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US SEC Filing Intelligence

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Contract Deobligations Alert — May 13, 2026

This Contract Deobligations Alert synthesizes $4,176,750,195 in total civilian contract obligations across 6 awards from May 13, 2026, with 0/6 defense-related and average signal strength of 5.5/10, dominated by DHS ($1.72B), HHS ($1.57B across Bavarian Nordic A/S and Albert B. Sabin Vaccine Institute), and VA ($810M). Highest-conviction bullish signals (7/10 strength, 8/10 materiality) highlight durable revenue potential for Southwest Valley Constructors Co ($1.72B DHS), Bavarian Nordic A/S ($1.26B HHS), and Booz Allen Hamilton Inc ($809.8M VA IT services). Neutral signals temper smaller HHS R&D awards to Albert B. Sabin Vaccine Institute ($310M total) and USAID remediation to Nelson Environmental Remediation USA Ltd ($72.6M). Key risk: monitor outlay progress on multi-year contracts like Booz Allen's remaining $492M unoutlayed on VA order and Nelson's high firm-fixed-price execution risk.

6 total filings
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Contract Option Exercises — May 13, 2026

Option exercises totaling $4,176,750,195 across 6 civilian contracts (0/6 defense-related) highlight steady funding commitments from HHS ($1.57B in vaccine R&D), DHS ($1.72B construction), VA ($810M IT services), and USAID ($73M remediation), with average signal strength of 5.5/10. Dominant theme is civilian health preparedness via HHS awards to BAVARIAN NORDIC A/S ($1.26B) and ALBERT B. SABIN VACCINE INSTITUTE ($310M across two contracts), alongside large VA IT support for BOOZ ALLEN HAMILTON INC. Highest-conviction bullish signal is BOOZ ALLEN HAMILTON's $809.8M VA delivery order with $317.9M already outlayed under low-risk time-and-materials pricing through 2025. Key risk is uneven outlay pacing in multi-year contracts, such as BOOZ ALLEN's remaining $492M and NELSON ENVIRONMENTAL REMEDIATION USA LTD's early 15% ($10.7M) on $72.6M USAID award.

6 total filings
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Federal IT & Cybersecurity Contracts — May 13, 2026

The single contract in this Federal IT & Cybersecurity stream represents a $809,754,946 obligation fully committed to Booz Allen Hamilton Inc. by the Department of Veterans Affairs, with 0% defense and 100% civilian exposure. This multi-year IT operations and services transformation delivery order underscores a stable, high-certainty revenue stream for Booz Allen Hamilton, evidenced by $317,898,571 already outlayed under a time and materials structure won via full and open competition. The highest-conviction bullish signal is the steady $140-145 million annual revenue estimate through 2025-01-22, highlighting VA's prioritization of integrated IT services (NAICS 541512, PSC D318). A key watch item is progress on the remaining ~$492 million in outlays and any modifications ahead of the 2025-01-22 end date, given uncertain outlay pacing.

1 total filings
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All HHS Contracts — May 13, 2026

HHS obligated $1,574,385,405 across 3 contracts from May 13-13, 2026, with 0/3 defense-related (100% civilian HHS focus on BARDA/ASPR vaccine R&D for outbreak preparedness). The dominant theme is filovirus vaccine development (Sudan Ebolavirus, Marburg), led by highest-materiality $1.26B award to BAVARIAN NORDIC A/S (bullish signal, strength 7/10). Albert B. Sabin Vaccine Institute, Inc. (nonprofit) captured the remaining $310M in two neutral signals for similar R&D through 2030. Highest-conviction signal is bullish on BAVARIAN NORDIC A/S due to massive scale vs. Sabin's ~$20M annual revenue est. Key watch item: Sabin option exercises toward $240M and $149M ceilings amid $150M+ combined outlays to date.

3 total filings
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Mega Contracts Monitor ($100M+) — May 13, 2026

These five civilian mega contracts totaling $4,104,180,352 (0/5 defense-related) highlight steady funding in health preparedness and IT services, with Department of Health and Human Services (HHS) dominating via BARDA vaccine R&D awards and Department of Homeland Security (DHS) leading with a $1.72B construction award to Southwest Valley Constructors Co. Highest-conviction bullish signals emerge from the top three contracts—Southwest Valley ($1.72B DHS), Bavarian Nordic A/S ($1.26B HHS), and Booz Allen Hamilton Inc. ($810M VA)—indicating multi-year revenue visibility amid low pricing risk. Two neutral signals to nonprofit Albert B. Sabin Vaccine Institute, Inc. ($310M combined HHS) underscore stable but non-equity-impacting R&D funding. Key watch item: outlay pacing on Booz Allen's $810M VA IT contract, where only $318M of $810M has been spent as performance nears 2025 end.

5 total filings
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High-Value Federal Grants ($5M+) — May 13, 2026

This digest covers $4,176,750,195 in high-value federal grants ($5M+) awarded or obligated in the May 13, 2026 period, with 0/6 defense-related and all civilian agency focus across DHS, HHS, VA, and USAID. Dominant themes include large-scale construction (DHS to Southwest Valley Constructors Co $1.72B), biotech preparedness (HHS to Bavarian Nordic A/S $1.26B and Albert B. Sabin Vaccine Institute $310M combined), and IT services (VA to Booz Allen Hamilton Inc $810M). Highest-conviction bullish signals stem from the top three high-materiality awards ($3.79B total), signaling multi-year revenue stability for recipients amid full funding commitments. Key risk is uneven outlay pacing, with Booz Allen at $318M (39%) outlayed on its $810M award and Sabin contracts showing 38-60% progress, warranting monitoring for cash flow implications.

6 total filings
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General Federal Contracts — May 13, 2026

This digest covers $4,176,750,195 in 6 civilian-only federal contracts (0/6 defense-related) awarded across DHS, HHS, VA, and USAID, dominated by three high-materiality bullish awards exceeding $800M each to Southwest Valley Constructors Co ($1.72B DHS), Bavarian Nordic A/S ($1.26B HHS), and Booz Allen Hamilton Inc ($810M VA). The highest-conviction signal is sustained civilian agency demand for construction, biotech, and IT services, with multi-year commitments providing revenue visibility through 2025-2030. Albert B. Sabin Vaccine Institute, Inc. captures two HHS awards totaling $310M for ebolavirus R&D and manufacturing, reinforcing HHS vaccine preparedness theme. Key risk is uneven outlay pacing, with Booz Allen at 39% ($318M of $810M), Sabin contracts at 38-60%, and Nelson at 15%. Average signal strength of 5.5/10 reflects neutral lower-tier awards amid stable civilian funding.

6 total filings
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S&P 500 Technology Sector SEC Filings — May 13, 2026

Across 32 filings in the USA S&P 500 Technology stream (broadly including software, AI, biotech tech, and related), sentiment is predominantly mixed (12/32 filings), with 6 negative and 4 positive, reflecting revenue growth in key tech names like Cisco (+12% YoY to $15.8B) and Formula Systems (+18% YoY to $2.6B) offset by declines in niche players like Planet 13 (-24.8% YoY) and CareView (-2% YoY). Period-over-period trends show 7/15 quarterly reporters with YoY revenue growth averaging +55% (outliers Dyadic +182%, MultiSensor AI +38%), but margins compressed in 5/10 (e.g., Cisco -200bps to 63.6%, MultiSensor -2% to 57%); net losses narrowed in 8/12 biotechs via cost cuts (Adicet R&D -23%, G&A -42%) and cash infusions (Immunic +$187M, Altimmune +$79M net). Forward-looking highlights include Cisco's raised FY2026 revenue guidance to $62.8-63.0B and AI infra to $4B, plus biotech catalysts like Adicet's prula-cel updates mid-2026. Capital allocation favors dividends (Cisco $0.42/share, Atmus $0.055/share), while 13F filings (7/32) reveal stable institutional tech exposure (e.g., Acadian's $3.89B Apple). Portfolio-level theme: Tech growth resilient amid biotech funding boom, but cash burns and margin pressures signal caution; actionable now: Buy Cisco on guidance raise, monitor biotechs for trial data.

11 high priority 21 medium 32 total filings
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Nasdaq 100 Stocks SEC Filings — May 13, 2026

Across 32 filings from NASDAQ-100 related entities, Q1 2026 results reveal mixed performance with standout revenue growth in tech (Cisco +12% YoY to $15.8B) and biotechs/specialty firms (Dyadic +182% YoY, MultiSensor AI +38% YoY, Intelligent Bio +45% YoY), but persistent net losses and cash burn in 70% of operating companies despite narrowing in 6/12 cases (e.g., Adicet -28% YoY loss). Biotechs dominated with massive cash infusions (Immunic $200M, Altimmune $225M+, Tharimmune $87M), extending runways into 2027-2028, while REITs like Acadia showed robust NOI +19% YoY. Cisco raised FY2026 revenue guidance to $62.8-63.0B (+AI infra to $4B) and declared $0.42 dividend, signaling conviction; SPACs and miners exhibited typical pre-deal losses amid asset builds. Portfolio trends include margin compression (Cisco -200bps gross, MultiSensor -2%) averaging -100bps across 5 reporters, offset by capex discipline and forward catalysts like 5+ clinical readouts H2 2026. Institutional 13Fs (Group One, State Farm, Acadian) show stable mega-cap tech/energy holdings, neutral positioning. Implications: Tactical buys in growth biotechs/tech with catalysts, caution on high-burn explorers/miners.

15 high priority 17 medium 32 total filings
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US Activist Hedge Fund Institutional SEC 13D 13G — May 13, 2026

In a very quiet session for activist and institutional activity (only 1 filing, previously covered), Barrow Hanley Mewhinney & Strauss LLC disclosed a passive 6.30% stake in Warner Music Group Corp. (WMG) via Schedule 13G filed May 13, 2026, as of March 31, 2026. This equates to 9,261,674 shares, with 6,782,967 and 2,478,707 held under shared voting and dispositive power, filed under Rule 13d-1(b) as an investment adviser with no intent to influence control. Neutral sentiment reflects stable, ordinary-course holding rather than activist pressure. No period-over-period ownership changes, forward-looking statements, insider trades, capital allocation shifts, or operational metrics were detailed in the enriched data, limiting cross-company trends. The materiality (7/10) underscores moderate significance as confirmatory institutional interest in WMG amid low overall activity. Implications suggest portfolio stability for WMG but no broad sector catalysts or patterns from this single passive disclosure.

1 medium 1 total filings
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S&P 500 Financials Sector SEC Filings — May 13, 2026

Across 50 filings in the USA S&P 500 Financials stream (primarily Q1 2026 10-Qs and 13F-HRs filed May 13, 2026), asset managers dominate with 13F disclosures showing heavy allocations to tech giants (Apple, Amazon, Nvidia, Alphabet topping most portfolios) and broad ETFs, signaling low conviction in pure financials amid diversified strategies. Financial institutions exhibit mixed period-over-period trends: net interest income (NII) growth in banks like Bogota Financial (+23.2% YoY) contrasts with deposit declines (-7.9% QoQ) and modest net income drops (-3.4% YoY), while insurers like UTG Inc surged net income +81% YoY on investment gains and Lincoln National revenues +17.9% YoY despite net losses. Capital allocation leans shareholder-friendly with NB Bancorp completing 5% buyback (cumulative 16% since 2025) and funds like NMF SLF I declaring distributions amid NAV declines. Non-core filings (e.g., oil, pharma) show volatile revenues/losses, but financials highlight resilience in investment income (+14-39% YoY in funds) offset by unrealized depreciation. Portfolio-level: 30+ 13Fs aggregate ~$200B+ in tech/ETF holdings vs sparse financial-specific bets, implying relative underweight in banks/insurers. Key implication: Watch deposit trends and Q2 catalysts for NIM pressure, with buybacks signaling undervaluation.

18 high priority 32 medium 50 total filings
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S&P 500 Consumer Staples Sector SEC Filings — May 13, 2026

Across 50 SEC filings primarily from Q1 2026 10-Qs, 8-Ks, and 13F-HRs (despite Consumer Staples focus, spanning diverse sectors with staples like Colgate-Palmolive, Coca-Cola Consolidated, Kroger, and Newell Brands), overarching themes include robust revenue growth in 12/18 reporting companies averaging +72% YoY (e.g., Momentus +899%, Motorsport +129%, Accelerant +53.5%) offset by widening net losses in 10/18 (avg +25% YoY deeper) due to op-ex inflation (+40% avg YoY). Staples sector showed governance stability with 100% proposal approvals at Colgate, Coca-Cola Cons, and Newell AGMs, alongside Kroger's strong 2025 recap (9% EPS growth, eCommerce profitable). Mixed sentiment dominated (14/50 filings), with positive AGMs (8/12) and neutral 13Fs (9/9 no changes). Forward guidance emerged bullish for Accelerant (FY EWP $5.2B+), ClearPoint ($52-56M rev), highlighting catalysts amid capex and M&A (e.g., Allegiant-Sun Country $140M synergies). Capital allocation leaned shareholder-friendly (buybacks at Accelerant, distributions +20% at New Mountain), but cash burns persisted in biotech/small caps. Portfolio-level: Margin expansion rare (ClearPoint +400bps to 64%), outliers in revenue surges signal growth pockets vs sector stagnation risks.

20 high priority 30 medium 50 total filings
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S&P 500 Industrials Sector SEC Filings — May 13, 2026

Across 50 filings dominated by neutral 13F-HR disclosures from institutions like Third Avenue Management (heavy industrials exposure: Tidewater $77M, Valaris $50M, Boise Cascade $43M) and SouthernSun (Louisiana-Pacific $35M, Crane NXT $32M), portfolio snapshots reveal stable conviction in select S&P 500 Industrials amid tech-heavy allocations, with TRUSTCO BANK holding GE Aerospace ($6.7M). Operational 10-Q/8-K filings show mixed trends: revenue growth averaging +25% YoY in growth outliers like Shoulder Innovations (+65% to $16.7M Q1, guidance raised to $65-68M FY2026) and Pismo Coast Village (+13% to $2.2M), but sharp declines in biotechs like Aytu BioPharma (-33% Q3 revenue to $12.4M) and Semnur Pharma (opex +588% YoY). Banking peers reported robust net income gains (Finward +393% to $2.2M, Embassy +29% to $3.7M, Auburn +44% to $2.2M) driven by NII expansion (avg +13% YoY), though comprehensive losses from securities unrealized hits persist. Capital allocation highlights shareholder returns via NB Bancorp's completed 5% buyback (avg $20.96/share, cumulative 16% since 2025) and Embassy's $3M treasury repurchases. Forward catalysts include Shoulder FY guidance upgrade (37-44% growth), Inovio PDUFA Oct 30 2026, and XCF ops restart June 2026, signaling selective industrials/biotech alpha amid broader stability.

10 high priority 40 medium 50 total filings
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S&P 500 Energy Sector SEC Filings — May 13, 2026

Across the 7 filings in the USA S&P 500 Energy intelligence stream, only Devon Energy provides direct sector exposure via its $475M stake in Waterbridge Infrastructure, signaling conviction in energy infrastructure amid neutral institutional 13F snapshots from managers favoring tech and industrials. Period-over-period trends in 10-Q filers reveal volatility: KAANAPALI LAND exploded with +4,529% YoY revenue to $20.4k from property sales, Winchester Bancorp posted +44% YoY net interest income and +11.4% assets, while Hughes Satellite saw -11.2% revenue but narrowed losses dramatically. Mixed sentiments dominate (3/4 applicable), with no insider trading activity disclosed, limited capital allocation (e.g., KAANAPALI's $981 distribution), and no forward-looking guidance except Hughes' going concern warning. Portfolio-level patterns show institutions maintaining diversified, tech-heavy positions with no major shifts QoQ/YOY. Key implication: Sparse direct energy insights, but Devon's outsized Waterbridge holding flags infrastructure opportunity; monitor non-energy filers for broader market spillovers into energy via capital flows. Overall, bullish turnarounds in KAANAPALI/Winchester contrast Hughes' distress, urging selective positioning.

3 high priority 4 medium 7 total filings
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US Material Events SEC 8-K Filings — May 13, 2026

Across 50 SEC filings from May 13, 2026, dominant themes include strong shareholder approval at annual meetings (e.g., 15+ companies with >90% support for directors/auditors), mixed Q1/FY2026 earnings with biotech/pharma showing robust revenue growth (avg +50% YoY in 5 reporters like Aquestive +66%, Eos +445%) offset by consumer declines (Jack in the Box -4.3% rev YoY, Prestige -4.3%), and heightened M&A activity including Allegiant's $140M synergy acquisition of Sun Country. Capital allocation trends favor shareholder returns (Hanover $700M buyback) and debt optimization (Las Vegas Sands refinancing $1B notes, Tempus $350M convertibles). Executive churn signals caution (HF Sinclair CFO termination, Rent the Runway CEO departure) amid positive appointments and expansions (Applied Opto lease, Venu amphitheater). Period-over-period, margins compressed in 4/8 earnings reporters (avg -200bps, e.g., Jack in the Box 16.4% vs 19.6%), but cash flows improved in 6/10 (Doximity +19% FCF). Portfolio-level, biotech outperforms with trial catalysts, while SPACs extend deadlines (7 filings), pointing to prolonged deal hunts. Market implications: Favor growth biotechs and M&A plays, monitor consumer weakness and governance stability.

50 high priority 50 total filings
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Dow Jones 30 Stocks SEC Filings — May 13, 2026

The 50 filings for USA Dow Jones 30 stream, dominated by 13F-HR disclosures from institutions managing trillions in AUM, reveal overwhelming conviction in DJIA mega-cap tech leaders like Apple (top holding in 20+ filings, e.g., First Citizens $153B, Visionary $101M), Amazon, Alphabet, Nvidia, and Microsoft, with select QoQ share increases (e.g., Alesco +5.4% AAPL, +2.3% AMZN). Operational 10-Q/8-K filings show mixed Q1 2026 results across non-DJIA names: robust growth in energy (NGS rental rev +21% YoY, EBITDA guide to $92.5-97.5M), airlines (ALGT Sun Country acquisition, $140M synergies), and tech (Cisco rev +12% YoY to $15.8B, FY guide $62.8-63B; Identiv +40.7% rev), but persistent cash burn and losses in biotechs (Acrivon op ex down 8% YoY but cash use +5%; Aquestive cash to $110M). Capital allocation trends favor returns: NGS div +36% to $0.15, NB Bancorp completed buybacks of 16% shares since IPO at $19.25 avg, Cisco $0.42 div. Forward guidance largely raised/reaffirmed (5/7 cases), signaling resilience amid margin pressures (e.g., Cisco gross margin -200bps to 63.6%). Portfolio-level patterns highlight tech overweight (60%+ top holdings), energy/mining adds (Kopernik +4.2% NovaGold), and fixed income ETF tilts for defense.

12 high priority 38 medium 50 total filings
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US SEC Filings Daily Market Digest — May 13, 2026

Across 50 SEC filings for May 13, 2026, key themes include robust SPAC activity with multiple IPOs (Starlink AI, West Enclave) raising $200M+ and extensions (Aquaron, GP-Act III), signaling renewed M&A appetite in a potentially frothy market. Q1 2026 10-Qs reveal polarized performance: 14/22 reporting companies posted YoY revenue growth averaging 85% (outliers like SS Innovations +117%, SOLV Energy +66%), but 18/22 widened net losses amid SG&A surges (e.g., SOLV non-cash comp +8,300%), highlighting growth-at-all-costs in small caps/biotechs. Annual meetings (10+ filings) overwhelmingly passed director elections, say-on-pay, and auditor ratifications with >90% support, indicating stable governance. Biotech/health firms (Anteris, Azitra, Zenas) advanced trials with capital raises extending runways to 2029, while consumer/retail showed resilience (National Vision +6.6% rev, +4.4% comp sales). Capital allocation leans shareholder-friendly: Expensify $25M tender, News Corp $1B buyback authorization. Portfolio-level: Margin expansion rare (National Vision +150bps adj op margin), but cash burns average $4M/Q in loss-makers; forward catalysts cluster in H2 2026 trials/data readouts. Implications: Favor disciplined growers like National Vision/Cigna; monitor SPAC redemptions and biotech burn rates for downside risks.

31 high priority 19 medium 50 total filings
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S&P 500 Consumer Discretionary Sector SEC Filings — May 13, 2026

The 50 filings, dominated by 13F-HR reports from institutions managing trillions in AUM, reveal unwavering conviction in S&P 500 Consumer Discretionary mega-caps like Apple (e.g., First Citizens $153.7B position, Martingale $55.4M), Amazon ($62.6B First Citizens, $140M NewEdge), and Alphabet ($233M NewEdge Cl A), with stable Q1 2026 portfolios across 30+ filers signaling no major rotations out of consumer tech/retail leaders. Retail operators show sales headwinds (Fossil -3.6% YoY to $224.8M, Lulus -10% to $57.5M) but resilient margins (Fossil gross 59.9%, op margin 5.4% swing to profit) and cost discipline (Fossil SG&A -9.9%, Lulus inventory -17%), narrowing losses amid FY guidance for positive EBITDA (Lulus) and 3-5% adj margins (Fossil). Key catalysts include FedEx Freight spin-off (record May 15, trading June 1 2026, 80.1% dividend distribution unlocking $4.1B value) and Las Vegas Sands $1B debt refi (higher 5.3-5.65% rates vs 3.5%). Mixed financials/funds (e.g., Bogota NI -3.4% YoY, Finward +393%) hold consumer exposure, while crypto ETFs (Canary suite) post sharp NAV declines (XRP -18% QoQ, Solana -40.5%) on unrealized depreciation. No notable insider trades or buybacks; capital allocation leans to distributions (e.g., New Mountain $8.9M up YoY) and debt management. Portfolio-level trend: Steady institutional overweight in consumer discretionary amid ops challenges implies defensive positioning for H2 2026 recovery.

19 high priority 31 medium 50 total filings
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S&P 500 Healthcare Sector SEC Filings — May 13, 2026

Across 50 filings in the S&P 500 Healthcare intelligence stream dated May 13, 2026, direct operational updates from biotechs and providers reveal mixed Q1 2026 results with 7/9 healthcare firms showing narrowed net losses YoY (avg improvement ~40%) amid revenue ramps in select names like Precigen (+$21.9M YoY from near-zero on PAPZIMEOS launch) and Precision Optics (+108% YoY revenues), though cash burns persist and some revenues declined (e.g., CareView -2% YoY). 35+ 13F-HR filings from institutions like Merck, J&J, and others disclose stable holdings in healthcare/biotechs (e.g., Merck's $117M Moderna, J&J's $258M Protagonist), signaling sustained conviction without reported changes QoQ. Positive shareholder meetings at Vertex (97% avg director approval), Elevance Health, and others contrast proxy risks at Pacira; forward catalysts cluster in H2 2026 (PDUFAs, ASCO data). Capital allocation lean: dividends steady (e.g., Tri-County +12% YoY), no major buybacks noted in health filers. Portfolio-level trend: biotechs prioritizing commercialization (payer coverage expansions, J-codes) over R&D (avg -25% YoY spend), positioning for 2027 revenue inflection but risking near-term dilution.

19 high priority 31 medium 50 total filings
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US Executive Compensation Proxy SEC Filings — May 13, 2026

Across 14 DEF 14A proxy statements filed around May 13, 2026, for US companies primarily holding annual meetings in June 2026, dominant themes include routine director elections (12/14 filings), advisory votes on executive compensation (9/14), auditor ratifications (8/14), and equity incentive plan expansions (e.g., BOX +7.2M shares, Oxford +750K shares, HealthEquity amended EIP), signaling expectations of future growth and talent retention amid strong governance emphasis (e.g., BOX 7/8 independent directors, Kroger all but CEO/Chair independent). Period-over-period trends are sparse but revealing: Kroger reported nearly doubled identical sales ex-fuel and 9% EPS growth in 2025 with eCommerce profitability at $16B, planning 30% new store growth in 2026 (positive outlier), while Bunker Hill Mining saw net losses widen sharply to $(90.4M) in 2025 from $(29.2M) in 2024 despite 14% YoY PEO compensation increase and TSR up to $140 (mixed signal). Other highlights include M3-Brigade's high-materiality SPAC merger with $500M PIPE (post-close PIPE owns 55%), AudioEye's 99% Say-on-Pay approval with 100% equity director comp, and leadership transitions (e.g., Perma-Pipe 3 resignations, Oxford director retirement at 72). Portfolio-level patterns show tech/cloud firms (BOX, SentinelOne, Marvell) prioritizing board stability and equity pools, retail (Kroger, Oxford) highlighting performance/governance, and small-caps/mining (Bunker Hill, SKYX) disclosing comp details amid volatility. Market implications favor monitoring June votes for comp/equity approvals as sentiment gauges, with bullish retail catalysts offsetting dilution risks in micro-caps like Classover (2.5B Class B authorization). No widespread insider selling noted, but equity-heavy comp (e.g., AudioEye RSU holdings up to 102K vested) indicates alignment.

14 high priority 14 total filings