S&P 500 Healthcare Sector SEC Filings — May 19, 2026

19-05-2026

LiveWire Group, Inc. announced on May 19, 2026, that it has acquired the assets of Dust Motorcycle, Inc. (Dust Moto), an electric motorcycle company. The acquisition is expected to enhance LiveWire's product portfolio and competitive position in the electric motorcycle market. However, the filing contains no financial details, integration costs, or expected synergies, and the company cautions that the transaction involves significant risks, including unexpected costs and challenges in retaining key personnel and integrating operations.

• · The acquisition was announced via a press release on May 19, 2026, and the press release is attached as Exhibit 99.1 to the 8-K filing.
• · The company will file a separate 8-K under Item 1.01 containing the asset purchase agreement.
• · LiveWire is an emerging growth company and has not elected to use the extended transition period for complying with new financial accounting standards.
• · Forward-looking statements highlight risks including unexpected costs, failure to retain key personnel, and inability to achieve anticipated synergies.

19-05-2026

Financial Insights, Inc. filed its Q1 2026 13F-HR, reporting total holdings of $308,597,196 across 130 positions as of March 31, 2026. The portfolio is heavily weighted toward ETFs and large-cap tech giants, with top holdings including SPDR Series Trust (S&P 500 ETF) at $40,981,904, Schwab Strategic US Dividend Equity ETF at $28,871,429, and Microsoft Corp at $16,889,535. No prior-period data is provided, so period-over-period comparisons are not possible.

• · The filing was signed by Managing Partner Alexandria Criss on May 15, 2026.
• · All 130 positions are held with sole voting and dispositive power.
• · The portfolio includes a mix of U.S. large-cap, mid-cap, small-cap, international, sector-specific, and fixed-income ETFs, as well as individual equities.
• · Notable holdings include $3,360,162 in Amplify CWP Enhanced Dividend ETF (74,920 shares) and $2,050,170 in Amplify CWP International Enhanced Dividend ETF (50,659 shares).
• · The report covers the period ending March 31, 2026, and was filed with the SEC on May 19, 2026.

19-05-2026

TechPrecision Corp (TPCS) subsidiary Ranor Inc. and affiliates entered into a Fourteenth Amendment with Beacon Bank & Trust, extending the maturity date of their $4.5M revolving credit facility from May 15, 2026 to September 15, 2026. The amendment adds covenants requiring the Borrowers to provide a refinancing term sheet by July 31, 2026, and imposes a $15,000 failure-to-perform fee if amounts remain outstanding after the new maturity date. This short-term extension signals potential liquidity pressure, as the company must secure refinancing within four months or face additional costs and potential default.

• · The amendment is the Fourteenth Amendment to the Amended and Restated Loan Agreement and Tenth Amendment to the Second Amended and Restated Promissory Note.
• · If the Borrowers fail to provide a refinancing term sheet by July 31, 2026, Beacon may conduct field examinations of all assets and appraisals of all collateral at all locations.
• · The Borrowers must cooperate with and pay for a lender-ordered appraisal of one of the Company’s properties.
• · Nonpayment of any outstanding amounts after September 15, 2026 constitutes an event of default.
• · There is no material relationship between the Borrowers and Beacon other than the loan agreements and past borrowing relationship.

19-05-2026

News Corp filed an 8-K on May 19, 2026, disclosing that it has provided daily transaction disclosures to the Australian Securities Exchange (ASX) regarding its ongoing stock repurchase program, which authorizes up to $1 billion in aggregate share repurchases of Class A and Class B common stock. The filing includes forward-looking statements about the company's intent to repurchase shares from time to time, subject to market conditions and other factors.

• · The repurchase program covers both Class A common stock (ticker NWSA) and Class B common stock (ticker NWS), both listed on The Nasdaq Global Select Market.
• · The company is required to provide daily transaction disclosures to the ASX under ASX rules.
• · The filing includes forward-looking statements regarding the company's intent to repurchase shares, subject to changes in market price, general market conditions, securities laws, and alternative investment opportunities.

19-05-2026

Civista Bancshares, Inc. held its Annual Meeting on May 19, 2026, and furnished presentation materials via an 8-K filing. The company is a $4.3 billion financial holding company headquartered in Sandusky, Ohio, operating 44 locations across Ohio, Southeastern Indiana, and Northern Kentucky. No specific financial results or performance metrics were disclosed in the filing.

• · Civista Bank was founded in 1884.
• · The company's common shares trade on the NASDAQ Capital Market under the symbol 'CIVB'.
• · The presentation material is attached as Exhibit 99.1 and is furnished under Regulation FD.

19-05-2026

Definium Therapeutics, Inc. filed an 8-K on May 19, 2026, announcing the posting of an updated corporate presentation on its website. The presentation is attached as Exhibit 99.1. No financial results or material changes were disclosed.

• · The 8-K filing includes items 8.01 (Other Events) and 9.01 (Financial Statements and Exhibits).
• · The corporate presentation was posted on the company's website on May 19, 2026.
• · The registrant is an emerging growth company.

19-05-2026

GTS FINANCIAL, LLC filed its quarterly 13F-HR for the period ending March 31, 2026, reporting 43 equity holdings with a total market value of approximately $126.3 million. The portfolio is heavily concentrated in fixed-income and buffer ETFs, with the top positions being SPDR SERIES TRUST ($22.6M), iShares 0-3 Month Treasury ($14.5M), and Federated Hermes Total Return Bond ETF ($12.5M). The filing shows a diversified mix of equity and fixed-income ETFs, but no period-over-period comparisons are available as this is a single-period snapshot.

• · The largest single holding is SPDR SERIES TRUST (SPDR Portfolio Aggregate Bond ETF) at $22.6M, representing about 18% of the portfolio.
• · The second-largest holding is iShares 0-3 Month Treasury Bond ETF at $14.5M.
• · The third-largest is Federated Hermes Total Return Bond ETF at $12.5M.
• · Equity exposure includes Berkshire Hathaway Class B ($0.57M) and Eli Lilly ($0.86M).
• · The portfolio has significant exposure to Innovator defined-outcome buffer ETFs (multiple series) totaling approximately $19.伟M across 8 positions.
• · No short positions or put/call options were reported; all holdings are listed as sole voting and investment authority.

19-05-2026

New Era Energy & Digital, Inc. filed an 8-K on May 18, 2026, disclosing its investor presentation which outlines progress toward commercializing its TCDC project. The company has established a funding pathway including a $115M registered common stock offering, a Macquarie credit facility of up to $290M plus $5M equity at $5.00 per share, and over $80M cash as of April 30, 2026. However, the presentation contains forward-looking statements with significant risks, and the company remains an emerging growth company with no current revenue from the TCDC project.

• · The company changed its name from New Era Helium Inc. on December 9, 2024, and from Roth CH V Holdings, Inc. on June 25, 2024.
• · Securities are traded on Nasdaq under symbols NUAI (common stock) and NUAIW (warrants).
• · The company is an emerging growth company and has elected not to use the extended transition period for complying with new financial accounting standards.
• · The investor presentation was furnished, not filed, under Regulation FD and is not incorporated by reference into other SEC filings.
• · The presentation includes forward-looking statements with risks including ability to construct and lease the flagship project, access financing, supply chain disruptions, tariffs, and geopolitical turmoil.

19-05-2026

The Federal Home Loan Bank of New York issued two consolidated obligations on May 14, 2026, with a total par value of $26,500,000. The first is a $10,000,000 callable bond (CUSIP 3130BAS24) with a 4% coupon, maturing November 19, 2027, and redeemable on a Bermudan call schedule starting November 19, 2026. The second is a $16,500,000 non-callable fixed-rate bond (CUSIP 3130BASC2) with a 3.85% coupon, maturing January 6, 2028. Both bonds are fixed-rate constant obligations, representing routine funding activities with no unusual terms or negative features.

• · Trade date for both bonds: May 14, 2026.
• · Settlement date for callable bond: May 19, 2026; for non-callable bond: May 18, 2026.
• · Next pay date for callable bond: November 19, 2026; non-callable bond: January 6, 2028.
• · Callable bond has a Bermudan call style, redeemable on specified recurring dates starting November 19, 2026.
• · Non-callable bond has no call feature (Non-Callable).
• · Both bonds are Fixed Constant rate type/subtype.

19-05-2026

McIlrath & Eck, LLC filed its Form 13F-HR for the quarter ended March 31, 2026, reporting a total of $1,349,175,726 in holdings across a diversified portfolio of equities, ETFs, mutual funds, and fixed-income securities. Major positions include Apple Inc. ($14,939,498), Alphabet Inc. Class C ($5,123,690), Amazon.com Inc. ($4,377,419), and American Century ETF Trust Avantis U.S. Mid Cap Equity ETF ($55,135,752). The filing shows a broad mix of large-cap stocks, sector ETFs, and income-oriented funds, with no apparent concentration in any single sector.

• · The filing includes 1,645 individual holdings with a total market value of $1,349,175,726.
• · Top equity holdings include Apple Inc. ($14,939,498), Alphabet Inc. Class C ($5,123,690), and Amazon.com Inc. ($4,377,419).
• · The portfolio contains a significant allocation to American Century ETFs, particularly Avantis U.S. Mid Cap Equity ETF ($55,135,752) and Avantis U.S. Large Cap Value ETF ($20,201,964).
• · Fixed-income holdings include corporate bonds from Alphabet Inc., American Express Co., Amphenol Corp., and Anheuser-Busch InBev Worldwide Inc., each with a face value of $4,000.
• · The fund also holds positions in precious metal ETFs: Aberdeen Std Silver ETF Trust ($16,884,023) and Aberdeen Std Gold ETF Trust ($86,920).
• · Several small speculative positions are present, such as American Battery Technology Co. ($95), American Lithium Corp. ($134), and Alchemy Creative Inc. ($0).

19-05-2026

Waterstone Financial, Inc. held its 2026 Annual Meeting on May 19, 2026, where shareholders elected three directors (Stephen Schmidt, Derek Tyus, Molly Mulroy) to serve until 2029, ratified Forvis Mazars, LLP as auditors, and approved advisory votes on executive compensation and frequency of voting. All proposals passed with strong support, though there were notable withheld votes for director Stephen Schmidt (668,600) and a significant number of votes for a 3-year frequency on executive compensation (1,249,023).

• · Proposal 1: Stephen Schmidt received 11,296,357 for and 668,600 withheld; Derek Tyus received 11,644,708 for and 320,249 withheld; Molly Mulroy received 11,636,482 for and 328,475 withheld.
• · Proposal 2: Ratification of auditors received 14,753,029 for, 84,156 against, and 113,581 abstain.
• · Proposal 3: Advisory vote on executive compensation received 11,280,893 for, 549,962 against, and 134,102 abstain.
• · Proposal 4: Advisory vote on frequency of executive compensation: 1 year (10,611,408), 2 years (50,356), 3 years (1,249,023), abstain (54,170).

19-05-2026

Pinnacle Financial Partners, Inc. completed a public offering of $750 million aggregate principal amount of 5.596% Fixed Rate / Floating Rate Senior Notes due 2032 on May 19, 2026. The notes bear a fixed rate of 5.596% for the first five years, then float at SOFR plus 1.70% for the final year. The offering was registered under the company's shelf registration statement and the notes were issued under a senior indenture with The Bank of New York Mellon Trust Company, N.A. as trustee.

• · The notes mature on May 19, 2032.
• · Interest is payable semi-annually during the fixed-rate period and quarterly during the floating-rate period.
• · The offering was made under shelf registration statement File No. 333-292560.
• · The base indenture was originally dated February 13, 2012, and was supplemented on January 1, 2026.
• · Legal opinions on the validity of the notes were provided by Wachtell, Lipton, Rosen & Katz and Allan E. Kamensky.

19-05-2026

Cisco reported strong Q3 FY2026 results with total revenue of $15,841M, up 12.0% YoY from $14,149M, driven by product revenue growth of 16.8% to $12,117M. Net income rose 35.4% to $3,373M ($0.85 per diluted share) from $2,491M ($0.62 per diluted share). However, services revenue declined 1.4% YoY to $3,724M, and operating cash flow decreased 11.7% to $8,791M for the nine-month period, reflecting higher inventory and lower deferred revenue.

• · Gross margin for Q3 FY2026 was $10,080M, up from $9,278M in Q3 FY2025.
• · Total operating expenses for Q3 FY2026 were $6,120M, relatively flat compared to $6,076M in Q3 FY2025.
• · Restructuring and other charges were a credit of $1M in Q3 FY2026 versus a charge of $34M in Q3 FY2025.
• · Interest and other income (loss), net was $79M in Q3 FY2026, compared to a loss of $255M in Q3 FY2025.
• · Provision for income taxes increased to $666M in Q3 FY2026 from $456M in Q3 FY2025.
• · Cash dividends declared were $0.42 per common share in Q3 FY2026, up from $0.41 in Q3 FY2025.
• · Share repurchases totaled $1,252M in Q3 FY2026, compared to $1,504M in Q3 FY2025.
• · Inventories increased to $4,708M at April 25, 2026 from $3,164M at July 26, 2025.
• · Short-term debt rose to $11,932M from $5,232M at July 26, 2025.
• · Long-term debt decreased to $19,371M from $22,861M at July 26, 2025.

19-05-2026

Humana Inc. completed the issuance and sale of $750 million each of Pre-Capitalized Trust Securities (P-Caps) through two trusts (2036 Trust and 2055 Trust) on May 15, 2026, providing on-demand capital and liquidity. The P-Caps allow Humana to issue up to $750 million of 6.062% Senior Notes due 2036 and $750 million of 6.887% Senior Notes due 2055 over ten- and thirty-year periods, respectively. The trusts invested proceeds in U.S. Treasury strips, and Humana will pay semi-annual facility fees of 1.661% and 1.916% on unexercised portions, with mandatory redemption of P-Caps in 2036 and 2055.

• · The P-Caps were sold to initial purchasers for resale to qualified institutional buyers under Rule 144A and can only be held by qualified purchasers under Section 3(c)(7) of the Investment Company Act.
• · The P-Caps do not carry registration rights.
• · Upon a change of control triggering event, the Company must offer to repurchase Senior Notes at 101% of principal amount plus accrued interest.
• · The Company may redeem Senior Notes before the Par Call Date at the greater of principal amount and a make-whole redemption price; on or after the Par Call Date at 100% of principal amount.
• · The Indentures include covenants restricting liens, mergers, and asset sales.
• · The 2036 Senior Notes mature on February 15, 2036; the 2055 Senior Notes mature on November 15, 2055.
• · The P-Caps are mandatorily redeemable on February 15, 2036 (2036 Trust) and November 15, 2055 (2055 Trust).

19-05-2026

WSFS Financial Corporation held its 2026 Annual Meeting on May 14, 2026, where stockholders elected three directors for three-year terms, approved advisory say-on-pay compensation, and ratified KPMG LLP as independent auditor for fiscal 2026. All proposals passed with strong support, though director David G. Turner received a notable 10.8% withheld vote (4,936,621 votes), indicating some shareholder dissent.

• · David G. Turner received 4,936,621 withheld votes (10.8% of votes cast excluding broker non-votes), the highest dissent among the three director candidates.
• · Advisory say-on-pay passed with 45,154,752 for votes and only 487,208 against, indicating strong shareholder support for executive compensation.
• · Ratification of KPMG LLP as auditor passed with 47,050,616 for votes and 1,471,016 against, a 96.9% approval rate.
• · Broker non-votes were 2,841,555 for all director elections and 2,841,562 for the say-on-pay proposal, reflecting shares not voted by brokers on non-routine matters.

19-05-2026

Parabilis Medicines, Inc. filed an S-1 registration statement on May 19, 2026, for an initial public offering of common stock on the Nasdaq Global Market under the symbol 'PBLS'. The company plans to concurrently raise $75.0 million from Regeneron in a private placement at 90% of the IPO price. Net losses widened from $117.9 million in FY2024 to $145.9 million in FY2025, and from $38.3 million in Q1 2025 to $45.3 million in Q1 2026, driven by rising R&D and G&A expenses.

• · The company has an accumulated deficit of $586.8 million as of March 31, 2026.
• · Total stockholders' deficit was $570.3 million as of March 31, 2026.
• · Convertible preferred stock stood at $814.5 million as of March 31, 2026.
• · Net loss per share allocable to common stockholders worsened from $(54.25) in FY2024 to $(60.04) in FY2025, and from $(15.49) in Q1 2025 to $(22.47) in Q1 2026.
• · Sublease income from related party dropped to zero in Q1 2026 from $1.1 million in Q1 2025.
• · Interest income declined 47.2% year-over-year from FY2024 to FY2025, but increased 93.2% quarter-over-quarter from Q1 2025 to Q1 2026.
• · The company has a SAFE agreement of $50.0 million that will convert into common stock at the IPO price.
• · The concurrent private placement with Regeneron is for $75.0 million at 90% of the IPO price and is contingent on the IPO closing, but the IPO is not contingent on the private placement.

19-05-2026

Cingulate Inc. announced that Class II directors Jeff Ervin and Jay Roberts will not stand for re-election at the 2026 Annual Meeting to reduce board size. The board will shrink to five directors and appoint a new chairman. Jeff Hargroves resigned as a Class I director and was immediately reappointed as a Class II director to maintain class balance, and he will stand for election at the Annual Meeting.

• · The board reduction is intended to reduce size from current to five directors.
• · Jeff Hargroves was reappointed as a Class II director on May 18, 2026.
• · Following the reappointment, Class I directors are Peter Werth and Frederick Jiang.
• · The company is an emerging growth company and has not elected to use the extended transition period for complying with new financial accounting standards.

19-05-2026

Greenland Mines Ltd (formerly Klotho Neurosciences, Inc.) filed an amendment (8-K/A) to its March 10, 2026 Form 8-K regarding the acquisition of Greenland Mines, Inc. The company determined that the acquired assets do not constitute a business under Rule 3-05 of Regulation S-X, and therefore no financial statements or pro forma financial information are required. The filing is procedural and does not provide any new financial or operational data.

• · The company's common stock trades on Nasdaq under symbol GRML, and its warrants trade under GRMLW.
• · The company is an emerging growth company and has elected not to use the extended transition period for complying with new or revised financial accounting standards.
• · The company changed its name from Klotho Neurosciences, Inc. to Greenland Mines Ltd on October 1, 2024.
• · The company's business address is 1300 South Boulevard, Suite D, Charlotte, NC 28203.

19-05-2026

Cellectar Biosciences, Inc. filed an S-1 registration statement with the SEC on May 19, 2026, for a proposed public offering of securities. The filing includes exhibits related to the company's capital stock, warrants, and material agreements, but does not disclose the number of shares or the proposed offering price. The registration statement is preliminary and subject to SEC review.

• · The filing includes exhibits for multiple series of preferred stock (Series D, Series E) and various warrants (Tranche A, Tranche B, Series I, Series II, Common Stock Purchase Warrants A/B/C).
• · The registration statement incorporates by reference the company's annual report on Form 10-K filed on March 13, 2025.
• · The filing includes a consent from Deloitte & Touche LLP, the independent registered public accounting firm.
• · The company has a history of multiple amendments to its certificate of incorporation and various equity financing transactions dating back to 2011.

19-05-2026

Bayview Acquisition Corp filed a Form 8-K on May 19, 2026, disclosing Amendment No. 4 to its Merger Agreement, which extends the Outside Closing Date from June 15, 2026, to December 19, 2026. This marks the fourth amendment to the original merger agreement entered into on June 7, 2024, with prior amendments addressing earnout milestones, transaction sequencing, and a previous extension. The repeated extensions suggest potential delays in closing the business combination.

• · The original Merger Agreement was entered into on June 7, 2024.
• · Amendment No. 1 (June 26, 2024) revised earnout milestones to reflect new consolidated revenue metrics.
• · Amendment No. 2 (May 14, 2025) realigned the sequence of transactions.
• · Amendment No. 3 (January 21, 2026) extended the Outside Closing Date to June 15, 2026.
• · The company is an emerging growth company and has not elected to use the extended transition period for complying with new financial accounting standards.

19-05-2026

Energy Transition Special Opportunities (ticker ETSS U) priced its $150 million initial public offering of 15,000,000 units at $10.00 per unit on May 14, 2026, with the units expected to begin trading on the NYSE on May 15, 2026. The blank check company intends to target businesses in climate transition, specialty finance, renewable energy, and regenerative agriculture. The offering is expected to close on May 18, 2026, subject to customary conditions, and the underwriters have a 45-day option to purchase up to an additional 2,250,000 units to cover over-allotments.

• · The Company is a blank check company formed to effect a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination.
• · Target sectors include climate transition, specialty finance, renewable energy, and regenerative agriculture.
• · The registration statement was declared effective by the SEC on May 14, 2026.
• · The underwriters have a 45-day option to purchase up to an additional 2,250,000 units at the IPO price to cover over-allotments.
• · Once separate trading begins, Class A ordinary shares will trade under 'ETSS' and warrants under 'ETSS WS' on the NYSE.

19-05-2026

The 13F-HR filing for Financial Avengers, Inc. as of March 31, 2026, discloses a portfolio with a reported total fair value of approximately $2.193 billion across 151 equity positions. Major holdings include significant positions in Apple Inc. (8,601,900 shares valued at ~$2.18B from context, likely the largest single holding by value), Amazon.com Inc. (10,696,600 shares), and NVIDIA Corp. (16,497,300 shares). The filing also shows a substantial allocation to fixed-income ETFs and ADRs, with positions in ASML and Taiwan Semiconductor.

• · The portfolio includes 151 positions reported on Form 13F.
• · Top equity holdings by share count: Amazon.com (10,696,600 shares), Apple (8,601,900 shares), NVIDIA (16,497,300 shares), Microsoft (1,560,800 shares), Alphabet Class C (7,355,300 shares), Meta Platforms (1,121,000 shares), JPMorgan Chase (788,000 shares — note: this seems low; the figure 78800 may be truncated; check source).
• · Large positions in fixed income ETFs: iShares Broad USD IG Corporate Bond ETF (10,124,800 shares) and Vanguard Total Bond Market ETF (6,093,000 shares), indicating a balanced or income-oriented strategy.
• · The portfolio includes a mix of ADRs (ASML, Hermes, LVMH, Prada, Rolls-Royce, Taiwan Semi, Takeda, Trip.com, Unilever) and Canadian-listed securities (Shopify, Bank of Montreal).
• · A significant position in Kenvue Inc. (10,719,400 shares), likely a spin-off from Johnson & Johnson.
• · Sector exposure appears diversified across technology (Apple, NVIDIA, Microsoft, Broadcom), consumer staples (Procter & Gamble, Coca-Cola, PepsiCo), healthcare (Johnson & Johnson, AbbVie, Eli Lilly, Pfizer), and real estate (American Tower, Equity Residential, Public Storage).
• · Holdings in REITs include American Healthcare REIT (50,000 shares), Equity Residential (56,500 shares), Iron Mountain (61,800 shares), Medical Properties Trust (69,100 shares), Public Storage (3,600 shares), and STAG Industrial (22,900 shares).

19-05-2026

Tompkins Financial Corp (TMP) reported a record full-year 2025 GAAP net income of $161.1M (EPS $11.24, +127% YoY) and record Q1 2026 EPS of $1.82 (+33% YoY), driven by expanding net interest margin, loan growth, and the sale of TIA. However, excluding one-time items (TIA sale gain of $129.3M and a securities repositioning loss of $58.6M), 2025 operating EPS was $6.31 (+27% YoY). While profitability metrics (ROAA, ROAE) improved significantly, the company's 5-year and 10-year total shareholder returns of 5.1% and 5.7% trail the peer medians of 6.1% and 9.0%, respectively.

• · Total capital ratio reflects capital that is $278 million above regulatory minimums.
• · Wholesale funding as a percentage of total assets improved to 6.4% in Q1 2026 from 9.8% in 2019.
• · Loan to deposit ratio at Q1 2026 was 91.8%.
• · Tier 1 Capital Ratio of 10.58% at Q1 2026, up 14% vs prior year.
• · Book Value per share of $65.78 at Q1 2026, up 28% vs prior year.
• · Stock valuation as of April 28, 2026: P/LTM Core EPS 14.5x, P/TBV 1.41x, Dividend Yield 3.1%.
• · Stock valuation as of April 28, 2025 (comparison): P/LTM Core EPS 11.7x, P/TBV 1.32x, Dividend Yield 4.2%.
• · 10-year CAGR of GAAP Diluted EPS is 11.3%, but 10-year CAGR of Operating EPS is 5.0% (from 2015's $3.87).
• · Disciplined credit culture with 10-year average net charge-offs below 0.04%.
• · Peer comparison (Proxy Peer Median): 5-year total return 6.1% (TMP 5.1%), 10-year total return 9.0% (TMP 5.7%).

19-05-2026

Orographic Financial Advisors, LLC filed its 13F-HR for the quarter ended March 31, 2026, reporting 106 equity holdings with a total market value of approximately $141.1 million. The portfolio is diversified across ETFs, large-cap equities, and REITs, with top holdings including Apple Inc. ($8.2M), Exxon Mobil Corp. ($7.0M), and TJX Companies ($6.1M). The filing reflects a balanced allocation with significant positions in Schwab ETFs and income-oriented securities.

• · Top 10 holdings by value: Apple ($8.2M), Exxon Mobil ($7.0M), TJX ($6.1M), Microsoft ($5.7M), Berkshire Hathaway ($4.1M), Vanguard Info Tech ETF ($3.9M), Cisco ($3.8M), AT&T ($3.4M), Howmet Aerospace ($3.4M), Chevron ($3.3M).
• · Largest single position by shares: Organon & Co. (254,200 shares, $1.5M).
• · Significant ETF exposure: Schwab US Dividend Equity ETF ($4.2M, 136,232 shares), Schwab U.S. Large-Cap ETF ($2.1M, 83,788 shares), Schwab Short-Term US Treasury ETF ($1.2M, 49,946 shares).
• · Notable REIT holdings: NNN REIT ($1.3M), Crown Castle ($1.5M), American Tower ($1.6M), VICI Properties ($203K), Simon Property Group ($204K).
• · No period-over-period comparisons available as this is a single filing.

19-05-2026

Independent Financial Group, LLC filed its quarterly 13F-HR report for the period ending March 31, 2025, disclosing 1,174 holdings with a total market value of approximately $2.91 billion. The portfolio is heavily concentrated in mega-cap technology stocks, with Apple Inc. ($105.1M), Amazon.com Inc. ($62.3M), Broadcom Inc. ($61.6M), and Alphabet Inc. (Class C, $19.5M; Class A, $15.2M) representing the largest positions. The filing reflects a diversified mix of equities, ETFs, and fixed-income securities, with notable exposure to alternative asset managers (Blackstone Inc., $8.0M; Ares Capital Corp., $6.1M) and real estate investment trusts (American Healthcare REIT, $5.7M; Blackstone Mortgage Trust, $4.5M).

• · The filing was submitted on May 19, 2026, for the period ending March 31, 2025.
• · The filer's CIK is 0000275484 and SEC file number is 028-26850.
• · The filer's business address is 12671 High Bluff Drive, Suite 200, San Diego, CA 92130.
• · The filer has undergone multiple name changes, including from IFG Financial Group, LLC and Hagerty Stewart & Associates LLC.
• · The portfolio includes a significant allocation to structured products and ETFs, such as AIM ETF Products Trust (multiple series) and Capital Group ETFs.
• · The filing includes holdings in alternative asset managers (Blackstone, Ares, Blue Owl) and business development companies (BDCs) like Ares Capital, Blackstone Secured Lending, and CION Investment.
• · The portfolio has exposure to real estate through REITs (American Healthcare REIT, Blackstone Mortgage Trust, Arbor Realty Trust, AGNC Investment, Annaly Capital Management).
• · The filing includes a small position in Berkshire Hathaway Class A (2 shares, value $1.6M) and a larger Class B position (32,965 shares, value $17.6M).
• · The portfolio includes international exposure via ADRs (Alibaba, ASML, ARM Holdings, AstraZeneca, BP, British American Tobacco, etc.).
• · The filing includes a position in Bitwise Bitcoin ETF Trust (8,966 shares, value $402,394).
• · The portfolio includes several leveraged and inverse ETFs (Bank Montreal 2x Leveraged, Microsectors FANG).
• · The filing includes a position in American Battery Technology Co. (10,353 shares, value $10,664), a small-cap stock.
• · The filing includes a position in ChargePoint Holdings Inc. (19,137 shares, value $11,578), indicating exposure to electric vehicle charging infrastructure.
• · The filing includes a position in Archer Aviation Inc. (13,392 shares, value $95,218), indicating exposure to electric vertical takeoff and landing (eVTOL) aircraft.
• · The filing includes a position in AST SpaceMobile Inc. (61,827 shares, value $1.4M), indicating exposure to space-based cellular broadband.
• · The filing includes a position in Bloom Energy Corp. (27,070 shares, value $532,197), indicating exposure to fuel cell technology.
• · The filing includes a position in CareCloud Inc. (25,207 shares, value $35,038), a healthcare IT company.
• · The filing includes a position in Altice USA Inc. (36,280 shares, value $96,505), a cable and telecommunications company.
• · The filing includes a position in Central Puerto S.A. ADR (22,218 shares, value $246,398), an Argentine electric utility.
• · The filing includes a position in Centrais Eletricas Brasileiras ADR (42,998 shares, value $305,286), a Brazilian electric utility.
• · The filing includes a position in Banco BBVA Argentina S.A. ADR (32,456 shares, value $588,109), an Argentine bank.
• · The filing includes a position in Camping World Holdings Inc. (23,150 shares, value $374,104), an RV and outdoor recreation retailer.
• · The filing includes a position in Carters Inc. (17,000 shares, value $695,300), a children's apparel company.
• · The filing includes a position in ACCO Brands Corp. (204,800 shares, value $858,112), a office products company.
• · The filing includes a position in Beyond Inc. (231,050 shares, value $1.34M), the parent company of Overstock.com and Bed Bath & Beyond.
• · The filing includes a position in American Battery Technology Co. (10,353 shares, value $10,664), a battery recycling and technology company.
• · The filing includes a position in Alphatec Holdings Inc. (47,300 shares, value $479,622), a medical device company focused on spine surgery.
• · The filing includes a position in Amedisys Inc. (2,500 shares, value $231,575), a home health and hospice care provider.
• · The filing includes a position in Arcosa Inc. (3,744 shares, value $288,768), an infrastructure-related products and services company.
• · The filing includes a position in Astera Labs Inc. (7,495 shares, value $447,227), a semiconductor company focused on connectivity solutions for data centers.
• · The filing includes a position in Axon Enterprise Inc. (2,849 shares, value $1.5M), a public safety technology company.
• · The filing includes a position in Bain Capital Specialty Finance Inc. (91,276 shares, value $1.5M), a business development company.
• · The filing includes a position in BlackRock TCP Capital Corp. (46,836 shares, value $375,156), a business development company.
• · The filing includes a position in Blackstone Strategic Credit Fund (18,362 shares, value $221,813), a closed-end fund.
• · The filing includes a position in Blue Owl Capital Corporation (234,847 shares, value $3.4M), a business development company.
• · The filing includes a position in Brookfield Real Assets Income Fund (28,490 shares, value $374,928), a closed-end fund.
• · The filing includes a position in Calamos Convertible Opportunities & Income Fund (42,566 shares, value $408,208), a closed-end fund.
• · The filing includes a position in Capital Southwest Corp. (14,735 shares, value $328,885), a business development company.
• · The filing includes a position in Carlyle Secured Lending Inc. (20,615 shares, value $333,551), a business development company.
• · The filing includes a position in Chimera Investment Corp. (42,366 shares, value $543,556), a mortgage REIT.
• · The filing includes a position in CION Investment Corp. (336,284 shares, value $3.5M), a business development company.
• · The filing includes a position in Apollo Commercial Real Estate Finance Inc. (27,750 shares, value $265,568), a commercial mortgage REIT.
• · The filing includes a position in Allspring Multi Sector Income Fund (52,515 shares, value $484,188), a closed-end fund.
• · The filing includes a position in AllianceBernstein Global High Income Fund (206,635 shares, value $2.2M), a closed-end fund.
• · The filing includes a position in BlackRock Multi Sector Income Trust (15,422 shares, value $223,311), a closed-end fund.
• · The filing includes a position in BlackRock MuniYield Quality Fund (10,510 shares, value $123,072), a closed-end municipal bond fund.
• · The filing includes a position in BlackRock Resources & Commodities (34,239 shares, value $319,450), a closed-end fund.
• · The filing includes a position in Aberdeen Healthcare Investors (13,025 shares, value $211,526), a closed-end fund.
• · The filing includes a position in Aberdeen Life Sciences Investors (13,472 shares, value $170,954), a closed-end fund.
• · The filing includes a position in Aberdeen Income Credit Strategies Fund (19,173 shares, value $112,929), a closed-end fund.
• · The filing includes a position in Angel Oak Funds Trust Income ETF (50,452 shares, value $1.0M), an ETF.
• · The filing includes a position in Angel Oak Funds Trust Oak Ultrashort (123,250 shares, value $6.3M), an ETF.
• · The filing includes a position in AB Active ETFs Inc Conservative (19,660 shares, value $760,252), an ETF.
• · The filing includes a position in AB Active ETFs Inc Ultra Short Income (33,936 shares, value $1.7M), an ETF.
• · The filing includes a position in Alps ETF Trust Active REIT ETF (30,158 shares, value $823,313), an ETF.
• · The filing includes a position in Alps ETF Trust Alerian MLP (98,466 shares, value $5.1M), an ETF.
• · The filing includes a position in American Century ETF Trust Quality Convertible (4,600 shares, value $205,322), an ETF.
• · The filing includes a position in American Century ETF Trust US Small Cap Value (6,655 shares, value $580,116), an ETF.
• · The filing includes a position in Amplify ETF Trust Amplify Cybersecurity (44,259 shares, value $3.2M), an ETF.
• · The filing includes a position in ARK ETF Trust Fintech Innovation (15,094 shares, value $502,026), an ETF.
• · The filing includes a position in ARK ETF Trust Innovation ETF (19,557 shares, value $930,531), an ETF.
• · The filing includes a position in ARK ETF Trust Next Generation Internet (3,411 shares, value $322,919), an ETF.
• · The filing includes a position in Bitwise Bitcoin ETF Trust (8,966 shares, value $402,394), an ETF.
• · The filing includes a position in BlackRock ETF Trust iShares Advantage (45,204 shares, value $1.3M), an ETF.
• · The filing includes a position in BlackRock ETF Trust iShares International Dividend (16,592 shares, value $429,567), an ETF.
• · The filing includes a position in BlackRock ETF Trust iShares US Equity (76,968 shares, value $3.8M), an ETF.
• · The filing includes a position in BlackRock ETF Trust II iShares Flexible (101,403 shares, value $5.3M), an ETF.
• · The filing includes a position in BNY Mellon ETF Trust International Equity (10,721 shares, value $829,377), an ETF.
• · The filing includes a position in Cambria ETF Trust Cambria Foreign Shareholder Yield (12,875 shares, value $346,724), an ETF.
• · The filing includes a position in Cambria ETF Trust Emerging Shareholder Yield (12,009 shares, value $381,286), an ETF.
• · The filing includes a position in Capital Group Core Balanced ETF (20,447 shares, value $633,448), an ETF.
• · The filing includes a position in Capital Group Core Equity ETF (50,927 shares, value $1.7M), an ETF.
• · The filing includes a position in Capital Group Dividend Value ETF (83,452 shares, value $3.0M), an ETF.
• · The filing includes a position in Capital Group Global Growth Equity ETF (23,735 shares, value $672,413), an ETF.
• · The filing includes a position in Capital Group Growth ETF (146,667 shares, value $5.0M), an ETF.
• · The filing includes a position in Capital Group Fixed Income ETF Core Bond ETF (72,366 shares, value $1.9M), an ETF.
• · The filing includes a position in Capital Group Fixed Income ETF Core Plus Income (73,920 shares, value $1.7M), an ETF.
• · The filing includes a position in Capital Group Fixed Income ETF Short Duration (28,729 shares, value $741,484), an ETF.
• · The filing includes a position in Capital Group Fixed Income ETF US Multi-Sector (8,504 shares, value $232,159), an ETF.
• · The filing includes a position in Bank of Montreal Medium Term Note linked to 38 (41,643 shares, value $2.1M), a structured note.
• · The filing includes a position in Bank of Montreal 2x Leveraged (47,721 shares, value $3.3M), a leveraged ETF.
• · The filing includes a position in Bank of Montreal Microsectors FANG (833 shares, value $299,880), an ETF.
• · The filing includes a position in AIM ETF Products Trust AllianzIM Buffer (62,461 shares, value $1.5M), an ETF.
• · The filing includes a position in AIM ETF Products Trust AllianzIM US Equity (12,507 shares, value $322,724), an ETF.
• · The filing includes a position in AIM ETF Products Trust AllianzIM US Large Cap (16,490 shares, value $492,351), an ETF.
• · The filing includes a position in AIM ETF Products Trust US Large Cap 6M Apr (7,050 shares, value $222,639), an ETF.
• · The filing includes a position in AIM ETF Products Trust US Large Cap 6M Jan (55,875 shares, value $1.7M), an ETF.
• · The filing includes a position in AIM ETF Products Trust US Large Cap B20 May (8,000 shares, value $245,088), an ETF.
• · The filing includes a position in AIM ETF Products Trust US Large Cap B20 Mar (10,497 shares, value $325,288), an ETF.
• · The filing includes a position in AIM ETF Products Trust US Large Cap B10 Feb (7,998 shares, value $261,352), an ETF.
• · The filing includes a position in AIM ETF Products Trust US Large Cap B10 Jan (11,841 shares, value $416,176), an ETF.
• · The filing includes a position in AIM ETF Products Trust US Large Cap B10 Jul (14,319 shares, value $547,732), an ETF.
• · The filing includes a position in AIM ETF Products Trust US Large Cap B20 Apr (23,812 shares, value $764,127), an ETF.
• · The filing includes a position in AIM ETF Products Trust US Large Cap B20 Dec (6,750 shares, value $202,177), an ETF.
• · The filing includes a position in AIM ETF Products Trust US Large Cap B20 Feb (19,800 shares, value $601,629), an ETF.
• · The filing includes a position in AIM ETF Products Trust US Large Cap B20 Jul (24,422 shares, value $841,729), an ETF.
• · The filing includes a position in AIM ETF Products Trust US Large Cap B20 Oct (8,716 shares, value $306,106), an ETF.

19-05-2026

For Q1 2026, BioForce Nanosciences Holdings reported no revenue and a net loss of $102,411, an 89% improvement from the $935,457 net loss in Q1 2025, which included an $802,000 loss on liability settlement. The company's cash position improved to $6,347 from $786 at year-end 2025, though total liabilities rose to $727,301 from $619,329 and the accumulated deficit widened to ($162,514,528).

• · The company has no revenue and relies on cash from financing activities and related parties.
• · General and administrative expenses decreased 56.8% from $27,707 in Q1 2025 to $11,983 in Q1 2026, contributing to the narrower loss.
• · Board of Directors Compensation remained flat at $105,750 per quarter.
• · The company issued 4,250,000 shares of common stock in Q1 2025 to satisfy $2,975,000 in liabilities, increasing the share count from 29,271,755 to 33,521,755; no additional shares were issued in Q1 2026.
• · The company is a shell company (Entity Shell Company: false), but per the filing it is not classified as a shell at the time of this filing.
• · Cash from operations provided $7,088 in Q1 2026 vs. using $15,215 in Q1 2025, a favorable swing due to reduced operating loss and changes in accrued expenses.

19-05-2026

CIM Investment Management Inc. filed its quarterly 13F-HR report for the period ending March 31, 2026, disclosing equity holdings valued at approximately $374.8 million across 251 positions. The firm's largest holdings include NVIDIA Corporation ($18.5M), Apple Inc. ($11.3M), and Alphabet Inc. Class A ($8.9M), reflecting a strong tilt toward large-cap technology stocks. The filing shows a diversified portfolio spanning technology, healthcare, energy, and consumer sectors, with no single position dominating.

• · The filing was submitted on May 19, 2026, for the period ending March 31, 2026.
• · CIM Investment Management Inc. is headquartered in Pittsburgh, PA, at 436 Seventh Avenue, Koppers Building Suite 2600.
• · The firm's top ten holdings by value include NVIDIA ($18.5M), Apple ($11.3M), Alphabet Class A ($8.9M), Microsoft ($8.6M), Amazon ($5.6M), Broadcom ($6.5M), Meta Platforms ($5.3M), Alphabet Class C ($5.1M), Berkshire Hathaway ($4.0M), and JPMorgan Chase ($4.1M).
• · Notable smaller positions include Peloton Interactive ($43,432), American Vanguard Corp ($34,683), and Clean Energy Fuels Corp ($77,902).
• · The portfolio includes a Contingent Value Right (CVR) for Contra Verve Therapeutic with a value of $0.
• · All 251 positions are listed with sole voting and dispositive power, indicating no shared or non-dispositive authority.

19-05-2026

Lifeward Ltd. announced the appointment of Keith D. Rose, M.D. as Chief Medical Officer effective May 1, 2026. Dr. Rose has been with the company since March 2023 in various medical leadership roles and brings prior experience from Biocodex, Novocure, and other pharmaceutical firms. No financial metrics or performance data were disclosed in this filing.

• · Dr. Rose previously served as Vice President, Medical Affairs, Medical Director – Neurosciences at Lifeward before this promotion.
• · He joined Lifeward in March 2023 as National Medical Director, Medical Affairs – Neurosciences.
• · Prior to Lifeward, Dr. Rose was Medical Director, Medical Affairs at Biocodex, Inc. (Nov 2021 – Jun 2023) and Lead Clinical Research Scientist/Regional Manager in Oncology at Novocure, Inc. (Jun 2020 – Nov 2021).
• · Dr. Rose holds an M.D. with distinction from The George Washington University School of Medicine and completed a five-year residency at Baylor College of Medicine.

19-05-2026

Kingsway Financial Services Inc. filed an 8-K announcing an amendment to its Certificate of Incorporation to change its corporate name to Kingsway Corporation, effective May 18, 2026. The amendment was approved by stockholders and executed by CFO Kent A. Hansen. The name change does not have an immediate financial impact.

• · The amendment was adopted at a special meeting of stockholders as required by Delaware law.
• · The certificate of amendment was signed on May 18, 2026.
• · The company's name change to Kingsway Corporation is reflected in Article I of the Certificate of Incorporation.

19-05-2026

Cincinnati Financial Corporation filed an 8-K on May 19, 2026, to disclose investor presentation slides posted on its website. The slides will be used in presentations beginning May 21, 2026. The filing is a Regulation FD disclosure and does not contain any financial results or material changes.

• · Presentation slides are available at investors.cinfin.com.
• · Investor presentations using the slides begin May 21, 2026.
• · The slides are furnished under Item 7.01 and are not deemed filed for Section 18 purposes.

19-05-2026

Lipocine Inc. announced that its LPCN 1154 Phase 3 data has been accepted for oral presentation at the 2026 ASCP Annual Meeting, scheduled for May 26-29, 2026, in Miami, Florida. The press release was issued on May 19, 2026, and is furnished as Exhibit 99.1 to the 8-K filing. No financial results or period-over-period comparisons were provided in this filing.

• · The oral presentation will take place at the 2026 ASCP Annual Meeting in Miami, Florida, from May 26-29, 2026.
• · The press release was issued on May 19, 2026, and is incorporated by reference into the 8-K filing.

19-05-2026

PSB Financial, Inc. announced on May 19, 2026, that the proposed conversion of Pioneer Federal Savings and Loan Association from mutual to stock form, along with the related initial public offering, is expected to close on May 21, 2026. The company's common stock is expected to begin trading on the OTCQB Market on May 22, 2026, under a symbol to be determined. The filing contains forward-looking statements regarding the conversion and offering, noting risks such as potential delays or failure to obtain regulatory approvals.

• · The conversion and IPO are expected to close on May 21, 2026.
• · Common stock is expected to be quoted on the OTCQB Market starting May 22, 2026, under a symbol to be determined.
• · The filing includes forward-looking statements and identifies risks such as potential failure to complete the offering or obtain regulatory approvals.

19-05-2026

Federal Home Loan Bank of Cincinnati filed an 8-K on May 19, 2026, reporting the issuance of Consolidated Bonds with a total par value of $81 million across six tranches on trade date May 13, 2026. The bonds have maturities ranging from 2029 to 2041 and coupon rates between 4.000% and 5.500%. Most bonds are callable with American or Bermudan call styles, while one tranche is non-callable. The filing notes that Consolidated Obligations are joint and several and joint obligations of the 11 Federal Home Loan Banks and are not guaranteed by the U.S. government.

• · The bonds are joint and several obligations of all 11 Federal Home Loan Banks, not guaranteed by the U.S. government.
• · Consolidated Discount Notes with maturities up to 360 days are not included in Schedule A.
• · The filing does not reflect whether proceeds will be used to satisfy called or maturing obligations.
• · Par amounts reported may differ from GAAP financial statements due to discounts, premiums, or concessions.

19-05-2026

Juniata Valley Financial Corp. held its Annual Meeting on May 19, 2026, where shareholders elected three Class C directors, approved the non-binding say-on-pay proposal, and approved the 2026 Incentive Plan. All proposals passed with strong shareholder support, though say-on-pay received 180,478 against votes and 144,149 abstentions, indicating some dissent.

• · The say-on-pay proposal received 180,478 against votes and 144,149 abstentions, representing about 12.3% of total votes cast.
• · The 2026 Incentive Plan received 154,234 against votes and 112,704 abstentions.
• · Gary E. Kelsey had 320 broker non-votes, while the other director nominees had none.
• · No other matters were considered at the meeting.

19-05-2026

Alerus Financial Corporation issued a press release on May 19, 2026 announcing the recent sale of three nonperforming loans. The filing does not provide specific financial details about the sale or its impact on the company's financial position.

• · The press release is attached as Exhibit 99.1 and incorporated by reference
• · The sale involved three nonperforming loans
• · No financial impact or purchase price is disclosed in the 8-K filing

19-05-2026

Federal Home Loan Bank of San Francisco filed an 8-K disclosing the issuance of consolidated obligations (bonds and discount notes) on trade dates May 13 and May 15, 2026, with total par value of $50 million. These obligations are joint and several liabilities of the eleven Federal Home Loan Banks and are not guaranteed by the U.S. government. The filing provides details on three specific bond issuances with maturities ranging from 2027 to 2031 and fixed coupon rates between 4.000% and 4.350%.

• · Consolidated obligations are joint and several obligations of all eleven Federal Home Loan Banks and are not guaranteed by the U.S. government.
• · The bonds are callable with European or Bermudan call styles, and all have fixed constant coupon rates.
• · The filing excludes discount notes with maturity of one year or less issued in ordinary course.
• · The Bank may change its method of reporting issuance or assumption of consolidated obligations at any time.

19-05-2026

Amgen announced the retirement of CFO Peter Griffith, who will be succeeded by Thomas Dittrich effective September 1, 2026. Griffith will remain with the company into January 2027 to ensure a smooth transition. Dittrich, a former Amgen senior finance executive with over 30 years of experience, returns from Galderma to lead financial operations.

• · Peter Griffith has served as EVP and CFO since 2020.
• · Thomas Dittrich will join as EVP on July 1, 2026, and become CFO on September 1, 2026.
• · Griffith will remain with the company into January 2027 to support the transition.
• · Dittrich previously served as CFO of Galderma, Shire, and Sulzer.
• · Amgen is a component of the Dow Jones Industrial Average and Nasdaq-100 Index.

19-05-2026

Raymond James Financial, Inc. declared a quarterly dividend of $0.54 per share on its common stock, payable on July 15, 2026, to shareholders of record as of July 1, 2026. The dividend was announced via a press release on May 13, 2026, and furnished as an exhibit to this 8-K filing. No prior-period dividend data is provided in the filing, so period-over-period comparisons are not available.

• · Dividend payable on July 15, 2026.
• · Record date for dividend is July 1, 2026.
• · Press release dated May 13, 2026, is attached as Exhibit 99.1.
• · Filing date of the 8-K is May 19, 2026.

19-05-2026

GBank Financial Holdings Inc. (GBFH) announced the appointment of Jeffrey K. Newgard as President and CEO of its wholly owned subsidiary, GBank, effective June 8, 2026. Edward M. Nigro will continue as Executive Chairman. Mr. Newgard previously led Bank of Idaho from $250 million to $1.3 billion in assets (2015–2025) and oversaw its sale to Glacier Bancorp at ~17.3x trailing earnings. The appointment signals a leadership transition aimed at expanding GBank's unique national payments and Gaming FinTech capabilities, though no specific financial impact or performance metrics were disclosed.

• · GBank operates two full-service commercial branches in Las Vegas, Nevada.
• · GBank serves clients in Nevada, California, Utah, and Arizona.
• · GBank is a top national SBA lender operating across 40 states.
• · The company's national payment and Gaming FinTech business lines serve gaming clients across the U.S.

19-05-2026

At its 2026 Annual Meeting on May 14, 2026, Lamar Advertising Company stockholders approved an amendment to the 1996 Equity Incentive Plan, increasing authorized shares by 2,000,000 to 19,500,000, and an amendment to the 2019 Employee Stock Purchase Plan, increasing shares by 500,000. All ten director nominees were elected, and KPMG LLP was ratified as independent auditor for fiscal 2026. The advisory vote on executive compensation passed with strong support (214.2M for vs. 4.1M against), though director John E. Koerner, III received a significant 33.0M withheld votes (15.2% of votes cast), indicating notable shareholder dissent.

• · The 1996 Equity Incentive Plan amendment increases total authorized shares from 17,500,000 to 19,500,000, effective June 1, 2026.
• · The 2019 Employee Stock Purchase Plan amendment increases authorized shares by 500,000.
• · Director John E. Koerner, III received 32,997,661 withheld votes, the highest dissent among all nominees.
• · All other director nominees received over 90% support, with most exceeding 98%.
• · KPMG LLP was ratified as independent auditor for fiscal 2026 with 224,470,869.49 votes for, 866,596 against, and 52,829 abstentions.
• · The advisory vote on executive compensation (Say-on-Pay) passed with 214,218,385.49 for, 4,075,610 against, and 163,480 abstentions.
• · Proposal 4 (Equity Incentive Plan) passed with 217,093,545.49 for, 1,290,954 against, and 72,976 abstentions.
• · Proposal 5 (Employee Stock Purchase Plan) passed with 209,064,385.49 for, 9,253,176 against, and 139,914 abstentions.
• · Record date for the meeting was March 16, 2026, with 87,021,456 Class A shares, 14,420,085 Class B shares, and 5,719.49 Series AA Preferred shares outstanding.