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 |
|---|---|---|---|---|---|
| Schmid Timothy | EVP, WW Chair, MedTech | 2026-09-02 | Option exercise | 11070 | $1.5M |
| Schmid Timothy | EVP, WW Chair, MedTech | 2026-09-02 | Open-market sell | 11070 | $3.0M |
| Schmid Timothy | EVP, WW Chair, MedTech | 2026-09-02 | Option exercise | 22527 | $3.4M |
| Schmid Timothy | EVP, WW Chair, MedTech | 2026-09-02 | Open-market sell | 22527 | $6.2M |
| Taubert Jennifer L | EVP, WWC. Innovative Medicine | 2026-08-17 | Option exercise | 15000 | $1.7M |
| Taubert Jennifer L | EVP, WWC. Innovative Medicine | 2026-08-17 | Open-market sell | 15000 | $4.0M |
| Duato Joaquin | CEO and Chairman of the Board, Director | 2026-08-13 | Option exercise | 123291 | $14.3M |
| Duato Joaquin | CEO and Chairman of the Board, Director | 2026-08-13 | Open-market sell | 20976 | $5.5M |
| Duato Joaquin | CEO and Chairman of the Board, Director | 2026-08-13 | Open-market sell | 102315 | $26.7M |
| Forminard Elizabeth | EVP, Chief Legal Officer | 2026-08-06 | Option exercise | 9344 | $1.2M |
| Forminard Elizabeth | EVP, Chief Legal Officer | 2026-08-06 | Open-market sell | 9344 | $2.4M |
| Forminard Elizabeth | EVP, Chief Legal Officer | 2026-08-06 | Open-market sell | 6574 | $1.7M |
| Duato Joaquin | CEO and Chairman of the Board, Director | 2026-08-05 | Open-market sell | 41957 | $10.8M |
| Duato Joaquin | CEO and Chairman of the Board, Director | 2026-08-05 | Open-market sell | 6523 | $1.7M |
| Broadhurst Vanessa | EVP, Global Corp Affairs | 2026-07-20 | Option exercise | 11129 | $1.4M |
| Broadhurst Vanessa | EVP, Global Corp Affairs | 2026-07-20 | Option exercise | 11925 | $1.6M |
| Broadhurst Vanessa | EVP, Global Corp Affairs | 2026-07-20 | Open-market sell | 23054 | $5.8M |
| Wengel Kathryn E | EVP, Chief TO and Risk Officer | 2026-06-11 | Option exercise | 10000 | $1.2M |
| Wengel Kathryn E | EVP, Chief TO and Risk Officer | 2026-06-11 | Open-market sell | 10000 | $2.4M |
| REED JOHN C | EVP, Innovative Medicine, R&D | 2026-05-01 | Option exercise | 25255 | $0 |
Fiscal period ending 2025-12-28 versus 2024-12-29 — view filing on EDGAR →
A planned 18-24 month separation of the Orthopaedics business is the dominant new risk, introducing execution, regulatory, and value-realization uncertainty at the corporate level. Separation costs and the risk of unachieved strategic or financial benefits compound the transaction risk. Macro headwinds have also concretely worsened, with tariffs now characterized as realized rather than merely anticipated, and new data-localization restrictions added to the regulatory burden.
2 company-specific · 1 common-mode
Newly disclosed planned separation of Orthopaedics business with 18-24 month timeline. Material strategic transaction introducing execution, regulatory, and market risks that could affect shareholder value and company structure.
Risks related to the planned separation of our Orthopaedics business The planned separation of the Company's Orthopaedics business may not be completed on the terms or timeline currently…
New disclosure of planned separation with significant costs and risk of unachieved strategic/financial benefits. Material M&A event with execution and value realization risk.
The costs to complete the planned separation will be significant. In addition, the Company may be unable to achieve some of the strategic and financial benefits that it expects to achieve from the…
Added data localization and data transfer restrictions as new regulatory risks. Escalated tariff language from "announced" to "imposed and/or announced," signaling realized tariff impact.
Due to the international nature of the Company's business, geopolitical or economic changes or events, including global tensions and war, could adversely affect our business, results of operations or…
Jennifer Taubert, Executive Vice President and Worldwide Chairman of Innovative Medicine (a $60+ billion business unit) and Executive Committee member, is retiring effective September 1, 2026. While the filing also discloses Tom Cavanaugh's appointment as her successor, the principal disclosed action centers on Taubert's departure from a senior executive role after 21 years. The appointment is presented as a succession event, making the departure the salient event.
View raw filing on EDGAR →Johnson & Johnson announced completion of the acquisition of Firefly Bio, Inc. for $1 billion in cash and entry into strategic agreements with Sail Biomedicines (including a $2.58 billion acquisition option). These are material M&A transactions that directly impact the company's financial guidance, reducing 2026 Adjusted Operational EPS by $0.64 and 2027 EPS by $1.36. The Item 7.01 disclosure centers on the completion of these acquisitions and the resulting guidance updates, which are hallmarks of ma_activity.
View raw filing on EDGAR →Johnson & Johnson announced a comprehensive settlement agreement for ovarian talc litigation with a $5.5 billion commitment, resolving approximately 76,000 remaining claims. This represents a material settlement of long-standing product liability litigation that would significantly affect investor assessment of the company's financial obligations and legal exposure. The settlement follows a favorable MDL court ruling on causation but constitutes a major resolution of a 15-year litigation matter.
View raw filing on EDGAR →Johnson & Johnson issued a press release on July 15, 2026 announcing Q2 2026 financial results, including reported sales of $25.3 billion (6.6% growth), EPS of $2.27, and adjusted EPS of $2.90. The company also raised its full-year 2026 guidance, projecting reported sales of $101.1 billion at the midpoint (7.3% growth) and increasing adjusted EPS guidance to $11.68. This is a standard quarterly earnings disclosure materially affecting investor assessment of the registrant's financial performance and outlook.
View raw filing on EDGAR →