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.
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.
A holder of CLF common stock has filed a Form 144 notice to sell 200,000 shares through Fidelity Brokerage Services on the NYSE, with an aggregate market value of $2,092,082.63 and an approximate sale date of February 17, 2026.
The notice states that 570,390,499 common shares were outstanding. The shares to be sold were acquired as restricted stock compensation from the issuer over multiple vesting dates between 2014 and 2024, including grants such as 96,965 shares on February 19, 2019 and 50,901 shares on January 4, 2022.
Cleveland-Cliffs Inc. director Edilson Camara bought 19,700 common shares in an open-market transaction. The purchase took place on February 13, 2026 at a weighted average price of $10.1333 per share, with individual trade prices ranging from $10.12 to $10.14.
Following this transaction, Camara directly owns 41,983 Cleveland-Cliffs common shares. The filing notes that detailed trade-by-trade pricing within the reported range is available upon request to the company, its shareholders, or the SEC staff.
Cleveland-Cliffs Inc. reported an insider-related sale of 3,000,000 common shares executed on February 11, 2026 by a 2025 grantor retained annuity trust associated with Chairman, President & CEO Lourenco Goncalves. The shares were sold in open-market transactions at a weighted average price of $12.4191 per share, with individual trade prices ranging from $12.20 to $12.96. Following the transaction, Goncalves is reported as directly beneficially owning 3,015,486 common shares.
Cleveland-Cliffs has a holder that filed a notice of proposed sale for 3,000,000 shares of common stock through UBS Financial Services on the NYSE. The filing lists an aggregate market value of $36,540,000 and notes 569,707,468 shares outstanding, with an approximate sale date of February 11, 2026. The shares were accumulated over several years through open-market purchases, restricted stock unit and performance share unit vesting, stock option exercises, and other compensation-related awards.