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GLOBALFOUNDRIES (GFS) SEC Filings, May 1-7, 2026

GFS NASDAQ

GlobalFoundries Inc. filings document its foreign private issuer reporting, semiconductor foundry operations, ordinary-share capital structure and material events. Form 6-K reports include interim condensed consolidated financial statements, management discussion and analysis, IFRS and Non-IFRS operating measures, dividend and share-repurchase authorizations, and investor-day materials.

The filings also cover closed secondary offering and share repurchase transactions involving ordinary shares, underwriting agreements, Form F-3 registration-statement incorporation, governance changes, shareholder voting matters and material agreements tied to its technology portfolio, manufacturing footprint and customer end markets.

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GLOBALFOUNDRIES Inc.’s Chief Business Officer Michael James Hogan reported an open-market sale of 500 ordinary shares at $70.00 per share. After the transaction, he directly holds 15,395 ordinary shares.

The sale was executed under a pre-established Rule 10b5-1 trading plan and is a permitted exception to a lock-up agreement that runs until May 10, 2026, indicating a planned, routine liquidity event rather than a discretionary trade.

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GlobalFoundries used its 2026 Investor Day to outline a long-term growth roadmap focused on AI-centric markets and announced its first-ever quarterly dividend. The Board approved a dividend of $0.12 per share, payable on July 14, 2026 to shareholders of record on June 24, 2026.

The company also introduced a new capital allocation framework targeting returns of up to 50% of trailing twelve-month Non-IFRS adjusted free cash flow, after investments, through dividends and share repurchases. Management emphasized multiple growth vectors in high-margin businesses and a goal of durable growth, expanding profitability and long-term shareholder value.

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Schedule 13G/A
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FMR LLC and Abigail P. Johnson reported beneficial ownership of GLOBALFOUNDRIES INC common stock. FMR LLC beneficially owned 64,058,166.25 shares, representing 11.5% of the class as reported. The filing states the Select Semiconductors Portfolio held 30,422,657 shares (5.5%) as of 03/31/2026. Ownership figures reflect sole dispositive power and voting power entries shown on the cover pages.

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GLOBALFOUNDRIES Inc. Chief Manufacturing Officer Pradip Singh Hardip Singh reported routine equity compensation activity. On May 1, 2026, restricted stock units vested and settled into 5,315 ordinary shares, reflecting previously granted awards.

To cover related tax obligations, the issuer withheld 2,714 ordinary shares at $64.60 per share in a non-market, tax-withholding disposition. Following these events, he directly holds 51,764 ordinary shares and 70,095 RSUs scheduled to vest between February 27, 2027 and March 1, 2029, subject to continued service.

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Caulfield Thomas reported acquisition or exercise transactions in this Form 4 filing.

GLOBALFOUNDRIES Inc. director Thomas Caulfield reported receiving a grant of 146,199 restricted share units (RSUs) on May 1, 2026. The new RSUs vest on December 31, 2027, if he remains in service through that date, and each RSU can settle into one ordinary share.

After this award, Caulfield holds 188,256 RSUs directly, according to the filing. Footnotes state that 42,057 of these RSUs vest on February 27, 2027, and 146,199 vest on December 31, 2027, all subject to his continued service with the company.

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GLOBALFOUNDRIES reports modest top-line growth but sharply lower profit for the three months ended March 31, 2026. Net revenue rose to $1,634 million from $1,585 million, while net income fell to $104 million from $211 million as the effective tax rate climbed to 43.8%.

Gross margin improved to 27.6% from 22.4%, helped by richer manufacturing mix and lower depreciation, partly offset by reduced customer underutilization payments. Automotive and Communications Infrastructure & Datacenter revenue grew strongly, while Home and Industrial IoT and Smart Mobile Devices declined.

Operating cash flow strengthened to $542 million, supporting $400 million of share repurchases, including $300 million bought from majority shareholder MTIC. The company ended with about $3.8 billion in cash, cash equivalents and marketable securities and roughly $1.1 billion of debt, and continues to integrate recent acquisitions and pursue the planned Synopsys ARC IP purchase.

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GlobalFoundries reported preliminary first quarter 2026 results with net revenue of $1.634 billion, up 3% from $1.585 billion a year earlier. Gross margin improved to 27.6% and Non-IFRS gross margin to 29.0%, reflecting better profitability on each dollar of sales.

Net income was $104 million, down from $211 million, with diluted EPS of $0.18 versus $0.38, while Non-IFRS net income rose to $227 million and Non-IFRS diluted EPS to $0.40. Non-IFRS adjusted EBITDA reached $561 million. Cash, cash equivalents and marketable securities totaled $3.8 billion, supported by $542 million of cash from operating activities and Non-IFRS adjusted free cash flow of $233 million.

For the second quarter 2026, the company guides net revenue to $1.760 billion ± $25 million, IFRS gross margin of 27.4% ± 100bps, IFRS diluted EPS of $0.30 ± $0.05, and Non-IFRS diluted EPS of $0.43 ± $0.05.

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GLOBALFOUNDRIES Inc. Chief Legal Officer Azar Samak L reported an open-market sale of 500 Ordinary Shares on April 30, 2026, at $63.00 per share. After this transaction, the reporting person directly held 16,494 Ordinary Shares.

According to the disclosure, the reporting person is subject to a lock-up agreement that expires on May 10, 2026, entered into with underwriters in connection with an offering by the issuer’s majority shareholder. The sale was a permissible exemption under that lock-up and was executed under a pre-established Rule 10b5-1 trading plan adopted prior to the offering.

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GLOBALFOUNDRIES Inc. Chief Business Officer Michael James Hogan reported two insider transactions. On April 29, 2026, he made a bona fide gift of 150 Ordinary Shares and separately sold 2,300 Ordinary Shares at $60.69 per share in an open-market transaction. Both transactions were executed under a pre-arranged Rule 10b5-1 trading plan and are permitted exceptions to a lock-up agreement that runs until May 10, 2026. Hogan continues to hold more than 15,000 Ordinary Shares after these transactions.

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GLOBALFOUNDRIES Inc. director Marc Antaki reported routine equity compensation activity tied to restricted stock units. On April 29, 2026, 5,971 RSUs vested and were settled into the same number of ordinary shares. To cover tax withholding obligations, the issuer withheld 1,792 ordinary shares at a price of $59.49 per share, a non-market disposition rather than an open-market sale. Following these transactions, Antaki directly holds 4,179 ordinary shares and 11,538 RSUs. Of these RSUs, 5,971 are scheduled to vest in equal installments on April 29, 2027, and 5,567 are scheduled to vest on July 29, 2026, subject to his continued service.

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FAQ

How many GLOBALFOUNDRIES (GFS) SEC filings are available on StockTitan?

StockTitan tracks 135 SEC filings for GLOBALFOUNDRIES (GFS), including 20-F annual reports and 6-K reports. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for GLOBALFOUNDRIES (GFS)?

The most recent SEC filing for GLOBALFOUNDRIES (GFS) was filed on May 7, 2026.