US SEC Filings Daily Market Digest — June 03, 2026

03-06-2026

Arch Capital Group Ltd. announced a $2.0B public offering of senior notes, consisting of $600M of 5.250% notes due 2036 and $1.4B of 5.950% notes due 2056. The net proceeds will be used to redeem $500M of 4.011% notes due 2026, pay tender offers for 5.144% notes due 2043 and 5.031% notes due 2046, and for general corporate purposes. The offering is expected to close on June 9, 2026, led by Wells Fargo, BofA Securities, J.P. Morgan, and Lloyds Securities.

• · The offering is being made under Arch's effective shelf registration statement previously filed with the SEC.
• · The offering is expected to close on June 9, 2026, subject to customary closing conditions.
• · Arch Capital Group Ltd. is part of the S&P 500 Index and had approximately $26.9 billion in capital as of March 31, 2026.

03-06-2026

Medallion Financial Corp has filed a definitive proxy statement and related documents with the SEC for its upcoming 2026 Annual Meeting of Shareholders. The filing urges shareholders to read all relevant documents before making any voting decision and provides instructions for accessing the materials free of charge via the SEC website or the company's investor relations page.

• · The definitive proxy statement and WHITE universal proxy card have been filed with the SEC.
• · Shareholders can obtain free copies of the proxy materials from the SEC's website at www.sec.gov or from Medallion's investor relations section at www.medallion.com.
• · Contact information for investor relations: InvestorRelations@medallion.com, 212-328-2176.
• · Additional contacts: Lena Cati (lcati@theequitygroup.com, 212-836-9611) and Val Ferraro (vferraro@theequitygroup.com, 212-836-9633).

03-06-2026

New ERA Energy & Digital, Inc. appointed Darin Rovell as Chief Accounting Officer effective June 22, 2026, with an annual base salary of $350,000, a target bonus of up to 40% of base salary, and a signing bonus of $30,000. He also received an RSU award covering 325,000 shares vesting over four years. The appointment reflects a strengthening of the finance team, but no prior period comparisons are available.

• · Darin Rovell previously served as Senior Director, Consolidations and Reporting at HF Sinclair Corporation from May 2023 to June 2026.
• · Rovell holds a Bachelor of Science in Accounting from the University of Texas at Dallas and an MBA from the University of Chicago Booth School of Business.
• · RSU award vests monthly over four years beginning June 22, 2026, with full acceleration upon death, disability, termination without Cause, resignation for Good Reason, or Change in Control.
• · Severance includes 100% of base salary plus prorated bonus and 12 months of COBRA premiums if terminated without Cause or for Good Reason before a Change in Control; 150% of base salary plus prorated bonus and 18 months of COBRA premiums if terminated within 12 months after a Change in Control.
• · Restrictive covenants include non-competition, confidentiality, non-disparagement, and non-solicitation of clients for 18 months and employees for 24 months post-termination.

03-06-2026

Odyssey Marine Exploration held its 2026 Annual Meeting on June 1, 2026, where shareholders elected five directors, ratified Grant Thornton LLP as auditor, approved an increase in authorized common stock from 75M to 82M shares, approved a reverse stock split at a ratio between 1-for-20 and 1-for-25, and approved the 2019 Stock Incentive Plan amendment adding 2M shares. All proposals passed, though the Plan Proposal received relatively lower support (20.9M for vs. 1.6M against) compared to other items.

• · The Plan Proposal (increase in stock plan shares) received 20,934,966 votes for and 1,558,840 against, with 148,400 abstentions, indicating relatively lower support compared to other proposals.
• · The Ratification Proposal (Grant Thornton LLP) had the highest total votes cast (35,691,945) among all proposals.
• · There were 13,191,739 broker non-votes on the Election, Plan, and Compensation proposals, but zero broker non-votes on the Articles Amendment and Reverse Stock Split proposals.
• · All five director nominees were elected with votes ranging from 21,787,427 to 22,081,067 in favor.
• · The Reverse Stock Split proposal passed with 31,683,294 votes for and 3,685,661 against, with 464,990 abstentions.

03-06-2026

Mineralys Therapeutics entered into a fourth amendment to its license agreement with Tanabe Pharma, terminating future royalty payments for lorundrostat in exchange for a $200.0 million one-time cash payment and up to $100.0 million in additional commercial milestone payments. Concurrently, the company secured a $500.0 million senior secured term loan facility from funds managed by Pharmakon Advisors, with an initial $100.0 million draw and additional tranches contingent on FDA approval of the lorundrostat NDA and sales milestones. The company will no longer have royalty obligations but retains up to $255.0 million in commercial milestone payments and $10.0 million for a second indication, while the loan carries a 5.50% spread over SOFR (with a 3.25% floor) and includes financial covenants requiring minimum liquidity and future net product revenue.

• · The license amendment grants Mineralys an exclusive, worldwide, royalty-free, sublicensable, perpetual and irrevocable license to lorundrostat intellectual property.
• · The Termination Agreement will include assignment of all Tanabe's rights in the licensed IP to Mineralys.
• · Tanabe retains a right of first negotiation with respect to Japan.
• · Upon a change of control involving U.S. commercialization rights, the New Milestones ($100.0M) become immediately payable.
• · The loan matures on June 3, 2031.
• · Tranche B must be drawn by April 30, 2027, subject to FDA NDA approval.
• · If the Tranche B Approval Condition is not met by September 30, 2027, all term loans must be repaid in four equal payments starting that date.
• · Financial covenants include minimum liquidity before NDA approval and a minimum trailing twelve months consolidated net product revenue covenant tested from Q1 2029.
• · The loan is secured by substantially all of the company's assets, including intellectual property.
• · Events of default include material adverse change or withdrawal event regarding lorundrostat, cross-default on third-party debt, and failure to pay judgments.

03-06-2026

Astrotech Corporation entered into an at-the-market offering agreement with H.C. Wainwright & Co., LLC on June 2, 2026, allowing the company to sell up to $24,492,819 of its common stock through an at-the-market offering. The company will pay a 3.0% commission on gross proceeds from each sale. The offering is not yet completed and the company is not obligated to sell any shares, so no immediate financial impact is reported.

• · The offering is made under a shelf registration statement on Form S-3 (File No. 333-293023) filed January 28, 2026 and declared effective January 30, 2026.
• · Sales may be made through ordinary brokers' transactions on The Nasdaq Capital Market at market prices.
• · The agreement terminates upon issuance and sale of all shares or termination of the agreement.
• · The company will reimburse Wainwright for certain specified expenses in connection with entering into the agreement.
• · The agreement contains customary representations, warranties, and conditions to sale.

03-06-2026

IDEAYA Biosciences announced a clinical collaboration with Roche to evaluate its investigational PRMT5 inhibitor IDE892 in combination with Roche's pan-RAS inhibitor RG6505 for MTAP-deleted RAS-mutant pancreatic cancer (PDAC). The company will sponsor the trial and Roche will supply RG6505, with both parties retaining full commercial rights to their respective compounds. The collaboration also allows for a potential triplet combination with IDEAYA's MAT2A inhibitor IDE397 upon joint approval.

• · IDE892 is in Phase 1 dose escalation for MTAP-deleted solid tumors and plans to initiate Phase 1 combination cohorts in PDAC with RG6505 and in NSCLC/other solid tumors with IDE397.
• · MTAP deletion occurs in up to 40% of PDAC, and almost all MTAP-deleted PDAC have co-occurring RAS mutations.
• · There are currently no approved targeted treatment options for MTAP-deleted PDAC patients.
• · The collaboration includes a joint governance process and the ability to evaluate a triplet combination (IDE892 + RG6505 + IDE397) upon joint approval.

03-06-2026

Upbound Group held its 2026 Annual Meeting on June 2, 2026, where stockholders approved the 2026 Long-Term Incentive Plan (LTIP) authorizing up to 4,590,636 shares, and re-elected all seven director nominees. The say-on-pay proposal received 41,399,464 votes for (93.9% of votes cast), while the frequency of future advisory votes was set at every one year. All proposals passed, reflecting strong shareholder support for the company's governance and compensation practices.

• · The 2026 LTIP replaces the 2021 LTIP; no further awards under 2021 LTIP.
• · Shares authorized under 2026 LTIP reduced by shares granted under 2021 LTIP from March 11, 2026 to June 2, 2026.
• · Board decided to hold advisory say-on-pay vote annually until 2032.
• · Broker non-votes were 9,344,512 on all director elections and proposals except auditor ratification.

03-06-2026

Intuitive Machines, Inc. entered into a Sales Agreement with multiple agents to sell up to $500.0 million of its Class A common stock through an at-the-market offering, effective June 2, 2026. The agreement includes a 3.0% commission to agents and customary representations and indemnification. No prior-period comparison is available as this is a new agreement.

• · The Registration Statement (File No. 333-296442) became effective on June 2, 2026.
• · The Sales Agreement includes indemnification obligations for both the Company and the Agents.
• · The Company agreed to reimburse certain expenses incurred by the Agents in connection with the Sales Agreement.
• · The offering is made only by means of the Prospectus filed with the SEC on June 2, 2026.

03-06-2026

GEN Restaurant Group, Inc. (GENK) announced the appointment of Luke A. Hewko, CPA, as Chief Financial Officer, effective June 1, 2026, succeeding Thomas V. Croal, who is retiring as part of a planned CFO succession. Hewko brings experience building a direct-to-consumer e-commerce business that grew to over $100 million in annual revenue and leading a fintech platform through a sale to a Nasdaq-listed buyer. The appointment is intended to support GEN's expansion into consumer packaged goods (CPG), retail, and online channels, though the company faces execution risks in scaling these new revenue streams.

• · Hewko is a CPA licensed in California and holds a Master of Science in Accounting and a Bachelor of Science in Accounting, cum laude, from Pepperdine University.
• · He began his career at Ernst & Young LLP.
• · At Westcliff Technologies, Hewko built the finance function from inception and led the company through the sale of its assets to Bitcoin Depot Inc.
• · At Haas Automation, he created the company's e-commerce business and designed an ASC 606-compliant revenue recognition framework.
• · GEN expects to continue building out its leadership team, including hiring additional executives to lead and scale its CPG division.
• · The company's forward-looking statements caution that actual results may differ materially due to risks and uncertainties, as detailed in its Form 10-K for the year ended December 31, 2025.

03-06-2026

Lifeway Foods, Inc. filed a DEFA14A supplement to its proxy statement to add Jason Scher as a director nominee for election at the 2026 Annual Meeting, increasing the board size back to eight directors. This change follows Danone North America PBC's sale of all its shares on May 19, 2026, which terminated the Cooperation Agreement (except non-disparagement obligations). The supplement introduces Proposal Four for Scher's election, while all other proxy proposals remain unchanged.

• · Danone sold all its shares of Lifeway common stock on May 19, 2026, terminating the Cooperation Agreement (except non-disparagement).
• · Jason Scher has served as a director since 2012 and is a principal at JAMP, LLP, an angel investment fund.
• · Scher serves on both the Audit and Corporate Governance Committee and the Compensation Committee.
• · The record date for the Annual Meeting is April 20, 2026.
• · The Annual Meeting will be held virtually on June 17, 2026, at 11:00 a.m. Central Time.
• · Proposal Four (election of Scher) requires a majority of Votes Cast for approval.
• · If shareholders have already voted and do not submit new instructions, their previous proxy will count as an abstention on Proposal Four.

03-06-2026

BriaCell Therapeutics Corp. (Nasdaq: BCTX, BCTXL, BCTXZ) announced the pricing of a best-efforts offering of 1,449,300 common shares at $3.25 per share, with expected gross proceeds of approximately $4.7 million. The offering, placed by ThinkEquity and expected to close June 2, 2026, will be used for working capital, general corporate purposes, and advancing business objectives. The company is a clinical-stage biotechnology company developing novel immunotherapies for cancer. The filing is positive in that it provides additional capital, but the offering dilutes existing shareholders by approximately 1.45 million shares at a price that may reflect current market conditions.

• · Offering priced at $3.25 per share, a best-efforts offering of 1,449,300 common shares.
• · Total gross proceeds expected to be approximately $4.7 million.
• · The offering is being conducted under an effective shelf registration statement (Form S-3) filed with the SEC on January 22, 2024.
• · The company is relying on TSX exemption for interlisted issuers on Nasdaq.
• · ThinkEquity is acting as sole placement agent.
• · Expected closing date: June 2, 2026.

03-06-2026

Public Service Company of Colorado (PSCo), a subsidiary of Xcel Energy, filed a non-unanimous settlement agreement on June 2, 2026, in its electric rate case with the Colorado Public Utilities Commission. The settlement proposes a revenue increase of $225 million (6.3%), down from the original request of $356 million (9.9%), with a 9.3% ROE and 54.5% equity ratio. However, the settlement is opposed by AARP, City of Boulder, and the Colorado Office of Utility Consumer Advocate, and hearings are scheduled for June 2026 with a CPUC decision expected in Q3 2026. Xcel Energy reaffirmed its 2026 ongoing EPS guidance of $4.04 to $4.16.

• · The settlement is non-unanimous, with opposition from AARP, City of Boulder, and the Colorado Office of Utility Consumer Advocate.
• · Other parties either support portions of the settlement or do not oppose it.
• · The settlement includes a performance framework for Comanche Unit 3 coal facility from effective date of rates through 2029.
• · Previous Transmission Cost Adjustment investments will be transferred into rate base.
• · Previously authorized trackers and deferrals will continue.
• · Hearings are scheduled for June 2026, with a CPUC decision and final rates anticipated in Q3 2026.
• · Xcel Energy reaffirmed its 2026 ongoing EPS guidance of $4.04 to $4.16.

03-06-2026

Dorman Products, Inc. entered into a purchase agreement on June 2, 2026, to issue and sell $450 million aggregate principal amount of 6.250% Senior Notes due 2034. The notes will be issued at par, mature on June 15, 2034, and are expected to close on June 16, 2026. The company intends to use the net proceeds to repay existing credit facility debt and for general corporate purposes.

• · Interest on the Notes is payable semi-annually on June 15 and December 15, commencing December 15, 2026.
• · The Notes will be guaranteed by each of Dorman’s existing and future wholly-owned domestic subsidiaries that is a guarantor under its credit agreement.
• · Certain Initial Purchasers or their affiliates are lenders and/or agents under the company’s existing credit agreement and will receive a portion of the net proceeds.
• · The offering is conducted in a private transaction exempt from SEC registration, limited to qualified institutional buyers and certain non-U.S. persons.

03-06-2026

On May 28, 2026, Hallmark Venture Group, Inc. (HLLK) assigned an impaired promissory note from Traderverse, Inc. (original principal $100,000, 8% interest, matured Oct 2024) to related party SB Technology Holdings, Inc. for $1,000 cash. The note had an outstanding balance of ~$113,752 as of Dec 31, 2025, but was written down due to collectibility doubts. The transaction was approved by the board as a related party transaction involving director Paul Strickland.

• · The Traderverse Note matured on or about October 29, 2024 and has remained unpaid for over 18 months.
• · The Company had previously determined the note to be impaired and written down its carrying value.
• · The assignment was made on a non-recourse, 'as is, where is' basis without any representation or warranty as to collectibility.
• · The transaction was authorized by the Board of Directors via written consent on May 28, 2026, after full disclosure of the related party nature.
• · The Company intends to report this as a related party transaction in subsequent periodic reports under Item 404 of Regulation S-K.

03-06-2026

Nauticus Robotics, Inc. entered into a third amendment to its loan agreement with a lender, as disclosed in an 8-K filing. The amendment includes a waiver of stockholder voting or consent rights for the lender when holding more than 4.99% of the company's outstanding common shares. The filing also clarifies that the lender is acting independently and not in concert with other lenders.

• · The amendment includes a waiver of stockholder voting or consent rights for the lender when holding more than 4.99% of the company's outstanding common shares.
• · The filing confirms the lender is acting independently and not in concert with other lenders.
• · The amendment incorporates Section 25 of the original Loan Agreement by reference.

03-06-2026

News Corp filed an 8-K on June 3, 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.

• · The repurchase program authorizes up to $1 billion in aggregate of Class A and Class B common stock.
• · Disclosures to the ASX are required on a daily basis under ASX rules.
• · The company also discloses repurchase program information in its quarterly and annual reports.
• · Forward-looking statements are subject to risks including changes in market price, general market conditions, securities laws, and alternative investment opportunities.

03-06-2026

PubMatic, Inc. held its 2026 Annual Meeting on May 29, 2026, with 34,941,828 shares present (74.86% quorum). Stockholders elected eight directors, ratified Deloitte & Touche LLP as independent auditor for FY2026, and approved advisory say-on-pay for named executive officers. All proposals passed with strong support, though director Susan Daimler received a notable 12.3% withheld votes.

• · Proposal One: All eight director nominees were elected; Susan Daimler received 88,485,605 votes for and 12,419,605 withheld (12.3% withheld), while other nominees had over 99.5% votes for.
• · Proposal Two: Ratification of Deloitte & Touche LLP passed with 106,944,394 votes for, 197,699 against, and 30,081 abstentions (no broker non-votes).
• · Proposal Three: Advisory say-on-pay passed with 97,599,461 votes for, 3,188,337 against, and 117,412 abstentions (6,266,964 broker non-votes).
• · Broker non-votes of 6,266,964 were present on Proposals One and Three but not on Proposal Two.

03-06-2026

Champion Homes (NYSE: SKY) announced senior leadership appointments following the retirement of EVP Operations Joseph Kimmell, effective June 26, 2026. Wade Lyall becomes Chief Sales Officer, John Kastanek becomes Chief Customer Experience Officer, and Andrew Houser becomes SVP of Manufacturing. The company employs 9,300 people across 129 locations. No financial metrics were provided in this filing; the announcement focuses on organizational structure and succession planning.

• · Joseph Kimmell will remain available on a consulting basis through end of August 2026 for transition support.
• · Wade Lyall joined Champion originally as a Sales Manager; previous roles include General Manager, Regional VP Sales and Marketing, Regional VP South Region, and VP Sales and Business Development.
• · John Kastanek previously spent 17 years at Polaris Industries in senior roles across service engineering, product management, global service operations, and connected strategy. He holds a B.S. in Engineering from University of Minnesota and an MBA from UMN Carlson School.
• · Andrew Houser joined Champion through the Regional Homes acquisition (closed Oct 2023) and holds an M.A. in Organizational Management from Dallas Baptist University.
• · The company operates 46 manufacturing facilities across the U.S. and western Canada.
• · Champion operates 84 factory-direct retail locations, Star Fleet Trucking with multiple dispatch locations, and provides construction services for installation/set-up of factory-built homes.
• · The filing contains no financial data, revenue figures, or performance metrics.

03-06-2026

Nuo Therapeutics entered into an amended and restated loan agreement for up to $2.0M in capital funding, with $1.0M already advanced, $675,000 to be advanced on the interim closing date, and $325,000 available upon request by September 30, 2026. Interest rates increase from 10% to 12% per annum, and all accrued interest is payable solely through the issuance of warrants, not cash. The company must make eight equal quarterly principal payments starting March 31, 2027, with the full balance due by December 31, 2028.

• · Interest accrues on a 30/360 basis for full calendar quarters only, with no compounding.
• · Voluntary prepayment is not allowed before December 31, 2026, and requires 15 days' notice.
• · Mandatory prepayment is triggered by an equity financing, change in control, or payment default.
• · All accrued interest is payable solely through the issuance of Interest Warrants, not cash.
• · The company issued various warrants at initial closing for commitment, origination, and prepayment fees, and will issue supplemental warrants at the interim closing.
• · The maturity date for the capital loan is December 31, 2028.

03-06-2026

Grand Canyon Education, Inc. (LOPE) disclosed in an 8-K filing that it has entered into a non-binding letter of intent with Grand Canyon University (GCU) to amend their Master Services Agreement (MSA). The proposed amendments would extend the initial term by eight years (through ~2041), restructure service fees to exclude ancillary revenue (with minimal impact on operating income), eliminate GCU's termination-for-convenience right, and lower the non-renewal fee to facilitate GCU's tax-exempt financing. However, the company expects service revenue to be $4.0M and $6.0M lower than prior forecasts for Q3 and Q4 2026, respectively, and operating income could decline by up to $1.0M per quarter.

• · The MSA has an initial term through June 30, 2033, with GCU having had the right to terminate for convenience after July 1, 2025 upon payment of 100% of trailing 12-month fees.
• · Current non-renewal fee is 50% of trailing 12-month fees; proposed amendment would substantially lower this to facilitate GCU's tax-exempt financing.
• · The amendment would eliminate a reimbursement payment the Company had been making to GCU for certain academic-related costs.
• · The amended MSA is expected to take effect July 1, 2026 if finalized.
• · The letter of intent is non-binding; no assurance can be given that a final amended MSA will be executed.

03-06-2026

Mesa Laboratories reported fiscal 2026 revenue of $249.1M, up 3.4% YoY, and net income of $6.7M versus a net loss of $2.0M in fiscal 2025. However, organic revenue growth slowed to 3.4% from 4.6% in the prior year, with the Biopharmaceutical Development segment declining 0.2% and Clinical Genomics declining 3.6%.

• · Gross profit margin improved to 63.5% in FY2026 from 62.6% in FY2025.
• · Adjusted operating income (non-GAAP) increased to $59.7M in FY2026 from $54.0M in FY2025.
• · Operating expenses (excluding impairment) grew 3.9% YoY to $139.8M.
• · No impairment losses were recorded in FY2026 or FY2025, compared to $274.5M in FY2024.
• · The company faces risks from global economic conditions, international operations, and currency fluctuations.

03-06-2026

For the three months ended April 30, 2026, Palo Alto Networks reported total revenue of $3,002 million, up 31.2% from $2,289 million in the prior year period, driven by strong growth in subscription and support revenue (31.2% YoY) and product revenue (31.1% YoY). However, the company recorded a net loss of -$177 million for the quarter versus net income of $262 million in Q3 FY25, and operating income swung to a loss of -$183 million from a profit of $219 million, largely due to a surge in operating expenses (+52.4% YoY) and costs associated with a major business acquisition (issuance of 112 million shares and $18,488 million in equity). For the nine-month period, net income fell 33.1% to $589 million from $880 million despite revenue growth of 20.7% to $8,070 million.

• · Goodwill increased from $4,567 million to $21,902 million, and intangible assets rose from $763 million to $7,283 million — both largely from the business acquisition.
• · Convertible senior notes: $160 million short-term and $1,192 million long-term were recorded as of April 30, 2026 (none outstanding at July 31, 2025).
• · Share-based compensation for the nine months ended April 30, 2026 was $1,315 million, up 37.8% from $954 million in the prior year.
• · Deferred revenue (current + long-term) grew to $13,605 million from $12,752 million at July 31, 2025.
• · Accounts receivable declined to $2,852 million from $2,965 million, and short-term financing receivables fell to $591 million from $715 million.
• · Long-term investments decreased to $3,881 million from $5,555 million.
• · Operating cash flow and free cash flow details not disclosed in this filing portion.

03-06-2026

Energy Focus, Inc. entered into a securities purchase agreement with Euka Power Japan Co., Ltd. on May 29, 2026, to issue and sell 65,789 shares of common stock at $3.80 per share in a private placement, raising $250,000. The transaction was conducted under exemptions from registration, relying on Section 4(a)(2) of the Securities Act. The filing does not include any period-over-period financial comparisons, so no balanced performance analysis is possible.

• · The purchase price per share of $3.80 was based on the closing price on the day immediately preceding the agreement date.
• · The shares were issued under exemptions from registration, including Section 4(a)(2) of the Securities Act.
• · The filing includes a form of Securities Purchase Agreement as Exhibit 10.1.

03-06-2026

Turn Therapeutics Inc. released an updated investor presentation on June 3, 2026, highlighting interim Phase 2 results for GX-03 in moderate-to-severe atopic dermatitis. The drug showed a 79.43% mean EASI reduction at Week 4 vs. 50.55% for vehicle, with zero severe adverse events. However, by Week 8 the advantage narrowed to 77.22% vs. 62.70%, and IGA 0/1 and PP-NRS 0/1 differences shrank to 5.20% and 2.09% respectively, indicating some convergence with vehicle over time.

• · GX-03 is an IL-36, IL-31, and IL-4 inhibitor with a non-systemic, non-steroid mechanism.
• · The Phase 2 trial uses an adaptive design with IDMC governance; Stage 1 enrolled 50 patients (27 GX-03, 23 vehicle).
• · Baseline EASI mean was 8.19 for GX-03 vs 10.16 for vehicle; 8% of GX-03 patients had baseline EASI ≥21 vs 0% for vehicle.
• · At Week 8, EASI-90 difference was 17.12% (51.9% vs 34.8%) and EASI-100 difference was 23.31% (40.7% vs 17.4%).
• · Zero serious AEs, zero AEs leading to discontinuation; only one mild AE (warming sensation) in GX-03 group and one unrelated cold in vehicle group.
• · Stage 2 is expected to emphasize Week 4 endpoints with EASI-75 as leading candidate; anticipated inclusion criteria: baseline EASI ≥7, BSA ≥8%, IGA 3 or 4.
• · Topline results expected mid-2026.
• · Company has out-licensed sterile collagen powder for $70M+ milestones.
• · PermaFusion platform is API-agnostic and compatible with live payloads (viruses/vectors).

03-06-2026

Sadot Group Inc. filed an 8-K on June 3, 2026, reporting entry into a material definitive agreement (Item 1.01) and completion of an acquisition (Item 2.01). The filing includes financial statements and pro forma information (Item 9.01). No specific financial figures or performance metrics were disclosed in the filing header.

• · Filing type: 8-K
• · Filing date: June 3, 2026
• · Items reported: 1.01 (Material Definitive Agreement), 2.01 (Completion of Acquisition or Disposition of Assets), 9.01 (Financial Statements and Exhibits)
• · Company CIK: 0001701756
• · Company formerly known as Muscle Maker, Inc. (until July 2023)
• · SIC code: 5810 (Retail-Eating & Drinking Places)
• · State of incorporation: Nevada
• · Fiscal year end: December 31

03-06-2026

Vertiv Holdings Co announced a quarterly cash dividend of $0.0625 per share of Class A common stock, payable on June 25, 2026 to stockholders of record as of June 15, 2026. This represents the company's first regular dividend declaration, signaling a shift toward returning capital to shareholders.

• · The dividend is payable to stockholders of record as of the close of business on June 15, 2026.
• · The dividend is expected to be paid on June 25, 2026.
• · The press release announcing the dividend was issued on June 3, 2026 and is attached as Exhibit 99.1.
• · The filing was signed by CFO Craig Chamberlin.

03-06-2026

THOR Industries reported fiscal Q3 2026 net sales of $2.78 billion, down 3.9% YoY, and net income attributable to THOR of $97.2 million, down 28.1% YoY, reflecting persistent macroeconomic headwinds. While North American Motorized net sales grew 7.7% and European net sales rose 11.8% (3.6% on a constant currency basis), the North American Towable segment saw a sharp 24.6% decline in net sales and a 25.0% drop in unit shipments. The company revised its full-year diluted EPS guidance downward to $3.30–$3.80 from $3.75–$4.25, citing prolonged geopolitical and macroeconomic pressures, though consolidated net sales guidance of $9.0–$9.5 billion was unchanged.

• · Gross profit margin declined 250 bps YoY to 12.8% in Q3 FY26, and 100 bps to 12.7% for the nine-month period.
• · North American Towable gross profit margin fell 470 bps YoY to 10.2% in Q3 FY26, driven by lower sales, higher material costs, and unfavorable product mix.
• · North American Motorized gross profit margin declined 170 bps YoY to 8.8% in Q3 FY26, as increased volumes were more than offset by higher material, warranty, and overhead costs.
• · European RV gross profit margin fell 180 bps YoY to 14.4% in Q3 FY26, due to higher material costs, a higher mix of lower-margin special-edition motorcaravans, and increased warranty costs.
• · North American Towable income before income taxes included $23.8 million in gains on sales of fixed assets in Q3 FY26.
• · European RV income before income taxes included $3.4 million in restructuring costs in Q3 FY26.
• · Full-year FY26 guidance revised: declining gross margin at midpoint (previously stable), EPS range lowered to $3.30–$3.80, tax rate raised to 26%–28% including discrete items (previously 24%–26% excluding discrete items).
• · FY26 retail assumption revised: mid-teens retail decline in North America with low-single-digit market share decline in Towables and low-single-digit gain in Motorized (previously low- to mid-single-digit decline with stable share).
• · No meaningful financial impact from strategic realignment expected for balance of FY26 (no revision).

03-06-2026

Versa Bancorp filed an S-4 registration statement with the SEC on June 3, 2026, in connection with a business combination. The filing discloses that approximately 16% of its loan portfolio is secured by real estate in Canada, and that a substantial portion of interest income is currently derived from its Canadian SRP (structured receivables purchase) business. The company faces significant risks including potential inability to maintain historical growth rates, reliance on the Canadian economy, elevated interest rate exposure, and competitive pressures from fintechs and traditional financial institutions.

• · As of January 31, 2026, approximately 16% of Versa Bancorp's loan portfolio consisted of real estate loans, primarily for construction of multi-family residential properties in Canada.
• · The company faces risks related to Canadian real estate market softening, particularly in high-rise condominium developments in larger Canadian municipalities.
• · During fiscal year 2025, the company experienced a moderation in interest rates and reduced impact of the inverted yield curve that existed throughout fiscal year 2024.
• · The flattening and gradual upward sloping of the yield curve contributed to an expansion of the net interest margin.
• · Growth in lower-cost deposits from Licensed Insolvency Trustee firms was attributed to increased volumes of Canadian consumer and commercial bankruptcy and restructuring proceedings.
• · The company’s future growth depends on its broker network’s ability to retain and grow the deposit base, with historically high deposit broker retention rates requiring continued technology investment.
• · In the United States, interest rates remain elevated and credit conditions are tighter than historical norms, potentially dampening consumer demand for financed purchases.
• · The company faces competition from financial technology companies (fintechs) that may adopt similar technology and are not subject to the same regulatory constraints as banks.

03-06-2026

FortuneX Acquisition Corp completed its initial public offering on May 26, 2026, issuing 7,500,000 units at $10.00 per unit for gross proceeds of $75,000,000. Simultaneously, the Sponsor purchased 297,500 private placement units for $2,975,000. Total proceeds of $75,750,000 were placed in trust for public shareholders.

• · Each Unit consists of one ordinary share ($0.0001 par value) and one-half of one redeemable warrant.
• · Each whole warrant entitles holder to purchase one ordinary share at $11.50 per share, subject to adjustment.
• · The trust account is maintained by Continental Stock Transfer & Trust Company.
• · An audited balance sheet as of May 26, 2026 is included as Exhibit 99.1.

03-06-2026

Ferrellgas Partners, L.P. filed an 8-K on June 3, 2026, announcing a teleconference and webcast on June 5, 2026, to discuss its results of operations for the third fiscal quarter ended April 30, 2026. The webcast will begin at 9:00 a.m. Central Time, and questions may be submitted via email. No financial results or period-over-period comparisons are provided in this filing.

• · The teleconference will be held on Friday, June 5, 2026.
• · The webcast link is https://edge.media-server.com/mmc/p/nrae97ca.
• · Questions may be submitted via InvestorRelations@ferrellgas.com.
• · The filing is a Regulation FD Disclosure (Item 7.01).

03-06-2026

National Grid PLC's annual report (Form 20-F) for fiscal year 2025/26 shows statutory operating profit up 10% to £5,431M and underlying EPS up 6% to 78.0p, driven by 18% capital investment growth to £11.58B. However, the company noted currency headwinds from USD/GBP averaging $1.34/£1 versus $1.27/£1 in the prior year, and asset growth of 10.9% was partially offset by a 190bps year-on-year expansion—implying a slower pace in later periods (not explicitly detailed).

• · Statutory EPS rose 9% to 65.5p (FY24/25: 60.0p).
• · Dividend per share increased 3.8% to 48.49p.
• · Asset growth improved 190bps to 10.9%.
• · Underlying operating profit grew 6% to £5,680M.
• · Weighted average USD/GBP exchange rate was $1.34/£1 (FY24/25: $1.27/£1), indicating an unfavorable currency impact on US business results.

03-06-2026

Worthington Steel, Inc. (NYSE: WS) completed its voluntary public takeover of Kloeckner & Co SE, acquiring approximately 62% of outstanding shares, and announced a Delisting Tender Offer for remaining shares at EUR 11.00 cash per share. The combined entity expects increased scale, operational efficiencies, and broader geographic presence, but remaining shareholders face significantly reduced liquidity. Kloeckner reported sales of €6.4 billion in fiscal 2025, and both companies each employ roughly 6,000 people.

• · Worthington Steel currently holds approximately 62% of Kloeckner’s outstanding shares following the Takeover Offer.
• · The Delisting Offer will be at EUR 11.00 cash per Kloeckner share (ISIN DE000KC01000).
• · Kloeckner had sales of approximately €6.4 billion in fiscal year 2025.
• · Worthington Steel operates 37 facilities across seven states and 10 countries, with about 6,000 employees.
• · Kloeckner has about 110 warehouse/processing locations, primarily in North America and DACH region, serving more than 60,000 customers and employing more than 6,000 people.
• · After delisting, Kloeckner shares will no longer trade on a regulated market in Germany, leading to reduced liquidity and limited price discovery.
• · The Delisting Offer is not subject to closing conditions or minimum acceptance threshold.
• · BaFin will review the Delisting Offer Document before publication.

03-06-2026

Medtronic reported Q4 FY26 revenue of $9.8B (+9.9% reported, +6.6% organic) and FY26 revenue of $36.4B (+8.4% reported, +5.8% organic), its highest annual revenue growth in 10 years. However, non-GAAP operating margin declined 130 bps for FY26 (150 bps constant currency) and non-GAAP diluted EPS grew only 0.7% for the full year, with Q4 non-GAAP EPS declining 4.3% YoY. The company guided FY27 organic revenue growth of 6.75%-7.25% and non-GAAP EPS of $5.90-$6.00.

• · Q4 FY26 GAAP operating margin improved 300 bps to 19.1%, while non-GAAP operating margin declined 230 bps to 25.5% due to 160 bps impact from MiniMed Blackstone payment and 80 bps from tariffs.
• · FY26 GAAP operating margin was flat YoY at 17.8%; non-GAAP operating margin declined 130 bps (150 bps constant currency) to 24.4% with 45 bps from MiniMed Blackstone and 50 bps from tariffs.
• · Cardiovascular portfolio Q4 revenue was $3.797B (+13.8% reported, +10.1% organic); Neuroscience $2.751B (+5.0% reported, +3.0% organic); Medical Surgical $2.388B (+8.0% reported, +5.1% organic); Diabetes $837M (+15.0% reported, +8.1% organic).
• · FY26 free cash flow conversion from non-GAAP net earnings was 76%.
• · FY27 guidance includes benefit of a 53rd week, increased M&A, and impacts from tariffs, interest, and tax expense; assumes consolidation of Diabetes business for full 12 months.
• · Dividend increased to $0.72 per share quarterly ($2.88 annual), marking 49th consecutive year of dividend increases.
• · Company executed tuck-in M&A: completed CathWorks acquisition, announced intention to acquire Scientia Vascular and SPR Therapeutics, entered agreement for ViaVerte system, and invested in Pulnovo Medical.
• · Filed submission to U.S. FDA for Hugo RAS for general surgery and gynecologic indications; received FDA clearance for ProGrip Advanced.
• · Secured FDA clearance for Spine, Cranial and ENT indications and CE Mark for Spine and Cranial indications for Stealth AXiS Surgical System.
• · Q4 FY26 non-GAAP diluted EPS of $1.55 was ahead of guidance, but declined 4.3% YoY.
• · FY26 non-GAAP diluted EPS on a constant currency basis decreased 2.0%.

03-06-2026

Macy's, Inc. reported strong first quarter 2026 results with comparable sales growth of 3.0%, its best first-quarter performance in four years, driven by increases across all nameplates. Bloomingdale's delivered a standout 10.2% comparable sales increase and record first-quarter sales, while Macy's comparable sales rose 1.6% and Bluemercury grew 6.4%. However, adjusted EBITDA declined to $290 million (5.9% of total revenue) from $304 million (6.3% of total revenue) in the prior year, and gross margin contracted 30 basis points to 38.9% due to tariff impacts. The company raised its full-year guidance, now expecting net sales of $21.5B to $21.75B and adjusted diluted EPS of $2.00 to $2.20.

• · Macy's achieved its fourth consecutive quarter of comparable sales gains.
• · Reimagine 200 stores comparable sales were up 2.4%.
• · Bloomingdale's delivered seven consecutive quarters of comparable sales gains.
• · Credit card net revenues increased $18M to $172M, up 11.7%.
• · Macy's Media Network net revenue decreased $2M to $38M, down 5.0%.
• · Gross margin rate declined 30 bps to 38.9%, entirely due to tariff impact (30 bps).
• · SG&A expense as a percent of total revenue was unchanged at 39.9%.
• · Merchandise inventories increased 3.6% year-over-year.
• · Total debt was $2.4B with no material long-term debt maturities until 2030.
• · Quarterly dividend of 19.15 cents per share declared on May 15, 2026, payable July 1, 2026.
• · Full-year 2026 guidance raised: net sales $21.5B-$21.75B, comparable sales change 0.5%-1.2%, adjusted diluted EPS $2.00-$2.20.
• · Adjusted EBITDA as a percent of total revenue guidance unchanged at 7.7%-7.9%.
• · The company repurchased 2.6 million shares for $50M in Q1 2026.
• · Approximately $1.1B remaining under $2.0B share repurchase authorization.

03-06-2026

MiniMed Group reported strong Q4 FY26 results with worldwide net sales of $837M (+15.6% as reported, +8.7% organic) and record full-year net sales of $3.102B (+14.2% as reported, +8.0% organic), surpassing $3B for the first time. However, the company reported a net loss of $183M in Q4 (vs. $168M loss a year ago) and a full-year net loss of $315M (vs. $198M loss in FY25), driven by high operating expenses and litigation charges. U.S. net sales grew only 1.5% in both Q4 and FY26, while international net sales grew 22.4% in Q4 and 20.6% for the year, highlighting a stark geographic divergence.

• · Q4 FY26 worldwide CGM Attachment Rate improved to 68%, up 100 bps QoQ.
• · Full-year FY26 worldwide CGM Attachment Rate was 66%, up 700 bps YoY.
• · Worldwide New Pumps Sold in FY26 were ~145,000, unchanged YoY (flat).
• · Q4 FY26 pump revenue declined 5.5% YoY to $146M, while full-year pump revenue grew only 1.0% to $546M.
• · Q4 FY26 CGM revenue grew 21.6% YoY to $420M; full-year CGM revenue grew 18.2% to $1.553B.
• · Q4 FY26 consumables revenue grew 11.7% YoY to $249M; full-year consumables revenue grew 11.8% to $956M.
• · FY26 net loss attributable to the company widened to $331M from $213M in FY25, a 55.4% increase.
• · Q4 FY26 basic and diluted loss per share was $(0.68), unchanged from Q4 FY25.
• · Full-year FY26 basic and diluted loss per share was $(1.29), compared to $(0.84) in FY25.
• · FY27 organic revenue growth guidance is approximately 10%, including a 1.0-1.5% benefit from an extra week.
• · FY27 adjusted EBITDA margin guidance is approximately 16%.
• · MiniMed extended its partnership with Abbott to commercialize dual glucose-ketone sensors exclusively for MiniMed smart dosing systems.
• · U.S. MiniMed GoTM launched last week; MiniMed FlexTM pre-orders started this week with shipping expected later this month.
• · MiniMedTM 780G with Instinct sensor to launch in Europe later this month.
• · Certain litigation charges in Q4 FY26 were $5M (vs. $165M in Q4 FY25), and for FY26 were $16M (vs. $165M in FY25).
• · Other operating (income) expense, net was $168M in Q4 FY26 vs. $4M in Q4 FY25, and $221M for FY26 vs. $(8M) for FY25.

03-06-2026

Ollie's Bargain Outlet reported strong Q1 FY2026 results with net sales up 14.2% to $658.9M and adjusted EPS up 21.3% to $0.91, beating expectations. The company opened 27 new stores (15.1% unit growth) and raised its full-year EPS outlook to $4.45-$4.55. However, comparable store sales growth slowed to 1.7% from 2.6% a year ago, and the company reduced its diluted share count outlook, partly offsetting the positive momentum.

• · Gross margin improved 80 bps to 41.9%, above expectations, driven by lower supply chain costs and modest merchandise margin increase.
• · SG&A as a percentage of net sales remained flat at 28.6%.
• · Pre-opening expenses decreased 3.2% to $6.4M due to lower dark rent from bankruptcy-acquired stores, partially offset by more store openings.
• · Total cash and investments grew 26.7% to $525.6M, including $197.7M cash, $51.9M short-term investments, and $276.0M long-term investments.
• · The company repurchased 542,486 shares for $53.4M in Q1; $205.4M remains under authorization.
• · Full-year FY2026 outlook raised: adjusted EPS now $4.45-$4.55 (from $4.40-$4.50), net sales $2.980-$3.000B, gross margin ~40.7% (from ~40.5%), share repurchases increased to ~$125M (from ~$100M).
• · Comparable store sales growth slowed to 1.7% from 2.6% in the prior year quarter.
• · Diluted weighted average shares outstanding outlook reduced to ~60.9M from ~61.4M, reflecting share repurchases.

03-06-2026

The Hartford Insurance Group, Inc. announced a definitive agreement for Wellington Management Company LLP to acquire its Hartford Funds business for $300 million in cash at closing plus ongoing quarterly payments representing 95% of after-tax available cash generated by the combined business for up to 7 years. The estimated net present value of the transaction is $1.9 billion (at an 11% discount rate), with a potential termination threshold of $2.1 billion NPV after 5 years. The transaction is expected to close in Q1 2027, and Hartford Funds will be reported as discontinued operations starting Q2 2026.

• · Hartford Funds will be reported as discontinued operations beginning Q2 2026, with results included in GAAP net income but excluded from core earnings until closing.
• · A $250 million deferred tax asset will be recognized in Q2 2026, impacting net income but not core earnings.
• · Expected after-tax transaction costs through closing are approximately $55 million.
• · Pre-closing dividend of approximately $170 million expected from Hartford Funds.
• · Estimated after-tax realized loss of approximately $150 million at closing.
• · Initial quarterly payments estimated at approximately $65 million, beginning after the first full quarter post-closing.
• · Quarterly payment obligation may terminate after 5 years if NPV of cash flows plus upfront proceeds equals or exceeds $2.1 billion.
• · If after 7 years NPV is less than $1.5 billion, payments continue until threshold met or up to 8 additional quarters.

03-06-2026

AECOM announced a quarterly cash dividend of $0.31 per share, payable on July 17, 2026, to stockholders of record as of July 1, 2026. The dividend is part of the company's ongoing quarterly dividend program, though future dividends remain at the Board's discretion. No prior-period comparison or other financial metrics were provided in this filing.

• · Dividend payable on July 17, 2026
• · Record date: July 1, 2026
• · Declaration date: June 3, 2026
• · Future dividends are subject to the sole discretion of the Board of Directors

03-06-2026

Ovid Therapeutics announced the appointment of Dr. Anna Greka, M.D., Ph.D., as a Class III director, effective June 15, 2026, expanding the board to seven members. Dr. Greka brings extensive academic and biotech experience, including roles at Harvard Medical School and the Broad Institute. No financial terms or compensation details beyond standard policy were disclosed, and no negative or flat metrics are present in this filing.

• · Dr. Greka's term expires at the 2029 annual meeting of stockholders.
• · She was appointed to the Compensation Committee and Science and Technology Committee.
• · She has served as a Venture Advisor to Aditum Bio since 2013 and founded Goldfinch Bio (2015-2023).
• · She will receive compensation per the company's non-employee director compensation policy, incorporated by reference from the April 27, 2026 proxy statement.
• · The company entered into a standard indemnification agreement with Dr. Greka.

03-06-2026

Cabaletta Bio announced new rese-cel data across its autoimmune portfolio at the EULAR 2026 Congress, including encouraging early preconditioning-free (PC-free) lupus findings. In the RESET-Myositis trial, 80% of dermatomyositis and antisynthetase syndrome patients would have met the registrational cohort primary endpoint, and 83% of DM patients achieved an immunomodulator-free moderate-to-major TIS response at 16 weeks. However, in the RESET-SLE trial, the lowest PC-free rese-cel dose appears to be a threshold dose, with only one of two patients achieving deep B cell depletion, and ASyS durability was variable, consistent with academic CD19-CAR T data.

• · RESET-Myositis: 100% (17/17) of patients experienced no CRS or transient fever (Grade 1 CRS) and no ICANS of any grade was observed.
• · RESET-SSc: 87% (13/15) of patients experienced no CRS or transient fever (Grade 1 CRS); 93% (14/15) had no ICANS (one Grade 3 ICANS previously reported March 2025).
• · RESET-SLE: In preconditioning cohorts, 94% (17/18) of patients experienced no CRS or transient fever (Grade 1 CRS); 94% (17/18) had no ICANS (one Grade 4 ICANS reported August 2024).
• · Pan-translational findings show B cells repopulate with a median time of approximately 2 months.
• · Cabaletta plans to initiate SSc registrational program in 4Q26 with approximately 25 patients using an FVC-based primary endpoint at 52 weeks.
• · Topline data from registrational DM/ASyS cohort expected in mid-2027.
• · BLA submission strategy planned for 2H27 to include JDM and adult DM, potentially qualifying for a priority review voucher due to Rare Pediatric Disease Designation for JDM.
• · PC-free dose-ranging data to be generated across multiple autoimmune indications.

03-06-2026

Atlantic Union Bankshares Corp announced that Executive Vice President and Chief Credit Officer Doug Woolley plans to retire effective April 1, 2027. Woolley will remain in his current role until a successor is appointed. The company has initiated a nationwide search, engaging a leading executive search firm to identify candidates.

• · Doug Woolley's retirement is effective April 1, 2027.
• · His departure is voluntary (retirement), not due to performance issues.
• · A leading executive search firm has been engaged for the successor search.
• · The event is categorized under Regulation FD Disclosure.

03-06-2026

Viridian Therapeutics held its 2026 Annual Meeting on June 2, 2026, where stockholders voted on four proposals. All director nominees (Tomas Kiselak and Jennifer K. Moses) were elected, and the ratification of KPMG LLP as auditor, the advisory vote on executive compensation, and the advisory vote on frequency of compensation votes (choosing one year) were all approved. The Board has determined that the company will hold a non-binding advisory vote on executive compensation every year.

• · The record date for the annual meeting was April 7, 2026.
• · Tomas Kiselak received approximately 83.3% of votes For (excluding broker non-votes), while Jennifer K. Moses received approximately 99.5% For.
• · Ratification of KPMG LLP passed with 92,866,008 For votes and no broker non-votes.
• · Advisory say-on-pay passed with approximately 96.2% For votes (excluding broker non-votes).
• · Approximately 99.1% of votes cast on the frequency question favored a 1-year frequency (excluding abstentions).

03-06-2026

Cocrystal Pharma, Inc. announced the appointment of James Sapirstein as Chief Executive Officer in a press release dated June 3, 2026. The filing is a Regulation FD disclosure and does not contain any financial results or quantitative performance data.

• · The appointment was announced on June 3, 2026.
• · The press release is furnished as Exhibit 99.1 and is not deemed filed for Section 18 purposes.

03-06-2026

Sprinklr reported Q1 FY2027 total revenue of $219.5M, up 7% YoY, and subscription revenue of $194.8M, up 6% YoY. GAAP operating income improved to $10.6M from a loss of $1.8M, but non-GAAP operating income declined to $31.7M from $36.7M, with non-GAAP operating margin contracting to 14% from 18%. RPO grew 10% to $1.04B, while cRPO grew 5%.

• · Q1 FY2027 GAAP operating margin improved to 5% from (1)% YoY.
• · Q1 FY2027 GAAP diluted EPS was $0.02, compared to ($0.01) in Q1 FY2026.
• · Q1 FY2027 non-GAAP diluted EPS was $0.11, down from $0.12 in Q1 FY2026.
• · Q1 FY2027 free cash flow was $65.8 million.
• · Q2 FY2027 guidance: subscription revenue $193.5M-$194.5M, total revenue $214M-$215M, non-GAAP operating income $29.5M-$30.5M, non-GAAP EPS ~$0.10.
• · FY2027 guidance: subscription revenue $779.5M-$781.5M, total revenue $866.5M-$868.5M, non-GAAP operating income $139M-$141M, non-GAAP EPS $0.48-$0.49.
• · Total cash, cash equivalents, and marketable securities as of April 30, 2026: $442.8 million.
• · RPO of $1.04 billion, up 10% YoY; cRPO up 5% YoY.
• · GAAP subscription gross profit margin declined? Not explicitly stated, but subscription cost of revenue increased from $42.2M to $50.9M, while subscription revenue grew from $184.1M to $194.8M, implying subscription gross margin decreased.
• · Professional services revenue grew 15.5% YoY to $24.7M, but professional services cost of revenue grew 25.2% to $25.6M, resulting in a gross loss of $0.9M.

03-06-2026

Destination XL Group reported first quarter fiscal 2026 total sales of $103.3 million, down 2.1% YoY, with a net loss of $(5.9) million or $(0.11) per diluted share, compared to a net loss of $(1.9) million or $(0.04) per diluted share in the prior year. Comparable sales decreased 3.8%, driven by a 4.6% decline in stores and a 1.6% decline in direct business, though management noted improvements in conversion rates and average order value. Adjusted EBITDA turned negative at $(0.7) million versus $0.2 million a year ago, and cash and investments fell to $16.2 million from $29.1 million, with no debt. The company is pursuing strategic initiatives including FiTMAP rollout, AI investments, and adapting to GLP-1 medication impacts, while also pursuing a merger with FullBeauty Brands.

• · Comparable sales declined 3.8% overall, with stores down 4.6% and direct business down 1.6%.
• · Gross margin rate fell 80 basis points to 44.3%, driven by a 100 bps decline in merchandise margin due to tariffs, increased shipping costs, and clearance markdowns, partially offset by a 20 bps improvement in occupancy costs from a $1.4 million landlord lease termination payment.
• · SG&A expenses decreased $0.9 million to 45.0% of sales, with marketing costs rising to 6.5% of sales from 6.1%.
• · Transaction-related costs surged to $1.2 million from $0.1 million, primarily due to the FullBeauty Brands merger.
• · The company submitted a $4.0 million tariff refund claim, but the timing and amount of any recovery remain uncertain.
• · Inventory decreased $4.1 million to $81.4 million, with clearance inventory at 9.9% of total (benchmark 10%).
• · Credit facility availability declined to $70.0 million from $77.1 million.
• · The effective tax rate dropped to -1.1% from 39.7% due to a full valuation allowance against deferred tax assets established in Q4 FY2025.
• · Capital expenditures for store development were $0.4 million in Q1 FY2026 versus $4.3 million in Q1 FY2025.
• · The company expects FY2026 tariff impact on pre-tariff gross margin to be approximately 100 basis points, down from a prior estimate of 150 basis points.

03-06-2026

Keenova Therapeutics plc held its 2026 Annual General Meeting on June 2, 2026, where shareholders elected nine directors, ratified the reappointment of PricewaterhouseCoopers LLP as independent auditors, approved executive compensation on a non-binding basis, and approved a reduction of company capital and an amendment to the articles of association. All proposed items passed with overwhelming shareholder support, though executive compensation approval saw 326,296 votes against (about 1.3% of total voted).

• · All director nominees received over 25 million votes in favor, with Paul M. Bisaro receiving the lowest 'for' count at 25,282,713 and Leslie Donato and Katina Dorton receiving the highest at 25,291,597 each.
• · Proposal 2 (auditor reappointment) passed with 25,602,426 for, 0 against, and 191,295 abstentions.
• · Proposal 3 (executive compensation) had 24,965,301 for, 326,296 against, and 191,295 abstentions.
• · Proposal 4 (frequency of advisory votes on executive compensation) received 25,117,919 votes for 1-year, 172,952 for 2-year, 726 for 3-year, and 191,295 abstentions.
• · Proposal 5 (capital reduction) passed with 25,256,218 for, 35,379 against, and 191,295 abstentions.
• · Proposal 6 (articles of association amendment) passed with 25,476,547 for, 6,345 against, and 0 abstentions.
• · Broker non-votes of 310,829 were recorded for proposals 1, 3, 4, 5, and 6, but not for proposal 2.

03-06-2026

Avalyn Pharma reported a net loss of $26.9M for Q1 2026, compared to $17.5M in Q1 2025, driven by increased R&D spending on its AP01 and AP02 clinical trials. The company completed an upsized IPO in May 2026, raising $345.0M in gross proceeds, and held $123.1M in cash and securities as of March 31, 2026 (excluding IPO proceeds), with a projected cash runway into 2029. However, R&D expenses rose 49.5% YoY to $22.9M, and G&A expenses increased 47.8% YoY to $5.0M, reflecting higher operational costs.

• · The MIST Phase 2b trial of AP01 in PPF is on track to complete enrollment mid-2026, with topline data expected in H2 2027.
• · The AURA Phase 2 trial of AP02 in IPF is enrolling, with topline data anticipated by end of 2027.
• · A Phase 1 trial of AP03 is on track to initiate by end of 2026.
• · The company will present data from the PPF compassionate use cohort of the ATLAS open-label extension study at the EULAR Conference on June 6, 2026.
• · Management will present at the Jefferies Global Healthcare Conference on June 4, 2026.
• · Cash and securities decreased 11.0% from $138.4M at December 31, 2025 to $123.1M at March 31, 2026.
• · Total liabilities increased 80.8% from $15.3M at December 31, 2025 to $27.7M at March 31, 2026.
• · Stockholders' deficit and redeemable convertible preferred stock decreased 19.2% from $133.6M at December 31, 2025 to $108.0M at March 31, 2026.

03-06-2026

Coca-Cola Europacific Partners plc (CCEP) disclosed the grant of Performance Share Units (PSUs) to two PDMRs: CEO Damian Gammell (109,856 PSUs) and CCO Stephen Lusk (1,568 PSUs) under the company's Long-Term Incentive Plan. The awards have a zero exercise price and will vest on March 26, 2029, subject to continued service and performance conditions. No financial results or period-over-period comparisons are included in this filing.

• · The PSUs have a grant price of USD $0 per share.
• · The transaction date is June 3, 2026.
• · The PSUs vest on March 26, 2029.
• · The transactions took place outside of a trading venue.