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US Material Events SEC 8-K Filings — April 22, 2026

Material Events Monitor

50 high priority50 total filings analysed

Executive Summary

Across 50 SEC filings from April 22, 2026, dominant themes include aggressive M&A and divestitures in healthcare/pharma (e.g., Amneal's $1.1B biosimilars deal, Certara's $135M sale, NHC's $560M acquisition), positive financings extending runways (TuHURA $50M, HIVE $100M notes), and frequent leadership transitions (17 filings, mostly neutral/positive like Best Buy and lululemon CEO successions). Period-over-period trends show robust revenue growth averaging +20% YoY in reporting firms (e.g., ServiceNow +22%, Medpace +26.5%, Goosehead +23%), margin expansions in specialties (Amneal +750bps), but pockets of compression (Medpace net margin -300bps YoY) and volume declines (Kinder Morgan crude -12% YoY). Guidance raises in 5/50 (Amneal EBITDA to $740-770M, ServiceNow subs to $15.7B) signal confidence, while SPAC terminations (Oak Woods, Plus Automation) and extensions highlight M&A volatility. Capital allocation leans shareholder-friendly with buybacks (Goosehead $49.8M, ServiceNow 20.1M shares) and dividend hikes (Kinder Morgan +2%). Sector patterns favor biotech/healthtech growth amid biosimilars LOE opportunities ($300B+), but mixed sentiments (12/50) flag execution risks in integrations and approvals.

Tracking the trend? Catch up on the prior US Material Events SEC 8-K Filings digest from April 15, 2026.

Investment Signals(12)

  • Q1 rev +4% YoY to $723M, Specialty +23% to $133M, gross margin +750bps to 44.3%, FY2026 EBITDA guidance raised to $740-770M (from $720-760M), $1.1B Kashiv acquisition for biosimilars platform

  • $50M credit facility from largest stockholder extends runway to 2028 for IFx-2.0 Phase 3, non-dilutive at 12% interest with single-digit royalties

  • Q1 rev +23% YoY to $93.1M, Adj EBITDA +57% to $24.4M, policies in force +14% to 1.97M, FY2026 guidance 10-19% organic rev growth, $49.8M buybacks

  • ServiceNow(BULLISH)

    Q1 sub rev +22% YoY to $3.67B beating guidance, cRPO +22.5% to $12.64B, FY2026 sub rev raised to $15.735-15.775B (+22-22.5%), 20.1M shares repurchased

  • Q1 rev +26.5% YoY to $706.6M, net new awards +23.7% to $618.4M, EBITDA +25.9% to $149.4M, FY2026 rev guidance $2.755-2.855B (+8.9-12.8%)

  • Q1 net income +36% YoY to $976M, Adj EBITDA +18% to $2.539B, dividend +2% to $0.2975/share, Moody's upgrade to Baa1, $505M Monument acquisition

  • NB Bancorp(BULLISH)

    Q1 net income +95% QoQ to $15M ($0.36/share), NII +10.4% to $64.9M, NIM +2bps to 3.94%, loans +3.7% to $6.21B, deposits +4.2% to $6.10B, $0.07 dividend

  • $100M 0% exchangeable notes (upsized from $75M) at 17.5% premium, net proceeds $95M for GPUs/data centers, capped calls at 125% premium

  • $560M acquisition of 35 facilities accretive to earnings/cash flow, closing Q3 2026 post-HSR review

  • Heidi O’Neill (Nike vet grew rev $9B-$45B) as CEO Sep 8 2026, interim co-CEOs ensure continuity for innovation/growth

  • Best Buy(BULLISH)

    Jason Bonfig (key growth initiatives) succeeds CEO Oct 31 2026, smooth transition praised by board

  • Certara(BULLISH)

    $135M sale of $50M rev Regulatory unit (closing Q2 2026) to focus on MIDD, proceeds for value creation

Risk Flags(10)

  • Termination of Huajin merger (orig Aug 2023), revoking S-4, seeking extension amid Nasdaq risks

  • Mutual termination of Churchill merger (orig Jun 2025) due to market conditions

  • Medpace Holdings[MEDIUM RISK]

    Backlog +2.9% only to $2.93B (book-to-bill 0.88x), net margin -300bps YoY to 17.5%

  • Kinder Morgan[MEDIUM RISK]

    Refined products vols -2% YoY, crude/condensate -12% YoY, net income outlook flat at $3.1B

  • NB Bancorp[MEDIUM RISK]

    Operating NI -25% QoQ to $15.8M, provision expense $6.3M (from $1.1M release), salaries +20.5% QoQ

  • Director elections faced opposition (e.g., Borck 10.7M For vs 4.7M Against), exec comp advisory 10.1M For vs 5.3M Against

  • PubMatic[MEDIUM RISK]

    CROs departing (Klimenko thru Jul, Dozeman thru May), despite prelim Q1 rev $62.4M beat

  • FreeCast[MEDIUM RISK]

    Related-party $3.4M note at 12% (default 18%), CEO-controlled lender, maturity Jun 2027

  • Mixed sentiment on $1.1B Kashiv deal (H2 2026 close, reg/shareholder risks), AvKARE rev -4% YoY

  • President Millis retirement Apr 24 2026, post-retirement director comp only

Opportunities(10)

  • $375M cash/equity +$350M milestones for 12+ biosimilars by 2030 targeting $300B LOE, $400-500M synergies, standalone guidance raised

  • TuHURA Financing(OPPORTUNITY)

    $50M non-dilutive debt to 2028 runway for IFx-2.0 Ph3/TBS-2025 milestones

  • HIVE Notes Offering(OPPORTUNITY)

    $100M (opsized) for GPU/data center expansion, exchange premium 17.5%

  • NHC/NHI Deal(OPPORTUNITY)

    $560M for 35 facilities accretive, Q3 2026 close, operational continuity

  • Certara Divestiture(OPPORTUNITY)

    $135M for $50M rev unit, Q2 close, refocus on high-growth MIDD

  • Goosehead Growth(OPPORTUNITY)

    23% rev/57% EBITDA YoY, 14% policies, FY guide 12-20% premiums, buybacks

  • ServiceNow M&A/Guidance(OPPORTUNITY)

    Armis/Veza acquisitions, FY sub rev raised 22%+, cRPO +22.5%

  • $250M+ AI Battery Intel SPAC, H2 2026 Nasdaq list, backed by Stellantis/BlackBerry

  • Zoned Properties Sale(OPPORTUNITY)

    $9M for 3 properties (cash+note), closing Jun 2026

  • Spire Sale(OPPORTUNITY)

    $75M (1.4x rate base) MS utility divestiture, proceeds for infra, Q1 FY2027 close

Sector Themes(6)

  • Healthcare/Pharma M&A Surge(BULLISH SECTOR)

    8/50 filings (Amneal $1.1B biosimilars, NHC $560M facilities, Certara $135M sale, Spire $75M divest) targeting synergies/accretions, H2 2026 closes, $300B+ LOE tailwinds vs flat backlog in CROs like Medpace

  • Biotech Financings Positive(BULLISH BIOTECH)

    7/50 (TuHURA $50M debt, HIVE $100M notes, Firefly $8M units, Genvor $800k note/warrants, Hepion $700k equity) extend runways to 2027-2028 Ph3/FDA catalysts, non-dilutive prefs

  • Leadership Transitions Orderly(NEUTRAL STABLE)

    17/50 neutral/positive (Best Buy/Lululemon CEOs Sep/Oct 2026, Amgen CTO retirement Jun, DocGo chair appt), no disagreements, focus on AI/innovation

  • SPAC Volatility(BEARISH SPAC)

    7/50 terminations/extensions (Oak Woods/Huajin term, PlusAI term, Everest/TLGY extensions, Iron Horse new $250M deal), seeking deadlines to Jul 2026

  • Revenue Momentum in Services(BULLISH SERVICES)

    6/50 +20%+ YoY (ServiceNow +22%, Goosehead +23%, Medpace +26.5%, NB Bancorp NII +10% QoQ), guidance raises but margin mixed (-300bps Medpace vs +750bps Amneal)

  • Capital Returns Strong(BULLISH SHAREHOLDERS)

    Buybacks/dividends in 5/50 (Goosehead $49.8M/14% policies, ServiceNow 20.1M shares, Kinder +2% div, NB $0.07), vs reinvestment in infra/deals

Watch List(8)

  • H2 2026 Kashiv close (shareholder/reg apps), FY guide update post-Q1 prelims [Q2-Q3 2026]

  • Q2 sub rev guide $3.815-3.820B, Middle East headwinds/Margin pressures from Armis [May 2026]

  • Q1 full results May 7 2026 webcast, CRO transitions thru Jul/May, AI momentum [May 7 2026]

  • Shareholder vote for biz combo deadline extension, Nasdaq compliance risks [Near-term]

  • NHC Acquisition
    👁

    Q3 2026 close post-HSR review, accretion confirmation [Q3 2026]

  • CEO reassumes President May 31 2026, FY guide $2.755-2.855B rev [Q2 2026]

  • Iron Horse Merger
    👁

    H2 2026 Nasdaq list post-S-4/stockholder vote, $250M+ Electra AI battery [H2 2026]

  • FY 10-19% organic rev/12-20% premiums, client retention 85% [Q2 Earnings]

Filing Analyses(50)
Amneal Pharmaceuticals, Inc.8-Kmixedmateriality 10/10

22-04-2026

Amneal Pharmaceuticals announced a definitive agreement to acquire Kashiv BioSciences for $375 million cash and $375 million equity at closing, plus up to $350 million in milestone payments and royalties, to build a fully integrated global biosimilars platform targeting over $300 billion in biologics LOE opportunities, expecting more than 12 commercial biosimilars by 2030. Preliminary Q1 2026 results showed consolidated net revenue of $723 million (+4% YoY), with Specialty net revenue up 23% to $133 million, Affordable Medicines up 2% to $423 million, but AvKARE down 4% to $166 million; gross margin expanded 750 bps to 44.3%. The company raised FY2026 standalone guidance, including Adjusted EBITDA to $740 million-$770 million (from $720 million-$760 million) and Adjusted diluted EPS to $0.95-$1.05.

  • ·Transaction expected to close in H2 2026, subject to shareholder and regulatory approvals.
  • ·Expected $400M-$500M in financial synergies from acquisition.
  • ·CREXONT® contributed $21M, Brekiya® $5M, RYTARY® $44M, UNITHROID® $36M in Q1 Specialty revenue.
  • ·FY2026 guidance assumes ~330M weighted-average diluted shares; operating cash flow raised to $350M-$400M.
TuHURA Biosciences, Inc./NV8-Kpositivemateriality 9/10

22-04-2026

TuHURA Biosciences announced a $50 million credit facility from an affiliate of its largest stockholder, K&V Investment One LLC, providing non-dilutive funding to extend cash runway into 2028 for pipeline development, including IFx-2.0 through Phase 3 results and TBS-2025 to key efficacy milestones. The facility allows monthly draws as needed at 12% annual interest, secured by company assets, with principal due at 5-year maturity on April 21, 2031, and includes a low to mid-single digit royalty on IFx-2.0 commercial sales. No declines or flat metrics reported; forward-looking risks include potential inability to draw funds or insufficient coverage for operations.

  • ·Draws available monthly on as-needed basis for clinical development and operations
  • ·Interest paid monthly; principal repayment at maturity on April 21, 2031
  • ·Low to mid-single digit royalty on annual commercial sales of IFx-2.0 by Company or sublicensees
  • ·Merger with Kineta Inc. on June 30, 2025 acquired TBS-2025
  • ·10-K for fiscal year ended December 31, 2025 filed March 31, 2026
AMGEN INC8-Kpositivemateriality 7/10

22-04-2026

Amgen announced the retirement of David M. Reese, M.D., Executive Vice President and Chief Technology Officer, effective June 30, 2026, following his contributions to innovative medicines, biosimilars, pipeline advancement, and early adoption of AI in R&D since joining in 2005. Effective June 1, 2026, organizational changes to emphasize convergent innovation include appointing James Bradner, M.D., as EVP Research and Development, Artificial Intelligence and Data; Sean Bruich as SVP Chief Technology Officer; Murdo Gordon as EVP Amgen Global Markets and Policy; with Paul Burton, M.D., Ph.D., continuing as SVP Chief Medical Officer. These adjustments aim to integrate biology, data science, and advanced technologies to accelerate medicine discovery and enhance patient engagement.

  • ·David M. Reese joined Amgen in 2005 as clinical development leader in oncology; served as EVP R&D from 2018 to 2023.
  • ·Amgen part of Dow Jones Industrial Average and Nasdaq-100 Index.
  • ·Contacts: Elissa Snook (media, 609-251-1407); Casey Capparelli (investors, 805-447-1746).
EQUITY BANCSHARES INC8-Kmixedmateriality 7/10

22-04-2026

At the April 21, 2026 Annual Meeting, Equity Bancshares, Inc. stockholders approved the Second Amendment to the 2022 Omnibus Equity Incentive Plan, increasing authorized Class A common shares by 1,000,000, and ratified Crowe LLP as auditors for 2026 with overwhelming support (18,053,940 For). The Board elected D. Scott Rogerson as a new Class I director following Randee R. Koger's retirement and elected five Class III directors, though some faced significant opposition (e.g., Leon H. Borck: 10,731,420 For vs. 4,737,720 Against; Gregory L. Gaeddert: 10,325,725 For vs. 5,143,415 Against). An advisory vote on 2025 named executive officer compensation passed but with notable dissent (10,134,760 For vs. 5,339,154 Against).

  • ·Annual Meeting director election votes: C. Kendric Fergeson - For: 15,433,057; Against: 36,083; Abstain: 26,327
  • ·Annual Meeting director election votes: Benjamin M. Hutton - For: 12,961,617; Against: 2,507,529; Abstain: 26,321
  • ·Annual Meeting director election votes: Lisa A. Schlehuber - For: 15,444,046; Against: 24,957; Abstain: 26,464
  • ·Say-on-pay advisory vote: For: 10,134,760; Against: 5,339,154; Abstain: 21,553
  • ·Plan amendment vote: For: 13,875,282; Against: 1,609,920; Abstain: 10,265
  • ·Auditor ratification: For: 18,053,940; Against: 79,970; Abstain: 242
  • ·Proxy Statement filed March 12, 2026
DocGo Inc.8-Kneutralmateriality 6/10

22-04-2026

On April 17, 2026, Stephen K. Klasko, MD notified DocGo Inc. of his decision to step down from the Board and committees effective at the conclusion of the 2026 Annual Meeting on June 16, 2026, due to a new healthcare leadership role, with no disagreements on company matters. The Board appointed Michael Burdiek as independent Chair and Jim Travers to the Audit and Compliance Committee and Nominating and Corporate Governance Committee, effective around the same time. On April 21, 2026, the Board formed a special committee chaired by Mr. Burdiek with Vina Leite and Ira Smedra to identify corporate efficiencies and cost reductions to accelerate profitability.

  • ·Dr. Klasko joined the Board in October 2024.
  • ·Special committee appointments effective immediately on April 21, 2026.
HIVE Digital Technologies Ltd.8-Kpositivemateriality 9/10

22-04-2026

HIVE Digital Technologies Ltd. announced the upsizing and pricing of a private offering of US$100 million aggregate principal amount of 0% exchangeable senior notes due 2031 (upsized from US$75 million), issued by its subsidiary HIVE Bermuda 2026 Ltd., with an option for initial purchasers to buy an additional US$15 million. The notes carry an initial exchange price of approximately US$2.57 per common share (17.5% premium to the April 16, 2026 Nasdaq closing price) and net proceeds of approximately US$95 million (or US$109.5 million if option exercised) will fund general corporate purposes, capital investments including GPUs, and data center development. The company also entered capped call transactions with a cap price of US$4.92 per share (125% premium to closing price), funded partly by US$17.2 million in cash on hand.

  • ·Notes mature on April 15, 2031; exchangeable starting under certain conditions prior to January 15, 2031.
  • ·Expected closing date: April 21, 2026, subject to customary conditions.
  • ·Holders can require repurchase on April 15, 2029, or upon fundamental change.
  • ·Issuer may redeem prior to April 20, 2029 only on tax events; after April 20, 2029 if share price >=130% of exchange price.
  • ·Common shares expected to cease trading on TSXV and commence on TSX around April 30, 2026; TSX listing conditional by June 30, 2026.
  • ·Capped call transactions to reduce dilution upon exchange, subject to anti-dilution adjustments.
Oak Woods Acquisition Corp8-Knegativemateriality 9/10

22-04-2026

Oak Woods Acquisition Corp terminated its Merger Agreement with Huajin (China) Holdings Limited, originally signed on August 11, 2023, effective April 16, 2026, following a settlement on March 15, 2026, with no fees or penalties payable by either party. The company is revoking its Registration Statement on Form S-4 (No. 333-280240), filed June 14, 2024, and related proxy solicitation, canceling the planned extraordinary general meeting and proxy solicitation for the Business Combination. It plans to file for a shareholder extension of its business combination deadline, amid risks of failing to complete a deal or meet Nasdaq listing standards.

  • ·Registration Statement File No. 333-280240 filed June 14, 2024
  • ·Company filing Form RW to withdraw Registration Statement and proxy
  • ·Securities previously registered on no current exchange listing
NATIONAL HEALTHCARE CORP8-Kpositivemateriality 9/10

22-04-2026

National Healthcare Corporation (NHC) entered a Purchase and Sale Agreement to acquire real estate of 32 skilled nursing facilities and 3 independent living facilities from National Health Investors, Inc. (NHI) for $560 million, expected to close in Q3 2026 and be accretive to earnings and cash flow. NHC currently leases and operates most of these facilities and will continue doing so post-acquisition, except for four Florida skilled nursing facilities which will be leased to a third-party operator. The transaction is subject to customary closing conditions including HSR antitrust review, with risks of termination or delays noted.

  • ·Facilities located in Alabama, Florida, Kentucky, Missouri, South Carolina, Tennessee, and Virginia
  • ·Subject to Hart-Scott-Rodino Antitrust waiting period
  • ·NHC operates under prior Master Agreement to Lease with NHI
Joby Aviation, Inc.8-Kneutralmateriality 6/10

22-04-2026

Didier Papadapoulos, President of Aircraft OEM at Joby Aviation, Inc., notified the company of his resignation effective July 3, 2026, to spend time with family and pursue personal interests after five years leading aircraft development efforts. The departure is not due to any disagreement with the company, which expressed gratitude for his contributions and expects him to provide ongoing advisory services.

  • ·Resignation notification date: April 20, 2026
  • ·Filing signed on April 21, 2026
  • ·SEC filing date: April 22, 2026
Plus Automation, Inc.8-Knegativemateriality 9/10

22-04-2026

Churchill Capital Corp IX and Plus Automation, Inc. (PlusAI) mutually terminated their Agreement and Plan of Merger and Reorganization, originally entered on June 5, 2025, effective April 20, 2026, citing market conditions. The termination involves AL Merger Sub I, Inc. and AL Merger Sub II, LLC as subsidiaries of Churchill. No financial terms or impacts from the termination are disclosed.

  • ·Filing Date: April 22, 2026
  • ·Registrant CIK: 0002086744
  • ·IRS Employer Identification No.: 93-2913093
  • ·Principal Executive Offices: 3315 Scott Boulevard, Suite 300, Santa Clara, California 95054
FreeCast, Inc.8-Kmixedmateriality 8/10

22-04-2026

FreeCast, Inc. entered into a Renewal Revolving Convertible Promissory Note on April 20, 2026, with Nextelligence, Inc. (controlled by CEO William A. Mobley, Jr.), renewing a prior note up to $5M principal, with $5,114,052 outstanding as of the effective date. Nextelligence converted $1,714,052 of principal into 484,354 shares of Class A common stock, reducing the outstanding principal to $3,400,000 at 12% interest, due June 30, 2027; however, the note remains a significant related-party obligation with potential default rate of 18%. The shares were issued in an unregistered transaction exempt under Sections 4(a)(2) and 3(a)(9) of the Securities Act.

  • ·Note interest rate: 12% per annum; default rate: 18% per annum.
  • ·Maturity date: June 30, 2027.
  • ·Conversion price: closing price of Class A common stock on Nasdaq on most recent trading day prior to conversion notice.
  • ·Company has right to prepay with 5 days prior notice.
  • ·Shares issued exempt under Sections 4(a)(2) and 3(a)(9) of Securities Act; Nextelligence is accredited investor.
Everest Consolidator Acquisition Corp8-Kpositivemateriality 7/10

22-04-2026

Everest Consolidator Acquisition Corporation filed a Certificate of Amendment to its Amended and Restated Certificate of Incorporation, modifying Section 9.1(b) of Article IX to permit withdrawal of interest earned on the Trust Account on or after January 20, 2026, for Permitted Expenses including taxes, legal costs, insurance, audits, and working capital related to seeking a business combination. The amendment was adopted by the Board of Directors and approved by stockholders in accordance with Delaware law. This change enhances liquidity access without releasing principal, supporting extended operations toward a potential business combination.

  • ·Original Certificate of Incorporation filed: March 8, 2021
  • ·Amended and Restated Certificate filed: November 23, 2021
  • ·Amendment signed: April 20, 2026
  • ·Registration Statement initially filed: October 18, 2021
HEARTLAND EXPRESS INC8-Kneutralmateriality 5/10

22-04-2026

David P. Millis, President of Millis Transfer and a director of Heartland Express, Inc., informed the company of his retirement from the presidency effective April 24, 2026, while continuing to serve as a director. In connection with his retirement, Mr. Millis will receive compensation and insurance benefits totaling $66,766 and 4,866 shares of common stock. Post-retirement, he will be eligible for standard non-employee director compensation as outlined in the company's 2026 proxy statement filed on April 2, 2026.

  • ·Informed the company of retirement decision on April 16, 2026
  • ·8-K filed on April 22, 2026, signed April 21, 2026
  • ·Director compensation details in proxy statement filed April 2, 2026
SPRUCE BIOSCIENCES, INC.8-Kneutralmateriality 8/10

22-04-2026

Spruce Biosciences, Inc. (NASDAQ: SPRB) announced a proposed underwritten public offering of shares of its common stock or pre-funded warrants, with joint book-running managers Leerink Partners, Guggenheim Securities, and Oppenheimer & Co., and co-managers Jones and Craig-Hallum. The company expects to grant underwriters a 30-day option to purchase up to 15% additional shares at the public offering price, less discounts. The offering is subject to market conditions, with no assurance on completion, size, or terms, and is made pursuant to a shelf registration on Form S-3 effective November 26, 2025.

  • ·Shelf registration on Form S-3 filed October 29, 2025, declared effective November 26, 2025.
  • ·Announcement date: April 20, 2026.
  • ·SEC filing date: April 22, 2026.
Brand Engagement Network Inc.8-Kpositivemateriality 8/10

22-04-2026

Brand Engagement Network, Inc. (BEN) announced a strategic investment of up to $1,000,000 in Accelevate Solutions, including an initial $250,000 payment, via a binding term sheet to advance AI in fleet operations and establish in-vehicle engagement channels. The collaboration integrates BEN's AI with Accelevate's fleet infrastructure, targeting the commercial fleet market with billions in tech spend, supported by BEN's newly granted U.S. Patent No. 12,581,163. No declines or flat metrics reported.

  • ·U.S. Patent No. 12,581,163 titled 'Systems and Methods for Delivering User-Specific Messages' granted to BEN.
  • ·Accelevate platform available on Geotab Marketplace and integrates with MyRadar.
  • ·Sources: Geotab State of Commercial Transportation Report (2024); International Energy Agency (IEA) Global EV Outlook.
US NUCLEAR CORP.8-Kneutralmateriality 4/10

22-04-2026

US Nuclear Corp. (UCLE) disclosed that Michael Pope resigned as a member of the Board of Directors effective immediately on April 16, 2026, to pursue other opportunities. The resignation did not result from any disagreement with the company's operations, policies, or practices. The 8-K filing was submitted on April 22, 2026.

BEST BUY CO INC8-Kpositivemateriality 10/10

22-04-2026

Best Buy Co., Inc. (NYSE: BBY) announced Jason Bonfig, current Chief Customer, Product and Fulfillment Officer, will succeed Corie Barry as CEO effective October 31, 2026, at the end of Q3, with Barry remaining as a strategic advisor for six months thereafter. The board highlighted Bonfig's role in key growth initiatives like the U.S. online Marketplace and Best Buy Ads, praising Barry's seven-year leadership through challenges. No immediate financial impacts were disclosed, but the transition is positioned as smooth with positive internal endorsement.

  • ·Bonfig joined Best Buy in 1999 as an inventory analyst.
  • ·Barry is the second-longest tenured CEO in Best Buy's history.
  • ·Investor contact: Mollie O'Brien (mollie.obrien@bestbuy.com); Media contact: Carly Charlson (carly.charlson@bestbuy.com)
Certara, Inc.8-Kpositivemateriality 9/10

22-04-2026

Certara, Inc. (Nasdaq: CERT) announced a definitive agreement to sell its Regulatory and Medical Writing business to Veristat for consideration of up to $135 million, expected to close in Q2 2026, sharpening focus on Model-Informed Drug Development (MIDD) and Clinical Intelligence. The divested business generated $50 million in revenue and $17 million in adjusted EBITDA in 2025, employing approximately 220 people. Certara plans to update its 2026 guidance upon close and deploy proceeds for long-term value creation.

  • ·Perella Weinberg Partners LP served as financial advisor and Troutman Pepper Locke LLP as legal counsel to Certara.
  • ·Guggenheim Securities, LLC served as financial advisor and McDermott Will & Schulte as legal counsel to Veristat.
  • ·Certara's clients span more than 2,600 biopharmaceutical companies, academic institutions, and regulatory agencies across 70 countries.
Jade Biosciences, Inc.8-Kneutralmateriality 5/10

22-04-2026

On April 18, 2026, the Board of Directors of Jade Biosciences, Inc. (JBIO) appointed Andrew King, BVMS, Ph.D. as President, Research & Development, effective immediately. Dr. King previously served as the Company’s Chief Scientific Officer and Head of Research & Development. No changes were made to Dr. King’s compensation in connection with the appointment.

  • ·Filing date: April 22, 2026
  • ·Event date: April 18, 2026
  • ·Principal executive offices: 221 Crescent St., Building 23, Suite 105, Waltham, MA 02453
SPIRE INC8-Kpositivemateriality 8/10

22-04-2026

Spire Inc. (NYSE: SR) announced the sale of its Mississippi natural gas distribution business, Spire Mississippi, to Delta Utilities (backed by Bernhard Capital Partners) for $75 million in cash, at a 1.4x multiple of 2025 rate base. The divested unit serves approximately 18,000 customers across 745 miles of pipelines in south-central Mississippi, representing a small portion of Spire's total ~2 million customers. Proceeds will fund infrastructure investments in Spire's remaining regulated utilities in Alabama, Missouri, and Tennessee, with closing expected in the first fiscal quarter of 2027 subject to regulatory approvals.

  • ·Transaction subject to customary closing conditions, including approval by the Mississippi Public Service Commission.
  • ·Spire employees directly supporting the business expected to transition to Delta Utilities.
  • ·Stinson LLP acted as legal counsel to Spire.
Genvor Inc8-Kpositivemateriality 8/10

22-04-2026

Genvor Inc entered into a securities purchase agreement effective April 16, 2026, with Evergreen Capital Management LLC for a convertible promissory note with aggregate principal up to $800,000 and warrants to purchase up to 600,000 shares of common stock, for a purchase price up to $666,668 payable in four tranches of $166,667 each. The first tranche was funded at initial closing, with remaining tranches contingent on the Company filing a Form S-1 registration statement for resale shares and receiving SEC comments. Additional exhibits include an Advisory Agreement with Brio Advisory Group LLC dated April 14, 2026.

  • ·Securities Purchase Agreement dated April 15, 2026
  • ·Convertible Promissory Note dated April 21, 2026
  • ·Common Share Purchase Warrant dated April 15, 2026, with exercise price of $1.00 per share, exercisable until April 15, 2031
  • ·Warrant shares allocated as 300,000 for first tranche and 300,000 for second tranche
  • ·Advisory Agreement dated April 14, 2026
Goosehead Insurance, Inc.8-Kpositivemateriality 9/10

22-04-2026

Goosehead Insurance reported Q1 2026 total revenues of $93.1 million, up 23% YoY, with core revenues increasing 15% to $79.5 million; net income rose to $8.0 million from $2.6 million, and Adjusted EBITDA surged 57% to $24.4 million. Total written premiums grew 13% to $1.1 billion, policies in force increased 14% to 1,973,000, corporate agent headcount rose 13% to 482, while franchise producers grew modestly 3% to 2,150. The company repurchased $49.8 million of shares and issued FY2026 guidance for 10-19% organic revenue growth and 12-20% total written premium growth.

  • ·Client Retention of 85% in Q1 2026
  • ·FY2026 guidance: Total revenues organic growth 10-19%, Total written premiums growth 12-20%
  • ·Line of credit $75.0M with $26.0M drawn as of March 31, 2026
  • ·Remaining share repurchase authorization $148.5M as of March 31, 2026
  • ·General and administrative expenses increased to $24.0M from $17.6M YoY
Zoned Properties, Inc.8-Kpositivemateriality 9/10

22-04-2026

Zoned Properties, Inc., through its subsidiaries, entered into a Real Estate Purchase and Sale Agreement on April 20, 2026, to sell three properties (Green Valley, Kingman, and Chino Valley) to Broken Arrow Herbal Center, Inc. for an aggregate $9.0 million. The purchase price allocation is $8.0 million for the Chino Property, $0.5 million each for Kingman and Green Valley Properties, payable via $4.0 million cash and a $5.0 million secured promissory note. Closing is scheduled for June 30, 2026, with Purchaser extension options to August 31 and September 30, 2026, for certain properties.

  • ·Properties: (i) 1732 W. Commerce Point Place, Green Valley, AZ 85614; (ii) 2095 E. Northern Avenue, Kingman, AZ 86409; (iii) 2144-2148 N. Road 1 East, Chino Valley, AZ 86323.
  • ·Purchaser exercising purchase options from existing lease agreements dated January 1, 2026.
  • ·Closing extensions: Purchaser may extend to August 31, 2026 (Green Valley and Kingman close June 30 for $1.0M cash aggregate; Chino to August 31), and further to September 30, 2026 for Chino with $1.0M supplemental deposit.
  • ·Properties sold 'as is, where is, with all faults'; Seller to remove certain monetary liens.
  • ·Default remedies: Seller retains deposit as liquidated damages on Purchaser default; Purchaser may terminate and recover deposit (less $100) or seek specific performance on Seller default.
lululemon athletica inc.8-Kpositivemateriality 10/10

22-04-2026

lululemon athletica inc. announced the unanimous Board approval of Heidi O’Neill, a Nike veteran with over 30 years of experience who helped grow Nike from $9+ billion to $45+ billion, as its next CEO effective September 8, 2026. Interim co-CEOs Meghan Frank and André Maestrini will return to their prior senior roles upon her arrival, ensuring continuity. The leadership transition aims to accelerate product innovation, brand relevance, and global growth.

  • ·Heidi O’Neill to be based in Vancouver upon joining.
  • ·Previous roles of O’Neill include President, Consumer, Product & Brand at Nike, overseeing product pipeline, brand voice, and operations.
  • ·Company to file proxy statement for 2026 annual meeting with details on participants including directors and executives.
Sky Quarry Inc.8-Kpositivemateriality 7/10

22-04-2026

Sky Quarry Inc. entered into an Amended and Restated Sales Agreement (A&R Sales Agreement) with Muriel Siebert & Co., LLC, replacing Cantor Fitzgerald & Co. as the sole sales agent for its at-the-market (ATM) equity offering program under a shelf registration statement. The A&R Sales Agreement maintains prior material terms, including a 3.0% commission to the agent, but updates the aggregate offering size for ATM Shares to $12,600,000 from the prior $4,700,000. No sales obligation exists, and the program can be suspended or terminated at the Company's discretion.

  • ·Shelf registration statement on Form S-3 (File No. 333-291721) filed November 21, 2025, declared effective December 18, 2025.
  • ·Common Stock trades under symbol SKYQ on Nasdaq Capital Market.
  • ·Legal opinion on legality of ATM Shares issuance and sale provided by Winston & Strawn LLP (Exhibit 5.1).
Medpace Holdings, Inc.8-Kmixedmateriality 9/10

22-04-2026

Medpace Holdings, Inc. reported first quarter 2026 revenue of $706.6 million, up 26.5% YoY from $558.6 million, with net new business awards of $618.4 million, up 23.7% YoY from $500.0 million, and EBITDA of $149.4 million, up 25.9% YoY. However, backlog grew only 2.9% to $2,929.2 million from $2,846.0 million, the net book-to-bill ratio was 0.88x, and net income margin declined to 17.5% from 20.5% YoY. President Jesse Geiger announced his retirement effective May 31, 2026, with CEO August Troendle reassuming the President role.

  • ·2026 full-year revenue guidance: $2.755B to $2.855B (8.9% to 12.8% growth over 2025 $2.530B revenue).
  • ·2026 full-year GAAP net income guidance: $487.0M to $511.0M.
  • ·2026 full-year EBITDA guidance: $605.0M to $635.0M.
  • ·Q1 2026 SG&A expenses: $47.9M, down from $57.9M in Q1 2025.
PROCORE TECHNOLOGIES, INC.8-Kpositivemateriality 7/10

22-04-2026

Procore Technologies, Inc. (NYSE: PCOR) appointed Vishal Misra, RKS Family Professor of Computer Science and Vice Dean of Computing and AI at Columbia University, to its Board of Directors on April 22, 2026. Misra, an accomplished entrepreneur who founded Infinio and AskHereFirst, and co-founded Cricinfo (acquired by ESPN), will bolster Procore's AI expertise amid surging demand for infrastructure. The company has powered over three million projects across 150+ countries with its AI-driven construction management platform.

  • ·Misra has served as professor at Columbia University for nearly 25 years.
  • ·Misra earned B.Tech. from IIT Bombay, M.S. and Ph.D. from University of Massachusetts Amherst.
  • ·Served on Board of Directors of DB Digital and invented live-microblogging at Cricinfo.
Iron Horse Acquisition II Corp.8-Kpositivemateriality 9/10

22-04-2026

Iron Horse Acquisition II Corp. (Nasdaq: IRHO) and Electra Vehicles, Inc. announced a definitive Business Combination Agreement valued at $250 million+ with earn-out targets, creating the world's first publicly traded pure-play AI Battery Intelligence company, expected to close in the second half of 2026 and list on Nasdaq under a new ticker. The deal has unanimous board approval and backing from investors like Stellantis, BlackBerry, and Ferrari Family Investments, following Iron Horse's $230 million IPO in December 2025. However, completion is subject to stockholder approval, SEC registration, and customary conditions, with no assurance of closing.

  • ·Electra founded in 2015, rooted in NASA research, DOE and DOD contracts
  • ·Iron Horse IPO completed December 2025
  • ·Tesla Cybertruck proof-of-concept drive: January 2025, 3,000 miles, 20% more range via Electra AI
  • ·Legal counsel: Loeb & Loeb LLP (Iron Horse), Latham & Watkins LP (Electra)
Beauty Health Co8-Kpositivemateriality 6/10

22-04-2026

The Beauty Health Company announced a corporate rebrand to SkinHealth Systems Inc., effective immediately, while continuing to trade on the Nasdaq Capital Market under the ticker symbol 'SKIN', with the new name reflected on Nasdaq starting April 23, 2026. This rebrand signifies the company's evolution into a clinically driven, science-backed medical aesthetics platform, anchored by its flagship Hydrafacial product and complemented by SkinStylus and HydraScalp with Keravive. SkinHealth Systems maintains one of the largest installed bases in the aesthetics industry with more than 36,000 devices worldwide.

  • ·New website: www.SkinHealthSystems.com
  • ·Provider locator: hydrafacial.com/find-a-hydrafacialist
  • ·Operates in North America, Europe, and Asia-Pacific
KINDER MORGAN, INC.8-Kmixedmateriality 9/10

22-04-2026

Kinder Morgan reported Q1 2026 net income attributable to KMI of $976 million, up 36% YoY from $717 million, Adjusted Net Income of $1,063 million (up 39%), Adjusted EBITDA of $2,539 million (up 18%), and Adjusted EPS of $0.48 (up 41%), driven by strong Natural Gas Pipelines performance. However, refined products volumes declined 2% YoY and crude/condensate volumes fell 12% YoY, while 2026 net income outlook remains flat at $3.1 billion despite modest 2-5% growth in adjusted metrics. The company approved a 2% higher dividend of $0.2975 per share, received a Moody's upgrade to Baa1, announced COO retirement and succession, and agreed to acquire Monument Pipeline for $505 million.

  • ·Net Debt-to-Adjusted EBITDA ratio ended Q1 2026 at 3.6 times; expected 3.8 times at end-2026.
  • ·Project backlog $10.1B, up $145M from Q4 2025; $8.9B (ex-CO2/gathering) with 5.6x first-full-year Project EBITDA multiple.
  • ·Annual average utilization of five major natural gas pipeline systems reached 90% in 2025 vs 74% in 2016.
  • ·Moody’s upgraded senior unsecured rating to Baa1 (stable outlook) on March 12, 2026.
  • ·James Holland retiring as COO effective September 4, 2026; succeeded by Ken Grubb.
CITIZENS FINANCIAL SERVICES INC8-Kpositivemateriality 6/10

22-04-2026

Citizens Financial Services, Inc. held its 2026 annual meeting of shareholders on April 21, 2026, in Wellsboro, Pennsylvania, where five Class 3 directors—Randall E. Black, Joseph B. Bower, Jr., Rinaldo A. DePaola, Janie M. Hilfiger, and Mickey L. Jones—were elected to serve three-year terms until the April 2029 annual meeting. Shareholders ratified the appointment of S.R. Snodgrass, A.C., Certified Public Accountants as independent auditor for the fiscal year ending December 31, 2026, approved the Citizens Financial Services, Inc. 2026 Equity Incentive Plan, and approved the compensation of named executive officers as disclosed in the proxy statement.

  • ·Retained directors not standing for election: Robert W. Chappell, Roger C. Graham, Jr., R. Joseph Landy, John P. Painter II, Thomas E. Freeman, Christopher W. Kunes, Terry B. Osborne, and David Z. Richards, Jr.
  • ·Meeting location: 11499 Route 6, Wellsboro, Pennsylvania.
Blaize Holdings, Inc.8-Kneutralmateriality 8/10

22-04-2026

Blaize Holdings, Inc. adopted a limited duration stockholder rights plan, expiring April 21, 2027, in response to a specific threat from stockholders seeking to form a group that could gain control without compensating all shareholders. The plan triggers upon any entity, person, or group acquiring 10% or more beneficial ownership of common shares, entitling other holders to purchase shares at a 50% discount to market price or exchange rights for one share. Existing owners at or above 10% may retain shares but cannot acquire more without triggering the plan, ensuring fair treatment for all stockholders.

  • ·Rights become void for the triggering person, entity, or group.
  • ·Plan does not prevent Board-determined actions in the best interest of the Company and stockholders.
  • ·Further details to be in a subsequent Form 8-K filing.
Okta, Inc.8-Kneutralmateriality 6/10

22-04-2026

Okta, Inc. announced that Larissa Schwartz intends to leave her role as Chief Legal Officer and Corporate Secretary effective July 31, 2026, transitioning to a senior advisor role through January 31, 2027. During the transition, she will continue receiving her current base salary until July 31, 2026, followed by a monthly base salary of $21,483, with continued benefits and equity vesting eligibility. She is also eligible for a lump-sum severance payment equal to nine months of her current base salary upon execution of a release of claims.

  • ·Transition and separation agreement dated April 21, 2026, to be filed as exhibit to Form 10-Q for quarter ending April 30, 2026.
  • ·Event reported as of April 21, 2026; filing dated April 22, 2026.
NB Bancorp, Inc.8-Kmixedmateriality 9/10

22-04-2026

NB Bancorp reported Q1 2026 net income of $15.0 million ($0.36 per diluted share), up from $7.7 million ($0.19) in the prior quarter, driven by net interest income growth of 10.4% to $64.9 million and net interest margin expansion to 3.94% (up 2 bps QoQ). Loans grew 3.7% to $6.21 billion and total deposits increased 4.2% to $6.10 billion. However, operating net income declined to $15.8 million ($0.38/share) from $21.2 million ($0.51), provision for credit losses swung to an expense of $6.3 million from a $1.1 million release, and salaries/employee benefits rose 20.5% due to headcount growth post-acquisition.

  • ·Quarterly cash dividend of $0.07 per share declared, payable May 20, 2026 to shareholders of record May 6, 2026.
  • ·Allowance for credit losses $80.2 million (1.29% of total loans) at Q1 end, down from $87.4 million (1.46%).
  • ·Commercial and industrial loans up 13.4% QoQ; multi-family residential loans up 4.0% QoQ.
  • ·Noninterest expense down 13.4% overall to $42.7 million, driven by 96.6% drop in merger expenses.
XMax Inc.8-Kneutralmateriality 5/10

22-04-2026

XMax Inc. renewed the employment agreement with CEO Xiaohua Lu on April 21, 2026, for a one-year term subject to renewal. Under the agreement, Mr. Lu will receive an annual salary of $80,000 and is eligible for an annual cash bonus at the Board's discretion. No other changes to compensation or officer status were reported.

  • ·Employment Agreement filed as Exhibit 10.1
  • ·Agreement renewal dated April 21, 2026; 8-K filed April 22, 2026
Barinthus Biotherapeutics plc.8-Kpositivemateriality 7/10

22-04-2026

Barinthus Biotherapeutics plc appointed Douglas Swirsky as Chief Financial Officer and principal accounting officer, effective May 1, 2026. Mr. Swirsky brings over 25 years of experience, including prior CFO roles at MaxCyte, Inc. and AavantiBio, Inc., and will provide services via a master services agreement with Grand Strand BioAdvisors LLC for a monthly fee of $20,000. No family relationships or undisclosed arrangements exist with directors or officers.

  • ·Douglas Swirsky, age 56, is a certified public accountant in Maryland and CFA charterholder; holds B.S. from Boston University and M.B.A. from Northwestern University Kellogg School.
  • ·Currently serves as chairman of Cellectar Biosciences, Inc. board and Senior Advisor to MaxCyte’s CEO.
  • ·MSA includes D&O liability insurance and indemnification for Mr. Swirsky on terms no less favorable than other officers.
Quince Therapeutics, Inc.8-Kpositivemateriality 5/10

22-04-2026

On April 22, 2026, Quince Therapeutics, Inc. increased its Board of Directors from three to four members and appointed June Bray as a Class I director, effective immediately, until the 2026 Annual Meeting of Stockholders. The Board determined Ms. Bray to be independent under Nasdaq standards and appointed her to the Nominating & Governance Committee, Audit Committee, and Compensation Committee. Ms. Bray will receive standard non-employee director compensation, including a $38,000 annual Board retainer plus $7,500, $5,500, and $4,000 for her committee services, but no initial option grant.

  • ·Board size increased to four directors.
  • ·Ms. Bray has no family relationships with directors or officers and no material interests under Item 404(a) of Regulation S-K.
  • ·Compensation per Outside Director Compensation Policy (Exhibit 10.14 to 10-K filed April 10, 2026).
  • ·Standard indemnification agreement (Exhibit 10.4 to 10-K filed April 10, 2026).
FIREFLY NEUROSCIENCE, INC.8-Kpositivemateriality 8/10

22-04-2026

Firefly Neuroscience, Inc. consummated an additional closing under its March 8, 2026 Securities Purchase Agreement, issuing 5,333,333 Units to an accredited investor for $8,000,000 at $1.50 per Unit. The company entered into an Amended and Restated Lock-Up Agreement imposing a 30-day transfer restriction on Lock-Up Securities ending May 16, 2026, and extended the deadline to file a Registration Statement with the SEC to May 21, 2026. No declines or flat metrics were reported in this financing update.

  • ·Lock-Up Period: April 16, 2026 to May 16, 2026 (30 days).
  • ·Registration Statement filing deadline extended to May 21, 2026; effectiveness targeted within 45-90 days post-filing.
  • ·Securities issued in private placement exempt under Section 4(a)(2) and Rule 506(b) of Securities Act.
PERPETUA RESOURCES CORP.8-Kneutralmateriality 7/10

22-04-2026

Perpetua Resources Corp. filed an 8-K on April 22, 2026, disclosing entry into Amendment No. 2 to the Engineering, Procurement, and Construction Management Services Agreement dated April 16, 2026, between its subsidiary Perpetua Resources Idaho, Inc. and Hatch Ltd. The amendment is attached as Exhibit 10.1 with portions redacted pursuant to Regulation S-K Item 601(b)(10)(iv) and schedules omitted per Item 601(b)(2). No financial terms or quantitative impacts are detailed in the filing.

  • ·8-K Items: 1.01 (Entry into Material Definitive Agreement), 9.01 (Financial Statements and Exhibits)
  • ·Exhibit 10.1 includes Cover Page Interactive Data File (Inline XBRL) as Exhibit 104
Nexalin Technology, Inc.8-Kpositivemateriality 8/10

22-04-2026

Nexalin Technology, Inc. (NXL) announced entry into agreements with Lindus Health to advance its 160-participant, triple-blinded, sham-controlled pivotal clinical trial for the HALO™ Clarity device targeting moderate-to-severe insomnia, with enrollment expected to begin in Q2 2026 to support a planned De Novo FDA submission. The trial builds on prior peer-reviewed data showing significant improvements over sham. The global sleep tech devices market was $29.3 billion in 2025 and is projected to reach $153.7 billion by 2035.

  • ·Nexalin Gen-2 15 milliamp neurostimulation device approved in China, Brazil, Oman, and Israel.
  • ·Trial conducted in collaboration with Lindus Health for full-scope execution including regulatory submissions, patient identification, and biostatistics.
MasterBrand, Inc.8-Kneutralmateriality 6/10

22-04-2026

MasterBrand, Inc. (MBC) filed an 8-K on April 22, 2026, reporting under Items 5.02 (Director/Officer Departure/Election) and 8.01 (Entry into a Material Definitive Agreement), with an event date of April 17, 2026. The filing cross-references risk factors from its own 10-Q for the quarterly period ended October 31, 2025, and American Woodmark’s 10-Q for the period ended January 31, 2026, along with standard forward-looking statements and no-offer disclaimers. It was signed by R. David Banyard, Jr., President & Chief Executive Officer.

Hepion Pharmaceuticals, Inc.8-Kpositivemateriality 7/10

22-04-2026

Hepion Pharmaceuticals, Inc. entered into securities purchase agreements with accredited investors to sell 17,500,000 shares of common stock at $0.04 per share, raising gross proceeds of $700,000 in a private placement offering that closed on April 21, 2026. The shares were issued in reliance on exemptions from registration under Section 4(a)(2) of the Securities Act and Rule 506(b) of Regulation D. This financing event provides the company with additional capital, with no reported declines or flat metrics.

  • ·Common stock has par value of $0.0001 per share and trades under symbol HEPA on OTC QB.
  • ·Agreements include customary representations, warranties, conditions to closing, indemnification, and termination provisions.
CASELLA WASTE SYSTEMS INC8-Kneutralmateriality 7/10

22-04-2026

Casella Waste Systems, Inc. entered into Master Lease Agreement No. 68105 with The Huntington National Bank effective April 20, 2026, as Lessee for equipment described in future Schedules. The non-cancelable net lease requires unconditional rent payments by Lessee, who bears all risks, with no warranties from Lessor and security interest in the Collateral. No specific equipment details, rent amounts, or financial obligations are quantified in the agreement excerpt.

  • ·Agreement filed as EX-10.1 in 8-K on April 22, 2026, covering Items 1.01 (Entry into Material Definitive Agreement), 2.03 (Creation of Direct Financial Obligation), and 9.01 (Financial Statements and Exhibits)
  • ·Lease terms commence on Acceptance Date per Schedule; non-prepayable and non-terminable by Lessee
  • ·Lessor grants security interest in all Collateral across Schedules
TLGY ACQUISITION CORP8-Kneutralmateriality 7/10

22-04-2026

TLGY Acquisition Corp., a SPAC, entered into a Second Amendment to its Business Combination Agreement (originally dated July 21, 2025, and first amended January 21, 2026) with StablecoinX Assets Inc. and StablecoinX Inc., extending the Outside Date for termination to July 21, 2026 (12 months from the original agreement date). This provides additional time to satisfy closing conditions under Article VIII of the BCA for the proposed mergers, with no other amendments made. The amendment was signed by Young Cho, CEO of all parties.

  • ·Amends Section 9.1(b) of the BCA to set Outside Date as July 21, 2026.
  • ·Closing conditions remain in Article VIII of the BCA.
  • ·Executed in counterparts; incorporates certain miscellaneous provisions from the BCA.
ServiceNow, Inc.8-Kpositivemateriality 9/10

22-04-2026

ServiceNow reported Q1 2026 subscription revenues of $3,671 million, up 22% YoY (19% CC), beating the high end of guidance, with total revenues of $3,770 million also up 22% YoY; cRPO reached $12.64 billion (+22.5% YoY) and RPO $27.7 billion (+25% YoY). The company closed acquisitions of Armis and Veza to bolster security capabilities, repurchased 20.1 million shares, and raised FY2026 subscription revenue guidance to $15,735-$15,775 million (22-22.5% YoY), though noting ~75bp Q1 growth headwind from Middle East conflicts and near-term margin pressures from Armis integration.

  • ·Q2 2026 subscription revenues guidance: $3,815-$3,820M (22.5% YoY, 21-21.5% CC); cRPO growth 19-19.5%.
  • ·FY2026 subscription revenues guidance raised to $15,735-$15,775M (22-22.5% YoY, 20.5-21% CC).
  • ·Q1 impacted by ~75 basis points headwind to subscription growth from delayed Middle East deals.
  • ·Armis acquisition expected to add ~125bp to Q2/FY subscription growth but cause margin headwinds (e.g., 25bp sub gross margin, 200bp FCF margin FY2026).
GigaCloud Technology Inc8-Kneutralmateriality 6/10

22-04-2026

GigaCloud Technology Inc (Nasdaq: GCT) announced the planned retirement of Marshall Bernes, Head of Brand Center, from his executive officer position within the next six months, while he will continue serving on the Board of Directors. The company has initiated a transition and succession planning process to appoint seasoned professionals, ensuring operational continuity for the Brand Center, which oversees product design and branding. Mr. Bernes, founder of Noble House, contributed to its integration, Brand Center development, and brand relationships over the past three years.

  • ·Marketplace first launched in January 2019
  • ·Filing date: April 22, 2026
Allegro Merger Corp.8-Kpositivemateriality 8/10

22-04-2026

On April 22, 2026, Allegro Merger Corp. entered into Warrant Support Agreements with holders of approximately 48.5% of its outstanding warrants to support a Warrant Amendment converting each Allegro Warrant into one-tenth of one share of SeeQC Common Stock upon merger closing. This advances the January 16, 2026 Merger Agreement with SeeQC, Inc., though 65% warrant holder approval is required and completion faces risks including failure to meet closing conditions. No financial metrics or declines reported.

  • ·SeeQC intends to file a Form S-4 registration statement including a prospectus for the merger.
  • ·Warrants are redeemable common stock purchase warrants exercisable for one share of Allegro common stock.
Prairie Operating Co.8-Kneutralmateriality 5/10

22-04-2026

Prairie Operating Co. (Nasdaq: PROP) announced the resignation of Gizman I. Abbas from its Board of Directors, effective May 15, 2026, which was not due to any disagreement with the company on operations, policies, or practices. During his tenure, Mr. Abbas served on the Compensation, Audit, and chaired the Nominating and Governance Committees. The Chairman, Interim CEO, and Mr. Abbas himself expressed mutual appreciation for his contributions and confidence in the company's ongoing strategy.

  • ·Announcement issued from Houston, Texas, on April 22, 2026.
  • ·Company focused on development and acquisition in the oil and liquids-rich regions of the DJ Basin.
PubMatic, Inc.8-Kmixedmateriality 8/10

22-04-2026

PubMatic reported preliminary Q1 2026 revenue of $62.4 million and adjusted EBITDA of $2.5 million, exceeding prior guidance of $58.0-60.0 million in revenue and $(0.5)-$1.0 million in adjusted EBITDA. However, Chief Growth Officer Paulina Klimenko and Chief Revenue Officer for the Americas Kyle Dozeman are departing for personal reasons, leading to a search for a global Chief Revenue Officer via Heidrick & Struggles. The company emphasized strong momentum in agentic AI solutions amid these leadership transitions.

  • ·Q1 2026 ended March 31, 2026; full audited results and earnings webcast scheduled for May 7, 2026 at 1:30pm PT.
  • ·Paulina Klimenko to remain in role through July 2026 for transition.
  • ·Kyle Dozeman to remain through end of May 2026 and continue in advisory capacity thereafter.
INNO HOLDINGS INC.8-Kneutralmateriality 5/10

22-04-2026

Effective April 16, 2026, Tao Tu resigned as a director of Inno Holdings Inc., also stepping down from the Audit and Compensation Committees, with no disagreements with the Company on operations, policies, or practices. On April 20, 2026, the Board appointed Shenghui Zhu, age 39 with over a decade of experience in the electronic products industry from roles at P&T Electronic Technology Co., Ltd. and Gecko Electronics Limited, as a replacement director and independent member of the Audit and Compensation Committees. The Company entered into an indemnification agreement with Mr. Zhu, with no family relationships, arrangements, or related party transactions disclosed.

  • ·Mr. Zhu received a Bachelor of Engineering in Electronic Information Engineering from Jiangxi University of Science and Technology in September 2010.
  • ·No arrangements or understandings pursuant to which Mr. Zhu was elected to the Board.
  • ·Exhibit 10.1: Form of Indemnification Agreement (incorporated by reference from Form S-1 filed October 20, 2023).

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