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.

UNION PACIFIC CORP (UNP)

CIK 0000100885 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 0 sellers sold $0
Open-market · last 90 days: 0 buyers bought $0 0 sellers sold $0
InsiderRoleDateTransactionSharesValue
Rocker Kenyatta G EVP MARKETING & SALES 2026-09-04 Gift 431 $0
Conlin Christina B EVP CHIEF LEGAL OFFICER & CORP 2026-08-10 Grant/award 2 $635
Hamann Jennifer L EVP & CHIEF FINANCIAL OFFICER 2026-08-10 Grant/award 8 $2K
Jalali Rahul EVP & CHIEF INFORMATION OFFICE 2026-08-10 Grant/award 8 $2K
Powers Carrie J VP & CONTROLLER 2026-08-10 Grant/award 5 $2K
Rocker Kenyatta G EVP MARKETING & SALES 2026-08-10 Grant/award 3 $744
Conlin Christina B EVP CHIEF LEGAL OFFICER & CORP 2026-07-10 Grant/award 2 $635
Hamann Jennifer L EVP & CHIEF FINANCIAL OFFICER 2026-07-10 Grant/award 8 $2K
Jalali Rahul EVP & CHIEF INFORMATION OFFICE 2026-07-10 Grant/award 8 $2K
Powers Carrie J VP & CONTROLLER 2026-07-10 Grant/award 6 $2K
Rocker Kenyatta G EVP MARKETING & SALES 2026-07-10 Grant/award 5 $1K
Rocker Kenyatta G EVP MARKETING & SALES 2026-07-10 Grant/award 3 $744
Conlin Christina B EVP CHIEF LEGAL OFFICER & CORP 2026-06-10 Grant/award 7 $2K
Gehringer Eric J EVP OPERATIONS 2026-06-10 Grant/award 13 $3K
Hamann Jennifer L EVP & CHIEF FINANCIAL OFFICER 2026-06-10 Grant/award 9 $2K
Jalali Rahul EVP & CHIEF INFORMATION OFFICE 2026-06-10 Grant/award 9 $2K
Powers Carrie J VP & CONTROLLER 2026-06-10 Grant/award 6 $2K
Rocker Kenyatta G EVP MARKETING & SALES 2026-06-10 Grant/award 13 $3K
Rocker Kenyatta G EVP MARKETING & SALES 2026-06-10 Grant/award 3 $744
Gehringer Eric J EVP OPERATIONS 2026-06-03 Open-market sell 2991 $790K
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 →

A pending merger with Norfolk Southern introduces the dominant new risk: a $2.5B termination fee, regulatory uncertainty, integration exposure, and debt/covenant constraints that materially reshape the company's near-term risk profile. Tariff risk has simultaneously escalated from generic regulatory language to quantified, realized adverse impacts on demand and costs in FY2025. Together, these two additions represent a substantive worsening across strategic and macro dimensions.

1 company-specific · 1 common-mode

Company-specific changes

Revised

Entirely new risk factor disclosing pending merger with Norfolk Southern. Introduces material risks including $2.5B termination fee, regulatory uncertainty, integration challenges, substantial transaction costs, and debt/covenant constraints.

Pending acquisition risks The mergers are subject to conditions, some or all of which may not be satisfied or completed on a timely basis, if at all. Failure to complete the mergers could have…

Also disclosed — common-mode (Tariffs trade policy)
Tariffs trade policy Revised

New disclosure of actual tariff impacts in FY2025 and forward-looking tariff risk. Quantifies realized adverse effects on demand and costs, escalating from generic regulatory risk to concrete operational impact.

Legal and regulatory risks We are subject to significant governmental regulation – We are subject to governmental regulation by a significant number of federal, state, and local authorities…

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 2026-07-23 confidence 99% Item 2.02

Union Pacific issued a press release on July 23, 2026 announcing second quarter 2026 financial results, including net income of $2.0 billion (up 6%), diluted EPS of $3.36 (up 7%), and operating revenue of $6.9 billion (up 12%). The filing explicitly states "On July 23, 2026, Union Pacific Corporation issued a press release announcing its financial results for the quarter ended June 30, 2026" and furnishes the press release as Exhibit 99.1, which is the standard disclosure mechanism for quarterly earnings releases under Item 2.02.

View raw filing on EDGAR →