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 |
|---|---|---|---|---|---|
| Scannell Paul | Sr. Vice President | 2026-08-26 | Open-market sell 10b5-1 | 280 | $95K |
| Cunningham Paul | Sr. Vice President | 2026-08-25 | Gift | 1000 | $0 |
| SANGIOVANNI VINCENTELLI ALBERTO | Director | 2026-08-25 | Open-market sell 10b5-1 | 280 | $89K |
| SANGIOVANNI VINCENTELLI ALBERTO | Director | 2026-08-25 | Open-market sell 10b5-1 | 240 | $77K |
| SANGIOVANNI VINCENTELLI ALBERTO | Director | 2026-08-25 | Open-market sell 10b5-1 | 380 | $122K |
| SANGIOVANNI VINCENTELLI ALBERTO | Director | 2026-08-25 | Open-market sell 10b5-1 | 309 | $100K |
| SANGIOVANNI VINCENTELLI ALBERTO | Director | 2026-08-25 | Open-market sell 10b5-1 | 41 | $13K |
| TENG CHIN-CHI | Sr. Vice President | 2026-08-21 | Option exercise 10b5-1 | 1000 | $203K |
| TENG CHIN-CHI | Sr. Vice President | 2026-08-21 | Open-market sell 10b5-1 | 4732 | $1.5M |
| Cunningham Paul | Sr. Vice President | 2026-08-17 | Option exercise 10b5-1 | 1000 | $138K |
| Cunningham Paul | Sr. Vice President | 2026-08-17 | Open-market sell 10b5-1 | 2000 | $647K |
| Scannell Paul | Sr. Vice President | 2026-08-17 | Tax withholding | 181 | $59K |
| SOHN YOUNG | Director | 2026-07-30 | Gift | 9 | $0 |
| TENG CHIN-CHI | Sr. Vice President | 2026-07-22 | Option exercise 10b5-1 | 1000 | $203K |
| TENG CHIN-CHI | Sr. Vice President | 2026-07-22 | Open-market sell 10b5-1 | 720 | $242K |
| TENG CHIN-CHI | Sr. Vice President | 2026-07-22 | Open-market sell 10b5-1 | 252 | $85K |
| TENG CHIN-CHI | Sr. Vice President | 2026-07-22 | Open-market sell 10b5-1 | 200 | $68K |
| TENG CHIN-CHI | Sr. Vice President | 2026-07-22 | Open-market sell 10b5-1 | 1968 | $667K |
| TENG CHIN-CHI | Sr. Vice President | 2026-07-22 | Open-market sell 10b5-1 | 200 | $68K |
| TENG CHIN-CHI | Sr. Vice President | 2026-07-22 | Open-market sell 10b5-1 | 440 | $151K |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
A $140.6M export-control settlement with guilty plea and three-year probation anchors a broad, pervasive worsening across regulatory, operational, competitive, geopolitical, and workforce themes — one of the widest risk expansions seen in a single filing cycle. Regulatory exposure compounds across four distinct vectors: export controls, data privacy (GDPR/CCPA), government contracting, and new OBBBA tax law changes, while new U.S. outbound investment restrictions explicitly block semiconductor, quantum, and AI deals in China. Operational and competitive risks are simultaneously escalating, with newly disclosed third-party data-center dependency, semiconductor industry concentration, and concrete tariff/trade-barrier exposure to China-linked suppliers.
5 company-specific · 8 common-mode
Settlement of export control violations with $140.6M penalties, guilty plea, three-year probation, and ongoing compliance obligations materially worsen regulatory risk and restrict M&A and government contracting.
We are subject to governmental export and import controls that subject us to liability and impair our ability to compete in global markets as well as a variety of other laws and regulations. We must…
New disclosure of material operational dependency: company relies on third-party data centers for cloud infrastructure with no redundancy mentioned. Service disruption could impair customer access, damage reputation, and cause customer loss.
We rely on third-party data center providers and any disruption in the operations of these third-party providers, limitations on capacity or interference with our use could adversely affect our…
Added explicit IP indemnity risk with potential for large payments and customer disputes, escalating financial and reputational exposure.
Errors, defects or other issues with our products and services could expose us to liability and harm our business. Our customers use our products and services in designing and developing products…
New disclosure of open source IP infringement litigation risk and expanded consequences (discontinuing products, source code release). Adds substantive legal and operational exposure.
Our success is highly dependent upon the legal protection of our proprietary technology, as well as software and other IP rights licensed to us by third parties, and we cannot assure that the…
Added specific H1-B visa restrictions, visa delays, and new union/work stoppage risks. These are concrete operational constraints on talent acquisition and labor relations.
We depend upon our management team and qualified employees, and our failure to attract, train, motivate and retain them may make us less competitive and therefore harm our results of operations. Our…
New disclosure of material data privacy and regulatory compliance risk. Addresses GDPR, CCPA, and evolving global privacy laws with explicit mention of significant costs, legal liability, fines, and reputational harm.
Any actual or perceived failure to comply with new or existing laws, regulations and other requirements relating to the privacy, security, processing and cross-border transfer of Personal Information…
Shift from generic competition risk to specific industry cyclicality, demand risk, and ecosystem dependency. New emphasis on foundry/IP vendor relationships as critical competitive factors.
The growth of our business depends primarily on the semiconductor and electronics systems industries. Purchases of our products and services are dependent upon the commencement of new design projects…
New specific regulatory restrictions added: U.S. outbound investment review mechanism effective January 2, 2025, explicitly prohibiting investments in semiconductors, quantum, and AI in China. Materially escalates M&A risk.
As we continue to acquire and invest in companies or technologies, we may not realize the expected business or financial benefits and these acquisitions could prove difficult to integrate, disrupt…
New disclosure of material government contracting and heavily-regulated customer risks: bid protests, contract termination rights, compliance penalties, debarment, and regulatory audit exposure.
Doing business with the public sector and heavily-regulated entities subjects us to risks related to government procurement processes, regulations and contracting requirements. We provide products…
New explicit disclosure that business growth depends primarily on semiconductor/electronics industries, elevating industry concentration risk and cyclicality exposure.
Risk Factors Summary Business and Operational Risks • We have experienced varied operating results, and our operating results for any particular fiscal period are affected by the timing of revenue…
Added specific disclosure of tariffs, trade restrictions, and supplier exposure to China-impacted countries. Escalates geopolitical risk from general uncertainty to concrete trade barriers affecting supply chain and costs.
Uncertainty in the global economy and instability within international relations, including changes in governmental policies relating to technology, may negatively affect our business and reduce our…
Added concrete market demand risk: AI-enabled product markets may not develop as anticipated or at all, and economic downturns could reduce AI spending, directly impacting revenue.
We may not realize opportunities presented by AI and may incur reputational and financial harm and liability as a result of issues in the development and use of AI. We use AI Technologies throughout…
New disclosure of OBBBA tax law changes effective fiscal 2025-2026, including R&D expensing restoration and international tax framework modifications, materially affecting future tax rates.
Tax, Regulatory and Litigation Risks Our results could be adversely affected by an increase in our effective tax rate as a result of U.S. and foreign tax law changes, outcomes of current or future…
Cadence issued a press release on July 27, 2026 announcing Q2 2026 financial results, including revenue of $1.584 billion (24% YoY growth), GAAP operating margin of 28.4%, and GAAP diluted EPS of $1.33. The company also raised its full-year 2026 outlook to 19% revenue growth and non-GAAP EPS of $8.10. This is a standard quarterly earnings disclosure filed under Item 2.02, with the press release attached as Exhibit 99.01.
View raw filing on EDGAR →