Most material SEC filings — July 23, 2026

LivePerson Inc. mailed stockholder letters on July 23, 2026 urging approval of its pending acquisition by SoundHound AI Inc. (NASDAQ: SOUN). Most LivePerson stockholders will receive SoundHound shares valued at ~$3.33 per LivePerson share (22% premium to pre-announcement VWAP); Tel Aviv exchange holders receive cash equivalent. Secured noteholders agreed to exchange ~$350M par value debt at substantial discount. Special meeting scheduled August 20, 2026; board contacted 66 potential counterparties and determined SoundHound's offer maximizes shareholder value given LivePerson's 22% FY2025 revenue decline, 78% customer retention (below 105-115% target), and significant debt burden.

On July 22, 2026, Motorsport Games Inc. (market cap ~$10.4M) adopted a Preferred Stock Rights Agreement creating 50,000 Series A Participating Preferred Shares and issuing one Right per common share outstanding. The Rights trigger if any person acquires 12.5% or more of common stock; upon triggering, non-acquiring shareholders can purchase preferred stock at heavily discounted rates (50% of current market price), massively diluting the acquirer. Rights expire July 20, 2027; board can redeem at $0.001/right or exchange for common stock.

Northrim BanCorp (Parent, Alaska) agreed to acquire PBCO Financial Corporation (Company, Oregon) via stock merger dated July 22, 2026. Company shareholders will receive 1.16 shares of Northrim common stock per share held (Exchange Ratio per Section 1.5(a)), with an immediate second-step merger into Northrim followed by a bank merger. Company has 5,072,054 shares outstanding; merger is tax-free reorganization under IRC §368(a)(1)(A). Deal includes Voting and Support Agreements from Company directors/officers and Employment Agreements with key employees.

On May 21, 2026, AvalonBay (AVB) announced a definitive all-stock merger of equals with Equity Residential (EQR), creating a combined company with ~$53B equity market cap, ~$71B enterprise value, and 180,000+ apartments. Benjamin Schall (AVB CEO) will lead combined entity; board will have 7 trustees from each company. Special stockholder vote scheduled for August 12, 2026. AVB suspended EPS, FFO, and Core FFO full-year 2026 guidance due to transaction uncertainty, though increased Same Store NOI outlook (now 0–1.4% growth vs. prior –0.7%–1.3%). Q2 2026 Core FFO per share $2.86 (+1.4% YoY); merger costs of $12.4M included in Q2 operating expenses.

Chief Executive Officer Huang Jack Jiajia (COE) bought 622K shares (~$10.5M) on the open market (1.9% of holdings). Open-market insider purchase — historically a bullish signal.

On July 20, 2026, Empery Digital closed a $20 million preferred equity investment in Cardinal Data Power Inc. (CDP), a Hunt Properties-affiliated data center developer, acquiring approximately 8% ownership as part of a $70 million Series A round led by Hood River Capital Management. The investment funds CDP's West Texas hyperscaler campus with 750 MW Phase I (targeting first power 2027, 1 GW by 2029, expandable to 5+ GW), with additional projects in development across West Texas and West Virginia.

Honeywell Technologies completed the spin-off of Honeywell Aerospace (HONA) on June 29, 2026. Q2 2026 consolidated sales were $9.7B (up 4% organic); Honeywell Technologies standalone posted $5.2B sales (up 4% organic) with segment margin of 19.0%, up 100 bps. Adjusted EPS for Honeywell Technologies was $1.95 (up 10% YoY). Full-year 2026 guidance raised: organic growth 3–4%, adjusted EPS $8.05–$8.35 (up 25–29%), segment margin 20.1–20.5% (up 250–290 bps). Johnson Matthey Catalyst Technologies acquisition closed July 17, 2026; PSS and WWS divestitures expected early August.

Comcast reported Q2 2026 revenue of $29.9B (down 1.2% YoY) and Adjusted EBITDA of $8.9B (down 13.4% YoY). The company announced its intention to separate NBCUniversal and Sky into two independent publicly traded companies via tax-free spin-off. On a pro forma basis (excluding Versant and Germany Sky operations), revenue grew 4.7% and Adjusted EBITDA declined 5.3%. Key positives: Peacock achieved profitability for the first time with $189M EBITDA; wireless added 448K lines (best quarter); Business Services revenue grew 3.7% to $2.7B. Key negatives: residential broadband lost 167K customers; video lost 280K; adjusted EPS fell 16.7% to $1.04. Returned $2.1B to shareholders ($1.2B dividends, $900M buybacks); paused repurchase program to manage separation.

TOP Financial Group Ltd announced July 21, 2026 that all 428,862,444 outstanding Class A ordinary share warrants from a recent private placement were exercised in full on a cashless basis, resulting in issuance of 360,534,431 restricted Class A shares (subject to 6-month lock-up). The company received no cash proceeds. Post-exercise, TOP has 608,527,305 Class A and 10,000,000 Class B shares outstanding.

In July 2026, Bone Biologics completed a private placement generating $3.0M gross proceeds from a single institutional healthcare investor at Nasdaq-compliant pricing, plus Series F and G warrants representing up to $6.0M in potential additional proceeds if exercised. The financing extends operating runway through Q2 2027 and supports advancement of the NB1 first-in-human clinical study, manufacturing readiness, and IP protection. Additionally, the company extended rhNELL-1 shelf life to 29 months (from 24 months in December 2025), enhancing supply-chain flexibility.

CVB Financial Corp. (market cap ~$2.6B) completed acquisition of Heritage Commerce Corp on April 17, 2026, adding $5.7B in assets ($3.1B net loans, $4.75B deposits assumed). Q2 2026 net income was $48.3M ($0.29 EPS) on $162.4M net interest income; net interest margin expanded 28 bps to 3.72%. Post-acquisition integration included $31.4M merger costs and $4.25M provision for unfunded commitments. Tangible equity declined from $11.42 to $11.07 per share as 40.6M shares were issued for Heritage consideration.

Prof. Amnon Shashua, Mobileye's founder and CEO since 1999, informed the board of his intention to step down as CEO upon appointment of a successor. The board will conduct a comprehensive CEO search process and has offered Shashua the role of Chairman once a new CEO is appointed. Shashua will remain a director and focus on long-term technology trends, including humanoid robotics.

West Pharmaceutical reported Q2 2026 net sales of $872.3M (+13.8% YoY, +12.7% organic), with diluted EPS of $2.15 (+18.1%) and adjusted EPS of $2.37 (+28.8%). The company raised full-year 2026 net sales guidance to $3.345B–$3.380B (from $3.295B–$3.350B) and adjusted EPS guidance to $8.85–$9.05 (from $8.40–$8.75). Growth driven by High-Value Product Components (49% of sales, +18.4% organic), HVP Delivery Devices (+29.2% organic), and strong Biologics momentum (+29.2% organic). Share repurchases totaled $454.3M for 1.8M shares at $258.03/share in H1 2026.

Vita Coco reported Q2 2026 net sales of $216M (+28% YoY), net income of $49M (+117% YoY), and Adjusted EBITDA of $67M (+131% YoY). The company raised full-year 2026 net sales guidance to $790–805M (from $720–735M) and Adjusted EBITDA to $154–161M (from $132–138M). On July 22, 2026, Vita Coco acquired Copra, Inc., a Thai premium coconut water producer, with the acquisition's financial impact included in revised FY2026 guidance. Tariff refunds contributed 700 basis points to Q2 gross margin (49% vs. 36% prior year).

Albertsons reported Q1 FY26 (16 weeks ended June 20, 2026) identical sales down 0.8%, net income $84.7M ($0.17/share), adjusted net income $210.3M ($0.42/share), and adjusted EBITDA $1,013.2M. The company cut FY26 guidance: identical sales now (1.5)% to (0.5)% vs prior 0.0% to 1.0%; adjusted EBITDA $3.55–3.625B vs prior $3.85–3.925B; adjusted EPS $1.75–1.85 vs prior $2.22–2.32. Management announced ACI Edge restructuring: consolidating 11 divisions into 4 regions and centralizing center-store merchandising. Board raised dividend 13% to $0.17/share and increased share repurchase authorization to $2.0B; company repurchased 13.4M shares for $226.5M in Q1.

IMAX reported Q2 2026 revenue of $102.8M (+12% YoY), net income of $15.9M (+30% YoY), and diluted EPS of $0.27 (+35% YoY). Christopher Nolan's 'The Odyssey'—shot entirely on IMAX film—generated a record $52M opening weekend representing 20% of global box office. The company installed 38 systems in Q2 (highest in a decade), expanded its network to 1,809 commercial systems (+3% YoY), and ended with a backlog of 421 systems. Operating cash flow improved 19% to $36M YTD. Liquidity stood at $551M; total debt was $292M. The company repurchased 404,866 shares at $33.91 average for $13.7M.

LightPath Technologies agreed to sell its wholly-owned subsidiary LightPath (Zhenjiang) Optical Instrumentation Co., Ltd. to Hengtu Optical Technology (Nanjing) Co., Ltd., led by incumbent management including Leo Zheng, for $4.5M in principal payments over 5 years (minimum $500K annually; 4% annual financing interest; 7% penalty on late payments). The purchaser will continue supplying LightPath as a third-party vendor. China operations generated ~$4.5M annual revenue from third-party customers (FY2025-2026 average), which will no longer be consolidated post-closing. Seller retains equity pledge security and post-closing governance/observer rights through the restricted period.

Quest Diagnostics reported Q2 2026 revenues of $3.04B (up 10.2% YoY) with organic growth of 10.0%, and adjusted diluted EPS of $3.12 (up 19.1% YoY). The company raised full-year 2026 guidance: revenues now $11.95B–$12.05B (prior $11.78B–$11.90B); adjusted diluted EPS now $11.05–$11.25 (prior $10.63–$10.83). Growth driven by requisition volume increases of 13.1%, expansions in advanced diagnostics (Alzheimer's blood tests, cardiometabolic tests), and consumer channel growth via questhealth.com.

Dow Inc. reported Q2 2026 net sales of $12.1 billion (up 20% YoY), GAAP net income of $802 million vs. loss of $801 million in Q2 2025, and operating EPS of $1.44 vs. loss of $0.42 in Q2 2025. The company raised its Transform to Outperform self-help program benefit expectations by ~$200 million to total in-year benefits exceeding $1.3 billion. Pricing gains of 20% (driven primarily by polyethylene) offset 1% volume declines. Operating EBIT surged $1.7 billion YoY to $1.6 billion, with cash from operations of $1.3 billion in the first half of 2026.

Sharon McCollam, President and CFO since 2021, announced her retirement effective later in 2026. She will remain in an advisory capacity until Feb. 27, 2027. The company is conducting a comprehensive search for a successor combining financial acumen and strategic vision.

Sunshine Silver Mining (NYSE: SSMR), which completed its IPO in June 2026, announced drill results from April–July 2026 comprising 11,160 metres in 54 holes, with multiple intercepts exceeding 1,000 gpt silver, including a newly discovered "10 Vein" yielding among the highest-grade intercepts in Sunshine Mine history (e.g., 32,331 gpt Ag in 0.11 m, 1,667 gpt Ag in 0.74 m). The results support upgrading mineral resource classification and near-mine growth potential targeting production doubling from ~1,000 to 2,000 tpd, with feasibility study completion planned for 2027 and production restart targeted for late 2028.

Inhibikase announced FDA Orphan Drug Designation (ODD) for IKT-001, a prodrug of imatinib mesylate, for treatment of Pulmonary Arterial Hypertension affecting ~50,000 U.S. patients. ODD provides tax credits on clinical trial costs, FDA user fee exemptions, and potential 7-year market exclusivity upon approval. The company's Phase 3 IMPROVE-PAH trial is actively enrolling ~180 sites globally.