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 |
|---|---|---|---|---|---|
| Moghadam Hamid | Director | 2026-07-16 | Open-market sell 10b5-1 | 50000 | $7.5M |
| Arndt Timothy D | Chief Financial Officer | 2026-06-15 | Open-market sell 10b5-1 | 3597 | $540K |
| Connor James B. | Director | 2026-04-28 | Option exercise | 1984 | $0 |
| KENNARD LYDIA H | Director | 2026-04-28 | Option exercise | 1984 | $0 |
| LYONS IRVING F III | Director | 2026-04-28 | C | 43825 | $6.2M |
| Modjtabai Avid | Director | 2026-04-28 | Option exercise | 1984 | $0 |
| Piani Olivier | Director | 2026-04-28 | Grant/award | 1984 | $0 |
| Piani Olivier | Director | 2026-04-28 | Tax withholding | 595 | $84K |
| Moghadam Hamid | Director | 2026-03-26 | Gift | 1019089 | $0 |
| Moghadam Hamid | Director | 2026-03-26 | Gift | 1019089 | $0 |
| Slusser Sarah A | Director | 2026-01-28 | Open-market sell | 10 | $1K |
| FOTIADES GEORGE L | Director | 2025-12-09 | Gift | 1824 | $0 |
| BITA CRISTINA GABRIELA | Director | 2025-12-01 | Open-market sell 10b5-1 | 621 | $79K |
| BITA CRISTINA GABRIELA | Director | 2025-11-03 | Open-market sell 10b5-1 | 500 | $62K |
| Connor James B. | Director | 2025-10-24 | Open-market sell | 80000 | $10.1M |
| Connor James B. | Director | 2025-10-23 | J | 80000 | $0 |
| Slusser Sarah A | Director | 2025-10-09 | Open-market sell | 42 | $5K |
| Slusser Sarah A | Director | 2025-10-08 | Open-market sell | 18 | $2K |
| BITA CRISTINA GABRIELA | Director | 2025-10-01 | Open-market sell 10b5-1 | 500 | $58K |
| BITA CRISTINA GABRIELA | Director | 2025-09-03 | Open-market sell 10b5-1 | 1000 | $111K |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Foreign currency exposure expanded meaningfully, with FX-denominated consolidated assets rising from 12.1% to 13.8% of the total and NOI exposure up ~$50M, adding a real but contained macro headwind. Competitive positioning on lease mark-to-market softened — the embedded rent upside cushion narrowed from 30% to 18% — though 2025 rent growth of 50% demonstrates strong near-term execution. The net picture is modestly mixed: a genuine FX risk build offset by a partial easing of competitive lease-up pressure.
0 company-specific · 1 eased/removed · 1 common-mode
Lease mark-to-market declined from 30% to 18%, indicating reduced upside potential. However, 2025 rent growth of 50% shows strong near-term execution offsetting longer-term headwinds.
Table of Contents FUTURE GROWTH We believe that the quality and scale of our portfolio, our ability to add value creation through development, our strategic capital business, the depth of our…
Foreign currency exposure increased materially: consolidated assets in foreign currencies rose from $11.5B (12.1%) to $13.7B (13.8%), and NOI exposure grew from $382.7M to $432.8M. Heightened FX risk.
The depreciation in the value of the foreign currency in countries where we have a significant investment may adversely affect our results of operations and financial position. We hold significant…
The filing discloses the underwriters' exercise of an option to purchase an additional 2,250,000 shares of common stock in a registered public offering, generating approximately $312.2 million in net proceeds. This represents a dilutive equity issuance that increases shares outstanding and would materially affect a reasonable investor's assessment of ownership dilution and capital structure, even though it is a registered offering rather than a private placement.
View raw filing on EDGAR →Prologis announced second quarter 2026 financial results on July 16, 2026, reporting net earnings attributable to common stockholders of $1.061 billion (versus $570 million in Q2 2025) and Core FFO of $1.559 billion (versus $1.396 billion year-over-year), along with full-year 2026 guidance and comprehensive operating metrics.
View raw filing on EDGAR →The filing discloses the appointment of Alfred F. Kelly, Jr. to Prologis' board of directors on June 29, 2026. Kelly is a prominent executive with significant leadership experience (former CEO of Visa, president of American Express) and currently serves on the board of General Motors. The appointment of a director with this caliber of experience and external board responsibilities is material to investors assessing the company's governance and strategic direction.
View raw filing on EDGAR →Prologis announced an indicative all-share acquisition proposal for SEGRO plc on June 24, 2026, following a June 16 letter setting out terms for an all-stock transaction. Although SEGRO's board rejected the proposal on June 23, the announcement of a material acquisition attempt—coupled with Prologis' stated intention to potentially make a firm offer by July 22, 2026 under UK takeover rules—constitutes a disclosure of M&A activity that would materially affect investor assessment of both parties.
View raw filing on EDGAR →Prologis priced a ¥44.7 billion (~$280.6 million) offering of senior unsecured notes in three tranches (2030, 2035, and 2041 maturities) on June 4, 2026, with closing expected June 11, 2026. The proceeds will be used for debt repayment and general corporate purposes.
View raw filing on EDGAR →