S&P 500 Industrials Sector SEC Filings — May 04, 2026

04-05-2026

Global Net Lease, Inc. (GNL) announced a definitive all-stock merger agreement to acquire Modiv Industrial, Inc. (MDV) in a transaction valued at an enterprise value of approximately $535 million, expected to be immediately 4% accretive to GNL's AFFO per share while remaining leverage-neutral with no external capital required. Modiv shareholders will receive 1.975 GNL shares per Modiv share, equating to $18.82 per share (17% premium to May 1, 2026 closing price), resulting in GNL shareholders owning 89% of the combined company. The acquisition adds high-quality industrial net-lease assets with 15.0-year weighted average lease term and 45% investment-grade tenants, extending GNL's portfolio lease term to 7.0 years pro forma from 6.1 years.

• ·Transaction expected to close in Q3 2026, subject to Modiv stockholder approval (no GNL stockholder approval required).
• ·Modiv's portfolio adjusted for previously disclosed dispositions of Northrop Grumman and Kalera properties as of Dec 31, 2025.
• ·GNL to repay all Modiv debt and preferred stock using Revolving Credit Facility and cash on hand.

04-05-2026

Sphere 3D Corp. filed Definitive Additional Materials (DEFA14A proxy statement) on May 04, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing was submitted by the registrant with no fee required. No substantive proxy details, financial data, or voting matters are included in the provided filing content.

04-05-2026

Boise Cascade reported Q1 2026 net income of $17.8 million (down 56% YoY) and sales of $1.5 billion (down 2% YoY), reflecting declines in both Building Materials Distribution (BMD) sales (-1%) and income (-32%), and Wood Products sales (-4%) and income (-52%). Despite challenges including a 5% YoY drop in single-family housing starts (key demand driver), Adjusted EBITDA rose to $166.6 million amid lower costs in some areas, with strong EBITDA growth in both segments (BMD +136%, Wood +228%). The company maintained solid liquidity of $733.8 million and continued capital allocation via $65.5 million in share repurchases and $10.4 million in dividends.

• ·Q2 2026 guidance: Total Adjusted EBITDA $83-115M; BMD EBITDA $65-80M; Wood Products EBITDA $32-47M; Unallocated Corporate Costs ($14)-($12)M.
• ·2026 capex guidance (ex-acquisitions): $150-170M.
• ·Quarterly dividend declared $0.22 per share, payable June 17, 2026.
• ·$148M remaining under share repurchase program post-Q1 and April repurchases.
• ·BMD sales mix YoY: general line +4%, commodities -5%, EWP -7%.
• ·Wood Products EWP prices: LVL -7%, I-joists -7% YoY; plywood +1% YoY.

04-05-2026

Reliance Global Group, Inc. (Nasdaq: EZRA), through its biotech arm LifeSci Global, completed a strategic $2.0 million investment in Innervate Radiopharmaceuticals, acquiring 421,053 shares at $4.75 per share with $500,000 funded at closing and the right to accelerate further funding. The investment targets Innervate's late-stage 18F-mFBG PET imaging agent for neuroblastoma, presenting a $250 million initial market opportunity, with potential expansion into cardiovascular and neurodegenerative markets each exceeding $1 billion, alongside Priority Review Voucher upside. While offering transformative exposure to high-growth radiopharmaceuticals (U.S. sales >$2 billion, global >$5 billion), success depends on regulatory approval and commercialization, with no assurances provided.

• ·Investment approved by independent board members; interested directors recused.
• ·Innervate's neuroblastoma program advancing toward pivotal efficacy/safety study and regulatory submission.
• ·Potential for Rare Pediatric Disease Priority Review Voucher, though no assurance of receipt or monetization.

04-05-2026

PIMCO Asset-Based Lending Company LLC issued and sold unregistered limited liability company interests (Shares) across various classes in Series I and Series II to third-party investors, raising $21,818,877 for Series II Anchor I Shares alone and approximately $44.2 million in total primarily from Series II, with smaller amounts in Series I such as $76,870 for Anchor II Shares. As of March 31, 2026, the Net Asset Value per Share ranged from $10.19 to $10.36 across classes, and distributions of $0.0450 to $0.0822 per Share were declared on April 30, 2026, payable on or about May 20, 2026. The company intends to conduct quarterly share repurchases of up to 5.0% of aggregate Net Asset Value across both Series.

• ·Share sales occurred on April 1, 2026, with final numbers determined on April 28, 2026.
• ·Repurchase request deadline is May 12, 2026 (4:00 p.m. Eastern Time); expected payment date is May 19, 2026.
• ·Sales exempt under Section 4(a)(2), Regulation D, and/or Regulation S.
• ·No Anchor I-B, Anchor II-B, or Standard B Shares outstanding for Series II as of March 31, 2026.

04-05-2026

Artificial Intelligence Technology Solutions Inc. (AITX) filed an 8-K on May 4, 2026, under Items 8.01 and 9.01, announcing the issuance of a press release titled 'AITX to Present at the LD Micro Invitational XVI,' attached as Exhibit 99.1. The information is furnished and not deemed filed or material under securities regulations. No financial or operational metrics were disclosed.

04-05-2026

Crystal Rock Capital Management filed its 13F-HR on May 4, 2026, disclosing 32 equity holdings valued at $168,441,756 as of March 31, 2026, all with sole voting and dispositive power. Top positions include Alphabet Inc Class A ($18,396,651), Vertiv Holdings Co ($16,268,907), Meta Platforms Inc Class A ($16,377,793), and Amazon.com Inc ($10,086,516). The portfolio features concentrated exposure to technology and healthcare names such as NVIDIA, CrowdStrike, Eli Lilly, and Intuitive Surgical.

• ·Filer CIK: 0001510668
• ·SEC File Number: 028-14105
• ·Business address: 2201 Waukegan Road, Suite 245, Bannockburn, IL 60015
• ·Phone: 847-282-7010
• ·All holdings reported with 0 shared power, 0 put/call options

04-05-2026

Bank Hapoalim BM filed its 13F-HR on May 4, 2026, for the period ended March 31, 2026, disclosing total equity and fixed income holdings valued at $651,868,000 across 117 positions. The portfolio is heavily weighted toward ETFs, with top holdings including Vanguard Index Fds S&P 500 ETF SHS at $87,307,000 (146,108 shares sole), Vanguard Bd Index Fds Intermed Term at $39,564,000 (514,490 shares sole), and State Str Spdr S&P 500 ETF T Tr Unit at $35,510,000 (54,602 shares defined). Individual stock positions include major tech names like Microsoft Corp ($10,796,000, 29,165 shares) and Apple Inc ($6,223,000, 24,520 shares), alongside sector ETFs and some principal debt positions.

• ·Signed by Adi Dauber on May 1, 2026.
• ·Notable fixed income: Rivian Automotive Inc Note principal 100000 ($100,000), Solaredge Technologies Inc Note principal 770000 ($770,000), SPDR Series Trust PRN 522551 ($522,551).
• ·Tech-heavy stocks include Nvidia Corporation (17,200 shares, $3,000,000), Amazon Com Inc (89,180 shares, $18,574,000), Alphabet Inc Cap Stk Cl C (60,345 shares, $17,311,000).

04-05-2026

Cabaletta Bio, Inc. plans to present new clinical and translational data from 4 refractory patients treated with rese-cel at the lowest dose without preconditioning in the RESET-PV trial at the ASGCT 2026 Annual Meeting on May 14, 2026, showing clear biologic and clinical activity after discontinuing immunomodulators, with 2 of 4 patients demonstrating compelling activity through 6 months, 3 of 4 off all immunomodulators and steroids, and complete peripheral B cell elimination in 3 of 4. Safety was favorable with Grade 1 CRS in 1 of 4 patients and no ICANS observed. Multiple additional patients have been enrolled at a higher dose in RESET-PV with durability data expected in H2 2026, while the initial dose cohort in the RESET-SLE trial is fully enrolled with data anticipated in H1 2026.

• ·Data cut-off date: April 2, 2026
• ·Presentation date: May 14, 2026 at ASGCT 2026 Annual Meeting
• ·RESET-PV is first study in RESET program without cyclophosphamide and fludarabine preconditioning
• ·Higher dose cohort in RESET-PV: multiple additional patients enrolled; durability data anticipated H2 2026
• ·RESET-SLE initial dose cohort fully enrolled; initial data anticipated H1 2026

04-05-2026

Community West Bancshares announced that its Executive Management will meet with investors at the D.A. Davidson Financial Institutions Conference in Nashville, Tennessee, on May 4-6, 2026. A copy of the investor presentation (Exhibit 99.1) is furnished with this 8-K filing under Item 7.01.

• ·Filing dated May 1, 2026 (earliest event reported)
• ·Securities: Common Stock, no par value (CWBC on NASDAQ)

04-05-2026

For the three months ended March 31, 2026, total operating revenue increased 4.8% YoY to $6,672 million, with energy revenue up 5.5% to $5,810 million while real estate revenue was essentially flat at $862 million. Operating income rose 5.4% YoY to $1,458 million; however, net income attributable to BHE shareholders declined 6.2% to $1,114 million due to higher interest expense and reduced other income. Total assets expanded 2.5% QoQ to $152,029 million as of March 31, 2026, supported by cash surging 148% to $4,203 million, though property, plant and equipment net decreased 0.7% to $111,566 million.

• ·Wildfires liabilities (current portion) decreased QoQ to $160M from $734M.
• ·Short-term debt decreased QoQ to $1,005M from $1,997M.
• ·Interest expense increased 8.7% YoY to $746M.
• ·Subsidiary senior debt increased to $45,500M from $42,759M as of December 31, 2025.

04-05-2026

Apimeds Pharmaceuticals US, Inc. entered into a Settlement Agreement on April 24, 2026, resolving disputes from a prior Merger Agreement, under which Lokahi Therapeutics retains the Apitox program and provides a $4M working capital contribution plus forgiveness of a $750k advance, while the Company forms Newco and distributes 51% of Lokahi stock. Concurrently, a Forbearance Agreement with Alto Opportunity Master Fund grants temporary relief from defaults on an $11M convertible note until June 30, 2026, subject to strict conditions including timely 10-K filing and NYSE compliance. However, the Side Letter allows potential merger unwind if the 10-K is delayed past April 30, 2026 or receives a qualified audit opinion, and board changes introduce interim uncertainty with Mr. Koo's resignation and planned transition to new directors.

• ·Irrevocable proxy granted by Inscobee Parties to Dr. Vin Menon and Captain Sandeep Singh Yadav until the later of NYSE approval, Preferred Stock Conversion, NYSE denial, or July 30, 2026.
• ·Newco to receive 10% of net financing proceeds from Company's existing investor arrangement; spin-off expected within 12 months, extendable by another 12 months.
• ·Forbearance Conditions include 10-K filing by April 30, 2026, registration statement effective by June 30, 2026, 1-for-10 reverse stock split, and NYSE compliance by June 30, 2026.
• ·Stockholder Consents purporting to remove directors declared void; board temporarily reduces to three members during Interim Period until 10-K filing.

04-05-2026

Yahav Achim Ve Achayot - Provident Funds Management Co Ltd., a Tel Aviv-based firm, filed Form 13F-HR on May 04, 2026, disclosing 26 equity holdings as of March 31, 2026, with no changes reported during the quarter. Top holdings by market value include Invesco QQQ Trust (11,642 shares valued at $6,719,530), VanEck Semiconductor ETF (13,203 shares at $5,062,030), Tower Semiconductor Ltd (27,858 shares at $4,888,522), Global X US Infrastructure Development ETF (62,840 shares at $3,192,900), and BWX Technologies Inc (15,205 shares at $3,109,270). The portfolio is heavily weighted toward technology, semiconductors, ETFs, and select industrials.

• ·Report period end date: March 31, 2026
• ·Filing date: May 04, 2026
• ·No additions or reductions reported (all positions show 0 0 for changes)
• ·Business address: 14 Weitzman St., Tel-Aviv L3 6423914
• ·Phone: 9723541394
• ·SEC file number: 028-21424

04-05-2026

Arbejdsmarkedets Tillaegspension filed its 13F-HR on May 4, 2026, disclosing 169 U.S. equity holdings totaling $4,019,890,212 as of March 31, 2026, all held with sole discretionary voting authority. Top positions include NextEra Energy Inc at $25,685,035 (276,540 shares), Newmont Corp at $27,698,252 (255,873 shares), and National Fuel Gas Co at $25,688,852 (273,402 shares). No changes, additions, or reductions are indicated in this quarterly snapshot filing.

• ·Filer CIK: 0002105395
• ·LEI: 549300Y1IIQ0WYJR9F68
• ·Business address: Kongens Vaenge 8, Hilleroed, G7 3400
• ·SEC file number: 028-26080

04-05-2026

BioCryst Pharmaceuticals entered into a license agreement granting an Irish affiliate of Neopharmed Gentili S.p.A. exclusive rights to commercialize navenibart for hereditary angioedema in Europe. The Company will receive $70 million upfront, up to $275 million in regulatory and sales milestones, and tiered royalties ranging from 18% to 30% on net sales. No declines or flat performance metrics were reported.

• ·Navenibart is an investigational, long-acting plasma kallikrein inhibitor.
• ·Agreement targets hereditary angioedema commercialization in Europe.

04-05-2026

Cogent Communications reported Q1 2026 service revenue of $239.2 million, down 0.6% QoQ from $240.5 million and down 3.2% YoY from $247.0 million, driven by a 4.2% QoQ and 17.0% YoY decline in off-net revenue to $89.0 million, though on-net revenue rose 1.0% QoQ to $135.6 million and wavelength revenue surged 12.3% QoQ and 90.8% YoY to $13.6 million. Adjusted EBITDA increased 2.1% YoY to $70.2 million with a margin expansion to 29.3%, while net loss per share was $(0.83), worsening from $(0.64) QoQ but improving from $(1.09) YoY; the board approved a $0.02 per share quarterly dividend.

• ·Non-core revenue declined to $1.0 million in Q1 2026 from $1.2 million QoQ and $3.0 million YoY.
• ·GAAP gross margin improved to 23.4% in Q1 2026 from 22.3% QoQ and 13.6% YoY.
• ·IP network traffic increased 4% QoQ and 14% YoY.
• ·Net cash from operating activities was $14.8 million in Q1 2026, up from $(6.0) million QoQ.

04-05-2026

CNS Pharmaceuticals, Inc. entered into a private placement with institutional investors for 650,000 shares of common stock at $2.30 per share and pre-funded warrants to purchase 9,143,479 shares at $2.299 per warrant, expecting gross proceeds of approximately $22.5 million before fees for acquiring new assets and general corporate purposes. Jerzy (George) Gumulka resigned from the Board without any disagreements, and Michal Fisher was appointed as an independent director with extensive life sciences experience. The offering includes a 120-day lock-up on equity sales and restrictions on variable rate transactions for one year.

• ·Closing of offering expected on May 5, 2026, subject to customary conditions.
• ·Registration statement for resale of shares to be filed within 15 days of closing, effective within 60 days (or 90 days if reviewed).
• ·No equity sales or variable rate transactions for 120 days post-registration effectiveness (with exceptions), and no variable rate transactions for one year post-closing.

04-05-2026

Apellis Pharmaceuticals, Inc. amended and restated its Executive Separation Benefits and Retention Plan (A&R Separation Benefits Plan) effective upon the closing of its merger with Biogen Inc., as per the Merger Agreement. The amendments accelerate vesting of Converted Options and Converted RSU Awards for participants, including named executive officers, upon termination without cause or resignation for good reason, and modify the 'Good Reason' definition for C-Level Officers to not exclude changes due to becoming a subsidiary. No financial impacts or performance metrics are disclosed in the filing.

• ·Amendments apply to all participants including named executive officers.
• ·Plan effective on Closing Date of Merger Agreement.
• ·Date of earliest event: April 28, 2026; Filing Date: May 4, 2026.

04-05-2026

The Marzetti Company reported fiscal Q3 ended March 31, 2026 net sales declined 1.0% to $453.4 million from $457.8 million, driven by a 3.2% drop in Retail net sales to $233.8 million despite Foodservice net sales rising 1.5% to $219.6 million. Gross profit reached a record $107.2 million, up 1.2% with margin expansion to 23.6%, but SG&A expenses rose to $61.4 million and operating income fell $3.3 million to $46.6 million, resulting in EPS of $1.35 versus $1.49 last year. Year-to-date net sales grew 2.2% to $1,464.8 million, with net income up to $143.3 million or $5.21 per diluted share.

• ·Completed acquisition of Bachan’s, Inc. on May 1, 2026.
• ·Q3 SG&A included $3.5M acquisition-related costs vs $1.7M prior year.
• ·Insurance claim proceeds of $0.8M in Q3.
• ·Total assets increased to $1,356.1M as of March 31, 2026 from $1,274.7M at June 30, 2025.
• ·Cash and equivalents $218.4M as of March 31, 2026.

04-05-2026

Barrett & Company, Inc. filed its quarterly 13F-HR report disclosing a portfolio of 652 equity positions totaling $290,586,933 as of March 31, 2026. Top holdings include Apple Inc. COM ($7,013,856 for 27,636 shares), FIRST TR EXCHANGE-TRADED FD SHS ($6,327,440 for 134,540 shares), Alphabet Inc. CAP STK CL A ($5,113,009 for 17,802 shares), Amazon.com Inc. COM ($4,782,733 for 22,964 shares), and Meta Platforms Inc. CL A ($3,253,238 for 5,686 shares). All positions are held with sole discretionary authority, with no other managers reported.

• ·Filing date: May 04, 2026
• ·Report period end: March 31, 2026
• ·All holdings reported as sole discretionary with 0 shared, 0 other managers, 0 performance row

04-05-2026

Eagle Bancorp Montana, Inc. announced via 8-K that its executive officers will make presentations to institutional investors during the first full week of May 2026. Investor presentation materials are furnished as Exhibit 99.1 under Item 7.01. This disclosure is not deemed filed for liability purposes under the Securities Exchange Act.

• ·Filing Date: May 4, 2026
• ·Date of Earliest Event Reported: May 4, 2026
• ·Securities: Common Stock, par value $0.01 per share (EBMT) on NASDAQ Global Market
• ·Principal Executive Offices: 1400 Prospect Ave., Helena, MT 59601
• ·Telephone: (406) 442-3080

04-05-2026

Tuttle Capital Management, LLC filed a 13F-HR report disclosing total holdings of $60,821,703 across 124 positions as of March 31, 2026, with sole voting authority on all positions. Top holdings include NVIDIA Corporation COM at $3,062,289 (17,559 shares), Meta Platforms Inc CL A at $2,816,024 (4,922 shares), and Tesla Inc COM at $2,286,635 (6,151 shares). The portfolio features significant exposure to technology stocks and SPAC units, with no quarter-over-quarter change data provided in the filing.

• ·Filing date: May 04, 2026
• ·Report period end: March 31, 2026
• ·All positions held with sole voting authority
• ·Significant allocations to SPAC units (e.g., Abony Acquisition Corp I Unit $99,400)

04-05-2026

Inlight Wealth Management, LLC filed its Form 13F-HR on May 04, 2026, for the quarter ended March 31, 2026, disclosing 50 holdings with a total portfolio value of $270,085,054, primarily in diversified ETFs and stocks. Top positions include Vanguard FTSE Developed Markets ETF ($40.8 million), iShares 1-3 Year International Treasury Bond ETF ($24.7 million), Invesco S&P 500 Equal Weight ETF ($22.2 million), iShares Core S&P Small-Cap ETF ($21.7 million), and Pacer US Cash Cows 100 ETF ($17.9 million). The portfolio emphasizes international exposure, treasuries, value, and equal-weight strategies with no reported changes requiring period-over-period analysis in this filing.

• ·Filing Date: May 04, 2026
• ·Report Period End: March 31, 2026
• ·Central Index Key: 0001731795
• ·State of Incorporation: GA
• ·Business Address: 1175 Peachtree Street NE, Suite 360, Atlanta, GA 30361

04-05-2026

Henderson Brothers Financial Partners, LLC reported $394,858,192 in total 13F securities holdings as of March 31, 2026, across 105 positions, all held with sole voting and investment discretion. The portfolio emphasizes fixed income and equity ETFs, with the largest positions in Fidelity Merrimack STR TR Total BD ETF ($73,302,710), iShares TR 0-3 MNTH TREASRY ($31,399,482), American Century ETF TR Intl Eqt ETF ($27,786,736), and iShares TR US Treas BD ETF ($23,061,042). Individual stocks such as Apple Inc ($1,531,916), Amazon.com Inc ($1,374,372), and NVIDIA Corporation ($2,126,987) represent smaller but notable allocations.

• ·All 105 positions held with sole voting and sole investment discretion power (no shared or other discretion reported).
• ·Filing submitted on May 04, 2026 for period ending March 31, 2026.
• ·Portfolio includes significant exposure to short-term treasuries, international equity ETFs, and U.S. large-cap stocks.

04-05-2026

Montaka Global Pty Ltd, an institutional investment manager based in Sydney, Australia, filed a 13F-HR report disclosing holdings in 21 equity securities with a total market value of $167,298,667 as of March 31, 2026. Top positions include Amazon.com Inc ($20,434,203), Microsoft Corp ($18,075,771), Meta Platforms Inc ($15,058,462), Alphabet Inc ($14,451,328), and KKR & Co Inc ($12,314,155), reflecting a focus on technology and financial services. All reported positions are held solely with full discretionary voting authority and no other managers.

• ·Filing submitted on May 04, 2026, for period ending March 31, 2026
• ·All positions reported as SH SOLE (sole discretionary voting authority) with no put/call options or other managers
• ·Firm's address: Suite 18.02, Level 18, 25 Bligh Street, Sydney, Australia

04-05-2026

Barclays Commercial Mortgage Securities LLC announced the execution of an Underwriting Agreement dated April 30, 2026, for the issuance of Public Certificates with an aggregate initial principal amount of $472,934,000 and Private Certificates of $60,701,596, backed by 33 commercial mortgage loans forming BBCMS Mortgage Trust 2026-5C41, with closing scheduled for May 21, 2026. The trust involves multiple sponsors including Barclays Capital Real Estate Inc., BSPRT CMBS Finance LLC, Zions Bancorporation N.A., KeyBank National Association, and others, with Trimont LLC as master servicer and CWCapital Asset Management LLC as special servicer. No performance data or comparisons are provided as this pertains to a new securitization issuance.

• ·Pooling and Servicing Agreement dated and effective May 1, 2026.
• ·KeyBank National Association appointed as primary servicer for five mortgage loans representing 9.6% of initial pool balance via Primary Servicing Agreement dated May 1, 2026.
• ·Certain Whole Loans serviced under Non-Serviced PSAs (e.g., Compass Storage under Exhibit 4.2, HKB Portfolio under 4.3).

04-05-2026

UWM Holdings Corporation filed an 8-K on May 4, 2026, under Items 7.01 (Regulation FD Disclosure) and 9.01 (Financial Statements and Exhibits), furnishing a press release dated May 4, 2026, as Exhibit 99.1. The filing contains no specific financial metrics, performance data, or operational details from the press release content.

04-05-2026

Wolverine Asset Management LLC filed its 13F-HR on May 4, 2026, for the quarter ended March 31, 2026, disclosing $10,385,193,392 in total holdings across 1,678 positions, predominantly call and put options on equities. Key call positions include Apple Inc ($116.5M, 459,200 shares), NVIDIA Corporation ($49.7M, 285,000 shares), and Meta Platforms Inc ($50.3M, 87,900 shares), while significant put positions feature Alibaba Group Holding Ltd ($94.1M, 750,100 shares), Apple Inc ($76.7M, 302,100 shares), and First Majestic Silver Corp ($39.8M, 1,853,600 shares). No prior quarter comparisons are provided in the filing.

• ·SEC file number: 028-10687
• ·Business address: 175 W. Jackson Street, Suite 340, Chicago, IL 60604
• ·Phone: 312-884-4400
• ·All positions reported as defined (DFND) with sole voting power

04-05-2026

Pettee Investors, Inc. filed its 13F-HR on May 4, 2026, disclosing $194.2B in equity holdings as of March 31, 2026, across 115 positions primarily with sole voting authority. Top holdings include JPMorgan Chase ($14.1B), Johnson & Johnson ($9.6B), Apple ($8.1B), Alphabet Class C ($8.1B), and Microsoft ($7.8B), reflecting a diversified large-cap portfolio. No period-over-period changes are detailed in this snapshot filing.

• ·Filed as of date: May 04, 2026
• ·Conformed period of report: 03-31-2026
• ·Business address: 137 Rowayton Avenue, Suite 430, Rowayton, CT 06853
• ·State of incorporation: CT
• ·Portfolio includes REITs such as Digital Realty Trust, Kite Realty Group, and Apple Hospitality

04-05-2026

ONE WEALTH CAPITAL MANAGEMENT, LLC filed its 13F-HR on May 04, 2026, reporting holdings as of March 31, 2026, with a total portfolio value of $228848970 across 130 positions, all held with sole voting and dispositive power. Top holdings include Microsoft Corp valued at $38544423 (89795 shares), iShares Core S&P 500 ETF at $16362703 (22886 shares), and Broadcom Inc positions totaling approximately $13017739. No period-over-period changes are disclosed in this filing.

• ·All positions reported with sole voting and sole dispositive power (SH SOLE)
• ·SEC file number: 028-24535
• ·Business address: 4900 North Scottsdale Road, Suite 4900, Scottsdale, AZ 85251

04-05-2026

Westside Investment Management, Inc. filed its 13F-HR on May 4, 2026, reporting holdings as of March 31, 2026, with a total portfolio market value of $652,673,362 across 1,945 positions held on a sole basis. Top holdings include Eton Pharmaceuticals ($11.5M, 467,415 shares), Apple Inc. ($10.9M, 43,131 shares), Alphabet Inc. Class C ($10.7M, 37,333 shares), Amazon.com Inc. ($7.8M, 37,538 shares), and Coherent Corp. ($6.4M, 27,031 shares). The diverse portfolio spans technology, healthcare, ETFs, and other sectors with many small positions.

• ·Business address: 2444 Wilshire Blvd Ste 303, Santa Monica, CA 90403
• ·Phone: 310-315-9400
• ·SEC file number: 028-18045

04-05-2026

Prodigy Asset Management LLC filed its 13F-HR on May 04, 2026, disclosing $299,508,853,000 in total holdings as of March 31, 2026, across 28 positions primarily in ETFs and large-cap stocks. Top holdings include Morgan Stanley ETF Trust Eaton Vance Tota at $116,246,232,000 (2,290,566 shares), Berkshire Hathaway Inc Del Cl A at $33,034,440,000 (46 shares), and 2023 ETF Series Trust Eagle Capital SE at $9,753,698,000 (320,634 shares). Other significant positions feature Apple Inc ($1,287,473,000, 5,073 shares), Microsoft Corp ($1,926,177,000, 5,203 shares), and Alphabet Inc Cap Stk Cl A ($663,446,000, 2,307 shares).

• ·Report period end date: March 31, 2026
• ·Filing date: May 04, 2026
• ·Company address: 13710 FNB Parkway, Suite 205, Omaha, NE 68154
• ·Phone: 402-493-9875
• ·SEC file number: 028-25110

04-05-2026

Bridgeline Digital, Inc. (BLIN) filed an 8-K on May 4, 2026, furnishing two press releases under Item 7.01: Exhibit 99.1 dated April 28, 2026, and Exhibit 99.2 dated April 30, 2026. The filing, signed by CFO Thomas R. Windhausen, relates to the earliest event on April 28, 2026, and is not deemed filed under Section 18 of the Exchange Act.

04-05-2026

Madison Square Garden Sports Corp. appointed Paul DiCicco, aged 51 with prior CFO experience at Stephen Gould Corporation and roles at Harris Blitzer Sports and Entertainment LLC, as Executive Vice President, Chief Financial Officer, and Treasurer effective May 11,

04-05-2026

Backblaze reported Q1 2026 revenue of $38,666 growing 11.7% YoY from $34,613, driven by 24.3% growth in B2 Cloud Storage to $22,428, while Computer Backup revenue declined 2.0% to $16,238; gross profit rose 22.1% to $23,529. Net loss narrowed to $6,147 or ($0.10) per share from $9,324 or ($0.17) per share YoY, but operating cash flow fell 32.0% to $3,360 and cash decreased 10% QoQ to $26,276. Total assets grew slightly to $192,666 from $191,826 QoQ.

• ·Operating expenses increased slightly to $28,882 from $28,027 YoY.
• ·Loss from operations improved to ($5,353) from ($8,771) YoY.
• ·Accounts receivable concentration: 2 customers represent 33% as of Mar 31, 2026 (down from 38% Dec 31, 2025).
• ·Accounts payable concentration: 4 vendors represent 54% as of Mar 31, 2026 (up from 23% and 2 vendors Dec 31, 2025).

04-05-2026

Diamondback Energy reported Q1 2026 average oil production of 521.0 MBO/d (979.4 MBOE/d), net cash from operations of $1.8 billion, and Adjusted Free Cash Flow of $1.7 billion, while repurchasing 3.3 million shares for $548 million and raising the base dividend 10% YoY to $1.10 per share. However, realized combined price per BOE declined YoY to $43.40 from $47.77, cash costs per BOE rose slightly QoQ to $11.26, and Q1 cash capex of $933 million was marginally lower than $942 million YoY. The company raised full-year 2026 oil production guidance to 520+ MBO/d (~5% organic YoY growth) and capex to ~$3.90 billion, repaid its $550 million term loan, and retired $777 million in notes via tender offer.

• ·Standalone liquidity of $2,646M at March 31, 2026 including $2,500M credit facility availability.
• ·Q2 2026 oil production guidance: 515-525 MBO/d (950-990 MBOE/d).
• ·Updated FY2026 net lateral footage completed guidance: 6,100-6,500 thousand feet (raised from 5,900-6,300).
• ·Share repurchase authorization remaining: $2.1B as of May 1, 2026.

04-05-2026

Vertex reported Q1 2026 total revenue of $2.99 billion, up 8% YoY from Q1 2025, driven by strong CF performance, U.S. ALYFTREK initiations, and contributions from CASGEVY ($43 million) and JOURNAVX ($29 million), which accounted for over 25% of growth. However, combined GAAP R&D, Acquired IPR&D, and SG&A expenses rose to $1.5 billion from $1.4 billion YoY due to investments in JOURNAVX launch and renal franchise build-out, while the VX-522 CF program was terminated due to tolerability issues. The company reiterated FY 2026 revenue guidance of $12.95 to $13.1 billion, including $500 million or more from non-CF products.

• ·VX-522 CFTR modulator program terminated after Phase 1/2 due to persistent tolerability issues, precluding further development.
• ·Povetacicept rolling BLA submitted to FDA for accelerated approval in IgAN using Priority Review Voucher; Phase 3 in pMN initiated.
• ·CASGEVY U.S. regulatory submission completed for ages 5 to <12 years in SCD/TDT; awarded FDA National Priority Voucher.
• ·JOURNAVX added to CMS NOPAIN Act separate payment list (retroactive Jan 23, 2026); agreement with major PBM for Medicare Part D coverage (10M lives, effective May 1).
• ·FY 2026 guidance unchanged: non-CF revenue $500M+; combined GAAP expenses $6.3-6.45B; non-GAAP $5.65-5.75B.

04-05-2026

Biodesix Inc (BDSX) reported Q1 2026 revenue of $25,555, up 42% YoY from $17,958, driven by growth, while narrowing net loss to $7,793 from $11,101 and improving loss from operations to $6,201 from $9,136. However, total operating expenses rose 17% YoY to $31,756, primarily due to higher sales, marketing, G&A at $24,261 (up 19%), and operating cash use increased to $10,168 from $8,602. Cash and equivalents grew to $25,572 from $18,987 at Dec 31, 2025, supported by $16,897 in financing activities including equity issuance, turning stockholders' equity positive at $9,132 from a $2,465 deficit.

• ·Accounts receivable increased to $9,500 from $9,036 QoQ.
• ·Long-term notes payable decreased to $46,487 from $47,445 QoQ.
• ·Weighted-average shares outstanding increased to 9,656 from 7,300 YoY.
• ·Issuance of common stock net proceeds: $16,669 in Q1 2026.
• ·Share-based compensation expense: $1,115 in Q1 2026 vs $972 in Q1 2025.

04-05-2026

G-III Apparel Group's Compensation Committee awarded performance share units (PSUs) to five Named Executive Officers under the 2023 Long-Term Incentive Plan, totaling 259,115 PSUs, with vesting tied to three-year performance metrics for fiscal 2027-2029. Vesting is weighted 75% on cumulative Adjusted EBIT and 25% on average ROIC (after 28.5% hypothetical tax), adjustable from 0% to 150% of target based on achievement levels. Settlement of vested PSUs will occur on or within 90 days after April 15, 2029, subject to continued service.

• ·PSU vesting requires achievement of minimum thresholds for each metric; none vest if below minimum.
• ·Adjustments to GAAP results may apply for Adjusted EBIT and ROIC calculations in specified situations.
• ·PSU share count adjustable for stock splits, dividends, and other extraordinary corporate events.

04-05-2026

PagerDuty, Inc.'s 2026 Proxy Statement outlines the virtual Annual Meeting on June 18, 2026, seeking approval to elect four Class I directors (Donald J. Carty, Sarah Franklin, William Losch, Jennifer Tejada) for terms expiring in 2029, ratify PricewaterhouseCoopers LLP as independent auditors for the fiscal year ending January 31, 2027, and an advisory vote on named executive officer compensation. The Board comprises 10 members (90% independent, 60% female, average tenure 4.5 years), with all current directors attending the prior year's meeting. No performance metrics or changes are detailed in the provided content.

• ·Record Date: April 20, 2026
• ·Annual Meeting: June 18, 2026 at 2:00 p.m. Pacific Time via www.virtualshareholdermeeting.com/PD2026
• ·Fiscal year ended January 31, 2026 (Form 10-K referenced)
• ·Board attendance: All current directors attended 2025 Annual Meeting

04-05-2026

On May 4, 2026, the Board of Directors of Hewlett Packard Enterprise Company (HPE) approved a cash dividend of $0.953125 per share on its 7.625% Series C Mandatory Convertible Preferred Stock, payable on June 1, 2026, to holders of record as of the close of business on May 15, 2026. The declaration and payment are subject to the Board's sole discretion and must come from legally available sources.

• ·If the dividend payment date is not a business day, payment will be made on the next succeeding business day without interest or other payment in lieu thereof.
• ·Information in Item 7.01 is not deemed 'filed' under Section 18 of the Exchange Act or incorporated by reference into any Securities Act filing.

04-05-2026

Ocugen reported significant pipeline progress including completed Phase 3 enrollment for OCU400 with rolling BLA expected in Q3 2026 and topline data in Q1 2027, early completion of dosing in the OCU410ST Phase 2/3 GARDian3 trial with BLA planned by mid-2027, and positive 12-month Phase 2 data for OCU410. Preliminary unaudited cash, cash equivalents, and restricted cash stood at $32.2 million as of March 31, 2026, with 338,318,899 shares of common stock outstanding. Additional advancements include FDA/EMA designations and NIAID-planned Phase 1 for OCU500 in Q2 2026.

• ·February 2025: EMA positive opinion for OCU400 ATMP classification.
• ·May 2025: FDA Rare Pediatric Disease Designation for OCU410ST.
• ·November 2024: EMA orphan medicinal product designation for OCU410ST.
• ·August 2025: EMA acceptability of single U.S.-based OCU410ST trial for MAA.
• ·March 2025: EMA ATMP classification for OCU410 and OCU410ST.
• ·Q1 2026: OCU200 Phase 1 enrollment completed.

04-05-2026

Shore Bancshares Inc. reported net income of $17,088 thousand for the three months ended March 31, 2026, up 24.1% YoY from $13,764 thousand, with net interest income rising 14.5% to $52,555 thousand due to higher interest on loans and lower interest expense. However, total assets decreased 0.8% QoQ to $6,206,063 thousand, loans net fell 1.1% QoQ to $4,789,549 thousand, and deposits declined 1.3% QoQ to $5,461,620 thousand. Noninterest expenses increased 9.9% YoY to $37,056 thousand, driven by a 19.5% rise in salaries and employee benefits.

• ·Provision for credit losses decreased to $85 thousand in Q1 2026 from $1,028 thousand in Q1 2025.
• ·Basic and diluted EPS both increased to $0.51 from $0.41 YoY.
• ·Dividends paid per common share remained flat at $0.12.
• ·Cash and cash equivalents decreased $14,744 thousand QoQ to $340,822 thousand.

04-05-2026

Blake Schutter Theil Wealth Advisors, LLC disclosed $122688730 in total equity holdings across 111 positions in its 13F-HR filing as of March 31, 2026. The portfolio is dominated by ETFs including Fidelity Covington Trust Enhanced Large ($17179263), Schwab Strategic Trust Intermediate-Term U.S. Treasury ETF ($8764392), and iShares Core Dividend ETF ($4387210), with notable stock positions in Apple Inc. ($3101673) and Alphabet Inc. Class A ($1687356). This snapshot provides no period-over-period comparisons or performance data.

• ·All positions reported as sole discretionary voting authority with zero shares for other managers.
• ·Filing submitted on May 04, 2026, for period ending March 31, 2026.
• ·Firm address: 7777 Washington Village Dr, Ste 120, Dayton, OH 45459.