S&P 500 Consumer Discretionary Sector SEC Filings — May 27, 2026

27-05-2026

Expensify, Inc. held its 2026 Annual Meeting on May 22, 2026, where stockholders elected eight directors, ratified KPMG LLP as auditor for FY2026, approved executive compensation on an advisory basis, and approved amendments to the certificate of incorporation for a reverse stock split and corresponding decrease in authorized shares. All proposals passed with strong support, though the reverse stock split proposal had notable opposition with 5,199,186 votes against.

• · Proposal 1 (Election of Directors): All eight nominees received over 456 million votes 'For', with Ellen Pao receiving the most 'For' votes (463,909,648) and David Barrett the fewest (456,161,131).
• · Proposal 2 (Ratification of KPMG): 507,688,387 votes 'For', 79,336 'Against', 6,220,085 'Abstain', and no broker non-votes.
• · Proposal 3 (Advisory Vote on Executive Compensation): 463,816,243 'For', 10,148,633 'Against', 6,108,047 'Abstain', with 33,914,885 broker non-votes.
• · Proposal 4 (Reverse Stock Split and Authorized Share Decrease): 508,746,708 'For', 5,199,186 'Against', 41,914 'Abstain', with no broker non-votes.
• · Broker non-votes were 33,914,885 for Proposals 1 and 3, but zero for Proposals 2 and 4.

27-05-2026

Kentucky Farm Bureau Mutual Insurance Co filed its 13F-HR for the period ended December 31, 2016, reporting a total of 82 equity holdings with an aggregate market value of approximately $178.6 million. The portfolio is diversified across sectors, with top holdings including SPDR Trust ($23.0M), PowerShares QQQ ($14.6M), and UnitedHealth Group ($3.7M). No period-over-period comparisons are available as this is a single-period filing.

• · The filing was signed by Jena B. Stone, Vice President, Accounting & Finance, on May 27, 2026.
• · All 82 positions are held with sole voting and dispositive power; no shared or non-dispositive holdings are reported.
• · The largest single equity position is SPDR Trust (SPY) with 103,000 shares valued at $23,023,590.
• · The second largest position is PowerShares QQQ Trust with 123,000 shares valued at $14,573,040.
• · Other significant positions include UnitedHealth Group (23,000 shares, $3,680,920), Chevron (30,000 shares, $3,531,000), and Visa (40,000 shares, $3,120,800).
• · The portfolio includes sector-specific ETFs such as Technology Select Sector SPDR (50,000 shares, $2,418,000) and Financial Select Sector SPDR (50,000 shares, $1,162,500).
• · The filing covers the period ended December 31, 2016, but was submitted on May 27, 2026, indicating a significant delay in reporting.

27-05-2026

Home Depot reported Q1 FY2026 net sales of $41,765M, up 4.8% YoY from $39,856M, driven by growth in the core Home Depot segment. However, operating income declined 3.0% to $4,981M from $5,133M, and net earnings fell 4.2% to $3,289M from $3,433M, reflecting higher operating expenses and a slight increase in interest expense. Diluted EPS decreased to $3.30 from $3.45, while cash flow from operations improved significantly to $6,032M from $4,325M.

• · Total assets increased to $107,904M as of May 3, 2026 from $105,095M at February 1, 2026.
• · Total liabilities rose to $94,030M from $92,282M over the same period.
• · Cash dividends paid were $2,320M in Q1 FY2026, up slightly from $2,286M in Q1 FY2025.
• · Capital expenditures were $844M in Q1 FY2026 vs. $806M in the prior year quarter.
• · Payments for businesses acquired, net, totaled $286M in Q1 FY2026, up from $156M in Q1 FY2025.
• · Short-term debt decreased to $3,503M from $4,464M at fiscal year-end.
• · Long-term debt (excluding current installments) decreased to $44,828M from $46,341M.
• · Merchandise inventories increased to $27,280M from $25,817M at fiscal year-end.
• · Accounts payable rose to $14,373M from $11,491M.
• · The effective tax rate was approximately 24.9% for Q1 FY2026 vs. 24.4% for Q1 FY2025.
• · Foreign currency translation adjustments resulted in a loss of $8M in Q1 FY2026 vs. a gain of $122M in Q1 FY2025.
• · Cash paid for income taxes dropped sharply to $180M from $1,098M year-over-year.

27-05-2026

Futurewave Acquisition Corp filed an S-1/A registration statement for its initial public offering of 5,000,000 units (or 5,750,000 if over-allotment is exercised) at $10.00 per unit, with gross proceeds of $50,000,000 ($57,500,000 with over-allotment). The SPAC has no operations and no target identified, and proceeds will be held in trust. However, the offering presents significant dilution to public shareholders, with net tangible book value per share ranging from $5.09 (25% redemptions, no over-allotment) to $0.29 (maximum redemptions), and dilution per share from $2.91 to $7.71, highlighting substantial risk.

• · The SPAC qualifies as an 'emerging growth company' under the JOBS Act, subject to reduced reporting requirements.
• · The company was incorporated on February 16, 2026, as a Cayman Islands exempted company.
• · The trust account will be maintained by Continental Stock Transfer & Trust Company and invested only in U.S. government treasury obligations or money market funds under Rule 2a-7.
• · The underwriter, Polaris Advisory Partners, will receive Representative Shares equal to 3% of total ordinary shares sold in the offering.
• · The company has no specific business combination under consideration and has not contacted any prospective target.
• · The offering is on a firm commitment basis.
• · The securities are expected to trade on Nasdaq under symbols FWAC (ordinary shares), FWACW (warrants), and FWACR (rights).

27-05-2026

AITX announced that its subsidiary RAD has converted a retail security pilot into a long-term deployment, as disclosed in a press release issued on May 27, 2026. The filing provides no financial details, quantitative metrics, or period-over-period comparisons, limiting the ability to assess material impact.

• · The filing is an 8-K under Items 8.01 and 9.01, with the press release attached as Exhibit 99.1.
• · No financial figures, revenue impact, or deployment scale were disclosed.
• · The press release is furnished (not filed) under the Exchange Act, limiting liability.

27-05-2026

Five9, Inc. filed a restated certificate of incorporation with the Delaware Secretary of State on May 20, 2026, as disclosed in an 8-K filing on May 27, 2026. This amendment to the charter/bylaws is a routine corporate governance update with no immediate financial impact.

• · The restated certificate of incorporation was filed on May 20, 2026, at 11:42 AM.
• · The filing is an 8-K under Item 5.03 (Amendments to Articles of Incorporation or Bylaws).

27-05-2026

PBF Holding Co LLC priced a private offering of $500 million in 7.25% senior unsecured notes due 2034 on May 26, 2026, with the closing expected on May 28, 2026. This is a debt capital raise that increases the company's leverage. There are no financial results or period-over-period comparisons in this filing.

• · The notes are being offered in a private offering to eligible purchasers.
• · The closing date is May 28, 2026, subject to customary closing conditions.
• · The filing confirms that the press release does not constitute an offer to sell or solicitation to buy the notes.

27-05-2026

Ross Stores, Inc. held its Annual Meeting of Stockholders on May 20, 2026, where all four proposals were approved. All 9 director nominees were elected, and stockholders approved the 2026 Equity Incentive Plan, the advisory resolution on executive compensation, and the ratification of Deloitte & Touche LLP as the independent auditor for fiscal year ending January 30, 2027.

• · All 9 director nominees were elected with strong support, with James G. Conroy receiving the highest 'For' votes (264,380,448) and the lowest 'Against' votes (1,938,195).
• · The 2026 Equity Incentive Plan was approved with 257,919,061 votes in favor and 8,132,534 against.
• · The advisory vote on executive compensation passed with 246,144,167 votes in favor and 19,809,647 against.
• · Ratification of Deloitte & Touche LLP as independent auditor was approved with 270,432,479 votes in favor and 15,149,535 against.
• · Broker non-votes totaled 19,229,838 for all director elections and proposals 1-3, but only 115,065 abstentions for proposal 4 (auditor ratification).

27-05-2026

Abercrombie & Fitch reported record first quarter net sales of $1.1 billion, up 2% YoY, marking the 14th consecutive quarter of growth. Growth was led by Americas (+3%) and APAC (+24%), but was partially offset by a 10% decline in EMEA due to the Middle East conflict. Operating margin fell to 8.0% from 9.3% last year, and GAAP EPS declined to $1.47 from $1.59, though it exceeded the company's outlook. The company maintained its full-year outlook for 3%-5% sales growth and EPS of $10.20-$11.00, while repurchasing $105 million in shares during the quarter.

• · Comparable sales declined 1% overall, with Hollister brands flat and Abercrombie brands flat on a comparable basis.
• · EMEA comparable sales declined 11% YoY, the worst regional performance.
• · Hollister brands net sales were flat YoY at $549.1 million, with comparable sales down 2%.
• · Cash and equivalents decreased to $594 million from $760 million at January 31, 2026, due to share repurchases and capital spending.
• · Net cash provided by operating activities was only $44 million for the year-to-date period.
• · The company applied for IEEPA tariff refunds of around $100 million, but the outcome is uncertain.
• · Full-year tariff impact estimate was reduced to 20 bps unfavorability from 70 bps previously, but Q2 tariff impact is expected to be 120 bps unfavorability.
• · Full-year effective tax rate outlook increased to around 30% from around 29% previously.
• · Diluted weighted average share count for full-year outlook reduced to around 44 million from around 45 million previously.
• · Capital expenditures outlook narrowed to around $225 million from a range of $200-$250 million.

27-05-2026

Zeo ScientifiX, Inc. (ZEOX) filed an 8-K on May 27, 2026, announcing the formal launch of its Physician-Led Patient Masterclass program. The program is designed to help physicians mobilize their patient population and provide education on regenerative medicine. No financial data or performance metrics were provided in this filing.

• · The press release is included as Exhibit 99.1 to the 8-K filing.
• · The program targets physicians to help educate patients about regenerative medicine.
• · The filing was signed by Ian T. Bothwell, who holds both CEO and CFO titles.

27-05-2026

Fold Holdings, Inc. filed an 8-K on May 27, 2026, retracting a previously published press release that claimed the company had entered into a credit facility to support its credit card program. The company clarified that no such credit facility has been entered into as of the filing date, and while it continues to explore options, it cannot guarantee that any credit facility will be secured. This retraction introduces uncertainty regarding the company's credit card program financing.

• · The press release announcing the credit facility was published and subsequently retracted on May 27, 2026.
• · The company explicitly states it cannot guarantee entering into any credit facility for the credit card program with any third party.
• · The filing is under Item 7.01 Regulation FD Disclosure and is not deemed filed for Exchange Act purposes.

27-05-2026

HBT Financial, Inc. filed an S-4 registration statement on May 27, 2026, offering to exchange outstanding Old Notes for New Notes to holders. The filing incorporates by reference HBT's 2025 Annual Report (Form 10-K), its Q1 2026 quarterly report (Form 10-Q), and several current reports on Form 8-K. Risks cited include uncertainties from the acquisition of CNB Bank Shares, Inc., economic conditions, interest rate changes, and competitive pressures from non-bank entities.

• · The exchange offer is registered under the Securities Act; the S-4 was filed on May 27, 2026.
• · HBT incorporates by reference the 2025 Form 10-K (filed March 6, 2026), the Q1 2026 Form 10-Q (filed May 6, 2026), and eight Form 8-Ks filed between January and May 2026.
• · Additional risks highlighted include the ongoing acquisition of CNB Bank Shares, Inc., interest rate volatility, and competition from fintech and private credit firms.

27-05-2026

Pacific Oak Strategic Opportunity REIT, Inc. received demand letters from Whitehawk Capital Partners on April 29, 2026, claiming two events of default under an $80 million credit agreement and demanding immediate payment of all obligations, including principal, default interest, and an exit fee. The company is disputing the validity of the alleged defaults and has reserved all rights and defenses. Additionally, on May 19, 2026, Whitehawk filed a lawsuit in Nevada seeking to enjoin two subsidiaries from transferring collateral real property.

• · The first alleged event of default occurred on or about August 19, 2025, when BVI entered a restrictive agreement with certain debt holders, allegedly breaching Sections 9.8 and 9.18 of the Credit Agreement.
• · The second alleged event of default arose from an insolvency proceeding against BVI commenced on December 26, 2025, with a court order on February 8, 2026 directing a vote on BVI's proposed debt arrangement.
• · Whitehawk claims interest has been accruing at a default rate since August 19, 2025.
• · The company is evaluating the total amount claimed, including principal, default interest, and an exit fee.
• · Whitehawk's complaint was filed on May 19, 2026, in the District Court of Clark County, Nevada (Case No. A-26-946814-B).

27-05-2026

Fidelity Select Portfolios filed a DEFA14A definitive additional proxy statement on May 27, 2026, regarding a matter pertaining to the Fidelity Advisor Health Care Fund. Shareholders are requested to vote via Broadridge Financial Solutions by calling 1-888-381-8296. No financial figures or performance data are provided in this filing.

• · Filing type is DEFA14A (Definitive Additional Materials).
• · Filing date is May 27, 2026.
• · Shareholders can call 1-888-381-8296 Monday-Friday 9am-10pm ET to vote.
• · No fee required for this filing.

27-05-2026

Marvell Technology reported record Q1 FY2027 revenue of $2.418B, up 28% YoY, with non-GAAP EPS of $0.80. However, GAAP net income was only $34.5M ($0.04 per share) due to acquisition-related costs. The company guided Q2 revenue of $2.7B (+35% YoY) and raised its FY2027 and FY2028 outlook driven by AI demand.

• · Completed acquisitions of Celestial AI (Feb 2, 2026) and XConn (Feb 10, 2026).
• · Q1 GAAP gross margin 52.1%, non-GAAP gross margin 58.9%.
• · Q1 GAAP diluted EPS $0.04, non-GAAP diluted EPS $0.80.
• · Q2 guidance: GAAP gross margin 52.1%-53.1%, non-GAAP gross margin 58.25%-59.25%.
• · Q2 GAAP diluted EPS guidance $0.37 +/- $0.05, non-GAAP diluted EPS $0.93 +/- $0.05.
• · Non-GAAP tax rate of 11.0% applied in Q1.
• · Series A Convertible Preferred Stock issued on March 31, 2026, affecting EPS calculation under two-class method.

27-05-2026

On May 27, 2026, Appalachian Power Recovery Funding LLC issued $1,375,500,000 aggregate principal amount of its Series 2026-A Senior Secured SAC Bonds, pursuant to an Indenture and Series Supplement dated the same day. The bonds were offered under a Prospectus dated May 19, 2026, and the filing includes related legal opinions and servicing agreements. No prior-period comparisons are available in this filing, so no period-over-period analysis is possible.

• · The bonds were issued under an Indenture dated May 27, 2026, with U.S. Bank Trust Company as Indenture Trustee and U.S. Bank National Association as Securities Intermediary.
• · The offering was made pursuant to a Prospectus dated May 19, 2026.
• · Exhibits filed include the Indenture, Series Supplement, Servicing Agreement, Purchase and Sale Agreement, Administration Agreement, Joinder to Intercreditor Agreement, and legal opinions from Sidley Austin LLP and Troutman Pepper Locke LLP.

27-05-2026

N2OFF, Inc. (now Nexentis Technologies Inc.) entered into an amended and restated facility agreement with L.I.A. Pure Capital Ltd. for a €10 million loan facility. The loan carries a 7% annual interest rate, payable in advance for 24 months, and repayment is primarily from company projects or financing proceeds, with a final maturity on the fifth anniversary. The agreement also includes the issuance of a warrant to purchase 1,850,000 shares at $1.00 per share, subject to a 4.99% beneficial ownership limitation.

• · The loan repayment is primarily from company projects or 33% of financing proceeds; the borrower is not liable to repay from other sources except after the 5-year term.
• · Interest is paid in advance for 24 months upon each drawdown and deducted from the drawdown amount.
• · The warrant exercise price is $1.00 per share, with a 4.99% beneficial ownership limitation.
• · If stockholder approval is required for the warrant, it must be obtained within six months of closing.
• · The borrower's authorized capital includes 495,000,000 common shares and 5,000,000 preferred shares (none issued).
• · The agreement amends and restates a prior facility agreement dated October 1, 2024.

27-05-2026

Oaktree Strategic Credit Fund declared a regular monthly distribution of $0.1600 per share across all share classes for May 2026, payable on June 26, 2026. The fund reported a slight increase in NAV per share from $22.38 (March 31, 2026) to $22.39 (April 30, 2026), with aggregate NAV of $4.4 billion and a net debt-to-equity leverage ratio of 0.63x. The fund continues its continuous public offering of up to $5.0 billion in shares, having issued over 224 million shares across public and private offerings for total consideration exceeding $5.2 billion.

• · The fund's net debt-to-equity leverage ratio was 0.63x as of April 30, 2026.
• · NAV per share for all classes was $22.39 as of April 30, 2026, up from $22.38 as of March 31, 2026.
• · The fund has sold 21,056,002 Class I shares in the private offering for total consideration of $504.6 million.
• · In the public offering, the fund has sold 142,964,509 Class I shares ($3,342.4M), 402,799 Class D shares ($9.3M), 59,970,319 Class S shares ($1,407.1M), and 217,226 Class T shares ($5.0M).
• · The distribution will be paid in cash or reinvested for shareholders in the distribution reinvestment plan.

27-05-2026

StepStone Private Credit Fund LLC reported an April 30, 2026 net asset value per share of $26.08, with aggregate NAV of $2,371.9M and a portfolio fair value of $3,486.9M. The company sold 5,680,855 unregistered shares for $148.1M in May 2026, and has issued 92,302,619 shares in its continuous private offering for total consideration of $2,409.4M. Debt outstanding stood at $1,291.2M.

• · The private offering is authorized for up to $10 billion in Shares.
• · The company intends to continue selling Shares in the Private Offering on a monthly basis.
• · The share count and consideration figures do not include shares issued under the distribution reinvestment plan or shares repurchased under the discretionary quarterly share repurchase program.
• · The filing is an 8-K covering Items 3.02 (unregistered sales of equity securities), 8.01 (other events), and 9.01 (financial statements and exhibits).

27-05-2026

BridgeBio Pharma announced that the FDA has accepted and granted Priority Review for its New Drug Application (NDA) for BBP-418 for the treatment of LGMD2I/R9, a rare genetic muscle disease. The acceptance marks a key regulatory milestone, with a decision expected within six months.

• · FDA Priority Review designation typically shortens review time to 6 months from standard 10 months.
• · LGMD2I/R9 is a rare genetic muscle disease with no approved therapies.

27-05-2026

EQT Infrastructure Company LLC sold approximately $89.8 million of unregistered shares to third-party investors as of May 1, 2026, and issued 239,536 Class E shares valued at about $27.46 each to EQT Holdings AB in exchange for a portion of ownership interests in Reworld Holding Corporation. Since inception on February 1, 2026, the company has raised a total of approximately $539.6 million through its continuous private offering. The transactions were exempt from registration under the Securities Act.

• · The sale of Investor Shares was exempt under Section 4(a)(2), Regulation D (accredited investors), and/or Regulation S (non-U.S. investors).
• · The Class E Shares issuance was exempt under Section 4(a)(2).
• · The company is an emerging growth company and has elected not to use the extended transition period for complying with new financial accounting standards.
• · The company has no securities registered under Section 12(b) of the Exchange Act.

27-05-2026

F&M Bank Corp. filed an 8-K on May 27, 2026, reporting that its Board of Directors approved an amendment to the 2020 Stock Incentive Plan on May 21, 2026. The amendment adds a 'Retirement' definition (age 65 and five years of service), grants the Compensation Committee discretion to accelerate vesting upon Retirement, and updates the clawback provision to comply with legal and regulatory requirements. No financial figures or performance metrics were disclosed in this filing.

• · The amendment was approved by the Board of Directors on May 21, 2026.
• · The Retirement definition requires age 65 and at least five consecutive years of employment or service.
• · The Compensation Committee has discretionary authority to accelerate vesting of unvested awards upon Retirement.
• · The clawback provision was updated to align with any applicable law, regulation, or stock exchange listing requirement.
• · The full text of the amendment is filed as Exhibit 10.1.

27-05-2026

Salesforce reported record Q1 FY27 results with revenue of $11.1B (up 13% YoY), GAAP EPS of $2.42 (up 52% YoY), and non-GAAP EPS of $3.88 (up 50% YoY). Agentforce and Data 360 ARR reached nearly $3.4B (up over 200% YoY). However, operating cash flow growth slowed to 3% YoY, and Q2 FY27 revenue guidance of $11.27B-$11.35B implies a deceleration to 10-11% YoY growth. The company also raised full-year FY27 revenue guidance to $45.9B-$46.2B.

• · GAAP operating margin of 21.1% and non-GAAP operating margin of 34.8% in Q1 FY27.
• · Returned $27.5B to shareholders in Q1, including $27.1B in share repurchases and $365M in dividends.
• · Entered into $25B ASR with upfront delivery of 103M shares (approx. 80% of total expected).
• · Bookings from Agentforce One Edition and Agentforce for Apps grew nearly 60% YoY.
• · More than 50% of Agentforce and Data 360 bookings came from existing customers in Q1.
• · Data 360 ingested 52 trillion records in Q1, up 136% YoY, including 35 trillion via Zero Copy (up 277% YoY).
• · Processed nearly 1 trillion API calls across Core products in Q1.
• · Public Sector Industry Cloud ARR surpasses $2B, up 23% YoY, with Public Sector AWUs up nearly 400% QoQ.
• · Full year FY27 GAAP operating margin guidance updated to 20.6%, non-GAAP operating margin maintained at 34.3%.
• · Full year FY27 operating cash flow growth guidance updated to approx. 4-5% YoY due to $25B debt issuance for ASR.
• · Q2 FY27 revenue guidance implies deceleration to 10-11% YoY growth from Q1's 13%.
• · Full year FY27 subscription & support revenue growth guidance maintained at slightly under 12% YoY.

27-05-2026

Borealis Foods Inc. received a Nasdaq deficiency notice on May 21, 2026, for failing to timely file its Q1 2026 Form 10-Q, supplementing a prior notice for its delayed 2025 Form 10-K. The company has until June 16, 2026, to submit a compliance plan and expects to file the Q1 10-Q by early June 2026, which it believes will cure both deficiencies. However, if the plan is not accepted or the filings are further delayed, the company faces potential delisting from the Nasdaq Capital Market.

• · The Nasdaq notice has no immediate effect on the listing or trading of the Company's Common Shares (BRLS) or Warrants (BRLSW).
• · The prior notice for the delayed 2025 Form 10-K was received on April 17, 2026.
• · If Nasdaq accepts the compliance plan, the company may be granted up to 180 calendar days from the due date of the 2025 Form 10-K, or until October 12, 2026, to regain compliance.
• · The company anticipates filing the Q1 2026 Form 10-Q no later than early June 2026.

27-05-2026

North Haven Private Income Fund A LLC disclosed its portfolio composition and estimated net asset value as of April 30, 2026, alongside a distribution declaration. The fund reported aggregate net asset value of approximately $311.8 million and total debt outstanding of $313.1 million, indicating a slightly leveraged position. New investment commitments during April 2026 totaled $11.7 million, entirely in private senior secured loans.

• · The distribution declared is $0.1406 per unit, payable on or around June 3, 2026 to unitholders of record as of May 31, 2026.
• · The fund's largest industry exposure is Software at 19.9% of total par/cost ($148.4 million).
• · The top ten portfolio companies represent 14.6% of total investments, with the largest single holding at 1.9%.
• · The fund's debt outstanding ($313.1M) slightly exceeds its net asset value ($311.8M), indicating a debt-to-equity ratio above 1.0.
• · The net asset value estimate is preliminary and subject to change after quarter-end closing procedures.

27-05-2026

USCB Financial Holdings held its Annual Meeting on May 26, 2026, with 16,182,501 of 18,257,400 outstanding shares represented (88.6% quorum). All nine director nominees were elected, with Ramon Abadin receiving notably lower support (13,602,037 for, 1,812,579 withheld) compared to others (over 15 million for each). The ratification of Crowe LLP as independent auditor was approved with 16,042,785 votes for, 135,886 against. The company also announced Raymond M. Rodriguez's election to the Board following the meeting. On the positive side, board elections passed; however, the significant withheld votes for director Abadin (11.8% of votes cast) and the 135,886 votes against auditor ratification indicate some shareholder dissent.

• · Six of nine director nominees received over 15.2 million votes for, while Ramon Abadin received only 13,602,037 for (1,812,579 withheld).
• · Luis de la Aguilera received the most votes for among nominees: 15,253,267.
• · The ratification of Crowe LLP as auditor had 3,830 abstentions in addition to the 135,886 against.
• · The company's common stock trades on Nasdaq under ticker USCB.
• · The Company is an emerging growth company as defined by SEC rules.

27-05-2026

BuzzFeed, Inc. completed a majority stake investment by Byron Allen's family office, with Allen Family Digital acquiring 51% of outstanding shares for $120 million ($3.00 per share). Byron Allen becomes Chairman and CEO, while founder Jonah Peretti transitions to President of BuzzFeed AI. The company plans to expand into free-streaming video, AI-powered media, and direct-to-consumer offerings, leveraging Allen's media portfolio including 650 FAST channels and 30,000 movies/TV shows. However, the transaction was funded with only $20 million in cash and a $100 million promissory note, and $12.5 million of proceeds were immediately used to pay down debt, indicating ongoing financial constraints.

• · Jonah Peretti co-founded BuzzFeed in 2006 and served as CEO until this transaction.
• · Allen Family Digital acquired 40 million shares at $3.00 per share.
• · The promissory note is due five years from closing with 5% annual interest.
• · BuzzFeed used $12.5 million of proceeds to reduce existing debt.
• · Byron Allen's portfolio includes 13 ABC-CBS-NBC affiliate stations in 11 U.S. markets and ten 24-hour HD TV networks.
• · Allen also produces, distributes, and sells advertising for 74 television programs.
• · BuzzFeed's direct monthly visitors are in the tens of millions.

27-05-2026

First Trinity Financial Corporation adjourned its 2026 Annual Meeting of Class A and Class B Shareholders on May 20, 2026, due to a lack of quorum. The meeting will reconvene on June 24, 2026, at 10:00 a.m. Central Time to vote on the same proposals outlined in the definitive proxy statement filed on March 30, 2026. The company will continue soliciting votes during the adjournment period.

• · The record date for voting remains March 23, 2026.
• · Shareholders who already voted and do not wish to change their vote need not take any action.
• · Proxies previously submitted will be voted at the reconvened meeting unless properly revoked.
• · The company's proxy statement was filed with the SEC on March 30, 2026.
• · The meeting will be held at the company's corporate office: 7633 East 63rd Place, Suite 230, Tulsa, Oklahoma 74133.

27-05-2026

B&G Foods, Inc. held its 2026 annual meeting on May 21, 2026. Stockholders elected ten director nominees (all received majority support but with notable opposition for some), approved say-on-pay advisory compensation (26.8M vs 4.3M against), and ratified KPMG as auditor for fiscal 2026 (51.3M for, 1.3M against). Despite passage of all proposals, director votes revealed significant against votes for Charles F. Marcy (4.4M votes against, the highest), Alfred Poe (4.1M against), and Dennis M. Mullen (3.1M against), indicating material shareholder dissent.

• · Director Charles F. Marcy received only 26,972,241 votes for (85.9% of votes cast, highest against at 4,396,902).
• · Director Alfred Poe received 27,259,683 votes for (86.3% of votes cast, 4,103,749 against).
• · Director DeAnn L. Brunts received the highest for votes at 29,671,484 (93.9% of votes cast).
• · Say-on-pay passed with 26,804,215 for (84.8% of votes cast) and 4,340,759 against.
• · KPMG ratification passed overwhelmingly with 51,318,275 for (95.9% of total shares voted).
• · No broker non-votes on the auditor ratification proposal — all votes were cast.
• · Meeting date: May 21, 2026; filing date: May 27, 2026.

27-05-2026

Functional Brands Inc. (MEHA) filed a DEFA14A on May 27, 2026, issuing an urgent reminder to stockholders that the vote cut-off for its upcoming Special Meeting (May 28, 2026) is 11:59 PM Eastern Time on May 27, 2026. The filing is a procedural solicitation notice with no new financial or operational disclosures.

• · The company was formerly known as HT Naturals Corp. and changed its name on December 18, 2020.
• · The special meeting is scheduled for May 28, 2026.
• · The vote deadline is 11:59 PM Eastern Time on May 27, 2026.
• · No fee was paid for this filing; it is definitive additional soliciting material.

27-05-2026

Fortress Value Acquisition Corp. V appointed Karen Park as a director, effective May 27, 2026, and she will also serve on the Audit and Compensation Committees. Ms. Park will receive 30,000 founder shares from the sponsor. No financial results or period comparisons are provided.

• · Karen Park is a partner at Zukerman Gore Brandeis & Crossman, LLP, with over 16 years of finance and investments experience.
• · She holds a B.A. from University of Waterloo, J.D. from University of Toronto, and M.B.A. from Columbia Business School.
• · The Audit Committee and Compensation Committee each now consist of Tripp Jones and Karen Park.
• · Ms. Park entered into an indemnification agreement and a joinder to the letter agreement and registration rights agreement dated February 25, 2026.

27-05-2026

ChoiceOne Financial Services Inc. (COFS) filed an amended 8-K/A on May 27, 2026, reporting that all five director nominees were elected and both advisory proposals—executive compensation and auditor ratification—were approved at the annual meeting held on May 20, 2026. All proposed items passed with substantial shareholder support.

• · Shareholder advisory vote to approve executive compensation received 8,775,108 For, 404,767 Against, 179,865 Abstain, with 2,457,466 broker non-votes.
• · Ratification of Plante & Moran PLLC as independent registered public accounting firm for 2026 received 11,625,581 For, 171,744 Against, 11,093 Abstain, with 0 broker non-votes.
• · The next advisory vote on executive compensation will occur at the 2027 Annual Meeting of Shareholders.
• · Director election results: Keith D. Brophy (8,634,679 For; 725,070 Withheld), Michael J. Burke, Jr. (8,963,649 For; 396,100 Withheld), Bruce John Essex, Jr. (9,016,520 For; 343,229 Withheld), Steven T. Krause (9,022,202 For; 337,547 Withheld), Michelle M. Wendling (8,591,355 For; 768,394 Withheld). All with 2,457,466 broker non-votes each.

27-05-2026

LM Funding America, Inc. extended its $11 million loan from Galaxy Digital LLC to August 28, 2026, by refinancing into a new loan under the same Master Digital Currency Loan Agreement. The loan is secured by Bitcoin collateral. No new borrowing amount was added; the principal remains $11 million.

• · Original loan was drawn on October 30, 2025, for $11 million.
• · Loan was previously extended from January 30, 2026, to June 26, 2026, on April 6, 2026.
• · New maturity date is August 28, 2026.
• · Loan is secured by Bitcoin owned by the Company.

27-05-2026

BlackRock Private Credit Fund (BDEBT) held its 2026 Annual Meeting of Shareholders on May 27, 2026, and filed the results on Form 8-K. Shareholders elected Class I Trustee nominee Eric J. Draut to the Board of Trustees with 54,507,236 votes For and 637,132 votes Withheld, and no broker non-votes. The proposal was approved, reflecting strong shareholder support for the nominee.

• · The meeting was conducted via live Internet webcast at 10:00 a.m. Pacific Time on May 27, 2026.
• · The definitive proxy statement was filed with the SEC on April 9, 2026.
• · The candidate Eric J. Draut was elected to serve until the 2029 Annual Meeting or until successor is duly elected and qualifies.
• · Shareholder approval was obtained with 98.85% of votes cast in favor (54,507,236 For out of 55,144,368 total votes cast).

27-05-2026

First Real Estate Investment Trust of New Jersey (FREVS) entered into a Purchase and Sale Agreement on May 26, 2026 to sell its Westwood Plaza shopping center to an affiliate of Regency Centers Corporation for $28.8 million. The buyer made a $1.2 million initial deposit, refundable during a 120-day due diligence period ending September 23, 2026, after which an additional $1 million deposit is required. The transaction is expected to close by August 15, 2027, with no financing contingency, and the Board unanimously approved the deal.

• · The initial due diligence period is 120 days, expiring on September 23, 2026.
• · The buyer has an option for a second due diligence period of up to nine additional months, with a $50,000 monthly fee.
• · The closing deadline is August 15, 2027.
• · There is no financing contingency in the agreement.
• · The Preferred Stock Purchase Rights are registered under Section 12(b) and will transfer with common stock until the Distribution Date.

27-05-2026

Six Flags Entertainment Corporation held its 2026 Annual Meeting on May 26, 2026, where stockholders voted on three proposals. All three proposals were approved: the election of three Class II directors (Richard Haddrill, Chieh Huang, and Marilyn Spiegel) for terms expiring in 2029, the ratification of Deloitte & Touche LLP as the independent auditor for 2026, and the advisory approval of named executive officer compensation for 2025. However, the votes showed notable dissent: Chieh Huang received 14.4 million withhold votes (19.2% of votes cast), and the auditor ratification saw 21.0 million against votes (23.9% of total votes cast), indicating significant shareholder opposition on those items.

• · Richard Haddrill received 72,559,637 for and 2,026,136 withhold votes.
• · Marilyn Spiegel received 71,349,419 for and 3,236,354 withhold votes.
• · Broker non-votes totaled 13,339,349 on all three director elections and the say-on-pay proposal.
• · Auditor ratification had 66,719,229 for, 20,989,959 against, and 215,934 abstain votes.
• · Say-on-pay had 68,543,867 for, 5,726,910 against, and 314,996 abstain votes.

27-05-2026

Primis Financial Corp. announced the election of Scott R. Gamble and J. Brock Saunders to its Board of Directors at the annual meeting, replacing Robert Clagett and Charles Kabbash who did not stand for reelection. The company reported $4.3 billion in total assets as of March 31, 2026.

• · Scott Gamble has over 38 years of banking experience and currently serves on the boards of First Bank and Fortis Financial Inc.
• · Brock Saunders is Managing Partner at Mattock Capital, previously President and CIO at James River Capital Corp., and began his career at Citigroup.
• · Robert Clagett and Charles Kabbash did not stand for reelection and have been replaced by Gamble and Saunders.

27-05-2026

Willis Lease Finance Corp held its 2026 Annual Meeting on May 26, 2026, with 92.23% of outstanding shares represented. Stockholders approved the election of director Stephen Jones, executive compensation (advisory), ratification of Grant Thornton LLP as auditor, and adjournment to solicit more votes on Proposal 2 (a three-for-one forward stock split and increase in authorized shares). However, Proposal 2 did not receive the required 80% supermajority vote, so the meeting was adjourned to June 23, 2026, to allow further solicitation.

• · The record date for voting was April 6, 2026, with 7,604,821 shares outstanding.
• · Proposal 2 (forward stock split) requires an 80% supermajority of outstanding shares; it did not pass at the initial meeting.
• · The meeting was adjourned to June 23, 2026, at 10:00 AM ET, to be held virtually via live webcast.
• · Valid proxies submitted before May 26, 2026, for Proposal 2 remain valid unless changed or revoked.
• · Stockholders who have not voted or wish to change their vote on Proposal 2 may do so before the reconvened meeting.
• · Proposal 4 (auditor ratification) received the highest support with 6,987,595 votes for and only 23,144 against.
• · Executive compensation (Proposal 3) received 3,989,151 votes for but 2,671,326 against, indicating significant opposition.

27-05-2026

A Joint Special Meeting of Shareholders of the First Foundation Fixed Income Fund and First Foundation Total Return Fund is scheduled for July 10, 2026, to vote on a new investment sub-advisory agreement with First Foundation Advisors. The meeting is required because the all-stock merger of First Foundation Inc. into FirstSun Capital Bancorp (closed April 1, 2026) triggered a change of control under the 1940 Act, automatically terminating the prior sub-advisory agreement. The Board unanimously recommends voting FOR the new agreement, which has the same sub-advisory fee and substantially identical terms as the prior agreement, and no changes to fund objectives, strategies, or portfolio managers are expected.

• · Record date for voting is May 8, 2026.
• · Meeting will be held at SEI Investments, One Freedom Valley Drive, Oaks, PA 19456 at 11:00 a.m. Eastern time.
• · The all-stock merger was announced on October 27, 2025, and closed on April 1, 2026.
• · The Interim Sub-Advisory Agreement became effective on the Closing Date (April 1, 2026) and lasts up to 150 days.
• · If the New Sub-Advisory Agreement is not approved, the Board may resubmit it or consider other alternatives.
• · Proxy solicitation costs of approximately $25,129 will be borne by First Foundation.
• · Shareholders can vote by mail, Internet, telephone, or in person.
• · Proxy solicitor EQ Fund Solutions can be reached at (800) 820-2416.

27-05-2026

KKR Infrastructure Conglomerate LLC disclosed the sale of approximately $194.8 million in unregistered equity securities to investors on May 1-21, 2026. The offering included 3,393,764 Class I shares for $102.9M, 2,816,180 Class S shares for $85.4M, and 211,882 Class D shares for $6.4M, all exempt under Section 4(a)(2), Regulation D, and/or Regulation S. Since inception in June 2023, the Company has raised an aggregate of approximately $7,043 million through its continuous private offering, while the broader Infrastructure K-Series Platform has raised approximately $13,659 million in total cash consideration.

• · The offering was exempt under Section 4(a)(2), including Regulation D (accredited investors) and/or Regulation S (non-U.S. investors).
• · Aggregate amounts disclosed do not include any share repurchases by the Company or KKR-managed vehicles, nor shares issued under any distribution reinvestment plan.
• · The Company is an emerging growth company as defined under Rule 405 of the Securities Act.
• · The filing date is May 27, 2026, reporting on events from May 1 and May 21, 2026.

27-05-2026

National Fuel Gas Company (NFG) announced on May 27, 2026, that it will redeem the entire outstanding $300,000,000 aggregate principal amount of its 5.50% Notes due October 2026. The redemption date is set for June 11, 2026, and a conditional redemption notice has been issued to noteholders. This proactive debt management move reduces future interest obligations but does not involve any new financing or operational changes.

• · The redemption is conditional and subject to certain conditions.
• · The redemption price will be calculated per the indenture and officer's certificate governing the Notes.
• · The filing explicitly states it does not constitute a notice of redemption for any of the Notes.