S&P 500 Consumer Staples Sector SEC Filings — April 27, 2026

27-04-2026

Envirotech Vehicles, Inc. filed an S-1 registration statement on April 27, 2026, to register shares for resale by the Selling Securityholder under an Amended and Restated Standby Equity Purchase Agreement (A&R SEPA) with a $25 million commitment, from which the company raised approximately $3,100,000 in Q4 2025 and Q1 2026 by issuing 5,431,083 shares, leaving $13.5 million available until November 1, 2027. The company is pivoting strategy toward power-driven AI data infrastructure and U.S.-made heavy-lift drone systems (payload ~500 pounds) in development since 2025, while moderating expansion in its commercial EV segment due to reduced incentives, import tariffs exceeding 100% on Asian components, and cost pressures. Other segments include stable medical supplies via Maddox Industries and exploratory data center initiatives in regions like South Texas.

• ·A&R SEPA entered October 31, 2024, amending Original SEPA from September 23, 2024.
• ·Engaged drone manufacturer in February 2025 for U.S.-made heavy-lift drone with IP transfer.
• ·EV manufacturing via third-party OEMs in China and Malaysia, with U.S. final assembly.
• ·Proceeds from SEPA sales to first repay Debentures, then for working capital and general corporate purposes.

27-04-2026

Aerkomm Taiwan Inc., a subsidiary of Aerkomm Inc. (AKOM), entered into a Merger Agreement with Ejectt Inc. on or about April 27, 2026, under which Aerkomm Taiwan will absorb Ejectt via a 1:1 share exchange ratio, issuing 65,113,314 new shares valued at NT$651,133,140 to Ejectt shareholders. Post-merger, Aerkomm Taiwan's paid-in capital will increase to NT$1,151,133,140 with 115,113,314 issued shares, aimed at enhancing operational efficiency and resource integration. The tentative merger record date is June 27, 2024, subject to shareholder approval on May 23, 2024, and creditor objections within 30 days.

• ·Financial statements audited as of December 31, 2023; independent fairness opinion dated April 29, 2024.
• ·Creditor objection period: not less than 30 days post-board approval and public announcement.
• ·Merger effective upon shareholder approval at extraordinary meeting on May 23, 2024.
• ·All Ejectt assets, liabilities, rights, and obligations succeed to Aerkomm Taiwan on merger record date.
• ·Ejectt employees to receive employment offers recognizing prior service years.

27-04-2026

Mobia Medical, Inc. filed an S-1/A registration statement on April 27, 2026, highlighting significant risks associated with its planned IPO, including a material weakness in internal control over financial reporting related to the calculation of net loss per share for the year ended December 31, 2025, which led to revisions in financial statements. The company anticipates substantial increased legal, accounting, and compliance costs as a public entity under Sarbanes-Oxley and other regulations, with no plans to pay dividends and broad management discretion over IPO proceeds. Additional risks include anti-takeover provisions, exclusive forum clauses, and potential issuance of preferred stock that could dilute common stockholders.

• ·Material weakness in controls over review of inputs for net loss per share calculation, resulting in revision to weighted average shares and disclosures for year ended December 31, 2025.
• ·Remediation efforts underway, including new controls over weighted-average shares outstanding calculation; not yet remediated.
• ·No intention to pay cash dividends; returns limited to stock appreciation.
• ·Anti-takeover provisions include classified board, blank check preferred stock, no stockholder action by written consent, and Section 203 of DGCL applicability.
• ·Exclusive forum provisions designate Delaware Court of Chancery and U.S. federal courts for certain disputes.

27-04-2026

Ultra Clean Holdings, Inc. (UCTT) has filed its DEF 14A Proxy Statement for the 2026 Annual Meeting of Stockholders on May 22, 2026, at 12:30 p.m. PT, held virtually only. Key proposals include electing directors, ratifying PricewaterhouseCoopers LLP as independent auditors for fiscal 2026, an advisory vote on named executive officer compensation, and approvals of amendments and restatements to the stock incentive plan and employee stock purchase plan. The record date is March 27, 2026, with 44,825,713 shares of common stock outstanding.

• ·Annual meeting is virtual only at www.virtualshareholdermeeting.com/UCTT2026; physical attendance not permitted.
• ·Proxy materials available at http://materials.proxyvote.com.
• ·Board recommends voting FOR all proposals.

27-04-2026

Velo3D, Inc. filed definitive additional proxy materials (DEFA14A) for its 2026 Annual Meeting of Stockholders scheduled for June 10, 2026, at 1:00 PM PT virtually. Key voting items include election of Class II directors Stefan Krause and Lily Mei, ratification of Frank, Rimerman + Co. LLP as independent auditors for FY 2026, advisory approval of named executive officer compensation, advisory vote on say-on-pay frequency (board recommends 1 year), and approval of an amendment to the 2021 Equity Incentive Plan. No financial performance data or period comparisons are provided in the materials.

• ·Vote deadline: June 9, 2026, 11:59 PM ET
• ·Proxy materials request deadline: May 27, 2026
• ·Virtual meeting link: www.virtualshareholdermeeting.com/VLD2026
• ·Filing date: April 27, 2026

27-04-2026

Alternus Clean Energy reported zero revenues for both the three months ($0 vs $93 thousand) and nine months ($0 vs $280 thousand) ended September 30, 2025, a 100% YoY decline, with ongoing operating losses of $984 thousand in Q3. However, the nine-month net loss from continuing operations improved 64% to $4,694 thousand from $13,067 thousand, aided by a $15,513 thousand gain on sale of subsidiaries, while total assets expanded over 644% to $57,510 thousand driven by a business combination adding $37,980 thousand in intangibles and $18,964 thousand goodwill, flipping shareholders' equity to a positive $22,626 thousand. Cash and equivalents dwindled to $39 thousand from $161 thousand at year-end 2024 amid operating cash use of $2,321 thousand.

• ·Customer relationships intangible: $26,190 thousand (24-year life)
• ·Favorable contracts intangible: $10,930 thousand (15-year life)
• ·Operating cash flow used: $2,321 thousand for nine months ended Sep 30, 2025 (vs $1,820 thousand prior)
• ·Pro forma net loss nine months Sep 30, 2025: $6,263 thousand

27-04-2026

Mackay Shields LLC, including 7 affiliated investment managers, filed its quarterly 13F-HR on April 27, 2026, reporting total portfolio market value of $2,727,560,466 across 307 securities positions as of March 31, 2026. Holdings are concentrated in convertible notes (e.g., Lumentum Holdings $136M, Advanced Energy Industries $80M), preferred shares, and municipal bond funds spanning technology, biotech, and energy sectors. No prior period comparisons or performance changes are provided in the filing.

• ·Report period end date: March 31, 2026
• ·Filing date: April 27, 2026
• ·Date as of change: April 24, 2026
• ·Filer CIK: 0000061227
• ·SEC file number: 028-00046
• ·Business address: 299 Park Avenue, 32nd Floor, New York, NY 10171

27-04-2026

United States Antimony Corporation filed a Proxy Supplement on April 27, 2026, to clarify the voting standard for Proposal 2 in its Definitive Proxy Statement for the 2026 Annual Meeting on June 12, 2026. Proposal 2, to approve an amendment increasing authorized shares, requires 'FOR' votes from a majority of shares entitled to vote, with abstentions and broker non-votes having no effect. The supplement does not alter proposals, board recommendations, or require revoting unless desired.

• ·Original Proxy Statement filed April 20, 2026.
• ·Proposal 1 (Directors): Plurality of votes cast; withheld votes and broker non-votes have no effect.
• ·Proposal 3: More 'FOR' than 'AGAINST' votes; abstentions and broker non-votes have no effect.

27-04-2026

Kinder Morgan, Inc. (KMI) announced on April 24, 2026, that its representatives will participate in the Barclays Americas Select Conference on May 5, 2026, to discuss the company's business. Presentation materials will be available on KMI's investor relations website starting at 6:00 a.m. Central Time on April 27, 2026, with the live webcast at 9:00 a.m. British Summer Time and an archived version available for 365 days.

• ·Materials accessible at: https://ir.kindermorgan.com/events-and-presentations/default.aspx
• ·Live presentation: 9:00 a.m. British Summer Time on May 5, 2026
• ·Archived webcast available for 365 days

27-04-2026

Client First Capital LLC filed its 13F-HR report disclosing total holdings valued at $230524048 across 28 positions as of March 31, 2026. The portfolio primarily consists of ETFs such as iShares and SPDR products, with top positions including iShares TR TRUST ISHARE 0-1 Year (31516572 value) and iShares TR CORE S&P500 ETF (31185026 value). Holdings also include individual stocks like Apple Inc (430682 value) and smaller call option positions on SPDR Gold TR and SPY.

• ·All reported holdings are designated as SOLE voting authority
• ·Portfolio includes minor call option positions on SPDR Gold TR (2000 SH Call, value 860580) and State Str SPDR S&P 500 ETF (3500 SH Call, value 2276190)
• ·No other voting authority types (SHARED, NONE) reported
• ·Filed by Amar Shah on 04-24-2026, effective 04-27-2026

27-04-2026

MOR Wealth Management, LLC filed its 13F-HR on April 27, 2026, disclosing 103 equity holdings totaling $218,006,399 as of March 31, 2026. All positions are held on a sole discretionary basis with no other managers, put/call options, or voting authority shared. The portfolio features significant allocations to ETFs such as Schwab Strategic TR US LCAP GR ETF ($25,226,532), iShares TR RUS 1000 GRW ETF ($22,787,970), and WisdomTree TR US QTLY DIV GRT ($19,354,094), alongside stocks like Apple Inc ($6,717,585) and Accenture PLC ($5,877,612).

• ·All holdings reported as SOLE discretionary with no put/call positions
• ·Filer CIK: 0002092389; SEC file number: 028-25916
• ·Business address: 100 E Penn Square, Suite 400, Philadelphia, PA 19107

27-04-2026

Elemental Capital Partners LLC filed a 13F-HR disclosing $234,854,275 in holdings across 12 positions as of March 31, 2026, all with sole investment discretion. Top holdings include Bloom Energy Corp Cl A ($150,044,336, 1,107,420 shares or 64% of portfolio), indie Semiconductor Inc Class A ($40,714,945, 12,644,393 shares or 17%), Credo Technology Group Holding Ordinary Shares ($21,925,028, 233,568 shares or 9%), and Lam Research Corp ($12,282,245, 57,485 shares or 5%). No prior period data is available for comparison.

27-04-2026

Y-Intercept (Hong Kong) Ltd filed its 13F-HR on April 27, 2026, for the quarter ended March 31, 2026, disclosing 1,496 equity holdings with a total portfolio value of $5,274,758,272, all held with sole voting power. Top positions include Apple Inc at $56,149,007 (221,242 shares), Boston Scientific Corp at $28,254,505 (450,271 shares), Adobe Inc at $20,244,675 (83,284 shares), and AbbVie Inc at $20,373,593 (93,676 shares). No changes or performance metrics were reported in the filing.

• ·Filing covers period ended 20260331
• ·All positions reported as SH SOLE with 0 put/call shares
• ·Filer CIK: 0001772875, SEC file number: 028-20578

27-04-2026

Commercial Vehicle Group, Inc. (CVGI) filed its DEF 14A Proxy Statement on April 27, 2026, for the virtual Annual Meeting of Stockholders on May 14, 2026, seeking election of seven director nominees, approval of the Second Amended and Restated 2020 Equity Incentive Plan, an advisory vote to approve named executive officer compensation, and ratification of KPMG LLP as independent auditor for the fiscal year ending December 31, 2026. The statement includes executive compensation disclosures referencing Principal Executive Officers (PEOs) James R. Ray (2023-2025), Robert R. Griffin, and Harold Bevis (2021-2022). Record date is March 16, 2026.

• ·Virtual Annual Meeting: May 14, 2026, at 1:00 p.m. Eastern Time via www.virtualshareholdermeeting.com/CVGI2026 (16-digit control number required)
• ·Record Date: March 16, 2026
• ·Fiscal year references: 2025 (Jan 1 - Dec 31, 2025), 2024, 2023, 2022, 2021

27-04-2026

Lakeland Financial reported record Q1 2026 net income of $26.5 million, up 32% YoY from $20.1 million, driven by 5% loan growth to average $5.44 billion, 9% revenue growth, and NIM expansion to 3.49%. However, net income declined 11% QoQ from $29.9 million, average deposits fell 2% QoQ to $6.06 billion, core deposits were flat YoY (down <1%), and commercial deposits dropped 9% YoY. Asset quality improved with nonaccrual loans at $20.9 million (down from $57.4 million YoY) and provision for credit losses at $2.0 million (vs. $6.8 million YoY), though some segments like agri-business loans declined 3% YoY.

• ·Share repurchase program has $21.2 million remaining authority as of March 31, 2026.
• ·Common equity tier 1 capital ratio 14.45% at March 31, 2026 (down from 14.77% at Dec 31, 2025).
• ·Total risk-based capital ratio 15.58% at March 31, 2026 (down from 15.92% at Dec 31, 2025).
• ·Allowance for credit losses 1.26% of total loans at March 31, 2026 (down from 1.77% YoY).
• ·Net charge-offs $2.1 million in Q1 2026 (vs. $0.327 million YoY).

27-04-2026

Commonwealth Equity Services, LLC filed its 13F-HR on April 27, 2026, disclosing institutional holdings as of March 31, 2026, across 4,299 securities including equities, ETFs, and closed-end funds. Notable positions include large allocations to Alphabet Inc. (Class A and C), Amazon.com Inc., and Advanced Micro Devices Inc., with no prior period data available in the filing for comparison. The report indicates sole voting power over all listed holdings and no put/call options.

• ·Filing period end date: March 31, 2026
• ·Filer address: 275 Wyman Street, Ste. 400, Waltham, MA 02451
• ·All holdings reported with sole voting power (SH SOLE) and no other voting authority or options

27-04-2026

COCA-COLA EUROPACIFIC PARTNERS plc (CCEP) disclosed purchases of a total 1,291,910 ordinary shares between April 20-24, 2026, as part of its share buyback program. Transactions occurred on US Trading Venues (1,290,670 shares) and London Stock Exchange (1,240 shares), with volume weighted average prices ranging from USD 96.4203 to USD 97.9672 and GBP 72.8219. No period-over-period comparisons or performance metrics were provided.

• ·VWAP: USD 97.9672 (20 Apr US), GBP 72.8219 (20 Apr LSE), USD 96.4203 (21 Apr US), USD 96.5019 (22 Apr US), USD 96.9748 (23 Apr US), USD 97.9083 (24 Apr US)
• ·Trading venues: Primarily US Trading Venues; one transaction on London Stock Exchange

27-04-2026

QuidelOrtho Corporation (QDEL) filed a DEFA14A Definitive Additional Proxy Statement on April 27, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing indicates no fee is required and is marked as Definitive Additional Materials. No specific proposals, financial data, or other substantive details are provided in the available document header.

27-04-2026

Stellus Private Credit BDC has issued additional proxy materials (DEFA14A) notifying advisors of upcoming proxy voting for clients invested in the BDC. The proxy seeks shareholder approval for a new investment advisory agreement following the previously announced change of control at Stellus Capital Management, which would otherwise terminate the existing agreement under the Investment Company Act; a second proposal allows adjournment of the meeting if needed for more votes. The Board recommends voting 'FOR' both proposals to ensure continuity of advisory services.

• ·Filing date: April 27, 2026
• ·Proposals require shareholder approval to avoid disruption in advisory services post-change of control

27-04-2026

Rivian's 2026 Proxy Statement, filed April 27, 2026, seeks shareholder approval at the June 22, 2026 Annual Meeting for the election of two Class II Directors, Karen Boone and Aidan Gomez, to serve until the 2029 Annual Meeting. The Board of Directors consists of seven members divided into three staggered classes: Class I (Robert J. Scaringe, Peter Krawiec, Sanford Schwartz) until 2028, Class II (nominees) until 2029 if elected, and Class III (Jay Flatley, John Krafcik) until 2027. Nominees and continuing directors bring expertise in finance, AI, automotive, corporate development, and technology leadership.

• ·Annual Meeting scheduled for June 22, 2026.
• ·Board classes have staggered three-year terms per Restated Certificate of Incorporation.
• ·Directors may be removed only for cause by majority vote of outstanding voting stock.

27-04-2026

For Q1 2026, Brixmor Property Group Inc. reported total revenues of $354.8M, up 5.1% YoY from $337.5M, driven by higher rental income, while net income surged 83.2% YoY to $127.8M primarily due to a $52.1M gain on real estate sales compared to $3.1M last year. However, interest expense rose 9.9% YoY to $59.4M, operating expenses increased 1.3% YoY, and real estate net declined 1.1% QoQ to $8.11B amid ongoing depreciation.

• ·Basic EPS $0.42 in Q1 2026 vs $0.23 in Q1 2025.
• ·Net cash provided by operating activities $141.2M in Q1 2026, up from $130.1M YoY.
• ·Proceeds from sales of real estate assets $105.7M in Q1 2026 vs $21.6M YoY.
• ·Common stock dividends $0.3075 per share in Q1 2026 vs $0.2875 in Q1 2025.
• ·Total assets $9.10B as of Mar 31 2026, down slightly QoQ from $9.13B.

27-04-2026

Mobile Infrastructure Corporation declared monthly dividends on April 24, 2026, for its Series A Preferred Stock at a rate of $4.791 per share and Series 1 Preferred Stock at $4.583 per share, payable on or about May 12, 2026, to holders of record as of April 27, 2026, and April 24, 2026, respectively. The announcement reflects the board's authorization amid ongoing operations as an emerging growth company listed on Nasdaq under ticker BEEP. Future dividends remain subject to board discretion based on financial condition and other factors.

• ·Principal executive offices: 30 W. 4th Street, Cincinnati, Ohio 45202
• ·Registrant is an emerging growth company
• ·Common Stock trades on The Nasdaq Stock Market LLC under symbol BEEP

27-04-2026

Morgan Stanley Direct Lending Fund entered into the First Amendment to its Amended and Restated Senior Secured Revolving Credit Agreement, originally dated February 25, 2025, effective April 23, 2026, with Truist Bank as Administrative Agent and multiple lenders party thereto. The amended facility provides commitments totaling $1,450,000,000. Subsidiary guarantors DLF SPV LLC, DLF CA SPV LLC, and DLF Equity Holdings LLC reaffirmed their guarantees and security interests, with representations confirming no Defaults or Events of Default.

• ·Amendment amends the Credit Agreement by deleting stricken text and adding double-underlined text as per Exhibit A, and restates Schedules in Exhibit B.
• ·Conditions precedent include signed counterparts, legal opinion from Dechert LLP, organizational documents, and payment of invoiced fees.
• ·Governed by New York law; no waiver of existing rights.

27-04-2026

Aclarion, Inc. filed a DEF 14A proxy statement for its 2026 Annual Meeting of Stockholders on June 4, 2026, with a record date of April 10, 2026, when 2,462,250 shares of common stock were outstanding, entitling record holders to one vote per share. Stockholders are voting on Proposal 1 (election of seven directors by plurality), Proposal 2 (ratification of independent auditor by majority vote), and Proposal 3 (Equity Plan Proposal by majority vote), with the meeting held in person at company offices in Broomfield, CO. The company retained Marrow Sodali LLC for proxy solicitation at a cost of $75,000.

• ·Quorum requires one-third of outstanding shares present in person or by proxy.
• ·Internet voting deadline: 11:59 p.m. ET on June 3, 2026; mail deadline prior to June 4, 2026.
• ·Proposals 1 and 3 are non-discretionary (broker non-votes have no effect); Proposal 2 is discretionary.

27-04-2026

T-Mobile US, Inc. has issued definitive additional proxy materials for its 2026 Annual Meeting of Stockholders, to be held virtually on June 16, 2026 at 8:00 A.M. PDT. Shareholders are voting on the election of 13 director nominees, ratification of Deloitte & Touche LLP as independent auditors for fiscal year 2026, and an advisory vote to approve 2025 named executive officer compensation. Proxy materials are available online at www.ProxyVote.com, with voting deadline of 11:59 P.M. EDT on June 15, 2026, and requests for paper copies due by June 2, 2026.

• ·Meeting held solely by remote communication at www.virtualshareholdermeeting.com/TMUS2026.
• ·Vote by telephone, mail (with paper request), or online at www.ProxyVote.com using control number.
• ·Board recommends 'For' on all proposals.

27-04-2026

Steel Dynamics Inc. reported robust Q1 2026 financial results with total net sales increasing 19% YoY to $5,204,858 from $4,369,195, gross profit surging 57% to $763,223, and net income attributable to the company rising 86% to $403,436 (EPS $2.79 vs $1.45). Operating income more than doubled YoY to $538,004. However, cash and equivalents declined 28% QoQ to $556,527 from $769,878, operating cash flow dipped 3% YoY to $148,316, and inventories rose 5% QoQ to $3,908,120.

• ·Dividends declared per share $0.53 in Q1 2026 vs $0.50 in Q1 2025.
• ·Purchases of property, plant and equipment $137,979 in Q1 2026 vs $305,506 in Q1 2025.
• ·Purchases of treasury stock $115,087 in Q1 2026 vs $250,138 in Q1 2025.
• ·Net cash used in financing activities $222,759 in Q1 2026 vs provided $623,295 in Q1 2025.

27-04-2026

Krispy Kreme, Inc.'s DEF 14A proxy statement filed April 27, 2026, discloses FY2025 executive compensation for named executive officers (NEOs), with CEO Joshua Charlesworth's total at $3,693,795, up 47% YoY from FY2024's $2,510,455 driven by higher stock and option awards, but down 77% from FY2023's $11,260,174 due to significantly lower stock grants and no non-equity incentive payout (vs. $511k in FY2024 and $874k in FY2023). Other NEO totals varied, with CFO Raphael Duvivier at $2,811,282 (up from $1,486,626 in FY2024) but former CFO Jeremiah Ashukian's at $1,125,089 amid his departure, and no non-equity incentives for most in FY2025. No recovery of excess incentive compensation was required under the Clawback Policy after a minor redeemable noncontrolling interests classification error was corrected.

• ·All equity awards granted under the Omnibus Plan.
• ·FY2025 annual incentive targets: CEO $1M, CFO Duvivier $560k (threshold $280k, max $1.12M).
• ·Sign-on awards for Jeremiah Ashukian in FY2023: $675k bonus, $1.5M RSUs, $2M options.
• ·Nicola Steele FY2025 non-equity incentive of $23,242 from prior Australia/NZ plan.

27-04-2026

Plimoth Trust Co LLC filed its 13F-HR on April 27, 2026, reporting 327 equity holdings as of March 31, 2026, with a total portfolio value of $447,389,812,000. Top holdings include Apple Inc ($26,390,607,000), Microsoft Corp ($19,592,358,000), Nvidia Corporation ($22,233,558,000), and Alphabet Inc ($15,247,581,000 for Cl A plus others). The filing provides a snapshot of positions across common stocks and ETFs with no prior period data or performance metrics for comparison.

• ·Filing effective date: April 27, 2026
• ·Filer CIK: 0001623678
• ·Filer state of incorporation: ME
• ·Business address: 38 Resnik Rd Ste 202, Plymouth MA 02360
• ·Mail address: 330 Swansea Mall Drive, Swansea MA 02777

27-04-2026

On April 20, 2026, Brookfield Oaktree Holdings, LLC (BOH) entered into a Distribution Agreement with affiliate Brookfield Oaktree Holdings Canada Inc. (BOHCI), distributing 100 Common Shares of OCG NTR Holdings LLC (NTR), representing 100% of BOH's equity interests in NTR, via an in-kind distribution in respect of BOH's Class A common units. NTR indirectly holds 100% interests in entities including Brookfield Real Estate Income Trust Inc. The transaction was completed on the same date.

• ·Filing date: April 27, 2026
• ·BOHCI is an affiliate of Brookfield Corporation, sole holder of BOH’s Class A common units
• ·Distribution Agreement attached as Exhibit 10.1

27-04-2026

Amkor Technology reported record Q1 2026 net sales of $1.685 billion, up 27% YoY from $1.322 billion, with gross profit of $239 million, operating income of $100 million, net income of $83 million (diluted EPS $0.33), and EBITDA of $285 million. However, sequentially from Q4 2025, net sales declined 11% from $1.888 billion, gross margin fell to 14.2% from 16.7%, operating income dropped 46% from $185 million, and net income decreased to $83 million from $172 million (EPS $0.33 vs $0.69). The Board authorized a $300 million share repurchase program and guides Q2 2026 net sales to $1.75-1.85 billion with full-year capex of $2.5-3.0 billion.

• ·Advanced products net sales $1,372M (81% of total) up 29% YoY but down 13% QoQ; Mainstream products $313M up 21% YoY and 2% QoQ.
• ·End-market mix: Communications 44% (down QoQ from 49%), Automotive/industrial/other 21% (flat YoY), Consumer 14% (down YoY from 17%).
• ·Cash flow from operations $145M; Capex payments $225M in Q1.
• ·Quarterly dividend $0.08352 per share paid March 31, 2026.
• ·Q2 2026 guidance: Gross margin 14.5%-15.5%, net income $105M-$130M (EPS $0.42-$0.52).

27-04-2026

Park Hotels & Resorts Inc. held its 2026 annual meeting of stockholders on April 24, 2026, where all nine director nominees were elected with strong support, receiving 143,196,913 to 147,473,131 votes in favor, 2,372,799 to 5,128,647 against, and minimal abstentions. Stockholders approved on an advisory basis the compensation of named executive officers (134,492,488 for, 15,218,108 against) and ratified the appointment of Ernst & Young LLP as independent auditors for the fiscal year ending December 31, 2026 (166,324,640 for, 866,633 against). No significant opposition was noted across proposals, with broker non-votes of 17,250,275 for Proposals 1 and 2.

• ·Definitive Proxy Statement filed March 12, 2026
• ·No broker non-votes for Proposal 3
• ·Annual Meeting results reported in 8-K filed April 27, 2026

27-04-2026

Celestica reported Q1 2026 revenue of $4.05 billion, up 53% YoY from $2.65 billion, driven by CCS segment growth of 76% to $3.24 billion (including HPS at ~$1.7 billion, +63%), while ATS segment revenue remained relatively flat at $0.81 billion. Adjusted EPS hit $2.16 (vs. $1.20 YoY), exceeding guidance, with adjusted operating margin at 8.0% (vs. 7.1%), and the company raised its 2026 outlook to $19.0 billion revenue (from $17.0 billion) and $10.15 adjusted EPS (from $8.75). Business updates include a new Co-packaged Optics switch program award ramping in 2027 and upsizing the credit facility to $2.5 billion.

• ·Q2 2026 guidance: Revenue $4.15-4.45B, adjusted EPS $2.14-2.34, adjusted operating margin 8.0% at mid-point.
• ·Q1 2026 adjusted EPS exceeded high end of guidance ($1.95-2.15).
• ·Share repurchase: 0.1 million shares for $20 million.
• ·Conference call: April 28, 2026 at 8:00 a.m. ET.
• ·Amended facility maturity extended to April 2031.

27-04-2026

Moran Wealth Management, LLC filed its 13F-HR on April 27, 2026, disclosing $3,266,064,074 in equity holdings as of March 31, 2026, across 780 positions primarily held on a sole discretion basis. Top holdings include Broadcom Inc ($58,148,077), Cadence Design Systems Inc ($28,976,006), and Amphenol Corp Cl A ($24,680,072). The portfolio spans diverse sectors including technology, financials, and consumer goods, with some positions in defined contribution accounts.

• ·Business address: 5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108
• ·SEC file number: 028-22945
• ·Adviser ID: 801-123682

27-04-2026

On April 22, 2026, Angel Oak Mortgage REIT, Inc. and its subsidiary AOMR TRS SPE, LLC amended the Pricing Side Letter for their loan financing facility with Global Investment Bank 2. The amendment updates the seller underwriting guidelines to include home equity revolving lines of credit and extends the termination date of the facility to April 21, 2028. No financial terms or performance metrics were disclosed in the filing.

• ·Amendment No. 5 to the Pricing Side Letter attached as Exhibit 10.1
• ·Filing signed on April 27, 2026

27-04-2026

Cleco Partners L.P., indirect parent of Cleco Corporate Holdings LLC and Cleco Power LLC, entered into an Equity Purchase Agreement on April 24, 2026, with entities sponsored by Stonepeak and Bernhard Capital Partners to sell all outstanding equity interests in Cleco Group LLC. The transaction remains subject to customary closing conditions, including regulatory approvals from the Louisiana Public Service Commission and expiration of the Hart-Scott-Rodino waiting period, with no assurance of completion. Cleco is expected to remain privately held post-transaction.

• ·Address of principal executive offices: 2030 Donahue Ferry Road, Pineville, Louisiana 71360-5226
• ·Registrant telephone: (318) 484-7400

27-04-2026

LendingClub reported Q1 2026 results with record pre-tax income of $67.3 million, net income of $51.6 million (+342% YoY), diluted EPS of $0.44 (+340% YoY), and loan originations up 31% YoY to $2.7 billion, alongside strong credit metrics including 40% lower delinquencies and ROTCE of 14.5%. Total net revenue rose 16% YoY to $252.3 million but declined 5% QoQ, driven by a 27% QoQ drop in non-interest income, while non-interest expense increased 28% YoY and 9% QoQ. The company announced a rebrand to Happen Bank in summer 2026, entry into home improvement loans, and executed $26 million in stock repurchases.

• ·Deposits grew 14% YoY to $10.2B with 88% FDIC-insured.
• ·CET1 capital ratio of 17.0%; Tier 1 leverage ratio of 11.9%.
• ·Net charge-off ratio improved to 3.5% from 6.1% YoY.
• ·Q2 2026 guidance: loan originations $3.0B-$3.1B, diluted EPS $0.40-$0.45.
• ·FY 2026 guidance: loan originations $11.6B-$12.6B, diluted EPS $1.65-$1.80.

27-04-2026

Level Wealth Management LLC filed its Form 13F-HR on April 27, 2026, reporting 67 holdings with a total market value of $213,455,343 as of March 31, 2026. The portfolio features significant positions in Vanguard index funds and ETFs such as Vanguard Total Stock Market (17,046,000 shares), Vanguard FTSE Developed Markets ETF (3,729,590 shares), and Vanguard International Equity Index Fund (1,388,350 shares), alongside stocks including Apple Inc. (319,300 shares), Microsoft Corp. (547,100 shares), and NVIDIA Corp. (187,700 shares). No changes in holdings were indicated.

• ·Report period end: March 31, 2026
• ·Filing CIK: 0002036775
• ·State of incorporation: NC
• ·Business address: 204 Muirs Chapel Road Suite 100, Greensboro, NC 27410
• ·Phone: 336-365-1432
• ·SEC file number: 028-24610
• ·Investment adviser CRD: 801-126572

27-04-2026

Commerce Bancshares, Inc. disclosed owning 411,723 shares of Visa Class B-2 common stock, carried at zero value as of March 31, 2026, and tendered all shares in Visa's Exchange Offer on April 13, 2026, expecting a significant gain if accepted in Q2 2026 from conversion to Class B-3 and Class C shares. However, the company may reposition its available-for-sale debt securities portfolio through sales, potentially resulting in a significant loss in the same quarter. The decision depends on market conditions, gain size, and other factors.

• ·Visa’s Issuer Tender Offer Statement on Schedule TO and Prospectus dated April 6, 2026.
• ·Shares carried at zero value on balance sheet as of March 31, 2026.
• ·Exhibit 99.1: Press release dated April 27, 2026.

27-04-2026

Fidelity D&D Bancorp, Inc. amended and restated its By-Laws effective April 21, 2026, as disclosed in an 8-K filing on April 27, 2026 under Items 5.03 and 9.01. The updated By-Laws detail provisions for corporate offices, shareholder meetings (annual by May 31, special meetings callable by majority Board or 20% shareholder votes), quorum (majority votes), voting rights, proxies, record dates, and director nominations (requiring 60-day notice for non-Board nominees). No financial metrics, changes in performance, or material impacts are mentioned.

• ·Registered office: 507 Linden Street, Scranton, Pennsylvania 18503.
• ·Shareholder meeting notice: at least 10 days.
• ·Record date: not more than 90 days prior to meeting.
• ·Proxy validity: max 11 months unless specified, not over 3 years.
• ·Director nominations by non-Board shareholders: written notice 60 days prior to meeting.
• ·Board classified into 3 classes, each serving 3-year terms.

27-04-2026

Leelyn Smith, LLC filed its 13F-HR report disclosing $713,058,495 in holdings across 154 positions as of March 31, 2026, all managed with sole voting and investment discretion. Largest positions include VanEck Morningstar Wide Moat ETF ($49.5M, 511,612 shares), Schwab Strategic Trust U.S. Dividend Equity ETF ($48.7M, 1,586,958 shares), TCW ETF Trust Flexible Income ($31.1M, 791,161 shares), and Fidelity Merrimack Street Trust Total Bond ETF ($30.8M, 674,311 shares). Notable stock holdings feature NVIDIA ($14.4M), Microsoft ($11.4M), and Apple ($9.6M), with no period-over-period changes disclosed in the filing.

• ·All 154 positions reported with sole shared voting power (SH SOLE) matching total shares held.
• ·Filing CIK: 0001777817; Filer address: 10 N. Third Street, Geneva, IL 60134.
• ·No other voting powers reported (0 for defined, shared, put/call).

27-04-2026

Chicago Capital Management, LLC filed its quarterly 13F-HR on April 27, 2026, disclosing total holdings of $120,713,743 across 29 positions as of March 31, 2026. The portfolio features a mix of common stocks and notes, with notable positions in Chart Industries Inc (value $8,270,000), Arcellx Inc (value $8,037,400), and Amicus Therapeutics (value $7,230,000). No period-over-period changes or performance metrics are provided in the filing.

• ·SEC file number: 028-16889
• ·Central Index Key: 0001580162
• ·Business address: 311 South Wacker Drive, Suite 6025, Chicago, IL 60606
• ·Many positions held with sole voting authority; some with other manager discretion

27-04-2026

MOBIX LABS, INC filed an S-1 registration statement on April 27, 2026, disclosing financial data for periods including Q4 FY2025 (2025-10-01 to 2025-12-31), FY2025 (2024-10-01 to 2025-09-30), and prior year comparisons, covering balance sheet items such as redeemable convertible preferred stock (including Series A), common stock classes A and B, PP&E (equipment, furniture, laboratory equipment, leasehold improvements), intangibles (developed technology rights, customer relationships, trade names), backlog, and related/unrelated party notes payable. The filing details product and service revenue breakdowns, convertible notes, warrants, and leases without specific monetary values in the provided tags. No period-over-period performance metrics or growth/decline percentages are numerically quantified in the excerpt.

• ·Incorporation or key event date: 2023-12-21 for MobixLabsInc (2023-12-01 to 2023-12-21)
• ·Leases include LowellMassachusettsLease and four properties as of 2025-09-30
• ·Notes payable include 7% promissory notes to related parties, convertible notes convertible to Common Class A, and notes to unrelated investors/officers/directors
• ·Intangible assets with amortization periods (min/max) for developed technology rights, customer relationships, trade names as of 2025-12-31 and 2025-09-30
• ·Backlog reported as of 2025-09-30 and 2024-09-30