S&P 500 Consumer Staples Sector SEC Filings — May 06, 2026

06-05-2026

Apellis Pharmaceuticals amended its Schedule 14D-9 to supplement disclosures amid stockholder complaints (denied as meritless) regarding Biogen's tender offer to acquire all shares for $41.00 in cash per share plus a non-transferable CVR worth up to $4.00 upon milestones. Updated projections across Scenarios A, B, and C show revenue growing from $740M in 9M'26E to peaks of $2.2B-$5.6B by 2035-2040 before sharp declines to near-zero by 2050E due to apparent patent cliffs. Fairness opinion analyses, including comps implying $25-$48 per share equity value, support the transaction.

• ·Three stockholder complaints filed in New York and Massachusetts courts alleging omissions in Schedule 14D-9 and/or Schedule TO; Apellis denies merit and supplements solely to avoid delay.
• ·Confidentiality agreement with Biogen dated November 1, 2024, included 12-month standstill falling away on change-of-control agreement.
• ·No compensation arrangements discussed for Apellis executives post-transaction as of filing.
• ·Unlevered Free Cash Flow turns positive in 2028E across scenarios but declines sharply post-2040E.
• ·Selected comps EV/2029E Revenue multiples range from 1.8x (Corcept) to 5.8x (Krystal Biotech).

06-05-2026

General Mills (NYSE: GIS) promoted Dana McNabb to Chief Operating Officer, effective June 1, 2026, while also appointing her to the Board of Directors; she will report to Chairman and CEO Jeff Harmening and oversee all operating segments including International, North America Foodservice, Digital & Technology, Innovation, Supply Chain, and others. McNabb brings extensive experience, having served as Group President of North America Retail since 2024 and North America Pet since 2025, with prior roles in strategy, Europe & Australia, U.S. Cereal, and global marketing. The company reported fiscal 2025 net sales of $19 billion and share of non-consolidated joint venture net sales of $1 billion.

• ·McNabb started her General Mills career in Canada in 1999.
• ·Previous roles include Chief Strategy & Growth Officer; Group President, Europe & Australia; President, U.S. Cereal; Vice President, Global Marketing for CPW.
• ·Holds bachelor's degree in commerce from University of Ottawa and master's in business administration from London School of Business.

06-05-2026

Elanco Animal Health reported Q1 2026 revenue of $1,371 million, up 15% YoY (10% organic constant currency), driven by 12% Pet Health growth and 18% Farm Animal growth, with Adjusted EBITDA up 21% to $334 million (margin 24.5%). However, reported net income fell 15% to $57 million and adjusted gross margin declined 40 basis points to 57.0%. The company raised FY2026 guidance to revenue $5,010-$5,085 million (5-7% organic CC growth), Adjusted EBITDA $975-$1,005 million, Adjusted EPS $1.03-$1.09, and improved year-end net leverage target to 3.0x-3.2x Adjusted EBITDA, while closing the AHV International acquisition.

• ·Credelio Quattro achieved 53% share in U.S. clinics that carry it, up 13 points QoQ; penetrated over 40% of U.S. clinic base.
• ·Zenrelia achieved trailing 4-quarter blockbuster status; treated over 2 million dogs; U.S. JAK market share up 5 points QoQ.
• ·Net leverage ratio 3.5x as of March 31, 2026, down 0.1x from Dec 31, 2025.
• ·Cash provided by operations $13 million in Q1 2026 vs. used $4 million in Q1 2025.
• ·Q2 2026 guidance: Revenue $1,300-$1,325 million (4-6% organic CC growth); Adjusted EBITDA $240-$260 million; Adjusted EPS $0.25-$0.28.
• ·Closed acquisition of AHV International on April 30, 2026.
• ·Advantage Collar for Dogs launched in April 2026.

06-05-2026

Clear Channel Outdoor Holdings reported first quarter 2026 consolidated revenue of $373,864 thousand, up 11.9% YoY from $334,180 thousand, with strong growth in America (+9.6% to $278,487 thousand) and Airports (+19.1% to $95,226 thousand), and Adjusted EBITDA rising 31.0% to $103,847 thousand. However, loss from continuing operations was $49,447 thousand (improved 10.6% from $55,302 thousand), consolidated net loss was $47,994 thousand versus prior-year net income of $63,213 thousand, and corporate expenses increased 55.8% to $30,818 thousand. The company provided an update on its pending take-private merger by affiliates of Mubadala Capital and TWG Global at $2.43 per share, expected to close by end of Q3 2026, with no earnings call or guidance due to the merger.

• ·Special meeting of stockholders scheduled for May 12, 2026 to vote on Merger Agreement.
• ·Hart-Scott-Rodino waiting period expired April 9, 2026.
• ·Cash and cash equivalents $195.5 million as of March 31, 2026 (including discontinued operations).
• ·Net debt $4,922,869 thousand as of March 31, 2026.
• ·Expected cash interest: $308 million for remainder of 2026, $391 million in 2027.
• ·Next significant debt maturities in 2028: $899.3 million 7.750% Senior Notes and $425.0 million Term Loan Facility.
• ·Operates in 81 U.S. DMAs, including 43 of top 50.

06-05-2026

Deluxe reported Q1 2026 revenue of $538.1 million, up 0.3% YoY on reported basis but 2.7% on comparable adjusted basis, driven by strong growth in Data Solutions (+26.3% to $97.5 million) and Merchant Services (+7.2% to $104.9 million); however, the Print segment declined 10.0% YoY to $262.2 million. Comparable adjusted EBITDA rose 19.7% to $117.9 million with margin expansion to 21.9%, net income improved to $35.8 million from $14.0 million, and total debt was reduced by $32.3 million. The company updated full-year 2026 outlook post-Safeguard divestiture, expecting revenue of $1.985-$2.050 billion (-1% to +2% comparable adjusted growth) and free cash flow of ~$200 million (+14% vs 2025).

• ·Quarterly dividend of $0.30 per share, payable June 2, 2026 to shareholders of record May 19, 2026.
• ·FY 2026 adjusted EBITDA outlook: $430-$455 million (+4% to +10% comparable adjusted growth).
• ·FY 2026 adjusted diluted EPS outlook: $3.60-$4.00 (+9% to +21% comparable adjusted growth).
• ·Data Solutions adjusted EBITDA margin declined to 23.4% from 25.5% YoY.
• ·Print adjusted EBITDA declined to $85.7 million from $90.8 million YoY.

06-05-2026

Clear Secure, Inc. reported Q1 2026 revenue of $253.0 million, up 19.7% YoY, with Total Bookings of $291.7 million surging 40.8% YoY; operating income rose to $62.0 million (24.5% margin), net income to $56.4 million (22.3% margin), and Adjusted EBITDA to $80.6 million (31.9% margin, +720 bps YoY). Total CLEAR Members reached 41.0 million (+31.3% YoY) and Active CLEAR+ Members hit 8.2 million (+13.0% YoY), while net cash from operating activities jumped to $190.4 million. The company returned $56.4 million to shareholders via dividends and repurchases, raised FY 2026 Free Cash Flow guidance to at least $465 million (+35.5% YoY), and provided Q2 guidance of $268-271 million revenue (+22.8% YoY at midpoint).

• ·Cost of direct salaries and benefits decreased to $48.3 million from $50.7 million YoY.
• ·Q1 2026 basic EPS Class A: $0.39 (up from $0.26).
• ·Quarterly dividend $0.15 per share payable June 24, 2026.
• ·Total assets $1,422.2 million as of March 31, 2026 (up from $1,303.4 million Dec 31, 2025).

06-05-2026

Barrel Energy Inc. dismissed Fruci & Associates II, PLLC as its independent registered public accounting firm on April 28, 2026, following their audits of fiscal years 2023 and 2024 and review of financials through September 30, 2025. The Company engaged Shah Teelani & Associates Chartered Accountants on April 21, 2026, to audit the fiscal year ended December 31, 2025. No disagreements on accounting principles, financial disclosures, auditing scope, or reportable events occurred with the prior auditor.

• ·Previous auditor provided services for Form 10 filed February 23, 2026.
• ·Letter from Fruci & Associates II, PLLC to be filed by amendment as Exhibit 16.1.
• ·Company address: 3859 S Valley View Blvd, Ste 2 #107, Las Vegas, NV 89103.

06-05-2026

Shengqi Capital (Hong Kong) Ltd filed its quarterly 13F-HR on May 6, 2026, disclosing equity holdings as of March 31, 2026, with a total portfolio value of approximately $40.9 million. The largest position is 100 shares of Alphabet Inc Class C stock valued at $28.686 million, followed by 200 shares of ProShares UltraPro QQQ valued at $8.336 million, 100 shares of iShares Bitcoin Trust ETF valued at $3.842 million, and 100 shares of Greenland Mines Ltd valued at $0.033 million. No prior period comparisons are provided in the filing.

• ·Filing signed by Lau Ka Chun on April 14, 2026
• ·All holdings reported as sole voting power with no shared voting, puts/calls, or other managers
• ·Company address: Room 1805, 90 Connaught Rd Central, Sheung Wan, Hong Kong

06-05-2026

United States Antimony Corporation (UAMY) filed a Form 8-K on May 6, 2026, reporting under Item 8.01 (Other Events) and Item 9.01 (Financial Statements and Exhibits), furnishing Exhibit 99.1 consisting of a press release dated May 5, 2026. The filing contains no specific financial, operational, or performance details. It was signed by Gary C. Evans, Chairman and Chief Executive Officer.

06-05-2026

Blackstone Mortgage Trust, Inc. entered into a purchase agreement on May 5, 2026, to issue and sell $450 million aggregate principal amount of 6.250% Senior Secured Notes due 2031 in a private offering to qualified institutional buyers under Rule 144A and non-U.S. persons under Regulation S. The Notes, issued at 100.000% of par value with semi-annual interest payments commencing December 1, 2026, are expected to close on May 19, 2026, subject to customary conditions, with net proceeds used for general corporate purposes including paying down existing secured indebtedness. No declines or flat metrics reported in this financing announcement.

• ·Notes fully and unconditionally guaranteed on an unsubordinated secured basis by certain subsidiaries.
• ·Interest payable semi-annually on June 1 and December 1, maturing June 1, 2031.
• ·Certain Initial Purchasers or affiliates may receive portion of proceeds to repay outstanding indebtedness.

06-05-2026

Caldwell Sutter Capital, Inc. filed its 13F-HR on May 6, 2026, disclosing equity holdings as of March 31, 2026, with a total portfolio value of $245,896,270 across 894 positions, all held with sole voting and investment discretion. The portfolio includes a diverse mix of common stocks, ETFs, sponsored ADRs, and physical commodity shares such as gold and silver. No prior period comparisons or changes in holdings are detailed in the filing.

• ·All positions reported with sole voting authority (SH SOLE) and no other managers.
• ·Company address: PO BOX 190, Sausalito CA 94966-0190; Business phone: 415-367-4982.
• ·Fiscal year end: September 30; State of incorporation: CA.

06-05-2026

Atkore Inc. reported net sales growth of 4% YoY to $731M for the three months ended March 27, 2026, and 2% YoY to $1.39B for the six months, but gross profit declined sharply 27% YoY to $136M in the quarter due to higher cost of sales. Operating income improved to $10M from a $52M loss YoY, however a $137M litigation settlement and $26M other expenses drove a wider net loss of $124M in the quarter (vs $50M loss prior) and $109M for six months (vs $4M loss). Cash from operations swung to a $27M use from $161M provided in the prior six-month period.

• ·Total assets stable at $2.85B as of March 27, 2026 vs September 30, 2025.
• ·Inventories decreased to $401M from $485M year-to-date.
• ·Accounts receivable increased to $558M from $447M year-to-date.
• ·Net cash used in operating activities $27M for six months vs provided $161M prior year.
• ·Capital expenditures $26M for six months vs $64M prior year.

06-05-2026

QuidelOrtho Corp reported total revenues of $619.8M for Q1 FY2026, down 10.5% YoY from $692.8M, driven by sharp declines in Point of Care (-34.0% to $112.8M) and Donor Screening (-39.1% to $7.8M), while Immunohematology grew 7.6% to $138.3M and Labs dipped 5.3% to $353.1M. Net loss widened to $91.8M from $12.7M YoY, with operating loss of $31.8M versus $32.6M income, and higher interest expense of $51.1M. Cash and equivalents fell to $140.4M from $169.8M QoQ amid $33.0M operating cash use versus $65.6M provided YoY.

• ·Inventories increased $33.9M QoQ to $611.5M.
• ·Accounts receivable decreased $57.1M QoQ to $359.9M.
• ·Restructuring charges fell to $4.4M from $16.1M YoY.
• ·Capital expenditures $34.0M in Q1 FY2026 versus $56.2M YoY.
• ·Basic loss per share $(1.35) versus $(0.19) YoY.

06-05-2026

Pinnacle Financial Partners reported Q1 2026 net income of $150M, up 7% YoY from $140M, driven by net interest income growth of 156% to $933M and non-interest revenue up 193% to $284M, largely from the Synovus acquisition which doubled total assets to $122,766M and loans to $84,255M net. However, non-interest expenses surged 246% to $952M due to $275M merger costs and higher salaries, provision for credit losses rose 347% to $76M, EPS diluted to $0.89 from $1.78, and comprehensive income fell to $48M from $142M amid OCI losses.

• ·Merger-related expense of $275M in Q1 2026.
• ·Allowance for loan losses increased to $942M from $442M QoQ.
• ·Acquisition net cash impact: $2,537M.
• ·Cash dividends on common stock: $0.50 per share ($75M total) in Q1 2026 vs $0.24 ($19M) in Q1 2025.

06-05-2026

Primoris Services Corp reported Q1 2026 revenue of $1,559.9M, down 5.4% YoY from $1,648.1M, with gross profit declining 21.1% to $134.7M amid higher cost of revenue. Operating income fell sharply 65.3% to $24.4M due to elevated SG&A expenses ($105.8M, up 6.3%) and transaction costs ($4.5M), resulting in net income of $17.4M versus $44.2M YoY. Cash used in operations was $122.6M, compared to $66.2M provided last year, with cash and equivalents dropping to $361.5M from $535.5M QoQ.

• ·Net cash used in operating activities: $122.6M in Q1 2026 vs $66.2M provided in Q1 2025.
• ·Purchase of property and equipment: $27.8M in Q1 2026 vs $40.6M in Q1 2025.
• ·Dividends declared: $0.08 per common share, $4.3M payable.
• ·Basic EPS: $0.32 in Q1 2026 vs $0.82 in Q1 2025.
• ·Total stockholders’ equity increased slightly to $1,684.0M from $1,681.0M QoQ.

06-05-2026

JBT Marel Corp reported net income of $45 million for Q1 2026, a significant turnaround from a $173 million net loss in Q1 2025, driven by operational improvements and absence of prior-year acquisition costs. Cash provided by operating activities rose sharply to $119 million from $34 million YoY, boosting cash and equivalents to $211 million (up QoQ from $168 million). However, comprehensive income declined to $26 million from $73 million YoY due to $19 million other comprehensive loss from foreign currency translation and derivatives, while total assets dipped slightly to $8,163 million QoQ from $8,191 million.

• ·Depreciation and amortization increased to $68M in Q1 2026 from $61M YoY.
• ·Capital expenditures were $26M in Q1 2026 vs $20M YoY.
• ·Final Marel goodwill in purchase allocation: $2,322M after $340M measurement period adjustment.
• ·Customer relationships in Marel PPA reduced to $1,160M after $410M adjustment.
• ·Common stock cash dividends: $0.10 per share, totaling $5M in Q1 2026.

06-05-2026

For the quarter ended March 27, 2026, Fresh Del Monte Produce Inc reported net sales of $1,044.1 million, down 5% YoY from $1,098.4 million, with gross profit declining 3% to $89.0 million and operating income dropping 55% to $20.1 million primarily due to $20.0 million in asset impairments and higher SG&A expenses. Net income fell to $10.7 million from $31.9 million YoY. However, the company completed the acquisition of select assets from Del Monte Foods for $307.7 million net of cash acquired, contributing to total assets rising 11% QoQ to $3,402.4 million and cash increasing to $66.3 million from $35.7 million QoQ.

• ·Dividends declared per ordinary share remained flat at $0.30 for Q1 2026.
• ·Asset impairments of $16.1 million in cash flow adjustments for Q1 2026.
• ·Proceeds from debt of $266.9 million in financing activities, likely related to the acquisition.
• ·Net assets acquired from Del Monte Foods totaled $341.9 million.

06-05-2026

Edgewell Personal Care reported Q2 FY26 net sales of $519.5 million from continuing operations, up 0.6% YoY due to currency but organic sales down 2.4%, with Wet Shave up 3.0% reported (organic -0.7%) while Sun and Skin Care declined 2.5% (organic -4.5%). Adjusted EPS fell to $0.60 from $0.69 and adjusted EBITDA to $73.8 million from $84.7 million, though results exceeded expectations; gross margin dropped 410 basis points to 41.8%. The company reaffirmed most FY26 outlook but lowered GAAP EPS guidance to flat to $0.40 and raised expected restructuring charges to $90 million, while returning $22.9 million to shareholders via dividends and repurchases.

• ·Adjusted net debt leverage ratio of 4.0x as of Q2 FY26 end.
• ·FY26 outlook: Organic net sales -1.0% to +2.0%; Adjusted EPS $1.70-$2.10; Adjusted EBITDA $245-$265M; Adjusted free cash flow $80-$110M; Adjusted net debt leverage 3.3x-3.5x at FY end.
• ·Q2 dividend declared $0.15 per share, payable July 9, 2026.
• ·Productivity savings of 220 basis points offset by 420 bps inflation/tariffs, 70 bps unfavorable mix/promos, 40 bps currency.

06-05-2026

Exelon reported Q1 2026 GAAP net income of $0.90 per share, flat YoY, and Adjusted operating earnings of $0.91 per share, down slightly from $0.92. While PECO and BGE saw Adjusted earnings increases to $278M (+5%) and $298M (+15%) respectively, ComEd's Adjusted earnings declined to $310M (-5%) and PHI's fell to $180M (-7%). The company affirmed FY2026 Adjusted EPS guidance of $2.81-$2.91 and projected $41.7B in capital expenditures over four years with 7.9% rate base growth.

• ·Completed approximately 43% of planned debt financings through March 31, 2026, including all Holding Company issuances.
• ·All utilities sustained top quartile reliability performance, with ComEd in top decile.
• ·Declared quarterly dividend of $0.42 per share, payable June 15, 2026 to shareholders of record June 4, 2026.
• ·PHI declines primarily due to Pepco Maryland multi-year plan reconciliation and higher depreciation.

06-05-2026

Kraft Heinz reported first quarter 2026 net sales up 0.8% YoY to $6,047 million, driven by pricing, though organic net sales declined 0.4% due to unfavorable volume/mix; operating income decreased 4.3% to $1,145 million, with adjusted operating income down 11.8% to $1,058 million amid higher advertising and inflationary costs. Diluted EPS rose 13.6% to $0.67, but adjusted EPS fell 6.5% to $0.58; cash flows strengthened significantly with operating cash up 39.7% to $1.0 billion and free cash flow up 58.9% to $0.8 billion. The company reaffirmed its FY2026 outlook, expecting organic net sales down 1.5% to 3.5% and constant currency adjusted operating income down 14% to 18%.

• ·North America organic net sales declined 1.1% YoY (price +0.4pp, volume/mix -1.5pp)
• ·International Developed Markets organic net sales flat at -0.1% YoY (price +0.2pp, volume/mix -0.3pp)
• ·Emerging Markets organic net sales +3.8% YoY (price +4.4pp, volume/mix -0.6pp)
• ·FY2026 outlook: Adjusted EPS $1.98-$2.10; effective tax rate ~25%; interest expense ~$920M; other income ~$200M; Free Cash Flow Conversion ~100%
• ·Remaining share repurchase authorization: $1.5 billion as of March 28, 2026
• ·2025 net sales: ~$25 billion

06-05-2026

Littelfuse reported Q1 2026 net sales of $657 million, up 19% YoY (organic +9%), with all segments growing: Electronics +18%, Transportation +5% (organic +1%), and Industrial +45% driven by the Basler acquisition. GAAP diluted EPS rose to $2.96 from $1.75, with adjusted EBITDA margin expanding 280 bps to 22.9%; cash flow from operations was $80 million, up 22% YoY. However, Transportation saw flat organic growth (+1%) due to lower commercial vehicle sales (-1% organic) and the exit of the marine business, partially offset by passenger vehicle strength.

• ·Q2 2026 guidance: Net sales $690-710 million (+14% YoY), adjusted diluted EPS $3.65-$3.85.
• ·GAAP operating margin 15.4% (+270 bps YoY); Adjusted EBITDA margin 22.9% (+280 bps YoY).
• ·Investor Day scheduled for May 14, 2026 in New York City.
• ·Cash dividend payment of $0.75 per share on June 4, 2026 to shareholders of record May 21, 2026.

06-05-2026

Tucson Electric Power Co's operating revenues for the three months ended March 31, 2026 declined 7.5% YoY to $338,267 thousand from $365,736 thousand, driven by lower sales volumes. Net income fell sharply 39.5% YoY to $26,897 thousand from $44,431 thousand, due to higher operations and maintenance expenses (+12.3% YoY) despite lower fuel and purchased power costs (-17.2% YoY). Operating cash flows saw a modest 1.9% YoY increase to $130,828 thousand, while capital expenditures decreased 9.7% YoY to $156,156 thousand.

• ·Total Utility Plant, Net increased to $7,168,257 thousand as of March 31, 2026 from $7,053,145 thousand as of December 31, 2025.
• ·Plant in Service grew to $9,079,327 thousand as of March 31, 2026 from $9,000,669 thousand as of December 31, 2025.
• ·Dividends paid to parent: $150,000 thousand in Q1 2026.
• ·Contributions from parent: $95,000 thousand in Q1 2026.

06-05-2026

06-05-2026

Wheeler Real Estate Investment Trust, Inc. processed eight redemption requests on May 5, 2026, for 13,745 shares of Series D Cumulative Convertible Preferred Stock at approximately $40.99 per share (including $25.00 principal plus accrued dividends), settling via issuance of 301,743 shares of common stock. The lowest conversion price for these redemptions was approximately $1.87, triggering an adjustment to the 7.00% Subordinated Convertible Notes due 2031 conversion price to $1.03 per share (24.34 shares per $25 principal), reflecting a 45% discount. Cumulatively, 1,796,028 Series D shares have been redeemed through 415 requests, with approximately 502,000 common shares issued; as of May 5, 2026, 1,042,613 common shares and 1,762,819 Series D shares remain outstanding.

• ·Deadline for June 2026 Series D Preferred Stock redemption requests: May 25, 2026
• ·Next Holder Redemption Date: June 5, 2026
• ·Redemption forms and FAQs available at https://ir.whlr.us/series-d/series-d-redemption

06-05-2026

XPEL reported first quarter 2026 revenue growth of 13.1% to $117.4 million from $103.8 million in Q1 2025, EBITDA increased 17.8% to $17.0 million, and net income attributable to stockholders rose 20.5% to $10.3 million. However, Canada revenue declined 10.9% YoY to $8.4 million, US revenue growth was slower at 9.9% YoY, and sales & marketing expenses surged 27.7% YoY to 12.9% of revenue. Gross margin improved to 43.7% from 42.3%, while operating cash flow strengthened 128.6% to $7.4 million.

• ·Q2 2026 revenue outlook: $135 - $137 million.
• ·Conference call held May 6, 2026 at 11:00 a.m. Eastern Time.
• ·Cash and cash equivalents decreased to $45.1 million from $50.9 million at Dec 31, 2025.
• ·Inventory increased to $131.6 million from $122.8 million at Dec 31, 2025.
• ·Total assets $394.4 million as of March 31, 2026.
• ·Preliminary and unaudited results; full 10-Q expected by May 8, 2026.

06-05-2026

Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. (EDD) and affiliated funds (CAF, MSD, IIF) have issued a joint proxy statement for annual stockholder meetings on June 25, 2026, at 3:00 pm ET to elect Class I directors (for EDD: Frances L. Cashman, Kathleen A. Dennis, Patricia A. Maleski) for terms expiring in 2029. Record date is April 9, 2026, with EDD having 64,456,047 shares outstanding entitled to vote. No financial performance metrics are discussed; the Board recommends voting for all nominees.

• ·Meetings held at 1585 Broadway, 27th Floor, Conference Room I, New York, NY 10036.
• ·EDD fiscal year ended October 31, 2025; others December 31, 2025.
• ·Proxy solicitation by mail, telephone, or Internet; revocable prior to exercise.
• ·Staggered board structure with three classes, one elected annually.

06-05-2026

Wisconsin Electric Power Company held its 2026 Annual Meeting of Stockholders on April 30, 2026, where shareholders unanimously elected five directors—Michael W. Hooper, Kyle A. Hoops, Margaret C. Kelsey, Scott J. Lauber, and Xia Liu—for terms expiring in 2027, each receiving 33,289,327 votes for with zero shares withheld or broker non-votes. The Company did not solicit proxies due to its parent, WEC Energy Group, Inc., owning more than 99% of the voting securities. No other matters were voted on.

• ·Meeting terms: Directors elected for terms expiring in 2027
• ·Filing signed on May 6, 2026

06-05-2026

06-05-2026

The New York State Common Retirement Fund filed its quarterly 13F-HR on May 6, 2026, reporting equity holdings as of March 31, 2026, totaling exactly 71577517831 USD across 3132 positions. Notable top holdings include Amazon.com Inc. (2415839320 USD, 11599555 shares), Alphabet Inc. Class A (2042485194 USD, 7102814 shares), and Alphabet Inc. Class C (1634267524 USD, 5697091 shares). No period-over-period comparisons or changes are disclosed in this filing.

• ·Filing covers period ending 2026-03-31
• ·All holdings reported as sole discretionary with 0 shared or other manager voting/disposition authority
• ·Fund address: Office of the State Comptroller, 14th Floor, 110 State Street, Albany, NY 12236

06-05-2026

Sinclair, Inc. reported Q1 2026 total revenue of $807 million, up 4% YoY from $776 million, driven by media revenue growth, with operating income improving sharply to $27 million from $14 million and a swing to net income of $21 million (attributable to Sinclair $20 million) from a $154 million loss. However, operating expenses rose 2% YoY to $780 million, total assets declined 3% QoQ to $5,776 million from $5,949 million, cash and equivalents decreased to $844 million from $866 million, and long-term debt remained elevated at $4,353 million.

• ·Dividends declared and paid at $0.25 per share on Class A and Class B Common Stock in Q1 2026.
• ·Interest expense improved to $85 million from $144 million YoY.
• ·Deferred tax benefit of $158 million in Q1 2026 vs $46 million in Q1 2025.
• ·Net cash flows used in investing activities $24 million in Q1 2026 vs $42 million in Q1 2025.

06-05-2026

J.P. Marvel Investment Advisors, LLC filed its 13F-HR on May 6, 2026, disclosing institutional holdings as of March 31, 2026, with a total portfolio value of $705157049 across 60 positions, all held with sole voting power. Top holdings by value include NVIDIA Corporation at $96300890 (552184 shares), Alphabet Inc. Class A at $51032986 (177469 shares), Apple Inc. at $47110277 (185627 shares), and JPMorgan Chase & Co. at $32516741 (110541 shares). No prior period comparisons are available in the filing.

• ·Filing covers period ending March 31, 2026.
• ·All positions reported with sole voting power and no shared power, put, or call options.
• ·Other notable holdings: Lam Research Corp. at $35092160, Morgan Stanley at $32563960.

06-05-2026

Elyxium Wealth, LLC filed Form 13F-HR on May 6, 2026, disclosing its institutional equity holdings as of March 31, 2026, with a total market value of $311,826,952 across 644 positions managed through five entities including Parametric Portfolio Associates, LLC, GQG Partners, LLC, Fidelity Institutional, Quantinno, and Northern Trust. The portfolio features diversified holdings in large-cap stocks such as Amazon.com Inc., Johnson & Johnson, Costco Wholesale Corporation, Netflix Inc., and Procter & Gamble Co., alongside ETFs like Invesco QQQ Trust Series I and iShares Gold Trust. No period-over-period changes or performance metrics are provided in the filing.

• ·Filer CIK: 0002043538
• ·SEC File Number: 028-24449
• ·Business address: 400 South Beverly Drive, Penthouse Suite, Beverly Hills, CA 90212
• ·State of incorporation: DE
• ·Fiscal year end: 1231

06-05-2026

Bankwell Financial Group, Inc. reported Q1 2026 net income of $11,275 thousand, up 64% YoY from $6,888 thousand, with net interest income rising 22% to $26,886 thousand and gains from loan sales surging to $2,425 thousand. However, noninterest expenses increased 19% YoY to $16,889 thousand, driven by higher salaries and employee benefits, while total investment securities declined 2% QoQ to $187,574 thousand and cash equivalents fell 3% QoQ. Total assets edged up 0.4% QoQ to $3,373,859 thousand, supported by 1% growth in net loans to $2,832,678 thousand and 2% rise in deposits.

• ·Credit provision was a $(1,029) thousand credit in Q1 2026 vs $463 thousand provision in Q1 2025.
• ·Dividends per common share remained flat at $0.20.
• ·Basic EPS increased to $1.42 from $0.88 YoY.
• ·FHLB advances reduced to $60,000 thousand from $110,000 thousand QoQ.

06-05-2026

Pinnacle West Capital Corporation disclosed under Regulation FD that it will participate in meetings with securities analysts and investors in May 2026, utilizing handouts attached as Exhibit 99.1. The filing is jointly made by Pinnacle West and its subsidiary Arizona Public Service Company. No financial results or performance metrics were reported.

• ·Filing date: May 6, 2026
• ·Meetings scheduled for May 2026

06-05-2026

Simon Quick Advisors, LLC filed its 13F-HR report disclosing $2,185,616,096 in holdings as of March 31, 2026, across 378 positions primarily held in sole discretion. Top holdings include Apple Inc. (277,854 shares valued at $70,516,630), iShares Core S&P Total U.S. Stock Market ETF (439,711 shares valued at $62,627,993), and Amazon.com Inc. (159,075 shares valued at $33,130,461). The filing reflects portfolio adjustments, with increases in positions like AbbVie Inc. (+1,637 shares sole) and Alphabet Inc. Cl C (+3,475 shares sole), alongside reductions in others such as American Tower Corp. (-13,562 shares sole) and Bank of America Corp. (-775 shares sole).

• ·Portfolio address: 360 Mount Kemble Ave, Morristown, NJ 07960
• ·Former names: MASSEY QUICK SIMON & CO., LLC (changed 2017-09-28), Massey, Quick & Co., LLC (changed 2016-12-09)
• ·SEC file number: 028-17599
• ·Adviser ID: 801-63357

06-05-2026

For the three months ended March 31, 2026, Mueller Water Products reported net sales of $384.4M, up 5.5% YoY from $364.3M, with gross profit rising 12.9% to $144.5M and net income increasing 15.2% to $59.1M. Over the six months ended March 31, 2026, net sales grew 5.1% YoY to $702.6M and net income rose 18.1% to $102.3M, while stockholders' equity expanded to $1,070.8M from $981.7M at September 30, 2025. However, net cash from operating activities declined 29.2% YoY to $48.4M for the six months, cash and equivalents fell slightly to $421.0M, and inventories surged to $385.4M amid higher capital expenditures of $31.9M.

• ·Strategic reorganization and other charges: $4.4M in Q2 FY26 vs $2.4M in Q2 FY25; $7.7M H1 FY26 vs $4.1M H1 FY25.
• ·Capital expenditures: $31.9M H1 FY26 vs $21.1M H1 FY25.
• ·Stock repurchased under buyback program: $5.5M H1 FY26 vs $5.0M H1 FY25.
• ·Dividends declared per share: $0.070 Q2 FY26 vs $0.067 Q2 FY25; $0.140 H1 FY26 vs $0.134 H1 FY25.

06-05-2026

Kratos reported Q1 2026 revenues of $371.0 million, up 22.6% YoY (15.8% organic) from $302.6 million, driven by 30.9% organic growth in Unmanned Systems ($82.6 million) and 11.8% in Government Solutions ($288.4 million), with a book-to-bill of 1.6:1 and bookings of $605.2 million. However, operating cash flow was negative at $27.4 million and free cash flow used $43.1 million due to working capital needs and investments, while Q2 guidance projects an operating loss of $6-8 million. The company raised FY26 guidance to $1.700-$1.760 billion in revenues and $170.0-$176.0 million in Adjusted EBITDA, incorporating recent Orbit and Nomad acquisitions.

• ·KUS Q1 FY26 Adjusted EBITDA $5.2 million vs $1.7 million Q1 FY25.
• ·KGS Q1 FY26 Adjusted EBITDA $33.5 million vs $25.0 million Q1 FY25.
• ·Consolidated Q1 FY26 Adjusted EBITDA $38.7 million.
• ·FY26 forecasted capital expenditures $155-$165 million, including $117-$127 million for new programs.
• ·Q2 FY26 revenue guidance $400-$410 million; operating income (loss) ($6-$8) million.

06-05-2026

TKO Group Holdings reported Q1 2026 revenue of $1.597 billion, up 26% YoY from $1.269 billion, driven by UFC (+12% to $401.2M), WWE (+22% to $475.7M), and IMG (+38% to $655.4M), with Adjusted EBITDA up 32% to $549.8 million and net income rising to $249.8 million. However, UFC experienced declines in live events & hospitality (-$10.1M) and consumer products licensing (-$2.4M), WWE's margin expansion was offset by higher costs, and Corporate & Other reported a $58.1M Adjusted EBITDA loss despite improvement. The company reaffirmed FY2026 guidance (revenue $5.675B-$5.775B, Adjusted EBITDA $2.240B-$2.290B) and its board authorized an additional $1.0 billion for share repurchases, having returned ~$1.0B to shareholders via repurchases and dividends.

• ·Cash flows from operating activities: $694.5M (up $531.7M YoY)
• ·Free Cash Flow: $674.5M (up $539.0M YoY)
• ·Q1 dividend: $0.78 per share
• ·Share repurchase programs: prior $2.0B + new $1.0B authorization; 10b5-1 plan for up to $200M post-ASR

06-05-2026

PureCycle Technologies reported Q1 2026 revenues of $4,127 thousand, up 161% YoY from $1,580 thousand, reflecting improved sales activity. However, the company swung to a net loss of $33,441 thousand from a $8,832 thousand profit in Q1 2025, with operating loss expanding to $41,795 thousand from $37,721 thousand due to higher cost of operations, and cash and equivalents declining 42% QoQ to $90,213 thousand from $156,694 thousand amid $42,654 thousand operating cash burn. Total assets decreased to $886,007 thousand from $922,666 thousand QoQ, while stockholders' equity dropped sharply to $7,424 thousand from $45,887 thousand.

• ·Cost of operations increased 31% YoY to $31,394 thousand in Q1 2026.
• ·Interest expense stable YoY at approximately $15M.
• ·Construction in progress $272,698 thousand as of March 31 2026, up from $263,371 thousand QoQ.
• ·Net cash used in investing activities $20,650 thousand in Q1 2026 vs $15,004 thousand YoY.

06-05-2026

For the three months ended March 28, 2026, net sales rose 5% YoY to $1,459.5M, operating income increased 15% to $401.8M, and net income from continuing operations grew 19% to $263.3M, while overall net income edged up 10% to $238.6M despite a larger discontinued operations loss. Over six months, continuing operations net income surged 39% YoY to $215.6M, but total net income fell 23% to $113.6M due to a significant $102.0M discontinued operations loss compared to $6.7M prior year. Operating cash use improved to $150.4M from $257.2M, though cash balances declined to $6.2M and equity remained negative at ($286.5M).

• ·Long-term debt increased to $2,068.4M as of March 28, 2026 from $2,049.2M at September 30, 2025.
• ·Accounts receivable rose to $766.7M as of March 28, 2026 from $160.8M at September 30, 2025.
• ·Inventories increased to $696.0M as of March 28, 2026 from $542.7M at September 30, 2025.
• ·Total assets $3,412.0M as of March 28, 2026 vs $2,742.0M at September 30, 2025.

06-05-2026

Claros Mortgage Trust, Inc. (CMTG) reported a Q1 2026 net loss of $54,294, improved 31% from $78,623 in Q1 2025, supported by REO revenue growth of 47% YoY to $21,414. However, net interest income plummeted 72% YoY to $8,105 amid declining loan balances, resulting in total net revenue down 32% YoY to $29,519, while total assets fell 12% QoQ to $4,164,398 and equity decreased 3% QoQ to $1,492,848. Loans receivable held-for-investment, net declined 14% QoQ to $3,107,577 following repayments and sales.

• ·Cash and cash equivalents decreased to $116,782 from $173,186 QoQ.
• ·Provision for current expected credit loss reserve was $31,372 in Q1 2026, down from $41,123 in Q1 2025.
• ·Net cash used in operating activities improved to $6,478 from $35,785 YoY.
• ·Net cash provided by investing activities increased to $400,549 from $274,795 YoY.
• ·Weighted average interest rate on loans receivable held-for-investment was 4.93% as of March 31, 2026.

06-05-2026

Braemar Hotels & Resorts reported Q1 2026 comparable RevPAR growth of 5.7% to $481 and Comparable Hotel EBITDA growth of 13.7% to $75.5 million, with ADR up 5.7% to $745; however, comparable occupancy was flat at 64.5% and GAAP total hotel revenue declined to $208.983 million from $215.820 million. Net income attributable to common stockholders swung to a profit of $4.901 million ($0.07 per diluted share) from a prior-year loss of $2.547 million, while Adjusted EBITDAre reached $66.5 million. Subsequent to quarter-end, the company agreed to sell the Park Hyatt Beaver Creek Resort & Spa for $176 million.

• ·Blended average interest rate on $1.1B loans: 6.63%; 8% effectively fixed, 92% floating.
• ·No common dividend declared for 2026 due to ongoing sale process.
• ·Series B/D preferred dividends shifted to monthly reserving for parity with Series E/M.

06-05-2026

Clover Health reported first quarter 2026 GAAP Net Income of $27 million, improving $29 million year-over-year from a loss, driven by Total revenues of $749 million (+62% YoY) and Medicare Advantage membership growth to 155,773 (+51% YoY). Consolidated Gross Profit increased 47% YoY to $160 million and Adjusted EBITDA rose 56% YoY to $40 million, while Insurance BER edged up slightly to 86.5% from 86.1% YoY. The company reaffirmed full-year 2026 guidance, expecting revenues of $2.81-2.92 billion (+49% YoY at midpoint) and GAAP Net Income of $0-20 million.

• ·Q1 2026 SG&A expenses increased 20.1% YoY to $131.7 million.
• ·Q1 2026 Adjusted SG&A as % of Total revenues improved 210 bps to 15.9%.
• ·FY 2026 guidance for Average Medicare Advantage membership: 154,000 - 158,000 (+46% YoY at midpoint).
• ·FY 2026 guidance for Consolidated Gross Profit: $470-510 million (+38% YoY at midpoint).

06-05-2026

On April 30, 2026, Campbell Fund Trust sold Units of Beneficial Interest to existing and/or new unitholders in unregistered transactions exempt under Section 4(2) and Regulation D of the Securities Act. The aggregate estimated consideration was $1,242,000.00 for Series A, $1,881,666.67 for Series D, and $125,000.00 for Series W. No other financial metrics or performance comparisons were reported.

• ·Transactions were private issuances not constituting a public offering.
• ·Securities registered pursuant to Section 12(b): N/A.

06-05-2026

Stilwell Value LLC, general partner of several activist funds including Stilwell Partners L.P. and others, filed its 13F-HR on May 6, 2026, reporting holdings as of March 31, 2026. The filing discloses 25 positions primarily in common stocks, senior notes, and preferred shares, with market values ranging from $17.6M to $70.79B. This quarterly snapshot does not include period-over-period comparisons or detail changes from prior filings.

• ·25 holdings reported, all with DFND (defined) discretion and no put/call activity.
• ·Aggregate investment discretion exceeds $100M across funds, though no individual fund reaches this threshold.
• ·Additional notable holding: ULTRA SILVER NEW (CUSIP 74347W353) valued at $478M with 4000 shares.