S&P 500 Consumer Staples Sector SEC Filings — February 26, 2026

27-02-2026

Wyndham Hotels & Resorts, Inc. entered into a Seventh Supplemental Indenture on February 27, 2026, to issue $650M aggregate principal amount of 5.625% senior notes due 2033. Net proceeds were used to repay all outstanding borrowings under its term loan A and revolving credit facility, related fees, and for general corporate purposes. The notes are senior unsecured obligations, equal in right of payment to existing senior debt like the 4.375% notes due 2028, and guaranteed by certain domestic subsidiaries.

• ·Interest payable semi-annually in arrears on March 1 and September 1, commencing September 1, 2026.
• ·Optional redemption prior to March 1, 2029 at make-whole price or up to 40% of principal with equity offering proceeds; thereafter at 102.813% (2029), 101.406% (2030), and 100.000% (2031+).
• ·Change of Control Triggering Event requires repurchase offer at 101% of principal.
• ·Covenants restrict incurrence of liens-secured debt and sale-leaseback transactions.
• ·Notes effectively subordinated to secured credit facilities and structurally to non-guarantor subsidiaries' obligations.

27-02-2026

Pinnacle West Capital Corp (PNW) and APS presented an investor deck highlighting robust Arizona economic growth driving 2.0% residential sales growth and 7.5% C&I sales growth in 2025, with long-term weather-normalized retail sales growth guidance raised to 5%-7% through 2030 and EPS growth of 5%-7% CAGR off 2024 midpoint. Rate base is projected to grow from $12.23B in 2024 to $15.7B in 2028 (ACC), supported by a $10.35B capital plan through 2028 focused on generation, transmission, and distribution investments including up to 2GW new gas capacity. While C&I and overall sales show strong momentum with 9 consecutive quarters of 4%-6.8% weather-normalized growth, residential customer growth remains moderate at 1.5%-2.5% through 2026E.

• ·9 consecutive quarters of weather-normalized retail sales growth within or exceeding 4%-6% long-term guidance through Q3 2025.
• ·2026 sales growth guidance 4%-6%; residential customer growth guidance 1.5%-2.5%.
• ·APS equity layer: 51.93% (ACC effective 3/8/2024), 52.28% (FERC 6/1/2025); Allowed ROE 9.55% ACC, 10.75% FERC.
• ·2026 financing: ~$3.8B cash ops, $2.6B-$2.9B APS debt, $300M-$350M PNW debt, $1.0B-$1.2B PNW equity (75% priced).

27-02-2026

HEI reported full-year 2025 net income of $123 million ($0.71 per diluted share), marking a significant turnaround from a $1.4 billion net loss ($11.23 per share) in 2024, driven by the absence of $1.9 billion in wildfire tort liabilities recorded last year. Core income from continuing operations rose 20% to $149 million ($0.86 per share) from $124 million, though per-share value declined due to a larger share count following September 2024 equity issuance; however, Hawaiian Electric's core net income was nearly flat at $178 million versus $181 million, with Q4 core down 6% to $46 million from $49 million and electric utility revenues declining 4% YoY to $3.1B. The utility achieved a 37% renewable portfolio standard while advancing wildfire safety initiatives and maintaining stable residential bills.

• ·Regulators approved Utility’s Enhanced Wildfire Safety Strategy in December 2025
• ·PUC’s Wildfire Fund Study completed in December 2025
• ·Hawaii’s Historic Wildfire Legislation signed into law in July 2025
• ·Equity issuance in September 2024 increased share count
• ·Conference call held February 27, 2026 at 11:30 a.m. Hawaii time
• ·Return on average common equity 18.0% (twelve months ended Dec 31, 2025)

27-02-2026

United States Antimony Corporation (UAMY) reported record revenues and gross profit for Q3 and nine months ended September 30, 2025, alongside key milestones like a $245M sole-source DLA contract, $106.7M U.S. industrial agreement, Madero smelter restart, and Montana mine operations start, boosting market cap from $192M (Jan 1, 2025) to $1.206B (Feb 6, 2026). Zeolite tons sold grew 9% in FY2024 and through Q3 2025 with 98.4% runtime efficiency, while antimony prices surged to $18.94/lb avg in 2024 but declined to $11.79/lb as of Feb 5, 2026. Cash balance remains strong at $90-92M supporting expansions including Thompson Falls smelter to 300 tons/month.

• ·International ore shipments: Chad (400MT initial Nov 2025, >100MT/month ongoing, 60%+ Sb); Peru (47 tons 2025); Australia (160 tons processed, 55 tons rerouted); Bolivia (10MT March 2026 ramp to 150MT/month).
• ·Smelter capacities: Madero 200 tons/month (7 tons/day); Thompson Falls expanding to 300 tons/month (11 tons/day).
• ·Alaska mining permits approved Sep 5, 2025; exploration to begin May 2026.
• ·China/Russia control >60% global antimony ore.
• ·JV with Americas Gold and Silver: 49% USAC ownership for Idaho hydromet plant.

27-02-2026

27-02-2026

Ultra Clean Holdings, Inc. filed a Form 8-K on February 27, 2026, reporting entry into a material definitive agreement under Item 1.01, other events under Item 8.01, and financial statements and exhibits under Item 9.01. No specific details on the agreement, transaction size, events, financial impacts, or quantitative metrics are disclosed. This is a multi-item filing with no period-over-period comparisons, guidance, or named entities beyond the filer provided.

27-02-2026

Delek Logistics Partners, LP filed an 8-K on 2026-02-27 disclosing Results of Operations and Financial Condition under Item 2.02 and Financial Statements and Exhibits under Item 9.01. No specific revenue, earnings, balance sheet impacts, guidance, or other quantitative financial metrics are disclosed in the provided filing information. This appears to be a standard earnings-related disclosure with attached exhibits.

27-02-2026

Delek US Holdings, Inc. filed an 8-K on 2026-02-27 under Items 2.02 (Results of Operations and Financial Condition), 7.01 (Regulation FD Disclosure), and 9.01 (Financial Statements and Exhibits). This multi-item voluntary disclosure pertains to financial results. No quantitative metrics, period-over-period comparisons, guidance, or other specific financial details are disclosed.

27-02-2026

NIQ Global Intelligence plc filed a Form 8-K on 2026-02-27 under Item 2.02 announcing results of operations and financial condition, with Item 9.01 providing financial statements and exhibits. No specific revenue, earnings, margins, guidance, period-over-period changes, or other quantitative metrics are disclosed in the filing summary. This is a standard voluntary earnings-related disclosure without detailed financial data provided.

27-02-2026

Accelerant Holdings filed an 8-K on 2026-02-27 disclosing Items 2.02 (Results of Operations and Financial Condition), 7.01 (Regulation FD Disclosure), and 9.01 (Financial Statements and Exhibits), indicating a financial results announcement. No specific revenue, earnings, guidance, or other quantitative metrics are mentioned in the provided filing details. This is a multi-item filing typical for earnings releases under Regulation FD.

27-02-2026

Sunstone Hotel Investors, Inc. filed an 8-K on February 27, 2026, under Item 2.02 announcing Results of Operations and Financial Condition, with Item 9.01 providing Financial Statements and Exhibits. No specific financial metrics, period-over-period comparisons, or quantitative details are disclosed in the provided filing information. This appears to be a standard earnings-related disclosure without detailed performance data available.

27-02-2026

Alight, Inc. filed an 8-K on February 27, 2026 (AccNo: 0001193125-26-079261), disclosing an event under Item 5.02 related to Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Specific details including the key position affected, individual names, appointment or resignation status, reasons for change, and any compensatory arrangements are NOT_DISCLOSED. No quantitative financial metrics, performance comparisons, or market impacts are mentioned.

27-02-2026

United States 12 Month Oil Fund, LP filed an 8-K on February 27, 2026, under Item 7.01 for Regulation FD Disclosure and Item 9.01 for Financial Statements and Exhibits. No specific details, financial metrics, transactions, or events are disclosed in the provided filing summary. This appears to be a voluntary informational filing with exhibits attached.

27-02-2026

BlackRock TCP Capital Corp. filed an 8-K on February 27, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure), and Item 9.01 (Financial Statements and Exhibits). This is a multi-item filing for financial results disclosure. No specific revenue, earnings, balance sheet changes, guidance, or period-over-period metrics are disclosed.

27-02-2026

United States 12 Month Natural Gas Fund, LP filed an 8-K on February 27, 2026, reporting under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits). No specific events, transactions, financial metrics, positive or negative changes, or quantitative data are disclosed in the provided filing information. This appears to be a voluntary disclosure of material information with attached exhibits.

27-02-2026

United States Commodity Index Funds Trust filed an 8-K on February 27, 2026, reporting under Item 7.01 Regulation FD Disclosure and Item 9.01 Financial Statements and Exhibits. No specific events, transactions, financial metrics, or quantitative data are detailed in the filing summary provided. This appears to be a multi-item voluntary disclosure with attached exhibits.

27-02-2026

KORE Group Holdings, Inc. filed an 8-K on February 27, 2026, reporting under Item 1.01 entry into a material definitive agreement, under Item 8.01 other events, and under Item 9.01 financial statements and exhibits. No specific details on the nature of the agreement, events, transaction value, financial metrics, or impacts are disclosed in the provided filing summary. All quantitative data, parties involved, and outcomes remain NOT_DISCLOSED.

27-02-2026

Elauwit Connection, Inc. filed a Form 8-K on February 27, 2026, under Item 4.02 announcing non-reliance on previously issued financial statements or a related audit report or completed interim review, which signals potential material accounting issues or errors. The filing also includes Item 7.01 for Regulation FD Disclosure and Item 9.01 for Financial Statements and Exhibits. No quantitative financial metrics, transaction details, or scheduled events are disclosed.

27-02-2026

Golkor Inc. filed an 8-K on February 27, 2026, disclosing changes in its certifying accountant under Item 4.01. Item 9.01 reports financial statements and exhibits. No additional details on the nature of the change, reasons, new auditor, financial impacts, or quantitative metrics are provided.

27-02-2026

Braemar Hotels & Resorts Inc. filed a Form 8-K on February 27, 2026, under Item 7.01 Regulation FD Disclosure and Item 9.01 Financial Statements and Exhibits. No specific financial metrics, transaction details, positive or negative changes, or other quantitative data are disclosed in the provided filing summary. This is a multi-item voluntary filing focused on Reg FD disclosure with attached exhibits.

27-02-2026

Clearfield, Inc. filed an 8-K on February 27, 2026, reporting Item 5.07: Submission of Matters to a Vote of Security Holders. No specific proposals, voting results, or outcomes are disclosed in the provided filing information. This is a single-item informational filing with no financial metrics or quantitative data mentioned.

27-02-2026

Brainstorm Cell Therapeutics Inc. entered into a Securities Purchase Agreement dated February 24, 2026, with an unidentified Purchaser to issue and sell unregistered securities pursuant to Section 4(a)(2) and Regulation D exemptions. Net proceeds are designated for working capital purposes, with covenants including share reservation, listing efforts on Trading Markets, and standard indemnification for the Purchaser. No specific pricing, share counts, or dilution impacts were disclosed in the agreement excerpt.

• ·SEC 8-K filed February 27, 2026, covering Items 1.01 (Material Definitive Agreement), 3.02 (Unregistered Sales of Equity Securities), 5.02 (Director/Officer Changes), and 9.01 (Exhibits)
• ·Securities include Shares, Warrants, and Prefunded Warrant Shares
• ·Purchaser identity confidential except as required by law
• ·Prohibitions on use of proceeds for redemptions, litigation settlements, or FCPA/OFAC violations

27-02-2026

Callaway Golf Company reported recast continuing operations results excluding Topgolf and Jack Wolfskin divestitures, with total net sales declining 1.6% YoY to $629.6M in Q1 2025 and 2.3% to $600.4M in Q2, for H1 down 1.9% to $1,230.0M, driven by declines across categories including Golf Balls (-4.5% Q2), Apparel (-6.5% Q2), and Gear (-5.0% Q2), while Apparel, Gear and Other segment sales fell 2.1% in Q1 and 5.8% in Q2. However, Golf Equipment operating income rose 23.8% to $101.8M in Q1 and 11.5% to $178.0M in H1, boosting total operating income 30.8% in Q1 and 7.2% in H1 despite a 14.3% Q2 decline to $74.3M. Gross margins improved slightly to 45.0% in Q1 from 43.5% prior.

• ·Q1 2025 gross margin 45.0% vs 43.5% prior (GAAP), U.S. net sales down 1.5% YoY, Europe up 1.7%.
• ·Q2 2025 Europe net sales up 21.4% YoY to $64.6M, Rest of World flat at $42.8M.
• ·Non-GAAP diluted EPS from continuing ops Q1 2025: $0.30 vs $0.28 prior.
• ·Jack Wolfskin sale closed May 31, 2025; Topgolf 60% sale closed Jan 1, 2026 with 40% retained.

27-02-2026

Elite Express Holding Inc. (ETS) reported FY2025 revenue of approximately $2.7 million, up 9.1% YoY from $2.5 million, primarily driven by activity-based revenue increasing to 75.7% of total from 70.2%. However, the net loss widened to $2.2 million from $0.4 million, due to G&A expenses surging 286.1% to $1.6 million from public company compliance costs and new R&D expenses of $0.9 million, while fixed revenue declined 7.8% to $0.6 million. Gross profit saw a slight increase to $18,211 from $15,897.

• ·Company listed on Nasdaq on August 20, 2025.
• ·Loans receivable of $9,999,811 as of Nov 30, 2025, at 8% interest, maturing May 2026.
• ·Cash used in operating activities: $(2,819,786) in FY2025.
• ·Total stockholders’ equity: $13,191,867 as of Nov 30, 2025.

27-02-2026

ClearThink 1 Acquisition Corp., a blank check company targeting financial services, priced its $125M initial public offering of 12,500,000 units at $10.00 per unit, expected to list on NASDAQ under CTAAU starting February 24, 2026, with separate trading for shares (CTAA) and rights (CTAAR) thereafter. The offering, led by D. Boral Capital LLC, includes a 45-day over-allotment option for 1,875,000 additional units and is set to close on February 25, 2026, subject to customary conditions. No declines or flat metrics reported as this is an IPO pricing announcement.

• ·Registration statement effective February 13, 2026.
• ·U.S. counsel: Ruskin Moscou Faltischek, P.C.; Cayman counsel: Ogier (Cayman) LLP; Underwriters' counsel: Sichenzia Ross Ference Carmel LLP.
• ·SPAC focus: financial services sector in the United States and other developed countries.

27-02-2026

MOZAYYX Acquisition Corp., a blank check company, announced the pricing of its upsized initial public offering of 26,100,000 units at $10.00 per unit, raising $261M. Units are expected to list on the NYSE under 'MZYX.U' beginning February 25, 2026, with separate trading of Class A ordinary shares ('MZYX') and warrants ('MZYX.WS') thereafter. Cantor Fitzgerald & Co. served as sole book-running manager, with a 45-day underwriters' option for up to 3,915,000 additional units.

• ·Registration Statement on Form S-1 (333-293134) declared effective February 24, 2026.
• ·Company incorporated as exempted company under Cayman Islands laws, seeking merger or business combination.
• ·Press release dated February 24, 2026; SEC 8-K filed February 27, 2026.

27-02-2026

Yelp Inc. reported Q4 2025 net revenue of $360M, down 1% YoY from $362M due to lower RR&O advertising revenue, though partially offset by Services growth; full-year 2025 net revenue reached a record $1.46B, up 4% YoY, with Services advertising up 8% to $948M but RR&O down 6% to $444M. Net income for Q4 was $38M (down 10% YoY) and full-year $146M (up 10% YoY), while Adjusted EBITDA declined 15% to $86M in Q4 but rose 3% to $369M for the year; outlook for 2026 projects net revenue of $1.455B-$1.475B.

• ·Acquired Hatchify Inc., an AI lead management platform.
• ·Signed agreement with OpenAI.
• ·2026 Outlook: Net revenue $1.455B to $1.475B; Adjusted EBITDA $310M to $330M.
• ·Q4 share repurchases: 2.9M shares for $88.5M.
• ·Cumulative reviews reached 330M with 22M new reviews in 2025.
• ·App unique devices down 2% YoY.
• ·Request-a-Quote projects up ~15% YoY excluding paid search.

27-02-2026

Monolithic Power Systems, Inc. announced that its previously issued FY2024 10-K and 2025 10-Q financial statements should no longer be relied upon due to an error in accounting for deferred income taxes on a foreign tax incentive, requiring restatement with a $195M reduction in income tax benefit and net income decreasing $195M (10.9%) to $1.59B for FY2024. While non-GAAP metrics remain unchanged and there is no impact on revenue ($2.21B), operations, or FY2026 outlook, the 2025 unaudited results see a minor $5.6M increase in net income to $621M. The error was unintentional, non-cash, and discovered during 2025 10-K preparation; restated financials will be in the upcoming 2025 10-K.

• ·Non-GAAP net income unchanged at $690M for FY2024 and $858M for FY2025.
• ·FY2024 diluted EPS restated to $32.60 from $36.59 (-10.9%).
• ·Restated financials to be filed in 2025 Form 10-K immediately after this 8-K.
• ·No impact on revenue, gross profit, operating income, or key non-GAAP operational metrics.

27-02-2026

Applied Optoelectronics, Inc. (AAOI) entered into a Texas Net Lease agreement dated February 10, 2026, with Blue Ridge Commerce Center West LLC for 153,928 rentable square feet of premises (Building #3) at Blue Ridge Commerce Center, 16851 Blue Ridge Commerce Dr., Houston, TX, representing 100% of the building and 11.40% of the project. The 130-month lease term commences on or around February 10, 2026, with 5 months of base rent abatement followed by escalating monthly base rent from $66,189 ($0.43/RSF) in months 6-10 to $186,732 ($1.21/RSF) in months 121-130, initial estimated monthly operating expenses of $30,786, prepaid rent of $163,164 applied to month 11, and a $2M security deposit. The premises will be used for general distribution, office, warehouse, and light manufacturing/assembly of PCBs, PCBA, and semiconductors.

• ·Commencement Date: Earlier of Tenant occupancy for business or February 10, 2026
• ·Effective Date: February 10, 2026
• ·Tenant Notice Address (pre-Commencement): 13139 Jess Pirtle, Sugar Land, TX 77478
• ·Landlord Notice Address: c/o George R. Farish II, Trammell Crow Company, 2800 Post Oak Blvd., Suite 400, Houston, TX 77056

27-02-2026

Eastman Kodak Company entered into a new Executive Chairman and CEO Agreement with James V. Continenza, effective January 1, 2026, extending his employment term until December 31, 2030, replacing his prior agreement set to expire February 26, 2027. The agreement includes an annual base salary of $1.2M, annual cash incentive up to 125% of base salary ($1.5M max), a one-time renewal award of 5M RSUs vesting equally over five years starting December 31, 2026, and annual RSU awards valued at $2.5M (half time-vesting over three years, half performance-vesting). Termination provisions provide for two years' salary and incentive, accelerated vesting of certain RSUs, and 18 months of COBRA coverage if terminated without cause or for good reason.

• ·Mr. Continenza must provide 61 days' written notice before exercising certain stock options (February 2019 or July 2020 grants) if post-exercise ownership would exceed 4.99%.
• ·Full Employment Agreement to be filed as exhibit to Form 10-K for year ended December 31, 2025.

27-02-2026

On February 24, 2026, Ambarella Inc.'s Compensation Committee approved the Fiscal Year 2027 Annual Bonus Plan (FY2027 Bonus Plan), featuring an aggregate target bonus pool approximately 28% larger than the FY2026 plan. CEO Feng-Ming Wang is eligible for a 100% bonus target of his base salary, with other executives (John Young, Chan Lee, John Ju, Yun-Lung Chen) ranging from 40% to 75%; payouts are weighted 1/3 each on revenue, operating profit, and non-financial objectives, with a maximum of 167% of target. No threshold performance results in zero funding, and payouts require continued employment.

• ·Compensation Committee and Board have discretion to adjust bonus pool size and individual payouts.
• ·Payouts to be made no later than two and one-half months after end of FY2027.
• ·Performance between threshold and target uses linear interpolation.

27-02-2026

lululemon athletica inc. responded to Chip Wilson’s press release regarding his nomination of three director candidates for election at the 2026 Annual Meeting of Shareholders, stating it has engaged in good faith through numerous meetings but disagrees with Wilson’s characterization of interactions. The Board requested interviews with the nominees, but Wilson conditioned access on full settlement terms, allowing only preliminary conversations with one nominee, Marc Maurer. The company remains open to constructive dialogue with Wilson and other shareholders in their best interests.

• ·Company intends to file definitive proxy statement on Schedule 14A and white proxy card with SEC for 2026 annual meeting.
• ·Previous proxy statement filed April 29, 2025; recent Form 4 filings on June 11-13, 2025, December 17-29, 2025, and January 2, 2026.
• ·Investor contacts: Howard Tubin (604-732-6124); Media: Madi Wallace (604-732-6124).

27-02-2026

OpGen, Inc. (OTC: OPGN) announced its name change to CapForce Inc., effective February 27, 2026, to reflect a repositioning toward digital investment banking and fintech services targeting high-growth mid-sized companies with $1B-$10B market caps. The company plans to change its ticker to 'CFOR' and is developing a digital platform with AI-powered robo-advisory and cap table management, subject to market and regulatory factors; its controlling shareholder AEI Capital Group manages over $7B in AUM. Forward-looking statements highlight risks including rebranding costs, execution challenges, and potential customer/investor confusion.

• ·Name change effective February 27, 2026
• ·Expected ticker symbol change to 'CFOR'
• ·Subsidiaries: CapForce International Holdings Ltd. and iCapX Sdn. Bhd.
• ·AEI Capital Group footprints: Hong Kong, Kuala Lumpur, Singapore, London, Washington D.C.