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Wednesday, November 4, 2026

Markets

Rates, jobs, and market-wide news

SEI Tax Exempt Trust Discloses Latest Financials in Filing

SEI Tax Exempt Trust reveals financial details in its latest filing, highlighting significant assets and liabilities in the municipal bond sector.

Fidelity Core Real Estate Fund Declares October 2026 Distributions

Fidelity Core Real Estate Fund announces its October 2026 distributions, reflecting ongoing commitment to shareholder value in the REIT sector.

Reichardt Carl Edwin Jr. Files Initial Ownership Statement

Reichardt Carl Edwin Jr. files an initial statement showing no current holdings in Horton D R Inc., signaling potential changes in ownership dynamics.

Variable Annuity I Series Account Amends Annual Notice

Variable Annuity I Series Account updates annual notice, changing Third Avenue Value Portfolio expense to 1.31%. Key for investors and industry.

American Century ETF Trust Files Annual Shareholder Report

American Century ETF Trust releases its annual shareholder report, detailing financial performance and investment strategies for various ETFs.

Ivy Funds Updates Management for Global Growth, Core Equity Funds

Ivy Funds announces management changes for its Nomura Global Growth Fund and Nomura International Core Equity Fund, effective immediately.

Ivy Funds Updates Management for Key Investment Funds

Ivy Funds announces a management update for its Nomura Global Growth Fund and Nomura International Core Equity Fund, marking a strategic shift in leadership.

Ivy Variable Insurance Portfolios Updates Fund Management Team

Ivy Variable Insurance Portfolios announces changes to its fund management team, aiming to enhance performance and investor confidence.

Ivy Funds Updates Portfolio Management Team in SEC Filing

Ivy Funds announces changes to its portfolio management team, appointing Charles John and Trey Schorgl as primary managers for key funds.

Ivy Variable Insurance Portfolios Updates Portfolio Management Team

Ivy Variable Insurance Portfolios announces changes to its portfolio management team, signaling a strategic shift in its investment approach.

Global X Funds registers Global X Magnificent Six ETF

Global X Funds has filed to register the Global X Magnificent Six ETF, expanding its offerings in the competitive ETF market.

JBDI Holdings to Implement Dual-Class Share Structure

JBDI Holdings Ltd announces a dual-class share structure effective November 2, enhancing its governance and market presence.

Global X Funds certifies prospectus compliance for ETF

Global X Funds certifies compliance with SEC regulations for its Global X Magnificent Six ETF, ensuring transparency for investors.

Humphrey reports stock changes amid executive transition

Matthew L. Humphrey disclosed changes in stock holdings with United Bankshares, reflecting shifts in executive compensation strategies in the banking sector.

Leonard J. Daniel buys 125 shares of Oak Valley Bancorp

Daniel J. Leonard acquires 125 shares of Oak Valley Bancorp, reflecting confidence in the bank's future and impacting investor perceptions.

Province of British Columbia Files Annual Report on Debt

The Province of British Columbia has filed its annual report detailing its financial obligations and debt management strategies, impacting the foreign government sector.

Lloyds Banking Group Reports Capitalisation as of September 2026

Lloyds Banking Group plc reveals its capital structure for Q3 2026, showing a total capitalisation of £150.7 billion, indicating strong financial health.

Fidelity Private Credit Fund Launches Tender Offer for Shares

Fidelity Private Credit Fund announces a tender offer to buy back up to 5% of its shares, enhancing shareholder value amid competitive market conditions.

Chegg CEO Daniel Rosensweig Disposes of Nearly 200,000 Shares

Chegg's CEO Daniel Rosensweig disposes of 198,279 shares to cover tax obligations, reflecting strategic adjustments in the educational services industry.

Nuveen Investment Trust V reveals $6.36 billion in assets

Nuveen Investment Trust V reports $6.36 billion in total assets, demonstrating transparency in investment strategies amid industry scrutiny.

Financialist News Desk

Our desk turns official SEC filings into news. Each story is checked against the original filing. About us → · Editorial standards →