S&P 500 Healthcare Sector SEC Filings — March 13, 2026

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Scilex Holding Company announced on March 13, 2026, that it filed a complaint dated March 11, 2026, in the United States District Court for the Central District of California against Marc Wade, The St. James Bank & Trust Company Ltd., Omega & Corinth Group Ltd., certain affiliates (collectively, the 'Wade Defendants'), and Bank of New York Mellon Corporation (BNY). The complaint asserts claims of federal securities fraud (all defendants), state securities fraud (Wade Defendants), fraudulent inducement (Wade Defendants), unlawful conversion (all defendants), and negligence (BNY). This disclosure is furnished under Item 7.01 and not deemed 'filed' for liability purposes.

• ·Complaint filed in the United States District Court for the Central District of California.
• ·Exhibit 99.1: Complaint Filed, dated March 11, 2026.

13-03-2026

News Corporation disclosed in its 8-K filing information provided to the Australian Securities Exchange (ASX) regarding its ongoing $1 billion stock repurchase program for Class A (NWSA) and Class B (NWS) common stock. The disclosures, dated as noted in Exhibits 99.1 and 99.2, include forward-looking statements about potential repurchases subject to market conditions. No specific repurchase transactions or amounts were detailed in the filing itself.

13-03-2026

CCEP's 2025 annual results showed reported revenue of €20.9B and operating profit of €2.8B, with comparable and FX-neutral figures slightly higher at €21.3B and €2.9B respectively, alongside ROIC of 10.9% reported and 11.5% comparable. Sustainability achievements included an 18.9% absolute reduction in GHG emissions vs 2019, 75.7% of primary packaging collected for recycling, and 105.2% water replenished relative to sales volume. The company completed a €1B share buyback programme announced on 14 February 2025, while highlighting ongoing investments in digital platforms like MyCCEP.com which generated €2.38B in revenue.

• ·Leverage target range: 2.5–3.0x net debt to comparable EBITDA
• ·Share buyback authority: up to 10% of shares (excluding treasury shares)
• ·Digital revenue from MyCCEP.com: €2.38B in 2025

13-03-2026

On March 11, 2026, Joe Del Preto resigned as Sprout Social, Inc.'s Chief Financial Officer and Treasurer, effective immediately. The Board appointed CEO Ryan Barretto as interim principal financial officer and interim principal accounting officer, also effective March 11, 2026, until a replacement is named; Barretto will receive no additional compensation. There are no related arrangements, family relationships, or conflicting interests disclosed.

• ·Barretto's biographical information is in the Definitive Proxy Statement on Schedule 14A filed April 8, 2025.
• ·No direct or indirect interest by Barretto in transactions required under Item 404(a) of Regulation S-K.

13-03-2026

Velocity Financial, Inc. reported strong Q4 2025 results with net income of $34.8 million (+69.0% YoY), record loan production of $634.6 million (+12.6% YoY), and total portfolio growth to $6.5 billion (+28.4% YoY), driven by robust Investor 1-4 rental loan originations (+40.6% YoY). However, portfolio NIM declined 11 bps to 3.59%, REO resulted in a $3.7 million net loss (vs. $3.6 million gain in Q4 2024), charge-offs rose to $2.0 million (+188.8% YoY), and traditional commercial production was nearly flat (+0.6% YoY) while short-term loans declined 23.5% YoY. Full-year 2025 net income reached $105.1 million (+53.6% YoY from $68.4 million).

• ·NPL resolution recovery rate of 109.8% in Q4 2025, slightly below five-quarter average of 109.4%.
• ·Operating expense ratio improved to 25.7% (-4.2% YoY).
• ·Weighted average coupon on Q4 2025 HFI production decreased 65 bps to 10.14%.
• ·CECL reserve rate stable at 0.22% vs five-quarter average of 0.21%.

13-03-2026

Studio City International Holdings Ltd (MSC) filed its 20-F annual report on March 13, 2026, covering major shareholders, related party transactions, financial information, and additional disclosures such as share capital and taxation. The report includes a glossary of gaming terms relevant to its Macau casino operations and highlights risks including substantial existing indebtedness limiting financing and cash flow for operations, fluctuating interest rates, potential fraud/cheating by patrons or staff, and gaming machine malfunctions impacting revenues and reputation. No specific financial metrics or period-over-period comparisons are provided in the extracted content.

13-03-2026

ChoiceOne Financial Services Inc (COFS) reported FY2025 net income of $28.2M, up 5.5% YoY from $26.7M in 2024, fueled by net interest income surging 84% to $137.1M and balance sheet expansion with total assets reaching $4.41B (+62% YoY), gross loans $3.03B (+95% YoY), and deposits $3.6B (+63% YoY). However, profitability metrics deteriorated with ROA falling to 0.69% from 1.00%, ROE declining to 7.04% from 11.80%, diluted EPS dropping 38% to $2.01, provision for credit losses exploding to $14.8M from $0.6M, and noninterest expenses more than doubling to $112.7M. Net interest margin improved to 3.61% from 2.95%, but elevated payout ratio of 60% and likely acquisition-related dilution highlight integration pressures.

• ·Net interest margin expanded to 3.61% in FY2025 from 2.95% in FY2024 (+22.4% relative improvement).
• ·Average securities remained relatively flat at $998M in FY2025 vs $981M in FY2024 (+1.7%).
• ·Shareholders' equity to assets ratio (year-end) improved to 10.55% in 2025 from 9.56% in 2024.

13-03-2026

Abbott Laboratories (ABT) filed Definitive Additional Proxy Soliciting Materials (DEFA14A) on March 13, 2026, as part of proxy statement materials under the Securities Exchange Act of 1934. The filing primarily consists of header metadata, company details, and embedded graphic content (proxy_1.jpg), with no disclosed financial metrics, performance changes, or substantive textual updates. No improvements, declines, or flat metrics are present in the available content.

• ·Filing accession number: 0001308179-26-000065
• ·CIK: 0000001800
• ·SIC: 2834 (Pharmaceutical Preparations)
• ·Fiscal year end: December 31
• ·Business address: 100 Abbott Park Road, Abbott Park, IL 60064-3500
• ·Phone: 224-667-6100

13-03-2026

Burke & Herbert Financial Services Corp. (BHRB) appointed two LINKBANCORP, Inc. (LNKB) directors, Diane Poillon and Kristen Snyder, to its board and Audit Committee, effective upon completion of the pending merger announced via the December 18, 2025 Merger Agreement; the board size will be increased accordingly. Concurrently, three BHRB directors—Jill S. Upson, Oscar M. Bean, and Gary L. Hinkle—will not stand for re-election at the 2026 annual shareholder meeting, with Upson's departure unrelated to disagreements and Bean/Hinkle due to age limits under bylaws. No financial metrics or performance changes reported.

• ·Merger Agreement dated December 18, 2025; board appointments decided March 9, 2026.
• ·Registration Statement on Form S-4 (File No. 333-292956) filed January 26, 2026, effective January 30, 2026.
• ·Diane Poillon, age 56, on LNKB board since 2019.
• ·Kristen Snyder, age 41, on LNKB board since September 2021.

13-03-2026

On March 10, 2026, Jennifer Mason, a member of the Board of Directors of Six Flags Entertainment Corporation, informed the company that she will not stand for re-election at the 2026 annual meeting of stockholders. Her decision was not due to any disagreement with the Board, the company, or management on operations, policies, or practices. The Board thanked Ms. Mason for her dedicated service.

• ·Filing date: March 13, 2026
• ·Date of earliest event reported: March 10, 2026
• ·Annual meeting reference: 2026 Annual Meeting

13-03-2026

The Cigna Group issued DEFA14A additional proxy materials for its 2026 Annual Meeting on April 22, 2026, at 11:00 a.m. ET virtually. Key proposals include election of 12 directors (board recommends FOR all), advisory approval of executive compensation (FOR), ratification of PricewaterhouseCoopers LLP as independent auditors for 2026 (FOR), and a shareholder proposal for right to act by written consent (board recommends AGAINST). Record date is February 23, 2026; vote by April 21, 2026, 11:59 p.m. ET.

• ·Filing date: March 13, 2026
• ·Materials request deadline: April 8, 2026
• ·Virtual meeting URL: www.virtualshareholdermeeting.com/CI2026
• ·Proxy voting site: www.ProxyVote.com
• ·Shareholder list available at virtual site for 10 days prior to meeting

13-03-2026

Esquire Financial Holdings, Inc. reported net income of $50.8M or $5.87 per diluted share for the year ended December 31, 2025, achieving ROAA of 2.43% and ROAE of 19.41%. Balance sheet totals included $2.37B in assets, $1.76B in loans, $2.06B in deposits, and $289.6M in stockholders' equity, with noninterest income of $25.1M representing 17% of total revenue driven by payment processing and ASP fees. However, the company highlighted risks related to completing its pending merger with Signature Bancorporation, Inc., including integration challenges and regulatory approvals.

• ·Litigation-Related Loans consist of WC LOC (66.2%), Case Cost LOC (17.7%), and term loans to law firms (15.8%).
• ·Average contingency case litigation timeframe: 2-4 years.
• ·Pending merger with Signature requires shareholder and regulatory approvals, with integration risks for assets, liabilities, systems, personnel, customers, synergies, and potential goodwill charges.

13-03-2026

Beneficient's DEF 14A proxy statement solicits votes for its virtual Annual Meeting on March 27, 2026, for the election of three Class A directors (Peter T. Cangany, Jr., Patrick J. Donegan, and Karen J. Wendel), ratification of Weaver and Tidwell, LLP as independent auditors for FY ending March 31, 2026, and approval of an amendment to the Beneficient 2023 Long Term Incentive Plan to increase reserved Class A shares. Class B directors (Derek L. Fletcher, Mack Hicks, and Bruce W. Schnitzer) are reappointing themselves. The company effected an 8-for-1 reverse stock split effective December 15, 2025, regaining Nasdaq compliance on January 2, 2026, with 14,183,822 Class A shares and 29,908 Class B shares outstanding as of the February 13, 2026 record date.

• ·Annual Meeting held virtually at https://www.cstproxy.com/beneficient/2026 on March 27, 2026 at 10:00 a.m. Central Time.
• ·Record date: February 13, 2026.
• ·Class B shares entitled to 10 votes per share.
• ·Reverse stock split ratio: 8-for-1, trading commenced post-split December 15, 2025.
• ·Nasdaq compliance regained January 2, 2026.

13-03-2026

For the year ended December 31, 2025, Franklin Financial Services Corp (FRAF) reported net income of $21.2M, up 91% YoY from $11.1M in 2024, driven by net interest income growth of 21% to $69.6M and noninterest income up 40% to $19.2M. Total assets increased modestly 2% to $2.24B with net loans up 12% to $1.54B, while shareholders' equity rose 21% to $175M and diluted EPS reached $4.74 from $2.51. However, nonperforming loans deteriorated to 0.55% of gross loans from 0.02%, noninterest expenses grew 7% to $59.7M, and debt securities available-for-sale declined to $455M from $509M.

• ·Share repurchase program: 6,500 shares bought in November 2025 at weighted average $52.22/share for $339,840; 130,700 shares remaining.
• ·Assets under management (incl. third-party): $1.42B in 2025, up from $1.31B in 2024 (+8.6%).
• ·Diluted EPS $4.74 in 2025 (vs $2.51 in 2024); regular cash dividends $1.31/share.
• ·Risk-based capital ratio (Total) 13.27% in 2025 (down from 13.85%).
• ·Provision for credit losses $2.9M in 2025 (up from $2.0M).

13-03-2026

My City Builders, Inc. reported no revenue for the six months ended January 31, 2026, with loss from continuing operations widening 20% YoY to $94,244 amid higher operating expenses ($85,747, up 11% YoY), though total net loss improved 38% YoY to $94,244 due to the absence of discontinued operations losses seen in the prior period ($74,397). Balance sheet total assets grew to $399,286 (up 833% from $42,812) primarily from a $350,000 land acquisition financed by a related-party promissory note, boosting cash to $14,823 (up 577%), but stockholders' equity flipped to a $7,275 deficit from a $4,469 surplus. Operating cash burn narrowed significantly to $39,767 from $415,348 YoY, supported by $82,500 from common stock issuance.

• ·No revenue reported in either the three or six months ended Jan 31, 2026 or 2025.
• ·Professional fees for six months ended Jan 31, 2026: $82,696 (up 8% YoY from $76,581).
• ·Dividends payable decreased to $25,764 from $35,623.
• ·Due from related party: $34,463 as of Jan 31, 2026 (slightly down from $35,623).
• ·Basic and diluted loss per share from continuing operations: ($0.01) for six months ended Jan 31, 2026.

13-03-2026

InPoint Commercial Real Estate Income, Inc. (ICRP) reported a net loss of $1.6M for 2025, down from a $12.7M profit in 2024, driven by a 38% YoY decline in total loan principal balance to $350.7M from $562.7M and a 35% drop in interest income to $38.0M, while net interest income fell 35% to $14.0M. NAV attributable to common stock was $143.0M as of December 31, 2025, with 10.1M shares outstanding; however, MFFO declined 52% YoY to $5.3M despite remaining positive.

• ·Number of first mortgage loans declined to 14 from 23 YoY.
• ·All-in yield decreased to 7.3% from 7.6%.
• ·Weighted average years to maximum maturity shortened to 0.9 from 1.8.
• ·Net cash provided by investing activities increased to $136.3M from $127.6M.
• ·Average leverage decreased to 207.8% from 211.5%.
• ·Committed financing on JPM Repo Facility: $526.1M with $223.4M outstanding at 6.15% interest.

13-03-2026

iSpecimen Inc. adjourned its 2025 Annual Meeting of Stockholders multiple times due to lack of quorum, initially on December 31, 2025, and reconvened without success on January 23, 2026, February 13, 2026, and March 13, 2026. The meeting is scheduled to reconvene on April 10, 2026 at 9:00 a.m. Eastern Time, with the record date unchanged at November 3, 2025 and no modifications to the proposals outlined in the November 21, 2025 proxy statement. This repeated failure to achieve quorum highlights ongoing challenges in shareholder participation.

• ·Proxy statement filed with SEC on November 21, 2025
• ·Company address: 8 Cabot Road, Suite 1800, Woburn, MA 01801
• ·Emerging growth company status: Yes

13-03-2026

Earth Science Tech, Inc. mutually agreed to renew the Employment Agreements for CFO Ernesto L. Flores and CTO Christopher A. Rose for an additional one-year term effective March 11, 2026. The original agreements were entered into on March 11, 2025, with all material terms remaining unchanged. The filing was signed by CEO and Chairman Giorgio R. Saumat on March 13, 2026.

• ·Original Employment Agreements previously disclosed on Form 8-K filed March 19, 2025
• ·Common Stock: $0.001 par value, traded as ETST on Over the Counter Bulletin Board

13-03-2026

Intuitive Surgical, Inc.'s DEF 14A proxy statement for the 2026 Annual Meeting on April 30, 2026, discloses a leadership transition appointing Dave Rosa as CEO and Gary S. Guthart, Ph.D. as Executive Chair following a robust succession process. Proposals include electing 10 directors (with 8 independent nominees), advisory approval of NEO compensation, ratification of PricewaterhouseCoopers LLP as auditors for FY 2026, and amending the 2010 Incentive Award Plan. The company emphasizes strong governance practices, including a lead independent director and engagement with stockholders representing 45% of outstanding shares as of December 31, 2025.

• ·Record Date: March 2, 2026
• ·Annual Meeting: Virtually online at www.virtualshareholdermeeting.com/ISRG2026
• ·Board recommendations: FOR all four proposals
• ·100% of Board committee members are independent
• ·Proxy materials mailing starts on or about March 17, 2026

13-03-2026

New Mountain Finance Corporation disclosed pro forma consolidated financials as of December 31, 2025, reflecting an asset sale at 94% of fair value, resulting in total investments declining $468M to $2.274B and net borrowings reduced $372M to $1.299B. While cash increased $60M to $141M and certain borrowings were paid down, total net assets decreased $35M to $1.153B, and net increase in net assets from operations shifted from a $17M gain to an $18M loss due to realized/unrealized losses widening to $155M. The transaction included a partial paydown and asset purchase on March 12, 2026.

• ·Unsecured Notes unchanged at $992M pro forma.
• ·Holdings Credit Facility reduced $232M to $188M pro forma.
• ·Other borrowings reduced $140M to $119M pro forma.
• ·Total investment income unchanged at $327M for year ended Dec 31, 2025.
• ·Net investment income unchanged at $136M for year ended Dec 31, 2025.

13-03-2026

Bayview Acquisition Corp (BAYAR) filed its 10-K annual report on March 13, 2026, providing cautionary notes on forward-looking statements related to its ability to complete a business combination, trust account risks, and post-IPO financial performance. The filing details acquisition criteria emphasizing targets with strong management teams, revenue/earnings growth potential, strong free cash flow generation, and benefits from public status. Extensive risk disclosures cover post-business combination control issues, dilution from share issuances, debt obligations, technology reliance, cyber risks, international operations challenges, and sector-specific vulnerabilities for potential technology or early-stage targets.

13-03-2026

USCB Financial Holdings, Inc. filed its 10-K annual report for the fiscal year ended December 31, 2025, on March 13, 2026, providing balance sheet details including 45 million authorized common shares and 19.9 million Class A common shares outstanding as of year-end. The filing discloses portfolio breakdowns for residential, commercial real estate, commercial and industrial, and consumer loans across pass, substandard, and other risk categories for 2025 versus 2024, along with investment securities fair values and commitments data. No income statement metrics or explicit year-over-year growth rates are detailed in the excerpt, resulting in a neutral view of financial performance.

• ·Filing covers periods including FY 2025 (Jan 1 - Dec 31, 2025), FY 2024, and FY 2023.
• ·Disclosures include fair value measurements for U.S. Treasury securities, CMOs, RMBS, CMBS, states/political subdivisions, and bank subordinated debt.
• ·Loan segments detailed: Residential (1-4 family, condo, HELOC), Commercial Real Estate (land/construction, multifamily, condo commercial, commercial property), C&I (secured/unsecured), Consumer.
• ·Top 10 lending relationships represent concentration risk in loans outstanding.

13-03-2026

Science Applications International Corporation's Board of Directors declared a cash dividend of $0.37 per share on March 12, 2026. The dividend is payable on April 24, 2026, to stockholders of record on April 10, 2026. A press release detailing the announcement is furnished as Exhibit 99.1.

13-03-2026

Xenetic Biosciences reported FY2025 financial results with royalty revenue increasing 19% YoY to $3.0 million from $2.5 million, R&D expenses decreasing 7% to $3.1 million, and G&A expenses falling 20% to $2.7 million; however, the company posted a net loss of $2.7 million. Cash position strengthened to $7.9 million, up $1.7 million YoY, primarily from $4.0 million net proceeds of an October 2025 public offering. Scientific progress included encouraging preclinical data on DNase-based therapies targeting NETs, ongoing investigator-initiated studies in PDAC and proposed LBCL, and advancement toward IND submission for DNase I.

• ·R&D costs in FY2024 included a $0.7M impairment charge not recurring in FY2025.
• ·G&A decrease primarily due to $0.7M severance and benefits from former CEO separation in Q2 2024.
• ·Pursuing strategic alternatives to maximize shareholder value.

13-03-2026

Lifeward Ltd. held an Extraordinary General Meeting on March 12, 2026, with 7,252,783 ordinary shares (39.7% of 18,293,776 outstanding as of January 20, 2026) present or voted, achieving quorum; all six proposals passed, including approvals for share issuances tied to the Oratech Acquisition from Oramed Pharmaceuticals Inc., election of two external directors, their compensation, expansion of the 2025 Incentive Compensation Plan, an equity grant to CEO Mark Grant, and reappointment of Kost Forer Gabbay & Kasierer as auditors. However, Proposals 3 (director compensation) and 4 (plan expansion) faced significant opposition with 1,020,019 and 1,072,889 against votes respectively, out of roughly 2.4M votes cast each, while broker non-votes totaled 4,863,483 shares on most proposals.

• ·Proposal 1 (share issuance for acquisition): For 1,854,591; Against 470,084; Abstain 64,625
• ·Proposal 2 (external directors election): For 1,906,767; Against 409,347; Abstain 73,186
• ·Proposal 5 (CEO equity grant): For 1,656,670; Against 674,846; Abstain 57,784
• ·Proposal 6 (auditor reappointment): For 6,175,644; Against 573,100; Abstain 504,039; No broker non-votes

13-03-2026

Harvard Bioscience Inc reported FY2025 revenues of $86.6M, down 8% YoY from $94.1M, with gross profit declining 9% to $49.9M (57.7% margin vs 58.2%). While sales & marketing, G&A, and R&D expenses fell 14-17% YoY and operating cash flow improved to $6.7M from $1.4M, a $48M goodwill impairment drove operating loss to $48.6M and net loss widened to $56.7M from $12.4M. Total assets shrank to $80.1M from $126.6M, primarily due to reduced goodwill.

• ·Goodwill reduced to $9.6M from $56.3M YoY.
• ·Inventories decreased to $20.8M from $23.2M.
• ·Interest expense increased 39% YoY to $4.9M.
• ·Basic and diluted loss per share $1.28 in 2025 vs $0.28 in 2024.
• ·Weighted-average shares: 44,391k in 2025 vs 43,538k in 2024.

13-03-2026

The New York Times Company (NYT) filed its DEF 14A proxy statement on March 13, 2026, for the virtual Annual Meeting of Stockholders on April 22, 2026, at 11:00 a.m. ET. Shareholders will vote on electing 13 board members (Class A entitled to 4 votes, Class B to 9), ratifying Ernst & Young LLP as auditors for FY ending December 31, 2026, and an advisory vote to approve executive compensation; the record date is March 3, 2026. No financial performance metrics or period-over-period changes are detailed in the provided filing content.

• ·Record date: March 3, 2026
• ·Meeting format: Virtual only at www.virtualshareholdermeeting.com/NYT2026
• ·Class A stockholders vote for 4 director nominees; Class B for 9
• ·Ochs-Sulzberger Trust referenced in principal holders section

13-03-2026

Norwood Financial Corp reported net income of $27.8M for the year ended December 31, 2025, marking a strong turnaround from a $0.2M loss in 2024 and up 65% from $16.8M in 2023, driven by 26% YoY growth in net interest income to $78.3M and improved other income to $9.6M without the prior year's $20M securities losses. Total assets expanded 5% YoY to $2.42B, loans grew 8% to $1.85B, and deposits rose 12% to $2.08B, boosting ROA to 1.17% and ROE to 12.22%. However, other expenses increased 5% to $51.1M amid higher salaries and benefits, provision for credit losses remained elevated at $1.8M, and capital ratios were largely flat around 12-13%.

• ·Non-performing assets to total assets improved to 0.29% in 2025 from 0.34% in 2024.
• ·Net interest margin (tax-equivalent) expanded to 3.49% in 2025 from 2.91% in 2024.
• ·Trust assets under management grew to $213.9M in 2025 from $205.1M in 2024.
• ·Book value per share increased to $26.06 in 2025 from $23.02 in 2024.

13-03-2026

Univest Financial Corporation's DEF 14A proxy statement, filed March 13, 2026, solicits votes for the Annual Meeting on April 23, 2026, including the election of four Class III Directors for three-year terms expiring in 2029, ratification of KPMG LLP as independent auditors for 2026, and an advisory vote approving Named Executive Officer compensation. The record date is February 6, 2026, with 28,083,533 shares of common stock outstanding entitled to vote. No financial performance metrics or period-over-period comparisons are detailed in the provided content.

• ·Annual Meeting location: Indian Valley Country Club, 650 Bergey Road, Telford, Pennsylvania, at 11:30 a.m., with virtual option at www.virtualshareholdermeeting.com/UVSP2026.
• ·Legal proxy requests due by Broadridge no later than 5:00 p.m. ET on April 9, 2026.
• ·Internet/telephone voting deadline: 11:59 p.m. ET on April 22, 2026.
• ·Quorum requires majority of outstanding shares; decisions by majority of shares represented.
• ·Board leadership includes Chairman/CEO, Lead Independent Director Joseph P. Beebe, and committee chairs.

13-03-2026

Chemung Financial Corp's 2025 annual results showed net income declining 36.2% YoY to $15.1M from $23.7M, driven by a 65.8% drop in non-interest income to $7.9M due to a $17.5M loss on securities sales and a $4.4M provision for credit losses versus a $46k credit in 2024. However, net interest income rose 17.7% YoY to $87.2M with net interest margin expanding to 3.26% from 2.76%, fueled by commercial loan growth and lower deposit costs. Adjusted for nonrecurring items, net income increased 17.8% to $27.9M, while asset quality improved with non-performing loans at 0.35% of total loans (down from 0.43%) and ROE at 6.40% (unadjusted decline from 11.53%).

• ·Commercial loans average balance increased to $1.61B in 2025 from $1.45B in 2024 (+11.0% YoY).
• ·Consumer loans average balance declined to $261M in 2025 from $295M in 2024 (-11.5% YoY).
• ·Taxable securities average balance dropped to $444M from $613M (-27.7% YoY).
• ·Loans to deposits ratio rose to 99.95% from 86.42%.
• ·Total equity to total assets improved to 9.40% from 7.76%.
• ·Net charge-offs increased to $1.9M from $1.2M.

13-03-2026

For the nine months ended January 31, 2026, Kewaunee Scientific Corporation reported net sales growth of 29% YoY to $210.6M and operating profit increase of 24% to $11.5M, driven by higher gross profit. However, in the three months ended January 31, 2026, net sales grew only 3% YoY to $69.4M, operating profit rose 15% to $2.6M but net earnings attributable to the company declined 49% YoY to $0.7M, with nine-month net earnings also down 5% YoY to $6.2M.

• ·Total assets decreased to $176.0M from $194.7M at April 30, 2025.
• ·Cash and cash equivalents fell to $8.2M from $14.9M.
• ·Net cash provided by operating activities rose to $13.2M from $5.4M.
• ·Capital expenditures $3.0M in 9M FY26 vs $1.7M prior.
• ·Repaid seller note $23.0M and proceeds from term loan amendment $10.0M.
• ·Basic EPS Q3 FY26 $0.24 vs $0.47 prior; 9M $2.18 vs $2.29.

13-03-2026

CB Financial Services, Inc. (CBFV) reported net income of $4.9M for 2025, a 61% YoY decline from $12.6M in 2024 and 78% from $22.6M in 2023, primarily due to a $7.2M noninterest loss versus prior gains and higher noninterest expenses. While net interest income rose 10% YoY to $50.8M amid lower interest expense, profitability metrics deteriorated sharply with ROA falling to 0.33% from 0.84% and ROE to 3.27% from 8.77%, alongside rising nonperforming loans to 0.46% of total loans. Dividend payout ratio exceeded 110%, signaling payout above earnings, though capital ratios remained solid above regulatory thresholds.

• ·Common Equity Tier 1 Capital ratio at 13.92% (down from 14.78% in 2024 but well above regulatory minimums)
• ·Delinquent and Nonaccrual Loans to Total Loans increased to 0.86% from 0.72% YoY
• ·Total loans by category: Residential Real Estate $329.2M (4.77% avg rate), Commercial Real Estate $552.2M (5.86% avg rate)
• ·Book Value Per Common Share rose to $31.28 from $28.71 YoY
• ·Net Charge-offs to Average Loans near flat at 0.02% (2025) vs 0.03% (2024)

13-03-2026

NewtekOne, Inc. (NASDAQ: NEWT) announced a quarterly cash dividend of $0.19 per share on its common stock and $21.25 per Preferred Share ($0.53125 per depositary share) on its 8.500% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series B (NASDAQ: NEWTP), both payable on April 1, 2026, to shareholders of record as of March 24, 2026. No declines or flat metrics were reported in this dividend declaration press release.

• ·Filing date: March 13, 2026
• ·Record date for dividends: March 24, 2026
• ·Payment date for dividends: April 1, 2026

13-03-2026

For the year ended December 31, 2025, New England Realty Associates Limited Partnership (NEN) reported total revenues of $89.2M, up 10.8% YoY from $80.5M in 2024, primarily from rental income growth of 10.8%. However, total expenses surged 23.0% to $67.8M, driven by sharp increases in depreciation and amortization (+37.0%) and operating costs (+23.8%), resulting in net income declining 61.5% to $6.0M from $15.7M. Total assets expanded to $505.3M from $393.5M, but mortgage notes payable rose to $527.6M and partners' capital became more negative at -$74.2M.

• ·Cash from operating activities declined to $27.7M in 2025 from $31.9M in 2024.
• ·Cash used in investing activities increased to $54.3M in 2025 from $16.6M in 2024.
• ·Net income per unit fell to $51.75 in 2025 from $133.83 in 2024.
• ·Rental properties assets rose to $458.8M as of Dec 31, 2025 from $278.5M.
• ·Property impairment charge of $400,000 in 2025.

13-03-2026

Citizens & Northern Corporation's DEF 14A proxy statement solicits votes for its virtual annual shareholder meeting on April 23, 2026, including the election of three Class III directors (Stephen M. Dorwart, J. Bradley Scovill, Aaron K. Singer) and one Class II director (Christian C. Trate), an advisory vote on named executive officers' compensation, and ratification of Crowe LLP as independent auditors for the year ending December 31, 2026. Voting must be completed by 11:59 P.M. ET on April 22, 2026, via online, phone, mail, or virtually at the meeting. No financial performance metrics or period-over-period comparisons are detailed in this filing excerpt.

• ·Virtual meeting access: edge.media-server.com/mmc/p/fe4ke5cr (password: citizens2026, case sensitive)
• ·Proxies appointed: Helen S. Santiago and Bobbi J. Kilmer
• ·Meeting time: 2:00 P.M. Eastern Time, virtual format only

13-03-2026

The AllianceBernstein National Municipal Income Fund, Inc. filed Definitive Additional Proxy Materials (DEFA14A) on March 13, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing includes metadata such as the company's address at AllianceBernstein LP, 66 Hudson Boulevard East, 26th Floor, New York, NY 10001, fiscal year end of October 31, and SEC file number 811-10573. No financial results, performance metrics, or substantive proxy details are discernible in the provided content, which consists primarily of headers, graphics, and encoded data.

• ·Fiscal year end: October 31
• ·SEC file number: 811-10573
• ·Former company name: ALLIANCE NATIONAL MUNICIPAL INCOME FUND (name change date: November 8, 2001)
• ·Business phone: 212-969-2124