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 |
|---|---|---|---|---|---|
| Dozier Eric | EVP, Chief People Officer | 2026-09-02 | Gift | 216 | $0 |
| Hernandez Edgardo | EVP & Pres., Mfg. Operations | 2026-09-02 | Gift | 13 | $0 |
| Alvarez Ralph | Director | 2026-08-17 | Grant/award | 10 | $12K |
| Fyrwald J Erik | Director | 2026-08-17 | Grant/award | 8 | $10K |
| Jonsson Patrik | EVP & President, LLY Int'l | 2026-08-17 | Open-market sell 10b5-1 | 6500 | $7.6M |
| LUCIANO JUAN R | Director | 2026-08-17 | Grant/award | 13 | $16K |
| Sulzberger Gabrielle | Director | 2026-08-17 | Grant/award | 4 | $5K |
| Zakrowski Donald A | SVP, Finance, & CAO | 2026-08-10 | Open-market sell 10b5-1 | 2000 | $2.4M |
| Hakim Anat | EVP, GC & Secretary | 2026-08-07 | Open-market sell 10b5-1 | 5000 | $6.0M |
| Seymour Melissa | EVP, Global Quality | 2026-08-01 | Option exercise | 981 | $0 |
| Seymour Melissa | EVP, Global Quality | 2026-08-01 | Tax withholding | 439 | $504K |
| Alvarez Ralph | Director | 2026-07-20 | Grant/award | 11 | $12K |
| Fyrwald J Erik | Director | 2026-07-20 | Grant/award | 9 | $10K |
| LUCIANO JUAN R | Director | 2026-07-20 | Grant/award | 14 | $16K |
| Sulzberger Gabrielle | Director | 2026-07-20 | Grant/award | 4 | $5K |
| Alvarez Ralph | Director | 2026-06-15 | Grant/award | 11 | $12K |
| Fyrwald J Erik | Director | 2026-06-15 | Grant/award | 9 | $10K |
| LUCIANO JUAN R | Director | 2026-06-15 | Grant/award | 14 | $16K |
| Sulzberger Gabrielle | Director | 2026-06-15 | Grant/award | 4 | $5K |
| Yuffa Ilya | EVP&Pres, LLY USA&Global Capab | 2026-06-10 | Open-market sell 10b5-1 | 2500 | $2.9M |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Lilly's risk profile deteriorated across multiple fronts, with Mounjaro/Zepbound concentration now at 56% of revenue and a realized formulary delisting by CVS Caremark underscoring the fragility of that concentration. Pricing pressure compounded sharply — two additional products entering Medicare price controls, expanded 340B/Medicaid exposure, and a new voluntary U.S. government pricing agreement — while enacted tariffs, pharmaceutical exemption uncertainty, and broadened geopolitical risks add a macro layer that was largely prospective a year ago. AI investment risk, intensified global competition including China, and concrete EU data-protection rollbacks round out a broad but not existential deterioration.
5 company-specific · 2 common-mode
Revenue concentration increased from 75% to 82%; Mounjaro/Zepbound concentration rose from 48% to 56%. Specific CVS Caremark delisting of Zepbound exemplifies realized formulary access risk.
We derive a significant percentage of our total revenue from relatively few products and sell our products through consolidated supply chain entities, which subjects us to various risks. We derived…
New voluntary pricing agreements with U.S. government announced November 2025; two additional products (Trulicity, Verzenio) selected for Medicare price controls effective 2028; expanded 340B program impact and Medicaid rebate calculation changes materially escalate pricing and revenue erosion risks.
Our business is subject to government price controls and other public and private restrictions on pricing, reimbursement, and access for our drugs, which could have a material adverse effect on our…
EU pharmaceutical legislation revision moved from proposal to agreement-in-principle with concrete data protection reductions. New disclosure of international IP threats including forced technology transfer and health emergency policies.
Our long-term success depends on intellectual property protection; if our intellectual property rights are invalidated, circumvented, or weakened, our business will be adversely affected. Our…
New third-party dependencies added: contract labs, AI vendors, consumer-directed access entities. Tariff language escalated from prospective to enacted. Geopolitical risks broadened beyond China.
Reliance on third-party relationships and outsourcing arrangements could adversely affect our business. We rely on third parties, including suppliers, distributors, alliances and collaborations with…
Escalated tariff and trade risk disclosure. New specificity on 2025 tariffs, pharmaceutical exemption uncertainty, supply disruption/delay language, transfer pricing scrutiny, and U.S.-international pricing alignment pressure materially heighten geopolitical and trade exposure.
Risks Related to Doing Business Internationally Our global operations subject us to risks, including as related to uneven economic growth or downturns, international trade, and other global…
New disclosure of intensifying competition from China and expanded R&D capabilities globally; technological innovation amplifying competitive threats; counterfeit/compounded product problem escalated in scope and impact.
We and our products face intense competition, and such competition could have a material adverse effect on our business. We compete with a large number of multinational pharmaceutical companies…
Added explicit disclosure of significant AI investments with no assurance of benefit, new competitive threat from AI-enabled entrants, and expanded regulatory uncertainty language.
Our use of artificial intelligence (AI) or other emerging technologies could adversely impact us. We deploy AI and other emerging technologies in various facets of our operations and we continue to…
This is a clear earnings release for Q2 2026 financial results. The press release dated August 5, 2026, discloses quarterly revenue of $23.0 billion (48% increase), net income of $7.1 billion, and EPS of $7.94 (26% increase), along with updated full-year 2026 guidance raising revenue to $85–$87 billion. The filing is structured as Item 2.02 with the press release attached as Exhibit 99.1, which is the standard format for earnings disclosures.
View raw filing on EDGAR →Eli Lilly completed a substantial $8.94 billion debt offering across eight series of notes with varying maturities and interest rates, including a contingent mandatory redemption provision tied to the Centessa Acquisition. While this is a material financing event affecting the company's capital structure and liquidity, it does not fit neatly into the standard 8-K taxonomy (not an earnings release, M&A completion, impairment, or other specifically enumerated event type). The disclosure is material to investors as it reflects significant new debt obligations and conditional redemption terms dependent on an acquisition outcome.
View raw filing on EDGAR →