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Check Point Software (CHKP) posted solid Q2-25 results. Revenue rose 6% YoY to $665 m on double-digit growth from Products & Licenses (+12%) and Security Subscriptions (+10%). Calculated billings gained 4% to $642 m, while Remaining Performance Obligation reached $2.4 bn (+6%), underscoring forward visibility.

• Profitability: GAAP operating income was $204 m (31% margin). Non-GAAP operating income of $271 m generated a 41% margin. GAAP EPS increased 6% to $1.84; non-GAAP EPS climbed 9% to $2.37.
• Cash & Capital: Operating cash flow improved to $262 m (vs. $200 m a year ago). Total cash, marketable securities and deposits stand at $2.91 bn, down from $3.06 bn YoY, reflecting $270 m of M&A spend and a $325 m buyback of 1.5 m shares.
• Growth drivers: Management highlighted momentum in Email, SASE and Quantum Force appliances and closed the Veriti acquisition to enhance the Infinity platform.

CEO Nadav Zafrir cites a "healthy pipeline" and strong July indicators heading into H2-25. No formal guidance was provided.

Form 4 discloses that Gwendolyn Ann Montgomery, Chief Human Resources Officer of Gates Industrial Corp plc (GTES), reported routine equity activity on 27 Jul 2025.

• 18,374 ordinary shares were acquired at $0.00 per share upon vesting of previously granted time-based restricted stock units (Transaction Code M).
• 8,043 shares were surrendered at $25.31 (Code F) to satisfy tax and par-value obligations tied to that vesting.
• Net effect: the officer鈥檚 direct holdings rose by 10,331 shares to 98,198 shares.
• The insider still holds 42,583 unvested TBRSUs that vest in equal annual tranches.

No open-market purchases or sales occurred; the transactions reflect standard compensation vesting and tax withholding. Impact on float and insider sentiment is negligible.

Gates Industrial Corp. plc (GTES) 鈥� Form 4 insider transaction. On 27-Jul-2025, Thomas G. Pitstick, President-Americas, converted 25,484 time-based RSUs into ordinary shares at no cost (Code M). To cover par value and tax obligations, 11,155 shares were withheld and disposed at $25.31 each (Code F). After the transactions, Pitstick directly owns 229,288 ordinary shares, up 14,329 shares from the prior balance.

In Table II, the 25,484 RSUs were removed from the derivative column; 56,124 RSUs remain outstanding, vesting in two future annual installments. No open-market purchases or sales occurred; activity reflects routine equity award vesting. No changes in indirect ownership were reported.

Form 4 filed 29 Jul 2025 reports Gates Industrial (GTES) Chief Legal Officer Cristin C. Bracken鈥檚 scheduled equity-comp vesting.

• 20,347 ordinary shares acquired at $0 via time-based RSU (TBRSU) conversion on 27 Jul 2025.
• 8,907 shares automatically withheld at $25.31 to cover par value and tax obligations.
• Net direct ownership increase: +11,440 shares.
• Post-transaction holdings: 108,085 ordinary shares directly owned plus 51,275 unvested RSUs subject to future vesting.

No open-market transactions occurred; activity is routine compensation settlement and is unlikely to be materially market-moving.

GTES Form 4 (filed 29-Jul-25) details Chief Financial Officer Lawrence B. Mallard鈥檚 27-Jul-25 equity transactions.

• RSU conversion: 39,461 time-based restricted stock units (TBRSUs) were converted into an equal number of ordinary shares (Transaction Code M, price $0.00).
• Withholding for taxes: 17,273 of the newly issued shares were automatically withheld (Code F) at $25.31 to cover par value and tax obligations.
• Net result: Mallard鈥檚 direct ownership increased by 22,188 shares to 199,815 ordinary shares.
• Remaining equity incentives: 85,530 unvested TBRSUs continue to vest in roughly equal annual tranches.

No open-market purchases or sales occurred; activity stems from routine vesting of previously granted equity.

Gates Industrial Corp. plc (GTES) 鈥� Form 4 insider transaction, filed 29-Jul-2025. CEO & Director Ivo Jurek reported activity dated 27-Jul-2025.

• Equity acquisition: 186,668 ordinary shares received upon vesting of time-based restricted stock units (Transaction code 鈥淢鈥�) at a stated price of $0.00.
• Shares withheld: 81,709 shares automatically surrendered for par value and tax-withholding obligations (code 鈥淔鈥�) at $25.31 per share.
• Post-transaction ownership: 1,788,761 ordinary shares held directly and 680,894 shares held indirectly through a trust. Direct stake rose by a net 104,959 shares versus pre-vesting levels.
• Derivative position: 338,855 unvested TBRSUs remain outstanding, vesting in three equal installments from the original grant date.

No sale of open-market shares occurred; activity relates solely to equity compensation vesting and associated withholding. The filing signals continued alignment of the CEO鈥檚 economic interests with shareholders but does not disclose new financial results or company-level developments.

Form 4 filing overview (GTES): Thomas G. Pitstick, President-Americas of Gates Industrial Corporation plc, reported several option exercises and related share withholdings on 18 June 2025.

• Options exercised (Code M): 119,370 ordinary shares at strike prices of $9.84, $6.56 and $6.95.
• Shares withheld (Code F): 75,206 shares at $21.95 to cover exercise price and tax obligations; these are treated as disposals back to the issuer, not open-market sales.
• Net ownership change: Beneficial holdings increased by 9,479 shares to 214,959 shares.
• Derivative positions: All underlying options reported as fully vested and, after the transactions, reduced to 34,685 unexercised options.

The filing reflects routine executive compensation activity rather than market purchases or sales. The dollar amounts are modest relative to Gates鈥� 鈮� 285 million shares outstanding, suggesting limited impact on the company鈥檚 valuation or insider-sentiment interpretation.