Welcome to our dedicated page for Palo Alto Networks SEC filings (Ticker: PANW), 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.
Palo Alto Networks, Inc. filings document formal disclosures for a Nasdaq-listed cybersecurity company, including 8-K reports on operating results, material agreements, acquisitions, capital structure and governance matters. The company's common stock is registered under the symbol PANW.
Recent filings cover quarterly financial results, completed acquisition-related agreements, convertible senior note obligations connected to CyberArk, share repurchase authorizations, campus lease amendments and shareholder meeting results. Proxy and compensation-related disclosures address director elections, equity incentive plan amendments, equity award information and security-holder voting outcomes.
Palo Alto Networks Inc director John P. Key reported an open-market sale of 7,500 shares of Common Stock. The shares were sold at an average price of $279.24 per share. After this transaction, he directly holds 12,500 shares of Palo Alto Networks Common Stock.
The issuer filed a Form 144 disclosing a proposed sale of 1,572 shares of common stock on 04/08/2026 with a reported value of $272,459.20. The filing lists multiple earlier restricted stock issuances with grant dates and share counts as background.
PANW files a Form 144 notice reporting proposed dispositions of vested restricted stock units. The excerpt shows two vesting events: 2,793 shares tied to 09/29/2025 and 540 shares tied to 06/04/2026. The broker listed is J.P. Morgan Securities LLC.
Palo Alto Networks President William D. Jenkins Jr. reported a discretionary transaction involving 69,499 shares of phantom stock under the company’s Deferred Compensation Plan (DCP). Each phantom share represents the right to receive one share of Palo Alto Networks common stock.
The filing describes this as an election to diversify his holdings within the DCP, which is permitted by the plan and exempt as a discretionary transaction under Rule 16b-3(f), rather than an open-market stock trade. Following the transaction, Jenkins holds 213,568 shares of phantom stock tied to future distributions in Palo Alto Networks common stock.
Palo Alto Networks reported strong growth but a quarterly loss as it absorbed several large acquisitions. For the quarter ended April 30, 2026, revenue rose to $3.0 billion from $2.3 billion, driven by both product sales of $594 million and subscription and support revenue of $2.4 billion, each up 31% year over year.
Higher operating expenses and amortization from recent deals pushed the company to a net loss of $177 million, versus net income of $262 million a year earlier, though it still earned $589 million of net income over the first nine months on revenue of $8.1 billion. The acquisitions of CyberArk for about $21.1 billion and Chronosphere for roughly $3.0 billion, plus smaller deals like Koi, expanded platforms in identity security and observability and lifted goodwill to $21.9 billion and intangible assets to $7.3 billion.
The business remains cash‑generative, producing $3.2 billion in operating cash flow in the first nine months. Remaining performance obligations reached $18.4 billion, with $8.3 billion expected to convert to revenue within 12 months, and the company committed to $8.5 billion of future cloud and other purchase agreements as it scales its platforms.
Palo Alto Networks Inc Chief Accounting Officer Josh D. Paul reported an open-market sale of company common stock. On June 1, 2026, he sold 1,100 shares of common stock at a price of $285.08 per share. After this transaction, he directly holds 81,636 shares of Palo Alto Networks common stock. The filing notes that this sale was carried out under a pre-arranged Rule 10b5-1 trading plan adopted on September 17, 2025.
Palo Alto Networks director Helle Thorning-Schmidt reported a routine tax-related share disposition. On June 1, 2026, 211 shares of Common Stock were withheld by the company at $281.69 per share to cover income tax obligations tied to the vesting and net settlement of Restricted Stock Units.
The filing clarifies this was not an open-market sale but a tax-withholding mechanism. After this transaction, Thorning-Schmidt directly holds 6,598 shares of Palo Alto Networks common stock.
Palo Alto Networks reported strong fiscal third quarter 2026 results with rapid growth but a GAAP loss driven by acquisitions and share-based costs. Total revenue rose 31% year over year to $3.0 billion, helped by $388 million from CyberArk and Chronosphere. Next-Generation Security ARR grew 60% to $8.1 billion, and remaining performance obligation increased 36% to $18.4 billion.
On a GAAP basis, the company posted an operating loss of $183 million and a net loss of $177 million, reversing profits a year earlier. Non-GAAP operating income improved to $814 million, and non-GAAP net income rose to $684 million, or $0.85 per diluted share. Cash generation was robust, with operating cash flow of $871 million and adjusted free cash flow of $910 million, yielding a trailing 12‑month adjusted free cash flow margin of 38.5%.
Management highlighted accelerating organic bookings and progress integrating acquisitions while reiterating its long-term goal of a 40% adjusted free cash flow margin in fiscal 2028. Guidance for fiscal fourth quarter and full year 2026 calls for continued high growth in Next-Generation Security ARR, remaining performance obligation and revenue, along with expanding non-GAAP profitability.
Palo Alto Networks EVP Chief Product & Tech Officer Lee Klarich sold 62,904 shares of common stock on May 22, 2026 through multiple open-market trades priced around $250–$261 per share under a Rule 10b5-1 trading plan. Following these sales, he holds 235,983 shares directly and 640,070 shares indirectly through the Lee and Susan Klarich 2005 Trust.