S&P 500 Technology 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

QumulusAI, Inc. disclosed details on its board committees, including the Compensation Committee and Nominating and Corporate Governance Committee, along with risk oversight processes and a forthcoming Code of Business Conduct and Ethics in this S-1/A filing ahead of a direct listing. Executive compensation for 2025 showed varied totals among named executive officers, with Scott Krosnowski receiving the highest at $392,750 (including a $70,000 signing bonus) and Houston Aderhold's salary increasing 24% to $218,000, while former CEO Robert C. Bissell's total compensation declined 11% to $218,000 following his resignation. New compensation agreements effective September 1, 2025, provide for base salaries up to $300,000 for CEO Michael Maniscalco and significant RSU awards, such as $750,000 initial for Maniscalco and special grants vesting in 2026.

• ·Leadership changes: Robert C. Bissell resigned April 1, 2025; Patrick Gahan interim CEO April 1 to August 31, 2025; Michael Maniscalco CEO from September 1, 2025.
• ·Scott Krosnowski part-time through January 15, 2025, full-time from January 16, 2025.
• ·Ankur Chatterjee employment began post-acquisition of TCM from April 1, 2025.
• ·Board committees oversee risks including operational, financial, cybersecurity, and ESG.
• ·Compensation agreements include non-compete, severance (1-2x salary + equity vesting), and performance-based bonuses.
• ·Company is an emerging growth company, providing scaled executive compensation disclosure.

01-05-2026

Total revenue grew 19% YoY to $1,474,220 thousand for Q1 2026, driven by 21% increase in product and maintenance revenue to $1,348,922 thousand, though services revenue declined 5% to $125,298 thousand. Net income rose 23% YoY to $335,660 thousand with operating income up 19% to $431,329 thousand; however, cash and equivalents fell sharply 53% to $1,406,668 thousand from $3,001,317 thousand due to $2,074,534 thousand cash paid for a business combination with $3,101,008 thousand purchase consideration. Total assets expanded 19% to $12,098,354 thousand, supported by the acquisition adding $2,180,438 thousand to goodwill and $1,215,039 thousand to acquired intangibles.

• ·Stock-based compensation expense increased to $138,183 thousand from $107,613 thousand YoY.
• ·Treasury stock purchases totaled $200,000 thousand in Q1 2026, down from $350,007 thousand in Q1 2025.
• ·Revolving credit facility drawn $425,000 thousand.
• ·Acquired intangibles breakdown: Existing technology $723,000 thousand (7.9 years), Agreements and relationships $507,000 thousand (7.7 years), Tradenames etc. $18,000 thousand (6.0 years).
• ·Other comprehensive loss of $38,285 thousand vs. income of $67,271 thousand YoY.

01-05-2026

For Q1 2026, Smurfit Westrock reported net sales of $7,712 million, up 0.7% YoY from $7,656 million, with growth in Europe/MEA/APAC (+7.3%) and LATAM (+7.6%) offsetting a 3.8% decline in North America. However, gross profit fell 19.6% to $1,268 million due to a 6.0% rise in cost of goods sold to $6,444 million, resulting in operating profit dropping 54.2% to $253 million and net income attributable to common shareholders declining to $65 million from $384 million (EPS $0.12 vs. $0.74 basic). Segment Adjusted EBITDA totaled $1,127 million, down from $1,289 million, with North America (-23.9%) and LATAM (-5.2%) declines partially offset by Europe/MEA/APAC growth (+8.2%).

• ·Cash and cash equivalents decreased QoQ to $674 million from $892 million.
• ·Capital expenditures were $624 million in Q1 2026, up from $477 million YoY.
• ·Dividends declared at $0.45 per share, totaling $237 million paid.

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

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

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

Muzinich Direct Lending Adviser, LLC extended its voluntary fee waiver on May 1, 2026, reducing the base management fee from an annual rate of 1.25% to 0.95% of the Company's net assets for the fiscal quarters ending June 30, 2026, and September 30, 2026, following the original waiver for quarters ending December 31, 2025, and March 31, 2026. This benefits the Company by lowering expenses during this period. The full 1.25% fee rate under the Investment Advisory Agreement will resume on October 1, 2026, unless further extended at the Adviser's discretion.

• ·Investment Advisory Agreement dated September 14, 2023
• ·Fee calculated quarterly in arrears based on net assets at start of quarter, adjusted for share issuances/repurchases
• ·Company is an emerging growth company
• ·Fiscal year end: December 31

01-05-2026

Iradimed Corp reported revenue of $21,979 thousand for the three months ended March 31, 2026, up 12.6% YoY from $19,511 thousand, driven by strong growth in device sales including +28% in MRI Compatible IV Infusion Pump Systems and +49% in Ferro Magnetic Detection Systems. Net income increased 24.2% YoY to $5,818 thousand, with operating cash flow more than doubling to $8,290 thousand; however, disposables revenue declined 1.3% to $4,885 thousand, services revenue was flat at $1,043 thousand, and R&D expenses surged 53.2% to $956 thousand. Balance sheet strengthened QoQ with total assets at $114,389 thousand (up 5.2%) and cash at $56,374 thousand (up 10.2%).

• ·Gross profit margin improved to 76.5% from 76.1% YoY.
• ·Income from operations up 33.2% YoY to $7,237 thousand.
• ·Inventory increased QoQ to $11,883 thousand from $11,620 thousand.
• ·Deferred revenue total $7,154 thousand (current + non-current) vs $6,849 thousand QoQ.

01-05-2026

Oxford Square Capital Corp. reported total investment income of $8,942,678 for Q1 2026, down 12% YoY from $10,161,050, with net investment income falling 32% to $4,149,791 amid higher interest expenses of $2,791,255 (up 42%). Significant realized losses of $30,738,465 (more than double prior year's $12,158,495) overshadowed a positive unrealized gain of $1,063,853, resulting in a net decrease in net assets from operations of $25,524,821, worse than $8,121,517 YoY; NAV per share declined to $1.32 from $1.69 QoQ while distributions held flat at $0.105 per share.

• ·Cash used in operating activities $14,394,996 in Q1 2026 vs provided $5,987,857 in Q1 2025.
• ·Net cash provided by financing activities $3,385,061 in Q1 2026 from common stock issuance.
• ·Distributions to stockholders $9,270,181 in Q1 2026.
• ·Shares issued 7,183,267 in Q1 2026.

01-05-2026

Cisco Systems, Inc. announced the retirement of M. Victoria Wong as Senior Vice President and Chief Accounting Officer effective May 19, 2026, with her continuing as Executive Advisor until July 25, 2026. The Board appointed Nichlas A. Fink, currently Vice President and Corporate Controller, as her successor effective May 20, 2026. In connection with the appointment, Mr. Fink will receive restricted stock units with a grant date fair value of $500,000 and enter into a standard Indemnity Agreement.

• ·Nichlas A. Fink joined Cisco in February 2016; previously served as Vice President and Corporate Controller since November 2022, Vice President of Finance from June 2021 to November 2022, and Senior Director of Finance from February 2016 to June 2021.
• ·Prior to Cisco, Mr. Fink was Vice President and Chief Accounting Officer of Pyxus International, Inc. from January 2014 to February 2016, with earlier roles at Pyxus, Nortel Networks, and Ernst & Young LLP.
• ·Indemnity Agreement with Cisco filed as Exhibit 10.1 to 8-K on January 25, 2021.

01-05-2026

Capital Squared Financial LLC, an institutional investment manager based in Rockville, MD, filed its 13F-HR on May 1, 2026, disclosing U.S. equity holdings as of March 31, 2026. The portfolio features significant positions in large-cap stocks such as Microsoft Corp (517,300 shares), NVIDIA Corporation (1,534,600 shares), JPMorgan Chase & Co (410,000 shares), and Berkshire Hathaway (58,800 shares), alongside heavy allocations to ETFs including iShares Russell mid-cap and small-cap funds, Schwab Strategic Trust ETFs, and Vanguard index funds. No prior quarter data or performance comparisons are provided in the filing.

• ·Conformed period of report: 2026-03-31
• ·Filing date: 2026-05-01
• ·SEC file number: 028-26814
• ·Investment adviser number: 801-131530
• ·Public document count: 2
• ·State of incorporation: MD
• ·Fiscal year end: 12-31

01-05-2026

IBM filed an 8-K on May 1, 2026, disclosing amendments to its bylaws (Item 5.03) adopted through April 28, 2026, alongside potential director/officer changes (Item 5.02) and other matters (Item 5.07). The bylaws govern stockholder meetings (annual on last Tuesday of April, special meetings callable by Chairman, Board, or holders of 25% of shares), board operations, officer roles, and proxy procedures. No specific officer departures/elections or material governance shifts are detailed in the provided exhibit.

• ·Bylaws originally adopted April 29, 1958
• ·Stockholder notice for annual meeting business: 120-150 days before prior year's proxy anniversary
• ·Quorum for stockholder meetings: majority of outstanding voting shares

01-05-2026

Aditxt, Inc. held its 2026 annual meeting of stockholders on May 1, 2026, with low participation of 294,398 shares (34.17% of outstanding shares as of March 26, 2026). All five director nominees were elected despite significant withheld votes (23,072 to 32,917 per nominee), the appointment of dbbmckennon as auditor was ratified overwhelmingly, advisory approval of executive compensation passed with 26,096 against, and authorization for a potential reverse stock split (1:2 to 1:250) was approved but faced notable opposition (84,351 against). The board opted for executive compensation advisory votes every three years based on the vote results.

• ·Director election votes: Amro Albanna (For: 122,066; Withheld: 28,335); Shahrokh Shabahang (For: 122,283; Withheld: 28,118); Brian Brady (For: 117,484; Withheld: 32,917); Charles Nelson (For: 127,329; Withheld: 23,072); Sylvia Hermina (For: 123,844; Withheld: 26,557).
• ·Auditor ratification: For 264,043; Against 18,229; Abstain 12,126.
• ·Say-on-pay frequency: 1 Year 86,436; 2 Years 7,450; 3 Years 46,135; Abstain 10,380.
• ·Reverse stock split: For 205,568; Against 84,351; Abstain 4,479.

01-05-2026

TXNM Energy Inc reported electric operating revenues of $504,982 thousand for Q1 2026, up 4.6% YoY from $482,792 thousand, with operating income increasing 7.1% to $77,011 thousand driven by revenue growth despite higher operating expenses. However, net earnings attributable to TXNM declined sharply 58.1% to $3,737 thousand from $8,923 thousand, impacted by higher interest charges ($68,595 thousand vs $63,551 thousand) and increased losses on investment securities ($8,944 thousand vs $1,241 thousand). Operating cash flows improved 8.5% to $153,188 thousand, while capital expenditures decreased to $312,716 thousand from $342,624 thousand.

• ·Valencia non-controlling interest earnings: $4,136 thousand in Q1 2026 (up from $3,742 thousand YoY)
• ·Interest charges increased to $68,595 thousand from $63,551 thousand YoY
• ·Losses on investment securities: $8,944 thousand in Q1 2026 vs $1,241 thousand in Q1 2025
• ·Plant in service and held for future use: $11,685,689 thousand at March 31, 2026 (up from $11,592,121 thousand at Dec 31, 2025)
• ·PNM’s $400.0 million Unsecured Revolving Credit Facility and other financing mentioned in glossary

01-05-2026

Dime Community Bancshares reported robust YoY profitability growth for Q1 2026, with net income rising 61% to $34,582 from $21,458 in Q1 2025, net income available to common stockholders increasing 67% to $32,760, and diluted EPS improving to $0.75 from $0.45. Net interest income grew 19% YoY to $112,251, supported by higher interest income, while non-interest expense declined 4% to $62,756. However, total assets contracted 2.2% QoQ to $14,999,503, loans held for investment net fell 1.4% to $10,512,252, total deposits decreased 1.9% to $12,599,010, and provision for credit losses rose 28% YoY to $12,313.

• ·Common stock treasury shares decreased to 2,094,176 at March 31, 2026 from 2,288,975 at December 31, 2025.
• ·FHLBNY advances declined to $435,000 at March 31, 2026 from $508,000 at December 31, 2025.
• ·Subordinated debt, net decreased to $231,058 at March 31, 2026 from $272,503 at December 31, 2025.
• ·Cash and cash equivalents decreased to $2,059,618 at March 31, 2026 from $2,353,966 at December 31, 2025.

01-05-2026

Pershing Square Inc. entered into a Registration Rights Agreement dated April 28, 2026, with investors including ManagementCo (Pershing Square Management, LLC), granting demand rights for non-shelf registered offerings, shelf registrations, shelf takedowns, and piggyback rights on the company's registered offerings tied to its IPO of Common Stock. The agreement details facilitation procedures, expense allocations (with the company bearing most Registration Expenses), indemnification provisions, lock-up requirements, and termination conditions. No financial performance metrics, amounts, or period comparisons are disclosed.

• ·Investors defined to include ManagementCo, joinder parties as transferees, and others consenting via Joinder Agreement.
• ·Registration Expenses borne primarily by the Company, including SEC fees, printing, counsel, and roadshow costs, but excluding underwriting discounts.
• ·Agreement governed by New York law with consent to jurisdiction in New York courts and mutual jury trial waiver.

01-05-2026

Genco Shipping & Trading Ltd (GNK) filed a DEFA14A on May 1, 2026, providing additional proxy solicitation materials for the 2026 Annual Meeting of Shareholders, including forward-looking statements on dividend payments subject to financial performance, credit agreements, and board discretion. The filing identifies participants in the proxy solicitation, comprising independent directors (Paramita Das, Kathleen C. Haines, Basil G. Mavroleon, Karin Y. Orsel, Arthur L. Regan) and executives (John C. Wobensmith, Peter Allen, Joseph Adamo, Jesper Christensen). Shareholders are urged to review the definitive proxy statement on Schedule 14A, white proxy card, and related SEC filings available on www.sec.gov and the company's investor relations site at https://investors.gencoshipping.com/.

• ·Preliminary proxy statement filed with SEC on April 24, 2026.
• ·References year ended December 31, 2025, for financial context in proxy materials.

01-05-2026

Ducommun Incorporated disclosed a non-cash error in stock-based compensation expense recognition due to changes in April 2024 award agreements, leading to non-reliance on previously issued financial statements for FY2024, FY2025, and several quarters, with a material weakness in internal controls over financial reporting. Restatements show operating income overstated by $10.0 million in FY2024 and $3.4 million in FY2025, net income overstated by $9.8 million and $3.4 million respectively, and Adjusted EBITDA overstated by $0.9 million in FY2024 but understated by $0.5 million in FY2025; however, gross margins, cash flows from operations, and debt covenant compliance remain unaffected. The company plans an amended 10-K by May 8, 2026, expects $5.0-6.0 million higher Q1 2026 stock-based compensation, and anticipates clawbacks of $4.3-4.9 million for FY2024 and $0.7-1.1 million for FY2025.

• ·Error identified while preparing Q1 2026 financials; affects quarterly periods ended June 29, 2024; September 28, 2024; March 29, 2025; June 28, 2025; September 27, 2025.
• ·No impact on net revenues, gross margin, net cash from operating activities, or free cash flow.
• ·Company's disclosure controls ineffective as of multiple dates in 2024 and 2025; remediation plan in amended Item 9A.
• ·Q1 2026 financial results release scheduled for May 12, 2026 as planned.
• ·No intentional misconduct; PwC audit reports also not relied upon.

01-05-2026

Blockfusion Data Centers, Inc. entered into a Business Combination Agreement with Blue (a SPAC) on November 19, 2025, valuing Blockfusion at $450 equity value, supported by a Fairness Opinion from Houlihan Capital; the Blue Board approved the transaction on November 18, 2025, after meetings on November 17-18. However, approval lacked a majority of independent directors due to absences, and independent members did not retain an unaffiliated representative. On March 19, 2026, the agreement was amended to increase the Incentive Plan share pool from 5% to 8% and post-Closing Pubco Board size from 7 to 9 members.

• ·Blue Board meetings held November 17 and 18, 2025; approval on November 18 lacked majority of independent directors (only 2 of 4 present).
• ·Independent directors did not retain unaffiliated representative for negotiation or report.
• ·Blockfusion provided unaudited 5-year Forecasts (2026-2030) to Blue and Houlihan Capital, based on cash methodology and prospective HPC/AI business assumptions; no historical performance basis.
• ·First Amendment to Business Combination Agreement executed March 19, 2026.

01-05-2026

Acadia Pharmaceuticals Inc. announced the planned year-end retirement of Elizabeth H.Z. Thompson, Ph.D., Head of Research and Development, who joined in 2024, for personal reasons; she will remain in her role until a successor is appointed and serve as a consultant through at least the end of 2026 to ensure continuity for the Phase 2 remlifanserin studies in Alzheimer’s disease psychosis (ADP) and Lewy Body Dementia Psychosis (LBDP). The company has initiated a search for a new R&D leader and affirmed that all clinical programs continue as planned without disruption. CEO Catherine Owen Adams praised Dr. Thompson's contributions to strengthening the R&D organization and pipeline.

• ·Dr. Thompson joined Acadia in 2024.
• ·Ongoing trials remain blinded with recruitment continuing.
• ·Reference to 10-K for year ended December 31, 2025, filed February 26, 2026.

01-05-2026

Apple Inc. reported robust Q2 FY2026 financial results with total net sales of $111,184M, up 16.5% YoY from $95,359M, led by iPhone revenues of $56,994M (+21.7% YoY) and Services at $30,976M (+16.3% YoY); net income increased 19.4% YoY to $29,578M. For the six months ended March 28, 2026, net sales reached $254,940M (+16.1% YoY) and net income $71,675M (+17.2% YoY), though Mac revenues declined 0.9% YoY to $16,785M and Wearables, Home and Accessories grew only 0.7% to $19,394M (flat). The company repurchased $36,293M in common stock during the period amid strong operating cash flow of $82,627M.

• ·Diluted EPS for three months ended March 28, 2026: $2.01, up from $1.65 YoY.
• ·Cash generated by operating activities for six months: $82,627M vs $53,887M YoY (+53.4%).
• ·Common stock repurchases: $36,293M for six months ended March 28, 2026.
• ·Total shareholders’ equity as of March 28, 2026: $106,491M, up significantly from $73,733M as of September 27, 2025.
• ·Dividends declared per share: $0.26 for three months ended March 28, 2026.

01-05-2026

Atmus Filtration Technologies reported Q1 2026 net sales of $478 million, up 14.6% YoY from $417 million, primarily driven by the Koch Filter acquisition, pricing, and currency benefits, though partially offset by lower volumes. Adjusted EBITDA rose to $95 million (19.8% margin) from $82 million (19.6% margin), with GAAP net income at $48 million and adjusted EPS at $0.69. The company reaffirmed FY2026 guidance for net sales of $1,945-$2,015 million and adjusted EBITDA margin of 19.5-20.5%, while repurchasing $7 million in shares.

• ·Power Solutions segment net sales $439 million; Industrial Solutions $38 million in Q1 2026.
• ·Koch Filter acquisition completed January 7, 2026.
• ·$150 million share repurchase program authorized July 2024; $62 million remaining as of March 31, 2026.
• ·Quarterly cash dividend of $0.055 per share.
• ·Adjusted free cash flow excludes $6 million acquisition costs and $1 million integration costs in Q1 2026.

01-05-2026

Mueller Wealth, LLC filed Form 13F-HR on May 1, 2026, disclosing its equity holdings as of March 31, 2026, with a total portfolio value of $125,394,619 across 17 positions. Key holdings include major ETFs such as SPDR Series Trust (State Street), Vanguard Total Stock Market ETF, and iShares funds, alongside individual stocks like NVIDIA Corporation (valued at $15,698,000) and Bank First Corp. No period-over-period comparisons or performance metrics are provided in the filing.

• ·Firm EIN: 825381242, incorporated in WI, fiscal year end 12/31
• ·Business address: 524 E Main Street, PO Box 341, Mishicot, WI 54228
• ·17 holdings reported under shared investment discretion (0 sole)

01-05-2026

Lester Murray Antman dba SimplyRich filed a 13F-HR on May 1, 2026, disclosing U.S. equity holdings as of March 31, 2026, totaling $390.927 million across 233 positions held solely. Top holdings include Alphabet Inc Class C (GOOG) at $27.348 million (95,336 shares), Apple Inc (AAPL) at $27.217 million (107,245 shares), and iShares MSCI USA Min VolFactor ETF (USMV) at $20.212 million (217,943 shares). The portfolio features a diversified mix of large-cap stocks, ETFs, and ADRs with no reported changes or performance metrics.

• ·Business address: 2601 Jefferson Street #407, Carlsbad, CA 92008
• ·SEC file number: 028-18236
• ·Includes significant cash equivalent position in Schwab Prime Advantage Money Investor (SWVXX): 683,773 shares valued at $683,000