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 |
|---|---|---|---|---|---|
| KAMSKY VIRGINIA A | Director | 2026-06-30 | Grant/award | 561 | $0 |
| KAMSKY VIRGINIA A | Director | 2026-06-30 | Tax withholding | 100 | $5K |
| Karlin Bridget E | Director | 2026-06-30 | Grant/award | 615 | $0 |
| Karlin Bridget E | Director | 2026-06-30 | Tax withholding | 73 | $4K |
| AIGRAIN JACQUES | Director | 2026-05-22 | Tax withholding | 575 | $40K |
| Benet Lincoln E | Director | 2026-05-22 | Tax withholding | 1410 | $98K |
| Buchanan Robin W.T. | Director | 2026-05-22 | Tax withholding | 1247 | $87K |
| CHASE ANTHONY R | Director | 2026-05-22 | Tax withholding | 540 | $38K |
| Dudley Robert W. | Director | 2026-05-22 | Tax withholding | 708 | $49K |
| FARLEY CLAIRE S | Director | 2026-05-22 | Tax withholding | 565 | $39K |
| Griffin Rita E | Director | 2026-05-22 | Tax withholding | 639 | $45K |
| Hanley Michael Sean | Director | 2026-05-22 | Tax withholding | 540 | $38K |
| KAMSKY VIRGINIA A | Director | 2026-05-22 | Tax withholding | 593 | $41K |
| Karlin Bridget E | Director | 2026-05-22 | Tax withholding | 521 | $36K |
| Manifold Albert Jude | Director | 2026-05-22 | Tax withholding | 689 | $48K |
| AIGRAIN JACQUES | Director | 2026-05-21 | Grant/award | 4437 | $0 |
| Benet Lincoln E | Director | 2026-05-21 | Grant/award | 2321 | $0 |
| Buchanan Robin W.T. | Director | 2026-05-21 | Grant/award | 2321 | $0 |
| CHASE ANTHONY R | Director | 2026-05-21 | Grant/award | 2321 | $0 |
| Dudley Robert W. | Director | 2026-05-21 | Grant/award | 2321 | $0 |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Impairment charges have accelerated sharply — from $837M to $1,182M plus a new $126M facility closure charge — signaling deteriorating asset values across the portfolio while management simultaneously defers capital projects to preserve liquidity. A committed divestiture of European olefins/polyolefins assets adds meaningful execution risk, and a widening pension deficit, escalated Kansas litigation, and a new EU carbon border adjustment exposure compound the pressure. The sole offset — collapse of the UN plastics treaty — is modest relative to the breadth of worsening across five distinct themes.
5 company-specific · 2 common-mode
Impairment charges escalated significantly: $837M in 2024 to $1,182M in Q3 2025, plus new $126M facility closure. Worsening trend.
Table of Contents We may be required to record material charges against our earnings due to any number of events including impairments of our assets. We review our assets for impairment when events…
Strategic review shifted to concrete divestiture agreement of European olefins/polyolefins assets across four countries, closing Q2 2026. Escalates from hypothetical to committed transaction with execution risk.
Acquisitions or dispositions of assets or businesses could disrupt our business and harm our financial condition and stock price. We continually evaluate the performance and strategic fit of all of…
New disclosure of deferred Flex-2 project and postponed MoReTec-2 investment decision to preserve capital during market downturn, plus new commercial-scale chemical recycling facility risks.
Table of Contents Large capital projects can take many years to complete, and market conditions could deteriorate significantly between the project approval date and the project startup date…
Kansas case previously dismissed is now described as pending with multiple causes of action. Missouri case appears removed. Net change: escalated Kansas litigation with broader claims.
Adverse results of legal proceedings could materially adversely affect us. We are subject to and may in the future be subject to a variety of legal proceedings, claims, and controversies that arise…
Pension deficit increased 5.9% year-over-year from $815M to $863M, worsening funded status and increasing future cash funding obligations.
Significant changes in pension fund investment performance or assumptions relating to pension costs may adversely affect the valuation of pension obligations, the funded status of pension plans, and…
New disclosure of EU carbon border adjustment mechanism risk for organic chemicals and polymers, creating potential competitive and cost exposure not previously disclosed.
We may incur substantial costs to comply with climate change legislation and related regulatory initiatives. There has been a broad range of proposed or promulgated international, national and state…
UN plastic pollution treaty negotiations ended without agreement in 2025, reducing near-term regulatory risk. Prior year suggested finalization by end-2025; actual failure to reach accord eases immediate regulatory pressure.
Increased regulation or deselection of plastic could lead to a decrease in demand growth for some of our products. There is concern globally with the accumulation of plastic, plastic additives, and…
LyondellBasell announced second quarter 2026 earnings results on July 31, 2026, disclosing net income of $0.6 billion ($1.71 per diluted share) and EBITDA of $1.3 billion ($2.1 billion excluding identified items). The earnings release, furnished as Exhibit 99.1, is the core disclosure under Item 2.02 and includes quarterly financial results, segment performance, cash flow, and forward guidance—all hallmarks of a standard earnings release material to investors.
View raw filing on EDGAR →LyondellBasell entered into an Eighth Amendment to its structured accounts receivable facility, extending the term to June 2027 and reducing the maximum available amount from $900 million to $700 million. This amendment materially affects the Company's liquidity and financing structure.
View raw filing on EDGAR →LyondellBasell held its Annual Meeting of shareholders on May 22, 2026, with voting results on nine proposals including director elections, auditor appointments, executive compensation advisory vote, and authorization of a share repurchase program of up to 10% of issued share capital (34,042,250 shares) through November 22, 2027.
View raw filing on EDGAR →Shareholders approved amendments to the LyondellBasell Industries Long Term Incentive Plan, authorizing an additional 8,000,000 ordinary shares for issuance and establishing per annum grant limits of $2 million for non-executive directors.
View raw filing on EDGAR →