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 |
|---|---|---|---|---|---|
| GARRETT SHARON D | Director | 2026-05-29 | Gift | 1354 | $0 |
| GARRETT SHARON D | Director | 2026-05-29 | Gift | 1354 | $0 |
| Mueller Patricia H | Director | 2026-05-29 | Gift | 1354 | $0 |
| Mueller Patricia H | Director | 2026-05-29 | Gift | 1354 | $0 |
| BJORKLUND GUNNAR K | Director | 2026-05-21 | Grant/award | 896 | $0 |
| BJORKLUND GUNNAR K | Director | 2026-05-21 | Grant/award | 643 | $0 |
| BUSH MICHAEL J | Director | 2026-05-21 | Grant/award | 896 | $0 |
| Cannizzaro Edward G | Director | 2026-05-21 | Grant/award | 896 | $0 |
| GARRETT SHARON D | Director | 2026-05-21 | Grant/award | 896 | $0 |
| MILLIGAN STEPHEN D | Director | 2026-05-21 | Grant/award | 896 | $0 |
| Mueller Patricia H | Director | 2026-05-21 | Grant/award | 896 | $0 |
| Sutton Doniel | Director | 2026-05-21 | Grant/award | 896 | $0 |
| Burrill Jeffrey P | Group SVP, CAO & CORP CONTROLL | 2026-03-27 | Gift | 565 | $0 |
| Sheehan William W II | EVP, CHIEF FINANCIAL OFFICER | 2026-03-26 | Open-market sell | 4883 | $1.1M |
| Hartshorn Michael J. | GROUP PRESIDENT, COO, Director | 2026-03-25 | Open-market sell 10b5-1 | 15813 | $3.4M |
| Sykes Karen | PRESIDENT, CMO DD'S DISCOUNTS | 2026-03-25 | Open-market sell | 5506 | $1.2M |
| Brinkley Stephen C | PRESIDENT, OPERATIONS | 2026-03-24 | Open-market sell | 4154 | $884K |
| Fleming Karen | PRES, CMO ROSS DRESS FOR LESS | 2026-03-24 | Open-market sell | 7000 | $1.5M |
| Hartshorn Michael J. | GROUP PRESIDENT, COO, Director | 2026-03-24 | Open-market sell 10b5-1 | 6061 | $1.3M |
| Brinkley Stephen C | PRESIDENT, OPERATIONS | 2026-03-20 | Grant/award | 8579 | $0 |
Fiscal period ending 2026-01-31 versus 2025-02-01 — view filing on EDGAR →
China sourcing concentration (>50% of goods) combined with realized — not merely hypothetical — tariff impacts now represent a concrete cost and availability threat to the business. Macro risks broadened further with added exposure to federal shutdowns and shipping delays, while the competitive disclosure acknowledges structural vulnerability of a brick-and-mortar-only model against e-commerce and AI-enabled rivals. The risk picture worsened across supply chain, geopolitical, and competitive dimensions simultaneously.
2 company-specific · 2 common-mode
Added specific China sourcing exposure (>50% of goods), tariff escalation, federal shutdowns, merchandise availability limits, and shipping delays—substantive new operational and cost risks.
MACROECONOMIC AND RETAIL INDUSTRY BUSINESS RISKS We are subject to impacts from changes in the macroeconomic environment, government regulation or policy, geopolitical conditions, and financial and…
Added specific competitive threats: consumer data analytics, AI/emerging tech adoption risks, and explicit acknowledgment that brick-and-mortar-only model faces e-commerce headwinds.
Competitive pressures and the pace of change in the retailing industry are high. The retail industry is highly competitive and the marketplace is fragmented, as many different retailers compete for…
Company escalated tariff and China concentration risks. Added "increased tariffs," "more stringent quotas," explicit China dependency (>50%), and heightened tariff language throughout.
We are subject to risks associated with importing and selling merchandise produced in other countries. Risks in importing and selling such merchandise include increased tariffs and more stringent…
Risk escalated from hypothetical policy uncertainty to realized tariffs on China goods. Added specific China exposure (>50% of goods sourced), direct tariff impact, and "significant cost increases" language.
Changes and uncertainty in U.S. trade or tax policy regarding apparel, home-related merchandise, shoes, and other goods we sell produced in other countries could adversely affect our business. A…
This is a clear earnings release for Ross Stores' fiscal Q2 2026 (quarter ended August 1, 2026), disclosed via press release on August 20, 2026. The filing reports quarterly sales of $6.3 billion (up 13%), comparable store sales growth of 10%, net income of $851 million, and diluted EPS of $2.66, along with updated full-year guidance raising fiscal 2026 EPS projections to $8.61–$8.77. The press release is attached as Exhibit 99.1 and constitutes a material disclosure of financial results affecting investor assessment of the company's performance.
View raw filing on EDGAR →This is a clear disclosure of shareholder voting results from Ross Stores' Annual Meeting of Stockholders held on May 20, 2026. The filing presents final voting tallies for four proposals: election of 9 directors, approval of the 2026 Equity Incentive Plan, an advisory vote on executive compensation, and ratification of Deloitte & Touche LLP as independent auditor. This is a quintessential Item 5.07 disclosure and directly matches the shareholder_vote_results event type.
View raw filing on EDGAR →Item 2.02 discloses the Company's issuance of a press release on May 21, 2026 regarding financial results for the fiscal quarter ended May 2, 2026, with the full text attached as Exhibit 99.1. This is a standard earnings release disclosure, which is material to investors as it provides quarterly financial performance information.
View raw filing on EDGAR →