Executive Summary
Across the 50 filings in the USA S&P 500 Consumer Staples intelligence stream (with diverse cross-sector exposure including select staples like Hain Celestial), proxy season dominates with 20+ DEF 14A/DEFA14A filings signaling governance focus ahead of clustered May-June 2026 annual meetings. Period-over-period trends reveal robust revenue growth in 6/12 financial reporters (avg +37% YoY: Polestar +50.3%, Casella +18%, Yelp record $1.46B, Dream Homes x2), but mixed profitability (5/12 saw net income/losses worsen: Casella -41.9%, Polestar net loss +15%, Stellar -10.6%). Capital raises/M&A active (e.g., PMGC $40M facility, Liftoff IPO, Brookfield $1B notes), with positive sentiment in 12% of filings tied to growth/strategic pivots. No widespread insider trading reported, but executive retention (Hain $5M bonuses) and board changes (Rockwell addition, Faraday resignations) indicate transition themes. Forward-looking catalysts include 15+ meetings and Diamond Hill merger close April 22; staples exposure limited but Hain's retention amid strategic review flags M&A potential. Overall, revenue resilience amid cost pressures suggests selective buying opportunities in outperformers.
Tracking the trend? Catch up on the prior S&P 500 Consumer Staples Sector SEC Filings digest from April 10, 2026.
Investment Signals(12)
- Casella Waste Systems↓(BULLISH)▲
Revenues +18.0% YoY to implied higher base ($279.6M increase), Adjusted EBITDA +17.3% ($62.2M), Adjusted FCF +13.6% ($21.6M), TSR 58.1% outperforming Russell 2000 (134.4%) and peers
- Yelp Inc↓(BULLISH)▲
Record $1.46B net revenue, $146M net income, adjusted EBITDA $369M, diluted EPS +19% YoY to $2.24 driven by Services growth and AI innovations
- Polestar Automotive↓(BULLISH)▲
FY2025 revenue +50.3% YoY to $3.06B, vehicle sales implied growth, retail sales +34% to 60,119 units, sales points +50% to 211 ex-China
- Wells Fargo↓(BULLISH)▲
Total equity +1.1% to $183B, ROTCE +1.17pp to 14.61%, ROE +0.98pp to 12.35%, TBVPS +9.2% to $45.02, shares outstanding -6%
- Dream Homes & Development↓(BULLISH)▲
Revenue more than doubled YoY to $10.07M from $4.97M on construction contracts
- Relmada Therapeutics↓(BULLISH)▲
Transformational 2025 recovery with stock +1900% from $0.24 to $4.83, market cap to $353M, cash +>10x to $100M via financing, new assets NDV-01/Sepranolone
- PMGC Holdings↓(BULLISH)▲
$40M equity facility ($10M initial) to fund M&A after 4 acquisitions in 12 months, targeting AI/data center tailwinds
- Diamond Hill Investment↓(BULLISH)▲
78%+ client consent for merger, all conditions met except closing, strong 2025 performance +22.71% total return
- Oncor Electric↓(BULLISH)▲
PUC-approved revenue +8.7% ($560M to $6.97B), equity ratio improved to 43.5%, ROE +0.05pp to 9.75%
- Rockwell Automation↓(BULLISH)▲
New board addition David Zapico (AMETEK CEO) with expertise in margin expansion/acquisitions
- Liftoff Mobile↓(BULLISH)▲
Demand side customers +21% YoY to 881, SDK apps +29% to 163k, 1.4B daily active users Q4 2025 pre-IPO
- Celanese Corp↓(BULLISH)▲
Annual meeting overwhelming approvals (directors 92-99% For, comp 91% For, auditors 97% For), 88.53% quorum
Risk Flags(9)
- Technology & Telecommunication Acquisition↓[HIGH RISK]▼
Net loss $148k vs prior income $68k YoY, interest income -99% to $1.3k, cash -99% to $85, shareholders' deficit +11.5% to -$10.6M
- Stellar Bancorp↓[HIGH RISK]▼
Net income -10.6% YoY to $102.9M, pre-tax pre-provision income -2.9% to $137.9M, ROTCE -2.41pp to 11.48%, TSR $133.67 vs peers $147.34
- Casella Waste Systems↓[MEDIUM RISK]▼
Net income -41.9% ($5.7M decline) YoY due to higher D&A from acquisitions, Adjusted Op Income +3.0% lagging revenue/EBITDA
- Polestar Automotive↓[HIGH RISK]▼
Gross loss widened 23.7% YoY to -$1.08B, op loss +10.8% to -$2.01B, net loss +15.0% to -$2.36B, impairments +68.8% to $1.05B, NA revenue -21.6%
- Dream Homes & Development↓[HIGH RISK]▼
Gross profit -7% YoY to $2.1M, op income -26% to $1.1M, total assets -37% to $7.2M, equity -41% to $1.7M post-$1.9M distributions
- Bank of New York Mellon↓[MEDIUM RISK]▼
Say-on-pay narrowly passed 55.56% For vs 44.44% Against, some directors faced 10%+ opposition (e.g., Echevarria 9.5% Against)
- Mobia Medical (IPO)[HIGH RISK]▼
Significant SOX 404 risks post-IPO, immediate dilution for new investors, no dividends, anti-takeover provisions
- Faraday Future↓[MEDIUM RISK]▼
3 director resignations April 14-16 (Aydt, Sheng, Mok), new appointments from FF Top Holding, no disagreements but signals instability
- XCel Brands↓[MEDIUM RISK]▼
7th loan amendment adds conversion rights at $1.35/share, new $3M notes, revised repayments to 2027 amid outgoing lenders
Opportunities(10)
- Diamond Hill / Merger Close↓(OPPORTUNITY)◆
All conditions satisfied for First Eagle merger, regulatory approvals in, close April 22, 2026; client consent >78%
- Relmada Therapeutics / Pipeline Catalysts↓(OPPORTUNITY)◆
NDV-01 Phase II POC (potential pivotal trials), Sepranolone Phase II mid-2026 for Prader-Willi; post-recovery cash $100M
- Liftoff Mobile / IPO↓(OPPORTUNITY)◆
Pre-IPO customer +21% YoY, apps +29%, Blackstone control potential 'controlled company' flexibility
- PMGC Holdings / M&A Expansion↓(OPPORTUNITY)◆
$40M facility over 24 months post-4 acquisitions, targeting aerospace/defense/AI infrastructure
- Hain Celestial / Strategic Review↓(OPPORTUNITY)◆
$5M retention plan vesting Dec 31, 2026 or milestones, amid May 2025-initiated review (M&A potential)
- Wells Fargo / Capital Strength↓(OPPORTUNITY)◆
TBVPS +9.2% YoY to $45.02, ROTCE 14.61% outperforming prior, shares -6% supporting per-share growth
- Oncor Electric / Rate Hike↓(OPPORTUNITY)◆
+$560M revenue (8.7%), improved cap structure/ROE, $200M self-insurance accrual, positive earnings/cash flow impact
- Gabelli Dividend & Income / Distributions↓(OPPORTUNITY)◆
+7% to $1.80/share in 2026 (27% in 2025), 22+ years uninterrupted, discount narrowed to 10%
- Yelp / AI Growth↓(OPPORTUNITY)◆
AI tools (Yelp Assistant/Host) driving Services expansion amid flat headcount, EPS +19%
- Casella Waste / TSR Outperformance↓(OPPORTUNITY)◆
58.1% TSR (2020-2025) vs Russell 134.4%, revenue/EBITDA growth despite net income dip
Sector Themes(6)
- Proxy Season Surge◆
25/50 filings (50%) are DEF 14A/DEFA14A for May-June 2026 meetings (e.g., Neumora May 27, Casella June 4), focus on directors/say-on-pay/auditors; high approval rates (e.g., Celanese 91-99%) signal stable governance but watch narrow votes like BNY 55.6% [Governance Stability Theme]
- Revenue Growth vs Profit Pressure◆
6/12 with P-o-P data showed +37% avg YoY revenue (Polestar +50%, Dream x2, Casella +18%), but 5/12 net income down (avg -20%: Casella -42%, Stellar -11%); staples-like Hain retention hints cost controls amid reviews [Mixed Fundamentals]
- M&A/Capital Infusion Active◆
8 filings with deals/raises (PMGC $40M, Brookfield $1B notes, Liftoff IPO, Israel BCA extension); supports scaling amid tailwinds like AI (Liftoff +29% apps, PMGC data centers) [Expansion via Capital]
- Board Transitions Common◆
7 filings with changes (Rockwell addition, Faraday 3 resign/3 appoint, Energy Fuels 2 not re-electing); no disagreements noted, but Faraday signals potential insider concern [Leadership Shifts]
- No Insider Trading Patterns◆
Zero explicit buys/sells across filings; comp tables (Stellar CEO +9% to $2.9M) and retention (Hain $5M) imply management alignment without conviction signals [Neutral Conviction]
- Catalyst Clustering May-June◆
15+ annual meetings (e.g., Pixelworks May 20, Yelp June 5), plus Diamond Hill close April 22, Relmada POC mid-2026; time-sensitive votes on equity plans (Relmada +3M shares, Pixelworks +300k) [Event-Driven Volatility]
Watch List(8)
Final steps for First Eagle merger, all approvals in; monitor April 22, 2026 close for integration impacts [April 22, 2026]
Vote on +3M equity shares, +50M authorized common; pipeline POC mid-2026 [May 27, 2026]
Say-on-pay post-96% 2025 support, director elections; FY2026 auditor ratification [June 4, 2026]
3 Class III directors, say-on-pay frequency (1-year rec), auditor ratify [May 27, 2026]
9 directors incl. Logan Green, ESPP amendment, comp vote amid record FY2025 [June 5, 2026]
+300k shares to incentive plan post-1:12 reverse split June 2025 [May 20, 2026]
$5M bonuses vest Dec 31, 2026 or milestones during strategic review [Dec 31, 2026]
4th amendment extends to May 15, 2026; watch for close or unwind [May 15, 2026]
Filing Analyses(50)
17-04-2026
Energy Fuels Inc. filed its DEF 14A Proxy Statement on April 17, 2026, for the virtual Annual Meeting of Shareholders on June 24, 2026, to elect directors, appoint auditors, approve executive compensation on an advisory basis (Say-on-Pay), and vote on the frequency of future Say-on-Pay votes. Chair Bruce D. Hansen's letter highlights 2025 financial and structural growth, strategic priorities including people strategy, projects/permits, finance/offtake, and organizational structure, alongside the leadership transition with Mark Chalmers' retirement on April 15, 2026, and Ross Bhappu's appointment as President and CEO. The company emphasizes its mission to produce critical materials for clean energy responsibly, with no reported declines or flat metrics.
- ·Annual Meeting via live audio webcast at https://edge.media-server.com/mmc/p/44hq3gvr using password 'ef2026' on June 24, 2026 at 10:00 am MDT
- ·Ross Bhappu served as President since August 2025
- ·XBRL tags reference Principal Executive Officer (PEO) and Named Executive Officers (NEOs) compensation elements including pension service costs, aggregate changes in accumulated benefits, and fair value of stock awards for years 2021-2025, but no specific values provided
17-04-2026
DeFi Development Corp. (DFDVW) filed an S-3 shelf registration statement on April 17, 2026, to enable future offerings of securities, with net proceeds earmarked for working capital, acquiring SOL as part of its treasury strategy, and strategic initiatives amid heavy emphasis on risks like SOL price volatility, regulatory changes, and custodian credit risks. As of March 31, 2026, the company had 29,497,394 shares of common stock outstanding held by 2,495 record holders and 10,000 shares of Series A preferred stock outstanding, all held by executives. The filing cautions that historical performance is not indicative of future results and highlights potential adverse impacts from weak crypto conditions, competition, and network risks specific to Solana.
- ·Authorized to issue up to 100,000 shares of Series A Preferred Stock with stated value of $0.00001 per share; each share entitled to 10,000 votes.
- ·Common and preferred stock have par value of $0.00001 per share.
- ·Subject to Section 203 of Delaware General Corporation Law anti-takeover provisions.
- ·Series A Certificate of Designation filed January 3, 2022.
17-04-2026
On April 14, 2026, The Bank of New York Mellon Corporation (BNY) held its Annual Meeting of Stockholders, where all 11 director nominees, including Charles F. Lowrey, were elected by majority votes cast, advisory approval of 2025 named executive officer compensation passed narrowly at 55.56% For versus 44.44% Against, and ratification of KPMG LLP as auditors for 2026 passed overwhelmingly at 98.11% For. The Board appointed Charles F. Lowrey to its Risk Committee and Corporate Governance, Nominating and Social Responsibility Committee effective immediately, amending prior disclosure of his election on December 9, 2025 (effective February 15, 2026).
- ·Annual Meeting held April 14, 2026; proxy statement dated March 5, 2026.
- ·Charles F. Lowrey elected to Board December 9, 2025, effective February 15, 2026.
- ·Director election votes (For/Against/Abstain/Broker Non-Votes): Linda Z. Cook (557,476,289 / 14,040,474 / 1,029,945 / 50,748,197); Joseph J. Echevarria (517,158,037 / 54,616,170 / 772,501 / 50,748,197); M. Amy Gilliland (550,786,227 / 21,016,295 / 744,186 / 50,748,197); Jeffrey A. Goldstein (543,701,685 / 28,115,071 / 729,952 / 50,748,197); K. Guru Gowrappan (550,466,083 / 21,226,082 / 854,543 / 50,748,197); Charles F. Lowrey (569,765,552 / 2,037,150 / 744,006 / 50,748,197); Sandra E. O’Connor (568,067,727 / 3,771,362 / 707,619 / 50,748,197); Elizabeth E. Robinson (530,536,402 / 40,955,989 / 1,054,317 / 50,748,197); Rakefet Russak-Aminoach (567,593,596 / 4,054,694 / 898,418 / 50,748,197); Robin Vince (542,214,387 / 29,502,854 / 829,467 / 50,748,197); Alfred W. Zollar (567,676,532 / 4,060,517 / 809,659 / 50,748,197).
- ·Compensation vote raw: For 317,099,734; Against 253,650,298; Abstain 1,796,676.
- ·KPMG ratification raw: For 610,876,407; Against 11,747,746; Abstain 670,752.
17-04-2026
For the three months ended February 28, 2026, Technology & Telecommunication Acquisition Corp reported a net loss of $148,317, compared to net income of $67,961 in the prior-year period, driven by sharply lower interest income of $1,268 versus $251,054. Formation and operating costs declined 18% to $149,585 from $183,093, resulting in reduced net cash used in operating activities of $70,602 versus $90,676. Shareholders' deficit widened to $10,640,252 from $9,542,248 year-over-year, with cash at period-end dropping to $85 from $16,672.
- ·Weighted average Class A ordinary shares decreased to 3,418,412 from 5,111,805 YoY, reflecting prior redemptions.
- ·Cash withdrawn from trust in connection to redemption: $1,381 in 2026 vs. $24,739,496 in 2025.
17-04-2026
Rockwell Automation, Inc. (NYSE: ROK) elected David A. Zapico, Chairman and CEO of AMETEK, Inc., to its Board of Directors effective April 16, 2026. Zapico brings deep industrial market expertise and a track record of profitable growth through margin expansion, acquisitions, and capital deployment during his 36 years at AMETEK. The company, headquartered in Milwaukee, WI, employs approximately 26,000 people across more than 100 countries as of fiscal year-end 2025.
- ·Zapico's prior roles at AMETEK: Executive Vice President and Chief Operating Officer; President, Electronic Instruments; Division Vice President of Process Instruments; Vice President and General Manager of Aerospace and Power Instruments Division.
- ·Zapico holds a Bachelor of Science in Electrical Engineering from Case Western Reserve University and an MBA from Carnegie Mellon University.
- ·Investor Relations contact: Aijana Zellner, +1 440-289-8439, azellner@rockwellautomation.com.
- ·Media contact: Ed Moreland, +1 571-296-0391, edward.moreland@rockwellautomation.com.
17-04-2026
Pebblebrook Hotel Trust filed Definitive Additional Materials (DEFA14A) on April 17, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. This is a proxy statement filing with no fee required. No financial metrics, performance data, or other quantitative details are provided in the document.
17-04-2026
PMGC Holdings Inc. (Nasdaq: ELAB) announced entry into a $40 million equity purchase facility agreement with an institutional investor, providing approximately $10 million at initial closing and flexible draws over a 24-month period to fund its M&A strategy in aerospace, defense, and industrial manufacturing. The company has completed four acquisitions in the past twelve months, building a portfolio of ITAR-registered, AS9100D-certified precision CNC machining businesses and a specialty IT hardware packaging company. This facility supports scaling a vertically integrated precision manufacturing platform amid strong demand tailwinds.
- ·Closing anticipated on April 17, 2026
- ·Target end markets include data center and AI infrastructure
- ·Opportunistic pursuits outside aerospace and defense for cash flow positive businesses
- ·Full definitive agreements to be filed on Form 8-K
17-04-2026
Pebblebrook Hotel Trust's DEF 14A proxy statement for the 2026 Annual Meeting on May 29, 2026, seeks shareholder approval for electing trustees, ratifying KPMG LLP as independent auditors for the year ending December 31, 2026, an advisory vote on named executive officer compensation, and an amendment to the declaration of trust permitting removal of trustees without cause. The company, a REIT owning 44 hotels and resorts with approximately 11,000 guest rooms in key U.S. urban and resort markets as of March 25, 2026, has set a record date of March 17, 2026. No financial performance metrics or period-over-period comparisons are detailed in the provided filing content.
- ·Annual Meeting location: Hunton Andrews Kurth LLP, 2200 Pennsylvania Avenue, NW, Suite 900, Washington, DC 20037
- ·Voting methods: www.proxyvote.com, 1-800-690-6903, or mail proxy card
17-04-2026
PMG Wealth Management, Inc. filed a Form 13F-HR on April 17, 2026, disclosing 59 equity positions held solely with full voting power as of March 31, 2026, with a total market value of $138,657,354. Holdings are diversified across ETFs (e.g., First Trust, iShares, AB Active ETFs) and common stocks including Apple Inc., Microsoft Corp., and NVIDIA Corporation. No changes in ownership or voting power were reported.
- ·All 59 positions held with sole voting power (SH SOLE); no shared voting authority reported.
- ·Filer CIK: 0002052904; SEC file number: 028-24719.
- ·Business address: 60 Landover Pkwy, Ste. D, Hawthorn Woods, IL 60047.
17-04-2026
Stellar Bancorp, Inc. reported net income of $102.87 million for 2025, down 10.6% from $115.00 million in 2024, with pre-tax pre-provision income declining 2.9% to $137.94 million and return on average tangible equity falling to 11.48% from 13.89%. However, tangible book value per share improved 13.4% to $21.62. The filing highlights robust executive compensation governance, including variable pay tied to diverse metrics, stock ownership guidelines, and a clawback policy, alongside disclosure of a merger agreement with Prosperity Bancshares, Inc. dated January 27, 2026.
- ·Total shareholder return for value of $100 investment reached $133.67 in 2025, underperforming peer group at $147.34.
- ·CEO summary compensation table total $2,928,686 in 2025, up from $2,678,922 in 2024; compensation actually paid $4,536,205.
- ·Highest executive perquisites total $92,898 for Robert R. Franklin, Jr. in 2025, including $60,069 dividends on restricted stock.
17-04-2026
Neumora Therapeutics, Inc. (NMRA) filed a DEFA14A definitive additional proxy statement for its 2026 Annual Meeting of Stockholders on May 27, 2026, at 4:00 PM EDT. Key proposals include electing three Class III directors (Paul Berns, Matthew Fust, David Piacquad) to serve until the 2029 annual meeting, ratifying Ernst & Young LLP as the independent auditor for the year ending December 31, 2026, an advisory vote on named executive officer compensation, and an advisory vote on the frequency of future such votes. The Board recommends voting 'For' the director elections, auditor ratification, and compensation approval.
- ·Vote deadline: May 26, 2026, 11:59 PM ET
- ·Request proxy materials by May 13, 2026 via www.proxyvote.com, 1-800-579-1369, or sendmaterial@proxyvote.com
- ·Virtual meeting attendance; check materials for special requirements
17-04-2026
Brookfield Asset Management Ltd. (BAM) completed an offering of US$550,000,000 aggregate principal amount of 4.832% senior notes due April 15, 2031, and US$450,000,000 aggregate principal amount of 5.298% senior notes due January 15, 2036, for a total of US$1,000,000,000 in new senior notes. The 2036 Notes supplement an existing US$400,000,000 issuance of the same series. The notes are issued under indentures with provisions for make-whole redemptions prior to specified dates, par redemptions thereafter, restrictions on liens, and a change of control repurchase offer at 101% of principal.
- ·2031 Notes interest payable semi-annually on April 15 and October 15, commencing October 15, 2026.
- ·2036 Notes interest payable semi-annually on January 15 and July 15, commencing July 15, 2026.
- ·Early redemption for 2031 Notes at make-whole price prior to March 15, 2031; at par thereafter.
- ·Early redemption for 2036 Notes at make-whole price prior to October 15, 2035; at par thereafter.
- ·Indenture restricts BAM's ability to incur liens and requires offer to repurchase Notes at 101% upon certain change of control events.
17-04-2026
MedWellAI, Inc. amended its Certificate of Designation for Series B Convertible Preferred Stock, increasing the authorized shares from 1,000,000 to 1,500,000 shares, each with a par value and stated value of $0.001. The amendment was consented to by holders of 90% of the outstanding Preferred Stock on April 13, 2026, adopted by the Board, and filed with the Nevada Secretary of State on April 16, 2026. No shares were issued prior to the original designation filed on December 21, 2015.
- ·Nevada Business Identification Number: NV20111196635
- ·Entity ID: E0163072-0011-0
- ·Amendment approved by vote of stockholders holding majority of voting power
17-04-2026
Neumora Therapeutics, Inc. (NMRA) filed its definitive DEF 14A proxy statement on April 17, 2026, for the virtual Annual Meeting of Stockholders on May 27, 2026, at 4:00 p.m. ET. Shareholders are asked to vote on electing three Class III directors to serve until the 2029 annual meeting, ratifying Ernst & Young LLP as independent auditor for the year ending December 31, 2026, approving named executive officer compensation on an advisory basis, and selecting the frequency of future advisory votes (Board recommends one year). As of the record date April 7, 2026, 182,688,076 shares of common stock were outstanding.
- ·Record date: April 7, 2026
- ·Annual Meeting registration deadline: May 26, 2026, at 11:59 p.m. ET via www.virtualshareholdermeeting.com/NMRA2026
- ·References Annual Report on Form 10-K for fiscal year ended December 31, 2025
17-04-2026
Pixelworks, Inc. (PXLW) filed a definitive proxy statement (DEF 14A) on April 17, 2026, for its 2026 Annual Meeting of Shareholders to be held telephonically on May 20, 2026, at 12:00 p.m. PDT. Key proposals include electing five directors, approving an amendment to the Amended and Restated 2006 Stock Incentive Plan to increase shares reserved for issuance by 300,000, an advisory vote on executive compensation, and ratifying Grant Thornton LLP as independent auditors for the fiscal year ending December 31, 2026. As of the record date of March 16, 2026, there were 6,361,258 shares of common stock outstanding, adjusted for a 1-for-12 reverse stock split effected on June 6, 2025; no financial performance metrics or period-over-period comparisons are detailed in the filing.
- ·Annual Meeting access: Dial 888-788-0099, conference ID 87600591283.
- ·Voting deadline for proxy by phone/Internet: 11:59 p.m. EDT on May 19, 2026.
- ·All share amounts adjusted for 1-for-12 reverse stock split on June 6, 2025.
- ·Company address: 16760 SW Upper Boones Ferry Rd, Suite 101, Portland, OR 97224.
17-04-2026
Israel Acquisitions Corp, a Cayman Islands exempted company, entered into a fourth amendment to its Business Combination Agreement (BCA) with Gadfin Ltd. and Gadfin Regev Holdings Ltd. on April 15, 2026, extending the termination date under Section 7.1(d) to May 15, 2026. This follows prior amendments dated January 26, 2025 (original BCA), July 2, 2025, December 31, 2025, and March 13, 2026. The filing, dated April 17, 2026, incorporates the Fourth BCA Amendment as Exhibit 2.5.
- ·Securities registered: Units (ISLUF), Class A ordinary shares (ISRLF), Redeemable warrants (ISLWF), all trading on OTC Markets.
- ·Company is an emerging growth company.
- ·Principal executive offices: 12600 Hill Country Blvd, Building R, Suite 275, Bee Cave, Texas 78738.
17-04-2026
Casella Waste Systems, Inc. (CWST) has filed definitive additional proxy materials (DEFA14A) for its Annual Meeting of Stockholders on June 4, 2026, held virtually at 10:00 a.m. ET. Shareholders will vote on electing four Class II directors (Michael L. Battles, Edmond R. Coletta, Joseph G. Doody, and Emily Nagle Green) to serve until the 2029 Annual Meeting, an advisory 'say-on-pay' approval for named executive officers' compensation, and ratification of RSM US LLP as independent auditors for the fiscal year ending December 31, 2026.
- ·Voting deadline: 11:59 p.m. Eastern Time on June 3, 2026
- ·Proxy materials and 2025 Annual Report available online at www.investorvote.com/CWST
- ·Requests for paper copies of proxy materials must be received by May 25, 2026
- ·Virtual meeting access: https://meetnow.global/MY7HWCF
17-04-2026
Casella Waste Systems' DEF 14A proxy statement for the June 4, 2026 virtual Annual Meeting highlights FY2025 financial performance with revenues up $279.6 million or 18.0% YoY, Adjusted EBITDA up $62.2 million or 17.3%, and Adjusted Free Cash Flow up $21.6 million or 13.6%, contributing to 58.1% total shareholder return from December 31, 2020 to December 31, 2025, outperforming the Russell 2000. However, net income declined $(5.7) million or (41.9)% due to higher depreciation and amortization from acquisitions, and Adjusted Operating Income grew only 3.0% YoY. Stockholders will vote on electing four Class II directors, advisory say-on-pay approval (following 96% support in 2025), and ratification of RSM US LLP as auditors for FY2026.
- ·2026 Annual Meeting: June 4, 2026 at 10:00 a.m. ET, virtual at https://meetnow.global/MY7HWCF; Record Date: April 8, 2026.
- ·Proxy materials Notice mailed on or about April 20, 2026.
- ·Indexed stock price (base 100 at Dec 31, 2020): CWST $158.10 (Dec 31, 2025); Russell 2000 $134.40; Peer Group $199.99.
- ·Voting items: Elect 4 Class II directors (Battles, Coletta, Doody, Green); Advisory say-on-pay; Ratify RSM US LLP auditors.
17-04-2026
Israel Acquisitions Corp entered into a fourth amendment to its Business Combination Agreement (BCA) with Gadfin Ltd. and Gadfin Regev Holdings Ltd. on April 15, 2026, extending the termination date from the prior deadline to May 15, 2026. This follows the original BCA dated January 26, 2025, and prior amendments on July 2, 2025, December 31, 2025, and March 13, 2026. No other changes to termination rights were made.
- ·Company securities trade on OTC Markets: Units (ISLUF), Class A ordinary shares (ISRLF), Redeemable warrants (ISLWF).
- ·Registrant is an emerging growth company.
- ·BCA amendments previously filed on January 27, 2025 (original), July 3, 2025 (first), March 9, 2026 (second as 8-K/A), March 17, 2026 (third).
17-04-2026
Exelixis, Inc. filed a supplement to its proxy statement dated April 15, 2026, for the 2026 Annual Meeting of Stockholders on May 26, 2026, to clarify the voting standard for Proposal No. 3 on approval of the Amended 2017 Plan. The required vote is the affirmative vote of a majority of shares present or represented by proxy at the meeting and entitled to vote, with abstentions counted as votes against and broker non-votes having no effect. No other changes are made to the original proxy statement, and prior votes remain valid unless changed.
- ·Original proxy statement filed with SEC on April 15, 2026
- ·Supplement clarifies text under 'Required Vote and Board of Directors Recommendation' on page 54 of proxy statement
17-04-2026
Morgan Stanley Direct Lending Fund (MSDL) has filed a DEFA14A proxy statement for its stockholder meeting on June 1, 2026, seeking election of David N. Miller and Kevin Shannon as directors for three-year terms and ratification of Deloitte & Touche LLP as independent auditor for the fiscal year ending December 31, 2026. The board recommends voting FOR all proposals. No financial performance metrics or changes are disclosed in this filing.
- ·Virtual stockholder meeting: June 1, 2026, 9:30 a.m. Eastern Time at www.virtualshareholdermeeting.com/MSDLF2026
- ·Proxy materials request deadline: May 18, 2026 via www.ProxyVote.com, 1-800-579-1639, or sendmaterial@proxyvote.com
- ·Filing date: April 17, 2026
17-04-2026
Morgan Stanley Direct Lending Fund issued a DEF 14A proxy statement for its virtual 2026 Annual Meeting of Stockholders on June 1, 2026 at 9:30 a.m. ET, seeking to elect two directors for three-year terms and ratify Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026. As of the record date of April 6, 2026, 85,286,212 shares of common stock were outstanding, requiring a quorum of at least one-third of issued and outstanding capital stock. Proxy solicitation expenses are estimated at $15,000 for D.F. King & Co., Inc. plus reimbursement of expenses and approximately $50,000 for Broadridge Financial Solutions Inc. plus out-of-pocket expenses.
- ·Virtual meeting website: www.virtualshareholdermeeting.com/MSDLF2026; online check-in begins 9:15 a.m. ET
- ·Principal executive offices: 1585 Broadway, 23rd Floor, New York, NY 10036
- ·Contact: msdl@morganstanley.com or 212-761-4000
- ·Proxy materials available at www.proxyvote.com
17-04-2026
Liftoff Mobile, Inc., an AI-powered mobile advertising platform, filed an S-1 registration statement on April 17, 2026, for its initial public offering of common stock to list on Nasdaq under 'LFTO', with shares offered at an expected price between $ and $ per share. Demand Side Customers grew from 728 in 2024 to 881 in 2025 (21% YoY), and apps with SDK integrations increased from 126,509 to 163,708 (29% YoY), connecting to 1.4 billion daily active users worldwide in Q4 2025. Prior to the offering, Blackstone affiliates controlled a majority of voting power, potentially qualifying the company as a 'controlled company' post-IPO.
- ·Emerging growth company status elected.
- ·Principal executive offices: 900 Middlefield Road, Redwood City, California 94063.
- ·Filing under Securities Act of 1933, Registration No. 333- (pending).
17-04-2026
Polestar Automotive Holding UK PLC reported FY2025 revenue of $3,058,109 thousand, up 50.3% YoY from $2,034,261 thousand in FY2024, driven by vehicle sales growth to 2,805,635 units and strong performance in Europe ex-Nordics (+62%) and Nordics (+66%). However, gross loss widened to $1,083,910 thousand (up 23.7% YoY), operating loss increased 10.8% to $2,009,257 thousand, and net loss rose 15.0% YoY to $2,357,231 thousand amid higher cost of sales (-42.3%), impairments (-68.8%), and North America revenue decline (-21.6%). Retail sales grew to 60,119 units (+34%), with expansion to 28 markets and 211 sales points.
- ·Sales points excluding China: 211 in FY2025 (up from 140 in FY2024)
- ·Vehicle leasing revenue declined to 12,396 in FY2025 from 17,175 in FY2024
- ·Impairment expense increased 68.8% YoY to 1,049,851 in FY2025
17-04-2026
Yelp Inc. filed a DEFA14A Definitive Additional Materials proxy statement on April 17, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing indicates no fee was required. No specific proposals, financial data, or voting matters are detailed in the provided document header.
- ·Filing Type: DEFA14A (Definitive Additional Materials)
- ·Filed by the Registrant: Yes
17-04-2026
Celanese Corporation held its 2026 Annual Meeting of Shareholders on April 16, 2026, with 99,090,064 shares voted representing 88.53% quorum out of 111,922,758 shares outstanding as of the February 23, 2026 record date. All nine director nominees were elected with strong majorities ranging from 91,835,297 to 92,975,317 votes in favor, the selection of KPMG LLP as independent auditor for 2026 was ratified with 97,496,875 votes in favor, and executive compensation was approved on an advisory basis with 91,098,487 votes in favor. While approvals were overwhelming, there was minor opposition including up to 1,766,137 votes against executive compensation and broker non-votes of 5,767,284 on director elections and compensation.
- ·Record date: February 23, 2026
- ·Director votes - Bruce E. Chinn: 92,896,915 For, 383,914 Against, 41,951 Abstain
- ·Director votes - Edward G. Galante: 91,835,297 For, 1,453,332 Against, 34,151 Abstain
- ·Director votes - Kathryn M. Hill: 92,251,703 For, 1,037,212 Against, 33,865 Abstain
- ·Director votes - Deborah J. Kissire: 91,651,726 For, 1,619,342 Against, 51,712 Abstain
- ·Director votes - Michael Koenig: 92,459,303 For, 818,543 Against, 44,934 Abstain
- ·Director votes - Christopher J. Kuehn: 92,923,971 For, 353,496 Against, 45,313 Abstain
- ·Director votes - Ganesh Moorthy: 91,621,989 For, 1,630,880 Against, 69,911 Abstain
- ·Director votes - Scott A. Richardson: 92,975,317 For, 316,320 Against, 31,143 Abstain
- ·Director votes - Kim K.W. Rucker: 92,042,488 For, 1,235,878 Against, 44,414 Abstain
- ·Auditor ratification: 97,496,875 For, 1,556,077 Against, 37,112 Abstain
- ·Executive compensation: 91,098,487 For, 1,766,137 Against, 458,156 Abstain
17-04-2026
Relmada Therapeutics, Inc. filed definitive additional proxy materials (DEFA14A) for its 2026 Annual Meeting on May 27, 2026, proposing the election of Class II directors Charles J. Casamento and Sergio Traversa for three-year terms, ratification of CBIZ CPAs P.C. as independent auditors for the fiscal year ending December 31, 2026, an amendment to increase shares available under the 2021 Equity Incentive Plan by 3.0 million, and an amendment to increase authorized common stock from 150,000,000 to 200,000,000 shares. The Board recommends voting FOR all proposals. No financial performance metrics or period-over-period comparisons are provided in the filing.
- ·Annual Meeting: May 27, 2026, 9:30 AM ET, virtually at www.virtualshareholdermeeting.com/RLMD2026
- ·Voting deadline: May 26, 2026, 11:59 PM ET
- ·Request proxy materials by May 13, 2026
- ·Fiscal year end: December 31
17-04-2026
Relmada Therapeutics reported a transformational 2025, overcoming a December 2024 clinical setback by acquiring NDV-01 (Phase II POC for non-muscle invasive bladder cancer) and Sepranolone (Phase II POC planned mid-2026 for Prader-Willi syndrome), driving stock recovery from $0.24 ($7M market cap in March 2025) to $4.83 ($353M market cap in December 2025) and cash from <$10M to $100M via November financing. The 2026 Annual Meeting on May 27 seeks to elect directors Charles J. Casamento and Sergio Traversa, ratify CBIZ CPAs P.C. as auditors, amend the 2021 Equity Incentive Plan to add 3.0 million shares, and increase authorized common stock from 150,000,000 to 200,000,000 shares.
- ·Annual Meeting: Virtual-only via www.virtualshareholdermeeting.com/RLMD2026 on May 27, 2026 at 9:30 a.m. ET; Record Date: March 30, 2026
- ·NDV-01: Early Phase II proof-of-concept data; potential for rapid pivotal trials
- ·Sepranolone: Phase II proof-of-concept study in PWS expected mid-2026
17-04-2026
Wellgistics Health, Inc. (NASDAQ: WGRX) executed a definitive joint venture agreement with Kare Rx Hub, LLC, integrating Wellgistics Hub (including EinsteinRx™ and HubRx AI™) with KareRx’s AI-driven digital hub to streamline pharmaceutical access, fulfillment, and commercialization, potentially reaching over 200,000 patient lives. The collaboration aligns clinical, operational, and commercial teams, enhancing capabilities like eligibility verification and prior authorizations across Wellgistics' 6,500+ pharmacy network and KareRx's 500 provider relationships. However, the joint venture remains subject to customary implementation steps with no assurance on the timing, extent of integration, or realization of anticipated benefits.
- ·Kare Pharmtech, LLC is controlled by Dr. Kiran Patel, who founded Medicaid provider WellCare in 1992 (sold in 2002 for $200M), and America’s 1st Choice Holdings in 2007 (sold to Anthem, Inc. in 2017).
- ·The joint venture formalizes a previously announced non-binding letter of intent.
- ·Additional details on the joint venture agreement to be provided in a forthcoming Form 8-K.
17-04-2026
Yelp delivered record $1.46B net revenue, $146M net income, and $369M adjusted EBITDA in 2025, with diluted EPS rising 19% YoY to $2.24, driven by growth in Services categories and AI innovations like Yelp Assistant and Yelp Host; however, Restaurants, Retail & Other categories faced a challenging environment, and headcount remained approximately flat YoY. The proxy seeks shareholder approval for electing nine directors including new appointee Logan Green, ratifying Deloitte & Touche LLP as auditors, advisory vote on executive compensation, and amending the 2012 ESPP, ahead of the virtual Annual Meeting on June 5, 2026.
- ·Annual Meeting: June 5, 2026 at 9:00 a.m. PT, virtual via www.virtualshareholdermeeting.com/YELP2026; record date April 7, 2026.
- ·Proxy proposals: (1) Elect 9 directors; (2) Ratify Deloitte & Touche LLP for 2026; (3) Advisory vote on NEO compensation; (4) Amend and restate 2012 ESPP.
- ·Board enhancements: Appointed Logan Green in August 2025; updated stock ownership guidelines.
17-04-2026
XCel Brands, Inc. entered into the Seventh Amendment to its Loan and Security Agreement dated April 13, 2026, which introduces optional conversion rights for Term Loan A lenders (IPX and UTG) to convert outstanding principal and interest into common stock at $1.35 per share until Term Loan A repayment, with anti-dilution adjustments. The amendment permits issuance of new Senior Secured Notes totaling $3,005,780.35 due April 13, 2027 under a Securities Purchase Agreement with Quick Capital, LLC, IPX Capital, and Smithline Family Trust II, secured by liens on company assets including Halston IP. Additional changes include revised repayment schedules (Term Loan A due September 20, 2027), updated lien restrictions allowing Smithline liens, and modified payment waterfall prioritizing outgoing lenders (First Eagle funds).
- ·Conversion Termination Date: date Term Loan A is paid in full
- ·Term Loan A repayment date: September 20, 2027
- ·Outgoing Lenders: First Eagle Credit Opportunities Fund, First Eagle PEI Fund (Blocker) LLC, First Eagle Private Credit Fund
- ·Conversion Price: $1.35 per share, subject to adjustment for dividends, splits, distributions
- ·Reporting requirement: Quarterly Royalty Collections Report commencing Fiscal Quarter ending March 31, 2028
17-04-2026
Diamond Hill Investment Group, Inc. has secured consent from more than 78% of its clients (based on revenue run-rate) following shareholder meetings of the Diamond Hill Funds and Diamond Hill Securitized Credit Fund approving new investment management agreements. All conditions for the merger with First Eagle Investment Management, LLC have been satisfied except those at closing, with regulatory approvals already received and shareholder approval on March 3, 2026. The parties intend to close the merger on April 22, 2026.
- ·Merger Agreement entered into on December 10, 2025
17-04-2026
Benchmark Electronics, Inc. (BHE) filed Definitive Additional Proxy Materials (DEFA14A) on April 17, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing indicates no fee was required. No specific financial metrics, voting items, or other substantive details are provided in the available content.
- ·Filing Type: DEFA14A (Definitive Additional Materials)
- ·Filed by the Registrant
- ·No fee required
17-04-2026
Mobia Medical, Inc. filed an S-1 registration statement with the SEC on April 17, 2026, in preparation for its initial public offering, disclosing significant risks including challenges in achieving SOX 404 internal control compliance post-IPO, which could lead to delayed financial reporting and stock price declines. Management will have broad discretion over net proceeds use without investor oversight, the company does not intend to pay dividends, and anti-takeover provisions, exclusive forum clauses, and blank-check preferred stock could discourage change of control or dilute shareholder value. New investors face immediate substantial dilution, and disclosure controls may not prevent all errors or fraud.
17-04-2026
Benchmark Electronics, Inc. (BHE) filed its DEF 14A Proxy Statement on April 17, 2026, for the 2026 Annual Meeting of Shareholders on May 28, 2026, soliciting votes for the election of director nominees, advisory approval of named executive officer compensation (Say-on-Pay), ratification of KPMG LLP as independent auditors for the year ending December 31, 2026, and approval of an amendment to the 2019 Omnibus Incentive Compensation Plan to add 1,800,000 shares. As of the record date of April 2, 2026, there were 35,877,036 common shares outstanding entitled to vote. The filing includes references to executive compensation disclosures for Jeffrey W. Benck (PEO) and Non-PEO NEOs across 2021-2025 but provides no specific performance metrics or period-over-period changes.
- ·Quorum requires holders of a majority of outstanding common shares.
- ·Proxies vote FOR all proposals if no directions given.
- ·Meeting location: 56 South Rockford Drive, Tempe, AZ 85288, at 8:00 a.m. Arizona time.
17-04-2026
CEL-SCI Corporation, a late-stage biotech company developing Multikine for head and neck cancer and LEAPS technology for rheumatoid arthritis, filed an S-1 registration on April 17, 2026, to offer up to 3,440,367 shares of common stock at an assumed $4.36 per share (last NYSE American price on April 14, 2026) on a best-efforts basis via ThinkEquity LLC, plus pre-funded warrants for the same number of shares exercisable at $0.0001. The offering has no minimum amount, allowing immediate use of proceeds despite risks of insufficient funding for business goals. No current financial performance data is provided, but the filing emphasizes high speculation and incorporation of 2025 10-K risks.
- ·Registrant classified as non-accelerated filer and smaller reporting company.
- ·Offering pursuant to Rule 415 for delayed or continuous basis.
- ·Placement agent not required to sell any specific number or amount; no escrow or minimum closing requirement.
- ·Shares traded on NYSE American under symbol CVM.
17-04-2026
Wells Fargo & Company reported total equity of $183,038 million as of December 31, 2025, up slightly from $181,066 million in 2024, with tangible common equity increasing to $139,219 million from $135,628 million. Return on average tangible common equity (ROTCE) improved to 14.61% for the year ended 2025 from 13.44% in 2024, driven by net income applicable to common stock rising to $20,285 million from $18,606 million, while return on average common stockholders’ equity (ROE) rose to 12.35% from 11.37%. Tangible book value per common share grew to $45.02 from $41.24, supported by a reduction in common shares outstanding to 3,093 million from 3,289 million.
- ·In Q3 2025, approximately $8 billion of loans and $6 billion of deposits were transferred from Commercial Banking to Consumer, Small and Business Banking, impacting YoY growth rates by +3 percentage points for Commercial Banking.
- ·Common shares outstanding decreased to 3,093 million as of Dec 31, 2025 from 3,289 million in 2024.
17-04-2026
Gabelli Dividend & Income Trust (GDV) defends its board against activist investor Saba Capital's nomination of Andre Clemot for the 2026 Annual Meeting, highlighting GDV's strong 2025 performance (+22.71% market total return, +17.89% NAV total return) and distribution increases to $1.80 per share annually (up 7% in 2026, 27% in 2025), with discount narrowing from 14.5% in 2018 to 10% in 2025. However, GDV notes Saba has reduced its stake from a peak of 6,768,149 shares (7.6%) to 5,142,854 shares (5.8%) while seeking board influence, and Saba's own funds BRW and SABA trade at discounts of 13.2% and 14.4% with -0.36% total return in 2025.
- ·GDV has delivered 22+ years of uninterrupted monthly distributions since Nov 2003.
- ·Saba's nominee declined interview with GDV Nominating Committee and lacks closed-end fund trustee experience.
- ·Saba cancelled BRW/SABA merger on March 27, 2026, citing market conditions after criticism.
- ·Independent analysis from Investec criticizes Saba's merger for higher fees and no discount mechanism.
17-04-2026
Dream Homes & Development Corp. reported revenue more than doubling YoY to $10,069,769 in 2025 from $4,972,827 in 2024, driven by construction contracts, with net income attributable to the company increasing 11% to $418,271. However, gross profit declined 7% to $2,102,171, income from operations fell 26% to $1,104,614, and total assets shrank 37% to $7,237,481 amid reductions in inventories and deposits. Total stockholders’ equity dropped 41% to $1,717,326, reflecting large distributions exceeding $1.9M.
- ·Basic and diluted EPS remained flat at $0.02 for both 2025 and 2024.
- ·Distributions in 2025 totaled $1,967,998, contributing to equity decline.
- ·Shares issued for services: 1,150,000 shares in 2025.
- ·Non-controlling interest decreased to $330,726 from $499,981.
17-04-2026
The Hain Celestial Group's Compensation Committee approved the 2026 Retention Plan effective April 17, 2026, to retain executive officers and key employees during the ongoing strategic review process initiated in May 2025, with aggregate retention bonuses capped at $5,000,000. Bonuses vest on the earlier of December 31, 2026, or certain milestone events/transactions, subject to continued employment through the vesting date. Termination without Cause prior to vesting triggers immediate full vesting upon execution of a release.
- ·Plan previously disclosed strategic review announced on May 7, 2025
- ·In event of termination without Cause prior to vesting, bonus vests fully upon release execution; other terminations result in forfeiture
17-04-2026
BioXcel Therapeutics, Inc. granted lenders warrants to purchase up to 1,353,729 shares of common stock at an exercise price of $0.01 per share pursuant to the Ninth Amendment to its Credit Agreement, entered into on March 27, 2026, with issuance on April 15, 2026. The warrants expire on the seventh anniversary of issuance and were issued under Section 4(a)(2) exemption from Securities Act registration. The company also entered into a Fourth Amended and Restated Registration Rights Agreement with the lenders, including various Oaktree entities.
- ·Warrants issued on April 15, 2026, in reliance on Section 4(a)(2) exemption; lenders represented acquisition for investment only.
- ·Ninth Amendment dated April 19, 2022, as amended.
- ·Exhibits include Form of New Warrant (4.1) and Registration Rights Agreement (4.2).
17-04-2026
On April 14-16, 2026, Faraday Future Intelligent Electric Inc. experienced resignations from three directors: Matthias Aydt (effective immediately, also intends to resign as Global Co-CEO for personal reasons), Jie (Jay) Sheng (effective immediately, may advise post-resignation), and Chui Tin Mok (effective immediately, to focus on Middle East execution and continues as executive officer). The Board appointed Jiawei (Jerry) Wang, Xiao (Lucky) Jiang, and Kevin Chen as new directors on April 16, 2026, nominated by FF Top Holding LLC, with committee assignments for Wang and Chen. No disagreements led to any resignations.
- ·Xiao (Lucky) Jiang, 36, appointed to Board; previously HR roles at Company and Faraday Future China.
- ·Jiawei (Jerry) Wang, 35, appointed to Finance and Investment Committee.
- ·Kevin Chen, 48, expected on Audit, Compensation, and Nominating and Corporate Governance Committees.
- ·Resignations from Investment and Finance, Audit, Compensation, Nominating and Corporate Governance, and Finance and Investment Committees.
17-04-2026
On April 13, 2026, Energy Fuels Inc. directors J. Birks Bovaird and Alexander G. Morrison notified the Board that they will not seek re-election at the Annual Meeting of Shareholders on June 24, 2026. The decision was not due to any disagreement with the Company's operations, policies, or practices. The Board thanked both for their service and dedication.
- ·Common shares traded as UUUU on NYSE American LLC and EFR on Toronto Stock Exchange.
- ·Principal executive offices: 225 Union Blvd., Suite 600, Lakewood, Colorado 80228.
17-04-2026
Motorsport Games Inc. convened its 2026 Annual Meeting of Stockholders on April 17, 2026, but adjourned it due to insufficient quorum with no business conducted. The meeting will reconvene on April 21, 2026, at 11:00 A.M. Eastern Time at the company's headquarters in Miramar, Florida. The record date remains February 27, 2026, proposals are unchanged, and the company continues soliciting votes via its proxy statement filed March 16, 2026.
- ·Meeting location: 3350 SW 148th Avenue, Suite 207, Miramar, Florida 33027.
- ·Securities registered: Class A common stock, $0.0001 par value per share, trading symbol MSGM on The Nasdaq Capital Market.
- ·Registrant is an emerging growth company.
- ·Proxy statement filed with SEC on March 16, 2026.
17-04-2026
Stonebridge Financial Group, LLC / MO filed its 13F-HR on April 17, 2026, reporting equity holdings as of March 31, 2026, totaling $118,609,807 across 165 positions, all held solely. Top holdings include NVIDIA Corporation ($5,454,999, 31,279 shares), Apple Inc. ($5,034,884, 19,839 shares), and Microsoft Corp. ($2,763,968, 7,467 shares), with significant allocations to ETFs like iShares TR Global 100 ETF ($6,629,037, 54,799 shares) and Vanguard Index FDS Value ETF ($3,531,054, 17,997 shares). No prior period comparisons or changes are disclosed in the filing.
- ·Filing period end date: March 31, 2026
- ·Business address: 3770 South Lindbergh Boulevard, Suite 102, St. Louis, MO 63127
- ·All holdings reported as SOLE with no shared or other voting authority
17-04-2026
Motorsport Games Inc. convened its 2026 Annual Meeting of Stockholders on April 17, 2026, but adjourned it due to insufficient quorum without conducting any business. The meeting will reconvene on April 21, 2026, at 11:00 A.M. Eastern Time at the company's headquarters in Miramar, Florida. The record date remains February 27, 2026, with no changes to proposals, and the company will continue soliciting votes.
- ·Proxy statement filed with SEC on March 16, 2026.
- ·Meeting location: 3350 SW 148th Avenue, Suite 207, Miramar, Florida 33027.
- ·Securities: Class A common stock, $0.0001 par value per share, trading as MSGM on Nasdaq Capital Market.
17-04-2026
On April 15, 2026, Faraday Future Intelligent Electric Inc. entered into a Purchase Agreement with Matthias Aydt to issue and sell one share of newly designated Series A Preferred Stock for $100. This share carries 10,000,000,000 votes exclusively on the Share Authorization Proposal (to increase authorized common stock) and Reverse Stock Split Proposal, cast proportionally to common stock votes excluding abstentions, provided quorum is met with at least one-third of common shares present. The issuance, via a filed Certificate of Designation, modifies voting dynamics by neutralizing the impact of abstentions and non-votes on these proposals.
- ·Series A Preferred Stock is non-convertible, receives no dividends, and has transfer restrictions until approval of the proposals.
- ·The share will be automatically redeemed for $100 immediately following stockholder approval of the proposals or at Board discretion.
- ·Sale was to an accredited investor, exempt under Section 4(a)(2) of the Securities Act.
17-04-2026
On April 17, 2026, the Public Utility Commission of Texas approved Oncor's comprehensive base rate review settlement, authorizing an annual revenue requirement of approximately $6.97 billion, an increase of $560 million or 8.7% over prior adjusted annualized revenues. The order improves the regulatory capital structure to 56.5% debt/43.5% equity (from 57.5%/42.5%), ROE to 9.75% (from 9.70%), and cost of debt to 4.94% (from 4.39%), while raising the self-insurance reserve accrual to $200 million annually (from $122 million). Oncor anticipates positive impacts on earnings, cash flow, and credit metrics, with a surcharge for the period from January 1, 2026, through 45 days post-order.
- ·Five-year amortization period for applicable regulatory assets and liabilities (excluding rate case expenses, year-end 2024 deferred system resiliency plan costs, and excess accumulated deferred income taxes).
- ·Surcharge permitted for difference between new rates and current rates from January 1, 2026, through effective date (45 days post-April 17, 2026 order), to be recovered during 2026 via separate filing.
17-04-2026
BEL Fuse Inc. filed Definitive Additional Proxy Materials (DEFA14A) on April 17, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing is marked as filed by the registrant with no fee required. No substantive proxy details, financial data, or voting matters are included in the provided header content.
- ·Filing categorized as Definitive Additional Materials (not Preliminary or Soliciting Material).
17-04-2026
PKO Investment Management Joint-Stock Co reported $1,188,234,418 in total portfolio value across 220 equity positions as of March 31, 2026, in its 13F-HR filing. Top holdings include iShares TR CORE S&P500 ETF (132497769 value), NVIDIA CORPORATION (56680000 value), APPLE INC (44413249 value), MICROSOFT CORP (36646829 value), and AMAZON COM INC (30407419 value), with significant allocations to technology stocks, ETFs, healthcare, and gold mining companies. No period-over-period changes are disclosed in this snapshot filing.
- ·Heavy exposure to gold miners including NEWMONT CORP (332134 shares), BARRICK MNG CORP (638302 shares), KINROSS GOLD CORP (514201 shares), and AGNICO EAGLE MINES LTD (177680 shares).
- ·Additional large tech positions: ALPHABET INC CAP STK CL A (76000 shares), META PLATFORMS INC CL A (41000 shares), NETFLIX INC (140000 shares), and BROADCOM INC (58000 shares).
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