Executive Summary
Across 43 filings from S&P 500 Technology stream (with broader exposure via 13Fs and proxies), dominant themes include robust cloud/AI growth in Microsoft (revenue +18% YoY, Azure +40%, AI run-rate +123% to $37B) contrasting mixed semiconductor results like Qualcomm's -3% YoY revenue amid handset weakness but +38% Automotive. Period-over-period trends show 4/6 key tech firms with double-digit YoY revenue growth (avg +14%), margin stability or expansion in leaders like KLA (+11.8% non-GAAP EPS), aggressive capital returns ($10.2B Microsoft, $20B new Qualcomm buyback, $7B KLA), and raised guidance (SBA FY AFFO/share, KLA Q4 revenue). Institutional 13Fs highlight sustained tech conviction (R Squared $4.78B Apple/$2.62B MSFT, Vanguard 7.48% Apple). Non-tech filings reveal dividend hikes (CPKC +17.5%, KLA to $2.30, ACNB $0.42+$0.50 special) but declines elsewhere (Cumulus -12.2% revenue, Oxford NAV -22% QoQ). Portfolio implications: overweight AI/cloud leaders amid sector rotation; monitor semiconductor recovery and bankruptcy risks in adjacent media.
Tracking the trend? Catch up on the prior S&P 500 Technology Sector SEC Filings digest from April 22, 2026.
Investment Signals(11)
- Microsoft (8-K/10-Q)(BULLISH)▲
Q3 FY2026 revenue +18% YoY to $82.9B, Cloud +29% to $54.5B, Azure +40% YoY, AI run-rate +123% to $37B, cRPO +99% to $627B, returned $10.2B via dividends/buybacks
- KLA Corp (8-K)↓(BULLISH)▲
Q3 FY2026 revenue +11.5% YoY/+3.6% QoQ to $3.415B, non-GAAP EPS +11.8% YoY to $9.40, dividend hiked to $2.30/share, +$7B buyback authorization, Q4 guidance $3.575B +/-$200M
- Qualcomm (8-K)(BULLISH)▲
QCT Automotive record +38% YoY to $1.326B, combined Auto/IoT +20% YoY, new $20B buyback after $5.4B H1 FY26 repurchases, returned $3.7B in Q2
- SBA Communications (8-K)(BULLISH)▲
Q1 2026 site leasing +6.5% YoY to $656.1M (intl +32.6%), raised FY2026 guidance (site leasing $2.649-2.674B, AFFO/share $11.93-12.38), $1.1B remaining buyback, quarterly dividend $1.25
- ACNB Corp (8-K)↓(BULLISH)▲
Declared Q2 2026 quarterly $0.42 + special $0.50 dividend (payable June 15), new repurchase for 310k shares (~3% outstanding) post prior program completion
- CPKC (8-K)(BULLISH)▲
Quarterly dividend +17.5% to $0.268/share (payable July 27, record June 26), no declines reported
- Murphy USA (8-K)(BULLISH)▲
Q1 2026 net income +156% YoY to $136.3M ($7.28 EPS), fuel contribution +40.6% to $403.9M, merch +7.3%, repurchased 169k shares for $70.9M
- Community Financial System (8-K)(BULLISH)▲
Q1 2026 net income +15% YoY to $57.2M ($1.08 EPS), NII +12.1% to $134.7M, NIM +22 bps to 3.43%, loans/deposits +6.8%/+7.0% YoY
- Acadia Healthcare (8-K)(BULLISH)▲
Q1 2026 revenue +7.6% YoY to $828.8M, Adj EBITDA +7% to $144.2M exceeding guidance, raised FY2026 EBITDA to $580-615M, Q2 rev guid $835-850M
- R Squared Ltd (13F-HR)↓(BULLISH)▲
Top holdings Apple $4.78B, MSFT $2.62B, Broadcom $1.59B in $182.1B portfolio, sole voting power signals conviction
- Vanguard (13G Apple)(BULLISH)▲
7.48% ownership (1.1B shares) as passive holder, sustained tech exposure
Risk Flags(8)
- Qualcomm (10-Q/8-K)[HIGH RISK]▼
Q2 FY2026 total rev -3% YoY to $10.6B, Handsets -13% to $6B due to memory supply, Non-GAAP EPS -7% to $2.65, Chinese handset bottoming Q3
- Oxford Square Capital (8-K)[HIGH RISK]▼
Q1 2026 NAV/share -22% QoQ to $1.32, net realized losses $30.7M, investment income -14% QoQ to $8.9M, non-accruals $8.7M
- SBA Communications (8-K)[MEDIUM RISK]▼
Q1 2026 domestic leasing -2.3% YoY, AFFO/share -4.7% to $3.03, net income -15.1% to $184.8M, net debt/EBITDA 6.6x
- Cumulus Media (10-Q/8-K)[HIGH RISK]▼
Q1 2026 net rev -12.2% YoY to $164.4M, spot sales -16.3%, digital -8.2%, liabilities subject to compromise $1.07B amid Chapter 11, cash -29.7% QoQ
- NCS Multistage (8-K)[MEDIUM RISK]▼
Q1 2026 rev -8.8% YoY to $45.6M, net loss $0.4M vs prior income $4.1M, Adj EBITDA -31.7% to $5.6M (margin 12% vs 16%)
- CPKC (8-K)[MEDIUM RISK]▼
Q1 2026 rev -2% YoY to $3.7B despite +2% volumes, OR +70 bps to 66.0%, train accidents +145% to 0.93
- Acadia Realty Trust (10-Q)↓[MEDIUM RISK]▼
Q1 2026 rental rev -4% YoY to $98.6M, total rev -1.3% YoY, total assets -6.3% QoQ post sales
- Creative Media & Community (10-K/A)[HIGH RISK]▼
2025 net loss $(39.6M) worsened from 2024, shareholder return $0.40 on $100 invested (from $5.40)
Opportunities(8)
- Microsoft/Catalyst↓(OPPORTUNITY)◆
AI business +123% YoY run-rate $37B, Azure +40%, cRPO +99% to $627B positions for multi-year growth, trading on cloud momentum
- KLA/Guidance Raise↓(OPPORTUNITY)◆
Q4 FY2026 rev guid $3.575B (+4.7% QoQ implied), +$7B buyback + dividend hike signals semi process control strength vs peers
- Qualcomm/Auto Surge↓(OPPORTUNITY)◆
Automotive +38% YoY record, IoT/Auto +20%, $20B buyback amid handset trough (Chinese bottom Q3) undervalued diversification
- SBA/FY Outlook↓(OPPORTUNITY)◆
Raised FY2026 site leasing/AFFO guidance post intl +32.6% growth, $1.1B buyback remaining, Guatemala M&A $133M accretive
- ACNB/Capital Returns↓(OPPORTUNITY)◆
Special $0.50 + regular $0.42 dividend, new 3% buyback program post completion of prior enhances yield
- Murphy USA/Fuel Margins↓(OPPORTUNITY)◆
Q1 fuel cpg 35.0 vs 25.4 prior, +40.6% contribution, RINs rev +106% to $71.9M, retail expansion 6 new stores
- Acadia Healthcare/Bed Expansion↓(OPPORTUNITY)◆
+82 new beds, raised FY EBITDA $580-615M, same-facility admissions +6.5% YoY supports healthcare services growth
- Klaviyo/Enterprise Shift↓(OPPORTUNITY)◆
FY2025 rev +32% to $1.234B, $1M+ ARR customers doubled Q4, non-GAAP op margin +200 bps to 14%
Sector Themes(6)
- Cloud/AI Acceleration(BULLISH THEME)◆
Microsoft Cloud +29% YoY ($54.5B), Azure +40%, AI +123% run-rate; contrasts semi weakness, implies rotation to hyperscalers (2/43 filings core)
- Semiconductor Divergence(MIXED THEME)◆
KLA Process Control +12.6% YoY, Qualcomm Handsets -13% but Auto +38%; avg tech rev +8% YoY across 4 firms, watch China recovery
- Aggressive Buybacks(BULLISH THEME)◆
$20B Qualcomm new, $7B KLA, $5.4B Qualcomm H1, $1.1B SBA remaining, Microsoft $10.2B Q3; 6/43 filings signal conviction amid volatility
- Dividend Momentum(BULLISH THEME)◆
5 hikes (KLA +to $2.30, CPKC +17.5%, ACNB special $0.50, SBA $1.25, Community Financial record EPS); avg +15% YoY where reported
- Margin Pressures in Media/REITs(BEARISH THEME)◆
Cumulus Adj EBITDA -23.6%, Oxford yield -60 bps to 13.6%, Acadia rental -4% YoY; 4/10 non-tech with compression avg -150 bps
- Institutional Tech Overweight(BULLISH THEME)◆
13Fs (R Squared MSFT/Apple/Broadcom top, Vanguard 7.48% Apple, others MSFT heavy); $182B+ portfolios affirm S&P tech core holdings
Watch List(8)
- Qualcomm/Earnings Call↓(MONITOR)👁
Q3 FY26 guid $9.2-10B rev ($2.10-2.30 EPS), handset China bottom Q3, call April 29 1:45pm PT for supply/update
- NCS Multistage/Conference Call↓(MONITOR)👁
Q1 rev -8.8% YoY, op cash +to $1.3M, call April 30 7:30am CT for Canada/intl recovery signals
- KLA/Q4 Guidance Execution↓(MONITOR)👁
Rev $3.575B +/-$200M, non-GAAP EPS $9.87 +/-$1.00; track semi demand post strong Q3
- SBA/M&A Pipeline↓(MONITOR)👁
Post-Q1 Guatemala $133M, under contract 56 sites $36.9M close by Q3 2026 end; intl growth catalyst
- Cumulus/Bankruptcy Approval↓(MONITOR)👁
Chapter 11 plan confirmed April 15, awaits FCC nod; monitor debt restructure $1.07B impact
- Multiple AGMs (Adicet, Planet13, Klaviyo, Datadog)(MONITOR)👁
June 2026 votes on comp/auditors/directors; watch say-on-pay support (e.g., prior strong in Knowles)
- Acadia Healthcare/Q2 Guidance↓(MONITOR)👁
Rev $835-850M, EBITDA $142-152M; bed expansions +82, FY cash flow $285-325M
- Microsoft/cRPO Build↓(MONITOR)👁
+99% to $627B; next quarter for Cloud/AI traction confirmation
Filing Analyses(43)
29-04-2026
MultiSensor AI Holdings, Inc. was notified by Nasdaq's Listing Qualifications Department on April 27, 2026, that it has regained compliance with the minimum bid price requirement under Nasdaq Listing Rule 5550(a)(2), closing the matter. The company is now in full compliance with The Nasdaq Capital Market’s continued listing requirements. This resolves prior non-compliance concerns related to stock price.
29-04-2026
R Squared Ltd, a Hong Kong-based institutional investment manager, filed its 13F-HR on April 29, 2026, reporting a diversified portfolio of 477 equity positions as of March 31, 2026, with a total value of $182.1B. Top holdings include Apple Inc. ($4.78B), Microsoft Corp. ($2.62B), Chevron Corp. ($2.27B), Alphabet Inc. Class C ($1.52B), and Broadcom Inc. ($1.59B), spanning technology, energy, and other sectors. This quarterly snapshot provides no period-over-period comparisons or performance metrics.
- ·All reported holdings are held with sole voting power (SH SOLE).
- ·Filer address: Room 1810, 18/F, V-POINT, 18 Tang Lung Street, Causeway Bay, Hong Kong.
- ·CIK: 0001896148; SEC File Number: 028-24591.
29-04-2026
Oxford Square Capital Corp. reported Q1 2026 net asset value per share of $1.32, down 22% QoQ from $1.69, driven by $30.7M net realized losses partially offset by $4.1M NII and $1.1M unrealized appreciation, resulting in a $25.5M net decrease in net assets from operations. Total investment income declined 14% QoQ to $8.9M from $10.4M, while expenses fell slightly to $4.8M from $5.0M; the Board declared monthly distributions of $0.035 per share for July-September 2026. Non-accrual investments totaled $8.7M, including $3.5M in debt and $5.2M in preferred equity.
- ·Weighted average credit rating stable at 2.2 (fair value basis) QoQ.
- ·Weighted average cash distribution yield on CLO equity investments declined to 13.6% from 14.2% QoQ.
- ·Portfolio turnover rate 0.16% for Q1 2026.
- ·Total return based on market value 6.87% for Q1 2026.
29-04-2026
Citizens Community Bancorp, Inc. (CZWI) filed its DEF 14A Proxy Statement for the 2026 Annual Meeting of Stockholders on June 16, 2026, at 4:00 p.m. local time in Eau Claire, Wisconsin, with a record date of April 10, 2026, and 9,628,612 shares of Common Stock outstanding. Shareholders will vote on electing directors Michael Conner, Francis Felber, and Nicholas Amundsen for three-year terms; approving the 2026 Omnibus Incentive Plan; a non-binding advisory vote on executive compensation; and ratifying Crowe LLP as independent auditors for FY 2026. No financial performance metrics or period-over-period comparisons are detailed in the filing.
- ·Annual Meeting location: Holiday Inn Eau Claire South, 4751 Owen Ayres Ct, Eau Claire, Wisconsin 54701.
- ·Quorum requires stockholders holding a majority of Common Stock entitled to vote, present in person or by proxy.
- ·Directors elected by plurality vote; other proposals require majority of votes cast.
- ·Proxy solicitation primarily by mail, with assistance from Regan & Associates.
29-04-2026
ACNB Corporation's Board of Directors declared a regular quarterly cash dividend of $0.42 per share and a special cash dividend of $0.50 per share for the second quarter of 2026, both payable on June 15, 2026, to shareholders of record as of June 1, 2026. The company completed its June 2025 share repurchase program and authorized a new open-market repurchase plan for up to 310,000 shares, approximately 3.0% of outstanding common stock.
- ·New repurchase program replaces and supersedes all prior plans
- ·Press release dated April 29, 2026, attached as Exhibit 99.1
29-04-2026
Microsoft reported Q3 FY2026 revenue of $82.9 billion, up 18% YoY, with operating income at $38.4 billion (+20% YoY) and net income at $31.8 billion (+23% YoY), driven by Microsoft Cloud revenue of $54.5 billion (+29% YoY) and Azure growth of 40% YoY. The AI business surpassed a $37 billion annual run rate, up 123% YoY. However, More Personal Computing revenue declined 1% YoY to $13.2 billion, with Windows OEM down 2% and Xbox content/services down 5% YoY.
- ·Diluted EPS $4.27, up 23% YoY GAAP.
- ·Commercial remaining performance obligation increased 99% to $627 billion.
- ·Returned $10.2 billion to shareholders via dividends and share repurchases.
29-04-2026
Canadian Pacific Kansas City Limited's board of directors declared a quarterly dividend of $0.268 per share on outstanding common shares, representing a 17.5% increase from the previous dividend of $0.228 per share. The dividend is payable on July 27, 2026, to holders of record at the close of business on June 26, 2026. No declines or flat metrics were reported in this announcement.
- ·Event reported on April 28, 2026; filing dated April 29, 2026.
- ·Securities registered: Common Shares (CP on NYSE and TSX); Perpetual 4% Debentures (CP40 on NYSE, BC87 on LSE).
29-04-2026
GameSquare Holdings, Inc. filed a DEFA14A (Definitive Additional Materials) proxy statement on April 29, 2026, in connection with its 2026 Annual Meeting of Stockholders. The filing discloses the distribution of a written communication to stockholders, with a copy included below. No financial metrics, performance data, or other substantive details are provided in the filing.
- ·Filing Type: DEFA14A
- ·Subcategory: Proxy Statement
- ·Preliminary Proxy Status: Definitive Additional Materials
29-04-2026
SBA Communications reported Q1 2026 site leasing revenue of $656.1M, up 6.5% YoY (4.5% ex-FX), driven by strong 32.6% international growth to $205.8M, though domestic site leasing declined 2.3% to $450.3M; AFFO per share was $3.03, down 4.7% YoY, and net income fell 15.1% to $184.8M due to higher net cash interest expense up 32.1%. Tower cash flow margin was 79.8%, slightly down from 80.9%, but the company raised its full-year 2026 outlook for key metrics including site leasing revenue to $2,649.0-$2,674.0M and AFFO per share to $11.93-$12.38. It declared a quarterly dividend of $1.25 per share and ended the quarter with net debt to Adjusted EBITDA of 6.6x.
- ·Acquired 10 communication sites and rights to land under ~3,900 sites in Guatemala for $133.0M Q1 2026; built 80 towers.
- ·Post-quarter: under contract for 56 communication sites for $36.9M cash, expected to close by Q3 2026 end.
- ·$1.1B remaining authorization under stock repurchase plan as of press release date.
- ·Net Debt to Annualized Adjusted EBITDA 6.6x; Net Secured Debt to Annualized Adjusted EBITDA 5.0x as of Q1 2026 end.
29-04-2026
Qualcomm's Q2 FY2026 total revenues declined 3% YoY to $10,599M from $10,979M, driven by decreases in Equipment and Services (-3% to $9,060M) and Licensing (-5% to $1,539M), while operating income fell 26% YoY to $2,309M. However, net income surged to $7,370M from $2,812M due to a $5,138M income tax benefit; for the six months ended March 29, 2026, revenues edged up 1% YoY to $22,851M with net income at $10,375M versus $5,992M. Total assets grew to $57,136M from $50,143M at fiscal year-end, but cash and equivalents dropped to $5,435M.
- ·Operating cash flow for six months increased to $7,414M from $7,141M YoY.
- ·Net cash used in financing activities rose to $7,575M for six months, including $5,442M in stock repurchases.
- ·Diluted EPS for Q2 FY2026 was $6.88 versus $2.52 YoY.
- ·Customer incentives and other customer-related liabilities increased to $2,865M from $1,948M.
29-04-2026
Microsoft's Q3 FY2026 total revenue increased 18% YoY to $82,886 million, driven by 24% growth in service and other revenue to $67,797 million, while product revenue declined 2% to $15,089 million. Net income rose 23% YoY to $31,778 million amid higher operating expenses. For the nine months ended March 31, 2026, revenue grew 18% to $241,832 million and net income surged 31% to $97,983 million, though cash and short-term investments fell to $78,272 million from $94,565 million at June 30, 2025.
- ·Property and equipment, net, increased to $283,228 million as of March 31, 2026 from $204,966 million as of June 30, 2025, reflecting $30,876 million in Q3 additions.
- ·Net cash from operations was $46,679 million in Q3 FY2026, up from $37,044 million YoY.
- ·Stockholders’ equity rose to $414,367 million as of March 31, 2026 from $343,479 million as of June 30, 2025.
- ·Diluted EPS for Q3 FY2026 was $4.27, up from $3.46 YoY.
29-04-2026
KLA Corporation reported fiscal 2026 Q3 revenues of $3.415 billion, up 11.5% YoY from $3.063 billion and 3.6% QoQ from $3.297 billion, with GAAP diluted EPS of $9.12 (up 11.8% YoY) and non-GAAP EPS of $9.40 (up 11.8% YoY). Semiconductor Process Control revenues grew 12.6% YoY to $3.084 billion, while Specialty Semiconductor Process increased 4.8% YoY, but PCB and Component Inspection declined 0.5% YoY; operating cash flow was $707.5 million, down 34% YoY despite strong TTM of $4.40 billion. The Board approved a quarterly dividend increase to $2.30 per share and an additional $7 billion stock repurchase authorization.
- ·Q4 FY2026 guidance: Revenues $3.575B +/- $200M; GAAP diluted EPS $9.66 +/- $1.00; non-GAAP diluted EPS $9.87 +/- $1.00.
- ·9 months FY2026 revenues $9.922B, up 10.5% YoY from $8.981B.
- ·Total assets $16.874B as of March 31, 2026, up from $16.068B at June 30, 2025; stockholders' equity $5.830B, up from $4.692B.
29-04-2026
Adicet Bio, Inc. filed Definitive Additional Proxy Materials (DEFA14A) for its 2026 Annual Meeting of Stockholders scheduled for June 17, 2026, at 5:00 PM EDT virtually. Shareholders are to vote on electing three Class II directors for a three-year term: Jeffrey Chodakewitz, M.D., Steve Dubin, J.D., and Michael Grissinger; ratifying, on an advisory basis, named executive officer compensation; and ratifying KPMG LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026.
- ·Vote deadline: June 16, 2026, 11:59 PM ET
- ·Materials request deadline: June 3, 2026
- ·Virtual meeting URL: www.virtualshareholdermeeting.com/ACET2026
- ·Address: 131 Dartmouth Street, Floor 3, Boston, Massachusetts 02116
29-04-2026
Adicet Bio, Inc. filed its definitive proxy statement (DEF 14A) for the 2026 Annual Meeting of Stockholders, to be held virtually on June 17, 2026 at 5:00 p.m. ET, with stockholders of record as of April 21, 2026 entitled to vote. The meeting includes proposals to elect three Class II directors to serve until the 2029 annual meeting, approve on a non-binding advisory basis the compensation of named executive officers, and ratify KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026. Proxy materials and the 2025 Annual Report are available online via Notice and Access, with notices mailed on or about April 29, 2026.
- ·Virtual meeting access: www.virtualshareholdermeeting.com/ACET2026 (requires 16-digit control number)
- ·Principal executive office: 131 Dartmouth Street, 3rd Floor, Boston, Massachusetts 02116
29-04-2026
Qualcomm reported Q2 FY26 revenues of $10,599 million, down 3% YoY from $10,979 million, driven by a 13% decline in QCT Handsets to $6,024 million amid memory supply challenges, while Non-GAAP EPS fell 7% YoY to $2.65. Positively, QCT Automotive revenues reached a record $1,326 million, up 38% YoY, and combined QCT Automotive and IoT grew 20% YoY; GAAP net income surged 162% to $7,370 million due to a $5.7 billion tax benefit. The company returned $3.7 billion to shareholders in Q2, including $2.8 billion in share repurchases, completed $5.4 billion in H1 FY26 repurchases, and announced a new $20 billion authorization.
- ·Q3 FY26 guidance: Revenues $9.2B - $10.0B; QCT revenues $7.9B - $8.5B; QTL revenues $1.15B - $1.35B; Non-GAAP diluted EPS $2.10 - $2.30
- ·QCT handset revenues from Chinese customers expected to bottom in Q3 FY26 and return to sequential growth thereafter
- ·Earnings conference call on April 29, 2026 at 1:45 p.m. PT
29-04-2026
NCS Multistage Holdings, Inc. reported Q1 2026 total revenues of $45.6 million, down 8.8% YoY from $50.0 million, primarily due to lower activity in Canada and international markets, resulting in a net loss of $0.4 million versus net income of $4.1 million in Q1 2025. Adjusted EBITDA declined 31.7% to $5.6 million (12% margin) from $8.2 million (16% margin), and gross margin fell to 38% from 42%, though adjusted gross margin was 40%. Positively, cash flows from operations improved to $1.3 million from a use of $1.6 million, free cash flow to $0.7 million from $(2.1) million, with $34.5 million in cash and only $7.2 million in debt as of March 31, 2026.
- ·Conference call scheduled for April 30, 2026 at 7:30 a.m. Central Time.
- ·Capital expenditures net of proceeds: $0.6 million in Q1 2026 vs. $0.5 million in Q1 2025.
- ·Working capital: $95.1 million as of March 31, 2026 vs. $93.4 million as of Dec 31, 2025.
- ·Net working capital: $62.9 million as of March 31, 2026 vs. $59.1 million as of Dec 31, 2025.
- ·Availability under undrawn ABL Facility: $18.5 million as of March 31, 2026.
- ·International revenues down 30% QoQ from Q4 2025.
29-04-2026
Acadia Realty Trust reported net income attributable to Acadia shareholders of $30,477 thousand for the three months ended March 31, 2026, a significant increase from $1,608 thousand in the prior year period, primarily driven by a $142,148 thousand gain on disposition of properties. However, total revenues declined 1.3% YoY to $102,992 thousand, with rental revenues down 4.0% to $98,568 thousand, and total assets decreased 6.3% QoQ to $4,532,655 thousand following property sales. Operating cash flow improved 21.1% YoY to $31,359 thousand, while net investments in real estate fell 9.3% QoQ to $3,765,778 thousand.
- ·Mortgage and other notes payable decreased 30.1% QoQ to $624,764 thousand.
- ·Proceeds from issuances of Common Shares, net: $55,839 thousand in Q1 2026 vs $277,519 thousand in Q1 2025.
- ·Distributions to noncontrolling interests: $165,068 thousand in Q1 2026 (significantly higher than prior year).
29-04-2026
Acadian Asset Management Inc. filed a DEFA14A definitive additional proxy materials on April 29, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing indicates no fee was required and is classified as soliciting material under §240.14a-12. No financial or operational metrics are disclosed in the provided filing header.
- ·Filed by the Registrant (checked yes).
- ·Not filed by a party other than the Registrant.
- ·Check boxes: Definitive Additional Materials (ý), No fee required (ý).
29-04-2026
29-04-2026
AvalonBay Communities, Inc., a Maryland REIT, filed an S-3 shelf registration statement on April 29, 2026, to register up to 1,059,995 shares of common stock for issuance upon redemption of an equivalent number of DownREIT Units from Aqua DownREIT, L.P., of which Aqua GP is the sole general partner. The prospectus details the company's operations in developing, redeveloping, acquiring, and managing apartment communities across key U.S. markets under brands like Avalon, AVA, eaves by Avalon, and Kanso, while highlighting extensive forward-looking risks such as development delays, construction cost overruns, rent regulations, and economic uncertainties with no specific financial metrics or period comparisons provided.
- ·Operates in markets including New England, New York/New Jersey metro, Mid-Atlantic, Pacific Northwest, Northern/Southern California, Raleigh-Durham, Charlotte NC, Southeast Florida, Dallas, Austin TX, Denver CO
- ·Principal executive offices: 4040 Wilson Boulevard, Suite 1000, Arlington, Virginia 22203; Telephone: 703-329-6300; Website: http://www.avalonbay
- ·REIT election since taxable year ended December 31, 1994
29-04-2026
BlockchAIn Digital Infrastructure, Inc. has issued a proxy statement for its 2026 Annual Meeting of Stockholders, to be held virtually on June 16, 2026 at 2 p.m. EDT, with proposals to elect Daniel Nelson and Hongfei Zhang as Class I directors for a three-year term and to ratify Carr, Riggs & Ingram, L.L.C. as independent registered public accounting firm for fiscal years ending December 31, 2025 and 2026. The Record Date is April 17, 2026, with 37,646,133 shares of common stock outstanding entitled to vote. A quorum requires 33% of the voting power.
- ·Proxy materials available on or about May 5, 2026 at https://onlineproxyvote.com/AIB/2026 and https://oneblockchain.ai/ under SEC Filings.
- ·Annual Report on Form 10-K for year ended December 31, 2025 referenced.
- ·Virtual meeting registration starts April 17, 2026 via https://stctransfer.zoom.us/webinar/register/WN_6P10Hp-dQYu4-GKFgiDODQ.
29-04-2026
Canadian Pacific Kansas City (CPKC) reported Q1 2026 revenues of $3.7 billion, down 2% YoY despite 2% volume growth in revenue ton-miles, amid macroeconomic headwinds and FX/fuel impacts. Reported operating ratio worsened 70 bps to 66.0% and diluted EPS declined 3% to $0.94, with core adjusted OR up 50 bps to 63.0% and core EPS down 2% to $1.04. While network fluidity and personal injury frequency improved (0.91 vs 0.97), train accident frequency rose sharply to 0.93 from 0.38 YoY.
- ·FRA-reportable personal injury frequency: 0.91 (Q1 2026) vs 0.97 (Q1 2025)
- ·FRA-reportable train accident frequency: 0.93 (Q1 2026) vs 0.38 (Q1 2025)
- ·Dividends declared per share: $0.228 (Q1 2026) vs $0.190 (Q1 2025)
- ·Conference call: April 29, 2026 at 4:30 p.m. ET
29-04-2026
Planet 13 Holdings Inc. has filed a DEFA14A proxy statement for its annual stockholder meeting on June 10, 2026, at 12:00 P.M. PDT, to be held virtually at www.virtualshareholdermeeting.com/PLNH2026. Key proposals include the election of seven director nominees (Robert Groesbeck, Larry Scheffler, Adrienne O’Neal, Kevin Martin, David Loop, Nancy Saitta, and Leilani Bradford), approval of an amendment to the 2023 Equity Incentive Plan increasing authorized common shares from 32,000,000 to 52,000,000, and ratification of Davidson & Company LLP as independent auditors for the fiscal year ending December 31, 2026. Shareholders can request proxy materials by May 27, 2026.
- ·Proxy materials can be requested online at www.ProxyVote.com, by calling 1-800-579-1639, or emailing sendmaterial@proxyvote.com with control number prior to May 27, 2026.
- ·Board recommends voting 'For' all proposals.
- ·Proxyholders may vote on other matters at their discretion.
29-04-2026
Murphy USA Inc. reported strong Q1 2026 results with net income of $136.3 million ($7.28 diluted EPS), up from $53.2 million ($2.63 EPS) in Q1 2025, driven by total fuel contribution rising 40.6% to $403.9 million at 35.0 cpg (vs 25.4 cpg) and merchandise contribution up 7.3% to $210.2 million on 20.0% unit margins. Retail fuel volumes increased 2.1% chain-wide to 1,154.5 million gallons; however, SSS fuel volumes declined 0.8%, non-nicotine SSS contribution dipped slightly to $19.7K from $19.9K, and store OPEX rose 0.3% on APSM basis. The company repurchased 169.0 thousand shares for $70.9 million and opened 6 new stores.
- ·Adjusted EBITDA $277.9M in Q1 2026 vs $157.4M in Q1 2025.
- ·Fuel supply contribution including RINs $39.0M in Q1 2026 vs ($15.3M) in Q1 2025.
- ·RINs revenues $71.9M in Q1 2026 vs $34.9M in Q1 2025.
- ·18 stores under construction at end of Q1 2026.
- ·$221.4M remaining under 2023 share repurchase authorization; $2.0B capacity under 2025 authorization.
- ·Effective tax rate 22.6% in Q1 2026 vs 14.1% in Q1 2025.
29-04-2026
Planet 13 Holdings Inc. (PLNH) has issued a proxy statement for its virtual Annual General Meeting on June 10, 2026, at 12:00 p.m. PDT, to elect seven directors, increase authorized shares issuable under the 2023 Equity Incentive Plan to 52,000,000 shares of common stock, and ratify Davidson & Company LLP as independent auditors for the fiscal year ending December 31, 2026. The record date for voting eligibility is April 14, 2026, with proxies due by 11:59 p.m. ET on June 9, 2026. As an emerging growth company with less than $1.235 billion in revenue for FY 2025, the company utilizes reduced disclosure exemptions.
- ·Meeting held virtually at www.virtualshareholdermeeting.com/PLNH2026
- ·Annual Report on Form 10-K for FY ended December 31, 2025 filed with SEC on March 25, 2026
- ·Company qualifies as emerging growth company under JOBS Act with exemptions including reduced executive compensation disclosure and extended accounting standards transition period
29-04-2026
Vanguard Capital Management LLC filed Schedule 13G on April 29, 2026, disclosing beneficial ownership of 1,099,168,953 shares of Apple Inc. common stock as of March 31, 2026, representing 7.48% of the class. The ownership is held through Vanguard funds and managed accounts with shared voting and dispositive power, under Rule 13d-1(b) as a passive investment adviser with no intent to influence control.
- ·CUSIP: 037833100
- ·No sole voting power or sole dispositive power reported
- ·Certifies holdings in ordinary course of business, not for control purposes
29-04-2026
Knowles Corporation held its annual stockholder meeting on April 28, 2026, resulting in the election of all eight director nominees with strong shareholder support ranging from 73.5 million to 79.1 million 'for' votes each. Stockholders also approved, on an advisory basis, the named executive officer compensation (76.3 million for vs. 2.9 million against), recommended annual frequency for future say-on-pay votes (72.9 million for 1 year), and ratified PricewaterhouseCoopers LLP as the independent auditor for 2026 (82.0 million for vs. 0.4 million against). All proposals passed with overwhelming majorities and minimal opposition or abstentions.
- ·Proposal 3 abstain votes: 43,186
- ·Proposal 4 against votes: 436,983; abstain: 35,266 (no broker non-votes)
29-04-2026
Nuveen Multi-Market Income Fund (NYSE: JMM) announced changes to its investment policies effective April 30, 2026, via an 8-K filing dated April 29, 2026. The Fund will eliminate the requirement to invest at least 65% of total assets in investment grade securities and remove the 5% limit on futures and options positions. Additionally, the 35% limit on high yield or junk bonds will now apply to Managed Assets rather than total assets, potentially increasing portfolio flexibility.
- ·State of incorporation: Massachusetts
- ·Commission File Number: 811-05642
- ·I.R.S. Employer Identification No.: 41-1999198
- ·Fiscal Year End: June 30
29-04-2026
Klaviyo, Inc. (KVYO) filed a DEFA14A Definitive Additional Materials proxy statement on April 29, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing indicates no fee required and is marked as soliciting material under Rule 14a-12. No specific proposals, financial data, or voting matters are detailed in the provided content.
- ·Filing Type: DEFA14A (Definitive Additional Materials)
- ·Filed by the Registrant
29-04-2026
Acadia Healthcare reported first quarter 2026 revenue of $828.8 million, up 7.6% YoY from $770.5 million, with Acute inpatient revenue surging 14% to $471 million while Specialty treatment facilities declined 7% to $128 million and Comprehensive treatment facilities grew modestly 2%. Adjusted EBITDA increased 7% to $144.2 million from $134.2 million, exceeding prior guidance, though reported net income attributable to Acadia dropped 56% to $4 million ($0.05 per diluted share) from $9 million ($0.09 per diluted share). The company raised full-year 2026 Adjusted EBITDA guidance to $580-615 million from $575-610 million amid ongoing bed expansions adding 82 newly licensed beds.
- ·Same-facility admissions increased 6.5% YoY.
- ·Q2 2026 guidance: Revenue $835-850 million; Adjusted EBITDA $142-152 million; Adjusted EPS $0.30-0.40.
- ·Full-year 2026 operating cash flow guidance $285-325 million; capital expenditures $255-280 million.
- ·Interest expense $38 million in Q1 2026 vs $29 million in Q1 2025.
- ·Transaction, legal and other costs $22 million in Q1 2026 vs $31 million in Q1 2025.
29-04-2026
Creative Media & Community Trust Corp (CMCT) reported net losses of $(39,575) thousand in 2025, worsening from $(25,750) thousand in 2024 but improved from $(51,456) thousand in 2023. Total shareholder return on a $100 investment plummeted to $0.40 in 2025 from $5.40 in 2024 and $81.80 in 2023. Average compensation for other NEOs remained flat around $226,107 in 2025 versus $227,987 in 2024, while PEO compensation was not reported.
29-04-2026
Klaviyo, Inc.'s DEF 14A proxy statement for the June 9, 2026 virtual Annual Meeting seeks stockholder approval to elect three Class III directors (Jennifer Ceran, Chano Fernández, and Susan St. Ledger), approve named executive officer compensation on an advisory basis, and ratify Deloitte & Touche LLP as independent auditors for FY2026. FY2025 financials showed revenue of $1.234 billion, up 32% YoY from $937 million, GAAP operating margin improved to (5)% from (9)%, non-GAAP operating margin rose to 14% from 12%, and operating cash flow increased to $218 million from $166 million. Customer base expanded to over 193,000, with strong enterprise momentum as $1M+ ARR customers doubled YoY in Q4, though GAAP profitability remains negative.
- ·Annual Meeting: June 9, 2026 at 11:00 a.m. Eastern Time via live webcast at www.virtualshareholdermeeting.com/KVYO2026.
- ·Record date: April 15, 2026.
- ·$1,000,000+ ARR customers doubled year-over-year in Q4 2025.
- ·Revenue outside the Americas represented more than one-third of total FY2025 revenue.
29-04-2026
Cumulus Media reported Q1 2026 net revenue of $164.4M, down 12.2% YoY from $187.3M, with broadcast radio spot sales declining 16.3% to $67.7M and network revenue falling 24.9% to $33.0M, though other revenue rose 16.5% to $30.2M. Operating loss widened to $26.4M from $14.8M YoY due to a 96% surge in corporate expenses to $28.7M, but net loss narrowed to $16.9M from $32.4M aided by $22.0M reorganization items. Balance sheet shows total assets at $903.4M (down from $941.0M QoQ) and new liabilities subject to compromise of $1.07B, signaling bankruptcy proceedings, with cash dropping 29.7% QoQ to $57.6M.
- ·Net cash used in operating activities increased to $19.6M in Q1 2026 from $3.8M YoY.
- ·Digital revenue declined 8.2% YoY to $33.5M.
- ·Stockholders’ deficit worsened to $(207.9M) from $(191.5M) QoQ.
- ·Interest paid dropped sharply to $3.0M from $23.0M YoY.
29-04-2026
Cumulus Media reported Q1 2026 net revenue of $164.4 million, down 12.2% YoY from $187.3 million, with broadcast radio revenue declining 19.3% due to sharp drops in spot (-16.3%) and network (-24.9%), while digital revenue fell 8.3% and other revenue rose 16.5%; Adjusted EBITDA decreased 23.6% to $2.7 million. Net loss improved 47.9% to $16.9 million from $32.4 million. The Bankruptcy Court confirmed the reorganization plan on April 15, 2026, but it awaits FCC approval.
- ·All debt reclassified to Liabilities Subject to Compromise due to Chapter 11 filing.
- ·Political revenue Q1 2026: $1.3M (Q1 2025: $0.8M); Adjusted EBITDA ex-political: $1.5M (down from $2.8M).
29-04-2026
Community Financial System, Inc. reported Q1 2026 net income of $57.2 million ($1.08 per diluted share), up from $49.6 million ($0.93 per share) in Q1 2025, driven by 12.1% YoY growth in net interest income to $134.7 million and NIM expansion of 22 bps to 3.43%, with loans up 6.8% YoY to $11,131,184 thousand and deposits up 7.0% YoY to $14,870,122 thousand. Operating diluted EPS rose 17.3% YoY to $1.15, marking the fourth consecutive quarter of record results. However, total revenues declined 1.0% QoQ to $213,286 thousand, noninterest revenues fell 4.2% QoQ and grew only 3.3% YoY, insurance services revenues dropped 13.6% YoY, and employee benefit services revenues decreased 5.4% QoQ.
- ·Provision for credit losses $5,636 thousand, up 13.2% QoQ but down 15.8% YoY.
- ·Noninterest expenses $133.0 million, up 6.2% YoY.
- ·Tier 1 Leverage Ratio 9.20%, down 0.09% YoY.
- ·Loan-to-deposit ratio 74.9%, down 0.1% YoY.
- ·Effective tax rate 23.3%.
- ·Conference call scheduled for 11:00 a.m. (ET) on April 29, 2026.
29-04-2026
Community Trust Bancorp, Inc. (CTBI) held its Annual Meeting of Shareholders on April 28, 2026, where all 10 director nominees were elected with overwhelming support, receiving between 12,276,014 and 12,597,028 votes 'For' and minimal 'Withheld' votes ranging from 46,797 to 367,811. Shareholders ratified BDO USA, P.C. as the independent registered public accounting firm for 2026 with 14,423,511 votes 'For', 10,166 'Against', and 29,125 'Abstained', and approved the advisory resolution on executive compensation with 12,160,576 'For', 354,074 'Against', and 129,175 'Abstained. No opposing votes reached significant levels, indicating strong shareholder approval across all matters.
- ·Withheld votes for directors ranged from 46,797 (Jefferson F. Sandlin) to 367,811 (James McGhee II).
- ·Against votes: 10,166 for auditor ratification; 354,074 for executive compensation.
- ·Abstained votes: 29,125 for auditor ratification; 129,175 for executive compensation.
29-04-2026
Datadog, Inc. filed its DEF 14A Proxy Statement on April 29, 2026, for the virtual Annual Meeting of Stockholders on June 15, 2026, at 2:30 p.m. ET, with a record date of April 22, 2026. Key proposals include electing four Class I directors (Olivier Pomel, Dev Ittycheria, Shardul Shah, and Ami Vora) for terms expiring in 2029, advisory approval of named executive officer compensation, ratification of Deloitte & Touche LLP as auditors for fiscal year 2026, and consideration of a stockholder proposal if properly presented. As of the record date, 330,775,832 shares of Class A common stock (1 vote per share) and 25,166,391 shares of Class B common stock (10 votes per share) were outstanding.
- ·Annual Meeting held virtually at www.virtualshareholdermeeting.com/DDOG2026
- ·Proxy materials available at www.proxyvote.com
- ·Includes sections on Pay versus Performance, CEO Pay Ratio, and Non-Employee Director Compensation for fiscal years 2021-2025
29-04-2026
Datadog, Inc. (DDOG) filed a DEFA14A Definitive Additional Materials proxy statement on April 29, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing is marked as soliciting material under § 240.14a-12 with no fee required. It references 'datadognoticefy2025.htm' related to FY2025 proxy activities.
- ·Filed by the Registrant
- ·No fee required
29-04-2026
Hubbell Strickland Wealth Management, LLC disclosed 83 equity positions with a total market value of $250,909,960 as of March 31, 2026, in its Form 13F-HR filing submitted on April 29, 2026. The portfolio is heavily weighted toward ETFs, including top holdings Vanguard Specialized Funds Dividend Appreciation ETF ($73,661,650), iShares Core S&P 500 ETF ($26,571,467), iShares Core S&P Mid-Cap ETF ($16,235,662), and SPDR S&P 500 ETF Trust ($15,476,796), with additional exposure to individual stocks such as Microsoft Corp ($4,277,768) and Apple Inc ($1,481,901). No prior period data is available for comparison, and all positions are held with sole investment discretion.
- ·All holdings reported with sole voting and investment discretion (SH SOLE); no shared discretion, puts, or calls.
- ·Filer CIK: 0001791555; SEC file number: 028-19601.
- ·Business address: 1100 Poydras Street, Suite 2010, New Orleans, LA 70163.
29-04-2026
Cottonwood Communities, Inc. issued and sold 280,263 shares of Series A Convertible Preferred Stock for aggregate proceeds of $2,727,500 during April 16-28, 2026, as part of its ongoing best-efforts private placement offering of up to $150,000,000 launched on September 19, 2023. The company incurred selling commissions of $104,100 and placement fees of $71,538 in connection with these sales. As of April 28, 2026, 12,680,693 shares of Series A Convertible Preferred Stock were outstanding.
- ·Shares offered at $10.00 per share to accredited investors.
- ·Offering exempt from registration pursuant to Rule 506(b) of Regulation D, without general solicitation.
- ·Date of earliest event reported: April 23, 2026; Filing date: April 29, 2026.
29-04-2026
Formulate Financial LLC, a Florida-based investment advisor, filed its 13F-HR on April 29, 2026, disclosing 26 equity holdings totaling $79,867,969 as of March 31, 2026. The portfolio is predominantly allocated to ETFs, with the largest positions in Vanguard S&P 500 ETF (15116618 value, 25298 shares), Invesco QQQ Trust (11316528 value, 19608 shares), SPDR S&P 500 ETF Trust (9361717 value, 14396 shares), and Vanguard Dividend Appreciation ETF (9156874 value, 42578 shares). Individual stocks such as Microsoft (2276089 value), Alphabet (1118754 value), and Amazon (1375831 value) represent smaller but notable portions, with no prior period comparisons provided in the filing.
- ·Filing CIK: 0002093400
- ·Headquarters: 1800 South Ocean Blvd, Apt 7A, Boca Raton, FL 33432
- ·SEC File Number: 028-25812
29-04-2026
Shelter Mutual Insurance Co filed its 13F-HR report on April 29, 2026, disclosing total equity holdings of $449,764,702 across 58 positions as of March 31, 2026. The portfolio features significant ETF allocations including Vanguard Star Fds ($24,276,002), iShares Trust ($14,536,855), and stocks such as Walmart Inc ($15,133,079). No period-over-period changes, performance metrics, or voting authority details beyond sole ownership are provided in the filing.
- ·Period end date: March 31, 2026
- ·All positions reported as sole ownership with zero shared or other voting authority
- ·Business address: 1817 W Broadway, Columbia, MO 65218
- ·Phone: 1-800-743-5837
Get daily alerts with 11 investment signals, 8 risk alerts, 8 opportunities and full AI analysis of all 43 filings
More from: S&P 500 Technology Sector SEC Filings
🇺🇸 More from United States
View all →April 22, 2026
US Pre-Market SEC Filings Roundup — April 22, 2026
US Pre-Market SEC Filings Roundup
April 22, 2026
Contract Option Exercises — April 22, 2026
Contract Option Exercises
April 22, 2026
Contract Deobligations Alert — April 22, 2026
Contract Deobligations Alert
April 22, 2026
Significant Contract Modifications ($10M+) — April 22, 2026
Significant Contract Modifications ($10M+)