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

28-05-2026

Devon Energy's 2026 Proxy Statement details the transformational merger with Coterra, creating a company with greater scale and a world-class Delaware Basin asset. The combined entity expects to capture $1 billion in sustainable pre-tax synergies by the end of 2027, on top of $1 billion in annual pre-tax free cash flow improvements from a prior optimization program. The Board recommends voting FOR all director nominees, ratification of KPMG as auditor, and approval of executive compensation.

• · The Delaware Basin asset is expected to generate more than half of total production and cash flow, backed by over a decade of top-tier drilling inventory.
• · The merger enhances geographic diversity and capital allocation optimization through commodity cycles.
• · In 2025, Devon's production outperformed expectations, with oil volumes surpassing the top end of guidance; capital efficiency significantly improved and exceeded industry averages.
• · The record date for the annual meeting is May 18, 2026, and the meeting will be held virtually on June 30, 2026.
• · The Board consists of 11 directors: 6 from legacy Devon and 5 from legacy Coterra.

28-05-2026

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

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

28-05-2026

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

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

28-05-2026

Trico Bancshares filed an 8-K on May 28, 2026, announcing amendments and restatements to its Bylaws, effective May 21, 2026. The amendments cover governance provisions including shareholder meeting procedures, director nominations, and voting rights. No financial or operational metrics were disclosed in this filing.

• · The Bylaws were amended and restated as of May 21, 2026.
• · Shareholders holding at least 10% of voting shares may call a special meeting.
• · Shareholders are not entitled to cumulative voting in director elections.
• · The principal executive office is located at 63 Constitution Drive, Chico, California.
• · The Board may postpone, reschedule, or cancel any previously scheduled annual meeting for any reason.
• · Any shareholder soliciting proxies must use a proxy card color other than white, which is reserved for the Board.

28-05-2026

Ares Management Corp's subsidiary Ares Holdings L.P. entered into Amendment No. 14 to its Sixth Amended and Restated Senior Credit Agreement, dated May 21, 2026, with JPMorgan Chase Bank as Agent and a syndicate of 25 lenders. The amendment modifies the credit agreement and replaces Schedule C-1 (Revolver Commitments), with adjustments to lender commitments and outstanding advances. No specific financial amounts or material changes to terms are disclosed in the filing.

• · The amendment was executed on May 21, 2026, and filed on May 28, 2026.
• · The credit agreement was originally dated April 21, 2014, and has been amended 14 times.
• · The amendment replaces Schedule C-1 (Revolver Commitments) and adjusts lender commitments and outstanding advances pro rata.
• · The borrower represents that no Event of Default or Unmatured Event of Default exists.
• · The amendment is governed by New York law and includes a jury trial waiver.
• · The filing includes a blacklined version of the amended credit agreement as Annex I and the new Schedule C-1 as Annex II, but these are not publicly available in the filing text.

28-05-2026

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

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

28-05-2026

Photronics reported Q2 FY2026 revenue of $209.9M, down 0.5% YoY and down 6.7% sequentially. GAAP net income surged to $31.4M from $8.9M in Q2 FY2025 due to favorable FX movements, while non-GAAP net income was essentially flat at $24.9M vs $24.3M YoY. IC revenue declined 5% YoY, but FPD revenue grew 13% YoY. The company guided Q3 FY2026 revenue between $207M-$215M and non-GAAP EPS of $0.39-$0.45, reflecting ongoing headwinds from delayed design releases and geopolitical uncertainty.

• · Gross margin fell to 31.3% in Q2 FY2026 from 36.9% in Q2 FY2025 and 35.0% sequentially in Q1 FY2026.
• · Operating margin contracted to 20.1% in Q2 FY2026 from 26.4% in Q2 FY2025.
• · GAAP net income of $31.4M included a significant FX gain of $7.9M; excluding FX, non-GAAP net income was essentially flat.
• · Cash from operations for the first six months of FY2026 was $144.3M, up from $109.9M in the prior year period.
• · Capital expenditures were $93.4M in H1 FY2026 vs $95.7M in H1 FY2025.
• · Photronics repurchased no shares in the six-month period ended May 3, 2026, compared to $76.7M in repurchases in the prior year period.

28-05-2026

Ambow Education Holding Ltd. launched the HybriU™ Partner Portal on May 28, 2026, an AI-native platform enabling a commission-based channel partner program for global distribution of its AI-powered phygital product suite. The program generated over 150 sales partner applicants within its first month through LinkedIn, but no financial metrics such as revenue, margins, or prior period comparisons were disclosed to assess the financial impact of this launch.

• · The Partner Portal supports four partner profiles: AV system integrators, hotels and convention centers, regional distributors, and commissioned sales partners.
• · Core portal capabilities include lead pipeline management, sales order management, AI Marketing Studio with multilingual output, training center with certifications, demo scheduling, and real-time commission tracking.
• · Commission structure is uncapped, performance-based, with terms provided upon enrollment.
• · Upcoming open house events in 2026 in San Diego: AIA Conference (June 10-13), Two-Way and Dual Language Education Conference (June 17-19), AVID Summer Institute (August 3-5), California School Boards Association Conference (December 3-5).
• · The filing does not disclose any financial data such as revenue, profitability, or balance sheet items; no period-over-period comparisons are provided.

28-05-2026

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

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

28-05-2026

Karyopharm Therapeutics held its 2026 Annual Meeting on May 21, 2026, where stockholders approved an amendment to the 2022 Equity Incentive Plan increasing authorized shares by 3,000,000, elected Barry E. Greene and Christy J. Oliger as Class I directors, and ratified Ernst & Young as auditor. Subsequently, on May 22, 2026, the Compensation Committee approved a broad-based retention program granting performance-based restricted stock units (PSUs) totaling 3,838,380 shares to employees, including named executive officers and the CEO, with vesting tied to clinical milestones and continued service. However, the Second PSU Award also requires stockholder approval of an additional 950,000 share increase by May 31, 2027, introducing conditional risk.

• · Stockholders approved a 1,400,000 share increase to the Employee Stock Purchase Plan.
• · Advisory vote on named executive officer compensation passed with 10,025,198 for vs. 1,388,274 against (87.8% approval).
• · Ratification of Ernst & Young as auditor received 16,695,588 votes for, 86,550 against, and 59,428 abstentions.
• · The Second PSU Award for all participants requires stockholder approval of an additional 950,000 share increase by May 31, 2027.
• · The Retention Program PSUs vest based on clinical milestones, not time-based vesting.

28-05-2026

Bannerstone Capital Management, LLC filed its Form 13F-HR for the period ending December 31, 2025, reporting a total portfolio value of approximately $104.3 million across 100 equity holdings. The portfolio is heavily concentrated in technology and large-cap growth names, with top holdings including NVIDIA ($5.76M), Apple ($5.43M), Berkshire Hathaway ($5.02M), Palantir Technologies ($6.33M), and FactSet Research Systems ($3.98M). While the filing shows significant exposure to high-growth tech names like Palantir and NVIDIA, it also includes defensive positions such as Berkshire Hathaway and Johnson & Johnson, indicating a balanced but growth-oriented strategy.

• · The portfolio holds 100 unique equity positions as of December 31, 2025.
• · Top 10 holdings by market value: Palantir Technologies ($6.33M), NVIDIA ($5.76M), Apple ($5.43M), Berkshire Hathaway ($5.02M), FactSet Research ($3.98M), Goldman Sachs ($3.64M), Microsoft ($3.45M), JPMorgan Chase ($3.14M), Lam Research ($1.72M), and Quanta Services ($1.84M).
• · The portfolio includes significant exposure to semiconductor and AI-related names: NVIDIA, AMD, Broadcom, KLA, Lam Research, and ASML.
• · Defensive holdings include Johnson & Johnson ($552K), PepsiCo ($387K), UnitedHealth Group ($434K), and Home Depot ($545K).
• · The filing includes leveraged ETF exposure via Direxion Daily Tech Bull 3X ETF ($1.2M, 10,247 shares).
• · Commodity exposure includes iShares Silver Trust ($310K) and SPDR Gold Trust ($342K).
• · International exposure includes Deutsche Bank ($1.96M), ASML ($372K), Spotify ($452K), and Shopify ($543K).
• · The portfolio has a small position in Tesla ($259K, 577 shares) and Meta Platforms ($283K, 428 shares).
• · All reported holdings are listed as sole voting and dispositive power, with no shared or non-voting positions.

28-05-2026

Autodesk reported strong Q1 FY27 results with revenue up 18% YoY to $1.934B and non-GAAP EPS of $2.99, beating prior year's $2.29. The company also announced the acquisition of MaintainX to advance its unified platform in operations. However, GAAP operating margin improved significantly to 28% from 14% a year ago, while the company raised its full-year FY27 guidance, though the guidance excludes the impact of the MaintainX acquisition and assumes potential disruption from sales restructuring.

• · GAAP operating margin improved to 28% from 14% in the prior year, a 14 percentage point increase.
• · Non-GAAP operating margin improved to 39% from 37% in the prior year.
• · Design revenue grew 18% YoY to $1.612B; Make revenue grew 25% YoY to $224M; Other revenue grew only 5% YoY to $98M.
• · Americas revenue grew 16% YoY to $844M; EMEA grew 21% YoY to $761M; APAC grew 17% YoY to $329M.
• · AECO revenue grew 20% YoY to $970M; AutoCAD and AutoCAD LT grew 15% YoY to $474M; MFG grew 19% YoY to $367M; M&E grew 13% YoY to $86M; Other product family grew 32% YoY to $37M.
• · Deferred revenue was $4.457B, up 13% YoY; unbilled deferred revenue was $3.351B, up 4% YoY.
• · Current RPO was $5.383B, up 18% YoY.
• · Full-year FY27 guidance: GAAP operating margin 26%-28%, non-GAAP operating margin ~39%.
• · Full-year FY27 free cash flow guidance: $2.725B - $2.800B, assuming ~$70M in capital expenditures.
• · Q2 FY27 revenue guidance: $2.005B - $2.015B; GAAP EPS $1.84 - $1.97; non-GAAP EPS $3.10 - $3.14.
• · The company repurchased $448M of common stock in Q1 FY27.
• · Cash and cash equivalents increased to $2.671B from $2.249B at January 31, 2026.
• · Accounts receivable decreased sharply to $579M from $1.439B at January 31, 2026, reflecting strong collections.
• · Stock-based compensation expense decreased to $155M from $230M in the prior year quarter.
• · Restructuring and other exit costs were $30M in Q1 FY27, down from $105M in Q1 FY26.

28-05-2026

Howmet Aerospace Inc. filed an 8-K on May 28, 2026, disclosing its annual financial results and operational data for the fiscal year ended December 31, 2025. The filing includes segment-level revenue, asset, and long-lived asset information across its four operating segments: Engine Products, Fastening Systems, Engineered Structures, and Forged Wheels. The company also provides a breakdown of revenue by end market (Aerospace Commercial, Aerospace Defense, Commercial Transportation, Gas Turbines, and Other) and by geographic region.

• · The filing covers the fiscal year ended December 31, 2025, with comparative data for 2024 and 2023.
• · Operating segments: Engine Products, Fastening Systems, Engineered Structures, Forged Wheels.
• · End markets: Aerospace Commercial, Aerospace Defense, Commercial Transportation, Gas Turbines, and Other.
• · Geographic regions include the United States, France, Japan, Germany, United Kingdom, Italy, Canada, Mexico, Poland, China, and Other.
• · The company has an Insider Trading Policy.
• · Long-lived assets are reported by segment and by country for 2025 and 2024.
• · Revenue is disaggregated by end market and segment for 2025, 2024, and 2023.
• · The filing includes balance sheet data for preferred stock, common stock, additional paid-in capital, retained earnings, and accumulated other comprehensive income.

28-05-2026

United Community Banks Inc (UCB) filed an S-4 registration statement on May 28, 2026, for its merger with Peach State, where Peach State shareholders can elect to receive either $31.75 in cash or 0.8978 shares of UCB common stock per share, subject to proration such that 50% of Peach State shares will be converted into cash and 50% into stock. The filing highlights significant risks, including potential failure to qualify as a tax-free reorganization, regulatory approval delays, and integration challenges that could adversely affect the combined company's performance. No financial performance data is provided in this filing, so no period-over-period comparisons are available.

• · The exchange ratio for stock consideration is 0.8978 shares of UCB common stock per Peach State share.
• · The merger is conditioned on receipt of opinions from tax counsel that it qualifies as a 'reorganization' under Section 368(a) of the Internal Revenue Code.
• · Regulatory approvals required include the Federal Reserve Board and the SCBFI (South Carolina Board of Financial Institutions).
• · Peach State common stock is not listed on any exchange and has no established market.
• · The filing incorporates by reference UCB's Annual Report on Form 10-K for the year ended December 31, 2025, filed February 17, 2026.

28-05-2026

Red Robin Gourmet Burgers announced the sale of 30 company-owned units in Washington and Western Idaho to Evergreen Dining LLC for $23.5 million in cash, with proceeds primarily used to pay down debt and support the company's 'First Choice Plan'. The transaction is expected to close in the second half of 2026. While the refranchising strengthens the balance sheet and capital structure, it reduces the company's company-operated store base and shifts future revenue from these locations to franchise royalties.

• · The 30 units are located in Washington and Western Idaho.
• · Evergreen Dining's principals have operated more than 100 restaurants across multiple national brands over nearly three decades.
• · Evergreen Dining's support center provides accounting, HR, IT, marketing, payroll, purchasing, and real estate services.
• · Red Robin expects to update guidance following the close of the transaction.
• · Parties interested in other franchising opportunities should contact Brookwood Associates.
• · Red Robin was founded in 1969 and operates nearly 500 locations in the U.S. and Canada.

28-05-2026

Neuberger Berman Next Generation Connectivity Fund Inc. (NBXG) filed a definitive proxy statement (DEF 14A) on May 28, 2026, for a joint annual meeting of stockholders to be held on August 6, 2026. The meeting will include the election of three Class III Directors (Tom D. Seip, Franklyn E. Smith, and Joseph V. Amato) and a non-binding stockholder proposal specific to NBXG. The filing does not contain any financial results or performance data, so no positive or negative financial metrics are available to report.

• · The record date for voting is May 15, 2026.
• · The proxy statement will be mailed to stockholders on or about May 28, 2026.
• · NBXG has no preferred stock outstanding.
• · The Board has a retirement policy generally requiring directors to retire by the end of the year they turn 77.
• · The Board has previously approved discount mitigation measures including tender option programs and fund mergers.

28-05-2026

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

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

28-05-2026

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

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

28-05-2026

Provident Financial Holdings, Inc. announced the resignation of David S. Weiant as Senior Vice President and Chief Lending Officer of its subsidiary, Provident Savings Bank, F.S.B., effective July 15, 2026, due to retirement. The company expressed appreciation for his 19 years of service and stated that current management and staff will assume his duties until a successor is named. The resignation was not due to any disagreements with the company.

• · David S. Weiant's resignation is effective July 15, 2026.
• · A search has been initiated for Mr. Weiant's successor.
• · Current management and staff will assume Mr. Weiant's duties until a successor is named.
• · The retirement was not the result of any disagreements with the Corporation or the Bank.

28-05-2026

Royalty Pharma plc entered into a $1.8 billion revolving credit agreement on May 22, 2026, with Bank of America as administrative agent and several co-syndication agents. The facility provides loans and letters of credit to Royalty Pharma Holdings Ltd, with Royalty Pharma plc as holdings company and Royalty Pharma Manager, LLC as a party. The agreement includes customary representations, covenants, and events of default.

• · The credit agreement is dated May 22, 2026 and filed as an 8-K on May 28, 2026.
• · The facility is a revolving credit agreement with an aggregate principal amount not to exceed $1,800,000,000.
• · The borrower is Royalty Pharma Holdings Ltd, a private limited company incorporated in England and Wales.
• · The agreement includes an expansion option (Section 2.19) and extended revolving commitments (Section 2.21).
• · The agreement contains financial covenants (Section 6.06) and negative covenants including limitations on funded debt, liens, and fundamental changes.

28-05-2026

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

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

28-05-2026

Phreesia reported a net income of $2.963M for Q1 FY27, a significant turnaround from a net loss of $3.914M in the prior-year quarter, driven by strong revenue growth of 12.9% to $130.935M. However, subscription and related services revenue declined 3.0% to $52.721M, and total expenses rose 4.2% to $124.186M, partially offsetting the gains.

• · Operating income improved to $6.749M in Q1 FY27 from an operating loss of $3.287M in Q1 FY26.
• · Interest expense increased to $2.299M in Q1 FY27 from $0.435M in Q1 FY26.
• · Income tax expense rose to $1.760M in Q1 FY27 from $0.735M in Q1 FY26.
• · Deferred revenue decreased to $39.561M as of April 30, 2026 from $49.522M as of January 31, 2026.
• · Long-term debt and finance lease liabilities stood at $85.303M as of April 30, 2026, down from $92.117M as of January 31, 2026.
• · The company had $76.397M in cash, cash equivalents and restricted cash at the end of Q1 FY27, compared to $90.871M at the end of Q1 FY26.
• · Stock-based compensation expense was $13.554M in Q1 FY27, down from $17.225M in Q1 FY26.
• · Capitalized internal-use software, net, increased to $54.624M as of April 30, 2026 from $54.270M as of January 31, 2026.
• · Goodwill decreased slightly to $169.513M as of April 30, 2026 from $170.064M as of January 31, 2026.
• · The company reported a loss on extinguishment of debt of $0.017M in Q1 FY27.

28-05-2026

PHINIA Inc. held its 2026 annual meeting on May 22, 2026, where shareholders elected eight director nominees, approved advisory say-on-pay compensation, and ratified Deloitte & Touche LLP as the independent auditor for 2026. All proposals passed with strong shareholder support, though Proposal 2 (executive compensation) received a notable 2.4% against vote (807,464 shares) compared to near-unanimous support for director elections and auditor ratification.

• · All eight director nominees received over 32.6 million 'For' votes, with Roger J. Wood receiving the lowest support (32,624,479 For, 468,870 Against).
• · Proposal 2 (advisory say-on-pay) passed with 32,277,398 For, 807,464 Against, and 32,411 Abstentions.
• · Proposal 3 (ratification of Deloitte & Touche LLP) passed with 34,885,528 For, 223,126 Against, and 20,450 Abstentions, with zero broker non-votes.
• · Broker non-votes totaled 2,011,831 for Proposals 1 and 2, but zero for Proposal 3.

28-05-2026

Lulu's Fashion Lounge Holdings, Inc. (LVLU) received a Nasdaq deficiency notice on May 21, 2026, for failing to meet the minimum $2.5 million stockholders' equity requirement for continued listing on the Nasdaq Capital Market. As of March 29, 2026, the company reported negative stockholders' equity of approximately $(525) thousand and does not meet alternative compliance standards. The company has until July 6, 2026, to submit a compliance plan, and if accepted, may receive up to 180 days to regain compliance; however, there is no assurance of acceptance or successful regaining of compliance.

• · The company does not meet alternative compliance standards of $35 million market value of listed securities or $500,000 net income from continuing operations in the most recently completed fiscal year or in two of the last three fiscal years.
• · The letter has no immediate effect on the listing or trading of LVLU common stock, which continues to trade on the Nasdaq Capital Market.
• · The company is evaluating various options to regain compliance, but there is no assurance the plan will be accepted or compliance regained.

28-05-2026

PagerDuty reported a net income of $5.1M for Q1 FY27, a significant turnaround from a net loss of $7.4M in Q1 FY26, driven by a 1.0% YoY revenue increase to $121.0M and a 19.0% reduction in operating expenses. However, revenue growth remained minimal at 1.0%, and the company saw a decline in cash and cash equivalents from $237.4M to $208.9M due to $65.5M in stock repurchases.

• · Gross profit increased slightly to $101.9M from $100.6M, with gross margin improving to 84.3% from 84.0%.
• · Research and development expenses decreased 11.9% YoY to $30.0M.
• · Sales and marketing expenses decreased 20.8% YoY to $39.6M.
• · General and administrative expenses decreased 13.7% YoY to $23.2M.
• · Interest income fell 34.7% YoY to $3.9M.
• · The company repurchased 8,532,838 shares of common stock for $63.3M during the quarter.
• · Deferred revenue (current) decreased to $240.6M from $246.5M at year-end.
• · Accounts receivable decreased to $76.0M from $108.4M, a 29.9% decline.
• · Stock-based compensation decreased to $18.0M from $25.8M YoY.
• · The company had a redeemable non-controlling interest balance of $12.0M, down from $17.1M.

28-05-2026

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

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

28-05-2026

On May 8, 2026, Michael Zapata resigned as CEO and Chairman of Schmitt Industries, Inc., with no disagreement cited. Following his departure, Charles Davidson is the sole remaining director and will fill board vacancies and conduct business per Oregon law.

• · Resignations were effective May 8, 2026.
• · Neither resignation resulted from any disagreement with the company.
• · Charles Davidson is the sole remaining board member.
• · The company's common stock trades under the symbol SMIT with no par value.

28-05-2026

Alexander's, Inc. announced the completion of the sale of its Rego Park I shopping center in Queens, New York, to Northwell Health, Inc. on May 28, 2026. The transaction was previously disclosed and is now closed. No financial terms or performance metrics were provided in this filing.

• · The sale was to Northwell Health, Inc., a healthcare organization.
• · The property is located in Queens, New York.
• · The filing is a Regulation FD disclosure with an attached press release (Exhibit 99.1).

28-05-2026

STRATTEC SECURITY CORP announced a new $40.0 million share repurchase program authorized by its Board of Directors on May 28, 2026, replacing a prior program initiated in 1996. The program allows repurchases through open market, private transactions, or Rule 10b5-1 plans, but does not obligate the company to buy any shares.

• · The new program replaces a prior share repurchase program that had been initiated in 1996 and was terminated in connection with the authorization of the new program.
• · Repurchases may be made under Rule 10b5-1 trading plans.
• · The timing and number of shares repurchased depend on stock price, trading volume, and general business and market conditions.

28-05-2026

Guardian Pharmacy Services, Inc. (GRDN) entered into the Eighth Amendment to its Third Amended and Restated Loan and Security Agreement with Regions Bank, Bank of America, and The Huntington National Bank, dated May 21, 2026. The amendment modifies the existing credit agreement and related pledge agreement, with conditions including no default, reaffirmation of obligations, and compliance with financial covenants. No specific new borrowing amounts or financial figures were disclosed in this filing, and the amendment appears to be a routine refinancing or covenant modification.

• · The amendment is the eighth modification to the original Third Amended and Restated Loan and Security Agreement dated April 23, 2018.
• · Regions Bank acts as both administrative agent and a lender; Regions Capital Markets is the sole lead arranger and sole bookrunner.
• · Bank of America, N.A. and The Huntington National Bank (successor by merger to Cadence Bank) are also lenders under the agreement.
• · Conditions precedent for the amendment included delivery of officer certificates, good standing certificates, and compliance with know-your-customer requirements under the PATRIOT Act and Beneficial Ownership Regulation.
• · The borrower represented that no Event of Default or Default existed before or after giving effect to the amendment.
• · The amendment is governed by the laws of the State of Georgia.

28-05-2026

Sound Financial Bancorp, Inc. held its annual meeting on May 26, 2026, where shareholders elected David S. Haddad, Jr. and Laura Lee Stewart as directors for terms expiring in 2029, approved executive compensation on a non-binding advisory basis, and ratified Baker Tilly, LLP as the independent auditor for 2026. All three proposals passed, though the advisory vote on executive compensation showed notable abstentions (280,329) and against votes (119,353), indicating some shareholder dissent.

• · The annual meeting was held on May 26, 2026, with shareholders of record as of March 31, 2026 entitled to vote.
• · David S. Haddad, Jr. received 1,611,647 votes for and 89,116 withheld; Laura Lee Stewart received 1,350,298 votes for and 350,465 withheld.
• · The advisory vote on executive compensation had 1,301,081 votes for, 119,353 against, and 280,329 abstentions, with 504,228 broker non-votes.
• · Ratification of Baker Tilly, LLP as auditor passed with 2,135,877 votes for, 66,862 against, and 2,252 abstentions.

28-05-2026

Medalist Diversified REIT, Inc. (MDRR) announced that its wholly-owned subsidiary, Own Digital Treasury TRS, LLC, entered into a Pledged Asset Line (PAL) Agreement with Charles Schwab & Co., Inc., securing a revolving, non-purpose margin credit facility. Based on collateral value as of May 21, 2026, the company can borrow up to $15.8 million under the facility, which bears interest at SOFR plus a margin. The filing does not disclose any prior-period comparison or performance metrics, so no period-over-period analysis is possible.

• · The PAL Agreement is a revolving, non-purpose margin credit facility secured by a first-priority lien on a designated brokerage account at Schwab.
• · Borrowings bear interest at a variable rate based on SOFR plus an applicable margin.
• · The agreement includes customary events of default, such as failure to pay, bankruptcy, or insufficient collateral value.

28-05-2026

At Verizon's 2026 Annual Meeting on May 21, 2026, shareholders approved the 2026 Long-Term Incentive Plan and elected all nine director nominees, with Carol Tomé receiving the highest support (2.73B votes for) and Shellye Archambeau the most opposition (241.5M against). However, two shareholder proposals—on climate change oversight and independent board chair—were both defeated by wide margins, and the executive compensation advisory vote passed with 2.40B for but 355.7M against (12.9% opposition).

• · The shareholder proposal on climate change oversight was defeated with 2.26B votes against vs. 440.8M for.
• · The shareholder proposal for an independent board chair was defeated with 2.31B votes against vs. 434.9M for.
• · Ernst & Young LLP was ratified as independent auditor with 3.16B votes for and 248.0M against.
• · The advisory vote on executive compensation passed with 2.40B for and 355.7M against (12.9% opposition).
• · The shareholder proposal regarding risks of non-fiduciary executive compensation metrics was withdrawn and not presented.

28-05-2026

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

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

28-05-2026

Blue Ridge Bankshares, Inc. (BRBS) announced that M. Dean Brown will step down as Chief Operations and Technology Officer, effective June 30, 2026, as part of his retirement. Mr. Brown will also resign from all officer and fiduciary positions at both the Company and its wholly owned subsidiary, Blue Ridge Bank, National Association. No successor or interim replacement has been disclosed in this filing.

• · The separation agreement was reached between the board of directors and Mr. Brown.
• · Mr. Brown's resignation from all officer and fiduciary positions is effective June 30, 2026.
• · The filing does not disclose any compensatory arrangements or severance terms related to the separation.

28-05-2026

American Eagle Outfitters reported record first quarter fiscal 2026 revenue of $1.2 billion, up 10% YoY, driven by Aerie's 25% comparable sales growth. However, American Eagle brand comparable sales declined 2%, and total inventory surged 27% to $817 million due to tariffs and prior-year write-downs. Operating profit of $28 million exceeded guidance, but the company reiterated full-year operating income guidance of $390-$410 million amid consumer and macroeconomic uncertainty.

• · Aerie surpassed $2 billion in revenue on a trailing 12-month basis.
• · Gross margin improved 860 basis points to 38.2%, driven by a 710 bps improvement in merchandise margins (partly due to last year's $75M inventory writedown) and 150 bps leverage in BOW expenses.
• · SG&A expenses increased 11% to $376M, with the rate rising 40 bps to 31.5% due to planned advertising investments.
• · Other income of $7M included a $6M gain on equity method investments.
• · Interest expense increased to $8M due to an agreement related to the sale of certain tariff refund claims.
• · Total ending inventory cost increased 27% to $817M (units up 5%), reflecting tariff impacts and comparison to prior-year writedown.
• · The company repurchased 3 million shares for $53M and paid $21M in dividends ($0.125 per share) during Q1.
• · Capital expenditures were $61M in Q1; full-year capex guidance is $250-$260M.
• · Second quarter FY2026 outlook: comparable sales +mid-to-high single digit, gross margin down YoY, SG&A +mid-teens, operating income $45-$50M.
• · Full-year FY2026 outlook: comparable sales +mid single digit, gross margin up YoY, SG&A +HSD, operating income $390-$410M.
• · Guidance assumes a tariff rate of 10% for Q2 receipts and 15% for the back-half of the fiscal year, excluding IEEPA tariff refunds.
• · Current ratio improved to 1.55 from 1.38 a year ago.

28-05-2026

OP Bancorp held its 2026 annual meeting on May 28, 2026, with 77.33% of shares represented. All seven director nominees were elected, and shareholders approved executive compensation on an advisory basis and ratified Crowe LLP as the independent auditor for 2026. No negative or flat metrics were reported.

• · Proposal 1: All seven director nominees received substantial votes for, with Sang K. Oh receiving the highest votes for (9,877,129) and Yong Sin Shin the lowest (9,202,308).
• · Proposal 2: Advisory vote on executive compensation passed with 9,617,976 votes for, 286,108 against, and 75,816 abstentions.
• · Proposal 3: Ratification of Crowe LLP as auditor passed overwhelmingly with 11,410,721 votes for, 43,574 against, and 63,002 abstentions.
• · Broker non-votes totaled 1,537,397 on all proposals except Proposal 3 (ratification of auditor), which had no broker non-votes.

28-05-2026

Avidia Bancorp, Inc. filed an 8-K on May 28, 2026, announcing it made an investor presentation available for an in-person investor conference held the same day. The presentation, attached as Exhibit 99.1, includes information on the company's operations and financial performance and has been posted to the investor relations website. The filing includes no specific financial figures or quantitative data, serving primarily as a notice of the presentation's availability.

• · The investor presentation was made available on May 28, 2026, for an in-person investor conference.
• · The presentation is attached as Exhibit 99.1 and incorporated by reference in the filing.
• · The presentation was also posted to the 'Events & Presentations' section of the investor relations website at https://investors.avidiabank.com.
• · The filing is categorized under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits).
• · Avidia Bancorp, Inc. is an emerging growth company (checked box on form).
• · The company's common stock trades on the New York Stock Exchange under the symbol AVBC.

28-05-2026

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

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

28-05-2026

Affiliated Managers Group, Inc. held its Annual Meeting on May 27, 2026, where all seven director nominees were elected with at least 97% of votes cast, and the non-binding advisory vote on executive compensation passed with 98% approval. However, the ratification of PricewaterhouseCoopers LLP as independent auditor received a lower 94% approval, with 1,491,160 votes against, indicating some shareholder dissent.

• · Director G. Staley Cates received the most votes for (23,034,061) and the fewest against (48,281).
• · Director Loren M. Starr received the highest votes against (676,731) among nominees.
• · The auditor ratification had 1,491,160 votes against, the highest dissent of any proposal.
• · All director elections and the compensation vote had 1,444,196 broker non-votes; the auditor ratification had none.

28-05-2026

Finward Bancorp filed an 8-K/A to correct the date of its 2026 Annual Meeting from May 22 to May 21, 2026. At the meeting, shareholders elected three directors, ratified Forvis Mazars, LLP as independent auditor for 2026, and approved executive compensation on an advisory basis.

• · The original 8-K filed May 26, 2026 incorrectly reported the Annual Meeting date as May 22, 2026; corrected to May 21, 2026.
• · Record date for voting was March 20, 2026; 4,330,486 shares were issued and outstanding.
• · Quorum was 3,284,619 shares (approximately 75.8% of outstanding shares).
• · Directors elected to three-year terms expiring 2029: Bochnowski (2,486,625 for; 418,023 withheld), Johnson (2,572,074 for; 332,574 withheld), Alwin (2,659,517 for; 245,131 withheld).
• · Ratification of Forvis Mazars, LLP received 3,218,420 for, 57,910 against, 8,289 abstain — zero broker non-votes.
• · Advisory vote on executive compensation received 2,720,043 for, 169,928 against, 14,677 abstain.

28-05-2026

Advantage Solutions Inc. held its 2026 annual stockholders meeting on May 27, 2026, with 88.7% of outstanding shares represented. All four director nominees were elected, and both the ratification of PricewaterhouseCoopers LLP as auditor and the advisory vote on executive compensation were approved. No negative or flat metrics were present in this filing.

• · Proposal 1: All four director nominees were elected with votes ranging from 10,609,611 to 10,751,244 in favor.
• · Proposal 2: Ratification of PwC as auditor passed with 11,575,257 votes for, 55,552 against, and 5,314 abstentions.
• · Proposal 3: Advisory vote on executive compensation passed with 10,705,180 for, 145,646 against, and 7,489 abstentions.
• · Broker non-votes totaled 777,808 on Proposals 1 and 3.

28-05-2026

Strategic Storage Trust VI, Inc. announced the opening of a self storage facility in Montreal, Quebec, Canada on May 28, 2026. The disclosure was made via a press release furnished under Regulation FD and is not deemed filed for SEC purposes. No financial or operational metrics were provided in the filing.

• · The facility is located in Montreal, Quebec, Canada.
• · The press release was issued on May 28, 2026.
• · The filing is under Item 7.01 Regulation FD Disclosure and Item 9.01 (exhibits).
• · 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.

28-05-2026

Red River Bancshares, Inc. (RRBI) declared a quarterly cash dividend of $0.25 per share on its common stock, as announced on May 28, 2026. The filing does not provide prior period comparisons, so no period-over-period analysis is available.

• · The dividend was declared by the board of directors on May 28, 2026.
• · A press release detailing the dividend declaration is attached as Exhibit 99.1.

28-05-2026

ChargePoint Holdings, Inc. filed its definitive proxy statement (DEF 14A) on May 28, 2026, for the 2026 Annual Meeting of Stockholders to be held virtually on July 21, 2026. The Board recommends voting FOR the election of three Class III director nominees, FOR ratification of the independent registered public accounting firm, and FOR the advisory vote on named executive officer compensation. The filing includes detailed executive compensation disclosures, director compensation, and governance information for fiscal year ended January 31, 2026.

• · Annual Meeting to be held virtually on Tuesday, July 21, 2026 at 11:00 a.m. Pacific Time via www.virtualshareholdermeeting.com/CHPT2026
• · Record date for voting is May 26, 2026
• · Proxy materials made available on or about May 28, 2026
• · Stockholders can vote via Internet (www.proxyvote.com), telephone (1-800-690-6903), or mail by 11:59 p.m. Eastern Time on July 20, 2026
• · Three proposals: Election of Class III directors (Proposal 1), Ratification of independent auditor (Proposal 2), Advisory vote on executive compensation (Proposal 3)
• · Board unanimously recommends FOR all three proposals
• · Business Combination with Switchback closed on February 26, 2021

28-05-2026

DexCom held its 2026 Annual Meeting on May 27, 2026, with 336,525,352 shares present (87.2% of 385,872,977 outstanding shares). Stockholders elected all 12 director nominees, ratified Deloitte & Touche as auditor for FY2026, and approved executive compensation on an advisory basis. However, director Nicholas Augustinos received significant opposition with 47,957,634 votes against (15.3% of votes cast), and the say-on-pay proposal had 36,664,959 votes against (11.7% of votes cast), indicating notable shareholder dissent on certain governance matters.

• · Record date for the meeting was April 1, 2026.
• · All 12 director nominees were elected to serve until the 2027 annual meeting.
• · Proposal 2 (ratification of auditor) passed with overwhelming support: 336,046,596 votes for, 373,544 against, 105,212 abstentions, and no broker non-votes.
• · Proposal 3 (say-on-pay) passed with 277,111,475 votes for, 36,664,959 against, 640,924 abstentions, and 22,107,994 broker non-votes.
• · Broker non-votes were 22,107,994 for all director elections and the say-on-pay proposal, but zero for the auditor ratification (a routine matter).

28-05-2026

Solitron Devices Inc. (SODI) reported net sales of $16,970K for FY 2026, up 20.8% from $14,049K in FY 2025, driven by strong growth in Power MOSFETs (24% of sales vs 15% prior year). Gross profit improved to $5,119K (30.2% of sales) from $3,992K (28.4% of sales). However, net income slightly declined to $807K from $815K, as total other loss widened to ($522K) from ($5K) due to a $465K unrealized loss on investments and $346K contingent consideration expense. The company also reported a material weakness in internal control over financial reporting and highlighted several risk factors including customer concentration, competitive pressures, and dependence on government contracts.

• · Power MOSFETs sales share increased to 24% in FY 2026 from 15% in FY 2025, while Hybrids share declined to 27% from 33%.
• · Power Transistors share decreased to 39% from 43%.
• · Selling, general and administrative expenses rose to $3,501K from $2,994K, but remained at 21% of sales.
• · Interest expense decreased slightly to $263K from $272K.
• · The company reported a material weakness in internal control over financial reporting.
• · Long-term investment of $1,650K was recorded in FY 2026, compared to $0 in FY 2025.
• · Marketable securities dropped sharply to $2K from $919K.
• · Accounts receivable increased to $3,367K from $2,129K.
• · Inventories increased to $4,132K from $3,440K.
• · Accrued contingent consideration (current) rose to $771K from $570K; non-current portion was $0 vs $663K.
• · Treasury stock amount decreased to ($452K) from ($1,412K) due to share issuance/sale.
• · Weighted average shares outstanding (basic and diluted) increased to 2,104,447 from 2,082,553.
• · Net income per share (basic and diluted) was $0.38 vs $0.39.