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 |
|---|---|---|---|---|---|
| Zaramella Luca | EVP & Chief Operating Officer | 2026-09-02 | Option exercise | 22570 | $975K |
| Zaramella Luca | EVP & Chief Operating Officer | 2026-09-02 | Tax withholding | 18695 | $1.2M |
| Van de Put Dirk | Chief Executive Officer, Director | 2026-08-19 | Option exercise 10b5-1 | 133580 | $5.6M |
| Van de Put Dirk | Chief Executive Officer, Director | 2026-08-19 | Open-market sell 10b5-1 | 133580 | $8.6M |
| BANATI AMIT | EVP and CFO | 2026-07-01 | Grant/award | 20370 | $0 |
| 't Hart Cees | Director | 2026-05-20 | Grant/award | 3525 | $0 |
| COUSIN ERTHARIN | Director | 2026-05-20 | Grant/award | 3525 | $0 |
| McKinstry Nancy | Director | 2026-05-20 | Grant/award | 3525 | $0 |
| McNamara Brian James | Director | 2026-05-20 | Grant/award | 3525 | $0 |
| Mesquita Jorge S. | Director | 2026-05-20 | Grant/award | 3525 | $0 |
| Nielsen Jane | Director | 2026-05-20 | Grant/award | 3525 | $0 |
| Price Paula A | Director | 2026-05-20 | Grant/award | 3525 | $0 |
| Siewert Patrick | Director | 2026-05-20 | Grant/award | 3525 | $0 |
| TODMAN MICHAEL | Director | 2026-05-20 | Grant/award | 3525 | $0 |
| Stevens Brian | SVP, CTR & Chief Accoun Off | 2026-05-01 | Open-market sell | 1 | $62 |
| Stevens Brian | SVP, CTR & Chief Accoun Off | 2026-04-30 | Open-market sell | 63 | $4K |
| Stevens Brian | SVP, CTR & Chief Accoun Off | 2026-04-30 | Gift | 20 | $0 |
| Stevens Brian | SVP, CTR & Chief Accoun Off | 2026-04-30 | Gift | 20 | $0 |
| Kuhn Volker | EVP and President, Europe | 2026-04-01 | Tax withholding | 90 | $5K |
| Lilak Stephanie | EVP and Chief People Officer | 2026-04-01 | Tax withholding | 3218 | $184K |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Tariffs have moved from hypothetical to realized cost pressures across finished goods, ingredients, and packaging, marking the most concrete near-term earnings risk. Regulatory exposure broadened materially on multiple fronts — new U.S. tax legislation (OBBBA), EU sustainability mandates, and AI compliance obligations — while cybersecurity disclosures escalated to include detection-delay and incomplete-reporting risks. Russia revenue exposure grew to 3.7% of consolidated net revenues, and competitive risks expanded to encompass AI tools, public boycotts, and SNAP subsidy uncertainty, leaving the overall risk picture meaningfully worse across four distinct themes.
2 company-specific · 5 common-mode
Russia revenue increased from 2.9% to 3.7% of consolidated net revenues, indicating continued or expanded operations despite war. Removal of language about potential asset impairment and deconsolidation suggests stabilization, but higher revenue exposure to geopolitical risk is material.
The war in Ukraine has impacted and could continue to impact our business operations, financial performance and results of operations. The war in Ukraine has impacted and could continue to impact our…
New disclosure of detection delays and incomplete incident reporting risk. Added language on inability to promptly provide complete, accurate, timely information to stakeholders and regulators post-incident.
Our use of information technology and third-party service providers exposes us to cybersecurity risks and other business disruptions. We use information technology and third-party service providers…
Tariffs shifted from announced/potential to implemented and realized. Company now reports actual cost increases in finished products, ingredients, and packaging, plus retaliatory measures.
We are subject to risks from changes to the trade policies and tariff and import/export regulations by the U.S. and/or other foreign governments. Changes in the import and export policies, including…
Added specific new risks: AI/digital tools, food regulation, geopolitical tensions, public boycotts, SNAP subsidy uncertainty, regulatory taxes on nutritional profiles, and official statements on ingredients/additives.
We must correctly predict, identify, interpret and meet changes in consumer preferences and demand and offer new and improved products that meet those changes. Consumer preferences for food and…
New specific regulatory risks added: EU Deforestation Regulation, Corporate Sustainability Due Diligence Directive, and AI/emerging tech compliance obligations with potential cost impact.
Legal and Regulatory Risks We face risks related to complying with changes in and inconsistencies among laws and regulations in many countries in which we operate. Our activities around the world are…
New explicit risk: AI/ML use elevates third-party infringement claims, especially unauthorized use of third-party tools/content. Substantive escalation beyond prior year's parenthetical AI mention.
We face risks related to adequately protecting our valuable intellectual property rights. We consider our intellectual property rights (including trademarks, patents, copyrights, registered designs…
New material U.S. tax legislation (OBBBA) enacted July 2025 with ongoing Treasury guidance and state law uncertainty. Company explicitly states potential adverse effect could be material.
Financial Risks We face risks related to tax matters, including changes in tax laws and rates, disagreements with taxing authorities and imposition of new taxes. As a global company, we are subject…
Mondelez issued a press release on July 28, 2026 announcing Q2 2026 earnings results, including net revenues of $9.355 billion, diluted EPS of $1.20, and adjusted EPS of $0.73, along with updated 2026 guidance. The filing explicitly states "we issued a press release announcing earnings for the second quarter ended June 30, 2026" and furnishes the earnings release as Exhibit 99.1, which is the standard disclosure mechanism for quarterly earnings under Item 2.02.
View raw filing on EDGAR →Mondelez International appointed Amit Banati as Executive Vice President and Chief Financial Officer, effective July 1, 2026, reporting directly to the CEO. The appointment includes a base salary of $1,050,000, target incentive of 125%, an equity grant of $5,000,000, and a make-whole award up to $7,000,000. The filing also notes that Luca Zaramella will transition from CFO to Chief Operating Officer.
View raw filing on EDGAR →This is a clear disclosure of shareholder voting results from Mondelez's May 20, 2026 annual meeting of shareholders under Item 5.07. The filing presents detailed voting tallies for five matters: election of 10 directors, advisory approval of named executive officer compensation, ratification of PricewaterhouseCoopers LLP as independent auditors, and two shareholder proposals (both rejected). The disclosure of director elections and auditor ratification are material governance events that affect investor understanding of board composition and audit oversight.
View raw filing on EDGAR →