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 |
|---|---|---|---|---|---|
| KELLY ENNIS DEBRA J | Director | 2026-05-26 | Open-market sell | 5790 | $418K |
| Strahlman Ellen R | Director | 2026-05-26 | Open-market sell | 2000 | $145K |
| Clarke Ian L.T. | Director | 2026-05-14 | Grant/award | 2571 | $0 |
| Connelly Marjorie Mary | Director | 2026-05-14 | Grant/award | 2571 | $0 |
| Davis Robert Matthews | Director | 2026-05-14 | Grant/award | 2571 | $0 |
| KELLY ENNIS DEBRA J | Director | 2026-05-14 | Grant/award | 2571 | $0 |
| McQUADE KATHRYN B. | Director | 2026-05-14 | Grant/award | 4656 | $0 |
| SHANKS VIRGINIA E | Director | 2026-05-14 | Grant/award | 2571 | $0 |
| Stoddart Richard S | Director | 2026-05-14 | Grant/award | 2571 | $0 |
| Strahlman Ellen R | Director | 2026-05-14 | Grant/award | 2571 | $0 |
| YZAGUIRRE MARIO MAX | Director | 2026-05-14 | Grant/award | 2571 | $0 |
| Mancuso Salvatore | Chief Executive Officer, Director | 2026-05-13 | Grant/award | 40634 | $0 |
| Whitaker Charles N. | SVP, Chief HR Off. & CCO | 2026-03-05 | Open-market sell | 27908 | $1.9M |
| Begley Jody L | EVP and COO | 2026-02-26 | Grant/award | 17166 | $0 |
| Begley Jody L | EVP and COO | 2026-02-26 | Tax withholding | 17439 | $1.2M |
| Gifford William F. Jr. | Chief Executive Officer, Director | 2026-02-26 | Grant/award | 70364 | $0 |
| Gifford William F. Jr. | Chief Executive Officer, Director | 2026-02-26 | Tax withholding | 61849 | $4.3M |
| Mancuso Salvatore | EVP & CFO, Director | 2026-02-26 | Grant/award | 17166 | $0 |
| Mancuso Salvatore | EVP & CFO, Director | 2026-02-26 | Tax withholding | 17385 | $1.2M |
| McCarter Robert A. III | EVP & General Counsel | 2026-02-26 | Grant/award | 5767 | $0 |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
The NJOY acquisition has moved from prospective risk to realized loss: ITC exclusion orders on NJOY ACE are now active, triggering concrete goodwill and intangible asset impairments in 2025 while an appeal leaves the ban in place. Risk escalation is broad but stops short of existential — new exposures in duty drawback, contract manufacturing liability, and NJOY Daily patent litigation compound the core NJOY impairment story across multiple themes.
7 company-specific
NJOY impairment charges recorded in 2025 due to ITC ban and slower enforcement expectations. Concrete financial impact now realized, not prospective.
Failure to complete or manage strategic transactions, including acquisitions, dispositions, joint ventures and commercial relationships with and investments in third parties, or realize the…
Company recorded actual e-vapor goodwill and intangible asset impairments in 2025 due to ITC exclusion orders on NJOY ACE and slower-than-expected illicit product enforcement, escalating from prior-year forward-looking risk to realized loss.
We may be required to write down goodwill and other intangible assets, including trademarks and other intellectual property, due to impairment, which could have a material adverse effect on our…
NJOY ACE bans now in effect; appeal filed but bans remain during pendency. Prior year showed bans pending 60-day review; now bans are active and under appeal, escalating the risk.
We may be unsuccessful in commercializing innovative products, including nicotine products with reduced health risks relative to certain other nicotine products and that appeal to adult nicotine…
IQOS ban resolved but NJOY ACE ban now active with appeal pending; new NJOY Daily patent litigation with JUUL disclosed; goodwill impairment risk escalated.
Litigation, Legislative and Regulatory Risks Unfavorable outcomes with respect to litigation proceedings or any governmental investigations could materially adversely affect our results of…
New disclosure of duty drawback risk and competitive disadvantage if unable to realize tax refunds on imported tobacco products, creating material cost/investment disadvantage.
We face significant competition, including from the growth of innovative nicotine products, and our failure to compete effectively could have a material adverse effect on our business, results of…
Added contract manufacturing liability exposure for third-party products, expanding recall and liability risk beyond own products.
Our operating companies could decide, or be required to, recall products, which could have a material adverse effect on our business, reputation, results of operations, cash flows or financial…
Added specific duty drawback risk for tobacco products, disclosing concrete tax exposure previously unmentioned. Escalates from generic tax challenge language to identified refund vulnerability.
A challenge to our tax positions, an increase in the income tax rate or other changes to federal or state tax laws could materially adversely affect our earnings or cash flows. Tax laws and…
Steven W. Presley was elected to Altria's Board of Directors effective August 27, 2026, and appointed to three Board committees: Compensation and Talent Development, Innovation, and Finance. Presley is the CEO of Refresco Benelux and former senior executive at Nestlé.
View raw filing on EDGAR →Altria issued a press release on July 30, 2026 announcing its financial results for the quarter ended June 30, 2026, including net revenues of $6.1 billion, adjusted diluted EPS of $1.48 (up 2.8%), and narrowed full-year 2026 guidance to $5.61–$5.72 per share. This is a standard quarterly earnings disclosure filed under Item 2.02 with the press release attached as Exhibit 99.1.
View raw filing on EDGAR →