S&P 500 Consumer Staples Sector SEC Filings — April 29, 2026

29-04-2026

Clarivate reported Q1 2026 total revenues of $585.5 million, down 1.4% YoY from $593.7 million due to inorganic disposals, though organic revenues grew 0.6% driven by 1.7% subscription growth offset by 1.6% decline in re-occurring and 2.0% drop in transactional revenues. Adjusted EBITDA improved 3.4% to $241.2 million, net loss narrowed to $40.2 million from $103.9 million, but free cash flow declined 28.5% to $78.9 million; the company utilized cash flow to retire $143.1 million in debt. Management reaffirms full-year 2026 outlook for $2.30B-$2.42B revenues, 42.0%-43.5% Adjusted EBITDA margin, and $365M-$435M free cash flow.

• ·Organic ACV increased 1.6% as of March 31, 2026 vs prior year.
• ·Total recurring revenues grew 1.0% organically YoY.
• ·Debt repurchases in March 2026 at ~10% discount to par.
• ·FY 2026 outlook: Organic ACV 2.0%-3.0%, Recurring Organic Revenue Growth 0.75%-2.25%, Adjusted EBITDA $980M-$1.04B (margin 42.0%-43.5%), Adjusted Diluted EPS $0.70-$0.80.
• ·Cash and cash equivalents decreased to $242.2M from $329.2M at Dec 31, 2025.

29-04-2026

Constellium SE reported strong Q1 2026 results with revenue up 24% YoY to $2,461 million, Adjusted EBITDA up 93% to $359 million (including $97 million positive metal price lag), and record Segment Adjusted EBITDA (A&T $102M +24%, P&ARP $151M +152%, AS&I $24M +50%). However, shipments fell 1% YoY to 370 thousand metric tons, with P&ARP (-3%) and AS&I (-3%) declines partially offset by A&T (+18%). The company raised FY2026 guidance to Adjusted EBITDA of $900-940 million (ex-metal price lag) and Free Cash Flow >$275 million, while repurchasing 1.2 million shares for $28 million.

• ·Cash flows from operating activities $73 million vs $58 million in Q1 2025.
• ·Free Cash Flow $5 million vs $(3) million in Q1 2025.
• ·Total debt $1,973 million at March 31, 2026.
• ·2028 targets: Adjusted EBITDA $900 million (ex-metal price lag) and Free Cash Flow $300 million.
• ·Muscle Shoals and Neuf-Brisach facilities benefited from favorable metal costs.

29-04-2026

SK Telecom Co Ltd filed its 20-F annual report on April 29, 2026, including a table of contents covering material contracts, market risk disclosures, controls and procedures, financial statements, and exhibits. Forward-looking statements outline 2026 capital expenditures for 5G/LTE networks, Wi-Fi, data infrastructure, AI, IoT, and digital services, alongside expectations for interconnection fees, operating costs, borrowings, and dividends paid in Won and converted to USD via ADR depositary. The report details regulatory obligations under the Fair Trade Act for SK Group disclosures on affiliates and transactions exceeding 5.0% of quarterly sales or ₩5.0 billion, with potential administrative penalties up to 3.0% of average annual revenue over the prior three years.

29-04-2026

Massimo Group's DEF 14A proxy statement details its board of directors and executive officers, including Executive Chairman David Shan (60), CEO Quenton Petersen (36), and CFO Crystal Mingqiu Xu (46), alongside three independent directors: Paolo Pietrogrande, Ting Zhu, and Mark Sheffield. The four-member board held four meetings in fiscal year 2025 with all directors attending at least 75% of meetings and committees; it oversees Audit, Compensation, and Nominating Committees with standard charters. As a controlled company with David Shan holding over 50% voting power, it qualifies for certain Nasdaq exemptions but does not currently plan to use them.

• ·No family relationships among directors or executive officers.
• ·No involvement in certain legal proceedings by directors or executives in the past ten years.
• ·Board oversees risk management with management handling day-to-day processes.
• ·Code of Business Conduct adopted and available on company website.

29-04-2026

Kopin Corporation announced a strategic collaboration with Fabric.AI to develop Neural I/o™ MicroLED-based optical interconnect technology for AI infrastructure, securing a $15M initial development order to fund the demonstration chipset. Under the agreement, Kopin owns 19.9% of Fabric.AI and will serve as the exclusive manufacturer of the Neural I/o™ chipsets. This partnership leverages Kopin's MicroLED expertise to address power and bandwidth challenges in AI data centers, positioning the company as a key player in the expanding AI hardware ecosystem.

• ·Announcement date: April 28, 2026
• ·Filing date: April 29, 2026
• ·Kopin has over 40 years of experience in advanced display technologies

29-04-2026

Atkore Inc. entered into settlement agreements on April 28, 2026, agreeing to pay $72.5 million to Direct Purchaser Plaintiffs and $64 million to Non-Converter Seller Purchaser Plaintiffs (totaling $136.5 million) in the In re PVC Pipe Antitrust Litigation, to be recorded as a non-operating expense in the quarter ended March 27, 2026. The company expects no material adverse effect on liquidity or leverage metrics and believes the settlements reduce legal uncertainty without admitting fault. However, End User Plaintiffs' claims remain pending, and court approval is required with no assurance of finalization.

• ·Settlement payments to be made on or about 21 days after preliminary court approval.
• ·Execution does not constitute admission of fault or liability.
• ·Company plans to vigorously defend if settlements not approved.
• ·Litigation centralized in U.S. District Court for the Northern District of Illinois.

29-04-2026

Lemonade reported strong Q1 2026 results with In Force Premium (IFP) growing 32% YoY to $1,333 million, revenue surging 71% YoY to $258 million, and gross profit increasing 159% YoY to $100 million amid gross profit margin expansion to 39%. Adjusted EBITDA loss improved 64% YoY to $17 million and adjusted free cash flow turned positive at $17 million, though net loss remained at $36 million; Pet IFP exceeded $500 million and Car IFP grew 60% YoY, but the company still anticipates FY2026 adjusted EBITDA losses of $51-47 million before positivity in Q4.

• ·Annual Dollar Retention (ADR) at 85%, up 1pp YoY and flat QoQ.
• ·Gross loss ratio improved to 62% from 78% YoY.
• ·Net loss ratio improved to 63% from 82% YoY.
• ·Growth spend increased to $54M from $38M YoY.
• ·Q2 2026 guidance: IFP $1,428-1,433M; FY2026 IFP $1,632-1,639M.
• ·Pet insurance: LAE ratio ~4%; #1 most searched pet brand in U.S., 4th largest by written premium.

29-04-2026

TPG Twin Brook Capital Income Fund declared gross distributions of $0.2000 per share for Class I, S, and D common shares, with net amounts of $0.2000, $0.1824, and $0.1948 per share respectively after shareholder servicing fees, payable on or about May 27, 2026 to shareholders of record as of April 30, 2026. As of March 31, 2026, NAV per share was stable at $25.2181 across all classes, with aggregate NAV of $2.5 billion, investment portfolio fair value of $4.5 billion, and principal debt of $2.0 billion (debt-to-equity ratio of 0.79x). The continuous offering of up to $5.0 billion has issued 102,376,172 shares for total consideration of $2,595.2 million as of April 1, 2026.

• ·Distributions declared on April 23, 2026; record date April 30, 2026; payment on or about May 27, 2026.
• ·Distributions payable in cash or reinvested in shares for participants in distribution reinvestment plan.
• ·Offering data as of April 1, 2026 subscription date; excludes distribution reinvestment plan shares.
• ·Debt-to-equity ratio of approximately 0.79 times as of March 31, 2026.

29-04-2026

Delek Logistics reported Q1 2026 adjusted EBITDA of $132.3 million, up 7.4% YoY from $123.2 million, supported by strong growth in storage/transport (+73.8% to $25.2 million) and pipeline JVs (+9% to $18.3 million), while net income declined 17% YoY to $32.4 million from $39.0 million and distributable cash flow as adjusted fell 3.6% to $72.4 million, impacted by Winter Storm Fern. Wholesale marketing and terminalling EBITDA dropped 19.7% YoY to $14.3 million due to termination of an agreement, though gathering and processing grew modestly 2.2% to $82.9 million. The partnership increased its quarterly distribution 1.8% to $1.130 per unit, signed a new revolving credit facility boosting capacity by $150 million to 2031, completed its first AGI well at Libby Gas Complex, and reaffirmed 2026 EBITDA guidance of $520-560 million.

• ·New revolving credit facility increases borrowing capacity by $150 million with maturities extended to 2031.
• ·Conference call scheduled for April 29, 2026 at 11:30 a.m. Central Time.
• ·Corporate Adjusted EBITDA loss of $8.4 million in Q1 2026 vs. $6.9 million loss in Q1 2025.

29-04-2026

Blackstone Mortgage Trust reported a net loss of $6.3 million for the three months ended March 31, 2026, widening from $0.4 million YoY, driven by higher owned real estate expenses ($82.0 million, up 77% YoY) and CECL reserve increase, despite total net revenue rising 26% YoY to $159.4 million on doubled real estate revenue ($74.6 million). Balance sheet total assets declined 1.9% QoQ to $19.6 billion, with net loans receivable down 2.9% to $17.3 billion and stockholder equity down 2.5% to $3.4 billion. Loan portfolio showed 130 loans with principal balance of $17.6 billion, down 2.8% QoQ.

• ·Dividends declared $0.47 per share on common stock and deferred stock units.
• ·Weighted-average cash coupon on loans +3.23% as of March 31, 2026 (up from +3.19%).
• ·Net cash provided by operating activities $169.7 million in Q1 2026, up from $100.5 million YoY.
• ·Current expected credit loss reserve $291.6 million as of March 31, 2026 (up from $284.4 million QoQ).

29-04-2026

JinkoSolar's revenues declined 22% YoY from RMB118,678,591 thousand in 2023 to RMB92,256,302 thousand in 2024, and further 29% to RMB65,497,646 thousand (US$9,366,039 thousand) in 2025, driven by lower photovoltaic product sales while other solar materials sales rose slightly to 4.5% of total. Gross profit margins compressed from 16.0% to 11.0% to 2.2%, leading to operating losses widening from -3.6% to -13.6% of revenues, and net income attributable to ordinary shareholders turning to a RMB4,445,094 thousand loss in 2025. Solar module sales volumes grew 18% YoY to 92,873.3 MW in 2024 but declined 7% to 86,805.5 MW in 2025.

• ·Net cash used in investing activities increased to RMB5,377,366 thousand in 2025 from RMB2,902,219 thousand in 2024.
• ·Interest expenses rose to RMB1,360,138 thousand in 2025.
• ·Cash transfers from subsidiaries to the Company via loan repayments declined to RMB370,108 thousand in 2025 from RMB633,977 thousand in 2024, with dividends at RMB277,000 thousand.
• ·Subsidy income decreased 53% YoY to RMB1,146,948 thousand in 2025.

29-04-2026

TPG Mortgage Investment Trust, Inc. (MITT) reported Q1 2026 results with book value of $9.97 per share, EAD of $0.26 per diluted common share covering the increased $0.24 common dividend (up 4.3% from Q4 2025's $0.23), and an $8.1 billion investment portfolio yielding a 0.6% net interest margin. However, the company posted a net loss of $(0.27) per diluted common share and a quarterly economic return on equity of (2.6)% amid a challenging macroeconomic environment. Financing stood at $7.7 billion with a 14.1x GAAP leverage ratio and 1.7x economic leverage ratio.

• ·GAAP Leverage Ratio: 14.1x; Economic Leverage Ratio: 1.7x
• ·Investment in Arc Home determined using 1.05x book value multiple and 66.0% ownership interest in AG Arc LLC
• ·Total liquidity: $49.3M cash and equivalents + $50.0M committed financing on Home Equity Loans + $0.7M unencumbered Agency RMBS
• ·Preferred dividends declared: Series A $0.51563/share, Series B $0.50/share, Series C $0.665952/share, payable June 17, 2026

29-04-2026

Delek US Holdings reported a Q1 2026 net loss of $201.3 million or $(3.34) per share, wider than the prior year's $172.7 million loss, though adjusted net income was $4.7 million or $0.08 per share versus a $144.4 million loss last year; adjusted EBITDA reached $211.7 million, up significantly from $33.6 million YoY. Refining segment adjusted EBITDA surged to $155.3 million from $(27.0) million due to 63.8% higher crack spreads, while logistics adjusted EBITDA grew modestly to $132.4 million from $123.2 million. Excluding RVO impacts, adjusted EBITDA was $129.4 million and EPS $(0.98), reflecting mixed underlying performance amid successful Big Spring turnaround and EOP advancements boosting cash flow run-rate to ~$220 million annually.

• ·Delek US ex-Delek Logistics net debt position of $274.3 million as of March 31, 2026.
• ·Regular quarterly dividend of $0.255 per share approved, payable May 8, 2026 to shareholders of record May 1, 2026.
• ·Delek Logistics cash $9.9 million and long-term debt $2,294.6 million as of March 31, 2026.

29-04-2026

Prosperity Bancshares, Inc. filed a Form 8-K under Rule 425 on April 29, 2026, announcing its financial results for the first quarter ended March 31, 2026, via a press release furnished as Exhibit 99.1. The filing identifies Stellar Bancorp, Inc. as the subject company in the context of M&A communications. No specific financial metrics, improvements, declines, or comparisons are detailed in the filing itself.

• ·Q1 financial results period: ended March 31, 2026
• ·Registrant address: 4295 San Felipe, Houston, Texas 77027
• ·Common stock trading symbol: PB on New York Stock Exchange

29-04-2026

Fannie Mae earned $3.7 billion in net income for Q1 2026, up 5% QoQ from $3.5 billion in Q4 2025, driven by steady $7.3 billion net revenues from a stable $4.1 trillion guaranty book and a 19% reduction in administrative expenses; net worth rose 3% to $112.7 billion. Single-family net income grew 19% to $3.2 billion with acquisition volume up slightly to $98.7 billion, while illustrative return on average required CET1 capital improved to 10.4% from 10.2%. However, multifamily net income fell 36% to $546 million due to higher credit loss provisions of $174 million (vs $5 million QoQ) and acquisition volume down to $17.1 billion from $25.8 billion, with delinquency rate rising to 0.78%.

• ·Single-family serious delinquency rate unchanged at 0.58% as of Mar. 31, 2026.
• ·Multifamily serious delinquency rate increased to 0.78% as of Mar. 31, 2026 from 0.74%.
• ·More than 80% of multifamily units financed were affordable to renters earning less than 100% of area median income.
• ·First-time homebuyers accounted for more than half of single-family purchase mortgages.
• ·Single-family weighted-average FICO at origination: 753; mark-to-market LTV: 51%.
• ·Multifamily weighted-average original LTV: 63%; debt service coverage ratio: 1.9x.

29-04-2026

Wheels Up Experience Inc. issued a press release on April 29, 2026, announcing the retirement of its legacy jet aircraft fleets as part of its fleet modernization strategy. This action supports the company's ongoing business transformation, including operational efficiency and productivity initiatives. Forward-looking statements express expectations for commercial, financial, and operational benefits, though subject to risks outlined in prior SEC filings.

• ·References Annual Report on Form 10-K for year ended December 31, 2025, filed March 10, 2026.
• ·Information furnished under Item 7.01, not deemed 'filed' under Section 18 of the Exchange Act.

29-04-2026

Welltower Inc. reported robust Q1 2026 financial results with total revenues surging 38% YoY to $3,351,926 from $2,423,087, primarily driven by 49% growth in resident fees and services to $2,780,931 and a $420,400 gain on real estate dispositions, leading to net income attributable to common stockholders more than doubling to $728,672 (183% YoY). Earnings per diluted share rose to $1.02 from $0.40. However, rental income declined 1.7% YoY to $453,842, property operating expenses increased 41% to $2,055,420, and total assets slightly decreased to $67,220,556 from $67,303,047 at year-end 2025.

• ·Dividends declared and paid per common share increased to $0.74 from $0.67 YoY.
• ·Cash disbursed for acquisitions totaled $1,109,949 in Q1 2026, down from $1,988,958 in Q1 2025.
• ·Net cash used in investing activities improved to outflow of $807,186 from $2,028,139 YoY.
• ·Proceeds from sales of real property: $1,717,876 in Q1 2026.

29-04-2026

Lakeland Financial Corp reported Q1 2026 net income of $26,478 thousand, up 31.8% YoY from $20,085 thousand, supported by net interest income growth of 7.4% to $56,773 thousand, higher noninterest income of $12,933 thousand (+18.4%), and a sharply lower provision for credit losses of $2,000 thousand (-70.6% YoY). Total assets expanded 1.3% QoQ to $7,083,680 thousand, driven by 3.6% deposit growth to $6,190,260 thousand and 1.8% net loan growth to $5,404,444 thousand. However, stockholders' equity declined 1.8% QoQ to $748,904 thousand amid $19,369 thousand in share repurchases and an $8,485 thousand net other comprehensive loss, resulting in comprehensive income falling 20.7% YoY to $17,993 thousand.

• ·Diluted EPS $1.04 for Q1 2026, up from $0.78 in Q1 2025.
• ·Cash dividends declared and paid at $0.52 per share (Q1 2026) vs $0.50 (Q1 2025).
• ·Treasury shares purchased: 336,853 under repurchase plan (Q1 2026).
• ·Total borrowings decreased to $68,200 thousand from $184,200 thousand QoQ.

29-04-2026

On April 29, 2026, United States Commodity Index Funds Trust issued monthly account statements for United States Commodity Index Fund (USCI) and United States Copper Index Fund (CPER) for the month ended March 31, 2026. The statements, consisting of Statements of Income (Loss) and Statements of Changes in Net Asset Value as required by Rule 4.22 under the Commodity Exchange Act, are furnished as Exhibit 99.1. This information is not deemed 'filed' under Section 18 of the Securities Exchange Act.

• ·Statements available on www.uscfinvestments.com
• ·Securities registered on NYSE Arca, Inc.: USCI and CPER

29-04-2026

Sangamo Therapeutics, Inc. (SGMO) received a Nasdaq delisting notice on April 28, 2026, for failing to meet the minimum bid price requirement of $1.00 per share after compliance periods ending October 27, 2025, and April 27, 2026. Trading on Nasdaq Capital Market will suspend at the open on May 5, 2026, despite plans to appeal to a Nasdaq Hearings Panel, which stays delisting but not suspension. The company has approval to trade on OTCQB Venture Market starting May 5, 2026, under the symbol SGMO.

• ·Previous notices received on April 30, 2025, and October 29, 2025.
• ·Compliance periods: until October 27, 2025 (initial), extended to April 27, 2026.
• ·Nasdaq Listing Rules referenced: 5550(a)(2), 5800 Series, 5815(a)(1)(B)(ii)(d).
• ·Annual Report on Form 10-K filed with SEC on March 30, 2026.

29-04-2026

Credit Industriel et Commercial filed its 13F-HR on April 29, 2026, disclosing U.S. securities holdings totaling $1,283,822,105 across 349 positions as of March 31, 2026. The portfolio includes a mix of common stocks, put options, call options, and notes in sectors like healthcare (e.g., Hologic at $15,439,258), technology, and ETFs, with significant put positions such as iShares Russell 2000 ETF ($53,320,000). No period-over-period changes are provided in the filing.

• ·Filing covers period ending 2026-03-31.
• ·Includes positions in affiliated managers: Banque Transatlantique SA, Banque de Luxembourg S.A., BLI - Banque de Luxembourg Investments.

29-04-2026

United States 12 Month Natural Gas Fund, LP issued its monthly account statement on April 29, 2026, for the month ended March 31, 2026, pursuant to Rule 4.22 under the Commodity Exchange Act. The statement includes a Statement of Income (Loss) and Statement of Changes in Net Asset Value, furnished as Exhibit 99.1 and available on the registrant's website at www.uscfinvestments.com. No specific financial metrics are detailed in the filing itself.

• ·Registrant’s principal executive offices: 1850 Mt. Diablo Boulevard, Suite 640, Walnut Creek, California 94596; telephone: (510) 522-9600.
• ·Securities registered: Shares of United States 12 Month Natural Gas Fund, LP (UNL) on NYSE Arca, Inc.
• ·Information in Item 7.01 and Exhibit 99.1 not deemed 'filed' under Section 18 of the Exchange Act.

29-04-2026

Montz Harcus Wealth Management LLC filed its 13F-HR report disclosing 93 equity holdings totaling $247630501 as of March 31, 2026, all held with sole discretionary voting power. Top positions include Apple Inc. COM ($8747788), Microsoft Corp. COM ($5207903), Amazon.com Inc. COM ($4968281), and various SPDR and Invesco ETFs exceeding $15M each. The filing provides a snapshot of the firm's $247.6M portfolio with no prior period comparisons available.

• ·Filing covers period ending 03-31-2026, filed 04-29-2026
• ·All 93 holdings reported as SH SOLE with 0 shared voting or disposition power
• ·Significant ETF exposure including multiple SPDR and Dimensional ETF Trust positions

29-04-2026

Penske Automotive Group reported Q1 2026 revenue of $7,863.6 million, down 1.1% YoY from $7,953.8 million, with net income attributable to common stockholders of $234.5 million, down 9.0% from $257.7 million, and EPS of $3.56 versus $3.86. While retail automotive service and parts revenue reached a record $864 million, up 4.6% with same-store gross profit up 5.7%, commercial truck revenue declined to $694.6 million from $823.7 million due to lower unit sales of 3,583 versus 4,714. The company completed acquisitions of two Lexus dealerships expected to add $450 million in annualized revenue, repurchased 170,393 shares for $26.4 million, and maintained $1.3 billion in liquidity with a 1.8x leverage ratio.

• ·Adjusted net income decreased 16% to $200.6 million; adjusted EPS decreased 15% to $3.05.
• ·Sequential new vehicle gross profit per unit increased $94; used vehicle gross profit per unit increased $306 vs Q4 2025.
• ·Same-store retail automotive revenue increased 1% YoY; service and parts gross margin improved 60 bps to 59.0%.
• ·Retail commercial truck EBT $36.4 million vs $45.1 million YoY.
• ·Remaining share repurchase authorization: $221.2 million as of March 31, 2026.
• ·Leverage ratio 1.8x as of March 31, 2026.
• ·Cash: $84 million; credit availability: $1.2 billion as of March 31, 2026.

29-04-2026

KEP's 20-F annual report includes power trading results showing total volume of 545,192 GWh sold to KEPCO for ₩67,945 billion at an average unit price of 124.63 Won/kWh, with nuclear at 32.1% of volume but only 20.4% of sales value and renewables at 6.7% of both. Risks highlighted include volatility in Korean Allowance Units (KAU) prices, currently at ₩14,900 per ton as of March 24, 2026, potentially increasing compliance costs, and growth in direct PPAs totaling 836.7 MW which may erode electricity sales market share. No period-over-period comparisons are provided in the extracted data.

• ·KAU historical prices: ₩8,640/ton (early 2015), ₩42,500/ton (April 2020), ₩7,200/ton low (August 2023).
• ·Bituminous coal represents 29.9% of volume but 33.1% of sales value.
• ·Base load: 62.2% of volume, 53.7% of sales value.

29-04-2026

Armor Investment Advisors, LLC filed its 13F-HR report on April 29, 2026, disclosing a portfolio of 160 equity holdings valued at $277,512,491 as of March 31, 2026. The largest position is in J P MORGAN EXCHANGE TRADED F INCOME ETF at $25,021,309 (543,115 shares), followed by other significant ETF holdings such as ISHARES TR CORE UNIVRSL USD ($11,844,549) and VANGUARD BD INDEX FDS TOTAL BND MRKT ($11,244,224). No prior period comparisons or changes are provided in the filing.

• ·All positions reported as sole discretionary holdings (SH SOLE).
• ·Firm address: 4101 Lake Boone Trail, Suite 208, Raleigh, NC 27607.
• ·CIK: 0001694079

29-04-2026

AbCellera Biologics Inc. filed its DEF 14A proxy statement on April 29, 2026, for the virtual 2026 Annual Meeting of Shareholders on June 11, 2026, at 9:00 a.m. Pacific Time. Key proposals include electing two Class III directors to serve until the 2029 Annual Meeting, ratifying Ernst & Young LLP as independent auditor for the fiscal year ending December 31, 2026, and a non-binding advisory vote on named executive officer compensation. As of the record date April 15, 2026, 305,264,947 common shares were outstanding, all entitled to one vote per share.

• ·Annual Meeting held virtually at www.proxydocs.com/ABCL; control number required to attend and vote
• ·Notice of Internet Availability of Proxy Materials mailed on or about April 29, 2026
• ·Proxy materials and 2025 Annual Report available at www.proxydocs.com/ABCL and www.abcellera.com

29-04-2026

Franklin Electric Co., Inc. reported Q1 2026 net sales of $500,437 thousand, up 9.9% YoY from $455,247 thousand, with operating income increasing 9.0% to $48,085 thousand and net income attributable to the company rising 10.9% to $34,330 thousand (diluted EPS $0.77 vs. $0.67). However, restructuring expenses surged to $3,872 thousand from $159 thousand, net cash flows from operating activities worsened to -$40,875 thousand from -$19,468 thousand, and cash equivalents declined to $80,400 thousand from $99,662 thousand at year-end 2025. Comprehensive income attributable to the company fell to $36,322 thousand from $44,420 thousand due to lower foreign currency translation gains.

• ·Restructuring expense increased to $3,872 thousand in Q1 2026 from $159 thousand in Q1 2025.
• ·Cash paid for acquisitions was $430 thousand in Q1 2026 vs. $109,687 thousand in Q1 2025.
• ·Goodwill increased to $399,628 thousand as of March 31, 2026 from $398,127 thousand at December 31, 2025.

29-04-2026

Ford reported Q1 2026 revenue of $43.3 billion (+6% YoY) and adjusted EBIT of $3.5 billion (+$2.5B YoY), driven by a $1.3 billion one-time IEEPA tariff benefit, strong Ford Blue performance (EBIT $1.9 billion, +14% revenue), and Ford Pro EBIT of $1.7 billion; however, total wholesales declined 4% to 934,000 units, adjusted free cash flow was a use of $1.9 billion (worsening from -$1.5 billion), Ford Pro wholesales fell 10%, and Ford Model e posted a $777 million EBIT loss despite slight improvement. The company raised full-year adjusted EBIT guidance to $8.5-10.5 billion (from $8.0-10.0 billion) and declared a Q2 dividend of $0.15 per share. Ford Credit EBT rose to $783 million (+$203 million YoY).

• ·Renewed $18 billion corporate credit facilities.
• ·Annual meeting online at 8:30 a.m. ET on May 14, 2026.
• ·Conference call at 5:00 p.m. ET on April 29, 2026.
• ·Full-year capex guidance $9.5-10.5 billion, including $1.5 billion for Ford Energy.
• ·Ford Pro software subscriptions reached 879,000 (+30% YoY).
• ·Off-road performance trims account for nearly 25% of U.S. sales.

29-04-2026

Ultra Clean Holdings, Inc. (UCTT) reported Q1 2026 total revenues of $533.7M, up 2.9% YoY from $518.6M, with services growing 10.4% to $68.0M while products increased 1.9% to $465.7M. However, income from operations declined 11.6% to $11.4M, and net loss attributable to UCT widened to $17.9M from $5.0M due to a $19.2M tax provision versus $7.4M prior year. Cash and equivalents rose to $323.5M QoQ amid $600M convertible notes issuance, but operating cash flow turned negative at $(33.3)M from +$28.2M YoY, driven by $91.0M inventory build.

• ·Gross margin $84.4M (15.8% of revenues) vs $84.0M (16.2%) YoY.
• ·Provision for income taxes $19.2M vs $7.4M YoY.
• ·Treasury shares increased to 2.4M shares (cost $88.7M) from 1.7M ($48.4M) QoQ due to $40.3M repurchases.
• ·Deferred income taxes adjustment +$14.6M in operating cash flow.

29-04-2026

MYOMO, Inc. (MYO) filed a 10-K/A amendment to its Annual Report on April 29, 2026, for the fiscal year ended December 31, 2025. The filing details shares remaining available for issuance under the Amended 2018 Plan (excluding shares added via the automatic annual increase on January 1, 2026) and notes that RSUs are excluded from weighted average exercise price calculations. It lists exhibits including certifications by the Chief Principal Officer under Sarbanes-Oxley Sections 302 and 906, plus XBRL financial data and the Inline XBRL cover page.

• ·RSUs excluded from weighted average exercise price calculation.
• ·Amended 2018 Plan share reserve subject to adjustment in certain events.
• ·Exhibits include duplicate Chief Principal Officer certifications (31.1/31.2, 32.1/32.2).

29-04-2026

Weitzel Financial Services, Inc., based in Dubuque, IA, filed its 13F-HR report on April 29, 2026, disclosing 50 equity securities holdings as of March 31, 2026, with a total market value of $265384382. The portfolio consists primarily of ETFs with top positions in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF ($54000246), Vanguard FTSE Developed Markets Index Fund ETF Shares ($39628194), SCHWAB U.S. Dividend Equity ETF ($20955199), and includes smaller stakes in stocks such as NVIDIA Corp ($252075) and Tesla Inc ($473442). All reported holdings are under sole investment discretion and sole voting authority.

• ·All holdings reported with 0 shared voting authority and 0 voting authority none.
• ·Business address: 2200 John F. Kennedy Rd. Ste 103, Dubuque, IA 52002.
• ·Phone: 563-583-6020.

29-04-2026

Ardelyx, Inc. (ARDX) filed its definitive proxy statement for the 2026 Annual Meeting of Stockholders, to be held virtually on June 16, 2026, seeking approval for electing three Class III directors (Robert Bazemore, Muna Bhanji, R.Ph., and Richard Rodgers), an advisory 'Say-on-Pay' vote on NEO compensation, a vote on Say-on-Pay frequency (board recommends every one year), ratification of Ernst & Young LLP as auditors for FY 2026, and an amendment to increase shares under the Restated 2014 Equity Incentive Plan by 9,000,000 shares. The board emphasizes strong governance, including 100% independent committees, 95% average director attendance in 2025, pay-for-performance practices, and projected equity overhang of 26.3% in line with prior years. No performance declines or flat metrics are noted in the filing.

• ·Record date: April 22, 2026
• ·Voting deadline: 11:59 p.m. ET on June 15, 2026 (Internet/telephone/mail)
• ·Virtual meeting URL: www.virtualshareholdermeeting.com/ARDX2026
• ·All directors except CEO are independent; independent board chairperson
• ·No evergreen provisions in equity plan; stockholder vote required for share increases
• ·Minimum stock ownership policy for executives and directors adopted in late 2025

29-04-2026

Monte Rosa Therapeutics, Inc. (GLUE) filed a definitive proxy statement (DEF 14A) for its 2026 Annual Meeting of Stockholders, to be held virtually on June 11, 2026 at 8:30 a.m. ET via www.proxydocs.com/GLUE. The meeting agenda includes electing three Class II director nominees to serve until the 2029 annual meeting and ratifying Deloitte & Touche LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026. The record date is April 16, 2026, with 84,382,573 shares of common stock outstanding; proxy materials are available via notice and access model mailed on or about April 29, 2026.

• ·Annual Meeting registration deadline: June 9, 2026 at 5:00 p.m. Eastern Time
• ·Initial public offering occurred in June 2021
• ·Emerging growth company status ends at the earliest of: last day of FY following fifth anniversary of IPO, $1.235B annual gross revenue, $1B nonconvertible debt in prior three years, or large accelerated filer status
• ·Proxy materials and 2025 Annual Report available at www.proxydocs.com/GLUE and SEC website

29-04-2026

Glaukos Corporation reported record Q1 2026 net sales of $150.6 million, up 41% YoY on a reported basis (39% constant currency), with Glaucoma net sales at $129.3 million (+47% YoY) and U.S. Glaucoma at $93.5 million (+58% YoY), prompting raised full-year 2026 net sales guidance to $620 million to $635 million from prior $600 million to $620 million. However, SG&A expenses rose 32% to $92.9 million and R&D expenses increased 36% to $44.1 million, leading to a GAAP operating loss of $19.9 million (slightly improved from $20.7 million YoY) but GAAP net loss widened marginally to $19.8 million from $18.1 million YoY. Gross margin improved modestly to 78% (non-GAAP 84%) from 77% (82%) in the prior year.

• ·Company ended Q1 2026 with no debt.
• ·Q1 2026 GAAP net loss per diluted share ($0.34) vs. Q1 2025 ($0.32).
• ·Cash and cash equivalents $104.2 million; short-term investments $172.4 million as of March 31, 2026.
• ·Conference call held April 29, 2026 at 1:30 p.m. PT.

29-04-2026

Philip Morris International Inc. (PMI) issued $750,000,000 aggregate principal amount of 4.125% Notes due 2029 and $750,000,000 aggregate principal amount of 4.875% Notes due 2036 on April 29, 2026, pursuant to an Indenture with HSBC Bank USA, National Association. The issuance followed a Terms Agreement dated April 27, 2026, with underwriters including Barclays Capital Inc. and others. Net proceeds will be added to general funds for corporate purposes, potentially to repay commercial paper or refinance 0.875% Notes due 2026.

• ·Notes issued under Indenture dated April 25, 2008.
• ·2029 Notes mature April 27, 2029; interest payable semiannually on April 27 and October 27, commencing October 27, 2026.
• ·2036 Notes mature April 29, 2036; interest payable semiannually on April 29 and October 29, commencing October 29, 2026.
• ·Notes are senior unsecured obligations, redeemable in whole or in part at specified prices.
• ·Prospectus dated February 6, 2026, and Prospectus Supplement dated April 27, 2026 (Registration No. 333-293263).

29-04-2026

Stifel Financial Corp's DEF 14A proxy statement for the 2026 Annual Meeting discloses executive compensation policies, including deferred compensation grids mandating 0-40% deferrals based on incentive comp levels, risk inputs from CFO and Enterprise Risk Management in pay decisions, at-will employment for executives, double triggers for change-in-control vesting, and anti-hedging/pledging policies. It notes use of independent compensation consultants and 401(k) matches up to $1,000 ($3,000 for lower earners), with no specific named executive pay figures or performance metrics provided in the excerpt.

• ·Deferred comp for non-NEO employees in institutional/admin groups: 5-year ratable annual vesting.
• ·Commission-based deferrals in institutional group: up to 15% on specific products over thresholds.
• ·Double triggers required for accelerated vesting on change-in-control (termination post-CIC needed).
• ·No executive employment agreements; all at-will.
• ·Section 162(m) expansion to more covered employees effective 2027.
• ·Uses non-GAAP measures for PRSU calculations and NEO performance evaluation.

29-04-2026

Ford reported first-quarter 2026 revenue of $43.3 billion, up 6% YoY from $40.7 billion, net income of $2.5 billion, and adjusted EBIT of $3.5 billion, including a $1.3 billion one-time IEEPA tariff benefit, and raised full-year adjusted EBIT guidance to $8.5 billion to $10.5 billion. Ford Blue delivered strong EBIT of $1.942 billion on $23.9 billion revenue, while Ford Pro achieved $1.685 billion EBIT despite a 10% wholesales decline. However, adjusted free cash flow was a use of $1.9 billion (worsening from $1.5 billion use), Ford Model e reported a $777 million EBIT loss with flat revenue, and Ford Pro revenue fell 3% YoY.

• ·Second-quarter regular dividend of 15 cents per share declared April 28, 2026, payable June 1 to shareholders of record May 12.
• ·Full-year 2026 adjusted free cash flow guidance $5.0 billion to $6.0 billion; capital expenditures $9.5 billion to $10.5 billion including $1.5 billion for Ford Energy.
• ·Ford Credit EBT up $203 million YoY to $783 million.
• ·Annual meeting online May 14, 2026 at 8:30 a.m. ET.
• ·Renewed $18 billion corporate credit facilities.
• ·Assumes U.S. SAAR 16.0-16.5 million and flat industry pricing.

29-04-2026

Climb Global Solutions reported Q1 2026 net sales up 32% YoY to $182.4 million and gross billings up 14% to $542.8 million, fueled by double-digit organic growth, the Interworks acquisition, and strong distribution segment performance (+15%). However, net income declined to $3.3 million ($0.18 per diluted share) from $3.7 million ($0.20 per share), adjusted EBITDA rose modestly 4% to $7.9 million with margins contracting to 29.9%, and the board suspended quarterly dividends to prioritize growth investments.

• ·No outstanding debt as of March 31, 2026; $50 million revolving credit facility available.
• ·SG&A expenses increased to $20.3 million primarily due to investments in organic growth and infrastructure.
• ·Quarterly cash dividends suspended beginning Q1 2026 to support growth and M&A.
• ·Conference call scheduled for April 30, 2026, at 8:30 a.m. ET.
• ·Evaluated 39 net new brands and signed 2 in Q1 2026.

29-04-2026

Global Self Storage, Inc. (SELF) filed a DEFA14A on April 29, 2026, classified as Definitive Additional Materials under Schedule 14A of the Securities Exchange Act of 1934. This proxy statement supplement was filed by the registrant with no fee required. No financial metrics, performance data, or specific agenda items are detailed in the provided filing header.

• ·Filing Type: DEFA14A (Proxy Statement Pursuant to Section 14(a))
• ·Subcategory: Definitive Additional Materials
• ·Soliciting Material under §240.14a-12

29-04-2026

Elicio Therapeutics, Inc. filed a 10-K/A amendment on April 29, 2026, listing exhibits including multiple securities purchase agreements and notes with GKCC, LLC (dated 2023-2025), security and IP agreements, employment agreements for executives like Preetam Shah and Robert Connelly, equity incentive plans, a lease with RREF II 451D, LLC, an at-market issuance sales agreement with B. Riley Securities and others, and an exclusive patent license with MIT. The exhibits reference prior filings such as 8-Ks from 2023-2026 with no new financial metrics or performance data disclosed. This appears to be an update to material contracts without quantitative changes.

29-04-2026

Fidelity National Financial, Inc. (FNF) issued its DEF 14A proxy statement for the virtual Annual Meeting on June 10, 2026, seeking shareholder approval for electing four Class III directors, amending articles for annual director elections, advisory vote on 2025 executive compensation, and ratifying Ernst & Young LLP as auditors. The company reported strong 2025 performance with $14.3 billion in total revenue (excluding $160 million noncash gains) and $679 million in net earnings, while returning $2.5 billion in dividends and $1.3 billion in share repurchases to shareholders from 2021-2025. FNF maintains 70% ownership of F&G after distributing additional 16,280,204 F&G shares on December 31, 2025.

• ·Annual Meeting record date: April 13, 2026.
• ·Proxy materials first mailed on or about April 29, 2026.
• ·Board recommends 'FOR' all proposals: director elections (Proposal 1), amend articles for annual director elections (Proposal 2), say-on-pay (Proposal 3), and auditor ratification (Proposal 4).

29-04-2026

Teladoc Health reported First Quarter 2026 revenue of $613.8 million, down 2% year-over-year from $629.4 million, driven by a 2% increase in Integrated Care segment revenue to $395.4 million but a 9% decline in BetterHelp segment revenue to $218.4 million. Net loss improved 31% to $63.8 million or $0.36 per share from $93.0 million or $0.53 per share, while adjusted EBITDA remained essentially flat at $58.2 million. The company reaffirmed its full-year 2026 revenue outlook of $2,481-$2,576 million and highlighted progress in scaling insurance acceptance for BetterHelp.

• ·Cash flow from operations $9.5 million in Q1 2026, down from $15.9 million in Q1 2025
• ·Free cash flow outflow of $26.3 million in Q1 2026, worse than $15.7 million outflow in Q1 2025
• ·Full-year 2026 Integrated Care revenue growth outlook 0.80%-3.50%; BetterHelp (6.50%)-(1.00%)
• ·Q2 2026 BetterHelp revenue growth outlook (11.75%)-(5.25%)
• ·Restructuring costs $12.0 million in Q1 2026 primarily severance
• ·Total visits 4.4 million, down 2% YoY