Most material SEC filings — July 1, 2026

On June 29, 2026, Valaris and Transocean received written CFIUS approval for their Business Combination Agreement, dated February 9, 2026, under which Transocean will acquire all Valaris common shares at 15.235 Transocean shares per Valaris share. HSR review is ongoing; DOJ issued a Second Request on May 5, 2026, with parties committed not to certify compliance before July 31, 2026. Closing expected H2 2026, subject to regulatory and shareholder approvals.

Transocean Ltd. signed a binding agreement with Equinor for three harsh-environment semisubmersible rigs on the Norwegian shelf, worth over $1 billion in aggregate backlog over seven rig years (excluding additional services). Base day rate is $399,000/day, effective rate exceeding $400,000/day. Three rigs involved: Transocean Enabler (3-year, Q1 2028 start), Transocean Encourage (2-year, Q1 2028 start), Transocean Endurance (2-year, Q2 2027 start post-mobilization). Contract is conditional on license approvals.

On July 1, 2026, Vistance Networks, Inc. completed the sale of its RUCKUS reporting segment to Belden Inc. for $1.846 billion in cash on a cash-free, debt-free basis, subject to certain adjustments. The transaction was previously announced and detailed in an 8-K filed May 5, 2026; the Purchase Agreement was dated April 29, 2026.

Select Medical Holdings amended its credit agreement (Amendment No. 12, effective June 30, 2026) to add $1,000,000,000 in new Tranche B-3 Term Loans via JPMorgan Chase Bank and other lenders, to fund the acquisition of Holdings by WCAS XIV, L.P. and management investors ("Acquisition"). The Acquisition must close contemporaneously with the Tranche B-3 borrowing; equity investors must contribute at least 25% of total deal consideration (Tranche B-3 loans plus equity). The agreement includes standard conditions: solvency certification, Acquisition Agreement representations satisfaction, material adverse change carve-outs, ticking fees (1.50% p.a. accruing June 3–closing), and 120-day post-closing mortgage documentation covenant.

Effective July 1, 2026, Richmond Mutual Bancorporation completed its merger with The Farmers Bancorp (Frankfort, Indiana). Each Farmers share converted into 3.40 Richmond shares, with Richmond issuing ~6,254,357 total shares. Five Farmers directors joined expanded 11-person board; Christopher D. Cook became President & CEO of combined entity.

NextBoat (NXB) signed a 5-year Strategic Partnership & Revenue Sharing Agreement with MarineMax, Inc. (HZO) effective June 25, 2026. MarineMax becomes preferred wholesale partner for the NextBoat AI platform; NextBoat will issue MarineMax up to 1,250,000 warrants at exercise prices $3.25–$7.00/share, vesting based on sign-on (250K @ $3.25) and performance tiers ($50M–$200M annual wholesale volume). Revenue splits: insurance 50/50 initially (adjusting to 20/80 at $75M volume); financing 50/50 initially (adjusting to 60/40 at $500K income). Term is 5 years with 90-day termination notice. NextBoat has ~24M shares outstanding.

Cycurion (CYCU) signed an Asset Purchase Agreement on June 24, 2026 to acquire Kustom Entertainment's (KUST) video-solutions division (Digital Ally brand). Total consideration: $1.25M cash + $4.25M secured note (7% pa, 3-year) + up to $1M earnout + 2M warrants ($2.80 strike). Target business generated ~$5.1M annual revenue and $8.0M contracted backlog; adds ~1,000 customer relationships. Closing expected early July 2026; transaction structured to minimize shareholder dilution.

Global Chief Financial Officer Drucker Mann Lindsay (ODD) sold 234K shares (~$1.7M) on the open market (23% of holdings). Large sale — ~23% of holdings.

A.J. 'Jim' Teague, co-CEO of Enterprise Products Partners L.P.'s general partner since 1999, announced retirement effective January 4, 2027. W. Randall 'Randy' Fowler, current co-CEO (director since 2011, joined 1999), will become sole CEO upon Teague's retirement. The Office of the Chairman will expand from 4 to 5 members to include CFO R. Daniel Boss and Chief Commercial Officer Michael C. Hanley.

Empery Digital acquired 25% equity in EMHU, LLC, which is purchasing a Midwest property to convert into an AI data center. Company's $65 million commitment will be funded from balance sheet without equity issuance at current price levels. Tenant will fund all data center build-out, power, and operating costs under non-binding LOI; closing expected Q3 2026. Company may sell bitcoin to fund this and similar future opportunities.

Public Policy Holding Company (NASDAQ: PPHC) completed acquisition of London-based Tancredi Intelligent Communication Ltd on July 1, 2026. Initial consideration was $8.0M ($7.2M cash + 111,948 shares at $9.42/share = $800K equity), with contingent earnout payments up to $25M max through 2030 based on profit growth. Tancredi reported FY2025 net revenues of €4.3M and profit before tax of €1.3M; adds 22 employees and expands PPHC's European footprint with offices in London, Milan, Los Angeles; post-acquisition PPHC has 30,007,237 total shares outstanding.

BranchOut Food Inc. borrowed an additional $1,000,000 from Kaufman Kapital LLC on June 30, 2026, bringing total senior secured promissory note to $4,000,000 (comprised of $1.5M on Jan 28, $750K on Apr 17, $750K on May 15, and $1M on Jun 30, 2026). Note matures January 28, 2027 at 8% annual interest, secured by substantially all company assets. Proceeds for working capital and customer order production.

Gray Media closed a private placement of $70 million aggregate principal amount of 7.250% Senior Secured First Lien Notes due 2033 on June 30, 2026, issued to accredited investors at par plus accrued interest. Proceeds funded $40 million of the first closing for acquisition of American Spirit Media's six television stations (total deal $50 million) and $30 million repurchase of 50,000 shares of Series A Preferred Stock at 60% of liquidation preference ($600/share). Company now has $845 million first lien notes outstanding and 600,000 preferred shares outstanding.

10% owner Coastlands Capital LP (ADIL) bought 25K shares (~$65K) on the open market (6.3% of holdings). Open-market insider purchase — historically a bullish signal.

Director WINTER P CLINTON (UBSI) bought 470 shares (~$22K) on the open market (0.8% of holdings). Open-market insider purchase — historically a bullish signal.

10% owner HORIZON KINETICS ASSET MANAGEMENT LLC (RCG) bought 756 shares (~$2K) on the open market (0.1% of holdings). Open-market insider purchase — historically a bullish signal.

On June 30, 2026, Allarity announced USPTO grant of a U.S. patent covering its stenoparib-specific Drug Response Predictor (DRP) companion diagnostic, with protection extending to April 2042. The patent covers methods for predicting clinical benefit from stenoparib based on gene-expression profiles and patient selection. Allarity also secured patent protection in Europe and Australia into 2039.

Effective June 30, 2026, Maja Vujinovic ceased employment as CEO of FG Nexus's Digital Assets Division and resigned from the Board. She will receive $300k severance (6 months base salary), $150k prorated 2026 bonus, warrants to purchase 25,000 shares at market price, 6 months COBRA coverage, and a 6-month consulting agreement for $325k (≤10 hrs/month). Company announced strategic shift to real estate and formal exit from digital asset business.

REX American Resources executed new employment agreements effective June 29, 2026 with three executives: Zafar A. Rizvi (CEO/President) receives $275,000 base salary plus 4.5% bonus on adjusted net income capped at $12,000,000 annually (raised from $5M); Stuart A. Rose (Executive Chairman) receives $225,000 plus 2.5% bonus capped at $4,000,000 annually (raised from $2.5M); Douglas L. Bruggeman (CFO) receives $300,000 plus 2.25% bonus capped at $4,000,000 annually (raised from $2.5M). Severance for no-cause termination increased for Rizvi to maximum $12M and for Rose/Bruggeman to maximum $5M.

Automated analysis unavailable for this filing.

Automated analysis unavailable. Filing flags: material agreement, exhibits.

Chairman & CEO VINCIARELLI PATRIZIO (VICR) sold 20K shares (~$7.5M) on the open market (0.2% of holdings). Open-market sale — often routine.

Belden Inc. entered into a $1,850,000,000 senior secured term loan credit agreement dated July 1, 2026, with JPMorgan Chase Bank as administrative agent and multiple lenders. The facility matures July 1, 2033, with quarterly amortization of 0.25% starting December 31, 2026. Proceeds fund the RUCKUS Acquisition (Ruckus Holding Company) pursuant to an April 29, 2026 purchase agreement with Vistance Networks, plus general corporate purposes. Lead arrangers include JPMorgan, Wells Fargo, and Goldman Sachs.

Robert A. Ortenzio, Martin F. Jackson, Rocco A. Ortenzio Revocable Trust, and Robert A. Ortenzio 2014 Trust each executed amended rollover agreements (dated June 30, 2026) with Stallion Group Parent LP and Stallion Intermediate Corporation, contributing Select Medical Holdings shares totaling 6.67M, 1.14M, 4.03M, and 0.28M shares respectively (12.12M aggregate) in exchange for illiquid Class A LP units in the acquirer, and waiving all merger cash consideration. The rollover is conditioned on closing of the underlying March 2, 2026 merger and includes voting agreements, lock-ups, and broad releases of claims.