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 |
|---|---|---|---|---|---|
| LORNE SIMON M | Director | 2026-08-12 | Open-market sell | 3451 | $2.3M |
| LORNE SIMON M | Director | 2026-08-12 | Open-market sell | 2000 | $1.4M |
| LORNE SIMON M | Director | 2026-08-12 | Open-market sell | 40 | $27K |
| LORNE SIMON M | Director | 2026-08-12 | Open-market sell | 958 | $654K |
| VON SCHACK WESLEY W | Director | 2026-08-12 | Open-market sell | 468 | $321K |
| Black Laura A. | Director | 2026-04-22 | Grant/award | 319 | $0 |
| Kumbier Michelle | Director | 2026-04-22 | Grant/award | 319 | $0 |
| LORNE SIMON M | Director | 2026-04-22 | Grant/award | 319 | $0 |
| Malone Robert A | Director | 2026-04-22 | Grant/award | 319 | $0 |
| Morales Vincent J | Director | 2026-04-22 | Grant/award | 319 | $0 |
| SMITH MICHAEL T | Director | 2026-04-22 | Grant/award | 319 | $0 |
| Sherburne Jane Cecile | Director | 2026-04-22 | Grant/award | 319 | $0 |
| VON SCHACK WESLEY W | Director | 2026-04-22 | Grant/award | 319 | $0 |
| VanWees Jason | Vice Chairman | 2026-04-22 | Option exercise | 126 | $0 |
| VanWees Jason | Vice Chairman | 2026-04-22 | Tax withholding | 65 | $0 |
| VanWees Jason | Vice Chairman | 2026-02-03 | Option exercise | 5000 | $960K |
| VanWees Jason | Vice Chairman | 2026-02-03 | Open-market sell | 2580 | $1.6M |
| VanWees Jason | Vice Chairman | 2026-02-03 | Open-market sell | 2420 | $1.5M |
| VanWees Jason | Vice Chairman | 2026-02-03 | Option exercise | 2500 | $308K |
| VanWees Jason | Vice Chairman | 2026-02-03 | Open-market sell | 2220 | $1.4M |
Fiscal period ending 2025-12-28 versus 2024-12-29 — view filing on EDGAR →
Tariff/trade-war exposure, new defense-sector headwinds (NASA budget cuts, termination-for-convenience uptick, a January 2026 executive order restricting capital returns and executive pay), and escalating AI/cybersecurity risks represent meaningful new worsening, while a broad sweep of prior-year disclosures — legacy U.S.-China sanctions, Boeing/737-MAX supply chain disruptions, debt-service and credit-downgrade risks, climate exposure, and workforce retention — have been removed, materially lightening the disclosed risk load. The net picture is mixed: the newly surfaced government-contracting and technology risks are substantive, but the volume and severity of removed disclosures partially offset them. Goodwill now at $8.7B with a $52.5M trademark impairment in 2024 adds a latent asset-value concern worth monitoring.
4 company-specific · 6 eased/removed · 6 common-mode
New disclosure of material tariff, trade war, and export control risks. Company states export restrictions "had a significant impact" on business and identifies specific customer/supplier impacts.
Table of Contents Risks associated with international sales and operations include, but are not limited to: • political and economic instability; • additional deterioration in United States -…
Multiple new material risks disclosed: NASA budget cuts already impacting 2025 revenues; increased terminations for convenience in Defense Electronics; new EU cybersecurity requirements; January 2026 executive order restricting buybacks, dividends, and executive compensation for major defense contractors.
Table of Contents Government lasted 43 days and resulted in delays in contract awards, issuances of export licenses, shipments and payments of invoices for several of our businesses; any new shutdown…
New disclosure of U.S. Government-approved supplier requirements and counterfeit parts risk with False Claims Act exposure and potential disbarment consequences.
Table of Contents We also are required to procure certain materials and parts from supply sources approved by the U.S. Government. The inability of a supplier to meet our needs, the failure to obtain…
Newly disclosed mature workforce and specialized talent scarcity risks, including increased competition for security-cleared personnel. Loss of key employees could materially harm operations.
Table of Contents We also have a mature workforce. Some of our businesses, including our businesses in engineered systems as well as in traveling wave tube and integrated microwave module design and…
Removal of specific, material operational risks: FAA 737-MAX grounding, Boeing production caps, 2024 machinists strike, and supply chain impacts on major customers.
The airline industry is heavily regulated, and if we fail to comply with applicable requirements, our results of operations could suffer. Our commercial aerospace group produces products for use in…
Removal of material debt service risk disclosure suggests improved financial position, reduced leverage, or debt repayment. Material change warranting investor attention.
We may not be able to service our debt obligations. Our ability to meet our interest expense and debt service obligations will depend on our future performance, including the cash we generate from…
Removal of material workforce risk disclosure. Prior year flagged critical talent retention challenges in specialized engineering and security-cleared roles as materially adverse. Deletion suggests risk resolved or no longer material.
Our business may suffer if we are unable to attract and retain key personnel. Our future success depends to a significant extent upon the continued service of our executive officers and other key…
Removal of material regulatory and policy risk. Prior year disclosed specific threat to monitoring and energy systems revenue from anticipated EPA rollbacks and green energy policy reversal.
Table of Contents A change in policy direction related to environmental regulations and green energy could negatively impact demand for our monitoring instruments and energy systems products. Many of…
Removal of material credit downgrade risk disclosure suggests improved credit profile or reduced downgrade likelihood, easing debt and financing risk.
The credit rating of Teledyne could be downgraded, which may increase borrowing costs. The credit ratings of Teledyne’s debt could be subject to a downgrade below investment grade. If a ratings…
Removal of material third-party distributor risk disclosure suggests either risk mitigation or business model shift. Material change in risk profile warranting investor attention.
We face risks related to sales through distributors and other third parties which could harm our business. We sell a portion of our products through third parties such as distributors, sales…
Removal of material disclosure on U.S.-China export sanctions, semiconductor restrictions, and Russia ban. These were described as having "significant impact" on business and customers/suppliers. Easing of geopolitical risk.
New and expanding economic sanctions and export restrictions could impact our ability to sell our products. Recent export restrictions have had a significant impact on business. A number of…
Goodwill increased 8.7% to $8.7B; company disclosed $52.5M trademark impairments in 2024, signaling asset value pressure and higher impairment risk going forward.
Table of Contents Changes in future business conditions could cause business investments, goodwill and other long-lived assets to become impaired, resulting in significant losses and write-downs that…
Substantial new AI-specific risks added: algorithmic flaws, regulatory uncertainty, compliance costs, IP/privacy liability, competitive disadvantage. Material escalation of cybersecurity risk disclosure.
Table of Contents unlawfully diverted. The theft, corruption, unauthorized use or publication of our intellectual property or confidential business information due to a cyber-attack could harm our…
Removal of material supply chain risk disclosure. Prior year cited ongoing component/raw material shortages impacting revenue, margins, and cash flow. Deletion signals material improvement in supply constraints.
We have experienced component and raw material shortages in the past that impacted our ability to manufacture and ship all the product for which we have demand, and these constraints may continue in…
Removal of disclosed risk of local manufacturing requirements and subsidized competitors impacting multiple product lines (instrumentation, aerospace, marine, imaging) represents material risk mitigation.
In-country manufacturing could result in lower demand for our products. Many countries, including China, India and Saudi Arabia, have bolstered laws or regulations requiring the use of local…
Removal of comprehensive climate risk disclosure covering physical asset damage, supply chain disruption, and oil/gas customer demand risk represents material de-escalation of disclosed environmental exposure.
Risks related to climate change Climate change may disrupt or adversely impact our business. Climate change may have an increasingly adverse impact on our business and those of our customers…
Teledyne announced execution of a definitive merger agreement to acquire Varex Imaging Corporation for $18.90 per share in an all-cash transaction valued at approximately $1.1 billion. The press release explicitly states the companies "have entered into a definitive agreement" and describes this as a material acquisition of a complementary imaging technology company. This is a classic M&A activity disclosure under Item 1.01 (though filed under Item 7.01 for Regulation FD purposes).
View raw filing on EDGAR →Teledyne issued a press release on July 22, 2026 disclosing second quarter 2026 financial results, including net sales of $1,662.5 million (up 9.8%), GAAP diluted EPS of $5.37, non-GAAP diluted EPS of $6.28 (up 20.8%), and raised full-year 2026 guidance. The filing explicitly states this is furnished pursuant to Item 2.02 (Results of Operations and Financial Condition) and the press release is attached as Exhibit 99.1, which is the standard format for earnings releases.
View raw filing on EDGAR →