Most material SEC filings — July 20, 2026

As of July 19, 2026, Bitmine holds 5.78M ETH tokens (4.8% of total ETH supply of 120.7M), valued at ~$10.9B at $1,879/ETH, plus $385M cash and marketable securities, totaling $11.5B in crypto and cash holdings. The company repurchased 5.5M common shares in the past week at $15.6156/share (~$85.9M) under a previously authorized $4B share repurchase program. Bitmine also holds 4.92M staked ETH generating projected annualized revenues of $247M, and owns stakes in Beast Industries ($180M) and Eightco Holdings/ORBS ($58M). The company was added to the Russell 1000 index on June 26, 2026.

Tempus AI agreed to acquire Personalis Inc. for $16.25 per share in an all-stock transaction (with option for up to 50% cash), valuing the company at $1.5B net of Tempus' existing stake. Personalis shareholders will receive a floating exchange ratio capped at 0.3356 Tempus shares per Personalis share. Closing expected late 2026/early 2027, subject to shareholder approval and regulatory clearance. Transaction builds on existing November 2023 partnership where Tempus invested and began commercializing Personalis' NeXT Personal MRD test.

On July 20, 2026, TEN Holdings, Inc. received notice of delisting or failure to satisfy continued listing rules/standards, triggering transfer of listing. No specific counterparties, dollar amounts, or remediation details are disclosed in this 8-K filing. The filing contains only Item 3.01 notification and XBRL exhibits; substantive disclosure of the delisting trigger is absent.

Smart Powerr Corp. (market cap ~$27.9M) filed an 8-K on July 20, 2026, reporting Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard. The filing does not provide specific details on which listing standard was not met, the remediation timeline, or transfer plans, only that a delisting notice was issued as of July 17, 2026.

DT Cloud Star Acquisition Corp received a Nasdaq delist determination letter on July 15, 2026, after failing to maintain the minimum $50M market value of listed securities (MVLS) requirement under Listing Rule 5450(b)(2)(A) during the 180-day compliance period ending July 14, 2026. Trading will be suspended July 24, 2026 unless the company appeals by July 22, 2026; the company has requested a hearing to stay suspension. The company also failed to meet the 400 shareholder minimum requirement, receiving a separate delisting basis.

Tempus AI, Inc. agreed to acquire Personalis, Inc. in a two-step merger dated July 20, 2026, whereby each Personalis shareholder receives Parent Class A Common Stock at an exchange ratio (not numerically specified in filing excerpt) plus potential cash up to 50% of aggregate shares at Parent's election. The transaction is structured as a tax-free reorganization under Section 368(a) of the Internal Revenue Code, with closing expected within 3 business days of condition satisfaction. Personalis has 106.75M shares outstanding (as of July 16, 2026) and trades on Nasdaq; Tempus AI had 175.2M Class A shares outstanding as of July 17, 2026.

Magnolia Oil & Gas agreed to acquire 100% of WildFire Energy I LLC for estimated ~$4.1B (as of July 6, 2026), comprising $2.65B cash, $805M in stock (32.2M shares at $25.01/share), and assumption of $600M in 7.5% senior notes. WildFire holds ~810,000 net acres primarily in East Texas (Eagle Ford, Austin Chalk, Woodbine), producing 53 MBoe/d (~70% oil); proved reserves 271.2 MMBoe as of Dec 31, 2025. Financing: $100M cash on hand, $970M equity offering, $1.1B revolver draw, $500M new 7% notes. Expected close Q3 2026.

Knightscope reported preliminary Q2 2026 revenue of approximately $9 million, a >200% increase from $2.7 million in Q2 2025, representing a new quarterly record. The company now serves 434 clients across 42 U.S. states under its new Autonomous Security Force integrated strategy. Results are unaudited and subject to completion of quarter-end closing; final results expected mid-August 2026.

WildFire Energy I LLC agrees to sell 100% of WildFire Intermediate Holdings LLC (the Company Group) to Magnolia Oil & Gas Operating LLC and Magnolia Oil & Gas Corporation. Purchase price: $4,061,515,600 comprising $3,250,000,000 cash plus 32,203,000 shares of Magnolia Class A Common Stock valued at $811,515,600. Effective date July 19, 2026. Transaction includes oil & gas leases, wells, fee mineral interests, pipeline system, Burleson Sand Mine, and related surface rights across specified assets.

Director Fairmount Funds Management LLC (CBIO) bought 1.4M shares (~$20.0M) on the open market (38% of holdings). Open-market insider purchase — historically a bullish signal.

Goldenwise Capital Group, holding 6.6% of Phunware (approximately 0.4M–0.5M shares), filed a Schedule 13D/A on July 9, 2026, demanding removal of Chairman Elliot Han and replacement with four named directors. The activist cites stock collapse from ~$10 (Jan 2024) to ~$1.90 (Jun 2026), $80M market-cap destruction despite $120M raised in 2024, $15M annual operating losses on ~$3M revenue, executive turnover, and director compensation (~$250K annually per director) disproportionate to a $40M market-cap company. Goldenwise opposes new ATM dilution and acquisitions without board governance reform, threatens Delaware fiduciary-duty litigation, and warns of proxy contest at 2026 AGM. Recent transactions (May–July 2026) show Goldenwise accumulating shares, buying 221K net shares at $1.89–$2.50 and shorting puts.

On July 19, 2026, Leopard REIT LLC agreed to merge with LXP Industrial Trust via Leopard Merger Sub LLC, with LXP shareholders receiving $61.20 per common share in cash. LXP has 58,040,726 common shares outstanding (as of July 17, 2026 capitalization date), implying ~$3.56B equity consideration. Brookfield Asset Management and CPPIB provide equity and debt financing commitments. Merger includes conversion of 1,935,375 Series C Preferred Shares into equivalent preferred units. Deal expected to close 5 business days after condition satisfaction.

AMC reported Q2 2026 total revenues of $1,596.7M (up 14.2% YoY) and Adjusted EBITDA of $321.4M (up 69.6% YoY)—both company records in its 106-year history. The company refinanced $400M of 12.75% Senior Secured Notes due 2027 (extending maturity 4 years), raised ~$85.3M gross from ATM equity offering, received $155.8M in exchangeable note conversions to common stock, and completed a $200M registered direct offering. These actions eliminated/initiated elimination of ~$282M debt and reduced annual cash interest by $16M, with expected additional $51M reduction from leverage-triggered rate cuts on 75% of debt. No material debt maturities now expected until 2029. Cash position improved to $778.4M from $428.5M at year-end 2025.

IREN announced $2.8 billion in new multi-year cloud services contracts with leading AI developers (Microsoft, NVIDIA, Perplexity, Figure AI, Together AI, and others), raising its year-end 2026 AI Cloud ARR target from $3.7 billion to over $4 billion. Approximately 85% of the new ARR target is now under contract; customer prepayments cover ~45% of associated GPU capital expenditure. The company holds $7.6 billion in cash (including $1.7 billion restricted for Microsoft GPU financing).

Hut 8 signed a 15-year, $9.8 billion lease with the same high-investment-grade tenant from Phase 1, doubling its contracted capacity at Beacon Point to 704 MW. This brings total contracted capacity across Hut 8's AI data center portfolio to 949 MW with $26.6 billion base-term contract value and ~$1.75 billion average annual NOI. The company also announced a $250 million stock repurchase program (6.2M shares, ~5% of outstanding) initiated December 2024.

Solstice Advanced Materials announced a proposed acquisition of Element Solutions, creating a combined company with ~$6.8B in 2025 pro forma revenue and $1.7B combined adjusted EBITDA (including $180M+ synergies by Year 3). The all-stock transaction targets $50M–$210M in cumulative run-rate synergies by Year 3 across footprint optimization, supply chain, and operational improvements. Combined leverage expected at 3.1x (including synergies) or 3.5x (excluding), with committed $4.7B bridge financing. Deal positioned to accelerate electronics materials growth (from low-single-digit to mid-to-high-single-digit CAGR) while maintaining nuclear as a core growth pillar ($2B+ backlog). Stockholder votes and regulatory approvals required.

Tenon Medical received notice on July 17, 2026, that it regained compliance with Nasdaq's stockholders equity requirement (minimum $2.5M) following completion of a $4.2M public offering of common stock and warrants on July 1, 2026. The company must re-evidence compliance in its Q3 2026 10-Q filing or faces delisting risk.

Solstice Advanced Materials announced an agreement to acquire Element Solutions (publicly traded, ~$3.9B market cap) for an unspecified all-stock transaction. The combined company will have ~$6.8B in 2025 revenue and $1.7B combined Adjusted EBITDA (including $180M+ year-3 synergies). Expected synergies of $180M+ by year 3 ($210M run-rate), primarily from cost takeout ($180M) and revenue synergies. Combined entity targets 3.1x net leverage (3.5x excl. synergies), maintaining strong credit ratings (Ba1/BB+). Deal expected to be accretive to adjusted EPS in year 1.

Big Digital Energy and 10NetZero completed a 50/50 joint venture acquisition of a ~50-acre power-ready industrial site in Hood County, Texas on July 20, 2026. The site currently has 17 MW operational power, can expand to 111 MW grid capacity (subject to ERCOT validation), and potentially 300 MW total with behind-the-meter generation. No purchase price, financing terms, or Big Digital's cash outlay disclosed; company engaged Northland Capital Markets as financial advisor and is seeking development partners and offtakers.

Barbara Humpton retires as CEO and Board director effective October 1, 2026. Thras Moraitis, CEO of Serra Verde, succeeds her as CEO (with Serra Verde integration expected by end-August). Michael Blitzer, current Board Chairman and significant shareholder, elected Executive Chairman effective immediately. Humpton receives: 219,329 vested RSUs (granted under 2024 plan), $500,000 prorated annual bonus, accrued salary, and vested benefits. Blitzer receives annual $170,000 cash retainer, automatic annual RSU grants valued at $2.53M, and $500,000 one-time RSU award (31,427 units), all vesting over 3 years contingent on continued service as Executive Chair.

On July 17, 2026, SES AI received notice from NYSE that it failed to maintain the minimum $1.00 average closing price over 30 consecutive trading days required under Section 802.01C of the NYSE Listed Company Manual. The company has six months to cure the deficiency by returning the stock price to at least $1.00; trading continues uninterrupted during the cure period. SES AI must respond to NYSE within 10 business days with its compliance plan.

On July 16, 2026, Laser Photonics entered into a definitive agreement whereby warrant holders exercised 2,528,572 existing warrants (Series A-5 and A-6, $0.975 exercise price) for gross cash proceeds of approximately $2.5 million. In exchange, the Company issued new Series A-7 warrants (800,000 shares, 5-year term) and Series A-8 warrants (4,257,144 shares, 24-month term), both at $0.975 exercise price, to five counterparties: Armistice Capital Master Fund Ltd., Lind Global Fund III LP, Intracoastal Capital LLC, Iroquois Master Fund Ltd., and Iroquois Capital Investment Group LLC. Closing expected ~July 20, 2026.

Aureus Greenway (Parent) and Autonomous Power Corporation amended their March 8, 2026 merger agreement on July 17, 2026. The earnout consideration increased from 50M to 55M Parent shares, now fully vested and non-contingent at closing with no performance conditions—a material change from the original tiered, performance-based structure. Company repurchased 8,345 shares from Stonebridge/Ziv Marom; the deal also adds HSR Act approval as a closing condition and extends the end date by 45 days if antitrust remains pending.

Mesa Royalty Trust (NYSE: MTR) announced on July 20, 2026 that no monthly distribution will be paid for July 2026 because costs, charges, and expenses exceeded revenue from oil and natural gas production. The trust also noted it must rebuild cash reserves to $2.0 million before distributions resume at normal levels, and disclosed accumulated excess production costs that will materially reduce future distributions.

Wheeler Real Estate Investment Trust, Inc. filed an 8-K on July 20, 2026 disclosing an unregistered sale of equity securities (Item 3.02) as of July 14, 2026. The filing document itself contains no disclosed dollar amounts, share counts, pricing, or counterparty identities—only the metadata indicating such a transaction occurred. The actual terms and details are not provided in the accessible filing text.

On July 1, 2026, Seer's Chair and CEO Omid Farokhzad submitted an unsolicited, non-binding proposal to acquire all outstanding Class A shares at $2.45 per share in cash plus two contingent value rights. On July 20, 2026, the Special Committee (directors Meeta Gulyani and Nicolas Roelofs) unanimously rejected the proposal, determining it undervalues the company and fails to reflect long-term growth prospects.

On July 14, 2026, DUOS Technologies Group acquired real property at 8 Corporate Ridge Parkway, Columbus, Georgia. The purchase is structured with a seller contingent earnout note of up to $15,000,000 payable in three $5,000,000 tranches upon achievement of power capacity milestones: 10 MW total capacity (First), 15 MW (Second), and 20 MW (Third) by July 2029. Earnout may be paid in cash or DUOS stock at $10.50/share, with security interests in the property securing the obligations.

Aterian issued 1.75M shares of Series AA Preferred Stock and 1.75M shares of Series AAA Convertible Non-Redeemable Preferred Stock to David E. Lazar at $2.00/share (total $7.0M) on April 27, 2026. Concurrently, the company established a Contingent Value Rights (CVR) agreement providing common shareholders and warrant holders with pro-rata rights to receive proceeds from specified events (asset sales, escrow releases, inventory sales, tax refunds, restricted cash releases) through March 1, 2028. The preferred shares convert at $0.0148/share, subject to full stockholder approval of share authorization increases and conversion rights. Preferred holders have liquidation preference parity with each other and senior to common, but no voting or dividend rights until conversion.

Lionheart Holdings (Nasdaq: CUB), a SPAC with ~$200M in trust, signed a non-binding letter of intent on July 15, 2026 to merge with KEO Energy (Maha Energy Indiana Inc.), a Venezuelan oil company owned by Keo Capital AB. The deal values KEO Energy at a preliminary indicative $400M enterprise value pre-money. The merger targets a Nasdaq listing and contemplates a six-person board (3 from each side), with Paolo Fidanza as Executive Chairman. Definitive agreement targeted for August 17, 2026, but deal remains subject to OFAC approval, Venezuelan government authorization, due diligence, shareholder votes, and other closing conditions.

On July 14, 2026, Optex Systems Holdings Inc and Optex Systems Inc (jointly) entered a Master Equipment Finance Loan and Security Agreement with Texas Capital Bank. The agreement provides for financing of unspecified equipment (details in Exhibit A, not disclosed in filing). Terms include: cross-collateralization of all obligations; interim interest at Term SOFR + 2.75%; monthly interest payments; financial covenants including Fixed Charge Coverage Ratio ≥1.25x and Total Leverage Ratio ≤3.0x; and broad default triggers. The Interim Funding Addendum allows drawdowns until January 10, 2027 at 1.0% premium if not converted to a Schedule by that date.

Tempus AI (Parent) agreed on July 20, 2026 to acquire Personalis (Company) via dual merger structure. Company stockholders will receive Parent Class A Common Stock as merger consideration (Exchange Ratio TBD), with option for up to 50% cash consideration at Parent's election. Company has 106.75M common shares outstanding as of July 16, 2026, plus 14.9M options, 626K RSUs, and 575K PSUs. Transaction requires Company stockholder approval and is intended to qualify as tax-free reorganization under Section 368(a) of Internal Revenue Code.

Murchinson Ltd., holding ~9.0% of Nano Dimension (18.8M ADS), settled its proxy contest on July 17, 2026. Four directors—Pons, Stehlin, Rosensweig, and Sriubas—resigned irrevocably with no severance. Three Murchinson-nominated directors—Fruchthandler, Rozenbaum, and Tarlow—were immediately appointed to the board. Murchinson withdrew its extraordinary meeting demand; the scheduled July 31 EGM was cancelled. Broad mutual releases of all claims between parties (except breach claims) and a covenant not to sue were executed.

Armata Pharmaceuticals submitted its complete Phase 3 superiority protocol and comprehensive FDA responses for AP-SA02 (S. aureus bacteriophage therapeutic), with Phase 3 initiation planned for H2 2026. The company received an additional $2.5 million from the Department of Defense (total DoD funding now $28.7 million), and promoted David House to Chief Financial Officer from Senior Vice President of Finance.

On July 20, 2026, Rockwell Medical announced it regained compliance with Nasdaq Listing Rule 5550(a)(2) requiring a minimum closing bid price of $1.00 per share or greater. The company maintained this threshold from July 1–15, 2026, and Nasdaq closed the matter. The company remains listed on Nasdaq Capital Market under ticker RMTI with no delisting risk.

Chief Executive Officer Huang Jack Jiajia (COE) bought 641K shares (~$8.5M) on the open market (90% of holdings). Open-market insider purchase — historically a bullish signal.

Oncolytics received FDA Fast Track designation for pelareorep combined with checkpoint inhibitors for second-line and later squamous cell anal carcinoma (SCAC). This is the company's third Fast Track designation in gastrointestinal cancers (prior: colorectal in Feb 2026, pancreatic in late 2022). The designation targets an estimated $1B annual U.S. market with no FDA-approved therapies post-first-line; GOBLET study showed 30% response rate (vs. 45.7% historical), 15.5-month median duration of response, and 82% 12-month overall survival.

Andi R. Owen, President and CEO since at least August 2018, commenced leave of absence on May 30, 2026, and will retire effective June 30, 2026. She receives $1.687M severance (18 months base salary), 18 months COBRA continuation, and retirement treatment on equity awards (prorated PSUs, full vesting on certain RSUs, full option vesting). Jeffrey M. Stutz, effective June 30, 2026, becomes Interim CEO at $900K annualized base salary, 125% AIP target, and 325% LTI equity target, with 3x stock ownership requirement ($2.7M).

FinWise Bancorp acquired Tallied Technologies' credit card issuance and processing platform on July 20, 2026. The acquisition, funded with cash on hand, brings in-house the technology previously operated by a third-party vendor; FinWise expects $4.0 million in integration costs over the next year and will now retain approximately $50 million in credit card receivables previously held with credit enhancement, capturing full economics (interest income, interchange, and credit exposure). The Tallied engineering team joins FinWise, eliminating integration risk since the platform was already live in the Bank's systems.

Amesite Inc. entered into an At-The-Market Offering Agreement dated July 17, 2026 with H.C. Wainwright Co., LLC to sell up to $2,266,112 of common stock at market prices. The Manager will receive a 3.0% placement fee on gross sales proceeds. The offering is registered under Form S-3 (File No. 333-282999) filed with the SEC. This is a continuous offering mechanism allowing Amesite to issue shares over time at prevailing market prices.

Greenland Mines reported a 2026 mineral resource estimate for Skaergaard showing +31% increase in Indicated PdEq contained metal (11.41 to 15.00 Moz) and +36–44% grade uplift versus the 2022 baseline. The upgrade reflects updated metal prices (gold US$3,500/oz vs. US$1,800/oz prior) and improved block-model methodology replacing dilutive panel geometry; tonnage decreased modestly (−3.4% Indicated, −13.6% Inferred) but per-ton NSR value improved. The S-K 1300 regulatory conversion provides foundation for planned Initial Assessment evaluating open-pit scenarios.

Director RA CAPITAL MANAGEMENT, L.P. (ARTV) bought 160K shares (~$1.4M) on the open market (0.9% of holdings). Open-market insider purchase — historically a bullish signal.

Executive Chairman Heinrich Michael (ZSTK) bought 5.1M shares (~$3.5M) on the open market (91% of holdings). Open-market insider purchase — historically a bullish signal.

H.B. Fuller amended its credit agreement on July 17, 2026, refinancing $700M revolving commitments and $420M term A loans (totaling $1.12B) and adding a $100M incremental revolving commitment. The amendment also permits a $917M unsecured bridge facility and permanent financing up to $1B to fund the acquisition of Advanced Medical Solutions Group PLC. Counterparties include JPMorgan Chase, Goldman Sachs, Citibank, U.S. Bank, and others.