Welcome to our dedicated page for Palo Alto 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. (NASDAQ: PANW) uses its SEC filings to disclose material events, financial results, governance decisions and strategic transactions related to its AI and cybersecurity business. As a Nasdaq-listed company, it files current reports on Form 8-K, annual proxy statements on Schedule 14A and other documents that together provide a detailed regulatory record of its operations and corporate actions.
Recent 8-K filings illustrate how Palo Alto Networks reports key developments. The company has filed 8-Ks describing an Agreement and Plan of Merger with CyberArk Software Ltd., under which a wholly owned subsidiary of Palo Alto Networks will merge with CyberArk, subject to customary closing conditions and regulatory approvals. Other 8-Ks outline a definitive agreement to acquire Chronosphere, a next-generation observability platform, and an extension of a share repurchase authorization. Additional 8-Ks report quarterly and annual financial results, changes in board composition, amendments to bylaws and updates to equity incentive plans.
The definitive proxy statement on Schedule 14A provides further insight into governance, executive compensation and strategy. In that document, Palo Alto Networks discusses its platformization approach, its focus on AI-era security and its view of identity security as a new pillar following the proposed CyberArk transaction. The proxy also details shareholder proposals and voting outcomes, such as approval of amendments to the 2021 Equity Incentive Plan and a shareholder proposal to elect each director annually.
On Stock Titan’s SEC filings page for PANW, users can review these filings as they are made available through EDGAR and use AI-powered summaries to interpret complex documents. Filings such as 10-K annual reports and 10-Q quarterly reports (when available), along with 8-K current reports and proxy materials, can be analyzed to understand how Palo Alto Networks describes risks, reports financial performance, structures equity compensation and documents acquisitions. Investors can also monitor disclosures about share repurchase authorizations and material agreements that affect the company’s capital structure and strategic direction.
Klarich Lee reported acquisition or exercise transactions in a Form 4 filing for PANW. The filing lists transactions totaling 70 shares. Following the reported transactions, holdings were 640,070 shares.
Palo Alto Networks Inc. chief executive Nikesh Arora reported receiving 165 shares of common stock on February 12, 2026, recorded as an acquisition at a price of $0.00 per share. The filing states these securities were received as merger consideration in Palo Alto Networks’ acquisition of CyberArk Software Ltd.
Following this grant, Arora directly beneficially owned 275,178 shares of Palo Alto Networks common stock. He also had indirect beneficial ownership of 32,010 shares held by Bacchey Investments L.P. and 726,542 shares held by the Nikesh Arora 2025 Annuity Trust, both entities for which he serves in managerial or trustee roles.
Palo Alto Networks reported strong fiscal second quarter 2026 results, with revenue rising 15% year over year to $2.6 billion and GAAP net income increasing to $432 million, or $0.61 per diluted share. Non-GAAP net income grew to $732 million, or $1.03 per diluted share, and non-GAAP operating margin reached 30.3%.
Next-Generation Security annual recurring revenue climbed 33% to $6.3 billion, and remaining performance obligation rose 23% to $16.0 billion, highlighting growing contracted revenue. For the fiscal third quarter and full year 2026, the company expects revenue growth in the high‑20% range, Next-Generation Security ARR growth above 50%, non-GAAP operating margin around the high‑20% range, and an adjusted free cash flow margin of 37%.
Palo Alto Networks has completed its acquisition of CyberArk, making identity security a core part of its cybersecurity platform. CyberArk shareholders will receive $45.00 in cash plus 2.2005 Palo Alto Networks shares for each CyberArk ordinary share.
CyberArk’s 0.00% Convertible Senior Notes due 2030 are now exchangeable into Palo Alto Networks common stock and cash, and Palo Alto Networks has guaranteed CyberArk’s obligations under these notes. Related capped call transactions were amended so dealers deliver Palo Alto Networks shares instead of CyberArk shares.
Palo Alto Networks also announced its intent to seek a secondary listing on the Tel Aviv Stock Exchange under the “CYBR” ticker while remaining listed on Nasdaq as “PANW.” The company plans to discuss results and updates on its Q2 FY2026 earnings call on February 17, 2026.
Palo Alto Networks, Inc. completed its previously announced acquisition of Chronosphere, Inc. on January 29, 2026. Merger Sub, a wholly owned Palo Alto Networks subsidiary, merged with and into Chronosphere, with Chronosphere surviving as a wholly owned subsidiary of the company.
The company furnished a press release about the closing as an exhibit, noting that this information is provided under Regulation FD and is not deemed filed for liability purposes under the Exchange Act.
Palo Alto Networks Chief Accounting Officer Josh D. Paul received an equity award in the form of restricted stock units. On 08/19/2025, he was granted 14,393 shares of common stock at a price of $0.00 per share, reported as an acquisition.
Each share is represented by a restricted stock unit that will vest in three equal installments on August 1 of 2026, 2027, and 2028, as long as he continues to be a service provider through each vesting date. Following this grant, he beneficially owned 60,398 shares of common stock, held directly.
Palo Alto Networks Inc. executive and director Lee Klarich reported stock option exercises and share sales. On January 8, 2026, he exercised a stock option for 92,010 shares of common stock at an exercise price of $32.25 per share, converting the option into directly held stock.
On the same date, he sold 12,620, 46,192, 54,882, 6,707 and 367 Palo Alto Networks shares in multiple transactions at weighted average prices between about $189.603 and $193.161 per share, under a Rule 10b5-1 trading plan adopted on September 27, 2024. After these trades, he directly owned 298,887 common shares and indirectly held 640,000 shares through the Lee and Susan Klarich 2005 Trust, where he and his spouse serve as trustees.
Lee Klarich has filed a Form 144 notice to sell Class A Common shares of the issuer. The filing covers 120768 shares to be sold through Goldman Sachs & Co. LLC on or about 01/08/2026 on the NASD market, against 697000000 Class A Common shares outstanding.
The shares to be sold were acquired as compensation, including 92010 shares from stock options exercised on 10/20/2018 through a cashless, same-day sale and 28758 shares from restricted stock units granted on 10/20/2020. The notice also lists several prior Class A Common sales by Lee Klarich over the past three months in 2025, with individual transactions of 92010 and 28764 shares generating multi-million dollar gross proceeds.
Palo Alto Networks, Inc. filed a registration statement to register 10,000,000 shares of its common stock for issuance under its 2021 Equity Incentive Plan, as amended. These additional shares reflect a Reserve Amendment to the plan that was approved by stockholders at the 2025 annual meeting held on December 9, 2025. Once issued, the shares may be used for employee and other eligible service-provider equity awards as provided for under the plan.
Palo Alto Networks executive Lee Klarich, who serves as a director and as EVP Chief Product & Tech Officer, reported an insider transaction in Palo Alto Networks Inc. common stock. On 12/10/2025, a transaction coded G recorded the disposition of 50,000 shares at a reported price of $0. Following this move, he beneficially owned 640,000 shares indirectly and 327,645 shares directly.
The 640,000 indirectly owned shares are held by the Lee and Susan Klarich 2005 Trust dated December 5, 2005, for which Klarich and his spouse act as trustees. This filing reflects an update to his ownership position.