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US SEC filing analysis
Read reviewed analyses of US SEC filings in English. Each report shows the form, the filing date, the scope of the analysis and the original filing.
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US filing forms
Includes amendments (/A).Narrow to 10-Q for quarterly results or 10-K for the annual report. 8-K and 6-K cover many kinds of events, including earnings releases.
US filing analysis
Sorted by SEC acceptance time (filing date when unavailable). Page 14 · 30 shown · up to 30 per page
WMB
The Williams Companies said Alan S. Armstrong notified the company that, effective at the end of the day on March 23, 2026, he was resigning from the Board of Directors to accept an appointment by Oklahoma Governor Kevin Stitt to serve as a United States Senator representing the State of Oklahoma.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 26, 2026
INCY
Incyte said on March 25, 2026 it changed Pablo J. Cagnoni's title to President, Incyte and Global Head of Research and Development, effective immediately, with him replacing William J. Meury as President, Incyte.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 26, 2026
TXN
Texas Instruments said Senior Vice President Hagop Kozanian announced his intention to retire effective August 31, 2026.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 25, 2026
RJF
Raymond James Financial said client assets under administration as of February 28, 2026 reached $1,828.4 billion (record $1.83 trillion as stated in the press release), up 16% from February 28, 2025 and up 1% from January 31, 2026.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 25, 2026
OKE
ONEOK said director Pattye L. Moore informed the Board of her decision to retire at the end of her current term on March 20, 2026 and not stand for re-election at the May 20, 2026 annual meeting of shareholders.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 25, 2026
EBAY
On March 19, 2026, the Board increased its size to 12 members and appointed Brian H. Sharples as a director, effective March 20, 2026. His term will expire at the Company's 2026 annual meeting of stockholders or at such time as his successor has been elected and qualified.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 24, 2026
WAT
Waters said its subsidiary Augusta SpinCo Corporation completed a public offering of $3.5 billion aggregate principal amount of senior notes on March 23, 2026. The notes consist of 5 series with maturities ranging from 2027 to 2036.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 23, 2026
STT
State Street said on March 19, 2026 its Board of Directors elected Susan Gordon as an independent director of the corporation.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 23, 2026
EG
Everest Group said on March 22, 2026 that its subsidiary EUGIL entered into a Purchase Agreement with The Wawanesa Mutual Insurance Company to sell all outstanding shares of Everest Insurance Company of Canada, representing the Company's Canadian Retail Insurance operations, for CAD 410 million, subject to adjustment.
US filing analysisUS8-K · Current reportPublished Oct 1, 2026SEC filing date Mar 23, 2026
DTE
DTE Energy provided 2026 operating earnings guidance of $1,585 - $1,615 and operating EPS guidance of $7.59 - $7.73. The company said this represents 6% - 8% growth over the 2025 guidance midpoint and that it is positioned to achieve the high end of the range due to RNG tax credits.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 23, 2026
DOC
Healthpeak Properties said that on March 23, 2026, concurrently with the completion of Janus Living, Inc.'s initial public offering, it entered into three amendments to credit agreements, which included the consent of the applicable lenders to the Janus IPO and the other transactions consummated in connection therewith.
US filing analysisUS8-K · Current reportPublished Oct 1, 2026SEC filing date Mar 23, 2026
SRE
Sempra said San Diego Gas & Electric Company, an indirect subsidiary of Sempra, closed its previously announced public offering of $625,000,000 aggregate principal amount of Series DDDD Bonds and $475,000,000 aggregate principal amount of Series EEEE Bonds on March 20, 2026.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 20, 2026
NEE
NextEra Energy said its subsidiary NextEra Energy Capital Holdings, Inc. (NEECH) sold $600 million principal amount of Series Z Junior Subordinated Debentures on March 20, 2026, maturing on April 15, 2086.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 20, 2026
FTV
Fortive entered into a third amended and restated credit agreement on March 17, 2026 with Bank of America, N.A. as administrative agent, providing for a 5-year revolving credit facility in an aggregate principal amount not to exceed $2.0 billion. The company said it did not borrow any funds on the closing date.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 20, 2026
SO
Southern Company entered into an Underwriting Agreement on March 16, 2026 with representatives of the Underwriters, covering the issue and sale of $1,300,000,000 aggregate principal amount of its Series 2026A 6.00% Fixed-to-Fixed Reset Rate Junior Subordinated Notes.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 19, 2026
CVS
CVS Health said on March 18, 2026 its Board of Directors elected John E. Gallina to serve on the Board, effective March 19, 2026.
US filing analysisUS8-K · Current reportPublished Oct 1, 2026SEC filing date Mar 19, 2026
BG
On March 17, 2026, Bunge completed the sale and issuance of $500 million aggregate principal amount of 4.800% Senior Notes due 2033 and $700 million aggregate principal amount of 5.150% Senior Notes due 2036 through Bunge Limited Finance Corp., its wholly-owned finance subsidiary.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 19, 2026
Sempra said on March 16, 2026 that San Diego Gas & Electric Company, an indirect subsidiary of Sempra, entered into an underwriting agreement with BofA Securities, Inc., Goldman Sachs & Co. LLC, RBC Capital Markets, LLC and Truist Securities, Inc., as representatives of the several underwriters.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 17, 2026
J
Jacobs Solutions entered into a Revolving Credit Agreement on March 16, 2026 for $1,500 million, with the revolving facility maturing on March 16, 2031. The company said it may increase the amount of availability under the revolving credit facility or establish an incremental term loan facility in an aggregate amount of up to $750 million if certain conditions are satisfied.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 17, 2026
Bunge Global said it completed the acquisition of Viterra Limited on July 2, 2025 in a stock and cash transaction and explained that it filed this 8-K to provide the financial statements and pro forma information of the acquired business.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 17, 2026
Waters said the BDS Business's total net sales for the 3 months ended December 31, 2025 were $766 million, below $834 million in the prior-year period, and operating income was $35 million, compared with $94 million in the prior-year period.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 16, 2026
PTC
PTC said it completed the divestiture of its Kepware and ThingWorx businesses to an affiliate of TPG and received cash proceeds of $523 million upon closing. This compared to the previous estimate of $525 million, reflecting closing adjustments of $42 million.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 16, 2026
PSA
Public Storage said on March 16, 2026 it agreed to acquire National Storage Affiliates in an all-stock transaction valued at an enterprise value of approximately $10.5 billion, with an exchange ratio of 0.14 shares of PSA common stock per NSA share or unit, representing $41.68 per share.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 16, 2026
NWS
News Corp said it held an Investor Briefing for Dow Jones on March 16, 2026 in New York City and filed the presentation materials as Exhibit 99.1 to Form 8-K.
US filing analysisUS8-K · Current reportPublished Oct 5, 2026SEC filing date Mar 16, 2026
INTU
On March 16, 2026, Intuit announced that its founder and executive leadership team terminated all of their outstanding pre-scheduled stock sales plans established under Rule 10b5-1.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 16, 2026
Everest Group entered into a Separation, Transition Services and General Release Agreement with its former Executive Vice President and General Counsel Ricardo Anzaldua as of March 13, 2026 in connection with its previously announced General Counsel transition.
US filing analysisUS8-K · Current reportPublished Oct 1, 2026SEC filing date Mar 16, 2026
COF
Capital One said Domestic Credit Card net charge-offs for the month ended February 28, 2026 were $1,094 million, with a net charge-off rate of 5.17%. The rate is calculated by dividing annualized net charge-offs for the period by average loans held for investment during the period.
US filing analysisUS8-K · Current reportPublished Oct 5, 2026SEC filing date Mar 16, 2026
BAX
Baxter International said that as of March 16, 2026, Joel Grade's service as Executive Vice President and Chief Financial Officer has ceased and, as of that date, he has transitioned into a non-executive officer role and will continue employment with the company in an advisory capacity through April 30, 2026.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 16, 2026
AXP
American Express disclosed that U.S. Consumer Card Member loans held for investment totaled $100.2 billion as of December 31, 2025, $97.2 billion as of January 31, 2026 and $95.1 billion as of February 28, 2026.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 16, 2026
WMT
Walmart said C. Douglas McMillon, a Director and former President and Chief Executive Officer, entered into a Rule 10b5-1 trading plan on March 10, 2026. Under the plan, he will sell 19,416 shares each month from June 2026 through January 2027, with a maximum aggregate of 155,328 shares.
US filing analysisUS8-K · Current reportPublished Oct 4, 2026SEC filing date Mar 13, 2026
These reports are reference information based on public facts such as filings and prices. They do not recommend buying or selling any security.