Macy’s, Inc. filings document the public-company disclosures of a retail operator with the Macy’s, Bloomingdale’s and Bluemercury nameplates. Recent Form 8-K reports cover operating results, financial condition, cash flows, non-GAAP measures such as adjusted EBITDA and adjusted earnings, and updates to financial disclosure metrics tied to the company’s go-forward business and comparable-sales reporting.
The company’s proxy and other current reports also describe shareholder meeting matters, board composition, director elections, executive compensation, compensatory arrangements and governance changes. These filings frame Macy’s capital-market reporting around retail performance, disclosure controls, governance structure and shareholder voting processes.
Macy's, Inc. director Douglas William Sesler reported an equity-based award in the form of phantom stock units. On 12/31/2025, he acquired 1,353 derivative securities, each representing a right to receive one share of Macy's common stock on a 1-for-1 basis. The units are to be settled in common stock when he leaves the Board of Directors. The filing notes that the reported average value of these stock units is $20.3283, based on the average value of the units granted each month during the quarter covered by this report. Following this transaction, he directly beneficially owned 1,353 phantom stock units linked to Macy's common stock.
Macy's, Inc. director Richard L. Markee reported an equity-related award in the form of derivative securities. On 12/31/2025, he received 1,353 phantom stock units, each convertible into one share of Macy's common stock on a 1-for-1 basis. The award is structured so that the units are to be settled in common stock when he leaves the Board of Directors. The reported value per unit, $20.3298, represents the average of the stock unit values granted each month during the quarter covered by this report. Following this transaction, the phantom stock units are held as a direct ownership position.
Macy's, Inc. director Richard Clark reported acquiring derivative equity awards in the form of phantom stock units tied to the company’s common stock. On 12/31/2025, he acquired 1,353 phantom stock units, which have a 1-for-1 conversion into Macy’s common shares upon his termination from the Board of Directors.
The units are to be settled in common stock when his board service ends, and the reported value of $20.3298 per unit represents the average of the value of the stock units granted each month during the quarter covered. Following this transaction, he beneficially owned 1,353 derivative securities on a direct basis.
Macy’s, Inc. reported that it has entered into a compensatory agreement with Adrian V. Mitchell, its former Chief Operating Officer and Chief Financial Officer. Under this agreement, Macy’s will make a $2.7 million cash payment to finalize his separation compensation arrangement with the company and its subsidiaries.
The agreement also includes a mutual release of claims between Macy’s and Mr. Mitchell, and it releases him from his remaining obligations under his non-competition agreement with the company. This filing focuses on resolving the financial and contractual aspects of his prior executive employment rather than announcing new operational initiatives.
Macy's, Inc. reported an insider stock sale by executive officer Danielle L. Kirgan, EVP and Chief HR Officer. On 12/11/2025, she sold 85,000 shares of Macy's common stock in an open market transaction coded "S" for sale. The weighted average sale price was $23.9176 per share, with individual trades executed between $23.80 and $24.00 per share.
Following this transaction, Danielle L. Kirgan directly beneficially owned 51,161 shares of Macy's common stock. The filing notes that full details of the number of shares sold at each separate price within the reported range are available upon request from Macy's, Inc. or the Securities and Exchange Commission staff.
Macy’s, Inc. reported softer results for the quarter and year-to-date periods ended November 1, 2025, as store closures and higher costs weighed on profit despite progress under its “Bold New Chapter” strategy. Third-quarter net sales were $4.713 billion, down slightly from $4.742 billion, but comparable sales improved, rising 2.5% on an owned basis and 3.2% on an owned-plus-licensed-plus-marketplace basis as reimagined Macy’s locations, Bloomingdale’s and Bluemercury outperformed. Other revenue, mainly credit card and media, grew to $200 million from $161 million, driven by stronger credit card portfolio profit sharing.
Third-quarter net income fell to $11 million from $28 million, with diluted EPS of $0.04. For the first 39 weeks of 2025, total revenue was $14.705 billion versus $14.999 billion a year ago, and net income declined to $135 million from $240 million, reflecting lower gross margin, reduced real estate gains and higher impairment and restructuring costs, partially offset by SG&A savings and lower interest expense. Macy’s ended the quarter with $447 million in cash, $2.432 billion of long-term debt and $4.328 billion of shareholders’ equity, and it maintained ample liquidity under its amended $2.1 billion asset-based credit facility while repurchasing 15.4 million shares year-to-date.
Macy's, Inc. officer Olivier Bron, CEO of Bloomingdale's, reported a sale of company stock in a Form 4 filing. On 12/08/2025, he sold 13,500 shares of Macy's common stock in an open-market transaction at a weighted average price of $22.2126 per share.
The filing notes that the shares were sold in multiple trades at prices ranging from $22.1950 to $22.2750. After this transaction, Bron beneficially owns 5,302 shares of Macy's common stock directly. He has agreed to provide detailed trade breakdowns to Macy's or the SEC staff upon request.
Macy's, Inc. has a stockholder filing a notice to sell 13,500 shares of common stock under Rule 144. The planned sale, to be executed through Charles Schwab & Co. on the NYSE, has an indicated aggregate market value of $308,475.00. The filing reports that Macy's had 268,505,751 shares of common stock outstanding at the time referenced, providing context for the size of the proposed sale.
The shares to be sold come from restricted stock vesting awards from Macy's, Inc. One block of 1,856 shares vested on 11/01/2024 and another block of 11,644 shares is shown vesting on 11/01/2025, with the consideration listed as compensation. The person on whose behalf the securities are to be sold represents that they are not aware of any material adverse, nonpublic information about Macy's current or prospective operations.
Macy's insider files to sell additional shares under Rule 144. A holder associated with Macy's, Inc. filed a notice to sell 85,000 shares of common stock through broker Charles Schwab on the NYSE, with an indicated aggregate market value of $1,942,250.00. The filing states that 268,505,751 shares of Macy's common stock were outstanding, providing context for the planned sale.
The shares to be sold were acquired primarily through restricted stock and performance restricted stock vesting transactions from Macy's, Inc. between March 23, 2023 and March 21, 2024, treated as compensation rather than cash purchases. The notice also lists recent insider activity, showing that Danielle L. Kirgan previously sold 50,000 and 100,000 Macy's common shares on September 11, 2025 and September 17, 2025, respectively, for gross proceeds of $875,000.00 and $1,775,000.00.
Macy’s, Inc. filed an amended report to correct a guidance figure previously shared with investors. The company had earlier furnished a press release with financial information for the 13- and 39-week periods ended November 1, 2025. This amendment replaces that release with a corrected version.
The correction updates Macy’s 2025 guidance for Core Adjusted EBITDA as a percent of total revenue to a range of 7.5% to 7.7%, instead of the earlier 7.5% to 7.8%. The updated press release, which also includes reconciliations for various non-GAAP measures such as adjusted EBITDA, core adjusted EBITDA, adjusted net income, and adjusted diluted EPS, is attached as an exhibit and incorporated by reference.