S&P 500 Consumer Discretionary Sector SEC Filings — March 03, 2026

03-03-2026

Flotek Industries, Inc. announced on March 3, 2026, entry into an agreement to coordinate the installation of up to 50 megawatts of power generation and related support equipment linked to federal disaster recovery initiatives. The press release is attached as Exhibit 99.1 under Item 7.01. No financial impacts or performance metrics were disclosed.

03-03-2026

On March 3, 2026, MarineMax, Inc. held its Annual Meeting where shareholders elected William Brett McGill, Odilon Almeida, and Daniel Schiappa as directors for three-year terms expiring in 2029, with vote tallies showing majority support but opposition ranging from 2.2M to 4.3M shares against each nominee. Shareholders also approved an advisory say-on-pay vote (13.8M for vs. 1.5M against), an amendment to the 2021 Stock-Based Compensation Plan increasing available shares by 415,000, and ratification of KPMG LLP as auditors for the fiscal year ending September 30, 2026 (19.5M for vs. 0.2M against). All proposals passed with the required majorities.

• ·Proposal 1 votes: William Brett McGill (13,942,834 For, 4,266,909 Against, 2,942 Abstain); Odilon Almeida (15,866,497 For, 2,300,069 Against, 46,119 Abstain); Daniel Schiappa (16,016,030 For, 2,190,405 Against, 6,250 Abstain).
• ·Proposal 2 (say-on-pay): 13,838,107 For, 1,536,192 Against, 2,838,386 Abstain.
• ·Proposal 3 (Plan amendment): 13,732,171 For, 1,627,312 Against, 2,853,202 Abstain.
• ·Proposal 4 (auditor ratification): 19,511,049 For, 205,500 Against, 904,493 Abstain.
• ·Definitive Proxy Statement filed January 21, 2026.

03-03-2026

Reinsurance Group of America, Incorporated completed the offering of $400 million aggregate principal amount of 6.375% Fixed-Rate Reset Subordinated Debentures due 2056 on March 3, 2026, receiving net proceeds of approximately $396 million after underwriting discounts for general corporate purposes, including refinancing debt obligations. The debentures are unsecured subordinated obligations, bearing fixed interest at 6.375% per annum until September 15, 2036, then resetting based on the Five-Year Treasury Rate plus 2.344%, with semi-annual payments starting September 15, 2026, and maturing on September 15, 2056. They rank junior to senior indebtedness but pari passu with certain existing subordinated debentures like RZB and RZC.

• ·Debentures issued pursuant to Base Indenture dated August 21, 2012, supplemented by Twelfth Supplemental Indenture dated March 3, 2026.
• ·Public offering price: 100% of principal amount.
• ·Redemption options include par during Par Call Periods (three months prior to Reset Dates), make-whole otherwise, 100% for Tax Event or Regulatory Capital Event, and 102% for Rating Agency Event.
• ·Underwriting Agreement dated February 24, 2026.

03-03-2026

Horizon Technology Finance reported Q4 2025 net investment income (NII) of $8.3M ($0.18 per share), down 20% YoY from $10.4M ($0.27 per share), and full-year NII of $44.4M ($1.05 per share), down 7% from $47.8M ($1.32 per share), driven by lower total investment income and a smaller debt portfolio. While debt portfolio yield was solid at 14.3% in Q4 (vs 14.9% prior) and 15.8% for FY (up from 15.6%), total portfolio shrank to $647.2M from $697.9M YoY, NAV per share fell 17% to $6.98, and net realized losses widened to $23.3M in Q4. The company ended with $154M committed backlog, funded $102.5M in new loans, and maintains strong liquidity with $142.7M cash.

• ·Weighted average credit rating of loan portfolio improved slightly to 2.9 from 3.1 YoY, but lower-rated loans (rating 1 and 2) increased to 13.1% of debt portfolio from 9.2%.
• ·Four debt investments rated 1 with fair value $24.5M (4.1% of debt portfolio).
• ·Net debt to equity leverage ratio 105% (below 120% target); asset coverage ratio 167%.
• ·Monthly distributions of $0.06 per share declared for April, May, June 2026.
• ·Post-quarter: Funded $30M to Pelthos Therapeutics (Jan 12, 2026) and $20M to Ossio (Jan 20, 2026).

03-03-2026

Flowco Holdings Inc. (NYSE: FLOC) completed its acquisition of Valiant Artificial Lift Solutions, LLC on March 3, 2026, for total consideration of approximately $200 million net of Valiant's cash, comprising $170 million in net cash funded by its ABL facility and 1.5 million shares of Class A common stock. The deal enhances Flowco's artificial lift portfolio with Valiant's ESP capabilities, enabling earlier well support and expanded presence in the Permian and other basins. CEO Joe Bob Edwards emphasized the cultural alignment and strategic synergies for delivering optimized solutions.

• ·Funded using available capacity under ABL facility
• ·Share amount originally determined based on 10-day volume-weighted average price as of January 30, 2026
• ·References Risk Factors in Form 10-K for fiscal year ended December 31, 2025

03-03-2026

Cal-Maine Foods, Inc. (CALM) announced the acquisition of shell egg, egg products, and prepared foods assets from Creighton Brothers LLC, including Crystal Lake LLC, for approximately $130 million, subject to customary post-closing adjustments. The transaction is funded entirely with available cash on hand. No prior period comparisons or financial impacts were disclosed in the filing.

• ·Acquisition announced on March 2, 2026
• ·Press release attached as Exhibit 99.1

03-03-2026

SmartStop Self Storage REIT, Inc. disclosed same-store metrics for facilities stabilized since January 1, 2025 (excluding four properties), showing physical occupancy slightly down YoY to 92.1% as of December 31, 2025 (from 92.3%), up to 92.7% in January 2026 (from 92.1%), and flat at 92.7% in February 2026. However, monthly web rates declined YoY across all periods (e.g., -4.1% to $0.93 in Dec, -13.3% to $0.91 in Jan), as did move-in rates (e.g., -15% to $0.85 in Jan), while in-place rates were flat to slightly up (e.g., +0.6% to $1.65 in Feb). This provides a mixed operational picture with stable occupancy but softening new customer pricing.

• ·Same-store facilities defined as stabilized and comparable properties included in consolidated results since January 1, 2025.
• ·Disclosure furnished under Item 7.01, not deemed 'filed' for liability purposes.

03-03-2026

Hycroft Mining Holding Corp filed its 2025 Form 10-K on March 3, 2026, reporting a debt-free balance sheet with $181.7M in cash and cash equivalents (rising to $194.1M by Feb 28, 2026), a 55% increase in measured and indicated gold and silver resources to 16.4M oz gold and 562.6M oz silver, and a perfect safety record with 0.00 TRIFR over 1.4M work hours. The company eliminated a net profits royalty for $2.5M, launched a major 2025-2026 drill program (26,000m core + 8,200m RC), and achieved over 950% total shareholder return in 2025, while being added to the MSCI Small Cap Index. However, the Preliminary Economic Assessment (PEA) technical report has been delayed beyond Q1 2026 due to expanded resource scale requiring additional engineering.

• ·Robust metallurgical recoveries of over 82.8% for gold and 77.5% for silver using pressure oxidation for sulfide mineralization.
• ·Initial drill results at Vortex expanded the zone approximately 70 meters northwest and 90 meters down-dip west, remaining open in all directions.
• ·2026 plans include accelerating drilling on high-grade silver systems, testing new targets, completing trade-off analysis for pressure oxidation vs. roasting, and in-fill RC drilling for potential heap leach restart.
• ·PEA delay due to resource increase to over one billion tonnes, requiring mine plan updates, TSF redesign, and revised production profiles.

03-03-2026

Brookfield Asset Management Ltd. (BAM) filed an 8-K on March 3, 2026, under Items 8.01 and 9.01, disclosing the issuance of a press release dated March 3, 2026 (Exhibit 99.1). The filing contains no specific financial or operational details from the press release. No performance metrics, positive or negative, are reported.

• ·Securities registered: Class A Limited Voting Shares (BAM) on New York Stock Exchange
• ·Commission File Number: 001-41563
• ·I.R.S. Employer Identification No.: 98-1702516

03-03-2026

AutoZone reported Q2 FY26 net sales of $4.3B, up 8.1% YoY, with domestic SSS up 3.4% and total company SSS up 3.3% on a constant currency basis, alongside opening 64 net new stores globally. However, gross margin declined 137 bps to 52.5% due to a LIFO charge, operating profit fell 1.2% to $698.5M, net income dropped to $468.9M from $487.9M, and diluted EPS decreased to $27.63 from $28.29. YTD net sales rose 8.2% to $8.9B, but operating profit declined 4.2% amid higher expenses.

• ·Net inventory per store: negative $105K (improved from negative $161K YoY)
• ·Operating expenses as % of sales: 36.1% vs 36.0% prior year
• ·Adjusted debt to EBITDAR: flat at 2.5x
• ·Expects to open 350-360 stores for full FY26
• ·Conference call: March 3, 2026 at 10:00 a.m. ET; replay through March 31, 2026

03-03-2026

Target Corporation (TGT) reported fourth-quarter 2025 net sales of $30.5B, down 1.5% YoY from $30.9B, with comparable sales declining 2.5% due to a 3.9% drop in store sales partially offset by 1.9% digital growth, though Food & Beverage, Beauty, Toys, Essentials, and Home categories grew and non-merchandise sales rose over 25%. Full-year 2025 net sales decreased 1.7% to $104.8B from $106.6B, GAAP EPS fell to $8.13 from $8.86, and Adjusted EPS was $7.57 in line with expectations despite declines in operating income. For 2026, guidance calls for ~2% net sales growth, operating margin up ~20 bps to 4.8%, and EPS of $7.50-$8.50.

• ·Q4 gross margin rate improved to 26.6% from 26.2% YoY due to lower shrink and supply chain costs.
• ·Full-year SG&A expense rate flat at 20.6% YoY on a GAAP basis, but Adjusted rose to 20.9%.
• ·Net interest expense increased to $445M full-year from $411M due to higher debt levels.
• ·Cash provided by operating activities $6.6B full-year, down from $7.4B.
• ·Inventory decreased to $12.3B from $12.7B as of Jan 31, 2026.

03-03-2026

Ziff Davis, Inc. entered into a Securities Purchase Agreement on March 2, 2026, to sell its Connectivity division to Accenture Inc. for an aggregate purchase price of $1.2 billion in cash, subject to customary adjustments and regulatory approvals. The transaction closing is uncertain due to required approvals and other conditions, as highlighted in forward-looking statements noting risks such as economic downturns and regulatory hurdles. A press release was issued on March 3, 2026, with full details to be provided in a separate 8-K filing.

• ·Filing includes Exhibit 99.1: Press Release dated March 3, 2026.
• ·Separate Current Report on Form 8-K will provide additional information on the Purchase Agreement.
• ·Registrant details: Delaware incorporation, Commission File Number 0-25965, I.R.S. Employer Identification No. 47-1051457, principal offices at 360 Park Ave S., 17th Floor, New York, New York 10010.

03-03-2026

L.B. Foster reported strong Q4 2025 results with net sales of $160.4M, up 25.1% YoY driven by 23.7% Rail and 27.3% Infrastructure growth, Adjusted EBITDA of $13.7M (+89.0% YoY), and operating cash flow of $22.2M used to reduce debt to $42.8M (leverage 1.0x). However, new orders fell 5.5% YoY, gross margins declined 260 bps to 19.7% due to UK Rail weakness and restructuring charges, and full-year 2025 sales grew only 1.7% to $540.0M with gross profit down 3.7%. The company issued 2026 guidance for net sales of $540-580M and Adjusted EBITDA of $41-46M.

03-03-2026

MarketWise, Inc.'s Board of Directors declared a quarterly cash dividend of $0.25 per share and a special cash dividend of $0.20 per share for holders of Class A common stock on March 2, 2026. A comparable distribution of $0.25 per unit was approved for holders of MarketWise, LLC units. Both the dividend and distribution will be paid on March 31, 2026, to holders of record as of March 18, 2026.

• ·Filing submitted under Items 7.01 (Regulation FD Disclosure) and 9.01 (Financial Statements and Exhibits) of Form 8-K

03-03-2026

Compass Diversified Holdings (CODI) elected Eugene Kim and Glenn Richter to its Board of Directors effective March 1, 2026, increasing the board size from seven to eight following Alexander S. Bhathal's resignation on February 28, 2026, due to other commitments. Kim, with over 25 years in private equity and investment banking, joins the Audit and Compensation Committees, while Richter, a former CFO of International Flavors & Fragrances Inc. and other major firms, joins the Audit and Nominating & Corporate Governance Committees. Company leadership expressed enthusiasm for their expertise in transactions, finance, operations, and transformations to support long-term value creation.

• ·Mr. Kim previously served as Managing Director at Compass Partners International and held roles at Goldman Sachs International and UBS/Warburg Dillon Read.
• ·Mr. Richter served as Senior Executive Vice President and CFO at TIAA, and CFO at RR Donnelley and Sears Roebuck & Co.
• ·Annual Report on Form 10-K for year ended December 31, 2025 filed with SEC on February 27, 2026.

03-03-2026

Oxford Square Capital Corp. reported Q4 2025 net asset value per share of $1.69, down from $1.95 QoQ and $2.30 YoY, driven by a $12.9M net decrease in net assets from operations including $16.0M unrealized depreciation and $2.3M realized losses. Net investment income was $5.4M ($0.07/share), slightly down QoQ from $5.6M despite total investment income rising to $10.4M from $10.2M, while expenses increased to $5.0M from $4.7M. The board declared monthly distributions of $0.035/share for April-June 2026.

• ·Weighted average credit rating 2.2 (fair value) and 2.3 (principal) as of Dec 31 2025, flat QoQ.
• ·Conference call held March 3, 2026 at 9:00 AM ET.
• ·Non-affiliated/non-control investments fair value $251.7M (Dec 2025) vs $256.2M (Dec 2024).

03-03-2026

Safe Harbor reported 29% YoY growth in emerging US cannabis markets' average deposit balances over the 12 months ended February 4, 2026, now representing 31% of total average deposit balances, driven by over 100 new customer depository accounts and strategic entry into high-growth states. However, total average deposit balances grew more modestly at 4.5% YoY. The company has facilitated more than $26B in cannabis-related transactions across 41 states and territories.

• ·Emerging markets include: New Markets Coming Online (Delaware, Minnesota, Kentucky, Alabama, Mississippi); Licensing Expansion (New York, New Jersey, Maryland, Connecticut, Missouri, Ohio); Operator Footprint Expansion (Pennsylvania, Illinois, Virginia, Florida).
• ·Average deposit balances defined as trailing 14-day average daily deposit balances at financial institution partners.
• ·Emerging US markets defined as states with cannabis programs launched or materially expanded within the past five years.

03-03-2026

MVB Financial Corp., holding company for MVB Bank Inc., redeemed all $40.0 million aggregate principal amount of its 4.25% Fixed-to-Floating Rate Subordinated Notes due 2030 on March 2, 2026, which qualified as Tier 2 capital and bore 7.67% interest at redemption. The redemption was funded by a $20.0 million draw on its revolving line of credit and cash on hand. No other period-over-period metrics or performance changes were reported.

• ·Redemption date: March 2, 2026; Filing date: March 3, 2026
• ·Notes structured to qualify as Tier 2 capital for regulatory purposes

03-03-2026

Upland Software reported Q4 2025 total revenue of $49.3M, down 28% YoY from $68.0M, and subscription revenue of $46.7M, down 27% YoY from $64.3M, primarily due to divestitures in Q1/Q2 2025. However, Adjusted EBITDA improved to $15.3M (31% margin) from $14.9M (22% margin), GAAP net income was $1.1M versus a $3.4M loss, and the company added 110 new customers including 15 major ones with 199 expansions. Guidance projects Q1 2026 revenue of $47.0-50.0M (24% decline at midpoint) and FY2026 revenue of $194.2-206.2M (8% decline at midpoint), offset by Adjusted EBITDA margin expansion to 28%.

• ·Earned 49 badges in G2’s Winter 2026 market reports.
• ·Recognized as a Major Player in IDC MarketScape: Worldwide General-Purpose Knowledge Discovery Software 2025 (November 2025).
• ·Included in Gartner Market Guide for RFP Response Management Applications (October 29, 2025).

03-03-2026

Cullen/Frost Bankers, Inc. filed an 8-K/A on March 3, 2026, amending its February 11, 2026 8-K under Item 7.01 to replace the initial investor presentation with an updated version as of December 31, 2025. The revisions add information on the company's technology strategy, update peer data, and correct certain items from the original exhibit. No specific financial metrics or performance changes are disclosed in the filing.

• ·Presentation available at https://investor.frostbank.com
• ·References most recent 10-K filed February 5, 2026

03-03-2026

Packaging Corporation of America announced that Director Paul T. Stecko will retire from the Board and not stand for reelection at the 2026 Annual Meeting, reducing the Board size from 10 to 9 directors, with no disagreements on company matters. Fabian C. Strauss, age 45, was promoted to Senior Vice President – Finance, Controller & Treasurer effective March 1, 2026, with an annual base salary of $455,000, serving as principal accounting officer. The company also approved new forms of equity award agreements for LTI grants and entered a post-retirement agreement with former EVP and CFO Robert Mundy, vesting his outstanding equity awards including 9,928 RSUs.

• ·Paul T. Stecko's retirement not due to any disagreement with PCA on operations, policies, or practices.
• ·Fabian C. Strauss joined PCA in January 2022; previously Chief Accounting Officer at EOS Energy Storage, Inc. (Nov 2020-Jan 2022).
• ·No family relationships or reportable transactions under Item 404(a) for Mr. Strauss.
• ·New equity agreements include revised vesting for retirement (age 55 + service = 70), death, or disability.
• ·Robert Mundy's retirement as Special Advisor effective March 1, 2026; subject to confidentiality, non-compete, non-solicit covenants.

03-03-2026

A shareholder in COCA-COLA EUROPACIFIC PARTNERS plc (CCEP) has crossed or reached a threshold, resulting in a holding of 37.07% of voting rights attached to shares (with 0% through financial instruments), equivalent to 166,128,987 total voting rights. No position from previous notification is provided, indicating this may be a new or significantly updated stake.

• ·Filing date: March 03, 2026
• ·Filing type: 6-K (Foreign Issuer Report)

03-03-2026

B&G Foods reported Q4 2025 net sales of $539.6M, down 2.2% YoY due to divestitures, though base business net sales rose 0.8% on pricing and volume gains; full-year 2025 net sales fell 5.4% to $1.83B with base business down 4.0% on volume declines. Adjusted EBITDA declined 1.6% to $84.7M in Q4 and 7.9% to $272.2M for the year, while segments showed mixed results with Meals up 13.3% in Q4 adjusted EBITDA but Specialty and Frozen & Vegetables declining. FY2026 guidance projects net sales of $1.655B-$1.695B and adjusted EBITDA of $265M-$275M amid ongoing divestitures of non-core brands like Green Giant U.S.

• ·Q4 gross profit margin improved to 22.7% from 21.5% YoY; adjusted gross profit margin to 23.0% from 22.2%.
• ·SG&A expenses rose 7.3% to $54.0M in Q4 and 3.7% to $194.9M for FY.
• ·Net interest expense down 2.1% to $38.8M in Q4 and 5.0% to $149.6M for FY.
• ·Non-cash impairments: $35.5M in Q4 FY25 (vs. $320M in Q4 FY24).
• ·Divested brands net sales in Q4 FY24: Le Sueur U.S. $12.4M, Don Pepino/Sclafani $4.0M.

03-03-2026

PennantPark Floating Rate Capital Ltd. filed an 8-K on March 3, 2026, under Items 7.01 (Regulation FD Disclosure) and 9.01, announcing its monthly distribution via a press release furnished as Exhibit 99.1. The filing includes standard forward-looking statement disclaimers and confirms the information is furnished, not filed. No specific financial metrics or distribution amounts were detailed in the Form 8-K itself.

• ·Common Stock (par value $0.001 per share) trades under symbol PFLT on the New York Stock Exchange.
• ·Principal executive offices: 1691 Michigan Avenue, Miami Beach, Florida 33139; Telephone: (786) 297-9500.

03-03-2026

On March 3, 2026, Smart Sand, Inc. entered into a Rule 10b5-1 trading plan to support its share repurchase program, authorizing purchases of up to $2.5 million in common stock (including commissions). The plan permits repurchases starting no earlier than March 16, 2026, and ending by the earlier of full utilization or May 11, 2026, in compliance with Rule 10b-18 volume limits. This structured approach allows repurchases during potential blackout periods, signaling management confidence in the stock.

• ·Trading plan references Company's 2025 Annual Report on Form 10-K and Form 8-K, both filed February 27, 2026.
• ·Repurchases limited to maximum daily target volume under Rule 10b-18.
• ·Broker has authority to execute trades on Company's behalf; no obligation to purchase specific shares or at specific times.

03-03-2026

FS Specialty Lending Fund filed an 8-K on March 3, 2026, announcing under Item 7.01 that a presentation containing financial and operating information will be made available in the Investor Relations section of its website (https://www.fssl.futurestandard.com/) after market close on March 3, 2026. The filing includes standard forward-looking statements disclaimers but discloses no specific financial metrics, amounts, or performance data. No period-over-period comparisons or quantitative details are provided in the document itself.

• ·Commission File Number: 811-24080
• ·I.R.S. Employer Identification No.: 33-4638504
• ·Principal executive offices: 3025 JFK Boulevard, OFC 500, Philadelphia, Pennsylvania 19104

03-03-2026

Ross Stores reported fourth quarter FY25 sales of $6.6B, up 12% YoY from $5.9B with comparable store sales rising a robust 9%, and diluted EPS of $2.00 exceeding guidance and prior-year $1.79 (21% growth excluding prior gain). Full-year FY25 sales reached a record $22.8B, up 8% YoY, with comparable sales +5%, but net income was flat at approximately $2.1B and diluted EPS growth was modest at 4.6% to $6.61 (10% excluding items). The company announced a new $2.55B two-year stock repurchase authorization (21% increase) and a 10% quarterly dividend hike to $0.445 per share, alongside FY26 guidance of 3-4% comparable sales growth and EPS of $7.02-$7.36.

• ·Q1 FY26 guidance: comparable sales +7% to +8%, EPS $1.60 to $1.67 (vs. prior $1.47)
• ·FY26 guidance: comparable sales +3% to +4%, EPS $7.02 to $7.36 (vs. FY25 $6.61)
• ·Quarterly dividend payable March 31, 2026 to shareholders of record March 13, 2026
• ·Cash from operations FY25 $3.0B, up from $2.4B prior year
• ·Capital expenditures FY25 $819M

03-03-2026

Transglobal Management Group, Inc. (formerly The Marquie Group, Inc.) entered into a Standby Equity Commitment Agreement with MacRab LLC on February 17, 2026, under which the investor committed to purchase up to $5M of the company's common stock at the company's discretion, priced at 85% of the average of the two lowest VWAPs over the five trading days following the clearing date, with a $0.001 minimum price per share and a 4.99% beneficial ownership cap. The company also entered a Registration Rights Agreement to register resale of the shares. No shares have been issued yet, and the agreements are filed as exhibits.

• ·Pricing based on average of the two lowest volume weighted average prices (VWAP) during the five trading days immediately following the applicable clearing date.
• ·Company controls timing and amount of sales, subject to agreement conditions.

03-03-2026

Superior Group of Companies reported Q4 2025 net sales of $146.6 million, up 0.8% YoY from $145.4 million, with net income increasing 66% to $3.5 million (EPS $0.23) and EBITDA rising 19% to $8.6 million. However, full-year 2025 net sales were nearly flat at 0.1% growth to $566.2 million from $565.7 million, while net income declined 42% to $7.0 million (EPS $0.46) from $12.0 million (EPS $0.73), and EBITDA fell 24.5% to $25.7 million. The company issued 2026 guidance for net sales of $572-585 million (up 1-3%) and EPS of $0.54-0.66 (up 17-43%).

• ·Cash and equivalents increased to $23.7M from $18.8M YoY.
• ·Total debt (current + long-term) rose to $93.7M from $86.0M.
• ·Operating cash flow FY 2025 was $19.7M, down from $33.4M in 2024.
• ·Share repurchases totaled $10.1M in FY 2025.
• ·Cash dividends per share remained $0.56 for FY 2025, flat YoY.
• ·Conference call replay available through March 17, 2026.

03-03-2026

Blackstone Secured Lending Fund (BXSL) entered into a Tenth Supplemental Indenture with U.S. Bank Trust Company, National Association, issuing $400M in aggregate principal amount of 5.250% notes due September 4, 2029, which closed on March 3, 2026. The notes bear interest at 5.250% payable semi-annually starting September 4, 2026, are redeemable at the Fund's option, and rank as general unsecured obligations senior to subordinated debt but junior to secured debt and subsidiary obligations. The issuance includes covenants on asset coverage under the Investment Company Act and a change of control repurchase requirement at 100% of principal plus accrued interest.

• ·Notes mature on September 4, 2029, with interest payments semi-annually on March 4 and September 4 commencing September 4, 2026.
• ·Underwriting agreement dated February 26, 2026; offered pursuant to Registration Statement on Form N-2 (File No. 333-288640).
• ·Covenants require compliance with modified Section 18(a)(1)(A) asset coverage of the Investment Company Act.

03-03-2026

Black Rock Coffee Bar reported strong Q4 2025 results with total revenue of $53.6M, up 25.3% YoY, same store sales growth of 9.3%, and 12 new stores opened, driving operating income to $1.8M from a $0.1M loss and Adjusted EBITDA up 52.4% to $6.5M. For FY2025, revenue grew 24.5% to $200.3M with SSS up 10.1% and 32 new stores, but operating income declined sharply to $0.9M from $6.0M while net loss widened 130.1% to $16.5M amid higher SG&A expenses at 20.6% of revenue versus 15.7% prior year.

• ·Cash and cash equivalents $28.4M and total debt $26.7M as of Dec 31, 2025; repaid $30.1M under $50M term loan, leaving $19.9M outstanding.
• ·FY2026 outlook: 36 new store openings, total revenue $255-257M, mid-single digit SSS growth, Adjusted EBITDA $33.5-34.5M, CapEx $40-41M.
• ·Conference call on March 3, 2026 at 5:00 p.m. ET; replay available until March 17, 2026.

03-03-2026

Old Dominion Freight Line, Inc. filed an 8-K on March 3, 2026, under Items 7.01 and 9.01, disclosing a press release that provides an update on certain operating metrics for the first quarter of 2026. The press release is furnished as Exhibit 99.1. No specific metrics or financial data are detailed in the filing itself.

• ·Filing pertains to first quarter of 2026 operating metrics update.
• ·Securities registered: Common Stock ($0.10 par value) under symbol ODFL.

03-03-2026

Simmons First National Corporation and Simmons Bank amended the Executive Change in Control Severance Agreement for James M. Brogdon on February 27, 2026, increasing the termination compensation multiplier from 2 times to 3 times his Base Period Income (originally set in the July 30, 2021 agreement). This change enhances potential severance payout in a change-of-control scenario but increases potential costs to the company. The full amendment is attached as Exhibit 10.1.

• ·Agreement amendment filed under Items 5.02 and 9.01 of Form 8-K
• ·Common stock trades as SFNC on Nasdaq Global Select Market, par value $0.01 per share

03-03-2026

On March 3, 2026, HA Sustainable Infrastructure Capital, Inc. (HASI) redeemed all $450 million outstanding principal amount of its 8.000% senior notes due 2027 using a portion of the proceeds from its recent issuances of $600 million 7.125% green junior subordinated notes due 2056 and $400 million 6.000% green senior unsecured notes due 2036. This refinancing replaces higher-coupon, shorter-term debt with lower-coupon, longer-term green notes, potentially reducing interest costs but involving subordinated debt and net debt increase from the $1 billion issuance.

• ·Common Stock trades on New York Stock Exchange under symbol HASI
• ·Principal executive offices: One Park Place, Suite 200, Annapolis, Maryland 21401

03-03-2026

First Citizens BancShares, Inc. issued and sold $500M aggregate principal amount of its 4.869% Fixed-to-Floating Rate Senior Notes due 2032 on March 3, 2026, in a public offering. The notes were issued pursuant to a senior base indenture dated March 12, 2025, as supplemented, and an underwriting agreement dated February 25, 2026, with J.P. Morgan Securities LLC, BofA Securities, Inc., and Wells Fargo Securities, LLC as representatives. No period-over-period financial comparisons are provided in the filing.

• ·Registration Statement on Form S-3 filed August 14, 2024 (File No. 333-281553)
• ·Prospectus Supplement dated February 25, 2026, filed February 26, 2026
• ·Senior Base Indenture dated March 12, 2025
• ·Second Supplemental Indenture dated March 3, 2026

03-03-2026

FACT II Acquisition Corp., a $175M SPAC, announced a definitive business combination with Precision Aerospace & Defense Group, Inc. (PAD) on December 1, 2025, positioning PAD's capabilities in non-destructive testing, precision machining, and sustainment services amid strong aerospace & defense demand and supply constraints, exemplified by Boeing's $567.3B commercial and $84.8B defense backlog as of December 31, 2025. Public peers like TransDigm, HEICO, and others saw EV/EBITDA multiples expand 20-57% from September 2025 to January 2026, reflecting market premiums for reliable suppliers. No negative performance metrics were reported in the filing.

• ·PAD founded in 2016, headquartered in Overland Park, Kansas, with AS9100-certified and ITAR-registered facilities.
• ·FACT formed in 2024, headquartered in New York, New York; units, shares, and warrants listed on Nasdaq (FACTU, FACT, FACTW).
• ·Registration statement on Form S-4 filed with SEC for the proposed business combination.

03-03-2026

On February 25, 2026, the Compensation Committee of Target Hospitality Corp. adopted new forms of Executive Restricted Stock Unit (RSU) and Performance Stock Unit (PSU) Agreements under the 2019 Incentive Plan for awards to executive officers on or after that date, with terms substantially similar to prior versions. The Committee granted PSUs to three executives to motivate, incentivize, and retain them: Troy Schrenk (400,000 PSUs), Brendan Dowhaniuk (300,000 PSUs), and Heidi Lewis (175,000 PSUs). PSU vesting is based equally on Total Shareholder Return (TSR) and Adjusted EBITDA performance, ranging from 0% to 200% of target levels over the performance period.

• ·New RSU and PSU Agreements filed as Exhibits 10.1 and 10.2; specific PSU grant agreements as Exhibit 10.3.
• ·PSU Agreements similar to those filed in February 28, 2025 8-K (Exhibits 10.3, 10.4, 10.5, 10.6).

03-03-2026

LM Funding America, Inc. entered into a new $11 million loan (February 2026 Loan) with Galaxy Digital LLC on February 27, 2026, using the proceeds to repay the prior $11 million January 2026 Loan under the Master Digital Currency Loan Agreement; the new loan is secured by Bitcoin collateral and due on April 24, 2026. This continues a pattern of rolling over short-term $11 million loans originally drawn in October 2025 and refinanced in January 2026, with no change in principal amount. The filings disclose no financial performance metrics or other material changes.

• ·October 2025 Loan drawn on October 30, 2025, originally due January 30, 2026
• ·January 2026 Loan drawn on January 28, 2026, due February 27, 2026
• ·February 2026 Loan due April 24, 2026
• ·All loans secured by Company-owned Bitcoin collateral

03-03-2026

Fuel Tech reported Q4 2025 consolidated revenues of $7.2M, up 37% YoY, driven by 37% growth in both FUEL CHEM ($4.9M) and APC ($2.4M) segments with gross margins expanding to 44.6%; full year 2025 revenues rose 6% to $26.7M, fueled by 28% FUEL CHEM growth, though APC revenues declined YoY. Despite margin improvements to 46.4% FY and a strong balance sheet with $32M in cash/investments and no debt, net loss widened FY to $(2.3M) from $(1.9M) with Adjusted EBITDA loss also deteriorating to $(2.7M) from $(2.2M). APC backlog grew to $7.0M while pursuing a $75-100M data center pipeline.

• ·Q4 2025 SG&A expenses $4.2M (57.3% of revenues) vs $3.9M (74.7%) prior year.
• ·FY 2025 SG&A expenses $14.1M (52.7% of revenues) vs $13.8M (54.8%) prior year.
• ·Conference call scheduled for March 4, 2026 at 10:00 am ET.
• ·DGI demonstration at fish hatchery to conclude Q2 2026; wastewater rental through Q3 2026.
• ·New FUEL CHEM demonstration commenced November 2025, potential $2.5-3.0M annual revenue.

03-03-2026

bioAffinity Technologies, Inc. issued a press release announcing the presentation of a poster titled 'Sputum as a Diagnostic Tool for the Treatment of Asthma' at the American Academy of Allergy, Asthma and Immunology (AAAAI) 2026 annual meeting in Philadelphia, PA, on March 1, 2026. The poster highlights the company's development of clinical diagnostics to assist physicians in matching asthma and COPD patients with effective therapies and monitoring inflammatory changes to improve outcomes and reduce healthcare costs. No financial metrics or performance comparisons were reported.

• ·Presentation occurred on March 1, 2026, at AAAAI 2026 annual meeting in Philadelphia, PA.
• ·Press release (Exhibit 99.1) and poster (Exhibit 99.2) incorporated by reference.

03-03-2026

Fortitude Gold reported 2025 annual results with net sales declining 51% YoY to $18.4M from $37.3M, driven by sharply lower gold production of 5,236 oz (-68% YoY) and sales of 5,774 oz (-64% YoY), though higher realized gold prices of $3,235/oz (+37% YoY) provided some offset. All-in sustaining costs rose significantly to $1,697/oz (+76% YoY), cash balance dropped to $4.7M from $27.1M, and net income was a modest $0.4M versus a $2.0M loss in 2024. Subsequent events include a $12M private placement and a $40M East Camp Douglas joint venture with Hawthorne Land & Minerals.

• ·Ore mined 145,868 tonnes in 2025 (down from 447,304 tonnes in 2024); gold grade 0.39 g/t (down from 0.57 g/t).
• ·Total assets $136.2M at Dec 31 2025 (up from $122.1M); shareholders' equity $104.4M (down from $108.1M).
• ·Mine gross profit $10.0M in 2025 (down from $18.3M); 611 oz gold rounds/bullion inventory at year-end.
• ·Golden Mile Project permitting estimated Q2 2027; East Camp Douglas EA by H2 2026.

03-03-2026

BuzzFeed Media Enterprises, Inc. and its subsidiaries secured consent from Sound Point Agency LLC (Administrative Agent) and Banner Commercial Funding (Cayman) L.P. (Lender) to amend their Credit Agreement by deferring a required $5 million principal loan repayment from February 20, 2026, to March 6, 2026. In consideration, BuzzFeed must pay a $20,000 extension fee by March 2, 2026, with non-payment triggering an immediate Event of Default. This amendment underscores liquidity pressures, as the company could not meet the original deadline.

• ·Credit Agreement originally dated May 23, 2025, with prior amendments on July 31, 2025 (Amendment No. 1) and August 25, 2025 (Amendment No. 2).
• ·Consent letter executed on February 20, 2026; effective upon receipt of executed counterparts and entry into Reporting Agent Engagement Letter.
• ·Governed by New York law; non-waiver of other Credit Agreement provisions.

03-03-2026

FirstCash Holdings, Inc. announced the availability of its most recent investor presentation on its corporate website (investors.firstcash.com), furnished as Exhibit 99.1 to this Form 8-K filed on March 3, 2026. The presentation is incorporated by reference in Item 7.01 but is 'furnished' and not deemed 'filed' for liability purposes. No specific financial metrics or performance data are disclosed in the filing itself.

• ·Securities registered: Common Stock, par value $0.01 per share (FCFS) on The Nasdaq Stock Market.
• ·Principal executive offices: 1600 West 7th Street, Fort Worth, Texas 76102.
• ·Telephone: (817) 335-1100.

03-03-2026

On February 25, 2026, the Compensation Committee of Firefly Aerospace Inc. adopted the Executive Severance Plan to standardize severance benefits for eligible executive officers and management employees upon qualifying terminations without Cause or for Good Reason. The plan provides lump sum payments equal to annual base salary (or 2x for CEO during Change in Control Protection Period), prorated or full target bonuses, and COBRA subsidies for 1 year (or 2 years for CEO in CIC), along with equity vesting acceleration. No specific financial amounts or performance metrics were disclosed.

• ·Requires at least 1 full year of continuous service for severance eligibility (waived during 24-month Change in Control Protection Period).
• ·Death or Disability termination provides annual base salary plus prorated target bonus (pre-June 30) or performance-based bonus (post-June 30), and 1 year COBRA.
• ·Equity vesting: 1-year acceleration for time-based RSUs outside CIC; full vesting of all unvested awards in CIC or death.
• ·Subject to general release of claims; no tax gross-up, with 280G Excise Tax best-net-after-tax reduction.

03-03-2026

Babcock & Wilcox Enterprises, Inc. executed the Tenth Amendment to its Credit Agreement and Security Agreement with Axos Bank on February 25, 2026, amending the borrowing base to 90% of Eligible Trade Receivables, setting NOLV Percentage at 30.78%, extending the Maturity Date to January 18, 2028, and imposing strict cash management rules including 90-day transfers to Axos Bank and balance limits on accounts such as Canadian Project Accounts ($15M aggregate) and Chanute Operating Account ($5M). The amendment mandates redemption of December 2026 Unsecured Notes by November 30, 2026, following prior full repayment of February 2026 Unsecured Notes, while noting entity name changes including B. Riley Financial, Inc. to BRC Group Holdings, Inc. and dissolutions of SOFCO-EFS Holdings LLC and B&W PGG Luxembourg Canada Holdings.

• ·Unrestricted cash outside Axos Bank capped at $15M aggregate, with no more than $5M in non-controlled accounts, Canadian Project Accounts, or Chanute Operating Account.
• ·Within 90 days of February 25, 2026, transfer substantially all USD deposits from Canadian Project Accounts and Chanute Operating Account to Axos Bank.
• ·Notice of redemption for December 2026 Unsecured Notes required by October 30, 2026, with full satisfaction by November 30, 2026.
• ·Aggregate balance of Chanute Operating Account and Canadian Project Accounts not to exceed $15M at any time.

03-03-2026

Energy Fuels Inc. announced on February 26, 2026, that current CEO Mark Chalmers will retire from his CEO and Director roles effective April 15, 2026, consistent with planned succession, and will serve as a consultant for two years thereafter. Concurrently, President Ross Bhappu will be appointed as President, CEO, and Director effective the same date. The transition is smooth with no disagreements noted, and Bhappu brings over 35 years of mining experience.

• ·Bhappu originally appointed President effective August 4, 2025; employment agreement dated July 30, 2025.
• ·Chalmers' resignation from Board not due to any disagreement with Company operations, policies, or practices.
• ·No family relationships or disclosable transactions under Item 404(a) for Bhappu.
• ·Filing date: March 3, 2026; earliest event date referenced: February 25, 2026.

03-03-2026

FingerMotion, Inc. held its Annual Meeting of Stockholders on February 26, 2026, with 27,126,232 shares (44.26% quorum of 61,281,308 outstanding shares) present; all proposals passed, including election of six directors with support from 82.56% (lowest for Yew Poh Leong) to 99.00%, auditor ratification at 98.86%, and advisory approval of executive compensation at 93.03%. Following the meeting, the Board re-appointed Martin Shen as President and CEO and Yew Hon Lee as CFO, Secretary, and Treasurer. Broker non-votes totaled 13,622,994 shares for director and compensation votes.

• ·Record date for AGM: January 14, 2026
• ·Fiscal year for auditor appointment: ending February 28, 2025
• ·News release issued: March 2, 2026 (Exhibit 99.1)
• ·17.44% withheld votes for Yew Poh Leong (highest withheld)