S&P 500 Consumer Staples Sector SEC Filings — April 23, 2026

23-04-2026

This DEFM14A proxy statement outlines risks associated with the proposed mergers between CECO and Thermon Group Holdings, Inc., including closing conditions such as stockholder approvals, Nasdaq listing, and a tax opinion, with the HSR Act waiting period favorably terminated early on April 2, 2026. Key risks include potential termination fees of $105.0 million payable by CECO to Thermon or $74.7 million by Thermon to CECO, business restrictions pre-closing, market fluctuations affecting stock consideration value (fixed exchange ratios of 0.8110 or 0.6840 shares of CECO per Thermon share), and proration mechanics that may alter elected consideration forms. Additional concerns involve litigation risks, employee retention challenges, and significant transaction costs regardless of completion.

• ·Exchange ratios: 0.8110 shares of CECO common stock for stock consideration; 0.6840 shares for mixed consideration per Thermon share.
• ·HSR Act waiting period terminated early effective April 2, 2026.
• ·Tax opinion required from Sidley Austin LLP (or alternative) confirming reorganization under Section 368(a) of the Code.

23-04-2026

Walmart's DEF 14A Proxy Statement for the June 4, 2026 Annual Shareholders’ Meeting details strong Fiscal 2026 performance, including $41.6 billion in operating cash flow, profits growing faster than sales, and $15.6 billion returned to shareholders via dividends and repurchases, supported by a new $30 billion share repurchase authorization. It announces a seamless CEO transition with John Furner succeeding Doug McMillon, alongside board changes such as Shishir Mehrotra joining as a director, Tim Flynn retiring, Bob Moritz assuming Audit Committee Chair, Marissa Mayer extending her term, and Brian Niccol not seeking re-election. The Board emphasizes disciplined investments in AI, technology, and omnichannel retail to drive future growth and value.

• ·Annual Shareholders’ Meeting scheduled for June 4, 2026, at 8:30 a.m. Central Time (virtual: www.virtualshareholdermeeting.com/WMT2026)
• ·John Furner joined the Board in November 2025; Doug McMillon retires from Board at end of term in June 2026
• ·Board refreshment includes Tim Flynn retiring post-meeting and Marissa Mayer extending service to 2027 Annual Meeting

23-04-2026

SELLAS Life Sciences Group, Inc. issued a DEF 14A proxy statement dated April 23, 2026, for its 2026 Annual Meeting of Stockholders to be held virtually on June 16, 2026, at 8:30 a.m. ET. Proposals include electing two Class I directors for a three-year term, ratifying Baker Tilly US, LLP as independent auditors for the fiscal year ending December 31, 2026, approving an amendment to increase shares under the 2023 Equity Plan by 20,000,000, advisory approval of named executive officer compensation, and authorizing adjournment if needed. As of the record date April 21, 2026, 184,532,574 shares of common stock were outstanding, requiring a quorum of 92,266,288 shares.

• ·Meeting held exclusively online via live webcast at www.virtualshareholdermeeting.com/SLS2026; no physical location.
• ·Stockholders of record as of April 21, 2026 entitled to vote; one vote per share of common stock.
• ·Proxy materials and 2026 Annual Report (Form 10-K for year ended December 31, 2025) available at www.proxyvote.com.
• ·List of stockholders available for inspection 10 days prior to meeting at company headquarters and during virtual meeting.

23-04-2026

OPAL Fuels Inc. has issued a proxy statement for its 2026 Annual Meeting of Stockholders, to be held virtually on June 17, 2026, at 10:30 am ET, where shareholders will vote on the election of eight directors and the ratification of BDO USA, P.C. as independent registered public accounting firm for the fiscal year ending December 31, 2026. The record date is April 22, 2026, with 30,357,544 shares of Class A common stock (1 vote each), 121,500,000 shares of Class B common stock (1 vote each), and 22,899,037 shares of Class D common stock (5 votes each) outstanding, totaling approximately 266,352,729 votes. No financial performance metrics or period-over-period comparisons are provided in the filing.

• ·Voting methods: by mail, telephone (until June 16, 2026, 11:59 PM ET), internet (until June 16, 2026, 11:59 PM ET), or during virtual meeting.
• ·Proposal 1 (director election) requires plurality vote; Proposal 2 (auditor ratification) requires majority of voting power present.
• ·Proxy materials available at https://www.cstproxy.com/opalfuels/2026.
• ·Fiscal year reference: ended December 31, 2025; auditor for year ending December 31, 2026.

23-04-2026

Richmond Mutual Bancorporation reported Q1 2026 net income of $2.8 million ($0.28 diluted EPS), up 40% from $2.0 million ($0.20 EPS) in Q1 2025 driven by higher net interest income (up 11.6% to $11.4 million) and improved NIM to 3.10%, but down from $3.4 million ($0.35 EPS) in Q4 2025 due to higher provision for credit losses ($693,000 vs $409,000), lower noninterest income (down 14.7%), and higher noninterest expense. Assets, loans, and deposits remained flat at $1.5 billion, $1.2 billion, and $1.1 billion, respectively, while nonperforming loans ticked up to $17.6 million (1.48%). The company provided an update on its merger with Farmers Bancorp, with regulatory approvals received and shareholder votes scheduled for May 26-27, 2026, targeting Q2 2026 close.

• ·Merger exchange ratio: 3.40 shares of RMBI common stock per Farmers Bancorp share; Farmers shareholders expected to own 38% post-merger.
• ·Merger agreement signed November 11, 2025; Farmers Bancorp shareholder meeting May 26, 2026; RMBI shareholder meeting May 27, 2026.
• ·Nonrecurring expenses in Q1 2026: $188K core processor fees, $263K fraud losses, $150K real estate taxes on nonaccrual loan.
• ·Net charge-offs Q1 2026: $347K vs $369K Q4 2025 and $395K Q1 2025.
• ·Book value per share $13.80 at March 31, 2026 (down from $13.88 at Dec 31, 2025).

23-04-2026

Honeywell reported Q1 2026 sales of $9.1 billion, up 2% YoY organically, driven by pricing and new products, with orders up 7% leading to a $38.3 billion backlog; adjusted EPS increased 11% to $2.45 and segment margin expanded 90 bps to 23.3%. However, reported EPS declined 35% to $1.29 due to impairments and separation costs, operating income fell 14%, operating cash flow was negative at ($0.7) billion, and Process Automation sales dropped 6% organically amid Middle East disruptions while Industrial Automation reported sales declined 11%. The company announced the sale of Warehouse and Workflow Solutions to American Industrial Partners and reaffirmed its 2026 outlook, with Honeywell Aerospace spin-off planned for June 29, 2026.

• ·Full-year 2026 guidance maintained: Sales $38.8B - $39.8B (3-6% organic growth), Segment Margin 22.7% - 23.1% (20-60 bps expansion), Adjusted EPS $10.35 - $10.65 (6-9% growth), Free Cash Flow $5.3B - $5.6B.
• ·Investor conferences: Honeywell Aerospace on June 3, 2026 in Phoenix; Honeywell Automation on June 11, 2026 in New York City.
• ·WWS and PSS sales expected to close in H2 2026.

23-04-2026

Helix Energy Solutions Group, Inc. reported Q1 2026 revenues of $287,946 thousand, up 3% YoY from $278,064 thousand but down 14% QoQ from $334,162 thousand, alongside a net loss of $13,406 thousand versus net income of $3,072 thousand YoY and $8,270 thousand QoQ. Adjusted EBITDA declined to $32,262 thousand from $51,985 thousand YoY and $73,871 thousand QoQ, impacted by seasonal slowdowns and Thunder Hawk workover costs, though Free Cash Flow was strong at $58,975 thousand and cash reached $501,272 thousand. Segment performance was mixed, with Well Intervention revenues up 6% YoY but operating income down, Robotics up 22% YoY, while Shallow Water Abandonment and Production Facilities showed losses.

• ·Available capacity under ABL facility: $113.0 million at 3/31/2026
• ·Total liquidity: $611.7 million at 3/31/2026
• ·Net Debt: $(197,511) thousand (negative) at 3/31/2026
• ·Cash Flows from Operating Activities: $61,786 thousand Q1 2026
• ·Regulatory certifications costs: $8.9 million Q1 2026
• ·Two liftboats and three OSVs stacked as cost reduction measure

23-04-2026

Helen of Troy reported Q4 FY26 consolidated net sales of $470.0 million, down 3.3% YoY from $485.9 million, with Home & Outdoor declining 1.5% to $216.5 million and Beauty & Wellness down 4.7% to $253.5 million; full-year FY26 sales fell 6.3% to $1.786 billion from $1.908 billion. GAAP diluted loss per share was $2.41 in Q4 (vs. $2.22 earnings) and $39.08 full year (vs. $5.37), driven by $79.2 million in asset impairments, though adjusted EPS was $0.83 Q4 (down 64.4%) and $3.55 full year (down from $7.17), partially offset by strong operating cash flow of $111.3 million Q4 (vs. $35.0 million) and $171.1 million full year (vs. $113.2 million). The company initiated FY27 outlook for net sales of $1.751-$1.822 billion, adjusted EPS of $3.25-$3.75, and free cash flow of $85-$100 million.

• ·Inventory at FY26 end: $455.8 million (includes $34 million higher tariff costs) vs. $452.6 million FY25.
• ·Total debt at FY26 end: $780.8 million vs. $916.9 million FY25.
• ·Q4 FY26 gross profit margin: 44.6% vs. 48.6% (down 400 bps).
• ·Subsequent event: Completed sale of Southaven, MS distribution facility on April 14, 2026 for $82.0 million (net $78.2 million), recognizing $54.9 million gain in Q1 FY27.
• ·FY27 outlook assumes tariffs as of April 2026 remain in effect, capex $28-$32 million, net leverage ~3.2x or lower by FY27 end.

23-04-2026

Mobileye reported Q1 2026 revenue of $558 million, up 27% YoY from $438 million, with adjusted operating income rising 61% to $95 million and adjusted gross margin at 66%, prompting a 2% raise in FY2026 revenue guidance midpoint to ~$1,975 million and 8% increase in adjusted operating income midpoint. However, GAAP operating loss widened to $(3,896) million from $(117) million due to a $3,788 million non-cash goodwill impairment, and net cash outflow of $591 million occurred from the Mentee Robotics acquisition. The company also announced a $250 million share repurchase program to offset dilution.

• ·EyeQ SoC volumes ramped 28% YoY, driven by higher EyeQ demand and normalization of customer safety stock.
• ·Design wins with Mahindra for SuperVision and Surround ADAS, adding a third Surround ADAS customer.
• ·Over 100 ID.Buzz AVs powered by Mobileye Drive testing on public roads in six cities.
• ·EyeQ6 High-based SuperVision achieved targeted mean-time-between-failure goals in 2,000+ km US drive.
• ·Cash used in property and equipment purchases: $30 million in Q1 2026.
• ·FY2026 Operating Loss guidance: $(4,331)M to $(4,281)M, including $3,788M goodwill impairment.

23-04-2026

Newmont reported record Q1 2026 results including $3.1 billion free cash flow, $3.3 billion net income, and Adjusted EBITDA of $5.2 billion, driven by high gold prices of $4,900/oz and lower AISC of $1,029/oz (down 21% QoQ), while producing 1.3 million attributable gold ounces (down 10% QoQ due to issues at Boddington, Tanami, Lihir, Cerro Negro, and non-managed JVs). The company is on track for full-year 2026 gold guidance of 5.3 million ounces, declared a $0.26/share dividend, and authorized an additional $6.0 billion share repurchase program after executing $2.4 billion since the last earnings call. Strong cash position of $8.8 billion and net cash of $3.2 billion supports the enhanced capital allocation framework.

• ·Full-year 2026 sustaining capital guidance: $1.95 billion
• ·Full-year 2026 development capital guidance: $1.4 billion
• ·Full-year 2026 gold production guidance: 5.3 million attributable ounces
• ·Annual dividend commitment: $1.1 billion, indicated annualized $1.04 per share
• ·Copper production: 30 thousand tonnes (up 3% QoQ)
• ·Silver production: 9 million ounces (up 29% QoQ)

23-04-2026

Masimo Corporation filed supplemental disclosures to its Definitive Proxy Statement for the proposed merger with Danaher Corporation, pursuant to the February 16, 2026 Merger Agreement, in response to three shareholder lawsuits and demand letters alleging proxy disclosure deficiencies. The company believes the claims lack merit and no further disclosure is required under law, but is voluntarily supplementing to mitigate litigation risks and avoid delays ahead of the May 1, 2026 special stockholder meeting. The Board continues to recommend voting 'FOR' the merger proposals, with no changes to deal consideration or meeting timing.

• ·Three lawsuits: Ed Smith v. Masimo (NY Supreme Court, Index No. 652084/2026, April 7, 2026); Richard McDaniel v. Masimo (NY Supreme Court, Index No. 65117/2026, April 8, 2026); Donald Kendig v. Brennan (CA Superior Court, Case No. 26-CIV-02902, April 10, 2026)
• ·Special Meeting: May 1, 2026 at 10:00 a.m. Pacific Time, virtually at www.virtualshareholdermeeting.com/MASI2026SM
• ·Definitive Proxy Statement filed April 1, 2026; preliminary proxy filed March 18, 2026
• ·Masimo denies merit of claims and asserts no additional disclosure legally required

23-04-2026

Kingsoft Cloud Holdings Ltd's 20-F annual report defines key terms such as 'Premium Customer' and 'Public Cloud Service Premium Customer' as those generating over RMB700,000 in annual revenues. The report highlights risks including dependence on Kingsoft Group and Xiaomi Group for revenues and borrowings, potential limitations on PRC subsidiary dividends, and challenges in acquisition due diligence. A taxation scenario illustrates that hypothetical pre-tax earnings of 100% result in 67.5% net distribution to shareholders after 25% statutory tax and 10% withholding tax.

• ·Net dollar retention rate for Public Cloud Service Premium Customers calculated as revenues from prior-year premium customers in current period divided by revenues from all premium customers in prior period.
• ·Risk of material adverse effect from limitations on PRC subsidiaries' ability to pay dividends (details on page 54).

23-04-2026

Thermo Fisher Scientific reported first quarter 2026 revenue of $11.01 billion, up 6% YoY from $10.36 billion, with organic growth of only 1% (3% acquisitions, 2% currency) and strong performance in Life Sciences Solutions (+13%) and Laboratory Products (+7%). GAAP diluted EPS grew 11% to $4.43 and adjusted EPS increased 6% to $5.44, but adjusted operating margin dipped slightly to 21.8% from 21.9%, Analytical Instruments revenue was flat (-0.1%) with segment income down 11%, and Specialty Diagnostics revenue declined 0.5%. The company completed the acquisition of Clario, repurchased $3.0 billion in stock, and raised its dividend by 10%.

• ·Acquisitions contributed 3% to revenue growth.
• ·Currency translation contributed 2% to revenue growth.
• ·Goodwill increased to $55,187 million from $49,362 million due to Clario acquisition.
• ·Net cash provided by operating activities $1,192 million, up from $723 million.

23-04-2026

PG&E Corporation reported Q1 2026 GAAP earnings of $0.39 per share and $858 million income available for common shareholders, up from $0.28 per share and $607 million in Q1 2025, driven by higher revenues ($6,881 million vs $5,983 million) and operating income ($1,470 million vs $1,220 million). Non-GAAP core EPS rose to $0.43 from $0.33, with full-year 2026 guidance reaffirmed at $1.64-$1.66 per share; however, operating expenses increased to $5,411 million from $4,763 million, including higher cost of electricity ($561 million vs $399 million), O&M ($3,112 million vs $2,646 million), and Wildfire Fund expense ($102 million vs $76 million). Operational highlights include 23% lower bundled residential electric rates for CARE customers since 2024 and NRC approval for Diablo Canyon license renewal.

• ·Wildfire-related claims, net of recoveries: $0 million in Q1 2026 vs $49 million in Q1 2025.
• ·Plans to connect 5 additional RNG facilities by end of 2027.
• ·By end of 2027, plans to complete >1,900 miles undergrounding, >2,000 miles strengthened poles/covered powerlines.
• ·Every 1 GW new data center load could save customers 1%+ on monthly electric bills under right conditions.
• ·Non-core items totaled $100 million after tax ($0.04 per share) in Q1 2026 vs $120 million ($0.05 per share) in Q1 2025.

23-04-2026

Shenandoah Telecommunications Company held its 2026 annual meeting of shareholders on April 21, 2026, electing directors Matthew S. DeNichilo (36,148,022 votes for), Kenneth L. Quaglio (35,884,385 for), and Michael A. Rhymes (36,117,763 for) to three-year terms expiring in 2029, with against votes under 1 million each and 8,045,543 broker non-votes. Shareholders ratified RSM US LLP as independent auditors with 44,613,720 votes for and only 79,837 against, and approved non-binding named executive officer compensation with 35,844,332 for versus 790,299 against and 8,045,543 broker non-votes. Post-meeting, executives Christopher French, Edward McKay, and James Volk provided a company presentation attached as Exhibit 99.1.

23-04-2026

On April 22, 2026, the Board of Monroe Capital Enhanced Corporate Lending Fund declared a $0.20 per share cash dividend for Class I Shares, payable on or about May 22, 2026 to shareholders of record on April 30, 2026. As of March 31, 2026, the Fund reported NAV per Class I Share of $25.74, total NAV of $103.5M, investments in 38 portfolio companies at $211.6M fair value (94.1% senior secured loans, 100% floating rate debt), weighted-average EBITDA of $22.9M, and LTV of 35.1%, with debt-to-equity at 1.10x. However, the ongoing $1.0B public offering has raised only $2.4M in 94,557 Class I Shares, while private placements to affiliates contributed $100.0M.

• ·No Class S or Class D Shares outstanding as of March 31, 2026.
• ·Top industry exposures: Services: Business (25.0%), Healthcare & Pharmaceuticals (16.6%), High Tech Industries (15.9%).

23-04-2026

Teledyne Technologies Incorporated filed a Restated Certificate of Incorporation on April 23, 2026, restating and amending its original certificate filed on August 23, 1999. The document authorizes 125,000,000 shares of Common Stock and 15,000,000 shares of Preferred Stock, both with a par value of $0.01 per share, and outlines governance provisions including board management authority, indemnification rights, and restrictions on stockholder actions to meetings only. No financial performance metrics or period-over-period changes are reported.

• ·Registered office: 1209 Orange Street, Wilmington, New Castle County, Delaware 19801.
• ·Stockholder actions required at meetings; no written consents permitted.
• ·Special meetings callable by Board, Chairman, CEO, or Secretary upon 25% stockholder demand.
• ·Director liability limited except for duty of loyalty breaches, bad faith, etc.

23-04-2026

On April 17, 2026, Clean Energy Technologies, Inc. received a Nasdaq notice for non-compliance with Listing Rule 5250(c)(1) due to failure to file its Form 10-K for the fiscal year ended December 31, 2025. The notice has no immediate effect on trading but requires a compliance plan within 60 days, with potential extension up to October 12, 2026; failure could lead to delisting. Potential delisting risks include reduced liquidity, limited financing access, and impaired employee incentives, with no assurance of regaining compliance.

• ·Nasdaq Listing Rule 5250(c)(1) requires timely filing of periodic reports with SEC
• ·Company has 60 calendar days from April 17, 2026, to submit compliance plan
• ·Nasdaq may grant up to 180 calendar days from 10-K due date (until October 12, 2026) if plan accepted
• ·Appeal opportunity to Nasdaq hearings panel if plan rejected

23-04-2026

Keurig Dr Pepper reported Q1 2026 net sales growth of 9.4% to $3.98 billion on a GAAP basis (8.1% constant currency), led by U.S. Refreshment Beverages (+11.9% to $2.6 billion), but U.S. Coffee sales declined 2.3% to $857 million and International volume/mix fell 0.7%. Adjusted diluted EPS decreased 7.1% to $0.39 amid inflationary pressures and higher SG&A, while the company completed its acquisition of JDE Peet’s on April 1 and reaffirmed 2026 guidance for net sales of $25.9-$26.4 billion and low-double-digit constant currency Adjusted EPS growth.

• ·GAAP operating income decreased 5.6% to $756 million.
• ·Adjusted operating income decreased 1.9% to $838 million (21.1% of net sales).
• ·U.S. Refreshment Beverages Adjusted operating income increased 9.8% to $742 million (28.5% of net sales).
• ·U.S. Coffee Adjusted operating income decreased 21.3% to $199 million (23.2% of net sales).
• ·International Adjusted operating income decreased 15.1% to $87 million (16.7% of net sales).
• ·2026 guidance includes 4-6% constant currency Adjusted diluted EPS growth for legacy business plus JDE Peet’s contribution.

23-04-2026

Chicago Atlantic Real Estate Finance, Inc. (REFI) has issued a proxy statement for its 2026 Annual Meeting on June 11, 2026, at 10:00 a.m. Central Time in Chicago, IL, where stockholders will vote to elect five directors (noted as seven in the shareholder letter) and ratify BDO USA, P.C. as the independent registered public accounting firm for the fiscal year ending December 31, 2026. The record date is April 2, 2026, with 21,207,228 shares of common stock outstanding, requiring a quorum of 10,603,614 shares; the Board unanimously recommends voting FOR both proposals. No financial performance metrics or period comparisons are provided in the filing.

• ·Voting methods: internet at www.proxyvote.com, telephone at 1-800-690-6903, or mail proxy card.
• ·Proxy materials and Form 10-K available at https://investors.refi.reit/financial-information/sec-filings.
• ·Director election requires plurality vote; auditor ratification requires majority of votes cast.
• ·Broker non-votes have no effect on proposals; brokers can vote on auditor ratification but not director election.

23-04-2026

Cheetah Mobile Inc. reported consolidated revenues of RMB 1,150,444 thousand for the year ended December 31, 2025, up 42.6% YoY from RMB 806,877 thousand in 2024, driven by strong 84.7% growth in AI and others to RMB 535,163 thousand (46.5% of revenues) and 19.0% growth in internet business to RMB 615,281 thousand. Net loss narrowed to RMB 235,152 thousand from RMB 601,586 thousand, representing a 60.9% reduction in loss magnitude. However, operating cash flow was negative at RMB 172,256 thousand, cash and cash equivalents declined 17.8% to RMB 1,506,625 thousand, and total assets fell 14.9% to RMB 4,683,872 thousand.

• ·Net cash used in operating activities: RMB (172,256) thousand for year ended Dec 31, 2025.
• ·Net cash used in investing activities: RMB (65,567) thousand for year ended Dec 31, 2025.
• ·Net cash used in financing activities: RMB (64,221) thousand for year ended Dec 31, 2025.
• ·Short-term investments as of Dec 31, 2025: RMB 9,527 thousand (down from RMB 335 thousand as of Dec 31, 2024).
• ·Total current assets as of Dec 31, 2025: RMB 3,233,805 thousand (down from RMB 3,779,680 thousand as of Dec 31, 2024).

23-04-2026

NorthStrive Defense Tech LLC, a wholly-owned subsidiary of PMGC Holdings Inc. (NASDAQ: ELAB), secured an exclusive option agreement to license U.S. Patent No. 12,277,716 B2 for proprietary visual-inertial cooperative navigation technology enabling GPS-denied autonomous drone operations. This marks the second contract since NorthStrive's formation, targeting defense, counter-UAS, electronic warfare, and swarm capabilities amid a market projected to grow at a 31.7% CAGR through 2030. The option includes an evaluation period, with no guarantee of exercising or negotiating a definitive license agreement.

• ·Technology uses visual-inertial odometry (VIO), Extended Kalman Filter (EKF), and cooperative multi-vehicle data sharing
• ·Exclusive option in aerospace and defense technologies field; non-exclusive for related know-how
• ·Potential applications in DoD, NATO, counter-UAS, commercial delivery, and ISR

23-04-2026

Aclaris Therapeutics, Inc. (ACRS) filed Definitive Additional Proxy Materials (DEFA14A) for its 2026 Annual Meeting scheduled for June 4, 2026, at 9:00 AM ET virtually. Key proposals include the election of directors Anand Mehra, M.D. and Maxine Gowen, Ph.D., an advisory vote to approve named executive officers' compensation as disclosed in the proxy statement, and ratification of PricewaterhouseCoopers LLP as the independent auditor for the fiscal year ending December 31, 2026. The board recommends voting 'FOR' all proposals, with voting deadline June 3, 2026, 11:59 PM ET.

• ·Virtual meeting access: www.virtualshareholdermeeting.com/ACRS2026
• ·Proxy materials and 2025 Annual Report available online at www.ProxyVote.com or by request before May 21, 2026
• ·Control numbers referenced: V91584-P47777, V91585-P47777

23-04-2026

Isabella Bank Corporation reported Q1 2026 net income of $5.0 million ($0.68 per diluted share), up 26% YoY from $3.9 million ($0.53 per diluted share), driven by net interest income growth to $16.9 million and NIM expansion to 3.33% from 3.06% YoY, alongside adjusted loans up $27.2 million and total deposits up $40.2 million QoQ. Credit quality remained strong with nonperforming loans at 0.28%. However, consumer loans continued to decline amid low demand, noninterest expenses increased to $14.7 million from $13.3 million YoY due to higher compensation and professional services, provision for credit losses was $604,000 versus a $107,000 credit in Q1 2025, and net unrealized losses on AFS securities rose to $10.6 million.

• ·Commercial real estate portfolio increased $20.9 million QoQ; residential mortgage portfolio increased $10.5 million QoQ.
• ·Advances to mortgage brokers decreased $4.6 million QoQ.
• ·Noninterest-bearing deposits decreased $15.1 million QoQ; certificates of deposit decreased $3.7 million QoQ.
• ·Provision for credit losses $604,000 in Q1 2026 vs credit of $107,000 in Q1 2025.
• ·Nonaccrual loans $4.4 million at Mar 31 2026 vs $4.6 million at Dec 31 2025 (slight decline).

23-04-2026

Castellan Group filed its 13F-HR on April 23, 2026, disclosing equity holdings as of March 31, 2026, consisting of 37 positions primarily in energy, REITs, technology stocks, and proprietary ETFs. Top holdings include two EA Series Trust Castellan Target funds valued at $441,379,851 and $160,258,995 respectively, alongside smaller positions in Amazon.com ($499,848), Microsoft ($2,295,054), and Chevron ($2,354,729). All reported positions have sole voting and disposition power.

• ·Filing CIK: 0001832521
• ·Filer address: 2011 Lake Point Way Suite 001, Louisville, KY 40223
• ·Business phone: (859) 494-2579
• ·All holdings reported with 0 shared voting/disposition power

23-04-2026

Molina Healthcare reported significantly lower net income of $14 million for Q1 2026 compared to $298 million in Q1 2025, resulting in diluted EPS of $0.27 versus $5.45. Cash and cash equivalents increased to $5,314 million from $4,856 million YoY. The investment portfolio totaled $3,937 million at March 31, 2026, down from $4,008 million at December 31, 2025, with total long-term debt carrying value stable at approximately $3,767 million.

• ·Unrealized gains on investments decreased to $29 million from $52 million QoQ, while unrealized losses increased to $38 million from $32 million.
• ·Corporate debt securities comprised $2,404 million of total investments at March 31, 2026.
• ·Fair value of long-term debt was $3,575 million at March 31, 2026, below carrying value of $3,767 million.

23-04-2026

Ellenbecker Investment Group reported total 13F holdings of $742,892,860 across 134 positions as of March 31, 2026, all held with sole voting and investment discretion. The portfolio is diversified with heavy allocations to ETFs such as iShares Core S&P 500 ETF ($186,708,794) and Vanguard FTSE Developed Markets ETF ($65,809,370), alongside individual stocks like Apple Inc. ($9,560,642) and NVIDIA Corp. ($3,706,707). No period-over-period changes are disclosed in this point-in-time filing.

• ·All 134 holdings managed with sole voting authority (SH SOLE).
• ·Filing submitted April 23, 2026, for period ending March 31, 2026.
• ·Business address: N21 W23350 Ridgeview Pkwy, Waukesha, WI 53188.

23-04-2026

Brookfield Real Estate Income Trust Inc. issued 105,505 unregistered Class I common shares to its Adviser, Brookfield REIT Adviser LLC, on April 20, 2026, in satisfaction of the March 2026 management fee of $1,094,361. The Company also issued additional unregistered Class I and Class E common shares totaling 194,922 Class I shares and 56,198 Class E shares to affiliates, a feeder vehicle, and employees for approximately $3.45 million under its distribution reinvestment plan and private offerings during April 2026. All issuances were exempt under Section 4(a)(2) of the Securities Act or Regulation D.

• ·Class E shares sold to employees on April 1, 2026, at applicable NAV per share
• ·All issuances made pursuant to Section 4(a)(2) of the Securities Act, with employee sales also under Regulation D

23-04-2026

The 8-K filing discloses the Pooling and Servicing Agreement (PSA) dated and effective as of April 1, 2026, for Commercial Mortgage Pass-Through Certificates, Series 2026-C66, establishing the trust structure for a commercial mortgage-backed securities issuance. Key parties include Wells Fargo Commercial Mortgage Securities, Inc. as Depositor, Trimont LLC as Master Servicer, LNR Partners, LLC as Special Servicer, Computershare Trust Company, National Association as Certificate Administrator, Deutsche Bank National Trust Company as Trustee, and Belloak, LLC as Operating Advisor and Asset Representations Reviewer. No financial performance metrics, period comparisons, or quantitative data are provided in the filing.

• ·Filing Type: 8-K, Items: 1.01, 9.01, dated April 23, 2026
• ·Subcategory: Material Agreement Entry
• ·Includes exhibits such as Mortgage Loan Schedule (Exhibit B), Class A-SB Planned Principal Balance Schedule (Schedule 2), and various certification forms

23-04-2026

Intel reported Q1 2026 revenue of $13.6 billion, up 7% YoY, driven by Intel Products (+9%) with DCAI up 22% and Foundry up 16%; however, GAAP net loss attributable to Intel widened to $(3.7) billion from $(0.8) billion due to $4.1 billion in restructuring charges, and the All Other segment declined 33% YoY. Non-GAAP EPS was $0.29, up 123% YoY, with gross margin improving to 39.4% GAAP (up 2.5 ppts). Q2 2026 guidance projects revenue of $13.8-14.8 billion, GAAP EPS of $0.08, and non-GAAP EPS of $0.20.

• ·Generated $1.1 billion in cash from operations in Q1 2026.
• ·Deconsolidated Altera effective September 12, 2025, after sale of 51% stake; Altera results previously in 'All Other'.
• ·Repurchased 49% minority equity interest in Fab 34 joint investment entity in Ireland.
• ·Q2 2026 guidance: Revenue $13.8-14.8 billion; GAAP gross margin 37.5%, non-GAAP 39.0%; tax rate GAAP 4%, non-GAAP 11%.
• ·Expanded assembly and test capacity in Penang, Malaysia.

23-04-2026

Gabelli Dividend & Income Trust's Board highlights strong 2025 performance with investor total return of 22.71% and NAV total return of 17.89%, alongside a discount narrowing from 16% to 10% over 27 months and a 36% increase in annual distribution to $1.80 per common share starting January 2026. The Board urges shareholders to vote only white proxy cards against Saba Capital Management's gold proxy, criticizing Boaz Weinstein and Saba for accumulating over 5% ownership via affiliates despite anti-pyramiding laws and nominating a trustee seen as advancing Saba's short-term interests. More than 6 million shares have been repurchased since inception under a disciplined program.

• ·Shareholders urged to discard Saba's gold proxy cards and vote white proxy cards; latest dated proxy counts.
• ·Contact for voting questions: EQ Fund Solutions at 1(888)548-6498.
• ·Saba's ownership exceeds 3% anti-pyramiding limit via affiliated funds.

23-04-2026

Freeport-McMoRan Inc.'s 2026 Proxy Statement reviews 2025 performance, highlighting strong financial results with $5.6B operating cash flows exceeding $3.9B capital expenditures (excluding $0.6B for PTFI downstream facilities) and net debt of $2.3B, alongside YoY increases in U.S. copper production and improved unit costs across regions. However, a major mud rush incident at Grasberg in September 2025 overshadowed safety improvements, despite TRIR hitting decade-best levels. The filing also covers executive compensation elements for Richard C. Adkerson and Kathleen L. Quirk across 2021-2025.

• ·Mud rush incident at Grasberg Block Cave in September 2025.
• ·Memorandum of Understanding with Indonesia Government in February 2026 for PTFI operating rights extension.
• ·First U.S. mine with fully autonomous haulage system at Bagdad.

23-04-2026

Mobile Infrastructure Corporation (BEEP) has issued a proxy statement for its 2026 Annual Meeting of Stockholders on June 18, 2026, seeking approval for three proposals: election of directors, ratification of the independent registered public accounting firm, and approval of the Amended and Restated Incentive Award Plan. The record date is April 10, 2026, with 41,192,464 shares of common stock outstanding and entitled to vote. The meeting will be held virtually, and proxy materials were made available on or about April 23, 2026.

• ·Annual Meeting held virtually via live audio webcast at www.virtualshareholdermeeting.com/BEEP2026 at 9:00 a.m. Eastern Time on June 18, 2026.
• ·Proxy materials and 2025 Form 10-K available at https://ir.mobileit.com/.
• ·Company qualifies as emerging growth company and smaller reporting company under Jumpstart Our Business Startups Act and Exchange Act rules.
• ·Voting deadline: 11:59 p.m. Eastern Time on June 17, 2026 for Internet/telephone voting.

23-04-2026

On April 23, 2026, Castellum, Inc. (CTM) filed an 8-K announcing it has achieved CMMC Level 2 C3PAO Certification, as detailed in the attached press release (Exhibit 99.1). The filing was signed by CEO Glen R. Ives. This certification enhances the company's compliance capabilities for government contracting.

• ·Filing includes Items 8.01 (Other Events) and 9.01 (Financial Statements and Exhibits).
• ·Registrant details: Nevada incorporation, Commission File Number 001-41526, IRS EIN 27-4079982, principal offices at 1934 Old Gallows Road, Suite 350, Vienna, VA 22182.
• ·Emerging growth company status confirmed with election for extended transition period.

23-04-2026

Braemar Hotels & Resorts Inc. announced via press release that its Board of Directors declared the April 2026 portion of second quarter 2026 dividends for its 5.5% Series B Cumulative Convertible Preferred Stock, 8.25% Series D Cumulative Preferred Stock, Series E Redeemable Preferred Stock, and Series M Redeemable Preferred Stock. As of March 31, 2026, there were 11,388,459 shares of Series E Redeemable Preferred Stock and 1,379,289 shares of Series M Redeemable Preferred Stock issued and outstanding. No other financial metrics or changes were reported.

• ·Securities registered: Common Stock (BHR), Preferred Stock Series B (BHR-PB), Preferred Stock Series D (BHR-PD) on New York Stock Exchange

23-04-2026

St. Clair Advisors, LLC filed its 13F-HR on April 23, 2026, disclosing equity holdings as of March 31, 2026, with a total portfolio value of $375847208 across 82 positions, all held on a sole discretionary basis with sole voting authority. The largest holding is iShares Core S&P 500 ETF valued at $116245961 (177961 shares), followed by iShares Core MSCI Emerging Markets ETF at $21496051 (308187 shares) and Microsoft Corp at $18635838 (50344 shares). No changes or performance metrics relative to prior periods are provided in the filing.

• ·All 82 positions held as SH SOLE with sole voting authority (no shared discretion or performance-based options reported)
• ·Filing covers period ending 03-31-2026

23-04-2026

Moody's reported Q1 2026 revenue of $2,079 million, up 8% YoY from $1,924 million, with operating income rising 9% to $922 million and net income increasing 6% to $661 million (diluted EPS $3.73 vs. $3.46). However, cash and cash equivalents declined sharply to $1,469 million from $2,384 million at year-end 2025, total assets fell to $14,732 million from $15,830 million, and shareholders' equity dropped to $3,143 million from $4,205 million, reflecting significant share repurchases. Restructuring charges persisted at $27 million, down from $33 million YoY.

• ·Accounts receivable increased to $2,044M from $2,024M QoQ.
• ·Deferred revenue rose to $1,820M current from $1,582M QoQ.
• ·Treasury stock at cost increased to $16,507M from $14,978M, indicating share repurchases.
• ·Interest expense, net, increased to $66M from $61M YoY.

23-04-2026

T-Mobile US, Inc. announced that its Board of Directors authorized an increase to the 2026 Shareholder Return Program by up to $3.6 billion, raising the total from up to $14.6 billion to up to $18.2 billion through December 31, 2026. The program supports common stock repurchases and cash dividends, including the Q1 2026 dividend of $1.02 per share paid on March 12, 2026, and the Q2 2026 dividend of $1.02 per share payable on June 11, 2026 to shareholders of record on May 29, 2026. Repurchases and dividends are subject to market conditions, Company performance, and Board discretion, with no obligation to utilize the full amount.

• ·Share repurchases may use open market purchases, 10b5-1 plans, accelerated share repurchases, or privately negotiated transactions.
• ·Program end date: December 31, 2026.
• ·Q2 2026 dividend record date: May 29, 2026.

23-04-2026

On April 23, 2026, JPMorgan Chase & Co. closed public offerings of $500,000,000 aggregate principal amount of Floating Rate Notes due 2030, $2,750,000,000 aggregate principal amount of Fixed-to-Floating Rate Notes due 2030, $3,000,000,000 aggregate principal amount of Fixed-to-Floating Rate Notes due 2032, and $3,750,000,000 aggregate principal amount of Fixed-to-Floating Rate Notes due 2037. The offerings, totaling $10,000,000,000 in aggregate principal amount, were registered under a Form S-3 (File No. 333-285537). A legal opinion on the legality of the Notes was filed as Exhibit 5.1.

• ·Offerings registered pursuant to Securities Act of 1933 under Form S-3 (File No. 333-285537)
• ·Exhibits include Opinion of Simpson Thacher & Bartlett LLP (5.1) and Consent (23.1)

23-04-2026

RPM International Inc. announced the appointment of Thomas C. Gentile, III, Chairman, CEO, and President of Hexcel Corporation, to its board of directors effective April 20, 2026, expanding the board to 13 members. Gentile, with prior leadership at Spirit AeroSystems, GE (including GE Capital, GE Healthcare Systems, and GE Aviation Services), McKinsey & Company, CBS, and General Motors, will serve on RPM's compensation committee. RPM Chairman and CEO Frank C. Sullivan highlighted Gentile's expertise in global manufacturing and industrial operations to support long-term growth.

• ·RPM operates across three reportable segments: consumer, construction products, and performance coatings.
• ·Gentile assumed CEO and president role at Hexcel in May 2024 and chairman in December 2024.
• ·Gentile earned bachelor’s degree in economics magna cum laude and MBA from Harvard University; studied international relations at London School of Economics.