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 |
|---|---|---|---|---|---|
| Nocella Andrew P | EVP & Chief Commercial Officer | 2026-08-25 | Open-market sell | 5000 | $585K |
| SHAPIRO EDWARD | Director | 2026-08-19 | Gift | 50000 | $0 |
| Nocella Andrew P | EVP & Chief Commercial Officer | 2026-08-04 | Open-market sell | 3000 | $397K |
| Leskinen Michael D. | EVP & Chief Financial Officer | 2026-08-03 | Open-market sell 10b5-1 | 10000 | $1.3M |
| Gebo Kate | EVP HR and Labor Relations | 2026-07-28 | Gift | 4968 | $0 |
| Gebo Kate | EVP HR and Labor Relations | 2026-07-28 | Gift | 4968 | $0 |
| Hart Brett J | President | 2026-07-28 | Open-market sell | 30108 | $3.6M |
| Hart Brett J | President | 2026-07-28 | Gift | 7461 | $0 |
| Nocella Andrew P | EVP & Chief Commercial Officer | 2026-07-28 | Open-market sell | 4200 | $506K |
| Hart Brett J | President | 2026-07-27 | Option exercise | 21521 | $1.7M |
| Hart Brett J | President | 2026-07-27 | Tax withholding | 17245 | $2.1M |
| Enqvist Torbjorn J | EVP & Chief Operations Officer | 2026-07-25 | Grant/award | 24971 | $0 |
| Enqvist Torbjorn J | EVP & Chief Operations Officer | 2026-07-25 | Tax withholding | 9825 | $1.2M |
| Gebo Kate | EVP HR and Labor Relations | 2026-07-25 | Grant/award | 17837 | $0 |
| Gebo Kate | EVP HR and Labor Relations | 2026-07-25 | Tax withholding | 7901 | $934K |
| Hart Brett J | President | 2026-07-25 | Grant/award | 46375 | $0 |
| Hart Brett J | President | 2026-07-25 | Tax withholding | 20543 | $2.4M |
| KIRBY J SCOTT | Chief Executive Officer, Director | 2026-07-25 | Grant/award | 71347 | $0 |
| KIRBY J SCOTT | Chief Executive Officer, Director | 2026-07-25 | Tax withholding | 28076 | $3.3M |
| Leskinen Michael D. | EVP & Chief Financial Officer | 2026-07-25 | Grant/award | 17837 | $0 |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
United's risk profile broadened materially this year, with new or expanded exposures across loyalty program competition, third-party operational dependence, pension/retiree cost liabilities, climate/SAF cost pressures, and hub-level safety/reputational risk. The pilot shortage easing provides partial offset, but the net balance is a wider and more concrete risk footprint. Materialized 2025 disruptions at ~40 airports and EWR further confirm that operational risks are no longer hypothetical.
4 company-specific · 1 eased/removed · 2 common-mode
Added concrete 2025 examples: federal government shutdown forcing schedule reductions across ~40 airports and EWR ATC/staffing disruptions causing delays and cancellations, demonstrating materialized operational risks with quantified impact.
Extended interruptions or disruptions in service at major airports where we operate could have a material adverse impact on our operations, including our ability to operate our existing flight…
New disclosure of material MileagePlus loyalty program risk. Program is significant revenue driver; competitive threats from airlines and financial services firms could adversely affect customer acquisition, retention, and operating results.
Our MileagePlus loyalty program plays a significant role in our business, and unfavorable developments affecting the program could adversely affect our business and results of operations. Our…
New explicit disclosure of pension/retiree health cost risks, multi-employer plan withdrawal liability, and actuarial assumption changes materially worsens labor cost exposure.
Human Capital Management Risks Union disputes, employee strikes or slowdowns and other labor-related disruptions as well as increased employee and retiree health, pension, labor and regulatory…
Added specific safety assurance risk for air travel at hub locations and expanded vulnerability to rapid social media reputational damage with inability to respond timely.
Managing our reputation and brand image is critical to our business success and if our reputation or brand image is damaged, it could adversely affect our business or financial results. We operate in…
Removal of detailed pilot shortage discussion and mitigation costs. Prior year emphasized acute pilot scarcity, regulatory impacts, and required financial support to regional carriers. Current version omits these substantive operational and financial risks.
Disruptions to our regional network and United Express flights provided by third-party regional carriers could adversely affect our business, operating results and financial condition. While the…
New disclosure of material dependence on third-party service providers and technology providers, with risk of performance failure or relationship interruption.
The Company's business relies extensively on third-party service providers, including certain technology providers. Failure of these parties to perform as expected, or interruptions in the Company's…
SAF premium has "recently increased" due to blending mandates; new disclosure of insurance cost/availability risks from climate events; expanded regulatory scope (plastic use, carbon emissions added).
We are subject to many forms of environmental regulation and liability as well as risks associated with climate change and may incur substantial costs as a result. Many aspects of the Company's…
United Airlines issued a press release on July 15, 2026, announcing second-quarter 2026 financial results with diluted EPS of $2.46 (adjusted $1.99), total operating revenue of $17.7 billion (up 16% year-over-year), and raised full-year 2026 adjusted EPS guidance to $9.00–$11.00.
View raw filing on EDGAR →This is a classic Item 5.07 disclosure reporting the results of United Airlines' Annual Meeting held on May 19, 2026. The filing presents voting results for four matters: election of 11 directors (all elected), ratification of Ernst & Young LLP as independent auditor, advisory approval of executive compensation, and a shareholder proposal on written consent rights (rejected). These are routine but material governance events that affect investor understanding of board composition and corporate oversight.
View raw filing on EDGAR →