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 |
|---|---|---|---|---|---|
| Johnston Joseph Patrick | EVP & President, AW | 2026-09-01 | Grant/award | 645 | $0 |
| van der Berg Andrea Michele | EVP & Chief Financial Officer | 2026-09-01 | Grant/award | 1693 | $0 |
| KOCH D CHRISTIAN | Director | 2026-08-13 | Grant/award | 1247 | $150K |
| ELLIS EARL RAY | Director | 2026-05-14 | Grant/award | 1711 | $200K |
| FRIEL ROBERT F | Director | 2026-05-14 | Grant/award | 2481 | $290K |
| Glatch Lisa | Director | 2026-05-14 | Grant/award | 1711 | $200K |
| Harker Victoria D | Director | 2026-05-14 | Grant/award | 1711 | $200K |
| Morelli Mark D | Director | 2026-05-14 | Grant/award | 1711 | $200K |
| Peribere Jerome A | Director | 2026-05-14 | Grant/award | 1711 | $200K |
| Tretikov Lila | Director | 2026-05-14 | Grant/award | 1711 | $200K |
| Yadav Uday | Director | 2026-05-14 | Grant/award | 1711 | $200K |
| McShane Geri-Michelle | SVP, CAO | 2026-05-07 | Option exercise | 3147 | $273K |
| McShane Geri-Michelle | SVP, CAO | 2026-05-07 | Open-market sell | 4269 | $501K |
| Peribere Jerome A | Director | 2026-05-04 | Open-market buy | 1210 | $141K |
| Aulick Rodney | EVP & President, WSS | 2026-03-05 | Tax withholding | 234 | $30K |
| Cho Albert | EVP, Strategy | 2026-03-05 | Tax withholding | 177 | $22K |
| Cozad Stacy | EVP & Chief Legal Officer | 2026-03-05 | Tax withholding | 70 | $9K |
| Emmerich Meredith | EVP & Pres, AW | 2026-03-05 | Tax withholding | 158 | $20K |
| Grogan William K | EVP & Chief Financial Officer | 2026-03-05 | Tax withholding | 641 | $81K |
| McGann Michael J. | EVP & President, MCS | 2026-03-05 | Tax withholding | 238 | $30K |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Risk exposure broadened materially across geopolitical, supply chain, technology, and regulatory dimensions, with no offsetting easings. China-Taiwan conflict and expanded critical-material dependencies (lithium batteries, rare earth elements, carbide seals) represent the sharpest new supply chain vulnerabilities, while simultaneous escalation of AI-related risks — spanning cybersecurity attack vectors, product defect liability, and EU AI Act compliance — adds a second front of substantive new exposure. Goodwill growth to $9B amplifies impairment sensitivity alongside heightened FCC renewal language, adding an asset-value dimension to an already broadening risk profile.
4 company-specific · 6 common-mode
New explicit risks added: ERP software implementation vulnerabilities, generative AI attack methods, and extended incident investigation timelines affecting disclosure obligations.
Cybersecurity incidents, data breaches, or other disruptions, and software and system implementations involving our enterprise or operational information technology, connected products and services…
Addition of "AI capabilities" as a new defect risk category represents a material escalation, reflecting emerging product risk exposure not previously disclosed.
Defects, unanticipated or improper use, or inadequate disclosures about our products could adversely affect our business, reputation and financial condition. Defects or quality issues in the…
Goodwill and intangible assets increased from $8B to $9B (12.5% increase), raising impairment exposure. Language shift from "failure of FCC to renew" to "FCC non-renewal" suggests heightened regulatory risk.
We may incur impairment charges for our goodwill and other indefinite-lived intangible assets. We have a significant amount of goodwill and purchased intangible assets on our Consolidated Balance…
Added material new risks: IP law changes, technological obsolescence of IP, license renegotiation disruption. Escalates prior boilerplate to substantive competitive and operational threats.
Infringement or expiration of our intellectual property rights, or allegations that we have infringed on the intellectual property rights of third parties could adversely affect us. We rely on…
Added China-Taiwan conflict risk and Supreme Court tariff ruling uncertainty, escalating geopolitical and trade policy risks materially affecting cost structure.
Inflation, tariffs, customs duties, and other manufacturing and operating cost increases or fluctuations have adversely affected, and may continue to adversely affect, our cash flows and results of…
New geopolitical risks added: U.S.-Venezuela/Iran conflicts, Latin America relations, expanded Taiwan supply chain dependencies (lithium batteries, carbide seals, rare earth elements), and explicit AI/cybersecurity threats to IP.
Geopolitical, regulatory, economic, foreign exchange and other risks associated with our global sales, supply chain and operations may adversely affect our business. In 2025, 58% of our total revenue…
New specific risks added: China-Taiwan conflict, export restrictions on critical materials, ERP implementation disruptions. These represent material escalation of supply chain and geopolitical exposure.
A material disruption to any of our facilities or operations, or those of third parties upon which we rely, may adversely affect our business and financial performance. Our operations and businesses…
New explicit mention of "supply chain disruptions" as a project risk. Prior year omitted this; now disclosed as material operational hazard.
We may be unable to successfully execute large projects or meet customer timelines, budget, performance, or safety requirements. A portion of our revenue comes from complex, multi-year projects that…
New disclosure of AI implementation and emerging EU AI Act compliance obligations; competitive disadvantage language added; expanded regulatory scope (EU Data Act added).
Risks Related to Legal and Regulatory Failure to comply with business conduct laws, regulations and policies, including anti-corruption, anti-trust, trade, and data privacy and security, could have a…
New explicit disclosure of AI, data privacy, and cybersecurity regulatory risks as material and growing threats alongside IP litigation.
We face risks related to legal and regulatory proceedings. We are subject to various U.S. and foreign laws, regulations and other requirements, any violation of which could potentially create…
Xylem entered into a $1.5 billion Five-Year Revolving Credit Facility Agreement on September 8, 2026, with an option to increase to $2.0 billion, and terminated a prior $1 billion revolving credit facility. This represents a material refinancing and expansion of the company's credit capacity, affecting its capital structure and liquidity position.
View raw filing on EDGAR →Xylem Inc. issued a press release on July 28, 2026 announcing its financial results for the quarter ended June 30, 2026, disclosing revenue of $2.3 billion (up 2% reported, 1% organic), earnings per share of $1.11 (up 19%), and adjusted EPS of $1.46 (up 16%). The filing includes condensed consolidated financial statements and updated full-year 2026 guidance. This is a standard quarterly earnings release material to investors' assessment of the company's financial performance and outlook.
View raw filing on EDGAR →Xylem completed a $1 billion public offering of senior notes ($500M 2033 Notes at 5.200% and $500M 2036 Blue Notes at 5.450%), governed by a supplemental indenture dated May 29, 2026. The proceeds are earmarked for debt refinancing and general corporate purposes, representing a material capital structure event.
View raw filing on EDGAR →