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 |
|---|---|---|---|---|---|
| MASCARENAS PAUL ANTHONY | Director | 2026-07-02 | Grant/award | 116 | $11K |
| GOPALSWAMY SUDHIR | Group President, AMG & ISG | 2026-05-26 | Tax withholding | 470 | $60K |
| CARTER SUSAN K | Director | 2026-05-14 | Grant/award | 1986 | $0 |
| Deitrich Thomas | Director | 2026-05-14 | Grant/award | 1986 | $0 |
| KIDDOO BRUCE E | Director | 2026-05-14 | Grant/award | 1986 | $0 |
| MASCARENAS PAUL ANTHONY | Director | 2026-05-14 | Grant/award | 1986 | $0 |
| WATERS GREGORY L | Director | 2026-05-14 | Grant/award | 1986 | $0 |
| Yan Christine Y | Director | 2026-05-14 | Grant/award | 1986 | $0 |
| Thad Trent | Exec VP & CFO | 2026-04-24 | Open-market sell 10b5-1 | 30000 | $3.0M |
| Thad Trent | Exec VP & CFO | 2026-04-23 | Open-market sell 10b5-1 | 30000 | $2.8M |
| Thad Trent | Exec VP & CFO | 2026-04-16 | Open-market sell 10b5-1 | 30000 | $2.4M |
| MASCARENAS PAUL ANTHONY | Director | 2026-04-03 | Grant/award | 168 | $10K |
| GOPALSWAMY SUDHIR | Group President, AMG & ISG | 2026-03-13 | Open-market sell | 6114 | $359K |
| El-Khoury Hassane | CEO & President, Director | 2026-02-21 | Tax withholding | 36802 | $2.5M |
| GOPALSWAMY SUDHIR | Group President, AMG & ISG | 2026-02-21 | Tax withholding | 9583 | $662K |
| KEETON SIMON | Group President, PSG | 2026-02-21 | Tax withholding | 7788 | $538K |
| Thad Trent | Exec VP & CFO | 2026-02-21 | Tax withholding | 10383 | $718K |
| El-Khoury Hassane | CEO & President, Director | 2026-02-20 | Grant/award | 75315 | $0 |
| GOPALSWAMY SUDHIR | Group President, AMG & ISG | 2026-02-20 | Grant/award | 31834 | $0 |
| GOPALSWAMY SUDHIR | Group President, AMG & ISG | 2026-02-20 | Tax withholding | 1455 | $101K |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Risk profile broadened materially across five distinct themes, with no offsetting easings. The most acute near-term exposures are a newly disclosed refinancing risk on Outstanding Notes, a concrete Q3 2025 ERP transition, and fresh CAMT tax liability under the OBBBA — each representing specific, time-bound vulnerabilities rather than generic boilerplate. Competitive and regulatory risks also expanded substantively, with new disclosures on government incentive clawback, PFAS supply chain exposure, and AI-related operational and reputational risk.
5 company-specific · 3 common-mode
New disclosure of 11% customer concentration risk and explicit EV demand volatility concern. Automotive exposure declined 4 points; industrial rose 3 points.
Because a significant portion of our revenue is derived from customers in the automotive and industrial end-markets, including revenue pursuant to our long-term supply agreements, a downturn or lower…
Added risk that government incentives company receives could be reduced, terminated, or clawed back—a new material risk not previously disclosed.
The semiconductor industry is highly competitive, and has experienced significant consolidation, and if we are unable to compete effectively or identify attractive opportunities for consolidation, it…
New disclosure of specific ERP system implementation in Q3 2025 escalates IT risk from general to concrete, near-term operational exposure with identified transition risks.
Our extensive reliance on information technology systems, including reliance on third-party service providers, could have a materially adverse impact on our business, and our substantial investments…
New specific disclosure of PFAS regulation risk and supply chain impact; heightened language on immediate-effect regulations. Escalates environmental compliance risk.
Trends, Risks and Uncertainties Related to Regulation Environmental and health and safety liabilities and expenditures could materially adversely affect our results of operations and financial…
New disclosure of AI valuation concerns and investment portfolio liquidity risk; expanded macroeconomic risk scope escalates exposure.
Downturns or volatility in general economic conditions, as well as general macroeconomic trends and impacts, could have an adverse impact on our business, results of operations, financial condition…
New material risks added: AI adoption failure, reputational/regulatory exposure, and compliance cost escalation. Substantively expands risk profile beyond market share competition.
Our power technologies designed for AI use may not capture market share as expected, and issues related to the responsible use of AI may adversely affect our business. Our extensive range of power…
New disclosure of CAMT liability exposure under enacted OBBBA (July 2025). Removes prior specific FDII rate increase detail but adds material new tax risk.
Changes in tax legislation or exposure to additional tax liabilities could adversely affect our results of operations and financial condition. We operate globally through our foreign subsidiaries and…
New disclosure of refinancing risk: "no assurance we will refinance Outstanding Notes on favorable terms, or at all" escalates debt servicing concern.
The timing of the cash payments to service the 0% Notes, the 0.50% Notes and the 3.875% Notes is not entirely in our control and may require a significant amount of cash, and we may not have…
ON Semiconductor discloses a material acquisition of Synaptics Incorporated pursuant to an Agreement and Plan of Reorganization entered into on June 25, 2026. The filing reports that the FTC granted early termination of the HSR Act waiting period on August 12, 2026, removing a key closing condition. The transaction is expected to close in mid-2027 and represents a significant change of control event material to investors.
View raw filing on EDGAR →ON Semiconductor announced its second quarter 2026 financial results on August 3, 2026, disclosing revenue of $1,603.5 million (9% YoY growth), GAAP diluted EPS of $0.56, and non-GAAP diluted EPS of $0.74, along with detailed financial statements and forward guidance for Q3 2026. This is a standard quarterly earnings release filed under Item 2.02 with the earnings press release attached as Exhibit 99.1.
View raw filing on EDGAR →ON Semiconductor entered into a definitive Agreement and Plan of Reorganization to acquire Synaptics Incorporated in an all-stock transaction valued at approximately $7 billion, with an exchange ratio of 1.350 onsemi shares per Synaptics share, with expected closing in mid-2027.
View raw filing on EDGAR →