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 |
|---|---|---|---|---|---|
| KUEBLER CHRISTOPHER A | Director | 2026-08-06 | Option exercise | 3626 | $495K |
| KUEBLER CHRISTOPHER A | Director | 2026-08-06 | Open-market sell | 3626 | $1.4M |
| Jiang Wei | Director | 2026-06-30 | Grant/award | 67 | $0 |
| Knight Heather | Director | 2026-06-30 | Grant/award | 63 | $0 |
| Carpio Robert L III | SVP Waters Analytical Sciences | 2026-06-24 | Tax withholding | 189 | $70K |
| Chaubal Amol | SVP & Chief Financial Officer | 2026-05-12 | Tax withholding | 239 | $84K |
| Bennett Jianqing | SVP Waters Adv. Diagnostics | 2026-04-06 | Tax withholding | 302 | $92K |
| Jiang Wei | Director | 2026-03-31 | Grant/award | 64 | $0 |
| Knight Heather | Director | 2026-03-31 | Grant/award | 68 | $0 |
| Jiang Wei | Director | 2026-03-16 | Open-market buy | 500 | $145K |
| FEARON RICHARD H | Director | 2026-03-06 | Open-market buy | 1000 | $306K |
| Batra Udit | President and CEO, Director | 2026-03-02 | Tax withholding | 3417 | $1.0M |
| Bennett Jianqing | SVP Waters Adv. Diagnostics | 2026-03-02 | Tax withholding | 410 | $126K |
| Chaubal Amol | SVP & Chief Financial Officer | 2026-03-02 | Tax withholding | 709 | $218K |
| BADDOUR LINDA | Director | 2026-02-25 | Grant/award | 23 | $0 |
| Batra Udit | President and CEO, Director | 2026-02-25 | Grant/award | 5165 | $0 |
| Bennett Jianqing | SVP Waters Adv. Diagnostics | 2026-02-25 | Grant/award | 986 | $0 |
| Brennan Daniel J. | Director | 2026-02-25 | Grant/award | 23 | $0 |
| Carpio Robert L III | SVP Waters Analytical Sciences | 2026-02-25 | Grant/award | 997 | $0 |
| Chaubal Amol | SVP & Chief Financial Officer | 2026-02-25 | Grant/award | 1455 | $0 |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
The BDS Business acquisition — a post-year-end close carrying ~$4B in assumed debt, covenant restrictions, and unproven synergy realization — is the dominant new risk and materially worsens the credit and operational profile. Partially offsetting, the company dropped detailed cybersecurity and China/geopolitical disclosures, though those removals more likely reflect disclosure reorganization than resolved underlying exposures. On balance, the leverage and integration burden from the acquisition outweighs the apparent easing.
2 company-specific · 2 eased/removed
New material acquisition with substantial debt assumption, integration risk, restructuring costs, and operational constraints. Reasonable investors would act on these risks.
Item 1A: Risk Factors Risk Factor Summary Risks Related to the BDS Business Acquisition • The Company’s failure to successfully integrate the BDS Business within the expected timeline could…
Major acquisition (BDS Business) completed post-year-end, introducing substantial integration risks, $4B debt assumption, covenant restrictions, and synergy realization uncertainty.
Table of Contents Risks Related to Compliance, Regulatory or Legal Matters • Changes in governmental regulations and compliance failures could harm the Company’s business. • The Company may be…
Detailed cybersecurity risk disclosure removed entirely. Prior year extensively described threats, mitigation measures, and potential impacts. Current year omits cybersecurity risks entirely, representing material de-emphasis of previously disclosed threat.
Risks Related to our Business • The Company’s financial results will be subject to changes in customer demand, which may decrease for a number of reasons, many beyond the Company’s control. •…
Removal of detailed China/geopolitical risk disclosure including 30% sales decline, tariff impacts, and 2% workforce reduction suggests company no longer views these as material going-forward risks.
Item 1A: Risk Factors The Company is subject to risks and uncertainties, including, but not limited to, the following: RISKS RELATED TO MACROECONOMIC CONDITIONS The Company’s international…
Waters Corporation announced its Q2 2026 financial results on August 4, 2026, with total reported revenue of $1.645 billion, organic revenue growth of 7% as reported and 9% in constant currency, and adjusted EPS of $3.05. The company also raised full-year 2026 guidance across all components, including organic constant currency revenue growth of 7-9% and adjusted EPS of $14.45-$14.65 (10-12% growth). This is a standard quarterly earnings release with press release furnished as Exhibit 99.1, typical of Item 2.02 disclosures.
View raw filing on EDGAR →This Item 5.07 filing discloses the final results of Waters Corporation's annual meeting of stockholders held on May 21, 2026, including voting outcomes on three proposals: election of 11 directors (all re-elected), ratification of PricewaterhouseCoopers LLP as independent auditor (approved), and a non-binding advisory vote on named executive officer compensation (adopted). The detailed vote tallies and passage of all matters are the core disclosure required by Item 5.07.
View raw filing on EDGAR →