US SEC Filings Daily Market Digest — July 28, 2026

27-07-2026

Scribe Therapeutics priced its initial public offering of 8,580,000 shares at $15.00 per share, raising approximately $119.7 million in net proceeds. The company is a clinical-stage biotechnology firm developing CRISPR-based therapies for cardiovascular diseases, with its lead candidate STX-1150 in a first-in-human trial. Concurrently, Sanofi has agreed to purchase 500,000 shares in a private placement at the same price, though the offering is not contingent on that placement.

• · The IPO price is $15.00 per share, and the stock is approved for listing on Nasdaq under symbol 'SCTX'.
• · Scribe is an 'emerging growth company' and 'smaller reporting company', electing reduced reporting requirements.
• · The underwriters have a 30-day option to purchase up to 1,287,000 additional shares.
• · Up to 5% of the offered shares are reserved for a directed share program for directors, officers, and employees.
• · STX-1150 uses ELXR epigenetic silencing to target PCSK9 and aims to lower LDL-C without permanent DNA changes.
• · Initial data from the STX-1150 trial is expected in the first half of 2027.
• · STX-1200 and STX-1400 are XE-based gene editing programs targeting Lp(a) and triglycerides, respectively.
• · Phase 1 trial for one of STX-1200 or STX-1400 is expected as early as 2027, and the other in 2028.
• · The PCSK9 LDL-C lowering market currently exceeds $5 billion annually but fewer than 1% of eligible patients are treated.

27-07-2026

Unilever PLC filed this 425 communication in connection with the proposed business combination between McCormick & Company, Inc. and Sandman Corporation, an indirect wholly owned subsidiary of Unilever. The transaction involves the separation of Unilever Foods from Unilever and its combination with McCormick. The filing contains extensive cautionary language regarding forward-looking statements and risks, but does not disclose any specific financial terms, deal value, or performance metrics.

• · The transaction is structured as a business combination between McCormick and Sandman Corporation (an indirect wholly owned subsidiary of Unilever).
• · The filing serves as a solicitation of proxies from McCormick's shareholders in connection with the proposed transaction.
• · The parties intend to file a registration statement on Form S-4 (McCormick) and a registration statement on Form 10 (Unilever Foods entity) with the SEC.
• · The filing includes a cautionary statement regarding forward-looking statements and identifies numerous risks including failure to obtain regulatory approvals, McCormick shareholder approval, and financing.

28-07-2026

TIM S.A. reported its quarterly financial information for the period ended June 30, 2026, showing a mixed performance. Trade accounts receivable increased 3.1% to R$5.26 billion (consolidated) from R$5.04 billion at year-end 2025, driven by growth in billed and unbilled services. However, cash and cash equivalents declined sharply by 61.4% to R$33.2 million (parent company) from R$85.9 million, and the provision for expected credit losses rose 6.9% to R$751.1 million, indicating deteriorating collection quality.

• · Parent company gross accounts receivable increased to R$5.95 billion from R$5.74 billion at Dec 2025.
• · Overdue accounts >120 days rose to R$735.9 million (parent) from R$685.0 million at Dec 2025.
• · Parent company inventory of cell phones and tablets increased 21.2% to R$326.7 million from R$269.6 million.
• · Parent company free availability financial investments (CDBs/Repurchases) decreased to R$2.52 billion from R$3.52 billion at Dec 2025.
• · Consolidated FUNCINE investment increased to R$29.6 million from R$26.3 million at Dec 2025.

28-07-2026

Gen Digital Inc. filed its definitive proxy statement (DEF 14A) for the 2026 Annual Meeting of Stockholders, to be held virtually on September 9, 2026. The meeting will include the election of nine director nominees, ratification of KPMG LLP as independent auditor for FY2027, and an advisory vote on executive compensation. The filing details the company's executive compensation program, which emphasizes at-risk, performance-based pay with capped payouts, robust clawback and stock ownership policies, and a 'double-trigger' change-in-control provision.

• · The record date for voting is July 14, 2026.
• · The Board recommends a vote FOR all three proposals: election of directors, ratification of KPMG, and advisory vote on executive compensation.
• · The Compensation and Leadership Development Committee incorporated responsible business metrics into the annual incentive plan for FY26.
• · The company maintains a policy requiring stockholder approval of any cash severance benefits exceeding 2.99 times the sum of base salary plus target bonus.
• · All current directors attended at least 75% of meetings held.
• · The Technology and Cybersecurity Committee was dissolved in June 2025.
• · On July 18, 2025, Susan P. Barsamian was appointed Lead Independent Director and Vincent Pilette was named Chair of the Board.

28-07-2026

Clinuvel Pharmaceuticals Limited filed a Form 6-K with the SEC on July 28, 2026, attaching a press release providing an update on SCENESSE® in vitiligo. The filing does not disclose specific financial results or performance metrics, making it a regulatory update rather than a comprehensive financial report.

• · The press release is dated July 28, 2026.
• · The filing references an Australian Securities Exchange announcement attached as Exhibit 99.1.
• · No financial figures or performance metrics are provided in this filing.

28-07-2026

ProMIS Neurosciences reported positive blinded six-month interim data from the PRECISE-AD Phase 1b trial of PMN310 in 136 early Alzheimer's patients. The drug showed a favorable safety profile with no ARIA-E cases, 4.4% total ARIA (all mild and asymptomatic), and early biomarker movement (68.5% of patients had a decline in plasma pTau217, 62.5% in CSF MTBR-tau243). However, these are blinded, pooled interim observations—treatment allocations are unknown—and trends may not reflect clinical efficacy; unblinded 12-month topline results are expected Q1 2027.

• · No ARIA-E observed across any genotype, including high-risk APOE4 carriers.
• · No treatment-related serious adverse events or drug-related discontinuations reported.
• · Trial is 3:1 active-to-placebo randomized, blinded.
• · Blinded biomarker observations are not a determination of efficacy and may not reflect clinical effects.
• · Unblinded 12-month topline data expected Q1 2027.
• · Company hosted a virtual webinar on July 28, 2026 with key opinion leaders.

28-07-2026

Menora Mivtachim Holdings Ltd. and its subsidiaries filed a Schedule 13G/A with the SEC on July 28, 2026, disclosing aggregate beneficial ownership of 961,373 ordinary shares of Ellomay Capital Ltd., representing 6.97% of the 13,783,230 shares outstanding as of July 26, 2026. The filing is an amendment to a prior 13G and reflects a slight decrease in ownership from the previous filing, as the group's stake remains below the 10% threshold.

• · The filing is an amendment to a Schedule 13G originally filed on August 4, 2025, with a joint filing agreement dated July 28, 2025.
• · The securities are held for the benefit of insurance policy holders, portfolio account owners, and members of provident or pension funds.
• · Menora Mivtachim Holdings Ltd. disclaims beneficial ownership except for its pecuniary interest.
• · The filing is made under Rule 13d-1(c), indicating the filer is a passive investor not seeking to change or influence control.

28-07-2026

Equinor ASA disclosed transactions under the third tranche of its 2026 share buy-back programme, repurchasing 220,000 shares on the Oslo Stock Exchange (OSE) over July 23-24, 2026, at a weighted average price of NOK 391.4877 per share, for a total consideration of NOK 86,127,300. No transactions were executed on CEUX or TQEX during this period.

• · Daily weighted average share price on OSE was NOK 394.8606 on July 23 and NOK 388.6770 on July 24.
• · No buy-backs were executed on CEUX or TQEX during the reported period.

28-07-2026

ING Groep N.V. filed a Form 6-K with the SEC on July 28, 2026, attaching a press release of the same date. The filing is a routine foreign issuer report and does not contain any financial results or material operational updates.

28-07-2026

Y.D. More Investments Ltd. and related entities filed a Schedule 13G/A with the SEC on July 28, 2026, disclosing aggregate beneficial ownership of 703,048 ordinary shares of TAT Technologies Ltd., representing 5.42% of the 12,983,137 shares outstanding as of June 30, 2026. The filing is an amendment to a prior 13G and reflects no change in the reporting persons' holdings or percentage ownership from the previous filing, indicating a stable, passive investment position.

• · The filing is an amendment (Schedule 13G/A) to a prior 13G filed on September 12, 2024.
• · The securities are held for the benefit of provident/pension fund beneficiaries, mutual fund investors, and portfolio management clients, not for the purpose of changing or influencing control of the issuer.
• · More Investment House Portfolio Management Ltd. reported 0 shares and 0% ownership.
• · Y.D. More Investments Ltd. is controlled through a voting agreement among Yosef Meirov (directly and through B.Y.M.), Benjamin Meirov, Yosef Levy, and Eli Levy (through Elldot Ltd.).
• · More Provident Funds and Pension Ltd. is a majority-owned subsidiary of Y.D. More (65.75% ownership).

28-07-2026

UPS reported Q2 2026 consolidated revenues of $22.8B, up from $21.2B in Q2 2025, with non-GAAP adjusted operating profit of $2.1B, up from $1.9B. However, GAAP operating profit fell sharply to $930M from $1.8B due to $891M in after-tax transformation charges, and GAAP diluted EPS dropped to $0.71 from $1.65. The company raised full-year 2026 guidance: revenue to ~$91.2B, non-GAAP adjusted operating profit to ~$8.65B, and non-GAAP adjusted diluted EPS to ~$7.22.

• · GAAP results included after-tax transformation charges of $891M ($1.05 per diluted share) primarily from employee separation costs related to the Driver Choice Program.
• · U.S. Domestic Segment GAAP operating margin was 0.1%; non-GAAP adjusted operating margin was 8.0%.
• · International Segment operating margin on both GAAP and non-GAAP adjusted basis was 12.4%.
• · Supply Chain Solutions operating margin on both GAAP and non-GAAP adjusted basis was 10.2%.
• · In first six months of 2026, UPS achieved ~$1.2B in program benefits from transformation initiatives; expects ~$3B in full-year 2026 benefits.
• · Transformation initiatives expected to conclude by 2027.
• · UPS confirms expected 2026 capital expenditures of ~$3.0B and dividend payments of ~$5.4B.
• · Effective tax rate for 2026 still expected to be approximately 23.0%.
• · 2025 full-year revenue was $88.7B.

28-07-2026

Maison Solutions Inc. (MSS) and its wholly owned subsidiary AZLL LLC entered into a Formation, Subscription and Software Contribution Agreement (dated July 22, 2026) to form Maison AI Limited in Hong Kong. AZLL will subscribe for 200 of 222 issued ordinary shares (approximately 90.0901%) in consideration for MSS's Software valued at US$2,000,000, while two Chinese investors (Hangzhou Shengxianbao Technology Co., Ltd. and Yiwu Yanghan E-Commerce Firm) will each subscribe for 11 shares (approximately 4.9550% each) for cash of US$110,000 each (US$220,000 aggregate) payable in six monthly installments beginning on or about September 1, 2026; however, the cash subscribers’ shares will be partly paid until full payment and Closing is subject to conditions and may be terminated if not closed by March 31, 2027.

• · The cash subscriptions of US$110,000 each are payable in six monthly installments with the first installment due on the later of September 1, 2026 and the fifth Business Day after incorporation and bank account availability.
• · MSS and its subsidiaries retain a perpetual, worldwide, non-exclusive, irrevocable, royalty-free right to use, host, operate, maintain, modify and integrate the Software for internal business purposes; MSS may not sell or sublicense the Software to unrelated third parties except with the Company’s written consent.
• · Closing is subject to customary conditions (incorporation, approvals, release of any liens on the Software) and the Shareholders Agreement has not been executed and will only become effective if executed by all shareholders at Closing.
• · The Formation Agreement may be terminated if Closing has not occurred by March 31, 2027.
• · Until fully paid, the subscribers’ Shares are partly paid shares and are subject to Articles, this Agreement and the Shareholders Agreement; Articles will include calls, suspension, forfeiture and other provisions under Hong Kong law.

28-07-2026

Y.D. More Investments Ltd. and related entities filed an amended Schedule 13G with the SEC on July 28, 2026, disclosing aggregate beneficial ownership of 636,066 shares of Odysight.ai Inc. common stock as of June 30, 2026, representing 3.79% of the outstanding shares. The filing is a routine update of beneficial ownership and does not indicate any change in control intent.

• · The filing is an amendment (13G/A) to a prior Schedule 13G, indicating an update to beneficial ownership information.
• · The reporting persons certify that the securities were not acquired with the purpose of changing or influencing control of the issuer.
• · More Provident Funds & Pension Ltd. is a majority-owned subsidiary of Y.D. More Investments Ltd. (65.75% ownership).
• · More Mutual and More Investment are wholly-owned subsidiaries of Y.D. More.
• · Y.D. More is controlled through a voting agreement among Yosef Meirov (directly and through B.Y.M.), Benjamin Meirov, Yosef Levy, and Eli Levy (through Elldot Ltd.).

28-07-2026

Ecopetrol S.A. filed a Form 6-K with the SEC for the month of July 2026, signed by CFO Alfonso Camilo Barco. The filing is a routine foreign private issuer report and contains no financial results, material events, or operational updates.

28-07-2026

CenterPoint Energy reported net income of $244M for Q2 2026, up 23.2% from $198M in Q2 2025, driven by higher utility revenues and lower natural gas costs. However, the company recorded a $151M loss on equity securities in Q2 2026 versus a $43M gain in the prior-year period, partially offset by a $148M gain on indexed debt securities. For the six months ended June 30, 2026, net income rose 13.1% to $560M from $495M, while basic EPS increased to $0.85 from $0.76.

• · Weighted average diluted shares outstanding increased to 666M in Q2 2026 from 654M in Q2 2025.
• · Investment in equity securities decreased to $404M as of June 30, 2026 from $510M at December 31, 2025.
• · Current assets held for sale remained substantial at $2,617M as of June 30, 2026, compared to $2,669M at year-end 2025.
• · Regulatory assets (non-current) increased to $3,619M from $3,005M, largely due to VIE-related amounts.
• · Property, plant and equipment, net grew 3.9% to $35,383M from $34,056M.
• · The company recorded a loss on sale of $0 in the six months ended June 30, 2026 versus a $43M loss in the prior-year period.
• · Interest expense on Securitization Bonds surged to $21M in Q2 2026 from $4M in Q2 2025.
• · Cash and cash equivalents increased to $49M from $38M at year-end 2025.

28-07-2026

Baidu, Inc. filed a Form 6-K with the SEC on July 28, 2026, for the month of July 2026, attaching a press release as Exhibit 99.1. The filing is a routine foreign private issuer report under Rule 13a-16 or 15d-16, signed by CFO Haijian He. No specific financial results or material events are detailed in the filing itself, only the cover and signature pages.

• · The filing is a Form 6-K for the month of July 2026.
• · Commission File Number: 000-51469.
• · The registrant files annual reports under Form 20-F.
• · The press release (Exhibit 99.1) is referenced but not included in the provided text.

28-07-2026

Axalta reported Q2 2026 net sales of $1.35B (+3% YoY) and record Adjusted EBITDA of $305M (+5% YoY) with a 22.7% margin. However, GAAP net income fell 19% YoY to $89M due to $31M in merger-related costs, and diluted EPS declined to $0.41 from $0.50. The company also highlighted its pending merger of equals with AkzoNobel, with a special general meeting scheduled for August 5, 2026.

• · Total net leverage of 2.2x, the lowest in Axalta's history.
• · Performance Coatings segment net sales $872M (+4% YoY) with organic growth in Europe and Asia, partially offset by lower volumes in North America.
• · Mobility Coatings Light Vehicle net sales declined slightly year over year.
• · Industrial net sales +2% YoY to $327M with positive volume growth in Europe and Asia offsetting lower North America volumes.
• · Q3 2026 guidance: Adjusted EBITDA $295M-$305M; FY 2026 guidance: Adjusted EBITDA $1.14B-$1.17B, Adjusted Diluted EPS $2.55-$2.70, Free Cash Flow >$500M.
• · Special General Meeting to approve AkzoNobel merger scheduled for August 5, 2026.
• · Merger-related costs of $31M impacted net income in Q2 2026.

28-07-2026

GDS Holdings Limited filed a Form 6-K with the SEC on July 28, 2026, attaching a press release announcing the release of its 2025 Sustainability Report and the achievement of an MSCI AAA rating. No financial results or material operational changes were disclosed in this filing.

• · The filing is a Form 6-K for the month of July 2026.
• · The company achieved an MSCI AAA rating, the highest possible ESG rating from MSCI.
• · The press release is included as Exhibit 99.1.

28-07-2026

Ceragon Networks Ltd. disclosed via Form 6-K that it has received approximately $120 million in orders from operators in India year-to-date through July 2026. The filing, signed by CFO Ronen Stein, highlights a significant revenue inflow from the Indian market but provides no comparative prior-period data or other financial metrics.

• · The orders are from operators in India.
• · The disclosure is made as an exhibit to a Form 6-K filed with the SEC.
• · No prior-year or prior-period order data is provided for comparison.

28-07-2026

Autohome Inc. filed a Form 6-K with the SEC for July 2026, attaching a press release as Exhibit 99.1. The filing is a routine foreign private issuer report and does not contain any financial results or material business updates beyond the press release.

• · Filing date: July 28, 2026
• · Commission file number: 001-36222
• · Address: 18th Floor Tower B, CEC Plaza, 3 Dan Ling Street, Haidian District, Beijing 100080, China
• · Exhibit 99.1 is a press release (content not provided in the filing excerpt)

28-07-2026

Hilton reported strong Q2 2026 results with diluted EPS of $2.10 ($2.29 adjusted) and net income of $482 million, up from $1.84 and $442 million in Q2 2025. System-wide comparable RevPAR grew 3.9% YoY, and the development pipeline reached a record 541,300 rooms. However, the company's full-year RevPAR guidance of 3.0%-3.5% growth implies a deceleration in the second half, and Q4 is expected to be affected by unfavorable calendar shifts and midterm elections.

• · Q2 2026 net income of $482M benefited from $17M of non-RevPAR items pulled forward from H2.
• · Full-year 2026 net income guidance range: $1,883M to $1,911M.
• · Full-year 2026 Adjusted EBITDA guidance range: $4,040M to $4,080M.
• · Full-year 2026 diluted EPS guidance: $8.22 to $8.35; adjusted: $8.89 to $9.01.
• · Q3 2026 RevPAR growth guidance: approximately 4.0% YoY.
• · Q3 2026 net income guidance: $502M to $516M; Adjusted EBITDA: $1,035M to $1,055M.
• · Total debt of $13.4B with weighted average interest rate of 5.03%; no material maturities until April 2029 except $600M Senior Notes due April 2027.
• · Revolving credit facility undrawn with $1,894M available capacity as of June 30, 2026.
• · Quarterly dividend of $0.15 per share declared for September 30, 2026 payment.
• · Average share repurchase price in Q2 2026: $326.99 per share.
• · Full-year 2026 net unit growth guidance: 6.0% to 7.0%.
• · Full-year 2026 G&A expense guidance: approximately $400M.
• · Full-year 2026 contract acquisition costs and capex guidance: approximately $300M.

28-07-2026

Alterity Therapeutics Ltd filed a Form 6-K with the SEC on July 28, 2026, submitting an application for quotation of securities (Exhibit 99.1). The filing is a routine foreign issuer report and does not contain any financial results, operational updates, or material business developments.

• · The filing incorporates by reference several existing SEC registration statements (Forms S-8 and F-3).
• · The company is described as a development stage enterprise.

28-07-2026

Kelso Technologies Inc. filed its Form 6-K for July 2026, attaching its Q2 2026 interim financial statements, management discussion and analysis, a financial summary news release, and CEO/CFO certificates. The filing provides a routine quarterly update on the company's financial performance and position.

• · The filing includes exhibits: 99.1 (Q2 2026 Interim Financial Statements), 99.2 (Q2 2026 MD&A), 99.3 (Financial Summary News Release), 99.4 (CEO Certificate 52-109F2), and 99.5 (CFO Certificate 52-109F2).
• · The report is signed by CEO Jesse Crews on July 27, 2026.

28-07-2026

ConnectM Technology Solutions, Inc. (CNTM) acquired Blue Ribbon Ice, a software platform that matches commercial HVAC, refrigeration, and facility-service demand with a nationwide network of independent contractors. The acquisition extends ConnectM's AI-Powered Logistics platform beyond last-mile delivery into commercial field services, adding a network of over 200 independent contractors across 42 states and a new data stream for its shared AI engine. The transaction is described as an EBITDA-accretive tuck-in acquisition, but no financial terms were disclosed.

• · Blue Ribbon Ice was founded in 2022.
• · The platform provides emergency repair, preventative maintenance, and installation services.
• · Every service dispatched is documented with photographs, equipment reporting, and asset tracking.
• · The acquisition broadens the customer base for ConnectM's logistics platform, creating cross-sell potential between last-mile delivery and commercial field services.
• · The transaction is part of ConnectM's broader growth strategy of pairing organic growth with selective, EBITDA-accretive tuck-in acquisitions as it advances its planned national exchange uplisting.

28-07-2026

Armstrong World Industries reported record second-quarter 2026 net sales of $472.0M, up 11.2% YoY, driven by double-digit growth in Architectural Specialties (+16.6%) and solid Mineral Fiber results (+7.9%). Operating income rose 8.6% to $133.8M and adjusted diluted EPS increased 12.9% to $2.36. However, both operating income margin and adjusted EBITDA margin contracted slightly (70 bps and 110 bps, respectively), and the company raised its full-year 2026 guidance midpoints across all key metrics. The Board also authorized an additional $800M share repurchase, extending the program through December 2029.

• · Year-to-date cash flows from operating activities increased $3M or 3% in H1 2026 vs H1 2025.
• · Year-to-date cash flows used for investing activities increased $58M, primarily due to the acquisition of Eventscape.
• · Unallocated Corporate operating loss was $1M in both Q2 2026 and Q2 2025.
• · Manufacturing costs in Q2 2026 included a $2M benefit from IEEPA tariff refunds.
• · SG&A expenses increased $9M in Q2 2026, partially offsetting operating income gains.
• · The company repurchased 0.5M shares at an average price of $163.20 per share in Q2 2026.
• · Since inception of the share repurchase program, 16.2M shares have been repurchased at an average price of $80.31 per share.
• · 2026 guidance raised: Net sales $1.770B-$1.800B (9%-11% growth), Adjusted EBITDA $605M-$620M (9%-12% growth), Adjusted diluted EPS $8.30-$8.50 (12%-15% growth), Adjusted free cash flow $380M-$395M (10%-14% growth).

28-07-2026

SAP SE filed its Quarterly Statement and Half-Year Report for the period ended June 30, 2026, with the SEC via Form 6-K. The filings disclose non-IFRS financial measures alongside IFRS results, and include forward-looking statements subject to risks and uncertainties. The filing also fulfills NYSE listing standards.

• · The Quarterly Statement and Half-Year Report were filed with Deutsche Boerse AG on July 24, 2026.
• · The filing includes non-IFRS financial measures, which are not substitutes for IFRS measures.
• · Forward-looking statements are subject to risks detailed in SAP's most recent Annual Report on Form 20-F.
• · The filing also complies with NYSE Sections 103.00 and 203.03.

28-07-2026

Caledonia Mining Corporation Plc filed a Form 6-K with the SEC on July 28, 2026, attaching a press release dated the same day. The filing is a routine foreign issuer report and does not contain any financial results or operational data.

• · The filing is a Form 6-K for the month of July 2026.
• · The press release is dated July 28, 2026.
• · The registrant's address is 2 Mulcaster Street, St Helier, Jersey JE2 3NJ.
• · The filing is signed by CEO and Director John Mark Learmonth.

28-07-2026

Denali Therapeutics completed the sale of its Rare Pediatric Disease Priority Review Voucher (PRV) to a large pharmaceutical company for gross proceeds of $195.0 million. The PRV was received upon FDA approval of AVLAYAHTM (tividenofusp alfa) for Hunter syndrome in March 2026. The sale closed on July 27, 2026, pursuant to an asset purchase agreement dated June 12, 2026.

• · PRV was received from FDA approval of AVLAYAHTM for Hunter syndrome (MPS II) in March 2026.
• · Asset purchase agreement was dated June 12, 2026.
• · The full text of the PRV Transfer Agreement will be filed as an exhibit to a subsequent SEC filing.

28-07-2026

Johnson & Johnson announced a comprehensive resolution agreement for ovarian talc litigation, committing $5.5 billion to settle claims with plaintiff firms leading the federal MDL and related state court proceedings. The agreement is conditioned on at least 95% participation of remaining claims, with the first payment of up to $3 billion due in 2027 and no additional payments before 2028. While this resolves a major legal overhang, the substantial $5.5 billion commitment and the 95% participation threshold introduce execution risk.

• · The agreement is conditioned on express participation of at least 95% of remaining claims.
• · No additional payments are due before 2028 after the first payment of up to $3 billion in 2027.
• · The resolution covers both federal Multi-District Litigation (MDL) and related state court proceedings.

28-07-2026

Keen Vision Acquisition Corp. (KVACU) filed a Fifth Amended and Restated Memorandum and Articles of Association on July 28, 2026, adopted by shareholders on July 21, 2026. The filing updates the company's governing documents, including provisions for share redemption, business combination requirements, and director indemnification. No financial results or material agreements were disclosed in this filing.

• · The company is authorized to issue up to 500,000,000 shares of USD 0.0001 each.
• · Public Shares have redemption rights upon Automatic Redemption Event, Tender Redemption Offer, Redemption Offer, or Amendment Redemption Event.
• · Fair Value for a business combination is defined as at least 80% of the Trust Account balance (excluding deferred underwriting fees and taxes).
• · The memorandum includes detailed indemnification provisions for directors and officers.
• · No amendment to the business combination provisions (Regulation 23) is allowed before a business combination unless public shareholders are given redemption rights.

28-07-2026

Vestand Inc. (VSTD) received a final delisting decision from Nasdaq on July 23, 2026, effective July 27, 2026, due to non-compliance with periodic reporting requirements and the minimum bid price rule. The company's stock began trading on the OTC Pink Limited Market on July 27, 2026. Vestand is evaluating whether to request a review of the decision, but there is no assurance of a reversal.

• · The delisting was based on failure to file Form 10-Q for September 30, 2025, Form 10-K for December 31, 2025, and Form 10-Q for March 31, 2026.
• · The Panel also cited the prolonged absence of public disclosure, change in the company's business, and reservations about experience and institutional stability.
• · The company's Class A Common Stock began trading on the OTC Pink Limited Market on July 27, 2026, under the symbol VSTD.

28-07-2026

News Corp filed an 8-K on July 28, 2026, disclosing its ongoing stock repurchase program authorized up to $1 billion in aggregate of Class A and Class B common stock. The filing includes daily transaction disclosures provided to the ASX as exhibits. No financial results or material changes were reported.

• · The repurchase program covers both Class A common stock (NWSA) and Class B common stock (NWS).
• · Disclosures to the ASX are made on a daily basis for any transactions under the program.
• · The filing includes forward-looking statements regarding the company's intent to repurchase shares.

28-07-2026

Centene Corporation reported Q2 2026 GAAP diluted EPS of $2.19 and adjusted diluted EPS of $2.51, a significant turnaround from a GAAP loss of $(0.51) per share in Q2 2025. Total revenues rose 4% to $53.6 billion, driven by premium yield and PDP membership growth, while the consolidated HBR improved to 89.6% from 93.0%. However, total at-risk membership declined 7.6% year-over-year to 25.9 million, with Commercial membership falling 37% and Medicaid down 5.5%, partially offset by PDP growth. The company raised its full-year 2026 adjusted diluted EPS guidance to greater than $4.80.

• · Commercial HBR improved to 79.2% in Q2 2026, demonstrating significant year-over-year improvement in profitability.
• · Medicare segment HBR of 89.5% included fundamental outperformance in both Medicare Advantage and PDP.
• · Medicaid HBR of 93.9% was in-line with expectations.
• · Guidance increase includes approximately $0.50 of non-recurring items in Medicare and Commercial segments.
• · The company repurchased $260 million of senior notes due 2027 and 2028 during Q2 2026.
• · No borrowings on the $4.0 billion Revolving Credit Facility at quarter end.
• · Days in claims payable (DCP) was 47 days, down one day from Q1 2026 due to timing of state directed payments.
• · Full year 2026 GAAP diluted EPS guidance raised to greater than $3.11; adjusted diluted EPS guidance raised to greater than $4.80.
• · Full year 2026 total revenues guidance raised by $6.0 billion to a range of $193.5B to $197.5B.
• · Full year 2026 premium and service revenues guidance raised by $2.0 billion to a range of $173.0B to $177.0B.
• · Full year 2026 HBR guidance range is 90.5% to 91.3%.
• · Full year 2026 adjusted SG&A expense ratio guidance range is 6.9% to 7.5%.
• · Full year 2026 adjusted effective tax rate guidance range is 25.5% to 26.5%.
• · Full year 2026 diluted shares outstanding guidance range is 497 million to 500 million.
• · Adjusted net earnings for Q2 2026 were $1,248 million, compared to an adjusted net loss of $(79) million in Q2 2025.
• · GAAP net earnings for Q2 2026 were $1,091 million, compared to a GAAP net loss of $(253) million in Q2 2025.
• · Enterprise optimization costs for Q2 2026 were $37 million pre-tax.
• · Severance costs due to enterprise optimization and contract exits for Q2 2026 were $15 million pre-tax.
• · Net gain on debt extinguishment for Q2 2026 was $6 million pre-tax.
• · Amortization of acquired intangible assets for Q2 2026 was $161 million pre-tax.
• · The company operated MMPs through December 31, 2025; in 2026 these members are included in Medicare due to CMS transition to D-SNP based integration.

28-07-2026

Nautilus Biotechnology reported its first-ever revenue of $0.2M in Q2 2026, driven by a Michael J. Fox Foundation grant and its first Early Access Program customer. Operating expenses decreased 7% YoY to $15.9M, and net loss narrowed to $14.5M from $15.0M. However, the company delayed its broadscale assay commercial timeline indefinitely due to insufficient probe performance, while shifting resources to accelerate proteoform applications with Voyager platform launch now expected in early 2027.

• · Interest income declined 37.2% YoY to $1.3M in Q2 2026 from $2.1M in Q2 2025.
• · Cash, cash equivalents, and investments totaled $129.2M as of June 30, 2026, down from $156.2M as of December 31, 2025 (calculated from balance sheet: $12.4M cash + $91.0M short-term + $52.7M long-term = $156.2M).
• · Accumulated deficit grew to $361.2M as of June 30, 2026 from $332.0M at December 31, 2025.
• · Net loss per share improved to $(0.11) in Q2 2026 from $(0.12) in Q2 2025.
• · Stock-based compensation was $2.5M for the first six months of 2026, down from $3.9M in the prior year period.
• · The company had 3 commercial team members as of Q2 2026.
• · Broadscale assay commercial timeline is delayed indefinitely due to insufficient probe performance improvement.
• · Voyager platform launch delayed to early 2027 for pre-orders, with instrument shipments expected mid-2027.

28-07-2026

Polaris Inc. reported strong Q2 2026 results with sales up 9% YoY to $2,023 million, driven by strength in Utility and positive net price. However, international sales declined nearly 1% YoY, and the company's adjusted EPS of $1.97 included a $0.96 benefit from tariff refunds. Despite the strong quarter, the company raised full-year adjusted EPS guidance to $3.00-$3.10, but this still reflects a significant reliance on one-time tariff benefits.

• · Total Company sales in Q2 2026 were positively impacted by higher shipment volumes and positive net price.
• · Polaris North America ORV unit retail sales were up mid-single digits; estimated North America industry ORV unit retail sales were up low-single digits percent.
• · Marine segment sales were driven by higher shipments within the pontoon business and positive product mix.
• · Aixam & Goupil segment sales were driven by higher Goupil shipments; PG&A sales increased 2%.
• · Corporate segment includes results related to previously divested businesses and related transition services and supply agreements.
• · The company raised full-year 2026 adjusted sales guidance to $7.30B-$7.50B from $7.15B-$7.30B.
• · The company raised full-year 2026 adjusted EPS guidance to $3.00-$3.10 from $1.60-$1.70, with approximately $0.96 attributed to tariff refunds recorded in Q2 2026.
• · Cash and cash equivalents were $302.1M as of June 30, 2026, down from $324.3M a year earlier.
• · Inventories, net decreased to $1,566.0M from $1,698.0M a year earlier.
• · Total shareholders' equity decreased to $836.5M from $1,185.1M a year earlier.
• · Long-term financing obligations increased to $1,916.5M from $1,392.3M a year earlier.

28-07-2026

Polar Power, Inc. (POLA) announced a Committed Equity Facility (CEF) with Roth Principal Investments, LLC for up to $25 million, providing additional working capital flexibility to support growth in its DC power systems business, including data-center power/cooling and drone-charging systems. The facility is discretionary and subject to conditions, including SEC registration, and may be dilutive to existing stockholders. The company is not obligated to use the full amount, and there is no guarantee it can sell all shares due to Nasdaq rules and registration limits.

• · The CEF is with Roth Principal Investments, LLC, an affiliate of CR Financial Holdings, Inc. (holding company for Roth Capital Partners).
• · Sales under the facility will be at prevailing market prices and may be dilutive to existing stockholders.
• · The company intends to file a registration statement with the SEC to register the resale of shares; no sales can occur until that registration is effective.
• · The facility is discretionary — Polar Power is under no obligation to utilize any or all of the $25 million.
• · Limitations include the number of shares registered for resale and applicable Nasdaq rules.

28-07-2026

Atlantic Union Bankshares Corporation entered into an underwriting agreement on July 27, 2026, to issue $250 million aggregate principal amount of 6.25% Fixed-to-Floating Rate Subordinated Notes due 2036. The net proceeds will be used to repay $168.0 million of its outstanding 4.25% Fixed-to-Floating Rate Subordinated Notes due 2029, plus accrued interest, and for general corporate purposes. The offering is expected to close on July 30, 2026.

• · The offering is made under the Company's automatic shelf registration statement on Form S-3ASR (File No. 333-281290), effective August 6, 2024.
• · The redemption of the 2029 Notes is contingent on the completion of the new offering and the amount of proceeds.
• · The underwriting agreement includes customary representations, warranties, covenants, indemnification, and contribution obligations.

28-07-2026

Knox Lane completed its acquisition of Cross Country Healthcare, taking the company private. Joel Tremblay was appointed CEO, succeeding Kevin C. Clark who retired. The locums division was sold to All Star Healthcare Solutions, a Knox Lane portfolio company.

• · Transaction closed July 21, 2026.
• · Cross Country Healthcare becomes a privately held, standalone company.
• · Kevin C. Clark will support transition.
• · Joel Tremblay previously President of Medical Solutions.
• · BofA Securities provided fairness opinion.
• · Davis Polk & Wardwell LLP legal counsel to Cross Country.
• · MTS Health Partners financial advisor to Knox Lane; Kirkland & Ellis LLP legal counsel to Knox Lane.

28-07-2026

FiscalNote Holdings, Inc. filed an amendment to its Form 8-K to disclose the compensation arrangements for newly appointed President & CEO Key Compton. The CEO Agreement provides for an annual base salary of $425,000, a target annual incentive bonus of 75% of base salary, and an initial grant of 1,450,000 performance-based restricted shares. The filing also details severance and change-in-control provisions, including a $1 million transaction bonus.

• · The CEO Agreement was entered into on July 24, 2026, effective as of June 22, 2026.
• · Performance shares vest based on volume-weighted average price milestones over 5 or 10 years, plus service conditions.
• · In a change-in-control termination, time-based equity fully accelerates and performance conditions may vest if attained within 6 months post-termination.
• · Company will reimburse legal fees and gross-up for tax liability related to Section 83(b) election on the initial Performance Share award.

28-07-2026

Clearfield, Inc. entered into Amendment No. 4 to its Loan Agreement with Old National Bank on July 24, 2026, extending the maturity of its line of credit from July 24, 2026 to November 21, 2026. All other material terms remain unchanged. This is a routine extension of credit facility maturity.

• · Amendment No. 4 extends maturity from July 24, 2026 to November 21, 2026.
• · Original Loan Agreement dated April 27, 2022.

28-07-2026

Goliath Film & Media Holdings (GFMH) filed its 10-K annual report for the year ended April 30, 2026, reporting a net loss of $37,494, slightly wider than the $37,332 loss in the prior year. Distribution revenues declined 37.9% to $20,335 from $32,726, while total assets remained minimal at $1,417. The company continues to operate with a stockholders' deficit of $175,428, worsened from $137,934, and relies on related-party advances for financing.

• · Operating expenses decreased 17.5% YoY to $57,829 from $70,058.
• · General and administrative expenses were the only operating expense, totaling $57,829 in FY 2026.
• · The company had no investing activities in either fiscal year.
• · Related-party advances of $15,600 were the sole source of financing in FY 2026.
• · The company's accumulated deficit grew to $1,147,426 as of April 30, 2026.
• · No income tax provision was recorded in either year.
• · The company had no preferred shares issued or outstanding.

28-07-2026

Rexford Industrial Realty reported a net loss of $523.8M for Q2 2026, compared to net income of $120.4M in Q2 2025, driven by a $624.8M impairment of real estate. Total revenues declined 1.6% YoY to $245.5M, with rental income essentially flat at $243.0M. The company also repurchased $300.2M of common stock during the first half of 2026, while total assets decreased 7.8% from year-end 2025 to $11.6B.

• · Impairment of real estate totaled $631.6M for the six months ended June 30, 2026, compared to $0 in the prior year period.
• · Gains on sale of real estate decreased to $48.2M in H1 2026 from $57.5M in H1 2025.
• · Interest income fell sharply to $2.5M in Q2 2026 from $7.8M in Q2 2025, a decline of 67.9%.
• · Cash and cash equivalents dropped to $32.2M at June 30, 2026 from $165.8M at December 31, 2025.
• · Total equity decreased to $7.9B at June 30, 2026 from $8.8B at December 31, 2025.
• · Weighted average diluted shares outstanding decreased to 223.8M in Q2 2026 from 236.1M in Q2 2025.
• · Net loss per share (basic) was $(2.26) in Q2 2026 vs. earnings of $0.48 in Q2 2025.

28-07-2026

Bank of Hawaii Corp reported strong earnings growth for Q2 and H1 2026, with net income rising 33.9% to $63.8M in Q2 2026 and 32.3% to $121.2M in H1 2026, driven by higher net interest income and lower interest expense. However, total assets declined 1.4% from year-end 2025 to $23.84B, and total deposits fell 1.4% to $20.89B, while cash and cash equivalents dropped sharply by 52.2% to $452.8M. Noninterest income also decreased 3.3% in Q2 and 4.8% in H1, reflecting lower fees and service charges.

• · Net interest margin improved as total interest expense fell 18.4% in Q2 and 19.0% in H1, driven by lower deposit costs.
• · Noninterest expense increased slightly: Q2 +0.4% YoY to $111.2M, H1 +2.7% YoY to $227.3M.
• · The bank repurchased 215,995 common shares in Q2 2026 under its share repurchase program for $17.0M, and $32.1M in H1 2026.
• · Dividends declared remained steady at $0.70 per common share and $5.3M on preferred stock per quarter.
• · Allowance for credit losses was essentially flat at $147.0M, with a slight increase in provision in Q2 but a decrease in H1.
• · Net loans and leases grew 1.5% from $13.94B to $14.14B during H1 2026.
• · Investment securities losses, net were $1.3M in Q2 and $2.6M in H1, similar to prior year.
• · Cash flow from operations improved to $136.5M in H1 2026 from $100.0M in H1 2025.
• · Total shareholders' equity increased 1.3% to $1.875B, driven by retained earnings and other comprehensive income.
• · Accumulated other comprehensive loss improved slightly from ($244.4M) to ($243.5M).

28-07-2026

Hycroft Mining reported a net loss of $20.8M for Q2 2026 and $69.0M for H1 2026, widening from $11.7M and $23.5M in the prior-year periods, driven by a surge in stock-based compensation and exploration costs. Cash and equivalents rose to $220.5M from $181.7M at year-end 2025, supported by $79.2M in net stock issuance proceeds. However, operating cash flow remained deeply negative at -$44.1M for the six months, and the accumulated deficit grew to $895.8M.

• · Interest expense was eliminated in H1 2026 ($0) vs $6.9M in H1 2025, a 100% decrease.
• · Asset retirement obligation adjustments and accretion provided a $5.1M benefit in H1 2026 vs a $0.7M expense in H1 2025.
• · Proceeds from sale of equity investment securities were $0.6M in H1 2026 vs $0 in H1 2025.
• · Contract liabilities of $0.8M were recorded at June 30, 2026 vs $0 at December 31, 2025.
• · Restricted cash decreased by $8.0M from $22.5M at Dec 31, 2025 to $14.5M at Jun 30, 2026.
• · Accounts payable, accrued expenses, and other liabilities decreased by $2.7M from $7.7M to $5.0M.
• · Weighted average shares outstanding increased 232% in Q2 2026 (91.5M) vs Q2 2025 (27.6M).

28-07-2026

Bread Financial Holdings reported Q2 2026 net income of $146M, up 5% YoY, with diluted EPS of $3.55 (+21% YoY). Net interest margin improved to 18.49% from 17.71% and credit sales grew 11% to $7.5B. However, the provision for credit losses increased 14% to $313M, and adjusted net income available to common stockholders declined 3% to $144M. The effective tax rate rose sharply to 25.7% from 20.5%.

• · Interest on cash and investment securities declined 16% YoY to $39M in Q2 2026.
• · Interest on borrowings decreased 31% YoY to $56M in Q2 2026.
• · Total non-interest expenses were flat YoY at $483M in Q2 2026.
• · Depreciation and amortization expense decreased 8% YoY to $19M in Q2 2026.
• · Other non-interest expenses decreased 29% YoY to $42M in Q2 2026.
• · Average credit card and other loans grew only 3% YoY to $18.2B in Q2 2026.
• · Book value per common share increased 21% YoY to $81.79.
• · Tangible book value per common share increased 22% YoY to $63.66.
• · Cash dividend per common share increased 10% YoY to $0.23.
• · Reserve rate improved to 11.23% from 11.89% YoY.
• · Loan yield improved to 26.35% from 26.03% YoY.
• · Efficiency ratio improved to 48.6% from 51.8% YoY.
• · Average total stockholders' equity increased 8% YoY to $3.4B in Q2 2026.
• · Average tangible common equity increased 6% YoY to $2.6B in Q2 2026.

28-07-2026

Milmoe William H. disposed of 150,000 Common Stock at $46.25 (~$6.94M). 6 transactions reported in total. Milmoe William H. holds 11,632,396 shares after the transaction.

• · Milmoe William H. disposed of 150,000 Common Stock at $46.25 (~$6.94M)
• · Milmoe William H. disposed of 150,000 Common Stock at $46.25 (~$6.94M)
• · Milmoe William H. disposed of 150,000 Common Stock at $46.25 (~$6.94M)
• · Milmoe William H. disposed of 150,000 Variable Prepaid Forward Sale Contract (obligation to sell)
• · Milmoe William H. disposed of 150,000 Variable Prepaid Forward Sale Contract (obligation to sell)
• · Milmoe William H. disposed of 150,000 Variable Prepaid Forward Sale Contract (obligation to sell)

28-07-2026

COO Ye Gang sold 15,020 Class A ordinary shares at $100.30 (~$1.51M). 7 transactions reported in total. Ye Gang holds 200,000 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

• · COO Ye Gang sold 3,316 Class A ordinary shares at $98.18 (~$326K)
• · COO Ye Gang sold 1,052 Class A ordinary shares at $99.31 (~$104K)
• · COO Ye Gang sold 15,020 Class A ordinary shares at $100.30 (~$1.51M)
• · COO Ye Gang sold 612 Class A ordinary shares at $100.82 (~$61.7K)
• · COO Ye Gang sold 10,600 Class A ordinary shares at $102.95 (~$1.09M)
• · COO Ye Gang sold 3,489 Class A ordinary shares at $104.22 (~$364K)
• · COO Ye Gang sold 5,911 Class A ordinary shares at $104.69 (~$619K)