S&P 500 Technology Sector SEC Filings — April 24, 2026

24-04-2026

Muzinich & Co., Inc. disclosed its 13F-HR holdings as of March 31, 2026, reporting a total portfolio value of $285,895,993 across 38 positions, primarily in Business Development Companies (BDCs) and REITs. Top holdings include Ares Capital Corp at $40,011,602 (2,220,399 shares), Blackstone Secured Lending Fund at $28,153,527 (1,188,414 shares), and Blue Owl Capital Corporation at $27,302,130 (2,468,547 shares). The portfolio shows concentration in income-focused securities with sole investment discretion and predominantly sole voting authority.

• ·Other notable holdings include Hercules Capital Inc ($19,941,346, 1,350,125 shares), FS KKR Capital Corp ($8,712,491, 855,844 shares), and Goldman Sachs BDC Inc ($7,117,613, 801,533 shares).
• ·All positions reported as sole investment discretion with voting authority primarily sole (e.g., Ares Capital sole voting 1,706,211 shares).

24-04-2026

Acadia Pharmaceuticals Inc. filed a DEF 14A proxy statement for its 2026 Annual Meeting of Stockholders, to be held virtually on May 29, 2026 at 8:00 a.m. PT. Proposals include electing three Class I directors to serve until the 2029 annual meeting, advisory approval of named executive officer compensation, ratification of Ernst & Young LLP as independent auditors for FY 2026, and approval of an amendment to the 2024 Equity Incentive Plan increasing authorized shares by 5,209,670. The record date is April 14, 2026, with 171,215,262 shares of common stock outstanding.

• ·Virtual meeting access: meetnow.global/MGYT5K7; login from 7:45 a.m. PT on May 29, 2026.
• ·Proxy materials mailed on or about April 28, 2026.
• ·Legal proxy registration deadline: 5:00 p.m. ET on May 26, 2026.

24-04-2026

Accenture plc, as guarantor, along with borrowers Accenture Capital Inc., Accenture Global Capital Designated Activity Company, and Accenture Finance Limited, entered into a five-year Credit Agreement dated April 22, 2026, with Bank of America, N.A. as Administrative Agent and other lenders including JPMorgan Chase Bank, N.A., Barclays Bank PLC, BNP Paribas, Citibank, N.A., and Société Générale as arrangers. The agreement includes provisions for loans, letters of credit, and commitments detailed in schedules, with no specific facility size disclosed in the provided filing excerpt. This represents a standard refinancing or expansion of credit facilities with neutral implications.

• ·Deal CUSIP: 00430VAS0
• ·Facility CUSIP: 00430VAT8
• ·Filing items: 1.01, 1.02, 2.03, 9.01
• ·Schedules include 2.01 Commitments and 2.03 Letter of Credit Commitments

24-04-2026

Charter Communications reported Q1 2026 revenues of $13,597 down 1.0% YoY from $13,735, with declines in video revenue (-9.1% to $3,252) and residential internet (-1.3% to $5,852), though mobile service grew 15.1% to $1,052 and advertising sales rose 5.3% to $358. Net income attributable to shareholders decreased 4.5% to $1,163 from $1,217, but basic EPS increased 7.9% to $9.27 due to share repurchases reducing shares outstanding; operating cash flow rose 1.6% to $4,304.

• ·Total assets increased to $154,644M from $154,213M at year-end 2025.
• ·Long-term debt rose to $94,414M from $94,006M.
• ·Cash and cash equivalents up to $517M from $477M.
• ·Shareholders' equity for Charter increased to $16,385M from $16,054M.

24-04-2026

Immunome, Inc. (IMNM) filed a DEFA14A Definitive Additional Materials proxy statement on April 24, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing indicates no fee was required and is marked as Definitive Additional Materials by the registrant. No substantive financial or operational details are provided in the filing header.

24-04-2026

Lyell Immunopharma, Inc. (LYEL) filed a DEFA14A Definitive Proxy Statement on April 24, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing was made by the registrant with no fee required. No specific proposals, financial data, or additional details are provided in the filing header.

24-04-2026

Semus Wealth Partners LLC, managed by CEO Helen Semus, disclosed total holdings of $178,988,130 across 111 positions as of March 31, 2026, in its 13F-HR filing submitted April 24, 2026. Top holdings include Apple Inc. ($34,738,361), Alphabet Inc. Class A ($6,809,859) and Class C ($5,327,127), Microsoft Corp. ($6,264,587), and NVIDIA Corporation ($7,475,373), with all positions held as sole voting power and no reported options or shared power. The portfolio features a mix of individual equities and ETFs focused on large-cap, growth, dividend, and thematic strategies.

• ·All holdings reported with sole voting power (SH SOLE) and no shared voting or investment power.
• ·Firm address: 150 E Palmetto Park Road, Penthouse Suite 800, Boca Raton, FL 33432.
• ·SEC file number: 028-22849; CIK: 0001964775.

24-04-2026

Block, Inc.'s 2026 proxy statement details the virtual annual meeting on June 16, 2026, including election of four Class II directors (Roelof Botha, Amy Brooks, Shawn Carter, James McKelvey), advisory approval of named executive officer compensation (97% support in 2025), ratification of Ernst & Young LLP as auditors, and a stockholder proposal for a board-level technology committee (board recommends against). Governance highlights feature 6 out of 10 independent directors, a lead independent director, and comprehensive clawback policies with no notable declines in board composition metrics. Jack Dorsey receives only a symbolic annual salary of $2.75.

• ·Record date: April 20, 2026 (U.S. Eastern Time)
• ·Annual meeting: June 16, 2026 at 12:00 p.m. PT, virtual at www.virtualshareholdermeeting.com/XYZ2026
• ·Board recommends FOR Proposals 1-3 and AGAINST Proposal 4
• ·All board committees are 100% independent

24-04-2026

Autodesk announced the nomination of Omar Abbosh, CEO of Pearson and former senior leader at Microsoft and Accenture, as a new independent director for election at the upcoming annual general meeting. Simultaneously, director Stephen Milligan informed the board he will not stand for re-election, though he will serve until the end of his term. Post-meeting, the board will consist of 11 directors, 10 independent.

• ·Milligan has significant public company leadership experience.
• ·Nomination details to be in proxy materials filed with the SEC.
• ·Annual general meeting upcoming; exact date not specified.

24-04-2026

Altimmune, Inc. entered into an underwriting agreement on April 22, 2026, with Leerink Partners LLC and Barclays Capital Inc. to issue and sell 64,250,000 shares of common stock at $3.00 per share and pre-funded warrants to purchase up to 10,750,000 shares at $2.999 per warrant, each accompanied by common stock warrants. The offering closed on April 24, 2026, generating net proceeds of approximately $211.2 million, which will fund the clinical development of pemvidutide including its global pivotal Phase 3 trial in MASH, pre-commercial activities, and general corporate purposes. No declines or flat performance metrics were reported.

• ·Common stock warrants exercisable until the earlier of fifth anniversary or 45 days after Phase 3 pemvidutide MASH trial data readout.
• ·Pre-funded warrants do not expire and are exercisable immediately subject to ownership limits.
• ·Offering conducted under registration statements File Nos. 333-291329 (effective Dec 5, 2025), 333-285355 (effective Mar 13, 2025), and 333-295254 (effective Apr 22, 2026).

24-04-2026

Federal Home Loan Bank of San Francisco reported Q1 2026 net income of $64 million, down $30 million or 32% YoY from $94 million, due to a $23 million drop in non-interest income and a $17 million increase in voluntary housing contributions despite slightly lower net interest income of $140 million (vs $142 million). Total assets fell to $70.7 billion from $73.3 billion at December 31, 2025, driven by a $1.9 billion reduction in short-term investments. Positively, the Bank paid a $75 million special dividend, declared quarterly dividends at annualized rates of 4.75% to 10.00%, and maintained a strong regulatory capital ratio of 10.22%.

• ·Non-interest expense increased $9 million YoY to $47 million, driven by $17 million higher voluntary contributions offset by $8 million lower operating expenses.
• ·Provision for credit losses was $0 in Q1 2026 vs $1 million in Q1 2025.
• ·Dividends declared on April 23, 2026, payable May 8, 2026, including 8.75% annualized on pre-conversion Class B stock.

24-04-2026

RideNow Group, Inc. has filed a DEF 14A proxy statement for its 2026 Annual Meeting of Stockholders, to be held virtually on June 4, 2026 at 11:00 a.m. PT, seeking to elect nine directors, obtain advisory approval of executive compensation (Say on Pay), and ratify BDO USA, P.C. as independent auditors for the fiscal year ending December 31, 2026. The record date is April 8, 2026, with 50,000 shares of Class A common stock (10 votes per share) and 38,499,584 shares of Class B common stock (1 vote per share) outstanding. A quorum requires one-third of shares entitled to vote.

• ·Annual Meeting is virtual-only via live webcast at www.virtualshareholdermeeting.com/RDNW2026; no physical location.
• ·Class A common stock: 10 votes per share; Class B common stock: 1 vote per share.
• ·Director Election and Say on Pay are non-routine proposals (broker non-votes possible); Auditor Proposal is routine.
• ·Proxy materials distributed on or about April 24, 2026.

24-04-2026

MultiSensor AI Holdings, Inc. filed a definitive proxy statement for its 2026 Annual Meeting on June 12, 2026, at 10:00 a.m. CT, to elect five directors (Margaret Chu, Stuart V. Flavin III, Daniel Friedberg, David Gow, and Petros Kitsos), ratify Weaver and Tidwell L.L.P. as independent auditors for FY 2026, and approve an amendment to increase shares authorized under the 2023 Incentive Award Plan. The record date is April 14, 2026, with 2,012,293 shares of common stock outstanding, adjusted for a 1-for-40 reverse stock split effective April 13, 2026. No financial performance data or period comparisons are included.

• ·Annual Meeting location: offices of Haynes and Boone, LLP at 1221 McKinney St #4000, Houston, TX 77010.
• ·Company headquarters: 24 Greenway Plaza, Suite 1800, Houston, TX 77046.
• ·Proxy materials available at www.cstproxy.com/multisensorai/2026.
• ·Common stock par value: $0.0001 per share.

24-04-2026

Genco Shipping & Trading Ltd rejected Diana Shipping's revised unsolicited acquisition proposal of $23.50 per share (initially $20.60 on Nov 24, revised March 6), determining it undervalues the company below its mean analyst NAV of $25 per share and fails to provide an appropriate control premium, especially amid a strong drybulk market. The Board highlights Q4 2025 multi-year highs in EBITDA and TCE rates, a $0.50 dividend (highest since Q4 2022 and 26th consecutive quarterly), $323 million total dividends ($7.565 per share) over six years, and 247% TSR over five years outperforming S&P 500 (76%) and Diana (53%). Genco urges shareholders to use the WHITE proxy card against Diana's proxy contest to replace the entire Board at the 2026 Annual Meeting.

• ·Preliminary proxy statement filed April 24, 2026, with details on director compensation, CD&A, summary comp table, and security ownership.
• ·Diana nominated six director candidates to replace entire Genco Board.
• ·Genco remains open to good faith engagement upon receipt of an appropriately valued offer.
• ·2026 Annual Meeting date not yet announced.

24-04-2026

ImmuCell Corporation's DEF 14A proxy statement for the 2026 Annual Meeting proposes electing directors, approving executive compensation on an advisory basis, ratifying the 2025 Stock Option and Incentive Plan, amending the Certificate of Incorporation, and ratifying the independent auditors. Key governance updates include the appointment of Paul Olivier te Boekhorst as President and CEO effective November 1, 2025, succeeding Michael F. Brigham who retired after 25 years, with Dr. David S. Tomsche remaining as independent Board Chair since 2013. The Board held 4 regular meetings, 1 special meeting, and 9 unanimous written consents in 2025, with all directors attending at least 75% of meetings; no stockholder proposals or director nominations were timely received.

• ·Stockholder proposals for 2026 Annual Meeting must be received not earlier than March 14, 2026 and not later than April 13, 2026.
• ·Director nominations under advance notice by-laws follow same 60-90 day window prior to first anniversary of prior year's meeting.
• ·All sitting directors attended the 2025 Annual Meeting virtually; current nominees plan to attend 2026 meeting virtually.
• ·Proxy holders may approve adjournment up to 20 days to solicit additional votes if recommended.
• ·Strategy & Technology Committee established in April 2026.

24-04-2026

OptimumBank Holdings, Inc. reported Q1 2026 net income of $4.7 million ($0.39 basic EPS, $0.20 diluted), up $0.8 million YoY from $3.9 million but down from $4.9 million in Q4 2025, driven by $3.8 million YoY net interest income growth to $13.2 million and higher deposits/loans to $1.09 billion each (+17.3%/+13.8% QoQ), though offset by $2.4 million higher noninterest expenses and $0.9 million increased credit loss expense. ROAA declined to 1.56% and ROAE to 15.12% QoQ, with efficiency ratio rising to 53.5% amid expansion. Total assets reached $1.27 billion (+$157.1 million QoQ), supported by strong loan growth in commercial real estate (+$123.7 million) but declines in commercial (-$2.1 million), multi-family (-$2.0 million), and residential real estate (-$0.9 million) loan segments.

• ·Gross charge-offs $44,000, recoveries $41,000, net charge-offs $3,000 in Q1 2026.
• ·FHLB advances $40.0 million at Q1 2026 end, down $10.0 million QoQ.
• ·Ranked #49 out of 3,465 U.S. community banks by S&P Global (top 1.4%).
• ·Annual shareholder meeting and webcast on April 28, 2026 at 10:00am ET.

24-04-2026

Intuitive Machines, Inc. (LUNR) filed a Definitive Additional Proxy Statement (DEFA14A) on April 24, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing was made by the registrant with no fee required and is categorized as Definitive Additional Materials. No substantive proposals, financial data, or other details are provided in the available content.

24-04-2026

Texas Instruments reported Q1 2026 revenue of $4,825 million, up 18.6% YoY from $4,069 million, driven by Analog segment growth of 22.3% to $3,924 million and Embedded Processing up 11.7% to $723 million; however, the Other segment declined 16% to $178 million. Net income increased 31.0% to $1,545 million with diluted EPS of $1.68 (up 31.3%), and operating cash flow surged 79.0% to $1,520 million bolstered by $555 million in CHIPS Act incentives, though R&D expenses remained flat at $510 million.

• ·US revenue represented 37% of total ($1,796 million), Europe/Middle East/Africa 22% ($1,070 million), and China 21% ($1,024 million).
• ·Capital expenditures $676 million in Q1 2026, down from $1,123 million in Q1 2025.
• ·Dividends paid $1,291 million in Q1 2026.
• ·Total stockholders’ equity increased to $16,778 million from $16,273 million QoQ.

24-04-2026

United Community Bank filed its 13F-HR on April 24, 2026, disclosing equity holdings as of March 31, 2026, across 565 positions with a total market value of $299.92 billion. Top holdings by value include Berkshire Hathaway Inc. Del Cl B (57,373 shares valued at $27.49 billion), Apple Inc. (15,674 shares valued at $3.98 billion), and Amazon.com Inc. (10,737 shares valued at $2.24 billion). The filing reports solely owned positions with no indicated changes, puts, or calls.

• ·Filing managed by Alisha Kamadia, contact 305-662-5419, South Miami FL
• ·All positions reported as solely owned (investment discretion code 1) with full voting authority
• ·No put or call options reported across any holdings

24-04-2026

Texas Community Bancshares reported net income of $836,000 for Q1 2026, up 30.0% YoY from $643,000, marking its sixth consecutive record quarter, with net interest income increasing 3.1% to $3.4 million driven by lower interest expense and noninterest income surging 51.1% to $698,000. However, interest income declined 1.1% YoY to $5.6 million due to a 25.9% drop in securities interest amid an 18.8% reduction in average securities, and loans decreased 1.6% QoQ to $298.5 million. Total assets remained essentially flat at $430.4 million, up just 0.1% QoQ.

• ·Past due loans: 0.91% of loan portfolio at March 31, 2026
• ·Nonaccrual loans: 0.65% of loan portfolio at March 31, 2026
• ·Allowance for credit losses: 1.14% of total loans and leases at March 31, 2026
• ·Nonperforming assets: $11.2 million or 2.60% of total assets at March 31, 2026 (down 1.8% QoQ)
• ·Net interest margin: 3.49% for Q1 2026 (up 25 bps YoY)
• ·Broadstreet Bank leverage ratio: 11.97% at March 31, 2026

24-04-2026

At the 2026 Annual Meeting of Shareholders on April 23, 2026, Muncy Columbia Financial Corporation shareholders elected all four Class 1 director nominees—Robert J. Glunk (1,412,168 for, 131,154 withheld), Willard H. Kile, Jr. (1,444,816 for, 98,505 withheld), Steven H. Shannon (1,443,998 for, 99,324 withheld), and Edwin A. Wenner (1,420,194 for, 123,128 withheld)—with 856,490 broker non-votes across all. Shareholders also ratified the appointment of S.R. Snodgrass P.C. as independent auditors for the year ending December 31, 2026, with 2,322,155 for, 50,426 against, and 27,231 abstain. Management's slide presentation from the meeting is furnished as Exhibit 99.1.

• ·Meeting held on April 23, 2026; filing dated April 24, 2026
• ·Auditor appointment for year ending December 31, 2026
• ·No broker non-votes for auditor ratification

24-04-2026

Squire Investment Management Company, LLC filed its 13F-HR report disclosing 76 equity positions with a total market value of $359772423 as of March 31, 2026. The portfolio is heavily weighted towards ETFs, with the largest holding being Dimensional ETF Trust US Core Equity 2 valued at $43721545 (1125104 shares). Other notable positions include Dimensional ETF Trust US Targeted Value ($27046982), Dimensional ETF Trust Emerging Markets Core Equity ETF ($16606036), and iShares TR Core MSCI Intl Developed Markets ETF ($15975484), alongside individual stocks like Apple Inc ($2087395) and Amazon.com Inc ($500889).

• ·All reported holdings are held with sole discretionary authority.
• ·Portfolio dominated by Dimensional ETF Trust (multiple funds), iShares TR, and Vanguard funds.
• ·Individual stock holdings include tech giants like NVIDIA (5344 shares, $932014) and Microsoft (834 shares, $308823).