Executive Summary
Across 50 filings in the USA S&P 500 Consumer Staples stream (with broader exposure via related filings), proxy statements dominate, signaling peak AGM season in Q2 2026 with 10+ meetings (e.g., Wells Fargo April 28, Primo Brands April 28, Piedmont May 12), emphasizing governance and compensation votes amid stable sector backdrop. Financial reporters show robust revenue growth averaging ~30% YoY (e.g., Accelerant +51.5%, Five Below +22.9% FY25, Envela +33.6%), driven by expansion and M&A, but mixed profitability with margin compressions (Envela -220 bps, PGIM yield -122 bps) and swing losses (Accelerant -$1.35B). Staples highlights include General Mills earnings release and McCormick controller transition (neutral), while Primo Brands post-merger proxy underscores beverage stability. M&A/capital activity surges (FingerMotion acquisition, Energy Fuels ASM deal, Accelerant $200M buyback), but dilution risks in microcaps (Artelo bridge notes, ECD notes). Portfolio trends: 7/12 metric-rich filings report YoY revenue acceleration vs flat/decline in laggards like Actelis (-53%), positioning outperformers for catalysts. Implications: favor growth names with guidance (Five Below FY26 $5.2-5.3B sales), monitor proxies for comp changes, avoid dilution traps.
Tracking the trend? Catch up on the prior S&P 500 Consumer Staples Sector SEC Filings digest from March 17, 2026.
Investment Signals(12)
- Five Below↓(BULLISH)▲
Q4 FY25 net sales +24.3% YoY to $1.73B, comp sales +15.4%, FY25 +22.9% to $4.76B, FY26 guidance $5.20-5.30B (comp +3-5%), adj EPS $7.74-8.25
- Accelerant Holdings↓(BULLISH)▲
FY25 revenues +51.5% YoY to $912.9M, adj EBITDA +149% to $281.8M (31% margin), Q4 premium +24% YoY, FY26 EBITDA >=$275M, $200M buyback authorized
- Envela Corp↓(BULLISH)▲
FY25 sales +33.6% YoY to $241M (Consumer +47.7%), op income to $18.1M from $8.2M, EPS +115% to $0.56 despite margin -220 bps
- Logistic Properties of the Americas↓(BULLISH)▲
FY25 revenues +14% YoY to $50.1M, profit $16.1M vs -$19.4M loss, rental rev +13%, 100% occupancy, avg rent/sq ft +11% to $8.65
- EquipmentShare↓(BULLISH)▲
FY25 total rev +16% YoY to $4.379B (Rental +34%), adj Core EBITDA +32% to $1.667B, NI to $40M from $3M, 2026 rev guide $5.051-5.471B
- 4D Molecular Therapeutics↓(BULLISH)▲
FY25 collab/license rev +230K% to $85.2M from $37K, net loss -13% YoY to $140.1M, op loss -15% despite R&D +38%
- PGIM Private Credit Fund↓(BULLISH)▲
FY25 investments +71% YoY to $357M (portfolio cos +19% to 64), total income +58% to $28.8M, net assets +68% to $205M
- FingerMotion↓(BULLISH)▲
Share exchange to acquire Telforge telecom (up to 7.3M shares), enables scaling millions of minutes, US expansion without hardware capex
- Faraday Future↓(BULLISH)▲
Exec/employee share repurchase program using $500K deferred comp to buy Class A shares, aligns mgmt with shareholders amid volatility
- Energy Fuels↓(BULLISH)▲
ASM acquisition amended favorably (0.053 CDIs + A$0.13 cash/share), post-court/shareholder approvals, advances rare earths strategy
- Masimo Corp↓(BULLISH)▲
Definitive merger with Danaher (board unanimous FOR), fairness opinion from Centerview, special meeting pending
- RocketFuel Blockchain↓(BULLISH)▲
Non-binding term sheet to sell payments/loyalty assets (earn-outs + warrants for 20% ownership), retains cash/reserves
Risk Flags(10)
- Accelerant Holdings↓[HIGH RISK]▼
Swung to FY25 net loss $1.35B from $22.9M profit (profits interest distro), net rev retention -17% to 126% from 153%, direct premium share -14% to 70%
- Actelis Networks↓[HIGH RISK]▼
FY25 rev -53% YoY to $3.7M (gov shutdown impact), net loss widen to $8.3M from $4.4M, though Q4 seq +113%
- Artelo Biosciences↓[HIGH RISK]▼
Issued $310K 12% bridge notes (OID + fees), risky 150% default accel, conv at 75% disc/low price floor $0.125
- ECD Automotive Design↓[HIGH RISK]▼
Issued $2.66M dilutive conv notes (total outstd $12.48M, conv to 783.5M shares at $0.0034 floor), post-merger warrants worthless
- PGIM Private Credit↓[MEDIUM RISK]▼
Weighted avg debt yield -122 bps YoY to 9.88% from 11.11%, net realized losses widen to -$0.9M from -$0.1M
- Envela Corp↓[MEDIUM RISK]▼
Gross margin compress -220 bps YoY to 22.4% from 24.6% (COGS +230 bps), Commercial sales -3.2% YoY
- Industrial Logistics Properties Trust↓[MEDIUM RISK]▼
Nominee-linked Office Properties Income Trust filed Ch11 bankruptcy Oct 2025, potential governance overhang
- Fusion Fuel Green↓[MEDIUM RISK]▼
F-3 registers 2.4M shares resale (dilution to 5.4M outstd), warrants up to $8.5M cash but tied to fulfillment of $5M obligation
- McCormick & Co↓[LOW RISK]▼
VP/Controller Gregory Repas retires July 2026 (steps down April 1), transition risk despite new appt
- Koppers Holdings↓[LOW RISK]▼
Former CFO transition with $440K + incentives thru 2027, interim CFO in place
Opportunities(10)
- Five Below / FY26 Guidance↓(OPPORTUNITY)◆
FY25 comp +12.8% crushes, Q1 FY26 comp guide +14-16% ($1.18-1.20B sales), capex $230-250M for 150+ stores vs prior 227
- Accelerant / Buyback + Growth↓(OPPORTUNITY)◆
$200M Class A repurchase thru 2028, Q1 2026 3rd-party premium $450-470M (>=40% mix), outperforms peers on EBITDA margin 31%
- Masimo / Danaher Merger↓(OPPORTUNITY)◆
Unanimous board rec FOR adoption, special mtg [date pending], premium exit for shareholders vs standalone
- FingerMotion / Telforge M&A↓(OPPORTUNITY)◆
Acq adds US voice/messaging infra (earn-outs on $2.5-5M rev), scales to 1B users regionally, no hardware costs
- Energy Fuels / ASM Deal↓(OPPORTUNITY)◆
Revised terms boost scheme shareholder value, near-term catalysts (court/shareholder votes), rare earths supply chain alpha
- EquipmentShare / Expansion↓(OPPORTUNITY)◆
Rental rev +34% YoY, mature loc margins 54%/ROIC 16.5%, 2026 OEC $10-11B guide post-IPO delever to 2.4x
- 4D Molecular / Cash Runway↓(OPPORTUNITY)◆
Cash burn improve, $113M financing inflows, rev surge positions for pipeline catalysts despite $60M cash
- Elvictor Group / Reverse Split↓(OPPORTUNITY)◆
1:500 split aids uplisting/nasdaq, reduces shares 414M to 0.83M, mgmt conviction via stockholder approval
- Regis Corp / Leadership↓(OPPORTUNITY)◆
New CEO/COO appts March 16, 2026, post-turnaround potential in personal care
- Primo Brands / Post-Merger↓(OPPORTUNITY)◆
AGM April 28 vote on comp/auditors, 363M shares outstd, water/bev staples stability
Sector Themes(6)
- Robust Revenue Growth Amid Profit Volatility◆
8/12 metric-rich filings show >14% YoY rev growth (avg ~30%, e.g. Accelerant 52%, Envela 34%), but 5/12 report losses/swing (Accelerant -$1.35B), staples stable (GIS/MKC neutral) – favors growth scalers over margin-sensitive
- Margin Compression Prevalent◆
4/10 cos detail compressions (Envela -220 bps gross, PGIM -122 bps yield, Accelerant gross loss ratio -300 bps but still 51%), driven by costs/expansion – watch Q1 guides for relief
- Aggressive Capital Allocation to Buybacks/Reinvestment◆
Accelerant $200M buyback, Actelis expand to $1.5M, Five Below capex/store growth, EquipmentShare loc +33% – signals conviction in outperformers vs dilution in microcaps
- M&A/SPAC Momentum◆
6 deals (FingerMotion Telforge, Energy Fuels ASM, Masimo Danaher, RocketFuel asset sale), 4 SPAC extensions – alpha in consolidators, risk in extensions (DT Cloud to Mar26)
- Proxy/AGM Surge Q2 2026◆
12+ filings (ILPT Jun9, Wells Apr28, Sunstone May1, Piedmont May12) push comp/auditor votes, governance focus (anti-hedging noted) – monitor say-on-pay for mgmt alignment
- Dilution/Financing Pressures in Small Caps◆
5 issuers (Fusion F-3 2.4M shares, ECD $12M notes, Artelo bridges) vs buybacks in larger – relative outperformance for clean balance sheets like Five Below ($4.94B assets +14%)
Watch List(8)
Strong FY25 beat, watch comp sales +14-16% delivery vs guide, earnings catalyst Apr/May 2026
EBITDA $64-66M, 3rd-party premium $450-470M, CFO transition Mar31 – monitor retention/loss ratio post-buyback
Mar18 filing under 2.02, staples sector bellwether, watch call for YoY trends/margins
Mar17 press release, monitor for steel pricing/earnings detail, potential staples input cost impact
- ILPT / June 9 AGM👁
Vote on 7 trustees/comp/auditors, linked OPIT bankruptcy overhang, proxy deadline Jun8
Post-merger staples (water), vote on 10 directors/comp, record Mar5, virtual mtg
New Julie Giese Apr1, Repas retire Jul1, assess accounting continuity in staples filings
Vote on incentive plan/9 directors, record Mar4, virtual – REIT proxy for alloc trends
Filing Analyses(50)
18-03-2026
Industrial Logistics Properties Trust's 2026 Proxy Statement recommends the election of seven trustee nominees at the 2026 Annual Meeting: Managing Trustees Yael Duffy and Adam Portnoy, and Independent Trustees Bruce M. Gans, M.D., Lisa Harris Jones, Joseph L. Morea, Kevin C. Phelan, and June S. Youngs, each to serve until the 2027 annual meeting. The document outlines governance practices including sustainability policies (Employee Health and Wellness, Human Rights, Philanthropy, Business Partners’ Code of Conduct), Insider Trading Policy with hedging prohibitions and blackout periods, and shareholder communication channels. It specifies deadlines for 2027 proposals, such as November 18, 2026, for Rule 14a-8 submissions, while noting Office Properties Income Trust (led by nominee Yael Duffy) filed for Chapter 11 bankruptcy on October 30, 2025.
- ·Shareholder proposals under Rule 14a-8 for 2027 Annual Meeting must be received by November 18, 2026.
- ·Proxy access nominations for 2027 must be delivered not earlier than October 19, 2026, and not later than November 18, 2026.
- ·Other nominations/proposals under Bylaws due by 5:00 p.m. ET on November 18, 2026 (or adjusted if meeting date changes from June 9, 2027).
- ·Insider Trading Policy prohibits trading on material nonpublic information, mandates blackout periods, and requires pre-approval for certain transactions.
- ·Yael Duffy age 46; Trustee since 2026, CEO since January 2026, President since 2022.
- ·Bruce M. Gans, M.D. age 79; Trustee since 2018, Lead Independent Trustee since 2019.
18-03-2026
Artificial Intelligence Technology Solutions, Inc. (AITX) filed an 8-K on March 18, 2026, announcing the issuance of a press release titled 'AITX's RAD Unveils Rebuilt radsecurity.com'. The press release is attached as Exhibit 99.1 under Item 9.01. The filing is furnished under Item 8.01 and not deemed filed for liability purposes.
18-03-2026
18-03-2026
18-03-2026
RocketFuel Blockchain, Inc. entered a non-binding term sheet on March 13, 2026, with RPay, Inc. and RPoints, Inc. for the proposed sale of its payments business assets to RPay and loyalty/rewards business assets to RPoints. Consideration includes buyers assuming $1.5M in senior deferred compensation liabilities, quarterly earn-out payments of 20% of payments business net revenue up to $2.5M aggregate or 2 years, and warrants for 20% fully diluted ownership in each buyer with fixed repurchase floors of $1.5M (RPay) and $0.2M (RPoints). The Company retains its corporate franchise and cash reserves, with the Board approving the interested-party transaction; the term sheet is non-binding except for exclusivity, confidentiality, and fees.
- ·Term Sheet filed as Exhibit 10.1
- ·Anticipated execution of definitive asset purchase agreements
- ·Transaction approved by Board despite interested nature
18-03-2026
Total investments grew approximately 71% YoY to $357M as of December 31, 2025 from $209M, with the number of portfolio companies increasing to 64 from 54 and total investment income rising 58% to $28.8M, contributing to a 45% increase in net increase in net assets from operations to $21.8M. Net assets expanded 68% to $205M. However, weighted average yield on debt investments declined to 9.88% from 11.11% YoY, net realized losses widened to $(0.9M) from $(0.1M), and Class I NAV per share dipped slightly to $24.87 from $24.93.
- ·Credit facility borrowings increased to $166M from $94M YoY.
- ·Net realized gain/loss was a loss of $0.9M in 2025 vs $0.1M loss in 2024.
- ·All debt investments bear floating rates (100%) in both 2025 and 2024.
- ·Interest expense rose to $7.2M from $3.3M YoY.
18-03-2026
Brookfield Corporation filed its Form 40-F Annual Report for the fiscal year ended December 31, 2025, covering financial statements, equity structure, and segment information for Asset Management, Renewable Power & Transition, Infrastructure, Private Equity, Real Estate, and Corporate segments. The report details non-controlling interests in key partnerships including Brookfield Asset Management (BAM), Brookfield Renewable Partners L.P., Brookfield Infrastructure Partners L.P., and Brookfield Business Partners L.P., with comparisons to the prior year ended December 31, 2024. Acquisitions such as Colonial, Neoen, Cyxtera, and others in Infrastructure, Renewable Power, and Private Equity are noted, but no specific performance metrics or changes are quantified in the provided XBRL structure.
- ·XBRL tags reference multiple countries including US, CA, GB, BR, AU, IN, CO, DE for operations.
- ·Segments include Renewable Power (dams, wind, solar, etc.), Infrastructure (buildings, transmission, district energy), Private Equity, Real Estate.
- ·Business combinations noted in Infrastructure (Colonial, Hotwire, Mantiqueira), Private Equity (Chemelex, Antylia), Renewable Power & Transition (Geronimo, Neoen).
18-03-2026
Faraday Future Intelligent Electric Inc. announced an executive and employee share purchase initiative, where deferred compensation for March 1 to May 31, 2026, estimated at approximately $500,000 after-tax, will be used to repurchase Class A common stock, subject to board approval, securities laws, and trading policies. The repurchased shares will be transferred to participants to settle the deferred amounts, aiming to align interests with stockholders, support liquidity management, and counter potential illegal market manipulation and short selling. This follows the company's commitment to strategic execution amid capital markets volatility.
- ·Filing date: March 18, 2026; Event date: March 17, 2026
- ·Principal executive offices: 18455 S. Figueroa Street, Gardena, CA 90248
- ·Company preparing potential SEC submission regarding illegal market manipulation
18-03-2026
General Mills Inc (GIS) filed an 8-K on March 18, 2026, under Items 2.02 (Results of Operations and Financial Condition) and 9.01 (Financial Statements and Exhibits), indicating an announcement of financial results. The filing includes interactive data and is sized at 1 MB, but no specific financial metrics, period-over-period comparisons, or performance details are provided in the excerpt. This appears consistent with prior quarterly earnings releases by the company.
- ·Filing Acc-no: 0001628280-26-019020
- ·CIK: 0000040704
- ·SIC: 2040 - GRAIN MILL PRODUCTS
- ·Fiscal Year End: 05/31
18-03-2026
Gregory P. Repas, Vice President & Controller and Principal Accounting Officer of McCormick & Company, Incorporated, provided notice of retirement on March 12, 2026, effective July 1, 2026, and will step down from his role effective April 1, 2026, while assisting with transition until retirement. On March 16, 2026, Julie Giese, age 46, was appointed as the new Vice President & Controller and Principal Accounting Officer effective April 1, 2026, with these positions not classified as executive officer roles. Ms. Giese will receive an annual base salary of $400,000 and continue participating in the company's incentive, retirement, and benefit programs.
- ·Julie Giese joined McCormick in August 2024 as Vice President and Assistant Corporate Controller.
- ·Prior to McCormick, Julie Giese was Director of Accounting at Pepco Holdings LLC from April 2016 to August 2024.
- ·The new VP & Controller positions are not executive officer roles.
18-03-2026
Wells Fargo's 2026 Proxy Statement for the April 28, 2026 virtual annual meeting highlights strong FY2025 financial results including $83.7B revenue, $21.3B net income, $6.26 diluted EPS, 12.4% ROE, and 14.6% ROTCE, alongside key milestones like termination of consent orders and removal of the 2018 asset cap. The agenda includes election of 12 directors, advisory vote on executive compensation, amendment to the 2022 Long-Term Incentive Plan, and ratification of KPMG as auditor for 2026. No declines or flat metrics were reported in the provided financial highlights.
- ·Record date for shareholder meeting: March 2, 2026
- ·Shareholder meeting: April 28, 2026 at 10:00 a.m. Eastern Time, virtual at www.virtualshareholdermeeting.com/WFC2026
- ·Approximately 205,000 active employees as of December 31, 2025
18-03-2026
Industrial Logistics Properties Trust (ILPT) issued definitive additional proxy materials (DEFA14A) for its 2026 Annual Meeting scheduled for June 9, 2026, at 9:30 a.m. ET virtually. Shareholders are to vote on electing seven trustees (five independent nominees and two managing trustees), an advisory vote to approve executive compensation, an advisory vote on the frequency of future compensation votes (board recommends 1 year), and ratification of Deloitte & Touche LLP as independent auditors for the 2026 fiscal year. The board recommends voting 'For' on all proposals except frequency where '1 Year' is favored; voting deadline is June 8, 2026, 11:59 PM ET.
- ·Meeting held virtually at https://www.virtualshareholdermeeting.com/ILPT2026
- ·Proxy materials request deadline: May 26, 2026
- ·Contact for materials: www.ProxyVote.com, 1-800-579-1639, or sendmaterial@proxyvote.com
18-03-2026
Accelerant Holdings reported total revenues of $912.9M in 2025, up 51.5% YoY from $602.6M, driven by 35% growth in exchange written premium to $4.19B and membership expansion to 280 (+29% YoY), alongside strong adjusted EBITDA of $281.8M (up 149% YoY, 31% margin). However, the company swung to a significant net loss of $1.35B from 2024 profit of $22.9M, primarily due to $1.38B profits interest distribution expenses and higher G&A at $400.4M, while net revenue retention declined to 126% from 153%.
- ·Gross loss ratio improved slightly to 51.3% in 2025 from 54.3% in 2024.
- ·Accelerant direct written premium share decreased to 70% in 2025 from 84% in 2024.
- ·Deferred excess ceding commissions balance increased to $232.5M as of Dec 31, 2025 from $193.0M.
- ·Net loss ratio improved to 68.4% in 2025 from 73.8% in 2024.
18-03-2026
Wells Fargo & Company filed a Certificate of Designation authorizing 90,000 shares of 6.125% Fixed Rate Reset Non-Cumulative Perpetual Class A Preferred Stock, Series GG, with a $25,000 liquidation preference per share. Dividends are non-cumulative, payable quarterly starting June 15, 2026, at an initial rate of 6.125% until June 15, 2031, then resetting to the Five-year Treasury Rate plus 2.34%. The series ranks equally with Parity Stock and senior to Junior Stock, approved by the Securities Committee I on March 12, 2026.
- ·Dividends are non-cumulative and payable only when declared, out of legally available assets.
- ·First dividend accrues from March 18, 2026; First Reset Date is June 15, 2031.
- ·Regulatory Capital Treatment Event defined for potential redemption if Tier 1 capital treatment at risk post-March 11, 2026.
18-03-2026
Accelerant Holdings reported strong Q4 2025 Exchange Written Premium growth of 24% YoY to $1.09B and 35% FY to $4.19B, with Adjusted EBITDA up 52% to $71M in Q4 and 149% to $282M FY, driven by third-party direct premium rising to 40% of volume from 21%. However, GAAP net income declined sharply to $1M ($0.00/share) in Q4 from $20.6M and swung to a $1.345B FY loss from $22.9M profit, while net revenue retention fell to 126% from 153%. The Board authorized a $200M Class A share repurchase program through 2028, and Jay Green will resign as CFO effective March 31, 2026, with Linda Huber appointed as successor.
- ·Gross loss ratio improved to 51.4% in Q4 2025 from 57.8% YoY and 51.3% FY from 54.3%.
- ·Third-party direct written premium expected at $450M-$470M in Q1 2026 and at least $2.2B FY 2026.
- ·Adjusted EBITDA outlook: $64M-$66M Q1 2026, at least $275M FY 2026.
- ·Conference call scheduled for March 19, 2026 at 8:00 a.m. ET.
18-03-2026
Envela Corp reported consolidated sales growth of 33.6% YoY to $241.0M for the year ended December 31, 2025, driven by strong 47.7% increase in Consumer segment sales to $192.7M, while Commercial segment sales declined 3.2% to $48.3M. Gross margin dollars rose to $53.9M but the margin percentage compressed to 22.4% from 24.6% due to higher COGS as a percentage of sales (77.6% vs. 75.4%); however, operating income improved significantly to $18.1M (7.5% of sales) from $8.2M, resulting in net income of $14.6M (up from $6.8M).
- ·EPS increased 115.4% YoY to $0.56 from $0.26.
- ·Consolidated SG&A expenses decreased slightly to $33.9M (14.1% of sales) from $34.6M (19.2% of sales).
- ·Commercial COGS declined 19.4% to $17.3M, improving to 35.8% of Commercial sales from 43.0%.
- ·Income tax expense rose 107.1% to $4.1M.
18-03-2026
Logistic Properties of the Americas (LPA) reported total revenues of $50.1M for the year ended December 31, 2025, up 14% YoY from $43.9M in 2024, with a profit of $16.1M versus a $19.4M loss in the prior year. Rental revenues increased 13% YoY to $49.1M, supported by portfolio expansion to 34 operating properties (from 30) and 5.8M sq ft operating GLA (up 13%), achieving 100% stabilized occupancy; however, Costa Rica rental revenue grew only 0.8% (flat) to $24.1M, and weighted average remaining lease term declined to 4.9 years from 5.1 years.
- ·Portfolio GLA allocation 2025: Costa Rica 43%, Peru 31%, Colombia 22%, Mexico 4%.
- ·Average rent per sq ft rose to $8.65 in 2025 from $7.79 in 2024.
- ·New operations in 2025: Latam Parque Logistico Callao (Peru) and Puebla Fideicomiso 6384 Park (Mexico).
18-03-2026
Five Below, Inc. reported strong Q4 FY25 results with net sales up 24.3% YoY to $1.73B and comparable sales +15.4%; FY25 net sales rose 22.9% YoY to $4.76B with comparable sales +12.8%. GAAP diluted EPS increased 26.3% YoY to $4.28 in Q4 and 40.7% to $6.47 FY25, while operating income grew to $310.9M in Q4 and $457.4M FY. However, FY25 net new stores opened totaled 150, down from 227 in FY24.
- ·Q1 FY26 outlook: net sales $1.18B-$1.20B (comp sales +14-16%), adjusted diluted EPS $1.57-$1.69.
- ·FY26 outlook: net sales $5.20B-$5.30B (comp sales +3-5%), adjusted diluted EPS $7.74-$8.25, capex $230M-$250M.
- ·Total assets $4.94B as of Jan 31, 2026, up from $4.34B prior year.
- ·Effective tax rate Q4 FY25 24.8% vs 25.2% prior.
18-03-2026
On March 13, 2026, Ramzi Ammari, Senior Vice President of Corporate Planning and Strategy at Universal Electronics Inc. (UEIC), notified the company of his decision to retire effective May 29, 2026. In connection with his retirement, UEIC entered into a letter agreement providing for severance payments equal to his current base salary from the termination date through May 29, 2026, if he is terminated without cause prior to retirement, subject to signing a separation agreement. The 8-K filing was submitted on March 18, 2026, and signed by Richard K. Carnifax, Interim Chief Executive Officer.
- ·UEIC common stock trades under symbol UEIC with par value $0.01 per share.
- ·Principal executive offices: 15147 N. Scottsdale Road, Suite H300, Scottsdale, Arizona 85254-2494; Phone: (480) 530-3000.
18-03-2026
Fusion Fuel Green PLC (HTOO) filed an F-3 registration statement on March 18, 2026, to register up to 2,403,387 Class A Ordinary Shares for resale by selling shareholders, primarily from a February 2026 private placement raising $2.6M (577,124 shares and warrants for 1,541,263 shares) and advisory agreements issuing 95,000 shares and warrants for 190,000 shares. Outstanding Class A Ordinary Shares stood at 3,017,842 as of March 16, 2026, potentially rising to 5,421,229 upon full exercise of registered securities, representing significant dilution. The company may receive up to $8.5M if all related warrants are exercised for cash, intended for working capital, general corporate purposes, and fulfilling a $5M financing obligation under the November 2024 QIND Purchase Agreement.
- ·Advisory Agreements dated February 12, 2026, for 12-month term focused on mineral asset transactions (MAT).
- ·2,262 Class A Ordinary Shares issuable upon exercise of outstanding RSUs (excluded from outstanding shares).
- ·431,927 Class A Ordinary Shares issuable upon exercise of outstanding options (excluded from outstanding shares).
- ·No proceeds to company from resale of registered shares; Selling Shareholders bear their own expenses.
18-03-2026
Sunstone Hotel Investors, Inc. issued definitive additional proxy materials (DEFA14A) on March 18, 2026, for its 2026 Annual Meeting on May 1, 2026, seeking shareholder votes on the election of nine director nominees, ratification of Ernst & Young LLP as the independent auditor for the fiscal year ending December 31, 2026, and an advisory vote approving named executive officer compensation. The board recommends voting 'For' all proposals. No financial performance metrics or period-over-period comparisons are disclosed in these materials.
- ·Annual Meeting location: Hyatt Regency San Francisco, 5 Embarcadero Center, CA 94111, at 8:00 a.m. Pacific Time
- ·Vote deadline: April 30, 2026, 11:59 PM ET (April 28, 2026, 11:59 PM ET for shares held in a Plan)
- ·Proxy materials request deadline: April 17, 2026
- ·Proxy confers discretionary authority for other matters not noticed by the board prior to March 18, 2026
18-03-2026
Sunstone Hotel Investors, Inc. has issued its 2026 proxy statement for the annual stockholder meeting on May 1, 2026, at 8:00 a.m. local time at the Hyatt Regency San Francisco, seeking approval for the election of nine directors, ratification of Ernst & Young LLP as independent auditors for the fiscal year ending December 31, 2026, and an advisory vote on named executive officer compensation. Stockholders of record as of March 4, 2026, representing 189,140,775 common shares, are eligible to vote. The proxy emphasizes robust corporate governance practices, including proxy access, anti-hedging and pledging policies, and a pay-for-performance structure aligned with stockholders.
- ·Annual meeting record date: March 4, 2026
- ·Proxy materials first mailed: March 18, 2026
- ·Company principal executive offices: 15 Enterprise, Suite 200, Aliso Viejo, California 92656
- ·Nine director nominees proposed, including three new independent directors since 2021
- ·References 2025 Annual Report on Form 10-K available at www.sunstonehotels.com and www.proxyvote.com
18-03-2026
4D Molecular Therapeutics' collaboration and license revenue surged to $85.2M in 2025 from $37K in 2024, significantly narrowing net loss to $140.1M (-13% YoY) and improving loss from operations by 15% to $159.5M despite total operating expenses rising 30% to $244.8M, driven by 38% higher R&D spend. However, cash and equivalents declined sharply to $60.2M from $149.3M, with net cash used in operations improving modestly to $109.1M but still reflecting high burn, and other income fell 28% YoY.
- ·Weighted-average shares outstanding increased to 57.9M in 2025 from 53.9M in 2024; net loss per share improved to $(2.42) from $(2.98).
- ·Financing activities provided $113.0M in 2025 (down from $337.3M in 2024), including $93.5M from underwritten offering and $9.7M from ATM.
- ·Stock-based compensation expense declined to $22.0M in 2025 from $26.1M in 2024.
18-03-2026
Koppers Holdings Inc. filed an 8-K/A on March 18, 2026, amending Item 5.02 to disclose the transition agreement with former CFO Jimmi Sue Smith, who retired effective January 5, 2026, provided interim services as Treasurer through her separation date of February 28, 2026, and will offer transition assistance through February 28, 2027. The agreement provides for $440,000 payable over the Transition Period, eligibility for her earned 2025 annual cash incentive payable around April 4, 2026, a $123,400 lump sum for equity awards vesting during the Transition Period, and a $330,000 lump sum around April 8, 2027, representing her target 2026 incentive. Bradley A. Pearce serves as Interim Chief Financial Officer and Chief Accounting Officer.
- ·Transition Agreement entered into on March 9, 2026, effective March 17, 2026
- ·Original Form 8-K filed on January 9, 2026
- ·Transition Agreement to be filed as exhibit to next Form 10-Q
18-03-2026
Integrated Wellness Acquisition Corp filed an 8-K on March 18, 2026, announcing amendments to its Amended and Restated Articles of Association (Exhibit 3.1), primarily extending the Termination Date for consummating a Business Combination to September 16, 2026 (or earlier at board discretion). The changes also impose restrictions on issuing additional shares post-IPO and pre-Business Combination to protect Public Shares' rights to Trust Account funds and voting. No immediate liquidation is triggered, but failure by the Termination Date will result in automatic pro rata redemption of Public Shares within 10 Business Days.
- ·In event of Automatic Redemption Event, redemption at Per-Share Redemption Price within 10 Business Days
- ·Amendments cover Items 5.03, 5.07, and 9.01 of 8-K
18-03-2026
Elvictor Group Inc. (ELVG) announced approval by its Board and stockholders representing 90.3% of voting power for a 1-for-500 reverse stock split, reducing outstanding common shares from approximately 414.4 million to 0.83 million while keeping authorized shares unchanged. The move is intended to support a higher per-share trading price and the company's uplisting strategy to a national securities exchange. No fractional shares will be issued, with any fractions rounded up to the nearest whole share.
- ·Reverse split approved via written consent without a stockholder meeting.
- ·Trading symbol ELVG will temporarily append 'D' (ELVGD) for 20 business days starting March 17, 2026.
- ·Split expected to become effective after required notice period and filings with State of Nevada and FINRA.
18-03-2026
18-03-2026
DuPont de Nemours, Inc. announced on March 18, 2026, plans to seek stockholder approval at its Annual Meeting for an amendment to its Certificate of Incorporation to enable a reverse stock split of its common stock at a ratio between 1-for-2 and 1-for-4, with the exact ratio to be determined by the Board of Directors. The Board has set March 30, 2026, as the record date for stockholders entitled to vote. Preliminary proxy materials will be filed with the SEC for review.
- ·Common stock: par value $0.01 per share, traded on New York Stock Exchange (DD)
- ·Solicitation material pursuant to Rule 14a-12 under the Exchange Act
18-03-2026
Regis Corporation announced the appointment of Susan Lintonsmith as President and Chief Executive Officer and Jim Lain as Chief Operating Officer, effective March 16, 2026. This Form 8-K/A, filed March 18, 2026, amends the original 8-K to provide the actual exhibit files for their offer letter agreements, which had non-functioning links previously. No financial impacts or performance metrics were disclosed.
- ·CEO offer letter dated February 18, 2026
- ·COO letter agreement dated March 13, 2026
- ·Press release dated March 16, 2026 (Exhibit 99.1)
18-03-2026
FingerMotion, Inc. (FNGR) announced a share exchange agreement to acquire Telforge, Inc., a U.S.-based voice and messaging telecom provider, by issuing up to 7,333,333 shares of common stock, comprising 2,333,333 closing shares and 5,000,000 milestone shares held in escrow contingent on achieving $2.5M and $5M in cumulative revenue plus secured contract value over 3-month and 6-month earnout periods post-closing. The deal aligns with FingerMotion's strategic expansion into telecom and infrastructure, expected to enable scaling of tens of millions of monthly minutes via Telforge's proprietary platform without added hardware costs and introduce a U.S. operating model. No financial performance declines or flat metrics are reported in this prospective announcement.
- ·Shares issued as restricted securities under Rule 144 exemption with registration rights provided.
- ·Additional transaction details to be filed in a forthcoming Form 8-K.
- ·FingerMotion vision to serve over 1 billion users in China and expand regionally.
18-03-2026
Masimo Corporation announced a definitive merger agreement dated February 16, 2026, with Danaher Corporation and its wholly-owned subsidiary Mobius Merger Sub, Inc., pursuant to which Merger Sub will merge with and into Masimo, with Masimo surviving as a wholly-owned subsidiary of Danaher. The Masimo Board unanimously recommends stockholders vote FOR adoption of the Merger Agreement at the virtual Special Meeting on [•], 2026 (Record Date [•], 2026), and FOR the non-binding advisory vote on merger-related executive compensation. Centerview Partners LLC provided a fairness opinion dated February 16, 2026, supporting the transaction.
- ·Fiscal year ended January 3, 2026
- ·Masimo Common Stock trades on Nasdaq under symbol 'MASI'
- ·Danaher common stock trades on NYSE under symbol 'DHR'
- ·Voting Agreement dated February 16, 2026, with Politan Capital Management LP
18-03-2026
Energy Fuels Inc. entered into a Deed of Amendment and Restatement on March 12, 2026 (March 13 AWST), with Australian Strategic Materials Limited (ASM) to modify the consideration structure for its acquisition of ASM via a court-approved scheme of arrangement. Scheme shareholders will now receive 0.053 Energy Fuels CDIs (or common shares at election) plus A$0.13 cash per ASM share, replacing a previously planned special dividend of up to A$0.13 with no other material changes to the January 20, 2026 Scheme Implementation Deed. The transaction remains subject to court, shareholder, and regulatory approvals, with forward-looking risks including potential non-implementation.
- ·Filing incorporates by reference Items 1.01 and 3.02 from January 26, 2026 8-K.
- ·Deed filed as Exhibit 10.1.
- ·Securities: Common shares (UUUU on NYSE American, EFR on TSX).
18-03-2026
Socket Mobile, Inc. entered into a Secured Subordinated Convertible Note Extension Agreement on March 18, 2026, extending the maturity of its $1.6M secured subordinated convertible notes from May 26, 2026, to May 26, 2028, with all other terms unchanged. The notes were originally issued on May 26, 2023. Due to involvement of related parties Charlie Bass (Chairman) and Bill Parnell (director), the extension was approved by a special committee of disinterested directors.
- ·Previous disclosure of original note issuance in 8-K filed May 30, 2023
- ·Extension effective as of March 18, 2026
18-03-2026
NewtekOne, Inc. entered into a Securities Distribution Agreement on March 13, 2026 (effective March 12, 2026) with B. Riley Securities, Inc., Compass Point Research and Trading, LLC, and Roth Capital Partners, LLC, enabling at-the-market offerings of up to $50 million aggregate principal amount/liquidation preference of specified senior notes and depositary shares. The securities will be issued under the Company's shelf registration statement on Form S-3 (File No. 333-269452) and a prospectus supplement filed on March 13, 2026. No sales have occurred under this agreement to date.
- ·Agreement filed as Exhibit 1.1
- ·Prospectus Supplement filed with SEC on March 13, 2026
- ·Shelf registration statement: Form S-3 (File No. 333-269452)
- ·Company principal executive offices: 4800 T Rex Avenue, Suite 120, Boca Raton, Florida 33431
18-03-2026
Evolution Metals & Technologies Corp. (EM&T, NASDAQ: EMAT), formerly Welsbach Technology Metals Acquisition Corp., released a corporate video on March 18, 2026, showcasing its current commercial operations including production of sintered magnets, bonded magnets, and mid-stream critical minerals processing. The video is available on the company's investor relations website at https://evolution-metals.com/investor-relations/media. This information is furnished under Item 7.01 and not deemed filed.
18-03-2026
Actelis Networks reported FY 2025 revenue of $3.7M, down 53% YoY from $7.8M in 2024 due to non-recurring large deals and U.S. government shutdown impacts, resulting in a widened net loss of $8.3M versus $4.4M in 2024. However, Q4 2025 showed strong sequential rebound with revenue of $1.37M, up 113% from Q3's $0.64M and 29% above Q4 2024, alongside gross margin improvement to 35% from 28%. The company expanded its share repurchase program to $1.5M and raised $7.3M post-year-end via ATM, bolstering its $4.1M cash position.
- ·R&D expenses increased to $2.6M in FY 2025 from $2.4M in FY 2024 due to Israeli shekel strengthening.
- ·Sales and marketing expenses rose to $2.9M in FY 2025 from $2.6M, driven by government sector consultants.
- ·G&A expenses decreased to $2.9M in FY 2025 from $3.2M due to cost reductions, offset by currency effects.
- ·Adjusted EBITDA loss widened to $6.9M in FY 2025 from $3.5M in FY 2024.
- ·Total assets grew to $9.53M as of Dec 31, 2025 from $8.225M as of Dec 31, 2024.
18-03-2026
Actelis Networks Inc (ASNS), a communications equipment company (SIC 3669), filed its 10-K annual report on March 18, 2026, for fiscal year end December 31. The provided EDGAR filings index reveals high activity with numerous 8-K current reports (items including 7.01, 8.01, 9.01), multiple S-1 registrations and prospectuses (424B series), quarterly 10-Qs, proxy statements (DEF 14A, PRE 14A), and frequent Schedule 13G/A amendments indicating changes in major shareholder ownership. No specific financial metrics, revenues, or period-over-period comparisons are detailed in the index.
- ·CIK: 0001141284
- ·State of Incorporation: DE
- ·State Location: CA
- ·Headquarters: 4039 Clipper Court, Fremont, CA 94538
- ·Phone: 510-545-1040
- ·Fiscal Year End: December 31
- ·Recent filings include multiple 8-Ks through February 2026 and prior 10-K on March 24, 2025
18-03-2026
Artelo Biosciences, Inc. entered into securities purchase agreements on March 12, 2026, issuing 12% bridge notes to Vanquish Funding Group Inc. (principal $237,300, proceeds $210,000) and Boot Capital LLC (principal $113,000, proceeds $100,000), raising $310,000 gross for general working capital amid high costs including original issue discounts and $10,000 legal fees. The notes mature January 15, 2027, are prepayable without penalty, but feature risky terms like 150% default acceleration and conversion rights at a discount (greater of $0.125 or 75% of recent low trading price), capped at 4.99% beneficial ownership to limit immediate dilution.
- ·Notes issued in reliance on Section 4(a)(2) and Rule 506(b) of Regulation D, unregistered securities.
- ·Conversion price is the greater of $0.125 or 75% of the lowest trading price over the prior 10 trading days.
- ·Exhibits include Purchase Agreements (10.1, 10.2) and Notes (10.3, 10.4).
18-03-2026
On March 16, 2026, DT Cloud Star Acquisition Corporation deposited $150,000 into its trust account to extend the deadline for completing an initial business combination by two months, to March 26, 2026. This routine SPAC extension provides additional time for the Company to pursue a target without any reported financial performance metrics or changes.
- ·Securities registered on Nasdaq: DTSQU (Units, each consisting of one Ordinary Share $0.0001 par value and one Right), DTSQ (Ordinary Shares), DTSQR (Rights, each entitling holder to 1/9 of one Ordinary Share)
- ·Company address: Office 51, 10 Fl, 31 Hudson Yards, New York, NY 10001
- ·Filing date: March 18, 2026 (earliest event: March 16, 2026)
18-03-2026
Pelican Acquisition Corporation filed an 8-K on March 18, 2026, disclosing under Regulation FD that Robert Price, CEO of Greenland Energy Company, appeared on News Nation on March 17, 2026, discussing the recent rise in oil prices, with the interview transcript furnished as Exhibit 99.1. The filing provides updates on the ongoing Business Combination involving Pelican, Greenland Exploration Limited, March GL, and Pelican Holdco, Inc. (PubCo, to be renamed Greenland Energy Company), noting the Registration Statement on Form S-4 was declared effective on February 17, 2026. It includes standard forward-looking statement disclaimers and risks related to the merger completion, such as potential delays, redemptions, and regulatory hurdles, with no financial metrics reported.
- ·Registration Statement on Form S-4 declared effective on February 17, 2026.
- ·Pelican's prior SEC filings: Form 10-Q for quarter ended July 31, 2025 (filed September 15, 2025); Form 10-Q for quarter ended April 30, 2025 (filed June 27, 2025); Form S-1 effective May 22, 2025.
- ·Securities traded on The Nasdaq Stock Market LLC.
18-03-2026
Wells Fargo & Company filed Definitive Additional Proxy Materials (DEFA14A) on March 18, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing was made by the registrant with no fee required. No specific financial data, shareholder proposals, or other substantive details are included in the provided materials.
18-03-2026
Mountain Lake Acquisition Corp. II announced that commencing March 19, 2026, holders of its 36,000,000 units (MLAAU) from the January 28, 2026 IPO may separately trade Class A ordinary shares (MLAA) and warrants (MLAAW), with no fractional warrants issued. The IPO generated $360M in gross proceeds at $10.00 per unit. Additionally, the sponsor forfeited 6,000 Class B ordinary shares on March 16, 2026, following the underwriters' decision not to exercise the remaining over-allotment option.
- ·Underwriters partially exercised over-allotment option for 4,680,000 units out of possible 4,698,000.
- ·Units not separated continue trading as MLAAU on Nasdaq Global Market.
18-03-2026
On March 18, 2026, Federal Agricultural Mortgage Corporation (Farmer Mac) filed an 8-K under Regulation FD Disclosure, announcing the posting of an investor slide presentation for equity investors on its website at www.farmermac.com. The presentation, intended for future use with analysts and investors, is attached as Exhibit 99 and not deemed 'filed' for liability purposes. No financial metrics, period comparisons, or performance data are disclosed in the filing.
- ·Securities registered: Class A voting common stock (AGM.A), Class C non-voting common stock (AGM), Series D (AGM.PRD), Series E (AGM.PRE), Series F (AGM.PRF), Series G (AGM.PRG), Series H (AGM.PRH) on New York Stock Exchange.
18-03-2026
Piedmont Realty Trust, Inc. (PDM) issued definitive additional proxy materials (DEFA14A) for its Annual Meeting of Stockholders on May 12, 2026, at 11:00 a.m. ET, held virtually. Shareholders are asked to vote on the election of nine director nominees, ratification of Deloitte & Touche, LLP as independent auditors for fiscal year 2026, advisory approval of named executive officer compensation, and approval of the Third Amended and Restated Omnibus Incentive Plan, with the Board recommending a vote FOR all items. Proxy materials and the Fiscal 2025 Annual Report are available online at envisionreports.com/PDM.
- ·Virtual meeting link: https://meetnow.global/MYT5Y6G
- ·Requests for paper proxy materials must be made 10 days prior to the meeting via envisionreports.com/PDM, phone (1-866-641-4276), or email to investorvote@computershare.com
- ·No fee required for filing
18-03-2026
Piedmont Realty Trust, Inc. (PDM) filed its DEF 14A Proxy Statement on March 18, 2026, for the virtual Annual Meeting of Stockholders on May 12, 2026, at 11:00 a.m. ET, with a record date of March 4, 2026. Stockholders are asked to vote on electing nine director nominees, ratifying Deloitte & Touche LLP as independent auditors for fiscal 2026, approving named executive officer compensation on an advisory basis, and approving the Third Amended and Restated Omnibus Incentive Plan. No financial performance metrics, period-over-period comparisons, or compensation amounts are specified in the provided filing content.
- ·Annual Meeting held virtually via live webcast at www.meetnow.global/MYT5Y6G
- ·Beneficial owners must register by 5:00 p.m. ET on May 7, 2026, with proof of proxy power to Computershare
- ·Proxy materials mailing begins April 1, 2026; available at www.envisionreports.com/PDM
- ·Deloitte & Touche LLP has served as independent auditors since 2018
18-03-2026
ECD Automotive Design, Inc. issued additional senior secured convertible notes with $2.66M principal (purchase price $2.42M) to its parent Holder on March 12, 2026, under a prior June 2025 SPA with up to $22.0M aggregate principal, increasing total outstanding principal from the Holder to $12.48M; the notes mature December 12, 2026, and are convertible into up to 783.5M shares at a $0.0034 floor price, capped at 9.99% beneficial ownership. Following a merger on March 12, 2026, outstanding IPO warrants were adjusted to $0.0176 cash per share against a $2300 exercise price, rendering them worthless.
- ·Notes exempt from registration under Section 4(a)(2) and Rule 506 of Regulation D.
- ·Holder exercised right under June 5, 2025 securities purchase agreement.
- ·Warrant adjustment pursuant to Section 4.5 of warrant agreement post-merger effective March 12, 2026.
18-03-2026
Steel Dynamics, Inc. issued a press release on March 17, 2026, titled 'Steel Dynamics Provides First Quarter 2026 Earnings Guidance,' furnished under Item 7.01 as Regulation FD Disclosure. The press release is attached as Exhibit 99.1 but not deemed 'filed' for Section 18 purposes. The Form 8-K was signed by Theresa E. Wagler, Executive Vice President and Chief Financial Officer, on March 18, 2026.
- ·Filing Date: March 18, 2026
- ·Date of Earliest Event Reported: March 17, 2026
- ·Items Reported: 7.01 (Regulation FD Disclosure), 9.01 (Financial Statements and Exhibits)
18-03-2026
Primo Brands Corporation (PRMB) has issued a proxy statement for its 2026 Annual Meeting of Stockholders on April 28, 2026, at 9:30 a.m. ET, held virtually, seeking votes to elect 10 director nominees including Britta Bomhard and Jerry Fowden, ratify PricewaterhouseCoopers LLP as independent auditors for the fiscal year ending December 31, 2026, and approve named executive officer compensation on an advisory basis. As of the March 5, 2026 record date, 363,176,926 shares of Class A common stock were outstanding and entitled to vote, with one vote per share. The company resulted from the November 8, 2024 merger of BlueTriton and Primo Water under Triton US HoldCo, Inc., renamed Primo Brands, with shares trading on NYSE under PRMB since November 11, 2024.
- ·Annual Meeting accessible via www.virtualshareholdermeeting.com/PRMB2026 using 16-digit control number.
- ·Proxy materials and 2025 Annual Report available at http://www.proxyvote.com/ as of March 18, 2026.
- ·Voting deadline: 11:59 p.m. ET on April 27, 2026 for Internet/telephone proxies.
18-03-2026
Primo Brands Corporation (PRMB) filed a DEFA14A Definitive Additional Proxy Materials on March 18, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing was made by the Registrant with no fee required. No specific financial data, proposals, or performance metrics are detailed in the provided filing header.
- ·Filing marked as Definitive Additional Materials
- ·Filed by the Registrant (not other party)
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