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 |
|---|---|---|---|---|---|
| Spencer Gerald Alfred | SVP & Chief Accounting Officer | 2026-09-08 | Open-market sell 10b5-1 | 1580 | $191K |
| Bentley Brad | Exec VP, Pres NRG Consumer | 2026-08-04 | Tax withholding | 1570 | $0 |
| Bentley Brad | Exec VP, Pres NRG Consumer | 2026-08-04 | Tax withholding | 3401 | $0 |
| Bentley Brad | Exec VP, Pres NRG Consumer | 2026-08-03 | Grant/award | 112 | $0 |
| Carrillo Antonio | Director | 2026-08-03 | Grant/award | 65 | $0 |
| Carter Matthew Jr | Director | 2026-08-03 | Grant/award | 149 | $0 |
| Chung Bruce | EVP & CFO | 2026-08-03 | Grant/award | 55 | $0 |
| Cox Heather | Director | 2026-08-03 | Grant/award | 68 | $0 |
| Curci Brian | Exec VP & General Counsel | 2026-08-03 | Grant/award | 44 | $0 |
| Donohue Elisabeth B | Director | 2026-08-03 | Grant/award | 81 | $0 |
| Gaudette Robert J | President & CEO, Director | 2026-08-03 | Grant/award | 53 | $0 |
| Kapoor Sanjay | Director | 2026-08-03 | Grant/award | 13 | $0 |
| Kinney Virginia | Exec VP, Chief Admin Officer | 2026-08-03 | Grant/award | 27 | $0 |
| Liyanearachchi Dak | Exec VP, Chief Technology Ofc. | 2026-08-03 | Grant/award | 24 | $0 |
| Pourbaix Alexander J | Director | 2026-08-03 | Grant/award | 44 | $0 |
| Pruner Alexandra | Director | 2026-08-03 | Grant/award | 112 | $0 |
| Spencer Gerald Alfred | SVP & Chief Accounting Officer | 2026-08-03 | Grant/award | 14 | $0 |
| ZLOTNIK MARCIE | Director | 2026-08-03 | Grant/award | 29 | $0 |
| Kinney Virginia | Exec VP, Chief Admin Officer | 2026-07-15 | Open-market sell 10b5-1 | 11145 | $1.6M |
| Kinney Virginia | Exec VP, Chief Admin Officer | 2026-06-15 | Open-market sell 10b5-1 | 20000 | $2.6M |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
A 13 GW acquisition anchors a broad risk escalation spanning integration, AI operational exposure, supply chain/tariff stress, and new tax law uncertainty. The macro easing is modest and offset by simultaneous inflation/affordability disclosures elsewhere, leaving the net picture meaningfully worse. No solvency or going-concern signals, but the worsening is substantive and multi-dimensional.
2 company-specific · 1 eased/removed · 3 common-mode
Material new risk: 13 GW acquisition significantly expands generation capacity and operational footprint. Integration complexity, management distraction, potential asset impairments, and revenue realization risks are substantive.
Risks Related to the Acquisition of the LSP Portfolio The integration of NRG and the LSP Portfolio may disrupt or have a negative impact on the Company’s business. The LSP Portfolio is comprised of…
Substantially expanded AI risk disclosure. Added specific risks: third-party vendor failures, IP infringement, data misappropriation, competitive disadvantage from AI adoption lag, model drift, and service outages. Escalates from emerging-tech concerns to material operational and competitive threats.
The Company’s use of, or failure to effectively adopt, AI systems in its operations, services and products poses operational, competitive, cybersecurity, legal and compliance risks that could…
Removal of explicit macro risk disclosure (inflation, wholesale price declines, demand impact) signals improved economic outlook or reduced perceived vulnerability to macroeconomic headwinds.
Adverse economic conditions could adversely affect NRG’s business, financial condition, results of operations and cash flows. Adverse economic conditions, including inflation, and declines in…
New disclosure of inflation and affordability risks threatening cost recovery, customer payment ability, and regulatory/reputational exposure across core businesses.
Inflation and customer affordability concerns may limit the Company’s ability to recover costs, constrain its pricing and reduce market demand for its products and services. The Company’s…
Added explicit disclosure of inflation, supply chain disruption, and tariff/trade policy risks exacerbating cost overruns; new TEF Loan default risk. Substantive escalation.
The Company may incur additional costs or delays in the development and construction of new generation projects and may not be able to recover its investments or complete the projects. NRG’s…
New specific tax law (One Big Beautiful Bill Act, July 2025) disclosed with uncertainty about future impact. Enhanced CAMT volatility language regarding Treasury regulations adds concrete risk.
Additions or changes in tax laws and regulations could potentially affect the Company’s financial results or liquidity. NRG is subject to various types of tax arising from normal business…
NRG Energy issued a press release on August 4, 2026 announcing financial results for the quarter ended June 30, 2026, disclosing GAAP Net Income of $506 million, GAAP EPS of $2.32, Adjusted EBITDA of $1,217 million, and reaffirming 2026 full-year guidance ranges. This is a standard quarterly earnings release filed under Item 2.02 and furnished as Exhibit 99.1, which is the typical disclosure mechanism for earnings announcements.
View raw filing on EDGAR →NRG Energy disclosed the results of PJM's capacity auction for the 2028-2029 delivery year, showing the company cleared 6,839 MW at $325 per MW-day. This is an operational/commercial milestone reflecting the company's capacity procurement success in a key regional market, but does not fit the specific categories of earnings release, M&A, debt issuance, or other named event types. The disclosure is material as it affects investor assessment of the company's revenue visibility and operational positioning in the PJM market.
View raw filing on EDGAR →The Board appointed Glenn Wright as an independent director effective May 26, 2026, and assigned him to the Finance and Risk Management Committee. Wright is a former Shell executive with relevant energy industry experience.
View raw filing on EDGAR →