NIKE, Inc. filings document operating results, capital structure, governance changes and material events for the athletic footwear and apparel company. Recent Form 8-K disclosures furnish quarterly results, including NIKE Brand, NIKE Direct and wholesale channel information, inventory trends, gross margin commentary and non-GAAP currency-neutral measures.
The filing record also covers material agreements such as the company's 364-Day Credit Agreement and unsecured revolving credit facility, exit or disposal activity charges related to organizational changes, executive appointments and role eliminations, shareholder voting matters, and corrections to product purchase obligation disclosures from the annual report. These documents record NIKE's financing arrangements, governance actions, liquidity disclosures and public-company reporting obligations.
NIKE, Inc. executive Heinle Treasure reported a tax-related share withholding tied to restricted stock vesting. On 02/10/2026, 853 shares of NIKE Class B Common Stock were disposed of under code F at $62.41 per share, with the company withholding the shares to cover RSU tax obligations rather than selling them in the open market.
After this transaction, Heinle Treasure directly beneficially owned 59,759.489 NIKE Class B shares and indirectly held 600 additional shares through The NIKE, Inc. 401(k) Plan.
An affiliate shareholder filed a Rule 144 notice to sell 9,065 Class B shares on the NYSE, through Fidelity Brokerage Services LLC, at an aggregate market value of 565,021.45. These shares were acquired on 02/10/2026 via restricted stock vesting as compensation. The filing notes that 1,191,495,650 shares of this class were outstanding at the time of the planned sale.
NIKE Chairman Emeritus Philip H. Knight reported a large share conversion between classes of stock. On February 2, 2026, he converted 4,500,000 shares of Class A Common Stock into 4,500,000 shares of Class B Common Stock at a stated price of $0.
After the transaction, Knight directly held 27,479,487 Class A Common Convertible shares and 12,835,687 Class B Common Stock shares521,792 Class B shares are held by his spouse, with Knight explicitly disclaiming beneficial ownership of those shares.
NIKE, Inc. director Travis A. Knight reported several internal transfers of Class B Common Stock involving personal and related entities. On December 22, 2025, he contributed 1,694,859 shares to Three Strings Investors, L.P., a partnership he fully controls, reflecting a change in the form of beneficial ownership. These shares had previously been transferred to him on October 29, 2025 from a grantor retained annuity trust in final satisfaction of that trust’s annuity obligations. On December 31, 2025, the Travis A. Knight 2009 Irrevocable Trust II distributed 3,000,000 shares to him for no consideration, and he then contributed those shares to Three Strings, also for no consideration. Following these moves, he holds large positions both directly and indirectly through the partnership and a separate GRAT, and no derivative securities are reported.
NIKE, Inc. reported that its Chairman Emeritus, identified as the reporting person, acquired derivative equity linked to the company on December 29, 2025. The reporting person received 4,500,000 shares of Class A Common Stock, which are convertible on a one-for-one basis into 4,500,000 shares of Class B Common Stock, through a private pro rata distribution from Swoosh, LLC.
Following this transaction, the reporting person beneficially owns 31,979,487 Class A Common convertible securities directly and 521,792 similar securities indirectly through a spouse, in each case convertible into Class B shares. The reporting person also holds 8,335,687 shares of Class B Common Stock directly. The filing notes that the reporting person disclaims beneficial ownership of the spouse’s holdings.
NIKE, Inc. insider activity centers on a large internal equity move involving Class A shares. A derivative position tied to 5,000,000 shares of Class A Common Stock, which is convertible at any time on a one-for-one basis into 5,000,000 shares of Class B Common Stock, was reported with transaction code J. The notes state this was a private pro rata distribution to members of Swoosh, LLC, indicating a redistribution among that entity’s members rather than an open-market trade. Following the transaction, 221,750,000 derivative securities linked to Class B Common Stock were reported as beneficially owned on a direct basis.
NIKE, Inc. reported that its President & CEO, who is also a director, bought additional shares of the company’s Class B Common Stock. On 12/29/2025, the executive purchased 16,388 shares in an open-market transaction at a weighted average price of $61.1 per share. The shares were acquired in multiple trades priced between $61.09 and $61.10.
Following this transaction, the executive directly owns 241,587 shares of NIKE Class B Common Stock. The company notes that, under its policy, market transactions by officers and directors are generally allowed only in a defined trading window following quarterly earnings releases, unless made under approved Rule 10b5-1 trading plans.
NIKE, Inc. reported lower profitability for the quarter ended November 30, 2025, despite essentially flat sales. Quarterly revenues were $12,427 million, slightly above $12,354 million a year earlier, but net income fell to $792 million from $1,163 million, and diluted earnings per share declined to $0.53 from $0.78. Cost of sales rose faster than revenues, reducing gross profit to $5,045 million from $5,389 million, while demand creation and operating overhead expenses together stayed roughly flat.
For the first six months, revenues edged up to $24,147 million from $23,943 million, but net income decreased to $1,519 million from $2,214 million. Operating cash flow declined to $801 million from $1,443 million, reflecting higher working capital needs, including larger receivables and inventories. Cash and equivalents were $6,974 million versus $7,464 million at May 31, 2025, while total shareholders’ equity increased to $14,085 million, supported by earnings and other comprehensive income.
NIKE, Inc. director reported buying 50,000 shares of Class B common stock on 12/22/2025 in an open-market transaction. The shares were acquired at a weighted average price of $58.97 per share, with individual trade prices ranging from $58.96 to $58.97.
Following this purchase, the director now beneficially owns 105,480 shares of NIKE Class B common stock held directly. The filing notes that, under company policy, market transactions in NIKE stock by officers and directors are generally allowed only during a limited trading window after quarterly earnings releases or under approved Rule 10b5-1 trading plans.
NIKE, Inc. executive updates reported share ownership. The company’s Executive Vice President and Chief Operating Officer filed an amended beneficial ownership report to correct the number of NIKE Class B Common Stock shares reported. The amended filing now shows beneficial ownership of 49,418 shares of Class B Common Stock held directly. The change reflects the addition of 23 shares that were unintentionally omitted from the original filing and from one subsequent Form 4 submitted after that original report.