ELECTRONIC ARTS INC.
EA · Services-Prepackaged Software · 250.8M shares · -2%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $716M (gross $1.3B, SBC $584M)
Reference price $203.10 · est. market cap ~$50.9B — last insider sale, 2026-06-15 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B70High-margin games publisher with strong operating cash flow, now subject to a pending take-private that dominates the outlook.
Strengths
- High margins and cash generation — gross margin 79.0%, operating margin 15.4% (76th), OCF margin 33.9% (84th)
- Strong coverage — interest coverage 21.92
- Durable franchises (EA Sports/FIFA, Madden, Apex) — qualitative (per 10-K)
Risks
- Pending take-private — MD&A: Sept-2025 merger agreement to be acquired by a PIF/Silver Lake-led consortium — large LBO leverage and deal-completion risk
- Flat revenue, earnings down — revenue +0.9% (11th), net income -20.9%
- Hit-driven content risk — qualitative (per 10-K)
Notable findings
- Debt accelerationRecent 8-K item 2.04 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Buying back stockNet buyback — share count -2%/yr over 4y
- Insider sellingInsider selling — 26 open-market sale(s) by 6 insider(s) (cluster of 6 insiders, ~$14M, last 6mo) Form 4 ↗
- AccumulatingInstitutional holders rose 17→18 QoQ (2025-12-31→2026-03-31)
- Notable holderHeld by 5 notable fund(s): STATE STREET CORP, CITADEL ADVISORS LLC, GOLDMAN SACHS GROUP INC +2 more (as of 2026-03-31)
- Pending mergerMERGER RISKS If our proposed Merger does not close, or is delayed, we may experience financial and operational disruptions
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
79.0%
Operating margin
15.4%
Net margin
11.8%
Return on equity
13.1%
Return on assets
6.8%
Revenue growth (QoQ)
11.5%
Net-income growth
-20.9%
Interest coverage
21.9×
Current ratio
1.0×
EBITDA
$1.5B
Tangible book value
$1.2B
Stock comp / revenue
8.7%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-22 | Canfield Stuart | Tax withheld | 1.6K | $202.15 |
| 2026-06-22 | Canfield Stuart | Option exercise | 3.2K | — |
| 2026-06-15 | Singh Vijayanthimala | Sell | 1.2K | $203.00 |
| 2026-06-15 | Miele Laura | Sell | 2.5K | $203.10 |
| 2026-06-15 | Wilson Andrew | Sell | 5.0K | $203.12 |
| 2026-05-28 | Kelly Eric Charles | Sell | 3.0K | $200.83 |
| 2026-05-21 | Wilson Andrew | Sell | 5.1K | $201.66 |
| 2026-05-20 | Canfield Stuart | Option exercise | 30K | — |
| 2026-05-20 | Canfield Stuart | Tax withheld | 15K | $201.70 |
| 2026-05-20 | Canfield Stuart | Sell | 1.5K | $201.36 |
| 2026-05-20 | Schatz Jacob J. | Option exercise | 23K | — |
| 2026-05-20 | Schatz Jacob J. | Tax withheld | 11K | $201.70 |
| 2026-05-20 | Schatz Jacob J. | Sell | 5.0K | $201.19 |
| 2026-05-20 | Miele Laura | Option exercise | 49K | — |
| 2026-05-20 | Miele Laura | Tax withheld | 25K | $201.70 |
| 2026-05-20 | Kelly Eric Charles | Option exercise | 1.5K | — |
| 2026-05-20 | Kelly Eric Charles | Tax withheld | 760 | $201.70 |
| 2026-05-20 | Wilson Andrew | Option exercise | 101K | — |
| 2026-05-20 | Wilson Andrew | Tax withheld | 50K | $201.70 |
| 2026-05-20 | Singh Vijayanthimala | Option exercise | 23K | — |
| 2026-05-20 | Singh Vijayanthimala | Tax withheld | 11K | $201.70 |
| 2026-05-18 | Wilson Andrew | Sell | 2.2K | $201.11 |
| 2026-05-17 | Canfield Stuart | Option exercise | 3.9K | — |
| 2026-05-17 | Canfield Stuart | Tax withheld | 1.9K | $200.64 |
| 2026-05-17 | Miele Laura | Tax withheld | 2.4K | $200.64 |
| 2026-05-17 | Miele Laura | Option exercise | 4.8K | — |
| 2026-05-17 | Wilson Andrew | Option exercise | 12K | — |
| 2026-05-17 | Wilson Andrew | Tax withheld | 6.0K | $200.64 |
| 2026-05-17 | Schatz Jacob J. | Tax withheld | 1.8K | $200.64 |
| 2026-05-17 | Singh Vijayanthimala | Option exercise | 3.6K | — |
| 2026-05-17 | Singh Vijayanthimala | Tax withheld | 1.8K | $200.64 |
| 2026-05-17 | Schatz Jacob J. | Option exercise | 3.6K | — |
| 2026-05-17 | Kelly Eric Charles | Tax withheld | 332 | $200.64 |
| 2026-05-17 | Kelly Eric Charles | Option exercise | 1.2K | — |
| 2026-05-17 | Kelly Eric Charles | Tax withheld | 420 | $200.64 |
| 2026-05-17 | Kelly Eric Charles | Option exercise | 727 | — |
| 2026-05-16 | Miele Laura | Tax withheld | 4.4K | $200.64 |
| 2026-05-16 | Wilson Andrew | Option exercise | 11K | — |
| 2026-05-16 | Wilson Andrew | Tax withheld | 4.5K | $200.64 |
| 2026-05-16 | Wilson Andrew | Option exercise | 22K | — |
| 2026-05-16 | Wilson Andrew | Tax withheld | 11K | $200.64 |
| 2026-05-16 | Singh Vijayanthimala | Option exercise | 3.6K | — |
| 2026-05-16 | Singh Vijayanthimala | Tax withheld | 1.2K | $200.64 |
| 2026-05-16 | Singh Vijayanthimala | Option exercise | 6.6K | — |
| 2026-05-16 | Singh Vijayanthimala | Tax withheld | 3.1K | $200.64 |
| 2026-05-16 | Schatz Jacob J. | Option exercise | 3.6K | — |
| 2026-05-16 | Schatz Jacob J. | Tax withheld | 1.2K | $200.64 |
| 2026-05-16 | Schatz Jacob J. | Option exercise | 6.6K | — |
| 2026-05-16 | Schatz Jacob J. | Tax withheld | 3.1K | $200.64 |
| 2026-05-16 | Miele Laura | Option exercise | 5.2K | — |
| 2026-05-16 | Miele Laura | Tax withheld | 1.8K | $200.64 |
| 2026-05-16 | Miele Laura | Option exercise | 8.8K | — |
| 2026-05-16 | Kelly Eric Charles | Option exercise | 1.6K | — |
| 2026-05-16 | Kelly Eric Charles | Tax withheld | 541 | $200.64 |
| 2026-05-16 | Kelly Eric Charles | Option exercise | 712 | — |
| 2026-05-16 | Kelly Eric Charles | Tax withheld | 256 | $200.64 |
| 2026-05-16 | Kelly Eric Charles | Option exercise | 1.3K | — |
| 2026-05-16 | Kelly Eric Charles | Tax withheld | 451 | $200.64 |
| 2026-05-16 | Canfield Stuart | Option exercise | 7.1K | — |
| 2026-05-16 | Canfield Stuart | Tax withheld | 2.8K | $200.64 |
| 2026-05-15 | Wilson Andrew | Sell | 5.0K | $200.54 |
| 2026-05-15 | Singh Vijayanthimala | Sell | 1.2K | $200.81 |
| 2026-05-15 | Miele Laura | Sell | 2.5K | $200.54 |
| 2026-05-01 | Hoskins Roche L Talbott | Option exercise | 116 | $202.09 |
| 2026-05-01 | Huber Jeff | Option exercise | 102 | $202.09 |
| 2026-04-15 | Wilson Andrew | Sell | 5.0K | $203.21 |
| 2026-04-15 | Singh Vijayanthimala | Sell | 1.2K | $203.25 |
| 2026-04-15 | Miele Laura | Sell | 2.5K | $203.21 |
| 2026-03-16 | Wilson Andrew | Sell | 5.0K | $199.95 |
| 2026-03-16 | Singh Vijayanthimala | Sell | 1.2K | $199.69 |
| 2026-03-16 | Miele Laura | Sell | 2.5K | $199.95 |
| 2026-02-17 | Wilson Andrew | Sell | 100 | $200.18 |
| 2026-02-17 | Wilson Andrew | Sell | 4.9K | $199.48 |
| 2026-02-17 | Singh Vijayanthimala | Sell | 1.2K | $200.63 |
| 2026-02-17 | Miele Laura | Sell | 2.5K | $199.52 |
| 2026-02-17 | Miele Laura | Sell | 20 | $200.67 |
| 2026-02-17 | Canfield Stuart | Sell | 1.5K | $199.90 |
| 2026-02-13 | Miele Laura | Other | 195 | $109.10 |
| 2026-02-13 | Canfield Stuart | Other | 195 | $109.10 |
| 2026-02-13 | Schatz Jacob J. | Other | 148 | $109.10 |
| 2026-02-13 | Kelly Eric Charles | Other | 134 | $109.10 |
| 2026-02-02 | Hoskins Roche L Talbott | Option exercise | 114 | $203.60 |
| 2026-02-02 | Huber Jeff | Option exercise | 102 | $199.89 |
| 2026-01-15 | Singh Vijayanthimala | Sell | 1.2K | $204.30 |
| 2026-01-15 | Wilson Andrew | Sell | 5.0K | $204.26 |
| 2026-01-15 | Miele Laura | Sell | 2.5K | $204.27 |
| 2025-12-26 | Gonzalez Rachel A | Gift | 2.0K | — |
| 2025-12-22 | Canfield Stuart | Option exercise | 3.2K | — |
| 2025-12-22 | Canfield Stuart | Tax withheld | 1.6K | $203.92 |
| 2025-12-15 | Wilson Andrew | Sell | 5.0K | $204.11 |
| 2025-12-15 | Singh Vijayanthimala | Sell | 1.2K | $204.11 |
| 2025-12-15 | Miele Laura | Sell | 2.5K | $204.11 |
| 2025-11-21 | Huber Jeff | Sell | 17K | $200.72 |
| 2025-11-21 | Huber Jeff | Sell | 79K | $201.17 |
| 2025-11-20 | Canfield Stuart | Sell | 1.5K | $201.65 |
| 2025-11-17 | Wilson Andrew | Sell | 5.0K | $201.05 |
| 2025-11-17 | Singh Vijayanthimala | Sell | 1.2K | $201.42 |
| 2025-11-17 | Miele Laura | Sell | 2.5K | $201.06 |
| 2025-11-17 | Canfield Stuart | Tax withheld | 1.9K | $201.06 |
| 2025-11-17 | Canfield Stuart | Option exercise | 3.9K | — |
| 2025-11-17 | Wilson Andrew | Option exercise | 12K | — |
| 2025-11-17 | Wilson Andrew | Tax withheld | 6.0K | $201.06 |
| 2025-11-17 | Kelly Eric Charles | Tax withheld | 361 | $201.06 |
| 2025-11-17 | Kelly Eric Charles | Option exercise | 727 | — |
| 2025-11-17 | Singh Vijayanthimala | Option exercise | 3.6K | — |
| 2025-11-17 | Singh Vijayanthimala | Tax withheld | 1.8K | $201.06 |
| 2025-11-17 | Miele Laura | Tax withheld | 2.4K | $201.06 |
| 2025-11-17 | Miele Laura | Option exercise | 4.8K | — |
| 2025-11-17 | Schatz Jacob J. | Option exercise | 3.6K | — |
| 2025-11-17 | Schatz Jacob J. | Tax withheld | 1.8K | $201.06 |
| 2025-11-16 | Miele Laura | Option exercise | 5.2K | — |
| 2025-11-16 | Wilson Andrew | Option exercise | 11K | — |
| 2025-11-16 | Wilson Andrew | Tax withheld | 5.3K | $201.06 |
| 2025-11-16 | Singh Vijayanthimala | Option exercise | 3.6K | — |
| 2025-11-16 | Singh Vijayanthimala | Tax withheld | 1.8K | $201.06 |
| 2025-11-16 | Schatz Jacob J. | Option exercise | 3.6K | — |
| 2025-11-16 | Schatz Jacob J. | Tax withheld | 1.8K | $201.06 |
| 2025-11-16 | Miele Laura | Tax withheld | 2.6K | $201.06 |
| 2025-11-16 | Kelly Eric Charles | Option exercise | 713 | — |
| 2025-11-16 | Kelly Eric Charles | Tax withheld | 354 | $201.06 |
| 2025-11-07 | Kelly Eric Charles | Sell | 4.0K | $200.51 |
| 2025-11-03 | Schatz Jacob J. | Gift | 500 | — |
| 2025-11-03 | Hoskins Roche L Talbott | Option exercise | 117 | $199.89 |
| 2025-11-03 | Huber Jeff | Option exercise | 103 | $199.89 |
| 2025-10-20 | Wilson Andrew | Sell | 5.0K | $200.55 |
| 2025-10-15 | Singh Vijayanthimala | Sell | 1.2K | $200.31 |
| 2025-10-15 | Schatz Jacob J. | Sell | 1.2K | $200.80 |
| 2025-10-01 | Miele Laura | Sell | 2.5K | $201.79 |
| 2025-09-29 | Singh Vijayanthimala | Sell | 1.2K | $203.40 |
| 2025-09-29 | Canfield Stuart | Sell | 6.5K | $203.40 |
| 2025-09-26 | Canfield Stuart | Sell | 3.5K | $187.80 |
| 2025-09-22 | Wilson Andrew | Sell | 2.6K | $173.24 |
| 2025-09-22 | Wilson Andrew | Sell | 2.4K | $172.31 |
| 2025-09-15 | Singh Vijayanthimala | Sell | 1.2K | $171.52 |
| 2025-09-15 | Schatz Jacob J. | Sell | 1.2K | $171.52 |
| 2025-09-02 | Miele Laura | Sell | 100 | $170.05 |
| 2025-09-02 | Miele Laura | Sell | 1.9K | $171.56 |
| 2025-09-02 | Miele Laura | Sell | 500 | $172.54 |
| 2025-08-27 | Singh Vijayanthimala | Sell | 1.2K | $172.26 |
| 2025-08-21 | Ubinas Luis A | Sell | 1.7K | $170.51 |
| 2025-08-20 | Wilson Andrew | Sell | 3.1K | $170.76 |
| 2025-08-20 | Canfield Stuart | Sell | 800 | $170.91 |
| 2025-08-20 | Canfield Stuart | Sell | 200 | $171.66 |
| 2025-08-20 | Wilson Andrew | Sell | 1.9K | $171.52 |
| 2025-08-15 | Schatz Jacob J. | Other | 32 | $109.10 |
| 2025-08-15 | Schatz Jacob J. | Sell | 500 | $173.72 |
| 2025-08-15 | Schatz Jacob J. | Sell | 600 | $174.78 |
| 2025-08-15 | Schatz Jacob J. | Sell | 100 | $178.48 |
| 2025-08-15 | Kelly Eric Charles | Other | 47 | $109.10 |
| 2025-08-02 | Ueberroth Heidi | Option exercise | 1.7K | — |
| 2025-08-02 | Bruce Kofi A | Option exercise | 1.7K | — |
| 2025-08-02 | Hoskins Roche L Talbott | Option exercise | 1.7K | — |
| 2025-08-02 | Ubinas Luis A | Option exercise | 1.7K | — |
| 2025-08-02 | Huber Jeff | Option exercise | 1.7K | — |
| 2025-08-02 | Gonzalez Rachel A | Option exercise | 1.7K | — |
| 2025-08-02 | Simonson Richard A | Option exercise | 1.7K | — |
| 2025-08-01 | Miele Laura | Sell | 700 | $155.05 |
| 2025-08-01 | Miele Laura | Sell | 1.3K | $156.94 |
| 2025-08-01 | Huber Jeff | Option exercise | 131 | $157.08 |
| 2025-08-01 | Hoskins Roche L Talbott | Option exercise | 149 | $157.08 |
| 2025-08-01 | Miele Laura | Sell | 200 | $151.84 |
| 2025-08-01 | Miele Laura | Sell | 344 | $153.25 |
| 2025-07-31 | Simonson Richard A | Option exercise | 3.9K | — |
| 2025-07-21 | Wilson Andrew | Sell | 839 | $151.60 |
| 2025-07-21 | Wilson Andrew | Sell | 1.2K | $150.64 |
| 2025-07-21 | Wilson Andrew | Sell | 910 | $153.38 |
| 2025-07-21 | Wilson Andrew | Sell | 2.1K | $152.81 |
| 2025-07-15 | Schatz Jacob J. | Sell | 800 | $148.82 |
| 2025-07-15 | Schatz Jacob J. | Sell | 700 | $147.75 |
| 2025-07-01 | Miele Laura | Sell | 353 | $160.26 |
| 2025-07-01 | Singh Vijayanthimala | Sell | 1.0K | $159.53 |
| 2025-07-01 | Miele Laura | Sell | 2.1K | $159.37 |
| 2025-06-22 | Canfield Stuart | Tax withheld | 1.6K | $150.56 |
| 2025-06-22 | Canfield Stuart | Option exercise | 3.2K | — |
| 2025-06-20 | Wilson Andrew | Sell | 4.2K | $150.45 |
| 2025-06-20 | Wilson Andrew | Sell | 700 | $151.55 |
| 2025-06-20 | Wilson Andrew | Sell | 100 | $152.32 |
| 2025-06-16 | Schatz Jacob J. | Sell | 1.5K | $148.69 |
| 2025-06-02 | Singh Vijayanthimala | Sell | 1.0K | $143.61 |
| 2025-06-02 | Miele Laura | Sell | 200 | $144.11 |
| 2025-06-02 | Miele Laura | Sell | 2.2K | $145.62 |
| 2025-06-02 | Miele Laura | Sell | 100 | $146.12 |
| 2025-05-21 | Wilson Andrew | Sell | 2.7K | $150.93 |
| 2025-05-20 | Kelly Eric Charles | Tax withheld | 400 | $150.48 |
| 2025-05-20 | Wilson Andrew | Option exercise | 53K | — |
| 2025-05-20 | Wilson Andrew | Tax withheld | 26K | $150.48 |
| 2025-05-20 | Wilson Andrew | Sell | 3.5K | $150.78 |
| 2025-05-20 | Wilson Andrew | Sell | 3.1K | $151.63 |
| 2025-05-20 | Singh Vijayanthimala | Option exercise | 12K | — |
| 2025-05-20 | Singh Vijayanthimala | Tax withheld | 6.1K | $150.48 |
| 2025-05-20 | Schatz Jacob J. | Option exercise | 12K | — |
| 2025-05-20 | Schatz Jacob J. | Tax withheld | 6.1K | $150.48 |
| 2025-05-20 | Miele Laura | Option exercise | 30K | — |
| 2025-05-20 | Miele Laura | Tax withheld | 15K | $150.48 |
| 2025-05-20 | Kelly Eric Charles | Option exercise | 1.0K | — |
| 2025-05-20 | Kelly Eric Charles | Tax withheld | 355 | $150.48 |
| 2025-05-20 | Kelly Eric Charles | Option exercise | 1.2K | — |
| 2025-05-20 | Canfield Stuart | Option exercise | 1.7K | — |
| 2025-05-20 | Canfield Stuart | Tax withheld | 832 | $150.48 |
| 2025-05-20 | Canfield Stuart | Sell | 426 | $150.89 |
| 2025-05-20 | Canfield Stuart | Sell | 574 | $151.64 |
| 2025-05-17 | Kelly Eric Charles | Tax withheld | 503 | $151.54 |
| 2025-05-17 | Kelly Eric Charles | Option exercise | 1.5K | — |
| 2025-05-17 | Canfield Stuart | Tax withheld | 3.4K | $151.54 |
| 2025-05-17 | Canfield Stuart | Option exercise | 7.8K | — |
| 2025-05-17 | Wilson Andrew | Option exercise | 24K | — |
| 2025-05-17 | Wilson Andrew | Tax withheld | 12K | $151.54 |
| 2025-05-17 | Miele Laura | Tax withheld | 4.8K | $151.54 |
| 2025-05-17 | Miele Laura | Option exercise | 9.7K | — |
| 2025-05-17 | Schatz Jacob J. | Tax withheld | 3.5K | $151.54 |
| 2025-05-17 | Schatz Jacob J. | Option exercise | 7.3K | — |
| 2025-05-17 | Singh Vijayanthimala | Option exercise | 7.3K | — |
| 2025-05-17 | Singh Vijayanthimala | Tax withheld | 3.5K | $151.54 |
| 2025-05-16 | Wilson Andrew | Option exercise | 11K | — |
| 2025-05-16 | Wilson Andrew | Option exercise | 7.0K | — |
| 2025-05-16 | Wilson Andrew | Tax withheld | 2.5K | $149.57 |
| 2025-05-16 | Wilson Andrew | Tax withheld | 5.3K | $149.57 |
| 2025-05-16 | Singh Vijayanthimala | Option exercise | 2.4K | — |
| 2025-05-16 | Singh Vijayanthimala | Tax withheld | 845 | $149.57 |
| 2025-05-16 | Singh Vijayanthimala | Option exercise | 3.6K | — |
| 2025-05-16 | Singh Vijayanthimala | Tax withheld | 1.2K | $149.57 |
| 2025-05-16 | Schatz Jacob J. | Option exercise | 2.4K | — |
| 2025-05-16 | Schatz Jacob J. | Tax withheld | 845 | $149.57 |
| 2025-05-16 | Schatz Jacob J. | Option exercise | 3.6K | — |
| 2025-05-16 | Schatz Jacob J. | Tax withheld | 1.2K | $149.57 |
| 2025-05-16 | Miele Laura | Option exercise | 3.9K | — |
| 2025-05-16 | Miele Laura | Tax withheld | 1.4K | $149.57 |
| 2025-05-16 | Miele Laura | Option exercise | 5.2K | — |
| 2025-05-16 | Miele Laura | Tax withheld | 2.2K | $149.57 |
| 2025-05-16 | Canfield Stuart | Option exercise | 1.2K | — |
| 2025-05-16 | Canfield Stuart | Tax withheld | 406 | $149.57 |
| 2025-05-16 | Kelly Eric Charles | Option exercise | 1.2K | — |
| 2025-05-16 | Kelly Eric Charles | Tax withheld | 408 | $149.57 |
| 2025-05-16 | Kelly Eric Charles | Option exercise | 716 | — |
| 2025-05-16 | Kelly Eric Charles | Tax withheld | 254 | $149.57 |
| 2025-05-16 | Kelly Eric Charles | Option exercise | 712 | — |
| 2025-05-16 | Kelly Eric Charles | Tax withheld | 247 | $149.57 |
| 2025-05-16 | Kelly Eric Charles | Sell | 2.0K | $151.04 |
| 2025-05-15 | Schatz Jacob J. | Sell | 100 | $147.99 |
| 2025-05-15 | Schatz Jacob J. | Sell | 300 | $150.43 |
| 2025-05-15 | Schatz Jacob J. | Sell | 1.1K | $149.58 |
| 2025-05-08 | Miele Laura | Sell | 1.4K | $155.35 |
| 2025-05-08 | Miele Laura | Sell | 849 | $156.33 |
| 2025-05-08 | Miele Laura | Sell | 264 | $154.29 |
| 2025-05-01 | Singh Vijayanthimala | Sell | 400 | $144.90 |
| 2025-05-01 | Singh Vijayanthimala | Sell | 50 | $146.74 |
| 2025-05-01 | Singh Vijayanthimala | Sell | 550 | $145.93 |
| 2025-05-01 | Ueberroth Heidi | Option exercise | 137 | $145.10 |
| 2025-05-01 | Simonson Richard A | Option exercise | 142 | $145.10 |
| 2025-05-01 | Hoskins Roche L Talbott | Option exercise | 161 | $145.10 |
| 2025-05-01 | Huber Jeff | Option exercise | 142 | $145.10 |
| 2025-05-01 | Gonzalez Rachel A | Option exercise | 156 | $145.10 |
| 2025-04-22 | Wilson Andrew | Sell | 1.2K | $144.08 |
| 2025-04-22 | Wilson Andrew | Sell | 2.9K | $145.62 |
| 2025-04-22 | Wilson Andrew | Sell | 877 | $146.31 |
| 2025-04-15 | Schatz Jacob J. | Sell | 1.5K | $145.65 |
| 2025-04-01 | Singh Vijayanthimala | Sell | 1.0K | $145.00 |
| 2025-04-01 | Miele Laura | Sell | 1.6K | $144.89 |
| 2025-04-01 | Miele Laura | Sell | 895 | $145.49 |
| 2025-03-20 | Wilson Andrew | Sell | 3.2K | $142.17 |
| 2025-03-20 | Wilson Andrew | Sell | 1.3K | $142.98 |
| 2025-03-20 | Wilson Andrew | Sell | 470 | $143.55 |
| 2025-03-17 | Schatz Jacob J. | Sell | 1.5K | $138.98 |
| 2025-03-03 | Miele Laura | Sell | 100 | $131.54 |
| 2025-03-03 | Singh Vijayanthimala | Sell | 1.0K | $130.38 |
| 2025-03-03 | Miele Laura | Sell | 800 | $129.41 |
| 2025-03-03 | Miele Laura | Sell | 1.6K | $130.72 |
| 2025-02-20 | Wilson Andrew | Sell | 800 | $130.77 |
| 2025-02-20 | Canfield Stuart | Sell | 850 | $129.98 |
| 2025-02-20 | Wilson Andrew | Sell | 4.2K | $130.02 |
| 2025-02-20 | Canfield Stuart | Sell | 150 | $130.85 |
| 2025-02-18 | Schatz Jacob J. | Sell | 1.5K | $128.60 |
| 2025-02-16 | Canfield Stuart | Option exercise | 2.5K | $129.40 |
| 2025-02-16 | Canfield Stuart | Tax withheld | 911 | $129.40 |
| 2025-02-14 | Schatz Jacob J. | Other | 147 | $109.99 |
| 2025-02-14 | Miele Laura | Other | 175 | $109.99 |
| 2025-02-14 | Kelly Eric Charles | Other | 133 | $109.99 |
| 2025-02-14 | Canfield Stuart | Other | 176 | $109.99 |
| 2025-02-06 | Miele Laura | Sell | 900 | $131.54 |
| 2025-02-06 | Miele Laura | Sell | 100 | $129.00 |
| 2025-02-06 | Miele Laura | Sell | 1.5K | $130.53 |
| 2025-02-05 | Ueberroth Heidi | Option exercise | 163 | $122.91 |
| 2025-02-05 | Simonson Richard A | Option exercise | 167 | $122.91 |
| 2025-02-03 | Hoskins Roche L Talbott | Option exercise | 190 | $122.91 |
| 2025-02-03 | Huber Jeff | Option exercise | 168 | $122.91 |
| 2025-02-03 | Gonzalez Rachel A | Option exercise | 185 | $122.91 |
| 2025-02-03 | Singh Vijayanthimala | Sell | 1.0K | $122.03 |
| 2025-01-21 | Wilson Andrew | Sell | 1.1K | $141.95 |
| 2025-01-21 | Wilson Andrew | Sell | 3.8K | $142.88 |
| 2025-01-21 | Wilson Andrew | Sell | 114 | $143.42 |
| 2025-01-15 | Schatz Jacob J. | Sell | 1.5K | $143.45 |
| 2025-01-02 | Singh Vijayanthimala | Sell | 1.0K | $147.57 |
| 2025-01-02 | Miele Laura | Sell | 1.8K | $145.88 |
| 2025-01-02 | Miele Laura | Sell | 700 | $146.83 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (8)
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-05 | ResultsOtherExhibits | filing ↗ |
| 2026-02-10 | Other | filing ↗ |
| 2026-02-03 | ResultsOtherExhibits | filing ↗ |
| 2026-01-06 | 1.02Debt accelerationOther | filing ↗ |
| 2025-12-23 | Shareholder voteExhibits | filing ↗ |
| 2025-12-15 | Other | filing ↗ |
| 2025-10-28 | ResultsOtherExhibits | filing ↗ |
| 2025-09-29 | Material agreementReg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 10-K | 2026-05-11 | 2026-03-31 | 0001628280-26-033617 ↗ |
| 8-K | 2026-05-05 | 2026-05-01 | 0000712515-26-000053 ↗ |
| 8-K | 2026-02-10 | 2026-02-09 | 0001140361-26-004514 ↗ |
| 8-K | 2026-02-03 | 2026-01-29 | 0000712515-26-000012 ↗ |
| 10-Q | 2026-02-03 | 2025-12-31 | 0001628280-26-005101 ↗ |
| 8-K | 2026-01-06 | 2026-01-06 | 0000712515-26-000002 ↗ |
| 8-K | 2025-12-23 | 2025-12-22 | 0001140361-25-046555 ↗ |
| 8-K | 2025-12-15 | 2025-09-28 | 0001140361-25-045522 ↗ |
| 10-Q | 2025-10-31 | 2025-09-30 | 0001628280-25-047811 ↗ |
| 8-K | 2025-10-28 | 2025-10-24 | 0000712515-25-000063 ↗ |
| 8-K | 2025-09-29 | 2025-09-28 | 0001140361-25-036415 ↗ |
| 8-K | 2025-08-15 | 2025-08-14 | 0000712515-25-000034 ↗ |