S&P 500 Consumer Staples Sector SEC Filings — May 04, 2026

04-05-2026

Global Net Lease, Inc. (GNL) has entered into a definitive merger agreement to acquire Modiv Industrial, Inc. in an all-stock transaction with an enterprise value of approximately $535 million, offering Modiv common stockholders 1.975 GNL shares per Modiv share, equating to $18.82 per share—a 17% premium to Modiv's May 1, 2026 closing price and 28% to its unaffected price. The transaction is expected to be immediately 4% accretive to GNL's AFFO per share, leverage-neutral with $6 million in annual synergies, and extend GNL's weighted average lease term from 6.1 years to 7.0 years pro forma, while providing Modiv stockholders a 25% dividend increase. Closing is anticipated in Q3 2026, subject to Modiv stockholder approval, with GNL stockholders owning 89% of the combined entity.

• ·Transaction structured as all-stock, leverage-neutral; GNL to repay Modiv debt and preferred stock using revolver and cash on hand.
• ·Modiv portfolio: 45% investment-grade tenants (23% actual, 22% implied), geographically diversified across U.S. industrial markets.
• ·No changes to GNL executive management or Board; Modiv stockholder approval required, no GNL approval needed.
• ·Advisors: BMO Capital Markets (GNL financial), Truist Securities (Modiv financial).

04-05-2026

Mobia Medical, Inc. filed an S-1/A registration statement (No. 333-295160) on May 4, 2026, as part of its IPO process. The filing highlights a material weakness in internal controls over financial reporting, specifically in the review of inputs for net loss per share attributable to common stockholders, which led to revisions in the statement of operations for the year ended December 31, 2025. The company anticipates substantial increased legal, accounting, and compliance costs as a public company, no plans to pay dividends, and various anti-takeover provisions that could discourage changes in control.

• ·Material weakness remediation involves establishing controls over weighted-average shares outstanding and net loss per share calculation; not yet remediated.
• ·Subject to Section 404 of Sarbanes-Oxley Act requirements post-IPO, including formal assessment of internal controls starting with second annual 10-K.
• ·Anti-takeover provisions include classified board, blank check preferred stock, no stockholder action by written consent, and Section 203 of DGCL.
• ·No intention to pay cash dividends; returns limited to stock appreciation.
• ·Exclusive forum provisions designate Delaware Court of Chancery and U.S. federal courts for certain stockholder disputes.

04-05-2026

New Mountain Finance Corp reported stable adjusted net investment income of $32.2 million or $0.32 per share for Q1 2026, flat YoY, amid portfolio enhancements and a ~$470 million Secondary Sale completed on March 10, 2026. However, NAV per share declined to $10.92 from $11.52 at December 31, 2025, reflecting the sale, market movements in software loans, and net realized/unrealized losses leading to a $(0.51) per share loss from operations versus $0.22 profit in Q1 2025. The company repurchased ~$66 million of shares YTD at $8.01 average, announced $50 million additional repurchase authorization (remaining capacity ~$80 million), and reduced debt cost on Holdings Credit Facility.

• ·Portfolio composition: 64.7% First Lien, 16.6% Senior Loan Funds (SLP III & IV) & NMNLC, 19.7% other.
• ·91.4% of portfolio fair value rated Green on internal Risk Rating as of March 31, 2026.
• ·Weighted average YTM at Cost of 11.1% as of March 31, 2026.
• ·Reduced cost of debt from SOFR + 1.95% to SOFR + 1.85% on Holdings Credit Facility.
• ·$692.1 million available capacity on credit facilities as of March 31, 2026.
• ·Q2 2026 distribution of $0.25 per share payable June 30, 2026 to holders of record June 16, 2026.

04-05-2026

Helios Technologies, Inc. (HLIO) filed its 2026 Proxy Statement (DEF 14A) on May 04, 2026, disclosing details on executive compensation for Principal Executive Officer (PEO) Josef Matosevic and other named executive officers (NEOs), including equity awards granted, vested, and changes in fair value across fiscal years ending 2023, 2024, and January 3, 2026. The filing outlines robust governance policies such as an enhanced Clawback Policy adopted in 2023, Insider Trading Policy prohibiting hedging, Human Rights Policy, Conflict Minerals Policy, and Code of Conduct for Suppliers. It also details cybersecurity measures using the CIS Top 18 framework, monthly employee training, penetration testing, and commitments to sustainability and customer-focused innovations without highlighting any governance shortcomings.

• ·Fiscal year ended January 3, 2026
• ·Clawback Policy applies to current and former executive officers with a three-year recovery period for incentive-based compensation in case of accounting restatements
• ·Cybersecurity strategy includes CIS Top 18 framework, multi-factor authentication, Zero Trust principles, and penetration tests across all subsidiaries

04-05-2026

Barclays Commercial Mortgage Securities LLC announced the execution of an Underwriting Agreement dated April 30, 2026, for the issuance of Public Certificates with an aggregate initial principal amount of $472,934,000 and Private Certificates of $60,701,596, backed by 33 commercial mortgage loans forming BBCMS Mortgage Trust 2026-5C41, with closing scheduled for May 21, 2026. The trust involves multiple sponsors including Barclays Capital Real Estate Inc., BSPRT CMBS Finance LLC, Zions Bancorporation N.A., KeyBank National Association, and others, with Trimont LLC as master servicer and CWCapital Asset Management LLC as special servicer. No performance data or comparisons are provided as this pertains to a new securitization issuance.

• ·Pooling and Servicing Agreement dated and effective May 1, 2026.
• ·KeyBank National Association appointed as primary servicer for five mortgage loans representing 9.6% of initial pool balance via Primary Servicing Agreement dated May 1, 2026.
• ·Certain Whole Loans serviced under Non-Serviced PSAs (e.g., Compass Storage under Exhibit 4.2, HKB Portfolio under 4.3).

04-05-2026

Great Elm Capital Corp. (GECC) reported Q1 2026 NII of $5.0 million ($0.36 per share), up approximately 13% QoQ from $4.4 million ($0.31 per share), supported by a $2.8 million incentive fee waiver, while total investment income declined to $9.5 million from $12.6 million QoQ and NAV dropped to $7.74 per share ($107.5 million) from $8.07 ($112.9 million) due to $5.7 million in net unrealized losses. The Board appointed Jason Reese as CEO effective May 4, 2026, called or repurchased all $57.5 million GECCO notes due June 2026, repurchased ~1% of shares (0.1 million) for $0.5 million at a 36% discount to NAV, and declared a $0.25 per share Q2 dividend yielding 18% annualized on May 1 closing price. Liquidity is strong with ~$10 million cash/equivalents, $50 million revolver availability, and asset coverage at 161.8%.

• ·Less than 1% of investments on nonaccrual as of March 31 2026
• ·Asset coverage ratio 161.8% as of March 31 2026 (vs 158.1% Dec 31 2025)
• ·GECM waives all incentive fees through June 30 2026
• ·$1.2 million additional distribution from CoreWeave post quarter-end
• ·$9.5 million remaining capacity under share repurchase program
• ·Conference call scheduled May 5 2026 at 8:30 AM ET

04-05-2026

Powell Industries reported Q2 FY2026 revenues of $296.6 million, up 6% YoY from $278.6 million, driven by 35% growth in Commercial & Other Industrial, 14% in Electric Utility, and 11% in Oil & Gas, but partially offset by a 37% decline in Petrochemical revenues. New orders surged 97% to $490 million with a 1.7x book-to-bill ratio, boosting backlog 33% YoY to $1.8 billion, while gross profit rose 5% to $87.9 million (29.6% margin); however, net income fell 1% to $45.9 million due to higher SG&A and R&D expenses. Subsequent to quarter-end, the company secured its largest-ever order exceeding $400 million for a mega data center project.

• ·Six months ended March 31, 2026 revenues $547.8M, up from $520.1M prior year; net income $87.3M, up from $81.1M.
• ·Cash and short-term investments increased to $544.9M from $475.5M at September 30, 2025; working capital $561.1M.
• ·Three-for-one forward stock split effective April 2, 2026; all per-share amounts retroactively adjusted.
• ·Q2 book-to-bill ratio 1.7x; two mega orders (> $75M each) booked in quarter plus one subsequent > $400M.

04-05-2026

On April 29, 2026, BlackRock Private Credit Fund declared a regular distribution of $0.1921 gross per share across Institutional, Class S, and Class D shares of its common shares of beneficial interest. Net distributions after fees are $0.1921 for Institutional Shares (no fee), $0.1754 for Class S Shares (after $0.0167 fee), and $0.1872 for Class D Shares (after $0.0049 fee). The distribution will be paid on May 27, 2026, to shareholders of record on April 29, 2026, in cash or reinvested in Fund shares.

• ·Filing date: May 4, 2026
• ·Date of earliest event reported: April 29, 2026
• ·Record date: Close of business on April 29, 2026
• ·Payment date: May 27, 2026
• ·Fund address: 50 Hudson Yards, New York, New York 10001
• ·Registrant is an emerging growth company

04-05-2026

Reliance Global Group, Inc. formed LifeSci Global Group LLC (LGG), holding 51% ownership, with 49% owned by a management group tied to insiders Ezra Beyman and Scott Korman, to invest in healthcare companies; EIG advanced $500,000 under a $2M promissory note to fund LGG's initial minority investment of up to $2M in Innervate Radiopharmaceuticals LLC. The transactions, deemed related-party, were approved by independent directors. Board committee changes removed Scott Korman from Audit, Compensation, and Nominating committees to address conflicts, appointing independent members Alex Blumenfrucht and Ben Fruchtzweig.

• ·Promissory Note bears 7% per annum interest, compounded annually, due April 29, 2031 or earlier on default.
• ·LGG entitled to $4.75 per unit priority distribution from Innervate's Priority Review Voucher, liquidity event, or distributions, plus up to 210,526 warrants at $4.75 strike expiring October 31, 2029.
• ·Innervate investment via private placement under Rule 506(b) of Regulation D.

04-05-2026

Artificial Intelligence Technology Solutions Inc. (AITX) filed an 8-K on May 4, 2026, under Items 8.01 and 9.01, announcing the issuance of a press release titled 'AITX to Present at the LD Micro Invitational XVI,' attached as Exhibit 99.1. The information is furnished and not deemed filed or material under securities regulations. No financial or operational metrics were disclosed.

04-05-2026

Liftoff Mobile, Inc. filed Amendment No. 1 to its S-1 registration statement on May 4, 2026, for an initial public offering of common stock on Nasdaq under the symbol LFTO, with shares offered at an expected price between $ and $ per share and underwritten by Goldman Sachs, Jefferies, and Morgan Stanley among others. Demand Side Customers grew 21% YoY from 728 in 2024 to 881 in 2025 but slightly declined to 878 in the three months ended March 31, 2026, while apps integrated with its SDK increased 29% YoY to 163,708 and further to 167,814. The platform connects to over 1.4 billion daily active users worldwide in Q1 2026, with pre-IPO majority control by Blackstone affiliates.

• ·Emerging growth company status elected, with non-accelerated filer.
• ·Pre-IPO majority voting control by Blackstone affiliates; potential 'controlled company' post-IPO.
• ·Principal executive offices: 900 Middlefield Road, Redwood City, California 94063.
• ·Intends -for-1 forward stock split prior to offering closing.

04-05-2026

Cushman & Wakefield U.S. Borrower, LLC, a wholly-owned subsidiary of Cushman & Wakefield Ltd., elected on April 30, 2026, to partially redeem $100 million of its outstanding $650 million 6.750% Senior Secured Notes due May 2028. The redemption is scheduled for May 15, 2026, at 100% of the principal amount plus accrued and unpaid interest up to but excluding the redemption date. This action reduces the outstanding principal by approximately 15.4%, with no other performance metrics reported.

• ·Notification provided to Trustee on April 30, 2026.
• ·Redemption notice to be issued in accordance with the Indenture.
• ·This 8-K does not constitute an official notice of redemption.

04-05-2026

Norwegian Cruise Line Holdings reported strong Q1 2026 results with total revenue up 10% YoY to $2.3 billion, Adjusted EBITDA up 18% to $533 million exceeding guidance, and Adjusted EPS doubling to $0.23. However, the company lowered full-year 2026 guidance due to Middle East disruptions, softer demand especially in Europe, and being below the optimal booking curve, with Net Yield on a Constant Currency basis now expected down 3-5% and Adjusted EPS at $1.45-$1.79. Additional positives include $125 million in annualized SG&A savings and delivery of Norwegian Luna, but Net Yield declined 0.3% YoY in Q1.

• ·Net Leverage at 5.3x as of March 31, 2026.
• ·Fuel price per metric ton net of hedges $651 in Q1 2026 vs $687 in Q1 2025.
• ·51% of 2026 fuel consumption hedged at blended price $534 per metric ton.
• ·FY2026 newbuild-and-growth capex gross ~$2.9B, net of financing ~$1.3B.
• ·Q2 2026 Adjusted EBITDA guidance ~$632M.

04-05-2026

Y.D. More Investments Ltd, an Israeli investment manager, filed its quarterly 13F-HR on May 4, 2026, disclosing U.S. equity holdings as of March 31, 2026, primarily managed through wholly-owned subsidiaries for public investors in mutual funds, portfolios, and ETFs. Top positions include Amazon.com Inc ($28.5B), Invesco QQQ Trust ($25.4B in DFND1), Alphabet Inc Class C ($20.0B), and Meta Platforms Inc Class A ($19.2B), reflecting a heavy tilt toward large-cap tech and ETFs. The filer disclaims beneficial ownership of these securities.

• ·Filing period end date: 2026-03-31
• ·Filed as of date: 2026-05-04
• ·Business address: 2 Ben Guryon Rd., Ramat Gan L3 5257334, Israel
• ·SEC file number: 028-22814
• ·Holdings include over 200 U.S. equity positions across tech, ETFs, and industrials
• ·Economic interest held for benefit of public investors in managed funds and ETFs

04-05-2026

Glaukos Corporation (GKOS) filed an 8-K on May 4, 2026, under Items 7.01 (Regulation FD Disclosure) and 9.01, announcing an Investor Presentation dated May 2026 attached as Exhibit 99.1. The presentation will be used in investor meetings and is available on the company's investor website at http://investors.glaukos.com. Information in Item 7.01 and Exhibit 99.1 is not deemed filed under the Exchange Act.

04-05-2026

Krystal Biotech, Inc. announced its financial results for the quarter ended March 31, 2026, in a press release attached as Exhibit 99.1 to this Form 8-K filing dated May 4, 2026. The announcement was made under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits). Specific financial metrics are detailed in the referenced press release, which is not deemed 'filed' for SEC purposes.

• ·Filing date: May 4, 2026
• ·Report covers quarter ending March 31, 2026
• ·Principal executive offices: 2100 Wharton Street, Suite 701, Pittsburgh, Pennsylvania 15203
• ·Telephone: (412) 586-5830
• ·Common Stock trading symbol: KRYS on Nasdaq Global Select Market

04-05-2026

ADMA Biologics, Inc. announced on May 4, 2026, that the U.S. FDA approved the label expansion supplemental Biologics License Application for ASCENIVTM to include pediatric immune compromised patients two years of age and older. The press release detailing this approval is attached as Exhibit 99.1.

• ·Filing includes Exhibit 99.1: Press Release dated May 4, 2026
• ·Registrant details: Delaware incorporation, Commission File Number 001-36728, IRS EIN 56-2590442, address 465 State Route 17, Ramsey, New Jersey 07446

04-05-2026

Apellis Pharmaceuticals, Inc. amended and restated its Executive Separation Benefits and Retention Plan (A&R Separation Benefits Plan) effective upon the closing of its merger with Biogen Inc., as per the Merger Agreement. The amendments accelerate vesting of Converted Options and Converted RSU Awards for participants, including named executive officers, upon termination without cause or resignation for good reason, and modify the 'Good Reason' definition for C-Level Officers to not exclude changes due to becoming a subsidiary. No financial impacts or performance metrics are disclosed in the filing.

• ·Amendments apply to all participants including named executive officers.
• ·Plan effective on Closing Date of Merger Agreement.
• ·Date of earliest event: April 28, 2026; Filing Date: May 4, 2026.

04-05-2026

For Q1 2026, Boardwalk Pipeline Partners reported total operating revenues of $623.1M, up 0.7% YoY from $618.6M, with transportation revenues rising 5.4% to $416.4M and storage up 17.6% to $62.0M, but product sales declined sharply 18.7% to $124.1M. Net income grew 2.5% YoY to $211.7M, while operating income increased 1.5% to $248.2M. However, QoQ total assets fell 3.9% to $10,109.2M from $10,513.4M, cash equivalents dropped 34.0% to $329.6M amid $550.0M debt repayment, and capital expenditures rose significantly to $143.6M.

• ·Operating cash flow increased slightly 0.8% YoY to $245.9M from $243.9M.
• ·Net cash used in financing activities was $625.2M in Q1 2026 vs $74.4M in Q1 2025, driven by debt repayment.
• ·Firm service revenues from contracts with customers: Natural Gas $405.9M, Natural Gas Liquids $134.3M, Total $540.2M.

04-05-2026

DiamondRock Hospitality Company completed the sale of its leasehold interest in the 189-room Courtyard by Marriott New York Manhattan/Fifth Avenue for $33.0 million on May 1, 2026. The company issued a press release (Exhibit 99.1) and an investor slide presentation (Exhibit 99.2) on May 4, 2026, announcing the transaction under Regulation FD. This divestiture generates $33.0 million in cash proceeds with no other performance metrics or declines reported.

• ·Filing date: May 4, 2026
• ·Date of earliest event reported: May 1, 2026
• ·Exhibits include Press Release (99.1) and Investor Presentation (99.2)

04-05-2026

Eagle Bancorp Montana, Inc. announced via 8-K that its executive officers will make presentations to institutional investors during the first full week of May 2026. Investor presentation materials are furnished as Exhibit 99.1 under Item 7.01. This disclosure is not deemed filed for liability purposes under the Securities Exchange Act.

• ·Filing Date: May 4, 2026
• ·Date of Earliest Event Reported: May 4, 2026
• ·Securities: Common Stock, par value $0.01 per share (EBMT) on NASDAQ Global Market
• ·Principal Executive Offices: 1400 Prospect Ave., Helena, MT 59601
• ·Telephone: (406) 442-3080

04-05-2026

Montaka Global Pty Ltd, an institutional investment manager based in Sydney, Australia, filed a 13F-HR report disclosing holdings in 21 equity securities with a total market value of $167,298,667 as of March 31, 2026. Top positions include Amazon.com Inc ($20,434,203), Microsoft Corp ($18,075,771), Meta Platforms Inc ($15,058,462), Alphabet Inc ($14,451,328), and KKR & Co Inc ($12,314,155), reflecting a focus on technology and financial services. All reported positions are held solely with full discretionary voting authority and no other managers.

• ·Filing submitted on May 04, 2026, for period ending March 31, 2026
• ·All positions reported as SH SOLE (sole discretionary voting authority) with no put/call options or other managers
• ·Firm's address: Suite 18.02, Level 18, 25 Bligh Street, Sydney, Australia

04-05-2026

Cooke & Bieler LP filed its quarterly 13F-HR on May 4, 2026, for the period ended March 31, 2026, disclosing a portfolio consisting of 152 holdings with a total market value of $8,841,610,557. The filing details sole discretionary shares and other managed shares across various companies, including significant positions in Aramark (3,008,097 sole shares valued at $121,948,252), Arch Capital Group (1,864,242 sole shares valued at $178,948,590), and Bank of America (1,302,494 sole shares valued at $63,496,583). No prior period comparisons or performance metrics are provided in the filing.

• ·Filing CIK: 0000024386
• ·SEC File Number: 028-00268
• ·Business address: 2001 Market Street, Suite 4000, Philadelphia, PA 19103
• ·Phone: 215-246-2052

04-05-2026

ExxonMobil's Q1 2026 total revenues and other income rose 2.4% YoY to $85,138 million, supported by higher sales and operating revenue of $83,161 million. However, net income attributable to ExxonMobil plummeted 45.8% YoY to $4,183 million from $7,713 million, driven by sharply higher crude oil and product purchases ($51,802 million, up 10.7%) and depreciation ($6,771 million, up 18.8%), with Energy Products Non-U.S. reporting a $1,923 million segment loss. Cash provided by operating activities also declined 32.8% to $8,705 million, while the company continued substantial share repurchases ($4,868 million) and dividends ($4,334 million, flat YoY).

• ·Upstream segment income $5,737 million (U.S. $1,574 million, Non-U.S. $4,163 million)
• ·Energy Products segment income -$1,262 million (U.S. $661 million, Non-U.S. -$1,923 million)
• ·Chemical Products segment income $110 million (U.S. $319 million, Non-U.S. -$209 million)
• ·Specialty Products segment income $651 million (U.S. $274 million, Non-U.S. $377 million)
• ·Corporate and Financing income (loss) -$1,053 million
• ·Common stock held in treasury: 3,874 million shares as of March 31, 2026

04-05-2026

Bridgeline Digital, Inc. (BLIN) filed an 8-K on May 4, 2026, furnishing two press releases under Item 7.01: Exhibit 99.1 dated April 28, 2026, and Exhibit 99.2 dated April 30, 2026. The filing, signed by CFO Thomas R. Windhausen, relates to the earliest event on April 28, 2026, and is not deemed filed under Section 18 of the Exchange Act.

04-05-2026

Diamondback Energy reported Q1 2026 average oil production of 521.0 MBO/d (979.4 MBOE/d), net cash from operations of $1.8 billion, and Adjusted Free Cash Flow of $1.7 billion, while repurchasing 3.3 million shares for $548 million and raising the base dividend 10% YoY to $1.10 per share. However, realized combined price per BOE declined YoY to $43.40 from $47.77, cash costs per BOE rose slightly QoQ to $11.26, and Q1 cash capex of $933 million was marginally lower than $942 million YoY. The company raised full-year 2026 oil production guidance to 520+ MBO/d (~5% organic YoY growth) and capex to ~$3.90 billion, repaid its $550 million term loan, and retired $777 million in notes via tender offer.

• ·Standalone liquidity of $2,646M at March 31, 2026 including $2,500M credit facility availability.
• ·Q2 2026 oil production guidance: 515-525 MBO/d (950-990 MBOE/d).
• ·Updated FY2026 net lateral footage completed guidance: 6,100-6,500 thousand feet (raised from 5,900-6,300).
• ·Share repurchase authorization remaining: $2.1B as of May 1, 2026.

04-05-2026

Q1 2026 revenue grew 2% YoY to $7.3 billion, with DTC revenue up 11% to $2.4 billion and Paramount+ adding 0.7 million subscribers (1.9 million excluding international hard bundle exits), while TV Media adj. EBITDA increased 11% to $1.1 billion despite revenue headwinds offset by cost discipline. The company reaffirmed its full-year 2026 outlook of $30 billion revenue and $3.8 billion adj. EBITDA, and made significant progress on the Warner Bros. Discovery acquisition, including $10 billion debt financing, $49 billion bridge syndication, and shareholder approval. Streaming content successes like Landman and The Madison drove engagement, but overall revenue growth remained modest.

• ·Scream 7 surpassed $200 million globally, highest-grossing in franchise history.
• ·Pluto TV: 65% of U.S. viewing minutes from registered users, VOD hours per user up 60%.
• ·80% of engineering organization adopted code-assist technologies, cutting approval times by more than half.
• ·CBS holds 13 of top 20 primetime series, including all four top new series.
• ·Paramount+ access to ~14,000 hours of sports content in 2026.

04-05-2026

G-III Apparel Group's Compensation Committee awarded performance share units (PSUs) to five Named Executive Officers under the 2023 Long-Term Incentive Plan, totaling 259,115 PSUs, with vesting tied to three-year performance metrics for fiscal 2027-2029. Vesting is weighted 75% on cumulative Adjusted EBIT and 25% on average ROIC (after 28.5% hypothetical tax), adjustable from 0% to 150% of target based on achievement levels. Settlement of vested PSUs will occur on or within 90 days after April 15, 2029, subject to continued service.

• ·PSU vesting requires achievement of minimum thresholds for each metric; none vest if below minimum.
• ·Adjustments to GAAP results may apply for Adjusted EBIT and ROIC calculations in specified situations.
• ·PSU share count adjustable for stock splits, dividends, and other extraordinary corporate events.

04-05-2026

Wellgistics Health, Inc. filed Amendment No. 1 to its Form 8-K on May 4, 2026, correcting the Date of Report to February 9, 2026, and restating Item 1.01 to disclose entry into an Amended Settlement Agreement with Silverback Capital Corporation. This amends a prior Settlement Agreement referenced in the original filing. No financial terms or impacts are detailed in the amendment.

• ·Original 8-K filed on February 13, 2026
• ·Company address: 3000 Bayport Drive Suite 950, Tampa, FL 33607

04-05-2026

Monolithic Power Systems Inc. reported Q1 2026 revenue of $804,185 thousand, up 26.2% YoY from $637,554 thousand, driven by gross profit growth of 26.0% to $445,065 thousand and operating income surging 42.8% to $241,152 thousand, resulting in net income of $193,226 thousand, a 43.1% YoY increase. However, cash and cash equivalents decreased 3.3% QoQ to $1,062,930 thousand from $1,099,302 thousand, and net cash from operating activities dipped 2.4% YoY to $250,253 thousand from $256,387 thousand. Total assets grew 6.1% QoQ to $4,448,866 thousand.

• ·Dividends declared at $2.00 per share, totaling $99,281 thousand.
• ·Stock-based compensation expense of $41,098 thousand in Q1 2026, down from $52,806 thousand in Q1 2025.
• ·Property and equipment purchases of $70,849 thousand in Q1 2026, up from $40,342 thousand YoY.
• ·Inventories increased 9.7% QoQ to $619,159 thousand.
• ·Basic EPS of $3.94, up from $2.82 YoY.

04-05-2026

The UCLA Foundation filed its Form 13F-HR on May 4, 2026, reporting equity holdings as of March 31, 2026. The filing discloses 0 shares held solely in SPDR S&P 500 ETF Trust (CUSIP: 78462F103), with no other positions or values detailed. This indicates no reportable holdings above disclosure thresholds for the quarter.

• ·Filer CIK: 0001735775
• ·SEC File Number: 028-24727
• ·Business Address: 10889 Wilshire Blvd. Suite 1100, Los Angeles, CA 90024
• ·Mail Address: 12400 Wilshire Blvd. Suite 1000, Los Angeles, CA 90025
• ·EIN: 952250801

04-05-2026

Calamos Wealth Management LLC disclosed its 13F-HR holdings report for the quarter ended March 31, 2026, revealing a portfolio valued at $2,906,641,176 across 546 positions. Top holdings include Apple Inc. ($207,827,598 value, 818,896 shares), Alphabet Inc. Cap Stk Cl A ($102,496,200 value, 356,434 shares), and Amazon.com Inc. ($79,490,619 value, 381,671 shares), with significant allocations to technology stocks and various Calamos ETFs. The report shows sole voting authority for most positions and minor put/call options.

• ·Filing date: May 04, 2026
• ·Report period end: March 31, 2026
• ·Business address: 2020 Calamos Court, Naperville, IL 60563
• ·Includes minor put options on Apple Inc. (800 shares) and Broadcom Inc. (800 shares)

04-05-2026

Calamos Advisors LLC filed its quarterly 13F-HR on May 4, 2026, disclosing holdings as of March 31, 2026, across 1269 positions primarily in equities, convertible notes, and warrants. Top holdings include Apple Inc ($1,212,810,366), Alphabet Inc CAP STK CL A ($735,639,769), Amazon.com Inc ($709,338,463), Alphabet Inc CAP STK CL C ($287,396,728), and Alibaba Group HLDG LTD NOTE 0.500% ($262,411,976). The portfolio features significant exposure to technology giants alongside diversified positions in financials, healthcare, and SPACs.

• ·Filing covers period ending 03-31-2026
• ·Includes positions in Calamos Wealth Management LLC and related entities
• ·Portfolio mixes sole discretion holdings, other traded reports, calls, puts, and principal notes

04-05-2026

Fell Capital Management /ADV filed its 13F-HR on May 4, 2026, disclosing $104,782,221 in holdings as of March 31, 2026, across 91 positions, all with sole discretionary voting authority. Top holdings include Apple Inc. ($5,416,386 for 21,342 shares), SPDR S&P 500 ETF Trust ($5,310,026 for 8,165 shares), and iShares Russell 2000 Growth ETF ($4,425,976 for 14,104 shares). The portfolio is diversified across equities like Alphabet, Amazon, and Microsoft, and various ETFs including fixed income and sector funds.

• ·All 91 positions held as SH SOLE with no shared or other manager authority
• ·Portfolio address: 4425 Jamboree Rd #125, Newport Beach, CA 92660
• ·Central Index Key: 0000850601

04-05-2026

For the three months ended March 31, 2026, The Williams Companies, Inc. reported total revenues of $3,030 million, slightly down 0.6% YoY from $3,048 million amid larger commodity derivative losses of $359 million (vs. $62 million), but operating income rose 21% to $1,321 million due to a $182 million gain on asset sales and lower product costs of $543 million (down from $615 million). Net income increased 25% to $912 million from $729 million, though interest expense grew to $376 million from $349 million. Transco/NWP subsidiary showed strong YoY growth with revenues up 10% to $847 million and net income up 20% to $384 million, while depreciation expense was slightly down to $144 million from $149 million.

• ·Cash and cash equivalents increased to $950 million from $63 million QoQ for Williams.
• ·Long-term debt increased to $30,054 million from $27,316 million QoQ for Williams.
• ·Capital expenditures rose to $1,359 million from $1,012 million YoY for Williams.
• ·Proceeds from long-term debt $2,768 million in Q1 2026 for Williams.
• ·Assets held for sale reduced to $0 from $318 million QoQ for Williams.
• ·Transco/NWP total assets $17,222 million up from $16,864 million QoQ.
• ·Transco/NWP member's equity $8,712 million up from $8,391 million QoQ.
• ·Williams filing date May 04, 2026 for period ended March 31, 2026.

04-05-2026

JELD-WEN reported Q1 2026 net revenues of $722.1 million, down 6.9% YoY from $776.0 million, driven by a 10% decline in Core Revenues due to lower volume/mix, though partially offset by favorable FX; Adjusted EBITDA fell to $6.1 million from $21.9 million, with North America down 76.7% to $3.6 million while Europe declined 33.6% to $7.1 million despite 9.8% revenue growth. Net loss improved to ($76.8) million or ($0.90) per share from ($190.1) million or ($2.24) per share due to prior-year impairment absence; full-year 2026 guidance updated to $3.05-$3.2 billion in revenue (Core down 3-6%) and $100-$150 million Adjusted EBITDA, unchanged.

• ·Adjusted EPS for Q1 2026 was ($0.50) vs ($0.17) in Q1 2025.
• ·Free Cash Flow used was ($117.3) million in Q1 2026 vs ($125.4) million in Q1 2025.
• ·Expected FY2026 operating cash flow ~$40 million.
• ·Conference call scheduled for May 5, 2026 at 8 a.m. ET.

04-05-2026

Alamo Group reported Q1 2026 net sales of $417.1M, up 6.7% YoY from $391.0M, driven by 7.0% growth in Vegetation Management ($175.4M) and 6.5% in Industrial Equipment ($241.7M); however, operating income declined 5.2% to $42.2M and net income fell 8.2% to $29.2M due to higher SG&A and interest expenses. The company completed an acquisition for $166.6M total consideration, boosting total assets to $1.73B from $1.61B QoQ but contributing to a cash burn with operating cash flow at $(23.5M) versus $14.2M YoY and cash dropping to $195.2M from $309.7M QoQ.

• ·Dividends declared increased to $0.34 per share from $0.30 YoY.
• ·Long-term debt rose to $275.5M from $190.7M QoQ due to acquisition financing.
• ·Net cash used in operating activities was $23.5M versus $14.2M provided YoY, driven by increases in accounts receivable ($53.4M) and inventories ($23.1M).

04-05-2026

For Q1 2026, Pulmonx Corp reported revenue of $20,586 thousand, down 8.6% YoY from $22,538 thousand, with gross profit slightly declining 1.8% to $16,044 thousand. Operating expenses decreased 6.2% YoY to $29,000 thousand, leading to a narrower operating loss of $12,956 thousand (11.0% improvement in magnitude) and net loss of $13,654 thousand (5.5% narrower YoY). Cash and equivalents fell to $61,572 thousand QoQ from $69,751 thousand amid $10,097 thousand used in operations (23.6% less YoY cash burn).

• ·Total assets decreased to $119,966 thousand from $129,291 thousand QoQ.
• ·Stockholders’ equity declined to $45,761 thousand from $54,116 thousand QoQ.
• ·Long-term debt slightly increased to $37,209 thousand from $36,989 thousand QoQ following $37M repayment and $38.8M new proceeds.
• ·Stock-based compensation expense $4,136 thousand in Q1 2026.

04-05-2026

On May 1, 2026, the Board of Directors of SmartStop Self Storage REIT, Inc. declared a monthly dividend of $0.13589041 per share for Common Stock in May 2026, reflecting a targeted annualized dividend of $1.60 per share. The record date is May 29, 2026, and the payment date is June 15, 2026. No comparative financial metrics or performance declines were disclosed in the filing.

• ·Trading symbol: SMA on New York Stock Exchange
• ·Filing date: May 04, 2026

04-05-2026

Hubbell Incorporated (NYSE: HUBB) announced a definitive agreement to acquire NSI Industries, a leading manufacturer of electrical fittings, connectors, components, and wire management products, for $3.0 billion in cash, representing ~15.5x anticipated 2026 EBITDA. The acquisition is expected to be accretive to Hubbell's adjusted EPS in 2026 and enhance its Electrical Solutions portfolio, with NSI anticipating ~$570 million in 2026 revenue; Hubbell's 2025 revenues were $5.8 billion. The deal is set to close mid-2026, financed by cash on hand, debt, and committed bridge financing, subject to regulatory approvals.

• ·Transaction anticipated to close mid-2026, subject to customary closing conditions including regulatory approvals.
• ·Financing via cash on hand, debt, and fully committed bridge from JPMorgan Chase Bank, N.A., Bank of America, N.A., and HSBC Bank USA, N.A.
• ·Advisors: Harris Williams (financial, Hubbell), Wachtell, Lipton, Rosen & Katz (legal, Hubbell), Lincoln International LLC (financial, NSI/Sentinel), Kirkland & Ellis LLP (legal, NSI/Sentinel).

04-05-2026

West Enclave Merger Corp., a blank check SPAC, announced the pricing of its $100 Million initial public offering of 10,000,000 units at $10.00 per unit, with trading expected to commence on NYSE under 'WENC U' on April 30, 2026. The offering, led by EarlyBirdCapital, Inc. as sole book-running manager, is set to close on or about May 1, 2026, subject to customary conditions, with underwriters granted a 45-day option for up to 1,500,000 additional units. The Company focuses on business combinations with high-quality targets in Latin America or U.S. businesses benefiting from U.S.-Latin America economic ties, particularly Mexico.

• ·Units expected to separate trade with ordinary shares under 'WENC' and rights under 'WENC RT'.
• ·Registration statement effective April 29, 2026.
• ·45-day underwriter option to cover over-allotments.

04-05-2026

GCL Global Holdings Ltd reported revenues of $142,072,586 for the year ended March 31, 2025, up 45.7% YoY from $97,534,701, driven by 35.4% growth in console game, hardware, and accessories and explosive 434.2% increase in game publishing to $23,757,232. However, console segment gross profit margin declined 27.8% to 6.0%, media advertising revenues fell 17.6%, and operating cash flow turned negative at $(10,308,634). Net income swung to a profit of $5,049,421 from a $1,960,956 loss in 2024.

• ·Net cash provided by financing activities FY2025: $33,557,446
• ·Net change in cash FY2025: $17,044,978 increase
• ·Income tax expense FY2025 increased 2017.9% to $1,128,672
• ·FY2024 revenues grew 25.9% from FY2023, but operating income swung to loss of $(2,394,072) from profit

04-05-2026

Mobile Global Esports Inc. entered into a Securities Purchase Agreement dated May 1, 2026, for the issuance and sale of a 6% convertible redeemable note with an aggregate principal amount of $130,000 (purchase price of $117,000 after a $13,000 original issue discount) to an accredited investor, convertible into shares of common stock. The closing occurred on or about April 29, 2026, in reliance on exemptions from securities registration under the 1933 Act. The company acknowledges the potentially dilutive effect of conversion shares on existing shareholders, with no other performance metrics reported.

• ·Agreement relies on exemptions from registration under the Securities Act of 1933
• ·Buyer represents as an accredited investor with no present intent for public resale
• ·Company headquartered at 500 Post Road East, Westport, CT 06880
• ·Note issuance authorized by Board of Directors; no shareholder approval required
• ·Closing via wire transfer of immediately available funds