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.

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.

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.

uniQure closed a $259M follow-on offering (5.69M shares at $45.50/share) in June 2026, raising cash to $810.3M as of June 30, 2026 (vs. $622.5M at year-end 2025). The company expects cash to fund operations into 2030. Concurrently, AMT-130 for Huntington's disease achieved FDA alignment for BLA submission under accelerated approval in Q3 2026; U.K. regulatory submission also on track for Q3 2026. Four-year clinical data expected September 2026. Pipeline programs AMT-260 (epilepsy) and AMT-191 (Fabry disease) showed early signals but AMT-191 dosing remains paused pending liver enzyme evaluation.

Del Monte Corporation (formerly Fresh Del Monte Produce) completed acquisition of Del Monte Foods business in March 2026 for ~$308M net of cash; company renamed itself in June 2026 to reflect expanded portfolio across fresh, refrigerated, shelf-stable, and prepared foods. Q2 2026: net sales $1,219.1M (+3.1% YoY), diluted EPS $0.44 GAAP / $0.72 adjusted; long-term debt increased to $414.6M from $173.0M at year-end 2025 due to acquisition financing. Banana segment weak (2.3% gross margin vs 7.3% prior year); prepared foods strong (18.9% margin).

Flex announced leadership appointments for both itself and planned SpinCo (Cloud and Power Infrastructure segment), with spin-off expected Q1 2027. SpinCo leadership includes CEO Revathi Advaithi, CFO Kevin Krumm, and eight other C-suite and operating executives; Flex will be led by CEO Michael Hartung with a separate C-suite team. Flex CFO Krumm will transition to SpinCo post-separation; Flex is searching for his replacement.

Vertiv reported Q2 2026 net sales of $3,274M (24% YoY growth, 18% organic), with diluted EPS of $1.27 (+53%) and adjusted diluted EPS of $1.52 (+60%). Operating profit increased 44% to $638M; adjusted operating margin expanded 410 bps to 22.6%. The company raised full-year 2026 guidance: net sales to $14,000M (31% organic growth), diluted EPS to $5.82–$5.92 (72% growth midpoint), and adjusted diluted EPS to $6.65–$6.75 (60% growth midpoint). Adjusted free cash flow was $925M (234% increase); company ended Q2 with $5.6B liquidity and net cash position.

Clarivate is pursuing a potential divestiture of all or substantially all of its Life Sciences & Healthcare business to a third party, with closing targeted by March 31, 2027. Two executive departures are documented: Henry Levy (retention agreement effective July 3, 2026) receives RSU acceleration upon closing and severance protection (18 months base salary + bonus + COBRA) if terminated within 6 months post-closing; Maroun S. Mourad (President, Intellectual Property) separated June 6, 2026, receiving $450,000 separation payment plus $30,000 COBRA reimbursement and continued salary through September 30, 2026.

Johnson Controls reported Q3 2026 GAAP EPS of $1.23 and adjusted EPS of $1.42 on $6.6B in sales (9% growth, 10% organic). The company raised FY26 full-year guidance: organic revenue growth from ~6% to ~8%, adjusted EPS from ~$4.85 to ~$5.05. Q3 backlog reached $21.0B (+32% organically YoY), driven by data center demand. All three segments showed margin expansion; Americas segment EBIT margin increased 260 bp to 18.8%.

Eton Pharmaceuticals submitted a Prior Approval Supplement (PAS) to the FDA on July 29, 2026, seeking to expand KHINDIVI (hydrocortisone oral solution) label approval to pediatric patients under age 5 with adrenocortical insufficiency. The new formulation demonstrated bioequivalence to ALKINDI SPRINKLE, with potential FDA approval targeted for H1 2027. The expansion targets an estimated 10,000-patient pediatric adrenal insufficiency market in the U.S., aiming to significantly increase KHINDIVI adoption.

CID Holdco, Inc. filed an 8-K on July 29, 2026 reporting termination of a material definitive agreement effective July 27, 2026 (Item 1.02). The filing does not disclose the counterparty identity, dollar amounts, financial impact, or specific terms of the agreement being terminated. Without these details, the nature and consequences of the termination cannot be assessed.

Littelfuse reported Q2 2026 net sales of $739M (+20% YoY; +14% organic), with GAAP diluted EPS of $3.49 (+52%) and adjusted diluted EPS of $4.19 (+47%). Adjusted EBITDA margin expanded 220 bps to 23.6%. The company increased full-year Basler acquisition outlook to $135M–$140M sales and $0.25–$0.30 EPS contribution. Q3 2026 guidance: $780M–$800M revenue (+26% YoY) and adjusted EPS $4.85–$5.05 (+68% YoY at midpoint). Free cash flow was $127M (+75% YoY); YTD FCF $193.5M (+68%). Dividend raised 7% to $0.80/share annualized at $3.20.

Q2 2026 revenue reached $1.394B (+9% reported, +8% constant currency) vs. $1.278B in Q2 2025. All three segments grew: Vision Care $784M (+4%), Surgical $256M (+19%, driven by premium IOLs at 175% growth), Pharmaceuticals $354M (+15%, MIEBO/XIIDRA +27%). GAAP net loss improved to -$14M from -$62M; Adjusted EBITDA excluding Acquired IPR&D rose to $246M from $192M (+28%). Company raised FY 2026 guidance: revenue $5.44–5.54B (vs. prior $5.42–5.52B), Adjusted EBITDA excluding IPR&D $1.025–1.075B (vs. prior $1.01–1.06B).

Flex delivered Q1 FY2027 net sales of $7.9B (up 21% YoY), GAAP EPS of $0.76, and adjusted EPS of $1.00 (record). Full-year FY2027 guidance raised: net sales $33.7–$35.2B (prior $32.3–$33.8B), adjusted EPS $4.42–$4.74 (prior $4.21–$4.51), representing 39% adjusted EPS growth at midpoint. Q2 FY2027 guidance: $7.95–$8.25B revenue, $1.00–$1.07 adjusted EPS. Long-term debt increased to $5.2B (from $3.8B at March 31) due to acquisition financing ($1.1B cash spent on Electrical Power Products, Inc. acquisition in Q1); ~$53M spin-off costs incurred.

Anika Therapeutics reported Q2 2026 revenue of $32.6M (up 16% YoY), with Commercial Channel revenue hitting a record $13.9M (up 17% YoY). The company delivered $3.3M net income and $7.1M adjusted EBITDA (22% margin). Based on strong first-half performance, Anika raised full-year 2026 guidance: total revenue growth to 5%–10% (from 1%–9%), adjusted EBITDA margin to 13%–17% (from 5%–10%). However, 2027 Commercial Channel guidance was cut to 5%–15% growth (from 10%–20%) due to regulatory uncertainty; Hyalofast PMA and Cingal NDA timelines remain uncertain, and the company now excludes unapproved products from forward guidance.

Stock Yards Bancorp (NASDAQ: SYBT) completed acquisition of Field Main Bancorp on May 1, 2026, adding ~$800M in assets and ~$800M in wealth management AUM. Q2 2026 net income reached record $40.1M ($1.31/diluted share), up 18% YoY from $34.0M ($1.15/share) in Q2 2025. Net interest margin expanded 31bps YoY to 3.84%; organic loan growth (excluding Field Main's $633M) was $400M (6% YoY). Field Main contributed $5.5M net interest income and $1.3M non-interest income for two months post-acquisition.

Meridian Holdings reported Q2 2026 revenue of $50.2M (+16% YoY), net income of $2.2M ($0.17 diluted EPS), and adjusted EBITDA of $5.9M (+43% YoY). The company achieved its second consecutive quarter of GAAP profitability, reduced net debt 65% YoY to $9.4M (leverage 0.39x), and reached $100.3M in H1 2026 revenue for the first time. H2 2026 guidance: 8–10% constant currency revenue growth.

Frontier amended its Barclays co-branded credit card agreement (Sixth Amendment, April 27, 2026; Seventh Amendment, June 24, 2026), extending the contract term from December 31, 2029 to June 30, 2037. Key changes include launching a new "Frontier Access World Mastercard" for entry-level consumers, increasing annual resource funding, establishing a technology resource fund, and restructuring fee schedules with adjusted premiums, renewal fees, and purchase-mile costs. Specific dollar amounts and fee percentages are redacted. Separately, Frontier sold 11 Airbus A321-271NX aircraft to Avolon Leasing Ireland 3 Limited (agreement dated June 30, 2026), with deliveries scheduled November 2026–June 2027; purchase prices are redacted.

PROG Holdings reported Q2 2026 continuing operations revenue of $719.7M (+22.3% YoY) and adjusted EBITDA of $88.4M (+22.8% YoY), with non-GAAP diluted EPS of $1.19 (+19.0%). The company acquired Purchasing Power on January 2, 2026, contributing $130.4M revenue and $10.6M adjusted EBITDA in Q2. Management raised full-year 2026 revenue guidance to $3,025–$3,100M (prior: $3,000–$3,100M), net earnings to $155–$164.5M (prior: $150.5–$166M), and non-GAAP EPS to $4.75–$5.00 (prior: $4.40–$4.80). Net leverage ratio improved to 1.7x from ~2.5x post-acquisition; the company repaid $50M debt in Q2 and repurchased $10.2M stock at $36.37/share.