S&P 500 Consumer Discretionary Sector SEC Filings — March 17, 2026

17-03-2026

Dragonfly Energy reported preliminary full year 2025 net sales of $58.6 million, up 15.8% YoY driven by 33.8% growth in OEM sales to $36.9 million, though DTC sales declined 8.5% to $20.7 million amid RV market softness. Q4 net sales increased 6.9% to $13.1 million with OEM up 30.1% to $8.1 million, but gross margin contracted to 18.2% from 20.8% and net loss widened to $45.0 million from $9.8 million. The company implemented a strategic cost realignment for $8.9 million in annualized savings and targets positive Adjusted EBITDA at a $70 million annual revenue run rate, while guiding Q1 2026 net sales at $9.5 million and Adjusted EBITDA loss of $4.6 million.

• ·Targets positive Adjusted EBITDA at $70M annual revenue run rate.
• ·Executive and Board cash compensation reduced 20% for remainder of FY2026, replaced with equity incentives.
• ·20% reduction in total payroll expense via workforce reductions and salary adjustments.
• ·Preliminary results subject to audit and potential material adjustments.
• ·Conference call held March 16, 2026 at 4:30 PM ET.

17-03-2026

ProCap Financial, Inc. (BRRWW) filed a DEFA14A Additional Proxy Statement on March 17, 2026. The provided content consists solely of standard forward-looking statement disclaimers, legal notices regarding securities offerings, and contact information for media and investors. No financial metrics, period-over-period comparisons, or material business updates are included.

17-03-2026

Artificial Intelligence Technology Solutions, Inc. (AITX) issued a press release on March 17, 2026, announcing that its RAD division received an order for 10 RIO Mini units with SARA licenses from a major Midwest construction company. No financial terms or order value were disclosed.

• ·Filing includes Exhibit 99.1: Press release dated March 17, 2026.

17-03-2026

Brookfield Infrastructure Partners L.P. reported strong FY2025 financials with revenues up 9.8% YoY to $23.1B, FFO up 6.4% to $2.6B, and net income attributable to the partnership surging 179% to $1.1B, driven by higher other income. However, mark-to-market losses widened to $548M from $26M, and in the Utilities segment, while total Adjusted EBITDA grew 6.1% to $1.3B, Regulated Transmission EBITDA was essentially flat at $552M (up 0.9%) after declining from $631M in 2023. The year featured active portfolio management with acquisitions totaling over $2B (e.g., HomeServe for $1.2B) and divestitures generating ~$1.5B in net proceeds.

• ·Total assets grew 22.5% to $128.2B as of Dec 31, 2025.
• ·Non-recourse borrowings increased to $59.6B from $46.6B.
• ·FFO payout ratio stable at 66% in 2025 vs 67% in 2024.
• ·Agreed sale of Mantiqueira expected to close H1 2026 for $150M.

17-03-2026

Brookfield Infrastructure Corp's annual report for year ended December 31, 2025, reports cash from operating activities declining 8% YoY to $1,608M from $1,743M, while cash used in investing activities improved significantly with a reduced outflow of $612M from $1,110M. Cash used in financing activities worsened to $1,291M outflow from $428M. Non-recourse borrowings totaled $13.5B with projected interest expense of $4.95B, and base management fees grew 6% YoY to $71M.

• ·Exchangeable shares increased slightly to 132,994,956 as of Dec 31, 2025 from 132,051,909 in 2024 (+0.7%).
• ·USD stock highs in Q4 2025 reached $36.41, comparable to $36.42 in Q4 2024, with trading volume increasing to 36.2M units from 21.9M.

17-03-2026

On March 13, 2026, First Industrial Realty Trust, Inc.'s Board of Directors increased its size from six to seven members and elected Frank E. Schmitz as a new director effective June 1, 2026, until the 2027 annual meeting. The Board also approved a new stock repurchase program authorizing up to $250M of common stock purchases, with no specified expiration date and flexibility in execution methods compliant with federal securities laws. A press release was issued on March 16, 2026, regarding these developments amid ongoing proxy solicitation for the 2026 Annual Meeting.

• ·No arrangement or understanding pursuant to which Mr. Schmitz was elected; no related party transactions under Item 404(a) of Regulation S-K.
• ·Repurchase Program may be modified, suspended, or terminated at Board's discretion; open market repurchases to comply with Rule 10b-18.
• ·Preliminary proxy statement filed February 27, 2026, for 2026 Annual Meeting with ongoing solicitation using WHITE proxy card.

17-03-2026

Frontier Group Holdings updated Q1 2026 adjusted diluted loss per share guidance to $0.32-$0.44, within prior range, driven by revenue significantly above expectations and mid-teens YoY RASM growth, but offset by jet fuel prices rising to ~$3.00/gal (vs $2.50 prior guidance) adding $45-$50M expense and operational disruptions from Winter Storm Iona. Capacity is expected down 1-1.5% YoY while liquidity rises to over $900M by end-March from $874M at Dec 2025 end. Full-year 2026 guidance under review.

• ·Weighted average diluted shares ~229M unchanged.
• ·Tax expense expectation $3-5M unchanged.
• ·Strong demand and fare trends extending into spring booking period.
• ·Fuel efficiency >40% vs major US carriers (DAL, UAL, AAL, LUV, JBLU, ALK, ALGT weighted by FY2025 ASMs).

17-03-2026

Marten Transport, Ltd. (MRTN) filed its definitive DEF 14A proxy statement on March 17, 2026, for the 2026 Annual Meeting of Stockholders on May 5, 2026, proposing the election of seven incumbent directors, an advisory vote to approve executive compensation, and ratification of Grant Thornton LLP as independent auditors for 2026. The record date is March 6, 2026, with 81,589,135 shares of common stock outstanding, requiring a quorum of 40,794,568 shares. Voting details specify majority-of-votes-cast for all proposals, with brokers able to vote on auditor ratification but not on director election or say-on-pay.

• ·Annual Meeting location: Roger Marten Community Center, 120 South Franklin Street, Mondovi, Wisconsin at 2:00 p.m. local time.
• ·Proxy materials expected to be mailed on or about March 17, 2026.
• ·All seven director nominees are current board members, each elected at the prior year's annual meeting.
• ·Broker non-votes have no effect on Proposals 1 and 2 but are not expected on Proposal 3 (routine matter).
• ·Ages of nominees as of February 13, 2026; director service start dates range from 1980 (Randolph L. Marten) to 2023 (Patricia L. Jones).

17-03-2026

Guru App Factory Corp reported no revenue in the three months ended January 31, 2026, down 100% YoY from $90,000, while six-month revenue fell 72.5% YoY to $26,000 from $94,500. Net loss widened significantly for the six months to $31,178 from $7,730 YoY, driven by higher G&A expenses of $42,178 despite gross profit of $11,000; however, cash position improved slightly to $1,000 from zero, funded by $30,178 in related party advances.

• ·Loss per share basic and diluted: $(0.00) for all periods reported.
• ·Full valuation allowance applied to deferred tax assets in both 2026 ($6,547) and 2025 ($1,623).
• ·Accounts receivable increased to $8,000 as of Jan 31, 2026 from zero.
• ·Stockholders' deficit worsened to $(32,481) from $(1,303) at Jul 31, 2025.

17-03-2026

Frontdoor, Inc. (NASDAQ: FTDR) announced the unanimous election of Dennis Howard to its Board of Directors and appointment to the Audit Committee, effective March 17, 2026. Howard, currently Managing Director, Chief Technology, Operations, and Data Officer at Charles Schwab, brings over 30 years of experience in IT, cybersecurity, operations, and innovation from roles at Charles Schwab and Visa Inc. The company, with over 55 years of experience, serves more than 2.1 million members, handling 3.8 million service requests annually through a network of 17,000 contractors.

• ·Howard joined Charles Schwab in September 2014 as Senior Vice President of core technology solutions.
• ·Served as Executive Vice President and Chief Information Officer at Charles Schwab from 2016-2025.
• ·12-year tenure at Visa Inc. in various IT roles.
• ·Bachelor's degree from University of Texas at San Antonio; Master's from Baylor University.
• ·Howard will stand for re-election at Frontdoor's 2026 annual meeting of stockholders.

17-03-2026

SafeSpace Global Corp reported no revenue for both the three and six months ended January 31, 2026, with net losses of $1.12M (3M, improved 11% YoY) and $2.74M (6M, worsened 41% YoY), driven by higher operating expenses including $2.85M total (up 49% YoY for 6M). Cash and equivalents declined 49% to $3.86M, with $2.45M used in operations and $1.24M in investing activities, while total assets and equity fell 29% each to $5.65M and $5.33M. Shares outstanding increased to 189.3M from 185.5M at period-end.

• ·Property and equipment, net increased to $427,761 from $0.
• ·Intangibles, net $1.26M as of Jan 31, 2026 (includes $1.22M in-process).
• ·Stock-based compensation $503K for six months ended Jan 31, 2026 (down from $881K YoY).
• ·Interest income $109K for six months ended Jan 31, 2026.

17-03-2026

Nexentis Technologies Inc. (formerly N2OFF, Inc.) completed the closing of a Securities Exchange Agreement on March 15, 2026, transferring approximately 98% of its ownership in Save Foods Ltd. to Voice Assist, Inc. in exchange for 19.99% of Voice Assist's common stock on a fully-diluted basis. The company also maintains a Services Agreement with Voice Assist for advisory services, entitling it to deferred cash up to a $1M cap, royalties on new projects, and a share of Ecolab Gross Proceeds through at least 2026.

• ·Agreement originally dated January 13, 2026, with prior disclosure in 8-K filed that date.
• ·Services Agreement term through calendar year 2026 with extension rights until consideration fully received.
• ·Exhibits include Securities Exchange Agreement (10.1) and Services Agreement (10.2), incorporated by reference from January 13, 2026 8-K.

17-03-2026

Farmers National Banc Corp. filed Amendment No. 1 to its Form 10-K for the fiscal year ended December 31, 2025, solely to include Exhibit 97.1, the Policy relating to recovery of erroneously awarded compensation; no changes were made to financial statements or other information from the original filing on March 5, 2026. The filing reiterates key details such as the $498.8M market value of non-affiliate common shares as of June 30, 2025, and 37,672,309 shares outstanding as of February 20, 2026. This is an administrative update with no new financial metrics or period-over-period comparisons.

• ·Original 10-K filed March 5, 2026
• ·Amendment filed March 17, 2026
• ·Auditor: Crowe LLP (Columbus, OH)
• ·Agreement and Plan of Merger with Middlefield Banc Corp. dated October 22, 2025 (Exhibit 2.1)

17-03-2026

On March 17, 2026, the Board of Directors of Waterstone Financial, Inc. (WSBF) declared a regular quarterly dividend on its outstanding common stock ($0.01 par value, traded on NASDAQ). Details of the dividend are provided in the attached press release (Exhibit 99.1), incorporated by reference. The filing was signed by CEO William F. Bruss.

17-03-2026

Fold Holdings, Inc. reported FY 2025 revenue of $31.8 million, up 34% YoY from $23.8 million, and total transaction volume of $960 million, up 46% YoY, with Q4 revenue at $9.1 million, up 8% YoY. However, FY operating loss widened to $27.7 million from $5.8 million, net loss increased to $69.6 million from $65.1 million, Adjusted EBITDA loss was $17.2 million, and Q4 transaction volume declined 3% YoY to $215 million while verified accounts remained flat at ~84,000. The company launched the Fold Bitcoin Rewards Credit Card and Fold for Business enterprise services, retired convertible notes, and holds 1,527 BTC in investment treasury as of Dec 31, 2025 (now 827 BTC).

• ·Cash and cash equivalents declined to $7.7M as of Dec 31, 2025 from $18.3M as of Dec 31, 2024.
• ·Net cash used in operating activities $16.1M in FY 2025 vs. $3.3M in FY 2024.
• ·Retired December 2024 convertible note, June 2025 convertible note, March 2025 convertible note - related party, and SAFEs, reducing total liabilities from $193.5M to $90.5M.
• ·Bitcoin investment treasury value $133.7M as of Dec 31, 2025 vs. $93.6M as of Dec 31, 2024.
• ·Stockholders’ equity improved to $63.0M surplus from $67.8M deficit.

17-03-2026

Kforce Inc. entered into a Rule 10b5-1 corporate stock trading plan on March 13, 2026, to repurchase its outstanding common stock pursuant to the Board-authorized share repurchase program. Repurchases may commence no earlier than March 16, 2026, and continue through April 29, 2026, administered by an independent broker subject to price, market, volume, and timing constraints. No specific repurchase amounts or volumes were disclosed.

• ·Plan adopted in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934
• ·Common Stock (KFRC) traded on New York Stock Exchange

17-03-2026

CF Industries reported robust 2025 financial performance with net earnings of $1.46B, Adjusted EBITDA of $2.89B, and $2.75B in net cash from operating activities, while returning $1.69B to shareholders through $1.37B in repurchases and $326M in dividends. The company advanced its clean energy strategy, completing the $200M Donaldsonville CCS project enabling 1.9M tons of annual low-carbon ammonia production and forming the $3.7B Blue Point JV (40% ownership) for 1.5M tons capacity starting 2029. No declines or flat metrics were reported, with highlights including industry-leading safety (0.26 incident rate) and 10% higher asset utilization than peers.

• ·Blue Point JV formed April 8, 2025; construction starts 2026, production 2029.
• ·Yazoo City CCS expected to commence 2028.
• ·Donaldsonville CCS completed July 2025.
• ·Verdigris abatement project completed Q4 2025.
• ·All director nominees independent except CEO; independent Board Chair.
• ·Directors attended 75%+ of meetings in 2025.

17-03-2026

For the three months ended January 31, 2026, Zeo ScientifiX reported revenue growth of 33% YoY to $1.4M, with gross profit up 30% to $1.2M, and a narrowed net loss of $0.85M (improved 31% YoY) or ($0.12) per share versus ($1.2M) or ($0.20) prior year, aided by 5% lower G&A expenses. However, the company still posted an operating loss of $0.88M, and operating cash flow deteriorated to a use of $0.47M from a provision of $0.07M YoY. Cash balance rose to $1.0M at period-end, boosted by $1.3M from stock sales, while stockholders' deficit improved to $0.38M.

• ·Equity in non-marketable securities fully reserved at $145,000 as of Jan 31, 2026 (flat QoQ).
• ·Accrued payroll liabilities flat at $667,000 QoQ.
• ·Legal fees payable declined to $88,000 from $244,000 QoQ.

17-03-2026

PBF Energy Inc. filed a DEFA14A Definitive Additional Proxy Material on March 17, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing indicates no fee was required and is not preliminary, confidential, or soliciting material under Rule 14a-12.

• ·Filed by the Registrant (checked box).
• ·Not filed by a party other than the Registrant.

17-03-2026

Kevin A. Lobo notified Parker-Hannifin Corporation on March 13, 2026, that he will not stand for reelection to the Board of Directors at the 2026 Annual Meeting of Shareholders due to his election to the Board of GE HealthCare Technologies Inc. Mr. Lobo, who has served as a director since 2013, stated that his decision was not due to any disagreement with the company's operations, policies, or practices. He is expected to continue serving until the expiration of his current term.

• ·Filing signed by Joseph R. Leonti on March 17, 2026

17-03-2026

Wells Fargo & Company fully redeemed all 140,400 outstanding shares of its 3.90% Fixed Rate Reset Non-Cumulative Perpetual Class A Preferred Stock, Series BB on March 15, 2026 (shifted to March 16 due to non-business day). The Securities Committee of the Board approved resolutions via written consent on February 24, 2026, to eliminate the Series BB Certificate of Designation from the company's Certificate of Incorporation following the redemption. A certificate was filed with the Delaware Secretary of State on March 17, 2026, to effect this charter amendment.

• ·Series BB Certificate of Designation originally filed with Delaware Secretary of State on January 22, 2021
• ·Resolutions authorized by Securities Committee I via written consent on February 24, 2026

17-03-2026

On March 16, 2026, David W. Johnson resigned from the Board of Directors of Hilton Grand Vacations Inc. effective immediately, with no disagreement on operations, policies, or practices. In connection with the resignation, the Board size was reduced from 10 to 9 directors.

• ·Resignation reported in Form 8-K filed on March 17, 2026
• ·Company headquartered at 6355 MetroWest Boulevard, Suite 180, Orlando, Florida 32835

17-03-2026

Farmland Partners Inc. issued a DEF 14A proxy statement dated March 17, 2026, for its 2026 Annual Meeting on April 28, 2026, at 9:00 a.m. MT in Denver, CO, to elect five directors, ratify Crowe LLP as independent auditors for FY ending December 31, 2026, approve (advisory) named executive officer compensation, and vote (advisory) on the frequency of future say-on-pay votes (Board recommends every one year). The record date is March 3, 2026, with 43,629,350 shares of common stock outstanding; no performance metrics or changes are detailed in the provided content.

• ·Quorum requires majority of outstanding Common Stock present in person or by proxy.
• ·Proposal 2 (auditor ratification) is routine and eligible for broker votes; Proposals 1, 3, and 4 are non-routine.
• ·Directors elected by plurality vote; no cumulative voting.

17-03-2026

Fulgent Genetics, Inc. (NASDAQ: FLGT) completed the acquisition of certain assets of Bako Diagnostics and StrataDx for a total combined purchase price of approximately $56.9 million in cash, subject to post-closing adjustments, as previously announced on December 22, 2025. The deal expands Fulgent's laboratory services into specialty pathology and dermatopathology. While no immediate financial impacts are quantified, forward-looking statements note potential integration risks and challenges in realizing benefits.

• ·Acquisition previously announced on December 22, 2025.
• ·Piper Sandler & Co. acted as exclusive financial advisor and Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C. as legal counsel to Fulgent.
• ·EV Health Partners acted as exclusive financial advisor and Latham & Watkins LLP as legal counsel to Consonance Capital Partners, Bako Diagnostics, and StrataDx.
• ·Fulgent's Form 10-K for fiscal year ended December 31, 2025, filed February 27, 2026.

17-03-2026

Herbalife Ltd. issued definitive additional proxy materials for its 2026 Annual Meeting scheduled for April 30, 2026, at 8:30 AM PDT in Los Angeles, CA, with virtual attendance available. Key proposals include the election of 11 director nominees, an advisory vote to approve named executive officer compensation, and ratification of PricewaterhouseCoopers LLP as independent auditors for fiscal year 2026; the board recommends voting 'For' all items. No financial performance metrics or period comparisons are disclosed in this filing.

• ·Vote deadline: April 29, 2026, 11:59 PM ET
• ·Proxy materials request deadline: April 05, 2026
• ·Meeting address: 800 W. Olympic Blvd. Suite 406, Los Angeles, CA 90015
• ·Virtual meeting link: meetnow.global/MMVF2KX
• ·Fiscal year end: December 31
• ·NYSE broker discretionary voting applies to routine matters if instructions not received 10 days prior

17-03-2026

Equity Lifestyle Properties, Inc. (ELS) filed a DEFA14A, definitive additional proxy materials under Schedule 14A, on March 17, 2026. The filing was submitted by the registrant with no fee required. No financial metrics, performance data, or specific proposals are detailed in the provided filing header.

• ·Filing indicates 'Definitive additional materials'
• ·Payment of filing fee: No fee required

17-03-2026

On February 19, 2026, the Board of Directors of First Guaranty Bancshares, Inc. declared a quarterly cash dividend of $0.01 per share on its outstanding common stock, payable on March 31, 2026 to shareholders of record as of March 27, 2026. This announcement highlights the company's ongoing commitment to shareholders, marking the 131st consecutive quarterly dividend paid to common shareholders.

• ·Filing made pursuant to Item 8.01 Other Events.
• ·Registrant incorporated in Louisiana, IRS Employer ID 26-0513559, Nasdaq-listed.

17-03-2026

On March 17, 2026, bioAffinity Technologies, Inc. filed an 8-K announcing the issuance of a press release regarding a new clinical case study that highlights the benefits of incorporating CyPath® Lung, a noninvasive lung cancer diagnostic test, into the pathway for a high-risk patient with multiple pulmonary nodules. The filing incorporates the press release as Exhibit 99.1 and confirms the company's status as an emerging growth company traded on Nasdaq Capital Market under symbols BIAF (common stock) and BIAFW (warrants). No financial metrics, period-over-period comparisons, or performance data were reported.

• ·Company address: 3300 Nacogdoches Road, Suite 216, San Antonio, Texas 78217
• ·Company phone: (210) 698-5334
• ·Common stock par value: $0.007 per share

17-03-2026

On March 13, 2026, Fractyl Health, Inc. received a notice from Nasdaq for failing to satisfy Listing Rule 5450(a)(1), as its common stock (GUTS) bid price was below $1.00 for 30 consecutive business days, with no immediate impact on current listing. The company has 180 calendar days until September 9, 2026, to regain compliance by closing at $1.00 or higher for 10 consecutive business days, or face potential transfer to Nasdaq Capital Market or delisting. Fractyl intends to monitor the issue and consider options like a reverse stock split, but success is not assured.

• ·Emerging growth company status: Yes.
• ·Current listing: The Nasdaq Global Market.
• ·Par value of common stock: $0.00001 per share.

17-03-2026

Teleflex updated on two divestitures announced December 9, 2025: the HSR waiting period for the OEM business sale to Lotus US Bidco Inc. (Montagu Private Equity and Kohlberg affiliate) expired March 13, 2026, paving way for a Q3 2026 close, while the Acute Care and Interventional Urology sale to Intersurgical faces a delay after FTC Second Requests issued March 11, 2026, extending the HSR period with H2 2026 close still anticipated. Both transactions remain subject to other approvals and can close independently.

• ·Equity Purchase Agreements both dated December 9, 2025
• ·OEM HSR waiting period expired effective 11:59 p.m. ET on March 13, 2026
• ·FTC Second Requests received March 11, 2026, extend Acute Care/Urology HSR waiting period 30 days post-compliance

17-03-2026

Jefferson Capital, Inc.'s Board approved and ratified 2025 annual cash bonuses on March 11, 2025: $382,884 (100% of target) for CEO David Burton, totaling $3,795,973; $247,202 (86% of target) for Mark Zellmann, totaling $1,062,184; and $208,864 in performance-based commissions for Chief Commercial Officer Penelope Person (including $97,872 for Q4), totaling $633,060. This updates the 2025 Summary Compensation Table originally filed in the January 5, 2026 prospectus, where these incentive amounts were not yet determined.

• ·Prospectus filed January 5, 2026 (Registration Statement No. 333-292576) originally omitted 2025 bonuses and Q4 commissions.
• ·Company is an emerging growth company.
• ·Common stock (JCAP) registered on Nasdaq Global Select Market, $0.0001 par value.

17-03-2026

On March 12, 2026, Anthony Bacos, Chief Product and Technology Officer of Stitch Fix, Inc., notified the company of his intention to retire, effective August 1, 2026. The 8-K filing was submitted on March 17, 2026, under Item 5.02 for officer departure. No successor has been named in the filing.

• ·Stitch Fix, Inc. is incorporated in Delaware with I.R.S. Employer Identification No. 27-5026540 and principal offices at 1 Montgomery Street, Suite 1500, San Francisco, California 94104.
• ·Class A common stock trades under symbol SFIX on Nasdaq Global Select Market.

17-03-2026

Meshflow Acquisition Corp (MESHU), a SPAC, reported total assets of $347.0M as of December 31, 2025, primarily from $345.7M held in the Trust Account (34.5M Class A shares at $10.02 redemption value) following its IPO. For the period from inception (July 22, 2025) through year-end, the company achieved net income of $0.55M, driven by $0.70M interest income that offset a $0.15M operating loss. However, shareholders' deficit stood at $13.5M due to accretion of redeemable shares and transaction costs, with cash outside the Trust at only $1.16M.

• ·IPO proceeds from sale of Units, net of underwriting discounts: $339.0M
• ·Proceeds from Private Placement Warrants: $8.0M
• ·Net cash used in operating activities: $(0.23M)
• ·Net cash used in investing activities (Trust investment): $(345.0M)
• ·Net cash provided by financing activities: $346.4M

17-03-2026

Farmer Bros. Co. filed a preliminary proxy statement (PREM14A) for a virtual special stockholder meeting on May 1, 2026, at 11:00 a.m. Central Time, to vote on adopting the March 3, 2026, merger agreement with Royal Cup, Inc., and Merger Sub, making Farmer Bros. a wholly-owned subsidiary; an advisory vote on merger-related executive compensation; and an adjournment proposal if needed. The board unanimously recommends voting FOR all proposals, with supporting stockholders holding 22.1% of shares committed via voting agreements to vote in favor. Record date is March 19, 2026; no other business will be conducted.

• ·Proxy revocation: new proxy by internet/telephone no later than 11:59 p.m. ET on April 30, 2026, or new proxy card received before meeting, or written notice at virtual meeting.
• ·Quorum: holders of majority of outstanding common shares entitled to vote.
• ·All proposals are non-routine; broker non-votes have same effect as votes against merger proposal.
• ·Technical support for virtual meeting available from 10:45 a.m. CT on May 1, 2026.

17-03-2026

On March 13, 2026, Braemar Hotels & Resorts Inc. entered into a Limited Waiver under its Fifth Amended and Restated Advisory Agreement with Braemar Hospitality Limited Partnership, Braemar TRS Corporation, Ashford Inc., and Ashford Hospitality Advisors LLC, permitting the Company to award cash incentive compensation to Advisor employees during the first and second fiscal quarters of 2026 at its own expense. The Company also adopted two Forms of Deferred Cash Award on the same date. No financial impacts or performance metrics were disclosed.

• ·Advisory Agreement originally dated April 23, 2018
• ·Limited Waiver attached as Exhibit 10.2
• ·Forms of Deferred Cash Award attached as Exhibits 10.3 and 10.4
• ·Filing submitted on March 17, 2026

17-03-2026

On March 13, 2026, Ashford Hospitality Trust, Inc. entered into a Limited Waiver under its Third Amended and Restated Advisory Agreement with Ashford Hospitality Limited Partnership, Ashford TRS Corporation, Ashford Inc., and Ashford Hospitality Advisors LLC, permitting cash incentive compensation awards to Advisor employees during Q1 and Q2 2026 at the Company's expense. The Company also adopted a Form of Deferred Cash Award. No specific financial amounts or performance metrics were disclosed.

• ·Advisory Agreement originally dated March 12, 2024
• ·Waiver Period: first and second fiscal quarters of calendar year 2026
• ·Filing signed by Jim Plohg on March 17, 2026

17-03-2026

New Fortress Energy Inc. announced that its audited financial statements for years ended December 31, 2024 and 2023, and unaudited interim statements for 2024 and 2025 quarters, should no longer be relied upon due to errors in cash flow classification from delayed vendor payments on development projects, requiring restatement in the 2025 Annual Report on Form 10-K. The company identified additional material weaknesses in internal control over financial reporting as of December 31, 2024, with remediation plans to be detailed in the upcoming filing. On March 17, 2026, the company entered a Restructuring Support Agreement for comprehensive restructuring of its principal funded debt obligations amid ongoing creditor discussions.

• ·Errors require reclassification of certain capital expenditure payments from investing to financing activities in cash flow statements.
• ·Restatement also corrects capitalization of interest and other insignificant errors in 2025 quarters.
• ·Discussions on restructuring held confidentially with 2029 New Notes Noteholder Group, Term Loan B Group under October 30, 2023 Credit Agreement, Revolving Lender Group under April 15, 2021 Credit Agreement, and Legacy Noteholders.
• ·2025 Annual Report to be filed as soon as practicable.

17-03-2026

For the three months ended January 31, 2026, revenue increased 122% YoY to $1.38M driven by $1M from new recyclable e-waste sales, however gross profit declined 66% to $83,655 amid higher cost of revenue, leading to an operating loss of $552k and net loss of $548k from continuing operations versus prior profit. Over nine months, revenue rose 93% YoY to $1.47M but net loss widened to $4.16M including discontinued operations impact. Total assets fell sharply 81% to $2.76M from $14.94M primarily due to disposal of discontinued operations, while stockholders' equity decreased 54% to $2.31M.

• ·Cash and cash equivalents declined to $295,826 from $871,009.
• ·Operating expenses for three months surged to $635k from $161k, driven by $635k G&A.
• ·Net cash used in operating activities for nine months was $1.10M versus $0.28M prior year.
• ·Issued 3,140,800 common shares raising $1.41M.
• ·Discontinued operations assets and liabilities removed, with $250k cash from subsidiary disposal.
• ·Food and beverage revenue declined 41% YoY to $340k for three months; consulting flat at ~$44k.

17-03-2026

Infinity Natural Resources, Inc. (INR) filed an 8-K/A amendment on March 17, 2026, to provide audited financial statements and pro forma information for the Antero Acquisitions completed on February 23, 2026, involving upstream oil and gas assets in Ohio for approximately $800 million and midstream assets for $400 million. The filing includes financials for Utica Shale properties of Antero Resources Corporation and Antero Midstream Corporation for years ended December 31, 2024 and 2025, along with unaudited pro forma combined financials as if the acquisitions occurred on January 1, 2025. No performance declines or flat metrics are detailed in the filing text.

• ·Purchase agreements dated December 5, 2025.
• ·Upstream Assets located in the State of Ohio; Midstream Assets in Belmont, Guernsey, Monroe, Noble and Washington counties, Ohio.
• ·Date of earliest event reported: February 18, 2026.
• ·Exhibits include consents from KPMG LLP, audited financial statements (Exhibits 99.1 and 99.2), and pro forma info (Exhibit 99.3).