Most material SEC filings — October 1, 2026

VerifyMe, Inc. (NASDAQ: VRME, market cap ~$8M) completed a business combination with OpenWorld, Inc. effective October 1, 2026. The combined company will trade under ticker OPNW on NASDAQ and plans a secondary listing on Figure OPEN (blockchain platform) by November 2026. Matthew Shaw (OpenWorld co-founder) becomes CEO and Chairman; no specific share counts, valuations, or cash figures are disclosed in this press release.

On September 29, 2026, NSTS Bancorp completed an acquisition resulting in a change of control of the registrant. The filing indicates completion of an asset/business acquisition (Item 2.01), a notice of delisting or failure to satisfy listing standards (Item 3.01), material modifications to security holder rights (Item 3.03), and changes in control with associated director/officer departures and compensatory arrangements (Items 5.01, 5.02). However, the specific acquiring entity, dollar amount, share exchange ratio, and detailed terms are not disclosed in the header information provided.

Fervo Energy's Cape Station GeoBlock 1 in Utah achieved commercial operation on September 30, 2026, one day ahead of its contractual COD, generating 33 MW of net power and revenue under a power purchase agreement. The facility was built and commissioned in 23 months. With over 1 GW of binding PPAs signed across its portfolio, the remaining two Phase I GeoBlocks (totaling ~100 MW) are expected to reach COD by January 1, 2027, and Phase II (400 MW) targets 2028 COD.

Inseego Corp. completed its acquisition of Nokia Solutions and Networks Oy's Fixed Wireless Access business on October 1, 2026. Nokia received ~1.9M Inseego common shares (~11% ownership), warrants for ~0.8M shares at $4.26/share (totaling ~781,708 shares), and will pay Inseego $10M by October 15, 2026 for engineering support. The deal includes ~250 transferred employees across engineering, product, supply chain, and support functions, with Inseego establishing headquarters in Amsterdam and development centers in Athens and Bangalore. The transaction is expected to approximately double Inseego's revenue.

On September 30, 2026, Ault Company, Inc. purchased 10,000,000 Class A common shares and 389,404 Class B common shares of Hyperscale Data, Inc. from SJC Lending, LLC at $0.50/share, financed by a $5,194,702 unsecured promissory note due September 30, 2028 at 9% annual interest. Additional open-market purchases by Ault Company (311,874 Class A shares at $0.1639–$0.50), CEO Milton C. Ault III (1,600 shares at $0.1662), and William B. Horne (200,000 shares at $0.163–$0.168) occurred on the same dates. The note is unsecured, with a 30-day payment default cure period, and automatic acceleration on bankruptcy.

National Fuel Gas Company completed acquisition of Vectren Energy Delivery of Ohio (CenterPoint Ohio) on October 1, 2026, for $2.62 billion total consideration: $1.42 billion cash at closing plus $1.2 billion seller promissory note at 6.50% due September 30, 2027. Acquisition doubles utility rate base, adds ~335,000 customers in Ohio, and ~200 employees. Financing included $350M private placement (4.4M shares at $79.50), $1.5B senior notes (5.10% weighted average), and $244M commercial paper.

Foghorn and Eli Lilly terminated the FHD-909 (SMARCA2 degrader) program on October 1, 2026, following Phase 1 data showing inadequate efficacy despite favorable safety. The Selective SMARCA2 degrader program is also discontinued. Foghorn will implement a 40% workforce reduction and reprioritize resources toward wholly owned programs (EP300 degrader, oral immunology/inflammation program, CBP degrader, induced proximity platform) to extend cash runway into H2 2029.

Aptera reduced estimated capital to reach production start from $40–45M to $25M (38–44% reduction), and full-plan cost from $180–205M to $115M (36–44% reduction), driven by partnership with Launch Design (Shanghai Launch Automotive Technology Co., Ltd.) for design-for-manufacturing and international supplier access. Company plans first 40 production vehicles by end-2026 and customer deliveries early-2027; claims $65M will fund 500 vehicles/month (self-sustaining rate). All estimates contingent on financing, supplier performance, and regulatory approval.

Orchestra BioMed announced on October 1, 2026 that the BACKBEAT Global Pivotal Trial for AVIM Therapy (Atrioventricular Interval Modulation) surpassed its full enrollment target of 316 randomized patients, reaching 330 patients randomized across 81 sites in 13 countries as of September 30, 2026. The trial is evaluating AVIM Therapy in pacemaker-indicated patients with uncontrolled hypertension; primary endpoint data will be submitted for late-breaking presentation at a major cardiovascular conference in Q2 2027, with regulatory submissions to follow if results are positive. The strategic collaborator is Medtronic plc, which will handle commercialization subject to regulatory approval.

Magnolia Oil & Gas completed its WildFire Energy acquisition and divested non-core assets for $47.5M plus 616 acres. Net debt stands at $1.9B (below 1.0x net debt/2027E EBITDA), achieved more than a year ahead of plan. The combined company expects 4–5% organic annual growth in oil and total production with <55% D/C capital reinvestment rate; expects to realize at least one-third of estimated $100M annual run-rate synergies by year-end 2026.

Executive Chairman AULT MILTON C III (GPUS) bought 10.7M shares (~$5.2M) on the open market (41% of holdings). Open-market insider purchase — historically a bullish signal.

Sadot Group Inc. and VisionWave Holdings Inc. formed CMJV LLC (50-50 ownership) on September 30, 2026 to jointly acquire and finance C.M. Composite Materials Ltd. (Israeli company). VisionWave contributed $7.814M in prior loans/advances; Sadot committed $7.814M capital contribution over 12 months to match. Sadot issued 250,000 shares to VisionWave as entry premium. Joint venture structure gives equal governance until funding milestone (Parity Date), then economic interests adjust pro-rata based on actual capital deployed.

IQHQ-Alewife Holdings LLC increased its mezzanine loan from $133M to $400M maximum ($267M Loan Increase) via Sixth Amendment dated September 28, 2026. New lender IIP Life Science Investments II LLC provides $245M Note B; existing lender NREF OP IV SUBHOLDCO provides $22M Note C. Proceeds repay $85M bridge loan and fund tenant improvement work at Alewife Park, Cambridge, MA. IIP gains right of first offer on property once $155M funded; maturity extended to February 9, 2028; 6.75% minimum debt yield required for second extension.

Monte Rosa announced positive Phase 1 GFORCE-1 results for MRT-8102, a NEK7-directed molecular glue degrader, in 108 obese subjects with elevated CVD risk. The drug achieved 80-90% NEK7 degradation across all three dose levels (5, 20, 40 mg daily) and normalized multiple ASCVD pathogenic drivers—calprotectin (-56%), S100A12 (-46%), SAA (-51%), HMGB1 (-40% in elevated subjects), IL-1β (-37% in elevated subjects), hsCRP (-85%), fibrinogen (-28%), and IL-6 (-54%)—to healthy volunteer levels. Safety was favorable: no serious adverse events, treatment-emergent adverse event rates similar to placebo (33% vs. 30%), and no increased infection risk. The company plans three Phase 2 studies: GFORCE-2 in coronary artery disease (H1 2027), GEMINI-1 in gout (Q4 2026/Q1 2027), and GALAXY-1 in hidradenitis suppurativa (H1 2027).

On September 25, 2026, Joe Davy, the Company's Chief Executive Officer, subscribed to purchase 115,965 shares of Class B Common Stock at $0.70 per share for an aggregate purchase price of $81,176. The shares are subject to a 6-month lock-up period from closing and carry standard legend restrictions for unregistered securities. Class B shares do not convert to the Company's listed Class A stock except in limited circumstances.

AVAX One Technology Ltd. repurchased 333,500 common shares in September 2026 at an average price of $5.36 per share (including fees), totaling approximately $1.79 million. This brings total repurchases since November 2025 to 836,743 shares under the company's $40 million authorization, leaving ~$33.9 million available. Management cites a perceived disconnect between share price and intrinsic value as rationale for continued buybacks.

Keurig Dr Pepper announced on October 1, 2026, that Russ Torres (former President and COO of Kimberly-Clark) will join as CEO of the Coffee Operating Unit on November 3, 2026, and lead Global Coffee Co. post-separation (targeted early 2027). The future standalone coffee company will generate ~$16B annual revenue and employ 25,000+ people across 100+ markets, with brands including Keurig, Peet's, L'OR, Jacobs, and Green Mountain Coffee Roasters.

Evommune presented Phase 2a proof-of-concept data for EVO301 (IL-18 inhibitor) in 70 adults with moderate-to-severe atopic dermatitis at EADV Congress (October 1, 2026). Primary endpoint met: 55% EASI reduction at Week 12 vs. 22% placebo (p<0.01), with 63% achieving EASI-50 vs. 23% placebo; favorable safety profile with no serious adverse events, no conjunctivitis, and treatment-related AEs at 10.4% vs. 13.6% placebo. Company plans to initiate a global Phase 2b dose-ranging subcutaneous trial in mid-2027.

SpyGlass Pharma acquired 100% of Advanced Vision Science, Inc. (AVS), a subsidiary of Santen Pharmaceutical, for approximately $13 million in cash on October 1, 2026. AVS is the existing manufacturer of SpyGlass's Phase 3 lead product (BIM-IOL System) and will continue supplying IOLs to Santen (Japan), Bausch + Lomb, and other global IOL companies. The acquisition secures scalable commercial manufacturing capacity and accelerates development of premium lens options (toric, extended depth-of-focus) compatible with SpyGlass's drug delivery platform.