Walt Disney SEC Filings

Derica W. Rice, a Director of The Walt Disney Company (DIS), reported an acquisition on 09/30/2025 of 947.9 shares of Disney common stock at a price of $113.73 per share. After the transaction the reporting person beneficially owned 20,576.5 shares. The filing states that the reported shares include 366.3 stock units issued in lieu of cash retainer fees and 581.6 deferred stock units granted as a quarterly grant under the company’s Amended and Restated 2011 Stock Incentive Plan, plus additional units from dividends. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person on 10/02/2025.

The filing shows that Calvin McDonald, identified as a director of The Walt Disney Company (DIS), acquired 844.4 shares on 09/30/2025 at a reported price of $113.73 per share. The reported amount results from a combination of 276.8 stock units credited in lieu of quarterly cash retainer fees and 567.6 deferred stock units granted under the company’s Amended and Restated 2011 Stock Incentive Plan, plus additional units credited for dividends. After the transactions, Mr. McDonald beneficially owned 26,702.3 shares. The shares credited as stock units are to be issued subject to the Plan’s terms. The Form 4 was signed by an attorney-in-fact on 10/02/2025.

The Walt Disney Company amended Sonia L. Coleman’s employment agreement to extend the term through June 30, 2028 and change her title to Senior Executive Vice President and Chief People Officer. The amendment increases her annual base salary to $1,000,000 effective September 27, 2025, raises her target annual bonus to 175% of base salary commencing for the company’s fiscal year 2025, and raises her target long‑term equity incentive annual award value to 375% of base salary commencing for fiscal year 2026. The amendment is attached as Exhibit 10.1 to the report and incorporated by reference.

Kristina K. Schake, Sr. EVP and Chief Communications Officer of The Walt Disney Company (DIS), reported that restricted stock units vested and converted into common stock on 09/28/2025 under the company's Amended and Restated 2011 Stock Incentive Plan. The report shows 249 and 45 restricted stock units vested and converted 1-for-1 into shares, with dividend equivalents and a cash deduction for fractional shares reflected in the totals.

To satisfy tax withholding, 90 shares and 17 shares were withheld (not sold in the market) at an indicated withholding price of $113.165. Following the transactions, the reporting person’s beneficial ownership totals are shown sequentially as 16,158, 16,068, 16,113 and 16,096 shares in the filing.

Brent Woodford, EVP, Control, Financial Planning & Tax at The Walt Disney Company (DIS), reported stock transactions on 09/23/2025. 1,085 restricted stock units vested and converted 1-for-1 into 1,085 shares of Disney common stock, increasing his direct beneficial ownership to 52,822 shares. To cover tax withholding on the vesting, 294 shares were withheld/disposed at an indicated price of $112.61; this withholding was not an open-market sale. The filing also discloses 100 shares held indirectly by a spouse in an IRA and 289.575 shares held indirectly in the Disney Stock Fund within a 401(k). The remaining portion of the award vests as to 1,086 stock units on September 23, 2026. The form was signed via attorney-in-fact on 09/24/2025.

Kristina K. Schake, Sr. EVP and Chief Communications Officer of Walt Disney Co (DIS), reported the vesting of restricted stock units. 77.571 restricted stock units were deemed to have satisfied performance conditions and were awarded on 09/19/2025, converting 1-for-1 into 77.571 shares of Disney common stock with a $0 price. The award becomes exercisable or vests on 09/28/2025. Following this transaction, Ms. Schake beneficially owns 249.3972 shares directly. The Form 4 was signed on behalf of the reporting person on 09/22/2025. The filing notes the units were part of awards from the company’s 2022 fiscal year and included adjustments for performance and accumulated dividend equivalents.

The filing is a registration statement (Form S-3ASR) for The Walt Disney Company (DIS) that incorporates by reference the company’s Annual Report on Form 10-K for the fiscal year ended September 28, 2024 and subsequent Quarterly Reports, certain Form 8-Ks and registration statements. It lists the types of securities that may be issued (debt, preferred stock, common stock, warrants, purchase contracts, units, depositary shares) and attaches governing documents and agreements by exhibit number, including the indenture and forms of securities. The document includes auditor and counsel consents and signatures dated August 28, 2025.

Sonia L. Coleman, Sr. EVP and Chief HR Officer of The Walt Disney Company (DIS), reported a sale of 1,971 shares of Disney common stock on 08/25/2025 at a price of $118.57 per share. The filing states the sale was executed under a Rule 10b5-1 written plan adopted May 23, 2025. After the reported transaction Ms. Coleman holds 0 shares directly and 993.364 shares indirectly through The Walt Disney Stock Fund in the company 401(k) plan, which includes Company matching contributions.

The Walt Disney Company (DIS) insider filed a Form 144 to report a proposed sale of 1,971 common shares through Merrill Lynch on the New York Stock Exchange, with an aggregate market value of $233,701.47 and an approximate sale date of 08/25/2025.

All 1,971 shares were acquired via restricted stock unit vesting from The Walt Disney Company on 06/15/2025, 06/23/2025 and 07/17/2025 in several tranches (561, 187, 514, 177, 532). The filer reports no securities sold during the past three months and certifies no undisclosed material adverse information.