List of Mergers and Acquisitions

  • Choubey Diwakar

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    • Filing Date: December 16, 2024

      Accession Number: 000121390024109288

      Corporate Action: Merger

      Summary preview: On December 10, 2024, Diwakar Choubey entered into a Merger Agreement wherein MoneyLion Inc. will me...

  • Wellgistics Health, Inc.

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    • Filing Date: December 17, 2024

      Accession Number: 000149315224050512

      Corporate Action: Acquisition

      Summary preview: Wellgistics Health, Inc. submitted a Response to the SEC regarding comments received on Amendment No...

    • Filing Date: December 6, 2024

      Accession Number: 000149315224049101

      Corporate Action: Acquisition

      Summary preview: Wellgistics Health, Inc. submitted a response letter to the SEC regarding the comments received from...

    • Filing Date: October 18, 2024

      Accession Number: 000149315224041642

      Corporate Action: Acquisition

      Summary preview: Wellgistics Health, Inc. (previously known as Danam Health, Inc.) submitted a response letter to the...

  • BROOKLINE BANCORP INC

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    • Filing Date: December 16, 2024

      Accession Number: 000110465924128696

      Corporate Action: Merger

      Summary preview: On December 16, 2024, Brookline Bancorp, Inc. and Berkshire Hills Bancorp, Inc. entered into a Merge...

    • Filing Date: December 16, 2024

      Accession Number: 000110465924128698

      Corporate Action: Merger

      Summary preview: On December 16, 2024, Brookline Bancorp, Inc., Berkshire Hills Bancorp, Inc., and Commerce Acquisiti...

  • NBT BANCORP INC

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    • Filing Date: December 13, 2024

      Accession Number: 000114036124049470

      Corporate Action: Merger

      Summary preview: NBT Bancorp Inc. reported an update regarding the merger agreement with Evans Bancorp, Inc. and Evan...

  • Triton International Ltd

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    • Filing Date: December 13, 2024

      Accession Number: 000119312524278496

      Corporate Action: Acquisition

      Summary preview: Triton International Limited responded to comments from the SEC related to its Registration Statemen...

  • Blaize, Inc.

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    • Filing Date: December 2, 2024

      Accession Number: 000110465924124407

      Corporate Action: Merger

      Summary preview: BurTech Acquisition Corp. and Blaize, Inc. submitted a request for an acceleration of the effective ...

    • Filing Date: November 22, 2024

      Accession Number: 000110465924122029

      Corporate Action: Merger

      Summary preview: This document is a response letter submitted by Norton Rose Fulbright US LLP on behalf of BurTech Ac...

    • Filing Date: November 13, 2024

      Accession Number: 000110465924117933

      Corporate Action: Merger

      Summary preview: On November 13, 2024, Blaize, Inc. submitted a response letter and Amendment No. 4 to the Securities...

  • Envirotech Vehicles, Inc.

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    • Filing Date: November 26, 2024

      Accession Number: 000143774924036276

      Corporate Action: Acquisition

      Summary preview: Envirotech Vehicles, Inc. is addressing comments from the SEC regarding its previous filings. The co...

  • TITAN INTERNATIONAL INC

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    • Filing Date: November 26, 2024

      Accession Number: 000089975124000100

      Corporate Action: Acquisition

      Summary preview: On November 26, 2024, Titan International, Inc. submitted correspondence regarding responses to comm...

  • Nuveen Churchill Private Credit Fund

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    • Filing Date: November 25, 2024

      Accession Number: 000162828024049174

      Corporate Action: Acquisition

      Summary preview: Nuveen Churchill Private Credit Fund has filed an updated definitive proxy statement regarding an as...

  • Triller Group Inc.

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    • Filing Date: November 22, 2024

      Accession Number: 000121390024101664

      Corporate Action: Merger

      Summary preview: This document serves as a response from Triller Group Inc. to the SEC regarding comments on their Pr...

    • Filing Date: August 1, 2024

      Accession Number: 000121390024064172

      Corporate Action: Merger

      Summary preview: AGBA Group Holding Limited submitted a response to SEC comments on their Preliminary Merger Proxy on...

  • Goldman Sachs Private Middle Market Credit LLC

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    • Filing Date: November 20, 2024

      Accession Number: 000119312524262828

      Corporate Action: Merger

      Summary preview: Goldman Sachs Private Middle Market Credit LLC responds to SEC comments regarding its Preliminary Pr...

  • 83 Investment Group Income Fund

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    • Filing Date: November 13, 2024

      Accession Number: 000158064224006932

      Corporate Action: Merger

      Summary preview: On November 13, 2024, 83 Investment Group Income Fund filed a correspondence regarding its merger pl...

  • FIDELITY ABERDEEN STREET TRUST

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    • Filing Date: November 8, 2024

      Accession Number: 000088019524000688

      Corporate Action: Merger

      Summary preview: Fidelity Aberdeen Street Trust is filing an update regarding the proposed reorganization of multiple...

    • Filing Date: November 7, 2024

      Accession Number: 000087846724000165

      Corporate Action: Merger

      Summary preview: This correspondence relates to the reorganization involving multiple Fidelity funds, specifically th...

    • Filing Date: October 31, 2024

      Accession Number: 000002854024000085

      Corporate Action: Merger

      Summary preview: Fidelity Aberdeen Street Trust filed correspondence detailing the rationale and regulatory responses...

    • Filing Date: October 1, 2024

      Accession Number: 000113322824009245

      Corporate Action: Merger

      Summary preview: Fidelity Aberdeen Street Trust has submitted a registration statement for a planned merger involving...

  • WYNNEFIELD PARTNERS SMALL CAP VALUE LP I

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    • Filing Date: November 7, 2024

      Accession Number: 000110465924115333

      Corporate Action: Acquisition

      Summary preview: Wynnefield Partners Small Cap Value, L.P. I filed a response to the SEC comment letter regarding the...

  • TRUST FOR PROFESSIONAL MANAGERS

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    • Filing Date: October 29, 2024

      Accession Number: 000089418924006478

      Corporate Action: Merger

      Summary preview: This correspondence addresses the comments from the SEC staff regarding the Preliminary Proxy Statem...

    • Filing Date: October 18, 2024

      Accession Number: 000089418924006270

      Corporate Action: Acquisition

      Summary preview: The document pertains to a preliminary proxy statement issued by the Trust for Professional Managers...

  • PSYCHEMEDICS CORP

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    • Filing Date: October 16, 2024

      Accession Number: 000117184324005650

      Corporate Action: Merger

      Summary preview: Psychemedics Corporation submitted a letter to the SEC addressing comments from the SEC staff regard...

  • Franklin Templeton ETF Trust

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    • Filing Date: October 11, 2024

      Accession Number: 000168035924000346

      Corporate Action: Merger

      Summary preview: On October 11, 2024, Franklin Templeton ETF Trust filed a correspondence in response to comments fro...

    • Filing Date: September 12, 2024

      Accession Number: 000168035924000315

      Corporate Action: Merger

      Summary preview: Franklin Templeton ETF Trust is filing a registration statement for a proposed merger with the Weste...

  • TIAA-CREF FUNDS

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    • Filing Date: October 11, 2024

      Accession Number: 000119312524236107

      Corporate Action: Merger

      Summary preview: On October 11, 2024, TIAA-CREF Funds filed a Form N-14 registration statement concerning the reorgan...

  • Tidal Trust III

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    • Filing Date: October 10, 2024

      Accession Number: 000199937124013210

      Corporate Action: Merger

      Summary preview: Tidal Trust III is filing an N-14 registration statement for the proposed reorganization of The BeeH...

  • ARC DOCUMENT SOLUTIONS, INC.

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    • Filing Date: October 4, 2024

      Accession Number: 000114036124042897

      Corporate Action: Merger

      Summary preview: ARC Document Solutions, Inc. submitted a correspondence to the SEC in response to comments on their ...

  • MORGAN STANLEY PATHWAY FUNDS

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    • Filing Date: October 4, 2024

      Accession Number: 000119312524233078

      Corporate Action: Merger

      Summary preview: Morgan Stanley Pathway Funds filed a response letter addressing comments from the SEC regarding thei...

    • Filing Date: August 20, 2024

      Accession Number: 000119312524203605

      Corporate Action: Merger

      Summary preview: Morgan Stanley Pathway Funds is proposing a reorganization involving the Large Cap Equity Fund and S...

  • Roth CH V Holdings, Inc.

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    • Filing Date: October 3, 2024

      Accession Number: 000110465924105962

      Corporate Action: Merger

      Summary preview: Roth CH V Holdings, Inc. filed an Amendment No. 3 to its Registration Statement on Form S-4 to addre...

    • Filing Date: August 9, 2024

      Accession Number: 000110465924087881

      Corporate Action: Merger

      Summary preview: Roth CH V Holdings, Inc. is responding to comments from the SEC regarding its Registration Statement...

    • Filing Date: June 28, 2024

      Accession Number: 000110465924076333

      Corporate Action: Acquisition

      Summary preview: On June 28, 2024, Roth CH V Holdings, Inc. submitted a response to the Securities and Exchange Commi...

  • AMERICAN BEACON FUNDS

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    • Filing Date: September 30, 2024

      Accession Number: 000113322824009193

      Corporate Action: Merger

      Summary preview: A Special Joint Meeting of Shareholders for the Ninety One Emerging Markets Equity Fund, Ninety One ...

    • Filing Date: August 14, 2024

      Accession Number: 000113322824007724

      Corporate Action: Merger

      Summary preview: This document outlines the proposed reorganization involving the merger of several funds under The A...

  • T. Rowe Price High Yield Fund, Inc.

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    • Filing Date: September 30, 2024

      Accession Number: 000110465924104204

      Corporate Action: Merger

      Summary preview: The letter addresses comments from the SEC regarding the T. Rowe Price High Yield Fund, Inc. in rela...

    • Filing Date: September 19, 2024

      Accession Number: 000110465924101312

      Corporate Action: Merger

      Summary preview: T. Rowe Price High Yield Fund, Inc. filed a response to comments received from the SEC regarding its...

    • Filing Date: August 16, 2024

      Accession Number: 000110465924090454

      Corporate Action: Merger

      Summary preview: On August 16, 2024, T. Rowe Price High Yield Fund, Inc. filed a registration statement on Form N-14 ...

  • Kurv ETF Trust

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    • Filing Date: September 27, 2024

      Accession Number: 000199937124012524

      Corporate Action: Merger

      Summary preview: This correspondence addresses comments from the U.S. Securities and Exchange Commission regarding th...

    • Filing Date: August 21, 2024

      Accession Number: 000199937124010468

      Corporate Action: Merger

      Summary preview: The document is a registration statement under the Securities Act of 1933 for Kurv ETF Trust. This f...

  • Medirom Healthcare Technologies Inc.

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    • Filing Date: September 25, 2024

      Accession Number: 000110465924102555

      Corporate Action: Acquisition

      Summary preview: Medirom Healthcare Technologies Inc. has responded to a comment letter from the SEC concerning their...

  • VALUED ADVISERS TRUST

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    • Filing Date: September 24, 2024

      Accession Number: 000158064224005715

      Corporate Action: Acquisition

      Summary preview: Valued Advisers Trust filed a preliminary proxy statement regarding a special meeting of shareholder...

  • Yuenglings Ice Cream Corp

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    • Filing Date: September 11, 2024

      Accession Number: 000182912624006218

      Corporate Action: Acquisition

      Summary preview: Yuengling’s Ice Cream Corp filed a response to SEC comments dated June 12, 2024, regarding its Form ...

  • FIDELITY SUMMER STREET TRUST

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    • Filing Date: September 5, 2024

      Accession Number: 000022532224000308

      Corporate Action: Merger

      Summary preview: The document discusses the upcoming merger between Fidelity SAI Sustainable Future Fund and Fidelity...

    • Filing Date: August 8, 2024

      Accession Number: 000113322824007542

      Corporate Action: Merger

      Summary preview: Fidelity Summer Street Trust has filed a registration statement under Form N-14 concerning the reorg...

  • Classover Holdings, Inc.

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    • Filing Date: August 26, 2024

      Accession Number: 000192998024000383

      Corporate Action: Merger

      Summary preview: Classover Holdings, Inc. filed Amendment No. 1 to its Draft Registration Statement on Form S-4 in re...

    • Filing Date: July 10, 2024

      Accession Number: 000192998024000296

      Corporate Action: Merger

      Summary preview: Classover Holdings, Inc. has submitted an updated response to the Securities and Exchange Commission...

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