S&P 500 Healthcare Sector SEC Filings — March 06, 2026

06-03-2026

NewLake Capital Partners, Inc. (NLCP) reported FY2025 total revenue of $51.1M, up 1.9% YoY from $50.1M, driven by slight increases in rental income (+1.2%) and fees, with net income attributable to common stockholders rising 0.8% YoY to $26.3M and AFFO up marginally to $43.8M. However, total assets declined 2.5% YoY to $420.8M from $431.5M, net real estate assets fell 4.3% to $370.0M primarily due to $15.5M depreciation, and net cash from operations dipped 2.1% to $42.5M. The portfolio totals $458M in investments across 1.7M sq ft, with 63.5% of rents from leases expiring after 2035 but 30.6% exposed in 2034.

• ·Vacant properties include Massachusetts (145,852 sq ft), Nevada (56,536 sq ft), and Pennsylvania (38,031 sq ft).
• ·Revolving Credit Facility unchanged at $7.6M.
• ·Accumulated Depreciation increased to $57.9M from $44.7M.
• ·Loan Receivable net $4.9M with Current Expected Credit Loss of $71K.
• ·Annualized Base Rent per Leased Square Foot weighted average $32.11.

06-03-2026

Chime Financial reported total revenue of $2.19B for the year ended December 31, 2025, up 31% YoY from $1.67B in 2024, driven by 73% growth in platform-related revenue to $686M and 18% increase in payments revenue to $1.50B, alongside 19% growth in active members to 9.5M and 16% rise in purchase volume to $134B. However, net loss ballooned to $1.01B from $25M due to a surge in stock-based compensation to $1.09B and transaction/risk losses more than doubling to $407M, with transaction margin declining to 69% from 74%; operating expenses swelled to $2.96B, particularly in technology/development (+202% to $935M). Adjusted EBITDA improved to positive $127M (6% margin) from a $7M loss.

• ·Gross margin remained flat at 88% YoY.
• ·Cost of revenue increased 27% YoY to $263M.
• ·Technology and development expenses rose 202% YoY to $935M.
• ·Net loss per share diluted: $(4.27) in 2025 vs $(0.39) in 2024.
• ·ARPAM increased 5% YoY to $257.

06-03-2026

News Corporation filed an 8-K on March 6, 2026, reporting on its ongoing $1B stock repurchase program authorizing acquisitions of Class A (NWSA) and Class B (NWS) common stock. The filing attaches Exhibits 99.1 and 99.2 with information provided to the Australian Securities Exchange (ASX) on respective dates, fulfilling daily disclosure requirements under ASX rules. No specific repurchase transactions are detailed in the filing body.

• ·Securities: Class A Common Stock (NWSA, par value $0.01) and Class B Common Stock (NWS, par value $0.01), traded on Nasdaq Global Select Market
• ·Event date: March 5, 2026; Filing date: March 6, 2026

06-03-2026

Guidewire Software reported strong H1 FY26 revenue growth of 25% YoY to $692M, driven by 32% increase in subscription and support revenue to $459M, achieving net income of $91M versus a $28M loss in H1 FY25. However, license revenue remained essentially flat at $101M YoY for H1 and declined 7% in Q2, while services showed negative gross profit in Q2; cash and equivalents dropped $290M to $408M amid investing outflows and $148M stock repurchases. Total assets slightly declined to $2.69B from $2.72B.

• ·Operating cash flow increased to $44.6M from $23.7M YoY for H1.
• ·Stock-based compensation expense $90.1M for H1 FY26 vs $79.0M prior.
• ·Business acquisition for $33.3M net of cash in H1 FY26.
• ·Convertible senior notes net $676.3M as of Jan 31, 2026.

06-03-2026

Nuveen AMT-Free Quality Municipal Income Fund extended the final mandatory redemption date of its Series 4 Variable Rate Demand Preferred Shares, aggregate liquidation preference $489.5M, from September 11, 2026, to September 11, 2056, effective March 5, 2026. The preferred shares feature weekly dividends set by a remarketing agent with a liquidity provision and are senior to common shares in liquidation and dividends. No performance declines or flat metrics were reported in this disclosure.

• ·Fund's fiscal year end is October 31.
• ·Series 4 shares are not registered under the Securities Act of 1933 and cannot be offered or sold without exemption.

06-03-2026

Jade Biosciences reported $336.2M in cash, cash equivalents, and investments as of December 31, 2025, up significantly from $69.4M at year-end 2024, following $180M in private placement proceeds, providing runway into H1 2028. Pipeline advances include JADE101 Phase 1 interim data in Q2 2026, Phase 2 initiation mid-2026, JADE201 first-in-human in Q2 2026, and JADE301 nomination with Phase 1 in H1 2027. However, R&D expenses rose 62% QoQ to $28.5M in Q4 2025 and 198% YoY to $93.1M for FY2025, G&A increased 167% QoQ to $6.4M and 374% YoY to $20.4M, driving net loss up 6% QoQ to $31.9M and 171% YoY to $127.4M.

• ·Total assets $349.8M as of Dec 31, 2025 (vs $72.8M Dec 31, 2024)
• ·Total liabilities $17.3M as of Dec 31, 2025 (down from $119.6M Dec 31, 2024)
• ·Stockholders’ equity $332.5M as of Dec 31, 2025 (vs deficit of $46.8M Dec 31, 2024)
• ·Company inception date June 18, 2024

06-03-2026

Humana Inc. filed DEFA14A additional proxy materials on March 6, 2026, notifying employees and stockholders of the 2026 Annual Meeting on April 16, 2026, at 1:00 p.m. ET via virtual webcast at www.virtualshareholdermeeting.com/HUM2026. Retirement Savings Plan 401(k) participants with Humana Common Stock Fund shares as of the February 27, 2026 record date can vote by April 8, 2026, 11:59 p.m. EDT through Charles Schwab/Broadridge. Key proposals include election of 10 directors, ratification of PricewaterhouseCoopers LLP as auditors, advisory vote on executive compensation, approval of the 2026 Stock Incentive Plan, and a stockholder proposal on golden parachutes.

• ·Record date: February 27, 2026
• ·Proxy statement filed and available starting March 6, 2026
• ·Notice and Access Card mailing for non-electronic stockholders
• ·Stockholder materials request deadline: April 2, 2026
• ·General voting deadline: April 15, 2026, 11:59 PM ET
• ·ProxyVote.com control numbers: V83468-P45111, V83469-P45111
• ·Company address: 101 East Main Street, 10th Floor, Louisville, KY 40202
• ·Contact: CorporateSecretary@humana.com

06-03-2026

Prudential Financial, Inc.'s subsidiary, The Prudential Gibraltar Financial Life Insurance Co., Ltd. (PGFL), issued a press release on March 6, 2026, disclosing instances of unauthorized removal of information by certain PGFL employees seconded to financial institutions in Japan. The Company furnished an English translation of the press release as Exhibit 99.1 under Item 7.01 Regulation FD Disclosure. No financial impacts or further details on the scope of the incident were provided.

• ·Filing signed by Brian P. Spitser, Vice President and Assistant Secretary.

06-03-2026

ArteLo Biosciences, Inc. (ARTL) filed an 8-K on March 6, 2026, reporting material modifications to the rights of security holders (Item 3.03), amendments to articles of incorporation or bylaws (Item 5.03), other events (Item 8.01), and financial statements/exhibits (Item 9.01). The filing falls under the subcategory of Charter/Bylaws Amendments, indicating potential changes to corporate governance structure. No financial metrics or period-over-period comparisons were disclosed in the available filing details.

• ·Filing accession number: 0001640334-26-000395
• ·Company CIK: 0001621221
• ·SIC: 2834 (Pharmaceutical Preparations)
• ·Incorporated in NV, located in CA, Fiscal Year End: December 31
• ·Former names: Knight Knox Development Corp. (through 2017-02-06), Reactive Medical Inc. (through 2017-04-17)

06-03-2026

Broadridge Financial Solutions, Inc. declared a quarterly cash dividend of $0.975 per share, payable on April 8, 2026, to stockholders of record at the close of business on March 16, 2026. The announcement was made via press release on March 6, 2026.

• ·Filing date: March 6, 2026
• ·Record date: March 16, 2026
• ·Payment date: April 8, 2026

06-03-2026

FIRST FINANCIAL BANKSHARES INC (FFIN) filed its DEF 14A proxy statement for the 2026 annual shareholder meeting on April 28, 2026, at 10:30 a.m. CT in Abilene, Texas, with a record date of March 2, 2026. Shareholders are asked to vote on Proposal 1: election of directors; Proposal 2: ratification of independent auditors; and Proposal 3: advisory vote on named executive officer compensation, including detailed 2025 compensation discussion and analysis with equity awards data for PEO and Non-PEO NEOs across years 2021-2025. No specific financial performance metrics or period-over-period changes are detailed in the visible content.

• ·Annual meeting location: Abilene Convention Center, 1100 North 6th Street, Abilene, Texas.
• ·RSVP for post-meeting luncheon required by April 15, 2026, via phone 325.627.7038 or email awatkins@ffin.com.
• ·Live video stream available at www.ffin.com/live-events; replay post-event.
• ·Proxy materials available at www.ffin.com/sec.

06-03-2026

SB Financial Group, Inc. reported net income of $13.974M for the year ended December 31, 2025, up 21.8% YoY from $11.47M, with diluted EPS rising 27.3% to $2.19, driven by net interest income growth of 21.4% to $48.453M amid 12.8% loan expansion to $1.181B and 13.4% deposit growth to $1.307B. However, noninterest income was essentially flat at +0.5% ($17.107M), noninterest expenses increased 9.4% to $46.999M, provision for loan losses surged 953% to $1.306M, and available-for-sale securities declined 6.4% to $188.626M. Total assets grew 12% to $1.545B, while the company repurchased 31,519 shares in Q4 2025 at an average price of $20.60, leaving 199,050 shares remaining under the program.

• ·Nonaccruing loans declined 17% YoY to $4.579M (0.39% of total loans).
• ·Nonperforming assets fell 15.1% to $4.683M (0.30% of total assets).
• ·Allowance for credit losses increased 6.7% to $16.114M (1.36% of loans).
• ·Return on average assets improved to 0.93% from 0.84%; ROE to 10.38% from 9.19%.
• ·Cash dividend payout ratio declined to 27.54% from 32.87%; dividends declared $0.60 per share (up from $0.56).

06-03-2026

Arrow Financial Corp's FY2025 net income surged 48% YoY to $44M from $30M in FY2024, with basic EPS rising to $2.65 from $1.77, driven by 19.2% growth in net interest income to $133M and NIM expansion to 3.19% from 2.74%; ROA improved to 1.00% and ROE to 10.66%. Noninterest income grew 15.5% to $32M, while efficiency ratio improved to 61.97% from 67.68%. However, noninterest expenses rose 5.8% to $103M, net loans charged-off increased to 0.19% of average loans from 0.09%, and provision for credit losses edged up to 0.21% from 0.16%.

• ·Tier 1 Leverage Ratio at 9.68% as of Dec 31, 2025 (up slightly from 9.60% in 2024)
• ·Nonperforming Assets as % of Total Assets improved to 0.20% in 2025 from 0.50% in 2024
• ·Average Assets grew to $4.39B in 2025 from $4.27B in 2024
• ·Cash Dividends Per Share increased to $1.14 in 2025 from $1.09 in 2024

06-03-2026

On March 5, 2026, Lakeland Financial Corporation's board of directors amended its share repurchase program, increasing the total authorization from $30M to $60M for common stock repurchases until April 30, 2027. As of that date, approximately $34M remains available under the amended program. Repurchases may occur via open market, block trades, or private negotiations, though the program does not obligate any specific purchases and can be modified or suspended at any time.

• ·Repurchases authorized in open market, block trades, or privately negotiated transactions

06-03-2026

GAAP net income declined nearly 10% YoY to $23.4M in 2025 from $26.0M in 2024, primarily due to $7.9M in merger-related expenses from the Susquehanna acquisition, though adjusted net income rose 15% to $29.8M. Net interest income increased 16% to $91.9M driven by 7.3% average loan growth and 8.3% deposit growth, lifting NIM to 3.61% from 3.30%; however, noninterest expenses excluding merger costs rose 7.8% to $80.0M. GAAP EPS fell to $1.46 from $1.69, while adjusted EPS improved to $1.85.

• ·Average brokered deposits decreased $50.4M to $11.1M; average borrowed funds decreased $44.3M.
• ·Trust revenue increased $284k to $8.2M due to equity appreciation and estate fees.
• ·Other noninterest income up $407k to $5.6M including credit enhancement fees (+$117k), merchant services (+$66k).
• ·Debit card interchange revenue up $347k to $4.6M.
• ·Other noninterest expense up $1.2M to $11.5M.

06-03-2026

Muncy Columbia Financial Corporation (CCFN) has issued its DEF 14A proxy statement for the Annual Meeting of Shareholders on April 23, 2026, at 10:30 a.m. ET, to elect four Class 1 directors for three-year terms and ratify S.R. Snodgrass P.C. as the independent registered public accounting firm for the year ending December 31, 2026. The record date is February 23, 2026, with 3,536,754 shares of common stock outstanding. Proxy materials are available online at www.edocumentview.com/CCFN starting on or about March 13, 2026.

• ·Meeting location: Lightstreet Office of Journey Bank, 1199 Lightstreet Road, Bloomsburg, Pennsylvania 17815.
• ·Board of Directors recommends voting 'FOR' both proposals.
• ·Voting methods: telephone, internet, mail proxy card, or in person.
• ·Plurality vote required for director election; majority of votes cast for auditor ratification.

06-03-2026

Flushing Financial Corp's total mortgage loan portfolio declined 1.7% YoY to $5.23B at December 31, 2025, from $5.32B, while commercial business loans decreased 0.5% to $1.41B; however, CRE mortgage originations rose 30% to $211M and total commercial originations increased 33% to $273M. Non-performing loans rose 25% YoY to $42M (0.63% of gross loans) from $33M (0.49%), with non-performing assets up 15% to $59M (0.68% of total assets). Deposits experienced a net decrease of $97M in 2025 after prior growth, though total borrowings fell 47% to $485M.

• ·Mortgage loan charge-offs in 2025: $4.1M (up from $0.4M in 2024)
• ·Commercial business loan charge-offs in 2025: $7.3M (down slightly from $7.5M in 2024)
• ·Total securities available for sale fair value: $1.39B at end 2025 (down from $1.50B in 2024)
• ·FHLB-NY advances balance: $184M at end 2025 (down 71% from $629M in 2024)

06-03-2026

Columbia Financial, Inc. (CLBK) reported total loans receivable of $8.3B at December 31, 2025, up 4.7% YoY from $7.9B in 2024, supported by strong multifamily ($233M originated) and commercial real estate ($325M originated) loan growth. Average deposits increased 4.3% YoY to $8.2B with a reduced weighted average rate of 2.39% versus 2.56% in 2024; however, total securities fair value rose modestly 8.4% YoY to $1.5B amid declines in mortgage-backed securities amortized cost (flat) and certain originations like one-to-four family loans (down 4.2% to $118M). Borrowings showed mixed trends with FHLB advances end balance up 9.6% to $1.2B but maximum outstanding down 21.4% YoY.

• ·Multifamily loans: $1.68B (21.0% of gross loans) with 59.0% avg LTV and 1.59 DSCR at Dec 31, 2025.
• ·Investor Owned CRE total: $1.85B (23.1% of gross loans) with subcategories like Retail/Shopping centers $542M (1.57 DSCR).
• ·Equity compensation plans approved by stockholders: weighted avg exercise price $16.22.

06-03-2026

CENTRAL PACIFIC FINANCIAL CORP (CPF) filed Definitive Additional Proxy Materials (DEFA14A) on March 06, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing was made by the registrant with no fee required. No specific proposals, financial data, or other substantive details are provided in the document.

• ·Filing Type: DEFA14A (Definitive Additional Materials)
• ·Filed by the Registrant

06-03-2026

On March 2, 2026, Michele Farmer voluntarily resigned as Chief Accounting Officer of Pacific Biosciences of California, Inc. (PACB) effective March 21, 2026, with no disagreements or severance, and CFO Jim R. Gibson will serve as principal accounting officer without compensation changes. On March 5, 2026, PACB entered a binding term sheet with Personal Genomics of Taiwan, Inc. (PGI) to settle litigation, gaining a worldwide royalty-free license to U.S. Patent No. 7,767,441 and a 5.5-year covenant not to sue, but requiring fixed payments of $8M in Q1 2026 and $5M annually in Q1 2027-2029 (potentially $7M in 2027 if 2026 revenue meets $165M/$180M thresholds). The settlement provides litigation certainty and supports growth but incurs significant cash outflows totaling $23M-$25M.

• ·Ms. Farmer’s resignation is not connected to any disagreement on operations, policies, or accounting practices.
• ·No arrangements or understandings between Mr. Gibson and others for his appointment as principal accounting officer.
• ·Information on Mr. Gibson incorporated from Proxy Statement filed April 23, 2025.
• ·Covenant not to sue runs with the patents and binds PGI’s successors and transferees.
• ·Settlement includes release of claims for damages prior to and during covenant term.

06-03-2026

Harvard Bioscience, Inc. (HBIO) held a Special Meeting of Stockholders on March 6, 2026, with 27,715,066 shares present (61.97% quorum), overwhelmingly approving a reverse stock split proposal (27,004,721 FOR vs. 677,700 AGAINST). The Board selected a 1-for-10 ratio, effective 4:30 p.m. ET on March 13, 2026, reducing outstanding common shares from 44,179,894 to approximately 4,471,989 while authorized shares remain at 80,000,000. The adjournment proposal was also approved (26,970,042 FOR), and split-adjusted trading under HBIO begins March 16, 2026, with a new CUSIP.

• ·Record date: January 21, 2026
• ·Proxy statement filed: January 30, 2026
• ·Adjournment Proposal votes: 26,970,042 FOR, 630,369 AGAINST, 114,655 ABSTAIN
• ·No fractional shares issued; cash payment from aggregated sale proceeds
• ·New CUSIP post-split: 416906204

06-03-2026

Core Scientific, Inc. (Nasdaq: CORZ) completed the initial closing of a $500M 364-day loan facility from Morgan Stanley, with an accordion feature allowing expansion up to $1B total commitments, subject to conditions. The facility bears interest at SOFR + 2.50% and proceeds will fund data center development, including equipment purchases and energy procurement. CEO Adam Sullivan highlighted that it strengthens liquidity and financial flexibility to accelerate project timelines.

• ·Facility term: 364 days
• ·Expected use of proceeds: general corporate purposes for data center assets, including equipment costs, pre-development, real property acquisition, and energy procurement agreements
• ·Transition strategy: converting facilities from digital asset mining to AI-related workloads and next-generation colocation

06-03-2026

HBT Financial, Inc. reported net income of $77M for the year ended December 31, 2025, up 7.3% YoY from $72M, supported by net interest income growth of 5.3% to $199M and noninterest income increase of 7.4% to $38M. However, noninterest expenses rose 4.4% to $129M, return on average stockholders' equity declined to 13.24% from 13.93%, and average loans grew only 1.3% while ending loans were flat at $3.46B. Total assets expanded modestly 0.8% to $5.07B with deposits up 0.9% to $4.36B.

• ·Provision for credit losses remained low at $3.2M in 2025, similar to $3.0M in 2024.
• ·Efficiency ratio improved slightly to 53.44% from 53.99%.
• ·Cost of total deposits declined to 1.19% from 1.30%.
• ·Card income declined 2.4% YoY to $10.8M; mortgage servicing down 7.3% to $4.1M.

06-03-2026

O’Reilly Automotive, Inc. entered into an Underwriting Agreement on March 5, 2026, with BofA Securities, Inc., J.P. Morgan Securities LLC, and Wells Fargo Securities, LLC as representatives of the underwriters for the issuance and sale of $850M aggregate principal amount of 5.100% Senior Notes due 2036. Estimated net proceeds of approximately $841M will be used to repay outstanding 3.550% senior notes due 2026 at maturity, repay a portion of commercial paper borrowings, and for general corporate purposes including working capital, share repurchases, acquisitions, and related fees.

• ·Underwriting Agreement includes customary representations, warranties, covenants, and indemnification of underwriters against certain liabilities.
• ·Common stock ($0.01 par value) trades on NASDAQ Global Select Market under symbol ORLY.

06-03-2026

Absci Corporation (Nasdaq: ABSI) appointed Ransi Somaratne, M.D., FACC, MBA, former Senior Vice President of Clinical Development at Vertex Pharmaceuticals, as Chief Medical Officer to lead clinical development of its AI-designed therapeutics pipeline, including flagship ABS-201 for hair regrowth and endometriosis. Concurrently, Chief Innovation Officer Andreas Busch, Ph.D., will retire from executive duties effective March 31, 2026, but will continue as co-chair of the Scientific Advisory Board. This transition strengthens clinical leadership while retaining key scientific expertise.

• ·Announcement date: March 3, 2026; Filing date: March 6, 2026
• ·Absci headquartered in Vancouver, WA, with AI Research Lab in New York City and Innovation Center in Switzerland
• ·Dr. Somaratne co-authored over 30 peer-reviewed papers, including in NEJM and JAMA

06-03-2026

Solid Biosciences Inc. entered into a securities purchase agreement on March 6, 2026, for a private placement of 14,973,257 shares at $5.61 per share and pre-funded warrants to purchase 27,807,482 shares at $5.609 each, expecting $240M gross proceeds and $226.8M net proceeds, closing around March 9, 2026. Preliminary unaudited cash, cash equivalents, and available-for-sale securities stood at $187.9M as of December 31, 2025. Combined with existing cash, net proceeds extend the cash runway into the first half of 2028 to fund pipeline development, business development, and general corporate purposes.

• ·Private placement closing expected on or about March 9, 2026, with investors restricted from trading until after March 11, 2026.
• ·Registration rights agreement requires resale registration statement filing within 30 days of closing, with effectiveness targets and 1% monthly liquidated damages for delays.
• ·Pre-funded warrants exercisable at $0.001 per share immediately until fully exercised, subject to beneficial ownership caps.

06-03-2026

Canadian Pacific Railway Company completed an offering of $600M aggregate principal amount of 4.000% notes due 2029 and $600M aggregate principal amount of 5.500% notes due 2056, for a total of $1.2B, guaranteed by parent Canadian Pacific Kansas City Limited. The notes were issued pursuant to an Eighth Supplemental Indenture dated March 6, 2026, following an Underwriting Agreement dated March 4, 2026, with lead underwriters Goldman Sachs & Co. LLC, Barclays Capital Inc., Citigroup Global Markets Inc., and SMBC Nikko Securities America, Inc. The offering was registered under a Form F-10 (File No. 333-285353).

• ·Underwriting Agreement dated March 4, 2026
• ·Eighth Supplemental Indenture dated March 6, 2026
• ·Prospectus dated March 6, 2025, supplemented March 4, 2026
• ·Original Indenture dated September 11, 2015
• ·Registration statement on Form F-10 (File No. 333-285353) filed February 27, 2025

06-03-2026

Civista Bancshares reported net income of $46.2M for 2025, up 46% YoY from $31.7M in 2024, driven by net interest income growth of 19% to $138.6M and net interest margin expansion to 3.61% from 3.21%, with total assets reaching $4.34B. However, noninterest income declined 10% YoY to $34.0M amid lower lease revenue, while noninterest expenses remained flat at $113.9M, and net income remained below 2023's $43.0M peak. The company completed the Farmers Savings Bank acquisition, issuing shares worth $31.2M.

• ·Diluted EPS $2.64 in 2025, up from $2.01 in 2024 but below $2.73 in 2023
• ·Provision for credit losses $3.4M in 2025, down from $5.4M in 2024
• ·Common dividends $0.68 per share in 2025, up from $0.64
• ·Shareholders’ equity $543.5M at Dec 31, 2025, up 40% from $388.5M in 2024
• ·Noninterest-bearing deposits flat at $702M end-2025 vs $695M end-2024

06-03-2026

CID Holdco, Inc. entered into a secured loan agreement dated December 4, 2025, with J.J. Astor & Co. for up to $5M in funding across an initial $2M tranche and up to three $1M additional tranches, issuing notes with original issue amounts of $2.6M initial and $1.3M each additional, subject to lender discretion and stock price/volume conditions. The loans carry 4% origination fees ($80K initial, $40K per additional) deducted from proceeds, with net funding at 96%, and are secured by a senior lien on all company assets. No prior period comparisons available as this represents new debt financing.

• ·Loans secured by senior first priority lien on all assets of Company and Subsidiary Guarantors via Security Agreement and Subsidiary Guarantees.
• ·Additional tranches subject to Lender's sole discretion, Company's Common Stock meeting Minimum Closing Prices and Minimum Volume Requirements.
• ·Exemption from securities registration under Section 4(a)(2) and/or Rule 506(b) of Regulation D.

06-03-2026

Fairfax Financial Holdings Limited (FRFXF) filed its Form 40-F annual report for the fiscal year ended December 31, 2025, on March 6, 2026, incorporating IFRS disclosures on insurance contracts, investments, associates, and segments including Property & Casualty Insurance & Reinsurance, Life Insurance & Run-off, Non-Insurance, and Investment Management. The report details maturity analyses of liabilities in USD, GBP, EUR, and CAD across time buckets (not later than one year, 1-5 years, 5-10 years, 10-15 years), fair value inputs for investment properties, intangibles, and sensitivities, with references to global subsidiaries and associates but no specific numerical financial results in the provided content. Prior year (2024) comparisons are indicated structurally across segments and geographies including North America, Europe, International, Asia, India, and Latin America.

• ·Geographic disclosures include US, CA, Europe.
• ·Segments: NorthAmericanInsurers, InternationalInsurersAndReinsurers, GlobalInsurersAndReinsurers, RunoffReportableSegment, RestaurantsAndRetail, FairfaxIndia.

06-03-2026

Newbury Street II Acquisition Corp, a blank check company, reported net income of $6.6M for the year ended December 31, 2025, up significantly from $1.0M in the prior partial period, driven by $7.3M in interest income as the Trust Account grew 4.2% to $181.8M at a redemption value of $10.54 per share. However, operating losses widened to $0.69M due to higher G&A costs, cash balances declined 38% to $0.77M, current assets fell 38%, and shareholders' deficit worsened 14% to $(5.3M).

• ·Company inception date: June 18, 2024
• ·Filing date: March 06, 2026

06-03-2026

Ategrity Specialty Insurance Co Holdings (ASIC) reported robust growth for the year ended December 31, 2025, with gross written premiums up 33.1% YoY to $582M, net written premiums surging 41.9% to $425M, and underwriting income increasing 141.2% to $43M, leading to net income of $76M (up 41.1% YoY) and an improved combined ratio of 88.2% from 93.9%. Net investment income rose 76.2% to $42M, boosting income before taxes by 44.7% to $96M. However, net realized and unrealized gains on investments declined 55.0% to $13M, cash equivalents investment income fell 58.0%, and net cash used in investing activities widened to $274M from $363M.

• ·Loss ratio improved to 58.7% from 60.3% YoY.
• ·Expense ratio declined to 29.5% from 33.6% YoY.
• ·Diluted EPS increased to $1.58 from $1.28 YoY.
• ·Adjusted diluted EPS rose to $1.61 from $1.32 YoY.
• ·Net cash change was positive $3M in 2025 vs negative $238M in 2024.