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 |
|---|---|---|---|---|---|
| ARREDONDO FABIOLA R | Director | 2026-06-29 | Grant/award | 1855 | $0 |
| Dorrance Bennett JR | Director | 2026-06-29 | Grant/award | 1855 | $0 |
| Hill Grant | Director | 2026-06-29 | Grant/award | 3107 | $0 |
| Malone Mary Alice Dorrance JR | Director, 10% Owner | 2026-06-29 | Grant/award | 1814 | $0 |
| vanBeuren Archbold D | Director | 2026-06-29 | Grant/award | 1964 | $0 |
| Dorrance Bennett JR | Director | 2026-06-09 | Open-market buy | 100 | $2K |
| Dorrance Bennett JR | Director | 2026-06-09 | Open-market buy | 100 | $2K |
| Dorrance Bennett JR | Director | 2026-06-09 | Open-market buy | 100 | $2K |
| Cretella Risa | EVP, President, M&B | 2026-04-01 | Tax withholding | 6543 | $146K |
| Amendment & Restatement of Agreement of Trust of Mary Alice Dorrance Malone dated April 17, 1990 | 10% Owner | 2026-03-31 | J | 17274200 | $384.7M |
| ARREDONDO FABIOLA R | Director | 2026-03-30 | Grant/award | 1925 | $0 |
| Dorrance Bennett JR | Director | 2026-03-30 | Grant/award | 1925 | $0 |
| Hill Grant | Director | 2026-03-30 | Grant/award | 3224 | $0 |
| Malone Mary Alice Dorrance JR | Director, 10% Owner | 2026-03-30 | Grant/award | 1882 | $0 |
| vanBeuren Archbold D | Director | 2026-03-30 | Grant/award | 2037 | $0 |
| Anand Mohit | EVP / President, Snacks | 2026-03-01 | Grant/award | 21505 | $0 |
| Poland Daniel L | EVP / Chief ETO | 2026-02-01 | Tax withholding | 14020 | $379K |
| Sanzio Anthony | EVP, Chief Comms Officer | 2026-01-09 | Open-market sell | 2700 | $72K |
| Amendment & Restatement of Agreement of Trust of Mary Alice Dorrance Malone dated April 17, 1990 | Insider | 2026-01-06 | J | 26741880 | $722.3M |
| Malone Mary Alice Dorrance JR | Director, 10% Owner | 2026-01-06 | J | 26741880 | $722.3M |
Fiscal period ending 2025-08-03 versus 2024-07-28 — view filing on EDGAR →
Tariff exposure is the dominant new risk, escalating from a general macro concern to a concrete, named financial headwind across input costs (ingredients, packaging, tinplate steel) and finished goods sourcing, with the company's own language upgrading severity from "moderate" to "more significant." Regulatory pressure compounds the picture, with the FDA's dye phase-out directive, new FD&C color ingredient rules, and climate reporting requirements all moving from prospective to enacted. Goodwill and intangibles declined a combined $0.6B, with tariffs now explicitly cited as an impairment trigger, adding a balance-sheet dimension to what was previously an income-statement risk.
4 company-specific · 2 common-mode
New disclosure of actual tariff impacts on input costs (ingredients, packaging, tinplate steel) and finished goods. Concrete financial headwind with competitive disadvantage risk.
Changes in global trade policies, including imposed and threatened tariffs by the U.S. and reciprocal tariffs by its trading partners, remain uncertain and could impact our financial condition or…
Company escalated tariff risk from "moderate" 2024 to "more significant" 2026 cost pressures. Added finished product sourcing risk and explicit tariff impact disclosure.
We may not be able to increase prices or sustain price increases to fully offset inflationary pressures on costs, such as raw and packaging materials, finished products, labor and distribution costs.…
Added specific FDA dye phase-out directive and MAHA Commission recommendations on food ingredients, signaling concrete regulatory developments affecting product formulation and labeling.
Legal and Regulatory Risks We may be adversely impacted by legal and regulatory proceedings or claims. We are a party to a variety of legal and regulatory proceedings and claims arising out of the…
Tariffs newly cited as impairment risk factor; goodwill and intangibles declined $0.4B and $0.2B respectively, signaling potential valuation pressure.
Financial and Economic Risks An impairment of the carrying value of goodwill or other indefinite-lived intangible assets could adversely affect our financial results and net worth. As of August 3…
New explicit disclosure of tariff risk—U.S. and retaliatory tariffs—with acknowledgment of uncertainty. Escalates macroeconomic risk from general to specific trade policy threat.
Business and Operational Risks Deterioration of global macroeconomic conditions, including economic recession or slow growth or periods of higher inflation in key markets may adversely affect…
Trade reforms shifted from "considering" to "made" with concrete tariffs now imposed. Added specific FD&C color ingredient regulation and climate reporting requirements, escalating regulatory burden.
If we fail to comply with the many laws applicable to our business, we may face lawsuits or incur significant fines and penalties. In addition, changes in such laws, regulations or other policies may…
Campbell's issued a press release on September 3, 2026, announcing financial results for the quarter and full year ended August 2, 2026. The disclosure includes detailed quarterly and annual net sales, EBIT, and EPS figures, along with segment operating results and forward guidance for fiscal 2027. This is a standard earnings release attached as Exhibit 99.1 to Item 2.02, disclosing material financial results that would affect a reasonable investor's assessment of the company's performance.
View raw filing on EDGAR →Daniel L. Poland, Executive Vice President and Chief Enterprise Transformation Officer, is stepping down from his current role effective August 3, 2026, with a transition period extending to January 10, 2027. This is a clear executive departure of a named officer at the C-suite level, making it material to investors assessing the company's leadership and operational continuity.
View raw filing on EDGAR →The filing discloses Campbell's Company's financial results for the quarter ended May 3, 2026, via a press release attached as Exhibit 99.1. This is a standard quarterly earnings release disclosed under Item 2.02, which is material to investors as it provides the company's periodic financial performance and would affect the total mix of information available about the registrant.
View raw filing on EDGAR →