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8-K ·Filed Oct 21, 2026

FMBH

FIRST MID BANCSHARES, INC.
NEUTRAL
Impact 2/10
Horizonimmediate Processed5d 19h ago SEC0001171843-26-006740
8-K Item 1.01 + 5.02 (likely routine officer/director compensation agreement)
Actionable Insight • Neutral

This filing is purely administrative with no trading implications. Monitor for any future Form 4 filings from PL Generations if shares are transferred, but no near-term catalyst is present.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+1d
FMBH ▲ +2.76% at T+1d
NEUTRAL call +2.76% · α vs SPY +3.94% · entry $49.26 → $50.62
Next anchor: T+5d in 21h
Latest observation: T+2 +0.32% FF3 residual α
Entry = T+0 close
Oct 21, 2026
via day close
T+1d
+2.76%
call +2.76% · α +3.94%
$50.62
settled 5d ago
T+5d
Pending
in 21h
T+20d
Pending
in 22d
T+60d
Pending
in 3mo

Price Chart

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Executive Summary

First Mid Bancshares amended its Registration Rights Agreement with the EPL LINCO Trust to add PL Generations LLC as a permitted transferee of shares issued in the 2021 LINCO Bancshares acquisition. This is a routine administrative amendment that allows the trust to transfer shares to a related entity without triggering new registration obligations. No financial terms, new share issuance, or change in the company's capital structure are involved.

Key Facts

  • Amendment No. 2 to Registration Rights Agreement dated October 16, 2026
  • Adds PL Generations LLC as a permitted transferee of shares held by EPL LINCO Trust
  • Shares were originally issued in the February 2021 acquisition of LINCO Bancshares, Inc.
  • Existing registration statement (S-3 File No. 333-254205) remains effective until August 7, 2027
  • Director J. Kyle McCurry is affiliated with both the Trust and PL Generations

Financial Impact

No financial impact — no new shares issued, no change in economics or dilution

Risk Factors

  • Potential future share sales by PL Generations could create modest overhang, but no indication of timing or size

Market Snapshot

Exchange
Nasdaq
Sector
State Commercial Banks
Analyst Consensus
69% bullish (13 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001171843-26-006740
Exhibit: exh_101.htm0001171843-26-006740
Document: 0001171843-26-006740-index-headers.html0001171843-26-006740
Document: 0001171843-26-006740-index.html0001171843-26-006740
Document: 0001171843-26-006740.txt0001171843-26-006740
11 reports for FMBH
Performance horizon
100% Hit rate @ T+60 3 of 3 directional calls Went positive at some point 3 of 3 best @ T+60▲ +22.27%Apr 29, 2026
Filters
Rows
Reports for FMBH — sortable, filterable
TypeNow
Oct 21, 2026
5d ago
8-K
NEUTRAL ★ 2/10
$49.26awaiting T+60—$51.06 (+3.65%)
Oct 16, 2026
10d ago
SC 13D/A
NEUTRAL ★ 3/10
$49.73awaiting T+60—$51.06 (+2.67%)
Jul 23, 2026
13w ago
8-K
MIXED ★ 5/10
$50.05 $49.29▼ −1.52%▼ −6.07%$51.06 (+2.02%)
Jul 15, 2026
14w ago
8-K
NEUTRAL ★ 3/10
$48.77 $49.24▲ +0.96%▼ −1.57%$51.06 (+4.70%)
Apr 29, 2026
25w ago
8-K
NEUTRAL ★ 2/10
$41.84 $51.16▲ +22.27%▲ +19.16%$51.06 (+22.03%)
Apr 29, 2026
25w ago
Press Release
NEUTRAL ★ 2/10
$41.84 $51.16▲ +22.27%▲ +19.16%$51.06 (+22.03%)
Apr 29, 2026
25w ago
8-K
BULLISH ★ 6/10
$41.84 $51.16▲ +22.27%▲ +19.16%$51.06 (+22.03%)
Apr 15, 2026
27w ago
8-K
NEUTRAL ★ 5/10
$43.47 $47.93▲ +10.26%▲ +2.12%$51.06 (+17.46%)
Mar 17, 2026
31w ago
DEFA14A
NEUTRAL ★ 3/10
$39.38 $45.67▲ +15.97%▲ +6.11%$51.06 (+29.66%)
Mar 2, 2026
34w ago
Press Release
BULLISH ★ 7/10
$41.50 $44.29▲ +6.72%▼ −2.60%$51.06 (+23.04%)
Showing 10 of 11

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Report published Oct 21, 2026