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 |
|---|---|---|---|---|---|
| Harrison Deborah Marriott | Director | 2026-09-08 | J | 2000000 | $0 |
| Juliana B. Marriott Marital Trust | Insider | 2026-09-08 | J | 2000000 | $0 |
| Marriott David S | Director | 2026-09-08 | J | 2000000 | $0 |
| Marriott Juliana B. | Insider | 2026-09-08 | J | 2000000 | $0 |
| Jones Neal | President, EMEA | 2026-08-17 | Tax withholding | 107 | $38K |
| LEWIS AYLWIN B | Director | 2026-06-30 | Grant/award | 10 | $4K |
| Reid Grant | Director | 2026-06-30 | Grant/award | 39 | $15K |
| MARRIOTT J W JR | 10% Owner | 2026-06-10 | Gift | 17500 | $0 |
| Harrison Deborah Marriott | Director | 2026-05-18 | Gift | 52 | $0 |
| MARRIOTT J W JR | 10% Owner | 2026-05-18 | Gift | 52 | $0 |
| Roe Peggy | EVP & Chf. Customer Officer | 2026-05-18 | Open-market sell | 3000 | $1.1M |
| Mao Yibing | Pres. Greater China | 2026-05-13 | Open-market sell | 4816 | $1.7M |
| Goren Isabella D | Director | 2026-05-11 | Grant/award | 670 | $0 |
| Harrison Deborah Marriott | Director | 2026-05-11 | Grant/award | 670 | $0 |
| Henderson Frederick A. | Director | 2026-05-11 | Grant/award | 670 | $0 |
| Hill David Shawn | EVP & Chf. Development Officer | 2026-05-11 | Grant/award | 87 | $31K |
| Hill David Shawn | EVP & Chf. Development Officer | 2026-05-11 | Grant/award | 87 | $31K |
| Hobart Lauren R | Director | 2026-05-11 | Grant/award | 670 | $0 |
| LEWIS AYLWIN B | Director | 2026-05-11 | Grant/award | 670 | $0 |
| McCarthy Margaret M | Director | 2026-05-11 | Grant/award | 670 | $0 |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Risk exposure broadened materially across four distinct themes, with AI emerging as a cross-cutting threat to distribution, compliance, and competitive positioning simultaneously. Co-branded card revenue and loyalty program funding face a new regulatory overhang, while expanded owner financial distress disclosures—now including lease defaults and landlord termination rights—widen cash flow vulnerability. No single change reaches existential severity, but the breadth and coherence of deterioration across competitive, regulatory, structural, and technology dimensions is substantive.
3 company-specific · 2 common-mode
New disclosure of AI-driven intermediary threat to distribution, brand loyalty, and loyalty program—a substantive escalation of competitive risk beyond prior generic intermediary concerns.
Changes in the way hotel rooms are booked could adversely impact our business . Some of our hotel rooms are booked through Internet travel intermediaries. In addition to their focus on leisure…
New disclosure of regulatory risk to credit card issuers/networks impacting co-branded card revenues and loyalty program funding—a material revenue and program sustainability concern.
Our Loyalty Program plays a significant role in our business, and unfavorable developments affecting the program could adversely affect our business and results of operations. Our Loyalty Program is…
Expanded scope of owner financial distress risks: added property lease defaults, landlord termination rights, and reputational harm. Materially broadens revenue/cash flow vulnerability.
If hotel owners cannot repay or refinance mortgage loans secured by their properties, default under property leases, or experience other financial difficulties, our revenues and profits could…
Added substantive new risks: AI/emerging tech compliance costs and cross-border data transfer restrictions that could materially impact operations.
Changes in privacy and data security laws could increase our operating costs and increase our exposure to payment obligations and litigation . We are subject to numerous, complex, and frequently…
New explicit disclosure of AI/emerging technology risk and expanded internal control concerns (financial reporting added). Escalates competitive threat.
A failure to keep pace with developments in technology could impair our operations or competitive position . The lodging industry continues to demand the use of sophisticated technology and systems…
This is a quarterly earnings release for Q2 2026 filed under Item 2.02 (Results of Operations and Financial Condition). The press release discloses comprehensive financial results including diluted EPS of $2.90 (reported) and $3.19 (adjusted), net income of $766 million, Adjusted EBITDA of $1,592 million, and RevPAR growth of 3.4% worldwide. The filing explicitly states "On August 3, 2026, Marriott International, Inc. is issuing a press release reporting financial results for the quarter ended June 30, 2026" with the press release attached as Exhibit 99.
View raw filing on EDGAR →