Advantage Solutions Inc. filings document the formal disclosures of an operating company that provides outsourced sales, marketing, merchandising, sampling and retailer support services to consumer goods manufacturers and retailers. Its 8-K reports furnish quarterly and annual results, non-GAAP reconciliations, earnings presentation materials and material-event updates involving operations and financial condition.
The company’s SEC record also covers proxy governance, executive compensation, director elections, officer and board changes, shareholder voting matters and capital-structure actions. Recent filings document amendments to governing documents for a completed 1-for-25 reverse stock split of Class A common stock and material debt transactions involving senior secured notes at Advantage Sales & Marketing Inc.
Advantage Solutions Inc. (ADV) approved and adopted amended and restated bylaws, effective as of October 15, 2026. The changes add procedural and disclosure requirements for stockholder director nominations and other meeting proposals, including additional background information about director candidates and a limit of no more candidates than seats up for election.
The bylaws also address the universal proxy rules: anyone soliciting proxies for director nominees other than the Board’s nominees must comply with Rule 14a-19, including its applicable notice and solicitation requirements.
Advantage Solutions Inc. (ADV) reported that its wholly owned subsidiary, Advantage Sales & Marketing LLC, entered into a transition agreement with Dean General, effective October 1, 2026. Mr. General moved from Chief Industry Development Officer to strategic advisor to ASM’s executive leadership team and is to serve as a non-executive employee through December 1, 2027, the planned separation date, or an earlier date under the agreement; his ASM employment ends on the Transition Date. His salary is reduced to $110,000. Upon a change in control, he may receive a gross lump sum of up to $765,810.47, less amounts paid during the transition period. If his employment ends on the planned separation date before a change in control, or earlier for a reason other than resignation and before a change in control, he may qualify for $600,000 in cash severance paid over 18 months and ASM-paid COBRA coverage for up to 18 months. Either benefit is conditioned on signing and not revoking a general release of claims and continued compliance with restrictive covenants.
Advantage Solutions Inc. (ADV) reported that Jeffrey Stephen Harsh, COO, Branded Services, had 530 shares of Class A Common Stock withheld on September 2, 2026 to satisfy tax withholding requirements upon vesting of restricted stock units. This tax-withholding disposition was not made under a Rule 10b5-1 trading plan, and Harsh now holds 18,173 shares directly.
CastleKnight Master Fund LP and related entities filed an amended beneficial ownership report for Advantage Solutions Inc. They report beneficial ownership of 757,354 shares of Class A common stock, representing 5.9% of the class, with shared voting and dispositive power over all reported shares and no sole voting or dispositive power.
A note states that as of June 30, 2026, these reporting persons beneficially owned 581,347 shares, and as of August 14, 2026, they beneficially owned 757,354 shares. Multiple related entities and Aaron Weitman are each reported as beneficial owners of the same 5.9% stake.
Advantage Solutions Inc. reported Q2 2026 revenues of $889,450 thousand, up 1.8% year over year, while net loss widened to $62,707 thousand, or $4.85 per share. For the first six months, revenues were $1,759,051 thousand and net loss was $134,538 thousand, reflecting higher interest and income tax expense, including a larger valuation allowance on interest‑expense carryforwards.
Segment performance was mixed: Experiential Services grew to $416,311 thousand of Q2 revenue with stronger operating income, Retailer Services delivered modest growth, and Branded Services declined amid lower volumes, client losses and reduced scopes of work. Operating income fell to $1,692 thousand, and Adjusted EBITDA decreased to $75.8 million.
The company completed a significant refinancing, exchanging approximately $561,444 thousand of 6.5% 2028 notes for new 9.0% 2030 notes and cash, and establishing a $1,035,000 thousand term loan and a $500,000 thousand asset‑based revolver. As of June 30, 2026, long‑term debt totaled $1,585,101 thousand versus stockholders’ equity of $401,819 thousand, cash and cash equivalents were $102,306 thousand, and operating activities provided $17,212 thousand year‑to‑date.
Advantage Solutions Inc. reported Q2 2026 revenues of $889.5 million, up 1.8% year over year, while net loss widened to $62.7 million from $30.4 million. Adjusted EBITDA declined 12.2% to $75.8 million, with margin slipping to 8.5% from 9.9% as business mix, higher project costs and ongoing investments pressured profitability.
By segment, Experiential Services led growth with revenues up 19.7% and strong Adjusted EBITDA expansion, Retailer Services grew modestly, and Branded Services revenues fell 20.1% with deeper operating losses. The company ended Q2 with $102 million in cash, gross debt of $1,585 million and a net leverage ratio of 4.5x. Adjusted Unlevered Free Cash Flow was $18.7 million, or 24.6% of Adjusted EBITDA. Management reaffirmed 2026 guidance for revenues, Adjusted EBITDA and Adjusted Unlevered Free Cash Flow of $250–$275 million, and continues to prioritize cash generation and debt reduction toward a long-term leverage target below 3.5x.
Advantage Solutions Inc. Chief Financial Officer Christopher Growe reported two bona fide gift transactions of Class A Common Stock totaling 14,404 shares on 2026-06-23. The filing notes these shares were transferred by the reporting person into a family trust without consideration.
Following the gifts, indirect holdings held by a family trust stood at 16,962 shares, and direct holdings stood at 34,340 shares. These are non-market, non-cash transfers and do not represent open-market purchases or sales of ADV stock.
Advantage Solutions Inc. reported that officer Michael Larry Taylor had a performance-based equity award vest. On June 12, 2026, 7,092 Performance Restricted Stock Units converted into Class A Common Stock. To cover tax obligations, 3,403 shares were withheld by the company, leaving Taylor with 54,337 directly held shares.
Advantage Solutions Inc. Chief Financial Officer Christopher Growe reported equity compensation-related transactions involving Class A Common Stock and performance-based awards. On June 12, 2026, a Performance Restricted Stock Unit (PSU) award originally granted on June 12, 2023 vested, resulting in the exercise of 3,971 PSUs into Class A Common Stock.
To cover tax withholding requirements on the vesting of restricted stock units and PSUs, 2,162 shares of Class A Common Stock were withheld by the company at a price of $39.20 per share. Following these transactions, Growe directly owned 41,542 shares of Class A Common Stock and indirectly held 9,760 shares through a family trust.
MACEDONIO JODY L reported acquisition or exercise transactions in this Form 4 filing.
Advantage Solutions Inc. director Jody L. Macedonio received an equity grant of 4,477 shares of Class A Common Stock in the form of restricted stock units. These RSUs represent a contingent right to receive shares upon vesting.
The RSUs are scheduled to vest on the earlier of the one-year anniversary of the grant date or the day immediately before the first annual stockholder meeting after the grant. The reported share amount reflects a 1-for-25 reverse stock split that Advantage Solutions effected on March 26, 2026, so the grant and holdings are shown on a post-split basis. Following this award, Macedonio directly holds 16,043 shares of Class A Common Stock.