Most material SEC filings — September 22, 2026

Host Digital Inc. executed an underwriting agreement dated September 17, 2026, with Cantor Fitzgerald as lead underwriter to sell 2,187,500 firm shares at $8.00 per share (gross proceeds ~$17.5M), plus a 30-day option for underwriters to purchase up to 328,125 additional shares at the same price. Net proceeds to the company are approximately $16.3M after the $0.56/share underwriter discount. First closing scheduled for September 21–30, 2026. The company granted a 45-day lock-up on its own share issuances.

Beam Global (market cap ~$23.3M) announced a non-binding Letter of Intent to acquire an unnamed vertically integrated European drone technology company. The target produces drones with U.S. Department of War Conditional Approval and AI-enhanced software. Beam plans to manufacture the drones domestically post-acquisition and sell across its customer base (U.S. Army, Marine Corps, Navy, British MOD, Fortune Global 500 companies). The transaction remains subject to due diligence, financing, and definitive agreement execution with no assurance of completion.

Jersey Mike's Subs Inc. filed Form 8-K on September 22, 2026, reporting a change in control of the registrant (Item 5.01). The filing also included other events disclosure (Item 8.01). No specific details regarding the counterparty, transaction value, share counts, or dates of the control change are provided in the available filing header metadata.

Tonix announced a second major managed Medicare payer agreement effective immediately, adding approximately 21 million Medicare lives (38% of ~55M total U.S. Medicare lives). This expands total Medicare coverage to 32 million lives (58%) and brings combined commercial and government payer coverage to approximately 166 million lives (53% of ~314M U.S. population). The company also activated approximately 50 new sales representatives, bringing total sales force to 150.

Viking announced positive topline results from its VK2735 maintenance study (VK2735-102) in ~180 obese adults. After 21 weeks of weekly dosing achieving 16-19% weight loss, patients transitioned to maintenance regimens: every-other-week dosing maintained up to 97% of weight loss (vs. 61% placebo, p<0.0001), and monthly dosing maintained up to 90% (vs. 61% placebo, p=0.0002). GI adverse event rates matched placebo during maintenance phase. An exploratory weekly-dosing control arm achieved 21.7% weight loss at week 33 with continued progression and no plateau.

Celldex announced positive topline results from Phase 3 EMBARQ-CSU1 and EMBARQ-CSU2 trials of barzolvolimab in chronic spontaneous urticaria. Both studies (1,939 patients randomized: 963 in CSU1, 976 in CSU2) met the primary endpoint of mean UAS7 change at Week 12 with both 150 mg Q4W and 300 mg Q8W doses showing highly significant improvements versus placebo (p<0.00001). Complete response rates (UAS7=0) reached 42-46% at Week 12 and 45-54% at Week 24 versus 9-18% placebo. In omalizumab-refractory patients, complete response rates were 41-55% at Week 12. The company plans BLA submission in 2027.

Knightscope reported approximately $27 million in estimated renewals, bookings, and client awards from May 20 through September 18, 2026, comprising 109 contracts across seven vertical markets: $19.6M (72%) from renewals with existing clients and $7.4M (28%) from new business. The largest renewal was a $17M three-year master services agreement with a multinational industrial client (no minimum purchase obligation); the largest new engagement was a $5.8M written award from a national retailer. Industrial/Energy/Security Services accounted for $18.7M (69%), Retail/Consumer $6.5M (24%), and other verticals the remainder.

Filana Therapeutics announced on September 22, 2026, that the FDA lifted its clinical hold on simufilam's IND application, permitting initiation of a Phase 2a proof-of-concept study in 40 patients aged 12–55 with TSC-related epilepsy. The 16-week randomized, double-blind trial will be conducted at 13 U.S. sites with a 48-week optional extension; patient screening begins Q1 2027. Filana holds an exclusive worldwide license from Yale University for simufilam in TSC-related epilepsy, supported by preclinical mouse models showing seizure reduction.

RTB Digital forecasts $102.1M revenue and $13.2M Adjusted EBITDA for full-year 2027, with Adjusted EBITDA-positive operations achieved in Q1 2027 ($0.9M). The forecast assumes successful closure of a Paradium.AI (PAAI) partnership requiring additional financing and includes 104 enterprise media customers and 99.8M monthly unique users by end-2027. The company began customer onboarding in Q3 2026 after platform launch in June 2026.

Cognex Corporation announced a definitive agreement to acquire RealSense, a 3D depth-sensing and robotic perception platform company, for approximately $500 million in cash. RealSense generated $80–90M revenue in 2026 (50%+ YoY growth) and operates in a $600M market expected to grow 25% annually to $1.6B by 2030. The deal includes $56.5M employee retention program and $50M in restricted stock units; closing expected Q4 2026.

Greenbrier received 3,400 railcar orders valued at approximately $600 million in fiscal Q4 2026 (ended August 31). The order includes 780 units for Saudi Arabian government-owned SAR comprising tank cars (phosphoric acid, molten sulfur) and intermodal units—the first intermodal sale to SAR, expanding a relationship that began in 2015. The order represents roughly 35% of company market capitalization and signals strong international demand.

Solaris Energy Infrastructure announced a $1.0 billion offering of Senior Notes due 2032 on September 22, 2026, to fund general corporate purposes and growth capital expenditures. The company plans to increase revolving credit facility commitments by $200M (from $650M to $850M) and increase letter of credit sublimit from $150M to $325M. Proceeds support capacity expansion from ~950 MW (Q2 2026) to 3,300+ MW by end of 2029, with three major customer contracts totaling ~2,200 MW: Stateline (~900 MW, 7-year tenor), Hatchbo (~660 MW, 10+8-year option), and Customer C (~640 MW, 10+5-year option).