S&P 500 Consumer Discretionary Sector SEC Filings — March 05, 2026

05-03-2026

Granite Ridge Resources, Inc. reported Q4 2025 total production up 27% YoY to 35,120 Boe/day (49% oil) and full-year production up 28% to 31,984 Boe/day, with Adjusted EBITDAX of $69.5M in Q4 and $315.0M for the year; however, it posted a Q4 net loss of $25.1M due to non-cash items, and lease operating expenses rose 29% per Boe YoY to $7.72/Boe. Proved reserves grew 15% to 62,347 MBoe, supported by acquisitions and extensions, while 2026 guidance projects 34,000-36,000 Boe/day (midpoint +9% YoY). The company invested $127.5M in Q4 capital expenditures and ended with $339.5M liquidity and 1.2x Net Debt to Adjusted EBITDAX.

• ·Q4 realized oil price $55.49/Bbl (92% of WTI at $59.64/Bbl); natural gas $1.81/Mcf (48% of Henry Hub at $3.75/Mcf).
• ·Production and ad valorem taxes 5.9% of sales in Q4 (6.1% full-year).
• ·G&A costs $8.0M in Q4 ($31.0M full-year), including non-cash stock-based comp.
• ·2026 guidance: acquisitions $20-30M, D&C capex $300-330M, total capex $320-360M, LOE $6.75-7.75/Boe, taxes 6-7% of revenue, cash G&A $25-27M.
• ·Conference call: March 6, 2026 at 10:00 AM CT; Piper Sandler Energy Conference: March 17, 2026.

05-03-2026

ISG reported Q4 2025 GAAP revenues of $61.2M, up 6% YoY from $57.8M, driven by 28% growth in Europe to $19.1M, though Americas grew only 1% to $38.3M and Asia Pacific declined 22% to $3.9M; adjusted EBITDA rose 24% to $8.1M. Full-year revenues fell 1% to $244.7M (up 7% excluding divested automation unit), with adjusted EBITDA up 28% to $32.2M and cash from operations up 46% to $29M, but Asia Pacific revenues down 13% to $18.3M. The company acquired the AI Maturity Index platform in January 2026 and provided Q1 2026 guidance of $60.5M-$61.5M revenues and $7.5M-$8.5M adjusted EBITDA.

• ·Q4 GAAP net income $2.6M and EPS $0.05 vs prior year $3.0M and $0.06 (prior included $2.3M gain from automation sale); adjusted EPS $0.08 vs $0.06.
• ·FY GAAP operating income $17.8M vs $5.8M prior; adjusted net income $16.5M and EPS $0.33 vs $10.0M and $0.20.
• ·Q4 dividends paid $2.2M, share repurchases $2.3M.
• ·Q1 dividend $0.045/share payable March 26, 2026 to record March 20, 2026.
• ·Q1 2026 guidance: revenues $60.5M-$61.5M, adjusted EBITDA $7.5M-$8.5M.

05-03-2026

QuasarEdge Acquisition Corp (QRED), a Cayman Islands-based blank check SPAC with sponsor and management ties to China, filed an S-1 to offer 10 million units at $10 each, raising $100M gross proceeds ($99.5M net before expenses) to be held in trust for an initial business combination. However, the filing highlights substantial risks from potential PRC regulatory uncertainties, which could materially impact operations or security values, and significant dilution to public shareholders ranging from $2.70 to $8.19 per share across redemption scenarios (25% to 100%). The units include ordinary shares (QRED) and rights (QREDR) expected to list on NYSE.

• ·Dilution scenarios as of January 31, 2026: pro forma net tangible book value per share ranges from $5.64 (25% redemptions, over-allotment) to $0.14 (maximum redemptions).
• ·Auditor Simon & Edward, LLP is PCAOB-registered and U.S.-headquartered, mitigating current HFCAA risks but with potential future exposure.
• ·Company qualifies as emerging growth company with reduced reporting requirements.
• ·Over-allotment option could increase units/shares to 11.5M and underwriting to $575K.

05-03-2026

flyExclusive reported record Q4 2025 consolidated revenue of $104M, up 15% YoY, with double-digit growth across Jet Club, MRO (+48% YoY, +65% flight revenue), and Fractional (+56% YoY, +21% flight revenue), alongside positive Adjusted EBITDA of $6.6M and 13% flight hours growth despite 14% fewer aircraft. Full year 2025 revenue grew 15% YoY to achieve $48.8M Adjusted EBITDA, with gross profit up 52%, $84M paydown in long-term notes payable, and cash up 2% YoY. However, Q4 retail Jet Club sales declined 39% and YTD fractional retail sales fell 8%, while two non-performing aircraft remained at year-end.

• ·5th largest private operator in the U.S. per Argus since 2019
• ·Operating loss from non-performing aircraft reduced to >$400K per month from over $3M monthly at start of 2024; full elimination targeted by 2026
• ·Sequential quarterly Adjusted EBITDA improvement averaging +$3.7M per quarter
• ·Q4 2025 retail members +8% YoY; full year 2025 retail members +9% YoY
• ·12% YoY reduction in Q4 SG&A expense; 10% reduction full year 2025
• ·Core fleet aircraft utilization +23% YoY Q4 / +8% full year vs. contractually committed demand hours

05-03-2026

ProCap Financial, Inc. (BRRWW) filed a DEFA14A additional proxy statement on March 05, 2026, containing standard disclaimers on forward-looking statements and clarifying that it does not constitute an offer to sell securities. The filing provides media contact Erica Chase and investor relations email. No specific proxy proposals, financial metrics, or material updates are detailed in the provided content.

05-03-2026

Canadian Pacific Kansas City Limited announced via press release that its wholly owned subsidiary, Canadian Pacific Railway Company, is issuing $600M of 4.000% notes due 2029 and $600M of 5.500% notes due 2056, for a total of $1.2B. The offering is expected to close on March 6, 2026, subject to customary closing conditions.

• ·Filing dated March 5, 2026, reporting event of March 4, 2026
• ·Securities registered: Common Shares on NYSE (CP) and TSX (CP); Perpetual 4% Debentures on NYSE (CP40) and LSE (BC87)

05-03-2026

Aptiv PLC announced the pricing of an upsized private offering of $1.6B aggregate principal amount of senior notes, consisting of $800M 6.125% notes due 2031 and $800M 6.375% notes due 2034, issued by subsidiaries Cyprium Corporation and Cyprium Holdings Luxembourg S.à r.l., ahead of spinning off the Electrical Distribution Systems segment via holding company Versigent Limited. The offering size was increased by $100M from the previously announced $1.5B. The notes are offered to qualified institutional buyers under Rule 144A and to non-U.S. persons under Regulation S, with closing expected on March 18, 2026.

• ·Notes offered pursuant to Rule 144A and Regulation S exemptions
• ·Closing subject to customary conditions on March 18, 2026
• ·Press release issued pursuant to Rule 135c of the Securities Act

05-03-2026

SandRidge Energy reported strong full-year 2025 production growth to 18.5 MBoe/d (+12% YoY Boe basis, +32% oil) driven by Cherokee acquisition and development, achieving adjusted EBITDA of $101.1M and proved reserves of 69.1 MMBoe (+10% YoY). However, realized commodity prices declined notably (oil $63.64/Bbl, -14% YoY), resulting in Q4 revenues of $39.4M (flat vs Q3 2025 and slightly up vs Q4 2024) and adjusted net income down 19% QoQ to $12.5M. The Board declared a $0.12/share cash dividend payable March 31, 2026, and issued 2026 guidance for 6.4-7.7 MMBoe production with $76-97M capex.

• ·Q4 2025 LOE $4.34/Boe, down from $6.43/Boe Q4 2024 due to non-recurring adjustments
• ·2026 guidance: LOE $39-47M, Adjusted G&A $10-12M, Oil production 1.2-1.7 MMBbls
• ·$68.3M remaining share repurchase authorization as of Dec 31, 2025
• ·Over four years without a recordable safety incident as of 2025

05-03-2026

Bank of New York Mellon Corp's 2026 DEF 14A proxy statement seeks advisory approval of 2025 NEO compensation, emphasizing strong performance under CEO Robin Vince with annualized adjusted revenue growth of 6%, noninterest expense growth of 3%, and operating EPS growth of 18% from 2022-2025, resulting in 178% total shareholder return outperforming the S&P 500 Financials Index by over 2.5x. Prior three-year say-on-pay proposals received average 95% stockholder support. No declines or flat metrics were highlighted in the disclosed performance data.

• ·Compensation for Mses. O’Connor and Robinson includes amounts for roles as Chair and member of the Board of BNY Mellon Government Securities Services Corp.
• ·Proxy seeks approval pursuant to Item 402 of Regulation S-K.

05-03-2026

Lakeland Financial Corp (LKFN) filed its DEF 14A proxy statement on March 5, 2026, for the annual shareholder meeting on April 14, 2026, at 3:30 p.m. ET, held virtually. Proposals include the election of 13 director nominees, non-binding approval of executive officer compensation, and ratification of Crowe LLP as independent auditors for the year ending December 31, 2026, with the board recommending a FOR vote on all items.

• ·Shareholders can request proxy materials by March 31, 2026, via www.ProxyVote.com, 1-800-579-1639, or sendmaterial@proxyvote.com.
• ·Virtual meeting access: www.virtualshareholdermeeting.com/LKFN2026.

05-03-2026

FTC Solar reported Q4 2025 revenue of $32.9M, up 26% QoQ and 149% YoY, with non-GAAP gross margin improving to 23.4% from -25.6% YoY, marking one of the highest in company history, alongside full-year 2025 revenue growth of 110% to $99.7M. The company secured a 1GW U.S. supply agreement and an 840MW deal with Lubanzi in South Africa, boosting its contracted backlog to $491M. However, it posted a GAAP net loss of $33.7M due to a $26.4M warrant liability change, with Q1 2026 revenue guidance of $20-25M indicating a seasonal QoQ decline and ongoing Adjusted EBITDA losses.

• ·Cash increased to $21.1M from $11.2M YoY; accounts receivable rose to $55.7M.
• ·Product revenue Q4 2025: $26.2M (up from $10.4M YoY); Service: $6.7M (up from $2.8M YoY).
• ·Non-GAAP Adjusted EBITDA loss improved to $0.3M from $9.8M YoY.
• ·Q1 2026 non-GAAP gross margin guidance: -2.5% to 9.2%; Adjusted EBITDA loss $(9.6M) to $(5.9M).

05-03-2026

First Business Financial Services, Inc. highlighted strong 2025 performance in its proxy statement for the April 24, 2026 Annual Meeting, with core deposit and loan balances growing 11% and 8% YoY over 2024, respectively, total revenue up 10%, and efficiency ratio improving to 58.78%. The company reported over 14% growth in pre-tax pre-provision earnings, EPS, and tangible book value per share, alongside a robust ROATCE of 15.3%, all exceeding strategic targets. Five-year TSR through December 31, 2025 reached 235%, outperforming peers (66% median), Russell 2000 (73%), and S&P 500 Banks (125%).

• ·2026 Annual Meeting virtually on April 24, 2026 at 10:00 a.m. CDT via www.meetnow.global/M6YH2SP
• ·Proposals: Elect three Class I directors to serve until 2029 Annual Meeting; approve 2026 Equity Incentive Plan; non-binding advisory vote on compensation
• ·Leadership transition: Dave Seiler to assume CEO role in May 2026 following Corey Chambas retirement (announced May 2025)
• ·Peer group: publicly traded banks with assets between $1.75B and $7.0B

05-03-2026

PacBio (NASDAQ: PACB) announced on March 5, 2026, the appointment of Christopher Gibson, Ph.D., co-founder and Chairman of Recursion (NASDAQ: RXRX), to its Board of Directors to strengthen expertise in AI-driven biology and data tools for HiFi sequencing. CEO Christian Henry stated that Gibson's experience scaling AI-native life sciences will support PacBio's vision of integrating sequencing, computation, and data-driven discovery. Gibson expressed enthusiasm for leveraging PacBio's high-quality long-read sequencing datasets with AI analytics to accelerate healthcare advancements.

• ·Filing date: March 05, 2026
• ·PacBio products are for Research Use Only, not for diagnostic procedures

05-03-2026

On February 27, 2026, Valerie O. Murray, President of Beacon Trust Company and Executive Vice President and Chief Wealth Management Officer of Provident Bank (subsidiaries of Provident Financial Services, Inc.), announced her resignation effective May 22, 2026, to pursue other opportunities, with no disagreement on company matters. Under the Separation Agreement, she will be on garden leave from March 27 to May 22, 2026, continuing to receive base salary and benefits, and is entitled to a $1.2M lump sum payment subject to conditions including a release of claims. The company expressed appreciation for her leadership and contributions.

• ·Filing date: March 5, 2026
• ·Garden leave period: March 27, 2026 to May 22, 2026
• ·Resignation announcement date: February 27, 2026

05-03-2026

Six Flags Entertainment Corporation announced definitive agreements to divest seven parks to EPR Properties for $331M in cash consideration, with the divested parks generating $260M in net revenue and $45M in Adjusted EBITDA from 4.5M guests in FY2025. Proceeds, after taxes and expenses, will pay down debt and slightly improve the leverage ratio while sharpening focus on higher-return remaining parks. No significant guest impact expected during transition, with operations continuing normally through 2026.

• ·Transaction expected to close by end of Q1 or beginning of Q2 2026, subject to closing conditions and third-party approvals.
• ·EPR retains Six Flags brand usage through end of 2026.
• ·Perella Weinberg Partners acted as financial advisor; Weil, Gotshal & Manges LLP as legal counsel to Six Flags.
• ·Parks currently total 26 amusement parks, 15 water parks, and 9 resort properties across 16 states in U.S., Canada, and Mexico, plus one managed in Saudi Arabia.

05-03-2026

Kulicke and Soffa Industries, Inc. held its 2026 Annual Meeting on March 4, 2026, where shareholders elected Peter T. Kong and Jon A. Olson as directors until the 2027 Annual Meeting, ratified PricewaterhouseCoopers LLP as independent auditors for the fiscal year ending October 3, 2026, and approved executive compensation on a non-binding advisory basis. All proposals passed with strong majorities: directors received 91% and 98% 'For' votes (excluding broker non-votes), auditors 99% 'For', and compensation 94% 'For'. Broker non-votes totaled 2,845,447 for director elections and compensation vote.

05-03-2026

Merlin Labs, the target of Inflection Point Acquisition Corp. IV's proposed business combination, announced the successful completion of its Preliminary Design Review (PDR) for the C-130J autonomy program under a $105M IDIQ contract with U.S. Special Operations Command (USSOCOM), marking a key technical milestone toward production-ready reduced aircrew capability. This approval validates Merlin's integration design and airworthiness approach, enabling transition to the Critical Design stage. Merlin reports over $100M in total awarded contracts from military customers.

• ·Next contract stages include Critical Design Review, system integration, ground testing, and takeoff-to-touchdown flight demonstrations.
• ·Filing references proposed business combination; definitive proxy statement/prospectus filed February 12, 2026.

05-03-2026

Zillow Group's Board of Directors authorized an additional $1.25B share repurchase program on March 4, 2026, bringing remaining capacity to $1.3B after recent activity. From January 1 to March 4, 2026, the company repurchased 3.8M Class A shares at a weighted average price of $47.84 and 9.7M Class C shares at $45.92, totaling $626M. This move signals long-term confidence in the business, with no declines or flat metrics reported in repurchase activity.

• ·Class A shares repurchased at weighted average price of $47.84 per share
• ·Class C shares repurchased at weighted average price of $45.92 per share

05-03-2026

On March 4, 2026, Fastly, Inc.'s Audit Committee dismissed Deloitte & Touche LLP as its independent auditor and approved the appointment of KPMG LLP for the fiscal year ending December 31, 2026, though KPMG has not yet accepted. Deloitte's audits for fiscal years 2024 and 2025 contained no adverse opinions or disagreements, but a material weakness in internal controls disclosed in the 2024 10-K was noted (now remediated as of December 31, 2025). Deloitte provided a letter on March 5, 2026, confirming agreement with these disclosures.

• ·KPMG is in the process of standard client evaluation procedures and has not accepted the engagement as of the filing date.
• ·The material weakness in internal controls over financial reporting was discussed with Deloitte and the Audit Committee.

05-03-2026

OFG Bancorp filed Amendment No. 1 to its 10-K for the fiscal year ended December 31, 2025, solely to correct the cover page checkbox for well-known seasoned issuer status (now marked No) and to add Sarbanes-Oxley certifications as exhibits. No changes were made to financial statements, disclosures, or other content from the original filing on February 25, 2026. The aggregate market value of common stock held by non-affiliates was $1.915B as of June 30, 2025, based on 44,741,933 shares at $42.80 per share.

• ·Registrant is a large accelerated filer but not a well-known seasoned issuer.
• ·Incorporated in Commonwealth of Puerto Rico (EIN: 66-0538893); principal offices at 254 Muñoz Rivera Avenue, San Juan, Puerto Rico 00918.
• ·Common shares ($1.00 par value) trade on NYSE under symbol OFG.
• ·Original 10-K filed February 25, 2026; amendment filed March 5, 2026.

05-03-2026

Greif, Inc. and subsidiaries (Greif Packaging LLC, Greif International Holding B.V., Greif Beheer B.V.) entered into a Third Amended & Restated Credit Agreement on February 27, 2026, amending and restating the prior Second Amended & Restated Credit Agreement dated March 1, 2022, which provided an initial aggregate principal amount of $2.415B. The new agreement refinances existing loans under updated terms, with the Term A-2 Loans to be repaid in full concurrently with the closing of a CoBank Credit Agreement. No changes in facility sizes or negative impacts on liquidity were disclosed.

• ·SEC 8-K filing date: March 05, 2026
• ·CUSIP numbers: Deal 39762JAX2, Term A-1 Loan 39762JBA1, Global Revolving Credit Facility 39762JAY0, U.S. Revolving Credit Facility 39762JAZ7
• ·Prior agreement date: March 1, 2022
• ·Term A-2 Facility termination and full repayment on Restatement Effective Date concurrent with CoBank Credit Agreement closing

05-03-2026

California Water Service Group disclosed that Greg A. Milleman, Vice President of Rates and Regulatory Affairs, notified the company of his intention to retire after 13 years of service, with the effective retirement date to be determined later. The company anticipates announcing a replacement prior to his retirement. No immediate operational or financial impacts were mentioned.

• ·Date of earliest event reported: March 2, 2026
• ·Filing date: March 5, 2026

05-03-2026

FatPipe, Inc. (FATN) filed an 8-K on March 5, 2026, under Items 7.01 (Regulation FD Disclosure) and 9.01, announcing a shareholder letter providing updates on the company's business strategy, operations, and outlook. The letter, dated March 5, 2026, is furnished as Exhibit 99.1. The filing was signed by CEO Ragula Bhaskar.

• ·Registrant is an emerging growth company.
• ·Common Stock trades under symbol FATN on Nasdaq Capital Market.
• ·Commission File Number: 001-42546; IRS Employer Identification No.: 27-1113325.

05-03-2026

Korn Ferry's Board of Directors approved an increase in the quarterly dividend policy from $0.48 per share to $0.55 per share, a 14.6% rise signaling confidence in financial health. The Board also declared a cash dividend of $0.55 per share, payable on April 15, 2026, to shareholders of record on March 27, 2026. Future dividends will depend on earnings, capital needs, financial condition, and other Board-determined factors.

• ·Filing made under Items 8.01 and 9.01 of Form 8-K
• ·Press release attached as Exhibit 99.1

05-03-2026

L.B. Foster's net sales rose 1.7% YoY to $540M in 2025 from $531M in 2024, bolstered by 14.9% growth in the Infrastructure segment to $234M, while the Rail segment declined 6.5% to $306M. Gross profit fell 3.6% to $114M with margin contracting 110 bps to 21.1%, and operating income edged up 6.7% to $22M; however, net income plummeted 83% to $7.5M from $43M due to a $38M swing to tax expense. Operating cash flow improved significantly to $36M from $23M.

• ·Diluted EPS declined to $0.69 from $3.89 YoY.
• ·Total assets decreased to $330M from $334M.
• ·Outstanding borrowings on revolving credit facility: $42M; letters of credit: $0.9M as of Dec 2025.
• ·Critical audit matter identified on revenue recognition for long-term contracts using input method.
• ·Shares outstanding decreased to 10.1M from 10.6M due to treasury stock purchases.

05-03-2026

TriSalus Life Sciences reported strong revenue growth of 53.4% YoY to $45.2M for the year ended December 31, 2025, with gross profit up 50.8% to $38.2M and R&D expenses down 15.4% to $15.0M, improving operating loss by 25.5% to $(26.9M). However, sales and marketing expenses rose 11.1% to $28.7M, G&A increased 19.4% to $21.5M, and net loss widened 30.6% to $39.2M amid higher interest expense (up 79.4%) and unfavorable changes in fair value liabilities. Cash and equivalents grew to $20.4M from $8.5M, bolstered by $30.8M in financing activities, though net cash used in operations remained negative at $18.0M (improved from $40.8M).

• ·Common shares outstanding increased to 49,997,836 from 31,279,264 YoY due to sales, conversions, and exercises.
• ·Total liabilities rose to $69.2M from $49.9M, driven by long-term debt up to $33.0M and warrant/SEPA liabilities to $12.9M.
• ·Net cash provided by financing activities totaled $30.8M, including $22.0M from common stock issuance and $10.0M from debt.
• ·Stock-based compensation expense increased to $9.8M from $5.4M.
• ·Cash paid for interest rose to $3.7M from $1.8M.

05-03-2026

Full House Resorts reported fourth quarter 2025 revenues of $75.4 million, up 3.4% YoY (5.6% excluding Stockman’s sale), driven by 11.0% growth at American Place Casino and ramp-up at Chamonix/Bronco Billy’s, while full-year revenues rose 3.5% to $302.4 million (5.2% excluding Stockman’s). However, Adjusted EBITDA was nearly flat full-year at $48.1 million versus $48.6 million in 2024, with Q4 up slightly to $10.7 million, and net losses persisted at $(12.4) million for Q4 and $(40.2) million for the year amid ongoing depreciation and development costs. West segment revenues declined 3.1% in Q4 to $15.6 million and remained negative EBITDA at $(2.0) million despite improvement, while Contracted Sports Wagering revenues fell to $1.7 million.

• ·Depreciation and amortization: $42.6M in FY 2025 vs $42.1M in FY 2024
• ·Revolving credit facility extended to August 15, 2027
• ·Break ground on permanent American Place anticipated March/April 2026, opening in 18-24 months
• ·Waukegan City Council approved revised site plans in September 2025
• ·Competitor lawsuit resolved January 2025

05-03-2026

Guidewire Software reported Q2 FY2026 total revenue of $359.1M, up 24% YoY, driven by 33% growth in subscription and support revenue to $237.2M and 30% increase in services revenue to $62.4M; however, license revenue declined 7% YoY to $59.5M. ARR reached $1.121B, reflecting 22% YoY growth, with strong profitability including GAAP operating income of $38.4M (vs $11.7M prior) and the company raising its FY2026 outlook across key metrics. Cash and equivalents decreased to $1.351B from $1.483B at prior quarter-end amid share repurchases.

• ·GAAP net income $60.1M in Q2 FY2026 vs net loss of $37.3M in Q2 FY2025.
• ·Non-GAAP diluted EPS $1.17 in Q2 FY2026 vs $0.51 prior year.
• ·Q3 FY2026 outlook: Total revenue $352M-$358M; FY2026 total revenue $1.438B-$1.448B.
• ·FY2026 operating cash flow outlook $360M-$375M.

05-03-2026

Marvell Technology, Inc. reported record Q4 FY26 net revenue of $2.219B, up 22% YoY and $19M above guidance midpoint, with GAAP gross margin of 51.7% and non-GAAP of 59.0%. FY26 net revenue reached a record $8.195B, up 42% YoY, with GAAP EPS of $3.07, up 81% YoY. Q1 FY27 outlook projects net revenue of $2.4B +/-5%, with continued acceleration from data center and AI demand.

• ·Q4 FY26 GAAP diluted EPS: $0.46; non-GAAP: $0.80
• ·FY26 GAAP diluted EPS: $3.07; non-GAAP: $2.84
• ·Q1 FY27 GAAP gross margin outlook: 51.4%-52.4%; non-GAAP: 58.25%-59.25%
• ·Q1 FY27 GAAP operating expenses: ~$872M; non-GAAP: ~$575M
• ·Q1 FY27 GAAP diluted EPS outlook: $0.31 +/- $0.05; non-GAAP: $0.79 +/- $0.05
• ·Non-GAAP tax rate for Q4 FY26: 10.0%

05-03-2026

Amalgamated Financial Corp. (AMAL) reported total assets of $8.5B as of December 31, 2025, up from $8.3B in 2024, with net interest income growing 5.4% YoY to $297.8M on higher loan volumes (+$25.2M interest income) and total interest income up 5.2% to $422.2M at a 5.09% yield. However, non-interest income declined 6.9% YoY to $30.9M amid losses on securities sales and equity investments, while non-interest expenses rose 7.9% to $172.2M driven by higher compensation, professional fees, and technology costs; nonperforming assets also edged up slightly to $28.7M or 0.32% of assets.

• ·Average total loans grew to $4,720M in 2025 from $4,479M in 2024 (+5.4% YoY).
• ·Nonaccrual loans in commercial portfolio rose to $22.1M from $16.0M YoY.
• ·Allowance for credit losses on loans to total loans declined to 1.16% from 1.29% YoY.
• ·Service charges on deposit accounts dropped sharply to $17.5M from $32.2M YoY.

05-03-2026

Bridger Aerospace reported record 2025 full-year revenue of $122.8 million, up 25% YoY from $98.6 million, Adjusted EBITDA of $45.3 million (+21% YoY), and positive net income of $4.1 million versus a $15.6 million loss in 2024. However, Q4 2025 revenue fell 45% YoY to $8.5 million from $15.6 million, with a widened net loss of $15.1 million (vs. $12.8 million) and Adjusted EBITDA of negative $9.5 million (vs. negative $2.9 million). The company completed a $331.5 million financing package including a $100 million delayed draw facility and initiated 2026 guidance of $135-145 million revenue (10-18% growth at midpoint) and $55-60 million Adjusted EBITDA.

• ·Cost of revenues increased to $71.1M in 2025 from $57.5M in 2024.
• ·SG&A expenses rose to $13.4M in Q4 2025 from $7.7M in Q4 2024.
• ·Added first two Spanish Scoopers and four additional air surveillance aircraft.
• ·2026 guidance excludes $14.0M non-recurring return to service revenue from 2025.

05-03-2026

Mobile Infrastructure Corp reported total revenues of $35.1M for the year ended December 31, 2025, down 5.2% YoY from $37.0M, with managed property revenue up modestly 2.8% to $28.6M but offset by sharp declines in base rental income (-12.9% to $5.4M) and percentage rental income (-64.2% to $1.1M). Net Operating Income fell 8.5% to $20.7M amid a surge in impairment charges to $3.8M (from $0.2M) and higher interest expense (up 37.7% to $19.0M), resulting in a net loss of $23.7M versus $8.4M in 2024. The company outlined objectives to optimize RevPAS and pursue acquisitions but highlighted ongoing risks from parking demand fluctuations and high debt levels.

• ·Total other expense increased 107.8% YoY to $20.6M in 2025.
• ·Loss on sale of real estate was $0.1M in 2025 versus gain of $2.7M in 2024.

05-03-2026

ALT5 Sigma Corporation regained Nasdaq compliance on three issues: filing its delayed 10-Q for the period ending September 27, 2025 (filed January 12, 2026, confirmed January 13, 2026); reconstituting its Audit Committee with the appointment of Tim Stanley as independent director and Chair (announced February 6, 2026, confirmed March 3, 2026); and holding its 2025 Annual Meeting of Stockholders on February 27, 2026 (confirmed March 3, 2026). All Nasdaq notices are now closed with no further actions required. This resolves prior deficiencies in listing rules 5250(c)(1), 5605(c)(2)(A), and 5620(a).

• ·10-Q Notice received November 19, 2025; compliance plan filed December 21, 2025.
• ·Audit Committee Notice received December 3, 2025.
• ·Annual Meeting Notice received January 7, 2026; extension until March 2, 2026.
• ·Nasdaq letters attached as Exhibits 99.1, 99.2, and 99.3.

05-03-2026

Research Frontiers Inc (REFR) reported a widened net loss of $2.05M in 2025 versus $1.31M in 2024, driven by a 16% YoY decline in fee income to $1.12M while operating expenses rose 20% to $2.64M and research and development expenses increased 7% to $0.61M. Cash and cash equivalents fell sharply 67% to $0.66M from $1.99M, with total assets dropping 44% to $2.25M and shareholders' equity declining 64% to $0.93M from $2.60M. Net cash used in operating activities more than doubled to $1.33M from $0.79M.

• ·Royalties receivable reserves increased to $1.38M in 2025 from $1.25M in 2024.
• ·Credit loss expense rose to $154k in 2025 from $25k in 2024.
• ·Directors fees and expenses increased to $338k in 2025 from $176k in 2024.

05-03-2026

BBOT reported Q4 and FY 2025 financial results with cash and equivalents of $425.5M, providing runway into 2028, and highlighted positive preliminary clinical data including 65% ORR for BBO-8520 monotherapy in KRASG12C NSCLC and a confirmed PR in PDAC for BBO-11818. However, net loss widened to $38.8M in Q4 2025 (up ~97% YoY) and $134.0M for FY 2025 (up ~80% YoY), driven by R&D expenses rising 95% to $38.1M in Q4 and 66% to $121.2M for the year due to clinical and manufacturing costs. Updated data readouts across all three programs are expected in H2 2026.

• ·BBO-8520 received FDA Fast Track designation on January 9, 2025 for KRASG12C mutated metastatic NSCLC.
• ·83% of BBO-8520 monotherapy patients eligible for 6-month follow-up remained on treatment ≥6 months.
• ·BBO-11818 showed 56% tumor reduction in PDAC patient with confirmed PR.
• ·BBO-10203 showed no hyperglycemia and full target engagement in Phase 1 trial.

05-03-2026

Fair Isaac Corporation (FICO) filed a Certificate of Amendment to its Restated Certificate of Incorporation, approved by the Board and stockholders at the 2026 Annual Meeting of Stockholders. The amendments remove Section 6(d), which previously required a 66-2/3% supermajority vote of voting power to amend or repeal Article 6, and add a new Article 8 providing exculpation for officers from monetary damages for breaches of fiduciary duty, subject to standard exceptions (e.g., duty of loyalty breaches, bad faith, improper benefits). The certificate was executed on March 4, 2026, with the 8-K filed on March 5, 2026.

• ·Amendments adopted in accordance with Section 242 of the Delaware General Corporation Law (DGCL).
• ·Annual Meeting held upon notice in accordance with Section 222 of the DGCL.

05-03-2026

TransDigm Group Incorporated held its 2026 Annual Meeting of Stockholders on March 5, 2026, electing ten directors (David A. Barr, Jane M. Cronin, Michael Graff, Sean P. Hennessy, W. Nicholas Howley, Michael J. Lisman, Gary E. McCullough, Peter J. Palmer, Michele L. Santana, Robert J. Small), ratifying Ernst & Young LLP as independent auditors for the fiscal year ending September 30, 2026, and approving executive compensation on an advisory basis. All proposals passed with strong majority FOR votes ranging from 46.2M to 51.6M, though support varied with Gary E. McCullough receiving the highest WITHHOLD votes at 4,029,140. Broker non-votes were consistent at 2,616,917 for director elections.

• ·Proposal 1 director elections: FOR votes ranged from 46,187,687 (McCullough) to 49,861,805 (Lisman); WITHHOLD from 355,022 (Lisman) to 4,029,140 (McCullough)
• ·Proposal 2: ABSTAIN 12,544 votes
• ·Proposal 3: ABSTAIN 20,962 votes; AGAINST 1,612,610 votes

05-03-2026

ICF International, Inc. announced its participation as a presenter at the Canaccord 2nd Annual CG Virtual Sustainability Summit on March 12, 2026, with availability via live audio webcast. Instructions for accessing the webcast are included in the attached press release (Exhibit 99.1). No financial or operational metrics were disclosed.

• ·Filing submitted under Items 7.01 (Regulation FD Disclosure) and 9.01 (Financial Statements and Exhibits).
• ·Event reported date: March 5, 2026.
• ·Webcast information furnished, not filed, per Regulation FD.

05-03-2026

Profound Medical reported record Q4 2025 revenue of $6.0 million, up 43% YoY from $4.2 million and 13% QoQ, with full-year 2025 revenue of $16.1 million, a 50% increase from $10.7 million in 2024, supported by $9.7 million in recurring revenue and growth in TULSA-PRO installed base to 78 systems. However, Q4 gross margin declined to 67% from 71% YoY due to product mix and new market pricing, operating expenses edged up to $11.4 million from $11.3 million, and net loss widened to $8.2 million ($0.27/share) from $4.9 million ($0.20/share), with full-year net loss expanding to $42.6 million ($1.41/share) from $27.8 million ($1.12/share). The company bolstered liquidity with $42.45 million in equity financings and anticipates reaching 120 TULSA-PRO installs by end-2026 amid a pipeline of 110 systems.

• ·TULSA-PRO patient mix in Q4 2025: 67% prostate cancer only, 17% hybrid cancer/BPH, 13% salvage, 3% BPH only.
• ·Strategic distribution agreements: Exclusive rights regained in Canada; new deals in Saudi Arabia with FMS/AFG and Australia/NZ with Getz Healthcare.
• ·U.S. CMS reimbursement for TULSA Procedure at Urology APC Level 7.
• ·4,000th TULSA Procedure patient treated.
• ·Kris Shah resigned from Board; Frank Baylis appointed as successor.

05-03-2026

FS KKR Capital Corp filed an 8-K on March 5, 2026, under Item 7.01 Regulation FD Disclosure, announcing that investor presentations will be made available on its website (www.fskkrcapitalcorp.com) after market close on the same day, located under the 'Events & Presentations' page in the 'For Investors' section. The filing includes standard forward-looking statements disclaimers but provides no specific financial data or performance metrics. No updates or revisions to the presentations are planned unless required by federal securities laws.

• ·Presentations accessible at www.fskkrcapitalcorp.com under 'Events & Presentations' in 'For Investors' section
• ·Company's common stock trades on New York Stock Exchange under symbol FSK

05-03-2026

MetLife, Inc. issued a news release on March 5, 2026, confirming its previously announced declaration of a first quarter 2026 dividend of $0.31501229 per share on its Floating Rate Non-Cumulative Preferred Stock, Series A, which carries a $25 liquidation preference per share. The release is attached as Exhibit 99.1. No other financial metrics or comparisons were provided.

• ·Filing includes Inline XBRL cover page (Exhibit 101) and Cover Page Interactive Data File (Exhibit 104)

05-03-2026

Littelfuse, Inc. (NASDAQ: LFUS) appointed Holly B. Paeper to its Board of Directors, effective March 4, 2026, and to the Technology Committee. Paeper, President of Commercial HVAC Americas at Trane Technologies, offers extensive leadership in thermal management, life sciences, and prior roles at Corning, Eaton, and Intel. The company employs approximately 17,000 global associates serving over 100,000 end customers.

• ·Paeper previously served as President of global Life Science Solutions at Trane Technologies (2021–2024) and held VP/General Manager roles in Commercial HVAC (2016–2021).
• ·Paeper serves on the board of Mitsubishi Trane HVAC US (METUS) and previously on LiquidStack (2023–2025).
• ·Paeper holds a BS in Electrical Engineering from University of Minnesota – Institute of Technology and MBA from University of Minnesota – Carlson School of Management.

05-03-2026

Farmers National Banc Corp reported total assets of $5.16B at year-end 2025, up 1.5% from $5.09B in 2024, with average loans increasing 2% YoY to $3.29B at 5.82% yield and net interest income rising 11% to $145M with margin expanding to 2.95% from 2.69%. However, nonperforming assets rose 15% to $26.3M (0.50% of assets from 0.45%), nonperforming loans increased to $26.2M (0.79% of loans from 0.70%), and stockholders' equity grew to $441M amid merger integration risks with Middlefield. Quarterly cash dividends remained flat at $0.17 per share.

• ·Commercial real estate nonaccrual loans increased to $15.8M at Dec 31, 2025 from $10.6M in 2024.
• ·Loans delinquent 30-89 days rose to $17.0M (0.51% of loans) in 2025 from $13.0M (0.40%) in 2024.
• ·Allowance for credit losses covered 142% of nonaccrual loans at Dec 31, 2025, down from 162% in 2024.
• ·Total interest-bearing deposits averaged $3.41B in 2025, up from $3.26B in 2024.

05-03-2026

Greenidge Generation Holdings Inc. reported preliminary Q4 2025 revenue of $11.5M, down $3.7M QoQ from Q3, with net income of $1.9-2.9M also declining $9.1-10.1M QoQ, though power and capacity revenue improved $0.8M QoQ to $5.6M. For FY 2025, total revenue was $58.8M, slightly down $0.8M YoY, but net income improved $24.0-25.0M YoY to $4.2-5.2M amid debt reduction from $68.5M to $36.7M and strategic progress including 100MW power approvals and NYSDEC agreement for Dresden Title V permit renewal. Bitcoin production fell to 53 in Q4 (down 42 QoQ) and 371 for FY (down 570 YoY), reflecting mixed transition to AI/HPC datacenters.

• ·Secured 60MW non-curtailable power at Dresden via grid interconnection and 40MW at Mississippi greenfield site by Q1 2027.
• ·Initiated NYISO study for additional 200MW at Dresden.
• ·Agreement with NYSDEC ensures Title V permit renewal post-public comment, compliant with NY Climate Leadership Community Protection Act.
• ·Extended C-Pond closure deadline to Oct 2027; testing at Lockwood Landfill in Q2 2026.
• ·Senior unsecured debt reduced from $157.5M in 2023 to $39.0M as of Dec 31, 2025.

05-03-2026

Lifecore Biomedical, Inc. (LFCR) reported that its Board of Directors established June 4, 2026, as the date for the 2026 Annual Meeting of Stockholders, following a fiscal year change approved on August 1, 2025, to align with the calendar year ending December 31, effective for the period from May 26, 2025, to December 31, 2025. This shifts the meeting date more than 30 days from the 2025 Annual Meeting held on October 29, 2025. Shareholder proposals and director nominations must be received by March 16, 2026, and sent to the Secretary at 3515 Lyman Blvd., Chaska, MN 55318.

• ·Fiscal year change effective for period May 26, 2025, to December 31, 2025.
• ·Proposals must comply with Rule 14a-8, Rule 14a-18, Rule 14a-19(b), Bylaws, and Delaware law.

05-03-2026

NIKE, Inc. approved organizational changes on February 27, 2026, to improve efficiency and reignite growth, expecting approximately $300 million in pre-tax charges for the nine months ended February 28, 2026, primarily for employee severance costs, with substantially all recognized in Q3 FY2026. The company noted these are estimates subject to assumptions and local laws, and actual charges may differ materially; additional actions could lead to further charges.

• ·Plan approved by management on February 27, 2026
• ·Charges for nine months ended February 28, 2026
• ·Substantially all charges recognized in third quarter of fiscal year 2026
• ·Company may incur additional charges in future quarters

05-03-2026

This DEF 14A proxy statement, filed March 5, 2026, seeks shareholder approval to elect Ms. Keefe and Mr. Keith as Class I Trustees for First Trust Intermediate Duration Preferred & Income Fund (FPF), First Trust Enhanced Equity Income Fund, and First Trust Mortgage Income Fund at their annual/special meetings. It details service providers including investment advisor First Trust Advisors L.P., sub-advisors Chartwell Investment Partners (for Enhanced Equity) and Stonebridge Advisors (for FPF), administrator/custodian The Bank of New York Mellon, and transfer agent Computershare. During the last fiscal year (Oct 31, 2025 for FPF and Mortgage Income Fund; Dec 31, 2025 for Enhanced Equity), boards held 8 meetings each with audit committees at 13, but dividend and executive committees held 0; minor late Section 16(a) Form 3 filings were reported for certain sub-advisor officers and Independent Trustee Thomas J. Driscoll.

• ·By-Laws require 66-2/3% Trustee approval for matters to be proper for shareholder action at meetings.
• ·Fiscal year end: October 31 for FPF and Mortgage Income Fund; December 31 for Enhanced Equity Income Fund.
• ·Shareholder proposals for next annual meeting must be received by June 23, 2026.

05-03-2026

FreeCast, Inc. disclosed updates on its revolving convertible promissory note with Nextelligence, Inc., controlled by CEO William A. Mobley, Jr., with the outstanding principal increasing from an initial $1.3M on November 21, 2025, to $2.7M as of January 19, 2026, and further to $4.4M as of March 5, 2026, approaching the $5M cap. The note carries 12% annual interest, is due June 30, 2026, and is convertible into Class A common stock at $8.00 per share at Nextelligence's option. This related-party debt accumulation highlights ongoing funding needs but raises concerns over repayment obligations and potential dilution.

• ·Note prepayment allowed with 5 days prior notice.
• ·Default triggered by non-compliance or bankruptcy events.
• ·Conversion price adjusts proportionately for stock splits or combinations.
• ·Note due no later than June 30, 2026.

05-03-2026

On March 5, 2026, the Board of Directors of Paycom Software, Inc. authorized an additional $200M for repurchases of the company's common stock under its existing stock repurchase plan, following the completion of approximately $1.45B in aggregate repurchases since the plan's authorization in July 2024. Repurchases may occur through open market transactions, privately negotiated deals, or Rule 10b5-1 programs, subject to market conditions, and the plan expires on August 15, 2026. No declines or flat performance metrics were reported in this filing.

• ·Stock repurchase plan may be suspended or discontinued at any time at the Board's discretion.
• ·Repurchase timing, number, and value depend on market price, general market conditions, and other corporate considerations.

05-03-2026

South Plains Financial, Inc. reported net income of $58.5M for the year ended December 31, 2025, up 17.6% YoY from $49.7M in 2024, supported by net interest income growth of 13.6% to $167.0M and total assets expansion of 5.9% to $4.48B. However, noninterest income declined 6.6% to $44.9M, primarily due to a $3.5M drop in mortgage banking activities, while noninterest expense rose 4.0% to $132.6M. Credit quality strengthened with nonperforming assets falling to 0.26% of total assets from 0.58%, and efficiency ratio improved to 62.32%.

• ·Provision for credit losses increased 20.8% YoY to $5.2M in 2025.
• ·Net interest margin expanded to 3.98% from 3.65% YoY.
• ·Common equity tier 1 capital ratio strengthened to 14.45% from 13.53%.
• ·Total risk-based capital ratio slightly declined to 17.26% from 17.86%.
• ·Allowance for credit losses on loans stable at 1.44% of total loans (up from 1.42%).

05-03-2026

Las Vegas Sands Corp. appointed Patrick Dumont as Chairman, Chief Executive Officer, President, and Treasurer effective March 1, 2026, and entered into new employment agreements effective March 2, 2026, through March 2, 2031, with Dumont, Randy Hyzak (EVP and CFO), and D. Zachary Hudson (EVP, Global General Counsel and Secretary). Dumont's base salary remains unchanged at $2.5M, while Hyzak and Hudson receive base salaries of $1.35M and $1.6M, respectively, with target incentives tied to 200-725% of base. No financial performance metrics or period-over-period changes are reported.

• ·Employment agreements include one-year non-competition and non-solicitation covenants and perpetual confidentiality covenants.
• ·Separation benefits provide 1x (base + target bonus) for termination without cause/good reason, 2x within 24 months of change of control, and 1x base for death/disability, plus pro-rata bonuses and benefits.
• ·Equity awards prior to March 2, 2026, follow existing terms; post-March 2 awards follow new agreement terms.
• ·Full agreements to be filed in Q1 2026 10-Q.

05-03-2026

Fortress Value Acquisition Corp. V consummated its IPO on February 27, 2026, issuing 25,000,000 Class A ordinary shares at $10.00 per share for gross proceeds of $250M, alongside a private placement of 200,000 shares to sponsor Fortress Value Acquisition Sponsor V LLC for $2M, with $250M placed in trust. The balance sheet as of that date reflects total assets of $251.6M, including $250M in trust and $1.6M cash outside trust. However, it shows total liabilities of $14.8M and a shareholders' deficit of $13.2M driven by accumulated deficit.

• ·Underwriter granted 45-day option to purchase up to 3,750,000 additional Class A ordinary shares for over-allotments.
• ·Over-allotment option liability of $359,250 recorded.
• ·7,187,500 Class B ordinary shares issued, including 937,500 subject to forfeiture if over-allotment not exercised.
• ·IPO registration statement effective February 25, 2026.

05-03-2026

Smith Micro Software reported improved gross margins of 74.1% for FY 2025 (up from 70.2% in 2024) and reduced total operating expenses to 241.1% of revenue (from 310.5%), narrowing the operating loss to 167.1% of revenue and net loss to 168.9% of revenue. However, the company recorded a $63.7% goodwill impairment (down from 116.7% but eliminating all goodwill), resulting in total assets declining to $25.0M from $48.0M and stockholders' equity dropping to $18.4M from $40.8M. Cash burn from operations improved to $7.2M used (from $14.3M), with net cash decrease of $1.3M versus $4.3M prior year.

• ·Accounts receivable declined to $1.8M from $5.7M at Dec 31, 2025 vs 2024.
• ·Selling and marketing expenses improved to 34.4% of revenue from 43.2%.
• ·Research and development expenses decreased to 61.7% of revenue from 68.5%.
• ·General and administrative expenses increased to 57.6% of revenue from 51.5%.
• ·Intangible assets net $18.5M at Dec 31, 2025 vs $24.0M at Dec 31, 2024.

05-03-2026

Fly-E Group, Inc. received a Nasdaq deficiency notice on February 27, 2026, for failing to timely file its Form 10-Q for the period ended December 31, 2025, violating Listing Rule 5250(c)(1), with no immediate impact on trading but requiring a compliance plan by April 28, 2026, and potential extension to August 24, 2026. The company intends to file the overdue 10-Q soon to regain compliance. Separately, the SEC initiated an investigation on January 21, 2026, into the company, which is cooperating without details on any wrongdoing.

• ·Nasdaq notice has no immediate effect on listing or trading of FLYE common stock.
• ·Company is an emerging growth company.
• ·Principal executive offices: 136-40 39th Avenue, Suite 202, Flushing, New York 11354.

05-03-2026

AH Realty Trust, Inc. (f/k/a Armada Hoffler Properties, Inc.) filed an 8-K/A to amend prior disclosures, confirming the appointment of KPMG LLP as its independent registered public accounting firm for the fiscal year ending December 31, 2026, and the dismissal of Ernst & Young LLP (EY), both effective February 27, 2026. There were no disagreements with EY on accounting principles, financial disclosures, or auditing scope, and no reportable events during fiscal years 2025 and 2024 or the interim period prior to the effective date. EY provided a letter dated March 5, 2026, agreeing with the disclosures.

• ·EY’s audit reports for fiscal years ended December 31, 2025 and 2024 contained no adverse opinions, disclaimers, or qualifications as to uncertainty, audit scope, or accounting principles.
• ·No prior consultations with KPMG on matters specified in Item 304(a)(2) of Regulation S-K during fiscal years 2025, 2024, or interim period through effective date.

05-03-2026

Ellington Financial Inc. issued a press release on March 5, 2026, announcing its estimated book value per share of common stock as of January 31, 2026, furnished under Item 7.01 to satisfy Regulation FD requirements. The press release is included as Exhibit 99.1 but does not disclose the specific book value figure in the filing body. No comparative or quantitative details on book value changes were provided.

• ·Filing includes securities registered on NYSE: Common Stock (EFC), Series B Preferred (EFC PR B), Series C Preferred (EFC PR C), Series D Preferred (EFC PRD).

05-03-2026

GalaxyEdge Acquisition Corp, a Cayman Islands blank check company, priced its initial public offering of 10,000,000 units at $10.00 per unit, raising $100M, with units expected to begin trading on NYSE under 'GLEDU' on March 4, 2026, and closing on March 5, 2026. The offering includes a 45-day over-allotment option for up to 1,500,000 additional units. Polaris Advisory Partners serves as sole book-running manager, with no reported declines or flat metrics in this IPO announcement.

• ·S-1 registration statement (File No. 333-290899) declared effective February 26, 2026; Post-Effective Amendments filed March 2 and 3, 2026.
• ·Target focus: business combinations in North America, South America, Europe, or Asia.
• ·Contact: (212) 574-4425

05-03-2026

For the year ended December 31, 2025, PREFORMED LINE PRODUCTS CO (PLPC) reported net sales of $669.3M, up 13% YoY from $593.7M (+$75.6M), driven by PLP-USA (+17%) and The Americas (+24% excluding currency translation). Gross profit increased 10% to $208.5M, and operating income rose to $55.1M from $50.8M; however, net income attributable to shareholders declined 5% to $35.3M from $37.1M (-$1.8M), with sharp drops in international segments including The Americas (-37%), EMEA (-33%), and Asia-Pacific (-24%). Total assets grew to $653.6M from $573.9M, supported by higher cash ($83.4M) and inventories ($148.7M), though other expenses surged.

• ·Foreign currency translation positively impacted consolidated net sales by $1.4M in FY2025.
• ·Goodwill of $30.7M at Dec 31, 2025, with $17.0M attributable to EMEA reporting unit; no impairment recognized.
• ·Long-term debt increased to $32.9M (less current portion) from $18.4M YoY.
• ·Accumulated other comprehensive loss improved to $(53.4M) from $(82.9M).

05-03-2026

Fidelis Insurance Holdings Ltd reported net income of $225.5M in 2025, up 99% YoY from $113.3M in 2024, driven by underwriting income surging to $117.2M from $8.3M and improved combined ratio of 94.8% versus 99.7%. However, gross premiums written grew modestly 7% YoY to $4.7B, net investment income declined 3% to $184.0M, and net premiums earned were nearly flat at +2% YoY to $2.3B. Operating ROAE improved to 8.5% from 5.6%, while credit ratings remained stable at A (AM Best), A- (S&P), and A3 (Moody's) across key subsidiaries.

• ·Catastrophe and large losses increased slightly to $515.5M in 2025 from $509.0M in 2024.
• ·Financing costs rose to $47.7M in 2025 from $33.8M in 2024.
• ·Weighted average diluted common shares outstanding decreased to 106.7M in 2025 from 115.6M in 2024.
• ·2023 net income included a one-time $1,639.1M net gain on distribution of The Fidelis Partnership.

05-03-2026

Freshworks Inc. announced the departure of Mika Yamamoto as Chief Integrated Customer Growth Officer, effective March 2, 2026, with her remaining in an advisory capacity until April 2, 2026, and entitled to previously disclosed severance benefits. Concurrently, Ian Tickle was appointed as Chief Revenue Officer effective March 2, 2026, overseeing global sales and support functions previously under Yamamoto. The changes were disclosed on March 5, 2026, with no financial impacts detailed.

• ·Filing signed by Pamela Sergeeff on March 5, 2026
• ·Securities: Class A Common Stock, $0.00001 par value per share, traded as FRSH on Nasdaq