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 |
|---|---|---|---|---|---|
| Barton Nina | EVP-Chief Growth & Strategy Of | 2026-07-22 | Tax withholding | 1681 | $161K |
| Hyder Chris T | EVP-Chief Operating Officer | 2026-07-15 | Tax withholding | 277 | $26K |
| Bellet Luc | EVP - Chief Financial Officer | 2026-06-17 | Grant/award | 42118 | $4.0M |
| Hilt Angela C | EVP - Chief Legal Officer | 2026-06-17 | Grant/award | 26324 | $2.5M |
| Hyder Chris T | EVP-Chief Operating Officer | 2026-06-17 | Grant/award | 42118 | $4.0M |
| Marriner Kirsten | EVP - Chief Admin Officer | 2026-06-17 | Grant/award | 26324 | $2.5M |
| Breber Pierre R | Director | 2026-05-05 | Open-market buy | 5000 | $429K |
| Bellet Luc | EVP - Chief Financial Officer | 2026-04-01 | Tax withholding | 244 | $25K |
| Grier Stacey | EVP - Executive Chief of Staff | 2026-03-13 | Tax withholding | 32 | $3K |
| Hyder Chris T | EVP-Group Pres -Hlth & Hyg | 2026-03-13 | Tax withholding | 41 | $4K |
| Grier Stacey | EVP - Executive Chief of Staff | 2025-12-12 | Tax withholding | 65 | $7K |
| Hilt Angela C | EVP - Chief Legal Officer | 2025-12-12 | Tax withholding | 347 | $36K |
| Hyder Chris T | EVP-Group Pres -Hlth & Hyg | 2025-12-12 | Tax withholding | 133 | $14K |
| Marriner Kirsten | EVP - Chief Admin Officer | 2025-12-12 | Tax withholding | 310 | $32K |
| Peck Laurene E | VP - CAO & Corp Controller | 2025-12-12 | Tax withholding | 24 | $2K |
| Rendle Linda J | Chief Executive Officer, Director | 2025-12-12 | Tax withholding | 829 | $85K |
| Reynolds Eric H | EVP - Chief Operating Officer | 2025-12-12 | Tax withholding | 255 | $26K |
| Breber Pierre R | Director | 2025-11-21 | Open-market buy | 4000 | $417K |
| Barton Nina | EVP-Group Pres-Care & Conn | 2025-10-03 | Tax withholding | 622 | $76K |
| Bellet Luc | EVP - Chief Financial Officer | 2025-10-03 | Grant/award | 2581 | $316K |
Fiscal period ending 2026-06-30 versus 2025-06-30 — view filing on EDGAR →
The GOJO acquisition and Glad buyout have materially re-rated the company's risk profile, doubling debt to $5.1B, triggering an S&P downgrade to BBB, and cascading new risks across integration, operations, regulatory compliance, and competitive positioning. Worsening spans six distinct themes — M&A integration, leverage, supply chain, market competition, cybersecurity, and regulatory — though no solvency or going-concern signal is present. The one offset, elimination of the $501M P&G buyout obligation, is modest relative to the breadth and severity of newly introduced risks.
9 company-specific · 1 eased/removed · 4 common-mode
Debt doubled from $2.5B to $5.1B due to GOJO acquisition and Glad buyout. S&P downgrade to BBB from BBB+ disclosed. Increased leverage risk and covenant pressure substantively worsened.
The Company’s indebtedness could have a material adverse effect on its business, financial condition and results of operations and prevent the Company from fulfilling its financial obligations, and…
Material escalation: Added specific disclosure of major GOJO acquisition (April 2026) and Glad buyout (January 2026), with detailed integration risks, B2B channel conflicts, and significant new debt/liquidity impacts.
Acquisitions, joint ventures, new venture investments and divestitures may not be successful, which could have an adverse effect on the Company’s business. In connection with its strategy, the…
Addition of material acquisition integration risks, AI/ML talent needs, and CEO leadership transition announcement materially escalate workforce and retention risks beyond prior boilerplate language.
The Company may not be able to attract, develop or retain the highly skilled personnel needed to support its business. 11 Table of Contents The Company’s success depends, in part, on its continuing…
New disclosure of AI-enabled attack sophistication, identity/access control targeting, third-party credential exploitation, and heightened risks during M&A integration (GOJO acquisition).
Failure of key technology systems, cyberattacks, privacy breaches or data breaches could have a material adverse effect on the Company’s business, financial condition, results of operations and…
Added specific supply chain risks: single-source manufacturing, aging infrastructure, supplier concentration, and GOJO acquisition integration challenges.
Supply chain issues can result in product shortages or disruptions to the Company’s business. The Company has a complex global network of suppliers that may, in the future, expand and further…
GOJO acquisition materially expands FDA-regulated product portfolio (cosmetics, OTC drugs) with distinct regulatory requirements and disproportionate compliance risk.
Legal and Regulatory Risks Changes in government and tax regulations could have a material effect on the Company’s financial results. The Company’s manufacturing, processing, formulation…
ERP implementation moved from "expected to be completed" to "completed in January 2026" with disclosed actual disruptions and ongoing issues at scale.
The Company may not successfully execute or realize the anticipated benefits of its strategic or transformational initiatives. The Company has implemented and has been implementing certain strategic…
GOJO acquisition materially expands customer concentration risk in B2B channels (distributors, GPOs, health systems), introducing new consolidation and pricing pressure dynamics not previously disclosed.
Dependence on key customers could adversely affect the Company’s business, financial condition and results of operations. A limited number of customers account for a large percentage of the…
Added language about integration efforts and realization of benefits/cost savings suggests material M&A activity or integration risk not previously disclosed.
Financial and Economic Risks The estimates and assumptions on which the Company’s financial projections are based may prove to be inaccurate, which may cause its actual results to materially differ…
Removal of $501M P&G buyout obligation due January 2026 eliminates material near-term cash outflow and earnings volatility risk.
Financial and Economic Risks Increases in the estimated fair value of The Procter & Gamble Co. (“P&G’s”) interest in the Company’s Glad business increase the value of the Company’s…
New B2B channel risk disclosed: customer shift to lower-cost alternatives, volume reductions, specification renegotiations, and dispensing-system dependency risks materially expand competitive threat scope.
The Company faces intense competition in its markets, which could lead to reduced net sales, net earnings and cash flow. The Company faces intense competition from consumer product companies both in…
New disclosure of resource constraints, AI/tech competitive gap, and funding pressures materially escalate innovation execution risk and competitive positioning threat.
The Company may not successfully introduce new products and line extensions, or expand into adjacent categories and countries, which could adversely impact its ability to meet sales growth targets…
New disclosure of AI-driven retailer personalization shifting brand influence to retailers, requiring increased investment to maintain visibility.
The changing retail environment and changing consumer preferences could adversely affect the Company’s business, financial condition and results of operations. The Company’s sales are largely…
Added explicit disclosure of geopolitical conflicts' impact on fuel, freight, and shipping costs. Enhanced risk mitigation discussion acknowledging supplier concentration and counterparty risks.
Operational Risks Volatility and increases in the costs of raw materials, energy, transportation, labor and other necessary supplies or services have negatively impacted, and may continue to…
Fiscal period ending 2025-06-30 versus 2024-06-30 — view filing on EDGAR →
Risk exposure broadened materially across macro, operational, and financial dimensions, with no offsetting easings. The most acute near-term pressure is the venture wind-down repurchase obligation reclassified to current (due Jan 2026), compounded by pervasive geopolitical escalation — new tariff exposure, Iran risk, and nationalist boycott language — spanning multiple disclosures. ERP execution risk, AI operational dependency, and federal regulatory uncertainty add execution and compliance headwinds into FY2026.
3 company-specific · 6 common-mode
Venture wind-down announced; repurchase obligation reclassified to current liability (due Jan 2026); fair value declined to $476M but timing certainty increased near-term cash impact.
Financial and Economic Risks Increases in the estimated fair value of The Procter & Gamble Co. (“P&G’s”) interest in the Company’s Glad business increase the value of the Company’s…
New specific ERP implementation risks disclosed: system inefficiencies, integration challenges, data migration issues, security gaps, and operational disruptions with concrete timeline (FY2026 completion). Prior year was generic transformation language.
The Company may not successfully execute or realize the anticipated benefits of its strategic or transformational initiatives. The Company is implementing certain strategic and transformational…
U.S. market concentration increased from 84% to 86%. New language emphasizes mature market saturation and macroeconomic volatility as headwinds to growth targets.
Market and category declines and the Company’s product and geographic mix may adversely impact the Company’s ability to meet sales growth targets, profitability and financial results. A large…
New disclosure of 2025 federal regulatory uncertainty, staffing reductions, and One Big Beautiful Bill Act create material compliance risk and potential delays to product launches.
Legal and Regulatory Risks Changes in government and tax regulations could have a material effect on our financial results. The Company’s manufacturing, processing, formulation, packaging…
New explicit tariff risk and Iran escalation threat added; nationalist boycott risk newly disclosed. Substantive geopolitical escalation.
Business and Industry Risks Unfavorable and uncertain general economic and geopolitical conditions beyond the Company's control could negatively impact its financial results. Unfavorable general…
AI/ML risk escalated from reputational concern to operational dependency. New language emphasizes success increasingly depends on effective AI adoption and adds operational disruption and flawed decision-making risks.
Harm to the Company’s reputation or the reputation of one or more of its leading brands or products could have an adverse effect on its business, financial condition and results of operations.…
Prior year expected inflationary pressures to continue into FY2025; this year explicitly warns of new/increasing U.S. tariffs and retaliatory tariffs as ongoing supply risks into FY2026, escalating geopolitical risk exposure.
Operational Risks Volatility and increases in the costs of raw materials, energy, transportation, labor and other necessary supplies or services have negatively impacted, and may continue to…
Added explicit disclosure of negative stakeholder sentiment on ESG/diversity initiatives and recent U.S. regulatory actions targeting these areas, creating new reputational and legal risks.
Climate change and other sustainability issues may have an adverse effect on the Company's business, financial condition and results of operations and could damage its reputation. Companies across…
Added explicit disclosure of interest rates, macroeconomic factors, and tariff impacts as material projection assumptions—reflecting heightened macro uncertainty and trade risk.
The estimates and assumptions on which the Company’s financial projections are based may prove to be inaccurate, which may cause its actual results to materially differ from such projections, which…
The Clorox Company issued a press release on August 3, 2026, announcing its financial results for the fourth quarter and fiscal year ended June 30, 2026, including net sales, gross margin, diluted and adjusted EPS, segment performance, and forward-looking guidance for fiscal year 2027.
View raw filing on EDGAR →The company appointed Chris Hyder as Executive Vice President and Chief Operating Officer and Nina Barton as Executive Vice President and Chief Growth & Strategy Officer, both effective June 17, 2026. These material C-suite appointments include compensatory arrangements (salary increases and RSU grants) and reflect significant changes to the company's executive leadership structure.
View raw filing on EDGAR →Linda Rendle, Chair and CEO of The Clorox Company, announced her decision to step down due to health reasons. She will remain in her current roles during the transition period while the Board initiates a CEO search process.
View raw filing on EDGAR →