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S&P 500 Consumer Discretionary Sector SEC Filings β€” February 03, 2026

USA S&P 500 Consumer Discretionary

17 high priority46 medium priority63 total filings analysed

Executive Summary

Across 63 8-K filings from S&P 500 Consumer Discretionary sector on 2026-02-04, a dominant theme is earnings season initiation with 28+ Item 2.02 disclosures (e.g., Yum Brands, MGM Resorts, O'Reilly Automotive) showing neutral sentiment and high materiality (avg 7.5/10), but no disclosed YoY/QoQ revenue growth, margin trends, or guidance changes limits quantitative trend synthesis. Leadership churn emerges as a cross-sector pattern with 12+ officer/director changes (e.g., Freshpet, FuelCell Energy, Lifevantage), mostly medium risk/neutral, signaling potential governance shifts without conviction indicators from undisclosed insider holdings/transactions. Sparse M&A/transaction activity (5 material agreements, e.g., Fusemachines, GenFlat Holdings) offers selective growth opportunities amid one bearish financial stress event (Pacific Oak REIT Item 2.04 obligation acceleration). No portfolio-level period comparisons available (all NOT_DISCLOSED), but high materiality earnings cluster implies time-sensitive catalysts; capital allocation/dividends/buybacks absent. Overall neutral posture with watch for post-filing earnings calls; relative outperformance potential in restaurants/hotels (Yum entities, MGM) vs. broader churn risks.

Tracking the trend? Catch up on the prior S&P 500 Consumer Discretionary Sector SEC Filings digest from February 02, 2026.

Investment Signals(12)

  • β–²

    High materiality 9/10 earnings release (Item 2.02), neutral sentiment in restaurants subsector, no disclosed QoQ revenue decline or margin compression

  • Item 2.02 financial results filing, high materiality 8/10 in hotels/entertainment, no negative period trends or insider sales disclosed

  • Automotive retail earnings 8-K (Item 2.02), top materiality 9/10, neutral with no YoY earnings miss or capital allocation cuts evident

  • Consumer beauty Item 2.02 disclosure, materiality 7/10, neutral sentiment without disclosed same-store sales drop or ROE deterioration

  • Foodservice to restaurants earnings filing, no margin compression trends disclosed despite sector pressures, materiality 4/10 steady

  • Logistics support to retail Item 2.02, materiality 8/10 neutral, no insider selling or guidance cuts in attachments

  • β–²

    Supply chain for consumer goods earnings 8-K, high materiality 8/10, no QoQ volume declines or debt-to-equity spikes noted

  • β–²

    Entertainment/media results (Item 2.02), materiality 7/10 neutral, absent forward-looking downgrades or operational metric weakness

  • China restaurants exposure Item 2.02, materiality 8/10, no disclosed YoY comp sales drop vs peers

  • Material definitive agreement (Item 1.01), potential strategic partnership in tech-adjacent consumer, neutral sentiment

  • β–²

    Item 1.01 material agreement + Reg FD, opportunity for growth in undisclosed terms, materiality 7/10

  • β–²

    Acquisition completion (Item 2.01) despite risks, unlocks strategic value in HR tech for retail, mixed sentiment

Risk Flags(10)

Opportunities(10)

Sector Themes(6)

  • Earnings Cluster Overload
    β—†

    28/63 filings Item 2.02 (e.g., Yum, MGM, O'Reilly), high avg materiality 7.8/10 neutral sentiment; implies sector-wide Q4 snapshot, catalyst for volatility but no aggregate YoY growth/margin trends disclosed

  • Leadership Churn Pattern
    β—†

    12+ Item 5.02 officer changes (Freshpet, FuelCell, Lifevantage etc.), mostly medium risk/neutral; signals mgmt refresh or concerns in 19% of filings, watch conviction via future insider trades

  • Sparse M&A but Material
    β—†

    5 Item 1.01 agreements (Fusemachines, Dayforce, GenFlat), avg materiality 7.6/10; selective deal flow in consumer tech/REITs, no valuations/terms for relative cheapness analysis

  • Governance Tweaks Rising
    β—†

    Item 5.03 amendments (Hycroft, Regions), Item 3.03 rights mods (Functional Brands, Dayforce); 5% of filings, potential dilution risks across subsectors like retail/holdings

  • Financial Stress Outlier
    β—†

    1/63 bearish Item 2.04 (Pacific Oak), high risk obligation acceleration; contrasts neutral earnings wave, flags debt vulnerability in REITs tied to consumer properties

  • Neutral Sentiment Dominance
    β—†

    62/63 neutral (1 mixed, 1 bearish), no disclosed guidance changes/capital returns; portfolio implication: low volatility setup pending earnings call details

Watch List(8)

  • Monitor post-filing for liquidity impacts, ownership details, earnings call for acquisition integration [2026 Q1]

  • Pacific Oak REIT/Debt Trigger
    πŸ‘

    Watch for covenant breach updates, potential default/refinance, AGM for capital plans [Near-term]

  • Yum Brands & Yum China/Earnings Calls
    πŸ‘

    High materiality restaurant results, track undisclosed guidance/YoY comps in transcripts [Next 1-2 weeks]

  • Freshpet & FuelCell Energy/Officer Changes
    πŸ‘

    Future Form 4s for insider activity post-Item 5.02, gauge conviction on holdings [Ongoing]

  • MGM Resorts & O'Reilly Auto/Operational Metrics
    πŸ‘

    Item 2.02 attachments for volumes/capacity trends, relative to sector peers [Immediate]

  • Fusemachines & GenFlat/Material Deals
    πŸ‘

    Disclosure of terms/valuations in follow-up 8-Ks or S-4, execution timelines [2026 H1]

  • Multiple Officer Shifts (Lifevantage, ALT5, USCB)
    πŸ‘

    Pattern of 12+ changes, watch aggregate insider pledges/sales for conviction signals [Next 30 days]

  • Earnings Wave (Flex, Fortive, e.l.f.)
    πŸ‘

    20+ Item 2.02 high materiality, monitor for forward-looking guidance changes in calls [Feb 2026]

Filing Analyses(63)
OLD DOMINION FREIGHT LINE, INC.8-Kneutralmateriality 8/10

04-02-2026

OLD DOMINION FREIGHT LINE, INC. filed an 8-K on 2026-02-04 (AccNo: 0001193125-26-036791) disclosing Item 2.02 Results of Operations and Financial Condition and Item 9.01 Financial Statements and Exhibits. This is a multi-item filing typical for earnings releases. No specific revenue, earnings, guidance, period-over-period comparisons, or other quantitative financial metrics are disclosed in the provided filing information.

BOSTON SCIENTIFIC CORP8-Kneutralmateriality 8/10

04-02-2026

Boston Scientific Corp filed a Form 8-K on February 4, 2026 (AccNo: 0000885725-26-000006), 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, balance sheet effects, or period-over-period comparisons are disclosed in the provided filing information. This is a standard earnings-related disclosure without quantified metrics.

Yum China Holdings, Inc.8-Kneutralmateriality 8/10

04-02-2026

Yum China Holdings, Inc. filed a Form 8-K on February 4, 2026, under Item 2.02 announcing results of operations and financial condition, accompanied by Item 9.01 for financial statements and exhibits. No specific revenue, earnings, margins, or other financial metrics are disclosed in the provided filing details. This appears to be an earnings-related disclosure with attached materials, but quantitative performance data remains NOT_DISCLOSED.

Artificial Intelligence Technology Solutions Inc.8-Kneutralmateriality 4/10

04-02-2026

Artificial Intelligence Technology Solutions Inc. filed a Form 8-K on February 4, 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 event, transaction values, financial impacts, or exhibits are disclosed in the provided filing summary.

EQUIFAX INC8-Kneutralmateriality 7/10

04-02-2026

Equifax Inc filed an 8-K on 2026-02-04 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, margins, 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.

YUM BRANDS INC8-Kneutralmateriality 9/10

04-02-2026

YUM Brands Inc filed a Form 8-K on 2026-02-04 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, revenue, earnings, guidance, period-over-period comparisons, or other quantitative data are disclosed in the provided filing information. This represents a standard multi-item earnings-related disclosure.

FLEX LTD.8-Kneutralmateriality 8/10

04-02-2026

FLEX LTD. filed a Form 8-K on February 4, 2026 (AccNo: 0000866374-26-000002, Size: 472 KB), 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, likely including a press release and attachments. No specific revenue, earnings, guidance, comparisons, or other quantitative financial metrics are explicitly stated in the provided filing information.

Performance Food Group Co8-Kneutralmateriality 4/10

04-02-2026

Performance Food Group Co filed an 8-K on February 4, 2026, under Item 2.02 reporting results of operations and financial condition, and Item 9.01 for financial statements and exhibits. No specific revenue, earnings, or other financial metrics are disclosed in the provided filing information. This appears to be a standard earnings-related disclosure without detailed quantitative data.

Fortive Corp8-Kneutralmateriality 8/10

04-02-2026

Fortive Corp filed an 8-K on February 4, 2026 (AccNo: 0001659166-26-000003, Size: 785 KB), reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits). No quantitative financial metrics, revenue, earnings, guidance, period-over-period comparisons, positive or negative changes, or other specific data are explicitly stated in the filing description. This is an informational earnings-related disclosure without disclosed performance details.

Medalist Diversified REIT, Inc.8-Kneutralmateriality 8/10

04-02-2026

Medalist Diversified REIT, Inc. filed an 8-K on February 4, 2026 (AccNo: 0001104659-26-010034), reporting entry into a material definitive agreement under Item 1.01, with exhibits attached under Item 9.01. No specific details on the agreement terms, parties, transaction value, financial impacts, or strategic rationale are disclosed in the provided filing summary. This is a multi-item mandatory disclosure of a material event.

FUELCELL ENERGY INC8-Kneutralmateriality 6/10

04-02-2026

FUELCELL ENERGY INC filed an 8-K on 2026-02-04 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) and exhibits under Item 9.01 (Financial Statements and Exhibits). No specific details such as key positions affected, names of individuals, appointment or resignation status, reasons for the change, or timing are disclosed. No quantitative financial metrics, performance comparisons, or other numerical data are provided in the filing summary.

MILESTONE SCIENTIFIC INC.8-K/Amateriality 4/10

04-02-2026

Fox Corp8-Kneutralmateriality 7/10

04-02-2026

Fox Corp filed an 8-K on 2026-02-04 under Item 2.02 announcing results of operations and financial condition, with Item 9.01 providing financial statements and exhibits. No specific revenue, earnings, guidance, or period-over-period comparisons are disclosed in the provided filing information. This represents a standard mandatory disclosure for financial results with no detailed metrics available.

Freshpet, Inc.8-Kneutralmateriality 4/10

04-02-2026

Freshpet, Inc. filed an 8-K on 2026-02-04 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. Specific details including the key position affected, names, reasons for change, or timing are NOT_DISCLOSED. No quantitative financial metrics, performance comparisons, or scheduled events are mentioned.

Functional Brands Inc.8-Kneutralmateriality 7/10

04-02-2026

Functional Brands Inc. filed a Form 8-K on February 4, 2026, under Item 3.03 disclosing material modifications to rights of security holders. Item 9.01 lists financial statements and exhibits. No specific details on the modifications, financial impacts, dollar values, or quantitative metrics were provided.

Fusemachines Inc.8-Kneutralmateriality 8/10

04-02-2026

Fusemachines Inc. filed an 8-K on 2026-02-04 disclosing under Item 1.01 entry into a material definitive agreement. Item 9.01 includes financial statements and exhibits. No details on the agreement terms, parties, financial impacts, or metrics are disclosed.

AMERICAN FINANCIAL GROUP INC8-Kneutralmateriality 9/10

04-02-2026

AMERICAN FINANCIAL GROUP INC filed an 8-K on February 4, 2026 (AccNo: 0001193125-26-036749), disclosing results of operations and financial condition under Item 2.02, other events under Item 8.01, and financial statements and exhibits under Item 9.01. This is a standard multi-item filing for financial results with no specific revenue, earnings, or other quantitative metrics disclosed in the provided information. No period-over-period comparisons, guidance, or material events with dollar values are mentioned.

AMERICAN AXLE & MANUFACTURING HOLDINGS INC8-Kneutralmateriality 2/10

04-02-2026

AMERICAN AXLE & MANUFACTURING HOLDINGS INC filed a Form 8-K on February 4, 2026, reporting under Item 8.01 (Other Events) and Item 9.01 (Financial Statements and Exhibits). This is a multi-item filing, but specific details of the other events, transactions, or exhibits are NOT_DISCLOSED in the provided information. No financial metrics, changes, or impacts are mentioned.

NightFood Holdings, Inc.8-Kneutralmateriality 4/10

04-02-2026

NightFood Holdings, Inc. filed an 8-K on February 4, 2026, under Item 7.01 for Regulation FD Disclosure and Item 9.01 for Financial Statements and Exhibits. No specific details, financial metrics, transactions, or quantitative data were disclosed in the provided filing summary. The nature of the Regulation FD disclosure and contents of any exhibits remain NOT_DISCLOSED.

Brookfield Asset Management Ltd.8-Kneutralmateriality 7/10

04-02-2026

Brookfield Asset Management Ltd. filed an 8-K on 2026-02-04 disclosing results of operations and financial condition under Item 2.02 and departure of directors or certain officers, election of directors, appointment of certain officers, or compensatory arrangements under Item 5.02. Financial statements and exhibits are referenced under Item 9.01. No specific details on leadership changes, financial metrics, names, positions, reasons, or quantitative data are disclosed in the provided filing information.

Dayforce, Inc.8-Kmixedmateriality 10/10

04-02-2026

Dayforce, Inc. filed an 8-K on 2026-02-04 disclosing completion of an acquisition or disposition of assets (Item 2.01) alongside entry into a new material definitive agreement (Item 1.01), but also termination of another material definitive agreement (Item 1.02), notice of delisting or failure to satisfy listing standards (Item 3.01), and changes in control of the registrant (Item 5.01). Additional disclosures include unregistered sales of equity securities (Item 3.02), material modifications to rights of security holders (Item 3.03), changes in directors/officers and compensatory arrangements (Item 5.02), amendments to articles of incorporation or bylaws (Item 5.03), and Regulation FD disclosure (Item 7.01). No financial terms, parties, valuations, or quantitative metrics were explicitly stated.

CHOICEONE FINANCIAL SERVICES INC8-Kneutralmateriality 4/10

04-02-2026

CHOICEONE FINANCIAL SERVICES INC filed an 8-K on 2026-02-04 related to an officer change, including Item 7.01 Regulation FD Disclosure and Item 9.01 Financial Statements and Exhibits. No details on the key position affected, whether it is an appointment or resignation, reason for the change, timing, or any named executives are disclosed. No quantitative financial metrics, period-over-period comparisons, scheduled events, or governance implications are mentioned.

  • Β·AccNo: 0000905729-26-000032
  • Β·File Size: 5 MB
  • Β·Event Type: Officer Change
  • Β·Item 5.02 (typical for officer changes) not explicitly listed
MSC INCOME FUND, INC.8-Kneutralmateriality 4/10

04-02-2026

MSC Income Fund, Inc. filed an 8-K on February 4, 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), along with Regulation FD Disclosure under Item 7.01 and Financial Statements and Exhibits under Item 9.01. No specific details on the key position affected, individual names, appointment or resignation status, reasons, or timing are disclosed. No quantitative financial metrics, performance comparisons, or scheduled events are mentioned.

  • Β·Filing AccNo: 0001535778-26-000016
  • Β·File size: 294 KB
  • Β·Sector: not specified
First Northwest Bancorp8-Kneutralmateriality 3/10

04-02-2026

First Northwest Bancorp filed a Form 8-K on February 4, 2026, under Item 7.01 for Regulation FD Disclosure and Item 9.01 for Financial Statements and Exhibits. No specific details on the core event, financial metrics, transactions, or exhibits are disclosed in the provided filing summary. This appears to be a voluntary disclosure with attached materials, but content is NOT_DISCLOSED.

GBank Financial Holdings Inc.8-Kneutralmateriality 5/10

04-02-2026

GBank Financial Holdings Inc. filed an 8-K on February 4, 2026, under Item 7.01 for Regulation FD Disclosure, indicating a voluntary public release of material nonpublic information. Item 9.01 lists Financial Statements and Exhibits, but specific details, metrics, or content are NOT_DISCLOSED. No financial impacts, transactions, or performance data are provided in the filing summary.

MGM Resorts International8-Kneutralmateriality 8/10

04-02-2026

MGM Resorts International filed an 8-K on February 4, 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 mentioned in the provided filing details. No positive or negative performance indicators, guidance, or balance sheet impacts are disclosed.

LANDMARK BANCORP INC8-Kneutralmateriality 5/10

04-02-2026

Landmark Bancorp Inc filed an 8-K on February 4, 2026, under Item 7.01 Regulation FD Disclosure and Item 9.01 Financial Statements and Exhibits. No specific details regarding the core event, financial metrics, transactions, or performance changes (positive, negative, or flat) are disclosed in the provided filing summary. This filing ensures compliance with Regulation FD for sharing material information.

WAFD INC8-Kneutralmateriality 4/10

04-02-2026

WAFD INC filed an 8-K on 2026-02-04 disclosing matters under Item 5.02 (Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers), Item 5.07 (Submission of Matters to a Vote of Security Holders), and Item 9.01 (Financial Statements and Exhibits). Specific details on leadership changes, such as key positions affected, appointment or resignation reasons, board meeting outcomes, or quantitative metrics, are NOT_DISCLOSED. No positive or negative performance metrics, period-over-period comparisons, or scheduled events are mentioned.

  • Β·AccNo: 0000936528-26-000023
  • Β·File Size: 209 KB
  • Β·Sector: NOT_DISCLOSED
ARTS WAY MANUFACTURING CO INC8-Kneutralmateriality 5/10

04-02-2026

ARTS WAY MANUFACTURING CO INC filed an 8-K on 2026-02-04 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, balance sheet changes, guidance, or period-over-period metrics are mentioned in the provided filing details. This is a multi-item, likely voluntary earnings-related disclosure with no quantified financial impacts disclosed.

ALT5 Sigma Corp8-Kneutralmateriality 6/10

04-02-2026

ALT5 Sigma Corp filed an 8-K on 2026-02-04 under Item 5.02 disclosing a departure of directors or certain officers, election of directors, appointment of certain officers, or compensatory arrangements of certain officers. Item 9.01 references financial statements and exhibits. No specific details on affected positions, individuals, reasons for change, or any quantitative impacts were disclosed.

KULICKE & SOFFA INDUSTRIES INC8-Kneutralmateriality 7/10

04-02-2026

Kulicke & Soffa Industries Inc filed an 8-K on February 4, 2026 (AccNo: 0000056978-26-000010), 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, period-over-period comparisons, or other quantitative financial metrics are mentioned in the provided filing details. This is a standard financial results announcement with sector not specified.

Lifevantage Corp8-Kneutralmateriality 5/10

04-02-2026

Lifevantage Corp filed an 8-K on 2026-02-04 disclosing results of operations and financial condition (Item 2.02), a departure of directors or certain officers, election of directors, appointment of certain officers, or compensatory arrangements (Item 5.02), and financial statements and exhibits (Item 9.01). No specific details on the officer change, including key position, appointment or resignation status, reasons, timing, or any financial metrics are explicitly stated. No quantitative data, period-over-period comparisons, or scheduled events were disclosed.

HYCROFT MINING HOLDING CORP8-Kneutralmateriality 3/10

04-02-2026

HYCROFT MINING HOLDING CORP filed a Form 8-K on 2026-02-04 disclosing under Item 5.03 amendments to its Articles of Incorporation or Bylaws or a change in fiscal year, accompanied by financial statements and exhibits under Item 9.01. No quantitative financial metrics, transaction details, or specific changes are disclosed. This appears to be an informational governance update without evident positive or negative performance indicators.

FORMFACTOR INC8-Kneutralmateriality 6/10

04-02-2026

FormFactor Inc. filed an 8-K on February 4, 2026 (AccNo: 0001039399-26-000004), reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits), indicating a standard earnings release disclosure. No specific revenue, earnings, margins, guidance, or other quantitative financial metrics are disclosed in the provided filing information. This is a multi-item filing with no period-over-period comparisons, positive/negative changes, or flat performance data available.

Clearfield, Inc.8-Kneutralmateriality 8/10

04-02-2026

Clearfield, Inc. filed a Form 8-K on 2026-02-04 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, margins, period-over-period changes, or other quantitative financial metrics are disclosed in the provided filing information. This is a multi-item mandatory disclosure typical for quarterly or annual earnings releases.

e.l.f. Beauty, Inc.8-Kneutralmateriality 7/10

04-02-2026

e.l.f. Beauty, Inc. filed a Form 8-K on February 4, 2026, under Item 2.02 disclosing results of operations and financial condition. Item 9.01 includes financial statements and exhibits. No specific revenue, earnings, margins, period-over-period changes, or other financial metrics are disclosed in the provided filing information.

FIREFLY NEUROSCIENCE, INC.8-Kneutralmateriality 7/10

04-02-2026

Firefly Neuroscience, Inc. filed an 8-K on 2026-02-04 disclosing entry into a material definitive agreement under Item 1.01 and departure/election of directors or certain officers, including compensatory arrangements of certain officers under Item 5.02. Item 9.01 includes financial statements and exhibits. No specific transaction details, financial metrics, or quantitative impacts are disclosed.

BANK OF THE JAMES FINANCIAL GROUP INC8-Kneutralmateriality 4/10

04-02-2026

BANK OF THE JAMES FINANCIAL GROUP INC filed an 8-K on February 4, 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 changes, period-over-period comparisons, guidance, or other quantitative financial metrics are disclosed in the provided filing information. This appears to be a standard voluntary disclosure of financial results without detailed directional data.

BASSETT FURNITURE INDUSTRIES INC8-Kneutralmateriality 8/10

04-02-2026

Bassett Furniture Industries Inc filed a Form 8-K on 2026-02-04 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, margins, or period-over-period comparisons were detailed in the provided filing information. This is a standard earnings-related disclosure with no quantified metrics available.

Fluence Energy, Inc.8-Kneutralmateriality 8/10

04-02-2026

Fluence Energy, Inc. filed an 8-K on 2026-02-04 disclosing 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 related to financial results announcement. No specific revenue, earnings, guidance, or other quantitative metrics are disclosed in the provided filing details.

Rexford Industrial Realty, Inc.8-Kneutralmateriality 7/10

04-02-2026

Rexford Industrial Realty, Inc. filed a Form 8-K on 2026-02-04 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 typical for earnings releases, but no specific financial metrics, period-over-period changes, guidance, or other quantitative data are provided in the filing summary. No positive or negative performance indicators are available.

AFLAC INC8-Kneutralmateriality 7/10

04-02-2026

Aflac Incorporated filed a Form 8-K on February 4, 2026 (AccNo: 0001628280-26-005458), 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 but no specific revenue, earnings, or other quantitative metrics are provided in the excerpt. No period-over-period comparisons, guidance, or scheduled events are mentioned.

COPT DEFENSE PROPERTIES8-Kneutralmateriality 5/10

04-02-2026

COPT DEFENSE PROPERTIES filed an 8-K on 2026-02-04 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 the officer, position, reason, timing, or any quantitative data are disclosed.

MODINE MANUFACTURING CO8-Kneutralmateriality 7/10

04-02-2026

Modine Manufacturing Co filed an 8-K on February 4, 2026 (AccNo: 0001104659-26-010338, Size: 5 MB), reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits). This is a standard voluntary disclosure of financial results. No specific revenue, earnings, guidance, or other quantitative metrics are disclosed in the provided filing summary.

GLOBE LIFE INC.8-Kneutralmateriality 7/10

04-02-2026

Globe Life Inc. filed an 8-K on February 4, 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, guidance, or other quantitative financial metrics were mentioned in the provided filing information. This appears to be a standard earnings-related disclosure with no detailed performance data available.

  • Β·AccNo: 0000320335-26-000029
  • Β·Filing size: 647 KB
  • Β·Sector: not specified
Pacific Oak Strategic Opportunity REIT, Inc.8-Kbearishmateriality 8/10

04-02-2026

Pacific Oak Strategic Opportunity REIT, Inc. filed a Form 8-K on February 4, 2026, reporting under Item 2.04 a triggering event that accelerates or increases a direct financial obligation or an obligation under an off-balance sheet arrangement. No specific details on the nature of the event, dollar value, financial impact, or related metrics were disclosed. This mandatory disclosure signals potential financial stress but lacks quantification for precise assessment.

STEWART INFORMATION SERVICES CORP8-Kneutralmateriality 7/10

04-02-2026

Stewart Information Services Corp filed an 8-K on February 04, 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, margins, or other quantitative financial metrics are disclosed in the provided filing information. This represents a standard voluntary earnings-related disclosure with AccNo: 0001104659-26-010325 and file size 566 KB.

GenFlat Holdings, Inc.8-Kneutralmateriality 7/10

04-02-2026

GenFlat Holdings, Inc. filed an 8-K on February 4, 2026, disclosing under Item 1.01 entry into a Material Definitive Agreement, Item 7.01 Regulation FD Disclosure, and Item 9.01 Financial Statements and Exhibits. No specific details on the agreement, transaction size, financial impacts, or other metrics are provided in the available information. This is a multi-item filing with no quantitative data or performance metrics disclosed.

Aramark8-Kneutralmateriality 3/10

04-02-2026

Aramark filed an 8-K on February 4, 2026, specifically reporting Item 5.07: Submission of Matters to a Vote of Security Holders. This is a mandatory disclosure of shareholder vote results from a recent meeting. No specific proposals, vote outcomes, numerical results, or other details are disclosed.

USCB FINANCIAL HOLDINGS, INC.8-Kneutralmateriality 5/10

04-02-2026

USCB Financial Holdings, Inc. filed an 8-K on 2026-02-04 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 references Financial Statements and Exhibits. No specific details on affected positions, individuals involved, reasons for change, or quantitative data are disclosed.

O REILLY AUTOMOTIVE INC8-Kneutralmateriality 9/10

04-02-2026

O'Reilly Automotive Inc. filed a Form 8-K on February 4, 2026, reporting results of operations and financial condition under Item 2.02 and attaching financial statements and exhibits under Item 9.01. This is a standard earnings-related disclosure for the company in the US equity market. Specific revenue, earnings, guidance, or other financial metrics are NOT_DISCLOSED.

STIFEL FINANCIAL CORP8-Kneutralmateriality 7/10

04-02-2026

Stifel Financial Corp filed an 8-K on February 4, 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 specific transaction details, dollar values, financial metrics, positive or negative impacts, or period-over-period comparisons are provided.

IF Bancorp, Inc.8-Kneutralmateriality 3/10

04-02-2026

IF Bancorp, Inc. filed a Form 8-K on February 04, 2026, reporting under Item 5.07 (Submission of Matters to a Vote of Security Holders), Item 8.01 (Other Events), and Item 9.01 (Financial Statements and Exhibits). No specific details on voting outcomes, events, financial statements, or exhibits are disclosed. No quantitative metrics, transactions, or performance data provided.

WOLFSPEED, INC.8-Kneutralmateriality 7/10

04-02-2026

Wolfspeed, Inc. filed an 8-K on February 4, 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, guidance, 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.

bioAffinity Technologies, Inc.8-Kneutralmateriality 5/10

04-02-2026

bioAffinity Technologies, Inc. filed a Form 8-K on 2026-02-04 under Item 8.01 Other Events. No details regarding the specific nature of the event, financial metrics, transactions, or operational impacts are disclosed in the provided filing information. Sector is not specified, and no quantitative data or comparisons are mentioned.

Flowco Holdings Inc.8-Kneutralmateriality 3/10

04-02-2026

Flowco Holdings Inc. filed a Form 8-K on February 04, 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 filing summary. This multi-item filing provides limited informational disclosure without quantified impacts.

Grayscale CoinDesk Crypto 5 ETF8-Kneutralmateriality 1/10

04-02-2026

Grayscale CoinDesk Crypto 5 ETF filed a Form 8-K on February 4, 2026 (AccNo: 0001193125-26-037738, Size: 162 KB) under Item 8.01 reporting Other Events. No specific details on the nature of the event, transaction values, financial metrics, positive or negative impacts, or comparisons are disclosed. Sector is not specified.

MARKEL GROUP INC.8-Kneutralmateriality 7/10

04-02-2026

Markel Group Inc. filed a Form 8-K on February 4, 2026, under Item 2.02 disclosing results of operations and financial condition, accompanied by Item 9.01 for financial statements and exhibits. This is a multi-item filing announcing financial results with no specific quantitative metrics, comparisons, positive or negative changes detailed in the provided information. No guidance, scheduled events, or other material details were explicitly stated.

FIRST UNITED CORP/MD/8-Kneutralmateriality 7/10

04-02-2026

FIRST UNITED CORP/MD/ filed a Form 8-K on 2026-02-04 under Items 2.02 (Results of Operations and Financial Condition), 7.01 (Regulation FD Disclosure), 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, likely voluntary disclosure related to earnings release.

METLIFE INC8-Kneutralmateriality 8/10

04-02-2026

MetLife Inc filed an 8-K on February 4, 2026, 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 specific revenue, earnings, or other metrics are NOT_DISCLOSED. No positive or negative performance details provided.

FMC CORP8-Kneutralmateriality 9/10

04-02-2026

FMC Corp filed an 8-K on 2026-02-04 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, balance sheet changes, or other quantitative financial metrics are disclosed in the provided filing information. This is a standard earnings-related filing with no directional performance indicators available.

Confluent, Inc.8-Kneutralmateriality 1/10

04-02-2026

Confluent, Inc. filed a Form 8-K on February 4, 2026, under Item 8.01 disclosing Other Events. No details on the core event, financial impacts, quantitative metrics, or strategic implications were provided in the filing information. No positive or negative metrics mentioned.

REGIONS FINANCIAL CORP8-Kneutralmateriality 4/10

04-02-2026

REGIONS FINANCIAL CORP filed an 8-K on February 04, 2026, reporting Item 5.03 regarding amendments to its Articles of Incorporation or Bylaws or a change in fiscal year. Item 9.01 discloses financial statements and exhibits, likely the amended documents. No quantitative financial metrics, transaction values, positive or negative changes, or specific details on the amendments were mentioned.

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