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 |
|---|---|---|---|---|---|
| Gavinet Andres | Chief Accounting Officer | 2026-08-31 | Open-market sell | 10000 | $509K |
| Moglia Peter M | Chief Executive Officer | 2026-08-31 | Tax withholding | 1068 | $55K |
| MARCUS JOEL S | Executive Chairman, Director | 2026-08-17 | Open-market buy | 5000 | $231K |
| Moglia Peter M | Chief Executive Officer | 2026-07-31 | Tax withholding | 1068 | $55K |
| Cain James P | Director | 2026-07-15 | Grant/award | 144 | $0 |
| Hash Steve | Director | 2026-07-15 | Grant/award | 340 | $0 |
| KLEIN RICHARD HUNTER | Director | 2026-07-15 | Grant/award | 111 | $0 |
| McGrath Sheila K. | Director | 2026-07-15 | Grant/award | 128 | $0 |
| Woronoff Michael A | Director | 2026-07-15 | Grant/award | 415 | $0 |
| Moglia Peter M | Chief Executive Officer | 2026-06-30 | Tax withholding | 1068 | $56K |
| Woronoff Michael A | Director | 2026-06-30 | Grant/award | 804 | $0 |
| Binda Marc E | CFO & Treasurer | 2026-06-09 | Open-market sell 10b5-1 | 2000 | $108K |
| Moglia Peter M | Chief Executive Officer | 2026-05-29 | Tax withholding | 1067 | $53K |
| MARCUS JOEL S | Executive Chairman, Director | 2026-05-06 | Open-market buy | 3989 | $183K |
| MARCUS JOEL S | Executive Chairman, Director | 2026-05-06 | Open-market buy | 3511 | $164K |
| MARCUS JOEL S | Executive Chairman, Director | 2026-05-05 | Open-market buy | 2062 | $86K |
| MARCUS JOEL S | Executive Chairman, Director | 2026-05-05 | Open-market buy | 3832 | $164K |
| MARCUS JOEL S | Executive Chairman, Director | 2026-05-05 | Open-market buy | 1606 | $70K |
| MARCUS JOEL S | Executive Chairman, Director | 2026-05-04 | Open-market buy | 10000 | $410K |
| Moglia Peter M | Chief Executive Officer | 2026-04-30 | Tax withholding | 1069 | $43K |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
A 45% dividend cut signals acute financial stress, compounded by a sweeping new wave of macro and regulatory risks — FDA/NIH funding cuts, drug pricing regulation, Medicaid cuts, tariffs, and the OBBB Act — that directly threaten tenant operations and real estate demand across the portfolio. The risk picture has broadened materially across liquidity, regulatory, geopolitical, and technology themes simultaneously. A modest easing in joint-venture exit exposure is insufficient to offset the severity and breadth of deterioration.
5 company-specific · 1 eased/removed · 1 common-mode
Company disclosed a 45% dividend cut ($0.60 reduction per share) in Q4 2025, a material adverse change affecting shareholder returns and signaling financial stress.
Our distributions to stockholders may decline at any time. Our Board of Directors determines future distributions based on a number of factors, including, but not limited to: • The amount of net…
Newly disclosed material risks: FDA/NIH/CDC workforce cuts, NIH budget cuts/freeze, drug pricing regulation, Medicaid cuts, tariffs, government shutdown. Directly threaten tenant operations, R&D funding, capital availability, and real estate demand.
Changes to U.S. government funding, staffing, trade, policies, and other federal actions could adversely affect our business operations or those of our tenants and our venture investment portfolio…
New disclosure of enacted tax law (OBBB Act) with specific impacts on REIT operations, tenant finances, and government spending affecting tenant revenue. Material regulatory change.
Changes to the U.S. tax laws and implementation of new tax policies could have a significant negative impact on the overall economy, our tenants, and our business. On July 3, 2025, the U.S. House of…
Added specific 2025 healthcare policy actions creating "materially increased uncertainty" and new risk of government furloughs/shutdowns delaying approvals.
Actual and anticipated changes to the regulations of the healthcare system may have a negative impact on the pricing of drugs, the cost of healthcare coverage, and the reimbursement of healthcare…
New disclosure of AI/automated decision-making risks, class action litigation exposure from data sharing practices, and regulatory scrutiny of privacy statements. Materially expanded risk scope.
We and the third parties with whom we work are subject to evolving privacy and information security laws, regulations, policies, and contractual obligations related to data privacy and security.…
Noncontrolling interest balance decreased from $4.5B to $3.63B; joint ventures with exercisable rights reduced from 29 to 22; lockout periods shortened, reducing near-term partner exit risk.
We are subject to risks and liabilities in connection with properties owned through partnerships, limited liability companies, and joint ventures. Our organizational documents do not limit the amount…
New disclosure of tariff-driven material-cost volatility expected to intensify in 2026, escalating construction cost risk beyond prior inflation discussion.
Most of our costs, such as operating and general and administrative expenses, interest expense, and real estate acquisition and construction costs, are subject to inflation. As of December 31, 2025…
Alexandria Real Estate Equities entered into an underwriting agreement on August 12, 2026 to issue $1,000,000,000 aggregate principal amount of 7.250% Series A Fixed-to-Fixed Reset Rate Junior Subordinated Notes due 2057. This is a material creation of a new direct financial obligation through debt issuance, disclosed under Item 8.01 with supporting press release. The size ($1 billion), terms, and use of proceeds (debt reduction, working capital, property acquisition) make this material to investors.
View raw filing on EDGAR →The filing discloses Alexandria Real Estate Equities' second quarter 2026 financial and operating results through a press release dated August 3, 2026, with supplemental information including consolidated statements of operations, balance sheets, and detailed operating metrics. This is a standard quarterly earnings disclosure under Item 2.02, with the press release and supporting exhibits providing comprehensive financial results and guidance.
View raw filing on EDGAR →Alexandria Real Estate Equities entered into a Fourth Amended Credit Agreement providing a $5 billion unsecured senior revolving credit facility with an accordion option for an additional $1 billion, replacing the existing credit agreement and extending the maturity to January 2032.
View raw filing on EDGAR →