Dow Jones 30 Stocks SEC Filings — July 31, 2026

31-07-2026

Amazon is acquiring Globalstar through a merger in which Globalstar stockholders can elect to receive either $90.00 per share in cash (subject to proration and a potential downward adjustment) or a fixed number of Amazon shares (capped at $90.00 per share value). The transaction is structured as a tax-free reorganization, but completion is subject to regulatory approvals, HSR Act clearance, and Globalstar achieving certain operational milestones related to its C-3 satellite system and HIBLEO-4 replacement satellites. Risks include potential proration of cash elections, a possible $97 million Customer payment that would reduce the merger consideration, and uncertainty around the initial launch timeline (previously expected May 2026, now anticipated Q3 2026).

• · The initial launch of HIBLEO-4 replacement satellites was previously expected in May 2026 but is now anticipated during Q3 2026.
• · The stock consideration exchange ratio is 0.3210 Amazon shares per Globalstar share if Amazon's measurement price is below $280.38, and is capped at $90.00 per share value if the price is at or above $280.38.
• · The merger is intended to qualify as a tax-free reorganization under Section 368(a) of the Code, but no opinion or IRS ruling has been obtained.
• · Globalstar stockholders who elect cash may receive stock instead if cash elections exceed 40% of outstanding shares (proration).
• · The per share adjustment amount from the Customer payment will reduce both cash and stock consideration, but the exact amount will not be known until just before closing.

31-07-2026

Apple Inc. reported strong financial results for the third quarter and first nine months of fiscal 2026, with net income rising 27% YoY to $29.8B in Q3 and 20% YoY to $101.5B in the nine-month period. Total net sales grew 16% YoY to $109.4B in Q3 and 16% YoY to $364.4B year-to-date, driven by double-digit growth in iPhone, Mac, and Services. However, iPad revenue declined 6% YoY in Q3, and the company's cash flow from operations surged 43% to $117.0B for the nine months, while cash used in financing activities increased slightly.

• · Total assets increased 6.7% from $359.2B (Sep 2025) to $383.3B (Jun 2026).
• · Total liabilities decreased 3.4% from $285.5B to $275.7B.
• · Shareholders' equity surged 45.8% from $73.7B to $107.5B, driven by retained earnings turning positive from ($14.3B) to $11.3B.
• · Inventories nearly doubled from $5.7B to $11.1B, a 94% increase.
• · Commercial paper outstanding dropped 75% from $8.0B to $2.0B.
• · Cash paid for income taxes, net, decreased 28.9% from $37.3B to $26.6B for the nine-month period.
• · Weighted-average diluted shares outstanding decreased 1.6% YoY in Q3, reflecting ongoing share repurchases.

31-07-2026

Chevron reported Q2 2026 earnings of $12.1B ($6.11 per share diluted), a dramatic increase from $2.5B in Q2 2025, driven by higher commodity prices, record U.S. production, and contributions from the Hess acquisition. However, U.S. natural gas realizations fell sharply to $0.91/MCF from $1.75/MCF a year ago, and international downstream crude unit inputs declined 10% due to Middle East supply disruptions, while refined product sales fell 13% internationally and 4% in the U.S. on lower demand.

• · Average Brent spot price rose to $104/BBL in Q2 2026 from $68/BBL in Q2 2025.
• · U.S. liquids realization increased to $70.80/BBL from $47.77/BBL YoY.
• · International liquids realization increased to $96.41/BBL from $58.88/BBL YoY.
• · International natural gas realization increased to $7.84/MCF from $7.20/MCF YoY.
• · U.S. natural gas realization fell sharply to $0.91/MCF from $1.75/MCF YoY.
• · Debt-to-CFFO ratio improved to 0.8x from 0.9x YoY.
• · Net debt-to-CFFO ratio improved to 0.6x from 0.8x YoY.
• · All Other net charges were relatively flat at $(978)M vs $(974)M YoY.
• · Signed heads of agreements with the Government of Iraq for West Qurna 2 and Nasiriyah oilfield developments.
• · Completed sale of Hong Kong downstream fuels and lubricants businesses.
• · Signed agreement to sell 50% interest in Singapore Refining Company and other downstream assets, expected to close in 2027.
• · Announced technology licensing agreement for chemical surfactant technology.

31-07-2026

Amgen Inc. disclosed a material cybersecurity incident in July 2026 involving unauthorized access to data stored in third-party cloud environments. The company confirmed exfiltration of proprietary data, patient protected health information, and other data, but stated no impact on products, manufacturing operations, or financial reporting systems. While the incident is deemed material, Amgen believes it is not reasonably likely to have a material impact on financial condition or results of operations, though the investigation remains ongoing.

• · The incident was identified in July 2026 and involved unauthorized activity in cloud environments hosted by third-party providers.
• · Containment measures were implemented and independent cybersecurity forensic experts were engaged.
• · Data exfiltration includes proprietary data, patient protected health information, and other information.
• · The company has not identified any impact to products, manufacturing operations, financial reporting systems, or ability to meet patient needs.
• · The investigation is ongoing to assess the extent of access or exfiltration of patient, confidential business, intellectual property, and R&D information.
• · The company determined the incident is material on July 29, 2026, based on the volume of impacted files and potential sensitivity of information.
• · Amgen believes the incident is not reasonably likely to have a material impact on financial condition or results of operations.
• · The company will evaluate and make required regulatory and legal notifications, including to impacted patients.

31-07-2026

VICE CHAIR, CHF PPL & CORP AFF MAHON TULLIER KELLY sold 37,281 Class A Common Stock at $365.05 (~$13.6M). 4 transactions reported in total. MAHON TULLIER KELLY holds 49,662 shares after the transaction.

• · VICE CHAIR, CHF PPL & CORP AFF MAHON TULLIER KELLY exercised/converted 37,281 Class A Common Stock at $109.82 (~$4.09M)
• · VICE CHAIR, CHF PPL & CORP AFF MAHON TULLIER KELLY sold 37,281 Class A Common Stock at $365.05 (~$13.6M)
• · VICE CHAIR, CHF PPL & CORP AFF MAHON TULLIER KELLY sold 19,991 Class A Common Stock at $364.81 (~$7.29M)
• · VICE CHAIR, CHF PPL & CORP AFF MAHON TULLIER KELLY exercised/converted 37,281 Employee Stock Option (Right to Buy)

31-07-2026

Vanguard Capital Management LLC filed a Schedule 13G with the SEC on July 31, 2026, disclosing beneficial ownership of 23,913,908 shares of Honeywell Aerospace Inc. common stock, representing a 7.54% stake. The filing indicates Vanguard holds the shares in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

• · Vanguard Capital Management LLC is based in Malvern, Pennsylvania.
• · The filing was made under Rule 13d-1(b), indicating passive investment intent.
• · Vanguard's stake includes shares held by Vanguard funds and managed accounts over which it exercises dispositive power.
• · No single person other than Vanguard has an interest in more than 5% of the reported securities.