US SEC Filings Daily Market Digest — July 07, 2026

07-07-2026

Getty Images Holdings, Inc. terminated its merger agreement with Shutterstock, Inc. on July 7, 2026, after the Board unanimously decided not to proceed with a required CMA-mandated sale of Shutterstock's editorial business and allowed the Second Extended End Date to pass on July 6, 2026. Following termination, Getty Images will redeem its outstanding 10.500% senior secured notes due 2030. The filing does not disclose any financial performance metrics, so no period-over-period comparisons are available.

• · The merger agreement was originally entered into on January 6, 2025.
• · The Board of Directors unanimously resolved on June 30, 2026, not to proceed with the sale of Shutterstock's editorial business under CMA supervision.
• · The Second Extended End Date under the Merger Agreement was July 6, 2026.
• · Termination notice was delivered to Shutterstock on July 7, 2026, effective upon delivery.
• · Getty Images' 10.500% senior secured notes due 2030 will be redeemed following termination.

07-07-2026

China Yuchai International Limited filed a 6-K with the SEC on July 7, 2026, announcing its notice of Annual General Meeting (AGM). The filing includes a press release and a proxy card. No financial results or material business updates were provided.

• · Filing type: 6-K
• · Exhibits include press release (99.1) and proxy card (99.2)
• · Commission file number: 1-13522

07-07-2026

Tower Semiconductor announced it will release its second quarter 2026 earnings on August 4, 2026, and hold a conference call the same day to discuss results and third quarter guidance. The filing provides no actual financial data, only the schedule for the upcoming earnings announcement.

• · Earnings release and conference call scheduled for August 4, 2026 at 10:00 a.m. Eastern Time.
• · Conference call will include third quarter 2026 guidance.
• · Replay available for 90 days.
• · Tower Semiconductor owns facilities in Israel (200mm), U.S. (two 200mm), Japan (200mm and 300mm via 51% stake in TPSCo), and shares a 300mm facility in Italy with STMicroelectronics.

07-07-2026

Regal Partners Funds Management Pty Ltd and Regal Partners Ltd filed an amended Schedule 13G with the SEC on July 7, 2026, disclosing beneficial ownership of 45,215,626 ordinary shares of Opthea Ltd, representing 3.31% of the outstanding shares. The filing indicates no change in ownership from the prior period, with the same share count and percentage reported as of June 30, 2026.

• · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(b), indicating passive investment intent.
• · No American Depositary Shares were held; all 45,215,626 shares are ordinary shares.
• · The beneficial ownership percentage remained unchanged at 3.31% as of June 30, 2026.
• · Both Regal Partners Funds Management Pty Ltd and Regal Partners Limited reported identical share counts and percentages.

07-07-2026

Korea Electric Power Corporation (KEPCO) announced the appointment of Mr. Choi, Hoe-Yong as a non-standing director, effective July 7, 2026, replacing former director Mr. Kang, Hoon. Mr. Choi, a certified tax accountant, will serve a two-year term ending July 6, 2028. The filing contains no financial results or operational metrics.

• · Mr. Choi, Hoe-Yong was appointed by the Minister of the Ministry of Finance and Economy.
• · His term runs from July 7, 2026 to July 6, 2028.
• · He is a Representative Certified Tax Accountant at Hangil Tax & Accounting Office.
• · Previous role: Policy Advisory Committee Member, Presidential Committee on Autonomy and Decentralization.

07-07-2026

Artificial Intelligence Technology Solutions Inc. (AITX) filed an 8-K on July 7, 2026, announcing a press release titled 'AITX Combines Autonomous Mobility with Agentic AI for Physical Security.' The filing is furnished under Item 8.01 and includes the press release as Exhibit 99.1. No financial metrics or period-over-period comparisons were provided in this filing.

• · The press release is attached as Exhibit 99.1 and is furnished, not filed, under the Exchange Act.
• · The filing is dated July 7, 2026, and the press release was issued on the same date.
• · No financial data, revenue figures, or performance metrics were disclosed in this 8-K.

07-07-2026

Mitsubishi UFJ Financial Group, Inc. (MUFG) filed its Annual Report on Form 20-F for the fiscal year ended March 31, 2026, with the U.S. SEC on July 6, 2026. The report includes audited consolidated financial statements prepared under U.S. GAAP. No specific financial figures or performance metrics were disclosed in this filing.

• · Annual Report filed on July 6, 2026, for fiscal year ended March 31, 2026.
• · Financial statements prepared under U.S. GAAP.
• · Report available on MUFG's website and free hard copies upon request.

07-07-2026

Alterity Therapeutics Ltd announced that FDA meeting minutes confirm a registrational path for its drug candidate ATH434. This regulatory milestone provides a clear pathway toward potential approval, but the company remains a development-stage enterprise with no approved products or revenue.

• · The company is a development-stage enterprise with no approved products or revenue.
• · The FDA meeting minutes confirm a registrational path for ATH434.

07-07-2026

Liquidity Services, Inc. announced the retirement of Chief Human Resources Officer Novelette Murray, effective July 6, 2026, and the appointment of Karen Fascenda as her successor on the same date. The change was disclosed in a press release furnished as an exhibit to the Form 8-K.

• · The press release is furnished as Exhibit 99.1 and incorporated by reference.
• · The effective date of both the retirement and appointment is July 6, 2026.

07-07-2026

Shell plc disclosed that its PDMRs, including CEO Wael Sawan, acquired dividend shares on July 2, 2026 following the Q1 2026 interim dividend paid June 29, 2026. The transactions were routine automatic reinvestments, with no market-based buys or sales, and no period-over-period comparisons to report.

• · Dividend shares were acquired on July 2, 2026, at varying prices (EUR 33.9265 per ordinary share, GBP 28.87677 per ordinary share, USD 78.03 per ADS).
• · Transactions took place on the Amsterdam and London exchanges.
• · CEO Wael Sawan received the largest block: 3,131.40275 ordinary shares (EUR) and 2,504.94524 ordinary shares (GBP).
• · Sinead Gorman received 3,325.58192 ordinary shares (GBP).

07-07-2026

Highlander Silver Corp. filed a Form 6-K with the SEC on July 7, 2026, attaching a press release dated the same day. The filing is a routine foreign issuer report under Rule 13a-16 or 15d-16, with no financial results or material operational updates disclosed in the filing itself.

• · The filing is a Form 6-K for the month of July 2026.
• · Commission file number: 001-43170.
• · The registrant files annual reports under Form 40-F.
• · The press release (Exhibit 99.1) is dated July 7, 2026, but its content is not included in this filing.

07-07-2026

Titan Mining Corporation filed a Form 6-K with the SEC on July 7, 2026, submitting a press release dated the same day. The filing is a routine foreign issuer report under Rule 13a-16, with no financial results or material operational updates disclosed in the cover filing itself.

• · The filing is a Form 6-K for the month of July 2026.
• · Commission File Number: 001-42955.
• · The registrant files annual reports under Form 40-F.
• · Principal executive office address: 408 Sylvia Lake Rd, Gouverneur, New York, NY 13642.

07-07-2026

Vertex Pharmaceuticals announced the acquisition of Crinetics Pharmaceuticals for $85 per share in cash, totaling approximately $10 billion ($8.8 billion net of cash). The deal adds potential best-in-class endocrinology assets including PALSONIFY (approved once-daily oral for acromegaly, launched October 2025 with strong early uptake) and atumelnant (Phase 3 for congenital adrenal hyperplasia). Vertex expects the acquisition to accelerate revenue growth and support sustained double-digit growth, with the transaction becoming accretive to non-GAAP operating income in 2029. However, the deal carries integration risks, requires regulatory and stockholder approvals, and the pipeline assets remain subject to clinical and commercial uncertainties.

• · PALSONIFY is FDA and EMA approved; U.S. launch occurred in October 2025.
• · Atumelnant is in Phase 3 for adults and Phase 2/3 for pediatric CAH, and Phase 2 for ACTH-dependent Cushing's syndrome.
• · Crinetics has IP protection into the 2040s.
• · Crinetics was founded in 2008 and is headquartered in San Diego, CA.
• · Only ~40-50% of acromegaly patients achieve durable remission with surgery.
• · Only 18% of patients remain on injectable SRLs at ~3 years, indicating high discontinuation.
• · PALSONIFY is indicated for both treatment-naïve and switch patients.
• · Vertex expects the transaction to be accretive to non-GAAP operating income in 2029.
• · The acquisition is supported by fully committed bridge financing.

07-07-2026

City Center Advisors, LLC filed its quarterly 13F-HR for the period ending June 30, 2026, reporting a portfolio value of approximately $123.5 million across 170 holdings. The filing shows a diversified mix of equities and ETFs, with top positions in SPDR S&P 500 Growth ETF ($8.8M), SPDR S&P 500 Value ETF ($7.9M), and PIMCO Enhanced Short Maturity Active ETF ($4.8M). While the portfolio is heavily weighted toward U.S. large-cap ETFs and fixed-income products, it also includes notable holdings in technology giants like Apple ($2.1M) and NVIDIA ($1.5M), as well as smaller positions in speculative names such as Harmony Biosciences and Credo Technology Group.

• · The portfolio includes 170 holdings with a total value of $123,491,164.
• · Top holdings by market value are SPDR S&P 500 Growth ETF ($8,767,250), SPDR S&P 500 Value ETF ($7,934,791), and PIMCO Enhanced Short Maturity Active ETF ($4,795,997).
• · Notable individual stock positions include Apple Inc. ($2,059,441), NVIDIA Corporation ($1,494,493), Broadcom Inc. ($1,049,140), and Eli Lilly & Co. ($1,019,655).
• · The filing was signed by Aryn Sands as Agent for City Center Advisors, LLC.
• · The portfolio is heavily weighted toward ETFs, particularly those tracking U.S. large-cap indices and fixed-income strategies.

07-07-2026

Spring Valley Acquisition Corp. III shareholders approved the business combination with General Fusion Inc., a fusion energy company, on July 6, 2026. The combined company, to be renamed General Fusion Group Ltd., is expected to begin trading on Nasdaq under ticker 'GFUZ' on or about July 10, 2026, subject to regulatory approvals. This milestone positions General Fusion as the first publicly traded pure-play fusion company, though the transaction remains subject to closing conditions and regulatory approvals.

• · General Fusion was established in 2002 and is headquartered in Vancouver, Canada.
• · LM26 is the first MTF demonstration machine built at commercially relevant scale, operating at 50% commercial-scale diameter.
• · LM26 aims to achieve plasma heating to 1 keV (10 million degrees Celsius), then 10 keV (100 million degrees Celsius), and ultimately the Lawson criterion for net fusion energy.
• · Spring Valley vehicles have raised $920 million in four IPOs over the past 5 years.
• · Spring Valley I completed a business combination with NuScale Power Corporation (small modular reactor technology).
• · Spring Valley II completed a business combination with Eagle Nuclear Energy Corp. (uranium deposit rights).

07-07-2026

MOULTON WEALTH MANAGEMENT, INC filed its quarterly 13F-HR for the period ending June 30, 2026, reporting 66 equity holdings with a total market value of approximately $152.1 million. The portfolio is heavily weighted toward fixed-income and floating-rate ETFs, with the top positions including SPDR Series Trust ST STR P500ETF ($18.3M), iShares TR TRS FLT RT BD ($13.7M), and WisdomTree TR FLOATNG RAT TREA ($13.5M), reflecting a defensive, income-oriented strategy. No period-over-period comparisons are available in this initial filing, so performance trends cannot be assessed.

• · The portfolio includes a significant allocation to floating-rate and short-term bond ETFs, suggesting a focus on interest rate risk management.
• · Gold and precious metals exposure is notable, with holdings in SPDR Gold TR ($2.0M), iShares Gold TR ($0.5M), iShares Silver TR ($1.2M), and ProShares ULTRASHORT GOLD ($4.3M).
• · The largest single equity position is SPDR Series Trust ST STR P500ETF at $18.3M, representing about 12% of total portfolio value.
• · No individual stock holdings exceed $2M; the largest single stock is Exxon Mobil Corp at $1.86M.
• · The filing indicates all shares are held with sole voting and dispositive power.

07-07-2026

Paul R. Ried Financial Group, LLC filed its quarterly 13F-HR for the period ending June 30, 2026, reporting total holdings of approximately $228.9 million across 47 equity positions. The portfolio is heavily weighted toward ETFs, with the top holdings including the MFS Active Value ETF ($32.5M), Sprott Critical Materials ETF ($28.8M), and Goldman Sachs ActiveBeta ETFs, while also holding individual stocks such as Microsoft ($19.4M), Apple ($8.0M), and Amazon ($3.3M). The filing reflects a diversified, multi-asset strategy with a tilt toward value, commodities, and technology.

• · The portfolio includes a small speculative position in MicroVision Inc (10,000 shares valued at $3,270), representing a minimal allocation.
• · Commodity exposure is significant through multiple ETFs: abrdn Physical Precious Metals Basket ($14.6M), abrdn Physical Silver Shares ($0.43M), abrdn Physical Platinum Shares ($0.14M), SPDR Gold Trust ($0.20M), and SPDR Gold MiniShares ($2.5M).
• · The largest single stock holding is Microsoft at $19.4M (52,068 shares), followed by Apple at $8.0M (27,727 shares) and Boeing at $4.4M (20,543 shares).
• · The portfolio includes a managed futures strategy via the IMGP DBI Managed Futures ETF ($0.20M, 6,697 shares).
• · All positions are reported as sole voting and dispositive authority.

07-07-2026

Founder Group Ltd (FGL) filed a 6-K report on July 7, 2026, outlining conditions for a securities purchase agreement, including delivery of documents and certificates, immediate resale availability of purchase shares, and a minimum stockholder equity requirement of $3,000,000. The filing focuses on transactional conditions rather than financial results or operational performance.

• · The filing references a Pre-Paid Purchase agreement, indicating a structured financing arrangement.
• · Condition (u) requires that Purchase Shares be available for immediate resale in the investor's brokerage account.
• · Condition (v) mandates stockholder equity of at least $3,000,000 as per the most recent Periodic Report.

07-07-2026

Elong Power Holding Ltd. (ELPW) filed an F-1 registration statement with the SEC on July 6, 2026, for an initial public offering of Class A ordinary shares, common warrants, and pre-funded warrants. The company is a Cayman Islands exempted company and a foreign private issuer, electing to follow home country governance practices in lieu of certain Nasdaq requirements, such as independent board majority and shareholder approval for equity issuances. Investors face heightened risks including limited legal protections under Cayman Islands law, no public market for the warrants, and potential dilution from future share sales.

• · The company elected to follow Cayman Islands home country practice in lieu of Nasdaq Rule 5635(c) (shareholder approval for equity compensation plans) and Rule 5635(d) (shareholder approval for certain dilutive issuances).
• · Elong may lose foreign private issuer status if >50% of voting securities are held by U.S. residents and a majority of directors/officers are U.S. citizens, which would impose additional SEC reporting and compliance costs.
• · The exclusive forum for U.S. federal securities law claims is the U.S. District Court for the Southern District of New York, which may increase shareholder litigation costs.
• · Common Warrants and Pre-Funded Warrants will not be listed on any exchange, limiting their liquidity.
• · Shares sold in the offering will be freely tradable; existing shareholders are subject to a 90-day lock-up from closing.

07-07-2026

Element Solutions Inc announced a combination with Solstice Advanced Materials, a company that spun out of Honeywell in late 2025. The transaction will create a scaled advanced materials platform with complementary capabilities in electronics, specialty chemicals, and refrigerants, targeting secular trends like AI, semiconductor demand, and data center growth. While the deal is positioned as transformative, it introduces uncertainty for employees and will not close until the first half of 2027, with Element's CEO Ben Gliklich stepping away from day-to-day management.

• · The transaction is expected to close in the first half of 2027.
• · Until closing, Element Solutions and Solstice will continue to operate as separate companies.
• · Ben Gliklich will step away from day-to-day management but remain on Solstice's Board of Directors alongside two other existing ESI board members.
• · A virtual town hall meeting was scheduled for July 6, 2026 at 9:30 AM ET.
• · Solstice Advanced Materials spun out of Honeywell late last year (2025).

07-07-2026

Laird Superfood, Inc. filed an 8-K/A to provide historical financial statements of Terrasoul Superfoods, LLC, which it has acquired. Terrasoul's net sales grew 26.4% YoY to $65.8M in 2025, with net income essentially flat at $3.7M. However, the company generated negative operating cash flow of -$2.3M in 2025, compared to positive $0.1M in 2024, and its members' deficit deepened to -$2.5M.

• · Terrasoul's operating cash flow turned sharply negative in 2025 at -$2.3M, compared to +$0.1M in 2024, driven by a $6.0M increase in inventory.
• · The revolving line of credit more than tripled to $5.6M as of December 31, 2025, from $1.8M a year earlier.
• · Members' deficit grew 40% to -$2.5M, reflecting cumulative distributions exceeding retained earnings.
• · Selling, general and administrative expenses rose 35.6% YoY to $12.8M, outpacing sales growth.
• · Interest expense increased 72.4% YoY to $0.4M due to higher debt levels.
• · The company's Fort Worth, Texas facility serves as its manufacturing and fulfillment hub.

07-07-2026

JBGlobal.com LLC filed its quarterly 13F-HR report for the period ending June 30, 2026, disclosing a portfolio of 32 equity and ETF holdings with a total market value of approximately $114.3 million. The filing shows a diversified mix of large-cap U.S. stocks, sector ETFs, and fixed-income ETFs, with the largest positions in short-term corporate bond ETFs (Vanguard Short-Term Corporate Bond ETF and iShares 1-5 Year Investment Grade Corporate Bond ETF) and a U.S. large-cap value ETF (Schwab U.S. Large-Cap Value ETF). No significant changes from the prior quarter are explicitly noted in the filing, but the portfolio appears heavily weighted toward fixed-income and value-oriented strategies.

• · The largest single holding by market value is the Vanguard Short-Term Corporate Bond ETF at $24.1 million (304,996 shares).
• · The second-largest holding is the iShares 1-5 Year Investment Grade Corporate Bond ETF at $20.1 million (383,615 shares).
• · The Schwab U.S. Large-Cap Value ETF is the third-largest position at $19.3 million (555,333 shares).
• · The portfolio includes 13 individual stock positions and 19 ETF positions.
• · All holdings are listed with sole voting and dispositive power.

07-07-2026

Standard Lithium Ltd. filed a Form 6-K with the SEC on July 7, 2026, attaching a press release dated July 3, 2026. The filing is a routine report of a foreign private issuer and does not contain any financial results or material quantitative data.

• · Filing date: July 7, 2026
• · Press release date: July 3, 2026
• · Commission file number: 001-40569
• · Registrant files annual reports under Form 40-F

07-07-2026

GameStop Corp. disclosed that on July 6, 2026, board member Larry Cheng discussed in a YouTube interview the company's unsolicited ~$56 billion bid to acquire eBay, which was rejected by eBay's board. Cheng highlighted GameStop's strong balance sheet, profitability, and openness to transformative deals, while noting that CEO Ryan Cohen is the best spokesman for the company's plans. The filing also reveals GameStop holds 4,343,725 eBay shares directly and has economic exposure to an additional 39,046,658 shares through put/call option pairs, with the HSR Act condition satisfied on June 3, 2026, allowing potential physical settlement.

• · GameStop's board member Larry Cheng stated the company is 'quite profitable' and has a 'very strong foundational business'.
• · The proposed $56B bid was rejected by eBay's board.
• · GameStop's put/call option pairs expire February 23, 2028, and were initially cash-settleable only; physical settlement became possible after HSR Act condition was met on June 3, 2026.
• · GameStop does not have voting or dispositive power over the option shares unless physically settled.
• · The filing includes standard forward-looking statements and risk factors regarding the potential transaction.

07-07-2026

Launch One Acquisition Corp. issued 5,749,999 Class A ordinary shares to its sponsor upon conversion of Class B shares on July 6, 2026, leaving 28,749,999 Class A shares outstanding. The company is also pursuing an extension of its business combination deadline from July 15, 2026 to January 15, 2027, and plans to enter non-redemption agreements with shareholders to increase the likelihood of approval and preserve trust account funds. The filing does not provide financial performance data, but the extension effort highlights ongoing challenges in completing a merger within the original timeframe.

• · The conversion was exempt from registration under Section 3(a)(9) of the Securities Act.
• · The Class A shares issued are subject to the same restrictions as the prior Class B shares, including transfer restrictions, waiver of redemption rights, and an obligation to vote in favor of an initial business combination.
• · The EGM is scheduled to vote on the Extension Amendment Proposal; shareholders of record as of May 15, 2026 were mailed the proxy statement on or about June 12, 2026.
• · Non-Redemption Agreements will terminate upon failure of shareholders to approve the extension, fulfillment of obligations, company liquidation/dissolution, mutual agreement, or if an investor exercises redemption rights or fails to vote in favor.

07-07-2026

News Corporation filed an 8-K on July 7, 2026, to disclose its ongoing stock repurchase program, under which it is authorized to buy back up to $1 billion in aggregate of its Class A and Class B common stock. The filing includes daily transaction disclosures provided to the Australian Securities Exchange (ASX) as required by ASX rules. No specific repurchase activity or financial results were reported in this filing, and the company cautioned that forward-looking statements regarding repurchases are subject to market conditions and other risks.

• · The repurchase program covers both Class A Common Stock (ticker NWSA) and Class B Common Stock (ticker NWS), both listed on Nasdaq.
• · The company is required to provide daily repurchase transaction disclosures to the ASX under ASX rules.
• · The filing includes two exhibits (99.1 and 99.2) containing information provided to the ASX on specific dates, but their content is not detailed in the filing.
• · The company disclaims any obligation to update forward-looking statements except as required by law.

07-07-2026

INLIF Ltd filed a 6-K with the SEC on July 7, 2026, containing extracts from its Articles of Association covering director powers, meetings, and dividend policies. The filing is purely procedural and contains no financial data, operational updates, or material business developments.

• · The filing includes articles on alternate directors, director powers, delegation, meetings, permissible interests, minutes, accounts, record dates, and dividends.
• · Dividends may be declared out of share premium account with an Ordinary Resolution (Article 23.2).
• · Directors may declare interim dividends or recommend final dividends if justified by the company's financial position (Article 23.4).
• · Forfeiture of shares is permitted if a call notice is not complied with (Article 5.12).

07-07-2026

Nouveau Monde Graphite Inc. (NMG) filed a Form 6-K with the SEC on July 7, 2026, incorporating by reference news releases dated July 1, 2026, April 1, 2026, and a Material Change Report dated April 17, 2026. The filing was signed by Vice President Josée Gagnon. No specific financial results or performance metrics were disclosed in the filing itself.

• · The filing incorporates by reference NMG's Registration Statement on Form F-10 (File No. 333-291778).
• · Documents filed include a News Release dated July 1, 2026, a News Release dated April 1, 2026, and a Material Change Report dated April 17, 2026.

07-07-2026

Wheaton Precious Metals Corp. filed a Form 6-K with the SEC on July 6, 2026, attaching a news release dated the same day. The filing is a routine foreign issuer report and does not contain any financial results or quantitative data.

• · The filing is a Form 6-K under Rule 13a-16 or 15d-16.
• · The registrant files annual reports under Form 40-F.
• · The attached news release is dated July 6, 2026.

07-07-2026

FortuneX Acquisition Corporation entered into Amendment No. 1 to its Underwriting Agreement on July 1, 2026, revising terms related to its IPO, including firm and option units, deferred underwriting discount, private placement units, and administrative services. The amendment involves Polaris Advisory Partners (representative of the underwriters) and Kingswood Capital Partners LLC. No financial figures or performance metrics were disclosed in this filing.

• · Amendment No. 1 to the Underwriting Agreement was dated July 1, 2026, and filed as Exhibit 10.1.
• · The original Underwriting Agreement was dated May 21, 2026.
• · The amendment revises provisions regarding Firm Units, Option Units, deferred underwriting discount, private placement units, administrative services, offering expenses, Representative's right of first refusal, and trust account acknowledgements.
• · The filing includes a Cover Page Interactive Data File (Inline XBRL).

07-07-2026

Cooper Investors Pty Ltd filed its quarterly 13F-HR report for the period ending June 30, 2026, disclosing 39 equity holdings with a total market value of approximately $217.8 million. The portfolio is diversified across sectors including technology, financials, energy, and consumer discretionary, with top holdings in Pershing Square USA, Ltd. ($15.3M), Shenandoah Telecommunications Company ($14.0M), and Uber Technologies, Inc. ($13.9M). The filing reflects the firm's investment positions as of the end of the quarter, with no prior-period comparison available in this filing.

• · Top 5 holdings by value: Pershing Square USA, Ltd. ($15.3M), Shenandoah Telecommunications Company ($14.0M), Uber Technologies ($13.9M), Liberty Media Corporation Series C ($11.1M), Liberty Media Corporation Class A ($10.8M).
• · Largest single position by shares held: Shenandoah Telecommunications Company (930,143 shares).
• · Smallest position: Silicon Motion Technology Corporation (103 shares, value $34,333).
• · No prior-period comparison data is available in this filing, so period-over-period changes cannot be calculated.

07-07-2026

Webus International Ltd. (WETO) filed a 6-K on July 7, 2026, disclosing an amendment to its at-market sales agreement with Chaince Securities, LLC, dated July 6, 2026. The filing also includes a legal opinion and consent from Ogier (Cayman) LLP. No financial results or operational metrics were provided in this filing.

• · Amendment No. 1 to At Market Sales Agreement was executed on July 6, 2026.
• · The agreement is between Wetour Robotics Limited (a subsidiary) and Chaince Securities, LLC.
• · Legal opinion and consent from Ogier (Cayman) LLP are included as exhibits.

07-07-2026

Vroom, Inc. announced an amendment to its warehouse credit facility on June 30, 2026. The amendment extends the commitment termination date from July 2, 2026 to June 2, 2027, and modifies financial covenants, including increasing the maximum permitted leverage ratio and maximum advance rate, while simplifying the minimum tangible net worth threshold. In connection with this amendment, Vroom Finance Holdings LLC entered into a performance guaranty for obligations under the facility.

• · Amendment No. 29 modifies the warehouse credit facility originally dated November 19, 2013.
• · The amendment increases the maximum permitted leverage ratio and the maximum advance rate.
• · The minimum tangible net worth threshold is simplified and reduced.
• · The performance trigger framework has been updated.
• · Vroom Finance Holdings LLC provided a Performance Guaranty for the facility obligations.

07-07-2026

Petrobras received two additional installments totaling R$ 2.7 billion under the Diesel Economic Subvention Program, covering periods from April 20 to May 15, 2026. The total received under the program to date is approximately R$ 4.7 billion. This update reflects ongoing government support for diesel commercialization but does not include any operational or financial performance metrics for the company.

• · The two installments cover the periods April 20-30, 2026 (R$ 1.2 billion) and May 1-15, 2026 (R$ 1.5 billion).
• · The filing is a Form 6-K submitted to the SEC on July 6, 2026.

07-07-2026

Exyn Technologies reported Q1 2026 revenue of $1.19M, down 2.3% YoY from $1.22M, while gross profit improved 16% to $0.50M and gross margin expanded by 660 bps to 42.2%. The company completed its IPO in May 2026, raising approximately $19.4M in gross proceeds, and launched Exyn Defense to target government and defense markets; however, operating expenses rose to $3.38M (up 15%) and net loss widened to $3.24M from $2.58M in the prior-year period.

• · IPO completed in May 2026, raising ~$19.4M gross proceeds; stock trades on Nasdaq Capital Market under EXYN and EXYNW.
• · Exyn Defense launched in June 2026 as a rebrand of subsidiary Range, focusing on government/defense autonomous systems.
• · Net loss per basic and diluted share was $(2.45) in Q1 2026 vs $(1.96) in Q1 2025.
• · Cash and cash equivalents increased from $0.8M (Dec 31, 2025) to $1.1M (Mar 31, 2026) and further to $7.4M post-IPO (July 6, 2026).
• · Operating expenses rose primarily due to SG&A costs related to public company transition.

07-07-2026

Silchester International Investors LLP filed its quarterly 13F-HR report with the SEC for the period ending June 30, 2026, disclosing holdings in four companies: Coca-Cola Europacific Partners, Ryanair Holdings, Nutrien Ltd, and CRH PLC. The filing shows a total of 71476 shares of Coca-Cola Europacific Partners, 118057 American Depositary Shares of Ryanair Holdings, 678425 shares of Nutrien Ltd, and 42386 shares of CRH PLC, all held with sole voting and dispositive power.

• · All holdings are reported as of June 30, 2026.
• · Silchester International Investors LLP has sole voting and dispositive power over all disclosed shares.
• · No prior period comparison data is available in this filing.

07-07-2026

Ennis, Inc. filed supplemental proxy materials urging shareholders to vote FOR the election of director nominee Michael D. Magill, despite an ISS recommendation to vote AGAINST him on independence grounds. The Board argues that Mr. Magill satisfies NYSE independence standards (having retired on December 31, 2021, more than 4.5 years before the 2026 Annual Meeting) and will meet ISS's five-year policy guideline within months after the meeting. The Board warns that if Mr. Magill is not elected, shareholders would not be able to elect a replacement until the 2027 Annual Meeting, by which time he would already satisfy both standards.

• · ISS recommended a vote AGAINST Mr. Magill because he is a former employee and therefore should not serve on the Audit or Compensation Committees.
• · Mr. Magill retired from Ennis effective December 31, 2021.
• · Under the Company's Bylaws, if Mr. Magill does not receive the required shareholder support, no replacement director can be elected until the 2027 Annual Meeting.
• · The Board notes that the principal annual oversight responsibilities of the Audit and Compensation Committees occur during calendar year 2027, after Mr. Magill would satisfy ISS's five-year policy guideline.

07-07-2026

Purple Innovation, Inc. (PRPL) held a Special Meeting on July 2, 2026, where stockholders approved a reverse stock split (ratio 1-for-10 to 1-for-30) and an adjournment proposal. Subsequently, on July 4, 2026, the Board amended CEO Robert T. DeMartini's employment agreement to provide a $1,000,000 retention bonus vesting in three tranches through June 2027 and enhanced retirement vesting provisions for equity awards. The reverse stock split aims to maintain Nasdaq listing compliance, while the CEO retention package aligns leadership incentives with shareholder interests.

• · The reverse stock split ratio will be determined by the Board between 1-for-10 and 1-for-30.
• · The retention bonus vests 10% on Oct 31, 2026, 20% on Feb 28, 2027, and 70% on Jun 30, 2027.
• · If CEO is terminated without cause or resigns for good reason after a change in control, the entire unpaid retention bonus becomes payable.
• · Enhanced retirement provisions allow time-based RSUs to vest as if CEO remained employed for 12 additional months, and PSUs to vest pro-rata based on actual performance.
• · The retirement provisions require CEO to give at least six months' advisory notice and retire on a date agreed with the Board.
• · All compensation is subject to clawback policies and continued compliance with employment agreement covenants.

07-07-2026

Vale S.A. announced the immediate resignation of Daniel André Stieler as Chairman and member of the Board of Directors, effective July 6, 2026. Stieler had served as a board member since 2021 and as Chairman since 2023, with the company thanking him for his contributions to corporate governance and strategic decision-making. As a result, item 1 of the agenda for the Extraordinary General Meeting scheduled for July 22, 2026, has been rendered without effect, while other items remain unchanged.

• · Daniel André Stieler's resignation is effective immediately as of July 6, 2026.
• · Stieler served as a Board member since 2021 and as Chairman since 2023.
• · The Extraordinary General Meeting remains scheduled for July 22, 2026, with only item 1 of the agenda affected.

07-07-2026

Quantum Cyber N.V. (formerly Mainz Biomed N.V.) disclosed the appointment of Peter O'Rourke as President of its wholly owned subsidiary Quantum Drones Corp., effective July 1, 2026, with a monthly base salary of $20,833.33 (reduced to $16,666.67 for the remainder of 2026 due to prior director compensation) and stock options for 112,859 ordinary shares at $1.45 per share. Additionally, Louis Buffalino was appointed as an independent director and to the Audit, Compensation, and Nominating and Corporate Governance Committees, effective July 1, 2026. The filing reflects a shift in focus from the company's former pharmaceutical operations to drone manufacturing, but no financial performance data is provided.

• · Louis Buffalino previously served as Senior Vice President at Cushman & Wakefield (2012-2024) and chaired the Nominating and Governance Committee at Blink Charging Inc. (2019-2024).
• · O'Rourke's principal work location is 10232 Brittenford Dr., Vienna, VA 22182, with a role at the Company's Bridgeport, Connecticut factory.
• · The employment agreement includes customary non-competition, non-solicitation, and non-disparagement provisions.
• · Severance upon termination without cause is one month of base salary continuation plus accrued obligations.
• · The company changed its name from Mainz Biomed N.V. to Quantum Cyber N.V. in November 2021.

07-07-2026

Pacific Airport Group (GPAEF) reported a 5.1% decline in total terminal passengers for June 2026 versus June 2025, with 4,916.5 thousand passengers compared to 5,179.8 thousand. The first half of 2026 also saw a 5.6% drop to 30,354.9 thousand passengers. While Guadalajara showed modest growth (+6.0% in June), most airports experienced declines, with Montego Bay (-23.4%), Puerto Vallarta (-18.7%), and Los Cabos (-9.7%) leading the downturn.

• · International passengers fell 9.1% in June 2026 and 9.5% in the first half of 2026, significantly worse than domestic declines of 1.9% and 2.4% respectively.
• · Puerto Vallarta saw the steepest drop among major airports, with international passengers down 33.4% in June 2026 vs June 2025.
• · Morelia was a bright spot, with total passengers up 17.5% in June 2026 and 12.0% in the first half, driven by strong international growth (+27.7% in June).
• · Tijuana total passengers declined 4.6% in June and 7.6% in the first half, with international traffic down 10.6% year-to-date.
• · Montego Bay (Jamaica) continued its sharp decline, with total passengers down 23.4% in June and 26.7% in the first half.

07-07-2026

Molecular Partners AG filed a Form 6-K with the SEC on July 7, 2026, attaching a press release dated July 6, 2026. The filing is a routine foreign issuer report for the month of July 2026, signed by CEO Patrick Amstutz. No financial figures or performance metrics were disclosed in the filing itself.

• · Filing type: Form 6-K (Report of Foreign Private Issuer)
• · Commission file number: 001-40488
• · Address: Wagistrasse 14, 8952 Zurich-Schlieren, Switzerland
• · The press release is incorporated by reference as Exhibit 99.1

07-07-2026

KKR Enhanced US Direct Lending Fund-L Inc. declared a dividend of $9.04 per share on its common shares, payable on or about July 31, 2026 to shareholders of record as of June 30, 2026. The filing contains no prior-period dividend data for comparison, so no period-over-period analysis is possible.

• · Dividend record date: June 30, 2026
• · Dividend payment date: on or about July 31, 2026
• · Filing date: July 7, 2026
• · Company is an emerging growth company

07-07-2026

Picard Medical, Inc. filed an amendment to its Form 8-K to correct the committee appointments of newly appointed director Dr. Joe Xiao. Dr. Xiao was appointed to the Board on June 23, 2026, and will serve on the Compensation Committee and the Nominating and Corporate Governance Committee. The filing is a procedural correction and contains no financial results or material operational changes.

• · The original 8-K was filed on June 26, 2026; this amendment corrects Dr. Xiao's committee assignments.
• · Dr. Xiao will serve on the Compensation Committee and the Nominating and Corporate Governance Committee.
• · Dr. Xiao entered into the Company's standard indemnification agreement for directors.
• · Dr. Xiao's compensation follows the non-employee director compensation policy described in the proxy statement filed June 15, 2026.
• · No transactions or relationships requiring disclosure under Item 404(a) of Regulation S-K exist between Dr. Xiao and the Company.

07-07-2026

Deschutes Parent, Inc. (now Digimarc Corp) filed an S-3 shelf registration statement on July 6, 2026, enabling future offerings of its common stock, preferred stock, and other securities. The company had 22,406,927 common shares outstanding as of June 30, 2026, with its stock listed on the Nasdaq under symbol "DMRC." Net proceeds from any offering will be used for working capital and general corporate purposes, including capital expenditures, acquisitions, or share repurchases, but the filing provides no current-period financial performance data to compare against prior periods.

• · The filing incorporates by reference the company's 2025 Annual Report on Form 10-K and the quarterly report on Form 10-Q for the quarter ended March 31, 2026.
• · Deschutes Parent, Inc. appears to be a holding company for Digimarc Corp; the stock trades under the symbol "DMRC" on the Nasdaq Global Market.
• · The company has three series of preferred stock: 10,000 shares of Series A Redeemable Nonvoting Preferred (issued and outstanding), 500,000 shares of Series R Participating Cumulative Preferred (none outstanding), and 1,990,000 shares of undesignated preferred stock authorized.
• · Oregon Control Share Act and Oregon Business Combination Act may restrict voting rights and business combinations with significant shareholders—this is a risk factor relevant to potential investors.
• · There are no period-over-period financial performance comparisons in this shelf registration filing.

07-07-2026

Banco Santander (Brasil) S.A. issued financial bills with a subordination clause totaling R$ 1.386.600.000,00 (approximately $1.4B USD) to strengthen its Level II Reference Equity. The bills have a 10-year maturity with a repurchase option starting in 2031, and are authorized under BCB Resolution No. 122. This capital management move is neutral to slightly positive, as it bolsters regulatory capital without immediate negative implications.

• · The financial bills will be used to compose Level II of the Company's Reference Equity (RP).
• · Maturity is ten (10) years with a repurchase option as of 2031.
• · Issuance was conducted through negotiations with private investors.
• · Authorized under BCB Resolution No. 122, dated August 2, 2021.

07-07-2026

Kopion Asset Management, LLC filed its Q2 2026 13F-HR disclosing $15.82 million in U.S. equity holdings as of June 30, 2026, across 21 positions. The largest holdings include Varonis Systems ($16.0M), Certara ($12.2M), Magnite ($12.8M), and NICE Ltd. ADR ($13.3M). No quarter-over-quarter comparison data was provided in this initial filing, preventing period-over-period analysis.

• · The filing was submitted on July 7, 2026, for the period ending June 30, 2026.
• · All 21 positions are held with sole voting and dispositive power; no shared positions were reported.
• · Holdings are concentrated in technology and industrial sectors, with top positions in software, IT services, and ad-tech.
• · No quarter-over-quarter comparison data is available because this appears to be an initial filing with no prior 13F data included.

07-07-2026

CenturyLink Investment Management Co filed its quarterly 13F-HR for the period ending June 30, 2026, disclosing holdings in iShares and BlackRock ETFs. The filing shows a total of three equity positions with a combined market value of approximately $129 million, all held with sole voting and dispositive power.

• · All three holdings are held with sole voting and dispositive power (no shared or non-dispositive authority).
• · The largest position by value is iShares TR (464287440) at $70,596,505 (746,500 shares).
• · The filing was signed by Shane Matson, VP-Investments / Operations, on July 6, 2026.

07-07-2026

Solstice Advanced Materials Inc. announced an agreement to acquire Element Solutions Inc, a global specialty chemicals technology company, for an undisclosed amount. The transaction is expected to close in the first half of 2027, subject to shareholder and regulatory approvals. The combined company will operate as Solstice Advanced Materials, led by CEO David Sewell, with no immediate changes to employee roles or compensation.

• · Transaction expected to close in first half of 2027.
• · Combined company to be named Solstice Advanced Materials, led by CEO David Sewell.
• · No immediate changes to roles, compensation, or benefits for employees.
• · Integration planning will begin before close, but companies remain separate until then.
• · Solstice's existing businesses (refrigerant solutions, thermal management, electronics, nuclear fuel conversion) remain core.