S&P 500 Consumer Discretionary Sector SEC Filings — March 02, 2026

02-03-2026

Core Scientific reported Q4 2025 total revenue of $79.8 million, down 16% YoY from $94.9 million, primarily due to a 47% decline in digital asset self-mining revenue to $42.2 million despite a 268% surge in colocation revenue to $31.3 million and a slight 4% drop in hosted mining revenue to $6.3 million. Gross profit rose sharply 336% to $20.8 million and net income flipped to $216.0 million from a $291.1 million loss, driven by non-cash gains; however, Adjusted EBITDA swung to -$42.7 million from $13.3 million amid higher digital asset fair value changes. The company expanded power capacity by ~730 MW across new and existing sites and disclosed a material restatement of prior-period financials for overstated property, plant, and equipment with no impact on revenue, Adjusted EBITDA, or cash flows.

• ·Liquidity of $533.4M as of Dec 31, 2025, comprising $311.4M cash and $222.0M bitcoin.
• ·Restatement impacts consolidated financials as of/for: three/six months ended June 30, 2024; nine months ended Sep 30, 2024; year ended Dec 31, 2024; three months ended Mar 31, 2025; six months ended June 30, 2025; three months ended Sep 30, 2025 (standalone June 30/Sep 30 2024/2025 unaffected).
• ·Conference call scheduled for March 2, 2026 at 4:30 pm ET; investor presentation available at https://investors.corescientific.com/news-events/presentations.

02-03-2026

Crawford & Company reported Q4 2025 revenues before reimbursements of $308.5M, down 11% YoY from $347.3M, leading to a net loss of $7.2M versus prior year income of $5.7M, primarily due to lower weather-related claims activity from lack of storms like Hurricanes Helene and Milton. Full year 2025 revenues declined 2% to $1.266B from $1.293B, with net income down 26% to $19.6M, though non-GAAP adjusted operating earnings rose 10% to $82.3M supported by record revenues in Broadspire (+3.6% to $401.9M) and International Operations (+4.7% to $438.2M). Platform Solutions revenues plunged 31% annually to $120.8M amid reduced weather activity, while the company announced a new U.S. Operations and International Operations structure effective January 1, 2026.

• ·Cash and cash equivalents increased to $64.1M as of Dec 31, 2025 from $55.4M prior year.
• ·Total debt decreased to $189.1M as of Dec 31, 2025 from $218.1M prior year.
• ·Operations provided $101.8M cash in 2025 vs $51.6M in 2024.
• ·Conference call scheduled for March 3, 2026 at 8:30 a.m. Eastern Time.

02-03-2026

Mobile Infrastructure Corp reported Q4 2025 revenue of $8.8M, down 4.3% YoY from $9.2M, and full-year revenue of $35.1M, down from $37.0M, with net losses widening to $8.3M in Q4 and $23.7M for the year amid transient volume pressures from market disruptions. However, contract parking volumes grew 10% YoY to 6,700 contracts, residential monthly contracts rose nearly 60%, Adjusted EBITDA was flat at $3.9M in Q4, and the company met its $30M asset rotation sales target while providing 2026 guidance for revenue of $35-38M (4% growth at midpoint). NOI declined to $20.7M for the full year from $22.6M, but venue reopenings and technology optimizations support expected acceleration.

• ·Same location RevPAS $190 in Q4 2025 vs $200 in Q4 2024.
• ·2026 guidance: NOI $21.5-23.0M (7% YoY growth at midpoint), Adjusted EBITDA $15.0-16.5M (10% YoY growth at midpoint).
• ·Venues in Cincinnati, Denver, and Nashville reopened as of January 2026.
• ·Portfolio: approximately 4.7 million square feet as of Dec 31, 2025.
• ·Conference call: March 2, 2026 at 4:30 PM ET.

02-03-2026

Proficient Auto Logistics reported preliminary total revenue of approximately $55M for January and February 2026, roughly 4% below the comparable period in 2025, due to extended plant shutdowns, weak SAAR, severe winter weather, and slower recovery in transportation pipelines, with February revenue also lower YoY and $6-8M short of expectations. The company announced a $15M share repurchase program as a vote of confidence in its financial health and balance sheet strength. While full Q1 revenue will be below prior expectations with a sequential increase in adjusted operating ratio, March revenue and profitability expectations remain intact amid seasonal strengthening.

• ·Conference attendance by Rick O’Dell, Amy Rice, and Brad Wright on March 4, 2026, with materials posted on proficientautologistics.com under Investor Relations.
• ·Share repurchases to be funded from cash on hand, borrowings under revolving credit facility, and/or future cash flows; no time limit set.
• ·Run rates for volume and revenue returned to expected levels absent late February Northeast weather impacts.

02-03-2026

First Bancorp announced that Michael G. Mayer retired as President of the Company and Chief Executive Officer of First Bank effective February 28, 2026, as part of its succession plan. Mr. Mayer will continue serving as a director on the Boards of Directors of both the Company and First Bank. The 8-K filing was signed by Richard H. Moore, Chief Executive Officer, on March 2, 2026.

02-03-2026

WaFd, Inc. (Nasdaq: WAFD), parent of WaFd Bank, appointed Erin Hill to its Board of Directors on March 2, 2026. Ms. Hill brings over 30 years of experience in financial services, including roles as Executive Director of the Financial Accounting Foundation (parent of FASB and GASB), Chief Administrative Officer at BNY Mellon (safeguarding $40T in assets), and Head of Consumer Banking at JP Morgan Chase. CEO Brent Beardall highlighted her expertise in finance, audit, governance, and leadership of large teams as invaluable for WaFd Bank's strategic priorities.

• ·WaFd Bank established in 1917 with branches in Washington, California, Oregon, Idaho, Nevada, Utah, Arizona, New Mexico, and Texas.
• ·Ms. Hill's education: Juris Doctor (Columbia University School of Law), M.B.A. (Columbia Business School), B.S. in Accounting (Fordham University, magna cum laude).
• ·Ms. Hill is a Certified Public Accountant and member of National Association of Corporate Directors, American Bar Association, American Institute of Certified Public Accountants.
• ·Contact: Brad Goode, 206-626-8178, Brad.Goode@wafd.com

02-03-2026

Federal Signal's FY2025 net sales reached $2.181B, up 17% YoY from $1.861B in FY2024 and reflecting a 13% CAGR (7% organic) since 2016, driven by ESG (84% of sales) and recent capacity expansions. The company achieved 102% average 5-year cash conversion and Q4 2025 LTM net debt leverage of 1.1x, with strong aftermarket growth at ~14% CAGR (2015-2025). However, backlog-intensive products slipped slightly to 45% of net sales from 50% in 2015, and historical net sales declined 7% in 2020 amid COVID.

• ·Q4 2025 LTM Net Debt Leverage: 1.1x
• ·#1 North America market share in Vacuum Trucks, Dump Truck Bodies & Trailers, Multi-Purpose Maintenance Vehicles, Road-Marking and Line-Removal, Metal & Mineral Extraction Support
• ·Recent acquisition of Mega Corporation in January 2026 enhances metal extraction support
• ·Water taxes funding CAGR ~4.4% (2010-2024)
• ·Sewer cleaners ordered with hydro-excavation package CAGR ~6% (2011-2025)

02-03-2026

Coca-Cola Europacific Partners plc filed notifications of multiple PDMR transactions on February 19 and 26, 2026, including significant sales by executives Clare Wardle (12,000 Ordinary Shares for $1.26M) and Veronique Vuillod (1,416 Ordinary Shares for $0.15M), which may signal personal profit-taking. However, several executives including CFO Edward Walker, Chief Commercial Officer Stephen Lusk, and others acquired small fractional shares (around 3-4 shares each) under the UK Share Plan at an average of $57.53 and additional shares via RSU vesting or Shareshop, reflecting routine compensation alignments. All transactions occurred on Nasdaq.

• ·All transactions priced around USD $104.94-$105.48 per share for sales; acquisitions include $0.00 volumes for dividend equivalents or vesting.
• ·Company LEI: 549300LTH67W4GWMRF57.
• ·Gareth McGeown transaction on 2026-02-26; all others on 2026-02-19.

02-03-2026

Yum China Holdings, Inc. filed an 8-K on March 2, 2026, under Item 7.01 Regulation FD Disclosure, announcing the issuance of its annual results for the year ended December 31, 2025, on February 27, 2026, in compliance with The Stock Exchange of Hong Kong Limited listing rules. The full announcement is available at https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0301/2026030100009.pdf. No specific financial metrics or period-over-period comparisons are provided in the filing itself.

• ·Securities registered: Common Stock, par value $0.01 per share (YUMC on NYSE; 9987 on HKEX)
• ·Principal executive offices: Yum China Building, 20 Tian Yao Qiao Road, Shanghai 200030, People’s Republic of China; 101 East Park Boulevard, Suite 805, Plano, Texas 75074, United States of America

02-03-2026

HBT Financial, Inc. completed its merger with CNB Bank Shares, Inc. on March 2, 2026, integrating CNB's $1.8B total assets, $1.3B loans held for investment, and $1.5B deposits (as of Dec 31, 2025) into HBT's $5.1B asset base, $3.5B loans, and $4.4B deposits, expanding its footprint in central Illinois, Chicago MSA, and St. Louis MSA markets. The merger also led to the appointment of James T. Ashworth and Nancy L. Ruyle as new directors to HBT Financial and Heartland Bank boards, effective March 1, 2026, with terms expiring at the 2026 Annual Meeting. No financial performance declines or flat metrics were reported in the announcement.

• ·HBT Financial provides financial products and services through 66 full-service branches in Illinois and eastern Iowa.
• ·Peter Chapman designated as IR contact: HBTIR@hbtbank.com, (309) 664-4556.

02-03-2026

Artificial Intelligence Technology Solutions, Inc. (AITX), through its subsidiary Robotic Assistance Devices, Inc. (RAD), announced a new channel partner placed an immediate first-day order for two RIO™ 360 units, one ROSA™ system, and three SARA™ software licenses, signaling strong confidence in RAD's expanding channel ecosystem and integrated autonomous security solutions. This aligns with RAD's strategy of scaling via committed multi-system deployments in the nearly $50B USD security industry, where RAD offers 35%-80% cost savings over manned guarding. RAD maintains a prospective sales pipeline with over 35 Fortune 500 companies, though no specific order value or revenue impact was disclosed.

• ·RAD has successfully completed SOC 2 Type 2 audit, validating internal controls for customer data protection.
• ·RAD invites security professionals to ISC West 2026 for live demonstrations and meetings.
• ·All RAD technologies, AI-based analytics, and software platforms are developed in-house.

02-03-2026

TPG RE Finance Trust (TRTX) reported a $4.3B loan portfolio at 100% performing status with a 7.15% weighted average all-in yield as of December 31, 2025, alongside $143M in liquidity and full dividend coverage via $0.24 distributable earnings per share for 4Q25 matching the declared dividend. The company originated $843M in new loans in 4Q25 and repurchased 3.2M shares for $25.3M during FY25, with strong repayments of $987.9M for the year; however, GAAP net income per share was flat at $0.00 for 4Q25, loan risk rating remained unchanged YoY at 3.0, and debt-to-equity rose from 2.14x at year-end 2024 to 3.0x amid increased leverage.

• ·One loan on non-accrual status (<1% of UPB), accounted for on cash basis as of Dec 31, 2025
• ·Redeemed $114.6M of TRTX 2019-FL3 and $411.5M of TRTX 2021-FL4 investment grade securities in FY25
• ·Book value per share $11.07 at Dec 31, 2025; closing share price $8.46 on Feb 25, 2026

02-03-2026

On February 27, 2026, ProCap Financial, Inc. completed the acquisition of 450 Bitcoin via the assignment of previously entered put option contracts with FalconX Bravo, Inc., dated January 5 and January 20, 2026. The transaction utilized approximately $35.4 million in net capital sourced from the company's working capital account. No additional financial impacts, declines, or comparative data were disclosed.

• ·Option contracts entered in ordinary course of business
• ·Securities traded on The Nasdaq Stock Market LLC under symbols BRR and BRRWW
• ·Registrant is an emerging growth company

02-03-2026

WhiteHorse Finance reported FY2025 net investment income of $26.1 million ($1.127 per share), down 29.8% YoY from $37.2 million, and Q4 NII of $6.6 million ($0.287 per share), down 17.5% YoY from $8.0 million, due to lower yields, non-accruals, and a smaller portfolio of $578.6 million (down from $642.2 million YoY). NAV was $259.8 million or $11.68 per share as of Dec 31, 2025, down YoY from $12.31 per share but up QoQ from $11.41 per share. The board declared a $0.25 base plus $0.01 supplemental distribution per share payable April 6, 2026, insiders purchased 1.1 million shares for $8.0 million, and repurchase authorization increased by $7.5 million to $22.5 million total.

• ·Portfolio composition Dec 31, 2025: 74.3% first lien secured loans, 0.8% second lien, 0.2% unsecured loans, 6.4% equity, 18.3% STRS JV.
• ·Q4 deployments: $64.0M new originations in 7 companies, $13.1M add-ons; repayments/sales $49.6M.
• ·FY2025 STRS JV investment at fair value $106.0M.
• ·Cash and equivalents $29.7M Dec 31, 2025 (down from $45.9M Sep 30, 2025); $100M undrawn revolver capacity with $43.8M available.
• ·Annual distributions FY2025 totaled $1.44 per share including $0.035 special.
• ·Net unrealized loss FY2025 ($11.8M) improved from ($26.4M) prior year; includes $6.0M markdown in Camarillo Fitness.

02-03-2026

Analysis unavailable

02-03-2026

Farmers National Banc Corp. (FMNB) completed its merger with Middlefield Banc Corp. (MBCN) on March 2, 2026, boosting banking assets to over $7.4B from $5.2B as of December 31, 2025 (42% increase) and expanding branches to 83 from 62. The company added two new board members, Kevin A. DiGeronimo and Michael C. Voinovich, while wealth management assets under care remained at over $4.7B. This marks FMNB's seventh bank acquisition in the last decade, enhancing its footprint in Ohio and Pennsylvania.

• ·Operates 83 branches throughout Ohio and Pennsylvania
• ·Forward-looking statements highlight integration risks and economic uncertainties

02-03-2026

Medallion Financial Corp. repaid at maturity the full $31.25M aggregate principal amount of its privately placed notes on February 26, 2026, as disclosed under Regulation FD. No other financial impacts or issues were reported in the filing.

02-03-2026

Peapack-Gladstone Financial Corporation announced its intent to redeem all $100M in aggregate principal amount of its 3.50% Fixed-to-Floating Rate Subordinated Notes due December 22, 2030. The redemption is expected on or about March 2, 2026, at 100% of the principal plus accrued and unpaid interest. The company stated it will remain well capitalized following the redemption.

02-03-2026

Forge Global Holdings, Inc. filed an 8-K on March 02, 2026, disclosing completion of an acquisition/disposition (Item 2.01), notice of delisting (Item 3.01), material modification to security holder rights (Item 3.03), changes in control (Item 5.01), director/officer changes (Items 5.02/5.03), and an Amended & Restated Certificate of Incorporation as Exhibit 3.1. The amended certificate drastically simplifies the capital structure to a single class of Common Stock authorized at 100 shares with $0.01 par value, indicating a likely privatization or merger restructuring with no prior period financial comparisons provided.

• ·Registered office: 1209 Orange Street, Wilmington, County of New Castle, Delaware 19808
• ·8-K Items disclosed: 2.01 (Acquisition/Disposition Completion), 3.01 (Delisting Notice), 3.03 (Material Modification to Rights of Security Holders), 5.01 (Changes in Control), 5.02 (Departure/Election of Directors/Officers), 5.03 (Amendments to Articles), 9.01 (Exhibits)

02-03-2026

First Mid Bancshares, Inc. (NASDAQ: FMBH) completed its acquisition of Two Rivers Financial Group, Inc. on March 2, 2026, adding approximately $1.2B in assets, $883M in loans, $1.0B in deposits, and over $1.2B in trust and wealth assets under management across 14 Iowa locations as of December 31, 2025. Post-acquisition, First Mid's total assets stand at $9.1B and total trust and wealth AUM at $7.9B, with no immediate changes for Two Rivers customers and account conversion expected in June 2026. The transaction positions First Mid to expand services in new markets without reported disruptions.

• ·Two Rivers financials reported as of December 31, 2025
• ·Account conversion from Two Rivers expected in June 2026
• ·First Mid operates in Illinois, Missouri, Texas, Wisconsin, and greater Indianapolis area

02-03-2026

First Financial Corporation (THFF) completed its acquisition of CedarStone Financial, Inc. and CedarStone Bank on March 1, 2026, pursuant to the Merger Agreement dated November 6, 2025. The transaction involved paying $19.12 per share in cash for each share of CedarStone’s common stock, resulting in an aggregate value of approximately $25 million. No financial performance metrics or comparisons were provided in the filing.

• ·Merger Agreement filed as Exhibit 2.1 on November 6, 2025 8-K
• ·CedarStone merged with and into First Financial; CedarStone Bank merged with and into First Financial Bank

02-03-2026

Flutter Entertainment plc disclosed that as of February 28, 2026, the total number of ordinary shares in issue was 175,322,622, each carrying one vote and with a nominal value of €0.09. This figure is to be used by shareholders as the denominator for calculating notification requirements under the UK Financial Conduct Authority’s Disclosure Guidance and Transparency Rules (DTR 5.6.1). The announcement was issued by Company Secretary Edward Traynor.

• ·Nominal value per share: €0.09

02-03-2026

This 8-K filing includes the Annual Report on Form 10-K for the fiscal year ended December 31, 2025, for the entity formerly known as Synovus Financial Corp., filed under Pinnacle Financial Partners, Inc. post-merger. Synovus and Legacy Pinnacle merged into New Pinnacle (f/k/a Steel Newco Inc.) effective January 1, 2026, with the financial statements reflecting Synovus's position as of December 31, 2025. As of June 30, 2025, the aggregate market value of Synovus Common Stock held by non-affiliates was $6.84B at a closing price of $51.75 per share, and 138,893,470 shares were outstanding as of December 31, 2025.

• ·Merger Agreement dated July 24, 2025
• ·Merger effective January 1, 2026 (Effective Time)
• ·Filing date: March 02, 2026
• ·Registrant incorporated in Georgia, EIN 39-3738880
• ·Large accelerated filer and well-known seasoned issuer

02-03-2026

Flanigan’s Enterprises, Inc. held its Annual Meeting of Shareholders on February 27, 2026, with 1,303,883 shares represented out of 1,858,647 outstanding, achieving a 70.15% quorum. All three Board nominees—August H. Bucci, Christopher J. Nelms, and Patrick J. Flanigan—were unanimously elected by shareholders to serve until the 2029 Annual Meeting. The terms of six continuing directors—James G. Flanigan, Jeffrey D. Kastner, Christopher O’Neil, Michael B. Flanigan, Mary E. Bennett, and John P. Foster—remained in effect.

• ·August H. Bucci: 1,129,047 For, 165,938 Withheld
• ·Christopher J. Nelms: 1,120,866 For, 174,117 Withheld
• ·Patrick J. Flanigan: 1,137,267 For, 166,616 Withheld

02-03-2026

On February 24, 2026, Southern California Edison Company (SCE) agreed to sell $600M principal amount of its 5.15% First and Refunding Mortgage Bonds, Series 2024D, due 2029, and $600M principal amount of its 4.80% First and Refunding Mortgage Bonds, Series 2026A, due 2033. The Form 8-K filing, dated March 2, 2026, includes exhibits such as the Underwriting Agreement dated February 24, 2026, and Supplemental Indentures.

• ·Filing submitted on March 2, 2026, reporting event of February 24, 2026.
• ·Exhibits include One Hundred Fifty-Seventh Supplemental Indenture dated February 28, 2024 (incorporated by reference) and One Hundred Sixty-Second Supplemental Indenture dated February 25, 2026.

02-03-2026

Finward Bancorp's Board of Directors declared a quarterly dividend of $0.12 per share on its common stock, payable on March 31, 2026, to shareholders of record on March 16, 2026. This announcement comes amid ongoing regulatory oversight, as Peoples Bank operates under a previously disclosed memorandum of understanding with the FDIC and Indiana DFI that generally requires prior approval for cash dividends. No other financial metrics or period-over-period comparisons were provided.

• ·Filing signed by Benjamin L. Schmitt, EVP, CFO, and Treasurer.
• ·Registrant details: Indiana incorporation, Commission File Number 001-40999, IRS EIN 35-1927981, principal offices at 9204 Columbia Avenue, Munster, Indiana 46321.

02-03-2026

Fidus Investment Corporation entered into Amendment No. 3 to its Equity Distribution Agreement, increasing the maximum aggregate offering amount under its at-the-market (ATM) program from $300.0M to $400.0M. As of March 2, 2026, approximately $134.8M remains available for sale through sales agents Fidus Investment Advisors, LLC, Raymond James & Associates, Inc., and B. Riley Securities, Inc. No shares were sold in connection with this amendment.

• ·Original Equity Distribution Agreement dated November 10, 2022
• ·Prospectus supplement filed March 2, 2026 (accompanying prospectus dated February 27, 2026)
• ·Shelf registration on Form N-2 (File No. 333-293856)

02-03-2026

MariMed Inc. entered into a Restructuring and Exchange Agreement dated February 24, 2026, with Navy Capital Green entities, cancelling existing promissory notes totaling $4.4175M and surrendering 4,908,333 Series B shares valued at $14.725M to avoid mandatory conversion or redemption provisions due February 28, 2026. In exchange, the Company issued new promissory notes for an $8M loan ($2M Note 1 and $6M Note 2, guaranteed by subsidiaries) and 26,900,000 new Series B Convertible Preferred shares. While this provides restructuring flexibility and new liquidity, it introduces additional debt and significant potential equity dilution.

• ·Existing Shares issued originally at $3.00 per share and convertible 1:1 into common stock.
• ·New Series B Preferred Stock issuance upon filing amended Series B Certificate of Designation with Delaware Secretary of State.
• ·Company to pay Navy's costs, expenses, and fees within 3 business days of Effective Date.
• ·Transactions exempt from registration under Regulation D and state securities laws.

02-03-2026

Braemar Hotels & Resorts Inc. released its Fourth Quarter 2025 Investor Presentation on March 2, 2026, disclosed via Form 8-K under Items 7.01 (Regulation FD Disclosure) and 9.01 (Financial Statements and Exhibits). The presentation is attached as Exhibit 99.1 and not deemed 'filed' for SEC purposes unless specifically incorporated by reference. The filing was signed by Deric S. Eubanks, Chief Financial Officer.

• ·Securities registered: Common Stock (BHR), Preferred Stock Series B (BHR-PB), Preferred Stock Series D (BHR-PD) on New York Stock Exchange
• ·Principal executive offices: 14185 Dallas Parkway, Suite 1200, Dallas, Texas 75254
• ·IRS Employer Identification Number: 46-2488594

02-03-2026

Newbridge Acquisition Limited, a blank check company, entered into a non-binding Memorandum of Understanding (MOU) with Starcoin Group Limited (formerly Innovative Pharmaceutical Biotech Limited, HKEX: 399) on February 27, 2026, to explore a potential de-SPAC transaction involving Starcoin and/or its assets or businesses. The MOU requires due diligence and definitive agreements to proceed and terminates 180 days after signing unless extended. No transaction is guaranteed, and shareholders are advised to exercise caution when dealing in the Company's securities.

• ·MOU termination: earlier of definitive agreements or 180 days after February 27, 2026
• ·Company securities: NBRGU (Units), NBRG (Class A Ordinary Shares), NBRGR (Rights) listed on Nasdaq
• ·Starcoin listed on The Stock Exchange of Hong Kong Limited (stock code 399)

02-03-2026

Lifeward Ltd. (LFWD) completed a 1-for-12 reverse share split effective February 24, 2026, reducing outstanding Ordinary Shares from 18,339,098 to approximately 1,528,098 to comply with Nasdaq Capital Market's $1.00 minimum bid price listing requirement. The company simultaneously adopted its Eighth Amended and Restated Articles of Association, increasing authorized Ordinary Shares from 75,000,000 to 100,000,000. Outstanding warrants and stock options were proportionately adjusted.

• ·Shareholder approval at Extraordinary General Meeting on January 6, 2026.
• ·Finance Committee approved 1-for-12 ratio on January 30, 2026, and amendments on February 16, 2026.
• ·Trading on split-adjusted basis began February 24, 2026, under symbol LFWD with new CUSIP M8216Q309.
• ·No fractional shares issued; fractions rounded down.

02-03-2026

Life360 reported record FY 2025 revenue of $489.5 million, up 32% YoY, driven by subscription revenue growth of 33% to $369.3 million, MAU of 95.8 million (+20% YoY), and Paying Circles of 2.8 million (+26% YoY), with Adjusted EBITDA surging 105% to $93.2 million and first full-year net income of $150.8 million. Q4 revenue rose 26% YoY to $146.0 million, with core subscription revenue up 33% and other revenue up 86%. However, Q4 hardware revenue declined 19% YoY to $19.3 million amid lower ASP (-20%) and despite flat unit shipments (+3%), while FY hardware ASP fell 11%.

• ·Q4 2025 gross margin expanded to 75% from 74% YoY; FY 2025 gross margin 78% vs 75%.
• ·Q4 2025 operating expenses as % of revenue flat at 69% YoY; FY 2025 declined to 74% from 77%.
• ·FY 2025 operating cash flow $88.6M, up 172% YoY.
• ·Cash increased to $495.8M from $160.5M at end of 2024.

02-03-2026

Flotek Industries, Inc. announced the appointment of Christina Ibrahim as Senior Vice President, General Counsel, Chief Compliance Officer, and Corporate Secretary, effective via press release issued on March 2, 2026. The disclosure is furnished under Regulation FD (Item 7.01) and includes Exhibit 99.1. No financial metrics or performance data were disclosed.

02-03-2026

Voya Financial, Inc. completed a $400M registered public offering of 5.050% Senior Notes due 2036 on March 2, 2026, fully guaranteed by its wholly-owned subsidiary Voya Holdings Inc., yielding net proceeds of approximately $395.2M after commissions and expenses. Proceeds are intended for general corporate purposes, potentially including repayment of the $447M outstanding 3.65% Senior Notes due June 15, 2026. No declines or flat metrics reported in this debt issuance event.

• ·Notes issued under Base Indenture dated July 13, 2012, supplemented by Tenth Supplemental Indenture dated March 2, 2026.
• ·Interest payable semi-annually on March 2 and September 2, beginning September 2, 2026.
• ·Voya may redeem Notes in whole or in part at any time at prices specified in Supplemental Indenture.
• ·Underwriting Agreement dated February 23, 2026, with Citigroup Global Markets Inc., BofA Securities, Inc., and Wells Fargo Securities, LLC as representatives.

02-03-2026

Stewart Information Services Corporation (STC) announced that its Board of Directors declared a cash dividend of $0.525 per share on its common stock for the first quarter 2026. The dividend is payable on March 31, 2026, to common stockholders of record on March 16, 2026. This declaration was disclosed via press release on March 2, 2026, under Regulation FD.

• ·Common stock trades on NYSE under ticker STC
• ·Registrant incorporated in Delaware, principal office at 1360 Post Oak Blvd, Suite 100, Houston, Texas 77056

02-03-2026

BioLife Solutions, Inc. issued an investor presentation on March 2, 2026, furnished as Exhibit 99.1 to this Form 8-K under Items 7.01 and 9.01. The presentation is available on the Company’s investor relations website at https://investors.biolifesolutions.com/image/2025_BLFS_Investor_Presentation_vF_2026-02-26.pdf. No specific financial metrics or performance data are disclosed in the filing itself.

02-03-2026

OFS Capital reported Q4 2025 net investment income of $0.20 per share, down 9% from $0.22 in Q3 2025, amid total investment income decline to $9.4M from $10.6M and net unrealized depreciation of $0.96 per share, resulting in a net loss of $0.81 per share. NAV fell 10% to $9.19 from $10.17, with total investments dropping to $342M from $370.2M; however, weighted-average performing yield rose to 13.5% from 13.3% and outstanding debt decreased to $220.5M from $239.2M. The Board declared a Q1 2026 distribution of $0.17 per share, and post-quarter, the company extended its Banc of California facility to 2028, redeemed $16M notes, and secured a new $80M Natixis credit facility while terminating the BNP facility.

• ·One loan with $4.1M fair value placed on non-accrual status during Q4 2025.
• ·Restructured prior non-accrual loan: exchanged for new $3.8M accrual loan and equity.
• ·Cash and equivalents: $3.4M as of Dec 31, 2025.
• ·Unused commitment under Banc of California facility: $20.5M as of Dec 31, 2025.
• ·Outstanding commitments to fund portfolio companies: $13.2M as of Dec 31, 2025.
• ·Conference call scheduled for March 3, 2026 at 10:00 AM ET.

02-03-2026

HA Sustainable Infrastructure Capital, Inc. issued $400M aggregate principal amount of 6.000% Green Senior Unsecured Notes due 2036 on March 2, 2026, under an amended indenture dated June 24, 2025. Net proceeds will temporarily repay borrowings under the revolving credit facility, commercial paper programs, or redeem outstanding 8.00% Senior Notes due 2027, with ultimate allocation to eligible green projects within two years. The Notes are senior unsecured obligations guaranteed by key subsidiaries, with semi-annual interest payments starting September 15, 2026, and maturity on March 15, 2036.

• ·Base Indenture dated June 24, 2025; Officer’s Certificate dated March 2, 2026.
• ·Optional redemption: prior to Dec 15, 2035 at 100% principal plus make-whole premium; on/after Dec 15, 2035 at 100% principal.
• ·Interest payable semi-annually on March 15 and September 15, commencing September 15, 2026.

02-03-2026

Riot Platforms reported record FY2025 revenue of $647.4M, up 72% YoY from $376.7M, driven by Bitcoin Mining revenue of $576.3M (up 80% YoY) and 5,686 BTC mined (up 18% YoY), with gross profit of $302M. However, average cost to mine BTC (excl. depreciation) rose 54% YoY to $49,645 amid higher network hash rate, resulting in a net loss of $663.2M versus a $0.1M profit in FY2024, and Adjusted EBITDA declined sharply to $13.0M from $463.2M. The company maintained strong liquidity of ~$1.9B, including 18,005 BTC valued at $1.6B, and commenced data center operations with AMD in Jan 2026.

• ·Bitcoin held as collateral: 3,977 out of 18,005; Cash restricted: $76.3M out of $309.8M.
• ·BTC market price Dec 31, 2025: $87,498.
• ·Future BTC miner depreciation: $253.4M in 2026, $196.5M in 2027, $69.4M in 2028 (total $519.3M).
• ·Power curtailment credits FY2025: $56.7M (up 68% YoY).

02-03-2026

On February 25, 2026, LifeStance Health Group, Inc. entered into an Underwriting Agreement with J.P. Morgan Securities LLC and selling stockholders for the offering of 25,000,000 shares of its common stock, all sold by the selling stockholders with no proceeds to the company. The company agreed to repurchase 7,000,000 shares from the underwriter at the same price paid to the selling stockholders, without additional underwriter compensation. The offering closed on March 2, 2026.

• ·Underwriting Agreement pursuant to registration statement on Form S-3 (File No. 333-279585), filed May 21, 2024.
• ·Legal opinion issued by Ropes & Gray LLP regarding the shares sold.

02-03-2026

Brinker International, Inc. (NYSE: EAT) promoted George Felix to Executive Vice President, Chief Marketing Officer, overseeing marketing for both Chili’s Grill & Bar and Maggiano’s Little Italy, effective March 2, 2026. Felix, who joined in 2022 as SVP and CMO of Chili’s, contributed to the company's market capitalization growing from $1.3B to $6.25B during his tenure. No declines or flat metrics were reported in the announcement.

• ·Brinker operates in 31 countries and two U.S. territories.
• ·Felix received awards including Fast Company’s 2025 CMOs of the Year, Ad Age 2025 CMO of the Year, and ADWEEK 2024 Marketing Vanguard.

02-03-2026

Fortitude Gold Corp. (OTCQB: FTCO) entered a Joint Venture Agreement with Hawthorne Land & Minerals, LLC to form East Camp Douglas, LLC, funded by Hawthorne's $40M investment for 40% ownership while Fortitude retains 60% majority interest and operational control. The investment supports an aggressive exploration program aiming for a major gold discovery within 1-2 years, parallel permitting for up to 125 acres disturbance, and fast-tracked mine development. No declines or flat performance metrics reported in current operations.

• ·Property located in Silver Star mining district, Mineral County, Nevada, ~6 miles southwest of Mina.
• ·Consists of 293 unpatented lode claims, 24 unpatented placer claims, 12 patented mining claims, and 3 fee land parcels.
• ·Ongoing exploration under two active Notices of Intent (NOIs) for limited 5-acre disturbance while permitting progresses.
• ·Year-end conference call to discuss JV to be announced separately.

02-03-2026

Gulf Resources, Inc. announced on March 2, 2026, the resumption of its temporarily suspended operations in Shouguang City, Shandong Province, China, in compliance with a seasonal government notice from the Government of Shouguang City. The suspension, previously disclosed in a Form 8-K on December 18, 2025, was to support orderly extraction, effective utilization, and comprehensive development of brine resources while protecting the ecological environment. No financial impacts or operational metrics were disclosed.

• ·Operations located at Level 11, Vegetable Building, Industrial Park of the East City, Shouguang City, Shandong Province 262700, The People’s Republic of China
• ·Company's common stock trades as GURE on The Nasdaq Stock Market LLC

02-03-2026

FB Bancorp, Inc. (NASDAQ: FBLA)'s subsidiary, Fidelity Bank, completed the sale of certain assets of its NOLA mortgage division to First Federal Bank on March 1, 2026, pursuant to an Asset Purchase Agreement dated December 31, 2025. The transaction was previously disclosed, and no financial terms or impacts were detailed in the filing.

• ·Asset Purchase Agreement dated December 31, 2025
• ·Fidelity Bank located in New Orleans, Louisiana
• ·First Federal Bank located in Lake City, Florida

02-03-2026

Kratos Defense & Security Solutions, Inc. (KTOS) announced a proposed underwritten public offering of $1B in common stock pursuant to an effective shelf registration, with underwriters holding a 30-day option for up to an additional $150M in shares. Net proceeds are expected to fund customer-targeted acquisitions, investments and capital expenditures for national security programs and pipeline opportunities, and general corporate purposes. The offering is subject to market and other conditions, with no assurance of completion.

• ·Shelf registration on Form S-3ASR (File No. 333-293786) automatically effective February 26, 2026.
• ·Joint book-running managers: Baird, Raymond James, RBC Capital Markets, Truist Securities.
• ·Announcement date: February 26, 2026; 8-K filing date: March 02, 2026.

02-03-2026

BGSF, Inc. appointed Keith Schroeder and Kelly Brown as permanent Co-Chief Executive Officers. On February 24, 2026, subsidiary B G Staff Services, Inc. entered into an Executive Employment Agreement with Ms. Brown, providing an initial annualized base salary of $375,000 through December 31, 2027, with eligibility for EBITDA-based annual bonuses, 1% acquisition bonuses, discretionary incentives, and severance of 12 months base salary (18 months post-change of control). Additional agreements include non-disclosure, non-compete (12 months), non-solicitation (18 months), and indemnification.

• ·Severance includes COBRA premiums for 18 months upon qualifying termination.
• ·Full vesting of equity awards upon qualifying termination.
• ·Non-compete restricted for 12 months post-termination; non-solicitation and non-interference for 18 months.
• ·Prior disclosure incorporated from 8-K filed June 23, 2025.

02-03-2026

On February 24, 2026, Pacific Oak Strategic Opportunity REIT, Inc. dismissed Ernst & Young, LLP as its independent auditor effective immediately, with no disagreements or reportable events noted over the prior two fiscal years. The Board dissolved the audit committee, ceased plans to file Annual Reports on Form 10-K or Quarterly Reports on Form 10-Q, and opted instead for Current Reports on Form 8-K including quarterly IFRS financial statements of its BVI subsidiary, while deciding against seeking stockholder approval for a liquidation plan amid limited cash and uncertain funding. These actions coincide with ongoing Israeli court proceedings for a Debt Arrangement involving the BVI subsidiary's bondholders, where a creditors' meeting date remains unset.

• ·Letter of undertaking entered on August 19, 2025, with Trustee for BVI bondholders.
• ·Trustee applied to Israeli court on December 26, 2025, to convene creditors' meeting; court ordered meeting on February 4, 2026, but date not yet set.
• ·Company's shares of BVI constitute substantially all assets; expects orderly disposal under Debt Arrangement.
• ·Independent directors waived all accrued and future fees to reduce expenses.
• ·No updated estimated net asset value per share to be provided due to financial constraints.

02-03-2026

ALT5 Sigma Corporation held its 2025 Annual Meeting of Stockholders on February 27, 2026, electing seven directors (Zachary Witkoff, Tony Isaac, Zachary Folkman, Nael Hajjar, John Bitar, Dr. Adel Elmessiry Ph.D., and Tim Stanley) for one-year terms, with all receiving majority 'for' votes ranging from 26.97M to 29.57M shares despite notable withheld votes for Nael Hajjar (2.87M) and John Bitar (2.81M). Stockholders also ratified L J Soldinger Associates, LLC as the independent auditor for fiscal 2025 with 52.74M votes for versus 2.02M against, and approved an adjournment proposal with 49.84M for versus 4.85M against. Broker non-votes totaled 25.02M shares across director proposals.

• ·Proxy Statement filed February 3, 2026 and updated February 6, 2026
• ·Detailed director votes: Zachary Witkoff (29,558,662 for, 278,462 withheld); Tony Isaac (29,567,556 for, 269,568 withheld); Zachary Folkman (28,914,712 for, 922,412 withheld)

02-03-2026

Fortress Value Acquisition Corp. V, a blank check company sponsored by an affiliate of Fortress Investment Group LLC, announced the pricing of its $250M initial public offering of 25,000,000 Class A ordinary shares at $10.00 per share, with trading on Nasdaq under ticker FVAV beginning February 26, 2026. Deutsche Bank Securities Inc. serves as the sole underwriter, with a 45-day option to purchase up to an additional 3,750,000 shares for over-allotments. The registration statement was declared effective by the SEC on February 25, 2026.

• ·SEC registration statement declared effective on February 25, 2026.
• ·45-day underwriter option to cover over-allotments.