S&P 500 Technology Sector SEC Filings — May 11, 2026

11-05-2026

Townsquare Media reported Q1 2026 net revenue of $96.8M, down 1.9% YoY from $98.7M, driven by declines in Broadcast Advertising (-6.6%), Subscription Digital Marketing Solutions (-7.9%), and Other (-10.3%), though Digital Advertising grew 6.9% to $39.3M. Operating loss widened to $1.3M from $7.1M income due to an $8.6M intangible impairment and higher expenses, but net income turned positive at $3.0M (vs. $1.5M loss) largely from a $15.7M tax benefit. Cash from operations improved sharply to $4.2M from a $66K use, while total cash and equivalents fell to $2.2M from $4.8M at year-end.

• · Dividends declared at $0.20 per share, totaling $3.967M.
• · Stockholders’ deficit improved to $(36.2M) from $(41.0M) at year-end.
• · Accounts receivable decreased to $49.1M from $52.0M QoQ.
• · Interest expense increased to $11.3M from $10.2M YoY.
• · Weighted average basic shares outstanding: 16,800K (up from 15,887K YoY).

11-05-2026

Oxford Square Capital Corp. amended its Articles of Incorporation (Section 6.1) to increase authorized Common Stock shares from 100,000,000 to 300,000,000 shares ($0.01 par value per share), raising the aggregate par value from $1,000,000 to $3,000,000. The change was approved solely by a majority of the Board of Directors under Maryland General Corporation Law Section 2-105(a)(13), without stockholder action. This enhances flexibility for potential future classifications or issuances of shares.

• · Amendment signed on May 8, 2026.
• · Original Charter dated July 21, 2003; prior amendments dated December 3, 2007, March 16, 2018, and March 19, 2018.
• · No changes to preferences, conversion rights, voting powers, dividend restrictions, or redemption terms of existing stock.

11-05-2026

MoonLake Immunotherapeutics announced a positive final pre-BLA meeting with the FDA on April 1, 2026, aligning on BLA submission plans for sonelokimab in hidradenitis suppurativa (HS) by end-September 2026, supported by strong MIRA trial data (~43% HiSCR75 response and ~29 percentage point delta-to-placebo). The company ended Q1 2026 with $357.9 million in cash, cash equivalents, and short-term marketable debt securities, providing a runway to end-2027, plus up to $400 million available via debt facility with Hercules Capital. However, G&A expenses increased to $15.5 million in Q1 2026 from $9.2 million in Q4 2025 (up $6.3 million due to stock option cancellations), while R&D expenses were relatively flat at $54.5 million versus $56.0 million.

• · BLA acceptance expected by end-November 2026, with potential Priority Review due to adolescent data inclusion
• · Upcoming milestones: Q2 2026 52-week VELA-1/2 data; mid-2026 IZAR-1 and VELA-TEEN primary endpoints; Q4 2026 IZAR-2 primary endpoint
• · Potential first U.S. commercial launch in H2 2027 subject to FDA approval
• · VELA-2 week 16 primary endpoint did not achieve statistical significance (p=0.053) due to intercurrent events in placebo arm

11-05-2026

MUFG Bank, Ltd. filed a Form 13F-HR on May 11, 2026, reporting its institutional investment holdings as of March 31, 2026, as the parent company of several investment manager subsidiaries including WealthNavi Inc., MUFG Securities Americas Inc., and others. The filing discloses a portfolio with key positions such as $523,063,146 in Grab Holdings Limited Class A Ordinary Shares (142,913,428 shares), $2,307,899,802 in US Bancorp Del Common Stock (44,374,155 shares), $8,860,722 in CME Group Inc Common Stock (30,001 shares), $118,817,118 in SPDR S&P 500 ETF Trust Units (182,700 shares), and $80,956,563 in Polestar Automotive Holding UK Sponsored ADS (4,395,036 shares). No period-over-period comparisons or performance metrics are provided in the filing.

• · Filing is a 13F combination report covering subsidiaries' managed accounts where MUFG Bank does not directly exercise investment discretion.
• · Report period end: March 31, 2026; Filed as of date: May 11, 2026.
• · MUFG Bank, Ltd. EIN: 135611741; State of Incorporation: M0 (likely Missouri proxy for non-US).

11-05-2026

Elme Communities reports net assets in liquidation of $203,909 thousand as of March 31, 2026, down 14.6% from $238,915 thousand at December 31, 2025, amid ongoing liquidation with total assets declining 72.3% to $585,231 thousand and income producing property dropping 29.9% to $544,250 thousand; however, debt payable was reduced 35.1% to $337,492 thousand. Cash, cash equivalents, and restricted cash fell sharply 97.1% to $39,273 thousand, following the payout of a $1,303,723 thousand liquidating distribution. On a going concern basis for the three months ended March 31, 2025, the company recorded real estate rental revenue of $61,493 thousand but a net loss of $4,675 thousand.

• · Dividends declared $0.18 per common share for three months ended March 31, 2025
• · Net cash provided by operating activities $16,175 thousand for three months ended March 31, 2025
• · Net cash used in investing activities $5,698 thousand for three months ended March 31, 2025
• · Basic and diluted net loss per common share $(0.05) for three months ended March 31, 2025
• · Cash paid for interest $11,982 thousand for three months ended March 31, 2025

11-05-2026

Atmus Filtration Technologies Inc. (NYSE: ATMU) announced the appointment of Kevin Carpenter as Senior Vice President and Chief Supply Chain Officer, effective immediately on May 11, 2026. Carpenter, with over 25 years of experience from The Toro Company, Carrier Global Corporation, and Rockwell Automation, Inc., will oversee procurement, manufacturing, health, safety, environment, transportation, and logistics. The company, headquartered in Nashville, Tenn., employs nearly 5,000 people worldwide across its Power Solutions (Fleetguard®) and Industrial Solutions (Koch Filter®) segments.

• · Kevin Carpenter holds a BS in Electrical Engineering from Georgia Institute of Technology, BS in General Engineering from Morehouse College, MBA from Weatherhead School of Management at Case Western Reserve University, and MS in Industrial Engineering from Youngstown State University.

11-05-2026

NLB Skladi, upravljanje premozenja, d.o.o. disclosed U.S. equity holdings totaling $2085748492 across 335 positions as of March 31, 2026, in its 13F-HR filing submitted May 11, 2026. Top holdings by value include Apple Inc. COM at $104838111 (413090 shares), Alphabet Inc. CAP STK CL A at $97744232 (339909 shares), Amazon.com Inc. COM at $74913261 (359693 shares), and Broadcom Inc. COM at $70580041 (228038 shares), with all positions held solely. No prior period data provided for comparison; all reported with sole voting and investment discretion.

• · Report period end date: 03/31/2026
• · Filing date: 05/11/2026
• · Signed date: 04/22/2026
• · Filer location: Tivolska cesta 48, Ljubljana, 1000, Slovenia
• · All 335 holdings reported as SH SOLE (sole voting and discretion power); no shared power, puts, or calls indicated

11-05-2026

Adial Pharmaceuticals reported Q1 2026 financial results with cash and equivalents at $4.6M as of March 31, 2026 (down from $5.9M at December 31, 2025), R&D expenses decreased 42% YoY to $0.4M, G&A expenses increased 3% YoY to $1.6M, and net loss improved to $2.0M from $2.2M YoY. The company provided a positive business update on regulatory tailwinds including potential FDA flexibility for single pivotal trials, bipartisan support for non-abstinence AUD endpoints, a collaboration framework with Molteni Farmaceutici for European commercialization, and IP protection for AD04 extending to at least 2045. However, cash is projected to fund operations only into the second half of 2026, with active pursuit of financing or strategic alternatives needed for Phase 3 advancement.

• · Cash runway projected into second half of 2026 based on current plans
• · International patent application for AD04, if granted, extends protection through at least 2045

11-05-2026

MUFG Securities Americas Inc. filed its 13F-HR on May 11, 2026, disclosing institutional holdings as of March 31, 2026, primarily in over 250 U.S. equities with no changes reported across all positions (all show 0 added or sold shares). Top holdings include Apple Inc. (406150 shares), Amazon.com Inc. (270251 shares), Alphabet Inc. Class A (161064 shares) and Class C (129379 shares), and Broadcom Inc. (131166 shares). The portfolio also features fixed income positions such as $2000000 in PPL Capital Funding Inc. notes and $3000000 in Pinnacle West Capital Corp. Class E, with overall holdings unchanged quarter-over-quarter.

• · Report period end: March 31, 2026
• · Filing CIK: 0000867626
• · Business address: 1221 Avenue of the Americas, 6th Floor, New York, NY 10020-1001
• · All positions report 0 changes in shares held

11-05-2026

MUFG Securities (Canada), Ltd. filed a 13F-HR disclosing 43 equity positions totaling $3,477,444,816 as of March 31, 2026, with no reported changes in share counts. Top holdings include Shopify Inc Class A ($215,401,840; 1,818,588 shares), Toronto Dominion Bank ($232,093,863; 2,489,513 shares), and Royal Bank of Canada ($334,556,497; 2,073,220 shares). The portfolio is heavily weighted toward Canadian financials, energy, and mining companies.

• · Filing submitted on May 11, 2026, for period ending March 31, 2026.
• · All reported holdings show 0 changes in shares (no additions or reductions).
• · Filer CIK: 0001656187; SEC file number: 028-21099.

11-05-2026

Nomura Asset Management Co Ltd filed its 13F-HR on May 11, 2026, reporting U.S. equity holdings as of March 31, 2026, across five affiliates including NAM Tokyo, Malaysia, U.K., Europe, and Taiwan. Top positions include Apple Inc. valued at $1,515,303,953 (5,970,700 shares), Alphabet Inc. Class A at $856,641,240 (2,979,000 shares), and Amazon.com Inc. at $845,075,935 (4,057,598 shares). For certain positions, voting authority exceeds investment discretion due to sub-advisers.

• · Business address: Toyosu Bayside Cross Tower, 2-2-1, Toyosu, Koto-ku, Tokyo 135-0061.
• · SEC file number: 028-06746.
• · Certain positions delegate investment discretion to sub-advisers while retaining voting authority.

11-05-2026

Sequans Communications reported total revenue of $26,325 thousand for the year ended December 31, 2025, down 29% from $36,831 thousand in 2024, with product revenue increasing 29% to $15,489 thousand while license, royalty, and services revenue declined 59% to $10,262 thousand. Gross profit fell 49% to $14,112 thousand, and the company recorded an operating loss of $111,892 thousand compared to operating income of $69,533 thousand in 2024, driven by new digital asset impairment losses of $67,375 thousand and losses on sales of $6,102 thousand. Net loss was $109,279 thousand versus a profit of $57,567 thousand in 2024.

• · Customer C revenue share declined from 56% in 2023 to less than 10% in 2025.
• · US revenue decreased to $9,248 thousand (35% of total) from $20,368 thousand (55%) YoY.
• · Bitcoin acquisitions: 3,233.8038 units for $377,200 thousand; disposals: 1,095.0001 units.
• · No single customer exceeded 33% of trade receivables at December 31, 2025.

11-05-2026

Esquire Financial Holdings, Inc. reported Q1 2026 net income of $12,211 thousand, up 7.0% YoY from $11,407 thousand, supported by net interest income growth of 23.2% to $34,004 thousand and noninterest income up 5.0% to $6,455 thousand. Total assets increased 2.4% QoQ to $2,421,155 thousand, with loans net of allowance up 3.3% to $1,791,550 thousand and deposits up 2.0% to $2,102,568 thousand. However, noninterest expenses rose 23.3% YoY to $20,657 thousand due to $1,272 thousand in merger expenses and higher employee compensation, provision for credit losses doubled to $2,700 thousand, cash equivalents declined 5.8% QoQ to $222,221 thousand, and other comprehensive loss of $960 thousand led to comprehensive income of $11,251 thousand down from $14,011 thousand YoY.

• · Diluted EPS $1.40 in Q1 2026, up from $1.33 YoY.
• · Basic EPS $1.48 in Q1 2026, up from $1.43 YoY.
• · Cash dividends declared $0.20 per share in Q1 2026 vs $0.175 in Q1 2025.
• · Stockholders’ equity $301,267 thousand as of March 31, 2026, up 4.0% QoQ.

11-05-2026

MUFG Securities EMEA plc filed its 13F-HR on May 11, 2026, reporting $6,702,737,093 in total investments across 551 positions as of March 31, 2026. Top holdings include Apple Inc ($319444204 value, 1258695 shares), Broadcom Inc ($308391121 value, 996385 shares), Alphabet Inc CAP STK CL A ($243018394 value, 845105 shares), and Alphabet Inc CAP STK CL C ($107919314 value, 376209 shares). The filing shows sole investment discretion (1,2) and voting authority for all positions with no shared or other voting authority indicated.

• · SEC file number: 028-15731
• · Central Index Key: 0001597694
• · Business address: Ropemaker Place, 25 Ropemaker Street, London X0 EC2Y 9AJ
• · Former name: Mitsubishi UFJ Securities International PLC (changed 20140121)

11-05-2026

Strengthening Families & Communities, LLC filed its 13F-HR on May 11, 2026, disclosing total portfolio holdings valued at $400,818,882 as of March 31, 2026, across 589 positions primarily in equities and ETFs. Top holdings include Apple Inc. ($14,054,378), Tidal Trust I SP Funds S&P 500 Sharia ($12,828,767), and NVIDIA Corp ($12,521,519), with a notable emphasis on technology stocks and Sharia-compliant funds. No prior period data is provided in the filing for comparison.

• · All reported holdings have sole voting and investment discretion (SH SOLE)
• · No put or call options reported (0 0 across positions)
• · Portfolio includes Sharia-compliant ETFs such as WAHED DOW JONES ISLAMIC WORLD and LISTED FDS TR WAHED FTSE USA SHARIAH ETF
• · Filer CIK: 0001921196, SEC file number: 028-22399

11-05-2026

For Q1 2026 ended March 31, Pershing Square SPARC Holdings reported a net loss of $662,633, worsening 61% YoY from $412,167, with operating loss expanding to $669,489 from $442,762 due to higher legal fees ($270,418 vs $53,454). Cash and equivalents declined to $18,735,035 from $20,080,652 at December 31, 2025 (down 6.7% QoQ), while net cash used in operating activities surged to $1,345,617 from $492,150 YoY. Positively, the advisor warrants liability decreased to $2,000,000 from $3,000,000, and total liabilities fell slightly to $44,117,310 from $44,773,777.

• · Basic and diluted net loss per share: ($1.57) in Q1 2026 vs ($0.98) in Q1 2025.
• · Legal fees: $270,418 in Q1 2026 vs $53,454 in Q1 2025.
• · Accrued expenses increased to $619,485 as of March 31, 2026 from $269,096 as of December 31, 2025.
• · Change in fair value of Sponsor Warrants liability: $6,856 gain in Q1 2026 vs $30,595 gain in Q1 2025.
• · Prepaid expenses increased to $41,217 as of March 31, 2026 from $14,700.

11-05-2026

Cadinha & Co LLC filed its quarterly 13F-HR on May 11, 2026, reporting total equity holdings of $536,782,504 across 103 positions as of March 31, 2026. Top holdings by value include iShares Gold Trust ($45,985,314), Berkshire Hathaway Inc Cl B ($36,255,314), Alphabet Inc Cl A ($29,554,088), NVIDIA Corp ($25,221,931), and Microsoft Corp ($16,193,073), reflecting exposure to technology, gold, and diversified equities. No period-over-period changes are disclosed in this filing.

• · Filer CIK: 0000923469
• · SEC File Number: 028-04292
• · Business address: 900 Fort Street Mall, Suite 1450, Honolulu, HI 96813
• · Business phone: 8085239488
• · Conformed period end: March 31, 2026

11-05-2026

Portsmouth Square, Inc. (PRSI) filed an 8-K on May 11, 2026, under Item 9.01 Financial Statements/Exhibits, attaching Exhibit 99.1 as a press release dated May 11, 2026. The filing contains no specific financial data, operational updates, or performance metrics in the body. It confirms the company's principal executive offices at 1516 S. Bundy Drive, Suite 200, Los Angeles, CA 90025.

• · IRS Employer Identification No.: 94-1674111
• · Commission File Number: 0-4057
• · Telephone: (310) 889-2500

11-05-2026

Camden National Corporation announced that William H. Martel, its Executive Vice President and Chief Technology Officer, provided notice on May 6, 2026, of his intention to retire effective July 31, 2026. The Form 8-K was filed on May 11, 2026, under Items 5.02 and 9.01, with no additional financial or compensatory details disclosed.

• · Securities registered: Common Stock, without par value (CAC) on The NASDAQ Stock Market LLC

11-05-2026

Apple Hospitality REIT, Inc. filed an 8-K on May 11, 2026, under Items 7.01 and 9.01, announcing the availability of an updated investor presentation on its website. The presentation contains operating statistics for April and May 2026 and will be used at various conferences and meetings in the coming weeks. Exhibit 99.1 provides the investor presentation dated May 11, 2026.

• · Presentation furnished as Exhibit 99.1, not deemed 'filed' under Section 18 of the Exchange Act.
• · Securities: Common Shares, no par value (APLE) on The New York Stock Exchange.

11-05-2026

Radiant Logistics reported flat revenues of $214.1M for the three months ended March 31, 2026, unchanged from $214.0M YoY, while net income attributable to the company more than doubled to $4.7M from $2.5M, driven by lower depreciation, amortization, and a favorable change in contingent consideration. For the nine months ended March 31, 2026, revenues declined 1.4% YoY to $672.9M from $682.1M, and net income fell 9.0% to $11.3M from $12.4M, though operating income edged up 1.6% to $16.1M. Cash and equivalents rose sharply 73% to $39.7M, bolstered by $29.4M in operating cash flow versus $10.2M prior year.

• · Depreciation and amortization declined 27% YoY to $3.6M in Q3 and 28% to $10.7M nine months due to lower intangible amortization.
• · Change in fair value of contingent consideration provided a $3.7M gain in Q3 2026 vs $0.3M expense in 2025.
• · US transportation services revenues $184.5M in Q3 2026 vs $182.0M prior year; Canada $18.1M vs $20.4M (decline).
• · Acquisitions net cash outflow $5.2M nine months 2026 vs $25.7M prior year.
• · Common stock repurchases totaled $3.5M nine months 2026.

11-05-2026

Murphy USA Inc. filed a Certificate of Amendment to its Restated Certificate of Incorporation, amending Article 6 to de-stagger its Board of Directors (currently 10 members) with elections transitioning to annual terms starting at the 2029 annual meeting, eliminating cumulative voting, allowing the board to fill vacancies, and changing director removal to with or without cause post-2029. Article 7 was amended to specify stockholder meeting procedures and prohibit actions by written consent. The amendment was certified by Gregory L. Smith on May 7, 2026, and filed on May 11, 2026.

• · Amendments adopted in accordance with Section 242 of the Delaware General Corporation Law.
• · Quorum for Board meetings is a majority of the Whole Board.
• · Prior to 2029, directors removable only for cause by majority vote of outstanding voting securities; after 2029, with or without cause.

11-05-2026

Planet Fitness, Inc. held its annual stockholder meeting on May 5, 2026, with 73,996,496 shares present or represented by proxy, representing 93.19% of entitled shares. All four director nominees (Stephen Spinelli, Jr., Colleen Keating, Enshalla Anderson, and Steve Beard) were elected, though Stephen Spinelli, Jr. received 19,182,325 votes withheld; KPMG LLP was ratified as independent auditors for the year ending December 31, 2026 with overwhelming support (72,365,638 for); and the advisory vote on named executive officer compensation passed strongly (69,386,339 for). No additional nominations or matters were raised.

• · Broker non-votes totaled 1,676,635 across director election and executive compensation proposals.
• · No broker non-votes for KPMG ratification proposal.

11-05-2026

Lafayette Square USA, Inc. filed an 8-K on May 11, 2026, under Item 5.02 (Director/Officer Departure/Election). The filing contains a standard forward-looking statements disclaimer and is signed by Seren Tahiroglu, Chief Financial Officer. No specific details regarding any director or officer departure, election, or appointment are provided in the content.

• · Filing Type: 8-K
• · Items: 5.02
• · Subcategory: Director/Officer Departure/Election

11-05-2026

Capital Square, LLC filed a 13F-HR on May 11, 2026, disclosing $216912304 in total holdings across 226 positions as of March 31, 2026. The portfolio is diversified with a focus on ETFs, REITs, and dividend-paying stocks, led by Vanguard Total Stock Market ETF at $14709496 (41782 shares), iShares TR PFD AND INCM SEC at $7362445 (233580 shares), and VanEck Preferred Securities EX Financials ETF at $5033288 (271190 shares). All positions are held with sole voting authority.

• · All 226 holdings managed with sole investment discretion and sole voting authority.
• · Filing covers period ending 03/31/2026.
• · Heavy allocation to REITs including CareTrust REIT ($3179115), Realty Income Corporation ($2982203), and WP Carey Incorporated ($2772765).

11-05-2026

AParadise Acquisition Corp. filed an S-1 registration statement on May 11, 2026, disclosing its financial position as of March 31, 2026, and comparative data for the three months ended March 31, 2026 and 2025, including details on redeemable and non-redeemable Class A and Class B ordinary shares. The filing references prior IPO activities on July 31, 2025, sponsor private placements, founder shares, and over-allotment options exercised on September 15, 2025, with no operational revenues typical for a SPAC but ongoing trust-related balances. No material period-over-period changes are quantifiable from the provided XBRL tags, indicating stable pre-business combination status.

• · Company incorporation date: November 9, 2022.
• · IPO date: July 31, 2025.
• · Over-allotment option date: September 15, 2025.
• · Business combination related activity noted on November 26, 2025 (e.g., BVIAcquirorUnits).

11-05-2026

Planet Green Holdings Corp. announced via press release that its independent registered public accounting firm's audit report for the Annual Report on Form 10-K for the fiscal year ended December 31, 2025, includes a going concern qualification and an explanatory paragraph expressing substantial doubt about the company's ability to continue as a going concern. The 10-K was filed with the SEC on March 31, 2026, and this 8-K disclosure complies with Sections 401(h) and 610(b) of the NYSE American Company Guide. No financial metrics or period comparisons are provided in the filing.

• · Common Stock, par value $0.001 per share, trading as PLAG on NYSE American
• · Company headquartered in Flushing, NY; operations in mainland China and Canada

11-05-2026

The Municipal Employees' Retirement System of Michigan filed its 13F-HR on May 11, 2026, reporting 29 holdings totaling $8,223,951,000 as of March 31, 2026. Top positions include the Invesco S&P 500 QVM Multifactor ETF at $1,306,065,000, SPDR Portfolio Intermediate Term Treasury ETF at $1,109,213,000, and iShares Core S&P 500 ETF at $1,069,920,000, with all holdings held with sole voting authority. The portfolio features a mix of equity ETFs, bond ETFs, and treasury ETFs, reflecting broad market and fixed income exposure.

• · Report period end date: 03/31/2026
• · Filing as of date: 05/11/2026
• · All reported holdings have sole shared responsibility voting authority
• · Portfolio domiciled at 1134 Municipal Way, Lansing, MI 48917

11-05-2026

Verizon Communications Inc. filed a Form 8-K on May 11, 2026, under Items 8.01 (Other Events) and 9.01 (Financial Statements and Exhibits), attaching a press release dated May 11, 2026 as Exhibit 99.1. The filing lists numerous outstanding notes with various coupon rates and maturities traded on the New York Stock Exchange and Nasdaq Global Select Market, including common stock (par value $0.10). No financial metrics, period-over-period comparisons, or performance changes were disclosed in the filing body.

• · Filing Type: 8-K, Items 8.01 and 9.01
• · Date of Report: May 11, 2026
• · Securities registered: Common Stock (VZ) on NYSE and Nasdaq; multiple notes e.g., 1.375% Notes due 2026 (VZ 26B), 0.875% Notes due 2027 (VZ 27E), up to 5.7427% Fixed-to-Fixed Rate Junior Subordinated Notes due 2056 (VZ 56C)

11-05-2026

Elo Mutual Pension Insurance Co filed its 13F-HR on May 11, 2026, reporting holdings as of March 31, 2026, with a total portfolio value of $6,064,829,293 across 581 positions, all held solely. Top holdings by value include Apple Inc. ($401,858,192, 1,583,428 shares), Alphabet Inc. Class A ($182,723,675, 635,428 shares), Meta Platforms Inc. Class A ($160,872,086, 281,181 shares), Alphabet Inc. Class C ($153,330,972, 534,515 shares), and iShares Broad USD High Yield Corporate Bond ETF ($137,965,800, 3,745,000 shares). No period-over-period changes are disclosed in this filing.

• · Filing submitted from Espoo, Finland (H9)
• · All positions reported as sole discretionary holdings (SH SOLE)

11-05-2026

ServiceNow reports strong 2025 financial performance with $13.3B total revenues, 21% YoY subscription revenue growth to $12.9B, 98% industry renewal rate, 31% non-GAAP operating margin, and $4.6B non-GAAP free cash flow. The Board nominates Eric S. Yuan and seeks approval for 38 million additional shares in the 2021 Equity Incentive Plan to support a workforce that has grown nearly 50%, while recommending a vote against a shareholder proposal for written consent rights. Metrics show consistent multi-year growth including 25% CAGR in subscription revenues and 55% CAGR in remaining performance obligations.

• · Three-year average Burn Rate of 1.63% and Overhang of 6.23%.
• · Equity plan features strong governance: no rollover, no liberal recycling, no option repricing without approval.
• · Annual cash incentive: 70% net new ACV, 30% non-GAAP operating margin, +/-10% non-financial adjustment.
• · LTIP: 60% PRSUs (non-GAAP subscription revenues + rTSR modifier), 40% RSUs.
• · Shareholders with 15% shares for one year can call special meeting.
• · Financials as of year ended December 31, 2025; annual meeting outreach May 21, 2026.

11-05-2026

Mueller Industries Inc. held its Annual Meeting of Stockholders on May 7, 2026, electing all director nominees (with For votes ranging from 87.4M to 92.8M shares and withheld votes up to 6.5M for Terry Hermanson), ratifying Ernst & Young LLP as auditors for the fiscal year ending December 26, 2026 (98.5M For), and approving executive compensation on an advisory basis (87.6M For vs. 4.3M Against). On May 8, 2026, the Board declared a regular quarterly cash dividend of $0.35 per share, payable June 19, 2026 to shareholders of record on June 5, 2026. All proposals passed with majority support despite some notable withheld votes on certain directors.

• · Fiscal year for auditors ends December 26, 2026
• · Common stock: $0.01 par value, traded on NYSE under symbol MLI

11-05-2026

Tarsadia Capital, LLC, a Delaware-incorporated investment firm based in New York, NY, filed its Form 13F-HR on May 11, 2026, reporting holdings as of March 31, 2026. The information table indicates no reportable positions (empty table with zero values for shares and other metrics). This filing discloses no changes or activity in managed securities.

• · SEC File Number: 028-20077
• · Business Phone: (332) 225-8207
• · Fiscal Year End: December 31
• · Central Index Key: 0001777371