S&P 500 Consumer Staples Sector SEC Filings — May 28, 2026

28-05-2026

Modine Manufacturing reported mixed fiscal 2026 results, with Performance Technologies revenue flat and adjusted EBITDA declining 15% YoY due to tariffs and higher material costs, though full-year EBITDA margins improved 30 bps to 13.8%. The company provided a strong fiscal 2027 outlook, expecting total sales growth of 20-35% and adjusted EBITDA of $650-680M (40%+ growth), driven by Data Center segment sales growth of 60-80%. The planned spin-off and merger of Performance Technologies with Gentherm remains on track for a calendar 2026 close, pending SEC and shareholder approvals.

• · Performance Technologies SG&A expenses were $5M lower YoY due to cost savings initiatives.
• · The planned spin-off and merger with Gentherm is structured as a Reverse Morris Trust transaction and requires an IRS determination letter.
• · Gentherm's S-4 registration statement has been submitted to the SEC; shareholder approval is still pending.
• · Modine expects to recast fiscal 2026 segment results and begin reporting under three business segments with Q1 results.
• · The company expects a 3-6 month lag before tariff-related price adjustments take effect.
• · Data Center segment part shortages experienced in Q4 are not expected to impact full-year production but will temporarily affect capacity ramp.
• · Performance Technologies EBITDA margin for early fiscal 2027 is expected to be 14-15%, up 25-100 bps.
• · Fiscal 2027 free cash flow as a percentage of sales is expected to be 4-6%.

28-05-2026

Alamo Group Inc. entered into a Fourth Amended and Restated Credit Agreement on May 27, 2026, replacing its existing credit facility. The new agreement provides aggregate commitments of up to $602,500,000 to finance working capital, general corporate purposes, and transaction fees. The facility is led by Bank of America as administrative agent, with Wells Fargo and PNC as co-syndication agents, and includes a revolving credit facility and term loan options.

• · The agreement amends and restates the Third Amended and Restated Credit Agreement dated October 28, 2022.
• · The facility includes a revolving credit facility and a term loan facility, with swingline and letter of credit subfacilities.
• · The agreement permits borrowings in multiple currencies including Canadian Dollars, Euros, Sterling, and Australian Dollars for letters of credit.
• · The agreement includes customary representations, warranties, affirmative and negative covenants, and events of default.
• · The borrower is Alamo Group Inc., a Delaware corporation, with certain subsidiaries acting as guarantors.

28-05-2026

Hormel Foods reported Q2 FY2026 results with net sales of $2.97B (+3% organic) and adjusted diluted EPS of $0.40, representing double-digit growth in adjusted earnings. However, GAAP EPS declined to $0.29 from $0.33 YoY due to a $61M loss on the sale of the whole-bird turkey business, and reported operating margin contracted to 7.3% from 8.6%, while adjusted operating margin improved to 9.9% from 9.1%. The company reaffirmed its full-year organic net sales growth of 1%-4% but lowered diluted EPS guidance to $1.28-$1.37 from $1.37-$1.46.

• · Retail segment volume declined 2% (organic basis), while net sales remained flat.
• · Foodservice segment delivered its 11th consecutive quarter of organic net sales growth, up 7%.
• · International segment organic net sales grew 5%, led by SPAM® exports and in-country China business.
• · SG&A expenses as a percentage of net sales increased to 10.7% from 8.7% in the prior year, partly due to the $61M loss on the turkey business sale; adjusted SG&A remained flat at 8.2%.
• · The company updated its full-year GAAP diluted EPS guidance downward to $1.28-$1.37 from $1.37-$1.46, while reaffirming adjusted diluted EPS guidance of $1.43-$1.51.
• · An audio webcast replay will be available until May 28, 2027.

28-05-2026

On May 28, 2026, Artificial Intelligence Technology Solutions Inc. (AITX) filed an 8-K to announce a press release titled 'AITX's RAD Construction Momentum Continues with Additional RIO and ROSA Orders,' indicating continued demand for its robotic security solutions. The filing does not provide any financial figures or performance metrics, so no positive or negative trends can be assessed.

• · The press release is attached as Exhibit 99.1 to the 8-K filing.
• · The filing is furnished under Item 8.01 and is not deemed filed for Exchange Act purposes.
• · The company's principal executive offices are located at 10800 Galaxie Avenue, Ferndale, Michigan 48220.

28-05-2026

Braemar Hotels & Resorts Inc. appointed Eric Batis to its Board of Directors on May 21, 2026, to serve until the next annual meeting. Concurrently, directors Stefani Danielle Carter and Rebecca Musser resigned effective the same date, with no disagreements cited. No additional compensation or material transactions were reported for Mr. Batis.

• · Mr. Batis was not appointed to any committee at the time of his appointment.
• · Mr. Batis serves as COO of Ashford Inc., overseeing day-to-day operations.
• · No additional compensation will be paid to Mr. Batis for his board duties.
• · Resignations of Carter and Musser were not due to any disagreement with the company.

28-05-2026

Nature's Miracle Holding Inc. (NMHIW) entered into a Settlement Agreement on May 19, 2026, with 1800 Diagonal Lending LLC to resolve claims of default on four convertible promissory notes totaling approximately $791,323.32. The settlement reduces the obligation to $575,000, payable through a combination of cash installments and conversion rights, and requires NMHI to reserve 222,000,000 shares of common stock for 1800 Diagonal. While the settlement avoids further litigation and reduces the debt by about 27%, the company faces significant cash payment obligations through November 2026 and must increase its authorized share capital by July 31, 2026, indicating ongoing financial strain.

• · The settlement reduces the total debt from $791,323.32 to $575,000, a reduction of approximately 27.3%.
• · NMHI must reserve 222,000,000 shares of common stock exclusively for 1800 Diagonal and increase authorized share capital by July 31, 2026.
• · The first $50,000 payment is due within 5 business days of the agreement (by May 27, 2026) and is an absolute condition with no cure period.
• · The September Note requires installment payments of $50,000 on July 15, August 15, September 15, October 15, and $25,000 on November 15, 2026.
• · The October Note requires an additional $50,000 payment by June 15, 2026.
• · Default interest rate on the Notes is 22% per annum.
• · The Court retains jurisdiction to enforce the Settlement Agreement.
• · Upon full payment or conversion, the Notes will be cancelled and the Action dismissed.

28-05-2026

American Clean Resources Group, Inc. (ACRG) filed a Form 8-K on May 28, 2026, under Items 8.01 (Other Events) and 9.01 (Financial Statements and Exhibits). The filing contains forward-looking statements regarding the company's business and proposed joint venture activities, but does not disclose any specific financial results, material agreements, or operational metrics. No exhibits were attached to the report.

• · The filing includes cautionary language about forward-looking statements related to business and proposed joint venture activities.
• · No financial statements or exhibits were provided with this 8-K filing.
• · The company's common stock trades under the symbol ACRG with a par value of $0.001 per share.
• · The company is incorporated in Nevada and headquartered in Lakewood, Colorado.

28-05-2026

Hyatt Hotels Corporation announced an additional $1.0 billion share repurchase authorization and held its Investor Day on May 28, 2026. The company furnished slides and a press release related to the event. No financial results or performance metrics were disclosed in this filing.

• · The repurchase authorization applies to both Class A and Class B common stock.
• · Repurchases may be made in open market, privately negotiated transactions, or via Rule 10b5-1 plans or accelerated share repurchase transactions.
• · The authorization does not obligate the company to repurchase any specific amount and may be suspended or discontinued at any time.
• · The Investor Day webcast archive will be available on the company's website.

28-05-2026

Kohl's reported Q1 FY2026 results with net sales down 1.7% YoY to $3.0B and comparable sales down 1.1%, which management described as the best comparable sales performance in over four years. Gross margin improved 4 bps to 39.9%, but operating income fell 23% to $46M and the company reported a net loss of $14M ($0.13 per share), slightly improved from a $15M loss a year ago. The company affirmed its full-year 2026 outlook, expecting net sales to decline 2% to flat and adjusted EPS of $1.00-$1.60.

• · SG&A expenses decreased 1.6% YoY to $1.1B, but as a percentage of total revenue increased 15 bps to 36.2%.
• · Operating income fell 23% to $46M from $60M, and operating margin decreased 41 bps to 1.4%.
• · Net loss improved slightly to $14M from $15M, with diluted loss per share unchanged at ($0.13).
• · Inventory decreased 8% YoY to $2.9B, indicating cleaner inventory management.
• · Borrowings under revolving credit facility were $0, down $545M YoY, reflecting improved balance sheet.
• · Cash and cash equivalents more than doubled to $429M from $153M.
• · Operating cash flow improved to a use of $74M from a use of $92M.
• · Capital expenditures in Q1 were $84M, down from $110M in the prior year.
• · The company repaid $50M of long-term borrowings during the quarter.
• · Full-year 2026 outlook: net sales decline 2% to flat, adjusted operating margin 2.8%-3.4%, adjusted diluted EPS $1.00-$1.60, capital expenditures $350M-$400M.
• · Quarterly dividend of $0.125 per share declared, payable June 24, 2026 to shareholders of record June 10, 2026.
• · The company has more than 1,100 stores in 49 states.

28-05-2026

Kinder Morgan, Inc. entered into an Amended and Restated Revolving Credit Agreement on May 21, 2026, replacing its existing $3.5 billion facility. The new agreement extends the maturity date from August 20, 2026 to May 21, 2031, and increases swingline loan availability from $50 million to $400 million. The facility size remains unchanged at $3.5 billion, indicating no expansion of total borrowing capacity.

• · The Amended Credit Facility amends and restates the $3.5 billion Revolving Credit Agreement dated August 20, 2021.
• · The facility size remains unchanged at $3.5 billion; no increase in total borrowing capacity.
• · The swingline loan availability increased from $50 million to $400 million, a 700% increase.
• · The maturity date was extended from August 20, 2026 to May 21, 2031, adding approximately 5 years.
• · Barclays Bank PLC serves as administrative agent for the facility.

28-05-2026

Marvell Technology reported Q1 FY27 net revenue of $2,417.8M, up 27.6% YoY from $1,895.3M, driven by strong Data center revenue growth of 27.2% to $1,832.7M. However, net income plunged 80.6% YoY to $34.5M from $177.9M, primarily due to a $331.8M change in fair value of contingent consideration liability and a $203.3M other expense. The company also issued $2,000M in Series A Convertible Preferred Stock and completed a $1,270.9M acquisition during the quarter.

• · Gross profit increased to $1,260.8M from $952.4M YoY, with gross margin improving to 52.1% from 50.2%.
• · Research and development expenses rose 28.5% YoY to $652.3M, while SG&A expenses increased 38.6% to $258.4M.
• · Restructuring related charges were $10.7M in Q1 FY27 vs. a gain of $12.3M in Q1 FY26.
• · Interest and other loss, net widened to $256.1M from $54.7M YoY, driven by the $331.8M change in fair value of contingent consideration and a $81.1M gain from forward stock purchase contract.
• · Provision for income taxes increased to $48.8M from $38.0M YoY.
• · Total assets grew to $26,944.5M from $22,285.3M at year-end, primarily due to goodwill increasing to $13,883.5M from $11,062.2M and acquired intangible assets rising to $2,561.5M from $1,754.7M.
• · Long-term debt increased to $4,961.3M from $3,970.8M, while short-term debt was fully repaid ($0 vs. $499.8M).
• · Stockholders' equity rose to $18,215.8M from $14,308.4M, driven by $1,999.6M in preferred stock issuance and $2,098.0M in common stock issued for acquisitions.
• · Cash dividends of $0.06 per share were declared and paid in both periods.
• · Net cash provided by operating activities nearly doubled to $638.8M from $332.9M YoY, driven by improved working capital management including a $314.9M decrease in accounts receivable.
• · Investing activities used $1,421.4M, primarily for acquisitions ($1,270.9M) and property and equipment ($155.7M).
• · Financing activities provided $1,987.4M, including $2,000M from preferred stock issuance and $998.9M from borrowings, offset by $200M in share repurchases and $500M in debt repayments.

28-05-2026

Costco reported strong Q3 FY2026 results with net sales increasing 11.6% YoY to $69.15B and diluted EPS rising 15.2% to $4.93. Net income grew 15.2% to $2.19B. However, on an adjusted basis (excluding gas and FX impacts), total comparable sales growth slowed to 6.6% from the reported 9.8%, with U.S. adjusted comps at just 6.8% vs. reported 9.4%, indicating significant tailwinds from gasoline prices and foreign exchange that may not persist.

• · Total assets increased to $86.43B as of May 10, 2026 from $77.10B at August 31, 2025.
• · Cash and cash equivalents rose to $18.95B from $14.16B at fiscal year-end.
• · Long-term debt was relatively flat at $5.67B vs $5.71B at fiscal year-end.
• · Operating cash flow for the first 36 weeks was $11.13B, up from $9.47B in the prior year period.
• · Capital expenditures for the first 36 weeks were $4.23B, up from $3.53B year-over-year.
• · Share repurchases in the first 36 weeks totaled $603M, down from $623M in the prior year period.
• · Dividend payments in the first 36 weeks increased to $1.15B from $1.03B.
• · Net sales for the first 36 weeks increased 9.6% to $203.37B from $185.48B.
• · Net income for the first 36 weeks was $6.23B ($14.01 diluted EPS) vs $5.49B ($12.34 diluted EPS).
• · The company operates in 15 countries with 931 warehouses total.
• · E-commerce sites operate in 9 countries/regions including the U.S., Canada, U.K., Mexico, Korea, Taiwan, Japan, Australia, and China.
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28-05-2026

Dell Technologies reported record Q1 FY27 revenue of $43.8B, up 88% YoY, driven by a 181% surge in Infrastructure Solutions Group (ISG) revenue to $29.0B, including AI-optimized server revenue of $16.1B (up 757%). However, services revenue declined 1% YoY to $5.7B, and the company's diluted share count fell 7% to 656M, boosting EPS growth. The company raised its full-year revenue outlook to $167B at the midpoint, up nearly 50% YoY, but GAAP operating margin contracted to 8.3% from 5.0% a year ago.

• · GAAP gross margin declined to 17.8% of revenue from 21.1% a year ago, reflecting product mix shift toward lower-margin AI servers.
• · ISG operating income margin improved to 10.5% from 9.7% YoY, while CSG operating margin rose to 8.0% from 5.2%.
• · Total assets grew to $114.9B from $101.3B at the end of FY26, driven by a $8.3B increase in accounts receivable and a $4.6B rise in inventories.
• · Accounts payable surged to $45.3B from $33.6B, indicating increased supplier financing.
• · Share repurchases totaled $1.6B in Q1, down from $2.0B in the prior-year quarter.
• · Capital expenditures and capitalized software development costs rose to $963M from $568M YoY.
• · The company's effective income tax rate increased to 12.9% from 10.9% YoY.
• · Long-term debt remained relatively flat at $23.6B, while short-term debt decreased to $7.6B from $8.0B.

28-05-2026

Ellington Financial Inc. issued a press release on May 27, 2026, disclosing its estimated book value per share of common stock as of April 30, 2026. The filing is a Regulation FD disclosure and does not include any specific financial figures or comparisons.

• · The estimated book value per share is as of April 30, 2026.
• · The press release is furnished as Exhibit 99.1 and is incorporated by reference.
• · The filing is not deemed 'filed' under Section 18 of the Exchange Act.

28-05-2026

El Pollo Loco Holdings, Inc. announced on May 28, 2026 that its Board of Directors approved a share repurchase program authorizing the repurchase of up to $40,000,000 of the Company's common stock. The program has an open-ended term and allows repurchases through open market, block trades, or privately negotiated transactions, with timing and amount at management's discretion based on market conditions and other factors.

• · The Repurchase Program has an open-ended term and may be expanded, modified, suspended, or discontinued at any time.
• · The Company may establish one or more Rule 10b5-1 plans for repurchases under the program.
• · The program does not obligate the Company to acquire any particular number of shares.

28-05-2026

Ferrellgas Partners, L.P. announced board updates and succession planning developments, including the appointment of Andrew Safran to the Board and Pamela A. Breuckmann as Vice Chair, effective May 21-22, 2026. The company also highlighted recent financial achievements such as the renewal of its Credit Agreement, refinancing of Senior Notes due 2026, and conversion of all outstanding Class B Units into Class A Units, which have improved financial flexibility and simplified the capital structure. No negative or flat financial metrics were disclosed in this filing.

• · Ferrellgas serves propane customers in all 50 states, the District of Columbia, and Puerto Rico.
• · The company filed its Annual Report on Form 10-K for fiscal year ended July 31, 2025, on October 15, 2025.
• · Jim Ferrell has led the company since 1965, transforming it from a small local operation into a Fortune 1000 company.
• · Andrew Safran brings over 30 years of investment banking and private equity experience in natural resources and energy infrastructure.

28-05-2026

Beeline Holdings, Inc. (BLNE) disclosed on May 28, 2026 that Board member Eric Finnsson resigned effective June 30, 2026, reducing the Board from six to five directors. The resignation was not due to any disagreement with the company on operations, policies, or practices. With the departure of a director who was part of the legacy Eastside board brought in post-October 2024 merger to aid integration, the transition suggests the company is moving to a leaner governance structure.

• · Eric Finnsson was a member of the Eastside Board of Directors prior to the October 2024 merger.
• · The Company believed it was important to maintain an additional director position to facilitate the integration process.
• · The resignation is effective June 30, 2026, and the filing was made on May 28, 2026.

28-05-2026

Isabella Bank Corporation announced a second quarter cash dividend of $0.28 per common share, payable on June 30, 2026 to shareholders of record as of June 26, 2026. The dividend was declared by the Board of Directors on May 28, 2026. No prior period comparison or other financial metrics were provided in this filing.

• · Dividend payable on June 30, 2026
• · Record date is June 26, 2026
• · No prior dividend amount or comparison provided in this filing

28-05-2026

Educational Development Corporation filed its definitive proxy statement (DEF 14A) on May 28, 2026, for the 2026 Annual Meeting of Shareholders scheduled for July 8, 2026. The meeting will include the election of two Class I directors (Bradley V. Stoots and Steven G. Hooser), ratification of HoganTaylor LLP as independent auditor for FY ending February 28, 2027, and an advisory vote on executive compensation. As of the record date of May 19, 2026, there were 8,511,364 shares of common stock outstanding.

• · The Board of Directors has temporarily set the number of directors at five.
• · Class I directors serve a three-year term expiring at the 2029 annual meeting.
• · Cumulative voting is authorized for the election of directors.
• · A majority of outstanding shares is required for a quorum.
• · Abstentions count as present for quorum but have no effect on director elections; however, for auditor ratification, abstentions have the same effect as votes against.
• · The company uses the SEC's Notice and Access model to reduce mailing costs and environmental impact.
• · Proxy materials are available at www.edcpub.com.
• · The annual report for FY ended February 28, 2026, is available online.

28-05-2026

ClearSign Technologies suspended and terminated its ATM prospectus supplement filed on July 17, 2025, which allowed for the sale of up to $10.39 million in common stock. No shares had been sold under the ATM Agreement prior to suspension, and the full $10.39 million remained available. The ATM Agreement itself remains in effect, but no sales will occur until a new prospectus supplement is filed.

• · The ATM Agreement was originally dated July 17, 2025, and the related prospectus supplement was filed on the same date.
• · The shelf registration statement (Form S-3, File No. 333-288736) became effective on July 28, 2025.
• · The ATM Agreement remains in full force and effect despite the suspension of sales and termination of the prospectus supplement.

28-05-2026

ARMOUR Residential REIT, Inc. announced a cash dividend of $0.24 per share for its common stock for June 2026, payable on June 29, 2026 to holders of record on June 15, 2026. The filing provides no comparative data or financial performance metrics, so no period-over-period analysis is possible.

• · Dividend record date: June 15, 2026
• · Dividend payment date: June 29, 2026
• · Filing includes a press release (Exhibit 99.1) and an inline XBRL cover page (Exhibit 104)
• · No prior period dividend amount or comparison provided in this filing

28-05-2026

Celsius Holdings held its 2026 Annual Meeting on May 28, 2026, where all 10 director nominees were elected, the say-on-pay resolution was approved, and Ernst & Young LLP was ratified as the independent auditor for fiscal 2026. All proposals passed with strong shareholder support, though broker non-votes were significant (approximately 33.99 million shares) for the director elections and say-on-pay.

• · All 10 director nominees received votes for ranging from 150,258,273 (Christy Jacoby) to 156,065,392 (Hal Kravitz).
• · The say-on-pay proposal passed with 152,191,085 votes for, 4,591,285 against, and 321,348 abstentions.
• · Ratification of Ernst & Young LLP received overwhelming support: 190,729,091 votes for, 199,278 against, and 162,300 abstentions (no broker non-votes).
• · Broker non-votes totaled 33,986,950 for each director election and the say-on-pay proposal, representing about 15% of total shares outstanding (based on typical float).
• · The annual meeting was held on May 28, 2026, and the definitive proxy statement was filed on April 14, 2026.

28-05-2026

Stifel Financial Corp. disclosed selected operating results for April 30, 2026, via a press release on May 28, 2026, filed under Regulation FD. The filing does not include specific financial figures, so no performance trends can be assessed.

• · The press release was furnished under Item 7.01 (Regulation FD) and is not deemed filed for SEC liability purposes.
• · The filing includes Exhibit 99.1 (press release) and a Cover Page Interactive Data File (Inline XBRL).
• · The report was signed by CFO James M. Marischen.

28-05-2026

KKR & Co. Inc. reconvened its special meeting of stockholders on May 21, 2026, to vote on Proposal 1 to eliminate the supermajority voting requirement for amending certain charter provisions. While the proposal received 97.83% of votes cast in favor (86.60% of outstanding shares), a quorum of 90% of outstanding common stock (802,395,805 shares) was not present, so the proposal was not submitted to a vote and the meeting was concluded without further adjournment. Proposals 2, 3, and 4 had already been approved at the April 21, 2026 special meeting.

• · Proposals 2, 3, and 4 were approved at the April 21, 2026 special meeting.
• · The special meeting was originally convened on April 21, 2026 and adjourned with respect to Proposal 1.
• · The Series I preferred stockholder also supported Proposal 1.
• · The Reconvened Special Meeting was not further adjourned after failing to achieve quorum.

28-05-2026

SentinelOne reported Q1 FY2027 results with revenue growing 21% YoY to $277M and ARR accelerating to 23% YoY growth to $1.163B, driven by record net new ARR. However, GAAP gross margin declined to 72% from 75% and operating cash flow margin fell to 14% from 23%, while the company raised its non-GAAP operating income outlook for FY2027.

• · Emerging solutions reached half of total company ARR for the first time.
• · GAAP net loss margin improved significantly from (91)% to (28)% YoY.
• · Non-GAAP diluted EPS guidance for Q2 FY2027 is $0.06 - $0.08; for FY2027 is $0.32 - $0.38.
• · Non-GAAP tax rate adopted at 17% for current and future reporting periods.
• · Cash, cash equivalents, and investments stood at $812M as of April 30, 2026.
• · The company raised its non-GAAP operating income outlook for FY2027 to $115M - $125M.

28-05-2026

The Hershey Company announced the appointment of Mitchell Arends as Chief Supply Chain Officer, effective June 22, 2026, succeeding Jason Reiman who is retiring after a 30-year career. Reiman will remain through April 2027 to ensure a smooth transition. Arends brings over 25 years of supply chain leadership from UTZ Brands and Kraft Heinz, and will focus on accelerating digital integration and automation.

• · Arends previously served as EVP, Principal Operating Officer, and Chief Integrated Supply Chain Officer at UTZ Brands with full operational accountability for a $1.5B business.
• · Prior to UTZ, Arends was Chief Supply Chain Officer of North America at Kraft Heinz, responsible for a $22B supply chain.
• · Reiman joined Hershey as an intern and built a career spanning the full breadth of the supply chain over 30 years.
• · Reiman's contributions include bringing core capacity and expanded confection capabilities in-house, standing up two fully digitally integrated manufacturing facilities, and building the salty snacks network that is now 80% insourced.
• · Hershey generates more than $11.7 billion in annual revenues with over 20,000 employees worldwide across more than 85 brands in approximately 65 countries.

28-05-2026

Ambarella reported Q1 FY2027 revenue of $100.4M, up 16.9% YoY from $85.9M, driven by record automotive revenue and strong edge AI demand. However, GAAP gross margin declined to 58.4% from 60.0% YoY, and the company posted a GAAP net loss of $18.1M (improved from a $24.3M loss a year ago). Non-GAAP net profit rose to $5.0M ($0.11 per diluted share) from $3.0M ($0.07). The company guided Q2 FY2027 revenue between $105.0M and $111.0M, with non-GAAP gross margin of 59.0%-60.5% and non-GAAP operating expenses of $56.0M-$59.0M. Cash and equivalents fell to $277.8M from $312.6M in the prior quarter, and the board authorized a new $50.0M share repurchase program.

• · GAAP gross margin declined to 58.4% from 60.0% YoY; non-GAAP gross margin fell to 59.9% from 62.0% YoY.
• · Cash and marketable securities dropped 11.1% sequentially to $277.8M from $312.6M.
• · Inventories increased sharply to $80.4M from $52.2M in the prior quarter.
• · GAAP operating expenses rose slightly to $78.0M from $77.4M YoY, with R&D declining to $58.1M from $58.8M.
• · Stock-based compensation totaled $21.9M in Q1 FY2027, down from $26.1M a year ago.
• · The company repurchased 47,798 shares for $2.4M in Q1 FY2027.
• · Board authorized a new $50.0M repurchase program through June 30, 2027, starting after the existing program expires on June 30, 2026.
• · Q2 FY2027 guidance: revenue $105.0M-$111.0M, non-GAAP gross margin 59.0%-60.5%, non-GAAP operating expenses $56.0M-$59.0M.
• · Installed base of more than 46 million AI SoC units.

28-05-2026

Massimo Group held its 2026 annual meeting on May 27, 2026, with 85.07% of eligible shares voted. Stockholders elected all four director nominees, ratified HHL LLP as independent auditors, approved executive compensation on an advisory basis, and voted for a one-year frequency for future advisory votes on executive compensation.

• · All four director nominees were elected with strong support: David Shan (32,516,659 for), Paolo Pietrogrande (32,502,067 for), Mark Sheffield (32,515,544 for), Ting Zhu (32,515,589 for).
• · Ratification of HHL LLP as independent auditors passed with 35,216,134 for, 12,298 against, and 195,681 abstentions.
• · Advisory approval of executive compensation received 32,503,896 for, 37,206 against, and 28,899 abstentions.
• · Advisory vote on frequency of future executive compensation votes favored 'One Year' with 32,552,858 votes, versus 3,817 for 'Two Years' and 7,932 for 'Three Years'.
• · Broker non-votes totaled 2,854,112 on director elections and the executive compensation proposal.

28-05-2026

Hexcel Corporation redeemed all $400 million of its outstanding 3.950% Senior Notes due 2027 on May 28, 2026, using net proceeds from a new $400 million issuance of 4.900% Senior Notes due 2031 and cash on hand. This refinancing extends the company's debt maturity profile by four years but at a higher coupon rate (4.900% vs. 3.950%).

• · The 2027 Notes were originally issued under an Indenture dated August 3, 2015, as supplemented by a Second Supplemental Indenture dated February 16, 2017.
• · The redemption was funded with net proceeds from the new notes issuance plus cash on hand.
• · The new notes have a maturity of 2031, extending the debt maturity by four years compared to the 2027 notes.

28-05-2026

CleanCore Solutions, Inc. (ZONE) announced the resignation of David Enholm from the Board of Directors effective May 21, 2026, though he remains CFO. The Board simultaneously appointed CEO Tyler Hassen to fill the vacancy, effective immediately.

• · Mr. Enholm's resignation was not due to any disagreement with the company on operations, policies, or practices.
• · Tyler Hassen, age 43, has served as CEO since March 16, 2026.
• · Mr. Hassen founded Stable Crest Holdings in November 2025 and previously held roles at Basin Holdings and Morgan Stanley.
• · Mr. Hassen holds an undergraduate degree from Princeton University.
• · No arrangements or understandings exist between Mr. Hassen and any other person regarding his director selection.
• · No family relationships exist between Mr. Hassen and any other director or executive officer.
• · No reportable transactions under Item 404(a) of Regulation S-K.

28-05-2026

T. Rowe Price OHA Select Private Credit Fund declared May 2026 regular distributions of $0.2000 gross per share for Class I, S, and D common shares, with net distributions after fees ranging from $0.1815 (Class S) to $0.2000 (Class I). As of April 30, 2026, the fund reported aggregate NAV of $1,625.2 million and NAV per share of $26.10, with a debt-to-equity ratio of 0.91x. The fund continues its continuous offering of up to $2.5 billion in shares, having issued approximately 61.1 million total shares for $1,666.4 million through May 1, 2026.

• · The debt-to-equity ratio of the fund is approximately 0.91 times as of April 30, 2026, with $1,478.6 million in principal debt outstanding against $1,625.2 million in NAV.
• · Regular distributions are payable on or about June 30, 2026 to shareholders of record as of May 29, 2026.
• · The fund continues selling shares on a monthly basis in its continuous offering of up to $2.5 billion; the issuance data through May 1, 2026 excludes distribution reinvestment plan shares.
• · The registrant is an emerging growth company and has elected not to use the extended transition period for complying with new or revised financial accounting standards.

28-05-2026

Edgemode, Inc. (EDGM) reported a net loss of $5.7M for Q1 2026, a significant improvement from a $20.9M loss in Q1 2025, driven by a $9.7M gain from the change in fair value of derivatives and a $12.9M non-cash acquisition expense. However, operating cash flow turned negative at -$571,920 versus positive $74,858 in the prior year, and total liabilities remain high at $9.8M, though down from $20.1M at year-end 2025. The company's accumulated deficit widened to $70.8M, and stockholders' equity improved to -$7.8M from -$18.8M, reflecting continued reliance on debt and equity financing.

• · Total assets increased 50% from $1.28M to $1.91M, primarily due to $932,827 in construction in progress and a new $106,359 right-of-use asset.
• · The company issued 400 million common shares for the exchange of options, with no net impact on equity.
• · A $12.9M acquisition expense was recorded in Q1 2026, related to common stock options issued for a joint venture.
• · Derivative liabilities decreased sharply from $15.4M to $3.96M, partly due to $2.57M in relief of warrant derivative liability upon exercise of warrants.
• · Operating cash flow worsened from +$74,858 in Q1 2025 to -$571,920 in Q1 2026.
• · Weighted average shares outstanding surged 697% to 3.11 billion, reflecting massive dilution.
• · The company had no revenue reported for either period.
• · A new operating lease was established with a weighted average discount rate of 7.9% and a remaining term of 1.11 years.
• · Non-controlling interest of -$69,162 was recorded for the first time, related to the joint venture.

28-05-2026

Celularity Inc. entered into a Settlement Agreement with Helena Global Investment Opportunities 1 Ltd to resolve existing claims, including defaults and breaches under prior transaction documents. The settlement requires Celularity to pay $500,000 in cash at closing, plus $500,000 in five monthly installments of $100,000 each, and assign a $2,500,000 promissory note from NEXGEL, Inc. to the Holder. The agreement restructures obligations and secures them under an amended Security Agreement, with the Holder retaining a security interest until all conditions are met.

• · The settlement resolves Triggering Events, Events of Default, breaches, and claims for liquidated damages, accrued dividends, default interest, redemption amounts, and prepayment amounts.
• · The NEXGEL Note assignment is absolute and unconditional, not subject to revocation even if the Conditional Release fails.
• · The Security Agreement remains in full force and effect until all Release Conditions are satisfied, including full payment of the Cash Payment and all Installment Payments.
• · Failure to pay any Installment Payment on time constitutes an immediate Event of Default without notice or cure period.
• · The Company represents it is solvent as of the Effective Date and expects to pay its debts as they become due.

28-05-2026

TPG Twin Brook Capital Income Fund declared May 2026 distributions across its three share classes, with gross distributions of $0.2000 per share for all classes, resulting in net distributions of $0.2000 (Class I), $0.1818 (Class S), and $0.1947 (Class D) after shareholder servicing fees. The company reported an aggregate NAV of $2.6B as of April 30, 2026, with a fair value investment portfolio of $4.6B and debt of $2.1B, giving a debt-to-equity ratio of 0.80x. The continuous offering has raised $2.614B through May 1, 2026, representing just over half of the $5.0B maximum offering amount.

• · NAV per share was identical at $25.2149 for all three classes as of April 30, 2026.
• · Distributions record date is May 29, 2026, payable on or about June 26, 2026.
• · Shareholder servicing fee for Class S is $0.0182 per share and for Class D is $0.0053 per share; Class I has no servicing fee.
• · The offering has raised $2,614.0M (52.3% of the $5.0B maximum) through May 1, 2026.

28-05-2026

Pelthos Therapeutics Inc. filed an 8-K on May 28, 2026, announcing that CEO Scott Plesha will present and participate in one-on-one investor meetings at the 2026 Jefferies Global Healthcare Conference on June 4, 2026 in New York. The filing includes a press release and a company presentation, but contains no financial results or material operational updates.

• · The filing is a Regulation FD Disclosure (Items 7.01 and 9.01) and does not contain financial statements.
• · The company is an emerging growth company and has not elected the extended transition period for complying with new financial accounting standards.
• · The presentation (Exhibit 99.2) contains forward-looking statements with risk factors including limited operating history, ability to commercialize products, and ability to secure financing.

28-05-2026

RELMADA THERAPEUTICS, INC. filed a Certificate of Amendment to its Articles of Incorporation with the Nevada Secretary of State on May 28, 2026, increasing authorized common shares from an unspecified prior amount to 200,000,000 shares with a par value of $0.001 per share. The amendment was approved by 62.04% of voting stockholders. No other material changes were disclosed.

• · The amendment was filed under NRS 78.385 and 78.390 (after issuance of stock).
• · No stock had been issued prior to the amendment (per Section 2 check).
• · The effective date and time were not specified (optional).

28-05-2026

Cellectar Biosciences filed a definitive proxy statement (DEF 14A) for its 2026 Annual Meeting to be held on July 7, 2026. The meeting will include votes on electing two Class III directors, increasing shares under the 2021 Stock Incentive Plan by 2,000,000 shares, ratifying Deloitte as auditor, an advisory vote on executive compensation, and approving the exercise of warrants for up to 39,618,078 shares. The record date is May 19, 2026, with 7,991,812 shares outstanding.

• · The annual meeting will be held virtually on July 7, 2026 at 10:00 AM local time.
• · Stockholders of record as of May 19, 2026 are entitled to vote.
• · The board recommends voting FOR all proposals.
• · Proposal 5 seeks approval to exercise warrants for up to 39,618,078 shares of common stock.
• · Proposal 6 is an adjournment proposal to solicit additional proxies if needed for Proposal 5.

28-05-2026

Global Business Travel Group, Inc. (GBTG) has entered into a definitive merger agreement with Gaia Purchaser, Inc. (Parent) and Gaia Merger Sub, Inc., both formed by Long Lake Management Holdings Inc., under which GBTG stockholders will receive $9.50 per share in cash. The transaction has been unanimously recommended by a Special Committee of independent directors and the full Board, and is subject to stockholder approval at a special meeting. Key stockholders representing a significant portion of outstanding shares have already agreed to vote in favor via voting agreements.

• · The Merger Agreement was signed on May 2, 2026.
• · The special meeting will be held virtually on a date to be determined in 2026.
• · Stockholders have appraisal rights under Delaware law if they do not vote in favor and comply with DGCL Section 262.
• · The record date for the special meeting is to be determined.
• · Voting agreements cover shares of American Express International, Inc., EG Corporate Travel Holdings LLC, QIA Retail Holding LLC, and BR Investors Juweel, L.P.
• · The Board recommends voting FOR the Merger Proposal, the Advisory Compensation Proposal, and the Adjournment Proposal.

28-05-2026

Kosmos Energy Ltd. held its 2026 Annual Meeting of Stockholders on May 28, 2026, with 73.15% of shares represented. Stockholders elected two Class I directors (Andrew G. Inglis and Maria Moraeus Hanssen) to three-year terms, ratified Ernst & Young LLP as independent auditor, approved executive compensation on a non-binding advisory basis, and approved an amendment to the Long Term Incentive Plan. All proposals passed, though Maria Moraeus Hanssen received a notable 8.3% of votes against her election.

• · Andrew G. Inglis received 330,744,174 votes for and 8,744,193 against, with 1,518,978 abstentions and 92,923,932 broker non-votes.
• · Maria Moraeus Hanssen received 311,320,495 votes for and 28,147,991 against, with 1,538,859 abstentions and 92,923,932 broker non-votes.
• · Ratification of Ernst & Young LLP passed with 418,283,107 votes for, 14,081,268 against, and 1,566,902 abstentions.
• · Advisory vote on executive compensation passed with 328,035,642 votes for, 10,098,952 against, 2,872,751 abstentions, and 92,923,932 broker non-votes.
• · Amendment to Long Term Incentive Plan passed with 334,006,608 votes for, 4,222,119 against, 2,778,618 abstentions, and 92,923,932 broker non-votes.

28-05-2026

Translational Development Acquisition Corp. filed definitive additional proxy materials (DEFA14A) on May 28, 2026, soliciting shareholder votes for three proposals at an extraordinary general meeting scheduled for June 17, 2026. The proposals include extending the deadline to consummate a business combination up to twelve times from June 24, 2026 to June 24, 2027 (Extension Amendment Proposal), amending the trust agreement to allow such extensions with a deposit of the lesser of $200,000 or $0.03 per outstanding public share per month, and an adjournment proposal if needed. The board recommends voting 'FOR' all proposals, but the filing does not disclose current vote tallies or indicate whether sufficient votes have been secured, leaving uncertainty about shareholder support.

• · The extraordinary general meeting will be held virtually on June 17, 2026 at 10:00 a.m. Eastern Time.
• · Proxy materials were made available online at https://www.cstproxy.com/tdac/2026.
• · Internet voting must be completed by 11:59 p.m. Eastern Time on June 16, 2026.
• · The Extension Amendment requires a special resolution to amend the company's charter.
• · The Trust Agreement Amendment allows the company to deposit a promissory note (non-interest bearing, unsecured) in exchange for the extension payment.
• · The Adjournment Proposal is conditional on insufficient votes to approve the other proposals.

28-05-2026

Electro-Sensors Inc. (ELSE) is being acquired by steute Industrial Controls, Inc. through a merger valued at $7.75 per share in cash. The merger was approved by a unanimous board and is supported by voting agreements from certain shareholders representing a significant portion of shares. The transaction is subject to shareholder approval and other customary closing conditions, with no specific financial period or performance comparisons provided in the filing.

• · The merger agreement was dated April 20, 2026.
• · Merger Sub is a wholly owned subsidiary of Parent (Steute Industrial Controls, Inc.).
• · Each share of common stock of Merger Sub will convert into one share of common stock of the surviving corporation.
• · Dissenting shares and cancelled shares do not receive the merger consideration.
• · The Company Board unanimously determined the merger is advisable and in the best interests of shareholders.
• · Support Shareholders (listed on Exhibit A) entered into voting agreements to vote shares in favor of the adoption of the agreement.
• · The filing incorporates by reference prior SEC filings including 10-K for the quarter ended March 31, 2026, and Forms 8-K filed in April 2026.

28-05-2026

Piedmont Operating Partnership, LP, the borrower, and Piedmont Realty Trust, Inc. (PDM) entered into Amendment No. 4 to their Term Loan Agreement, securing an additional $75 million in term loans from Morgan Stanley Bank, N.A. (New Lender) and six increasing lenders, including JPMorgan Chase, Bank of America, and Wells Fargo. The amendment also extends the maturity date of the existing loans. The transaction closed on May 28, 2026, and the company represented that no event of default exists.

• · The amendment modifies the Credit Agreement originally dated January 30, 2024, which had been amended three times previously (May 2024, February 2025, September 2025).
• · The new loans are part of the same tranche and rank pari passu with existing loans.
• · Conditions to effectiveness included delivery of legal opinions from King & Spalding LLP and Venable LLP, a secretary's certificate, and compliance certificates demonstrating no default.
• · The company also reaffirmed its facility guaranty as part of the amendment.

28-05-2026

Dennis J. Wilson and affiliated entities filed Amendment No. 22 to their Schedule 13D, reporting aggregate beneficial ownership of 9,904,856 shares (8.7% of lululemon athletica inc. common stock). The filing discloses a Cooperation Agreement with the company dated May 26, 2026, under which lululemon agreed to appoint Laura Gentile and Marc Maurer as independent directors, add a new independent director with apparel expertise by October 1, 2026, and recommend declassification of the board for annual director elections starting in 2028. The agreement also includes a $4 million payment to the Reporting Persons for Kitsilano Beach betterment, quarterly meetings with management, and a standstill provision. However, the number of shares beneficially owned by the Reporting Persons has not changed since the prior amendment on May 20, 2026, indicating no additional accumulation.

• · The JFSA (Joint Filing and Solicitation Agreement) was terminated on May 26, 2026, and Laura Gentile, Eric Hirshberg, and Marc Maurer ceased to be Reporting Persons.
• · The Cooperation Agreement includes a standstill provision and mutual non-disparagement clause.
• · The board will be increased in size to accommodate the new appointees.
• · One additional incumbent director will not stand for reelection at the 2027 Annual Meeting.
• · The Cooperation Agreement terminates 30 days before the 2028 annual meeting director nomination deadline.
• · The Reporting Persons entered into a new Joint Filing Agreement on May 28, 2026.

28-05-2026

Thermon Group Holdings, Inc. (THR) held a special meeting on May 27, 2026, where stockholders overwhelmingly approved the merger proposal with CECO Environmental Corp., with 28,766,607 votes for, 3,169 against, and 3,102 abstaining. The advisory vote on executive compensation related to the merger was also approved, with 28,484,838 votes for, 249,056 against, and 38,984 abstaining. The adjournment proposal was rendered moot and not voted upon. The merger remains subject to other closing conditions.

• · The merger consideration offers three election options: mixed (0.6840 CECO shares + $10.00 cash), all-cash ($63.89 per share), or all-stock (0.8110 CECO shares per share).
• · The merger agreement involves two sequential mergers: first, Merger Sub Inc. merges into Thermon, making Thermon a wholly-owned subsidiary of CECO; second, the surviving corporation merges into Merger Sub LLC.
• · The joint proxy statement/prospectus was dated April 23, 2026, and the related S-4 registration statement was declared effective by the SEC on April 22, 2026.
• · The closing of the mergers remains subject to satisfaction or waiver of remaining conditions in the Merger Agreement.

28-05-2026

United States 12 Month Natural Gas Fund, LP (UNL) filed an 8-K on May 28, 2026, disclosing its monthly account statement for April 30, 2026, as required by Rule 4.22 of the Commodity Exchange Act. The statement includes a Statement of Income (Loss) and Statement of Changes in Net Asset Value, furnished as Exhibit 99.1 and available on the company's website. No specific financial figures or performance metrics were provided in the filing itself, limiting the ability to assess fund performance.

• · The monthly account statement is for the month ended April 30, 2026.
• · The statement is furnished as Exhibit 99.1 and is also available on the Registrant's website at www.uscfinvestments.com.
• · The information is furnished under Item 7.01 (Regulation FD Disclosure) and is not deemed 'filed' for SEC liability purposes.

28-05-2026

United States 12 Month Oil Fund, LP (USL) filed a Form 8-K on May 28, 2026, disclosing its monthly account statement for April 2026, as required under Rule 4.22 of the Commodity Exchange Act. The statement includes a Statement of Income (Loss) and a Statement of Changes in Net Asset Value, and is available on the company's website. No financial figures or performance metrics were provided in the filing itself.

• · The monthly account statement covers the month ended April 30, 2026.
• · The statement is furnished as Exhibit 99.1 and is also available at www.uscfinvestments.com.
• · The information is furnished under Regulation FD and is not deemed filed for Section 18 liability purposes.

28-05-2026

United States Commodity Index Funds Trust (CPER) filed an 8-K on May 28, 2026, furnishing monthly account statements for April 2026 under Regulation FD. The statements include income and changes in net asset value for USCI and CPER funds, available on the company's website. No financial figures are disclosed in the filing itself.

• · The monthly account statements are for the month ended April 30, 2026.
• · The statements are furnished as Exhibit 99.1 and are not deemed filed under the Exchange Act.
• · The filing is made pursuant to Rule 4.22 under the Commodity Exchange Act.