Fair Isaac Corp SEC Filings

Fair Isaac Corporation (FICO) – Form 4 insider transaction

President & CEO William J. Lansing reported a series of open-market sales on 8 July 2025. In 30 separate trades executed throughout the day, he sold a total of 2,200 shares of FICO common stock at prices ranging from $1,650.00 to $1,887.71 per share. The weighted-average prices for many trades are disclosed in the footnotes.

Following the transactions, Lansing’s direct beneficial ownership declined from 44,338 to 42,138 shares, a reduction of roughly 5% of his personally held stake. No Rule 10b5-1(c) trading-plan box was marked, and the filing is identified as “Part 2 of a 3-Part filing.” No derivative securities were bought or sold.

• Form type: Form 4 – Statement of Changes in Beneficial Ownership
• Insider role: Director; President & CEO
• Transaction date: 07/08/2025  |  Filing date: 07/10/2025
• Total shares sold: 2,200  |  Remaining ownership: 42,138 shares
• Approximate sale proceeds (calculated from disclosed price ranges) exceed $3.6 million.

The disposal represents routine diversification rather than a wholesale exit, but investors typically view unplanned CEO selling as a modestly negative signal, particularly given the absence of a disclosed 10b5-1 plan.

Delta Air Lines (DAL) has filed a Form S-8 to register an additional 9,600,000 shares of common stock for issuance under the Delta Air Lines, Inc. Performance Compensation Plan, as amended and restated effective June 19, 2025. The filing incorporates previous S-8 registrations (Nos. 333-142424, 333-149308, 333-154818 and 333-212525) by reference, streamlining disclosure under General Instruction E.

The plan covers equity-based awards granted to employees, officers and directors, reinforcing the company’s long-term incentive structure. The filing outlines standard indemnification provisions under Delaware law, confirms that Associate General Counsel Alan T. Rosselot has provided a legality opinion on the shares, and lists required exhibits, including Ernst & Young LLP’s consent and updated bylaws.

No new financial results, business strategy changes or capital-raising activities are disclosed; the registration purely facilitates share issuance for compensation purposes. Governance procedures—such as a comprehensive power of attorney from the board and executive sign-off by CFO Daniel C. Janki—confirm compliance with Securities Act requirements.

Key takeaway: the S-8 expands the share pool available for employee equity awards, which may cause modest dilution but is a routine administrative action for a large-cap issuer like Delta.

Iron Mountain Incorporated (NYSE: IRM) filed a Form 4 on 8 July 2025 reporting insider activity by director Doyle R. Simons.

• Two acquisitions of derivative securities: 340.987 phantom shares on 3 July 2025 and 347.908 phantom shares on 7 July 2025, both coded “A”.
• Plan-based transactions: The units were credited under the company’s Directors Deferred Compensation Plan; each phantom share mirrors one IRM common share and will be delivered after the director’s board service ends or upon disability.
• Post-transaction balance: Simons now holds 44,369.762 phantom shares, up by 688.895 units from the prior balance.
• Reference pricing: Column 8 lists weighted-average prices of $100.56 and $100.601, representing multiple trades executed between $100.419 and $100.624.
• Signal strength: Because the activity is compensation-related rather than open-market buying, the transactions are generally considered routine and carry limited market-moving impact.