S&P 500 Consumer Discretionary Sector SEC Filings — March 12, 2026

12-03-2026

Grayscale XRP Trust ETF's net assets surged to $223.4M at December 31, 2025 from $10.5M at December 31, 2024, fueled by massive capital inflows with shares outstanding rising from 250,800 to 6,300,100. However, NAV per share fell 15% to $35.45 from $41.67, driven by a net operational loss of $37.9M in 2025 versus a $7.2M gain in the prior partial-year period, primarily from $37.8M unrealized depreciation on XRP investments. XRP holdings expanded to 122.2 million units at fair value of $223.4M (cost basis $253.9M).

• ·Trust commenced operations on September 5, 2024
• ·No shares redeemed in either period
• ·No investment income reported in either period
• ·Sponsor’s Fee Waiver of $67K in 2025
• ·Net cash used in operating activities: $248.1M; provided by financing: $248.1M (2025)
• ·Q4 2025 showed sharp unrealized depreciation of $41.5M, contributing to overall ops loss

12-03-2026

Orrstown Financial Services reported average total assets of $5.43B in 2025, up 25.7% YoY from $4.32B, fueled by 25.2% loan growth to $3.95B average balance and net interest income expansion of 28.7% to $199.8M with NIM improving to 4.04%. Noninterest income surged 39.7% YoY to $52.3M, driven by trust/brokerage and swap fees, while noninterest expenses remained nearly flat at $149.4M (up 0.7%) due to sharply lower merger-related costs ($2.6M vs $22.7M). However, mortgage banking income declined 1.6% YoY and investment securities gains fell 33.3%.

• ·Accretion on purchase accounting marks: $21.5M in 2025 (vs $15.2M in 2024)
• ·Merger-related expenses: $2.6M in 2025 (down from $22.7M in 2024)
• ·Investment securities portfolio book value $972.1M with average maturity 23.3 years
• ·Salaries and employee benefits up 11.2% YoY to $85.2M

12-03-2026

Net assets increased 56% YoY to $160.4M at December 31, 2025 from $102.6M, driven by $107.1M in capital share issuances and shares outstanding more than doubling to 17.6M; however, operations showed a $49.3M net decrease due to $49.5M unrealized depreciation on SOL investments, contrasting with a $32.3M gain in 2024. NAV per share declined 37% to $9.09 from $14.33 amid SOL price weakness, while new staking rewards provided $1.6M income but expenses rose to $2.0M. Compared to 2023's $25.2M net assets, growth remains strong over two years but operational performance deteriorated sharply.

• ·No share redemptions occurred in 2023-2025.
• ·Cash balance remained at $0 throughout, with financing fully offsetting operating cash use via share issuances.
• ·SOL cost basis Dec 31, 2025: $175.0M vs fair value $160.4M (unrealized loss); Dec 31, 2024: $67.8M cost vs $102.6M fair value (gain).

12-03-2026

Once Upon a Farm reported robust Q4 2025 results with net sales up 30.1% YoY to $64M, gross margin expanding 100 bps to 47.7%, net income of $22.5M versus a $12.3M loss, and Adjusted EBITDA rising to $6.6M from $2.2M. Full year 2025 net sales grew 53.5% to $240.7M with Adjusted EBITDA at $2.1M versus a $3.7M loss, but gross margin contracted 130 bps to 42.3% due to elevated trade spend including slotting fees. The company completed its IPO in February 2026, raising $139.3M in net proceeds, and guided 2026 net sales to $302M-$310M (25-29% growth) with Adjusted EBITDA of $2M-$4M.

• ·Q4 SG&A expenses $26.0M (40.7% of sales) vs $21.6M (43.9% prior), decrease of 318 bps as % of sales.
• ·FY volume growth 42% driven by distribution and new products.
• ·Pre-IPO balance sheet: Inventory up to $47.0M from $23.7M; Accounts receivable $28.8M from $17.8M.
• ·IPO share price $18 per share.

12-03-2026

On March 9, 2026, Diversified Energy Company entered into an Underwriting Agreement with affiliates of EIG Global Energy Partners (Selling Stockholders) and Citigroup Global Markets Inc. for the offering of 7,501,585 shares of common stock by the Selling Stockholders. The offering closed on March 11, 2026, with the Company repurchasing 3,750,000 shares at the underwriter's purchase price, receiving no proceeds from the sale. No performance metrics or period comparisons were reported.

• ·Underwriting Agreement filed as Exhibit 1.1
• ·Agreement includes customary indemnification provisions

12-03-2026

Grayscale Dogecoin Trust ETF (GDOG), sponsored by Grayscale Investments Sponsors, LLC, filed its 10-K for FY ended December 31, 2025, detailing its operations as a passive vehicle holding Dogecoin (DOGE) with 624,700 shares outstanding as of March 6, 2026, and each share representing approximately 117.5835 DOGE. The Trust uplisted on NYSE Arca on November 24, 2025, after which shares traded with an average premium of 0.08% but also an average discount of 0.24% to NAV per share through year-end. Extensive risk factors highlight DOGE price volatility, regulatory uncertainties, and potential for shares to trade at premiums or discounts to NAV.

• ·Trust formed January 27, 2021; operations commenced January 30, 2025.
• ·Name changed to ETF on November 20, 2025; uplisted on NYSE Arca November 24, 2025.
• ·Sponsor changes: Reorganization January 1, 2025; GSO withdrew January 3, 2025; GSIS sole sponsor effective May 3, 2025.
• ·SEC approved NYSE Arca generic listing standards September 17, 2025.

12-03-2026

First Horizon Corporation filed Articles of Amendment to its Amended and Restated Charter, creating a new series of Non-Cumulative Perpetual Preferred Stock, Series H, initially consisting of 4,000 shares with a $100,000 per share liquidation preference, for a total of $400M. The Series H shares carry a non-cumulative 6.750% annual dividend rate, payable quarterly commencing July 10, 2026, subject to board declaration. The amendment was authorized by the Board of Directors on January 27, 2026, and executed on March 6, 2026, without shareholder approval.

• ·Dividend Payment Dates: January 10, April 10, July 10, October 10 (commencing July 10, 2026)
• ·Board authorization date: January 27, 2026
• ·Senior executive authorization date: March 5, 2026
• ·Executed and signed: March 6, 2026

12-03-2026

Bitwise Ethereum ETF (ETHW), a Delaware statutory trust formed on February 16, 2024, filed its 10-K annual report for the fiscal year ended December 31, 2025, disclosing 15,280,000 shares outstanding as of March 3, 2026, and an aggregate market value of non-affiliate common equity of $269.3M as of the end of its second fiscal quarter. The Trust, which commenced operations on July 22, 2024, and trading on NYSE Arca on July 23, 2024, holds primarily ether with NAV referenced to the CME CF Ether-Dollar Reference Rate (New York variant) at $2,964.79 on December 31, 2025; no period-over-period financial performance data or declines were detailed in the provided sections.

• ·Trust formed on February 16, 2024; Sponsor Agreement dated July 9, 2024; Trust Agreement dated May 28, 2024.
• ·Commission file number: 001-42159; I.R.S. Employer Identification No.: 99-6361348.
• ·Baskets created/redeemed in blocks of 10,000 Shares based on Basket Amount of ether.
• ·Ether Trading Counterparties as of December 31, 2025: B2C2 USA Inc., Coinbase, Inc., Cumberland DRW LLC, FalconX, Flow Traders B.V., JSCT, LLC, Nonco LLC, Virtu Financial Singapore Pte. Ltd., Wintermute Trading Ltd.
• ·Constituent Platforms for Pricing Index as of December 31, 2025: Bitstamp, Coinbase, Gemini, itBit, LMAX Digital, Kraken, Crypto.com, Bullish Exchange.

12-03-2026

Net assets of Grayscale Chainlink Trust ETF grew 229% YoY to $73,816 at December 31, 2025 from $22,437, driven by $70,805 in capital share transactions that increased shares outstanding 449% to 6,792,010. However, principal market NAV per share declined 40% to $10.87 due to a $18,889 unrealized depreciation on LINK investments, resulting in a net operational loss of $19,426 versus a $4,222 gain in 2024. Expenses rose 67% YoY to $509 amid sponsor fees, with no investment income.

• ·No investment income reported in 2025, 2024, or 2023.
• ·LINK holdings quantity increased to 6,029,727 at Dec 31, 2025 from 1,124,122 at Dec 31, 2024.
• ·No shares redeemed in 2025, 2024, or 2023.
• ·Cash remains at $0 end of 2025; all activities in-kind.
• ·Sponsor’s Fee waiver of $20 in 2025.

12-03-2026

abrdn Global Income Fund, Inc. (NYSE American: FCO) adjourned its Special Shareholder Meeting on March 12, 2026, to April 1, 2026, at 11:30 am Eastern Time, to solicit additional proxies and achieve quorum. Shareholders are voting on an Agreement and Plan of Reorganization with abrdn Asia Pacific Income Fund, Inc. (NYSE American: FAX) and the liquidation and dissolution of FCO, with the Board unanimously recommending approval. Aberdeen Investments reports $525B in assets under management as of December 31, 2025.

• ·Proxy materials available on www.sec.gov

12-03-2026

Inflection Point Acquisition Corp. IV (BACQU) filed its 10-K annual report on March 12, 2026, disclosing risks from potential debt obligations, including substantial cash flow allocation to principal and interest payments that could limit funds for dividends on Class A Shares, expenses, capital expenditures, acquisitions, and strategy execution. The filing highlights limitations on additional borrowing compared to less-leveraged competitors and potential control changes from issuing substantial Class A Ordinary Shares. It notes potential repayments of up to $750,000 in working capital loans from Inflection Point Fund I LP and up to $2,500,000 in Sponsor-related loans convertible into private placement units at $10.00 per unit, with consolidated financial statements provided from pages F-2 to F-24.

• ·Consolidated financial statements include Balance Sheets (F-3), Statements of Operations (F-4), Changes in Shareholders’ Deficit (F-5), and Cash Flows (F-6), with Notes from F-7 to F-24.

12-03-2026

Laird Superfood, Inc. completed its acquisition of Navitas LLC for $38.5M, funded by a concurrent $50M private placement of Series A Convertible Preferred Stock to affiliates of Nexus Capital Management LP. The transaction, approved by stockholders at a special meeting on March 11, 2026, positions the combined entity as a scaled platform in functional nutrition with enhanced product breadth and growth potential. While executives highlighted synergies and innovation opportunities, forward-looking statements caution risks including integration challenges and inability to realize anticipated benefits.

• ·Special stockholder meeting held March 11, 2026, to approve Transactions
• ·Navitas founded in 2003 with 20+ year history in superfoods
• ·Nexus Capital Management founded in 2013
• ·Legal advisors: Haynes and Boone, LLP (Laird); Paul, Weiss, Rifkind, Wharton & Garrison LLP (Nexus); William Hood & Company, LLC (financial advisor to Navitas); Brownstein Hyatt Farber Schreck, LLP (Navitas)

12-03-2026

Weis Markets, Inc. (WMK) filed a DEF 14A proxy statement dated March 12, 2026, for its Annual Meeting on April 30, 2026, proposing the election of five directors (Jonathan H. Weis, Harold G. Graber, Dennis G. Hatchell, Edward J. Lauth III, and Gerrald B. Silverman), ratification of independent auditors for the fiscal year ending December 26, 2026, an advisory vote to approve executive compensation, and an advisory vote on the frequency of such votes (recommending every three years). The record date is March 10, 2026, with 24,744,597 shares of Common Stock outstanding, requiring 12,372,299 shares for quorum. No financial performance metrics or period-over-period changes are disclosed in the filing.

• ·Annual Meeting location: 1000 South Second Street, Sunbury, Pennsylvania 17801, at 10:00 a.m. Eastern Daylight Time
• ·Directors elected by plurality vote with cumulative voting allowed via proxy card only
• ·Proxy materials available at https://www.weismarkets.com/financial.html or https://www.weismarkets.com/investor-relations

12-03-2026

California BanCorp's Board of Directors approved a quarterly cash dividend of $0.10 per share on its common stock on March 12, 2026. The dividend will be payable on April 15, 2026, to shareholders of record as of the close of business on March 24, 2026. This routine declaration reflects stable shareholder returns with no comparative financial metrics or performance declines reported.

12-03-2026

Surf Air Mobility reported Q4 2025 revenue of $26.4 million, down 6% YoY from $28.05 million, driven by a 19% decline in scheduled service revenue partially offset by 36% growth in On Demand charter revenue; full-year 2025 revenue decreased 10.8% to $106.6 million from $119.4 million. Adjusted EBITDA loss improved 5% YoY to $41.7 million for FY2025 versus $44.1 million, though Q4 loss widened 15.9% to just under $8 million from $6.9 million. The company provided 2026 guidance for 20-30% revenue growth to $128-138 million but anticipates a wider Adjusted EBITDA loss of $40-50 million amid investments.

• ·Q4 2025 controllable completion rate improved to 98% (+9.5 pp YoY); on-time departures to 72% (+10.5 pp YoY); on-time arrivals to 81% (+7 pp YoY).
• ·Order for 25 electric aircraft (options for 75 more) from BETA Technologies; designated launch operator for passenger service in Hawaii.
• ·Fleet consolidated exclusively to Cessna Caravan aircraft.
• ·Q1 2026 guidance: Revenue $24-26M; Adjusted EBITDA loss $13.5-15.5M.

12-03-2026

Velocity Financial, Inc. filed an 8-K on March 12, 2026, disclosing under Regulation FD the posting of management's fourth quarter and full year 2025 earnings presentation on its Investor Relations website (www.velfinance.com) as of March 11, 2026. The presentation is furnished as Exhibit 99 but no specific financial metrics, improvements, or declines were detailed in the filing itself.

• ·Filing covers Items 7.01 (Regulation FD Disclosure) and 9.01 (Financial Statements and Exhibits).
• ·Securities: Common stock, par value $0.01 per share (VEL) listed on NYSE and NYSE Texas, Inc.
• ·Principal offices: 2945 Townsgate Road, Suite 110, Westlake Village, California 91361.

12-03-2026

Salesforce, Inc. entered into a Master Confirmation dated March 11, 2026, for uncollared Accelerated Share Repurchase (ASR) Transactions with an unnamed Dealer, establishing the framework under ISDA 2002 Master Agreement and Equity Derivatives Definitions. Specific terms for individual Transactions, such as Prepayment Amount, Initial Shares, Trade Date, Calculation Period, and Floor Price, will be detailed in future Supplemental Confirmations. No specific transaction amounts, volumes, or performance metrics are disclosed in this filing.

• ·Governing law: New York law.
• ·Exchange: New York Stock Exchange (symbol CRM).
• ·Transactions structured as Share Forward Transactions per 2002 ISDA Equity Derivatives Definitions.

12-03-2026

Funko, Inc. reported net sales of $908M for the year ended December 31, 2025, down 13.5% from $1.05B in 2024, with cost of sales declining 9.5% but SG&A expenses down only 5.9%. The company swung to an operating loss of $46M from a $13M profit, resulting in net loss widening to $68M (357.7% worse) from $15M, and Adjusted EBITDA falling to $27M from $95M. Cash from operations turned negative at $5M from $124M provided.

• ·Largest facility: 862,000 sq ft Warehouse/Distribution in Buckeye, AZ (lease expires Oct 31, 2032)
• ·Net cash change: +$7.5M in 2025 vs -$1.8M in 2024
• ·2023 net sales: $1.10B, net loss attributable to Funko: $154M
• ·Loss per diluted share: $(1.24) in 2025 vs $(0.28) in 2024

12-03-2026

Firefly Neuroscience, Inc. entered a securities purchase agreement on March 8, 2026, to issue up to 13,500,000 units at $1.50 per unit, with an initial closing on March 12, 2026, for 1,500,000 units raising $2.25M from accredited investors. Investors have the option for up to $18M additional investment within 30 days, including shares or pre-funded warrants plus 5-year warrants at $1.88 and $2.50 exercise prices, subject to 4.99%/9.99% beneficial ownership limits and lock-up agreements through March 12, 2027. The private placement complies with Nasdaq rules without shareholder approval, with an S-1 registration statement due by April 15, 2026.

• ·Private placement exempt under Section 4(a)(2) and Rule 506(b) of Regulation D.
• ·Lock-Up Period: 6 months ending September 12, 2026; Leak-Out Period: 6 months ending March 12, 2027.
• ·S-1 Registration Statement to be filed by April 15, 2026, with effectiveness targeted within 45-90 days.
• ·Complies with Nasdaq Listing Rule 5635(d) without stockholder approval.

12-03-2026

FACT II Acquisition Corp. (FACT) released an investor presentation on March 12, 2026, outlining a proposed business combination with Precision Aerospace & Defense Group, Inc. (PAD), which comprises current operating entities Maney Aircraft, Aerofab NDT, AOP Precision Products (V&M), and Aerodyn Engineering, plus pending acquisitions of WestPro, Southern Precision Machining (SPM), and Diagnostics Solutions International (DSI) via definitive agreements and LOI. The presentation includes unaudited pro forma financial information assuming integration as of January 1, 2024, but heavily qualifies all data with extensive risk disclosures, forward-looking statement caveats, and no guarantees on deal completion or performance.

• ·Presentation information as of March 10, 2026
• ·FACT IPO prospectus dated November 26, 2024
• ·Registration Statement on Form S-4 filed January 2, 2026
• ·WestPro acquisition agreement amended August 28, 2025
• ·SPM definitive agreement dated January 27, 2026
• ·DSI letter of intent dated September 3, 2025
• ·Pro forma financials assume acquisitions effective January 1, 2024

12-03-2026

Terra Property Trust, Inc. disclosed minimal participation in its Exchange Offers as of March 12, 2026, with only 3.80% of $80.4M TPT Notes and 0.37% of $38.4M TIF6 Notes tendered for new secured 7.00% Senior Secured Notes due 2029. TIF6 reported $0.4M cash and $105.8M assets (primarily $48.1M promissory note receivable from the Company due March 31, 2027), while the Company held $33.2M cash amid concerns over liquidity to repay maturing notes in 2026. The Company hired Portage Point Partners as restructuring banker and Alston & Bird as counsel to evaluate strategic alternatives including restructuring.

• ·S-4 registration statement filed February 13, 2026, and amended March 12, 2026
• ·TPT Notes mature June 30, 2026; TIF6 Notes mature March 31, 2026
• ·Company not a guarantor of TIF6 Notes and no contractual obligation to fund repayments

12-03-2026

Omega Flex, Inc. (OFLX) reported FY2025 net sales of $98.3M, down 3.3% YoY from $101.7M, with gross profit declining 5.3% to $59.0M at a 60.0% margin (vs 61.2% prior). Operating profit fell sharply 21.6% to $16.9M, resulting in net income attributable to OFLX of $14.8M (-17.7% YoY) and diluted EPS of $1.47 (vs $1.78), though cash dividends per share increased slightly to $1.36 from $1.35. Balance sheet stable with total assets at $105.0M (down 0.9%), cash up 3.0% to $53.2M, shareholders' equity up 1.0% to $84.0M, and operating cash flow of $17.2M (-17.6% YoY).

• ·Capital expenditures decreased to $1.8M from $2.0M YoY.
• ·Accounts receivable down to $13.7M from $14.4M; inventories down to $13.4M from $14.6M.
• ·Current liabilities decreased to $16.0M from $17.4M.
• ·Noncontrolling interest shifted to loss of $178K from gain of $67K.

12-03-2026

Blue Ridge Bankshares, Inc. (NYSE American: BRBS) announced the retirement of President and CEO G. William Beale effective March 6, 2026, following his successful leadership in exiting the OCC Consent Order in November 2025 and restoring profitability to Blue Ridge Bank. The Boards appointed Harry Golliday, Executive Vice President and Chief Credit Officer since January 2024, as Interim CEO and President of both the Company and the Bank. This transition positions the Bank to pursue growth and strategic opportunities amid a strengthened financial condition.

• ·G. William Beale joined Blue Ridge Bank as CEO on May 7, 2023, and was appointed President and CEO of the Company on July 12, 2023.
• ·Harry Golliday has over four decades of experience in financial services and joined Blue Ridge Bank in 2024.
• ·G. William Beale turned 76 in December 2025.

12-03-2026

On March 6, 2026, First United Corporation's Compensation Committee revised the Long-Term Incentive Plan (LTIP) performance-vesting RSUs to use ROAE and TBVPSG metrics relative to the 25th, 50th, and 75th percentiles of a peer group of 103 banks with $1.0B-$4.2B in assets. The Committee also approved 2026 Short-Term Incentive Plan (STIP) opportunities for executives Jason B. Rush (target $142,500), Tonya K. Sturm (target $73,593), and Robert L. Fisher, II (target $78,693), based on ROAA, efficiency ratio, delinquencies, and individual performance. No financial results or performance outcomes were reported.

• ·LTIP performance period ends December 31, 2028; RSU values based on percentage of base salary as of December 31, 2025.
• ·Peer group for LTIP is closed; acquired peers removed, failed peers assigned -99% performance.
• ·STIP payouts for 2026 to be paid in 2027; specific officer metrics confidential until 2026 results determined.
• ·STIP metrics: return on average assets, efficiency ratio, average delinquencies as percentage of total loans, individual performance.

12-03-2026

BRC Group Holdings, Inc. announced transactions resulting in the retirement of approximately $37.9 million in outstanding debt through bond-for-equity exchanges of 1,343,551 senior note units for 4,201,300 shares of common stock and cash repurchases of 171,703 units of 5.0% senior notes for $4.0 million, with a final transaction closing March 13, 2026. The company will redeem $96 million of 5.50% Senior Notes due 2026 (RILYK) on March 30, 2026, further reducing net debt beyond preliminary year-end 2025 estimates. However, due to a new auditor onboarding in September 2025 and recent 10-Q filings, the company will file a Form 12b-25 by March 17, 2026, extending the 2025 Annual Report (10-K) deadline to March 31, 2026.

• ·Transactions conducted with long-time institutional investor pursuant to Section 3(a)(9) of the Securities Act of 1933
• ·Three Quarterly Reports on Form 10-Q filed between November 20, 2025, and January 14, 2026
• ·Q4 and Full Year 2025 Financial Results and earnings call to be announced next week, with release by March 31, 2026

12-03-2026

Artificial Intelligence Technology Solutions Inc. completed a 100-for-1 reverse stock split processed by FINRA on March 12, 2026, after which its Board of Directors unanimously voted not to proceed with a proposed Authorized Share Increase of 3.8B common shares filed via Definitive Information Statement on March 2, 2026. The authorized capitalization remains unchanged at 27.52B total shares, including 27.5B common shares and 20M preferred shares. No other material changes or performance metrics were reported.

• ·Reverse Stock Split ratio of 100 for 1 processed by FINRA on March 12, 2026

12-03-2026

Americas CarMart Inc (CRMT) reported a net loss of $77M for Q3 FY2026 (three months ended Jan 31, 2026), compared to a $3M profit YoY, with total revenues declining 12% to $287M driven by 16% drop in sales to $223M and provision for credit losses rising 21% to $105M. For the nine months ended Jan 31, 2026, revenues fell 4% YoY to $979M, yielding a $105M net loss versus $7M profit, while finance receivables net decreased 6% to $1.115B; however, cash and equivalents increased sharply to $118M from $10M at FY2025 end.

• ·Inventory decreased to $101M from $112M at Apr 30, 2025.
• ·Non-recourse notes payable increased to $628M from $572M.
• ·Senior secured note payable of $264M issued, revolving line of credit paid off.
• ·Cash flows from financing $117M provided nine months ended Jan 31, 2026.

12-03-2026

Non-Invasive Monitoring Systems, Inc. (NIMU), a Florida corporation, entered into an Agreement and Plan of Merger and Reorganization dated March 6, 2026, whereby its wholly-owned subsidiary, Gravitics Merger Sub, Inc., will merge with Gravitics, Inc., with Gravitics surviving as a wholly-owned subsidiary and its stockholders receiving at least 95.5% of NIMU's post-merger equity. This represents significant dilution for existing NIMU stockholders, who will retain no more than 4.5% ownership. The closing is targeted on or before June 30, 2026, at the offices of Lucosky Brookman LLP, with Colin Doughan to serve as Chairman of the post-merger board.

• ·Merger intended to qualify as a tax-free reorganization under Section 368(a) of the Internal Revenue Code.
• ·Effective Time upon filing Certificate of Merger with Delaware Secretary of State pursuant to DGCL Section 251(c).
• ·Post-merger board to include a majority of independent directors under Nasdaq Rule 5605(a)(2).

12-03-2026

OppFi Inc. reported total revenue of $597M for FY2025, up 13.5% YoY from $526M, with net revenue rising 18.6% to $381M and income from operations surging 76.3% to $167M, driving net income attributable to OppFi to $26M, up 262.8% YoY. Adjusted net income grew 69.1% to $140M with adjusted EPS of $1.59. However, the change in fair value of finance receivables worsened 5.6% to a $216M loss, salaries and employee benefits remained essentially flat at $61M (+0.4%), and total debt was nearly flat at $321M (+0.8%).

• ·Net charge-offs improved to 37.0% of total revenue (from 39.1%) and 49.4% of average receivables (from 51.4%) in FY2025.
• ·Unrestricted cash was $49M at Dec 31, 2025 (down from $61M in 2024); undrawn debt $204M.
• ·Net cash from operations up to $401M in FY2025 from $324M in 2024.
• ·Equity method investment slightly down 0.6% to $19M at Dec 31, 2025.
• ·Other adjustments net $12.2M in FY2025, including $10M stock compensation and $1.2M legal matters.

12-03-2026

Applife Digital Solutions, Inc. entered into a Securities Purchase Agreement dated March 9, 2026, with Proactive Capital Partners, LP, for the issuance and sale of a convertible Note under the exemption of Section 4(a)(2) of the 1933 Act and Rule 506(b). The agreement includes covenants requiring the Company to deliver irrevocable transfer agent instructions, purchase D&O insurance within 180 days of closing with 18 months coverage and 2-year tail, and pay $3,000 per day in liquidated damages for failure to disclose material non-public information via Form 8-K. No purchase price, note principal, or financial performance metrics are detailed in the filing excerpt.

• ·Agreement filed as EX-10.1 with 8-K on March 12, 2026, covering Items 1.01 (Material Definitive Agreement), 2.03 (Creation of Direct Financial Obligation), 3.02 (Unregistered Sales of Equity Securities), and 9.01 (Financial Statements and Exhibits).
• ·Company must provide corporate resolutions and issuance approvals to transfer agent within 6 hours of each Note conversion.
• ·Conditions include no Material Adverse Effect, no trading suspension, and delivery of good standing certificates within 10 days of Closing.
• ·Governing law is Nevada; arbitration and venue in Orange County, California.

12-03-2026

On March 6, 2026, Fly-E Group, Inc. dismissed Marcum Asia CPAs LLP as its independent registered public accounting firm and appointed Fortune CPA, Inc. to review Q ended December 31, 2025 financials and audit FY ending March 31, 2026. There were no disagreements with Marcum Asia, whose prior reports were unmodified except for a going concern explanatory paragraph; however, material weaknesses in financial reporting personnel, internal controls, and IT controls persist from the prior 10-K. Marcum Asia provided a letter to the SEC concurring with the company's disclosures.

• ·Material weaknesses include: (i) insufficient U.S. GAAP and SEC reporting expertise, (ii) lack of formal internal control policies and risk assessment, (iii) inadequate IT controls in logical access, change management, operations, service organization, and cybersecurity.
• ·Company is an emerging growth company; common stock ($0.01 par value) trades as FLYE on Nasdaq.

12-03-2026

Littelfuse, Inc. (LFUS) filed a DEFA14A Definitive Additional Proxy Materials on March 12, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing indicates no fee was required and was submitted by the registrant. No substantive proxy details, financial metrics, or shareholder proposals are included in the provided header.

• ·Filing categorized as Definitive Additional Materials under Schedule 14A.

12-03-2026

On March 9, 2026, FedEx Corporation's Board of Directors approved amendments to its FY25–FY27 and FY26–FY28 long-term incentive plans (LTI Plans) to address the impact of the planned FedEx Freight spin-off on June 1, 2026, and the shift in fiscal year end from May 31 to December 31 effective the same date. The amendments measure actual performance through FY26 and assume 100% target performance for remaining periods, resulting in weighted payouts of 67% actual/33% target for FY25–FY27 and 33% actual/67% target for FY26–FY28. These changes apply to named executive officers (NEOs) and other employees remaining with the company post-spin-off, with no alterations to underlying performance metrics.

• ·Amendments approved by Compensation and Human Resources Committee recommendation
• ·Payouts for FY25–FY27 after May 31, 2027; for FY26–FY28 after May 31, 2028
• ·Details on LTI Plans in 2025 Proxy Statement filed August 18, 2025, pages 55-60

12-03-2026

Lifetime Brands, Inc. reported net sales of $647.9M for the year ended December 31, 2025, down 5.1% YoY from $683.0M in 2024, with gross margin declining to 37.1% from 38.2% due to higher cost of sales (62.9% vs 61.8%). The company recorded an operating loss of $9.4M versus a $27.1M profit in 2024, driven by a $33.2M goodwill impairment and higher SG&A expenses, resulting in a net loss of $27.0M compared to $15.2M prior year; however, adjusted EBITDA was $50.8M (down 8.3% YoY) and interest expense improved slightly to $20.0M from $22.2M.

• ·Total assets declined to $572.6M from $634.3M as of Dec 31, 2025 vs 2024.
• ·Inventory decreased to $194.0M from $202.4M as of Dec 31, 2025 vs 2024.
• ·Revolving credit facility increased to $54.1M from $42.7M as of Dec 31, 2025 vs 2024.
• ·Basic and diluted loss per share was $1.24 in 2025 vs $0.71 in 2024.
• ·Net sales for 2023 were $686.7M.

12-03-2026

Digimarc Corporation entered into an Agreement and Plan of Reorganization dated March 12, 2026, with Deschutes Parent, Inc. (Holdings) and Deschutes Merger Sub, Inc. (Merger Sub) to restructure into a holding company via a merger followed by conversion of the Company to an Oregon LLC wholly owned by Holdings, with shareholders exchanging shares on a 1:1 basis. Post-reorganization, Holdings will rename to Digimarc Corporation and assume the Company's 2008 and 2018 Incentive Plans. The transaction requires shareholder approval at the annual meeting and has no immediate financial impacts disclosed.

• ·Merger effective upon filing Articles of Merger with Oregon Secretary of State; Conversion effective 12:01 A.M. PT the following day.
• ·Each share of Merger Sub Common Stock converts to one share of Company Common Stock, making Holdings sole shareholder pre-Conversion.
• ·Holdings authorized capital matches Company: 50M common shares and 2.5M preferred shares at $0.001 par value.

12-03-2026

First Northwest Bancorp reported total loans receivable of $1.63B as of December 31, 2025, with a weighted average rate of 5.77%; however, net loan activity was negative $70M in 2025 versus positive $31M in 2024, reflecting lower originations ($213M, -8% YoY) and purchases ($78M, -12% YoY) alongside higher repayments. Nonperforming assets improved to $24M from $30.5M YoY (-21%), while total borrowings at period-end declined to $308M from $336M (-8%). Securities available-for-sale showed a fair value of $270M against amortized cost of $296M, indicating unrealized losses.

• ·Fixed-rate loan originations remained flat at $42M in 2025 vs $41M in 2024.
• ·Adjustable-rate loan originations declined to $171M from $191M YoY.
• ·Partnerships with Woodside for auto loans ($62M purchased in 2025) and Triad Financial Services for manufactured homes ($12M purchased in 2025).
• ·Nonperforming assets decrease primarily due to Water Station loans settlement.

12-03-2026

Paycom Payroll, LLC, a subsidiary of Paycom Software, Inc., entered into an Increasing Lender Supplement dated March 12, 2026, to its Credit Agreement originally dated July 29, 2022, administered by JPMorgan Chase Bank, N.A. Several lenders, including JPMorgan Chase Bank, N.A., BMO Bank N.A., PNC Bank, National Association, U.S. Bank National Association, Wells Fargo Bank, National Association, Bank of America, N.A., and Truist Bank, agreed to increase their Revolving Commitments, with total commitments updated per Schedules A and B (amounts not specified in filing). The Borrower confirmed no Default or Event of Default exists, enhancing liquidity access without noted drawbacks.

• ·Credit Agreement originally dated July 29, 2022
• ·Supplement governed by laws of the State of New York

12-03-2026

Stoneridge reported FY2025 sales of $861.3M and adjusted EBITDA of $25.0M (2.9% margin), outperforming end-markets by 150 bps driven by MirrorEye growth of 69% to $111M, material cost improvements of 80 bps, and $6.6M reduction in quality costs. However, Electronics sales declined 7.3% YoY to $551.4M, Control Devices sales fell 6.2% to $277.9M, and the company posted a net loss of $102.8M due to $21.6M asset impairment and $44.5M tax valuation allowances. Guidance includes 2026 revenue of $625-650M (4.2% growth ex-Control Devices) and EBITDA of $20-25M, with 2027 targets of $715M revenue and $44M EBITDA, alongside a CEO transition to Natalia Noblet effective April 1, 2026.

• ·Cash and equivalents $66.3M, total debt $180.9M, net debt $114.7M as of Dec 31, 2025.
• ·Adjusted net debt $137.7M, TTM adjusted EBITDA $39.8M, leverage ratio 3.46x (covenant max 3.75x).
• ·Credit facility maturity extended to July 1, 2027.
• ·2030 targets: revenue $850M-$1B, EBITDA $80-120M (9.5%-12.0% margin).
• ·Q4 adjusted EBITDA $3.4M (1.7% of sales); FY adjusted EBITDA margin 2.9%.

12-03-2026

Braemar Hotels & Resorts Inc. reported portfolio-wide weighted average occupancy of 67.37%, ADR of $410.00, and RevPAR of $276.21 for the year ended December 31, 2025, with total hotel net income of -$13.0M and hotel EBITDA of $164.2M across 3,028 rooms. While properties like Pier House Resort & Spa achieved 3.2% YoY revenue growth to $30.8M and net margin expansion to 40.4%, and Bardessono Hotel saw 4.9% revenue increase, others declined including The Ritz-Carlton St. Thomas with 8.7% YoY revenue drop to $67.9M and 19% EBITDA decline, Park Hyatt Beaver Creek with 5.0% revenue decline, and Sofitel Chicago Magnificent Mile posting a sharp net income swing to -$28.7M from $1.2M. Overall performance was mixed with flat to declining revenues at several major properties and persistent net losses at multiple hotels.

• ·Four Seasons Resort Scottsdale Hotel EBITDA $28.0M; ADR $867.26; RevPAR $522.22
• ·The Ritz-Carlton Sarasota Hotel EBITDA $25.1M
• ·Cameo Beverly Hills Hotel EBITDA -$4.0M and net income -$8.4M
• ·Portfolio includes properties in AZ, FL, U.S. Virgin Islands, Puerto Rico, DC, CO, PA, IL, CA

12-03-2026

Deutsche Bank's 2025 total net revenues remained flat at €31.4B compared to €31.5B in 2024, with net interest income up 3% to €15.7B but noninterest income down 4% and trading gains (FVTPL) declining 19% to €4.6B. Profit attributable to shareholders rose 58% YoY to €5.8B, boosted by a 10% drop in noninterest expenses to €20.7B (driven by 21% lower general and administrative costs) and 7% reduced provisions for credit losses. The bank proposes a dividend of €1.00 ($1.17) per share for 2025, with a 33% payout ratio.

• ·Proposed dividend €1.00 ($1.17) per share for 2025 (up from €0.68 in 2024), 33% payout ratio on basic EPS.
• ·2024 net interest income declined 6% YoY from 2023.
• ·Equity Plan Rules and Restricted Share Plan Rules listed for 2021-2026 as exhibits.

12-03-2026

NewMarket Corporation (NEU) has filed Definitive Additional Proxy Materials (DEFA14A) for its Annual Meeting of Shareholders on April 23, 2026, at 10:00 A.M. EDT at The Foundry Building in Richmond, VA. Shareholders will vote on electing seven director nominees recommended by the Board, ratifying PricewaterhouseCoopers LLP as the independent auditor for the fiscal year ending December 31, 2026, and providing advisory approval of named executive officer compensation. Proxy materials are available online at www.envisionreports.com/NEU, with paper copy requests due by April 13, 2026, and electronic votes required by 1:00 A.M. EDT on April 23, 2026.

• ·Proxy materials request deadline: April 13, 2026
• ·Electronic voting deadline: 1:00 A.M. EDT on April 23, 2026
• ·Meeting location: The Foundry Building, 500 Tredegar St., Richmond, VA 23219

12-03-2026

CITIZENS FINANCIAL SERVICES INC (CZFS) reported net interest income of $99.1M (tax-equivalent basis) for 2025, up 13.3% from $87.4M in 2024, supported by a 3.2% increase in total interest income to $159.2M and a 9.9% decline in interest expense to $61.2M. Total assets grew 1.2% to $3.04B, with average loans up 0.9% to $2.31B driven by commercial loan growth. However, average construction loans fell 25.6% to $135.9M due to project completions, reducing related interest income by $3.9M, while residential mortgage loans declined modestly.

• ·Average yield on construction loans decreased from 7.45% in 2024 to 7.17% in 2025.
• ·Commercial loan growth primarily from completed construction projects converting to permanent financing.
• ·Net interest margin (TE) improved to 3.50% in 2025 from 3.13% in 2024.

12-03-2026

ProFrac Holding Corp. reported full year 2025 revenue of $1.94B, down 11% YoY from $2.19B, with Adjusted EBITDA declining 38% to $310M (16% margin vs 23% prior) and net loss widening to $356M from $208M. However, Q4 2025 showed sequential QoQ gains, with revenue up 8% to $437M from $403M and Adjusted EBITDA surging 49% to $61M from $41M. The company anticipates softer Q1 2026 due to weather disruptions impacting Adjusted EBITDA by $8M-$12M but targets $100M annualized savings by end-Q2 2026 and 2026 capex of $155M-$185M.

• ·Stimulation Services: FY2025 revenue $1.68B, Adjusted EBITDA $209M (12.4% margin); Q4 revenue $384M, Adjusted EBITDA $33M (8.6% margin)
• ·Proppant Production: FY2025 revenue $336M, Adjusted EBITDA $57M (17.0% margin); Q4 revenue $115M, Adjusted EBITDA $16M (13.9% margin)
• ·Manufacturing: FY2025 revenue $212M (wait, $212M), Adjusted EBITDA $19M (9.0% margin); Q4 revenue $43M, Adjusted EBITDA $4M (9.3% margin)
• ·Flotek: FY2025 revenue $244M, Adjusted EBITDA $38M (15.6% margin); Q4 revenue $70M, Adjusted EBITDA $10M (14.3% margin)
• ·Other Business Activities: FY2025 revenue $17.3M, Adjusted EBITDA -$0.2M (-1.2% margin)
• ·Total principal debt $1.05B as of Dec 31, 2025; cash $23M (of which $6M Flotek-related)
• ·2026 capex guidance $155M-$185M (ex-Flotek: $145M-$175M)