Cabot SEC Filings

Cabot Corp director Raffiq Nathoo received a small phantom stock award as part of board compensation. On this Form 4, he acquired 8.3153 phantom stock units tied to Cabot common stock, valued at $69.49 per unit, bringing his total phantom stock holdings to 1,292.3803 units.

The filing notes these units represent dividends paid on previously acquired phantom stock under Cabot’s Non-Employee Director’s Deferral Plan and will be settled in stock or cash when his board service ends or according to his distribution election. This is a routine, non-cash, compensation-related accrual rather than an open-market trade.

Kalita Karen A reported acquisition or exercise transactions in this Form 4 filing.

CABOT CORP senior vice president and general counsel Karen A. Kalita received an automatic award of 33.9804 phantom stock units on Common Stock. These units were credited on the basis of dividends paid under the corporation's Supplemental 401(k) Plan and are part of her deferred compensation.

After this grant, Kalita holds a total of 5,281.3196 phantom stock units. Each phantom unit is linked 1-for-1 to a share of Cabot common stock and is scheduled to be settled in stock or cash only when she retires or otherwise leaves the company.

Masterson William F III reported acquisition or exercise transactions in this Form 4 filing.

Cabot Corp Senior Vice President William F. Masterson III received an automatic credit of 3.3701 Phantom Stock Units tied to Cabot common stock, valued at $69.49 per unit. These units represent dividends paid on earlier phantom stock holdings under the Supplemental 401(k) Plan and will be settled upon his retirement or other termination of employment. Following this grant, his phantom stock unit balance reported in the plan is 523.795 units.

Cabot Corporation reported results of its annual stockholder meeting held on March 12, 2026. Stockholders elected three directors—Sean D. Keohane, Raffiq Nathoo, and Thierry Vanlancker—to the class of directors whose terms expire in 2029. The existing directors, including Cynthia A. Arnold and others, continue in office.

Stockholders also approved, on an advisory basis, the compensation of the company’s named executive officers, with substantially more votes cast “For” than “Against.” In a separate routine matter, stockholders ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending September 30, 2026.

Cabot Corporation reported lower results for the quarter ended December 31, 2025, its first quarter of fiscal 2026. Net sales and other operating revenues fell to $849 million from $955 million, mainly due to lower volumes and less favorable pricing and product mix in both Reinforcement Materials and Performance Chemicals.

Net income attributable to Cabot dropped to $73 million, or $1.37 per diluted share, from $93 million, or $1.67 per diluted share. Reinforcement Materials EBIT declined to $102 million from $130 million on weaker tire-related demand and competitive pressure in Asia, while Performance Chemicals EBIT increased to $48 million from $45 million on better product mix and cost controls.

Operating cash flow was strong at $126 million, supporting capital spending of $69 million, share repurchases of $52 million, and common dividends of $24 million. Cabot ended the quarter with $230 million in cash and $1.2 billion of available borrowing capacity. The company also initiated a restructuring in Performance Chemicals and later closed a ~$70 million acquisition of a carbon black plant in Mexico.

Cabot Corporation filed a current report to let investors know it has released operating results for its fiscal quarter ended December 31, 2025. The company did this by issuing a press release on February 3, 2026, which is included as Exhibit 99.1.

The 8-K itself mainly serves as a formal notice that these quarterly results are now available through the attached press release, rather than presenting detailed financial figures directly in the report.

Cabot Corporation has issued its 2026 proxy statement for a fully virtual Annual Meeting of Stockholders on March 12, 2026 at 4:00 p.m. Eastern Time. Stockholders of record at the close of business on January 14, 2026, when 52,221,604 shares of common stock were outstanding, may vote.

Investors are asked to elect three directors for terms expiring in 2029, approve on an advisory basis the company’s executive compensation, and ratify Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending September 30, 2026. The Board also describes its ESG-focused oversight structure, including a Safety, Health, Environment & Sustainability Committee and 2030 sustainability goals. Executive pay is positioned as strongly performance-based, with most CEO and senior executive compensation delivered through at-risk annual incentives and long-term equity awards tied to adjusted EPS and return on net assets.

Cabot Corporation reported upcoming changes to its board structure around the 2026 Annual Meeting of Stockholders. The current terms of directors Juan Enriquez and William C. Kirby will end at that meeting. The board has nominated existing director Thierry Vanlancker, whose current term runs to the 2028 annual meeting, to stand for election at the 2026 Annual Meeting for a new term extending to the 2029 annual meeting.

To enable this change, on January 8, 2026, Mr. Vanlancker submitted a conditional resignation effective immediately before the 2026 Annual Meeting, contingent on his reappointment to a new term that will then expire at the 2026 Annual Meeting. His resignation and reappointment are described as being solely to rebalance the three board classes so they are approximately equal in size.