Welcome to our dedicated page for Alexander & Baldwin SEC filings (Ticker: ALEX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Alexander & Baldwin, Inc. (ALEX) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as a Hawai'i-focused real estate investment trust. As a NYSE-listed issuer, Alexander & Baldwin files annual reports on Form 10-K, quarterly reports on Form 10-Q and current reports on Form 8-K, along with proxy materials and other documents required under U.S. securities laws.
For this REIT, SEC filings give detailed insight into its Commercial Real Estate and Land Operations segments, portfolio composition, funds from operations (FFO), same-store net operating income (NOI), leasing metrics and capital structure. Quarterly and annual reports typically include segment operating revenue and operating profit, information on retail, industrial and office properties, and discussion of ground lease assets and land-related activities. Investors can also review disclosures on liquidity, revolving credit facilities, term loan arrangements and interest rate swaps that affect borrowing costs and debt maturity profiles.
Current reports on Form 8-K are particularly important for tracking significant events. In 2025, Alexander & Baldwin filed 8-Ks describing quarterly earnings releases, an amendment to its revolving credit facility that added a term loan facility, and a Termination Agreement related to legacy obligations. A December 2025 Form 8-K details the Agreement and Plan of Merger with a joint venture formed by MW Group and funds affiliated with Blackstone Real Estate and DivcoWest, under which each share of company common stock will be converted into the right to receive cash consideration, and notes that, if the merger is consummated, ALEX shares will be delisted from the New York Stock Exchange and deregistered under the Exchange Act.
On Stock Titan, these filings are paired with AI-powered summaries that highlight key terms, segment data, capital structure changes and transaction provisions, helping users quickly understand lengthy documents. Users can monitor new 8-Ks for material developments, review 10-Q and 10-K reports for comprehensive financial and operational information, and use the platform to track how Alexander & Baldwin’s regulatory disclosures evolve as it progresses toward the planned public-to-private transaction.
Alexander & Baldwin, Inc. completed a cash merger in which all outstanding common shares were converted into $20.85 per share, and director Shelee M.T. Kimura’s equity was cashed out. Her Form 4 shows two dispositions to the issuer that together reduce her directly held common stock from 17,699 shares to zero.
Under the merger, Alexander & Baldwin merged into Tropic Merger Sub LLC, which survives as a wholly owned subsidiary of Tropic Purchaser LLC, so the company’s separate public existence ended. In addition, each non-employee director’s restricted stock units were cancelled and converted into a cash right equal to the number of shares underlying the award multiplied by the $20.85 merger consideration, plus any accrued and unpaid dividend equivalents, all subject to applicable withholding taxes.
Alexander & Baldwin, Inc. completed a merger in which it was combined with Tropic Merger Sub LLC, becoming a wholly owned subsidiary of Tropic Purchaser LLC. At the merger’s effective time, each outstanding share of common stock was cancelled and converted into the right to receive $20.85 in cash, without interest and less applicable taxes.
In connection with this, Sr. Vice President & Corporate Counsel Scott G. Morita disposed of a total of 8,721 shares of common stock back to the issuer in two transactions reported as dispositions to the issuer. Following these transactions, he no longer holds Alexander & Baldwin common stock, having instead the cash merger consideration tied to those shares and prior service-based restricted stock units.
Alexander & Baldwin, Inc. notifies removal of its Common Stock from listing and registration on the New York Stock Exchange. The Exchange and the Issuer state they have complied with withdrawal procedures under 17 CFR 240.12d2-2.
Alexander & Baldwin, Inc. reported that shareholders approved all proposals related to its planned merger with Tropic Purchaser LLC and Tropic Merger Sub LLC at a special meeting held on March 9, 2026. The merger agreement, which will combine the company with Merger Sub, received 57,355,918 votes in favor, 424,197 against and 113,557 abstentions.
Shareholder turnout was high, with 57,893,672 shares represented, or 79.50% of the 72,820,075 common shares outstanding and entitled to vote as of January 15, 2026. Advisory compensation and adjournment proposals were also approved. Subject to remaining closing conditions in the merger agreement, the merger is expected to be completed on or about March 12, 2026.
Alexander & Baldwin, Inc., a Hawai‘i-focused commercial real estate REIT, reports a 95.6% leased occupancy rate in its roughly four‑million‑square‑foot portfolio of 22 retail centers, 14 industrial assets, four office properties and 145 acres of commercial land as of December 31, 2025.
The company has entered into a Merger Agreement under which it will merge into a subsidiary of a joint venture formed by MW Group and funds affiliated with Blackstone Real Estate and DivcoWest, with closing expected in the first quarter of 2026, subject to shareholder approval and other conditions.
A&B emphasizes its strategy of concentrating on Hawai‘i’s high‑barrier market, pursuing accretive acquisitions, redevelopment and ground‑up development, while maintaining moderate leverage and a preference for fixed‑rate, unsecured debt. It also highlights sustainability investments, including 2.5 megawatts of rooftop photovoltaic systems, and a small, locally based workforce of 91 employees.
The filing outlines extensive risks, including potential failure or delay of the Merger, geographic concentration in Hawai‘i, inflation and interest‑rate pressures, tenant and anchor‑store risk, construction and development risk, cybersecurity and climate‑related threats, and the possibility of losing REIT status or facing adverse tax law changes.
Alexander & Baldwin, Inc. filed an 8-K supplementing its definitive proxy statement for the planned merger with an investor group led by MW Group, Blackstone Real Estate and DivcoWest. The company describes four shareholder lawsuits and sixteen demand letters challenging disclosures, while stating it believes these matters are without merit.
To reduce litigation risk and avoid delays to the merger vote on March 9, 2026, the company is voluntarily providing additional detail on board negotiations, termination fees and financial projections. The revised terms include a parent termination fee equal to 11.5% of equity value and a company termination fee of 3.125%, with a reduced fee if a superior proposal is accepted within 50 days. Management projections show 2026 FFO per share of $1.46 and AFFO per share of $1.31, alongside multi‑year estimates of NOI, net income and cash flows. The filing also outlines BofA Securities’ comparable company and precedent transaction analyses and reiterates extensive merger-related risk factors and forward‑looking statement cautions.
Alexander & Baldwin, Inc. President and CEO Lance K. Parker reported equity compensation activity in the company’s common stock. On February 1, 2026, he acquired 3,017 shares at $0.0000 per share, representing performance share units that vested based on relative total shareholder return and financial metrics for a period ending in calendar year 2025.
On the same date, 1,678 shares were withheld by the company at a price of $20.74 per share to cover tax withholding obligations arising from the vesting of previous performance share unit grants. After these transactions, Parker directly owned 256,451.695 shares of Alexander & Baldwin common stock.
Alexander & Baldwin, Inc. officer Scott G. Morita, Sr. Vice President & Corporate Counsel, updated his shareholdings in company common stock. On February 1, 2026, he acquired 1,639 shares at $0.0000 per share, representing stock underlying performance share units for a performance period ending in 2025.
On the same date, 2,501 shares were disposed of at $20.74 per share to cover tax withholding obligations from the vesting of restricted stock units and performance share units. After these transactions, Morita directly owned 8,721 shares of Alexander & Baldwin common stock.
Alexander & Baldwin, Inc. (ALEX) Senior Vice President Derek T. Kanehira reported equity award activity. On February 1, 2026, he acquired 2,404 shares of common stock at $0.0000 per share from performance share units that vested based on relative shareholder return and financial metrics.
On the same date, 2,483 shares of common stock were withheld at $20.74 per share to cover tax obligations from prior restricted stock unit and performance share unit vesting. After these transactions, Kanehira directly held 21,001.39 shares of Alexander & Baldwin common stock.