JPM | US Special Situations Daily: July 02, 2026: North America Special Situations Specialist Commentary

Research evidence excerpt

JPM | US Special Situations Daily: July 02, 2026: North America Special Situations Specialist Commentary

Neetu Jhamb - Specialist Sales - US Special Situations AC (1-212) 272-5971 North America Specialist Sales J P M O R G A N

neetu.jhamb@jpmorgan.com JPM | US Special Situations Daily:

J.P. Morgan Securities LLC July 02, 2026

02 July 2026

• Deal Summary- Banco Santander (SAN US) to acquire Webster Bank (WBS) Note

• Deal Summary- Texas Instruments (TXN) to acquire Silicon Labs (SLAB) Note

• Deal Summary- Boston Scientific (BSX) to acquire Penumbra (PEN) Note

• US Special Situations: Potential Biotech Take-Out Basket Note

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Risk Arb Calendar

Date Ticker(s)/Entity Detail

Monday, June 29, 2026 Warner Bros. Discovery (WBD) / Paramount Skydance Corporation (PSKY) Austria Phase I Expires

Monday, June 29, 2026 ARC Resources Ltd. (ARX) / Shell plc (SHEL) HSR Expires

Monday, June 29, 2026 TopBuild Corp. (BLD) / QXO, Inc. (QXO) BLD SH Vote (9 AM ET)

Monday, June 29, 2026 TopBuild Corp. (BLD) / QXO, Inc.