Most material SEC filings — September 10, 2026

Swarmer Inc (NASDAQ: SWMR) agreed to acquire LIMITED LIABILITY COMPANY JK LAND VEHICLES, a Ukrainian unmanned ground vehicle manufacturer, from four indirect sellers (Ostapchuk, Paliienko, Murashko, Gorovyi) via direct sellers. Closing consideration: $7.2M cash + 1,064,942 shares. Up to $7.2M cash + 4,422,125 shares contingent earnout over 2026-2028 based on revenue and operating income targets. Company valued at approximately $14.4M in base consideration alone, representing ~42% of Swarmer's $33.9M asset base.

Chemours Company, DuPont, and Corteva reached a settlement agreement with North Carolina and 11 local entities resolving PFAS-related claims from Fayetteville Works and other sites. Total settlement: $455 million over 15 years ($102.5M Year 1, declining annually). Chemours pays 50% (~$227.5M total, ~$180M NPV), covered by existing accruals. Additionally, DuPont and Corteva must establish a $135M reserve fund for Chemours' remaining Consent Order obligations. Settlement resolves multiple litigations and covers PFAS contamination claims but excludes Cape Fear Public Utility Authority and certain other claims.

Eclipse Acquisitions Merger Sub (affiliate of Luther King Capital Management) is acquiring Distribution Solutions Group in an all-cash take-private transaction announced September 1, 2026. LKCM, a long-term investor since 2013, cites operational inflexibility of public company status as rationale. The deal permits DSG to pursue M&A aggressively (14 acquisitions completed since 2022; 6 additional targets under discussion) and implement strategic initiatives while operating as a private company under LKCM's operational partnership model.

Vince Holding completed acquisition of October's Very Own (OVO) operating business on August 27, 2026 for nominal cash plus $6 million for 5% equity stake in OVO's IP entity (held by Authentic Brands Group). Q2 FY2026 net sales grew 11.7% to $81.8M vs. $73.2M prior year; Vince wholesale up 10.4%, DTC up 13.7%. Company incurred $2.9M in OVO transaction costs in Q2. Raised full-year Vince guidance: expecting 8-10% sales growth and 9.0-9.5% adjusted EBITDA margin. OVO generated ~$50M sales in calendar 2025; company targets >$100M by fiscal 2030.

Chief Growth Officer Glavine Paul (CYBN) bought 100K shares (~$1.2M) on the open market (2.3% of holdings). Open-market insider purchase — historically a bullish signal.

Executive Chair So Eric H. L. (CYBN) bought 100K shares (~$1.2M) on the open market (2.2% of holdings). Open-market insider purchase — historically a bullish signal.

EyePoint's LUGANO Phase 3 trial of DURAVYU (vorolanib) in wet AMD enrolled 427 patients (211 DURAVYU vs. 216 aflibercept control). The primary endpoint of non-inferiority in best-corrected visual acuity (BCVA) change from baseline to Week 52/56 was NOT achieved in the full dataset. However, DURAVYU achieved non-inferiority when an asymmetric cohort of 9 patients with ≥15-letter vision loss from non-wet AMD causes (geographic atrophy, glaucoma, retinal detachment) was excluded (nominal p=0.0096). Key secondary wins: 54% supplement-free rates (54% vs. aflibercept control), 42% fewer injections, and superior anatomic control (CST: −76 microns DURAVYU vs. −73 aflibercept). Safety profile was favorable; no insert migration or severe inflammation. Company plans pre-NDA meeting in Q4 2026 and NDA filing in H1 2027 if the parallel LUCIA trial (475 patients) reads out positively in Q4 2026.

Axogen priced 4,910,000 common shares at $42.50/share (gross proceeds ~$208.7M) with a 30-day overallotment option for 736,500 additional shares at the same price. Net proceeds will fund the $200M cash acquisition of BioCircuit Technologies (NerveTape sutureless nerve repair device), with closing expected Q4 2026. The deal is expected accretive to revenue growth and adjusted EBITDA margins in year one while maintaining positive free cash flow.

Designer Brands reported Q2 2026 net sales of $730.6M (down 1.2% YoY) but drove gross margin to 50.0% vs. 43.6% YoY; adjusted gross margin 47.9% vs. 43.6%. Brand Portfolio segment grew 17.9% YoY to $86.3M. The company reduced debt by $93.0M to $423.1M and raised full-year adjusted diluted EPS guidance from $0.28–$0.38 to $0.47–$0.52 (a midpoint increase of ~54%). A $0.05/share dividend was declared for October 7, 2026 payment.

Middleby completed separation from Food Processing (Feb 2025) and residential JV with 26North (Feb 2026), now operating as pure-play commercial foodservice equipment company with FY2025 net sales of $2.35B and adjusted EBITDA of $627M (27% margin). Company announced exit of brewing business (SS Brewtech, Deutsche Beverage, Wild Goose) generating ~$24M sales but -$9M EBITDA in 2025, with 60bps margin benefit. FY2026 guidance raised to $2.48-2.53B sales (+7%), $572-588M EBITDA, and $6.73-6.89 adjusted EPS (+12%), targeting 3-6% organic sales CAGR and 200-400bps adjusted EBITDA margin expansion by 2028, with 10-15% adjusted EPS CAGR target from 2025-2028.