13F-HR - CAPITAL & PLANNING, LLC (0002053750) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-06-30 filed by CAPITAL & PLANNING, LLC.
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Institutional holdings report (13F-HR) for the period ended 2026-06-30 filed by CAPITAL & PLANNING, LLC.
Twinlab Consolidated Holdings, Inc. entered into an asset purchase agreement. The transaction, involving the sale of U.S. nutritional supplement assets, aims to manage operations f…
EXASCALE LABS HOLDINGS INC filed an exhibit to amend and restate its certificate of incorporation, effective upon filing, to reflect the change in corporate name to Exascale Labs H…
Nex Neo Tech Inc. entered into a five-digit loan agreement with Zetoria LLC, featuring a $20,000 limit, general working capital use, and provisions for convertible notes. This repr…
C-IV Asset Management has been selected as the special servicer for a pool of commercial mortgage loans under the 2016-C28 securities. This change in servicer will likely impact th…
Presidio Property Trust will replace its Series D Preferred with Series A Common Stock at a 5.5-to-1 ratio, effective for all tendered shares.
BBCMS Mortgage Trust 2023-C20 filed a Form 8-K with the SEC on September 1, 2026. The filing includes the header information of the issuer, the registrant, and their sponsors, incl…
This 8-K filing reports that C-IV Asset Management LLC will act as special servicer. It pertains to mortgage trust docs filed under UK law, indicating a regular administrative upda…
Institutional holdings report (13F-HR) for the period ended 2026-03-31 filed by Layline Advisors, LLC.
Barclays Capital and other sponsors filed dissolution plans for BBCMS Mortgage Trust, terminating the CMBS issuance and related indebtedness as of August 31, 2025, and determining …
Wells Fargo Commercial Mortgage Trust filed an 8-K to report servicer changes. The change is standard administrative business.
BBCMS Mortgage Trust 2017-C1 named C-IV Asset Management as special servicer for two mortgage loans. Market relevance: The swap of servicers requires asset management updates.
Wells Fargo Commercial Mortgage Trust 2017-RB1 (C-IV Asset Management LLC) will serve as the special servicer effective September 1, 2026. The change impacts mortgage-backed securi…
The BBCMS Mortgage Trust 2019-C4 filed an 8-K report(date unclear) with the SEC, no specific financial events detailed in the text.
Associated Banc-Corp announced that Angela M.W. Kelley will succeed retiring General Counsel Randall J. Erickson. Kelley brings years of corporate law and executive management expe…
Wells Fargo Commercial Mortgage Trust 2019-C52 filed for incorporation and securities registration on September 1, 2026, to facilitate a securitization. This corporate action is cr…
Vivek Jetley is departing EXL on October 26, 2026, to become CEO of Hexaware Technologies. EXL confirmed the move and stated Jetley will assist during the transition.
C-IV Asset Management LLC will act as the special servicer under the pooling and servicing agreement as of September 1, 2026. This leadership change may impact the management of th…
C-IV Asset Management will special service a resort loan following a servicing transfer. This change impacts the servicing agreement for the referenced commercial mortgage trust.
Bank 2021-BNK36 disclosed a change in servicer for the McDonald's Global HQ Mortgage Loan, appointing C-IV Asset Management LLC as the new special servicer.