Ford Mtr Co Del SEC Filings

FORD WILLIAM CLAY JR reported acquisition or exercise transactions in this Form 4 filing.

FORD MOTOR CO executive chair William Clay Ford Jr. reported receiving a grant of 55 Ford Stock Units as a dividend equivalent under the company’s deferred compensation plan for non-employee directors. These units increase his total to 5,057 units and are expected to be settled in cash after his board service ends, based on the then-current market value of Ford common stock, with no payment required from him.

Ford Motor Company director Adriana Cisneros acquired 510 Ford Stock Units at no cost as a grant under the company’s 2024 Stock Plan for Non-Employee Directors. These units represent dividend equivalents and will convert into Ford common shares, generally on the earlier of five years from the related grant date or her separation from the board. Following this award, she holds 45,942 Ford Stock Units directly.

Ford Motor Company director Kimberly A. Casiano reported the acquisition of additional Ford Stock Units as dividend-equivalent awards. On March 2, 2026, she was credited 444, 2,893, and 2,324 stock units under Ford’s non-employee director plans, totaling 5,661 units at no cash cost.

According to the plans, some of these restricted stock units will be converted into Ford common shares and delivered after she leaves the board, while others will be settled in cash based on Ford’s share price at that time.

Ford Motor Company director Alexandra Ford English reported indirect gifts of Class B stock held through a voting trust. On February 19, 2026, the voting trust made bona fide gifts of 1,375 and 2,750 Class B shares, each at a stated price of $0.00 per share.

After these gifts, the voting trust continued to hold 1,241,454 Class B shares for a trust benefiting English or her family and 97,314 shares for trusts where her spouse is trustee, plus additional indirect holdings of 65,368 and 42,822 shares for her benefit.

FORD MOTOR CO executive chair William Clay Ford Jr. reported a mix of trust-related stock movements. A voting trust for family trusts associated with him bought 140,000 shares of Class B stock at $13.8175 per share. He also received 583,025 common shares from a trust distribution and 85,301 common shares as trustee, both at no stated cost. In addition, two voting trust accounts made bona fide gifts of 1,375 Class B shares each, one for his benefit and one for family trusts, while overall indirect Class B holdings in the voting trust remain very large.

FORD MOTOR CO executive Michael Amend reported equity award activity rather than open-market trades. On February 15, 2026, he exercised 79,872 Ford Stock Units at $0.00 per unit, converting them into 79,872 shares of common stock under the company’s Long-Term Incentive Plan.

Following this conversion, his direct common stock holdings increased to 681,287 shares. On the same date, 24,431 shares of common stock were disposed of at $14.12 per share, with the footnotes explaining these shares were withheld by Ford to cover income tax liabilities from the restricted stock unit settlement. After this tax-withholding disposition, his direct common stock ownership stood at 656,856 shares.

Ford Motor Company has filed an automatic shelf registration statement on Form S-3, allowing it to offer various securities from time to time. The prospectus covers senior and subordinated debt, preferred and common stock, depositary shares, warrants, stock purchase contracts, and stock purchase units.

Ford states that net proceeds from future offerings will be used for general corporate purposes, which may include repaying outstanding debt as described in applicable prospectus supplements. The filing incorporates by reference Ford’s latest Annual Report and other SEC reports, and highlights existing risks, forward-looking statement cautions, and its capital and rights-plan structure.

Ford Motor Company filed its annual report describing 2025 operations, market position, and key risks under its Ford+ transformation plan. The company sold about 4,395,000 vehicles at wholesale worldwide and operated through three main segments: Ford Blue, Ford Model e, and Ford Pro, plus Ford Credit.

Ford Blue focuses on internal combustion and hybrid vehicles, Ford Model e on electric vehicles and software, and Ford Pro on commercial and government customers. U.S. 2025 sales reached 2.2 million units, with 84,113 electric and 228,072 hybrid vehicles. Ford employed about 169,000 people globally and maintained 8,226 dealerships worldwide.

Ford Motor Company reported record full-year 2025 revenue of $187.3 billion, but swung to a net loss of $8.2 billion, largely driven by special items including major EV-related impairments and program cancellations. Adjusted EBIT, which strips out these one-time items, was $6.8 billion, down from 2024, and adjusted EBIT margin fell to 3.6%.

In the fourth quarter, revenue was $45.9 billion with a net loss of $11.1 billion and adjusted EBIT of $1.0 billion. Cash generation remained strong: full-year operating cash flow reached $21.3 billion and adjusted free cash flow was $3.5 billion, ending the year with about $29 billion in cash and $50 billion in total liquidity.

By segment in 2025, Ford Pro delivered more than $66 billion of revenue and $6.8 billion of EBIT with a double-digit margin, while Ford Blue earned $3.0 billion of EBIT on roughly $101 billion of revenue. Ford Model e, the EV segment, posted a full-year EBIT loss of $4.8 billion, a modest improvement from 2024, and Ford Credit generated $2.6 billion of earnings before taxes, up 55%.

For full-year 2026, Ford targets adjusted EBIT of $8.0–$10.0 billion, adjusted free cash flow of $5.0–$6.0 billion, and capital spending of $9.5–$10.5 billion, including about $1.5 billion to ramp Ford Energy. Segment guidance calls for Ford Pro EBIT of $6.5–$7.5 billion, Ford Blue EBIT of $4.0–$4.5 billion, and a $4.0–$4.5 billion loss for Ford Model e, with Ford Credit EBT expected around $2.5 billion.