SEC Filings Dashboard

Market Movers (8-K)

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NASDAQ
Microsoft Corporation has filed a Form 8-K to recast prior financial data to align with updated segment reporting structures, reflecting changes in how the company manages its business.
NASDAQ
KLA Corporation reported strong first quarter fiscal year 2027 results, with total revenues and EPS exceeding guidance, driven by demand in AI and advanced semiconductor technologies.
Better than expected
NASDAQ
Microsoft announced robust first-quarter fiscal year 2027 results, with revenue climbing 19% year-over-year to $92.3 billion, driven by strong performance in its cloud offerings.
Better than expected
NASDAQ
T-Mobile US announced robust third quarter 2026 results, showcasing industry-leading growth in service revenue, net income, and EPS, driven by strong account and ARPA expansion.
Better than expected
NASDAQ
Alphabet Inc. reported a robust third quarter of 2026 with consolidated revenues climbing 25% year-over-year to $127.6 billion, driven by strong performance in Google Services and record growth in Google Cloud.
Capital raise
Better than expected
NYSE
Oracle Corporation announced a long-term outlook targeting over $225 billion in total revenue by FY30, with a 35%+ CAGR, alongside strong profitability and free cash flow projections.
Capital raise
Better than expected

Quarterly Earnings (10-Q)

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NASDAQ
Microsoft Corporation reported a robust first quarter for fiscal year 2027, with total revenue surging 19% year-over-year to $92.3 billion, driven by substantial growth in its Agents and Infra segment, particularly Azure.
Better than expected
NASDAQ
T-Mobile US, Inc. announced a 7% increase in total revenues for the third quarter of 2026, driven by robust postpaid and equipment sales, alongside significant operating income growth.
NYSE
The Coca-Cola Company announced robust third-quarter results with increased net operating revenues and operating income, while managing ongoing legal challenges.
Better than expected
NYSE
Wells Fargo & Company announced its third quarter 2026 financial results, reporting an increase in net income and diluted EPS compared to the same period last year, while maintaining strong capital and liquidity.
NYSE
GE Vernova reported a significant increase in Q3 revenues and net income, bolstered by strategic acquisitions and robust performance across its Power and Electrification segments.
Better than expected
NYSE
The Boeing Company's Q3 2026 Form 10-Q filing reveals revenue growth driven by Defense, Space & Security, but persistent net losses and significant reach-forward losses on major aircraft programs continue to weigh on financial performance.
Worse than expected
Delay expected

Annual Reports (10-K)

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NASDAQ
Micron Technology, Inc. (MU) announced record-breaking fiscal year 2026 results, with revenue soaring to $133.19 billion, a 256% increase year-over-year, driven by significant growth in both DRAM and NAND sales.
Better than expected
NASDAQ
Costco Wholesale Corporation announced robust financial results for its fiscal year ended August 30, 2026, showcasing a 10% increase in net sales and a 14% rise in net income.
NASDAQ
Palo Alto Networks announced robust fiscal year 2026 results, with total revenue reaching $11.5 billion, driven by significant growth in subscription and support services and strategic acquisitions.
Worse than expected
NASDAQ
Cisco Systems, Inc. (CSCO) announced its fiscal year 2026 results, showcasing a 12% increase in total revenue to $63.3 billion, driven by robust demand in networking solutions, particularly AI infrastructure.
NASDAQ
Sandisk Corporation's annual report highlights a significant surge in revenue, particularly from its Datacenter and Edge segments, fueled by AI infrastructure demand, alongside substantial share repurchases.
Better than expected
NASDAQ
Lam Research Corporation's Form 10-K details a robust fiscal year 2026 with a 26% revenue increase and improved gross margins, driven by strong demand in the foundry market and customer support services.

Insider Trading (Form 4)

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NYSE
Kyle Malady, EVP and Group CEO-VZ Business of Verizon Communications Inc, sold 1,100 shares of common stock on October 27, 2026 for $43.00 per share.
NASDAQ
Marsida Saraci, VP, Chief Accounting Officer of Alphabet Inc., reported multiple transactions in common stock on October 25, 2026.
NASDAQ
John Kent Walker, President, Global Affairs, CLO of Alphabet Inc., reported multiple transactions in common stock on October 25, 2026.
NASDAQ
Philipp Schindler, SVP, Chief Business Officer of Alphabet Inc., reported multiple transactions in common stock on October 25, 2026.
NASDAQ
Ruth Porat, President and CIO of Alphabet Inc., reported multiple transactions in common stock on October 25, 2026.
NASDAQ
Anat Ashkenazi, SVP, Chief Financial Officer of Alphabet Inc., reported multiple transactions in common stock on October 25, 2026.

Proxy Statements (Def-14A)

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NASDAQ
Palo Alto Networks details fiscal 2026 achievements, including $11.48B revenue and $9.10B NGS ARR, alongside strategic acquisitions and governance updates in its definitive proxy statement.
NASDAQ
Tesla's 2026 Proxy Statement details upcoming shareholder votes on director elections, executive compensation, and auditor ratification, alongside updates on strategic initiatives and corporate governance.
Capital raise
NASDAQ
Lam Research Corporation has announced its 2026 Annual Meeting of Stockholders, scheduled for November 3, 2026, to elect directors, approve executive compensation, and ratify auditor appointments.
NASDAQ
KLA Corporation has announced its 2026 Annual Meeting of Stockholders, detailing director nominations, auditor ratification, and executive compensation, while highlighting significant fiscal year 2026 financial growth and robust governance.
NASDAQ
Seagate Technology Holdings plc has announced its 2026 Annual General Meeting of Shareholders, scheduled for October 24, 2026, to address director elections, executive compensation, and other corporate matters.
NYSE
Procter & Gamble announces its 2026 Annual Meeting of Shareholders, detailing director nominees, executive compensation, and shareholder proposals.

New Public Companies (S-1)

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NASDAQ
Sandisk Corporation has filed an S-1MEF registration statement to register an additional 1,764,768 shares of common stock, valued at approximately $67.94 million, for a public offering.
Capital raise
NASDAQ
Sandisk Corporation, recently spun off from Western Digital, has filed an amended S-1 registration statement for a secondary offering of 17 million shares by selling stockholders, while reporting a significant net loss of $1.618 billion for the nine months ended March 28, 2025, primarily due to a $1.8 billion goodwill impairment charge.
Capital raise
Worse than expected
NASDAQ
Sandisk Corporation, recently spun off from Western Digital, reported an 11% increase in net revenue for the nine months ended March 28, 2025, driven by strong Cloud segment growth, but recorded a substantial $1.8 billion goodwill impairment charge leading to a wider net loss.
Capital raise
Worse than expected
NASDAQ
SanDisk Corporation files an amendment to its Form S-1 registration statement, detailing a secondary offering of up to 28,827,787 shares of common stock by selling stockholder Western Digital Corporation.
Capital raise
NASDAQ
Western Digital intends to dispose of its remaining Sandisk shares through debt exchanges or distributions to shareholders, prompting an S-1 filing.
Capital raise
NYSE
GE Vernova, a global leader in the electric power industry, has completed its tax-free spin-off from General Electric Company and commenced trading on the New York Stock Exchange under the ticker symbol 'GEV'.

Institutional Holdings (13F)

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NYSE
Johnson & Johnson reported 15 holdings worth $761.7M for the period ended September 30, 2026.
NYSE
General Electric Co reported 2 holdings worth $471.8M for the period ended September 30, 2026.
NASDAQ
Cisco Systems, Inc. reported 5 holdings worth $294.3M for the period ended September 30, 2026.
NYSE
Goldman Sachs Group Inc reported 14,070 holdings worth $1,151.6B for the period ended June 30, 2026.
NASDAQ
Advanced Micro Devices Inc reported 6 holdings worth $1.3B for the period ended June 30, 2026.
NASDAQ
Nvidia Corp reported 8 holdings worth $63.4B for the period ended June 30, 2026.

Schedule 13D - Activist Investments

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NYSE
NextEra Energy and Florida Power & Light Company have amended their Schedule 13D filing to reflect a decrease in their beneficial ownership percentage of First Eagle Private Credit Fund's common shares.
NYSE
Eli Lilly and Company has disclosed a beneficial ownership of 19.9% in TRex Bio, Inc. following its recent Initial Public Offering.
NYSE
Bank of America Corp. and its subsidiary Banc of America Preferred Funding Corp. have reduced their holdings of Nuveen Minnesota Quality Municipal Income Fund's preferred shares due to a redemption.
NYSE
Bank of America entities have reduced their beneficial ownership of Nuveen Quality Municipal Income Fund preferred shares following a redemption event.
NYSE
Bank of America Corporation and Banc of America Preferred Funding Corp have filed an amendment to their Schedule 13D concerning Nuveen Municipal Credit Opportunities Fund's preferred shares, primarily related to an amendment of a purchase agreement.
NYSE
JPMorgan Chase & Co. and DNT Asset Trust file an amendment to their Schedule 13D regarding Blackrock MuniHoldings Fund, Inc. Preferred Shares, updating purchase and registration rights agreements.

Schedule 13G - Passive Investments

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NYSE
Bank of America Corp /DE/ has reported beneficial ownership of 5.9% of Cadiz Inc. common stock as of September 30, 2026.
NYSE
Bank of America Corporation has reported a beneficial ownership of 6.0% in USA TODAY Co., Inc., holding 8,821,725 shares as of September 30, 2026.
NYSE
Bank of America Corp /DE/ has reported beneficial ownership of 6.4% of Jasper Therapeutics, Inc. common stock as of September 30, 2026.
NYSE
Bank of America Corporation /DE/ has reported beneficial ownership of 868,538 shares, representing 6.9% of the outstanding common stock of Dine Brands Global, Inc.
NYSE
Bank of America Corp /DE/ has disclosed beneficial ownership of 2,205,390 shares, representing 7.4% of the outstanding common stock of Q32 Bio Inc.
NYSE
Bank of America Corporation /DE/ has filed an amendment to its Schedule 13G, reporting a beneficial ownership stake of 4.1% in IREN Ltd's ordinary shares as of September 30, 2026.