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 |
|---|---|---|---|---|---|
| Boehnlein Glenn S | Director | 2026-09-10 | Grant/award | 5841 | $0 |
| Stern Sadie | EVP Chief People & Culture Off | 2026-08-27 | Open-market sell 10b5-1 | 2565 | $227K |
| Brown Michael Jon | EVP Chief Legal Compliance Off | 2026-08-22 | Tax withholding | 1451 | $134K |
| Leach Jacob Steven | President, CEO, and Director, Director | 2026-08-22 | Tax withholding | 1451 | $134K |
| Stern Sadie | EVP Chief People & Culture Off | 2026-08-22 | Tax withholding | 1451 | $134K |
| Sylvain Jereme M | EVP, Chief Financal Officer | 2026-08-22 | Tax withholding | 1451 | $134K |
| SAYER KEVIN R | Executive Chair, Director | 2026-08-20 | Open-market sell 10b5-1 | 19308 | $1.7M |
| SAYER KEVIN R | Executive Chair, Director | 2026-08-20 | Open-market sell 10b5-1 | 7351 | $667K |
| SAYER KEVIN R | Executive Chair, Director | 2026-08-20 | Open-market sell 10b5-1 | 97 | $9K |
| Brown Michael Jon | EVP Chief Legal Compliance Off | 2026-08-14 | Open-market sell 10b5-1 | 1700 | $156K |
| AUGUSTINOS NICHOLAS | Director | 2026-08-12 | Gift | 1075 | $0 |
| Heller Bridgette P | Director | 2026-08-12 | Open-market sell 10b5-1 | 1012 | $89K |
| FOLETTA MARK G | Director | 2026-08-03 | Open-market sell 10b5-1 | 2000 | $171K |
| FOLETTA MARK G | Director | 2026-07-31 | Open-market sell 10b5-1 | 2000 | $160K |
| SAYER KEVIN R | Executive Chair, Director | 2026-07-20 | Open-market sell 10b5-1 | 26756 | $2.0M |
| Brown Michael Jon | EVP Chief Legal Compliance Off | 2026-07-15 | Open-market sell 10b5-1 | 1700 | $127K |
| SAYER KEVIN R | Executive Chair, Director | 2026-07-06 | Open-market sell 10b5-1 | 26756 | $1.9M |
| Brown Michael Jon | EVP Chief Legal Compliance Off | 2026-06-15 | Open-market sell 10b5-1 | 1700 | $128K |
| FOLETTA MARK G | Director | 2026-06-15 | Open-market sell 10b5-1 | 3801 | $282K |
| FOLETTA MARK G | Director | 2026-06-15 | Open-market sell 10b5-1 | 199 | $15K |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Regulatory enforcement and competitive pressure are the dominant themes: an FDA warning letter, new Medicare CGM reimbursement cuts, and broadened FDA wellness-device guidance collectively represent a material step-up in compliance and market risk. These are partially offset by a meaningful debt reduction — convertible notes cut roughly in half — and a downgrade of San Diego manufacturing to limited operations that removes prior inventory-risk language, though neither easing fully counterbalances the regulatory headwinds.
2 company-specific · 2 eased/removed · 3 common-mode
Company received March 2025 FDA warning letter citing manufacturing and quality management deficiencies. Specific regulatory enforcement action materially escalates compliance risk and potential operational impact.
Risks Related to Manufacturing, Commercial Operations and Commercialization If we or our suppliers or distributors fail to comply with ongoing regulatory requirements, including responding to the FDA…
New disclosure of FDA guidance broadening "general wellness devices" and large competitors entering CGM space, escalating competitive threat.
Our products may not achieve or maintain market acceptance. We expect that sales of our CGM systems will account for substantially all of our product revenue for the foreseeable future. If and when…
San Diego manufacturing downgraded from major to "limited" operations; prior inventory challenges language removed, reducing disclosed operational risk severity.
Manufacturing difficulties and/or any disruption at our facilities may adversely affect our manufacturing operations and related product sales, and increase our expenses. Our products require…
Total convertible debt reduced from $2.46B to $1.25B as 2025 Notes matured/were repaid. Materially lower debt burden and refinancing risk.
We have indebtedness in the form of convertible senior notes, which could adversely affect our financial health and our ability to respond to changes in our business. In May 2023, we completed an…
New specific Medicare competitive bidding rule for CGMs effective 2028 with expected reimbursement decreases; Medicaid spending cuts and eligibility restrictions; ACA changes. Material regulatory headwinds.
Risks Related to Our Business and Operations Risks Related to Pricing and Reimbursement If we experience decreasing prices for our products and we are unable to reduce our expenses, including the per…
New FDA guidance (Jan 2026) broadens "general wellness devices" category, enabling non-traditional competitors to enter glucose monitoring market with lower regulatory barriers, materially escalating competitive threat.
We operate in a highly competitive market and face competition from large, well-established companies with significant resources, and, as a result, we may not be able to compete effectively. The…
OECD Pillar Two now effective (Jan 2024/2025) with concrete 15% minimum tax rate implementation, escalating from prospective to actual tax exposure.
We could be subject to changes in our tax rates, new U.S. or international tax legislation or additional tax liabilities. We are subject to taxes in the United States and numerous international…
DexCom appointed Glenn S. Boehnlein as a director effective September 10, 2026, with assignment to the Operations & Innovation Committee and Audit Committee. Boehnlein brings extensive healthcare and finance leadership experience, including prior service as Vice President and Chief Financial Officer of Stryker Corporation.
View raw filing on EDGAR →DexCom issued a press release on July 30, 2026 announcing its financial results for the quarter ended June 30, 2026, disclosing revenue of $1.308 billion (13% YoY growth), GAAP operating income of $318.3 million (24.3% margin), and GAAP net income of $249.1 million ($0.64 per diluted share). The filing also includes updated 2026 annual guidance raising revenue midpoint to $5.18-$5.25 billion and increasing margin guidance. This is a standard quarterly earnings release with material financial results and forward guidance material to investors.
View raw filing on EDGAR →This is a clear disclosure of shareholder vote results from DexCom's 2026 Annual Meeting of Stockholders held on May 27, 2026. The filing reports voting outcomes for three proposals: election of twelve directors, ratification of Deloitte & Touche LLP as independent auditor, and advisory approval of named executive officer compensation. The detailed vote tallies (votes for, against, abstentions, and broker non-votes) for each proposal are the core content of Item 5.07, which is the standard Item for reporting shareholder meeting results.
View raw filing on EDGAR →