Executive Summary
Overnight filings from May 28-29, 2026 reveal a market landscape defined by aggressive capital deployment and strategic repositioning, with M&A and capital allocation dominating the news flow. The most impactful development is GameStop's unsolicited $125/share bid for eBay, a high-stakes, non-binding proposal that introduces significant regulatory and execution risk.
In the avocado sector, Mission Produce completed its transformative acquisition of Calavo Growers, creating a dominant North American player but carrying substantial integration risks. On the capital allocation front, Copart aggressively repurchased $1.63 billion in shares (reducing float by 4.3%), while WisdomTree bought back convertible notes at a 68% premium, and AGNC established a new $2 billion ATM program. Period-over-period data from quarterly reports shows mixed results: Okta delivered solid 11.2% revenue growth but saw deferred revenue decline, while Copart's revenue growth slowed to 2.1% with net income slightly down. Genesco posted a seventh consecutive quarter of positive comparable sales but remains unprofitable on a GAAP basis. A notable negative signal comes from Palermo Technologies' IPO, which is self-underwritten at an arbitrary $0.10/share with no minimum offering, and Nano Nuclear Energy's acquisition of a profitable nuclear transport firm for up to $13M provides a rare revenue-generating entry point in the microreactor space. Overall, the filings suggest a market where companies are actively reshaping their capital structures and competitive positions, but with mixed underlying operational momentum.
Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →
Filing types in this digest: 425 · 8-K · DEF 14A · DEFM14A · 10-Q · S-1
Tracking the trend? Catch up on the prior US Pre-Market SEC Filings Roundup digest from May 28, 2026.
Investment Signals (12)
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Proposed to acquire eBay for $125/share in cash-and-stock, with Chairman Ryan Cohen publicly signaling the deal. GameStop holds economic exposure to ~34.5M eBay shares via options. [BULLISH/BEARISH]
- Mission Produce ↓ (BULLISH)▲
Completed acquisition of Calavo Growers, creating a dominant avocado player. Deal consideration of $26.05/share (0.9790 Mission shares + $14.85 cash) expands product line into tomatoes, papayas, and prepared foods.
- Copart ↓ (MIXED)▲
Net income slightly declined to $402.4M (vs $406.6M YoY) despite 2.1% revenue growth to $1.237B. Aggressively repurchased $1.63B in shares in 9 months, reducing float by 4.3%.
- Okta ↓ (MIXED)▲
Q1 FY27 revenue grew 11.2% YoY to $765M, net income rose to $74M from $62M, and operating cash flow improved to $277M. However, deferred revenue declined 8.4% sequentially to $1.752B, and cash fell 11.2% to $762M due to $248M in buybacks.
- Genesco ↓ (MIXED)▲
Fiscal Q1 net sales rose 3% to $487M with 7th consecutive quarter of positive comps. Raised full-year adjusted EPS guidance to $2.00-$2.40 and announced a $40-50M cost savings program. However, GAAP EPS was ($1.42) and Schuh comparable sales declined 9%.
- Nano Nuclear Energy ↓ (BULLISH)▲
Acquired Secured Transportation Services for up to $13M ($6M cash + $7M stock), adding $7.1M in revenue and $1.3M in net income, making NNE one of the few revenue-generating microreactor developers.
- WisdomTree ↓ (BULLISH)▲
Repurchased $51.9M of its 3.25% Convertible Senior Notes due 2029 for $87.3M, a 68% premium to par, leaving only $18.1M outstanding. This signals strong balance sheet management but at a high cost.
- AGNC Investment ↓ (BULLISH)▲
Established a new $2.0B at-the-market (ATM) common stock issuance program through Goldman Sachs, Barclays, and Morgan Stanley, providing significant capital-raising flexibility.
- Peabody Energy ↓ (NEUTRAL)▲
Priced a $225M private offering of Convertible Senior Notes due 2031 to qualified institutional buyers, a significant debt capital markets move for the coal company.
- Cycurion ↓ (BULLISH)▲
Acquired Secuvant for ~$2.875M in cash and preferred stock, expected to contribute $3M in annualized revenue and $1.5M in EBITDA for FY2026, enhancing its AI-driven cybersecurity platform.
- Perella Weinberg Partners ↓ (NEUTRAL)▲
Annual meeting results show strong shareholder support for directors, but Robert K. Steel received a notable 13.2% withhold vote (36.3M shares), indicating some governance concerns.
- Hallmark Venture Group ↓ (BEARISH)▲
Q1 net loss improved to $273,496 from $728,927 YoY, but the company has no revenue, a cash balance of only $1,946, and a stockholders' deficit of $174,690.
Risk Flags (10)
- GameStop/eBay Bid↓ [HIGH RISK]▼
The non-binding $125/share proposal faces significant regulatory hurdles (HSR Act), shareholder approval from both companies, and negotiation of a definitive agreement. The put/call option pairs expire Feb 2028 and are cash-settleable only until HSR condition is met.
- Mission Produce/Calavo Integration↓ [MEDIUM RISK]▼
The acquisition of Calavo introduces integration risks, potential cost overruns, and the need to realize expected synergies. Calavo's stock was suspended and will be delisted by June 8, 2026.
- Quartzsea Acquisition Corp↓ [HIGH RISK]▼
SPAC seeking shareholder approval for a 4-month extension to Oct 19, 2026. If not approved, the company will liquidate and redeem 100% of public shares. The market price ($10.45) trades at a discount to trust value (~$10.69), suggesting redemption risk.
- Gold Resource Corp↓ [HIGH RISK]▼
The merger with Goldgroup has a fixed exchange ratio (1.4476 Goldgroup Shares per GORO share) that will not adjust for share price changes. No appraisal rights are available, and failure to complete could materially adversely affect the stock price.
- Palermo Technologies IPO [HIGH RISK]▼
The $0.10/share offering is self-underwritten with no minimum, the CEO will retain 58.8% voting control, and auditors have expressed substantial doubt about going concern. Net proceeds of only ~$325,000 suggest minimal capital raise.
- Silexion Therapeutics↓ [HIGH RISK]▼
Implemented a 1-for-10 reverse share split to maintain Nasdaq compliance, reducing shares from 59M to 5.9M. This is a classic distress signal for a failing stock price.
- Hallmark Venture Group↓ [HIGH RISK]▼
No revenue, cash of only $1,946, and a stockholders' deficit of $174,690. The company's weighted average shares outstanding exploded from 1M to 65.6M YoY, massive dilution.
- Copart↓ [MEDIUM RISK]▼
Despite revenue growth, net income slightly declined YoY, operating expenses grew faster than revenue, and stockholders' equity fell to $8.774B from $9.187B due to aggressive share repurchases.
- Okta↓ [MEDIUM RISK]▼
Deferred revenue declined 8.4% sequentially to $1.752B, a leading indicator of future revenue growth. Cash and cash equivalents fell 11.2% to $762M partly due to $248M in stock repurchases.
- Community West Bancshares↓ [LOW RISK]▼
Non-binding advisory vote on executive compensation received 5.4% opposition, and director Daniel J. Doyle had 20.3% votes withheld, indicating shareholder dissent on governance.
Opportunities (9)
- Nano Nuclear Energy/Revenue Catalyst↓ (OPPORTUNITY)◆
The acquisition of Secured Transportation Services adds $7.1M in revenue and $1.3M in net income, making NNE one of the few revenue-generating microreactor developers. The deal includes $7M in restricted stock, aligning incentives.
- Genesco/Turnaround↓ (OPPORTUNITY)◆
Seventh consecutive quarter of positive comparable sales, gross margin improved 30 bps to 47.0%, and GAAP operating loss improved 45% to ($15.4M). Raised full-year adjusted EPS guidance to $2.00-$2.40 and announced a $40-50M cost savings program.
- Cycurion/Acquisition Growth↓ (OPPORTUNITY)◆
Acquiring Secuvant for ~$2.875M, expected to contribute $3M in annualized revenue and $1.5M in EBITDA for FY2026, implying a ~1x revenue multiple and ~1.9x EBITDA multiple, a very attractive valuation.
- Mission Produce/Scale Play↓ (OPPORTUNITY)◆
The Calavo acquisition creates a dominant North American avocado company with expanded product lines (tomatoes, papayas, guacamole). Combined sourcing and customer relationships could drive significant synergies.
- EDAP TMS/Rebranding Catalyst↓ (OPPORTUNITY)◆
Rebranding to 'FocalTherics' with new ticker 'FOCL' starting June 1, 2026, and reporting ESWL/Distribution as discontinued operations. Investor Day on June 1 to discuss new strategy could be a catalyst.
- WisdomTree/Convertible Arbitrage↓ (OPPORTUNITY)◆
Repurchased $51.9M of convertible notes at a 68% premium, leaving only $18.1M outstanding. This reduces dilution risk and signals management's confidence in the stock.
- PLAYSTUDIOS/Catalyst↓ (OPPORTUNITY)◆
Proxy includes a reverse stock split proposal, which could be a catalyst for the stock if approved at the July 10, 2026 annual meeting.
- Heritage Insurance/Reinsurance Placement↓ (OPPORTUNITY)◆
Fully placed its 2026-2027 catastrophe excess-of-loss reinsurance program, removing a key uncertainty for the Florida-focused insurer heading into hurricane season.
- Okta/Value Play↓ (OPPORTUNITY)◆
Trading at a reasonable valuation with 11.2% revenue growth, improving profitability (net income up to $74M from $62M), and strong operating cash flow of $277M. The decline in deferred revenue is a concern but may be a temporary blip.
Sector Themes (6)
- M&A Wave in Food & Agriculture (HIGH IMPACT)◆
Mission Produce's acquisition of Calavo Growers creates a dominant avocado player, while GameStop's bid for eBay signals a potential new wave of activist-driven M&A. The sector is consolidating to gain scale and diversify product lines.
- Aggressive Capital Return vs. Dilution (HIGH IMPACT)◆
Copart spent $1.63B on buybacks (reducing float by 4.3%), while WisdomTree repurchased convertible notes at a 68% premium. In contrast, AGNC established a $2B ATM program for potential dilution, and Hallmark Venture Group saw massive share count increase.
- SPAC Extension and Liquidation Risk (MEDIUM IMPACT)◆
Quartzsea Acquisition Corp is seeking a 4-month extension to avoid liquidation, with the market price trading at a discount to trust value. This highlights ongoing challenges in the SPAC market as termination dates approach.
- Cybersecurity M&A at Attractive Multiples (MEDIUM IMPACT)◆
Cycurion's acquisition of Secuvant at ~1x revenue and ~1.9x EBITDA multiples highlights a trend of smaller cybersecurity firms being acquired at attractive valuations, potentially signaling a consolidation wave in the sector.
- Nuclear Energy Gets a Revenue Boost (HIGH IMPACT)◆
Nano Nuclear Energy's acquisition of a profitable nuclear transportation firm ($7.1M revenue, $1.3M net income) is a rare instance of a microreactor developer adding immediate revenue, potentially setting a precedent for the sector.
- Mixed Retail Performance (MEDIUM IMPACT)◆
Genesco's 7th consecutive quarter of positive comps contrasts with its Schuh brand declining 9% and e-commerce growth flat at 0%. This highlights the bifurcation in retail where some brands thrive while others struggle within the same company.
Watch List (8)
- GameStop/eBay↓ (HIGH PRIORITY)👁
Watch for regulatory filings under HSR Act, eBay board response, and any definitive agreement negotiations. The put/call option pairs expire Feb 2028, but the cash-settlement condition is key.
- Quartzsea Acquisition Corp↓ (HIGH PRIORITY)👁
Special Meeting on June 16, 2026 to vote on extension. Redemption deadline is June 12, 2026. If not approved, liquidation by June 19, 2026.
- Gold Resource Corp↓ (HIGH PRIORITY)👁
Final Order hearing for merger with Goldgroup on July 6, 2026 at 9:45 a.m. Vancouver time. Shareholder approval and court approval are required.
- PLAYSTUDIOS↓ (MEDIUM PRIORITY)👁
Annual Meeting on July 10, 2026 to vote on reverse stock split. Stockholders must register by July 7, 2026.
- EDAP TMS/FocalTherics↓ (MEDIUM PRIORITY)👁
Investor Day on June 1, 2026 to discuss new corporate identity and strategy. New ticker 'FOCL' begins trading June 1.
- Nano Nuclear Energy↓ (MEDIUM PRIORITY)👁
Watch for integration updates on the STS acquisition and any further revenue guidance. The $7M restricted stock component aligns incentives.
- Genesco↓ (MEDIUM PRIORITY)👁
Monitor execution of the $40-50M cost savings program through Fiscal 2029 and the performance of the Schuh brand, which saw a 9% comparable sales decline.
- Okta↓ (MEDIUM PRIORITY)👁
Watch for deferred revenue trends in the next quarter. The 8.4% sequential decline is a key metric to monitor for future revenue growth sustainability.
Filing Analyses
(35)
28-05-2026
SOLV Energy, Inc. filed an S-1MEF registration statement on May 28, 2026, to register an additional 1,150,000 shares of Class A common stock (including 150,000 shares for the underwriters' option) under Rule 462(b). The filing incorporates by reference the prior S-1 (File No. 333-296238) and is solely to increase the offering size by up to 20% of the maximum aggregate offering price. No financial results or performance metrics are disclosed in this filing.
- · The filing is made under Rule 462(b) and becomes effective immediately upon filing with the SEC.
- · The prior registration statement (File No. 333-296238) was declared effective on May 28, 2026.
- · The company undertakes to pay the filing fee by wire transfer no later than May 29, 2026.
- · The company certifies it has sufficient funds in the relevant account to cover the filing fee.
- · Exhibits filed include consent of Ernst & Young LLP and a calculation of filing fee table.
28-05-2026
Forgent Power Solutions, Inc. filed an S-1MEF registration statement on May 28, 2026, to register an additional 8,372,000 shares of Class A common stock, including 1,092,000 shares subject to the underwriters' over-allotment option. The filing is made under Rule 462(b) and incorporates by reference the prior S-1 (File No. 333-296245) that became effective the same day. The additional shares represent no more than 20% of the maximum aggregate offering price from the prior filing, and the company has committed to pay the filing fee by May 29, 2026.
- · The filing is made under Rule 462(b) and references prior registration statement File No. 333-296245.
- · The company is an emerging growth company and a non-accelerated filer.
- · The filing fee is to be paid by wire transfer no later than May 29, 2026.
- · The company certifies it has sufficient funds in the relevant account to cover the filing fee.
- · The registration statement becomes effective upon filing with the SEC.
29-05-2026
GameStop Corp. has proposed to acquire all outstanding shares of eBay, Inc. for $125 per share in a cash-and-stock deal. Ryan Cohen, Chairman and CEO, publicly signaled the proposal via a repost on X. GameStop currently holds 25,000 eBay shares directly and has economic exposure to an additional 34,508,990 shares through put/call option pairs, though the transaction faces significant regulatory and shareholder approval risks.
- · The put/call option pairs expire on February 23, 2028, and are only settleable in cash until the HSR Act condition is satisfied.
- · GameStop delivered a non-binding proposal to eBay's board on May 3, 2026.
- · The proposal is subject to regulatory approvals under the Hart-Scott-Rodino Antitrust Improvements Act, shareholder approvals from both companies, and negotiation of a definitive agreement.
- · GameStop has not had access to eBay's books and records, and the filing disclaims responsibility for the accuracy of publicly available eBay information.
29-05-2026
Mission Produce, Inc. completed its acquisition of Calavo Growers, Inc. on May 28, 2026, uniting two major North American avocado companies. The deal consideration was $26.05 per Calavo share, consisting of $14.85 cash and 0.9790 Mission shares (based on Mission's closing price of $11.44 on May 27, 2026). The acquisition expands Mission's product portfolio into tomatoes, papayas, and prepared foods (guacamole), and adds Calavo's sourcing capabilities and customer relationships. However, the transaction introduces integration risks, potential cost overruns, and the need to realize expected synergies, while Calavo's stock was suspended from trading and will be delisted by June 8, 2026.
- · Calavo stockholders will receive $14.85 in cash and 0.9790 shares of Mission common stock per Calavo share.
- · Nasdaq suspended trading of Calavo common stock prior to the open on May 28, 2026; delisting expected by June 8, 2026.
- · Kathleen Holmgren, former Chairman of Calavo's Board, appointed to Mission's Board, which now has 10 directors.
- · B. John Lindeman will continue to lead Calavo during a transition period, reporting to Mission CEO John Pawlowski.
- · Mission owns five packing facilities across the U.S., Mexico, Peru, and Guatemala and sources from 20+ growing regions.
- · Mission delivers to over 25 countries and also markets mangos and grows blueberries.
29-05-2026
Quartzsea Acquisition Corp is seeking shareholder approval at a Special Meeting on June 16, 2026 to extend its deadline to complete an initial business combination from June 19, 2026 to October 19, 2026 through up to four monthly extensions, each requiring a deposit of $0.033 per public share into the trust account. As of May 29, 2026, the trust held approximately $86.7 million ($86,699,486.47) with 8,111,568 public shares outstanding, implying a per-share redemption price of about $10.69, while the closing market price was $10.45 per share—a slight discount to trust value. The sponsor and insiders hold 4,310,000 shares (including 4,025,000 founder shares) and can vote in favor, but the proposals require 65% approval of all outstanding shares, and if not approved, the company will liquidate and redeem 100% of public shares.
- · The Special Meeting will be held virtually on June 16, 2026 at 4 p.m. Eastern Time; advance registration required via www.proxydocs.com/QSEA.
- · Redemption deadline for public shareholders is at least two business days prior to the meeting (June 12, 2026).
- · If the Extension and Trust Amendments are not approved, the company will liquidate and redeem 100% of public shares by the original Termination Date of June 19, 2026.
- · The Board retains discretion to abandon and not implement either proposal at any time without further shareholder action.
- · The sponsor has agreed not to seek reimbursement from the trust account for dissolution or liquidation expenses if no business combination is completed.
29-05-2026
Gold Resource Corp (GORO) is seeking shareholder approval for a merger with Goldgroup, where each Company Share will be exchanged for 1.4476 Goldgroup Shares (subject to adjustment for a consolidation). The merger is subject to multiple conditions, including shareholder and court approvals, and no appraisal rights are available to GORO shareholders. The filing highlights significant risks, including that the fixed exchange ratio will not adjust for share price changes and that failure to complete the merger could materially adversely affect GORO's business and stock price.
- · The exchange ratio is fixed at 1.4476 Goldgroup Shares per Company Share (subject to adjustment for a consolidation ratio).
- · No appraisal rights are available to GORO shareholders under the CCAA.
- · The Final Order hearing is scheduled for July 6, 2026 at 9:45 a.m. Vancouver time.
- · Interested parties must file a Response to Petition by July 2, 2026 to appear at the Final Order hearing.
- · The merger is subject to multiple conditions including shareholder approval from both companies, court approval, and regulatory approvals.
- · Certain executive officers and directors have interests in the merger that differ from or are in addition to those of other shareholders.
- · If the merger is not completed, GORO's stock price and financial condition may be materially adversely affected.
29-05-2026
Calavo Growers, Inc. completed its acquisition by Mission Produce, Inc. on May 28, 2026, through a two-step merger process. Calavo shareholders received 0.9790 Mission Produce shares and $14.85 in cash per Calavo share, with total consideration of approximately 17.5 million Mission Produce shares and $265.9 million in cash. All Calavo directors resigned effective at closing, and Calavo common stock was delisted from Nasdaq.
- · The Merger Agreement was originally dated January 14, 2026.
- · Calavo's credit agreement with Wells Fargo Bank was repaid and terminated upon closing.
- · All outstanding Calavo stock options, RSUs, and deferred RSUs were cancelled and converted into cash based on the Merger Consideration Value of $27.69.
- · Calavo common stock was delisted from Nasdaq on May 28, 2026, and the company intends to file Form 15 to suspend SEC reporting obligations.
- · The surviving entity after the mergers is Calavo Growers, LLC, a Delaware limited liability company.
29-05-2026
Cycurion, Inc. (CYCU) announced the acquisition of Secuvant, LLC for approximately $2.875 million in cash and preferred stock, with additional earn-out payments through 2028. The deal is expected to contribute $3 million in annualized revenue and $1.5 million in EBITDA for FY2026, and will enhance Cycurion's AI-driven cybersecurity platform, HavenX, with automated threat defense capabilities. However, the acquisition carries integration risks and forward-looking uncertainties typical of such transactions.
- · Secuvant was founded in 2014 and specializes in managed security services, threat and vulnerability management, and compliance.
- · Performance-based earn-out payments are tied to gross profit from certain revenue streams and will be paid 50% in cash and 50% in Cycurion common stock.
- · The acquisition targets mid-market and enterprise clients in construction, agriculture, financial services, utilities, manufacturing, and critical infrastructure.
- · Cycurion's stock trades on NASDAQ under ticker CYCU.
29-05-2026
Peabody Energy Corp announced on May 28, 2026, that it priced a private offering of $225 million aggregate principal amount of Convertible Senior Notes due 2031 to qualified institutional buyers under Rule 144A. The filing did not disclose the conversion terms, coupon rate, or use of proceeds beyond the pricing announcement.
- · Offering is conducted as a private placement to qualified institutional buyers under Rule 144A of the Securities Act.
- · The press release was filed as Exhibit 99.1 and incorporated by reference into the 8-K.
- · Maturity date of the Notes is 2031 (5 years from filing date).
- · No conversion rate, interest rate, or use of proceeds were specified in this filing.
- · The offering was initially announced as an intention on the same date (May 28, 2026) and subsequently priced on the same day.
29-05-2026
American Clean Resources Group, Inc. (ACRG) disclosed the departure of two fractional executives: C. Derek Campbell transitioned from fractional Chief Strategy Officer to a non-executive advisory role effective January 30, 2026, and Kelly Marshall departed as fractional Chief Marketing Officer on April 15, 2026. The company also engaged Jeff Bootes in a fractional, project-based consulting capacity effective April 20, 2026, to support execution activities at the Millers, Nevada project and the Cross Caribou asset. These changes reflect ongoing operational realignment but no financial metrics or performance data were provided.
- · C. Derek Campbell transitioned to non-executive advisory role effective January 30, 2026.
- · Kelly Marshall departed as fractional Chief Marketing Officer on April 15, 2026.
- · Jeff Bootes engaged in fractional, project-based consulting capacity effective April 20, 2026.
- · Bootes' engagement focuses on Millers, Nevada project and Cross Caribou asset execution activities.
- · No financial statements or exhibits were filed with this 8-K.
29-05-2026
The Trade Desk, Inc. announced that Samantha Jacobson, who resigned as an officer and employee effective May 18, 2026, is now eligible to participate in the non-employee director compensation program. She will receive $50,000 in annual cash compensation and an equity grant of $290,000 (prorated from May 18, 2026) for her service on the board. The transition reflects a change in role from officer to director, with no negative financial impact noted.
- · Samantha Jacobson's resignation as officer and employee was effective May 18, 2026.
- · The equity grant vests in full on the date of the Company's next annual meeting of stockholders.
- · Ms. Jacobson may elect to receive the equity grant in the form of restricted stock, restricted stock units, stock options, or a mix of one-half restricted stock/RSUs and one-half options.
29-05-2026
On May 28, 2026, Heritage Insurance Holdings, Inc. announced it has fully placed its 2026-2027 indemnity-based catastrophe excess-of-loss reinsurance program for its three insurance subsidiaries. The 8-K filing simply reports this event via a press release; no financial results, performance metrics, or period-over-period comparisons are provided.
- · The reinsurance program covers the 2026-2027 treaty year.
- · The program is catastrophe excess-of-loss and indemnity-based.
- · Subsidiaries covered: Heritage Property Casualty Insurance Company, Narragansett Bay Insurance Company, and Zephyr Insurance Company.
- · No attachment point, limit, or cost details are disclosed in the filing.
29-05-2026
Quest Water Global, Inc. engaged KAN Accounting Solutions pllc as its new independent accountant on May 27, 2026, replacing Fruci & Associates II, PLLC, which resigned at the company's request on May 5, 2026. The board of directors approved the change. No consultations occurred with KAN regarding accounting principles, audit opinions, disagreements, or reportable events during the fiscal years ended December 31, 2025 and 2024, and through May 27, 2026.
- · Fruci & Associates II, PLLC resigned as independent accountant on May 5, 2026, at the company's request.
- · The company's fiscal years ended December 31, 2025 and 2024, and the period through May 27, 2026, had no consultations with KAN regarding accounting principles, audit opinions, disagreements, or reportable events.
- · Details of Fruci's resignation are referenced in a separate Form 8-K dated May 6, 2026.
29-05-2026
News Corp filed an 8-K on May 29, 2026, disclosing that it has provided daily transaction disclosures to the Australian Securities Exchange (ASX) under its existing $1 billion stock repurchase program. The filing includes forward-looking statements regarding the company's intent to repurchase Class A and Class B common stock from time to time, subject to market conditions and other factors. No specific financial results or material changes were reported in this filing.
- · The repurchase program authorizes up to $1 billion in aggregate of Class A and Class B common stock.
- · The company is required to provide daily transaction disclosures to the ASX under ASX rules.
- · The filing includes forward-looking statements subject to risks such as market price changes, general market conditions, securities laws, and alternative investment opportunities.
- · The report was signed by Michael L. Bunder, Senior Vice President, Deputy General Counsel and Corporate Secretary.
29-05-2026
AGNC Investment Corp. implemented a new at-the-market (ATM) common stock issuance program on May 28, 2026, allowing it to sell up to $2.0 billion of common stock through multiple agents including Goldman Sachs, Barclays, and Morgan Stanley. The program provides the company with significant capital-raising flexibility, with agents receiving up to 1.0% of gross sales price as compensation. No shares have been sold yet under this program, and there are no negative or flat performance metrics to report as this is a forward-looking capital markets action.
- · The ATM program is authorized under the company's existing automatic shelf registration statement on Form S-3ASR (File No. 333-279249) filed May 9, 2024.
- · Sales may be conducted through ordinary brokers' transactions, market maker transactions, on Nasdaq, over-the-counter, or in privately negotiated transactions including block trades.
- · The program terminates upon the earlier of sale of all $2B in shares or termination of the sales agreements by either party.
- · Skadden, Arps, Slate, Meagher & Flom LLP provided a legal opinion on the offering, filed as Exhibit 5.1.
29-05-2026
Rani Therapeutics Holdings, Inc. held its 2026 Annual Meeting on May 28, 2026, where all director nominees were elected and the ratification of CBIZ CPAs P.C. as independent auditor for FY2026 was approved. The company reported 99,812,515 Class A and 23,970,359 Class B shares outstanding, with all shares voting as a single class. All seven director nominees received strong support, though Jean-Luc Butel drew a notable 4,997,042 votes withheld (about 8.7% of votes cast), while the auditor ratification passed with 77,019,828 votes in favor against only 332,645 against.
- · Record date for the Annual Meeting was April 2, 2026, with total voting shares of 123,782,874 (99,812,515 Class A + 23,970,359 Class B).
- · All seven director nominees were elected to serve until the 2027 annual meeting.
- · Broker non-votes totaled 19,921,604 on each director election, indicating significant shares held by brokers that did not vote on the director elections.
- · Jean-Luc Butel had the highest number of votes withheld (4,997,042), representing approximately 8.7% of votes cast on that proposal (excluding broker non-votes), notably higher than the other six directors whose withheld votes ranged from 0.18% to 1.55%.
- · Ratification of CBIZ CPAs P.C. passed with 77,019,828 votes in favor, 332,645 against, and 54,190 abstentions — a 99.5% approval rate of votes cast.
- · The Definitive Proxy Statement was filed on April 16, 2026.
29-05-2026
MARCUS CORP held its 2026 Annual Meeting on May 21, 2026, where shareholders elected twelve directors, approved executive compensation with 99.16% support, and ratified Deloitte & Touche LLP as auditor for fiscal 2026 with 99.90% approval. All director nominees were elected, though Katherine M. Gehl received the highest votes withheld (10,458,504), indicating notable shareholder dissent.
- · Katherine M. Gehl received 10,458,504 votes withheld, the highest among all director nominees, representing about 12% of votes cast (excluding broker non-votes).
- · Philip L. Milstein had 6,630,234 votes withheld, the second highest dissent.
- · Broker non-votes totaled 2,892,083 for all director elections and the executive compensation vote.
- · The meeting was held on May 21, 2026, and the 8-K was filed on May 29, 2026.
29-05-2026
On May 21, 2026 Unusual Machines, Inc. amended a Management Services Agreement with 8 Consulting LLC to extend the termination date to December 31, 2026 and to modify the annual service fee to $350,000; the fee increase was previously approved by the Company’s Compensation Committee. The amendment lengthens the engagement compared with the prior termination date (original Agreement dated May 1, 2024) but results in higher annual cash compensation to the CEO’s service provider.
- · Amendment executed on May 21, 2026; Form 8-K filed May 29, 2026 (signed May 28, 2026).
- · Management Services Agreement originally dated May 1, 2024.
- · Registrant is an emerging growth company (checked).
- · The amendment concerns services rendered by the Company's Chief Executive Officer.
29-05-2026
Perella Weinberg Partners held its 2026 Annual Meeting on May 27, 2026, where stockholders elected three Class II directors (Robert K. Steel, R. Edwin Bennet, and Houda Dabboussi) to serve until the 2029 annual meeting. Stockholders also ratified the appointment of Ernst & Young, LLP as the independent auditor for fiscal year 2026. All proposals passed with strong support, though Robert K. Steel received a notable 13.2% withhold vote (36.3 million shares withheld), indicating some shareholder dissent, while the other two directors received over 98% support.
- · Robert K. Steel received 239,179,543 votes FOR and 36,334,017 votes WITHHELD, representing a 13.2% withhold vote.
- · R. Edwin Bennet received 270,876,227 votes FOR and 4,637,333 votes WITHHELD.
- · Houda Dabboussi received 271,070,604 votes FOR and 4,442,956 votes WITHHELD.
- · Auditor ratification passed with 278,129,040 FOR, 937,668 AGAINST, and 1,487 ABSTAIN.
- · Broker non-votes totaled 3,554,635 for each director election.
29-05-2026
WisdomTree, Inc. entered into privately negotiated repurchase agreements to buy back approximately $51.9 million in aggregate principal amount of its 3.25% Convertible Senior Notes due 2029 for an aggregate cash repurchase price of approximately $87.3 million. The transactions are expected to close on June 1, 2026, leaving approximately $18.1 million of the Notes outstanding. The repurchase was executed at a significant premium to par, reflecting a substantial cost to the company.
- · The repurchase price of $87.3M represents a premium of approximately 68% over the principal amount of $51.9M.
- · The repurchase was conducted through individual, privately negotiated agreements with certain holders of the Notes.
- · The transaction is expected to close on June 1, 2026, subject to customary closing conditions.
- · After the repurchase, only $18.1M of the original Notes will remain outstanding.
29-05-2026
Hallmark Venture Group, Inc. reported a net loss of $273,496 for the three months ended March 31, 2026, an improvement from a net loss of $728,927 in the same period of 2025. The company had no revenue in either period, while total operating expenses decreased to $38,571 from $58,010. However, the company's cash position declined to $1,946 from $3,382 at year-end 2025, and it continues to operate with a stockholders' deficit of $174,690.
- · The company had no revenue in either Q1 2026 or Q1 2025.
- · Net loss from discontinued operations was $0 in Q1 2026 versus $426,960 in Q1 2025.
- · Weighted average shares outstanding increased dramatically from 1,047,852 in Q1 2025 to 65,610,811 in Q1 2026.
- · Net loss per share improved from $(0.70) to $(0.01).
- · Total assets decreased from $3,382 to $1,946.
- · Accounts payable and accrued liabilities decreased from $191,266 to $171,556.
- · Convertible notes payable (net of discount) decreased from $52,840 to $496.
- · Accrued interest was $0 at March 31, 2026, down from $2,350 at December 31, 2025.
- · Additional paid-in capital increased from $4,820,895 to $5,313,003 due to stock issued for debt conversion.
- · Net cash used in operating activities was $59,077 in Q1 2026, compared to $17,085 used in Q1 2025.
- · Proceeds from convertible note payable were $57,641 in Q1 2026.
- · Non-cash transactions included $132,341 of common stock issued for debt and $27,346 for related party debt.
- · Warrants outstanding remained at 12 with a weighted average exercise price of $500 and intrinsic value of $0.
29-05-2026
Okta reported Q1 FY27 revenue of $765M, up 11.2% YoY from $688M, driven by subscription revenue growth of 11.4% to $750M. Net income rose to $74M from $62M, with diluted EPS increasing to $0.42 from $0.35. However, total assets declined 3.7% sequentially to $9.347B, and cash and cash equivalents fell 11.2% to $762M, partly due to $248M in stock repurchases. Operating cash flow improved to $277M from $241M, but deferred revenue decreased 8.4% sequentially to $1.752B.
- · Professional services and other revenue remained flat at $15M YoY.
- · Research and development expenses increased 5.8% YoY to $163M, while sales and marketing expenses rose 17.3% YoY to $278M.
- · General and administrative expenses decreased 4.9% YoY to $98M.
- · Interest income and other, net declined 23.3% YoY to $23M.
- · The company repurchased 3,027 thousand shares of Class A common stock for $248M during Q1 FY27.
- · Goodwill remained unchanged at $5.487B.
- · Convertible senior notes, net, stayed at $350M.
- · Accumulated deficit improved to $(2.493)B from $(2.567)B at year-end.
- · Total stockholders' equity decreased 1.4% sequentially to $6.899B.
- · Cash used in financing activities was $293M, primarily due to stock repurchases and tax withholdings on equity awards.
29-05-2026
Copart reported mixed results for the third quarter of fiscal 2026 (three months ended April 30, 2026). Total revenues increased 2.1% YoY to $1.237 billion, driven by growth in both service revenues (+2.1%) and vehicle sales (+2.3%). However, net income attributable to Copart declined slightly to $402.4 million from $406.6 million in the prior-year quarter, as operating expenses grew faster than revenue. For the nine-month period, net income was essentially flat at $1.157 billion. The company also significantly increased share repurchases, spending $1.63 billion in the first nine months of fiscal 2026 compared to zero in the prior-year period, which reduced outstanding shares by 4.3%.
- · Total assets decreased to $9.649 billion as of April 30, 2026 from $10.091 billion at July 31, 2025, primarily due to a reduction in held-to-maturity securities and share repurchases.
- · Stockholders' equity fell to $8.774 billion from $9.187 billion over the same period, driven by $1.633 billion in share repurchases.
- · The company's effective tax rate for the quarter was approximately 20.1% (income tax expense of $100.7M on pre-tax income of $502.1M), up from 19.4% in the prior-year quarter.
- · Capital expenditures (purchases of property and equipment) for the nine months were $258.6 million, down 46.3% from $481.3 million in the prior-year period.
- · The company held $2.668 billion in cash equivalents (at carrying value) as of April 30, 2026, up from $2.197 billion at July 31, 2025.
29-05-2026
PLAYSTUDIOS, Inc. filed a DEF 14A proxy statement for its 2026 Annual Meeting of Stockholders to be held virtually on July 10, 2026. The meeting includes three proposals: election of five directors, ratification of Deloitte as independent auditor for FY2026, and approval of a reverse stock split. As of the record date (May 18, 2026), the company had 112,264,257 Class A shares and 16,457,769 Class B shares outstanding, with Class B shares carrying 20 votes each.
- · Annual Meeting will be held virtually on July 10, 2026 at 8:00 a.m. Pacific Time.
- · Stockholders must register by 11:59 p.m. ET on July 7, 2026 to attend virtually.
- · Proxy materials were sent on or about May 29, 2026.
- · Record date for voting is May 18, 2026.
- · Class A common stock has one vote per share; Class B common stock has 20 votes per share.
- · Proposal 1: Election of five directors for a one-year term.
- · Proposal 2: Ratification of Deloitte as independent auditor for fiscal year ending December 31, 2026.
- · Proposal 3: Approval of a reverse stock split.
- · Board recommends voting 'For' all three proposals.
- · Votes must be received by 11:59 p.m. ET on July 9, 2026.
29-05-2026
FTAI Aviation Ltd. held its 2026 Annual General Meeting on May 28, 2026, where shareholders elected three Class I directors (Joseph P. Adams, Jr., Judith A. Hannaway, and Martin Tuchman), approved on a non-binding advisory basis the compensation of named executive officers, and ratified the appointment of KPMG LLP as independent auditor for fiscal year 2026. All proposals passed with strong shareholder support, though Judith A. Hannaway received a notable 15.9% withhold vote (13,558,827 votes withheld out of 85,411,343 votes cast).
- · Judith A. Hannaway received 13,558,827 votes withheld, representing 15.9% of votes cast, significantly higher than the other two director nominees.
- · Broker non-votes totaled 8,894,304 shares for both director elections and the advisory say-on-pay vote.
- · The ratification of KPMG as auditor passed with 94,181,439 votes for, only 101,827 against, and 22,381 abstentions.
- · The advisory say-on-pay proposal received 80,859,607 votes for, 4,510,523 against, and 41,213 abstentions.
29-05-2026
NANO Nuclear Energy Inc. (NNE) acquired Secured Transportation Services LLC (STS) for up to $13 million ($6M cash + $7M restricted stock), adding over 20 years of specialized nuclear transportation experience. STS generated $7.1M in revenue and $1.3M in net income for the twelve months ended December 31, 2025, making NNE one of the few revenue-generating microreactor developers. However, the acquisition introduces integration risks and the company remains an early-stage developer with no commercial reactor deployed.
- · STS was founded in 2005 and brings more than 20 years of specialized nuclear transportation experience.
- · STS personnel have completed projects in more than 40 countries.
- · STS currently holds approvals for more than 90% of active U.S. NRC approved spent fuel routes.
- · The acquisition was executed through NANO Nuclear's existing transportation subsidiary, Advanced Fuel Transportation Inc.
- · A portion of the $7 million in restricted stock is subject to certain contractual contingencies.
- · NANO Nuclear is the first portable nuclear microreactor company to be listed publicly in the U.S.
- · NANO Nuclear's reactor products in development include KRONOS MMR™ (in pre-application engagement with NRC), ZEUS™, and LOKI MMR™.
- · AFT is the exclusive licensee of a patented high-capacity HALEU fuel transportation basket developed by three major U.S. national nuclear laboratories and funded by the DOE.
29-05-2026
Ashland Inc. entered into a Second Amended and Restated Credit Agreement dated May 28, 2026, amending and restating its existing credit facility. The new agreement provides a revolving credit facility with commitments from a syndicate of lenders, including The Bank of Nova Scotia as administrative agent, and features pricing tiers based on the company's Consolidated Net Leverage Ratio. The filing does not disclose the total commitment amount or any specific financial metrics, but the agreement includes standard representations, covenants, and events of default.
- · The agreement amends and restates the prior Amended and Restated Credit Agreement dated July 22, 2022.
- · The pricing grid includes four tiers based on Consolidated Net Leverage Ratio: Tier I (<1.5x), Tier II (1.5x to <3.0x), Tier III (3.0x to <3.5x), and Tier IV (>3.5x).
- · Initial Applicable Rates (until first Compliance Certificate) are: 0.375% for Base Rate Loans, 1.375% for Term SOFR/Adjusted Eurocurrency Rate and Letter of Credit Fees, and 0.175% for the Applicable Fee Rate.
- · The agreement includes provisions for Benchmark Replacement Setting, Limited Condition Acquisitions, and Swiss Non-Bank Rules.
- · The filing does not specify the total commitment amount or any financial covenants thresholds.
29-05-2026
Genesco reported better-than-expected fiscal Q1 2027 results for the three months ended May 2, 2026. Net sales rose 3% to $487M, with total comparable sales up 2%, marking the seventh consecutive quarter of positive comparable sales growth. However, GAAP EPS was ($1.42) and Non-GAAP EPS was ($2.18), while segment performance was mixed with Schuh comparable sales declining 9% and e-commerce growth flat at 0%. The company raised its full-year adjusted EPS outlook to $2.00–$2.40 and announced a new $40–$50M cost savings program through Fiscal 2029.
- · Gross margin improved 30 bps to 47.0% from 46.7%, driven by shipping efficiencies and less promotional activity but partially offset by brand mix.
- · SG&A expenses improved to 52.2% of sales from 52.5%, adjusted SG&A leveraged 60 bps to 51.9%.
- · GAAP operating loss improved to ($15.4M) from ($28.1M) — a 45% reduction in loss.
- · Adjusted operating loss was ($23.9M) vs ($27.9M) last year; adjusted operating margin improved to -4.9% from -5.9%.
- · Schuh total sales decreased 5% (-9% constant currency) due to pullback on promotions.
- · E-commerce comparable sales were flat at 0% vs +7% in prior year — a deceleration.
- · Total comparable sales growth decelerated to 2% from 5% in prior year.
- · Inventory increased 6% YoY, primarily at Journeys.
- · Capital expenditures were $15M, D&A was $13M.
- · Full-year sales guidance: down 1% to flat, reflecting store closures and license exits.
- · Full-year EPS guidance raised to $2.00–$2.40 (midpoint $2.20) from $1.90–$2.30 (midpoint $2.10).
- · Expected tariff refunds of $23–$25M not included in guidance.
- · No share repurchases in Q1 FY27; $29.8M remaining on authorization.
- · Adjusted tax rate for Q2 and Q3 expected in range of 7%–8% due to valuation allowance; full-year tax rate guidance 30%.
29-05-2026
Picard Medical, Inc. filed an 8-K on May 29, 2026, disclosing a press release featuring a letter from Chairman Richard Fang to stockholders. The filing is a Regulation FD disclosure and does not contain any financial results or material operational updates.
- · The filing is under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits).
- · The press release is furnished as Exhibit 99.1 and is not deemed 'filed' under the Exchange Act.
- · The company is an emerging growth company and has not elected to use the extended transition period for complying with new financial accounting standards.
29-05-2026
Silexion Therapeutics Corp (SLXNW) announced a 1-for-10 reverse share split, effective May 28, 2026, to maintain compliance with Nasdaq's minimum bid price requirement. The consolidation reduces the number of outstanding shares from 59,000,000 to 5,900,000 and increases the par value from $0.0135 to $0.135 per share. The split was authorized by shareholders at an extraordinary general meeting on May 5, 2026, and is subject to board confirmation to ensure sufficient publicly held shares under Nasdaq rules.
- · The reverse split ratio is 1-for-10, subject to reduction to maintain sufficient publicly held shares per Nasdaq listing rules.
- · The authorized share capital remains at US$796,500, while par value per share increases from US$0.0135 to US$0.135.
- · The number of issued shares will decrease from 4,074,710 to 407,471 based on April 7, 2026 holdings.
- · The resolution was passed as an ordinary resolution at an extraordinary general meeting on May 5, 2026, effective May 28, 2026.
29-05-2026
Johnson Outdoors Inc. announced that its Board of Directors approved a quarterly cash dividend, payable on July 30, 2026, to shareholders of record as of July 16, 2026. The dividend amount was not specified in the filing. This disclosure was made under Regulation FD and is furnished, not filed, with the SEC.
- · The dividend is payable on July 30, 2026.
- · The record date for the dividend is July 16, 2026.
- · The press release was issued on May 29, 2026.
- · The filing is under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits).
29-05-2026
EDAP TMS SA announced it will operate under the new corporate name 'FocalTherics' and its ADSs will trade under the new ticker symbol 'FOCL' on the Nasdaq Global Market starting June 1, 2026. The legal name remains EDAP TMS S.A. pending future shareholder approval. Additionally, the company intends to report its ESWL and Distribution segments as discontinued operations beginning with Q2 2026 financial results. The company will hold an Investor Day on June 1, 2026 to discuss its new corporate identity and strategy.
- · New ticker symbol 'FOCL' will begin trading at market open on June 1, 2026.
- · CUSIP number for ADSs remains unchanged; shareholders do not need to take any action.
- · Legal name change to FocalTherics requires future shareholder approval at a general meeting.
- · Investor Day scheduled for June 1, 2026 at 8:00 a.m. ET; replay and slides available on company website.
- · ESWL and Distribution segments to be classified as discontinued operations in Q2 2026 financial statements.
29-05-2026
Palermo Technologies Inc. filed Amendment No. 4 to its S-1 registration statement for an initial public offering of up to 3,500,000 shares of common stock at $0.10 per share, with maximum gross proceeds of $350,000 and net proceeds of approximately $325,000. The company is an early-stage venture with no revenues, net losses of $10,329 for the fiscal year ended July 31, 2025, and total stockholders' deficit of $4,732 as of that date. However, the offering has no minimum share requirement, the CEO will retain majority voting control (58.8% even if all shares are sold), and the auditors have expressed substantial doubt about the company's ability to continue as a going concern.
- · The offering is self-underwritten with no commissions paid to the sole officer/director.
- · No minimum number of shares must be sold for the offering to close.
- · The offering price of $0.10 per share was determined arbitrarily and bears no relationship to any objective criterion of value.
- · The company's securities are not currently listed on any exchange; it plans to apply for OTC Pink Market listing after the offering.
- · The company has no revenues since inception (July 2, 2025) and its operations have been sustained by loans from its President.
- · The CEO and sole director owns 100% of issued and outstanding common stock; after the offering, he will own approximately 74.1% (if 50% of shares sold) or 58.8% (if 100% sold).
- · The company is an emerging growth company and a smaller reporting company.
- · The company's secure communications infrastructure platform is under development and not yet commercially available.
29-05-2026
Aptose Biosciences Inc. filed an 8-K on May 29, 2026, to disclose a press release under Regulation FD. The filing does not contain any financial results or material quantitative data, only the issuance of the press release itself.
- · The press release was issued on May 29, 2026, and is attached as Exhibit 99.1.
- · The filing is made under Items 7.01 (Regulation FD Disclosure) and 9.01 (Financial Statements and Exhibits).
- · The registrant is a Canadian corporation with principal executive offices in Toronto, Ontario.
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