US SEC Filings Daily Market Digest — July 23, 2026

23-07-2026

Alphabet Inc. filed an S-8 Registration Statement with the SEC on July 22, 2026, to register shares under its Amended and Restated 2021 Stock Plan. The filing is a routine administrative step for employee equity compensation and does not contain any financial results or material business changes.

• · The S-8 was signed by CEO Sundar Pichai, CFO Anat Ashkenazi, and Principal Accounting Officer Marsida Saraci.
• · The filing incorporates by reference the Amended and Restated 2021 Stock Plan, which was previously filed with the SEC on June 11, 2026.
• · The registration statement includes exhibits such as legal opinions from Cleary Gottlieb Steen & Hamilton LLP and consent from Ernst & Young LLP.
• · The filing date is July 22, 2026, and it was submitted to the SEC on July 23, 2026.

23-07-2026

Tesla reported Q2 2026 revenue of $28.236B, up 25.5% YoY from $22.496B, driven by strong automotive sales growth (+26.7% to $20.006B) and services & other revenue (+50.4% to $4.581B). However, net income attributable to common stockholders declined 4.9% YoY to $1.114B from $1.172B, and operating income fell sharply 56.9% to $398M from $923M, as operating expenses grew 47.3% YoY. Automotive regulatory credits revenue dropped 66.7% to $146M.

• · Total assets grew 7.8% to $148.524B from $137.806B at year-end 2025.
• · Total liabilities increased 11.0% to $61.005B from $54.941B.
• · Cash and cash equivalents decreased 7.8% to $15.219B from $16.513B.
• · Property, plant and equipment, net rose to $47.255B from $40.643B.
• · Digital assets declined to $674M from $1.008B.
• · Inventory increased to $13.752B from $12.392B.
• · Accounts receivable decreased to $4.087B from $4.576B.
• · Stock-based compensation for Q2 2026 was $1.222B vs $692M in Q2 2025.
• · For the six months ended June 30, 2026, total revenues were $50.623B vs $41.831B in the prior year period.
• · Six-month net income attributable to common stockholders was $1.591B vs $1.581B, essentially flat.
• · Six-month basic EPS was $0.49 in both periods; diluted EPS was $0.45 in both periods.
• · Automotive leasing revenue declined 16.3% YoY to $364M from $435M.
• · Interest income increased to $422M from $392M.
• · Other income, net surged to $590M from $320M.
• · Provision for income taxes decreased to $201M from $359M.

23-07-2026

Woodside Energy Group Ltd filed a Form 6-K with the SEC on July 23, 2026, attaching an ASX announcement titled 'Sustainability Focus Session 2026 Transcript'. The filing provides a transcript of the company's sustainability-focused investor session, detailing its environmental and social initiatives. No financial results or material operational changes were disclosed in this filing.

• · The filing is a transcript of a sustainability focus session, not a financial or operational update.
• · No specific sustainability targets, metrics, or financial figures were provided in the 6-K cover.

23-07-2026

On July 23, 2026, KB Financial Group Inc.'s board declared a quarterly cash dividend of KRW 1,155 per common share, totaling KRW 405,527,558,205 based on an assumed 351,106,111 outstanding shares. The record date is August 7, 2026 (Korea local time) and payment is expected within one month of the board resolution; however, the total dividend amount will be adjusted for the actual number of outstanding shares following treasury share acquisitions disclosed in a related Form 6-K dated July 23, 2026.

• · Record date for the dividend: August 7, 2026 (Korea local time).
• · Payment is expected within one month following the board resolution date (i.e., within one month after July 23, 2026).
• · The stated total dividend amount (KRW 405,527,558,205) is subject to adjustment based on the actual number of outstanding shares due to acquisition of treasury shares disclosed in a separate Form 6-K titled “Resolution to Enter into a Trust Agreement for the Acquisition of Treasury Shares” dated July 23, 2026.

23-07-2026

Comcast reported Q2 2026 results with consolidated revenue declining 1.2% to $29.94B, while pro forma revenue (excluding the Versant and Sky Germany separations) grew 4.7% to $29.57B. Net income attributable to Comcast fell 68.3% to $3.53B, largely due to a $9.4B gain from the Hulu sale in the prior-year period. Adjusted EBITDA declined 13.4% to $8.90B, and on a pro forma basis it fell 5.3% to $8.92B. The company generated $4.6B in free cash flow and returned $2.1B to shareholders, but announced a pause in share repurchases as it works toward the tax-free spin-off of NBCUniversal and Sky. Positives included record wireless net additions of 448,000 lines (total 10.2M), Peacock achieving its first quarterly profit ($189M EBITDA), and strong Studios performance. However, domestic broadband customer losses continued (167,000 net losses), video customers declined by 280,000, and Theme Parks EBITDA fell 5.1%.

• · Capital expenditures increased 8.3% to $2.9B, with Connectivity & Platforms capex up 19.9% to $2.3B.
• · Content & Experiences capex decreased 20.4% to $584M, primarily due to the opening of Epic Universe in May 2025.
• · Share repurchase program paused effective June 29, 2026, as the company works through the separation of its businesses.
• · International residential connectivity customer relationships decreased by 64,000 in Q2 2026 (vs. 102,000 decline in Q2 2025).
• · Domestic broadband revenue declined 5.5% due to lower average rates and fewer customers.
• · Video revenue declined 7.8% driven by a 280,000 net loss in video customers.
• · Advertising revenue in Residential Connectivity & Platforms increased 1.1%, driven by higher domestic political advertising and advanced advertising, partially offset by lower nonpolitical and international advertising.
• · Media revenue excluding FIFA World Cup grew 15.6%.
• · Studios content licensing revenue was flat (-0.3%), with lower film studio licensing offset by higher television studio licensing.
• · Theme Parks revenue increased 2.7% but EBITDA declined 5.1% due to higher operating costs, particularly at domestic parks.
• · International parks revenue declined, partially offsetting the Orlando Epic Universe-driven growth.
• · Peacock revenue was $1.9B in Q2 2026 vs. $1.2B in Q2 2025.
• · The Super Mario Galaxy Movie franchise cumulative worldwide box office surpassed $2B year-to-date.
• · Obsession became Focus Features' highest-grossing film in history with over $400M worldwide box office year-to-date.

23-07-2026

Allegion plc reported strong Q2 2026 results with net revenues of $1,151.5M, up 12.7% YoY from $1,022.0M, and net earnings of $184.6M, up 15.6% from $159.7M. However, total comprehensive income declined sharply to $177.9M from $250.4M in the prior-year quarter, and operating cash flow for the first half fell to $299.7M from $314.2M. The company also increased share repurchases to $160.6M in H1 2026 versus $80.0M in H1 2025.

• · Net revenues for H1 2026 were $2,185.1M, up from $1,963.9M in H1 2025 (11.3% increase).
• · Operating income for Q2 2026 was $254.7M, up from $219.7M in Q2 2025 (15.9% increase).
• · Interest expense remained nearly flat at $24.8M in Q2 2026 vs $24.6M in Q2 2025.
• · Other expense (income), net swung to an expense of $2.0M in Q2 2026 from income of $5.3M in Q2 2025.
• · Provision for income taxes increased to $43.3M in Q2 2026 from $40.7M in Q2 2025.
• · Total equity increased to $2,118.6M at June 30, 2026 from $2,067.6M at December 31, 2025.
• · Capital expenditures were $38.9M in H1 2026, nearly unchanged from $38.8M in H1 2025.
• · Net cash used in financing activities increased to $217.9M in H1 2026 from $99.2M in H1 2025, driven by higher share repurchases and dividends.
• · Cash and cash equivalents decreased by $35.6M during H1 2026, compared to an increase of $153.0M in H1 2025.
• · Goodwill increased slightly to $1,925.6M at June 30, 2026 from $1,912.4M at December 31, 2025.
• · Intangible assets, net decreased to $816.2M from $826.0M due to amortization.
• · Total debt increased to $2,031.1M at June 30, 2026 from $1,980.1M at December 31, 2025.
• · The company had a net periodic pension benefit cost of $3.7M in Q2 2026 vs a net periodic pension benefit income of $0.1M in Q2 2025, primarily due to a $3.7M settlement charge in 2026.
• · Weighted-average remaining lease term for real estate was 10.2 years at June 30, 2026 vs 10.9 years at December 31, 2025.

23-07-2026

CVB Financial Corp. (CVBF) announced the appointment of Michael J. Maddox as a Director of CVBF and its subsidiary Citizens Business Bank, effective July 22, 2026. Mr. Maddox brings over 20 years of banking experience, including former CEO roles at CrossFirst Bankshares and Busey Bank. The board size increases from 10 to 11 members. No financial metrics or performance data were disclosed in this filing.

• · Mr. Maddox served as CEO of CrossFirst Bankshares from June 2020 until its merger with First Busey Corporation in March 2025.
• · He then served as President and Vice Chairman of First Busey Corporation and CEO of Busey Bank from March 2025 to January 2026.
• · CVBF is one of the ten largest bank holding companies headquartered in California with more than $20 billion in total assets.
• · The filing contains no financial results, guidance, or performance metrics.

23-07-2026

Ceragon Networks Ltd. filed a Form 6-K on July 23, 2026, reporting continued momentum in its private network business with over $10 million in Q2 bookings and selected customer contracts. The filing highlights strong demand but provides no comparative period data or other financial metrics, limiting the ability to assess overall performance.

• · The filing is a Form 6-K for July 2026, signed by CFO Ronen Stein.
• · The company highlights 'continued private network momentum' with over $10 million in Q2 bookings.
• · No prior period comparison or other financial data is provided in this filing.

23-07-2026

CEMEX SAB DE CV filed a Form 6-K on July 23, 2026, announcing its second quarter 2026 results. The filing includes a press release, detailed financial results, and an investor presentation. The company reported consolidated net sales of $4.1 billion, a 2% increase year-over-year, with operating EBITDA of $720 million, up 1% year-over-year. However, cement volumes in Mexico declined 3% year-over-year, and ready-mix volumes in the U.S. were flat, reflecting mixed regional performance.

• · The filing includes a press release, detailed financial results, and an investor presentation as exhibits.
• · Cement volumes in Mexico declined 3% year-over-year, while ready-mix volumes in the U.S. were flat.

23-07-2026

Thermo Fisher Scientific reported strong Q2 2026 results with revenue growing 10% to $11.99B, driven by 5% organic growth. GAAP diluted EPS grew 9% to $4.68 and adjusted EPS grew 13% to $6.03. However, net income margin attributable to the company slightly declined to 14.5% from 14.9% in the prior year quarter, and the company announced the divestiture of its microbiology business.

• · Revenue growth included 5% from acquisitions and 1% from currency translation, with organic growth at 5%.
• · GAAP operating margin improved to 17.4% from 16.9% in Q2 2025.
• · Adjusted operating margin improved to 22.8% from 21.9% in Q2 2025.
• · Free cash flow increased 52% YoY to $1.68B.
• · Company repurchased $1.0B of stock during the quarter.
• · Company announced divestiture of its microbiology business.
• · All four business segments reported revenue growth: Life Sciences Solutions +12.6%, Analytical Instruments +6.9%, Specialty Diagnostics +6.3%, Laboratory Products and Biopharma Services +11.6%.
• · Segment income margins improved across all segments: Life Sciences Solutions 37.0% (vs 36.8%), Analytical Instruments 23.0% (vs 18.8%), Specialty Diagnostics 27.7% (vs 27.0%), Laboratory Products and Biopharma Services 14.0% (vs 13.8%).
• · Net income margin attributable to Thermo Fisher declined to 14.5% from 14.9% in Q2 2025.
• · Weighted average diluted shares decreased to 371M from 378M, reflecting share repurchases.

23-07-2026

Innate Pharma SA filed a Form 6-K with the SEC on July 23, 2026, attaching a press release of the same date. The filing is a routine foreign issuer report and does not contain any financial results, material transactions, or regulatory actions.

• · Filing is a Form 6-K under SEC Rule 13a-16 or 15d-16.
• · Commission File Number: 001-39084.
• · Press release dated July 23, 2026 is attached as Exhibit 99.1.

23-07-2026

Venu Holding Corporation (VENU) secured a $20 million bridge loan facility with Ryan, LLC to fund construction of its Sunset Amphitheater in McKinney, Texas, which is targeted to open in Q1 2027. The non-dilutive financing bridges VENU to permanent financing expected to close in Q3 2026. The company continues its capital strategy of funding growth through public-private partnerships and fractional ownership structures rather than equity offerings.

• · The bridge loan is with Ryan, LLC, which has served as a national expansion partner since 2023 and also serves as Official Tax Partner.
• · Permanent financing is expected to close in Q3 2026 and fully fund the remaining construction balance for the McKinney venue.
• · VENU's capital strategy includes public-private partnerships and fractional ownership structures to avoid equity dilution.
• · VENU has venues operating or in development across Colorado, Georgia, Oklahoma, Tennessee, and Texas.

23-07-2026

Jiayin Group Inc. announced the resignations of director Xiaojing Lu and Chief Risk Officer Dan Qi, both effective July 20, 2026. Neither resignation resulted from any disagreement with the company regarding its operations, policies, or practices. The company does not plan to immediately fill the board vacancy and has not yet appointed a replacement Chief Risk Officer.

• · Xiaojing Lu resigned from the board and from the compensation committee and nominating and corporate governance committee.
• · Dan Qi resigned as Chief Risk Officer.
• · Both resignations were effective July 20, 2026.
• · The board vacancy will be filled upon identification of a suitable candidate at the board's discretion.
• · No replacement Chief Risk Officer has been appointed yet.

23-07-2026

Honeywell Technologies reported Q2 2026 consolidated sales of $9.7B (+4% YoY) and adjusted EPS of $4.52 (-4% YoY). Excluding the spun-off Aerospace segment, Honeywell Technologies sales were $5.2B (+3% reported, +4% organic) with adjusted EPS of $1.95 (+10% YoY). The company raised its full-year guidance for organic growth (3%-4%) and segment margin expansion (250-290 bps), but lowered the top end of its sales range to $20.0B. Segment performance was mixed: Building Automation grew 9% organically, while Process Automation & Technology declined 1% organically and Industrial Automation grew 4% organically.

• · Honeywell Aerospace spin-off completed on June 29, 2026; Aerospace will report standalone Q2 results on August 5, 2026.
• · Acquisition of Johnson Matthey's Catalyst Technologies business closed on July 17, 2026.
• · Divestitures of PSS and WWS expected to close by early August 2026.
• · Aerospace Technologies segment Q2 sales were $4.5B (+5% organic); segment profit $1.1B (+2%), including ~$40M inventory obsolescence charges.
• · Consolidated GAAP EPS of $17.83 includes a one-time gain on deconsolidation of Quantinuum.
• · Honeywell Technologies raised full-year organic growth guidance to 3%-4% (from 2%-3%) and segment margin expansion to 250-290 bps (from 220-270 bps).
• · Full-year sales guidance narrowed to $19.8B-$20.0B (from $19.9B-$20.2B).
• · Process Automation & Technology aftermarket sales declined 6% organically due to higher catalyst shipments in prior year.
• · Industrial Automation reported sales declined 5% due to divestiture impacts, but organic growth was 4%.

23-07-2026

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

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

23-07-2026

AstraZeneca announced that the European Commission has approved Etcamah (camizestrant) in combination with a CDK4/6 inhibitor for first-line treatment of ER-positive, HER2-negative advanced breast cancer in patients with an emergent ESR1 mutation. The approval is based on the SERENA-6 Phase III trial, which showed the combination reduced the risk of disease progression or death by 56% versus standard-of-care (median PFS 16.0 vs 9.2 months). However, overall survival data remain immature (HR 0.87; 95% CI 0.57-1.30), and the drug is not yet approved in the US, where the FDA recently extended its review date.

• · Ecamah is the first and only next-generation oral SERD and complete ER antagonist approved in first-line and the only option in combination with all widely approved CDK4/6 inhibitors.
• · The SERENA-6 trial is the first global, double-blind, registrational Phase III trial to use a circulating tumor DNA (ctDNA)-guided approach to detect endocrine resistance before disease progression.
• · Discontinuations in the SERENA-6 trial were very low and similar in both arms.
• · Ecamah is also approved in Japan, the United Arab Emirates, and Saudi Arabia; regulatory applications are under review in several other countries including the US, where the FDA recently extended the PDUFA date.
• · The recommended dose of Etcamah in combination with a CDK4/6 inhibitor is 75 mg once daily.

23-07-2026

SECURIAN ASSET MANAGEMENT, INC filed its quarterly Form 13F-HR for the period ending June 30, 2026, reporting $2,782,786,685 in total holdings across 926 equity positions. The filing provides a detailed snapshot of the firm's U.S. equity portfolio as of mid-2026, with top holdings including Apple Inc. ($130.3M), Amazon.com Inc. ($64.3M), Alphabet Inc. (Class A and C combined ~$97.5M), and Broadcom Inc. ($46.7M). The filing does not include prior-period comparisons, so no period-over-period changes can be assessed.

• · The filing reports 926 total equity positions with a combined market value of $2,782,786,685 as of June 30, 2026.
• · Top 10 holdings by value: Apple ($130.3M), Amazon ($64.3M), Alphabet Class A ($54.0M), Broadcom ($46.7M), Alphabet Class C ($43.5M), Berkshire Hathaway B ($23.9M), AMD ($21.5M), AbbVie ($11.9M), Cisco ($11.7M), and Bank of America ($10.6M).
• · All positions are listed as sole voting and investment authority, with no shared or non-voting positions reported.
• · No period-over-period comparison is available as the filing only contains current quarter data.

23-07-2026

Waste Connections, Inc. reported Q2 2026 revenue of $2.56B, up 6.4% YoY from $2.41B, and net income of $296M, up 2.1% YoY from $290M. However, operating income declined 4.8% YoY to $438M due to a spike in impairments and other operating items ($58M vs $4M), and H1 2026 net income fell 3.0% to $516M from $532M. The company returned $614M to shareholders via share repurchases and $177M in dividends during the first half, while total debt increased to $9.29B from $8.81B at year-end 2025.

• · Q2 2026 revenue by segment: Commercial $783M, Residential $620M, Industrial/construction $381M, Landfill $252M, Transfer $212M, Recycling $61M, E&P $201M, Other $51M.
• · Q2 2026 interest expense increased 10.2% YoY to $91.2M from $82.8M.
• · H1 2026 capital expenditures for property and equipment were $599M, up 20.3% from $498M in H1 2025.
• · H1 2026 net cash provided by operating activities was $1.28B, up 8.4% from $1.18B in H1 2025.
• · H1 2026 payments for acquisitions, net of cash acquired, were $310M, down from $511M in H1 2025.
• · Total assets at June 30, 2026 were $21.40B, up 1.3% from $21.13B at December 31, 2025.
• · Total liabilities at June 30, 2026 were $13.48B, up 4.6% from $12.88B at December 31, 2025.
• · Accumulated other comprehensive loss worsened to $(179M) from $(111M) at year-end 2025, primarily due to foreign currency translation.
• · Cash dividends per common share increased 11.1% to $0.350 in Q2 2026 from $0.315 in Q2 2025.
• · H1 2026 share repurchases totaled $614.5M, a massive increase from $0.4M in H1 2025.

23-07-2026

Independent Bank Corp reported Q2 2026 net income of $18.8M ($0.90 per diluted share), up from $16.9M ($0.81) in Q2 2025. Net interest income rose 7.4% YoY to $47.9M, and net interest margin improved to 3.71%. However, non-performing loans increased to $32.8M (0.74% of loans) from $8.2M (0.20%) a year ago, and non-interest expenses rose to $37.8M from $33.8M. The company completed its acquisition of HCB Financial Corp on July 1, 2026.

• · Net interest margin increased 6 bps linked quarter to 3.71%.
• · Non-interest income surged 35.4% YoY to $15.3M, driven by mortgage banking and a $1.6M gain on Visa stock exchange.
• · Non-interest expenses rose 11.8% YoY to $37.8M, including $0.4M litigation expense and merger-related costs.
• · Provision for credit losses nearly doubled to $2.72M from $1.50M a year ago.
• · Non-performing loans jumped to $32.8M (0.74% of loans) from $8.2M (0.20%) a year ago, primarily due to a $28.18M commercial development exposure.
• · Allowance for credit losses to NPLs dropped sharply to 200.24% from 745.45% a year ago.
• · Tangible common equity ratio improved to 8.9% at June 30, 2026.
• · No shares were repurchased under the 2026 share repurchase plan during H1 2026.
• · The acquisition of HCB Financial Corp closed on July 1, 2026, adding Highpoint Community Bank; full system integration expected by November 9, 2026.
• · Post-acquisition total assets approximately $6.3 billion.

23-07-2026

TJGC Group Limited filed a Form 6-K with the SEC on July 23, 2026, in connection with an extraordinary general meeting of shareholders. The filing includes the amended and restated memorandum and articles of association, a notice of the meeting, and a form of proxy. No financial results or operational metrics were disclosed.

• · The extraordinary general meeting is scheduled to be held on a date to be determined, with the notice dated July 23, 2026.
• · The filing includes an amended and restated memorandum and articles of association (Exhibit 3.1).
• · A form of proxy (Exhibit 99.2) is provided for shareholders to vote at the meeting.

23-07-2026

Caledonia Mining Corp Plc announced positive exploration results from its Blanket surface exploration program at the K-Pit target in Zimbabwe. The RC drilling program, totaling 7,063 meters, intersected significant gold mineralization across oxide, transitional, and sulphide zones, with highlights including 16.00m at 6.04 g/t and 7.00m at 5.96 g/t in sulphide material. The program, which also included 2,304.1m of trenching, is focused on identifying oxide gold mineralization amenable to low-cost heap leaching operations.

• · The exploration program commenced in 2024 with geological mapping, geophysical surveys, trenching, and historical data collation.
• · Initial work informed targets for wide spaced surface trenching to understand structural and lithological geology.
• · The program is focused on examining the area for oxide gold mineralisation that may be amenable to low-cost surface heap leaching operations.

23-07-2026

ChipMOS TECHNOLOGIES INC. announced it will report second quarter 2026 financial results and host a semiannual conference call on August 11, 2026. The filing provides details for investor participation but does not include any actual financial data or performance metrics for the period.

• · Conference call scheduled for Tuesday, August 11, 2026 at 3:00 PM Taiwan time (3:00 AM New York time).
• · Dial-in number: +886-2-3396 1191, Password: 1637011 #.
• · Webcast and replay available on the Company's website.
• · A transcript will be provided in English after the call.

23-07-2026

Bleichroeder Acquisition Corp. II entered into Amendment No. 3 to its business combination agreement with Pasqal Holding SAS, revising the terms of the equity incentive plan (LTIP) to be adopted post-closing. The LTIP will allow awards of up to 10% of the surviving corporation's fully diluted shares outstanding immediately after closing, with further negotiations on vesting criteria based on performance conditions. The amendment does not change the overall deal structure or financial terms, and the transaction remains subject to shareholder and regulatory approvals.

• · Amendment No. 3 was entered into on July 22, 2026.
• · The LTIP will provide for awards in the form of founder's warrants or free shares.
• · Further edits to the LTIP, including vesting criteria based on performance conditions, will be negotiated in good faith based on recommendations from Pasqal's compensation consultant.
• · The business combination remains subject to shareholder approval of both Bleichroeder and Pasqal, as well as required regulatory approvals.
• · Bleichroeder's shareholders may request redemption of their shares, which could leave the combined company with insufficient cash.

23-07-2026

VMS Asset Management Limited filed its Form 13F-HR for the quarter ended June 30, 2026, disclosing 34 equity holdings with a total market value of approximately $314,959,407. The portfolio is heavily concentrated in semiconductor and technology companies, with top positions including SanDisk Corp ($26.9M), Micron Technology ($18.5M), Seagate Technology ($17.2M), and Taiwan Semiconductor ($15.3M). The filing reflects a focused investment strategy in the tech sector, with no prior-period comparison provided.

• · The filing was signed by Director Cheung Man Chor Elton on July 22, 2026.
• · The largest single holding by value is SanDisk Corp at $26,943,701 (11,850 shares).
• · The portfolio includes 4 ETFs: VanEck Semiconductor ETF, iShares Expanded Tech Sector ETF, iShares MSCI South Korea ETF, and iShares Semiconductor ETF.
• · No options or convertible securities were reported; all positions are common stock or ADSs.
• · All holdings are listed with sole voting and dispositive power.

23-07-2026

B&R Technology Merger Corp. priced its initial public offering of 32,500,000 units at $10.00 per unit, raising $325 million. The units will trade on Nasdaq under the symbol BRTMU starting July 21, 2026. The company is a blank-check company formed for mergers or acquisitions, with Citigroup as sole bookrunner.

• · Each unit consists of one Class A ordinary share and one-third of one warrant.
• · Warrants have an exercise price of $11.50 per share.
• · Class A ordinary shares and warrants will trade under symbols BRTM and BRTMW after separate trading begins.
• · Underwriters have a 45-day option to purchase up to 4,875,000 additional units.
• · The registration statement has been declared effective by the SEC.

23-07-2026

Vale S.A. announced that its Board of Directors resolved to remove board member Marcelo Gasparino da Silva for leaking confidential information from a June 19, 2026 board meeting. The removal is subject to shareholder approval at an Extraordinary General Meeting, and he has been removed from advisory committees. The decision follows an independent investigation and recommendations from the Audit and Risk Committee and Audit and Compliance Department.

• · The leaked information related to the Board meeting held on June 19, 2026.
• · The investigation was conducted by an independent external law firm.
• · Marcelo Gasparino da Silva was removed from the Nomination and Governance Committee and the People and Compensation Committee.
• · The removal sanction is subject to shareholder approval at a General Shareholders' Meeting.

23-07-2026

AParadise Acquisition Corp. filed an S-1 registration statement for its IPO. The filing details a complex series of founder share issuances and repurchases between the Sponsor and the Company from November 2022 through September 2025, culminating in the forfeiture of 1,000,000 founder shares for no consideration after the underwriters did not exercise the over-allotment option. The filing does not contain any period-over-period financial performance data, as it is a pre-IPO SPAC registration.

• · The Sponsor paid approximately $0.003 per share for the 7,666,667 founder shares issued in May 2025.
• · Up to 1,000,000 of the founder shares were subject to forfeiture if the over-allotment option was not exercised.
• · The underwriters did not exercise the over-allotment option, leading to the forfeiture of 1,000,000 founder shares for no consideration on September 15, 2025.

23-07-2026

Goosehead Insurance reported strong Q2 2026 results with total revenues of $113.4M, up 20.6% YoY, and net income attributable to the company of $10.1M, nearly doubling from $5.2M in Q2 2025. However, the company saw a decline in renewal commissions (-9.0% YoY) and a sharp drop in cash and cash equivalents from $92.4M to $23.7M, driven by significant share repurchases ($53.8M in H1 2026) and debt repayments. Total equity remained negative at -$188.5M, worsening from -$162.8M at year-end 2025.

• · Diluted EPS for Q2 2026 was $0.41, up from $0.18 in Q2 2025.
• · Interest expense decreased to $5.7M in Q2 2026 from $6.3M in Q2 2025.
• · The company repurchased 985 shares of Class A common stock in Q1 2026 and 95 shares in Q2 2026, totaling $53.8M in H1 2026.
• · Net cash provided by operating activities was $38.8M in H1 2026, down from $44.4M in H1 2025.
• · Capitalized software development costs increased to $11.5M in H1 2026 from $5.7M in H1 2025.
• · Total assets decreased to $406.8M as of June 30, 2026 from $414.9M at December 31, 2025.
• · Accumulated deficit improved to -$118.4M from -$133.4M at year-end 2025.
• · Noncontrolling interests deficit worsened to -$76.1M from -$67.3M at year-end 2025.

23-07-2026

UG Investment Advisers Ltd. filed its quarterly 13F-HR report for the period ending June 30, 2026, disclosing its U.S. equity and convertible note holdings. The portfolio is concentrated in technology and Chinese ADR names, with the largest positions in Oracle Corp ($27.4M), Alibaba Group ($20.4M), and NVIDIA Corp ($15.1M). The filing shows a mix of established tech giants and speculative positions, including a $4.2M short-term VIX futures ETF holding.

• · The portfolio includes a $4.2M position in ProShares VIX Short-Term Futures ETF, indicating a hedge or speculative bet on market volatility.
• · Holdings include both common stock and convertible notes (JD.com 0.25% due 6/0 and Super Micro Computer 3.5% due 3/0).
• · The filing does not provide prior quarter comparisons, so quarter-over-quarter changes cannot be assessed.
• · All positions are held with sole voting and dispositive power.

23-07-2026

Thomas Story & Son LLC filed its quarterly 13F-HR for the period ending June 30, 2026, reporting a portfolio value of approximately $282.8 million across 53 equity positions. The filing shows a diversified portfolio with top holdings in Johnson & Johnson, Williams-Sonoma, Costco, and Procter & Gamble, alongside significant positions in technology and industrial names. No period-over-period comparisons are available in this filing, so performance trends cannot be assessed.

• · Top 5 holdings by value: Johnson & Johnson ($15.9M), Williams-Sonoma ($18.0M), Costco ($16.2M), Procter & Gamble ($9.4M), and Coca-Cola ($4.3M).
• · Largest single position by shares: Tractor Supply Co (260,482 shares, $8.2M).
• · Significant technology exposure: Alphabet (38,216 shares Class A, $13.7M), Advanced Micro Devices (45,661 shares, $26.5M), NVIDIA (9,257 shares, $1.9M).
• · Berkshire Hathaway holdings: 13,738 shares Class B ($6.9M) and 2 shares Class A ($1.5M).
• · Fixed-income exposure via Vanguard Short-Term Treasury ETF (78,903 shares, $4.6M).
• · No period-over-period comparisons are available in this filing.

23-07-2026

This is a routine 6-K filing by Canadian National Railway Company (CNI) with the SEC, providing standard contact information for media and investor relations. No financial results, material events, or operational updates are disclosed in the filing.

• · Media contact: Ashley Michnowski, Senior Manager, Media Relations, (438) 596-4329, media@cn.ca
• · Investor contact: Jamie Lockwood, Vice-President, Investor Relations & Special Projects, (514) 399-0052, investor.relations@cn.ca

23-07-2026

Eureka Acquisition Corp (EURKU) filed its 10-Q for the quarter ended June 30, 2026, reporting net income of $79,232 for the three months and $110,299 for the nine months, down 78% and 91% respectively from the prior-year periods. The company's cash balance fell sharply to $22,727 from $51,431 at September 30, 2025, and total liabilities surged to $33.2M from $0.7M, driven by a $30.4M public shareholder redemption payable. The company continues to operate with a significant accumulated deficit of $2.7M and negative shareholders' equity.

• · Total liabilities surged to $33,201,025 as of June 30, 2026 from $724,581 at September 30, 2025, a 4,482% increase, primarily due to a $30,387,444 public shareholder redemption payable.
• · The company issued a $600,000 promissory note to Marine Thinking (target company) and a $1,550,000 promissory note to a related party during the nine months ended June 30, 2026.
• · Net cash used in operating activities was $553,704 for the nine months ended June 30, 2026, compared to $396,178 in the prior-year period, a 39.7% increase in cash burn.
• · The company deposited $1,350,000 into the trust account during the nine months ended June 30, 2026, with no comparable deposit in the prior year.
• · Basic and diluted net loss per share for non-redeemable Class A and Class B ordinary shares was $(0.14) for the three months ended June 30, 2026, compared to $(0.13) in the prior-year quarter.
• · Shareholders' deficit worsened to $(2,715,683) as of June 30, 2026 from $(625,273) at September 30, 2025.

23-07-2026

Apollon Financial, LLC filed its 13F-HR for the quarter ended June 30, 2026, reporting approximately $847.6 million in total disclosed equity holdings. The portfolio is heavily weighted toward large-cap ETFs and tech/growth names, with top positions in iShares Core S&P 500 ETF ($44.0M), Alphabet Inc. Class C ($25.2M), and Amazon.com Inc. ($21.3M). The filing reflects a diversified, ETF-centric strategy with significant exposure to U.S. equities, international markets, and fixed income.

• · Top 10 holdings by value: iShares Core S&P 500 ETF ($44.0M), Alphabet Inc. Class C ($25.2M), Amazon.com Inc. ($21.3M), Apple Inc. ($23.9M), iShares Core S&P Mid-Cap ETF ($18.4M), American Century U.S. Large Cap Value ETF ($18.7M), Microsoft Corp. ($14.3M), Invesco QQQ Trust ($13.3M), iShares Core MSCI EAFE ($12.9M), Dimensional U.S. Core Equity 2 ETF ($15.0M).
• · Significant ETF exposure: iShares products dominate with over 40 separate ETFs held.
• · No options or convertible securities reported; all holdings are common stocks or ETFs.
• · Filing made by Michael Herman, Chief Compliance Officer, on July 22, 2026.

23-07-2026

Syntec Optics Holdings, Inc. filed an S-1 registration statement for a proposed IPO. The company had previously fallen out of compliance with Nasdaq listing rules due to delinquent periodic filings (Form 10-K for FY2024 and Forms 10-Q for Q1 and Q2 2025), but regained compliance on October 6, 2025 after filing all overdue reports. The filing highlights ongoing risks of potential future delisting and the associated negative consequences for trading liquidity and investor access.

• · The company received three Nasdaq delinquency notifications: on or around March 2025 (Form 10-K for Dec 31, 2024), May 28, 2025 (Form 10-Q for Mar 31, 2025), and August 29, 2025 (Form 10-Q for Jun 30, 2025).
• · All delinquent filings were submitted on October 6, 2025, and Nasdaq subsequently confirmed the company had regained compliance.
• · If delisted in the future, the company's common stock would likely trade on OTCQB or Pink Markets, be subject to penny stock rules, and face reduced liquidity and investor access.

23-07-2026

PG&E Corp reported net income of $831M for Q2 2026, up 36% YoY from $612M, and $1,785M for H1 2026, up 37% YoY from $1,307M. Operating income rose 15% in Q2 to $1,262M and 18% in H1 to $2,740M. However, total operating revenues were essentially flat in Q2 (up just $4M or 0%), and net cash from operations declined 11% in H1 to $3,639M from $4,087M, while cash used in investing remained elevated at $6,159M.

• · PG&E Corporation had 2,680,110,496 common shares outstanding as of July 15, 2026, of which 477,743,590 were held by Pacific Gas and Electric Company.
• · Pacific Gas and Electric Company had 264,374,809 common shares outstanding.
• · Net cash used in investing activities was $6,159M in H1 2026, slightly improved from $6,268M in H1 2025.
• · Net cash provided by financing activities increased to $2,413M in H1 2026 from $1,661M in H1 2025, driven by $1,854M in net proceeds from long-term debt issuances and $522M in equity contributions from PG&E Corporation.
• · Dividend payments totaled $100M in H1 2026.
• · Interest income declined 40% in Q2 and 24% in H1, likely due to lower cash balances or yields.
• · Cost of electricity surged 34% in Q2 and 36% in H1, outpacing revenue growth.
• · Wildfire Fund expense increased 16% in Q2 and 23% in H1, reflecting higher contributions to the state fund.
• · Income tax provision swung to a benefit of $61M in Q2 2026 from an expense of $39M in Q2 2025, a 256% change.

23-07-2026

Apollon Wealth Management, LLC filed its quarterly 13F-HR for the period ending June 30, 2026, disclosing a portfolio of approximately $1.59 billion in equity assets. The filing shows a concentrated long-only strategy with top holdings in Apple, Amazon, Alphabet, Broadcom, and American Century ETFs. The portfolio is heavily weighted toward large-cap U.S. equities and includes significant positions in income-oriented vehicles such as Ares Capital, Blue Owl Capital, and Annaly Capital Management.

• · The filing includes 1,590 positions with a total market value of $1,590,000,000.
• · Top equity holdings by value: Apple ($271M), Amazon ($163M), Alphabet Class A ($135M), Broadcom ($111M), American Century US Large Cap Value ETF ($145M).
• · The portfolio includes a small number of put options on Alphabet Class C (2,000 shares and 2,400 shares) and a call option on AppLovin Corp (200 shares).
• · Significant positions in business development companies: Ares Capital ($20.7M), Blue Owl Capital ($19.1M), and Broadstone Net Lease ($19.5M).
• · The filing is a routine quarterly disclosure of institutional holdings with no period-over-period comparisons provided.

23-07-2026

KALA BIO, Inc. filed a prospectus supplement on July 22, 2026, for an offering of securities under its effective S-3 registration statement (File No. 333-295667). The 8-K filing includes a legal opinion from Haynes and Boone, LLP regarding the validity of the securities being offered. No financial results or operational updates were provided.

• · The prospectus supplement was filed under Rule 424(b) pursuant to the Securities Act of 1933.
• · The legal opinion is attached as Exhibit 5.1, and consent of Haynes and Boone, LLP is included in Exhibit 23.1.
• · The filing is dated July 22, 2026, and was signed by CEO Avi Minkowitz.

23-07-2026

Northrim BanCorp reported net income of $15.3 million ($0.68 per diluted share) in Q2 2026, up from $13.7 million ($0.61) in Q1 2026 and $11.8 million ($0.52) in Q2 2025, driven by record net interest income and loan growth. Net interest income rose 7% sequentially and 11% YoY to $37.1 million, while the net interest margin (tax-equivalent) expanded to 5.01%. However, nonperforming assets (NPAs) increased sharply to $23.0 million from $15.3 million in the prior quarter and $11.9 million a year ago, and the allowance for credit losses on loans coverage of NPAs fell to 117% from 175% and 290% in the prior periods.

• · Weighted average interest rate on new loans booked in Q2 2026 was 7.25%, compared to 6.70% in Q1 2026 and 7.27% in Q2 2025.
• · Investment portfolio yield increased to 3.79% in Q2 2026 from 3.44% in Q1 2026 and 3.07% in Q2 2025.
• · Average purchased receivables and loan balances for Specialty Finance segment were $141.5 million in Q2 2026, up from $132.2 million in Q1 2026 and $124.1 million in Q2 2025.
• · Core loans (excluding consumer mortgages) were $2.13 billion at June 30, 2026, up 7% from a year ago.
• · Non-interest bearing demand deposits represent 28% of total deposits at June 30, 2026.
• · NIMTE of 5.01% remains above the peer average of 3.45% (S&P U.S. Small Cap Bank Index).
• · The increase in NPAs was primarily in the Community Banking segment, mostly attributable to one well-collateralized relationship including commercial real estate and commercial loans.
• · Alaska's seasonally adjusted unemployment rate was 4.6% in May 2026, compared to 4.3% for the U.S.
• · Alaska's CPI increased 4.3% year-over-year (April 2025 to April 2026), above the U.S. rate of 3.8%.
• · ANS crude oil monthly average price rose to $114.66 per barrel in May 2026, up from $62.70 in December 2025.
• · Alaska Permanent Fund value was $92.2 billion as of May 31, 2026.

23-07-2026

SBI Securities Co., Ltd. filed its quarterly 13F-HR report for the period ending June 30, 2026, disclosing holdings in over 4,000 securities with a total market value of approximately $4.4 billion. The portfolio is heavily concentrated in large-cap technology stocks, with Amazon.com Inc ($90.0M), Apple Inc ($136.0M), and Advanced Micro Devices Inc ($39.9M) among the top positions. The filing reflects a diversified strategy across equities and ETFs, with significant exposure to AI and tech-focused funds.

• · The filing includes 4,072 positions with a total value of $4,396,733,415.
• · Top holdings include Apple Inc ($135,975,762), Amazon.com Inc ($90,014,106), Advanced Micro Devices Inc ($39,873,662), and AbbVie Inc ($15,363,377).
• · Significant ETF positions include iShares Core U.S. Aggregate Bond ETF ($22,353,940), iShares MSCI ACWI ETF ($8,868,805), and KraneShares AI & Tech ETF ($2,903,054).
• · The portfolio includes a mix of common stocks, ADRs, and ETFs across various sectors.

23-07-2026

Coastal Financial Corporation announced that CFO Brandon Soto will step down on August 15, 2026 to become CEO of another financial institution. Longtime former CFO Joel Edwards will serve as interim CFO while the company conducts a search for a permanent replacement. The transition appears orderly with Soto remaining through the Q2 2026 10-Q filing, and the company emphasized continuity given Edwards' deep familiarity with the business.

• · Brandon Soto joined Coastal Financial in 2025 and served as CFO for approximately one year before departing.
• · Joel Edwards served as CFO from 2012 until his retirement in 2025 and currently serves as an advisor to the company.
• · The company will consider both internal and external candidates for the permanent CFO role.
• · Soto will remain with the company through the filing and certification of the Q2 2026 Form 10-Q.

23-07-2026

Pioneer Trust Bank N A/OR filed its Form 13F-HR for the quarter ended June 30, 2026, disclosing $441,075,511 in total equity holdings across 136 positions. The portfolio is heavily concentrated in large-cap technology and consumer stocks, with top holdings including Apple ($33.2M), Berkshire Hathaway ($24.7M), Microsoft ($24.9M), and Alphabet Class C ($23.1M). The filing reflects a diversified, long-term oriented portfolio with no short positions or options reported.

• · The portfolio includes 136 positions with a total market value of $441,075,511.
• · Top 10 holdings by value: Apple ($33.2M), Berkshire Hathaway ($24.7M), Microsoft ($24.9M), Alphabet Cl C ($23.1M), State Street SPDR S&P 500 ETF ($23.6M), JP Morgan Chase ($14.97M), NVIDIA ($13.95M), Amazon ($13.67M), Cisco ($15.25M), and Eli Lilly ($10.82M).
• · The filing reports only long positions (no short positions or options).
• · All positions are listed as 'SH SOLE' (sole voting and investment discretion) or 'SH OTR' (other managed accounts).
• · The largest single position by shares held is AT&T Inc with 145,255 shares (sole) plus 6,985 shares (other).
• · The largest position by market value is Apple Inc at $33,245,728 (114,894 shares sole + 5,359 shares other).
• · The portfolio includes significant ETF holdings: State Street SPDR S&P 500 ETF ($23.6M), iShares Core S&P Total U.S. Stock Market ETF ($1.93M), iShares Core S&P Mid-Cap ETF ($1.44M), and iShares Russell 2000 Index Fund ($0.93M).
• · Valmont Industries has an unusually large 'other' position of 38,297 shares valued at $22,120,347, compared to only 3,629 shares in the sole category.

23-07-2026

Westchester Capital Management, Inc. filed a Form 13F-HR for the period ended 2026-06-30 disclosing long positions in 48 listed U.S. equities/ETFs, including large holdings in Wal-Mart (245,533 shares), Pfizer (276,275 shares), Cisco Systems (240,567 shares), Microchip Technology (197,635 shares) and Apple (152,601 shares). The report is a snapshot of holdings (all listed as SOLE) and contains no dollar values or portfolio totals, so performance/profitability cannot be assessed from this filing; therefore period-over-period percentage changes are not available from the document.

• · Form type: 13F-HR filed 2026-07-23 for period ended 2026-06-30 (filed as of date 2026-07-23).
• · All listed positions are reported as SOLE ownership (no shared, other, or derivative positions reported).
• · The filing lists 48 securities with specific share counts but does not provide market values or aggregate portfolio NAV.
• · Filer address: 801 N. 96TH STREET, OMAHA, NE 68114; phone: 402-392-2418; CENTRAL INDEX KEY: 0001390063.