S&P 500 Technology Sector SEC Filings — May 20, 2026

20-05-2026

Analog Devices Inc. (ADI) reported a strong Q2 FY2026 with revenue of $3.62B, up 37% YoY from $2.64B, and net income of $1.18B, more than doubling from $570M. The Industrial segment surged 56% YoY and Communications grew 79%, while Automotive revenue was nearly flat at +2% YoY. The company also recorded $29.1M in new employee severance costs under global repositioning actions during the quarter.

• · Distributor channel revenue was $2.07B (57% of total) in Q2 FY2026, up from $1.48B (56%) in Q2 FY2025.
• · Direct customer revenue was $1.52B (42% of total) in Q2 FY2026, up from $1.13B (43%) in Q2 FY2025.
• · Accrued special charges for global repositioning actions stood at $13.4M at May 2, 2026, down from $31.2M at January 31, 2026, after $17.9M in severance payments during Q2.
• · Total assets measured at fair value were $2.23B as of May 2, 2026, including $703M in government/institutional money market funds and $398M in corporate obligations (Level 2).
• · Total liabilities measured at fair value were $33.9M, consisting of forward foreign currency exchange contracts ($10.0M) and interest rate derivatives ($23.9M).
• · Other comprehensive income for Q2 FY2026 was $2.3M, driven by foreign currency translation gains ($1.3M) and derivative gains ($0.6M).
• · Provision for income taxes increased to $148.5M in Q2 FY2026 from $56.2M in Q2 FY2025, reflecting higher pre-tax income.

20-05-2026

Immunovant reported its Q4 and FY2026 financial results, highlighting promising preliminary data for IMVT-1402 in difficult-to-treat rheumatoid arthritis (D2T RA) with ACR20/50/70 response rates of 72.7%, 54.5%, and 35.8% at Week 16. The company ended the quarter with $902.1M in cash, providing runway to the potential launch of IMVT-1402 in Graves' disease. However, net loss widened to $147.9M for Q4 FY2026 (up 39% YoY) and $505.6M for the full year (up 22% YoY), driven by increased R&D spending including $39M in costs related to the discontinuation of batoclimab after two Phase 3 TED studies failed to meet their primary endpoints.

• · ACR20/50/70 response rates at Week 16 in D2T RA trial: 72.7%, 54.5%, 35.8% (non-responder imputation for dropouts)
• · In the subset of patients who failed both a JAK inhibitor and anti-TNF inhibitor (N=107): ACR20 72.0%, ACR50 53.3%, ACR70 37.4%
• · Baseline disease activity: mean 24.2 tender joints, 16.7 swollen joints, DAS28-CRP score of 6.1; mean time since diagnosis 12.8 years
• · 86.7% (143/165) of evaluable patients had failed two prior mechanisms of advanced therapies
• · Non-GAAP R&D expenses Q4 FY2026: $136.0M (vs $87.2M in Q4 FY2025); Non-GAAP net loss Q4 FY2026: $137.0M (vs $94.9M)
• · Non-GAAP R&D expenses FY2026: $426.9M (vs $333.9M FY2025); Non-GAAP net loss FY2026: $449.9M (vs $364.7M)
• · Non-cash stock-based compensation: $11.1M in Q4 FY2026 ($55.7M full year) vs $11.7M in Q4 FY2025 ($49.5M full year)
• · Weighted-average shares outstanding (basic/diluted) for FY2026: 182,421,233 vs 151,573,553 in FY2025
• · Topline data from potentially registrational trials in GD and MG expected in calendar year 2027
• · CLE proof-of-concept trial fully enrolled, topline data expected H2 2026
• · Immunovant discontinued batoclimab after two Phase 3 TED studies failed primary endpoint; safety profile consistent with prior studies

20-05-2026

Entravision Communications Corp. mutually terminated its Cooperation Agreement with Alexandra Seros and related trusts on May 18, 2026. The agreement had been in place since May 4, 2023, and governed board nomination rights and stock ownership commitments. As a result, all rights and obligations under the agreement have been terminated, but Thomas Strickler (originally nominated under the agreement) will remain on the board. No financial figures are disclosed in this filing.

• · The Cooperation Agreement was originally dated May 4, 2023.
• · The termination is mutual between the Company and the Stockholders.
• · Thomas Strickler will remain on the board despite the termination of the agreement.

20-05-2026

Salesforce filed a DEFA14A proxy supplement on May 20, 2026, urging stockholders to vote FOR Proposal 2 to amend and restate the 2013 Equity Incentive Plan, adding 34 million shares. The supplement addresses ISS's recommendation against the proposal due to a formulaic SVT calculation, which was negatively impacted by Salesforce's $25 billion accelerated share repurchase program that reduced shares outstanding. While ISS supports other proposals and Glass Lewis supports Proposal 2, the company argues the share repurchase has already retired 103 million shares—more than three times the requested shares—resulting in a net reduction in shares outstanding and a reasonable pro-forma equity overhang of 15.7%.

• · ISS supports all director nominees and the say-on-pay proposal but recommends against Proposal 2 due to a formulaic SVT calculation.
• · Glass Lewis & Co. is supporting Proposal 2.
• · The share repurchase program reduced shares outstanding, causing the same share reserve to represent a larger percentage of a smaller equity base, which ISS's SVT model penalizes.
• · The company states that without the share increase, it may need to significantly increase cash compensation, potentially misaligning employee and stockholder interests.
• · The 2013 Plan includes broad-based participation, with 96% of equity awards granted to non-executive officers in fiscal 2026.
• · The company's three-year average burn rate is 1.5%.

20-05-2026

Intuit Inc. announced its fiscal Q3 2026 financial results on May 20, 2026, and provided forward-looking guidance. Concurrently, the company disclosed a plan to reduce its workforce by approximately 17% and consider site closures, expecting $300M to $340M in restructuring charges primarily in Q4 FY2026. The Board also approved a cash dividend of $1.20 per share, payable on July 17, 2026.

• · Restructuring charges are primarily future cash expenditures for severance and employee benefits.
• · Substantially all restructuring actions expected to be completed by first fiscal quarter ending October 31, 2026.
• · Dividend record date is July 9, 2026; payment date is July 17, 2026.
• · The filing includes forward-looking statements with risks related to macroeconomic uncertainty, AI development, and competition.

20-05-2026

Adient plc filed an 8-K on May 20, 2026, disclosing that representatives will hold investor meetings in May 2026 and furnished an investor presentation as Exhibit 99.1. The filing is a Regulation FD disclosure and does not contain financial results or material changes.

• · The filing is an 8-K under Items 7.01 and 9.01.
• · The investor presentation is furnished, not filed, for SEC purposes.
• · The registrant is Adient plc, an Irish company with ordinary shares listed on NYSE under symbol ADNT.

20-05-2026

DNOW Inc. held its Annual Meeting on May 20, 2026, where shareholders re-elected all nine director nominees, ratified KPMG LLP as independent auditors for 2026, and approved advisory say-on-pay compensation. All proposals passed with strong support, though say-on-pay received 6 million against votes.

• · All nine directors were re-elected for a one-year term expiring in 2027.
• · Ratification of KPMG LLP received 170,813,460 for, 769,789 against, 28,039 abstain, and 0 broker non-votes.
• · Advisory say-on-pay approval received 155,128,968 for, 6,013,091 against, 144,343 abstain, and 10,324,886 broker non-votes.

20-05-2026

Adicet Bio, Inc. filed an amended 10-K/A to correct an omission in its original 2025 annual report regarding disclosure controls and procedures. Management, including the CEO and CFO, concluded that disclosure controls and procedures were effective as of December 31, 2025, and that internal control over financial reporting was also effective at the reasonable assurance level. The amendment does not change any financial statements or other disclosures from the original filing.

• · The amendment corrects an omission in the original 10-K filed March 12, 2026, adding statements about the effectiveness of disclosure controls and procedures.
• · No changes were made to the consolidated financial statements or other items in the original filing.
• · The company is a non-accelerated filer and a smaller reporting company, and its internal control over financial reporting is not subject to auditor attestation.
• · No material changes in internal control over financial reporting occurred during the year ended December 31, 2025, other than a remediation plan described in the prior year's 10-K.

20-05-2026

NVIDIA reported record Q1 FY27 revenue of $81.6B, up 85% YoY and 20% QoQ, driven by Data Center revenue of $75.2B (+92% YoY). GAAP net income surged 211% YoY to $58.3B. However, GAAP gross margin declined slightly sequentially from 75.0% to 74.9%, and the company noted it is not assuming any Data Center compute revenue from China in its Q2 outlook. The Board approved an additional $80B share repurchase authorization and raised the quarterly dividend from $0.01 to $0.25 per share.

• · GAAP operating expenses were $7.6B in Q1 FY27, up 52% YoY and 12% QoQ.
• · Non-GAAP diluted EPS was $1.87, up 140% YoY and 18% QoQ.
• · GAAP income tax expense was $11.6B in Q1 FY27, up from $3.1B in Q1 FY26.
• · Total assets increased to $259.5B as of April 26, 2026, from $206.8B as of January 25, 2026.
• · Cash and cash equivalents were $13.2B at quarter end, up from $10.6B.
• · Marketable equity securities surged to $30.2B from $12.9B sequentially.
• · Accounts receivable rose to $40.7B from $38.5B sequentially.
• · Inventories increased to $25.8B from $21.4B sequentially.
• · Total shareholders' equity grew to $195.5B from $157.3B sequentially.
• · Q2 FY27 revenue outlook of $91.0B (+/-2%) implies ~12% sequential growth.
• · Full year fiscal 2027 GAAP and non-GAAP tax rates expected between 16.0% and 18.0%.
• · NVIDIA is transitioning to a new reporting framework with two market platforms: Data Center and Edge Computing.
• · Data Center compute revenue (previous sub-market) was $60.4B, up 77% YoY.
• · Data Center networking revenue (previous sub-market) was $14.8B, up 199% YoY.
• · GAAP gross margin declined 0.1 percentage points sequentially to 74.9%.
• · Non-GAAP gross margin also declined 0.1 percentage points sequentially to 75.0%.
• · The company is not assuming any Data Center compute revenue from China in its Q2 outlook.

20-05-2026

Cadiz Inc. posted a shareholder letter on May 20, 2026, providing business updates. The letter discusses project financing, pipeline construction, ATEC expansion, and hydrogen opportunities. However, the filing contains no specific financial figures or quantitative performance data, and forward-looking statements are subject to risks including delays, regulatory changes, and market conditions.

• · The shareholder letter was posted on the company's website at www.cadizinc.com.
• · The filing is furnished under Item 7.01 and not deemed filed for Section 18 purposes.
• · Forward-looking statements include expectations on project financing, construction timing, and ATEC technology commercialization.
• · Risks include delays in permits, regulatory changes, tariffs, inflation, and supply chain disruptions.

20-05-2026

Aditxt, Inc. reported a net loss of $16.2M for Q1 2026, widening from a $6.0M loss in Q1 2025, driven primarily by an $11.8M non-cash charge from the change in fair value of derivative liabilities. Revenue increased significantly to $12,159 from $1,018 in the prior year period, though gross profit remained minimal at $2,868. The company's cash position deteriorated sharply, falling to $268,852 from $3.2M at year-end 2025, and total stockholders' equity swung from positive $3.95M to a deficit of $35.2M, largely due to $35.5M in derivative liabilities.

• · Goodwill of $537,383 was recorded as of March 31, 2026, compared to $0 at December 31, 2025, likely related to the Ignite Acquisition.
• · The company issued 36,000 shares of Series A-2 Preferred stock in connection with the Ignite Acquisition, with a par value of $36.
• · A non-cash derivative liability of $13,736,777 was recognized from a conversion feature on warrants, and $9,913,157 from a conversion feature on preferred stock.
• · The weighted average shares outstanding increased dramatically from 29 in Q1 2025 to 20,174 in Q1 2026, reflecting significant equity issuances.
• · Net loss per share improved from $(198,072.98) in Q1 2025 to $(790.49) in Q1 2026 due to the increase in share count.
• · Cash paid for interest decreased to $152,965 in Q1 2026 from $1,264,504 in Q1 2025.
• · The company had no sales and marketing expenses in Q1 2026, compared to $50,920 in Q1 2025.
• · Total current liabilities increased to $13,341,573 as of March 31, 2026 from $12,220,193 as of December 31, 2025.
• · The company's accumulated other comprehensive income increased to $1,361,975 from $1,254,170, primarily due to a $107,805 change in fair value of the Evofem note receivable.
• · Non-controlling interest deficit deepened to $(1,897,497) from $(1,656,022).

20-05-2026

Iridium Communications Inc. held its 2026 Annual Meeting on May 20, 2026, where stockholders approved all four proposals, including the election of eleven directors, advisory say-on-pay, ratification of KPMG as auditor, and the Amended and Restated 2015 Equity Incentive Plan (reserving up to 42,947,991 shares). The Board also declared a cash dividend of $0.15 per share, payable June 30, 2026. Notably, while the auditor ratification passed overwhelmingly (85,605,107 for), the say-on-pay and equity plan proposals received significant opposition (10,109,733 and 6,954,485 against, respectively), indicating notable shareholder dissent on compensation matters.

• · The Amended and Restated 2015 Equity Incentive Plan was approved with 69,856,505 votes for, 6,954,485 against, and 114,835 abstentions, plus 8,871,625 broker non-votes.
• · Advisory say-on-pay (Proposal 2) passed with 66,205,295 for, 10,109,733 against, and 610,797 abstentions, representing about 13.2% of votes cast against.
• · Ratification of KPMG as auditor (Proposal 3) passed with 85,605,107 for, 105,156 against, and 87,187 abstentions.
• · All eleven directors were elected; Kay N. Sears received the highest number of withheld votes (4,310,022), followed by Matthew J. Desch (2,954,054).
• · The dividend of $0.15 per share is payable on June 30, 2026 to stockholders of record as of June 15, 2026.

20-05-2026

GameSquare Holdings, Inc. filed a DEFA14A on May 20, 2026, providing definitive additional materials related to its 2026 Annual Meeting of Stockholders. The filing includes a written communication distributed to stockholders. No specific financial figures or period-over-period comparisons were included in the filing.

• · Filing type is DEFA14A (Definitive Additional Materials), indicating supplemental soliciting materials were sent to stockholders.
• · The written communication relates to the 2026 Annual Meeting of Stockholders, but no meeting date or specific proposals were disclosed in this filing.
• · No fee was required for this filing, as indicated by checking box 'No fee required'.

20-05-2026

C2 Blockchain, Inc. (CBLO) reported a net loss of $19.3M for the three months ended March 31, 2026, compared to a $100,611 loss in the same period last year, driven by a surge in general and administrative expenses to $19.3M (from $100,624). Total assets grew to $676,065 from $75,551, largely due to a $661,192 cryptocurrency intangible asset, but the company's accumulated deficit ballooned to $22.0M and stockholders' deficit widened to ($213,310). While the company generated its first revenue of $17,523 from sales, operating cash flow remained negative at ($596,086) for the nine-month period.

• · The company had a derivative liability of $584,520 as of March 31, 2026, which was not present at June 30, 2025.
• · Convertible loans, net of discount, totaled $104,205 as of March 31, 2026.
• · Common shares issued and outstanding increased from 274,736,005 at June 30, 2025 to 465,935,905 at March 31, 2026.
• · Additional paid-in capital swung from ($35,401) at June 30, 2025 to $21,349,967 at March 31, 2026.
• · The company recorded a gain on change in fair value of derivative liability of $626,354 for the three months ended March 31, 2026.
• · Interest expense for the nine months ended March 31, 2026 was $1,052,026.
• · Cash paid for cryptocurrency during the nine months ended March 31, 2026 was $1,933,265.
• · Proceeds from the sale of common shares during the nine months ended March 31, 2026 were $2,380,997.

20-05-2026

Cadia Private Client LLC filed its Q1 2026 13F-HR disclosing $123.25 million in equity holdings across 76 positions as of March 31, 2026. The portfolio is heavily weighted toward fixed-income ETFs and broad market index funds, with the top three holdings being Vanguard S&P 500 ETF ($16.1M), Invesco QQQ Trust ($12.5M), and Schwab Strategic Int-Term US Treasury ETF ($10.2M). The filing shows a conservative allocation style with significant exposure to iShares Core Bond and Treasury products, while individual equity positions are limited—the largest single stock holding is JPMorgan Chase at $2.76 million.

• · Fixed-income ETFs comprise a substantial portion of the portfolio with iShares Core US Aggregate Bond ETF at $4.62M, iShares 1-3 Year Treasury Bond ETF at $4.26M, iShares Floating Rate Bond ETF at $4.25M, and Schwab Intermediate-Term US Treasury ETF at $10.2M.
• · Notable individual stock holdings include JPMorgan Chase ($2.76M), NVIDIA ($2.15M), Apple ($2.15M), Tesla ($1.57M), and Microsoft ($0.90M).
• · The Bitcoin ETF exposure via Fidelity Wise Origin Bitcoin Fund totals $552,593 (9,361 shares).
• · Halozyme Therapeutics is the largest individual stock by share count at 21,500 shares valued at $1.39M.
• · The filing indicates all positions are held with sole voting and dispositive authority by Cadia Private Client LLC.

20-05-2026

Mosaic ImmunoEngineering Inc. reported a net loss of $175,351 for Q1 2026, improving from a $181,320 loss in Q1 2025. Operating expenses decreased to $154,802 from $174,774, driven by lower general and administrative costs. However, cash and cash equivalents fell sharply to $72 from $3,622 at year-end 2025, and the company had no revenue, relying on financing.

• · Research and development expenses were nearly unchanged at $15,880 (2026) vs $15,803 (2025).
• · General and administrative expenses decreased to $138,922 from $158,971.
• · Non-cash interest expense on convertible notes was $18,082 in both periods.
• · Net cash used in operating activities improved to $3,550 from $29,089.
• · Accrued expenses and other current liabilities decreased slightly to $651,940 from $655,160.
• · The company had no revenue and no cash paid for interest or income taxes.
• · Total stockholders' deficit increased to $7,651,371 from $7,476,020 at year-end 2025.
• · No RSUs were granted, vested, or forfeited during Q1 2026.