S&P 500 Consumer Discretionary Sector SEC Filings — April 23, 2026

23-04-2026

This 10-K/A filing for Canadian Pacific Kansas City Ltd (CP) details director skills and qualifications across multiple areas including senior executive leadership, financial expertise, transportation industry knowledge, and safety/climate expertise. In the 2025 STIP scorecard, the company met its operating ratio target at 60.4% (100% score) and exceeded safety targets with FRA Train Accident Frequency at 0.85 (200% score) and FRA Personal Injury Frequency at 0.92 (200% score), but missed the operating income target with $6,112 million actual vs. $6,216 million target (73% score), yielding a 121% corporate performance factor for NEOs.

• ·Director skills include senior executive leadership, accounting & financial literacy/expertise, environment/health/safety and climate expertise, executive compensation/human resources, transportation industry knowledge, governance, government/regulatory affairs and legal, risk management, sales & marketing, strategic oversight, investment management, and information technology.
• ·President and Chief Executive Officer appointed January 31, 2017.
• ·STIP targets adjusted for 2025 due to foreign exchange rates and 2024 regulatory changes, leading to slight YoY increase in operating ratio targets.

23-04-2026

Webster Financial Corporation entered into a transaction agreement on February 3, 2026, with its subsidiary Webster Virginia Corporation and Banco Santander, S.A., for Santander to acquire all outstanding Webster common stock via a reincorporation merger followed by a statutory share exchange, offering 2.0548 Santander ADSs and $48.75 cash per share, valued at $75.63 per Webster share (16% premium to 10-day VWAP as of February 2, 2026). Updated values as of April 17, 2026, show $75.52-$75.22 per share. The Webster board unanimously recommends approval at the special meeting on May 26, 2026, with post-transaction Webster stockholders owning approximately 2.2% of Santander.

• ·Special meeting of Webster common stockholders held virtually on May 26, 2026 at 9 a.m. Eastern Time.
• ·Holders of Webster preferred stock are not entitled to vote at the special meeting.
• ·Santander ordinary shares trade under ticker SAN on Spanish Stock Exchanges, BNC/SAN on London/Warsaw, SANN on Mexico; Santander ADSs under SAN on NYSE; Webster common stock under WBS on NYSE.
• ·Transaction conditions include satisfaction or waiver of terms in the transaction agreement (Annex A).

23-04-2026

OPAL Fuels Inc. has issued a proxy statement for its 2026 Annual Meeting of Stockholders, to be held virtually on June 17, 2026, at 10:30 am ET, where shareholders will vote on the election of eight directors and the ratification of BDO USA, P.C. as independent registered public accounting firm for the fiscal year ending December 31, 2026. The record date is April 22, 2026, with 30,357,544 shares of Class A common stock (1 vote each), 121,500,000 shares of Class B common stock (1 vote each), and 22,899,037 shares of Class D common stock (5 votes each) outstanding, totaling approximately 266,352,729 votes. No financial performance metrics or period-over-period comparisons are provided in the filing.

• ·Voting methods: by mail, telephone (until June 16, 2026, 11:59 PM ET), internet (until June 16, 2026, 11:59 PM ET), or during virtual meeting.
• ·Proposal 1 (director election) requires plurality vote; Proposal 2 (auditor ratification) requires majority of voting power present.
• ·Proxy materials available at https://www.cstproxy.com/opalfuels/2026.
• ·Fiscal year reference: ended December 31, 2025; auditor for year ending December 31, 2026.

23-04-2026

Forefront Tech Holdings Acquisition Corp, a Cayman Islands blank check company (SPAC) focused on technology sector targets like blockchain-enabled AI, digital trade identities, and robotics, filed Amendment No. 1 to its S-1 registration statement for a $100,000,000 IPO of 10,000,000 units at $10.00 each, consisting of one Class A ordinary share and one-half redeemable warrant (exercisable at $11.50 post-business combination). The sponsor committed to private placement units totaling $3,700,000 alongside the offering, while holding 3,833,333 Class B founder shares purchased for $25,000, which may cause substantial dilution to public shareholders upon conversion.

• ·Warrants exercisable 30 days after initial business combination at $11.50 per share, expiring 5 years post-combination.
• ·Public shareholders have redemption rights at trust account value per share upon business combination, with 15% aggregate redemption limit for groups without consent.
• ·Class B shares convert to Class A on 1:1 basis (adjustable for anti-dilution), targeting ~25% ownership for initial shareholders post-IPO and combination.
• ·Founder shares issued November 18, 2025 to Next Lion Limited, transferred to sponsor December 10, 2025.

23-04-2026

Amalgamated Financial Corp. reported strong Q1 2026 results with net revenue of $93.4 million, up 9.7% QoQ from $85.2 million, net interest margin expanding 9 basis points to 3.75%, on-balance sheet deposits growing $228.9 million or 2.9% to $8.2 billion, and net loans increasing $65.5 million or 1.3% to $5.0 billion. However, net income declined $1.4 million or 5.3% QoQ to $25.2 million, driven by provision expense rising to $13.5 million including a $9.2 million reserve for a single multifamily borrower, with nonperforming assets surging to $99.3 million or 1.08% of assets from $28.7 million. Core net income fell sharply to $24.1 million from $30.0 million.

• ·Multifamily and commercial real estate loan portfolios totaled $2.2 billion with concentration of 232% to total risk-based capital.
• ·Off-balance sheet deposits increased $71.9 million or 6.8% to $1.1 billion.
• ·Political deposits increased $132.9 million or 7.7% to $1.9 billion.
• ·Repurchased approximately 80,000 shares with $8.4 million remaining capacity under repurchase program.
• ·Tangible book value per share increased 1.6% to $26.59.
• ·Conference call held April 23, 2026 at 11:00 am ET.

23-04-2026

First Citizens BancShares reported Q1 2026 net income of $534 million, down $46 million or 8% from $580 million in Q4 2025, with adjusted net income declining more sharply to $560 million from $648 million. While deposits grew strongly 5.7% to $170.84 billion and loans increased 0.5% to $148.69 billion, net interest income fell $101 million to $1.62 billion and NIM compressed 11 basis points to 3.09%. The company returned $900 million to shareholders via repurchases and prepaid $2.50 billion of the Purchase Money Note, with capital ratios remaining strong above regulatory requirements.

• ·Nonaccrual loans increased to $1.43 billion (0.96% of loans) from $1.31 billion (0.88%) at Dec 31, 2025.
• ·Allowance for loan and lease losses $1.56 billion (1.05% of loans) at Mar 31, 2026, slightly down from 1.06%.
• ·Capital ratios: Total risk-based 13.51%, CET1 10.83%; issued $400 million Series E preferred stock.
• ·Purchase Money Note declined to $30.91 billion from $35.85 billion at Sep 30, 2025.
• ·Remaining capacity under 2025 Share Repurchase Plan: $1.91 billion.

23-04-2026

Altisource reported Q1 2026 Service revenue of $45.1 million, up 10% YoY from $40.9 million, driven by 71% growth in the Origination segment and sales wins, while pretax income improved to $0.4 million from a $4.5 million loss and cash from operations swung to $4.5 million from a $5.0 million use. However, Adjusted EBITDA fell 15% to $4.4 million with a margin decline to 10% from 13%, gross profit dipped 2% to $13.1 million, and income from operations dropped 47% to $1.7 million. Hubzu inventory more than tripled to 17,200 homes since September 2025, positioning the Servicer and Real Estate segment strongly.

• ·Weighted average sales pipeline of $25.7 million to $32.1 million potential estimated annual revenue on stabilized basis as of Q1 2026 end.
• ·Industrywide foreclosure initiations 5% higher YoY for two months ended Feb 28, 2026 but 14% below pre-COVID levels.
• ·Industrywide foreclosure sales 27% higher YoY for two months ended Feb 28, 2026 but 42% below pre-COVID levels.
• ·Q1 2026 diluted loss per share of $(0.06), improved from $(0.74) in Q1 2025; Adjusted diluted EPS of $0.19.

23-04-2026

Helen of Troy Ltd reported FY2026 total net sales revenue of $1,786,290 thousand, down 6.4% YoY from $1,907,665 thousand, driven by organic declines of 12.2% partially offset by 5.6% from acquisitions and 0.3% foreign currency; Home & Outdoor fell 8.1% to $832,870 thousand while Beauty & Wellness declined 4.8% to $953,420 thousand. Gross profit dropped 10.8% to $815,694 thousand amid higher COGS margin, SG&A rose slightly 0.5%, and massive $885,861 thousand asset impairments led to an operating loss of $782,081 thousand and net loss of $898,982 thousand versus prior year's operating income of $142,748 thousand and net income of $123,751 thousand. Adjusted non-GAAP operating income was $148,567 thousand (8.3% margin), down from $252,311 thousand (13.2%), with adjusted EPS of $3.55 versus $7.17.

• ·Organic sales decline: Home & Outdoor -8.6%, Beauty & Wellness -15.6%.
• ·Asset impairments: Home & Outdoor $332,565 thousand (39.9% of sales), Beauty & Wellness $553,296 thousand (58.0%).
• ·Financial covenants: Minimum Interest Coverage 3.00x, Maximum Leverage 4.50x.
• ·GAAP diluted EPS FY2026: $(39.08), FY2025: $5.37; adjusted non-GAAP: $3.55 vs $7.17.
• ·Restructuring charges down 79.7% to $3,005 thousand.

23-04-2026

Bread Financial reported strong Q1 2026 financial results, with net income of $181 million (+32% YoY from $138 million), revenue up 5% to $1,018 million, and credit sales increasing 7% to $6.5 billion. End-of-period loans grew 2% YoY to $18.1 billion while average loans rose modestly 1% to $18.3 billion; credit metrics improved with delinquency rate down 34 bps to 5.59% and net loss rate down 83 bps to 7.33%, though provision for credit losses increased 2% to $303 million. The company repurchased 3.5 million shares (including 2.0 million for $150 million) and increased its repurchase authorization by $600 million to $690 million, maintaining CET1 ratio at 13.3%.

• ·Launched new credit card relationships with Ford and Ethan Allen; expanded Bread Pay with AAA, Dell, Ford, and Academy Sports.
• ·2026 full-year outlook: average loan growth low single digits; total revenue growth low single digits; net loss rate 7.2%-7.4%; effective tax rate 25%-27%.
• ·Repurchased $50 million subordinated debt, $350 million principal outstanding.
• ·Reserve rate improved 73 bps YoY to 11.46%.
• ·Direct-to-consumer deposits averaged 48% of total funding (up from 43% YoY).

23-04-2026

Burke & Herbert Financial Services Corp. reported Q1 2026 net income applicable to common shares of $27.1 million ($1.79 diluted EPS), down from $30.0 million ($1.98 EPS) in Q4 2025, while adjusted operating net income was $28.2 million ($1.87 EPS); loans grew modestly to $5.4 billion but deposits declined to $6.3 billion, with net interest income falling to $71.8 million and NIM contracting slightly to 4.09%. The board declared a $0.55 per share dividend payable June 1, 2026, asset quality remained solid with provision expense of $213 thousand, and the company received regulatory approval for its merger with LINKBANCORP Inc., expected to close May 1, 2026. Strong capital ratios (CET1 13.8%) and liquidity ($4.8 billion) position the balance sheet well, delivering ROA of 1.39% and ROE of 12.62%.

• ·New loan originations: $132.0 million in Q1 2026.
• ·Core deposits decreased $10.7 million QoQ, excluding $61.0 million drop in brokered deposits.
• ·Provision expense: $213.0 thousand on loans, recapture of $201.0 thousand on unfunded commitments.
• ·Accretion income on loans: $6.8 million Q1 2026 vs. $8.7 million Q4 2025.
• ·Bank subsidiary ratios: CET1 15.2%, Total RBC 16.3%, Leverage 12.0% (estimated Q1 2026).

23-04-2026

On April 22, 2026, the Board of Directors of Netflix, Inc. authorized an additional $25 billion share repurchase program for the company's common stock, with no expiration date, adding to the December 2024 authorization under which approximately $6.8 billion remained available as of March 31, 2026. Repurchases may be conducted via open market transactions compliant with Rule 10b-18, including Rule 10b5-1 trading plans, or other methods, though the company is not obligated to repurchase any specific shares and may discontinue at any time depending on market conditions and other factors.

• ·Repurchases may be effected through open market repurchases, privately-negotiated transactions, accelerated stock repurchase plans, block purchases, or other techniques.
• ·Timing and actual number of shares repurchased will depend on stock price, economic conditions, business factors, and alternative investment opportunities.

23-04-2026

Tesla's Q1 2026 total revenues rose 16% YoY to $22,387 million, fueled by 20% growth in automotive sales to $15,473 million and 42% increase in services to $3,745 million, while gross profit surged 50% to $4,720 million and net income attributable to common stockholders increased 16% to $477 million. However, automotive regulatory credits declined 36% to $380 million, energy generation and storage revenues fell 12% to $2,408 million, automotive leasing dropped 15% to $381 million, and other comprehensive loss was $27 million versus income of $246 million prior year. Operating cash flow strengthened to $3,937 million, but investing cash outflow widened to $5,023 million including a $2,002 million SpaceX equity investment.

• ·Inventory increased 16% QoQ to $14,434 million as of March 31, 2026.
• ·Digital assets decreased to $786 million from $1,008 million QoQ.
• ·Net cash used in investing activities was $5,023 million, up from $1,651 million YoY.
• ·Stock-based compensation expense was $1,093 million in Q1 2026 vs. $662 million in Q1 2025.
• ·Diluted EPS was $0.13 in Q1 2026 vs. $0.12 in Q1 2025.

23-04-2026

Kingsoft Cloud Holdings Ltd's 20-F annual report defines key terms such as 'Premium Customer' and 'Public Cloud Service Premium Customer' as those generating over RMB700,000 in annual revenues. The report highlights risks including dependence on Kingsoft Group and Xiaomi Group for revenues and borrowings, potential limitations on PRC subsidiary dividends, and challenges in acquisition due diligence. A taxation scenario illustrates that hypothetical pre-tax earnings of 100% result in 67.5% net distribution to shareholders after 25% statutory tax and 10% withholding tax.

• ·Net dollar retention rate for Public Cloud Service Premium Customers calculated as revenues from prior-year premium customers in current period divided by revenues from all premium customers in prior period.
• ·Risk of material adverse effect from limitations on PRC subsidiaries' ability to pay dividends (details on page 54).

23-04-2026

Thermo Fisher Scientific reported first quarter 2026 revenue of $11.01 billion, up 6% YoY from $10.36 billion, with organic growth of only 1% (3% acquisitions, 2% currency) and strong performance in Life Sciences Solutions (+13%) and Laboratory Products (+7%). GAAP diluted EPS grew 11% to $4.43 and adjusted EPS increased 6% to $5.44, but adjusted operating margin dipped slightly to 21.8% from 21.9%, Analytical Instruments revenue was flat (-0.1%) with segment income down 11%, and Specialty Diagnostics revenue declined 0.5%. The company completed the acquisition of Clario, repurchased $3.0 billion in stock, and raised its dividend by 10%.

• ·Acquisitions contributed 3% to revenue growth.
• ·Currency translation contributed 2% to revenue growth.
• ·Goodwill increased to $55,187 million from $49,362 million due to Clario acquisition.
• ·Net cash provided by operating activities $1,192 million, up from $723 million.

23-04-2026

CVB Financial Corp reported Q1 2026 net earnings of $51.0 million, nearly flat YoY from $51.1 million but down 7.4% QoQ from $55.0 million amid a $3.0 million provision for credit losses versus prior recaptures. Net interest income rose 6.7% YoY to $117.8 million with NIM expanding 13 bps to 3.44%, though NII fell 3.9% and NIM contracted 5 bps QoQ; average loans grew 1.3% QoQ and 1.9% YoY while deposits increased 2.4% YoY on average. The company completed its largest-ever acquisition of Heritage Commerce Corp on April 17, 2026, with results excluded from Q1.

• ·Pretax pre-provision income grew 6% YoY by $4.0 million.
• ·Noninterest-bearing deposits averaged 57.76% of total deposits, down from 59.01% YoY.
• ·196 consecutive quarters (49 years) of profitability and 146 consecutive quarters of cash dividends.
• ·Acquisition-related expenses of $1.1 million in Q1 2026.

23-04-2026

Caris Life Sciences, Inc. (CAI) filed a DEFA14A Definitive Additional Proxy Statement with the SEC on April 23, 2026, marked as Definitive Additional Materials for proxy solicitation under Section 14(a) of the Securities Exchange Act of 1934. The filing was made by the registrant with no fee required. No specific proposals, financial data, or voting matters are detailed in the provided filing header.

23-04-2026

Farmers & Merchants Bancorp released an investor presentation on April 22, 2026, providing updates on its financial position, business, and operations for use in investor communications and conferences. The presentation is furnished as Exhibit 99.1 under Item 7.01 and is not deemed 'filed' for purposes of the Exchange Act. No specific financial metrics, positive or negative performances, or period comparisons are detailed in the filing.

23-04-2026

On April 22, 2026, the Board of Monroe Capital Enhanced Corporate Lending Fund declared a $0.20 per share cash dividend for Class I Shares, payable on or about May 22, 2026 to shareholders of record on April 30, 2026. As of March 31, 2026, the Fund reported NAV per Class I Share of $25.74, total NAV of $103.5M, investments in 38 portfolio companies at $211.6M fair value (94.1% senior secured loans, 100% floating rate debt), weighted-average EBITDA of $22.9M, and LTV of 35.1%, with debt-to-equity at 1.10x. However, the ongoing $1.0B public offering has raised only $2.4M in 94,557 Class I Shares, while private placements to affiliates contributed $100.0M.

• ·No Class S or Class D Shares outstanding as of March 31, 2026.
• ·Top industry exposures: Services: Business (25.0%), Healthcare & Pharmaceuticals (16.6%), High Tech Industries (15.9%).

23-04-2026

Packaging Corporation of America reported Q1 2026 net sales of $2.4 billion, up 10.6% from $2.1 billion in Q1 2025, driven by the Greif acquisition (boosting total corrugated shipments 19.9% YoY) and 1.2% higher legacy corrugated shipments, with record shipments per day in legacy operations. Excluding special items, diluted EPS increased to $2.40 from $2.31 (up 3.9%), supported by favorable prices/mix (+$0.17), lower fiber costs (+$0.11), and lower maintenance (+$0.09), while EBITDA excluding specials rose to $485.5 million from $421.1 million; however, reported EPS declined to $1.91 from $2.26 due to $59.6 million in special charges (primarily $53.3 million Wallula restructuring), Packaging reported operating income fell to $260.3 million from $278.1 million, and Paper operating income dipped 7.6% to $32.9 million from $35.6 million.

• ·Q2 2026 earnings guidance: $2.33 per share excluding special items.
• ·Containerboard inventory down 39,000 tons from Q4 2025 but up 48,000 tons from Q1 2025.
• ·Acquired Greif operations generated a $0.06 per share loss in Q1 2026.
• ·Earnings conference call: April 23, 2026 at 9:00am ET.

23-04-2026

BridgeBio Oncology Therapeutics, Inc. (BBOT) announced the appointment of Pedro J. Beltran, PhD, as Chief Executive Officer, Idan Elmelech as Chief Operating Officer, and Neil Kumar, PhD, as Executive Chairman, effective April 20, 2026. Former CEO Eli Wallace, PhD, will transition to Senior Adviser. The changes are positioned to support BBOT's clinical-stage assets entering Phase 1b expansions and combinations in RAS and PI3Kα malignancies.

• ·Announcement date: April 22, 2026
• ·Filing date: April 23, 2026
• ·Dr. Beltran joined BridgeBio Pharma in 2020, became CSO of BBOT in July 2023; prior roles at UNITY Biotechnology and Amgen
• ·BBOT focused on RAS-pathway malignancies with three clinical assets advancing to Phase 1b expansions

23-04-2026

Capital One Financial Corporation filed an 8-K on April 23, 2026, to accompany a Resale Prospectus Supplement enabling selling security holders to offer and sell up to 10,345,906 shares of its common stock ($0.01 par value per share). These shares were issued as consideration for the company's acquisition of Brex Inc., which closed on April 7, 2026. The filing includes exhibits consisting of a legal opinion and consent from Wachtell, Lipton, Rosen & Katz.

• ·Resale Prospectus Supplement dated April 23, 2026, part of Form S-3 (File No. 333-277813)
• ·Securities registered include depositary shares for Series I, J, K, L, N Preferred Stock and 1.650% Senior Notes Due 2029

23-04-2026

Lockheed Martin reported first quarter 2026 sales of $18,021 million, up slightly 0.3% YoY from $17,963 million, but net earnings declined 13% to $1,488 million ($6.44 per share) from $1,712 million ($7.28 per share), with cash from operations dropping sharply to $220 million from $1,409 million and free cash flow turning negative at $(291) million from $955 million. While Missiles and Fire Control sales grew 8% and Space 7%, Aeronautics sales fell 1% and Rotary and Mission Systems 8%, contributing to total business segment operating profit declining 13% to $1,823 million. The company signed multiyear framework agreements to boost munitions production and reaffirmed 2026 guidance for ~5% sales growth to $77,500-$80,000 million and free cash flow of $6,500-$6,800 million.

• ·Q1 2026 business segment operating profit of $1,823 million, down 13% YoY from $2,085 million.
• ·Q1 2026 consolidated operating profit of $2,063 million, down from $2,372 million YoY.
• ·Aeronautics operating margin 8.9% vs 10.2% YoY; Space operating margin 8.2% vs 11.8% YoY.
• ·Q1 2026 independent research and development spend of $458 million.
• ·Effective tax rate 16.1% in Q1 2026 vs 15.9% in Q1 2025.

23-04-2026

Fluor Corporation completed the sale of its remaining 40 million shares of NuScale Power Corporation, generating gross proceeds of $473 million. The company had made a total investment of $570 million in NuScale and has generated approximately $2.43 billion in open market sales since September of 2025. No declines or flat performance were reported in this divestiture announcement.

• ·Event reported date: April 23, 2026
• ·Open market sales period: since September 2025

23-04-2026

Chicago Atlantic Real Estate Finance, Inc. (REFI) has issued a proxy statement for its 2026 Annual Meeting on June 11, 2026, at 10:00 a.m. Central Time in Chicago, IL, where stockholders will vote to elect five directors (noted as seven in the shareholder letter) and ratify BDO USA, P.C. as the independent registered public accounting firm for the fiscal year ending December 31, 2026. The record date is April 2, 2026, with 21,207,228 shares of common stock outstanding, requiring a quorum of 10,603,614 shares; the Board unanimously recommends voting FOR both proposals. No financial performance metrics or period comparisons are provided in the filing.

• ·Voting methods: internet at www.proxyvote.com, telephone at 1-800-690-6903, or mail proxy card.
• ·Proxy materials and Form 10-K available at https://investors.refi.reit/financial-information/sec-filings.
• ·Director election requires plurality vote; auditor ratification requires majority of votes cast.
• ·Broker non-votes have no effect on proposals; brokers can vote on auditor ratification but not director election.

23-04-2026

SELLAS Life Sciences Group, Inc. issued a DEF 14A proxy statement dated April 23, 2026, for its 2026 Annual Meeting of Stockholders to be held virtually on June 16, 2026, at 8:30 a.m. ET. Proposals include electing two Class I directors for a three-year term, ratifying Baker Tilly US, LLP as independent auditors for the fiscal year ending December 31, 2026, approving an amendment to increase shares under the 2023 Equity Plan by 20,000,000, advisory approval of named executive officer compensation, and authorizing adjournment if needed. As of the record date April 21, 2026, 184,532,574 shares of common stock were outstanding, requiring a quorum of 92,266,288 shares.

• ·Meeting held exclusively online via live webcast at www.virtualshareholdermeeting.com/SLS2026; no physical location.
• ·Stockholders of record as of April 21, 2026 entitled to vote; one vote per share of common stock.
• ·Proxy materials and 2026 Annual Report (Form 10-K for year ended December 31, 2025) available at www.proxyvote.com.
• ·List of stockholders available for inspection 10 days prior to meeting at company headquarters and during virtual meeting.

23-04-2026

On April 23, 2026, Dragonfly Energy Holdings Corp. announced it received an allowance from the Japan Patent Office for its patent application titled 'Powderized Solid-State Electrolyte and Electroactive Materials,' marking the company's first patent allowance in Japan. The patent covers innovations in powderized solid-state electrolyte and electroactive materials, core to the company's solid-state battery development and dry electrode manufacturing platform. These materials are designed to enable scalable, solvent-free electrode production, improving safety, energy density, and manufacturing efficiency.

• ·Filing Type: 8-K, Item 8.01 Other Events
• ·Securities: Common Stock (DFLI), Redeemable Warrants (DFLIW) on Nasdaq Capital Market
• ·Emerging growth company status confirmed

23-04-2026

Union Pacific reported first quarter 2026 net income of $1.7 billion, up 5% YoY from $1.6 billion, with diluted EPS of $2.87, up 6% YoY, and adjusted operating ratio improving 80 basis points to 59.9%. Operating revenue grew 3% to $6.2 billion, driven by 4% higher freight revenue, though total revenue carloads declined 1% and other revenues fell 4%. Operational metrics showed strong gains including 9% higher freight car velocity and 11% lower terminal dwell, but segments like intermodal (-6% revenue, -9% carloads) and premium (-5% revenue, -9% carloads) declined.

• ·2026 outlook affirmed with mid-single digit EPS growth, OR improvement, and $3.3 billion capital plan.
• ·Cash and equivalents decreased to $735 million at March 31, 2026 from $1,266 million at Dec 31, 2025.
• ·Merger costs of $36 million impacted reported EPS by $0.06.

23-04-2026

SageGuard Financial Group, LLC filed its 13F-HR on April 23, 2026, disclosing total holdings of $646,253,841 across 196 positions as of March 31, 2026. The portfolio includes diversified equity and ETF positions with top holdings in Apple Inc. ($36,231,455), NVIDIA Corporation ($22,247,097), Amazon.com Inc. ($19,495,290), and Microsoft Corp. ($18,602,040). No period-over-period changes are detailed in the filing.

• ·Report period end date: March 31, 2026
• ·Filing CIK: 0001861378

23-04-2026

Axos Bank, a subsidiary of Axos Financial, Inc., entered into a Purchase and Assumption Agreement with Capital One, National Association on April 22, 2026, to acquire the IRA custodial business, including traditional and Roth IRA accounts (excluding Closed Accounts and Excluded Accounts), related Acquired Assets, and Assumed Liabilities such as Deposits in CD and Savings Accounts. The transaction includes a Deposit Premium Amount (redacted) based on aggregate Deposit balances as of Closing and requires Regulatory Approvals, including from the OCC under the Bank Merger Act. No specific quantitative portfolio sizes or values were disclosed.

• ·Cut-Off Date: seven (7) days prior to Closing Date
• ·Opt-Out Date: specified in Transfer Communication for account holder objections
• ·Closing effective at 12:01 a.m. Eastern time on Closing Date
• ·Knowledge defined by specific individuals for Seller (Rich Finn, David Roberts) and Purchaser (Greg Garrabrants, Derrick Walsh, Johnny Lai)

23-04-2026

Westrock Coffee Company's DEF 14A proxy statement details the 2026 Annual Meeting on June 5, 2026 (virtual at www.virtualshareholdermeeting.com/WEST2026), proposing the election of four Class I directors (Mark A. Edmunds, Joe T. Ford, Kenneth M. Parent, Oluwatoyin Umesiri) and ratification of PricewaterhouseCoopers LLP as auditors for FY 2026. The company emphasizes strong governance with 8 of 10 independent directors, separate Chairman and CEO roles, independent committees, and a phase-out of the classified board by 2028; no material weaknesses or controversies noted. As of the April 6, 2026 record date, 97,557,962 common shares and 23,510,527 Series A Convertible Preferred Stock shares (convertible 1:1 to common) were outstanding.

• ·Voting: Common and Series A Preferred Stock vote together as single class (1 vote per share); Preferred convertible 1:1 to common
• ·Board recommendations: FOR all four director nominees and FOR auditor ratification
• ·Governance: Independent Lead Director; Non-management directors meet regularly without management; No perquisites or post-retirement benefits for directors
• ·Proxy materials available at https://investors.westrockcoffee.com and www.proxyvote.com; Notice mailed April 23, 2026

23-04-2026

Esquire Financial Holdings reported Q1 2026 net income of $12.2 million, up 7.0% YoY from $11.4 million, despite $1.7 million in elevated pretax noninterest expenses including $1.3 million merger costs for Signature Bancorporation and $398 thousand stock compensation charge, leading to declines in ROA to 2.10% from 2.39% and ROE to 16.82% from 19.13%. Total revenue grew 19.8% YoY to $40.5 million driven by 23.2% higher net interest income and resilient 6.04% NIM, with loans reaching $1.82 billion (up $56.7 million QoQ) and deposits $2.10 billion (up $39.6 million QoQ), though efficiency ratio worsened to 51.1% from 49.6%. The company increased its quarterly dividend 14% to $0.20 per share and made strong progress on the Signature acquisition.

• ·Allowance for credit losses to loans ratio of 1.30% (down from 1.37% YoY)
• ·Provision for credit losses $2.7 million (up $1.2 million YoY)
• ·Nonperforming loan to total assets ratio of 0.03%
• ·CET1 ratio 14.25%; TCE/TA ratio 12.44%
• ·Payment processing transactions 137.3 million (flat YoY detail not specified)

23-04-2026

Oregon Pacific Wealth Management, LLC filed its 13F-HR report disclosing 125 equity holdings totaling $95,849,214 as of March 31, 2026. The portfolio features significant allocations to ETFs such as Astoria US Quality (value $8,556,048), SPDR S&P 500 ($6,781,947), and iShares Core MSCI Emerging Markets ($4,061,891), alongside stocks including Alphabet Inc., Amazon.com Inc., Apple Inc., and Microsoft Corp. No period-over-period changes or performance metrics are provided in this point-in-time holdings snapshot.

• ·Filing date: April 23, 2026
• ·Report period end: March 31, 2026
• ·Business address: 3250 Hillcrest Park Drive, Suite 102, Medford, OR 97539-0076
• ·Phone: 541-858-0166
• ·Predominantly SOLE ownership; includes minor DFND and OTR positions

23-04-2026

Dupree Financial Group, LLC filed its 13F-HR report on April 23, 2026, disclosing equity holdings totaling $248,459,501 as of March 31, 2026, across 108 positions. Top holdings include Verizon Communications Inc at $14,491,921, BP PLC at $14,027,721, AGNC Investment Corp at $13,936,420, Enbridge Inc at $13,543,314, and Everest Group Ltd at $11,464,249. The filing provides a snapshot of the firm's portfolio with no period-over-period changes reported.

• ·Filing submitted from Lexington, KY
• ·SEC file number: 028-23564
• ·Investment advisor ID: 801-71497

23-04-2026

Cass Information Systems reported Q1 2026 net income of $8.8 million and diluted EPS of $0.67, with adjusted EPS rising 26.9% YoY to $0.66 amid net interest margin expansion to 3.95% from 3.75% and facility dollar volumes up 7.4% YoY. However, processing fees declined 4.5% YoY due to lower transportation (-3.1%) and facility (-4.4%) invoice volumes, while personnel expenses remained flat. Management highlighted ongoing efficiency initiatives, strong asset quality with non-performing loans down 55.1%, and a quarterly dividend of $0.32 per share.

• ·Repurchased 64,802 shares at weighted average price of $44.34.
• ·Quarterly dividend of $0.32 per share payable June 15, 2026 to shareholders of record June 5, 2026.
• ·No loan charge-offs; allowance for credit losses to loans ratio of 1.27%.
• ·Non-performing loans totaled $3.1 million at March 31, 2026.
• ·Expects loan growth of 6-8% for full year 2026.

23-04-2026

Univest Financial Corporation reported first quarter 2026 net income of $27.1 million, or $0.96 diluted EPS, a 24.7% increase from $22.4 million, or $0.77 EPS, in Q1 2025, supported by net interest income growth of 11.6% YoY to $63.4 million and noninterest income up 7.5% to $24.1 million. The company declared a quarterly dividend increase of 4.5% to $0.23 per share and repurchased 351,138 shares. However, total deposits decreased 3.9% QoQ, nonperforming assets rose to $41.2 million from $34.0 million YoY, noninterest expenses increased 6.8% YoY to $52.7 million, and BOLI income declined 32.0% YoY.

• ·Noninterest-bearing deposits represented 21.7% of total deposits at Q1 2026, up from 20.2% at Q4 2025.
• ·Unprotected deposits totaled $1.6 billion, or 23.7% of total deposits at Q1 2026, slightly up from 23.2% at Q4 2025.
• ·Share repurchases at average cost of $34.07 per share including fees.
• ·Conference call scheduled for April 23, 2026 at 9:00 a.m. EDT.

23-04-2026

Muncy Columbia Financial Corporation (CCFN) filed an 8-K on April 23, 2026, announcing under Item 8.01 the issuance of a press release declaring a stock split, attached as Exhibit 99.1. The filing includes no additional financial details or metrics.

• ·Filing Type: 8-K (Items 8.01, 9.01)
• ·State of Incorporation: Pennsylvania
• ·Commission File Number: 000-19028
• ·I.R.S. Employer Identification No.: 23-2254643
• ·Principal Executive Offices: 1199 Lightstreet Road, Bloomsburg, PA 17815

23-04-2026

Farmers & Merchants Investments Inc filed its 13F-HR on April 23, 2026, disclosing equity holdings as of March 31, 2026, with a total portfolio value of $3,624,015,465 across 1,760 positions, all held with sole voting power and no reported put/call options. Top holdings include Apple Inc (440,311 shares valued at $111,746,529), Berkshire Hathaway Inc Del Cl B (111,548 shares valued at $53,453,802), and Alphabet Inc Class A (181,619 shares valued at $52,226,360). No changes, additions, or reductions in holdings are indicated in the filing.

• ·All positions reported with sole voting power (SH SOLE)
• ·No shared voting power, other managers, puts, or calls reported (all values 0)
• ·Central Index Key: 0001259969
• ·SEC File Number: 028-10511

23-04-2026

NJ State Employees Deferred Compensation Plan filed a 13F-HR institutional holdings report for the quarter ended March 31, 2026, on April 23, 2026. The filing reports no holdings, with the information table marked as N/A and all share counts (e.g., sole voting shares) at zero. No changes or activity noted.

• ·SEC file number: 028-13668
• ·Filer address: 50 West State Street 9th Floor, PO Box 290, Trenton, NJ 08625
• ·Fiscal year end: June 30

23-04-2026

Arrow Financial Corp (AROW) filed additional definitive proxy soliciting materials (DEFA14A) on April 23, 2026, supplementing the DEF 14A proxy statement filed the same day. The filing is part of routine governance disclosures with no financial metrics or period-over-period comparisons provided in the available metadata. Recent filings include an S-4 for business combinations on April 22, 2026, indicating potential M&A activity.

• ·Filing CIK: 0000717538
• ·Business address: 250 GLEN ST, GLENS FALLS, NY 12801
• ·SIC: 6021 - NATIONAL COMMERCIAL BANKS
• ·Fiscal Year End: December 31

23-04-2026

Blackston Financial Advisory Group, LLC filed its 13F-HR on April 23, 2026, disclosing 106 equity positions held as of March 31, 2026, with a total portfolio market value of $159,525,949. All reported holdings are under sole voting power with no shared discretion or options positions noted. Top holdings include Vanguard Index FDS SP 500 ETF SHS ($17,354,712), Vanguard World FD MEGA GRWTH IND ($16,209,683), and Vanguard Index FDS TOTAL STK MKT ($12,163,529).

• ·All holdings reported with sole voting power (SH SOLE) and no other manager discretion
• ·Business address: 8564 E. COUNTY ROAD 466, SUITE 302, THE VILLAGES, FL 32162
• ·Central Index Key: 0001910984

23-04-2026

C&F Financial Corporation held its Annual Meeting of Shareholders on April 21, 2026, with a quorum consisting of 2,687,415 shares present. Shareholders elected five Class III directors—Dr. Julie R. Agnew, J. P. Causey Jr., Thomas F. Cherry, Dr. David H. Downs, and George R. Sisson III—to serve until the 2029 Annual Meeting. All proposals were approved, including an advisory vote on named executive officers' compensation and ratification of Yount, Hyde & Barbour, P.C. as independent registered public accountant for the fiscal year ending December 31, 2026.

• ·Director election votes: Dr. Julie R. Agnew (For: 2,024,060; Withheld: 45,524); J. P. Causey Jr. (For: 2,008,497; Withheld: 61,087); Thomas F. Cherry (For: 2,044,072; Withheld: 25,512); Dr. David H. Downs (For: 2,045,224; Withheld: 24,360); George R. Sisson III (For: 2,017,825; Withheld: 51,759).
• ·Executive compensation advisory vote: For 2,044,164; Against 14,692; Abstention 10,891.
• ·Auditor ratification: For 2,641,796; Against 31,856; Abstention 13,763.

23-04-2026

SB Financial Group, Inc. (NASDAQ: SBFG) announced a quarterly cash dividend of $0.16 per common share, payable on May 29, 2026, to shareholders of record as of May 15, 2026. This dividend marks a 7% increase from the prior year's quarterly dividend of $0.15 per share and a 7% rise over the previous four quarters ($0.62 vs. $0.58), representing a 2.8% yield. The company reported 6,281,820 common shares outstanding as of April 23, 2026.

• ·Dividend declared by Board of Directors on April 22, 2026.
• ·Headquartered in Defiance, OH, with 27 offices and 27 ATMs.

23-04-2026

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York filed a 13F-HR report on April 23, 2026, disclosing equity holdings as of March 31, 2026, totaling $431,347,522 across two positions held solely. The portfolio consists of iShares TR MSCI ACWI ETF valued at $255,691,156 (1,847,880 shares) and ETF SERIES TRUST EAGLE CAPITAL SE valued at $175,656,366 (5,774,371 shares). No prior period data is provided for comparison.

• ·Central Index Key: 0001729522
• ·SEC File Number: 028-18375
• ·Business address: 76 Trinity Place, 10th Floor, New York, NY 10006

23-04-2026

The Hartford reported strong Q1 2026 results with net income available to common stockholders of $851 million (+36% YoY from $625 million) and core earnings of $866 million (+36% YoY from $639 million), alongside P&C written premiums growth of 4% driven by 6% in Business Insurance. However, Personal Insurance written premiums declined 6% to $862 million due to a competitive market, Business Insurance combined ratio ticked up slightly to 94.8 from 94.4, and Employee Benefits expense ratio increased to 26.7 from 25.4. Trailing 12-month core earnings ROE improved to 20.3% (+4.1 points), and the company returned $617 million to stockholders including $450 million in share repurchases.

• ·Business Insurance underlying combined ratio increased to 89.2 from 88.4 YoY.
• ·P&C CAY CAT losses $230 million before tax vs $467 million YoY.
• ·Net favorable PYD in core earnings $5 million before tax vs $90 million YoY.
• ·Book value per diluted share (ex. AOCI) $75.25 (+14% YoY).
• ·Middle & Large Business underlying combined ratio 91.3 vs 90.6 YoY (worsened).

23-04-2026

First Business Financial Services reported Q1 2026 net income available to common shareholders of $12.0 million ($1.44 diluted EPS), down from $13.1 million ($1.58) in Q4 2025 but up from $11.0 million ($1.32) in Q1 2025, driven by robust loan growth of $125.9 million (14.9% annualized) QoQ and $315.9 million (9.9%) YoY, and core deposit growth of $123.1 million (18.4% annualized) QoQ and $333.4 million (13.5%) YoY. However, net interest margin contracted to 3.56% from 3.53% QoQ and 3.69% YoY, provision for credit losses rose to $3.0 million from $1.9 million QoQ and $2.7 million YoY, and non-performing assets increased YoY to 0.94% of total assets from 0.61%. Non-interest income grew 15.8% YoY, supporting 13.6% YoY tangible book value per share growth.

• ·Efficiency ratio 61.14% in Q1 2026, up from 56.61% in Q4 2025.
• ·Return on average tangible common equity 13.55% in Q1 2026, down from 14.83% in Q4 2025.
• ·Allowance for credit losses 1.10% of total gross loans Q1 2026, down from 1.12% QoQ.
• ·Private wealth assets under management and administration $3.881 billion at March 31, 2026, up 13.3% YoY.