[8-K] GE Aerospace Reports Material Event

Rhea-AI Filing Summary

On 24 Jul 2025 Kestra Medical Technologies (KMTS) director Raymond W. Cohen filed Form 4 disclosing the automatic conversion and acquisition of 12,994 restricted common shares. The shares arose from previously granted Class A units of West Affum Holdings that converted in conjunction with the company’s IPO; therefore, no cash consideration was paid (transaction code “A”). After the event, Cohen’s beneficial ownership stands at 12,994 KMTS shares held directly.

The award vests in three tranches: 4,331 shares vested immediately on 24 Jul 2025; an additional 4,331 will vest on 24 Jul 2026; and the remaining 4,332 will vest on 24 Jul 2027. The filing shows no open-market purchases, sales, option activity, or derivative positions, and it contains no financial performance metrics.

While the transaction modestly increases insider alignment, the share amount is relatively small and is unlikely to be market-moving by itself.

Positive

• Director ownership increase: Cohen now holds 12,994 KMTS shares, enhancing alignment with public shareholders.

Negative

• Limited immediacy: Only 4,331 shares are currently vested; 66% remain restricted until 2026-2027.

Insights

Financial Analyst

TL;DR: Routine IPO-related share conversion; aligns director but immaterial to valuation.

The Form 4 records a non-cash grant that brings Cohen’s direct stake to 12,994 shares. Given KMTS’s likely post-IPO float, this holding is negligible from a supply-demand standpoint. The staged vesting maintains long-term alignment but also limits immediate tradable float. No buy/sell signals or valuation insight can be drawn; therefore impact on stock price should be neutral.

Corporate Governance Expert

TL;DR: Standard equity incentive; positive alignment, but governance impact modest.

The conversion follows typical IPO clean-up mechanics, shifting partnership units into listed equity. Multi-year vesting supports retention and aligns director incentives with shareholder value creation through 2027. No red flags—authority covered by existing PoA. However, the quantum is small, so governance leverage remains limited.

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported) July 22, 2025

 

General Electric Company

(Exact name of registrant as specified in its charter)

New York		001-00035		14-0689340
(State or other jurisdiction of incorporation)		(Commission File Number)		(IRS Employer Identification No.)
1 Neumann Way, Evendale,  OH				45215
(Address of principal executive offices)				(Zip Code)

(Registrant’s telephone number, including area code) (617) 443-3000

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instructions A.2. below):

	☐	Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
	☐	Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
	☐	Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
	☐	Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Common stock, par value $0.01 per share	GE	New York Stock Exchange
1.875% Notes due 2027	GE 27E	New York Stock Exchange
1.500% Notes due 2029	GE 29	New York Stock Exchange
7 1/2% Guaranteed Subordinated Notes due	GE /35	New York Stock Exchange
2.125% Notes due 2037	GE 37	New York Stock Exchange

	Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).
	Emerging growth company	☐
	If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards pursuant to Section 13(a) of the Exchange Act.	☐

Item 8.01 Other Events.

On July 22, 2025, General Electric Company, operating as GE Aerospace (the “Company”), entered into an underwriting agreement by and among the Company and J.P. Morgan Securities LLC, BofA Securities, Inc., and Morgan Stanley & Co. LLC, as Representatives of the several underwriters named therein (the “Underwriting Agreement”), with respect to the issuance and sale of $1,000,000,000 aggregate principal amount of 4.300% Notes due 2030 (the “2030 Notes”) and $1,000,000,000 aggregate principal amount of 4.900% Notes due 2036 (the “2036 Notes” and, together with the 2030 Notes, the “Notes”).

The Notes were registered under the Company’s Registration Statement on Form S-3 (Registration No. 333-276832) (the “Registration Statement”) filed with the Securities and Exchange Commission on February 2, 2024, as supplemented by a preliminary prospectus supplement, filed with the SEC on July 22, 2025, and a final prospectus supplement, filed with the SEC on July 24, 2025.

The above description of the Underwriting Agreement is a summary only and is qualified in its entirety by reference to the Underwriting Agreement, which is attached as Exhibit 1.1 to this Current Report on Form 8-K. This Current Report on Form 8-K is incorporated by reference into the Registration Statement.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit Number	Description
1.1	Underwriting Agreement, dated July 22, 2025, by and among General Electric Company and J.P. Morgan Securities LLC, BofA Securities, Inc., and Morgan Stanley & Co. LLC, as Representatives of the several underwriters named therein.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

		General Electric Company
		(Registrant)
Date: July 24, 2025		/s/ Robert Giglietti
		Robert Giglietti Vice President – Chief Accounting Officer, Controller and Treasurer Principal Accounting Officer

NYSE NYSE NYSE NYSE NYSE 0000040545 false General Electric Co 0000040545 2025-07-22 2025-07-22 0000040545 us-gaap:CommonStockMember 2025-07-22 2025-07-22 0000040545 ge:A1875NotesDue2027Member 2025-07-22 2025-07-22 0000040545 ge:A1500NotesDue2029Member 2025-07-22 2025-07-22 0000040545 ge:A75GuaranteedSubordinatedNotesDue2035Member 2025-07-22 2025-07-22 0000040545 ge:A2125NotesDue2037Member 2025-07-22 2025-07-22

FAQ

What did KMTS director Raymond W. Cohen report in the Form 4 filed on July 24, 2025?

He reported the automatic acquisition of 12,994 restricted common shares due to IPO-related unit conversion.

How many KMTS shares does Cohen own after the reported transaction?

Cohen beneficially owns 12,994 common shares, all held directly.

Was any cash paid for the 12,994 KMTS shares?

No. The shares were received through an automatic conversion; no purchase price was involved.

What is the vesting schedule for the restricted KMTS shares?

4,331 shares vested on 7/24/25; another 4,331 vest on 7/24/26; the final 4,332 vest on 7/24/27.

Does the filing indicate insider buying or selling activity?

It indicates an award conversion, not an open-market buy or sale; no shares were sold.