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 |
|---|---|---|---|---|---|
| Gulyas Diane H. | Director | 2026-08-06 | Gift | 1400 | $250K |
| Bell Blake R | President Global Business Dev | 2026-05-07 | Option exercise | 2863 | $0 |
| Bell Blake R | President Global Business Dev | 2026-05-07 | Option exercise | 69 | $0 |
| Bell Blake R | President Global Business Dev | 2026-05-07 | Tax withholding | 1085 | $164K |
| Blacker Kelly K | President, Global Geographies | 2026-05-07 | Option exercise | 2863 | $0 |
| Blacker Kelly K | President, Global Geographies | 2026-05-07 | Option exercise | 69 | $0 |
| Blacker Kelly K | President, Global Geographies | 2026-05-07 | Tax withholding | 1085 | $164K |
| Dickerman Jeffrey F | Senior VP/Gen Counsel/Corp Sec | 2026-05-07 | Option exercise | 754 | $0 |
| Dickerman Jeffrey F | Senior VP/Gen Counsel/Corp Sec | 2026-05-07 | Option exercise | 18 | $0 |
| Dickerman Jeffrey F | Senior VP/Gen Counsel/Corp Sec | 2026-05-07 | Tax withholding | 304 | $46K |
| Hackett David A | Senior VP - CFO | 2026-05-07 | Option exercise | 142 | $0 |
| Hackett David A | Senior VP - CFO | 2026-05-07 | Option exercise | 4 | $0 |
| Hackett David A | Senior VP - CFO | 2026-05-07 | Tax withholding | 37 | $6K |
| Martinez Roberto A | President, Global Products | 2026-05-07 | Option exercise | 902 | $0 |
| Martinez Roberto A | President, Global Products | 2026-05-07 | Option exercise | 22 | $0 |
| Martinez Roberto A | President, Global Products | 2026-05-07 | Tax withholding | 369 | $56K |
| Schoonover Gabe O | SVP - Global Ent Svc & CSO | 2026-05-07 | Option exercise | 145 | $0 |
| Schoonover Gabe O | SVP - Global Ent Svc & CSO | 2026-05-07 | Option exercise | 4 | $0 |
| Schoonover Gabe O | SVP - Global Ent Svc & CSO | 2026-05-07 | Tax withholding | 37 | $6K |
| Wall Daniel R | President and CEO | 2026-05-07 | Option exercise | 1697 | $0 |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
A newly disclosed tariff and trade risk is the dominant concern, with 19–22% of revenues exposed to China/Hong Kong export volatility that threatens volumes, rates, and customer solvency. This is partially offset by a genuine governance improvement: a multi-year IT control material weakness, present since 2022, has been successfully remediated. On balance, the macro headwind outweighs the internal control gain.
0 company-specific · 1 eased/removed · 1 common-mode
Material weakness in IT controls over financial reporting was disclosed for three consecutive years (2022–2024) and is now removed, indicating successful remediation. This is a material positive development.
We identified material weaknesses in our internal control over financial reporting related to ineffective information technology general controls which, if not remediated appropriately or timely…
New disclosure of material tariff and trade risk. Company derives 19-22% of revenues from China/Hong Kong exports; tariff volatility threatens volumes, capacity, rates, and customer solvency.
The current volatile international trade environment as a result of intergovernmental disputes, trade actions, increased tariffs and other geo-political risks may adversely impact our business and…
This is a clear earnings release disclosing Expeditors' second quarter 2026 financial results. The filing explicitly states "On August 4, 2026, Expeditors International of Washington, Inc., a Washington corporation, issued a press release announcing second quarter 2026 financial results" and the attached Exhibit 99.1 is labeled "EARNINGS RELEASE" with detailed financial metrics including diluted EPS of $2.03 (up 51%), net earnings of $266 million (up 45%), operating income of $350 million (up 41%), and revenues of $3.5 billion (up 32%). This is a material disclosure affecting investor assessment of the registrant's financial performance.
View raw filing on EDGAR →This Item 7.01 Regulation FD Disclosure contains a Q&A addressing material business developments: Middle East disruption impacts, significant growth in customs brokerage driven by tariff refunds and regulatory complexity, AI/technology investments enhancing margins, and hyperscaler volume trends. While the disclosure is primarily forward-looking guidance and management commentary rather than a discrete event (M&A, restatement, departure, etc.), the substantive discussion of customs growth drivers, tariff refund activity, and technology initiatives would affect a reasonable investor's assessment of the company's near-term revenue and margin trajectory. This does not fit neatly into the more specific event categories but is material disclosure under Regulation FD.
View raw filing on EDGAR →