S&P 500 Consumer Discretionary Sector SEC Filings — March 25, 2026

25-03-2026

Inflection Point Acquisition Corp. VI, a blank check SPAC, filed Amendment No. 2 to its S-1 registration statement on March 24, 2026, for a proposed $220M IPO of 22M units priced at $10 each, comprising one Class A ordinary share and one-third of a redeemable warrant exercisable at $11.50. The sponsor, Inflection Point Holdings VI LLC, holds 8,433,333 Class B ordinary shares and commits to 5M private placement warrants at $1 each, alongside 2.4M from Cantor Fitzgerald & Co., totaling $7.4M; IPF intends a $25M PIPE. The offering includes a 45-day underwriter option for 3.3M additional units and a 24-month window to complete an initial business combination, with public share redemptions limited to 15% aggregate per shareholder group.

• ·Warrants exercisable 30 days post-initial business combination, expire 5 years after or upon redemption/liquidation.
• ·Trust account funds releasable only post-combination except $500K annual working capital (plus rollover) and taxes.
• ·Sponsor Class B shares convertible to Class A on 1:1 basis pre-combination.
• ·Principal executive offices: 1680 Michigan Avenue Suite 700 #1031, Miami Beach, FL 33139.
• ·Nasdaq listing intended: IPFXU for units.

25-03-2026

Chefs' Warehouse, Inc. (CHEF) DEF 14A proxy statement dated March 25, 2026, for the virtual annual meeting on May 8, 2026, seeks stockholder approval for the election of nine director nominees, ratification of the independent registered public accounting firm, and an advisory vote on executive compensation. Governance highlights include 78% board independence, 100% committee independence, 33% female and underrepresented group board diversity, stock ownership guidelines, clawback policy, and anti-hedging measures, with no noted governance shortcomings. The company reports stockholder outreach covering 40% of voting shares and strategies focused on market expansion and ESG initiatives, including fleet efficiency improvements.

• ·Annual Meeting: 10:00 a.m. EDT, Friday, May 08, 2026, virtual at www.virtualshareholdermeeting.com/chef26
• ·Voting matters: Proposal 1 (Election of Directors), Proposal 2 (Ratification of Auditors), Proposal 3 (Advisory Vote on Executive Compensation)
• ·Executive compensation tied to adjusted EBITDA (AEBITDA), ROIC, and share price goals
• ·Stockholder communications: ir@chefswarehouse.com or investors.chefswarehouse.com/corporate-governance/contact-the-board

25-03-2026

Progress Software Corp /MA filed its 2026 DEF 14A Proxy Statement ahead of the annual stockholder meeting on May 7, 2026, seeking approval for the election of directors, an advisory vote on named executive officer compensation, an increase in authorized shares under the 2008 Stock Option and Incentive Plan, an increase in shares for the 1991 Employee Stock Purchase Plan, and ratification of the independent auditor. The document provides a business overview emphasizing the company's mission to power AI experiences through products in digital experiences, application and data platforms, and infrastructure management, with a Total Growth Strategy focused on innovation, customer retention for recurring revenue, and M&A-driven growth. No financial performance metrics or period-over-period comparisons are detailed in the provided content.

• ·Annual meeting date: May 7, 2026
• ·Fiscal year end: November 30
• ·Proposals include increases in authorized shares for 2008 Stock Option and Incentive Plan and 1991 Employee Stock Purchase Plan
• ·XBRL tags reference PEO and non-PEO compensation metrics (e.g., grant date fair values, changes in fair value) for fiscal years 2021-2025, but no numerical values provided

25-03-2026

Rentokil Initial PLC's FY2025 revenue increased 4% YoY to $6,908M from $6,617M, supported by organic growth and bolt-on M&A activity. However, operating profit declined 9% to $584M due to higher operating expenses of $6,250M (up 6% YoY), and profit from continuing operations fell 16% to $290M. Total profit rose 20% YoY to $470M, boosted by $180M from discontinued operations (vs $46M prior), with net assets up 4% to $5,494M and cash at $2,319M.

• ·Basic EPS from continuing operations declined to 11.49 cents (FY2024: 13.72 cents).
• ·Basic EPS from total operations: 18.62 cents (FY2024: 15.54 cents).
• ·Dividends paid to equity shareholders: $304M in FY2025 (FY2024: $292M).
• ·Total borrowings increased to $5,567M at Dec 31 2025 from $4,587M at Dec 31 2024.
• ·Audited by PricewaterhouseCoopers LLP (PCAOB ID 876).

25-03-2026

Artificial Intelligence Technology Solutions, Inc. (AITX) filed a Form 8-K on March 25, 2026, under Items 8.01 and 9.01, announcing the issuance of a press release titled 'AITX's RAD Inks Continued Expansion Orders from Global Logistics Leader.' The press release, attached as Exhibit 99.1, highlights ongoing business expansion with a major client, signaling positive momentum in RAD deployments.

• ·Filed with SEC on March 25, 2026; Date of earliest event: March 25, 2026
• ·Registrant details: Nevada incorporation, CIK 0001498148, EIN 27-2343603, principal offices at 10800 Galaxie Avenue, Ferndale, Michigan 48220
• ·Information furnished under Item 8.01, not deemed 'filed' or subject to Section 18 liabilities

25-03-2026

Ellington Financial Inc. furnished a press release under Item 7.01 on March 24, 2026, announcing its estimated book value per share of common stock as of February 28, 2026, in compliance with Regulation FD. The information is not deemed 'filed' and is attached as Exhibit 99.1. No specific book value figure or comparative data was provided in the filing.

• ·Filing signed by JR Herlihy, Chief Financial Officer, on March 24, 2026
• ·Registrant details: Delaware incorporation, Commission File Number 001-34569, IRS EIN 26-0489289, principal offices at 53 Forest Avenue, Old Greenwich, CT 06870

25-03-2026

Pasqal Holding SAS, the target in the proposed business combination with Bleichroeder Acquisition Corp. II, plans a Nasdaq listing in 2026 followed by a secondary Euronext listing, highlighting its neutral-atom quantum computers with ~200 qubits, a 2024 1,000-qubit demonstration, and manufacturing lead times reduced to 9-12 months from over two years. The company signed an MOU with Seoul Metropolitan Government for a quantum R&D center involving $52.84M investment and 51 new jobs, while expanding partnerships with LG Electronics, BMW, EDF, Thales, and Crédit Agricole CIB. Pasqal aims to scale to 10,000-qubit systems using Photonic Integrated Circuits and positions itself as a leader with a workforce of over 275 employees, including ~70 PhDs.

• ·Pasqal founded in 2019 at Institut d’Optique, France; first commercialized 200-qubit quantum computer.
• ·Quantum computers delivered to GENCI (France, 2024), Aramco (Saudi Arabia, 2025), and installed in Italy, Canada, Germany.
• ·Three of eight EuroHPC JU commissioned quantum computers are Pasqal models.
• ·Manufacturing facility expanded with nine QPU bays; additional production site in Canada.
• ·Operates at room temperature (~20°C) using laser-based neutral-atom control, no cryogenic cooling required.

25-03-2026

Aldel Financial II Inc., a blank check company (SPAC), filed its 10-K for the year ended December 31, 2025, reporting no principal operations and a trust account balance of $243.0M (approximately $10.57 per public share), up from $231.2M initially funded post-IPO due to interest income. The company raised $230.0M gross proceeds from its October 23, 2024 IPO of 23.0M units at $10.00 each (including over-allotment) and $7.1M from private placements, while holding $0.5M cash outside the trust. It continues seeking a business combination in financial services within a 24-month window, with no redemptions or withdrawals from trust for taxes to date.

• ·IPO registration statement effective Oct 21, 2024; Public Warrants exercisable at $11.50/share after BC or 12 months post-IPO.
• ·24-month period to complete initial Business Combination (from Oct 23, 2024).
• ·No interest withdrawn from trust for taxes as of Dec 31, 2025.
• ·Sponsor transferred 690,000 founder shares to management and board on Aug 13, 2024.

25-03-2026

HBT Financial, Inc. announced the appointment of Michael J. Morton to the Board of Directors of HBT Financial and Heartland Bank, effective April 1, 2026, with his initial term expiring at the 2026 Annual Meeting of Stockholders. Mr. Morton brings nearly 40 years of banking experience, including as Vice Chair of U.S. Commercial Banking at BMO (2020-2023) and Executive Vice President and Chief Credit Officer at MB Financial (2014-2019). As of December 31, 2025, HBT Financial reported total assets of $5.1B, total loans of $3.5B, and total deposits of $4.4B.

• ·HBT Financial operates 83 full-service branches in Illinois, eastern Iowa, and suburban St. Louis.
• ·Mr. Morton holds a BS from Illinois State University and an MBA from DePaul University.
• ·Contact: HBTIR@hbtbank.com, (309) 664-4556

25-03-2026

Zedge, Inc. announced a 25% increase in its quarterly cash dividend to $0.02 per share from $0.016, payable on April 15, 2026 to stockholders of record as of April 6, 2026, reflecting confidence in business prospects backed by record Q2 revenue, ARPMAU, active subscriptions, Zedge Premium GTV, and 31% YoY free cash flow growth. The company maintains a debt-free balance sheet with $19.1 million in cash. No declines or flat metrics were reported.

• ·Dividend initiated just five months prior to this increase.
• ·Company remains debt-free.

25-03-2026

Fresh Del Monte Produce Inc. (NYSE: FDP) completed the acquisition of select assets from Del Monte Foods Corporation II Inc. for approximately $285 million, reuniting the Del Monte® brand under one owner for the first time in nearly four decades and expanding its prepared and packaged foods platform. The transaction includes global ownership of the Del Monte® brand (subject to existing licenses), brands such as S&W®, Contadina®, and packaged vegetables/tomatoes/refrigerated fruits, plus manufacturing facilities in the US, Mexico, and Venezuela. While expected to enhance brand consistency, efficiency, and growth, forward-looking statements note integration risks including operational disruptions and additional indebtedness.

• ·Acquisition approved by U.S. Bankruptcy Court for the District of New Jersey under Section 363 of the U.S. Bankruptcy Code.
• ·Funded via cash on hand and revolving credit facility availability.
• ·Excludes canned fruit and ambient packaged fruit/fruit sauce products for U.S., Puerto Rico, Mexico; physical assets for those businesses.
• ·Dedicated business unit for acquired brands/businesses to ensure operational continuity; no immediate changes to products, packaging, or distribution.
• ·Rabobank (financial advisor), Greenberg Traurig and Dickinson Wright (legal advisors) to Fresh Del Monte.
• ·Integration progress and financial expectations to be shared in Q1 2026 earnings call.

25-03-2026

Foresight Autonomous Holdings Ltd. filed its annual 20-F report, disclosing no significant revenue from product sales to date and ongoing risks including potential unprofitability, product defects, personnel retention challenges, and dependence on developmental products. The company is conducting technological roadshows and demonstrations globally (US, Japan, Europe, South Korea, India, China) and engaging in paid Proof of Concept (POC) projects lasting 3-6 months that generate limited revenue. Operations face risks from market conditions, including unrest in Israel and the Middle East, currency fluctuations, and pre-commercialization challenges.

• ·POC projects last between 3 to 6 months depending on the industry
• ·Technological roadshows and dozens of demonstrations performed in Israel and around the world

25-03-2026

Cognyte Software Ltd. reported FY2026 revenue of $400,041 thousand, up 14% YoY from $350,632 thousand in FY2025, driven by 29% growth in Software to $161,760 thousand, while Operating income improved to $13,261 thousand from a $5,126 thousand loss. Net loss attributable to the company narrowed to $638 thousand from $12,051 thousand. However, Software service revenue grew only 4% to $187,589 thousand, total cost of revenue rose 6% to $110,340 thousand, and other expense income net deteriorated 354% to $(1,919) thousand amid higher foreign currency losses.

• ·Primary R&D and management site in Herzliya, Israel (119,050 sq ft, leased until 2033).
• ·Cost of software service revenue declined 2% YoY to $44,420 thousand in FY2026.
• ·Foreign currency losses increased 173% YoY to $3,817 thousand in FY2026.
• ·Provision for income taxes rose 135% to $6,729 thousand in FY2026.

25-03-2026

Omega Flex, Inc. announced a regular quarterly dividend of $0.34 per share on March 25, 2026, payable on April 21, 2026, to shareholders of record as of April 9, 2026. No other financial metrics, comparisons, or changes were disclosed in the filing.

• ·Filing date: March 25, 2026
• ·Date of earliest event reported: March 24, 2026
• ·Record date: April 9, 2026
• ·Payment date: April 21, 2026

25-03-2026

For the twelve months ended December 31, 2025, Global Self Storage, Inc. reported revenues of $12,631,502, up 1.4% YoY, with net operating income increasing 0.6% to $7,767,100 and AFFO rising to $4,402,971 from $4,259,327; however, net income declined to $2,038,451 from $2,123,743, and Q4 revenues fell 0.9% to $3,140,574 with NOI down 4.1% to $1,903,543. Overall square foot occupancy improved slightly to 93.0% from 92.9%, but total assets decreased to $64,072,646 from $65,515,024. FFO per share increased to $0.36 from $0.35, while EPS dipped to $0.18 from $0.19.

• ·Depreciation and amortization remained flat at approximately $1.45M annually.
• ·Note payable decreased to $15,785,874 from $16,356,582.
• ·Weighted average diluted shares outstanding: 11,224,476 for 2025 vs 11,143,831 for 2024.
• ·Cash and cash equivalents increased to $7,364,963 from $7,180,857.

25-03-2026

Jefferies Financial Group reported Q1 2026 total net revenues of $2,017,130 thousand, up 27% YoY from $1,593,019 thousand, with record Investment Banking net revenues of $1,017,293 thousand (+45% YoY) driven by Advisory (+33%) and Underwriting (+49%), and Capital Markets up 12% YoY to $778,756 thousand on strong Equities (+37%). However, Fixed Income net revenues declined 24% YoY to $220,268 thousand amid slower markets and a mark-to-market loss from Market Financial Solutions, while results included a $36 million after-tax goodwill write-down on Tessellis and $17 million losses from Market Financial Solutions and First Brands after adjustments. Net earnings attributable to common shareholders increased to $155,700 thousand ($0.70 diluted EPS) from $127,793 thousand ($0.57), though the effective tax rate rose to 24.9% from 9.4%.

• ·Quarterly cash dividend of $0.40 per common share declared, payable May 29, 2026 to holders on May 18, 2026.
• ·Share buyback authorization increased to $250 million.
• ·Book value per common share $51.91; adjusted tangible book value per fully diluted share $34.24.
• ·Compensation ratio 53.8% vs 52.8% YoY; non-compensation ratio 35.6% vs 37.7%.
• ·Tessellis sale expected to close Q1 2027; direct exposure to First Brands now zero.

25-03-2026

Raymond James Financial, Inc. filed an 8-K on March 25, 2026, under Items 7.01 and 9.01, disclosing operating data for February 2026 via a press release furnished as Exhibit 99.1 under Regulation FD Disclosure. The press release is not deemed filed for liability purposes. No specific financial metrics or period-over-period comparisons were detailed in the filing body.

• ·Filing pertains to February 2026 operating data.
• ·Securities: Common Stock, $.01 par value (RJF, New York Stock Exchange).

25-03-2026

Union Pacific Corp's DEF 14A Proxy Statement for the May 14, 2026 annual shareholder meeting seeks approval for the election of 11 director nominees, ratification of Deloitte & Touche LLP as the independent auditor for 2026, and an advisory vote on executive compensation, with the Board recommending FOR all proposals. The proxy highlights ongoing safety improvements through four pillars (Injury Prevention, Leveraging Technology, Situational Awareness Testing, Peer-to-Peer Engagement), supporting long-term freight volume growth, operational excellence, and service; no quantitative performance declines or flat metrics are disclosed. Record date is March 13, 2026, with virtual meeting access via webcast.

• ·Annual meeting: May 14, 2026, 8:00 A.M. CDT via live audio webcast at www.virtualshareholdermeeting.com/UNP2026
• ·Record date: March 13, 2026
• ·2025 Annual Report on Form 10-K filed February 6, 2026
• ·Voting methods: Internet (www.proxyvote.com), telephone (1-800-690-6903), mail

25-03-2026

First United Corporation issued Definitive Additional Proxy Materials (DEFA14A) for its 2026 Annual Meeting of Shareholders scheduled for May 7, 2026, at 9:00 A.M. EST in Oakland, Maryland. Key proposals include election of 10 director nominees, approval of a charter amendment to reduce voting thresholds from two-thirds to a majority, non-binding advisory votes on 2025 named executive officer compensation and say-on-pay frequency (Board recommends every one year), and ratification of Crowe LLP as 2026 auditors, with the Board recommending FOR all nominees and Proposals 2, 3, and 5.

• ·Proxy materials, 2025 Annual Report, and 2025 Form 10-K available online at www.envisionreports.com/FUNC.
• ·Requests for paper copies must be received by April 27, 2026.
• ·Electronic votes must be received by 1:00 A.M. Eastern Time on May 7, 2026.
• ·Meeting location: First United Operations Center, 12892 Garrett Highway, Oakland, Maryland 21550.

25-03-2026

On March 20, 2026, Rodger R. Schwecke, Chief Operating Officer of Southern California Gas Company (a subsidiary of Sempra), provided notice of his retirement effective August 1, 2026, after more than 44 years of service with the Sempra family of companies. The Form 8-K was filed on March 25, 2026, and signed by Maryam S. Brown, Chief Executive Officer and President. No financial impacts or successor details were disclosed.

• ·No successor named for the COO position.
• ·Registrant details: California incorporation, Commission File Number 1-0140, IRS EIN 95-1240705.

25-03-2026

Capital One Financial Corporation issued Definitive Additional Proxy Materials (DEFA14A) for its 2026 Annual Stockholder Meeting on May 8, 2026, at 10:00 a.m. ET in McLean, Virginia. Key voting items include the election of 13 director nominees, an advisory vote on Named Executive Officer compensation, ratification of Ernst & Young LLP as the independent auditor for 2026, and a stockholder proposal requiring a shareholder vote on golden parachute arrangements. Proxy materials are available online at www.ProxyVote.com, with voting due by May 7, 2026, 11:59 PM ET.

• ·Proxy materials request deadline: April 24, 2026
• ·For Plan shares, vote by May 5, 2026, 11:59 PM ET
• ·Meeting location: Capital One's Campus, 1600 Capital One Drive, McLean, Virginia 22102
• ·In-person voting requires requesting a ballot at the meeting

25-03-2026

Cryptex Digital Market Cap ETF filed an S-1 registration statement with the SEC on March 25, 2026, to register shares under the 1933 Act (File No. 333-294594). As of March 2026, the ETF's underlying index is dominated by Bitcoin (BTC) at 25.83%, Ethereum (ETH) at 13.55%, BNB at 5.14%, XRP at 4.36%, and Solana (SOL) at 2.80%, comprising over 50% of the index. The prospectus emphasizes substantial risks including extreme volatility, regulatory uncertainties, staking penalties, private key losses, and potential illiquidity or manipulation in crypto markets.

• ·Fund defines material change to Index as 10% or more composition shift resulting in Fund change.
• ·Ethereum transitioned to proof-of-stake (The Merge) in September 2022.
• ·Solana staking rewards disinflationary: started ~8% annual inflation, decays 15% yearly to long-term 1.5%; burns 50% of transaction fees.
• ·Fund plans staking program via providers, exposing assets to slashing risks for validator misbehavior or downtime.
• ·Fiscal year end: December 31; State of incorporation: DE; Business address: 30 N. Gould St., Suite R, Sheridan, WY 82801.

25-03-2026

SOBR Safe, Inc. received a Nasdaq deficiency letter on March 19, 2026, notifying failure to satisfy the $1.00 minimum bid price requirement under Listing Rule 5550(a)(2) for 30 consecutive business days. Prior reverse stock splits (1-for-110 on October 2, 2024, and 1-for-10 on April 4, 2025, cumulative 1-for-1100) render the company ineligible for the standard 180-day compliance period. The company intends to appeal to a hearings panel with a compliance plan, staying delisting pending hearing, though success is not assured.

• ·Company's common stock continues to trade on Nasdaq under ticker 'SOBR' with no immediate delisting effect.
• ·Notification does not impact business operations or SEC reporting requirements.
• ·Cumulative reverse stock split ratio over last two years: 1-for-1100, exceeding 1-for-250 threshold for standard compliance period.

25-03-2026

Canadian Pacific Kansas City Limited filed its 2026 Notice of Annual Meeting of Shareholders and 2026 Management Proxy Circular (dated March 10, 2026) with Canadian securities regulatory authorities on March 25, 2026, and attached it as Exhibit 99.1 to this Form 8-K. The company also filed the Notice of Availability of Materials for the 2026 Annual Meeting (Exhibit 99.2) and issued a press release announcing these filings (Exhibit 99.3). This filing satisfies U.S. reporting requirements as a foreign private issuer using domestic forms.

• ·Principal executive offices: 7550 Ogden Dale Road S.E., Calgary, Alberta, Canada, T2C 4X9
• ·Securities registered: Common Shares (CP on NYSE and TSX); Perpetual 4% Consolidated Debenture Stock (CP40 on NYSE, BC87 on London Stock Exchange)

25-03-2026

On March 25, 2026, PacifiCorp completed the sale of $2.5 billion in aggregate principal amount of First Mortgage Bonds across four series: $300 million 4.650% due 2029, $550 million 5.100% due 2031, $800 million 5.450% due 2033, and $850 million 5.800% due 2036. The issuance is governed by the Thirty-Seventh Supplemental Indenture dated March 1, 2026, with The Bank of New York Mellon Trust Company, N.A. as Trustee. This debt financing provides PacifiCorp with long-term capital.

• ·Underwriting Agreement dated March 23, 2026 (Exhibit 1.1).
• ·Thirty-Seventh Supplemental Indenture dated as of March 1, 2026 (Exhibit 4.1).
• ·Opinion of Perkins Coie LLP (Exhibit 5.1).

25-03-2026

Gulf Coast Ultra Deep Royalty Trust reported total assets of $1,083,556 as of December 31, 2025, up 4.6% from $1,036,027 at year-end 2024, with operating cash rising 31% to $20,419 and reserve fund cash increasing 4.2% to $1,063,137. However, the trust corpus deficit widened 63% to ($547,702) from ($336,061), interest income declined 74% to $978, the note payable to HOGA doubled to $416,489, administrative expenses totaled $562,619 (down 37% YoY), and distributable income remained at $0 for the second year. Royalty trust units outstanding were flat at 230,172,696.

• ·Reserve fund liability increased to $1,214,769 as of Dec 31, 2025 from $1,172,088 as of Dec 31, 2024.
• ·Administrative expenses in excess of income improved to ($561,641) in 2025 from ($895,718) in 2024.

25-03-2026

TPG Twin Brook Capital Income Fund (TCAP) reported strong year-to-date performance as of December 31, 2025, outperforming leveraged loans by 410bps and fixed income by 310bps, with inception-to-date total net return of 9.8% for Class I shares and annualized distribution rate of 10.0%. The portfolio remains defensively positioned with 100% first lien senior secured debt, low PIK interest at 1.3% and non-accruals at 0.2% (stable from prior quarter), average loan-to-value of 40%, and interest coverage of 2.4x. While sponsored middle market lending activity was flat in 2025 versus prior year amid competitive pressures on spreads, TCAP originated 55 new loans committing $567M, with weighted average spread stable at 530bps and limited redemptions under 2% per quarter.

• ·TCAP generated nearly $9 billion in gross originations across the TPG Twin Brook platform in 2025.
• ·Lower middle market pricing premium of approximately 20bps versus larger market as of year-end.
• ·TCAP redemptions limited to less than 2% per quarter since inception of redemption program.
• ·Share of private credit fundraising: 41%; Share of LBOs financed in private credit: 85%.

25-03-2026

Marpai, Inc. reported revenue of $18,099 thousand for the year ended December 31, 2025, a 36% decline from $28,173 thousand in 2024, driven by business challenges. While total costs and expenses decreased 37% to $31,652 thousand, resulting in a narrowed operating loss of $13,553 thousand (39% improvement) and net loss of $16,560 thousand (25% reduction), interest expense rose 19% to $3,234 thousand. Net cash used in operating activities improved to $7,453 thousand from $15,158 thousand, with a smaller net decrease in cash of $281 thousand versus $4,260 thousand.

• ·Net loss per share improved to $(0.95) from $(1.92), a 51% reduction.
• ·Cost of revenue declined 30% to $13,319 thousand.
• ·General and administrative expenses decreased 13% to $11,139 thousand.
• ·Sales and marketing expenses fell 38% to $1,091 thousand.
• ·Multiple securities purchase agreements executed throughout 2024 and 2025 for financing.

25-03-2026

The 10-K annual report for Morgan Stanley Bank of America Merrill Lynch Trust 2013-C12 includes Appendix B, which details compliance assertions for servicing criteria under Regulation AB Item 1122(d) by multiple servicers including the Company, CWCAM, CoreLogic, and Midland. Most applicable criteria are marked as performed directly by the servicer or by responsible vendors, while others such as back-up servicer maintenance, certain investor reporting elements, and external enhancements are deemed inapplicable or not performed. No material noncompliance or deficiencies are indicated in the tables.

• ·Servicing criteria timeframes include deposits/postings within 2 business days, reconciliations within 30 calendar days, and resolution of reconciling items within 90 calendar days where applicable.
• ·Multiple criteria related to investor remittances and reporting (e.g., 1122(d)(3)(i)(B)-(D), (ii)-(iv)) are marked as inapplicable or not performed by several servicers.

25-03-2026

Marchex reported Q4 2025 GAAP revenue of $10.8 million, down approximately 9% YoY from $11.9 million, and full-year 2025 revenue of $45.4 million, down 6% YoY from $48.1 million, with net losses widening to $2.3 million in Q4 and $5.2 million for the year. Adjusted EBITDA losses also expanded to $1.2 million in Q4 and $0.7 million for the year, though excluding $1.6 million and $2.6 million in one-time reorganization costs, respectively, they would have been positive at $0.4 million and $1.9 million. The company completed its platform migration for ~1,000 customers, issued positive 2026 guidance including Q1 Adjusted EBITDA of $0.5 million or more and full-year run-rate revenue growth of 10%, and provided an update on the proposed Archenia acquisition (>$17 million 2025 revenue, positive Adjusted EBITDA) anticipated to close in June 2026.

• ·Q1 2026 guidance: revenue at Q4 2025 levels, Adjusted EBITDA $500,000 or more.
• ·Q2 2026 guidance: sequential revenue increase vs Q1, Adjusted EBITDA potentially >$1 million.
• ·Archenia acquisition conditions: audited financials, fairness opinion, disinterested stockholder approval; anticipated closing June 2026.
• ·Adjusted non-GAAP loss per share: Q4 2025 $(0.04) vs $(0.03) Q4 2024; FY 2025 $(0.06) flat vs FY 2024.

25-03-2026

Albemarle Corporation entered into the Third Amendment to its 2022 Credit Agreement on March 19, 2026, extending the maturity date to the later of October 28, 2028 or one year thereafter under certain conditions. The amendment also deletes a 0.10% adjustment for SOFR-based loan interest calculations and reduces the number of allowable maturity date extension requests from two to one. No financial amounts or performance metrics were disclosed.

• ·Previous amendments to the 2022 Credit Agreement occurred on February 9, 2024 and October 31, 2024.
• ·The Third Amendment is filed as Exhibit 10.1.

25-03-2026

Safehold Inc. filed a new automatic shelf registration statement on Form S-3ASR (File No. 333-294583) on March 25, 2026, replacing the prior registration statement (File No. 333-271113) filed on April 4, 2023, which terminated upon effectiveness of the new one. The company also filed prospectus supplements covering the resale of up to 6,105,389 shares and 4,248,435 shares of common stock by certain selling stockholders. Legal opinions from Venable LLP regarding the securities are attached as Exhibits 5.1 and 5.2.

• ·Prior Registration Statement File No. 333-271113 filed April 4, 2023, terminated March 25, 2025
• ·New Registration Statement File No. 333-294583 effective March 25, 2026

25-03-2026

On March 23, 2026, Better Home & Finance Holding Company elected Hugh R. Frater as a director and member of the Board’s audit committee, effective immediately, with the Board confirming his independence under Nasdaq rules. Mr. Frater’s term expires at the 2026 annual stockholder meeting or until his successor is qualified. He will receive compensation per the Company’s Director Compensation Policy, including annual cash and equity retainers of $150,000 each, plus $7,500 each for audit committee service, prorated from commencement.

• ·Cash retainers paid quarterly in arrears; equity retainers vest on business day preceding annual stockholder meeting.
• ·Compensation prorated to reflect Mr. Frater’s service commencement date.
• ·Mr. Frater to enter standard indemnification agreement; no arrangements/understandings for selection, no family relationships, no material interests under Item 404(a) of Regulation S-K.

25-03-2026

On March 19, 2026, the Board of Trustees of Silver Point Specialty Lending Fund dismissed PricewaterhouseCoopers LLP (PwC) as its independent registered public accounting firm effective immediately and appointed KPMG LLP for the fiscal year ending December 31, 2026. The audit reports of PwC on the Fund's financial statements for fiscal years ended December 31, 2025 and 2024 were unqualified, with no disagreements on accounting principles, financial disclosures, auditing scope, or reportable events during those periods or through March 19, 2026. PwC provided a letter dated March 25, 2026, agreeing with the disclosures, filed as Exhibit 16.1.

• ·The Fund provided PwC with a copy of the Form 8-K disclosures prior to filing.
• ·No prior consultations with KPMG on accounting, auditing, or reporting matters.
• ·Fund is an emerging growth company but has not elected extended transition period for new accounting standards.

25-03-2026

North Haven Private Income Fund A LLC sold approximately 224,727 Class I units for an aggregate $4.5 million at $20.04 per unit as of March 1, 2026, pursuant to exempt offerings under Section 4(a)(2) and Regulation D. The Fund declared a regular distribution of $0.1433 per unit and a special distribution of $0.0380 per unit, both payable around April 6, 2026 to unitholders of record as of March 31, 2026. As of February 28, 2026, the portfolio consisted of $739.7 million aggregate par value across 185 companies in 39 industries (99.8% first lien debt), with new commitments of $5.7 million in February, estimated NAV of $319.5 million, and $291.1 million debt outstanding.

• ·99.9% of debt investments at floating rates as of February 28, 2026
• ·Top 10 investments represent 15.2% of total portfolio par/cost, with largest being Deerfield Dakota Holding, LLC at $14.1M (1.9%)
• ·Industry concentration: Software (20.3%), Professional Services (9.0%), Commercial Services & Supplies (8.9%) as of February 28, 2026

25-03-2026

Planet Fitness, Inc. (PLNT) filed its DEF 14A definitive proxy statement on March 25, 2026, for the virtual Annual Meeting of Stockholders on May 5, 2026, at 1:00 p.m. ET. Key items include election of four director nominees to serve until the 2029 annual meeting, ratification of KPMG LLP as independent registered public accounting firm for 2026, and advisory approval of named executive officer compensation. The record date for voting eligibility is March 9, 2026.

• ·Virtual meeting access: www.virtualshareholdermeeting.com/PLNT2026 with 16-digit control number
• ·Proxy materials availability: www.proxyvote.com/PLNT
• ·Investor Relations contact: (603) 750-4674 or investor@planetfitness.com
• ·Company address: 4 Liberty Lane West, Hampton, NH 03842

25-03-2026

New Found Gold Corp. filed its Form 40-F Annual Report for the fiscal year ended December 31, 2025, disclosing 342,329,665 common shares outstanding and emerging growth company status. Key highlights include ongoing exploration at the Queensway Gold Project and the acquisition of Maritime Resources Corp. on November 13, 2025, incorporating the Hammerdown Gold Project and Point Rousse Project; however, the company notes reliance on future financing and inherent exploration risks with no production history. Audited financial statements, MD&A, and Annual Information Form are filed as exhibits.

• ·Acquisition of Maritime Resources Corp. completed on November 13, 2025.
• ·Company headquartered in Vancouver, British Columbia, Canada, with projects primarily in Newfoundland and Labrador (CA-NL).
• ·Disclosure controls evaluation excludes Maritime Resources Corp. due to recent acquisition.
• ·No history of mineral production; focused on exploration and evaluation.

25-03-2026

Lifeward Ltd. executed a First Amendment to its January 12, 2026 Share Purchase Agreement with Oramed Pharmaceuticals Inc. to acquire Oratech, assigning rights from Oratech Pharma, Inc. (Nevada corporation) to Oratech Ltd. (Israeli company) and updating share definitions and capital structure. The amendment specifies that Oratech Ltd. has authorized capital of 1,000 Company Ordinary Shares, all issued and outstanding with none in treasury. This procedural update supports the completion of the acquisition as disclosed in the 8-K filing.

• ·Original Share Purchase Agreement dated January 12, 2026
• ·Amendment governed by laws of the State of Delaware
• ·8-K Items: 2.01, 3.02, 5.02, 9.01; Filing Date: March 25, 2026

25-03-2026

New Fortress Energy Inc. filed a Certificate of Elimination to remove all references to its 4.8% Series A Convertible Preferred Stock (96,746 authorized shares, filed March 20, 2024) and 4.8% Series B Convertible Preferred Stock (96,746 authorized shares, filed October 1, 2024) from its Certificate of Incorporation, as none are outstanding and none will be issued. The Board adopted resolutions on March 11, 2026, to effect this change under Section 151(g) of the Delaware General Corporation Law. The certificate was executed by CFO Christopher S. Guinta on March 25, 2026.

• ·Series A Certificate of Designations filed with Delaware Secretary of State on March 20, 2024.
• ·Series B Certificate of Designations filed with Delaware Secretary of State on October 1, 2024.
• ·Board resolutions adopted on March 11, 2026.

25-03-2026

bioAffinity Technologies, Inc. announced on March 25, 2026, via press release (Exhibit 99.1) that it will host a live virtual physician roundtable featuring pulmonologists discussing the use of CyPath® Lung in clinical practice for lung cancer risk assessment, pulmonary nodule management, and surveillance of lung cancer survivors post-treatment. This event promotes the product's integration into a comprehensive lung cancer care approach. No financial metrics or performance data were reported.

25-03-2026

Lafayette Digital Acquisition Corp. I (ZKP), a SPAC formed on August 5, 2025, reported total assets of $188,624 as of December 31, 2025, consisting entirely of deferred offering costs. Liabilities totaled $221,697, including $135,369 in related-party promissory notes and $86,328 in accrued offering costs, resulting in a shareholders' deficit of $33,073. The company recorded a net loss of $58,073 from formation and administrative costs, with zero cash on hand and 9,583,333 Class B ordinary shares issued to the sponsor for $25,000.

• ·Basic and diluted net loss per Class B ordinary share: $(0.01)
• ·Non-cash deferred offering costs paid by Sponsor: $25,000
• ·Non-cash deferred offering costs through promissory note: $77,296

25-03-2026

North Haven Private Income Fund LLC sold approximately 1,505,645 Class S units for an aggregate $27.70 million at $18.40 per unit as of March 1, 2026, pursuant to unregistered sales exempt under Section 4(a)(2) and Regulation D. The Fund declared a regular distribution of $0.1250 per unit and a special distribution of $0.0213 per unit, payable around April 6, 2026 to holders of record as of March 31, 2026. As of February 28, 2026, the portfolio had an aggregate par value of $7,484.4 million across 310 companies in 44 industries (97.1% first lien debt), with estimated NAV of $3,406.0 million and $3,254.0 million debt outstanding; new commitments in February totaled $13.0 million, all in private senior secured loans.

• ·Portfolio 99.9% floating rate debt investments based on par value as of February 28, 2026.
• ·Top industries: Software (22.0%, $1,646.6M), Insurance Services (9.4%, $699.5M), Commercial Services & Supplies (7.7%, $577.2M).

25-03-2026

Jefferies Credit Partners BDC Inc. sold 734,811.134 unregistered Class I common shares and 6,095.445 Class S common shares at a NAV of $14.43701 per share (as of February 28, 2026), raising $10,608,475.60 and $88,000.00 respectively from third-party investors, exempt under Section 4(a)(2), Regulation D, and/or Regulation S. On March 19, 2026, the board appointed Ryan Schindele as permanent Chief Financial Officer, following his role as Interim CFO since September 30, 2025.

• ·Share sales based on NAV as of February 28, 2026, with final number of shares determined on March 20, 2026
• ·Ryan Schindele served as Interim CFO since September 30, 2025; no family relationships, arrangements, or reportable transactions under Item 404(a) of Regulation S-K

25-03-2026

Saba Capital Income & Opportunities Fund (NYSE: BRW) and Saba Capital Income & Opportunities Fund II (NYSE: SABA) announced the termination of their previously approved reorganization on March 24, 2026, due to current market conditions, with each fund's Board following management's recommendation and plans to reevaluate alternatives in the future. No financial impacts or metrics were disclosed. The previously approved share repurchase programs for both funds will continue in effect.

25-03-2026

Apollo Infrastructure Co LLC filed a Form 8-K on March 25, 2026, 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. This is a multi-item filing with no specific transaction details, dollar values, share counts, or financial impacts provided. No positive or negative metrics are quantified in the available information.