GLOBAL RESEARCH ARCHIVE
S&P and Russell Index Change Float Inc: SHC, Share Inc:MAC, Delete: MCW
Research evidence excerpt
S&P and Russell Index Change Float Inc: SHC, Share Inc:MAC, Delete: MCW
US Index Update
Global Quantitative and Derivatives Strategy Team Min Moon
Week of May 11, 2026 As of May 12, 2026 (Close) g +1 (212) 272 ,8456 min.k.moon@jpmorgan.comg
Wednesday, May 13, 2026
• SP400 Selling shareholders have completed a Secondary Offering of 31,838,253 existing shares of Sotera Health Company (XNAS:SHC). The size of the offering being over 5% & 150 Mln USD qualifies for accelerated
implementation. S&P DJI will accordingly update the IWF.
• SP600 Macerich Co (XNYS:MAC) has completed a Equity Offering of 19,200,000 new shares to institutional investors. The size of the offering being over 5% & 150 Mln USD qualifies for accelerated implementation. S&P DJI will
accordingly update the shares.
Monday, May 18, 2026
• R2000 Leonard Green & Partners (privately held; not in the FTSE Russell Indexes) will acquire Mister Car Wash for cash. In the transaction, each share of Mister Car Wash will be exchanged for $7.00 in cash. Mister Car Wash will be
removed from the FTSE Russell Indexes upon completion of the merger.
Shares Out (M) Indexer Flows S&P Index
Index Announcement Effective on Current New Weight Days to
Event Date Close of Ticker Name (Sector**) Event Detail Last Price Wgt Wgt Change Gross Net Trade Old New Shares Shares Rank IWF
(M) (M)
S&P 400 F Inc 12-May-26 13-May-26 SHC Sotera Health Co (HC) Equity Offering $ 15.63 284.09 284.09 0.104% 0.118% 0.014% 3.08 3.08 1.02 333.00 0.93
S&P 600 Delete 7-May-26 13-May-26 TPH Tri Pointe Homes (CD) Acquired $ 46.97 84.48 0.00 0.234% 0.000% -0.234% -9.18 (16.36) (8.88) 133.00 0.00
S&P 600 Add 7-May-26 13-May-26 BFAM Bright Horizons (CD) Replacing TPH $ 69.12 0.00 56.55 0.000% 0.233% 0.233% 6.20 6.20 6.40 0.00 1.00
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