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 |
|---|---|---|---|---|---|
| Lampo Craig A | EVP& CFO | 2026-08-06 | Gift | 54547 | $0 |
| Silverman David M | EVP, Human Resources | 2026-08-05 | Option exercise | 120000 | $2.6M |
| Silverman David M | EVP, Human Resources | 2026-08-05 | Open-market sell | 120000 | $20.9M |
| Lampo Craig A | EVP& CFO | 2026-08-04 | Option exercise | 193200 | $4.3M |
| Lampo Craig A | EVP& CFO | 2026-08-04 | Open-market sell | 193200 | $32.3M |
| D'AMICO LANCE E | EVP, Secretary & GenCounsel | 2026-08-03 | Option exercise | 50000 | $1.1M |
| D'AMICO LANCE E | EVP, Secretary & GenCounsel | 2026-08-03 | Open-market sell | 50000 | $8.1M |
| D'AMICO LANCE E | EVP, Secretary & GenCounsel | 2026-08-03 | Option exercise | 40000 | $895K |
| D'AMICO LANCE E | EVP, Secretary & GenCounsel | 2026-08-03 | Open-market sell | 40000 | $6.5M |
| D'AMICO LANCE E | EVP, Secretary & GenCounsel | 2026-08-03 | Option exercise | 10000 | $226K |
| D'AMICO LANCE E | EVP, Secretary & GenCounsel | 2026-08-03 | Open-market sell | 10000 | $1.6M |
| NORWITT RICHARD ADAM | President & CEO, Director | 2026-07-31 | Option exercise | 500000 | $11.2M |
| NORWITT RICHARD ADAM | President & CEO, Director | 2026-07-31 | Open-market sell | 500000 | $80.8M |
| NORWITT RICHARD ADAM | President & CEO, Director | 2026-07-31 | Option exercise | 186104 | $4.2M |
| NORWITT RICHARD ADAM | President & CEO, Director | 2026-07-31 | Open-market sell | 186104 | $30.2M |
| Altobello Nancy A. | Director | 2026-05-22 | Grant/award | 1552 | $0 |
| Falck David P | Director | 2026-05-22 | Grant/award | 1552 | $0 |
| Lamba Sanjiv | Director | 2026-05-22 | Grant/award | 1552 | $0 |
| Lane Rita S. | Director | 2026-05-22 | Grant/award | 1552 | $0 |
| Livingston Robert | Director | 2026-05-22 | Grant/award | 1552 | $0 |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Capital concentration in China has surged — long-lived assets there rose from 29% to 37% of the total — deepening exposure to tariff and trade disruption precisely as geopolitical risk escalates. Supply chain vulnerability widened with the acknowledgment that single-source alternatives may not exist, and a newly disclosed third-party cloud/security-provider risk introduces an operational disruption vector entirely outside the company's direct control. All three changes move in the same direction, with no offsetting easing.
1 company-specific · 2 common-mode
China exposure increased from 22% to 16% of sales but long-lived assets in China jumped from 29% to 37%, signaling material capital concentration risk amid escalating tariffs and trade uncertainty.
The Company is exposed to political, economic, military and other risks related to operating in countries outside the United States, and changes in general economic conditions, geopolitical…
Added regulatory restrictions as cost/availability driver and expanded single-source supply risk to note alternative sources may not exist or meet production needs.
The Company and certain of its suppliers and customers have experienced, and may in the future experience, difficulties obtaining certain raw materials and components, and the cost of certain of the…
New explicit risk: third-party cloud/managed security provider incidents could "materially disrupt" operations even if internal systems uncompromised. Escalates third-party cyber risk.
Cybersecurity incidents affecting our information technology systems could disrupt business operations or cause the release of highly sensitive confidential or personal information, resulting in…
The filing discloses two capital-related events: (1) approval of a two-for-one stock split in the form of a stock dividend to be distributed September 2, 2026, and (2) approval of a third-quarter 2026 cash dividend of $0.25 per share (pre-split) payable October 14, 2026. While a stock split is technically a capital structure adjustment, it is presented here as a "stock dividend" distribution to shareholders. The filing emphasizes both the stock split/dividend and the cash dividend announcement, making dividend_distribution the most appropriate classification as it encompasses both distributions to shareholders. The stock split is material to investors as it affects share count and per-share metrics.
View raw filing on EDGAR →Amphenol issued a press release on July 29, 2026 disclosing financial results for the quarter and six months ended June 30, 2026, including record sales of $8.8 billion (up 55%), GAAP Diluted EPS of $1.37 (up 59%), and Adjusted Diluted EPS of $1.35 (up 67%). The press release is attached as Exhibit 99.1 and incorporated by reference, which is the standard format for earnings releases under Item 2.02.
View raw filing on EDGAR →This is a clear disclosure of shareholder voting results from Amphenol's annual meeting held on May 21, 2026. The filing reports the outcomes of three matters voted upon: election of eight directors, ratification of Deloitte & Touche LLP as independent auditors, and an advisory vote on named executive officer compensation. All three proposals passed with substantial majorities, and the detailed vote tallies (FOR, AGAINST, ABSTAIN, NON-VOTES) for each item are provided, which is the hallmark of Item 5.07 disclosure.
View raw filing on EDGAR →