Every 8-K Item 1.01 filing (entry into a material definitive agreement) from the ~1,800 small and mid-cap US companies AIR follows, over the last 90 days, newest first. Item 1.01 covers customer and supply contracts, and also credit facilities, merger agreements and any other agreement the company considers material.
8-K Item 1.01, newest first. Filings: 492
Tue 3 Nov
8-K · Items 1.01, 2.03 — Material agreement
Weis Markets amended its revolving credit facility with Wells Fargo, maintaining $30M base commitment with $70M discretionary availability through October 2030. Terms remain consistent with prior agreement; interest rate set at SOFR + 1%.
No notable change in AIR's read.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 3.02 — Material agreement
CVR Energy agreed to acquire two refineries (St. Paul Park and Mandan) plus logistics assets from Marathon Petroleum for $4.2B base price, with $800M equity investment from Trafigura and up to $500M from Icahn Enterprises.
Market attention has faded.
The price trend weakened.
8-K · Items 1.01, 2.03 — Material agreement
Radian amended its letter of credit facility, increasing commitments from $620M to $880M and adding Radian Group as guarantor. The facility supports Lloyd's of London underwriting operations through 2030.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
More of the market is starting to notice.
Progress is running ahead of attention.
The price trend strengthened.
Mon 2 Nov
8-K · Items 1.01, 2.03 — Material agreement
Oxford Industries extended its $325M credit facility maturity from March 2028 to October 2031, streamlined interest rate terms, and gained flexibility for acquisitions and investments. No material adverse changes to borrowing costs.
Progress is running ahead of attention.
8-K · Items 1.01, 2.03 — Material agreement
UGI amended its credit agreement, increasing revolving commitments from $475M to $700M, extending maturity to March 31, 2030, and adding a new $300M senior secured revolving facility for 2028 Notes conversion financing.
The filings read more positively.
Progress is running ahead of attention.
The price trend strengthened.
8-K · Items 1.01, 2.03 — Material agreement
DEC amended its revolving credit facility, increasing borrowing base from $900M to $1B, raising maximum credit from $1.5B to $2.5B, reducing interest margins by 25 bps, and replacing administrative agent. Redeemed $62M in asset-backed notes.
No notable change in AIR's read.
CPS · Cooper-Standard Holdings Inc.
8-K · Items 1.01, 3.03, 8.01 — Material agreement
Cooper-Standard adopted a Section 382 Rights Agreement to protect approximately $215 million in tax benefits from potential limitation due to ownership changes. The plan deters acquisitions of 4.9% or more of shares without board approval and requires stockholder ratification at 2027 annual meeting.
No notable change in AIR's read.
GLRE · Greenlight Capital Re, Ltd.
8-K · Items 1.01, 2.02, 5.02 — Material agreement
GLRE reported Q3 2026 net income of $3.2M ($0.10 EPS) vs. prior-year loss, with 90.5% combined ratio. Executed share repurchase agreement with Einhorn family trust. Director Joseph Platt retiring Dec 31, 2026 (non-disagreement basis).
No notable change in AIR's read.
8-K · Items 1.01, 8.01 — Material agreement
XMax entered a 5-year GPU infrastructure agreement with DSH/kt cloud for 512 NVIDIA B300 GPUs (~$122.5M total), supporting AI product commercialization (NeoCloud, AI Token Factory) with projected >$100M revenue over five years.
Market attention has faded.
Progress is running ahead of attention.
The price trend weakened.
8-K · Items 1.01, 1.02 — Material agreement
Major franchisee Out West (61 Outback Steakhouse locations) filed Chapter 11 bankruptcy. BLMN entered stalking horse asset purchase agreement for ~$26.3M plus liabilities and provided $5.5M DIP financing. Outcome uncertain; potential reputational and operational risks acknowledged.
The filings read less positively.
The shares became cheaper on AIR's value read.
The gap closed as the filings read less positively.
EPRT · Essential Properties Realty Trust, Inc.
8-K · Items 1.01, 2.03, 3.02 — Material agreement
No notable change in AIR's read.
Fri 30 Oct
8-K · Items 1.01, 1.02, 2.03 — Material agreement
Albemarle entered into a $1.5B unsecured revolving credit facility maturing October 2031, replacing its 2022 credit agreement. Board adopted amended bylaws lowering shareholder meeting threshold to 20% ownership.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
Walker & Dunlop increased revolving credit commitments from $50M to $150M and letter of credit commitments from $25M to $75M via amendment to existing credit agreement, enhancing liquidity capacity.
The filings read more positively.
Progress is running ahead of attention.
NCLH · Norwegian Cruise Line Holdings Ltd.
8-K · Items 1.01, 2.03 — Material agreement
NCLH secured ~$5 billion in export credit-backed financing for two new NextGen cruise vessels delivering in 2034–2036. Facilities feature competitive SOFR+90bps rates, 100% SACE insurance, and 12-year repayment terms, enabling capital-efficient fleet modernization.
The filings read more positively.
More of the market is starting to notice.
The shares became cheaper on AIR's value read.
Progress is running ahead of attention.
The price trend strengthened.
HGV · Hilton Grand Vacations Inc.
8-K · Item 1.01 — Material agreement
HGV entered into a $200 million accelerated share repurchase (ASR) transaction with Deutsche Bank on October 30, 2026, receiving approximately 4.48 million shares initially, with final settlement expected by December 31, 2026.
The gap narrowed — attention is catching up.
The price trend strengthened.
ENVA · Enova International, Inc.
8-K · Items 1.01, 2.03 — Material agreement
Enova increased its secured asset-backed revolving credit facility from $825M to $900M via Fourth Amendment with Bank of Montreal, expanding liquidity by $75M.
The shares became cheaper on AIR's value read.
Progress is running ahead of attention.
RAPP · Rapport Therapeutics, Inc.
8-K · Items 1.01, 2.02, 2.03, 3.02 — Material agreement
Rapport Therapeutics completed concurrent underwritten offerings raising ~$215.7M in equity and ~$166.8M in convertible notes (total ~$382.5M), with net proceeds to fund RAP-219 clinical trials through end of 2029.
The filings read more positively.
Progress is running ahead of attention.
MAIN · Main Street Capital CORP
8-K · Items 1.01, 2.03 — Material agreement
Main Street Capital issued $500M in 6.55% unsecured notes due 2030, closing October 29, 2026. Net proceeds of ~$493M will be used to repay existing indebtedness and credit facilities.
The gap narrowed as the filings read less positively.
The price trend strengthened.
8-K · Items 1.01, 2.03 — Material agreement
CareTrust REIT amended its credit agreement, increasing revolving commitments to $2.0B and adding a $700M term loan facility. The refinancing extends maturity dates and provides flexibility for acquisitions and general corporate purposes.
The gap narrowed — attention is catching up.
The price trend strengthened.
8-K · Item 1.01 — Material agreement
Green Plains entered into a Tax Credit Purchase Agreement to monetize Section 45Z clean fuel production tax credits generated in 2026. The deal commits buyers to purchase $250–$325 million in credits, with $140 million cash expected in Q4 2026 and remainder in H1 2027.
Progress is running ahead of attention.
The price trend strengthened.
8-K · Item 1.01 — Material agreement
HF Sinclair repurchased 2.35M shares from REH Advisors for ~$257M at $109.37/share under its $1.5B authorization. REH's ownership will fall below the 5% board designation threshold, triggering potential board seat resignation.
Progress is running ahead of attention.
8-K · Items 1.01, 2.03 — Material agreement
Remitly increased its secured revolving credit facility from $550M to $1B and letter of credit sub-facility from $200M to $400M via Amendment No. 2. Proceeds support customer flow prefunding and general corporate purposes.
Progress is running ahead of attention.
The price trend strengthened.
8-K · Item 1.01 — Material agreement
Porch Group entered into an ATM distribution agreement allowing the Reciprocal to sell up to 10M shares and the Company to sell up to 5M shares through StoneX Financial. Proceeds support regulatory compliance, liquidity, and general corporate purposes.
The shares became dearer on AIR's value read.
The gap narrowed — attention is catching up.
The price trend strengthened.
Thu 29 Oct
8-K · Items 1.01, 2.03, 3.02 — Material agreement
Freedom Holding Corp. secured $1.16 billion in bond financing from Kokzhiyek Fund LP to fund seven strategic projects spanning data centers, AI infrastructure, telecommunications, media, and urban technology through 2028.
The filings read more positively.
More of the market is starting to notice.
Progress is running ahead of attention.
The price trend strengthened.
8-K · Items 1.01, 2.03 — Material agreement
Progress is running ahead of attention.
The price trend strengthened.
PFSI · PennyMac Financial Services, Inc.
8-K · Items 1.01, 2.02, 5.02 — Material agreement
PFSI reported Q3 2026 net income of $29M ($0.54 EPS) on $469M revenue, down 26% YoY. Production segment posted $7M pretax loss. Company announced CFO transition, retirement of President Doug Jones, $160M expense reduction plan, and sale of $29B MSR portfolio for $490M proceeds.
The filings read less positively.
Market attention has faded.
AIR measured this for the first time; no change to report.
The price trend strengthened.
FMBH · First Mid Bancshares, Inc.
8-K · Item 1.01 — Material agreement
First Mid Bancshares announced definitive agreement to acquire Evergreen Bancshares for ~$70.7M in stock and cash. Transaction adds $932M in assets, expands geographic footprint, and is projected 5.0% accretive to EPS in 2028 with 33% cost savings.
The shares became dearer on AIR's value read.
Progress is running ahead of attention.
8-K · Items 1.01, 8.01 — Material agreement
Maplebear Inc. (CART) entered into a definitive merger agreement with DoorDash, Inc. on October 28, 2026. Shareholders will receive $65.00 cash per share, 0.3372 DoorDash shares, or a mixed consideration. Board unanimously approved the transaction.
Progress is running ahead of attention.
The price trend weakened.
8-K · Items 1.01, 2.03 — Material agreement
Donaldson entered into a Note Purchase Agreement with institutional investors for up to $1.5B in senior unsecured notes. Initial issuance of $250M across three tranches with rates 5.93%–6.23% and maturities 2032–2037, expected close January 12, 2027.
No notable change in AIR's read.
8-K · Items 1.01, 5.02 — Material agreement
ADT Inc. entered into a merger agreement with Abode Parent, LLC on October 29, 2026, whereby shareholders will receive $10.00 per share in cash. The transaction is subject to stockholder approval and regulatory clearance, with a go-shop period ending November 29, 2026.
More of the market is starting to notice.
The shares became dearer on AIR's value read.
The price trend strengthened.
DIN · Dine Brands Global, Inc.
8-K · Items 1.01, 3.03 — Material agreement
Dine Brands adopted a stockholder rights agreement effective October 28, 2026, granting one right per share exercisable at $210. Rights trigger upon acquisition of 10–20% ownership (depending on investor type), expire October 27, 2027, and include flip-in and flip-over provisions to protect against hostile takeovers.
More of the market is starting to notice.
The price trend strengthened.
8-K · Items 1.01, 2.03 — Material agreement
CubeSmart entered into a $300M unsecured term loan maturing January 2031, priced at SOFR + 0.80%. Proceeds repaid revolving credit facility. Facility expandable to $1B subject to lender consent. Contains standard covenants and financial ratios.
More of the market is starting to notice.
Progress is running ahead of attention.
The price trend strengthened.
MLYS · Mineralys Therapeutics, Inc.
8-K · Items 1.01, 1.02 — Material agreement
Mineralys acquired full ownership of lorundrostat intellectual property from Tanabe Pharma through termination and assignment agreements. Company retains $255M+ in milestone obligations but gains perpetual, royalty-free control of the asset with no early termination penalties.
The filings read more positively.
More of the market is starting to notice.
Progress is running ahead of attention.
The price trend weakened.
Wed 28 Oct
FELE · Franklin Electric Co Inc
8-K · Item 1.01 — Material agreement
Franklin Electric agreed to acquire Challenge Pumps, an Australian underground mine dewatering specialist, for ~$181M USD plus up to $14M earnout. Adds $52M revenue with 35% EBITDA margins, 55% recurring aftermarket revenue, and expected 2027 EPS accretion.
Market attention has faded.
The shares became cheaper on AIR's value read.
Progress is running ahead of attention.
The price trend weakened.
MGM · MGM Resorts International
8-K · Item 1.01 — Material agreement
MGM amended its voting agreement with People Incorporated and Barry Diller following People's withdrawal of its acquisition proposal. The amendment caps Covered Entities' ownership at 29.9%, requires board-aligned voting on change-of-control transactions, and restricts MGM's defensive measures.
Attention caught up with the documented progress.
8-K · Items 1.01, 2.03 — Material agreement
Olin amended its credit agreement ahead of planned merger with Huntsman. New $750M term loan and $1.75B revolving facility replace existing debt, contingent on merger closing. Standard refinancing for combined entity.
The shares became dearer on AIR's value read.
The gap narrowed as the filings read less positively.
The price trend strengthened.
CHRW · C. H. Robinson Worldwide, Inc.
8-K · Items 1.01, 2.02 — Material agreement
CHRW reported Q3 2026 earnings with 24.6% diluted EPS growth, 14th consecutive quarter of volume outgrowth vs. market, and secured credit amendment enabling RXO acquisition. Strong margin expansion and disciplined revenue management demonstrated.
AIR measured this for the first time; no change to report.
EPAC · Enerpac Tool Group Corp
8-K · Item 1.01 — Material agreement
Enerpac amended its SFE Group merger agreement to use a new Inducement Award Plan for RSU bonuses to key SFE personnel, clarify closing adjustments for cash/debt/expenses, and make technical corrections.
The filings read more positively.
More of the market is starting to notice.
Progress is running ahead of attention.
The price trend strengthened.
NJR · New Jersey Resources Corp
8-K · Items 1.01, 2.03 — Material agreement
NJR amended its credit agreements, increasing revolving commitments by $75M to $650M and extending maturity to October 2031. NJNG extended maturity to same date while maintaining $250M commitments.
The filings read more positively.
Progress is running ahead of attention.
The price trend strengthened.
8-K · Items 1.01, 2.03 — Material agreement
Alliant Energy subsidiaries IPL and WPL secured DOE loan guarantees totaling $5.126B for eligible infrastructure projects. Facilities provide multi-advance term loans through Federal Financing Bank with 30-year maturity, supporting grid reliability and energy infrastructure investments.
The filings read more positively.
The shares became dearer on AIR's value read.
Progress is running ahead of attention.
The price trend strengthened.
8-K · Item 1.01 — Material agreement
AXT's subsidiary Tongmei secured $285–545M in private equity financing to expand indium phosphide substrate manufacturing capacity. AXT will invest $400M and retain ~73.4% ownership post-transaction, with path to potential IPO.
Progress is running ahead of attention.
The price trend weakened.
FCBC · First Community Bankshares Inc /Va/
8-K · Items 1.01, 8.01 — Material agreement
First Community Bankshares agreed to acquire Main Street Financial Services Corp. for ~$243M (~$30.14/share) in stock. Main Street brings $1.6B in assets, $1.3B in loans, and 21 banking offices across Ohio and West Virginia. Closing expected Q2 2027.
The filings read more positively.
Progress is running ahead of attention.
The price trend weakened.
Tue 27 Oct
8-K · Items 1.01, 2.03 — Material agreement
Invesco issued $1.5B unsecured 5-year term loan at SOFR+135bps to repurchase $1.5B preferred shares from MassMutual at 12.5% premium. Adds leverage and debt service obligations; MassMutual retains 18.5% common ownership and $1B preferred position.
No notable change in AIR's read.
8-K · Items 1.01, 2.02 — Material agreement
CoStar announced acquisition of Vexcel for $730M in cash to expand aerial imagery and geospatial data capabilities. Q3 2026 revenue hit record $952M (+14% YoY), adjusted EBITDA doubled to $229M, and full-year 2026 guidance raised to $820–840M adjusted EBITDA.
Progress is running ahead of attention.
The price trend weakened.
8-K · Item 1.01 — Material agreement
ARCC entered into a definitive merger agreement to acquire MidCap Financial Investment Corporation (MFIC) for $10.88 per fully diluted share, consisting of $1.21 cash and ARCC stock. Transaction expected to be accretive to core earnings.
Progress is running ahead of attention.
The price trend strengthened.
IIPR · Innovative Industrial Properties Inc
8-K · Items 1.01, 2.03 — Material agreement
IIPR extended its revolving credit facility maturity from October 23, 2026 to January 21, 2027, paying an extension fee. No changes to commitments, interest rate, borrowing base, or covenants. $62.5M outstanding as of filing date.
No notable change in AIR's read.
ACRS · Aclaris Therapeutics, Inc.
8-K · Item 1.01 — Material agreement
Aclaris entered into an underwriting agreement to issue 7.8M common shares and 6.5M pre-funded warrants at $3.50/share, raising approximately $46.7M net proceeds. Closing expected October 28, 2026.
Progress is running ahead of attention.
MFIC · MidCap Financial Investment Corp
8-K · Items 1.01, 2.02 — Material agreement
MFIC entered into a merger agreement with ARCC on October 26, 2026. MFIC shareholders will receive $1.21 cash per share plus ARCC stock (Exchange Ratio based on ARCC NAV and price). Merger expected to close in H1 2027, subject to regulatory approvals and stockholder vote.
The gap narrowed — attention is catching up.
The price trend strengthened.
GWRE · Guidewire Software, Inc.
8-K · Items 1.01, 2.03 — Material agreement
Guidewire agreed to acquire hyperexponential for $1.7B base + up to $400M contingent consideration. The AI-native underwriting platform acquisition is expected to add 650+ bps to FY2027 ARR growth and 150+ bps to organic growth starting FY2028, positioning Guidewire in agentic underwriting.
The filings read more positively.
Market attention has faded.
Progress is running ahead of attention.
The price trend weakened.
SLDE · Slide Insurance Holdings, Inc.
8-K · Items 1.01, 1.02, 2.02, 2.03 — Material agreement
Q3 2026: Net income +24.5% YoY to $138.2M; gross premiums +9.3% to $506.6M. Board declared $1.50 special dividend plus $0.07 quarterly dividend. Company secured new $1.07B credit facility (vs. prior $530.4M), raising FY2026 guidance for gross premiums and net income.
The filings read more positively.
Progress is running ahead of attention.
The price trend weakened.
8-K · Item 1.01 — Material agreement
EnerSys entered into a definitive merger agreement to acquire Ultralife Corporation for $16.00 per share in cash via tender offer followed by merger. Transaction valued at approximately $413M based on stated offer price. Supported by stockholders owning ~40.3% of shares.
Progress is running ahead of attention.
8-K · Item 1.01 — Material agreement
Renasant Corporation announced a planned acquisition of Commercial Holding Company, Inc. via stock-and-cash merger. Commercial shareholders will receive 0.8798 Renasant shares per share plus ~$35.7M special dividend. Deal unanimously approved by both boards; subject to regulatory and shareholder approvals.
Progress is running ahead of attention.
The price trend weakened.
HG · Hamilton Insurance Group, Ltd.
8-K · Items 1.01, 2.03 — Material agreement
Hamilton Insurance amended its Letter of Credit Facility with three lenders, extending the $330M unsecured LC for Lloyd's FAL support through December 31, 2030, at 150 bps per annum. Routine refinancing with no stated adverse terms.
Market attention has faded.
The price trend weakened.
IBP · Installed Building Products, Inc.
8-K · Items 1.01, 2.03 — Material agreement
IBP closed a $250 million incremental Term Loan B add-on, increasing total outstanding principal to ~$740 million. Terms remain unchanged; maturity March 28, 2031. Proceeds for general corporate purposes and fees.
No notable change in AIR's read.
8-K · Items 1.01, 1.02 — Material agreement
Cricut refinanced its credit facility, replacing a $300M revolving credit agreement from 2022 with a new five-year $300M facility maturing October 2031. No outstanding principal existed at termination; no early penalties incurred.
No notable change in AIR's read.
Mon 26 Oct
8-K · Items 1.01, 2.03 — Material agreement
UFP Industries acquired Apache Products' operating assets for ~$27M, adding ~$55M annual sales and 165 employees. Expands pallet manufacturing in Gulf Coast region. Credit facility extended to October 2031.
The filings read more positively.
Progress is running ahead of attention.
8-K · Item 1.01 — Material agreement
Ovintiv agreed to acquire Logan Energy Corp. for C$1.40/share (~$890M including net debt). Adds 266,000 acres, 20 MBOE/d production, 420 well locations, and ~$60M annual synergies. Expected accretive to cash flow per share in 2027.
Progress is running ahead of attention.
HST · Host Hotels & Resorts, Inc.
8-K · Items 1.01, 2.03 — Material agreement
Host Hotels refinanced its $2.5B bank credit facility, replacing maturing tranches with new revolvers and term loans maturing 2031–2032. Terms include SOFR-based pricing, leverage-based adjustments, and sustainability metrics. No new debt incurred.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
Surgery Partners entered into a definitive merger agreement to be acquired by Spyglass Topco (backed by Bon Secours Mercy Health) at $23.50 per share in cash. The transaction is subject to stockholder approval and regulatory clearance, with an expected close by July 23, 2027.
The shares became dearer on AIR's value read.
The gap narrowed — attention is catching up.
The price trend strengthened.
8-K · Items 1.01, 2.03 — Material agreement
AAR amended its revolving credit facility, increasing commitments to $1.375B (+$550M) and extending maturity to October 2031. The facility supports the pending MRO Holdings acquisition and provides enhanced financial flexibility.
The filings read more positively.
Progress is running ahead of attention.
The price trend strengthened.
8-K · Items 1.01, 8.01 — Material agreement
Range Resources agreed to merge with EQT Corporation in an all-stock transaction. Range shareholders will receive 0.987 EQT shares per Range share. Range will represent ~27% of combined company on fully diluted basis. Deal subject to regulatory approval and customary closing conditions.
More of the market is starting to notice.
Progress is running ahead of attention.
The price trend strengthened.
GBX · Greenbrier Companies Inc
8-K · Items 1.01, 5.02 — Material agreement
Greenbrier appointed Emanuel Pearlman to its board as part of a cooperation agreement with Atlas Holdings. Pearlman brings 35+ years of investment management and financial advisory experience. Board size increased from 10 to 11 directors.
The gap narrowed — attention is catching up.
8-K · Items 1.01, 2.03 — Material agreement
Fidus Investment Corporation completed an exchange offer on October 20, 2026, converting $120.0M of restricted 6.625% Notes due 2029 into registered Exchange Notes with identical terms. This satisfies registration rights obligations from the May 2026 private offering.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
EQT Corporation entered into a definitive merger agreement to acquire Range Resources Corporation in an all-stock transaction. Range shareholders will receive 0.987 EQT shares per Range share. Post-closing, EQT shareholders will own ~73% and Range shareholders ~27% on a fully diluted basis.
Progress is running ahead of attention.
8-K · Items 1.01, 3.02 — Material agreement
RadNet entered into definitive agreement to acquire OnRad, a teleradiology and in-hospital staffing provider. Deal valued at $350M cash plus 5M shares upfront, with up to $210M earnout. Expected to add $190–200M revenue and $60–65M Adjusted EBITDA in first year post-close.
The filings read more positively.
Progress is running ahead of attention.
The price trend strengthened.
Fri 23 Oct
WGO · Winnebago Industries Inc
8-K · Item 1.01 — Material agreement
Winnebago Industries entered into a cooperation agreement with Vision One Fund to nominate Jay L. Johnson to the Board as an independent director and commit to phasing out its classified board structure over three years, resolving prior shareholder activism.
The shares became dearer on AIR's value read.
The gap narrowed — attention is catching up.
The price trend strengthened.
INSW · International Seaways, Inc.
8-K · Item 1.01 — Material agreement
Subsidiary joined $500M revolving credit facility as guarantor, pledging one VLCC tanker as collateral to replace a previously sold vessel. Routine administrative action under existing credit agreement.
The filings read more positively.
Progress is running ahead of attention.
NJR · New Jersey Resources Corp
8-K · Items 1.01, 2.03 — Material agreement
NJNG, NJR's subsidiary, issued $50M of 5.43% Senior Notes due 2036 in a private placement. Proceeds will fund capital expenditures and refinance short-term debt. Notes are secured by First Mortgage Bonds.
No notable change in AIR's read.
8-K · Items 1.01, 5.02 — Material agreement
Allegiant exercised six Boeing 737-8 aircraft options (list price >$720M, delivery 2028), increasing firm orders to 56 aircraft. Simultaneously, CEO and three executives signed multi-year employment agreements through end-2029 with competitive compensation packages.
Progress is running ahead of attention.
The price trend weakened.
8-K · Items 1.01, 3.02 — Material agreement
PMI exchanged warrants (exercisable for 8.2M pre-split shares) for 200,000 common shares with placement agent and designee. Warrants cancelled; no cash consideration. Eliminates future dilution from warrant exercise and associated claims.
No notable change in AIR's read.
8-K · Items 1.01, 8.01 — Material agreement
Red Cat Holdings announced a proposed voluntary public cash tender offer to acquire all outstanding shares of Steyr Motors AG at EUR 39.00 per share. The transaction is supported by Steyr Motors' anchor shareholder and both boards. Red Cat intends to maintain Austrian operations and invest in growth.
Progress is running ahead of attention.
8-K · Items 1.01, 2.03 — Material agreement
TeraWulf increased senior secured revolving credit facility from $250M to $400M, added $150M accordion feature, and eliminated letter-of-credit sublimit. Demonstrates lender confidence and enhanced financial flexibility.
Progress is running ahead of attention.
The price trend strengthened.
8-K · Item 1.01 — Material agreement
Zymeworks entered exclusive global license agreement with Roche for ZW209 (trispecific T-cell engager). Zymeworks receives $55M upfront, $40M upon Phase 1b initiation, up to $718M in milestones, and tiered royalties on net sales. Roche gains worldwide development and commercialization rights.
Progress is running ahead of attention.
Thu 22 Oct
8-K · Items 1.01, 2.03 — Material agreement
Trinity Industries' subsidiary TRL-2026 secured a $349.8M term loan to acquire a railcar portfolio and refinance existing debt. The transaction includes an accordion feature for up to $300M additional capacity and matures in 2031.
No notable change in AIR's read.
AESI · Atlas Energy Solutions Inc.
8-K · Items 1.01, 2.03 — Material agreement
Atlas Energy Solutions secured a $424M senior secured bridge facility from Goldman Sachs and Barclays to finance power generation equipment for two data center projects with first power expected late 2027. $171M drawn at closing.
The filings read more positively.
Progress is running ahead of attention.
The price trend weakened.
8-K · Item 1.01 — Material agreement
UGI Energy Services extended its receivables purchase facility termination date by one year to October 15, 2027 via Amendment No. 27 to its RPA with PNC. Routine operational refinancing with no material business impact disclosed.
No notable change in AIR's read.
8-K · Items 1.01, 2.02, 8.01 — Material agreement
Disc Medicine completed an upsized $450M public offering of 6M shares at $75/share, raising ~$422.4M net proceeds. Combined with existing cash (~$682.8M as of Sept 30), the company projects funding through 2030 without product revenue.
Progress is running ahead of attention.
The price trend weakened.
8-K · Items 1.01, 2.02, 2.03 — Material agreement
MaxLinear amended its credit agreement to add $70M in incremental revolving commitments (total facility now $200M) and reduced liquidity covenant threshold from $80M to $60M. Q3 2026 results also announced.
Market attention has faded.
The price trend weakened.
8-K · Items 1.01, 1.02, 2.03 — Material agreement
H.B. Fuller completed issuance of $850M in 7.625% senior unsecured notes due 2034 and terminated its $917M unsecured bridge credit facility. Notes include special mandatory redemption of $450M if pending AMS acquisition is not closed by October 21, 2027.
The shares became cheaper on AIR's value read.
CLMB · Climb Global Solutions, Inc.
8-K · Item 1.01 — Material agreement
Climb Global Solutions acquired NeoVAD, a France-based IT value-added distributor specializing in cybersecurity, cloud services, and virtualization, for approximately €16.0 million. Expands company's geographic and service offerings.
Progress is running ahead of attention.
Wed 21 Oct
8-K · Items 1.01, 1.02, 2.03, 3.02, 8.01 — Material agreement
Westrock Coffee completed a $600M five-year credit facility refinancing, upsized from $425M, with $270M liquidity at closing. Reduced amortization schedule and repurchased $40M convertible notes, extending remaining $32M to 2032.
The filings read more positively.
More of the market is starting to notice.
Progress is running ahead of attention.
The price trend strengthened.
WTTR · Select Water Solutions, Inc.
8-K · Items 1.01, 2.03 — Material agreement
Select Water Solutions issued $900M in 7.625% Senior Notes due 2034. Notes include a special mandatory redemption clause requiring repayment of amounts exceeding $450M if the Pilot Water Solutions acquisition is not completed by March 1, 2027.
The filings read less positively.
Market attention has faded.
The gap narrowed as the filings read less positively.
FMBH · First Mid Bancshares, Inc.
8-K · Item 1.01 — Material agreement
First Mid Bancshares amended its registration rights agreement to add PL Generations LLC as a permitted transferee of shares issued in the 2021 LINCO Bancshares acquisition. The registration statement remains effective through August 7, 2027.
The shares became dearer on AIR's value read.
The price trend strengthened.
8-K · Items 1.01, 2.03 — Material agreement
FMC amended its credit facility to require net proceeds from India commercial business sale be used for debt repayment or working capital. Amendment conditionally releases certain guarantors and assets from security interests to facilitate the transaction.
No notable change in AIR's read.
BRSP · BrightSpire Capital, Inc.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
BrightSpire Capital closed a $960.0M CLO securitization (2026-FL4) on October 16, 2026, issuing eight classes of notes and preferred shares backed by commercial real estate mortgage loans. The transaction provides capital for collateral acquisition and portfolio expansion.
The filings read more positively.
Progress is running ahead of attention.
Tue 20 Oct
8-K · Item 1.01 — Material agreement
Myriad agreed to sell its prenatal health testing business to Labcorp for $210M cash plus inventory value. Management expects the transaction to be accretive to revenue growth and profitability while strengthening the balance sheet to fund strategic priorities in cancer care.
No notable change in AIR's read.
HTZ · Hertz Global Holdings, Inc
8-K · Item 1.01 — Material agreement
Hertz formed a joint venture with Cohen Private Ventures, Certares, and Knighthead, selling 50% voting control of Oro Mobility for $80.89M cash and repurchasing $51.1M debt at 60% discount, reducing leverage while retaining operational involvement.
More of the market is starting to notice.
Progress is running ahead of attention.
The price trend strengthened.
8-K · Items 1.01, 8.01 — Material agreement
Braze entered into a definitive merger agreement with Salesforce for $47.50 per share in cash. The transaction is unanimously approved by Braze's board and subject to customary closing conditions including stockholder approval and regulatory clearance.
More of the market is starting to notice.
The shares became dearer on AIR's value read.
Progress is running ahead of attention.
The price trend strengthened.
8-K · Items 1.01, 2.02 — Material agreement
Maximus entered definitive agreement to acquire Agile Defense for $660M cash plus up to $50M earnout. Acquisition adds cybersecurity, AI, and digital transformation capabilities with ~1,100 cleared personnel. Expected Q1 FY2027 close.
Progress is running ahead of attention.
DCOM · Dime Commercial Bancshares, Inc. /NY/
8-K · Item 1.01 — Material agreement
Dime Commercial Bancshares entered into a definitive merger agreement to acquire ES Bancshares for approximately $58 million (~$8.39/share). The transaction includes a bank merger and is expected to close subject to regulatory approvals and customary conditions.
More of the market is starting to notice.
Progress is running ahead of attention.
The price trend strengthened.
8-K · Items 1.01, 5.02 — Material agreement
Silgan entered into agreements to contribute its Metal Containers and Closures Business to a partnership with AIP-affiliated investor and acquire Trivium Packaging for ~$327.5M equity plus ~$3.1B debt assumption, funded by $1.025B investor cash and ~$5.9B debt financing.
The filings read more positively.
The shares became dearer on AIR's value read.
Progress is running ahead of attention.
The price trend strengthened.
8-K · Items 1.01, 2.03 — Material agreement
The filings read more positively.
Progress is running ahead of attention.
Mon 19 Oct
8-K · Items 1.01, 2.03 — Material agreement
Unitil Energy Systems issued $60M in First Mortgage Bonds (Series T and U) with rates of 5.72% and 5.87% respectively. Proceeds will refinance existing debt and support general corporate purposes. Standard financing transaction with customary terms.
No notable change in AIR's read.
EPAC · Enerpac Tool Group Corp
8-K · Items 1.01, 2.03 — Material agreement
Enerpac refinanced its credit facility, replacing a $625M revolving + $200M term loan (maturing Sept 2027) with a $550M revolving + $300M term loan (maturing Oct 2031). Initial rate SOFR+1.125%. Includes $425M accordion option.
No notable change in AIR's read.
SLN · Silence Therapeutics plc
8-K · Item 1.01 — Material agreement
Silence Therapeutics agreed to be acquired by Merck KGaA for $6.67 per ordinary share ($20.00 per ADS) in an all-cash transaction via scheme of arrangement. Board recommends approval; closing expected by April 30, 2027, subject to regulatory and shareholder approvals.
Attention caught up with the documented progress.
The price trend strengthened.
8-K · Items 1.01, 2.03 — Material agreement
Getty Realty secured $200M unsecured term loan maturing October 2028 with three 12-month extension options. Proceeds repaid revolving credit facility borrowings from Refuel acquisition. Related amendments reduce borrowing costs and improve credit rating flexibility.
Progress is running ahead of attention.
8-K · Items 1.01, 1.02, 2.03, 3.02 — Material agreement
CHEF refinanced $305M term loan with new $675M facility (7-year extension to 2033) and redeemed $628.2M convertible notes via conversion and cash redemption, funded by new debt proceeds.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
Centrus Energy acquired Westerman Holdings for ~$116M ($95M cash, $21M stock), securing a critical centrifuge component supplier and diversifying revenue into non-nuclear manufacturing. Transaction expected accretive to adjusted EPS in year one.
Progress is running ahead of attention.
GTM · ZoomInfo Technologies Inc.
8-K · Item 1.01 — Material agreement
ZoomInfo agreed to settle a securities class action lawsuit for $44 million (partially insurance-covered) related to alleged false statements about business operations and COVID-19 impacts. Settlement requires court approval and does not resolve ongoing derivative and other lawsuits.
No notable change in AIR's read.
8-K · Items 1.01, 1.02, 2.03, 3.03 — Material agreement
Teamshares refinanced its debt by entering a $130M senior secured term loan with Sound Point Agency, replacing a $150M delayed-draw facility. New loan carries 12.5% all-in rate (SOFR floor 3% + 9.5%), matures in 4 years with quarterly amortization. Dividend and share repurchase restrictions imposed.
No notable change in AIR's read.
Fri 16 Oct
8-K · Items 1.01, 2.03 — Material agreement
Smithfield Foods entered into a $600M senior unsecured delayed draw term loan facility maturing three years from funding. Proceeds will be used to redeem outstanding 4.250% Senior Notes due 2027 at par plus accrued interest.
No notable change in AIR's read.
INSW · International Seaways, Inc.
8-K · Items 1.01, 3.02 — Material agreement
International Seaways announced acquisition of Bruton Limited (~$370M valuation) via two-step transaction: direct share exchange for 50.5% stake plus merger for remaining shares. Adds 4 VLCC vessels to fleet. Q3 2026 preliminary results show strong earnings and liquidity.
The filings read more positively.
Progress is running ahead of attention.
The price trend weakened.
MAZE · Maze Therapeutics, Inc.
8-K · Items 1.01, 3.02 — Material agreement
Maze exchanged 2.78M common shares held by Frazier Life Sciences funds for pre-funded warrants exercisable at $0.001/share. Post-exchange outstanding shares: 53.93M. Warrant holders subject to 9.99% beneficial ownership cap.
The gap narrowed — attention is catching up.
The price trend strengthened.
ENVA · Enova International, Inc.
8-K · Items 1.01, 1.02 — Material agreement
Enova terminated its merger agreement with Grasshopper Bancorp, effective October 16, 2026. The company paid Grasshopper $4 million as a termination fee. No other liabilities exist between parties.
The filings read less positively.
The gap narrowed as the filings read less positively.
The price trend weakened.
8-K · Items 1.01, 2.03, 3.02 — Material agreement
Cipher Digital issued $850M of 0.00% convertible notes due 2032 and exchanged ~$165.9M of 2030 notes for ~40.7M shares. Company entered capped call transactions (~$89.7M cost) and changed default settlement method to physical settlement for existing convertible notes.
No notable change in AIR's read.
Thu 15 Oct
ROCK · Gibraltar Industries, Inc.
8-K · Item 1.01 — Material agreement
Gibraltar agreed to sell its Infrastructure business (D.S. Brown) to Saint-Gobain for $208M cash. Proceeds will reduce debt and focus portfolio on building products and structures. Close expected Q4 2026, subject to regulatory approval.
More of the market is starting to notice.
Progress is running ahead of attention.
8-K · Items 1.01, 8.01 — Material agreement
Ocugen entered an exclusive license agreement with Roots Pharmaceutical for OCU400 (modifier gene therapy for retinitis pigmentosa) in the Middle East and North Africa. Deal includes upfront fee, up to $4M in development milestones, up to $255M in sales milestones, and 22% royalties on net sales.
Progress is running ahead of attention.
ESTA · Establishment Labs Holdings Inc.
8-K · Item 1.01 — Material agreement
Establishment Labs extended its Master Supply Agreement with NuSil Technology for medical-grade silicone through December 31, 2031, with automatic renewal options. Amendment includes revised payment terms, business continuity, IP, and pricing provisions.
Progress is running ahead of attention.
The price trend weakened.
NCLH · Norwegian Cruise Line Holdings Ltd.
8-K · Items 1.01, 1.02, 2.03, 8.01 — Material agreement
NCLH issued $950M of 8.750% senior notes due 2031 to refinance $525M of 6.125% notes due 2028, repay $376.3M revolving credit, and prepay $42.2M export-credit facilities. Higher coupon increases debt service costs.
The filings read less positively.
The gap closed as the filings read less positively.
PAG · Penske Automotive Group, Inc.
8-K · Items 1.01, 2.03, 5.02, 8.01 — Material agreement
Penske Automotive Group agreed to be acquired by Motown Acquisition Corp. (owned by Penske Corporation and Mitsui & Co.) for $212/share in cash. Company will be delisted from NYSE and cease to be publicly traded upon closing.
The filings read less positively.
More of the market is starting to notice.
The shares became dearer on AIR's value read.
The gap closed as the filings read less positively.
The price trend strengthened.
CCC · CCC Intelligent Solutions Holdings Inc.
8-K · Item 1.01 — Material agreement
CCC Intelligent Solutions entered into a definitive merger agreement with Mozart Parent, LLC at $7.75 per share cash consideration. The transaction will result in the company becoming a private, wholly owned subsidiary. Board unanimously approved the merger.
Attention caught up with the documented progress.
The price trend weakened.
8-K · Items 1.01, 2.03 — Material agreement
TheRealReal refinanced $150M term loan and $25M revolving facility to redeem 2029 Notes, extending maturity to 2033 and reducing annual interest expense by ~$4M. Eliminates PIK component and improves liquidity position.
Progress is running ahead of attention.
8-K · Item 1.01 — Material agreement
OPKO agreed to sell BioReference's clinical and anatomic pathology laboratory business to Laboratory Corporation of America for $722M upfront plus up to $150M in contingent payments tied to 4Kscore prostate cancer test revenues over ten years.
More of the market is starting to notice.
The shares became dearer on AIR's value read.
Progress is running ahead of attention.
The price trend strengthened.
8-K · Items 1.01, 5.02 — Material agreement
Varonis Systems agreed to be acquired by Thoma Bravo-backed Proofpoint for $49.75/share in cash. The company will be delisted from Nasdaq and become a private subsidiary. Closing expected H1 2027, subject to regulatory approval and stockholder vote.
The filings read less positively.
More of the market is starting to notice.
The price trend strengthened.
8-K · Items 1.01, 2.03 — Material agreement
Transocean refinanced its credit facility, extending maturity to October 2031 and increasing commitments to $750M. Early retirement of $165M Aquila Notes saves ~$22M in interest expense, reflecting deleveraging commitment.
The filings read more positively.
More of the market is starting to notice.
Progress is running ahead of attention.
The price trend strengthened.
8-K · Items 1.01, 2.03 — Material agreement
Pinterest refinanced and expanded its revolving credit facility from $500M to $700M with improved terms, including an accordion option for up to $1B additional capacity and relief from restrictive covenants upon achieving investment-grade rating.
Progress is running ahead of attention.
RXRX · Recursion Pharmaceuticals, Inc.
8-K · Items 1.01, 2.02, 8.01 — Material agreement
Recursion raised ~$200M via equity offering and announced Sanofi optioned first development candidate from collaboration ($10M milestone, $300M+ additional potential). REC-4881 Phase 1b/2 showed 87% polyp burden reduction; REC-1245 Phase 1 showed 91.7% disease control at higher doses.
Market attention has faded.
Progress is running ahead of attention.
The price trend weakened.
8-K · Item 1.01 — Material agreement
Biohaven entered exclusive licensing agreement with Ono Pharmaceutical for MoDE IgG degrader portfolio in Japan, South Korea, Taiwan, and ASEAN. Biohaven receives $80M upfront, $20M milestone payment, and ~20% royalties on net sales. Retains rights in US, Europe, China.
Progress is running ahead of attention.
The price trend weakened.
Wed 14 Oct
8-K · Items 1.01, 1.02, 8.01 — Material agreement
Liquidia settled all litigation with United Therapeutics, agreeing to pay $320.4M total and remove PH-ILD indication from YUTREPIA label. Company must cease all PH-ILD marketing. Settlement resolves patent and trade secret disputes but significantly restricts product commercialization.
The filings read less positively.
Attention caught up with the documented progress.
The price trend strengthened.
8-K · Item 1.01 — Material agreement
Riot Platforms transitioned digital asset custody from NYDIG Trust to BitGo Bank & Trust under a one-year renewable agreement with 14-day early termination rights and monthly fees based on asset value.
Market attention has faded.
The price trend weakened.
IIPR · Innovative Industrial Properties Inc
8-K · Items 1.01, 3.03 — Material agreement
IIPR entered into underwriting agreement to issue 2M shares of 9.25% Series B Cumulative Redeemable Preferred Stock at $25/share, with expected net proceeds of ~$48.4M. Offering expected to close October 19, 2026.
The filings read more positively.
Progress is running ahead of attention.
8-K · Items 1.01, 2.03 — Material agreement
Five Below extended its credit agreement maturity from September 2027 to October 2031 and doubled its revolving credit facility from $225M to $450M, with letter of credit subline increased from $20M to $50M.
Progress is running ahead of attention.
The price trend strengthened.
RARE · Ultragenyx Pharmaceutical Inc.
8-K · Item 1.01 — Material agreement
Ultragenyx agreed to sell a Rare Pediatric Disease Priority Review Voucher (PRV) for $203 million in cash. The PRV was awarded by the FDA following approval of FAYUVI for pediatric MPS IIIA treatment.
Progress is running ahead of attention.
AQST · Aquestive Therapeutics, Inc.
8-K · Item 1.01 — Material agreement
Market attention has faded.
Progress is running ahead of attention.
The price trend weakened.
8-K · Item 1.01 — Material agreement
Tron Inc. entered into an at-the-market sales agreement with Clear Street LLC to offer common stock. The company will pay up to 3% commission on gross proceeds. This dilutive financing mechanism signals potential capital needs.
More of the market is starting to notice.
8-K · Items 1.01, 2.03 — Material agreement
LGI Homes secured a Seventh Amendment extending credit maturity to October 2030, maintaining ~$1.166B in revolving commitments with a $175M incremental facility and modified covenants.
The filings read more positively.
Progress is running ahead of attention.
Tue 13 Oct
MTX · Minerals Technologies Inc
8-K · Items 1.01, 2.03 — Material agreement
MTX issued $400M of 7.5% Senior Notes due 2032 to redeem lower-cost 5.0% notes due 2028. Interest rate increase of 250 bps raises future debt service costs, though extends maturity and provides refinancing flexibility.
No notable change in AIR's read.
8-K · Items 1.01, 8.01 — Material agreement
Energy Fuels amended its VAC acquisition agreement to address an ongoing customer dispute regarding a commercial supply agreement, potential settlement, debt repayment, and purchase price adjustments. Chief Legal Officer departure also disclosed.
The gap narrowed as the filings read less positively.
WTTR · Select Water Solutions, Inc.
8-K · Items 1.01, 2.02, 8.01 — Material agreement
Select Water Solutions entered into a $500M revolving credit facility and is issuing $800M senior notes to finance the acquisition of Pilot Water Solutions, a leading Delaware Basin water midstream company with 2.7M bpd disposal capacity and long-term contracts.
Market attention has faded.
Progress is running ahead of attention.
The price trend weakened.
8-K · Item 1.01 — Material agreement
SSR Mining agreed to acquire Roxmore Resources for C$6.75/share cash plus a 14.99% stake in a SpinCo exploration company. The Converse gold project (2.2M oz Indicated, 3.0M oz Inferred) is 6km from SSR's Marigold complex, with potential to add 150k–170k oz annual production and $200M+ in synergies.
Progress is running ahead of attention.
The price trend weakened.
8-K · Items 1.01, 3.02 — Material agreement
IonQ announced definitive agreement to acquire Elisity, a Zero Trust security company, in all-stock transaction valued at up to $1.3 billion. Combination pairs IonQ's post-quantum cryptography and quantum key distribution with Elisity's enterprise platform, targeting $10+ billion microsegmentation market.
The filings read more positively.
Market attention has faded.
The shares became dearer on AIR's value read.
Progress is running ahead of attention.
The price trend weakened.
ENVA · Enova International, Inc.
8-K · Items 1.01, 2.03 — Material agreement
Enova's subsidiary NetCredit 2022 amended its Note Issuance and Purchase Agreement with Jefferies and Citibank. The $200M commitment facility maintains SOFR+4.00% borrowing rate with revolving period through October 2028 and maturity in October 2030.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
Universal Corp amended its credit agreement to relax Total Net Leverage Ratio covenants, increasing maximum ratios from 3.00x to 3.75x (near-term) before stepping down. Suggests financial stress or deteriorating leverage metrics.
No notable change in AIR's read.
TCBX · Third Coast Bancshares, Inc.
8-K · Item 1.01 — Material agreement
Third Coast Bancshares entered into a definitive merger agreement to acquire Great Plains Bancshares. Great Plains shareholders will receive 5,570,352 shares of TCBX common stock (subject to exchange ratio adjustment). Transaction subject to regulatory approval and customary closing conditions, expected to close by September 30, 2027.
Progress is running ahead of attention.
8-K · Items 1.01, 2.03 — Material agreement
Spire Inc. and subsidiaries extended their credit facility maturity date by one year to October 11, 2031. Material terms remain unchanged. Administrative routine refinancing action.
The gap narrowed — attention is catching up.
The price trend strengthened.
SSII · SS Innovations International, Inc.
8-K · Items 1.01, 2.03 — Material agreement
SSII issued a $21.025M secured convertible promissory note for $20M cash. Note bears 8.75% interest, matures in 36 months, and is secured by IP and substantially all assets. Conversion subject to Nasdaq Rule 5635(d) limits and 4.99% beneficial ownership cap.
The gap closed as the filings read less positively.
8-K · Items 1.01, 2.03 — Material agreement
Tenable entered into a $400M senior secured revolving credit facility with JPMorgan Chase, effective October 13, 2026. The facility matures in five years with customary covenants and financial ratios. As of the effective date, no revolving loans were outstanding.
No notable change in AIR's read.
8-K · Items 1.01, 3.02 — Material agreement
Porch Group agreed to acquire Allied Trust's insurance carrier and MGA for $200M total consideration. Expected to add ~$200M in reciprocal written premium and ~$25M Adjusted EBITDA in first full year, expanding into Louisiana and adding 10+ years of claims data.
The filings read more positively.
Progress is running ahead of attention.
Fri 9 Oct
8-K · Items 1.01, 2.03 — Material agreement
DENTSPLY SIRONA amended its credit facility and three note purchase agreements to relax debt covenants. Leverage ratio thresholds were increased, new restrictions on liens and subsidiary debt imposed, and incremental interest added if leverage exceeds specified thresholds.
The filings read less positively.
8-K · Items 1.01, 5.02 — Material agreement
Stride entered a Cooperation Agreement with Fivespan Partners, appointing two new directors (Dylan Haggart and Steven Guttentag) and forming a Capital Allocation Committee. The investor group withdrew its prior director nominations and standstill demands. Company will announce capital structure and allocation framework within three months.
No notable change in AIR's read.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
McGraw Hill completed refinancing transactions: issued $400M of 8.0% senior secured notes due 2033, refinanced $930M term loan facility, extended revolving credit maturities to October 2031, and prepaid $50M of principal debt.
The filings read more positively.
Progress is running ahead of attention.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
Vaxcyte completed concurrent offerings raising ~$1.1B gross: $575M in 1.50% convertible notes due 2032 and ~7.8M shares plus warrants at $64/share. Net proceeds approximately $1.1B after underwriting costs.
The filings read more positively.
Progress is running ahead of attention.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
Gray Media amended its senior credit facility, adding a $600M Term Loan G maturing July 2030 and reducing revolving commitments from $750M to $680M. Proceeds repaid existing Term D Loan debt. Refinancing extends maturity profile but increases leverage complexity.
Market attention has faded.
The price trend weakened.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
Gray Media amended its senior credit facility to increase Term Loan G by $75M to $675M, with proceeds funding a $150M redemption of higher-cost 2029 Notes at 105.25% of principal.
Market attention has faded.
The price trend weakened.
8-K · Items 1.01, 8.01 — Material agreement
XMax acquired 100% of Hexa Creation Inc., a developer of 1200V vertical GaN power semiconductor technology for AI data center infrastructure, for $4.12M. Transaction positions XMax in high-voltage power semiconductors aligned with AI power demands.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
Navan secured a $225M warehouse credit facility to finance corporate charge card receivables and amended existing credit agreements, expanding liquidity and refinancing options without requiring pro-rata prepayment of existing advances.
Progress is running ahead of attention.
The price trend strengthened.
Thu 8 Oct
8-K · Items 1.01, 1.02, 2.03 — Material agreement
Werner Enterprises refinanced its credit facility, replacing a $1.075B facility with a new $1.1B unsecured credit agreement maturing October 2031. The company borrowed $465M at 5.54% SOFR-based rate and eliminated a 0.10% credit adjustment spread.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
TTI amended its term loan credit agreement, reducing interest rate from SOFR+5.75% to SOFR+5.00%, extending maturity to December 31, 2030, and eliminating amortization until June 30, 2028. TETRA Bromine Project LLC added as guarantor.
Progress is running ahead of attention.
PCRX · Pacira BioSciences, Inc.
8-K · Item 1.01 — Material agreement
Pacira BioSciences agreed to be acquired by Viatris Inc. at $36.50 per share in an all-cash tender offer followed by merger. Board unanimously approved the transaction. Termination fee of $62 million applies if Pacira accepts a superior offer.
The shares became dearer on AIR's value read.
Attention caught up with the documented progress.
The price trend strengthened.
8-K · Items 1.01, 5.02 — Material agreement
AngioDynamics appointed Eric Honroth as President and CEO effective November 2, 2026, succeeding James Clemmer after 10 years. Honroth brings 20+ years of medical device experience from Getinge, Abbott Vascular, and Boston Scientific. Clemmer will provide consulting support during transition.
Market attention has faded.
Progress is running ahead of attention.
The price trend weakened.
8-K · Items 1.01, 2.03 — Material agreement
PRA Group completed a $400M offering of 8.5% Senior Notes due 2033. Proceeds will repay borrowings under the North American revolving credit facility. This is a refinancing transaction with no stated change to business operations or financial condition.
No notable change in AIR's read.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
GEO amended and extended its $550M revolving credit facility to July 2031, increased incremental debt capacity to $750M, and redeemed $650M of 2029 Senior Secured Notes using asset sale proceeds. Restricted payments capacity expanded significantly.
The filings read more positively.
Progress is running ahead of attention.
The price trend strengthened.
8-K · Items 1.01, 2.03 — Material agreement
Hallador Power executed six-year capacity and energy agreements with Duke Energy Indiana covering Merom Generating Station from June 2029–May 2035. Agreements include ~$271M capacity revenue and ~$422M energy revenue. Pricing at record $80+/MWh, 20% above prior March contract. Forward sales book reaches $3B.
The filings read more positively.
Progress is running ahead of attention.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
Hercules Capital issued $400M in 6.700% unsecured notes due 2029. Proceeds will repay existing debt, fund investments per objectives, and support general corporate purposes. Standard capital structure transaction.
No notable change in AIR's read.
Wed 7 Oct
HCSG · Healthcare Services Group Inc
8-K · Item 1.01 — Material agreement
HCSG acquired NEXDINE Hospitality (NexDine LLC and Xendella LLC) for approximately $93.5 million plus contingent consideration. The acquisition was funded with cash on hand and includes customary representations and performance-based earnout provisions.
Progress is running ahead of attention.
The price trend weakened.
8-K · Item 1.01 — Material agreement
BKV executed an $800M equipment supply contract with a Tier 1 supplier for ~1,200 MW natural gas-fired power generation equipment in Texas, backed by a 90% payment backstop from an investment-grade hyperscaler offtaker through March 31, 2027.
More of the market is starting to notice.
The price trend strengthened.
SWKS · Skyworks Solutions, Inc.
8-K · Items 1.01, 2.03 — Material agreement
Skyworks completed exchange offers converting ~$1.43B of Qorvo notes into new Skyworks notes at same rates (3.375%-4.375%), with minimal remaining Qorvo debt (~$123.5M). Administrative debt restructuring tied to Qorvo acquisition.
The filings read more positively.
Market attention has faded.
Progress is running ahead of attention.
The price trend weakened.
8-K · Items 1.01, 2.03 — Material agreement
EQT established a $3.5 billion commercial paper program for short-term funding of working capital, capex, acquisitions, and debt repayment. No notes have been issued as of the filing date.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
Clearway Energy subsidiary agreed to acquire three battery energy storage facilities totaling ~210 MW in Utah for ~$119M base purchase price. Closing expected Q4 2027, subject to customary conditions.
The filings read more positively.
Progress is running ahead of attention.
8-K · Items 1.01, 2.03 — Material agreement
W&T Offshore converted its revolving credit facility to a reserve-based lending structure, eliminating restrictive cash sweep and quarterly clean-down requirements, increasing shareholder return capacity 50% to $15M, with no pricing changes or amendment fees.
The filings read more positively.
More of the market is starting to notice.
Progress is running ahead of attention.
The price trend strengthened.
RARE · Ultragenyx Pharmaceutical Inc.
8-K · Item 1.01 — Material agreement
Ultragenyx agreed to sell a Rare Pediatric Disease Priority Review Voucher (PRV) awarded for GENGLYCOS approval for $210 million in cash, subject to customary closing conditions including HSR clearance.
Progress is running ahead of attention.
8-K · Item 1.01 — Material agreement
Magnite completed third repricing of term loan and revolving credit facility, reducing term loan rate by 50 bps to SOFR+2.50% and revolving margin by 100 bps, generating ~$1.8M annualized interest savings and demonstrating lender confidence.
Progress is running ahead of attention.
SYRE · Spyre Therapeutics, Inc.
8-K · Item 1.01 — Material agreement
Spyre Therapeutics completed a $350M public offering of common stock at $85/share. Proceeds will fund advancement of programs in Gastroenterology, Rheumatology, Dermatology, and a new SPY072 program for hidradenitis suppurativa, plus infrastructure and potential acquisitions.
Progress is running ahead of attention.
The price trend weakened.
Tue 6 Oct
OPCH · Option Care Health, Inc.
8-K · Item 1.01 — Material agreement
Option Care Health agreed to be acquired by an investor group led by Clayton, Dubilier & Rice and McKesson for $32.05 per share in cash. Board unanimously approved the transaction. Financing is committed with $2.87B equity and $3.15B debt commitments.
More of the market is starting to notice.
Progress is running ahead of attention.
The price trend strengthened.
TRTX · TPG RE Finance Trust, Inc.
8-K · Items 1.01, 2.03 — Material agreement
TRTX closed a $873.75M collateralized loan obligation (FL8 CLO) on October 2, 2026, securitizing ~23.1% of its loan portfolio (~$1B principal balance). Notes rated AAA to B by Fitch and Morningstar DBRS, maturing 2044.
The filings read more positively.
Progress is running ahead of attention.
8-K · Items 1.01, 3.02, 8.01 — Material agreement
HighPeak Energy raised capital via sale of 450,000 shares of Series A Convertible Preferred Stock to Indonesian investors (DEI and THP) for $450M aggregate stated value. Concurrent $800M debt refinancing commitment secured.
The filings read more positively.
More of the market is starting to notice.
Progress is running ahead of attention.
The price trend strengthened.
8-K · Items 1.01, 2.03 — Material agreement
Blue Bird refinanced and upsized its credit facility from $250M to $600M, extended maturity to 2031, lowered interest rates by 50–100 bps, and increased available liquidity to $670M+, supporting growth investments.
Progress is running ahead of attention.
Mon 5 Oct
8-K · Items 1.01, 2.03, 8.01 — Material agreement
Clean Harbors issued $600M in senior notes due 2034 at 6.250% to finance the EnviroServe acquisition ($470M) and repay revolving credit used for the ES&H acquisition. Both acquisitions closed in late September/early October 2026.
The filings read more positively.
Progress is running ahead of attention.
The price trend weakened.
8-K · Items 1.01, 2.03 — Material agreement
The filings read less positively.
The gap narrowed as the filings read less positively.
8-K · Items 1.01, 8.01 — Material agreement
RXO entered into a definitive merger agreement with C.H. Robinson. RXO shareholders will receive $17.25 cash plus 0.0856 C.H. Robinson shares per RXO share (or alternative cash/stock elections). Transaction expected to close H1 2027; RXO will be delisted and become a C.H. Robinson subsidiary.
More of the market is starting to notice.
The price trend strengthened.
WMS · Advanced Drainage Systems, Inc.
8-K · Item 1.01 — Material agreement
ADS announced acquisition of StormTrap Investments for ~$530M (~$450M net of tax benefits). StormTrap is an industry leader in engineered stormwater storage solutions with $165M LTM revenue and $40M adjusted EBITDA. Transaction expected accretive to adjusted EPS in year one.
Progress is running ahead of attention.
8-K · Item 1.01 — Material agreement
PTC Inc. entered into a definitive merger agreement with Schneider Electric SE for $205 per share in cash. The Board approved the transaction and recommends shareholder approval. Closing is subject to regulatory clearances and shareholder vote.
More of the market is starting to notice.
The shares became dearer on AIR's value read.
Progress is running ahead of attention.
The price trend strengthened.
8-K · Item 1.01 — Material agreement
Leidos completed formation of joint venture combining its Security Enterprise Solutions and Industrial Automation businesses with Analogic Corporation. Leidos retains 41.5% minority stake while Altaris entities hold 58.5%, creating scaled U.S.-based security screening company.
Progress is running ahead of attention.
8-K · Items 1.01, 3.02 — Material agreement
Immunome acquired full patent rights to varegacestat and AL101 from BMS, eliminating all future milestone and royalty obligations. Consideration: $20M cash and 4.4M shares. Removes significant long-term financial burden.
The filings read more positively.
Progress is running ahead of attention.
The price trend weakened.
8-K · Items 1.01, 2.03 — Material agreement
MGE Energy and Madison Gas & Electric amended and restated credit agreements, extending maturity to October 2031 and increasing MGE's JPMorgan facility from $90M to $210M, enhancing liquidity and financial flexibility.
Progress is running ahead of attention.
8-K · Items 1.01, 2.03 — Material agreement
Trinity Capital issued $350M of 7.500% senior unsecured notes due 2032, netting ~$342.61M after underwriting costs. Proceeds will repay secured KeyBank credit facility debt.
No notable change in AIR's read.
CCSI · Consensus Cloud Solutions, Inc.
8-K · Items 1.01, 2.03 — Material agreement
CCSI amended and restated its credit agreement, securing $225M revolving facility and $300M delayed-draw term loan maturing September 2031. Facility designated to retire $348.2M of 6.50% senior notes due 2028, reducing future interest burden.
The filings read more positively.
Progress is running ahead of attention.
The price trend strengthened.
Fri 2 Oct
8-K · Items 1.01, 2.03 — Material agreement
Trimble entered into a $500M unsecured delayed draw term loan credit agreement with Bank of America as administrative agent. No funds have been borrowed as of the filing date. Facility available for general corporate purposes through January 2027.
No notable change in AIR's read.
8-K · Items 1.01, 3.02 — Material agreement
Sun Communities issued 283,126 Series M Preferred Units at $100/unit to an initial holder in exchange for asset contributions. Units carry tiered quarterly distributions (3.2%-3.6% annually) and are exchangeable into common stock at $174 conversion price after October 1, 2027.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
Angel Studios amended its merger agreement with Toothy Cow Productions, revising the allocation of Class A Common Stock consideration among different unit holder classes. The net effect reallocates consideration from common unit holders to preferred unit holders.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
NETSTREIT secured $550M in incremental term loans and a new $400M delayed-draw facility, refinancing a maturing $200M obligation and extending debt maturity profile while reducing borrowing costs by 5 basis points on existing facility.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
UGI's subsidiary Mountaineer Gas Company issued $50 million in private senior notes ($30M Series H at 5.95%, $20M Series I at 6.05%) maturing 2038–2041. Proceeds fund refinancing and general corporate purposes.
More of the market is starting to notice.
The price trend strengthened.
8-K · Items 1.01, 2.03 — Material agreement
Newell Brands renewed its Receivables Purchase Agreement with Royal Bank of Canada, extending the termination date to October 2027, adjusting the facility limit to $75 million, increasing concentration limits, and modifying debt rating thresholds.
The shares became dearer on AIR's value read.
The price trend strengthened.
8-K · Item 1.01 — Material agreement
Gold.com restructured its credit facility, reducing the committed line from $427.5M to $250M and converting to an uncommitted on-demand facility. While covenant restrictions were removed, the facility reduction and demand-payable structure increase financial flexibility constraints.
Market attention has faded.
Progress is running ahead of attention.
The price trend weakened.
ACRT · Cyberloq Technologies, Inc.
8-K · Item 1.01 — Material agreement
CyberloQ entered a 50/50 joint venture with Michigan Secure Capital Group to develop and commercialize cybersecurity, authentication, and wallet products. CyberloQ contributes technology and 200M Class B shares; MSCG provides management and commercialization capabilities.
AIR measured this for the first time; no change to report.
NNE · Nano Nuclear Energy Inc.
8-K · Items 1.01, 3.02 — Material agreement
NNE signed definitive agreement to acquire NRC-licensed U.S. nuclear fuel processing assets from Radnostix Inc., including DUF6 deconversion facility license, IP, and technical materials in New Mexico. Consideration: $9.5M cash + $4M stock. Closing expected 90–120 days, subject to NRC approval and other conditions.
The gap narrowed as the filings read less positively.
8-K · Items 1.01, 2.03 — Material agreement
Bally's closed $400M term loan financing for Bally's Bronx casino project, with additional $160M delayed draw commitments available. Funds support pre-construction costs for the $4B integrated resort expected to open by 2030.
Progress is running ahead of attention.
Thu 1 Oct
8-K · Items 1.01, 2.03 — Material agreement
OpenText issued $1.0B in senior secured notes (6.7% due 2031, 7.15% due 2033) and extended its revolving credit facility maturity to October 2031. Proceeds will redeem $1.0B of 2027 notes and partially tender up to $300M of 2028 notes.
More of the market is starting to notice.
IIPR · Innovative Industrial Properties Inc
8-K · Item 1.01 — Material agreement
IIPR committed $245M mezzanine loan to Alewife Park life science campus development, with initial $111M advance. Investment expected to yield 15.8% and generate earnings accretion. Expands IIPR's life science sector diversification.
No notable change in AIR's read.
LOPE · Grand Canyon Education, Inc.
8-K · Items 1.01, 2.03 — Material agreement
GCE entered into a $100M five-year senior secured revolving credit facility with Zions Bank, intended primarily for stock repurchases and general corporate purposes. Standard covenants and financial maintenance ratios apply.
More of the market is starting to notice.
The price trend strengthened.
CCS · Century Communities, Inc.
8-K · Items 1.01, 2.03 — Material agreement
Century Communities amended its credit agreement, increasing aggregate commitments to $1.2B, extending maturity to November 2030, adding new lenders, and reducing SOFR spread by 10 basis points.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
Synaptics amended its merger agreement with ON Semiconductor, increasing merger consideration to $123/share following a Superior Proposal from a strategic party. Board determined revised proposal no longer superior and approved amended deal.
The gap narrowed — attention is catching up.
The price trend strengthened.
8-K · Items 1.01, 2.03 — Material agreement
LandBridge completed a $125M private placement of 6.250% Senior Notes due 2030, upsized from $100M. Proceeds will repay revolving credit facility borrowings. Notes are unsecured senior debt with standard redemption and change-of-control provisions.
No notable change in AIR's read.
ULH · Universal Logistics Holdings, Inc.
8-K · Items 1.01, 2.03 — Material agreement
ULH amended its credit facility, extending maturity to September 2029, reducing revolving commitments from $500M to $350M, and revising pricing grids. Reflects refinancing activity with mixed structural changes.
More of the market is starting to notice.
The price trend strengthened.
8-K · Items 1.01, 2.03 — Material agreement
Quaker Chemical refinanced $550M in U.S. Term Loans via a new 7-year Term Loan B facility at SOFR+1.75%. The amendment replaces existing debt with similar terms, includes covenant-lite structure for the Term B tranche, and maintains existing credit facilities. No new capital raised.
More of the market is starting to notice.
Wed 30 Sep
8-K · Items 1.01, 2.03 — Material agreement
Sonoco amended its credit agreement on September 25, 2026, establishing $800M in new term loan facilities ($400M Tranche A maturing 2029, $400M Tranche B maturing 2031) to refinance existing $500M debt and provide liquidity for future refinancings.
No notable change in AIR's read.
BHRB · Burke & Herbert Financial Services Corp.
8-K · Item 1.01 — Material agreement
BHRB completed a $100M subordinated notes offering at 7.00% fixed-to-floating rate due 2036. Proceeds will refinance higher-cost debt ($42.6M maturing 2028–2030) and support bank growth, improving capital structure and reducing interest expense.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
CTO Realty Growth closed a $1.0 billion amended and restated unsecured credit facility, extending debt maturities to 2029–2032 and increasing total commitments by $250 million, enhancing financial flexibility.
No notable change in AIR's read.
8-K · Items 1.01, 1.02, 2.03 — Material agreement
Carriage Services closed a new $300M senior secured revolving credit facility, replacing a $250M facility. The new facility extends maturity to 2031, reduces borrowing costs by ~50 bps, and provides enhanced covenant flexibility for acquisitions while maintaining disciplined leverage targets.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
Pitney Bowes repriced $585M Term Loan B, reducing interest margin by 75 basis points to SOFR+300bps. Expected to save ~$4M annually. Follows S&P upgrade to BB- and reflects improved credit profile.
No notable change in AIR's read.
PSIX · Power Solutions International, Inc.
8-K · Items 1.01, 1.02, 2.03, 8.01 — Material agreement
PSI secured a new $220M committed revolving credit facility, increasing capacity from $135M and reducing borrowing costs (SOFR + 1.80% vs. prior SOFR + 2.60%). Three-year term through September 2029 provides enhanced liquidity for growth and strategic initiatives.
The gap closed as the filings read less positively.
The price trend strengthened.
MSGS · Madison Square Garden Sports Corp.
8-K · Items 1.01, 5.02, 8.01 — Material agreement
Madison Square Garden Sports Corp. approved distribution of MSGS Spinco (New York Rangers business) to shareholders on October 26, 2026. Parent company will rename to MSG Knickerbockers Corp. and retain Knicks basketball operations. Spinoff subject to regulatory approvals and tax opinion.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
Capital Bancorp agreed to merge with Peoples Bancorp in an all-stock transaction at 1.11 exchange ratio. Capital shareholders will receive Peoples stock; the deal requires regulatory approval and shareholder votes. Completion expected within one year.
More of the market is starting to notice.
The price trend strengthened.
DJT · Trump Media & Technology Group Corp.
8-K · Item 1.01 — Material agreement
TMTG amended and restated a $200M convertible promissory note with TAE Technologies and filed S-4 registration statement for proposed merger. Note includes up to $100M additional tranche, 7% PIK interest, and conversion rights tied to qualified financing or merger events.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
TD SYNNEX amended its accounts receivable securitization program, extending maturity to September 2028 and increasing lender commitment to $3 billion. Borrowing costs adjusted to 0.725–0.825% per annum depending on funding method.
The shares became dearer on AIR's value read.
The gap narrowed — attention is catching up.
The price trend strengthened.
BMRN · Biomarin Pharmaceutical Inc
8-K · Item 1.01 — Material agreement
BioMarin entered into a definitive Settlement and License Agreement with Ascendis Pharma for TransCon CNP (navepegritide/Yuviwel), granting non-exclusive worldwide license in exchange for 20% US and 18% EU/Brazil/Korea royalties on net sales through May 2030, with dismissal of all pending litigation.
No notable change in AIR's read.
Tue 29 Sep
8-K · Items 1.01, 2.03 — Material agreement
Unitil Corporation issued $60 million in senior unsecured notes ($27M at 5.42% due 2031; $33M at 5.79% due 2036) to institutional investors. Proceeds will fund capital contributions to subsidiaries, refinance existing debt, and general corporate purposes.
No notable change in AIR's read.
8-K · Items 1.01, 3.02 — Material agreement
AAR Corp entered into a definitive agreement to acquire 65% of MRO Panama for ~$2.6B in cash and preferred stock, with an option to acquire an additional 5%. Closing expected Q3 FY2027, subject to regulatory approvals and customary conditions.
No notable change in AIR's read.
SMMT · Summit Therapeutics Inc.
8-K · Items 1.01, 3.02, 8.01 — Material agreement
AstraZeneca invests $2.0 billion in Summit convertible preferred shares at $18.36/share equivalent, validating ivonescimab. Summit enters clinical collaboration to evaluate ivonescimab combined with AstraZeneca's sonesitatug vedotin and other cancer medicines.
The gap narrowed — attention is catching up.
The price trend strengthened.
8-K · Items 1.01, 2.03, 3.02, 8.01 — Material agreement
The gap narrowed — attention is catching up.
The price trend strengthened.
ARI · Apollo Commercial Real Estate Finance, Inc.
8-K · Item 1.01 — Material agreement
ARI stockholders approved dissolution, liquidation of assets, and winding up of business. Management agreement with ACREFI Management LLC terminated effective upon dissolution. Company ceasing operations.
No notable change in AIR's read.
8-K · Items 1.01, 2.03, 3.02 — Material agreement
T1 Energy raised $50M in convertible senior notes due 2031 at 4.75% interest to fund Phase 1 construction of G2_Austin solar cell fab and general corporate purposes. Closing expected September 30, 2026.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
Bloomin' Brands extended its $1.2B revolving credit facility maturity to September 2031, maintaining favorable pricing and liquidity. Transaction is leverage-neutral with no material covenant changes except addition of senior secured net leverage ratio covenant.
The shares became dearer on AIR's value read.
Mon 28 Sep
USPH · U S Physical Therapy Inc /NV
8-K · Items 1.01, 2.03 — Material agreement
USPH entered into a 45-month forward-starting interest rate swap with Bank of America on September 22, 2026, with a notional amount of $170.6 million. The swap fixes the variable interest rate at 4.578% per annum effective June 30, 2027, through April 14, 2031.
No notable change in AIR's read.
BRX · Brixmor Property Group Inc.
8-K · Items 1.01, 5.02, 8.01 — Material agreement
Brixmor and Everview Partners formed a joint venture to acquire Slate Grocery REIT for ~$2.35B total. Brixmor will acquire 23 grocery-anchored shopping centers (100% of 22, 50% of 1) for $636M, with a 20% stake in the remaining 92-asset JV portfolio and $174M preferred equity investment.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
Hut 8 closed a $1.07 billion senior secured revolving credit facility with JPMorgan Chase and a 12-lender syndicate. The facility provides non-dilutive capital for working capital and development needs, with a 4-year term and initial margin of SOFR+175bps.
Progress is running ahead of attention.
8-K · Item 1.01 — Material agreement
Clearway Energy subsidiary agreed to acquire 650 MW solar facility in Missouri for ~$230M base price. Transaction expected to close Q3 2028, subject to customary conditions. Expands renewable energy portfolio.
No notable change in AIR's read.
FIP · FTAI Infrastructure Inc.
8-K · Item 1.01 — Material agreement
FTAI Infrastructure subsidiary agreed to acquire crude oil logistics assets (Port Arthur Terminal and 50% DRU interest) from USD Group for ~$255M enterprise value. Expected to generate ~$50M annual EBITDA and more than double Jefferson segment's existing EBITDA with contracted long-term cash flows.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
Getty Realty closed a $260.9M acquisition of 41 convenience stores from Refuel Operating Company via sale-leaseback. Properties span four states with 20-year lease terms. Refuel becomes third-largest tenant at 7.7% of annualized base rent. Funded leverage-neutral through equity, debt, and dispositions.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
Churchill Downs closed an amendment extending its revolving credit and Term Loan A maturity from 2029 to 2031, and issued a new $500M Term Loan B due 2033 at SOFR+175bps. Proceeds will refinance existing debt and fund general corporate purposes.
No notable change in AIR's read.
8-K · Items 1.01, 2.03, 3.03, 8.01 — Material agreement
Sabre issued $1.35B in 9.875% Senior Secured Notes due 2032 to refinance existing debt. The company repurchased $930.7M of 11.125% notes and $251.9M of 10.750% notes. While refinancing reduces near-term maturities, the new notes carry a lower coupon than some retired debt but represent significant leverage.
No notable change in AIR's read.
VKTX · Viking Therapeutics, Inc.
8-K · Items 1.01, 2.03 — Material agreement
Viking Therapeutics completed concurrent equity and convertible debt offerings, raising ~$297M net (equity) and ~$251M net (debt) for total ~$548M. Proceeds designated for VK2735 and VK3019 clinical development and commercialization.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
Greenland Mines completed a direct registered offering of 1.32M shares generating ~$17.2M net proceeds for Greenland mining operations and working capital. Company also terminated its $50M ATM agreement.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
OPENLANE extended two key receivables purchase facilities by two years to January 31, 2030. AFC facility extended via Second Amendment; AFCI Canadian facility extended via Amendment No. 4. Both amendments maintain existing financing structures.
No notable change in AIR's read.
AMPX · Amprius Technologies, Inc.
8-K · Item 1.01 — Material agreement
Amprius secured a $75M fixed-price U.S. Government contract (Project acCELLerate) to develop domestic high-energy density silicon-anode lithium-ion battery production for unmanned aerial systems. Base period runs through September 2028 with $22M currently obligated.
No notable change in AIR's read.
Fri 25 Sep
8-K · Item 1.01 — Material agreement
Dynex Capital priced a public offering of 4.8M shares of 9.375% Series D Preferred Stock with $120M gross proceeds (~$116.2M net). Offering closes ~September 29, 2026. Proceeds to fund Agency securities acquisition and general corporate purposes.
No notable change in AIR's read.
8-K · Items 1.01, 5.02 — Material agreement
Titan International agreed to sell its ITM undercarriage components subsidiary to USCO S.p.A. for ~$207M cash plus up to $6M earnout. Proceeds will reduce debt and fund growth investments. Expected close January 2027.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
MARA amended its $600M Texas data center acquisition agreement. Key changes: posted $100M security deposit with electric utility, restructured milestone payments tied to regulatory audit and interconnection study completion, and replaced reconveyance provisions with third-party sale rights.
The shares became cheaper on AIR's value read.
The price trend weakened.
8-K · Items 1.01, 2.03 — Material agreement
Market attention has faded.
The price trend weakened.
DKS · Dick'S Sporting Goods, Inc.
8-K · Item 1.01 — Material agreement
Dick's Sporting Goods issued $1 billion in senior notes ($400M due 2036 at 6.2%, $600M due 2056 at 6.9%) for general corporate purposes including operations, debt repayment, share repurchases, and acquisitions.
No notable change in AIR's read.
GNK · Genco Shipping & Trading Ltd
8-K · Items 1.01, 3.03 — Material agreement
Genco amended its Shareholder Rights Agreement, extending expiration to September 2027 and revising Qualifying Offer provisions. Changes include shortening measurement period from 24 to 12 months and converting certain timelines from business days to calendar days.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
First Merchants Corporation issued $100 million of 6.750% Fixed-to-Floating Rate Subordinated Notes due 2036. Notes convert to floating rate (SOFR + 202 bps) from October 2031 onward. Redeemable at company option from October 2031, or earlier under specific regulatory/tax events.
Market attention has faded.
ENVA · Enova International, Inc.
8-K · Items 1.01, 2.03 — Material agreement
Enova's OnDeck subsidiary issued $500M in fixed-rate asset-backed notes (sixth series) secured by ~$526M small business loan portfolio. Proceeds used to purchase loans from OnDeck affiliates and for general corporate purposes.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
Ashland amended and restated its European accounts receivable securitization facility, extending the termination date to September 2029. The €125 million revolving facility continues with updated market-standard terms.
Market attention has faded.
8-K · Items 1.01, 2.03 — Material agreement
CleanSpark completed a $2.276 billion offering of 7.875% senior secured notes due 2031. Proceeds will finance the Sandersville data center facility in Georgia, reimburse prior equity contributions, and fund debt service reserves.
No notable change in AIR's read.
APAM · Artisan Partners Asset Management Inc.
8-K · Items 1.01, 1.02, 2.03 — Material agreement
Artisan Partners refinanced its revolving credit facility, replacing a $100M agreement expiring in 2027 with a new $150M five-year facility maturing in 2031. No borrowings outstanding under either facility.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
Dynatrace established a $500M senior secured revolving credit facility maturing June 2031, with customary covenants including a 4.0x Total Leverage Ratio requirement. Multi-currency borrowing available at SOFR-based rates plus margin.
No notable change in AIR's read.
Thu 24 Sep
8-K · Items 1.01, 2.03 — Material agreement
Avis Budget Group's subsidiary issued $650 million in asset-backed securities backed by domestic fleet vehicles, with maturities of five years and interest rates ranging from 5.69% to 9.598%. Related financing documents were amended.
Market attention has faded.
The shares became cheaper on AIR's value read.
The price trend weakened.
ARE · Alexandria Real Estate Equities, Inc.
8-K · Items 1.01, 2.03 — Material agreement
ARE entered into a Fourth Amended Credit Agreement on September 24, 2026, replacing its prior facility. The $5B unsecured revolving credit facility extends maturity to January 2032 with a 0.725% margin and includes a $1B accordion option.
The gap narrowed — attention is catching up.
The price trend weakened.
OPI · Office Properties Income Trust
8-K · Items 1.01, 1.02, 2.03 — Material agreement
OPI issued $425M of 8.75% senior secured notes due 2031, using proceeds to repay all outstanding borrowings under its secured revolving credit facility and term loan. Notes secured by 19 office properties and subsidiary equity interests.
No notable change in AIR's read.
WTTR · Select Water Solutions, Inc.
8-K · Items 1.01, 3.02, 8.01 — Material agreement
Select Water Solutions agreed to acquire Pilot Water Solutions, a leading Delaware Basin water midstream company, for $700M ($600M cash + $100M stock) plus $15M earnout. Expected to add $120–130M 2027 EBITDA with $10–15M synergies, strengthening Water Infrastructure to ~70% of pro forma profitability.
No notable change in AIR's read.
8-K · Items 1.01, 8.01 — Material agreement
First Merchants Corporation priced a $100 million offering of 6.750% Fixed-to-Floating Rate Subordinated Notes due 2036. Notes will convert to floating rate (3M SOFR + 202 bps) after October 1, 2031. Proceeds intended for general corporate purposes including share repurchases. Notes qualify as Tier 2 capital.
No notable change in AIR's read.
8-K · Items 1.01, 2.03, 3.03 — Material agreement
TTM Technologies completed a $500M senior notes offering (6.750% due 2034) to fund two previously announced acquisitions: EDS Intermediate Holding, LLC and Swiss Technology Group AG, plus related fees and incremental term loans.
No notable change in AIR's read.
AESI · Atlas Energy Solutions Inc.
8-K · Items 1.01, 8.01 — Material agreement
Atlas Energy Solutions subsidiary entered two major equipment purchase agreements totaling ~$613.5M for a power generation project with AI lab off-taker. Agreements cover balance-of-plant and generator equipment with delivery 2027–2028, supported by cost reimbursement agreement.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
FB Financial completed issuance of $125M subordinated notes due 2036 at 6.625% fixed rate (switching to floating after 2031). Proceeds support FirstBank growth and general corporate purposes.
No notable change in AIR's read.
PRCT · PROCEPT BioRobotics Corp
8-K · Item 1.01 — Material agreement
PROCEPT extended its term loan maturity date by 12 months to October 1, 2028, via a third amendment to its CIBC loan agreement. No changes to covenants or other terms disclosed.
No notable change in AIR's read.
FWDI · Forward Industries, Inc.
8-K · Items 1.01, 8.01 — Material agreement
Forward Industries completed a registered direct offering of 3.125M shares at $8.00/share, raising ~$25M gross proceeds. Proceeds intended for Solana purchase, working capital, and general corporate purposes. Lock-up restrictions apply.
No notable change in AIR's read.
Wed 23 Sep
8-K · Items 1.01, 2.03 — Material agreement
Covista repriced $510M in term loans, reducing interest margin by 25 basis points (SOFR + 2.00% from 2.25%). No other material terms changed. Soft call premium applies for 6 months.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
Pilgrim's Pride completed a €500 million senior notes offering (4.750% due 2034) to fund the Walkers Deli & Sausage Company acquisition and general corporate purposes. Unsecured senior debt with standard covenants.
No notable change in AIR's read.
FTK · Flotek Industries Inc/Cn/
8-K · Items 1.01, 1.02, 2.03 — Material agreement
Flotek secured $75M senior secured term loan with up to $45M delayed-draw availability (total $120M), maturing 2031. Proceeds refinance existing $40M debt, fund capex for Data Analytics segment, and provide working capital. ABL extended to October 2027.
No notable change in AIR's read.
8-K · Items 1.01, 3.02 — Material agreement
FMC completed sale of 30.3M shares (20% stake) to Tessenderlo Group for $403.2M at $13.30/share. Investor gains board nomination rights, preemptive rights, and registration rights; subject to 36-month lock-up and standstill restrictions.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
Willdan Energy Solutions agreed to acquire 100% of Mantis Intermediate Holdings for $285M base purchase price, subject to working capital and other adjustments. Closing expected October 30, 2026, contingent on regulatory approvals and financing.
No notable change in AIR's read.
AVR · Anteris Technologies Global Corp.
8-K · Item 1.01 — Material agreement
Anteris extended its Supply & Quality Agreement with Harvey Industries Group through December 31, 2026, or until a replacement agreement is executed. All other material terms remain unchanged.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
Centerspace and Independence Realty Trust amended their merger agreement on September 22, 2026, to implement an alternative transaction structure for the company merger. IRT elected to have Centerspace merge into IRT Merger Sub rather than the reverse.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
SRPT · Sarepta Therapeutics, Inc.
8-K · Item 1.01 — Material agreement
Sarepta settled patent infringement litigations with REGENXBIO and UPenn for $39.0 million (already accrued). Settlement provides release from claims and covenant not to sue regarding AAVrh74-based capsid patents, including ELEVIDYS product.
Market attention has faded.
The price trend weakened.
JAZZ · Jazz Pharmaceuticals plc
8-K · Items 1.01, 2.03 — Material agreement
Jazz Pharmaceuticals refinanced its term loan facility, extending maturity from May 2028 to May 2033 and reducing interest margin by 50 basis points. Principal amount remains $1.895 billion.
No notable change in AIR's read.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
Alcoa completed a $2.6 billion debt offering (6.625% and 6.875% senior notes due 2034 and 2036) to finance the ~$3.1 billion cash portion of its proposed acquisition of South32's bauxite, alumina, and aluminum operations. Bridge facility terminated.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
Greenland Mines completed a direct registered offering of 1.77M common shares and 1.43M pre-funded warrants at $12.00 per unit, raising approximately $38.4M net proceeds for Greenland mining operations and working capital.
No notable change in AIR's read.
IRT · Independence Realty Trust, Inc.
8-K · Item 1.01 — Material agreement
IRT amended its merger agreement with Centerspace to implement an alternative merger structure for the Company Merger only, whereby Centerspace merges into IRT Merger Sub rather than vice versa. This is a technical restructuring of the previously disclosed transaction.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
QuidelOrtho amended its credit agreement to reset financial covenants through Q3 2029, indicating prior covenant pressure. Maximum leverage ratio starts at 5.50x and gradually tightens to 4.25x, suggesting liquidity or operational challenges.
No notable change in AIR's read.
8-K · Items 1.01, 3.02, 3.03, 8.01 — Material agreement
Teamshares closed a $222.75M Series A Preferred Stock offering at $990/share with 16-18% dividend rates. Proceeds restricted from dividends/repurchases. Purchasers are affiliates of existing 10%+ shareholder. Up to $75M additional issuance permitted.
No notable change in AIR's read.
Tue 22 Sep
8-K · Item 1.01 — Material agreement
Wynn Resorts issued $900M of 6.875% Senior Notes due 2035 to refinance $900M of 5.250% Senior Notes due 2027, extending maturity by 8 years and increasing coupon by 162.5 basis points.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
Henry Schein increased its revolving credit facility from $1.0B to $1.25B and extended the maturity to September 2031. The expanded facility supports working capital, capex, share repurchases, refinancing, and potential acquisitions.
The shares became dearer on AIR's value read.
The price trend weakened.
8-K · Items 1.01, 2.03 — Material agreement
Columbus McKinnon completed a repricing of $1.453B Term Loan B and $500M Revolver, reducing interest margins by 50 basis points. Expected to save at least $7.3M annually in cash interest expense.
No notable change in AIR's read.
HALO · Halozyme Therapeutics, Inc.
8-K · Items 1.01, 2.03, 3.02 — Material agreement
Halozyme completed a $1.5 billion convertible notes offering (1.50% due 2033), netting ~$1.47 billion. Proceeds will fund capped call hedges (~$187.5M), repurchase older convertible notes (~$652.5M), and support general corporate purposes including potential acquisitions.
The shares became dearer on AIR's value read.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
Agree Realty completed a $400M underwritten public offering of 5.650% senior unsecured notes due 2036, generating approximately $390.1M in net proceeds after underwriting costs and expenses.
No notable change in AIR's read.
Mon 21 Sep
8-K · Items 1.01, 2.03, 8.01 — Material agreement
Credit Acceptance extended two major financing facilities to September 2028. Term ABS 2019-2 ($500M) extended with 40 bps rate increase; Warehouse Facility II extended with 10 bps rate decrease. Both extensions secured continued access to capital.
Market attention has faded.
The shares became cheaper on AIR's value read.
The price trend weakened.
NVTS · Navitas Semiconductor Corp
8-K · Item 1.01 — Material agreement
Navitas Semiconductor acquired 1.46M shares of Magnachip Semiconductor for $5M ($3.42/share). Closing expected September 24, 2026. Magnachip committed to file Form S-3 registration statement within 30–90 days post-closing.
The gap narrowed — attention is catching up.
The price trend strengthened.
8-K · Items 1.01, 2.03 — Material agreement
Brown-Forman completed a $500M debt offering of 5.375% Notes due 2031. Proceeds designated for general corporate purposes including dividends, share repurchases, debt repayment, working capital, capex, acquisitions, and pension funding.
AIR measured this for the first time; no change to report.
8-K · Items 1.01, 2.03 — Material agreement
Insulet refinanced $475M in term loans with 0.25% lower interest margin and increased revolving credit facility by $250M to $750M total, reducing revolving margin by 0.25%-0.50%. Demonstrates improved credit profile and enhanced liquidity.
No notable change in AIR's read.
PRTH · Priority Technology Holdings, Inc.
8-K · Items 1.01, 5.02, 8.01 — Material agreement
Priority Technology Holdings agreed to be acquired by WD Capital Partners (controlled by CEO Thomas Priore) for $8.05/share cash. Company will be delisted from Nasdaq and become a private subsidiary. Supporting stockholders owning 61.4% have committed to the deal.
The gap narrowed — attention is catching up.
The price trend strengthened.
RXRX · Recursion Pharmaceuticals, Inc.
8-K · Item 1.01 — Material agreement
Recursion amended its Tempus Master Agreement, reducing annual fees from $42M to $14M while extending term to six years and eliminating convenience termination. Simultaneously licensed its TxFM RNA model to Tempus for $12M over two years in oncology applications.
More of the market is starting to notice.
The shares became cheaper on AIR's value read.
The price trend strengthened.
Fri 18 Sep
8-K · Item 1.01 — Material agreement
Credit Acceptance settled multi-state attorney general investigation with $15.5M penalty, $60M consumer remediation trust, and ~$634M debt relief to customers. Company must implement 5-7 year operational and disclosure requirements. No admission of wrongdoing.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
Beazer Homes obtained bondholder consents to amend Change of Control definitions in senior notes (2031 and 2032) so the pending Dream Finders merger will not trigger change-of-control provisions. Amendments become operative upon consent fee payment at merger close.
No notable change in AIR's read.
8-K · Items 1.01, 5.02, 8.01 — Material agreement
Mistras Group agreed to be acquired by H.I.G. Capital-affiliated funds for $20.35/share cash. Board unanimously approved. Transaction subject to stockholder vote, regulatory approvals, and customary closing conditions. 40-day go-shop period permitted.
No notable change in AIR's read.
EMAT · Evolution Metals & Technologies Corp.
8-K · Items 1.01, 2.03, 3.02 — Material agreement
EMAT raised $30.9M in convertible debentures from Yorkville with conversion at 95% of 5-day VWAP (floor at $5.02). Debentures mature in 2 years; 4% interest rising to 18% on default. Significant dilution risk and amortization triggers if stock falls below floor or 99% of Exchange Cap is used.
No notable change in AIR's read.
8-K · Items 1.01, 1.02, 2.03, 3.03 — Material agreement
Hecla Mining entered into a new $500M senior secured revolving credit facility maturing September 2030, replacing its existing July 2022 credit agreement. The new facility has less restrictive collateral requirements (equity pledges only vs. mortgage on Greens Creek mine).
No notable change in AIR's read.
Thu 17 Sep
8-K · Items 1.01, 2.03 — Material agreement
Hallador closed a $600M senior secured term loan facility ($550M funded at closing, $50M delayed draw) plus up to $75M revolving credit to fund the Turtle Creek 460-MW natural gas project (sub-$800M cost). Financing covers majority of capital needs; company expects to refinance post-commercial operation.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
Bank7 Corp. entered into definitive merger agreement to acquire Century Financial Services Corporation for ~$137.3M ($70M cash + 1.23M shares). Combined entity will have ~$3.3B assets, expanding into New Mexico market with Century's $1.2B legacy deposit base.
No notable change in AIR's read.
ENVA · Enova International, Inc.
8-K · Items 1.01, 2.03 — Material agreement
Enova's subsidiary amended its $535M securitization facility with extended revolving period to March 2028 and maturity to March 2029. Terms include Class A loans at SOFR+2.75% and Class B at SOFR+8.50%.
No notable change in AIR's read.
PDM · Piedmont Realty Trust, Inc.
8-K · Items 1.01, 2.03, 3.02 — Material agreement
PDM issued $230M of 2.875% exchangeable senior notes due 2031, with $30M option notes exercised. Proceeds will redeem higher-cost 9.250% notes due 2028, reducing interest expense. Company also repurchased ~5.4M shares concurrently.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
Paylocity amended and restated its revolving credit agreement with PNC Bank, replacing the 2019 facility. The new $1.75B facility matures in 2031 with $81.25M drawn at signing. Terms include standard covenants and pricing tied to leverage ratios.
No notable change in AIR's read.
EFC · Ellington Financial Inc.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
EFC issued $150M in 7.375% unsecured senior notes due 2030 in a private offering. Proceeds will be used for general corporate purposes, including repaying repurchase agreement borrowings and funding asset purchases.
No notable change in AIR's read.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
Amerant Bancorp completed a $50M senior notes offering at 7.00% due 2031, netting ~$48.4M. Proceeds designated for general corporate purposes including organic growth, debt repayment, and share repurchases.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
Burford issued $300M of 8.0% senior secured notes due 2029 to refinance existing 6.25% notes due 2028. The higher coupon rate and extended maturity increase debt service costs and financial obligations.
No notable change in AIR's read.
Wed 16 Sep
8-K · Item 1.01 — Material agreement
Mercury Systems extended CEO William L. Ballhaus's employment agreement through August 15, 2030. The company reaffirmed prior financial guidance issued on August 18, 2026. No material business changes disclosed.
No notable change in AIR's read.
8-K · Items 1.01, 1.02, 3.03 — Material agreement
Sturm Ruger terminated its shareholder rights plan effective immediately, accelerating expiration from October 13 to September 16, 2026. This follows satisfaction of regulatory conditions under a Strategic Cooperation Agreement with Beretta Holding announced in May.
No notable change in AIR's read.
OCSL · Oaktree Specialty Lending Corp
8-K · Item 1.01 — Material agreement
OCSL issued $300M of 7.000% unsecured notes due 2031. Proceeds will reduce senior secured revolving credit facility debt and fund general corporate purposes, including potential repayment of 2027 notes at maturity.
No notable change in AIR's read.
8-K · Items 1.01, 3.02 — Material agreement
Generac entered a long-term supply agreement with Amazon, issuing a warrant for up to 1.69M shares at $200.93/share. Initial deliveries expected to total $2.4B in 2027–2028, with vesting contingent on up to $8B in aggregate payments for backup generators for Amazon data centers.
No notable change in AIR's read.
ACRT · Cyberloq Technologies, Inc.
8-K · Item 1.01 — Material agreement
Company restructured convertible debt by consolidating notes, eliminating interest through 2028, converting prior accrued interest to equity at $0.10/share, and amending articles to create Class B non-voting shares.
No notable change in AIR's read.
CHRN · ChronoScale Holdings Corp
8-K · Item 1.01 — Material agreement
ChronoScale extended maturity of $2.0M term loan from September 2026 to November 2026 and permitted sale of subsidiary. Extension suggests difficulty meeting original obligations and potential distress.
No notable change in AIR's read.
EPRT · Essential Properties Realty Trust, Inc.
8-K · Items 1.01, 1.02, 2.03 — Material agreement
EPRT amended its credit agreement, increasing revolving facility from $1.0B to $1.3B, reducing pricing margins, releasing subsidiary guarantors, and repaying/terminating a Capital One facility.
No notable change in AIR's read.
Tue 15 Sep
8-K · Items 1.01, 2.03 — Material agreement
Capital Southwest Corporation issued $350M in 6.750% unsecured notes due 2031, netting ~$342.1M after fees. Proceeds will repay a portion of the senior secured revolving credit facility. Standard debt capital raise with no stated business impact.
No notable change in AIR's read.
IRDM · Iridium Communications Inc.
8-K · Item 1.01 — Material agreement
Iridium amended its credit agreement with lenders to permit the pending Rocket Lab merger to proceed without triggering a change-of-control clause. Post-closing, interest rates will increase and prepayment/exit fees will apply.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
WD amended its Master Repurchase Agreement with JPMorgan Chase Bank, extending the termination date to September 9, 2027. This is the ninth amendment to the facility since 2019, with terms detailed in an updated side letter.
No notable change in AIR's read.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
ARCC issued $750M of 6.250% unsecured notes due 2033. Proceeds will repay existing credit facility debt; company may reborrow for general corporate purposes and portfolio investments. Interest rate swap entered to convert fixed to floating rate.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
Calumet increased its credit facility commitments from $500M to $600M via the Eleventh Amendment to its Credit Agreement, effective September 11, 2026. Related monetization agreement amended to accommodate the expansion.
No notable change in AIR's read.
PURR · Hyperliquid Strategies Inc
8-K · Item 1.01 — Material agreement
Company amended its equity purchase agreement with Chardan Capital Markets, reducing per-share pricing to 98.5% and 97.0% of VWAP for future share sales after 160M shares sold. This represents dilution and weaker pricing terms.
No notable change in AIR's read.
OTF · Blue Owl Technology Finance Corp.
8-K · Items 1.01, 2.03 — Material agreement
Athena Funding III LLC (Blue Owl subsidiary) amended its loan facility, increasing maximum principal from $150M to $250M and modifying borrowing base conditions. Expansion signals lender confidence and increased capital availability.
No notable change in AIR's read.
LIND · Lindblad Expeditions Holdings, Inc.
8-K · Item 1.01 — Material agreement
Lindblad acquired 60% controlling interest in Antarctic expedition and aviation companies (White Desert Ltd, PNR Airways Ltd, Echo Charlie Ltd) for ~$61M cash plus ~$6M for balance sheet cash, with options to acquire remaining equity by 2031.
No notable change in AIR's read.
8-K · Items 1.01, 3.02 — Material agreement
HealthStream raised $40.0M via issuance of 1.36M shares at $29.50/share to WJRJJ Ventures. CEO Frist sold 144K shares. Investor has 42% stake in Empath Nursing, with which HealthStream has a strategic partnership. Proceeds for general corporate purposes and potential acquisitions.
No notable change in AIR's read.
PLSE · Pulse Biosciences, Inc.
8-K · Items 1.01, 1.02 — Material agreement
Pulse Biosciences entered into a new $85M equity distribution agreement with Mizuho, replacing a prior $75M agreement with TD Cowen. The company has already sold ~$68.8M under the August 2026 agreement, indicating ongoing dilution and capital needs.
No notable change in AIR's read.
8-K · Items 1.01, 1.02, 2.03, 3.02, 8.01 — Material agreement
Tenable completed an $800M convertible notes offering (upsized from $650M), generating ~$779M net proceeds. Funds used to repay term loans, repurchase $170.5M stock, and fund capped call transactions. Provides financial flexibility for acquisitions and strategic investments.
No notable change in AIR's read.
AAOI · Applied Optoelectronics, Inc.
8-K · Items 1.01, 2.03 — Material agreement
Applied Optoelectronics' subsidiary Global Technology leased a 38,312 sq meter manufacturing facility in Ningbo, China for 10 years at RMB 6.9M annual rent, with 3% increases every three years and tenant protections including right of first refusal.
No notable change in AIR's read.
Mon 14 Sep
8-K · Items 1.01, 3.02, 8.01 — Material agreement
Trilogy Metals closed a ~$35.6M strategic equity investment from the U.S. Department of War, making the government an ~10% shareholder. Proceeds fund exploration and development of Alaska's Upper Kobuk Mineral Projects, advancing domestic copper supply.
No notable change in AIR's read.
8-K · Items 1.01, 2.03, 3.02 — Material agreement
BKV issued $575M convertible senior notes due 2031 at 1.625% interest, netting ~$554.7M after fees. Proceeds allocated to capped call hedges ($64.7M), share repurchase ($35M), debt repayment, and capex.
No notable change in AIR's read.
PRDO · PERDOCEO EDUCATION Corp
8-K · Item 1.01 — Material agreement
Perdoceo signed definitive agreement to acquire South University for ~$130–150M upfront plus $18M deferred and up to $56M earn-out. South generated ~$291M revenue and $34M adjusted operating income in 2025 with ~10,500 students. Expected close April 2027; transaction expected immediately accretive to adjusted operating income in 2027.
No notable change in AIR's read.
PURR · Hyperliquid Strategies Inc
8-K · Item 1.01 — Material agreement
Company amended its ChEF Purchase Agreement with Chardan Capital Markets, adjusting VWAP-based pricing terms for potential future share sales. VWAP Purchase price set at 98.5% of VWAP; Off-Hour VWAP Purchase at 97.0%.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
HealthStream amended its revolving credit facility with Truist Bank. The $50M facility matures in 2031 with unchanged terms, including a 3.00x net funded debt leverage covenant and 3.00x interest coverage ratio requirement.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
Addus HomeCare agreed to acquire AccentCare's personal care and community care business outside New York for $275 million in cash. The transaction includes 10 operating entities across multiple states and certain assets, subject to regulatory approvals and Hart-Scott-Rodino clearance.
No notable change in AIR's read.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
Bally's secured $560M in senior secured term loans ($400M closing + $160M delayed draw) from WhiteHawk Capital Partners to fund pre-construction costs for the Bronx casino project and general corporate purposes. Financing expected to close Q3 2026 subject to regulatory approval.
No notable change in AIR's read.
Fri 11 Sep
8-K · Items 1.01, 1.02 — Material agreement
Oklo entered into a new $1B equity distribution agreement with 10 sales agents for at-the-market offerings. Simultaneously terminated prior $1B ATM program after selling ~$1B in shares. No net change in authorized capital raising capacity.
No notable change in AIR's read.
8-K · Items 1.01, 8.01 — Material agreement
Centrus completed a $500M underwritten offering of common stock and warrants. Company is in advanced discussions to acquire a domestic manufacturing supplier for $115–125M, targeting vertical integration and supply chain enhancement.
No notable change in AIR's read.
OCSL · Oaktree Specialty Lending Corp
8-K · Item 1.01 — Material agreement
OCSL entered into underwriting agreement to issue $300M of 7.000% Notes due 2031, with net proceeds of $296.5M. Closing expected September 16, 2026. Represents material capital raise for the specialty lending company.
No notable change in AIR's read.
8-K · Items 1.01, 8.01 — Material agreement
Hagerty's selling stockholder completed a secondary offering of 10.6M shares at $11.95/share. The offering was fully underwritten by Wells Fargo and J.P. Morgan. No direct impact on company operations or fundamentals disclosed.
No notable change in AIR's read.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
SI-BONE initiated a voluntary Class II recall of 98 iFuse TORQ implants due to tube packaging sterile barrier failure. Approximately 3,900 total implants require repackaging. Expected gross charge of up to $150,000 in Q3/Q4 COGS. Two implants already implanted; no adverse events reported to date.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
Cronos amended its share purchase agreement for CanAdelaar B.V. acquisition, extending the Long Stop Date from September 9, 2026 to October 15, 2026. No material terms altered; administrative extension only.
No notable change in AIR's read.
Thu 10 Sep
8-K · Items 1.01, 2.03 — Material agreement
MYR Group refinanced its credit facility, increasing revolving capacity from $490M to $690M and securing a five-year term loan. The expanded facility supports working capital, acquisitions, and general corporate purposes with improved financial flexibility.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
ACV Auctions entered into a definitive merger agreement with Copart Inc. on September 10, 2026. Copart will acquire all outstanding ACV shares via tender offer at $10.50 per share in cash, representing a material transaction with significant strategic implications for ACV shareholders.
No notable change in AIR's read.
DOCN · DigitalOcean Holdings, Inc.
8-K · Items 1.01, 2.03 — Material agreement
DigitalOcean secured $725M equipment financing facility (expandable to $1.025B) to fund GPU/CPU infrastructure for AI-Native Cloud platform capacity expansion, with 4-year maturity and attractive cost of capital.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
Bank7 Corp. won a court-supervised auction for ~71% of Century Financial Services Corporation, increasing purchase price from $68.0M to $88.96M. Closing remains subject to court approval and Federal Reserve regulatory clearance.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
Trustmark Bank sold 34 branch properties to Blue Owl for $91.7M, generating a $61.5M pre-tax gain, then leased them back under 15-year terms with 1.5% annual escalation. Concurrently, the company offset this gain by selling $629.9M of lower-yielding securities and purchasing $628.0M of higher-yielding securities, resulting in a $61.5M pre-tax loss.
No notable change in AIR's read.
CPS · Cooper-Standard Holdings Inc.
8-K · Item 1.01 — Material agreement
Cooper-Standard amended its ABL facility, increasing commitments by $20M to $200M total, extending maturity to September 2031, and reducing borrowing margins by 50-100 basis points while removing credit spread adjustments.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
Chemours, DuPont, and Corteva settled PFAS-related claims with North Carolina and 11 local entities for $455 million over 15 years. Chemours' 50% share (~$180 million actual, $210 million NPV) is covered by existing accruals. Settlement resolves litigation and acknowledges progress under 2019 Consent Order.
No notable change in AIR's read.
8-K · Items 1.01, 8.01 — Material agreement
Axogen announced definitive agreement to acquire BioCircuit Technologies for $200M cash. BioCircuit's NerveTape is FDA-approved sutureless nerve repair device. Transaction expected Q4 2026; anticipated accretive to revenue growth, adjusted EBITDA margin, and adjusted EPS in year one while maintaining positive free cash flow.
No notable change in AIR's read.
INGM · Ingram Micro Holding Corp
8-K · Items 1.01, 8.01 — Material agreement
Principal stockholder Ingram Holdco, LLC (Platinum Equity affiliate) conducted secondary offering of 13.125M shares at $27.25/share. Company repurchased 625K shares from underwriter using existing $175M program, leaving $53M capacity.
No notable change in AIR's read.
AAOI · Applied Optoelectronics, Inc.
8-K · Item 1.01 — Material agreement
AAOI exercised a purchase option to acquire a 153,928 sq ft facility in Houston for $26.78M cash on September 4, 2026. Property will be used for office, warehouse, light manufacturing and assembly purposes.
No notable change in AIR's read.
8-K · Items 1.01, 2.02, 2.03 — Material agreement
IBEX reported record FY2026 revenue of $644.1M (+15.4% YoY), net income of $46.3M (+25.7%), and adjusted EPS of $3.52 (+28.3%). Extended credit facilities to October 2029. Provided FY2027 guidance of $700-715M revenue (+9-11%) and $90-94M adjusted EBITDA (+9-14%).
No notable change in AIR's read.
Wed 9 Sep
8-K · Items 1.01, 2.02 — Material agreement
Signet renewed its credit card program agreement with Bread Financial through December 2035, securing exclusive issuer rights for branded cards across Kay, Jared, Zales, and regional brands. Agreement includes signing bonus and profit-share component.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
Centerspace entered into a definitive merger agreement with Independence Realty Trust (IRT) in an all-stock transaction. Centerspace shareholders will receive 3.8 IRT shares per Centerspace share. Both boards unanimously approved the deal, with closing expected by June 30, 2027.
No notable change in AIR's read.
IRT · Independence Realty Trust, Inc.
8-K · Items 1.01, 5.02 — Material agreement
IRT entered into a definitive merger agreement with Centerspace (CSR) on September 8, 2026. CSR shareholders will receive 3.8 IRT shares per CSR share. Both boards unanimously approved the transaction, intended to qualify as a tax-free reorganization.
No notable change in AIR's read.
8-K · Items 1.01, 1.02, 2.03 — Material agreement
LMB refinanced its credit facility, replacing a $125M Wintrust facility with a $300M PNC credit facility (5-year term). No early termination penalties incurred. Expanded borrowing capacity supports growth and operational flexibility.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
DEC entered into definitive agreements to acquire Birch Permian Holdings and affiliates for ~$1.8B, gaining ~46,000 net mineral acres in Midland Basin with 500 gross operated wells and midstream/water infrastructure. Closing expected Q4 2026.
No notable change in AIR's read.
Tue 8 Sep
BFH · Bread Financial Holdings, Inc.
8-K · Item 1.01 — Material agreement
BFH received regulatory approval for Comenity Bank merger (expected October 2026) and amended its $700M revolving credit facility with JPMorgan to permit the merger as a covenant exception. No material financial impact expected.
No notable change in AIR's read.
RGTI · Rigetti Computing, Inc.
8-K · Items 1.01, 3.02, 8.01 — Material agreement
Rigetti secured up to $100M in CHIPS Act funding from U.S. Department of Commerce for quantum computing R&D across three technical areas. Company issued 7.74M shares at $12.92/share to Department as inducement. Funding disbursed in tranches contingent on milestone achievement.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
DPC Holdings completed a $325M unsecured revolving credit facility with 6-bank syndicate, maturing September 2029, replacing pre-IPO secured debt. Expected to reduce interest expenses, increase liquidity, and extend maturities.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
AGNT entered into a stock purchase agreement to buy 8.69M shares from a trust benefiting the CEO's family members at $3.68/share (10% discount to 5-day VWAP). Audit committee approved as fair and in company's best interests.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
IPG Photonics entered into a definitive share purchase agreement to acquire Lumibird Medical for €300 million plus up to €50 million in earn-out consideration. Closing expected Q4 2026, subject to French regulatory approvals.
No notable change in AIR's read.
8-K · Items 1.01, 3.02, 5.02 — Material agreement
WAFD entered into a merger agreement with EverBank Financial Corp on September 6, 2026. EverBank will merge into WAFD, with WAFD as surviving corporation. EverBank shareholders will receive ~59.2% ownership post-merger; WAFD shareholders retain ~40.8%. Merger subject to regulatory approval and WAFD shareholder vote.
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
Blue Owl Capital completed a $398M CLO securitization transaction, issuing $267M in secured notes and $25M in Class A-L loans backed by ~$362M in middle-market loans. Proceeds support general corporate purposes and future loan originations through July 2030.
No notable change in AIR's read.
AMLX · Amylyx Pharmaceuticals, Inc.
8-K · Item 1.01 — Material agreement
Amylyx secured dual manufacturing and supply agreements with Bachem and Polypeptide for avexitide drug substance, with commitments beginning 2028. Polypeptide deal includes $30M upfront capacity reservation fee, establishing non-exclusive long-term supply infrastructure contingent on regulatory approval.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
Worthington Steel's German subsidiary executed a Domination and Profit and Loss Transfer Agreement with Kloeckner & Co SE, following completion of a voluntary takeover offer in June 2026. Agreement subject to 75% shareholder approval (vote expected October 23, 2026) and registration by January 1, 2027.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
Chime agreed to acquire Stride Bank for $590 million, gaining a national bank charter and infrastructure. Transaction expected immediately accretive to EPS with $100M+ net synergies. Closing targeted H1 2027 pending regulatory approval.
No notable change in AIR's read.
8-K · Items 1.01, 8.01 — Material agreement
D-Wave secured a $100M CHIPS Act award from the U.S. Department of Commerce for quantum R&D, disbursed in milestone-based tranches. Government will receive 7.1M discounted shares with limited voting rights and registration rights.
No notable change in AIR's read.
ECG · Everus Construction Group, Inc.
8-K · Items 1.01, 2.03 — Material agreement
ECG refinanced its credit facility, increasing term loans by $200M to $477.5M and revolving commitments by $125M to $350M. Pricing improved 25–50 bps across borrowing rates and fees. Proceeds fund Epsilon Industries acquisition and general corporate purposes.
No notable change in AIR's read.
Fri 4 Sep
OTF · Blue Owl Technology Finance Corp.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
OTF closed $150M private placement of 7.60% senior unsecured notes due 2032. This is the third financing since June 30, bringing total debt raised to $800M. Strengthens liquidity and financial flexibility for portfolio growth.
No notable change in AIR's read.
NTLA · Intellia Therapeutics, Inc.
8-K · Items 1.01, 2.03 — Material agreement
Intellia secured a $400M non-dilutive senior secured credit facility from OrbiMed. $75M funded upfront; $325M tied to FDA approval of lonvo-z, revenue targets, and equity milestones. Five-year term, matures September 2031.
No notable change in AIR's read.
MATW · Matthews International Corp
8-K · Items 1.01, 2.03 — Material agreement
Matthews amended its credit agreement to align terms post-divestitures. Revolving facility reduced from $700M to $650M; foreign borrowing capacity eliminated. Covenant relief period through end-2027 allows higher leverage ratios (5.25x initially, stepping down to 4.50x).
No notable change in AIR's read.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
Dorian LPG ordered three dual-fuel VLGC newbuildings (~$345M) for 2030 delivery and secured a $368.4M seven-year credit facility refinancing existing debt with improved terms and accordion capacity.
No notable change in AIR's read.
Thu 3 Sep
APOG · Apogee Enterprises, Inc.
8-K · Item 1.01 — Material agreement
Apogee Enterprises agreed to acquire GroGlass, a Latvia-based high-performance glass coatings provider, for €62.5M (~$72.5M) plus up to €10M earnout. Expected to contribute ~$30M revenue at ~25% EBITDA margin with ≥$4M annualized synergies within three years.
No notable change in AIR's read.
8-K · Items 1.01, 3.02 — Material agreement
XMax Inc. completed a private placement of 352,200 common shares at $8.417 per share for $2.96M aggregate proceeds with non-U.S. investors under Regulation S, with 18-month lock-up restrictions.
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
Herc Holdings amended its receivables financing agreement for the ninth time, increasing borrowing commitments and uncommitted allocations while extending maturity to August 31, 2027. This enhances liquidity availability.
No notable change in AIR's read.
Wed 2 Sep
8-K · Items 1.01, 2.03, 8.01 — Material agreement
No notable change in AIR's read.
COGT · Cogent Biosciences, Inc.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
Tue 1 Sep
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
PURR · Hyperliquid Strategies Inc
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
AAOI · Applied Optoelectronics, Inc.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 3.02 — Material agreement
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
Mon 31 Aug
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
FDS · Factset Research Systems Inc
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
FCFS · FirstCash Holdings, Inc.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
VCTR · Victory Capital Holdings, Inc.
8-K · Items 1.01, 3.02 — Material agreement
No notable change in AIR's read.
BMRN · Biomarin Pharmaceutical Inc
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
WOR · Worthington Enterprises, Inc.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
JAZZ · Jazz Pharmaceuticals plc
8-K · Items 1.01, 2.03, 3.02, 8.01 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 3.02, 8.01 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.02, 3.02 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 5.02 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
PCT · PureCycle Technologies, Inc.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
Fri 28 Aug
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 1.02, 8.01 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
CHH · Choice Hotels International Inc /De
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
HTZ · Hertz Global Holdings, Inc
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
Thu 27 Aug
THFF · First Financial Corp /In/
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
SOLS · Solstice Advanced Materials Inc.
8-K · Items 1.01, 1.02, 8.01 — Material agreement
No notable change in AIR's read.
VEL · Velocity Financial, Inc.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
CORZ · Core Scientific, Inc./tx
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
CON · Concentra Group Holdings Parent, Inc.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
Wed 26 Aug
NOG · Northern Oil & Gas, Inc.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
PRTH · Priority Technology Holdings, Inc.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
Tue 25 Aug
8-K · Items 1.01, 2.03, 8.01 — Material agreement
No notable change in AIR's read.
NVTS · Navitas Semiconductor Corp
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
RHP · Ryman Hospitality Properties, Inc.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
BCAX · Bicara Therapeutics Inc.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
Mon 24 Aug
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
AAOI · Applied Optoelectronics, Inc.
8-K · Items 1.01, 5.02 — Material agreement
No notable change in AIR's read.
Fri 21 Aug
STLN · Starling Oncology, Inc.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
JCAP · Jefferson Capital, Inc. / DE
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
WGO · Winnebago Industries Inc
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
AAOI · Applied Optoelectronics, Inc.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
ARE · Alexandria Real Estate Equities, Inc.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
ENVA · Enova International, Inc.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03, 3.02, 8.01 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 3.02 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
Thu 20 Aug
8-K · Items 1.01, 2.02 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
NJR · New Jersey Resources Corp
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
AMLX · Amylyx Pharmaceuticals, Inc.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 1.02, 2.03 — Material agreement
No notable change in AIR's read.
OTF · Blue Owl Technology Finance Corp.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
No notable change in AIR's read.
JHX · James Hardie Industries plc
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
HTZ · Hertz Global Holdings, Inc
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 1.02, 2.03, 3.02, 8.01 — Material agreement
No notable change in AIR's read.
NRGV · Energy Vault Holdings, Inc.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
Wed 19 Aug
8-K · Items 1.01, 2.03, 8.01 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
OPEN · Opendoor Technologies Inc.
8-K · Items 1.01, 2.03, 3.02, 8.01 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
No notable change in AIR's read.
SAIC · Science Applications International Corp
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
WEAV · Weave Communications, Inc.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
Tue 18 Aug
EXLS · ExlService Holdings, Inc.
8-K · Items 1.01, 1.02, 2.03 — Material agreement
No notable change in AIR's read.
BMRN · Biomarin Pharmaceutical Inc
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
UTI · Universal Technical Institute Inc
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03, 3.02, 8.01 — Material agreement
No notable change in AIR's read.
REXR · Rexford Industrial Realty, Inc.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
Mon 17 Aug
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 1.02, 2.03 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 8.01 — Material agreement
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.02, 2.03, 5.02 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
HTB · HomeTrust Bancshares, Inc.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
Fri 14 Aug
USPH · U S Physical Therapy Inc /NV
8-K · Items 1.01, 5.02, 8.01 — Material agreement
No notable change in AIR's read.
UCTT · Ultra Clean Holdings, Inc.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
ENVA · Enova International, Inc.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
Thu 13 Aug
OPEN · Opendoor Technologies Inc.
8-K · Items 1.01, 3.02 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
SNDA · Sonida Senior Living, Inc.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03, 3.02 — Material agreement
No notable change in AIR's read.
ABCL · AbCellera Biologics Inc.
8-K · Items 1.01, 8.01 — Material agreement
No notable change in AIR's read.
MPLT · MapLight Therapeutics, Inc.
8-K · Items 1.01, 2.02, 3.02 — Material agreement
No notable change in AIR's read.
LTH · Life Time Group Holdings, Inc.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
AMPX · Amprius Technologies, Inc.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
Wed 12 Aug
AVBP · ArriVent BioPharma, Inc.
8-K · Items 1.01, 2.02 — Material agreement
No notable change in AIR's read.
RHP · Ryman Hospitality Properties, Inc.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
SLN · Silence Therapeutics plc
8-K · Items 1.01, 8.01 — Material agreement
No notable change in AIR's read.
BXSL · Blackstone Secured Lending Fund
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
MAIN · Main Street Capital CORP
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
Tue 11 Aug
FRT · Federal Realty Investment Trust
8-K · Items 1.01, 2.03, 3.02, 8.01 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03, 3.02, 8.01 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 3.02 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 5.02 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 3.02, 8.01 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 8.01 — Material agreement
No notable change in AIR's read.
TRLV · Trulieve Cannabis Corp.
8-K · Items 1.01, 3.02, 3.03 — Material agreement
No notable change in AIR's read.
Mon 10 Aug
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
DV · DoubleVerify Holdings, Inc.
8-K · Items 1.01, 5.02 — Material agreement
No notable change in AIR's read.
RHP · Ryman Hospitality Properties, Inc.
8-K · Items 1.01, 8.01 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 3.02 — Material agreement
No notable change in AIR's read.
8-K · Items 1.01, 5.02 — Material agreement
No notable change in AIR's read.
SWKS · Skyworks Solutions, Inc.
8-K · Items 1.01, 2.03, 8.01 — Material agreement
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
BWMN · Bowman Consulting Group Ltd.
8-K · Items 1.01, 2.02, 5.02 — Material agreement
No notable change in AIR's read.
AHR · American Healthcare REIT, Inc.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
INVX · Innovex International, Inc.
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
JAZZ · Jazz Pharmaceuticals plc
8-K · Item 1.01 — Material agreement
No notable change in AIR's read.
SNDA · Sonida Senior Living, Inc.
8-K · Items 1.01, 3.02, 3.03 — Material agreement
No notable change in AIR's read.
MPT · Medical Properties Trust Inc
8-K · Items 1.01, 2.03 — Material agreement
No notable change in AIR's read.
CODI · Compass Diversified Holdings
8-K · Items 1.01, 2.02 — Material agreement
No notable change in AIR's read.
WBTN · WEBTOON Entertainment Inc.
8-K · Items 1.01, 2.02 — Material agreement
No notable change in AIR's read.
Research, not tips. Filings come from SEC EDGAR; AIR's read is recomputed every trading day. A price move is shown as a fact beside a filing, never as the reason it is listed.