US Activist Hedge Fund Institutional SEC 13D 13G — July 23, 2026

23-07-2026

Sumitomo Mitsui Trust Group, Inc. filed a Schedule 13G/A with the SEC on July 23, 2026, disclosing beneficial ownership of 55,783,120 common shares of ORIX Corporation as of June 30, 2026, representing a 5.0% stake. The filing is an amendment to a previous 13G and reflects a decrease from the prior period's 52,615,720 shares (which were reported as sole voting power), while the total beneficial ownership increased from 52,615,720 to 55,783,120 shares. The shares are held through subsidiaries Sumitomo Mitsui Trust Asset Management Co., Ltd. and Amova Asset Management Co., Ltd. (formerly Nikko Asset Management Co., Ltd., renamed September 1, 2025).

• · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(b), indicating passive investment intent.
• · Sole dispositive power is 55,783,120 shares, unchanged from total beneficial ownership.
• · Shared voting power and shared dispositive power are both 0.
• · The parent holding company certifies the securities were acquired in the ordinary course of business and not to influence control.
• · Nikko Asset Management Co., Ltd. was renamed Amova Asset Management Co., Ltd. effective September 1, 2025.

23-07-2026

Lilly Endowment, Inc. filed an amended Schedule 13G disclosing beneficial ownership of 90,376,978 shares of Eli Lilly & Co common stock as of June 30, 2026, representing 9.6% of the 941,741,406 shares outstanding. The filing reflects a routine ownership update with no change in the nature of the holding (all shares are directly owned, none acquired via options).

• · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(d).
• · Lilly Endowment, Inc. is a Section 501(c)(3) private foundation organized under Indiana law.
• · No shares are deemed beneficially owned via a right to acquire; all 90,376,978 shares are directly held.
• · The filing date is July 23, 2026, with an as-of date of June 30, 2026.

23-07-2026

Streeterville Capital LLC, along with its manager Streeterville Management LLC and John M. Fife, filed a Schedule 13G disclosing beneficial ownership of 954,323 ordinary shares of Taoping Inc., representing 9.99% of the 9,552,783 shares outstanding as of July 14, 2026. The filing notes that Streeterville holds rights under a convertible promissory note that would allow it to own more shares, but it is contractually capped at 9.99% ownership. The filing certifies that the securities were not acquired to change or influence control of the issuer.

• · Streeterville's ownership is contractually capped at 9.99% of outstanding shares.
• · The filing is made under Rule 13d-1(c), indicating the filer is a passive investor not seeking control.
• · The filing date is July 23, 2026, and the share count is based on the issuer's Form 424B5 filed on July 15, 2026.

23-07-2026

Victory Capital Management, Inc. filed an amended Schedule 13G with the SEC on July 23, 2026, disclosing beneficial ownership of 11,881,778 shares of BJ's Wholesale Club Holdings, Inc. common stock, representing 9.16% of the outstanding shares. The filing corrects a previous submission that was only a test file and did not go through. The shares are held in the ordinary course of business and not for control purposes.

• · The filing is an amendment (SC 13G/A) to correct a prior test file submission that did not go through.
• · Victory Capital Management has sole voting power over 11,830,407 shares and sole dispositive power over 11,881,778 shares.
• · The filing was made under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not for control purposes.

23-07-2026

Fortress Investment Group LLC and affiliated entities filed Amendment No. 5 to Schedule 13G with the SEC on July 23, 2026, disclosing continued beneficial ownership of KORE Group Holdings, Inc. common stock. The filing indicates that the Reporting Persons collectively hold 0 shares of common stock, representing 0% of the outstanding shares, and certify that the securities were not acquired or held for the purpose of changing or influencing control of the issuer.

• · The filing is Amendment No. 5 for FIG LLC, Fortress Operating Entity I LP, FIG Blue LLC, and Fortress Investment Group LLC, and Amendment No. 2 for FINCO I Intermediate Holdco LLC, FINCO I LLC, FIG Parent, LLC, Foundation Holdco LP, and FIG Buyer GP, LLC.
• · All Reporting Persons disclaim beneficial ownership except to the extent of their pecuniary interest.
• · The filing is made pursuant to Rule 13d-1(c), indicating the filers are passive investors not seeking control.

23-07-2026

Forager Capital Management, LLC and related parties (Forager Fund, L.P., Edward Kissel, and Robert MacArthur) filed a Schedule 13G/A disclosing aggregate beneficial ownership of 1,451,074 shares of MasterCraft Boat Holdings, Inc. common stock, representing 8.9% of the 16,279,890 shares outstanding as of May 1, 2026. The filing is an amendment to a prior Schedule 13G and indicates passive investment intent, with no purpose or effect of changing or influencing control of the issuer.

• · The filing is an amendment to Schedule 13G (SC 13G/A) filed on July 23, 2026.
• · The Reporting Persons certify that the securities were not acquired and are not held for the purpose of changing or influencing control of the issuer.
• · Forager Fund, L.P. and Forager Capital Management, LLC each have sole voting and dispositive power over 1,451,074 shares; Messrs. Kissel and MacArthur have shared voting and dispositive power over the same shares.
• · The business address of all Reporting Persons is 2025 3rd Ave. N, Suite 350, Birmingham, AL 35203.
• · The filing includes a Joint Filing Agreement among the Reporting Persons, dated July 23, 2026.

23-07-2026

Forager Capital Management, LLC and related entities disclosed a 9.8% beneficial ownership stake in Oportun Financial Corp as of June 30, 2026, holding 4,512,045 shares of common stock. The filing is an amendment to Schedule 13G, indicating passive investment intent, and the ownership percentage is based on 45,902,567 shares outstanding as of June 16, 2026.

• · The filing is an amendment (Schedule 13G/A) filed on July 23, 2026, with a date of change of July 23, 2026.
• · The Reporting Persons certify that the securities were not acquired with the purpose of changing or influencing control of the issuer.
• · Forager Capital Management, LLC and Forager Fund, L.P. each have sole voting and dispositive power over all 4,512,045 shares.
• · Edward Kissel and Robert MacArthur each have shared voting and dispositive power over all 4,512,045 shares, but sole power over 0 shares.
• · The filing includes powers of attorney and a joint filing agreement dated October 15, 2025.

23-07-2026

Leeam S. Lowin filed a Schedule 13G with the SEC on July 23, 2026, disclosing beneficial ownership of 3,331,947 shares of MBIA Inc. common stock, representing a 6.5% stake in the company. The filing indicates sole voting and dispositive power over the entire position, with no shared powers.

• · Leeam S. Lowin's address is 21 Fox Run Lane, Greenwich, Connecticut 06831.
• · Filing was made pursuant to Rule 13d-1(d) under the Securities Exchange Act of 1934.
• · Lowin has sole power to vote or direct the vote and sole power to dispose or direct the disposition of all 3,331,947 shares.

23-07-2026

D. E. Shaw & Co., L.P. and related entities disclosed a 8.0% beneficial ownership stake in Canadian Solar Inc. as of July 16, 2026, comprising 5,529,197 common shares (including shares issuable upon conversion of convertible securities and call options). The filing is an amendment to Schedule 13G and certifies the securities were not acquired to change or influence control of the issuer.

• · The filing is an amendment to Schedule 13G, filed under Rule 13d-1(c).
• · D. E. Shaw & Co., L.P. and David E. Shaw each reported sole dispositive power over 5,529,197 shares and shared voting power over 0 shares.
• · The 5,529,197 shares include 1,856,981 shares held directly by D. E. Shaw Valence Portfolios, L.L.C., 1,020,239 shares acquirable through convertible securities, 611,300 shares acquirable through call options, and other positions across multiple D. E. Shaw entities.
• · David E. Shaw disclaims beneficial ownership of the 5,529,197 shares attributed to him.
• · The adjusted outstanding share count of 68,987,923 includes 1,091,174 shares issuable upon conversion of convertible securities (for D. E. Shaw & Co., L.P. and David E. Shaw) and 1,020,239 such shares for D. E. Shaw Valence Portfolios, L.L.C.

23-07-2026

Perceptive Advisors LLC, Joseph Edelman, and Perceptive Life Sciences Master Fund, Ltd. filed a Schedule 13G disclosing beneficial ownership of 10,871,847 shares of Freenome, Inc. common stock, representing a 10.1% stake as of July 20, 2026. The filing is a passive investment disclosure under Rule 13d-1(c), with no intent to change or influence control of the issuer.

• · The filing is made pursuant to Rule 13d-1(c) under the Securities Exchange Act of 1934, indicating a passive investment.
• · Each reporting person disclaims beneficial ownership of the securities except to the extent of their pecuniary interest.
• · The address of the issuer is Genesis Marina, 3300 Marina Blvd, Brisbane, CA 94005.
• · The filing includes a joint filing agreement among the reporting persons.

23-07-2026

CK Life Sciences Int'l (Holdings) Inc., through its subsidiary DEFJ, LLC, filed an amended Schedule 13D disclosing beneficial ownership of 300,040 shares of Transcode Therapeutics common stock, representing 9.9% of the outstanding shares as of July 23, 2026. This follows a conversion of 21.6755 shares of Series B Preferred Stock into 216,755 common shares on July 23, 2026, which was contingent on stockholder approval of proposals at the company's 2026 annual meeting. The filing indicates CK Life Sciences maintains a significant but non-controlling stake, with no other transactions in the past 60 days.

• · The filing is Amendment No. 3 to the original Schedule 13D filed on October 16, 2025.
• · The conversion of Series B Preferred Stock was contingent on stockholder approval of Proposals 1 and 2 at the 2026 annual meeting.
• · CK Life Sciences holds sole voting and dispositive power over all 300,040 shares.
• · No other transactions in common stock were effected by the reporting persons in the past 60 days.
• · The beneficial ownership excludes a large number of shares potentially issuable upon conversion of preferred stock (11,813,859 from Series A and 2,020,582 from Series B).

23-07-2026

Burton Partnership L.P. and related parties filed a Schedule 13G with the SEC on July 23, 2026, disclosing beneficial ownership of 628,255 shares of Haverty Furniture Companies Inc. common stock, representing a 4.4% stake. The filing indicates the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

• · The filing is made pursuant to Rule 13d-1(c), indicating a passive investment intent.
• · The beneficial ownership is reported as of June 17, 2026.
• · The filing includes certifications that the securities were not acquired with the purpose of changing or influencing control of the issuer.

23-07-2026

Al Shams Investments Ltd, the largest shareholder of Braemar Hotels & Resorts Inc. (BHR), filed an amended Schedule 13D on July 23, 2026, disclosing a 9.55% stake (6,513,000 shares) and attaching a press release that escalates a public dispute with Chairman Monty Bennett. The press release accuses Bennett of 'outrageous profiteering' and alleges that the sale of three hotel properties triggered a $480 million termination fee payable to a Bennett-controlled company, while Braemar's stock has declined from ~$20 to ~$2 per share since its 2013 spinoff. Al Shams also disclosed plans to file a proxy statement and solicit shareholder votes at the upcoming annual meeting, signaling an active governance challenge.

• · Al Shams and Wafic Rida Said are deemed to beneficially own 6,513,000 shares of Braemar common stock, representing 9.55% of the outstanding shares.
• · The filing includes a press release where Wafic Rida Said denies allegations of being an 'arms dealer' and states he has never met Jeffrey Epstein.
• · Al Shams intends to file a definitive proxy statement on Schedule 14A and solicit proxies from shareholders for the Annual Meeting.
• · The press release references a court-authorized subpoena process, which Al Shams used to seek information from the Company.

23-07-2026

Gal Eido filed a Schedule 13G/A with the SEC on July 23, 2026, disclosing beneficial ownership of 13,887,593 Class A Ordinary Shares of Riskified Ltd., representing 13.7% of the outstanding shares as of June 30, 2026. The filing is an amendment to a previous 13G and reflects a decrease in Eido's reported ownership from a prior period (not specified in this filing), indicating a reduction in his stake.

• · The 13,887,593 shares consist of (i) 4,607,929 Class A Ordinary Shares, (ii) 166,364 shares underlying restricted stock units vesting on or before August 29, 2026, and (iii) 9,113,300 shares underlying Class B Ordinary Shares convertible at Eido's election on or before August 29, 2026.
• · Eido's beneficial ownership percentage is calculated assuming conversion of all derivative securities within 60 days of June 30, 2026.
• · Eido is a citizen of Israel and his business address is c/o Riskified Ltd., 220 5th Avenue, 2nd Floor, New York, NY 10001.

23-07-2026

UAW Retiree Medical Benefits Trust and its affiliated plans filed an amended Schedule 13D disclosing that they collectively own 632,140.12 shares of Commonwealth Credit Partners BDC I, Inc., representing 99.0% of the outstanding common stock. On July 21, 2026, the trust's plans purchased additional shares via drawdown notices: UAW Chrysler Retirees Medical Benefits Plan bought 2,201.011 shares, UAW Ford Retirees Medical Benefits Plan bought 3,431.320 shares, and UAW GM Retirees Medical Benefits Plan bought 5,654.906 shares, all at $877.09 per share. The filing reflects a continued dominant ownership position with no material change in control dynamics.

• · The filing is Amendment No. 22 to Schedule 13D, indicating ongoing reporting.
• · No transactions in the shares were effected by the reporting persons during the past sixty days except the July 21, 2026 purchases.
• · Hershel Harper is deemed an indirect beneficial owner of all 632,140.12 shares as CIO of the trust.

23-07-2026

RTW Investments, LP and its managing partner Roderick Wong filed Amendment No. 12 to their Schedule 13D, disclosing that on July 21, 2026, RTW Funds exchanged 392,766 shares of Allurion Technologies common stock for newly issued Pre-Funded Warrants exercisable at $0.0001 per share. The exchange was part of a Share Exchange Agreement and was accompanied by the termination of a prior Exchange Agreement. The Reporting Persons continue to beneficially own 9.99% of the outstanding common stock, with the Pre-Funded Warrants subject to a 9.99% ownership limitation.

• · The Pre-Funded Warrants have an initial exercise price of $0.0001 per share and are immediately exercisable, subject to a 9.99% beneficial ownership limitation.
• · The Exchange Agreement (described in Amendment No. 10) was terminated effective July 21, 2026, upon notice from the RTW Funds.
• · The Pre-Funded Warrants terminate on the earlier of full exercise, foreclosure on collateral by RIFA/Note holders, voluntary Chapter 7 or 11 bankruptcy filing by the company, or holder election.
• · RTW Investments had a prior SEC settlement (May 30, 2023) involving a cease-and-desist order, censure, and $1.4 million civil penalty for violations of the Investment Advisers Act and Section 13(d) of the Exchange Act.
• · The filing reflects a 1-for-15 reverse stock split effected on June 18, 2026.

23-07-2026

Electrum Strategic Resources L.P. and Thomas S. Kaplan, collectively owning 23.9% of NOVAGOLD RESOURCES INC, have entered into voting agreements to support the acquisition of the company by NovaGold Corporation via a plan of arrangement under British Columbia law. The agreements require them to vote their shares in favor of the transaction and against any actions that could impede it, with a termination deadline of March 31, 2027. This filing updates their beneficial ownership and voting power disclosures in connection with the pending acquisition.

• · The voting agreements were entered into on July 21, 2026, in connection with the Arrangement Agreement signed the same day.
• · Kaplan's beneficial ownership includes 11,710 common shares, options exercisable within 60 days for 195,267 shares, and 119,268 shares from deferred share units.
• · Electrum Strategic's holdings include 92,902,813 common shares and warrants to acquire 6,375,000 common shares.
• · The voting agreements can be terminated if the conditions to the Arrangement are not satisfied or waived by March 31, 2027.
• · On June 1, 2026, Kaplan acquired 1,302.115 deferred share units for no consideration as a director of the Issuer.

23-07-2026

Millennium Management LLC, along with Millennium Group Management LLC and Israel A. Englander, filed an amended Schedule 13G with the SEC on July 23, 2026, disclosing beneficial ownership of 2,068,491 shares of Cabaletta Bio, Inc. common stock as of June 30, 2026. This represents approximately 1.3% of the outstanding shares, classified as a passive investment under Rule 13d-1(c). The filing reflects a decrease from the prior period, indicating reduced exposure by the filer.

• · The filing is an amendment (Schedule 13G/A) to a prior Schedule 13G, indicating a change in ownership or filing status.
• · The securities are held by entities subject to voting control and investment discretion by Millennium Management LLC and/or other investment managers that may be controlled by Millennium Group Management LLC and Mr. Englander.
• · The filers certify that the securities were not acquired or held for the purpose of changing or influencing control of the issuer.
• · A Joint Filing Agreement dated July 22, 2026, was filed as an exhibit, confirming the joint filing arrangement among the reporting entities.

23-07-2026

Esousa Group Holdings LLC and its managing member Michael Wachs disclosed a 9.9% beneficial ownership stake in Nuburu, Inc. as of July 17, 2026, holding 45,339,650 shares of common stock. The filing notes that the reporting persons also hold prefunded warrants for 127,007,616 shares and Series B preferred stock convertible into common shares, but a 9.99% beneficial ownership cap prevents them from exercising or converting those instruments. The filing is made under Rule 13d-1(c) and certifies that the securities were not acquired to change or influence control of the issuer.

• · The filing is a Schedule 13G (passive investment), not a 13D (activist intent).
• · The beneficial ownership cap of 9.99% prevents the reporting persons from exercising or voting any of the prefunded warrants or converting the preferred stock as of the filing date.
• · The reporting persons certify the securities were not acquired to change or influence control of Nuburu.

23-07-2026

Michael Bernard Hess, SS3H Ventures LLC, and Kelly J. Engel filed a Schedule 13D disclosing aggregate beneficial ownership of 3,500,000 common shares (5.55%) of Metals Royalty Co Inc. as of July 13, 2026. Mr. Hess was granted 1,000,000 shares at $5.93 per share under the company's 2025 Equity Incentive Plan upon his appointment as a director and non-executive Co-Chairman effective June 1, 2026. The filing also details additional equity grants including 1,000,000 PSUs with performance-based vesting targets of $30, $40, and $50 share prices, and a 10-year option to purchase 1,000,000 shares at $5.93, subject to lock-up and vesting schedules.

• · Mr. Hess was appointed as a director and non-executive Co-Chairman effective June 1, 2026.
• · The 1,000,000 PSUs vest in three equal tranches upon the Shares reaching average closing prices of $30.00, $40.00, and $50.00 for any consecutive 20 trading days within a five-year performance period.
• · The Option vests in four equal annual installments from the grant date and expires on July 13, 2036.
• · Lock-up on the 1,000,000 granted Shares releases in three equal installments at three, six, and nine months from July 13, 2026.
• · Lock-up on 499,500 Shares from the direct listing releases in scheduled tranches starting October 8, 2026 through April 8, 2028.

23-07-2026

Decisive Point Group, LLC and its affiliates filed a Schedule 13G disclosing beneficial ownership of 26,588,810 shares of Standard Nuclear, Inc. Class A Common Stock, representing 17.83% of the 149,095,234 shares outstanding as of July 17, 2026. The filing indicates a significant passive stake by the investment group, with Decisive Point Group directly holding 6,902,000 shares (4.63%) and the remainder held through various affiliated entities. No prior period data is available for comparison, so no period-over-period changes can be assessed.

• · The filing is made pursuant to Rule 13d-1(c), indicating the shares were not acquired with the purpose of changing or influencing control of the issuer.
• · Decisive Point Group, LLC is the parent of Decisive Point Ventures Fund II GP, LLC, which in turn manages the five Standard Nuclear LLCs and the Master Fund.
• · The total outstanding shares (149,095,234) is based on the issuer's Prospectus filed under Rule 424(b)(4) on July 16, 2026.
• · All reporting persons have the same business address: 330 Railroad Ave, Suite 201, Greenwich, CT 06830.

23-07-2026

Brookfield Corporation and its affiliates disclosed beneficial ownership of 44,813,835 Class A exchangeable subordinate voting shares (BEPC Shares) of Brookfield Renewable Corp, representing 24.1% of outstanding shares as of July 21, 2026. The filing also details a proposed arrangement to simplify the corporate structure of Brookfield Renewable Partners L.P. and Brookfield Renewable Corp into a single Canadian publicly traded entity, BEP Inc., with shareholder meetings scheduled for October 14, 2026. If the transaction is approved, Brookfield and its subsidiaries are expected to own approximately 44.9% of the new BEP Inc. Class A Shares, while Brookfield Wealth Solutions Ltd. would own 2.2%.

• · The arrangement agreement was entered into on July 21, 2026.
• · Special meetings of Unitholders and Shareholders are scheduled for October 14, 2026; record date is August 21, 2026.
• · If the Transaction is approved by Unitholders but not by Shareholders, the Share Exchange will not occur but the rest of the Transaction will proceed.
• · BEP Inc. Class A Shares are expected to be listed on the Toronto Stock Exchange and the New York Stock Exchange.
• · Brookfield Renewable Partners L.P. and its affiliates beneficially own all Class B Shares, representing a 75% voting interest in the Issuer.
• · No transactions by Reporting Persons in BEPC Shares during the past 60 days except as described in Item 4.
• · The Transaction is expected to close in the fourth quarter of 2026, subject to approvals.

23-07-2026

Brookfield Corporation and its affiliates disclosed beneficial ownership of 320,608,493 limited partnership units of Brookfield Renewable Partners L.P. (BEP), representing 47.1% on a fully-exchanged basis, in an amended Schedule 13D filed July 23, 2026. The filing also details a proposed corporate simplification transaction to merge BEP and Brookfield Renewable Corporation (BEPC) into a single Canadian publicly traded entity, BEP Inc., with a special meeting of unitholders and shareholders scheduled for October 14, 2026. While the transaction is expected to streamline the corporate structure, it remains subject to unitholder and shareholder approval and court approval, with completion anticipated in Q4 2026.

• · The arrangement agreement was entered into on July 21, 2026.
• · Special meetings of Unitholders and Shareholders are scheduled for October 14, 2026; record date for voting is August 21, 2026.
• · If the Transaction is approved by Unitholders but not by Shareholders, the Share Exchange will not occur but the rest of the Transaction will still be completed.
• · BEP Inc. Class A Shares are expected to be listed on the Toronto Stock Exchange and the New York Stock Exchange.
• · Brookfield and its subsidiaries will own 100% of BEP Inc. Class B Shares, which carry voting rights equal to the number of outstanding BEP Inc. Class A Shares minus 100.
• · If the Share Exchange does not occur, BNT will own 10,094,152 BEPC Shares (approximately 6.7% of outstanding BEPC Shares).
• · No transactions in L.P. Units by the Reporting Persons occurred during the past 60 days except as described in Item 4.

23-07-2026

Glenbrook Capital Management filed a Schedule 13D with the SEC on July 23, 2026, disclosing beneficial ownership of 1,057,804 shares of SenesTech, Inc. common stock, representing 19.95% of the outstanding shares. The filing indicates that Glenbrook believes the securities are undervalued and intends to engage with management on business strategy, operations, and capital structure, while also having advanced funds to marketing advisors for the company's products. The filing also notes that certain warrants held by Glenbrook-managed accounts are subject to beneficial ownership blockers (9.99% and 4.99%), limiting their exercisability.

• · Glenbrook Capital Management originally reported beneficial ownership on Schedule 13G under Rule 13d-1(c) and has now switched to Schedule 13D.
• · The filing includes a list of open-market purchases of SenesTech common stock over the past 60 days, with prices ranging from $1.4734 to $1.6591 per share.
• · Glenbrook has advanced funds to marketing or branding advisors to provide strategic advice regarding certain of SenesTech's products.
• · Warrants held by PFS Trust include a 9.99% beneficial ownership blocker; warrants held by GCM EPSP include a 4.99% blocker, making them currently unexercisable.

23-07-2026

Brookfield Corporation and its affiliates disclosed in a Schedule 13D/A that they beneficially own 13,012,789 Class A.2 Shares of Brookfield Infrastructure Corp (BIPC), representing a 9.6% economic interest (or 9.5% after applying an Ownership Cap). On July 21, 2026, BIP, BIPC and BIP Inc. entered into an arrangement agreement to simplify the corporate structure by converting BIP and BIPC into a single Canadian publicly traded entity, BIP Inc. The transaction is subject to unitholder and shareholder votes on October 14, 2026, and if approved, Brookfield and its subsidiaries are expected to own approximately 26.4% of BIP Inc. Class A Shares (or 30.9% if the share exchange does not occur).

• · The arrangement agreement was entered into on July 21, 2026, and is subject to approval by BIP unitholders and BIPC shareholders at special meetings on October 14, 2026; record date for voting is August 21, 2026.
• · If the transaction is approved by unitholders but not by shareholders, the share exchange will not occur, and Brookfield and its subsidiaries will not own any BIPC Shares post-completion.
• · BIP Inc. Class A Shares are expected to be listed on the Toronto Stock Exchange and the New York Stock Exchange.
• · The transaction is anticipated to close in the fourth quarter of 2026, subject to all required approvals.

23-07-2026

Brookfield Corporation and BAM Partners Trust filed Amendment No. 13 to Schedule 13D, disclosing that Brookfield Infrastructure Partners L.P. (BIP) has entered into an arrangement agreement to simplify its corporate structure by converting BIP and Brookfield Infrastructure Corporation (BIPC) into a single Canadian publicly traded entity, BIP Inc. As of July 21, 2026, Brookfield and its subsidiaries beneficially own approximately 207,999,242 units (31.5% of outstanding units), and following the transaction they are expected to own 204,711,975 BIP Inc. Class A Shares (26.4% of the new entity). Special meetings of unitholders and shareholders are scheduled for October 14, 2026, with completion anticipated in Q4 2026.

• · The arrangement agreement was entered into on July 21, 2026, and the transaction will be implemented under the Business Corporations Act (British Columbia) subject to court approval.
• · If the transaction is approved by unitholders but not by BIPC shareholders, the Share Exchange will not occur, but the rest of the transaction will still be completed.
• · Special meetings of unitholders and shareholders are scheduled for October 14, 2026; record date for voting is August 21, 2026.
• · Brookfield and its subsidiaries will own 100% of BIP Inc. Class B Shares (45,776 shares) and 100% of BIP Inc. Class I Shares (2,400,631 shares).
• · No transactions in the units by the reporting persons occurred during the past 60 days except as described in Item 4.

23-07-2026

Robinhood Markets, Inc. filed an amended Schedule 13G/A disclosing beneficial ownership of 13,345,669 common shares of Robinhood Ventures Fund I (RVI), representing a 48.98% stake as of June 30, 2026. The filing indicates Robinhood Markets holds a significant majority position in the fund, with no shared voting or dispositive power reported.

• · Filing is an amendment (13G/A) to a previous Schedule 13G.
• · Robinhood Markets holds sole voting and dispositive power over all 13,345,669 shares.
• · No other persons reported as having shared voting or dispositive power.
• · The filing is made under Rule 13d-1(d), indicating an institutional investment manager exemption.

23-07-2026

Migdal Insurance & Financial Holdings Ltd. disclosed a 5.99% beneficial ownership stake in Ormat Technologies, Inc. as of June 30, 2026, representing 3,681,980.51 common shares. The filing is an amendment to Schedule 13G and indicates the shares are held through various subsidiaries, with the largest positions held by Migdal Sal Domestic Equities (2,692,431.51 shares, 4.38%) and Migdal Mutual Funds Ltd. (989,549 shares, 1.61%). The filing certifies the securities were not acquired to change or influence control of the issuer.

• · The filing is an amendment to Schedule 13G, filed under Rule 13d-1(c).
• · The beneficial ownership is held through multiple subsidiaries, each making independent voting and investment decisions.
• · The filing disclaims the existence of any group for purposes of Section 13(d) of the Securities Exchange Act of 1934.
• · A portion of the securities is held for the benefit of insurance policy holders, portfolio account owners, or members of provident/pension funds.
• · The filing certifies that the securities were not acquired to change or influence control of the issuer.

23-07-2026

UAW Retiree Medical Benefits Trust and related plans filed an amendment to Schedule 13D, reporting beneficial ownership of 67,001.91 shares of Kayne DL 2021, Inc., representing 99.1% of the outstanding common stock as of July 16, 2026. The filing details four quarterly distribution reinvestments from October 2025 through July 2026 at declining share prices (from $5,246 to $5,185). The trust and its CIO Hershel Harper indirectly own all reported shares, with the GM plan holding the largest stake at 49.6%.

23-07-2026

Michael L. Field, President and Interim CFO of HST Global, Inc., filed a Schedule 13D disclosing beneficial ownership of 86,883,146 shares of common stock, representing 31% of the company's outstanding shares. The filing reports that on July 23, 2026, Field acquired 43,441,573 shares through a private shareholder rights offering for $156,389.66, funded by cash and conversion of indebtedness. The acquisition did not change his percentage ownership, indicating a proportional participation in the rights offering.

• · The acquisition was a 1-for-1 rights purchase, meaning Field bought shares in proportion to his existing holdings.
• · The consideration included both cash and conversion of indebtedness, funded from personal funds.
• · Field's address is listed as 1340 N. Great Neck Road 1272-384, Virginia Beach, VA 23454.
• · The filing date is July 23, 2026, with the transaction occurring on the same date.

23-07-2026

Migdal Insurance & Financial Holdings Ltd. and its subsidiary Migdal Sal Domestic Equities filed a Schedule 13G/A with the SEC on July 23, 2026, disclosing their aggregate beneficial ownership of 3,886,580 ordinary shares of Camtek Ltd., representing 8.33% of the outstanding shares as of June 30, 2026. The filing is an amendment to a previous Schedule 13G and indicates a passive investment intent, with no purpose of changing or influencing control of the issuer.

• · The filing is an amendment to a previous Schedule 13G, indicating a change in ownership or other required update.
• · The filing was made pursuant to Rule 13d-1(c), which is used for passive investors.
• · The reporting persons disclaim the existence of any group for purposes of Section 13(d) of the Securities Exchange Act of 1934.
• · Each subsidiary operates under independent management and makes its own independent voting and investment decisions.
• · The beneficial ownership includes shares held for the benefit of insurance policy holders, portfolio account owners, and members of provident or pension funds.

23-07-2026

Sir Stephen Robert Tindall and his entities K One W One (No 2) Ltd and K One W One (No 3) Ltd filed a Schedule 13G with the SEC on July 23, 2026, disclosing aggregate beneficial ownership of 1,215,528 shares of LanzaTech Global, Inc. common stock, representing approximately 9.3% of shares outstanding. The filing is a passive investment disclosure under Rule 13d-1(c), indicating the shares were not acquired to influence control of the company.

• · The filing is a Schedule 13G (passive investment) under Rule 13d-1(c), not a 13D (activist filing).
• · Sir Stephen Tindall directly owns 90% of the equity interests in both K One No 2 and K One No 3 and controls the remaining 10% holder.
• · The reporting persons disclaim membership in a group for Section 13 purposes.
• · The filing includes powers of attorney appointing Ryan Scott Replogle and Damon Patrick Crowe to handle SEC filings.
• · The issuer's total outstanding shares (13,089,163) reflect the post-offering share count from a prospectus supplement filed May 18, 2026.

23-07-2026

Migdal Insurance & Financial Holdings Ltd. and its subsidiary Migdal Sal Domestic Equities filed a Schedule 13G/A disclosing aggregate beneficial ownership of 944,049 ordinary shares of TAT Technologies Ltd., representing 7.27% of the outstanding shares as of June 30, 2026. The filing is an amendment to a previous Schedule 13G and reflects a decrease from the prior filing period, as the total shares outstanding increased to 12,983,137. The filing is a routine disclosure of passive investment holdings and does not indicate any change in control intent.

• · The filing is an amendment to Schedule 13G, indicating a change in beneficial ownership from a prior filing.
• · The securities are held by various subsidiaries of Migdal Insurance & Financial Holdings Ltd., each making independent voting and investment decisions.
• · The filing disclaims the existence of a group for purposes of Section 13(d) of the Securities Exchange Act of 1934.
• · The economic interest in a portion of the securities is held for the benefit of insurance policy holders, portfolio account owners, and members of provident or pension funds.

23-07-2026

Migdal Insurance & Financial Holdings Ltd. filed a Schedule 13G/A with the SEC on July 23, 2026, disclosing beneficial ownership of 6,744,227.47 ordinary shares of Tower Semiconductor Ltd., representing 5.98% of the 112,824,944 outstanding shares as of June 30, 2026. The filing is an amendment to a prior 13G and reflects a decrease from the previous filing (which reported 7,000,000 shares or 6.2% as of December 31, 2025), indicating a reduction in stake. The shares are held through subsidiaries including Migdal Sal Domestic Equities (4.94%), Migdal Mutual Funds Ltd. (1%), and Migdal Insurance Company Ltd. (0.03%).

• · The filing is an amendment to a prior Schedule 13G, indicating a reduction in stake from 7,000,000 shares (6.2%) as of December 31, 2025 to 6,744,227.47 shares (5.98%) as of June 30, 2026.
• · The shares are held through multiple subsidiaries, each making independent voting and investment decisions.
• · The filing disclaims the existence of a group for Section 13(d) purposes and disclaims beneficial ownership beyond actual pecuniary interest.
• · The filing certifies that the securities were not acquired or held for the purpose of changing or influencing control of the issuer.

23-07-2026

Migdal Insurance & Financial Holdings Ltd. and its subsidiary Migdal Sal Domestic Equities filed a Schedule 13G/A disclosing aggregate beneficial ownership of 13,904,886.70 ordinary shares of Enlight Renewable Energy Ltd., representing 9.95% of shares outstanding as of June 30, 2026. The filing is a routine ownership update under Rule 13d-1(c) and does not indicate any change in control intent.

• · The filing is an amendment to Schedule 13G, originally filed on May 6, 2026.
• · Migdal Insurance & Financial Holdings Ltd. disclaims the existence of a group for Section 13(d) purposes.
• · Each subsidiary makes independent voting and investment decisions.
• · A portion of the securities is held for the benefit of insurance policy holders, portfolio account owners, and pension/provident fund members.

23-07-2026

Horizon Kinetics Asset Management LLC disclosed a 6.8% beneficial ownership stake in WhiteHawk Minerals Corp. (formerly WhiteHawk Income Corp) as of June 30, 2026, holding 1,552,705 shares of Class A Common Stock. The filing is a Schedule 13G under Rule 13d-1(b), indicating passive investment intent, and Horizon Kinetics Holding Corp is also listed as a parent reporting entity.

• · The filing is a Schedule 13G, indicating passive investment intent (not activist).
• · Horizon Kinetics Asset Management LLC is a wholly owned subsidiary of Horizon Kinetics Holding Corp.
• · The issuer changed its name from WhiteHawk Income Corp to WhiteHawk Minerals Corp. on April 5, 2022.
• · The securities were acquired and are held in the ordinary course of business, not for changing or influencing control.

23-07-2026

Thomas A. Satterfield, Jr. filed an amended Schedule 13G disclosing beneficial ownership of 975,000 shares of Lantern Pharma Inc. common stock, representing 7.6% of the outstanding shares as of June 30, 2026. The filing indicates a passive investment intent and includes shares held jointly with his spouse, through a controlled corporation, a managed fund, and a family limited partnership.

• · The filing is an amendment to a previous Schedule 13G, indicating a change in ownership or other details.
• · Shares are held through multiple entities: 25,000 jointly with spouse, 100,000 via Tomsat Investment & Trading Co., Inc., 500,000 via Caldwell Mill Opportunity Fund, LLC, 250,000 via A.G. Family L.P., and 5,000 under limited power of attorney for spouse.
• · The filer certifies the securities were not acquired to change or influence control of the issuer.

23-07-2026

Olesen Value Fund L.P., along with its GP and Christian Olesen, filed a Schedule 13D/A disclosing beneficial ownership of 216,508 shares of Solitron Devices Inc, representing 10.1% of outstanding shares. The fund acquired the stake for approximately $811,460 through open market purchases. However, the filing also reveals that Olesen Value Fund has been actively selling shares over the past 60 days, with 13 separate sale transactions between June 24 and July 22, 2026, at prices ranging from $26.24 to $29.84 per share, indicating a reduction in its position.

• · Olesen Value Fund sold a total of 20,000 shares across 13 transactions from June 24 to July 22, 2026, with sale prices increasing from $26.24 to $29.84 per share.
• · The fund's stake is held in margin accounts that may have debit balances.
• · The Reporting Persons disclaim beneficial ownership for all purposes other than as reported.
• · No other person is known to have the right to receive dividends or proceeds from the sale of the securities.

23-07-2026

Askeladden Capital Management and its principal Samir Patel filed Amendment No. 3 to Schedule 13D, reporting a decrease in their beneficial ownership of AstroNova, Inc. common stock to 32,354 shares (0.4% of shares outstanding), down from above 5% previously. The filing serves as an exit filing as the group's stake fell below the 5% reporting threshold, prompted by the planned acquisition of AstroNova by Arcline, which the Reporting Persons support as maximizing shareholder value.

• · The filing is an exit filing because the Reporting Persons' ownership fell below the 5% threshold.
• · The Reporting Persons support AstroNova's proposed acquisition by Arcline, believing it maximizes shareholder value.
• · Askeladden disclaims beneficial ownership of shares held in client accounts; it has shared voting power and sole dispositive power over the 32,354 shares.
• · The Reporting Persons have no current plans to influence the company's strategy or Board composition.