{"filings":[{"id":1008809,"accession_number":"0001704720-26-000117","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2026-06-11T22:25:39+00:00","items":["5.02","9.01"],"status":"ready","headline":"CFO Bryan Coy resigns; Brett Correia appointed interim CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Bryan D. Coy resigned as EVP and CFO on June 10, 2026; not due to any disagreement with the Company or Board.","Brett A. Correia, age 39, appointed interim CFO; previously served as Chief Accounting Officer since August 2019.","Company agreed to accelerate vesting of 21,327 restricted shares and pay up to six months base salary to Coy.","Correia will receive base salary of $300,000 and customary benefits; no employment agreement entered."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":13288,"accession_number":"0001704720-26-000104","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2026-05-11T20:15:15+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cannae Holdings reports Q1 2026 results but filing lacks specific financial figures","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Press release and Letter to Shareholders state results are posted to www.cannaeholdings.com; no numbers in the 8-K exhibits.","Quarterly earnings call scheduled for May 11, 2026 at 5:00 PM ET; dial-in details provided.","Telephonic replay available until May 25, 2026 via access code 11161481.","Webcast and replay also available on the Company's website."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":96200000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107506,"accession_number":"0001704720-26-000052","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2026-03-09T23:59:59+00:00","items":["1.02","9.01"],"status":"ready","headline":"Cannae terminates $50M margin loan backed by Alight shares, saving $0.4M annual fees","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Prepaid all outstanding obligations under $50M margin loan; no principal or interest outstanding, only $58,680.56 in accrued commitment fees.","Loan secured by 40,477,062 shares of Alight, Inc. common stock; collateral to be released and re-registered.","Termination eliminates approximately $0.4 million of annual commitment fees.","Does not materially impact liquidity; limited borrowing capacity cited as reason."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107505,"accession_number":"0001704720-26-000025","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2026-02-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Cannae Holdings Q4 2025 results released; SOTP shows illustrative NAV of $24.31/share","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Company posted Q4 2025 financial results to website; conference call at 5pm ET Feb 23 (dial-in: 844-826-3035).","Sum of the Parts analysis as of Feb 23, 2026: illustrative net asset value of $1.126B, or $24.31 per share.","Key holdings: BKFC $259.5M, Alight $92.9M, JANA $78M, Watkins $120.1M, CSI $92.7M.","Managing strategic alternatives for Restaurant Group; value not included in SOTP.","Holding company cash/short-term investments $146.6M; $47.5M debt outstanding on 5% FNF note."],"consensus_eps_estimate":-0.3825,"consensus_eps_actual":-9.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":423600000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123858,"accession_number":"0001704720-25-000226","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2025-12-16T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"CNNE shareholders reject say-on-pay, elect two activist nominees; board declassification approved","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Say-on-pay rejected: 23,109,186 votes against vs 21,467,005 for (51.8% against).","Board: two management nominees (Moullet, Stallings) and two Carronade nominees (Aboelnaga, Schaible) elected; Meinhardt and Willey not elected.","Board declassification approved: 44,322,070 votes for (99.3%); transition to annual elections by 2028.","Shareholder proposal to hire investment banker rejected (30.1M against, 14.1M for).","Grant Thornton ratified as auditor with 43.2M votes for (97.8% of votes cast)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123857,"accession_number":"0001704720-25-000224","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2025-12-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Cannae shareholders elect four directors; board declassification approved","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elected James Stallings, Barry Moullet, Mona Aboelnaga, Chérie Schaible to board.","Incumbents Erika Meinhardt and Frank Willey not re-elected; board thanks them.","Shareholders approved board declassification and auditor ratification.","Say-on-pay and shareholder proposal on investment banker engagement were not approved.","Preliminary results announced Dec 12, 2025; final certification expected in new 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123856,"accession_number":"0001704720-25-000172","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cannae Holdings announces Q3 2025 results; figures available on website","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Third-quarter 2025 financial results posted on Cannae's website, not reproduced in the filing.","Conference call scheduled for November 10, 2025 at 5:00pm ET to discuss results.","No specific revenue, EPS, or other financial metrics included in the 8-K exhibits.","Shareholder letter referenced but no detailed financial data provided in the filing."],"consensus_eps_estimate":-0.3009,"consensus_eps_actual":-7.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":320300000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140530,"accession_number":"0001704720-25-000106","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2025-08-28T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Cannae Holdings amends margin loan; capacity cut to $50M, rate reduced to SOFR+275bps, maturity to 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Facility capacity reduced from $150M to $50M; interest rate lowered from SOFR+310bps to SOFR+275bps.","Maturity extended to August 27, 2028; Dun & Bradstreet Holdings removed from collateral pool.","Outstanding balance repaid on August 26, 2025; no borrowings outstanding as of filing date.","Amendment executed by indirect subsidiary Cannae Funding A, LLC with Bank of America as administrative agent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140529,"accession_number":"0001704720-25-000091","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2025-08-26T23:59:59+00:00","items":["2.01","8.01","9.01"],"status":"ready","headline":"Cannae receives $630M from Dun & Bradstreet sale; plans $500M capital return","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total proceeds of $630M from D&B sale: $540.3M at closing + $90M from 10M shares sold in Q2 2025.","Plans to deploy $500M: $300M share repurchases, $60M for future dividends, and margin loan repayment.","Will invest $67.5M to increase JANA Partners stake to 50%; also $30M in JANA funds and $25M in Black Knight Football.","Invests $25M in Black Knight Football capital raise; multi-club operator showing strong success.","Annual shareholder meeting set for Dec 12, 2025; proxy deadline for proposals Sep 5, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140528,"accession_number":"0001704720-25-000081","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2025-08-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cannae Holdings reports Q2 2025 results; no specific figures in filing","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Q2 2025 results released via Letter to Shareholders posted on www.cannaeholdings.com.","Conference call scheduled for August 11, 2025 at 5:00pm ET (dial-in: 844-826-3035).","Replay available until August 25, 2025 via phone (code 10200582) or webcast.","No financial metrics (revenue, EPS, segment data) provided in the filing exhibits."],"consensus_eps_estimate":-0.2805,"consensus_eps_actual":-5.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":213400000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158226,"accession_number":"0001704720-25-000069","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Cannae Holdings dismisses Deloitte, appoints Grant Thornton as auditor for FY2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit Committee approved dismissal of Deloitte & Touche LLP and appointment of Grant Thornton LLP.","Deloitte's audits for FY2023 and FY2024 (unqualified opinions) contained no adverse opinion or modifications.","No disagreements or reportable events during FY2023, FY2024, and interim 2025 through May 22.","Grant Thornton confirmed completion of client acceptance procedures on May 27, 2025.","No prior consultations with GT on accounting principles or reportable matters."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158225,"accession_number":"0001704720-25-000063","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2025-05-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cannae Holdings announces Q1 2025 results but does not disclose specific figures in filing","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Financial results posted to company website; no specific numbers included in the 8-K or exhibits.","Conference call scheduled for May 12, 2025 at 5:00 PM ET to discuss Q1 results.","Letter to Shareholders referenced but not provided in the filing text.","No revenue, EPS, or segment data available from the furnished documents."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":103200000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158224,"accession_number":"0001704720-25-000062","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2025-05-12T23:59:59+00:00","items":["1.02","5.02","8.01","9.01"],"status":"ready","headline":"Cannae appoints new CEO, expands JANA stake to 50%, adds two independent directors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["William Foley transitions to non-executive Vice Chairman; Ryan Caswell named CEO; Doug Ammerman appointed Chairman.","Foley receives lump-sum payments of $3M (salary) and $14.196M (bonus), plus equity acceleration.","Cannae acquires additional 30% of JANA for $67.5M upfront, with up to $26M contingent, owning 50% post-close.","New independent directors William Royan and Woodrow Tyler elected, effective June 1, 2025.","Company plans to use at least $460M from expected D&B monetization for share repurchases, dividends, and debt repayment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176590,"accession_number":"0001704720-25-000027","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2025-03-25T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Cannae Holdings agrees to vote its 69M D&B shares in favor of Clearlake buyout","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Cannae owns 69,048,691 shares of Dun & Bradstreet (DNB) common stock.","Under Voting Agreement, Cannae must vote for the merger and against competing proposals.","Cannae may sell up to 10M of its DNB shares before merger close; remaining shares locked.","Cannae waives appraisal rights under Delaware law with respect to the merger.","The agreement terminates upon merger completion or termination of Merger Agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176589,"accession_number":"0001704720-25-000020","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2025-03-17T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Cannae amends CEO Foley pact with $19.50 share floor; directors' unvested awards vest if not reelected","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New employment agreement for EVP & CLO Sadowski: three-year term, $30k min salary, bonus and equity eligible.","Amended CEO Foley pact: on Good Reason termination, Cannae buys 50% of his shares at higher of $19.50 or 120% of closing price.","Directors' unvested restricted stock and equity awards vest immediately if not reelected by shareholders.","Changes approved March 14-17, 2025; Foley amendment effective March 17, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176588,"accession_number":"0001704720-25-000009","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2025-02-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cannae Holdings announces Q4 2024 results; details in shareholder letter","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Cannae Holdings (CNNE) posted Q4 and full year 2024 results to its website on Feb 24, 2025.","Conference call scheduled for Feb 24 at 5:00pm ET; dial-in: 1-844-826-3035 (domestic).","No specific financial figures (revenue, EPS) are provided in the 8-K exhibits; results available via Letter to Shareholders.","Investors can access replay through March 10, 2025, using access code 10195808."],"consensus_eps_estimate":null,"consensus_eps_actual":-4.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":452500000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193441,"accession_number":"0001704720-24-000082","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2024-11-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cannae announces Q3 2024 results; details posted on website, no figures in filing","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Press release states Q3 2024 financial results are available on Cannae's website; no specific metrics in this filing.","Conference call scheduled for November 12, 2024 at 5:00pm ET; dial-in and webcast details provided.","Full results are contained in the Letter to Shareholders (Exhibit 99.2), which is not reproduced in the submitted text."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":215900000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209757,"accession_number":"0001704720-24-000067","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cannae Holdings announces Q2 2024 results via website; no figures disclosed in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Quarterly results posted to www.cannaeholdings.com; no specific financial data in this 8-K.","Conference call scheduled for August 8, 2024 at 5:00pm ET; dial-in 1-800-245-3047.","Replay available through August 15, 2024; access code 11156356.","Letter to Shareholders furnished as Exhibit 99.2 but full text not included in filing text provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227938,"accession_number":"0001704720-24-000059","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2024-06-20T23:59:59+00:00","items":["3.03","5.03","5.07","9.01"],"status":"ready","headline":"Cannae Holdings redomiciles to Nevada; shareholders approve 5M share increase in incentive plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved redomestication from Delaware to Nevada at June 19 annual meeting; effective June 20.","Company states no change in business, management, assets, liabilities, or operations; same stock symbols.","Shareholder rights modified; Nevada law may differ from Delaware on governance matters.","Amended 2017 Omnibus Incentive Plan approved, increasing shares available by 5.0 million.","All proposals passed: director elections, advisory say-on-pay (1-year frequency), ratification of Deloitte as auditor."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227937,"accession_number":"0001704720-24-000048","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cannae Holdings reports Q1 2024 results; specific figures not available in filing text","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Q1 2024 financial results released; full letter to shareholders available on company website.","Conference call scheduled for May 9, 2024 at 5:00 pm ET.","Dial-in: 1-844-826-3035 (domestic) or 1-412-317-5195 (international); replay available until May 16.","Results posted on www.cannaeholdings.com."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":104200000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246701,"accession_number":"0001704720-24-000025","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2024-02-21T23:59:59+00:00","items":["3.02","7.01","9.01"],"status":"ready","headline":"Cannae Holdings partners with JANA Partners, acquires minority stake for shares and cash","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Issued 1.85M shares and paid $18.3M cash to JANA principals for a minority equity interest in JANA.","Committed to invest at least $50M into JANA funds; fees waived under management services agreement.","Partnership aims to source control acquisitions and strategic opportunities for Cannae.","JANA principals entered voting arrangements to support Cannae board and management.","Transaction closed simultaneously; shares subject to customary lock-up arrangements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246700,"accession_number":"0001704720-24-000022","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2024-02-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cannae Holdings reports Q4/FY2023 earnings; results posted to website, call at 5pm ET","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Filed Form 8-K with Item 2.02 for Q4 2023 earnings release and Letter to Shareholders.","Full results are not reproduced in the filing; refer to company website for specific figures.","Conference call scheduled for Feb 21, 2024 at 5:00 PM ET; dial-in and replay details provided."],"consensus_eps_estimate":null,"consensus_eps_actual":-4.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":499700000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246699,"accession_number":"0001704720-24-000016","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2024-02-14T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Cannae appoints Chairman Foley as CEO; Massey becomes Vice Chairman","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Richard Massey resigned as CEO and principal executive officer (effective Feb 10, 2024); appointed Vice Chairman and remains on Board.","Chairman William P. Foley II appointed CEO; President Ryan Caswell becomes principal executive officer.","Massey continues as director of Dun & Bradstreet and Alight, focusing on M&A and investor relations.","2023 management fees to Trasimene were $37.7M; Cannae invested $109.8M in Black Knight Football and $52.1M in Minden Mill."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264133,"accession_number":"0001704720-23-000094","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2023-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cannae repurchases 2.7M shares, records $134M impairments on System1 and Sightline","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Repurchased 2.7M shares at avg $19.06, returning $52M; board approved additional 10M share authorization.","Recorded $63.9M impairment on System1 (SST) and $70M impairment on Sightline Payments in Q3 2023.","D&B Q3 revenue $589M (above consensus $579M); adj. EBITDA $235M; organic constant-currency growth 4.8%.","Ceridian: sold 1M CDAY shares for $67M; raised FY guidance; Q3 revenue $377.5M (+19.6%).","Alight Q3 revenue $813M (+8.4%); adj. EBITDA $158M; $2.7B of 2024 revenue under contract."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264132,"accession_number":"0001704720-23-000081","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2023-10-04T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Cannae amends management agreement; fee cut to 1.25% above $2.5B, termination fee reduced to $20M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Management fee reduced from 1.5% to 1.25% for Cost of Invested Capital over $2.5 billion.","Base termination fee cut from ~$40M to $20M; $40M if triggered by third-party change of control.","New Related Person Transaction Committee required to review affiliate transactions.","Amended MSA has five-year initial term with automatic one-year renewals.","Effective September 30, 2023; amends and restates prior 2019 agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":281381,"accession_number":"0001704720-23-000076","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2023-08-21T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Cannae Holdings amends margin loan; extends maturity to Aug 2026, adds 40M Alight shares as collateral","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Loan maturity extended to August 17, 2026.","Spread increased to 3.75% under the amended Loan Agreement.","40 million shares of Alight, Inc. common stock added to collateral pool."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":281380,"accession_number":"0001704720-23-000069","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2023-08-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cannae repurchases 3.1M shares for $62M; System1 raises going-concern doubt","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["From May–July 2023, Cannae repurchased 3.1M shares at avg $19.72, returning $62M to shareholders.","System1 disclosed substantial doubt about going concern; a Cannae designee resigned from System1's board.","Dun & Bradstreet Q2 rev $555M (+3.9% organic CCY), adj. EBITDA $206M (37.2% margin).","Alight Q2 rev $806M (+13% YoY), adj. EBITDA $157M (+10.6%); >90% of 2023 revenue under contract.","Ceridian raised FY23 guidance; Q2 total rev $365.9M (+21.5%), Dayforce recurring rev +38%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":300179,"accession_number":"0001704720-23-000055","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2023-06-23T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Cannae Holdings annual meeting results: all director nominees elected; say-on-pay approved","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Three Class III directors (Harris, Holland, Linehan) elected with majority support; Harris received 41.1M for, 25.5M withheld.","Non-binding advisory vote on executive compensation passed: 63.0M for, 2.9M against, 0.7M abstain.","Ratification of Deloitte & Touche as auditor approved with 70.8M votes for, 44k against.","Broker non-votes totaled 4.9M shares on director elections and say-on-pay.","Record date April 24, 2023; 76.5M shares outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":300178,"accession_number":"0001704720-23-000052","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2023-05-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Cannae Holdings updates buyback: 8.4M shares remain, citing 44% discount to NAV","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Remaining authority to repurchase 8.4M shares (11% of outstanding) under 2022 repurchase program.","Shares trade at 44% discount to Net Asset Value per share; sufficient liquidity to complete buyback.","Repurchase program runs through August 3, 2025; purchases may be in open market or private transactions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":300177,"accession_number":"0001704720-23-000047","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2023-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cannae reports Q1 portfolio gains: D&B rev. $540M, Alight rev. $831M; $259M cash","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["D&B Q1 revenue $540M, adj EBITDA $190M above consensus; Cannae holds 79M shares ($853M value).","Alight Q1 rev. $831M (+15% YoY), adj EBITDA $154M (+8.5%); cumulative BPaaS bookings $1.5B milestone.","Ceridian Q1 rev. $370.6M, adj EBITDA $105.4M (+84%); Cannae sold 1M shares for $78M (13x return).","System1 delayed 2022 annual report; Cannae expects no material impact, holds 27.1M shares ($86M).","Liquidity: $259M cash, $85M FNF borrowings, $250M margin loan full; funded $40M to BKFE."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":209200000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":320234,"accession_number":"0001704720-23-000034","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2023-03-17T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Cannae settles derivative suit for $6M; governance reforms and fee cuts","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Settlement includes $6M cash payment to Cannae; court hearing set for June 8, 2023 to approve.","Governance changes: creation of Related Person Transaction Committee and new policy.","Management fee from Trasimene reduced from 1.5% to 1.25% for assets >$2.5B; termination fee capped.","Cannae to receive 75.1% ownership in Trasimene's broker-dealer business.","Settlement resolves claims over ISIP compensation, Ceridian IPO awards, and externalization."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":320233,"accession_number":"0001704720-23-000018","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2023-02-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cannae repurchased 10.8M shares ($225M) in 2022; sold AmeriLife at 2.7x; invested in AFC Bournemouth","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Repurchased 10.8M shares ($225M) in 2022, representing 12% of shares outstanding; since May 2021, returned ~$400M via buybacks.","Sold remaining 29% of AmeriLife for $95M; total cash proceeds $243M for 75% of initial investment, a 2.7x return; retains 5% stake valued at $89M.","Sold 1M Ceridian shares in Feb 2023 for $78M (13x return); now holds 5M shares (3% of CDAY).","Invested $86M in Computer Services (CSI) for ~9% interest; committed ~$133M for 50.1% of Black Knight Football (AFC Bournemouth).","Liquidity: $274M corporate cash; $85M drawn on FNF credit facility; $250M margin loan fully utilized."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":320232,"accession_number":"0001704720-23-000017","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2023-02-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Cannae Holdings appoints Ryan Caswell as President; David Ducommun resigns","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["David Ducommun resigned as President effective Feb 1, 2023; not due to any disagreement.","Ducommun will remain on boards of certain portfolio companies and assist on capital markets.","Ryan Caswell appointed President; he is a Managing Director at external manager Trasimene.","Caswell receives $1 base salary plus customary benefits; has indirect interest in MSA.","In 2022, Cannae incurred $40.1M management fee and $49.3M carried interest to Trasimene."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":338377,"accession_number":"0001704720-22-000068","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2022-11-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cannae Q3 net earns $55.3M ($0.69) vs loss; buys back 1.7M shares; monetizes AmeriLife and CorroHealth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net earnings $55.3M ($0.69 diluted EPS) vs net loss $121.0M ($(1.36)) in Q3 2021.","Operating revenue fell 11.5% to $164.5M; operating loss improved to $(21.3)M from $(24.8)M.","Repurchased 1.7M shares for ~$36M in Q3; YTD 8.9M shares for $185M (10% of shares outstanding since Dec 2021).","Sold 46% of AmeriLife stake for $148M net cash in Aug; to sell another 29% in Q4 for ~$95M; total $243M.","Finalized sale of CorroHealth for ~$79M cash; committed ~$126M as 50.1% LP in AFC Bournemouth acquisition."],"consensus_eps_estimate":null,"consensus_eps_actual":-5.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":222700000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":338376,"accession_number":"0001704720-22-000062","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2022-10-12T23:59:59+00:00","items":["1.02"],"status":"ready","headline":"Cannae terminates €523M debt commitment to John Textor for Olympique Lyonnais acquisition","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Cannae terminated a commitment letter for a credit facility of up to €523M to John Textor.","The facility was to fund Textor's acquisition of equity interests in Olympique Lyonnais Groupe SA.","Termination effective October 11, 2022; no reason disclosed in the filing.","Cannae had previously reported the commitment on June 20, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":355741,"accession_number":"0001704720-22-000055","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2022-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cannae reports Q2 net loss $263.3M; repurchases 5.8M shares from FNF; new 10M share buyback authorized","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net loss $263.3M (EPS -$3.15) vs income $176.4M in prior year; operating loss $27M.","Repurchased 5.8M shares from FNF at $18.81 avg; new 10M share buyback authorized; total 12.7M shares repurchasable.","Sold 2M Ceridian shares for $112.4M gross; holds 6M CDAY shares; sold 1.7M SST shares for $22.7M.","AmeriLife stake valued at $338M (2.8x cost); expects to monetize substantial portion in H2 2022.","After quarter end, sold 9.2M DNB shares for $127M gross; DNB initiates $0.05 quarterly dividend."],"consensus_eps_estimate":null,"consensus_eps_actual":-6.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":-116800000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":374009,"accession_number":"0001704720-22-000046","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2022-06-27T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Cannae Holdings shareholders elect four Class II directors at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Erika Meinhardt, Barry Moullet, James Stallings, Frank Willey elected with >54M votes each.","Non-binding say-on-pay resolution approved: 71,200,230 for, 3,084,700 against.","Ratification of Deloitte & Touche as auditor approved: 79,568,166 for.","84,916,034 shares outstanding; quorum present."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":374008,"accession_number":"0001704720-22-000042","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2022-06-24T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Cannae commits up to €523M credit facility to fund John Textor's acquisition of Olympique Lyonnais","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Cannae provided a €523M credit facility commitment to John Textor for his acquisition of Olympique Lyonnais equity through Eagle Football.","Cannae and William Foley intend to invest in Eagle Football, a planned multi-club soccer operator, under a non-binding letter of intent.","Eagle Football plans to acquire a majority equity interest in Olympique Lyonnais and holds stakes in Crystal Palace, Botafogo, and RWD Molenbeek.","Credit facility carries 8% annual interest, matures one year from closing; Cannae expects to syndicate a substantial portion to third parties.","Transactions are non-binding, subject to definitive documentation, and no guarantee of consummation or funding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":374007,"accession_number":"0001704720-22-000031","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2022-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cannae Q1 net loss $247.6M; $236M Paysafe impairment; book value per share falls to $35.79","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $247.6M (EPS -$2.88); operating loss $75.6M on total revenue of $167.4M.","Recorded $236M non-cash impairment on Paysafe investment due to fair value decline.","Repurchased 2M shares for $54M at avg $26.96; board authorized 7.5M additional shares.","Sold Optimal Blue for $578M (2.0x MOIC) in Feb 2022; received $144.5M cash and 21.8M DNB shares.","Book value per share fell to $35.79 from $38.38 at Dec 31, 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":-97800000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":392633,"accession_number":"0001193125-22-045685","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2022-02-18T23:59:59+00:00","items":["1.01","2.01","8.01","9.01"],"status":"ready","headline":"Cannae sells 20% Optimal Blue stake to Black Knight for $578M; 2x return in 18 months","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration: $144.5M cash + 21.8M shares of Dun & Bradstreet (DNB) valued at $433.5M.","Original investment of $289M returned 2x; deal closed Feb 15, 2022.","Cannae's DNB ownership increases from 68M shares (16%) to 88M shares (20%).","Chairman Foley cites expanded growth opportunities in D&B both organically and inorganically."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":392632,"accession_number":"0001704720-22-000014","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2022-02-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cannae Q4 net loss $109.3M; sells Optimal Blue for $578M, buys back 2.1M shares","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net loss of $109.3M ($1.24 diluted loss per share) vs. net income of $531.3M ($5.80 diluted EPS) a year ago.","Sold Optimal Blue interest to Black Knight for $578M (2.0x return) on Feb 15, 2022; received $144.5M cash, $433.5M DNB stock.","Repurchased 2.1M shares in Q4, 4.8M in 2021, 400K Jan 2022; 9.1M shares remain authorized.","Monetized $160M+ long-term assets in Q4, $200M in Jan 2022 including 3M Ceridian shares for $299M.","Book value per share $38.38 at Dec 31, 2021 vs $41.22 year ago; corporate cash $48.1M plus $500M undrawn credit."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":452500000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":392631,"accession_number":"0001704720-22-000003","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2022-01-27T23:59:59+00:00","items":["2.01","7.01","9.01"],"status":"ready","headline":"Cannae completes $248M backstop investment in System1/Trebia merger; holds ~26% of SST","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Cannae invested $248.3M via backstop facility; received 28.2M SST shares and 1.24M warrants post-close.","System1 (Trebia) business combination closed Jan 27, 2022; SST begins trading on NYSE Jan 28 under ticker SST.","Cannae now holds ~26% of SST; management retains ~68% and is not selling shares.","William P. Foley II and Frank Martire Jr. join System1 Board; CEO Michael Blend continues leading combined company.","Backstop agreement originally disclosed June 2021; Cannae committed up to $250M to fund redemptions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":411006,"accession_number":"0001704720-21-000089","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2021-11-15T23:59:59+00:00","items":["1.02","9.01"],"status":"ready","headline":"Cannae's $690M backstop agreement terminated after AAC-Wynn Interactive merger cancelled","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Mutual termination of AAC and Wynn Interactive merger on Nov 11, 2021 triggers automatic termination of Cannae's Backstop and Sponsor Agreements.","Cannae had committed to subscribe for up to $690M in AAC Class A shares to fund redemptions; obligation now terminated.","Cannae no longer has any funding obligation related to the proposed merger."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":411005,"accession_number":"0001704720-21-000082","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2021-11-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cannae reports Q3 net loss of $121M; records $392M impairment on Paysafe investment","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss attributable to common of $121.0M (EPS -$1.36) vs prior-year income of $131.9M (EPS $1.44); operating revenue $186.0M.","Recorded $391.8M other-than-temporary impairment on Paysafe (PSFE) investment; book value $418.8M vs cost $810.6M.","Book value per share fell to $39.36 from $41.22 at year-end 2020; total shareholder equity $3.5B.","Deployed $240M in Sightline Payments for ~33% stake; sold 1M Ceridian shares for $100M gross proceeds in Q3.","Year-to-date share repurchases of 2.73M shares for $96.5M; corporate cash $81M plus $600M undrawn credit facilities."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":355700000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":429756,"accession_number":"0001704720-21-000071","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2021-09-24T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Cannae Holdings to pay $1.1M mootness fee in derivative lawsuit over management services agreement","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Court ordered Cannae to pay $1.1M to plaintiff's counsel for mootness fee; claim over MSA termination provisions dismissed as moot in Feb 2021.","Remaining derivative claims against directors stayed until Jan 2022 pending Special Litigation Committee investigation.","Company will vigorously contest remaining claims; litigation originates from Oklahoma Firefighters Pension & Retirement System suit."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":429755,"accession_number":"0001704720-21-000055","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2021-08-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cannae reports Q2 net earnings $176.4M ($1.94 EPS); adj EBITDA $108.1M; repurchased 2.73M shares","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net earnings of $176.4M ($1.94 diluted EPS) vs $475.3M ($5.87) a year ago; adjusted EBITDA $108.1M vs $22.7M.","Book value per share $40.71 at June 30, 2021, up 20% from $34.00 a year earlier.","Repurchased 2.73M shares (nearly 3% of outstanding) for $96.5M at avg $35.33.","Committed up to $690M backstop for Austerlitz I/Wynn merger (EV ~$3.2B) and up to $200M for Trebia/System1 (EV ~$1.4B).","Monetized $175M in Ceridian shares and $186M in DNB shares; sold Village Inn/Bakers Square for $13.5M (closed July 30)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.62,"consensus_revenue_estimate":null,"consensus_revenue_actual":337200000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":429754,"accession_number":"0001193125-21-211072","cik":1704720,"company_name":"Cannae Holdings, Inc.","ticker":"CNNE","form_type":"8-K","filed_at":"2021-07-09T23:59:59+00:00","items":["2.01","9.01"],"status":"ready","headline":"Cannae Holdings closes $250M PIPE investment and acquires additional shares, holds 10.1% of Alight Class A stock","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Cannae purchased 25M shares of Alight Class A common stock at $10/share ($250M) in PIPE investment.","Cannae also acquired 15M Forward Purchase Shares and 5M warrants for $150M, plus 5.2M shares for $52.4M.","Upon closing, Cannae holds ~10.1% of Alight Class A common stock and ~8.6% of total voting power.","Cannae received a 2% fee on the PIPE investment from Alight."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":644607229.5154215,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}