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 |
|---|---|---|---|---|---|
| Woods Isaac | Vice President and Treasurer | 2026-09-08 | Open-market sell 10b5-1 | 44 | $19K |
| Woods Isaac | Vice President and Treasurer | 2026-09-08 | Open-market sell 10b5-1 | 110 | $48K |
| Woods Isaac | Vice President and Treasurer | 2026-09-05 | Option exercise 10b5-1 | 325 | $0 |
| Bulho Matheus De A G Viera | SVP Software and Control | 2026-09-02 | Open-market sell 10b5-1 | 400 | $168K |
| Bulho Matheus De A G Viera | SVP Software and Control | 2026-08-31 | Open-market sell 10b5-1 | 467 | $199K |
| Watson Patricia A | Director | 2026-08-27 | Open-market sell | 1100 | $475K |
| Rothe Christian E | Sr. VP and CFO | 2026-08-20 | Open-market sell 10b5-1 | 590 | $256K |
| Rothe Christian E | Sr. VP and CFO | 2026-08-19 | Option exercise 10b5-1 | 1257 | $0 |
| Riesterer Terry L. | Vice President and Controller | 2026-07-16 | Option exercise 10b5-1 | 849 | $0 |
| Riesterer Terry L. | Vice President and Controller | 2026-07-16 | Open-market sell 10b5-1 | 281 | $127K |
| Fordenwalt Matthew W. | SVP Lifecycle Services | 2026-06-04 | Open-market sell 10b5-1 | 377 | $174K |
| Fordenwalt Matthew W. | SVP Lifecycle Services | 2026-06-02 | Open-market sell 10b5-1 | 218 | $99K |
| Fordenwalt Matthew W. | SVP Lifecycle Services | 2026-06-01 | Option exercise 10b5-1 | 595 | $0 |
| MILLER JOHN M | VP and Chief IP Counsel | 2026-05-20 | Option exercise 10b5-1 | 700 | $95K |
| MILLER JOHN M | VP and Chief IP Counsel | 2026-05-20 | Open-market sell 10b5-1 | 700 | $298K |
| MILLER JOHN M | VP and Chief IP Counsel | 2026-05-20 | Open-market sell 10b5-1 | 354 | $151K |
| Riesterer Terry L. | Vice President and Controller | 2026-05-08 | Option exercise | 500 | $98K |
| Riesterer Terry L. | Vice President and Controller | 2026-05-08 | Option exercise | 400 | $99K |
| Riesterer Terry L. | Vice President and Controller | 2026-05-07 | Option exercise | 900 | $222K |
| Riesterer Terry L. | Vice President and Controller | 2026-05-07 | Option exercise | 1246 | $324K |
Fiscal period ending 2025-09-30 versus 2024-09-30 — view filing on EDGAR →
Two significant new risk disclosures — tariff/trade policy exposure and a $2B+ capital investment commitment — materially expand the company's cost and execution risk profile. The capital plan introduces quantified downside across implementation, cost overruns, and return uncertainty, while tariff exposure threatens supply chain economics with limited ability to offset. Together they represent a real but contained worsening, concentrated in macro cost pressures and strategic execution.
1 company-specific · 1 common-mode
New disclosure of $2B+ capital investment plan with explicit risks: implementation delays, cost overruns, integration challenges, and uncertain returns. Material strategic commitment with quantified exposure.
Strategic Transactions and Investments Risks Significant investments in the business may not achieve intended returns and could adversely affect our financial performance. We plan to invest over $2…
New disclosure of material tariff and trade policy risk affecting cost structure, supply chain, and profitability with limited mitigation ability.
Our profitability and market competitiveness may be adversely impacted by changes in trade policies, including tariffs or other factors. Changes in trade policies, including the imposition of new…
This is a standard quarterly earnings release for Q3 fiscal 2026 (quarter ended June 30, 2026) filed under Item 2.02. The press release discloses reported sales of $2,313 million (up 8% YoY), diluted EPS of $3.65 (up 40% YoY), and updated full-year fiscal 2026 guidance ranges for both reported sales growth and EPS. The filing explicitly states the press release is "announcing its financial results for the quarter ended June 30, 2026" and is furnished as Exhibit 99.
View raw filing on EDGAR →