Most material SEC filings — August 10, 2026

AbbVie agreed in June 2026 to acquire all outstanding Apogee shares for $135.11 per share in cash, totaling approximately $10.9 billion in equity value. The transaction is expected to close in Q3 2026, subject to shareholder approval and regulatory clearance. Concurrently, Apogee received $1.3 billion in non-dilutive financing from Blackstone Life Sciences in May 2026 to fund Phase 3 development of zumilokibart; the company reported positive Phase 2 APEX Part B results (65.9% EASI-75 response at mid-dose) supporting planned Phase 3 advancement in atopic dermatitis.

Cherry Hill Mortgage Investment Corp (market cap ~$97.4M) agreed to merge into TPG Mortgage Investment Trust, Inc. (Parent). Company shareholders receive 0.3063 Parent common shares per Company share plus $0.41 cash per share plus $0.52 additional cash consideration from Parent Manager. Preferred shareholders receive one-for-one conversion into Parent's new preferred series (D and E). Agreement dated August 9, 2026; merger consideration includes equity exchange and modest cash component.

On August 9, 2026, TPG Mortgage Investment Trust (MITT) agreed to acquire Cherry Hill Mortgage Investment Corp in an all-stock-and-cash deal valued at $117.5 million ($3.10/share), representing a 29% premium to Cherry Hill's closing price on August 7, 2026. Each Cherry Hill common shareholder will receive 0.3063 MITT shares plus $0.93 cash per share. The transaction is expected to close in Q4 2026, subject to stockholder approval and customary conditions. Cherry Hill's Q2 2026 results showed GAAP net income of $1.3 million ($0.04/share) and EAD of $5.5 million ($0.15/share), with book value of $3.16/share and 5.02x leverage.

Neptune BidCo US Inc. agreed to acquire DoubleVerify Holdings, Inc. in an all-cash merger dated August 6, 2026. Merger consideration is $13.60 per share. Elliott Associates and Elliott International guarantee certain Parent obligations under a limited guarantee. Equity and debt financing commitments support the transaction; closing conditioned on stockholder approval, regulatory clearances, and other customary conditions.

Chief Executive Officer Huang Jack Jiajia (COE) bought 741K shares (~$13.8M) on the open market (2.1% of holdings). Open-market insider purchase — historically a bullish signal.

TPG Mortgage Investment Trust (Parent, $214.4M market cap) agreed to acquire Cherry Hill Mortgage Investment Corporation (Company) in a two-step merger effective August 9, 2026. Company shareholders receive 0.3063 Parent shares per Company Common Stock plus $0.41 cash per share, plus $0.52 per share from Parent Manager. Company Series A Preferred converts 1:1 to Parent Series D; Series B Preferred converts 1:1 to Parent Series E. Company Termination Fee: $4.7M; Parent Termination Fee: $7.99M. Combined entity will operate as single REIT.

Beasley Broadcast Group postponed reporting Q2 2026 financial results and its earnings conference call (originally scheduled for an unspecified date, now expected by Friday, August 14, 2026) to allow additional time to finalize tax accounting treatment related to a refinancing and debt restructuring completed in Q2 2026. No specific dollar amounts, debt figures, or restructuring terms are disclosed in this announcement.

Yum China Holdings agreed to purchase all membership interests in Willow Glade Investments LLC (which holds Pizza Hut PRC assets) from Yum! Brands, Inc. for $1,200,000,000 (executed June 16, 2026). The transaction includes IP assets, brand licenses, and operational control of Pizza Hut restaurants in mainland China, with closing targeted by November 16, 2026.

National Energy Services Reunited Corp. reported Q2 2026 revenue of $520.8 million (59.1% YoY growth, 28.7% sequential), net income of $44.0 million (189.6% YoY improvement), and diluted EPS of $0.43 (168.8% YoY increase). Adjusted EBITDA reached $106.2 million (+50.5% YoY), operating cash flow was $174.0 million (+466.6% YoY), and free cash flow was $99.9 million. Net debt decreased to $99.6 million from $185.3 million at year-end 2025. No counterparties, share buybacks, or M&A transactions disclosed.

Silexion initiated a Phase 2/3 clinical trial in July 2026 for SIL204, a first-in-class RNA interference therapeutic targeting KRAS mutations in locally advanced pancreatic cancer (LAPC). The trial uses dual intratumoral and systemic delivery, with regulatory approvals received from Israel's Ministry of Health and Germany's BfArM; FDA pre-IND meeting expected early 2027. GMP clinical supply is manufactured by Catalent and Axolabs, with early human data expected Q4 2026 and U.S./EU expansion planned Q1 2027.

RHP Property GLO LLC (Ryman subsidiary) agreed to purchase the Grande Lakes resort assets in Orlando, Florida from GLO Hotel Owner LLC for $1,380,000,000, including the JW Marriott Orlando, two Ritz-Carlton hotels, and a golf club. The deal includes a $50M earnest money deposit, potential $10M additional deposit for closing extension, assumption of ~$800M existing financing, and closes by December 31, 2026. Earnest money becomes non-refundable except upon Seller default.

JBG SMITH reported Q2 2026 results with $59.2M net loss (including $44.1M impairment). Core FFO: $10.4M ($0.18/share). Major event: July 31, 2026 court judgment of $118.7M damages trebled to $356.1M in Wardman Tower litigation (company disputes liability, plans appeal). Capital activity: Sold 50% of Tysons Dulles Plaza; contributed 2200 Crystal Drive (195 units) to JV with partner contributing 70% equity for construction. Portfolio: 89.6% leased (multifamily), 78.0% (office); leverage 12.4x Net Debt/EBITDA.

Veru Inc. enrolled 239 patients (exceeding 200-patient target) in its Phase 2b PLATEAU trial testing enobosarm + semaglutide for quality weight loss in older obese patients. The company secured a clinical supply agreement with Novo Nordisk (announced June 2026) and received USPTO Notice of Allowance for a patent covering enobosarm-GLP1 combinations, expiring October 2044. Interim results expected Q1 2027; final data Q4 2027. YTD net loss improved to $15.1M ($0.68/share) vs. $24.2M ($1.65/share) prior year; cash position increased to $23.9M from $15.8M.

CECO closed acquisition of Thermon Group Holdings on June 1, 2026 for $436.9M cash (net of cash acquired). Q2 2026 orders reached $798.5M (up 191% YoY), backlog $1.819B (up 164% YoY), and revenue $285.0M (up 54% YoY). Despite Q2 GAAP net loss of $34.8M (driven by $45.5M acquisition/integration expenses and $9.5M inventory fair-value adjustments), non-GAAP net income was $21.5M (+147% YoY). Company raised full-year 2026 guidance: revenue $1.30–1.375B (prior $1.275–1.375B), Adjusted EBITDA $200–225M (prior $195–225M). Share count increased from 35.6M (Dec 2025) to 58.4M (June 2026) due to acquisition consideration paid in stock.

TPG Mortgage Investment Trust reported Q2 2026 earnings with $0.24 EAD per share (fully covering $0.24 dividend) and book value of $10.00 per share. The company announced a definitive agreement to acquire Cherry Hill Mortgage Investment Corporation (CHMI) via merger, expected to expand equity capital base, drive cost synergies, and incorporate complementary cash flows. Specific acquisition terms (purchase price, exchange ratio, timing) are not disclosed in this earnings release; further details are referenced as available in joint press release and investor presentation filed separately.

Target Hospitality reported Q2 2026 revenue of $85.5M (up 39% YoY) and Adjusted EBITDA of $18.2M (up 420% YoY), driven by its Workforce Hospitality Solutions segment. Since January 2026, the company secured over $1.4 billion in multi-year contract awards representing 9,000+ contracted beds. On July 24, 2026, Target replaced its $175M credit facility with a new $660M asset-based revolving credit facility (maturing July 2031), materially expanding liquidity. Full-year 2026 revenue guidance raised to $410-420M and Adjusted EBITDA to $85-95M.

Fox Corporation agreed on June 14, 2026 to acquire Roku Inc. for $96.00 per share in cash plus 0.9693 FOX Class A shares per Roku share, totaling preliminary estimated consideration of $23.2B ($8.6B stock, $14.6B cash). Transaction financed via $1B term loan, $11B bridge facility, and planned permanent senior unsecured debt. Pro forma shows combined entity with $42.6B assets, $20.2B equity, $22.0B revenue, and $618M net income (FY2026).

Aquestive announced positive results from human factors validation and pharmacokinetic studies for Anaphylm (dibutepinephrine) sublingual film conducted to address FDA Complete Response Letter received January 2026. Revised packaging reduced median pouch-opening time from 17 to 3 seconds; incorrect film placement dropped from 20 to 2 participants (out of 105–166); self-administered PK was comparable to clinician-administered; top-of-tongue misplacement showed clinically meaningful pharmacodynamic response. Company plans NDA resubmission in Q3 2026.

AAON delivered Q2 2026 net sales of $627.0M (+101.2% YoY), operating income of $68.9M (+192.1%), and diluted EPS of $0.68 (+257.9%). Total backlog reached $2.0B (+98% YoY), with BASX-branded backlog up 185.4% and AAON-branded backlog up 9.4%. The company raised 2026 outlook to 55%-60% net sales growth (from 40%-45%) but lowered gross margin guidance to 25%-26% (from 27%-28%) due to capacity ramp costs and price-cost timing. No specific counterparty transactions disclosed; this is operational and financial results reporting.

Sionna's SION-719 failed to meet its key efficacy endpoint in the PreciSION CF Phase 2a trial, showing only -1.0 mmol/L mean placebo-adjusted sweat chloride change (p=0.7) when added to Trikafta in 15 CF patients. The company will not advance SION-719 as an add-on to standard of care. SION-451 dual combinations (preferred: SION-451 + SION-2222) achieved safety and PK objectives in a 120-subject Phase 1 healthy volunteer trial; next steps are under evaluation. Sionna ended Q2 2026 with $268.3M in cash and plans capital-preservation measures.

MoonLake announced positive Phase 3 IZAR-1 topline results for sonelokimab 60 mg in biologic-naïve psoriatic arthritis patients at Week 16: primary endpoint ACR50 achieved at 42.1%, with strong secondary endpoints including ACR20 66.5%, MDA 41.2%, PASI90 61%. Safety profile consistent with prior studies; no new signals. Full Week 52 readout expected H1 2027. Company reported Q2 2026 cash of $537.0M (sufficient runway to mid-2028) plus $400M available debt facility with Hercules Capital.

Tenax's Phase 3 LEVEL trial of TNX-103 (oral levosimendan) for pulmonary hypertension with heart failure enrolled 241 patients (120 TNX-103, 121 placebo) and failed the primary endpoint of 6-minute walk distance improvement (3.5m difference, p=0.63). However, in prespecified subgroup analyses, patients with baseline walk distance <333m showed +26.3m improvement vs placebo (p=0.0112), and NT-proBNP fell 49% vs placebo across the overall population (p=0.0001). Company plans to request FDA Type C meeting to discuss enriched Phase 3 trial targeting sicker patients.

Varex reported Q3 FY2026 revenues of $211M (up 4% YoY), with Medical revenue $134M and Industrial revenue $77M. GAAP net income was $0.37/share; non-GAAP EPS $0.31 vs. $0.13 prior year. Q3 included a $17M tariff refund from U.S. Customs, with a $7M revenue reduction for customer reimbursements, netting ~$10M gross profit benefit. Cash declined to $99M from $155M at FY2025 end due to debt redemption/refinancing in March and increased working capital. Critically, the company cancelled its earnings call and suspended forward guidance due to the pending acquisition by Teledyne Technologies Incorporated.

Q1 FY2027 (ended June 30, 2026): Revenue $21.9M (+43% YoY), operating income $3.4M (vs. $0.8M prior year), net income $2.2M, operating cash flow $4.8M. Note: $2.7M of Q1 revenue from a customer buyout. Company reaffirmed FY2027 guidance: $80–$84M revenue, $10–$12M Adjusted EBITDA. Also repurchased >10% of outstanding shares and completed 1-for-8 share consolidation.

AbCellera announced positive Phase 2 results for ABCL635, an NK3R antagonist antibody for moderate-to-severe vasomotor symptoms (hot flashes). In a 92-patient randomized trial (46 ABCL635 600 mg SC, 46 placebo), ABCL635 achieved 83% reduction in VMS frequency vs. 33% placebo (50% placebo-adjusted difference, p<0.001) and 58% severity reduction vs. 12% placebo (46% placebo-adjusted difference, p<0.001) at week 4. Sleep and patient global impression improved significantly. Safety profile was favorable with no serious adverse events in the ABCL635 group; most common AEs were headache (28%), fatigue (13%), and injection site reaction (9%). Company plans regulatory discussions and Phase 3 advancement.

On May 26, 2026, Apogee Therapeutics sold revenue participation rights for its IL-13 antibody APG777 to Annapurna Aggregator L.P. (managed by Blackstone Life Sciences) for an upfront payment of $100 million, plus up to $300 million in tranched payments ($100M + $200M) contingent on clinical trial milestones, and up to $400 million in optional Tranche 4 funding. Apogee retains upfront cash while Annapurna receives tiered revenue percentages (0.9375%–2.5%+ depending on net sales tier) throughout a 15-year revenue payment term starting at first commercial sale.

Citi Trends reported preliminary Q2 2026 total sales of $211.6M (up 10.9% YoY) with comparable store sales growth of 10.5% (19.7% on two-year basis). Year-to-date 2026 sales reached $442.5M (+12.7% YoY) with comp growth of 12.2% (21.8% two-year). This marks the company's eighth consecutive quarter of comp store sales growth. Results are preliminary and unaudited; final earnings release scheduled for August 25, 2026.

Jade Biosciences announced positive interim Phase 1 results for JADE101 (anti-APRIL antibody) in IgA nephropathy, showing ~70% IgA reductions supporting every-12-week dosing and a favorable safety profile. The company completed a $172.5M public offering, bringing cash to $461.2M with runway into Q4 2028. Pipeline advances include Phase 2 JADE101 enrollment underway (interim data 2027), Phase 3 initiation planned H1 2027, Phase 1 dosing started for JADE201 (anti-BAFF-R, rheumatoid arthritis), and JADE301 (anti-IFN-γ, dermatomyositis) Phase 1 healthy volunteer trial now expected Q4 2026. Q2 2026 R&D expenses surged to $50.1M (vs. $22.5M prior year) and net loss to $55.8M (vs. $32.1M prior year), reflecting accelerated clinical development and manufacturing costs.

Jazz Pharmaceuticals agreed to acquire privately-held Actio Biosciences for $820 million upfront payment plus up to $500 million in contingent milestone payments. The acquisition adds ABS-1230, a clinical-stage precision therapy for KCNT1+ epilepsy (ultra-rare genetic disease affecting ~2,500 U.S. patients with no approved treatments), which has FDA Fast Track and Orphan Drug designations and is in Phase 1b/2a KYRON registrational trial. Transaction expected to close by Q4 2026; Jazz will also take a minority stake in a new private entity spun from Actio focusing on rare neurological diseases including TRPV4 inhibitor ABS-0871.

Replimune priced an underwritten offering of 9,701,490 common shares at $12.06/share and pre-funded warrants for 2,736,340 shares at $12.0599/warrant ($0.0001 exercise price). Gross proceeds ~$150M. Underwriters: Leerink Partners, J.P. Morgan, Cantor. Closing expected August 11, 2026.

Edward A. Pesicka, President and CEO of Accendra Health (NYSE: ACH) for over seven years, announced his intent to retire by December 31, 2026, and resign from the Board of Directors by year-end. The Board has initiated a comprehensive successor search leveraging previously identified candidates from its ongoing succession planning process. Pesicka may serve in an advisory capacity post-retirement to facilitate transition.

Q2 2026 net product revenue reached $218.4M (46% YoY growth), driven by AUVELITY sales of $180.3M (51% YoY growth). Company launched AUVELITY for Alzheimer's disease agitation in June 2026, expanded sales force to ~630 reps, and achieved 126% increase in new patient starts among 65+ patients in first 8 weeks post-launch. NDA for AXS-12 (narcolepsy cataplexy) accepted with May 1, 2027 PDUFA date; FOCUS-2 and FOCUS-3 Phase 3 trials initiated for solriamfetol in pediatric ADHD.

Sonida completed acquisition of CNL Healthcare Properties (CHP) in March 2026, adding 54 communities. In August 2026, executed new $380M 5-year term loan with Ally Bank (SOFR +185 bps) to repay $170M bridge debt and $122M prior term loan, with $70M additional revolver paydown. Same-store occupancy grew 240 bps YoY to 87.8%; NOI grew 16.9% with 250 bps margin expansion. Normalized FFO: $0.48/share. Company raised $27.3M via ATM at $41.05/share.