Welcome to our dedicated page for International Business Machines SEC filings (Ticker: IBM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
IBM鈥檚 filings are renowned for their depth鈥攐ne 10-K can stretch beyond 300 pages of hybrid-cloud revenue tables, mainframe cycle disclosures and quantum research spend. Finding that single note on Red Hat deferred revenue or tracing executive stock awards across appendices isn鈥檛 quick work.
Stock Titan solves the problem in seconds. Our AI-powered summaries turn IBM SEC filings explained simply, flagging the datapoints you search for most: cloud ARR growth, services backlog, and pension impacts. AG真人官方-time feeds capture every IBM Form 4 insider transactions real-time, so you never miss when a director buys shares ahead of a zSystems launch.
Need specifics? The list below shows where each form answers common questions investors ask:
- 10-K / annual report 鈥� IBM annual report 10-K simplified reveals segment profit, hybrid cloud momentum and long-term debt structure.
- 10-Q / quarterly earnings 鈥� IBM quarterly earnings report 10-Q filing pairs AI commentary with charts on consulting margin trends.
- Form 4 鈥� Track IBM insider trading Form 4 transactions to gauge confidence; alerts push IBM executive stock transactions Form 4 within minutes of EDGAR posting.
- 8-K 鈥� IBM 8-K material events explained covers sudden leadership moves or large client wins.
- DEF 14A 鈥� IBM proxy statement executive compensation decodes pay vs. performance math.
From IBM earnings report filing analysis to understanding IBM SEC documents with AI, every disclosure is indexed, summarized and searchable. Stop scrolling through PDFs鈥攃ompare quarter-over-quarter cloud revenue, monitor insider sentiment, or export data for models, all from one page.
On 22 July 2025, DXC Technology Company (DXC) held its 2025 Annual Meeting of Stockholders and disclosed the certified voting results in this Form 8-K (Item 5.07).
- Board elections: All ten director nominees鈥攈eaded by David A. Barnes and Raul J. Fernandez鈥攚ere elected to serve until the 2026 meeting. Support levels were strong, with the lowest "For" tally at 136.2 million votes and the highest at 142.6 million; broker non-votes totaled 18.5 million for each nominee.
- Auditor ratification: Deloitte & Touche LLP was re-appointed as independent auditor for FY 2026, receiving 151.7 million "For" votes versus 10.2 million "Against" and 0.4 million abstentions.
- Say-on-pay: Shareholders approved the advisory vote on named-executive compensation with 135.6 million "For" votes (approx. 93% of votes cast), 7.5 million "Against," and 0.7 million abstentions.
No other matters were brought before shareholders, and there were no disclosures regarding financial performance, strategic transactions, or guidance. The filing is primarily procedural, confirming continued shareholder support for DXC鈥檚 leadership, compensation practices, and external auditor.
Etsy, Inc. (ETSY) has filed a Form 144 dated 24 Jul 2025 disclosing a proposed insider sale. CEO Josh Silverman intends to dispose of 140,000 common shares, to be brokered through UBS Financial Services. At the market price implied in the filing, the lot is valued at $9.1 million, equal to roughly 0.13% of the 104.28 million shares outstanding. The shares come from a same-day cash exercise of employee stock options and may be sold on or after 24 Jul 2025.
The notice also details Silverman鈥檚 recent activity: over the past three months he sold 195,998 shares across three transactions, generating $10.8 million in gross proceeds. Form 144 is only an advance notice鈥攕ales may or may not occur鈥攂ut continued insider selling can create a modest overhang and may be read as a negative signal on near-term management outlook. No operational, earnings or guidance data accompany the filing.
EastGroup Properties (EGP) Q2-25 10-Q highlights: Rental revenues rose 11.5% YoY to $177.3 m and six-month revenues climbed 12.3% to $351.7 m. Net income for the quarter increased 14.5% to $63.3 m ($1.20 diluted EPS), while year-to-date EPS of $2.35 was essentially flat because the prior-year period included an $8.8 m property-sale gain. Same-property NOI advanced 5.9% YTD. New and renewal leases achieved +45.8% cash rent spreads, reflecting strong industrial demand.
The operating portfolio was 97.1% leased and 96.0% occupied at 30-Jun; only 4.6% of annualised base rent expires in 2H-25. Operating cash flow increased 15.6% to $277.1 m and funded $207.9 m of development, improvements and land purchases. Unsecured borrowings fell to $1.46 bn after repayment of a $50 m loan and refinancing of a $100 m term loan at an effective 4.97% rate; Moody鈥檚 affirmed the Baa2 rating and lifted the outlook to positive.
Equity issuance provided $148 m YTD and a further $117 m post-quarter, supporting an 18-project (3.7 m sq ft) development pipeline that is 16% pre-leased and budgeted at $531 m. Quarterly dividends of $1.40/sh were declared. Comprehensive income was trimmed by an $11.1 m unrealised loss on interest-rate swaps. Subsequent events include the $61.4 m purchase of two Raleigh distribution buildings (318 k sq ft) and an $8.5 m Orlando land acquisition (37 acres).
On 06/30/2025, Director Michael D. Eisner filed a Form 4 indicating the acquisition of 343 IAC Inc. (ticker: IAC) common share units at $37.34 per share under the company鈥檚 Non-Employee Director Deferred Compensation Plan. After the transaction, Eisner鈥檚 aggregate beneficial ownership totals 170,711 shares, consisting of 167,349 shares held directly (including those in a grantor trust) and 3,362 share units accrued in the deferred plan. No sales or derivative security transactions were reported, and ownership remains classified as direct. This filing reflects a routine compensation-related share accrual rather than an open-market purchase or a material change in insider positioning.
Bank of Montreal (BMO) is issuing US$6.196 million of Senior Medium-Term Notes, Series K 鈥� Autocallable Barrier Notes with Contingent Coupons 鈥� linked to Lam Research Corp. (LRCX) common stock.
- Contingent Coupon: 1.1925% monthly (鈮�14.31% p.a.) paid only if LRCX closes 鈮� Coupon Barrier (67% of Initial Level, $65.12) on the relevant Observation Date.
- Automatic Redemption: Starting 30-Dec-2025, if LRCX closes > Initial Level on any Observation Date, the note is redeemed at par plus the coupon; no further payments occur.
- Maturity / Principal Risk: 03-Aug-2026. If not called and LRCX closes < Trigger Level (67% of Initial), investors lose 1% of principal for every 1% decline (down to zero). If LRCX stays 鈮� Trigger Level, principal is returned.
- Issue Economics: Price to public 100%; estimated initial value $972.97 (鈮�97.3% of face) reflecting embedded fees/hedging. Agent鈥檚 commission 2.15%.
- Denomination & Liquidity: $1,000 minimum. Unlisted; secondary market, if any, only through BMOCM. Value sensitive to BMO credit spreads and market volatility.
- Credit & Tax: Unsecured BMO obligation; subject to BMO credit risk and complex U.S. tax treatment (pre-paid contingent income-bearing derivative).
The product targets investors seeking high conditional income and limited downside buffer, willing to forego upside above coupons, accept potential principal loss below a 33% decline, and tolerate issuer credit and liquidity risks.
Palo Alto Networks, Inc. (PANW) 鈥� Form 144 filing dated July 1, 2025 discloses a proposed secondary sale of 300,000 common shares by family-related trusts through J.P. Morgan Securities LLC. The shares carry an estimated aggregate market value of $61.392 million based on recent prices and represent approximately 0.05 % of the company鈥檚 666.8 million shares outstanding, implying limited ownership dilution because no new shares are being issued.
The trusts involved (Hawk Family Trust and multiple Cliff Family Trust sub-accounts) have been active sellers. Over the previous three months they completed eight open-market transactions totaling 鈮�959,796 shares and $145.6 million in gross proceeds, with sales executed on 11-Apr-2025, 1-May-2025 and 2-Jun-2025. The forthcoming 300 k-share block would lift the rolling four-month total to roughly 1.26 million shares.
All sales are made pursuant to Rule 144, which permits resale of restricted or control securities subject to volume, manner-of-sale and notice requirements. The seller certifies that no undisclosed material adverse information is known and, if applicable, that any Rule 10b5-1 trading plan was adopted on the date indicated.
Investment takeaways:
- The filing signals continued insider-related supply but on a scale unlikely to materially affect PANW鈥檚 float or trading liquidity.
- Because these are secondary sales, no cash flows to the company; proceeds accrue solely to the trusts.
- Investors may nevertheless monitor insider sentiment, especially given the nine-month cadence of sizable disposals.
Palo Alto Networks, Inc. (PANW) 鈥� Form 144 filing dated July 1, 2025 discloses a proposed secondary sale of 300,000 common shares by family-related trusts through J.P. Morgan Securities LLC. The shares carry an estimated aggregate market value of $61.392 million based on recent prices and represent approximately 0.05 % of the company鈥檚 666.8 million shares outstanding, implying limited ownership dilution because no new shares are being issued.
The trusts involved (Hawk Family Trust and multiple Cliff Family Trust sub-accounts) have been active sellers. Over the previous three months they completed eight open-market transactions totaling 鈮�959,796 shares and $145.6 million in gross proceeds, with sales executed on 11-Apr-2025, 1-May-2025 and 2-Jun-2025. The forthcoming 300 k-share block would lift the rolling four-month total to roughly 1.26 million shares.
All sales are made pursuant to Rule 144, which permits resale of restricted or control securities subject to volume, manner-of-sale and notice requirements. The seller certifies that no undisclosed material adverse information is known and, if applicable, that any Rule 10b5-1 trading plan was adopted on the date indicated.
Investment takeaways:
- The filing signals continued insider-related supply but on a scale unlikely to materially affect PANW鈥檚 float or trading liquidity.
- Because these are secondary sales, no cash flows to the company; proceeds accrue solely to the trusts.
- Investors may nevertheless monitor insider sentiment, especially given the nine-month cadence of sizable disposals.
Palo Alto Networks, Inc. (PANW) 鈥� Form 144 filing dated July 1, 2025 discloses a proposed secondary sale of 300,000 common shares by family-related trusts through J.P. Morgan Securities LLC. The shares carry an estimated aggregate market value of $61.392 million based on recent prices and represent approximately 0.05 % of the company鈥檚 666.8 million shares outstanding, implying limited ownership dilution because no new shares are being issued.
The trusts involved (Hawk Family Trust and multiple Cliff Family Trust sub-accounts) have been active sellers. Over the previous three months they completed eight open-market transactions totaling 鈮�959,796 shares and $145.6 million in gross proceeds, with sales executed on 11-Apr-2025, 1-May-2025 and 2-Jun-2025. The forthcoming 300 k-share block would lift the rolling four-month total to roughly 1.26 million shares.
All sales are made pursuant to Rule 144, which permits resale of restricted or control securities subject to volume, manner-of-sale and notice requirements. The seller certifies that no undisclosed material adverse information is known and, if applicable, that any Rule 10b5-1 trading plan was adopted on the date indicated.
Investment takeaways:
- The filing signals continued insider-related supply but on a scale unlikely to materially affect PANW鈥檚 float or trading liquidity.
- Because these are secondary sales, no cash flows to the company; proceeds accrue solely to the trusts.
- Investors may nevertheless monitor insider sentiment, especially given the nine-month cadence of sizable disposals.
Schedule 13D/A Amendment No. 6 for Gabelli Healthcare & Wellness Rx Trust (GRX) Preferred Shares discloses updated ownership information for multiple Gabelli-related entities and individuals.
Aggregate ownership: The Reporting Persons now hold 1,514,000 preferred shares, equal to 45.49 % of the 3,328,500 shares outstanding as of 30 Jun 2025. Key positions include:
- Associated Capital Group (AC): 400,000 shares 鈥� 12.02 %
- GAMCO Investors (GBL): 400,000 shares 鈥� 12.02 %
- Mario J. Gabelli (individual): 400,000 shares 鈥� 12.02 %
- Gabelli Foundation: 314,000 shares 鈥� 9.43 %
Recent transactions (26 Jun 2025): Several entities surrendered a total of 1,440,000 preferred shares (Series E & Series G) at $10.00 per share under the Fund鈥檚 put right to redeem up to 100 % of its outstanding cumulative preferred stock. The largest single surrender was 830,000 shares by Mario J. Gabelli.
Post-transaction, the group retains a controlling minority of the preferred class, maintaining significant influence over matters requiring preferred-shareholder approval. All reporting persons exercise sole voting and dispositive power over their respective holdings; no shared power is reported. No new legal proceedings or changes in control arrangements were disclosed.
Implications for investors: While the surrender materially reduces absolute ownership, the group鈥檚 collective stake remains large at 45 %. The buy-back at par ($10) may signal limited upside in the current preferred valuation and could affect liquidity of the remaining float. However, continued alignment of interests between the Gabelli entities and preferred shareholders persists.
On 06/30/2025, IBM filed a Form 4 showing that director Andrew N. Liveris converted a portion of his board fees into 331 鈥淧romised Fee Shares鈥� under the company鈥檚 Deferred Compensation and Equity Award Plan. The transaction is coded "A" (acquisition) and carries a notional valuation reference of $294.78 per underlying share, but no cash was paid; the shares will be distributed only after the director retires. As a result, Liveris鈥� total beneficial ownership increases to 42,008 IBM common shares. The filing involves less than 0.0004 % of IBM鈥檚 ~920 million shares outstanding, entails no open-market activity, and has no immediate effect on share count, cash flow, or corporate control. Overall, the disclosure is a routine, compensation-related insider acquisition with negligible financial or strategic impact on the company.