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Generac Hldgs Inc SEC Filings

GNRC NYSE

Welcome to our dedicated page for Generac Hldgs SEC filings (Ticker: GNRC), 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.

Power outages are simple; Generac’s disclosures aren’t. Because the company spans residential standby units, industrial microgrids, clean-energy storage, and constant acquisitions, its SEC documents weave together segment data, purchase-accounting footnotes, and warranty obligations. Locating one metric in hundreds of pages can derail your workflow.

Stock Titan’s AI-powered analysis fixes that. Our engine parses every Generac annual report 10-K simplified, flags line-item changes in each Generac quarterly earnings report 10-Q filing, and delivers Generac 8-K material events explained minutes after they post to EDGAR. Need visibility into Generac insider trading Form 4 transactions? We stream Generac Form 4 insider transactions real-time and spotlight Generac executive stock transactions Form 4 so you know exactly when leadership buys or sells.

Generac SEC filings explained simply means more than summaries. The platform cross-links footnotes, visualizes segment margins, and ties data back to the Generac proxy statement executive compensation so you can compare pay with performance. Seeking fast Generac earnings report filing analysis before the bell? AI highlights revenue swings in Residential, Commercial & Industrial, and Clean Energy segments, tracks backlog disclosures, and alerts you when debt covenants tighten.

  • Monitor warranty reserve movements across filings
  • Set real-time alerts for acquisition-related goodwill changes
  • Export tables directly into your financial models

Stop scrolling through PDFs. Understanding Generac SEC documents with AI lets you make decisions with the same speed Generac restores power.

Rhea-AI Summary

Bank of Montreal (BMO) plans to issue Senior Medium-Term Notes, Series K – “Callable Barrier Notes with Contingent Coupons” – maturing 15 July 2027. The notes are linked to the least-performing of three U.S. equity benchmarks: the S&P 500, NASDAQ-100 and Russell 2000 indices. They are unsecured, unsubordinated obligations of BMO and will not be listed on any exchange, leaving investors reliant on BMO Capital Markets (BMOCM) for secondary liquidity.

Key economic terms

  • Principal amount: US$1,000 minimum denomination.
  • Contingent Interest Rate: 0.8125 % per month (≈9.75 % p.a.). A coupon is paid only if, on the relevant monthly Observation Date, each index closes at or above 75 % of its Initial Level (“Coupon Barrier”).
  • Issuer Call: From 10 July 2026 (≈ 1 year before maturity) BMO may redeem the notes in whole on any Observation Date, returning par plus the coupon due.
  • Maturity payment (if not called): Investors receive par unless any index has fallen below 70 % of its Initial Level (“Trigger Level”). If a Trigger Event occurs, payoff = $1,000 × (1 + % change of the worst-performing index), exposing principal to a 1 : 1 downside with losses up to 100 %.
  • Pricing Date: 10 July 2025; Settlement Date: 15 July 2025; Valuation Date: 12 July 2027.
  • Estimated initial value: $982 per $1,000, reflecting issuance fees and hedging costs; final estimate will not be below $935.

Investor profile & trade-offs

The product targets yield-seeking investors comfortable with equity-market risk and potential early redemption. Coupons are attractive relative to conventional debt, but are contingent and may cease during market stress – the same environment in which principal is most at risk. Because performance is driven by the worst of three indices, diversification benefits are limited; a sharp decline in any single index can both cancel coupons and trigger principal loss.

Key risks highlighted in the filing

  • Principal risk: no protection below the 70 % Trigger Level.
  • Coupon risk: coupons are skipped whenever any index is below its barrier.
  • Call & reinvestment risk: BMO likely to call when market conditions favour the issuer, capping upside and forcing reinvestment at lower rates.
  • Liquidity & valuation: no exchange listing; secondary prices likely below issue price and influenced by BMO’s credit spread and hedging costs.
  • Credit risk: payments depend on BMO’s ability to pay; notes are not FDIC/CDIC-insured.
  • Tax uncertainty: treated as prepaid contingent income-bearing derivative contracts; IRS could challenge this characterization.

Illustrative scenarios show full par repayment when the worst index closes at or above 70 % of its start level, but a proportional loss thereafter (e.g., a 40 % index decline → $600 payoff; 60 % decline → $400; 100 % decline → $0).

Overall, the filing offers detailed disclosure of terms, mechanics and extensive risk factors to satisfy Rule 433 requirements for a Free Writing Prospectus.

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On 06/30/2025, Quest Resource Holding Corp. (QRHC) director Sarah Tomolonius reported the acquisition of 1,732 deferred stock units (DSUs) at an indicated price of $2.02 per unit, under the company’s 2024 Incentive Compensation Plan. These DSUs will convert into common shares when the director separates from the company.

After the transaction, Tomolonius beneficially owns 28,196 DSUs—18,027 granted in 2012 and 10,169 granted in 2024—plus 13,926 common shares held outright. Her total economic exposure therefore rises to approximately 42,122 shares. Ownership remains direct and no derivative securities were involved.

The purchase modestly increases insider alignment but is not material relative to QRHC’s overall share count or trading volume. No indication of a Rule 10b5-1 trading plan was disclosed, and no additional executive or strategic information accompanied the filing.

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Roblox Corporation (RBLX) Form 144 filing discloses that insider Anthony Patrick Lee intends to sell up to 66,000 common shares, valued at approximately $6.86 million, through Fidelity Brokerage Services on or about 1 July 2025. The proposed disposition equals roughly 0.01 % of the 629.99 million shares outstanding.

The document also lists 198,000 shares already sold by Lee between 1 April 2025 and 2 June 2025 for total gross proceeds of $14.32 million. If the new trade is executed, cumulative insider sales over the four-month window would rise to 264,000 shares, or about 0.04 % of Roblox’s float.

The shares were originally received via a 31 Jan 2025 fund distribution from Altos Ventures. The filer certifies no undisclosed material adverse information and may be acting under a Rule 10b5-1 trading plan. While the dollar amount is meaningful in absolute terms, the percentage of ownership being sold is modest, suggesting limited direct dilution or governance impact. Nevertheless, continued insider selling can influence market sentiment and merits monitoring by investors.

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FAQ

What is the current stock price of Generac Hldgs (GNRC)?

The current stock price of Generac Hldgs (GNRC) is $148.69 as of July 14, 2025.

What is the market cap of Generac Hldgs (GNRC)?

The market cap of Generac Hldgs (GNRC) is approximately 8.8B.

What is the core business of Generac Hldgs Inc?

Generac Hldgs Inc specializes in designing, manufacturing, and providing energy technology solutions focused on power generation and backup power products for residential, commercial, and industrial markets.

What types of products does Generac offer?

Generac offers a broad range of products including automatic standby generators, portable generators, energy storage systems, and integrated energy management devices, along with advanced microgrid solutions.

How has Generac established its market position?

Generac has built its market position through a long history of innovation, from introducing the first affordable backup generator to continuously expanding its energy technology offerings and focusing solely on power generation solutions.

Which markets does Generac serve?

Generac serves a diverse range of markets, including residential, small to mid-sized commercial businesses, and industrial applications, ensuring that each segment receives tailored, reliable power solutions.

How does Generac differentiate itself from other power solution providers?

Generac differentiates itself by maintaining a singular focus on power generation, which allows for deep expertise and innovation in its product offerings, as well as by integrating advanced technologies like microgrid control and energy storage systems.

What role do energy storage and management systems play in Generac's portfolio?

Energy storage and management systems are pivotal to Generac's portfolio as they enable integrated, smart energy solutions that optimize power generation, offer backup during outages, and improve overall energy efficiency.

How does Generac ensure product reliability and customer satisfaction?

Generac upholds rigorous engineering standards and continuous innovation in its design and manufacturing processes, ensuring high product reliability. This commitment to quality helps provide customers with peace of mind through dependable power solutions for various applications.
Generac Hldgs Inc

NYSE:GNRC

GNRC Rankings

GNRC Stock Data

8.76B
58.06M
1.7%
95.19%
4.86%
Specialty Industrial Machinery
Motors & Generators
Link
United States
WAUKESHA