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US Pre-Market SEC Filings Roundup — March 02, 2026

USA Before-Market Intelligence

41 high priority80 medium priority121 total filings analysed

Executive Summary

Across 121 overnight SEC filings, dominant themes include a surge in M&A activity (10+ deals like Warner Bros. Discovery's $81B merger with Paramount Skydance, HBT Financial's completion with CNB adding $1.8B assets, Malibu Boats' $175M Saxdor acquisition), robust biopharma catalysts (United Therapeutics' 55% risk reduction in Phase 3, Rhythm's PDUFA March 20 for setmelanotide, DBV's Phase 3 responder rate 46.6%), and mixed financial results with 15+ companies showing YoY revenue growth averaging 30-50% (e.g., Venture Global +177%, RadNet +14.8%) but margin pressures in consumer/energy (avg -100bps compression in 8/20 cases). Capital allocation leans bullish with 12+ share repurchase programs (Klaviyo $500M, ADMA $200M, Zymeworks $62.5M used), dividend hikes (PROG +7.7%), and debt reductions (Bandwidth repurchased $100M notes). Energy/oil firms highlight strong production/revenue but impairments (Kosmos Q4 loss $377M), while REITs show leasing gains (Macerich 7.1M sq ft). Portfolio-level: 60% positive/mixed sentiment, implying pre-market upside in biopharma/media, caution in cruise/retail; no major insider selling patterns, but buys/exercises signal conviction (WhiteHorse 1.1M shares $8M, Ramaco CEO options). Forward catalysts cluster in H1-H2 2026 (NDAs, earnings, closings).

Tracking the trend? Catch up on the prior US Pre-Market SEC Filings Roundup digest from February 27, 2026.

Investment Signals(12)

  • Warner Bros. Discovery (DEFA14A)(BULLISH)

    $81B merger with PSKY at $31/share cash (+ticking fees), boards unanimous, $6B synergies projected Q3 2026 close

  • HBT Financial (8-K)(BULLISH)

    Merger completion adds $1.8B assets/$1.3B loans to $5.1B base, no performance declines, expands IL/IA footprint

  • Venture Global (8-K)(BULLISH)

    FY2025 revenue +177% YoY to $13.8B, EBITDA +198% to $6.3B, 2026 guidance $5.2-5.8B on 486-527 cargos

  • Malibu Boats (8-K)(BULLISH)

    $175M Saxdor acquisition at 7.2x EBITDA, +65% YoY revenue growth, immediately accretive EPS/margins, pro forma leverage 1.5x

  • Bandwidth (8-K)(BULLISH)

    Repurchased $100M 2028 notes at discount + retired $2026 notes, supports $80M buyback on 16% rev/30% EBITDA growth 2026

  • United Therapeutics (8-K)(BULLISH)

    Phase 3 ralinepag 55% risk reduction (HR 0.45, p<0.0001), NDA H2 2026, webcast March 2

  • WhiteHorse Finance (8-K)(BULLISH)

    Insiders bought 1.1M shares $8M, repurchase auth +$7.5M to $22.5M total despite NII -29.8% YoY, $0.26 dividend

  • Klaviyo (8-K)(BULLISH)

    $500M open-ended buyback + imminent $100M ASR, signals undervaluation

  • ADMA Biologics (8-K)(BULLISH)

    $200M 2026 buyback incl. $125M ASR (6.4M shares initial), on top of $160M YTD, $500M total auth

  • RadNet (8-K)(BULLISH)

    Q4 rev +14.8% YoY to $547.7M, vol +14.1%, 2026 guidance rev +17-19% to $2.325-2.375B

  • AAON (8-K)(BULLISH)

    FY2025 sales +20.1% to $1.44B, backlog +110.9% to $1.83B, 2026 sales +18-20% guidance despite margins -630bps

  • ITT (8-K)(BULLISH)

    $4.775B SPX FLOW acquisition complete March 2, adds $1.3B rev/14% organic growth, accelerates 2030 transformation

Risk Flags(10)

  • Whirlpool (8-K)[HIGH RISK]

    2026 ongoing EPS guidance cut to ~$6 from $7 due to +24% shares (71.3M vs 57.4M), net -$1 EPS dilution

  • Biglari Holdings (8-K)[HIGH RISK]

    FY2025 pre-tax op earnings -42% to $18.8M, Q4 loss vs profit, investment losses widened to -$66.5M

  • Norwegian Cruise (8-K)[HIGH RISK]

    FY2025 GAAP net income -53% to $423M despite rev +3.7%, 2026 Net Yield flat/Q1 -1.6% on capacity issues

  • Elevance Health (8-K)[HIGH RISK]

    CMS sanctions intent suspends MA-PD enrollments March 31 unless resolved, noncompliance on pre-2023 risk data

  • BioAtla (8-K)[HIGH RISK]

    Strategic review +70% workforce cut amid going concern doubts, need funding despite Phase 3 pipeline

  • Tancheng Group (8-K)[HIGH RISK]

    Auditor dismissal, prior going concern doubts + material weaknesses (no audit committee, IT controls)

  • GT Biopharma (8-K)[HIGH RISK]

    Q2/Q3 2025 restatements turn equity deficit -$25.9M, net loss +$28.7M liability misclassification

  • Shake Shack (8-K)[HIGH RISK]

    10-K correction slashes new Shack sales contrib from $218.5M to $68.3M amid traffic declines

  • Signing Day Sports (8-K)[HIGH RISK]

    Terminated ATM offering (no sales since Jul 2025), ends equity raise capacity

  • Pulmatrix (8-K)[HIGH RISK]

    Merger with Cullgen terminated Feb 28 due to China approval delays, pursuing alternatives

Opportunities(10)

  • Paramount Skydance (8-K)(OPPORTUNITY)

    Acquiring WBD at $110B EV, $6B synergies, net debt/EBITDA 4.3x to investment grade in 3yrs, close Q3 2026

  • Rhythm Pharma (8-K)(OPPORTUNITY)

    Phase 3 -18.8% BMI reduction, PDUFA March 20 2026 for hypothalamic obesity, EMA Q2/launch H2

  • DBV Technologies (8-K)(OPPORTUNITY)

    Phase 3 46.6% responders vs 14.8% placebo (∆31.8%), BLA H1 2026 peanut allergy

  • Xeris Biopharma (8-K)(OPPORTUNITY)

    Record FY rev +43.7% to $292M (Recorlev +117%), profitable $0.6M NI, 2026 guide $375-390M (+>30%)

  • Day One Biopharma (8-K)(OPPORTUNITY)

    OJEMDA rev +172% to $155.4M, 2026 guide +>50% to $225-250M, $441M cash, Emi-Le data mid-2026

  • Farmers National Banc (8-K)(OPPORTUNITY)

    Merger adds 42% assets to $7.4B, 7th acquisition in decade, branches +34% to 83

  • Digi Power X (8-K)(OPPORTUNITY)

    ARMS 200 data center live Mar 2026, 10MW Q3/$150M ann rev potl, $80M liquidity debt-free

  • AI radiology acquisition €230M, >$30M 2026 ARR, deploys Q3 2026 for 25% x-ray vol efficiency

  • Eton Pharma (8-K)(OPPORTUNITY)

    In-licensed HEMANGEOL accretive to 2026 earnings, 5-10K US pts/yr, $0 copay program

  • ADMA Biologics(OPPORTUNITY)

    $500M buyback auth ($360M used), undervalued on FCF, plasma facility strength

Sector Themes(6)

  • Media/Entertainment M&A Boom(BULLISH)

    5/121 filings major deals (WBD $81B, PSKY, Eventbrite approval), avg premium 40%, synergies $6B+, implies sector consolidation pre-market lift

  • Biopharma Trial Successes(BULLISH)

    12+ positive Phase 3/2 data (United 55% HR, Rhythm -18.8% BMI, DBV 31.8% responder delta, Dyne 5.46% dystrophin), 8 NDAs/PDUFAs H1-H2 2026, unmet needs (PAH, obesity, allergy)

  • Share Repurchases Surge(BULLISH)

    15 companies auth/used $2B+ (Klaviyo $500M, ADMA $200M, Zymeworks $62.5M, WhiteHorse insiders $8M), avg 10-20% shares targeted, signals conviction amid undervaluation

  • Energy Production Growth vs Impairments(MIXED)

    6 firms rev +50-177% YoY (Venture Global 380 cargos +170%, Kosmos prod +4% QoQ), but losses/impairments common (Kosmos $377M Q4), 2026 capex/dispositions key

  • REIT Leasing/Acquisitions Resilient(MIXED)

    Macerich 7.1M sq ft +82% YoY leased occ 94.9%, Essential 99.7% occ/7.8% yields, Farmers/HBT asset +42%, but occupancy dips (Public Storage move-ins -10.2%)

  • Guidance Mixed on Dilution/Costs(MIXED)

    10 cuts/flat (Whirlpool -$1 EPS, Norwegian yield flat, AAON margins -630bps), 8 raises (Xeris +30%, RadNet +17-19%), avg rev guide +15-20% offset by share count/capex rises

Watch List(8)

  • EPS guide cut impact, monitor Q1 update post-offerings [March 2026]

  • PDUFA for setmelanotide sNDA, final data March 2 [March 20, 2026]

  • ADVANCE OUTCOMES webcast, full results conference [March 2, 8:30am ET]

  • Jubilee J75 well online, EG sale close mid-2026, debt $3B [Q1 2026]

  • Earnings call on prelim rev/EBITDA guide [March 26, 8:30am ET]

  • CMS sanctions resolution on MA-PD data [March 31, 2026]

  • Strategic review outcomes, funding needs post-restructuring [H1 2026]

  • Alternative merger discussions post-Cullgen termination [Ongoing 2026]

Filing Analyses(121)
Warner Bros. Discovery, Inc.DEFA14Apositivemateriality 10/10

02-03-2026

Warner Bros. Discovery, Inc. (WBD) entered into a Merger Agreement on February 27, 2026, with Paramount Skydance Corporation (PSKY) and its subsidiary Prince Sub Inc., under which Merger Sub will merge with WBD, with WBD surviving as a wholly owned subsidiary of PSKY. WBD shareholders will receive $31.00 per share in cash, plus ticking consideration of $0.00277778 per day if closing after September 30, 2026 (capped at $0.25 per 90-day period). The boards of both companies unanimously approved the deal, which includes detailed treatments for vested/unvested equity awards and potential payments up to $1.528B related to certain senior notes.

  • ·Vested WBD Options and RSUs convert to cash based on Merger Consideration excess over exercise price.
  • ·Unvested equity awards assumed by PSKY with continued vesting terms; performance RSUs based on actual or extrapolated performance.
  • ·PSKY standstill until Effective Time, June 4, 2027, or termination, prohibiting alternative transactions.
  • ·PSKY may make Specified Request on WBD senior notes by October 15, 2026, or WBD may act thereafter.
HBT Financial, Inc.8-Kpositivemateriality 9/10

02-03-2026

HBT Financial, Inc. completed its merger with CNB Bank Shares, Inc. on March 2, 2026, integrating CNB's $1.8B total assets, $1.3B loans held for investment, and $1.5B deposits (as of Dec 31, 2025) into HBT's $5.1B asset base, $3.5B loans, and $4.4B deposits, expanding its footprint in central Illinois, Chicago MSA, and St. Louis MSA markets. The merger also led to the appointment of James T. Ashworth and Nancy L. Ruyle as new directors to HBT Financial and Heartland Bank boards, effective March 1, 2026, with terms expiring at the 2026 Annual Meeting. No financial performance declines or flat metrics were reported in the announcement.

  • ·HBT Financial provides financial products and services through 66 full-service branches in Illinois and eastern Iowa.
  • ·Peter Chapman designated as IR contact: HBTIR@hbtbank.com, (309) 664-4556.
Yum China Holdings, Inc.8-Kneutralmateriality 8/10

02-03-2026

Yum China Holdings, Inc. filed an 8-K on March 2, 2026, under Item 7.01 Regulation FD Disclosure, announcing the issuance of its annual results for the year ended December 31, 2025, on February 27, 2026, in compliance with The Stock Exchange of Hong Kong Limited listing rules. The full announcement is available at https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0301/2026030100009.pdf. No specific financial metrics or period-over-period comparisons are provided in the filing itself.

  • ·Securities registered: Common Stock, par value $0.01 per share (YUMC on NYSE; 9987 on HKEX)
  • ·Principal executive offices: Yum China Building, 20 Tian Yao Qiao Road, Shanghai 200030, People’s Republic of China; 101 East Park Boulevard, Suite 805, Plano, Texas 75074, United States of America
Venture Global, Inc.8-Kmixedmateriality 9/10

02-03-2026

Venture Global reported record FY 2025 revenue of $13.8B, up 177% YoY, with Consolidated Adjusted EBITDA of $6.3B (+198% YoY), driven by 380 LNG cargos exported (+170% YoY) and strong Plaquemines commissioning; Q4 revenue reached $4.4B (+192% YoY) and EBITDA $2.0B (+191% YoY). However, net income growth was slower at 53% YoY to $2.3B for FY and 23% YoY to $1.1B for Q4, due to lower LNG sales prices net of feed gas at Calcasieu, unfavorable interest rate swaps, and higher interest expense. The company announced new SPAs totaling ~9.75 MTPA, financings including $3.0B notes and $2.0B revolver, and 2026 EBITDA guidance of $5.2B-$5.8B amid expected 486-527 cargos.

  • ·Expects 145-156 cargos from Calcasieu and 341-371 from Plaquemines in 2026.
  • ·Plaquemines Phase I COD targeted Q4 2026; CP2 Phase II FID H1 2026.
  • ·Hanwha SPA: 1.5 MTPA for 20 years starting 2030; Trafigura: 0.5 MTPA for 5 years from 2026.
  • ·Prepaid $3.2B construction term loan with $3.0B notes proceeds.
  • ·Q1 2026 EBITDA guidance $1.15B-$1.25B impacted by Winter Storm Fern and margin compression.
WHIRLPOOL CORP /DE/8-Kmixedmateriality 9/10

02-03-2026

Whirlpool Corporation updated its 2026 ongoing (Non-GAAP) EPS guidance to ~$6.00 from the prior ~$7.00 provided on January 28, 2026, following public offerings of common stock and depositary shares, which increased weighted-average diluted shares outstanding to 71.3M from 57.4M (~24% rise) and dividends paid to ~$270M from ~$200M (~35% rise). While interest expense is lowered to ~$293M from ~$330M (~11% decline pre-tax), the net impact dilutes EPS by ~$1.00. GAAP reported EPS outlook remains ~$5.35, reconciled to ongoing EPS after ~$0.75 restructuring expense and ~(0.10) tax impact at a 25% tax rate.

  • ·Public offerings completed: shares of common stock (WHR on NYSE/NYSE Texas) and depositary shares (WHR-PRA on NYSE).
  • ·GAAP reconciliation adjustments: Restructuring expense ~$0.75 per diluted share (pre-tax), total income tax impact ~(0.10), normalized tax rate adjustment —.
Norwegian Cruise Line Holdings Ltd.8-Kmixedmateriality 9/10

02-03-2026

Norwegian Cruise Line Holdings reported FY2025 total revenue growth of 3.7% to $9.8B and Adjusted EBITDA up 11% to $2.73B exceeding guidance, with Adjusted EPS rising 19% to $2.11; however, GAAP net income declined sharply to $423.2M from $910.3M. Q4 2025 revenue increased 6% to $2.2B and Adjusted EBITDA grew 20% to $564M, but 2026 guidance projects flat full-year Net Yield on Constant Currency basis and a Q1 decline of ~1.6% due to Caribbean capacity absorption challenges and execution missteps. Net Leverage stood at 5.3x with $14.6B total debt, targeting ~5.2x by year-end 2026.

  • ·New ship orders: three vessels (one per brand) for delivery in 2036 and 2037.
  • ·FY2026 Adjusted Net Cruise Cost excluding Fuel per Capacity Day guidance: up ~0.9% Constant Currency vs 2025.
  • ·Fuel expense Q4 2025: $168M, price per metric ton net of hedges $662 (up from $641 in 2024).
  • ·Newbuild-and-Growth CapEx FY2025: $2.6B gross ($1.0B net of financing); FY2026 guidance: ~$2.8B gross (~$1.2B net).
  • ·Oceania Sonata bookings surpassed Oceania Allura by 45% on launch day; debuts August 2027 with 1,390 guests capacity.
  • ·Net Leverage target: ~5.2x by end-2026.
Unknown8-Kmixedmateriality 9/10

02-03-2026

Norwegian Cruise Line Holdings reported FY2025 total revenue growth of 3.7% to $9.8B driven by higher Capacity Days, with Adjusted EBITDA up 11% to $2.73B exceeding guidance and Adjusted EPS up 19% to $2.11; however, GAAP net income declined sharply to $423.2M from $910.3M in 2024. Q4 2025 revenue increased 6% to $2.2B and Adjusted EBITDA rose 20% to $564M, but FY2026 guidance indicates flat Net Yield growth amid execution shortfalls and Q1 Net Yield decline of ~1.6% due to Caribbean capacity challenges.

  • ·Net Leverage 5.3x at Dec 31, 2025, expected ~5.2x end FY2026
  • ·FY2026 Adjusted Net Cruise Cost excluding Fuel per Capacity Day +0.9% Constant Currency guidance
  • ·Q1 2026 Adjusted EBITDA guidance $515M
  • ·New ship orders for three brands, deliveries 2036-2037
  • ·Fuel consumption FY2025 253,000 metric tons at $662/ton net of hedges
  • ·Newbuild-and-Growth Capex FY2025 $2.6B gross, FY2026 guidance ~$2.8B
  • ·Hedged 51% of FY2026 fuel consumption at $513/metric ton blended
U.S. GoldMining Inc.8-Kneutralmateriality 6/10

02-03-2026

U.S. GoldMining Inc. filed an 8-K on March 2, 2026, announcing via news release (Exhibit 99.1) the results of the Initial Assessment and joint Preliminary Economic Assessment for the Whistler Gold-Copper Project. No specific financial or operational metrics were detailed in the filing itself.

  • ·Filing includes Exhibit 99.1: Press release dated March 2, 2026
  • ·Securities: Common Stock (USGO) and Warrants (USGOW) on Nasdaq Stock Market LLC
TANCHENG GROUP CO., LTD.8-Kmixedmateriality 7/10

02-03-2026

On February 27, 2026, Tancheng Group Co., Ltd. dismissed Onestop Assurance PAC as its independent registered public accounting firm effective immediately and appointed Guangdong Prouden CPAs GP as the new firm for the fiscal year ending December 31, 2025. Prior audit reports for years ended December 31, 2024 and 2023 included an emphasis of matter on substantial going concern doubts and disclosed material weaknesses in internal controls, such as lack of an audit committee and inadequate IT controls; however, there were no disagreements on accounting principles or reportable events beyond those weaknesses. Onestop Assurance provided a letter on February 28, 2026, agreeing with the company's disclosures.

  • ·Company had only a sole director and executive officer before October 12, 2023.
  • ·No formal procedures for data backup or off-site storage as of December 31, 2024.
  • ·Former company name: BIGEON CORP. (name change date: September 18, 2018).
Oscar Health, Inc.8-Kneutralmateriality 4/10

02-03-2026

Oscar Health, Inc. will participate in the 2026 Raymond James Institutional Investors Conference on March 2, 2026, and reaffirm its full year 2026 guidance originally provided in its Q4 and full-year 2025 financial results press release dated February 10, 2026. This Regulation FD disclosure is not deemed 'filed' for SEC purposes and includes standard forward-looking statement cautions referencing risks in the 2025 10-K.

Kosmos Energy Ltd.8-Kmixedmateriality 9/10

02-03-2026

Kosmos Energy reported Q4 2025 net production of ~67,900 boepd, up ~4% QoQ, with revenues of $295 million, but posted a net loss of $377 million ($0.79/share) including $144 million write-off and $178 million impairments, with adjusted net loss of $78 million ($0.16/share). Year-end 1P reserves stood at ~250 mmboe (10-year life, 90% replacement ratio) and 2P at ~500 mmboe (20-year life, -18% replacement), bolstered by Ghana license extensions to 2040, while FY capex of $292 million was 25% below guidance. Key post-quarter moves included a $350 million bond offering, redemption of 2026 notes, TEN FPSO acquisition for opex savings, and sale of Equatorial Guinea assets for up to $220 million to accelerate debt reduction from $3.0 billion net debt.

  • ·GTA production: Dec 2025 ~2.7 mtpa equivalent, 2026 YTD ~2.9 mtpa; Q4 net ~14,200 boepd.
  • ·Jubilee: Current gross >70,000 bopd; J74 well ~13,000 bopd; J75 ~40m net pay, online Q1 2026 end.
  • ·Equatorial Guinea sale details: Upfront $180M (adj.), contingents $12.5M (performance) + $9M/yr 2027-2029 (oil price/prod thresholds); effective Jan 1, 2025, close mid-2026.
  • ·Hedges: 2026 8.5M bbl floor ~$66/bbl; 2027 2.0M bbl floor ~$60/bbl.
  • ·Liquidity at Dec 31, 2025: $92M cash, $150M RBL undrawn, $100M Term Facility undrawn.
  • ·Overhead reductions FY 2025: >$25M.
  • ·FY 2026 capex guidance: ~$350M (~2/3 to Jubilee drilling).
Eaton Corp plc8-Kpositivemateriality 9/10

02-03-2026

Eaton Corporation plc (NYSE:ETN) announced the appointment of David Foster as Executive Vice President and Chief Financial Officer effective March 2, 2026, succeeding Olivier Leonetti who will depart on March 13, 2026, as part of a planned transition. Foster rejoins after a 29-year career with Eaton, bringing expertise in finance, operations, and markets during a period of unprecedented demand and growth. The company reported $27.4B in revenues for 2025 while serving customers in 180 countries.

  • ·Foster previously held roles in FP&A, Controllership, Corporate Development, Treasury, M&A, and was SVP Finance and Planning, Industrial Sector before retiring in 2022.
  • ·Foster holds a bachelor’s degree from the University of Michigan and a master’s degree in Manufacturing Management from Kettering University.
  • ·Eaton founded in 1911.
Biglari Holdings Inc.8-Knegativemateriality 9/10

02-03-2026

Biglari Holdings Inc. reported full-year 2025 pre-tax operating earnings of $18.8M, a 42% decline from $32.6M in 2024, while Q4 operating earnings shifted to a $1.7M loss from a $3.9M profit. Investment losses widened sharply to $66.5M for the year from $40.7M, contributing to a net loss of $37.5M attributable to shareholders versus $3.8M in 2024. The 2025 Annual Report and 10-K are available at www.biglariholdings.com.

  • ·Q4 2025 investment losses: -$62.3M vs -$21.9M in Q4 2024.
  • ·Businesses include property and casualty insurance and reinsurance, licensing and media, restaurants, and oil and gas.
  • ·Press release issued February 28, 2026; 2025 Annual Report posted online.
MALIBU BOATS, INC.8-Kpositivemateriality 9/10

02-03-2026

Malibu Boats, Inc. (MBUU) acquired Saxdor Yachts for approximately $175M (EUR 150M), consisting of $130M cash and $45M in stock, with up to $84M earnout, at a 7.2x estimated EBITDA multiple. The deal targets the $2.5B adventure dayboat market growing at 15% CAGR, with Saxdor achieving 65% YoY constant currency revenue growth in calendar 2025 and projected $225-235M revenue for the 12 months ending March 31, 2026, at 10-11% EBITDA margins. The acquisition is immediately accretive to EPS and adjusted EBITDA margins, reaffirms FY2026 guidance for legacy business, and results in pro forma net leverage of 1.5x.

  • ·Saxdor founded in 2019 in Helsinki, Finland, with facilities in Finland and Poland.
  • ·Acquisition closes March 2, 2026; Saxdor operates as subsidiary maintaining brand autonomy.
  • ·Pro forma net leverage of 1.5x vs. maximum 2.5x.
  • ·North America represents 33% of Saxdor revenue despite 67% of world's high-net-worth adults.
Bandwidth Inc.8-Kpositivemateriality 8/10

02-03-2026

Bandwidth Inc. repurchased $100M aggregate principal of its 0.50% Convertible Senior Notes due 2028 at a discount to par via privately negotiated agreements, reducing outstanding principal from $250M to $150M, with closing expected on March 4, 2026. Simultaneously, its 0.25% Convertible Senior Notes due 2026 matured on March 1, 2026, and were fully retired with cash on hand, simplifying the capital structure and eliminating nearer-term maturities. The moves support a balanced capital allocation including an $80M share repurchase program, backed by record Q4 2025 profitability and expectations for 16% revenue growth and nearly 30% Adjusted EBITDA growth in 2026.

  • ·Repurchases conducted via separate, privately negotiated agreements with a limited number of holders
  • ·Repurchases payable in cash at a discount to par value
  • ·Capped call transactions related to 2028 Notes expected to remain in effect
UNITED THERAPEUTICS Corp8-Kpositivemateriality 10/10

02-03-2026

United Therapeutics announced top-line results from its pivotal Phase 3 ADVANCE OUTCOMES study, where ralinepag met the primary endpoint by reducing the risk of clinical worsening by 55% (HR 0.45, 95% CI [0.33-0.62], p<0.0001) versus placebo in 687 PAH patients, 80% on dual background therapy and 70% WHO/NYHA FC II at baseline. The drug also achieved key secondary endpoints, including 47% increased odds of clinical improvement (p=0.015), improvements in 6MWD and NT-proBNP. Ralinepag was well-tolerated with no new safety signals, and United Therapeutics plans an NDA submission to the FDA by H2 2026.

  • ·Webcast scheduled for March 2, 2026, at 8:30 a.m. Eastern Time via https://ir.unither.com/events-and-presentations
  • ·Full ADVANCE OUTCOMES results to be presented at an upcoming international conference
  • ·Primary endpoint: time to first adjudicated clinical worsening event (death, nonelective hospital admission for worsening PAH, etc.)
Kairos Pharma, LTD.8-Kpositivemateriality 9/10

02-03-2026

Kairos Pharma, Ltd. (NYSE American: KAPA) announced binding terms to acquire exclusive worldwide rights to CL-273, a next-generation AI-designed pan-EGFR inhibitor for EGFR-mutant NSCLC, from OrbiMed and Torrey Pines-backed Celyn Therapeutics, targeting a $16.2B market opportunity in 2026. CEO John Yu described the transaction as value-accretive and pivotal for expanding the oncology pipeline with a potentially best-in-class asset addressing resistance in lung cancer. No financial terms of the deal were disclosed, and completion remains subject to risks outlined in forward-looking statements.

  • ·CL-273 is a reversible, wild-type-sparing small-molecule inhibitor targeting resistant EGFR mutations in NSCLC.
  • ·EGFR mutations occur in 10-15% of Western NSCLC cases and up to 50% in Asian populations.
  • ·Celyn Therapeutics focuses on small-molecule oncology drugs including EGFR- and c-MET-pathway inhibitors.
  • ·ENV-105 is in Phase 2 for castrate-resistant prostate cancer and Phase 1 for NSCLC; not yet FDA-approved.
  • ·D. Boral Capital, LLC acted as sole financial advisor.
Alaunos Therapeutics, Inc.8-Kmixedmateriality 8/10

02-03-2026

Alaunos Therapeutics announced positive non-GLP preclinical data from two DIO mouse studies for ALN1003, showing dose-dependent body weight loss peaking at -12.9% after 34 days in Study 1 and -21.9% fat mass %BW in the high-dose group of Study 2, alongside liver weight reductions up to 55% and improvements in metabolic biomarkers like glucose (197 mg/dL vs 320 mg/dL control) and cholesterol. However, tolerability issues included mild reversible hypolocomotion in Study 1 and slight dehydration in high-dose Study 2 animals, with model limitations from anorexia/hypodipsia confounding results. The company has $1.9M in cash as of September 30, 2025, with runway into Q2 2026, and plans additional preclinical/CMC work toward IND.

  • ·Food consumption reduced to 56.7g/cage (high dose) vs 84.5g/cage control in DIO Study 2
  • ·Water consumption reduced to 63.5 mL/cage (high dose) vs 112.8 mL/cage control in DIO Study 2
  • ·Glucose: 197 mg/dL (high dose) vs 320 mg/dL control; total cholesterol: 162 mg/dL vs 209 mg/dL
  • ·Cash runway extends into Q2 2026; pursuing additional financing
Zymeworks Inc.8-Kpositivemateriality 9/10

02-03-2026

Zymeworks Inc. announced a $250 million non-dilutive royalty-backed note financing from Royalty Pharma, secured by 30% of worldwide tiered royalties on Ziihera from Jazz Pharmaceuticals and BeOne Medicines, while retaining 70% of royalties during repayment and full rights thereafter. Proceeds will strengthen the balance sheet, fund stock repurchases at a perceived discount to intrinsic value, support potential strategic acquisitions, and extend cash runway beyond 2028. Zymeworks retains all milestone payments, including up to $1.5 billion in potential regulatory and commercial milestones.

  • ·Repayment to Royalty Pharma from low to mid-single digit tiering royalties up to pre-specified limit, ceasing at 1.65x note by Dec 31, 2033 or 1.925x thereafter.
  • ·Jazz royalties: tiered 10% to high teens on global sales (ex-Asia excl. Japan, Australia, NZ) up to $2.0B, 20% above.
  • ·BeOne royalties: mid-single to mid-double digits up to $1.0B annual net sales, 19.5% above; holds marketing rights in Asia (ex-Japan), Australia, NZ.
  • ·All regulatory and commercial milestones retained by Zymeworks.
CareTrust REIT, Inc.8-Kneutralmateriality 4/10

02-03-2026

CareTrust REIT, Inc. (CTRE) filed an 8-K on March 2, 2026, under Item 7.01 Regulation FD Disclosure, announcing an update to its investor presentation. The updated presentation is available on the Company's website at www.CareTrustREIT.com in the 'Events & Presentations' tab under the 'Investors' section. No specific financial metrics or material information are disclosed in the filing itself.

  • ·Filing available under Section 12(b): Common Stock, par value $0.01 per share (CTRE) on New York Stock Exchange
  • ·Company address: 24901 Dana Point Harbor Dr, Suite A200, Dana Point, CA 92629
  • ·Telephone: (949) 542-3130
MACERICH CO8-Kmixedmateriality 8/10

02-03-2026

Macerich reported record-breaking leasing in FY2025 with 7.1M sq ft of new/renewal space signed (up from 3.9M in FY2024), 1,199 leases (up from 819), and 291 store openings (up from 197), driving leased occupancy to 94.9% from 94.6%; however, physical occupancy slightly declined to 90.9% from 92.0%. The company is ahead of its Path Forward Plan leasing targets at 76% complete (vs 70% year-end goal) with a $107M committed SNO pipeline (potential $140M) and full commitments for 30 anchor replacements generating ~$750M in annual sales. Progress on leverage reduction includes ~$1.2B in mall sales and ~$135M in outparcel dispositions completed against 2025 targets.

  • ·30 anchors totaling 2.9M SF committed, with 5 open, 5 under construction, 11 executed, 9 with leases out to open 2025-2028.
  • ·Outparcel dispositions: ~$122M closed, ~$15M under contract, additional ~$50M in negotiation; total plan up to $375-475M.
  • ·Mall dispositions completed include Lakewood Center ($332M sale), Country Club Plaza ($147M), Oaks ($157M), others totaling ~$1.2B.
  • ·Path Forward Plan projects permanent physical occupancy rising to 95% by 2028 from ~82% in 2024, with temporary dip in 1H26 due to build-outs.
TERADATA CORP /DE/8-Kneutralmateriality 6/10

02-03-2026

Teradata Corporation expanded its Board from nine to ten directors and elected Melissa Fisher as a Class I director effective March 1, 2026, appointing her to the Audit Committee and Nominating and Governance Committee as an Audit Committee Financial Expert. This follows a Cooperation Agreement with Lynrock Lake parties announced on February 11, 2026. Director Daniel Fishback will retire at the 2026 Annual Meeting with no disagreements on company matters.

  • ·Ms. Fisher determined independent under NYSE and SEC requirements.
  • ·No other arrangements or Item 404(a) transactions involving Ms. Fisher.
  • ·Mr. Fishback has served since 2017 and remains on Compensation and People Committee until retirement.
  • ·Proxy statement describing compensation program filed March 27, 2025.
Lumexa Imaging Holdings, Inc.8-Kmixedmateriality 9/10

02-03-2026

Lumexa Imaging reported preliminary unaudited Q4 2025 consolidated revenues of at least $261M, up from $248M YoY, and FY 2025 revenues of at least $1.016B, up from $948.9M, with Adjusted EBITDA growing to at least $63M in Q4 (from $53.7M) and $229M for the year (from $200.8M). However, Q4 net loss was roughly flat at approximately $25.4M (vs. $25.1M YoY), while FY net loss improved to $43.8M from $94.1M; consolidated total procedures grew 10.1% YoY in Q4 but system-wide total procedures rose only 3.4% for the FY. The company issued 2026 guidance for consolidated revenues of $1.045-1.097B and Adjusted EBITDA of $234-242M, opened 9 de novo centers in 2025, and highlighted PET volume growth of 17% consolidated.

  • ·Completed IPO, reduced leverage, and refinanced debt in Q4 2025.
  • ·Opened 3 wholly owned de novo centers and acquired 1 site in Q4 2025.
  • ·Earnings call scheduled for March 26, 2026 at 8:30 a.m. ET.
  • ·Presentations at Raymond James (March 2), Leerink (March 9), and Barclays (March 10) conferences.
  • ·2026 guidance includes ~$7M public company costs, lowering implied EBITDA growth to 4% at midpoint.
INDEPENDENCE REALTY TRUST, INC.8-Kneutralmateriality 3/10

02-03-2026

Independence Realty Trust, Inc. (IRT) filed an 8-K on March 02, 2026, under Items 7.01 (Regulation FD Disclosure) and 9.01, furnishing Exhibit 99.1. No substantive financial, operational, or performance data is provided in the filing content.

  • ·Filing Type: 8-K
  • ·Items Reported: 7.01, 9.01
  • ·Subcategory: Regulation FD Disclosure
XOMA Royalty Corp8-Kmixedmateriality 8/10

02-03-2026

XOMA Royalty Corp reported preliminary unaudited FY2025 cash receipts from royalties and milestones of ~$49-50M, bolstered by a strong cash position of ~$133M (including $82M unrestricted and $51M restricted) as of December 31, 2025, and repurchased 648,048 common shares for $16M, reducing outstanding shares to 11,888,489 as of February 27, 2026. The company added a total of 24 assets in 2025 through creative deals including royalty acquisitions from KNTE, EPIX, BINV, MURA, LVTX, TSBX, HLVX, TAK, RPRX, and GBIO, enhancing its portfolio of over 100 assets with >$140M milestones received since 2017 and >$2B in future potential. However, G&A expenses rose by $1M due to ongoing litigation against Janssen Biotech over unauthorized use of IP in TREMFYA commercialization, with uncertain outcome and continued legal costs expected.

  • ·Commercial portfolio 3Q25 YTD FY26 royalty receipts include $22.5M (Wet AMD/DME/RVO at 0.5% royalty), $8.5M (r/rpLGG at mid-single digit), $2.0M (Niemann-Pick Type C at mid-single digit), $1.3M (Hemophilia-B at mid-single digit), and <$0.5M each for Bacterial Vaginosis, Acute Pain, and FSAD.
  • ·Key 2026 catalysts: Seralutinib Phase 2b/3 data (PAH), ersodetug regulatory decisions (EMA, Japan; cHI/FAP), REC-4881 Phase 1/2 data, product launches for ersodetug (THI), volixibat (PSC), rilvegostomig (lung cancer).
  • ·Litigation against Janssen asserts breach of contract and unjust enrichment from unauthorized IP use in TREMFYA.
  • ·Share price $25.53 as of market close 02/27/2026.
Zymeworks Inc.8-Kmixedmateriality 9/10

02-03-2026

Zymeworks reported full-year 2025 revenue of $106.0M, up 39% YoY from $76.3M, with net loss narrowing 34% to $81.1M from $122.7M, supported by $270.6M in cash and a new $250M royalty-backed note from Royalty Pharma. However, Q4 2025 revenue fell sharply 92% to $2.5M from $31.0M in Q4 2024, R&D expenses rose slightly 2% YoY to $137.0M, and G&A expenses remained flat at $61.5M. The company utilized $62.5M for share repurchases under a $125M program and anticipates adjusted gross operating expenses 20% lower in 2026 versus 2025's $170.5M.

  • ·Up to $89.0M in additional milestone payments for Ziihera in further indications beyond biliary tract cancer and GEA.
  • ·Up to $977.5M in future commercial milestones for Ziihera.
  • ·Tiered royalties on Ziihera: 10% to high teens up to $2.0B global sales (Jazz), 20% above; mid-single to mid-double digits up to $1.0B (BeOne), 19.5% above.
  • ·Supplemental BLA for Ziihera in 1Q 2026 by Jazz, potential U.S. launch 2H 2026.
  • ·IND filings for ZW209 and ZW1528 on track for 2026; one planned IND per annum from multispecific portfolio starting 2028.
  • ·$53.0M in milestones already received for Ziihera in biliary tract cancer.
  • ·Up to $18.0M development and $186.5M commercial milestones for pasritamig.
TG-17, Inc.8-Kmixedmateriality 9/10

02-03-2026

On March 1, 2026, Our Bond, Inc. (OBAI) amended warrants originally issued October 27, 2025, reducing the exercise price for 12,000,000 shares from $12.35 to discounted levels of $2.25 (4.5M shares), $2.75 (3.75M shares), and $3.25 (3.75M shares) for 90 days, after which it reverts to $12.35; 15,991,902 shares remain purchasable overall. Simultaneously, the company issued a $2.5M promissory note to Ascent Partners Fund, LLC at 10% interest, maturing September 1, 2026, requiring 25% of future securities offering proceeds toward repayment, with default penalties including 24% interest. This provides short-term financing but introduces dilution risk from lower warrant prices and debt obligations.

  • ·Warrant original expiration: July 27, 2026
  • ·Note events of default include failure to pay principal/interest within 5 business days, covenant breaches, defaults on indebtedness over $150,000, or change of control
  • ·All other warrant terms unchanged post-amendment
PUBLIC CO MANAGEMENT CORP8-Kneutralmateriality 6/10

02-03-2026

On February 28, 2026, the Board of Directors of Public Company Management Corp (PCMC) approved an amendment and restatement of Article 4 of its Articles of Incorporation, authorizing 550M shares of capital stock: 500M shares of common stock ($0.001 par value) and 50M shares of preferred stock ($0.001 par value), with board authority to designate series of preferred stock. The amendment was approved by written consent of stockholders holding 23,946,307 shares, representing 70.3% of the voting power. It becomes effective upon filing with the Nevada Secretary of State no earlier than 20 days after mailing the Schedule 14C Information Statement around March 14, 2026; no new shares are issued by this action alone.

  • ·PCMC is a blank check company (SIC 6770) with common stock trading on OTC Market under ticker PCMC.
  • ·Fiscal year end: September 30.
  • ·EIN: 88-0493734; Incorporated in Nevada.
  • ·Principal executive offices: 9350 Wilshire Boulevard, Suite 203, Beverly Hills, CA 90212.
  • ·Information Statement on Schedule 14C to be mailed around March 14, 2026 to stockholders of record as of February 28, 2026.
Elevance Health, Inc.8-Knegativemateriality 9/10

02-03-2026

On February 27, 2026, CMS notified Elevance Health, Inc. of its intent to impose intermediate sanctions suspending new Medicare Advantage-Prescription Drug (MA-PD) plan enrollments and certain beneficiary communications, effective March 31, 2026, unless resolved, due to alleged noncompliance with risk adjustment data submission requirements for dates of service prior to April 3, 2023. The sanctions do not impact benefits for current MA-PD members. Elevance Health, which revised its practices in April 2023 following regulatory guidance, is engaging cooperatively with CMS to address the concerns.

  • ·Sanctions relate specifically to Medicare Advantage risk adjustment data submission requirements for dates of service prior to April 3, 2023.
Eventbrite, Inc.8-Kpositivemateriality 10/10

02-03-2026

Eventbrite, Inc. held a special stockholder meeting on February 27, 2026, approving the Merger Agreement with Bending Spoons US Inc. and Everest Merger Sub Inc. by an overwhelming vote of 212,405,179 for, 1,169,058 against, and 368,438 abstentions out of shares representing 88.7% quorum. The advisory Merger-Related Compensation Proposal (208,701,175 for) and Adjournment Proposal also passed strongly, primarily driven by Class B common stock votes. Prior litigation challenging the merger vote was dismissed as moot following approval under both parties' interpretations of the charter.

  • ·Record date for Special Meeting: January 16, 2026
  • ·Proxy statement filed: January 28, 2026
  • ·Merger closing subject to HSR waiting period, no MAE, and customary conditions
  • ·Class B shares carry 10 votes per share vs. 1 for Class A
Unknown8-Kmixedmateriality 8/10

02-03-2026

Puget Energy's Spring 2026 fixed income investor presentation reports strong 2025 financial performance with an earned ROE of 7.7% (highest in five years), over $1.3B in WUTC-approved cost recovery including a $660M GRC increase, and clean energy progress via 1,372 MW PPAs and completion of 248 MW Beaver Creek wind. However, electric rates outpace Washington peers due to CETA compliance, reflected in a $400M revenue increase approval from a $709M request (20.5% system average rate hike), Colstrip $7M disallowance, and a pending 2026 GRC seeking $625M electric revenue increase in 2027 (15.2%). The company plans nearly $290M in low-income assistance to keep energy burden below 6%.

  • ·PSE generating capacity: 7.98 GW (46% renewable, 45% natural gas, 9% coal)
  • ·Infrastructure: ~27,000 miles electric lines, ~28,000 miles gas lines
  • ·2026 GRC multi-year requests: Electric revenue increases totaling $1,236M (2027-2029), Gas $299M; Authorized ROE 10.8% / 50% equity ratio
  • ·PCAM sharing bands elimination proposal dismissed on procedural grounds Feb 23, 2026; refiled in GRC
Artificial Intelligence Technology Solutions Inc.8-Kpositivemateriality 5/10

02-03-2026

Artificial Intelligence Technology Solutions, Inc. (AITX), through its subsidiary Robotic Assistance Devices, Inc. (RAD), announced a new channel partner placed an immediate first-day order for two RIO™ 360 units, one ROSA™ system, and three SARA™ software licenses, signaling strong confidence in RAD's expanding channel ecosystem and integrated autonomous security solutions. This aligns with RAD's strategy of scaling via committed multi-system deployments in the nearly $50B USD security industry, where RAD offers 35%-80% cost savings over manned guarding. RAD maintains a prospective sales pipeline with over 35 Fortune 500 companies, though no specific order value or revenue impact was disclosed.

  • ·RAD has successfully completed SOC 2 Type 2 audit, validating internal controls for customer data protection.
  • ·RAD invites security professionals to ISC West 2026 for live demonstrations and meetings.
  • ·All RAD technologies, AI-based analytics, and software platforms are developed in-house.
Rein Therapeutics, Inc.8-Kneutralmateriality 8/10

02-03-2026

Rein Therapeutics, Inc. (RNTX) entered into a Securities Purchase Agreement dated February 2026 to sell an unsecured promissory note to a purchaser, as part of a series of notes with an aggregate principal amount of up to $5.5M, including a prior $2.5M note issued in January 2026. The notes include a 20% original issue discount on the purchase price. No financial performance metrics or period-over-period comparisons are provided in the filing.

  • ·Agreement closing to occur no earlier than first Business Day after February 2026 and no later than fifth Business Day after.
  • ·SEC filing date: March 02, 2026.
  • ·Exemption under Section 4(a)(2) of Securities Act and Rule 506 of Regulation D.
Public Policy Holding Company, Inc.8-Kpositivemateriality 5/10

02-03-2026

Public Policy Holding Company, Inc. (PPHC) issued 342,500 new Common Shares of $0.001 each pursuant to the partial exercise of the over-allotment option from its January 2026 IPO, bringing total issued and voting share capital to 28,923,571 shares. The New Shares, ranking pari passu with existing shares, will be admitted to trading on AIM on or around March 5, 2026. No financial performance metrics or declines were reported.

  • ·Engaged by approximately 1,400 clients across sectors including healthcare, financial services, energy, technology, telecoms, and transportation.
  • ·Operations across 18 offices in the United States and internationally.
  • ·Incorporated in 2014.
RHYTHM PHARMACEUTICALS, INC.8-Kpositivemateriality 9/10

02-03-2026

Rhythm Pharmaceuticals announced additional positive 52-week data from its Phase 3 TRANSCEND trial of setmelanotide in acquired hypothalamic obesity, showing a -18.8% placebo-adjusted difference in BMI reduction across 142 patients (including 12 Japanese and 10 supplemental patients), with the setmelanotide group (n=94) achieving -16.4% BMI reduction vs. +2.4% for placebo (n=48). Among patients aged 12+ (n=98), setmelanotide reduced weekly hunger scores by an average of 2.5 points vs. 1.3 points for placebo. The sNDA is under FDA review with a PDUFA goal date of March 20, 2026, and final data submission planned for March 2, 2026.

  • ·Trial met primary endpoint (p<0.0001) and key secondary endpoint for hunger score in patients aged 12+ (p=0.0015).
  • ·EMA CHMP expected to issue opinion in Q2 2026 with potential EC marketing authorization in H2 2026.
  • ·Plans to submit full data package to Japan PMDA for marketing authorization.
  • ·Acquired hypothalamic obesity estimated at 10,000 patients in US and Europe, 5,000-8,000 in Japan.
Crane Harbor Acquisition Corp.DEFM14Aneutralmateriality 9/10

02-03-2026

Crane Harbor Acquisition Corp. (CHAC), a SPAC, filed a definitive proxy statement (DEFM14A) on March 2, 2026, for an extraordinary general meeting on March 19, 2026, seeking approval for its business combination with Xanadu Quantum Technologies Inc. (Old Xanadu) via Xanadu Quantum Technologies Limited (NewCo), including SPAC's continuance from Cayman Islands to Ontario and share exchanges under a Plan of Arrangement dated November 3, 2025. The transaction contemplates issuance of 515,387,046 NewCo Class A Multiple Voting Shares and 79,747,482 Class B Subordinate Voting Shares, alongside PIPE financing at $10.00 per share from investors including affiliates of Crane Harbor Sponsor, LLC. No prior period financial performance data or metrics are disclosed in the filing.

  • ·Business Combination Agreement dated November 3, 2025, between Crane Harbor Acquisition Corp., Xanadu Quantum Technologies Limited (NewCo), and Xanadu Quantum Technologies Inc. (Old Xanadu).
  • ·Extraordinary General Meeting on March 19, 2026, at 10:00 a.m. Eastern Time, held virtually.
  • ·Proposals for vote: Business Combination Proposal (Proposal No. 1), Continuance Proposal (Proposal No. 2), Adjournment Proposal (Proposal No. 3).
  • ·SPAC Rights to be exercised for 1/10 of one SPAC Class A Share prior to Closing.
  • ·NewCo intends to list Class B Subordinate Voting Shares on Nasdaq and TSX post-Closing.
EACO CORP8-Kneutralmateriality 8/10

02-03-2026

EACO Corp filed an 8-K on March 2, 2026, disclosing entry into a material definitive agreement under Item 1.01 and the creation of a direct financial obligation under Item 2.03, with related financial statements and exhibits under Item 9.01. No specific financial metrics, amounts, or performance comparisons were detailed in the filing notice. This represents a material event potentially impacting the company's capital structure.

  • ·Filing CIK: 0000784539
  • ·SIC: 5065 - WHOLESALE-ELECTRONIC PARTS & EQUIPMENT, NEC
  • ·Fiscal Year End: August 31
  • ·Business Address: 5065 E Hunter Ave, Anaheim, CA 92807
EQV Ventures Acquisition Corp.8-Kpositivemateriality 9/10

02-03-2026

EQV Ventures Acquisition Corp. (NYSE: FTW) shareholders approved the business combination with Presidio Investment Holdings LLC, a mature oil and gas operator, at an extraordinary general meeting on February 27, 2026. The transaction is expected to close on or about March 4, 2026, subject to closing conditions, with shares of the combined entity to trade on NYSE under 'FTW' starting March 5, 2026. Presidio anticipates providing dividend details post-closing, highlighting its capital-light platform for shareholder returns, though dividends are not guaranteed and subject to various risks.

  • ·EQV sponsored by affiliate of EQV Group, formed in 2022.
  • ·Presidio headquartered in Fort Worth, TX, focused on Mid-Continent operations.
  • ·A Form 8-K with full voting results to be filed with SEC.
  • ·Contacts: Presidio@icrinc.com; IR@eqvventures.com
Public Storage8-Kmixedmateriality 7/10

02-03-2026

Public Storage released a same-store operating update for the period ended February 25, 2026, covering 2,755 facilities (192.1M sq ft), with occupancy improving to 91.7% from 90.6% (+1.1%). However, move-in activity weakened significantly, with contract rents gained from move-ins declining 10.2% to $36.9M, square footage down 5.7%, and average rent per sq ft falling 4.7% to $11.93, while annual contract rent per occupied sq ft was nearly flat at $22.13 (-0.1%). Promotional discounts decreased 16.0% to $9.2M and contract rents lost from move-outs fell 7.6% to $53.5M.

  • ·Same Store Facilities owned and operated on stabilized basis since January 1, 2024
  • ·Investor Presentation posted on March 1, 2026, for upcoming investor conference
  • ·Annual Report on Form 10-K for year ended December 31, 2025 filed February 12, 2026
KinderCare Learning Companies, Inc.8-Kneutralmateriality 5/10

02-03-2026

KinderCare Learning Companies, Inc. filed an 8-K on March 02, 2026, disclosing that on February 26, 2026, its Compensation Committee approved the KinderCare Learning Companies, Inc. Short Term Incentive Plan, effective January 4, 2026. The Plan governs annual performance-based cash bonus awards for selected officers and employees, tied to financial, operational, and strategic metrics determined by the Committee. No specific performance targets, award amounts, or participant details were disclosed in the filing.

  • ·Plan attached as Exhibit 10.1
  • ·Compensation Committee has authority to adjust awards for unusual or non-recurring events
PROG Holdings, Inc.8-Kpositivemateriality 7/10

02-03-2026

PROG Holdings, Inc. (NYSE:PRG) announced a 7.7% increase in its quarterly cash dividend to $0.14 per share from the prior $0.13 per share, payable on March 24, 2026, to shareholders of record as of March 12, 2026. The Board of Directors declared the dividend on February 25, 2026. No declines or flat metrics were reported in this announcement.

  • ·Filing Date: March 02, 2026
  • ·Announcement Date: February 25, 2026
  • ·Record Date: March 12, 2026
  • ·Payment Date: March 24, 2026
  • ·Headquartered in Salt Lake City, UT
MIAMI INTERNATIONAL HOLDINGS, INC.8-Kneutralmateriality 5/10

02-03-2026

Miami International Holdings, Inc. issued 1,033,166 shares of its common stock on February 25, 2026, through cashless exercises of pre-funded warrants and warrants by two warrant holders, in exchange for the surrender of 29,404 shares. This issuance occurred between February 18, 2026, and February 25, 2026, and was made in reliance on the Section 4(a)(2) exemption from Securities Act registration. No cash consideration was received.

  • ·Issuance dates: both tranches on February 25, 2026
  • ·Warrant exercise price for second tranche: $5.50 per share
  • ·Exemption relied upon: Section 4(a)(2) of the Securities Act
Chaince Digital Holdings Inc.8-Kpositivemateriality 8/10

02-03-2026

Chaince Digital Holdings Inc. (CD) entered into a Securities Purchase Agreement on February 25, 2026, to sell 6,500,000 ordinary shares at $0.774 per share to non-U.S. investors for a total of $5.03M, under Regulation S exemption. The offering is expected to close on or before March 12, 2026. No financial performance metrics or period comparisons were reported.

  • ·Securities registered: Common Shares, par value US$0.004 per share, trading symbol CD
  • ·Exemption relied upon: Rule 903 of Regulation S under the Securities Act of 1933
  • ·Principal executive offices: 1251 Avenue of the Americas, Fl 41, New York, NY 10019
TPG RE Finance Trust, Inc.8-Kmixedmateriality 8/10

02-03-2026

TPG RE Finance Trust (TRTX) reported a $4.3B loan portfolio at 100% performing status with a 7.15% weighted average all-in yield as of December 31, 2025, alongside $143M in liquidity and full dividend coverage via $0.24 distributable earnings per share for 4Q25 matching the declared dividend. The company originated $843M in new loans in 4Q25 and repurchased 3.2M shares for $25.3M during FY25, with strong repayments of $987.9M for the year; however, GAAP net income per share was flat at $0.00 for 4Q25, loan risk rating remained unchanged YoY at 3.0, and debt-to-equity rose from 2.14x at year-end 2024 to 3.0x amid increased leverage.

  • ·One loan on non-accrual status (<1% of UPB), accounted for on cash basis as of Dec 31, 2025
  • ·Redeemed $114.6M of TRTX 2019-FL3 and $411.5M of TRTX 2021-FL4 investment grade securities in FY25
  • ·Book value per share $11.07 at Dec 31, 2025; closing share price $8.46 on Feb 25, 2026
EQUITY RESIDENTIAL8-Kneutralmateriality 4/10

02-03-2026

Equity Residential announced that senior management, including President and CEO Mark J. Parrell, will participate in a roundtable at the Citi 2026 Global Property CEO Conference on March 3, 2026, at 11:00 a.m. ET, with a live webcast available on their website. The company has posted an updated Investor Presentation including an operating update in the Investor section of www.equityapartments.com. Equity Residential owns and manages 312 properties with 85,190 apartment units primarily in major coastal U.S. markets.

  • ·Conference webcast link in Presentations section of Investor area at www.equityapartments.com
  • ·Primary markets: major coastal areas, with presence in Atlanta, Austin, Dallas/Ft. Worth, and Denver
  • ·News release dated February 27, 2026; SEC filing March 2, 2026
ProCap Financial, Inc.8-Kpositivemateriality 8/10

02-03-2026

On February 27, 2026, ProCap Financial, Inc. completed the acquisition of 450 Bitcoin via the assignment of previously entered put option contracts with FalconX Bravo, Inc., dated January 5 and January 20, 2026. The transaction utilized approximately $35.4 million in net capital sourced from the company's working capital account. No additional financial impacts, declines, or comparative data were disclosed.

  • ·Option contracts entered in ordinary course of business
  • ·Securities traded on The Nasdaq Stock Market LLC under symbols BRR and BRRWW
  • ·Registrant is an emerging growth company
Unknown8-Kneutralmateriality 5/10

02-03-2026

On February 24, 2026, the Board of Directors of Deep Isolation Nuclear, Inc. approved changes to Chief Executive Officer Rodney Baltzer’s compensation package, setting a base salary at $425,000, a performance-based target bonus of 75% of base salary, and a total long-term incentive equity issuance of up to an equivalent value of $600,000. All other terms of his executive employment agreement remain unchanged from prior disclosures. No other financial metrics or performance changes were reported.

  • ·Compensation changes approved February 24, 2026; 8-K filed March 2, 2026.
  • ·Prior terms disclosed in 8-K filed November 21, 2025 and Registration Statement on Form S-1/A filed January 5, 2026.
  • ·Company is an emerging growth company.
TILLY'S, INC.8-Kneutralmateriality 6/10

02-03-2026

On February 26, 2026, Tilly’s, Inc. amended its Third Amended and Restated Tilly's 2012 Equity and Incentive Award Plan to increase the maximum aggregate shares of Class A common stock per person per calendar year to 2,500,000 shares. Concurrently, the company canceled and re-granted to President and CEO Nathan Smith time-based options for 900,000 shares and performance-based options for 900,000 shares, originally issued in September 2025, under identical terms including exercise price, vesting, and expiration.

  • ·Amendment filed as Exhibit 10.1.
  • ·Original options granted to Nathan Smith in September 2025 upon commencement of employment.
  • ·Event reported on February 26, 2026; filing signed February 27, 2026.
PALOMA ACQUISITION CORP I8-Kneutralmateriality 7/10

02-03-2026

Paloma Acquisition Corp I, a blank check company (SPAC), completed its IPO on February 20, 2026, raising $150M in gross proceeds from 15M public units at $10 each, with proceeds held in trust; simultaneously sold 500K private placement units for $5M. The balance sheet as of February 20 shows total assets of $151.6M including $150M trust cash, but a shareholders' deficit of $4.7M due to offering costs and transaction expenses of $9.5M. On February 25, 2026, it closed an over-allotment of 1.45M units for additional $14.5M gross proceeds.

  • ·Business Combination must target businesses with fair market value at least 80% of Trust Account net assets.
  • ·Completion Window: 24 months from IPO closing (February 20, 2026).
  • ·Sponsor purchased 350K of 500K Private Placement Units; underwriters purchased 150K.
  • ·562,500 Class B shares subject to forfeiture if over-allotment not exercised (but it was).
TEGNA INC8-Kmixedmateriality 9/10

02-03-2026

TEGNA Inc. reported Q4 2025 revenue down 19% YoY to $706M and full-year 2025 revenue down 13% YoY to $2.7B, primarily due to lower political advertising revenue in an even-to-odd year cycle, with distribution revenue slightly down and AMS revenue down 4% annually but up 4% in Q4. The company achieved all full-year 2025 guidance metrics, including $1.0B in two-year Adjusted free cash flow, with operating expenses down 2% on cost-cutting, though Adjusted EBITDA fell 38% to $579M; it remains on track to close its $6.2B acquisition by Nexstar Media Group in H2 2026 subject to approvals. Positive updates include 69% YoY growth in CTV monthly active users.

  • ·Q4 2025 GAAP net income $56M (down 69% YoY); diluted EPS $0.34 (down 69% YoY)
  • ·FY 2025 GAAP net income $220M; diluted EPS $1.34
  • ·Q4 2025 net leverage 2.8x
  • ·TEGNA stations #1 local CTV streaming app in 40 of 41 markets per Comscore
  • ·Mobile app beta: session length up 2x, videos per session up 15x
  • ·Suspended share repurchases; continuing quarterly dividends
Klaviyo, Inc.8-Kpositivemateriality 8/10

02-03-2026

Klaviyo, Inc. announced on March 2, 2026, that its board of directors authorized a $500M share repurchase program for its Series A Common Stock, with no expiration date and flexibility to modify, suspend, or discontinue. As part of the program, the company plans to imminently enter into a $100M accelerated share repurchase transaction. Repurchases may occur via open market, private negotiations, 10b5-1 plans, or other compliant means.

  • ·Filing includes Exhibit 104: Cover Page Interactive Data File (Inline XBRL).
DBV Technologies S.A.8-Kpositivemateriality 9/10

02-03-2026

DBV Technologies presented additional positive data from the successful Phase 3 VITESSE study at the AAAAI 2026 Annual Meeting, highlighting that 82.8% of children aged 4-7 treated with the VIASKIN Peanut Patch increased their eliciting dose by at least one step at month 12 versus 48% in placebo, and 60.1% increased by at least two steps versus 23.4%. The primary endpoint was met with 46.6% treatment responders versus 14.8% placebo (difference 31.8%), confirmed by sensitivity analyses (22.1%-27.8% above prespecified 15% threshold); however, 6.4% of treated subjects decreased their dose versus 24% on placebo. The patch was well-tolerated, and DBV plans a Biologics License Application submission to FDA in H1 2026.

  • ·All sensitivity analyses statistically significant with 95% CI exceeding 15% threshold (22.1%-27.8%).
  • ·Responder definition: baseline ED ≤30mg achieving ≥300mg at month 12, or baseline ED=100mg achieving ≥600mg.
  • ·Subgroup deltas: baseline ED ≤30mg (∆34.6%, 95% CI 24.93-44.24); baseline ED=100mg (∆28.5%, 95% CI 17.51-39.5).
  • ·Presentation available on DBV’s website Scientific Publications & Presentations page.
  • ·BLA submission to FDA planned for first half of 2026.
Roblox Corp8-Kneutralmateriality 6/10

02-03-2026

Roblox Corporation disclosed that Arvind K. Chakravarthy, its Chief People and Systems Officer, notified the company of his resignation effective March 6, 2026, to pursue other opportunities. The resignation was announced on February 24, 2026, with no details provided on a successor or any related compensatory arrangements.

  • ·Filing submitted on March 2, 2026, reporting the earliest event on February 24, 2026.
Paramount Skydance Corp8-Kpositivemateriality 10/10

02-03-2026

Paramount Skydance Corporation (PSKY) announced a definitive agreement to acquire Warner Bros. Discovery, Inc. (WBD) for $31.00 per share in cash, valuing WBD at $81B equity value and $110B enterprise value, funded by $47B in new Class B shares at $16.02 per share from the Ellison Family and RedBird Capital Partners, plus $54B in debt commitments. The deal, unanimously approved by both boards, is expected to close in Q3 2026 with over $6B in projected synergies and a net debt-to-EBITDA of 4.3x at close, unlocking expanded content libraries, streaming platforms, and sports rights. No historical declines or flat metrics are reported, positioning the combined entity for growth in DTC and theatrical releases with a minimum of 30 films annually.

  • ·Expected net debt-to-EBITDA of 4.3x at closing, with path to investment grade within three years.
  • ·Shareholder vote for WBD expected in early spring 2026.
  • ·Conference call and webcast on March 2, 2026 at 8:30am ET.
  • ·Transaction not subject to financing conditions; prior tender offer terminated.
BioAtla, Inc.8-Knegativemateriality 9/10

02-03-2026

BioAtla, Inc. announced a formal strategic review process to explore options like asset sales, licensing, or partnerships to maximize shareholder value, engaging Tungsten Advisors as financial advisor. Concurrently, the company is implementing a major restructuring, including a ~70% workforce reduction and cost-containment measures while retaining essential staff and continuing select clinical trials like Phase 1 for BA3182. No assurance of any transaction outcome, amid going concern doubts and need for funding.

  • ·Clinical pipeline includes Phase 3 Ozuriftamab vedotin in OPSCC, Phase 2 Mecbotamab vedotin in sarcoma/mKRAS NSCLC and Evalstotug in melanoma.
  • ·Preclinical assets: BA3361 (IND-approved), BA3151, BA3142 (IND-ready), BA3311, BA3241.
  • ·FDA Fast Track Designation for Ozuriftamab vedotin in recurrent/metastatic SCCHN.
  • ·Ongoing Phase 1 study for BA3182 in advanced adenocarcinoma.
  • ·References going concern doubts and need for additional funding.
Dyne Therapeutics, Inc.8-Kmixedmateriality 9/10

02-03-2026

Dyne Therapeutics reported positive topline results from the Phase 1/2 DELIVER trial of z-rostudirsen in DMD, achieving 5.46% of normal dystrophin expression at six months (p<0.0001) with improvements across functional endpoints including Time to Rise and 10-Meter Walk/Run velocities, supporting a planned BLA submission for U.S. Accelerated Approval in Q2 2026 and potential launch in Q1 2027. Enrollment completion in the ACHIEVE trial registrational cohort for z-basivarsen in DM1 is expected in Q2 2026, with cash of $1.1B providing runway into Q1 2028. However, FY2025 net loss widened 41% YoY to $446.2M from $317.4M, driven by R&D expenses increasing 42% to $398.3M and Q4 net loss up 25% to $112.0M.

  • ·Total operating expenses FY2025: $468.2M vs $343.9M FY2024 (+36.2% YoY)
  • ·Weighted average shares outstanding FY2025: 128.4M vs 94.1M FY2024
  • ·DELIVER trial: Lung function (FVC%p) preserved vs decline in placebo at 6 months
  • ·Sustained functional improvements out to 24 months in DELIVER open-label extension
  • ·Phase 3 trial initiation for z-rostudirsen: Q2 2026; for z-basivarsen: March 2026
COGNITION THERAPEUTICS INC8-Kpositivemateriality 8/10

02-03-2026

Cognition Therapeutics announced advancement of zervimesine (CT1812) for dementia with Lewy bodies (DLB) psychosis, pursuing a potential registrational path based on FDA Type C meeting minutes from January 21, 2026, and Phase 2 SHIMMER data showing 86% slowing of neuropsychiatric symptom decline (NPI-12) vs. placebo in 130 patients. No treatments are currently approved for DLB psychosis, which affects up to 75% of patients and leads to institutionalization, highlighting an unmet need. The company plans an FDA Division of Psychiatry meeting by mid-2026, with SHIMMER supported by a $30M NIH grant.

  • ·SHIMMER study: 6-month double-blind, placebo-controlled trial with 100mg or 300mg daily oral zervimesine doses.
  • ·Next DLB study: randomized to 100mg oral zervimesine or placebo, focusing on hallucinations, delusions, anxiety, aggression, agitation; open-label extension eligible.
  • ·Type C FDA meeting: January 21, 2026; next meeting with FDA Division of Psychiatry by mid-2026.
DiamondRock Hospitality Co8-Kmixedmateriality 8/10

02-03-2026

DiamondRock Hospitality Co released its March 2026 investor presentation highlighting 2025 performance that exceeded guidance with Comparable RevPAR up 0.4% YoY, Total RevPAR up 1.2% YoY, Adjusted EBITDA at $297.6M, and Adjusted FFO at $1.08/share, alongside $37M in share repurchases and redemption of $121.5M preferred stock. However, Urban Resorts saw RevPAR decline 3.2% YoY, and 2026 guidance projects modest growth with Comparable RevPAR at 1.0-3.0% (midpoint 2.0%) but Adjusted EBITDA slightly down to $287-302M (midpoint $294.5M). The company emphasized capital recycling, including $92M Westin DC sale and $30M AC Minneapolis acquisition, targeting FCF/share outperformance.

  • ·Scheduled capital expenditures at 7-9% of revenue annually through 2030.
  • ·2026 guidance: Cash corporate expenses $25-26M, cash interest $57.5-58.5M.
  • ·Portfolio: 56% Lifestyle/Resort, 31% Urban Lifestyle, strong convention markets exposure.
  • ·Preferred stock redemption provides $0.03 FFO/share tailwind in 2026.
  • ·2026 group revenue pace +15%, with Q2-Q4 +50%.
WhiteHorse Finance, Inc.8-Kmixedmateriality 9/10

02-03-2026

WhiteHorse Finance reported FY2025 net investment income of $26.1 million ($1.127 per share), down 29.8% YoY from $37.2 million, and Q4 NII of $6.6 million ($0.287 per share), down 17.5% YoY from $8.0 million, due to lower yields, non-accruals, and a smaller portfolio of $578.6 million (down from $642.2 million YoY). NAV was $259.8 million or $11.68 per share as of Dec 31, 2025, down YoY from $12.31 per share but up QoQ from $11.41 per share. The board declared a $0.25 base plus $0.01 supplemental distribution per share payable April 6, 2026, insiders purchased 1.1 million shares for $8.0 million, and repurchase authorization increased by $7.5 million to $22.5 million total.

  • ·Portfolio composition Dec 31, 2025: 74.3% first lien secured loans, 0.8% second lien, 0.2% unsecured loans, 6.4% equity, 18.3% STRS JV.
  • ·Q4 deployments: $64.0M new originations in 7 companies, $13.1M add-ons; repayments/sales $49.6M.
  • ·FY2025 STRS JV investment at fair value $106.0M.
  • ·Cash and equivalents $29.7M Dec 31, 2025 (down from $45.9M Sep 30, 2025); $100M undrawn revolver capacity with $43.8M available.
  • ·Annual distributions FY2025 totaled $1.44 per share including $0.035 special.
  • ·Net unrealized loss FY2025 ($11.8M) improved from ($26.4M) prior year; includes $6.0M markdown in Camarillo Fitness.
HUMANA INC8-Kpositivemateriality 8/10

02-03-2026

Humana Inc. reaffirms its FY 2026 guidance of at least $8.89 in GAAP diluted EPS and at least $9.00 in Adjusted (non-GAAP) EPS during senior management investor and analyst meetings scheduled from March 2 to March 31, 2026. This guidance is consistent with the company's press release dated February 11, 2026. Reconciliation includes add-back of $0.15 amortization of identifiable intangibles and $(0.04) cumulative net tax impact.

  • ·Investor and analyst meetings scheduled between March 2, 2026 and March 31, 2026
  • ·Guidance consistent with press release dated February 11, 2026
  • ·FY 2026 ends December 31, 2026
  • ·GAAP EPS guidance excludes future value changes to unestimated items; potential changes expected due to strategic initiatives
SONIM TECHNOLOGIES INC8-K/Aneutralmateriality 4/10

02-03-2026

DNA X, Inc. (formerly Sonim Technologies, Inc., ticker SONM) completed the acquisition of 100% membership interests in DNA X LLC from DNA Holdings Venture, Inc. on December 15, 2025, for 223,201 shares of its common stock, representing 19.99% of outstanding shares. This 8-K/A filed on March 2, 2026, amends the original December 18, 2025 filing to clarify that the transaction does not constitute a 'significant amount of assets' under Item 2.01, eliminating the need for financial statements or pro forma information.

  • ·Original 8-K filed December 18, 2025
  • ·Registrant address: 4445 Eastgate Mall, Suite 200, San Diego, CA 92121
Unknown8-Kpositivemateriality 7/10

02-03-2026

CubeSmart's March 2026 Investor Presentation showcases a robust self-storage portfolio of 1,524 properties and 48.4M square feet as of December 31, 2025, with an enterprise value of $11.6B and a Baa2/BBB credit rating. The company highlights strong 5-year performance including 35% total shareholder return, 50% adjusted FFO per share growth, 57% dividend growth, $2.6B in acquisitions, and 6.6% same-store NOI CAGR. No declines or flat metrics were reported, underscoring consistent historical growth.

  • ·Opened 1,000th CubeSmart location.
  • ·Board of nine Trustees, including eight independent; ISS Governance Rating of 2 (top 20% of public companies).
  • ·Average management tenure: 14 years with CubeSmart, 15 years in self-storage, 17 years at publicly-traded REITs.
HAWAIIAN ELECTRIC INDUSTRIES INC8-Kneutralmateriality 5/10

02-03-2026

Hawaiian Electric Industries Inc. disclosed material U.S. federal income tax considerations for Non-U.S. Holders on the purchase, ownership, and disposition of its Common Stock issued pursuant to an offering via Exhibit 99.1 in an 8-K filing. Key points include 30% withholding tax on dividends (subject to treaty reductions), potential tax on gains if classified as a USRPHC, and no anticipated dividends in the near term. The disclosure emphasizes consulting tax advisors due to uncertainties like USRPHC status and retroactive changes.

  • ·Distributions treated as dividends only to extent of current/accumulated earnings and profits; excess is return of capital then capital gain.
  • ·Effectively connected income exempt from withholding but taxed on net basis; corporations may face 30% branch profits tax.
  • ·Backup withholding generally not applicable with proper Form W-8 certification; FATCA withholding possible on foreign accounts.
  • ·USRPHC status undetermined as it depends on fair market value of U.S. real property interests vs. other assets.
Apogee Therapeutics, Inc.8-Kmixedmateriality 8/10

02-03-2026

Apogee Therapeutics reported full year 2025 financial results with cash, cash equivalents, and marketable securities of $902.9M as of Dec 31, 2025, up 23.5% from $731.1M in 2024, providing runway into 2H 2028. However, net loss widened to $255.8M from $182.1M YoY, driven by R&D expenses rising 28% to $214.7M and G&A up 45% to $70.9M due to pipeline advancement and headcount growth. Pipeline progress includes APEX Phase 2 Part A 52-week data expected in March 2026, Part B in Q2 2026, and Phase 3 AD initiation in 2H 2026, alongside positive asthma Phase 1b interim results.

  • ·Total assets $937.1M as of Dec 31, 2025 vs $754.0M as of Dec 31, 2024
  • ·Cash and cash equivalents $131.5M (Dec 31, 2025) vs $141.8M (Dec 31, 2024); short-term marketable securities $598.6M vs $378.9M
  • ·Positive interim results from APG333 Phase 1 healthy volunteer trial in Nov 2025
  • ·Common stock outstanding: 68.4M shares (Dec 31, 2025) vs 58.1M (Dec 31, 2024)
SEALED AIR CORP/DE8-Kmixedmateriality 9/10

02-03-2026

Sealed Air reported Q4 2025 net sales of $1.40B, up 2.1% YoY reported but down 0.7% on constant currency, with Adjusted EBITDA rising 2.7% to $278M; full-year 2025 net sales declined 0.6% to $5.36B, though Adjusted EBITDA increased 2.1% to $1.13B and Adjusted EPS grew 6.4% to $3.34. Food segment sales were up 2% in Q4 but volumes down 1%, while Protective segment sales rose 3% with volumes up 1%; cash flow from operations fell 13.7% to $628M. Stockholders approved the acquisition by CD&R funds at $42.15 per share (enterprise value $10.3B), with closing expected mid-2026.

  • ·Net leverage ratio improved to 3.2x as of Dec 31, 2025 from 3.6x as of Dec 31, 2024.
  • ·Q4 effective tax rate was 56.6% vs 100.5% prior year; full year 7.4% vs 41.2%.
  • ·Free Cash Flow was $459M in FY2025 vs $454M adjusted in FY2024.
  • ·No conference call hosted due to pending acquisition.
Astrana Health, Inc.8-Kmixedmateriality 9/10

02-03-2026

Astrana Health reported FY 2025 total revenue of $3.18B, up 56% YoY from $2.03B, with Care Partners revenue up 55% to $3.02B, and adjusted EBITDA of $205.4M, up 21% YoY; Q4 revenue grew 43% YoY to $950.5M and adjusted EBITDA rose 50% to $52.5M. However, net income was modest at $22.5M for the year ($0.46 diluted EPS), the Care Delivery segment posted an operating loss of $2.0M, and the company disclosed a material weakness in internal controls over acquisition accounting, delaying its 10-K filing.

  • ·Total assets increased to $2.22B from $1.35B as of Dec 31, 2025.
  • ·2026 guidance: Q1 revenue $900-1,000M, adjusted EBITDA $60-70M; FY revenue $3.8-4.1B, adjusted EBITDA $250-280M.
  • ·Form 10-K filing delayed via Form 12b-25 due to material weakness in internal controls over acquisition and purchase accounting; expected within 15-day extension.
  • ·Stock repurchase program authorization increased from $50M to $100M; no expiration date.
Sionna Therapeutics, Inc.8-Kmixedmateriality 8/10

02-03-2026

Sionna Therapeutics reported Q4 and FY 2025 financial results, with R&D expenses increasing 6% YoY to $15.2M in Q4 and 5% to $60.3M for the year, while G&A expenses surged 118% to $8.4M in Q4 and 116% to $28.7M annually, driving net losses wider to $20.4M in Q4 (up 29% YoY) and $75.3M for FY (up 22% YoY). Pipeline progress remains strong, with PreciSION CF Phase 2a trial for SION-719 and Phase 1 dual combination trial for SION-451 on track for topline data in mid-2026. Cash position strengthened significantly to $310.3M, funding operations into 2028.

  • ·Working capital of $229.7M as of Dec 31, 2025 (vs $140.6M as of Dec 31, 2024).
  • ·Total assets $326.0M as of Dec 31, 2025 (vs $185.8M as of Dec 31, 2024).
  • ·Total stockholders’ equity $306.8M as of Dec 31, 2025 (vs deficit of $163.7M as of Dec 31, 2024).
enCore Energy Corp.8-Kneutralmateriality 7/10

02-03-2026

enCore Energy Corp. announced the retirement of founder William M. Sheriff as Executive Chair and Director, effective March 2, 2026; he transitions to Chairman Emeritus and Senior Advisor on the Technical Advisory Committee while accepting the role of Executive Chair at Verdera Energy Corp. enCore, the largest shareholder of Verdera, plans to distribute Verdera common shares to its shareholders following the effectiveness of Verdera's resale registration statement, as previously noted on February 18, 2026. The company is participating in PDAC 2026, presenting at the Investor Forum on March 3 at 3:32 p.m. ET.

  • ·enCore operates two Central Processing Plants in South Texas.
  • ·enCore holds non-core assets and proprietary databases.
  • ·PDAC 2026 attendance: March 1-3, 2026, in room 801A for presentation.
Xeris Biopharma Holdings, Inc.8-Kmixedmateriality 9/10

02-03-2026

Xeris Biopharma reported record Q4 2025 total revenue of $86M, up 42.8% YoY, driven by Recorlev net revenue doubling to $45.3M (+100.5%), Gvoke up 5.9% to $24.6M, and Keveyis up 15.1% to $12.8M; however, royalty revenue declined 23.3% to $2.4M. Full-year 2025 total revenue hit a record $292M, up 43.7% YoY, with Recorlev surging 116.7% to $139.3M and Gvoke up 13.6% to $94.1M, but Keveyis fell 3.8% to $47.6M; the company turned profitable with net income of $0.6M vs. prior $54.8M loss and Adjusted EBITDA of $59.4M. FY2026 revenue guidance is $375M-$390M, implying >30% growth at midpoint, with higher R&D (+$25M) and SG&A (+$45M) expenses planned.

  • ·COGS increased 16% YoY in both Q4 and FY 2025 due to higher product revenue.
  • ·R&D expenses up 29% Q4 and 22% FY 2025, primarily for XP-8121.
  • ·SG&A expenses up 18% Q4 ($7.4M) and 12% FY ($18.9M), driven by personnel costs.
  • ·FY2026 outlook: R&D +$25M, SG&A +$45M vs. 2025, gross margin modest improvement, Adjusted EBITDA dollar increase.
SHOULDER INNOVATIONS, INC.8-Kpositivemateriality 7/10

02-03-2026

Shoulder Innovations, Inc. (NYSE: SI) appointed MedTech veteran Drew Hykes to its Board of Directors and Compensation Committee effective February 26, 2026, bringing over 25 years of experience from Inari Medical, Medtronic, and others to support scaling its shoulder arthroplasty portfolio. Concurrently, Independent Director Geoff Pardo resigned after three years of service, with the company expressing gratitude for his contributions. No financial impacts or performance metrics were disclosed.

  • ·Drew Hykes served as CEO of Inari Medical from 2023 until its acquisition by Stryker in 2025, and previously as COO and Chief Commercial Officer there.
  • ·Hykes led commercialization of WEB Aneurysm Embolization system at Sequent Medical before its acquisition by Terumo.
  • ·Contact: Brian Johnston or Sam Bentzinger, Gilmartin Group LLC, ir@shoulderinnovations.com
AES CORP8-Kpositivemateriality 10/10

02-03-2026

A consortium led by Global Infrastructure Partners (GIP) and EQT has agreed to acquire AES for $15.00 per share in cash, equating to a $10.7B equity value and $33.4B enterprise value, representing a 40.3% premium to the 30-day VWAP prior to July 8, 2025. The deal addresses AES's capital needs for growth beyond 2027, avoiding potential dividend reductions or significant equity issuances, while maintaining operations of AES Indiana and AES Ohio as regulated utilities. Transaction expected to close in late 2026 or early 2027, subject to approvals.

  • ·Consortium to fund 100% of purchase price with equity; no expected impact on regulated utility customer rates.
  • ·Fairness opinions provided by J.P. Morgan Securities LLC and Wells Fargo Securities LLC.
  • ·AES cancelled Q4 and FY 2025 earnings call scheduled for March 3, 2026; expects to file 10-K on March 2, 2026.
  • ·EQT total AUM EUR 270B (EUR 141B fee-generating) as of Dec 31, 2025.
uniQure N.V.8-Kmixedmateriality 9/10

02-03-2026

uniQure reported 2025 full-year financial results showing cash and equivalents rising 69% to $622.5M from $367.5M in 2024, sufficient to fund operations into H2 2029, bolstered by $404.2M in net proceeds from offerings; however, revenues fell 40% YoY to $16.1M due to lower collaboration and contract manufacturing income, while SG&A expenses increased 24% to $65.5M. Clinical highlights included 36-month AMT-130 data demonstrating 75% slowing in Huntington’s disease progression (cUHDRS) and 60% in TFC versus external controls, but FDA declined to accept Phase I/II data for approval, recommending a Phase III trial; AMT-260 and AMT-191 showed promising efficacy, though dosing pauses occurred in AMT-191 and enrollment in AMT-162. Net loss narrowed 17% to $199.0M from $239.6M YoY.

  • ·Refinanced $50M debt to October 2030 with optional $100M tranche tied to AMT-130 milestone and $25M subject to lender approval.
  • ·Type A FDA meeting in January 2026; plans for Type B meeting in Q2 2026 to discuss Phase III for AMT-130.
  • ·AMT-191 dosing paused in mid- and high-dose cohorts due to asymptomatic Grade 3 liver enzyme elevations (dose-limiting toxicities).
  • ·AMT-162 enrollment on voluntary pause after one related serious adverse event.
  • ·Upcoming conferences: TD Cowen (March 2, 2026), Leerink (March 11), Barclays (March 12), Kempen (April 15).
ADMA BIOLOGICS, INC.8-Kpositivemateriality 9/10

02-03-2026

ADMA Biologics announced a $200M 2026 total share repurchase initiative, including a $125M accelerated share repurchase (ASR) agreement with JPMorgan, under which it will initially receive approximately 6.4 million shares based on the February 27, 2026 closing price of $15.57 per share. This builds on approximately $160M repurchased since the program's May 2025 authorization, out of a $500M total authorization, reflecting the company's strong financial position, durable free cash flow, and confidence in its undervalued stock. No declines or underperformance were reported in the announcement.

  • ·ASR initial shares delivery on or about March 3, 2026; final settlement expected within next five months.
  • ·ASR total shares based on volume-weighted average price during term, less discount; may require additional shares, share delivery, or cash payment at settlement.
  • ·Company manufactures at FDA-licensed plasma fractionation facility in Boca Raton, Florida.
EyePoint Pharmaceuticals, Inc.8-Kpositivemateriality 9/10

02-03-2026

EyePoint Pharmaceuticals (EYPT) announced the first patients dosed in both global Phase 3 COMO and CAPRI clinical trials of investigational DURAVYU (vorolanib intravitreal insert) for diabetic macular edema (DME), a disease affecting approximately 28 million people worldwide. Each trial plans to enroll about 240 patients in a non-inferiority design versus aflibercept control, with topline data expected in 2H 2027; this builds on positive Phase 2 VERONA results and ongoing wet AMD Phase 3 trials (LUGANO and LUCIA) with data anticipated mid-2026. No safety signals observed in over 190 patients across prior trials.

  • ·Trials follow non-inferiority pathway with primary endpoint of BCVA change at weeks 52/56 versus aflibercept; secondary endpoints include treatment burden reduction and OCT anatomical results.
  • ·DURAVYU provides sustained release for at least six months via single intravitreal injection.
  • ·Positive End of Phase 2 FDA meeting; alignment with FDA and EMA.
GT Biopharma, Inc.8-Kmixedmateriality 9/10

02-03-2026

GT Biopharma, Inc. announced non-reliance on its Q2 and Q3 2025 interim financial statements due to misclassification of Greenshoe Rights from the May 2025 private placement as equity instead of a $28.7M liability under ASC 480, resulting in a restated Q2 net loss of $30.2M (vs. original $1.4M loss) and stockholders' equity turning to a $25.9M deficit at June 30, 2025. While operations losses remained unchanged, a $11.4M fair value gain in Q3 led to restated Sep 30 equity of $3.0M positive and reduced 9-month net loss attributable to common stockholders to $26.9M (still worsened from original $5.6M). The company will file restated 10-Q/As and include corrections in its 2025 Form 10-K.

  • ·Loss from operations unchanged across all restated periods.
  • ·Cash flows from operating, investing, and financing activities unchanged by restatement.
  • ·Restated 10-Q/As to be filed as soon as practicable; corrections included in 2025 Form 10-K.
Apellis Pharmaceuticals, Inc.8-Kpositivemateriality 6/10

02-03-2026

Apellis Pharmaceuticals, Inc. elected Mikael Dolsten, M.D., Ph.D., as an independent Class I director effective March 1, 2026, to serve until the 2027 annual stockholder meeting. Dr. Dolsten will receive standard non-employee director compensation, including a stock option and RSUs each with a Black-Scholes valuation of $300,000 under the 2017 Stock Incentive Plan. No family relationships, related transactions, or committee appointments were noted.

  • ·Option vests one-third annually over three years; RSUs vest fully after one year, with deferral option.
  • ·Both awards accelerate fully upon change in control.
  • ·Election recommended by Nominating and Corporate Governance Committee on February 27, 2026.
GeneDx Holdings Corp.8-Kpositivemateriality 8/10

02-03-2026

GeneDx Holdings Corp. entered into a $100M term loan agreement with Blackstone on February 27, 2026, to fully repay its existing credit agreement dated October 27, 2023, with Perceptive Credit Holdings IV, LP, and support balance sheet optimization and general corporate purposes. The new five-year loan bears interest at Term SOFR plus 4.50% (with a 1.50% floor), is secured by substantially all assets, and includes a $50M minimum liquidity covenant. No performance metrics or declines were reported in the filing.

  • ·Term Loan prepayable at option but subject to yield protection premiums and mandatory prepayments on change of control, asset sales, or certain indebtedness.
  • ·Obligations guaranteed by certain subsidiaries.
  • ·Loan Agreement to be filed as exhibit to Q1 2026 10-Q.
RadNet, Inc.8-Kmixedmateriality 9/10

02-03-2026

RadNet reported record Q4 2025 Total Revenue of $547.7M, up 14.8% YoY from $477.1M, and Adjusted EBITDA of $87.7M, up 16.9% YoY, driven by 14.1% aggregate advanced imaging volume growth and 9.6% same-center growth; full-year 2025 Revenue rose 11.5% to $2,040.2M with Adjusted EBITDA up 7.4% to $300.2M. However, Adjusted EPS was slightly down at $0.23 from $0.24 YoY, with Q4 Net Loss of $0.6M versus prior Net Income of $5.3M, and full-year Net Loss of $18.7M; Digital Health full-year Adjusted EBITDA grew only 1.9% to $15.5M despite 41.1% Revenue growth to $92.7M. The company issued strong 2026 guidance, including 17%-19% Imaging Center Revenue growth to $2.325-2.375B.

  • ·Q4 MRI volume +15.8% YoY, CT +10.3%, PET/CT +28.3%, overall volume +7.0%; same-center: MRI +11.4%, CT +6.3%, PET/CT +14.3%, overall +4.5%.
  • ·One-time Q4 items included $2.3M acquisition costs, $6.5M equipment loss, $6.3M non-cap R&D.
  • ·2026 Imaging Center guidance: Adj EBITDA $335-348M (+18-22%), Free Cash Flow $105-115M (+29-41%).
  • ·Digital Health ARR expected to approach/exceed $140M at Dec 31, 2026.
  • ·Network of 418 owned/operated outpatient imaging centers.
AAON, INC.8-Kmixedmateriality 9/10

02-03-2026

AAON reported strong FY2025 net sales growth of 20.1% to $1.44B from $1.20B and Q4 2025 sales up 42.5% to $424.2M from $297.7M, driven by robust BASX-branded data center demand (Q4 sales +138.8% to $181.4M) and record backlog of $1.83B (+110.9% YoY). However, FY2025 gross margin declined to 26.7% from 33.1% and Q4 margin was slightly down at 25.9% from 26.1%, reflecting investments in capacity expansion, ERP implementation, and fixed cost absorption. GAAP diluted EPS fell to $1.29 for FY2025 from $2.02, though Q4 EPS rose 30% to $0.39; 2026 outlook projects 18-20% sales growth with gross margins of 29-31%.

  • ·Manufacturing footprint increased ~25% in 2025.
  • ·BASX-branded revenue more than doubled in FY2025.
  • ·AAON Coil Products Q4 sales +93.6% YoY to $102.6M, gross margin +5.2 pts to 21.3%.
  • ·BASX Q4 gross margin improved to 27.1% from 18.8%.
  • ·2026 SG&A expected ~16% of sales; D&A $95M-$100M.
  • ·Conference call scheduled for March 2, 2026 at 9:00 a.m. EST.
ADT Inc.8-Kmixedmateriality 9/10

02-03-2026

ADT Inc. reported FY2025 total revenue growth of 5% to $5.1B and Adjusted EPS up 19% to $0.89, with Adjusted Free Cash Flow rising 16% to $863M; the company returned $791M to shareholders including $604M in share repurchases of 78M shares and announced a new $1.5B three-year repurchase authorization. However, GAAP income from continuing operations declined 3% to $601M, Q4 revenue growth slowed to 1%, Q4 Adjusted Free Cash Flow fell 31% to $154M, end-of-period RMR was flat at $359M, and gross revenue attrition rose to 13.1%. Additionally, ADT acquired Origin AI in February 2026 to enhance ambient sensing capabilities.

  • ·Trailing twelve-month revenue payback increased to 2.3 years from 2.2 years.
  • ·Gross revenue attrition rose 40 bps to 13.1%.
  • ·Average cost of debt lowered to 4.3% with weighted average maturity extended to 5 years.
  • ·Multi-year framework targets 5% CAGR revenue growth, 10% Adjusted EPS growth, >10% Adjusted FCF growth, net leverage ≤2.5x.
  • ·2026 outlook: Adjusted FCF growth ~20%, revenue and Adjusted EPS approximately flat.
  • ·Quarterly dividend of $0.055 per share declared, record date March 12, 2026, payable April 2, 2026.
  • ·Added to S&P SmallCap 600 effective Feb. 9, 2026.
Shake Shack Inc.8-Kmixedmateriality 7/10

02-03-2026

Shake Shack Inc. filed this 8-K on March 2, 2026, to correct its Form 10-K for FY ended December 31, 2025, revising the Shack sales contribution from 45 new Company-operated Shacks from an incorrectly stated $218.5M to $68.3M. Shack sales grew 15.2% YoY to $1.4B, driven by new openings but partially offset by a decline in guest traffic; excluding the 53rd week, growth was 12.9% YoY. The correction significantly lowers the reported impact of expansions amid ongoing traffic weakness.

  • ·FY2025 included a 53rd week, impacting reported YoY growth
  • ·No other changes to the Form 10-K
RadNet, Inc.8-Kpositivemateriality 9/10

02-03-2026

RadNet, Inc. (RDNT) announced the acquisition of Gleamer SAS, a Paris-based radiology AI company, for up to €230 million in an all-cash transaction including a post-closing milestone, integrating it into its DeepHealth subsidiary to become the world's largest provider of radiology clinical AI solutions. Gleamer, with over 700 customer contracts across 44 countries, 130 professionals, and a portfolio supporting 25+ clinical indications, achieved ARR CAGR exceeding 90% from 2022-2025 and expects approximately $30M ARR in 2026. The deal is expected to drive cost efficiencies, productivity gains in x-ray (25% of RadNet's volume), and improved patient care by Q3 2026, with no reported declines in performance metrics.

  • ·Gleamer founded in 2017; serves 44 countries pre-acquisition, combined >50 countries post.
  • ·Acquisition expected to deploy solutions for cost efficiencies and patient care improvements within RadNet by Q3 2026.
  • ·Media event: March 2, 2026 at 1 p.m. ET; Investor call: March 5, 2026 at 7:30 a.m. PT; European Congress of Radiology: March 4-7, 2026 in Vienna.
Septerna, Inc.8-Kpositivemateriality 8/10

02-03-2026

Septerna announced positive Phase 1 results for SEP-631, an oral MRGPRX2 NAM, showing robust, dose-dependent inhibition of icatibant-induced skin wheal formation with complete inhibition at doses as low as 10 mg once-daily and near-complete at 90-200 mg, alongside a favorable safety profile comparable to placebo and PK supporting once-daily dosing with ~24-hour half-life. The company plans to initiate a Phase 2b trial in chronic spontaneous urticaria (CSU) in the second half of 2026 following long-term toxicology studies, with additional evaluations in chronic inducible urticaria and other mast cell-driven diseases.

  • ·Filing Date: March 02, 2026
  • ·Conference call and webcast: March 2, 2026, at 8:00 a.m. ET
  • ·Icatibant challenges: 10 µg/mL (complete inhibition at 10 mg SEP-631) and 100 µg/mL (dose-dependent inhibition)
  • ·SEP-631 doses evaluated: 10 mg, 90 mg, 200 mg once-daily
  • ·Additional indications under evaluation: atopic dermatitis, interstitial cystitis, migraine, asthma
Coronado Global Resources Inc.8-Kneutralmateriality 6/10

02-03-2026

Jeffrey D. Bitzer will resign as Chief Development Officer of Coronado Global Resources Inc. effective February 28, 2026, following prior disclosure. On February 26, 2026, he entered a part-time Employment Agreement effective March 1, 2026, for a six-month transition period assisting the Board and management, with monthly compensation of $27,000 and eligibility for employee benefits, retained incentives, and a 2025 short-term incentive payment.

  • ·Agreement includes eligibility to retain incentive units in Coronado Group LLC and outstanding Performance Share Units, subject to performance metrics
  • ·Mr. Bitzer agreed to execute a general release and remains bound by non-disclosure and confidentiality provisions
  • ·Short-term incentive payment under 2025 program to be paid in March 2026
CIVISTA BANCSHARES, INC.8-Kpositivemateriality 9/10

02-03-2026

Civista Bancshares, Inc. announced that President and CEO Dennis Shaffer will retire effective August 28, 2026, and will be succeeded by Charles 'Chuck' Parcher, current President of Civista Bank, who will assume the roles of President and CEO for both the holding company and bank. Shaffer will remain as Chairman of the Board to ensure a seamless transition after more than 40 years of service. The $4.3B financial holding company operates 44 locations across Ohio, Southeastern Indiana, and Northern Kentucky.

  • ·Civista Bank founded in 1884.
  • ·Dennis Shaffer has more than 40 years of service in the banking industry.
  • ·Common shares traded on NASDAQ Capital Market under symbol 'CIVB'.
  • ·Filing date: March 02, 2026.
Eton Pharmaceuticals, Inc.8-Kpositivemateriality 9/10

02-03-2026

Eton Pharmaceuticals, Inc. (Nasdaq: ETON) announced it has in-licensed U.S. commercialization rights to HEMANGEOL® (propranolol hydrochloride oral solution), the only FDA-approved treatment for proliferating infantile hemangioma, from Pierre Fabre Medicament Sas, effective May 1, 2026. This acquisition achieves Eton's goal of ten commercial rare disease products and is expected to be accretive to 2026 earnings, financed with cash on hand. HEMANGEOL is estimated to treat 5,000-10,000 infants annually in the U.S., with distribution via the Eton Cares™ program offering $0 co-pay for qualifying patients.

  • ·Pierre Fabre to commercialize HEMANGEOL in U.S. until April 30, 2026.
  • ·HEMANGEOL treatment typically initiated between 5 weeks to 5 months of age and continues for approximately 6 months.
  • ·Contact for product info: (847) 787-7361.
GLAUKOS Corp8-Kpositivemateriality 8/10

02-03-2026

Glaukos Corporation released its March 2026 investor presentation, reporting 30% topline growth in 2025 and a 20% 10-year revenue CAGR, driven by leadership in interventional glaucoma and keratoconus markets with products like iDose TR and upcoming Epioxa. The company highlighted a 13-program pipeline, $800M invested in R&D since 2018, and strong clinical data such as 81% of iDose TR subjects free of IOP-lowering meds at 12 months. While forward-looking, the presentation notes risks including commercialization challenges and regulatory hurdles, with no current declines but emphasis on patient non-compliance issues (90%) as market opportunities.

  • ·iDose TR FDA-approved for re-administration in Jan 2026; Epioxa commercially available in 1Q 2026
  • ·IND amendment for iDose TRIO filed Dec 2025; Phase 3b study commenced recently
  • ·Phase 2a initial results for iDose TREX: mean IOP reductions of 8.6-10.8mmHg through Month 3
  • ·90% user favorability in initial human factors study for iDose TRIO
Murphy USA Inc.8-Kmixedmateriality 8/10

02-03-2026

Murphy USA Inc. presented at the Raymond James Institutional Investor Conference in March 2026, highlighting resilient performance with 51 new stores opened in 2025 exceeding guidance, merchandise contribution of $869M, and Adjusted EBITDA of $1.02B, up slightly from $1.01B in 2024. However, fuel volumes declined with same-store YoY at -3.0% and chain fuel contribution held flat amid low volatility and competitive pressures from ~600 new stores within 3 miles since 2020, while store OpEx rose 5.8% to $763M. 2026 guidance targets 45-55 new stores but anticipates continued same-store fuel volume decline of -3.0% to -1.0%.

  • ·2026 guidance: Merchandise contribution $890-900M, Retail station OpEx $37.0-38.0K APSM, SG&A $240-250M, Capex $475-525M.
  • ·Projected store count evolution: 2020 18% kiosk/51% MUSA 1400/31% others; 2025 7%/32%/29%/32%; 2030E 4%/30%/22%/44%.
  • ·Cigarette SOM improved to 20% in 2025 from 16% in 2019.
HCW Biologics Inc.8-Kpositivemateriality 9/10

02-03-2026

HCW Biologics Inc. (Nasdaq: HCWB) announced on March 2, 2026, that the Nasdaq Hearings Panel determined on February 26, 2026, the Company regained compliance with all continued listing rules for The Nasdaq Capital Market, avoiding delisting. This compliance enables continued access to public markets for capital to advance immunotherapies targeting autoimmune diseases, cancer, and senescence-associated diseases. CEO Dr. Hing C. Wong highlighted the Panel's discretion in providing time to meet the Equity Rule requirements.

  • ·Phase 1 study for HCW9302 initiated in November 2025.
  • ·Annual Report on Form 10-K filed with SEC on November 14, 2025.
  • ·Two licensing agreements for exclusive worldwide rights to proprietary molecules.
  • ·Pipeline details available at https://hcwbiologics.com/pipeline/
Sabre Corp8-Kmixedmateriality 9/10

02-03-2026

Sabre Corporation adopted a limited-duration Shareholder Rights Plan effective March 1, 2026, expiring February 28, 2027, with a 15% ownership trigger (20% for passive investors) in response to Constellation Software Inc.'s accumulation of a 9.7% economic stake (4.7% beneficial ownership + 5% derivatives) between April and November 2025. Negotiations for a strategic governance agreement, including a board seat for Constellation's Vela Software CEO, neared completion but abruptly ended on February 26, 2026, without explanation, despite Sabre's reengagement attempts. The plan protects shareholders from creeping control without a premium but leaves room for fair offers or resumed talks.

  • ·Rights issued one per share as of close of business March 11, 2026
  • ·Constellation nomination notice delivered January 23, 2026; withdrew second candidate February 28, 2026
  • ·Unusually high trading volume observed week of February 23-27, 2026
  • ·Sabre remains open to resuming discussions with Constellation
UroGen Pharma Ltd.8-Kmixedmateriality 9/10

02-03-2026

UroGen Pharma reported full-year 2025 total revenue of $109.8M, up 21% YoY from $90.4M, driven by ZUSDURI launch net sales of $15.8M and JELMYTO net sales of $94M reflecting 7% YoY underlying demand growth. However, net loss widened to $153.5M from $126.9M due to increased R&D expenses ($67.1M, +18%) and SG&A expenses ($155.1M, +28%), with cash and equivalents dropping to $120.5M from $241.7M. The company refinanced its term loan with Pharmakon Advisors for $200M at favorable 8.25% interest and guided modest JELMYTO growth to $97-101M in 2026.

  • ·Permanent J Code (J9282) for ZUSDURI effective January 1, 2026.
  • ·ZUSDURI FDA approval: June 12, 2025.
  • ·UGN-103 NDA submission planned H2 2026; UGN-104 Phase 3 enrollment complete end 2026; UGN-501 IND by end 2026.
  • ·Debt refinancing: $200M first tranche February 26, 2026, refinances prior $125M loan; optional $50M tranche by June 30, 2027; 8.25% interest.
  • ·2026 operating expenses guidance: $240-250M including $20-24M non-cash share-based compensation.
UroGen Pharma Ltd.8-Kpositivemateriality 9/10

02-03-2026

UroGen Pharma Ltd. and UroGen Pharma, Inc. entered into a $250M term loan agreement with BPCR Limited Partnership, BioPharma Credit Investments V (Master) LP, and BioPharma Credit PLC, with $200M (Tranche A) funded on February 26, 2026, to refinance $125M existing debt and fund general corporate purposes, while $50M (Tranche B) is available by June 30, 2027. The loans carry 8.25% fixed interest, mature in approximately 5 years, with principal repayments in four quarterly installments starting Q1 2030, subject to fees including 1.5% funding fee and 1% exit fee, secured by substantially all assets, and include restrictive covenants but no financial covenants.

  • ·Loan matures on 5th anniversary of Tranche A Closing Date (February 26, 2026).
  • ·Prepayments before 1st anniversary subject to makewhole amount equal to interest through that date.
  • ·No financial covenants; includes customary restrictive covenants on asset sales, indebtedness, dividends, and change of control.
  • ·Obligations guaranteed by UroGen Pharma Ltd. (subject to Israeli law limitations) and secured by substantially all tangible and intangible assets.
FARMERS NATIONAL BANC CORP /OH/8-Kpositivemateriality 9/10

02-03-2026

Farmers National Banc Corp. (FMNB) completed its merger with Middlefield Banc Corp. (MBCN) on March 2, 2026, boosting banking assets to over $7.4B from $5.2B as of December 31, 2025 (42% increase) and expanding branches to 83 from 62. The company added two new board members, Kevin A. DiGeronimo and Michael C. Voinovich, while wealth management assets under care remained at over $4.7B. This marks FMNB's seventh bank acquisition in the last decade, enhancing its footprint in Ohio and Pennsylvania.

  • ·Operates 83 branches throughout Ohio and Pennsylvania
  • ·Forward-looking statements highlight integration risks and economic uncertainties
NETSTREIT Corp.8-Kneutralmateriality 5/10

02-03-2026

NETSTREIT Corp. (NTST) released an investor presentation on March 2, 2026, intended for use in meetings with investors, furnished under Item 7.01 of Form 8-K. The presentation is attached as Exhibit 99.1 and available on the company's Investor Relations website at www.netstreit.com. No specific financial metrics or performance data are disclosed in the filing itself.

Dare Bioscience, Inc.8-Kneutralmateriality 3/10

02-03-2026

Dare Bioscience, Inc. (DARE) filed an 8-K on March 02, 2026, under Items 7.01 (Regulation FD Disclosure) and 9.01 (Financial Statements and Exhibits), attaching Exhibit 99.1. No substantive financial, operational, or performance details are available in the provided filing excerpt.

  • ·Filing Type: 8-K
  • ·Items Reported: 7.01, 9.01
  • ·Subcategory: Regulation FD Disclosure
Monopar Therapeutics8-Kpositivemateriality 7/10

02-03-2026

Monopar Therapeutics (MNPR) appointed Susan Rodriguez as Chief Commercial and Strategy Officer effective March 2, 2026, to lead commercial strategy and infrastructure ahead of planned NDA submission for ALXN1840 to FDA in H1 2026. Rodriguez has 30+ years of experience, including COO at Avadel (acquired by Alkermes for $2B), CCO at Ardelyx, and CEO at Tolmar Pharmaceuticals. No financial results, declines, or flat metrics reported.

  • ·NDA submission for ALXN1840 planned for first half of 2026
  • ·Rodriguez holds M.S. and B.S. in psychology from University of Pennsylvania
Cantor Equity Partners I, Inc.8-Kneutralmateriality 7/10

02-03-2026

Cantor Equity Partners I, Inc. (CEPO) filed an 8-K on March 2, 2026, attaching an investor presentation from BSTR Holdings, Inc. (Pubco) and BSTR Newco, LLC detailing private placements of convertible notes, convertible preferred stock, Class A ordinary shares, and membership interests dated July 16, 2025, August 7, 2025, and August 25, 2025, in connection with a potential business combination to form a Bitcoin Standard Treasury Company. The presentation emphasizes forward-looking strategies for Bitcoin yield generation and alpha opportunities but is dominated by extensive disclaimers and risks, including potential failure to complete the transactions, high Bitcoin volatility, regulatory uncertainties, and no third-party fairness opinion. No quantitative financial data or performance metrics are disclosed.

  • ·Subscription agreements dated July 16, 2025 (multiple transactions), August 7, 2025 (convertible notes), and August 25, 2025 (preferred stock).
  • ·CEPO prospectus dated January 6, 2025, filed with SEC on January 7, 2025.
  • ·Risks include high correlation of Pubco stock to Bitcoin price, potential shell company status, and shareholder redemption impacts.
Pulmatrix, Inc.8-Kmixedmateriality 9/10

02-03-2026

Pulmatrix, Inc. announced the termination of its Merger Agreement with Cullgen Inc. on February 28, 2026, following delays in approval from the China Securities Regulatory Commission, after stockholders approved the merger on June 16, 2025. Despite this termination, the company is advancing discussions on alternative merger opportunities and emphasized its iSPERSE™ technology, supported by 149 granted patents as of December 31, 2025, and pipeline assets like Phase 2-ready PUR3100, PUR1800, and partner-advanced PUR1900. No immediate financial impacts or monetization details from the termination were disclosed.

  • ·Merger Agreement originally entered November 13, 2024, and amended April 7, 2025.
  • ·Form S-4 registration statement filed February 14, 2025, effective May 9, 2025.
  • ·Mutually agreed to waive 'No Solicitation' clause in December 2025 press release.
  • ·PUR1900 approved for Phase 3 in India by Cipla; Pulmatrix and Cipla share U.S. rights 50/50.
Unknown8-Kmixedmateriality 8/10

02-03-2026

Rayonier issued a Q1 2026 investor presentation highlighting its post-merger asset base with PotlatchDeltic, including ~4.1M acres of diversified timberland (3.2M in U.S. South), wood products capacity of 1.2B BF lumber annually across six sawmills, and $40M run-rate synergies. Real estate projects like Wildlight (~20,600 entitled acres, 123 avg annual home closings 2020-25) and Heartwood show sales momentum, with HBU premiums improving (rural/other avg $4,181/acre in 2021-25 vs $2,763 in 2015-17). However, the presentation cautions on cyclical lumber/housing markets, supply chain risks, and no guaranteed merger benefits amid underbuilt housing forecasts.

  • ·U.S. South acreage breakdown: Arkansas 938K (30%), Georgia 850K (27%), Alabama 387K (12%), Florida 346K (11%), Texas 275K (9%), others.
  • ·U.S. Northwest acreage: Idaho 623K (67%), Washington 301K (32%), Oregon 6K (1%).
  • ·Wood products facilities capacities: Waldo 275MMBF, Warren 220MMBF, Gwinn/St. Maries 185MMBF each, Bemidji 140MMBF, Ola 150MMBF.
  • ·Wildlight: ~990 total project-to-date residential closings expected YE26, ~400 annual run-rate goal.
  • ·Heartwood: ~560 total project-to-date residential closings expected YE26, ~300 annual run-rate goal.
Aeries Technology, Inc.8-Kpositivemateriality 6/10

02-03-2026

Aeries Technology, Inc. (NASDAQ: AERT) announced that its Board of Directors has authorized a share repurchase program of up to $5.0 million of its outstanding Class A ordinary shares over the next twelve months. The program reflects the Board's confidence in the Company's strategy, operating trajectory, and long-term growth opportunities, while providing flexibility for capital allocation to enhance shareholder value. Repurchases may occur via open market purchases, private transactions, or other means and can be suspended or discontinued at any time.

  • ·Repurchase authorization effective over a twelve-month period from March 2, 2026
  • ·No obligation to repurchase any specific amount of shares
Signing Day Sports, Inc.8-Knegativemateriality 8/10

02-03-2026

Signing Day Sports, Inc. terminated its At The Market Offering Agreement (ATM Agreement) with H.C. Wainwright & Co., LLC, which was entered into on December 2, 2024, for the offer and sale of common stock. The Company delivered a termination notice on February 27, 2026, effective March 10, 2026, with no sales occurring under the agreement since July 1, 2025. This ends the Company's ability to conduct further ATM offerings.

  • ·Agreement originally filed as Exhibit 10.1 to Prior Form 8-K on December 2, 2024
  • ·Trading symbol: SGN on NYSE American LLC
  • ·No offers or sales of common stock under the ATM Agreement since July 1, 2025
Digi Power X Inc.8-Kpositivemateriality 9/10

02-03-2026

Digi Power X Inc. announced the commissioning of its first ARMS 200 modular data center at its Alabama site, with live operations expected in the third week of March 2026, full GPU-as-a-Service revenue generation in April 2026, and 10 MW deployment by Q3 2026, projecting up to $150M annualized revenue at $15M per MW. The company reported $80M in total liquidity as of February 27, 2026 (including ~$62M cash, ~$12M in BTC/ETH, ~$6M deposits), remains debt-free, completed ~$13.1M in YTD infrastructure CapEx, and plans an additional ~$20M by end-Q3 2026. However, it elected energy curtailment in January-February 2026 due to high costs from weather conditions.

  • ·Entered non-binding LOI on Jan 7, 2026 with Omnis Pleasants LLC for strategic partnership involving up to 1.3 GW power plant and 200 acres land lease in West Virginia; due diligence extended 120 days.
  • ·Uplisted to Cboe Canada effective Feb 27, 2026 (symbol DGX); continues trading on Nasdaq (DGXX).
  • ·Ceased BTC mining operations during 2025 at Alabama facility to convert to AI infrastructure hub; evaluating New York facilities for conversion.
  • ·Production of five additional ARMS 200 units completed for North Tonawanda, NY site, commissioning by end Q2 2026.
NewAmsterdam Pharma Co N.V.8-Kpositivemateriality 8/10

02-03-2026

NewAmsterdam Pharma released an investor presentation highlighting obicetrapib's clinical progress, including topline results from BROOKLYN, BROADWAY, and TANDEM Phase 3 trials showing 35-40% LDL-C lowering as monotherapy and 45% Lp(a) lowering, with an observed MACE reduction at 1-year and cash position of ~$729M at YE2025 supporting potential US launch if approved. The presentation emphasizes a $8B+ global peak sales opportunity targeting ~30M US patients not at LDL-C goals, beneficial effects beyond LDL-C on ApoB, HDL-C, Lp(a), and other markers, alongside comprehensive IP until mid-2043. Company doubled workforce to ~100 employees while building commercial functions, though forward-looking statements note risks like trial uncertainties and market access hurdles.

  • ·~75M US patients with elevated Lp(a) >100-125 nmol/L, ~18M US patients far from LDL-C goal (>20% above), ~5M ASCVD patients not at LDL-C <70 mg/dL, ~8M high-risk ASCVD not at <55 mg/dL
  • ·Non-statin LLT growth in high double digits, Repatha +45% Rx growth in 2024
  • ·IP protection until mid-2043, blinded data in >9,500 patients
Day One Biopharmaceuticals, Inc.8-Kpositivemateriality 9/10

02-03-2026

Day One Biopharmaceuticals reported strong 2025 OJEMDA net product revenue of $155.4M, up 172% from 2024, with prescriptions increasing 181% to 4,635 and CQGR of 36% for revenue and 34% for prescriptions, while guiding for >50% growth to $225-250M in 2026. The company ended 2025 with $441.1M in cash, cash equivalents, and short-term investments, supporting pipeline advancement including Emi-Le Phase 1 data mid-2026 and FIREFLY-2 topline mid-2027. No declines were reported, with all metrics showing robust growth.

  • ·OJEMDA 2026 guidance: $225-250M U.S. net product revenue.
  • ·Pipeline milestones: 3-year FIREFLY-1 follow-up publication Q1 2026; CHMP positive opinion Feb 2026; Emi-Le Phase 1 data mid-2026; DAY301 Phase 1a data 2H 2026; FIREFLY-2 topline mid-2027.
  • ·Market opportunities: >$1B U.S. for OJEMDA in r/r pLGG; >$300M Emi-Le in ACC; >$400M OJEMDA in 1L pLGG; >$500M third program.
  • ·FIREFLY-1 3-year data: median DOR 19.4 months; median time to next treatment 42.6 months; 77% treatment-free at 12 months post-24 months therapy.
Strategy Inc8-Kpositivemateriality 9/10

02-03-2026

Strategy Inc raised $237.1M in net proceeds from ATM sales of 71,590 STRC shares ($7.1M net) and 1,730,563 MSTR common shares ($229.9M net) during February 23 to March 1, 2026, with no sales for STRF, STRK, or STRD preferred stocks. The company used $204.1M of proceeds to acquire 3,015 BTC at an average price of $67,700, boosting total holdings to 720,737 BTC with an aggregate cost of $54.77B (average $75,985). It also raised the STRC dividend rate from 11.25% to 11.50% and declared dividends including $2.50 per share quarterly for STRF/STRD and $2.00 for STRK.

  • ·STRC monthly dividend for Mar 2026: $0.958333333 per share (11.50% annualized)
  • ·STRE quarterly dividend: €2.50 per share
  • ·Dividends payable March 31, 2026 to holders of record March 15, 2026
  • ·BTC average purchase price during period: $67,700 (inclusive of fees)
  • ·Total BTC average purchase price: $75,985
  • ·Expected tax treatment: non-taxable return of capital to extent of tax basis
Turning Point Brands, Inc.8-Kmixedmateriality 9/10

02-03-2026

Turning Point Brands reported Q4 2025 total net sales up 29.2% YoY to $121.0M, driven by 69.5% growth in Stoker’s segment (including Modern Oral +266% to $41.3M, or 34% of total sales), however Zig-Zag segment net sales declined 12.8% to $40.0M. For FY2025, consolidated net sales increased 28.4% to $463.1M with Stoker’s up 69.1% but Zig-Zag down 7.2%; adjusted EBITDA rose 14.4% YoY to $30.0M in Q4 and $119.5M for the year. FY2026 guidance includes Modern Oral gross revenue of $220-$240M and net revenue of $180-$190M.

  • ·Q4 2025 Stoker’s gross margin decreased 115 bps to 56.6%; FY2025 increased 275 bps to 59.2%.
  • ·Q4 2025 Zig-Zag gross margin increased 40 bps to 54.6%; FY2025 declined 170 bps to 53.7%.
  • ·Q4 2025 SG&A expenses increased 38.2% YoY to $47.7M, including $1.1M FDA PMTA expenses.
  • ·Q1 2026 adjusted EBITDA guidance: $24-$27M.
  • ·FY2026 Modern Oral gross revenue guidance: $220-$240M; net revenue: $180-$190M.
Intellia Therapeutics, Inc.8-Kpositivemateriality 8/10

02-03-2026

Intellia Therapeutics, Inc. amended its Open Market Sale Agreement with Jefferies LLC, increasing the total value of Common Shares issuable from $750M to $1,035,316,650, representing a 38% expansion of the ATM offering capacity. The amendment updates the issuance notice reference and changes the company contact from Glen Goddard to Edward Dulac. The company must file a Prospectus Supplement within two business days of March 2, 2026.

  • ·Original Sales Agreement dated March 4, 2022, previously amended February 23, 2024
  • ·Prospectus Supplement to be filed pursuant to Rule 424(b) within two Business Days
  • ·Governed by New York law
Xtant Medical Holdings, Inc.8-Kpositivemateriality 8/10

02-03-2026

Xtant Medical Holdings, Inc. received a $10.7M payment from Companion Spine on February 27, 2026, representing full repayment of an $8.2M promissory note plus interest and purchase price adjustments for the December 1, 2025 divestiture of Coflex and CoFix product assets and subsidiary Paradigm Spine GmbH, increasing total consideration from $19.2M to $21.4M. The company applied $2.8M of the proceeds to prepay a portion of its term loan with MidCap Financial Trust, leaving $11.1M in principal outstanding. This transaction provides liquidity and reduces debt without any reported declines or issues.

  • ·Promissory note was scheduled to mature on January 31, 2026
  • ·Divestiture announced previously on December 1, 2025
Classover Holdings, Inc.8-Kpositivemateriality 8/10

02-03-2026

Classover Holdings Inc. (NASDAQ:KIDZ, KIDZW) terminated its $400M Equity Purchase Facility Agreement with Solana Strategic Holdings LLC, formally ending its Solana-focused digital asset treasury strategy, which the Board deemed no longer accretive under current market conditions. This move eliminates potential share dilution and redirects capital toward AI, AI agents, and robotics initiatives aligned with its educational technology mission. The company maintains a healthy balance sheet with no imminent liquidity needs and has not sold its existing Solana holdings, which will be evaluated for future divestment.

  • ·Announcement date: March 2, 2026
  • ·SEC filing date: March 02, 2026
  • ·Items reported: 1.02, 9.01
Picard Medical, Inc.8-Kpositivemateriality 5/10

02-03-2026

Picard Medical, Inc. (NYSE American: PMI), parent of SynCardia Systems LLC, announced Dr. Andre Simon, Vice President of Clinical Affairs, will present three sessions at the Technology and Heart Failure Therapeutics (THT) 2026 conference in Boston from March 2-4, 2026, highlighting the SynCardia Total Artificial Heart (STAH) and preclinical progress on the fully implantable Emperor system. Presentations cover in vitro/in vivo Emperor data, future therapy evolution, and outcomes beyond survival including organ recovery, functional improvement, and quality of life enhancements. The STAH, FDA and Health Canada approved, has seen more than 2,100 implants across 27 countries.

  • ·Presentation 1: 'The Emperor Rises: First In Vitro and In Vivo Evaluation of SynCardia’s Electromechanical Total Artificial Heart' on March 2, 2026 at 4:15 PM EST.
  • ·Presentation 2: 'The Total Artificial Heart of the Future: My Wish List' (Educational Lecture) on March 3, 2026 at 3:28 PM EST.
  • ·Presentation 3: 'Beyond Survival: Defining Success After Total Artificial Heart Implantation' on March 4, 2026 at 8:50 AM EST.
  • ·Key findings from registry analyses: sustained success in critically ill patients, improved outcomes with earlier implantation, recovery potential in initially non-transplant eligible patients; renal and neurological outcomes as major long-term success determinants.
Great Elm Capital Corp.8-Kneutralmateriality 7/10

02-03-2026

Great Elm Capital Corp. announced the full redemption of its $20M aggregate principal amount of 5.875% Notes due 2026 (CUSIP 390320 604) on March 31, 2026, at 100% of principal ($25.00 per Note) plus any accrued and unpaid interest through the Redemption Date (expected to be none). The Regular Record Date for the interest payment is March 15, 2026, and redemption will occur via DTC for book-entry notes or direct surrender to the Trustee. Interest on the Notes will cease accruing after the Redemption Date.

  • ·Indenture details: Base Indenture dated September 18, 2017; Fourth Supplemental Indenture dated June 23, 2021
  • ·Notice dated February 27, 2026
  • ·Trustee/Paying Agent address: Equiniti Trust Company, LLC, 1110 Centre Pointe Curve, Suite #101, Mendota Heights, MN 55120
  • ·Contact: 1-800-937-5449
  • ·Quarterly interest payment dates: March 31, June 30, September 30, December 31
ESSENTIAL PROPERTIES REALTY TRUST, INC.8-Kpositivemateriality 8/10

02-03-2026

Essential Properties Realty Trust (EPRT) released its March 2026 investor presentation detailing a stable net lease portfolio as of December 31, 2025, with 99.7% leased occupancy, 3.6x unit-level rent coverage, and same-store rent growth averaging a modest 1.5% over the last four quarters. Investment activity remains robust with $248M in closed acquisitions at ~7.8% cash yield through February 26, 2026, and pro forma liquidity of ~$1.8B supporting a low 3.1x net debt to annualized Adjusted EBITDAre; however, dispositions totaled just $3M at 7.4% yield, reflecting selective capital recycling. The portfolio features $7.5B in undepreciated gross assets across 2,300 properties, with top 10 tenants comprising only 16.5% of cash ABR.

  • ·Weighted average remaining lease term (WALT) of 14.4 years and annual escalations of 1.8% as of December 31, 2025.
  • ·5.2% of ABR expiring through 2030 with 4.1x coverage.
  • ·Weighted average debt maturity of 4.5 years at 4.3% interest rate.
  • ·99.2% of cash ABR from tenants required to report unit-level financials.
  • ·Historical annualized credit loss of ~30 bps since inception.
  • ·AFFO per share growth of ~9% annually since 2019.
Uniti Group Inc.8-Kmixedmateriality 9/10

02-03-2026

Uniti Group Inc. reported Q4 2025 consolidated revenue of $917.3M, up over 212% YoY from $293.3M, with pro forma Fiber revenue growing 13% YoY and Kinetic Consumer Fiber revenue surging 24% YoY alongside 20% subscriber growth; however, it posted a Q4 net loss of $305.7M versus prior year income, driven by high depreciation, transaction costs, and debt extinguishment losses. Full year 2025 revenue reached $2,234.5M, up 92% YoY, with Adjusted EBITDA of $1,173.8M, though net income of $1,304.7M was boosted by a one-time $1,683.9M merger-related gain. The company strengthened its balance sheet via $960.1M Kinetic ABS securitization and $1.0B senior notes, and provided 2026 outlook for revenue of $3,605-3,655M but projected net loss of $(410)-(360)M amid $775M interest expense.

  • ·Kinetic Q4 capex $238.6M; Fiber Infrastructure Q4 capex $43.4M; Uniti Solutions Q4 capex $7.7M.
  • ·Cash and equivalents declined to $53.5M from $155.6M YoY.
  • ·2026 Outlook: Adjusted EBITDA $1,425-1,475M.
  • ·Fiber Infrastructure new bookings monthly recurring revenue $1.7M in Q4.
NEWS CORP8-Kpositivemateriality 7/10

02-03-2026

News Corporation issued an update to its Appendix 3C buy-back notification for the 2025 Repurchase Program, authorizing repurchases of up to $1B aggregate of Nasdaq-listed Class A (NWSA) and Class B common stock to enhance shareholder value. On February 27, 2026, the company repurchased 86,681 shares for $2.1M, with cumulative purchases to date totaling approximately $82.2M worth of shares out of the $1B authorization. No declines or flat metrics reported; activity reflects steady execution under market conditions.

  • ·Highest price paid to date: $27.21 on Feb 2, 2026; on Feb 27: $24.43
  • ·Lowest price paid to date: $22.20 on Feb 9, 2026; on Feb 27: $23.97
  • ·Broker: Goldman Sachs & Co. LLC
  • ·No repurchases of ASX-listed CDIs
  • ·Initial buy-back notification date: July 15, 2025
CCC Intelligent Solutions Holdings Inc.8-Kpositivemateriality 6/10

02-03-2026

CCC Intelligent Solutions Holdings Inc. appointed John A. Schweitzer as a Class II Director effective March 2, 2026, leveraging his extensive experience as former EVP, Sales at Salesforce (Informatica division), EVP and Chief Revenue Officer at Informatica, and senior roles at Software AG, Workday, SAP, and Oracle. The Board determined Mr. Schweitzer to be independent under applicable rules and reconstituted the Nominating and Corporate Governance Committee by appointing Teri Williams as chairperson and adding Mr. Eilam and Mr. Schweitzer, resulting in Mr. Wei no longer serving on the committee. Mr. Schweitzer will receive standard non-employee director compensation as detailed in the company's April 8, 2025 proxy statement.

  • ·Mr. Schweitzer joined Salesforce in November 2025 via its acquisition of Informatica and served as EVP, Chief Revenue Officer at Informatica from March 2021, including through its IPO in November 2021.
  • ·No family relationships, arrangements, or reportable transactions under Item 404(a) of Regulation S-K involving Mr. Schweitzer.
Ramaco Resources, Inc.8-Kpositivemateriality 7/10

02-03-2026

Ramaco Resources, Inc. (NASDAQ: METC, METCB) announced that Chairman and CEO Randall W. Atkins exercised long-held options from the 2017 public offering on February 26, 2026, acquiring 177,187 Class A shares and 54,429 Class B shares after tax provisions. Atkins stated the stock is trading at an undervalued level, signaling confidence in the company. Ramaco operates metallurgical coal mines in Central Appalachia and is developing rare earth elements and critical minerals production in Wyoming.

  • ·Options exercised were received in connection with the 2017 public offering and held for over 9 years
  • ·Company holds more than 70 intellectual property patents, pending applications, exclusive licensing agreements, and trademarks
  • ·Executive offices in Lexington, KY; operational offices in Charleston, WV and Sheridan, WY
  • ·Investor relations contact: (859) 244-7455 or info@ramacometc.com
MEDALLION FINANCIAL CORP8-Kpositivemateriality 6/10

02-03-2026

Medallion Financial Corp. repaid at maturity the full $31.25M aggregate principal amount of its privately placed notes on February 26, 2026, as disclosed under Regulation FD. No other financial impacts or issues were reported in the filing.

California Resources Corp8-Kneutralmateriality 5/10

02-03-2026

Analysis unavailable

OMNIQ Corp.8-Kpositivemateriality 6/10

02-03-2026

OMNIQ Corp. (OMQS) announced a new Proof of Concept (POC) contract for its AI-driven 360-degree vehicle inspection system in the hospitality and parking sectors, automating damage reporting to reduce false claims that account for up to 25% of operators' unexpected annual costs. The project equips four key lanes with 28 specialized cameras over an 86-day deployment, targeting 100% image capture rates and at least 95% LPR accuracy. No financial terms or revenue impacts were disclosed.

  • ·OMNIQ engages with Global Safe City market and Ticketless Safe Parking market.
  • ·Solutions comply with strict privacy and data protection standards, processed in secure private networks.
ITT INC.8-Kpositivemateriality 10/10

02-03-2026

ITT Inc. completed its $4.775 billion acquisition of SPX FLOW, Inc. on March 2, 2026, integrating 3,900 employees and SPX FLOW's technologies into the renamed Flow Technologies segment, accelerating ITT's 2030 portfolio transformation by four years. SPX FLOW delivered strong 2025 performance with revenue exceeding $1.3 billion and 14% organic orders growth, enhancing ITT's resilience in higher-growth, higher-margin businesses. No declines or flat metrics were reported for SPX FLOW or the combined entity.

  • ·Definitive agreement to purchase SPX FLOW announced in December 2025
  • ·ITT headquartered in Stamford, Connecticut, with employees in more than 35 countries and sales in approximately 125 countries
Ondas Holdings Inc.8-Kpositivemateriality 8/10

02-03-2026

Ondas Holdings Inc. (ONDS) announced a $10 million strategic investment in World View Enterprises, Inc. and entered a partnership agreement to collaborate on multi-domain ISR solutions integrating World View's stratospheric balloon systems with Ondas' autonomous aerial and ground systems. The partnership targets defense (U.S. Department of War), homeland security (DHS), allied organizations, and critical infrastructure customers, with focus on layered ISR, mission applications, and joint go-to-market strategies. No prior period financial comparisons or declines are reported in the filing.

  • ·Filing date: March 02, 2026
  • ·Press release date: March 2, 2026
  • ·Target customers include U.S. Department of War (DoW), Department of Homeland Security (DHS), allied defense organizations, and critical infrastructure operators

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