Financial Data and Key Metrics Changes - The firm reported record net revenues of $3.7 billion for the fiscal first quarter, with net income available to common shareholders at $562 million and earnings per diluted share of $2.79 [11] - Adjusted net income available to common shareholders was $577 million, resulting in adjusted earnings per diluted share of $2.86, with a pre-tax margin of 19.5% and an adjusted pre-tax margin of 20% [11][12] - The annualized return on common equity was 18%, and the annualized adjusted return on tangible common equity was 21.4% [11] Business Line Data and Key Metrics Changes - The Private Client Group generated pre-tax income of $439 million on record quarterly net revenues of $2.77 billion, driven by higher assets under administration [12] - The Capital Markets segment generated quarterly net revenues of $380 million and a pre-tax income of $9 million, with revenues declining year-over-year and sequentially [12] - The asset management segment achieved record pre-tax income of $143 million on record net revenues of $326 million, attributed to higher financial assets under management and strong net inflows [13] - The bank segment generated net revenues of $487 million and record pre-tax income of $173 million, with net interest income growing 6% sequentially [13] Market Data and Key Metrics Changes - The firm ended the quarter with total assets of $88.8 billion, a 1% sequential increase, primarily due to loan growth [21] - Record bank loans reached $53.4 billion, reflecting a 13% year-over-year growth and a 4% sequential increase [21] - Clients' domestic cash sweep and enhanced savings program balances ended the quarter at $58.1 billion, up 3% over the preceding quarter [16] Company Strategy and Development Direction - The company is focused on long-term capital deployment, with investments in technology, acquisitions, and share repurchases [4][10] - Recent acquisitions include Clark Capital Management and GreensLedge, aimed at enhancing the firm's capabilities and maintaining cultural fit [10][23] - The firm emphasizes a client-first culture and aims to attract and retain financial advisors through a strong value proposition and technology investments [5][27] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about future growth, citing a robust advisor recruiting pipeline and strong commitments from prospective advisors [5] - The firm acknowledges headwinds from lower interest rates and seasonal impacts but remains focused on generating long-term sustainable growth [26] - Management believes that their established approach and focus on personal relationships differentiate them in a competitive environment [26][41] Other Important Information - The firm repurchased $400 million of common stock at an average share price of $162 during the quarter [10] - The effective tax rate for the quarter was 22.7%, with an estimated effective tax rate for fiscal 2026 expected to be around 24%-25% [23] Q&A Session Summary Question: What areas saw particular strength in net new assets this quarter? - Management noted that $31 billion of net new assets was the second-best quarter ever, with robust recruiting activity across various affiliation options, particularly in the independent contractor side [30] Question: How should we think about the sustainability of the 8% net new asset growth? - Management indicated that while the 8% growth benefited from year-end dynamics, they are confident in sustaining growth based on current pipelines and advisor retention [52] Question: What is the outlook for capital markets revenue growth? - Management expressed optimism about the capital markets pipeline, noting pent-up demand from buyers and sellers, but acknowledged that timing of revenue recognition can be unpredictable [45] Question: Can you elaborate on the Clark Capital acquisition? - Management highlighted that Clark Capital represents a good cultural and strategic fit, focusing on long-term client relationships, and is expected to enhance the firm's offerings [67] Question: How do you see the interplay of liquidity and net new assets? - Management explained that they are seeing a shift in client behavior towards reinvestment rather than holding cash, which is expected to support future growth in securities-based loans [72]

As filed with the Securities and Exchange Commission on January 20, 2026. Registration No. 333-290834 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 3 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Public Policy Holding Company, Inc. (Exact Name of Registrant as Specified in its Charter) (Primary Standard Industrial Delaware 8742 87-3557229 (I.R.S. Employer Identification Number) 800 North Capitol St. NW, Suite 800 Washington, D.C. 20002 (202) 688– ...

Core Viewpoint - FingerMotion, Inc. is transitioning towards a more diversified business model while facing capital constraints that have impacted its financial performance in Q3 of fiscal 2026 [2][3]. Financial Performance - Reported quarterly revenue of $5.80 million, a 32% decrease compared to Q3 of fiscal 2025 [6]. - Telecommunications Products & Services revenue was $5.76 million, down 32% from Q3 of fiscal 2025 [6]. - DaGe Platform revenue decreased to $4,354 from $30,529 in Q3 of fiscal 2025 due to capital constraints affecting promotional activities [6]. - Command and Communication segment generated $31,051 in revenue, a significant increase from $138 in Q3 of fiscal 2025 [6]. - Big Data segment reported revenue of $126, compared to nil in Q3 of fiscal 2025 [6]. - Cost of revenue decreased to $5.53 million, resulting in a gross profit of $263,103, a 41% decrease from Q3 of fiscal 2025 [6]. - Operating expenses were $1.96 million, a 4.5% decrease from $2.06 million in Q3 of fiscal 2025 [6]. - Net loss attributable to shareholders was $1.67 million, a slight increase from $1.66 million in Q3 of fiscal 2025 [6]. - Basic and diluted loss per share remained at $0.03, unchanged from Q3 of fiscal 2025 [6]. Company Strategy - The company is focusing on capital management and pivoting towards high-growth opportunities, particularly in the Command and Communication platform [3]. - The goal is to build a leaner, more diversified company to drive higher revenues and stronger margins through operational efficiency [3]. - FingerMotion aims to grow its user base organically and develop an ecosystem of highly engaged users, with a long-term vision of serving over 1 billion users in the China market [4]. Financial Position - As of November 30, 2025, FingerMotion had $24,214 in cash and cash equivalents, a working capital surplus of $7.26 million, and shareholders' equity of $16.34 million [6]. - Total assets were reported at $60.06 million, with total current liabilities at $43.70 million and total liabilities at $43.71 million [6]. - The company had 61,217,225 shares of common stock issued and outstanding as of November 30, 2025 [6].

Company Overview - Phillips 66 is a diversified energy manufacturing and logistics company operating in four segments: Midstream, Chemicals, Refining, and Marketing and Specialties. It is recognized for its refining capabilities and has a significant presence in the United States [1] Stock Performance - As of the latest update, Phillips 66's stock price is $138.38, reflecting a decrease of 2.66% or $3.78. The stock has traded between $138.33 and $141.85 today, with a market capitalization of approximately $55.76 billion [4][6] - Over the past year, the stock reached a high of $145.68 and a low of $91.01 [4] Analyst Ratings and Price Target - Mizuho Securities has set a price target of $152 for Phillips 66, indicating a potential increase of about 9.51% from its current trading price of approximately $138.80 [2][6] - Recent upgrades to a "buy" rating are attributed to the company's strategic positioning for a resurgence in Venezuelan crude imports, enhancing operational leverage and earnings quality [3] Market Activity - The trading volume for Phillips 66 today is 580,659 shares, reflecting investor interest and market dynamics [5] - The company's strategic acquisitions and operational improvements position it for potential outperformance amid industry volatility [6]

Financial Data and Key Metrics Changes - Total sales grew 16% year-over-year to $795 million, with 12% organic growth [18] - Adjusted EBITDA increased 23% to $96.5 million, with adjusted EBITDA margins rising to 12.1% from 11.4% [18] - Adjusted diluted EPS rose 31% to $1.18 from $0.90 in the same quarter last year [18] Business Line Data and Key Metrics Changes - Parts Supply sales increased 29% year-over-year to $354 million, with new parts distribution activities growing 32% [19] - Repair and Engineering sales rose 7% to $245 million, with adjusted EBITDA of $31.2 million, a 1% increase [20] - Integrated Solutions sales increased 8% to $176 million, with adjusted EBITDA rising 50% to $18.5 million [22] Market Data and Key Metrics Changes - Sales to government customers increased 23%, while sales to commercial customers rose 13% [18] - Total commercial sales accounted for 71% of total sales, with government sales making up 29% [18] Company Strategy and Development Direction - The company completed two strategic acquisitions and announced a third, focusing on high-growth parts supply and Repair and Engineering segments [5][6] - The company aims to enhance its digital capabilities through partnerships, such as with Aeroxchange [7] - The company is committed to disciplined portfolio management and operational efficiency [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued growth, citing a strong backlog and no signs of destocking among airline customers [32] - For Q3, the company expects total sales growth of 20%-22%, with organic sales growth of 8%-11% [25] - The company anticipates margin dilution in the near term due to the integration of HAECO Americas but expects long-term margin improvement [33][75] Other Important Information - The company ended the quarter with lower leverage, achieving a net debt leverage of 2.49 times [22] - The company plans to exit its high-cost maintenance site in Indianapolis, redistributing work to improve margins [16] Q&A Session Summary Question: Can you provide more detail on the 32% growth in parts supply? - Management indicated that volume is the primary driver of growth, with significant contributions from existing distribution contracts [30] Question: Are there concerns about destocking at airline customers? - Management stated there are no signs of destocking, supported by a strong backlog [32] Question: What is the outlook for margins in the third quarter? - Management noted that margin dilution is expected due to the HAECO acquisition, but long-term margins are anticipated to improve [33] Question: What synergies exist between heavy maintenance and other businesses? - Management confirmed synergies between heavy maintenance and component repair, leveraging increased aircraft volume for component repairs [39] Question: What is the status of the Trax customer upgrade cycle? - Management reported that approximately 30%-35% of customer upgrades are in progress, with a goal to complete the bulk by the end of 2028 [50] Question: What are the growth prospects for the ART acquisition? - Management highlighted that the ART acquisition positions the company to participate more significantly in the aircraft interior modification market [57] Question: How does the company view the heavy maintenance business in terms of margins? - Management clarified that heavy maintenance is not a low-margin business and has seen significant margin gains post-COVID [80]

Financial Data and Key Metrics Changes - Total sales grew by 16% year over year to $795 million, with organic growth of 12% [16] - Adjusted EBITDA increased by 23% to $96.5 million, with adjusted EBITDA margins rising to 12.1% from 11.4% [16] - Adjusted diluted EPS rose by 31% to $1.18 per share from $0.90 in the same quarter last year [17] Business Line Data and Key Metrics Changes - Parts Supply sales increased by 29% year over year to $354 million, driven by a 32% growth in new parts distribution activities [17][18] - Repair and Engineering sales rose by 7% to $245 million, with adjusted EBITDA of $31.2 million, a 1% increase from the previous year [18] - Integrated Solutions sales grew by 8% to $176 million, with adjusted EBITDA increasing by 50% [19] Market Data and Key Metrics Changes - Sales to government customers increased by 23%, while sales to commercial customers rose by 13% [16] - Total commercial sales accounted for 71% of total sales, with government sales making up the remaining 29% [16] Company Strategy and Development Direction - The company completed two strategic acquisitions and announced a third, aimed at enhancing its parts supply and repair and engineering segments [4][5] - The focus remains on organic growth in high-growth areas, disciplined portfolio management, and enhancing digital capabilities [5][21] - The company aims to leverage synergies between its repair and distribution activities to drive growth [9][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued growth, citing a strong backlog and no signs of destocking among airline customers [27] - For Q3, total sales growth is expected to be in the range of 20%-22%, with organic sales growth projected at 8%-11% [22] - The company anticipates margin improvements over the next 12-18 months as integration efforts progress [19][64] Other Important Information - The company successfully managed its balance sheet, reducing net debt leverage from 2.82 times to 2.49 times [22] - The integration of recent acquisitions is expected to enhance operational and financial performance over time [12][64] Q&A Session Summary Question: Can you provide more detail on the 32% growth in parts supply? - Management indicated that the majority of the growth was driven by volume, with significant contributions from existing distribution contracts [26] Question: Are there concerns about destocking at airline customers? - Management stated there are no signs of destocking, supported by a strong backlog [27] Question: What is the outlook for margins in the upcoming quarters? - Management acknowledged that margins may be diluted in the short term due to acquisitions but expect improvements as integration progresses [28] Question: How do you see synergies between heavy maintenance and other businesses? - Management confirmed that there are synergies between heavy maintenance and component repair, leveraging their leadership position to drive volume [31] Question: What is the status of the Trax customer upgrade cycle? - Approximately 30%-35% of customer upgrades have been agreed upon but not yet implemented, with a goal to complete the bulk by the end of 2028 [41] Question: What are the growth prospects for the ART acquisition? - Management highlighted that ART brings engineering and self-certification expertise, positioning the company to grow in the aircraft interior reconfiguration market [45] Question: What is the outlook for USM sales? - Management reported stable activity levels in USM sales, with no significant changes in market availability [46]

Core Viewpoint - CBRE Group has experienced a significant stock price increase of 22.3% year-to-date, outperforming the industry growth of 17.9%, indicating strong market performance and potential for continued growth [1][2]. Company Overview - CBRE Group is the largest commercial real estate services and investment firm based on 2024 revenues, leveraging extensive knowledge of both domestic and international real estate markets to maintain a competitive edge [3]. - The company has adopted a more balanced and resilient business model, shifting towards a diversified and contractual revenue base, which has allowed it to achieve a net revenue growth of 14% in Q3 2025, surpassing the 13% growth in transactional businesses [4]. Growth Strategies - CBRE Group is focusing on strategic infill acquisitions to expand its global reach and service offerings, including the acquisition of Pearce Services, LLC for approximately $1.2 billion in cash, and two other acquisitions totaling around $31 million in the first nine months of 2025 [5]. - The Building Operations & Experience (BOE) segment is positioned to benefit from the trend of real estate occupiers outsourcing operations, with a reported revenue growth of 12.6% year-over-year in Q3 2025, and an estimated total revenue increase of 14.5% for 2025 [6]. Financial Position - As of September 30, 2025, CBRE had total liquidity of $5.2 billion and a net leverage ratio of 1.23X, significantly below its primary debt covenant of 4.25X, indicating strong financial flexibility to capitalize on growth opportunities [8].

Core Insights - Mama's Creations, Inc. specializes in manufacturing and marketing prepared refrigerated foods in the United States, offering products like meatballs, meat loaf, and pasta entrees [1] - The consensus price target for Mama's Creations has increased from $14.67 to $18 over the past year, indicating growing analyst confidence, although one analyst has a more conservative target of $10 [2] - Recent acquisitions, particularly the purchase of Crown I Enterprises, are expected to enhance production capabilities and expand the customer base, contributing to increased revenue and operational efficiencies [3] - The company reported a 24% increase in sales in the second quarter, driven by efficiency gains, and a 14.4% surge in share price reflects positive market sentiment [4][6] - The upcoming third-quarter earnings report on December 8 will be closely monitored for updates on financial performance and strategic direction [5]

Core Thesis - Roper Technologies, Inc. is viewed positively due to its high-margin, recurring software business model and disciplined acquisition strategy, which positions it well for long-term growth and profitability [2][4]. Group 1: Business Model and Strategy - Roper Technologies focuses on acquiring high-quality, asset-light, cash-generative companies in niche markets, similar to Constellation Software but targeting larger, established vertical market software businesses [2]. - The company operates a decentralized model, granting autonomy to individual business units while centralizing cash management at the corporate level [2][3]. - A lean headquarters team strategically deploys centralized cash primarily for acquisitions and R&D, driving organic growth within existing businesses [3]. Group 2: Financial Performance and Valuation - Following a significant decline in share price after a recent earnings report, Roper is now considered attractively valued, presenting a compelling entry point for investors [3][5]. - The company's disciplined capital allocation has allowed it to maintain strong cash flow and margin resilience, continuously expanding its portfolio of high-quality businesses [3][4]. - The market may be underestimating the value of Roper's well-managed, cash-generative businesses, making the current valuation appealing relative to its fundamentals and growth prospects [4]. Group 3: Growth Potential - Roper's combination of autonomous operations and strategic acquisitions supports ongoing organic growth and enhances scale and profitability across its diversified portfolio [4]. - Investors benefit from both the organic growth of existing businesses and the optionality provided by future acquisitions, which have historically contributed to the company's success [4].

Group 1 - Superior Group of Companies, Inc. will present at NobleCon21 on December 3, 2025, at 12:30 PM Eastern Time [1] - A video replay of the presentation will be available on the company's Investor Relations website [1] - Management will conduct investor meetings throughout the day of the conference [1] Group 2 - Superior Group of Companies was established in 1920 and operates in three business segments: Healthcare Apparel, Branded Products, and Contact Centers [2] - Each segment serves large, fragmented, and growing addressable markets, enhancing brand engagement experiences for customers and employees [2] - The company focuses on service, quality, advanced technology, and omnichannel commerce to maintain competitive advantages [2] - Superior Group is committed to enhancing shareholder value through organic growth and strategic acquisitions [2]