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 |
|---|---|---|---|---|---|
| Alagirisamy Venkatesh | EVP: CHIEF OPERATING OFFICER | 2026-09-09 | Open-market sell 10b5-1 | 3671 | $138K |
| Leinwand Robert | EVP: Chief Legal Officer | 2026-09-09 | Open-market sell 10b5-1 | 3646 | $137K |
| McCartney Philip | EVP: CHIEF INN,PROD&DSG OFCR | 2026-09-09 | Open-market sell 10b5-1 | 2559 | $96K |
| COOK TIMOTHY D | Director | 2026-09-08 | Grant/award | 5047 | $0 |
| Duckett Thasunda | Director | 2026-09-08 | Grant/award | 5047 | $0 |
| Gil Monica | Director | 2026-09-08 | Grant/award | 5047 | $0 |
| HENRY MARIA | Director | 2026-09-08 | Grant/award | 5047 | $0 |
| Henry Peter B. | Director | 2026-09-08 | Grant/award | 5047 | $0 |
| KNUDSTORP JORGEN VIG | Director | 2026-09-08 | Grant/award | 5047 | $0 |
| Knight Travis A | Director | 2026-09-08 | Grant/award | 5047 | $0 |
| PELUSO MICHELLE A | Director | 2026-09-08 | Grant/award | 5047 | $0 |
| SWAN ROBERT HOLMES | Director | 2026-09-08 | Grant/award | 5047 | $0 |
| Alagirisamy Venkatesh | EVP: CHIEF OPERATING OFFICER | 2026-09-01 | Grant/award | 37166 | $0 |
| Alagirisamy Venkatesh | EVP: CHIEF OPERATING OFFICER | 2026-09-01 | Tax withholding | 3453 | $135K |
| Denton David M | EVP: CFO | 2026-09-01 | Grant/award | 71234 | $0 |
| Heinle Treasure | EVP: CHIEF PEOPLE OFFICER | 2026-09-01 | Grant/award | 34069 | $0 |
| Heinle Treasure | EVP: CHIEF PEOPLE OFFICER | 2026-09-01 | Tax withholding | 3430 | $134K |
| Hill Elliott | PRESIDENT & CEO, Director | 2026-09-01 | Grant/award | 108400 | $0 |
| Hill Elliott | PRESIDENT & CEO, Director | 2026-09-01 | Tax withholding | 9462 | $370K |
| Leinwand Robert | EVP: Chief Legal Officer | 2026-09-01 | Grant/award | 34069 | $0 |
Fiscal period ending 2026-05-31 versus 2025-05-31 — view filing on EDGAR →
Competitive and technology risks have materially escalated across multiple fronts, with AI disruption now explicitly named as a threat to both product development timelines and consumer commerce channels. Retailer consolidation has shifted from hypothetical to realized, endorser relationships carry new brand-conflict exposure, and AI/automated-decision regulatory obligations have expanded the compliance surface well beyond traditional data privacy. The changes are concentrated in two themes — market competition and technology/cybersecurity — but the breadth and specificity of new disclosures within each represent a substantive step-up in disclosed risk.
4 company-specific · 3 common-mode
Competition for endorsers intensified due to athlete personal brands and competing ventures. New risk that key endorsers may launch competing brands, escalating competitive threat.
Failure to continue to obtain or maintain high-quality endorsers of our products could harm our business. We establish relationships with professional athletes, sports teams and leagues, as well as…
Added specific demand drivers: fashion/trend shifts, brand relevance decline, competition, retailer decisions, promotional actions. Escalates inventory risk from generic forecasting to concrete market pressures.
Failure to accurately forecast consumer demand has in the past led and could in the future lead to excess inventories or inventory shortages, which has in the past resulted and could in the future…
Language shifted from "may increase" to "has increased and may continue to increase," indicating consolidation is actively occurring, not merely potential. Escalates from hypothetical to realized risk.
Consolidation of retailers or concentration of retail market share among a few retailers has increased and may continue to increase and concentrate our credit risk and impair our ability to sell…
Added explicit risks: distribution facility real estate needs, store traffic declines, digital commerce shift, safety concerns, and format/regional profitability pressures. These represent substantive new operational risk disclosures.
The market for prime real estate is competitive. Our ability to effectively obtain real estate to open new retail stores, expand and operate our distribution facilities and otherwise conduct our…
New disclosure of AI and technology acceleration risk shortening product development windows and requiring effective use of advanced tools to compete.
If we are unable to anticipate consumer preferences and develop new products, we may not be able to maintain or increase our revenues and profits. Our success depends on our ability to identify…
New disclosure of AI-enabled commerce risks: Nike must now develop AI capabilities and adapt to agentic shopping or risk losing competitive position and consumer traffic.
Our NIKE Direct operations have required and will continue to require a substantial investment and commitment of resources and are subject to numerous risks and uncertainties. Our NIKE Direct…
Added explicit disclosure of AI, automated decision-making, targeted advertising, and profiling regulations—new regulatory obligations beyond traditional data privacy that materially expand compliance scope and risk.
We are subject to data security and privacy risks that could negatively affect our results, operations or reputation. In addition to our own sensitive and proprietary business information, we handle…
Nike held its annual meeting of shareholders on September 8, 2026, and disclosed voting results on six proposals: election of directors (Class A and Class B), advisory vote on executive compensation, ratification of PwC as auditor, approval of an amended Employee Stock Purchase Plan with a material increase of 16,000,000 authorized shares, and two shareholder proposals.
View raw filing on EDGAR →Johanna Nielsen's resignation as Vice Vice President, Chief Accounting Officer and Corporate Controller, effective September 4, 2026, is the principal disclosed action. While the filing also mentions David Denton assuming the interim role, the core event is Nielsen's departure from a senior accounting position. The departure of a Chief Accounting Officer is material to investors as it affects financial reporting oversight and governance.
View raw filing on EDGAR →This is a clear earnings release disclosing NIKE's fiscal 2026 fourth quarter and full-year financial results. The press release, furnished as Exhibit 99.1, reports full-year revenues of $46.4 billion (flat reported, down 2% currency-neutral), net income of $3.1 billion (down 3%), and diluted EPS of $2.10 (down 3%), along with detailed income statements, balance sheets, and divisional revenue breakdowns. This is a material disclosure affecting investor assessment of the company's financial performance and position.
View raw filing on EDGAR →Nike announced the appointment of David M. Denton as Executive Vice President and Chief Financial Officer, effective August 17, 2026, replacing Matthew Friend. Denton's compensation package includes a $1.45M base salary, $11.5M long-term incentive target, and a $7.25M new-hire cash award.
View raw filing on EDGAR →John W. Rogers, Jr., a director since 2018, is retiring from the Board of Directors effective at the 2026 Annual Meeting and will not stand for re-election. Although he will transition to a strategic advisor role, his departure from the Board represents a material change in the company's governance structure.
View raw filing on EDGAR →