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 |
|---|---|---|---|---|---|
| Rutledge Napoleon B JR | SVP, Controller & CAO | 2026-09-08 | Open-market sell 10b5-1 | 111 | $99K |
| Lerman Bradley E | Director | 2026-08-10 | Open-market sell | 301 | $269K |
| Caruso Dominic J | Director | 2026-07-22 | Grant/award | 277 | $225K |
| Martinez Maria | Director | 2026-07-22 | Grant/award | 277 | $225K |
| Wilson-Thompson Kathleen | Director | 2026-07-22 | Grant/award | 277 | $225K |
| TYLER BRIAN S. | Chief Executive Officer, Director | 2026-07-07 | Open-market sell 10b5-1 | 8463 | $6.7M |
| TYLER BRIAN S. | Chief Executive Officer, Director | 2026-06-17 | Open-market sell 10b5-1 | 8463 | $6.6M |
| TYLER BRIAN S. | Chief Executive Officer, Director | 2026-06-09 | Open-market sell 10b5-1 | 4929 | $3.8M |
| Rutledge Napoleon B JR | SVP, Controller & CAO | 2026-06-05 | Open-market sell 10b5-1 | 133 | $102K |
| Rodgers Thomas L | EVP, Chief Strategy & BDO | 2026-06-02 | Open-market sell 10b5-1 | 699 | $514K |
| Rodgers Thomas L | EVP, Chief Strategy & BDO | 2026-06-01 | Open-market sell 10b5-1 | 123 | $90K |
| Smith LeAnn B | EVP & Chief HR Officer | 2026-06-01 | Open-market sell 10b5-1 | 1810 | $1.3M |
| Lau Michele | EVP and Chief Legal Officer | 2026-05-26 | Open-market sell 10b5-1 | 3550 | $2.7M |
| Rodgers Thomas L | EVP, Chief Strategy & BDO | 2026-05-26 | Open-market sell 10b5-1 | 2388 | $1.8M |
| Fraga Francisco | EVP, CIO and CTO | 2026-05-23 | Option exercise | 136 | $0 |
| Fraga Francisco | EVP, CIO and CTO | 2026-05-23 | Tax withholding | 54 | $41K |
| Rodgers Thomas L | EVP, Chief Strategy & BDO | 2026-05-23 | Option exercise 10b5-1 | 594 | $0 |
| Rodgers Thomas L | EVP, Chief Strategy & BDO | 2026-05-23 | Tax withholding 10b5-1 | 234 | $179K |
| Rutledge Napoleon B JR | SVP, Controller & CAO | 2026-05-23 | Option exercise | 136 | $0 |
| Rutledge Napoleon B JR | SVP, Controller & CAO | 2026-05-23 | Tax withholding | 41 | $31K |
Fiscal period ending 2026-03-31 versus 2025-03-31 — view filing on EDGAR →
Regulatory and technology risks both ticked up, but neither crosses a severity threshold that materially alters the overall risk profile. Opioid-related financial exposure is now explicitly quantified at the state level, converting a generic compliance note into a concrete cost item. AI regulatory risk has been meaningfully expanded to capture a fragmented, fast-moving legal landscape with direct enforcement and liability consequences.
1 company-specific · 1 common-mode
New specific disclosure of opioid distribution costs and state-level taxes/assessments on controlled substances. Escalates from generic regulatory risk to concrete financial exposure.
Table of Contents Item 1A Index McKESSON CORPORATION We are subject to extensive, complex, challenging, and frequently changing healthcare, environmental, and other laws, and may experience increased…
Escalated AI risk disclosure: added "rapidly developing and potentially divergent AI laws and guidance," expanded enforcement consequences to include "investigations" and "liability," and broadened third-party exposure language.
Privacy, cybersecurity, data protection, and AI laws and guidance increase our compliance burden and expose us to risks. As described in “Government Regulation” in Item 1 of Part I above, we are…
McKesson Corporation disclosed preliminary financial results for the quarter ended June 30, 2026 (fiscal 2027 first quarter) via Item 2.02, with consolidated revenues of $105.4 billion (8% increase), adjusted EPS of $9.93 (20% increase), and raised full-year adjusted EPS guidance to $44.20–$45.00. The filing includes a complete earnings press release as Exhibit 99.1 with segment results, business highlights, and forward guidance, which is the hallmark of an earnings_release disclosure.
View raw filing on EDGAR →This is a clear disclosure of shareholder vote results from McKesson's July 22, 2026 Annual Meeting of Shareholders, covering three items: election of 11 directors, ratification of Deloitte & Touche LLP as independent auditor, and advisory approval of named executive officer compensation. The filing presents final vote tallies (votes for, against, abstentions, and broker non-votes) for each matter, which is the hallmark of Item 5.07 shareholder vote results disclosures.
View raw filing on EDGAR →Thomas L. Rodgers, Executive Vice President and Chief Strategy and Business Development Officer, gave notice of his intention to retire effective August 1, 2026.
View raw filing on EDGAR →Ramesh Srinivasan was appointed to the executive officer position of Executive Vice President, Chief Strategy Officer, effective August 1, 2026.
View raw filing on EDGAR →McKesson entered into an amendment to its Credit Agreement on June 9, 2026, adding a $2.25 billion senior secured Term B Loan Facility due 2032. This material financing arrangement affects the company's capital structure and leverage profile but does not constitute a traditional M&A transaction.
View raw filing on EDGAR →