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 |
|---|---|---|---|---|---|
| PEREZ DE LA MESA MANUEL J | Director | 2026-08-13 | Gift | 3963 | $0 |
| PEREZ DE LA MESA MANUEL J | Director | 2026-08-13 | Gift | 3963 | $0 |
| Saik Walker | Chief Accounting Officer | 2026-07-27 | Tax withholding | 22 | $4K |
| WHALEN DAVID G | Director | 2026-05-28 | L | 3 | $557 |
| PEREZ DE LA MESA MANUEL J | Director | 2026-05-13 | Open-market buy | 10000 | $1.8M |
| WHALEN DAVID G | Director | 2026-05-08 | Open-market buy | 525 | $100K |
| Hope James D | Director | 2026-05-07 | Open-market buy | 464 | $90K |
| PEREZ DE LA MESA MANUEL J | Director | 2026-05-07 | Open-market buy | 10000 | $1.9M |
| STOKELY JOHN E | Director | 2026-05-07 | Open-market buy | 1000 | $193K |
| Watwood John Bruce | President/CEO | 2026-05-04 | Grant/award | 4305 | $0 |
| Watwood John Bruce | President/CEO | 2026-05-04 | Grant/award | 8610 | $0 |
| GERVASI MARTHA S | Director | 2026-04-29 | Grant/award | 644 | $0 |
| Hope James D | Director | 2026-04-29 | Grant/award | 644 | $0 |
| Murphy Kevin Michael | Director | 2026-04-29 | Grant/award | 644 | $0 |
| OLER DEBRA SUE | Director | 2026-04-29 | Grant/award | 644 | $0 |
| POMPA MARK A | Director | 2026-04-29 | Grant/award | 1169 | $0 |
| STOKELY JOHN E | Director | 2026-04-29 | Grant/award | 644 | $0 |
| WHALEN DAVID G | Director | 2026-04-29 | Grant/award | 644 | $0 |
| PEREZ DE LA MESA MANUEL J | Director | 2026-04-07 | Gift | 90000 | $0 |
| PEREZ DE LA MESA MANUEL J | Director | 2026-04-07 | Gift | 90000 | $0 |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Risk exposure broadened materially across five distinct themes, with no offsetting easings. The most consequential additions are a cluster of new cybersecurity/AI disclosures escalating threat severity and compliance liability, compounded by new operational hazard risk (fire/explosion at chemical-handling facilities) and fresh macro exposures from tariffs and international operations. While no single change rises to existential or solvency level, the breadth and specificity of new disclosures signal a meaningfully more complex risk profile than the prior year.
1 company-specific · 7 common-mode
New disclosure of material operational hazards: fire, explosion, and casualty risks from chemical/fertilizer handling and storage at multiple facilities, with potential for significant uninsured losses.
We handle and store chemicals, fertilizers and other combustible materials that involve fire, safety and casualty risks. We handle and store chemicals and fertilizers, including certain combustibles…
Added substantial new disclosures on AI/ML cyber-attack sophistication, supply chain cyber risks, and specific attack vectors (phishing, deepfakes). Escalates threat severity and likelihood materially.
Risks Relating to Technology, Cybersecurity, Artificial Intelligence and Data Privacy We rely on information technology systems to support our business operations. A significant disruption, breach or…
New disclosure of material AI risks: reputational harm, legal/regulatory liability, operational failures, and compliance costs from evolving AI regulations globally.
We use AI in our business, which could result in reputational harm, competitive harm and legal liability, and adversely affect our business, results of operation and financial condition. As part of…
New disclosure of data breach, privacy compliance, and litigation risks. Cites material adverse impact, substantial penalties, and reputational damage from evolving regulations.
Failure to maintain the security of confidential information could damage our reputation and expose us to litigation. Additionally, changes in data privacy laws and our ability to comply with them…
New disclosure of material tariff and trade policy risk. Company sources products internationally and faces exposure to tariff increases, duty variability, and compliance complexity affecting costs and profitability.
Changes in import policy or trade relations, interruptions in our supply chain or increased commodity or supply chain costs could adversely affect our results of operations. Because we source certain…
New disclosure of material interest rate risk on variable-rate debt. Elevated rates could materially reduce profitability and cash flows despite partial hedging.
Financial Risks The cost of servicing our debt could reduce our profitability if interest rates increase or remain at elevated levels. Our unsecured syndicated senior credit facility, term facility…
Escalated language on weather risk severity: added "extreme heat" as new hazard, heightened drought impact (homeowner unwillingness), and shifted from "no material lasting impacts" to potential "more severe damage."
Risks Relating to Our Business and Industry We are susceptible to adverse weather conditions, which could intensify as a result of changing climate patterns. Given the nature of our business, weather…
New disclosure of international operations (7% of sales) and geopolitical risks including tariffs, trade restrictions, currency, and inflation impacts on European operations.
We conduct business internationally, which exposes us to additional risks. Our ability to successfully conduct operations in, and source products and materials from, international markets is affected…
Pool Corporation amended its receivables securitization facility, extending the termination date to August 25, 2028 and increasing the maximum facility limit to $400 million. This amendment creates or materially modifies a direct financial obligation and is material to investors assessing the company's liquidity and capital structure.
View raw filing on EDGAR →Pool Corporation's Board of Directors declared a quarterly cash dividend of $1.30 per share, payable August 27, 2026 to shareholders of record on August 13, 2026. This is a routine but material shareholder distribution that would affect investor assessment of capital allocation and shareholder returns.
View raw filing on EDGAR →Pool Corporation issued a press release on July 23, 2026 reporting second quarter 2026 financial results, including net sales of $1.8 billion (up 2%), operating income of $267.7 million (down 2%), and diluted EPS of $5.17, along with full-year 2026 earnings guidance of $10.66–$10.96 per diluted share (or $10.87–$11.17 excluding CEO transition costs).
View raw filing on EDGAR →