{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-22-234097","form_type":"8-K","ticker":"HNNA","cik":"0001145255","company_name":"HENNESSY ADVISORS INC","filed_at":"2022-08-30T23:59:59+00:00","discovered_at":"2026-05-14T18:03:55.087626+00:00","generated_at":"2026-06-23T19:13:35.725746+00:00","sec_items":["8.01","9.01"],"event_type":"m_and_a","sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"confidence":"high","headline":"Hennessy Advisors signs agreement to add $40M Stance ESG ETF, expanding into ETFs","bullets":["Signed definitive agreement with Stance Capital to manage Stance Equity ESG Large Cap Core ETF (NYSE: STNC) with ~$40M in assets.","Transaction expected to close in Q4 2022; Stance ETF will become series of Hennessy Funds Trust named Hennessy Stance ESG Large Cap ETF.","Stance Capital will remain sub-advisor; portfolio managers Bill Davis and Kyle Balkissoon to continue day-to-day management.","Subject to customary closing conditions, including SEC exemptive order, board and shareholder approvals; structured as tax-free reorganization."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-22-234097","json":"https://secwatch.observer/filing/0001193125-22-234097.json","markdown":"https://secwatch.observer/filing/0001193125-22-234097.md","text":"https://secwatch.observer/filing/0001193125-22-234097.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1145255/000119312522234097/0001193125-22-234097-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1145255/000119312522234097/d387649d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-23T19:13:35.725746+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}