S&P 500 Technology Sector SEC Filings — March 12, 2026

12-03-2026

Adicet Bio, Inc. reported a net loss of $116.8M for the year ended December 31, 2025, nearly flat at a 0% change from $117.1M in 2024, with total operating expenses declining 4% to $122.1M due to a 19% drop in G&A to $23.0M, while R&D expenses remained flat at 0% or $99.1M. However, interest income fell 46% to $5.8M, cash used in operating activities increased to $95.2M from $92.4M, cash and equivalents dropped to $38.9M from $56.5M, and total assets decreased to $192.4M from $220.2M.

• ·Common shares outstanding increased to 9.6M from 5.2M, driven by public offering of 4.4M shares net $74.8M.
• ·Stock-based compensation expense declined to $14.3M from $22.2M.
• ·Net loss per share improved to ($16.95) from ($21.33) due to higher share count.
• ·Short-term investments stable at ~$119.7M vs $119.8M.

12-03-2026

Salesforce, Inc. entered into a Master Confirmation dated March 11, 2026, for uncollared Accelerated Share Repurchase (ASR) Transactions with an unnamed Dealer, establishing the framework under ISDA 2002 Master Agreement and Equity Derivatives Definitions. Specific terms for individual Transactions, such as Prepayment Amount, Initial Shares, Trade Date, Calculation Period, and Floor Price, will be detailed in future Supplemental Confirmations. No specific transaction amounts, volumes, or performance metrics are disclosed in this filing.

• ·Governing law: New York law.
• ·Exchange: New York Stock Exchange (symbol CRM).
• ·Transactions structured as Share Forward Transactions per 2002 ISDA Equity Derivatives Definitions.

12-03-2026

Acadia Healthcare Company, Inc. (ACHC) appointed Daniel Cancelmi, former Executive Vice President and CFO of Tenet Healthcare Corporation, to its Board of Directors effective March 12, 2026. Director Wade D. Miquelon will retire at the 2026 Annual Meeting following years of service. As of December 31, 2025, Acadia operates 277 behavioral healthcare facilities with over 12,500 beds, approximately 25,000 employees serving more than 84,000 patients daily across 40 states and Puerto Rico.

• ·Appointment follows search led by Nominating and Corporate Governance Committee with executive search firm and input from Khrom Capital.
• ·Goldman Sachs and J.P. Morgan serve as financial advisors; Kirkland & Ellis LLP as legal advisor.
• ·Mr. Cancelmi's 30+ years experience includes 11 years as Tenet CFO, overseeing acquisitions like USPI and hospital divestitures.
• ·Forward-looking risks include Medicaid changes from One Big Beautiful Bill Act (OBBBA) enacted July 4, 2025.

12-03-2026

Analog Devices, Inc. held its 2026 Annual Meeting of Shareholders on March 11, 2026, resulting in the election of all ten director nominees with strong shareholder support (ranging from approximately 93% to 99% votes for). Key management proposals passed overwhelmingly, including advisory approval of named executive officer compensation (90% for), ratification of Ernst & Young LLP as auditors for fiscal year ending October 31, 2026, and approval of the Amended and Restated 2020 Equity Incentive Plan (95% for). However, the non-binding shareholder proposal on special meeting rights was rejected, receiving only 38% support.

• ·Proxy statement filed with SEC on January 23, 2026; Plan adopted by Board on December 10, 2025
• ·Broker non-votes: 30,319,338 shares across relevant proposals

12-03-2026

KLA Corporation hosted an investor day on March 12, 2026, with presentations by President and CEO Richard Wallace, EVP and CFO Bren Higgins, and other executives; materials are available on the company's IR website. On March 11, 2026, the Board approved a quarterly dividend increase to $2.30 per share (21% rise from $1.90 declared in February 2026), effective starting with the May 2026 declaration. Additionally, the Board authorized a new $7B share repurchase program, supplementing the existing April 2025 program with $3.94B remaining as of December 31, 2025.

• ·Investor day webcast replay and presentation slides available at https://ir.kla.com
• ·Share repurchases to be conducted in compliance with SEC requirements and other legal standards, with flexibility in timing, method, and amount at company's discretion
• ·Future dividends and repurchases subject to Board's discretion, financial condition, and other factors

12-03-2026

Esquire Financial Holdings, Inc. entered into a Merger Agreement on March 11, 2026, with Signature Bancorporation, Inc., involving a merger of Esquire Merger Sub into Signature followed by Signature into Esquire, and a bank merger of Signature Bank into Esquire Bank. Signature shareholders will receive 2.630 shares of Esquire common stock per Signature share (adjustable from 2.50 to 2.80 based on loan dispositions), with no cash consideration mentioned beyond fractional shares. The deal includes board expansions by two directors (Michael O’Rourke and Leonard Caronia) and integration of Signature executives, subject to customary approvals and a $15.0M termination fee payable by Signature in certain cases.

• ·Exchange ratio fixed at 2.630 shares of Esquire Common Stock per Signature Common Stock share, adjustable to max 2.80 or min 2.50 based on proceeds from Signature Bank loan dispositions.
• ·Signature stock options to be assumed by Esquire, adjusted by exchange ratio.
• ·Required approvals include Federal Reserve, OCC, Illinois Department of Financial and Professional Regulation; no materially burdensome conditions allowed.
• ·Voting agreements executed with Signature directors and executive officers.

12-03-2026

Charter Communications, Inc. filed its definitive 2026 Proxy Statement on March 12, 2026, for the annual stockholder meeting on April 21, 2026, proposing the election of 13 directors, an amendment to increase shares available under the 2019 Stock Incentive Plan, an advisory vote approving executive compensation, ratification of KPMG LLP as independent auditors for the year ended December 31, 2026, and a vote against a stockholder proposal on political expenditures reporting. As of the record date February 20, 2026, 141,178,369 Class A common shares (125,667,086 votes) plus Advance/Newhouse Partnership's Class B share (15,511,283 votes) are eligible to vote. No financial performance metrics or period-over-period comparisons are disclosed in the filing.

• ·Board recommends FOR proposals 1-4 (director elections, stock plan amendment, say-on-pay, auditor ratification) and AGAINST proposal 5 (stockholder proposal on political expenditures report).
• ·Meeting location: 7800 Crescent Executive Drive, Conference Room A131, Charlotte, NC 28217.
• ·Proxy materials first mailed on or about March 12, 2026; available at www.proxyvote.com.

12-03-2026

Supplemental proxy materials for the proposed reorganization of abrdn National Municipal Income Fund (VFL) into MFS Municipal Income Trust (MFM), which broadens VFL's investment mandate by removing the 20% limit on High Yield municipal bonds, allowing for 30-50% allocation compared to VFL's current 19% High Yield exposure versus MFM's 40%. The change aims to enhance income, support higher distributions, improve diversification, and achieve better risk-adjusted returns through access to a larger universe of higher-yielding bonds. While presenting modest increase in credit risk, management highlights benefits like lower expenses, larger fund size, and stronger long-term performance.

• ·VFL credit quality (12/31/25): AAA 2%, AA 45%, A 15%, BBB 21%, BB 2%, B 2%, CCC and below 1%, Not Rated 14%
• ·MFM credit quality (12/31/25): AAA 1%, AA 16%, A 23%, BBB 21%, BB 11%, B 3%, CCC and below 1%, Not Rated 25%
• ·Aberdeen's track record shows 0 defaults from 2017-2025 in Muni Suite compared to Bloomberg Muni Universe

12-03-2026

Community Healthcare Trust Incorporated (CHCT) filed a Definitive Additional Proxy Material (DEFA14A) on March 12, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. This is soliciting material under §240.14a-12, filed by the registrant with no fee required. No substantive financial or operational details are provided in the filing header.

12-03-2026

Lyell Immunopharma reported a reduced net loss of $274.4M for 2025 versus $343.0M in 2024, with operating expenses declining 25% to $269.4M driven by lower R&D ($158.7M, -7.5% YoY), G&A, IPR&D, and impairments. However, revenue fell sharply 41% YoY to $36K from $61K, cash and equivalents dropped to $60.2M from $105.6M, and total assets decreased to $340.1M from $490.9M amid ongoing cash burn.

• ·Net cash used in operating activities improved to $150.0M in 2025 from $162.4M in 2024.
• ·Proceeds from PIPE financing: $57.8M in 2025.
• ·Stock-based compensation expense: $41.8M in 2025, up from $33.1M in 2024.
• ·Acquired IPR&D expense: $66.3M in 2025, down from $87.2M in 2024.
• ·Impairment of long-lived assets: $1.4M in 2025, sharply down from $51.3M in 2024.

12-03-2026

Saga Communications reported Q4 2025 net revenue of $26.5M, down 9.3% YoY from $29.2M, with digital revenue up 25.8% to $4.3M but station operating income down 38.7% to $3.6M, leading to an operating loss of $9.5M versus $1.0M income prior year due to a $20.4M impairment charge and resulting net loss of $6.9M. For FY2025, net revenue declined 5.1% to $107.1M from $112.9M, station operating expenses remained flat at $91.8M, station operating income fell 27.3% to $15.3M, and net loss was $7.9M versus $3.5M income, further impacted by the impairment and $2.2M music licensing settlement. While political revenue was low in this non-election year and core revenue ex-political dropped 4.7% in Q4, positives included a $11.6M gain from tower sales, $31.8M cash position, quarterly dividends of $0.25/share, and $2.5M share repurchases.

• ·Q4 2025 capital expenditures $0.4M vs $0.6M prior year.
• ·FY2025 capital expenditures $3.0M vs $3.8M prior year.
• ·Cash and short-term investments $31.5M as of March 9, 2026.
• ·2026 capex guidance $3.5M to $4.5M.
• ·Tower sale closed October 17, 2025; ~$0.4M escrow pending Q2 2026.
• ·Quarterly dividend $0.25/share declared Feb 12, 2026, record Feb 26, payable March 20, 2026.
• ·Total dividends since 2012 over $143M.
• ·No goodwill remains post-impairment.
• ·Q4 political revenue $0.254M vs $2.0M prior; FY $0.65M vs $3.3M.

12-03-2026

This DEFR14A is Amendment No. 1 to the proxy statement for the 2026 Annual Shareholder Meetings of four Putnam closed-end funds, including Putnam Municipal Opportunities Trust, amending proxy cards to correctly identify proposals without changing the substance of fixing Trustees at 8 or electing nominees. Each fund currently has 8 Trustees, with the Board recommending shareholders fix the number at 8 (flat from current) and elect the slate of nominees, including 7 Independent Trustees. Meetings are set for April 17, 2026; Trustees unanimously recommend FOR both proposals.

• ·Record Date: February 6, 2026
• ·Annual Meetings: April 17, 2026 at 11:00 a.m. ET, One Madison Avenue, New York, NY 10010
• ·Proxy materials mailed beginning March 10, 2026
• ·Putnam Managed Municipal Income Trust and Putnam Municipal Opportunities Trust have outstanding preferred shares; preferred holders vote separately to elect two Trustees (nominees: Robert D. Agdern and Peter Mason)
• ·All nominees currently serve as Trustees; Ms. Trust also serves 118 other funds

12-03-2026

ACNB Corp's 2025 net income rose 16.4% YoY to $37.1M from $31.8M, fueled by robust loan portfolio expansion to average $2.3B (up 38%) and net interest income surging 47.1% to $123.1M with NIM improving to 4.23%. However, profitability metrics weakened with diluted EPS falling 3.5% to $3.60, ROA declining to 1.16% from 1.31%, and ROE dropping to 9.44% from 10.94%, while noninterest expenses jumped 42.2% to $100.5M due to $10.7M merger-related costs and higher salaries.

• ·Noninterest income increased 15.7% YoY to $28.6M in 2025, driven by gains from mortgage loans held for sale ($5.3M).
• ·Allowance for credit losses to total loans declined to 1.02% in 2025 from 1.03%.
• ·Nonperforming assets totaled $10.7M in 2025, up from $7.3M in 2024.

12-03-2026

Adobe reported record Q1 FY2026 revenue of $6.40B, up 12% YoY, with subscription revenue growing 13% to $6.20B, record operating cash flow of $2.96B, and AI-first ARR more than tripling YoY; Business Professionals & Consumers segment rose 16% to $1.78B while Creative & Marketing Professionals increased 12% to $4.39B. However, CEO Shantanu Narayen announced plans to transition after a successor is appointed, with Frank Calderoni appointed to lead the search committee. Q2 FY2026 revenue guidance is $6.43B-$6.48B, with FY2026 targets reaffirmed excluding pending Semrush acquisition.

• ·GAAP operating income $2.42B (up from $2.16B YoY); non-GAAP $3.04B.
• ·Q2 FY2026 GAAP EPS guidance $4.35-$4.40; non-GAAP $5.80-$5.85.
• ·Cash and equivalents $6.33B as of Feb 27, 2026 (up from $5.43B prior quarter).
• ·Share repurchases $2.48B in Q1 FY2026.