{"filing":{"accession_number":"0001628280-26-036154","cik":"0000078814","ticker":"PBI-PB","company_name":"PITNEY BOWES INC /DE/","form":"8-K","filing_date":"2026-05-19","report_date":null,"primary_document":"pbi-20260518.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/78814/000162828026036154/pbi-20260518.htm"},"events":[{"id":10213,"run_id":8957,"accession_number":"0001628280-26-036154","anchor_item_number":"1.01","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.75,"summary":"Pitney Bowes entered into a material amendment to its Credit Agreement on May 18, 2026, extending the maturity date of its revolving credit facility and term loan A facility by five years and modifying financial covenants including interest coverage and leverage ratios.","company_name":"PITNEY BOWES INC /DE/","ticker":"PBI-PB","filing_date":"2026-05-19","form":"8-K","submitted_at":null,"items":[{"id":331,"accession_number":"0001628280-26-036154","item_number":"1.01","item_title":"ENTRY INTO A MATERIAL DEFINITIVE AGREEMENT","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.75,"reasoning":"Pitney Bowes entered into a material amendment to its Credit Agreement on May 18, 2026, extending the maturity date of its revolving credit facility and term loan A facility by five years and modifying financial covenants. While this is a refinancing/amendment rather than a traditional M\u0026A transaction, it constitutes a material definitive agreement affecting the company's capital structure and debt obligations, which is the substance of Item 1.01 disclosures. The covenant modifications (interest coverage, leverage ratios) and maturity extension are material to investors assessing the company's financial flexibility and debt management.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-05-20T02:43:59.087392+00:00","company_name":"","ticker":null,"filing_date":""},{"id":332,"accession_number":"0001628280-26-036154","item_number":"2.03","item_title":"CREATION OF A DIRECT FINANCIAL OBLIGATION OR AN OBLIGATION UNDER AN OFF-BALANCE SHEET ARRANGEMENT OF A REGISTRANT","event_type":"other_material","event_domain":"catchall","is_material":true,"confidence":0.45,"reasoning":"Item 2.03 discloses creation of a direct financial obligation via an \"Amendment\" referenced in Item 1.01, but the section provided contains only a cross-reference without substantive detail. The amendment could relate to debt restructuring, covenant modifications, or other material financial arrangements. Without the full Item 1.01 text, the specific event type cannot be determined with confidence; however, the materiality of Item 2.03 disclosure and the reference to an amendment suggests a material financial event warranting classification.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-05-20T02:43:59.087392+00:00","company_name":"","ticker":null,"filing_date":""},{"id":333,"accession_number":"0001628280-26-036154","item_number":"7.01","item_title":"REGULATION FD DISCLOSURE","event_type":"other_material","event_domain":"catchall","is_material":true,"confidence":0.45,"reasoning":"The filing discloses entry into an \"Amendment\" via press release on May 19, 2026, but the specific nature and materiality of the amendment are not detailed in the provided text. The vague reference to \"the Amendment\" without context (e.g., debt amendment, contract amendment, governance amendment) prevents precise classification into a more specific event type. Given the Item 7.01 disclosure and press release issuance, the event appears material enough to warrant disclosure, but the lack of substantive detail necessitates the catch-all category.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-05-20T02:43:59.087392+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":331,"accession_number":"0001628280-26-036154","item_number":"1.01","item_title":"ENTRY INTO A MATERIAL DEFINITIVE AGREEMENT","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.75,"reasoning":"Pitney Bowes entered into a material amendment to its Credit Agreement on May 18, 2026, extending the maturity date of its revolving credit facility and term loan A facility by five years and modifying financial covenants. While this is a refinancing/amendment rather than a traditional M\u0026A transaction, it constitutes a material definitive agreement affecting the company's capital structure and debt obligations, which is the substance of Item 1.01 disclosures. The covenant modifications (interest coverage, leverage ratios) and maturity extension are material to investors assessing the company's financial flexibility and debt management.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-05-20T02:43:59.087392+00:00","company_name":"PITNEY BOWES INC /DE/","ticker":"PBI-PB","filing_date":"2026-05-19"},{"id":332,"accession_number":"0001628280-26-036154","item_number":"2.03","item_title":"CREATION OF A DIRECT FINANCIAL OBLIGATION OR AN OBLIGATION UNDER AN OFF-BALANCE SHEET ARRANGEMENT OF A REGISTRANT","event_type":"other_material","event_domain":"catchall","is_material":true,"confidence":0.45,"reasoning":"Item 2.03 discloses creation of a direct financial obligation via an \"Amendment\" referenced in Item 1.01, but the section provided contains only a cross-reference without substantive detail. The amendment could relate to debt restructuring, covenant modifications, or other material financial arrangements. Without the full Item 1.01 text, the specific event type cannot be determined with confidence; however, the materiality of Item 2.03 disclosure and the reference to an amendment suggests a material financial event warranting classification.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-05-20T02:43:59.087392+00:00","company_name":"PITNEY BOWES INC /DE/","ticker":"PBI-PB","filing_date":"2026-05-19"},{"id":333,"accession_number":"0001628280-26-036154","item_number":"7.01","item_title":"REGULATION FD DISCLOSURE","event_type":"other_material","event_domain":"catchall","is_material":true,"confidence":0.45,"reasoning":"The filing discloses entry into an \"Amendment\" via press release on May 19, 2026, but the specific nature and materiality of the amendment are not detailed in the provided text. The vague reference to \"the Amendment\" without context (e.g., debt amendment, contract amendment, governance amendment) prevents precise classification into a more specific event type. Given the Item 7.01 disclosure and press release issuance, the event appears material enough to warrant disclosure, but the lack of substantive detail necessitates the catch-all category.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-05-20T02:43:59.087392+00:00","company_name":"PITNEY BOWES INC /DE/","ticker":"PBI-PB","filing_date":"2026-05-19"}]}
