Most material SEC filings — July 29, 2026

Processa Pharmaceuticals (market cap ~$8.1M) is acquiring Vidya Therapeutics, Inc. in a two-step merger. Processa will issue 558,398 shares of common stock and 142,744.1 shares of Series A Convertible Preferred Stock to Vidya shareholders. Concurrently, Processa is raising $175M from investors via a Securities Purchase Agreement for Series A Preferred Stock. The transaction is structured as a tax-reorganization under IRC §368(a). Closing occurs immediately upon agreement execution.

CleanCore Solutions (market cap ~$6.6M) announced a 10-year Colocation Services Agreement with Cerebras Systems for a Minnesota AI data center campus. The deal carries an initial contract value of approximately $800 million over 10 years, with two optional 10-year renewals bringing total potential contract value to over $3 billion. The facility will deliver ~55 MW utility power capacity and 40 MW critical IT load, with 100% pre-leased occupancy; CleanCore expects to own ~80% of the project and generate initial revenue in Q1 2027.

Grant Thornton U.S., backed by New Mountain Capital, agreed to acquire CBIZ in an all-cash merger at $55.00 per share, valuing the company at $5.0 billion enterprise value. The transaction is expected to close in Q4 2026, subject to shareholder approval and regulatory clearances. Upon closing, CBIZ will be taken private and delisted from NYSE. CBIZ also reported H1 2026 revenue of $1.53B (up 0.6% YoY) and net income of $171M (up 4.1% YoY); Q2 2026 revenue was flat at $682M with net income down 55.6% to $19M.

United States Brent Oil Fund, LP reported a net loss of $162.4 million for June 2026, driven by $234.0 million in realized trading losses on commodity futures, partially offset by $70.1 million in unrealized gains. Net asset value fell from $765.1 million to $543.6 million (29% decline); fund redeemed 5.55 million shares ($244.6 million) while issuing 3.75 million shares ($185.5 million). NAV per share dropped to $40.41 from approximately $56.88 at month start.

HeartSciences filed a preliminary proxy statement for a business combination with Fortitude Mining Holdings (owned by Digital Currency Group), whereby approximately 107.6 million shares of new Class V Common Stock will be issued to DCG. The combined company will have pro forma shareholders' equity of $70.0 million. Fortitude, a Zcash cryptocurrency miner, produced 72,696 ZEC (28% of total production) in six months ended June 30, 2026, with estimated run-rate Adjusted EBITDA exceeding $50 million at Zcash prices above $500.

On July 19, 2026, LXP Industrial Trust agreed to be acquired by affiliates of Brookfield Asset Management and Canada Pension Plan Investment Board for $61.20 per share in an all-cash transaction valued at approximately $5.2 billion (including net debt and preferred equity). The offer represents a 12.3% premium to the 30-day VWAP and 19.8% premium to the 90-day VWAP as of July 17, 2026. The transaction was unanimously approved by LXP's Board and is expected to close by end of Q4 2026, subject to shareholder approval and customary closing conditions. LXP has suspended common share dividends effective immediately pending deal close.

Foxx Development Holdings Inc. filed an 8-K on July 29, 2026, reporting Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing. The filing does not specify which exchange, the exact delisting rule violated, timeline for remediation, or specific financial/operational failures. The company's market value is approximately $10.5M.

On July 23, 2026, Celularity Inc. (CELU) received notice of failure to satisfy continued listing requirements. The 8-K filed July 29, 2026 reports Item 3.01 — Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard. No specific remediation plan, timeline, or dollar amounts are detailed in the available filing text.

MiMedx Group, Inc. agreed to acquire Sanara MedTech Inc. via merger effective July 29, 2026. Sanara shareholders receive $33.00 cash per share plus 0.4735 MiMedx common shares per Sanara share. As of July 27, 2026, 9,193,061 Sanara shares outstanding; merger consideration includes treatment of 410,877 restricted shares and 10,218 options. Sanara board unanimously approved; deal requires Sanara stockholder vote and regulatory clearance (HSR, FDA).

Loop Industries filed an 8-K on 2026-07-29 reporting Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing. The filing itself does not disclose the specific listing rule violation, the exchange involved, cure periods, or remediation plans — only that a delisting notice was received as of 2026-07-24. For a $39.5M market-cap company, loss of exchange listing is existential.

Onconetix authorized and issued 37,812 Series F Convertible Preferred Stock shares at $1,000 stated value per share (aggregate ~$37.8M) to unnamed investors on July 28, 2026. Shares convert to common stock at $0.9767 floor price, with 125% redemption premium and 15% default dividend rate if triggering events occur. Company must reserve 150% of conversion shares and faces strict covenants on debt, liens, and asset transfers.

La Rosa Holdings (market cap ~$7.6M) signed a nonbinding letter of intent dated July 26, 2026, with ATW AI Infrastructure III LLC and ATW AI Infrastructure IIIB LLC to exchange up to $10M of a Senior Secured Convertible Promissory Note (issued January 8, 2026, due January 8, 2028) into preferred stock, and to have ATW waive accrued token rights issued November 12, 2025. The transaction aims to cure a stockholders' equity deficiency announced June 12, 2026, and restore Nasdaq continued listing compliance under Rule 5550(b)(1). The LOI is nonbinding except for confidentiality termination and dispute resolution terms; definitive agreements remain to be negotiated.

United States 12 Month Oil Fund, LP reported a net loss of $6.1M for June 2026, driven by $8.3M in unrealized losses on commodity futures positions, partially offset by $2.1M realized trading gains. Fund NAV declined from $54.0M to $40.6M (−24.9%), with shareholder withdrawals of $7.4M (150,000 shares). NAV per share fell from ~$60 to $45.08.

Medalist Diversified, Inc. (market cap ~$6.9M) filed an 8-K on 2026-07-29 reporting completion of an acquisition or disposition of assets under Item 2.01. The filing provides no substantive details: no counterparty name, purchase price, asset description, payment terms, share issuance, debt incurrence, or closing conditions are disclosed in the available text. The actual acquisition agreement and material terms are not included in this excerpt.

Dogecoin Ventures Inc. (House of Doge subsidiary) borrowed US$1,400,000 from Devlin DeFrancesco on July 28, 2026, via unsecured subordinated note due July 27, 2027, at 10.714% annual interest. Repayment is 2,227,300 shares of CleanCore Solutions Inc. plus cash interest, but is subordinated to senior lenders (Yorkville Loan and others) and contingent on parent company House of Doge repaying its own senior convertible debt first. Filing also reports accountant change from prior auditor to CBIZ CPAs P.C.

AXT Inc. entered a definitive supplier agreement with Lumentum Operations, LLC running through December 31, 2031, for indium phosphide wafer substrates with minimum annual capacity reservation. Lumentum will pay AXT an initial deposit of $43.5 million due within 30 business days, plus a second $43.5 million deposit due in calendar year 2028, both applied as shipment credits. Total committed deposits: $87 million over ~5.5 years.

Change Agents Corporation refinanced an existing $787,500 term loan (dated March 25, 2026, from Agile Lending, LLC) into a new $825,000 secured term loan on July 24, 2026. The new facility is due in 30 weeks (maturity date approximately November 2026). The company issued 360,000 shares of common stock ($0.0001 par value) to Agile Lending as consideration for the refinancing. The loan carries a confession-of-judgment provision and imposes strict covenants including a personal guarantee from CFO Samuel J. Knipper and joint-and-several guarantees from all subsidiaries (Avalon Healthcare System, Avalon Laboratory Services, Avalon Quantum AI).

On June 26, 2026, Beneficient amended its Yorkville SEPA: reduced commitment from $250M to $100M, extended maturity 36 months from amendment date, and secured $4.0M in convertible promissory notes (5% original issue discount, convertible into ~4.7M Class A shares). Company received $2.0M on June 30, 2026; expects $2.0M on second trading day after registration effectiveness. Yorkville paid $1.0M commitment fee (280,631 shares) plus $25K structuring fee. Registration covers 55.7M shares (37.6M potential SEPA issuances plus conversions/warrants from multiple earlier preferred stock rounds). Company's stock price: $3.08/share as of July 28, 2026; market cap ~$8.6M.

Glucotrack exchanged a $900,000 partitioned promissory note (carved from a larger $3.6M original note issued Sept 12, 2025) for common shares at the lower of the closing price or 5-day average closing price immediately preceding July 24, 2026 execution. The lender's beneficial ownership is capped at 9.99%. Share count and exact conversion price not disclosed; shares must be delivered by August 31, 2026 and are restricted under Rule 144 tacking provisions.

BCAR shareholders voted on July 29, 2026 to approve the business combination with Exascale Labs Inc. Upon closing, the combined company will operate as Exascale Labs Holdings Inc., trading on Nasdaq under ticker XLAB (Class A common stock) and XLABW (warrants). Following shareholder redemptions, approximately $12 million remains in BCAR's trust account (net of transaction expenses) to fund PubCo at closing, satisfying minimum cash closing conditions; no additional financing is currently anticipated.

Director ORBIMED ADVISORS LLC (SCTX) bought 1.3M shares (~$15.0M) on the open market (50% of holdings). Open-market insider purchase — historically a bullish signal.

Director GORDON CARL L (SCTX) bought 1.3M shares (~$15.0M) on the open market (50% of holdings). Open-market insider purchase — historically a bullish signal.

Teradyne reported Q2 2026 revenue of $1,329M (vs. $652M in Q2 2025, +104%), with GAAP EPS of $2.38 and non-GAAP EPS of $2.47. Semiconductor Test revenue was $1,122M, Product Test $107M, and Robotics $100M. The company issued Q3 2026 guidance of $1,200–$1,300M revenue with GAAP EPS of $1.79–$2.09 and non-GAAP EPS of $1.85–$2.15. Net income attributable to Teradyne was $374.5M (GAAP) and $389.0M (non-GAAP) for Q2.

Generac reported Q2 2026 net sales of $1.17B (+11% YoY), with Commercial Industrial segment surging 29% to $556M driven by data center demand. The company signed supply agreements with two hyperscale data center customers, committing ~$700M for 2027 and building a $1.6B total data center backlog. Adjusted EBITDA margin expanded to 24.8% from 17.7%, partly from $71M in tariff refunds. FY2026 guidance raised: adjusted EBITDA margin now 20–21% (prior 18.5–19.5%), with CI expected to grow low-30% range.

Constellium reported Q2 2026 revenue of $2.7B (+31% YoY) and net income of $148M (+311% YoY). Adjusted EBITDA reached $439M in Q2 (including $129M positive metal price lag). The company raised full-year 2026 guidance to $980M–$1.020B Adjusted EBITDA (excluding metal price lag) and >$300M Free Cash Flow, expecting to hit 2028 targets two years early. In July 2026, completed $100M redemption of 5.625% Senior Notes due 2028 (leaving $225M outstanding); repurchased 1.8M shares for $48M in H1 2026; leverage improved to 1.8x.

On July 1, 2026, Prosperity Bancshares completed the merger of Stellar Bancorp (52 banking offices, $10.4B assets, $7.5B loans, $8.7B deposits at acquisition) in a stock-for-stock transaction issuing 19.4M shares plus ~$579M cash per Stellar share. Q2 2026 net income was $168.6M ($1.67 EPS) versus $135.2M ($1.42 EPS) in Q2 2025; excluding $8.2M Visa gain and $755K merger costs, adjusted net income was $162.7M ($1.62 EPS), up 20.4% YoY. Assets grew 39% to $53B post-Stellar; NIM expanded 29 bps to 3.47% YoY.

Banc of California executed three major strategic actions in Q2 2026: (1) sold $2.3B of lower-yielding held-to-maturity securities at a $256.7M pre-tax loss, reinvesting $1.7B at 276 basis point yield pickup; (2) initiated sale of ~$827M commercial real estate and multifamily construction loans to reduce risk; (3) redeemed $385M of subordinated debt prior to rate reset. These actions generated a Q2 net loss of $251.3M ($1.61 per diluted share) but are expected to drive recurring earnings higher, with NIM expected to reach 3.30%+ post-loan sale and CET1 projected at 9.50-9.60% in Q3 and 10.0%+ in early 2027.

SoFi reported Q2 2026 adjusted net revenue of $1.205 billion (+40% YoY), adjusted EBITDA of $357.8 million (+44% YoY), and net income of $156.6 million (+61% YoY). Members grew 35% to 15.8 million; products grew 42% to 24.4 million with record 2.2 million products added in the quarter. Loan originations hit record $14.8 billion (+69% YoY). Company raised full-year 2026 adjusted net revenue guidance to $4.75–4.85 billion (implying 32–35% growth) from prior guidance; maintained adjusted EBITDA guidance at ~$1.6 billion.

On July 24, 2026, Healthcare Triangle completed issuance of 12,546,540 common shares from two previously approved M&A transactions: acquisition of Teyame AI LLC and a share exchange with SecureKloud Technologies Ltd. Total shares outstanding rose to 14,644,322. As of July 28, 2026, the company's Market Value of Listed Securities (MVLS) was approximately $23.87 million at $1.63/share, exceeding Nasdaq's newly effective $5 million minimum listing standard by ~$18.87 million.

On July 23, 2026, LiveWire Group received notice from NYSE that its average closing price fell below $1.00 per share over a consecutive 30 trading-day period as of July 22, 2026. The company has 6 months to cure the deficiency and intends to respond within 10 business days; options include a reverse stock split subject to shareholder approval. Stock continues to trade on NYSE pending compliance with other listing standards.

CBIZ, Inc. agreed to be acquired by Viking ParentCo, Inc. and Viking MergerCo, Inc. for $55.00 per share in cash. The merger agreement was executed on July 28, 2026. The transaction is valued at approximately $2.99 billion in equity consideration (54.3M shares outstanding × $55), with financing commitments from New Mountain Partners VII and debt sources. The deal includes standard M&A provisions including go-shop and matching rights, employee retention protections, and regulatory approval conditions.

Filana Therapeutics reported Q2 2026 results with cash declining from $95.5M (Dec 2025) to $82.7M (Jun 2026). The company paid $31.25M into escrow on July 23, 2026 for securities litigation settlement (recorded as contingency in 2025). Core development: the FDA clinical hold on simufilam proof-of-concept trial for TSC-related epilepsy remains in place; company is working to address FDA information requests to lift the hold. R&D expenses decreased 35% to $3.3M (Q2 2026 vs. $5.1M Q2 2025) following Alzheimer's program phase-out in Q2 2025.

United States Gasoline Fund, LP reported a net loss of $2.18M for June 2026, driven by $26.16M in realized trading losses on commodity futures, partially offset by $23.76M in unrealized gains. NAV declined from $125.74M (6/1/26) to $107.69M (6/30/26)—a 14.4% monthly decline—as 150,000 shares were redeemed. Per-share NAV fell to $102.56 from ~$119.75, reflecting both the trading loss and redemptions.

US Commodity Index Funds Trust reported combined net losses of $84.3M in June 2026 across three funds: Commodity Index Fund lost $19.7M, Copper Index Fund lost $22.5M, and the broader Trust lost $42.2M. Unrealized losses on commodity futures totaled $118.6M. Net asset values declined from $1.183B to $1.062B (10.2%), with significant redemptions of 4.45M shares across funds offset by 900k share additions.

Natural Health Trends reported Q2 2026 revenue of $7.6M (down 23% YoY from $9.8M) and net loss of $451K ($0.05/share) versus small profit year-ago. Active members declined to 26,000 from 29,260 YoY. Company cited Chinese consumer caution, regulatory uncertainty, and member conduct violations as headwinds, partially offset by $300K restructuring savings in Q2 ($600K YTD). Board authorized resumption of share repurchases with $15.9M available; cash position fell to $18.6M from $28.9M at year-end due to $5.9M repurchases and dividends.

Capricor announced July 29, 2026 that The Lancet published results from its pivotal Phase 3 HOPE-3 trial (n=106, randomized, double-blind, placebo-controlled) of Deramiocel for Duchenne muscular dystrophy. The trial met its primary endpoint: Deramiocel slowed upper limb function decline by 54% versus placebo (PUL 2.0, p=0.03) and showed clinically meaningful cardiac benefit. The Deramiocel BLA remains under FDA active review with a PDUFA target action date of August 22, 2026.

American Resources Corp filed a Form 8-K/A (amended current report) on July 29, 2026, disclosing changes in its certifying accountant (Item 4.01) and non-reliance on previously issued financial statements or audit reports (Item 4.02) as of June 30, 2026. The filing does not specify the prior auditor, new auditor, dollar amounts affected, or the nature of the accounting issues requiring restatement.

On July 28, 2026, Permian Basin Royalty Trust announced that SoftVest L.P. (a unitholder) and Blackbeard Holdings LLC entered a definitive Combination Agreement to merge Trust assets with Blackbeard's oil/gas mineral interests to form new public corporation PBT Land and Minerals Inc. SoftVest and affiliates owning >15% of Trust units requested a special unitholder meeting to vote on the transaction. No dollar amounts, exchange ratios, or deal terms disclosed in this filing.

FormFactor reported Q2 2026 revenue of $258.2M (+14.2% QoQ, +31.9% YoY), with GAAP net income of $56.2M ($0.71 diluted EPS) and non-GAAP net income of $65.0M ($0.82 diluted EPS). Gross margin expanded to 50.7% GAAP (53.3% non-GAAP) from 38.4% (49.0%) in Q1 2026. For Q3 2026, the company guided revenue of $270M±$10M and non-GAAP EPS of $0.86±$0.09, expecting record revenue and profitability again. Free cash flow improved to $52.6M from negative $47.1M a year ago.

MiMedx Group (MIMEDX, ~$719M market cap) agreed to acquire Sanara MedTech Inc. in an all-cash-and-stock deal dated July 29, 2026. Per the merger agreement, each Sanara share converts to $33.00 cash plus 0.4735 MiMedx shares. Sanara has 9,193,061 outstanding shares (as of July 27, 2026), with 410,877 restricted shares and 10,218 options also converting. The deal requires Sanara stockholder approval and customary regulatory clearances. MiMedx is backing the transaction with committed debt financing.

Silexion Therapeutics announced successful initiation of its Phase 2/3 clinical trial of SIL204 (an siRNA therapy targeting KRAS mutations) at Tel Aviv Sourasky Medical Center on July 29, 2026, following Israeli Ministry of Health approval (March 24, 2026) and German BfArM authorization (June 2026). The trial will enroll ~18 patients in a safety run-in followed by ~166 in a randomized cohort; patient screening expected to commence in coming weeks with first dosing anticipated thereafter. Additional Israeli and German sites are in activation and expected to join in coming months.

Ategrity reported Q2 2026 net income of $33.5M ($0.67/share, +89.8% YoY) on gross written premiums of $206.8M (+23.4% YoY). Combined ratio improved to 85.9% from 88.9%, driven by expense ratio compression of 350 bps to 27.5%. Underwriting income surged 66.9% to $16.0M. Book value per share reached $13.86 (+8.5% since year-end).

Viking Therapeutics reported Q2 2026 results with $502M in cash and equivalents as of June 30, 2026 (down from $706M at year-end 2025). The company's Phase 3 VANQUISH-1 and VANQUISH-2 trials for subcutaneous VK2735 are fully enrolled (4,500 and 1,000 patients respectively) and advancing on schedule; oral VK2735 Phase 3 initiation is expected in Q4 2026. VK2735 maintenance dosing data are expected in Q3 2026. Net loss for H1 2026 was $286.3M ($2.47/share) vs. $111.2M in H1 2025; R&D expenses doubled year-over-year to $265.9M for the six-month period. The company appointed Hubert Chen as chief medical officer and Dorothy Gemmell to the board.

On July 22, 2026, PSA closed its all-stock merger with National Storage Affiliates Trust (NSA), issuing 0.1400 PSA shares per NSA share outstanding and creating a 313-property, $3.3B joint venture where former NSA unitholders own ~80%. Simultaneously, PSA agreed to acquire Public Storage Canada for US$1.2B (~$889M in OP units + $310M cash) for 68 properties and 5.3M sq ft, expected to close Q3 2026. PSA also raised full-year 2026 Core FFO guidance midpoint by $0.22/share to $16.90 (from $16.68), citing $0.02 accretion from NSA and PS Canada financing and expects $110M–$130M run-rate synergies and $0.35–$0.50/share annualized FFO accretion post-stabilization.

MIMEDX announced a definitive agreement to acquire Sanara MedTech (Nasdaq: SMTI) for $35 per share ($33 cash + 0.4735 MIMEDX shares valued at $2/share), representing a 46% premium to Sanara's 30-day VWAP. Enterprise value approximately $350 million. Deal funded with $300 million committed term loan from Hayfin Capital Management and cash on hand (~$136M as of Q2 2026). Transaction expected to close by year-end 2026 subject to Sanara shareholder approval and regulatory clearances. Combined company projected to generate >$400M revenue in first full year post-close with >$20M run-rate cost synergies in 2027 and Adjusted EBITDA margin above 20%. MIMEDX will issue ~4.4 million shares for the stock portion.

Glaukos reported Q2 2026 net sales of $185.6 million, up 50% reported (49% constant currency) versus Q2 2025's $124.1 million. U.S. Glaucoma sales reached $118.5 million (+64% YoY), with iDose TR contributing ~$74 million. Corneal Health sales were $30.4 million (+48% YoY), including Epioxa's ~$11 million debut contribution. The company raised full-year 2026 guidance from $620–635 million to $680–700 million. Gross margin improved 150 basis points to ~85% non-GAAP. The company ended Q2 with $289.3 million in cash and no debt.

DLH reported Q3 FY2026 revenue of $44.2M, down 46.9% YoY from $83.3M, driven by transition of legacy programs to small-business set-asides. Net loss reached $16.8M (vs. $0.3M profit YoY), largely due to a $10.4M tax valuation allowance. Management changes: Kathryn JohnBull became President/CEO replacing Zach Parker; Steve Oroho became CFO. Debt decreased from $132.7M to $128.7M; backlog fell 20.6% to $408.5M. Adjusted EBITDA was $3.4M (7.6% margin). Company expects Q4 revenue entirely from technology solutions with similar EBITDA margins.

SEACOR Marine's Board announced July 29, 2026 that it is evaluating strategic alternatives including sale, merger, asset sales, or other transactions to maximize shareholder value. In Q2 2026, the company sold five vessels and equipment for $44.7M net cash proceeds, recognizing $31.3M in gains. Q2 operating revenues were $54.6M (down 10.2% YoY), operating income $16.0M, net income $3.3M ($0.13/share), with 68% fleet utilization and $20.2K average day rates.

Aurora deployed its second-generation Aurora Driver fleet on International LT series trucks without drivers (Q2 2026), signed transportation agreements with Charger Logistics and Value Truck for routes Dallas–Laredo and Fort Worth–Phoenix, achieved 440,000+ cumulative driverless miles with zero Aurora-attributed collisions, and expects to exit 2026 with 200+ driverless trucks ($80M TaaS run-rate). Q2 revenue was $2M; operating loss was $266M including $60M stock-based compensation. Cash position: $1.2B. Roush facility ramping to 1,000 trucks/year by October; Volvo Autonomous Solutions plans 300+ driverless VNL trucks by end of 2027.

Preformed Line Products posted record Q2 2026 net sales of $212.7 million (up 25% vs. Q2 2025's $169.6M) and record diluted EPS of $4.49 (up 75% vs. $2.56). Gross margin expanded 160 bps to 34.3%. PLP-USA drove growth with 32% sales increase; company also acquired Delta Star Conectores Electricos (Brazil) in May 2026 for unspecified consideration. H1 2026 net sales reached $389.0M (+22% YoY); net income $32.0M vs. $24.2M prior year.