S&P 500 Consumer Staples Sector SEC Filings — June 10, 2026

10-06-2026

Paramount Skydance Corporation (PSKY) announced on June 9, 2026, that the Australian Competition and Consumer Commission (ACCC) has approved its pending merger with Warner Bros. Discovery (WBD), subject to a 14-day waiting period expiring June 23, 2026. Additionally, the New Zealand Commerce Commission indicated it will not consider the merger further, and approvals have been received from competition authorities in Saudi Arabia, Ukraine, Serbia, and North Macedonia, as well as foreign investment authorities in Germany, Slovenia, Belgium, Czechia, New Zealand, Italy, France, and Romania. However, the merger remains subject to other closing conditions and regulatory clearances, and the company warns that material risks—including failure to obtain remaining antitrust approvals, integration challenges, substantial debt, and ongoing litigation—could cause actual results to differ materially from forward-looking statements.

• · Australian ACCC concluded the merger is unlikely to substantially lessen competition in wholesale film supply for theatrical release in Australia.
• · ACCC noted the merged entity would continue to be constrained by other film studios post-acquisition and that Paramount and Warner Bros. are not particularly close competitors.
• · New Zealand Commerce Commission informed PSKY on June 5, 2026, that it does not intend to consider the merger further under its voluntary clearance regime.
• · Regulatory approvals obtained from Saudi Arabia, Ukraine, Serbia, North Macedonia (competition authorities) and from Germany, Slovenia, Belgium, Czechia, New Zealand, Italy, France, and Romania (foreign direct investment authorities).
• · The Merger Agreement was entered into on February 27, 2026, with Merger Sub merging into WBD, which will survive as a wholly owned subsidiary of PSKY.
• · The Australian waiting period is scheduled to expire at 10:00 a.m. Eastern Time on June 23, 2026.
• · Key risks highlighted include failure to obtain remaining regulatory clearances, integration difficulties, employee departures, stockholder litigation, substantial debt, and potential inability to deleverage as planned.

10-06-2026

Oracle reported record Q4 FY2026 total revenues of $19.2B, up 21% YoY, driven by 47% growth in cloud revenues to $9.9B, with cloud infrastructure (IaaS) surging 93% to $5.8B. However, software revenues declined 2% to $6.8B as customers continue migrating from on-premise software to the cloud. Remaining Performance Obligations (RPO) reached a record $638B, up 363% YoY, largely from large-scale AI contracts. GAAP EPS rose 21% to $1.45, while non-GAAP EPS increased 24% to $2.111. For FY2026, total revenues were $67.4B (up 17%), but free cash flow was negative $23.7B due to heavy cloud infrastructure investments. The company guided Q1 FY2027 total revenue growth of 27%-29% and raised FY2027 non-GAAP EPS guidance to $8.05.

• · Q4 GAAP operating income was $6.1B (up 20%), non-GAAP operating income was a record $8.6B (up 22%).
• · Q4 GAAP net income available to common shareholders was $4.2B (up 23%), non-GAAP net income was $6.2B (up 26%).
• · FY2026 GAAP operating income was $20.6B (up 17%), non-GAAP operating income was a record $28.9B (up 16%).
• · FY2026 GAAP net income available to common shareholders was $17.0B (up 36%), non-GAAP net income was $22.2B (up 29%).
• · FY2026 operating cash flow was a record $32.0B (up 54%), but free cash flow was negative $23.7B due to cloud infrastructure investments.
• · RPO grew $85B sequentially from Q3 to Q4, reaching $638B.
• · Prepaid and customer-supplied hardware portions of large AI contracts total $75B, reducing Oracle's capital needs.
• · Oracle raised $43B in debt and $5B in equity in FY2026; expects ~$40B in debt/equity in FY2027 including $20B at-the-market equity issuance.
• · Oracle does not expect to issue additional debt in calendar year 2026.
• · Q1 FY2027 guidance: total revenue growth 27%-29%, cloud revenue growth 58%-64% USD, non-GAAP EPS $1.72-$1.76 USD.
• · FY2027 guidance: total revenue $90B (confirmed), non-GAAP EPS raised to $8.05 (18% growth adjusted).
• · Oracle Multicloud AI Database grew 404% in Q4.
• · Oracle Health expected to grow to double-digits in FY2027 with new AI patient care management system.
• · Quarterly dividend of $0.50 per share declared, payable July 24, 2026 to holders of record July 10, 2026.
• · Excluding one-time investment gains, Q4 non-GAAP EPS would be $2.03 (up 20% USD) and FY2026 non-GAAP EPS would be $6.83 (up 13% USD).

10-06-2026

Industrial Logistics Properties Trust (ILPT) held its 2026 annual meeting on June 9, 2026, where all seven trustee nominees were elected, and shareholders voted in favor of an annual non-binding advisory vote on executive compensation. The Board also expanded from seven to eight members and elected Elena B. Poptodorova as an Independent Trustee, effective immediately. While all director nominees received majority support, Lisa Harris Jones and Adam Portnoy each received over 8.3 million withhold votes (approximately 29% of votes cast), indicating notable shareholder dissent.

• · The Board increased its size from seven to eight members to accommodate the new trustee.
• · Elena B. Poptodorova was appointed to the Audit, Compensation, and Nominating and Governance Committees.
• · Ms. Poptodorova has served as a trustee of Office Properties Income Trust since 2017 and previously served as a director of TravelCenters of America Inc. until its acquisition by BP in May 2023.
• · She was the Bulgarian ambassador to the United States from 2002-2008 and 2010-2016.
• · The company entered into an indemnification agreement with Ms. Poptodorova on substantially the same terms as with other trustees and executive officers.
• · Broker non-votes totaled 21,001,576 on all director elections and advisory proposals (except auditor ratification).
• · The auditor ratification received 49,402,172 For votes with only 255,510 Against and 47,959 Abstain, and no broker non-votes.
• · The Board determined to hold an annual non-binding advisory vote on executive compensation, consistent with the shareholder vote.

10-06-2026

Toyota Motor Corp reported total vehicle sales of 9,595,000 units for the fiscal year ended March 31, 2026, up 2.5% from 9,362,000 units in the prior year, driven by strong growth in North America (+8.5%) and Japan (+4.6%). However, sales in Asia declined 4.3% to 1,759,000 units, and the 'Other' region slipped 1.3% to 1,637,000 units. Operating income decreased by ¥1,029,300 million year-over-year, primarily due to a ¥2,030,000 million increase in expenses, partially offset by ¥710,000 million in marketing gains.

• · Toyota's Japan market share (excluding mini-vehicles) was 50.9% in FY26, up from 50.4% in FY25 but down from 51.8% in FY24.
• · In North America, Toyota's market share rose to 15.1% in calendar 2025 from 14.4% in 2024 and 14.3% in 2023.
• · In Europe, Toyota's market share slipped to 6.6% in calendar 2025 from 6.8% in 2024.
• · In Asia (excluding China), Toyota's market share was 13.0% in calendar 2025, down from 13.1% in 2024.
• · Capital expenditures included ¥1,915.2 billion in Japan by Toyota Motor Corporation, ¥730.6 billion for Toyota Battery Manufacturing in the U.S., and ¥7,032.5 billion for leased automobiles by Toyota Motor Credit Corporation.
• · Toyota holds a 90.00% ownership interest in Toyota Battery Manufacturing, Inc. and Toyota Motor Manufacturing Turkey Inc., and 86.43% in Toyota Motor Thailand Co., Ltd.
• · Toyota Woven City, a research and development facility, has only 8 employees.
• · The operating income decline of ¥1,029,300 million was driven by a ¥2,030,000 million increase in expenses, partially offset by ¥710,000 million in marketing efforts and ¥605,700 million in other gains.

10-06-2026

Elevance Health reaffirmed its full-year 2026 guidance, expecting at least $19.85 per diluted share in reported shareholders' earnings, including approximately $6.90 per diluted share of net unfavorable items. Excluding these items, the company maintains its outlook for adjusted shareholders' earnings of at least $26.75 per diluted share, and reaffirmed the full-year 2026 benefit expense ratio guidance of 90.2% plus or minus 50 basis points. No period-over-period comparisons or new financial results were provided in this filing.

10-06-2026

Allegiant Travel Company announced a private offering of $650 million aggregate principal amount of 7.125% Senior Secured Notes due 2031 at an offering price of 99.479% of par. The offering size was increased by $150 million from the previously announced $500 million. The notes are expected to be issued on June 24, 2026, subject to customary closing conditions.

• · The offering size was increased by $150M from the initially announced $500M to $650M.
• · The Notes are being offered at 99.479% of principal amount.
• · The offering is private, not registered under the Securities Act, relying on Rule 144A and Regulation S.
• · The Notes are expected to be issued on June 24, 2026.

10-06-2026

Mobix Labs, Inc. provided a business update on June 9, 2026, covering its potential acquisition of Vision Aerial (still in non-binding LOI stage), a corrective amendment to the Kips financing transaction, and plans for a July 2026 stockholder meeting to approve share issuances and charter amendments. The company also settled two lawsuits and reduced debt by approximately $3.74 million, but cautioned that no definitive agreements for the Vision Aerial acquisition or any financing have been reached, and stockholder approval remains uncertain.

• · The company expects to file a registration statement on Form S-1 to register approximately 3,300,000 shares for Kips and an aggregate of approximately 1,239,613 shares for five other selling stockholders.
• · The company has not yet filed preliminary or definitive proxy materials for the expected stockholder meeting.
• · The company's board of directors has not provided any assurance that the stockholder meeting will occur on the anticipated timeline or that proposals will be approved.
• · If stockholder approvals are not obtained, the company's ability to complete certain financing transactions, issue securities for acquisitions (including Vision Aerial), or implement corporate-governance and compensation-related matters may be limited.
• · The company has not entered into definitive agreements for any financing transactions; structures, terms, timing, size, pricing, investors, securities to be issued, and conditions are currently unknown.

10-06-2026

Rafael Holdings announced the completion of the last patient's final 96-week visit in the pivotal Phase 3 TransportNPC™ study evaluating Trappsol® Cyclo™ for Niemann-Pick Disease Type C. Topline data from the main cohort is expected in H2 2026, and the company has completed a pre-NDA meeting with the FDA, with an NDA submission anticipated in H2 2026. The FDA also acknowledged that the company's US Expanded Access Program can proceed.

• · The TransportNPC™ study is described as the most comprehensive, controlled pivotal study for NPC in terms of patient size, global footprint, duration, and clinical outcomes.
• · No serious adverse events considered related to the study drug were reported in the pediatric sub-study.
• · The company expects to transition into a commercial-stage biotechnology company upon NDA submission.
• · Data from the pediatric sub-study was presented at WORLDSymposium 2026.

10-06-2026

Clean Energy Fuels Corp. held its 2026 annual meeting on June 10, 2026, where shareholders elected six directors, ratified KPMG LLP as auditor for fiscal 2026, and approved executive compensation on an advisory basis. All proposals passed, but director Vincent C. Taormina received the lowest support with 121,729,822 votes for and 19,297,218 votes withheld, indicating notable shareholder dissent.

• · Proposal 1 (Director Election): Barclay F. Corbus received 136,166,617 votes for and 4,860,423 withheld; Stephen A. Scully: 135,985,465 for, 5,041,575 withheld; Lizabeth A. Ardisana: 129,826,504 for, 11,200,536 withheld; Patrick J. Ford: 135,796,184 for, 5,230,856 withheld; Andrew J. Littlefair: 128,500,030 for, 12,527,010 withheld; Vincent C. Taormina: 121,729,822 for, 19,297,218 withheld. Broker non-votes for each: 36,645,514.
• · Proposal 2 (Ratification of Auditor): 169,340,344 votes for, 7,321,152 against, 1,011,058 abstained, no broker non-votes.
• · Proposal 3 (Advisory Say-on-Pay): 128,202,518 votes for, 12,086,141 against, 738,381 abstained, 36,645,514 broker non-votes.
• · Vincent C. Taormina had the highest withheld votes (19,297,218) among directors, representing about 13.7% of votes cast (excluding broker non-votes).
• · Andrew J. Littlefair also had significant withheld votes (12,527,010), about 8.9% of votes cast.

10-06-2026

Surf Air Mobility Inc. filed a DEFA14A (definitive additional proxy materials) on June 10, 2026, providing supplemental soliciting materials related to its upcoming shareholder meeting. The filing contains no new financial data or operational metrics, only procedural proxy solicitation content.

• · Filing is a DEFA14A (definitive additional proxy materials) under SEC Rule 14a-12.
• · No fee was required for this filing.
• · The filing includes an embedded graphic image (likely a proxy card or voting instruction form).

10-06-2026

Wheels Up Experience Inc. held its 2026 Annual Meeting on June 9, 2026, with 92.6% of outstanding shares represented. Stockholders approved all four proposals, including the election of four Class II directors, advisory approval of executive compensation, ratification of Grant Thornton LLP as auditor, and an amendment to the 2021 Long-Term Incentive Plan to increase available shares from 3,007,484 to 6,757,484 (post-reverse split) and extend the plan termination date to March 31, 2036. The filing reflects routine governance actions with strong shareholder support, though broker non-votes were significant on certain proposals.

• · The 1-for-20 reverse stock split became effective after market close on April 24, 2026.
• · The LTIP Amendment was previously approved by the Board and Compensation Committee on March 31, 2026.
• · Broker non-votes totaled 39,845,045 shares on director elections, executive compensation, and the LTIP Amendment.
• · Ratification of Grant Thornton LLP received 544,018,799 votes for, 3,043,148 against, and 587,022 abstentions (no broker non-votes).
• · The LTIP termination date was extended to March 31, 2036.

10-06-2026

Eikon Therapeutics appointed Ma. Fatima D. Francisco as a Class I director effective June 15, 2026, with an annual retainer of $50,000 and an option to purchase 85,937 shares at $8.96 per share. No other material changes were disclosed.

• · Ms. Francisco will serve on the Compensation Committee.
• · Option vests in 48 equal monthly installments subject to continued service.
• · Ms. Francisco entered into standard indemnification agreement.
• · No arrangements or understandings with other persons regarding her selection.
• · No related person transactions required to be disclosed.

10-06-2026

Prelude Therapeutics held its 2026 Annual Meeting on June 9, 2026, where stockholders approved the election of three Class III directors (Krishna Vaddi, Paul Scherer, and Katina Dorton), ratified Ernst & Young LLP as the independent auditor for fiscal year 2026, and approved the advisory vote on executive compensation. All proposals passed with strong shareholder support, with the auditor ratification receiving over 99.9% of votes cast in favor.

• · Director Krishna Vaddi received 26,996,820 votes for and 55,937 withheld.
• · Director Paul Scherer received 25,532,267 votes for and 1,520,490 withheld.
• · Director Katina Dorton received 26,998,601 votes for and 54,156 withheld.
• · Ratification of Ernst & Young LLP: 31,841,080 for, 4,951 against, 5,742 abstaining.
• · Advisory vote on executive compensation: 26,869,142 for, 107,500 against, 76,115 abstaining.
• · Advisory vote on frequency of say-on-pay: 1 year received 26,877,941 votes (most favored).
• · Broker non-votes were 4,799,016 for director elections and the say-on-pay proposals, and 0 for auditor ratification.

10-06-2026

Molina Healthcare, Inc. announced that the Illinois Department of Healthcare and Family Services (HFS) intends to award a HealthChoice Illinois Medicaid Managed Care program contract to its Illinois health plan subsidiary, Molina Healthcare of Illinois. No financial terms or contract value were disclosed in the filing.

• · The contract award is for the HealthChoice Illinois Medicaid Managed Care program.
• · The full text of the press release is included as Exhibit 99.1 to this report.
• · The filing is a Regulation FD disclosure and is not deemed filed for purposes of Section 18 of the Exchange Act.

10-06-2026

Intellia Therapeutics held its 2026 Annual Meeting on June 9, 2026, where stockholders elected three Class I directors (Muna Bhanji, Brian Goff, Jesse Goodman), ratified Deloitte & Touche as independent auditor for FY2026, and approved non-binding advisory say-on-pay for named executive officers. All proposals passed, though director Jesse Goodman received the lowest support with 43.0M for vs 15.7M against.

• · Broker non-votes were 30,124,178 for director elections and say-on-pay, but zero for auditor ratification.
• · Auditor ratification received the highest support with 87,833,534 for, 779,540 against, and 249,592 abstain.
• · Say-on-pay passed with 44,806,637 for, 13,821,404 against, and 110,447 abstain.

10-06-2026

Dell Technologies Inc. entered into a $6.0 billion credit agreement on June 10, 2026, with JPMorgan Chase Bank as administrative agent and a syndicate of lenders including Bank of America, Barclays, Citibank, Goldman Sachs, Wells Fargo, and HSBC. The facility includes a $500 million letter of credit sublimit and is structured with pricing tied to Dell's credit ratings, ranging from 0.825% to 1.450% for Term SOFR loans and 0.065% to 0.240% for the unused line fee. The agreement also contains a consolidated interest coverage ratio covenant and other standard terms, but no period-over-period comparisons are available as this is a new facility.

• · The credit agreement is dated June 10, 2026, and includes Dell International L.L.C. and EMC Corporation as borrowers.
• · The facility has a pricing grid based on debt ratings from S&P, Moody's, and Fitch, with five pricing levels ranging from Level 1 (≥ BBB+/Baa1/BBB+) to Level 5 (≤ BB/Ba2/BB).
• · The Term SOFR Applicable Rate ranges from 0.825% (Level 1) to 1.450% (Level 5); the Base Rate ranges from 0.000% (Levels 1-2) to 0.450% (Level 5); the Unused Line Fee ranges from 0.065% (Level 1) to 0.240% (Level 5).
• · The agreement includes a consolidated interest coverage ratio covenant (Article VII, Section 7.03) and standard events of default (Article VIII).
• · The facility is arranged by JPMorgan Chase, Bank of America, Barclays, Citibank, Goldman Sachs, Wells Fargo, and HSBC as joint lead arrangers and joint bookrunners.

10-06-2026

At the June 10, 2026 annual meeting, holders of 1,215,835,821 of 1,437,530,696 outstanding shares (record date April 13, 2026) elected all eleven director nominees, approved on an advisory basis the named executive officer compensation, and ratified Ernst & Young LLP as auditor. While all nominees were elected, vote margins varied (e.g., Dustan E. McCoy received 1,031,751,381 For vs 36,873,225 Against and 41,724,336 Abstentions), and the advisory say-on-pay had 1,076,527,313 For vs 30,557,400 Against (approximately 3% Against relative to votes represented), showing overall support but notable opposition and abstentions on some items.

• · Proposal 1 individual director vote totals (For / Against / Abstentions / Broker Non-Votes): - David P. Abney: 1,100,855,657 / 8,625,590 / 867,695 / 105,486,879 - Richard C. Adkerson: 1,083,764,163 / 25,722,910 / 861,869 / 105,486,879 - Marcela E. Donadio: 1,101,053,199 / 7,763,868 / 1,531,875 / 105,486,879 - Hugh Grant: 1,101,034,808 / 8,437,512 / 876,622 / 105,486,879 - Lydia H. Kennard: 1,085,334,268 / 24,168,264 / 846,410 / 105,486,879 - Ryan M. Lance: 1,092,888,304 / 16,606,942 / 853,696 / 105,486,879 - Sara Grootwassink Lewis: 1,103,700,283 / 5,799,877 / 848,782 / 105,486,879 - Dustan E. McCoy: 1,031,751,381 / 36,873,225 / 41,724,336 / 105,486,879 - Kathleen L. Quirk: 1,097,266,184 / 12,250,449 / 832,309 / 105,486,879 - John J. Stephens: 1,097,733,454 / 9,549,093 / 3,066,395 / 105,486,879 - Frances Fragos Townsend: 1,085,600,499 / 23,012,476 / 1,735,967 / 105,486,879
• · Proposal 2 (say-on-pay) vote totals: 1,076,527,313 For / 30,557,400 Against / 3,264,229 Abstentions / 105,486,879 Broker Non-Votes
• · Proposal 3 (auditor ratification) vote totals: 1,159,977,838 For / 52,723,024 Against / 3,134,959 Abstentions (no broker non-votes)
• · Board size reduced from 12 to 11 as of the date of the meeting due to Robert W. Dudley's prior announced departure

10-06-2026

Future Money Acquisition Corp (FMAC) completed its IPO during the six months ended April 30, 2026, raising $112 million from the public offering and $3.04 million from private placements. The company reported net income of $243,936 for the six-month period, driven by $347,509 in interest income from the Trust Account, but incurred a net loss of $46,172 in the first quarter before turning profitable in the second quarter. Despite the overall profit, the company recorded a net loss of $3.48 million attributable to non-redeemable shareholders for the six-month period, indicating that profitability is heavily dependent on trust account earnings and that operating costs continue to exceed operating income.

• · Total operating loss (formation and general costs) was $103,573 for the six months ended April 30, 2026, compared to $24,487 for the period from inception (September 29, 2025) through October 31, 2025.
• · Net cash used in operating activities was $183,692 for the six months ended April 30, 2026.
• · Proceeds deposited in Trust Account (investing activities) totaled $112,560,000 for the six-month period.
• · The company had 4,694,069 ordinary shares issued and outstanding as of April 30, 2026, up from 4,362,069 as of October 31, 2025.
• · Total shareholders’ equity improved from a deficit of $24,487 at October 31, 2025 to $510,387 at April 30, 2026.
• · Non-cash accretion of redeemable ordinary shares to redemption value was $5,417,265 for both the three and six months ended April 30, 2026.

10-06-2026

Classover Holdings, Inc., now named KIDZ AI Inc., filed a Current Report (8-K) on June 10, 2026, addressing amendments to its charter/bylaws and other corporate governance matters. The company had previously changed its name from Classover Holdings to KIDZ AI Inc. on May 29, 2026. The filing covers items 3.03, 5.03, 5.07, and 9.01; however, specific financial figures and detailed terms of the amendments were not provided in this summary-level view.

• · The filing includes items 3.03 (Material Modification to Rights of Security Holders), 5.03 (Amendments to Articles of Incorporation or Bylaws), 5.07 (Submission of Matters to a Vote of Security Holders), and 9.01 (Financial Statements and Exhibits).
• · The company's CIK is 0002022308, and it is incorporated in Delaware with a fiscal year ending December 31.
• · Prior to this filing, the company changed its name from Classover Holdings, Inc. to KIDZ AI Inc. as of May 29, 2026.
• · The filing date of the 8-K is June 10, 2026.

10-06-2026

Clear Secure, Inc. filed a Fourth Amended and Restated Certificate of Incorporation on June 10, 2026, which was approved by both the board and stockholders. The amendment updates the capital structure, including the authorization of 1.41 billion total shares across multiple classes, and maintains the existing multi-class voting structure where Class B and Class D shares carry 20 votes per share while Class A and Class C shares carry one vote per share. The filing also includes detailed definitions and provisions regarding co-founders, transfer restrictions, and voting rights, but does not contain any financial performance data or period-over-period comparisons.

• · The Fourth Amended and Restated Certificate of Incorporation was filed with the Delaware Secretary of State on June 10, 2026.
• · The original certificate was filed on March 2, 2021, with subsequent amendments in April 2021, June 2021, and June 2024.
• · Class B and Class D common stock each carry 20 votes per share, while Class A and Class C carry one vote per share.
• · The filing defines a 'Triggering Event' as when co-founders and their permitted ownership groups collectively cease to beneficially own a majority of voting power.
• · No financial results, revenue, or earnings data are included in this filing.

10-06-2026

Brookfield Real Estate Income Trust Inc. held its 2026 Annual Meeting of Stockholders on June 9, 2026, with a quorum of 63,875,623 shares (69.34% of total eligible shares) present. All six director nominees were elected with overwhelming support, and the appointment of Deloitte & Touche LLP as independent auditor for 2026 was ratified. There were no negative or flat metrics to report, as all proposals passed with strong majorities.

• · Proposal 1: All six director nominees were elected with votes for ranging from 63,808,392 to 63,815,266; no broker non-votes were received.
• · Proposal 2: Ratification of Deloitte & Touche LLP as independent auditor passed with 63,634,383 votes for, 57,428 against, and 183,812 abstentions.
• · The meeting was held on June 9, 2026, and the 8-K was filed on June 10, 2026.

10-06-2026

On June 8, 2026, DeFi Development Corp. announced the resignation of Parker White as Chief Operating Officer and Chief Investment Officer. The company entered into a separation agreement providing $250,000 in cash payments over twelve months and accelerated vesting of 213,272 unvested stock options, while also engaging Mr. White for consulting services at $8,333 per month.

• · The Separation Agreement includes a release of claims against the company.
• · Mr. White's consulting services will focus on transition of operations of certain validators owned by the company.
• · The effective date of resignation and separation is June 8, 2026.
• · The filing is dated June 10, 2026.

10-06-2026

EquipmentShare.com Inc (EQPT) announced the appointment of Damian Giangiacomo and Harley Miller to its Board of Directors, effective June 8, 2026, following the completion of its IPO. Concurrently, board members Henry Yeagley and John Weinstein stepped down as part of an orderly board transition. The changes reflect the company's evolution as a public company, with Giangiacomo bringing corporate governance and finance expertise and Miller contributing deep historical knowledge of the company.

• · Damian Giangiacomo will serve on the Audit Committee of the Board.
• · Henry Yeagley joined the Board in May 2022; John Weinstein joined in December 2024.
• · Harley Miller previously served on EquipmentShare's Board from December 2016 during its private growth phase.
• · Damian Giangiacomo co-founded Nexus Capital Management LP in 2013, which has approximately $5 billion in assets under management.
• · Harley Miller founded Left Lane Capital in 2019 and previously spent nine years as a Principal at Insight Venture Management, LLP.
• · John Weinstein stated that Insight Partners remains a dedicated shareholder.

10-06-2026

Consensus Cloud Solutions, Inc. held its 2026 annual meeting on June 10, 2026, where all six director nominees were elected and all four proposals were approved by stockholders. The appointment of Deloitte & Touche as independent auditor for fiscal 2026 received overwhelming support with over 99.8% of votes cast in favor, while the amendment and restatement of the 2021 Stock Incentive Plan passed with a narrower margin of approximately 90.4% of votes cast.

• · Broker non-votes totaled 1,435,235 for each director election and for the executive compensation and stock incentive plan proposals.
• · The director with the lowest 'For' votes was Pamela Sutton-Wallace with 13,793,895 (93.9% of votes cast), while Scott Turicchi received the highest with 14,185,796 (96.9% of votes cast).
• · The 2021 Stock Incentive Plan amendment received 1,406,100 votes against, the highest opposition among all proposals.
• · The annual meeting was held on June 10, 2026, and the definitive proxy statement was filed on April 24, 2026.

10-06-2026

Braemar Hotels & Resorts Inc. entered into an agreement to sell three luxury hotel properties—The Ritz-Carlton Sarasota, Hotel Yountville, and Bardessono Hotel and Spa—for a total of $437.5 million in cash. The transaction is expected to close in 20-35 days, subject to customary conditions, but there is no guarantee of completion. No comparative financial data or prior performance metrics are provided in the filing.

• · The sale includes properties in Sarasota, Florida, and Yountville, California.
• · No financial impact or gain/loss from the sale is disclosed in the filing.
• · No debt paydown or use of proceeds is mentioned.

10-06-2026

NewCleo Ltd. filed a Form 425 with the SEC on June 10, 2026, regarding its proposed business combination with NewHold Investment Corp III (SPAC). The filing includes an English translation of an excerpt from a presentation by newcleo at a public debate in France. The document contains forward-looking statements and risk factors, and emphasizes that investors should read the upcoming proxy statement/prospectus for important information. No financial figures or quantitative data are provided.

• · The filing is a Form 425 under Rule 425 of the Securities Act and deemed filed under Rule 14a-12 of the Exchange Act.
• · The subject company is NewHold Investment Corp III with Commission File No. 001-42541.
• · The filing includes an English translation of an excerpt from a presentation by newcleo at a public debate in France held on June 10, 2026.
• · The SPAC's final prospectus relating to its initial public offering was dated February 27, 2025.
• · The SPAC's address is 52 Vanderbilt Avenue, Suite 2005, New York, NY 10017.

10-06-2026

J.P. Morgan Chase Commercial Mortgage Securities Corp. issued $648,862,000 in public certificates and private certificates for the JPMF1 Multifamily Mortgage Trust 2026-FX1, backed by 17 multifamily mortgage loans. The net proceeds to the registrant were approximately $656,510,249 after expenses of $6,367,170. The retaining sponsor satisfied its credit risk retention obligation by purchasing risk retention certificates with an aggregate fair value of approximately $37,379,615, representing 5.08% of the aggregate fair value of all certificates (excluding Class R), exceeding the required 5.00% threshold.

• · The registration statement (file no. 333-280318) was originally declared effective on September 9, 2024.
• · The public certificates were sold to underwriters including J.P. Morgan Securities LLC, ATLAS SP Securities, Goldman Sachs & Co. LLC, and Santander US Capital Markets LLC.
• · The private certificates (excluding risk retention certificates) were sold to the same four firms as initial purchasers in a transaction exempt from registration under Section 4(a)(2) of the Securities Act.
• · The risk retention certificates were sold to MF1 REIT III FR Retention Holder LLC, a majority-owned affiliate of MF1.
• · Legal and tax opinions were rendered by Cadwalader, Wickersham & Taft LLP and are attached as exhibits.
• · There are no material differences between the valuation methodology and key inputs used in the preliminary prospectus and those used at closing.

10-06-2026

On June 5, 2026, Yelp Inc. held its Annual Meeting where all nine director nominees were elected with at least 96.9% votes in favor, stockholders ratified Deloitte & Touche LLP as auditor for FY2026, approved advisory say-on-pay with 93.7% support, and approved an amendment to the Employee Stock Purchase Plan (ESPP) increasing available shares by 2,100,000. Subsequently, on June 8, Chief Product Officer Craig Saldanha notified his resignation effective July 3, 2026, with Senior Vice President of Product Akhil Kuduvalli Ramesh appointed as successor.

• · The ESPP amendment was adopted by the Compensation Committee on April 10, 2026, and became effective June 5, 2026.
• · Craig Saldanha notified his resignation on June 8, 2026, with effective date July 3, 2026, after more than four years with Yelp.
• · The advisory say-on-pay resolution received 93.7% support, the lowest approval percentage among all proposals.
• · All nine directors were re-elected to serve until the 2027 Annual Meeting.
• · Broker non-votes totaled 6,466,581 for each director proposal and the say-on-pay and ESPP proposals, but none for the auditor ratification.

10-06-2026

Celanese Corporation filed an 8-K on June 10, 2026, under Item 8.01 (Other Events) regarding a notice of redemption for certain senior unsecured notes. The filing includes details on notes due 2026, 2027, 2028, 2029, and 2031, but states that the filing itself does not constitute a notice of redemption.

• · The filing is under Item 8.01 (Other Events) and does not constitute a notice of redemption for the notes.
• · The notes mentioned include senior unsecured notes due 2026, 2027, 2028, 2029, and 2031.

10-06-2026

Clover Health Investments announced that on June 9, 2026, CMS recalculated its 2026 Star Rating for Contract H5141 (PPO plan) to 4.5 Stars, up from 3.5 Stars, following a court order. The 4.5 Star rating covers over 97% of Clover’s members, while its HMO plan (Contract H8010) remains at 4.0 Stars. This positive regulatory outcome is expected to enhance Clover’s revenue and competitive position for Payment Year 2027.

• · The lawsuit was filed in the United States District Court for the Southern District of Georgia (Case No. 2:25-CV-142).
• · The court entered final judgment on May 29, 2026, granting partial summary judgment for Clover.
• · The 4.5 Star rating applies to Payment Year 2027.
• · Clover has been instructed by CMS to submit alternate bids at the 4.5 Star level.
• · The HMO plan’s 2026 Star Rating remains unchanged at 4.0 Stars.

10-06-2026

Ambarella, Inc. filed definitive additional proxy materials urging shareholders to vote FOR Proposal No. 4 at the 2026 Annual Meeting on June 26, 2026, which seeks approval to increase the shares available under the 2021 Equity Incentive Plan by 2,750,000 shares. The company highlights its business transformation into edge AI SoCs, record revenue of $390.7 million in fiscal year 2026, and strong shareholder support for its compensation program (93% Say-on-Pay in 2025). However, the filing also notes that the three-year average gross burn rate declined from 4.4% to 3.07% and overhang declined from 10.2% to 8.13%, indicating disciplined equity usage but still a need for additional shares to sustain talent retention and growth.

• · The company shipped 45 million edge AI SoCs and supports more than 200 AI model architectures.
• · Approximately 75% of employees work in R&D, mostly software engineers.
• · In FY2026, employees below executive officer level received approximately 89% of equity award shares granted.
• · CEO's target total direct compensation is 84% equity; other NEOs average 80% equity.
• · Three-year average gross burn rate declined from 4.4% (FY2021) to 3.07% (FY2026).
• · Overhang declined from 10.2% to 8.13% over the same period.
• · Say-on-Pay support: 93% in 2025, 88% in 2024, 89% in 2023.
• · The proposed share increase is expected to cover needs for approximately two years.
• · The company competes for talent with some of the world's largest companies, especially in Silicon Valley.

10-06-2026

Nuwellis, Inc. announced the closing of a registered public offering on June 8, 2026, receiving gross proceeds of approximately $6,000,000 before deducting placement agent fees and other expenses. As of June 9, 2026, following the exercise of pre-funded warrants issued in the offering, the company had 12,750,321 shares of common stock issued and outstanding.

• · The offering was conducted as a registered public offering under the Securities Act.
• · The press release was issued on June 8, 2026, and is attached as Exhibit 99.1 to the 8-K.
• · The filing is made under Item 7.01 (Regulation FD) and Item 9.01 (Financial Statements and Exhibits).

10-06-2026

Dakota Community Bank & Trust NA filed its 13F-HR for the quarter ending March 31, 2026, reporting a portfolio value of approximately $295.6 million across 96 holdings. The largest positions include Tesla (12,235 shares, $4.55M), Microsoft (3,139 shares, $1.16M), and Nvidia (6,304 shares, $1.10M). The filing shows a concentrated equity portfolio with significant exposure to large-cap technology and energy stocks, but no prior quarter comparison is available to assess performance trends.

• · The portfolio includes a leveraged ETF position: Direxion Daily TSLA Bull 2X Shares (23,297 shares, $283,059).
• · Tesla is the largest single stock position by value at $4.55M (12,235 shares), with a significant portion (11,601 shares) held in the Direxion leveraged ETF.
• · The bank holds 96 positions with a total market value of $295.6M as of March 31, 2026.
• · No prior quarter comparison data is available in this filing to assess changes in holdings.
• · The portfolio is diversified across sectors including technology, energy, financials, healthcare, and consumer goods.

10-06-2026

Masimo Corp has disclosed a material agreement with key executives providing separation and consulting terms triggered by an upcoming change-in-control (merger closing). Executives will resign on the closing date, receive severance including a lump-sum cash payment of 2–3 times (salary + target bonus), full vesting of pre-merger unvested equity, and a three-month consulting period as Special Advisor with monthly fees ranging from 1/40th to 1/240th of base salary. The filing confirms the merger is proceeding toward closing but does not disclose the specific executive names or final financial terms, as multiple bracketed options remain unresolved for different executives.

• · Filing is a draft separation agreement with bracketed terms for three different executives — Katie (3× multiplier, no COBRA extension beyond 18 months, consulting fee 1/120th), Charles (2× multiplier, COBRA extension past 18 months, consulting fee 1/40th), Greg (2× multiplier, COBRA extension, consulting fee 1/240th).
• · Equity treatment: all pre-merger unvested equity awards vest fully upon closing; post-merger awards governed by Merger Agreement terms.
• · Consulting period ends 3 months after closing; maximum consulting hours capped at 10 hours per week.
• · Severance payments are contingent on execution of a general release of claims (including ADEA waiver) and compliance with restrictive covenants in Exhibit A.
• · The Company will issue a Form 1099 for consulting fees (independent contractor treatment), with no tax withholdings.

10-06-2026

National Fuel Gas Company (NFG) completed a $1.5 billion debt offering on June 10, 2026, issuing $500 million of 4.75% notes due 2029, $500 million of 5.05% notes due 2031, and $500 million of 5.50% notes due 2036. The proceeds will be used for general corporate purposes. The offering was underwritten by TD Securities, Wells Fargo, BofA Securities, and J.P. Morgan.

• · The underwriting agreement was dated May 27, 2026.
• · The notes are being filed under Registration Statement No. 333-273926 on Form S-3.
• · The Officer's Certificate establishing the terms of the notes was dated June 10, 2026.
• · Legal opinions were provided by Jones Day and Lowenstein Sandler LLP.

10-06-2026

Mountain Lake Acquisition Corp. (MLAC) postponed its extraordinary general meeting from June 12 to June 16, 2026, to allow additional time to complete its business combination with Avalanche Treasury Corporation, which was approved by shareholders on June 4, 2026. The meeting will now vote on extending the deadline to consummate the initial business combination from June 16, 2026 to September 16, 2026. While the business combination has been approved, the postponement signals potential delays in closing the transaction.

• · The Special Meeting was originally scheduled for June 12, 2026, and has been postponed to June 16, 2026.
• · The meeting location remains at Ellenoff Grossman & Schole LLP, 1345 Avenue of the Americas, New York, NY 10105.
• · The record date and redemption deadline for the Special Meeting remain unchanged.
• · The Company's shareholders approved the business combination with Avalanche Treasury Corporation on June 4, 2026.
• · The Company expects the business combination to be completed promptly after satisfaction or waiver of all conditions.

10-06-2026

Graybar Electric Company, Inc. held its Annual Meeting of Shareholders on June 10, 2026, at which the entire Board of Directors was re-elected. The filing confirms the shareholder vote outcome but provides no financial results or operational metrics.

• · The Board of Directors was re-elected in its entirety at the June 10, 2026 Annual Meeting.
• · No specific vote tallies or shareholder proposals were disclosed in this filing.

10-06-2026

Helio Corporation filed an 8-K on June 10, 2026, furnishing a press release that provides an update on its registration status. The filing is a Regulation FD disclosure and does not contain any financial results or material operational metrics. No specific financial figures, comparisons, or performance data were disclosed.

• · The press release provides an update regarding the Company's registration status.
• · The filing is made under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits).
• · The Company is an emerging growth company as defined under the Securities Act.
• · The registrant's principal executive offices are located at 2448 Sixth Street, Berkeley, California 94710.

10-06-2026

TPG Twin Brook Capital Income Fund reported net investment income of $0.46 per share for Q1 2025, up from $0.44 in Q1 2024, while net asset value per share declined to $14.81 from $15.12. The company's total investment portfolio grew to $2.8 billion, but the annualized return on equity decreased to 12.3% from 13.1% in the prior year period.

• · The company issued $225M in Series D Senior Notes: $50M at 6.67% due 2029 and $175M at 7.03% due 2031.
• · Minimum shareholder equity covenant set at $1.25B plus 25% of net equity proceeds after October 1, 2025.
• · Series D Tranche A Notes are callable at par on or after May 4, 2029; Tranche B Notes callable at par on or after December 4, 2030.
• · The company's name changed from AG Twin Brook Capital Income Fund to TPG Twin Brook Capital Income Fund.
• · Net investment income per share increased 4.5% YoY to $0.46, but net asset value per share declined 2.0% to $14.81.
• · Annualized return on equity decreased to 12.3% from 13.1% in the prior year period.

10-06-2026

ImmuCell Corporation (ICCC) announced a manufacturing capacity expansion program authorized by its Board of Directors on June 4, 2026. The first phase, costing ~$3.5 million and lasting ~12 months, involves renovating a former Re-Tain® facility and adding a new freeze dryer to expand drying capacity. A second phase will repurpose Re-Tain® equipment and add automation to replace and expand First Defense® colostrum processing capacity, though costs and timelines are not provided. The strategy follows a late 2025/early 2026 decision to suspend in-house manufacturing of Re-Tain® and instead focus on expanding First Defense® production, but no financial performance data or growth metrics are disclosed to assess expected outcomes.

• · The second phase will involve additional unquantified investments, including detailed engineering work to develop an efficient and scalable process.
• · The capacity expansion follows the December 2025/January 2026 decision to suspend in-house Re-Tain® manufacturing and convert facilities for First Defense® production.
• · No current or prior period production volumes, revenue figures, or demand growth rates are provided in this filing.