Most material SEC filings — July 8, 2026

Onfolio (market cap ~$4.2M) signed a binding LOI on July 7, 2026, to acquire Paramount Helium LLC via merger. Onfolio will issue convertible preferred stock convertible into 50 million common shares to Paramount; raise minimum $11.3M (later referenced as $40M+) from new investors; acquire Proton Green senior debt; and ring-fence its legacy digital asset and business operations into a subsidiary. The company will change its name to Paramount Helium Corporation (ticker PRMT), relocate to Houston, and attempt to spin out or sell legacy assets. Target closing: July 24, 2026.

On July 2, 2026, Borealis Foods Inc. (market cap ~$31.1M) filed an 8-K reporting Item 3.01: Notice of Delisting or Failure to Satisfy Continued Listing Rule or Standard. The filing provides no specific detail on which listing standard was violated, remediation timeline, or financial impact. The company's stock listing transfer status is unclear from the available text.

GameStop stockholders voted 68.7% in favor on July 7, 2026 to increase authorized Class A common stock from prior levels to 2.5 billion shares (par $0.001). The filing explicitly states this authorization supports GameStop's proposed acquisition of eBay at $125/share cash-and-stock. GameStop currently holds 4.34M eBay shares directly plus options on 39.05M additional shares (via put/call pairs expiring Feb 2028); HSR approval was obtained June 3, 2026, clearing regulatory hurdles.

D. Boral ARC Acquisition I Corp. (BCAR) shareholders will vote on July 29, 2026 to approve the business combination with Exascale Labs Inc., a GPU-as-a-Service AI infrastructure provider. The merger agreement was signed January 11, 2026; upon closing, the combined company will operate as Exascale Labs Holdings Inc. and trade on Nasdaq under ticker XLAB. No valuation, deal size, share count, or PIPE financing details are disclosed in this announcement document.

As of June 30, 2026, LM Funding held 318.3 BTC valued at $18.6M ($0.72/share) based on a Bitcoin price of ~$58,600; the company mined 8.7 BTC in June 2026 (down from 9.8 BTC in May due to higher temperatures reducing efficiency) and sold 13.1 BTC in June (down from 21.1 BTC in May). The Bitcoin treasury value increased to $20.4M ($0.79/share) by July 7, 2026 as Bitcoin price rose to $64,000. The company also generated ~$30,000 in curtailment and energy-sales revenue in June, with Q2 2026 total energy-sales revenue forecasted at ~$117,000.

Chief Executive Officer Huang Jack Jiajia (COE) bought 1.4M shares (~$23.5M) on the open market (4.6% of holdings). Open-market insider purchase — historically a bullish signal.

Newton Golf Company, Inc. entered into a Loan and Security Agreement with Brynwood, LLLP dated July 1, 2026, establishing a $5,000,000 senior secured revolving credit facility. The loan carries interest at Daily Simple SOFR plus 13% (or 22% default rate), with a 2-year maturity and 2% upfront commitment fee ($100,000). Brynwood receives a first-priority security interest in substantially all company assets as collateral.

On July 8, 2026, the NYSE accepted Skillsoft's business plan to regain compliance with listing standard 802.01B after the company fell below the $50M minimum market capitalization and stockholders' equity thresholds (notice received March 26, 2026). The company has until September 26, 2027 to achieve compliance, with quarterly NYSE monitoring; failure to comply triggers delisting proceedings.

Rafael Holdings completed Last Patient Last Visit (LPLV) in June 2026 for its Phase 3 TransportNPC trial of Trappsol Cyclo for Niemann-Pick Disease Type C1. A 48-week interim analysis (completed June 2025) showed the independent Data Monitoring Committee recommended continuation through the 96-week final analysis. NDA submission and topline data are expected in the second half of 2026. The company has $30.5M cash and expects to fund operations through multiple value-creating milestones.

Cantor Equity Partners II, Inc. filed an 8-K on July 8, 2026 disclosing completion of an acquisition (Item 2.01), a delisting or listing failure notice (Item 3.01), unregistered equity sales (Item 3.02), material security holder rights modifications (Item 3.03), change of control (Item 5.01), and officer/director changes (Item 5.02). The filing text provided does NOT contain the substantive disclosures — no dollar amounts, counterparty names, share counts, transaction dates, or specific terms are stated in the document excerpt.

Nicholas Woodman, GoPro founder and CEO, will provide $20 million in senior secured notes and warrants to purchase Class B common stock through affiliated entities. The financing is subject to closing conditions. An independent board committee determined this structure offered the most favorable terms; Woodman stated his continued support for the board's strategic alternatives review announced May 11, 2026.

On July 1, 2026, Vistance Networks sold its RUCKUS Networks business to Belden Inc. for $1.846 billion in cash. Ruckus is a wireless networking provider serving enterprises with Wi-Fi, LTE, IoT, and management software. The company plans to distribute a significant portion of net proceeds to shareholders as a special distribution within 60 days; no amount is specified in the pro forma statements.

Clean Energy Technologies issued a convertible promissory note to Coventry Enterprises LLC dated June 29, 2026. Coventry paid $150,000 in cash for a note with $166,500 principal amount (including $16,500 original issue discount). The note bears 12% interest, matures May 1, 2027, with 10 monthly payments of $18,648 due starting August 7, 2026. Conversion into common stock is permitted post-default at 85% of market price. Coventry must maintain 4.99% beneficial ownership limitation and reserve requirement is 1,391,428 shares (4x conversion amount).

Trilogy Metals' flagship Arctic copper-zinc-lead-gold-silver project was accepted as a Covered Project under FAST-41 on May 15, 2026, placing it on the Federal Permitting Dashboard with a coordinated federal review schedule. Ambler Metals (50% owned by Trilogy) filed a Clean Water Act Section 404 permit application in April 2026, commencing federal permitting. The company's strategic $35.6M investment from the U.S. Department of War was extended from May 31, 2026 to July 31, 2026; upon closing, DOW would hold ~10% of Trilogy. Trilogy reported a six-month net loss of $13.4M (primarily non-cash: $3.8M derivative fair-value adjustment, $3.8M stock-based compensation), with cash of $38.8M at May 31, 2026.

Dream Finders Homes (market cap ~$478M) submitted a revised all-cash acquisition proposal for Beazer Homes USA at $32.00 per share on June 30, 2026, a 24% increase from its prior $25.75 offer (May 5, 2026) and a 9.9% increase from the interim $29.25 offer (June 22, 2026). The proposal represents a 70% premium to Beazer's undisturbed share price of $18.77 as of May 8, 2026. Dream Finders reports financing confidence from Kennedy Lewis, Goldman Sachs, and BofA Securities via highly confident letters; the transaction is contingent on satisfactory due diligence and customary conditions. Beazer's board has refused engagement and demanded a 12-month standstill agreement, prompting Dream Finders to make its proposal public on July 8, 2026.

Palladyne AI announced preliminary Q2 2026 revenue of $5.8 million (up 480% year-over-year from $1.0M in Q2 2025, and 66% sequentially from $3.5M in Q1 2026). Backlog grew to $24.0 million from $17.3 million at Q1 end, with $12.5 million in new contract awards during the quarter. Cash position remained flat at $44.0 million. Key driver: June 2026 exclusive U.S. partnership with Israel Aerospace Industries (IAI) for combat-proven loitering munitions (HARPY, HAROP, Mini HARPY); also cited first large BRAIN flight-computer order from a defense prime for counter-UAS systems.

Keenova announced positive Phase 3 trial results for XIAFLEX in treating plantar fibromatosis (a rare foot condition). The pivotal trial (EN3835-309) enrolled 436 participants and met its primary endpoint of statistically significant pain reduction versus placebo on the Numeric Rating Scale, plus key secondary endpoints on functional measures. Safety profile was consistent with approved uses; the company plans FDA submission in Q4 2026 with expected 2028 launch targeting ~300,000 patients annually.

For Q1 FY2026 (three months ended April 30, 2026), ZEO ScientifiX reported revenues of $2.581M vs. $1.149M prior year (+124.6%, +$1.432M). Six-month revenues reached $4.027M vs. $2.239M (+79.9%, +$1.788M). Net loss improved to ~$1.0M from ~$2.6M; gross margins stable at ~80%. Growth driven by increased allogenic biologic product sales and expanded physician adoption in Florida.

On July 7, 2026, Fusemachines received notice from Nasdaq that it has regained compliance with the minimum market value of publicly held shares (MVPHS) listing requirement under Rule 5450(b)(1)(C). The company had previously fallen below the threshold but has now recovered sufficiently to maintain its listing on the Nasdaq Global Market. No specific dollar amount, share count, or timeline for the prior breach is disclosed in this filing.

Upland Software received notification from Nasdaq on July 2, 2026, that it has regained compliance with the Nasdaq Global Market's minimum bid price listing requirement of $1.00 per share. The company's common stock closing bid price met or exceeded $1.00 for 10 consecutive business days, satisfying Nasdaq Listing Rule 5450(a)(1). Nasdaq considers the matter closed.

Evolution Metals Technologies Corp. filed Form S-1 on July 8, 2026, to register resale of up to 5,400,000 common shares (par $0.0001) issuable upon conversion of convertible debentures issued to YA II PN, Ltd. pursuant to a Securities Purchase Agreement dated May 7, 2026. The filing includes legal opinions and audit consents; multiple subsidiaries (Evolution Metals LLC, Handa Lab Co., Ltd., KCM Industry Co., Ltd., KMMI Inc., NS World Co., Ltd.) show going-concern doubts in auditor reports dated March 31, 2026. A reverse recapitalization and business combination occurred January 5, 2026.

AXT Inc filed an 8-K on 2026-07-08 disclosing Item 2.04 (Triggering Events That Accelerate or Increase a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement). The filing metadata indicates a debt-related triggering event occurred, but the actual document text with specific counterparties, dollar amounts, dates, and nature of the obligation is not provided in the materials extracted.

Muhammad Asif Seemab, previously Executive Vice Chairman, appointed President and Interim Chief Executive Officer effective July 6, 2026, with base salary $497,500 (no bonus or equity eligibility). Concurrently, Mithaq Capital SPC provided a $15M unsecured subordinated term loan (closing July 1, 2026, maturity April 16, 2031) at Term SOFR + 9.00%, with interest deferrable. The loan reduces Mithaq's $40M commitment to $25M undrawn. Seemab, as Mithaq director, now effectively controls both CEO role and lender relationship, creating significant conflict of interest. The loan is subordinated to existing senior debt (ABL + Senior Secured Term Loan).

Cantor Equity Partners I (CEPO, ~$238M market cap) and Bitcoin Standard Treasury (BSTR) announced on July 8, 2026 that their proposed business combination will not close on original terms (agreement dated July 16, 2025). The parties are negotiating revised structure and amended terms to reflect current market conditions. Associated private placement investments will not be required to close. The July 10, 2026 shareholder meeting is indefinitely postponed; any redeemed shares will be returned.

Zodiac Partners II made a revised unsolicited tender offer to acquire all DXL shares at $0.84 per share in cash, announced June 23, 2026. The DXL Board of Directors unanimously recommends shareholders reject this offer and not tender shares, citing that the revised proposal undervalues the company and represents opportunistic timing during market dislocation. The offer expires July 24, 2026, and shareholders may withdraw previously tendered shares anytime before expiration.

DBM Global Inc., an operating subsidiary of INNOVATE Corp., will pay a total cash dividend of approximately $12 million ($3.12 per share) on August 3, 2026. INNOVATE, as the largest shareholder of DBMG, expects to receive approximately $11 million of this payout. INNOVATE's individual stockholders are not eligible to receive the dividend.

Aimei Health Technology Co., Ltd. terminated its Business Combination Agreement with United Hydrogen Group Inc., dated June 19, 2024 (amended June 6, 2025), effective July 7, 2026. The termination was triggered by failure to close on or before the contractual outside date. No financial details, termination fees, or alternative transaction terms were disclosed.

XCF Global, Inc. entered into a senior secured bridge loan with Brown Stone Capital Limited on July 1, 2026. XCF borrowed $750,000 (purchasing a $1,000,000 face-value note at 25% original issue discount), bearing 10% annual interest, 2-month term, with mandatory prepayment from first revenue event. Security includes first-priority lien on all collateral (inventory, receivables, environmental attributes, equipment) and 5,000,000 reserved penalty-default shares issuable upon default. Lender receives 500,000 commitment shares.

AEON Biopharma (market cap ~$8.7M) filed Form S-1 on July 8, 2026 to raise ~$11M gross (~$11M net) via: 17.5M common shares at $0.7151/share, pre-funded warrants, and milestone warrants (2-year and 5-year). As of March 31, 2026: accumulated deficit $482.6M; stockholders' deficit $(16.8)M; going-concern doubt through Q3 2026. NYSE American non-compliance: stockholders' equity deficit of ~$55M (vs. $4M minimum required). Company targeting biosimilar pathway for ABP-450 (botulinum toxin) and expects to complete analytical program in 2026, pending FDA Type 2B meeting.

Future FinTech's board approved and implemented a 1-for-4 reverse stock split without shareholder approval under Florida law. Outstanding shares reduced from ~7.47M to ~1.87M; authorized common stock reduced from 150M to 37.5M shares (75% reduction). Effective July 10, 2026, trading began July 13, 2026 on Nasdaq under same symbol FTFT with new CUSIP 36117V501. No fractional shares issued; fractional holders rounded up to one whole share. Stated purpose: attempt to achieve sustained $1.00+ per-share price to maintain Nasdaq compliance.

Broadstone Net Lease entered a joint venture to develop a 112,000 sq ft advanced technology facility in Colorado for an unnamed Fortune 20 investment-grade company. BNL's estimated total investment is $303 million with year-one cash yield of 8.5%, year-two of 9.7%, and straight-line yield of 11.6%. The triple-net lease has 15-year initial term with two 5-year extension options and 3% annual rent escalations; substantial completion and rent commencement are anticipated by March 2027.

Tarsus Pharmaceuticals acquired privately held iRenix Medical for $75M upfront ($37.5M cash, $37.5M stock) plus up to $490M in milestone payments. IRX-101 is a chlorine dioxide ocular antiseptic showing Phase 2b/3 efficacy (50% pain reduction, 25% corneal staining reduction vs. povidone-iodine, n=154); Phase 3 enrollment planned H1 2027 with results expected 2028. The product targets 11M+ annual intravitreal injections in the U.S., addressing an unmet need unaddressed for 40+ years.

10% owner Globalharvest Holdings Venture Ltd (AVO) bought 650K shares (~$8.3M) on the open market (5.5% of holdings). Open-market insider purchase — historically a bullish signal.

CHIEF EXECUTIVE OFFICER Wohlin Hakan (VII) bought 400K shares (~$3.0M) on the open market (80% of holdings). Open-market insider purchase — historically a bullish signal.

Seres announced top-line results from a 15-patient investigator-sponsored trial (MSK, NCT06801067) evaluating SER-155 for immune checkpoint inhibitor-related enterocolitis (irEC). Primary endpoint: 80% (12/15) achieved immunosuppressive-free clinical response at Day 15; 33% (5/15) achieved complete remission. Safety: no drug-related serious adverse events; well tolerated. Drug engrafted robustly with mechanistic biomarker improvements (reduced fecal calprotectin, fecal albumin) by Day 43. Company seeking partners and funding for Phase 2 in allo-HCT and next steps in irEC.

Sawyer Jason David filed a Schedule 13D on July 8, 2026, indicating acquisition of beneficial ownership in GridAI Technologies Corp. (CIK 0001604191). The filing document does not include the specific share count, percentage ownership stake, or purchase price in the extracted text provided. Schedule 13D filings are required when an investor acquires more than 5% beneficial ownership of a public company's equity.

Q2 2026 (ended May 31): net revenues $1.562B (+8% reported, +6% organic); operating margin 7.8% (+35 bps), adjusted EBIT margin 9.0% (+70 bps); diluted EPS $0.24 (+20% YoY), adjusted diluted EPS $0.28 (+27% YoY). DTC reached 51% of revenue (+11% reported, +8% organic); Asia +12% organic. Company raised FY2026 net revenue growth to 7.0–7.5% (prior 5.5–6.5%), organic growth to 5.5–6.0% (prior 4.5–5.5%), and adjusted diluted EPS to $1.46–$1.52 (prior $1.42–$1.48). Dividend increased from $0.14 to $0.16 per share (+14%). Cash $849M; $200M accelerated share repurchase launching in Q1 expected to settle Q3.

AZZ Inc. reported Q1 FY2027 sales of $448.5M (+6.3% YoY), with Metal Coatings up 12.3% to $210.3M and Precoat Metals up 1.5% to $238.2M. Adjusted net income rose 3.6% to $55.8M; adjusted diluted EPS increased 3.9% to $1.85. The company raised full-year FY2027 guidance: sales now $1.80–1.85B (prior $1.725–1.775B), adjusted EBITDA $375–415M (prior $360–400M), and adjusted diluted EPS $6.75–7.15 (prior $6.50–7.00). Net leverage remains healthy at 1.4x; dividend increased 20% to $0.24/share.