Filings Radar

SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.

Showing material events only. Routine administrative filings — bylaw amendments, technical fund updates, procedural FD disclosures — are filtered out so the front page stays signal-dense.

FMC CORP (FMC)

8-K Other material confidence 75% filed 2026-05-19 Item 8.01

FMC announced a proposed $750 million private offering of senior secured notes due 2031 to refinance existing debt and for general corporate purposes. While this is a material financing event affecting the company's capital structure and liquidity, it does not fit cleanly into the standard taxonomy categories (not an M&A activity, not a dilutive equity issuance, not a covenant breach). The disclosure centers on the announcement of a debt offering rather than completion of a transaction, making "other_material" the most appropriate classification for this significant financing announcement.

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Relay Therapeutics, Inc. (RLAY)

8-K Other material confidence 74% filed 2026-05-19 Item 8.01

Relay Therapeutics announced initial Phase 2 clinical trial data from the ReInspire study of zovegalisib in vascular anomalies, reporting a 60% volumetric response rate in 20 evaluable patients, 89% clinical improvement in patient-reported outcomes (IGIC), and low Grade 3+ adverse event rates at lower doses.

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Federal Home Loan Bank of Pittsburgh

8-K Other material confidence 65% filed 2026-05-19 Item 2.03

This Item 2.03 disclosure reports the creation of direct financial obligations through the issuance of consolidated obligations (bonds and discount notes) by the Federal Home Loan Bank of Pittsburgh. While the filing explicitly states "consolidated obligations issuance is material to the FHLBank," the disclosure is primarily informational and regulatory in nature—describing the mechanics of consolidated obligation issuance, the joint and several liability structure, and referencing Schedule A for specific debt instruments. This does not fit cleanly into covenant_breach (no violation alleged) or the more specific debt-related categories, making other_material the most appropriate classification for this regulatory debt disclosure.

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KENNAMETAL INC (KMT)

8-K Other material confidence 72% filed 2026-05-19 Item 8.01

Kennametal announced a cash tender offer for its 4.625% Senior Notes due 2028 and a concurrent underwritten public offering of senior notes. While this involves debt refinancing activity, it does not fit cleanly into the M&A taxonomy (which focuses on acquisitions, dispositions, mergers, or changes of control). The tender offer and new debt issuance are material financing transactions that would affect investor assessment of the company's capital structure and liquidity, but lack a more specific event classification.

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Apollo Debt Solutions BDC

8-K Other material confidence 72% filed 2026-05-19 Item 7.01

Apollo Debt Solutions BDC declared May 2026 distributions on May 19, 2026, with per-share amounts ranging from $0.1627 to $0.1800 across three share classes, payable June 29, 2026, accompanied by material supplemental disclosure of NAV, performance metrics, portfolio composition ($25.7B across 404 companies), and leverage ratios.

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Apollo Debt Solutions BDC

8-K Other material confidence 65% filed 2026-05-19 Item 8.01

Apollo Debt Solutions BDC provided a Net Asset Value and Portfolio Update as of April 30, 2026, disclosing NAV per share of $23.92, aggregate NAV of $14.5 billion, portfolio fair value of $25.7 billion, debt outstanding of $11.8 billion, and leverage ratios (0.81x debt-to-equity, 0.75x net leverage).

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SOUTHWEST AIRLINES CO (LUV)

8-K Other material confidence 75% filed 2026-05-19 Item 2.03

Southwest Airlines entered into an Increase Joinder Agreement on May 19, 2026, amending its Term Loan Credit Agreement to add $1.0 billion in incremental term loans, bringing total outstanding principal to $1.5 billion. The new debt is secured by aircraft collateral and materially increases the company's leverage.

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EagleRock Land, LLC (EROK)

8-K Other material confidence 45% filed 2026-05-19 Item 3.03

EagleRock Land, LLC disclosed a material modification to the rights of security holders on May 13, 2026, with substantive details incorporated by reference from Item 5.03; the specific nature of the modification cannot be determined from the available Item classifications.

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Myseum.AI, Inc. (MYSEW)

8-K Other material confidence 55% filed 2026-05-19 Item 8.01

The filing discloses a shareholder letter and corporate update issued on May 18, 2026, but the Item 8.01 text itself provides no substantive detail about the content or nature of the update. Without access to Exhibit 99.1, the specific event cannot be precisely classified. Given that a formal shareholder letter and corporate update warrant 8-K disclosure, the event is presumed material, but the lack of descriptive language in the Item text prevents confident assignment to a more specific category.

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Amesite Inc. (AMST)

8-K Other material confidence 72% filed 2026-05-19 Item 8.01

Amesite Inc. announced securing a major new enterprise customer with a 2,700-patient census, described as "its largest deployment to date and a major milestone in validating its enterprise strategy." While this is a significant business development, it does not fit neatly into the standard event taxonomy (not an earnings release, M&A activity, or other defined categories). The disclosure is material to investors as it demonstrates validation of the company's enterprise strategy and represents a substantial customer win, but the event type is best classified as other_material given the absence of a more specific category.

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Onconetix, Inc. (ONCO)

8-K Other material confidence 75% filed 2026-05-19 Item 5.03

Onconetix implemented a 1-for-10 reverse stock split effective May 21, 2026, approved by stockholders and undertaken primarily to achieve Nasdaq minimum bid price compliance. This material capital structure event reduces outstanding shares and mitigates delisting risk.

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MSP Recovery, Inc. (MSPRZ)

8-K Other material confidence 70% filed 2026-05-19 Item 1.01

MSP Recovery entered into two material funding agreements on May 15, 2026: a $0.1 million discretionary advance from Hazel Partners under an existing working capital facility and a $0.1 million one-time advance from VRM MSP Recovery Partners to support accounts payable. These discretionary and one-time advances reflect liquidity constraints and financial stress.

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BEST SPAC I Acquisition Corp. (BSAAU)

8-K Other material confidence 72% filed 2026-05-19 Item 5.03

The Company's charter was amended to extend the business combination deadline by 12 months from June 16, 2026 to June 16, 2027, following shareholder approval. The Sponsor concurrently entered into an assignment of economic interest agreement with a third party to secure votes for the amendment in exchange for transferring 50,000 Class B shares post-business combination.

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Vaxart, Inc. (VXRT)

8-K Other material confidence 72% filed 2026-05-19 Item 8.01

This disclosure concerns a proxy contest at Vaxart's 2026 Annual Meeting, where the Company is urging shareholders to support its six director nominees against three dissident candidates nominated by a shareholder. While proxy contests and shareholder activism can materially affect governance and strategic direction, this Item 8.01 disclosure does not fit neatly into the specific event categories (e.g., shareholder_vote_results applies to vote outcomes, not pre-vote solicitations). The disclosure is material because it signals potential control challenges and governance uncertainty, but the absence of a dedicated taxonomy category for proxy contests or shareholder activism makes "other_material" the most appropriate classification.

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Zoomcar Holdings, Inc. (ZCARW)

8-K Other material confidence 72% filed 2026-05-19 Item 8.01

A court order vacated a temporary restraining order and scheduled a fairness hearing for a settlement agreement conditioning issuance of settlement shares, and the Company terminated placement agent agreements with Aegis Capital in exchange for $2 million in contingent consideration securities.

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Roblox Corp (RBLX)

8-K Other material confidence 75% filed 2026-05-19 Item 8.01

Roblox announced a $3 billion share repurchase program authorized by its Board of Directors. While share buybacks are material capital allocation decisions that affect shareholder value and earnings per share, this disclosure does not fit neatly into the more specific event categories (it is not an earnings release, M&A activity, executive change, or financial restatement). The authorization itself—distinct from actual repurchases—is a significant corporate action that would inform investor assessment of capital strategy, but the taxonomy lacks a dedicated "capital allocation" or "buyback authorization" category.

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Federal Home Loan Bank of San Francisco

8-K Other material confidence 75% filed 2026-05-19 Item 2.03

This 8-K Item 2.03 discloses the creation of direct financial obligations through the issuance of consolidated obligation bonds totaling $50 million across three tranches (maturing 2027–2031 with coupons of 4.0–4.35%). While Item 2.03 typically signals covenant_breach or debt acceleration events, this filing describes routine debt issuance by a Federal Home Loan Bank in the capital markets—a material but recurring operational activity that does not fit the specific covenant_breach taxonomy (which implies default or acceleration). The Bank explicitly notes that "consolidated obligations issuance is material to the Bank" but disclaims judgment on individual issuances' materiality, suggesting this is standard disclosure practice rather than an extraordinary event.

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Federal Home Loan Bank of Des Moines

8-K Other material confidence 65% filed 2026-05-19 Item 2.03

This disclosure reports the creation of direct financial obligations through the issuance of consolidated obligations (bonds and discount notes) by the Federal Home Loan Bank of Des Moines. While Item 2.03 typically captures covenant breaches or material debt arrangements, this filing describes routine debt issuance activity that is material to the Bank's operations but does not fit cleanly into the covenant_breach category (no breach or default is disclosed). The Bank explicitly states "consolidated obligations issuance is material to the Bank," and Schedule A details committed issuances, making this a material event that warrants disclosure but falls outside the more specific event-type categories.

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Federal Home Loan Bank of Topeka

8-K Other material confidence 75% filed 2026-05-19 Item 2.03

This 8-K Item 2.03 discloses the creation of direct financial obligations through the issuance of consolidated obligations (bonds and discount notes) totaling approximately $960 million across five separate issuances in May 2026. While the filing explicitly states "consolidated obligations issuance is material to the FHLBank," the disclosure does not fit cleanly into the standard taxonomy categories. The event is a routine debt issuance by a government-sponsored enterprise (Federal Home Loan Bank), not a covenant breach, M&A activity, or other more specific event type. This is best classified as other_material given its materiality to the registrant's funding operations and balance sheet, despite being a standard capital markets activity.

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Federal Home Loan Bank of Cincinnati

8-K Other material confidence 65% filed 2026-05-19 Item 2.03

This Item 2.03 disclosure reports the issuance of Consolidated Bonds (debt securities) totaling $81 million across six bond offerings on trade date 5/13/2026. While Item 2.03 is technically designated for "Creation of a Direct Financial Obligation," the filing itself explicitly states "although Consolidated Obligations issuance is material to the FHLB, we have not made a judgment as to the materiality of any particular Consolidated Obligation or Obligations." The disclosure is routine debt issuance reporting by a Federal Home Loan Bank, not a material event in the traditional 8-K sense (no covenant breach, no going-concern issue, no acceleration of obligations). This is a borderline case—the issuance is material in aggregate to the FHLB's operations, but the filing's own language suggests individual issuances are routine capital-markets activity. Classified as other_material rather than covenant_breach because no triggering event or financial stress is disclosed.

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Federal Home Loan Bank of Chicago

8-K Other material confidence 75% filed 2026-05-19 Item 2.03

This Item 2.03 disclosure reports the issuance of consolidated obligation bonds totaling approximately $260 million across nine separate debt securities issued on trade dates of 5/13/2026 and 5/15/2026. While Item 2.03 is technically designated for "Creation of a Direct Financial Obligation," the filing itself explicitly states "although consolidated obligations issuance is material to the Bank, we have not made a judgment as to the materiality of any particular consolidated obligation or obligations." The disclosure is routine debt issuance reporting for a Federal Home Loan Bank, which regularly accesses capital markets through consolidated obligations. This does not fit the specific event types of covenant_breach (no breach indicated), ma_activity (no acquisition/merger), or other more specific categories—it is a material but routine debt issuance disclosure.

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Federal Home Loan Bank of Boston

8-K Other material confidence 75% filed 2026-05-19 Item 2.03

This Item 2.03 disclosure reports the creation of direct financial obligations through the issuance of consolidated obligations (bonds and discount notes) totaling approximately $2.185 billion across multiple tranches with varying maturities, rates, and call features. While Item 2.03 typically signals covenant_breach or debt acceleration events, this filing discloses routine debt issuances by a Federal Home Loan Bank in the ordinary course of business—a material but recurring funding activity. The disclosure emphasizes joint and several liability across all FHLBanks and provides detailed Schedule A information on each issuance, making it material to investors but not fitting the specific covenant_breach or other narrower event categories.

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Federal Home Loan Bank of Atlanta

8-K Other material confidence 72% filed 2026-05-19 Item 2.03

This 8-K Item 2.03 discloses the creation of direct financial obligations through the issuance of consolidated obligations (debt securities) totaling $850 million across three tranches with trade dates of 5/15/2026 and 5/19/2026. While Item 2.03 is the designated item for debt issuances, the taxonomy lacks a specific "debt_issuance" category. The filing explicitly states "consolidated obligations issuance is material to the Bank," and these obligations represent direct financial liabilities. This is classified as "other_material" rather than "covenant_breach" (which addresses defaults) because it represents routine debt capital-raising activity, albeit material in amount, that does not fit the more specific event categories provided.

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Federal Home Loan Bank of Indianapolis

8-K Other material confidence 65% filed 2026-05-19 Item 2.03

The filing discloses the Federal Home Loan Bank of Indianapolis becoming the primary obligor on consolidated obligation bonds totaling approximately $445 million across multiple issuances with varying maturities (2028–2056) and rate structures. While Item 2.03 is technically about creation of direct financial obligations, this disclosure is most accurately characterized as a material debt issuance event. The bonds are joint and several obligations of the FHLBanks and represent a significant financial commitment, but the filing does not fit cleanly into the covenant_breach taxonomy (no breach alleged) or other more specific event types, making other_material the most appropriate classification.

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Federal Home Loan Bank of Dallas

8-K Other material confidence 75% filed 2026-05-19 Item 2.03

This 8-K Item 2.03 discloses the creation of direct financial obligations through the issuance of consolidated obligation bonds totaling approximately $920.2 million across multiple tranches with varying maturities (2026–2036) and rate structures. While the Bank explicitly states it "has not made a judgment as to the materiality of these consolidated obligation bonds," the aggregate principal amount and the nature of debt issuance—a core funding mechanism for a Federal Home Loan Bank—constitute a material event affecting the registrant's financial position. This does not fit neatly into the covenant_breach taxonomy (no breach disclosed) but represents a material creation of direct financial obligations as contemplated by Item 2.03.

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GRANITE CONSTRUCTION INC (GVA)

8-K Other material confidence 75% filed 2026-05-19 Item 7.01

Granite Construction announced pricing of a $600 million private offering of senior notes due 2034. While this is a material debt issuance that would affect investor assessment of the company's capital structure and financial obligations, it does not fit cleanly into the dilutive_issuance category (which focuses on equity securities) nor any other specific event type. The disclosure is material as it represents a significant financing activity, but the taxonomy lacks a dedicated debt issuance category.

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KINGSWAY Corp (KFS)

8-K Other material confidence 78% filed 2026-05-19 Item 5.03

Kingsway Financial Services Inc. changed its corporate name to Kingsway Corporation and its ticker symbol to 'KWY' on the NYSE, effective May 19, 2026, following shareholder approval and amendments to the Certificate of Incorporation and Bylaws.

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ALERUS FINANCIAL CORP (ALRS)

8-K Other material confidence 65% filed 2026-05-19 Item 8.01

The filing discloses a sale of three nonperforming loans via press release on May 19, 2026. While loan sales can be routine portfolio management, the fact that Alerus Financial chose to announce this via 8-K Item 8.01 suggests materiality to investors. However, without details on the dollar amount, impact on asset quality, or strategic significance, the event does not clearly fit the more specific categories (e.g., material_impairment would require a write-down or charge; ma_activity typically involves larger acquisitions or dispositions). The disclosure is material enough to warrant 8-K filing but ambiguous in nature, making "other_material" the most appropriate classification.

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Monopar Therapeutics (MNPR)

8-K Other material confidence 72% filed 2026-05-19 Item 7.01

Monopar disclosed positive Phase 2 clinical trial results for ALXN1840 in Wilson disease via press release under Item 7.01 (Regulation FD Disclosure). While this is clinical progress material to investors in a biopharmaceutical company, it does not fit the "earnings_release" category (which typically covers financial results) and lacks the specificity of other event types. The disclosure of material clinical trial outcomes is a significant corporate event but is best classified as "other_material" given the taxonomy's focus on financial and governance events.

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PHP Ventures Acquisition Corp.

8-K Other material confidence 65% filed 2026-05-19

PHP Ventures Acquisition Corp. disclosed under Item 8.01 that it deposited $957.30 into its trust account to extend the deadline for completing an initial business combination from May 16, 2026 to June 16, 2026. This is a material event for a SPAC seeking to extend its business combination deadline, as it directly affects the registrant's ability to consummate a transaction and avoid liquidation. However, the event does not fit neatly into the standard taxonomy categories (not M&A completion, not going concern, not a covenant breach), warranting classification as other_material.

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Lipocine Inc. (LPCN)

8-K Other material confidence 72% filed 2026-05-19

Lipocine announced that its LPCN 1154 Phase 3 clinical trial data has been accepted for oral presentation at the 2026 ASCP Annual Meeting (May 26-29, 2026). This represents a material clinical development milestone for a biopharmaceutical company, as Phase 3 data acceptance for oral presentation at a major medical conference signals positive trial results and advances the drug candidate toward potential regulatory approval. While this does not fit neatly into the standard event taxonomy (not an earnings release, M&A activity, executive change, or other specifically enumerated categories), it is material to investors evaluating the company's pipeline and prospects.

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OFF THE HOOK YS INC. (OTH)

8-K Other material confidence 75% filed 2026-05-19

The filing discloses a corporate rebranding from "Off The Hook YS Inc." to "NextBoat" and a ticker symbol change from OTH to NXB, disclosed under Item 7.01 (Regulation FD Disclosure). While a rebranding and ticker change would affect investor recognition and trading of the security, this does not fit neatly into the specific event categories (not an earnings release, executive change, M&A, impairment, or other defined material events). This is material to investors as it affects the company's public identity and trading symbol, but is best classified as other_material.

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AIRWA INC. (YYAI)

8-K Other material confidence 75% filed 2026-05-19

The filing discloses a 1-for-40 reverse stock split of AiRWA Inc.'s common stock, effective May 18, 2026, pursuant to a Certificate of Amendment filed with Delaware. While reverse stock splits are typically administrative in nature, this event is material to investors as it affects share structure, trading price, and market capitalization presentation. The disclosure does not fit neatly into the more specific event categories (not an earnings release, executive change, M&A, restatement, or other defined material events), making "other_material" the most appropriate classification.

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Power REIT (PW-PA)

8-K Other material confidence 75% filed 2026-05-19

Power REIT announced a one-for-ten reverse stock split approved by its Board of Directors, effective June 2, 2026. While reverse stock splits are routine capital structure adjustments that do not affect relative ownership or voting rights, they are material corporate actions that affect share price, trading mechanics, and investor holdings. This disclosure does not fit neatly into the specific event categories (not an earnings release, executive change, M&A, impairment, or covenant breach), making "other_material" the most appropriate classification for a significant but non-standard corporate event.

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GoPro, Inc. (GPRO)

8-K Other material confidence 65% filed 2026-05-19 Item 1.01

GoPro entered into a material definitive lease agreement for approximately 25,000 square feet at $87,500/month (escalating ~3% annually through 2031) for relocation of its corporate headquarters, representing a significant long-term operational real estate commitment.

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Strive, Inc. (SATA)

8-K Other material confidence 75% filed 2026-05-19 Item 8.01

Strive announced a significant bitcoin treasury purchase of 381.61 bitcoin at approximately $79,348 per bitcoin during May 13-18, 2026, bringing total holdings to 15,391 bitcoin. This represents a material capital deployment and treasury strategy update that would affect investor assessment of the company's asset composition and financial position, but does not fit neatly into the standard 8-K event taxonomy (not M&A, impairment, covenant breach, or other specifically enumerated categories).

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Acadian Asset Management Inc. (AAMI)

8-K Other material confidence 65% filed 2026-05-19 Item 7.01

The disclosure announces preliminary assets under management of approximately $219 billion as of April 30, 2026, in connection with an Investor Forum presentation. While this is a material business metric for an asset management company that would inform investor assessment of the registrant's scale and performance, it does not fit neatly into the standard 8-K event taxonomy (not earnings, M&A, executive changes, impairment, or other specific categories). The Item 7.01 Regulation FD Disclosure classification and the furnishing-only status suggest this is investor-facing information that, while material, is presented as a routine disclosure rather than a triggering event.

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ARES STRATEGIC INCOME FUND

8-K Other material confidence 75% filed 2026-05-19 Item 8.01

The Fund disclosed its monthly NAV of $26.95 per share as of April 30, 2026, aggregate NAV of $10.7 billion, portfolio composition of 829 companies with $21.3 billion fair value, debt-to-equity ratio of 1.05x, and announced distributions of $0.21430 per share for May 2026 and subsequent months. These material periodic financial and operational metrics are relevant to investors assessing the Fund's financial condition and income-generating capacity.

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Pinnacle Financial Partners, Inc. (PNFP-PA)

8-K Other material confidence 75% filed 2026-05-19 Item 2.03

Pinnacle Financial Partners completed a $750 million public offering of senior notes due 2032, creating a direct financial obligation under Item 2.03. While this is a material debt issuance that would affect investor assessment of the company's capital structure and leverage, it does not fit cleanly into the more specific event categories (e.g., it is not a covenant breach, going concern, or M&A activity). The disclosure centers on the completion of a registered debt offering rather than a triggering event of financial distress.

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HF Sinclair Corp (DINO)

8-K Other material confidence 65% filed 2026-05-19 Item 1.01

HF Sinclair entered into a Stock Purchase Agreement to repurchase 1,455,180 shares for $100 million ($68.72/share) from REH Advisors Inc., a related party and parent of The Sinclair Companies. While this is a material definitive agreement under Item 1.01, it is fundamentally a share repurchase transaction executed under an existing Board-authorized $1 billion program, not a traditional M&A activity (acquisition, disposition, merger, or change of control). The transaction is material to investors as it represents a significant capital allocation decision and involves a related-party transaction, but does not fit cleanly into the ma_activity category which typically encompasses acquisitions, dispositions, mergers, or changes of control of business entities rather than treasury stock repurchases.

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Gitlab Inc. (GTLB)

8-K Other material confidence 72% filed 2026-05-19 Item 7.01

Sytse Sijbrandij, the Executive Chair and largest individual shareholder, converted all Class B common stock (10 votes per share) into Class A common stock (1 vote per share) on May 14, 2026. This represents a material reduction in voting control by the company's principal executive and largest shareholder, which would affect a reasonable investor's assessment of governance and control dynamics, even though the conversion was undertaken for personal tax planning and does not reflect disagreement with the company.

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Federal Home Loan Bank of New York

8-K Other material confidence 65% filed 2026-05-19 Item 2.03

This Item 2.03 disclosure describes the creation of direct financial obligations through the issuance of consolidated obligations (bonds and discount notes) by the Federal Home Loan Bank of New York. While the filing explicitly states "consolidated obligations issuance is material to the Bank," the disclosure is primarily informational and regulatory in nature—explaining the structure, joint and several liability framework, and reporting methodology for consolidated obligations rather than announcing a specific new debt issuance event. The absence of a Schedule A with specific issuance details and the emphasis on general policies and disclaimers suggest this is a routine periodic disclosure of the Bank's debt issuance program rather than a discrete material event triggering Item 2.03.

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Hancock Park Corporate Income, Inc.

8-K Other material confidence 65% filed 2026-05-19 Item 2.02

The filing discloses the Board's determination of net asset value (NAV) per share at $6.40 as of May 19, 2026, filed under Item 2.02 (Results of Operations and Financial Condition). While NAV disclosure is material to investors in closed-end funds and similar investment vehicles, this does not fit cleanly into the earnings_release category (which typically involves comprehensive quarterly/annual results with income statement and cash flow data). The disclosure is a point-in-time valuation determination rather than a full earnings release, making other_material the most appropriate classification.

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iPower Inc. (IPW)

8-K Other material confidence 72% filed 2026-05-19 Item 8.01

iPower Inc. disclosed entry into a new AI infrastructure business segment and announced investments in digital asset instruments, representing a material strategic shift in business operations and risk profile.

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Core Natural Resources, Inc. (CNR)

8-K Other material confidence 65% filed 2026-05-19 Item 1.04

This disclosure reports a mine safety matter under Item 1.04 (Mine Safety – Reporting of Shutdowns and Patterns of Violations). An imminent danger order was issued on May 13, 2026 for elevated methane concentrations at the Leer South mine in West Virginia, but was terminated and vacated by MSHA on May 14–18, 2026 after further discussion. While the order was ultimately vacated, the initial issuance of an imminent danger order and the regulatory interaction are material operational events that would affect investor assessment of the registrant's mining operations and regulatory compliance. This does not fit neatly into other specific event categories (not a shutdown, not a pattern of violations, not a typical operational disclosure), so other_material is most appropriate.

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Shreya Acquisition Group (SAGU-UN)

8-K Other material confidence 75% filed 2026-05-19 Item 8.01

This disclosure announces the commencement of separate trading of unit components (Class A ordinary shares, warrants, and rights) on the NYSE, effective on or about May 22, 2026. While this is a significant corporate action affecting the trading structure and liquidity of the Company's securities, it does not fit neatly into the more specific event categories (it is not an M&A activity, executive change, impairment, or other defined event type). The announcement is material to investors as it affects how the underlying securities trade and the mechanics of unit separation, but the event is primarily administrative/structural in nature rather than a discrete material event like those specifically enumerated in the taxonomy.

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D. Boral ARC Acquisition I Corp. (BCARU)

8-K Other material confidence 65% filed 2026-05-19

The filing discloses an ongoing merger agreement between BCAR and Exascale Labs (announced January 11, 2026) and reports that Exascale issued a press release on May 19, 2026 announcing a partnership with Compal Electronics for a joint exhibition at COMPUTEX Taipei 2026. While the merger itself is material M&A activity, this 8-K Item 8.01 focuses on furnishing a press release about a business partnership announcement by the target company during the pending transaction. This is neither a completion/termination of the merger nor a discrete M&A event, but rather a material business development by the target that could affect investor assessment of the combined entity's prospects. The filing is checked as Rule 425 written communications, indicating it is part of the merger solicitation process.

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Blue Owl Real Estate Net Lease Trust

8-K Other material confidence 75% filed 2026-05-19 Item 8.01

The company disclosed its monthly Net Asset Value (NAV) per share as of April 30, 2026, broken down by share class, along with a detailed portfolio update including 3,904 properties, $12.4 billion in assets, and a 19-year weighted average lease term.

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Blue Owl Digital Infrastructure Trust

8-K Other material confidence 65% filed 2026-05-19 Item 8.01

The company declared a distribution to shareholders of $0.0416667 per share across all classes, paid May 18, 2026, and disclosed NAV per share as of April 30, 2026, along with a portfolio update.

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