Generated October 14, 2026 at 8:31 PM ET
· Covers October 14 trading day
· 10 of 166 ready 8-Ks selected
· AI-assisted overview
Today's selected filings include multiple M&A events: National Fuel Gas Co. (NFG) announced board approval of a tax-free spin-off of Integrated Upstream and Gathering expected in the second half of 2027; Mubadala Capital completed its $6.2 billion acquisition of Clear Channel Outdoor Holdings (CCO) at $2.43 per share in cash; and Flex Ltd. (FLEX) closed its $4.4 billion cash acquisition of EPC Power Corp. United Therapeutics (UTHR) disclosed a patent litigation settlement under which Liquidia will pay $330.4 million and remove the PH-ILD indication from Yutrepia's label. State Street (STT) reported Q3 2026 diluted EPS of $3.69, revenue of $4.0 billion, and record AUC/A of $59.2 trillion. Regulatory and litigation items included Nasdaq deficiency notices for AMASS Brands (AMSS) and Plum Acquisition Corp. IV (PLMK), an EMA Orphan Drug Designation for Quoin Pharmaceuticals' (QNRX) QRX003, and stockholder suits over mergers at Nathan's Famous (NATH) and Integer Holdings (ITGR).
regulatory
negative
materiality 0.65
October 14, 2026, 4:30 PM ET
AMASS Brands hit with Nasdaq minimum bid price notice; deadline April 7, 2027
- Nasdaq letter dated Oct 9, 2026: bid price closed below $1.00 for 30 consecutive business days (Aug 26-Oct 8, 2026), breaching Rule 5450(a)(1).
- 180-calendar-day grace period runs through April 7, 2027; compliance requires a $1.00+ closing bid for at least 10 consecutive business days.
- If not cured, AMSS could get a second 180-day period by moving from Nasdaq Global Market to Nasdaq Capital Market and meeting its listing standards.
M&A
positive
materiality 0.90
October 14, 2026, 6:40 AM ET
National Fuel to spin off Integrated Upstream and Gathering in tax-free separation by H2 2027
- Board approved tax-free spin-off of IUG; NFG shareholders to receive at least 80.1% of IUG shares pro rata, with NFG retaining up to 19.9%.
- Separation expected completed in second half of 2027, subject to Form 10 effectiveness, financing arrangements, and final board approval.
- Post-spin NFG becomes 100% rate-regulated with ~$5B rate base, 1.1M utility customers across OH/NY/PA, 77 Bcf storage, ~5 Bcf/d contracted transport.
CCO
Clear Channel Outdoor Holdings, Inc.
M&A
positive
materiality 0.85
October 14, 2026, 3:32 PM ET
Mubadala Capital completes $6.2B acquisition of Clear Channel Outdoor; $2.43/share cash, stock delisted from NYSE
- Merger closed October 14, 2026: each share converted into $2.43 in cash; total consideration to equityholders ~$1.3B; transaction valued at ~$6.2B.
- Funding: ~$3.3B equity investment by funds affiliated with MIC Capital Management UK LLP (Mubadala), $100M incremental term loans, and Company cash on hand.
- Company deposited ~$1,872.7M with U.S. Bank trustee to pay Oct 15, 2026 interest on 7.750% 2028 Notes and redeem all 2028 and 7.500% 2029 Notes at 100% principal on Oct 24, 2026.
M&A
positive
materiality 0.85
October 14, 2026, 8:13 AM ET
Flex closes $4.4B EPC Power acquisition; funds with $3.3B term loan and $1.1B bridge
- Completed acquisition of EPC Power Corp. for $4.4B cash on Oct 14, 2026; EPC Power now part of Flex's Cloud and Power Infrastructure segment.
- Funded via $3.3B term loan Credit Facility, $1.1B Bridge Credit Facility, and cash on hand; both facilities mature Oct 13, 2027 (364 days).
- Covenants require Debt/EBITDA not exceeding 4.50x and Interest Coverage of at least 3.00x as of each fiscal quarter-end.
UTHR
UNITED THERAPEUTICS Corp
litigation
positive
materiality 0.78
October 14, 2026, 7:00 AM ET
UT settles Liquidia patent suits: $330.4M inflow, Yutrepia PH-ILD label removal
- Liquidia to pay UT $330.4M: $185M within 30 business days for past Yutrepia PH-ILD sales, plus $145.4M in two $72.7M installments due Jan 31 and Apr 30, 2027.
- UT to pay Liquidia $10M to settle the RareGen/Sandoz antitrust case; Liquidia must obtain Sandoz consent to secure dismissal.
- Liquidia must file an FDA amendment stripping the PH-ILD indication from Yutrepia's label, halt PH-ILD promotion/detailing, and end ASCENT PH-ILD trial cohorts.
PLMK
Plum Acquisition Corp, IV
regulatory
negative
materiality 0.55
October 14, 2026, 5:15 PM ET
Plum Acquisition Corp. IV gets Nasdaq notice over 400-holder listing rule breach
- Nasdaq notice dated Oct 7, 2026 says Plum fails Listing Rule 5450(a)(2), which requires at least 400 total holders for Global Market listing.
- Notice is a deficiency notification only and has no immediate effect on listing or trading of PLMK units, Class A shares or warrants.
- Company has 45 calendar days to submit a compliance plan; Nasdaq may grant an extension of up to 180 calendar days from the notice date.
QNRX
Quoin Pharmaceuticals, Ltd.
regulatory
positive
materiality 0.55
October 14, 2026, 6:35 AM ET
Quoin's QRX003 wins EMA Orphan Drug Designation for Peeling Skin Syndrome
- EMA granted Orphan Drug Designation to lead candidate QRX003 for Peeling Skin Syndrome on Oct 14, 2026, giving 10 years of EU market exclusivity if approved.
- Quoin says it is on track to initiate the first-ever formal clinical study in Peeling Skin Syndrome before year end.
- Designation is the eighth regulatory milestone for QRX003, which also holds US FDA Pediatric Rare Disease and Fast Track designations for the indication.
NATH
NATHANS FAMOUS, INC.
litigation
negative
materiality 0.60
October 14, 2026, 4:49 PM ET
Nathan's Famous faces merger suits; supplemental proxy shows Jefferies valuations mostly below $102 deal price
- Two NY Supreme Court suits filed Sept. 30, 2026 (Robert Jones, William Johnson) allege Nathan's proxy for the Smithfield merger was false/misleading; seek injunction, rescission, damages.
- 15 stockholder demand letters plus two DGCL Section 220 books-and-records demands challenge proxy disclosures ahead of Oct. 23, 2026 special meeting; company denies merit.
- Supplemental disclosure: Jefferies selected-companies analysis implies $57.55-$78.60 (CY25E) and $65.70-$90.80 (CY26E) per share vs $102.00 merger consideration.
ITGR
Integer Holdings Corp
litigation
negative
materiality 0.55
October 14, 2026, 8:47 AM ET
Integer Holdings hit with three stockholder suits over KKR merger; supplements proxy, DCF range $98.93-$140.68
- Three stockholder suits filed (Delman Oct 6 Chemung; Kent Sept 24; Walsh Sept 23 NY Cnty) alleging proxy omissions, seeking to enjoin the KKR merger.
- Attorneys for 13 purported stockholders sent similar demand letters; Integer denies all claims as without merit.
- Integer voluntarily supplemented its Sept 14 proxy; special meeting to approve merger set for Oct 21, 2026, 9 a.m. Central Time.
earnings
positive
materiality 0.75
October 14, 2026, 7:30 AM ET
State Street Q3 2026 EPS $3.69 (+33%); revenue $4.0B, record $59.2T AUC/A
- Diluted EPS $3.69 vs $2.78 in 3Q25 (+33%); net income $1,090M (+27%); total revenue $4,004M (+13%); pre-tax margin 34.6%; ROTCE 25.1%.
- Fee revenue $3,140M (+11%): servicing +10%, management +20%, FX trading +17%, securities finance +9%; NII $864M (+21%) on NIM of 1.12% (+16 bps).
- Record AUC/A $59.2T (+15%) and AUM $6.3T (+16%); new wins of $68M servicing fees and $429B AUC/A; $332M fees and $2.98T AUC/A to be installed.