S&P 500 Healthcare Sector SEC Filings — May 18, 2026

18-05-2026

O'Reilly Automotive held its 2026 Annual Meeting on May 14, 2026, where all nine director nominees were elected, including Executive Chairman Greg Henslee. The Board also approved a $2,000,000 stock option award for Henslee vesting over four years. Shareholders approved advisory NEO compensation and ratified Ernst & Young as auditors, but voted against a shareholder proposal on political spending. Notably, director John R. Murphy received substantial against votes of 78.2M, though still elected.

• · Stock option award for Henslee has exercise price equal to closing price on grant date, vests 25% annually over four years, expires in 10 years.
• · Among directors, John R. Murphy received the highest against votes: 78,226,419 (13.2% of votes cast excluding broker non-votes), while Maria A. Sastre received the fewest against: 5,012,735.
• · Shareholder proposal on political spending was defeated with 369,391,768 votes against vs 292,670,896 for; 7,748,205 abstentions and 71,176,543 broker non-votes.
• · Advisory approval of NEO compensation passed with 613,777,069 for, 53,995,103 against.
• · Ratification of Ernst & Young as auditor passed with 695,116,311 for, 45,241,655 against.
• · Board committees (Audit, Compensation, Governance) remain unchanged.

18-05-2026

Bally’s Corp reported Q1 2026 consolidated revenue of $755.7M, up 28.3% YoY, driven by strong growth in Bally's Intralot B2C (+31.0%) and North America Interactive (+35.9%). However, Casinos & Resorts EBITDAR grew only 1.2% to $96.2M due to elevated competition and higher shared services costs, while North America Interactive remained EBITDA-negative at $(7.1)M (though improving $0.9M YoY). The company advanced major projects including the Chicago casino topping out, the $4.0B Bally's Bronx development, and refinancing with a $1.1B credit facility and full repayment of the $1.47B term loan.

• · Bally's entered a new $1.1B credit facility due 2031 and completed sale-leaseback of Lincoln Casino Resort real estate to GLP Capital.
• · Proceeds from Intralot transaction, term loan, and sale-leaseback were used to fully repay the $1.47B term loan due 2028.
• · Casinos & Resorts growth was notably strong at Bally's Baton Rouge (landside Dec 2025) and Marquette (landside Feb 2026), partially offset by elevated competition in Shreveport and Dover.
• · Bally's Intralot B2B segment includes Intralot's B2B and B2G post-acquisition; legacy B2B EBITDAR was flat YoY despite US lottery revenue decline.
• · North America Interactive recorded negative Segment Adjusted EBITDAR of $7.1M, an improvement of $0.9M from prior year, driven by top-line growth and cost management.
• · Bally's holds a 38% equity interest in Star Entertainment following loan conversion in Q4 2025; Star refinanced with a $390M facility from WhiteHawk Capital Partners in May 2026.
• · UK online iGaming revenue grew 10.5% YoY in constant currency despite the higher remote gaming duty effective April 1, 2026; Bally's has a mitigation plan in place.
• · Spain B2C revenue remained stable at 1.7% YoY growth in constant currency.
• · The $500M New York license fee and $115M golf course contingent consideration were finalized in Q1 2026.
• · Bally's holds Minority Business Enterprise (MBE) certification from NMSDC.

18-05-2026

Bally's Chicago, Inc. reported Q1 2026 revenue of $33.1M, up 13.1% from $29.3M in the combined Q1 2025 (predecessor + successor periods). Net loss attributable to the company narrowed significantly to $7.8M from $23.2M in the prior year period. However, cash used in operations surged to $64.5M from $17.2M, driven by a large increase in accounts receivable and other assets, and the company's reliance on parent financing grew as due to Bally's Corporation rose to $85.9M from $19.6M at year-end. Total stockholders' deficit deepened to $142.7M from $134.9M.

• · Accounts receivable, net increased to $83.4M at March 31, 2026 from $64.8M at December 31, 2025, largely due to $81.6M due from GLP.
• · Due to related party (Bally's Corporation) surged from $19.6M to $85.9M, indicating increased short-term financing from the parent.
• · Redeemable non-controlling interest decreased from $511.8M to $491.9M, reflecting net loss allocation of $19.9M.
• · Capital expenditures were only $0.7M in Q1 2026 versus $33.9M in combined Q1 2025, suggesting a slowdown in investment.
• · The company had $13.1M cash at quarter end, up from $12.0M at year-end, but still low relative to cash burn.

18-05-2026

Circle Internet Group held its 2026 annual meeting on May 14, 2026, where all four proposals were approved by stockholders. Directors Jeremy Allaire, Craig Broderick, and P. Sean Neville were elected to Class I, though Neville received notably lower support (130.2M for vs 15.1M against) compared to the other nominees. The say-on-pay proposal and ratification of Deloitte & Touche as auditor passed overwhelmingly, and stockholders recommended a one-year frequency for future advisory votes on executive compensation.

• · Broker non-votes totaled 56,423,001 on Proposals 1, 2, and 3, representing shares held by brokers that did not vote on non-routine matters.
• · Proposal 3 (Frequency) results: One year – 144,874,849 votes; Two years – 100,806; Three years – 423,932; Abstentions – 289,335.
• · P. Sean Neville received 15,089,492 votes against, which is over 10% of votes cast, indicating notable shareholder dissent compared to the other director nominees.
• · The board will adopt an annual frequency for advisory votes on executive compensation in accordance with the stockholder preference.

18-05-2026

Webster Financial Corporation filed an 8-K supplementing its definitive proxy statement with additional disclosures regarding its acquisition by Banco Santander, in response to shareholder demand letters and three lawsuits alleging disclosure deficiencies. The supplemental disclosures provide details on J.P. Morgan's financial analysis, including implied equity value ranges per share ($62.00–$76.95 based on P/E multiples and $63.50–$70.65 based on P/TBV regression, with a dividend discount analysis range of $65.15–$80.75), compared to the implied exchange consideration of $75.00 per share. Webster believes the allegations are without merit but made the disclosures to avoid potential delays to the transaction, which is subject to a stockholder vote at a special meeting on May 26, 2026.

• · The special meeting of stockholders is scheduled for May 26, 2026, to vote on the adoption of the Transaction Agreement.
• · J.P. Morgan served as financial advisor to Webster and disclosed that it and its affiliates hold securities of Santander and provide investment banking services to Santander; the Webster board determined this would not interfere with J.P. Morgan's independence.
• · J.P. Morgan used a Price/2026E EPS reference range of 9.4x to 11.7x and a P/TBV regression reference range of 1.71x to 1.90x, derived from management's estimated 2026E ROATCE range of 15.8% to 17.8%.
• · The dividend discount analysis used a terminal value multiple range of 9.0x to 11.0x on estimated 2031 net income, a cost of equity range of 8.00% to 10.00%, and a Common Equity Tier 1 target ratio of 10.5%.
• · The comparable companies used by J.P. Morgan included First Horizon Corporation, SouthState Bank Corporation, UMB Financial Corporation, Valley National Bancorp, Columbia Banking System, Inc., Zions Bancorporation, Old National Bancorp, Independent Bank Corp. (Mass.), Eastern Bankshares, Inc., and F.N.B. Corporation.
• · The implied exchange consideration of $75.00 per share was calculated based on Santander's 3-day VWAP of €10.79 and the ECB EUR/USD exchange rate of 1.1840.

18-05-2026

iSpecimen Inc. reported a sharp 85.2% decline in revenue to $156,009 for Q1 2026 compared to $1,057,510 in Q1 2025, driven by a 86.2% drop in specimen revenue. Net loss widened 37.2% to $2,275,221 from $1,658,396, and cash used in operations nearly tripled to $3,361,846. However, the company reduced operating expenses slightly (flat at ~$2.69M) and benefited from a $261,525 gain on debt settlement, while net loss per share improved from ($28.55) to ($6.66) due to a 5.3x increase in weighted average shares outstanding.

• · Gain on debt settlement of $261,525 in Q1 2026 (none in Q1 2025).
• · Bad debt expense dropped sharply from $111,041 to $368 year-over-year.
• · Sales and marketing expense surged 344.2% to $1,542,297, while technology expense fell 54.6% to $247,549.
• · Total operating expenses remained virtually flat at $2,694,412 vs $2,695,899.
• · The company converted 3,830 shares of Series C convertible preferred stock into 497,280 common shares during Q1 2026.
• · Cash used in investing activities was $700,000 for internally developed software (none in prior year).
• · Accumulated deficit grew to $84,625,370 from $82,350,149.
• · Net loss per share improved from ($28.55) to ($6.66) due to significant share dilution (weighted average shares increased from 58,078 to 341,377).
• · Accounts receivable increased to $132,848 from $48,298, while accounts payable decreased to $4,707,393 from $5,362,604.

18-05-2026

Coca-Cola Europacific Partners plc issued a letter urging shareholders to vote FOR Resolutions 7, 9, and 25 at the May 28, 2026 AGM, despite recommendations against from ISS (on all three) and a "RED" designation from IVIS on Resolution 25. The company argues that the buyback-related waiver (Resolution 25) is necessary to execute its €1bn share buyback programme, and that non-independent directors on the Remuneration Committee (Manolo Arroyo and José Ignacio Comenge) are appropriate given their roles as shareholder representatives and no conflicts. The board emphasizes that Glass Lewis recommends FOR all resolutions and that Olive's maximum potential ownership would be capped at 41.4% with further increases subject to Takeover Code safeguards.

• · Olive has owned in excess of 34% of CCEP since its formation in 2016, and its percentage holding has only modestly increased since then.
• · ISS has recommended voting AGAINST Resolution 25 every year for the past ten years, and its policy has not been updated to reflect the PLSA's 2020 change on Rule 9 waivers.
• · If CCEP repurchases all shares under the current buyback programme (at prevailing price), it would acquire substantially less than 10% of the company's share capital.
• · Glass Lewis recommends voting FOR all resolutions, while IVIS gave a RED designation to Resolution 25 but acknowledged it is a matter for shareholder judgment.
• · The Panel on Takeovers and Mergers has already reviewed and agreed to waive Rule 9, subject to Independent Shareholders' approval via Resolution 25.
• · Mr. Arroyo and Mr. Comenge are not independent directors, but the Remuneration Committee already comprises a majority of INEDs (60% independent).
• · The company states that a vote AGAINST Resolution 25 would effectively block Resolutions 29 and 30 (authority to purchase own shares) and prevent the buyback execution.

18-05-2026

Artificial Intelligence Technology Solutions Inc. (AITX) announced via an 8-K filed on May 18, 2026, that its subsidiary RAD is launching SCANNA, a product designed to unlock smarter security from existing cameras. The announcement was made through a press release attached as Exhibit 99.1. No financial details were provided in this filing.

• · The press release is attached as Exhibit 99.1 to the Form 8-K.
• · The filing was made under Item 8.01 (Other Events) and Item 9.01 (Exhibits).

18-05-2026

Publicis Groupe SA filed an additional definitive proxy statement (DEFA14A) with the SEC on May 18, 2026, in connection with a proposed transaction with LiveRamp Holdings, Inc. The filing contains cautionary statements regarding forward-looking information and directs investors to review LiveRamp's proxy statement for full details. No financial terms or quantitative data are disclosed in this filing.

18-05-2026

The filing is an 8-K reporting Item 5.07 (Submission of Matters to a Vote of Security Holders), indicating that CoreCivic held its annual meeting and/or special shareholder meeting on or around May 18, 2026, and voted on standard proposals. No specific vote results, financial metrics, or forward-looking guidance are provided in the summary, making it purely informational with no directional bias.

18-05-2026

18-05-2026

On May 18, 2026, Boston Scientific announced an investment agreement with MiRus LLC, acquiring a 33.75% non-voting equity stake for $1.5 billion (plus a prior $100 million payment) and an exclusive call option to acquire MiRus's TAVR system business for an additional $3.0 billion. The TAVR system is currently in a U.S. pivotal trial (STAR) under an FDA IDE. If the call option is not exercised, the equity interest may be forfeited or reduced by approximately 75%.

• · The investment closed on May 15, 2026, two days before the press release.
• · The call option to acquire TAVR-Structural Heart NewCo is exercisable after MiRus achieves certain clinical and regulatory milestones.
• · If the call option is exercised, MiRus will receive additional payments based on net sales of the TAVR System over a specified period.
• · Boston Scientific also has an exclusive option to acquire mitral and tricuspid replacement valve assets from MiRus for an additional payment, exercisable if the call option is exercised.
• · If the company does not exercise the call option within the applicable period or the option does not close, its equity interest in MiRus will be forfeited or reduced by approximately 75%, or exchanged for an interest in TAVR-Structural Heart NewCo, depending on circumstances.
• · The TAVR system has received FDA investigational device exemption (IDE) approval to conduct the STAR randomized control trial in the U.S.

18-05-2026

Catheter Precision, Inc. reported Q1 2026 total revenues of $432K, a 202% increase from $143K in Q1 2025, driven by strong growth in Cardiac Electrophysiology product sales ($248K vs $143K) and the addition of a Private Aviation service segment ($184K). Net loss attributable to common stockholders improved to ($3,041K) from ($4,045K), and operating loss narrowed 35% to ($2,318K). However, cash used in operations increased 20% to ($2,796K), and the company ended the quarter with $441K in cash, down from $450K a year earlier. The quarter included an acquisition of a private aviation business, contributing $1.2M in cash outflow and adding $184K in service revenue.

• · The company acquired a private aviation business during Q1 2026, paying $1.2M in cash and issuing $4.8M in short-term notes and $5.8M in deferred consideration.
• · Goodwill increased from $0 to $9.7M and intangible assets from $15.2M to $22.3M due to the acquisition.
• · Private Aviation segment contributed $184K in service revenue (Luxe $42K, Hops $142K) and a segment net loss of $132K.
• · Cardiac Electrophysiology segment net loss was $1,558K, compared to total company net loss of $4,045K in Q1 2025 (prior period had no Private Aviation).
• · The company issued 392,608 shares of common stock and equity-classified contracts for $3.7M in proceeds during Q1 2026.
• · A deemed dividend of $1,360K was recorded on a warrant inducement offer.
• · Total liabilities increased to $25.9M from $9.2M, primarily due to acquisition-related debt.
• · The company had $9.2M in Level 3 fair value liabilities (royalties payable, deferred consideration, convertible notes).

18-05-2026

CIM, LLC filed its 13F-HR for the quarter ending March 31, 2026, disclosing a portfolio of 168 equity holdings valued at approximately $691.8 million. The portfolio is diversified across sectors with top holdings including NVIDIA, Apple, Amazon, and Berkshire Hathaway, as well as significant allocations to fixed-income ETFs such as iShares Core 1-5 Year USD Bond ETF and iShares TIPS Bond ETF. The filing also reveals minor option positions in Novo-Nordisk and PayPal.

• · The portfolio includes exposure to gold via SPDR Gold Shares ($2.9M) and Bitcoin via Fidelity Wise Origin Bitcoin ETF ($0.9M).
• · The two call option positions are: Novo-Nordisk (100 shares, value $3,675) and PayPal (2,300 shares, value $104,029).
• · Fixed-income ETFs constitute a significant portion, with iShares Core 1-5 Year USD Bond ETF ($26.7M) and iShares TIPS Bond ETF ($18.8M) being the largest.
• · Notable sector exposures include technology, financials, healthcare, and consumer goods.
• · The filing shows no put options or other derivatives beyond the two calls.

18-05-2026

BNY Mellon Strategic Municipals, Inc. filed a DEFA14A definitive additional proxy statement with the SEC on May 18, 2026. This filing supplements previously submitted proxy materials for shareholder consideration. No specific financial data or narrative content could be extracted from the provided filing text due to embedded image encoding.

18-05-2026

Union Pacific Corporation held its Annual Meeting of Shareholders on May 14, 2026, with a quorum of 90.76% (538,870,394 shares present out of 593,678,300 outstanding). Shareholders approved all three proposals: election of 11 directors, ratification of Deloitte & Touche LLP as auditor for 2026, and an advisory vote on executive compensation (Say on Pay). However, several directors faced notable opposition, with Michael R. McCarthy receiving the most votes against (25,893,643), and the Say on Pay proposal had 24,436,114 votes against, indicating some shareholder dissent.

• · Director Michael R. McCarthy received the highest votes against (25,893,643), followed by Jane H. Lute (21,204,940).
• · Ratification of Deloitte & Touche LLP as auditor passed with 506,109,723 votes for, 31,880,708 against.
• · Say on Pay proposal had 454,118,030 votes for, 24,436,114 against, and 2,241,179 abstentions.
• · All director elections had 58,075,071 broker non-votes, which are not counted as votes for or against under NYSE rules.

18-05-2026

Cellectar Biosciences announced that director Stefan D. Loren, Ph.D. will not stand for reelection at the 2026 annual meeting and will instead serve as a consultant for one year starting July 8, 2026, receiving $15,000 per quarter and a stock option grant of 15,000 shares. Separately, the company appointed Andrew Gu, designated by Nantahala Capital Management, to the board as a Class III director and Audit Committee member, effective May 18, 2026. No disagreements were cited regarding Loren's departure.

• · Stefan Loren's consulting term is one year, effective July 8, 2026, with options exercisable for 10 years from grant dates.
• · Andrew Gu holds a B.S. in Economics (Finance) and B.A. in Neuroscience from University of Pennsylvania, Vagelos Life Sciences and Management Program, and has been an analyst at Nantahala since June 2021.
• · The Board Designation Side Letter requires Nantahala's designee to be appointed no later than June 5, 2026.
• · The company previously entered into a securities purchase agreement on May 4, 2026 with institutional investors (not detailed in this filing).

18-05-2026

The filing indicates a Form 8-K covering Items 5.02 (Officer/Board changes) and 5.07 (Shareholder vote) for CVS Health Corp on May 18, 2026. However, the actual filing text is not provided, so no specific individuals, positions, or voting outcomes can be extracted. Without the filing content, no actionable analysis is possible.

18-05-2026

BNY Mellon Strategic Municipal Bond Fund, Inc. (DSM) filed a DEFA14A (additional proxy materials) on May 18, 2026. The filing consists solely of an image attachment with no textual financial or operational data, providing no new material information for investors.

18-05-2026

Daré Bioscience, Inc. completed a partial closing of its Regulation A offering on May 14, 2026, issuing 50,000 Investor Units at $5.00 per unit, each consisting of one share of Series A Convertible Preferred Stock and two warrants to purchase common stock. The company raised approximately $250,000 in gross proceeds, far below the maximum of 4,854,000 units originally contemplated. The offering circular was qualified by the SEC on April 1, 2026.

• · The offering statement (File No. 024-12688) was qualified by the SEC on April 1, 2026.
• · The offering circular is dated January 6, 2026, with supplements dated March 26, 2026 and May 14, 2026.
• · Additional terms of the Series A Preferred Stock and warrants were previously reported in an 8-K filed on January 29, 2026.
• · The closings occurred on May 14, 2026, and the report was filed on May 18, 2026.

18-05-2026

Medtronic announced that Brett Wall will depart as Executive Vice President and President, Neuroscience Portfolio, effective June 1, 2026. Dr. Kweli Thompson, currently Senior Vice President and President, Cardiac Rhythm Management, will assume that role on the same date. Wall will remain an employee until September 1, 2026 to assist with the transition and will receive severance per the company's executive severance practices.

• · Wall will assist with the transition until September 1, 2026.
• · Severance terms are consistent with Medtronic's executive severance practices as disclosed in the 2025 Proxy Statement (filed August 25, 2025).
• · The change is effective June 1, 2026.

18-05-2026

Patriot Acquisition Corp., a blank check company (SPAC), announced the pricing of its $160 million initial public offering of 16 million units at $10.00 per unit on Nasdaq under ticker "PTAC". Each unit consists of one Class A ordinary share and one-half of a redeemable warrant exercisable at $11.50 per share. The company intends to focus on businesses in the financial industry (fintech, specialty finance, digital banking) and is led by CEO Jack Kopnisky and CFO Thomas Cestare. The offering is expected to close on May 18, 2026, with an over-allotment option of up to 2.4 million units.

• · The warrant exercise price is $11.50 per share, subject to adjustments.
• · The underwriter has a 45-day option to purchase up to an additional 2,400,000 units to cover over-allotments.
• · The trust account will hold $10.05 per unit from the offering proceeds.
• · The company plans to focus on the financial industry group (FIG Sector), particularly fee-based fintech, specialty finance, and digital banking.

18-05-2026

Wave Life Sciences Ltd. announced a positive update from the ongoing RestorAATion-2 trial of WVE-006, its investigational RNA editing oligonucleotide for alpha-1 antitrypsin deficiency (AATD). The company will host an investor conference call on May 18, 2026 to review the program and updated clinical data. No specific quantitative results were disclosed in the filing.

18-05-2026

Flagstar Bank, N.A. announced a one-year extension of CEO Joseph Otting's employment agreement through March 2028, reflecting board confidence in his leadership and the bank's return to profitability. Richard Raffetto and Lee Smith were appointed Co-Presidents and Co-Chief Operating Officers with expanded responsibilities, while Bao Nguyen became Chief Legal Officer and COO/COO for Consumer and Retail Banking, Sydney Menefee became Chief Audit Executive, and Peter Sullivan became General Counsel. The bank reported $87.1B in assets, $60.7B in loans, $66.8B in deposits, and $8.1B equity as of March 31, 2026.

• · Otting relinquishes the title of President but remains Executive Chairman and CEO.
• · Raffetto will lead all commercial lending, relationship banking, commercial real estate, consumer banking, and private banking.
• · Smith retains CFO role and adds oversight of human resources, information technology, and operations.
• · Nguyen will oversee strategic planning, regulatory affairs, and community investment functions.
• · Menefee will transition to Chief Audit Executive by end of June, reporting to Audit Committee Chair and CEO.
• · Sullivan assumes day-to-day management of the legal department as General Counsel.

18-05-2026

At its virtual Annual Meeting on May 14, 2026, Commercial Vehicle Group, Inc. stockholders approved all four proposals: election of all seven director nominees, the second amended 2020 Equity Incentive Plan, the non-binding advisory say-on-pay resolution, and the ratification of KPMG LLP as independent auditor for FY2026. All proposals passed with strong support, with the auditor ratification receiving 97.7% of votes cast, while the say-on-pay proposal had the lowest support at 89.5%.

• · Record date for the Annual Meeting was March 16, 2026, with 36,634,201 shares outstanding and entitled to vote.
• · All seven director nominees were elected with votes for ranging from 17.29 million (James R. Ray) to 17.74 million (Ari B. Levy); no nominee received less than 96.7% of votes cast.
• · The Equity Incentive Plan had 1,105,162 votes against (6.2% of votes cast) and 288,271 abstentions.
• · Say-on-pay had 1,565,305 votes against (8.8% of votes cast), the highest opposition among proposals.
• · Auditor ratification was virtually unanimous with only 575,588 votes against and 45,519 abstentions out of 26.9 million votes cast; no broker non-votes applied.
• · The filing includes as an exhibit the Second Amended and Restated 2020 Equity Incentive Plan (Exhibit 10.1).

18-05-2026

Genesis Financial Group, LLC filed its 13F-HR for the quarter ended March 31, 2026, reporting total holdings of approximately $149.1 million across 104 positions. The portfolio is diversified across large-cap equities, ETFs, and options, with notable concentrations in technology stocks (Amazon, Tesla, NVIDIA) and broad-market ETFs (iShares, Vanguard). The filing also reveals significant holdings in leveraged and inverse ETFs, as well as speculative names such as AST SpaceMobile, Novavax, and Rigetti Computing, indicating a mix of core and tactical positions.

• · The portfolio includes options (calls and puts) on stocks such as Tesla, Uber, NVIDIA, Pfizer, AbbVie, AST SpaceMobile, Novavax, Western Union, and Apple, indicating active hedging or directional bets.
• · Significant holdings in leveraged and inverse ETFs (e.g., Direxion Daily TSLA Bull 2X, ProShares UltraShort QQQ, GraniteShares 2x Short NVDA) suggest a tactical or hedging strategy.
• · Speculative positions include AST SpaceMobile (3,000 call options), Novavax (10,000 call options), Nuscale Power (10,000 put options), Rigetti Computing (1,275,000 shares), and American Battery Technology (2,000,000 shares).
• · The largest individual equity positions appear to be in Amazon (3,016,200 shares), Kinder Morgan (15,372,100 shares), Pfizer (8,468,200 shares), and Uber (6,653,100 shares).
• · The portfolio also contains a mix of fixed-income ETFs (iShares iBoxx Investment Grade Corporate Bond, iShares TIPS Bond, iShares iBoxx High Yield Corporate Bond) and commodity ETFs (ABRDN Precious Metals Basket, ProShares Ultra Gold/Silver).

18-05-2026

Neurocrine Biosciences completed its $2.9B acquisition of Soleno Therapeutics on May 18, 2026, adding VYKAT XR (diazoxide choline), the first and only FDA-approved treatment for hyperphagia in Prader-Willi syndrome (PWS), to its rare disease portfolio alongside INGREZZA and CRENESSITY. The cash tender offer at $53.00 per share resulted in 88.9% of Soleno shares being tendered (46.4M shares), and remaining shares were converted to the same cash consideration. VYKAT XR, approved in March 2025, addresses a severe unmet need in an estimated 10,000 U.S. PWS patients, but faces integration risks and commercial adoption uncertainty as a newly launched therapy.

• · The transaction was initially announced on April 6, 2026, and closed on May 18, 2026.
• · VYKAT XR was approved by the FDA on March 26, 2025, and is now commercially available in the U.S.
• · Soleno's common stock will no longer be listed or traded on the Nasdaq Capital Market as of May 18, 2026.
• · Goldman Sachs & Co. LLC served as exclusive financial advisor and Cooley LLP as legal advisor to Neurocrine; Centerview Partners LLC and Guggenheim Securities,genheim Securities, LLC served as financial advisors and Wilson Sonsini Goodrich & Rosati as legal counsel to Soleno.
• · Neurocrine's portfolio also includes products for endometriosis and uterine fibroids in collaboration with AbbVie.

18-05-2026

Manhattan Associates held its 2026 Annual Meeting on May 14, 2026, with 94% quorum (55.8M of 59.2M shares). All four proposals were approved: election of three Class I directors, advisory say-on-pay, ratification of Ernst & Young as auditor, and an amendment to the 2020 Equity Incentive Plan. While all passed, director Linda Hollembaek received a notable 24.6% against vote (13.3M shares), and the say-on-pay proposal had 10.5% against votes, indicating some shareholder dissent.

• · Eddie Capel received 46,240,409 votes for (85.6% of votes cast) and 7,798,150 against.
• · Charles E. Moran received 49,295,647 for (91.2%) and 4,760,807 against.
• · Linda T. Hollembaek received 40,736,566 for (75.4%) and 13,311,873 against – highest dissent among directors.
• · Say-on-pay passed with 48,346,043 for (89.4%) and 5,701,372 against.
• · Auditor ratification passed with 53,188,995 for (95.4%) and 2,543,852 against; no broker non-votes.
• · Equity plan amendment passed with 51,202,541 for (94.7%) and 2,851,682 against.
• · Broker non-votes of 1,681,758 were recorded for all proposals except auditor ratification.

18-05-2026

CoreWeave closed a $3.1 billion delayed draw term loan facility (DDTL 5.0), the first publicly syndicated HPC-backed financing, which was meaningfully oversubscribed and saw pricing tighten by 50 basis points to SOFR + 4.50%. The facility, rated Ba2/BB+, supports deployments under two customer contracts and matures in ~5.5 years, further validating AI infrastructure as an asset class while the company has secured over $20 billion in debt and equity capital year-to-date. Despite the strong demand and institutional validation, the facility is rated below investment grade and tied to specific non-investment grade customers, introducing concentration risk.

• · The DDTL 5.0 has a maturity of approximately 5.5 years and is issued through CoreWeave Financing DDTL V, LLC.
• · The facility is a delayed draw term loan designed to align funding with deployment schedule and useful life of GPU assets.
• · Proceeds support two large, non-investment grade customer contracts.
• · Morgan Stanley and MUFG served as joint lead arrangers and bookrunners.
• · CoreWeave completed its public listing on Nasdaq (CRWV) in March 2025.
• · The DDTL 4.0 facility was investment-grade rated (not specified which rating) and was $8.5 billion.

18-05-2026

Texas Pacific Land Corporation (TPL) filed a Form 8-K on May 18, 2026, to furnish an investor presentation for its Investor Day held the same day in Midland, Texas. The presentation is provided as Exhibit 99.1 and is intended to be considered in context with the company's other SEC filings. No financial figures or operational results are disclosed in the 8-K itself.

18-05-2026

As of March 31, 2026, Claris Financial LLC reported a 13F portfolio valued at $182,781,431 with 178 holdings. The portfolio is heavily weighted toward ETFs, with the largest position being the First Trust Value Dividend Index ETF ($11,785,288, approximately 6.5% of portfolio). Other top holdings include Vanguard Growth ETF ($9,429,366), Apple Inc ($8,556,164), and iShares MSCI USA Momentum Factor ETF ($8,408,958), indicating a focus on U.S. large-cap equities and factor-based strategies.

• · The portfolio includes 178 distinct equity and ETF positions valued at $182.78M total.
• · The single largest holding is the First Trust Value Dividend Index ETF at $11.79M (6.45% of portfolio), followed closely by Vanguard Growth ETF at $9.43M (5.16%).
• · Apple Inc ($8.56M, 4.68%) is the top individual stock, with other large single-stock positions including NVIDIA ($6.16M), Microsoft ($4.85M), and Amazon ($2.38M).
• · ETFs dominate the top 10 holdings, representing approximately 40% of the total portfolio value.
• · The portfolio shows a mix of growth (Vanguard Growth ETF, iShares MSCI USA Momentum Factor ETF), value (Vanguard Value ETF, First Trust Value Dividend Index ETF), and income-oriented (FT Rising Dividend Achievers ETF, iShares Select Dividend ETF) strategies.
• · Exposure to technology is significant via individual names (Apple, NVIDIA, Microsoft) and sector/theme ETFs (Fidelity MSCI Information Technology Index ETF, Invesco QQQ Trust).
• · Notable smaller positions include Palantir Technologies ($491k), SoFi Technologies ($340k), and Insulet Corp ($420k).
• · The portfolio includes exposure to commodities via SPDR Gold Shares ($287k) and uranium/nuclear via VanEck ETF ($266k).

18-05-2026

Evofem Biosciences reported Q1 2026 net sales of $0.9M, up 6.4% from $0.8M in Q1 2025, driven by higher WAC and improved gross-to-net ratio for both PHEXX and SOLOSEC. However, the company swung to a net loss of $5.5M ($0.04 per share) from net income of $1.0M ($0.01 per share) in the prior year period, largely due to the absence of a one-time $5.6M R&D expense reduction recorded in Q1 2025. Total operating expenses (adjusted) decreased to $5.5M from $6.1M, while cash and equivalents improved to $1.5M from zero at year-end 2025, but trade receivables plummeted from $12.5M to $0.6M, and stockholders' deficit widened to $(77.6)M.

• · Q1 2026 net loss per basic share was $(0.04) vs Q1 2025 net income per basic share of $0.01.
• · Total current liabilities decreased to $78.8M from $84.8M at year-end 2025.
• · Restricted cash increased to $888K from $578K.
• · Research and development expense net was $518K in Q1 2026 vs $(5,035)K in Q1 2025 (the latter reflecting a one-time $5.6M reduction from trade payables settlement).
• · Selling and marketing expenses decreased to $2,093K from $2,600K.
• · General and administrative expenses were essentially flat at $2,372K vs $2,365K.
• · Change in fair value of financial instruments was a loss of $162K vs a gain of $1,221K in Q1 2025.
• · Weighted-average diluted shares used in Q1 2025 were 6,155,035,291 (reflecting convertible instruments) vs 133,246,864 in Q1 2026.
• · The company continues to have a going concern risk with a stockholders' deficit of $(77.6)M.

18-05-2026

18-05-2026

Lipocine Inc. announced via press release on May 18, 2026, that it will present at A.G.P.'s Annual Virtual Healthcare Company Showcase on May 20, 2026. The presentation is part of the company's investor outreach activities. No financial results or material updates were disclosed.

18-05-2026

South Dakota Investment Council filed its quarterly 13F-HR report with the SEC for the period ending March 31, 2026, disclosing a total portfolio value of approximately $5.24 billion across 622 equity holdings. The filing provides a snapshot of the council's equity positions as of quarter-end, with no comparative prior-period data included in the report.

• · The filing includes a mix of common stocks, one ADR (BP plc), and GameStop Corp. warrants expiring October 30, 2026.
• · Top equity positions by reported market value include Apple Inc. ($190.3M), Amazon.com Inc. ($120.6M), Alphabet Inc. Class A ($93.3M), Meta Platforms Inc. ($66.7M), and Broadcom Inc. ($40.9M).
• · The portfolio is diversified across sectors including technology, energy, healthcare, financials, industrials, and consumer discretionary.
• · No period-over-period comparisons are available as the 13F-HR filing only reports current quarter holdings.

18-05-2026

New Fortress Energy Inc. filed an 8-K on May 18, 2026, announcing the issuance of a press release providing updates on the implementation of its previously disclosed consensual UK Restructuring Plan. No financial details or specific performance metrics were disclosed in the filing.

18-05-2026

Tri-State Generation & Transmission Association announced that its member Mountain View Electric Association elected James Riggins to replace Rick Gordon as its representative on the Board of Directors, effective June 4, 2026. Mr. Riggins will serve on the External Affairs-Member Relations Committee. No financial or operational impact is expected from this board change.

• · The election was certified on May 14, 2026 and filed on May 18, 2026.
• · James Riggins will serve on the External Affairs-Member Relations Committee.
• · The change is effective June 4, 2026.

18-05-2026

CENTAURUS FINANCIAL, INC. filed its quarterly 13F-HR for the period ending March 31, 2026, disclosing a portfolio of common stocks and ETFs with a total market value of approximately $2.1 billion. The filing lists 1,058 holdings with significant allocations to broad market ETFs (e.g., SPDR S&P 500 ETF, SPDR S&P TECH) and individual names such as Tesla, Nvidia (via YieldMax), and Select Sector SPDRs.

• · Largest individual holding by value is the SPDR S&P 500 ETF Trust with a market value of $36.8 million (56,530 shares).
• · Other top ETF holdings include the Select Sector SPDR Technology ETF ($19.3M), SPDR S&P 500 ETF (8,625 shares, $8.6M), and VanEck Semiconductor ETF ($5.1M).
• · Individual stock positions include Tesla ($24.3M), Uber ($6.5M), and Waste Connections ($5.2M).
• · The portfolio also contains significant positions in alternative ETFs such as YieldMax NVDA Income ETF ($13.8M), SPDR Gold Trust ($13.5M), and VanEck Morningstar Wide Moat ETF ($4.5M).
• · No prior period comparison is provided, so quarter-over-quarter changes cannot be ascertained.

18-05-2026

New Era Energy & Digital, Inc. filed Amendment No. 1 to its Form S-3 registration statement (Shelf Registration) for the resale of common stock by selling stockholders. The company has executed a strategic pivot from legacy natural gas operations to focus on developing data center campuses with integrated power assets, with its flagship Texas Critical Data Centers (TCDC) project targeting over 1 GW of compute capacity. The company will not receive any proceeds from the sale of shares under this prospectus except from the exercise of Macquarie Warrants for cash; it remains an emerging growth company and smaller reporting company with associated reduced disclosure obligations.

• · The company was originally formed in 2020 as Roth CH Acquisition V Co., a SPAC, and completed a business combination with New Era Helium Corp. in December 2024.
• · Authorized capital stock consists of 245 million shares of common stock (par value $0.0001) and 5 million shares of preferred stock (par value $0.0001).
• · The company qualifies as an emerging growth company and a smaller reporting company, allowing reduced disclosure obligations and extended transition for new accounting standards.
• · Risk factors are incorporated by reference from the most recent Annual Report on Form 10-K and subsequent quarterly/current reports.