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.

Frontier Group Holdings, Inc. (ULCC)

8-K Earnings release confidence 98% filed 2026-07-29 Item 2.02

Frontier Group Holdings issued a press release on July 29, 2026 announcing financial results for the three months ended June 30, 2026, disclosing record second quarter revenue of $1.3 billion (up 38% year-over-year), RASM performance, net loss figures, and forward guidance for Q3 and Q4 2026. This is a standard quarterly earnings release filed under Item 2.02 with the press release furnished as Exhibit 99.1.

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ProPetro Holding Corp. (PUMP)

8-K Earnings release confidence 98% filed 2026-07-29 Item 2.02

ProPetro issued a press release on July 29, 2026 announcing financial and operational results for the second quarter ended June 30, 2026, disclosing revenue of $306 million, net loss of $8 million, and Adjusted EBITDA of $45 million. The full text of the earnings press release is furnished as Exhibit 99.1, accompanied by an investor presentation (Exhibit 99.2) and commentary (Exhibit 99.3) discussing Q2 2026 financial and operating results. This is a standard quarterly earnings disclosure under Item 2.02.

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Invitation Homes Inc. (INVH)

8-K Earnings release confidence 98% filed 2026-07-29 Item 2.02

Item 2.02 discloses Invitation Homes' Q2 2026 earnings results via press release (Exhibit 99.1). The filing reports quarterly financial results including net income of $0.37 per diluted share (up 55.1% YoY), Core FFO of $0.51 per share (up 5.0% YoY), AFFO of $0.44 per share (up 5.9% YoY), total revenues of $748 million (up 9.7% YoY), and updated full-year 2026 guidance. This is a standard earnings release disclosure material to investors.

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SEACOR Marine Holdings Inc. (SMHI)

8-K Earnings release confidence 95% filed 2026-07-29 Item 2.02

SEACOR Marine issued a press release on July 29, 2026 disclosing its financial results for the second quarter and six months ended June 30, 2026, including operating revenues of $54.6 million, operating income of $16.0 million, and net income of $3.3 million ($0.13 per basic share).

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SEACOR Marine Holdings Inc. (SMHI)

8-K M&A activity confidence 92% filed 2026-07-29 Item 8.01

SEACOR Marine's Board initiated a formal review of strategic alternatives to maximize shareholder value, which may include a sale of the Company, merger, other business combinations, sale of assets, or other transactions. No timetable has been established and no definitive agreement has been reached.

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CARVANA CO. (CVNA)

8-K Earnings release confidence 98% filed 2026-07-29 Item 2.02

Carvana announced its financial results for the fiscal quarter ended June 30, 2026 via a shareholder letter and press release (Exhibits 99.1 and 99.2). The disclosure includes detailed Q2 2026 financial metrics (revenue of $7.376 billion, net income of $513 million, adjusted EBITDA of $769 million), year-over-year comparisons, and forward guidance for full-year 2026 adjusted EBITDA of $2.7 to $3.0 billion. This is a standard quarterly earnings release material to investors.

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Schneider National, Inc. (SNDR)

8-K Exec appointment confidence 95% filed 2026-07-29 Item 5.02

James S. Filter, the Company's President and Chief Executive Officer, was appointed as a director of Schneider National, Inc. effective July 27, 2026. The Board increased its size from ten to eleven directors to accommodate this appointment.

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Schneider National, Inc. (SNDR)

8-K Dividend Distribution confidence 98% filed 2026-07-29 Item 8.01

The Board approved on July 27, 2026 a quarterly cash dividend of $0.10 per share on Class A and Class B common stock, payable to shareholders of record on September 11, 2026, with payment expected on October 9, 2026.

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AbCellera Biologics Inc. (ABCL)

8-K Operational Other confidence 85% filed 2026-07-29 Item 8.01

AbCellera announced a strategic collaboration with Vertex Pharmaceuticals to research, develop, manufacture, and commercialize multispecific T-cell engagers. The agreement includes $28 million in upfront payments plus milestone and royalty payments, with Vertex funding R&D and holding commercialization rights while AbCellera leads discovery and early development. This is a material strategic partnership that would affect investor assessment of the company's pipeline, revenue potential, and business strategy, but does not fit the specific categories of M&A activity, debt issuance, or other named financial/operational events.

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VICI PROPERTIES INC. (VICI)

8-K Earnings release confidence 97% filed 2026-07-29 Item 2.02

VICI Properties issued a press release on July 29, 2026 announcing Q2 2026 consolidated financial results, including total revenues of $1.1 billion (up 5.7% YoY), net income of $526.5 million, and AFFO of $679.6 million (up 7.8% YoY), along with updated full-year 2026 AFFO guidance of $2,675–$2,695 million.

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GLOBALFOUNDRIES Inc. (GFS)

6-K Shareholder vote confidence 75% filed 2026-07-29

The 6-K discloses results of the Annual General Meeting of Shareholders held on July 28, 2026, including approval of director elections (David Kerko, Jack Lazar, Carlos Obeid as Class II directors) and ratification of PricewaterhouseCoopers LLP as independent auditor. While the filing also mentions director resignations (Elissa Murphy and Martin L. Edelman's non-re-election), the primary substantive disclosure is the shareholder vote results. The vote percentages and approval of both proposals are material governance matters affecting board composition and auditor appointment.

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Industrial Logistics Properties Trust (ILPT)

8-K Earnings release confidence 98% filed 2026-07-29 Item 2.02

Industrial Logistics Properties Trust issued a summary press release and detailed earnings presentation on July 29, 2026, announcing financial results for the quarter ended June 30, 2026. The disclosure includes key financial metrics (net loss of $14.5 million, Normalized FFO of $0.31 per diluted share, same-property NOI growth of 1.9%), portfolio performance (99.1% occupancy, 5.4 million square feet of leasing at 35.4% rent growth), and forward guidance for Q3 and full-year 2026. This is a standard quarterly earnings release with exhibits furnished as Exhibits 99.1 and 99.2, typical of Item 2.02 disclosures.

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SPLASH BEVERAGE GROUP, INC. (SBEVW)

8-K M&A activity confidence 85% filed 2026-07-29 Item 1.01

Splash Beverage entered into an addendum on July 28, 2026 that materially expands its exclusive global license agreement for CannEpil® to include veterinary therapeutic applications, creating a second FDA-regulated pharmaceutical development program. This expansion significantly broadens the Company's intellectual property rights and commercial opportunity in companion-animal markets valued at $2.6–$3.8 billion (pain management) and $900 million–$1.7 billion (oncology), and the Company is finalizing a joint venture with an established cannabinoid pharmaceutical company to lead the veterinary development program.

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Garrett Motion Inc. (GTX)

8-K Earnings release confidence 98% filed 2026-07-29 Item 2.02

Garrett Motion issued a press release on July 29, 2026, reporting financial results for Q2 2026 (three months ended June 30, 2026), with detailed financial statements, operational highlights, and updated full-year 2026 guidance. The disclosure includes net sales of $976 million (up 5% constant currency), net income of $101 million, and increased 2026 outlook, all typical of a quarterly earnings release under Item 2.02.

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Aris Mining Corp (ARIS)

6-K Earnings release confidence 98% filed 2026-07-29 EX-99.1

This is a news release announcing Aris Mining's Q2 2026 and H1 2026 financial and operating results, including gold production (73.7 koz in Q2, 148.0 koz in H1), gold revenue ($321 million in Q2), Adjusted EBITDA ($179 million in Q2, $690 million trailing 12-month), and Adjusted net earnings ($96 million or $0.47/share in Q2). The release contains detailed financial tables, operational metrics, and forward guidance. This is a discrete earnings announcement, not a periodic financial report filing itself, and would materially affect a reasonable investor's assessment of the company's financial performance and operational trajectory.

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CLARIVATE PLC (CLVT)

8-K Earnings release confidence 95% filed 2026-07-29 Item 2.02

Clarivate issued a press release on July 29, 2026 announcing Q2 2026 earnings results, including revenues of $587.3 million, net loss of $268.6 million (driven by a $221.7 million goodwill impairment), and adjusted net income of $123.1 million, with reaffirmed 2026 full-year guidance.

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CLARIVATE PLC (CLVT)

8-K Exec appointment confidence 93% filed 2026-07-29 Item 5.02

Michael Easton was appointed Executive Vice President & Chief Financial Officer effective August 8, 2026, succeeding Jonathan Collins. Easton was promoted internally from Senior Vice President and Chief Accounting Officer, bringing 25+ years of financial expertise. Matthew Lisowski was simultaneously appointed Senior Vice President, Chief Accounting Officer, also effective August 8, 2026.

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Dynatrace, Inc. (DT)

8-K Exec appointment confidence 95% filed 2026-07-29 Item 5.02

Chandu Thota was appointed as a Class II director of Dynatrace effective July 27, 2026, increasing the Board size from 10 to 11 directors. Thota brings 20+ years of experience in AI, cloud infrastructure, and enterprise software from leadership roles at Google and Microsoft, and is determined to be independent by the Board.

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BioNTech SE (BNTX)

6-K Operational Other confidence 85% filed 2026-07-29 EX-99.1

This exhibit announces European Commission authorization of an updated COVID-19 vaccine formula (XFG-adapted) for the 2026-2027 season. The disclosure is a regulatory milestone and product approval announcement that would materially affect investor assessment of BioNTech's commercial prospects and revenue potential from its COVID-19 vaccine franchise. While not fitting a discrete event category like M&A or earnings, it represents a significant operational and commercial development—regulatory approval of a new vaccine variant formulation with anticipated supply and demand implications.

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Robinhood Markets, Inc. (HOOD)

8-K Earnings release confidence 98% filed 2026-07-29 Item 2.02

This is a clear earnings release for Q2 2026 (quarter ended June 30, 2026) filed under Item 2.02. The press release discloses comprehensive financial results including total net revenues of $1.31 billion (up 32% YoY), net income of $573 million (up 48% YoY), and diluted EPS of $0.62 (up 48% YoY), along with detailed operating metrics and business highlights. The filing explicitly states the press release is furnished as Exhibit 99.1 and includes a conference call announcement, which is standard for earnings releases.

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Porch Group, Inc. (PRCH)

8-K Earnings release confidence 97% filed 2026-07-29 Item 2.02

Porch Group issued an earnings release on July 29, 2026 announcing second quarter 2026 financial results for the period ended June 30, 2026, including consolidated revenue of $140.9 million (up 12% YoY), net income of $5.6 million, and Adjusted EBITDA growth of 150% YoY, along with raised full-year 2026 guidance.

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Rush Street Interactive, Inc. (RSI)

8-K Earnings release confidence 98% filed 2026-07-29 Item 2.02

Rush Street Interactive issued a press release on July 29, 2026 announcing Q2 2026 financial results, including record quarterly revenue of $393.8 million (up 46% YoY), record net income of $29.3 million, and record adjusted EBITDA of $64.6 million (up 61% YoY). The company also raised full-year 2026 revenue and adjusted EBITDA guidance. This is a standard earnings release disclosure under Item 2.02, material to investors assessing the company's financial performance and outlook.

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Driven Brands Holdings Inc. (DRVN)

8-K Shareholder vote confidence 98% filed 2026-07-29 Item 5.07

This is a clear disclosure of shareholder vote results from Driven Brands' July 28, 2026 annual meeting, covering three proposals: election of Class III directors (Damien Harmon, Chad Hume, Karen Stroup), advisory approval of named executive officer compensation, and ratification of PricewaterhouseCoopers LLP as independent auditor. The filing presents final voting tallies for each proposal, which is the quintessential content of Item 5.07 shareholder vote results disclosures.

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PROG Holdings, Inc. (PRG)

8-K Earnings release confidence 98% filed 2026-07-29 Item 2.02

PROG Holdings issued a press release on July 29, 2026 announcing Q2 2026 financial results, including consolidated revenues of $719.7 million (up 22.3%), net earnings from continuing operations of $37.4 million, and adjusted EBITDA of $88.4 million (up 22.8%), with raised full-year 2026 guidance.

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PROG Holdings, Inc. (PRG)

8-K Exec departure confidence 95% filed 2026-07-29 Item 8.01

Douglas C. Curling, a Board member with more than a decade of service, passed away on July 25, 2026, and the Board subsequently reduced its size from ten to nine members on July 27, 2026.

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MediaAlpha, Inc. (MAX)

8-K Earnings release confidence 98% filed 2026-07-29 Item 2.02

MediaAlpha issued a press release on July 29, 2026 announcing its second quarter 2026 financial results, including record revenue of $316.9 million (26% YoY growth), net income of $41.8 million, and Adjusted EBITDA of $29.3 million, along with financial guidance for Q3 and full year 2026. The Item 2.02 disclosure explicitly states the company "issued a press release announcing its financial results as of and for the second quarter ended June 30, 2026," with the press release furnished as Exhibit 99.1.

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SoFi Technologies, Inc. (SOFI)

8-K Earnings release confidence 98% filed 2026-07-29 Item 2.02

SoFi Technologies issued a press release on July 29, 2026 reporting financial results for Q2 2026 (three and six months ended June 30, 2026), disclosing record net revenue of $1.2 billion, net income of $157 million, and record member and product growth. This is a standard earnings release disclosure under Item 2.02, with the full press release attached as Exhibit 99.1.

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Hippo Holdings Inc. (HIPOW)

8-K Earnings release confidence 98% filed 2026-07-29 Item 2.02

Item 2.02 discloses Hippo Holdings' second quarter 2026 financial results through a press release and investor presentation. The filing reports net income of $10 million ($0.38 per diluted share), adjusted net income of $21 million ($0.79 per diluted share), gross written premium of $482 million (up 61.5% YoY), and an improved combined ratio of 95.8%. The company also raised full-year 2026 guidance for gross written premium to $1.65–$1.7 billion and adjusted net income to $62–$70 million. This is a standard quarterly earnings disclosure with material financial metrics and forward guidance.

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Aurora Innovation, Inc. (AUROW)

8-K Earnings release confidence 95% filed 2026-07-29 Item 2.02

Aurora Innovation disclosed its financial results for the quarter ended June 30, 2026, including Q2 2026 revenue of $2 million, operating loss of $266 million (excluding SBC), and cash position of $1.2 billion. The filing includes a shareholder letter furnished as Exhibit 99.1 detailing operational and financial performance, which is the standard format for earnings releases under Item 2.02. The disclosure covers quarterly financial condition and results of operations.

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D. Boral ARC Acquisition I Corp. (BCARU)

8-K Shareholder vote confidence 98% filed 2026-07-29

The filing discloses Item 5.07 results of an extraordinary general meeting held on July 29, 2026, where shareholders voted to approve a business combination between D. Boral ARC Acquisition I Corp. (BCAR) and Exascale Labs Inc. The filing provides detailed voting tallies for seven proposals, including the Business Combination Proposal (24,503,325 FOR), Domestication Merger Proposal, Organizational Documents, Director elections, and Equity Incentive Plan approval. This is a material shareholder vote on a transformative M&A transaction.

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Hayward Holdings, Inc. (HAYW)

8-K Earnings release confidence 99% filed 2026-07-29 Item 2.02

Hayward Holdings issued a press release on July 29, 2026 announcing financial results for the second quarter of fiscal 2026 ended June 27, 2026. The disclosure includes net sales of $318.4 million (up 6% YoY), net income of $45.6 million (up 2% YoY), adjusted EBITDA of $92.7 million (up 5% YoY), and diluted EPS of $0.21 (up 5% YoY), along with reaffirmed full-year 2026 guidance. This is a standard quarterly earnings release furnished as Exhibit 99.1 under Item 2.02.

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Core Scientific, Inc./tx (CORZZ)

8-K Exec appointment confidence 95% filed 2026-07-29 Item 5.02

Core Scientific appointed Mark W. Adams to its Board of Directors, effective July 29, 2026. Adams brings over 25 years of technology sector experience, including prior roles as President and CEO of Penguin Solutions and President of Micron Technology, and meets independence requirements under Sarbanes-Oxley and Nasdaq listing standards.

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Finwise Bancorp (FINW)

8-K Earnings release confidence 97% filed 2026-07-29 Item 2.02

FinWise Bancorp disclosed second quarter 2026 financial results via press release dated July 29, 2026, reporting net income of $2.1 million, diluted EPS of $0.15, loan originations of $1.6 billion, and other key financial metrics.

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Bausch & Lomb Corp (BLCO)

8-K Earnings release confidence 98% filed 2026-07-29 Item 2.02

Bausch + Lomb issued a press release on July 29, 2026 announcing second-quarter 2026 financial results, including revenue of $1.394 billion (9% growth), operating income of $83 million, and adjusted EBITDA of $241 million. The company also raised full-year 2026 guidance for both revenue and adjusted EBITDA. This is a standard quarterly earnings release disclosing results of operations and financial condition, typical of Item 2.02 filings.

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BMO 2024-5C8 Mortgage Trust

8-K Governance Other confidence 85% filed 2026-07-29 Item 6.02

This Item 6.02 discloses a change in servicer: termination of Greystone Servicing Company LLC as special servicer and appointment of CWCapital Asset Management LLC (CWCAM) as successor special servicer, effective July 29, 2026. While the filing provides extensive background on CWCAM's qualifications and experience managing $193.3 billion in CMBS pools, the core event is a governance/administrative change in the trust's service provider structure. This is material to certificateholders as it affects the entity responsible for servicing and administering the underlying loans and REO properties.

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Benchmark 2024-V11 Mortgage Trust

8-K Governance Other confidence 75% filed 2026-07-29

The filing discloses a change of servicer under Item 6.02 (Change of Servicer or Trustee), effective July 29, 2026. CWCapital Asset Management LLC replaces Greystone Servicing Company LLC as special servicer for the Colony Square Non-Serviced Loan Combination under the BMO 2024-5C8 securitization. This is a governance/administrative change in the trust structure that affects the operational oversight of a material loan pool, making it material to investors in this mortgage trust.

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LiveWire Group, Inc. (LVWR-WT)

8-K Delisting risk confidence 98% filed 2026-07-29 Item 3.01

LiveWire received a deficiency notice from the NYSE on July 23, 2026, for failure to maintain a minimum average closing share price of $1.00 over a consecutive 30 trading-day period, triggering non-compliance with Section 802.01C of the NYSE Listed Company Manual. The company has six months to regain compliance or face delisting procedures.

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Nuveen Churchill Private Capital Income Fund

8-K Dividend Distribution confidence 92% filed 2026-07-29 Item 8.01

The filing's primary disclosure under Item 8.01 is the Board's declaration on July 29, 2026 of regular distributions to shareholders across all share classes (Class I: $0.170, Class S: $0.153 net, Class D: $0.165 net per share), payable August 28, 2026. While the section also includes NAV, performance, and portfolio composition data, the substantive action disclosed is the dividend declaration, which is material to shareholders as it affects their returns and is a routine but significant capital distribution event for a closed-end fund.

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TPG Twin Brook Capital Income Fund

8-K Dividend Distribution confidence 95% filed 2026-07-29 Item 7.01

TPG Twin Brook Capital Income Fund declared distributions to shareholders across three share classes (Class I, S, and D) with specified per-share amounts, record dates, and payment dates.

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GE HealthCare Technologies Inc. (GEHC)

8-K Earnings release confidence 98% filed 2026-07-29 Item 2.02

GE HealthCare issued a press release on July 29, 2026 announcing its second quarter 2026 financial results, including revenues of $5.3 billion (up 5.7%), net income of $561 million, diluted EPS of $1.24 (up 16.5%), and reaffirmed full-year 2026 guidance. The disclosure is a standard quarterly earnings announcement furnished as Exhibit 99 under Item 2.02, with detailed financial statements and segment performance data.

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GE HealthCare Technologies Inc. (GEHC)

8-K Operational Other confidence 75% filed 2026-07-29 Item 7.01

GE HealthCare disclosed a strategic reorganization combining its Imaging and Advanced Visualization Solutions businesses into a new reportable segment (Advanced Imaging Solutions), along with a change in executive leadership. The filing provides recast unaudited financial information reflecting the new three-segment structure (AIS, PDx, PCS). This is a material operational restructuring that affects how the company manages and reports its business, though it does not fit neatly into the specific operational categories (workforce reduction, material contract, etc.). The disclosure is clearly operational/strategic in nature rather than financial, governance, legal, or existential.

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Waystar Holding Corp. (WAY)

8-K Earnings release confidence 98% filed 2026-07-29 Item 2.02

Waystar issued a press release on July 29, 2026 announcing Q2 2026 earnings and financial results for the quarter ended June 30, 2026, including revenue of $319.7M (up 18% YoY), net income of $40.9M, and adjusted EBITDA of $136.7M with a 43% margin. The company also raised full-year 2026 revenue and adjusted EBITDA guidance. This is a standard quarterly earnings disclosure furnished under Item 2.02 with the press release attached as Exhibit 99.1.

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Ategrity Specialty Insurance Co Holdings (ASIC)

8-K Earnings release confidence 98% filed 2026-07-29 Item 2.02

This is a clear earnings release for Q2 2026 (three months ended June 30, 2026) disclosing net income of $33.5 million ($0.67 per diluted share), up 89.8% year-over-year, along with detailed operating metrics including gross written premiums growth of 23.4%, combined ratio of 85.9%, and underwriting income growth of 66.9%. The press release is furnished as Exhibit 99.1 and constitutes the Company's quarterly financial results announcement, which is material to investors assessing the registrant's financial performance and operational trends.

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VistaOne, L.P.

8-K Dilutive issuance confidence 95% filed 2026-07-29 Item 3.02

VistaOne, L.P. disclosed an unregistered sale of approximately $42.2 million in limited partnership units across multiple unit classes (B, I, R, and S) as of July 1, 2026, exempt from Securities Act registration under Section 4(a)(2), Regulation D, and Regulation S. This private placement represents a material dilutive issuance to existing unitholders.

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Cheniere Energy, Inc. (LNG)

8-K Dividend Distribution confidence 98% filed 2026-07-28 Item 7.01

Cheniere Energy declared a quarterly cash dividend of $0.555 per share payable on August 18, 2026. This is a straightforward dividend distribution disclosure, which is a material event affecting shareholders' assessment of capital allocation and return of capital. The filing explicitly states the dividend amount, record date, and payment date.

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SKYWORKS SOLUTIONS, INC. (SWKS)

8-K M&A activity confidence 92% filed 2026-07-28 Item 8.01

The filing discloses a pending merger between Skyworks and Qorvo, with the announcement of the expected executive leadership team for the combined company "effective upon the successful completion of the pending transaction." While the merger itself was previously announced, this Item 8.01 disclosure provides a material update on transaction progress and post-close governance structure, including the appointment of Phil Brace as CEO and eight named executives to senior leadership roles. The disclosure references the Form S-4 registration statement (File No. 333-291947) declared effective December 23, 2025, confirming the transaction is in advanced stages toward completion.

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SKYWORKS SOLUTIONS, INC. (SWKS)

8-K Earnings release confidence 95% filed 2026-07-28 Item 2.02

Skyworks issued a press release on July 28, 2026 announcing financial results for the three- and nine-month periods ended July 3, 2026, disclosing revenue of $935 million, GAAP diluted EPS of $0.22, and non-GAAP diluted EPS of $1.08.

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SKYWORKS SOLUTIONS, INC. (SWKS)

8-K Dividend Distribution confidence 75% filed 2026-07-28 Item 8.01

The board decided to eliminate quarterly cash dividends going forward and authorized a new $2.0 billion stock repurchase program through January 31, 2029, replacing the prior $2.0 billion program as part of a revised capital allocation strategy.

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Unum Group (UNMA)

8-K Earnings release confidence 98% filed 2026-07-28 Item 2.02

Unum Group issued a news release on July 28, 2026 reporting second quarter 2026 financial results, including net income of $256.9 million ($1.61 per diluted share) and after-tax adjusted operating income of $346.0 million ($2.16 per diluted share). The filing explicitly states the company "issued a news release reporting its results for the second quarter of 2026" and furnishes it as Exhibit 99.1, which is the standard disclosure mechanism for quarterly earnings releases under Item 2.02.

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CHEMED CORP (CHE)

8-K Earnings release confidence 99% filed 2026-07-28 Item 2.02

This is a clear earnings release for Q2 2026 (quarter ended June 30, 2026) issued on July 28, 2026. The press release discloses consolidated financial results including revenue ($673.3M, up 8.8%), GAAP diluted EPS ($5.13, up 43.7%), and adjusted diluted EPS ($6.06, up 41.9%), along with segment-level performance metrics for VITAS and Roto-Rooter, updated full-year guidance, and detailed financial statements. This is a material disclosure affecting investor assessment of the registrant's financial performance and prospects.

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