Most material SEC filings — July 31, 2026

Agriculture & Natural Solutions Acquisition Corp (ANSC), a $374M SPAC, announced July 31, 2026 that it will not consummate a business combination before its Completion Window expires August 12, 2026. The sponsor declined to continue extension payments. The company will redeem all public shares at approximately $11.47 per share from trust account proceeds (less $100k dissolution costs), with trading halting August 12 and delisting to follow; warrants will expire worthless.

On July 31, 2026, Equinox Gold Corp. (British Columbia) acquired all issued and outstanding common shares of Orla Mining Ltd. pursuant to a statutory plan of arrangement under the Canada Business Corporations Act, effective the same date. The arrangement agreement was dated May 12, 2026. As a result, Orla has terminated all offerings under its Form F-10 registration statement filed September 15, 2025, and is deregistering all unissued securities.

SL Science Holding Ltd (incorporated March 2025, Cayman Islands, total assets ~$12K) filed Form F-1 to register resale of up to 1,040,000 ordinary shares by existing shareholders: 780,000 shares currently held plus 260,000 shares issuable upon conversion of 780,000 preferred shares. Subscription agreements dated February–March 2026. Critical: auditor notes 'substantial doubt about the Company's ability to continue as a going concern' as of 31 December 2025.

DocGo Inc. received a notice of delisting or failure to satisfy continued listing rules on July 28, 2026. The filing does not specify which exchange issued the notice, the specific listing standard(s) violated, remediation timeline, or whether a hearing was requested. The company's market value is approximately $149.6M.

On July 29, 2026, Context Therapeutics Inc. received notice of delisting or failure to satisfy continued listing standards. The filing does not specify the underlying reason, specific listing rule violated, or timeline for remediation. This is a critical corporate event for a ~$57.9M market-cap company.

On July 29, 2026, Traws Pharma received notice of delisting or failure to satisfy continued listing rules/standards from its exchange. The filing does not specify which exchange, the exact listing standard violated, or remediation timeline. This represents a critical corporate event for a company with ~$9.8M market value.

PDS Biotechnology Corp filed an 8-K on July 31, 2026 reporting Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard, with Transfer of Listing noted. The filing provides no specific dollar amounts, percentages, share counts, or detailed reasons for the delisting notice. The company (market cap ~$60.1M) has triggered Nasdaq/NYSE continued listing compliance issues.

On 2026-07-30, UPEXI, Inc. received Item 3.01 notice of delisting or failure to satisfy continued listing rules/standards, with transfer of listing mentioned. No specific exchange named, no remediation period stated, no financial amounts disclosed, and no counterparty details provided in the filing header.

On July 27, 2026, Mira Pharmaceuticals received notice of failure to satisfy continued listing requirements or standards, triggering a delisting review. The filing does not specify which exchange, which listing rule was violated, or what remedial actions are available. For a $16M market-cap company, delisting represents an existential threat to liquidity and market access.

On July 31, 2026, Humacyte, Inc. filed an 8-K disclosing Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard. The filing indicates the company has violated Nasdaq (or similar exchange) continued listing requirements. The specific rule(s) violated, timeline for remediation, and detailed circumstances are not disclosed in the excerpt provided.

On July 30, 2026, bioAffinity Technologies received notice of delisting or failure to satisfy continued listing rules/standards. The company is transferring its listing. No specific exchange, timeline, or remediation plan is detailed in this 8-K filing stub.

Cathayer Precision's board designated a new Series C-4 Convertible Preferred Stock series on July 27, 2026, authorizing up to 80,000 shares with a stated value of $1,000 per share ($80 million aggregate) and a fixed conversion price of $0.35 per common share. The preferred stock has liquidation preference senior to common stock, conversion rights at holder option, and dividend rights. Holders obtain 4.99% beneficial ownership limitations (adjustable to 9.99%), anti-dilution protections, and broad veto rights over material corporate actions unless 33.33% of preferred stock remains outstanding.

Seer received revised unsolicited acquisition proposals on July 28–29, 2026: Radoff-JEC Group offered $2.55/share cash plus one CVR; CEO Omid Farokhzad (in personal capacity) offered $2.45/share cash plus two CVRs (revenue-linked up to $0.33/share through 2033, sale-linked up to $4.91/share through 2033), totaling potential upside to $7.69/share (342% premium to 30-day VWAP as of June 30, 2026). Both proposals are non-binding. The Special Committee will review both proposals; no stockholder vote is required at this time.

nVent reported Q2 2026 sales of $1.5B (+53% reported, +47% organic) and diluted EPS of $1.32 (+103%), with adjusted EPS of $1.45 (+69%). The company significantly raised full-year 2026 guidance: reported sales growth to 37-39% (from 26-28%), organic growth to 32-34% (from 21-23%), GAAP EPS to $4.29-$4.39 (from $3.68-$3.78), and adjusted EPS to $5.00-$5.10 (from $4.45-$4.55). Systems Protection segment grew 70% reported (62% organic) driven by data center demand; Electrical Connections grew 21% reported (18% organic).

On May 6, 2026, Werewolf Therapeutics sold substantially all assets of its 898 Program (an interferon-alpha therapeutic program) to Jazz Pharmaceuticals Ireland Limited for a non-refundable Closing Purchase Price of $21,000,000 USD. Assets transferred include patents, know-how, the transferred compound, regulatory documentation, and books/records; Jazz assumes specified liabilities. The original 2022 collaboration and license agreement between the parties terminates simultaneously. Additionally, on May 7, 2026, Werewolf terminated its lease for its Watertown, Massachusetts facility (originally expiring May 31, 2030) effective October 31, 2026 (or earlier with 30 days' notice after July 1), paying Jazz landlord $2,700,000 total settlement ($2,465,016 by May 15, 2026, plus $234,984 May rent already paid).

Dragonfly Energy Corp. (subsidiary of Dragonfly Energy Holdings Corp., market cap ~$5.8M) acquired substantially all operating assets of Dakota Lithium for $4.0 million total consideration: $1.0 million cash + 1.5 million shares of common stock at $2.00/share ($3.0 million equity value). Dakota Lithium generated ~$12 million revenue in 2025 but was constrained by working-capital/inventory issues. Transaction closed July 31, 2026. Concurrent lender amendments reduced minimum cash covenant and permitted interest to be paid in-kind (PIK) for ~5 months, preserving ~$1 million liquidity. Shares subject to 12-month lock-up.

Columbus Acquisition Corp filed an 8-K on July 31, 2026 reporting Item 3.01—Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard with Transfer of Listing. The filing provides no specific dollar amounts, counterparties, dates of non-compliance, or remediation details. This indicates the SPAC has triggered a listing standard violation and is undergoing a transfer of listing, but concrete facts regarding the violation, timeline, or remedial actions are absent from the disclosed items.

On January 25, 2026, IonQ, Inc. completed a two-step merger acquiring SkyWater Technology, Inc.: Iris Merger Subsidiary 1 Inc. merged with SkyWater (which survived), then SkyWater merged into SkyWater Technology, LLC with IonQ as sole member. SkyWater now operates as a disregarded entity (taxed as a pass-through) wholly owned by IonQ, governed by an LLC agreement dated July 31, 2026. No purchase price, share count, or other financial terms are disclosed in these certificate and bylaw amendments.

On July 30, 2026, Heritage Global's Board authorized an Exit Plan to wind down its Specialty Lending segment (Heritage Global Capital LLC), driven by persistent difficulties with its largest borrower and declining business in Q2 2026. The company expects a material non-cash impairment charge (amount undetermined, to be amended) consisting of write-downs of equity method investments and increased loan loss reserves; cash wind-down costs are also undetermined. The exit commences Q3 2026 with completion timing dependent on implementation scope.

AIxCrypto Holdings engaged Aibot US Operation Inc as a consultant effective July 16, 2026 through July 15, 2027 at $50,000 per month ($600,000 annualized). Aibot will provide a 4-person team (2 finance, 1 capital markets, 1 HR/legal) working primarily on-site at AIxCrypto's El Segundo location, with one finance staffer on hybrid schedule (2 days on-site, 3 remote). Either party may terminate with 15 days' notice. Agreement includes standard IP assignment, confidentiality, non-solicitation for 6 months post-term, and expense reimbursement capped at $500/month.

Rocket One Inc. (market cap ~$15.4M) established an at-the-market (ATM) offering program with H.C. Wainwright & Co. LLC as sales agent, allowing sale of up to $5,257,000 in common stock shares via prospectus supplements dated April 16, May 27, June 3, and July 31, 2026. The offering is registered on Form S-3 (No. 333-291566) filed November 17, 2025, with an At-The-Market Sales Agreement dated November 8, 2024. This legal opinion confirms the shares will be validly issued, fully paid, and non-assessable under Nevada law.

PowerCompute (formerly LM Funding America) executed two new promissory notes via US Digital Mining and Hosting Co totaling $18,068,845.28 ($11,005,502.75 to ChainFi/Arch Lending for Galaxy Digital payoff, effective July 27, 2026, due July 31, 2026; $7,063,342.53 to ChainFi/Arch Lending for SE SJ Liebel payoff, same dates), both bearing short-term AFR interest. Separately, extended maturity of Brown Family Enterprises secured note from $1,500,000 original principal to $1,250,000 outstanding (after $250,000 payment July 27), now due December 31, 2026 at 11% interest, with accrued unpaid interest of $12,205. Company name officially changed July 22, 2026.

On May 20, 2026, AvalonBay Communities and Equity Residential entered a definitive merger agreement. AvalonBay shareholders will receive 2.793 Equity Residential Common Shares per AvalonBay share (fixed, non-adjusting). The all-stock merger is valued at ~$25.5B based on AvalonBay stock price of $190.29 on July 15, 2026. Post-close, legacy AvalonBay holders ~51%, legacy EQR holders ~49%. AvalonBay is accounting acquirer; EQR is legal acquirer. Expected close H2 2026. $2.0B bridge financing committed by Morgan Stanley and Wells Fargo.

Cycurion secured a 10-year, $54.6 million contract with a top-5 consulting firm to modernize a state Health and Human Services system, with work starting November 2026 and expected annual revenue exceeding $5 million. Concurrently, on July 31, 2026, the company completed a warrant inducement: an existing institutional investor exercised 3,341,439 warrants at $1.35/share for $4.5 million gross proceeds, receiving in return 5,012,159 new warrants at $1.65/share (150% inducement, 5-year term pending shareholder approval). Closing expected August 3, 2026.

GridAI Technologies Corp. (market cap ~$14.9M) completed three private placements in May–July 2026 for gross proceeds of ~$2.54M + $5.25M + $8.5M = ~$16.3M total. Counterparties include North York Ltd, Strategic EP LLC, VMD Legacy Capital, Gorilla Capital, Indigo Capital, Aerolith Global LLC, and Nicholas D Onofrio. The company received ~$4M upfront (May 8–12 and July 1, 2026); remaining ~$12.3M due before S-1/A effectiveness. Purchasers acquired 9.9M total shares (direct + warrant-underlying). If all warrants exercise in cash, pre-financing stockholders diluted to 42.3%; via cashless exercise, to ~58.4%. Company has $386K cash (as of Mar 31, 2026), $212M accumulated deficit, burn rate ~$7.8M/year, and going-concern warnings from auditors.

Werewolf Therapeutics sold its JZP898 program to Jazz Pharmaceuticals Ireland Limited for $21.0 million and repaid all K2 HealthVentures debt in Q2 2026. Cash position declined from $46.5M (Mar 31) to $22.0M (Jun 30); company projects funding through Q2 2027. The company is conducting a strategic alternatives process with Piper Sandler and expects clinical data updates on WTX-124 and WTX-330 in H2 2026.

Tenax Therapeutics reported Q2 2026 cash and equivalents of $118.0 million (up from $97.6 million at year-end 2025), with $13.4 million raised from warrant exercises in Q2. The company expects topline data from its Phase 3 LEVEL trial for oral levosimendan (TNX-103) in PH-HFpEF in August 2026 and plans presentation at ESC Congress 2026 (Aug 28-31). Q2 R&D expenses doubled to $12.9 million versus $6.1 million prior year due to LEVEL and LEVEL-2 trial costs; net loss widened to $17.8 million versus $10.9 million in Q2 2025.

IES Holdings reported Q3 FY2026 revenue of $1,243M (+40% YoY), operating income of $178.5M (+60%), and net income of $153.0M (+98%). Backlog reached $4.5B (+91% since Sept 2025). The company announced a 2-for-1 stock split effective August 21, 2026. Capital deployment included $19.5M for Abilene TX facility, $143.1M for business combinations (Gulf Island in January 2026), and $44.6M capex; the company repaid all debt post-quarter with operating cash flow.

Moleculin reported interim blinded data from its MIRACLE Phase 2/3 trial (n=62 evaluable subjects): preliminary composite complete remission (CRc) rate of 37% overall and 37% in the 30 patients who had failed prior venetoclax therapy—approximately 3× the published salvage remission rate of ~13% in that population. Enrollment stands at 74 of 90 subjects; final Part A treatment expected September 2026 with comprehensive unblinded results December 2026–February 2027. No cardiotoxicity observed. Data remain blinded and include control-arm subjects, so absolute efficacy vs. prior unblinded June data (50–57% Annamycin arms, 29% control) cannot be directly compared.

Co-Diagnostics, Inc. (market cap ~$10M) entered into a placement agency agreement with Maxim Group LLC on July 30, 2026 to induce exercise of existing May 2026 warrants. In exchange, the company issued new unregistered common stock purchase warrants (exercise price $1.56, 5-year term) equal to 200% of warrant shares exercised. Maxim receives 7.0% cash fee on gross proceeds plus $50,000 expense reimbursement. Company locked into 32-day equity issuance blackout (through August 31, 2026) except for exempt issuances. Specific warrant or share counts not disclosed in filing; dollar amount of inducement/exercise price not quantified.

IonQ completed its acquisition of SkyWater Technology on July 31, 2026. SkyWater shareholders received $15.00 cash plus 0.4883 IonQ shares per SkyWater share. The deal creates a vertically integrated quantum platform with domestic semiconductor foundry capabilities, securing IonQ's supply chain and enabling quantum chip manufacturing.

Board adopted and stockholders approved on July 31, 2026, an amendment to the 2022 Omnibus Incentive Plan increasing the aggregate shares available for awards to 1,275,000 shares of stock, all eligible for issuance as Incentive Stock Options. No prior pool size is disclosed in the filing. This represents a significant dilution reserve relative to the company's $6.5M market value.

On May 18, 2026, Neurocrine Biosciences completed its acquisition of Soleno Therapeutics for $53.00 per share in cash. The transaction added VYKAT XR (diazoxide choline), a first-in-class therapy for hyperphagia in Prader-Willi syndrome. Neurocrine funded the deal with a $1.0B revolving credit facility (drew $600M on closing, fully repaid by June 30), and pro forma 2025 combined net income would have been $324.5M vs. standalone $478.6M for Neurocrine, reflecting $235.6M in acquisition-related charges including $139.9M intangible asset amortization and $168.2M inventory step-up.

On July 30, 2026, INmune Bio received approximately $4.2M in R&D cash rebates from Australia, plus $0.4M from the United Kingdom in June 2026, totaling $4.6M in non-dilutive funding. These rebates, generated through established government programs for qualifying R&D expenditures in clinical development, manufacturing, and regulatory activities, exceeded the company's Q2 net operating cash burn and extend cash runway for advancing CORDStrom toward regulatory filings.

On February 27, 2026, Paramount Skydance Corporation entered into a merger agreement to acquire Warner Bros. Discovery Inc. for $31.00 per share in cash ($77.8 billion total to ~2.51 billion WBD shares), plus up to $0.25 ticking consideration. Paramount will finance via $46.7 billion equity PIPE (Ellison/Saudi/Qatar investors at $12.00–$16.02/share floor-cap), $5 billion revolving credit, $5 billion term loans, and up to $51.9 billion permanent debt financing; $49 billion bridge facility backstops. Paramount also paid Netflix $2.8 billion termination fee to exit prior WBD merger. Pro forma combined entity shows $192.7 billion assets, $66.1 billion 2025 revenues, $5.8 billion net loss after adjustments.

Cycurion agreed to extend the closing date of its Video Solutions Business asset purchase from Kustom Entertainment by 53 days (July 15 to September 15, 2026) by paying $250,000 in non-refundable cash and replacing 2,000,000 warrants with Series H Preferred Stock valued at $600,000 (12% annual dividend, $1.45 conversion price, 9.99% ownership cap). The $250K payment will be credited against final purchase price if deal closes by September 15.

Omid Farokhzad, Seer's Chair and CEO, submitted a non-binding unsolicited proposal to acquire all outstanding shares at $2.45/share cash (41% premium to 30-day VWAP as of June 30, 2026) plus two contingent value rights: (i) Revenue-Linked CVR up to $0.25/share tied to 2031 revenue milestones ($50M–$70M+), and (ii) Sale-Linked CVR up to $2.91/share tied to future M&A/asset sale within 5 years above defined thresholds. Full consideration potential is 222% premium. Board has formed a Special Committee of independent directors with separate financial (Perella Weinberg) and legal (Wilson Sonsini) advisors; Farokhzad recuses himself from deliberations. No financing contingency; majority-of-the-minority stockholder vote required.

aTyr Pharma and Kyorin Pharmaceutical terminated their January 2020 Collaboration and License Agreement effective July 30, 2026, following Kyorin's termination notice on May 12, 2026. Under the termination agreement, aTyr regains worldwide, irrevocable, perpetual, royalty-free, exclusive licenses to all New Kyorin IP and Kyorin Background Technology for the reversion products (including efzofitimod/KRP-R120). Kyorin transfers all clinical data, regulatory filings, and the orphan drug designation to aTyr, with Kyorin bearing archival storage costs during regulatory retention periods.

Newell Brands reported Q2 2026 net sales of $2.0B (+3.0% YoY), marking first sales growth in 4+ years, with core sales up 2.3%. Gross margin expanded to 40.7% (from 35.4% prior year). Company raised full-year 2026 guidance: net sales growth to 1%-2% (from flat-2%), normalized EPS to $0.73-$0.77 (from $0.56-$0.60). Separately, post-quarter-end, Newell entered an $800M asset-based revolving credit facility replacing prior secured facility, extending maturity to 2031.

Moog reported Q3 2026 net sales of $1.12B (+15% YoY), operating margin 15.8% (+430 bps), and diluted EPS $4.74 (+159%). Key drivers: $30M IEEPA tariff refund claims (270 bps margin benefit), strong defense/space/commercial aircraft demand, and Industrial segment growth in data center cooling pumps. FY2026 guidance raised: net sales $4.4B (from $4.3B), adjusted operating margin 14.1% (from 13.4%), adjusted EPS $11.65 (from $10.60). 12-month backlog up 23% to $3.3B. Free cash flow $133M in Q3.

Terex Corporation completed its acquisition of REV Group, Inc. on February 2, 2026, for total consideration of approximately $3,384 million. REV shareholders received 0.9809 Terex shares plus $8.71 cash per REV share (~$426M total cash); Terex issued 47.9 million new shares. The merger combined two specialty equipment manufacturers: Terex (emergency/waste/utility vehicles) and REV (fire apparatus, ambulances, recreational vehicles). REV's standalone Q1 FY2026 (ended Jan 31, 2026) showed net sales of $552.1M, net income of $13.3M, and total assets of $1,282.8M.

Director Hayden Michael R (IONS) bought 20K shares (~$1.1M) on the open market (45% of holdings). Open-market insider purchase — historically a bullish signal.

Clean Energy Technologies issued a convertible promissory note to 1800 Diagonal Lending LLC with principal amount $147,840 (including $15,840 original issue discount) for $132,000 cash on July 28, 2026. The note carries 12% interest, 9 monthly payments of $18,397.78 starting August 30, 2026, and converts to common stock at 85% of 10-day average market price after default. The company must reserve 4× conversion shares and faces multiple conversion-blocking events of default including missed payments, stock delisting, SEC reporting failures, and transfer agent issues.

BrightSpring reported Q2 2026 net revenue of $3,873M (up 23% YoY) and adjusted EBITDA of $206M (up 44% YoY), following completion of Community Living divestiture on March 30, 2026. The company raised full-year 2026 guidance to $15.1-15.4B revenue (17-19.5% growth) and $820-845M adjusted EBITDA (32.8-36.8% growth). Key actions: $300M debt paydown with First Lien Facility refinancing; $60M stock repurchase of 1,026,465 shares; leverage improved to 2.15x from 2.27x. Amedisys/LHC acquisition expected to contribute ~$35M adjusted EBITDA in 2026.

Proto Labs reported Q2 2026 record revenue of $149.3M (+10.6% YoY), with GAAP EPS of $0.37 and non-GAAP EPS of $0.60. Gross margin expanded 210 bps (GAAP) to 46.4%, operating margin rose 390 bps to 7.6% (GAAP). The company raised full-year 2026 revenue guidance from 6-8% to 8-10% and guided Q3 2026 revenue of $145.0M–$153.0M with non-GAAP EPS of $0.56–$0.64. Cash and investments totaled $162.9M; no acquisitions, divestitures, or counterparty transactions disclosed.

Lear reported Q2 2026 revenue of $6.2B (up 3% from $6.0B YoY) and net income of $192.8M (up 17%). Adjusted EPS grew 23% to $4.28. Management raised full-year 2026 guidance midpoints: net sales to $23.54–24.01B, core operating earnings to $1.08–1.20B, and free cash flow to $590–690M. The company repurchased $100M in shares (735,873 shares) during Q2 and maintained $3.0B total liquidity. New business awards include Audi seats in Europe/North America and Leapmotor in South America.

TXNM Energy reported Q2 2026 GAAP EPS of $0.64 vs. $0.22 YoY, driven by rate relief and higher retail load at both utilities. On July 17, 2026, the termination date for the Blackstone Infrastructure acquisition agreement was extended from an unspecified earlier date to May 31, 2027 to obtain remaining regulatory approvals (NMPRC, NRC). Separately, TNMP's $2.8B rate base settlement was approved by the PUCT on July 30, 2026, with interim rates effective May 22 and final rates September 13, 2026; this included a 9.65% ROE and 45% equity ratio.

Cboe Global Markets reported Q2 2026 net revenue of $731.6M (up 25% YoY) with diluted EPS of $3.35 (up 50%) and adjusted diluted EPS of $3.56 (up 45%). The company raised its 2026 organic total net revenue growth target to 'mid to high teens' from 'low double-digit to mid teens' and Data Vantage organic growth target to 'low teens' from 'low double-digit'. Options revenue reached $473.9M (up 30%), N.A. Equities $114.7M (up 17%), Europe/APAC $84.8M (up 20%), with operating margin expanding to 65.1% from 57.7% YoY.

Gates reported Q2 2026 net sales of $941.6M (up 6.6% YoY, 4.9% core), net income attributable to shareholders of $170.9M ($0.67 diluted EPS), and Adjusted EBITDA of $211.4M (22.5% margin). The company raised full-year 2026 guidance: core sales growth to 2.5%–4.5% (vs. prior 1%–4%), Adjusted EBITDA to $800–$830M (vs. prior $775–$835M), and Adjusted EPS to $1.62–$1.70 (vs. prior $1.52–$1.68)—midpoint improvements of +100 bps, +$10M, and +$0.06 respectively.

Everus Construction Group (NYSE: ECG, ~$2.5B market cap) announced a definitive agreement on July 31, 2026, to acquire Epsilon Industries, a modular construction solutions provider, for $295 million in cash, subject to customary adjustments. The acquisition will be funded through cash on hand and credit facility borrowings, expected to close Q3 2026. Epsilon generated ~$250M revenue in 2026 with low-double-digit EBITDA margins; the transaction is expected to be cash accretive and expand Everus' off-site construction capabilities, geographic footprint (Florida, Texas, Mid-Atlantic, Northeast), and end-market exposure (data center, advanced manufacturing, healthcare).