Executive Summary
Across 45 filings dominated by Q1 2026 results and institutional 13Fs, S&P 500 Technology peers like Apple and KLA showcased robust growth with Apple posting record Q2 FY2026 revenue of $111.2B (+17% YoY) and Services +16% YoY, while KLA reported Q3 FY2026 revenue +11.5% YoY to $3.4B; however, broader filings reveal mixed sector trends with average revenue growth ~8-10% YoY in reporting companies but frequent margin compressions (e.g., -270bps at BMS, -2.4% NIM at NorthEast). Institutional 13Fs from Munich Re ($4B portfolio top NVDA/MSFT), Arista Wealth (AAPL/SPY heavy), and others confirm sustained overweight in mega-cap tech amid diversified holdings. Capital allocation trends favor shareholders with Apple's +4% dividend hike to $0.27/share and $100B buyback authorization, KLA's $1.72B repurchases, First Northern's 5% stock dividend +6% repurchase, and multiple quarterly dividends (e.g., Esquire $0.20/share). Forward guidance largely stable or upbeat (Weave FY rev $275-278M, Smurfit EBITDA $5-5.3B reaffirmed), but outliers like NCS Multistage's net loss signal caution. Portfolio-level: 7/12 growth reporters beat YoY revenue (avg +12%), but 6/10 saw margin/FFO declines; tech outliers outperform with ROE/ROA strength. Key implication: Favor tech leaders amid capital returns surge, monitor June AGMs for governance catalysts.
Tracking the trend? Catch up on the prior S&P 500 Technology Sector SEC Filings digest from April 23, 2026.
Investment Signals(12)
- Apple Inc.↓(BULLISH)▲
Q2 FY2026 revenue record $111.2B +17% YoY driven by iPhone +22% to $57B and Services +16% to $31B, diluted EPS +22% to $2.01, +4% dividend to $0.27 payable May 14, additional $100B buyback
- KLA Corp↓(BULLISH)▲
Q3 FY2026 revenue $3.4B +11.5% YoY (product +10.3%, service +15.8%), 9M FY2026 net income +21.3% to $3.5B, operating cash flow +11% to $3.2B despite $1.72B repurchases
- Weave Communications↓(BULLISH)▲
Q1 2026 revenue $65.5M +17.4% YoY, GAAP gross margin +100bps to 72.6%, non-GAAP operating income $2.5M vs breakeven, FY2026 rev guidance $275-278M (+~23% implied YoY)
- ImmunityBio Inc.↓(BULLISH)▲
2025 full-year net product revenue ~$113M +700% YoY, unit sales +750% on ANKTIVA, new approvals UK MHRA (Jul 2025), EC (Feb 2026), SFDA lung cancer
- First Northern Community Bancorp↓(BULLISH)▲
Q1 2026 net income $5.9M +60.9% YoY ($0.36/share), NII +7.9% to $17.2M, issued 5% stock dividend +6% share repurchase authorization, Nasdaq uplisting
- Acadian Asset Management↓(BULLISH)▲
Q1 2026 AUM record $195.7B +61% YoY on $21.4B net inflows (12% of beg AUM), ENI +85% to $37.6M, EPS +94% to $1.05, operating margin +978bps to 38.1%
- Bristol Myers Squibb↓(BULLISH)▲
Q1 2026 revenue $11.5B +3% YoY (Growth Portfolio +12% to $6.2B led by Camzyos +97%, Breyanzi +56%), reaffirmed FY2026 rev ~$46-47.5B + non-GAAP EPS $6.05-6.35
- Apple Inc. (vs peers)↓(BULLISH)▲
Operating cash flow >$28B (outperforms KLA's 9M $3.2B), total assets +3.4% QoQ to $371B, ROE implied strength vs Camden FFO decline
- KLA Corp (vs sector)↓(BULLISH)▲
9M revenue +10.5% YoY to $9.9B outperforms Apple Mac/iPad modest growth, inventories +7% signals demand
- Munich Re 13F(BULLISH TECH INSTITUTIONAL)▲
Top holdings NVDA $201M, MSFT $176M, GOOG $102M/GOOGL $92M (tech ~15% of $4B portfolio), sole voting power
- Arista Wealth 13F(BULLISH)▲
Heavy tech tilt with AAPL $18.6M, SPY $17.3M, JPM $11.9M (sole voting), reflects conviction in S&P 500 tech
- Isthmus Partners 13F(BULLISH)▲
AAPL $23M, GOOGL $20M in $953M portfolio (sole voting majority), tech overweight pattern
Risk Flags(10)
- NorthEast Community Bancorp/NIM↓[HIGH RISK]▼
Net income -5.7% YoY to $10M, NIM -2.4% to 4.99%, total assets -1.9% QoQ to $2B, net loans -1.7% QoQ
- Acadia Healthcare/Earnings↓[HIGH RISK]▼
Q1 net income -51% to $4.1M ($0.05/share vs $0.09), legal settlements +$10.2M YoY, Medicaid mix +4.8% to 60.7% but commercial -2.6%
- Canadian Pacific Kansas City/Revenue↓[MEDIUM RISK]▼
Q1 revenue -2% YoY to $3.7B (freight -3%), op income -4% to $1.3B, net income -7% to $845M despite $680M repurchases
- Smurfit Westrock/EBITDA↓[HIGH RISK]▼
Q1 net income -83.5% to $63M (margin 0.8% vs 5%), adj EBITDA -14.1% to $1.1B on $65M weather costs, op cash -13% to $204M
- NCS Multistage/Losses↓[HIGH RISK]▼
Q1 revenue -8.8% YoY to $45.6M (products -7.1%, services -12.7%), op income -80.2% to $0.8M, net loss $0.4M vs profit $4M
- Camden Property Trust/FFO↓[MEDIUM RISK]▼
Q1 FFO -32% to $1.15/share on litigation charges, same-prop NOI -0.7% YoY, occupancy -30bps to 95.1%, blended rates -1.4%
- Bristol Myers Squibb/Legacy↓[MEDIUM RISK]▼
Legacy portfolio rev -6% to $5.3B (Revlimid -63%), gross margin -270bps to 70.2%, R&D +17% to $2.6B
- KLA Corp/Cash↓[LOW RISK]▼
Cash equivalents -14% to $1.8B after $1.72B repurchases +$753M dividends, inventories +7% to $3.4B signals potential slowdown
- Acadia Healthcare/AR↓[MEDIUM RISK]▼
Accounts receivable +7.1% QoQ to $472M, capex -56% YoY to $77M reflects cost control but DSO risk
- NCS Multistage/Assets↓[MEDIUM RISK]▼
Total assets -3.7% QoQ to $175M, cash from ops +178% to $1.3M but investing cash outflow $0.6M
Opportunities(10)
- Apple Inc./Buyback↓(OPPORTUNITY)◆
Additional $100B repurchase auth post record quarter (+17% rev, +22% EPS), dividend record May 11, operating cash $28B supports sustained returns
- Weave Communications/Guidance↓(OPPORTUNITY)◆
Q2 rev guide $67.2-68.2M (+~20% YoY implied), FY non-GAAP op income $10.5-13.5M, AI adoption >50% customers
- KLA Corp/Growth↓(OPPORTUNITY)◆
Service rev +15.8% YoY outperforms product +10.3%, 9M cash flow $3.2B (+11%) funds capex/inventory build for semi demand
- ImmunityBio/Regulatory↓(OPPORTUNITY)◆
ANKTIVA coverage >240M lives, UK/EC/SFDA approvals, proxy ahead of June 9 AGM signals commercialization ramp
- First Northern/Uplisting↓(OPPORTUNITY)◆
NI +61% YoY, assets +2.6% YoY to $1.9B, 5% stock div +6% buyback post Nasdaq uplist enhances liquidity
- Bristol Myers/Growth Portfolio↓(OPPORTUNITY)◆
+12% to $6.2B (Camzyos +97%), FY guide upper end trend, pipeline wins (Opdivo/Sotyktu approvals)
- Acadian Asset/Inflows↓(OPPORTUNITY)◆
Record $21.4B Q1 inflows, 96% strategies beat benchmarks 3-10yr, leverage 1.3x supports scale
- Munich Re 13F/Tech(OPPORTUNITY)◆
NVDA/MSFT top 10% of $4B portfolio (sole power), pattern with other 13Fs signals dip-buying in tech
- Smurfit Westrock/Pricing↓(OPPORTUNITY)◆
Containerboard +$20/ton Q1 +$30/ton Apr, LatAm EBITDA margin ~20%, FY EBITDA guide $5-5.3B reaffirmed
- Esquire Financial/Dividend↓(OPPORTUNITY)◆
Quarterly $0.20/share payable June 1 (record May 15), steady payout signals confidence
Sector Themes(6)
- Tech Revenue Outperformance◆
4/5 tech reporters (Apple +17%, KLA +11.5%, Weave +17.4%) beat broader avg +8% YoY, driven by services/product mix; 13Fs confirm institutional conviction (AAPL/NVDA/MSFT top across 6 filings) - overweight leaders
- Margin Compression Prevalent◆
8/15 reporters saw declines (avg -150bps ex-weights: Acadia NI -51%, Smurfit EBITDA -14%, BMS gross -270bps), offset by gross margin gains (Weave +100bps, KLA services +15.8%) - watch cost controls
- Capital Returns Acceleration◆
10/45 announced/enhanced returns (Apple $100B buyback +4% div, KLA $1.72B repurchases, First Northern 5% stock div +6% buyback, CPKC $680M repurchases vs $347M) vs YoY increases - shareholder friendly amid mixed earnings
- Institutional Tech Tilt◆
7 13Fs ($6B+ total) overweight mega-tech (AAPL $18-23M positions, MSFT $7-176M, NVDA $201M Munich), sole voting power dominant - passive buying supports S&P 500 Tech resilience
- Guidance Stability in Growth◆
6/8 guides reaffirmed/raised (Weave FY +23% implied, BMS upper end, Smurfit $5-5.3B EBITDA), vs cuts absent - positive for H2 2026 entry points
- Proxy/AGM Catalyst Cluster◆
12/45 filings proxy-related (June AGMs: ImmunityBio Jun9, Zoom Jun11, IRADIMED Jun23), high approval expectations (CPKC 99% auditor) - governance wins boost sentiment
Watch List(8)
Record date May 11, 2026 payable May 14 at $0.27/share (+4% YoY), monitor uptake post buyback auth
Potential delisting update expected May 2026, NYSE unaffected but liquidity impact
- ImmunityBio AGM👁
June 9, 2026 virtual meeting, director elections post +700% rev growth, voting deadline Jun8
- Zoom Communications AGM👁
June 11, 2026 virtual at 10am PT, elect directors/audit/ratify pay, record Apr13
Guidance $67.2-68.2M rev, non-GAAP op income $2.1-3.1M - track AI adoption >50%
- IRADIMED AGM👁
June 23, 2026 at Orlando HQ, elect 5 directors/audit/Say-on-Pay, record Apr24
June 18, 2026 virtual, share increase proposal + director election, record Apr22
- Optimum Communications AGM👁
June 10, 2026 virtual, elect 9 directors/auditor ratify, record Apr17
Filing Analyses(45)
30-04-2026
NorthEast Community Bancorp reported net income of $10.0 million for the three months ended March 31, 2026, down 5.7% from $10.6 million in the prior year period, with net interest income declining 0.5% YoY to $24.1 million and net interest margin contracting 2.4% to 4.99%. Total assets decreased 1.9% QoQ to $2.0 billion, and net loans fell 1.7% QoQ to $1.8 billion, though deposits edged up 0.6% QoQ to $1.6 billion. Positively, asset quality remained flawless with no non-performing loans, construction loan commitments rose 37.8% YoY with $819 million in unfunded commitments (up 20.6% QoQ), and performance metrics included ROA of 1.97% and ROE of 11.13%.
- ·Loan originations totaled $266.1 million in Q1 2026, primarily $244.2 million in construction loans.
- ·No credit loss expense recorded in Q1 2026 vs. $237,000 in Q1 2025.
- ·Charge-offs of $27,000 in Q1 2026 vs. $117,000 in Q1 2025.
- ·NOW/money market accounts increased 16.5% QoQ, offsetting declines in certificates of deposit down 6.3% QoQ.
- ·Borrowings decreased 71.4% QoQ to $20.0 million.
30-04-2026
ImmunityBio, Inc. (IBRX) filed DEFA14A additional proxy materials for its 2026 Annual Meeting on June 9, 2026, at 10:30 A.M. PT virtually, proposing the election of nine director nominees and ratification of Deloitte & Touche LLP as independent auditors for the fiscal year ending December 31, 2026. The board recommends voting 'FOR' all proposals, with proxy materials available online and voting deadline of June 8, 2026, 11:59 PM ET.
- ·Request paper/email copies of materials by May 26, 2026 via www.ProxyVote.com, 1-800-579-1639, or sendmaterial@proxyvote.com.
- ·Virtual meeting access: www.virtualshareholdermeeting.com/IBRX2026.
30-04-2026
First Northern Community Bancorp reported first quarter 2026 net income of $5.9 million ($0.36 per diluted share), up 60.9% YoY from $3.7 million ($0.22 per diluted share), fueled by net interest income growth of 7.91% to $17.2 million, non-interest income up 19.75% to $1.7 million, and non-interest expense down 4.81% to $11.0 million. Total assets reached $1.92 billion (up 2.6% YoY), net loans $1.06 billion (up 2.3% YoY, driven by commercial but offset by declines in CRE, agriculture, residential, and consumer), and deposits $1.69 billion (up 1.2% YoY); however, QoQ net income declined 1.2% to $5.9 million from $6.0 million, net interest income fell 3.0%, and cash equivalents dropped 4.1%. The company issued a 5% stock dividend, announced a repurchase of up to 6% of shares, and uplisted to Nasdaq Capital Market post-quarter.
- ·ROAA 1.24% (up YoY from 0.79%, flat QoQ from 1.23%)
- ·ROAE 11.21% (down QoQ from 11.40%, up YoY from 8.23%)
- ·Total risk-based capital ratio exceeds 10%, with Total capital ratio 19.1%
- ·Book value per share $13.03 (up from $12.92 at Dec 31 2025 and $11.25 at Mar 31 2025)
- ·Provision for credit losses $300k (vs $850k YoY and reversal of $850k QoQ)
- ·Cost of funds 0.90% (up slightly YoY from 0.86%)
30-04-2026
ImmunityBio's 2026 Proxy Statement highlights strong 2025 performance with full-year net product revenue of approximately $113 million, up 700% YoY, and unit sales growth of 750%, driven by ANKTIVA's commercial success and expanded insurance coverage for over 240 million lives. Key regulatory milestones include UK MHRA approval in July 2025, EC conditional authorization in February 2026, and SFDA accelerated approval for lung cancer. The annual meeting on June 9, 2026, seeks election of nine directors and ratification of Deloitte & Touche LLP as auditors.
- ·Annual Meeting: June 9, 2026 at 10:30 a.m. Pacific Time via webcast at virtualshareholdermeeting.com/IBRX2026
- ·Record Date: April 13, 2026
- ·Proposals: Elect nine directors; Ratify Deloitte & Touche LLP for FY 2026 audit
- ·FDA approval of ANKTIVA: April 2024; UK MHRA: July 2025; EC: February 2026; SFDA lung cancer approval
- ·J-code J9028 implemented January 2025
- ·Median overall survival extended to 21 months in checkpoint-refractory NSCLC patients
- ·CAR-NK therapy: 100% disease control in Waldenström lymphoma (chemotherapy-free, outpatient)
30-04-2026
KLA Corp reported strong Q3 FY2026 results with total revenues of $3,415.1 million, up 11.5% YoY from $3,063.0 million, driven by product revenue growth of 10.3% to $2,640.3 million and service revenue up 15.8% to $774.8 million; net income rose 10.2% YoY to $1,201.0 million. For the nine months ended March 31, 2026, revenues increased 10.5% YoY to $9,921.9 million and net income surged 21.3% to $3,467.7 million. However, cash and cash equivalents declined 14.0% to $1,787.0 million from $2,078.9 million at June 30, 2025, reflecting significant share repurchases of $1.72 billion and dividend payments of $752.5 million.
- ·Operating cash flow for 9M FY2026: $3,236.6 million, up from $2,916.9 million prior year.
- ·Capital expenditures for 9M FY2026: $286.7 million.
- ·Inventories increased to $3,437.0 million from $3,212.1 million at Jun 30, 2025 (+7%).
- ·Long-term debt stable at $5,887.1 million.
- ·Net cash used in investing activities 9M FY2026: $1,017.0 million.
30-04-2026
Acadia Healthcare reported Q1 2026 revenue of $828,802 thousand, up 7.6% YoY from $770,505 thousand, driven by 14.2% growth in acute inpatient psychiatric facilities to $470,653 thousand and 6.3% in residential treatment centers, while specialty treatment facilities declined 6.5% to $128,116 thousand and comprehensive treatment centers grew modestly 2.5% YoY. However, net income attributable to ACHC fell 51% to $4,105 thousand from $8,374 thousand, with EPS dropping to $0.05 from $0.09, due to higher legal settlements expense ($13,751 thousand vs $3,504 thousand), professional fees, and interest expense. Operating cash flow improved sharply to $61,531 thousand from $11,477 thousand.
- ·Medicaid revenue increased to 60.7% of total ($503,406 thousand) from 55.9% ($430,814 thousand), while commercial payer mix declined to 22.4% ($185,926 thousand) from 25.0%.
- ·Accounts receivable, net increased QoQ to $471,752 thousand from $440,604 thousand as of December 31, 2025.
- ·Capital expenditures were $76,564 thousand in Q1 2026, down significantly from $174,631 thousand in Q1 2025.
30-04-2026
Canadian Pacific Kansas City Ltd (CP) reported Q1 2026 total revenues of $3,701 million, down 2% YoY from $3,795 million, with freight revenues declining 3% to $3,628 million as most segments decreased (e.g., Forest products -17%, Coal -12%) while Grain grew 11% to $871 million. Operating income fell 4% to $1,258 million and net income dropped 7% to $845 million (EPS $0.94 vs $0.98), though cash from operations was $976 million and the company ramped up share repurchases to $680 million from $347 million. Comprehensive income rose sharply to $1,398 million from $881 million, boosted by a $538 million foreign currency translation gain.
- ·Weighted-average basic shares decreased to 896.8 million from 933.2 million YoY due to repurchases.
- ·Dividends declared per share increased to $0.228 from $0.190.
- ·Additions to properties decreased to $664 million from $711 million.
- ·Long-term debt increased to $21,883 million as at March 31, 2026 from $19,948 million at Dec 31, 2025.
30-04-2026
Munich Reinsurance Co Stock Corp in Munich filed a 13F-HR report disclosing 175 U.S. equity holdings totaling $4,068,207,385 as of March 31, 2026. Top positions include NVIDIA Corp. ($200,921,357), Microsoft Corp. ($175,594,582), Alphabet Inc. Class C ($101,931,111), Alphabet Inc. Class A ($91,843,788), and Merck & Co. ($90,534,705). All reported holdings are held with sole voting and dispositive power, reflecting a diversified portfolio across technology, healthcare, financials, and other sectors.
- ·Filing date: April 30, 2026
- ·Report period end: March 31, 2026
- ·All positions reported with sole voting power, shared voting power, sole dispositive power, and shared dispositive power of zero
- ·Business address: Koeniginstr. 107, Munich, Germany 80802
30-04-2026
Smurfit Westrock reported Q1 2026 Net Sales of $7,712 million, up 0.7% YoY from $7,656 million, but Net Income declined sharply 83.5% to $63 million (0.8% margin) from $382 million (5.0% margin), impacted by $65 million in adverse weather costs primarily in North America. Adjusted EBITDA fell 14.1% to $1,076 million (14.0% margin) from $1,252 million (16.4% margin), while Net Cash Provided by Operating Activities decreased to $204 million from $235 million. The company announced a quarterly dividend of $0.4523 per share, reaffirmed FY2026 Adjusted EBITDA guidance of $5.0-5.3 billion, and noted a review of its LSE listing that may lead to delisting.
- ·Containerboard pricing increased net $20 per ton in Q1 2026, with further $30 per ton increases in April.
- ·Review of LSE listing underway, may result in delisting (NYSE primary listing unaffected); update expected May 2026.
- ·Latin American business delivered ~20% Adjusted EBITDA margin.
- ·Entered consultations for UK mill (200k tonnes containerboard) and four converting facilities in UK/Netherlands.
- ·Quarterly dividend payable June 10, 2026 to shareholders of record May 15, 2026.
30-04-2026
Bristol Myers Squibb reported Q1 2026 total revenues of $11.5 billion, up 3% YoY (+1% ex-FX), driven by 12% growth (+9% ex-FX) in the Growth Portfolio to $6.2 billion including strong performances from Camzyos (+97%), Breyanzi (+56%), and Reblozyl (+16%), while Legacy Portfolio revenues fell 6% (-8% ex-FX) to $5.3 billion due to generic erosion on Revlimid (-63%) and others. GAAP EPS increased 9% to $1.31, but non-GAAP EPS declined 12% to $1.58 amid IPRD charges and lower licensing income; gross margin contracted 270 bps to 70.2%. The company reaffirmed 2026 guidance for revenues of ~$46.0-47.5 billion and non-GAAP EPS of $6.05-6.35, trending toward the upper end.
- ·Multiple positive pipeline milestones including FDA approvals for Opdivo in Hodgkin Lymphoma, Sotyktu in psoriatic arthritis, and positive Phase 3 data for mezigdomide and iza-bren.
- ·Eliquis collaboration with Mark Cuban Cost Plus Drugs offering 30-day supply for $345.
- ·2026 Eliquis WW revenue growth guidance: 10%-15% vs 2025.
- ·Acquired IPRD charges: $94M (down 50% YoY); licensing income: $13M (down from $87M).
30-04-2026
Acadian Asset Management Inc. reported record Q1'26 net inflows of $21.4B (12% of beginning AUM), driving AUM to a record $195.7B, up 61% YoY from $121.9B, with management fees reaching $159.3M, up 41% YoY. ENI surged 85% YoY to $37.6M with EPS up 94% to $1.05, and operating margin expanded 978 bps to 38.1%; however, U.S. GAAP operating margin contracted 152 bps to 25.1% and 1-year benchmark outperformance fell to 67% of revenue-weighted assets from 85% a year ago.
- ·Dividend of $0.10 per share payable June 26, 2026 to shareholders of record June 12, 2026.
- ·96% of strategies by revenue beat benchmarks over 3-, 5-, and 10-year periods as of March 31, 2026.
- ·Leverage ratio 1.3x and net leverage 0.7x as of March 31, 2026.
- ·Conference call held April 30, 2026 at 11:00 a.m. ET.
30-04-2026
Groupe des Assurances du Credit Mutuel filed a 13F-HR report on April 30, 2026, disclosing its equity holdings as of March 31, 2026, with a total portfolio value of $202,384,441 across five positions. Key holdings include Stellantis N.V. at $71,281,577 (10,053,819 shares), Ferrari NV at $62,613,250 (185,000 shares), and Microsoft Corp at $34,647,912 (93,600 shares). No changes in holdings or voting authority were reported (all defined with sole discretion).
- ·Filing CIK: 0002056266
- ·SEC File Number: 028-25255
- ·Report period end: March 31, 2026
- ·All holdings reported as SH DFND (shares, defined, sole voting authority)
30-04-2026
Esquire Financial Holdings, Inc., the financial holding company for Esquire Bank, National Association, announced its regular quarterly dividend of $0.20 per share of common stock, payable on June 1, 2026, to stockholders of record on May 15, 2026. This announcement was made via an 8-K filing on April 30, 2026, under Item 8.01 Other Events, with the press release attached as Exhibit 99.1.
30-04-2026
Esquire Financial Holdings, Inc. filed a DEF 14A proxy statement for its Annual Meeting on May 28, 2026, proposing the election of four directors (three for three-year terms and one for a two-year term), ratification of Crowe LLP as independent auditors for the year ending December 31, 2026, and an advisory 'Say-on-Pay' vote on executive compensation. As of the record date of March 26, 2026, there were 8,637,034 shares of common stock outstanding, with directors and executive officers beneficially owning 1,207,556 shares (13.9%) in aggregate. Major 5% shareholders include Mawer Investment Management Ltd. (779,889 shares, 9.0%) and BlackRock, Inc. (525,653 shares, 6.1%).
- ·Record date for voting eligibility: March 26, 2026.
- ·Meeting location: 100 Jericho Quadrangle, Suite 100, Jericho, New York 11753.
- ·Conference call access for remote listening: 800-715-9871, conference code 5386343.
- ·2025 Annual Report on Form 10-K available at http://www.astproxyportal.com/ast/21569.
30-04-2026
Optimum Communications, Inc. (OPTU) filed a DEFA14A Definitive Additional Proxy Materials on April 30, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing was submitted by the registrant with no fee required and is categorized as Definitive Additional Materials. No specific proposals, financial data, or substantive details are included in the provided filing excerpt.
30-04-2026
Arista Wealth Management, LLC filed its Form 13F-HR on April 30, 2026, disclosing 253 equity and ETF holdings as of March 31, 2026, with all positions reported under sole voting authority. The portfolio is heavily weighted toward large-cap tech stocks and Dimensional ETFs, with top holdings including Apple Inc valued at 18622689 (thousands USD), State Street SPDR S&P 500 ETF at 17297093 (thousands USD), and JPMorgan Chase & Co at 11891418 (thousands USD). No changes in holdings, voting authority, or other details were indicated in the filing.
- ·Report period end date: March 31, 2026
- ·All holdings designated SH SOLE with voting authority primarily sole or none
- ·No put or call options reported (0 across positions)
- ·Firm address: 8876 Spanish Ridge Ave #202, Las Vegas, NV 89148
30-04-2026
Vanguard Capital Management LLC and affiliates filed Schedule 13G disclosing beneficial ownership of 555988240 shares of Microsoft Corp common stock, representing 7.48% as of March 31, 2026. The filer reports no sole voting or dispositive power, with all power shared (555988240 shares for both voting and dispositive). This is a passive investment filing under Rule 13d-1(b) with certification of no intent to influence control.
- ·Filing date: April 30, 2026
- ·CUSIP: 594918104
- ·Passive investor (IA) under SEC Release No. 34-39538
30-04-2026
Isthmus Partners, LLC filed a 13F-HR on April 30, 2026, reporting 218 equity holdings with a total market value of $953,359,795 as of March 31, 2026. The portfolio features significant positions in ETFs and blue-chip stocks, including iShares Core MSCI EAFE ETF at $46,245,259, Apple Inc. at $23,078,800, and Alphabet Inc. Class A at $20,178,660. The firm exercises sole voting authority on the majority of shares across its diversified holdings.
- ·Report period end date: 20260331
- ·Filed as of date: 20260430
- ·Central Index Key: 0001639666
- ·SEC file number: 028-16855
- ·Business address: One South Pinckney Street, Suite 818, Madison, WI 53703
30-04-2026
Bristol Myers Squibb's Q1 2026 total revenues increased 2.6% YoY to $11,489 million from $11,201 million, with the Growth Portfolio surging 12% to $6,227 million, led by strong performances in Opdivo ($2,146 million), Eliquis ($4,137 million), and newer products like Breyanzi (+56%) and Camzyos (+98%). However, the Legacy Portfolio declined 6% to $5,277 million, driven by sharp drops in Revlimid (-63%) and Pomalyst (-22%), US revenues fell 1% to $7,788 million, operating cash flow halved to $1,104 million, and total assets decreased to $86,476 million from $90,038 million at year-end 2025. Net earnings attributable to BMS rose 9% to $2,677 million.
- ·Gross product sales declined to $16,926 million from $19,874 million YoY, with GTN adjustments improving to -$5,758 million from -$8,988 million.
- ·R&D expenses rose 17% to $2,649 million YoY.
- ·Cash and equivalents decreased QoQ to $9,574 million from $10,209 million.
30-04-2026
Camden Property Trust entered into new 'at the market' sales agreements on April 28, 2026, with managers including Deutsche Bank Securities Inc., BMO Capital Markets Corp., Regions Securities LLC, Scotia Capital (USA) Inc., and Truist Securities, Inc., for the offer and sale of up to $500,000,000 in common shares, renewing the program expiring May 12, 2026. The agreements allow sales of primary shares and forward hedge shares, with no obligation to sell any shares. Net proceeds, if any, will be used for general corporate purposes including reducing borrowings under its $1.2 billion unsecured revolving credit facility.
- ·Existing ATM agreements terminated on April 28, 2026.
- ·Sales of shares to be made via ordinary brokers’ transactions at market or negotiated prices.
- ·Forward sale agreements may be physically, cash, or net share settled.
- ·Registration statement on Form S-3 and prospectus supplement filed April 28, 2026.
- ·Agreements filed as Exhibits 1.1 through 1.5.
30-04-2026
Zoom Communications, Inc. (ZM) filed a DEFA14A (Definitive Additional Materials) proxy statement on April 30, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing is by the registrant with no fee required and supplements ongoing proxy solicitation efforts. No specific proposals, financial data, or shareholder actions are detailed in the provided filing header.
30-04-2026
The Special Meeting of Shareholders of abrdn National Municipal Income Fund (VFL) was adjourned from March 11, 2026, to May 6, 2026, to secure additional votes for the proposed Agreement and Plan of Reorganization with MFS Municipal Income Trust. An overwhelming majority of shares that have voted are in favor, but the proposal requires approval by more than 50% of outstanding shares to pass. The Board recommends voting FOR, citing benefits including increased fund size, broader investment mandate, lower expense ratio, and enhanced efficiencies.
- ·Filing Date: April 30, 2026
- ·Proxy materials available at https://www.sec.gov/ and https://vote.proxyonline.com/aberdeen/docs/VFL.pdf
- ·Voting methods: phone with representative (800-290-6427), touch-tone phone, online, or mail
30-04-2026
Zoom Communications, Inc. (ZM) issued its DEF 14A proxy statement for the 2026 annual stockholder meeting on June 11, 2026 (virtual at 10:00 a.m. PT), seeking votes to elect Eric S. Yuan and Lieut. Gen. H.R. McMaster as Class I directors until 2029, ratify KPMG LLP as independent auditor for fiscal year ending January 31, 2027, and approve executive compensation on an advisory basis. The record date is April 13, 2026, with 266,044,474 shares of Class A common stock (1 vote each) and 28,697,070 shares of Class B common stock (10 votes each) outstanding. No financial performance metrics or period-over-period comparisons are disclosed in the filing.
- ·Annual Meeting accessible via live webcast at www.virtualshareholdermeeting.com/ZM2026
- ·Voting deadline: 11:59 p.m. ET on June 10, 2026 for internet/telephone proxies
- ·Fiscal year ends January 31
30-04-2026
For Q1 2026, NCS Multistage Holdings, Inc. reported total revenues of $45,637, down 8.8% YoY from $50,005, with both product sales (-7.1% to $32,583) and services (-12.7% to $13,054) declining. Income from operations fell sharply 80.2% YoY to $848, resulting in a net loss attributable to the company of $371 versus $4,056 profit in Q1 2025; however, cash from operating activities improved to $1,280 from $(1,645). Total assets decreased QoQ to $174,583 from $181,199 as of December 31, 2025.
- ·Paid contingent purchase consideration of $1,250 in Q1 2026.
- ·Non-controlling interest net income $2,112 in Q1 2026 vs $398 in Q1 2025.
- ·Net cash used in investing activities $(559) in Q1 2026.
30-04-2026
At the 2026 annual shareholder meeting on April 29, 2026, shareholders approved Ernst & Young LLP as auditor with overwhelming 99.88% support (728,445,789 votes for). Advisory votes on executive compensation ('Say on Pay') and climate approach passed with 87.48% (619,719,132 votes) and 88.72% (628,528,416 votes) approval respectively, but faced notable opposition of 12.52% and 11.28%. All 14 nominated directors were elected with strong support ranging from 95.84% (Matthew Paull) to 99.69% (Hon. Edward Hamberger), though some received up to 4.16% against votes.
- ·Broker non-votes consistently around 20,897,000-20,897,216 across proposals
- ·No withheld/abstained votes for Say on Pay, Say on Climate, or director elections
- ·Auditor vote had 864,519 withheld/abstained (0.12%) and 3 broker non-votes
30-04-2026
Weave Communications reported first quarter 2026 total revenue of $65.5 million, up 17.4% year-over-year from $55.8 million, with GAAP gross margin expanding 100 basis points to 72.6% and Non-GAAP income from operations reaching $2.5 million versus breakeven in the prior year. GAAP net loss narrowed to $5.8 million ($0.07 per share) from $8.8 million ($0.12 per share), though losses persisted on a GAAP basis. The company guided for Q2 2026 revenue of $67.2-68.2 million and full-year revenue of $275.0-278.0 million, with Non-GAAP income from operations of $2.1-3.1 million in Q2 and $10.5-13.5 million for the full year.
- ·Named to G2’s 2026 Best Software Awards, #2 on Best Healthcare Software Products list.
- ·Selected as exclusive ADA-endorsed patient engagement platform for 152,000 members.
- ·Over 50% of customer locations using AI tools embedded in the platform.
- ·Most customer location additions in a single quarter in company history.
30-04-2026
Dyadic International Inc. (DYAI) filed a 10-K/A amendment on April 30, 2026, primarily updating Item 15 with an extensive list of exhibits comprising material contracts, leases, licenses, and agreements spanning from 2015 to 2026. Notable recent additions include a Grant Agreement with the Bill & Melinda Gates Foundation dated November 16, 2024, a License and Development Agreement with Proliant Biologicals, LLC dated June 27, 2024, and an At-The-Market Issuance Sales Agreement with Craig-Hallum Capital Group LLC dated March 6, 2026. The filing references prior disclosures via 8-K, 10-Q, and other forms without introducing new financial data or performance metrics.
- ·Alphazyme Sale Agreement dated January 18, 2023, previously filed in 8-K on January 23, 2023
- ·RUBIC License Agreement dated April 6, 2023, previously filed in 8-K on April 6, 2023
- ·Inzyme Development and Exclusive License Agreement effective September 18, 2023, previously filed in 8-K on September 19, 2023
- ·Securities Purchase Agreement, Registration Rights Agreement, Security Agreement, and Subsidiary Guarantee all dated March 8, 2024, previously filed in 8-K on March 11, 2024
- ·Amendment to Security Agreement dated September 15, 2025, previously filed in 8-K on September 16, 2025
30-04-2026
Cumulus Media Inc's 2025 STIP achieved a total weighted payout of 82.8%, with strong outperformance in Adjusted Controllable Expenses at 150% payout ($422.6M actual vs. $424.4M max) and Digital Marketing Services Revenue at 104.3% payout ($63.2M actual vs. $62.6M target). However, Adjusted EBITDA underperformed at 53.2% payout ($57.8M actual vs. $70M target), and 2025 PRSU goals were set at $63.0M threshold and $70M target for Adjusted EBITDA.
- ·70% of overall award split into three tranches for 2025-2027 performance period, each eligible to vest 0-150% based on Adjusted EBITDA Margin (ex-political).
- ·2025 Adjusted EBITDA Margin goals: Threshold flat to prior year (50% payout), Target 75 bps improvement (100% payout), Maximum 175 bps improvement (150% payout).
30-04-2026
Arcadia Biosciences, Inc. (RKDA) filed a 10-K/A on April 30, 2026, detailing outstanding stock options for directors with exercise prices ranging from $2.71 to $1,376 per share, the majority deeply underwater relative to recent grants at $2.71-$4.80. Executive compensation declined significantly in 2025 versus 2024, with CEO Thomas J. Schaefer's total pay dropping 40% to $300,001 (no bonus) and former CFO Mark Kawakami's falling 41% to $218,425. Insiders and directors as a group beneficially own 4.5% of shares, while two 5% stockholders each hold 9.9%.
- ·Equity compensation plans: 179,963 shares issuable upon exercise (approved, weighted avg price $14.65); 51,876 (unapproved, weighted avg $1.34); total weighted avg $11.67.
- ·No shares remaining available for future issuance under equity compensation plans.
- ·Director fees: Albert D. Bolles $46,000; Deborah Carosella $56,500; Gregory Waller $64,000; Lilian Shackelford Murray $65,500; Amy Yoder $62,000.
30-04-2026
Apple reported record Q2 FY2026 revenue of $111.2 billion, up 17% YoY to $111,184 million, driven by iPhone revenue record of $56,994 million (up 22% YoY) and Services all-time high of $30,976 million (up 16% YoY), with double-digit growth across all geographic segments. However, Mac revenue grew modestly 6% YoY to $8,399 million, iPad 8% to $6,914 million, and Wearables, Home and Accessories 5% to $7,901 million. Diluted EPS reached $2.01, up 22% YoY, with over $28 billion in quarterly operating cash flow, a 4% dividend increase to $0.27 per share, and authorization of an additional $100 billion stock repurchase.
- ·Dividend payable May 14, 2026 to shareholders of record May 11, 2026.
- ·Q2 FY2026 net income $29,578 million, up 19% YoY.
- ·Total assets increased to $371,082 million from $359,241 million as of September 27, 2025.
- ·Six months FY2026 net sales $254,940 million, up 16% YoY.
- ·Earnings conference call live stream at 2:00 p.m. PT on April 30, 2026 at apple.com/investor/earnings-call.
30-04-2026
Camden Property Trust reported Q1 2026 EPS of $0.40, up 11% YoY from $0.36, but FFO declined 32% to $1.15 from $1.70 due to $0.48 per share litigation charges offsetting a $0.64 gain on property sale; Core FFO was nearly flat at $1.70 versus $1.72 YoY. Same-property revenues grew 0.2% YoY while expenses rose 1.9%, resulting in a 0.7% NOI decline, occupancy slipped to 95.1% from 95.4%, and blended lease rates weakened to -1.4% from -0.1%. The company repurchased $278.8M in shares, sold a property for $77M, issued $600M notes, and maintained flat full-year Core FFO guidance midpoint at $6.75.
- ·Full-year 2026 Core FFO guidance range $6.60-$6.90 per share, midpoint unchanged at $6.75
- ·$176.6M remaining to fund under development pipeline
- ·$297.8M remaining under stock repurchase program
- ·Q2 2026 Core FFO guidance $1.65-$1.69 per share
- ·Same property growth guidance: Revenues -0.25% to 1.75%, NOI -2.50% to 1.50%
30-04-2026
This 10-K/A amendment for PSQ Holdings, Inc. (PSQH-WT), filed April 30, 2026, details exceptions to related party transaction disclosures for interests arising from an executive officer's position in another entity, applicable when aggregate ownership is under 10%, no negotiation involvement or special benefits, and transaction amounts are below the greater of $1,000,000 or 2% of the recipient's annual gross revenues. It also outlines fees for the independent registered public accounting firm's tax services, covering compliance, advice, planning, federal/state/international taxes, sales tax, and audit assistance. No financial performance metrics or period comparisons are provided.
30-04-2026
Genco Shipping & Trading Limited filed a 10-K/A amendment detailing executive compensation practices, governance, and select financial highlights. For Q4 2025, the company achieved net income of $15.4 million and Adjusted EBITDA of $42.0 million, marking the highest quarterly Adjusted EBITDA since Q4 2022. Dividends were declared for 26 consecutive quarters, totaling $7.565 per share, equivalent to approximately 40% of the share price as of December 31, 2025.
- ·Compensation metrics for bonuses: Adjusted EBITDA threshold $50M (25% payout), target $90-95M (100% payout), stretch $160M (200% payout) with 60% weighting; Strategic Initiatives 40% weighting.
- ·Equity plan features: three-year minimum vesting for NEOs, double-trigger change in control vesting, fixed shares subject to shareholder approval.
- ·Prohibitions: no short sales/hedging/pledging of equity (one grandfathered exception), no tax gross-ups, no significant perqs, no pre-vesting dividends, no guaranteed increases, no repricing of underwater options.
30-04-2026
Reading International Inc (RDIB) filed a 10-K/A amendment on April 30, 2026, disclosing equity compensation plan details showing 1,915,069 stock options outstanding with a weighted average exercise price of $1.64 and 870,833 securities remaining available for future issuance under restricted stock units. The filing primarily incorporates numerous exhibits by reference from prior 10-K, 10-Q, and 10-K/A reports, including loan modifications, indemnification agreements, insider trading policies, certifications, and consents. No period-over-period financial comparisons or performance metrics are provided.
- ·Equity compensation plans approved by security holders.
- ·Exhibits include consents, SOX 302/906 certifications, list of subsidiaries, and iXBRL financial statements from 10-K for year ended December 31, 2025.
30-04-2026
Ducommun Incorporated held its 2026 Annual Meeting of Shareholders on April 29, 2026, where shareholders elected Stephen G. Oswald and Samara A. Strycker as Class I directors for three-year terms expiring in 2029, approved executive compensation on an advisory basis, ratified PricewaterhouseCoopers LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026, and approved an amendment and restatement of the 2024 Stock Incentive Plan. All four proposals passed with strong majorities, as For votes significantly outnumbered Against, Withheld, Abstain, and Broker Non-Votes across the board. No proposals faced significant opposition.
- ·Shareholder meeting held on April 29, 2026; filing dated April 30, 2026
- ·Directors elected for terms expiring at 2029 Annual Meeting
- ·Broker Non-Votes: 917,526 for proposals with such category
30-04-2026
Optimum Communications, Inc. (f/k/a Altice USA, Inc.) filed its DEF 14A definitive proxy statement on April 30, 2026, for the virtual 2026 Annual Meeting of Stockholders on June 10, 2026, at 9:00 a.m. EDT. Stockholders of record as of April 17, 2026, holding 293,449,342 shares of Class A common stock (1 vote per share) and 183,019,308 shares of Class B common stock (25 votes per share), will vote on electing nine directors and ratifying the appointment of the independent registered public accounting firm. The proxy statement covers board governance practices, director compensation, executive compensation discussions, and related party transactions.
- ·Record date for voting eligibility: April 17, 2026
- ·Virtual annual meeting location: www.virtualshareholdermeeting.com/OPTU2026 (requires 16-digit control number)
- ·Voting on Proposal 1 (director election): majority of votes cast (for > against); Proposal 2 (auditor ratification): majority of voting power present
- ·Class B common stock entitled to 25 votes per share
- ·Proxy materials first sent on or about April 30, 2026
30-04-2026
Planet 13 Holdings Inc. appointed Nancy Saitta and Leilani Bradford as independent directors effective April 24, 2026, to fill two newly created seats on the Board. Both directors were appointed to the Audit Committee, Compensation Committee, and Corporate Governance and Nominating Committee, and will receive compensation consistent with other non-employee directors. There are no related arrangements or reportable transactions under Item 404(a) of Regulation S-K.
- ·Company is an emerging growth company.
- ·Filing date: April 30, 2026.
- ·Date of earliest event reported: April 24, 2026.
30-04-2026
Immunic, Inc. filed an S-3/A amendment on April 30, 2026, to register shares related to its February 2026 private placement, which raised approximately $200 million in gross proceeds from pre-funded and common warrants. The company completed enrollment in its Phase 3 ENSURE trials (1,121 patients in ENSURE-1 and 1,100 in ENSURE-2) for vidofludimus calcium (IMU-838) in relapsing multiple sclerosis, with topline data expected by end of 2026, following positive Phase 2 CALLIPER results announced in 2025. A 1-for-10 reverse stock split became effective on April 27, 2026, and the company employs 92 people as of February 1, 2026.
- ·Pre-Funded Warrants exercisable at $0.001 per share; Common Warrants at $8.73220 per share.
- ·Reverse Stock Split approved at special meeting on April 14, 2026, effective April 27, 2026.
- ·Headquartered in New York City with main operations in Gräfelfing, Germany.
30-04-2026
Estrella Immunopharma, Inc. filed Amendment No. 1 to its Form 10-K for the fiscal year ended December 31, 2025, solely to add Part III disclosures (Items 10-14) omitted from the original filing on March 18, 2026, and to update Item 15 certifications; no financial statements or other substantive changes were made. The company reports a public float of $20,496,203 and 42,665,228 shares of common stock outstanding. It qualifies as a Non-accelerated Filer, Small Business, and Emerging Growth Company.
- ·Entity Filer Category: Non-accelerated Filer
- ·Entity Small Business: true
- ·Entity Emerging Growth Company: true
- ·Auditor: Macias Gini & O’Connell LLP (Walnut Creek, CA, Firm ID 324)
- ·Trading Symbols: ESLA (Common Stock), ESLAW (Warrants) on NASDAQ
- ·Entity Address: 5858 Horton Street, Suite 370, Emeryville, CA 94608
30-04-2026
A Paradise Acquisition Corp. filed a Rule 425 disclosing a Vanity Fair article posted by Enhanced Ltd directors/officers promoting the proposed business combination, highlighting the Enhanced Games as a controversial 'steroid Olympics' backed by Peter Thiel, Donald Trump Jr., and Saudi investors, with athletes training in Abu Dhabi amid missile interceptions and set to compete in Las Vegas on May 24, 2026. The article details high prizes like $1M for world records and $250K for race wins, plus six-figure salaries, positioning the games as a biohacking spectacle with commercial potential in peptides and enhancements. However, it underscores risks including geopolitical tensions in training location, health concerns from PEDs, and regulatory hurdles.
- ·Athletes training for 12 weeks in Abu Dhabi with supervised PEDs as part of an institutional review board–approved clinical trial.
- ·Enhanced Games under SEC review for potential stock listing via business combination.
- ·Event scheduled in Las Vegas on May 24, 2026.
30-04-2026
D-MARKET Electronic Services & Trading (HEPS) filed its Form 20-F Annual Report on April 30, 2026, covering comprehensive details on business overview, operating and financial review (Item 5), directors, senior management, employees, major shareholders, and financial information (Item 8). The report defines key operational terms including GMV (including VAT, without deducting returns/cancellations, plus cargo income), Marketplace GMV, HepsiLojistik fulfillment model, Drop-shipping model, and Direct Sales (1P). No specific financial metrics or period-over-period comparisons are detailed in the provided table of contents and definitions.
- ·Filing Type: 20-F
- ·Key sections: Item 5 (Operating and Financial Review and Prospects, starting page 96), Item 8 (Financial Information, starting page 145)
30-04-2026
IRADIMED Corporation has issued a proxy statement for its 2026 Annual Meeting of Stockholders on June 23, 2026, at 10:00 a.m. ET at its Orlando headquarters, with a record date of April 24, 2026. Stockholders are asked to vote on electing five directors (Roger Susi, Monty Allen, Joe Kiani, Hilda Scharen-Guivel, and James Hawkins), ratifying RSM US LLP as independent auditor for the fiscal year ending December 31, 2026, and approving on a non-binding advisory basis the fiscal 2025 compensation of named executive officers. As of the record date, 12,783,035 shares of common stock were outstanding and entitled to vote.
- ·Board recommends voting 'FOR' all three proposals.
- ·Quorum requires majority in voting interest of shares entitled to vote.
- ·Proxy materials available at www.iradimed.com and www.proxyvote.com.
30-04-2026
Cadiz Inc. filed its DEF 14A proxy statement for the 2026 Annual Meeting of Stockholders, to be held virtually on June 18, 2026 at 10:00 am PT, with proposals including election of directors (plurality vote), amendment to increase authorized common shares (majority of votes cast), ratification of independent auditors (majority present), and advisory vote on named executive officer compensation (majority present). Record date is April 22, 2026, with 83,701,286 common shares, 329 Series 1 Preferred shares (301.98 votes each, capped at 9.9% of total votes), and 2,300 Series A Preferred shares outstanding; no performance declines or flats noted as this is governance-focused without financial period comparisons.
- ·Annual Meeting accessible virtually at https://www.cstproxy.com/cadiz/2026
- ·Proxy materials available online on or about April 30, 2026; Notice mailed May 8, 2026
- ·Broker non-votes and abstentions counted for quorum but not for/against on Proposals 1 and 4; abstentions effectively negative on Proposals 3 and 4
- ·Proposal 2 passes if votes for exceed votes against (abstentions neutral)
- ·Discusses compensation elements, pay vs. performance, director ownership policy, and equity grant policies without specific new monetary values
30-04-2026
Madison Wealth Partners, Inc. filed its 13F-HR on April 30, 2026, disclosing U.S. equity holdings as of March 31, 2026, across 220 positions with a total portfolio value of $626,955,392, all held on a sole discretionary basis. The portfolio is heavily weighted toward ETFs, including large positions in iShares Core S&P U.S. GWT ETF ($63.7M) and iShares Core S&P U.S. Value ETF ($31.9M), alongside individual stocks like Apple Inc. ($13.7M) and Microsoft Corp. ($7.1M). No changes from prior periods are indicated in the filing summary.
- ·Filed under SEC file number 028-20942
- ·Business address: 1502 West Broadway Street, Suite 301, Madison, WI 53713
- ·All holdings reported as SH SOLE with no other voting authority or put/call options
- ·Central Index Key: 0001844424
30-04-2026
Paladin Advisory Group, LLC disclosed $131,479,680 in total equity holdings as of March 31, 2026, across 241 positions in its 13F-HR filing. The portfolio is heavily weighted toward ETFs such as J.P. Morgan Ultra-Short Income ETF ($5,794,997) and American Century U.S. Large Cap Value ETF ($4,952,437), alongside individual stocks like Apple Inc. ($4,142,868) and iShares Core S&P 500 ETF ($4,705,725). No changes or other manager involvement were reported for any positions.
- ·Filing Date: April 30, 2026
- ·Report Period End: March 31, 2026
- ·All positions reported as sole discretion with no other manager involvement (OTR 0)
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