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 |
|---|---|---|---|---|---|
| Carroll John A. | VP & Chief Accounting Officer | 2026-09-04 | Open-market sell | 1365 | $300K |
| Stith Kimberly G. | SVP - Chief HR Officer | 2026-09-03 | Tax withholding | 356 | $78K |
| Carroll John A. | VP & Chief Accounting Officer | 2026-08-28 | Gift | 4874 | $0 |
| Carroll John A. | VP & Chief Accounting Officer | 2026-08-28 | Gift | 4874 | $0 |
| Reed David L. | EVP & CFO | 2026-08-07 | Gift | 5357 | $0 |
| Reed David L. | EVP & CFO | 2026-08-07 | Gift | 5357 | $0 |
| Carrasco Rafael | SVP of Enterprise Strategy | 2026-06-05 | Option exercise | 2655 | $335K |
| Carrasco Rafael | SVP of Enterprise Strategy | 2026-06-05 | Open-market sell | 2655 | $585K |
| Dalby Marcel | SVP Bus Optimiz & Collection | 2026-05-20 | Grant/award | 2257 | $0 |
| Hemmer Tara J. | EVP & Chief Operating Officer | 2026-05-20 | Grant/award | 2544 | $0 |
| Morris John J | President | 2026-05-20 | Tax withholding | 566 | $125K |
| Bene Thomas | Director | 2026-05-15 | Grant/award | 861 | $190K |
| Chinn Bruce E. | Director | 2026-05-15 | Grant/award | 861 | $190K |
| Gluski Andres | Director | 2026-05-15 | Grant/award | 861 | $190K |
| HOLT VICTORIA M | Director | 2026-05-15 | Grant/award | 861 | $190K |
| MAZZARELLA KATHLEEN M | Director | 2026-05-15 | Grant/award | 1314 | $290K |
| MENKE SEAN E | Director | 2026-05-15 | Grant/award | 861 | $190K |
| PLUMMER WILLIAM B | Director | 2026-05-15 | Grant/award | 861 | $190K |
| Sylvester Maryrose | Director | 2026-05-15 | Grant/award | 861 | $190K |
| Varkey Johnson | SVP-Chief Information Officer | 2026-04-04 | Tax withholding | 192 | $45K |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Regulatory, macro, and integration risks have broadened materially, with confirmed adverse RFS volume cuts, a realized $166M commodity revenue headwind, and escalating Stericycle integration exposure now spanning synergy delivery, internal controls, and a 60,000+ employee compliance perimeter. The FCPA settlement wind-down provides the only meaningful offset in an otherwise deteriorating risk picture. Macro headwinds — tariffs, municipal bond refinancing, interest rate repricing, and customer retreat from sustainability premiums — add further pressure across multiple cash-flow dimensions.
8 company-specific · 1 eased/removed
New disclosure of multiemployer pension plan withdrawal risk with potential material adverse effect on cash flows and operations.
Increases in our labor costs as a result of unions organizing, Multiemployer Pension Plan withdrawals, changes in regulations related to labor unions or increases in minimum wages, could adversely…
Added material new risks: tariffs/trade impacts, customer shift away from sustainability premiums, municipal bond refinancing exposure ($1.8B), and interest rate repricing risk on tax-exempt debt.
General economic conditions and consumer trends can directly and adversely affect revenues for our services, our income from operations margins and our overall financial results. Our business is…
Prior year was speculative about potential administration actions; current year confirms actual adverse regulatory changes: retroactive 2024 volume cuts, proposed 2025 reductions, low 2026-2027 targets, and increased exemptions already granted.
Changes to federal and state renewable fuel policies could affect the financial performance of our Renewable Energy segment. The primary drivers of value for renewable fuel produced at our landfills…
Revised language explicitly adds customer loss risk, delayed revenue growth, and billing/service issues as material impediments to synergy realization, escalating integration risk.
We may not realize the strategic benefits, revenue and earnings growth, or cost synergies anticipated from the Stericycle acquisition. The acquired Stericycle business, which is now presented as our…
Added explicit regulatory compliance risk for employment laws and wage/hour regulations affecting 60,000+ employees across multiple jurisdictions, escalating the risk profile.
If we are unable to attract, hire, develop and retain key team members and a high-quality workforce, and comply with applicable employment regulations, it could result in business and strategic…
Commodity price decline in 2025 ($166M revenue decrease) demonstrates realized negative impact. Removal of trade policy language suggests shift from forward-looking concern to actual headwind.
Our revenues, earnings and cash flows fluctuate based on changes in commodity prices and demand and may fluctuate substantially without notice in the future. Prices and demand for recyclables…
New specific disclosure of phone/text/email marketing compliance focus and expanded cybersecurity regulatory requirements escalate the risk profile materially.
Increasing regulatory focus on privacy and data protection issues and expanding laws could negatively impact our business, subject us to criticism and expose us to increased liability. The…
Removal of one-year exclusion deadline for Stericycle from internal control assessment escalates integration risk and timeline pressure materially.
Failure to maintain an effective system of internal control over financial reporting, due to technology issues, difficulties integrating Stericycle’s operations and systems, or otherwise, could…
Removal of FCPA/anti-corruption risk disclosure with specific settlement obligations (independent monitor, self-reporting through Nov 2025) signals material easing of a previously serious regulatory compliance risk.
We could be subject to significant fines and penalties, and our reputation could be adversely affected, if we or third parties with whom we have a relationship fail to comply with U.S. or foreign…
John J. Morris, Jr. was appointed President and Chief Executive Officer effective January 4, 2027, and elected to the Board of Directors, succeeding James C. Fish, Jr. who is retiring from the CEO role and resigning from the Board.
View raw filing on EDGAR →This is a clear earnings release disclosing Waste Management's second quarter 2026 financial results. The Item 2.02 disclosure explicitly states the Company "issued a press release today announcing its financial results for the second quarter of 2026," with the press release attached as Exhibit 99.1. The exhibit contains detailed quarterly financial statements (revenue of $6.684 billion, operating EBITDA of $2.030 billion, diluted EPS of $1.95), segment performance, and full-year 2026 guidance, all hallmarks of a quarterly earnings announcement.
View raw filing on EDGAR →