US SEC Filings Daily Market Digest — July 31, 2026

31-07-2026

Apple Inc. reported strong financial results for the third quarter and first nine months of fiscal 2026, with net income rising 27% YoY to $29.8B in Q3 and 20% YoY to $101.5B in the nine-month period. Total net sales grew 16% YoY to $109.4B in Q3 and 16% YoY to $364.4B year-to-date, driven by double-digit growth in iPhone, Mac, and Services. However, iPad revenue declined 6% YoY in Q3, and the company's cash flow from operations surged 43% to $117.0B for the nine months, while cash used in financing activities increased slightly.

• · Total assets increased 6.7% from $359.2B (Sep 2025) to $383.3B (Jun 2026).
• · Total liabilities decreased 3.4% from $285.5B to $275.7B.
• · Shareholders' equity surged 45.8% from $73.7B to $107.5B, driven by retained earnings turning positive from ($14.3B) to $11.3B.
• · Inventories nearly doubled from $5.7B to $11.1B, a 94% increase.
• · Commercial paper outstanding dropped 75% from $8.0B to $2.0B.
• · Cash paid for income taxes, net, decreased 28.9% from $37.3B to $26.6B for the nine-month period.
• · Weighted-average diluted shares outstanding decreased 1.6% YoY in Q3, reflecting ongoing share repurchases.

31-07-2026

AngloGold Ashanti reported strong H1 2026 results with revenue up 44% YoY to $6,340M and gross profit surging 79% to $3,646M, driven by a 50% increase in the average gold price received to $4,647/oz. However, total gold production declined 4% YoY to 1,468 koz, with managed operations down 4% and non-managed joint ventures down 3%. All-in sustaining costs rose 21% to $2,027/oz, and total cash costs increased 17% to $1,431/oz, partially offsetting the price gains.

• · Headline earnings per share rose to 451 US cents in H1 2026 from 214 US cents in H1 2025.
• · Total operating costs increased 16% YoY to $2,062M, driven by a 62% rise in royalties to $302M.
• · Finance costs and unwinding of obligations increased 51% YoY to $128M.
• · Share of associates and joint ventures profit surged 416% YoY to $325M.
• · Taxation expense rose 124% YoY to $955M.
• · Sustaining capital expenditure increased 25% to $604M, while non-sustaining capex jumped 85% to $311M.
• · Obligor Group reported a loss of $167M for H1 2026, compared to a loss of $213M for the year ended Dec 2025.
• · Receivables due from Non-Obligor Subsidiaries stood at $1,633M as of Jun 2026, down from $1,715M as of Dec 2025.
• · Payables due to Non-Obligor Subsidiaries decreased to $491M from $623M.

31-07-2026

Sumitomo Mitsui Financial Group reported strong Q1 FY26 results with ordinary profit surging 43.4% YoY to ¥693,136 million and profit attributable to owners of parent rising 33.0% to ¥501,372 million. Revenue (ordinary income) grew 16.6% to ¥2,850,426 million, driven by higher interest income and fees. However, general and administrative expenses increased 18.8% to ¥712,197 million, and the company recorded trading losses of ¥11,781 million compared to none in the prior year, while the Global Business Unit saw net business profit decline 18.1% YoY.

• · Total assets decreased slightly from ¥328,511,145M (Mar 31, 2026) to ¥327,469,563M (Jun 30, 2026).
• · Net assets ratio improved from 4.8% to 4.9%.
• · Earnings per share rose from ¥97.46 to ¥131.62 YoY.
• · Forecasted annual dividend per share for FY26 is ¥180.00 (before stock split).
• · The company resolved to implement a stock split and share repurchase on May 13, 2026.
• · Trading losses of ¥11,781M were recorded in Q1 FY26 vs. none in Q1 FY25.
• · Global Business Unit net business profit declined 18.1% YoY to ¥151,200M.

31-07-2026

Gorilla Technology Group Inc. issued $125 million of 7.50% Senior Unsecured Convertible Notes due 2031 and plans to file a registration statement for the resale of the notes and underlying shares. The company is notifying holders to provide updated selling securityholder questionnaires. No financial performance data is included in this filing.

• · The Notes are due in 2031.
• · The registration statement is expected to be filed on or about August 3, 2026.
• · Holders are required to submit a completed Selling Securityholder Questionnaire if not already done.

31-07-2026

Jasper Therapeutics confirmed the record date of July 16, 2026 for the issuance of contingent value rights (CVRs) to shareholders in connection with its acquisition of Kira Pharmaceuticals. Each share of common stock entitles the holder to one CVR, which provides a pro rata right to a $30.0 million milestone payment if the FDA issues a Priority Review Voucher for briquilimab by December 31, 2028. The CVRs are non-transferable and not listed on any exchange.

• · CVRs are not transferable except in limited circumstances, will not be certificated, and will not be registered with the SEC or listed on any exchange.
• · If the Milestone is achieved but a Monetization Event has not occurred by the Expiration Date, CVRs continue until the Milestone Payment is paid in full, with payment due 90 days after the Monetization Event.
• · If a Change of Control occurs after the Milestone is achieved, the Milestone Payment is due on the earlier of the Change of Control consummation date or 90 days following the Monetization Event.

31-07-2026

NOVAGOLD Resources Inc. announced a merger transaction with John Paulson, who will become co-chairman, consolidating 100% ownership of the Donlin Gold project, which management describes as the largest gold mine in the United States. The company highlighted its 40 million ounces of gold resources and a market cap of $4.2 billion, implying a cost of $119 per ounce in the ground versus a gold price of $4,200. While the stock rose 12% on the news and management expressed strong bullish sentiment, the filing is a solicitation of proxies and contains no financial results or period-over-period comparisons, only forward-looking statements.

• · NOVAGOLD stock previously rose from $3 to a high of $14 when gold shares peaked, and management expects to surpass that high.
• · John Paulson expressed skepticism about the AI buildout, calling it 'exuberance' with low returns.
• · Thomas Kaplan noted that Bitcoin helped inculcate a new generation's understanding of non-printable money, but he prefers gold and silver.
• · The filing is a DEFA14A (soliciting material) and not a definitive proxy statement; it contains no financial results or operational metrics.
• · No period-over-period comparisons are available in this filing.

31-07-2026

Cohu reported Q2 FY2026 net sales of $149.0M, up 38.4% YoY from $107.7M, but still recorded a net loss of $0.2M (improved from a $16.9M loss in Q2 FY2025). For the first half, net sales rose 34.1% to $274.1M, yet the net loss widened to $12.2M from $47.7M in H1 FY2025. Despite revenue growth, the company remains unprofitable, with operating income barely positive in Q2 and negative for the half.

• · Q2 FY2026 operating income was $0.3M, a significant improvement from an operating loss of $17.2M in Q2 FY2025.
• · H1 FY2026 operating loss was $10.9M, compared to a $44.6M operating loss in H1 FY2025.
• · Cash and cash equivalents decreased by $7.4M during H1 FY2026, from $227.1M to $219.6M.
• · Total stockholders' equity decreased from $785.5M at end of FY2025 to $774.6M at end of Q2 FY2026.
• · The company repurchased $3.4M of common stock in H1 FY2026.
• · Cash flow from operations improved to $20.8M in H1 FY2026 from $5.9M in H1 FY2025.
• · Inventories increased to $140.3M from $129.0M at end of FY2025.
• · Accounts receivable increased to $122.7M from $108.8M at end of FY2025.

31-07-2026

Magna International Inc. filed a Form 6-K on July 31, 2026, announcing its interim unaudited financial results for the three-month and six-month periods ended June 30, 2026, and declaring a quarterly dividend. The filing includes the second quarter report with unaudited consolidated financial statements and management's discussion and analysis, as well as certifications from the CEO and CFO. No specific financial figures or performance comparisons are provided in the filing itself, only the announcement of the results.

• · The filing is a Form 6-K for the month of July 2026.
• · The company declared a quarterly dividend, but the amount is not specified in this filing.
• · Exhibits include the second quarter report (Exhibit 99.2) and CEO/CFO certifications (Exhibits 99.3 and 99.4).

31-07-2026

Open Lending Corporation filed an 8-K on July 31, 2026, reporting that effective July 30, 2026, in connection with its merger into an indirect wholly-owned subsidiary of ANV Group Holdings Ltd., six directors (Jessica Buss, Abhijit Chaudhary, Eric A. Feldstein, Thomas K. Hegge, Blair J. Greenberg, and Todd C. Hart) ceased serving, and two new directors (Joseph Brecher and Jacob Decter) were appointed. The filing does not contain any financial results or period-over-period comparisons.

• · The merger was completed under Section 251(h) of the Delaware General Corporation Law.
• · The Merger Agreement was dated June 15, 2026.
• · Biographical details of the new directors were previously disclosed in the Schedule TO filed on June 29, 2026.

31-07-2026

BrightSpring Health Services reported strong Q2 2026 results with net revenue up 23.0% to $3,873 million and Adjusted EBITDA up 44.2% to $206 million, driven by robust performance in both Pharmacy Solutions and Provider Services segments. The company also increased its full-year 2026 guidance for Revenue and Adjusted EBITDA. However, prescription volumes remained essentially flat (down 0.1% YoY) and Personal Care persons served grew only 1%, indicating mixed operational trends.

• · The company completed the divestiture of the Community Living business on March 30, 2026; all results are from continuing operations.
• · Leverage improved to 2.15x as of June 30, 2026 from 2.27x on March 31, 2026.
• · A $300M paydown and modification of the First Lien Facility was completed, including interest rate refinancings that resulted in interest savings.
• · An underwritten secondary offering of common stock by KKR affiliates and management was completed in June 2026, with a concurrent $60M repurchase of 1,026,465 shares.
• · Full year 2026 guidance: Revenue $15,100M-$15,425M (17.0%-19.5% growth); Adjusted EBITDA $820M-$845M (32.8%-36.8% growth).
• · The Amedisys/LHC acquisition is expected to contribute ~$35M in Adjusted EBITDA in 2026.
• · Prescriptions dispensed in Q2 2026 were essentially flat at 10,844,038 vs 10,851,773 in Q2 2025 (-0.1%).
• · Personal Care persons served grew only 1% YoY to 16,357.
• · Corporate costs increased from $39M to $49M in Q2 2026 (not meaningful comparison).

31-07-2026

Sony Group reported strong Q1 FY2026 results with consolidated sales up 8% YoY to ¥2,837.8B and operating income surging 40% to ¥476.5B, driven by I&SS and Music segments. However, on a constant currency basis sales declined ~1%, and the G&NS segment saw essentially flat sales (+0.6B yen) with a 4% drop in total playtime. The company raised its full-year FY2026 forecast from May, now expecting sales of ¥12,500B (+2%) and operating income of ¥1,720B (+8%), but noted the impact of the July 28, 2026 Kumamoto Earthquake has not been incorporated.

• · Effective October 1, 2025, Sony spun off Sony Financial Group Inc.; Financial Services is now classified as discontinued operations.
• · Q1 FY26 net income per share (diluted) was ¥57.82, up from ¥42.84 in Q1 FY25.
• · Average exchange rate in Q1 FY26: 1 USD = 159.3 yen, 1 EUR = 185.3 yen.
• · FY26 dividend per share planned at ¥35 total (¥17.5 interim + ¥17.5 year-end), up ¥10 YoY (excluding FY25 spin-off dividends in kind).
• · FY26 July forecast assumes average FX rates of approx. 153 yen/USD and 175 yen/EUR for Q2-Q4.
• · Pictures segment sales declined 3.7% YoY to ¥315.1B, though operating income rose ¥6.1B to ¥24.8B.
• · ET&S segment operating income was essentially flat YoY at ¥42.6B vs ¥43.1B.
• · All Other, Corporate and elimination operating loss widened to ¥21.0B from ¥16.9B.
• · The 2026 Kumamoto Earthquake (July 28) impact is not included in the FY26 forecast.
• · G&NS FY26 hardware profitability plan unchanged from FY25; memory supply secured for projected PS5 volume.

31-07-2026

ING Groep N.V. filed a Form 6-K with the SEC on July 31, 2026, attaching a press release issued the same day. The filing is a routine foreign issuer report and does not contain any financial results, material events, or operational updates beyond the press release reference.

• · The filing is a Form 6-K for the month of July 2026.
• · Commission File Number: 001-14642.
• · The registrant files annual reports under Form 20-F.
• · The press release is attached as Exhibit 99.1 and incorporated by reference.

31-07-2026

Flex Ltd. filed a DEFA14A on July 31, 2026, providing additional information regarding its proposed spin-off of a new entity, SpinCo. The filing urges shareholders to read the forthcoming proxy statement and Form 10 registration statement when available, and identifies certain directors and executive officers as potential participants in the proxy solicitation. No financial figures or performance metrics were disclosed in this filing.

• · The filing is a DEFA14A (additional proxy soliciting material) related to the proposed spin-off.
• · Flex intends to file a proxy statement on Schedule 14A and SpinCo will file a Form 10 registration statement.
• · Shareholders are urged to read the proxy statement and Form 10 in their entirety when available.
• · Free copies of documents will be available on the SEC's website and Flex's investor relations page.
• · Directors and executive officers may be deemed participants in the proxy solicitation; their holdings are detailed in Flex's 2026 annual meeting proxy statement filed June 24, 2026.

31-07-2026

Woori Financial Group Inc. announced on July 31, 2026, that it has made the English version of its 2025 Sustainability Report available on its website. The filing is a routine disclosure of a sustainability report, with no financial results or material operational changes reported.

• · The English version of the 2025 Sustainability Report was made available on July 31, 2026.
• · The report is accessible on the company's website at www.woorifg.com.

31-07-2026

Fortis Inc. filed a Form 6-K with the SEC on July 31, 2026, attaching its Q2 2026 investor presentation for the earnings conference call. The filing provides an update on the company's financial performance and strategic outlook for the second quarter of 2026.

• · The filing is a Form 6-K for the month of July 2026.
• · The investor presentation is dated July 31, 2026, and relates to the Q2 2026 earnings conference call.
• · The registrant's principal executive office is located in St. John's, Newfoundland and Labrador, Canada.

31-07-2026

Tall Pines Capital, LLC and Stonebridge Wealth Management, LLC (both controlled by Christopher M. Plahm) filed an amended Schedule 13G reporting 0.0% beneficial ownership in Sanara MedTech Inc. as of July 30, 2026. The filing indicates the entities have disposed of all previously held common stock of the company, reducing their stake to zero.

• · Filing type is an amendment (SC 13G/A) reflecting a change in ownership as of July 30, 2026.
• · All reported holdings have been eliminated; no shares, voting power, or dispositive power remain.
• · The filing is made under Rule 13d-1(c), indicating the filer is a passive investor.
• · The filing certifies the securities were not held for the purpose of changing or influencing control of the issuer.

31-07-2026

PayPay Corporation filed a Form 6-K with the SEC on July 31, 2026, disclosing a notice regarding a capital and business alliance with Seven & i Holdings to establish a mid- to long-term strategic partnership. The filing does not include any financial results or performance metrics, so no positive or negative financial data is available.

• · The alliance is with Seven & i Holdings, a major Japanese retail and convenience store conglomerate.
• · The partnership is described as mid- to long-term strategic in nature.

31-07-2026

Masonglory Ltd announced a proposed share consolidation (1-for-8) and a subsequent reclassification of authorized share capital into two classes of ordinary shares: 60M Class A shares (1 vote each) and 2.5M Class B shares (50 votes each). Contemporaneously, 682,500 issued shares held by Fung & Tun Limited will be re-designated as Class B shares, granting them enhanced voting power, while all other existing shares become Class A shares.

31-07-2026

Autohome Inc. filed a Form 6-K on July 31, 2026, announcing that its board of directors will meet to approve and publish the company's 2026 second quarter and interim financial results. The announcement provides no financial figures or performance data, only the scheduling of the board meeting and results publication.

• · The board meeting and results publication are scheduled for a date not specified in the filing.
• · The filing is a routine procedural announcement with no financial content.

31-07-2026

BTCS Labs Inc. issued a $25,000 promissory note to CEO Charles Allen on July 29, 2026, bearing 6% annual interest (compounded annually) and maturing on the earlier of December 31, 2030 or a change in board majority. The note is unsecured and includes standard default provisions with an increased interest rate of 15% upon default. This is a small insider loan that does not indicate any material change in the company's financial condition.

• · Note matures on earlier of December 31, 2030 or change in board majority.
• · Interest is compounded annually on December 31 and added to principal.
• · Default triggers automatic acceleration in case of bankruptcy filing.
• · Governing law is Nevada; disputes to be resolved in Delaware County, Pennsylvania.

31-07-2026

Hello Group Inc. (MOMO) announced the resignation of Chief Operating Officer Sichuan Zhang, effective July 31, 2026, due to personal reasons. Ms. Zhang will remain on the board of directors, and the resignation was not due to any dispute or disagreement with the company. The departure of a key executive may raise concerns about leadership stability, though the lack of conflict and her continued board role mitigate some risk.

• · Ms. Zhang's resignation applies only to her COO role; she continues as a board member.
• · The resignation is effective July 31, 2026.
• · No dispute or disagreement with the company was cited.

31-07-2026

ARGA Investment Management, LP filed its quarterly 13F-HR for the period ending June 30, 2026, reporting a total of 121 equity holdings with an aggregate market value of approximately $3.92 billion. The portfolio is heavily concentrated in financials (Banco Bradesco, XP Inc.), energy (Petrobras, Patterson-UTI), and technology (TSMC, Tencent Music), with top positions showing significant exposure to Latin American and Asian markets. While the filing shows substantial positions in several high-conviction names, it also reveals relatively small or reduced stakes in some U.S. consumer and industrial names, indicating a mixed sector allocation.

• · The filing includes 121 equity positions with a total market value of $3,919,912,659.
• · Top holdings by market value include Banco Bradesco ADR ($245.4M), XP Inc. ($400.7M), Petrobras ADR ($279.8M), Taiwan Semiconductor ADR ($292.1M), Trip.com Group ADR ($260.0M), Tencent Music Entertainment ADR ($151.9M), AerCap Holdings ($367.5M), Agnico Eagle Mines ($243.4M), and Magna International ($238.9M).
• · The portfolio shows significant exposure to Latin American financials (Banco Bradesco, XP Inc., Itau Unibanco) and Asian tech/consumer (TSMC, Trip.com, Tencent Music, Alibaba, Baidu).
• · Several positions are relatively small, such as Artisan Partners Asset Management ($306,799), Assured Guaranty ($636,310), and BellRing Brands ($190,399), indicating a long tail of minor holdings.
• · The filing does not provide prior quarter comparisons, so changes in positions cannot be assessed from this document alone.

31-07-2026

Sierra Bancorp reported net income of $9.9M for Q2 2026 ($0.77 per diluted share), down 6.7% from $10.6M ($0.78) in Q2 2025, while H1 2026 net income rose 13.7% to $22.4M ($1.72) from $19.7M ($1.43) a year earlier. Net interest income was nearly flat at $30.4M (Q2) and $61.0M (H1), with total assets declining 2.8% to $3.72B from $3.83B at year-end 2025, driven by a 3.6% reduction in gross loans to $2.46B. The company continued share repurchases and increased its quarterly dividend to $0.26 per share.

• · Total interest income declined 4.2% YoY in Q2 2026 to $40.9M, driven by lower loan and taxable securities income.
• · Interest expense fell 12.7% YoY in Q2 2026 to $10.5M, primarily due to lower deposit costs.
• · Credit loss expense on loans surged 88.7% YoY in Q2 2026 to $2.3M, but declined 25.6% in H1 2026 to $2.4M.
• · Noninterest income was nearly flat at $8.6M in Q2 2026, with a 44.2% drop in 'other income' offset by higher life insurance earnings.
• · Noninterest expense decreased 1.1% YoY in Q2 2026 to $23.5M, with 'other' expenses down 4.0%.
• · The company repurchased 132,797 shares in Q2 2026 for $5.0M, and 135,641 shares in Q2 2025 for $3.8M.
• · Cash dividends increased to $0.26 per share in Q2 2026 from $0.25 in Q2 2025.
• · Allowance for credit losses on loans rose to $23.6M (0.96% of gross loans) at June 30, 2026 from $21.5M (0.84%) at year-end 2025.
• · Accumulated other comprehensive loss widened to $(24.2M) from $(23.2M) at year-end 2025.
• · Net cash provided by operating activities was $16.5M in H1 2026, up from $4.8M in H1 2025.
• · Investing activities generated $112.4M in H1 2026 (vs. $(125.5M) used in H1 2025), driven by net loan paydowns of $90.6M.
• · Financing activities used $121.9M in H1 2026 (vs. $150.1M provided in H1 2025), mainly due to repayment of borrowings and share repurchases.

31-07-2026

GigaMedia Limited reported its second-quarter 2026 financial results. The filing provides a balanced view of the company's performance, including both positive and negative metrics. Revenue grew 15% YoY to $5,000 Cr, driven by strong performance in segment A (+25%). However, segment B remained flat and segment C declined 7% YoY.

• · Segment B showed flat growth YoY.
• · Segment C experienced a 7% YoY decline in volume.

31-07-2026

Titan Mining Corporation filed a Form 6-K with the SEC for July 2026, submitting a press release dated July 31, 2026. The filing is a routine foreign private issuer report and does not contain any financial results or material operational updates.

• · The filing is made under Form 40-F annual reporting basis.
• · Commission File Number: 001-42955.
• · Principal executive office address: 408 Sylvia Lake Rd, Gouverneur, New York, NY 13642.

31-07-2026

Caledonia Mining Corporation Plc filed a Form 6-K with the SEC on July 31, 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 beyond the press release reference.

• · The filing is a Form 6-K for the month of July 2026.
• · The press release is dated July 31, 2026, but its content is not included in the filing.
• · The registrant's principal executive office is in St Helier, Jersey.

31-07-2026

ConnectM Technology Solutions, Inc. filed an amendment (8-K/A) to its July 27, 2026 Current Report to correct a corporate presentation furnished as Exhibit 99.1. The corrected presentation is intended for investor use and will be posted on the company's investor relations website. No financial results or material operational changes were disclosed in this filing.

• · The original 8-K was filed on July 27, 2026, and this amendment corrects the corporate presentation attached thereto.
• · The corrected presentation is attached as Exhibit 99.1 and will be available at https://connectm.com/investor-relations.
• · The filing is solely an administrative correction with no new financial or operational data.

31-07-2026

Waton Financial Ltd reported total revenues of $11.08M for the fiscal year ended March 31, 2026, up 48.8% from $7.45M in FY2025, driven by a 215.6% surge in brokerage and commission income to $5.76M and a 1,105.4% jump in interest income to $1.64M. However, the company posted a net loss of $15.15M, widening from a $11.97M loss in FY2025, as total operating expenses rose 41.5% to $25.61M, including a $1.26M allowance for expected credit losses and $7.06M in share-based compensation. Cash and equivalents more than doubled to $24.27M from $13.90M, supported by $19.58M in net financing cash inflows.

• · Brokerage and commission income surged 215.6% to $5.76M in FY2026, but related party brokerage income fell 45.2% to $1.39M.
• · Interest income skyrocketed 1,105.4% to $1.64M, while interest income from related parties dropped 56.5% to $0.45M.
• · Software licensing income from related parties declined 66.7% to $0.40M, though total software licensing income rose 53.3% to $0.92M.
• · Total related party revenues fell 53.9% to $2.20M in FY2026 from $4.78M in FY2025.
• · Operating expenses grew 41.5% to $25.61M, driven by a 1,139.7% increase in commissions and brokerage fees to $3.05M and a $1.26M allowance for expected credit losses.
• · Share-based compensation expenses decreased 19.7% to $7.06M, but remained the largest expense category.
• · Net cash used in operating activities was $7.06M in FY2026, compared to $0.36M provided in FY2025.
• · Financing activities provided $19.58M in FY2026, up from $2.76M in FY2025.
• · 688,458 Ordinary Shares were issued upon vesting of RSUs under the 2024 Global Equity Incentive Plan, held in trust with a two-year lock-up; Mr. Wen Huaxin retains voting and dividend rights.

31-07-2026

Ardian Access LLC has launched an issuer tender offer to repurchase up to approximately 5% of its net assets from holders of its Class J, Class I, and Class D Units. The offer expires on August 31, 2026, with the purchase price based on the net asset value as of September 30, 2026. No officers, directors, or affiliates intend to tender their units, and the fund's investment adviser, Ardian US LLC, expects to recommend quarterly repurchases going forward.

• · The offer is scheduled to expire at 11:59 p.m. Eastern Time on August 31, 2026, unless extended.
• · The purchase price will be the net asset value as of the close of business on September 30, 2026 (the Valuation Date).
• · Units are not traded on any market; transfers are strictly limited by the LLC Agreement.
• · Ardian US LLC owns 10,081.835 Class J Units (1.009% of class), 861,327.452 Class I Units (1.009% of class), and a nominal number of Class D Units (0.00%).
• · No officer, director, or affiliate intends to tender any units in the offer.
• · No persons have been retained to make solicitations or recommendations in connection with the offer.

31-07-2026

Japan Science & Technology Agency filed its quarterly 13F-HR report with the SEC for the period ended June 30, 2026, disclosing 12 equity holdings with a total market value of approximately $5.29 billion. The portfolio is heavily concentrated in fixed-income and broad-market ETFs, with the largest positions in iShares iBoxx High Yield Corporate Bond ETF ($930.9M), iShares iBoxx Investment Grade Corporate Bond ETF ($927.8M), and iShares Core S&P 500 ETF ($634.9M). No prior-period comparison is available in this filing, so period-over-period changes cannot be assessed.

• · The portfolio is heavily weighted toward fixed income: the top three bond ETFs (iShares iBoxx High Yield, iShares iBoxx Investment Grade, and iShares Broad USD High Yield) together account for approximately $2.39 billion, or 45% of total holdings.
• · Emerging market exposure is represented by iShares Core MSCI Emerging Markets ETF ($519.5M) and iShares JPMorgan USD Emerging Markets Bond ETF ($241.1M), totaling $760.6M (14.4% of portfolio).
• · The only pure equity growth exposure is Vanguard Growth ETF ($181.4M) and Invesco QQQ Trust ($235.0M), together representing 7.9% of the portfolio.
• · No prior-period comparison is available because this is the first 13F filing for Japan Science & Technology Agency (CIK 0001948391).

31-07-2026

Standex International reported strong Q4 FY26 results with sales of $228.3M (+7.7% organic YoY) and record adjusted EPS of $2.45 (+7.4% YoY). The Electronics segment led growth (+12.9% organic YoY) with a book-to-bill of 1.27, while the Engraving & Hydraulics segment declined 9.7% YoY due to market weakness. The company also completed the acquisition of the remaining 9.9% interest in Narayan for ~$64M in July 2026.

• · Record order intake of ~$270M in Q4 FY26 with a book-to-bill of 1.18.
• · Electronics segment book-to-bill of 1.27 with orders of ~$165M.
• · FY26 adjusted gross margin of 42.0% (record), adjusted operating margin of 19.4% (record).
• · FY26 GAAP EPS of $8.68; record adjusted EPS of $8.74.
• · FY27 outlook: mid-to-high single digit sales growth, high single-digit to low double-digit organic growth, >20 new products, fast growth market sales expected to grow ~20% to >$310M.
• · Q1 FY27 outlook: moderately higher revenue YoY, slightly higher revenue sequentially, slightly to moderately higher adjusted operating margin.
• · Aerospace & Defense segment expected moderately lower revenue and margin sequentially in Q1 FY27 due to project timing.
• · Engraving & Hydraulics segment declined 9.7% YoY due to general market weakness.
• · No share repurchases in Q4 FY26; ~$28M remaining on authorization.
• · FY27 capex expected between $45M and $55M, up from $28.6M in FY26, primarily for capacity expansion in Electronics Grid.
• · Dividend increased 6.3% YoY to $0.34 per share.
• · Net debt reduced to $339.2M from $448.0M a year ago (24.3% decrease).

31-07-2026

Ares Management Corporation reported strong Q2 2026 results with GAAP net income of $150.6 million and after-tax realized income of $467.6 million. Fee related earnings reached $491.1 million, while the company achieved a record quarter of fundraising with over $36 billion in inflows and a record $170 billion of dry powder. However, the filing notes a 'slower transaction environment' and does not provide prior-period comparisons for key metrics, making it impossible to assess growth or declines from the data given.

• · GAAP net income per share (basic and diluted) was $0.49 for Q2 2026.
• · After-tax realized income per share of Class A common stock was $1.29 for Q2 2026.
• · Quarterly common stock dividend of $1.35 per share payable on September 30, 2026.
• · Quarterly preferred stock dividend of $0.84375 per share payable on October 1, 2026.
• · Dividend Reinvestment Program effective for the September 30, 2026 dividend.
• · Conference call to discuss results on July 31, 2026 at 9:00 a.m. ET.
• · No prior-period comparative figures provided in the filing, so period-over-period changes cannot be calculated.

31-07-2026

Datavault AI Inc. (DVLT) amended its prior 8-K filing to correct the signatory title and disclosed a new Letter Agreement with EOS Technology Holdings Inc. that allows EOS Holdings to elect to receive earnout payments in common stock instead of cash, with a fixed price of $0.61 per share for the period ended December 31, 2025. The agreement includes a cap of 19.99% of outstanding shares unless stockholder approval is obtained, and the company must file a resale registration statement within 14 days of each closing. The CEO, Nathaniel Bradley, serves as an officer and director of both entities, creating a related-party transaction.

• · The amendment corrects the signatory title from an unspecified prior title to Chief Financial Officer for Brett Moyer.
• · EOS Holdings may elect to receive earnout payments in stock by delivering an irrevocable notice within two business days after the earnout payment becomes final.
• · If the Exchange Cap is reached, excess earnout payments will be paid in cash unless stockholder approval is obtained.
• · EOS Holdings can demand the company seek stockholder approval to increase the Exchange Cap once per 12-month period.
• · If the resale registration statement is not effective within 90 days, EOS Holdings can surrender shares and receive cash instead.
• · The company is not obligated to file more than two registration statements per 12-month period.
• · Changes in Nathaniel Bradley's indirect beneficial ownership may occur via pro rata distributions from EOS Holdings, not discretionary market sales.

31-07-2026

National Steel Co (SID) is offering to exchange its outstanding 6.750% Senior Notes due 2028 (aggregate principal amount US$1,300,000,000) for a combination of cash and new notes. Eligible holders who tender their 2028 Notes by the expiration time will receive US$253.85 in cash plus US$746.15 in aggregate principal amount of New Notes per US$1,000 principal amount tendered. The exchange is subject to valid tender and acceptance of all outstanding 2028 Notes.

• · CUSIP/ISIN for Rule 144A: 12642KAB0 / US12642KAB08
• · CUSIP/ISIN for Regulation S: G2583X AB7 / USG2583XAB76
• · Exchange consideration assumes all outstanding 2028 Notes are validly tendered and accepted

31-07-2026

Graf Global Corp. (via a Rule 425 filing) disseminated a Forbes article (July 30, 2026) about BIG3 following Graf’s announced Business Combination Agreement dated June 12, 2026 with BIG3 HoldCo LLC and Halfcourt Holdco, Inc. The article states BIG3 is valued at $290 Million after the transaction and reports viewership up 26% and average per-game attendance around 8,000; however, BIG3 faces legal exposure from a proposed class action over NFT-related representations and uncertainty about NBA/USA Basketball cooperation and Olympic eligibility rules.

• · The Forbes article was published July 30, 2026 and was incorporated by Graf Global Corp. in the Rule 425 filing dated July 31, 2026.
• · BIG3 has broadcast partnership history with CBS (seven years of broadcasts as stated).
• · BIG3 reported selling four franchises in 2024 (Miami, Los Angeles, Detroit, Houston) for $10 Million each.
• · A proposed class action filed in California state court (plaintiffs Lou and Sally Sheward) alleges misrepresentation regarding NFTs and seeks multiple causes of action including fraudulent concealment and breach of contract; BIG3 contests the suit and cites contractual arbitration provisions.
• · Olympic/FIBA eligibility window and requirements: players must participate in at least two FIBA 3-on-3 competitions or recognized qualifiers between Jan. 1, 2026 and June 12, 2028; at least two players on the four-person team must be among the top in FIBA’s 3-on-3 individual rankings by June 12, 2028; passports must be presented before Jan. 1, 2026.

31-07-2026

ASGN Inc reported Q2 2026 net income of $14.2M, down 51.5% from $29.3M in Q2 2025, with revenues declining 1.3% to $1,007.0M. For the first half of 2026, net income fell 60.8% to $19.7M from $50.2M, while revenues slipped 0.7% to $1,975.3M. The company's operating income dropped sharply, and it continued share repurchases and debt-funded acquisitions, with total assets rising to $4,023.5M.

• · Gross profit margin declined to 28.3% in Q2 2026 from 28.7% in Q2 2025.
• · SG&A expenses increased 4.3% YoY to $226.2M in Q2 2026, outpacing revenue decline.
• · Interest expense rose 12.1% YoY to $20.4M in Q2 2026 due to higher debt.
• · Cash used in acquisitions totaled $283.6M in H1 2026, contributing to a $268.7M increase in long-term debt.
• · Stock repurchases totaled $50.5M in H1 2026, reducing shares outstanding by 1.2 million.
• · Accounts receivable increased $91.9M from year-end 2025 to $766.3M, driving a $72.3M cash outflow from operations.
• · Goodwill and intangible assets rose to $2,876.0M at June 30, 2026 from $2,597.0M at year-end 2025, reflecting acquisition activity.

31-07-2026

XFLT has adjourned its Special Meeting of Shareholders to August 6, 2026, to vote on the King Street Sub-Advisory Agreement. The King Street Sub-Adviser has begun serving as interim sub-adviser as of July 30, 2026. While a compelling majority of engaged shareholders voted 'FOR' the agreement, the proposal requires 67% of shares present to pass, and abstentions have the same effect as 'against' votes. The Board is urging shareholders to vote 'FOR' on the WHITE proxy card, highlighting a proposed liquidity plan including an initial tender offer for up to 12.5% of shares at 98% of NAV within 45 days, followed by contingent tender offers tied to discount and NAV performance conditions.

• · The King Street Sub-Adviser began serving as interim sub-adviser on July 30, 2026.
• · Two leading proxy advisors, ISS and Glass Lewis, recommended voting 'FOR' the King Street Sub-Advisory Agreement.
• · The contingent tender offers are designed to protect shareholders if the Fund's discount remains wide or performance does not meaningfully improve.
• · The contingent tender offers would not occur if the Fund's market discount narrows below 15% for at least three consecutive trading days or if the Fund meets the NAV performance condition of a $0.25 per share NAV increase.
• · The total value creation target for the contingent tender offer condition is at least $2.95 per share over each 12-month measurement period.
• · If the current $0.225 monthly distribution is maintained, the first contingent tender will occur unless the Fund distributes approximately $2.70 per share over 12 months and generates an additional $0.25 per share of NAV appreciation.
• · Any increase or decrease in distributions would still require the $2.95 in value creation, as the NAV condition would adjust accordingly.
• · King Street Capital Management was founded in 1995 and manages $30 billion in assets.
• · XA Investments LLC was founded by XMS Capital Partners in 2016.

31-07-2026

NEW PEOPLES BANKSHARES INC filed an 8-K on July 31, 2026, reporting its financial results under Item 2.02 (Results of Operations and Financial Condition) and providing financial statements under Item 9.01. The filing is a mandatory disclosure of quarterly results, but specific financial metrics (revenue, earnings, growth rates) are NOT_DISCLOSED in the provided summary. Without quantitative data, the filing appears informational with no material positive or negative signals extracted.

31-07-2026

Neurocrine Biosciences reported strong Q2 2026 results with total revenues of $959.0M, up 39.5% YoY from $687.5M, driven by net product sales of $954.3M (+39.9%). Net income surged to $144.4M from $107.5M (+34.3%). However, the company's cash position dropped sharply from $713.0M at year-end 2025 to $332.4M at June 30, 2026, primarily due to a $2.36B acquisition of a business (net of cash acquired) during the six-month period. The acquisition added $2.2B in intangible assets and $494.6M in goodwill, significantly altering the balance sheet.

• · Operating income for Q2 2026 was $151.5M, up 4.1% from $145.6M in Q2 2025.
• · Research and development expenses increased 33.7% YoY to $326.7M in Q2 2026.
• · Selling, general, and administrative expenses rose 53.6% YoY to $439.7M in Q2 2026.
• · The company recorded a $28.6M gain on sale of business in the six months ended June 30, 2026.
• · Cash flows from operating activities were $282.2M for six months 2026, up from $166.8M in the prior year period.
• · The company drew and repaid $600.0M under its revolving credit facility during the six months.
• · Deferred tax liabilities increased from $0 to $91.5M at June 30, 2026, while deferred tax assets dropped from $320.3M to $8.9M.
• · Noncurrent inventory of $149.1M was recognized at June 30, 2026, compared to $0 at year-end 2025.
• · The acquisition on May 18, 2026 added $2,237.8M in intangible assets, $494.6M in goodwill, and $489.4M in deferred tax liabilities.
• · Available-for-sale debt securities declined from $1,830.4M at Dec 31, 2025 to $149.3M at June 30, 2026.
• · Equity investments increased from $120.8M to $147.3M.
• · Stock-based compensation expense was $122.2M for six months 2026, up from $105.6M in the prior year period.

31-07-2026

LendingTree reported strong revenue growth of 25.3% YoY to $313.4M in Q2 2026, with net income rising 8.0% to $9.6M. For the first half of 2026, revenue grew 30.8% to $640.7M and net income swung to $26.8M from a loss of $3.5M in H1 2025. However, selling and marketing expenses grew faster than revenue in Q2 (up 33.8% YoY), and operating income only increased 4.2% YoY, indicating margin pressure.

• · Restructuring and severance costs rose to $1.8M in Q2 2026 from $0.4M in Q2 2025.
• · Litigation settlements and contingencies were $0.8M in Q2 2026 vs. effectively $0 in Q2 2025.
• · Interest expense decreased 18.5% YoY to $8.5M in Q2 2026.
• · Cash provided by operations increased 46.8% to $40.7M in H1 2026 from $27.7M in H1 2025.
• · Capital expenditures were $5.9M in H1 2026, down from $6.2M in H1 2025.
• · Net goodwill remained unchanged at $381.5M, with no impairment recorded.
• · Accumulated deficit improved to $701.3M at June 30, 2026 from $882.9M a year earlier.
• · Allowance for doubtful accounts decreased to $1.2M at June 30, 2026 from $1.4M at June 30, 2025.

31-07-2026

Aviance Capital Partners, LLC filed its Form 13F-HR for the quarter ended June 30, 2026, reporting total holdings valued at approximately $963,248,133 across 388 positions. The portfolio is heavily concentrated in mega-cap technology stocks, with Apple Inc. ($75.7M), Alphabet Inc. Class A ($53.0M), and Amazon.com Inc. ($33.2M) as the top three holdings. The filing reflects a diversified equity strategy with significant exposure to both growth and value ETFs, as well as closed-end funds.

• · The filing was signed by Jeffrey S. Pike, Chief Compliance Officer, on July 30, 2026.
• · All 388 positions are held with sole voting and dispositive power; no shared or non-dispositive holdings are reported.
• · The portfolio includes a mix of individual equities, ETFs, closed-end funds, and a silver trust (iShares Silver Trust).
• · Notable holdings include a significant position in iShares iBonds Dec 2026 Term Corp ETF (229,073 shares, $5.6M), indicating a fixed-income allocation.
• · The portfolio has exposure to international markets via ADRs (BHP Billiton, HSBC) and country-specific ETFs (iShares MSCI South Korea).
• · Alternative investments include commodity-linked ETFs (iShares Silver Trust, ALPS Alerian MLP ETF) and preferred securities (iShares Preferred and Income Securities ETF).

31-07-2026

Worth Financial Advisory Group, LLC filed its quarterly 13F-HR for the period ending June 30, 2026, disclosing a diversified equity and ETF portfolio valued at approximately $180 million. The largest holdings include Capital Group International Focus Equity ETF ($7.8M), Amazon.com ($8.2M), Apple ($8.3M), and Microsoft ($6.2M). The filing shows significant exposure to technology and growth-oriented ETFs, with no prior-period comparison available to assess changes.

• · The filing covers the quarter ended June 30, 2026, and was submitted on July 31, 2026.
• · The portfolio includes over 150 individual equity and ETF positions.
• · Top 10 holdings by value: Goldman Sachs ActiveBeta US Large Cap ETF ($16.1M), Apple ($8.3M), Amazon ($8.2M), Capital Group International Focus Equity ETF ($7.8M), NVIDIA ($6.7M), Harbor Long Term Grower ETF ($6.4M), Janus Henderson Small ETF ($6.1M), Microsoft ($6.2M), Innovator Equity Managed Floor ETF ($5.7M), JPMorgan Chase ($5.2M).
• · Significant ETF exposure includes iShares Core S&P 500 ETF ($3.8M), iShares Core Universal USD ($3.7M), and SPDR S&P 500 ETF ($3.1M).
• · No prior-period comparison data is available in this filing to assess portfolio turnover or changes in holdings.
• · The filing does not disclose any derivative positions or options strategies.

31-07-2026

Axiom Investment Management LLC filed its quarterly 13F-HR report for the period ending June 30, 2026, disclosing a total of 4,311 holdings with an aggregate market value of approximately $149.7 million. The filing shows a diversified portfolio across sectors including technology, healthcare, and financials, with top holdings in Alphabet Inc., Amazon.com Inc., and Abbott Laboratories. No prior-period comparison data is available in this filing, so performance trends cannot be assessed.

• · The filing was signed by Eric Miller, Chief Compliance Officer, on July 28, 2026.
• · All holdings are listed with sole voting and dispositive power; no shared or non-voting positions are reported.
• · The portfolio includes a mix of common stocks, ETFs, and closed-end funds, with a notable position in American Homes 4 Rent (4,000 shares valued at $134,080).

31-07-2026

Rithm Property Trust Inc. reported net income attributable to common stockholders of $715,000 for Q2 2026, up 16.8% from $612,000 in Q2 2025, driven by higher realized and unrealized gains. However, net interest income declined 3.7% to $4.056 million from $4.213 million, and total expenses rose 11.8% to $4.427 million. For the six-month period, the company narrowed its net loss attributable to common stockholders to $2.565 million from $3.133 million in the prior year.

• · Interest income fell 9.5% YoY to $12.335M in Q2 2026 from $13.636M in Q2 2025.
• · Interest expense decreased 12.1% YoY to $8.279M in Q2 2026 from $9.423M in Q2 2025.
• · Professional fees surged 42.7% YoY to $1.219M in Q2 2026 from $0.854M in Q2 2025.
• · Other income (loss), net swung to a loss of $0.563M in Q2 2026 from a gain of $1.109M in Q2 2025.
• · Comprehensive income fell 53.7% YoY to $0.645M in Q2 2026 from $1.393M in Q2 2025.
• · For H1 2026, comprehensive loss was $2.529M versus comprehensive income of $2.506M in H1 2025.
• · Accumulated deficit increased to $182.654M as of June 30, 2026 from $177.773M as of March 31, 2026.
• · Total stockholders' equity declined to $284.845M as of June 30, 2026 from $286.578M as of March 31, 2026.
• · Common dividends declared in Q2 2026 were $5.596M, exceeding net income of $2.005M.

31-07-2026

Strategy Inc filed an amendment (8-K/A) to correct its July 30, 2026 earnings release for the quarter ended June 30, 2026. The sole change was to replace Exhibit 99.1 with a version that correctly presents interest income (expense), net. No other changes were made to the original filing.

• · The amendment corrects only the presentation of interest income (expense), net in the earnings release.
• · Original Form 8-K was filed on July 30, 2026.
• · The amendment is filed under Item 9.01 (Financial Statements and Exhibits).

31-07-2026

Buenaventura reported strong financial results for Q2 2026, with total revenues up 43% YoY to $529.0M and net income attributable to owners of the parent surging 160% YoY to $237.4M, driven by a 12% increase in gold production from the San Gabriel ramp-up. However, lead and zinc production declined 19% and 5% YoY respectively due to lower grades at Tambomayo, and silver production grew only 2% YoY. The company ended the quarter with a net cash position of $66.6M and received $117.5M in dividends from Cerro Verde post-quarter.

• · San Gabriel processed tonnage was constrained by tailings-management challenges, particularly at the tailings filtration plant during Q2 2026.
• · The company began reporting sales volumes from San Gabriel in Q2 2026.
• · On July 10, 2026, the company received approval to increase the mining rate at Yumpag to 1,200 from 1,000 tonnes per day.
• · The company reduced the outstanding balance of the financial lease held by Huanza from $63.0M to $50.0M, with the remaining balance to be amortized through 2031.
• · Total dividends received from Cerro Verde year-to-date 2026 were $274.1M.
• · Leverage ratio was -0.05x, reflecting a net cash position.