Most material SEC filings — July 13, 2026

Matinas BioPharma Holdings (clinical-stage biopharmaceutical, $4.5M market cap) agreed to merge with GH Power Inc. (Ontario-based clean energy/critical minerals company) via a dual transaction: GH Power amalgamates with Merger Sub A to form Canada Surviving Corp (subsidiary of Pubco), then Matinas merges with Merger Sub B to become subsidiary of Pubco. Matinas shareholders receive 0.1 Pubco Common Shares per Matinas share; GH Power shareholders receive Pubco shares per Plan of Arrangement. Combined entity to list on NYSE.

As of July 12, 2026, Bitmine holds 5.77 million ETH (4.8% of total supply, valued at ~$10.5B at $1,820/token), 206 BTC, $180M in Beast Industries, $69M in Eightco (ORBS), and $482M cash/marketable securities, totaling $11.3B in crypto and cash holdings. The company closed a $273.8M net proceeds offering of 3.5M shares of 9.50% Series A Preferred Stock (BMNP, NYSE) on June 10, 2026, and was added to Russell 1000 on June 26, 2026. Bitmine has staked 4.9M ETH generating 7-day yields of 2.70% annualized (~$242M projected annual staking revenue).

Tavia Acquisition Corp. (Nasdaq: TAVI) and Vita Inclinata Technologies signed a non-binding Letter of Intent for a business combination valuing Vita at $450M pre-money enterprise value. The transaction is contingent on Vita completing a pending defense/industrials acquisition. Definitive agreement expected within 30 days, with closing targeted for Q4 2026; institutional investors and strategic partners have provided non-binding indications of interest.

Pluri Inc. filed Form 8-K Item 3.01 on July 13, 2026, reporting a notice of delisting or failure to satisfy continued listing requirements. The filing contains no specific dollar amounts, transaction details, or remediation timeline. This indicates the company has fallen below Nasdaq/exchange listing standards, though the precise cause and cure period are not disclosed in this notice document.

Beneficient committed $7.44 million in stated value of Resettable Convertible Preferred Stock to Quartus AI Fund II LP, with potential scaling to $26.25 million if the fund reaches its $150 million target. The transaction adds $7.44 million of tangible book value to public stockholders and increases ExAlt loan portfolio collateral by the same amount. Year-to-date, Beneficient's GP primary capital transactions have contributed $17.2 million of aggregate tangible book value.

Babcock & Wilcox announced redemption of all $61.4 million principal of 6.50% Senior Notes due 2026 at par (100% of principal) on August 13, 2026, plus accrued interest and make-whole amount. Simultaneously, the Board authorized a $50 million share repurchase program beginning after Q2 2026 10-Q filing, executable via open market or negotiated transactions at management discretion with no expiration or purchase obligation. Redemption will eliminate remaining outstanding notes; repurchase program is discretionary and subject to lender approval.

BNB Plus Corp. (BNBX) received a delisting determination from Nasdaq on July 14, 2026, due to non-compliance with the $1.00 minimum bid price requirement. The company will transition to trading on OTCQB Venture Market under the same ticker (BNBX) and has requested Nasdaq Listing Council review, though the request does not stay delisting. The company remains a fully reporting public company with the SEC.

Q32 Bio announced 36-week topline results from SIGNAL-AA Part B, a Phase 2a trial of bempikibart (IL-7Rα antagonist) in severe/very severe alopecia areata. In the modified intent-to-treat population (n=25), bempikibart achieved 35.3% mean SALT score reduction, with 40.0% of patients achieving SALT-20 response; 30.3% SALT-20 response in full ITT (n=33). Safety profile was favorable with no Grade 3+ adverse events, negligible anti-drug antibodies, and predominantly mild injection site reactions (4% incidence). Company plans registration-directed program initiation in H1 2027.

Planet Green Holdings Corp. (NYSE American: PLAG) executed an At-The-Market (ATM) sales agreement dated July 13, 2026, with Curvature Securities, LLC, enabling the company to offer and sell up to $8,922,860 of common stock over time at prevailing market prices. The agent will receive a 3.0% commission on gross proceeds from each sale. The agreement permits the company to issue shares through placement notices without advance commitment, subject to registration statement effectiveness and board authorization.

Tonix announced a managed Medicare payer agreement effective January 1, 2027, covering approximately 9 million Medicare beneficiaries (16% of ~55 million U.S. Medicare lives). Combined with two prior commercial payer agreements and Medicaid availability, total pharmacy coverage reaches ~145 million covered lives (46% of 314 million U.S. covered lives). In response, Tonix is expanding its sales force by 50 representatives (to ~150 total) by mid-Q3 2026.

Q32 Bio reported 36-week topline results from Part B of SIGNAL-AA trial of bempikibart (anti-IL-7Rα antibody) in 33 patients with severe/very severe alopecia areata: mean 35.3% reduction in SALT score (primary endpoint), 40% achieved SALT-20 response in mITT analysis, generally well-tolerated with no new safety signals. Company intends to advance into registration-directed program in first half of 2027.

First Hawaiian, Inc. (FHB) agreed to acquire TriCo Bancshares (TCBK) for $63.12/share ($2,022mm aggregate value) in an all-stock transaction at a fixed ratio of 2.095 FHB shares per TCBK share. The combined entity will have ~$34bn in assets, making it the 6th largest bank headquartered in the Western U.S., with pro forma ownership of ~65% FHB shareholders and ~35% TCBK shareholders. The deal is expected to close by end of 2026, subject to regulatory and shareholder approvals.

First Hawaiian, Inc. (market cap ~$3.1B) agreed to acquire TriCo Bancshares for $2.022 billion in aggregate, or $63.12 per share, at a fixed exchange ratio of 2.095 FHB shares per TCBK share. The transaction creates a $34 billion asset combined entity, the 6th largest bank headquartered in the Western U.S., with FHB shareholders owning ~65% and TriCo shareholders ~35% post-close. Deal is expected to close by end of 2026, subject to regulatory and shareholder approvals. FHI projects ~6% 2027E EPS accretion (with full cost synergies), $61M in annual pre-tax run-rate cost savings, 4.7% TBVPS dilution with 2.8-year earnback, and high-teens internal rate of return.

Edgewise completed the sale of sevasemten and its muscular dystrophy business to Servier (an independent international pharmaceutical group) for $1.55 billion in upfront cash plus up to $1.1 billion in regulatory and commercial milestones (aggregate potential $2.65 billion). The company is refocusing entirely on cardiovascular programs: EDG-7500 for hypertrophic cardiomyopathy, EDG-15400 for heart failure with preserved ejection fraction, and EDG-003 for an undisclosed target. Upfront proceeds are expected to fully fund EDG-7500 through potential approval; EDG-7500 Phase 3 is expected to initiate Q4 2026 based on positive 12-week CIRRUS-HCM Phase 2 data.

On December 19, 2025, BioMarin Pharmaceutical agreed to acquire Amicus Therapeutics for $14.50 per share in cash. The aggregate transaction value is approximately $5.3 billion, including $4.6 billion in direct equity consideration, $142.6 million for RSU/PSU settlements, $62.9 million for in-the-money option settlements, and $432.9 million to repay Amicus debt. The merger closed April 27, 2026, funded by $3.65 billion in new debt ($2.8B term facilities + $850M notes) and $1.84 billion in cash/liquidated investments.

Paul Hennessy stepped down as CEO and board member effective July 13, 2026, after 4 years as CEO and 11 years on the board. Rik Powell, CFO since November 2024, was appointed Interim CEO while retaining CFO duties. Powell receives $75,000/month additional compensation plus $450,000 RSU grant (cliff-vesting at 6 months). Hennessy remains as non-executive advisor through August 7, 2026. The board is conducting a permanent CEO search.

Cumberland Pharmaceuticals announced a special cash dividend of $1.50 per share (record date July 23, 2026; payment date July 31, 2026) funded by proceeds from its strategic transaction with Apotex Health Corp., which closed with $100M upfront cash plus up to $11M in contingent payments. The company also authorized a $5M share repurchase program and stated it will retain significant liquidity for product development, specifically ifetroban clinical programs in DMD cardiomyopathy, systemic sclerosis, IPF, and cancer metastasis.

Chief Executive Officer Seto Wai Yue (TDIC) bought 652K shares (~$2.4M) on the open market (89% of holdings). Open-market insider purchase — historically a bullish signal.

Effective January 1, 2027, Compass Diversified (CODI, market cap ~$419M) amended its management services agreement with Compass Group Management LLC, reducing the base management fee from 2.00% to 1.25% of Adjusted Net Assets (tiered down to 1.00% above $5B ANA), with a 2027 cap of $30 million. The prior single incentive fee is replaced with two awards: a Share Alignment Award (0.125% of average ANA) and a Performance-Based Award (0.125% target, 70% TSR/30% EBITDA, with zero payout if negative TSR or share price+distributions below $17.25). Expected 2027 savings: $19–22 million versus prior formula. Agreement amended nine times since 2006.

Chief Executive Officer Huang Jack Jiajia (COE) bought 563K shares (~$9.3M) on the open market (1.8% of holdings). Open-market insider purchase — historically a bullish signal.

Resideo Technologies completed its Investor Day presentation on July 13, 2026, ahead of the planned August 3, 2026 spin-off of ADI Global Distribution. Post-spin, Resideo will be a pure-play building technologies company with FY2025 standalone adjusted revenue of $2.9B and $581M standalone adjusted EBITDA (20.3% margin). The company targets 4-5% revenue CAGR through 2030, gross margin expansion to 43-45%, and adjusted EBITDA margin expansion to 23-25% by 2030, with net leverage target of 2.0x within ~24 months post-spin. Spin shareholders will receive 1 ADIG share per 2 REZI shares held.

Executive Chairman Hannigan Todd (IPX) bought 525K shares (~$1.9M) on the open market (1.9% of holdings). Open-market insider purchase — historically a bullish signal.

Chesapeake Utilities and subsidiary Peninsula Pipeline Company announced the Florida Energy Pathway (FEP), a 24-inch intrastate natural gas pipeline in south Florida with ~$1.2B total estimated investment. The project is anchored by firm commitments of ~250,000 dekatherms/day from investment-grade shippers; Chesapeake intends to retain majority ownership (>51%) while seeking third-party partners for up to 49% equity stake. In-service target is 2030.

10% owner Grace & Mercy Foundation, Inc. (GLOO) bought 923K shares (~$3.0M) on the open market (21% of holdings). Open-market insider purchase — historically a bullish signal.

10% owner Aqua Capital, Ltd. (ENR) bought 60K shares (~$1.2M) on the open market (0.8% of holdings). Open-market insider purchase — historically a bullish signal.

On July 10, 2026, Aptera Motors Corp. closed an inducement offering in which holders exercised existing March 2026 warrants to purchase 2,880,000 Class B shares at $2.07/share, generating $5.96M gross proceeds. In consideration, Aptera issued new unregistered warrants to purchase 4,320,000 Class B shares at $2.25/share, exercisable 6 months post-issuance and expiring 5.5 years later. The new warrant shares (150% of exercised shares) are restricted and subject to a resale registration statement filing.

SoundHound AI (market cap ~$3.6B) is acquiring LivePerson Inc. via merger agreement signed April 21, 2026 (amended July 2, 2026). Total consideration: ~$271.8M, comprised of $231.7M in SoundHound Class A shares to settle LivePerson's Secured Notes ($178M First Lien, $83.2M Second Lien), $31.6M in shares to non-TASE common shareholders, $7.2M cash to TASE shareholders (capped), and equity awards (~$1.3M). SoundHound also completed acquisition of Interactions Corp on September 3, 2025 for undisclosed cash/earnout (included in pro forma). Pro forma combined 2025 revenue: $455.4M; pro forma Q1 2026 revenue: $101.2M. Share count increases from ~405M to ~448M (FY2025 pro forma) and ~421M to ~464M (Q1 2026 pro forma).

10% owner COLUMBUS CIRCLE 3 SPONSOR Corp LLC (CCCTU) bought 265K shares (~$2.6M) on the open market (50% of holdings). Open-market insider purchase — historically a bullish signal.

Director Moret Silvestre Vila (GGAL) bought 400K shares (~$2.2M) on the open market (12% of holdings). Open-market insider purchase — historically a bullish signal.

One year after acquiring The Shyft Group (July 1, 2025) and listing on NASDAQ, Aebi Schmidt raised its annual synergy target from $25–30M to at least $40M (pre-merger targets vs. current run-rate). FY2025 combined revenue was $1.907B with 8.2% adjusted EBITDA margin; Q1 2026 saw 29% YoY order intake growth and 21% adjusted EBITDA growth. Management targets >$3B revenue and mid-teens EBITDA margin by 2030 via organic growth (~6% CAGR), ~$500M M&A, and $400M from synergies/operational improvements.

Armata received FDA agreement on an Agreed Initial Pediatric Study Plan (iPSP) for AP-SA02, establishing a regulatory framework for pediatric evaluation in complicated Staphylococcus aureus bacteremia patients up to age 17. Pediatric studies will be deferred until adult Phase 3 data are generated (Phase 3 expected to start H2 2026), followed by a single open-label pediatric safety/efficacy study. No financial figures, counterparties beyond FDA, or share counts disclosed.

Plug Power agreed to sell its Graham, Texas project (66.3 acres, 164 MW interconnection) to Stream US Data Centers for $50 million at closing (expected July 31, 2026) plus up to $26.5 million contingent on final MW load in interconnection agreement. Simultaneously, parties restructured the New York Gateway Project sale into staged closings: Stream's $6.5 million prior escrow released to Plug, Stream depositing new $10 million toward land purchase, long-stop date extended to March 31, 2027 for non-land assets. Combined transactions expected to generate ~$80 million near-term liquidity, with additional $14 million from released collateral.

Hillman Solutions launched a debt refinancing comprising a $735M Term Loan B (maturing 2033, arranged by Jefferies) and $375M ABL facility (maturing 2031, arranged by U.S. Bank) to refinance existing 2027-2028 obligations. Q2 2026 preliminary results show net sales of $440–$444M (up 9–10% YoY) and adjusted EBITDA of $76–$78M (up 1–4% YoY); full-year 2026 guidance reiterated at $1.63–$1.73B sales and $275–$285M adjusted EBITDA.

Picard Medical announced Q1 2026 results showing 85% YoY revenue increase (116% in U.S.) and gross margin improvement from -4% in 2025 to 24% in Q1 2026. The company also detailed its Emperor platform development roadmap with FDA Breakthrough Device pursuit, planned IDE submission in 2028, and clinical studies targeting 2029. Leadership transition noted with Richard Fang as Interim CEO.

Oncolytics reported clinical progress on REO 033, a randomized Phase 2 trial of pelareorep plus FOLFIRI/bevacizumab for RAS-mutant MSS colorectal cancer. Approximately half of planned clinical sites activated by end of July 2026 with 20+ patients pre-identified; remaining sites expected activated by end of August. Company scheduled Type D meeting with FDA in first half of August 2026 to discuss adding Part B—a registration-directed study component designed to support accelerated and full approval—with Part A tumor response data expected by year-end 2026 and Part B enrollment targeted for Q1 2027.

Trex realigned its North American distribution network, appointing Specialty Building Products (SBP) as sole national distributor of decking/railing products and adding regional partners WS Building Materials, Coastal Forest Products, and BlueLinx; simultaneously transitioning away from Boise Cascade. Q2 2026 preliminary revenue came in at approximately $418M (above $388–$403M guidance), with Adjusted EBITDA ~$112M. Full-year 2026 guidance raised to $1.215B–$1.250B net sales and $335M–$350M Adjusted EBITDA.

On May 13, 2026, Rithm completed a $102.1M multifamily transition loan portfolio purchase from Genesis via its CRE Repurchase Facility at 75% advance rate, with 9.1% gross coupon and 14.0% net levered yield. Concurrently, the company announced a public offering of common stock and concurrent private placement to finance an anticipated $951.1M Genesis loan portfolio acquisition (86 loans across construction, bridge, and renovation) expected to close in July 2026 using offering proceeds, private placement capital, and repurchase facility borrowings at ~75% advance rate and 13.4% net levered yield.