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 |
|---|---|---|---|---|---|
| Keller Frank | Pres., Checkout Sol. & PayPal | 2026-09-03 | Open-market sell 10b5-1 | 2427 | $133K |
| Keller Frank | Pres., Checkout Sol. & PayPal | 2026-09-03 | Open-market sell 10b5-1 | 1000 | $56K |
| Keller Frank | Pres., Checkout Sol. & PayPal | 2026-09-03 | Open-market sell 10b5-1 | 1185 | $67K |
| Kereere Suzan | President, Global Markets | 2026-09-03 | Open-market sell 10b5-1 | 1100 | $60K |
| Kereere Suzan | President, Global Markets | 2026-09-03 | Open-market sell 10b5-1 | 995 | $56K |
| Kereere Suzan | President, Global Markets | 2026-09-03 | Open-market sell 10b5-1 | 1284 | $73K |
| Natali Chris | SVP, Chief Accounting Officer | 2026-09-03 | Open-market sell 10b5-1 | 552 | $30K |
| Keller Frank | Pres., Checkout Sol. & Paypal | 2026-09-01 | Option exercise | 3418 | $0 |
| Keller Frank | Pres., Checkout Sol. & Paypal | 2026-09-01 | Option exercise | 6903 | $0 |
| Keller Frank | Pres., Checkout Sol. & Paypal | 2026-09-01 | Tax withholding | 5709 | $301K |
| Kereere Suzan | President, Global Markets | 2026-09-01 | Option exercise | 6903 | $0 |
| Kereere Suzan | President, Global Markets | 2026-09-01 | Tax withholding | 3524 | $186K |
| Miller Jamie S | Chief Fin & Op Officer | 2026-09-01 | Option exercise | 7414 | $0 |
| Miller Jamie S | Chief Fin & Op Officer | 2026-09-01 | Tax withholding | 3785 | $199K |
| Natali Chris | SVP, Chief Accounting Officer | 2026-09-01 | Option exercise | 1023 | $0 |
| Natali Chris | SVP, Chief Accounting Officer | 2026-09-01 | Option exercise | 103 | $0 |
| Natali Chris | SVP, Chief Accounting Officer | 2026-09-01 | Tax withholding | 390 | $21K |
| Webster Aaron | EVP, Global Chief Risk Officer | 2026-09-01 | Option exercise | 4602 | $0 |
| Webster Aaron | EVP, Global Chief Risk Officer | 2026-09-01 | Tax withholding | 2097 | $110K |
| Kereere Suzan | President, Global Markets | 2026-08-18 | Open-market sell 10b5-1 | 3362 | $205K |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
A demonstrated August 2025 service disruption with fraud losses and regulatory/litigation exposure converts cybersecurity from hypothetical to realized risk, anchoring a broad worsening across technology, regulatory, and macro themes. Regulatory pressure is compounding simultaneously — expanded consumer protection enforcement, new digital asset compliance obligations, and accelerated tax audit exposure add meaningful near-term liability surface. U.S. tariffs and reciprocal trade measures further concretize macro demand risk that was previously disclosed only in generic terms.
1 company-specific · 4 common-mode
Added concrete August 2025 service disruption example with fraudulent activity, transaction losses, and regulatory/litigation exposure. Escalates from hypothetical to demonstrated risk.
Business interruptions or systems failures may impair the availability of our websites, applications, products or services, or otherwise harm our business. Our systems and operations and those of our…
New explicit disclosure of AI-enabled threats as a cybersecurity risk. Escalates threat landscape beyond traditional attacks, reflecting emerging vulnerability.
CYBERSECURITY AND TECHNOLOGY RISKS Cyberattacks and security vulnerabilities could result in serious harm to our reputation, business, and financial condition. Techniques used to attempt to obtain…
Added explicit reference to expanded enforcement of consumer protection laws and ongoing enforcement activity with civil penalties, escalating regulatory risk.
We are regularly subject to general litigation, regulatory scrutiny, and government inquiries. We are regularly subject to claims, individual and class action lawsuits, arbitration proceedings…
Added specific disclosure of recent U.S. tariffs and reciprocal trade measures as concrete, current threat to global economy and company demand, escalating from generic trade risk language.
Global and regional economic conditions could harm our business. Adverse global and regional economic conditions such as political unrest and turmoil affecting the banking system or financial…
Added digital asset services compliance obligations and shifted tax audit discussion forward, escalating regulatory scope and near-term tax risk exposure.
Changes in tax laws, exposure to unanticipated additional tax liabilities, or implementation of reporting or record-keeping obligations could have a material adverse effect on our business. An…
PayPal issued a press release on July 28, 2026 announcing its financial results for the quarter ended June 30, 2026, disclosing key metrics including net revenues of $8.7 billion (5% growth), GAAP EPS of $1.25 (3% decline), and non-GAAP EPS of $1.38 (1% decline), along with updated full-year guidance. This is a standard quarterly earnings release disclosure under Item 2.02.
View raw filing on EDGAR →Diego Scotti departed as EVP, General Manager, Consumer Group effective June 2, 2026. The filing discloses his separation agreement and severance eligibility under the company's equity plan.
View raw filing on EDGAR →PayPal held its Annual Meeting of Stockholders with voting results on six proposals: election of 11 directors (96.6%–99.3% approval), advisory approval of named executive officer compensation (90.2%), approval of the 2026 Equity Incentive Award Plan (72.5%), ratification of PricewaterhouseCoopers LLP as auditor (91.2%), and rejection of two stockholder proposals on conflict zones policy and special meeting thresholds.
View raw filing on EDGAR →