Recent Annual Reports

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ExchangeRight Income Fund
10-K February 26, 2026

Key Highlights

  • Consistent distributions to shareholders with options for dividend reinvestment.
  • Diversified portfolio across essential sectors (retail, industrial, medical offi...
  • Prudent financing strategy utilizing fixed-rate mortgage loans and interest rate...
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AvePoint, Inc.
10-K February 26, 2026

Key Highlights

  • Achieved strong revenue growth of 15% to $305 million in 2024, primarily driven ...
  • Maintained a high gross margin of 72% and generated positive cash flow from oper...
  • Strategic investments in R&D, sales, and the Ydentic acquisition position the co...
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DUKE ENERGY PROGRESS, LLC.
10-K February 26, 2026

Key Highlights

  • Operates as a regulated public utility with stable service territories in North ...
  • Strong financial health characterized by robust operating cash flows and a balan...
  • Strategic focus on clean energy transition, including investments in renewables,...
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Baldwin Insurance Group, Inc.
10-K February 26, 2026

Key Highlights

  • Divestiture of wholesale business in March 2024 to sharpen focus on higher-margi...
  • Reported total revenues of $1.2 billion for 2023, a 5% increase, driven by stron...
  • Proactive debt management, including issuing $400 million in new senior secured ...
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Key Highlights

  • Achieved steady performance with net investment income growth and modest NAV per...
  • Maintains a strong financial position with a cautious debt-to-equity ratio and a...
  • Leverages its Morgan Stanley affiliation for significant competitive advantages,...
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Phathom Pharmaceuticals, Inc.
10-K February 26, 2026

Key Highlights

  • FDA approved and successfully launched VOQUEZNA for erosive esophagitis in late ...
  • Reported substantial net product revenue growth to $85.2 million in 2023 from $1...
  • Reduced net loss to $210.5 million in 2023 from $250.1 million in 2022, despite ...
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Arcellx, Inc.
10-K February 26, 2026

Key Highlights

  • Lead candidate CART-ddBCMA showed promising Phase 2 data and is targeting early ...
  • Strong strategic partnership with Kite Pharma (a Gilead Company) de-risks develo...
  • Solid financial position with $450 million cash and runway into late 2027, with ...
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Xperi Inc.
10-K February 26, 2026

Key Highlights

  • Strong growth in Media Platform (TiVo OS) revenue (25% increase) and activations...
  • Positive operating cash flow of $70 million despite a net loss, indicating stron...
  • Stable and significant licensing revenue ($290 million) from mature segments pro...
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Viatris Inc
10-K February 26, 2026

Key Highlights

  • Successfully generated $2 billion in cash from divestitures in 2024, with planne...
  • Strategically acquired late-stage assets from Idorsia Pharmaceuticals for $100 m...
  • Reduced total debt by $2 billion to $17.0 billion and significantly increased ca...
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Claritev Corp
10-K February 26, 2026

Key Highlights

  • Achieved consistent revenue growth for the third consecutive year, reaching $2.2...
  • Strategic expansion through key acquisitions (Benefits Science LLC, OPCG LLC) en...
  • Strong profitability with gross margin improving to 70%, operating income up to ...
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VTEX
20-F February 26, 2026

Key Highlights

  • Robust digital commerce platform demonstrating strong financial performance with...
  • Significant improvement in profitability, marked by a reduced Net Loss and enhan...
  • Strong financial position with $280.0 million in cash and cash equivalents and a...
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Palmer Square Capital BDC Inc.
10-K February 26, 2026

Key Highlights

  • Operates as a BDC, primarily generating current income and capital appreciation ...
  • Aims to deliver attractive risk-adjusted returns to shareholders, often through ...
  • Maintained investment-grade credit ratings, reflecting strong financial position...
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