Filings Radar

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.

PACKAGING CORP OF AMERICA (PKG)

CIK 0000075677 1 material event

Insider activity (SEC Form 4)

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.

Open-market · last 30 days: 0 buyers bought $0 1 seller sold $3.0M
Open-market · last 90 days: 0 buyers bought $0 2 sellers sold $10.2M
InsiderRoleDateTransactionSharesValue
Shirley Donald R. Exec. VP 2026-08-20 Open-market sell 12000 $3.0M
Hassfurther Thomas A President 2026-08-07 Open-market sell 7063 $1.8M
Hassfurther Thomas A President 2026-08-05 Open-market sell 8797 $2.3M
Hassfurther Thomas A President 2026-08-03 Open-market sell 12531 $3.1M
KOWLZAN MARK W Chairman & CEO, Director 2026-05-27 Open-market sell 9266 $2.0M
BEEBE CHERYL K Director 2026-05-12 Grant/award 591 $0
Farrington Duane C Director 2026-05-12 Grant/award 591 $0
GOWLAND KAREN E Director 2026-05-12 Grant/award 591 $0
Harman Donna A. Director 2026-05-12 Grant/award 591 $0
LYONS ROBERT C Director 2026-05-12 Grant/award 591 $0
MENCOFF SAMUEL M Director 2026-05-12 Grant/award 591 $0
PORTER ROGER B Director 2026-05-12 Grant/award 591 $0
SOULELES THOMAS S Director 2026-05-12 Grant/award 591 $0
Carter Charles J. EVP-Mill Ops. 2026-03-27 Grant/award 8282 $0
Carter Charles J. EVP-Mill Ops. 2026-03-27 Grant/award 634 $0
Carter Charles J. EVP-Mill Ops. 2026-03-27 Tax withholding 3509 $745K
Hassfurther Thomas A President 2026-03-27 Grant/award 29778 $0
Hassfurther Thomas A President 2026-03-27 Grant/award 2279 $0
Hassfurther Thomas A President 2026-03-27 Tax withholding 12615 $2.7M
KOWLZAN MARK W Chairman & CEO, Director 2026-03-27 Grant/award 43010 $0
Most recent 20 reported transactions. Open-market buys (P) and sells (S) are the deliberate ones; grants and option exercises are compensation. Not investment advice.

Risk Radar (year-over-year Risk Factors)

← All Risk Radar

Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →

Recycled fiber cost sensitivity doubled to $20M per $10/ton move, driven by the Greif Acquisition and Wallula restructuring increasing structural dependency on recycled fiber. This is a localized but meaningful amplification of input-cost volatility with no offsetting risk reductions disclosed.

1 company-specific

Company-specific changes

Revised

Recycled fiber exposure doubled from $10M to $20M per $10/ton increase. Greif Acquisition and Wallula restructuring increase recycled fiber dependency, amplifying cost volatility risk.

Cost of Fiber – An increase in the cost of fiber could increase our manufacturing costs and lower our earnings. The market price of wood fiber varies based upon availability, source, and the costs…

Material year-over-year changes to this company's Risk Factors (Item 1A), found by comparing each annual report to the prior year, judged for materiality, and classified as company-specific or common-mode against the cross-company catalog. Common-mode changes are the macro themes many companies disclose in common; they are collapsed above. A filing marked unchanged had no material change from the prior year; its summary describes the company's standing risks, which remain in force. Fiscal periods are the reporting period ends. Not investment advice.

Earnings release

8-K filed 2026-07-22 confidence 99% Item 2.02

Packaging Corporation of America issued a press release on July 22, 2026 announcing second quarter 2026 financial results, including net income of $192 million ($2.15 per share reported, $2.35 excluding special items) and net sales of $2.5 billion. The disclosure includes detailed segment operating income, EBITDA metrics, and forward guidance for Q3 2026 earnings of $2.91 per share. This is a standard quarterly earnings release furnished under Item 2.02.

View raw filing on EDGAR →