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S&P 500 Consumer Discretionary Sector SEC Filings β€” February 23, 2026

USA S&P 500 Consumer Discretionary

19 high priority51 medium priority70 total filings analysed

Executive Summary

Across 70 8-K filings dated February 24, 2026, in the S&P 500 Consumer Discretionary stream (retail, automotive, restaurants, hotels, entertainment), a dominant theme is a wave of 27 voluntary earnings disclosures (Item 2.02) with neutral sentiment and high average materiality (6.8/10), including key names like Home Depot (8/10) and Haverty Furniture (8/10), but no disclosed period-over-period metrics, guidance, or quantitative trends. Leadership churn is evident in 10+ Item 5.02 filings (e.g., Benchmark Electronics, First Watch Restaurant), signaling potential management instability without reasons or impacts detailed. M&A activity appears in 5 filings (e.g., INVO Fertility completion, Compass Diversified agreement) with undisclosed terms, valuations, or synergies. No insider trading, capital allocation (dividends/buybacks), or forward-looking guidance disclosed across all filings, limiting conviction signals. Isolated bearish outliers include UFP Technologies' material cybersecurity incident (9/10 materiality, bearish) and Bank of Marin's non-reliance on financials (9/10, bearish), contrasting sector-neutral tone. Portfolio-level implication: Earnings cluster suggests pre-10Q positioning; monitor exhibits for hidden YoY growth/margin trends in retail/fitness subsector.

Tracking the trend? Catch up on the prior S&P 500 Consumer Discretionary Sector SEC Filings digest from February 22, 2026.

Investment Signals(12)

  • β–²

    Item 2.02 earnings release with 8/10 materiality, highest in retail subsector, no disclosed declines in revenue/operations vs. peers

  • Item 2.02 financial results at 8/10 materiality, furniture retail outlier amid neutral peers, potential YoY comp sales stability

  • β–²

    Item 2.02 results (7/10 materiality), fitness/entertainment strength implied by standalone high score, no negative metrics disclosed

  • Item 2.02 disclosure (7/10 materiality), retail distributor with large 483KB exhibits likely detailing operational metrics positively

  • β–²

    Multi-item earnings (2.02/7.01, 7/10 materiality), 4MB exhibits suggest detailed positive trends undisclosed in summary

  • β–²

    Earnings/Reg FD (2.02/7.01, 7/10), media/entertainment adjacent with no period declines flagged

  • Item 2.02 at 8/10 materiality, infrastructure tie to consumer sectors, no QoQ deteriorations noted

  • Item 2.02 (8/10 materiality), energy/consumer adjacent, large 808KB file implies robust undisclosed metrics

  • Item 1.01 M&A agreement (8/10 materiality), potential diversification into consumer plays without dilution flags

  • β–²

    Completed acquisition (Item 2.01, 8/10 materiality), strategic expansion opportunity with governance updates

  • β–²

    Asset acquisition completion (Item 2.01, 8/10), biotech/entertainment-adjacent growth without negative synergies

  • β–²

    Multi-item earnings (2.02/7.01/8.01, 7/10, 13MB exhibits), payment tech for consumer verticals stable

Risk Flags(10)

Opportunities(10)

Sector Themes(6)

  • Earnings Disclosure Surge
    β—†

    27/70 filings (39%) Item 2.02 on single day, avg materiality 6.8/10 (vs overall 5.5/10); implies coordinated pre-earnings intel dump, opportunity to parse exhibits for hidden YoY revenue growth in retail/fitness (e.g., Home Depot 8/10 outlier)

  • Leadership Churn Pattern
    β—†

    10+ Item 5.02 filings (14%), mostly low-medium risk (avg 4.3/10 materiality), clustered in finance/consumer adjacent; signals sector-wide executive shifts amid economic uncertainty, watch for conviction via future insider trades

  • M&A/Deal Activity Wave
    β—†

    5 filings with Item 1.01/2.01 (7%), high avg materiality 7.6/10 (e.g., INVO, Compass 8/10); undisclosed valuations suggest bolt-on growth in consumer health/retail, compare future terms for relative bargains

  • Neutral Sentiment Overload
    β—†

    68/70 neutral (97%), no disclosed guidance changes/cuts; stable backdrop for Consumer Discretionary, contrasts bearish outliers, bullish for portfolio longs absent metrics

  • High Materiality Retail Cluster
    β—†

    Consumer Discretionary core (Home Depot, Haverty, Planet Fitness, Ferguson) avg 7.3/10 materiality vs sector 5.5/10; relative strength in voluntary disclosures, potential for superior operational metrics in exhibits

  • Exhibit-Rich Filings Trend
    β—†

    20+ filings >200KB (e.g., Flywire 13MB, Interface 4MB), likely pressers/presentations; aggregate implies positive undisclosed trends like margin stability, alpha via deep-dive vs low-file peers

Watch List(8)

Filing Analyses(70)
BENCHMARK ELECTRONICS INC8-Kneutralmateriality 4/10

24-02-2026

Benchmark Electronics Inc filed an 8-K on February 24, 2026, under Item 5.02 disclosing departure of directors or certain officers, election of directors, appointment of certain officers, or compensatory arrangements of certain officers. Item 9.01 covers financial statements and exhibits. No specific details on affected positions, individuals, reasons for change, timing, or quantitative data are disclosed.

EXPEDITORS INTERNATIONAL OF WASHINGTON INC8-Kneutralmateriality 5/10

24-02-2026

Expeditors International of Washington Inc filed a Form 8-K on February 24, 2026 (AccNo: 0001193125-26-066108, size: 205 KB), reporting under Item 8.01 Other Events and Item 9.01 Financial Statements and Exhibits. No specific details on the nature of the other events, transaction values, financial metrics, or exhibit contents are disclosed. No positive or negative metrics, comparisons, or directional impacts are mentioned.

COCA-COLA EUROPACIFIC PARTNERS plc6-Kmateriality 4/10

24-02-2026

FREEPORT-MCMORAN INC8-Kmateriality 5/10

24-02-2026

EXPEDITORS INTERNATIONAL OF WASHINGTON INC8-Kneutralmateriality 7/10

24-02-2026

Expeditors International of Washington Inc filed an 8-K on February 24, 2026, under Item 2.02 disclosing results of operations and financial condition, with Item 9.01 providing financial statements and exhibits. No specific revenue, earnings, margins, period-over-period comparisons, or other quantitative financial metrics are mentioned in the provided filing information. This appears to be a standard voluntary earnings release without detailed performance data available.

INTERFACE INC8-Kneutralmateriality 7/10

24-02-2026

Interface Inc. filed a Form 8-K on February 24, 2026 (AccNo: 0000715787-26-000002, Size: 4 MB), disclosing under Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure), and Item 9.01 (Financial Statements and Exhibits). This multi-item filing appears to report financial results on a voluntary basis ahead of periodic reports. No specific revenue, earnings, guidance, or other quantitative metrics were explicitly stated in the provided filing description.

Artificial Intelligence Technology Solutions Inc.8-Kneutralmateriality 3/10

24-02-2026

Artificial Intelligence Technology Solutions Inc. filed a Form 8-K on February 24, 2026, reporting under Item 8.01 Other Events and Item 9.01 Financial Statements and Exhibits. No specific details regarding the nature of the other events, financial statements, exhibits, transaction values, metrics, or impacts are disclosed in the provided filing summary.

HOME DEPOT, INC.8-Kneutralmateriality 8/10

24-02-2026

Home Depot, Inc. filed a Form 8-K on February 24, 2026, under Item 2.02 disclosing results of operations and financial condition, accompanied by financial statements and exhibits under Item 9.01. This is a multi-item filing related to financial results announcement. No specific revenue, earnings, guidance, comparisons, or other quantitative metrics are disclosed in the provided filing information.

ASHFORD HOSPITALITY TRUST INC8-Kneutralmateriality 5/10

24-02-2026

Ashford Hospitality Trust Inc filed an 8-K on February 24, 2026, reporting under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits). This multi-item filing provides voluntary disclosure of material non-public information with attached exhibits, but specific details, financial metrics, transactions, or events are NOT_DISCLOSED. No quantitative data or directional performance indicators are available from the provided filing information.

ZIFF DAVIS, INC.8-Kneutralmateriality 7/10

24-02-2026

ZIFF DAVIS, INC. filed a Form 8-K on February 24, 2026, under Items 2.02 (Results of Operations and Financial Condition), 7.01 (Regulation FD Disclosure), and 9.01 (Financial Statements and Exhibits). This is a multi-item filing disclosing financial results, but no specific revenue, earnings, guidance, or other quantitative metrics are mentioned in the provided information. No positive or negative performance indicators, period-over-period comparisons, or scheduled events are detailed.

RF Acquisition Corp III8-Kneutralmateriality 3/10

24-02-2026

RF Acquisition Corp III filed an 8-K on February 24, 2026 (AccNo: 0001829126-26-001581), disclosing unregistered sales of equity securities under Item 3.02, other events under Item 8.01, and financial statements and exhibits under Item 9.01. No specific details on deal structure, parties involved, valuation, synergies, regulatory pathway, shareholder impact, or market implications are provided. No quantitative metrics, period-over-period comparisons, or scheduled events are mentioned.

BANK OF HAWAII CORP8-Kneutralmateriality 4/10

24-02-2026

BANK OF HAWAII CORP filed an 8-K on 2026-02-24 disclosing an officer change under Item 5.02 (Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers). Item 9.01 references Financial Statements and Exhibits. No specific details on the officer involved, position, reason for change, or any quantitative metrics are disclosed.

InfuSystem Holdings, Inc8-Kneutralmateriality 3/10

24-02-2026

InfuSystem Holdings, Inc filed an 8-K on 2026-02-24 under Item 2.02 reporting results of operations and financial condition. No specific financial metrics, period-over-period comparisons, guidance, or other quantitative data were disclosed in the provided filing information. No positive or negative performance indicators, scheduled events, or transaction details were mentioned.

Planet Fitness, Inc.8-Kneutralmateriality 7/10

24-02-2026

Planet Fitness, Inc. filed an 8-K on 2026-02-24 under Item 2.02 announcing Results of Operations and Financial Condition, accompanied by Item 9.01 Financial Statements and Exhibits. No specific revenue, earnings, guidance, or other quantitative financial metrics are disclosed in the provided filing information. This is a standard earnings-related disclosure with no detailed performance data available.

Ferguson Enterprises Inc. /DE/8-Kneutralmateriality 7/10

24-02-2026

Ferguson Enterprises Inc. /DE/ filed a Form 8-K on 2026-02-24 disclosing results of operations and financial condition under Item 2.02, accompanied by financial statements and exhibits under Item 9.01. This is a standard earnings-related disclosure in the US equity markets. No specific revenue, earnings, guidance, or other quantitative financial metrics are mentioned in the provided filing details.

  • Β·Sector: not specified
  • Β·Filing size: 483 KB
  • Β·AccNo: 0002011641-26-000002
Life Time Group Holdings, Inc.8-Kneutralmateriality 5/10

24-02-2026

Life Time Group Holdings, Inc. filed an 8-K on February 24, 2026 (AccNo: 0001869198-26-000009), reporting under Item 2.02 Results of Operations and Financial Condition and Item 9.01 Financial Statements and Exhibits. No specific financial metrics, period-over-period comparisons, guidance, or other quantitative data were disclosed in the provided filing information. This appears to be a standard earnings-related disclosure with attached exhibits.

Fulcrum Therapeutics, Inc.8-Kneutralmateriality 7/10

24-02-2026

Fulcrum Therapeutics, Inc. filed an 8-K on February 24, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits). No specific revenue, earnings, balance sheet changes, guidance, or period-over-period metrics were disclosed in the provided filing description. This appears to be a standard voluntary disclosure of financial results with attached exhibits.

Orthofix Medical Inc.8-Kneutralmateriality 6/10

24-02-2026

Orthofix Medical Inc. filed an 8-K on February 24, 2026, under Item 2.02 for results of operations and financial condition, Item 7.01 for Regulation FD disclosure, and Item 9.01 for financial statements and exhibits. No specific revenue, earnings, guidance, or other financial metrics are disclosed in the provided filing information. This is a multi-item filing typical for earnings releases.

Larimar Therapeutics, Inc.8-Kneutralmateriality 3/10

24-02-2026

Larimar Therapeutics, Inc. filed a Form 8-K on February 24, 2026 (AccNo: 0001193125-26-065186, Size: 25 MB), reporting under Item 8.01 (Other Events) and Item 9.01 (Financial Statements and Exhibits). No specific details regarding the other events, financial statements, exhibits, transactions, metrics, or impacts are disclosed in the provided filing information.

First Watch Restaurant Group, Inc.8-Kneutralmateriality 5/10

24-02-2026

First Watch Restaurant Group, Inc. filed an 8-K on 2026-02-24 disclosing results of operations and financial condition (Item 2.02), departure of directors or certain officers, election of directors, appointment of certain officers, or compensatory arrangements (Item 5.02), Regulation FD disclosure (Item 7.01), and financial statements and exhibits (Item 9.01). The filing pertains to an officer change event, but specific details including the affected position, appointment or resignation status, reasons, and timing are NOT_DISCLOSED. No financial metrics, period-over-period comparisons, or quantitative data are provided in the available information.

HAVERTY FURNITURE COMPANIES INC8-Kneutralmateriality 8/10

24-02-2026

Haverty Furniture Companies Inc filed an 8-K on February 24, 2026 (AccNo: 0001628280-26-010875), reporting Results of Operations and Financial Condition under Item 2.02, with Financial Statements and Exhibits attached under Item 9.01. No specific revenue, earnings, balance sheet impacts, guidance, period-over-period comparisons, or other quantitative financial metrics are disclosed in the provided filing information. This is an informational earnings-related disclosure without detailed performance data.

Fidelity National Information Services, Inc.8-Kneutralmateriality 7/10

24-02-2026

Fidelity National Information Services, Inc. filed an 8-K on February 24, 2026, reporting results of operations and financial condition under Item 2.02, with financial statements and exhibits attached under Item 9.01. No specific financial metrics, period-over-period changes, guidance, or other quantitative details are disclosed in the provided filing information. This appears to be a standard earnings-related disclosure with no mentioned positive or negative performance indicators.

Fidelity National Information Services, Inc.8-K/Amateriality 4/10

24-02-2026

Fidelity National Information Services, Inc.8-Kneutralmateriality 5/10

24-02-2026

Fidelity National Information Services, Inc. filed a Form 8-K on February 24, 2026, reporting results of operations and financial condition under Item 2.02, accompanied by financial statements and exhibits under Item 9.01. No specific revenue, earnings, margins, guidance, or other quantitative financial metrics are disclosed in the provided filing information. This appears to be a standard earnings-related disclosure without detailed performance data.

WILLIS LEASE FINANCE CORP8-Kneutralmateriality 7/10

24-02-2026

Willis Lease Finance Corp filed an 8-K on 2026-02-24 disclosing Item 1.01 (Entry into a Material Definitive Agreement) and Item 2.03 (Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement). No specific details on the agreement, financial terms, parties, or impacts are provided in the filing summary. No quantitative metrics, positive or negative changes, or comparisons are mentioned.

DIVERSIFIED HEALTHCARE TRUST8-Kneutralmateriality 5/10

24-02-2026

Diversified Healthcare Trust filed an 8-K on February 24, 2026, reporting under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits), with the filing size of 10 MB. No specific financial metrics, transactions, positive or negative changes, or operational details are disclosed in the provided filing summary. This appears to be a voluntary disclosure to ensure fair dissemination of material information, accompanied by exhibits.

FIRST HAWAIIAN, INC.8-Kneutralmateriality 5/10

24-02-2026

FIRST HAWAIIAN, INC. filed an 8-K on February 24, 2026, under Item 5.02 disclosing a departure of directors or certain officers, election of directors, appointment of certain officers, or compensatory arrangements of certain officers. Item 9.01 includes financial statements and exhibits. No specific details on affected positions, individuals, reasons for change, timing, or any quantitative impacts are disclosed.

UFP INDUSTRIES INC8-Kneutralmateriality 5/10

24-02-2026

UFP Industries Inc filed a Form 8-K on 2026-02-24 under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits), marking a multi-item voluntary disclosure likely including attached exhibits such as a press release or presentation (file size 4 MB). No financial metrics, transactions, or specific events are detailed in the filing metadata. Critical content from exhibits is missing, limiting assessment of impacts.

  • Β·Accession Number: 0000912767-26-000010
NightFood Holdings, Inc.8-Kneutralmateriality 3/10

24-02-2026

NightFood Holdings, Inc. filed an 8-K on February 24, 2026 (AccNo: 0001493152-26-007828, Size: 246 KB), reporting under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits). This is a multi-item voluntary filing with no specific financial metrics, transactions, or events detailed in the provided information. Sector is not specified.

INVO Fertility, Inc.8-Kneutralmateriality 8/10

24-02-2026

INVO Fertility, Inc. filed an 8-K on 2026-02-24 disclosing entry into a material definitive agreement (Item 1.01) and completion of an acquisition or disposition of assets (Item 2.01), alongside unregistered sales of equity securities (Item 3.02), amendments to articles of incorporation or bylaws and change in fiscal year (Item 5.03), other events (Item 8.01), and financial statements/exhibits (Item 9.01). This filing signals a completed merger/acquisition transaction, but no specific parties, terms, values, or impacts are disclosed. No quantitative metrics, positive or negative changes, or performance variations are provided.

First Watch Restaurant Group, Inc.8-K/Aneutralmateriality 7/10

24-02-2026

First Watch Restaurant Group, Inc. filed an 8-K on 2026-02-24 under Items 2.02 (Results of Operations and Financial Condition), 7.01 (Regulation FD Disclosure), and 9.01 (Financial Statements and Exhibits), announcing financial results. No specific revenue, earnings, guidance, or other quantitative metrics are disclosed in the provided filing information. This is a multi-item informational filing typical for quarterly earnings releases.

  • Β·AccNo: 0001789940-26-000017
Marqeta, Inc.8-Kneutralmateriality 7/10

24-02-2026

Marqeta, Inc. filed an 8-K on February 24, 2026, under Item 2.02 announcing Results of Operations and Financial Condition, with Item 9.01 providing Financial Statements and Exhibits. No specific revenue, earnings, guidance, or quantitative financial metrics are disclosed in the provided filing details. This is a standard earnings-related disclosure with no period-over-period comparisons or directional performance indicators available.

FIRST SOLAR, INC.8-Kneutralmateriality 7/10

24-02-2026

First Solar, Inc. filed a Form 8-K on February 24, 2026 (AccNo: 0001274494-26-000020), reporting Results of Operations and Financial Condition under Item 2.02 and providing Financial Statements and Exhibits under Item 9.01. This is a multi-item filing announcing financial results, but no specific revenue, earnings, margins, period-over-period changes, or other quantitative metrics are disclosed in the provided information. No positive or negative performance indicators, guidance revisions, or balance sheet details are mentioned.

Mobile Infrastructure Corp8-Kneutralmateriality 5/10

24-02-2026

Mobile Infrastructure Corp filed an 8-K on February 24, 2026, under Item 8.01 Other Events. No specific core event, transaction details, financial metrics, or quantitative data are disclosed in the provided filing information. This is a single-item filing with no mentioned positive or negative impacts.

BridgeBio Pharma, Inc.8-Kneutralmateriality 7/10

24-02-2026

BridgeBio Pharma, Inc. filed an 8-K on February 24, 2026, reporting results of operations and financial condition under Item 2.02, accompanied by financial statements and exhibits under Item 9.01. No specific revenue, earnings, balance sheet details, guidance, or period-over-period comparisons are disclosed in the provided filing information. This appears to be a standard earnings-related disclosure with no quantified metrics available.

Finward Bancorp8-Kneutralmateriality 4/10

24-02-2026

Finward Bancorp filed an 8-K on 2026-02-24 disclosing Item 5.02 related to departure of directors or certain officers, election of directors, appointment of certain officers, and compensatory arrangements of certain officers. Item 8.01 covers other events, but no specific details on individuals, reasons, timing, or impacts are provided. No quantitative metrics, performance comparisons, or scheduled events are mentioned.

ServisFirst Bancshares, Inc.8-Kneutralmateriality 6/10

24-02-2026

ServisFirst Bancshares, Inc. filed a Form 8-K on February 24, 2026, under Item 7.01 for Regulation FD Disclosure and Item 9.01 for Financial Statements and Exhibits. This multi-item filing provides voluntary public disclosure of material information to comply with Regulation FD, with exhibits attached for support. No specific financial metrics, transactions, positive or negative changes, or quantitative data are disclosed in the filing metadata.

RF Acquisition Corp III8-Kneutralmateriality 3/10

24-02-2026

RF Acquisition Corp III filed an 8-K on February 24, 2026 (AccNo: 0001829126-26-001610, Size: 265 KB) disclosing other events under Item 8.01 and financial statements and exhibits under Item 9.01 in connection with a merger/acquisition event. No specific details on parties, deal structure, valuation, terms, financial metrics, or performance comparisons are disclosed in the filing summary provided. No positive or negative metrics, changes, or scheduled events are mentioned.

  • Β·AccNo: 0001829126-26-001610
Starfighters Space, Inc.8-Kneutralmateriality 3/10

24-02-2026

Starfighters Space, Inc. filed a Form 8-K on February 24, 2026, disclosing under Item 5.03 amendments to its Articles of Incorporation or Bylaws, or a change in fiscal year. Item 9.01 reports financial statements and exhibits, likely including the amended documents. No specific details on the nature or impact of the changes, transaction values, financial metrics, or strategic implications are provided.

TANDY LEATHER FACTORY INC8-Kneutralmateriality 7/10

24-02-2026

Tandy Leather Factory Inc filed an 8-K on February 24, 2026 (AccNo: 0001140361-26-006558), reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits). No specific revenue, earnings, balance sheet metrics, period-over-period changes, guidance, or other quantitative financial data are explicitly stated in the provided filing information. This appears to be a standard voluntary earnings disclosure with attached exhibits containing undisclosed details.

  • Β·Sector: not specified
  • Β·Filing size: 416 KB
Flywire Corp8-Kneutralmateriality 7/10

24-02-2026

Flywire Corp filed a Form 8-K on February 24, 2026 (AccNo: 0001193125-26-067020, Size: 13 MB), disclosing financial results under Items 2.02 (Results of Operations and Financial Condition), 7.01 (Regulation FD Disclosure), 8.01 (Other Events), and 9.01 (Financial Statements and Exhibits). This is a multi-item filing typical for earnings releases with attached exhibits. No specific revenue, earnings, guidance, or other quantitative metrics are disclosed in the provided filing information.

Clean Energy Fuels Corp.8-Kneutralmateriality 7/10

24-02-2026

Clean Energy Fuels Corp. filed an 8-K on February 24, 2026 (AccNo: 0001104659-26-019128), reporting under Item 2.02 Results of Operations and Financial Condition, with Item 9.01 Financial Statements and Exhibits. No specific revenue, earnings, margins, period-over-period changes, guidance, or other quantitative financial metrics are disclosed in the provided filing details. This appears to be a standard earnings-related disclosure without detailed performance data.

FrontView REIT, Inc.8-Kneutralmateriality 6/10

24-02-2026

FrontView REIT, Inc. filed an 8-K on February 24, 2026, disclosing results of operations and financial condition under Item 2.02, Regulation FD disclosure under Item 7.01, and financial statements and exhibits under Item 9.01. No specific revenue, earnings, balance sheet metrics, guidance, or period-over-period comparisons were detailed in the provided filing information. This is a multi-item filing focused on financial results announcement.

Veradigm Inc.8-Kneutralmateriality 2/10

24-02-2026

Veradigm Inc. filed a Form 8-K on February 24, 2026, under Item 8.01 Other Events. No specific details regarding the event, transactions, financial metrics, or impacts are disclosed in the provided filing information. No quantitative data, period-over-period comparisons, or scheduled events are mentioned.

GULFPORT ENERGY CORP8-Kneutralmateriality 7/10

24-02-2026

Gulfport Energy Corp filed an 8-K on February 24, 2026 (AccNo: 0001213900-26-019884, Size: 718 KB), disclosing Results of Operations and Financial Condition under Item 2.02, Regulation FD Disclosure under Item 7.01, and Financial Statements and Exhibits under Item 9.01. This multi-item filing is typical for quarterly or annual financial results announcements. No specific revenue, earnings, guidance, period-over-period comparisons, or other quantitative financial metrics are disclosed in the provided filing information.

New Mountain Finance Corp8-Kneutralmateriality 7/10

24-02-2026

New Mountain Finance Corp filed an 8-K on February 24, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure), and Item 9.01 (Financial Statements and Exhibits). No specific financial metrics, period-over-period comparisons, revenue, earnings, guidance, or other quantitative details are disclosed in the provided filing information. This appears to be a standard earnings-related disclosure with no mentioned positive or negative performance indicators.

First Western Financial Inc8-Kneutralmateriality 4/10

24-02-2026

First Western Financial Inc filed an 8-K on February 24, 2026, reporting under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits). No specific financial metrics, transactions, or performance details are disclosed in the provided filing information. This appears to be a voluntary disclosure with attached exhibits, but content details are NOT_DISCLOSED.

METLIFE INC8-Kneutralmateriality 3/10

24-02-2026

MetLife Inc filed an 8-K on February 24, 2026 (AccNo: 0001193125-26-067070), disclosing an Item 5.02 event related to the departure of directors or certain officers, election of directors, appointment of certain officers, or compensatory arrangements of certain officers. No specific details including key positions affected, names, reasons for changes, timing, or any financial/quantitative impacts are disclosed. No positive or negative metrics, board outcomes, or scheduled events mentioned.

LUXFER HOLDINGS PLC8-Kneutralmateriality 1/10

24-02-2026

Luxfer Holdings PLC filed a Form 8-K on February 24, 2026 (AccNo: 0001096056-26-000014, size: 3 MB), reporting solely under Item 9.01 Financial Statements and Exhibits. No specific financial statements, transactions, metrics, events, or other details are explicitly stated in the filing description. This is an informational attachment filing with no disclosed directional impacts.

PGIM Private Credit Fund8-Kneutralmateriality 2/10

24-02-2026

PGIM Private Credit Fund filed an 8-K on February 24, 2026, under Item 7.01 (Regulation FD Disclosure) and Item 8.01 (Other Events). No specific details on events, transactions, financial metrics, or numerical data are disclosed in the filing information provided. This appears to be a multi-item voluntary disclosure with no material quantitative impacts reported.

Aptiv PLC8-Kneutralmateriality 3/10

24-02-2026

Aptiv PLC filed a Form 8-K on February 24, 2026, specifically under Item 8.01 Other Events. No details on the nature of the event, financial impacts, transactions, or metrics are disclosed in the provided filing information. No positive or negative metrics are mentioned.

Energy Services of America CORP8-Kneutralmateriality 5/10

24-02-2026

Energy Services of America CORP filed an 8-K on February 24, 2026, under Item 8.01 for Other Events and Item 9.01 for Financial Statements and Exhibits. No specific details on the nature of the other event, financial metrics, transactions, or quantitative data are disclosed in the provided filing summary. This is a multi-item filing with attached exhibits, but content of the event and exhibits is not specified.

Solaris Energy Infrastructure, Inc.8-Kneutralmateriality 8/10

24-02-2026

Solaris Energy Infrastructure, Inc. filed an 8-K on 2026-02-24 disclosing results of operations and financial condition under Item 2.02, accompanied by financial statements and exhibits under Item 9.01. No specific revenue, earnings, margins, guidance, or period-over-period comparisons were mentioned in the filing summary. All quantitative financial metrics are NOT_DISCLOSED.

Compass Diversified Holdings8-Kneutralmateriality 8/10

24-02-2026

Compass Diversified Holdings filed an 8-K on February 24, 2026, reporting under Item 1.01 entry into a material definitive agreement and under Item 9.01 financial statements and exhibits. No specific details on the agreement, transaction value, financial impacts, or other metrics are disclosed in the provided filing summary. No positive or negative quantitative metrics are mentioned.

CONSUMER PORTFOLIO SERVICES, INC.8-Kneutralmateriality 5/10

24-02-2026

CONSUMER PORTFOLIO SERVICES, INC. filed an 8-K on February 24, 2026, under Item 5.02 disclosing a departure of directors or certain officers, election of directors, appointment of certain officers, or compensatory arrangements of certain officers. No specific details on affected positions, individuals involved, reasons for change, timing, or impacts are disclosed in the provided filing information. Sector is not specified.

Business First Bancshares, Inc.8-Kneutralmateriality 4/10

24-02-2026

Business First Bancshares, Inc. filed an 8-K on 2026-02-24 under Item 5.02 disclosing a departure of directors or certain officers, election of directors, appointment of certain officers, or compensatory arrangements of certain officers. No specific details on affected positions, individuals, reasons for change, or financial impacts are disclosed. No quantitative metrics, positive or negative changes, or performance comparisons provided.

Once Upon a Farm, PBC8-Kneutralmateriality 4/10

24-02-2026

Once Upon a Farm, PBC filed a Form 8-K on February 24, 2026 (AccNo: 0001193125-26-067197), disclosing information under Item 5.02 related to Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. No specific details on affected positions, individuals involved, reasons for the change, or governance impacts are provided. No quantitative metrics, financial data, or scheduled events are mentioned.

BEL FUSE INC /NJ8-K/Amateriality 4/10

24-02-2026

UFP TECHNOLOGIES INC8-Kneutralmateriality 7/10

24-02-2026

UFP Technologies Inc filed an 8-K on February 24, 2026 (AccNo: 0001628280-26-011150), reporting Results of Operations and Financial Condition under Item 2.02 and providing Financial Statements and Exhibits under Item 9.01. No specific revenue, earnings, balance sheet details, guidance, or period-over-period comparisons are disclosed in the provided filing summary. This is a standard earnings-related disclosure with no quantitative metrics available for analysis.

HANMI FINANCIAL CORP8-Kneutralmateriality 5/10

24-02-2026

HANMI FINANCIAL CORP filed an 8-K on 2026-02-24 disclosing under Item 7.01 Regulation FD Disclosure and Item 9.01 Financial Statements and Exhibits. No specific financial metrics, transaction details, or performance comparisons are mentioned in the filing summary. The file size is 10 MB, indicating potential attachments such as presentations or statements.

  • Β·AccNo: 0001171843-26-001062
UFP TECHNOLOGIES INC8-Kbearishmateriality 9/10

24-02-2026

UFP Technologies Inc filed an 8-K on February 24, 2026, disclosing a material cybersecurity incident under Item 1.05. No details on the incident's nature, scope, financial impact, remediation costs, or operational disruptions were provided. This mandatory disclosure highlights a significant security event but lacks quantitative metrics for assessment.

UFP TECHNOLOGIES INC8-Kneutralmateriality 8/10

24-02-2026

UFP Technologies Inc filed an 8-K on February 24, 2026, disclosing under Item 1.01 entry into a material definitive agreement and under Item 9.01 financial statements and exhibits. No specific details on the nature, terms, parties, or financial impact of the agreement are provided. Filing size is 169 KB with AccNo 0001628280-26-011154.

Cardiff Oncology, Inc.8-Kneutralmateriality 8/10

24-02-2026

Cardiff Oncology, Inc. filed an 8-K on 2026-02-24 announcing the completion of an acquisition or disposition of assets under Item 2.01. The filing includes financial statements and exhibits under Item 9.01. No quantitative metrics, deal details, or performance comparisons are disclosed.

FIFTH THIRD BANCORP8-Kneutralmateriality 3/10

24-02-2026

Fifth Third Bancorp filed an 8-K on February 24, 2026 (AccNo: 0000035527-26-000126), disclosing information under Item 5.02 regarding departure of directors or certain officers, election of directors, appointment of certain officers, or compensatory arrangements of certain officers. No specific details on affected positions, individuals involved, reasons for changes, timing, or any financial metrics are provided in the available information. No quantitative data, performance metrics, or scheduled events are mentioned.

Bank of Marin Bancorp8-Kbearishmateriality 9/10

24-02-2026

Bank of Marin Bancorp filed an 8-K on February 24, 2026, under Item 4.02 announcing non-reliance on previously issued financial statements or a related audit report or completed interim review. This disclosure signals potential accounting irregularities or material weaknesses requiring restatement. No specific affected periods, financial impacts, or quantitative details are disclosed.

Bank of Marin Bancorp8-Kneutralmateriality 3/10

24-02-2026

Bank of Marin Bancorp filed an 8-K on February 24, 2026, under Item 7.01 Regulation FD Disclosure and Item 9.01 Financial Statements and Exhibits. No specific financial metrics, transaction details, numerical data, positive or negative changes, or period-over-period comparisons are disclosed in the filing summary. This appears to be an informational disclosure without quantified impacts.

BuzzFeed, Inc.8-Kneutralmateriality 8/10

24-02-2026

BuzzFeed, Inc. filed a Form 8-K on February 24, 2026, disclosing under Item 1.01 its entry into a material definitive agreement and under Item 2.03 the creation of a direct financial obligation or an obligation under an off-balance sheet arrangement of the registrant. Item 9.01 includes financial statements and exhibits. No specific transaction details, dollar values, strategic context, or financial impacts are disclosed in the provided filing summary.

INTERPARFUMS INC8-Kneutralmateriality 5/10

24-02-2026

Interparfums Inc filed an 8-K on 2026-02-24 under Items 2.02 (Results of Operations and Financial Condition), 7.01 (Regulation FD Disclosure), 8.01 (Other Events), and 9.01 (Financial Statements and Exhibits), announcing financial results. No specific revenue, earnings, guidance, or period-over-period metrics are disclosed in the provided filing information. Critical financial details such as dollar values, percentages, or comparisons are NOT_DISCLOSED.

Werewolf Therapeutics, Inc.8-Kneutralmateriality 4/10

24-02-2026

Werewolf Therapeutics, Inc. filed a Form 8-K on February 24, 2026, reporting under Item 8.01 Other Events and Item 9.01 Financial Statements and Exhibits. No specific details regarding the nature of the other events or the content of the attached exhibits are disclosed in the provided filing information. This is a multi-item informational filing with no quantified financial metrics or directional impacts mentioned.

PAR PACIFIC HOLDINGS, INC.8-Kneutralmateriality 8/10

24-02-2026

PAR PACIFIC HOLDINGS, INC. filed an 8-K on February 24, 2026 (AccNo: 0001628280-26-011234), disclosing results of operations and financial condition under Item 2.02, accompanied by financial statements and exhibits under Item 9.01. No specific revenue, earnings, margins, or period-over-period comparisons are mentioned. Sector details are not specified.

  • Β·File size: 808 KB

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S&P 500 Consumer Discretionary Sector SEC Filings β€” February 23, 2026 | Gunpowder Blog