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Q1 FY25 (Apr鈥揓un 2025, J-GAAP) snapshot:

• Ordinary income 楼2.13 tn, 鈥�10.5 % YoY on softer trading and loan yields.
• Ordinary profit 楼368.6 bn, +4.0 % YoY; net profit attributable to owners 楼290.5 bn, +0.4 % (EPS 楼115.90).
• Total assets fell 1.6 % since Mar-25 to 楼278.7 tn; own-capital ratio edged up to 3.7 %.
• NPL ratio improved to 0.73 % (鈥�23 bp); credit-related costs a modest 楼11.4 bn.

Guidance & shareholder returns: Full-year profit target lifted 8.5 % to 楼1.02 tn (15 % YoY growth), implying FY EPS 楼407.81. Dividend outlook unchanged at 楼145/share (up 楼5 YoY) with 楼72.5 interim.

Segment colour: Retail & Business Banking and CIBC drove net business profit growth; Global Markets cooled as ETF-related gains shrank to 楼3.2 bn (vs 楼31.7 bn). Net interest income rose 30 % YoY while trading income slid 14 %.

Balance-sheet trends: Loans down 楼0.14 tn to 楼94.0 tn; deposits down 楼0.62 tn to 楼154.3 tn. Unrealised gains on securities up 楼162 bn to 楼1.37 tn, aided by equity market strength. Treasury stock grew to 14.4 m shares.

Takeaway: Upgraded guidance, better asset quality and stable dividends offset revenue pressure and a still-thin capital base, signalling cautious but improving fundamentals.

Capital One Financial (COF) Chief Information Officer Robert M. Alexander reported the sale of 10,114 common shares on 07/23/2025 at $227.86 per share, totaling roughly $2.3 million in proceeds. The sale was executed under a Rule 10b5-1 plan adopted 02/14/2025, indicating it was pre-scheduled rather than discretionary.

After the transaction, Alexander鈥檚 direct holdings declined to 68,707 shares; he also retains 100 shares indirectly through The Alexander Fund and 2 shares in a UGMA account. No derivative securities were bought or sold. While the filing does not affect Capital One鈥檚 operations or guidance, investors often watch insider sales for sentiment signals. Alexander continues to hold a significant equity stake, maintaining alignment with shareholder interests.

JPMorgan Chase & Co. filed Amendment No. 1 to its Schedule 13G reporting its beneficial ownership in Yum! Brands, Inc. (YUM) as of 30 June 2025. The bank and its subsidiaries disclose aggregate beneficial ownership of 18,165,911 common shares, representing 6.5 % of YUM鈥檚 outstanding stock. Within this total, JPMorgan has sole voting power over 16,397,437 shares and shared voting power over 157,631 shares; it holds sole dispositive power over 18,055,947 shares and shared dispositive power over 104,615 shares. The filer is organized in Delaware and certifies that the shares were acquired and are held in the ordinary course of business, without intent to influence control of the issuer. Subsidiaries listed as holding or managing the securities include J.P. Morgan Securities LLC, JPMorgan Chase Bank N.A., multiple international asset-management units, and others. The filing is made pursuant to Rule 13d-1(b) as JPMorgan qualifies as a parent holding company/control person. Signature was provided by Vice President Rachel Tsvaygoft on 24 July 2025.

TIAA-CREF Investment Management, LLC (TCIM) filed Amendment 1 to Schedule 13G for Rocket Companies, Inc. (RKT).

• Beneficial ownership: 11,496,710 Class A shares, equal to 7.60 % of outstanding common stock as of 30 Jun 2025.
• Sole voting & dispositive power: 8,820,802 shares; no shared power reported.
• Filed under Rule 13d-1(b) as an institutional investment adviser; TCIM certifies the stake is held in the ordinary course and not to influence control.

The disclosure adds a large U.S. institutional investor to RKT鈥檚 register, signalling increased professional interest yet no activist intent. No purchase price, acquisition timing, or strategic commentary is provided.

Teachers Advisors, LLC (TAL) filed Amendment No. 1 to Schedule 13G on 06/30/2025 disclosing a beneficial stake in Rocket Companies, Inc. (RKT) common stock.

• Shares owned: Item 4 lists 11,496,710 shares, equating to 7.60 % of the outstanding class.
• Voting / dispositive power: TAL cites sole voting and dispositive power over 2,640,084 shares and no shared power.
• Reporting status: TAL files as an investment adviser (Rule 13d-1(b)(1)(ii)(E)) organized in Delaware and certifies the shares were acquired in the ordinary course of business, not with the intent to influence control.
• Certification & sign-off: Signed by Managing Director & Chief Compliance Officer Stuart R. Brunet on 07/21/2025.

Notable observation: Earlier summary boxes inside the filing reference 2,640,084 shares (1.74 %), while Item 4 cites 11,496,710 shares (7.60 %), indicating an internal inconsistency that merits clarification.

iTeos Therapeutics (ITOS) entered into a definitive Agreement & Plan of Merger on 18-Jul-2025 with Concentra Biosciences.

• Tender offer: $10.047 cash per share plus one contingent value right (CVR); offer must start within 10 business days.
• Key conditions: more than 50% of voting shares tendered, no legal restraints, customary reps & warranties, and minimum $475 m Closing Net Cash; no financing condition.
• Post-offer merger: Merger Sub will be merged into ITOS under DGCL 搂251(h), creating a wholly-owned Concentra subsidiary without further shareholder vote.
• CVR economics: 100% of cash above $475 m and 80% of proceeds from divestiture of specified pipeline assets completed within six months of closing, payable up to eight years.
• Protections: Tang Capital issued a limited guaranty capped at $465 m; board unanimously recommends the transaction; directors & officers (鈮�0.6% ownership) signed tender support agreements.
• Break fees: $8.4 m if ITOS accepts a superior proposal; Concentra can recover up to $0.5 m expenses if net cash threshold missed.
• Related items: ITOS terminated its 2020 ESPP and reached a Mutual Termination Agreement with GSK requiring a $32 m payment.
• Timeline: Offer/merger must close by 16-Oct-2025 or either party may terminate.

Plymouth Industrial REIT, Inc. (PLYM) filed a Form S-8 with the SEC on 11 July 2025 to register 500,000 additional shares of its $0.01 par value common stock for issuance under the newly adopted Fourth Amended and Restated 2014 Incentive Award Plan. The plan, which replaces the Third Amended Plan, was approved by shareholders on 12 June 2025 and expands the equity pool available for employee, officer and director compensation.

The filing incorporates by reference the company鈥檚 2024 Form 10-K, Q1-2025 Form 10-Q and several 2025 Form 8-Ks, and includes standard exhibits such as the plan document (Exhibit 4.2), legal opinion from Morrison & Foerster LLP (Exhibit 5.1) and independent auditor consent from PwC (Exhibit 23.1). Apart from customary indemnification language and undertakings, no new financial results or operational updates are disclosed. The registration is administrative in nature, intended to facilitate ongoing equity-based compensation while resulting in a modest increase in the company鈥檚 total shares outstanding.

Rock Holdings Inc. (RHI) has filed Amendment No. 2 to Schedule 13G regarding Rocket Companies, Inc. (NYSE: RKT). The filing states that, following Rocket鈥檚 previously announced 鈥淯p-C鈥� collapse completed on 30 June 2025, RHI now beneficially owns 0 shares of Rocket鈥檚 Class A common stock, equivalent to 0 % of the outstanding class. Under the Transaction Agreement dated 9 March 2025, Eclipse Sub, Inc. first merged with RHI and RHI shareholders exchanged each RHI share for 56.54 newly issued Rocket Class L common shares. Immediately thereafter, RHI merged into Rocket GP, LLC. Consequently, RHI reports no sole or shared voting or dispositive power over Rocket securities and qualifies for 鈥渙wnership of 5 % or less鈥� under Item 5 of Regulation 13D-G. The certification is signed by Treasurer & CFO Matthew Rizik on 8 July 2025.

Rocket Companies, Inc. (NYSE: RKT) 鈥� Schedule 13D filing dated 07/08/2025

The filing discloses the share ownership positions of Daniel Gilbert (Chairman), the Daniel Gilbert Trust #1, and Jennifer Gilbert (director) following the 30 June 2025 collapse of the company鈥檚 鈥淯p-C鈥� structure. The transaction exchanged Rock Holdings Inc. (RHI) shares and Class D common stock for newly created Class L-1 and Class L-2 common stock.

• Daniel Gilbert beneficially owns 1,608,089,722 shares (76.45 % of the Class A equivalent) comprising 996.8 M sole-vote shares and 611.3 M shared-vote shares. His stake includes direct holdings, trust holdings, shares subject to an irrevocable proxy from Jennifer Gilbert, and shares controlled under voting agreements with senior executives.
• Daniel Gilbert Trust #1 owns 140,215,280 shares (6.67 %).
• Jennifer Gilbert owns 314,055,385 shares (14.93 %), all subject to Daniel Gilbert鈥檚 voting control via an irrevocable proxy.

Capital-structure implications

• The new classes come with transfer restrictions: Class L-1 locked until 30 Jun 2026, Class L-2 until 30 Jun 2027.
• Each Class L share converts 1-for-1 into Class A common stock after the lock-up or immediately prior to transfer, introducing a potential 1.85 B incremental Class A shares鈥�> an 鈮�12脳 increase versus the 151.3 M Class A shares outstanding as of 2 May 2025.
• Automatic conversion of all Class L shares will occur on the later of 30 Jun 2027 or when Class L voting power falls below 79 %.

Governance & agreements

• Daniel Gilbert retains majority voting control and can unilaterally approve or block shareholder actions.
• Key contracts remain in force: Registration Rights Agreement (Aug 2020), a new Letter Agreement preserving information rights, irrevocable proxy from Jennifer Gilbert, and Voting Agreements with 12 senior insiders aligning their votes with Gilbert.

Investor takeaway: The Up-C collapse simplifies the tax and ownership structure but keeps founder control intact and sets up a material future float expansion once Class L shares convert. Minority investors face significant potential dilution and continuing governance concentration.