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 |
|---|---|---|---|---|---|
| Gullo Michelle L | Senior Vice President & CHRO | 2026-09-04 | Open-market sell | 9874 | $1.5M |
| STEVERSON LEWIS A | Vice Chairman, EVP and CLAO | 2026-08-28 | Open-market sell | 13100 | $2.0M |
| Gullo Michelle L | Senior Vice President & CHRO | 2026-06-22 | Tax withholding | 18378 | $3.9M |
| WEEKS WENDELL P | Chairman, CEO and President, Director | 2026-06-09 | Option exercise | 100000 | $2.7M |
| WEEKS WENDELL P | Chairman, CEO and President, Director | 2026-06-09 | Open-market sell | 100000 | $18.6M |
| Amin Jaymin | SVP and Chief Tech. Officer | 2026-05-22 | Option exercise | 7917 | $214K |
| Amin Jaymin | SVP and Chief Tech. Officer | 2026-05-22 | Open-market sell | 27395 | $5.3M |
| Nelson Avery H III | Executive Vice President & COO | 2026-05-15 | Open-market sell | 20000 | $3.9M |
| Fang Li | SVP, Corning Intl & NBD, Solar | 2026-05-14 | Option exercise | 8725 | $171K |
| Becker Stefan | SVP, Finance & Corp Controller | 2026-05-13 | Gift | 126 | $0 |
| Verkleeren Ronald L | SVP Emerging Innovations Group | 2026-05-13 | Open-market sell | 10000 | $2.1M |
| Seetharam Soumya | Senior Vice President & CDIO | 2026-05-11 | Open-market sell | 20000 | $4.1M |
| TILLMAN MICHAUNE D | SVP and General Counsel | 2026-05-11 | Open-market sell | 3260 | $675K |
| Zhang John Z | Exec. Vice President & CCDO | 2026-05-11 | Open-market sell | 10000 | $2.0M |
| Becker Stefan | SVP, Finance & Corp Controller | 2026-05-08 | Open-market sell | 21000 | $3.9M |
| Gullo Michelle L | Senior Vice President & CHRO | 2026-05-08 | Open-market sell | 5315 | $1.0M |
| STEVERSON LEWIS A | Vice Chairman, EVP and CLAO | 2026-05-08 | Open-market sell | 27750 | $5.4M |
| Schlesinger Edward A | Exec. Vice President and CFO | 2026-05-07 | Open-market sell | 22562 | $4.2M |
| Zhang John Z | Exec. Vice President & CCDO | 2026-05-06 | Open-market sell | 15000 | $2.8M |
| TILLMAN MICHAUNE D | SVP and General Counsel | 2026-05-04 | Tax withholding | 2946 | $471K |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
A new solar business entry materially expands the company's execution, regulatory, and policy-incentive risk profile, while the competitive landscape disclosure broadens to flag cyclical demand volatility in Optical Communications and a portfolio shift away from Environmental Technologies. Taken together, the changes reflect a company taking on meaningfully more strategic and market risk across multiple segments simultaneously, with no offsetting easing factors.
3 company-specific
New business entry into solar sector introduces material execution, regulatory, and supply-chain risks. Dependence on government incentives and policy exposure are substantive financial and operational concerns.
Risks associated with the launch of a new business Launching new businesses involves inherent risks, including execution challenges, regulatory compliance, supply chain complexity, and uncertainty in…
Added Optical Communications segment as material profit driver and disclosed new cyclical risk: telecom/hyperscale capex spending volatility affecting demand.
Corning’s Optical Communications and Display segments generate a significant amount of the Company’s profits and cash flow; any significant decrease in pricing, volume or market share could have…
Display segment customer concentration decreased (67% to 59%), reducing revenue stability. Environmental Technologies replaced by Automotive segment, signaling portfolio shift and potential demand changes.
Number of combined end customers % of total segment net sales in 2025 Optical Communications 2 28 % Display 3 59 % Specialty Materials 2 43 % Automotive 3 61 % Life Sciences 2 45 % 13 Table of…
Corning entered into an Equity Distribution Agreement with Goldman Sachs on September 11, 2026, to sell up to $2 billion of common stock through an "at the market" equity offering program. This is a material dilutive issuance of equity securities under an ATM offering arrangement, which signals potential capital raising and shareholder dilution. The magnitude ($2 billion) and structure (ATM program with a major investment bank) are material to investors assessing the company's capital strategy and equity structure.
View raw filing on EDGAR →This is a standard quarterly earnings release for Q2 2026 ended June 30, 2026. The filing discloses GAAP and core financial results (sales of $4.51B/$4.74B, EPS of $0.64/$0.78), segment performance, and forward guidance for Q3 2026. The press release is attached as Exhibit 99 and filed under Item 2.02 (Results of Operations and Financial Condition), which is the standard Item for earnings disclosures. Material to investors as it reports quarterly financial performance and updated growth guidance.
View raw filing on EDGAR →