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 |
|---|---|---|---|---|---|
| Topalian Leon J | Chair and CEO | 2026-08-17 | Gift | 1800 | $0 |
| Behr Allen C | Executive Vice President | 2026-08-14 | Option exercise | 7739 | $857K |
| Behr Allen C | Executive Vice President | 2026-08-14 | Open-market sell | 5127 | $1.4M |
| Behr Allen C | Executive Vice President | 2026-08-14 | Open-market sell | 2612 | $717K |
| Topalian Leon J | Chair and CEO | 2026-08-14 | Option exercise | 26000 | $1.1M |
| Topalian Leon J | Chair and CEO | 2026-08-14 | Open-market sell | 25898 | $7.0M |
| Topalian Leon J | Chair and CEO | 2026-08-14 | Open-market sell | 102 | $27K |
| Batterbee Thomas J. | Executive Vice President | 2026-08-03 | Open-market sell | 4000 | $1.0M |
| Laxton Stephen D | President and COO | 2026-07-30 | Gift | 2409 | $0 |
| Laxton Stephen D | President and COO | 2026-07-30 | Open-market sell | 3968 | $1.0M |
| Hollatz John J | Executive Vice President | 2026-06-03 | Option exercise | 5522 | $722K |
| Hollatz John J | Executive Vice President | 2026-06-03 | Open-market sell | 5522 | $1.4M |
| Hollatz John J | Executive Vice President | 2026-06-03 | Option exercise | 5038 | $670K |
| Hollatz John J | Executive Vice President | 2026-06-03 | Open-market sell | 5038 | $1.3M |
| Batterbee Thomas J. | Executive Vice President | 2026-06-01 | Tax withholding | 340 | $85K |
| Batterbee Thomas J. | Executive Vice President | 2026-06-01 | Tax withholding | 268 | $67K |
| Batterbee Thomas J. | Executive Vice President | 2026-06-01 | Tax withholding | 429 | $107K |
| Batterbee Thomas J. | Executive Vice President | 2026-06-01 | Grant/award | 1636 | $0 |
| Behr Allen C | Executive Vice President | 2026-06-01 | Tax withholding | 3048 | $762K |
| Behr Allen C | Executive Vice President | 2026-06-01 | Tax withholding | 2401 | $600K |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Nucor's risk profile has broadened materially across five distinct themes, with the most consequential additions being a newly quantified global steel overcapacity threat (704→795M tons by 2027) and $8.9B in capital commitments over three years that introduce meaningful liquidity and funding uncertainty. Regulatory exposure has expanded on three fronts simultaneously — climate/carbon policy, environmental compliance costs, and EPD/carbon-benchmark mandates — compressing steelmaking economics from multiple directions. Operational risks are also newly itemized, covering scrap supply concentration, energy cost volatility, and self-insured catastrophic event exposure, leaving the overall picture notably more burdened than the prior year.
5 company-specific · 4 common-mode
New disclosure of material competitive risk: global steel overcapacity projected to grow 20% by 2027, with specific quantification (704→795M tons) and direct pricing pressure on Nucor's margins.
Overcapacity in the global steel industry could increase the level of steel imports into the United States, which may negatively affect our business, results of operations, financial condition and…
Newly disclosed material supply-chain risk: scrap steel price volatility, supplier concentration, and geopolitical/trade barriers directly threaten production, margins, and customer relationships for a steel manufacturer.
Our business and results of operations may be negatively affected by volatility in steel prices and the cost and availability of raw materials, particularly scrap steel . We rely to an extent on…
New disclosure of substantial capital intensity ($8.9B over three years), funding uncertainty, and liquidity constraints. Material for investors assessing cash runway and financial flexibility.
Our business requires substantial capital investment and maintenance expenditures, and our capital resources may not be adequate to provide for all of our cash requirements. Our business requires…
New disclosure of material energy cost and supply volatility risk for steel/DRI operations. Identifies inability to pass costs to customers and competitive disadvantage risk.
Changes in the availability and cost of electricity and natural gas are subject to volatile market conditions which may negatively affect our business, results of operations, financial condition and…
New disclosure of operational risks (explosions, fires, equipment failures, natural disasters) and self-insurance exposure that could materially impact cash flows and results.
Our operations are subject to business interruptions and casualty losses. The steelmaking business is subject to numerous inherent risks, particularly unplanned events such as explosions, fires…
New disclosure of material climate/carbon regulation risk. Identifies specific operational vulnerabilities: carbon policy exposure, electricity decarbonization costs, power grid reliability—directly threatening steelmaking economics and cash flows.
Our steelmaking processes, our DRI processes, and the manufacturing processes of many of our suppliers, customers and competitors are energy intensive and generate carbon dioxide and other GHGs. The…
New disclosure of substantial environmental compliance and remediation costs, including NAAQS revisions, permit delays, and energy cost increases. Material operational and financial risk.
Environmental regulation compliance and remediation could result in substantially increased costs and materially adversely impact our competitive position. We incur significant costs to achieve and…
New regulatory risk: EPD requirements and carbon benchmarks (California Buy Clean Act) impose compliance costs and competitive disadvantage for carbon steel producer unless foreign competitors face equivalent standards.
Emerging customer preferences for greater product transparency and less GHG intensive materials may put us at a competitive disadvantage as a carbon steel producer. The federal government and…
New disclosure of material cybersecurity risk. Describes concrete operational threats to production, IP theft, financial reporting delays, and significant remediation costs.
We are subject to information technology and cybersecurity threats which could have an adverse effect on our business and results of operations. We utilize various information technology systems to…
Nucor Corporation issued a news release reporting its financial results for the quarter ended July 4, 2026, with net earnings of $1.16 billion ($5.04 per diluted share) and net sales of $10.40 billion, along with segment-by-segment financial analysis and forward guidance.
View raw filing on EDGAR →This is a clear Item 5.07 disclosure of shareholder vote results from Nucor's May 14, 2026 annual meeting. The filing reports voting outcomes for three proposals: election of eight directors (all passed with strong majorities), ratification of PricewaterhouseCoopers LLP as independent auditor, and advisory approval of named executive officer compensation. The detailed vote tallies and passage of all proposals are the core content of this 8-K section.
View raw filing on EDGAR →