Welcome to our dedicated page for Ford Mtr Co Del SEC filings (Ticker: F), 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.
Ford Motor Company filings document the company’s automotive operations, capital structure, governance and material corporate events. Form 8-K reports cover quarterly and annual results, U.S. sales releases, Regulation FD disclosures, credit agreement amendments, direct financial obligations, share repurchase authorization and pension and other postretirement benefit accounting matters.
Ford’s proxy materials disclose shareholder meeting procedures, board matters, executive compensation, equity awards and governance proposals. The filing record also reflects Ford’s common stock disclosures, Class B stock context where applicable, and formal reporting for Ford Blue, Ford Model e, Ford Pro, Ford Motor Credit Company and related risk and financial reporting subjects.
Ford Motor Company is updating investors on how pension and other postretirement employee benefits will affect its fourth quarter 2025 results. Because Ford uses mark-to-market accounting, it records gains and losses from remeasuring these plans immediately in income as special items.
Ford expects a pre-tax remeasurement loss of about $0.6 billion, split between a $0.3 billion loss on U.S. pension plans and a $0.3 billion loss on non-U.S. pension plans, with an immaterial impact from OPEB plans. After tax, this is expected to reduce net income by around $0.5 billion.
The loss is treated as a special item, so it will not affect Ford’s total Company adjusted EBIT or adjusted earnings per share. The remeasurement had no impact on 2025 cash and does not change expected 2026 pension contributions. Ford states its funded plans remain fully funded. It expects pension plans to be underfunded by about $0.2 billion and OPEB plans by about $4.4 billion at year-end 2025, compared with $0.5 billion and $4.4 billion at year-end 2024.
Ford Motor Company reported that Vice Chair John T. Lawler received an equity award in the form of derivative securities. On January 15, 2026, he was granted 137,581 Ford Stock Units, recorded at a transaction price of $0.00 per unit as this is a compensation grant rather than a market purchase.
According to the footnote, these units are restricted stock units granted under the company’s 2023 Long Term Incentive Plan. The units are scheduled to fully vest on December 15, 2026, and once vested they will be settled in shares of Ford common stock. Following this award, Lawler beneficially owns 137,581 Ford Stock Units directly.
Ford Motor Company Chief Operating Officer Ashwani Galhotra reported equity award activity involving restricted stock units and common shares. On January 13, 2026, 50,978 Ford Stock Units were settled into the same number of shares of Ford common stock under the company’s Long-Term Incentive Plan, with no exercise price. To cover income tax liabilities from this settlement, the company withheld 14,845 shares of common stock at a price of $14.03 per share. After these transactions, Galhotra directly beneficially owned 1,303,721 shares of Ford common stock and 103,501 Ford Stock Units, reflecting routine award settlement and tax withholding activity rather than an open-market discretionary sale.
Ford Motor Company’s Chief Policy Officer and General Counsel, Steven P. Croley, reported equity award activity involving Ford stock. On January 13, 2026, 118,949 Ford Stock Units were settled into 118,949 shares of Ford common stock under the company’s Long-Term Incentive Plan. In a related transaction, 52,197 common shares were withheld by the company at a price of $14.03 per share to cover income tax liabilities from this settlement.
After these transactions, Croley directly held 281,468 shares of Ford common stock and 241,504 Ford Stock Units. The filing characterizes the activity as equity award settlement and tax withholding rather than an open-market purchase or sale.
Ford Motor Company filed a current report to make public a news release about its U.S. vehicle sales in the fourth quarter of 2025. The company states that this sales update, dated January 6, 2026, is included as Exhibit 99 and is incorporated by reference into the report. The filing is classified under “Other Events,” indicating it is meant to formally share this operational sales information with the market.
Ford Motor Company’s Executive Chair and Chair, as a reporting person, updated their indirect holdings of Class B stock through a voting trust. On 12/22/2025, the reporting person reported a disposition of 21,082 shares of Class B stock at a price of $0, leaving 15,105,964 shares held for their benefit by the voting trust. On the same date, they reported acquisitions of 1,405 shares held for the benefit of their spouse, bringing that voting trust position to 103,758 shares, and 2,811 shares held for the benefit of family trusts, bringing those holdings to 3,771,225 shares.
All positions are reported as indirect ownership via the voting trust, and the reporting person disclaims beneficial ownership of any other Class B shares in the trust beyond the amounts specified for their benefit, their spouse’s benefit, and the family trusts.
Ford Motor Co director reports changes in Class B stock held via voting trusts. A Form 4 filing shows several internal transfers dated 12/22/2025 involving Class B Stock, $0.01 par value, all at a reported price of $0 per share with transaction code G. After these transactions, a voting trust holds 42,822 shares of Class B stock for the benefit of the reporting person, 1,240,079 shares for the benefit of a trust of which the reporting person is a trustee, 94,564 shares for the benefit of trusts where the reporting person’s spouse is trustee, and 65,368 shares for the benefit of a trust in which the reporting person is a beneficiary. All positions are reported as indirect ownership through various voting trust arrangements.
Ford Motor Company is recording very large charges and restructuring its electric vehicle operations after reassessing EV demand and regulatory trends. In the fourth quarter of 2025, Ford expects about $3 billion of pre-tax charges tied to long-lived asset impairments and its remaining investment in the BlueOval SK battery joint venture, and about $8.5 billion to write down Ford Model e segment and other EV-related long-lived assets after canceling three planned EVs and ending production of the current-generation F-150 Lightning.
Ford also expects about $3 billion of additional pre-tax charges in the first half of 2026 related to assuming debt and acquiring two Kentucky battery plants from BlueOval SK, including roughly $500 million of cash expenditures. Beyond these items, Ford may incur up to about $5 billion of further program cancellation-related expenses and cash outlays in 2025 and 2026. A table provided estimates total pre-tax charges and expenses of roughly $19.5 billion and total cash expenditures of about $5.5 billion, with most cash outflows expected in 2026.
Ford Motor Company reported several corporate governance and benefit plan updates approved by its Board of Directors on December 11, 2025. Effective January 1, 2026, the Board amended and restated the Company’s Benefit Equalization Plan and Select Retirement Plan, and the Select Retirement Plan will be closed to new retirees as of January 2, 2026.
The Board also adopted amendments to Ford’s By-Laws, effective immediately. These changes primarily update rules for stockholder and Board meetings, including the use of virtual meetings and remote communications, refine procedures for adjournments and meeting conduct, modernize advance notice requirements for director nominations and other business to reflect new SEC universal proxy rules, remove the director retirement age provision, streamline Board committee provisions, and clarify how corporate acts may be ratified under recent Delaware case law.
Ford Motor Company director reports additional stock-based awards. A Ford Motor Company board member filed a Form 4 showing automatic credits of dividend equivalents in the form of Ford Stock Units on 12/01/2025. These came through two non-employee director stock plans: the 2024 plan credited 654 Ford Stock Units, and the 2014 plan credited 1,091 Ford Stock Units.
After these transactions, the reporting person beneficially owns 58,065 Ford Stock Units under the 2024 plan and 96,804 Ford Stock Units under the 2014 plan, held directly. The filing explains that these units generally convert into shares of Ford Common Stock and are distributed to the director without payment after their Board service ends.