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 |
|---|---|---|---|---|---|
| Konieczny Peter | Chief Executive Officer | 2026-09-03 | Option exercise | 11131 | — |
| Konieczny Peter | Chief Executive Officer | 2026-09-03 | Tax withholding | 590 | $28K |
| Wilson Ian | EXECUTIVE VICE PRESIDENT | 2026-09-02 | Option exercise | 5782 | — |
| Wilson Ian | EXECUTIVE VICE PRESIDENT | 2026-09-02 | Tax withholding | 514 | $24K |
| Konieczny Peter | Chief Executive Officer | 2026-08-28 | Option exercise | 9753 | — |
| Konieczny Peter | Chief Executive Officer | 2026-08-28 | Tax withholding | 517 | $0 |
| Rasin Deborah | GENERAL COUNSEL | 2026-08-28 | Option exercise | 3643 | — |
| Rasin Deborah | GENERAL COUNSEL | 2026-08-28 | Tax withholding | 1614 | $0 |
| SORRELLS JULIE MARIE | V.P. & CORPORATE CONTROLLER | 2026-08-28 | Option exercise | 1047 | — |
| SORRELLS JULIE MARIE | V.P. & CORPORATE CONTROLLER | 2026-08-28 | Tax withholding | 350 | $0 |
| Suarez Gonzalez Susana | EX. VP & CHIEF HUMAN RESOURCES | 2026-08-28 | Option exercise | 4554 | — |
| Suarez Gonzalez Susana | EX. VP & CHIEF HUMAN RESOURCES | 2026-08-28 | Tax withholding | 1654 | $0 |
| Wilson Ian | EXECUTIVE VICE PRESIDENT | 2026-08-28 | Option exercise | 5616 | — |
| Rasin Deborah | GENERAL COUNSEL | 2026-08-26 | Option exercise | 3748 | — |
| Rasin Deborah | GENERAL COUNSEL | 2026-08-26 | Tax withholding | 1661 | $0 |
| SORRELLS JULIE MARIE | V.P. & CORPORATE CONTROLLER | 2026-08-26 | Option exercise | 769 | — |
| SORRELLS JULIE MARIE | V.P. & CORPORATE CONTROLLER | 2026-08-26 | Tax withholding | 272 | $0 |
| Suarez Gonzalez Susana | EX. VP & CHIEF HUMAN RESOURCES | 2026-08-26 | Option exercise | 4682 | — |
| Suarez Gonzalez Susana | EX. VP & CHIEF HUMAN RESOURCES | 2026-08-26 | Tax withholding | 2075 | $0 |
| Konieczny Peter | Chief Executive Officer | 2026-02-27 | Option exercise | 34000 | — |
Fiscal period ending 2026-06-30 versus 2025-06-30 — view filing on EDGAR →
The risk profile has meaningfully worsened, driven by two concurrent strategic overhangs: a $650M Berry acquisition synergy target with material failure risk, and a $2.5B active divestiture program carrying significant execution and disruption risk. Operational and compliance exposure also broadened, with new Middle East conflict impacts on energy and supply chains, expanded human rights/labor obligations across the value chain, and escalating geopolitical demand risk — partially offset only by the closure of a post-merger tax liability.
2 company-specific · 1 eased/removed · 3 common-mode
New disclosure of material Berry acquisition integration risk, including $650M synergy target and failure-to-realize risk affecting financial results.
Integration — We may face challenges with integrating acquisitions and achieving the financial and other results and benefits anticipated at the time of acquisition. We may face challenges in…
New disclosure of active portfolio review targeting $2.5B in sales for divestiture/restructuring. Material strategic uncertainty, execution risk, and potential business disruption that investors would act on.
Strategic Review of Portfolio — Our strategic review of our portfolio may cause disruptions to our business, may not result in the completion of transactions to restructure or divest all non-core…
Removal of merger-related tax liability risk disclosure indicates resolution or closure of post-merger tax integration issues, reducing material tax exposure previously flagged.
Merger Related Tax Liabilities — Additional tax liabilities could have a material impact on our financial condition, results of operations, and/or liquidity. We operate in a number of jurisdictions…
Emerging market exposure decreased (25% to 19%), but geopolitical risk language escalated: Russia-Ukraine conflict removed, Middle East conflict elevated as "current," and new consumer demand risk from inflation added.
International Operations — Our international operations subject us to various risks that could adversely affect our business operations and financial results. We have operations throughout the…
Added specific Middle East conflict impact on energy prices and supply chains; new disclosure of renewable energy investment requirements and emissions-related regulatory exposure.
Raw Materials — Price fluctuations or shortages in the availability of raw materials, energy, and other inputs could adversely affect our business. As a manufacturer of packaging products, our…
New disclosure of supply chain labor/human rights compliance risks, worker safety exposure, and enhanced monitoring obligations. Expands scope beyond direct operations to value chain.
Operations EHS Risks — We are subject to risks, liabilities, and costs related to EHS laws and regulations, as well as changes in the global climate, that could adversely affect our business. We…
Fiscal period ending 2025-06-30 versus 2024-06-30 — view filing on EDGAR →
The Amcor-Berry merger has fundamentally reset the company's risk profile, with debt doubling to $14.1B, goodwill nearly tripling to $18.7B, and integration execution risk now dominating across strategy, operations, controls, and cybersecurity. Leverage is the most acute near-term concern, compounded by merger-specific tax liabilities, a 37% unionized workforce, and acknowledged inability to fully offset rising tariffs. The sole meaningful offset — variable-rate debt exposure cut from 30% to 17% — is modest relative to the scale of new exposures introduced.
11 company-specific · 1 eased/removed · 2 common-mode
Material new risk: Amcor-Berry merger integration failure could disrupt operations, lose customers/talent, and prevent synergy realization. Newly disclosed post-close risk.
Risks Relating to the Merger of Amcor and Berry Successful Integration — The combined company may be unable to successfully integrate the businesses of Amcor and Berry in the expected time frame or…
New disclosure of substantial merger costs and integration risks. Material transaction and restructuring expenses, with uncertain timing and potential for synergies not to offset costs.
Substantial Merger Costs — We have incurred, and expect to continue to incur, substantial costs as a result of the Merger. We have incurred a substantial amount of non-recurring costs associated…
New disclosure of material merger integration risk. Failure to realize synergies, cost savings, and anticipated benefits could materially harm operations, financial condition, and shareholder value.
Inability to Realize Merger Benefits — The combined company may be unable to realize the anticipated benefits of the Merger. The combined company's ability to realize the anticipated benefits of…
Debt doubled from $6.7B to $14.1B, indicating material M&A or capital raise. Combined company language signals acquisition. Substantially increased leverage worsens financial risk.
Indebtedness and Credit Rating — The combined company's indebtedness may limit its flexibility and increase its borrowing costs or result in a downgrade in our credit rating, which could reduce our…
Goodwill and intangible assets nearly tripled from $6.7B to $18.7B post-Merger, materially increasing impairment risk exposure and potential adverse impact on financial position.
Goodwill and Other Intangible Assets — As a result of the Merger, our goodwill and other intangible assets have increased significantly, and a significant impairment would have a material adverse…
New disclosure of 37% unionized workforce, recent merger complexity, and explicit risk of labor disputes, strikes, and higher costs warrant investor attention.
Labor Disputes — Our business could be adversely affected by labor disputes and an inability to renew collective bargaining agreements at acceptable terms. As of June 30, 2025, approximately 37% of…
New disclosure of material tax liabilities tied to Amcor-Berry merger. Merger-specific tax risks and ongoing audits across multiple jurisdictions could materially impact financial condition and liquidity.
Merger Related Tax Liabilities — Additional tax liabilities could have a material impact on our financial condition, results of operations, and/or liquidity. We operate in a number of jurisdictions…
Addition of "recent combination with Berry" signals a major acquisition completed, introducing integration risks and execution uncertainty not previously disclosed.
Expanding Our Current Business — We may be unable to expand our current business effectively through organic growth, investments, or acquisitions. Our business strategy includes both organic…
Added disclosure of Berry merger integration risk and SOX 404 control environment assessment exclusion, escalating internal control complexity and near-term compliance burden.
Internal Controls — If we fail to maintain an effective system of internal control over financial reporting, we may not be able to accurately report our financial results which may adversely affect…
New disclosure of post-merger talent retention risks, integration complexity, and labor market pressures. Material because it directly threatens execution of business strategy and operational performance.
Attracting, Developing, and Retaining Talent — If we are unable to attract, develop, and retain our global executive management team and our other skilled workforce, we may be adversely affected.…
The departure of the Division President, Global Flexible Packaging Solutions from his officer role is the loss of a critical executive, directly realizing the risk that the company may be unable to retain its global executive management team, which the risk factor warns could adversely impact execution of business plans and overall performance.
Fred Stephan, the Company's Division President, Global Flexible Packaging Solutions, will retire from his officer role effective June 30, 2026.
Added specific integration risk: "successfully integrate Berry into our cybersecurity risk programs." Suggests material M&A with cybersecurity integration challenges.
Information Technology and Cybersecurity Risks Cybersecurity Risk — The disruption of our operations or risk of loss of our sensitive business information could negatively impact our financial…
Variable rate debt exposure cut from 30% to 17%, materially reducing interest rate risk and borrowing cost volatility. Significant deleveraging or refinancing achievement.
Financial Risks Interest Rates — Rising interest rates increase our borrowing costs on our variable rate indebtedness and could have other negative impacts. As of June 30, 2025, approximately 17%…
New disclosure of material tariff exposure. Company acknowledges inability to fully mitigate rising tariffs announced April 2025, impacting raw material costs and supply chains.
Trade Policy - Our business may be impacted by changes to trade policy, including tariff and custom regulations, or failure to comply with such regulations may have an adverse effect on our…
Added explicit cybersecurity/ransomware risk from geopolitical tensions; shifted emerging market exposure from 27% to 25% (minor). New disclosure of enhanced technology infrastructure risks.
International Operations — Our international operations subject us to various risks that could adversely affect our business operations and financial results. We have operations throughout the…
The Board accepted the resignation of PricewaterhouseCoopers AG, Switzerland as the independent registered public accounting firm and appointed PricewaterhouseCoopers LLP, United States as the new auditor, effective August 14, 2026. This is a direct auditor change disclosed under Item 4.01, with no disagreements or reportable events noted, driven by the Company's status as a US domestic reporting company and increasing US operations.
View raw filing on EDGAR →Amcor issued a press release on August 12, 2026, disclosing financial results for the fourth quarter and fiscal year ended June 30, 2026. The disclosure includes comprehensive GAAP and adjusted non-GAAP results (net sales, net income, EPS, EBITDA, free cash flow), segment performance, and forward guidance for the transition period. This is a standard earnings release furnished as Exhibit 99.1 under Item 2.02, with material financial metrics showing strong performance (net sales up 57% to $23.5 billion, net income up 116% to $1.1 billion, adjusted EPS up 13% to $4.02).
View raw filing on EDGAR →The disclosure centers on the appointment of Ryan D. Yost as Division President, Global Flexible Packaging Solutions, effective June 15, 2026, with detailed compensation terms including a $1,000,000 base salary, MIP participation, LTIP grants, a $175,000 sign-on bonus, and $1,600,000 in retention equity. While Fred Stephan's retirement is also disclosed, the substantive focus and length of the filing emphasizes Yost's appointment and compensation package, making this the principal event. The appointment of a senior division president with significant compensation arrangements is material to investors.
View raw filing on EDGAR →