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

27-04-2026

Bed Bath & Beyond reported first quarter 2026 net revenue of $248 million, up 6.9% year-over-year (9.4% excluding Canada exit), marking the first significant revenue growth in 19 quarters, alongside gross profit of $59 million (23.9% of revenue) and a net loss improved to $16 million from $40 million prior year. Sales & marketing expense fell 50 basis points to 13.0% of revenue, and technology & G&A declined $5 million year-over-year, driving adjusted EBITDA to -$8 million (a $5 million improvement). However, active customers declined to 3,951 thousand from 4,779 thousand, and orders per active customer dipped slightly to 1.31 from 1.34.

• ·Cash used in operating activities: $11,796 thousand in Q1 2026 vs. $50,921 thousand in Q1 2025.
• ·Net cash used in investing activities: $27,295 thousand in Q1 2026, including $26,168 thousand disbursement for notes receivable.
• ·Total assets: $404,454 thousand as of March 31, 2026, down from $425,478 thousand at Dec 31, 2025.
• ·Announced planned acquisition of The Container Store, Elfa, and Closet Works.
• ·Earnings webcast held April 27, 2026, at 4:30 p.m. ET.

27-04-2026

Armata Pharmaceuticals, Inc. (NYSE American: ARMP) announced the appointment of Daniel B. Gilmer, Ph.D., a biopharmaceutical commercial executive and current Senior Director at Pfizer Inc., to its Board of Directors, effective April 24, 2026. Dr. Gilmer brings extensive experience in commercial launches, including leading the U.S. rollout of PAXLOVID and co-inventing Exebacase (CF-301/PlySs2), a bacteriophage lysin that received FDA Fast Track and Breakthrough Therapy designations. The appointment aims to bolster Armata's efforts to commercialize its pathogen-specific bacteriophage therapeutics for antibiotic-resistant infections.

• ·Dr. Gilmer joined Pfizer in May 2019; led U.S. PAXLOVID launch after FDA New Drug Approval.
• ·Previously at Pfizer: Antiviral and Diagnostics Business (Apr 2022-Feb 2025), Inflammation & Immunology (Apr 2021-Apr 2022).
• ·Ph.D. in Microbiology from Rockefeller University; B.S. from Howard University.
• ·Serves on Rockefeller University Board of Trustees Educational Affairs Committee and Ford Center Incubator selection committee.
• ·Member of New York Academy of Sciences and term member at Council on Foreign Relations.

27-04-2026

Hanover Bancorp reported Q1 2026 GAAP net income of $1.9 million ($0.25 per diluted share), up 26.7% YoY from $1.5 million, driven by net interest income growth of 11.85% to $16.4 million and NIM expansion to 2.96% from 2.68%; adjusted net income was $4.0 million ($0.54 per share), slightly down from $4.1 million YoY after excluding $2.15 million severance. However, non-interest income declined due to lower SBA loan sale gains ($0.5 million vs $1.9 million YoY) despite higher residential loan sale gains, with total assets slightly down to $2.37 billion, deposits to $2.02 billion, and loans flat at $1.99 billion. The company issued $35 million 7.25% subordinated notes to redeem higher-cost debt, restructured $60.3 million FHLB advances saving $40 thousand monthly, declared a $0.10 per share dividend, and received approval for a new Long Island branch.

• ·Residential loan portfolio $764.1 million (56% LTV); CRE/multifamily $1.08 billion (59% LTV), with 35% multifamily rent-regulated.
• ·Loan-to-deposit ratio stable at 99%.
• ·Book value per share $27.11 (up from $27.02); tangible book value $24.50 (up from $24.41).
• ·SBA loan originations lower due to economic outlook and tightened credit.
• ·Pro forma stress test: 2% of multifamily stabilized portfolio ($11 million) with DSCR <1.0x, projected LTV 96%; remainder >1.0x with LTV under 100%.
• ·73% of stabilized multifamily loans secured by personal guarantees.

27-04-2026

SandRidge Energy, Inc. has issued its definitive proxy statement for the 2026 Annual Meeting of Stockholders on June 10, 2026, at 1:00 p.m. CT, seeking approval for electing six directors, ratifying Grant Thornton LLP as independent auditors for the fiscal year ending December 31, 2026, a non-binding advisory vote on 2025 named executive officer compensation, and extending the 2016 Omnibus Incentive Plan to 2036. The record date is April 13, 2026, with 36,918,259 shares of common stock outstanding and entitled to vote. The Board recommends voting FOR all proposals, with no financial performance metrics highlighted.

• ·Annual Meeting location: The Renaissance Oklahoma City Downtown Bricktown Hotel-Warehouse Room (2nd Floor), 100 East Sheridan Avenue, Oklahoma City, Oklahoma 73104.
• ·Proxy materials made available on or about April 27, 2026; requests for paper copies must be received by May 27, 2026.
• ·Proxy solicitation by HKL & Co., LLC: Toll-Free (800) 339-9883, Email: SandRidge@hklco.com.

27-04-2026

Lightbridge Corporation reported a Q1 2026 net loss of $6.3 million, widening from $4.8 million YoY due to sharply higher R&D expenses ($3.3 million, up 101% YoY) and G&A expenses ($4.3 million, up 24% YoY) from increased staffing, stock-based compensation, and IT investments. Cash and equivalents rose to $215.7 million at March 31, 2026 from $201.9 million at December 31, 2025, supported by $18.6 million in financing activities, while working capital increased to $215.8 million. The company advanced Lightbridge Fuel™ with patent allowances in Canada, US, and Europe, a new engineering contract with Stern Laboratories, and selection for a $6 million DOE-funded initiative at Penn State.

• ·Patent allowances received for Lightbridge Fuel™ from Canada, United States, and European Patent Office, covering CANDU fleet, U.S. light water reactors, and 39 European states.
• ·Entered engineering contract with Stern Laboratories for thermal-hydraulics testing to support U.S. regulatory licensing.
• ·Team grown to over two dozen in-house engineers across core disciplines.
• ·Conference call scheduled for April 28, 2026 at 4:00 p.m. ET.

27-04-2026

Verizon reported Q1 2026 total operating revenue of $34.4 billion, up 2.9% YoY, driven by 5.2% growth in wireless equipment revenue to $5.7 billion, record adjusted EBITDA of $13.4 billion (up 6.7% YoY), and adjusted EPS of $1.28 (up 7.6% YoY), with first positive Q1 postpaid phone net additions since 2013 at 55,000. Net income rose 3.3% YoY to $5.1 billion, cash flow from operations increased 2.6% to $8.0 billion, and free cash flow grew 4.0% to $3.8 billion. However, total unsecured debt increased to $142.5 billion from $131.1 billion (Q4 2025), net unsecured debt to $130.1 billion, wireless service revenue growth was impacted by an 80 basis point network outage effect, and full-year wireless service revenue is guided to be flat.

• ·Verizon paid down approximately half of Frontier debt since January 20, 2026 acquisition close; expects to repay substantially all by year-end.
• ·Raised 2026 guidance: Adjusted EPS $4.95-$4.99 (5.0-6.0% YoY growth); retail postpaid phone net adds upper half of 750,000-1M range.
• ·2026 outlook: Mobility/broadband service revenue growth 2.0-3.0% (~$93B); wireless service revenue flat; cash flow from ops $37.5B-$38.0B; capex $16.0B-$16.5B; FCF $21.5B+ (7.0%+ YoY growth).

27-04-2026

Ladder Capital Corp reported net income attributable to Class A common shareholders of $2,605 thousand for the three months ended March 31, 2026, down 78% YoY from $11,775 thousand amid higher costs and expenses ($48,739 thousand, up 20% YoY) and lower other income ($28,863 thousand vs. $30,874 thousand). However, net interest income rose 13% YoY to $23,017 thousand, total assets expanded 9% QoQ to $5,606,678 thousand, supported by growth in mortgage loan receivables to $2,606,374 thousand. Total equity dipped slightly to $1,444,535 thousand.

• ·Basic EPS $0.02 for Q1 2026 vs. $0.09 for Q1 2025
• ·Dividends declared $29,347 thousand in Q1 2026
• ·Net cash used in operating activities $7,989 thousand in Q1 2026 (improved from $28,727 thousand used in Q1 2025)
• ·Mortgage loan receivables held for investment $2,606,374 thousand as of March 31, 2026 (up from $2,217,375 thousand at Dec 31, 2025)

27-04-2026

Washington Capital Management, Inc. filed its 13F-HR report on April 27, 2026, disclosing institutional holdings as of March 31, 2026, totaling $118,398,259 across 102 positions, all with sole voting and investment power. Largest holdings include Vanguard Total Stock Market ETF ($27,737,553, 86,461 shares), State Street SPDR Dow Jones Industrial Average ETF ($9,958,122, 21,499 shares), and SPDR S&P 500 ETF ($8,890,798, 13,671 shares). No shared voting power or other managers reported.

• ·All positions reported with sole voting power (SH SOLE) and zero shared or other power
• ·No other managers involved (0 managers)
• ·Business address: 1200 Sixth Avenue Ste 700, Seattle, WA 98101

27-04-2026

NDWM LLC filed a 13F-HR report on April 27, 2026, disclosing total holdings of $154,214,434 across 38 positions as of March 31, 2026. The portfolio is diversified with significant allocations to ETFs such as iShares Core S&P 500 ETF ($42,371,052) and iShares Core U.S. Aggregate Bond ETF ($11,825,994), alongside individual stocks including Apple Inc. ($896,300 + $2,640 call options) and Berkshire Hathaway ($2,381,145). No period-over-period changes are detailed in the filing.

• ·Filing CIK: 0001818386
• ·Filer address: 4250 Executive Square, Suite 545, La Jolla, CA 92037
• ·SEC file number: 028-23687
• ·Report period end: 03-31-2026

27-04-2026

Courage Miller Partners, LLC filed its 13F-HR disclosing $354238454 in total holdings value as of March 31, 2026, across 92 positions primarily consisting of ETFs and select large-cap stocks. The portfolio features heavy allocations to low-cost ETFs such as Schwab Strategic TR US Lrg Cap ETF (44489665 or $44.5M), Schwab Strategic TR Intl Eqty ETF (30726109 or $30.7M), and iShares TR Core 1-5 Yr USD (27616178 or $27.6M). No changes from the prior quarter are indicated in the filing, with all positions held solely.

• ·Filing submitted on April 27, 2026, for period ending March 31, 2026
• ·All positions held as sole discretion with no put or call options
• ·Business address: 101 West Main St, Suite 720, Norfolk, VA 23510

27-04-2026

Cabot Wealth Management Inc filed its 13F-HR on April 27, 2026, reporting total holdings valued at $869,479,250 across 139 positions as of March 31, 2026, all held on a sole discretionary basis. Largest positions include Apple Inc ($37,451,140), JPMorgan Chase & Co ($21,616,737), iShares TR MBS ETF ($33,343,971), and Taiwan Semiconductor Manufacturing ($31,809,206). No prior period data is available in the filing for comparison.

• ·All 139 positions held with sole voting authority.
• ·No put or call options reported.
• ·Filed under SEC file number 028-05694.

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

New Peoples Bankshares Inc (NWPP) filed an 8-K on April 27, 2026, under Items 2.02 (Results of Operations and Financial Condition) and 9.01 (Financial Statements and Exhibits), likely disclosing Q1 2026 financial results. The filing, sized at 3 MB, includes attached exhibits but no specific monetary figures or performance metrics are available in the provided metadata. No period-over-period comparisons or segment details are evident.

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

DeDora Capital, Inc. filed its 13F-HR on April 27, 2026, disclosing holdings as of March 31, 2026, totaling $407849681 across 123 positions, all held solely on a discretionary basis with sole voting power. The portfolio is diversified with significant allocations to ETFs such as Vanguard Growth ETF (28799220 value), Fidelity Total Bond ETF (26055909), and iShares Core S&P 500 ETF (23288555), alongside individual stocks like Apple Inc (13811460, 54421 shares), Microsoft Corp (6952929, 18783 shares), and NVIDIA Corporation (8361498, 47944 shares). No period-over-period changes are detailed in the filing.

• ·Filing CIK: 0001717658
• ·State of incorporation: CA
• ·Business address: 1600 Main Street, Napa, CA 94559
• ·All positions reported as SH SOLE with 0 shared voting or investment power
• ·Conformed period end: 2026-03-31

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

Eton Pharmaceuticals, Inc. issued a press release on April 27, 2026, announcing that a pilot study for its product candidate ET-700, an extended-release formulation of zinc acetate, is underway. The study will compare ET-700 to Galzin® and a placebo for the treatment of Wilson disease. No financial or performance metrics were reported.

27-04-2026

Shoulder Innovations, Inc. issued a press release on April 27, 2026, announcing the full commercial launch of the InSet™ I-135RFX Humeral Stem. The press release is furnished as Exhibit 99.1 under Item 9.01 and incorporated by reference under Item 7.01 Regulation FD Disclosure. No financial metrics or performance comparisons were disclosed.

• ·Registrant is an emerging growth company.
• ·Common Stock trades on New York Stock Exchange under symbol 'SI'.

27-04-2026

Narodna banka Slovenska, the National Bank of Slovakia, filed a 13F-HR report on April 27, 2026, disclosing its equity holdings as of March 31, 2026. The portfolio consists of three sole-owned positions: Vanguard Total International Stock ETF valued at 1112817835 USD, Vanguard Total Stock Market ETF at 1762446557 USD, and Invesco Actively Managed Exchange Global Equity NE at 126551272 USD. No changes in holdings or performance metrics were reported in this filing.

• ·All holdings reported as SH SOLE with 0 shared voting authority and 0 other manager shares.
• ·Filing CIK: 0002126778; SEC File Number: 028-26828.

27-04-2026

Trademark Financial Management, LLC filed its 13F-HR report on April 27, 2026, for the quarter ended March 31, 2026, disclosing 102 equity positions with a total market value of $204,142,961, all held with sole voting and investment discretion. Largest holdings include iShares Core S&P 500 ETF at $23,664,081, Putnam ETF Trust Focused Large Cap at $11,333,896, J.P. Morgan Core Plus Bond ETF at $10,792,791, and Dimensional ETF Trust International Value at $10,453,697. No short positions, puts, or calls were reported.

• ·Individual stock holdings include Amazon.com Inc ($868,486, 4,170 shares), Apple Inc ($619,701, 2,442 shares), Microsoft Corp ($1,793,650, 4,845 shares), Nvidia Corp ($551,453, 3,162 shares), and Costco Wholesale Corp ($775,627, 778 shares).
• ·All positions reported as SH SOLE with zero put or call options.

27-04-2026

BioMarin Pharmaceutical Inc. completed its acquisition of Amicus Therapeutics for $14.50 per share in an all-cash transaction valued at approximately $4.8 billion, adding Galafold (migalastat) for Fabry disease, Pombiliti (cipaglucosidase alfa-atga) + Opfolda (miglustat) for Pompe disease, and U.S. rights to DMX-200 (Phase 3 for FSGS) to its portfolio. The deal strengthens BioMarin's rare disease focus with global commercial infrastructure. BioMarin expects to provide updated FY 2026 guidance on its Q1 earnings call on May 4, 2026; forward-looking statements highlight integration and regulatory risks.

• ·Galafold approved in more than 40 countries including U.S., EU, U.K., and Japan.
• ·BioMarin founded in 1997, based in San Rafael, California.

27-04-2026

FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND filed its quarterly 13F-HR on April 27, 2026, disclosing 538 equity holdings as of March 31, 2026, with a total portfolio market value of $18343152577. Top positions include Apple Inc. ($1038165556, 4090648 shares), Amazon.com Inc. ($513067938, 2463475 shares), Alphabet Inc. CAP STK CL C ($410109973, 1429652 shares), and Alphabet Inc. CAP STK CL A ($474184714, 1648994 shares), all held solely with no other managers, puts, or calls reported.

• ·All reported holdings are designated as 'SOLE' with zero shares for other managers, put options, and call options.
• ·Portfolio includes positions across diverse sectors including technology (e.g., Broadcom Inc $353151838), financials (e.g., Bank of America Corp $85855088), and consumer (e.g., Costco Wholesale Corp $181874382).

27-04-2026

Balchem Corporation (BCPC) filed a DEFA14A Definitive Additional Proxy Materials on April 27, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing indicates no fee was required and is marked as Definitive Additional Materials, not preliminary or soliciting material. No specific proposals, financial data, or other substantive details are included in the provided filing header.

27-04-2026

Provident Trust Co, based in Waukesha, WI, filed its 13F-HR on April 27, 2026, reporting discretionary equity holdings as of March 31, 2026, with a total portfolio value of $4,782,705,488 across 22 positions, all held solely. Largest holdings include Alphabet Inc Cl A (2,786,854 shares valued at $801,387,736), Alphabet Inc Cl C (2,797,052 shares at $802,362,337), Visa Inc (1,179,848 shares at $356,597,260), Charles Schwab Corp (3,702,825 shares at $347,991,493), and Costco Wholesale Corp (470,364 shares at $468,684,801). No prior period data or changes are disclosed in this snapshot filing.

• ·SEC file number: 028-06481
• ·All holdings reported as SOLE discretionary with zero shared or other manager shares
• ·Business address: N16 W23217 Stone Ridge Drive, Suite 310, Waukesha, WI 53188
• ·Phone: 262-521-2300

27-04-2026

Tennessee Valley Asset Management Partners filed its 13F-HR on April 27, 2026, disclosing institutional holdings as of March 31, 2026, with a total portfolio value of $757071676 across 191 positions, primarily ETFs and equities held with sole voting power. Top holdings include SPDR S&P 500 ETF Trust (CUSIP 78464A854) valued at $137949693 (18.2% of portfolio), iShares Core S&P U.S. Growth ETF (464287671) at $51341500, and iShares U.S. Equity ETF (09290C103) at $45874893. The portfolio features no reported shared voting power or other changes from prior filings in this document.

• ·All positions held with sole voting power (SH SOLE); no shared power reported.
• ·Small options positions include 1 call on Novo-Nordisk (value $16), 2 calls on Citigroup (value $10750), and minor puts on Intel, Citigroup, Shopify.
• ·Firm address: 6025 Brookvale Lane, Suite 160, Knoxville, TN 37919.

27-04-2026

Polaris Capital Management, LLC filed its 13F-HR on April 27, 2026, disclosing 84 equity holdings totaling $1222190003 as of March 31, 2026, all with sole voting power. Top positions by value include Popular Inc ($86959602), Jazz Pharmaceuticals PLC ($78524942), Smurfit Westrock PLC ($54457017), Lantheus Holdings Inc ($46799450), and CVS Health Corp ($37181214). The portfolio spans financials, healthcare, industrials, and energy sectors with no prior period comparison available in this filing.

• ·Filer CIK: 0001316926
• ·Business address: 121 High Street, Boston, MA 02110-2475
• ·SEC file number: 028-11073

27-04-2026

Garrett Wealth Advisory Group, LLC filed its 13F-HR on April 27, 2026, disclosing $562,429,735 in total portfolio value across 134 equity positions as of March 31, 2026, all held with sole voting authority. The largest holding is Energy Transfer LP with 5,479,308 shares valued at $105,750,648, followed by various ETFs such as WisdomTree US LargeCap Fund (750,033 shares, $51,084,714) and SPDR S&P 500 ETF positions. No changes from prior periods or performance metrics are provided in this snapshot filing.

• ·All 134 positions held with sole voting authority (SH SOLE).
• ·One minor put position: Palantir Technologies Inc Cl A, 1,000 shares valued at $146,280.

27-04-2026

GenTrust, LLC filed its 13F-HR report on April 27, 2026, disclosing 282 equity holdings totaling $2336393723 as of March 31, 2026. The portfolio is diversified across individual stocks and ETFs, with top positions including iShares Core U.S. Aggregate Bond ETF ($103817096), iShares TIPS Bond ETF ($81248146), Invesco QQQ Trust ($66894962), Berkshire Hathaway Inc. Del Cl B New ($52139356), and Apple Inc. ($45626982). No period-over-period changes are available in this filing.

• ·Business address: 1450 Brickell Avenue, Suite 3050, Miami, FL 33131
• ·SEC file number: 028-17692
• ·CIK: 0001697110

27-04-2026

Avidia Bancorp reported first quarter 2026 net income of $6.0 million, or $0.32 per share, up from $5.3 million, or $0.29 per share, in Q4 2025, driven by net interest income growth of 1.6% to $24.0 million, net interest margin expansion to 3.61%, and noninterest income increase of 15.3% to $4.3 million. However, total assets declined 1.1% to $2.81 billion, loans decreased 0.6% to $2.28 billion due to seasonally slow growth and specific paydowns, and noninterest expense rose 3.4% to $19.0 million, resulting in a high efficiency ratio of 67.2%. The company declared a quarterly cash dividend of $0.05 per share, payable May 28, 2026.

• ·Provision for credit losses: $859 thousand in Q1 2026.
• ·Net charge-offs: $116 thousand (0.02% annualized) in Q1 2026, improved from 0.65% in Q4 2025.
• ·Non-medical office loan exposure: $88.6 million (3.9% of gross loans), excluding owner-occupied $71.0 million.
• ·Shareholders' equity to total assets: 13.7% at March 31, 2026, up from 13.4%.
• ·Dividend: $0.05 per share, record date May 19, 2026, payable May 28, 2026.

27-04-2026

Thrive Capital Management, LLC filed a 13F-HR disclosing $456284244 in total portfolio value across 169 positions as of March 31, 2026. Top holdings include INVESCO QQQ TR UNIT SER 1 at 14976514 (25948 shares), VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT at 14621998 (228183 shares), and VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF at 11895894 (220091 shares). The portfolio features a mix of ETFs and individual stocks such as NVIDIA CORPORATION (6089528, 34917 shares) and MICROSOFT CORP (4919024, 13289 shares), with no reported changes or performance metrics.

• ·Filing submitted by Rodrigo Diaz on April 27, 2026, for period ending March 31, 2026.
• ·All positions reported as SOLE ownership with 0 other managers.
• ·Additional notable holdings: J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM (6007391, 105988 shares), AMPLIFY ETF TR CEF HIGH INCOME (5955703, 539955 shares).

27-04-2026

Latitude Advisors, LLC filed a 13F-HR report disclosing holdings in 213 securities with a total portfolio value of $218,258,237,000 as of March 31, 2026. Top holdings include Visa Inc. Class A shares valued at $843,730,000 (2,792 shares), iShares 0-5 Year TIPS ETF at $902,807,000 (8,729 shares), and McDonald's Corp. shares at $520,043,000 (1,673 shares). All reported positions are held solely by the filer with sole discretionary authority; no prior period comparisons are provided in the filing.

• ·Filing date: April 27, 2026
• ·Report period end: March 31, 2026
• ·All holdings reported as SH SOLE (sole discretionary shared power to vote or direct vote)
• ·Central Index Key (CIK): 0001843715

27-04-2026

Boyd Watterson Asset Management LLC/OH filed its 13F-HR on April 27, 2026, disclosing 390 equity holdings totaling $325586116 as of March 31, 2026. Top positions include Microsoft Corp ($18244705, 49287 shares), Alphabet Inc-CL A ($16088407, 55948 shares), Broadcom Inc ($14011803, 45271 shares), and JPMorgan Chase ($10888183, 37014 shares), reflecting a diversified portfolio across technology, financials, healthcare, and other sectors with no period-over-period comparisons available in the filing.

• ·Filing covers period ending March 31, 2026
• ·All holdings reported as SOLE discretionary voting power
• ·Business address: 1301 East Ninth Street, Suite 2900, Cleveland, OH 44114

27-04-2026

Geremia Financial Services, LLC filed its 13F-HR on April 27, 2026, for the quarter ended March 31, 2026, disclosing $122,776,941 in total 13F securities across 10 positions, all held with sole voting authority. The largest holding is NVIDIA with 231,287 shares valued at $40,336,453, followed by Goldman Sachs Group Inc at $12,798,137 (15,128 shares) and Apple Inc at $10,047,546 (39,590 shares). No additions or deletions were reported during the period.

• ·All positions reported with sole voting authority and no reported additions or deletions.
• ·Firm address: 1090 King Georges Post Road, Suite 801, Edison, NJ 08837.
• ·Central Index Key: 0002104898.

27-04-2026

River's Edge Wealth Management, LLC filed its 13F-HR report disclosing 46 equity positions with a total market value of $106,542,245,000 as of March 31, 2026. Largest holdings include Schwab Strategic Tr US Mid-Cap ETF ($12,788,324,000), Vanguard Index Fds S&P 500 ETF ($11,943,661,000), iShares Tr MSCI USA Qlt Fct ($10,357,478,000), and Vanguard Specialized Funds Div App ETF ($10,143,177,000). All positions are held solely with no shared voting or investment power.

• ·Report filed on April 27, 2026 for period ending March 31, 2026
• ·All holdings reported with sole voting power and sole investment discretion (columns for shared power: 0)
• ·Central Index Key: 0002109861; SEC File Number: 028-26518

27-04-2026

EyePoint, Inc. issued definitive additional proxy materials for its 2026 Annual Meeting of Stockholders on June 18, 2026, at 9:00 A.M. ET, held virtually at meetnow.global/MUTLA4Z. Proposals include election of eight director nominees, approval of Amendment No. 3 to the 2023 Long-Term Incentive Plan to add 4,900,000 shares, advisory approval of named executive officer compensation, and ratification of Deloitte & Touche LLP as auditors for the fiscal year ending December 31, 2026, with the Board recommending a FOR vote on all.

• ·Proxy materials and 2025 Form 10-K available at www.envisionreports.com/EYPT.
• ·Requests for paper copies must be received by June 8, 2026.

27-04-2026

Kyntra Bio, Inc. has filed definitive additional proxy materials (DEFA14A) for its 2026 Annual Meeting of Stockholders on June 12, 2026, at 8:00 AM PT virtually. Key proposals include electing Michael Kauffman, M.D., Ph.D. as a Class III director (term until 2029), advisory approval of named executive officer compensation, and ratification of PricewaterhouseCoopers LLP as independent auditors for the year ending December 31, 2026. Proxy materials are available online at www.ProxyVote.com or by request before May 29, 2026; voting deadline is June 11, 2026, 11:59 PM ET.

• ·Annual Meeting: June 12, 2026, 8:00 AM Pacific Time, virtually at www.virtualshareholdermeeting.com/KYNB2026
• ·Vote by: June 11, 2026, 11:59 PM ET via www.ProxyVote.com
• ·Request proxy materials by: May 29, 2026 via www.ProxyVote.com, 1-800-579-1639, or sendmaterial@proxyvote.com

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

Abbott Laboratories amended and restated its By-Laws, effective April 24, 2026, originally adopted in 1963. The updated By-Laws specify the principal office location in Lake County, Illinois, and outline procedures for annual shareholder meetings, including election of directors and transaction of business. They impose detailed and stringent requirements for shareholder nominations and proposals, mandating timely written notices 90-120 days prior to the anniversary of the prior annual meeting, with updates and supplements as needed.

• ·Principal office: intersection of State Routes 43 and 137, Lake County, Illinois.
• ·Shareholder notice timeliness: not later than 90th day nor earlier than 120th day prior to prior annual meeting anniversary; adjusted if meeting date shifts by more than 30-60 days.
• ·Notice updates required as of record date and 10 business days prior to meeting.
• ·References Exchange Act rules including Rule 14a-8, Schedule 13D, 13F, 13G.

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

Savers Value Village, Inc. (SVV) filed its DEF 14A proxy statement for the 2026 Annual Meeting of Stockholders, to be held virtually on June 10, 2026, at 9:00 A.M. PT, with a record date of April 13, 2026. Stockholders will vote on electing three Class III directors for three-year terms, ratifying KPMG LLP as independent auditors for the fiscal year ending January 2, 2027, and an advisory approval of named executive officer compensation. The document outlines board governance, including three standing committees (Audit, Compensation, Nominating, Governance & Sustainability) and a Repurchase Committee, with all directors attending at least 75% of meetings in fiscal 2025.

• ·Virtual meeting platform: www.virtualshareholdermeeting.com/SVV2026
• ·Audit Committee financial experts: Aina Konold and Susan O’Farrell
• ·Compensation Committee delegated authority to CEO and Chairperson for certain equity awards
• ·Stockholders Agreement with Ares Funds dated July 3, 2023, impacts director nominations
• ·All non-management directors meet in executive session regularly; independent directors annually

27-04-2026

Avidbank Holdings reported Q1 2026 net income of $9.0 million ($0.84 per diluted share), up from $6.9 million ($0.65) in Q4 2025 and $5.4 million ($0.71) in Q1 2025, with ROAA improving to 1.46%, NIM expanding to 4.38%, and efficiency ratio declining to 50.35%. Loans grew $24.4 million (5% annualized) QoQ and $331.7 million (18%) YoY to $2.17 billion, while deposits rose $13.2 million (2% annualized) QoQ and $269.8 million (14%) YoY to $2.2 billion. However, non-performing assets increased YoY to 0.63%, net charge-offs rose to 0.52%, non-interest income fell to $1.5 million, and non-interest expense increased to $14.1 million.

• ·Repurchased 25,000 shares at average $27.69 per share for $693 thousand.
• ·Conference call scheduled for April 28, 2026 at 11:00 a.m. ET.
• ·Book value per share $26.33 at March 31, 2026, up $0.67 QoQ and $1.48 YoY.
• ·Yield on securities 4.64% Q1 2026, up from 4.61% Q4 2025 and 2.40% Q1 2025.

27-04-2026

Northwest Bancshares reported Q1 2026 GAAP net income of $51 million ($0.34 per diluted share), up 16% YoY from $43 million and 10% QoQ from $46 million, supported by 17% YoY average loan growth to $13.1B, NIM expansion to 3.70% QoQ, and 28% YoY C&I loan growth. However, noninterest income declined 14% QoQ to $33M, classified loans increased to $498M or 3.81% of total loans (up from 2.49% YoY), NIM compressed 17 bps YoY from 3.87%, and average loan yields fell to 5.62% QoQ. The board declared a $0.20 quarterly dividend (6.3% yield) and approved a new $50M share repurchase program over 24 months.

• ·Average investments grew 21.1% YoY to $2,466,992 thousand.
• ·Total noninterest expense declined 8.4% QoQ to $104,038 thousand but increased 13.4% YoY.
• ·Provision for credit losses - loans decreased 40.0% YoY to $4,954 thousand.
• ·126th consecutive quarterly cash dividend.
• ·Headquartered in Columbus, Ohio, with operations in Pennsylvania, New York, Ohio, and Indiana.

27-04-2026

Repligen Corporation urges shareholders to vote for the re-election of directors Dr. Martin D. Madaus, Glenn P. Muir, Karen A. Dawes, and Carrie Eglinton Manner at the 2026 Annual Meeting on May 14, 2026, despite ISS recommending against the Audit Committee members due to past material weaknesses and delayed filings, and Glass Lewis against Dr. Madaus for incomplete board diversity disclosures. The company highlights remediation of two material weaknesses (deferred income tax accounting by Dec 31, 2024, and revenue recognition by Dec 31, 2025), unqualified EY opinions on 2024 and 2025 financials, and new leadership hires; however, two material weaknesses in IT general controls and business process controls remain unremediated as of Dec 31, 2025, with delayed Q3 2024 10-Q and 2024 10-K filings (within SEC grace periods).

• ·Restatement of financials for quarters ended March 31, 2023 through June 30, 2024 and year ended Dec 31, 2023, filed Nov 18, 2024.
• ·Q3 2024 10-Q filed Nov 18, 2024 (due Nov 12, 2024, with NT notice).
• ·2024 Form 10-K filed March 14, 2025 (due March 2, 2025, with NT notice).
• ·2025 Form 10-K filed Feb 26, 2026 (timely).
• ·New hires: Chief Accounting Officer (25+ years exp.), Chief Information Officer (29+ years exp.), Sr. Director of Internal Controls and Compliance, Sr. Manager of IT Controls and Compliance.

27-04-2026

Patrick R. Gruber retired as Chief Executive Officer of Gevo, Inc. on April 1, 2026. On April 22, 2026, the company entered into a Consulting Services Agreement with Patrick Gruber LLC (owned by Dr. Gruber), effective May 1, 2026, under which the consultant will provide transitional services until March 31, 2029, for a monthly fee of $30,000. The agreement includes customary provisions on confidentiality, work product ownership, and indemnification, and is subject to earlier termination by the company for cause or upon Dr. Gruber's death.

• ·Consulting Agreement filed as Exhibit 10.1
• ·Agreement dated April 22, 2026, with effective date of May 1, 2026

27-04-2026

Ideal Power Inc. (IPWR) filed its DEF 14A proxy statement dated April 27, 2026, for its 2026 Annual Meeting, proposing the election of five directors to serve until the 2027 annual meeting, ratification of BPM LLP as independent auditors for the fiscal year ending December 31, 2026, advisory approval of named executive officer compensation, and approval of the Amended and Restated Ideal Power Inc. 2013 Equity Incentive Plan. As of the record date of April 24, 2026, there were 12,155,901 shares of common stock outstanding, with one vote per share. The virtual Annual Meeting will be held online at 10:00 a.m. Central Time, requiring registration by 11:59 p.m. EDT on June 2, 2026.

• ·Annual Meeting online check-in begins at 9:45 a.m. Central Time
• ·Stockholder list available for examination 10 days prior to Annual Meeting via website
• ·Compensation disclosures reference equity awards for Non-PEO/NEO and PEO members for fiscal years 2023, 2024, and 2025

27-04-2026

Stanley Black & Decker, Inc. held its 2026 Annual Meeting of Shareholders on April 24, 2026, where all 10 director nominees were elected with strong support (122.8M-124.8M For votes out of 155.3M outstanding shares). Shareholders approved the Amended and Restated 2024 Omnibus Award Plan (120.2M For), advisory say-on-pay (122.0M For), and Ernst & Young LLP as auditor (134.1M For). However, a shareholder proposal for an independent board chairman failed overwhelmingly (10.5M For vs. 114.5M Against).

• ·Record date for meeting: February 25, 2026
• ·Board approved Amended Plan on February 24, 2026
• ·Fungible ratio adjusted to 2.71 for awards after effectiveness
• ·One-year minimum vesting period added to Amended Plan, subject to exceptions

27-04-2026

Vor Biopharma Inc. (VOR) filed a DEFA14A Definitive Additional Proxy Materials on April 27, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing is marked as no fee required and references the period from January 1, 2025, to December 31, 2025. No additional substantive details, financial metrics, or voting matters are provided in the filing header.

• ·CIK: 0001817229
• ·Filing subcategory: Definitive Additional Materials