S&P 500 Energy Sector SEC Filings — April 29, 2026

29-04-2026

John Marshall Bancorp reported net income of $6.1 million for Q1 2026, up 26.8% YoY from $4.8 million and 3.1% QoQ from $5.9 million, with diluted EPS at $0.43, up 26.5% YoY. Net interest income rose 17.1% YoY to $16.5 million, NIM expanded 29 bps YoY to 2.87% and 14 bps QoQ, while core deposits and loans grew 3.4% and 5.5% YoY respectively; however, total loans declined 0.3% annualized QoQ to $1.97 billion, interest-bearing deposits fell 2.6% annualized QoQ, and one SBA loan of $984 thousand was placed on non-accrual. Total assets reached $2.35 billion, asset quality remained strong with no charge-offs, and the Bank maintained a 16.5% total risk-based capital ratio.

• ·Quarterly cash dividend declared at $0.09 per share, payable June 3, 2026, representing 20% increase over 2025 annual dividend.
• ·Share repurchases: 103,507 shares at weighted average price of $19.69 during Q1 2026.
• ·Liquidity position: $881.0 million (37.5% of total assets) as of March 31, 2026.
• ·Uninsured/uncollateralized deposits: $724.6 million as of March 31, 2026.
• ·Fixed income securities portfolio: $213.8 million as of March 31, 2026, with 95.3% U.S. government guaranteed.
• ·No allowance for credit losses on held-to-maturity securities.
• ·Commercial real estate portfolios show weighted average LTV 41.7%-70.8% and DSCR 1.5x-3.7x across sub-classes.

29-04-2026

Phillips 66's Q1 2026 sales and other operating revenues rose 6.9% YoY to $32,540 million from $30,430 million, with gains in refined petroleum products (+11.8%) and crude oil resales (+39.5%), though services swung to a $1,203 million loss from a $573 million gain. Net income attributable to Phillips 66 plummeted 57.5% to $207 million from $487 million, with diluted EPS dropping to $0.51 from $1.18, amid higher purchased crude costs and lower equity earnings. Operating cash flow deteriorated sharply to a $(2,264) million use from $187 million provided, primarily due to unfavorable working capital changes, despite a cash balance increase to $5,150 million.

• ·Dividends paid on common stock: $509 million Q1 2026 ($1.27 per share) vs $469 million Q1 2025 ($1.15 per share)
• ·Capital expenditures and investments: $582 million use in Q1 2026 vs $423 million Q1 2025
• ·Issuance of debt: $9,629 million in Q1 2026
• ·Repurchase of common stock: $269 million in Q1 2026 vs $247 million Q1 2025
• ·Germany revenues declined to $709 million from $1,218 million YoY

29-04-2026

MAA reported Q1 2026 diluted EPS of $1.06, down from $1.54 YoY, while Core FFO per diluted share was $2.13, a slight decline from $2.20 but exceeding expectations due to strong expense management, record-low trailing twelve-month resident turnover of 39.9%, and improving blended lease-over-lease pricing. However, Same Store NOI fell 1.3% YoY amid a 0.4% revenue decline, -0.3% blended lease growth (with new leases down 7.0%), and expenses up 1.3%. The company issued $200.0 million in 7-year unsecured senior notes, repurchased 0.6 million shares for $73 million, completed two developments, acquired land parcels for future projects, and disposed of a Houston property for $41 million net proceeds.

• ·Average effective rent per unit in Same Store Portfolio: $1,685 with 95.5% physical occupancy.
• ·2026 Full Year Guidance: Core FFO per diluted share $8.37 to $8.69 (midpoint $8.53, unchanged); Same Store NOI growth -1.70% to 0.30% (midpoint -0.70%).
• ·Q2 2026 Core FFO guidance: $2.00 to $2.12 per diluted share (midpoint $2.06).
• ·129th consecutive quarterly common dividend declared, payable April 30, 2026, annual rate $6.12 per share.
• ·Total debt average years to maturity: 6.1 years.

29-04-2026

Xometry's 2026 Proxy Statement highlights record 2025 performance, including $687 million in revenue (26% YoY growth, accelerating 8 points from 2024), core marketplace growth of 30% YoY, Adjusted EBITDA profitability of $18.5 million, and marketplace gross margin expansion of 120 basis points to 34.7% with 34% gross profit growth. Enterprise revenue grew over 40% from larger customers, ending the year with four accounts each generating at least $10 million in spend and a global network of approximately 5,000 active suppliers. It also announces a leadership transition effective July 1, 2026, with President Sanjeev Singh Sahni succeeding the current CEO as CEO while the outgoing CEO becomes Executive Chair.

• ·2026 Annual Meeting of Stockholders to be held virtually on June 16, 2026 at 11:00 a.m. Eastern Time via www.virtualshareholdermeeting.com/XMTR2026
• ·Leadership transition announced in February 2026, effective July 1, 2026

29-04-2026

Hestia Insight Inc.'s Board unanimously approved the Strategic Divestiture and Settlement Agreement, transferring 100% interest in subsidiary Hestia Investments Inc. to Chairman and President Edward Lee to settle a $500,000 compensation liability for six years of unpaid service, thereby preserving company cash. The company retains 20% participation in the subsidiary's net earnings for two years benefiting stockholders of record as of April 30, 2026. While this avoids cash outflow, it relinquishes full ownership and control of the subsidiary.

• ·Unanimous written consent dated April 15, 2026
• ·Filing date: April 29, 2026
• ·Benefits stockholders of record as of April 30, 2026

29-04-2026

Interactive Brokers Group, Inc. held its annual stockholder meeting on April 23, 2026, where all ten director nominees were elected with strong support ranging from 86.44% (Earl H. Nemser) to 99.81% (Jill Bright), though Nemser faced the highest opposition at 13.45%. Shareholders overwhelmingly ratified Deloitte as independent auditor for the fiscal year ending December 31, 2026 (over 98% for), approved the advisory vote on executive compensation (98% for), and approved the amendment to extend the 2007 Stock Incentive Plan through April 24, 2037 (93.3% for), with consistent broker non-votes of 58,060,145 shares across proposals.

• ·All director elections had abstentions under 0.11% and broker non-votes of 58,060,145 shares.
• ·Proposal 2 (auditor ratification): Against 15,997,537 shares (0.97%), Abstain 113,849 shares.
• ·Proposal 3 (exec comp): Against 30,467,918 shares (1.92%), Abstain 327,601 shares.
• ·Proposal 4 (plan amendment): Against 106,329,709 shares (6.6%), Abstain 419,026 shares.

29-04-2026

ONEOK reported total revenues of $9,618 million for Q1 2026, up 19.6% YoY from $8,043 million, primarily driven by higher commodity sales of $8,445 million versus $6,912 million. Net income attributable to ONEOK increased 21.7% to $774 million with diluted EPS of $1.23 compared to $1.04 in Q1 2025, and operating income rose 17.0% to $1,428 million. However, equity in net earnings from investments declined 17.6% to $89 million from $108 million, a $60 million impairment on equity investments was recorded, and comprehensive income attributable to ONEOK fell to $535 million from $609 million due to a larger $239 million other comprehensive loss.

• ·Cash and cash equivalents increased to $172 million at March 31, 2026 from $78 million at December 31, 2025.
• ·Short-term borrowings rose to $1,647 million at March 31, 2026 from $820 million at December 31, 2025.
• ·Capital expenditures were $864 million in Q1 2026 versus $629 million in Q1 2025.
• ·Total assets grew to $68,203 million at March 31, 2026 from $66,641 million at December 31, 2025.
• ·Dividends paid were $674 million in Q1 2026 at $1.07 per share.

29-04-2026

Orchestra BioMed Holdings, Inc. has issued a proxy statement for its 2026 Annual Meeting of Stockholders, to be held virtually on June 23, 2026 at 12:00 p.m. ET, seeking approval for electing three Class III directors (David Hochman, Darren Sherman, Eric Fain), ratifying Ernst & Young LLP as auditors for FY ending December 31, 2026, approving the 2026 Employee Stock Purchase Plan, and advisory votes on executive compensation and frequency (recommending every 1 year). The record date is April 28, 2026, with 59,880,715 shares of common stock outstanding. No financial performance metrics or period comparisons are provided in the filing.

• ·Annual Meeting held virtually via live audio webcast at www.virtualshareholdermeeting.com/OBIO2026
• ·Business Combination with Health Sciences Acquisitions Corporation 2 consummated on January 26, 2023
• ·Proxy materials available via Notice of Internet Availability mailed on or about April 30, 2026
• ·Proposal 1 (Director Election) requires plurality vote; Proposals 2 and 3 require majority of shares present and entitled to vote

29-04-2026

Southern Copper Corporation announced the unexpected passing of its President, Chief Executive Officer, and Board member Oscar Gonzalez Rocha on April 13, 2026. On April 23, 2026, the Board of Directors appointed Leonardo Contreras Lerdo de Tejada as the new Chief Executive Officer, who will continue to serve on the Board. No changes to Mr. Contreras Lerdo de Tejada's compensation have been approved in connection with the appointment.

• ·Biographical information for Mr. Leonardo Contreras Lerdo de Tejada is incorporated by reference from the Company's 2025 Proxy Statement (filed April 11, 2025) and 2026 Proxy Statement (filed April 17, 2026).
• ·The Company will file a Form 8-K amendment if any material compensatory arrangements are entered into or amended with the new CEO.

29-04-2026

Imperial Petroleum Inc. expanded its fleet average to 16.03 vessels in 2025 from 10.39 in 2024, driving total voyage days up 57% YoY to 5,791 and fleet utilization to a high of 99.0%, while total daily operating expenses decreased 12% YoY to $7,236 per vessel. However, adjusted average charter rates fell sharply 25% YoY to $19,272 amid lower spot market days (down 24% YoY to 1,979), reflecting exposure to volatile spot markets and seasonal risks. Fleet operational utilization improved to 87.5%, but book values exceed market values for some vessels, posing sale risks.

• ·Agreed to acquire four vessels in 2023 (one sold to third party), nine in 2024 (majority delivered 2025), seven in 2025 (two delivered, five by end of Q3 2026).
• ·Sold one aframax tanker in 2023 and one in 2024.
• ·As of April 15, 2026: 2 handysize drybulk, 5 supramax drybulk, 2 kamsarmax drybulk, 1 post panamax, 2 product tankers under time charter; remaining 2 handysize drybulk, 5 product tankers, 2 suezmax tankers in spot market.
• ·Book value of some vessels exceeds current market value.
• ·Management fees flat at $440 per day per vessel across all years.

29-04-2026

Howard Hughes Holdings Inc.'s 10-K/A filing discloses 2025 executive compensation and segment performance, with CEO David O’Reilly's total compensation rising 37% YoY to $7,826,778 driven by higher stock awards, while former President L. Jay Cross received $7,413,060 including significant other compensation. Operating Assets NOI exceeded its target by 6% to $261,578,000 and Condominium Gross Profit beat target by 30% to $4,662,000; however, MPC EBT fell slightly short at 101% of target ($470,504,000) and Strategic Developments posted an operating loss of $19,726,000 with EBT loss of $13,903,000. Net income from continuing operations before taxes was $161,459,000.

• ·Operating Assets segment revenues $465,568,000 (2025)
• ·MPC segment revenues $634,856,000 (2025)
• ·Strategic Developments segment revenues $374,363,000 (2025)
• ·Operating Assets NOI reconciled to $261,985,000 (2025)
• ·Condominium adjusted gross profit $748,000 (2025)

29-04-2026

SLB reported total revenue of $8,721 million for Q1 2026, up 2.7% YoY from $8,490 million, driven by strong 21.7% growth in product sales to $3,802 million, however services revenue declined 8.3% to $4,919 million and net income attributable to SLB fell 5.6% to $752 million. EPS was $0.50, down from $0.58 YoY, while net cash from operating activities decreased to $487 million from $660 million. Balance sheet remains stable with total assets at $54,526 million.

• ·Cash balance decreased to $2,819 million from $3,036 million at Dec 31, 2025.
• ·Stock repurchase program used $451 million in Q1 2026 vs $2,300 million in Q1 2025.
• ·Dividends declared at $0.285 per share.

29-04-2026

Hughes Financial Services, LLC filed its 13F-HR report on April 29, 2026, disclosing equity and ETF holdings as of March 31, 2026, with all positions held solely and no reported changes in other voting or discretion categories. Top holdings include the State Street SPDR MSCI USA StrategicFactors ETF valued at $7,476,467, iShares TIPS Bond ETF at $2,558,697, and State Street SPDR S&P 500 ETF at $2,481,717. The portfolio features diverse sectors including technology, healthcare, REITs, and broad market ETFs, with no period-over-period comparisons available in the filing.

• ·Filing period end date: March 31, 2026
• ·All holdings reported under sole voting and investment discretion (zero values in shared/other manager columns)
• ·Business address: 2201 Cooperative Way, Suite 150, Herndon, VA 20171

29-04-2026

Winchester Bancorp reported strong Q3 FY2026 results with net income of $1.1 million ($0.13 per share), up 275.4% YoY from $305,000, driven by net interest income growth of 44.0% to $6.3 million and NIM expansion of 52 bps to 2.54%; total assets reached $1.06 billion (+11.3% from June 30, 2025), loans grew $89.3 million (+11.9%), and deposits increased $104.5 million (+15.4%). However, non-interest expense rose 12.1% YoY to $4.8 million due to higher reserves, data processing, and salaries; cash equivalents declined $1.3 million QoQ, and sub-deposit categories like savings (-$4.8 million) and CDs (-$4.2 million) decreased while municipal deposits drove overall growth.

• ·Allowance for credit losses: $4.5M (0.54% of gross loans) at March 31, 2026 vs. $4.1M (0.55%) at June 30, 2025.
• ·Non-performing assets: $1.7M (0.16% of total assets) at March 31, 2026, down from $1.9M (0.20%) YoY.
• ·Net charge-offs: $12K in Q3 FY2026 vs. $50K in Q3 FY2025.
• ·Provision for credit losses: $325K in Q3 FY2026 vs. ($21K) benefit in Q3 FY2025.