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 |
|---|---|---|---|---|---|
| Conyers Yolanda Lee | Director | 2026-09-01 | Open-market sell 10b5-1 | 750 | $611K |
| MOSLEY WILLIAM D | CEO, Director | 2026-09-01 | Option exercise 10b5-1 | 14000 | $647K |
| MOSLEY WILLIAM D | CEO, Director | 2026-09-01 | Open-market sell 10b5-1 | 357 | $287K |
| MOSLEY WILLIAM D | CEO, Director | 2026-09-01 | Open-market sell 10b5-1 | 160 | $129K |
| MOSLEY WILLIAM D | CEO, Director | 2026-09-01 | Open-market sell 10b5-1 | 160 | $129K |
| MOSLEY WILLIAM D | CEO, Director | 2026-09-01 | Open-market sell 10b5-1 | 960 | $776K |
| MOSLEY WILLIAM D | CEO, Director | 2026-09-01 | Open-market sell 10b5-1 | 1160 | $939K |
| MOSLEY WILLIAM D | CEO, Director | 2026-09-01 | Open-market sell 10b5-1 | 1105 | $896K |
| MOSLEY WILLIAM D | CEO, Director | 2026-09-01 | Open-market sell 10b5-1 | 1578 | $1.3M |
| MOSLEY WILLIAM D | CEO, Director | 2026-09-01 | Open-market sell 10b5-1 | 1200 | $975K |
| MOSLEY WILLIAM D | CEO, Director | 2026-09-01 | Open-market sell 10b5-1 | 2040 | $1.7M |
| MOSLEY WILLIAM D | CEO, Director | 2026-09-01 | Open-market sell 10b5-1 | 2878 | $2.3M |
| MOSLEY WILLIAM D | CEO, Director | 2026-09-01 | Open-market sell 10b5-1 | 4555 | $3.7M |
| MOSLEY WILLIAM D | CEO, Director | 2026-09-01 | Open-market sell 10b5-1 | 4287 | $3.5M |
| MOSLEY WILLIAM D | CEO, Director | 2026-09-01 | Open-market sell 10b5-1 | 2080 | $1.7M |
| MOSLEY WILLIAM D | CEO, Director | 2026-09-01 | Open-market sell 10b5-1 | 1040 | $852K |
| MOSLEY WILLIAM D | CEO, Director | 2026-09-01 | Open-market sell 10b5-1 | 1320 | $1.1M |
| MOSLEY WILLIAM D | CEO, Director | 2026-09-01 | Open-market sell 10b5-1 | 920 | $755K |
| MOSLEY WILLIAM D | CEO, Director | 2026-09-01 | Open-market sell 10b5-1 | 480 | $395K |
| MOSLEY WILLIAM D | CEO, Director | 2026-09-01 | Open-market sell 10b5-1 | 600 | $494K |
Fiscal period ending 2026-07-03 versus 2025-06-27 — view filing on EDGAR →
Four distinct risk dimensions worsened this period, with no offsetting easing. Geopolitical exposure expanded materially — now encompassing Iran conflict, sanctions, supply chain reconfiguration, and state-sponsored cyber threats — while Pillar Two tax headwinds moved from prospective to realized, confirming an earnings drag already underway. A newly quantified 14% single-customer revenue concentration and a freshly introduced cybersecurity risk factor round out a broad, if not existential, deterioration in the risk profile.
1 company-specific · 3 common-mode
Added specific quantification: one customer represents 14% of revenue. This concrete disclosure of customer concentration escalates the risk from general to measurable, making the impact more tangible to investors.
A limited number of our key customers account for a significant portion of our revenue, and we have been, and may in the future be, adversely affected by reduced, delayed, loss of or canceled…
New cybersecurity risk factor added. Discloses material threat to systems, products, data, and third-party dependencies with potential adverse financial impact.
Risks Related to our Business, Operations and Industry • Our ability to increase our revenue and maintain our market share depends on our ability to successfully introduce and achieve market…
Added Iran conflict, sanctions/tariffs/trade restrictions, supply chain reconfiguration costs, state-sponsored cybersecurity risks, and geographic concentration vulnerability—substantive escalation of geopolitical and supply chain risk.
The effect of geopolitical uncertainties, political unrest, war, terrorism, natural disasters, public health issues and other circumstances, on national and/or international commerce and on the…
Pillar Two tax impact shifted from "expected to materially increase" (future) to "has increased" (present), indicating realized adverse tax effect on earnings.
Tax-related matters could have a material and adverse effect on our business, results of operations or financial condition. We are subject to income taxes, as well as indirect taxes and other tax…
Fiscal period ending 2025-06-27 versus 2024-06-28 — view filing on EDGAR →
Tariff exposure has sharpened from general uncertainty to concrete supply chain disruption and retaliation risk, while Pillar Two global minimum tax is now a quantified near-term cost burden beginning FY2026 in Singapore and Thailand. Together, these two changes represent a meaningful step-up in both operational and tax risk with limited mitigation offsets disclosed.
0 company-specific · 2 common-mode
Escalated from general tariff uncertainty to specific supply chain disruption risk, retaliatory measures, and inability to fully mitigate impacts.
Changes in U.S. trade policy, including the imposition of sanctions or tariffs and the resulting consequences, may have a material and adverse impact on our business and results of operations. We…
Pillar Two now expected to materially increase taxes starting FY2026 in Singapore and Thailand, shifting from uncertain future impact to quantified near-term burden.
Tax-related matters could have a material and adverse effect on our business, results of operations or financial condition. We are subject to income taxes, as well as indirect taxes and other tax…
Seagate issued 1,647,862 ordinary shares on September 8, 2026, to settle exchanges of approximately $150.51 million principal amount of exchangeable notes. The shares were issued in reliance on Section 3(a)(9) of the Securities Act of 1933, representing a material dilutive equity issuance affecting shareholder ownership.
View raw filing on EDGAR →Seagate disclosed fiscal Q4 2026 and full-year 2026 financial results, reporting Q4 revenue of $3.6 billion and FY revenue of $12.2 billion, with GAAP diluted EPS of $5.58 (Q4) and $13.90 (FY), along with forward guidance for Q1 2027.
View raw filing on EDGAR →Seagate announced a redemption of $1 billion in 3.50% Exchangeable Senior Notes due 2028, with a redemption date of September 8, 2026. This debt management action affects the company's capital structure and involves convertible debt that may result in shareholder dilution through the exchange mechanism.
View raw filing on EDGAR →Seagate completed a privately negotiated exchange of $185.9 million in convertible notes for cash and 2,023,124 ordinary shares, a material dilutive equity issuance that reduces debt while increasing share count and affecting the company's capital structure.
View raw filing on EDGAR →Seagate entered into exchange agreements to convert $185.908 million principal amount of exchangeable notes into cash and ordinary shares issued pursuant to Section 4(a)(2) exemption from registration. The transaction materially affects the company's capital structure and results in dilution to existing shareholders through the issuance of unregistered equity securities.
View raw filing on EDGAR →