq compliance issue arising from the death of independent manager C.W. ('Bill') Russell on October 30, 2025, which reduced the Advisory Committee (audit committee) from three to two members, violating Nasdaq Listing Rules 5615(a)(4)(C) and 5605(c)(2)(A). The Partnership appointed A. Troy Sturrock to the Board and Advisory Committee on February 11, 2026, and Nasdaq confirmed compliance on February 27, 2026, closing the matter. No financial or operational impacts were disclosed.
- ·Nasdaq notified of non-compliance on November 3, 2025; cure period acknowledged on November 10, 2025.
- ·Compliance rules violated: Nasdaq Listing Rules 5615(a)(4)(C) and 5605(c)(2)(A).
02-03-2026
Duos Technologies Group, Inc. (Nasdaq: DUOT) announced the commencement of an underwritten public offering of common stock (or equivalents) to expand and commercialize its Edge Data Center business, with proceeds also for working capital and general corporate purposes. Titan Partners, a division of American Capital Partners, is the sole bookrunner, and the offering includes a potential 30-day underwriter option for additional shares. However, the offering is subject to market conditions with no assurance of completion, timing, size, or terms.
- ·Shelf registration statement on Form S-3 (File No. 333-293372) filed February 11, 2026, declared effective February 12, 2026.
- ·Preliminary prospectus supplement to be filed with SEC and available at www.sec.gov.
- ·Contact for prospectus: Titan Partners Group LLC, 4 World Trade Center, 49th Floor, New York, NY 10007, (929) 833-1246, prospectus@titanpartnersgrp.com.
- ·Websites: www.duostech.com, www.duosedge.ai, www.duosenergycorp.com.
02-03-2026
CrossAmerica Partners LP (NYSE: CAPL) announced Maura Topper, current CFO, as the new President and CEO of CrossAmerica GP LLC effective March 2, 2026, succeeding Charles Nifong who served in the role since November 19, 2019, and is transitioning to the executive team of affiliate Dunne Manning Holdings LLC. Jonathan E. Benfield was appointed Interim CFO effective the same date. The announcement highlights Nifong's past achievements in strategic pivots and major transactions while expressing confidence in Topper's leadership for future growth.
- ·Maura Topper served as CFO since August 11, 2021, VP and CFO of Dunne Manning from 2014, and Board member from IPO in 2012 to October 2014 and November 2019 to present.
- ·Dunne Manning founded in 2014, manages Topper family office portfolio.
- ·CrossAmerica Partners LP formed in 2012, ranks as one of ExxonMobil’s largest distributors by fuel volume and top 10 for other major brands.
02-03-2026
L3Harris Technologies (NYSE: LHX) appointed Kenneth (Ken) Sharp as Senior Vice President and Chief Financial Officer effective March 16, 2026, bringing over 30 years of financial leadership experience from Peraton Inc., DXC Technology, and Northrop Grumman’s Defense Systems. Ken Bedingfield will transition to focus exclusively on leading the Missile Solutions segment, scaling solid rocket motor manufacturing, and preparing for its initial public offering later in 2026. CEO Christopher Kubasik praised the appointments for enhancing leadership amid urgent defense demands.
- ·Ken Sharp, age 55, began his career as an auditor at Ernst & Young and is a Marine Corps veteran who served in Operations Desert Shield and Desert Storm.
- ·Missile Solutions IPO is forward-looking and subject to market conditions, regulatory developments, and risks related to proposed transaction with the Department of War.
02-03-2026
Proficient Auto Logistics reported preliminary total revenue of approximately $55M for January and February 2026, roughly 4% below the comparable period in 2025, due to extended plant shutdowns, weak SAAR, severe winter weather, and slower recovery in transportation pipelines, with February revenue also lower YoY and $6-8M short of expectations. The company announced a $15M share repurchase program as a vote of confidence in its financial health and balance sheet strength. While full Q1 revenue will be below prior expectations with a sequential increase in adjusted operating ratio, March revenue and profitability expectations remain intact amid seasonal strengthening.
- ·Conference attendance by Rick O’Dell, Amy Rice, and Brad Wright on March 4, 2026, with materials posted on proficientautologistics.com under Investor Relations.
- ·Share repurchases to be funded from cash on hand, borrowings under revolving credit facility, and/or future cash flows; no time limit set.
- ·Run rates for volume and revenue returned to expected levels absent late February Northeast weather impacts.
02-03-2026
Akari Therapeutics, Plc held a Special General Meeting on March 2, 2026, where shareholders overwhelmingly approved five ordinary resolutions to comply with Nasdaq Listing Rules 5635(c) and (d), enabling the exercisability of Series G Warrants (up to 12,607,487 ADSs total across resolutions), Placement Agent Warrants (504,300 ADSs), Pre-Funded Warrants (up to 19,303,092 ADSs total), and Note Exchange Warrants (up to 14,176,666 ADSs total) issued in offerings and note exchanges closed December 17, 2025, to January 20, 2026. All resolutions passed with approximately 99.2-99.3% votes in favor out of roughly 40.7 billion ordinary shares present or represented, against minimal opposition (241M-308M against) and abstentions (458K-8.97M). No broker non-votes were reported, establishing quorum from 91,567,009,533 entitled ordinary shares.
- ·Proxy statement filed on Schedule 14A on February 2, 2026
- ·Each American Depositary Share represents 2,000 Ordinary Shares
02-03-2026
CNS Pharmaceuticals, Inc. appointed Lynne Kelley as Chief Medical Officer effective March 2, 2026, under an employment agreement with an initial annual base salary of $450,000, a target annual bonus of 40% of base salary, and an initial grant of 9,500 restricted stock units. Concurrently, former Chief Medical Officer Dr. Sandra Silberman separated from the company on February 27, 2026, receiving severance equal to three months of her current annualized base salary, paid in monthly installments. Dr. Kelley brings extensive prior experience as CMO at multiple biotech firms including Tissium, Inc. and X4 Pharmaceuticals, Inc.
- ·New CMO RSUs vest 25% on six-month anniversary, 25% on twelve-month anniversary, and remaining 50% in twelve quarterly installments thereafter.
- ·Severance for former CMO payable in three equal monthly installments, subject to execution of release and compliance.
- ·Employment agreement dated February 26, 2026; Separation agreement dated February 27, 2026.
02-03-2026
Iterum Therapeutics plc received a Nasdaq delisting determination on February 24, 2026, for noncompliance with the $1.00 minimum bid price rule and other standards including the $35M minimum market value of listed securities, shareholders' equity, and net income requirements. Ordinary shares face suspension from Nasdaq trading effective March 5, 2026, unless the company appeals to a hearings panel. The company is evaluating strategic alternatives, including potential wind-down, bankruptcy, or liquidation, where shareholders are unlikely to receive meaningful returns.
- ·Compliance period for Minimum MVLS Requirement extends until June 9, 2026.
- ·Nasdaq intends to file Form 25-NSE with SEC after appeal periods lapse.
- ·Company may file Form 15 to suspend reporting obligations post-delisting.
02-03-2026
Broadcom Inc. announced that Director Eddy W. Hartenstein will retire from the Board at the conclusion of his term during the 2026 annual meeting of stockholders, in line with the company's Corporate Governance Guidelines upon reaching age 75; the retirement is not due to any disagreement with the company. The Board size will be reduced to eight members following the Annual Meeting.
- ·Event reported on February 24, 2026; filing dated March 2, 2026
- ·Retirement pursuant to Corporate Governance Guidelines for age 75
02-03-2026
Gaming and Leisure Properties, Inc.'s operating partnership, GLP Capital, L.P., and subsidiary GLP Financing II, Inc., entered into an underwriting agreement on February 25, 2026, to issue $800M aggregate principal amount of 5.625% Senior Notes due 2036, priced at 99.857% of par, with net proceeds of approximately $791.1M after discounts and expenses. The notes are guaranteed by the Company and expected to close on or about March 4, 2026, with proceeds primarily used to repay term loan borrowings and for general corporate purposes including potential acquisitions and developments. No declines or flat metrics reported in this financing announcement.
- ·Notes mature on March 1, 2036 and are fully guaranteed on an unsecured basis by Gaming and Leisure Properties, Inc.
- ·Underwriting agreement filed as Exhibit 1.1; opinions from Polsinelli PC and Goodwin Procter LLP included as Exhibits 5.1 and 5.2.
02-03-2026
TriplePoint Venture Growth BDC Corp. entered into a Master Note Purchase Agreement dated February 27, 2026, authorizing the issuance and sale of $75M aggregate principal amount of 7.50% Series 2026 Senior Notes due February 27, 2028. The notes include provisions for interest rate adjustments upward by 1.00% upon a Below Investment Grade Event or Secured Debt Ratio Event, providing flexibility but potential cost increases for the company.
- ·Agreement filed as Exhibit 10.1 in 8-K on March 02, 2026.
- ·SEC filing items: 1.01 (Entry into Material Definitive Agreement), 2.03 (Creation of Direct Financial Obligation), 9.01 (Financial Statements and Exhibits).
- ·Below Investment Grade Event defined based on ratings from NRSROs; company required to maintain at least one Investment Grade rating per Section 9.8.
- ·Secured Debt Ratio calculated excluding SBIC Subsidiaries, with pro forma adjustments for projected cash from asset sales, equity, or unsecured debt within 60 days.
02-03-2026
Intuitive Surgical, Inc. completed its acquisition of the da Vinci and Ion distribution business operated by ab medica, Abex, Excelencia Robótica, and their affiliates on March 1, 2026. The company issued a press release on March 2, 2026, announcing the transaction, with the press release furnished as Exhibit 99.1. No financial terms, performance metrics, or other quantitative details were disclosed in the filing.
- ·Acquisition closed on March 1, 2026; press release dated March 2, 2026
02-03-2026
Oregon Energy LLC, a uranium exploration company 100% owned by Aurora Energy Metals Limited, reported total assets of $443,089 as of December 31, 2025, up 2.9% from $430,549 at June 30, 2025, with member's capital rising to $441,521 amid a $14,946 net income for the six months ended December 31, 2025 versus a $66,005 loss YoY, boosted by $117,869 other income. However, cash plummeted 89.6% to $1,733, exploration expenses surged 79% YoY to $86,575, the three-month period showed a widened net loss of $17,443 versus $15,543 YoY, and substantial going concern doubts persist due to low liquidity.
- ·Holds mining claims covering approximately 43 square kilometers.
- ·Restricted cash of $140,960 posted as bonds for reclamation with BLM and DOGAMI.
- ·Going concern doubt raised due to $1,733 cash balance and accumulated deficit of $13.4M; dependent on additional financing.
- ·Reclamation obligation fully settled at $0 as of Dec 31, 2025.
02-03-2026
Bausch Health Companies Inc. announced on February 26, 2026, amendments to 2023 performance share unit (PSU) award agreements for named executive officers Thomas Appio (1,137,862 PSUs) and Seana Carson (137,922 PSUs), changing settlement from stock to cash equal to the market price of common stock on the March 3, 2026 vesting date. The Talent and Compensation Committee approved the amended Appio Agreement, while the Carson Agreement involves her irrevocable disposition of PSUs under Canadian tax rules. Full agreements will be filed in the upcoming Form 10-Q for the quarter ending March 31, 2026.
- ·2023 PSUs originally granted in March 2023 and earned over a three-year performance period.
- ·Appio Agreement amended and restated by the Talent and Compensation Committee.
- ·Carson Agreement authorized under paragraph 7(1)(b) of the Income Tax Act (Canada).
02-03-2026
ALT5 Sigma Corporation held its 2025 Annual Meeting of Stockholders on February 27, 2026, electing seven directors (Zachary Witkoff, Tony Isaac, Zachary Folkman, Nael Hajjar, John Bitar, Dr. Adel Elmessiry Ph.D., and Tim Stanley) for one-year terms, with all receiving majority 'for' votes ranging from 26.97M to 29.57M shares despite notable withheld votes for Nael Hajjar (2.87M) and John Bitar (2.81M). Stockholders also ratified L J Soldinger Associates, LLC as the independent auditor for fiscal 2025 with 52.74M votes for versus 2.02M against, and approved an adjournment proposal with 49.84M for versus 4.85M against. Broker non-votes totaled 25.02M shares across director proposals.
- ·Proxy Statement filed February 3, 2026 and updated February 6, 2026
- ·Detailed director votes: Zachary Witkoff (29,558,662 for, 278,462 withheld); Tony Isaac (29,567,556 for, 269,568 withheld); Zachary Folkman (28,914,712 for, 922,412 withheld)
02-03-2026
Helios Technologies reported Q4 2025 net sales of $210.7M, up 17% YoY (29% pro forma ex-CFP divestiture), with full-year sales of $839M, up 4% YoY (6% pro forma), driven by 10% growth in Hydraulics and 31% in Electronics; gross margins expanded 350 bps to 33.6% in Q4 and 100 bps to 32.3% FY. However, full-year operating income declined 19% to $66M with margins down 230 bps to 7.9%, and APAC sales fell 8% YoY (Hydraulics APAC down 15%). The company generated record Q4 cash from operations of $46M (FY $127M), reduced debt 18% to $367.1M, and initiated FY26 guidance for sales growth of 4-9% over FY25 pro forma $792M.
- ·116 consecutive quarters of cash dividends maintained; Q1 2026 dividend $0.09 per share paid Jan 21, 2026.
- ·FY26 guidance: Adjusted EBITDA margin 19.5%-21.0%; Adjusted Diluted EPS $2.60-$2.90.
- ·Q1 2026 outlook: Sales $218M-$223M; Adjusted EBITDA margin 19.5%-20.5%; Adjusted Diluted EPS $0.65-$0.70.
- ·Net cash provided by operations Q4 up 29% YoY; Capital expenditures Q4 2.6% of sales vs 4.1% prior year.
02-03-2026
Great Elm Capital Corp. (GECC) reported Q4 2025 total investment income of $12.6M, up 19% QoQ from $10.6M, with NII of $0.31 per share surging over 50% QoQ from $0.20, driven by higher cash distributions from CLO JV. However, net assets fell to $112.9M or $8.07 per share from $140.1M or $10.01 per share QoQ due to $26.4M in net realized and unrealized losses ($1.88 per share), and asset coverage declined to 158.1% from 168.2%. The company appointed Jason Reese as Executive Chairman, waived $2.3M in incentive fees (pro forma NAV $8.23/share), declared a $0.30/share Q1 2026 dividend (19.2% annualized yield), and repurchased/called GECCO notes reducing outstanding to ~$19M post-Q1.
- ·Weighted average current yield on new investments deployed Q4 2025: 8.1%; on monetized investments: 9.3%.
- ·Total expenses Q4 2025: $8.2M or $0.58 per share, including excise tax.
- ·Pro forma asset coverage ratio ~166.0% as of Dec 31, 2025 after fee waiver and note call.
- ·Q1 2026 dividend payable Mar 31, 2026 to record date Mar 16, 2026.
02-03-2026
Armstrong World Industries, Inc. posted an updated Investor Presentation to its website on March 2, 2026, in anticipation of upcoming investor meetings. The presentation is accessible through the 'Investors' section of www.armstrong.com and attached as Exhibit 99.1. This disclosure is furnished under Regulation FD (Item 7.01) and not deemed 'filed' for purposes of the Securities Exchange Act.
02-03-2026
Fortress Value Acquisition Corp. V, a blank check company sponsored by an affiliate of Fortress Investment Group LLC, announced the pricing of its $250M initial public offering of 25,000,000 Class A ordinary shares at $10.00 per share, with trading on Nasdaq under ticker FVAV beginning February 26, 2026. Deutsche Bank Securities Inc. serves as the sole underwriter, with a 45-day option to purchase up to an additional 3,750,000 shares for over-allotments. The registration statement was declared effective by the SEC on February 25, 2026.
- ·SEC registration statement declared effective on February 25, 2026.
- ·45-day underwriter option to cover over-allotments.
02-03-2026
Berkshire Hathaway reported Q4 2025 net earnings attributable to shareholders of $19.2B, down 2.5% YoY from $19.7B, and full-year 2025 net earnings of $67.0B, down 24.8% YoY from $89.0B, impacted by $8.3B in other-than-temporary impairments and lower operating earnings. Operating earnings fell 29.8% YoY to $10.2B in Q4 and 6.2% to $44.5B for the full year, with insurance underwriting down 54.2% in Q4 and 19.5% annually, and the 'Other' segment plunging 91.0% in Q4; however, BNSF grew 5.4% in Q4 and 8.9% annually, while manufacturing, service, and retailing rose 3.3% and 4.5% respectively. Insurance float reached $176B at year-end, up $5B from 2024.
- ·Average equivalent Class A shares outstanding stable at 1,438,223 for FY 2025.
- ·Net earnings per average equivalent Class A share: $13,349 (Q4 2025) vs $13,695 (Q4 2024); $46,563 (FY 2025) vs $61,900 (FY 2024).
- ·Insurance-investment income declined 24.9% YoY to $3.1B in Q4 2025.
- ·'Other' operating earnings fell 91.0% YoY to $159M in Q4 2025.
02-03-2026
Graco Inc. (NYSE: GGG) announced the appointment of Sanjiv Gupta as Chief Financial Officer and Treasurer effective April 15, 2026, succeeding David M. Lowe, who will retire after more than 30 years of service with the company. Gupta joins from General Motors Company (NYSE: GM), bringing over 20 years of finance and operational experience, including as Vice President & Chief Financial Officer, GM International. Lowe, age 70, will remain available through the end of May 2026 to ensure a seamless transition.
- ·David M. Lowe joined Graco in 1995 and served as CFO since 2021.
- ·Sanjiv Gupta previously held roles as Executive Director, Corporate Financial Planning and Analysis, and President and Managing Director, GM India.
- ·Gupta holds a Bachelor of Engineering from Thapar University and MBA from Western University’s Ivey School of Business.
02-03-2026
On February 25, 2026, directors Charles W. Henry and Michael J. Mardy announced they will not stand for re-election at the 2026 Annual Meeting of Shareholders and will retire upon term expiration, with the Board reducing its size from eight to six members; the departures were not due to any disagreements. Concurrently, the Board amended the Bylaws to enhance certain shareholder rights, such as reducing the supermajority vote threshold for shareholder amendments from 75% to a simple majority and lowering the special meeting ownership requirement from 35% to 25% with added procedural safeguards including one-year continuous ownership.
- ·Shareholder notice window for annual meeting proposals/nominations adjusted to 90-120 days before anniversary of prior year's meeting.
- ·Special meeting requests require one-year continuous ownership and detailed proposal text.
- ·Bylaws eliminate mandatory executive committee and clarify Chairman role as non-officer position.
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