Latest Schedule 13D activist filings

Discussions between Knutsen NYK Offshore Tankers AS and KNOT Offshore Partners LP's Conflicts Committee regarding a proposed acquisition have concluded without an agreement.

A consortium led by Chairwoman Alice H. Chang proposes to acquire all outstanding shares of Perfect Corp. not already owned by the group for $1.95 per share in cash, aiming to take the company private.

A consortium including CyberLink International Technology Corp. and Chairwoman Alice H. Chang has proposed to acquire Perfect Corp. for $1.95 per share in cash, aiming to take the company private.

Ping An Insurance Group and its affiliates have increased their beneficial ownership in Lufax Holding Ltd to 73.3% through convertible promissory notes, with conversion commencing by April 30, 2026.

Lululemon founder Dennis J. Wilson files an amended Schedule 13D, expressing concerns over governance, brand strategy, and North American sales performance, calling for further board changes.

Silver Lake Group and its affiliates have reduced their beneficial ownership in Dell Technologies Inc. Class C Common Stock through recent sales and distributions, while maintaining significant voting influence.

Nexus Capital Management and affiliates have significantly increased their beneficial ownership in Laird Superfood, Inc. to 56.7% following a $50 million preferred stock investment and the Navitas acquisition.

Blackstone entities have settled the first quarterly calculation period of their Forward Transactions for Bumble Inc. Class A Common Stock, resulting in the sale of over 7.4 million shares at $3.51 per share.

Pale Fire Capital and its affiliates have increased their beneficial ownership in Phreesia, Inc. to 12.7% of outstanding common stock, totaling 7,648,829 shares.

Sarissa Capital Management LP and Alexander J. Denner have reduced their beneficial ownership in Ironwood Pharmaceuticals Inc. to 5.6% and 5.8% respectively, following significant share sales.

Ronald M. Shaich and Act III entities increased their beneficial ownership in BJ's Restaurants Inc. to 8.4% through recent open market purchases.

A group of activist investors, including Timothy O'Connell and Haluk L. Bayraktar, have acquired a 7.9% stake in Airgain, Inc., advocating for a strategic sale of the company to unlock shareholder value.

Steel Partners Holdings L.P. and its affiliates have reduced their beneficial ownership in Green Dot Corp. Class A Common Stock to 4.0%, falling below the 5% threshold.

Steel Partners Holdings and its affiliates have reduced their beneficial ownership in Green Dot Corp. to 4.0% through a series of open market sales.

Polestar's major shareholders, including Eric Li and Geely affiliates, have finalized a previously disclosed PIPE transaction and entered into new put option arrangements.

Bryant R. Riley has terminated his loan agreement with Axos Bank, releasing all 2,681,587 previously pledged shares of BRC Group Holdings, Inc. common stock.

ArcelorMittal's significant shareholders, led by the Mittal family, have entered a share repurchase agreement to maintain their 44.6% stake during the company's ongoing buy-back program.

Major shareholders Dotmar Investments, Richard Burston, and Terrdian Holdings commit to rolling over equity into KONA Parent L.P. for the KORE Group Holdings merger.

New Enterprise Associates 17, L.P. and its affiliates reported a decrease in their beneficial ownership of Monte Rosa Therapeutics, Inc. common stock to 9.6% due to an increase in the issuer's outstanding shares.

Sit Investment Associates and Sit Fixed Income Advisors II have increased their beneficial ownership in MFS Government Markets Income Trust to 27.8%.

John V. Winfield's beneficial ownership in The InterGroup Corporation decreased to 69.7% after 100,000 stock options expired unexercised.

Newton Golf Company director Brett Widney Hoge and related entities increased their beneficial ownership to 6.7% through open market purchases and a $500,000 private placement of convertible notes and warrants.

A group of investors led by American Ventures LLC and Dominari Holdings Inc. has disclosed a beneficial ownership interest in XWELL, Inc., capped at 4.99% due to regulatory limitations.

INR (II) Investments, LLC has acquired 41.44% beneficial ownership in Infinity Natural Resources, Inc. through a $275 million Series A Convertible Preferred Stock purchase.

Activist investor Stilwell Group reaches a standstill agreement with Lake Shore Bancorp, securing a board seat for its nominee Dennis Pollack and withdrawing its proxy contest.

SUMA Acquisition Corp's sponsors and CEO Naseem Saloojee have filed a Schedule 13D, disclosing a collective beneficial ownership of 26.02% of the company's ordinary shares.

Bluescape Energy Partners and related entities filed an Amendment No. 13 to their Schedule 13D, reaffirming their beneficial ownership of 6.1% of Riley Exploration Permian, Inc. common stock.

Barington Companies and James A. Mitarotonda have increased their beneficial ownership in The Eastern Company to 11.36% through recent open market purchases and director fee share acquisitions.

Erich Spangenberg has resigned from Spectral AI's board and, along with ELS 1960 Family, L.P., has reduced beneficial ownership below 5%, dissolving a prior investor group.

Arlen D. Nordhagen, Vice Chairperson, commits to vote shares in favor of National Storage Affiliates Trust's merger with Public Storage.