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 |
|---|---|---|---|---|---|
| Tsourapas Panagiotis | COO, CD, EMEA, APac, Skin | 2026-08-24 | Open-market sell | 10000 | $920K |
| CAHILL JOHN T | Director | 2026-08-06 | Option exercise | 4170 | $298K |
| CAHILL JOHN T | Director | 2026-08-06 | Open-market sell | 4170 | $389K |
| Wallace Noel R. | Chairman, President & CEO, Director | 2026-08-05 | Option exercise | 161021 | $11.6M |
| Wallace Noel R. | Chairman, President & CEO, Director | 2026-08-05 | Open-market sell | 161021 | $14.9M |
| Wallace Noel R. | Chairman, President & CEO, Director | 2026-08-04 | Option exercise | 161021 | $11.6M |
| Wallace Noel R. | Chairman, President & CEO, Director | 2026-08-04 | Open-market sell | 161021 | $14.8M |
| BILBREY JOHN P | Director | 2026-07-01 | Grant/award | 265 | $24K |
| NORRINGTON LORRIE M | Director | 2026-07-01 | Grant/award | 293 | $26K |
| Newman Brian | Director | 2026-07-01 | Grant/award | 209 | $19K |
| GRANT SHANE | COO, Americas | 2026-06-16 | Tax withholding | 23347 | $2.1M |
| Malcolm Gregory | EVP and Controller | 2026-05-15 | Open-market sell | 2300 | $203K |
| BILBREY JOHN P | Director | 2026-05-11 | Grant/award | 2075 | $0 |
| BOERNER CHRISTOPHER S. | Director | 2026-05-11 | Grant/award | 1383 | $0 |
| CAHILL JOHN T | Director | 2026-05-11 | Grant/award | 2075 | $0 |
| Edwards Lisa | Director | 2026-05-11 | Grant/award | 2075 | $0 |
| HARRIS C MARTIN | Director | 2026-05-11 | Grant/award | 1556 | $0 |
| HUNDMEJEAN MARTINA | Director | 2026-05-11 | Grant/award | 2075 | $0 |
| NORRINGTON LORRIE M | Director | 2026-05-11 | Grant/award | 2075 | $0 |
| Nelson Kimberly A | Director | 2026-05-11 | Grant/award | 2075 | $0 |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
A $794M goodwill/intangibles impairment charge on skin health assets and a new board-approved three-year restructuring program signal a company under meaningful operational and financial stress. Talc litigation has been elevated from generic legal boilerplate to a named material exposure with outsized jury-award risk, while geopolitical language has shifted from conditional to realized harm across Venezuela, tariffs, and trade sanctions. Regulatory complexity is also expanding, with specific ingredient scrutiny (fluoride, PFAS, titanium dioxide) and a new Pillar II tax modification adding compliance uncertainty.
7 company-specific · 3 common-mode
Added concrete example of $794M after-tax impairment charge on skin health goodwill and intangibles in Q4 2025, demonstrating realized acquisition risk.
We have pursued and may continue to pursue acquisitions and divestitures, which could adversely impact our business. We have pursued and may continue to pursue acquisitions of brands, businesses…
New three-year productivity program with organizational restructuring, supply chain optimization, and overhead reduction. Board-approved July 2025 with material implementation risk and cost uncertainty.
We may not realize the benefits that we expect from our Strategic Growth and Productivity Program. Our new three-year productivity program, which we refer to as the “Strategic Growth and…
New specific disclosure of talc litigation with "outsized jury awards" and high uncertainty. Escalates from generic legal risk to named material exposure.
Legal claims and proceedings could adversely impact our business. As a global company serving consumers in more than 200 countries and territories, we are and may continue to be subject to a wide…
New disclosure of Venezuela operations risk and escalated tariff language emphasizing actual impact on costs, availability, and consumer behavior versus prior conditional language.
Business and Industry Risks We face risks associated with significant international operations, including exposure to foreign currency fluctuations. We operate on a global basis serving consumers in…
Risk escalated: new dependencies on retailer data/analytics, AI-driven pricing pressures, social commerce, and explicit 2030 strategy execution risk added.
The rapidly changing retail landscape and changing consumer preferences may adversely affect our business. Our products are sold in a highly competitive global omni-channel marketplace that is…
Added explicit stakeholder backlash risk: "negative sentiment regarding corporate sustainability initiatives" and potential product boycotts. Escalates reputational and operational risk beyond prior generic sustainability language.
Climate change and other sustainability matters could have an adverse impact on our business and results of operations. Climate change resulting in the increased frequency and severity of natural…
Added specific regulatory focus on fluoride, titanium dioxide, synthetic colors, and PFAS—substances facing heightened global scrutiny. Expanded trade/tariff language signals escalating regulatory complexity.
Legal and Regulatory Risks Our business is subject to legal and regulatory risks in the United States and abroad. Our business is subject to extensive legal and regulatory requirements in the United…
Expanded risk scope: added Venezuela tensions, trade tariffs/sanctions, pandemics, and supply-demand shifts. Escalated language from "may continue" to "in some instances, are likely to continue." Broader risk disclosure.
Volatility in material and other costs has in the past and may continue to adversely impact our profitability. Raw and packaging material commodities, such as resins, essential oils, tropical oils…
Expanded geopolitical risk disclosure: added Venezuela conflict, explicit trade/tariff risks, and changed "could negatively impact" to "have negatively impacted," escalating severity.
Financial and Economic Risks Uncertain or unfavorable global macroeconomic and geopolitical conditions may adversely affect our business. Uncertain or unfavorable global macroeconomic conditions…
New disclosure of January 2026 "Side-by-Side Package" modifying Pillar II with uncertain impact. Company actively evaluating potential tax liability and compliance burden implications.
Tax matters, including changes in tax rates, disagreements with taxing authorities and imposition of new taxes could negatively impact our business. We are subject to taxes in the United States and…
Colgate-Palmolive issued a press release on July 31, 2026 announcing its second quarter 2026 earnings results, including net sales of $5,361 million (up 4.9%), GAAP EPS of $0.86 (down 5%), and Base Business EPS of $0.99 (up 8%), along with updated full-year 2026 guidance. The press release is attached as Exhibit 99 and constitutes a standard quarterly earnings disclosure under Item 2.02.
View raw filing on EDGAR →