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STOCK TITAN

[8-K] Walgreens Boots Alliance, Inc Reports Material Event

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K
Rhea-AI Filing Summary

Paychex Inc. (PAYX) � Form 5 Annual Statement of Changes in Beneficial Ownership

The filing reports the end-of-fiscal-year (31 May 2025) equity holdings of Mark Anthony Bottini, Senior Vice President of Sales. No new insider transactions are listed for the period; the document only updates cumulative ownership.

  • Direct common-stock holding: 79,360 shares
  • Indirect holding: 1,772 shares through the company 401(k) plan
  • Employee Stock Purchase Plan (ESPP): 36 shares
  • Outstanding stock options: 383,887 options across ten grants with strike prices ranging from $57.24 to $121.63 and expiration dates from July 2026 to July 2034

The absence of reported acquisitions or dispositions suggests that Mr. Bottini neither bought nor sold PAYX shares during FY 2025 under Section 16 reporting rules. His sizable equity and option position continues to align management incentives with shareholder interests, but the filing itself does not signal an operational or financial change for the company.

Paychex Inc. (PAYX) � Modulo 5 Dichiarazione Annuale delle Variazioni nella Proprietà Beneficiaria

Il documento riporta le partecipazioni azionarie al termine dell'esercizio fiscale (31 maggio 2025) di Mark Anthony Bottini, Vicepresidente Senior delle Vendite. Non sono riportate nuove transazioni interne per il periodo; il documento aggiorna solo la proprietà cumulativa.

  • Detenzione diretta di azioni ordinarie: 79.360 azioni
  • Detenzione indiretta: 1.772 azioni tramite il piano 401(k) aziendale
  • Piano di Acquisto Azionario per Dipendenti (ESPP): 36 azioni
  • Opzioni azionarie in essere: 383.887 opzioni suddivise in dieci concessioni con prezzi di esercizio che variano da $57,24 a $121,63 e scadenze da luglio 2026 a luglio 2034

L’assenza di acquisizioni o cessioni segnalate indica che il Sig. Bottini non ha né acquistato né venduto azioni PAYX durante l’anno fiscale 2025 secondo le norme della Sezione 16. La sua consistente posizione in azioni e opzioni continua ad allineare gli incentivi della direzione con gli interessi degli azionisti, ma il documento stesso non indica cambiamenti operativi o finanziari per la società.

Paychex Inc. (PAYX) � Formulario 5 Declaración Anual de Cambios en la Propiedad Beneficiaria

El informe detalla las participaciones accionarias al cierre del año fiscal (31 de mayo de 2025) de Mark Anthony Bottini, Vicepresidente Senior de Ventas. No se registran nuevas transacciones internas durante el periodo; el documento solo actualiza la propiedad acumulada.

  • Tenencia directa de acciones comunes: 79,360 acciones
  • Tenencia indirecta: 1,772 acciones a través del plan 401(k) de la empresa
  • Plan de Compra de Acciones para Empleados (ESPP): 36 acciones
  • Opciones sobre acciones vigentes: 383,887 opciones repartidas en diez concesiones con precios de ejercicio desde $57.24 hasta $121.63 y vencimientos entre julio de 2026 y julio de 2034

La ausencia de adquisiciones o disposiciones reportadas sugiere que el Sr. Bottini no compró ni vendió acciones de PAYX durante el año fiscal 2025 según las normas de la Sección 16. Su significativa posición en acciones y opciones continúa alineando los incentivos de la dirección con los intereses de los accionistas, pero el informe en sí no indica cambios operativos o financieros para la empresa.

Paychex Inc. (PAYX) � 양도소득 보고�(Form 5) 연례 소유� 변� 보고�

� 보고서는 마크 앤서� 보티�(Mark Anthony Bottini) 영업부 수석 부사장� 회계연도 �(2025� 5� 31�) 주식 보유 현황� 보고합니�. 해당 기간 동안 새로� 내부� 거래� 없으�, 문서� 누적 소유권만 업데이트합니�.

  • 직접 보유 보통�: 79,360�
  • 간접 보유: 회사 401(k) 플랜� 통해 1,772�
  • 직원 주식 구매 계획(ESPP): 36�
  • 미행� 주식 옵션: 행사가격이 $57.24에서 $121.63 사이이고 만료일이 2026� 7월부� 2034� 7월까지� 10건의 부여를 합쳐 383,887 옵션

보고� 매입 또는 처분� 없다� 점은 보티� 부사장� 2025 회계연도 동안 섹션 16 보고 규정� 따라 PAYX 주식� 매수하거� 매도하지 않았음을 의미합니�. 그의 상당� 주식 � 옵션 보유� 경영진의 인센티브� 주주 이익� 계속 일치시키지�, � 보고� 자체� 회사� 운영 또는 재무 변� 신호� 나타내지 않습니다.

Paychex Inc. (PAYX) � Formulaire 5 Déclaration Annuelle des Modifications de la Propriété Bénéficiaire

Le dépôt rapporte les participations en actions de Mark Anthony Bottini, Vice-Président Senior des Ventes, à la clôture de l'exercice fiscal (31 mai 2025). Aucune nouvelle transaction d'initié n'est mentionnée pour la période ; le document met uniquement à jour la propriété cumulée.

  • Détention directe d’actions ordinaires : 79 360 actions
  • Détention indirecte : 1 772 actions via le plan 401(k) de l’entreprise
  • Plan d’Achat d’Actions pour les Employés (ESPP) : 36 actions
  • Options d’achat d’actions en circulation : 383 887 options réparties sur dix attributions avec des prix d’exercice allant de 57,24 $ à 121,63 $ et des dates d’expiration de juillet 2026 à juillet 2034

L’absence d’acquisitions ou de cessions déclarées suggère que M. Bottini n’a ni acheté ni vendu d’actions PAYX au cours de l’exercice 2025 selon les règles de déclaration de la Section 16. Sa position importante en actions et options continue d’aligner les incitations de la direction avec les intérêts des actionnaires, mais le dépôt lui-même ne signale aucun changement opérationnel ou financier pour la société.

Paychex Inc. (PAYX) � Formular 5 Jahresbericht über Änderungen im wirtschaftlichen Eigentum

Die Einreichung berichtet über die Aktienbestände von Mark Anthony Bottini, Senior Vice President Sales, zum Ende des Geschäftsjahres (31. Mai 2025). Für den Zeitraum sind keine neuen Insider-Transaktionen aufgeführt; das Dokument aktualisiert lediglich den kumulativen Besitz.

  • Direkter Besitz von Stammaktien: 79.360 Aktien
  • Indirekter Besitz: 1.772 Aktien über den firmeninternen 401(k)-Plan
  • Mitarbeiteraktienkaufprogramm (ESPP): 36 Aktien
  • Ausstehende Aktienoptionen: 383.887 Optionen aus zehn Zuteilungen mit Ausübungspreisen von $57,24 bis $121,63 und Laufzeiten von Juli 2026 bis Juli 2034

Das Fehlen gemeldeter Käufe oder Verkäufe deutet darauf hin, dass Herr Bottini im Geschäftsjahr 2025 keine PAYX-Aktien gemäß den Berichtspflichten nach Abschnitt 16 gekauft oder verkauft hat. Seine beträchtliche Aktien- und Optionsposition sorgt weiterhin für eine Ausrichtung der Managementanreize an den Interessen der Aktionäre, das Dokument selbst signalisiert jedoch keine operativen oder finanziellen Veränderungen für das Unternehmen.

Positive
  • None.
Negative
  • None.

Insights

TL;DR: Routine Form 5; confirms sizeable insider alignment, no trading activity, minimal market impact.

This annual Form 5 discloses only Mr. Bottini’s cumulative holdings. The direct stake of ~79k shares (�$9 million at $115/share) plus 384k options provides meaningful economic exposure, reinforcing incentive alignment. However, without purchase or sale transactions, it conveys no new sentiment signal. Investors typically view static year-end reports as administrative, with little predictive value for price movement.

TL;DR: Neutral filing; positions unchanged, no liquidity events, not trade-worthy.

The document confirms Mr. Bottini’s long-dated option portfolio and share ownership but introduces no catalysts. Strike prices on newer grants (> $112) imply confidence in long-term appreciation, yet such grants are standard practice. With no Form 4 trades, I consider the filing non-impactful for portfolio decisions.

Paychex Inc. (PAYX) � Modulo 5 Dichiarazione Annuale delle Variazioni nella Proprietà Beneficiaria

Il documento riporta le partecipazioni azionarie al termine dell'esercizio fiscale (31 maggio 2025) di Mark Anthony Bottini, Vicepresidente Senior delle Vendite. Non sono riportate nuove transazioni interne per il periodo; il documento aggiorna solo la proprietà cumulativa.

  • Detenzione diretta di azioni ordinarie: 79.360 azioni
  • Detenzione indiretta: 1.772 azioni tramite il piano 401(k) aziendale
  • Piano di Acquisto Azionario per Dipendenti (ESPP): 36 azioni
  • Opzioni azionarie in essere: 383.887 opzioni suddivise in dieci concessioni con prezzi di esercizio che variano da $57,24 a $121,63 e scadenze da luglio 2026 a luglio 2034

L’assenza di acquisizioni o cessioni segnalate indica che il Sig. Bottini non ha né acquistato né venduto azioni PAYX durante l’anno fiscale 2025 secondo le norme della Sezione 16. La sua consistente posizione in azioni e opzioni continua ad allineare gli incentivi della direzione con gli interessi degli azionisti, ma il documento stesso non indica cambiamenti operativi o finanziari per la società.

Paychex Inc. (PAYX) � Formulario 5 Declaración Anual de Cambios en la Propiedad Beneficiaria

El informe detalla las participaciones accionarias al cierre del año fiscal (31 de mayo de 2025) de Mark Anthony Bottini, Vicepresidente Senior de Ventas. No se registran nuevas transacciones internas durante el periodo; el documento solo actualiza la propiedad acumulada.

  • Tenencia directa de acciones comunes: 79,360 acciones
  • Tenencia indirecta: 1,772 acciones a través del plan 401(k) de la empresa
  • Plan de Compra de Acciones para Empleados (ESPP): 36 acciones
  • Opciones sobre acciones vigentes: 383,887 opciones repartidas en diez concesiones con precios de ejercicio desde $57.24 hasta $121.63 y vencimientos entre julio de 2026 y julio de 2034

La ausencia de adquisiciones o disposiciones reportadas sugiere que el Sr. Bottini no compró ni vendió acciones de PAYX durante el año fiscal 2025 según las normas de la Sección 16. Su significativa posición en acciones y opciones continúa alineando los incentivos de la dirección con los intereses de los accionistas, pero el informe en sí no indica cambios operativos o financieros para la empresa.

Paychex Inc. (PAYX) � 양도소득 보고�(Form 5) 연례 소유� 변� 보고�

� 보고서는 마크 앤서� 보티�(Mark Anthony Bottini) 영업부 수석 부사장� 회계연도 �(2025� 5� 31�) 주식 보유 현황� 보고합니�. 해당 기간 동안 새로� 내부� 거래� 없으�, 문서� 누적 소유권만 업데이트합니�.

  • 직접 보유 보통�: 79,360�
  • 간접 보유: 회사 401(k) 플랜� 통해 1,772�
  • 직원 주식 구매 계획(ESPP): 36�
  • 미행� 주식 옵션: 행사가격이 $57.24에서 $121.63 사이이고 만료일이 2026� 7월부� 2034� 7월까지� 10건의 부여를 합쳐 383,887 옵션

보고� 매입 또는 처분� 없다� 점은 보티� 부사장� 2025 회계연도 동안 섹션 16 보고 규정� 따라 PAYX 주식� 매수하거� 매도하지 않았음을 의미합니�. 그의 상당� 주식 � 옵션 보유� 경영진의 인센티브� 주주 이익� 계속 일치시키지�, � 보고� 자체� 회사� 운영 또는 재무 변� 신호� 나타내지 않습니다.

Paychex Inc. (PAYX) � Formulaire 5 Déclaration Annuelle des Modifications de la Propriété Bénéficiaire

Le dépôt rapporte les participations en actions de Mark Anthony Bottini, Vice-Président Senior des Ventes, à la clôture de l'exercice fiscal (31 mai 2025). Aucune nouvelle transaction d'initié n'est mentionnée pour la période ; le document met uniquement à jour la propriété cumulée.

  • Détention directe d’actions ordinaires : 79 360 actions
  • Détention indirecte : 1 772 actions via le plan 401(k) de l’entreprise
  • Plan d’Achat d’Actions pour les Employés (ESPP) : 36 actions
  • Options d’achat d’actions en circulation : 383 887 options réparties sur dix attributions avec des prix d’exercice allant de 57,24 $ à 121,63 $ et des dates d’expiration de juillet 2026 à juillet 2034

L’absence d’acquisitions ou de cessions déclarées suggère que M. Bottini n’a ni acheté ni vendu d’actions PAYX au cours de l’exercice 2025 selon les règles de déclaration de la Section 16. Sa position importante en actions et options continue d’aligner les incitations de la direction avec les intérêts des actionnaires, mais le dépôt lui-même ne signale aucun changement opérationnel ou financier pour la société.

Paychex Inc. (PAYX) � Formular 5 Jahresbericht über Änderungen im wirtschaftlichen Eigentum

Die Einreichung berichtet über die Aktienbestände von Mark Anthony Bottini, Senior Vice President Sales, zum Ende des Geschäftsjahres (31. Mai 2025). Für den Zeitraum sind keine neuen Insider-Transaktionen aufgeführt; das Dokument aktualisiert lediglich den kumulativen Besitz.

  • Direkter Besitz von Stammaktien: 79.360 Aktien
  • Indirekter Besitz: 1.772 Aktien über den firmeninternen 401(k)-Plan
  • Mitarbeiteraktienkaufprogramm (ESPP): 36 Aktien
  • Ausstehende Aktienoptionen: 383.887 Optionen aus zehn Zuteilungen mit Ausübungspreisen von $57,24 bis $121,63 und Laufzeiten von Juli 2026 bis Juli 2034

Das Fehlen gemeldeter Käufe oder Verkäufe deutet darauf hin, dass Herr Bottini im Geschäftsjahr 2025 keine PAYX-Aktien gemäß den Berichtspflichten nach Abschnitt 16 gekauft oder verkauft hat. Seine beträchtliche Aktien- und Optionsposition sorgt weiterhin für eine Ausrichtung der Managementanreize an den Interessen der Aktionäre, das Dokument selbst signalisiert jedoch keine operativen oder finanziellen Veränderungen für das Unternehmen.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

 

FORM 8-K

 

 

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): July 15, 2025

 

 

WALGREENS BOOTS ALLIANCE, INC.

(Exact name of registrant as specified in its charter)

 

 

 

Delaware   001-36759   47-1758322
(State or other jurisdiction
of incorporation)
  (Commission
File Number)
  (IRS Employer
Identification Number)

 

108 Wilmot Road, Deerfield, Illinois   60015
(Address of principal executive offices)   (Zip Code)

Registrant’s telephone number, including area code: (847) 315-3700

Not Applicable

(Former name or former address, if changed since last report)

 

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Securities Exchange Act of 1934:

 

Title of each class

 

Trading
Symbol(s)

 

Name of each exchange
on which registered

Common Stock, $0.01 par value   WBA   The Nasdaq Stock Market LLC
3.600% Walgreens Boots Alliance, Inc. notes due 2025   WBA25   The Nasdaq Stock Market LLC
2.125% Walgreens Boots Alliance, Inc. notes due 2026   WBA26   The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

 

 
 


Item5.04.

Temporary Suspension of Trading Under Registrant’s Employee Benefit Plans.

As previously disclosed, on March 6, 2025, Walgreens Boots Alliance, Inc., a Delaware corporation (the “Company”), entered into an Agreement and Plan of Merger (the “Merger Agreement”) with Blazing Star Parent, LLC, a Delaware limited liability company (“Parent”), Blazing Star Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Parent (“Merger Sub”), and the other affiliates of Parent named therein, pursuant to which, subject to the terms and conditions set forth therein, Merger Sub will be merged with and into the Company with the Company surviving such merger as a wholly owned subsidiary of Parent, (the “Merger” and, collectively with the other transactions contemplated by the Merger Agreement, the “Transactions”).

In connection with the Transactions, each share of the Company’s common stock $0.01 par value per share (the “Company Common Stock”) will be exchanged for $11.45 in cash without interest thereon and one divested asset proceed right issued by Parent or one of its affiliates subject to and in accordance with the Divested Asset Proceed Rights Agreement. As a result, the investment option under the Walgreens Retirement Savings Plan and the Walgreens Puerto Rico Retirement Savings Plan (collectively, the “Plan”) that holds shares of Company Common Stock (the “WBA Stock Fund”) will be removed as an investment option under the Plan and a participant’s assets held in the WBA Stock Fund will be reinvested in the applicable target date fund Plan investment option that corresponds with the participant’s age.

In connection with the removal of the WBA Stock Fund as a Plan investment option, the administrator of the Plan provided a notice of an anticipated blackout period under the Plan on July 15, 2025.

The blackout period is expected to begin at 4:00 p.m. Eastern time on the last business day prior to the date that the Company Common Stock ceases to be publicly traded prior to the closing of the Merger (the “blackout period”). However, the actual closing date of the Merger is not known at this time and is subject to certain conditions set forth in the Merger Agreement. Accordingly, the Company is currently unable to determine the exact date the blackout period will begin. The blackout period is expected to end on the third or fourth business day following the date the blackout period begins.

During the blackout period, participants in the Plan who are invested in the WBA Stock Fund in their Plan accounts will be unable to (i) direct or diversify the assets held in the WBA Stock Fund, (ii) make exchanges or transfers involving assets in the WBA Stock Fund, (iii) request a loan, (iv) take a withdrawal or (v) take a distribution.

The notification described under Section 101(i)(2)(E) of the Employee Retirement Income Security Act of 1974 relating to the blackout period was provided to the Company on July 15, 2025.

On July 15, 2025, the Company sent a notice to its directors and executive officers informing them of the Plan blackout period and the restrictions that will apply to them during the blackout period. During the blackout period, subject to certain limited exemptions, the Company’s directors and executive officers will be prohibited from directly or indirectly purchasing, selling, acquiring or transferring any Company Common Stock (including derivatives thereof) acquired in connection with their service or employment as a director or executive officer of the Company. This notice was required pursuant to Section 306 of the Sarbanes-Oxley Act of 2002 and Rule 104 of Regulation BTR under the Securities Exchange Act of 1934.

A copy of the notice to directors and executive officers is attached hereto as Exhibit 99.1 and incorporated herein by reference. During the blackout period and for a period of two years after the ending date of the blackout period, stockholders and other interested parties may obtain, without charge, information about the actual beginning and ending dates of the blackout period by contacting the Company’s Corporate Secretary by telephone at (847) 315-3700 or by mail at Walgreens Boots Alliance, Inc., 108 Wilmot Road, MS #1858, Deerfield, IL 60015, Attention: Corporate Secretary.

 

2


Item9.01.

Financial Statements and Exhibits.

 

(d)

Exhibits.

 

Exhibit

  

Description

99.1    Blackout Period Notice to Directors and Executive Officers, dated July 15, 2025
104    Cover Page Interactive Data File (formatted as inline XBRL)

 

3


SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

Date: July 15, 2025     WALGREENS BOOTS ALLIANCE, INC.
    By:  

/s/ Lanesha Minnix

    Name:   Lanesha Minnix
    Title:   Executive Vice President, Global Chief Legal Officer and Corporate Secretary

 

4

FAQ

How many Paychex (PAYX) shares does Mark Anthony Bottini directly own?

He directly owns 79,360 shares of Paychex common stock.

What is the total number of Paychex stock options held by Mr. Bottini?

He holds 383,887 stock options across ten separate grants.

Were any Paychex shares bought or sold by Mr. Bottini during fiscal 2025?

No. The Form 5 lists holdings only; it reports no acquisitions or dispositions for the year.

What is the highest strike price among Mr. Bottini’s outstanding options?

The highest strike price is $121.63 on options expiring 14 July 2034.

Does this Form 5 filing affect Paychex’s financial outlook?

No. The filing is an administrative disclosure of insider holdings and contains no operational or financial guidance for the company.
Walgreen Boots

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Pharmaceutical Retailers
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United States
DEERFIELD