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 |
|---|---|---|---|---|---|
| CLEMENT DALLAS S | Director | 2026-08-19 | Grant/award | 1009 | $0 |
| CLEMENT DALLAS S | Director | 2026-08-19 | Grant/award | 538 | $0 |
| Greatrex Mark James | Director | 2026-08-19 | Grant/award | 1009 | $0 |
| Greatrex Mark James | Director | 2026-08-19 | Grant/award | 538 | $0 |
| Liberty Broadband Corp | Director, 10% Owner | 2026-08-19 | J | 38583663 | — |
| Taylor Alexander Cox | Director | 2026-08-19 | Grant/award | 1681 | $0 |
| Taylor Alexander Cox | Director | 2026-08-19 | Grant/award | 538 | $0 |
| Liberty Broadband Corp | Director, 10% Owner | 2026-08-13 | D | 9900 | $1.3M |
| Liberty Broadband Corp | Director, 10% Owner | 2026-07-14 | D | 129907 | $17.7M |
| Liberty Broadband Corp | Director, 10% Owner | 2026-06-11 | D | 31315 | $5.1M |
| Rutledge Thomas | Insider | 2026-05-27 | Open-market sell | 9100 | $1.3M |
| Rutledge Thomas | Insider | 2026-05-27 | Open-market sell | 9100 | $1.3M |
| Rutledge Thomas | Insider | 2026-05-26 | Open-market sell | 69633 | $10.1M |
| Ramos Mauricio | Director | 2026-05-15 | Open-market buy | 9929 | $1.4M |
| Liberty Broadband Corp | Director, 10% Owner | 2026-05-12 | D | 1262078 | $257.9M |
| Davis Wade | Director | 2026-04-28 | Open-market buy | 5728 | $995K |
| Nair Balan | Director | 2026-04-28 | Open-market buy | 1000 | $175K |
| Winfrey Christopher L | President and CEO, Director | 2026-04-28 | Open-market buy | 3468 | $597K |
| Winfrey Christopher L | President and CEO, Director | 2026-04-28 | Open-market buy | 3468 | $597K |
| Conn Lance | Director | 2026-04-21 | Grant/award | 918 | $0 |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
The Cox Communications acquisition introduces a pervasive and severe risk escalation across capital structure, governance, and strategic execution simultaneously. A $16.6B combined funding obligation ($4B cash + $12.6B assumed debt), change-of-control repurchase triggers, and potential covenant defaults create acute refinancing and liquidity pressure. Governance is fundamentally restructured — Liberty Broadband loses all rights while Cox Enterprises assumes ~25% stake and board control — compounding execution risk if the integration underperforms.
6 company-specific
New material risk: $4B cash funding obligation plus $12.6B debt assumption for Cox acquisition. Change-of-control repurchase triggers and potential covenant defaults create substantial refinancing and liquidity risk.
Our plans for funding the cash consideration and assuming indebtedness of Cox Communications may be adversely affected to the extent there are greater-than-expected increases in our indebtedness…
Material shift in control: Liberty Broadband loses all governance rights; Cox Enterprises gains ~25% stake and board control; A/N's rights modified. Fundamental change in shareholder influence and board composition.
A/N and Liberty Broadband currently have governance rights that give them influence over corporate transactions and other matters. In connection with the Cox Transactions, Liberty Broadband will lose…
New disclosure of material integration risks from a major acquisition (Cox Communications). Addresses cost realization, employee retention, subscriber loss, and operational disruption—substantive risks a reasonable investor would act on.
If we are not able to successfully integrate Cox Communications’ business within the anticipated time frame, or at all, the anticipated cost savings and other benefits of the Cox Transactions may…
Material increase in debt obligations: $4B Cox cash consideration plus $12.6B assumed debt, variable rate exposure rising from 11% to 13%, and explicit acknowledgment of additional refinancing risk post-acquisition.
Risks Related to Our Indebtedness We have a significant amount of debt and expect to incur significant additional debt, including secured debt, in the future, as well as additional debt in connection…
New disclosure of material M&A risk: Cox Transactions could underperform expectations, depress stock price, and impair equity financing capacity.
The market price of Charter Class A common stock may decline as a result of the Cox Transactions. The market price of Charter Class A common stock may decline as a result of the Cox Transactions if…
Liberty Broadband's preemptive rights replaced by Cox Enterprises; new investor gains material dilution protection, affecting existing shareholder interests substantively.
The amended stockholders agreement will provide A/N and Cox Enterprises with preemptive rights with respect to issuances of Charter equity in connection with certain transactions, and in the event…
Charter Communications completed exchange offers on August 24, 2026, issuing approximately $1.74 billion in aggregate principal amount of new senior secured notes (7.087% due 2038 and 7.337% due 2041) in exchange for approximately $2.83 billion in aggregate principal amount of existing notes. The transaction creates new direct financial obligations through debt issuance with defined terms, interest rates, redemption provisions, and security interests.
View raw filing on EDGAR →Charter Communications completed two transformative acquisitions: (1) acquisition of Liberty Broadband Corporation in an all-stock merger where Liberty shareholders received 0.236 Charter shares per Liberty share, and (2) acquisition of Cox Communications' residential cable and commercial fiber businesses for approximately $3.5 billion in cash for equity, $724 million in contribution, $6 billion in convertible preferred units, and ~$5 billion in common units, with Cox Enterprises receiving ~26% ownership on a fully diluted basis and Charter assuming approximately $12 billion in Cox debt. These transactions expand Charter's footprint to 45 states and materially alter the company's capital structure and ownership.
View raw filing on EDGAR →Charter appointed Alexander C. Taylor, Dallas Clement, and Mark Greatrex to the Board of Directors, with Taylor also appointed as Chairman, and Thomas Zinterhofer transitioning to lead independent director, in connection with the completion of the Cox and Liberty Broadband acquisitions.
View raw filing on EDGAR →Charter amended its certificate of incorporation and bylaws effective August 19, 2026, in connection with the completion of the Cox and Liberty Broadband acquisitions, including amendments establishing preferred stock rights and other structural changes to reflect the combined entity's governance.
View raw filing on EDGAR →Charter Communications issued a press release on July 24, 2026 announcing its financial and operating results for the second quarter ended June 30, 2026. The disclosure includes detailed quarterly revenue ($13.5 billion), net income ($1.3 billion), Adjusted EBITDA ($5.4 billion), and comprehensive operating metrics across all business segments (Internet, Mobile, Video, Voice, and Commercial). This is a standard quarterly earnings release furnished under Item 2.02 with the full press release attached as Exhibit 99.1.
View raw filing on EDGAR →Charter Communications announced a private debt exchange offer whereby subsidiaries will exchange approximately $8.7 billion in aggregate principal amount of existing notes for new Senior Secured Notes due 2038 and 2041 (capped at $1.75 billion each), with up to $3.5 billion in aggregate principal amount of new Senior Secured Notes to be issued. This constitutes a material creation of new direct financial obligations through debt refinancing.
View raw filing on EDGAR →