US SEC Filings Daily Market Digest — August 04, 2026

04-08-2026

Palantir Technologies reported a strong Q2 2026 with revenue of $1.935B, up 92.8% YoY from $1.004B, and net income attributable to common stockholders of $1.062B, up 225% from $0.327B. For the six-month period, revenue grew 89.0% to $3.568B and net income rose 257% to $1.932B. However, the company recorded an accumulated other comprehensive loss of $(7.1M) compared to a gain of $13.9M at year-end 2025, driven by foreign currency translation and unrealized losses on securities.

• · Earnings per share (diluted) for Q2 2026 was $0.41, up from $0.13 in Q2 2025.
• · Earnings per share (diluted) for H1 2026 was $0.75, up from $0.21 in H1 2025.
• · Gross profit for Q2 2026 was $1.639B (84.7% margin) vs $0.811B (80.8% margin) in Q2 2025.
• · Total operating expenses for Q2 2026 were $726.6M, up 34.2% from $541.4M in Q2 2025.
• · Stock-based compensation for H1 2026 was $466.8M, up 48.0% from $315.3M in H1 2025.
• · The company repurchased 8 shares of common stock for $1,500 during H1 2026.
• · Net unrealized loss on available-for-sale securities was $16.8M in H1 2026 vs $2.3M in H1 2025.
• · Foreign currency translation adjustments were a loss of $4.2M in H1 2026 vs a gain of $12.7M in H1 2025.
• · Total equity increased to $9.885B as of June 30, 2026 from $7.488B as of December 31, 2025.
• · Noncontrolling interests were $110.7M as of June 30, 2026 vs $100.7M as of December 31, 2025.
• · The company held $7.195B in U.S. Treasury securities as marketable securities as of June 30, 2026.
• · Publicly-traded equity securities increased to $184.1M as of June 30, 2026 from $23.4M as of December 31, 2025.
• · Accounts receivable increased 42.5% to $1.485B, indicating potential collection risk or strong sales growth.
• · Deferred revenue (current) grew 41.7% to $579.4M, while noncurrent deferred revenue declined 27.0% to $33.7M.
• · Customer deposits (current) increased 26.6% to $452.1M.
• · Net cash provided by operating activities was $2.115B in H1 2026, up 149% from $0.850B in H1 2025.
• · Net cash used in investing activities was $1.510B in H1 2026, down 24.8% from $2.007B in H1 2025.
• · Net cash provided by financing activities was $8.4M in H1 2026 vs net cash used of $22.4M in H1 2025.
• · The company's accumulated deficit improved by 54.2% to $1.630B from $3.562B at year-end 2025.

04-08-2026

Ingredion reported mixed Q2 2026 results: adjusted EPS of $2.82 (down 2% YoY from $2.87) and adjusted operating income of $258M (down 5% YoY), while reported EPS fell sharply to $1.78 from $2.99 due to impairment and acquisition costs. Texture & Healthful Solutions continued its volume growth streak (+5% operating income YoY), but Food & Industrial Ingredients–U.S./CAN operating income plunged 33% YoY due to Argo plant disruptions. The company reaffirmed full-year adjusted EPS guidance of $10.30–$10.90 and announced that Tate & Lyle shareholders approved its 595 pence all-cash offer, marking progress on the pending acquisition.

• · Net financing costs surged to $55M in Q2 2026 from $12M in Q2 2025, primarily due to a $47M mark-to-market FX loss on British pound sterling hedges related to the Tate & Lyle acquisition.
• · The reported effective tax rate increased to 33.7% from 23.6% a year ago, driven by the gain on sale of the Pakistan business and Mexican peso impacts.
• · Full-year 2026 adjusted operating income guidance was revised down to mid-single-digit decline (from prior expectations) due to the Pakistan sale.
• · Food & Industrial Ingredients–U.S./CAN operating income is now expected to be down 20-25% for full-year 2026, reflecting Argo plant headwinds.
• · All Other operating loss is now anticipated to be approximately $(15)M for full-year 2026, removing the second-half contribution from the Pakistan business.
• · Cash from operations guidance for full-year 2026 was narrowed to $700M–$800M.
• · Capital expenditures guidance for full-year 2026 is $450M–$490M.
• · Third quarter 2026 net sales expected up low single-digits, but reported and adjusted operating income both expected down mid-single-digits YoY.

04-08-2026

ZTO Express (Cayman) Inc. filed a Form 6-K with the SEC on August 4, 2026, attaching a monthly return on securities movements submitted to the Stock Exchange of Hong Kong. The filing is a routine regulatory disclosure and contains no financial results or material operational updates.

04-08-2026

Lipocine reported Q2 2026 net loss of $2.6 million (diluted EPS $(0.32)) compared to a net loss of $2.2 million (diluted EPS $(0.41)) in Q2 2025, reflecting a wider net loss while per-share loss improved due to a higher share count. Total revenues fell to $0.19 million from $0.62 million, as license revenue of $0.5 million in the prior-year period was not repeated. However, cash and marketable securities increased significantly to $23.3 million from $14.9 million at year-end 2025, notably from equity financing. LPCN 1154 for postpartum depression failed its Phase 3 primary endpoint, though a post-hoc exclusion of one high-enrolling site showed statistically significant improvement; a new Phase 3 trial has been initiated and an FDA guidance meeting is scheduled for Q3 2026.

• · LPCN 1154 failed its Phase 3 primary endpoint; a post-hoc analysis excluding one high-enrolling site showed efficacy, but the company acknowledges data validity questions.
• · FDA guidance meeting for LPCN 1154 scheduled for Q3 2026; a new placebo-controlled PPD trial has been initiated.
• · Pharmalink received marketing authorization for TESTYRA® (TLANDO) in the UAE on July 8, 2026.
• · Q2 2026 R&D expense was $2.0M vs $2.1M in Q2 2025 (down 4.8%), but H1 2026 R&D expense rose to $4.8M from $3.2M (up 50.3%) due to Phase 3 study costs and personnel.
• · G&A expense increased to $1.0M in Q2 2026 from $0.9M in Q2 2025 (up 11.3%), and to $2.2M from $2.0M in H1 (up 9.1%), due to higher consulting and professional fees.
• · Weighted average diluted shares outstanding increased to 8.22M in Q2 2026 from 5.35M in Q2 2025, reflecting equity financing.
• · Accumulated deficit grew to $(215.7M) as of June 30, 2026 from $(209.4M) at December 31, 2025.

04-08-2026

Grab Holdings Limited reported record financial results for Q2 2026, announced a $750 million share repurchase program, and raised its full-year guidance. The filing highlights strong operational performance and a commitment to returning capital to shareholders.

• · The filing is a Form 6-K for the month of August 2026.
• · The announcement was made on August 4, 2026 Singapore time.
• · The company raised its full-year guidance.

04-08-2026

DuPont reported Q2 2026 net sales of $1.819 billion, up 4% YoY (4% organic), exceeding guidance. GAAP income from continuing operations surged to $191 million from $24 million, while operating EBITDA rose 6% to $448 million. However, Healthcare & Water Technologies operating EBITDA margin contracted 30 bps to 30.1% due to unfavorable mix and growth investments, and Water Technologies saw weakness in the Middle East. The company raised full-year 2026 guidance and announced a $250 million share repurchase plan for Q3.

• · Healthcare & Water Technologies operating EBITDA margin declined 30 bps to 30.1% due to unfavorable mix and growth investments.
• · Water Technologies organic sales grew only low-single digits, with weakness in the Middle East.
• · Diversified Industrials operating EBITDA margin expanded 70 bps to 22.1% on favorable mix and productivity.
• · Full-year 2026 guidance raised: net sales $7.16B-$7.19B, operating EBITDA $1.75B-$1.77B, adjusted EPS $7.17-$7.32.
• · Company completed a 1-for-3 reverse stock split effective June 24, 2026.
• · Aramids divestiture closed April 1, 2026 for $1.2B cash, $300M note, and $325M equity interest.
• · Electronics business separation completed November 1, 2025, creating Qnity Electronics.
• · GICS code changed to Industrials effective July 31, 2026.

04-08-2026

Equinor ASA disclosed weekly buy-back transactions under the third tranche of its 2026 share buy-back programme, repurchasing 660,000 shares on the Oslo Stock Exchange (OSE) from July 27-31, 2026, for a total of NOK 252,276,085.00. The daily weighted average share price ranged from NOK 373.79 to NOK 388.34. Accumulated buy-backs under the tranche total 880,000 shares for NOK 338,403,385.00, with no activity on CEUX or TQEX venues during the period.

• · All buy-backs were executed on the Oslo Stock Exchange (OSE) with no transactions on CEUX or TQEX venues.
• · Daily share volumes ranged from 125,000 to 150,000 shares.
• · Previously disclosed buy-backs under the tranche were 220,000 shares at a weighted average price of NOK 391.4877.

04-08-2026

ING Groep N.V. filed a Form 6-K with the SEC on August 4, 2026, attaching a press release issued the same day. The filing is a routine foreign issuer report under Rule 13a-16, signed by Head of Media Relations Raymond Vermeulen. No specific financial results or material events are disclosed in the filing itself.

• · The filing is a Form 6-K for the month of August 2026.
• · Commission File Number: 001-14642.
• · The press release is attached as Exhibit 99.1 but its content is not included in the filing text.

04-08-2026

For the quarter ended June 30, 2026, net income rose 57% YoY to $390M, driven by a 5% increase in net interest income and an 18% rise in other revenues, while the provision for credit losses reversed to a benefit of $38M versus an expense of $42M a year ago. However, total interest income declined 9% YoY to $1,732M due to lower loan and short-term investment income, and total operating expenses edged up 1% to $703M. For the six-month period, net income grew 52% to $681M, but total interest income fell 10% to $3,428M and net cash used in operations was $2,733M versus $445M used in the prior period.

• · Interest income from loans fell 10% YoY to $801M in Q2 2026, and short-term investment income dropped 34% to $271M.
• · Interest expense on deposits declined 16% YoY to $771M, while total interest expense fell 15% to $1,183M.
• · Other fees and commissions grew 35% YoY to $241M, and trading revenue rose 11% to $212M.
• · Support services from HSBC affiliates increased 6% to $483M, while salaries and employee benefits decreased 12% to $141M.
• · Cash used in operating activities for H1 2026 was $2,733M, compared to $445M used in H1 2025, driven by a $3,375M net change in trading assets and liabilities.
• · Total assets grew 4.8% to $180,708M from December 31, 2025, driven by increases in trading assets and securities.
• · Common dividends declared in Q2 2026 were $300M, down 70% from $1,000M in Q2 2025.
• · Accumulated other comprehensive loss widened to $1,418M from $1,379M at year-end 2025, primarily due to unrealized losses on investment securities.

04-08-2026

Quanta Services, Inc. (NYSE: PWR) announced the pricing of a senior notes offering totaling $2.0 billion across three tranches: $500 million of 4.850% notes due 2029, $750 million of 5.300% notes due 2033, and $750 million of 5.550% notes due 2036. The offering is expected to close on August 6, 2026, with net proceeds used for general corporate purposes, including repayment of outstanding borrowings under its commercial paper program and senior credit facility. The notes are priced at slight discounts to par (99.950%, 99.757%, and 99.696% of face value, respectively).

• · The offering is made under an effective shelf registration statement on Form S-3 filed with the SEC on August 2, 2024.
• · Joint book-running managers vary by tranche: 2029 Notes (8 managers), 2033 Notes (8 managers), 2036 Notes (8 managers).
• · Proceeds will be used for general corporate purposes, including repayment of commercial paper program and senior credit facility borrowings.

04-08-2026

Gartner Inc. reported Q2 2026 net income of $275.5M, up 14.4% from $240.8M in Q2 2025, with diluted EPS rising to $4.14 from $3.11. Total revenues declined slightly to $1.676B from $1.686B, as growth in Insights (+2.1%) and Conferences (+15.5%) was offset by a sharp drop in Consulting (-8.8%) and the elimination of the 'Other' revenue line. The company generated $789.3M in operating cash flow in H1 2026, up from $697.1M, but spent $1.08B on share repurchases, contributing to a negative stockholders' equity of ($167.3M) at quarter-end.

• · The 'Other' revenue line, which contributed $55.9M in Q2 2025, was eliminated in Q2 2026, reflecting the divestiture of a non-core operation.
• · Gain from sale of divested operation was $739K in Q2 2026 and $5.4M for H1 2026.
• · Interest expense, net increased to $22.3M in Q2 2026 from $11.8M in Q2 2025, an 88.7% rise.
• · Total liabilities decreased to $7.361B from $7.765B at year-end 2025, primarily due to lower accounts payable and accrued liabilities.
• · The company's stockholders' equity turned negative to ($167.3M) from positive $319.9M at year-end 2025, driven by $1.08B in share repurchases.
• · Deferred revenues decreased to $2.756B from $2.810B at year-end 2025.
• · Fees receivable, net declined to $1.202B from $1.685B at year-end 2025, a 28.6% drop.
• · Cash used in financing activities was $1.073B in H1 2026 vs. $419.7M in H1 2025, mainly due to increased share repurchases.

04-08-2026

ADM reported strong Q2 2026 results with GAAP EPS of $1.87 (up from $0.45 in Q2 2025) and adjusted EPS of $1.84 (up 98% YoY). Total segment operating profit surged 75% YoY to $1.45 billion, driven by broad-based growth across all three segments—Ag Services & Oilseeds (+129%), Carbohydrate Solutions (+22%), and Nutrition (+51%). The company raised its full-year 2026 adjusted EPS guidance to $5.15–$5.60 (from $4.15–$4.70), citing a constructive biofuels environment and momentum in Nutrition. However, the Refined Products & Other subsegment declined 3% YoY, and equity earnings from Wilmar fell 22% YoY.

• · Global oilseed volumes increased approximately 5% YoY in Q2 2026.
• · Ag Services subsegment operating profit rose 159% YoY, driven by leveraging ADM's global asset network and the Barcarena, Brazil grain export terminal returning to full operations.
• · Crushing subsegment operating profit increased by $330 million YoY, with record meal exports from Brazil and the U.S.
• · Starches and Sweeteners subsegment operating profit rose only 7% YoY, as higher ethanol margins were partially offset by lower liquid sweetener volumes and margins in North America.
• · Vantage Corn Processors subsegment operating profit increased by $52 million YoY.
• · Human Nutrition subsegment operating profit rose 51% YoY, driven by Flavors growth and progress at the Decatur East plant.
• · Animal Nutrition subsegment operating profit rose 50% YoY due to operational improvements and portfolio actions.
• · Corporate results improved due to non-recurrence of prior-year impairment losses and lower financing costs, partially offset by higher performance-based compensation.
• · Other Business contribution decreased due to lower captive insurance results.
• · The company raised full-year 2026 adjusted EPS guidance to $5.15–$5.60 from $4.15–$4.70.
• · Capital expenditures projected at $1.3B to $1.5B.

04-08-2026

Bitzero Holdings Inc. filed a Form 6-K on August 4, 2026, announcing a collaboration with Vertiv to deepen its technical and supply chain capabilities. The filing includes a news release dated the same day but provides no financial figures or performance metrics.

• · The collaboration is focused on deepening technical and supply chain capabilities.
• · No financial details, revenue, or operational metrics were disclosed in the filing.

04-08-2026

Eve Holding, Inc. filed an 8-K on August 4, 2026, reporting its financial results for the second quarter of 2026 under Item 2.02. The filing includes financial statements and exhibits under Item 9.01. However, the filing does not disclose any specific financial metrics, revenue figures, earnings data, or period-over-period comparisons. Without quantitative data, the filing is purely informational and provides no basis for directional investment action.

• · Filing date: August 4, 2026
• · SEC filing size: 20 MB
• · AccNo: 0001554855-26-001687
• · Sector: not specified
• · No specific financial metrics, revenue, earnings, or guidance disclosed in the extracted summary

04-08-2026

Toyota Motor Corporation reported Q1 FY2027 results with sales revenues of ¥13,525.4 billion (+10.4% YoY) and net income attributable to Toyota Motor Corporation of ¥1,477.0 billion (+75.6% YoY). However, operating income declined 8.8% YoY to ¥1,063.4 billion, and the full-year forecast for operating income and net income both project declines of 9.7% and 15.5% respectively, indicating mixed performance.

• · Earnings per share (basic) for FY2027 Q1 was ¥120.69, up from ¥64.56 in FY2026 Q1.
• · Full-year FY2027 forecast EPS (basic) is ¥272.17.
• · Annual cash dividend per common share forecast for FY2027 is ¥100.00 (¥50.00 interim, ¥50.00 year-end), up from ¥95.00 in FY2026.
• · Total assets decreased to ¥102,635,116 million from ¥105,522,331 million at FY2026 year-end.
• · Total shareholders' equity decreased to ¥38,228,932 million from ¥41,020,068 million at FY2026 year-end.
• · Toyota Motor Corporation shareholders' equity ratio declined to 36.4% from 37.8% at FY2026 year-end.

04-08-2026

Pyrophyte Acquisition Corp. disclosed that its sponsor, Pyrophyte Acquisition LLC, deposited monthly extension amounts of $100,000 each into the company's trust account on June 8, 2026 and July 20, 2026. These deposits support a one-year extension of the deadline to consummate an initial business combination, moving the deadline from April 29, 2026 to April 29, 2027. The company remains a pre-revenue SPAC, with no business combination announced yet.

• · Shareholders approved the extension at an extraordinary general meeting on April 28, 2026.
• · The original deadline was April 29, 2026; extended to April 29, 2027.
• · The sponsor will deposit $100,000 per month during the extension period.
• · Two deposits have been made so far (June and July 2026).

04-08-2026

Danaos Corporation filed its Form 6-K for August 2026, reporting the results of its Annual General Meeting held on July 31, 2026, and including unaudited condensed consolidated financial statements for the three and six months ended June 30, 2026. At the AGM, Iraklis Prokopakis was re-elected as a Class II director, Petros Christodoulou resigned as a Class I director and was elected as a Class II director, and Deloitte was ratified as independent auditors. The filing also includes amended management, commercial agency, and restrictive covenant agreements.

• · The AGM was held on July 31, 2026.
• · Mr. Iraklis Prokopakis was re-elected as a Class II director for a three-year term expiring at the 2029 annual meeting.
• · Mr. Petros Christodoulou resigned as a Class I director and was elected as a Class II director for a three-year term expiring at the 2029 annual meeting.
• · Stockholders ratified the appointment of Deloitte Certified Public Accountants, S.A. as independent auditors.
• · The filing includes an amended and restated Management Agreement between Danaos Corporation and Danaos Shipping Company Limited, dated July 31, 2026.
• · The filing includes an amended and restated Commercial Agency Agreement between Danaos Corporation and Danaos Chartering Services Inc., dated July 31, 2026.
• · The filing includes an amended and restated Restrictive Covenant Agreement between Danaos Corporation, Dr. John Coustas, and Danaos Investment Limited, as Trustee of the 883 Trust, dated July 31, 2026.

04-08-2026

Qnity Electronics reported strong Q2 2026 results with net sales up 22% YoY to $1.4B and Adjusted Operating EBITDA up 24% to $431M. However, GAAP net income fell 31% to $136M and GAAP EPS dropped 34% to $0.59, while Adjusted EPS rose 53% to $1.19. The company raised full-year 2026 guidance on continued momentum.

• · Semiconductor Technologies segment sales grew 15.5% YoY to $744M.
• · Interconnect Solutions segment sales grew 30.2% YoY to $685M.
• · Adjusted Gross Profit was $666M in Q2 2026 vs $542M in Q2 2025 (pro forma), up 22.9%.
• · Full-year 2026 Adjusted EPS guidance raised to $4.40 - $4.60.
• · Full-year 2026 Adjusted Free Cash Flow guidance raised to $600M - $700M.
• · The company noted its ninth consecutive quarter of profitable growth.
• · GAAP net income declined 31% YoY despite strong revenue growth, indicating higher non-operating costs or significant items.

04-08-2026

Smith & Nephew reported H1 2026 revenue of $3,097M (+4.6% reported, +2.3% underlying) and Q2 revenue of $1,597M (+2.8% reported, +1.6% underlying). While trading profit margin improved to 18.3% and EPSA grew 11.0%, the company cut its full-year revenue growth guidance from ~6% to ~4% due to a headwind from skin substitutes (expected toward the upper end of the $20M-$40M range). Free cash flow declined 5.2% to $231M in H1, and the ENT segment saw a slight underlying decline of 1.6%.

• · Full-year revenue guidance reduced from ~6% to ~4% growth.
• · Headwind from skin substitutes expected toward the upper end of the previously guided $20M to $40M range.
• · Additional $50M in efficiency savings identified for 2026, bringing total to ~$200M.
• · Adjusted net debt/EBITDA leverage ratio at H1 2026 was 1.8x.
• · Underlying revenue growth on an average daily sales (ADS) basis was 3.1% for H1.
• · ENT segment underlying revenue declined 1.6% in H1.

04-08-2026

BBVA reported daily share repurchases of its BBVA.MC stock on the Madrid exchange (XMAD) from July 27 to August 3, 2026, totaling 6,980,298 shares at weighted average prices ranging from €22.8564 to €24.5812. The repurchases are part of a buyback program, with no activity on other venues. The weighted average price increased over the period, indicating a rising share price, but the daily repurchase volume fluctuated.

• · All repurchases were executed on the Madrid stock exchange (XMAD); no shares were bought on AQEU, CEUX, or TQEX.
• · Daily repurchase volumes varied: 1,050,000 (Jul 27), 1,100,000 (Jul 28), 1,350,000 (Jul 29), 1,040,000 (Jul 30), 1,175,000 (Jul 31), 1,265,298 (Aug 3).
• · Weighted average price per share ranged from €22.8564 (Jul 29) to €24.5812 (Aug 3), showing an overall upward trend.

04-08-2026

Sequans Communications reported unaudited financial results for Q2 2026, ended June 30, 2026. The filing is a routine earnings disclosure by the foreign private issuer, containing no qualitative commentary on performance trends. Without specific financial figures in the provided text, no balanced assessment of improvements or declines is possible.

04-08-2026

IDEAYA Biosciences reported Q2 2026 financial results with a net loss of $112.5M, wider than the $98.5M loss in Q1 2026, driven by increased R&D and G&A expenses. The company highlighted positive topline results from the registrational OptimUM-02 trial in metastatic uveal melanoma (mUM), which met its primary endpoint with a statistically significant improvement in median PFS (6.9 months vs. 3.1 months, HR: 0.42). However, overall survival data remains immature, and the company is assessing capital allocation, including potentially reducing investment in the neoadjuvant OptimUM-09 trial. Cash, cash equivalents, and marketable securities stood at ~$1.24B as of June 30, 2026, up from $972.9M at March 31, 2026, primarily due to a $323.4M public offering, with cash runway into 2030 unchanged.

• · OptimUM-02 trial met primary endpoint: median PFS 6.9 months (darovasertib combo) vs 3.1 months (ICT) by BICR (HR: 0.42; p<0.0001).
• · OS data immature; pre-specified interim OS analysis expected mid-2027.
• · NDA filing underway under RTOR with completion expected H2 2026.
• · IDEAYA assessing capital allocation; may reduce investment in OptimUM-09 neoadjuvant trial to focus on DLL3 and MTAP/KRAS programs.
• · IDE892 monotherapy expansion initiated in MTAP-deleted NSCLC and PDAC; MTD not yet reached.
• · IDE892 + IDE397 combination cohort initiated; expansion planned by year-end 2026 or early 2027.
• · IDE892 + RG6505 (Roche) Phase 1 combination trial targeting H2 2026 start in MTAP-deleted, RAS-mutant PDAC.
• · IDE849 global Phase 1/2 data expected H2 2026; FDA discussions ongoing for Phase 3 registrational trial design.
• · Hengrui targeting Phase 3 registrational trial for IDE849 in refractory SCLC in China by end of 2026.
• · IDE034 Phase 1 dose escalation data expected by end of 2026 or early 2027.
• · IDE574 Phase 1 dose escalation underway in solid tumors.
• · R&D Day on MTAP/CDKN2A, KRAS, and pancreatic cancer planned for Q4 2026.
• · Cash runway into 2030 unchanged despite increased net loss.

04-08-2026

Prologis, L.P. entered into a term loan credit agreement dated August 4, 2026, to finance its acquisition of SEGRO plc. The facility is led by JPMorgan Chase Bank, N.A. as administrative agent and sole lead arranger. The agreement includes financial covenants and pricing grids tied to credit ratings, with interest rates ranging from 0.675% to 1.55% per annum.

• · The credit agreement includes a 'Certain Funds Period' and provisions for extension of maturity date.
• · The facility is intended to finance the acquisition of at least a simple majority of SEGRO's outstanding shares.
• · The agreement includes guaranties from Prologis and certain affiliates.
• · The pricing grid includes an undrawn fee ranging from 0.10% to 0.30% per annum.

04-08-2026

Lisata Therapeutics announced a 72% workforce reduction effective August 3, 2026, as part of cost-reduction initiatives to pursue strategic options. The company estimates $1.2 million in severance and termination costs through Q3 2026. In connection with the reduction, EVP of R&D and CMO Dr. Kristen K. Buck was terminated without cause and is entitled to 12 months of base salary, target bonus, and COBRA premiums; meanwhile, SVP James Nisco received a $200,000 retention bonus contingent on employment through year-end. Separately, on July 31, 2026, Lisata sued Kuva Labs Inc. and its subsidiary for breach of the March 2026 merger agreement, seeking damages for expected stockholder benefits.

• · The workforce reduction was approved by the board on August 3, 2026 and effective immediately.
• · Dr. Buck's termination is without Cause under her Amended and Restated Employment Agreement dated June 10, 2025.
• · James Nisco's retention bonus is payable within 30 days after December 31, 2026, subject to continued employment; if terminated without Cause, it is payable within 30 days of executing a release.
• · The lawsuit against Kuva Labs was filed in the Court of Chancery of the State of Delaware on July 31, 2026, alleging breach of the Merger Agreement dated March 6, 2026.

04-08-2026

CHOREO, LLC filed its quarterly 13F-HR report for the period ending June 30, 2026, disclosing its equity holdings. The report lists 1,690 positions with a total market value of approximately $9.11 billion. The portfolio is diversified across sectors, with significant positions in major technology companies such as Apple, Alphabet, and Amazon, as well as financial institutions like Bank of America.

• · Top holdings include Apple Inc. (909,913 shares), Alphabet Inc. Class A (242,977 shares) and Class C (215,763 shares), Amazon.com Inc. (371,646 shares), and Bank of America Corp. (1,849,644 shares).
• · The filing is for the quarter ended June 30, 2026, and was filed on August 4, 2026.
• · The filer was formerly known as RSM US Wealth Management LLC, name changed on July 6, 2016.

04-08-2026

FB Bancorp, Inc. announced the retirement of Dr. Stephen W. Hales from its Board of Directors, effective July 29, 2026, after 22 years of service. The departure was not due to any disagreement with the company. Concurrently, the Board appointed existing director Mark Romig as Chair of the Nominating/Governance Committee.

• · Dr. Hales' retirement was effective immediately on July 29, 2026.
• · Mark Romig was appointed Chair of the Nominating/Governance Committee effective immediately.
• · The retirement was in accordance with the Company's Director Guidelines.

04-08-2026

ZJK Industrial Co., Ltd. filed a Form 6-K on August 4, 2026, attaching a sales agreement dated August 3, 2026, with a sales agent, along with legal opinions and consents. The filing indicates the company is undertaking an at-the-market offering of its securities, but no financial terms or offering size are disclosed.

• · The Sales Agreement was entered into on August 3, 2026.
• · The filing includes legal opinions from Cayman Islands counsel (Ogier) and consents from HTL International, LLC and TPS Thayer, LLC.
• · No offering amount, price, or other financial terms are disclosed in this filing.

04-08-2026

Galera Therapeutics, Inc. filed an 8-K on August 4, 2026, reporting a reverse stock split and a name change to 'Galera Therapeutics, Inc.' (previously 'Galera Therapeutics, Inc.'). The filing includes an amended and restated certificate of incorporation that reduces authorized common stock from 1,000 shares to 1,000 shares (no change) and eliminates the par value of $0.001 per share. The company also changed its name to 'Galera Therapeutics, Inc.' and reduced its authorized shares to 1,000 shares of common stock, $0.001 par value per share. No financial results or operational metrics were disclosed.

• · The company's name changed from 'Galera Therapeutics, Inc.' to 'Galera Therapeutics, Inc.' (no change).
• · Authorized common stock remains 1,000 shares with $0.001 par value per share.
• · The certificate of incorporation includes provisions for director liability elimination and indemnification.
• · No financial results, revenue, or operational metrics were provided in this filing.

04-08-2026

Latigo Biotherapeutics, Inc. filed an S-1/A registration statement for its initial public offering. The filing details significant risk factors including potential dilution from future equity issuances, anti-takeover provisions in its charter, and concentration of operations in California. The company does not anticipate paying dividends, and capital appreciation would be the sole source of gain for investors.

• · The board of directors is authorized to issue up to 10,000,000 shares of preferred stock with any rights, preferences, and privileges as they may designate.
• · The board of directors is classified into three classes with staggered three-year terms.
• · Stockholders cannot take action by written consent; all actions must be at a duly called annual or special meeting.
• · Special meetings of stockholders may be called only by the Chairman of the board, the CEO, or by a majority of the board of directors.
• · The company is subject to Section 203 of the Delaware General Corporation Law, which restricts certain business combinations with 15% or greater stockholders.
• · The company's operations are concentrated in two locations in California, exposing it to risks from natural disasters such as wildfires and earthquakes.

04-08-2026

ASO GROUP Ltd filed its quarterly 13F-HR report with the SEC for the period ending June 30, 2026, disclosing its U.S. equity holdings. The fund's largest positions include Vanguard S&P 500 ETF, Berkshire Hathaway, and Alphabet, with a diversified portfolio across sectors. The filing shows a mix of large-cap and mid-cap holdings, with no significant concentration in any single stock.

• · The fund holds 56 distinct securities as of June 30, 2026.
• · Top holdings by value include Vanguard S&P 500 ETF ($41,888 thousand), Berkshire Hathaway Class A ($47,178 thousand), and Alphabet Class A ($26,366 thousand).
• · The fund has a mix of large-cap and mid-cap holdings across sectors such as technology, healthcare, financials, and consumer goods.
• · The filing was signed by Director Mitsutoki Shigeta on August 3, 2026.
• · The fund's address is in the British Virgin Islands, indicating an offshore investment vehicle.

04-08-2026

IvyRock Asset Management (HK) Ltd filed its quarterly 13F-HR for the period ended June 30, 2026, reporting a total of 25 holdings with an aggregate market value of approximately $176,907,229. The portfolio is concentrated in technology, biotechnology, and Chinese ADRs, with top positions including PDD Holdings ($89.6M), Legend Biotech ($23.1M), and Alibaba ($23.7M). The filing shows a new, large stake in Circle Internet Group ($17.8M) and a notable Bitcoin ETF holding ($8.2M), indicating a tilt toward digital assets and crypto-related equities. However, no prior quarter comparison is available in this filing, so period-over-period changes cannot be assessed.

• · The filing includes exposure to digital assets via iShares Bitcoin Trust ($8.2M) and Circle Internet Group ($17.8M).
• · Commodity ETFs include SPDR Gold Shares ($1.1M), Global X Copper ETF ($384,850), Global X Silver ETF ($271,110), and Sprott Uranium Miners ETF ($210,360).
• · Biotech holdings include Arrowhead Pharmaceuticals, Beam Therapeutics, Intellia Therapeutics, and Prime Medicine — a high-risk, high-reward segment.
• · Chinese ADR positions (PDD, Alibaba, KE Holdings, HUYA, JOYY, Atrenew) represent a significant portion of the portfolio, reflecting potential geopolitical and regulatory risks.
• · No prior quarter data is included; period-over-period comparison is not possible.

04-08-2026

Jersey Mike's Subs Inc. filed an 8-K on August 4, 2026, disclosing an amended and restated certificate of incorporation. The company, incorporated in Delaware on February 24, 2026, has authorized 21 billion shares across three classes: 1 billion preferred, 10 billion Class A common, and 10 billion Class B common. The filing outlines voting rights, dividend restrictions, and transfer restrictions for Class B shares, reflecting a typical multi-class structure for a newly public company.

• · The company was incorporated under the name 'Jersey Mike's Inc.' on February 24, 2026, and has been renamed to 'Jersey Mike's Subs Inc.'
• · Class B Common Stock holders have no entitlement to dividends other than stock dividends, and no entitlement to assets upon liquidation.
• · Class B Common Stock is subject to transfer restrictions, requiring simultaneous transfer of an equal number of Common Units.
• · The Exchange Agreement and LLC Agreement are referenced, indicating a holding company structure with common units exchangeable for Class A shares.

04-08-2026

Southern Co upsized and priced two convertible note offerings totaling $2.375B: $725M of Series 2026A 2.125% Convertible Senior Notes due 2027 and $1.65B of Series 2026B 3.50% Convertible Senior Notes due 2029, reflecting increases of $75M and $150M respectively over previously announced sizes. Concurrently, the company repurchased approximately $369M of its existing Series 2024A 4.50% Convertible Senior Notes due 2027. The offerings were upsized, indicating strong demand, but the repurchase of existing notes suggests a refinancing or balance sheet management strategy.

• · The offerings were made in private placements to qualified institutional buyers under Rule 144A.
• · Initial purchasers have a 13-day option to purchase additional notes: up to $108.75M of Series 2026A and up to $247.5M of Series 2026B.
• · The repurchase of Series 2024A notes was done in privately negotiated transactions with a limited number of holders.

04-08-2026

Alterity Therapeutics Ltd filed a Form 6-K with the SEC for August 2026, primarily to submit an application for quotation of securities (ATH). The filing is a routine foreign issuer report and does not contain financial results or material operational updates.

• · The filing incorporates by reference several existing SEC registration statements (Forms S-8 and F-3).
• · The application for quotation of securities (ATH) is included as Exhibit 99.1.

04-08-2026

ABVC BioPharma announced a postponement of its previously scheduled distribution of ordinary shares of BioKey (Cayman), Inc. to shareholders, which was set for August 3, 2026. The delay is to allow additional time to complete administrative, regulatory, and tax-related matters. The record date and distribution ratio of 0.169464 BioKey shares per ABVC share remain unchanged, but the ex-dividend date will be revised.

• · The distribution was originally scheduled for August 3, 2026, and has been postponed.
• · The record date for the distribution remains unchanged.
• · The ex-dividend date will be revised once a new distribution date is set.
• · The company is coordinating with Nasdaq, DTC, and its transfer agent on revised mechanics.

04-08-2026

Lantheus Holdings has entered into a definitive merger agreement with Curium US Holdings LLC, under which Curium will acquire Lantheus for $102.50 per share in cash plus one contingent value right (CVR) per share, with the CVR entitling holders to up to $12.00 in additional cash upon achievement of specified commercial milestones. The transaction, valued at approximately $5.3 billion (based on ~46.4 million shares outstanding), is expected to close by May 2, 2027, subject to stockholder approval and regulatory clearances. While the cash consideration represents a significant premium, the CVR is contingent and carries uncertainty, and the merger will result in the delisting of Lantheus common stock from Nasdaq.

• · Merger consideration includes a CVR with a maximum value of $12.00 per share, contingent on achieving specified commercial milestones.
• · Options with exercise prices between $102.50 and $114.50 are classified as Closing Date Underwater Options and will receive only CVR consideration, with milestone payments potentially reduced.
• · Options with exercise prices equal to or greater than $114.50 will be canceled for no consideration.
• · The merger is not subject to a financing condition.
• · The Outside Date is May 2, 2027, with a possible extension to November 30, 2027 under certain conditions.
• · The merger will result in the delisting of Lantheus common stock from the Nasdaq Global Market.
• · The merger requires approval by a majority of outstanding shares of Company Common Stock.

04-08-2026

Grupo Aval Acciones y Valores S.A. filed a Form 6-K with the SEC on August 4, 2026, reporting that the payment of dividends scheduled for August 2026 was made in accordance with the Proposed Distribution of Profits approved by the General Shareholders Meeting on March 27, 2026. The filing contains no financial results, no period-over-period comparisons, and no negative or flat metrics to report.

• · Dividend payment for August 2026 was made as per the Proposed Distribution of Profits approved on March 27, 2026.

04-08-2026

Symphony Financial, Ltd. Co. filed its Form 13F-HR for the quarter ended June 30, 2026, disclosing a diversified equity portfolio of approximately $914 million across 371 holdings. The filing shows significant positions in large-cap technology, healthcare, and industrial stocks, with top holdings including NVIDIA ($39.1M), Apple ($23.3M), Microsoft ($19.0M), and Alphabet (Class C, $11.4M). The portfolio also includes substantial ETF positions, notably in SPDR S&P 500 ETF ($22.5M) and iShares Russell 2000 ETF ($15.1M), indicating a balanced approach between individual equities and broad market exposure.

• · The portfolio includes 371 holdings with a total value of $914,261,406 as of June 30, 2026.
• · Top individual equity positions by value: NVIDIA ($39,129,991), Apple ($23,285,862), Microsoft ($19,041,502), Alphabet Class C ($11,384,134), Amazon ($21,261,204), Broadcom ($13,125,721), Alphabet Class A ($16,548,145), Johnson & Johnson ($10,859,081), Eli Lilly ($8,071,146), Exxon Mobil ($8,821,741).
• · Largest ETF positions: SPDR S&P 500 ETF ($22,495,569), iShares Russell 2000 ETF ($15,083,095), iShares Core MSCI EAFE ($11,519,142), SPDR Portfolio S&P 500 Value ETF ($17,992,661), SPDR Portfolio Intermediate Term Corporate Bond ETF ($17,305,678), American Century International Equity ETF ($29,894,364), PGIM Ultra Short Bond ETF ($21,556,005), iShares Core S&P 500 ETF ($13,435,538), Vanguard Total Stock Market ETF ($13,547,375), VanEck Fallen Angel High Yield Bond ETF ($9,528,126).
• · Notable holdings in aerospace/defense: Lockheed Martin ($1,654,258), RTX ($2,982,931), General Dynamics ($2,745,416), Northrop Grumman ($278,726), GE Aerospace ($3,766,303), Howmet Aerospace ($253,093).
• · Significant positions in energy: Exxon Mobil ($8,821,741), Chevron ($3,216,847), ConocoPhillips ($693,739), Marathon Petroleum ($217,031), Phillips 66 ($1,022,630), Valero Energy ($1,224,578), Devon Energy ($215,039), Targa Resources ($311,901).
• · Healthcare exposure includes: UnitedHealth ($2,270,145), AbbVie ($6,631,847), Merck ($4,612,896), Amgen ($3,242,677), Pfizer ($979,908), Bristol-Myers Squibb ($608,878), Gilead Sciences ($446,281), Vertex Pharmaceuticals ($368,286), Abbott Laboratories ($1,472,646), Medtronic ($312,301).
• · Technology holdings include: Advanced Micro Devices ($3,517,095), Micron Technology ($6,708,965), Lam Research ($3,060,116), KLA Corp ($838,116), Qualcomm ($443,634), Texas Instruments ($2,834,383), Analog Devices ($889,926), Marvell Technology ($1,454,298), Cisco Systems ($705,439), Oracle ($3,708,686), Salesforce ($828,008), Adobe ($219,812), Intuit ($906,385), ServiceNow ($757,267), Palo Alto Networks ($3,027,843), CrowdStrike ($860,114), Palantir Technologies ($1,390,598).
• · Consumer staples holdings: Walmart ($6,248,200), Procter & Gamble ($1,486,190), Coca-Cola ($2,660,625), PepsiCo ($2,278,348), Altria Group ($6,504,855), Philip Morris International ($2,628,367), Monster Beverage ($211,490).
• · Financial sector positions: Berkshire Hathaway ($7,147,128), JPMorgan Chase ($8,003,038), Goldman Sachs ($847,335), Morgan Stanley ($2,393,025), Bank of America ($1,068,213), Wells Fargo ($413,386), Citigroup ($656,029), American Express ($2,243,279), Capital One Financial ($352,741), PNC Financial ($577,475), US Bancorp ($233,151), Truist Financial ($539,112), Blackstone ($616,629).
• · Real estate exposure: Realty Income ($3,212,315), Prologis ($438,062), American Tower ($409,628), Welltower ($269,594), Healthpeak Properties ($879,206), WP Carey ($298,042), Iron Mountain ($401,062).
• · Utilities holdings: NextEra Energy ($3,721,814), Duke Energy ($2,358,102), Southern Co ($1,348,151), Consolidated Edison ($1,794,035), Public Service Enterprise Group ($406,670), Xcel Energy ($226,321), Atmos Energy ($286,671), Exelon ($242,591).
• · Industrial holdings: Caterpillar ($2,213,126), Union Pacific ($486,484), Parker-Hannifin ($1,187,453), Eaton Corp ($637,518), Honeywell International ($819,171), Honeywell Aerospace ($428,891), 3M Co ($1,078,519), Illinois Tool Works ($241,107), Emerson Electric ($431,764), Rockwell Automation ($745,758), Fastenal ($710,066), Cummins ($3,490,659), Nucor ($271,553).
• · Communication services: AT&T ($1,554,196), Verizon ($5,115,296), Comcast ($445,923), T-Mobile (not listed), Netflix ($1,939,207), Meta Platforms ($6,031,394).
• · Consumer discretionary: Amazon ($21,261,204), Tesla ($7,409,578), Home Depot ($4,254,814), Lowe's ($2,275,284), McDonald's ($2,139,913), Starbucks ($350,313), TJX Companies ($641,892), Ross Stores ($250,777), Booking Holdings ($542,126), Airbnb ($325,549), Dollar General ($215,923).
• · Other notable positions: Taiwan Semiconductor ADR ($1,175,116), ASML Holding ($342,235), Shell PLC ADR ($270,791), TotalEnergies ($318,174), BP (not listed), British American Tobacco ADR ($637,764), Novartis ADR ($208,587), GSK ADR ($234,071), Unilever ADR ($226,496), Ambev ADR ($35,683), Ternium ADR ($387,198).
• · The filing indicates all shares are held with sole voting and dispositive power.

04-08-2026

T. Rowe Price OHA Select Private Credit Fund announced an issuer tender offer to repurchase up to 3,162,518 shares, representing approximately 5% of its 63,250,367 outstanding shares as of June 30, 2026. The purchase price will be the net asset value as of September 30, 2026, and the offer expires on August 31, 2026. No officers, trustees, or affiliates intend to tender shares, and the fund expects to conduct quarterly tender offers at the Adviser's recommendation, though it is not obligated to do so.

• · The fund is a non-diversified, closed-end management investment company regulated as a BDC under the 1940 Act.
• · Shares are not traded in any market.
• · The purchase price will be paid via a non-interest bearing, non-transferable promissory note held by the transfer agent.
• · None of the officers, trustees, or affiliates intend to tender shares in the offer.
• · The Adviser expects to recommend quarterly tender offers, but the fund is not required to conduct them.
• · No persons have been employed or compensated to make solicitations or recommendations in connection with the offer.

04-08-2026

Grupo Televisa, S.A.B. filed a Form 6-K with the SEC on August 4, 2026, signed by Legal Vice President and General Counsel Luis Alejandro Bustos Olivares. The filing contains no financial data or operational updates, serving only as a routine regulatory submission.

04-08-2026

News Corp filed a Form 8-K on August 4, 2026, disclosing daily repurchase activity disclosures made to the Australian Securities Exchange (ASX) under its stock repurchase program. The program authorizes the repurchase of up to $1 billion in aggregate of the company's Class A and Class B common stock, subject to market conditions and other factors. The filing contains forward-looking statements regarding the company's intent to repurchase shares from time to time.

• · The repurchase program covers both Class A (ticker NWSA) and Class B (ticker NWS) common stock listed on The Nasdaq Global Select Market.
• · Daily repurchase disclosures are made to the ASX, as required under ASX rules.
• · The filing includes exhibits 99.1 and 99.2 containing the information provided to the ASX.

04-08-2026

XORTX Therapeutics Inc. filed a Form 6-K with the SEC on July 31, 2026, covering the month of July 2026. The filing includes a news release dated July 31, 2026, as Exhibit 99.1, but no financial results or material quantitative data are provided in the filing itself.

• · The filing is a routine foreign private issuer report under Rule 13a-16 or 15d-16.
• · The registrant files annual reports under Form 20-F.
• · The company's address is 3710 – 33rd Street NW, Calgary, Alberta, Canada T2L 2M1.

04-08-2026

LightSquare Wealth Management, LLC reported its Q2 2026 13F-HR filing, disclosing total holdings valued at approximately $145.0 million as of June 30, 2026. The portfolio is heavily weighted toward sector SPDR ETFs, with the largest positions in Technology ($17.6M), Financials ($5.4M), Industrials ($5.3M), and Consumer Discretionary ($4.0M). Individual stock holdings include major names such as Apple ($3.1M), NVIDIA ($3.7M), and Microsoft ($1.8M), alongside significant positions in Vanguard dividend and growth ETFs.

• · The filing was made on August 4, 2026, for the period ending June 30, 2026.
• · All 104 positions are held with sole voting and dispositive power.
• · The largest single stock holding by value is NVIDIA Corporation at $3,740,765 (18,695 shares).
• · The largest ETF holding is Select Sector SPDR Technology ETF at $17,606,988 (92,415 shares).
• · Significant fixed-income exposure includes iShares 1-3 Year Treasury Bond ETF ($3,396,084) and iShares 1-5 Year Investment Grade Corporate Bond ETF ($2,543,039).
• · Notable non-ETF equity positions include Apple ($3,059,409), Microsoft ($1,792,047), Amazon ($1,054,416), Alphabet Class A ($1,048,216), and Broadcom ($1,042,917).
• · The portfolio also includes smaller positions in companies like Garrett Motion ($724,600), Indivior Pharmaceuticals ($615,450), and Carter Bankshares ($500,253).

04-08-2026

Abra Financial Holdings CEO Bill Barhydt discussed the company's planned public listing via merger with New Providence Acquisition Corp. III on the Thinking Crypto Podcast. He expressed optimism about a crypto market bottom and long-term growth, but highlighted significant concerns about the sustainability of token economics across major L1s, including Ethereum and Solana. The interview serves as a Rule 425/14a-12 communication related to the pending business combination.

• · CEO expects crypto bear market to bottom by end of Q3 or early Q4.
• · CEO predicts a rotation from AI stocks to crypto within six months.
• · CEO is bullish on L1s with AI integration, expecting a big bump in 18 months.
• · CEO criticizes Ethereum's L2 scaling roadmap as a 'huge architectural faux pas'.
• · CEO highlights Hyperliquid as a model for sustainable token economics.
• · CEO notes stablecoin usage is accelerating despite narrative dying down.
• · CEO mentions Abra's focus on building wealth management and banking on top of L1 platforms.

04-08-2026

Atkore Inc. reported a net loss of $108.3M for the nine months ended June 26, 2026, compared to net income of $39.2M in the prior-year period, driven by a $186.5M litigation settlement expense and a $35.9M other expense. While net sales grew 4.0% to $2.18B, gross profit declined 17.0% to $438.3M, and operating income improved to $94.4M from $79.9M, but only after significant asset impairment charges in the prior year. Cash flow from operations turned negative at -$90.3M, a sharp reversal from $192.4M a year ago.

• · Asset impairment charges were $11.6M in the current nine-month period vs. $127.7M in the prior year.
• · The company recorded a $50.0M accrued settlement liability as of June 26, 2026.
• · Capital expenditures decreased to $40.4M from $84.9M in the prior-year nine-month period.
• · The company repurchased $0 of common stock in the current nine-month period vs. $100.0M in the prior year.
• · Dividends paid were $33.4M, roughly flat vs. $33.1M a year ago.
• · Equity method investment of $54.0M was recorded as of June 26, 2026, up from $0 at September 30, 2025.
• · Accounts receivable increased $163.4M (cash flow impact) vs. $64.5M in the prior year, a significant use of cash.