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 |
|---|---|---|---|---|---|
| COHEN GLENN GARY | Exec VP, CFO | 2026-02-19 | Grant/award | 31770 | $0 |
| COVIELLO PHILIP E JR | Director | 2026-02-19 | Grant/award | 7720 | $0 |
| Cooper Ross | President, Director | 2026-02-19 | Grant/award | 31770 | $0 |
| LOURENSO FRANK | Director | 2026-02-19 | Grant/award | 7720 | $0 |
| Lashine Nancy | Director | 2026-02-19 | Grant/award | 7720 | $0 |
| Moniz Henry | Director | 2026-02-19 | Grant/award | 7720 | $0 |
| Richardson Valerie | Director | 2026-02-19 | Grant/award | 7720 | $0 |
| LOURENSO FRANK | Director | 2026-02-17 | Open-market sell | 8594 | $199K |
| COHEN GLENN GARY | Exec VP, CFO | 2026-02-13 | Tax withholding | 14810 | $331K |
| Cooper Ross | President, Director | 2026-02-13 | Tax withholding | 14810 | $331K |
| Flynn Conor C | Chief Executive Officer, Director | 2026-02-13 | Tax withholding | 47932 | $1.1M |
| Jamieson David | Chief Operating Officer, Director | 2026-02-13 | Tax withholding | 11510 | $257K |
| WESTBROOK PAUL | VP, Chief Accounting Officer | 2026-02-13 | Tax withholding | 1957 | $44K |
| COVIELLO PHILIP E JR | Director | 2026-01-01 | Gift | 40123 | $0 |
| Preusse Mary Hogan | Director | 2025-09-29 | Open-market sell | 23100 | $500K |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Two new disclosures modestly widen the risk profile: adoption of the CECL model introduces earlier credit loss recognition and greater provision volatility, while the December 31, 2025 expiration of the prohibited transaction safe harbor creates a discrete post-2025 tax compliance overhang. Neither risk is existential, but together they add incremental earnings and regulatory uncertainty that warrant monitoring.
1 company-specific · 1 common-mode
Added disclosure of December 31, 2025 expiration of prohibited transaction safe harbor, creating new tax uncertainty and potential compliance risk post-2025.
The tax imposed on REITs engaging in “prohibited transactions” may limit our ability to engage in transactions which would be treated as sales for U.S. federal income tax purposes. A REIT's net…
New disclosure of CECL accounting model impact: requires earlier credit loss recognition, larger allowances, and increased provision volatility—substantive change in financial reporting and potential earnings impact.
We may not be able to recover our investments in mortgage and other financing receivables or other investments, which may result in significant losses to us. Our investments in mortgage and other…
Kimco Realty issued a press release on August 4, 2026 announcing its financial results for the quarter ended June 30, 2026, disclosing net income of $0.22 per diluted share, FFO of $0.46 per diluted share, and raising its 2026 full-year outlook. The filing explicitly states this is Item 2.02 (Results of Operations and Financial Condition) with the press release furnished as Exhibit 99.1, which is the standard format for quarterly earnings releases.
View raw filing on EDGAR →Kimco Realty issued $600 million in 3.50% Exchangeable Senior Notes due 2031 (with an additional $75 million option exercised, totaling $675 million) under Section 4(a)(2) and Rule 144A, with up to 23.6 million shares of common stock potentially issuable upon exchange. The exchangeable feature, substantial dilutive potential, and capital-raising nature of this unregistered transaction are material to investors' assessment of ownership dilution and the company's financing activities.
View raw filing on EDGAR →The filing discloses a private offering of Exchangeable Senior Notes due 2031 priced at 3.50%, issued to qualified institutional buyers under Rule 144A. Exchangeable notes are convertible into the company's common stock, making this a dilutive issuance. The pricing announcement on June 11, 2026 represents a material capital-raising event that would affect investor assessment of share dilution and the company's financing strategy.
View raw filing on EDGAR →