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UnitedHealth Group (UNH) filed an 8-K announcing a leadership change. Wayne S. DeVeydt, currently a Managing Director at Bain Capital and former CFO of Elevance Health, will become Chief Financial Officer on 2 Sep 2025. Incumbent CFO John F. Rex, who has held the post since 2016, will transition to Strategic Advisor to the CEO.

Key compensation terms: (1) $1 million base salary; (2) target annual cash bonus equal to 200% of salary; (3) annual equity award target of $10 million, with a pro-rated $3 million 2025 grant split between RSUs/NSOs ($1.5 m) and performance-based RSUs ($1.5 m); (4) $1.2 million sign-on cash bonus subject to claw-back; (5) $5 million sign-on equity (50% RSUs, 50% NSOs) mirroring regular-award vesting; (6) retirement eligibility after age 60 and five years鈥� service; (7) severance of 2脳 base salary plus the prior two annual bonuses for terminations without cause or for good reason.

No related-party transactions under Item 404(a) were disclosed. An employment agreement (Ex. 10.1) and the press release (Ex. 99.1) are filed with the report.

Bank of Montreal, Bank of Montreal Holding Inc. and BMO Nesbitt Burns Inc. jointly filed a Schedule 13G for LMP Capital & Income Fund Inc. (SCD). As of 30 June 2025 they beneficially own 1,528,853 transferable rights, representing 8.17 % of the class, crossing the 5 % disclosure threshold. All voting and dispositive power is shared; none is held solely by any filer. The rights are held in the ordinary course of prime-broker business on behalf of clients, and the filers certify the stake is passive with no intent to influence control. No additional agreements, transactions or control arrangements are disclosed.

NVIDIA Corp. (NVDA) has filed a Form 144 indicating that President & CEO Jensen (Jen-Hsun) Huang intends to sell 75,000 common shares on 31 Jul 2025 through Charles Schwab. The shares, acquired via an option exercise on 15 Sep 2023, carry an estimated aggregate market value of $13.5 million (鈮�$180 per share).

The filing also details Huang鈥檚 recent activity: over the past three months he executed 28 separate sales totaling roughly 2.0 million shares for 鈮�$332 million in gross proceeds, with individual blocks of 50 k鈥�75 k shares sold between 20 Jun 2025 and 30 Jul 2025. The newly proposed sale would raise disclosed dispositions to about 2.1 million shares.

Form 144 serves only as advance notice; execution is not guaranteed and transactions may be made under a Rule 10b5-1 trading plan. The document contains no operational or earnings information.

Insider activity: On 07/29/2025, Select Medical Holdings (SEM) Executive Chairman & Director Robert A. Ortenzio received 250,000 restricted shares at $0. The grant vests in three equal annual installments over the next three years.

Post-transaction, Ortenzio owns 7,081,788 shares directly and 2,120,245 shares indirectly through family trusts, for total exposure of roughly 9.2 million shares. No shares were sold and no options or other derivatives were involved.

The award modestly dilutes shareholders (鈮�0.18% of SEM鈥檚 136 m shares outstanding) but reinforces insider alignment as the founder increases his stake without cash outflow.

Insider activity: On 07/29/2025, Select Medical Holdings (SEM) Executive Chairman & Director Robert A. Ortenzio received 250,000 restricted shares at $0. The grant vests in three equal annual installments over the next three years.

Post-transaction, Ortenzio owns 7,081,788 shares directly and 2,120,245 shares indirectly through family trusts, for total exposure of roughly 9.2 million shares. No shares were sold and no options or other derivatives were involved.

The award modestly dilutes shareholders (鈮�0.18% of SEM鈥檚 136 m shares outstanding) but reinforces insider alignment as the founder increases his stake without cash outflow.

On 30 Jun 2025, four Canadian investment firms jointly filed a Schedule 13G disclosing a new >5 % passive stake in Gildan Activewear Inc. (NYSE: GIL).

• Total beneficial ownership: 7,678,872 common shares, representing 5.10 % of shares outstanding.
• Largest holder: Jarislowsky, Fraser Ltd. with 7,412,206 shares (4.92 %).
• Other filers: 1832 Asset Management L.P. (61,336); MD Financial Management Inc. (105,450); Scotia McLeod / Scotia Capital (99,880).
• Sole voting & dispositive power: 7,678,272 shares; shared power: 600 shares.
• Filed under Rule 13d-1(b) as institutional investors (FI/IA); certification states the stake is held in the ordinary course with no intent to influence control.

The disclosure signals incremental institutional interest but does not indicate activist activity or strategic intent. Investors may view the ownership as a modest vote of confidence from well-known Canadian asset managers.

Dolby Laboratories (DLB) Q3 FY25 (quarter ended 27-Jun-25) delivered solid top-line and earnings growth.

• Revenue rose 9.3 % YoY to $315.5 m, driven by licensing (+8.5 % to $289.9 m) and products & services (+18.0 % to $25.6 m).
• Gross profit climbed 7.3 % to $271.5 m; gross margin slipped 170 bp to 86.0 % as product mix shifted toward lower-margin hardware.
• Operating income grew 29.5 % to $47.6 m; operating margin expanded 240 bp to 15.1 % helped by a $0.5 m restructuring credit.
• Net income attributable to Dolby increased 19.9 % to $46.1 m; diluted EPS $0.48 vs $0.40.
• YTD revenue up 7.6 % to $1.04 bn; diluted EPS $2.11 (+1.0 %).

Cash & liquidity: Cash and equivalents jumped to $698.6 m (鈫�$216 m since FY24 year-end) after strong operating cash flow of $349.4 m (鈫�66 %). Balance-sheet remains debt-free; total liabilities fell 7 % to $582 m.

Capital return: Q3 dividend increased to $0.33/sh (prior $0.30); YTD dividends $95 m and share repurchases $90 m reduced diluted shares to 96.9 m.

Mix & markets: Broadcast remains largest licensing market (38 %), while Mobile fell 11 % YoY. International accounts for 72 % of revenue. R&D spend flat YoY; S&M up 11 % to support Dolby Atmos/Dolby Vision adoption.

Outlook signals: Higher cash, margin expansion and continued buybacks support shareholder returns, though lower interest income and modest gross-margin compression merit monitoring.

CVR Energy, Inc. (CVI) filed a Form S-8 to register 2,500,000 additional common shares for issuance under its Third Amended and Restated 2007 Long-Term Incentive Plan. The share increase, already approved by shareholders on 5 Jun 2025, brings the total number of plan-eligible shares up to date (prior S-8 filed in 2008). The filing incorporates by reference the company鈥檚 most recent 10-K, 10-Q and selected 8-Ks, thereby updating all material disclosures without reproducing them here.

The registration supports ongoing equity-based compensation for directors, officers and employees. Standard Delaware indemnification provisions, director & officer liability insurance, and a legal opinion from Proskauer Rose LLP accompany the filing. No new financial results, guidance or transactions are disclosed; the document鈥檚 sole economic impact is potential equity dilution equal to roughly 2.5 million shares, or about 2.5 % of the current 99 million basic shares outstanding (based on last 10-Q).

Form 4 highlights for SELECT MEDICAL HOLDINGS CORP (SEM): Executive Vice President Martin F. Jackson was granted 150,000 shares of SEM common stock on 07/29/2025. The shares are restricted stock that will vest in three equal annual tranches (per the footnote) and were issued at a stated price of $0, indicating an equity incentive rather than an open-market purchase.

Following the award, Jackson now holds 1,412,881 shares directly. In addition, he reports 10,536 shares held indirectly for the benefit of his children, which he disclaims except for any pecuniary interest.

No derivative securities were reported in Table II and no sales occurred, so the transaction is purely an equity grant. The filing signals continued insider alignment with shareholders but entails a small incremental dilution to existing owners.