Only dated facts companies wrote in their own 10-Q and 10-K filings. No estimates or interpretation; every item carries the filing sentence and an EDGAR link. Items the filing states as a period, not a date, are marked “period”.
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A pre-arranged insider trading plan (10b5-1). Planned sales execute on a schedule and should be read separately from any view on the business.
“The Rule 10b5-1 trading arrangement, adopted by Mr. Monser on May 22, 2026 , is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under the Exchange Act, provides for the exercise of options and same day sale of up to 88,791 shares of Company Class A common stock and will remain in effect until the earlier of (1) June 24, 2027 ; (2) the first date on which all trades have been executed or all orders relating to such trades have expired; or (3) upon written notice by Mr. Monser or the broker to terminate or modify the Rule 10b5-1 trading arrangement subject to and in compliance with the Company's insider trading policy and applicable securities laws. . 36 . . .”
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An effective date or related schedule for a management or board change.
“On November 29, 2023, the Board of Directors of the Company approved a stock repurchase program, which authorizes the repurchase of shares of Company Class A common stock in an aggregate amount of up to $3.0 billion through December 31, 2027”
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Principal comes due at this point and must be repaid in cash or refinanced. Cash on hand and borrowing costs at that time are what matter.
“The Senior Unsecured Revolving Credit Facility refinanced and replaced our existing $ 800.0 Asset Based Revolving Credit Facility, due 2029 (the “ABL Revolving Credit Facility”)”
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Principal comes due at this point and must be repaid in cash or refinanced. Cash on hand and borrowing costs at that time are what matter.
“On M arch 3, 2026, Vertiv Holdings Co (the “Issuer”) issued $ 2,100.0 in aggregate principal amount of senior unsecured notes consisting of $ 600.0 aggregate principal amount of 4.850 % Senior Notes due 2036 (the “2036 Notes”), $ 500.0 aggregate principal amount of 5.650 % Senior Notes due 2046 (the “2046 Notes”), $ 500.0 aggregate principal amount of 5.800 % Senior Notes due 2056 (the “2056 Notes”) and $ 500.0 aggregate principal amount of 5.950 % Senior Notes due 2066 (the “2066 Notes” and, together with the 2036 Notes, the 2046 Notes and the 2056 Notes, the “Senior Notes”)”
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Past items 1 · newest first · outcomes recorded from later reports
Principal comes due at this point and must be repaid in cash or refinanced. Cash on hand and borrowing costs at that time are what matter.
“Interest on the Senior Notes is payable semi-annually in arrears on March 15 and September 15 of each year, beginning September 15, 2026”
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The tone label (positive, negative, neutral) is a rule-based classification by item type, not a trading judgment. Items are extracted automatically from filing sentences and reviewed by the editorial desk. Dates and periods are as the company wrote them; whether each event occurred is recorded from later reports. Not investment advice.
Frequently asked questions
How often are articles published?
Mostly during earnings season — an article for each covered company when its 10-Q or 10-K is filed, plus material 8-K filings when relevant.
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Yes. Send a request through Messages after logging in and we will consider it for the next earnings season. License customers may nominate priority tickers.
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The company's articles and a table of key metrics that accumulates quarter by quarter, so the same figure can be compared over time.
aiSwingX™ analyzes US filings and reports them as news investors can read.
