S&P 500 Consumer Staples Sector SEC Filings — April 24, 2026

24-04-2026

Wheels Up Experience Inc. appointed Erik Snell, Delta Air Lines' EVP and CFO, to its Board as a Delta designee, replacing Dan Janki, Delta's EVP and COO. Independent director Timothy Armstrong will retire at the June 2026 Annual Meeting after two three-year terms, with Roger Farah, experienced leader from Tiffany & Co., Tory Burch, and Ralph Lauren, expected to be nominated as his successor. These changes underscore the strengthened strategic partnership with Delta and add premium brand scaling expertise to support Wheels Up's transformation.

• ·Erik Snell previously served on Wheels Up Board from July 2021 to September 2023 and as President of Delta Private Jets prior to its acquisition by Wheels Up.
• ·Roger Farah served as director of Aetna from 2007 until its 2018 merger with CVS Health; currently director of CVS Health (ending May 2026) and The Progressive Corporation.
• ·Wheels Up to file additional 8-K and definitive proxy statement on Schedule 14A on April 24, 2026, with biographical details.
• ·Annual Report on Form 10-K for year ended December 31, 2025, filed March 10, 2026.

24-04-2026

Honeywell reports significant progress on its portfolio transformation, including completion of the Solstice Advanced Materials spin on October 30, 2025, and the Honeywell Aerospace spin now expected in 3Q 2026 (June 29 date), alongside bolt-on acquisitions like the $840M Quantinuum capital raise at $10B pre-money valuation and divestitures such as PPE sale in May 2025. The 2026 proxy seeks approval for director elections, say-on-pay (noting 2023-2025 PSU payout at 59% of target due to misses on segment margin (68.8%), ROI (70%), and relative TSR (0%)), Deloitte as auditors, and a 1-for-2 reverse stock split, while recommending against a shareholder proposal for written consent. Post-Aerospace spin, Honeywell will realign into three segments: Building Automation (~$7B sales), Process Automation & Technology (~$6B sales), and Industrial Automation.

• ·Board recommends FOR Proposals 1-4 (directors, exec comp, auditors, 1-for-2 reverse stock split) and AGAINST Proposal 5 (written consent)
• ·11 of 12 directors independent; 9 of 12 have CEO experience; 5 of 12 ethnically/racially diverse
• ·2026 LTI simplified to 50% options/50% RSUs with 4-year vesting and 1-year hold; one-time separation awards to CEO/NEOs
• ·Shareowners holding 15% can already call special meetings
• ·New reporting segments start Q1 2026: Aerospace Technologies, Building Automation, Process Automation & Technology, Industrial Automation

24-04-2026

JPMorgan Chase & Co. filed an 8-K on April 24, 2026, under Item 5.03, disclosing its Bylaws as amended by the Board of Directors, effective April 21, 2026 (with prior amendments effective September 12, 2025). The updated Bylaws govern stockholder meetings (annual on third Tuesday in May, special meetings callable by Board, Chair, CEO, Lead Independent Director, Vice Chair, President, or stockholders with 20% Net Long Shares), Board structure, committees, officers, indemnification, and other corporate matters. No financial impacts or performance metrics are disclosed.

• ·Annual stockholder meeting: third Tuesday in May each year (or next business day if holiday), or as fixed by Board.
• ·Special Meeting Requests must include specific purposes, stockholder information per Section 1.09, Net Long Shares documentation, and acknowledgment of reductions revoking requests.
• ·Net Long Shares defined per Rule 14e-4 under Exchange Act, adjusted for voting rights, hedges, and affiliates acting in concert.
• ·Bylaws cover Board (number, vacancies, meetings, quorum), committees (Executive, Audit, others), officers (Chair, CEO, Vice Chair, President, CFO, etc.), indemnification, fiscal year, and emergency provisions.

24-04-2026

Artificial Intelligence Technology Solutions, Inc. (AITX) filed an 8-K on April 24, 2026, announcing the issuance of a press release titled 'AITX's RAD Wins 16 Unit ROSA Order for Multi-Site Construction Deployment.' The press release, attached as Exhibit 99.1, highlights a new order for 16 ROSA units from RAD for deployment across multiple construction sites, signaling demand for AITX's AI security solutions.

• ·Filing under Items 8.01 (Other Events) and 9.01 (Exhibits)
• ·Information furnished, not filed, per Item 8.01

24-04-2026

Q Fund Management (Hong Kong) Ltd filed its 13F-HR report for the period ended March 31, 2026, disclosing equity holdings totaling $106,531,794 across 33 positions, all held with sole voting authority. Top holdings include Alphabet Inc Cap Stk Cl C at $22,876,020 (72,900 shares), Tesla Inc at $14,705,844 (32,700 shares), Coherent Corp at $11,033,779 (59,781 shares), Robinhood Markets Inc at $9,541,682 (84,365 shares), and Micron Technology Inc at $8,876,251 (31,100 shares). The portfolio shows concentration in technology, semiconductors, and cryptocurrency ETFs such as iShares Bitcoin Trust ($2,581,800, 52,000 shares) and VanEck Bitcoin ETF ($791,360, 32,000 shares).

• ·All positions held with sole voting authority (SH SOLE) and no shared or other authority.
• ·Firm located at Unit 1602, 16/F Infinitus Plaza, 199 Des Voeux Road Central, Hong Kong.
• ·Report filed April 24, 2026, covering period as of March 31, 2026.
• ·Additional notable holdings: AppLovin Corp ($539,056, 800 shares), Ivanhoe Electric Inc ($399,500, 25,000 shares), TeraWulf Inc ($275,760, 24,000 shares).

24-04-2026

Mobile Global Esports Inc. appointed Rodney Lewis, a Certified Public Accountant with over 20 years of experience, as Chief Financial Officer effective April 23, 2026, via a Contractor’s Agreement with an indefinite term terminable on 14 days' notice. Compensation includes 1,500,000 stock options exercisable at $0.017 per share, reimbursement for CPA fees and expenses, and potential participation in benefit plans. Mr. Lewis is the first cousin of Chairman Marco Welch, with no reportable related party transactions under Item 404(a).

• ·Agreement includes customary confidentiality, non-disclosure, and indemnification provisions governed by Connecticut law.
• ·Company maintains D&O insurance covering the CFO.
• ·No arrangement or understanding with other persons for Mr. Lewis's appointment.

24-04-2026

DeLarme Wealth Management, Inc. filed its 13F-HR report on April 24, 2026, disclosing 63 holdings in stocks and ETFs as of March 31, 2026, all held with sole voting authority and no shared or none voting power. Top positions include Vanguard Index FDS Value ETF at $20,109,273 (102,494 shares), Dimensional ETF Trust Intl Core Eqt Mk at $15,614,844 (400,792 shares), and Dimensional ETF Trust Core Fixed Incom at $10,969,931 (259,828 shares). No period-over-period changes or performance metrics are provided in the filing.

• ·Filer CIK: 0002070361
• ·State of incorporation: CA
• ·Business address: 2550 Via Tejon Suite 3A, Palos Verdes Estates, CA 90274
• ·All holdings reported as SH SOLE with sole voting authority
• ·No put/call options or other investment discretion noted

24-04-2026

Carmel Capital Management L.L.C. filed its 13F-HR report disclosing holdings as of March 31, 2026, with a total portfolio value of $349,186,057 across 25 positions. Top holdings include Broadcom Inc. ($43,800,308), Vistra Corp. ($38,320,470), and Applied Materials Inc. ($30,367,358), representing a focus on technology and energy sectors. No prior period comparisons or changes in holdings are detailed in this filing.

• ·Filing date: April 24, 2026
• ·Report period end: March 31, 2026
• ·Other notable holdings: JPMorgan Chase & Co ($18,267,042), ASML Holding NV ($18,442,749), KLA Corp ($17,649,779)

24-04-2026

Procter & Gamble reported fiscal 2026 Q3 net sales of $21.2 billion, up 7% YoY, with organic sales up 3% driven by 2% volume growth and 1% pricing; Beauty (+7% organic) and Fabric & Home Care (+3% organic) performed strongly, but Grooming (+1% organic on pricing despite -2% volume) and Health Care (+2% organic despite -2% volume) showed weakness. Diluted EPS rose 6% to $1.63 and core EPS 3% to $1.59, though reported gross margin fell 150 bps, core gross margin 100 bps, and core operating margin 80 bps due to unfavorable mix, reinvestments, tariffs, and costs. The company maintained FY26 guidance but noted EPS toward the lower end amid $550M after-tax headwinds from commodities and tariffs.

• ·Adjusted free cash flow productivity of 82%.
• ·FY26 guidance: all-in sales growth 1-5% (FX/acq/div ~+1ppt tailwind), organic sales 0-4%, diluted EPS growth 1-6% on FY25 $6.51 base ($6.56-$6.90 range implied), core EPS 0-4% on FY25 $6.83 base ($6.83-$7.09).
• ·FY26 headwinds: $0.25/share total (commodities $150M AT, tariffs $400M AT, interest/tax -$250M AT, FX +$200M AT); increasing investments in innovation/demand creation.
• ·Capital spending 4-5% of FY26 net sales; adjusted FCF productivity 85-90%.
• ·70th consecutive annual dividend increase.
• ·Currency-neutral core EPS unchanged at $1.54.

24-04-2026

Intel reported Q1 2026 net revenue of $13,577 million, up 7.2% YoY from $12,667 million, driven by Intel Products (+8.7% to $12,779 million, with DCAI +22.5%) and Intel Foundry (+16.2% to $5,421 million); however, restructuring charges of $4,070 million resulted in an operating loss of $3,136 million (vs. $301 million loss prior year) and net loss attributable to Intel of $3,728 million (vs. $821 million). Gross profit improved 14.5% to $5,347 million amid higher revenue, while operating cash flow rose to $1,096 million from $813 million.

• ·Total assets decreased to $205,332 million from $211,429 million QoQ.
• ·Cash, cash equivalents, and restricted cash increased to $17,695 million from $14,712 million YoY.
• ·Additions to property, plant, and equipment were $3,636 million in investing activities.
• ·Non-controlling interests net income (loss) of $(553) million.

24-04-2026

Chicago Capital, LLC disclosed 355 equity positions totaling $3708720815 in market value as of March 31, 2026, in its quarterly 13F-HR filing submitted on April 24, 2026. Top holdings include Alphabet Inc. Cap Stk Cl A ($187760961), Meta Platforms Inc. Cl A ($162413204), Amazon.com Inc. ($153486043), Apple Inc. ($114918019), and Microsoft Corp. ($113538407), with all positions held solely. The portfolio shows no period-over-period changes as prior quarter data is unavailable in this filing.

• ·All holdings reported with sole voting and investment discretion
• ·Minor call option positions include 1 share Alphabet Inc Cl A and 1 share AT&T Inc
• ·Portfolio address: 135 S Lasalle St Suite 4200, Chicago IL 60603

24-04-2026

ELCO Management Co., LLC filed its 13F-HR on April 24, 2026, disclosing 181 equity positions totaling 208412247 (in $000s) as of March 31, 2026. Top holdings by value include Cheniere Energy Inc. COM NEW at 13069134 ($13.1B), Energy Transfer L P at 9603281 ($9.6B), Apple Inc. COM at 7476400 ($7.5B), Alphabet Inc. CLASS C at 7232027 ($7.2B), and NVIDIA Corp. COM at 5423142 ($5.4B). No prior period data or performance changes are provided in the filing.

• ·Filing period end date: 2026-03-31
• ·Filed as of date: 2026-04-24
• ·Predominantly SOLE and DFND ownership designations across holdings
• ·Portfolio spans sectors including energy (e.g., Energy Transfer, Cheniere), technology (e.g., Apple, NVIDIA), utilities, banking, and ETFs

24-04-2026

Chelsea Counsel Co, based in Woodland Hills, CA, filed its 13F-HR on April 24, 2026, disclosing $232837247 in total holdings value across 241 positions as of March 31, 2026. The portfolio features significant allocations to technology stocks including Apple Inc. (24630409 value, 90600 shares), Alphabet Inc. Cap Stk Cl C (13982928 value, 44560 shares), Alphabet Inc. Cap Stk Cl A (12128543 value, 38749 shares), and Microsoft Corp. (10178993 value, 21048 shares), alongside energy, healthcare, and ETF exposures. All positions are held with sole investment discretion.

• ·Filing CIK: 0001276755
• ·SEC File Number: 028-10847
• ·Business phone: 2134359009
• ·Period end date: 03-31-2026
• ·Filed as of date: 04-24-2026

24-04-2026

Xcel Brands, Inc. filed an S-1/A amendment on April 24, 2026, to register 13,628,865 shares of common stock (227% of its 6,014,071 outstanding shares as of April 17, 2026) for resale by selling stockholders, including shares from a $15.0 million committed equity financing line with White Lion Capital, LLC, and a December 2025 private placement. While providing liquidity for prior investors and potential capital access for the company, the filing explicitly warns that actual or perceived sales could cause a significant decline in the stock price, which closed at $2.22 per share on April 22, 2026.

• ·Common Stock listed on Nasdaq Capital Market under symbol 'XELB'
• ·Private Placement closed on December 18, 2025, pursuant to Securities Purchase Agreement dated December 17, 2025
• ·Common Stock Purchase Agreement with White Lion dated January 21, 2026
• ·Placement Agency Agreement with Wellington Shields dated December 17, 2025
• ·Company classified as smaller reporting company and non-accelerated filer

24-04-2026

Elevate Capital Advisors, LLC filed a 13F-HR report disclosing 72 positions with a total market value of $154608836 as of March 31, 2026. The portfolio features diversified holdings across technology stocks like Apple (9546 shares), Amazon (14667 shares), and Alphabet (7965 shares), as well as significant allocations to fixed income ETFs such as iShares 1-5 Year Investment Grade Corporate Bond ETF (346029 shares) and physical gold trusts like Sprott Physical Gold Trust (227397 shares). The report was signed by Kenneth A. Armstrong, Chief Executive Officer.

• ·Portfolio includes cryptocurrency-related ETFs such as iShares Bitcoin Trust (35045 shares) and Franklin Templeton Digital H Bitcoin ETF (23876 shares).
• ·Other notable holdings: Prime Medicine Inc (151069 shares), Joby Aviation Inc (30413 shares).

24-04-2026

Blue Moon Metals Inc. reported total assets of $254,098,193 as of December 31, 2025, a 685% increase from $32,372,944 in 2024, driven by acquisitions of Nussir ($89,940,936 for 93.55% share), NSG ($20,148,644 net), and REAS, alongside $109,489,871 in net financing proceeds that boosted cash to $92,811,289. However, the company posted a net loss of $38,772,860 in 2025 versus $495,756 in 2024, with general exploration expenses surging to $32,679,617 from $448,762, leading to $29,569,179 cash used in operations. Shareholders' equity expanded to $225,007,768 from $4,456,786, but loss per share rose to $0.72 from $0.14 amid share count growth to 80,867,521.

• ·Cash used in investing activities $17,519,094 in 2025 primarily for acquisitions.
• ·Weighted average shares outstanding 51,778,782 in 2025 vs 3,575,832 in 2024.
• ·Non-controlling interest $4,347,210 as of Dec 31 2025.
• ·Debt and lease liabilities $15,643,080 total (current + non-current) as of Dec 31 2025.

24-04-2026

Sumitomo Mitsui DS Asset Management Company, Ltd filed a 13F-HR reporting $12,363,691,567 in total value across 770 U.S. equity positions as of March 31, 2026. Top holdings include Apple Inc. with $591,659,612 (2,331,296 shares), Amazon.com Inc. with $336,098,837 (1,613,765 shares), and Alphabet Inc. Class A with $292,467,499 (1,017,066 shares). All positions are held with sole voting authority.

• ·Filing submitted on April 24, 2026 for period ending March 31, 2026
• ·All 770 positions held as sole discretionary with sole voting authority (SH SOLE)

24-04-2026

Sibanye Stillwater reported FY2025 revenue of R129,677M, up 15.6% YoY from R112,129M, with Adjusted EBITDA surging 188.9% to R37,800M and net cash from operating activities more than doubling to R21,407M from R10,113M. Headline earnings per share improved significantly to 244 cents from 64 cents, supporting a dividend payout of 131 cents per share, while the share price ended the year at R60.50 versus R14.98. However, the group incurred a net loss attributable to owners of R5,171M (improved from R7,297M), and production volumes declined sharply in US PGM operations to 284k 2Eoz from 426k (-33.3%) and in SA gold operations to 632koz from 705koz (-10.4%).

• ·Net debt to Adjusted EBITDA ratio improved to 0.59 from 1.79
• ·Total capital expenditure across operations: R14,338M (down from prior year levels in some segments)
• ·Average exchange rate R17.88/US$, closing rate R16.57/US$
• ·Ordinary share price high R64.70, low R14.08

24-04-2026

Kontoor Brands, Inc. amended and restated its bylaws effective April 23, 2026, as filed in an 8-K on April 24, 2026 under Items 5.03, 5.07, 8.01, and 9.01. The updates detail shareholder meeting procedures, including provisions for remote communication participation and voting, quorum requirements (majority of outstanding shares entitled to vote), notice periods (10-60 days), and proxy rules (valid for up to 11 months). No material financial impacts or performance metrics are disclosed.

• ·Quorum for shareholder meetings: presence of holders of a majority of outstanding shares entitled to vote
• ·Special meetings callable solely by Chairman of the Board, CEO, or Board resolution
• ·Proxy solicitation by shareholders must use non-white proxy cards
• ·Remote meetings require verification of shareholder identity and real-time participation opportunity
• ·Shareholders' list available for inspection 2 business days after notice

24-04-2026

Philip Morris International Inc. (PMI) reported Q1 2026 net revenues of $10,146 million, up 9.1% YoY from $9,301 million, with gross profit increasing 10.1% to $6,905 million and operating income rising 9.8% to $3,893 million. However, net earnings attributable to PMI declined 9.4% YoY to $2,438 million from $2,690 million, and diluted EPS fell to $1.56 from $1.72, primarily due to a $403 million loss from equity investments and securities versus a $205 million gain in Q1 2025. Operating cash flow remained negative at $(399) million, slightly worse than $(350) million YoY.

• ·Short-term borrowings surged to $5,693 million at March 31, 2026 from $168 million at December 31, 2025.
• ·Dividends declared at $1.47 per share in Q1 2026, up from $1.35 per share in Q1 2025.
• ·Total stockholders’ deficit improved to $(7,300) million at March 31, 2026 from $(8,028) million at December 31, 2025.

24-04-2026

WiMi Hologram Cloud Inc. (WIMI) reported total assets of $513,347,605 as of December 31, 2025, up 68% from RMB 2,152,359,764 in 2024, bolstered by cash rising to $186,941,826 (+23% YoY) and short-term investments surging to $293,480,907. However, revenues fell 22% YoY to $60,073,613, with gross profit down 29% to $15,502,931 and AR entertainment/semiconductor segments at zero revenue; operating loss widened slightly to $5,498,681 despite net income jumping to $49,384,817 on $55,926,561 other income. Legal risks include breaches by Joyous JD Limited in Yolanda/Venus investments and a MicroAlgo lawsuit.

• ·Operating cash flow $16,749,993 in 2025, down from RMB 532,904,757 in 2024.
• ·Net cash used in investing activities $124,505,609 in 2025.
• ·Convertible notes payable increased to $26,282,656 as of Dec 31 2025.
• ·Goodwill impairment loss of RMB 243,334,346 in 2023; none in 2024/2025.
• ·Property and equipment, net declined to $10,357,380.

24-04-2026

Charter Communications reported Q1 2026 revenues of $13,597 down 1.0% YoY from $13,735, with declines in video revenue (-9.1% to $3,252) and residential internet (-1.3% to $5,852), though mobile service grew 15.1% to $1,052 and advertising sales rose 5.3% to $358. Net income attributable to shareholders decreased 4.5% to $1,163 from $1,217, but basic EPS increased 7.9% to $9.27 due to share repurchases reducing shares outstanding; operating cash flow rose 1.6% to $4,304.

• ·Total assets increased to $154,644M from $154,213M at year-end 2025.
• ·Long-term debt rose to $94,414M from $94,006M.
• ·Cash and cash equivalents up to $517M from $477M.
• ·Shareholders' equity for Charter increased to $16,385M from $16,054M.

24-04-2026

Mobileye Global Inc. (MBLY) has filed Definitive Additional Proxy Materials (DEFA14A) for its 2026 Annual Meeting of stockholders, scheduled virtually on June 18, 2026 at 10:00 a.m. ET. Key voting items include the election of nine director nominees, ratification of Kesselman & Kesselman (a PwC member firm) as the independent registered public accounting firm for 2026, and an advisory vote to approve executive compensation. Proxy materials are available online at www.ProxyVote.com, with voting deadline of June 17, 2026 at 11:59 p.m. ET.

• ·Meeting attendance virtually at www.virtualshareholdermeeting.com/MBLY2026
• ·Requests for paper/email copies of materials must be made by June 4, 2026 via www.ProxyVote.com, 1-800-579-1639, or sendmaterial@proxyvote.com
• ·Board recommends 'For' on all proposals

24-04-2026

Mitchell McLeod Pugh & Williams Inc filed its 13F-HR disclosing total holdings valued at $677,609,247 across 360 positions as of March 31, 2026. Top holdings include Apple Inc. (combined value $30,962,477), NVIDIA Corporation (combined $16,126,499), and Microsoft Corp. (combined $15,935,946), alongside significant ETF positions such as PACER FDS TR US CASH COWS 100 ($9,456,535). The filing provides a static snapshot of the portfolio with no period-over-period changes or performance metrics reported.

• ·Filing submitted from Mobile, AL; business address: 2610 Dauphin Street, Mobile, AL 36606
• ·Report covers period ending 03-31-2026; filed 04-24-2026
• ·Primarily sole discretionary holdings with some other manager (OTR) positions

24-04-2026

Berkeley, Inc., an investment manager based in Boise, ID, filed its 13F-HR report for the quarter ended March 31, 2026, disclosing a portfolio of 81 holdings with a total market value of $298,055,575. The portfolio is heavily weighted toward ETFs, including top positions in Invesco Exchange Traded Fund Trust II S&P International Quality ETF ($23,267,204), ETF Series Solutions Distillate US Fundamental Index ETF ($21,040,637), and Visa Inc. ($15,890,359), alongside individual stocks such as Alphabet Inc. ($10,010,168) and Amazon.com Inc. ($8,060,049). No prior period data is available in this filing for comparison.

• ·Report filed on April 24, 2026, covering period ended March 31, 2026
• ·All holdings reported with sole investment discretion
• ·Portfolio includes significant allocations to international and value-oriented ETFs

24-04-2026

Franklin, Parlapiano, Turner & Welch, LLC filed its 13F-HR disclosing 55 equity holdings totaling $419697145 as of March 31, 2026. Top holdings include Vanguard S&P 500 ETF at $72690387 (111614 shares, +58.9% QoQ shares) and iShares FTSE Nareit Residential Plus Capped Index ETF at $42193855 (478333 shares, +40.0% QoQ shares), reflecting broad increases across major positions. However, Alphabet Inc (Google) shares remained flat at 2540.

• ·Filing date: April 24, 2026
• ·Report period end: March 31, 2026
• ·All holdings held with sole investment discretion
• ·New positions include Eli Lilly & Co (594 shares), Caterpillar Inc (500 shares), and Micron Technology (503 shares)

24-04-2026

The JPMBB Commercial Mortgage Securities Trust 2015-C32 failed to make a required distribution to Certificateholders on the April 17, 2026 Distribution Date, as reported under Item 6.04. However, following notification on April 21, 2026, of funds from the late payoff of the Premiere Place Mortgage Loan (Loan Number 27), an additional principal payment of $8,866,050.29 was made to Class A-5 Certificateholders on April 23, 2026. This event highlights an initial distribution shortfall remedied shortly thereafter.

• ·Prospectus supplement filed October 29, 2015 pursuant to Rule 424(b)(5), referencing Loan Number 27 on Annex A-1
• ·Certificate Administrator notified by Master Servicer on April 21, 2026

24-04-2026

Applied Optoelectronics, Inc. (AAOI) has issued its 2026 Proxy Statement for the Annual Meeting on June 4, 2026, proposing the election of two Class I directors (Che-Wei Lin and Robert Flanagan), ratification of Grant Thornton LLP as independent auditors for fiscal year ending December 31, 2026, advisory approval of named executive officer compensation, amendment to the Certificate of Incorporation to clarify voting standards for certain future amendments, approval of the 2026 Equity Incentive Plan, and an adjournment proposal if needed; the Board recommends voting FOR all items. The company highlights its market cap of $11.7B, 4,800 employees across 3 countries, and monthly manufacturing capacity exceeding 1.2M semiconductor chips, 270K optical transceivers, and 75 amplifiers. Governance features include an independent compensation committee, no hedging/pledging, clawback policy, and stock ownership guidelines.

• ·Annual Meeting location: 13139 Jess Pirtle Blvd., Sugar Land, TX 77478 at 9:30 a.m. Central Time
• ·Over 300 end customers in 38 countries
• ·500+ employees in Texas
• ·Publicly traded on Nasdaq under AAOI
• ·Founded in 1997

24-04-2026

Kodiak AI, Inc. filed a DEFA14A Definitive Additional Materials proxy statement on April 24, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing indicates no fee was required and is marked as Definitive Additional Materials, not preliminary or soliciting material.

24-04-2026

Deluxe Corporation held its annual shareholders' meeting on April 23, 2026, with 37,762,269 shares represented, equating to 82.6% quorum of the 45,693,817 outstanding shares. All nine director nominees were elected, though Thomas J. Reddin received the highest withheld votes at 1,749,595, and other proposals including say-on-pay, Amendment No. 3 to the 2022 Stock Incentive Plan, and auditor ratification passed with strong majorities (e.g., 36,667,014 for PwC). No proposals failed, indicating solid shareholder support despite some notable opposition on compensation and certain directors.

• ·Director withheld votes: Thomas J. Reddin (1,749,595), Paul R. Garcia (888,804), John L. Stauch (873,997)
• ·Say-on-pay: 32,658,672 For, 1,070,976 Against, 117,257 Abstain
• ·Stock Incentive Plan amendment: 32,029,546 For, 1,715,185 Against, 102,174 Abstain
• ·Auditor ratification: 36,667,014 For, 970,096 Against, 125,159 Abstain

24-04-2026

Fidelity Private Credit Fund declared April 2026 gross distributions of $0.1750 per share across all share classes plus a $0.0160 variable supplemental distribution per share, payable on or about May 29, 2026. As of March 31, 2026, aggregate NAV stood at $1.3 billion with a $2.5 billion investment portfolio and $1.2 billion debt (0.87x debt-to-equity), while Q1 2026 net investment income was $0.57 per share (fully distributed) yielding a 1.71% total net return for Class I despite net unrealized losses of $0.15 per share and market headwinds including a 32% YoY decline in leveraged loan activity. The Fund outperformed leveraged loans and high yield bonds by 226 bps each, with total shares outstanding at 54.2 million from $1,382.3 million raised in ongoing offerings capped at $4.0 billion.

• ·Debt-to-equity ratio of 0.87 times as of March 31, 2026.
• ·NAV per share: Class I $24.95, Class S $24.93, Class D $24.95 as of March 31, 2026.
• ·Net realized and unrealized loss of $0.12 per share in Q1 2026; other unrealized loss of $0.03 per share on interest rate swap.
• ·Net distributions after fees: Class S $0.1573, Class D $0.1698 per share for April 2026.
• ·Class D total consideration approximately $12.7 thousand as of April 1, 2026.

24-04-2026

Lyell Immunopharma, Inc. (LYEL) filed a DEFA14A Definitive Proxy Statement on April 24, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing was made by the registrant with no fee required. No specific proposals, financial data, or additional details are provided in the filing header.

24-04-2026

Brixmor Property Group Inc. held its annual stockholder meeting on April 22, 2026, electing all nine director nominees with overwhelming majorities (ranging from approximately 94% to 99% votes in favor). Stockholders ratified the appointment of Deloitte & Touche LLP as independent auditors for 2026, approved executive compensation on an advisory basis (97% in favor), and favored annual frequency for future say-on-pay votes (95% for one year). No proposals failed, with opposition minimal across all items.

• ·Director election votes - Brian T. Finnegan: For 275,325,711; Against 2,532,230; Abstentions 69,114
• ·Director election votes - Michael Berman: For 268,071,030; Against 9,790,581; Abstentions 65,443
• ·Auditor ratification: Against 4,938,803; Abstentions 59,472; No broker non-votes
• ·Say-on-pay: Against 6,754,862; Abstentions 440,814
• ·Say-on-pay frequency: One Year 271,521,803; Two Years 221,241; Three Years 6,075,122; Abstentions 108,888
• ·Proxy statement filed March 11, 2026

24-04-2026

The Elmet Group Co. announced the pricing of its upsized initial public offering of approximately 8.6 million shares of common stock at $14.00 per share, generating $120.0 million in gross proceeds (net proceeds of approximately $109.0 million after expenses). The underwriters have a 30-day option to purchase up to an additional 1.3 million shares. Shares are expected to begin trading on Nasdaq Capital Market under ticker 'ELMT' on April 23, 2026, with closing on April 24, 2026; net proceeds will be used to repay debt, growth capital, working capital, and general corporate purposes.

• ·Underwriters: Cantor (lead book-running manager), Needham & Company and Canaccord Genuity (joint book-running managers), Roth Capital Partners (co-manager).
• ·Registration statement effective April 22, 2026.
• ·Elmet operates in Aerospace, Defense and Government, Industrial, Medical, Semiconductor and Electronics, and Energy industries.

24-04-2026

JELD-WEN Holding, Inc. held its 2026 Annual Meeting of Stockholders on April 22, 2026, with 73,916,623 shares voted (85.64% turnout of 86,305,141 entitled shares), electing all 10 director nominees with strong majorities (e.g., most over 66M votes for vs. ~1M withheld, though Bruce M. Taten had 64,203,449 for and 3,007,747 withheld). Stockholders approved the 2026 Omnibus Equity Plan (3 million share reserve), advisory vote on named executive officer compensation (61.9M for vs. 5.3M against), and ratification of PricewaterhouseCoopers LLP as 2026 independent auditor (73.2M for). All proposals passed decisively with no significant opposition beyond broker non-votes of 6,705,427.

• ·Proposal 2 (executive comp): 61,902,689 For, 5,286,230 Against, 22,277 Abstentions
• ·Proposal 3 (auditor ratification): 73,226,917 For, 641,414 Against, 48,292 Abstentions
• ·Proposal 4 (Equity Plan): 62,040,846 For, 4,851,190 Against, 319,160 Abstentions

24-04-2026

Stellus Capital Investment Corporation (SCM) has filed DEFA14A definitive additional proxy materials for its shareholder meeting scheduled for June 16, 2026. Shareholders are directed to view materials and cast votes online via https://web.viewproxy.com/SCM/2026 using a unique control number. No financial data or performance metrics are disclosed in this filing.

• ·Filing date: April 24, 2026
• ·Shareholder meeting date: June 16, 2026
• ·Online portal: https://web.viewproxy.com/SCM/2026

24-04-2026

Climb Global Solutions, Inc.'s DEF 14A proxy statement details 2025 executive compensation, including RSU and PSU grants with grant date fair values up to $1,468,420 for CEO Dale Foster and maximum PSU values increasing YoY from $810,012 in 2023 awards to $1,321,578 in 2025 awards (41% and 16% growth respectively). However, executives Andrew Clark and Vito Legrottaglie departed in early 2025, forfeiting most awards but receiving accelerated vesting on select RSUs/PSUs and post-employment payments totaling $94,954 and $63,417. At year-end 2025, named executives held significant unvested equity, with Foster's totaling $6,707,253 in market value at $25.70/share.

• ·Andrew Clark departed January 10, 2025; received accelerated vesting of 19,556 RSUs and 29,424 PSUs.
• ·Vito Legrottaglie departed June 13, 2025; received accelerated vesting of 7,228 RSUs and 11,020 PSUs.
• ·Severance Plan tiers: Tier 1 (e.g., 24 months base salary in CIC), Tier 2 (18 months), Tier 3 (6 months outside CIC).
• ·PSU performance periods: 2025 awards vest end of 2027; reported at target probable, max per SEC for outstanding.

24-04-2026

Climb Bio, Inc. has issued a DEFA14A filing notifying stockholders of the availability of proxy materials for the Annual Meeting on June 5, 2026, with record date of April 7, 2026. Key proposals include the election of two Class II directors (Alexander (Bo) Cumbo and Douglas Williams, Ph.D.) for three-year terms, ratification of PricewaterhouseCoopers LLP as independent auditors for FY ending December 31, 2026, amendment to the Certificate of Incorporation regarding director removal for cause, and amendment to the 2021 Equity Incentive Plan to include prefunded warrants in share pool calculations. The Board recommends voting FOR all proposals.

• ·Stockholders of record as of April 7, 2026, are eligible to vote.
• ·Proxy materials available via www.investorelections.com/CLYM, phone 1-866-648-8133, or email paper@investorelections.com using 12-digit control number.
• ·Directors elected to serve until 2029 Annual Meeting.

24-04-2026

Keurig Dr Pepper Inc. (KDP) issued a DEFA14A filing as a proxy statement notice for its Annual Meeting of Stockholders on June 16, 2026, for record holders as of April 20, 2026. The meeting agenda includes Proposal 1 to elect nine director nominees, Proposal 2 for advisory approval of executive compensation, Proposal 3 to ratify Deloitte & Touche LLP as independent auditors for fiscal year 2026, and Proposal 4 to approve the Omnibus Stock Incentive Plan of 2026. The Board of Directors recommends a FOR vote on all proposals.

24-04-2026

Harmonic Inc. (HLIT) filed a Definitive Proxy Statement (DEFA14A) with the SEC on April 24, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing was made by the registrant with no fee required. No specific proposals, financial data, or voting matters are detailed in the provided filing header.

24-04-2026

Todd M. Hornbeck of Hornbeck Offshore sent an all-employee email to Helix Energy Solutions Group, Inc. employees, expressing excitement about the proposed merger and highlighting the complementary strengths, shared values, and potential to create one of the world’s largest high-spec offshore services companies with over 75 years of combined operating history. The merger will expand capabilities in well intervention, decommissioning, robotics, trenching, subsea services, flotel services, and marine transportation across oil & gas, renewables, military defense, and other markets. The transaction is expected to close in the second half of 2026, subject to approvals and conditions, with integration planning already underway while companies operate independently until closing.

• ·Companies to operate independently until transaction closes in H2 2026, subject to regulatory and shareholder approvals.
• ·Helix to file Form S-4 registration statement including proxy statement/prospectus.
• ·References Helix's 10-K for FY ended Dec 31, 2025 (filed Feb 26, 2026), subsequent 10-Qs, and 2026 proxy statement (filed Apr 1, 2026).