IBM IBM

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core model: hybrid cloud + AI platform vendor serving enterprises via software, consulting, and mission-critical infrastructure
• • Strategic emphasis on quantum computing flagged as next major growth opportunity alongside ongoing hybrid cloud/AI push
• • Broad partner ecosystem highlighted as key differentiator — Adobe, AWS, Microsoft, Oracle, Salesforce, SAP among named strategic allies who are simultaneously competitors
• • New CLO Anne Robinson joined 2024 from Vanguard, only executive officer not with IBM for prior 5 years — notable leadership change
• • Financing segment actively competes on credit/residual value risk management vs financial institutions, not just IT incumbency

Risk Factors

• • ~60% of revenues from outside US; exposed to tariffs, export controls, trade sanctions, and currency fluctuations across 175+ countries
• • Single or limited suppliers for server processor semiconductors; supply disruption could halt product delivery
• • OECD global minimum tax model rules adoption by local countries risks increased tax burden and uncertainty on IBM's multinational structure
• • AI regulatory environment evolving globally; non-compliance or AI failures risk debarment, litigation, and loss of government contracts
• • Government clients subject to funding reductions or termination-without-cause clauses; suspension or debarment risk from federal/state contracts

Management Discussion & Analysis

• • The MD&A section provided contains no actual financial data — it only references external pages (IBM's 2025 Annual Report, pp. 6–38) without reproducing the content. No figures can be reported without fabricating data, which I will not do. To get a proper summary, please paste the actual text from pages 6–38 of IBM's 2025 Annual Report.

What are the latest IBM SEC filings in 2026?

IBM (IBM) has filed a 10-K annual report on February 24, 2026, a 10-Q quarterly report on April 23, 2026, an 8-K current report on July 22, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did IBM file its most recent 10-K annual report?

IBM (IBM) filed its most recent 10-K annual report on February 24, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view IBM 10-Q quarterly reports?

IBM (IBM)'s most recent 10-Q quarterly report was filed on April 23, 2026. SignalX displays every IBM 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has IBM filed recently?

IBM (IBM)'s most recent 8-K was filed on July 22, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find IBM insider trading activity (Form 4)?

SignalX aggregates every IBM Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does IBM file with the SEC?

IBM (IBM) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new IBM filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for IBM (IBM).

What is IBM's SEC CIK number?

IBM (IBM)'s SEC CIK (Central Index Key) number is 51143. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 51143 to look up all IBM filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find IBM return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from IBM (IBM) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.