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The Vanguard Group filed Amendment No. 1 to Schedule 13G reporting its current position in TPI Composites (TPIC) as of 30 June 2025. Vanguard beneficially owns 2,118,611 common shares, representing 4.35 % of the outstanding class, placing the firm below the 5 % threshold that would require a Schedule 13D.

The filing shows no voting power (0 sole/0 shared), but Vanguard retains dispositive power over the entire position (2,101,075 sole; 17,536 shared). Shares are held in the ordinary course of business and not to influence control of the issuer. Vanguard identifies itself as an investment adviser under Rule 13d-1(b)(1)(ii)(E).

• Reporting Person: The Vanguard Group, Malvern, PA
• Percent owned: 4.35 %
• Filing type: Passive Schedule 13G/A
• Issuer address: 8501 N. Scottsdale Rd., Scottsdale, AZ 85253
• Signatory: Ashley Grim, Head of Global Fund Administration (29 Jul 2025)

Tilly's (TLYS) files Form 8-K announcing a CEO transition. On 25 Jul 2025 the Board named Nathan M. Smith (56) President & Chief Executive Officer effective 18 Aug 2025 and elected him to the Board, expanding it to seven members. Smith previously served as CEO of Marolina Outdoor and held senior posts at Boardriders and Oakley.

Compensation package:

• Base salary: $1.0 M /yr
• Annual cash bonus: 100% target, 200% max (from FY-26)
• Sign-on bonus: $400 k, repayable if he leaves within 2 yrs
• Equity: 900k time-based options (25% after 1 yr, monthly thereafter) plus 900k performance options vesting at $4, $6, $8 30-day avg price hurdles
• Perks: $24 k/yr car allowance; up to $35 k relocation costs and up to $7.9 k/mo housing through May-26
• Severance: 12 months鈥� salary + prorated bonus if terminated without cause

Founder Hezy Shaked will step down as President & CEO on the Commencement Date, remain Executive Chairman and cut his salary to $420 k. No related-party transactions or family ties were disclosed.

Form 144 filing: A security holder of Northern Trust Corp. (NTRS) intends to sell up to 23,559 common shares through Northern Trust Securities on or about 25 Jul 2025 on NASDAQ. The proposed sale carries an aggregate market value of $3.03 million and represents only 鈮�0.012 % of the 194.54 million shares outstanding, indicating limited dilution risk.

The shares derive from four prior vesting events: 3,447 shares (22 Jan 2018), 5,156 (20 Jan 2021), 5,015 (1 Mar 2022) and 9,941 (18 Jan 2023). The filer reports no other sales in the past three months. By signing, the seller affirms no undisclosed material adverse information and acknowledges potential criminal liability for false statements.

Form 4 highlights: On 07/07/2025, 10% owner Shay Capital LLC disclosed the purchase of derivative securities in Tilly鈥檚, Inc. (NASDAQ: TLYS).

• Security acquired: 300 call options (right to buy) on Tilly鈥檚 common stock.
• Strike / conversion price: $2.50 per share.
• Underlying shares: Each contract represents 100 shares, totalling 30,000 shares of common stock.
• Expiration: 16 Jan 2026.
• Transaction code: P (open-market purchase).
• Cost of option: $0.25 per contract as reported.
• Post-transaction holdings: 300 derivative securities held directly by the reporting person.

The filing indicates increased bullish exposure by a large shareholder but involves derivatives rather than outright share purchases. No other non-derivative transactions were reported.

Kineta, LLC (successor by merger to Kineta, Inc.) has filed nine Post-Effective Amendment No. 1s to previously effective Form S-8 registration statements to deregister all unsold shares that had been reserved for multiple legacy equity incentive and employee stock purchase plans. The administrative action follows the 30 June 2025 closing of the two-step merger in which Kineta became a wholly-owned subsidiary of TuHURA Biosciences, Inc. and was converted into Kineta, LLC. Because the stand-alone plans of Proteostasis Therapeutics, Yumanity Therapeutics and Kineta are now terminated, the related offerings are deemed concluded, triggering removal of the remaining registered securities. The amendments span Registration Statement Nos. 333-210521, 333-218544, 333-223664, 333-230155, 333-237181, 333-252691, 333-252692, 333-256853 and 333-268969, which collectively covered millions of potential shares across the 2008, 2016, 2018, 2020 and 2022 equity plans and various inducement grants. No new securities are being registered, no financial statements are provided, and the filing does not alter the merger consideration already distributed to former Kineta shareholders. The primary effect is the elimination of potential future dilution from the unissued shares and formal alignment of the capital structure with the post-merger entity.