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.

KKR Private Equity Conglomerate LLC

8-K Dilutive issuance confidence 95% filed 2026-07-24 Item 3.02

The filing discloses an unregistered sale of equity securities totaling approximately $268.6 million across multiple share classes (Class I-Series 1, Class U, Class D, and Class S Shares) to investors under Section 4(a)(2) and Regulations D and S. This is a classic dilutive issuance of unregistered equity. The materiality is evident from the substantial aggregate consideration and the disclosure that the company has sold approximately $10.4 billion in shares since inception as part of its continuous private offering.

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CNL Strategic Capital, LLC

8-K Dividend Distribution confidence 92% filed 2026-07-24

The filing's primary disclosure under Item 8.01 is the Board's declaration of cash distributions on all share classes (Class FA, A, T, D, I, and S) with a record date of August 26, 2026 and payment date of August 27, 2026. While the filing also includes routine NAV determinations and public offering price adjustments, the declaration of distributions is the material event requiring 8-K disclosure and would affect investor assessment of the company's capital allocation and cash flow.

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TWFG, Inc. (TWFG)

8-K Exec appointment confidence 75% filed 2026-07-24 Item 5.02

The filing discloses both the resignation of Eugene N. Padgett as Chief Accounting Officer and the appointment of Janice Zwinggi to assume that role in addition to her CFO position. While both events occur, the principal disclosed action centers on the appointment of Zwinggi to the Chief Accounting Officer role, making exec_appointment the most salient classification. The appointment of a named executive to a principal accounting officer position is material to investors assessing the registrant's financial reporting oversight.

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Blackstone Private Real Estate Credit & Income Fund

8-K Dilutive issuance confidence 95% filed 2026-07-24 Item 3.02

The filing discloses an unregistered sale of 764,818 common shares for $20,000,000 pursuant to Section 4(a)(2) and Regulation D/S under the Securities Act. This is a classic dilutive equity issuance by a closed-end fund raising capital through a private placement, which materially affects existing shareholders' ownership percentages and is a significant capital event for the registrant.

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TPG Private Equity Opportunities, L.P.

8-K Dilutive issuance confidence 95% filed 2026-07-24 Item 3.02

TPG Private Equity Opportunities, L.P. sold $84.4 million of unregistered limited partnership units on July 1, 2026, as part of a continuous private offering exempt under Section 4(a)(2) and Regulation D, including through a feeder vehicle for tax-exempt and non-U.S. investors.

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Golub Capital Private Income Fund S

8-K Dilutive issuance confidence 95% filed 2026-07-24 Item 3.02

Golub Capital Private Income Fund S issued 69,843 common shares of beneficial interest for $1,686,000 in consideration pursuant to Section 4(a)(2), Regulation D, and/or Regulation S exemptions.

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Golub Capital Private Income Fund S

8-K Dividend Distribution confidence 95% filed 2026-07-24 Item 7.01

The Fund declared a regular distribution to Common Shareholders of $0.1493 per share (net of fees), payable on or around August 28, 2026, to shareholders of record as of July 31, 2026.

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Golub Capital Private Income Fund S

8-K Financial Other confidence 85% filed 2026-07-24 Item 8.01

The Fund disclosed portfolio composition, NAV, and leverage metrics as of June 30, 2026, including total portfolio fair value of approximately $248 million, NAV of approximately $118 million, debt outstanding of approximately $143 million, and NAV per share of $24.14, along with detailed breakdowns of investment types and industry concentrations.

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Golub Capital Private Income Fund I

8-K Dilutive issuance confidence 92% filed 2026-07-24 Item 3.02

The Fund sold 51,511 unregistered common shares of beneficial interest for $1,244,500 as of July 1, 2026, pursuant to subscription agreements and exempt from Securities Act registration under Section 4(a)(2), Regulation D, and/or Regulation S.

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Golub Capital Private Income Fund I

8-K Financial Other confidence 85% filed 2026-07-24 Item 8.01

The Fund disclosed portfolio composition, NAV, and leverage metrics as of June 30, 2026, including NAV per share of $24.16, total portfolio fair value of $439 million, and leverage ratios of 1.19x debt-to-equity.

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AMERICAN AIRLINES, INC.

8-K Earnings release confidence 98% filed 2026-07-23 Item 2.02

American Airlines Group Inc. issued a press release on July 23, 2026, reporting financial results for the three and six months ended June 30, 2026, including record quarterly revenue of $16.7 billion (up 16.3% year-over-year), GAAP net income of $71 million ($0.11 per diluted share), and adjusted net income of $99 million ($0.15 per diluted share).

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ENERPAC TOOL GROUP CORP (EPAC)

8-K Exec appointment confidence 85% filed 2026-07-23 Item 5.02

The filing discloses the appointment of Kevin J. Hagen as Principal Accounting Officer and Vice President and Global Controller on July 23, 2026. While the section also mentions Patrick J. Dawson's departure from the same role, the principal disclosed action centers on the appointment of a new Principal Accounting Officer—a key financial reporting position. The appointment of a new Principal Accounting Officer is material to investors as it affects the registrant's financial reporting oversight and governance structure.

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ASSOCIATED BANC-CORP (ASB-PF)

8-K Earnings release confidence 98% filed 2026-07-23 Item 2.02

Associated Banc-Corp disclosed its second quarter 2026 earnings on July 23, 2026, reporting net income of $121 million, or $0.63 per common share, with adjusted earnings of $0.73 per share excluding nonrecurring acquisition-related items. The press release, furnished as Exhibit 99.1, contains comprehensive financial results including loans, deposits, net interest income, noninterest income and expense, credit quality, and capital ratios—all standard components of a quarterly earnings announcement. This is a routine but material quarterly earnings disclosure under Item 2.02.

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BROWN FORMAN CORP (BF-B)

8-K Shareholder vote confidence 95% filed 2026-07-23 Item 5.07

Brown-Forman held its Annual Meeting of Stockholders on July 23, 2026. Shareholders voted on three proposals: election of 11 directors (all elected), advisory approval of executive compensation (approved), and ratification of Ernst & Young LLP as independent auditor (ratified).

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BROWN FORMAN CORP (BF-B)

8-K Dividend Distribution confidence 75% filed 2026-07-23 Item 7.01

The Board of Directors approved a regular quarterly cash dividend of $0.2310 per share, payable on October 1, 2026, continuing the company's 82-year dividend history and 42-year consecutive streak of dividend increases.

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DOVER Corp (DOV)

8-K Earnings release confidence 99% filed 2026-07-23 Item 2.02

Dover Corporation issued a press release on July 23, 2026 announcing its second quarter 2026 financial results, disclosing revenue of $2.19 billion (up 7%), GAAP diluted EPS of $2.31 (up 14%), and adjusted diluted EPS of $2.74 (up 12%), along with raised full-year 2026 guidance.

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1ST SOURCE CORP (SRCE)

8-K Earnings release confidence 98% filed 2026-07-23 Item 2.02

1st Source Corporation issued a press release on July 23, 2026 announcing its second quarter 2026 earnings results, disclosing record net income of $47.54 million (up 27.40% year-over-year), diluted EPS of $1.95 (up 29.14% YoY), and key operational metrics including loan growth, deposit growth, and net interest margin. The filing explicitly states "On July 23, 2026, 1st Source Corporation issued a press release that announced its second quarter earnings for 2026" under Item 2.02, with the full earnings release attached as Exhibit 99.1. This is a standard quarterly earnings disclosure material to investors.

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FRANKLIN RESOURCES INC (BEN)

8-K Exec Compensation confidence 95% filed 2026-07-23 Item 5.02

This Item 5.02(e) disclosure details special one-time equity awards (PSUs and RSUs valued at approximately $15 million each) and carried interest allocations granted to the CEO, Executive Chairman, and three Co-Presidents effective July 21, 2026. The disclosure explicitly addresses compensatory arrangements—equity grants and performance-based incentives—approved by the Compensation Committee and Board to retain core leadership and align compensation with company performance, which is the hallmark of exec_compensation classification.

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INDEPENDENT BANK CORP /MI/ (IBCP)

8-K Earnings release confidence 98% filed 2026-07-23 Item 2.02

Independent Bank Corporation issued a press release on July 23, 2026 announcing second quarter 2026 financial results, reporting net income of $18.8 million or $0.90 per diluted share versus $16.9 million or $0.81 per diluted share in the prior-year period. The disclosure includes comprehensive operating results, asset quality metrics, balance sheet information, and capital ratios, which are typical components of a quarterly earnings release filed under Item 2.02.

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HUNTINGTON BANCSHARES INC /MD/ (HBANP)

8-K Earnings release confidence 98% filed 2026-07-23 Item 2.02

Huntington Bancshares issued a news release on July 23, 2026 announcing its earnings for the quarter ended June 30, 2026, with net income of $727 million and diluted EPS of $0.33. The Item 2.02 disclosure explicitly states that Huntington "issued a news release announcing its earnings for the quarter ended June 30, 2026" and made a Quarterly Financial Supplement available, with both exhibits attached. This is a standard quarterly earnings release disclosure, material to investors assessing the registrant's financial performance.

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HUNTINGTON BANCSHARES INC /MD/ (HBANP)

8-K Dividend Distribution confidence 98% filed 2026-07-23 Item 8.01

The filing discloses the Board's declaration of quarterly cash dividends on common stock ($0.155 per share) and seven series of preferred stock with specified per-share amounts and payment dates. This is a routine but material dividend declaration affecting shareholders of record, consistent with the dividend_distribution event type.

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INTEL CORP (INTC)

8-K Earnings release confidence 98% filed 2026-07-23 Item 2.02

Intel issued a press release on July 23, 2026 announcing second-quarter 2026 financial results, including revenue of $16.1 billion (up 25% YoY), GAAP EPS of $(2.16), and non-GAAP EPS of $0.42, along with forward-looking guidance for Q3 2026. This is a standard quarterly earnings disclosure attached as Exhibit 99.1 and incorporated by reference in Item 2.02, which is the designated Item for results of operations and financial condition.

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TENET HEALTHCARE CORP (THC)

8-K Earnings release confidence 98% filed 2026-07-23 Item 2.02

This is a clear earnings release for Tenet Healthcare Corporation disclosing financial results for the quarter ended June 30, 2026. The Item 2.02 disclosure explicitly states "On July 23, 2026, Tenet Healthcare Corporation (the 'Company') issued a press release reporting the financial results of the Company for the quarter ended June 30, 2026," with the press release attached as Exhibit 99.1. The release includes detailed quarterly and year-to-date financial metrics (net income, EPS, Adjusted EBITDA, segment results) and updated full-year 2026 guidance, all material to investors' assessment of the company's financial performance.

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OLD REPUBLIC INTERNATIONAL CORP (ORI)

8-K Earnings release confidence 98% filed 2026-07-23 Item 2.02

Old Republic International disclosed its quarterly and first-half 2026 financial results on July 23, 2026, including net income of $322.3 million for Q2 2026, net operating income of $186.0 million, diluted EPS of $1.31, and consolidated combined ratio of 95.3%. The full earnings release is attached as Exhibit 99.1, which is the standard format for Item 2.02 earnings disclosures. This is a material quarterly earnings announcement affecting investor assessment of the company's financial performance.

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RYDER SYSTEM INC (R)

8-K Earnings release confidence 98% filed 2026-07-23 Item 2.02

Ryder issued a press release on July 23, 2026 reporting Q2 2026 financial results with GAAP EPS of $3.40 (up 8% YoY), comparable EPS of $3.73 (up 12% YoY), total revenue of $3.3 billion (up 5% YoY), and raised full-year 2026 comparable EPS guidance to $14.40–$14.80.

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Snap-on Inc (SNA)

8-K Earnings release confidence 99% filed 2026-07-23 Item 2.02

This is a clear earnings release for Q2 2026 (ended July 4, 2026) filed under Item 2.02. The press release discloses net sales of $1,235.1 million (up 4.7%), diluted EPS of $4.96 (up from $4.72), and improved gross margins of 51.4% versus 50.5% year-over-year. The filing includes detailed financial statements, segment results, and forward-looking guidance, all typical of a quarterly earnings announcement.

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THERMO FISHER SCIENTIFIC INC. (TMO)

8-K Earnings release confidence 99% filed 2026-07-23 Item 2.02

This is a straightforward earnings release for Q2 2026 (quarter ended June 27, 2026) filed on July 23, 2026. The Item 2.02 disclosure announces financial results including revenue of $11.99 billion (10% growth), GAAP diluted EPS of $4.68 (9% growth), and adjusted EPS of $6.03 (13% growth), with the full press release furnished as Exhibit 99.1. Quarterly earnings releases are material to investors and are the canonical example of earnings_release classification.

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UNION PACIFIC CORP (UNP)

8-K Earnings release confidence 99% filed 2026-07-23 Item 2.02

Union Pacific issued a press release on July 23, 2026 announcing second quarter 2026 financial results, including net income of $2.0 billion (up 6%), diluted EPS of $3.36 (up 7%), and operating revenue of $6.9 billion (up 12%). The filing explicitly states "On July 23, 2026, Union Pacific Corporation issued a press release announcing its financial results for the quarter ended June 30, 2026" and furnishes the press release as Exhibit 99.1, which is the standard disclosure mechanism for quarterly earnings releases under Item 2.02.

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RTX Corp (RTX)

8-K Earnings release confidence 99% filed 2026-07-23 Item 2.02

RTX Corporation issued a press release on July 23, 2026 announcing its second quarter 2026 financial results, including sales of $24.7 billion (up 14% YoY), adjusted EPS of $1.89 (up 21% YoY), and free cash flow of $2.9 billion. The company also raised its full-year 2026 outlook for adjusted sales, adjusted EPS, and free cash flow. This is a standard quarterly earnings disclosure under Item 2.02, material to investors assessing the company's operational and financial performance.

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UNIVEST FINANCIAL Corp (UVSP)

8-K Earnings release confidence 98% filed 2026-07-23 Item 2.02

This is a clear earnings release for Q2 2026 (quarter ended June 30, 2026) disclosing net income of $23.0 million and diluted EPS of $0.82, representing an 18.8% increase in EPS compared to Q2 2025. The press release, attached as Exhibit 99.1, provides comprehensive financial results including balance sheet data, income statement metrics, and forward-looking guidance typical of quarterly earnings announcements.

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WEST PHARMACEUTICAL SERVICES INC (WST)

8-K Earnings release confidence 98% filed 2026-07-23 Item 2.02

West Pharmaceutical Services issued a press release on July 23, 2026 announcing second-quarter 2026 financial results, including net sales of $872.3 million (up 13.8%), diluted EPS of $2.15 (up 18.1%), and adjusted-diluted EPS of $2.37 (up 28.8%), along with raised full-year 2026 guidance for net sales and EPS.

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SELECTIVE INSURANCE GROUP INC (SIGIP)

8-K Earnings release confidence 98% filed 2026-07-23 Item 2.02

Selective Insurance Group disclosed second quarter 2026 financial results, reporting net income per diluted common share of $2.11, a combined ratio of 98.0%, and ROE of 14.8%, along with segment performance and full-year guidance.

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ROBERT HALF INC. (RHI)

8-K Earnings release confidence 98% filed 2026-07-23 Item 2.02

Robert Half Inc. issued a press release on July 23, 2026 reporting second-quarter 2026 financial results, including net income of $26 million ($0.26 per share) on revenues of $1.336 billion, compared to prior-year results. The filing explicitly states "Robert Half Inc. issued a press release reporting earnings for the second fiscal quarter of 2026" and attaches the earnings release as Exhibit 99.1, which is the standard disclosure mechanism for quarterly earnings under Item 2.02.

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Ameris Bancorp (ABCB)

8-K Earnings release confidence 97% filed 2026-07-23 Item 2.02

Ameris Bancorp issued a press release on July 23, 2026 announcing unaudited financial results for the quarter ended June 30, 2026, reporting net income of $51.4 million ($0.77 per diluted share) and adjusted net income of $107.3 million ($1.60 per diluted share), along with comprehensive financial metrics including net interest margin, loan growth, deposit trends, and credit quality.

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SOUTHSIDE BANCSHARES INC (SBSI)

8-K Earnings release confidence 98% filed 2026-07-23 Item 2.02

This is a clear earnings release disclosing Southside Bancshares' financial results for Q2 2026 (ended June 30, 2026), issued on July 24, 2026. The press release reports net income of $26.8 million, earnings per diluted share of $0.90, and key performance metrics including ROA of 1.23% and ROE of 12.33%. The disclosure includes detailed operating results, balance sheet data, asset quality metrics, and capital information—all hallmarks of a quarterly earnings announcement. Material to investors assessing the registrant's financial performance.

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CASS INFORMATION SYSTEMS INC (CASS)

8-K Earnings release confidence 98% filed 2026-07-23 Item 2.02

Cass Information Systems issued a press release announcing its second quarter 2026 financial results, reporting record net income of $10.6 million and diluted EPS of $0.81, along with detailed financial commentary on revenues, expenses, and operational metrics.

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CASS INFORMATION SYSTEMS INC (CASS)

8-K Dividend Distribution confidence 95% filed 2026-07-23 Item 8.01

On July 21, 2026, the Company's Board of Directors declared a third quarter dividend of $0.32 per share payable on September 14, 2026 to shareholders of record on September 4, 2026.

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VALLEY NATIONAL BANCORP (VLYPN)

8-K Earnings release confidence 97% filed 2026-07-23 Item 2.02

Valley National Bancorp issued a press release on July 23, 2026 announcing second quarter 2026 financial results, including net income of $170.9 million ($0.29 per diluted share), net interest margin of 3.20%, deposit growth of $1.3 billion, and loan growth of $1.6 billion.

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ARROW FINANCIAL CORP (AROW)

8-K Earnings release confidence 97% filed 2026-07-23 Item 2.02

Arrow Financial Corporation issued a press release on July 23, 2026 disclosing unaudited financial results for the quarter ended June 30, 2026, including net income of $11.0 million and EPS of $0.66.

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ARROW FINANCIAL CORP (AROW)

8-K Dividend Distribution confidence 95% filed 2026-07-23 Item 8.01

On July 22, 2026, the Board of Directors declared a quarterly cash dividend of $0.30 per share payable August 25, 2026 to shareholders of record on August 11, 2026.

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S&T BANCORP INC (STBA)

8-K Earnings release confidence 98% filed 2026-07-23 Item 2.02

S&T Bancorp announced its second quarter 2026 earnings results on July 23, 2026, reporting net income of $36.6 million and diluted EPS of $1.02, with detailed financial metrics and performance highlights disclosed via press release.

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S&T BANCORP INC (STBA)

8-K Dividend Distribution confidence 75% filed 2026-07-23 Item 8.01

The Board authorized a new $100 million share repurchase program on July 22, 2026, effective July 27, 2026, replacing the existing program. During Q2 2026, the company repurchased 1,074,924 shares at an average price of $44.24 for $47.6 million.

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CNB FINANCIAL CORP/PA (CCNEP)

8-K Earnings release confidence 98% filed 2026-07-23 Item 2.02

CNB Financial Corporation disclosed its quarterly earnings results for the three and six months ended June 30, 2026 via press release on July 23, 2026. The filing explicitly states "CNB Financial Corporation...today announced its earnings for the three and six months ended June 30, 2026" with detailed financial metrics including net income of $27.2 million ($0.91 per diluted share) for Q2 2026 and $53.2 million ($1.79 per diluted share) for the six-month period. This is a standard earnings release disclosure under Item 2.02, material to investors assessing the registrant's financial performance.

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POPULAR, INC. (BPOPM)

8-K Earnings release confidence 94% filed 2026-07-23 Item 2.02

Popular, Inc. issued a press release on July 23, 2026 announcing unaudited financial results for the second quarter ended June 30, 2026, disclosing net income of $278 million (13% higher than Q1 2026, 32% higher than Q2 2025), diluted EPS of $4.35, and key financial metrics. The disclosure also included significant capital actions including a dividend increase and a $1 billion share repurchase authorization.

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CLEVELAND-CLIFFS INC. (CLF)

8-K Earnings release confidence 98% filed 2026-07-23 Item 2.02

Cleveland-Cliffs issued a news release on July 23, 2026 announcing second-quarter 2026 financial results for the period ended June 30, 2026, disclosing revenues of $5.2 billion, adjusted EBITDA of $286 million, and a GAAP net loss of $134 million ($0.25 per diluted share). This is a standard quarterly earnings release attached as Exhibit 99.1 to the 8-K Item 2.02 filing, with detailed financial statements and forward guidance.

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HONEYWELL INTERNATIONAL INC (HON)

8-K Earnings release confidence 98% filed 2026-07-23 Item 2.02

Honeywell International issued a press release on July 23, 2026 announcing second quarter 2026 earnings results, including consolidated sales of $9.7 billion, operating margins, and EPS of $17.83 (adjusted EPS of $4.52). The filing explicitly states this is furnished pursuant to Item 2.02 (Results of Operations and Financial Condition) with the earnings press release attached as Exhibit 99, which is the standard disclosure mechanism for quarterly earnings releases.

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WORLD KINECT CORP (WKC)

8-K Earnings release confidence 98% filed 2026-07-23 Item 2.02

World Kinect Corporation issued a press release on July 23, 2026, reporting second quarter 2026 financial results, including gross profit of $365 million, GAAP net income of $48 million ($0.94 per diluted share), and adjusted net income of $66 million ($1.29 per diluted share). The company also raised its full-year 2026 Adjusted EPS guidance to $3.20–$3.40 per share. This is a standard quarterly earnings release attached as Exhibit 99.1 to Item 2.02, disclosing material financial results and forward guidance that would affect a reasonable investor's assessment of the company's performance.

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BRANDYWINE REALTY TRUST (BDN)

8-K Earnings release confidence 98% filed 2026-07-23 Item 2.02

This is a clear earnings release for the second quarter and first six months of 2026. The Item 2.02 disclosure explicitly states "On July 22, 2026, we issued a press release announcing our financial results for the six months ended June 30, 2026," and the attached Exhibit 99.1 is the full earnings press release containing detailed financial results (net loss, FFO per share), operational metrics, and updated 2026 guidance. This is a standard quarterly earnings announcement with material financial information affecting investor assessment.

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HARLEY-DAVIDSON, INC. (HOG)

8-K Earnings release confidence 98% filed 2026-07-23 Item 2.02

Harley-Davidson issued a press release on July 23, 2026 announcing second quarter 2026 financial results for the period ended June 30, 2026, including consolidated revenue of $1,230 million, net income of $80 million, and diluted EPS of $0.75. The company also raised full-year 2026 guidance for HDMC retail sales, wholesale shipments, and operating income. This is a standard quarterly earnings disclosure with material financial metrics and forward guidance.

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