Harley-Davidson, Inc.'s SEC filings document operating results, governance, capital actions and financial-services arrangements for a Wisconsin corporation whose common stock trades on the New York Stock Exchange under HOG. Form 8-K reports furnish quarterly and annual financial results, strategic-plan disclosures, share-repurchase activity and material events involving Harley-Davidson Motor Company and Harley-Davidson Financial Services.
Proxy filings cover board composition, director elections, executive compensation and shareholder voting matters. Other current reports document executive transitions, compensatory arrangements and material agreements, including completed HDFS transactions with KKR and PIMCO-related entities. The filings also identify the company’s registered common stock, reporting controls and exhibit records tied to earnings releases and corporate events.
Do Charles reported acquisition or exercise transactions in this Form 4 filing.
HARLEY-DAVIDSON, INC. reported that senior vice president Charles Do received a grant of 20,471 restricted stock units on February 13, 2026. Each unit represents the right to receive one share of stock. One-third of the units vest on each of the first three anniversaries of the grant date and remain subject to forfeiture until they vest.
Beck Bryan Andrew reported acquisition or exercise transactions in this Form 4 filing.
Harley-Davidson, Inc. reported that Chief Accounting Officer Bryan Andrew Beck received a grant of 9,550 restricted stock units on February 13, 2026. Each unit represents a contingent right to receive one share of Harley-Davidson stock. One-third of the units vest on each of the first three anniversaries of the grant date, and all units remain subject to forfeiture until they vest.
Harley-Davidson, Inc. reports 2025 revenue of $4,473,175,000, down from $5,186,802,000 in 2024, with its core Harley-Davidson Motor Company segment contributing $3,578,308,000. Financial services added $869,196,000, while the LiveWire electric segment remained small at $25,671,000 in revenue.
The company ended 2025 with 1,174 dealership points worldwide and a global workforce of about 5,500 employees. A new CEO, Artie Starrs, took over in October 2025 and is developing a new strategic plan to be announced with the first-quarter 2026 earnings release.
Harley-Davidson highlights competitive and regulatory pressures, softer market share in the U.S. and Europe, and detailed operational, financial, cybersecurity and strategic risks. It also executed a 2025 financing transaction in which HDFS sold most existing retail loan receivables and a 9.8% equity stake to KKR and PIMCO.
Harley-Davidson reported a Form 144 notice indicating proposed sales of its common stock held for director compensation. The filing lists 3,529 shares dated 05/24/2022 and 2,925 shares dated 05/24/2023
Sales are identified as resulting from "Services rendered - director compensation."
HARLEY-DAVIDSON, INC. Chief Human Resources Officer Tori Termaat reported stock-based compensation activity involving company common stock. Termaat acquired 2,538 shares as a grant described as settlement of performance shares, at a stated price of $0 per share. To cover taxes, 1,239 shares were disposed of at $20.42 per share through a tax-withholding disposition rather than an open-market sale. After these transactions, Termaat directly held 16,761 common shares, with an additional 38.3446 shares held indirectly through a 401(k) plan.
Harley-Davidson, Inc. executive Jonathan R. Root, the CFO and CCO, reported equity compensation activity in company common stock. He received 2,800 shares at $0.00 per share as a grant described as settlement of performance shares.
To cover related tax obligations, 821 shares were disposed of at $20.42 per share through a tax-withholding transaction rather than an open-market sale. After these entries, Root directly holds 34,062 common shares and indirectly holds 14,947.5445 shares through a 401(k) plan.
HARLEY-DAVIDSON, INC. Chief Legal Officer Paul J. Krause reported equity award activity in company stock. On February 17, 2026, he acquired 3,757 shares of common stock at no cost as a grant/award, representing settlement of performance shares issued to him. On the same date, 1,766 shares were disposed of at $20.42 per share to cover tax withholding obligations rather than an open-market sale. After these transactions, he directly owned 31,576 common shares, and indirectly held 592.8987 shares through a 401(k) plan.
Harley-Davidson, Inc. senior vice president of Motorcycle Development Glen Koval reported stock-based compensation activity involving company common stock. Koval acquired 2,287 shares on February 17, 2026 at a price of $0.00 per share, representing settlement of performance shares issued to him.
On the same date, 742 shares were disposed of at $20.42 per share to satisfy tax withholding obligations, a non-market, tax-related transaction rather than an open-market sale. After these transactions, Koval directly held 13,898 common shares, and his indirect holdings through a 401(k) plan stood at 1,842.5788 shares.
Donald Smith & Co., Inc. has filed a Schedule 13G reporting beneficial ownership of 8,899,204 shares of Harley-Davidson, Inc. common stock as of 12/31/2025. This stake is reported as approximately 7.5% of the outstanding common shares.
The filing shows Donald Smith & Co., Inc. with sole voting power over 8,643,503 shares and sole dispositive power over 8,827,353 shares. DSCO Value Fund, L.P., a related Delaware limited partnership, is listed with sole voting and dispositive power over 71,851 shares, which are included in the total beneficial ownership.
The filer certifies that the shares were acquired and are held in the ordinary course of business as an investment adviser, and not for the purpose of changing or influencing control of Harley-Davidson. Dividends and sale proceeds ultimately accrue to the advisory clients and other underlying holders, with no single client or other person owning more than 5% of the Harley-Davidson common stock class.
Harley-Davidson, Inc. reported weaker fourth quarter and full-year 2025 results and provided a cautious 2026 outlook, while also announcing a planned reduction in its board size after director James Farley chose not to stand for re-election.
For 2025, revenue was $4.47 billion, down 14% from 2024, and diluted EPS was $2.78 versus $3.44 as Harley-Davidson Motor Company (HDMC) swung to a $29 million operating loss from $278 million profit, driven by lower shipments and weaker margins. Fourth quarter revenue fell 28% to $496 million, and diluted EPS was a loss of $2.44 compared with a $0.93 loss a year earlier.
Harley-Davidson Financial Services (HDFS) benefited from a strategic transaction with KKR and PIMCO, generating record operating income of $490 million and enabling a $1 billion dividend to the parent, while LiveWire narrowed its full-year operating loss to $75 million. The company generated $569 million of operating cash flow, returned $434 million to shareholders through buybacks and dividends, and ended 2025 with $3.1 billion in cash. For 2026, guidance calls for HDMC retail and wholesale units of 130,000–135,000, HDMC operating results between a $40 million loss and a $10 million profit, HDFS operating income of $45–$60 million, and a LiveWire operating loss of $70–$80 million.