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 |
|---|---|---|---|---|---|
| Abraham Tsedeniya | Sr. Vice President | 2026-08-27 | Option exercise | 1365 | $108K |
| Abraham Tsedeniya | Sr. Vice President | 2026-08-27 | Open-market sell | 6408 | $1.7M |
| Abraham Tsedeniya | Sr. Vice President | 2026-08-27 | Open-market sell | 592 | $157K |
| Knecht Julie C. | VP & Chief Accounting Officer | 2026-07-24 | Grant/award | 7154 | $0 |
| Craighead Martin S | Director | 2026-05-28 | Open-market sell | 9643 | $3.1M |
| Craighead Martin S | Director | 2026-05-28 | Open-market sell | 357 | $115K |
| BAHAI AHMAD | Sr. Vice President | 2026-05-14 | Option exercise | 5000 | $551K |
| BAHAI AHMAD | Sr. Vice President | 2026-05-14 | Open-market sell | 5000 | $1.5M |
| Lizardi Rafael R | Sr. Vice President & CFO | 2026-05-14 | Option exercise | 47734 | $8.3M |
| Lizardi Rafael R | Sr. Vice President & CFO | 2026-05-14 | Open-market sell | 32119 | $9.9M |
| Lizardi Rafael R | Sr. Vice President & CFO | 2026-05-14 | Open-market sell | 14156 | $4.4M |
| Lizardi Rafael R | Sr. Vice President & CFO | 2026-05-14 | Open-market sell | 1459 | $451K |
| COX CARRIE SMITH | Director | 2026-05-13 | Option exercise | 4306 | $474K |
| COX CARRIE SMITH | Director | 2026-05-13 | Option exercise | 4532 | $473K |
| COX CARRIE SMITH | Director | 2026-05-13 | Open-market sell | 8393 | $2.6M |
| COX CARRIE SMITH | Director | 2026-05-13 | Open-market sell | 445 | $137K |
| Leonard Shanon J | Sr. Vice President | 2026-05-11 | Open-market sell | 4963 | $1.5M |
| Leonard Shanon J | Sr. Vice President | 2026-05-05 | Tax withholding | 2145 | $603K |
| Ilan Haviv | Chairman, President & CEO, Director | 2026-05-04 | Option exercise | 20000 | $1.6M |
| Ilan Haviv | Chairman, President & CEO, Director | 2026-05-04 | Open-market sell | 20000 | $5.6M |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Half of revenue is now disclosed as shipping into China, materially concentrating geopolitical exposure in a single high-risk jurisdiction. Newly specified risks — tariffs, export controls, regulatory scrutiny, and supply chain disruption — translate that concentration into concrete operational and revenue threats.
1 company-specific
New disclosure of 50% revenue shipped into China; expanded geopolitical risk language including regulatory scrutiny, tariffs, export controls, and supply chain disruption specifics.
Risks related to our business and industry Our global operations subject us to risks associated with domestic or international political, social, economic or other conditions. We have facilities in…
This is a straightforward earnings release for Q2 2026. The Item 2.02 disclosure explicitly states "The Registrant's news release dated July 22, 2026, regarding its second-quarter results of operations and financial condition is attached hereto as Exhibit 99." The attached exhibit contains comprehensive financial results including revenue of $5.46 billion, net income of $1.98 billion, and EPS of $2.14, along with segment performance, cash flow statements, and forward guidance for Q3 2026.
View raw filing on EDGAR →The filing discloses the Board's appointment of Julie Knecht as senior vice president and Chief Financial Officer effective August 1, 2026, succeeding retiring Rafael Lizardi after 25 years. While the disclosure includes both a departure (Lizardi's retirement) and an appointment (Knecht's promotion), the principal action centers on the appointment of a named executive to a material C-suite role. The appointment includes specified compensation ($700,000 base salary and $2 million in equity), making this a significant executive succession event material to investors.
View raw filing on EDGAR →