{"schema_version":"secwatch.filing_event.v1","accession":"0001811074-26-000033","form_type":"8-K","ticker":"TPL","cik":"0001811074","company_name":"Texas Pacific Land Corp","filed_at":"2026-05-06T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.964206+00:00","generated_at":"2026-05-14T22:51:59.087680+00:00","sec_items":["1.01","2.02","5.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"TPL Q1 record net income $142.9M; appoints Hor. Kinetics co-CEO to board","bullets":["Diluted EPS $2.07, total revenue $236.8M (record), Adj. EBITDA $181.4M, free cash flow $136.4M.","Sold land for data center power plant for $42.5M; recognized $20.9M land sale revenue and secured water supply agreement.","Peter Doyle, co-founder/Co-CEO of Horizon Kinetics (largest shareholder), appointed to Board; will serve on strategic acquisitions committee.","Quarterly dividend of $0.60 per share declared, payable June 15, 2026, unchanged.","Oil and gas royalty production 37.1k Boe/d (up 19% YoY); avg realized price $37.06/Boe."],"urls":{"canonical":"https://secwatch.observer/filing/0001811074-26-000033","json":"https://secwatch.observer/filing/0001811074-26-000033.json","markdown":"https://secwatch.observer/filing/0001811074-26-000033.md","text":"https://secwatch.observer/filing/0001811074-26-000033.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1811074/000181107426000033/0001811074-26-000033-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1811074/000181107426000033/tpl-20260505.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T22:51:59.087680+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":"0b7406649c5f685c76fcd860230880d41f06c42d","claim":"Texas Pacific Land Corp reported the first quarter of 2026 results: revenue $236.8 million, net income $142.9 million, EPS $2.07 per share (diluted).","evidence_excerpt":"income of $142.9 million for the first quarter of 2026 compared to net income of $123.3 million for the fourth quarter of 2025. Total revenues for the first quarter of 2026 were $236.8 million compared to $211.6 million for the fourth quarter of 2025. The increase in total revenues was primarily due to a $21.4 million increase in oil and gas royalty revenue and a $20.9","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1811074/000181107426000033/0001811074-26-000033-index.htm","confidence":0.9},{"claim_id":"66514cd7a8","claim":"Peter Doyle was appointed as Director at Texas Pacific Land Corp.","evidence_excerpt":"On May 5, 2026, the Board appointed Peter Doyle to the Board.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1811074/000181107426000033/0001811074-26-000033-index.htm","confidence":0.95}],"comparable_filings":[{"accession":"0000701985-26-000012","ticker":"BBWI","company_name":"Bath & Body Works, Inc.","filed_at":"2026-05-27T11:12:59+00:00","headline":"BBWI Q1 sales down 3%, adjusted EPS $0.32 beats guidance; CFO Boratto to step down June 12","event_type":"earnings","sec_items":["2.02","7.01","5.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: executive_change","same SEC item: 2.02, 5.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0000701985-26-000012","json":"https://secwatch.observer/filing/0000701985-26-000012.json","markdown":"https://secwatch.observer/filing/0000701985-26-000012.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/701985/000070198526000012/0000701985-26-000012-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/701985/000070198526000012/bbwi-20260520.htm"},"side_by_side_evidence":{"fact_type":"executive_change","source_excerpt":"On May 5, 2026, the Board appointed Peter Doyle to the Board.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1811074/000181107426000033/0001811074-26-000033-index.htm","comparable_excerpt":"the Board of Directors (the \"Board\") of the Company approved the appointment of Tom Javitch to serve as the Company’s Interim Chief Financial Officer","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/701985/000070198526000012/0000701985-26-000012-index.htm"}},{"accession":"0001856437-26-000011","ticker":"VSCO","company_name":"Victoria's Secret & Co.","filed_at":"2026-06-02T11:01:54+00:00","headline":"Victoria's Secret Q1 sales up 15% to $1.56B, beats guidance; raises FY2026 outlook","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, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001856437-26-000011","json":"https://secwatch.observer/filing/0001856437-26-000011.json","markdown":"https://secwatch.observer/filing/0001856437-26-000011.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000011/0001856437-26-000011-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000011/vsco-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"income of $142.9 million for the first quarter of 2026 compared to net income of $123.3 million for the fourth quarter of 2025. Total revenues for the first quarter of 2026 were $236.8 million compared to $211.6 million for the fourth quarter of 2025. The increase in total revenues was primarily due to a $21.4 million increase in oil and gas royalty revenue and a $20.9","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1811074/000181107426000033/0001811074-26-000033-index.htm","comparable_excerpt":"The Company reported net sales of $1.560 billion for the first quarter of 2026, an increase of 15% compared to net sales of $1.353 billion for the first quarter of 2025 and above the previously communicated guidance range of $1.490 billion to $1.525 billion. Total comparable sales for the first quarter of 2026 increased 13%. The Company reported operating income for the first quarter of 2026 of $76 million compared to operating income of $20 million in the first quarter of 2025. Net income was $48 million, or $0.56 per diluted share, for the first quarter of 2026 compared to net loss of $2 million, or $0.02 per diluted share, for the first quarter of 2025.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000011/0001856437-26-000011-index.htm"}},{"accession":"0001104659-26-069198","ticker":"DG","company_name":"DOLLAR GENERAL CORP","filed_at":"2026-06-02T10:54:17+00:00","headline":"Dollar General Q1 EPS $2.00 beats expectations; raises FY2026 EPS guidance","event_type":"earnings","sec_items":["2.02","5.07","7.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-069198","json":"https://secwatch.observer/filing/0001104659-26-069198.json","markdown":"https://secwatch.observer/filing/0001104659-26-069198.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/29534/000110465926069198/0001104659-26-069198-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/29534/000110465926069198/tm2616084d1_8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"income of $142.9 million for the first quarter of 2026 compared to net income of $123.3 million for the fourth quarter of 2025. Total revenues for the first quarter of 2026 were $236.8 million compared to $211.6 million for the fourth quarter of 2025. The increase in total revenues was primarily due to a $21.4 million increase in oil and gas royalty revenue and a $20.9","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1811074/000181107426000033/0001811074-26-000033-index.htm","comparable_excerpt":"(NYSE: DG) today reported financial results for its first quarter (13 weeks) ended May 1, 2026. First Quarter Fiscal Year 2026\nHighlights · Net\n Sales Increased 3.4% to $10.8 Billion · Same-Store\n Sales Increased 2.0% · Operating\n Profit Increased 10.8% to $638.5 Million · Diluted\n Earnings Per Share (“EPS”) Increased 12.4% to $2.00 · Cash\n Flow From","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/29534/000110465926069198/0001104659-26-069198-index.htm"}},{"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":"income of $142.9 million for the first quarter of 2026 compared to net income of $123.3 million for the fourth quarter of 2025. Total revenues for the first quarter of 2026 were $236.8 million compared to $211.6 million for the fourth quarter of 2025. The increase in total revenues was primarily due to a $21.4 million increase in oil and gas royalty revenue and a $20.9","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1811074/000181107426000033/0001811074-26-000033-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":"0001676238-26-000024","ticker":"BRZE","company_name":"Braze, Inc.","filed_at":"2026-05-27T20:09:37+00:00","headline":"Braze Q1 revenue $211M (+30% YoY), raises guidance, names interim CFO","event_type":"earnings","sec_items":["2.02","5.02","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same fact type: executive_change","same SEC item: 2.02, 5.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001676238-26-000024","json":"https://secwatch.observer/filing/0001676238-26-000024.json","markdown":"https://secwatch.observer/filing/0001676238-26-000024.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1676238/000167623826000024/0001676238-26-000024-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1676238/000167623826000024/brz-20260525.htm"},"side_by_side_evidence":{"fact_type":"executive_change","source_excerpt":"On May 5, 2026, the Board appointed Peter Doyle to the Board.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1811074/000181107426000033/0001811074-26-000033-index.htm","comparable_excerpt":"On May 25, 2026, the Board of Directors (the “ Board ”) of the Company appointed Pankaj Malik, who currently serves as the Company’s Chief Accounting Officer, as the Company's Interim Chief Financial Officer, effective as of May 29, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1676238/000167623826000024/0001676238-26-000024-index.htm"}},{"accession":"0001090872-26-000052","ticker":"A","company_name":"AGILENT TECHNOLOGIES, INC.","filed_at":"2026-05-27T20:06:04+00:00","headline":"Agilent Q2 FY26 revenue $1.83B (+10% YoY), non-GAAP EPS $1.49 (+14%), raises FY26 guidance","event_type":"earnings","sec_items":["2.02","5.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: executive_change","same SEC item: 2.02, 5.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001090872-26-000052","json":"https://secwatch.observer/filing/0001090872-26-000052.json","markdown":"https://secwatch.observer/filing/0001090872-26-000052.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1090872/000109087226000052/0001090872-26-000052-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1090872/000109087226000052/a-20260520.htm"},"side_by_side_evidence":{"fact_type":"executive_change","source_excerpt":"On May 5, 2026, the Board appointed Peter Doyle to the Board.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1811074/000181107426000033/0001811074-26-000033-index.htm","comparable_excerpt":"As previously disclosed, on March 5, 2026, Rodney Gonsalves, informed the Company that he would retire from his position as the Company’s Vice President, Corporate Controller and Principal Accounting Officer, the exact date to be determined at a later time.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1090872/000109087226000052/0001090872-26-000052-index.htm"}},{"accession":"0001104659-26-069227","ticker":"YSWY","company_name":"Yesway, Inc.","filed_at":"2026-06-02T11:35:47+00:00","headline":"Yesway reports Q1 net income $30.2M, Adjusted EBITDA $59.2M; introduces FY2026 outlook","event_type":"earnings","sec_items":["2.02","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/0001104659-26-069227","json":"https://secwatch.observer/filing/0001104659-26-069227.json","markdown":"https://secwatch.observer/filing/0001104659-26-069227.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1859836/000110465926069227/0001104659-26-069227-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1859836/000110465926069227/tm2616553d1_8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"income of $142.9 million for the first quarter of 2026 compared to net income of $123.3 million for the fourth quarter of 2025. Total revenues for the first quarter of 2026 were $236.8 million compared to $211.6 million for the fourth quarter of 2025. The increase in total revenues was primarily due to a $21.4 million increase in oil and gas royalty revenue and a $20.9","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1811074/000181107426000033/0001811074-26-000033-index.htm","comparable_excerpt":"On June 2, 2026, Yesway, Inc. issued a press release announcing its financial results for the three months ended March 31, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1859836/000110465926069227/0001104659-26-069227-index.htm"}},{"accession":"0001104659-26-069202","ticker":"CTRN","company_name":"Citi Trends Inc","filed_at":"2026-06-02T10:58:00+00:00","headline":"Citi Trends Q1 sales up 14.4% to $230.9M; adjusted EBITDA doubles to $13.9M","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/0001104659-26-069202","json":"https://secwatch.observer/filing/0001104659-26-069202.json","markdown":"https://secwatch.observer/filing/0001104659-26-069202.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1318484/000110465926069202/0001104659-26-069202-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1318484/000110465926069202/tm2616574d1_8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"income of $142.9 million for the first quarter of 2026 compared to net income of $123.3 million for the fourth quarter of 2025. Total revenues for the first quarter of 2026 were $236.8 million compared to $211.6 million for the fourth quarter of 2025. The increase in total revenues was primarily due to a $21.4 million increase in oil and gas royalty revenue and a $20.9","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1811074/000181107426000033/0001811074-26-000033-index.htm","comparable_excerpt":"(EXHIBIT 99.1) ---\n\nEX-99.1 2 tm2616574d1_ex99-1.htm EXHIBIT 99.1 Exhibit 99.1 CITITRENDS ANNOUNCES FIRST QUARTER\nFISCAL 2026 RESULTS Q1 2026 total sales increased 14.4% to $230.9 million Comparable store sales growth\nof 13.9%; Two-year stack of 23.8% Q1 2026 Net Income of $7.8 million;\nQ1 2026 adjusted EBITDA* of $13.9 million, more than double Q1 2025 results","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1318484/000110465926069202/0001104659-26-069202-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}