Most material SEC filings — July 27, 2026

argenx BV agreed to acquire all outstanding shares of Forte Biosciences, Inc. for $77.00 per share in an all-cash tender offer, valuing the company at approximately $1.58 billion (20.49 million shares × $77). The merger agreement was executed July 26, 2026, with the Offer to commence within 10 business days. The transaction is structured as a two-step: tender offer followed by merger under DGCL Section 251(h), requiring no stockholder vote post-acceptance. Board unanimously approved; Supporting Stockholders committed to tender.

Luxfer Holdings PLC agreed on July 26, 2026 to be acquired by Double Eagle Acquisition Buyer, Inc. (backed by Wynnchurch Capital Partners VI, L.P.) for $17.37 per ordinary share in cash via scheme of arrangement under English law. The transaction values the company at approximately $503M (28.944M shares × $17.37). Wynnchurch has committed equity financing; debt financing is also committed. Company Shareholder approval and court sanction required; closing expected by February 26, 2027.

As of July 26, 2026, Bitmine holds 5,787,414 ETH valued at ~$11.3B (at $1,948/ETH), representing 4.8% of total ETH supply (120.7M tokens). The company repurchased 11.6 million common shares since July 1, 2026, under a $4B authorized program. Staked ETH totals 4.9M ($9.6B), with projected annualized staking revenues of $254M–$299M.

AMASS Brands filed Form 8-K on July 27, 2026 reporting Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing. The filing provides no details on the specific listing rules violated, the exchange involved, timeline for remediation, or financial impact. Company has $25.6M in total assets.

On June 16, 2026, AIxCrypto Holdings, Inc. (market cap ~$5.6M) entered into a Common Shares Purchase Agreement with Gold King Arthur Holding Limited (Hong Kong), a related party, permitting the company to sell up to $50 million of common stock over 24 months at a 7% discount to volume-weighted average price (VWAP). The investor retains a 3% draw fee; the company receives 97% of proceeds. Up to 55 million shares may be issued, representing ~73% dilution at current prices ($0.80/share as of July 23, 2026). Issuances beyond 19.99% of outstanding shares require shareholder approval, which has not yet been obtained.

On June 23, 2026, HeartSciences Inc. (market cap ~$10.4M) entered a definitive merger agreement with Fortitude Mining Holdings, Inc., a wholly-owned subsidiary of Digital Currency Group. Fortitude will contribute all assets and liabilities to HeartSciences in exchange for approximately 107.6M shares of Class V voting stock and additional Class A stock, leaving DCG with ~95% voting interest and ~94% economic interest. The transaction is expected to close in H2 2026; HeartSciences will be renamed Fortitude Mining Group, Inc. and trade under ticker TUDE on Nasdaq.

Axe Compute announced a five-year, $1.5 billion contract to deploy a dedicated NVIDIA Blackwell B300 GPU cluster (9,200+ GPUs) for a single customer. This lifts total 2026 signed contracted value to $3 billion and projected annual run rate to $696 million upon deployment. The company expects $534 million in customer prepayments within 30 days to fund capex, paired with project-level financing.

Freenome received FDA approval for SimpleScreen CRC, a blood-based colorectal cancer screening test, with clinical validation from the PREEMPT CRC study (48,000+ patients; 81.1% cancer sensitivity, 90.4% specificity). Abbott will exclusively commercialize in the U.S. starting fall 2026 under a commercial agreement signed August 2025, and Freenome receives a $100 million milestone payment upon FDA approval. Medicare coverage is expected and American Cancer Society guideline incorporation is anticipated.

RTB Digital reported 2025 net losses of $8.0M on revenue of $2.1M, with negative operating cash flow of $2.2M and accumulated deficit of $13.8M. As of December 31, 2025, the company held only $534K in cash. Auditors noted substantial doubt about going-concern ability. Post-filing (May 12, 2026), RTB merged with Ryvyl in a reverse merger, effective immediately. Pro forma combined 2025 revenue was $13.3M; pro forma Q1 2026 loss was $8.3M.

Clean Energy Technologies, Inc. (via subsidiary Herbert YF Global Holding Limited) entered a consulting agreement with Linkage International Limited dated July 1, 2025 to explore acquiring Ortus Climate Mitigation LLC's Italian operations. The deal structure requires a HKD 25,000,000 (~$3.2M) refundable deposit (4.5% of EUR 60M target) and HKD 5,000,000 consulting fee (1%). Amendment No. 1 (effective November 17, 2025) secures the deposit refundability with 715,447 shares of CETY common stock purchased by the Consultant on May 6, 2025; if CETY does not pursue the transaction, those shares revert to CETY for cancellation.

Camp4 Therapeutics received regulatory clearance from Australia's Therapeutic Goods Administration and local Human Research Ethics Committee to initiate a Phase 1/2 clinical trial of CMP-002 for SYNGAP1-related disorder. This milestone triggers eligibility for up to $50 million in additional gross proceeds (via 32,721,172 common shares or pre-funded warrants) from a September 2025 Securities Purchase Agreement, with closing expected within five business days. Committed investors include Coastlands Capital, Janus Henderson Investors, Balyasny Asset Management, Vivo Capital, 5AM Ventures, Adage Capital Management, Trails Edge Capital Partners, and CURE SYNGAP1.

AiRWA Inc. agreed to acquire 97% of Hongkong Best Life Trade Co., Limited for a base price of $50 million ($30 million at closing, $20 million within 90 days), with contingent earn-out payments of $30 million if Best Life achieves $10 million revenue in fiscal 2026, and $50 million if it achieves $25 million revenue in fiscal 2027. Best Life operates import-export business across Japan, Hong Kong, China, UK, and is expanding to US, Canada, and New Zealand, with major clients including Alibaba Health, AlipayHK, and Tmall.

J.B.D Innovation Ltd. (477,361 shares, 21.8%) and Victor Tshuva Co. Law Offices (66,000 shares, 3.0%) jointly filed Schedule 13D on July 27, 2026, demanding a special shareholder meeting by September 22, 2026 to remove four of five directors and elect four replacement nominees. The activists acquired shares at $1.751/share (total ~$543M+ in combined holdings) and allege sustained value destruction, weak sales, no anchor customers, repeated dilutive financings, and entrenched management. They propose removing Guy Wagner, Eli Bachar, Ilana Lurie, and Kobbi Nir; retaining Asher Dahan; and electing Hila Karon Revach, Gabriel Cabazo, Avichai Vardi, and Ohad Malinck. They also demand governance amendments and a status quo freeze on material transactions and dilutive securities issuances.

Chief Executive Officer Huang Jack Jiajia (COE) bought 1.1M shares (~$17.9M) on the open market (3.3% of holdings). Open-market insider purchase — historically a bullish signal.

SmartKem, Inc. (noteholder) received a $4.9M convertible promissory note from Ferrox Critical Minerals (BVI company, borrower) dated July 27, 2026. The note bears 5% annual interest, matures January 31, 2027, includes a $400K origination fee, and converts at the lower of fair market value or $80M fully-diluted company valuation. SmartKem gains conversion rights, right of first refusal on fundamental transactions, monthly management access, and senior ranking relative to existing debt.

On July 6, 2026, Element Solutions entered into a merger agreement with Solstice whereby each ESI share will be exchanged for 0.5 Solstice shares plus $10.00 cash. The deal is expected to close in H1 2027, subject to regulatory approval. Element Solutions reported strong Q2 2026 results: net sales of $978M (56% reported, 15% organic growth), adjusted EBITDA of $184M (35% growth), and adjusted EPS of $0.47 (27% growth). Full-year 2026 adjusted EBITDA guidance raised to $690M–$710M.

On July 22, 2026, Glucotrack agreed to partition $900,000 from a $3.6M promissory note (issued Sept 12, 2025; previously reduced by $1.588M via two prior exchanges in April 2026) and convert the partitioned amount into common shares at the lower of the prior day's closing price or 5-day average, with a 9.99% beneficial ownership cap. Shares are free-trading, issued in tranches on lender request, with holding period tacking to the original September 2025 note date.

Applied Digital reported FY2026 revenues of $611.3M (up 167% YoY) with adjusted net income of $36.1M ($0.11/share). The company signed three major 15-year take-or-pay leases with a single investment-grade hyperscaler: Delta Forge 1 (300 MW, ~$7.5B), Polaris Forge 3 (300 MW, ~$7.5B), and Delta Forge 2 (210 MW, ~$5.2B). Total contracted portfolio now stands at 1.4 GW representing ~$36B in lease revenue (~$86B with renewals). Company raised $2.15B and $1.59B in senior secured notes; completed separation of cloud services business into ChronoScale (96% owned); holds $4.2B cash vs. $5.0B debt.

10% owner DART KENNETH BRYAN (FLUT) bought 118K shares (~$11.8M) on the open market (0.6% of holdings). Open-market insider purchase — historically a bullish signal.

On July 24, 2026, Nexalin Technology received notice of failure to satisfy continued listing standards, triggering Item 3.01 disclosure (delisting notice). No specific dollar amounts, counterparties, or remediation details are disclosed in this filing—only the regulatory trigger is noted. The company has not disclosed which listing rule was breached or timeline for cure.

See Remarks Frangou Angeliki (NMM) bought 3K shares (~$846.3M) on the open market (0.1% of holdings). Open-market insider purchase — historically a bullish signal.

Brand Engagement Network completed its acquisition of Cataneo GmbH on June 30, 2026. The acquired operations generated approximately $5.3 million in revenue for the first half of 2026 (preliminary unaudited), compared to BNAI's pre-acquisition quarterly revenue of $104,311 in Q1 2026. Management expects approximately $900,000 in annualized cost synergies over twelve months ending June 30, 2027 through consolidation and exits.

Bridger Aerospace secured a $58 million contract with Texas A&M Forest Service to acquire, modify, and deliver three King Air 360 multi-mission aircraft over three years for wildfire detection, cargo transport, and medical evacuation. The contract is part of Texas's $257 million appropriation (HB500) for wildfire suppression aircraft. All aircraft modifications will be performed in Texas by Bridger working with Textron Aviation.

MapLight announced positive topline results from the Phase 2 ZEPHYR trial (N=307) of ML-007C-MA in schizophrenia on July 27, 2026. The 210/3 mg BID dose met the primary endpoint with PANSS total score improvement of 4.5 points vs. placebo (effect size 0.37, p=0.015; effect size 0.50 in completers analysis, p=0.002). The drug also showed significant cognitive improvement (effect size 0.51, p=0.041) on a prespecified secondary endpoint in cognitively impaired patients, with favorable tolerability (no serious drug-related adverse events, 19.9% discontinuation rate, low GI discontinuations). The company plans to initiate a confirmatory Phase 3 pivotal trial (ZEPHYR-2) and engage with FDA at an End-of-Phase 2 meeting.

Neumora reported favorable repeat toxicology results for NMRA-215 (NLRP3 inhibitor for obesity/cardiometabolic disease) after a prior 13-week rat study showed unexpected adverse findings in 5 of 142 animals. A repeat study in 162 rats found no such adverse findings; the company attributes prior findings to audit discrepancies unrelated to the drug. Plans to submit IND application Q4 2026 and initiate Phase 1 by year-end 2026.

As of July 24, 2026, KIDZ AI held $14.3M in cash and USDC stablecoins less $0.6M notes payable, totaling $13.7M net cash ($1.25/share) against a market cap of $4.6M at $0.4191/share. The company has begun repurchases under a previously authorized $2.0M program and intends to seek Board approval to expand to $3.0M and accelerate buybacks. The filing also reaffirms an expected $44.6M, 60-month GPU compute services agreement with Canopy Wave (9.7x current market cap), with GPU revenue expected to begin Q4 2026.

Alpha Metallurgical Resources reported Q2 2026 net loss of $12.3M ($0.96/share) with 3.5M tons sold at $118.71/ton realization. The company reduced full-year metallurgical coal sales guidance from 14.4–15.4M tons to 13.2–14.0M tons and raised cost-of-coal-sales guidance from $95–$101/ton to $103–$107/ton, citing lighter-than-expected shipments, met coal market weakness, and wind-related equipment damage at Dominion Terminal Associates. Liquidity remains strong at $447.8M (cash $307.6M plus $184.3M unused ABL).

Central Garden & Pet entered a definitive agreement to acquire a majority interest in TRIXIE Heimtierbedarf GmbH & Co. KG, Europe's leading pet supplies company founded in 1974 and based in Tarp, Germany. TRIXIE generates approximately €10 billion addressable market in European pet supplies with ~600 employees, 6,000+ products, and serves 30,000+ retailers. Founder Bonnik Hansen and current shareholders Dirk Jessen and Volker Haak retain minority interests; existing management team (Jessen, Friedrichsen, Bollerey) continues post-close. Transaction expected to close H1 FY2027, subject to regulatory approval.

Generation Income Properties agreed to convert debt owed to the David E. Sobelman Revocable Trust (original principal $610,000 from May 29, 2025 promissory note) into common stock at $0.74/share (July 23, 2026 closing price). The agreement is dated July 24, 2026. Critical dollar amounts and share count are BLANKED OUT in the filed document ([____] placeholders), making the actual conversion amount unspecified.

Kustom Entertainment amended its Asset Purchase Agreement with Cycurion (signed June 23, 2026, originally due July 15) to extend closing to September 15, 2026. In exchange for the extension, Cycurion immediately paid Kustom $250,000 non-refundable cash (creditable to final purchase price) and replaced 2,000,000 warrants with $600,000 Series H Preferred Stock (12% cumulative dividend, $1.45 conversion price). Total deal value stated as $6.1M ($1.25M upfront cash plus $4.25M 36-month promissory note at 7%). Both parties confirmed all closing conditions satisfied as of July 23, 2026.

Gossamer Bio terminated its Collaboration and License Agreement with Chiesi Farmaceutici effective July 23, 2026. Chiesi will pay Gossamer $5 million upfront; Gossamer regains 100% global development and commercialization control of seralutinib (previously 50/50 U.S. profit-share with Chiesi, plus Chiesi ex-U.S. royalty rights). In exchange, Chiesi retains a capped royalty on worldwide net sales (cap amount redacted) plus unspecified regulatory and commercial milestone payments. Gossamer also received regulatory feedback supporting planned NDA submission in September 2026.

HeartSciences Inc. signed Amendment No. 1 (dated July 27, 2026) to its merger agreement with Fortitude Mining Holdings, Inc., originally dated June 23, 2026. The amendment revises the merger consideration structure for Fortitude Non-Voting Units, replaces exhibit documents (LLC Agreement and Parent Charter), and adds adjustment provisions for reverse stock splits. Specific dollar amounts, share counts, and exchange ratio percentages are not disclosed in this amendment excerpt.

On July 27, 2026, Addentax Group Corp. converted a loan from individual lender Seah Chia Yee into common stock. The loan principal was $699,885 with $3,500 accrued interest (total $703,385), converted at $4.80 per share into 146,539 shares. Board-approved conversion fully discharges the underlying May 31, 2026 loan agreement.

3E Network Technology Group Ltd (BVI-incorporated, ~$13.4M assets) filed Form F-1 on 27 July 2026 to register up to 15,400,000 Class A Ordinary Shares for sale by L1 Capital Global Opportunities Master Fund under an ELOC Purchase Agreement dated 11 February 2026, providing up to $20M gross proceeds. Concurrently, on 25 December 2025, the company's Hong Kong subsidiary sold 40% equity in its PRC subsidiary (Guangzhou 3e Network) to HongKong Techfaith Limited, with registration completed 30 December 2025; post-transaction, the company holds zero direct/indirect equity in PRC entities.

Sun Communities entered into agreement in Q2 2026 to sell its UK Park Holidays business (54 properties, ~22,030 sites) to an undisclosed buyer for £785.7M (~$1.04B) base consideration, subject to regulatory approval and locked-box adjustments. The company recorded a non-cash $1.1B valuation allowance in Q2 2026 to write down UK assets to estimated fair value less costs to sell, reflecting the disposal as discontinued operations. Transaction expected to close in H2 2026 pending UK Financial Conduct Authority approval. Separately, company repurchased 0.9M shares at $123.30/share ($111.1M) in Q2 and 0.7M shares at $120.62/share ($89.0M) post-quarter.

GeoVax reported Q2 2026 net loss of $4.43M ($0.97/share) versus $5.37M ($8.74/share) YoY, with zero government contract revenue following BARDA's April 2025 contract termination for the COVID-19 program. Cash position remained flat at $3.1M as of June 30, 2026 versus December 31, 2025. The company is advancing GEO-MVA (MVA vaccine for mpox/smallpox) toward a planned Q4 2026 pivotal immunobridging study under expedited EMA regulatory pathway, while discontinuing GEO-CM04S1 COVID development.

Digital Brands Group announced a 32% expansion of its secured U.S. program from approximately $125M to $165M, driven by new apparel and footwear categories. This adds $40M in incremental revenue. With a post-split share structure of ~575,000 shares, the filing reports ~$286 revenue per share from this program alone, excluding stated future contributions from collegiate, GCC, and e-commerce channels.

Nucor reported Q2 2026 net earnings of $1.16 billion ($5.04 diluted EPS), up 56% from Q1 2026 ($743M/$3.23 EPS) and 92% from Q2 2025 ($603M/$2.60 EPS). Net sales were $10.40 billion (up 9% Q/Q, 23% YoY). Steel mills segment earnings rose to $1,556M from $1,128M Q1 (up 38%), driven by higher volumes, pricing, and a $130M benefit from prior-period raw materials refunds. The company returned $479M to shareholders in Q2 via $350M share repurchases (1.53M shares at $228.76/share) and $129M dividends. Backlog grew strongly; steel mill utilization hit 91% (up 500 bps Q/Q). A non-cash $61M benefit from Helion energy investment valuation increase is excluded from adjusted earnings of $1.11B ($4.84 EPS).

Co-Diagnostics amended its October 20, 2025 Equity Distribution Agreement with Maxim Group LLC effective July 27, 2026. The amendment removes the prior $10 million cap on aggregate offering price and allows up to $7,901,383 in additional shares to be registered and sold under a new Form S-3 (File 333-295803, effective May 15, 2026). The agreement remains an at-the-market offering with Maxim as exclusive sales agent; either party may terminate with 10 days' notice.

FirstSun Capital Bancorp (market cap ~$395M) completed its acquisition of First Foundation on April 1, 2026, adding $11.2B in assets ($6.0B loans, $8.8B deposits net of purchase accounting). Q2 2026 reported a net loss of $22.9M ($(0.49) diluted EPS; adjusted: $21.0M, $0.45 EPS) driven by $57.6M merger expenses and two large loan charge-offs ($22M fraud-related, $12.9M tech company). The company executed a $3.9B balance-sheet repositioning (sold $1.4B securities, $1.3B loans, reduced $2.5B deposits, $1.4B borrowings) and authorized a $150M share repurchase program through June 2027.

BBBY agreed to acquire F9 Brands, Inc. (owner of Cabinets To Go, LumLiq2, and Southwind Building Products) from F9 Investments, LLC (seller Tom Sullivan) for: (1) cash payment (amount TBD post-closing based on transaction expenses), (2) BBBY Common Stock ("Equity Purchase Price" amount unspecified in excerpt), (3) transfer of real estate property valued at $148k/month lease fee, (4) promissory note, and (5) up to $12.5M earnout if Company Group EBITDA ≥$20M in any trailing 12-month period through Q4 2031. Deal closed via two-step merger structure effective July 23, 2026. Seller subject to 5-year non-compete in North America and confidentiality covenants.

Ocean Power Technologies, Inc. (OPPT) entered into an At-The-Market (ATM) Offering Agreement dated July 27, 2026 with H.C. Wainwright Co., LLC to issue and sell up to $20,000,000 of common stock shares (par value $0.001 per share) pursuant to a shelf registration statement (Form S-3, File No. 333-275843). The agreement grants Wainwright flexibility to sell shares at prevailing market prices via at-the-market offerings or other permitted methods, with Wainwright receiving a discount/commission calculated per Schedule 3 (not disclosed in filing). The maximum offering size is limited by the lesser of four constraints: the $20M registered amount, current registration statement availability, authorized unissued shares, and Form S-3 eligibility requirements.

Baker Hughes completed its all-cash acquisition of Chart Industries (NYSE: GTLS) in July 2026. The company simultaneously announced the sale of Waygate Technologies to Hexon for ~$1.45 billion. IET segment orders doubled year-over-year to $7.1 billion in Q2 2026; management raised full-year IET order guidance and increased Horizon 2 (2026-2028) IET orders outlook to >$45 billion. RPO reached record $40.1 billion, with IET RPO at $37.1 billion.

AT&T signed an agreement to expand deployment of D-Wave's annealing quantum computing technology for network optimization. In early testing, AT&T reduced processing time for a network optimization workload from ~1 hour to <15 seconds. AT&T plans broader deployment across outage detection, technician routing, network planning, and traffic management, and is evaluating D-Wave's gate-model systems for quantum security and communications applications. No financial terms, contract value, or duration disclosed.

Expand Energy Corporation agreed to acquire Twin Eagle Holdings, a private natural gas marketing company, from Five Point Infrastructure for $1.25 billion in an all-cash/credit facility transaction expected to close Q3 2026. Twin Eagle markets 5 Bcf/d of natural gas, serves 1,000+ customers across U.S. and Canada, and is projected to contribute >$200M annual EBITDA with $150M annual synergies by year-end 2028. The combined entity will market ~14 Bcf/d and reach ~90% of North American natural gas demand; Expand raised its marketing/commercial strategy free cash flow target to $750M/year (50% increase from prior guidance).

Ponce Financial Group reported Q2 2026 earnings of $8.2M ($0.35/diluted share) vs. $5.8M ($0.25) YoY. Net loans grew $280.5M (10.8%) to $2.88B YTD; deposits grew $225.2M (11.0%) to $2.27B YTD. Net interest margin improved to 3.66% (Q2) from 3.27% YoY. Management announced qualification for ECIP preferred stock repurchase: company has met lending conditions and filed Q2 QSR; repurchase from U.S. Treasury ($225M preferred stock at no cost for 2 years) could occur as soon as Q3 2026, subject to regulatory approval. Repurchase at estimated $6.73–$8.68/share would eliminate $225M liability.

Lattice Semiconductor completed its acquisition of AMI on July 27, 2026 (announced May 4, 2026). The deal combines Lattice's low-power FPGA technology with AMI's platform firmware and infrastructure management solutions for data centers and AI. AMI will operate as a dedicated business unit led by CEO Sanjoy Maity, maintaining silicon-neutral operations. Lattice expects the acquisition to be accretive to gross margin, free cash flow, and non-GAAP EPS, and supports its trajectory toward $1B+ annual revenue by end of 2026.

10% owner Aqua Capital, Ltd. (ENR) bought 120K shares (~$2.5M) on the open market (1.5% of holdings). Open-market insider purchase — historically a bullish signal.

Ensign Group reported Q2 2026 diluted EPS of $1.68 (GAAP) and $1.92 (adjusted), up 16.7% and 20.8% YoY respectively. The company raised full-year 2026 earnings guidance to $7.75–$7.85 per share (from $7.48–$7.62) and revenue guidance to $5.87–$5.92B (from $5.81–$5.86B). In Q2, Ensign added 20 new operations via acquisition, bringing total portfolio to 398 facilities across 17 states. Standard Bearer segment posted $44.1M rental revenue (+40.2% YoY) with $24.7M FFO (+34.6% YoY). Same-facility occupancy reached 84.1%, skilled mix revenue grew 10.1%, and Medicare revenue improved 9.8%—all YoY comparisons.

HBT Financial reported Q2 2026 net income of $27.8M ($0.76/share) versus $11.2M in Q1 2026, with adjusted net income of $28.5M ($0.78/share). The company completed its acquisition of CNB Bank Shares, Inc. on March 1, 2026 (acquiring ~$1.5B in deposits). Net interest margin expanded 12 basis points to 4.32% (tax-equivalent 4.38%); nonperforming assets fell to 0.15% of assets. The Board raised the quarterly cash dividend from $0.23 to $0.25 per share. Total assets grew to $6.7B; total loans to $4.75B; deposits to $5.76B. Acquisition-related expenses totaled $0.3M in Q2 (down from $15.7M in Q1), and management expects no material acquisition expenses in subsequent quarters.