S&P 500 Industrials Sector SEC Filings — March 02, 2026

02-03-2026

Venture Global reported record FY 2025 revenue of $13.8B, up 177% YoY, with Consolidated Adjusted EBITDA of $6.3B (+198% YoY), driven by 380 LNG cargos exported (+170% YoY) and strong Plaquemines commissioning; Q4 revenue reached $4.4B (+192% YoY) and EBITDA $2.0B (+191% YoY). However, net income growth was slower at 53% YoY to $2.3B for FY and 23% YoY to $1.1B for Q4, due to lower LNG sales prices net of feed gas at Calcasieu, unfavorable interest rate swaps, and higher interest expense. The company announced new SPAs totaling ~9.75 MTPA, financings including $3.0B notes and $2.0B revolver, and 2026 EBITDA guidance of $5.2B-$5.8B amid expected 486-527 cargos.

• ·Expects 145-156 cargos from Calcasieu and 341-371 from Plaquemines in 2026.
• ·Plaquemines Phase I COD targeted Q4 2026; CP2 Phase II FID H1 2026.
• ·Hanwha SPA: 1.5 MTPA for 20 years starting 2030; Trafigura: 0.5 MTPA for 5 years from 2026.
• ·Prepaid $3.2B construction term loan with $3.0B notes proceeds.
• ·Q1 2026 EBITDA guidance $1.15B-$1.25B impacted by Winter Storm Fern and margin compression.

02-03-2026

On February 28, 2026, the Board of Directors of Public Company Management Corp (PCMC) approved an amendment and restatement of Article 4 of its Articles of Incorporation, authorizing 550M shares of capital stock: 500M shares of common stock ($0.001 par value) and 50M shares of preferred stock ($0.001 par value), with board authority to designate series of preferred stock. The amendment was approved by written consent of stockholders holding 23,946,307 shares, representing 70.3% of the voting power. It becomes effective upon filing with the Nevada Secretary of State no earlier than 20 days after mailing the Schedule 14C Information Statement around March 14, 2026; no new shares are issued by this action alone.

• ·PCMC is a blank check company (SIC 6770) with common stock trading on OTC Market under ticker PCMC.
• ·Fiscal year end: September 30.
• ·EIN: 88-0493734; Incorporated in Nevada.
• ·Principal executive offices: 9350 Wilshire Boulevard, Suite 203, Beverly Hills, CA 90212.
• ·Information Statement on Schedule 14C to be mailed around March 14, 2026 to stockholders of record as of February 28, 2026.

02-03-2026

Home BancShares, Inc. (HOMB) filed an 8-K with supplemental disclosures to the proxy statement/prospectus for its pending merger with Mountain Commerce Bancorp, Inc. (MCBI), announced December 7, 2025, to address shareholder requests without admitting any legal requirement. The supplements detail standstill provisions in prior NDAs (most expired, one remains until March 6, 2026, with no post-announcement contacts), update Piper Sandler & Co.'s comparable company analyses showing MCBI's total assets at $1.8B and ROAA of 0.64% versus Home's $22.7B assets and 2.01% ROAA, and add discount rate details (10.86%) for net present value analyses. No period-over-period financial performance data or merger timeline updates provided.

• ·Registration Statement on Form S-4 (File No. 333-292708) filed January 13, 2026, amended January 29, 2026, effective January 30, 2026.
• ·Proxy statement/prospectus mailed to MCBI shareholders on or about January 30, 2026.
• ·Standstill provisions in NDAs: expired for all but one as of March 1, 2026; remaining expires March 6, 2026.
• ·No contacts from prior NDA parties regarding acquisition since Merger announcement.
• ·Piper Sandler discount rate components: Risk Free Rate 4.75%, Equity Risk Premium 5.00%, Size Premium 2.66%, Industry Premium -1.55%.

02-03-2026

Climb Global Solutions, Inc. (CLMB) filed an 8-K on March 2, 2026, under Items 8.01 (Other Events) and 9.01 (Financial Statements and Exhibits). The filing incorporates a press release dated March 2, 2026, as Exhibit 99.1. It was signed by Matthew Sullivan, Chief Financial Officer; no specific financial metrics, performance data, or event details are disclosed in the provided content.

02-03-2026

Sturm, Ruger & Company reported Q4 2025 net sales of $151.1M, up 3.6% YoY from $145.8M, and full-year sales of $546.1M, up 1.9% YoY from $535.6M, with new products contributing 33% ($173M) of sales and sell-through up 4.5% despite NICS down 4.1%. However, profitability declined sharply with Q4 diluted EPS at $0.21 (vs $0.62 YoY) and full-year net loss of $0.27/share (vs $1.77 profit YoY), alongside an operating loss of $12.3M and gross profit down to $81.2M from $114.4M. The company generated $54.3M in operating cash flow, returned $36.1M to shareholders via dividends and buybacks, and declared a $0.08/share dividend.

• ·Company finished goods inventories decreased 47,700 units in 2025 due to model rationalization.
• ·Distributors’ inventories decreased 33,500 units in 2025.
• ·Total assets $342M as of Dec 31, 2025 (down from $384M in 2024); net inventories $42.9M (down from $76.5M).
• ·Current ratio 3.9 to 1 with no debt as of Dec 31, 2025.
• ·FY 2025 capex included $15M for Anderson acquisition in Hebron, KY.
• ·Quarterly dividend of $0.08/share payable March 31, 2026 to shareholders of record March 16, 2026 (40% of net income).

02-03-2026

Generate Biomedicines, Inc. filed an Amended and Restated Certificate of Incorporation on March 02, 2026, restating and integrating its prior certificate from September 2, 2021, originally filed as Flagship VL56, Inc. on August 20, 2018. The document authorizes a total of 510 million shares of capital stock, comprising 500 million shares of common stock and 10 million shares of undesignated preferred stock, both with $0.001 par value. Notable governance changes include prohibiting stockholder actions by written consent, restricting special meetings to board initiation, and implementing a classified board structure with staggered terms post-IPO.

• ·Registered office: Corporation Trust Center, 1209 Orange Street, Wilmington, New Castle County, Delaware 19801.
• ·Registered agent: The Corporation Trust Company.
• ·Directors may be removed only for cause by 2/3 vote of voting power.
• ·Board size fixed exclusively by board resolution; classified into three classes post-IPO with staggered three-year terms.
• ·Vacancies filled solely by board, not stockholders.

02-03-2026

First Bancorp announced that Michael G. Mayer retired as President of the Company and Chief Executive Officer of First Bank effective February 28, 2026, as part of its succession plan. Mr. Mayer will continue serving as a director on the Boards of Directors of both the Company and First Bank. The 8-K filing was signed by Richard H. Moore, Chief Executive Officer, on March 2, 2026.

02-03-2026

Federal Signal's FY2025 net sales reached $2.181B, up 17% YoY from $1.861B in FY2024 and reflecting a 13% CAGR (7% organic) since 2016, driven by ESG (84% of sales) and recent capacity expansions. The company achieved 102% average 5-year cash conversion and Q4 2025 LTM net debt leverage of 1.1x, with strong aftermarket growth at ~14% CAGR (2015-2025). However, backlog-intensive products slipped slightly to 45% of net sales from 50% in 2015, and historical net sales declined 7% in 2020 amid COVID.

• ·Q4 2025 LTM Net Debt Leverage: 1.1x
• ·#1 North America market share in Vacuum Trucks, Dump Truck Bodies & Trailers, Multi-Purpose Maintenance Vehicles, Road-Marking and Line-Removal, Metal & Mineral Extraction Support
• ·Recent acquisition of Mega Corporation in January 2026 enhances metal extraction support
• ·Water taxes funding CAGR ~4.4% (2010-2024)
• ·Sewer cleaners ordered with hydro-excavation package CAGR ~6% (2011-2025)

02-03-2026

Independence Realty Trust, Inc. (IRT) filed an 8-K on March 02, 2026, under Items 7.01 (Regulation FD Disclosure) and 9.01, furnishing Exhibit 99.1. No substantive financial, operational, or performance data is provided in the filing content.

• ·Filing Type: 8-K
• ·Items Reported: 7.01, 9.01
• ·Subcategory: Regulation FD Disclosure

02-03-2026

Whirlpool Corporation updated its 2026 ongoing (Non-GAAP) EPS guidance to ~$6.00 from the prior ~$7.00 provided on January 28, 2026, following public offerings of common stock and depositary shares, which increased weighted-average diluted shares outstanding to 71.3M from 57.4M (~24% rise) and dividends paid to ~$270M from ~$200M (~35% rise). While interest expense is lowered to ~$293M from ~$330M (~11% decline pre-tax), the net impact dilutes EPS by ~$1.00. GAAP reported EPS outlook remains ~$5.35, reconciled to ongoing EPS after ~$0.75 restructuring expense and ~(0.10) tax impact at a 25% tax rate.

• ·Public offerings completed: shares of common stock (WHR on NYSE/NYSE Texas) and depositary shares (WHR-PRA on NYSE).
• ·GAAP reconciliation adjustments: Restructuring expense ~$0.75 per diluted share (pre-tax), total income tax impact ~(0.10), normalized tax rate adjustment —.

02-03-2026

Kairos Pharma, Ltd. (NYSE American: KAPA) announced binding terms to acquire exclusive worldwide rights to CL-273, a next-generation AI-designed pan-EGFR inhibitor for EGFR-mutant NSCLC, from OrbiMed and Torrey Pines-backed Celyn Therapeutics, targeting a $16.2B market opportunity in 2026. CEO John Yu described the transaction as value-accretive and pivotal for expanding the oncology pipeline with a potentially best-in-class asset addressing resistance in lung cancer. No financial terms of the deal were disclosed, and completion remains subject to risks outlined in forward-looking statements.

• ·CL-273 is a reversible, wild-type-sparing small-molecule inhibitor targeting resistant EGFR mutations in NSCLC.
• ·EGFR mutations occur in 10-15% of Western NSCLC cases and up to 50% in Asian populations.
• ·Celyn Therapeutics focuses on small-molecule oncology drugs including EGFR- and c-MET-pathway inhibitors.
• ·ENV-105 is in Phase 2 for castrate-resistant prostate cancer and Phase 1 for NSCLC; not yet FDA-approved.
• ·D. Boral Capital, LLC acted as sole financial advisor.

02-03-2026

Bandwidth Inc. repurchased $100M aggregate principal of its 0.50% Convertible Senior Notes due 2028 at a discount to par via privately negotiated agreements, reducing outstanding principal from $250M to $150M, with closing expected on March 4, 2026. Simultaneously, its 0.25% Convertible Senior Notes due 2026 matured on March 1, 2026, and were fully retired with cash on hand, simplifying the capital structure and eliminating nearer-term maturities. The moves support a balanced capital allocation including an $80M share repurchase program, backed by record Q4 2025 profitability and expectations for 16% revenue growth and nearly 30% Adjusted EBITDA growth in 2026.

• ·Repurchases conducted via separate, privately negotiated agreements with a limited number of holders
• ·Repurchases payable in cash at a discount to par value
• ·Capped call transactions related to 2028 Notes expected to remain in effect

02-03-2026

Eaton Corporation plc (NYSE:ETN) announced the appointment of David Foster as Executive Vice President and Chief Financial Officer effective March 2, 2026, succeeding Olivier Leonetti who will depart on March 13, 2026, as part of a planned transition. Foster rejoins after a 29-year career with Eaton, bringing expertise in finance, operations, and markets during a period of unprecedented demand and growth. The company reported $27.4B in revenues for 2025 while serving customers in 180 countries.

• ·Foster previously held roles in FP&A, Controllership, Corporate Development, Treasury, M&A, and was SVP Finance and Planning, Industrial Sector before retiring in 2022.
• ·Foster holds a bachelor’s degree from the University of Michigan and a master’s degree in Manufacturing Management from Kettering University.
• ·Eaton founded in 1911.

02-03-2026

Teradata Corporation expanded its Board from nine to ten directors and elected Melissa Fisher as a Class I director effective March 1, 2026, appointing her to the Audit Committee and Nominating and Governance Committee as an Audit Committee Financial Expert. This follows a Cooperation Agreement with Lynrock Lake parties announced on February 11, 2026. Director Daniel Fishback will retire at the 2026 Annual Meeting with no disagreements on company matters.

• ·Ms. Fisher determined independent under NYSE and SEC requirements.
• ·No other arrangements or Item 404(a) transactions involving Ms. Fisher.
• ·Mr. Fishback has served since 2017 and remains on Compensation and People Committee until retirement.
• ·Proxy statement describing compensation program filed March 27, 2025.

02-03-2026

Rhythm Pharmaceuticals announced additional positive 52-week data from its Phase 3 TRANSCEND trial of setmelanotide in acquired hypothalamic obesity, showing a -18.8% placebo-adjusted difference in BMI reduction across 142 patients (including 12 Japanese and 10 supplemental patients), with the setmelanotide group (n=94) achieving -16.4% BMI reduction vs. +2.4% for placebo (n=48). Among patients aged 12+ (n=98), setmelanotide reduced weekly hunger scores by an average of 2.5 points vs. 1.3 points for placebo. The sNDA is under FDA review with a PDUFA goal date of March 20, 2026, and final data submission planned for March 2, 2026.

• ·Trial met primary endpoint (p<0.0001) and key secondary endpoint for hunger score in patients aged 12+ (p=0.0015).
• ·EMA CHMP expected to issue opinion in Q2 2026 with potential EC marketing authorization in H2 2026.
• ·Plans to submit full data package to Japan PMDA for marketing authorization.
• ·Acquired hypothalamic obesity estimated at 10,000 patients in US and Europe, 5,000-8,000 in Japan.

02-03-2026

Artificial Intelligence Technology Solutions, Inc. (AITX), through its subsidiary Robotic Assistance Devices, Inc. (RAD), announced a new channel partner placed an immediate first-day order for two RIO™ 360 units, one ROSA™ system, and three SARA™ software licenses, signaling strong confidence in RAD's expanding channel ecosystem and integrated autonomous security solutions. This aligns with RAD's strategy of scaling via committed multi-system deployments in the nearly $50B USD security industry, where RAD offers 35%-80% cost savings over manned guarding. RAD maintains a prospective sales pipeline with over 35 Fortune 500 companies, though no specific order value or revenue impact was disclosed.

• ·RAD has successfully completed SOC 2 Type 2 audit, validating internal controls for customer data protection.
• ·RAD invites security professionals to ISC West 2026 for live demonstrations and meetings.
• ·All RAD technologies, AI-based analytics, and software platforms are developed in-house.

02-03-2026

Public Storage released a same-store operating update for the period ended February 25, 2026, covering 2,755 facilities (192.1M sq ft), with occupancy improving to 91.7% from 90.6% (+1.1%). However, move-in activity weakened significantly, with contract rents gained from move-ins declining 10.2% to $36.9M, square footage down 5.7%, and average rent per sq ft falling 4.7% to $11.93, while annual contract rent per occupied sq ft was nearly flat at $22.13 (-0.1%). Promotional discounts decreased 16.0% to $9.2M and contract rents lost from move-outs fell 7.6% to $53.5M.

• ·Same Store Facilities owned and operated on stabilized basis since January 1, 2024
• ·Investor Presentation posted on March 1, 2026, for upcoming investor conference
• ·Annual Report on Form 10-K for year ended December 31, 2025 filed February 12, 2026

02-03-2026

KinderCare Learning Companies, Inc. filed an 8-K on March 02, 2026, disclosing that on February 26, 2026, its Compensation Committee approved the KinderCare Learning Companies, Inc. Short Term Incentive Plan, effective January 4, 2026. The Plan governs annual performance-based cash bonus awards for selected officers and employees, tied to financial, operational, and strategic metrics determined by the Committee. No specific performance targets, award amounts, or participant details were disclosed in the filing.

• ·Plan attached as Exhibit 10.1
• ·Compensation Committee has authority to adjust awards for unusual or non-recurring events

02-03-2026

Equity Residential announced that senior management, including President and CEO Mark J. Parrell, will participate in a roundtable at the Citi 2026 Global Property CEO Conference on March 3, 2026, at 11:00 a.m. ET, with a live webcast available on their website. The company has posted an updated Investor Presentation including an operating update in the Investor section of www.equityapartments.com. Equity Residential owns and manages 312 properties with 85,190 apartment units primarily in major coastal U.S. markets.

• ·Conference webcast link in Presentations section of Investor area at www.equityapartments.com
• ·Primary markets: major coastal areas, with presence in Atlanta, Austin, Dallas/Ft. Worth, and Denver
• ·News release dated February 27, 2026; SEC filing March 2, 2026

02-03-2026

NewAmsterdam Pharma released an investor presentation highlighting obicetrapib's clinical progress, including topline results from BROOKLYN, BROADWAY, and TANDEM Phase 3 trials showing 35-40% LDL-C lowering as monotherapy and 45% Lp(a) lowering, with an observed MACE reduction at 1-year and cash position of ~$729M at YE2025 supporting potential US launch if approved. The presentation emphasizes a $8B+ global peak sales opportunity targeting ~30M US patients not at LDL-C goals, beneficial effects beyond LDL-C on ApoB, HDL-C, Lp(a), and other markers, alongside comprehensive IP until mid-2043. Company doubled workforce to ~100 employees while building commercial functions, though forward-looking statements note risks like trial uncertainties and market access hurdles.

• ·~75M US patients with elevated Lp(a) >100-125 nmol/L, ~18M US patients far from LDL-C goal (>20% above), ~5M ASCVD patients not at LDL-C <70 mg/dL, ~8M high-risk ASCVD not at <55 mg/dL
• ·Non-statin LLT growth in high double digits, Repatha +45% Rx growth in 2024
• ·IP protection until mid-2043, blinded data in >9,500 patients

02-03-2026

Medallion Financial Corp. repaid at maturity the full $31.25M aggregate principal amount of its privately placed notes on February 26, 2026, as disclosed under Regulation FD. No other financial impacts or issues were reported in the filing.

02-03-2026

CCC Intelligent Solutions Holdings Inc. appointed John A. Schweitzer as a Class II Director effective March 2, 2026, leveraging his extensive experience as former EVP, Sales at Salesforce (Informatica division), EVP and Chief Revenue Officer at Informatica, and senior roles at Software AG, Workday, SAP, and Oracle. The Board determined Mr. Schweitzer to be independent under applicable rules and reconstituted the Nominating and Corporate Governance Committee by appointing Teri Williams as chairperson and adding Mr. Eilam and Mr. Schweitzer, resulting in Mr. Wei no longer serving on the committee. Mr. Schweitzer will receive standard non-employee director compensation as detailed in the company's April 8, 2025 proxy statement.

• ·Mr. Schweitzer joined Salesforce in November 2025 via its acquisition of Informatica and served as EVP, Chief Revenue Officer at Informatica from March 2021, including through its IPO in November 2021.
• ·No family relationships, arrangements, or reportable transactions under Item 404(a) of Regulation S-K involving Mr. Schweitzer.

02-03-2026

Apogee Therapeutics reported full year 2025 financial results with cash, cash equivalents, and marketable securities of $902.9M as of Dec 31, 2025, up 23.5% from $731.1M in 2024, providing runway into 2H 2028. However, net loss widened to $255.8M from $182.1M YoY, driven by R&D expenses rising 28% to $214.7M and G&A up 45% to $70.9M due to pipeline advancement and headcount growth. Pipeline progress includes APEX Phase 2 Part A 52-week data expected in March 2026, Part B in Q2 2026, and Phase 3 AD initiation in 2H 2026, alongside positive asthma Phase 1b interim results.

• ·Total assets $937.1M as of Dec 31, 2025 vs $754.0M as of Dec 31, 2024
• ·Cash and cash equivalents $131.5M (Dec 31, 2025) vs $141.8M (Dec 31, 2024); short-term marketable securities $598.6M vs $378.9M
• ·Positive interim results from APG333 Phase 1 healthy volunteer trial in Nov 2025
• ·Common stock outstanding: 68.4M shares (Dec 31, 2025) vs 58.1M (Dec 31, 2024)

02-03-2026

Sealed Air reported Q4 2025 net sales of $1.40B, up 2.1% YoY reported but down 0.7% on constant currency, with Adjusted EBITDA rising 2.7% to $278M; full-year 2025 net sales declined 0.6% to $5.36B, though Adjusted EBITDA increased 2.1% to $1.13B and Adjusted EPS grew 6.4% to $3.34. Food segment sales were up 2% in Q4 but volumes down 1%, while Protective segment sales rose 3% with volumes up 1%; cash flow from operations fell 13.7% to $628M. Stockholders approved the acquisition by CD&R funds at $42.15 per share (enterprise value $10.3B), with closing expected mid-2026.

• ·Net leverage ratio improved to 3.2x as of Dec 31, 2025 from 3.6x as of Dec 31, 2024.
• ·Q4 effective tax rate was 56.6% vs 100.5% prior year; full year 7.4% vs 41.2%.
• ·Free Cash Flow was $459M in FY2025 vs $454M adjusted in FY2024.
• ·No conference call hosted due to pending acquisition.

02-03-2026

Xeris Biopharma reported record Q4 2025 total revenue of $86M, up 42.8% YoY, driven by Recorlev net revenue doubling to $45.3M (+100.5%), Gvoke up 5.9% to $24.6M, and Keveyis up 15.1% to $12.8M; however, royalty revenue declined 23.3% to $2.4M. Full-year 2025 total revenue hit a record $292M, up 43.7% YoY, with Recorlev surging 116.7% to $139.3M and Gvoke up 13.6% to $94.1M, but Keveyis fell 3.8% to $47.6M; the company turned profitable with net income of $0.6M vs. prior $54.8M loss and Adjusted EBITDA of $59.4M. FY2026 revenue guidance is $375M-$390M, implying >30% growth at midpoint, with higher R&D (+$25M) and SG&A (+$45M) expenses planned.

• ·COGS increased 16% YoY in both Q4 and FY 2025 due to higher product revenue.
• ·R&D expenses up 29% Q4 and 22% FY 2025, primarily for XP-8121.
• ·SG&A expenses up 18% Q4 ($7.4M) and 12% FY ($18.9M), driven by personnel costs.
• ·FY2026 outlook: R&D +$25M, SG&A +$45M vs. 2025, gross margin modest improvement, Adjusted EBITDA dollar increase.

02-03-2026

GT Biopharma, Inc. announced non-reliance on its Q2 and Q3 2025 interim financial statements due to misclassification of Greenshoe Rights from the May 2025 private placement as equity instead of a $28.7M liability under ASC 480, resulting in a restated Q2 net loss of $30.2M (vs. original $1.4M loss) and stockholders' equity turning to a $25.9M deficit at June 30, 2025. While operations losses remained unchanged, a $11.4M fair value gain in Q3 led to restated Sep 30 equity of $3.0M positive and reduced 9-month net loss attributable to common stockholders to $26.9M (still worsened from original $5.6M). The company will file restated 10-Q/As and include corrections in its 2025 Form 10-K.

• ·Loss from operations unchanged across all restated periods.
• ·Cash flows from operating, investing, and financing activities unchanged by restatement.
• ·Restated 10-Q/As to be filed as soon as practicable; corrections included in 2025 Form 10-K.

02-03-2026

EyePoint Pharmaceuticals (EYPT) announced the first patients dosed in both global Phase 3 COMO and CAPRI clinical trials of investigational DURAVYU (vorolanib intravitreal insert) for diabetic macular edema (DME), a disease affecting approximately 28 million people worldwide. Each trial plans to enroll about 240 patients in a non-inferiority design versus aflibercept control, with topline data expected in 2H 2027; this builds on positive Phase 2 VERONA results and ongoing wet AMD Phase 3 trials (LUGANO and LUCIA) with data anticipated mid-2026. No safety signals observed in over 190 patients across prior trials.

• ·Trials follow non-inferiority pathway with primary endpoint of BCVA change at weeks 52/56 versus aflibercept; secondary endpoints include treatment burden reduction and OCT anatomical results.
• ·DURAVYU provides sustained release for at least six months via single intravitreal injection.
• ·Positive End of Phase 2 FDA meeting; alignment with FDA and EMA.

02-03-2026

GeneDx Holdings Corp. entered into a $100M term loan agreement with Blackstone on February 27, 2026, to fully repay its existing credit agreement dated October 27, 2023, with Perceptive Credit Holdings IV, LP, and support balance sheet optimization and general corporate purposes. The new five-year loan bears interest at Term SOFR plus 4.50% (with a 1.50% floor), is secured by substantially all assets, and includes a $50M minimum liquidity covenant. No performance metrics or declines were reported in the filing.

• ·Term Loan prepayable at option but subject to yield protection premiums and mandatory prepayments on change of control, asset sales, or certain indebtedness.
• ·Obligations guaranteed by certain subsidiaries.
• ·Loan Agreement to be filed as exhibit to Q1 2026 10-Q.

02-03-2026

Shoulder Innovations, Inc. (NYSE: SI) appointed MedTech veteran Drew Hykes to its Board of Directors and Compensation Committee effective February 26, 2026, bringing over 25 years of experience from Inari Medical, Medtronic, and others to support scaling its shoulder arthroplasty portfolio. Concurrently, Independent Director Geoff Pardo resigned after three years of service, with the company expressing gratitude for his contributions. No financial impacts or performance metrics were disclosed.

• ·Drew Hykes served as CEO of Inari Medical from 2023 until its acquisition by Stryker in 2025, and previously as COO and Chief Commercial Officer there.
• ·Hykes led commercialization of WEB Aneurysm Embolization system at Sequent Medical before its acquisition by Terumo.
• ·Contact: Brian Johnston or Sam Bentzinger, Gilmartin Group LLC, ir@shoulderinnovations.com

02-03-2026

Apellis Pharmaceuticals, Inc. elected Mikael Dolsten, M.D., Ph.D., as an independent Class I director effective March 1, 2026, to serve until the 2027 annual stockholder meeting. Dr. Dolsten will receive standard non-employee director compensation, including a stock option and RSUs each with a Black-Scholes valuation of $300,000 under the 2017 Stock Incentive Plan. No family relationships, related transactions, or committee appointments were noted.

• ·Option vests one-third annually over three years; RSUs vest fully after one year, with deferral option.
• ·Both awards accelerate fully upon change in control.
• ·Election recommended by Nominating and Corporate Governance Committee on February 27, 2026.

02-03-2026

Murphy USA Inc. presented at the Raymond James Institutional Investor Conference in March 2026, highlighting resilient performance with 51 new stores opened in 2025 exceeding guidance, merchandise contribution of $869M, and Adjusted EBITDA of $1.02B, up slightly from $1.01B in 2024. However, fuel volumes declined with same-store YoY at -3.0% and chain fuel contribution held flat amid low volatility and competitive pressures from ~600 new stores within 3 miles since 2020, while store OpEx rose 5.8% to $763M. 2026 guidance targets 45-55 new stores but anticipates continued same-store fuel volume decline of -3.0% to -1.0%.

• ·2026 guidance: Merchandise contribution $890-900M, Retail station OpEx $37.0-38.0K APSM, SG&A $240-250M, Capex $475-525M.
• ·Projected store count evolution: 2020 18% kiosk/51% MUSA 1400/31% others; 2025 7%/32%/29%/32%; 2030E 4%/30%/22%/44%.
• ·Cigarette SOM improved to 20% in 2025 from 16% in 2019.

02-03-2026

Eton Pharmaceuticals, Inc. (Nasdaq: ETON) announced it has in-licensed U.S. commercialization rights to HEMANGEOL® (propranolol hydrochloride oral solution), the only FDA-approved treatment for proliferating infantile hemangioma, from Pierre Fabre Medicament Sas, effective May 1, 2026. This acquisition achieves Eton's goal of ten commercial rare disease products and is expected to be accretive to 2026 earnings, financed with cash on hand. HEMANGEOL is estimated to treat 5,000-10,000 infants annually in the U.S., with distribution via the Eton Cares™ program offering $0 co-pay for qualifying patients.

• ·Pierre Fabre to commercialize HEMANGEOL in U.S. until April 30, 2026.
• ·HEMANGEOL treatment typically initiated between 5 weeks to 5 months of age and continues for approximately 6 months.
• ·Contact for product info: (847) 787-7361.

02-03-2026

Civista Bancshares, Inc. announced that President and CEO Dennis Shaffer will retire effective August 28, 2026, and will be succeeded by Charles 'Chuck' Parcher, current President of Civista Bank, who will assume the roles of President and CEO for both the holding company and bank. Shaffer will remain as Chairman of the Board to ensure a seamless transition after more than 40 years of service. The $4.3B financial holding company operates 44 locations across Ohio, Southeastern Indiana, and Northern Kentucky.

• ·Civista Bank founded in 1884.
• ·Dennis Shaffer has more than 40 years of service in the banking industry.
• ·Common shares traded on NASDAQ Capital Market under symbol 'CIVB'.
• ·Filing date: March 02, 2026.

02-03-2026

UroGen Pharma Ltd. and UroGen Pharma, Inc. entered into a $250M term loan agreement with BPCR Limited Partnership, BioPharma Credit Investments V (Master) LP, and BioPharma Credit PLC, with $200M (Tranche A) funded on February 26, 2026, to refinance $125M existing debt and fund general corporate purposes, while $50M (Tranche B) is available by June 30, 2027. The loans carry 8.25% fixed interest, mature in approximately 5 years, with principal repayments in four quarterly installments starting Q1 2030, subject to fees including 1.5% funding fee and 1% exit fee, secured by substantially all assets, and include restrictive covenants but no financial covenants.

• ·Loan matures on 5th anniversary of Tranche A Closing Date (February 26, 2026).
• ·Prepayments before 1st anniversary subject to makewhole amount equal to interest through that date.
• ·No financial covenants; includes customary restrictive covenants on asset sales, indebtedness, dividends, and change of control.
• ·Obligations guaranteed by UroGen Pharma Ltd. (subject to Israeli law limitations) and secured by substantially all tangible and intangible assets.

02-03-2026

Jeffrey D. Bitzer will resign as Chief Development Officer of Coronado Global Resources Inc. effective February 28, 2026, following prior disclosure. On February 26, 2026, he entered a part-time Employment Agreement effective March 1, 2026, for a six-month transition period assisting the Board and management, with monthly compensation of $27,000 and eligibility for employee benefits, retained incentives, and a 2025 short-term incentive payment.

• ·Agreement includes eligibility to retain incentive units in Coronado Group LLC and outstanding Performance Share Units, subject to performance metrics
• ·Mr. Bitzer agreed to execute a general release and remains bound by non-disclosure and confidentiality provisions
• ·Short-term incentive payment under 2025 program to be paid in March 2026

02-03-2026

Farmers National Banc Corp. (FMNB) completed its merger with Middlefield Banc Corp. (MBCN) on March 2, 2026, boosting banking assets to over $7.4B from $5.2B as of December 31, 2025 (42% increase) and expanding branches to 83 from 62. The company added two new board members, Kevin A. DiGeronimo and Michael C. Voinovich, while wealth management assets under care remained at over $4.7B. This marks FMNB's seventh bank acquisition in the last decade, enhancing its footprint in Ohio and Pennsylvania.

• ·Operates 83 branches throughout Ohio and Pennsylvania
• ·Forward-looking statements highlight integration risks and economic uncertainties

02-03-2026

Day One Biopharmaceuticals reported strong 2025 OJEMDA net product revenue of $155.4M, up 172% from 2024, with prescriptions increasing 181% to 4,635 and CQGR of 36% for revenue and 34% for prescriptions, while guiding for >50% growth to $225-250M in 2026. The company ended 2025 with $441.1M in cash, cash equivalents, and short-term investments, supporting pipeline advancement including Emi-Le Phase 1 data mid-2026 and FIREFLY-2 topline mid-2027. No declines were reported, with all metrics showing robust growth.

• ·OJEMDA 2026 guidance: $225-250M U.S. net product revenue.
• ·Pipeline milestones: 3-year FIREFLY-1 follow-up publication Q1 2026; CHMP positive opinion Feb 2026; Emi-Le Phase 1 data mid-2026; DAY301 Phase 1a data 2H 2026; FIREFLY-2 topline mid-2027.
• ·Market opportunities: >$1B U.S. for OJEMDA in r/r pLGG; >$300M Emi-Le in ACC; >$400M OJEMDA in 1L pLGG; >$500M third program.
• ·FIREFLY-1 3-year data: median DOR 19.4 months; median time to next treatment 42.6 months; 77% treatment-free at 12 months post-24 months therapy.

02-03-2026

ITT Inc. completed its $4.775 billion acquisition of SPX FLOW, Inc. on March 2, 2026, integrating 3,900 employees and SPX FLOW's technologies into the renamed Flow Technologies segment, accelerating ITT's 2030 portfolio transformation by four years. SPX FLOW delivered strong 2025 performance with revenue exceeding $1.3 billion and 14% organic orders growth, enhancing ITT's resilience in higher-growth, higher-margin businesses. No declines or flat metrics were reported for SPX FLOW or the combined entity.

• ·Definitive agreement to purchase SPX FLOW announced in December 2025
• ·ITT headquartered in Stamford, Connecticut, with employees in more than 35 countries and sales in approximately 125 countries

02-03-2026

Forge Global Holdings, Inc. filed an 8-K on March 02, 2026, disclosing completion of an acquisition/disposition (Item 2.01), notice of delisting (Item 3.01), material modification to security holder rights (Item 3.03), changes in control (Item 5.01), director/officer changes (Items 5.02/5.03), and an Amended & Restated Certificate of Incorporation as Exhibit 3.1. The amended certificate drastically simplifies the capital structure to a single class of Common Stock authorized at 100 shares with $0.01 par value, indicating a likely privatization or merger restructuring with no prior period financial comparisons provided.

• ·Registered office: 1209 Orange Street, Wilmington, County of New Castle, Delaware 19808
• ·8-K Items disclosed: 2.01 (Acquisition/Disposition Completion), 3.01 (Delisting Notice), 3.03 (Material Modification to Rights of Security Holders), 5.01 (Changes in Control), 5.02 (Departure/Election of Directors/Officers), 5.03 (Amendments to Articles), 9.01 (Exhibits)

02-03-2026

First Mid Bancshares, Inc. (NASDAQ: FMBH) completed its acquisition of Two Rivers Financial Group, Inc. on March 2, 2026, adding approximately $1.2B in assets, $883M in loans, $1.0B in deposits, and over $1.2B in trust and wealth assets under management across 14 Iowa locations as of December 31, 2025. Post-acquisition, First Mid's total assets stand at $9.1B and total trust and wealth AUM at $7.9B, with no immediate changes for Two Rivers customers and account conversion expected in June 2026. The transaction positions First Mid to expand services in new markets without reported disruptions.

• ·Two Rivers financials reported as of December 31, 2025
• ·Account conversion from Two Rivers expected in June 2026
• ·First Mid operates in Illinois, Missouri, Texas, Wisconsin, and greater Indianapolis area

02-03-2026

Flutter Entertainment plc disclosed that as of February 28, 2026, the total number of ordinary shares in issue was 175,322,622, each carrying one vote and with a nominal value of €0.09. This figure is to be used by shareholders as the denominator for calculating notification requirements under the UK Financial Conduct Authority’s Disclosure Guidance and Transparency Rules (DTR 5.6.1). The announcement was issued by Company Secretary Edward Traynor.

• ·Nominal value per share: €0.09

02-03-2026

On March 1, 2026, the Board of Directors of Plumas Bancorp adopted a new form of restricted stock unit award agreement under the Plumas Bancorp 2022 Equity Incentive Plan for grants to directors, executives, and employees. The new agreement features time-based vesting tied to continued service, with no cash dividends or dividend equivalents on unvested units—unlike the prior form—entitling participants only to dividends on vested shares. This update is filed as Exhibit 10.1.

02-03-2026

Purebase Corporation (PUBC) entered into an unsecured $1M line of credit agreement with affiliate CORETER LLC on February 27, 2026, at 8% annual interest, maturing one year later on February 27, 2027. Lender may convert outstanding principal and interest into common stock at maturity based on the weighted average closing price of the prior 20 trading days. Proceeds are designated for payroll, unpaid invoices, and operating expenses; the agreement is unsecured with no immediate advances specified.

• ·Loan advances require 3 business days written notice and are at Lender's sole discretion.
• ·Unsecured obligations; no registration rights for the Note or potential Conversion Shares under Securities Act.
• ·Related-party transaction as CORETER LLC is an affiliate of Borrower.

02-03-2026

On February 25, 2026, Sports Entertainment Gaming Global Corporation (SEGG) appointed Robert Stubblefield, its current CFO, Interim CEO, and President, as a Class II director with term expiring at the 2027 annual meeting, and Daniel Bailey, CEO of Veloce Media Group, as a Class III director with term expiring at the 2028 annual meeting. These appointments are intended to bolster financial leadership, operational continuity, and integration of the recent Veloce acquisition to support the company's sports, entertainment, and gaming strategy. No additional related party transactions with Bailey beyond prior disclosures.

• ·Company address: 5049 Edwards Ranch Rd., 4th Floor, Fort Worth, Texas 76109
• ·Filing signed by Robert J. Stubblefield on March 2, 2026
• ·Emerging growth company status confirmed
• ·Prior related party transaction with Daniel Bailey disclosed in 8-K filed February 23, 2026

02-03-2026

Metropolitan Bank Holding Corp. announced its Investor Day on March 3, 2026, from 9:30 a.m. to 1:30 p.m. ET, featuring presentations and Q&A with executives including Founder, President & CEO Mark DeFazio and EVP & CFO Dan Dougherty on topics such as commercial lending (including skilled nursing and residential healthcare), diverse deposit verticals (including EB-5 solutions), and technology/AI initiatives. The Investor Day presentation is attached as Exhibit 99.1, with a live webcast available via registration.

• ·Investor Day webcast registration: https://app.webinar.net/kW1BqVW4jlr.
• ·Information in Item 7.01 and Exhibit 99.1 not deemed 'filed' or incorporated by reference

02-03-2026

On March 2, 2026, the Compensation Committee of the Board of Directors of Reliance Global Group, Inc. (NASDAQ: EZRA) approved and ratified a one-time cash bonus of $50,000 for Joel Markovits, the Company's Chief Financial Officer, subject to tax withholding and deductions. The filing pertains to Item 5.02 under compensatory arrangements for certain officers, with no departures, elections, or appointments reported.

• ·Securities registered: Common Stock (EZRA, par value $0.086 per share) and Series A Warrants (EZRAW) on The NASDAQ Capital Market.
• ·Company address: 300 Blvd. of the Americas, Suite 105, Lakewood, New Jersey 08701.
• ·IRS Employer Identification No.: 46-3390293.

02-03-2026

Finward Bancorp's Board of Directors declared a quarterly dividend of $0.12 per share on its common stock, payable on March 31, 2026, to shareholders of record on March 16, 2026. This announcement comes amid ongoing regulatory oversight, as Peoples Bank operates under a previously disclosed memorandum of understanding with the FDIC and Indiana DFI that generally requires prior approval for cash dividends. No other financial metrics or period-over-period comparisons were provided.

• ·Filing signed by Benjamin L. Schmitt, EVP, CFO, and Treasurer.
• ·Registrant details: Indiana incorporation, Commission File Number 001-40999, IRS EIN 35-1927981, principal offices at 9204 Columbia Avenue, Munster, Indiana 46321.

02-03-2026

Dave Inc. reported record Q4 2025 revenue of $163.7 million, up 62% YoY from $100.9 million, and FY 2025 revenue of $554.2 million, up 60% YoY from $347.1 million. GAAP net income grew 292% to $66.0 million in Q4 and 238% to $195.9 million for the year, while Adjusted EBITDA increased 118% to $72.9 million in Q4 and 162% to $226.7 million annually, though quarterly GAAP net income showed volatility with a 16% decline in Q1 2025. The company provided FY 2026 guidance for revenue growth of 25%-28% to $690-$710 million and raised its share repurchase authorization from $125 million to $300 million.

• ·Q4 2025 Non-GAAP Gross Profit Margin of 74%, up 300 bps YoY.
• ·Q4 2025 average 28-day past due rate improved 12% QoQ to 1.89%.
• ·Q4 2025 Dave Debit Card spend increased 17% YoY to $534 million.
• ·Q4 2025 ExtraCash Monetization Rate Net of Losses at record 4.8%, up 29 bps YoY.
• ·FY 2026 Adjusted EBITDA guidance $290-$305 million; Adjusted EPS $14.00-$15.00.

02-03-2026

Newbridge Acquisition Limited, a blank check company, entered into a non-binding Memorandum of Understanding (MOU) with Starcoin Group Limited (formerly Innovative Pharmaceutical Biotech Limited, HKEX: 399) on February 27, 2026, to explore a potential de-SPAC transaction involving Starcoin and/or its assets or businesses. The MOU requires due diligence and definitive agreements to proceed and terminates 180 days after signing unless extended. No transaction is guaranteed, and shareholders are advised to exercise caution when dealing in the Company's securities.

• ·MOU termination: earlier of definitive agreements or 180 days after February 27, 2026
• ·Company securities: NBRGU (Units), NBRG (Class A Ordinary Shares), NBRGR (Rights) listed on Nasdaq
• ·Starcoin listed on The Stock Exchange of Hong Kong Limited (stock code 399)

02-03-2026

Kevin R. Sayer is returning from a temporary leave of absence effective March 2, 2026, to resume his role as Executive Chairman of DexCom, Inc., following his planned retirement from CEO effective January 1, 2026. Under a new letter agreement effective the same date, he will receive an annual base salary of $610,000 and restricted stock units valued at $2.35M vesting on March 8, 2027, while remaining eligible for executive benefit plans except the Severance & Change in Control Plan. Mark Foletta will resume duties as Lead Independent Director upon Sayer's return.

• ·Kevin R. Sayer's prior equity awards continue to vest per original terms.
• ·Temporary leave of absence began September 14, 2025.

02-03-2026

On February 25, 2026, Jay Siegel, M.D. informed the Board of MacroGenics, Inc. that he will not stand for re-election as a Class I director at the Company's 2026 Annual Meeting of Stockholders, citing personal reasons with no disagreement regarding the Company's operations, policies, or practices. The Company thanked Dr. Siegel for his contributions. No other changes or impacts were reported.

02-03-2026

Bakkt Holdings, Inc. announced the pricing of a $48.125M registered direct offering of 3,024,799 shares of Class A common stock and pre-funded warrants to purchase 2,475,201 shares at approximately $8.75 per share/warrant to a single institutional investor, expected to close on or around March 2, 2026. Gross proceeds will fund working capital, general corporate purposes, and strategic initiatives, with Cohen & Company Capital Markets as sole placement agent. No comparative financial metrics were provided, and the announcement includes extensive forward-looking risk disclosures but no quantitative declines.

• ·Offering pursuant to shelf registration statement on Form S-3 (File No. 333-288361) effective July 3, 2025.
• ·Pricing announced February 27, 2026; expected closing on or around March 2, 2026, subject to customary conditions.
• ·Pre-funded warrants have $0.0001 per share exercise price.

02-03-2026

Baker Hughes Company filed an 8-K on March 2, 2026, reporting on February 27, 2026, and attaching the audited consolidated financial statements of Chart Industries, Inc. as of December 31, 2025 and 2024, and for the three years ended December 31, 2025, in connection with the previously announced merger agreement dated July 28, 2025. The filing includes the consent of Deloitte & Touche LLP as Exhibit 23.1. No specific financial metrics, changes, or performance data are disclosed in the narrative.

• ·Securities registered: Class A Common Stock (BKR, Nasdaq), 5.125% Senior Notes due 2040 (BKR40, Nasdaq)
• ·Principal executive offices: 575 N. Dairy Ashford Rd., Suite 100, Houston, Texas 77079-1121

02-03-2026

Pitney Bowes Inc. completed a $150M offering of additional 7.250% Senior Notes due 2029 on March 2, 2026, which form a single series with $326M of original notes issued in 2021, increasing total outstanding Notes to $476M. The company received net proceeds of approximately $146.9M, to be used for general corporate purposes including repayment, repurchase, or refinancing of other indebtedness. The notes are senior unsecured obligations guaranteed by certain U.S. subsidiaries.

• ·Interest payable semi-annually in arrears on March 15 and September 15; first payment for Additional Notes on March 15, 2026, including accrued interest from September 15, 2025.
• ·Notes mature on March 15, 2029, unless earlier repurchased or redeemed.
• ·Issued pursuant to Original Indenture dated March 19, 2021, supplemented by First Supplemental Indenture dated March 2, 2026.

02-03-2026

Tidewater Inc. reported full-year 2025 revenue of $1.35B, up 0.5% YoY from $1.35B, with average day rates rising 6.1% to $22,573, Adjusted EBITDA of $598.1M, net income of $334.7M boosted by a $201.5M non-cash deferred tax benefit from vessel realignment, and free cash flow of $426M. However, Q4 2025 revenue declined 2.4% YoY to $336.8M from $345.1M, with day rates down 0.9% to $22,044. The company updated 2026 guidance to $1.43-1.48B revenue and 49-51% gross margins pro forma for the Wilson Sons Ultratug acquisition, and maintains a $500M share repurchase authorization.

• ·EPS full-year 2025: $6.64 (diluted), Q4 2025: $4.41 vs. full-year 2024: $3.40, Q4 2024: $0.70
• ·In-the-money warrants as of Dec 31, 2025: 21,400 New Creditor Warrants (strike $0.001), 53,555 GulfMark Creditor Warrants (strike $0.01)
• ·Conference call scheduled for March 3, 2026 at 8:00 a.m. Central Time

02-03-2026

Semrush reported Q4 2025 revenue of $117.7M, up 15% YoY, and full-year revenue of $443.6M, up 18% YoY, with ARR reaching $471.4M (+15% YoY) driven by AI Products ARR surpassing $38M (+850% implied YoY) and Enterprise platform ARR at $37M across 579 customers (+311% YoY). However, GAAP loss from operations widened to $(13.9)M in Q4 (vs prior profit of $1.7M) and $(22.8)M for the full year (vs $8.3M profit), reflecting higher operating expenses. Non-GAAP operating income improved to $15.0M in Q4 (12.8% margin) and $53.3M full year (12% margin), while cash flow from operations was strong at $14.9M Q4 and $59.6M full year; the pending Adobe acquisition is expected to close in H1 2026.

• ·No earnings call or guidance for Q1/FY 2026 due to pending Adobe acquisition.
• ·Acquisition announced November 2025; HSR waiting period expired January 2026; stockholder approval in February 2026; expected close H1 2026.

02-03-2026

On February 24, 2026, the Nasdaq Listing and Hearing Review Council affirmed the Nasdaq Hearings Panel's decision to delist Graphjet Technology's Class A ordinary shares due to failures under Listing Rules 5450(b)(2) (market value of listed securities) and 5450(b)(3)(C) (market value of publicly held shares), with delisting effective November 13, 2025. Despite the company's appeal on November 25, 2025, proposing compliance under Rule 5450(b)(1) with at least $10M stockholders' equity and $5M market value of publicly held shares, the decision was upheld with no path to reinstatement noted. This represents a significant negative development with no offsetting positive metrics.

• ·Trading suspended on Nasdaq on November 13, 2025.
• ·Panel delisting determination dated November 11, 2025.
• ·Appeal filed November 25, 2025 (Docket No. NQ 7187N-25), acknowledged November 26, 2025.
• ·Company incorporated in Cayman Islands; principal offices in Shah Alam, Selangor, Malaysia.
• ·Emerging growth company status confirmed.

02-03-2026

Fortitude Gold Corp. (OTCQB: FTCO) entered a Joint Venture Agreement with Hawthorne Land & Minerals, LLC to form East Camp Douglas, LLC, funded by Hawthorne's $40M investment for 40% ownership while Fortitude retains 60% majority interest and operational control. The investment supports an aggressive exploration program aiming for a major gold discovery within 1-2 years, parallel permitting for up to 125 acres disturbance, and fast-tracked mine development. No declines or flat performance metrics reported in current operations.

• ·Property located in Silver Star mining district, Mineral County, Nevada, ~6 miles southwest of Mina.
• ·Consists of 293 unpatented lode claims, 24 unpatented placer claims, 12 patented mining claims, and 3 fee land parcels.
• ·Ongoing exploration under two active Notices of Intent (NOIs) for limited 5-acre disturbance while permitting progresses.
• ·Year-end conference call to discuss JV to be announced separately.

02-03-2026

Wesbanco, Inc. filed an 8-K on March 2, 2026, providing updated unaudited pro forma condensed combined statement of income for the year ended December 31, 2025, supplementing prior disclosures related to its acquisition of Premier Financial Corp., completed on February 28, 2025. This update supersedes or supplements information from prior 8-K filings dated March 28, 2025, and September 10, 2025. No specific financial metrics or performance changes are detailed in the filing body.

• ·Acquisition of Premier Financial Corp. completed on February 28, 2025.
• ·Pro forma statement covers year ended December 31, 2025.
• ·Updates prior reports filed on March 28, 2025, and September 10, 2025.

02-03-2026

Mid Penn Bancorp, Inc. (NASDAQ: MPB) completed its acquisition of 1st Colonial Bancorp, Inc. on February 27, 2026, in a cash-and-stock transaction valued at approximately $106.1 million, merging 1st Colonial Community Bank into Mid Penn Bank and expanding its footprint into the greater Philadelphia area and southern New Jersey. The combined company now has approximately $7 billion in consolidated assets and 62 retail locations. Thomas R. Brugger, former director of 1st Colonial, was appointed as a director of Mid Penn and Mid Penn Bank.

• ·Acquisition completed after close of business on February 27, 2026; filing dated March 2, 2026
• ·Keefe, Bruyette & Woods served as exclusive financial advisor to Mid Penn; Stephens Inc. to 1st Colonial

02-03-2026

Surgery Partners reported fourth quarter 2025 revenue growth of 2.4% YoY to $885M and full-year revenue increase of 6.2% YoY to $3.3B, driven by same-facility revenue growth of 3.5% in Q4 and 4.9% for the year. However, Adjusted EBITDA declined 4.2% YoY to $156.9M in Q4 despite a 3.5% full-year increase to $526.2M, surgical cases decreased 2.1% YoY in Q4, and the company posted a net loss of $15M in Q4 and $77.9M for the year. For 2026 (ex-M&A), guidance targets Adjusted EBITDA of at least $530M and revenue of $3.35B-$3.45B, alongside a new $200M share repurchase authorization.

• ·Cash flows from operating activities: Q4 2025 $103.4M (down from $111.4M YoY), FY 2025 $274.3M (down from $300.1M YoY)
• ·Net debt to EBITDA ratio: 4.3x (credit agreement basis), 4.9x (consolidated basis) as of Dec 31, 2025
• ·Conference call scheduled for March 3, 2026

02-03-2026

FB Bancorp, Inc. (NASDAQ: FBLA)'s subsidiary, Fidelity Bank, completed the sale of certain assets of its NOLA mortgage division to First Federal Bank on March 1, 2026, pursuant to an Asset Purchase Agreement dated December 31, 2025. The transaction was previously disclosed, and no financial terms or impacts were detailed in the filing.

• ·Asset Purchase Agreement dated December 31, 2025
• ·Fidelity Bank located in New Orleans, Louisiana
• ·First Federal Bank located in Lake City, Florida

02-03-2026

Resolute Holdings Management, Inc. converted from a Delaware corporation to a Nevada corporation and adopted new Articles of Incorporation effective upon filing. The new articles authorize 1,100,000,000 total shares (1,000,000,000 Common Stock and 100,000,000 Preferred Stock, both with $0.0001 par value), establish a classified board of up to 12 directors divided into three classes, and include provisions limiting stockholder actions by written consent and special protections tied to 'Investor' ownership exceeding 40% of voting power. No financial performance metrics or period-over-period changes are reported.

• ·Filing Date: March 02, 2026
• ·No cumulative voting for Common Stock
• ·Directors may only be removed for cause by 2/3 vote of voting power
• ·Board authorized to fill vacancies without stockholder vote
• ·No preemptive or subscription rights for Common Stock holders
• ·Trigger Date occurs when Investors cease to beneficially own 40% of voting power

02-03-2026

Kratos Defense & Security Solutions, Inc. (KTOS) announced a proposed underwritten public offering of $1B in common stock pursuant to an effective shelf registration, with underwriters holding a 30-day option for up to an additional $150M in shares. Net proceeds are expected to fund customer-targeted acquisitions, investments and capital expenditures for national security programs and pipeline opportunities, and general corporate purposes. The offering is subject to market and other conditions, with no assurance of completion.

• ·Shelf registration on Form S-3ASR (File No. 333-293786) automatically effective February 26, 2026.
• ·Joint book-running managers: Baird, Raymond James, RBC Capital Markets, Truist Securities.
• ·Announcement date: February 26, 2026; 8-K filing date: March 02, 2026.

02-03-2026

L3Harris Technologies (NYSE: LHX) appointed Kenneth (Ken) Sharp as Senior Vice President and Chief Financial Officer effective March 16, 2026, bringing over 30 years of financial leadership experience from Peraton Inc., DXC Technology, and Northrop Grumman’s Defense Systems. Ken Bedingfield will transition to focus exclusively on leading the Missile Solutions segment, scaling solid rocket motor manufacturing, and preparing for its initial public offering later in 2026. CEO Christopher Kubasik praised the appointments for enhancing leadership amid urgent defense demands.

• ·Ken Sharp, age 55, began his career as an auditor at Ernst & Young and is a Marine Corps veteran who served in Operations Desert Shield and Desert Storm.
• ·Missile Solutions IPO is forward-looking and subject to market conditions, regulatory developments, and risks related to proposed transaction with the Department of War.

02-03-2026

CNS Pharmaceuticals, Inc. appointed Lynne Kelley as Chief Medical Officer effective March 2, 2026, under an employment agreement with an initial annual base salary of $450,000, a target annual bonus of 40% of base salary, and an initial grant of 9,500 restricted stock units. Concurrently, former Chief Medical Officer Dr. Sandra Silberman separated from the company on February 27, 2026, receiving severance equal to three months of her current annualized base salary, paid in monthly installments. Dr. Kelley brings extensive prior experience as CMO at multiple biotech firms including Tissium, Inc. and X4 Pharmaceuticals, Inc.

• ·New CMO RSUs vest 25% on six-month anniversary, 25% on twelve-month anniversary, and remaining 50% in twelve quarterly installments thereafter.
• ·Severance for former CMO payable in three equal monthly installments, subject to execution of release and compliance.
• ·Employment agreement dated February 26, 2026; Separation agreement dated February 27, 2026.

02-03-2026

Kayne Anderson BDC, Inc. reported Q4 2025 net investment income of $30.1 million ($0.44 per share), up slightly QoQ from $30.0 million ($0.43 per share), with total investment income increasing to $61.9 million from $61.3 million driven by portfolio rotations. However, NAV declined to $16.32 per share from $16.34 amid $0.12 per share realized and unrealized losses, investment portfolio shrank 2.5% to $2.2B, and earnings per share fell to $0.32 from $0.35. The Board declared a regular $0.40 per share dividend payable April 16, 2026, matching prior quarters.

• ·Debt-to-equity ratio increased to 1.02x from 1.01x QoQ; asset coverage ratio 198%.
• ·Non-accrual investments stable at $31.0M (1.4% of debt investments), 5 investments.
• ·Weighted average yield on total debt portfolio (excl non-accrual) declined to 10.3% from 10.6% QoQ.
• ·Revolving Funding Facility amended Feb 20, 2026: maturity extended to Feb 20, 2031, interest rate reduced to SOFR + 1.95%.
• ·$45.4M remains available for share repurchases under 10b5-1 Plan as of Feb 20, 2026.
• ·Full year 2025 net investment income $117.6M ($1.67/share), down from $129.3M ($2.03/share) in 2024.

02-03-2026

Bausch Health Companies Inc. announced on February 26, 2026, amendments to 2023 performance share unit (PSU) award agreements for named executive officers Thomas Appio (1,137,862 PSUs) and Seana Carson (137,922 PSUs), changing settlement from stock to cash equal to the market price of common stock on the March 3, 2026 vesting date. The Talent and Compensation Committee approved the amended Appio Agreement, while the Carson Agreement involves her irrevocable disposition of PSUs under Canadian tax rules. Full agreements will be filed in the upcoming Form 10-Q for the quarter ending March 31, 2026.

• ·2023 PSUs originally granted in March 2023 and earned over a three-year performance period.
• ·Appio Agreement amended and restated by the Talent and Compensation Committee.
• ·Carson Agreement authorized under paragraph 7(1)(b) of the Income Tax Act (Canada).

02-03-2026

Banner Corporation (NASDAQ: BANR) appointed Monica O’Reilly and Judith Steiner to its Board of Directors effective March 1, 2026, with both also joining the Banner Bank board. O’Reilly, with over 30 years in financial services including as Vice Chairman at Deloitte, will serve on the Corporate Governance/Nominating and Risk Committees; Steiner, former Banner Bank Chief Risk Officer (2016-2021), will serve on the Credit Risk and Risk Committees. CEO Mark Grescovich highlighted their expertise in compliance, risk, cybersecurity, and AI as key to strengthening the board for long-term growth.

• ·O’Reilly recognized as one of the 'Most Influential Women in Business' by San Francisco Business Journal (2021); holds B.A. from Queen’s University Belfast and Wharton Executive Leadership Program.
• ·Steiner holds Juris Doctor from Case Western Reserve University and B.A. from University of Akron; prior roles at FirstMerit included General Counsel and Secretary.