Western Digital filings document material events for an operating storage company whose common stock trades on the Nasdaq Global Select Market under WDC. Recent 8-K disclosures record quarterly operating and financial results, dividend and capital-structure matters, shareholder voting and governance items, and material agreements.
The filing record also describes security-structure changes, including the mandatory conversion of Series A Convertible Perpetual Preferred Stock into common stock, the Certificate of Elimination for that preferred series, and redemptions or discharge of senior-note obligations. These documents frame WD's public-company reporting around results, debt and equity instruments, governance, and corporate actions following the completed Flash business separation.
Western Digital reported a very strong fiscal third quarter 2026, with revenue of $3.34 billion, up 45% year-over-year, and GAAP gross margin improving to 50.2%. GAAP diluted EPS jumped to $8.20, while non-GAAP diluted EPS was $2.72.
The company generated $1.12 billion in cash flow from operations and $978 million in free cash flow, and raised its quarterly dividend 20% to $0.15 per share. For the fiscal fourth quarter, Western Digital targets about $3.65 billion of revenue, non-GAAP gross margin of 51–52%, and non-GAAP EPS around $3.25, signaling expectations for continued growth after the Flash separation.
Western Digital Corp ownership disclosure: Vanguard Capital Management reports beneficial ownership of 25,402,917 shares of Common Stock, representing 7.49% of the class as of 03/31/2026. The filing shows 3,368,056 shares with sole voting power and 25,402,917 shares with sole dispositive power. The filing is signed by Ashley Grim on 04/30/2026.
Western Digital Corp ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 17,217,120 shares of Common Stock, representing 5.07% of the class as of 03/31/2026. The filing states Vanguard Portfolio Management and specified affiliates exercise dispositive power over these shares, with 44,467 shares reported as sole voting power and 17,217,120 shares as sole dispositive power.
WESTERN DIGITAL CORP Chief Legal Officer Cynthia L. Tregillis reported multiple equity transactions involving the company’s common stock. She sold 363 shares in an open-market trade at $377.09 per share, under a pre-arranged Rule 10b5-1 trading plan.
On the prior day, 1,308 shares were withheld to cover tax obligations tied to vesting, and dividend equivalent rights were exercised and converted on a one-for-one basis into 12.4923 shares of common stock. After these transactions, she directly holds 120,023 shares, indicating that the sale represents a relatively small portion of her overall position.
Western Digital Corp's Chief of Global Operations, Gubbi Vidyadhara K, reported routine equity compensation activity involving tax withholding and dividend equivalents. On common stock that vested, 4,595 shares were withheld to cover tax obligations, treated as a share disposition but not an open-market sale.
On the same date, dividend equivalent rights were converted into 34.8121 shares of common stock, and an additional 34 common shares were acquired through a derivative exercise at no cash exercise price. After these transactions, he directly holds 94,715 common shares and retains 254.8715 dividend equivalent rights.
Morgan Stanley Smith Barney LLC submitted a Form 144 reporting an intended sale of 363 shares of Common Stock (Restricted Stock) by an issuer-directed transaction dated 04/20/2026. The filing also lists multiple recent dispositions by Cynthia Lock Tregillis, including 9,324 shares sold on 03/04/2026 for $2,501,381.80. The filings show individual trade dates and proceeds for those past sales; the transactions are reported as sales of company common stock.
Western Digital Corp Schedule 13G/A amendment shows The Vanguard Group reporting 0 shares beneficially owned, representing 0% of common stock. The filing explains an internal realignment effective January 12, 2026 that led certain Vanguard subsidiaries to report holdings separately. The filing is signed on March 27, 2026.
Western Digital CEO Irving Tan reported routine equity compensation activity. Dividend equivalent rights converted into 49.3438 shares of common stock in connection with restricted stock unit vesting, while 1,042 shares were withheld to cover tax obligations under Rule 16b-3(e). After these transactions, he directly holds 618,150 shares of common stock.
Western Digital Corp Chief Sales & Marketing Officer Brian Scott Davis reported routine equity compensation activity. Dividend equivalent rights covering 7.2867 units were exercised into an equal number of common shares in connection with restricted stock unit vesting. On the same date, 961 common shares were withheld at $293.10 per share to satisfy tax obligations, leaving him with 115,564 common shares directly owned. These transactions reflect compensation vesting and tax withholding, not open-market buying or selling.
Tregillis Cynthia L reported acquisition or exercise transactions in this Form 4 filing.
Western Digital Corp Chief Legal Officer and Corporate Secretary Cynthia L. Tregillis received a grant of 40.707 dividend equivalent rights tied to previously awarded restricted stock units. These rights vest proportionately with the related RSUs and each right represents a contingent right to receive one share of common stock or its cash value. Following this award, her reported balance of dividend equivalent rights is 345.120. This is a compensation-related, non–open-market transaction.