What changed in the latest SEC filings?

Free side-by-side comparisons of each company's latest 10-K and 10-Q against the previous one — new and removed risk factors, rewritten wording in management's discussion, plus insider buying and selling (Form 4) and holdings of well-known investors (13F). Every highlighted passage is quoted word for word from the filing.

Information only, not investment advice. We quote filings verbatim and add no opinions or buy/sell signals. How this works.

Browse all companies A–Z: A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Largest companies

TickerCompanyLatest 10-KRisk-factor paragraphs
new / removed / reworded
Insider buy / sell
transactions (180 days)
NVDA NVIDIA Corp. 2026-02-25 35 / 22 / 52 0 / 32
AAPL Apple Inc. 2025-10-31 15 / 24 / 53 0 / 24
GOOGL Alphabet Inc. 2026-02-05 59 / 57 / 43 0 / 51
MSFT Microsoft Corp. 2026-07-29 40 / 22 / 33 0 / 20
AMZN Amazon.com Inc. 2026-02-06 3 / 4 / 27 0 / 64
META Meta Platforms, Inc. 2026-01-29 13 / 13 / 83 0 / 176
AVGO Broadcom Inc. 2025-12-18 82 / 76 / 35 1 / 71
TSLA Tesla, Inc. 2026-01-29 13 / 11 / 47 0 / 19
MU Micron Technology Inc. 2025-10-03 32 / 10 / 85 0 / 233
BRK-B Berkshire Hathaway Inc. 2026-03-02 3 / 1 / 15 5 / 1
AMD Advanced Micro Devices, Inc. 2026-02-04 17 / 17 / 87 0 / 144
LLY Eli Lilly and Company 2026-02-12 15 / 6 / 62 0 / 6
JPM JPMorgan Chase & Co. 2026-02-13 210 / 250 / 253 0 / 19
WMT Walmart Inc. 2026-03-13 11 / 17 / 50 0 / 40
V Visa Inc. 2025-11-06 15 / 27 / 58 0 / 14
XOM Exxon Mobil (ExxonMobil Holdings Corp.) 2026-02-18 0 / 2 / 32 0 / 0
INTC Intel Corp. 2026-01-23 not available 1 / 2
JNJ Johnson & Johnson 2026-02-11 7 / 1 / 9 0 / 11
MA Mastercard Inc 2026-02-11 12 / 19 / 30 0 / 47
ABBV AbbVie Inc. 2026-02-20 13 / 3 / 16 0 / 1
PLTR Palantir Technologies Inc. 2026-02-17 44 / 51 / 101 0 / 92
CSCO Cisco Systems, Inc. 2026-09-02 18 / 25 / 89 0 / 49
LRCX Lam Research Corp. 2026-08-07 37 / 30 / 60 0 / 55
ORCL Oracle Corp. 2026-06-22 70 / 12 / 58 1 / 15
AMAT Applied Materials Inc. 2025-12-12 24 / 66 / 59 0 / 37
COST Costco Wholesale Corp. 2026-10-07 3 / 12 / 29 0 / 3
CVX Chevron Corp. 2026-02-24 5 / 8 / 16 0 / 24
CAT Caterpillar Inc. 2026-02-13 0 / 3 / 4 1 / 35
BAC Bank of America Corp. 2026-02-25 24 / 21 / 104 0 / 1
KO The Coca-Cola Company 2026-02-20 6 / 8 / 40 0 / 24
DELL Dell Technologies Inc. 2026-03-16 2 / 0 / 43 0 / 2272
MRK Merck & Co., Inc. 2026-02-24 18 / 5 / 53 0 / 17
PG Procter & Gamble Co. 2026-08-04 5 / 8 / 24 0 / 18
UNH UnitedHealth Group Inc. 2026-03-02 13 / 6 / 48 0 / 3
PANW Palo Alto Networks Inc 2026-09-10 63 / 79 / 108 0 / 61
GE General Electric Co. 2026-01-29 25 / 518 / 82 ⚠ 0 / 8
MS Morgan Stanley 2026-02-19 22 / 19 / 47 0 / 17
PM Philip Morris International Inc. 2026-02-06 25 / 31 / 38 0 / 0
HD The Home Depot, Inc. 2026-03-18 26 / 28 / 35 0 / 4
NFLX Netflix Inc. 2026-01-23 10 / 7 / 33 0 / 23
CRWD CrowdStrike Holdings, Inc. 2026-03-05 16 / 20 / 39 0 / 1910
KLAC Kla Corp. 2026-08-06 35 / 13 / 75 0 / 20
TXN Texas Instruments Inc. 2026-02-06 2 / 1 / 14 0 / 34
GEV GE Vernova Inc. 2026-01-29 593 / 1726 / 2 ⚠ 0 / 2
GS Goldman Sachs Group Inc. 2026-02-25 1 / 5 / 75 0 / 30
ANET Arista Networks, Inc. 2026-02-17 74 / 80 / 121 0 / 387
SNDK Sandisk Corp 2026-08-17 34 / 65 / 65 0 / 74
RTX RTX Corp 2026-02-06 10 / 16 / 34 0 / 6
MRVL Marvell Technology, Inc. 2026-03-11 22 / 5 / 54 0 / 19
WFC Wells Fargo & Company 2026-02-24 0 / 0 / 0 0 / 0
TMO Thermo Fisher Scientific Inc. 2026-02-26 4 / 4 / 24 0 / 94
LIN Linde Plc 2026-02-25 5 / 2 / 11 1 / 2
AMGN Amgen Inc. 2026-02-13 158 / 23 / 81 0 / 7
C Citigroup Inc. 2026-02-20 864 / 789 / 793 ⚠ 0 / 3
APH Amphenol Corp. 2026-02-11 9 / 11 / 33 0 / 10
IBM International Business Machines Corp. 2026-02-24 0 / 0 / 14 0 / 1
AXP American Express Co. 2026-02-06 13 / 9 / 87 0 / 2
ADI Analog Devices Inc. 2025-11-25 14 / 11 / 42 0 / 109
QCOM Qualcomm Inc. 2025-11-05 56 / 19 / 72 0 / 75
SHOP Shopify Inc. 2026-02-11 23 / 45 / 69 0 / 0
CRM Salesforce, Inc. 2026-03-02 23 / 72 / 106 1 / 2
STX Seagate Technology Holdings plc 2026-08-04 6 / 14 / 45 0 / 577
VZ Verizon Communications Inc. 2026-02-17 16 / 9 / 26 0 / 9
DE Deere & Co. 2025-12-18 47 / 36 / 47 0 / 21
GILD Gilead Sciences, Inc. 2026-02-24 16 / 8 / 43 0 / 44
DIS The Walt Disney Company 2025-11-13 15 / 13 / 48 0 / 3
TMUS T-Mobile US, Inc. 2026-02-11 16 / 8 / 76 1 / 3
BLK BlackRock, Inc. 2026-02-25 22 / 13 / 67 0 / 10
SCCO Southern Copper Corp./ 2026-02-27 10 / 9 / 23 0 / 14
PEP PepsiCo, Inc. 2026-02-03 9 / 9 / 32 0 / 1
ETN Eaton Corp plc 2026-02-26 34 / 13 / 15 4 / 6
ABT Abbott Laboratories 2026-02-20 6 / 23 / 20 3 / 4
SCHW Schwab Charles Corp. 2026-02-25 16 / 8 / 31 1 / 54
T At&t Inc. 2026-02-09 5 / 6 / 31 0 / 0
UNP Union Pacific Corp. 2026-02-06 45 / 2 / 9 0 / 4
WELL Welltower Inc. 2026-02-12 28 / 18 / 52 4 / 0
MCD McDonald's Corp. 2026-02-24 7 / 9 / 14 0 / 5
NEE Nextera Energy Inc. 2026-02-13 7 / 6 / 57 0 / 0
PFE Pfizer Inc. 2026-02-26 11 / 5 / 44 3 / 2
BA Boeing Co. 2026-01-30 11 / 14 / 41 1 / 0
COP Conocophillips 2026-02-17 3 / 10 / 18 0 / 3
DHR Danaher Corp. 2026-02-24 16 / 10 / 44 0 / 4
IBKR Interactive Brokers Group, Inc. 2026-02-27 7 / 1 / 79 6 / 1
WDC Western Digital Corp. 2026-08-14 51 / 42 / 26 0 / 128
TJX Tjx Companies Inc. 2026-03-31 5 / 1 / 45 0 / 8
GLW Corning Inc. 2026-02-12 4 / 0 / 8 0 / 14
ISRG Intuitive Surgical Inc. 2026-02-03 42 / 43 / 104 0 / 35
NOW ServiceNow, Inc. 2026-01-29 12 / 10 / 80 0 / 10
UBER Uber Technologies, Inc 2026-02-13 28 / 22 / 94 3 / 1
BX Blackstone Inc. 2026-02-27 47 / 208 / 140 6 / 9
FTNT Fortinet, Inc. 2026-02-25 29 / 29 / 88 0 / 44
CB Chubb Ltd 2026-02-27 7 / 10 / 39 0 / 6
VRTX Vertex Pharmaceuticals Inc. / Ma 2026-02-13 618 / 341 / 40 ⚠ 0 / 14
PLD Prologis, Inc. 2026-02-13 7 / 3 / 17 0 / 2
NET Cloudflare, Inc. 2026-02-26 44 / 38 / 124 0 / 483
BMY Bristol Myers Squibb Co. 2026-02-11 10 / 10 / 37 0 / 2
PH Parker-Hannifin Corp 2026-08-21 16 / 7 / 27 0 / 17
ACN Accenture plc 2025-10-10 16 / 18 / 59 0 / 10
PGR Progressive Corp. 2026-03-02 4 / 4 / 38 0 / 15
NEM NEWMONT Corp 2026-02-19 33 / 26 / 86 0 / 13

Showing the 100 largest of 1,824 companies. Counts compare the latest annual report (10-K) with the one before it. "Reworded" excludes paragraphs where only numbers or dates changed. Insider counts are open-market transaction lines (Form 4 codes P and S); one filing can report many lines. ⚠ = the two versions differ greatly in length, so the comparison may be unreliable.

Newly added risk-factor headings

Headings that appear in a company's latest 10-K risk factors but not in the prior year's, quoted verbatim.

New PANW 10-K filed 2026-09-10

“Our consumption- or usage-based offerings may expose us to customer usage optimization behavior that could create revenue volatility.”

New PANW 10-K filed 2026-09-10

“The “identity security” market lacks a universally accepted definition, which could lead to mischaracterization of our offerings and adverse evaluations by industry stakeholders.”

New SMCI 10-K filed 2026-08-31

“Climate change may have a long-term impact on our business.”

New SMCI 10-K filed 2026-08-31

“We were delinquent in certain SEC reporting obligations in prior fiscal years, which may increase the risk of SEC enforcement actions, damage investor confidence, and require significant resources to correct. We have since implemented enhanced compliance controls to prevent recurrence.”

New PH 10-K filed 2026-08-21

“The timing and amount of the Company’s share repurchases are subject to a number of uncertainties and may affect our common stock price.”

New SYY 10-K filed 2026-08-21

“Risk Factor Summary”

New SYY 10-K filed 2026-08-21

“Industry and General Economic Risks”

New UI 10-K filed 2026-08-21

“Our growth depends in part on the success of our strategic relationships with third parties and our ability to integrate with third-party applications and software.”

New LITE 10-K filed 2026-08-17

“Risks Related to Our Indebtedness”

New LITE 10-K filed 2026-08-17

“Changes in demand and customer requirements for our products may be difficult to forecast. We may be unable to increase our manufacturing capacity to meet future demand, or we may experience difficulties in generating and maintaining demand to optimize our manufacturing capacity. If we are unable to align supply with demand, it could have an adverse effect on our business, results of operations, or financial condition.”

New SNDK 10-K filed 2026-08-17

“Our operating results may fluctuate due to changes in demand, industry cycles and the timing of customer deployments, including AI-related data center investments, and our ability to accurately forecast demand as a result of these changing market conditions.”

New SNDK 10-K filed 2026-08-17

“Long-term agreements, which we also refer to as New Business Models or “NBMs”, expose us to certain execution, financial, and market risks, which could be significant.”

New COHR 10-K filed 2026-08-14

“Our reliance on contract manufacturers, and any failure to qualify or requalify our own or our subcontractors’ manufacturing lines for volume production, could adversely affect our ability to meet customer demand and harm our business, results of operations, and financial condition.”

New COHR 10-K filed 2026-08-14

“We may not be able to achieve expected returns from strategic investments, including capacity expansions.”

New TEAM 10-K filed 2026-08-14

“•If we are unable to develop and maintain successful relationships with our solution partners, our business, results of operations, and financial condition could be harmed.”

13F holdings of well-known investors

See latest quarterly 13F holdings and changes for 59 investors →