Welcome to our dedicated page for Cleveland-Cliffs SEC filings (Ticker: CLF), 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.
Cleveland-Cliffs Inc. filings document results of operations and financial condition for a vertically integrated steelmaker with a Steelmaking reportable segment. Form 8-K reports furnish quarterly and annual earnings releases, steel shipment information, revenues, liquidity, product-sales mix and exhibits formatted with Inline XBRL cover-page data.
The company’s formal disclosures also cover proxy governance, board composition, committee assignments and director compensation under its nonemployee director plan. Other filings record material agreements and capital-structure activity, including underwriting documents, shelf-registration exhibits, senior guaranteed notes, indenture supplements, guarantor arrangements and related legal opinions.
Cleveland-Cliffs is asking shareholders to vote at its virtual 2026 Annual Meeting on May 14, 2026 to elect eight directors, approve executive pay on an advisory basis and ratify Deloitte & Touche as auditor. The company highlights 2025 as a restructuring year, exiting non-core assets, extending debt maturities and reducing capital spending to strengthen its balance sheet ahead of an improving steel market supported by Section 232 tariffs and lower imports. Management stresses a shift toward higher-margin flat-rolled products and multi-year contracts with all major auto OEMs, plus a technology that lets automakers substitute aluminum with Cleveland-Cliffs steel using existing tooling. Sustainability priorities include safety, with a 2025 Total Recordable Incident Rate of 0.8, and decarbonization projects backed by up to $575 million in potential U.S. Department of Energy funding. The proxy also details governance practices, board structure and 2025 compensation, including $18.4 million in total compensation for CEO Lourenco Goncalves.
The Vanguard Group filed Amendment No. 16 to a SCHEDULE 13G/A reporting it beneficially owns 0 shares of Cleveland-Cliffs Inc common stock, representing 0% of the class. The filing explains an internal realignment effective January 12, 2026 that caused certain Vanguard subsidiaries or business divisions to report separately.
The submission is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
Cleveland-Cliffs Inc. reported that Douglas C. Taylor, the Lead Director of its Board, submitted his resignation as a director on February 19, 2026, conditional on Board acceptance. His decision was stated not to involve any disagreement with the company’s operations, policies or practices and followed corporate governance guidelines requiring directors to resign after certain changes in primary occupation or business affiliation.
On February 22, 2026, the Board, following a recommendation from its Governance and Nominating Committee, accepted Mr. Taylor’s resignation effective immediately. To replace his leadership roles, the Board appointed Ralph S. Michael, III as Lead Director and Edilson T. Camara as Chairman of the Compensation and Organization Committee.
Floriani Kimberly A reported acquisition or exercise transactions in this Form 4 filing.
CLEVELAND-CLIFFS INC. reported that executive Kimberly A. Floriani, SVP, Controller & CAO, received equity-based awards. She was granted 29,573 restricted stock units, each representing a cash value tied to the company’s share price, generally vesting on the third anniversary of the February 18, 2026 grant date.
She was also granted 29,573 target market stock units, each representing a contingent right to receive one common share. The number of market stock units ultimately earned can range from 50% to 150% of target, based on stock price performance over a three-year period starting February 18, 2026.
Graham James D reported acquisition or exercise transactions in this Form 4 filing.
CLEVELAND-CLIFFS INC. executive James D. Graham, EVP Chief Legal Admin & Sec, reported awards of restricted and performance-based stock units. He received 141,991 restricted stock units that track the value of Cleveland-Cliffs common shares in cash and generally vest on the third anniversary of the February 18, 2026 grant date.
He also received 141,991 target market stock units, each representing a contingent right to receive one common share. These target units can be earned from 50% to 150% of the target amount based on stock price performance over a three-year period starting February 18, 2026, subject to the award’s other terms.
Goncalves Celso L Jr reported acquisition or exercise transactions in this Form 4 filing.
CLEVELAND-CLIFFS INC. executive vice president and CFO Celso L. Goncalves Jr reported equity awards on a Form 4. He received 188,531 restricted stock units, each representing a contingent right to receive a cash value tied to the price of Cleveland-Cliffs common shares. These restricted stock units generally vest on the third anniversary of the grant date of February 18, 2026, subject to the award’s other terms. He was also granted 188,531 target market stock units, each representing a contingent right to receive one Cleveland-Cliffs common share, which can be earned from 50% to 150% of target based on stock price performance over a three-year period starting February 18, 2026.
Koci Keith reported acquisition or exercise transactions in this Form 4 filing.
Cleveland-Cliffs Inc. executive Keith Koci, EVP & President, CC Services, reported the grant of equity-based awards. On February 18, 2026, he received 163,791 restricted stock units, each representing a right to a cash amount linked to the company’s share price. These restricted stock units generally vest on the third anniversary of the grant date, subject to award terms.
On the same date, he was also granted 163,791 target market stock units, each representing a contingent right to receive one Cleveland-Cliffs common share. The number of shares ultimately earned can range from 50% to 150% of the target based on stock price performance over a three-year period starting February 18, 2026, and other award conditions.
Smith Clifford T reported acquisition or exercise transactions in this Form 4 filing.
CLEVELAND-CLIFFS INC. executive Clifford T. Smith, EVP & Chief Operating Officer, reported awards of derivative equity-based compensation. He received 198,128 Restricted Stock Units, each representing a contingent right to cash based on the price of Cleveland-Cliffs common shares, generally vesting on the third anniversary of the February 18, 2026 grant date.
He also received 198,128 target Market Stock Units, each representing a contingent right to receive one Cleveland-Cliffs common share. These market stock units can be earned from 50% to 150% of target based on the company’s stock price performance over a three-year performance period starting February 18, 2026.
GONCALVES LOURENCO reported acquisition or exercise transactions in this Form 4 filing.
Cleveland-Cliffs Inc. reported that Chairman, President & CEO Lourenco Goncalves received new equity-based awards. He was granted 650,900 restricted stock units and 650,900 target market stock units on February 18, 2026, both at a stated price of $0.00 per unit as part of compensation.
The restricted stock units are cash-settled awards that generally vest on the third anniversary of the February 18, 2026 grant date, subject to award terms. Each target market stock unit represents a contingent right to receive one common share, with 50% to 150% of the target amount potentially earned based on stock price performance over a three-year period starting February 18, 2026.
CLEVELAND-CLIFFS INC. executive vice president and chief operating officer Clifford T. Smith reported an open-market sale of 200,000 Common Shares on February 17, 2026 at a weighted average price of $10.4604 per share. The sale occurred through multiple transactions at prices ranging from $10.10 to $10.67.
After this sale, Smith directly owned 560,529 Common Shares. He also reported indirect ownership of 100,106 Common Shares held by a grantor retained annuity trust. The filing notes that detailed trade-by-trade pricing within the reported range is available upon request.