Most material SEC filings — August 18, 2026

TruGolf Holdings (Nevada corp, ~$3.2M market cap) agreed to acquire Polymath Research Inc. (Canadian fintech security token firm) via statutory amalgamation. Polymath shareholders receive 19.9% of Parent's Class A common stock plus Series C Convertible Preferred Stock valued collectively at $140M. Parent must raise concurrent financing of up to $5M (initial $3M tranche). Deal dated August 17, 2026; close expected by September 30, 2026.

Francisco Partners has entered into a definitive agreement to acquire Weave Communications for approximately $650 million in aggregate equity valuation. Weave stockholders will receive $7.40 per share in cash, representing a 34% premium to the closing price on August 17, 2026. The transaction is expected to close in Q4 2026, subject to stockholder approval and regulatory clearances; Weave will become private and remain headquartered in Lehi, Utah.

CID Holdco filed an 8-K on 2026-08-18 disclosing Item 2.04 (triggering event accelerating financial obligations) and Item 3.01 (delisting notice or listing standard failure). The filing indicates the company has breached a debt covenant or failed continued listing requirements. Specific dollar amounts, creditor names, and detailed terms are not disclosed in this filing summary.

iPower Inc. (market cap ~$9.8M) filed an S-1/A registering 5,873,610 common shares issuable upon conversion of $3,149,444 aggregate principal of Series A senior secured convertible notes. The notes were issued to a single Selling Stockholder under a Securities Purchase Agreement dated December 22, 2025 (amended July 7, 2026) via Regulation D private placement; Dorsey & Whitney LLP opined the shares will be validly issued, fully paid, and non-assessable upon conversion.

Cypherpunk Technologies acquired ~4,902 Bitmain Antminer Z15 Pro mining machines (4.2 GSol/s hashrate, ~18% of Zcash network) from Moria Mining LLC via asset purchase agreement dated August 17, 2026. Consideration: pre-funded warrant to Winklevoss Treasury Investments LLC for 43,290,042 common shares at $0.001 exercise price, implying $33.33M valuation at $0.77/share. Mining fleet deployed across three U.S. facilities (Barstow TX, Morristown TN, Fairview WV); hosting deposits totaling $782,668 transferred. Kevin Zhang appointed Head of Mining.

LUCIDITY, a 78-participant Phase 3 trial, met its FDA-agreed primary endpoint with avexitide demonstrating a 55% reduction in composite Level 2 and Level 3 hypoglycemic events versus placebo (p=0.000003). All secondary endpoints were also met. Avexitide has Breakthrough Therapy and Orphan Drug Designations; the company plans NDA submission by end of 2026, targeting potential 2027 commercial launch. No serious adverse events related to avexitide were reported; most adverse events were mild to moderate (diarrhea, injection site reactions).

On August 18, 2026, Metaplanet Holdings agreed to purchase 44.86M shares at $3.00/share (valued ~$134.6M at deal pricing), plus strategic preferred stock and warrants to purchase 381M common shares at escalating prices ($3–$33.50). The investment includes 2,100 Bitcoin (~$63.4M at $30.2K/BTC) and $2.5M cash. Metaplanet receives board control, a 24-month option to buy up to $210M in junior preferred stock, and the company will rebrand to 'Superplanet, Inc.' (ticker: SUPA). Major dilution: warrant exercise could add 381M shares; pre-funded warrants issued earlier (509.7K to Esports Now; 833.3K to Evo Fund) add further overhang.

On August 5, 2026, Ensysce Biosciences entered into a merger agreement with Cy Biopharma, Inc., whereby Cy Biopharma will merge into Ensysce through a two-step merger structure. Simultaneously, Bob Gower (a significant shareholder) executed a support agreement committing to vote his shares in favor of required stockholder matters, including approval of issuance of Series C Non-Voting Convertible Preferred Stock to Cy Biopharma shareholders. Gower also holds a warrant to purchase 254,307 shares at $0.4840/share, exercisable through April 23, 2028. The merger agreement and support agreement are binding, with a 10-month expiration on the support commitment.

Change Agents Corporation issued $616,000 principal amount of promissory notes (with $550,000 purchase price and $66,000 original issue discount) to C/M Capital Master Fund, LP and other purchasers on August 14, 2026. Notes bear 7% annual interest, mature in 9 months, and are accompanied by pre-funded warrants to purchase 1,000,000 common shares at $0.0001 exercise price. Proceeds fund working capital, corporate purposes, and debt satisfaction. Notes contain extensive default provisions and restrictive covenants limiting additional debt, variable-rate transactions, and dividend payments.

BayFirst Financial (market cap ~$49.3M) raised $80M in capital in April 2026 and completed a major asset resolution plan in Q2 2026, resulting in a $32.7M net loss ($43.8M of which was one-time charges related to SBA loan charge-offs, impairments, and accounting restatements). The company restated prior-period financials for 2024, 2025, and Q1 2026 due to material misstatements in deferred origination costs and accrued interest totaling ~$8.3M across periods. On July 14, shareholders approved converting 8,000 shares of preferred stock (Series D and E) into 22.86M common shares; Series A and B preferred were redeemed in July for ~$9.7M. A rights offering for ~4.1M shares at $3.50/share is launching in August.

BasePoint Group Inc. filed a Schedule 13D on August 18, 2026, indicating acquisition of beneficial ownership in Katapult Holdings, Inc. The filing reveals a material stake acquisition, though specific share count, percentage owned, and dollar amount of the investment are not disclosed in the header metadata provided. This represents a potential change-of-control event for the micro-cap company valued at approximately $23.3M.

10% owner CASCADE INVESTMENT, L.L.C. (RSG) bought 356K shares (~$76.6M) on the open market (0.3% of holdings). Open-market insider purchase — historically a bullish signal.

Agriculture & Natural Solutions Acquisition Corp received notice of failure to satisfy continued listing standards on 2026-08-12, triggering Item 3.01 delisting disclosure. No specific cure period, financial metrics, or remediation plan details are provided in this 8-K filing stub. The filing indicates a transfer of listing may occur but does not specify the exchange, the underlying violation (e.g., minimum bid price, stockholder equity, or audit committee requirements), or timeline.

AIxCrypto Holdings (AIXC, $5.6M market cap) filed S-1/A Amendment on August 18, 2026 to register up to 4,044,975 common shares (19.99% dilution) for resale by Gold King Arthur Holding Limited, a Hong Kong entity controlled by Shawn Wang. Under a Common Shares Purchase Agreement dated June 16, 2026 (amended August 18), the Company may draw up to $50 million by issuing shares at 93% of 3-day VWAP, with GKA retaining 3% draw fee. No proceeds flow from GKA's secondary sales; the Company receives ~$2.65 million gross at $0.7273 VWAP per August 12, 2026 reference price. Shareholder approval (received July 28, 2026 via written consent, not yet effective) permits issuance beyond the initial 4.04M-share cap.

10% owner Catalyst4, Inc. (MLPT) bought 7.3M shares (~$83.4M) on the open market (71% of holdings). Open-market insider purchase — historically a bullish signal.

Amylyx announced positive topline data from its Phase 3 LUCIDITY trial (N=78) showing avexitide 90 mg once daily achieved a statistically significant 55% reduction in composite Level 2 and Level 3 hypoglycemic events versus placebo (p=0.000003, rate ratio 0.45 [95% CI 0.32–0.63]), met all secondary endpoints, and was generally well-tolerated with no treatment-related serious adverse events. The company plans to submit an NDA to the FDA by end of 2026 and anticipates potential commercial launch in 2027 if approved.

Scott Pomeroy, who served as Chairman and CEO since December 2025, resigned effective August 17, 2026. Jeremy Schneiderman, CEO of subsidiary Drone Nerds LLC since 2014, was appointed interim CEO. Jonathan Ornstein was elected interim Chairman. Pomeroy received $138,461.54 in accrued PTO, $200,000 in unpaid bonuses, immediate vesting of 2,000,000 stock options, and 12 months of COBRA coverage. An Independent Special Committee investigation began June 25, 2026 regarding Pomeroy's conduct. The company filed Form 12b-25 delaying its 10-Q filing.

DataMeds AI (market cap ~$27.1M) raised $6.5M in June 2026 and reported Q2 2026 revenues of $1.779M (14% sequential growth), but posted a net operating loss of $18.363M in Q2 2026 vs. $6.672M in Q2 2025, driven by $8.881M debt extinguishment loss and other charges. The company executed a 1:50 reverse stock split in May 2026 to address NASDAQ delisting risk, completed a corporate rebranding to DataMeds AI with ticker change to MEDS, and is pursuing a pending multi-party transaction with Datavault AI, Scilex, EOS Technology, and HealthBridge to consolidate IP and launch a Health Lives Here app targeting GLP-1 patients via NFL Alumni Health partnership by September 2026. Shareholders representing ~49% of shares entered 90-day lock-up agreements.

Newbury Street II Acquisition Corp (SPAC, market value ~$180.2M) amended its underwriting agreement with BTIG, LLC effective upon closing the Fort Robotics business combination. Key change: deferred underwriting commission reduced to $2,000,000, payable from Trust Account at closing; if deal fails, underwriters forfeit commissions. Company also executing merger agreement with Fort Robotics, Inc., with $500M merger consideration in SPAC common stock; $31.25M PIPE financing secured; Transaction expected to close pending shareholder approvals and regulatory clearances.

Flash Sports & Media Holdings completed its February 17, 2026 merger with Innovative Production Group FZ, LLC, consolidating the Lanka Premier League operations. As of June 30, 2026, the company reported $266M total assets (including $122.8M goodwill and $132.6M intangibles from the merger), $191.9M stockholders' equity (vs. $45.2M deficit at year-end 2025), and $2.4M cash. Critically, $3.4M in LPL Season 6 franchise, sponsorship, and production fees were billed in advance but recorded as contract liabilities because Season 6 had not yet been delivered; these revenues are expected to be recognized in Q3 2026. Q2 continuing-operations revenue was only $0.1M; net loss was $8.0M ($0.91 per share).

Oncolytics received written FDA feedback supporting a two-part regulatory pathway for REO 033, a Phase 2 study of pelareorep in second-line RAS-mutant MSS metastatic colorectal cancer (n=60 Part A). FDA confirmed potential accelerated approval based on objective response rate, with progression-free survival supporting full approval. The company plans to launch Part B expansion upon positive Part A interim data and will pursue an End-of-Phase meeting with the FDA.

AIxCrypto announced a strategic shift away from its Digital Asset Treasury (DAT) strategy to focus on robotics operations and commercialization via RoboShare, an online robot rental marketplace. RoboShare completed its first paid commercial order on August 15, 2026—a deployment of six robots (one Master humanoid, four Aegis Pro quadrupeds, one Navi compact robot dog) for an event with Los Angeles-based entertainer DU$TY (7.1M Instagram followers). The company plans an orderly exit from digital assets and to expand RoboShare across a planned ten-city strategy, with Los Angeles as the first market.

Mercury Systems (MRCY, ~$2.5B market cap) reported Q4 FY26 (ended July 3, 2026) record bookings of $660M (+93.1% YoY), record backlog of $1.9B (+38.4% YoY), and record revenue of $290M (+6.1% YoY). Full-year FY26 revenue was $984M (+7.9% YoY) with adjusted EBITDA of $150M (+25.7% YoY). For FY27, the company increased guidance to expect low-double-digit organic revenue growth approaching $1.1B, with adjusted EBITDA margin in the high-teens (~$200M, +30% YoY growth), though free cash flow conversion expected to be ~35% vs. 50% target due to planned inventory and automation investments.

XCF Global borrowed $500,000 from Abri Capital Limited on August 12, 2026, structured as a senior secured convertible note with $666,666.66 face value (25% original issue discount), 10% annual interest, due August 20, 2026. Lender receives 500,000 commitment shares immediately and 5,000,000 penalty-of-default shares if XCF defaults. Loan is secured by first-priority lien on all collateral including inventory, receivables, environmental attributes (RINs/LCFS credits), and deposit accounts, with mandatory prepayment from first revenue event onwards.

Keysight reported Q3 2026 revenue of $1.846 billion (up 37% YoY from $1.352B) and orders of $2.091 billion (second consecutive record), with GAAP diluted EPS of $2.30 (vs. $1.10) and non-GAAP diluted EPS of $3.07 (vs. $1.72). Communications Solutions revenue rose 43% to $1.345B; Electronic Industrial Solutions rose 21% to $501M. Q4 2026 guidance: revenue $1.930-1.950B (37% growth at midpoint), non-GAAP EPS $3.34-3.40. Full-year outlook improved; cash position strengthened to $2.605B.

JBS N.V., which already owns ~82% of Pilgrim's Pride Corporation (PPC), submitted a non-binding proposal on August 18, 2026 to acquire all remaining publicly traded PPC shares at a fixed exchange ratio of 2.086 JBS Class A common shares for each PPC share, valued at $28.49 per PPC share based on JBS closing price of $13.66 and PPC closing price of $28.49 on that date. The proposal requires approval by a special committee of independent PPC directors and a majority vote of unaffiliated PPC shareholders; JBS shareholders do not need to approve it. Upon completion, PPC shares would be delisted from Nasdaq.

JBS N.V., which owns ~82% of Pilgrim's Pride Corporation (PPC), submitted a non-binding proposal on August 18, 2026 to acquire all remaining public shares at a fixed exchange ratio of 2.086 JBS Class A shares per PPC share (implying ~$28.49/PPC share based on JBS closing price of $13.66). The transaction requires approval by a special committee of independent PPC directors and majority vote of unaffiliated PPC shareholders; JBS has committed not to withdraw and does not require JBS shareholder approval.

Arxis completed its acquisition of Omnetics Connector Corporation for ~$770M enterprise value on August 18, 2026. Arxis issued 13,351,964 shares of Class A common stock (3.1% of total shares outstanding) to Omnetics shareholders, subject to lockup provisions. Combined with the MagCanica acquisition, the purchase multiple is ~12x FY27 estimated adjusted EBITDA. Omnetics, a Minneapolis-based designer/manufacturer of high-reliability connectors for defense, aerospace, and medical applications, will operate within Arxis' Electronic Components Segment.

ZW Data Action Technologies Inc. received formal notification from Nasdaq on August 17, 2026, confirming it has regained compliance with the Nasdaq Minimum Bid Price Requirement (Rule 5550(a)(2)) requiring a minimum $1.00 closing bid price. The company had been non-compliant since March 26, 2026, when its stock fell below $1.00 for 30 consecutive business days. Compliance was restored after the stock closed at or above $1.00 for 10 consecutive business days from August 3-14, 2026.

374Water reported Q2 2026 revenue of $2.26M (vs. $0.6M in Q2 2025), driven primarily by recognition of ~$2.0M from Orange County Sanitation District's Factory Acceptance Test completion. Gross margin improved dramatically to 87% from -46%, though net loss was $2.7M ($0.15/share). The company has $1.8M cash, reduced annual operating costs by ~$3.2M, and secured additional $2.6M in OC San contract value upon delivery in October 2026.

AXIL Brands reported Q4 FY2026 net revenues of $8.6M (up 48.9% YoY) with net income of $1.5M ($0.18 diluted EPS), compared to a $0.2M loss in Q4 FY2025. Full-year FY2026 net income was $2.7M ($0.33 diluted EPS) on revenues of $30.8M. Retail footprint expanded from ~1,800 to ~6,000 store locations through Walmart partnership expansion (1,250 stores), Sportsman's Warehouse entry (70 stores), and subsequent U.S. Marine Corps Exchange availability. Gross margin expanded to 72% in Q4 from 70% YoY, benefiting from customs duty refunds (~$910K received post-year-end), though partially offset by lower margins on big-box retail sales. Cash position declined modestly to $4.5M from $4.8M with zero debt.

Beyond Air secured up to $30.1M in financing ($10.2M upfront + $20M in warrant exercises, including $10M tied to FDA approval of second-generation LungFit PH) from institutional healthcare investors and insiders. Q2 2026 revenue was $1.8M (flat YoY); company reaffirms $8M FY2026 guidance and $16–18M FY2027 guidance (>110% growth). Key milestones: third major U.S. GPO agreement expanding hospital reach by ~2,000 facilities; distribution now covers 45+ countries; PMA supplement for second-gen device under FDA review with approval expected 2H 2026.

On August 12, 2026, HeartSciences Inc. entered into a subscription agreement with Fortitude Mining Holdings, Inc., whereby Fortitude will purchase 411,522 shares of common stock at $2.43 per share for an aggregate of $999,998.46. The shares are being issued in connection with a pending merger between HeartSciences and Fortitude (announced June 23, 2026, amended July 27, 2026). Net proceeds will fund HeartSciences' operating expenses prior to merger closing. Fortitude receives standard PIPE rights including future registration obligations for resale.

Flotek entered a 10-year agreement on August 3, 2026, to supply power-generation equipment and PWRtek systems for a 400-megawatt project at Puerto Rico's Aguirre Power Plant. On August 17, 2026, the Financial Oversight and Management Board voted to direct PREPA to terminate the contract, and PREPA issued a work-stoppage directive. The company reaffirmed 2026 guidance ($340–$350M revenue; $47–$51M Adjusted EBITDA) excluding any PREPA contribution, having explicitly excluded this contract from prior guidance. No formal termination notice has been delivered to Flotek as of the filing date.

Elauwit Connection reported Q2 2026 contracted units of 42,687 (up 33% YoY, 16% QoQ) after signing ~5,900 units across 21 properties. Year-to-date, the company signed >10,000 units across 37 properties; two major REIT wins added 4,100 units across 14 properties. However, Q2 revenues fell 46% YoY to $2.9M (vs $5.3M in Q2 2025) due to timing of construction projects, and net loss expanded to $3.1M in Q2 2026 vs $0.9M in Q2 2025. The company targets >50,000 contracted units by year-end 2026 and expects construction/service revenue uptick in H2 2026.

Randal V. Stephenson, Chief Financial Officer, was involuntarily terminated without cause effective July 31, 2026. Under his April 28, 2025 offer letter, he receives three months' gross salary as severance (payable in semi-monthly installments after release becomes effective), three months of COBRA premium reimbursement, accrued unused PTO (12 days), and reimbursement for documented business expenses. No equity acceleration; stock options remain governed by the 2024 Equity Incentive Plan. In exchange, Stephenson executes a broad general release waiving all employment-related claims.

NextBoat Inc. (total assets ≈$64.5M) entered a loan agreement with Greentree Financial Group Inc. on August 14, 2026, for $510,000 principal ($459,000 net after 10% discount). Terms: 10% annual interest, 27-month maturity (November 2028), convertible into common stock at $1.785/share. Greentree simultaneously receives 100,000 warrants at $1.785 exercise price (3-year term, cashless exercisable, down-round protected) and 20,000 restricted commitment shares. Loan includes $10,000 legal fee allowance and $1,500 per conversion cost reimbursement.