S&P 500 Consumer Discretionary Sector SEC Filings — May 21, 2026

21-05-2026

TruBridge, Inc. has filed a preliminary proxy statement (PREM14A) for a special meeting to approve its acquisition by IKS at $26.25 per share in cash, representing an 87.5% premium over the unaffected $14.00 closing price on March 30, 2026. The Board unanimously recommends voting 'FOR' the merger and the related executive compensation proposal. However, the merger is taxable to U.S. stockholders, and failure to vote will have the same effect as a vote 'AGAINST' the merger proposal.

• · The special meeting will be held virtually on [●], [●], 2026 at www.virtualshareholdermeeting.com/TBRG2026SM.
• · Stockholders can vote by Internet (www.proxyvote.com), telephone, mail, or virtually at the meeting.
• · Internet and telephone voting closes at 11:59 p.m. Central Time on [●], 2026; mailed proxy cards must be received by [●], 2026.
• · Broker non-votes will have the same effect as a vote 'AGAINST' the merger proposal but no effect on the advisory compensation proposal.
• · The merger is taxable for U.S. federal income tax purposes; stockholders should consult their tax advisors.
• · The Board also approved Support Agreements related to the transaction.

21-05-2026

Pasqal announced research demonstrating that logical qubits outperform physical qubits on solving differential equations, an industry first for neutral-atom quantum computing. The company is pursuing a business combination with Bleichroeder Acquisition Corp. II (Nasdaq: BBCQ) to go public. While the results show a >50% average improvement (up to 10x on certain problems), the technology remains early-stage with no current commercialization timeline.

• · The research paper has 40 authors from Pasqal and Université Paris-Saclay / Institut d’Optique and is available on arXiv (abs/2605.21276).
• · Two world firsts: (1) first experimental use of quantum kernels to solve differential equations; (2) first benchmark of logical vs. physical qubits on a quantum machine learning application.
• · Median residual was 0.042 for logical qubits vs. 0.069 for physical qubits (averaged across 1,000 equations). On a nonlinear equation, error was 0.011 vs. 0.122.
• · Near-term priorities include improving gate performance, increasing number of logical qubits, and advancing error detection/correction.
• · Pasqal was founded in 2019 and is headquartered in France.

21-05-2026

Walmart reported strong Q1 FY27 results with revenue of $177.8B, up 7.3% (5.9% cc), and operating income growth of 5.0% (5.1% adjusted cc). eCommerce sales surged 26% globally and the advertising business grew 37%. However, free cash flow turned sharply negative at -$1.9B (down $2.4B from the prior year), and operating cash flow decreased $0.7B to $4.7B. GAAP EPS was $0.67 and adjusted EPS was $0.66. The company issued Q2 guidance (net sales +4-5% cc, adjusted op income +7-10% cc, adj. EPS $0.72-$0.74) and reiterated its full-year FY27 outlook unchanged.

• · Gross profit rate improved 6 bps, led by Walmart U.S.
• · Operating income negatively affected by 250 bps from higher fuel costs in distribution and fulfillment
• · ROA at 8.4%; ROI at 14.9%, negatively affected ~45 bps from discrete items
• · Walmart U.S. eCommerce contribution to comp sales ~530 bps, up from ~350 bps in prior year
• · Sam's Club eCommerce contribution to comp ~400 bps, up from ~350 bps in prior year
• · Walmart U.S. operating expense deleveraged 56 bps, reflecting higher depreciation and healthcare costs
• · Walmart International currency fluctuation positively affected sales by $2.3B and operating income by $0.2B
• · Sam's Club membership fee revenue grew 5.6% with steady growth in member counts, renewal rates, and Plus members
• · Walmart U.S. inventory increased 8.0% due to timing of receipts and inventory tied to accelerated unit volume in grocery
• · Sam's Club inventory increased 14.9%, primarily related to higher fuel costs/volumes including fuel upstreaming with a strategic partner
• · Company raised $4.25B in long-term debt for general corporate purposes at favorable rates

21-05-2026

Starfighters Space, Inc. (FJET) reported Q1 2026 results with $Nil revenue and a 61% increase in net loss to $4.27M. While operating expenses rose 116% to $4.05M driven by post-listing costs, the company saw a 72% reduction in other expenses and reported improved basic loss per share of $0.10 vs $0.13. Cash and restricted cash fell to $2.14M from $4.01M at year-end, and the company expanded restricted cash holdings while completing key STARLAUNCH 1 wind tunnel testing.

• · The company filed its first quarterly report following its NYSE American listing in December 2025 under symbol FJET.
• · The 10-Q includes disclosures regarding liquidity, going concern, litigation, bank restrictions, related-party matters, and remediation of material weaknesses.
• · Wind tunnel testing of STARLAUNCH 1 evaluated separation behavior at Mach 0.85 and Mach 1.3 with no adverse aerodynamic interactions observed across ten test runs.
• · Rick Svetkoff resigned as CEO, President and Chairman on February 22, 2026, and Tim Franta was appointed CEO. Jose Arias was appointed VP, Space Operations effective May 11, 2026.
• · Starfighters had interest income of $0.15M in Q1 2026 vs $0.04M in Q1 2025, and incurred no interest expense in Q1 2026.
• · Short-term investments - restricted of $0.71M were newly reported as of March 31, 2026 (zero at year-end 2025).

21-05-2026

Medallion Financial Corp. filed a definitive proxy statement for its 2026 Annual Meeting, urging shareholders to read all relevant documents. The company highlights a successful transformation from taxi medallion lending to consumer finance, with record earnings, loan growth, and shareholder returns. However, it faces a proxy fight from debt holder ZimCal, which the board claims lacks understanding of the business.

• · Net income during the last 5 years exceeds the combined net income for first 25 years as a public company.
• · Independent analysts have a BUY rating on Medallion stock.
• · Latest $75M capital raise was rated A- by Egan-Jones (investment grade).
• · Board has added three independent directors in the last 6 years and five in the last nine years.
• · ZimCal is a debt holder vowing to wage proxy fights if not granted board seats or a profitable resolution to his debt position.
• · ZimCal's nominees do not possess skills additive to the board according to the company.

21-05-2026

JDM Financial Group LLC filed its 13F-HR for the quarter ended March 31, 2026, reporting total holdings of approximately $259.35 million across 318 positions. The portfolio is heavily weighted toward ETFs, with top holdings including the Schwab U.S. Large-Cap ETF ($7,759 shares), Vanguard S&P 500 ETF ($300,823 shares), and iShares 0-3 Month Treasury Bond ETF ($283,950 shares), indicating a diversified, income-oriented strategy. However, the filing shows no period-over-period comparisons, so performance trends cannot be assessed.

• · The portfolio includes 318 positions with a total market value of $259,352,536 as of March 31, 2026.
• · Top holdings by share count include Schwab U.S. Large-Cap ETF (7,759 shares), Vanguard S&P 500 ETF (300,823 shares), iShares 0-3 Month Treasury Bond ETF (283,950 shares), and Vanguard Small-Cap ETF (94,414 shares).
• · The filing does not provide prior period data, so no quarter-over-quarter or year-over-year comparisons are available.
• · The portfolio contains a mix of U.S. and international equities, fixed-income ETFs, sector SPDRs, and alternative investments such as iShares Bitcoin Trust and Grayscale Bitcoin Mini Trust.
• · Notable individual stock holdings include Amazon.com (2,608 shares), Microsoft (635 shares), NVIDIA (8,425 shares), and Meta Platforms (241 shares).

21-05-2026

Fourteen Puerto Rico closed-end funds announced a strategic review to pursue mergers with open-end funds to provide better liquidity and operational efficiencies. The boards are evaluating mergers that would allow daily redemptions at NAV, subject to shareholder approval and regulatory filings. If mergers are not approved, the boards will explore other alternatives to enhance liquidity.

• · The funds are unlisted closed-end funds registered under the Investment Company Act of 1940.
• · A merger would require shareholder approval and a registration statement on Form N-14.
• · If a merger is not approved, the board will examine other strategic alternatives to provide liquidity at or close to NAV.
• · The announcement was made on May 20, 2026, from San Juan, Puerto Rico.

21-05-2026

Multiple Puerto Rico closed-end funds announced a strategic review to pursue mergers with open-end funds to provide better liquidity and operational efficiencies for shareholders. The Boards are evaluating mergers that would allow daily redemptions at NAV, though any merger requires final Board approval, regulatory clearances, and shareholder approval. If shareholder approval is not obtained, the Boards will examine other strategic alternatives to enhance liquidity.

• · The announcement is made under Rule 425 and involves 14 separate closed-end funds.
• · The funds are registered under the Investment Company Act of 1940 and are unlisted closed-end funds.
• · If a merger proceeds, the surviving open-end fund will file a registration statement on Form N-14 with the SEC.
• · Shareholder approval is required for any merger to proceed.
• · If shareholder approval is not obtained, the Board will examine other strategic alternatives to provide liquidity at or as close as possible to NAV.
• · The announcement includes forward-looking statements regarding risks such as market declines, economic downturns, and regulatory changes.

21-05-2026

Multiple Puerto Rico closed-end funds are evaluating a strategic shift to an open-end fund structure via mergers, aiming to provide shareholders daily liquidity at NAV. The Board of each fund is conducting a thorough analysis of such mergers, which would require shareholder approval and SEC filings. However, the outcome remains uncertain—if shareholder approval is not obtained, the Board will explore other strategic alternatives to enhance liquidity.

• · The announement was made on May 20, 2026, from San Juan, Puerto Rico.
• · Each Fund is a Puerto Rico unlisted closed-end fund registered under the Investment Company Act of 1940.
• · The evaluation is being conducted by the Board of Directors of each Fund.
• · A merger would require a final analysis by the Board covering portfolio composition, liquidity, regulatory requirements, tax implications, regulatory approvals, and long-term viability of the surviving open-end fund.
• · If a merger is approved, the surviving open-end fund would file an SEC registration statement on Form N-14 including a proxy statement/prospectus.
• · If shareholder approval is not obtained, the Board intends to examine other strategic alternatives to provide enhanced liquidity at or as close to NAV as possible.
• · Contact information: Patricia Duque, telephone (787) 522-6776.

21-05-2026

Tax Free Fund II for Puerto Rico Residents, Inc. and 13 other Puerto Rico closed-end funds announced a strategic review to pursue mergers with open-end funds to provide better liquidity, value, and operational efficiencies. The Boards are evaluating mergers, which would require shareholder approval and regulatory filings. If mergers are not approved, the Boards will consider other alternatives to enhance liquidity.

• · The Funds are Puerto Rico unlisted closed-end funds registered under the Investment Company Act of 1940.
• · A merger with an open-end fund would allow shareholders to redeem shares at NAV daily.
• · The merger process requires Board approval, shareholder approval, and SEC registration.
• · If shareholder approval is not obtained, the Board will examine other strategic alternatives.
• · Contact: Patricia Duque at (787) 522-6776.

21-05-2026

Tax-Free Fixed Income Fund V for Puerto Rico Residents, Inc. and 13 other Puerto Rico closed-end funds announced a strategic review to pursue mergers with open-end funds to provide daily liquidity and operational efficiencies. The Boards are evaluating mergers subject to final analysis, regulatory approvals, and shareholder votes; if shareholder approval is not obtained, the Boards will examine other strategic alternatives to enhance liquidity at or near net asset value.

• · The announcement was made on May 20, 2026, from San Juan, Puerto Rico.
• · Each Fund is a Puerto Rico unlisted closed-end fund registered under the Investment Company Act of 1940.
• · The merger would require shareholder approval; if not obtained, the Board will examine other strategic alternatives to provide enhanced liquidity at or as close as possible to net asset value.
• · The surviving open-end fund would file a registration statement on Form N-14 with the SEC, including a proxy statement/prospectus.
• · Investors can obtain free copies of relevant documents on the SEC's website at www.sec.gov.

21-05-2026

Tax-Free Fixed Income Fund III for Puerto Rico Residents, Inc., along with 13 other Puerto Rico closed-end funds, announced a strategic review to pursue a merger with an open-end fund, seeking to provide better liquidity, value, and operational efficiencies for shareholders. This structural change would allow daily redemptions at net asset value, a significant improvement over the current closed-end structure. However, the merger is subject to Board approval, regulatory requirements, tax implications, and shareholder approval; if approval is not obtained, the Board will explore other alternatives. The announcement is forward-looking and carries risks including market declines, regulatory changes, and inability to implement the strategy.

• · The merger would require a surviving open-end fund to file a registration statement on Form N-14 with the SEC, including a proxy statement/prospectus.
• · If shareholder approval for a merger is not obtained, the Board intends to examine other strategic alternatives to provide enhanced liquidity at or close to net asset value.
• · The Funds are unlisted closed-end funds registered under the Investment Company Act of 1940.
• · Forward-looking statements caution that risks include market declines, economic downturns, competition, regulatory changes, and inability to retain key employees or implement the investment strategy.

21-05-2026

The Funds, a group of 14 Puerto Rico unlisted closed-end funds, announced a strategic review to pursue mergers with open-end funds to provide daily liquidity and operational efficiencies for shareholders. The Board of each Fund is evaluating the mergers, which would require shareholder approval, regulatory clearance, and final Board analysis. If shareholder approval is not obtained for a merger, the respective Board will examine other alternatives to enhance liquidity at or close to net asset value.

• · The merger evaluation is in an early stage — no registration statement has been filed yet; a surviving open-end fund would file Form N-14 subsequently.
• · If a merger is approved, shareholders of each target closed-end Fund would receive shares of the surviving open-end fund.
• · The announcement covers 14 separate Funds, each with its own Board conducting the evaluation.
• · The Funds currently have no direct path to liquidity for shareholders at NAV due to the closed-end structure.
• · Contact person: Patricia Duque at (787) 522-6776 for further information.

21-05-2026

The Tax-Free Fixed Income Fund for Puerto Rico Residents, Inc. and 13 other Puerto Rico closed-end funds announced a strategic review to pursue a merger with an open-end fund structure, aiming to provide daily liquidity at net asset value for shareholders. The boards are evaluating regulatory, tax, and portfolio implications, and any merger would require shareholder approval. If shareholder approval is not obtained, the boards will explore other strategic alternatives to enhance liquidity.

• · The funds are unlisted closed-end funds registered under the Investment Company Act of 1940.
• · A merger with an open-end fund would require final board analysis, regulatory approvals, and shareholder approval.
• · If a merger is not approved, the board intends to examine other strategic alternatives to provide enhanced liquidity at or close to net asset value.
• · The surviving open-end fund would file a registration statement on Form N-14 with the SEC, including a proxy statement/prospectus.
• · Investors can obtain free copies of related documents on the SEC's website at www.sec.gov.

21-05-2026

Puerto Rico Residents Tax-Free Fund III, Inc. and 13 other Puerto Rico closed-end funds announced a strategic review to pursue mergers with open-end funds to provide better liquidity, value, and operational efficiencies for shareholders. The Boards are evaluating mergers that would allow daily redemptions at net asset value, but any merger requires final Board analysis, regulatory approvals, and shareholder approval. If shareholder approval is not obtained, the Boards will examine other strategic alternatives to enhance liquidity.

• · The funds are unlisted closed-end funds registered under the Investment Company Act of 1940.
• · A merger would require the surviving open-end fund to file a registration statement on Form N-14 with the SEC, including a proxy statement/prospectus.
• · Shareholder approval is required for any merger to proceed.
• · If a merger is not approved, the Board will examine other strategic alternatives to provide liquidity at or close to net asset value.
• · The announcement was made on May 20, 2026, from San Juan, Puerto Rico.

21-05-2026

A group of 14 Puerto Rico closed-end funds announced a strategic review to pursue mergers with open-end funds to provide better liquidity and operational efficiencies for shareholders. The boards are evaluating this alternative, which would allow daily redemptions at NAV, but any merger requires shareholder approval and regulatory filings. If shareholder approval is not obtained, the boards will explore other strategic alternatives to enhance liquidity.

• · The funds are registered under the Investment Company Act of 1940 as Puerto Rico unlisted closed-end funds.
• · A merger would require shareholder approval, regulatory approvals, and a registration statement on Form N-14.
• · If shareholder approval is not obtained, the boards will examine other strategic alternatives to provide liquidity at or close to NAV.
• · The announcement was made on May 20, 2026, from San Juan, Puerto Rico.

21-05-2026

Fifteen Puerto Rico closed-end funds announced a strategic review to pursue mergers with open-end funds to provide better liquidity, value, and operational efficiencies for shareholders. The Boards are evaluating mergers that would allow daily redemptions at net asset value, but any merger is subject to final Board analysis, regulatory approvals, and shareholder approval. If shareholder approval is not obtained, the Boards will examine other strategic alternatives to enhance liquidity.

• · The announcement was made on May 20, 2026, from San Juan, Puerto Rico.
• · Each Fund is a Puerto Rico unlisted closed-end fund registered under the Investment Company Act of 1940.
• · The surviving open-end fund would file a registration statement on Form N-14 with the SEC, including a proxy statement/prospectus.
• · Investors can obtain free copies of relevant documents on the SEC's website at www.sec.gov.
• · The statement is not an offer to buy or sell any securities or a solicitation of any vote or approval.

21-05-2026

The Board of Directors of 14 Puerto Rico closed-end funds, including Puerto Rico Residents Tax-Free Fund V, Inc., is evaluating a merger with an open-end fund to provide shareholders with daily liquidity at net asset value (NAV). Any merger would require shareholder approval, regulatory filings, and Board finalization; if a merger is not approved, the Board will examine other alternatives to enhance liquidity. The funds are currently pursuing this alternative to address the existing closed-end structure's lack of a direct redemption path.

• · The Board is conducting a thorough evaluation of a merger with an open-end fund, which would provide a direct path to liquidity via daily redemptions at NAV, unlike the current closed-end structure.
• · If a Fund cannot obtain required shareholder approval for a merger, its Board intends to examine other strategic alternatives to provide enhanced liquidity at or as close to NAV as possible.
• · The surviving open-end fund would file a registration statement on Form N-14 (including a proxy statement/prospectus) with the SEC; no securities offering will be made except by means of a prospectus meeting Section 10 of the Securities Act of 1933.
• · Investors are urged to read the joint proxy statement/prospectus and other documents when available, free of charge on the SEC’s website at www.sec.gov.

21-05-2026

Multiple Puerto Rico closed-end funds announced a strategic review to pursue mergers with open-end funds to provide better liquidity and shareholder value. The Boards are evaluating mergers that would allow daily redemptions at net asset value, subject to final analysis, regulatory approvals, and shareholder votes. If shareholder approval is not obtained, the Boards will examine other alternatives to enhance liquidity.

• · The announcement is preliminary; no definitive merger agreements have been reached.
• · Any merger would require shareholder approval and SEC registration on Form N-14.
• · If a merger is not approved, the Board will explore other strategic alternatives to provide liquidity at or near net asset value.
• · The funds are unlisted closed-end funds registered under the Investment Company Act of 1940.
• · The surviving open-end fund would issue shares to closed-end fund shareholders upon merger approval.

21-05-2026

DALRADA TECHNOLOGY GROUP (DHTI) reported a net loss of $4.3M for the quarter ended March 31, 2026, roughly flat vs. a $4.2M loss in the same quarter last year, while total revenue declined 44% YoY to $2.6M. For the nine-month period, revenue fell 28% YoY to $9.9M, and the net loss improved 17% to $14.8M. The company continues to operate with negative stockholders' equity of -$20.9M and total current liabilities of $29.9M far exceed current assets of $8.0M, signaling acute liquidity risk.

• · Cash and cash equivalents fell 52% from $172.8K at June 30, 2025 to $82.6K at March 31, 2026.
• · Total liabilities increased 54% from $25.0M to $38.5M, driven by a surge in accounts payable and accrued liabilities – related parties (from $3.4M to $10.5M) and notes payable, current portion (from $3.9M to $9.1M).
• · Stockholders' deficit worsened from -$6.7M to -$20.8M, more than tripling.
• · Net cash used in operating activities for the nine months was $6.1M, roughly flat compared to $6.1M in the prior year period.
• · Interest expense for the nine months increased 9.8% to $2.6M from $2.4M, while interest income dropped 91.2% to $5.1K.
• · The company issued 14,206 shares of Series I preferred stock during Q1 FY2026 upon conversion of related party notes.
• · Approximately $11.9M of preferred stock to be issued was reclassified to additional paid-in capital during the second quarter.
• · Loss per share improved from -$0.19 to -$0.14 (basic and diluted) for the nine-month period.

21-05-2026

Puerto Rico Residents Tax-Free Fund II, Inc. and 14 other Puerto Rico closed-end funds announced a strategic review to pursue mergers with open-end funds to provide better liquidity, value, and operational efficiencies for shareholders. The Boards are evaluating mergers that would allow daily redemptions at NAV, subject to final analysis, regulatory approvals, and shareholder votes. If shareholder approval is not obtained, the Boards will examine other strategic alternatives to enhance liquidity.

• · The announcement was made on May 20, 2026, from San Juan, Puerto Rico.
• · Each Fund is a Puerto Rico unlisted closed-end fund registered under the Investment Company Act of 1940.
• · A merger would require final Board analysis including portfolio composition, liquidity, regulatory requirements, tax implications, and long-term viability of the surviving open-end fund.
• · After Board approval, the surviving open-end fund would file a registration statement on Form N-14 with the SEC, which would include a proxy statement for shareholder vote.
• · If a merger is not approved, the Board intends to examine other strategic alternatives to provide liquidity at or as close as possible to NAV.
• · No specific timeline or financial terms were disclosed.

21-05-2026

Puerto Rico Residents Bond Fund I and 14 other Puerto Rico closed-end funds announced a strategic review to pursue mergers with open-end funds to provide better liquidity, value, and operational efficiencies for shareholders. The Boards are evaluating mergers that would allow daily redemptions at net asset value, subject to final analysis, regulatory approvals, and shareholder votes. If shareholder approval is not obtained, the Boards will examine other strategic alternatives to enhance liquidity.

• · The announcement was made on May 20, 2026, from San Juan, Puerto Rico.
• · Each Fund is a Puerto Rico unlisted closed-end fund registered under the Investment Company Act of 1940.
• · The merger would require shareholder approval and a registration statement (Form N-14) to be filed with the SEC.
• · If a merger is not approved, the Board intends to examine other strategic alternatives to provide liquidity at or as close as possible to net asset value.
• · Contact for further information: Patricia Duque, telephone (787) 522-6776.

21-05-2026

e.l.f. Beauty, Inc. reported a strong 24.6% YoY net sales increase to $1,636.5M for fiscal year 2026, with solid cash flow from operations of $212.5M. However, net income declined sharply by 76.5% to $26.3M due to a $57.6M non-cash charge from the change in fair value of contingent consideration, significant SG&A expense growth, and higher interest expense, resulting in a net profit margin compression from 9% to 2%.

• · Gross profit margin remained stable at 71% for all three fiscal years (2024-2026).
• · Interest expense more than doubled to $35.3M in fiscal 2026 from $13.8M in fiscal 2025.
• · Total assets nearly doubled to $2.39B from $1.25B, driven by goodwill ($853.5M) and intangible assets ($553.1M) from acquisitions.
• · Long-term debt increased to $809.3M from $256.7M, reflecting acquisition financing.
• · Total stockholders' equity rose to $1.13B from $760.9M, while accumulated deficit improved to $(155.9M) from $(182.2M).
• · Cash and cash equivalents increased to $289.7M from $148.7M.
• · Basic weighted average shares outstanding increased to 58.3M from 56.2M (3.7% dilution).
• · A $57.6M non-cash charge was recorded due to change in fair value of contingent consideration; this was not present in prior periods.

21-05-2026

Ford Motor Company entered into a Loan Arrangement and Reimbursement Agreement with the U.S. Department of Energy (DOE) on May 20, 2026, under the Advanced Technology Vehicles Manufacturing (ATVM) Program. The agreement relates to the restructuring of the BlueOval SK joint venture, whereby Ford will acquire two battery manufacturing facilities in Hardin County, Kentucky, and assume related debt, including the Original Note from BOSK. The filing does not disclose the loan amount or financial terms, but the transaction involves the assumption of existing indebtedness and the acquisition of facilities for advanced vehicle battery production.

• · The agreement was executed on May 20, 2026, and filed on May 21, 2026.
• · The transaction involves the restructuring of the BlueOval SK joint venture, with Ford exiting its 50% ownership and acquiring two Kentucky battery facilities.
• · Ford's subsidiary, Ford Energy Battery LLC, will acquire BOSK's leasehold interest in the Kentucky facilities and assume the Original Note.
• · The BOSK Loan Agreement was originally dated December 13, 2024, and amended on November 21, 2025.
• · The facilities are subject to existing mortgages (Existing KY Fee Mortgage and Existing KY Leasehold Mortgage) that secure the Note.
• · The agreement includes standard representations, warranties, and covenants, including a minimum liquidity covenant (Section 9.01).

21-05-2026

Skillsoft appointed Ron Kisling as CFO effective immediately, succeeding John Frederick who is retiring. Kisling brings over 40 years of finance experience, including CFO roles at Fastly and Fitbit. The company also announced the sale of its Global Knowledge business unit to Enduring Ventures, expected to close in Q2 fiscal 2026.

• · John Frederick will act as advisor through early September.
• · Frederick's retirement is not related to financial or operating results.
• · Global Knowledge sale is subject to customary closing conditions and regulatory approvals.

21-05-2026

Dream Finders Homes, Inc. (DFH) disclosed on May 21, 2026, that it has proposed to the board of Beazer Homes USA, Inc. to acquire all outstanding shares of Beazer in an all-cash transaction. The filing includes a press release and investor presentation furnished as exhibits. The proposal is subject to due diligence, regulatory approvals, and Beazer's cooperation; no definitive agreement has been reached, and the outcome remains uncertain.

• · The proposal is an all-cash transaction for all outstanding shares of Beazer Homes USA, Inc.
• · No definitive agreement has been executed; the proposal is subject to Beazer's board response and further negotiations.
• · The filing is furnished under Regulation FD (Item 7.01) and is not deemed filed for SEC liability purposes.
• · Forward-looking statements highlight risks including failure to obtain shareholder or regulatory approvals, financing challenges, and integration difficulties.

21-05-2026

Badger Meter, Inc. filed an 8-K on May 21, 2026, to disclose a presentation used during its Investor Day. The filing is a Regulation FD disclosure and does not contain any financial results or quantitative data.

• · The presentation (Exhibit 99.1) was used during the Investor Day on May 21, 2026.
• · The information is furnished under Item 7.01 and is not deemed filed for Section 18 purposes.

21-05-2026

Ross Stores reported robust first quarter fiscal 2026 results, with sales up 21% to $6.0B and comparable store sales surging 17%, significantly exceeding guidance. Earnings per share grew 37% to $2.02, well above the guided range of $1.60-$1.67. However, the company's second quarter guidance implies a deceleration in comparable store sales growth to 6%-7%, and the fiscal 2026 outlook was raised but still reflects a slowdown from Q1's pace.

• · First quarter operating margin of 13.4% was well above the Company's plan of 11.8% to 12.1%.
• · Customer traffic was the primary driver of the strong sales trend.
• · During Q1, 1.5 million shares were repurchased for $319 million under the two-year $2.55 billion authorization approved in March 2026.
• · The Company remains on track to buy back a total of $1.275 billion in common stock during fiscal 2026.
• · Fiscal 2026 same store sales growth guidance raised to 6% to 7% on top of a 5% gain in 2025.
• · Fiscal 2026 EPS guidance raised to $7.50 to $7.74, representing growth of 13% to 17% over fiscal 2025 EPS of $6.61.
• · Total store count increased to 2,282 from 2,205 a year ago.
• · Cash and cash equivalents at end of Q1 were $4.13 billion, up from $3.78 billion a year ago.
• · Net cash provided by operating activities was $836 million in Q1, up from $410 million in the prior year period.
• · The company paid down $500 million of long-term debt during Q1.

21-05-2026

California Water Service Group (CWT) held its Annual Meeting of Stockholders on May 20, 2026. All 11 director nominees were elected, the advisory vote on executive compensation was approved, and the appointment of Deloitte & Touche LLP as independent auditor for 2025 was ratified. Note that while the auditor ratification received broad support (over 98% of votes cast for), a significant minority of approximately 5.1% of votes cast were against the say-on-pay proposal, and certain directors (e.g., Thomas M. Krummel, M.D. and Martin A. Kropelnicki) received notably higher against votes than others.

• · Total shares outstanding voting context: broker non-votes of 4,633,226 on all director elections and on say-on-pay proposal, no broker non-votes on auditor ratification.
• · Director with highest vote total: Patricia K. Wagner (49,524,465 for, 96,420 against).
• · Director with highest against vote count: Thomas M. Krummel, M.D. (2,122,312 against, the highest against for any director).
• · Auditor ratification received 53,131,825 votes for, 1,077,647 against, and 132,238 abstentions, indicating strong shareholder support.
• · The say-on-pay proposal had 46,971,099 votes for, 2,539,067 against, and 198,318 abstentions.

21-05-2026

Comfort Systems USA held its 2026 Annual Meeting on May 18, 2026, with a quorum of 88.74%. All ten director nominees were elected, with support ranging from 89.22% to 99.71% of votes cast. Shareholders ratified Deloitte & Touche as auditor with 99.97% approval and approved executive compensation on an advisory basis with 96.41% support.

• · All director nominees received over 89% of votes cast, with Gaurav Kapoor receiving the highest support at 99.71%.
• · Cindy L. Wallis-Lage received the lowest support among nominees at 89.22%.
• · There were 1,788,538 broker non-votes for both the director election and the advisory compensation vote.
• · The ratification of Deloitte & Touche had only 10,699 votes against and 14,912 abstentions.

21-05-2026

Kingsway Corporation held its 2026 annual meeting on May 18, 2026, with 73.09% of outstanding shares represented. Stockholders approved all five proposals, including the election of seven directors, ratification of Plante & Moran as auditor, a corporate name change, an increase in shares under the 2020 Equity Incentive Plan, and a nonbinding advisory vote on executive compensation. However, two directors—Gregory P. Hannon and Joseph D. Stilwell—received significant withheld votes (23.7% and 22.6% of votes cast, respectively), indicating notable shareholder dissent.

• · Proposal 2 (ratification of auditor) passed with 21,121,851 votes for, 34,074 against, and 1,167 abstain.
• · Proposal 3 (corporate name change) passed with 21,100,143 votes for, 44,542 against, and 12,407 abstain.
• · Proposal 4 (equity plan amendment) passed with 13,079,270 votes for, 1,853,845 against, and 17,401 abstain, plus 6,206,576 broker non-votes.
• · Proposal 5 (advisory vote on executive compensation) passed with 13,053,997 votes for, 1,887,562 against, and 8,957 abstain, plus 6,206,576 broker non-votes.
• · The meeting was held on May 18, 2026, and the filing was made on May 21, 2026.

21-05-2026

The Hartford Insurance Group, Inc. held its annual meeting on May 20, 2026, where all 11 director nominees were elected, and the appointment of Deloitte & Touche LLP as independent auditor for FY2026 was ratified. However, the non-binding advisory vote on executive compensation received 15.7 million votes against (6.7% of votes cast), and a shareholder proposal to adopt written consent rights was rejected with 127.7 million votes against versus 105.2 million in favor.

• · Christopher Swift received the lowest support among director nominees with 213,453,226 votes for and 19,395,316 against (8.3% against).
• · The shareholder proposal on written consent rights failed with 127,689,893 votes against versus 105,248,533 in favor.
• · Auditor ratification passed with 230,370,188 votes for, but 22,034,059 voted against (8.7% opposition).
• · All director nominees were elected with votes for ranging from 213.5 million to 233.1 million.

21-05-2026

This joint proxy statement/prospectus relates to the proposed merger of Northfield Bancorp, Inc. (NFBK) into Columbia Financial, Inc. Northfield Bancorp stockholders will vote on the merger proposal, a non-binding advisory vote on merger-related compensation, and an adjournment proposal. The Northfield Bancorp board unanimously recommends voting FOR all proposals, and board members holding approximately 4.0% of outstanding shares have entered into support agreements to vote in favor of the merger.

• · The Northfield Bancorp Special Meeting will be held virtually on June 25, 2026 at 9:00 a.m. Eastern time.
• · Record date for the Northfield Bancorp Special Meeting is April 27, 2026.
• · Internet and telephone voting closes at 11:59 p.m. Eastern time on June 24, 2026.
• · Northfield Bank ESOP and 401(k) Plan voting instructions deadline is 11:59 p.m. Eastern time on June 18, 2026.
• · Approval of the Northfield Merger Proposal requires the affirmative vote of a majority of outstanding shares.
• · The Northfield Merger-Related Compensation Proposal and Adjournment Proposal require a majority of votes cast.
• · All three proposals are considered non-routine under NYSE rules, meaning brokers cannot vote uninstructed shares.
• · The Columbia Financial board unanimously recommends a vote FOR the say-on-pay proposal and a frequency of one year for say-on-pay votes.

21-05-2026

Voya Financial, Inc. held its Annual Meeting of Stockholders on May 21, 2026, where all twelve director nominees were elected, and stockholders approved, on an advisory basis, the compensation of named executive officers. Additionally, the appointment of Ernst & Young LLP as the independent auditor for fiscal year 2026 was ratified. All proposals received strong support, with no significant opposition or negative outcomes reported.

• · All director nominees received over 82 million votes 'For', with the lowest being Hikmet Ersek at 82,351,013 votes.
• · Advisory vote on executive compensation passed with 83,000,209 'For' votes against 1,056,471 'Against'.
• · Ratification of Ernst & Young LLP as auditor for fiscal 2026 received 84,780,259 'For' votes, the highest support among all proposals.
• · Broker non-votes totaled 3,466,146 for each director election and the advisory compensation vote, but were not applicable for the auditor ratification.

21-05-2026

Flowers Foods reported mixed Q1 FY2026 results for the sixteen weeks ended April 25, 2026. Net sales increased 1.1% YoY to $1.57B, but net income declined 20.6% to $42.1M, with diluted EPS falling from $0.25 to $0.20. Operating income decreased 6.3% to $79.8M, while cash from operations dropped 20.5% to $107.9M. The company continued share repurchases and increased dividends.

• · Total assets decreased slightly from $4.184B on Jan 3, 2026 to $4.181B on Apr 25, 2026.
• · Total stockholders' equity remained nearly flat at $1.302B vs $1.303B.
• · Restructuring charges increased to $1.652M from $0.573M in the prior year period.
• · Interest expense rose 25.4% YoY to $24.7M, driven by higher debt levels.
• · The company had no plant closure costs or asset impairments in the current period, compared to $7.4M in the prior year.
• · Goodwill decreased slightly from $1.0478B to $1.0471B.
• · Cash and cash equivalents declined from $12.1M to $11.5M.
• · The company repurchased 378,398 shares for $3.8M during the period.
• · Dividends paid increased to $54.4M from $52.3M in the prior year.

21-05-2026

Target Hospitality Corp. held its 2026 Annual Meeting on May 21, 2026, where all four management proposals were approved by stockholders. Directors were elected with overwhelming support (97.19% to 99.93% of votes cast), Ernst & Young LLP was ratified as independent auditor for FY2026 (99.95% approval), and the say-on-pay advisory vote passed with 85.45% support. However, the say-on-pay vote showed notable opposition (12,485,993 votes against, or 13.88% of votes cast excluding broker non-votes), indicating some shareholder dissent on executive compensation. The company also amended its 2019 Incentive Award Plan to increase authorized shares by 4,000,000 to a total of 17,000,000 shares, which passed with 93.12% support.

• · Say-on-pay received 85.45% approval, with 12,485,993 votes against and 594,877 abstentions, indicating notable shareholder dissent.
• · The Incentive Plan amendment increased authorized shares by 4,000,000 to a total of 17,000,000 shares, passing with 93.12% support.
• · All director nominees received over 97% of votes cast, with James B. Archer receiving the highest support at 99.93%.
• · Ernst & Young LLP was ratified as independent auditor for fiscal year ending December 31, 2026, with 99.95% approval.
• · Restricted stock units were awarded to non-employee directors on May 21, 2026, as disclosed under Item 8.01.

21-05-2026

Genworth Financial held its 2026 annual meeting on May 20, 2026, where shareholders elected all ten director nominees, approved executive compensation on an advisory basis, approved the 2026 Associate Stock Purchase Plan, and ratified KPMG LLP as the independent auditor for 2026. All proposals passed with strong support, though director G. Kent Conrad received the lowest 'for' votes (300.3M) among nominees, and the advisory vote on executive compensation had 10.7M votes against.

• · All ten director nominees were elected with 'for' votes ranging from 300.3M (Conrad) to 306.8M (Smith).
• · The advisory vote on executive compensation received 303.2M for, 10.7M against, and 1.1M abstentions.
• · The Associate Stock Purchase Plan was approved with 307.1M for, 6.8M against, and 1.1M abstentions.
• · KPMG LLP was ratified as auditor with 333.2M for, 7.2M against, and 5.6M abstentions; no broker non-votes on this proposal.
• · Broker non-votes totaled 30.9M for proposals 1-3.

21-05-2026

First Watch Restaurant Group held its 2026 Annual Meeting on May 20, 2026. Stockholders elected all three Class II director nominees, approved advisory executive compensation and an annual vote frequency, and ratified PricewaterhouseCoopers as auditor. Notably, director Irene Chang Britt received a significant number of withheld votes (16.8M), indicating some shareholder dissent.

• · Director Irene Chang Britt received 32,303,226 votes for and 16,803,210 withheld, representing about 34% withheld.
• · Advisory executive compensation passed with 31,155,497 for and 17,633,414 against (about 36% against).
• · Annual vote frequency for executive compensation was strongly supported with 46,337,934 votes for 1 year.
• · Ratification of auditor passed with 56,336,412 for and 2,303,109 against.

21-05-2026

Chemung Financial Corporation declared a cash dividend of $0.34 per share, payable July 1, 2026, to shareholders of record as of June 17, 2026. The dividend was announced via a press release on May 21, 2026. No prior period comparison or financial performance data was provided in this filing.

• · Dividend payable date: July 1, 2026
• · Record date: June 17, 2026
• · Common stock par value: $0.01 per share
• · Trading symbol: CHMG on Nasdaq

21-05-2026

Columbia Financial, Inc. filed a definitive proxy statement (DEFM14A) on May 21, 2026, for its annual meeting and a special meeting of Northfield Bancorp stockholders to approve their merger. The filing includes proposals for say-on-pay, say-on-pay frequency, and adjournment, with boards unanimously recommending 'FOR' votes. Northfield Bancorp stockholders will vote on the merger, merger-related compensation, and adjournment, with 41,763,852 shares outstanding as of the April 27, 2026 record date.

• · Northfield Bancorp special meeting will be held virtually on June 25, 2026 at 9:00 a.m. Eastern time.
• · Record date for Northfield Bancorp special meeting is April 27, 2026.
• · Board members of Northfield Bancorp entered into support agreements to vote in favor of the merger, representing approximately 4.0% of voting power.
• · Deadline for Northfield Bank ESOP and 401(k) Plan voting instructions is June 18, 2026 at 11:59 p.m. Eastern time.
• · All three Northfield Bancorp proposals (merger, merger-related compensation, adjournment) are considered non-routine under NYSE rules.

21-05-2026

Braemar Hotels & Resorts Inc. announced on May 21, 2026, that its Board of Directors declared the May 2026 portion of the second quarter 2026 dividends for its Series B, Series D, Series E, and Series M preferred stocks. As of April 30, 2026, there were 11,146,482 shares of Series E and 1,373,463 shares of Series M preferred stock outstanding. The filing is a routine dividend declaration with no negative or flat performance metrics disclosed.

• · Dividends declared for May 2026 portion of Q2 2026 for Series B, D, E, and M preferred stocks.
• · Series E and M preferred stock share counts provided as of April 30, 2026.

21-05-2026

Hyperfine, Inc. held its 2026 annual meeting on May 21, 2026, where stockholders reelected five director nominees and ratified Grant Thornton LLP as the independent auditor for fiscal year 2026. The meeting had strong quorum of approximately 89.89% of voting power, with all director nominees receiving overwhelming support (over 99% of votes cast in favor). The auditor ratification also passed with approximately 98.9% of votes cast in favor.

• · Record date for voting was March 25, 2026.
• · Class B common stock carries 20 votes per share, while Class A common stock carries 1 vote per share.
• · Broker non-votes totaled 29,991,466 for all director elections, but there were no broker non-votes for the auditor ratification proposal.
• · The auditor ratification received 341,824,976 votes for, 3,658,781 against, and 209,580 abstentions.

21-05-2026

Avis Budget Group held its 2026 Annual Meeting on May 20, 2026, where all six director nominees were elected, the appointment of Deloitte & Touche LLP as auditor was ratified, and advisory approval of executive compensation was passed. However, a shareholder proposal regarding majority voting and meeting adjournment was overwhelmingly rejected, receiving only about 10.4% of votes cast in favor.

• · All six director nominees received strong support, with votes for ranging from 26,629,099 (Lynn Krominga) to 26,915,791 (Glenn Lurie).
• · Ratification of Deloitte & Touche LLP as auditor passed with 28,201,021 votes for, 181,866 against, and 16,590 abstentions.
• · Advisory approval of executive compensation passed with 26,617,695 votes for, 323,061 against, and 16,654 abstentions.
• · The shareholder proposal on majority voting and meeting adjournment failed decisively: 2,792,010 for, 24,142,655 against, 22,745 abstentions, and 1,442,067 broker non-votes.

21-05-2026

TPG RE Finance Trust, Inc. held its 2026 Annual Meeting on May 19, 2026, where stockholders elected eight directors, ratified Deloitte & Touche LLP as independent auditor for 2026, and approved executive compensation on an advisory basis. Notably, director Edward 'Ted' Goldthorpe received more votes withheld (21,008,312) than votes for (20,679,430), indicating significant shareholder dissent, while all other directors were elected with strong support.

• · Proposal 2 (ratification of Deloitte) passed with 49,184,930 votes for, 8,063,066 against, and 1,106,844 abstentions.
• · Proposal 3 (advisory vote on executive compensation) passed with 39,445,446 votes for, 1,072,158 against, and 1,170,138 abstentions, with 16,667,098 broker non-votes.
• · Broker non-votes were 16,667,098 for all director elections and the advisory compensation vote.
• · The meeting was held on May 19, 2026, and the 8-K was filed on May 21, 2026.

21-05-2026

At its 2026 annual meeting on May 20, 2026, Reinsurance Group of America, Incorporated (RGA) shareholders approved an amendment and restatement of the Employee Stock Purchase Plan (A&R ESPP), increasing authorized shares by 300,000 to a total of 400,000 shares. All eleven director nominees were elected, and shareholders also approved the advisory vote on executive compensation and ratified Deloitte & Touche LLP as independent auditor for fiscal 2026. The meeting saw strong shareholder turnout of approximately 92% of outstanding voting shares.

• · Shareholder turnout was approximately 92% of outstanding voting shares (60,832,411 shares represented).
• · All 11 director nominees were elected with strong support; the lowest vote total was Shundrawn Thomas with 56,029,149 For votes.
• · Advisory vote on executive compensation passed with 57,446,754 For, 623,075 Against, and 72,108 Withheld.
• · Ratification of Deloitte & Touche LLP as independent auditor for fiscal 2026 passed with 58,349,211 For, 2,468,496 Against, and 14,704 Withheld.
• · The A&R ESPP was approved with 58,059,710 For, 33,921 Against, and 48,306 Withheld.
• · The A&R ESPP increases authorized shares by 300,000 to a total of 400,000 shares.

21-05-2026

Farmers & Merchants Bancshares, Inc. amended and restated its Code of Ethics on May 18, 2026, to adopt a more compliance-focused and principles-based framework. Key changes include increased gift threshold from $50 to $100, new anti-retaliation protections, and annual acknowledgment requirements for directors and employees.

• · Gift threshold increased from $50 to $100.
• · New anti-retaliation protections for good-faith reporting.
• · Annual employee and director acknowledgment of the Code of Ethics is now required.
• · Board approval required for future policy updates.
• · Code of Ethics available on company website at www.fmb1919.bank.

21-05-2026

Knife River Corp appointed Peggy S. Rebstock as Vice President, Chief Accounting Officer and Controller effective May 21, 2026, with an annual base salary of $320,000 and target cash incentive of 50% for 2026. Marney L. Kadrmas was named Senior Vice President of Financial Strategy, transitioning from her former role as Vice President and Chief Accounting Officer. At the annual meeting, all three proposals were approved, including the election of directors Karen B. Fagg and Brian R. Gray, advisory vote on executive compensation, and ratification of Deloitte & Touche LLP as auditor.

• · Peggy S. Rebstock, age 53, previously served as Vice President of Financial Planning and Analysis since October 2024.
• · Rebstock's target equity award value for 2027 is expected to be 65% of base salary, subject to Compensation Committee approval.
• · Rebstock is eligible for the Change in Control Severance Plan with a 2x multiple.
• · Marney L. Kadrmas transitioned to Senior Vice President of Financial Strategy effective May 21, 2026.
• · At the annual meeting, Karen B. Fagg received 44,894,087 votes for, 2,265,537 against, 43,546 abstentions, and 4,455,896 broker non-votes.
• · Brian R. Gray received 47,091,577 votes for, 60,554 against, 51,039 abstentions, and 4,455,896 broker non-votes.
• · Advisory vote on executive compensation: 45,322,044 for, 1,777,385 against, 103,741 abstentions, 4,455,896 broker non-votes.
• · Ratification of Deloitte & Touche: 49,836,805 for, 1,769,228 against, 53,033 abstentions.

21-05-2026

Energy Services of America Corporation appointed Troy Taylor, 54, as Chief Operating Officer (COO) on May 20, 2026. Mr. Taylor brings 35 years of construction industry experience and previously served as the company's Chief Operations Manager from 2025 to 2026. No material compensatory arrangements or transactions requiring disclosure were entered into in connection with his appointment.

• · Mr. Taylor is 54 years old.
• · He served as Vice President of CJ Hughes Construction Company, Inc. from 2011 to 2025.
• · His expertise includes construction management, inspection services, equipment management, estimating, business development, and customer relations.
• · No material plan, contract, or arrangement was entered into with Mr. Taylor in connection with his appointment.