Executive Summary
Across the 23 Dow Jones 30 filings (period 2026-10-22), the dominant theme is a split between strong top-line and cash-flow stories and weaker reported earnings quality.
IBM (Q3 revenue +4.7% YoY to $17.1B, operating pre-tax margin +70 bps to 19.3%, but IBM Z -20% and Financing -4%) and Honeywell (organic +7% and adjusted EPS +34%, but reported EPS -20%, operating cash flow -74%, and Industrial Automation sales -23% reported) both show headline improvement masking underlying softness. Procter & Gamble delivered 4.0% sales growth but flat currency-neutral core EPS and a 150 bps core gross margin decline, while raising all-in FY2027 sales guidance to 2-4% on the Thorne acquisition. Honeywell's Q3 net income fell 64% YoY, and YTD results are dominated by a $6.6B deconsolidation gain and Aerospace Spin-Off accounting, so reported comparisons are not like-for-like. Insider activity is concentrated in Travelers (two EVP/CRO-level sales totaling roughly $8.4M, with sales by Klein and Olivo) and a single Apple SVP sale under a 10b5-1 plan, while Sherwin-Williams shows routine option grants across roughly 12 executives with no open-market buying. Capital allocation remains shareholder-friendly (IBM $1.69 quarterly dividend, P&G cash returns maintained), but IBM's $11.4B of acquisitions and P&G's shift to short-term debt ($17.0B due within one year, up from $11.3B) warrant balance-sheet monitoring. Governance filings for Microsoft (11 of 12 independent nominees, annual meeting December 8, 2026) are routine.
Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →
Filing types in this digest: 8-K · DEF 14A · DEFA14A · 10-Q · Form 4
Tracking the trend? Catch up on the prior Dow Jones 30 Stocks SEC Filings digest from October 21, 2026.
Investment Signals (10)
- IBM (BULLISH)▲
Q3 revenue +4.7% YoY to $17,103M, net income +25.6% to $2,190M, diluted EPS $2.30 vs $1.84, and FCF outlook raised to >$1B YoY increase
- Honeywell ↓ (BULLISH)▲
Q3 organic sales +7%, operating margin +640 bps to 14.8%, adjusted EPS +34% to $2.27, and full-year organic growth, adjusted EPS and FCF guidance all raised
- Procter & Gamble ↓ (BULLISH)▲
Q1 FY2027 net sales +4.0% to $23,276M with 2% volume growth, and all-in FY2027 sales guidance raised to 2-4% while organic sales, EPS and cash return guidance were maintained
- Travelers Companies ↓ (BEARISH)▲
EVP Klein sold ~$2.95M across two tranches and EVP/CRO Olivo sold 15,100 shares (~$6.02M) at ~$398, with no open-market purchases in the period
- Apple ↓ (BEARISH)▲
SVP Newstead sold 2,399 shares (~$815K) at $339.62 leaving 34,795 shares, executed under a Rule 10b5-1 plan, which lowers the signal value of the sale
- IBM (BEARISH)▲
Financing revenue -4.0% YoY with Financing gross margin down from 45.6% to 40.7%, and IBM Z revenue -20% YoY, signaling Infrastructure weakness despite segment growth
- Procter & Gamble ↓ (BEARISH)▲
Core gross margin -150 bps (140 bps commodity cost headwind, 140 bps reinvestment) and currency-neutral core EPS flat YoY, meaning reported EPS growth was FX-driven
- Honeywell ↓ (BULLISH)▲
Industrial Automation segment margin +350 bps to 18.4% and Q3 R&D -11%, SG&A -5% reflecting cost discipline, though segment profit fell 5% on lower reported sales
- Sherwin-Williams ↓ (NEUTRAL)▲
Broad-based option grants to CEO Heidi Petz (47,640 options), CFO Meisenzahl (13,805) and multiple SVPs/presidents, a neutral governance signal with no open-market buying
- Microsoft ↓ (NEUTRAL)▲
11 of 12 director nominees independent, all key committees independent-only, and board recommends against all four shareholder proposals, a governance-positive but routine filing
Risk Flags (9)
- Honeywell/Reported Earnings Quality↓ [HIGH RISK]▼
Q3 reported net income fell 64% to $664M and reported EPS fell 20% to $2.40, while operating cash flow fell 74% to $607M; a $241M debt extinguishment loss and $147M equity loss weighed on results
- Honeywell/Industrial Automation↓ [HIGH RISK]▼
Segment sales -23% reported (only -4% organic) with utilities meter deployment deferrals, and Process Automation margin -210 bps to 22.2% from project mix and Johnson Matthey dilution
- IBM/Mix and Cash [HIGH RISK]▼
Nine-month cash balance fell ~32% from $13,587M to $9,233M after $11,364M of acquisitions drove $13,539M of net investing outflows, leaving limited liquidity buffer
- IBM/Gross Margin [MEDIUM RISK]▼
GAAP gross margin fell 50 bps to 56.8% and GAAP pre-tax margin fell 30 bps to 14.6%, with the gap to non-GAAP margin widening as acquisition costs flow through
- Procter & Gamble/Refinancing↓ [MEDIUM RISK]▼
Debt due within one year rose to $17,028M from $11,296M while cash rose to $15,365M, and interest expense grew 13.2%, indicating reliance on short-term funding
- Procter & Gamble/Margin Headwind↓ [MEDIUM RISK]▼
Management flagged a ~$0.79 per share headwind from commodity costs, higher interest, lower non-operating income and FX for FY2027, with Health Care volume -2.9% and Oral Care units down
- Procter & Gamble/Comprehensive Income↓ [LOW RISK]▼
$182M FX translation loss drove total other comprehensive loss of $189M, against a $12M loss a year earlier
- Travelers/Insider Selling Cluster↓ [MEDIUM RISK]▼
Two senior executives (EVP Personal Insurance and EVP/CRO) disposed of roughly $8.4M of stock at prices near $392-$398 in the same reporting window, a concentrated signal of executive profit-taking
- Apple/Insider Sale↓ [LOW RISK]▼
SVP Newstead sale reduces holdings by ~6.5% after the transaction; although under a 10b5-1 plan, it adds to a pattern of senior-level selling at the stock's current price level
Opportunities (8)
- Honeywell/Post-Spin Re-rating↓ (OPPORTUNITY)◆
Adjusted EPS +34% and operating margin +640 bps to 14.8% with raised 2026 guidance, while reported figures are distorted by the Aerospace Spin-Off and deconsolidation gain; the gap between adjusted and reported earnings may compress as one-time items roll off
- Honeywell/Industrial Automation Recovery↓ (OPPORTUNITY)◆
Double-digit sensing growth and 350 bps segment margin expansion to 18.4% suggest recovery once utilities meter deployments resume from deferrals
- IBM/Software-Led Growth (OPPORTUNITY)◆
Software +8% and Infrastructure +4% with FCF outlook raised to more than $1B YoY growth, suggesting the acquisition-funded mix shift is beginning to convert into cash generation
- IBM/Dividend Income (OPPORTUNITY)◆
Quarterly dividend of $1.69 per share ($1,596M in Q3) combined with raised FCF outlook supports income-oriented positioning, provided acquisition spending moderates
- Procter & Gamble/Thorne Acquisition Accretion↓ (OPPORTUNITY)◆
All-in FY2027 sales growth lifted to 2-4% on Thorne, with 1% price-led growth and 2% volume growth, offering a catalyst if core gross margin recovers from the 150 bps compression
- Procter & Gamble/Cash Build↓ (OPPORTUNITY)◆
Cash rose to $15,365M and long-term debt was reduced by $747M, supporting cash return commitments and optionality to address the short-term debt wall
- Travelers/Premium Growth Check↓ (OPPORTUNITY)◆
Insider sales at ~$392-$398 with no offsetting purchases may be weighed as valuation caution; investors seeking exposure could look for entry on pullbacks, though the signal is mixed given routine diversification sales
- Sherwin-Williams/Management Incentive Alignment↓ (OPPORTUNITY)◆
Broad-based option grants across the CEO, CFO, global segment presidents and CHRO suggest aligned incentives around equity value creation going into the next performance cycle
Sector Themes (6)
- Reported vs Adjusted Earnings Divergence◆
Honeywell (reported EPS -20% vs adjusted +34%), IBM (GAAP pre-tax margin -30 bps vs operating margin +70 bps) and P&G (core EPS +1% vs currency-neutral flat) all show a widening gap between reported and underlying metrics, with 3 of 4 large-cap industrial/tech/staples names in this set relying on non-GAAP framing [IMPLICATION: scrutinize the reconciliation and one-time items before underwriting multiple expansion]
- Acquisition-Funded Growth and Balance Sheet Strain◆
IBM spent $11,364M on acquisitions YTD and P&G acquired Thorne, while both show reduced cash or rising short-term debt; the pattern suggests inorganic growth is being used to offset organic softness in parts of the portfolio [IMPLICATION: track post-deal organic growth and integration costs over the next two quarters]
- Commodity and Input Cost Pressure in Consumer/Industrial◆
P&G core gross margin -150 bps (140 bps commodity costs) and Honeywell's Process Automation margin contraction from project mix show input cost and mix pressure persisting into late 2026 [IMPLICATION: pricing power and productivity programs are being tested]
- Industrial Automation/Utility Capex Timing◆
Honeywell's utilities meter deployment deferrals and IBM's Z hardware decline (-20%) both point to customer capex timing softness in infrastructure-linked end markets [IMPLICATION: infrastructure hardware demand is lumpy; software and services are carrying growth]
- Insider Selling Concentrated in Financials◆
Travelers' senior executives sold ~$8.4M in one window while Sherwin-Williams executives received only option grants; insider selling is not broad-based across the Dow, but financial-sector disposals are notable at elevated prices [IMPLICATION: monitor further Form 4 activity at Travelers]
- Governance Stability Across Mega-caps◆
Microsoft's proxy shows fully independent key committees, 11/12 independent board, and board opposition to all four shareholder proposals, consistent with a stable governance profile across the mega-cap constituents [IMPLICATION: low governance-driven event risk into the December 8 meeting]
Watch List (7)
-
Raised 2026 organic growth, adjusted EPS and FCF guidance; monitor Q4 2026 results for whether operating cash flow recovers from the 74% decline and whether the Industrial Automation utilities deferral reverses [Next earnings: Q4 2026, date not in filings]
- IBM/Acquisition Integration and FCF👁
Track the >$1B FCF YoY increase outlook against $11.4B of YTD acquisitions and the decline in cash to $9.2B; key data points are Q4 cash flow and any further M&A announcements [Q4 2026 earnings, date not in filings]
-
Monitor the $17.0B short-term debt balance, the trajectory of core gross margin recovery from the 150 bps compression, and the ~$0.79 FY2027 headwind, alongside the Q1 FY2027 call held October 22, 2026 [Q2 FY2027 earnings, date not in filings]
-
Watch for additional EVP-level sales following the Klein and Olivo disposals, particularly if share prices remain near $392-$398 [Ongoing, Form 4 filings]
-
Virtual annual meeting December 8, 2026 at 8:30 a.m. PT; votes due December 7, 2026; watch say-on-pay and the four shareholder proposals on climate, human rights and Board Chair/CEO separation [December 8, 2026]
-
Track the broad option grant cycle, particularly the CEO's 47,640-option award, as a signal of performance expectations embedded in compensation design [Ongoing; vesting schedule not in filings]
-
Monitor whether further SVP-level sales follow the Newstead 10b5-1 disposal, which would indicate a broader pattern rather than a scheduled plan trade [Ongoing, Form 4 filings]
Filing Analyses
(23)
21-10-2026
IBM reported third-quarter 2026 revenue of $17.1B, up 5% (6% at constant currency), led by Software (+8%) and Infrastructure (+4%), while Consulting was flat (+2% at constant currency). GAAP gross margin fell 50 bps to 56.8% and GAAP pre-tax margin fell 30 bps to 14.6%, though operating (non-GAAP) pre-tax margin rose 70 bps to 19.3%. Management raised its full-year free cash flow outlook to an increase of more than $1B year-over-year while maintaining 4-5% constant currency revenue growth guidance, and declared a regular quarterly dividend of $1.69 per share.
- · IBM Z revenue declined 20% YoY (19% at constant currency), a significant drag within the Infrastructure segment
- · Automation software revenue declined 3% YoY
- · Financing segment revenue declined 4% YoY, with Financing gross margin falling from 45.6% to 40.7%
- · Consulting gross margin compressed from 29.3% to 27.4% YoY
- · Q3 2026 GAAP effective tax rate was 11.9% versus 28.2% in Q3 2025, a major driver of the 26% GAAP net income increase
- · Cash, restricted cash and marketable securities fell $3.4B from year-end 2025 following $11.4B in 2026 acquisitions
- · Total debt rose $2.6B year-to-date to $63.8B
- · Q3 2026 Consulting revenue was flat (0.2% growth) in reported currency
- · Dividend record date is November 10, 2026, with payment on December 10, 2026; IBM has paid consecutive quarterly dividends since 1916
21-10-2026
Microsoft's DEF 14A proxy statement for fiscal year 2026 (ended June 30, 2026) sets out board governance, committee composition, and the slate for the 2026 Annual Meeting. 11 of 12 director nominees are independent, with CEO Satya Nadella as the sole non-independent nominee; the average independent director tenure is 6.7 years (6.8 years including Nadella). Mr. Hoffman and Mr. Johnston are not seeking re-election, and John Collison is nominated for election to the Board.
- · Board committees include the Audit and Finance, Compensation, Environmental Social and Public Policy, and Governance and Nominating committees, all composed solely of independent directors.
- · Director Teri L. List serves on four public company audit committees, which the Board reviewed and determined does not impair her ability to serve on Microsoft's Audit and Finance Committee.
- · Pay Governance LLC serves as the independent compensation consultant to the Compensation Committee and provides no other services to Microsoft.
- · Independent directors hold executive sessions at each quarterly Board meeting without management present.
- · Board committees will consider appointments for John Collison if elected at the Annual Meeting.
21-10-2026
Microsoft Corporation filed a DEFA14A (definitive additional proxy materials) notifying shareholders of its 2026 Annual Meeting, to be held virtually on December 8, 2026 at 8:30 a.m. Pacific Time, with votes due by December 7, 2026. The board recommends shareholders vote FOR all 12 director nominees (including Satya Nadella), FOR the say-on-pay advisory vote on executive compensation, and FOR ratification of Deloitte & Touche LLP as auditor for fiscal year 2027, while recommending AGAINST four shareholder proposals on climate commitments, human rights due diligence, data operations in conflict hotspots, and separation of Board Chair and CEO roles. The filing contains no financial results or performance metrics.
- · Shareholder proposals on climate commitments, human rights due diligence, data operations in human rights and conflict hotspots, and Board Chair/CEO separation are all recommended AGAINST by the board
- · Proxy materials can be requested free of charge in paper or email form before November 24, 2026
- · Annual Meeting to be held virtually at www.virtualshareholdermeeting.com/MSFT26
- · Filed as definitive additional materials with no filing fee required
22-10-2026
Honeywell Technologies (HON) reported Q3 2026 sales of $4,994 million, up 1% reported and 7% organic, with operating margin up 640 bps to 14.8% and adjusted EPS up 34% to $2.27. However, reported EPS fell 20% to $2.40 (prior year included a one-time Resideo termination gain), operating cash flow fell 74% to $607 million, and Industrial Automation sales declined 23% reported (4% organic). Management raised full-year 2026 organic growth, adjusted EPS and free cash flow guidance.
- · Industrial Automation segment margin expanded 350 bps to 18.4%, but segment profit fell 5% on lower reported sales
- · Process Automation and Technology segment margin contracted 210 bps to 22.2% due to project mix and Johnson Matthey Catalyst Technologies dilution
- · Utilities meter deployment deferrals offset double-digit sensing growth in Industrial Automation products, which were flat YoY
- · Corporate and All Other segment loss narrowed to $101 million from $241 million
- · Nine-month net income attributable to Honeywell was $7,167 million, boosted by a $6,629 million gain on deconsolidation of a subsidiary
- · Full-year 2026 segment margin guidance of ~20.5% implies roughly 290 bps expansion; Q4 organic growth guided at 5% to 6%
22-10-2026
IBM reported Q3 2026 total revenue of $17,103M, up 4.7% YoY from $16,331M, with net income of $2,190M (up 25.6% from $1,744M) and diluted EPS of $2.30 versus $1.84. Nine-month revenue rose 4.9% to $50,182M, but Sales revenue growth was modest in the quarter (+6.0%) and Financing revenue declined 4.0%, while SG&A was essentially flat year-to-date (+0.2%) and free cash flow remained constrained by $11,364M in acquisitions.
- · Nine-month net cash from operations rose to $11,791M from $9,153M, though acquisitions of $11,364M drove net investing outflows of $13,539M.
- · Q3 cash dividends were $1.69 per share totaling $1,596M, and nine-month dividends paid were $4,762M.
- · Cash and cash equivalents fell roughly 32% from $13,587M at year-end 2025 to $9,233M at September 30, 2026.
- · Q3 R&D expense increased 14.2% YoY to $2,378M, outpacing revenue growth.
- · Q3 Infrastructure Support revenue declined 3.2% and Intelligent Operations declined 2.0%, offsetting growth in Data (+15.8%) and Software (+8.3%).
- · Total Consulting revenue was essentially flat YoY in Q3 (+0.2%) and Financing revenue fell 4.0%.
- · Q3 gross margin improved to 56.8% from 57.3%... see note: computed as 9,714/17,103 = 56.8% in 2026 versus 9,360/16,331 = 57.3% in 2025, a modest compression.
- · Q3 Sales gross margin fell to 79.4% from 80.5% as Sales cost of revenue grew 12.0% vs. Sales revenue growth of 6.0%.
- · Q3 tax provision dropped to $298M from $686M, lifting net income growth well ahead of pre-tax income growth (+2.8%).
22-10-2026
P&G reported fiscal Q1 2027 net sales of $23.3B, up 4.0% YoY, with organic sales also up 4.0% driven by 2% volume and 1% mix. However, diluted EPS rose only 1% to $1.97 and core EPS rose 1% to $2.00, with currency-neutral core EPS flat, while core gross margin fell 150 bps on commodity costs and reinvestment. The company raised its all-in FY2027 sales growth guidance to 2-4% to reflect the Thorne acquisition, maintained organic sales, EPS and cash return guidance, and flagged a ~$0.79 per share headwind from commodity costs, higher interest expense, lower non-operating income and FX.
- · Core gross margin fell 150 bps driven by 140 bps higher commodity costs and 140 bps product reinvestments, partly offset by 120 bps gross productivity savings
- · Currency-neutral core EPS was flat (unchanged) YoY, meaning reported core EPS growth of 1% was entirely FX-driven
- · Health Care segment volume declined 2.9% and Oral Care unit volume declined, weighing on segment organic growth despite pricing gains
- · Feminine Care unit volume declined in Europe and Oral Care unit volume declined, offsetting pricing and mix benefits in those categories
- · Q1 Free cash flow productivity was 93%, within the FY2027 guidance range of 85-90% and above it
- · Management expects a ~$0.79 per share total headwind for FY2027 (about an 11% drag on core EPS growth), with the commodity cost headwind the largest component
22-10-2026
Honeywell Technologies reported Q3 2026 net sales of $4,994 million, up 1.3% from $4,929 million in Q3 2025, and nine-month net sales of $15,004 million, up 2.0% from $14,703 million. Net income attributable to Honeywell Technologies was $664 million for the quarter, down 64% from $1,825 million, and $7,167 million year-to-date, up 48% from $4,844 million, with year-to-date results heavily inflated by a $6,629 million gain on deconsolidation of a subsidiary and by discontinued operations following the Aerospace Spin-Off. Excluding these items, operating performance was mixed: Q3 R&D fell 11% and SG&A fell 5%, but impairment charges, a $241 million debt extinguishment loss, and an equity loss of $147 million weighed on results.
- · Q3 2026 cost of services sold fell 24% YoY to $849M from $1,114M, while Q3 2026 gross services margin improved materially
- · Q3 2026 income from continuing operations before taxes fell 11% to $986M from $1,107M
- · Q3 2026 equity loss of $147M compared with none in Q3 2025, following a $7,273M equity method investment balance
- · Q3 2026 net loss from discontinued operations of $103M versus $905M income in Q3 2025
- · Long-term debt fell about $16.8B YTD, largely from $14,688M of debt payments
- · Cash dividends per share were $5.46 YTD versus $6.78 in the prior year period, and Q3 dividends per share fell to $0.70 from $2.26
- · Q3 2026 diluted EPS from continuing operations was $2.40 versus $2.99 in Q3 2025, down 20%
- · Nine-month diluted EPS from continuing operations rose to $19.19 from $4.99, driven primarily by the deconsolidation gain
22-10-2026
EVP & President, Personal Ins. Klein Michael Frederick sold 6,141 Common Stock at $392.69 (~$2.41M). 4 transactions reported in total. Klein Michael Frederick holds 45,124.787 shares after the transaction.
- · EVP & President, Personal Ins. Klein Michael Frederick exercised/converted 7,500 Common Stock at $139.83 (~$1.05M)
- · EVP & President, Personal Ins. Klein Michael Frederick sold 6,141 Common Stock at $392.69 (~$2.41M)
- · EVP & President, Personal Ins. Klein Michael Frederick sold 1,359 Common Stock at $393.26 (~$534K)
- · EVP & President, Personal Ins. Klein Michael Frederick exercised/converted 7,500 Stock Options (Right to Buy)
22-10-2026
EVP, ERM & Chief Risk Officer OLIVO MARIA sold 15,100 Common Stock at $398.44 (~$6.02M). OLIVO MARIA holds 103,642.457 shares after the transaction.
- · EVP, ERM & Chief Risk Officer OLIVO MARIA sold 15,100 Common Stock at $398.44 (~$6.02M)
22-10-2026
Procter & Gamble reported Q1 FY2027 (three months ended September 30, 2026) net sales of $23,276 million, up 4.0% from $22,386 million a year earlier, with operating income rising 1.4% to $5,937 million. Diluted EPS increased to $1.97 from $1.95 (+1.0%), while net earnings attributable to P&G were roughly flat at $4,731 million versus $4,750 million (-0.4%). Performance was mixed: cost of products sold grew faster than sales (+7.3%), interest expense rose 13.2%, and comprehensive income declined on a $182 million foreign currency translation loss.
- · Cash and cash equivalents rose to $15,365M from $9,942M at June 30, 2026, while debt due within one year climbed to $17,028M from $11,296M, indicating a shift toward short-term borrowing.
- · Long-term debt declined to $21,897M from $22,842M, with $747M of long-term debt reduced during the quarter.
- · Foreign currency translation produced a $182M pre-tax loss in other comprehensive income, versus a $12M loss a year earlier, driving total other comprehensive loss of $189M.
- · Dividends declared were $1.0885 per share in Q1 FY2027 versus $1.0568 in Q1 FY2026, an increase of roughly 3.0%.
- · Interest expense rose to $223M from $197M, while interest income fell slightly to $102M from $108M.
- · Effective tax expense was $1,267M on pre-tax earnings of $6,023M, an effective rate of about 21.0%, compared with $1,253M on $6,034M (about 20.8%) a year earlier.
- · Common shares outstanding fell to 2,317,783 thousand from 2,323,859 thousand at June 30, 2026, reflecting 8,591 thousand shares repurchased during the quarter.
- · Operating cash flow of $5,767M grew 6.6% YoY, but capital expenditures rose 13.8% to $1,366M, reducing free cash flow growth relative to operating cash flow.
22-10-2026
SVP - Enterprise Finance & CAO Lang James P. was awarded 2,335 Employee Stock Option (Right to Buy).
- · SVP - Enterprise Finance & CAO Lang James P. was awarded 2,335 Employee Stock Option (Right to Buy)
22-10-2026
SVP - CHRO Boyce Marlena K. was awarded 6,220 Employee Stock Option (Right to Buy).
- · SVP - CHRO Boyce Marlena K. was awarded 6,220 Employee Stock Option (Right to Buy)
22-10-2026
President, Glob. Industrial Jorgenrud Karl J was awarded 12,055 Employee Stock Option (Right to Buy).
- · President, Glob. Industrial Jorgenrud Karl J was awarded 12,055 Employee Stock Option (Right to Buy)
22-10-2026
SVP - IR & Corp. Comm. Jaye James R was awarded 2,335 Employee Stock Option (Right to Buy).
- · SVP - IR & Corp. Comm. Jaye James R was awarded 2,335 Employee Stock Option (Right to Buy)
22-10-2026
Pres. & GM, Glob. Supply Chain Davie Colin M. was awarded 7,000 Employee Stock Option (Right to Buy).
- · Pres. & GM, Glob. Supply Chain Davie Colin M. was awarded 7,000 Employee Stock Option (Right to Buy)
22-10-2026
SVP - CLO and Secretary GARCEAU MARY L was awarded 7,585 Employee Stock Option (Right to Buy).
- · SVP - CLO and Secretary GARCEAU MARY L was awarded 7,585 Employee Stock Option (Right to Buy)
22-10-2026
President, Glob. Architectural Binns Justin T was awarded 12,055 Employee Stock Option (Right to Buy).
- · President, Glob. Architectural Binns Justin T was awarded 12,055 Employee Stock Option (Right to Buy)
22-10-2026
President & CEO Petz Heidi G was awarded 47,640 Employee Stock Option (Right to Buy).
- · President & CEO Petz Heidi G was awarded 47,640 Employee Stock Option (Right to Buy)
22-10-2026
President, Consumer Brands Grp Rea Todd D was awarded 4,470 Employee Stock Option (Right to Buy).
- · President, Consumer Brands Grp Rea Todd D was awarded 4,470 Employee Stock Option (Right to Buy)
22-10-2026
SVP - Finance and CFO Meisenzahl Benjamin E. was awarded 13,805 Employee Stock Option (Right to Buy).
- · SVP - Finance and CFO Meisenzahl Benjamin E. was awarded 13,805 Employee Stock Option (Right to Buy)
22-10-2026
SVP - Corp Strategy & Devel. Young Bryan J was awarded 3,500 Employee Stock Option (Right to Buy).
- · SVP - Corp Strategy & Devel. Young Bryan J was awarded 3,500 Employee Stock Option (Right to Buy)
22-10-2026
SVP, GC and Government Affairs Newstead Jennifer sold 2,399 Common Stock at $339.62 (~$815K). Newstead Jennifer holds 34,795 shares after the transaction. Trades executed under a Rule 10b5-1 plan.
- · SVP, GC and Government Affairs Newstead Jennifer sold 2,399 Common Stock at $339.62 (~$815K)
22-10-2026
Procter & Gamble furnished an 8-K under Regulation FD on October 22, 2026, attaching a press release on its first quarter results and a set of informational slides referenced in the accompanying conference call. The filing itself contains no financial figures; the quantitative results are only available in the furnished press release and slides (Exhibit 99.1), which were not included in the provided text.
- · Filing covers first quarter results and an associated conference call held on October 22, 2026
- · Exhibit 99.1 contains informational slides dated October 22, 2026, also posted on the company's website
- · Filing lists 15 registered debt/notes securities on the NYSE alongside common stock (ticker PG), including EUR, GBP, and USD-denominated notes maturing from 2026 to 2041
- · Furnished under Item 7.01 (Regulation FD), meaning the material is not deemed 'filed' for Section 18 liability purposes
Get daily alerts with 10 investment signals, 9 risk alerts, 8 opportunities and full AI analysis of all 23 filings
$30/mo after a 14-day free trial — no credit card required. See pricing or explore intelligence streams.
More from: Dow Jones 30 Stocks SEC Filings
🇺🇸 More from United States
View all →October 22, 2026
US Pre-Market SEC Filings Roundup — October 22, 2026
US Pre-Market SEC Filings Roundup
October 22, 2026
US Merger & Acquisition SEC Filings — October 22, 2026
US Merger & Acquisition SEC Filings
October 22, 2026
USA Corporate Actions — October 22, 2026
USA Corporate Actions
October 22, 2026
US Bankruptcy Chapter 11 Insolvency SEC Filings — October 22, 2026
US Bankruptcy Chapter 11 Insolvency SEC Filings