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 |
|---|---|---|---|---|---|
| Lee Damon J. | Chief Financial Officer | 2026-07-08 | Tax withholding | 4698 | $897K |
| Bozeman David P | President & CEO, Director | 2026-06-26 | Tax withholding | 11693 | $2.1M |
| RAJAN ARUN | Chief Strat & Innov Officer | 2026-05-29 | Grant/award | 8714 | $0 |
| Capers Dorothy Trefon | Chief Legal Officer | 2026-05-05 | Tax withholding | 1204 | $194K |
| Castagnetto Michael D. | Pres, NAST | 2026-02-17 | Tax withholding | 3009 | $530K |
| Freeman Angela K. | CHRO and ESG Officer | 2026-02-17 | Tax withholding | 6787 | $1.2M |
| RAJAN ARUN | Chief Strat & Innov Officer | 2026-02-17 | Tax withholding | 9030 | $1.6M |
| Short Michael John | President, Global Forwarding | 2026-02-17 | Tax withholding | 7803 | $1.4M |
| Bozeman David P | President & CEO, Director | 2026-02-12 | Open-market buy | 1223 | $200K |
| Castagnetto Michael D. | Pres, NAST | 2026-02-12 | Open-market buy | 594 | $100K |
| Lee Damon J. | Chief Financial Officer | 2026-02-12 | Open-market buy | 620 | $101K |
| RAJAN ARUN | Chief Strat & Innov Officer | 2026-02-12 | Open-market buy | 605 | $101K |
| Freeman Angela K. | CHRO and ESG Officer | 2026-02-09 | Tax withholding | 5926 | $1.2M |
| Freeman Angela K. | CHRO and ESG Officer | 2026-02-09 | Open-market sell | 8579 | $1.7M |
| Short Michael John | President, Global Forwarding | 2026-02-09 | Tax withholding 10b5-1 | 3787 | $760K |
| Short Michael John | President, Global Forwarding | 2026-02-09 | Open-market sell 10b5-1 | 6368 | $1.3M |
| Bozeman David P | President & CEO, Director | 2026-02-04 | Grant/award | 20740 | $0 |
| Bozeman David P | President & CEO, Director | 2026-02-04 | Grant/award | 31201 | $0 |
| Bozeman David P | President & CEO, Director | 2026-02-04 | Tax withholding | 13564 | $2.7M |
| Capers Dorothy Trefon | Chief Legal Officer | 2026-02-04 | Grant/award | 3480 | $0 |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Competitive and macro pressures have materially escalated, with tariff impacts already producing realized Q2 volume declines in Global Forwarding and insurance coverage meaningfully weakened. Customer concentration has jumped sharply — top-100 revenue share up from 34% to 40% — amplifying vulnerability to churn, while new AI/digital competition disclosures signal a broadening threat to the core business model. The combination of realized tariff disruption, higher customer concentration, and reduced insurance protection represents a substantive deterioration across multiple risk dimensions.
3 company-specific · 1 common-mode
New specific disclosure of 2025 U.S. tariff impacts on Global Forwarding business, including actual Q2 volume declines and operational disruptions. Escalates from generic tariff risk to realized material business impact.
Our international operations subject us to operational, financial, and data privacy risks. We provide services within and between foreign countries on an increasing basis. Our business outside of the…
Top 100 customers' revenue concentration increased from 34% to 40%, indicating heightened customer concentration risk and greater vulnerability to customer loss.
We derive a significant portion of our total revenues and adjusted gross profits from our largest customers. During 2025 , our top 100 customers based on total revenue comprised approximately 40…
Railroad cargo liability reduced from $250K to $100K-$250K floor; umbrella insurance structure replaced with lower specific limits and higher deductibles, materially weakening coverage.
We are subject to claims arising from our transportation operations. We use the services of thousands of third-party transportation companies in connection with our transportation operations. From…
Newly disclosed risk: technological disruption, AI/automation adoption, and digital platform competition. Escalates competitive threat from operational efficiency and cost pressures.
We face substantial industry competition, including impacts from technological disruption and automation adoption. We operate in an intensely competitive transportation and logistics industry, facing…
This is a clear earnings release for C.H. Robinson's second quarter ended June 30, 2026. The Item 2.02 disclosure furnishes the company's announcement of financial results with detailed quarterly and year-to-date comparisons, segment performance, and forward guidance. The exhibits include the earnings release text and conference call slides, which are standard for quarterly earnings disclosures.
View raw filing on EDGAR →A jury issued an advisory verdict awarding $604 million in compensatory damages against C.H. Robinson in a trucking accident lawsuit. This is a material litigation event involving a substantial financial exposure that would affect a reasonable investor's assessment of the company's financial condition and contingent liabilities, even though the verdict remains subject to post-trial proceedings and appeal.
View raw filing on EDGAR →The disclosure centers on approval of a special equity award for Arun Rajan, Chief Strategy and Innovation Officer, consisting of $6 million in performance stock units and $1.5 million in restricted stock units with detailed vesting conditions tied to strategic milestones and financial performance. This is a compensatory arrangement for a named executive officer disclosed under Item 5.02(e), not a departure or appointment.
View raw filing on EDGAR →