Recent 8-K filings for ARE

• May 14, 2026, 4:08 PM ET other materiality 0.15 neutral item 5.07item 9.01

  Alexandria RE elects eight directors, approves exec comp, ratifies EY as auditor

  All eight director nominees elected; James P. Cain received 112,086,084 for (lowest support), 30,933,159 against.

• April 27, 2026, 7:59 PM ET earnings materiality 0.30 neutral item 2.02item 9.01

  ARE files Q1 2026 earnings 8-K; press release attached as Exhibit 99.1

  Filing indicates results for quarter ended March 31, 2026, but specific figures are only in the attached exhibit.

• March 31, 2026, 7:59 PM ET other materiality 0.20 neutral item 5.03item 9.01 ◈ Governance Changes

  ARE opts out of two-thirds director-removal vote, shifts to majority vote

  Filed Articles Supplementary on March 31, 2026 to opt out of MGCL Section 3-804(a).

• February 25, 2026, 6:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings◈ Material Agreements

  Alexandria Real Estate Equities issues $750M of 5.25% Senior Notes due 2036

  Issued $750M aggregate principal of 5.25% Senior Notes due March 15, 2036.

• February 12, 2026, 6:59 PM ET debt materiality 0.55 neutral item 8.01item 9.01

  Alexandria Real Estate prices $750M 5.25% senior notes due 2036

  Priced $750M aggregate principal of 5.25% senior notes due 2036 at 99.679% (yield 5.291%).

• January 26, 2026, 6:59 PM ET earnings materiality 0.30 neutral item 2.02item 9.01

  ARE files 8-K for Q4/FY2025 earnings; press release not available in input

  Form 8-K filed January 26, 2026 for Q4 and full-year 2025 results.

• January 12, 2026, 6:59 PM ET leadership materiality 0.60 positive item 5.02

  Alexandria Real Estate Equities Amends Executive Chairman's 2025 LTI Grant and Promotes John Hart Cole to Co-President

  Joel S. Marcus's 2025 LTI grant changed to 100% performance-based vesting with max value of $5,400,000, up from prior $4,500,000.

• December 8, 2025, 6:59 PM ET other material materiality 0.65 neutral item 5.02item 8.01item 9.01

  Alexandria Co-President Ryan resigns; Board authorizes new $500M stock repurchase program

  Daniel J. Ryan, Co-President and San Diego Regional Market Director, resigns effective Dec 31, 2025 for personal/health reasons.

• December 3, 2025, 6:59 PM ET other material materiality 0.40 neutral item 7.01item 9.01

  Alexandria Real Estate Equities holds 2025 Investor Day; provides 2026 guidance

  Held live/virtual Investor Day on December 3, 2025, with presentations by officers.

• October 29, 2025, 7:59 PM ET other material materiality 0.80 negative item 7.01

  Alexandria REIT provides initial 2026 FFO/share guidance of $6.25-$6.85 amid occupancy challenges

  Operating occupancy dropped to 90.6% (Sept 30, 2025) from 94.7% a year ago, a four-quarter decline.

• October 27, 2025, 7:59 PM ET earnings materiality 0.15 neutral item 2.02item 9.01

  Alexandria Real Estate Equities reports Q3 2025 results; details not provided in this excerpt.

  Press release issued on October 27, 2025 for third quarter ended September 30, 2025.

• July 21, 2025, 7:59 PM ET earnings materiality 0.20 neutral item 2.02item 9.01

  Q2 2025 earnings release issued; no specific figures in 8-K body

  Press release dated July 21, 2025, reports Q2 results for period ended June 30, 2025.

• May 15, 2025, 7:59 PM ET other material materiality 0.40 neutral item 5.02item 5.07item 9.01

  Alexandria shareholders approve 850K share increase to 1997 incentive plan; advisory say-on-pay receives 27% dissent

  154,999,519 shares voted (90% quorum); all 8 director nominees elected.

• April 28, 2025, 7:59 PM ET earnings materiality 0.10 neutral item 2.02item 9.01

  Alexandria Real Estate Equities files 8-K for Q1 2025 earnings release; no specific details available

  Filed 8-K under Item 2.02 for Q1 2025 financial results on April 28, 2025.

• March 6, 2025, 6:59 PM ET leadership materiality 0.30 neutral item 5.02item 9.01 ◈ executive_change

  Alexandria RE elects Claire Aldridge, PhD to board, effective March 14, 2025

  Board size increased from 8 to 9; Aldridge serves until 2025 annual meeting.

• February 13, 2025, 6:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 9.01

  Alexandria RE issues $550M of 5.50% Senior Notes due 2035

  Issued $550M aggregate principal amount of 5.50% Senior Notes due 2035.

• February 3, 2025, 6:59 PM ET debt materiality 0.60 neutral item 8.01item 9.01

  Alexandria RE prices $550M 5.50% senior notes due 2035; proceeds to refinance 2025 debt

  Priced $550M aggregate principal amount of 5.50% senior notes due 2035 at 99.733% of par (yield 5.532%).

• January 30, 2025, 6:59 PM ET debt materiality 0.15 neutral item 8.01item 9.01

  Alexandria Real Estate Equities establishes indenture for future debt securities

  Entered into form of indenture with U.S. Bank Trust Company, N.A. for debt securities issued under S-3 shelf.

• January 27, 2025, 6:59 PM ET earnings materiality 0.50 neutral item 2.02item 9.01

  Alexandria Real Estate Equities Q4 2024 earnings release filed; no specific financial data in 8-K

  Company issued press release for Q4 and full-year 2024 financial results on January 27, 2025.

• December 9, 2024, 6:59 PM ET other material materiality 0.55 neutral item 5.02item 5.03item 8.01item 9.01

  Alexandria Real Estate approves $500M stock buyback; CDO Ciruzzi to retire Dec 31

  Board authorized up to $500M common stock repurchase through Dec 31, 2025; funded on leverage-neutral basis.

• December 4, 2024, 6:59 PM ET other material materiality 0.40 neutral item 7.01item 9.01

  Alexandria Real Estate Equities holds Investor Day, issues 2025 guidance

  Investor Day conference held on December 4, 2024, with live and virtual attendance.

• October 21, 2024, 7:59 PM ET earnings materiality 0.50 neutral item 2.02item 9.01

  Alexandria Real Estate Equities reports Q3 2024 results; press release and supplemental info available

  Press release and supplemental information filed as Exhibit 99.1 contain financial and operating data.

• September 19, 2024, 7:59 PM ET debt materiality 0.55 neutral item 1.01item 2.03

  Alexandria enters $5B unsecured revolving credit facility, extending maturity to Jan 2030

  Third Amended Credit Agreement replaces prior $4B facility; accordion option for additional $1B.

• August 7, 2024, 7:59 PM ET litigation materiality 0.70 negative item 8.01

  Alexandria Real Estate sues NYC Health+Hospitals and EDC over floodwall dispute; $161.5M at risk

  ARE subsidiary invested $161.5M in pre-construction costs for third tower at Alexandria Center for Life Science – NYC as of June 30, 2024.

• July 22, 2024, 7:59 PM ET earnings materiality 0.40 neutral item 2.02item 9.01

  Alexandria RE reports Q2 2024 results; press release not attached

  Company filed 8-K on July 22, 2024 referencing Q2 2024 earnings press release.

• July 18, 2024, 7:59 PM ET debt materiality 0.55 neutral item 1.01item 2.03

  Alexandria Real Estate enters escrow for $5B credit facility replacing existing agreement

  $5B unsecured senior revolving credit facility with $1B accordion option to increase commitments.

• May 16, 2024, 7:59 PM ET other material materiality 0.45 neutral item 5.02item 5.07item 9.01

  Shareholders approve 2M share increase to incentive plan, elect directors with notable opposition

  Shareholders approved amendment to 1997 incentive plan, increasing share reserve by 2,000,000 shares; 150.6M for, 4.6M against.

• April 22, 2024, 7:59 PM ET earnings materiality 0.30 neutral item 2.02item 9.01 ◈ Earnings Releases

  Alexandria Real Estate Equities announces Q1 2024 results; no specific data in filing text

  First quarter ended March 31, 2024 results released on April 22, 2024 via press release.

• February 15, 2024, 6:59 PM ET debt materiality 0.50 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings◈ Material Agreements

  Alexandria RE issues $1B in senior notes: $400M 5.25% due 2036, $600M 5.625% due 2054

  Issued $400M of 5.250% Senior Notes due 2036 and $600M of 5.625% Senior Notes due 2054.

• February 15, 2024, 6:59 PM ET other material materiality 0.65 neutral item 8.01item 9.01

  Alexandria Real Estate Equities enters $1.5B at-the-market stock sale agreement

  Up to $1.5B in common stock offered via distribution agreement with 18 sales agents and forward purchasers.

• February 5, 2024, 6:59 PM ET debt materiality 0.55 neutral item 8.01item 9.01

  Alexandria Real Estate prices $1B notes: $400M at 5.250% due 2036, $600M at 5.625% due 2054

  Priced $400M 5.250% senior notes due 2036 at 99.787% and $600M 5.625% senior notes due 2054 at 99.943%.

• January 29, 2024, 6:59 PM ET earnings materiality 0.50 neutral item 2.02item 9.01 ◈ Earnings Releases

  ARE reports Q4 and FY2023 earnings; no detailed figures in filing text

  Filing announces Q4 and full-year 2023 financial and operating results.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.80 · Median 0.50 · Most common event earnings

1 positive 2 negative 29 neutral

source · ARE on sec.gov