[144] Mural Oncology plc SEC Filing

Rhea-AI Filing Summary

Manhattan Associates (MANH) filed a Form 8-K on 22 Jul 2025 to furnish its Q2-25 earnings press release (Exhibit 99.1). No revenue or EPS figures are included in the filing; instead, it describes the company’s preferred non-GAAP metrics: adjusted operating income & margin, adjusted tax provision, adjusted net income and adjusted diluted EPS.

The adjusted results exclude three items:

• Equity-based compensation and related tax effects
• An unusually large health-insurance claim (net of recoveries)
• Restructuring charges from a 2025 workforce reduction aimed at matching services capacity with softer demand

Management says these exclusions better reflect operating performance, guide internal decision-making and align executive incentives. The disclosure is made under Item 2.02; because the exhibit is “furnished” rather than “filed,” it is not subject to Section 18 liability.

Positive

• None.

Negative

• Restructuring expense tied to workforce reduction indicates demand softness and adds cost in 2025.
• Disclosure of an unusually large health-insurance claim points to one-off cost pressure.

Insights

Equity Research Analyst

TL;DR – Routine 8-K furnishes Q2 release; restructuring charge hints at demand softness, but financials not provided.

The Form 8-K is primarily procedural, alerting investors that detailed Q2 results are available in a separate press release. Because the numeric data are not reproduced here, market impact will depend on the contents of Exhibit 99.1 rather than this filing. Management’s continued reliance on non-GAAP metrics is consistent with prior practice, yet the explicit mention of a workforce-related restructuring charge and an unusually large health-insurance claim suggests incremental cost pressures and macro-related demand caution. Absent dollar amounts, materiality cannot be gauged, so I classify the impact as neutral for now.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Ordinary Shares	J.P. Morgan Securities LLC 390 Madison Avenue 6th Floor New York NY 10017	2572	6404	17268881	07/22/2025	Nasdaq

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Ordinary Shares	07/17/2025	RSU Vest	Issuer			2572	07/17/2025	Compensation

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks

Date of Notice

Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

Why did Manhattan Associates file this 8-K on 22 July 2025?

The company filed to furnish its Q2 2025 earnings press release under Item 2.02 (Results of Operations).

Which non-GAAP measures does MANH highlight in the press release?

Adjusted operating income & margin, adjusted tax provision, adjusted net income and adjusted diluted EPS.

What items are excluded from Manhattan Associates’ adjusted results?

Equity-based compensation, an unusual health-insurance claim (net of recoveries) and 2025 restructuring charges.

Does the 8-K include Q2 2025 revenue or EPS figures?

No. Financial figures are contained only in Exhibit 99.1, which is referenced but not reproduced in the filing.

Why is the exhibit designated as "furnished" rather than "filed"?

Marking the exhibit as furnished limits liability under Section 18 of the Exchange Act and reflects Reg FD guidance.