Machine-readable event card
- schema_version
- secwatch.filing_event.v1
- accession
- 0001193125-24-130840
- form_type
- 8-K
- ticker
- null
- cik
- 0001110805
- company_name
- NuStar Energy L.P.
- filed_at
- 2024-05-03T23:59:59+00:00
- discovered_at
- 2026-05-14T18:03:17.329910+00:00
- generated_at
- 2026-06-02T22:53:57.840178+00:00
- sec_items
- ["1.01", "2.01", "3.01", "8.01", "3.02", "3.03", "5.01", "5.02", "5.03", "7.01", "9.01"]
- event_type
- m_and_a
- sentiment
- positive
- materiality_score
- 0.9
- calibrated_materiality_score
- 0.9
- confidence
- high
- secwatch_canonical_url
- https://secwatch.observer/filing/0001193125-24-130840
- json_url
- https://secwatch.observer/filing/0001193125-24-130840.json
- markdown_url
- https://secwatch.observer/filing/0001193125-24-130840.md
- text_url
- https://secwatch.observer/filing/0001193125-24-130840.txt
- edgar_index_url
- https://www.sec.gov/Archives/edgar/data/1110805/000119312524130840/0001193125-24-130840-index.htm
- edgar_primary_document_url
- https://www.sec.gov/Archives/edgar/data/1110805/000119312524130840/d806420d8k.htm
- generated_by_model
- deepseek-v4-flash:cloud@v2
- review_status
- machine_generated
- human_reviewed
- false
- corrected
- false
- correction_note
- null
- correction_timestamp
- null
- superseded_by
- null
Key facts
Extracted from this filing and checked against the source text.
Executive change
SEC 8-K Item 5.02
confidence 0.95
Brian A. Hand was appointed as Chief Sales Officer at NuStar Energy L.P..
- Action
- appointed
- Role
- Chief Sales Officer
Exact text from the filing
pursuant to and in connection with the Merger, Joseph Kim (President, Chief Executive Officer), Dylan A. Bramhall (Chief Financial Officer), Christopher R. Curia (Executive Vice President, Human Resources), Karl R. Fails (Chief Operating Officer), Scott Grischow (Senior Vice President, Finance and Treasurer), Brian A. Hand (Chief Sales Officer), Austin Harkness (Executive Vice President, Commercial), Peggy Harrison (Assistant Secretary), Robert M. Kerrigan III (Senior Vice President, Human Resources & Administration), Darryl Krebs (Vice President, Tax)
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
David Skidmore was appointed as Director at NuStar Energy L.P..
- Action
- appointed
- Role
- Director
Exact text from the filing
Effective as of the Effective Time, Joseph Kim, Karl Fails, W. Brett Smith, Oscar Alvarez and David Skidmore were appointed as directors of NuStar Managing GP.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Karl Fails was appointed as Director at NuStar Energy L.P..
- Action
- appointed
- Role
- Director
Exact text from the filing
Effective as of the Effective Time, Joseph Kim, Karl Fails, W. Brett Smith, Oscar Alvarez and David Skidmore were appointed as directors of NuStar Managing GP.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Austin Harkness was appointed as Executive Vice President, Commercial at NuStar Energy L.P..
- Action
- appointed
- Role
- Executive Vice President, Commercial
Exact text from the filing
pursuant to and in connection with the Merger, Joseph Kim (President, Chief Executive Officer), Dylan A. Bramhall (Chief Financial Officer), Christopher R. Curia (Executive Vice President, Human Resources), Karl R. Fails (Chief Operating Officer), Scott Grischow (Senior Vice President, Finance and Treasurer), Brian A. Hand (Chief Sales Officer), Austin Harkness (Executive Vice President, Commercial), Peggy Harrison (Assistant Secretary), Robert M. Kerrigan III (Senior Vice President, Human Resources & Administration), Darryl Krebs (Vice President, Tax)
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Dylan A. Bramhall was appointed as Chief Financial Officer at NuStar Energy L.P..
- Action
- appointed
- Role
- Chief Financial Officer
Exact text from the filing
pursuant to and in connection with the Merger, Joseph Kim (President, Chief Executive Officer), Dylan A. Bramhall (Chief Financial Officer), Christopher R. Curia (Executive Vice President, Human Resources), Karl R. Fails (Chief Operating Officer), Scott Grischow (Senior Vice President, Finance and Treasurer), Brian A. Hand (Chief Sales Officer), Austin Harkness (Executive Vice President, Commercial), Peggy Harrison (Assistant Secretary), Robert M. Kerrigan III (Senior Vice President, Human Resources & Administration), Darryl Krebs (Vice President, Tax)
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Robert J. Munch resigned as Director at NuStar Energy L.P..
- Action
- resigned
- Role
- Director
Exact text from the filing
In connection with the consummation of the Merger, and as of the Effective Time, Bradley C. Barron, J. Dan Bates, Jelynne LeBlanc Burley, William B. Burnett, Ed A. Grier, Dan J. Hill, Robert J. Munch, W. Grady Rosier, Martin Salinas, Jr. and Suzanne Allford Wade, being all of the directors of NuStar Managing GP immediately prior to the Effective Time, resigned from the board of directors of NuStar Managing GP (and from all of the committees thereof).
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
William B. Burnett resigned as Director at NuStar Energy L.P..
- Action
- resigned
- Role
- Director
Exact text from the filing
In connection with the consummation of the Merger, and as of the Effective Time, Bradley C. Barron, J. Dan Bates, Jelynne LeBlanc Burley, William B. Burnett, Ed A. Grier, Dan J. Hill, Robert J. Munch, W. Grady Rosier, Martin Salinas, Jr. and Suzanne Allford Wade, being all of the directors of NuStar Managing GP immediately prior to the Effective Time, resigned from the board of directors of NuStar Managing GP (and from all of the committees thereof).
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Karl R. Fails was appointed as Chief Operating Officer at NuStar Energy L.P..
- Action
- appointed
- Role
- Chief Operating Officer
Exact text from the filing
pursuant to and in connection with the Merger, Joseph Kim (President, Chief Executive Officer), Dylan A. Bramhall (Chief Financial Officer), Christopher R. Curia (Executive Vice President, Human Resources), Karl R. Fails (Chief Operating Officer), Scott Grischow (Senior Vice President, Finance and Treasurer), Brian A. Hand (Chief Sales Officer), Austin Harkness (Executive Vice President, Commercial), Peggy Harrison (Assistant Secretary), Robert M. Kerrigan III (Senior Vice President, Human Resources & Administration), Darryl Krebs (Vice President, Tax)
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
W. Brett Smith was appointed as Director at NuStar Energy L.P..
- Action
- appointed
- Role
- Director
Exact text from the filing
Effective as of the Effective Time, Joseph Kim, Karl Fails, W. Brett Smith, Oscar Alvarez and David Skidmore were appointed as directors of NuStar Managing GP.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Dan J. Hill resigned as Director at NuStar Energy L.P..
- Action
- resigned
- Role
- Director
Exact text from the filing
In connection with the consummation of the Merger, and as of the Effective Time, Bradley C. Barron, J. Dan Bates, Jelynne LeBlanc Burley, William B. Burnett, Ed A. Grier, Dan J. Hill, Robert J. Munch, W. Grady Rosier, Martin Salinas, Jr. and Suzanne Allford Wade, being all of the directors of NuStar Managing GP immediately prior to the Effective Time, resigned from the board of directors of NuStar Managing GP (and from all of the committees thereof).
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Peggy Harrison was appointed as Assistant Secretary at NuStar Energy L.P..
- Action
- appointed
- Role
- Assistant Secretary
Exact text from the filing
pursuant to and in connection with the Merger, Joseph Kim (President, Chief Executive Officer), Dylan A. Bramhall (Chief Financial Officer), Christopher R. Curia (Executive Vice President, Human Resources), Karl R. Fails (Chief Operating Officer), Scott Grischow (Senior Vice President, Finance and Treasurer), Brian A. Hand (Chief Sales Officer), Austin Harkness (Executive Vice President, Commercial), Peggy Harrison (Assistant Secretary), Robert M. Kerrigan III (Senior Vice President, Human Resources & Administration), Darryl Krebs (Vice President, Tax)
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Edward Pak was appointed as Assistant General Counsel and Assistant Secretary at NuStar Energy L.P..
- Action
- appointed
- Role
- Assistant General Counsel and Assistant Secretary
Exact text from the filing
Edward Pak (Assistant General Counsel and Assistant Secretary) and Rick Raymer (Vice President, Controller and Principal Accounting Officer), the officers of Merger Sub as of immediately prior to the Effective Time, were appointed as the officers of NuStar Managing GP.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Suzanne Allford Wade resigned as Director at NuStar Energy L.P..
- Action
- resigned
- Role
- Director
Exact text from the filing
In connection with the consummation of the Merger, and as of the Effective Time, Bradley C. Barron, J. Dan Bates, Jelynne LeBlanc Burley, William B. Burnett, Ed A. Grier, Dan J. Hill, Robert J. Munch, W. Grady Rosier, Martin Salinas, Jr. and Suzanne Allford Wade, being all of the directors of NuStar Managing GP immediately prior to the Effective Time, resigned from the board of directors of NuStar Managing GP (and from all of the committees thereof).
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Bradley C. Barron resigned as Director at NuStar Energy L.P..
- Action
- resigned
- Role
- Director
Exact text from the filing
In connection with the consummation of the Merger, and as of the Effective Time, Bradley C. Barron, J. Dan Bates, Jelynne LeBlanc Burley, William B. Burnett, Ed A. Grier, Dan J. Hill, Robert J. Munch, W. Grady Rosier, Martin Salinas, Jr. and Suzanne Allford Wade, being all of the directors of NuStar Managing GP immediately prior to the Effective Time, resigned from the board of directors of NuStar Managing GP (and from all of the committees thereof).
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Joseph Kim was appointed as President, Chief Executive Officer at NuStar Energy L.P..
- Action
- appointed
- Role
- President, Chief Executive Officer
Exact text from the filing
pursuant to and in connection with the Merger, Joseph Kim (President, Chief Executive Officer), Dylan A. Bramhall (Chief Financial Officer), Christopher R. Curia (Executive Vice President, Human Resources), Karl R. Fails (Chief Operating Officer), Scott Grischow (Senior Vice President, Finance and Treasurer), Brian A. Hand (Chief Sales Officer), Austin Harkness (Executive Vice President, Commercial), Peggy Harrison (Assistant Secretary), Robert M. Kerrigan III (Senior Vice President, Human Resources & Administration), Darryl Krebs (Vice President, Tax)
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Ed A. Grier resigned as Director at NuStar Energy L.P..
- Action
- resigned
- Role
- Director
Exact text from the filing
In connection with the consummation of the Merger, and as of the Effective Time, Bradley C. Barron, J. Dan Bates, Jelynne LeBlanc Burley, William B. Burnett, Ed A. Grier, Dan J. Hill, Robert J. Munch, W. Grady Rosier, Martin Salinas, Jr. and Suzanne Allford Wade, being all of the directors of NuStar Managing GP immediately prior to the Effective Time, resigned from the board of directors of NuStar Managing GP (and from all of the committees thereof).
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Joseph Kim was appointed as Director at NuStar Energy L.P..
- Action
- appointed
- Role
- Director
Exact text from the filing
Effective as of the Effective Time, Joseph Kim, Karl Fails, W. Brett Smith, Oscar Alvarez and David Skidmore were appointed as directors of NuStar Managing GP.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Robert M. Kerrigan III was appointed as Senior Vice President, Human Resources & Administration at NuStar Energy L.P..
- Action
- appointed
- Role
- Senior Vice President, Human Resources & Administration
Exact text from the filing
pursuant to and in connection with the Merger, Joseph Kim (President, Chief Executive Officer), Dylan A. Bramhall (Chief Financial Officer), Christopher R. Curia (Executive Vice President, Human Resources), Karl R. Fails (Chief Operating Officer), Scott Grischow (Senior Vice President, Finance and Treasurer), Brian A. Hand (Chief Sales Officer), Austin Harkness (Executive Vice President, Commercial), Peggy Harrison (Assistant Secretary), Robert M. Kerrigan III (Senior Vice President, Human Resources & Administration), Darryl Krebs (Vice President, Tax)
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Rick Raymer was appointed as Vice President, Controller and Principal Accounting Officer at NuStar Energy L.P..
- Action
- appointed
- Role
- Vice President, Controller and Principal Accounting Officer
Exact text from the filing
Rick Raymer (Vice President, Controller and Principal Accounting Officer), the officers of Merger Sub as of immediately prior to the Effective Time, were appointed as the officers of NuStar Managing GP.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Jelynne LeBlanc Burley resigned as Director at NuStar Energy L.P..
- Action
- resigned
- Role
- Director
Exact text from the filing
In connection with the consummation of the Merger, and as of the Effective Time, Bradley C. Barron, J. Dan Bates, Jelynne LeBlanc Burley, William B. Burnett, Ed A. Grier, Dan J. Hill, Robert J. Munch, W. Grady Rosier, Martin Salinas, Jr. and Suzanne Allford Wade, being all of the directors of NuStar Managing GP immediately prior to the Effective Time, resigned from the board of directors of NuStar Managing GP (and from all of the committees thereof).
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Martin Salinas, Jr. resigned as Director at NuStar Energy L.P..
- Action
- resigned
- Role
- Director
Exact text from the filing
In connection with the consummation of the Merger, and as of the Effective Time, Bradley C. Barron, J. Dan Bates, Jelynne LeBlanc Burley, William B. Burnett, Ed A. Grier, Dan J. Hill, Robert J. Munch, W. Grady Rosier, Martin Salinas, Jr. and Suzanne Allford Wade, being all of the directors of NuStar Managing GP immediately prior to the Effective Time, resigned from the board of directors of NuStar Managing GP (and from all of the committees thereof).
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Darryl Krebs was appointed as Vice President, Tax at NuStar Energy L.P..
- Action
- appointed
- Role
- Vice President, Tax
Exact text from the filing
pursuant to and in connection with the Merger, Joseph Kim (President, Chief Executive Officer), Dylan A. Bramhall (Chief Financial Officer), Christopher R. Curia (Executive Vice President, Human Resources), Karl R. Fails (Chief Operating Officer), Scott Grischow (Senior Vice President, Finance and Treasurer), Brian A. Hand (Chief Sales Officer), Austin Harkness (Executive Vice President, Commercial), Peggy Harrison (Assistant Secretary), Robert M. Kerrigan III (Senior Vice President, Human Resources & Administration), Darryl Krebs (Vice President, Tax)
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Christopher R. Curia was appointed as Executive Vice President, Human Resources at NuStar Energy L.P..
- Action
- appointed
- Role
- Executive Vice President, Human Resources
Exact text from the filing
pursuant to and in connection with the Merger, Joseph Kim (President, Chief Executive Officer), Dylan A. Bramhall (Chief Financial Officer), Christopher R. Curia (Executive Vice President, Human Resources), Karl R. Fails (Chief Operating Officer), Scott Grischow (Senior Vice President, Finance and Treasurer), Brian A. Hand (Chief Sales Officer), Austin Harkness (Executive Vice President, Commercial), Peggy Harrison (Assistant Secretary), Robert M. Kerrigan III (Senior Vice President, Human Resources & Administration), Darryl Krebs (Vice President, Tax)
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Oscar Alvarez was appointed as Director at NuStar Energy L.P..
- Action
- appointed
- Role
- Director
Exact text from the filing
Effective as of the Effective Time, Joseph Kim, Karl Fails, W. Brett Smith, Oscar Alvarez and David Skidmore were appointed as directors of NuStar Managing GP.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
J. Dan Bates resigned as Director at NuStar Energy L.P..
- Action
- resigned
- Role
- Director
Exact text from the filing
In connection with the consummation of the Merger, and as of the Effective Time, Bradley C. Barron, J. Dan Bates, Jelynne LeBlanc Burley, William B. Burnett, Ed A. Grier, Dan J. Hill, Robert J. Munch, W. Grady Rosier, Martin Salinas, Jr. and Suzanne Allford Wade, being all of the directors of NuStar Managing GP immediately prior to the Effective Time, resigned from the board of directors of NuStar Managing GP (and from all of the committees thereof).
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Scott Grischow was appointed as Senior Vice President, Finance and Treasurer at NuStar Energy L.P..
- Action
- appointed
- Role
- Senior Vice President, Finance and Treasurer
Exact text from the filing
pursuant to and in connection with the Merger, Joseph Kim (President, Chief Executive Officer), Dylan A. Bramhall (Chief Financial Officer), Christopher R. Curia (Executive Vice President, Human Resources), Karl R. Fails (Chief Operating Officer), Scott Grischow (Senior Vice President, Finance and Treasurer), Brian A. Hand (Chief Sales Officer), Austin Harkness (Executive Vice President, Commercial), Peggy Harrison (Assistant Secretary), Robert M. Kerrigan III (Senior Vice President, Human Resources & Administration), Darryl Krebs (Vice President, Tax)
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
W. Grady Rosier resigned as Director at NuStar Energy L.P..
- Action
- resigned
- Role
- Director
Exact text from the filing
In connection with the consummation of the Merger, and as of the Effective Time, Bradley C. Barron, J. Dan Bates, Jelynne LeBlanc Burley, William B. Burnett, Ed A. Grier, Dan J. Hill, Robert J. Munch, W. Grady Rosier, Martin Salinas, Jr. and Suzanne Allford Wade, being all of the directors of NuStar Managing GP immediately prior to the Effective Time, resigned from the board of directors of NuStar Managing GP (and from all of the committees thereof).
View on SEC.gov
Governance Changes
SEC 8-K Item 5.03/5.05/5.06
confidence 0.9
NuStar Energy L.P.: Amendment to the partnership agreement to allow final distribution on preferred units before redemption, allow assignment of purchase right, and amend record date provisions (effective 2024-05-03).
- Change
- bylaw amendment
- Effective
- 2024-05-03
Exact text from the filing
On May 3, Amendment No. 2 (the “ LPA Amendment ”) to the Eighth Amended and Restated Agreement of Limited Partnership of NuStar Energy, dated as of July 20, 2018, as amended (the “NuStar LPA”), was executed by its general partner, Riverwalk Logistics, L.P., to, among other things, to (i) allow for a final distribution payment with respect to each series of NuStar Preferred Units prior to the redemption thereof, (ii) allow for, in connection with a redemption of all of the outstanding NuStar Preferred Units, the assignment of the right to purchase the Preferred Units to an affiliate of NuStar and (iii) amend the provisions for setting the record date for distributions on the NuStar Preferred Units.
View on SEC.gov
M&A Transactions
SEC 8-K Item 2.01/5.01
confidence 0.99
NuStar Energy L.P. underwent a change of control involving Sunoco LP for 0.400 of a Sunoco common unit per NuStar common unit, plus cash consideration for certain equity awards (closed 2024-05-03).
- Action
- change of control
- Counterparty
- Sunoco LP
- Consideration
- 0.400 of a Sunoco common unit per NuStar common unit, plus cash consideration for certain equity awards
- Closing
- 2024-05-03
Exact text from the filing
ory Note On May 3, 2024, NuStar Energy L.P., a Delaware limited partnership (“ NuStar ”), completed the previously announced transactions contemplated by the Agreement and Plan of Merger (the “ Merger Agreement ”), dated January 22, 2024, by and among NuStar, Sunoco LP, a Delaware limited partnership (“ Sunoco ”), Saturn Merger Sub, LLC, a Delaware limited liability company and a direct wholly owned subsidiary of Sunoco (“ Merger Sub ”), Riverwalk Logistics, L.P., a Delaware limited partnership (the “ NuStar GP ”) and sole general partner of NuStar, NuStar GP, LLC, a Delaware limited liability company (“ NuStar Managing GP ”) and the sole general partner of the NuStar GP and Sunoco GP LLC, a Delaware limited liability company (the “ Sunoco GP ”) and sole general partner of Sunoco, pursuant to which Merger Sub merged with and into NuStar (the “ Merger ”), with NuStar surviving the Merger
View on SEC.gov
Comparable filings
XRN
Chiron Real Estate closes $249M acquisition of two senior housing communities; issues $100M Series C preferred
Chiron Real Estate Inc.
June 2, 2026, 4:30 PM ET
m_and_a
Items 1.01, 2.01, 2.03, 3.02, 3.03, 5.03, 9.01
same fact type: governance_change, ma_transaction
same SEC item: 1.01, 2.01, 3.02, 3.03, 5.03, 9.01
same event type: m_and_a
similar materiality
This filing
On May 3, Amendment No. 2 (the “ LPA Amendment ”) to the Eighth Amended and Restated Agreement of Limited Partnership of NuStar Energy, dated as of July 20, 2018, as amended (the “NuStar LPA”), was executed by its general partner, Riverwalk Logistics, L.P., to, among other things, to (i) allow for a final distribution payment with respect to each series of NuStar Preferred Units prior to the redemption thereof, (ii) allow for, in connection with a redemption of all of the outstanding NuStar Preferred Units, the assignment of the right to purchase the Preferred Units to an affiliate of NuStar and (iii) amend the provisions for setting the record date for distributions on the NuStar Preferred Units.
Comparable filing
On May 28, 2026, the Company filed Articles Supplementary with the Maryland State Department of Assessments and Taxation to designate 1,000,000 shares of the Company’s authorized preferred stock as shares of Series C Convertible Preferred Stock
Filing page
SEC filing
ESAB
ESAB completes $1.45B acquisition of Eddyfi Technologies
ESAB Corp
June 2, 2026, 6:41 AM ET
m_and_a
Items 2.01, 3.02, 5.03, 3.03, 7.01, 8.01, 9.01
same fact type: governance_change, ma_transaction
same SEC item: 2.01, 3.02, 3.03, 5.03, 7.01, 8.01, 9.01
same event type: m_and_a
similar materiality
This filing
On May 3, Amendment No. 2 (the “ LPA Amendment ”) to the Eighth Amended and Restated Agreement of Limited Partnership of NuStar Energy, dated as of July 20, 2018, as amended (the “NuStar LPA”), was executed by its general partner, Riverwalk Logistics, L.P., to, among other things, to (i) allow for a final distribution payment with respect to each series of NuStar Preferred Units prior to the redemption thereof, (ii) allow for, in connection with a redemption of all of the outstanding NuStar Preferred Units, the assignment of the right to purchase the Preferred Units to an affiliate of NuStar and (iii) amend the provisions for setting the record date for distributions on the NuStar Preferred Units.
Comparable filing
On June 1, 2026, the Company filed the Certificate of Designations with the Delaware Secretary of State to establish the preferences, limitations and relative rights of its 6.50% Series A Mandatory Convertible Preferred Stock (the “ Series A Mandatory Convertible Preferred Stock ”), which became effective upon filing.
Filing page
SEC filing
OCFC
OceanFirst closes acquisition of Flushing Financial; issues shares to Warburg Pincus
OCEANFIRST FINANCIAL CORP
June 1, 2026, 5:19 PM ET
m_and_a
Items 1.01, 3.02, 2.01, 2.03, 3.03, 5.02, 5.03, 7.01, 9.01
same fact type: executive_change, ma_transaction
same SEC item: 1.01, 2.01, 3.02, 3.03, 5.02, 5.03, 7.01, 9.01
same event type: m_and_a
similar materiality
This filing
pursuant to and in connection with the Merger, Joseph Kim (President, Chief Executive Officer), Dylan A. Bramhall (Chief Financial Officer), Christopher R. Curia (Executive Vice President, Human Resources), Karl R. Fails (Chief Operating Officer), Scott Grischow (Senior Vice President, Finance and Treasurer), Brian A. Hand (Chief Sales Officer), Austin Harkness (Executive Vice President, Commercial), Peggy Harrison (Assistant Secretary), Robert M. Kerrigan III (Senior Vice President, Human Resources & Administration), Darryl Krebs (Vice President, Tax)
Comparable filing
Todd Schell, designated by Warburg, was appointed to serve as a director of OceanFirst
Filing page
SEC filing
Enviri II Corp
New Enviri completes spin-off; starts trading June 2 under NVRI; ~$1.2B revenue, ~$140M EBITDA
Enviri II Corp
June 1, 2026, 5:18 PM ET
m_and_a
Items 1.01, 2.03, 3.03, 5.03, 5.01, 5.02, 5.05, 7.01, 9.01
same fact type: governance_change, ma_transaction
same SEC item: 1.01, 3.03, 5.01, 5.02, 5.03, 7.01, 9.01
same event type: m_and_a
similar materiality
This filing
On May 3, Amendment No. 2 (the “ LPA Amendment ”) to the Eighth Amended and Restated Agreement of Limited Partnership of NuStar Energy, dated as of July 20, 2018, as amended (the “NuStar LPA”), was executed by its general partner, Riverwalk Logistics, L.P., to, among other things, to (i) allow for a final distribution payment with respect to each series of NuStar Preferred Units prior to the redemption thereof, (ii) allow for, in connection with a redemption of all of the outstanding NuStar Preferred Units, the assignment of the right to purchase the Preferred Units to an affiliate of NuStar and (iii) amend the provisions for setting the record date for distributions on the NuStar Preferred Units.
Comparable filing
In connection with the Spin-Off, the Board adopted the Code of Conduct, a copy of which is available on New Enviri’s website at www.enviri.com.
Filing page
SEC filing
CECO
CECO Environmental completes acquisition of Thermon Group Holdings, issues ~22.5M shares and pays $329.4M cash
CECO ENVIRONMENTAL CORP
June 1, 2026, 9:16 AM ET
m_and_a
Items 2.01, 2.03, 5.02, 5.03, 7.01, 9.01
same fact type: executive_change, governance_change, ma_transaction
same SEC item: 2.01, 5.02, 5.03, 7.01, 9.01
same event type: m_and_a
similar materiality
This filing
pursuant to and in connection with the Merger, Joseph Kim (President, Chief Executive Officer), Dylan A. Bramhall (Chief Financial Officer), Christopher R. Curia (Executive Vice President, Human Resources), Karl R. Fails (Chief Operating Officer), Scott Grischow (Senior Vice President, Finance and Treasurer), Brian A. Hand (Chief Sales Officer), Austin Harkness (Executive Vice President, Commercial), Peggy Harrison (Assistant Secretary), Robert M. Kerrigan III (Senior Vice President, Human Resources & Administration), Darryl Krebs (Vice President, Tax)
Comparable filing
the Board appointed Todd Gleason, CECO’s Chief Executive Officer and an existing member of the Board, to serve as Chairman of the Board, effective as of the effective time of the First Merger.
Filing page
SEC filing
CVGW
Calavo completes acquisition by Mission Produce; shareholders receive 0.9790 Mission shares + $14.85 cash per share
CALAVO GROWERS INC
May 29, 2026, 6:01 AM ET
m_and_a
Items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02, 9.01
same fact type: executive_change, ma_transaction
same SEC item: 2.01, 3.01, 3.03, 5.01, 5.02, 9.01
same event type: m_and_a
similar materiality
This filing
pursuant to and in connection with the Merger, Joseph Kim (President, Chief Executive Officer), Dylan A. Bramhall (Chief Financial Officer), Christopher R. Curia (Executive Vice President, Human Resources), Karl R. Fails (Chief Operating Officer), Scott Grischow (Senior Vice President, Finance and Treasurer), Brian A. Hand (Chief Sales Officer), Austin Harkness (Executive Vice President, Commercial), Peggy Harrison (Assistant Secretary), Robert M. Kerrigan III (Senior Vice President, Human Resources & Administration), Darryl Krebs (Vice President, Tax)
Comparable filing
B. John Lindeman, Farha Aslam, Marc L. Brown, Michael DiGregorio, Steven Hollister, Kathleen M. Holmgren, J. Link Leavens, and Adriana Mendizabal tendered their resignations as members of the board of directors of Calavo and from all committees of the board on which they formerly served, effective as of the First Effective Time.
Filing page
SEC filing
AMWD
American Woodmark completes merger with MasterBrand; shareholders receive 5.150 MBC shares per share
AMERICAN WOODMARK CORP
May 28, 2026, 9:17 AM ET
m_and_a
Items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02, 5.03, 7.01, 9.01
same fact type: governance_change, ma_transaction
same SEC item: 2.01, 3.01, 3.03, 5.01, 5.02, 5.03, 7.01, 9.01
same event type: m_and_a
similar materiality
This filing
On May 3, Amendment No. 2 (the “ LPA Amendment ”) to the Eighth Amended and Restated Agreement of Limited Partnership of NuStar Energy, dated as of July 20, 2018, as amended (the “NuStar LPA”), was executed by its general partner, Riverwalk Logistics, L.P., to, among other things, to (i) allow for a final distribution payment with respect to each series of NuStar Preferred Units prior to the redemption thereof, (ii) allow for, in connection with a redemption of all of the outstanding NuStar Preferred Units, the assignment of the right to purchase the Preferred Units to an affiliate of NuStar and (iii) amend the provisions for setting the record date for distributions on the NuStar Preferred Units.
Comparable filing
the Articles of Incorporation and Bylaws of American Woodmark were each amended and restated in their entirety to be the same as the Articles of Incorporation and Bylaws of Merger Sub as in effect immediately prior to the Effective Time, except that references to Merger Sub’s name were replaced with references to American Woodmark’s name.
Filing page
SEC filing
OLOX
Olenox acquires CS Digital for $30M upfront; launches gas-powered data center platform
OLENOX INDUSTRIES INC.
May 28, 2026, 8:30 AM ET
m_and_a
Items 1.01, 5.03, 2.01, 2.03, 3.02, 7.01, 8.01, 9.01
same fact type: governance_change, ma_transaction
same SEC item: 1.01, 2.01, 3.02, 5.03, 7.01, 8.01, 9.01
same event type: m_and_a
similar materiality
This filing
On May 3, Amendment No. 2 (the “ LPA Amendment ”) to the Eighth Amended and Restated Agreement of Limited Partnership of NuStar Energy, dated as of July 20, 2018, as amended (the “NuStar LPA”), was executed by its general partner, Riverwalk Logistics, L.P., to, among other things, to (i) allow for a final distribution payment with respect to each series of NuStar Preferred Units prior to the redemption thereof, (ii) allow for, in connection with a redemption of all of the outstanding NuStar Preferred Units, the assignment of the right to purchase the Preferred Units to an affiliate of NuStar and (iii) amend the provisions for setting the record date for distributions on the NuStar Preferred Units.
Comparable filing
On May 26, 2026, in connection with the closing of the Acquisition, the Company filed a Certificate of Designation of Series D Preferred Stock (the “Certificate of Designation”) with the Secretary of State of the State of Delaware, establishing the rights, preferences, privileges and restrictions of the Series D Preferred Stock.
Filing page
SEC filing
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