S&P 500 Consumer Discretionary Sector SEC Filings — March 11, 2026

11-03-2026

Pono Capital Four, Inc., a Cayman Islands blank check company (SPAC), filed Amendment No. 2 to its S-1 registration statement on March 11, 2026, for an initial public offering of 15,000,000 units at $10.00 each, targeting gross proceeds of $150M, with underwriters' over-allotment option for 2,250,000 additional units. Sponsor Mehana Ventures LLC holds 7,392,857 Class B founder shares (purchased for $25,000 or ~$0.003/share, up to 964,286 forfeitable), maintaining ~30% post-IPO ownership on an as-converted basis, which will cause immediate and substantial dilution to public shareholders due to the nominal founder share price and anti-dilution protections. Private placements include 190,000 units ($1.9M) committed by sponsor and Private Placement Investor, plus potential 110,000 units ($1.1M) from non-managing sponsor investors.

• ·SEC file number: 333-293120
• ·Filer CIK: 0002108164
• ·EIN: 98-1907673
• ·Principal executive offices: Suite 210, 2nd Floor Windward III, Regatta Office Park, PO Box 500, Grand Cayman, KY-1106
• ·Business address: 643 Ilalo Street, #102, Honolulu, HI 96813
• ·IPO commencement: As soon as practicable after effective date
• ·Redemption price: Trust account net asset value per public share (net of taxes, excluding excise taxes)
• ·Non-managing sponsor investors not affiliated with management or sponsor; no obligation to vote for business combination

11-03-2026

Milestone Scientific Inc. filed an 8-K on March 11, 2026, under Items 5.03 and 9.01, disclosing amendments to its charter or bylaws along with attached exhibits. The filing, with a size of 4 MB, provides no specific financial metrics or performance data for analysis. No period-over-period comparisons or quantitative changes are detailed.

• ·Company CIK: 0000855683
• ·SIC: 3842 (Orthopedic, Prosthetic & Surgical Appliances & Supplies)
• ·State of Incorporation: DE
• ·Fiscal Year End: December 31
• ·Business Address: 220 South Orange Avenue, Livingston, NJ 07039

11-03-2026

LaFayette Acquisition Corp., a SPAC, filed its 10-K annual report outlining its focus on acquisition targets with enterprise values of $500M to $1.5B, fundamentally sound financials, and positive cash flows. The filing highlights risks such as potential insider loans up to $1.5M convertible into units at $10.00 per unit, conflicts of interest, and impacts from debt or share issuances. Financial statements cover the year ended December 31, 2025, and the period from inception (June 7, 2024) through December 31, 2024, but specific performance metrics are not detailed in the provided content.

• ·Company inception date: June 7, 2024
• ·Financial statements include Balance Sheets as of December 31, 2025 and 2024; Statements of Operations, Changes in Shareholders’ Deficit, and Cash Flows for year ended December 31, 2025 and period from inception through December 31, 2024
• ·Potential non-interest bearing loans from initial shareholders or affiliates for transaction costs, with no written agreements yet

11-03-2026

Boxabl Inc. appointed Shanmugam 'Shan' Palaniappan as Chief Technology Officer on March 10, 2026, to bolster software, automation, and AI capabilities as it advances toward a merger with FG Merger II Corp., per the agreement signed August 4, 2025. The move supports Boxabl's transition to an industrial-scale housing manufacturer, with no financial metrics disclosed. Forward-looking statements highlight potential benefits but note risks including merger approval delays and redemptions.

• ·Boxabl founded in 2017.
• ·Merger Agreement dated August 4, 2025, involves two-step merger with FG Merger Sub II Inc.; FGMC to become Surviving Pubco named BOXABL Inc.
• ·FGMC IPO prospectus filed January 29, 2025; Boxabl 10-K filed April 14, 2025.

11-03-2026

Smurfit Westrock plc filed DEFA14A additional proxy materials notifying shareholders of the 2026 Annual General Meeting on May 1, 2026, in Dublin, Ireland. Key proposals include election of 12 director nominees, advisory vote on named executive officer compensation, ratification of KPMG as auditor for fiscal year ending December 31, 2026, and renewals of board authorities to issue shares, opt-out of pre-emption rights, and re-issue treasury shares. The Board recommends voting FOR all proposals; materials available online with voting deadline April 30, 2026.

• ·Proxy materials request deadline: April 16, 2026
• ·Voting deadline: 12:00 p.m. Dublin Time / 7:00 a.m. Eastern Time on April 30, 2026
• ·AGM location: Minerva Suite, RDS Merrion Road, Ballsbridge, Dublin 4, D04 AK83, Ireland
• ·2025 Annual Report and 2025 Irish Statutory Annual Report referenced as available online

11-03-2026

Flutter Entertainment plc filed an 8-K on March 11, 2026, under Items 7.01 and 9.01, disclosing an RNS Announcement regarding its share repurchase program, released via the Regulatory News Service in London to comply with UK Financial Conduct Authority’s Disclosure Guidance and Transparency Rules. The announcement is furnished as Exhibit 99.1. No specific financial metrics, amounts, or performance data were detailed in the filing.

11-03-2026

Target Hospitality reported FY2025 revenue of $320.6M, down 17% YoY from $386.3M, net loss of $37.1M versus $71.4M profit, and Adjusted EBITDA of $53.2M, a 73% decline from $196.7M, primarily due to the PCC Contract termination effective February 2025, with utilization dropping to 51% from 83%. Q4 revenue increased 7% YoY to $89.8M from $83.7M, driven by new Workforce Hub and Dilley Contracts, but Adjusted EBITDA fell to $6.5M from $41.1M. The company secured over $740M in multi-year contracts since February 2025, including new $129M West Texas Power Community (1,400 beds) and $23M Pecos Power Community (400 beds), with 2026 outlook of $320-330M revenue and $60-70M Adjusted EBITDA.

• ·Zero net debt and $8M cash as of Dec 31, 2025.
• ·FY2026 outlook: Capital Expenditures $65-75M, excluding acquisitions.
• ·HFS-South Q4 utilization 69% vs 73% YoY.
• ·Government segment Q4 adjusted gross profit $5.4M vs $37.7M YoY.
• ·WHS segment Q4 revenue $39.7M (new) with $9.1M adjusted gross profit.

11-03-2026

Bread Financial Holdings, Inc. filed an 8-K on March 11, 2026, under Items 7.01 (Regulation FD Disclosure) and 9.01, announcing a press release with a performance update as of and for the period ended February 28, 2026 (Exhibit 99.1). The press release is furnished but not deemed 'filed' under Section 18 of the Exchange Act. No specific financial metrics or period-over-period comparisons were detailed in the filing body.

• ·Securities registered: Common Stock (BFH, NYSE); Depository Shares for 8.625% Non-Cumulative Perpetual Preferred Stock, Series A (BFH PrA, NYSE).

11-03-2026

OppFi Inc. reported record Q4 2025 total revenue of $159.2 million, up 17.3% YoY, net income of $38.4 million, up 175.1% YoY with margin expansion to 24.1%, and ending receivables of $493.1 million, up 16.0% YoY. Full year 2025 total revenue reached a record $597.1 million, up 13.5% YoY, with net income of $146.2 million, up 74.4% YoY, and adjusted net income of $139.8 million, up 69.1% YoY. However, net charge-off rate as a percentage of total revenue increased 360 bps YoY due to elevated charge-offs from early summer vintages.

• ·Q4 2025 Net Promoter Score (NPS) of 76 at loan approval
• ·Total Expenses as % of Total Revenue decreased 710 bps YoY to 34.3% in Q4 2025 and 720 bps to 35.9% in FY 2025
• ·11 consecutive years of positive net income (2015-2025)

11-03-2026

Tandy Leather Factory Inc. (TLF) filed Amendment No. 1 to its Form 10-K for the fiscal year ended December 31, 2025, on March 11, 2026, solely to include Exhibit 97.1, the Executive Compensation Recovery Policy (Clawback Policy), as required by Rule 10D-1 and Nasdaq listing standards. The amendment makes no changes to financial statements, disclosures, or other information from the original 10-K filed February 25, 2026. Aggregate market value of common stock held by non-affiliates was approximately $15.9M at December 31, 2025, with 8,072,875 shares outstanding as of February 19, 2026.

• ·Common stock par value: $0.0024, traded on Nasdaq Capital Market under TLF.
• ·Classified as Non-Accelerated Filer and Smaller Reporting Company.

11-03-2026

Kewaunee Scientific reported Q3 FY26 sales of $69.4M, up 3.3% YoY from $67.2M, driven by strong 21.4% growth in the International segment to $18.4M, though Domestic sales declined 2.0% to $51.0M. Pre-tax earnings rose 25.8% to $1.6M and EBITDA was relatively flat at $3.8M, but net earnings fell to $0.7M from $1.4M with diluted EPS at $0.23 versus $0.45 YoY, amid lower manufacturing volumes and a reduced order backlog of $183.2M (down 17.3% YoY from $221.6M).

• ·YTD nine months FY26 net sales $210.6M (adjusted), up from adjusted $163.3M prior year.
• ·Corporate segment pre-tax net loss $3.1M, relatively flat YoY.
• ·Long-term debt net of sale-leaseback $16.3M, down from $34.1M at April 30, 2025.
• ·Nu Aire acquisition closed November 1, 2024.

11-03-2026

CNB Financial Corp's total assets grew 35.6% YoY to $8.4B, driven by net loans expanding 40.9% to $6.4B and deposits increasing 30.8% to $7.0B, with shareholders' equity up 42.8% to $872.1M. Net income rose to $66.1M from $54.6M, supported by net interest income of $242M (up from $187.5M) and a net interest margin improving to 3.65%. However, regulatory capital ratios declined (total risk-based to 14.78% from 16.16%; Tier 1 to 12.65% from 13.41%), and tangible book value per share fell to $23.48 from $24.24.

• ·Nonaccrual loans decreased to $39.8k (0.61% of loans) from $56.3k (1.22%) YoY.
• ·Allowance for credit losses steady at 1.03% of total loans.
• ·Merger-related expenses (net of tax) $11.6M; adjusted net income to common $73.4M.
• ·PPNR (non-GAAP) $91.3M vs $76.6M; adjusted PPNR $105.1M after $13.8M merger costs.

11-03-2026

Marvell Technology, Inc. reported FY2026 net revenue of $8,194.6 million, up 42.1% YoY from $5,767.3 million, with gross profit surging 75.5% to $4,180.7 million and margin expanding to 51.0% from 41.3%, driving a swing to operating income of 16.1% and net income of 32.6% from prior losses. However, cost of goods sold rose 18.6% to $4,013.9 million, R&D expenses increased 6.4% to $2,075.2 million, while SG&A dipped slightly by 3.9% and restructuring charges fell sharply to 0.2% of revenue from 6.1%. Total facilities include 983,000 sq ft owned and 1,515,000 sq ft leased, primarily outside the US.

• ·Stock-based compensation totaled $590.8M in FY2026, slightly down from $597.4M in FY2025, with breakdowns: COGS $49.2M (up from $47.3M), R&D $409.0M (up from $395.6M), SG&A $132.6M (down from $154.5M).

11-03-2026

Oil-Dri Corporation of America reported record second quarter fiscal 2026 net sales of $117.7M, up 1% YoY, driven by 23% growth in agricultural products to $11.2M, 31% increase in co-packaged cat litter, and 3% rise in Retail & Wholesale sales to $75.8M. However, income from operations declined 10% to $15.7M due to a 6% drop in gross profit to $32.3M from higher costs and Winter Storm Fern disruptions, with B2B operating income down 18% and R&W down 5%; year-to-date net sales fell 3% to $238.2M and net income decreased 4% to $28.0M.

• ·Gross margins declined to 27.4% in Q2 FY26 from 29.5% YoY due to 4% higher domestic COGS per ton.
• ·Amlan International sales $5.3M, down 32% YoY from distributor customer loss.
• ·Fluids purification sales $25.5M, down 4% YoY.
• ·Domestic industrial and sports products sales $10.2M, up 4% YoY.
• ·Diluted EPS Q2 FY26 $0.87, down 2% YoY; YTD $1.93, down 4% YoY.
• ·Earnings webcast scheduled for March 12, 2026 at 10:00 a.m. Central Time.
• ·Winter Storm Fern in January 2026 disrupted operations and delayed revenues.

11-03-2026

PNC Financial Services Group reported strong 2025 financial performance with net income increasing 18% YoY to $7.0B, revenue up 7% to $23.1B, diluted EPS rising 21% to $16.59, loans growing 5% to $331.5B, and deposits up 3% to $440.9B. Non-interest expenses rose 2% YoY to $13.8B, but the company achieved 5% positive operating leverage and returned $3.9B to shareholders via dividends ($2.6B) and repurchases ($1.2B). Post-year end, PNC closed its acquisition of FirstBank on January 5, 2026, adding $26B in assets, $16B in loans, and $23B in deposits, significantly expanding its presence in Colorado and Arizona.

• ·4th largest branch network in the U.S. with presence in the 30 largest U.S. markets.
• ·CET1 capital ratio improved to 10.6% from 10.5%.
• ·Book value per common share $140.44 (2025) vs $122.94 (2024).
• ·Tangible book value per common share $112.51 (2025) vs $95.33 (2024).
• ·Post-acquisition: 120 branches in Colorado; >70 in Arizona; leading bank in Denver by retail deposit share (20%) and branch share (14%).
• ·2025 Form 10-K filed February 20, 2026; proxy materials accessible from March 11, 2026.

11-03-2026

TechTarget, Inc. reported revenues of $486.8M for FY 2025, up 71% YoY from $284.9M in 2024, driven by 105% growth in marketing, advertising services, and sponsorship to $355.8M and 51% increase in advisory services to $52.4M, though intelligence subscriptions grew only 3% to $77.0M. However, a $931.5M goodwill impairment charge propelled operating expenses up 345% to $1.32B and resulted in a $1.01B net loss, worsening 763% from $116.9M in 2024. Total assets declined sharply to $937.3M from $2.27B, with cash dropping to $40.6M.

• ·Net cash provided by operating activities improved to $16.3M in FY 2025 from ($64.9M) in FY 2024.
• ·Convertible debt eliminated to $0 at Dec 31, 2025 from $415.7M at Dec 31, 2024.
• ·Related party long-term debt increased to $106.7M at Dec 31, 2025 from $0.
• ·Restructuring costs of $14.7M in FY 2025.
• ·Basic and diluted net loss per share $14.06 in FY 2025 vs $2.65 in FY 2024.

11-03-2026

Life Time Group Holdings, Inc. filed definitive additional proxy materials (DEFA14A) on March 11, 2026, for its 2026 Annual Meeting on April 22, 2026, at 9:30 a.m. Central Time, held virtually. Shareholders will vote on electing five Class II directors (Joel Alsfine, Jonathan Coslet, J. Kristofer Galashan, Stuart Lasher, Jennifer Pomerantz), a non-binding advisory approval of named executive officer compensation, and ratification of Deloitte & Touche LLP as independent registered public accounting firm. Proxy materials are available online at www.ProxyVote.com, with voting due by April 21, 2026, 11:59 PM ET.

• ·Annual Meeting held virtually at www.virtualshareholdermeeting.com/LTH2026
• ·Proxy materials request deadline: April 8, 2026
• ·Company address: 2902 Corporate Place, Chanhassen, MN 55317
• ·Contact for materials: 1-800-579-1639 or sendmaterial@proxyvote.com

11-03-2026

HBT Financial, Inc. filed an 8-K on March 11, 2026, reporting under Item 1.01 entry into a material definitive agreement, Item 2.03 creation of a direct financial obligation or off-balance sheet arrangement, Item 7.01 Regulation FD disclosure, and Item 9.01 financial statements and exhibits. No specific details on the agreement, obligation size, strategic rationale, or financial impacts are disclosed in the provided filing summary. This is a multi-item filing with no quantitative metrics, period-over-period comparisons, or forward-looking guidance mentioned.

11-03-2026

Triumph Financial, Inc. filed a DEFA14A notice on March 11, 2026, regarding the availability of proxy materials for its Annual Meeting of Shareholders on April 23, 2026, for shareholders of record as of February 24, 2026. Key proposals include the election of nine directors, advisory approval of executive compensation, and ratification of the independent registered public accounting firm, with the Board recommending a FOR vote on Proposals 1, 2, and 3. No financial metrics or performance data are disclosed in this notice.

• ·Paper materials ordering: Internet www.investorelections.com/TFIN, Call 1-866-648-8133, Email paper@investorelections.com (include 12-digit control number).
• ·Proposal 4: To transact any other business properly coming before the meeting or adjournments.

11-03-2026

First Choice Healthcare Solutions, Inc. (FCHS) reported its first revenue of $7,350 for the year ended December 31, 2025, up from $0 in 2024, alongside a strategic acquisition of The Good Clinic's assets for $3.5M in an all-stock deal on January 25, 2024. However, operating losses widened to $2.67M from $1.29M YoY due to sharply higher compensation and SG&A expenses, while net loss attributable to common shareholders more than doubled to $7.06M from $3.94M, driven by elevated interest expenses of $4.71M. The company emphasizes competitive strengths in wellness services like hormone therapy and regenerative medicine but warns of risks from indebtedness and billing challenges with Medicare/Medicaid.

• ·PPP loan forgiveness declined to $471,300 in 2025 from $812,324 in 2024.
• ·Loss on sale of equipment: $48,328 in 2025.
• ·Trademark for ‘The Good Clinic’ registered April 6, 2021 (No. 90077963).

11-03-2026

Wealthfront reported record FY2026 revenue of $365.0M, up 18% YoY, and Q4 revenue of $96.1M, up 16% YoY, driven by Total Platform Assets reaching a record $94.1B (+17% YoY), with Investment Advisory Assets surging 29% to $48.7B but Cash Management Assets growing more modestly at 7% to $45.4B. Adjusted EBITDA rose 20% YoY to $170.7M with a 47% margin, while GAAP net loss widened to $(43.2)M for the year and $(134.8)M in Q4 primarily due to one-time IPO-related stock-based compensation of $239.0M. The board authorized a $100M share repurchase program in March 2026.

• ·Funded Clients grew 17% YoY to 1.42M; Funded Accounts grew 16% YoY to 1.84M.
• ·Annualized organic growth in Investment Advisory reached 11% in Q4, accelerating to 15% in January.
• ·Corporate cash balances exceeded $440M at FY end; strong February 2027 net deposit growth noted.
• ·Adjusted operating expenses up 19% YoY to $211.1M for FY2026.
• ·Expect Adjusted EBITDA margins above 40% but declining sequentially in Q1 FY2027.

11-03-2026

Foghorn Therapeutics Inc. (FHTX) reported collaboration revenue of $30.9M for 2025, up 37% YoY from $22.6M, while narrowing its net loss to $74.3M (14% improvement) from $86.6M and reducing total operating expenses 6% to $117.3M, driven by a 10% drop in R&D expenses. Cash burn from operations improved to $86.1M used from $100.4M, with net cash increasing $27.0M to end with $84.1M in cash, cash equivalents, and restricted cash. However, total assets fell 30% to $198.1M from $284.0M due to a sharp decline in marketable securities to $78.0M from $188.3M, impairments rose to $5.9M from $2.4M, and stockholders' deficit widened to $108.5M from $45.5M.

• ·Net loss per share improved to $(1.18) from $(1.58).
• ·Weighted average common shares outstanding: 62,980,959 in 2025 vs. 54,899,432 in 2024.
• ·Stock-based compensation expense: $10.4M in 2025 vs. $11.9M in 2024.
• ·Deferred revenue (current + non-current): $249.2M at Dec 31, 2025 vs. $280.1M at Dec 31, 2024.

11-03-2026

11-03-2026

STONERIDGE INC filed an 8-K on 2026-03-11 reporting under Item 1.01 entry into a material definitive agreement and under Item 2.03 creation of a direct financial obligation or off-balance sheet arrangement, with Item 9.01 providing financial statements and exhibits. This is a multi-item mandatory disclosure with no specific transaction details, dollar values, or financial impacts disclosed. No positive or negative metrics are provided.

11-03-2026

Evofem Biosciences, Inc.'s 10-K filing raises substantial doubt about its ability to continue as a going concern, citing material weaknesses in internal controls as of December 31, 2025 and 2024, over 90 days past due on significant vendor obligations, notices of default from Future Pak, LLC, and ongoing significant losses with negative cash flows. The company faces challenges in raising additional capital, remediating controls, commercializing PHEXX and SOLOSEC, and complying with debt arrangements, with no indications of near-term profitability. Risks include potential asset seizures, regulatory enforcement, and failure to meet Nasdaq or other listing standards.

• ·Over 90 days past due on significant vendor obligations.
• ·Material weaknesses in internal controls identified as of December 31, 2025 and December 31, 2024.
• ·FDA approval for PHEXX (as Femidence in Nigeria) for pregnancy prevention and SOLOSEC for BV and trichomoniasis treatment.

11-03-2026

Target Corp's FY2025 net sales declined 1.7% YoY to $104.8B from $106.6B, with comparable sales down 2.6% due to 2.2% lower traffic and 0.4% lower average transaction amount. Operating income fell 8.1% to $5.1B, GAAP diluted EPS decreased 8.2% to $8.13, and gross margin rate slipped to 27.9% from 28.2%, while SG&A expense rate remained flat at 20.6%. Adjusted operating income dropped 14.2% to $4.8B amid business transformation costs and interchange fee settlements.

• ·Depreciation and amortization expense increased 3.5% YoY to $2,617M in FY2025.
• ·Gross margin rate declined to 27.9% from 28.2% in FY2024.
• ·Adjusted SG&A expenses decreased 0.4% to $21,877M in FY2025.

11-03-2026

LifeStance Health Group, Inc. filed an 8-K on 2026-03-11 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 any financial metrics are disclosed. This appears to be a routine governance filing with no quantitative data provided.

11-03-2026

BGSF reported Q4 2025 revenues of $22.0M, down 9.4% YoY from $24.3M and 18.1% QoQ from $26.9M, with gross profit declining to $7.7M (35.0% margin vs 35.9% prior), though net loss improved to $1.3M from $2.9M YoY due to cost cuts; FY 2025 revenues fell 10.6% to $93.3M from $104.4M. The company is now debt-free with $19.0M cash after selling its Professional division, paying a $2.00-per-share special dividend, and authorizing a $5M share repurchase. Strategic moves include rebranding to BG Staffing post-TSA with INSPYR Solutions in April 2026 and a PropTech partnership with Yardi.

• ·Company became debt-free post-sale of Professional division.
• ·Q4 Adjusted EBITDA loss of $0.9M improved from $1.6M YoY loss.
• ·Total assets $57.8M as of Dec 28, 2025, down from $150.1M prior year.
• ·Cash dividends declared $2.00 per common share in FY 2025.
• ·Conference call scheduled for March 12, 2026 at 9:00 a.m. ET.

11-03-2026

On March 11, 2026, Rodger Levenson, Chairman, President and CEO of WSFS Financial Corporation, adopted a Rule 10b5-1 pre-arranged stock trading plan for the potential exercise of vested stock options and sale of up to 65,446 shares of common stock between June 10, 2026, and June 30, 2027, for personal financial and estate planning purposes. As of the filing date, Mr. Levenson beneficially owns approximately 247,000 shares and will retain ownership well above the company's 100,000 share stock ownership guidelines even if all planned sales occur.

11-03-2026

MariMed Inc. reported full-year 2025 revenue of $159.8 million, up 1.3% YoY from $157.7 million, driven by 11% wholesale growth and Q4 revenue increase of 7% to $41.7 million from $38.9 million. However, GAAP gross margins declined to 36% from 40% YoY, non-GAAP Adjusted EBITDA fell 12% to $16.9 million from $19.3 million, and GAAP net loss widened to $14.5 million from $12.4 million. The company marked its sixth consecutive year of positive Adjusted EBITDA and restructured its $14.7 million Series B obligations, extending maturity by 4.6 years.

• ·Cash and equivalents increased to $8.9M from $7.3M YoY.
• ·Total assets $202.6M as of Dec 31, 2025, down from $207.0M.
• ·Betty’s Eddies ranked #1 edible across Massachusetts, Maryland, Delaware, and Illinois.
• ·Vibations ranked fourth among cannabis beverages in those states.
• ·Conference call scheduled for March 12, 2026 at 8:00 a.m. ET.

11-03-2026

FIRST UNITED CORP/MD/ filed an 8-K on 2026-03-11 under Item 5.02 disclosing departure of directors or certain officers, election of directors, appointment of certain officers, and compensatory arrangements of certain officers. Item 9.01 includes financial statements and exhibits. No specific names, reasons, timings, or quantitative details on the changes are provided in the disclosure summary.

11-03-2026

Bridger Aerospace Group Holdings, Inc. announced the retirement of CFO Eric Gerratt effective March 10, 2026, with a transition period until April 3, 2026, including a $180,000 retention fee and continued vesting of RSUs. Anne Hayes, previously Deputy CFO, was appointed as the new CFO effective the same date, retaining her $500,000 annual base salary and $150,000 bonus eligibility. Separately, Adolphus 'Bill' Andrews was appointed COO effective March 2, 2026, with a $400,000 salary, $160,000 bonus potential, and $1M in RSU awards.

• ·Eric Gerratt previously announced resignation on November 21, 2025.
• ·Anne Hayes served as Deputy CFO since November 2025 and on Board from September 2023 to November 2025 as Audit Committee Chair.
• ·Adolphus Andrews appointment announced March 4, 2026; RSUs vest one-third annually for 2026 award and 50% immediate/50% at one-year for inducement.
• ·Anne Hayes is a CPA with BS Finance from Villanova University and MS Finance from University of Denver.

11-03-2026

California Resources Corporation announced the pricing of an upsized private offering of $350 million aggregate principal amount of its 7.000% senior unsecured notes due 2034, priced at 100.500% of par. The offering size was increased from the previously announced $250 million, representing a 40% upsizing. No declines or flat metrics were reported in this financing announcement.

• ·Press release furnished as Exhibit 99.1
• ·Trading symbol: CRC on New York Stock Exchange

11-03-2026

First Internet Bancorp reported net interest income growth of 30% YoY to $113.8M for 2025, driven by higher interest-earning assets ($5.66B average) and improved net interest margin of 2.01%, up from 1.65% in 2024. However, total assets declined to $5.57B from $5.74B, loans decreased 10% to $3.75B, noninterest income plunged 94% to $2.7M due to an $8.3M loss on loan sales, and nonperforming loans ratio deteriorated to 1.56% from 0.68%. Noninterest expenses rose 5% to $95.0M amid higher salaries and premises costs.

• ·Nonaccrual loans increased to $56.4M from $26.0M at Dec 31 2024.
• ·Allowance for credit losses to loans: 1.49% (2025) vs 1.07% (2024).
• ·Interest-bearing deposits average balance up to $4.87B from $4.32B YoY.