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 |
|---|---|---|---|---|---|
| Alexander Mark R. | Director | 2026-05-08 | Grant/award | 2650 | $0 |
| Coombe Gary A | Director | 2026-05-08 | Grant/award | 2650 | $0 |
| Denari Aine | Director | 2026-05-08 | Grant/award | 2650 | $0 |
| Ffolkes Marie A | Director | 2026-05-08 | Grant/award | 2650 | $0 |
| O'HERLIHY CHRISTOPHER A | Director | 2026-05-08 | Grant/award | 2650 | $0 |
| PAYNE LISA A | Director | 2026-05-08 | Grant/award | 2650 | $0 |
| PLANT JOHN C | Director | 2026-05-08 | Grant/award | 2650 | $0 |
| Sandeep Reddy | Director | 2026-05-08 | Grant/award | 2650 | $0 |
| Stevens Charles K. III | Director | 2026-05-08 | Grant/award | 2650 | $0 |
| PAYNE LISA A | Director | 2026-03-07 | Open-market sell | 14729 | $938K |
| PAYNE LISA A | Director | 2026-03-07 | Open-market sell | 2006 | $128K |
| Shah Jai | Group President | 2026-03-06 | Tax withholding | 4410 | $281K |
| Eisman Heath M | VP, Controller and CAO | 2026-02-26 | Open-market sell | 747 | $54K |
| Cole Kenneth G. | VP, General Counsel and Sec. | 2026-02-25 | Tax withholding | 1671 | $120K |
| Eisman Heath M | VP, Controller and CAO | 2026-02-25 | Tax withholding | 379 | $27K |
| Marshall Richard Allan | VP - Masco Operating Sys. | 2026-02-25 | Tax withholding | 515 | $37K |
| Nudi Jonathon | President and CEO, Director | 2026-02-25 | Tax withholding | 2501 | $180K |
| Shah Jai | Group President | 2026-02-25 | Tax withholding | 1954 | $140K |
| Stone Jennifer A | VP, Chief HR Officer | 2026-02-25 | Tax withholding | 4767 | $343K |
| Westenberg Richard J. | VP, CFO & Treasurer | 2026-02-25 | Tax withholding | 6565 | $472K |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Tariff exposure in the Plumbing Products segment has escalated from generic language to quantified cost impact, marking the most concrete near-term earnings risk. Simultaneously, expanded Home Depot exclusivity now covering Kilz primer materially narrows distribution optionality, while a new AI-driven IP theft vector adds an emerging but substantive cybersecurity dimension. The three changes span operations, commercial flexibility, and technology — a broad enough pattern to represent a real, if contained, deterioration in the overall risk profile.
2 company-specific · 1 common-mode
Added specific disclosure of significantly higher costs from China/international duties and tariffs, particularly in Plumbing Products segment, escalating from generic tariff language to quantified impact.
Business and Operational Risks Variability in the cost and availability of our raw materials, components and finished products could impact our results of operations and financial position. We…
Expanded exclusivity commitments to Home Depot now include Kilz primer across multiple channels and geographies, materially restricting product distribution flexibility and increasing competitive constraints.
If we are unable to maintain our competitive position in our industries, our results of operations and financial position could be adversely impacted. Our sales are concentrated with three…
New disclosure of AI-related IP theft risk. Adds substantive threat vector to existing IP protection concerns, reflecting emerging technology vulnerability.
We may not be able to adequately protect or prevent the unauthorized use of our intellectual property. Protecting our intellectual property is important to our growth and innovation efforts. We own a…
This Item 2.02 disclosure reports Masco Corporation's second quarter 2026 financial results, including net sales of $1,992 million, operating profit of $470 million, and diluted earnings per share of $1.60. The press release dated July 29, 2026 is attached as Exhibit 99 and includes detailed financial statements, segment data, and updated full-year 2026 guidance (adjusted EPS of $4.40–$4.60). This is a standard quarterly earnings release material to investors assessing the company's financial performance.
View raw filing on EDGAR →