S&P 500 Industrials Sector SEC Filings — May 01, 2026

01-05-2026

Shenandoah Telecommunications (Shentel) reported Q1 2026 total revenue of $92.2 million, up 4.8% YoY, driven by 34.6% growth in Glo Fiber Expansion Markets revenue to $24.8 million and 4.7% increase in Commercial Fiber revenue; however, Incumbent Broadband Markets revenue declined 5.1% to $41.1 million and RLEC & Other revenue fell 13.0%, contributing to a widened net loss of $15.8 million from $9.1 million in Q1 2025. Adjusted EBITDA grew 15.0% YoY to $31.7 million amid ongoing Glo Fiber expansion. The company announced a 10% workforce reduction to save $12.3 million annually starting 2027 and reiterated 2026 guidance for revenue of $370-377 million and Adjusted EBITDA of $131-136 million.

• ·Capital expenditures decreased to $75.8 million from $83.2 million YoY.
• ·Received $11.5 million in government grant cash receipts in Q1 2026 vs $6.9 million in Q1 2025.
• ·Restructuring costs of $2.1 million incurred in Q1 2026 related to 10% reduction in force; total expected $3.1 million.
• ·2026 Capex guidance net of grants: $220-250 million vs 2025 actual $296 million (-20.7% midpoint).
• ·Over 19,400 route miles of fiber owned.

01-05-2026

Herbalife Ltd. completed a $1.45 billion senior secured refinancing, issuing $800 million aggregate principal 7.750% senior secured notes due May 2033 and amending its credit facility to a $225 million Term Loan A and $425 million revolving credit facility, both maturing April 2031. The proceeds repaid the $365 million outstanding 2024 Term Loan B and fully redeemed the $800 million 12.250% senior secured notes due 2029 at 106.125% of principal, with no early termination penalties other than the call premium. The transaction is expected to generate approximately $45 million in annual cash interest savings, extend debt maturities, and enhance financial flexibility amid market volatility.

• ·2033 Secured Notes issued at 100.00% of par, non-callable for three years, interest paid semi-annually commencing November 1, 2026.
• ·2026 Term Loan A issued at 100.0% of par, quarterly payments of 5.0% of principal per annum commencing September 30, 2026 quarter.
• ·2026 Credit Facility interest: SOFR plus 2.50% to 3.25% based on total leverage ratio.
• ·Notes and credit facility guaranteed by Company and certain subsidiaries.

01-05-2026

Village Farms International, Inc. filed a DEFA14A on May 01, 2026, as Definitive Additional Materials to its Proxy Statement. This filing corrects an incorrect version of the proxy card included in the original Definitive Proxy Statement filed on April 29, 2026. No other changes or substantive updates were disclosed.

01-05-2026

UWM Holdings Corporation announced a revised offer to acquire Two Harbors Investment Corp. on April 30, 2026, allowing Two Harbors common stockholders to elect either $12.00 in cash or 2.3328 shares of UWMC Class A common stock per share, with no cap on cash elections. This follows an initial offer outlined in an April 20, 2026 letter to Two Harbors' board. The press release and letters are furnished as Exhibits 99.1, 99.2, and 99.3.

• ·Exchange ratio of 2.3328 shares of UWMC Class A common stock per Two Harbors common share
• ·Offer detailed in letters dated April 30, 2026 (Exhibit 99.2) and April 20, 2026 (Exhibit 99.3)

01-05-2026

Wabash National reported Q1 2026 net sales of $303.2 million, down 20.4% YoY from $380.9 million, driven by a 27.9% decline in Transportation Solutions to $250.2 million amid softer demand, while Parts & Services grew 4.1% YoY to $54.1 million. The company recorded a GAAP operating loss of $52 million and non-GAAP adjusted operating loss of $55.5 million, with GAAP EPS of $(1.11) and adjusted EPS of $(1.17), missing expectations due to revenue shortfalls and inefficiencies. Total backlog rose to $837 million, up $132 million from the prior quarter, and Q2 2026 guidance calls for revenue of $380-400 million (midpoint $390 million) with adjusted EPS of $(0.40) to $(0.60) amid signs of market stabilization.

• ·Q1 2026 GAAP gross loss of $10.6 million (negative 3.5% of sales).
• ·Transportation Solutions Q1 2026 operating loss of $37.3 million (14.9% of sales).
• ·Parts & Services Q1 2026 operating income of $3.8 million (7.0% of sales).
• ·Long-term debt increased to $498.0 million as of March 31, 2026 from $442.9 million at year-end 2025.

01-05-2026

Ares Management Corporation reported strong Q1 2026 results, including GAAP net income of $142.6 million ($0.46 per share), after-tax realized income of $452.4 million ($1.24 per share), and fee related earnings of $464.4 million. Key highlights include record fundraising of $30 billion (up >45% YoY), AUM growth of 18% to over $644 billion, fee-paying AUM growth of 19%, and management fees up 25% YoY. The company declared a $1.35 per share dividend for Class A stock and $0.84375 for preferred stock.

• ·Conference call scheduled for May 1, 2026 at 11:00 a.m. ET.
• ·Class A dividend payable June 30, 2026 to stockholders of record June 16, 2026.
• ·Preferred stock dividend payable July 1, 2026 to stockholders of record June 15, 2026.
• ·Detailed Q1 2026 Earnings Presentation available at www.aresmgmt.com.

01-05-2026

Pilgrim's Pride Corporation held its annual stockholder meeting on April 29, 2026, where all eight JBS Director nominees and two Equity Director nominees were unanimously elected to the Board with strong shareholder support. Shareholders approved the advisory vote on executive compensation and ratified KPMG LLP as the independent auditor for the fiscal year ending December 27, 2026. However, two stockholder proposals—for a report on diversity and inclusion policies and for political spending disclosure—were overwhelmingly rejected.

• ·Broker non-votes totaled 3,524,646 shares across director election proposals.
• ·Say on Pay had 1,012,847 shares against and 23,854 abstentions.
• ·Diversity proposal had 225,948,275 shares against; political spending proposal had 213,727,686 shares against.

01-05-2026

SAGE PRIVATE WEALTH GROUP, LLC filed a 13F-HR report disclosing 97 equity holdings totaling $198,689,043 as of March 31, 2026. The portfolio features significant allocations to ETFs such as First Trust - American Industrial Renaissance ETF ($21,861,926), Capital Group Dividend Value ETF ($17,920,043), and iShares Gold Trust ($16,484,740), alongside individual stocks like NVIDIA Corporation ($9,010,569) and Apple Inc. ($4,211,899). No changes from prior periods or performance metrics are detailed in the filing.

• ·Filing submitted on May 01, 2026 for period ending March 31, 2026.
• ·All 97 holdings reported with sole voting authority (SH SOLE).
• ·Business address: 18W140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL 60181.

01-05-2026

Sawgrass Asset Management LLC filed its 13F-HR report on May 1, 2026, disclosing 193 equity positions with a total market value of $664,158,857 as of March 31, 2026. The portfolio features significant exposure to large-cap technology stocks, including Apple Inc. ($39,017,675), Microsoft Corp. ($34,796,720), NVIDIA Corporation ($32,434,738), Amazon.com Inc. ($29,792,815), and Alphabet Inc. Class A ($30,571,079). Holdings also include various ETFs and positions across sectors like healthcare, financials, and industrials, with no period-over-period changes provided in the filing.

• ·Filing period end date: March 31, 2026
• ·Business address: 5000 Sawgrass Village Circle, Suite 32, Ponte Vedra Beach, FL 32082
• ·SEC file number: 028-05505

01-05-2026

Verizon's Q1 2026 total operating revenues increased 2.9% YoY to $34,440 million from $33,485 million, with service revenues up 2.4% to $28,759 million and wireless equipment revenues up 5.2% to $5,681 million, driving operating income up 3.3% to $8,242 million and net income up 3.3% to $5,146 million (diluted EPS $1.20, +4.3%). However, cash and cash equivalents fell sharply 56% QoQ to $8,366 million from $19,048 million at December 31, 2025, primarily due to $9,480 million in business acquisitions, $4,201 million capex, and $2,500 million in common stock repurchases. Total assets grew 3.4% QoQ to $417,882 million, supported by higher goodwill from acquisitions.

• ·Capital expenditures $4,201 million in Q1 2026 (up from $4,145 million YoY)
• ·Dividends paid $2,910 million in Q1 2026 (up from $2,856 million YoY)
• ·Goodwill increased to $30,628 million at March 31, 2026 from $22,841 million at December 31, 2025
• ·Long-term debt rose to $144,231 million at March 31, 2026 from $139,532 million at December 31, 2025
• ·Net cash used in investing activities $13,573 million in Q1 2026 vs $3,752 million YoY

01-05-2026

Dream Finders Homes reported Q1 2026 total revenues of $887.8M, down 10.3% YoY from $989.9M, primarily due to a 13.8% decline in homebuilding revenues to $836.7M, though financial services revenues more than doubled to $51.2M. Net income attributable to the company fell sharply 75.9% YoY to $13.3M from $54.9M, with EPS dropping to $0.11 from $0.55. Balance sheet strengthened with total assets up 6.6% QoQ to $3.97B and cash plus equivalents rising $200.6M QoQ to $479.0M, but total debt increased to $1.89B from $1.61B QoQ.

• ·Inventories increased $114.97M QoQ to $2,140.6M as of March 31, 2026.
• ·Revolving credit facility balance $1,119.0M as of March 31, 2026 (up from $798.0M at Dec 31, 2025).
• ·Net cash used in operating activities $49.5M in Q1 2026 (vs $44.7M in Q1 2025).
• ·Repurchases of common stock: 1,063,560 shares for $18.5M in Q1 2026.
• ·Preferred stock dividends declared $3.4M in Q1 2026.

01-05-2026

Fulgent Genetics reported Q1 2026 revenue of $71.1 million with GAAP gross margin of 30.2% and executed a stock repurchase program buying 2.6 million shares for $40.1 million, ending the quarter with $604.7 million in cash, cash equivalents, restricted cash, and marketable securities. However, the company recorded a GAAP loss of $24.8 million or $(0.80) per share and a Non-GAAP loss of $11.0 million or $(0.36) per share, alongside an Adjusted EBITDA loss of $15.2 million. Fulgent reiterated FY2026 revenue guidance at $350.0 million but updated Non-GAAP loss guidance to approximately $46.0 million or $(1.59) per share due to the repurchase impact.

• ·Conference call scheduled for May 1, 2026 at 8:30 AM ET.
• ·Anticipated $106 million tax refund delayed due to 2025 government shutdown and IRS constraints.
• ·Total assets decreased to $1,156.4 million from $1,213.5 million QoQ.
• ·Adjusted EBITDA loss of $15.2 million for Q1 2026.

01-05-2026

In Q1 2026, Bank of New York Mellon reported net income applicable to common shareholders of $1,562 million, up approximately 36% YoY from $1,149 million, with total revenue increasing 13% to $5,409 million driven by 11% YoY growth in fee and other revenue to $4,039 million and 18% rise in net interest income to $1,370 million. AUC/A grew 12% YoY to $59.4 trillion, while AUM increased 6% YoY to $2.1 trillion. However, AUM declined QoQ from $2.2 trillion, full-time employees decreased to 47,200 from 48,100 QoQ and 51,000 YoY, and regulatory capital ratios like Standardized CET1 fell to 11.0% from 11.9% QoQ.

• ·Return on common shareholders’ equity (annualized) 16.1% in Q1 2026 vs 12.6% Q1 2025
• ·Net interest margin 1.38% flat QoQ and up 8 bps YoY
• ·Common dividend per share $0.53, payout ratio 24%
• ·Average liquidity coverage ratio (LCR) 111%

01-05-2026

The First Bancorp, Inc. held its 2026 Annual Meeting of Shareholders on April 29, 2026, in a virtual-only format, with 9,593,345 shares present or by proxy, representing 85.12% of the 11,270,319 outstanding shares. All eight director nominees were elected with strong shareholder support, ranging from approximately 90% to 99% 'For' votes excluding broker non-votes. Shareholders also approved executive compensation on an advisory basis (95.6% For), favored annual frequency for future say-on-pay votes (majority for 1 Year), and ratified BDMP Assurance, LLP as independent auditors for 2026 nearly unanimously.

• ·Director votes - For/Withhold/Broker Non-Votes: Robert B. Gregory (7,485,413/392,688/1,715,244); Ingrid H.W. Kachmar (7,857,472/20,629/1,715,244); Renee W. Kelly (7,791,891/86,210/1,715,244); Tony C. McKim (7,817,366/60,735/1,715,244); Cornelius J. Russell (7,757,432/120,669/1,715,244); Stuart G. Smith (7,738,296/139,805/1,715,244); Kimberly S. Swan (7,704,603/173,498/1,715,244); F. Stephen Ward (7,768,350/109,751/1,715,244).
• ·Executive compensation advisory vote: For 7,534,553; Against 261,496; Abstain 82,052; Broker Non-Votes 1,715,244.
• ·Say-on-pay frequency advisory vote: 1 Year 6,869,457; 2 Years 39,523; 3 Years 886,262; Abstain 82,859; Broker Non-Votes 1,715,244.
• ·Auditor ratification: For 9,571,754; Against 8,261; Abstain 13,330.
• ·Proxy Statement dated March 16, 2026.

01-05-2026

On May 1, 2026, Bearing Insurance Group, LLC completed its sale to BroadStreet Partners Group, LLC. First Community Bankshares, Inc. (FCBC), which owned 11 units of Bearing, expects to realize a pre-tax gain of approximately $10 million from the transaction. No declines or flat performance metrics were reported.

• ·Filing submitted on May 1, 2026, under Item 8.01 Other Events.

01-05-2026

The Estée Lauder Companies reported fiscal 2026 third quarter net sales of $3,712 million, up 5% YoY (organic +2%), driven by 13% fragrance growth and net sales increases in three of four regions led by Mainland China, while Skin Care and Makeup were virtually flat organically. Adjusted operating income rose 38% to $557 million with 360 bps margin expansion to 15.0%, reflecting PRGP benefits and gross margin gains to 76.4%; however, GAAP operating income declined 19% to $249 million due to $127 million higher restructuring charges and an $84 million net litigation loss contingency, with diluted EPS down 45% to $0.24. The company raised FY2026 outlook for high-end organic sales growth and ~300 bps adjusted margin expansion, and shared preliminary FY2027 view of 3-5% net sales growth and 12.5-13.0% adjusted operating margin.

• ·Prestige beauty share gains in Mainland China (third consecutive quarter), Japan, Korea, U.S., and Western Europe in select categories.
• ·Agreement to acquire remaining interest in Forest Essentials (subject to approvals).
• ·Minority investment in 111Skin.
• ·Strategic partnerships: Shopify (first stores live), Accenture (Enterprise Business Services), WPP (global media partner).
• ·Nine months capex $306M (down from $395M), reflecting prioritization of consumer-facing investments.

01-05-2026

Bridgewater Bancshares, Inc. held its annual shareholder meeting on April 28, 2026, with 23,627,693 shares present, representing 84.92% of the 27,824,565 outstanding common shares and constituting a quorum. All eleven director nominees were elected with strong majorities (votes for ranging from 20,172,001 to 20,742,088, withheld under 827,403 each). Shareholders approved the non-binding advisory vote on 2025 executive compensation (20,244,780 for), the 2026 Equity Incentive Plan (14,768,670 for vs. 6,169,077 against), and ratification of RSM US LLP as auditors for 2026 (23,627,278 for).

• ·Record date for shareholder meeting: February 27, 2026
• ·Proposal 2 (exec comp): 641,268 votes against, 113,356 abstentions
• ·Proposal 3 (Equity Plan): 61,657 abstentions
• ·Proposal 4 (auditor): 139 votes against, 276 abstentions, no broker non-votes

01-05-2026

Federal Realty Investment Trust reported Q1 2026 net income available for common shareholders of $157.1 million ($1.81 per diluted share), up significantly from $61.8 million ($0.72 per diluted share) in Q1 2025, driven by a $92.7 million gain on real estate sales including Misora at Santana Row; Nareit and Core FFO both reached $1.88 per diluted share, a 10.6% YoY increase. The company achieved record Q1 leasing of 649,078 square feet of comparable retail space with 13% cash rent growth, 4.7% comparable POI growth, and raised 2026 FFO guidance to $7.46-$7.55 per diluted share. However, overall portfolio occupancy fell 30 basis points QoQ to 93.8%, with leased rates flat QoQ.

• ·Amended revolving credit facility to $1.4 billion capacity, SOFR spread to 72.5 bps, maturity to April 12, 2030.
• ·Declared quarterly dividend of $1.13 per common share (annualized $4.52).
• ·Portfolio: 104 properties, 3,800 tenants, 29.0 million commercial sq ft, 2,500 residential units.
• ·Residential leased rate for comparable properties: 95.6% (up 100 bps YoY).

01-05-2026

Cboe Global Markets reported record Q1 2026 net revenue of $728.9 million, up 29% YoY from $565.2 million, with diluted EPS of $3.66 up 54% and adjusted diluted EPS of $3.70 up 48%, alongside raised 2026 organic total net revenue growth guidance to low double-digits to mid-teens and lowered adjusted operating expense guidance to $838-853 million. However, market share declined in Options to 29.1% from 31.1%, North American Equities to 9.8% from 10.5% and off-exchange to 17.0% from 17.1%, while Futures grew at a relatively modest 9% YoY. The company announced further strategic realignment, including a ~20% workforce reduction, sales of Cboe Canada and Australia, and wind-downs of non-core businesses.

• ·Adjusted operating expenses Q1 2026: $200.9M, up 4% YoY
• ·2026 adjusted operating expense guidance: $838-853M (down from $864-879M)
• ·2026 organic Data Vantage net revenue growth guidance: low double-digit (up from mid to high single-digit)
• ·Effective tax rate Q1 2026: 25.2% (GAAP), 27.5% (adjusted)
• ·Cboe European Equities market share Q1 2026: 25.5% (up from 24.8%)
• ·Global FX ADNV Q1 2026: $70.4B, up 36% YoY

01-05-2026

Stock Yards Bancorp, Inc. (NASDAQ: SYBT) completed its acquisition of Field & Main Bancorp, Inc., merging Field & Main Bank into Stock Yards Bank & Trust Company, adding 6 retail branches in Henderson, Lexington, Cynthiana (Kentucky), and Evansville (Indiana), and expanding the footprint in Western Kentucky. Scott Davis, former CEO of Field & Main, was appointed to the Boards of Directors for both the Company and the Bank effective May 1, 2026. Full system integration is expected on October 17, 2026, with no immediate changes to customer banking services.

• ·Field & Main headquartered in Henderson, Kentucky.
• ·Stock Yards operates in Louisville, central, south central, eastern, western and northern Kentucky, Indianapolis IN, and Cincinnati OH markets.

01-05-2026

Parker-Hannifin Corp reported net sales growth across segments, with total segment sales (Table 4) reaching $3,672M for Q3 FY26, up 8.3% YoY from $3,389M, and 9-month sales at $10,583M, up 4.9% YoY; geographic sales (Table 6) totaled $5,486M for Q3, up 10.6% YoY. However, net income attributable to common shareholders declined 6.0% YoY to $904M in Q3 and 2.0% YoY to $2,557M for 9 months, with total comprehensive income also down. Operating cash flow improved 13.8% YoY to $2,628M for 9 months, though investing activities used $1,239M net primarily due to $1,014M in acquisitions.

• ·Acquisitions net of cash acquired: $1,014M for 9 months ended Mar 31, 2026.
• ·Proceeds from sale of businesses: $1M (9M FY26) vs $623M (9M FY25).
• ·Current debt (notes payable and long-term debt current): $2,813M (Mar 31, 2026) vs $1,791M (Jun 30, 2025).
• ·Net contract liabilities: $(93)M (Mar 31, 2026) vs $(117)M (Jun 30, 2025).
• ·Sep 18, 2025 acquisition revised: net assets $588M, goodwill $477M, total purchase price $1,065M.

01-05-2026

Viskase Holdings, Inc. (formerly Enzon Pharmaceuticals, Inc.) filed this Form 8-K/A on May 1, 2026, amending the original 8-K from March 26, 2026, to provide audited consolidated financial statements of the acquired Viskase Companies, Inc. as of and for the years ended December 31, 2025 and December 31, 2024 (Exhibit 99.1), and unaudited pro forma condensed combined financial information of the Company and Viskase Companies as of and for the year ended December 31, 2025 (Exhibit 99.2). This amendment fulfills SEC requirements under Item 9.01 following the merger completion, with no updates to other items or subsequent developments.

• ·Agreement and Plan of Merger dated June 20, 2025, with First Amendment dated October 24, 2025.
• ·Support Agreement dated June 20, 2025, with First Amendment dated October 24, 2025, involving Icahn Enterprises Holdings L.P. and affiliates.

01-05-2026

For Q1 2026, ArcBest reported revenues of $998.8M, up 3.3% YoY from $967.1M, driven by higher volumes, however operating income fell 48.3% to $3.4M from $6.6M and the company swung to a net loss of $1.0M from a $3.1M profit in Q1 2025. Balance sheet showed total assets slightly up to $2.46B QoQ, with accounts receivable rising 14.7% to $425.5M amid seasonal demand, but cash dropped 37.2% to $64.1M and stockholders' equity declined 0.7% to $1.29B. Operating cash flow improved sharply to positive $8.5M from a $23.4M outflow YoY.

• ·EPS diluted Q1 2026: ($0.05) vs $0.13 Q1 2025
• ·Property, plant and equipment net down 0.7% QoQ to $1,135,556 thousand
• ·Treasury stock purchases: $7,422 thousand Q1 2026 vs $21,990 thousand Q1 2025
• ·Dividends declared: $2,679 thousand Q1 2026

01-05-2026

BCB Bancorp Inc reported net income of $4,904 thousand for Q1 2026, reversing a $8,324 thousand loss in Q1 2025, primarily due to a sharply lower provision for credit losses ($2,788 thousand vs $20,845 thousand) and reduced interest expense ($17,565 thousand vs $22,187 thousand), with net interest income up 3.8% YoY to $22,837 thousand. However, net income remained below Q1 2024's $5,866 thousand, loans receivable net declined 1.3% QoQ to $2,655,981 thousand, and total assets dipped 0.3% QoQ to $3,269,097 thousand. Total deposits were essentially flat QoQ at $2,672,429 thousand.

• ·Non-interest expense increased 6.0% YoY to $15,551 thousand in Q1 2026 from $14,660 thousand.
• ·Cash dividends on common stock: $0.08 per share ($1,376 thousand) in Q1 2026 vs $0.16 per share ($2,679 thousand) in Q1 2025.
• ·Net cash provided by operating activities $5,172 thousand in Q1 2026, slightly up from $5,008 thousand in Q1 2025.
• ·FHLB advances decreased to $225,000 thousand from $235,000 thousand QoQ.

01-05-2026

C.H. Robinson Worldwide, Inc. reported total revenues of $4,012,934 for Q1 2026, down 0.9% YoY from $4,046,740, driven by a 2.1% decline in Transportation to $3,643,711 partially offset by 13.6% growth in Sourcing to $369,223. Operating income was nearly flat at $175,686 (down 0.7% YoY), but net income rose 8.9% to $147,233 due to lower interest expense and tax provision. Stockholders' investment fell 7.7% QoQ to $1,704,121 amid $214 million in share repurchases, while long-term debt increased 23.2% to $1,342,727.

• ·Operating cash flow declined 35.6% YoY to $68,599 from $106,531.
• ·Share repurchases totaled $214,018 in Q1 2026 vs $48,770 in Q1 2025.
• ·Dividends declared at $0.63 per share (up from $0.62), totaling $74,887.
• ·Proceeds from long-term borrowings $678,000; payments $425,000 in Q1 2026.

01-05-2026

Liberty Global reported Q1 2026 consolidated revenue of $1,274.6 million, up 8.8% YoY on a reported basis but only 2.9% on a rebased basis, and Adjusted EBITDA of $366.5 million, up 12.9% reported (1.4% rebased), driven by operational progress in Liberty Telecom segments like Telenet's strong broadband net adds of 17,100. However, nonconsolidated JVs showed mixed results with VMO2 revenue down 6.5% rebased and VodafoneZiggo revenue down 1.8% rebased amid subscriber losses in fixed-line relationships and broadband in some areas, while Liberty Growth reported a net loss of $39.8 million. The company generated ~$180 million in disposal proceeds, ended with $1.9 billion in cash, and reiterated full-year 2026 guidance across operations.

• ·Consolidated reportable segments fixed-line customer relationships declined 16,800 organically in Q1 2026 vs Dec 2025.
• ·VMO2 postpaid mobile net losses of 60,400 in Q1 2026.
• ·Liberty Growth top five investments comprise ~65% of $3.4B FMV.
• ·Corporate operating model reshaping to deliver ~75% improvement to Adj. EBITDA outlook for 2026 vs 2024.

01-05-2026

Aldeyra Therapeutics released an updated corporate overview presentation disclosing standardized treatment estimates and confidence intervals for primary endpoints of reproxalap clinical trials submitted in the New Drug Application for dry eye disease. The presentation also includes Aldeyra's interpretations of FDA positions on primary endpoints and the company's own positions. No financial or performance metrics were detailed in the filing.

• ·Filing date: May 1, 2026
• ·Presentation furnished as Exhibit 99.1

01-05-2026

Winnebago Industries, Inc. (NYSE: WGO) appointed Emily Silver as an independent director effective May 1, 2026, adding her to the technology and human resources committees. Ms. Silver, currently senior vice president, chief marketing, e-commerce and athlete experience officer at DICK’S Sporting Goods with prior 16 years at PepsiCo, brings expertise in marketing, digital transformation, and brand strategy. The board now consists of ten members.

• ·Winnebago Industries has facilities in Iowa, Indiana, Minnesota, and Florida.
• ·Investor contact: Joan Ondala (ir@winnebagoind.com); Media contact: Daniel Sullivan (media@winnebagoind.com).

01-05-2026

Greenidge Generation Holdings Inc. is no longer in compliance with Nasdaq Listing Rule 5605(c)(2)(A), requiring an Audit Committee of at least three independent directors, following Kenneth Fearn's resignation from the Board and Audit Committee effective April 15, 2026. Nasdaq confirmed the non-compliance via notice on April 29, 2026, but granted a cure period until the earlier of the next annual stockholders' meeting or April 15, 2027 (or October 12, 2026 if the meeting precedes that date). The Company plans to appoint a new independent director and regain compliance within the period; the notice has no immediate impact on trading of Class A common stock (GREE) or 8.50% Senior Notes due 2026 (GREEL).

• ·Company notified Nasdaq of non-compliance on April 23, 2026.
• ·Emerging growth company status: Yes.

01-05-2026

General Electric Co filed its 13F-HR on May 1, 2026, reporting holdings as of March 31, 2026. The filing discloses positions valued at $298562983 in Beta Technologies Inc Class A common stock (20310407 shares held solely) and $9680000 in Hyliion Holdings Corp common stock (5500000 shares held solely). This is a routine quarterly disclosure of institutional equity holdings exceeding $100 million.

• ·CUSIP for Beta Technologies Inc Class A: 086921103
• ·CUSIP for Hyliion Holdings Corp: 449109107
• ·Report period end: 2026-03-31

01-05-2026

Mercantile Bank Corp (MBWM) reported Q1 2026 net income of $22,685 thousand, up 16% YoY from $19,537 thousand, supported by net interest income growth to $55,901 thousand (+15% YoY), higher noninterest income of $11,688 thousand (+34% YoY), and a $1,800 thousand provision credit versus a $2,100 thousand expense. However, noninterest expenses surged 35% YoY to $42,107 thousand due to higher salaries, core conversion costs, and acquisition expenses, while comprehensive income fell to $17,483 thousand from $28,695 thousand amid unrealized securities losses, and loans dipped slightly QoQ to $4,816,693 thousand.

• ·Basic and diluted EPS $1.32 for Q1 2026 vs $1.21 YoY
• ·Unrealized losses on securities AFS increased to $40,652 thousand as of March 31, 2026 from $36,856 thousand Dec 31, 2025
• ·Core deposit intangible declined to $18,173 thousand from $20,388 thousand QoQ due to amortization
• ·Cash dividends declared $0.39 per common share, total $6,634 thousand

01-05-2026

Zeta Global Holdings Corp. reported Q1 2026 revenue of $396,304, up 49.9% YoY from $264,419, driven by 41.1% growth in US revenues to $359,408 and explosive 278% increase in international revenues to $36,896; however, operating expenses rose 48.0% to $415,143, resulting in a wider operating loss of $18,839 compared to $16,113 last year, though net loss narrowed to $13,247 from $21,600. Cash from operations improved to $49,734 from $34,799, but cash and equivalents declined QoQ to $288,779 from $319,764 amid $47,000 in acquisitions. Total assets decreased to $1,447,197 from $1,503,524 QoQ, while stockholders' equity rose to $880,325 from $804,589.

• ·Stock-based compensation expense of $53,032 in Q1 2026, up from $41,987 YoY.
• ·Restructuring expenses of $6,752 in Q1 2026 vs $3,152 in Q1 2025.
• ·Acquisition-related liabilities decreased significantly to $47,875 current + $22,301 non-current from $149,036 + $39,447 QoQ.

01-05-2026

Campbell Capital Management Inc., based in Miami, FL, filed its 13F-HR report on May 1, 2026, disclosing 31 equity holdings totaling $209.1 million as of March 31, 2026. Top positions include Alphabet Inc. Cap Stk Cl C at $45.5 million (158,670 shares sole), Apple Inc. at $37.8 million (148,940 shares sole), Microsoft Corp. at $18.5 million (50,085 shares sole), Micron Technology Inc. at $12.3 million (36,365 shares sole), and Meta Platforms Inc. Cl A at $11.8 million (20,537 shares sole). All reported positions are held with sole voting and investment discretion.

• ·Report period end date: March 31, 2026
• ·Filing date: May 01, 2026
• ·Filer CIK: 0000826794
• ·All holdings reported as sole discretionary (no shared or other authority)
• ·Filer address: 7301 SW 57 Ct Suite 540, Miami, FL 33143

01-05-2026

Camden Property Trust reported Q1 2026 property revenues of $388,773 thousand, down 0.5% YoY from $390,565 thousand, with property expenses slightly up to $140,069 thousand from $139,420 thousand. Net income attributable to common shareholders increased 9.4% YoY to $42,449 thousand (EPS $0.40 vs $0.36), driven by a $68,100 thousand gain on sale of operating property, though offset by other non-operating expenses surging to $60,905 thousand from $1,760 thousand. Total equity declined to $4,104,851 thousand from $4,438,253 thousand at year-end 2025 due to $278,838 thousand in common share repurchases and distributions.

• ·Interest expense increased to $37,359 thousand from $33,790 thousand YoY.
• ·Depreciation and amortization $150,000 thousand Q1 2026 vs $149,252 thousand Q1 2025.
• ·Net cash from investing activities improved to -$20,032 thousand from -$275,945 thousand YoY due to $76,694 thousand proceeds from property sale.
• ·Weighted average common shares outstanding basic decreased to 104,826 thousand from 108,530 thousand YoY.

01-05-2026

Blume Capital Management, Inc. filed its 13F-HR on May 1, 2026, disclosing 337 equity holdings with a total market value of $588,097,443 as of March 31, 2026. The portfolio includes significant positions in technology leaders like Alphabet Inc. Class C ($30,880,766 for 107,651 shares) and Apple Inc. ($25,462,669 for 100,330 shares), as well as Dimensional ETFs such as Intl Core Equity Market ETF ($22,563,398 for 635,052 shares). All positions are reported as sole discretionary holdings with no voting or discretion shared with others.

• ·All 337 holdings are sole discretionary (SH SOLE) with zero other managers, voting authority, or discretion.
• ·Portfolio heavily weighted toward ETFs (e.g., Dimensional, iShares, Schwab Strategic) and large-cap stocks in technology, financials, and energy.
• ·No changes or amendments noted; standard quarterly disclosure.

01-05-2026

MH & Associates Securities Management Corp /ADV disclosed $114597853 in total 13F securities across 98 holdings as of March 31, 2026, in its 13F-HR filing submitted on May 1, 2026. All positions are held with sole voting and disposition power. Largest holdings by value include VanEck Merk Gold ETF ($5913759), Phillips 66 ($4429889), Pfizer Inc ($4415215), Chevron Corporation ($4405522), and Halliburton Co ($4407274).

• ·Report period end date: 2026-03-31
• ·Filing date: 2026-05-01
• ·All holdings reported with sole voting and sole disposition power (no shared or other powers)

01-05-2026

Northcape Wealth Management, LLC filed its 13F-HR on May 1, 2026, disclosing holdings as of March 31, 2026, with a total portfolio value of $366835674 across 141 positions, all held solely. Top holdings include SPDR Gold Shares ($29798185), Janus Henderson AAA CLO ETF ($19084884), BlackRock iShares Flexible Income ETF ($18022704), iShares Core MSCI EAFE ETF ($15099408), and iShares MSCI Intl Quality Factor ETF ($11405331). No shared voting authority or other ownership types were reported.

• ·All 141 positions held as sole voting authority with 0 shared and 0 other.
• ·Portfolio address: 6565 Main St., Williamsville, NY 14221.
• ·SEC file number: 028-21699.

01-05-2026

FourPath Capital Management, LLC reported total holdings of $697,044,473 across 218 positions in its 13F-HR filing for the quarter ended March 31, 2026. Top holdings include Walmart Inc. common stock valued at $64,377,048 (518,000 shares), WisdomTree TR Floating Rate Treasury ETF at $58,631,022 (1,164,700 shares), and iShares Gold TR at $34,079,659 (386,566 shares). Other significant positions feature energy sector names like Exxon Mobil Corp ($29,188,752) and Energy Transfer LP ($17,184,980), alongside short ETFs and diversified equities, with no reported changes or shared voting authority.

• ·Filing date: May 01, 2026; Report period end: March 31, 2026
• ·All holdings reported as sole voting authority with zero shared, other, or change shares
• ·Former names: Prospera Private Wealth, LLC (changed 2024-05-06), Reuter James Wealth Management, LLC (changed 2021-11-18)
• ·Business address: 4727 Gaillardia Parkway Suite 120, Oklahoma City, OK 73142

01-05-2026

Concord Asset Management, LLC/VA filed its 13F-HR on May 1, 2026, disclosing 117 equity positions held as of March 31, 2026, all with sole voting authority and no put/call options. Top holdings include SPDR S&P 500 ETF (CUSIP 78463X889) valued at $34,145,835 (747,992 shares), Vanguard Short Term Treasury ETF (CUSIP 92206C102) at $31,485,228 (537,841 shares), and SPDR Portfolio S&P 500 ETF (CUSIP 78464A672) at $32,155,580 (1,121,967 shares). The portfolio features a mix of large-cap stocks like NVIDIA ($16,734,902), Microsoft ($11,473,155), and Apple ($15,593,818), alongside various ETFs.

• ·Report period end date: March 31, 2026
• ·Filed as of date: May 1, 2026
• ·All 117 positions held with sole voting authority (SH SOLE); no shared authority, puts, or calls reported
• ·Central Index Key (CIK): 0002031885
• ·SEC file number: 028-24424

01-05-2026

For the three months ended March 31, 2026, Matthews International's sales fell 39.5% YoY to $258,619 thousand from $427,629 thousand, driven by the divestiture of Brand Solutions (sales $0 vs $141,174 thousand) and declines in Industrial Technologies (down 46.4% to $43,362 thousand), though Memorialization grew 4.6% to $215,257 thousand. Six-month sales declined 34.5% YoY to $543,382 thousand from $829,471 thousand, but operating profit rose sharply to $94,349 thousand from $11,622 thousand due to a $109,264 thousand gain on divestitures, swinging net income to a $21,795 thousand profit from a $12,388 thousand loss—however, Q1 net loss widened to $21,834 thousand from $8,916 thousand amid higher interest and debt extinguishment costs.

• ·Gross profit three months 2026: $101,984 thousand (down 29.2% YoY from $144,112 thousand)
• ·Interest expense six months 2026: $24,675 thousand (down from $31,547 thousand YoY)
• ·Loss on debt extinguishment six months 2026: $16,343 thousand
• ·Net cash provided by investing activities six months 2026: $239,659 thousand (vs used $3,895 thousand prior year)
• ·Dividends paid six months 2026: $17,535 thousand
• ·Total shareholders' equity March 31, 2025: $408,240 thousand

01-05-2026

FDx Advisors, Inc. filed its 13F-HR report for the quarter ended March 31, 2026, disclosing 183 equity positions with a total market value of $313229 thousand USD. The portfolio features significant allocations to ETFs such as Vanguard Total Bond Market ETF ($15220 thousand), iShares Core MSCI International ETF ($14920 thousand), and Schwab U.S. TIPS ETF ($14426 thousand), alongside individual stocks including NVIDIA ($4202 thousand), Microsoft ($3237 thousand), and Apple ($2238 thousand). No changes or performance metrics were detailed beyond two new additions: Amcor PLC and AstraZeneca PLC.

• ·All 183 holdings reported with sole investment discretion and sole voting authority.
• ·New positions added: Amcor PLC (value 232 thousand USD, 5828 shares), AstraZeneca PLC (value 898 thousand USD, 4554 shares).
• ·Filing date: May 01, 2026; Report period end: March 31, 2026.

01-05-2026

Patten & Patten Inc/TN filed its 13F-HR on May 1, 2026, disclosing institutional holdings as of March 31, 2026, across 338 positions with a total market value of $1,656,620,656 USD. Top holdings include Apple Inc COM (621500 shares valued at $157730536), Microsoft Corp COM (149414 shares valued at $55308427), and JPMorgan Chase & Co COM (117013 shares valued at $34420662), all held solely with no shared discretion or voting authority. No period-over-period changes are detailed in the filing.

• ·Filing period end date: March 31, 2026
• ·All positions reported as SOLE ownership with 0 shares in other manager columns

01-05-2026

LyondellBasell Industries N.V. reported Q1 2026 sales and other operating revenues of $7,197 million, down 6% YoY from $7,677 million due to lower trade sales. Operating income rose sharply to $239 million from $114 million (+110% YoY), reflecting reduced cost of sales, but net income attributable to shareholders fell to $123 million from $175 million (-30% YoY), driven by a $14 million loss from discontinued operations versus a $154 million gain in the prior year. Cash and equivalents decreased QoQ to $2,635 million from $3,443 million amid operating cash use of $269 million.

• ·Income (loss) from discontinued operations, net of tax: $(14) million Q1 2026 vs $154 million Q1 2025.
• ·Total assets: $33,958 million at March 31, 2026 vs $34,003 million at December 31, 2025 (flat).
• ·Long-term debt: $11,228 million at March 31, 2026 vs $12,124 million at December 31, 2025 (decline).
• ·Dividends paid - common stock: $224 million Q1 2026 ($0.69 per share).