S&P 500 Consumer Discretionary Sector SEC Filings — May 19, 2026

19-05-2026

SoftVest Advisors, LLC and Blackbeard Holdings, LLC announced a proposed business combination with Permian Basin Royalty Trust (NYSE: PBT) to create a diversified, NYSE-listed energy royalty and surface estate company. The transaction would convert PBT's net profits interests into a cost-free 15% royalty interest, eliminate cost exposure, and add approximately 66,500 surface acres via Blackbeard's subsidiary US Land Guild, LLC. However, the term sheet is non-binding, no definitive agreement has been executed, and completion is subject to unitholder approval, regulatory approvals, and other conditions, with no assurance the transaction will be consummated.

• · The transaction is expected to be presented to PBT unitholders for approval at a meeting to be called in due course; approval requires a simple majority of unitholders constituting a quorum.
• · SoftVest has engaged Stephens Inc. as financial advisor and Paul Hastings LLP as legal advisor; Blackbeard has engaged Vinson & Elkins LLP as legal advisor.
• · The term sheet is non-binding and no definitive agreement has been executed; there is no assurance the transaction will be consummated.
• · SoftVest is acting solely as a minority unitholder of the Trust, not on behalf of the Trust or its trustee.
• · If pursued, New PubCo will file a registration statement on Form S-4 with the SEC, including a proxy statement/prospectus.

19-05-2026

Next Bridge Hydrocarbons, Inc. filed an amended S-1 registration statement with the SEC on May 18, 2026, for a proposed public offering. The filing includes a Placement Agent Agreement with Roth Capital Partners, LLC dated April 30, 2026, and references numerous amendments to loan and promissory note agreements with Gregory McCabe, the Chairman and CEO, indicating ongoing related-party financing. The company has a history of debt restructurings and has not yet provided financial statement schedules, suggesting limited operational scale.

• · The registration statement references a Series A Redeemable Preferred Stock certificate filed August 26, 2025, and a Series C Preferred Stock certificate correction filed January 20, 2026.
• · The company has entered into multiple participation agreements with Magnetar Exploration L.P. for the Valentine and Panther prospects, dated March 27, 2024.
• · A Contribution Agreement with Wildcat Partners SPV, LLC was signed on March 27, 2024.
• · The filing includes a Subordination Agreement and an Assignment of Net Profits Interest and Irrevocable Option to Convert to Working Interest, both dated August 26, 2025.
• · The company's independent registered public accountant is M&K CPAS, PLLC.
• · The filing was signed in Fort Worth, Texas on May 18, 2026.

19-05-2026

Larimar Therapeutics held its 2026 Annual Meeting on May 19, 2026, with 103,882,937 shares outstanding. Stockholders elected three Class III directors, approved executive compensation on an advisory basis, ratified PricewaterhouseCoopers as auditor, and approved an amendment to increase authorized common stock from 115M to 215M shares. All proposals passed with strong support, though broker non-votes were significant for director elections and advisory votes.

• · Proposal 1: Frank Thomas received 66,827,378 votes for, 8,569,298 withheld; Carole S. Ben-Maimon received 67,314,208 for, 8,082,468 withheld; Joseph Truitt received 66,445,617 for, 8,951,059 withheld. Broker non-votes: 15,489,254 for each.
• · Proposal 2 (Say-on-Pay): 73,822,237 for, 1,498,429 against, 76,010 abstentions, 15,489,254 broker non-votes.
• · Proposal 3 (Frequency): 72,645,858 for every year, 71,449 for every two years, 2,633,106 for every three years, 46,263 abstentions, 15,489,254 broker non-votes. Board determined to hold annual advisory votes.
• · Proposal 4 (Auditor Ratification): 90,784,651 for, 72,972 against, 28,307 abstentions, 0 broker non-votes.
• · Proposal 5 (Authorized Shares Increase): 89,732,486 for, 1,046,555 against, 106,889 abstentions, 0 broker non-votes.
• · Proposal 6 (Adjournment): 89,887,684 for, 958,761 against, 39,485 abstentions, 0 broker non-votes.

19-05-2026

BestGofer Inc. (BGFR) announced on May 5, 2026 that its previously issued unaudited interim financial statements for the three months ended February 28, 2026 should no longer be relied upon due to a material non-cash goodwill impairment charge of $78,754 related to its wholly-owned subsidiary, Liberty Home Inspection Services LLC. As a result, the reported net loss for the quarter increased from $(7,001) to $(85,755), and goodwill was reduced from $78,754 to $0. The company has filed an amended Form 10-Q/A to reflect the restatement.

• · The non-reliance conclusion was triggered by management's evaluation of impairment indicators including limited historical and forecasted revenue of the LHIS reporting unit, sensitivity of discounted-cash-flow estimates, and key-person concentration risk (sole licensed inspector).
• · The restatement also required adjustments to total operating expenses, total stockholders' deficit, accumulated deficit, basic and diluted loss per share, and corresponding cash flow and equity rollforward presentations.
• · The company filed the 8-K after the four-business-day deadline, acknowledging the delay and stating it was filed as soon as practicable.
• · The company is an emerging growth company and has not elected to use the extended transition period for complying with new or revised financial accounting standards.

19-05-2026

Innovative Digital Investors Acquisition Corp. (a blank check company) filed Amendment No. 6 to its S-1 registration statement on May 19, 2026, for an initial public offering of 20,000,000 units at $10.00 per unit, each consisting of one share of common stock and three-quarters of one redeemable warrant. The company intends to focus on a business combination target in the financial services industry in North America and must complete an initial business combination within 18 months (with possible extensions up to 24 months) or redeem all public shares. The filing also details a private placement of 425,000 private units and 1,000,000 Sponsor OTM Warrants for an aggregate purchase price of $4,350,000.

• · The company is a blank check company (SPAC) with no specific business combination target selected and no substantive discussions with any target.
• · Each whole warrant entitles the holder to purchase one share of common stock at $11.50 per share, subject to adjustment.
• · Warrants become exercisable on the later of 30 days after the initial business combination and 12 months from the closing of the offering, and expire five years after the business combination.
• · Sponsor OTM Warrants have an exercise price of $15.00 per share and expire ten years after the business combination.
• · The company has applied to list units on the Nasdaq Global Market under the symbol 'IDIAU', with common stock and warrants expected to trade under 'IDIA' and 'IDIA W' respectively, beginning separate trading on the 52nd day after the prospectus date.
• · The company is an emerging growth company and will be subject to reduced public company reporting requirements.
• · There are potential conflicts of interest as officers and directors may have fiduciary duties to other entities and the low price paid for founder shares creates an incentive to complete a transaction even if it is unprofitable for public stockholders.
• · If the initial business combination is not completed within the completion window, founder shares and private warrants may expire worthless.

19-05-2026

JFB Construction Holdings filed an 8-K on May 19, 2026, announcing the adoption of Second Amended and Restated Bylaws effective May 18, 2026. The amended bylaws update governance provisions including meeting procedures, quorum requirements, and stockholder rights, notably requiring a 25% voting power threshold for stockholders to call special meetings. No financial results or operational metrics were disclosed in this filing.

• · The bylaws were amended effective May 18, 2026, and filed as Exhibit 3.1 to the 8-K.
• · Special meetings may be called by the Chairman, CEO, stockholders holding at least 25% of voting power, or a majority of the Board.
• · Quorum is set at a majority of outstanding shares entitled to vote, present in person or by proxy.
• · Directors are elected by a plurality of votes cast; other matters are decided by a majority of votes cast.
• · Stockholder action by written consent is permitted, requiring the minimum number of votes that would be necessary at a meeting.
• · Proxies are valid for up to 6 months unless a longer period (max 7 years) is specified, or if irrevocable and coupled with an interest.
• · Notice of stockholder meetings must be given between 10 and 60 days before the meeting.

19-05-2026

FormFactor, Inc. filed an 8-K on May 19, 2026, announcing the adoption of an Amended and Restated Certificate of Incorporation, effective May 15, 2026. The restatement integrates prior amendments without substantive changes, maintaining the existing capital structure of 250M common shares and 10M preferred shares, and preserves governance provisions including a 66⅔% supermajority vote requirement for director removal and charter/bylaw amendments. The filing also reflects the execution by President and CEO Michael D. Slessor.

• · The restated certificate does not amend any provisions; it only restates and integrates prior amendments.
• · Original incorporation date: April 15, 1993.
• · Registered office: 15 East North Street, Dover, Kent County, Delaware.
• · Board of directors size is fixed by board resolution; vacancies filled by majority of remaining directors unless board decides otherwise.
• · Stockholder action by written consent is prohibited; all actions must occur at annual or special meetings.
• · Director and officer liability is eliminated to the fullest extent permitted by Delaware law (Section 102(b)(7)).

19-05-2026

Home Depot reported Q1 FY2026 Q1 sales rose 4.8% YoY to $41.8B, driven by a 0.6% increase in comparable sales and a 2.2% rise in average ticket. However, net earnings declined 4.2% YoY to $3.3B, and diluted EPS fell 4.3% to $3.30, as operating margin contracted 100 bps to 11.9%. The company reaffirmed its FY2026 guidance, including total sales growth of 2.5%-4.5% and flat to 2.0% comparable sales growth.

• · Foreign exchange rates positively impacted total company comparable sales by approximately 55 basis points.
• · Gross margin declined to 33.0% from 33.8% in the prior year quarter.
• · Operating margin contracted 100 bps to 11.9% (GAAP); adjusted operating margin was 12.3% vs 13.2%.
• · The company operated 2,361 retail stores and over 1,280 SRS locations at quarter end.
• · Cash provided by operations was $6.0B, up from $4.3B in the prior year quarter.
• · Capital expenditures were $844M in Q1.
• · The company paid $2.3B in cash dividends during the quarter.
• · FY2026 guidance includes: total sales growth ~2.5%-4.5%, comparable sales growth ~flat to 2.0%, ~15 new stores, gross margin ~33.1%, operating margin ~12.4%-12.6%, adjusted operating margin ~12.8%-13.0%, effective tax rate ~24.3%, net interest expense ~$2.3B, diluted EPS growth flat to 4.0% from $14.23, adjusted diluted EPS growth flat to 4.0% from $14.69, capex ~2.5% of sales.

19-05-2026

Financial Insights, Inc. filed its Q1 2026 13F-HR, reporting total holdings of $308,597,196 across 130 positions as of March 31, 2026. The portfolio is heavily weighted toward ETFs and large-cap tech giants, with top holdings including SPDR Series Trust (S&P 500 ETF) at $40,981,904, Schwab Strategic US Dividend Equity ETF at $28,871,429, and Microsoft Corp at $16,889,535. No prior-period data is provided, so period-over-period comparisons are not possible.

• · The filing was signed by Managing Partner Alexandria Criss on May 15, 2026.
• · All 130 positions are held with sole voting and dispositive power.
• · The portfolio includes a mix of U.S. large-cap, mid-cap, small-cap, international, sector-specific, and fixed-income ETFs, as well as individual equities.
• · Notable holdings include $3,360,162 in Amplify CWP Enhanced Dividend ETF (74,920 shares) and $2,050,170 in Amplify CWP International Enhanced Dividend ETF (50,659 shares).
• · The report covers the period ending March 31, 2026, and was filed with the SEC on May 19, 2026.

19-05-2026

FortuneX Acquisition Corp filed an S-1/A registration statement for an IPO of 7,500,000 units (8,625,000 if over-allotment exercised) at $10.00 per unit, with gross proceeds of $75,000,000 ($86,250,000 with over-allotment). The SPAC will deposit $10.05 per unit into a trust account, targeting a business combination with no specific target identified. However, public shareholders face immediate and substantial dilution, with pro forma net tangible book value per share ranging from $5.92 (25% redemptions) to negative ($0.76) (100% redemptions) without over-allotment, and dilution per share from $4.08 to $10.76.

• · The SPAC qualifies as an 'emerging growth company' under the JOBS Act, subject to reduced reporting requirements.
• · The offering is on a firm commitment basis with Polaris Advisory Partners as sole book-running manager.
• · The trust account will hold $10.05 per unit, including the greater of 5% of gross proceeds or the deferred underwriting fee.
• · The initial business combination target must have an aggregate fair market value of at least 80% of the trust account balance.
• · The Sponsor acquired founder shares at a nominal price, leading to substantial dilution for public shareholders.
• · Pro forma net tangible book value per share without over-allotment: $5.92 (25% redemptions), $4.85 (50%), $3.03 (75%), ($0.76) (100%).
• · Pro forma net tangible book value per share with over-allotment: $5.93 (25% redemptions), $4.86 (50%), $3.03 (75%), ($0.79) (100%).
• · Dilution to public shareholders without over-allotment ranges from $4.08 to $10.76 per share depending on redemption level.
• · The company has no operations and no specific business combination under consideration as of the filing date.
• · The company was incorporated in the Cayman Islands on February 16, 2026.

19-05-2026

Bridgeline Digital reported Q2 FY2026 revenue of $3.9M, flat YoY, and subscription revenue of $3.1M, also flat YoY. However, the company achieved record new customer wins with 19 new subscription contracts totaling $2.8M in total contract value and $875K in annual recurring revenue, while core subscription ARR per new customer doubled to $44,000 from $21,000. Net loss improved to $0.4M from $0.7M in the prior year period, but gross margin declined to 64% from 68%.

• · Core revenue grew to 61% of total revenue and 65% of subscription revenue, both increasing from prior quarter and prior year.
• · Subscription revenue as a percentage of total revenue improved to 80% from 79% YoY.
• · Services gross margin declined to 47% from 52% YoY.
• · Operating expenses decreased 11.8% YoY to $3.0M.
• · HawkSearch received multiple 2026 honors from Info-Tech Research Group including Leader in Enterprise Search.
• · A leading global gas provider selected HawkSearch for a technically complex multi-lingual, multi-site implementation.
• · A wholesale distributor selected HawkSearch across five sites on OroCommerce with potential expansion to eight sites.
• · A national industrial supplier selected HawkSearch for specification-driven catalog search.
• · An Australia-based global electrical wholesaler selected HawkSearch with expansion potential to a second website.
• · A leading home décor brand selected HawkSearch for four ecommerce sites, originated through a customer referral.
• · Barron Designs and AZ Faux, serving 270,000 monthly visitors, selected HawkSearch.
• · A leading industrial distributor, first Unilog customer using HawkSearch connector, selected after proof-of-concept.
• · Precision metalworking manufacturer with 80+ years heritage selected HawkSearch for WooCommerce platform.

19-05-2026

Catholic Responsible Investments Funds (CRI) filed a DEFA14A on May 19, 2026, seeking shareholder approval to transition the CRI Small-Cap Fund from a passively managed small-cap strategy to an actively managed small- and mid-cap (SMID) strategy with a multi-manager structure. The filing contains no financial data or period-over-period comparisons, only a strategic proposal aimed at pursuing diversified alpha sources and stronger long-term outcomes for Catholic investors.

• · The filing is a DEFA14A (definitive additional proxy materials) filed on May 19, 2026.
• · The proposal introduces a multi-manager structure for the Small-Cap Fund.
• · The fund currently follows a passively managed small-cap strategy.
• · The proposed strategy expands to small- and mid-cap (SMID) stocks.
• · CBIS believes small-cap and SMID markets reward skilled active management.
• · No financial figures, performance data, or period-over-period comparisons are included in the filing.

19-05-2026

Aramco and Pasqal have launched Saudi Arabia's first quantum computer and the Middle East's first commercial Quantum Computing as a Service (QCaaS) platform, located at Aramco's data center in Dhahran. The Pasqal Quantum Processing Unit (QPU), deployed in November 2025, controls 200 programmable qubits and is now entering active operation. The announcement also highlights Pasqal's planned Nasdaq listing via a business combination with Bleichroeder Acquisition Corp. II (Nasdaq: BBCQ).

• · Pasqal was founded in 2019 and has raised over USD 500M in total funding.
• · Pasqal employs over 275 people and serves over 25 clients and partners.
• · The QPU was first deployed in November 2025 and is now entering active operation.
• · Wa'ed Ventures initially invested in Pasqal in January 2023.
• · Aramco workstreams include port logistics optimization, CO₂ storage optimization, well placement, rig scheduling, and quantum workforce building.
• · Pasqal is pursuing a Nasdaq listing via a business combination with Bleichroeder Acquisition Corp. II (Nasdaq: BBCQ).

19-05-2026

FG Nexus Inc. announced a cash dividend of $0.50 per share on its 8.00% Cumulative Preferred Stock, Series A (FGNXP) for the period March 15, 2026 to June 14, 2026. 2026. The dividend is payable on June 15, 2026 to holders of record on June 1, 2026. No other financial results or operational updates were disclosed in this filing.

• · The dividend covers the period from March 15, 2026 to June 14, 2026.
• · Record date for the dividend is June 1, 2026.
• · The filing is a Regulation FD disclosure under Item 7.01 and is furnished, not filed.

19-05-2026

AsiaFIN Holdings Corp. reported Q1 2026 revenue of $1.28M, up 105.3% YoY from $621K, and achieved a positive gross margin of 26.7% compared to a negative 1.1% gross margin in Q1 2025. Net loss narrowed 66.3% to $165K from $489K, and net loss per share improved to $0.00 from $0.01. However, cash and cash equivalents decreased to $1.69M from $1.75M at year-end 2025, and selling, general and administrative expenses rose 4.9% to $510K.

• · Cash and cash equivalents decreased 3.6% from $1.75M at Dec 31, 2025 to $1.69M at Mar 31, 2026.
• · SG&A expenses increased 4.9% YoY to $510K.
• · Net cash used in operating activities was $43K in Q1 2026, slightly improved from $45K in Q1 2025.
• · Total assets increased to $4.82M from $4.75M at year-end 2025.
• · Total liabilities increased to $2.41M from $2.19M at year-end 2025.
• · Shareholders' equity decreased to $2.41M from $2.57M at year-end 2025.
• · The company serves over 90 financial institutions and 100 corporate clients across Asia and the Middle East.

19-05-2026

GTS FINANCIAL, LLC filed its quarterly 13F-HR for the period ending March 31, 2026, reporting 43 equity holdings with a total market value of approximately $126.3 million. The portfolio is heavily concentrated in fixed-income and buffer ETFs, with the top positions being SPDR SERIES TRUST ($22.6M), iShares 0-3 Month Treasury ($14.5M), and Federated Hermes Total Return Bond ETF ($12.5M). The filing shows a diversified mix of equity and fixed-income ETFs, but no period-over-period comparisons are available as this is a single-period snapshot.

• · The largest single holding is SPDR SERIES TRUST (SPDR Portfolio Aggregate Bond ETF) at $22.6M, representing about 18% of the portfolio.
• · The second-largest holding is iShares 0-3 Month Treasury Bond ETF at $14.5M.
• · The third-largest is Federated Hermes Total Return Bond ETF at $12.5M.
• · Equity exposure includes Berkshire Hathaway Class B ($0.57M) and Eli Lilly ($0.86M).
• · The portfolio has significant exposure to Innovator defined-outcome buffer ETFs (multiple series) totaling approximately $19.伟M across 8 positions.
• · No short positions or put/call options were reported; all holdings are listed as sole voting and investment authority.

19-05-2026

Janus Investment Fund filed a DEFA14A soliciting shareholder votes for a Joint Special Meeting to approve a new investment advisory agreement following the proposed acquisition of Janus Henderson by an unnamed acquirer. The Board of Trustees unanimously recommends a 'FOR' vote on all proposals. The meeting has been adjourned to allow additional time for voting, and the fund is actively contacting shareholders via phone and email to increase participation.

• · The filing is soliciting material under Rule 14a-12, not a definitive proxy statement.
• · Shareholders can vote via a live proxy specialist at 1-855-206-2338 or online.
• · A video message from CEO Ali Dibadj is available at https://bcove.video/4n5BvAA.
• · The meeting has been adjourned to allow more time for voting.
• · The Board of Trustees unanimously recommends a 'FOR' vote on all proposals.

19-05-2026

The Federal Home Loan Bank of New York issued two consolidated obligations on May 14, 2026, with a total par value of $26,500,000. The first is a $10,000,000 callable bond (CUSIP 3130BAS24) with a 4% coupon, maturing November 19, 2027, and redeemable on a Bermudan call schedule starting November 19, 2026. The second is a $16,500,000 non-callable fixed-rate bond (CUSIP 3130BASC2) with a 3.85% coupon, maturing January 6, 2028. Both bonds are fixed-rate constant obligations, representing routine funding activities with no unusual terms or negative features.

• · Trade date for both bonds: May 14, 2026.
• · Settlement date for callable bond: May 19, 2026; for non-callable bond: May 18, 2026.
• · Next pay date for callable bond: November 19, 2026; non-callable bond: January 6, 2028.
• · Callable bond has a Bermudan call style, redeemable on specified recurring dates starting November 19, 2026.
• · Non-callable bond has no call feature (Non-Callable).
• · Both bonds are Fixed Constant rate type/subtype.

19-05-2026

Farmer Mac completed the issuance of 4,000,000 shares of 6.875% Non-Cumulative Preferred Stock, Series I, in an exempt public offering on May 19, 2026. The offering was made pursuant to an underwriting agreement dated May 12, 2026, with Morgan Stanley & Co. LLC as representative of the underwriters. No financial results or period-over-period comparisons are included in this filing.

• · The offering was exempt and made pursuant to an offering circular.
• · The underwriting agreement was dated May 12, 2026.
• · The filing does not include any financial statements or period-over-period comparisons.

19-05-2026

Sprouts Farmers Market appointed Andrew Jhawar to its board of directors, effective immediately. Jhawar, a former partner at Apollo Global Management with extensive consumer and retail experience, previously served on Sprouts' board from 2011 to 2016. Concurrently, current board member Doug Rauch will not stand for reelection at the upcoming annual meeting on May 20, 2026, and will retire from the board at that time.

• · Andrew Jhawar retired from Apollo Global Management in December 2024 after nearly 25 years.
• · Jhawar previously served on Sprouts' board from April 2011 to February 2016.
• · Doug Rauch will retire at the annual meeting on May 20, 2026.
• · Sprouts operates more than 480 stores in 25 states and employs over 36,000 team members.

19-05-2026

YUM! Brands held its 2026 Annual Meeting on May 14, 2026, where shareholders re-elected all 11 director nominees and ratified KPMG LLP as the independent auditor for 2026. The non-binding advisory vote on executive compensation was approved. However, a shareholder proposal to reduce the ownership threshold for calling a special meeting was rejected, receiving only 83.5M votes for vs. 137.8M against.

• · All 11 director nominees were re-elected with votes ranging from 208.9M (Graddick-Weir) to 221.5M (Oberg) votes for.
• · KPMG LLP ratification received 231.6M votes for, 14.2M against, and 326,450 abstentions.
• · Say-on-pay advisory vote passed with 212.2M for, 9.2M against, and 684,673 abstentions; broker non-votes 24.0M.
• · Shareholder proposal on special meeting threshold was defeated: 83.5M for, 137.8M against, 809,346 abstentions.
• · Broker non-votes were 23,986,264 on Items 1, 3, and 4 (not applicable to Item 2).

19-05-2026

FB Bancorp, Inc. (FBLA) announced on May 19, 2026 the completion of its second stock repurchase program, under which it repurchased 1,785,375 shares (10% of outstanding) at an average price of $13.717 per share inclusive of costs. The buyback represents a significant capital return to shareholders, but the average repurchase price reflects the prevailing market level at the time of execution.

19-05-2026

Solaris Energy Infrastructure, Inc. held its 2026 Annual Meeting on May 15, 2026, where stockholders voted on three proposals. All three proposals passed: the election of three Class III directors (Edgar R. Giesinger, A. James Teague, William A. Zartler), ratification of BDO USA, P.C. as independent auditor for fiscal 2026, and an advisory non-binding approval of named executive officer compensation. However, director Edgar R. Giesinger received a significant 21.1% withheld vote (11,220,112 shares withheld out of 53,087,756 votes cast), indicating notable shareholder dissent, while the other two directors received over 96% support.

• · Broker non-votes totaled 4,301,700 shares across all director elections and the advisory compensation vote.
• · The ratification of BDO USA as auditor received 57,073,660 votes for, 243,710 against, and 72,086 abstentions.
• · The advisory compensation vote received 45,600,578 votes for, 7,195,531 against, and 291,647 abstentions.
• · The meeting was held on May 15, 2026, and the 8-K was filed on May 19, 2026.
• · The definitive proxy statement was filed on April 1, 2026.

19-05-2026

Blackstone Digital Infrastructure Trust Inc. filed an 8-K on May 19, 2026, announcing the amendment and restatement of its charter, effective upon formation on November 21, 2025. The charter establishes a seven-member board, includes provisions for director removal requiring Blackstone consent while the management agreement is in effect, and renounces corporate opportunities for Blackstone and non-employee directors. The filing also confirms the company's intent to qualify as a REIT and details indemnification and expense advancement for directors and officers.

• · The corporation was formed on November 21, 2025, under Maryland law.
• · The principal office in Maryland is c/o CSC-Lawyers Incorporating Service Company, 7 St. Paul Street, Suite 820, Baltimore, MD 21202.
• · The board may fill vacancies by majority vote of remaining directors, even if less than a quorum.
• · Stockholders have no preemptive or appraisal rights unless the board determines otherwise.
• · The board may revoke the REIT election if deemed no longer in the corporation's best interests.
• · Director removal requires a majority stockholder vote and, while the Management Agreement is in effect, Blackstone consent for Blackstone designees.
• · The corporation renounces any interest in business opportunities presented to non-employee directors or Blackstone affiliates, unless expressly offered to a director in that capacity.

19-05-2026

JBT Marel Corp held its Annual Meeting of Stockholders on May 14, 2026, with 46,668,495 shares represented (quorum). All ten director nominees were elected, the advisory vote on executive compensation passed with 92.6% support, and the ratification of PricewaterhouseCoopers as auditor for 2026 was overwhelmingly approved with 99.9% of votes cast. However, director Polly B. Kawalek received a notable 3.5% against vote (1,620,316 shares), the highest opposition among nominees, indicating some shareholder dissent.

• · Polly B. Kawalek received 1,620,316 votes AGAINST (3.5% of votes cast), the highest opposition among all director nominees.
• · All other director nominees received over 98% FOR votes, with Brian A. Deck and Ann E. Savage receiving the highest support (over 99.9% FOR).
• · The advisory vote on executive compensation had 3,116,022 votes AGAINST and 332,884 abstentions, representing about 7.4% opposition.
• · Ratification of PwC as auditor was nearly unanimous with only 25,979 votes AGAINST and 53,241 abstentions.
• · Broker non-votes totaled 1,140,646 shares across all proposals.

19-05-2026

First Merchants Corporation appointed Paul Fultz, a retired KPMG audit partner with over 30 years of experience, to its Boards of Directors. The addition expands the board to 13 members, including 10 independent outside directors, and is expected to strengthen governance and strategic oversight.

• · Mr. Fultz will be on the ballot for continuing terms at the Corporation’s Annual Shareholders Meeting in 2027.
• · First Merchants Corporation is a $21 billion financial holding company headquartered in Muncie, Indiana.
• · The Corporation's common stock is traded on the NASDAQ Global Select Market System under the symbol FRME.

19-05-2026

Blue Owl Digital Infrastructure Trust reported a NAV of approximately $1.92B as of April 30, 2026, with total portfolio value of $3.73B across 11 properties. The company issued ~2.09M shares for gross proceeds of $21.7M in May 2026 and declared monthly distributions of $0.0416667 per share across all classes. While NAV per share remained stable across most classes at ~$10.30, the Class E shares showed a slightly higher NAV of $10.4233. Total debt of $1.78B contributed to a 54.0% loan-to-value ratio, and 100% of consolidated debt is fixed-rate with a weighted average interest rate of 5.4%.

• · Portfolio of 11 properties with total value of $3.73B as of April 30, 2026
• · 91.9% of tenants are investment grade (S&P BBB-/Baa3 or higher)
• · Remaining weighted average base lease term of 7 years; fully extended term of 19.5 years
• · 100% of consolidated debt is fixed-rate with weighted average interest rate of 5.4% and LTV of 54.0%
• · Monthly gross distribution per share is $0.0416667 across all classes; net distributions range from $0.0345554 (Class S) to $0.0416667 (Class I and Class E)
• · Class E shares have a slightly higher NAV per share ($10.4233) compared to other classes (~$10.30)
• · Cash and cash equivalents of $159.1M provide liquidity buffer
• · Intangible assets of $522.1M offset by intangible liabilities of $516.5M

19-05-2026

Waterstone Financial, Inc. held its 2026 Annual Meeting on May 19, 2026, where shareholders elected three directors (Stephen Schmidt, Derek Tyus, Molly Mulroy) to serve until 2029, ratified Forvis Mazars, LLP as auditors, and approved advisory votes on executive compensation and frequency of voting. All proposals passed with strong support, though there were notable withheld votes for director Stephen Schmidt (668,600) and a significant number of votes for a 3-year frequency on executive compensation (1,249,023).

• · Proposal 1: Stephen Schmidt received 11,296,357 for and 668,600 withheld; Derek Tyus received 11,644,708 for and 320,249 withheld; Molly Mulroy received 11,636,482 for and 328,475 withheld.
• · Proposal 2: Ratification of auditors received 14,753,029 for, 84,156 against, and 113,581 abstain.
• · Proposal 3: Advisory vote on executive compensation received 11,280,893 for, 549,962 against, and 134,102 abstain.
• · Proposal 4: Advisory vote on frequency of executive compensation: 1 year (10,611,408), 2 years (50,356), 3 years (1,249,023), abstain (54,170).

19-05-2026

At the 2026 Annual Meeting held on May 14, 2026, Kraft Heinz stockholders elected all 10 director nominees, approved executive compensation on an advisory basis, approved the amended 2020 Omnibus Incentive Plan, and ratified PricewaterhouseCoopers as independent auditors for 2026. While all proposals passed, director John T. Cahill and John C. Pope received notable opposition with 38.5 million and 26.9 million against votes respectively, and the advisory vote on executive compensation saw 51.1 million against votes, indicating some shareholder dissent.

• · Broker non-votes totaled 117,137,683 shares for all director elections and the advisory compensation vote, representing a significant portion of shares not voted on those items.
• · The ratification of PricewaterhouseCoopers as auditors received 955,089,151 for votes, the highest support among all proposals, with no broker non-votes.
• · Director John C. Pope received 26,922,158 against votes, the second-highest opposition among nominees after John T. Cahill.

19-05-2026

Pinnacle Financial Partners, Inc. completed a public offering of $750 million aggregate principal amount of 5.596% Fixed Rate / Floating Rate Senior Notes due 2032 on May 19, 2026. The notes bear a fixed rate of 5.596% for the first five years, then float at SOFR plus 1.70% for the final year. The offering was registered under the company's shelf registration statement and the notes were issued under a senior indenture with The Bank of New York Mellon Trust Company, N.A. as trustee.

• · The notes mature on May 19, 2032.
• · Interest is payable semi-annually during the fixed-rate period and quarterly during the floating-rate period.
• · The offering was made under shelf registration statement File No. 333-292560.
• · The base indenture was originally dated February 13, 2012, and was supplemented on January 1, 2026.
• · Legal opinions on the validity of the notes were provided by Wachtell, Lipton, Rosen & Katz and Allan E. Kamensky.

19-05-2026

Ares Strategic Income Fund reported an aggregate NAV of approximately $10.7 billion and portfolio fair value of $21.3 billion as of April 30, 2026. The Fund generated a 1.17% monthly return for Class I shares in April 2026, with an annualized distribution rate of 9.54% for Class I shares. However, the Fund carries $10.9 billion in debt (1.05x debt-to-equity) and has a high gross expense ratio of 8.02% for Class I shares, with net expense ratios at the same level.

• · 92% of debt investments at fair value were floating rate and 80% of investments were senior secured loans as of April 30, 2026.
• · The Fund's portfolio consisted of 78.0% first lien senior secured loans, 1.6% second lien senior secured loans, 6.4% senior subordinated loans, 0.5% corporate bonds, 4.0% CLOs, 0.7% CMBS, 1.5% private asset-backed investments, 2.4% investments in joint ventures, 1.6% preferred equity, and 3.3% other equity.
• · Top industries by fair value: Software and Services 20.8%, Health Care Equipment and Services 10.7%, Commercial and Professional Services 9.5%, Capital Goods 8.4%, Investment Funds and Vehicles 8.3%, Consumer Services 6.4%, Financial Services 6.1%, Insurance 5.1%, Sports, Media and Entertainment 4.1%, Consumer Distribution and Retail 3.6%.
• · The Fund has sold unregistered Class I shares totaling $6,481.2 million in private placements, with no Class S or Class D shares sold in private placements.
• · The registered offering has a maximum of $15.0 billion of common shares; total consideration from registered offering was $3,127.9M (Class I), $1,384.0M (Class S), $914.0M (Class D).
• · Monthly gross distribution per share for all classes is $0.21430 for May through September 2026.
• · Net distribution for Class I is $0.21430, Class S is $0.19484, Class D is $0.20858 for May 2026.

19-05-2026

CubeSmart held its 2026 Annual Meeting on May 19, 2026, where shareholders elected nine trustees, ratified KPMG LLP as independent auditor for 2026, and approved executive compensation on an advisory basis. All nine trustee nominees received majority support, but several trustees received notable withhold votes (e.g., Piero Bussani with 15.7 million withheld, John F. Remondi with 14.3 million withheld), and the advisory vote on executive compensation passed with 169.9 million for but 22.3 million against, indicating some shareholder dissent.

• · All nine trustee nominees were elected with votes for ranging from 178,529,459 (Piero Bussani) to 193,926,997 (Martin P. Connor).
• · The highest withhold votes among trustees were for Piero Bussani (15,732,878), John F. Remondi (14,259,680), and Jeffrey F. Rogatz (13,279,571).
• · The ratification of KPMG LLP passed with 197,066,835 votes for, 8,738,990 against, and 123,354 abstentions.
• · The advisory vote on executive compensation received 169,861,694 votes for, 22,260,863 against, and 2,139,780 abstentions, with 11,666,842 broker non-votes.

19-05-2026

Ares Core Infrastructure Fund raised $715.5 million in a May 2026 monthly closing by issuing 28.8 million common shares across four classes at NAV. The fund's aggregate NAV stood at $3,445.8 million and portfolio fair value at $5,618.4 million as of April 30, 2026, with 9 equity investments totaling $4,669.9 million (76.88% common equity, 6.24% other equity) and 14.49% in first lien senior secured loans. Monthly gross distributions of $0.20830 per share were declared for May through September 2026, with net distributions varying by class after shareholder servicing fees, while the fund's common equity portfolio is concentrated in energy infrastructure (solar, wind, battery storage, natural gas pipelines). The offering continues on a continuous basis with total lifetime proceeds of $4.16 billion from 166.8 million shares issued.

• · Class I shares sold: 10,331,851 shares for $257.0M in May closing; Class D: 1,205,764 shares for $30.0M; Class N: 15,457,039 shares for $384.6M; Class S: 1,764,505 shares for $43.9M.
• · NAV per share for all classes as of April 30, 2026 was $24.8805.
• · Common equity investments include: (i) four portfolio companies with ~3.9 GW portfolio (74% solar, 17% wind, 9% battery storage) across PJM, MISO, ERCOT, WECC, SPP; (ii) ~40% stake in Central Penn Line (178-mile pipeline, 3,380 MMcf/d capacity, long-term triple net leases through 2042); (iii) 99% stake in seven aircraft engines on seven-year leases to a North American airline; (iv) ~32.4% stake in Rover pipeline (713-mile, 3.425 Bcf/d capacity).
• · Other equity: one portfolio company with 2.6 GW portfolio (53% solar, 25% wind, 22% co-located battery storage) across ERCOT, MISO, PJM, SPP.
• · Distributions: May 2026 declared gross $0.20830 for all classes; net distributions vary: Class I $0.20830, Class D $0.20302 ($0.00528 fee), Class N $0.19773 ($0.01057 fee), Class S $0.19034 ($0.01796 fee).
• · Future distributions declared for June-September 2026 at same gross $0.20830 per share; record dates month-end, payment dates approximately 23rd of following month.
• · No underwriting discounts or commissions paid on share sales; upfront sales load caps: Class D 2.0%, Class N 2.0%, Class S 3.5% of NAV.
• · Lifetime offering proceeds (excluding DRIP): $4,159.7M from 166,766,503 shares; Fund continues monthly sales.

19-05-2026

Universal Safety Products, Inc. issued 125,000 shares on March 11, 2026 and 185,575 shares on May 15, 2026 upon conversion of a convertible note, totaling $1,357,592.70 in principal and accrued interest. The note is fully converted and no longer outstanding. As of May 15, 2026, the company had 3,028,362 shares outstanding.

• · The convertible note was issued on September 25, 2025.
• · The shares were issued under Section 4(a)(2) exemption from registration.
• · The company's common stock trades on NYSE American under symbol UUU.

19-05-2026

Gulf Resources, Inc. filed an 8-K on May 19, 2026, disclosing that it remains unable to file its Quarterly Report on Form 10-Q for the period ended March 31, 2026, due to accounting adjustments required in response to SEC comments on its 2024 Annual Report. The company had previously reported the delay on May 14, 2026, and now states that interrelated financial figures across prior reports prevent finalization without unreasonable expense or effort. No financial results or specific monetary figures were provided in this filing.

• · The company first disclosed the filing delay in a Form 12b-25 on May 14, 2026.
• · The delay is specifically due to accounting adjustments required by SEC comments on the Annual Report on Form 10-K for the year ended December 31, 2024.
• · The company states it cannot finalize the Form 10-Q without unreasonable expense or effort because financial figures are interrelated with prior reports.
• · The company will make its best efforts to file the Form 10-Q as soon as practicable.
• · The filing was signed by Min Li, Chief Financial Officer, on May 19, 2026.

19-05-2026

Helen of Troy Limited approved an amended and restated Annual Incentive Plan on May 13, 2026, making administrative and technical updates including removal of references to Section 162(m), alignment with the 2025 Stock Incentive Plan, and clarification of delegation authority. The plan aims to provide bonus incentives tied to company performance.

• · The Plan removes references to Section 162(m) of the Internal Revenue Code due to changes in law.
• · The Plan aligns administrative provisions with the Company's 2025 Stock Incentive Plan, approved by stockholders at the 2025 Annual General Meeting.
• · The Plan clarifies that the Board or Compensation Committee may delegate authority to officers to set annual incentive opportunities for non-Named Executive Officers.

19-05-2026

Farmers & Merchants Bancshares, Inc. (FMFG) announced a cash dividend of $0.36 per share on its common stock, declared by the Board on May 18, 2026. The dividend will be paid on June 18, 2026 to stockholders of record as of June 2, 2026. No prior-period dividend data is provided, so no period-over-period comparison is possible.

• · Dividend record date: June 2, 2026
• · Dividend payment date: June 18, 2026
• · Press release dated May 19, 2026 filed as Exhibit 99.1

19-05-2026

HF Sinclair Corporation (DINO) entered into a Stock Purchase Agreement on May 18, 2026 to repurchase 1,455,180 shares of its common stock from REH Advisors Inc. at $68.72 per share for an aggregate purchase price of $100 million, funded with cash on hand. This is the twenty-first such privately negotiated transaction with REH and brings total repurchases under the company's $1 billion share repurchase program to $717 million. The transaction is expected to close on or around May 21, 2026, but the program may be discontinued at any time by the Board.

• · The repurchase price per share is $68.72, representing a premium/discount to market price (not specified).
• · The shares repurchased will be held as treasury stock.
• · The repurchase is the twenty-first privately negotiated transaction between the company and REH Advisors Inc.
• · The program may be discontinued at any time by the Board of Directors.
• · Future repurchases depend on market conditions, corporate, tax, regulatory and other considerations.

19-05-2026

Trustmark Corporation announced the retirement of Wayne A. Stevens, President - Retail Banking of its subsidiary Trustmark Bank, effective July 3, 2026. The Human Resources Committee approved accelerated vesting of his unvested time-based restricted stock units, but no severance or other compensatory payments will be made beyond ordinary course wages. Mr. Stevens served the company for 40 years, since 1986, and as an Executive Officer since 2009.

• · The retirement is effective July 3, 2026.
• · Accelerated vesting of unvested time-based restricted stock units was approved by the Human Resources Committee.
• · No severance or other compensatory payments beyond ordinary course wages and benefits.
• · Mr. Stevens began his tenure in 1986 and became an Executive Officer in 2009.

19-05-2026

WSFS Financial Corporation held its 2026 Annual Meeting on May 14, 2026, where stockholders elected three directors for three-year terms, approved advisory say-on-pay compensation, and ratified KPMG LLP as independent auditor for fiscal 2026. All proposals passed with strong support, though director David G. Turner received a notable 10.8% withheld vote (4,936,621 votes), indicating some shareholder dissent.

• · David G. Turner received 4,936,621 withheld votes (10.8% of votes cast excluding broker non-votes), the highest dissent among the three director candidates.
• · Advisory say-on-pay passed with 45,154,752 for votes and only 487,208 against, indicating strong shareholder support for executive compensation.
• · Ratification of KPMG LLP as auditor passed with 47,050,616 for votes and 1,471,016 against, a 96.9% approval rate.
• · Broker non-votes were 2,841,555 for all director elections and 2,841,562 for the say-on-pay proposal, reflecting shares not voted by brokers on non-routine matters.

19-05-2026

Warburg Pincus Access Fund, L.P. filed an amendment (Form 10-Q/A) to its Q1 2026 quarterly report solely to correct an inadvertent hyperlink error by a service provider. The amendment does not change any previously reported financial results or reflect any new events, and includes updated certifications from the Principal Executive Officer and Principal Financial Officer.

• · The amendment was filed on May 19, 2026, four days after the original Form 10-Q filed on May 15, 2026.
• · New certifications under Rule 13a-14(a) are filed as exhibits, but paragraphs 3, 4, and 5 are omitted since no financial statements are amended.
• · No Section 906 certifications are included because the amendment does not contain financial statements.
• · Exhibit 10.1 (Form of Restricted Unit Award Agreement) is filed for the first time with this amendment.

19-05-2026

XAI Madison Equity Premium Income Fund (MCN) announced that its Board of Trustees, including independent trustees, has unanimously approved the addition of PineBridge Investments, LLC as a second sub-adviser, subject to shareholder approval. If approved, PineBridge will manage a new preferred equity strategy (targeting 20-30% of managed assets), while Madison Asset Management will continue to manage the existing covered call equity strategy (70-80% of assets). The fund's name will change to "XAI Equity Premium Income Fund," and a special shareholder meeting is scheduled for on or about July 30, 2026. The fund's investment objective and management fee (0.80% of average daily managed assets) remain unchanged.

• · The Board of Trustees, including independent trustees, unanimously approved the PineBridge sub-advisory agreement.
• · PineBridge became part of MetLife Investment Management in December 2025.
• · The combined MetLife Investment Management business had $741.7 billion in total AUM as of December 31, 2025.
• · The fund's investment objective remains unchanged: high level of current income and gains, with secondary objective of capital appreciation.
• · The fund's name will change from 'XAI Madison Equity Premium Income Fund' to 'XAI Equity Premium Income Fund'.
• · The special meeting of shareholders is expected on or about July 30, 2026.
• · The proxy statement will be available free of charge at www.sec.gov when filed.
• · Current portfolio managers will continue to manage the covered call equities strategy.
• · The fund's management fee remains 0.80% of average daily managed assets.
• · No financial results or period-over-period comparisons were provided in this filing.

19-05-2026

Federal Home Loan Bank of Dallas filed an 8-K disclosing the issuance of consolidated obligation bonds totaling $920 million across multiple trade dates in May 2026. The bonds include both fixed-rate callable bonds and a $500 million variable-rate floater tied to Overnight SOFR plus one basis point, with maturities ranging from 2026 to 2036. These obligations are joint and several with the other 11 FHLBanks and are not guaranteed by the U.S. government.

• · The $500 million variable-rate floater is tied to Overnight SOFR plus one basis point and matures on 8/21/2026.
• · All bonds are callable except the $500 million floater, which is non-callable.
• · The longest maturity is 10 years (5/21/2036) for two bonds totaling $25 million.
• · The largest single issuance is the $500 million floater, representing over 54% of total par amount.
• · Consolidated obligations are not guaranteed by the U.S. government and are backed only by the financial resources of the 11 FHLBanks.

19-05-2026

XAI Octagon Floating Rate & Alternative Income Trust (XFLT) announced that its Board of Trustees has unanimously approved, subject to shareholder approval, the appointment of Rockford Tower Asset Management (an affiliate of King Street Capital Management) as the new investment sub-adviser, replacing Octagon Credit Investors. The change, effective around July 30, 2026, will not alter the investment objective, principal policies, advisory fee (1.70% of average daily Managed Assets), or the current adviser XA Investments. The Trust will also change its name to XAI Floating Rate & Alternative Income Trust. No financial performance data or period comparisons were provided in this filing.

• · King Street was founded in 1995 and manages more than $30 billion in assets.
• · King Street has over $12 billion in assets under management across 19 U.S. CLOs and 9 European CLOs.
• · The firm has 270 employees and 99 investment professionals.
• · The Trust does not pay any form of incentive fees.
• · The special meeting of shareholders is scheduled on or about July 30, 2026.
• · Octagon Credit Investors will resign as sub-adviser effective on or about July 30, 2026.
• · The Trust's name will change to XAI Floating Rate & Alternative Income Trust.
• · No changes to the investment objective or principal investment policies are expected.

19-05-2026

Bank First Corporation (BFC) announced a definitive agreement to merge with PSB Holdings, Inc. in an all-stock transaction valued at an exchange ratio of 0.3470 BFC shares per PSB share, with a potential downward adjustment if PSB's tangible book value is below $122.837 million. The merger is expected to close in Q4 2026, subject to shareholder and regulatory approvals. PSB directors and executive officers have entered into voting agreements in favor of the merger, and a side letter delays the closing to December 4, 2026, with a possible $1.00 per share special dividend for PSB shareholders if conditions are not met.

• · The merger consideration is subject to downward adjustment if PSB's tangible book value is less than $122,837,000 at closing.
• · PSB must pay a termination fee of $8,117,163 to BFC under certain circumstances, including if PSB accepts a superior proposal.
• · BFC will expand its board by one seat to appoint a PSB board member after closing.
• · The Side Letter Agreement delays closing to December 4, 2026, and allows PSB to pay a $1.00 per share special dividend if closing is delayed beyond that date due to conditions beyond PSB's fault.
• · The Merger Agreement includes customary representations, warranties, and covenants, and may be terminated if BFC's stock price declines more than 15% with a 15% greater decline than the NASDAQ Bank Index.

19-05-2026

Precision Aerospace & Defense Group (PAD) and FACT II Acquisition Corp. filed an amended S-4 registration statement on May 19, 2026, for their proposed business combination originally announced December 1, 2025. PAD reports increased backlog, new customers, and growing demand in aerospace/defense end markets, including non-destructive testing for space programs and engineering & sustainment work with GE Aerospace, Boeing, and ProEnergy. The transaction remains subject to FACT shareholder approvals and other closing conditions.

• · PAD was founded in 2016 and is headquartered in Overland Park, Kansas.
• · FACT II Acquisition Corp. was formed in 2024 and raised $175M in its November 2024 IPO.
• · The combined company will be named Precision Aerospace & Defense Group, Inc. and will trade on the NYSE.
• · PAD operates multiple AS9100-certified and ITAR-registered U.S. facilities.
• · PAD's end markets include military aerospace, commercial aviation, space launch/satellite infrastructure, and other defense platforms.
• · FACT's units, Class A ordinary shares, and warrants are listed on Nasdaq under symbols FACTU, FACT, and FACTW.

19-05-2026

Functional Brands Inc. (MEHA) announced a letter of intent to acquire certain assets and intellectual property of BullionFX Ltd, including its Alchemy platform, for approximately $142.9 million in an all-stock transaction. The acquisition aims to expand into blockchain-enabled financial infrastructure backed by physical gold reserves. However, the transaction is subject to due diligence, regulatory approvals, and stockholder approval, with significant risks including regulatory uncertainty and dilution.

• · The letter of intent is non-binding and subject to due diligence and negotiation of a definitive agreement.
• · The transaction is expected to require stockholder approval and regulatory approvals.
• · The company is an emerging growth company and has elected not to use the extended transition period for complying with new accounting standards.
• · The filing is a DEFA14A (additional proxy soliciting material) and includes a letter to shareholders.