Most material SEC filings — August 31, 2026

As of August 30, 2026, Bitmine reports crypto + cash holdings of $15.6 billion, comprising 5,901,112 ETH tokens ($14.8B at $2,511/token), 211 BTC, $180M Beast Industries stake, $81M Eightco (ORBS) stake, and $541M cash/marketable securities. The company has staked 5,067,309 ETH ($12.7B) generating projected annualized staking revenue of $340M ($396M at full scale). Bitmine acquired 53,501 ETH in the past week and has bought ETH every week for 65 consecutive weeks since June 30, 2025.

Vice Chairman Howard Jonas led a ~$7.5M direct investment in Zedge (purchase price tied to Class B stock closing; 90% warrant coverage at 110% exercise price; 5-year term; expected to close within 10 days). Morris Berger appointed CEO effective October 1, 2026, replacing current CEO Jonathan Reich, who transitions to President/COO. Investment aims to accelerate DataSeeds.AI growth—Zedge's B2B AI data business—through talent recruitment, technology expansion, and selective acquisitions.

GameStop amended its convertible notes exchange with existing noteholders, fixing settlement at approximately 55.5 million shares of Class A common stock (73% of consideration) and $358.4 million cash (27%), down from an all-stock structure. The $1.4 billion principal amount exchange closes ~September 3, 2026, leaving ~$2.8 billion in convertible notes outstanding. Q2 2026 preliminary results show net sales of $780–800M (vs. $972M prior year), operating income $150–170M (vs. $66.4M), and net income $290–310M (vs. $168.6M); the company holds 43.4M eBay shares worth ~$4.947B, with ~$238M of net eBay-related gains offsetting ~$75M digital asset losses.

Ranger Energy Services agreed to acquire STEP Energy Services' U.S. coiled tubing assets for ~$27.5M ($22.5M cash + $5M equity), closing ~September 11, 2026. The deal includes 13 coiled tubing spreads, ~220 employees, and assets across Permian/Bakken. Pro forma, Ranger adds $80–90M revenue and $10M+ EBITDA in 2027 with $2.5M+ first-year synergies; expected accretive to 2027 earnings.

Roberto Cuca, COO/CFO, stepped down effective August 31, 2026. TELA Bio announced a cost reduction initiative targeting $17.0 million in annual operating expense reductions (18% of operating costs) through ~20% headcount reduction and external resource streamlining. One-time restructuring charge of ~$1.5 million expected in Q3 2026; company expects cost cuts to extend cash runway into 2028.

On August 17, 2026, Zhibao issued 395,678,152 PIPE units (each: one Class A share + one warrant) to unnamed selling shareholders for $154.7M paid in 2,380 Bitcoin (at $65k reference price). The company also registered 395,678,152 warrant shares for resale. Combined with existing shares, resale represents 180.28% of outstanding shares as of August 26, 2026 ($0.18/share). Company received no proceeds from resales but could receive ~$138.5M if all warrants exercised at $0.35/share. A second tranche of 46.3M units may follow upon condition satisfaction.

Cadrenal announced positive feedback from July 28, 2026 Type D FDA meeting on CAD-1005, a first-in-class 12-LOX inhibitor for heparin-induced thrombocytopenia. FDA agreed on optimized primary endpoint (proportion of SRA-positive patients with new/worsening thromboembolic events through Day 14 or discharge) and placebo-controlled trial design. The indication targets ~50,000 annual acute HIT cases in US with estimated $2B peak annual revenue opportunity.

SLB signed an agreement to acquire Kelvion, a thermal management and heat exchange technology provider, from Apollo-managed funds (majority owner) and Triton-advised funds (minority) for approximately $3.4 billion in cash plus assumption of ~$0.7 billion debt (total ~$4.1 billion enterprise value, ~11x 2026 EBITDA pre-synergies). Kelvion generated ~$2.3–$2.4 billion revenue and ~$350–$400 million adjusted EBITDA in 2026, with data centers representing $1.2–$1.3 billion. SLB expects ~$120 million annual EBITDA synergies within three years and targets combined data center revenue of $4.5–$5 billion and $700–$800 million adjusted EBITDA by 2028. Close expected H1 2027; accretion to EPS and free cash flow expected within 12 months; net debt-to-EBITDA to remain ≤1.5x.

Director RAKOLTA JOHN JR (ADC) bought 20K shares (~$1.5M) on the open market (3.1% of holdings). Open-market insider purchase — historically a bullish signal.

On March 2, 2026, Malibu Boats acquired Saxdor (premium adventure dayboat brand) for net consideration of ~$118.3M cash and ~$41.7M in Class A shares plus contingent consideration (~$32.6M). FY2026 net sales rose 13.3% to $914.6M (+$107M), but GAAP net income collapsed 88.8% to $1.7M (from $15.2M) due to acquisition integration costs ($14.8M), amortization step-up ($3.1M), and margin compression from inflationary material/labor costs. The Board authorized a $70M share repurchase program for FY2027 (paused during refinancing; credit facility extended to July 2031).