Most material SEC filings — July 22, 2026

Intersnack Group GmbH Co. KG (Parent) agreed to acquire Utz Brands, Inc. via merger with Merger Sub for $14.25 per Class A Common Share in cash (Merger Consideration). The agreement, dated July 20, 2026, also includes a $44 million Tax Receivable Agreement (TRA) termination payment to Continuing Stockholders (Series U and Series R) and a Recapitalization whereby Continuing Stockholders will own 50% of Company LLC post-Closing. The Special Committee and Company Board unanimously approved the transaction as fair and in the best interests of unaffiliated stockholders.

Axe Compute announced $1.3B in new customer contracts (exceeding its $1B midyear 2026 target) across U.S. and Europe under its Build program, structured as five-year commitments with upfront prepayments. Revenue deployment begins late Q4 2026 with prepayments in Q3 2026, projected to boost ARR to over $384M upon deployment. CEO stated additional $2B in contracts possible by year-end.

CID Holdco issued 400,000 shares of Series AA Preferred Stock and 800,000 shares of Series B Preferred Stock for $6,000,000 total ($2M Series AA at $5/share; $4M Series B at $5/share) to Alumni Capital LP (lead investor) and Veridis Capital LLC. Series AA converts to Common Stock at $1.00/share; Series B converts to Series AAA at $5.00/share which then converts to Common Stock at $0.0901/share. Investors gain board seat (15% holder) and majority control (Series B trigger event), plus registration and participation rights.

On July 21, 2026, NOVAGOLD entered into definitive agreements to acquire Paulson Advisers' 40% ownership interest in Donlin Gold for an all-share transaction. NOVAGOLD (currently 60% owner) will acquire Paulson's stake, resulting in 100% ownership. Current NOVAGOLD shareholders will own ~65% of the new U.S.-domiciled parent (NovaGold Corporation); Paulson will own ~40% economic interest (capped at 19.99% voting) on a fully diluted basis. The transaction, valued at implied ~$4.2B equity value based on NOVAGOLD's $5.63/share closing price on July 21, 2026, is expected to close Q4 2026 subject to 66⅔% shareholder approval, court approval, and regulatory clearances. Paulson and certain NOVAGOLD insiders holding ~28% of shares have committed voting support.

On July 17, 2026, SunPower Inc. settled three OTC equity prepaid forward transactions with: (1) Meteora Capital funds—$6.44M settlement amount, 10.15M maturity shares issued on 3.22M original shares; (2) Polar Multi-Strategy Master Fund—$4.18M settlement amount, 6.59M maturity shares issued on 2.09M original shares; (3) Diametric True Alpha funds—$995K settlement amount, 1.16M settlement shares issued on 498K original shares plus monthly $50K amortization payments through full settlement. Total share issuance: ~17.9M shares. All agreements include registration statement obligations (Form S-1 within 5 business days, effective by Aug 14, 2026) with 1.0% monthly registration default penalties if missed.

On July 2, 2026, Iridium closed acquisition of Aireon LLC for ~$366.7M ($183.4M cash at close, $183.4M seller note due 1 year, 0% interest). Deal expected to add $100M+ annual service revenue and $30M OEBITDA. Separately, on June 28, 2026, Rocket Lab agreed to acquire Iridium (expected mid-2027 close, subject to stockholder approval). Q2 2026: revenue $225.2M (+4% YoY), net income $9.7M ($0.09/share, down from $22.0M/$0.20 in Q2 2025 due to transaction costs), OEBITDA $119.1M (-2% YoY), subscribers 2.627M (+6% YoY).

Summit announced updated overall survival (OS) data from the global Phase III HARMONi trial of ivonescimab plus chemotherapy versus placebo plus chemotherapy in EGFR-mutated NSCLC patients previously treated with third-generation EGFR TKIs. The June 2026 data cut-off showed hazard ratio of 0.76 (95% CI: 0.62–0.98) in the full intention-to-treat population and western patient subgroup, with median OS of 16.8 months (ivonescimab + chemo) versus 14.0 months (placebo + chemo); western patient median follow-up improved from 9.2 months (April 2025 primary analysis) to 23.2 months. The BLA with FDA has a PDUFA goal date of November 14, 2026.

Monopar announced on July 22, 2026, that it has initiated a rolling New Drug Application (NDA) submission to the FDA for ALXN1840 (tiomolibdate choline), a first-in-class treatment for Wilson disease. The company has already submitted completed sections of the NDA and received FDA authorization for rolling review. ALXN1840 has Fast Track, Orphan Drug, and Rare Pediatric Disease (RPD) designations, with the RPD designation potentially entitling the company to a pediatric Priority Review Voucher (PRV) upon approval. The pivotal Phase 3 trial met its primary endpoint, demonstrating superior copper mobilization versus standard of care, with favorable safety across 266 patients.

Apex Treasury Corporation (Cayman Islands SPAC) agreed to merge with TECfusions, Inc. (Florida data center company) via a business combination. TECfusions shareholders receive Domesticated Purchaser Common Stock at an Exchange Ratio to be determined. The merger involves domestication of Apex to Delaware, issuance of PIPE investment securities, shareholder redemptions, and various regulatory filings. Closing expected after shareholder approvals and regulatory clearances, with outside date implications tied to financial statement delivery.

Kairos Pharma (market cap ~$6.9M) entered an Investigator-Initiated Research (IIR) agreement with Bayer HealthCare Pharmaceuticals dated July 16, 2026, to conduct a preclinical study combining Bayer's XOFIGO (radium-223 dichloride) with Kairos's lead candidate ENV-105 (carotuximab) in metastatic castration-resistant prostate cancer with bone metastasis. Study runs June–December 2026 with report due January 2027. Kairos retains ownership of study results but grants Bayer a non-exclusive, perpetual, royalty-free license to all data; Bayer holds a 3-month exclusive option to negotiate a license to study data and patent rights. No financial terms disclosed; agreement is standard IIR format with typical liability caps ($1,000/year) and confidentiality provisions (10-year post-term). Principal Investigator: Neil Bhowmick, PhD (Kairos CSO).

Kensington Capital Acquisition Corp. VI (SPAC, ~$232.7M assets) signed definitive merger agreement with Nth Cycle Inc., a Delaware corporation, dated July 21, 2026. Deal structure: two-step merger with Nth Cycle surviving as LLC subsidiary of domesticated Purchaser. Consideration includes stock exchange (ratio TBD based on fully-diluted shares), contingent earnout of up to 20M shares (10M at $15 stock price achievement, 10M upon 6,000 tpy refinery completion), both capped at 7-year post-close window. Concurrent PIPE investment of up to $100M minimum. No specific dollar valuation stated; exchange ratio and earnout triggers define economics.

LB Pharmaceuticals accelerated the expected topline results timing for its pivotal Phase 3 NOVA-2 trial of LB-102 in schizophrenia from H2 2027 to H1 2027, citing faster-than-expected enrollment across ~460 patients at 25 U.S. sites. The company will schedule a pre-NDA meeting with the FDA in H2 2027. CEO Heather Turner confirmed cash runway extends to Q2 2029, sufficient to fund multiple clinical readouts including Phase 2 ILLUMINATE-1 (bipolar depression, expected Q1 2028) and Phase 2 adjunctive MDD trial (H1 2029).

Cal-Maine Foods (market cap ~$4.1B) reported fiscal 2026 net income of $316.7M vs. $1,220.0M prior year (−74%), with sales down 31.7% to $2.91B. Conventional shell egg prices collapsed 50.9% YoY due to industry oversupply, while the company simultaneously announced a $54M investment to expand prepared foods capacity by 30% (effective H1 FY2028), acquired an additional Eggland's Best franchise territory (NE region, expected ~5% specialty egg volume growth annually), and shifted segment reporting to isolate three divisions: Conventional Shell Eggs, Specialty Shell Eggs, and Prepared Foods (which grew from $4.1M to $244.8M sales YoY). Prepared foods now represent 8.4% of fiscal 2026 sales vs. 0.1% prior year; combined specialty + prepared foods reached 44.4% of revenue.

ADTRAN Holdings (NASDAQ: ADTN, $706M market cap) announced Q2 2026 preliminary revenue of $280–282M, below guidance of $283–303M (a miss of ~$2–23M or 0.3–7.7% below midpoint). Non-GAAP operating margin: 3.5–4.0%, well below guidance of 5.0–9.0%. Non-GAAP EPS of $0.03–0.05, significantly below analyst consensus of $0.13. GAAP EPS: loss of $(0.12)–$(0.14). Management attributed miss to project delay from a single customer plus elevated component/freight costs. CEO stated underlying business and strategy unchanged.

Teledyne reported Q2 2026 net sales of $1,662.5M (+9.8% YoY), GAAP diluted EPS of $5.37, and non-GAAP diluted EPS of $6.28 (+20.8% YoY). The company raised full-year 2026 GAAP diluted EPS outlook from $20.08–$20.44 to $20.73–$20.99, and non-GAAP EPS from $23.85–$24.15 to $24.45–$24.65. Operating margin improved to 20.0% GAAP (23.4% non-GAAP) from 18.4% (22.2%) YoY. Digital Imaging segment led with 12.7% sales growth and 42.3% operating income growth. The company repaid $450M in debt during Q2, reducing net debt to $1,686.9M with a leverage ratio of 1.1x.

Worksport Ltd reported preliminary unaudited monthly results for April–June 2026: net sales grew 46% ($1.43M to $2.08M), while gross profit surged 132% ($310K to $720K). Gross margin expanded from 26% in Q1 2026 to a sustainable run rate above 35%. The company claims gross profit growth materially outpacing revenue signals progress toward operational cash-flow positivity. June 2026 marked the company's strongest month in history. Complete Q2 2026 results expected by August 11, 2026; all figures are preliminary and unaudited, subject to adjustment.

Norwood Financial reported Q2 2026 net income of $9.3M (up 50% YoY from $6.2M), record net interest income of $26.8M (+41% YoY), and diluted EPS of $0.86 (+29% YoY). The company successfully completed integration of Presence Bancshares, including core system conversion and brand consolidation. Total assets grew to $2.908B (+23% YoY); tangible book value per share reached $22.96, exceeding pre-acquisition value of $22.90. However, credit quality deteriorated: nonperforming loans rose to 1.23% from 0.45%, with a $22M commercial real estate exposure (five loans to four entities) filing for Chapter 11 bankruptcy in June 2026, generating $1.4M in net charge-offs.