{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-178806","form_type":"8-K","ticker":"FULC","cik":"0001680581","company_name":"Fulcrum Therapeutics, Inc.","filed_at":"2026-04-27T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.726956+00:00","generated_at":"2026-05-15T03:53:00.286906+00:00","sec_items":["1.02","2.02","5.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Fulcrum Therapeutics Q1 net loss $18.9M, CFO retiring, CAMP4 license terminated, pociredir trial planned H2 2026","bullets":["CFO Alan Musso retiring; will stay until successor named then consultant through Feb 2027.","Terminated CAMP4 license for Diamond-Blackfan anemia program; no further milestone/royalty payments.","Q1 net loss $18.9M ($17.7M Q1 2025); cash $333.3M, runway into 2029.","Positive pociredir Phase 1b data: HbF induction, hemolysis/anemia improvements; registration-enabling trial H2 2026.","Board appointed Josh Lehrer M.D., independent, receives option for 64,000 shares at $8.08."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-178806","json":"https://secwatch.observer/filing/0001193125-26-178806.json","markdown":"https://secwatch.observer/filing/0001193125-26-178806.md","text":"https://secwatch.observer/filing/0001193125-26-178806.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1680581/000119312526178806/0001193125-26-178806-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1680581/000119312526178806/fulc-20260423.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T03:53:00.286906+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":[{"claim_id":"aa48098a738dd0a50f37e4fa3ed9c99888cb8b5b","claim":"Fulcrum Therapeutics, Inc. reported first quarter of 2026 results: net income $18.9 million.","evidence_excerpt":"higher employee compensation costs, including $0.3 million of increased stock-based compensation expense, as well as higher professional services costs. • Net Loss: Net loss was $18.9 million for the three months ended March 31, 2026, compared to a net loss of $17.7 million for the three months ended March 31, 2025. Cash Runway Guidance Based on its current operating","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1680581/000119312526178806/0001193125-26-178806-index.htm","confidence":0.95},{"claim_id":"7438de5fd1b870b56fc4b094280e6bc8273e66ea","claim":"Fulcrum Therapeutics, Inc. terminated CAMP4 License with CAMP4 Therapeutics Corp. (effective 2026-04-23).","evidence_excerpt":"On April 23, 2026, Fulcrum Therapeutics, Inc., or Fulcrum, provided written notice to CAMP4 Therapeutics Corp., or CAMP4, of termination of the License Agreement dated July 5, 2023, between Fulcrum and CAMP4, or the CAMP4 License, which termination will be effective in accordance with the terms of such agreement.","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1680581/000119312526178806/0001193125-26-178806-index.htm","confidence":0.9}],"comparable_filings":[{"accession":"0001628280-26-039474","ticker":"CRDO","company_name":"Credo Technology Group Holding Ltd","filed_at":"2026-06-01T20:08:16+00:00","headline":"Credo Q4 revenue $437M (+157% YoY); guides Q1 $465-475M; CEO awarded 1.44M performance-based RSUs","event_type":"earnings","sec_items":["2.02","5.02","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 5.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-039474","json":"https://secwatch.observer/filing/0001628280-26-039474.json","markdown":"https://secwatch.observer/filing/0001628280-26-039474.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1807794/000162828026039474/0001628280-26-039474-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1807794/000162828026039474/crdo-20260528.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"higher employee compensation costs, including $0.3 million of increased stock-based compensation expense, as well as higher professional services costs. • Net Loss: Net loss was $18.9 million for the three months ended March 31, 2026, compared to a net loss of $17.7 million for the three months ended March 31, 2025. Cash Runway Guidance Based on its current operating","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1680581/000119312526178806/0001193125-26-178806-index.htm","comparable_excerpt":"On June 1, 2026, Credo Technology Group Holding Ltd (the \"Company\") issued a press release announcing its financial results for the fiscal year ended May 2, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1807794/000162828026039474/0001628280-26-039474-index.htm"}},{"accession":"0001104659-26-058250","ticker":"FSK","company_name":"FS KKR Capital Corp","filed_at":"2026-05-11T23:59:59+00:00","headline":"FSK posts Q1 GAAP loss of $1.57/sh, NAV falls to $18.83; announces $150M preferred, tender, buyback","event_type":"earnings","sec_items":["1.01","2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release, material_agreement","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-058250","json":"https://secwatch.observer/filing/0001104659-26-058250.json","markdown":"https://secwatch.observer/filing/0001104659-26-058250.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1422183/000110465926058250/0001104659-26-058250-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1422183/000110465926058250/tm2614112d1_8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"higher employee compensation costs, including $0.3 million of increased stock-based compensation expense, as well as higher professional services costs. • Net Loss: Net loss was $18.9 million for the three months ended March 31, 2026, compared to a net loss of $17.7 million for the three months ended March 31, 2025. Cash Runway Guidance Based on its current operating","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1680581/000119312526178806/0001193125-26-178806-index.htm","comparable_excerpt":"Earnings (Loss) per share of ($1.57), compared to Earnings (Loss) per share of ($0.41) for the quarter ended December 31, 2025","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1422183/000110465926058250/0001104659-26-058250-index.htm"}},{"accession":"0001104659-26-068983","ticker":"GMRS","company_name":"GMR Solutions Inc.","filed_at":"2026-06-01T20:45:55+00:00","headline":"GMR Solutions Q1 revenue $1.46B (+6.6% YoY), net income $106M (+180% YoY), guides FY26 rev $5.9-6.2B","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-068983","json":"https://secwatch.observer/filing/0001104659-26-068983.json","markdown":"https://secwatch.observer/filing/0001104659-26-068983.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1898718/000110465926068983/0001104659-26-068983-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1898718/000110465926068983/gmrs-20260601x8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"higher employee compensation costs, including $0.3 million of increased stock-based compensation expense, as well as higher professional services costs. • Net Loss: Net loss was $18.9 million for the three months ended March 31, 2026, compared to a net loss of $17.7 million for the three months ended March 31, 2025. Cash Runway Guidance Based on its current operating","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1680581/000119312526178806/0001193125-26-178806-index.htm","comparable_excerpt":"today announced financial results for the first quarter ended March 31, 2026, and full year 2026 financial guidance. First Quarter 2026 Financial Highlights ● Net revenue of $1,457.6 million, up 6.6% compared to $1,367.4 million in the first quarter of 2025 ● Net income of $106.3 million, up 179.7% compared to $38.0 million in the first quarter of 2025 ● Adjusted","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1898718/000110465926068983/0001104659-26-068983-index.htm"}},{"accession":"0001628280-26-039379","ticker":null,"company_name":"DAVEY TREE EXPERT CO","filed_at":"2026-06-01T17:50:11+00:00","headline":"Davey Tree Q1 net loss widens to $10.7M; revenue flat at $435.8M","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.7,"calibrated_materiality_score":0.7,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-039379","json":"https://secwatch.observer/filing/0001628280-26-039379.json","markdown":"https://secwatch.observer/filing/0001628280-26-039379.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/277638/000162828026039379/0001628280-26-039379-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/277638/000162828026039379/davey-20260528.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"higher employee compensation costs, including $0.3 million of increased stock-based compensation expense, as well as higher professional services costs. • Net Loss: Net loss was $18.9 million for the three months ended March 31, 2026, compared to a net loss of $17.7 million for the three months ended March 31, 2025. Cash Runway Guidance Based on its current operating","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1680581/000119312526178806/0001193125-26-178806-index.htm","comparable_excerpt":"Exchange Act, unless such subsequent filing specifically references this Form 8-K. \n\n--- EX-99.1 (EX-99.1) ---\n\nTo Our Shareholders, The Company’s first quarter 2026 revenue of $435.8 million increased slightly from the record first quarter 2025 revenue by $1.0 million, or 0.2%. This growth was driven by consistent demand in the Utility segment, where revenue","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/277638/000162828026039379/0001628280-26-039379-index.htm"}},{"accession":"0000029332-26-000027","ticker":"DXYN","company_name":"DIXIE GROUP INC","filed_at":"2026-05-11T23:59:59+00:00","headline":"Dixie Group Q1 2026 net income $1.4M vs loss of $1.6M YoY; sales down 5.7%","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.65,"calibrated_materiality_score":0.65,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0000029332-26-000027","json":"https://secwatch.observer/filing/0000029332-26-000027.json","markdown":"https://secwatch.observer/filing/0000029332-26-000027.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/29332/000002933226000027/0000029332-26-000027-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/29332/000002933226000027/dxyn-20260511.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"higher employee compensation costs, including $0.3 million of increased stock-based compensation expense, as well as higher professional services costs. • Net Loss: Net loss was $18.9 million for the three months ended March 31, 2026, compared to a net loss of $17.7 million for the three months ended March 31, 2025. Cash Runway Guidance Based on its current operating","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1680581/000119312526178806/0001193125-26-178806-index.htm","comparable_excerpt":"2026) -- The Dixie Group, Inc. (OTCQB: DXYN) today reported financial results for the quarter ended March 28, 2026. For the first quarter of 2026, the Company had net sales of $59,380,000 as compared to $62,990,000 in the same quarter of 2025. The Company had an operating income of $3,264,000 in the first quarter of 2026 compared to an operating income of $11,000","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/29332/000002933226000027/0000029332-26-000027-index.htm"}},{"accession":"0001043000-26-000016","ticker":"SNDA","company_name":"SONIDA SENIOR LIVING, INC.","filed_at":"2026-05-11T23:59:59+00:00","headline":"Sonida Senior Living reports Q1 net loss of $41.2M; revenue up 37% on CHP acquisition","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.65,"calibrated_materiality_score":0.65,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001043000-26-000016","json":"https://secwatch.observer/filing/0001043000-26-000016.json","markdown":"https://secwatch.observer/filing/0001043000-26-000016.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1043000/000104300026000016/0001043000-26-000016-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1043000/000104300026000016/snda-20260511.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"higher employee compensation costs, including $0.3 million of increased stock-based compensation expense, as well as higher professional services costs. • Net Loss: Net loss was $18.9 million for the three months ended March 31, 2026, compared to a net loss of $17.7 million for the three months ended March 31, 2025. Cash Runway Guidance Based on its current operating","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1680581/000119312526178806/0001193125-26-178806-index.htm","comparable_excerpt":"Sonida Senior Living Announces First Quarter 2026 Results DALLAS, Texas – May 11, 2026 – Sonida Senior Living, Inc. (the “Company,” “Sonida,” “we,” “our,” or “us”) (NYSE: SNDA), a leading owner, operator and investor of senior housing communities, today announced its results for the first quarter ended March 31, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1043000/000104300026000016/0001043000-26-000016-index.htm"}},{"accession":"0001104659-26-058180","ticker":"URG","company_name":"UR-ENERGY INC","filed_at":"2026-05-11T23:59:59+00:00","headline":"Ur-Energy Q1 2026: pounds captured up 41% QoQ, avg price $70.98, Shirley Basin commenced","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-058180","json":"https://secwatch.observer/filing/0001104659-26-058180.json","markdown":"https://secwatch.observer/filing/0001104659-26-058180.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1375205/000110465926058180/0001104659-26-058180-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1375205/000110465926058180/urg-20260508x8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"higher employee compensation costs, including $0.3 million of increased stock-based compensation expense, as well as higher professional services costs. • Net Loss: Net loss was $18.9 million for the three months ended March 31, 2026, compared to a net loss of $17.7 million for the three months ended March 31, 2025. Cash Runway Guidance Based on its current operating","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1680581/000119312526178806/0001193125-26-178806-index.htm","comparable_excerpt":"a 14% increase over Q4 2025 and a 13% increase over Q1 2025. Financial Performance ◾ Contracted Sales: We sold 55,000 produced pounds of U 3 O 8 as anticipated, generating $3.9 million in revenue, with a majority of our 2026 deliveries scheduled for the latter part of the year to complement the ramp-up and start-up schedules of Lost Creek and Shirley Basin. ◾","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1375205/000110465926058180/0001104659-26-058180-index.htm"}},{"accession":"0001104659-26-058226","ticker":"ACH","company_name":"ACCENDRA HEALTH INC/VA/","filed_at":"2026-05-11T23:59:59+00:00","headline":"Accendra Health Q1 revenue $627.8M, adj. EBITDA $58.4M; >$1.5B debt optimization","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-058226","json":"https://secwatch.observer/filing/0001104659-26-058226.json","markdown":"https://secwatch.observer/filing/0001104659-26-058226.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/75252/000110465926058226/0001104659-26-058226-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/75252/000110465926058226/ach-20260511x8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"higher employee compensation costs, including $0.3 million of increased stock-based compensation expense, as well as higher professional services costs. • Net Loss: Net loss was $18.9 million for the three months ended March 31, 2026, compared to a net loss of $17.7 million for the three months ended March 31, 2025. Cash Runway Guidance Based on its current operating","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1680581/000119312526178806/0001193125-26-178806-index.htm","comparable_excerpt":"Commission this morning. ​ Details on First Quarter 2026 Results ​ ​ First Quarter Results (1) ​ ($ in millions, except per share data) ​ ​ ​ 1Q26 ​ ​ ​ 1Q25 Net Revenue ​ $ 627.8 ​ $ 673.9 ​ ​ ​ ​ ​ ​ ​ Loss from continuing operations, net of tax, GAAP ​ $ (6.5) ​ $ (3.8) Adj. net (loss) income from continuing operations, Non-GAAP ​ $ (3.1) ​ $ 23.2 ​ ​ ​","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/75252/000110465926058226/0001104659-26-058226-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}