13F-HR - FORM Wealth Advisors, LLC (0002053294) (Filer)
Institutional holdings report (13F-HR) filed by FORM Wealth Advisors, LLC.
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Institutional holdings report (13F-HR) filed by FORM Wealth Advisors, LLC.
Robert C. Jackson resigned from Kinetic Seas Inc.'s board immediately to pursue other ventures and avoid conflicts. The resignation is voluntary and does not indicate financial dis…
Institutional holdings report (13F-HR) filed by RAMSEY QUANTITATIVE SYSTEMS.
Plum Acquisition Corp. IV amended the earnout terms in its Controlled Thermal deal, shifting to strict volume-based milestones over a ten-year period. This structural change formal…
Columbus Circle Capital Corp III entered into an underwriting agreement to sell 20 million firm units priced at $10.00 per unit. This transaction is expected to raise approximately…
AMASS Brands amended its warrant terms to set the exercise price at $1.50 per share for 30 days after the effective July 10, 2026 purchase date. This reduction establishes a lower …
HeartSciences Inc. amended its employment agreement with Danielle Watson to modify severance and benefits terms. The filing includes updates to healthcare continuation and equity v…
National Healthcare Properties amended its employment agreement with Michael Anderson to extend his initial term to September 27, 2030, converting to automatic one-year renewals. T…
NXG NextGen Infrastructure Income Fund entered into an investment management agreement with Cushing Asset Management, LP. The agreement formalizes the terms for advisory services a…
Lincoln Educational Services Corp. entered into a $15.04 million loan facility with Provident Bank to finance property acquisition and closing costs. The secured debt enhances fina…
TrustCo announced it will release second quarter 2026 results after market close on July 21. The earnings call will follow the next day on July 22.
Sunshine Biopharma and subsidiary Nora Pharma have settled all claims with former CEO Malek Chamoun following a mutual release agreement. The full settlement resolves complex legal…
Concentra Health Services Inc. agreed to a one-year consulting deal with retiring CMO Dr. Anderson. This administrative support ensures continuity in medical leadership.
NXG Cushing Midstream Energy Fund entered into an investment management agreement with Cushing Asset Management, LP, effective July 10, 2026. This agreement outlines the continued …
SRX Global approved a one-time dividend paid from SpaceX profits. This payout highlights strong performance across their investment portfolio.
Viking Acquisition Corp. II filed its audited balance sheet as of July 6, 2026, revealing $230 million in a trust account. The blank-check company reported total assets of $231.1 m…
Peraso Inc. and Roth Principal Investments have signed a letter agreement defining pricing for the company's committed equity facility. This document clarifies that share purchases…
American Battery Technology extended CEO Ryan Melsert's contract through a July 1, 2026 offer letter. Continued leadership may bolster confidence in the company's operations.
Forward Air Corporation filed an amendment to an executive restricted share agreement to clarify the Service definition. This administrative update does not signal major financial …
Origin Materials authorized one share of Series A Junior Preferred Stock from its authorized pool of 10 million shares. This move further prepares the company for potential future …