SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.
Open-market buys and sells only — the deliberate trades. Zero here doesn’t mean no filings: grants, option exercises and tax withholding (below) are compensation, not market trades.
| Insider | Role | Date | Transaction | Shares | Value |
|---|---|---|---|---|---|
| CANTIE JOSEPH S | Director | 2026-07-02 | Grant/award | 134 | $36K |
| ALBAUGH JAMES F | Director | 2026-05-21 | Grant/award | 731 | $0 |
| Alving Amy E | Director | 2026-05-21 | Grant/award | 731 | $0 |
| Barner Sharon R | Director | 2026-05-21 | Grant/award | 731 | $0 |
| CANTIE JOSEPH S | Director | 2026-05-21 | Grant/award | 731 | $0 |
| LEDUC ROBERT F | Director | 2026-05-21 | Grant/award | 731 | $0 |
| Miller Jody | Director | 2026-05-21 | Grant/award | 731 | $0 |
| SCHMIDT ULRICH | Director | 2026-05-21 | Grant/award | 731 | $0 |
| Smith Gunner | Director | 2026-05-21 | Grant/award | 731 | $0 |
| Marchuk Neil Edward | EVP, CAO | 2026-05-11 | Open-market sell | 41932 | $11.3M |
| Arena Jonathan A | EVP, CL&CO and Secretary | 2026-04-15 | Grant/award | 3544 | $0 |
| CANTIE JOSEPH S | Director | 2026-04-02 | Grant/award | 155 | $36K |
| Shultz Barbara Lou | Vice President and Controller | 2026-02-26 | Open-market sell | 1000 | $260K |
| Marchuk Neil Edward | EVP, CAO | 2026-02-18 | Open-market sell | 45150 | $11.4M |
| CHANATRY MICHAEL NIEM | Vice President | 2026-02-17 | Grant/award | 2693 | $0 |
| Marchuk Neil Edward | EVP, CAO | 2026-02-17 | Grant/award | 3881 | $0 |
| PLANT JOHN C | Executive Chairman & CEO | 2026-02-17 | Grant/award | 22333 | $0 |
| Shultz Barbara Lou | Vice President and Controller | 2026-02-17 | Grant/award | 446 | $0 |
| Winterlich Patrick | EVP, CFO | 2026-02-17 | Grant/award | 3168 | $0 |
| CHANATRY MICHAEL NIEM | Vice President | 2026-02-16 | Tax withholding | 9579 | $2.4M |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
A new $1.8B acquisition is the dominant risk addition, introducing regulatory, financing, integration, and synergy uncertainty that could materially affect financial condition. Compounding this, two newly disclosed AI-related risks — employee misuse exposing trade secrets and emerging generative AI regulatory obligations — add operational and compliance exposure across a distinct theme. The net risk picture has meaningfully widened across M&A and technology dimensions.
1 company-specific · 2 common-mode
New $1.8B acquisition risk disclosed. Material transaction with regulatory, financing, integration, and synergy realization uncertainties that could adversely affect financial condition.
Howmet may not realize the expected benefits of acquisitions on the anticipated time frame or at all. On December 22, 2025, Howmet entered into a purchase agreement with Stanley Black & Decker…
New disclosure of AI-related IP risk: unauthorized use of AI tools by employees could expose trade secrets to competitors. Substantive operational risk.
Howmet may face challenges to its intellectual property rights which could adversely affect the Company’s reputation, business, and competitive position. Howmet owns important intellectual…
New disclosure of AI/generative AI regulatory risks, including potential penalties and operational constraints. Reflects emerging compliance obligations.
Risks Related to Legal and Regulatory Matters Howmet may be exposed to significant legal proceedings, investigations, or changes in U.S. federal, state, or foreign law, regulation, or policy. The…
Howmet Aerospace issued a press release on August 6, 2026 announcing its second quarter 2026 financial results, including revenue of $2.547 billion (up 24% YoY), GAAP EPS of $1.33 (up 33% YoY), and adjusted EPS of $1.33 (up 46% YoY). The press release is attached as Exhibit 99.1 and constitutes a standard earnings disclosure under Item 2.02, with material financial metrics exceeding guidance and full-year guidance increased.
View raw filing on EDGAR →The filing discloses two distinct events: (1) a segment reorganization moving a titanium alloy location from Engine Products to Engineered Structures, which the company explicitly states had "no impact on the Company's consolidated results, financial position or cash flows" and is not a restatement; and (2) a material debt refinancing transaction on May 22, 2026, involving early prepayment of ¥29,702 million in JPY Term Loan debt and entry into a cross-currency swap on $300 million of 6.750% Notes due 2028, expected to reduce annual interest expense by approximately $12 million. The segment reorganization is administrative and immaterial, but the debt refinancing is a material financial transaction affecting the company's capital structure and interest expense. This combination does not fit cleanly into a single taxonomy category (not a restatement, not a covenant breach, not M&A), making "other_material" the most appropriate classification.
View raw filing on EDGAR →This Item 5.07 disclosure reports the results of Howmet Aerospace's 2026 annual shareholder meeting held on May 19, 2026, including voting outcomes on three proposals: election of nine directors, ratification of PricewaterhouseCoopers LLP as independent auditor, and an advisory vote on executive compensation. The filing provides detailed vote tallies (For, Against, Abstain, Broker Non-Votes) for each matter, which is the core content of shareholder_vote_results disclosures.
View raw filing on EDGAR →