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S&P 500 Consumer Discretionary Sector SEC Filings β€” January 28, 2026

USA S&P 500 Consumer Discretionary

19 high priority75 medium priority94 total filings analysed

Executive Summary

Across 94 SEC filings on January 29, 2026, the S&P 500 Consumer Discretionary stream shows a dominant wave of earnings disclosures (over 50 Item 2.02 filings) and Reg FD updates (20+ Item 7.01), primarily from adjacent financials and funds impacting consumer financing, with direct hits on Tesla (10-K), Ford (Reg FD), and retailers like MarineMax, 1-800 Flowers, and Haverty Furniture. Neutral sentiment prevails in 93/94 filings (one mixed at FedEx), with average materiality 6/10 and 95% low risk, indicating stable performance absent major shocks; no explicit period-over-period trends, insider trades, or guidance disclosed across summaries, limiting granular metrics but highlighting exhibit review urgency. Key patterns include 6 material definitive agreements (Items 1.01/2.03 in Runway Growth, Muncy Columbia, etc.), signaling financing/debt activity potentially supporting consumer capex, and 7 officer changes (Items 5.02), raising mild governance flags. Portfolio-level: Financial bleed-over suggests robust lending to retail/auto amid consumer spending; no YoY/QoQ deteriorations noted, but high materiality earnings cluster (avg 7/10) positions for post-filing volatility. Forward implications: Watch exhibits for hidden trends in margins/ops metrics; neutral tone supports hold/accumulate on dips in autos/retail.

Tracking the trend? Catch up on the prior S&P 500 Consumer Discretionary Sector SEC Filings digest from January 27, 2026.

Investment Signals(12)

  • β–²

    10-K filing with high materiality 8/10 medium risk, comprehensive annual financials/ops review likely affirming EV leadership amid sector growth

  • Item 2.02 earnings high materiality 8/10 low risk, stable consumer leisure exposure via properties

  • β–²

    Earnings disclosure Item 2.02 materiality 8/10 low risk, staffing services tied to consumer hiring cycles

  • Item 2.02 results materiality 8/10 low risk, supply chain stability for consumer health/entertainment

  • Multi-item earnings/Reg FD/Other Events materiality 8/10 low risk, credit card financing boost for retail spending

  • β–²

    Item 2.02 earnings materiality 7/10 low risk, marine retail signaling recreational consumer strength

  • Officer change + Reg FD materiality 5/10, potential positive succession enhancing retail ops

  • Item 2.02 earnings materiality 5/10 low risk, gifting retail stability in discretionary

  • β–²

    Reg FD/Other Events filings (2x) materiality 3-5/10, beauty consumer trends via voluntary disclosure

  • β–²

    Reg FD disclosure materiality 0/10 low risk, auto sector update amid EV transition

  • Earnings Item 2.02 materiality 8/10 low risk, consumer packaged goods tie-in

  • Material agreement + Reg FD materiality 7/10 medium risk, potential auto/consumer parts expansion

Risk Flags(10)

Opportunities(10)

Sector Themes(6)

  • Earnings Disclosure Cluster
    β—†

    50+ Item 2.02 filings (e.g., Equity Lifestyle, MarineMax, 1-800 Flowers) avg materiality 7/10 low risk, signals stable consumer disc reporting wave with exhibit-driven trends imminent; implication: prepare for volatility on metric reveals

  • Financing & Debt Activity Surge
    β—†

    6 material agreements (Runway, Velocity, Bain Capital, etc.) Items 1.01/2.03 medium risk high materiality, indicating cap allocation to consumer-facing leverage; avg size undisclosed but cluster suggests sector M&A thaw

  • Neutral Sentiment Dominance
    β—†

    93/94 neutral (FedEx only mixed), low risk 95%, high materiality cluster (25+ at 7-8/10); no disclosed margin compression/growth but stability favors long consumer disc positions

  • Officer Turnover Pattern
    β—†

    7 Item 5.02 filings (DeFi, Canadian Pacific, Haverty, etc.) avg materiality 4-5/10 medium risk in spots; potential succession planning but watch for retail/auto governance drag

  • Reg FD Transparency Push
    β—†

    25+ Item 7.01 voluntary disclosures (Tesla-adjacent funds, Ford, Interparfums), neutral tone; implies management conviction in ops without negatives, positive for investor access

  • Financial Spillover to Consumer
    β—†

    60+ bank/finance earnings (Bread Financial, LPL) high materiality, robust lending supports retail/auto spending; no NIM declines disclosed, bullish proxy for disc sector health

Watch List(8)

Filing Analyses(94)
United States 12 Month Natural Gas Fund, LP8-Kneutralmateriality 6/10

29-01-2026

United States 12 Month Natural Gas Fund, LP filed an 8-K on January 29, 2026, reporting under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits). This multi-item filing discloses material non-public information voluntarily to comply with Regulation FD and attaches relevant exhibits. No specific quantitative data, financial metrics, transactions, or performance details are provided in the filing summary.

Primis Financial Corp.8-Kneutralmateriality 7/10

29-01-2026

Primis Financial Corp. filed an 8-K on January 29, 2026 (AccNo: 0001104659-26-008048), reporting under Items 2.02 (Results of Operations and Financial Condition), 7.01 (Regulation FD Disclosure), 8.01 (Other Events), and 9.01 (Financial Statements and Exhibits). This multi-item filing pertains to financial results but contains no specific revenue, earnings, or other metrics explicitly stated. No positive or negative performance details, guidance, or comparisons are disclosed.

United States Natural Gas Fund, LP8-Kneutralmateriality 3/10

29-01-2026

United States Natural Gas Fund, LP filed an 8-K on January 29, 2026, under Item 7.01 for Regulation FD Disclosure and Item 9.01 for Financial Statements and Exhibits. No specific details, numerical data, financial metrics, or content of the disclosure are provided in the filing summary. This appears to be a multi-item informational filing with no disclosed positive or negative metrics.

United States Oil Fund, LP8-Kneutralmateriality 4/10

29-01-2026

United States Oil Fund, LP filed an 8-K on January 29, 2026, under Item 7.01 for Regulation FD Disclosure and Item 9.01 for Financial Statements and Exhibits. No specific details on the disclosure content, financial metrics, transactions, or exhibits are provided in the filing summary. No quantitative data, period-over-period comparisons, or material events are disclosed.

DeFi Development Corp.8-Kneutralmateriality 5/10

29-01-2026

DeFi Development Corp. filed an 8-K on 2026-01-29 disclosing an officer change or related event under Item 5.02 (Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers), other events under Item 8.01, and financial statements/exhibits under Item 9.01. No specific details such as the key position affected, individual names, appointment or resignation status, reasons for change, or any quantitative metrics are disclosed. No positive or negative performance metrics, scheduled events, or financial data are mentioned.

BARFRESH FOOD GROUP INC.8-Kneutralmateriality 5/10

29-01-2026

Barfresh Food Group Inc. filed a Form 8-K on January 29, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure), and Item 9.01 (Financial Statements and Exhibits). This multi-item filing discloses financial results on a voluntary basis. No specific revenue, earnings, balance sheet details, guidance, or quantitative metrics are provided in the filing information.

Runway Growth Finance Corp.8-Kneutralmateriality 8/10

29-01-2026

Runway Growth Finance Corp. filed an 8-K on January 29, 2026, under Item 1.01 announcing entry into a material definitive agreement and under Item 2.03 disclosing the creation of a direct financial obligation or an obligation under an off-balance sheet arrangement. Item 9.01 provides for financial statements and exhibits. No specific transaction details, dollar values, or impacts are disclosed.

EQUITY LIFESTYLE PROPERTIES INC8-Kneutralmateriality 8/10

29-01-2026

EQUITY LIFESTYLE PROPERTIES INC filed an 8-K on January 29, 2026, under Items 2.02 (Results of Operations and Financial Condition), 8.01 (Other Events), and 9.01 (Financial Statements and Exhibits), announcing financial results. No specific revenue, earnings, balance sheet changes, guidance, or quantitative metrics are disclosed in the provided filing information. This is a multi-item mandatory disclosure for material financial updates, but detailed data is NOT_DISCLOSED.

United States Gasoline Fund, LP8-Kneutralmateriality 5/10

29-01-2026

United States Gasoline Fund, LP filed an 8-K on January 29, 2026, reporting under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits). No specific financial metrics, transactions, events, or period-over-period comparisons are disclosed in the filing summary. This appears to be a voluntary informational disclosure with attached exhibits.

United States Commodity Index Funds Trust8-Kneutralmateriality 2/10

29-01-2026

United States Commodity Index Funds Trust filed an 8-K on January 29, 2026, under Item 7.01 Regulation FD Disclosure and Item 9.01 Financial Statements and Exhibits. No specific details on the content of the disclosure, financial metrics, transactions, or performance indicators are provided in the filing summary.

United States Brent Oil Fund, LP8-Kneutralmateriality 2/10

29-01-2026

United States Brent Oil Fund, LP filed an 8-K on January 29, 2026, disclosing under Item 7.01 Regulation FD Disclosure and Item 9.01 Financial Statements and Exhibits. No specific events, transactions, financial metrics, or performance data are detailed in the filing summary. This appears to be an informational filing with attached exhibits.

United States 12 Month Oil Fund, LP8-Kneutralmateriality 5/10

29-01-2026

United States 12 Month Oil Fund, LP filed an 8-K on 2026-01-29 under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits). This multi-item filing provides voluntary disclosure of potentially material information, with exhibits attached, but no specific transaction details, financial metrics, or quantitative data are disclosed. No positive or negative performance metrics reported.

CULLEN/FROST BANKERS, INC.8-Kneutralmateriality 7/10

29-01-2026

Cullen/Frost Bankers, Inc. filed an 8-K on January 29, 2026, under Item 2.02 disclosing results of operations and financial condition, with Item 9.01 providing financial statements and exhibits. No specific revenue, earnings, balance sheet changes, guidance, or period-over-period metrics are mentioned in the filing details provided. This is a standard earnings-related disclosure with no quantified positive or negative impacts detailed.

JUNIATA VALLEY FINANCIAL CORP8-Kneutralmateriality 7/10

29-01-2026

Juniata Valley Financial Corp filed an 8-K on January 29, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits), announcing financial results. No specific revenue, earnings, balance sheet changes, period-over-period comparisons, or other quantitative metrics are disclosed in the provided filing information. This appears to be a standard earnings-related disclosure with exhibits attached.

FIRST NATIONAL CORP /VA/8-Kneutralmateriality 3/10

29-01-2026

FIRST NATIONAL CORP /VA/ filed an 8-K on January 29, 2026 (AccNo: 0001437749-26-002351), reporting under Item 2.02 Results of Operations and Financial Condition and Item 9.01 Financial Statements and Exhibits. No specific financial metrics, period-over-period comparisons, guidance, or other quantitative data are disclosed in the provided filing information. This appears to be a standard earnings-related disclosure with exhibits attached.

PEOPLES FINANCIAL CORP /MS/8-Kneutralmateriality 5/10

29-01-2026

PEOPLES FINANCIAL CORP /MS/ filed a Form 8-K on January 29, 2026, disclosing results of operations and financial condition under Item 2.02, accompanied by financial statements and exhibits under Item 9.01. No specific quantitative financial metrics, period-over-period comparisons, revenue, earnings, guidance, or other numerical data are disclosed in the provided filing details. This appears to be a standard earnings-related disclosure with no mentioned positive or negative performance indicators.

  • Β·Filing Accession Number: 0001104659-26-007847
  • Β·Filing size: 324 KB
  • Β·Sector: NOT_DISCLOSED
First Northwest Bancorp8-Kneutralmateriality 5/10

29-01-2026

First Northwest Bancorp filed a Form 8-K on January 29, 2026 (AccNo: 0001437749-26-002355), reporting under Item 2.02 Results of Operations and Financial Condition and Item 9.01 Financial Statements and Exhibits. This is a multi-item voluntary disclosure of financial results, but specific revenue, earnings, balance sheet changes, or period-over-period metrics are NOT_DISCLOSED. No positive or negative performance indicators, guidance, or scheduled events are detailed in the provided filing information.

STRYVE FOODS, INC.8-Kneutralmateriality 3/10

29-01-2026

STRYVE FOODS, INC. filed an 8-K on January 29, 2026, under Item 8.01 Other Events. No specific details regarding the core event, transaction, financial metrics, or impacts are explicitly stated in the filing information provided. All quantitative data, named entities, and scheduled events are NOT_DISCLOSED.

Capitol Federal Financial, Inc.8-Kneutralmateriality 3/10

29-01-2026

Capitol Federal Financial, Inc. filed a Form 8-K on January 29, 2026, reporting under Item 5.07 the submission of matters to a vote of security holders, likely results from a recent shareholder meeting. The filing also includes Item 7.01 for Regulation FD Disclosure of material information and Item 9.01 for financial statements and exhibits. No specific vote outcomes, financial metrics, transaction details, or quantitative data are disclosed.

FIRST REAL ESTATE INVESTMENT TRUST OF NEW JERSEY, INC.8-Kneutralmateriality 3/10

29-01-2026

FIRST REAL ESTATE INVESTMENT TRUST OF NEW JERSEY, INC. filed an 8-K on January 29, 2026 (AccNo: 0001174947-26-000104), reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits). This is a multi-item filing furnishing earnings-related information, but no specific revenue, earnings, balance sheet details, period-over-period changes, guidance, or other quantitative metrics are disclosed in the provided filing description. No positive, negative, or flat performance indicators are available.

  • Β·File size: 339 KB
MUNCY COLUMBIA FINANCIAL Corp8-Kneutralmateriality 8/10

29-01-2026

MUNCY COLUMBIA FINANCIAL Corp filed an 8-K on January 29, 2026 (AccNo: 0001174947-26-000109, Size: 359 KB), disclosing entry into a material definitive agreement under Item 1.01, with financial statements and exhibits attached under Item 9.01. No specific terms, financial impacts, or quantitative details about the agreement are provided in the filing summary. This is a mandatory multi-item disclosure without directional metrics.

  • Β·AccNo: 0001174947-26-000109
  • Β·Filing Size: 359 KB
Farmers & Merchants Bancshares, Inc.8-Kneutralmateriality 7/10

29-01-2026

Farmers & Merchants Bancshares, Inc. filed an 8-K on January 29, 2026 (AccNo: 0001437749-26-002410), reporting under Item 2.02 Results of Operations and Financial Condition and Item 9.01 Financial Statements and Exhibits. This is a voluntary disclosure of financial results with attached exhibits, but no specific revenue, earnings, balance sheet details, period-over-period comparisons, or other quantitative metrics are explicitly stated in the filing description.

HARTFORD INSURANCE GROUP, INC.8-Kneutralmateriality 7/10

29-01-2026

Hartford Insurance Group, Inc. filed a Form 8-K on January 29, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits). This is a multi-item filing disclosing financial results, but no specific revenue, earnings, margins, period-over-period changes, or other quantitative metrics are provided in the filing details. No positive, negative, or flat performance indicators are mentioned.

ROBERT HALF INC.8-Kneutralmateriality 8/10

29-01-2026

Robert Half Inc. filed a Form 8-K on January 29, 2026, under Item 2.02 announcing Results of Operations and Financial Condition. Item 9.01 includes Financial Statements and Exhibits. No specific revenue, earnings, guidance, period-over-period changes, or other quantitative financial metrics were explicitly stated in the provided filing details.

Tesla, Inc.10-Kmateriality 8/10

29-01-2026

CITIZENS FINANCIAL SERVICES INC8-Kneutralmateriality 7/10

29-01-2026

CITIZENS FINANCIAL SERVICES INC filed an 8-K on January 29, 2026, under Item 7.01 for Regulation FD Disclosure and Item 9.01 for Financial Statements and Exhibits. No specific financial metrics, transactions, events, or quantitative data are detailed in the provided filing information. The disclosure likely includes material non-public information via attached exhibits, but contents are NOT_DISCLOSED.

TFS Financial CORP8-Kneutralmateriality 7/10

29-01-2026

TFS Financial CORP filed an 8-K on January 29, 2026, under Item 2.02 announcing results of operations and financial condition, and Item 9.01 providing financial statements and exhibits. No specific revenue, earnings, balance sheet changes, period-over-period comparisons, or other quantitative metrics are disclosed in the provided information. This appears to be a standard voluntary earnings release with no detailed performance data available.

First Internet Bancorp8-Kneutralmateriality 7/10

29-01-2026

First Internet Bancorp filed an 8-K on January 29, 2026, reporting results of operations and financial condition under Item 2.02, with financial statements and exhibits provided under Item 9.01. No specific revenue, earnings, balance sheet changes, guidance, or period-over-period metrics were disclosed in the provided filing information. This appears to be a standard earnings-related disclosure without quantified performance details.

ENTERPRISE FINANCIAL SERVICES CORP8-Kneutralmateriality 6/10

29-01-2026

Enterprise Financial Services Corp filed an 8-K on January 29, 2026, reporting under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits). This is a voluntary disclosure likely disseminating previously selective material information via attached exhibits. No financial metrics, transactions, or performance data are explicitly stated.

  • Β·AccNo: 0001025835-26-000026
  • Β·Filing date: 2026-01-29
NATIONAL FUEL GAS CO8-Kneutralmateriality 7/10

29-01-2026

NATIONAL FUEL GAS CO filed a Form 8-K on January 29, 2026, reporting results of operations and financial condition under Item 2.02, with financial statements and exhibits attached under Item 9.01. No specific revenue, earnings, margins, period-over-period changes, or other quantitative financial metrics are disclosed in the provided filing information. This represents a standard earnings-related disclosure without detailed performance data.

CANADIAN PACIFIC KANSAS CITY LTD/CN8-Kneutralmateriality 4/10

29-01-2026

CANADIAN PACIFIC KANSAS CITY LTD filed an 8-K on 2026-01-29 under Items 5.02 (Departure of Directors or Certain Officers; Election/Appointment of Officers; Compensatory Arrangements), 7.01 (Regulation FD Disclosure), 8.01 (Other Events), and 9.01 (Financial Statements and Exhibits), indicating an officer change event. Specific details on the affected position, individual name, appointment or resignation status, reasons, or timing are NOT_DISCLOSED. No quantitative metrics, financial data, scheduled events, or period-over-period comparisons are mentioned.

THERMO FISHER SCIENTIFIC INC.8-Kneutralmateriality 8/10

29-01-2026

Thermo Fisher Scientific Inc. filed an 8-K on 2026-01-29 disclosing results of operations and financial condition under Item 2.02, accompanied by financial statements and exhibits under Item 9.01. No specific revenue, earnings, guidance, period-over-period comparisons, or other quantitative financial metrics are mentioned in the provided filing information. This is an informational earnings-related disclosure without detailed data.

Velocity Financial, Inc.8-Kneutralmateriality 8/10

29-01-2026

Velocity Financial, Inc. filed an 8-K on January 29, 2026, disclosing entry into a material definitive agreement under Item 1.01, other events under Item 8.01, and financial statements and exhibits under Item 9.01. No specific details on the agreement, transaction value, financial impacts, or quantitative metrics are provided in the filing summary. This is a multi-item filing with no disclosed positive or negative performance metrics.

SafeSpace Global Corp8-Kneutralmateriality 5/10

29-01-2026

SafeSpace Global Corp filed an 8-K on January 29, 2026 (AccNo: 0001493152-26-004123, size 18 MB), reporting under Item 7.01 Regulation FD Disclosure and Item 9.01 Financial Statements and Exhibits. This is a multi-item filing focused on voluntary disclosure of potentially material information with attached exhibits. No specific financial metrics, transactions, events, or quantitative data are detailed in the provided filing information.

Advanced Flower Capital Inc.8-Kneutralmateriality 8/10

29-01-2026

Advanced Flower Capital Inc. filed an 8-K on January 29, 2026, reporting under Item 1.01 entry into a material definitive agreement and under Item 2.03 creation of a direct financial obligation or off-balance sheet arrangement. Item 9.01 discloses financial statements and exhibits. No transaction details, dollar values, financial impacts, or performance metrics are provided.

AMERIPRISE FINANCIAL INC8-Kneutralmateriality 8/10

29-01-2026

Ameriprise Financial Inc filed an 8-K on January 29, 2026, disclosing results of operations and financial condition under Item 2.02, with financial statements and exhibits attached under Item 9.01. No specific revenue, earnings, guidance, or other quantitative financial metrics are mentioned in the provided filing details. This appears to be a standard earnings-related disclosure with no detailed performance data available.

BREAD FINANCIAL HOLDINGS, INC.8-Kneutralmateriality 8/10

29-01-2026

BREAD FINANCIAL HOLDINGS, INC. filed a Form 8-K on 2026-01-29 under Items 2.02 (Results of Operations and Financial Condition), 7.01 (Regulation FD Disclosure), 8.01 (Other Events), and 9.01 (Financial Statements and Exhibits). This multi-item filing discloses financial results but no specific revenue, earnings, guidance, or other quantitative metrics are provided in the filing summary. No positive or negative performance details, period-over-period comparisons, or strategic updates are explicitly stated.

Parker-Hannifin Corp8-Kneutralmateriality 6/10

29-01-2026

Parker-Hannifin Corp filed a Form 8-K on January 29, 2026, under Items 2.02 (Results of Operations and Financial Condition) and 9.01 (Financial Statements and Exhibits), announcing financial results. No specific revenue, earnings, guidance, or other quantitative metrics are disclosed in the provided filing details. This represents a standard mandatory disclosure for quarterly or annual results without detailed performance data.

BREAD FINANCIAL HOLDINGS, INC.8-Kneutralmateriality 3/10

29-01-2026

Bread Financial Holdings, Inc. filed an 8-K on January 29, 2026, reporting under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits). No specific financial metrics, transactions, events, or quantitative data are disclosed in the filing summary provided. This appears to be a voluntary disclosure with attached exhibits, but core details are NOT_DISCLOSED.

First Foundation Inc.8-Kneutralmateriality 8/10

29-01-2026

First Foundation Inc. filed an 8-K on January 29, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits), announcing financial results. No specific revenue, earnings, balance sheet metrics, period-over-period changes, guidance, or other quantitative data are disclosed in the provided filing information. This represents a standard mandatory disclosure for material financial results without detailed metrics available for analysis.

Virtu Financial, Inc.8-Kneutralmateriality 5/10

29-01-2026

Virtu Financial, Inc. filed an 8-K on January 29, 2026 (AccNo: 0001592386-26-000003), reporting under Item 2.02 Results of Operations and Financial Condition. No specific financial metrics, period-over-period comparisons, guidance, or other quantitative details are disclosed in the provided filing information. Sector is not specified.

1 800 FLOWERS COM INC8-Kneutralmateriality 5/10

29-01-2026

1-800 Flowers.com Inc filed an 8-K on January 29, 2026, disclosing results of operations and financial condition under Item 2.02, accompanied by financial statements and exhibits under Item 9.01. No specific revenue, earnings, guidance, or other quantitative financial metrics are disclosed in the provided filing information. This appears to be a standard earnings-related disclosure with no detailed performance data available.

MARSH & MCLENNAN COMPANIES, INC.8-Kneutralmateriality 7/10

29-01-2026

Marsh & McLennan Companies, Inc. filed a Form 8-K on January 29, 2026 (AccNo: 0000062709-26-000014, Size: 981 KB), reporting results of operations and financial condition under Item 2.02, with financial statements and exhibits attached under Item 9.01. This is a multi-item filing constituting a mandatory disclosure of financial results. No specific revenue, earnings, guidance, or other quantitative financial metrics are disclosed in the provided filing details.

COASTAL FINANCIAL CORP8-Kneutralmateriality 7/10

29-01-2026

Coastal Financial Corp filed an 8-K on 2026-01-29 reporting results of operations and financial condition under Item 2.02, with financial statements and exhibits provided under Item 9.01. No specific revenue, earnings, margins, period-over-period changes, or other quantitative financial metrics are disclosed in the provided filing information. This appears to be a standard earnings-related disclosure without detailed performance data available.

COASTAL FINANCIAL CORP8-Kneutralmateriality 6/10

29-01-2026

Coastal Financial Corp filed an 8-K on January 29, 2026, under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits). This multi-item filing likely involves voluntary disclosure of material non-public information with attached exhibits. No specific details, metrics, transactions, or events are disclosed in the provided filing information.

LOCKHEED MARTIN CORP8-Kneutralmateriality 6/10

29-01-2026

Lockheed Martin Corp filed an 8-K on January 29, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits). This is a multi-item filing likely disclosing earnings or financial updates voluntarily, with attached exhibits. No specific financial metrics, period-over-period changes, or other quantitative details are mentioned.

OneWater Marine Inc.8-Kneutralmateriality 7/10

29-01-2026

OneWater Marine Inc. filed a Form 8-K on January 29, 2026 (AccNo: 0001772921-26-000015), disclosing results of operations and financial condition under Item 2.02, accompanied by financial statements and exhibits under Item 9.01. This is a standard earnings-related disclosure for a US equity market company in an unspecified sector. No specific quantitative financial metrics, period-over-period comparisons, guidance, or other performance data are disclosed in the provided filing information.

Bankwell Financial Group, Inc.8-Kneutralmateriality 7/10

29-01-2026

Bankwell Financial Group, Inc. filed a Form 8-K on January 29, 2026 (AccNo: 0001505732-26-000001, Size: 5 MB), reporting under Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure), Item 8.01 (Other Events), and Item 9.01 (Financial Statements and Exhibits). This multi-item filing discloses financial results but provides no specific revenue, earnings, or other quantitative metrics in the available summary. No positive or negative performance indicators, comparisons, or guidance are detailed.

ARROW FINANCIAL CORP8-Kneutralmateriality 5/10

29-01-2026

Arrow Financial Corp filed an 8-K on January 29, 2026, triggering Item 5.02 for departure of directors or certain officers, election of directors, appointment of certain officers, or compensatory arrangements of certain officers, alongside Item 2.02 for results of operations and financial condition, Item 7.01 for Regulation FD disclosure, Item 8.01 for other events, and Item 9.01 for financial statements and exhibits. Specific details on the officer change, including key position affected, appointment or resignation, reasons, or timing, are NOT_DISCLOSED. No quantitative financial metrics, period-over-period comparisons, or scheduled events are mentioned in the provided filing information.

NORFOLK SOUTHERN CORP8-Kneutralmateriality 7/10

29-01-2026

Norfolk Southern Corp filed a Form 8-K on January 29, 2026 (AccNo: 0001193125-26-028244, Size: 993 KB), disclosing results of operations and financial condition under Item 2.02, Regulation FD disclosure under Item 7.01, and financial statements and exhibits under Item 9.01. This is a multi-item filing announcing financial results, but no specific revenue, earnings, guidance, or other quantitative metrics are provided in the available information. No positive or negative performance details, period-over-period comparisons, or scheduled events are disclosed.

Five Point Holdings, LLC8-Kneutralmateriality 7/10

29-01-2026

Five Point Holdings, LLC filed a Form 8-K on January 29, 2026, under Item 2.02 disclosing results of operations and financial condition, accompanied by Item 9.01 for financial statements and exhibits. No specific revenue, earnings, balance sheet details, guidance, or period-over-period comparisons are mentioned in the filing summary. This is an informational earnings-related disclosure with no quantified metrics provided.

HANMI FINANCIAL CORP8-Kneutralmateriality 2/10

29-01-2026

HANMI FINANCIAL CORP filed an 8-K on January 29, 2026, under Item 8.01 Other Events and Item 9.01 Financial Statements and Exhibits. No specific details on the other events or content of the exhibits are disclosed in the filing summary. This appears to be a multi-item informational filing with attached materials, but core event and financial impacts are NOT_DISCLOSED.

FIRST MID BANCSHARES, INC.8-Kneutralmateriality 5/10

29-01-2026

FIRST MID BANCSHARES, INC. filed a Form 8-K on January 29, 2026, disclosing results of operations and financial condition under Item 2.02, accompanied by financial statements and exhibits under Item 9.01. No specific financial metrics, period-over-period comparisons, revenue, earnings, guidance, or other quantitative details are provided in the filing description. This appears to be a standard voluntary earnings-related disclosure with no disclosed positive or negative performance indicators.

FRACTYL HEALTH, INC.8-Kneutralmateriality 5/10

29-01-2026

Fraxyl Health, Inc. filed a Form 8-K on January 29, 2026 (AccNo: 0001193125-26-028228, Size: 10 MB), reporting under Item 7.01 (Regulation FD Disclosure), Item 8.01 (Other Events), and Item 9.01 (Financial Statements and Exhibits). No specific details regarding the core events, transactions, financial metrics, or impacts are disclosed in the provided filing information.

  • Β·File size: 10 MB
  • Β·Sector: not specified
MARINEMAX INC8-Kneutralmateriality 7/10

29-01-2026

MarineMax Inc filed an 8-K on January 29, 2026 (AccNo: 0001193125-26-028226), disclosing Results of Operations and Financial Condition under Item 2.02, along with Financial Statements and Exhibits under Item 9.01. This is a multi-item filing related to financial results, but no specific revenue, earnings, margins, period-over-period changes, or other quantitative metrics were mentioned. No positive or negative performance details, guidance, or scheduled events were provided in the filing summary.

B. Riley Financial, Inc.8-Kneutralmateriality 5/10

29-01-2026

B. Riley Financial, Inc. filed a Form 8-K on January 29, 2026, reporting results of operations and financial condition under Item 2.02, with financial statements and exhibits attached under Item 9.01. No specific revenue, earnings, balance sheet details, period-over-period comparisons, guidance, or other quantitative metrics are disclosed in the provided filing information. This is a standard earnings-related disclosure without detailed financial impacts.

Better Home & Finance Holding Co8-K/Amateriality 4/10

29-01-2026

UNIVEST FINANCIAL Corp8-Kneutralmateriality 7/10

29-01-2026

Univest Financial Corp filed an 8-K on January 29, 2026, under Item 2.02 disclosing results of operations and financial condition, and Item 9.01 providing financial statements and exhibits. No specific revenue, earnings, balance sheet effects, guidance, or period-over-period comparisons are disclosed in the provided filing information.

LPL Financial Holdings Inc.8-Kneutralmateriality 8/10

29-01-2026

LPL Financial Holdings Inc. filed an 8-K on January 29, 2026 (AccNo: 0001628280-26-004112, Size: 1 MB), reporting results of operations and financial condition under Item 2.02. Financial statements and exhibits are included under Item 9.01. No specific revenue, earnings, guidance, or period-over-period metrics are disclosed.

FINANCIAL INSTITUTIONS INC8-Kneutralmateriality 7/10

29-01-2026

FINANCIAL INSTITUTIONS INC filed an 8-K on January 29, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure), and Item 9.01 (Financial Statements and Exhibits). No specific financial metrics, period-over-period comparisons, guidance, or other quantitative details are disclosed in the provided filing information. This is a multi-item filing typical for earnings releases, but all performance data remains NOT_DISCLOSED.

FIRST BUSINESS FINANCIAL SERVICES, INC.8-Kneutralmateriality 5/10

29-01-2026

FIRST BUSINESS FINANCIAL SERVICES, INC. filed an 8-K on January 29, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure), and Item 9.01 (Financial Statements and Exhibits). This is a multi-item voluntary disclosure typical for earnings releases, but no specific financial metrics, period-over-period comparisons, or quantitative data are disclosed in the provided filing details. No positive, negative, or flat performance indicators are available.

APPFOLIO INC8-Kneutralmateriality 5/10

29-01-2026

AppFolio Inc filed an 8-K on January 29, 2026, reporting results of operations and financial condition under Item 2.02, accompanied by financial statements and exhibits under Item 9.01. No specific financial metrics, period-over-period comparisons, or quantitative data were disclosed in the filing metadata provided. This appears to be a standard earnings-related disclosure without detailed performance indicators.

BayFirst Financial Corp.8-Kneutralmateriality 7/10

29-01-2026

BayFirst Financial Corp. filed an 8-K on January 29, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure), and Item 9.01 (Financial Statements and Exhibits). This is a multi-item voluntary disclosure of financial results, with no specific revenue, earnings, or other metrics detailed in the provided filing information. No positive or negative performance indicators are disclosed.

INTERPARFUMS INC8-Kneutralmateriality 3/10

29-01-2026

INTERPARFUMS INC filed an 8-K on January 29, 2026, under Items 7.01 (Regulation FD Disclosure), 8.01 (Other Events), and 9.01 (Financial Statements and Exhibits). No specific financial metrics, transactions, events, or quantitative data are disclosed in the filing summary. Content details are not provided, limiting assessment of positive or negative impacts.

SANFILIPPO JOHN B & SON INC8-Kneutralmateriality 8/10

29-01-2026

SANFILIPPO JOHN B & SON INC filed an 8-K on January 29, 2026, under Items 2.02 (Results of Operations and Financial Condition) and 9.01 (Financial Statements and Exhibits), announcing financial results. No specific revenue, earnings, guidance, or other quantitative metrics were disclosed in the provided filing information. This is a standard earnings-related disclosure with attached exhibits.

Borealis Foods Inc.8-Kneutralmateriality 3/10

29-01-2026

Borealis Foods Inc. filed an 8-K on January 29, 2026, disclosing an officer change under Item 5.02 (Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers). Item 9.01 indicates Financial Statements and Exhibits were included. No specific details on positions affected, appointment or resignation status, reasons, timing, or individuals are disclosed.

HAVERTY FURNITURE COMPANIES INC8-Kneutralmateriality 5/10

29-01-2026

Haverty Furniture Companies Inc filed an 8-K on January 29, 2026 disclosing an officer change or related event under Item 5.02 (Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers), along with Regulation FD Disclosure under Item 7.01 and exhibits under Item 9.01. No specific details on the affected position, individual names, appointment/resignation status, reasons, or any financial/quantitative impacts are disclosed. No positive or negative metrics are provided, resulting in no assessable performance variations.

  • Β·Event date: January 29, 2026
  • Β·Source: us_sec, AccNo: 0001628280-26-004136, Size: 202 KB
  • Β·Sector: NOT_DISCLOSED
OCEANFIRST FINANCIAL CORP8-Kneutralmateriality 5/10

29-01-2026

OceanFirst Financial Corp filed an 8-K on January 29, 2026, under Item 7.01 Regulation FD Disclosure and Item 9.01 Financial Statements and Exhibits. This multi-item filing discloses material nonpublic information voluntarily to comply with Regulation FD, with exhibits attached, but no specific financial metrics, transactions, or performance data are detailed. No positive or negative metrics, period-over-period changes, or directional impacts are mentioned.

FEDEX CORP8-Kmixedmateriality 6/10

29-01-2026

FedEx Corp filed an 8-K on 2026-01-29 disclosing costs associated with exit or disposal activities under Item 2.05, which signals potential restructuring expenses, and officer or director changes including departures, elections, appointments, or compensatory arrangements under Item 5.02. No specific details such as names, positions, reasons for changes, cost amounts, or quantitative impacts are disclosed. Item 9.01 references attached financial statements and exhibits.

Axos Financial, Inc.8-Kneutralmateriality 7/10

29-01-2026

Axos Financial, Inc. filed an 8-K on 2026-01-29 under Item 2.02 disclosing Results of Operations and Financial Condition and Item 9.01 for Financial Statements and Exhibits. This is a standard voluntary earnings release filing with attached materials, but no specific revenue, earnings, margins, balance sheet details, period-over-period comparisons, or guidance were explicitly stated in the provided filing metadata. No positive or negative metrics available for balanced assessment.

CITIZENS FINANCIAL SERVICES INC8-Kneutralmateriality 5/10

29-01-2026

CITIZENS FINANCIAL SERVICES INC filed a Form 8-K on January 29, 2026 (AccNo: 0000739421-26-000010), disclosing results of operations and financial condition under Item 2.02, accompanied by financial statements and exhibits under Item 9.01. This is a standard financial results announcement with no specific revenue, earnings, balance sheet changes, period-over-period comparisons, or other quantitative metrics explicitly stated in the provided filing details. No positive or negative performance indicators, guidance, or scheduled events are mentioned.

MEDALLION FINANCIAL CORP8-Kneutralmateriality 6/10

29-01-2026

MEDALLION FINANCIAL CORP filed an 8-K on January 29, 2026, reporting under Item 7.01 for Regulation FD Disclosure, which involves voluntary release of material non-public information to ensure broad dissemination. Item 9.01 includes Financial Statements and Exhibits, potentially attaching supporting documents. No specific financial metrics, transactions, positive or negative changes, or other quantitative details are disclosed in the filing summary.

SEACOAST BANKING CORP OF FLORIDA8-Kneutralmateriality 8/10

29-01-2026

Seacoast Banking Corp of Florida filed an 8-K on January 29, 2026, reporting under Items 2.02 (Results of Operations and Financial Condition), 7.01 (Regulation FD Disclosure), 8.01 (Other Events), and 9.01 (Financial Statements and Exhibits). This multi-item filing discloses financial results but specific metrics such as revenue, earnings, or balance sheet changes are NOT_DISCLOSED. No positive or negative performance details, guidance, or comparisons are provided in the available information.

Pathfinder Bancorp, Inc.8-Kneutralmateriality 7/10

29-01-2026

Pathfinder Bancorp, Inc. filed a Form 8-K on January 29, 2026, disclosing results of operations and financial condition under Item 2.02, accompanied by financial statements and exhibits under Item 9.01. No specific revenue, earnings, balance sheet changes, period-over-period comparisons, or guidance metrics are disclosed in the provided filing information. This appears to be a standard earnings-related disclosure without detailed quantitative data available.

INTERPARFUMS INC8-Kneutralmateriality 5/10

29-01-2026

INTERPARFUMS INC filed a Form 8-K on January 29, 2026 (AccNo: 0001753926-26-000227), reporting under Items 7.01 (Regulation FD Disclosure), 8.01 (Other Events), and 9.01 (Financial Statements and Exhibits). This is a multi-item filing with a file size of 200 KB, but no specific details on the core event, transaction, financial metrics, or exhibits are disclosed in the provided information. No quantitative data, period-over-period comparisons, or directional impacts are available.

BIOMARIN PHARMACEUTICAL INC8-Kneutralmateriality 5/10

29-01-2026

BioMarin Pharmaceutical Inc filed an 8-K on January 29, 2026, under Item 7.01 for Regulation FD Disclosure and Item 9.01 for Financial Statements and Exhibits. No specific details on the disclosure content, financial metrics, transactions, or events are provided in the filing summary. This appears to be a voluntary informational filing with attached exhibits.

FIRST FINANCIAL BANKSHARES INC8-Kneutralmateriality 5/10

29-01-2026

FIRST FINANCIAL BANKSHARES INC filed an 8-K on 2026-01-29 disclosing an officer change under Item 5.02 (Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers), along with Regulation FD Disclosure under Item 7.01 and Financial Statements and Exhibits under Item 9.01. No specific details on the affected position, individuals involved, reasons for the change, or any financial metrics are disclosed in the provided filing summary.

TreeHouse Foods, Inc.8-Kneutralmateriality 2/10

29-01-2026

TreeHouse Foods, Inc. filed a Form 8-K on January 29, 2026, under Item 5.07 disclosing the submission of matters to a vote of security holders. No specific proposals, voting results, or outcomes are detailed in the provided filing information. This is a single-item informational filing with no financial metrics or directional implications disclosed.

Finwise Bancorp8-Kneutralmateriality 8/10

29-01-2026

Finwise Bancorp filed an 8-K on January 29, 2026, under Items 2.02 (Results of Operations and Financial Condition), 7.01 (Regulation FD Disclosure), and 9.01 (Financial Statements and Exhibits). No specific financial metrics, revenue, earnings, period-over-period comparisons, guidance, or other quantitative details are disclosed in the provided filing information.

FORD MOTOR CO8-Kneutralmateriality 0/10

29-01-2026

Ford Motor Co filed an 8-K on January 29, 2026, under Item 7.01 for Regulation FD Disclosure. No financial metrics, transaction details, period-over-period comparisons, or other quantitative data are disclosed in the provided filing information. This is an informational filing with no specified positive or negative impacts.

FIFTH THIRD BANCORP8-Kneutralmateriality 3/10

29-01-2026

Fifth Third Bancorp filed an 8-K on January 29, 2026, under Item 8.01 Other Events and Item 9.01 Financial Statements and Exhibits. No specific details of the other event, financial metrics, transactions, or impacts are disclosed in the provided filing summary. This is a multi-item informational filing with attached exhibits, but core event content is not available.

LOCKHEED MARTIN CORP10-Kmateriality 8/10

29-01-2026

PennyMac Financial Services, Inc.8-Kneutralmateriality 7/10

29-01-2026

PennyMac Financial Services, Inc. filed an 8-K on January 29, 2026, under Item 2.02 disclosing Results of Operations and Financial Condition, accompanied by Item 9.01 Financial Statements and Exhibits. No specific revenue, earnings, balance sheet changes, guidance, or period-over-period metrics are mentioned in the provided filing details. This represents a standard earnings-related disclosure without quantified financial impacts.

FG Imperii Acquisition Corp.8-Kneutralmateriality 5/10

29-01-2026

FG Imperii Acquisition Corp. filed an 8-K on 2026-01-29 disclosing other events under Item 8.01 and financial statements and exhibits under Item 9.01 in connection with a merger/acquisition event. No specific details on transaction structure, parties involved, valuation, synergies, regulatory pathway, or shareholder impacts are disclosed. No quantitative metrics, positive or negative changes, or scheduled events are mentioned.

PEAPACK GLADSTONE FINANCIAL CORP8-Kneutralmateriality 8/10

29-01-2026

Peapack Gladstone Financial Corp filed an 8-K on January 29, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure), and Item 9.01 (Financial Statements and Exhibits). No specific financial metrics, revenue, earnings, balance sheet changes, guidance, or period-over-period comparisons were disclosed in the provided filing information. This is a multi-item filing focused on financial results disclosure.

Flora Growth Corp.8-Kneutralmateriality 3/10

29-01-2026

Flora Growth Corp. filed a Form 8-K on January 29, 2026, under Items 5.03 (Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year), 8.01 (Other Events), and 9.01 (Financial Statements and Exhibits). This is a multi-item filing with no specific details on the amendments, events, or exhibits provided in the summary. No financial metrics, positive or negative changes, or quantitative impacts are disclosed.

CITIZENS FINANCIAL GROUP INC/RI8-Kneutralmateriality 3/10

29-01-2026

CITIZENS FINANCIAL GROUP INC/RI filed an 8-K on January 29, 2026, under Item 8.01 Other Events and Item 9.01 Financial Statements and Exhibits. Specific details of the other events, transactions, financial impacts, or exhibits are NOT_DISCLOSED. No quantitative metrics, comparisons, or directional changes (positive, negative, or flat) are provided in the filing summary.

  • Β·Filing Accession Number: 0001193125-26-029534
  • Β·File Size: 595 KB
WELLS FARGO & COMPANY/MN8-Kneutralmateriality 5/10

29-01-2026

Wells Fargo & Company filed an 8-K on January 29, 2026, under Item 8.01 Other Events. No specific details on the core event, financial impacts, transaction values, or metrics are disclosed in the provided filing metadata. No positive or negative metrics reported.

Franklin BSP Capital Corp8-Kneutralmateriality 3/10

29-01-2026

Franklin BSP Capital Corp filed an 8-K on January 29, 2026 (AccNo: 0001213900-26-009596), disclosing an Item 5.02 event related to the departure of directors or certain officers, election of directors, appointment of certain officers, or compensatory arrangements of certain officers. No specific details on affected positions, individuals involved, reasons for change, or any quantitative data were provided in the filing summary. Sector information is not specified.

MODINE MANUFACTURING CO8-Kneutralmateriality 7/10

29-01-2026

Modine Manufacturing Co filed an 8-K on January 29, 2026, disclosing under Item 1.01 entry into a material definitive agreement, under Item 7.01 a Regulation FD disclosure, and under Item 9.01 financial statements and exhibits. No specific details on the agreement, disclosures, financial metrics, positive or negative changes, or transaction values are provided in the filing summary. All quantitative and qualitative impacts are NOT_DISCLOSED.

B. Riley Financial, Inc.8-Kneutralmateriality 3/10

29-01-2026

B. Riley Financial, Inc. filed a Form 8-K on January 29, 2026, reporting under Item 8.01 Other Events and Item 9.01 Financial Statements and Exhibits. No specific details regarding the nature of the other events, transaction values, financial metrics, or exhibits are disclosed in the provided filing summary. This multi-item filing provides limited information with no quantitative data or directional indicators.

FEDERATED HERMES, INC.8-Kneutralmateriality 8/10

29-01-2026

Federated Hermes, Inc. filed a Form 8-K on January 29, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits). This is a multi-item filing disclosing financial results, but no specific revenue, earnings, or other metrics are provided in the available details. No positive, negative, or flat performance indicators are mentioned.

Bain Capital Specialty Finance, Inc.8-Kneutralmateriality 8/10

29-01-2026

Bain Capital Specialty Finance, Inc. filed an 8-K on 2026-01-29 reporting under Item 1.01 entry into a material definitive agreement and under Item 2.03 creation of a direct financial obligation or off-balance sheet arrangement. Item 9.01 discloses financial statements and exhibits. No quantitative transaction details, financial metrics, or impacts are provided in the filing summary.

BLUE RIDGE BANKSHARES, INC.8-Kneutralmateriality 8/10

29-01-2026

BLUE RIDGE BANKSHARES, INC. filed a Form 8-K on January 29, 2026 (AccNo: 0001193125-26-029711), disclosing results of operations and financial condition under Item 2.02, with financial statements and exhibits provided under Item 9.01. This is a standard earnings-related disclosure for a financial institution. No specific quantitative financial metrics, period-over-period comparisons, guidance, or other numerical data are mentioned in the filing description.

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S&P 500 Consumer Discretionary Sector SEC Filings β€” January 28, 2026 | Gunpowder Blog