SignalX Weekly2026 W40Sep 28 to Oct 2, 2026

Deal 8-Ks hit 140, the most since early August

AMD disclosed an $8.2B all-stock deal for World Labs and Paramount's WBD merger cleared a court hurdle. Among insiders, GameStop CEO Ryan Cohen bought $27.6M of stock on the open market.

Published Data as of 한국어

Deal-related 8-Ks, by week

8-Ks classified as M&A, completed deal or divestiture

147
Show data
Deal-related 8-Ks, by week
Week ofCount
Aug 3, 2026147
Aug 10, 2026105
Aug 17, 202692
Aug 24, 202664
Aug 31, 2026110
Sep 7, 202691
Sep 14, 202688
Sep 21, 202681
Sep 28, 2026140
8-Ks filed
1,077
+19% vs 904 prior week
High-importance 8-Ks
239
+39% vs 172 prior week
SignalX score 3 or higher out of 4
Insider open-market buys
$283M
+26% vs $225M prior week
Insider open-market sales
$1.04B
−49% vs $2.02B prior week

What were the biggest filings this week?

Ranked by company size, importance and dollar value

  1. 1
    AMDAcquisition

    AMD is buying World Labs in an $8.2B all-stock deal. The number of shares it issues will be set by AMD's 10-day Nasdaq volume-weighted average price before closing, and the shares are being issued privately under Section 4(a)(2) and Rule 506.

    8-K Item 3.02 · Sep 280000002488-26-000182
  2. 2

    A court lifted the order that blocked closing of the WBD merger. In exchange, a five-year decree requires 30 theatrical releases a year, rising to 32, with $30M due for each missed film. Closing was expected on October 6, when WBD holders would receive $31.0167 a share.

    8-K Item 8.01 · Sep 300001104659-26-1123478-K Item 5.02, 7.01 · Oct 10001104659-26-112829
  3. 3
    GameStopGMECEO buy

    CEO Ryan Cohen bought 1,150,000 shares on the open market from September 29 to October 2 at an average $24.04, about $27.6M (transaction code P). Director Nat Turner added $255K the same week.

    Form 4 filings, trades Sep 29 to Oct 2
  4. 4
    onsemiON+SynapticsSYNAMerger

    The two companies signed an amended merger agreement on October 1. The deal still needs Synaptics stockholder approval and regulatory clearances, and onsemi said the timing of closing remains uncertain.

    8-K Item 1.01, 8.01 · Oct 10001140361-26-0382948-K Item 1.01, 7.01 · Oct 10001140361-26-038301
  5. 5
    CortevaCTVASpin-off

    Corteva completed the separation of its seed business into Vylor on October 1. Shareholders of record on September 24 received Vylor shares pro rata, and Vylor was set to begin regular-way NYSE trading as VYLR on October 1.

    8-K Item 8.01 · Oct 10001193125-26-409895

What did insiders buy and sell?

Officer and director sales fell to $1.04B, about half the prior week and the lowest since the week of July 20. Buys rose to $283M, the most since the week of August 17, though 15% of that is one single-day purchase at a single price, which we leave out of the table below.

Open-market buys, by week

Officers and directors, Form 4s filed each week

$430M
Show data
Open-market buys, by week
Week ofValue
Jul 13, 2026$30.9M
Jul 20, 2026$44.0M
Jul 27, 2026$65.5M
Aug 3, 2026$53.8M
Aug 10, 2026$191M
Aug 17, 2026$430M
Aug 24, 2026$112M
Aug 31, 2026$129M
Sep 7, 2026$130M
Sep 14, 2026$97.9M
Sep 21, 2026$225M
Sep 28, 2026$283M

Open-market sales, by week

Same weeks, different scale from buys

$4.15B
Show data
Open-market sales, by week
Week ofValue
Jul 13, 2026$1.93B
Jul 20, 2026$570M
Jul 27, 2026$1.15B
Aug 3, 2026$2.98B
Aug 10, 2026$4.15B
Aug 17, 2026$3.90B
Aug 24, 2026$2.63B
Aug 31, 2026$2.01B
Sep 7, 2026$1.64B
Sep 14, 2026$2.19B
Sep 21, 2026$2.02B
Sep 28, 2026$1.04B
Notable buys
CompanyWhoTrade datesValueAvg price
GameStopGMECEO and a director
CEO is 99% of the total
9/29 to 10/2$27.9M$24.04
NayaxNYAXCEO and another insider
CEO Yair Nechmad $4.2M
9/22 to 9/30$4.3M$46.23
Xenon PharmaceuticalsXENECEO and CFO
45,000 shares the same day
9/30$1.7M$37.36
H.B. FullerFUL7 directors
Six bought about $100K each
9/28 to 9/30$621K$49.38
Presurance HoldingsPRHI5 insiders incl. CEO and CFO9/30$249K$6.71
Largest CEO and CFO sales
CompanyWhoTrade datesValueAvg price
KE HoldingsBEKEPeng Yongdong, CEO
Class A ordinary shares, held indirectly
9/25$84.6M$5.27
Monolithic Power SystemsMPWRMichael Hsing, CEO9/28$40.3M$1,344.97
CoreWeaveCRWVMichael Intrator, CEO9/29 to 9/30$33.5M$86.86
MedpaceMEDPAugust Troendle, CEO9/25 to 9/30$31.9M$622.88
SeagateSTXWilliam Mosley, CEO10/1$27.7M$922.35
LumentumLITEWajid Ali, CFO10/1$25.7M$1,048.50

Large executive sales are often made under prearranged 10b5-1 plans, so they say less than buys; each Form 4 footnote says whether a plan was used. Left out of the buy table: one-day purchases at a single price that can be offering allocations (ADARx, ADRX, $43.4M at $17.00), eleven Simon Property directors buying at one price on one day, interval and private funds, prices under $1 and SPACs.

What did the 8-Ks say?

One 8-K can carry several items, so the item counts add up to more than 1,077. Item 1.01 (material agreement) appeared on 248 8-Ks, the most in nine weeks, in step with the rise in deal filings.

8-K items filed this weekOne 8-K can carry several items
  • 7.01Reg FD disclosure320
  • 8.01Other events319
  • 1.01Material agreement248
  • 5.02Officer or director change226
  • 2.03New debt71
  • 3.02Unregistered stock sale64
  • 5.03Bylaw amendment54
  • 5.07Shareholder vote50
  • 2.02Earnings release47
  • 2.01Deal completed34
  • 3.01Listing deficiency28

Deals and closings

Red flags

  • McCormickMKCDismissed EY as auditor, effective after its fiscal 2026 10-K, over an expected independence conflict tied to the Unilever foods deal; no disagreements reported8-K Item 4.01 · Sep 280000063754-26-000322
  • NikeNKEAbout $1.0B of additional pre-tax restructuring charges, about $0.3B of it in fiscal 20278-K Item 2.02, 2.05 · Oct 10000320187-26-000184
  • Getty ImagesGETYListing-standard notice; postponed its annual meeting planned for October 88-K Item 3.01, 8.01 · Oct 10001213900-26-105790
  • Leslie'sLESLFiled Item 1.03 (bankruptcy or receivership) along with a Nasdaq delisting notice for a bid price under $18-K Item 1.01, 1.03, 2.04, 2.05, 3.01, 7.01 · Sep 300001193125-26-408874

Leadership changes

Trials and financing

  • Kodiak SciencesKODZenkuda met the Phase 3 DAYBREAK primary endpoint in wet AMD, non-inferior to aflibercept (p=0.0007); a BLA is planned for Q4 20268-K Item 8.01 · Sep 280001193125-26-403481
  • TransDigmTDGIssued $3.0B of 6.75% senior secured notes due 2035 to repurchase $2.1B of notes due 20288-K Item 1.01, 2.03 · Sep 290001193125-26-406037

Activists and funds

13D stakes

BrightSpire CapitalBRSP

One 13D from a tracked filer: CWRE SSF Securities Holding reported 8.7% of BrightSpire Capital and asked the board and independent directors to waive the ownership limit so it can add to the stake (filed September 29).

13F holdings

Third-quarter 13Fs are due Monday, November 16, because November 14 falls on a Saturday. None were filed this week; last quarter 79 arrived in the deadline week alone (August 10 to 14).

Frequently asked questions

What is the SignalX Weekly?

A weekly summary of what U.S. companies filed with the SEC: 8-K events, Form 4 insider trades, 13D stakes and 13F deadlines. SignalX collects the filings from EDGAR, counts them, and links every highlighted item to its source filing.

How are the insider totals counted?

Open-market purchases (code P) and sales (code S) of non-derivative shares by officers and directors, from Form 4s filed Monday to Friday. Duplicate joint filings are removed and prices above $20,000 a share are dropped as data errors.

What counts as a deal-related 8-K?

An 8-K that SignalX's event classifier labels as a merger or acquisition, a completed deal, or a divestiture. One deal can produce several 8-Ks, for example from both the buyer and the target.

Is this investment advice?

No. It reports what companies and insiders disclosed in public filings. Check the original filing before acting on anything here.

Data and method

Source: SEC EDGAR filings collected and classified by SignalX. 8-Ks filed Sep 28 to Oct 4; insider figures cover officer and director open-market purchases (P) and sales (S) of non-derivative shares on Form 4s filed Sep 28 to Oct 2, with joint-filing duplicates and prices above $20,000 a share removed. Importance scores (0 to 4) and event types come from SignalX's classification model. Data as of Oct 8, 2026.

SignalX Weekly summarizes public SEC filings for research. It is not investment advice. Figures are as of the data date above and can change if a filing is amended.

Follow these filings as they land

The insider screener and company pages update as new filings arrive on EDGAR.