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 |
|---|---|---|---|---|---|
| CUTLER ALEXANDER M | Director | 2026-08-28 | Grant/award | 365 | $50K |
| Lowery Frederick M. | Director | 2026-08-28 | Grant/award | 283 | $39K |
| Macpherson Donald G | Director | 2026-08-28 | Grant/award | 237 | $32K |
| BREEN EDWARD D | Director | 2026-08-17 | Gift | 34485 | $0 |
| Barber Madeleine G | VP Chief Accounting Officer | 2026-08-06 | Tax withholding | 101 | $15K |
| Ferreira Beth | President, Diversified Indstrl | 2026-08-06 | Tax withholding | 374 | $55K |
| Koch Lori | CEO, Director | 2026-06-02 | Open-market sell | 261 | $13K |
| Franzen Antonella B | SVP & CFO | 2026-05-31 | Tax withholding | 1558 | $75K |
| Koch Lori | CEO, Director | 2026-05-31 | Tax withholding | 4673 | $224K |
| CUTLER ALEXANDER M | Director | 2026-05-29 | Grant/award | 1033 | $50K |
| Lowery Frederick M. | Director | 2026-05-29 | Grant/award | 800 | $39K |
| Macpherson Donald G | Director | 2026-05-29 | Grant/award | 671 | $32K |
| BREEN EDWARD D | Director | 2026-05-21 | Grant/award | 4030 | $0 |
| Brady Amy G. | Director | 2026-05-21 | Grant/award | 4030 | $0 |
| CHANDY RUBY R | Director | 2026-05-21 | Grant/award | 4030 | $0 |
| CUTLER ALEXANDER M | Director | 2026-05-21 | Grant/award | 4030 | $0 |
| LICO JAMES A | Director | 2026-05-21 | Grant/award | 4030 | $0 |
| Lowery Frederick M. | Director | 2026-05-21 | Grant/award | 4030 | $0 |
| Macpherson Donald G | Director | 2026-05-21 | Grant/award | 4030 | $0 |
| McMaken Kurt B | Director | 2026-05-21 | Grant/award | 4030 | $0 |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
DuPont's risk profile is reshaping around the Qnity separation and Aramids divestiture, introducing fresh covenant constraints, indemnification exposure, and PFAS liability escalation that outweigh the relief from abandoning the Electronics Separation. The new $1.4B Minimum EBITDA covenant materially limits portfolio flexibility, while a SAMR antitrust investigation into Tyvek and sharpened environmental remediation uncertainty add regulatory and contingent liability weight. Partial offsets — reduced international sales concentration and contractual tax-liability sharing with Qnity — are real but do not neutralize the net worsening on the legal and strategic axes.
6 company-specific · 4 eased/removed
New disclosure of material divestiture risk. Aramids sale expected Q1 2026 with regulatory, timing, and operational separation uncertainties that could impact value and results.
The timing and outcome of the Aramids Divestiture is subject to risk and uncertainties. The Aramids Divestiture is expected to close around the end of the first quarter 2026, subject to customary…
New disclosure of trade tensions, tariffs, export controls, and specific SAMR antitrust investigation into Tyvek business. China represents ~10% of sales; material geopolitical and regulatory risk.
Risks Related to Regulatory Changes and Compliance Risks related to recent trade disputes, responsive actions, investigations by foreign governments, regulations and policies could have an adverse…
New separation (Qnity) introduces fresh indemnification obligations and legacy liabilities exposure, expanding DuPont's contingent liability footprint beyond prior Dow/Corteva separations.
In connection with the Qnity Distribution, certain liabilities are allocated to or retained by DuPont through assumption or indemnification of Qnity. If DuPont is required to make payments pursuant…
New disclosure of Qnity Distribution and reset Minimum EBITDA covenant at $1.4B materially constrains DuPont's portfolio flexibility and divestiture capacity post-separation.
Failure to effectively manage acquisitions, divestitures, alliances and other portfolio actions could adversely impact the Company’s business, results of operations, financial condition and cash…
Environmental remediation cost estimation now explicitly acknowledges "considerable uncertainty" and potential for "materially higher" liabilities than accrued, escalating disclosure of PFAS/Stray Liability risk.
In connection with the DWDP Distributions, certain liabilities are allocated to or retained by DuPont through assumption or indemnification of Dow and/or Corteva, as applicable. If DuPont is required…
New disclosure of Qnity tax liability allocation under Electronics Tax Matters Agreement expands Company's potential indemnification exposure beyond prior DWDP structure.
If the Corteva Distribution or the Dow Distribution, in each case, together with certain related transactions, were to fail to qualify for non-recognition treatment for U.S. federal income tax…
Removal of major strategic separation risk. Intended Electronics Separation no longer disclosed as material risk, indicating transaction abandoned or substantially de-risked.
Risks related to the Intended Electronics Separation DuPont may be unable to achieve all the benefits that it expects to achieve from the Intended Electronics Separation, if the Intended Electronics…
Removal of Electronics Separation risk eliminates material uncertainty around $7.2B debt refinancing, credit rating downgrades, and liquidity constraints tied to that transaction.
The Intended Electronics Separation may adversely impact DuPont’s ability to access the capital markets and its cost of capital. The Intended Electronics Separation may have the effect of, among…
International sales declined from 67% to 53% of net sales, reducing exposure to geopolitical and FX risks. Removal of Asia Pacific/China emphasis and South Korean won exposure also signals reduced concentration risk.
A significant percentage of the Company’s net sales are generated from the Company’s international operations and are subject to economic, geo-political, foreign exchange and other risks. DuPont…
Addition of Electronics Tax Matters Agreement allocation mechanism with Qnity reduces DuPont's direct tax liability exposure by contractually shifting portions to Qnity based on Applicable Percentage.
DuPont is subject to continuing contingent tax-related liabilities of Dow and Corteva following the DWDP Distributions. After the DWDP Distributions, there are several significant areas where the…
DuPont entered into a settlement agreement with the State of North Carolina and 11 local entities to resolve PFAS-related litigation and claims, with DuPont's pre-tax share valued at approximately $126 million (net present value ~$125 million) in aggregate cash payments over 15 years. The settlement resolves multiple claims relating to PFAS contamination from the Fayetteville Works facility and AFFF use.
View raw filing on EDGAR →DuPont issued a press release on August 4, 2026, announcing second quarter 2026 financial results, including net sales of $1.8 billion (up 4%), GAAP income from continuing operations of $191 million, adjusted EPS of $1.88, and raised full-year 2026 guidance. The press release is attached as Exhibit 99.1 and disclosed under Item 2.02 (Results of Operations and Financial Condition), which is the standard Item for earnings releases.
View raw filing on EDGAR →DuPont held its Annual Meeting of Stockholders on May 21, 2026, with shareholders voting on four agenda items: election of 10 directors, advisory approval of executive compensation, ratification of PricewaterhouseCoopers LLP as auditor, and approval of a reverse stock split amendment. The reverse stock split approval is particularly material as it represents a significant corporate action requiring stockholder authorization.
View raw filing on EDGAR →The Board of Directors approved a 1-for-3 reverse stock split effective June 24, 2026, which directly affects share count and per-share metrics for all shareholders.
View raw filing on EDGAR →