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Christopher C. Davis, a director of Graham Holdings Co (GHC), reported acquiring 23 shares of Class B Common Stock on 10/01/2025 under the company's Director Share Purchase Program, which allows directors to receive part of their fees in stock instead of cash. The reported transaction shows a price of $1,165.25 per share and increases his beneficial ownership to 5,541 shares. The Form 4 was signed on 10/02/2025 and lists the acquisition as a direct holding. The filer explains the shares were received in lieu of cash fees for director services.
O'Shaughnessy Timothy J reported disposition transactions in this Form 4 filing.
Graham Holdings President and CEO Timothy J. O'Shaughnessy exercised 7,580 employee stock options to acquire Class B Common Stock at $872.01 per share on September 29, 2025, ahead of their November 12, 2025 expiration. On a net settlement basis, 6,568 Class B shares at $1,190.80 per share were delivered to cover the exercise price or tax obligations. He now directly holds 25,439 Class B shares, including some in a 401(k) account, and retains 7,582 vested, exercisable options. Additional shares are held indirectly through his spouse (including Class A shares convertible one-for-one into Class B) and a trust for his spouse and children, for which he serves as trustee but disclaims beneficial ownership.
Timothy J. O'Shaughnessy, President and CEO and a director of Graham Holdings Company (GHC), reported option exercise and share transactions dated 08/20/2025. He exercised 7,580 employee stock options with an exercise price of $872.01, resulting in an acquisition of 7,580 Class B shares and bringing his direct Class B holdings to 31,305 shares immediately after that acquisition. On the same date he reported a disposition of 6,878 Class B shares at $1,070.83, which reduced his direct holdings to 24,427 shares. He also reports indirect holdings of 4,099 Class B shares for his spouse and 5,600 Class B shares held in a trust for his spouse and children. The filing states the exercised options were fully vested and that 15,162 vested and exercisable options remain.
Laura O'Shaughnessy, a director of Graham Holdings Company (GHC), reported multiple transactions dated 08/20/2025 involving Class A and Class B common stock and employee stock options. The filing shows an exercise of 7,580 employee stock options at an exercise price of $872.01 resulting in acquisition of 7,580 Class B shares and a reported sale of 4,099 Class B shares. Separate dispositions include 6,878 Class B shares at $1,070.83 executed on a net settlement basis. After these transactions the filing reports 28,605 Class B shares beneficially owned indirectly via spouse and 21,727 indirectly after other dispositions; the reporting person disclaims voting and investment power over shares held by spouse or trust.
Graham Holdings Co. (GHC) insider Jacob Maas, listed as Executive Vice President, reported transactions dated 08/19/2025. He exercised 2,000 fully vested employee stock options at an exercise price shown as $804.8 (net-settlement) and as a result holds 7,287 Class B shares after the transaction. The filing also reports a disposition of 1,752 Class B shares on the same date at a price shown as $1,071.8, leaving 5,535 shares directly beneficially owned. The filer notes the exercised options were fully vested and that after this exercise there are no vested and exercisable options remaining.
Graham Holdings Co filed a Form 13F reporting its institutional holdings. The filing lists 5 holdings with a total reported market value of $889,515 (rounded). The report was signed by Wallace R. Cooney, Chief Financial Officer, in Arlington, VA on 08-14-2025.
Graham Holdings (GHC) Q2 2025 10-Q highlights. Revenue rose 2.6% YoY to $1.22 bn (services $668.6 m, goods $547.1 m). Operating costs were flat, lifting operating income 181% to $72.8 m and expanding margin to 6.0%. Net income attributable to shareholders swung to a $36.7 m profit (diluted EPS $8.35) from a $21.0 m loss in Q2 2024. Interest expense fell to $18.1 m from $91.4 m as accretion on the mandatorily redeemable non-controlling interest (NCI) abated.
For the first six months, revenue edged up 1.9% to $2.38 bn but net income dropped 41% to $60.6 m (EPS $13.81) because 2024 benefited from a $123.8 m gain on marketable securities versus a $32.3 m gain in 2025 and a $66.2 m settlement-related interest charge. Operating cash flow improved sharply to $140.8 m (vs $53.1 m).
Liquidity tightened: cash and equivalents declined 32% since December to $176.2 m, while current debt jumped to $502.1 m as the $399 m 5.75% notes move inside one year. Total debt stands at $816.4 m. The February $205 m cash/stock settlement cut the mandatorily redeemable NCI to $21.5 m, removing a large future obligation. Book value climbed to $4.35 bn. Management remains in covenant compliance.