Most material SEC filings — October 7, 2026

Safe Pro Group announced preliminary, unaudited Q3 2026 revenue expectations of more than $2.5 million (vs. $101,422 in Q3 2025), a 2,300% year-over-year increase driven by multiple U.S. government subcontract awards. Key contracts include a $1.3 million AI threat-detection subcontract from a defense prime contractor and a $780,000 U.S. Army award. Nine-month 2026 revenue expected to exceed $5.0 million vs. $378,977 in the same 2025 period (1,200% growth). The company has accumulated over $5 million in aggregate awarded contract value year-to-date.

On June 3, 2026, Worthington Steel completed acquisition of ~62% of Kloeckner Co SE for €11.00/share; delisting tender settled August 12, 2026, increasing stake to 62.11%. Q1 FY2027 (ended Aug 31, 2026): net sales $2,726.6M (+212% YoY), adjusted EBITDA $111.0M, adjusted diluted EPS $0.57 (vs. $0.77 prior year). On September 8, 2026, parties signed DPLTA effective ~January 1, 2027, granting full operational control. Company identified ~$150M annual EBITDA synergies and ~$150M working capital reductions. Net debt $1,948.2M; targeting <2.5x leverage within 24 months of DPLTA effectiveness. Quarterly dividend $0.16/share maintained.

Beam Global (NASDAQ: BEEM) signed a definitive agreement on October 6, 2026 to acquire 100% of ScoutDI AS, a Norwegian drone and industrial inspection solutions provider. Base purchase price is the lesser of $24M or Beam's pre-transaction market cap, payable as 10% stock (subject to Nasdaq 4.6M share cap) and 90% cash with 15% escrow. Additional earn-out of $2.4M possible in 2026 (if revenue exceeds $3.5M) and performance-based payments in 2027. Multiple sellers including Equinor Ventures, Klaveness Finans, DNV, and numerous individuals/entities hold shares. Closing expected within weeks pending regulatory approvals and financing confirmation.

In Q3 2026, AVAX One Technology Ltd. eliminated approximately $14.9M in total debt through three mechanisms: $7.1M of convertible debentures converted to common shares, $7.4M of debt repaid in cash, and $0.4M redeemed into equity. Convertible debt balance fell to ~$970K as of September 30, 2026. Common shares outstanding increased to 9.99M from 7.36M since June 30, 2026, reflecting both conversions and 333,500 shares repurchased during the quarter.

SRX Global Inc. agreed to acquire all shares of CERo Therapeutics Holdings, Inc. (a clinical-stage biopharmaceutical company developing CER-1236) for: (1) shares of SRX Common Stock valued at $1,000,000 divided by the SRX Share Valuation (lower of closing price on day before signing or 20-day VWAP); (2) forgiveness of the $8,249,643.77 Secured Note consolidating $2,812,000 of CERo debt and $2,794,000 of existing SRX debt; and (3) assumption of unspecified Assumed Obligations. The deal includes a 30-day go-shop period and 45-day Superior Proposal negotiation period. Closing is subject to standard conditions and no material adverse change.

Third Coast Bancshares (TCBX, $411.9M market cap) will acquire Great Plains Bancshares, Inc. in an all-stock transaction valued at approximately $239.6 million based on TCBX's October 6, 2026 closing stock price. Third Coast will issue 5,570,352 shares, representing 22% pro forma ownership for Great Plains shareholders and 78% for Third Coast shareholders. The combined entity will have ~$9.0B in assets, ~$7.8B in deposits, and ~$7.3B in gross loans; transaction expected to close Q1 2027, subject to regulatory and shareholder approvals. Deal includes estimated $17.1M in cost savings (20% of Great Plains' 2027E non-interest expense), $21M in one-time after-tax restructuring charges, and 1.56x price-to-tangible book value with 9.3x price-to-LTM EPS.

Director Troim Tor Olav (BORR) bought 1.5M shares (~$6.4M) on the open market (4.3% of holdings). Open-market insider purchase — historically a bullish signal.

BKV's subsidiary executed an equipment supply contract with a Tier 1 supplier for ~1,200 MW of natural gas-fired power generation equipment for a Texas project, with deliveries beginning September 2028. A leading investment-grade hyperscaler (also the intended off-taker) provided a backstop agreement covering ~90% of BKV's payments through March 31, 2027; if no final offtake agreement is reached by that date, BKV can terminate with no further obligations. No specific dollar amounts are disclosed in the filing.