Recent 8-K filings for HOG

• June 26, 2026, 5:00 PM ET leadership materiality 0.40 neutral item 5.02

  Harley-Davidson appoints Gayle Littleton as Chief Legal & Compliance Officer; Paul Krause to advisory role until Sept 1

  Effective June 29, 2026, Paul Krause ceases as Chief Legal, Compliance and Corporate Affairs Officer and Corporate Secretary.

• May 28, 2026, 4:41 PM ET other material materiality 0.30 neutral item 5.02item 5.07 ◈ Shareholder Votes ×5

  Harley-Davidson shareholders approve increase in incentive plan shares to 12.2M; say-on-pay passes

  Shareholders approved amendment to 2020 Incentive Stock Plan, increasing authorized shares to 12,200,000 (66.9M for, 3.9M against).

• May 5, 2026, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01 ◈ Earnings Releases

  Harley-Davidson Q1 EPS $0.22, revenue $1.17B; operating income down 85%

  Diluted EPS $0.22 vs $1.07 prior year (-79%); net income $25M vs $133M.

• March 6, 2026, 6:59 PM ET other material materiality 0.30 neutral item 8.01

  Harley-Davidson to enter 10b5-1 plan for modest share repurchases

  Company intends to enter Rule 10b5-1 trading plan by March 13, 2026.

• February 10, 2026, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 5.02item 9.01

  Harley-Davidson Q4 diluted EPS loss $2.44, FY25 revenue down 14%; provides weak 2026 outlook

  FY25 diluted EPS $2.78 (down 19% YoY); consolidated revenue $4.47B (-14%); HDMC operating loss $29M vs profit $278M in FY24.

• December 10, 2025, 6:59 PM ET leadership materiality 0.65 neutral item 5.02

  Harley-Davidson appoints Bryan Niketh as COO effective Jan 1, 2026

  Bryan Niketh, 48, becomes COO of Harley-Davidson Motor Co. effective Jan 1, 2026.

• December 5, 2025, 6:59 PM ET leadership materiality 0.60 neutral item 5.02

  Harley-Davidson CDO Krishnan and CCO Mansfield to depart Dec 31; CFO Root adds CCO role

  Jagdish Krishnan (CDO) and Luke Mansfield (CCO) to step down effective December 31, 2025.

• November 6, 2025, 6:59 PM ET M&A materiality 0.80 neutral item 1.01item 2.01item 9.01 ◈ M&A Transactions

  Harley-Davidson closes $4.06B motorcycle loan portfolio sale; issues 9.8% of HDFS equity to KKR & PIMCO

  HDCC sold a portion of its motorcycle loan portfolio to KKR Trust and HDL Trust for $4.06B on October 31, 2025.

• November 4, 2025, 6:59 PM ET earnings materiality 0.80 neutral item 2.02item 9.01

  Harley-Davidson Q3 EPS $3.10 (+241% YoY) on HDFS transaction; retail sales down 6%

  Diluted EPS $3.10 vs $0.91; revenue $1.341B (+17% YoY).

• September 29, 2025, 7:59 PM ET other material materiality 0.30 neutral item 5.03item 9.01 ◈ Governance Changes

  Harley-Davidson adopts bylaw amendments including exclusive forum provisions for shareholder suits

  Board adopted amended bylaws effective Sept 23, 2025; includes universal proxy compliance and enhanced advance notice rules.

• September 15, 2025, 7:59 PM ET leadership materiality 0.30 neutral item 5.02item 9.01

  Harley-Davidson appoints two new independent directors; two veterans retire

  Sara Levinson and N. Thomas Linebarger retire from Board effective Sept 15, 2025.

• August 11, 2025, 7:59 PM ET M&A materiality 0.85 positive item 7.01item 9.01

  Harley-Davidson sells ~1.75x book HDFS stake to KKR/PIMCO; $1.25B cash

  HDFS sells 4.9% equity to KKR and 4.9% to PIMCO (9.8% total) at ~1.75x post-transaction book value.

• August 5, 2025, 7:59 PM ET other material materiality 0.80 neutral item 1.01item 9.01

  Harley-Davidson sells $4B motorcycle loan portfolio to KKR and PIMCO; issues 9.8% of HDFS equity.

  Sale of back book assets expected to generate ~$4B net cash proceeds for HDCC; closing targeted by October 2025.

• August 4, 2025, 7:59 PM ET leadership materiality 0.70 neutral item 5.02item 9.01

  Harley-Davidson appoints Topgolf CEO Arthur Starrs as President and CEO, effective Oct 1, 2025

  Arthur Starrs, currently CEO of Topgolf, named President and CEO effective Oct 1, 2025; replaces retiring Jochen Zeitz.

• July 30, 2025, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 7.01item 9.01

  Harley-Davidson Q2 EPS $0.88, revenue down 19%; announces HDFS partnership with KKR/PIMCO unlocking $1.25B

  Q2 diluted EPS $0.88 vs $1.63 prior year; net income $108M vs $218M, revenue $1.307B down 19%.

• May 19, 2025, 7:59 PM ET other materiality 0.15 neutral item 5.07

  Harley-Davidson 2025 annual meeting votes: directors elected, say-on-pay and auditor ratified

  All nine director nominees re-elected; Jochen Zeitz received 50.8M for vs 48.7M withheld (49% withhold).

• May 12, 2025, 7:59 PM ET other material materiality 0.75 positive item 8.01

  Harley-Davidson lowers 2025 tariff cost estimate to $30-55M; HDFS transaction progressing

  Original incremental tariff estimate of $75-100M reduced by $45M to $30-55M following U.S.-China Geneva statement.

• May 1, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Harley-Davidson Q1 EPS $1.07, revenue down 23%; withdraws 2025 outlook on tariff uncertainty

  Diluted EPS $1.07, down 38% YoY from $1.72; revenue $1,329M, down 23%.

• April 15, 2025, 7:59 PM ET other material materiality 0.70 neutral item 5.02item 8.01item 9.01 ◈ executive_change

  Harley-Davidson director Dourdeville resigns after CEO search split; company rebuts claims

  Jared Dourdeville resigned from the board on April 5, 2025, after his preferred CEO candidate failed to get majority independent director support.

• April 10, 2025, 7:59 PM ET leadership materiality 0.70 negative item 5.02item 9.01 ◈ executive_change

  Harley-Davidson director Jared Dourdeville resigns citing governance and succession concerns

  Jared Dourdeville resigned from the board on April 5, 2025, citing succession planning and board governance in his resignation letter.

• February 5, 2025, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Harley-Davidson Q4 EPS loss $0.93, full-year EPS $3.44 down 29%

  Q4 consolidated revenue $688M (-35%), operating loss $193M, net loss $117M.

• October 24, 2024, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Harley-Davidson Q3 EPS $0.91, revenue down 26%; cuts FY2024 outlook

  Consolidated revenue $1.15B (-26% YoY); diluted EPS $0.91 vs $1.38 (-34%).

• July 25, 2024, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Harley-Davidson Q2 EPS $1.63, revenue +12% to $1.62B; lowers FY2024 outlook

  Q2 diluted EPS $1.63 vs $1.22 a year ago; net income $218M (+23% YoY) on revenue $1,619M.

• May 21, 2024, 7:59 PM ET other material materiality 0.15 negative item 5.07

  Harley-Davidson shareholders reject advisory say-on-pay proposal at 2024 annual meeting

  Say-on-pay failed with 54.1M votes for vs 54.2M against, 0.5M abstentions.

• April 25, 2024, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  Harley-Davidson Q1 EPS $1.72, down 16% YoY; revenue -3% to $1.73B

  Diluted EPS $1.72 vs $2.04 prior year; net income $235M, down 23% YoY.

• February 8, 2024, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01 ◈ Earnings Releases

  Harley-Davidson Q4 loss, EPS $0.18; full-year shipments down 7%; 2024 outlook weak

  Q4 consolidated revenue down 8% to $1.05B; operating loss of $21M vs $4M income a year ago.

• January 29, 2024, 6:59 PM ET leadership materiality 0.50 neutral item 5.02 ◈ executive_change ×2

  Harley-Davidson names Luke Mansfield CCO as Edel O'Sullivan departs

  Edel O'Sullivan steps down as Chief Commercial Officer of Harley-Davidson Motor Company, effective Feb 9, 2024.

• October 26, 2023, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  Harley-Davidson Q3 revenue down 6% to $1.55B; EPS $1.38 vs $1.78 YoY; global retail sales -16%

  Consolidated revenue $1,549M (-6% YoY); operating income $209M (-38%); diluted EPS $1.38 (-22%).

• September 28, 2023, 7:59 PM ET other material materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×4

  Harley-Davidson board adopts annual say-on-pay vote after close advisory vote

  At May 18, 2023 annual meeting, advisory compensation vote: 56.7M for, 56.5M against (nearly split).

• July 27, 2023, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01 ◈ Earnings Releases ×2

  Harley-Davidson Q2 EPS $1.22, revenue down 2%; revises FY2023 HDMC guidance

  Diluted EPS $1.22, net income $178M (-18% YoY); consolidated revenue $1,446M (-2%).

• June 27, 2023, 7:59 PM ET leadership materiality 0.60 neutral item 5.02 ◈ executive_change ×2

  Harley-Davidson appoints Jonathan Root as CFO effective June 26, 2023

  Jonathan Root named CFO, effective immediately; previously SVP of Harley-Davidson Financial Services.

• June 5, 2023, 7:59 PM ET leadership materiality 0.60 neutral item 7.01item 9.01

  LiveWire appoints Karim Donnez as CEO, succeeding Jochen Zeitz; Zeitz stays chairman

  Karim Donnez becomes LiveWire CEO effective June 12, 2023; succeeds Jochen Zeitz.

• May 22, 2023, 7:59 PM ET other material materiality 0.15 negative item 5.07 ◈ Shareholder Votes ×4

  Harley-Davidson elects nine directors; say-on-pay vote 50.1% for, 49.9% against

  Nine director nominees elected; Norman Thomas Linebarger had 45.5M withhold (~40% of votes cast against).

• April 27, 2023, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01 ◈ Earnings Releases

  Harley-Davidson Q1 revenue up 20% to $1.79B; diluted EPS $2.04 (+41%)

  Consolidated revenue $1,789M (+20% YoY); diluted EPS $2.04 (+41%); operating income $370M (+28%).

• April 12, 2023, 7:59 PM ET leadership materiality 0.60 neutral item 5.02item 9.01 ◈ executive_change ×2

  Harley-Davidson CFO Gina Goetter to step down; David Viney named Interim CFO

  Gina Goetter will step down as CFO effective April 28, 2023, to pursue another opportunity outside the company.

• February 2, 2023, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Harley-Davidson Q4 EPS $0.28 (up 100% YoY); full year EPS $4.96; 2023 HDMC rev growth 4-7%

  Q4 diluted EPS $0.28 vs $0.14 prior year, up 100%; revenue $1.14B up 12%.

• October 26, 2022, 7:59 PM ET earnings materiality 0.90 positive item 2.02item 9.01

  Harley-Davidson Q3 EPS $1.78 (+70% YoY); revenue $1.65B (+21%); HDMC margin 17.9%

  Consolidated revenue $1.65B (+21% YoY); GAAP diluted EPS $1.78 (up 70% from $1.05).

• September 30, 2022, 7:59 PM ET M&A materiality 0.85 positive item 1.01item 7.01item 9.01

  Harley-Davidson closes LiveWire SPAC deal; LiveWire starts trading on NYSE under LVWR with $334M gross proceeds

  Business combination with AEA-Bridges Impact Corp. closed on September 26, 2022.

• August 3, 2022, 7:59 PM ET leadership materiality 0.25 neutral item 5.02item 9.01 ◈ executive_change

  Harley-Davidson appoints Rafeh Masood to board of directors

  Board expanded from 10 to 11 directors; Masood elected effective Aug 3, 2022.

• July 28, 2022, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Harley-Davidson Q2 EPS rises 10% to $1.46; revenue down 4% on production suspension

  GAAP diluted EPS of $1.46, up 10% YoY; net income $216M, up 5%.

• July 22, 2022, 7:59 PM ET leadership materiality 0.45 neutral item 5.02 ◈ executive_change ×3

  Harley-Davidson SVP Bryan Niketh departs; roles split to Koval and Slaats

  Bryan Niketh leaves role as SVP Product and Operations after 21 years, effective Aug 5, 2022.

• May 18, 2022, 7:59 PM ET other material materiality 0.55 neutral item 5.02item 5.07

  HOG shareholders approve aspirational stock plan with price targets $70-$130; say-on-pay fails

  AIP approved: up to 3M performance shares contingent on stock reaching $70, $90, $110, $130 by 2025.

• April 27, 2022, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Harley-Davidson Q1 GAAP EPS $1.45, revenue +5% to $1.5B, reaffirms FY22 outlook

  GAAP diluted EPS $1.45 vs $1.68 prior year (-14%); net income $223M.

• February 8, 2022, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 5.03item 9.01

  Harley-Davidson Q4 revenue +40% to $1.02B, GAAP EPS $0.14 vs loss; full-year EPS $4.19

  Q4 2021 revenue $1,016M (+40% YoY); GAAP diluted EPS $0.14 vs. loss of $0.63 in Q4 2020.

• February 3, 2022, 6:59 PM ET other material materiality 0.75 neutral item 1.01item 5.02item 9.01 ◈ executive_change

  Harley-Davidson appoints H Partners' Jared Dourdeville to board under cooperation pact

  Appointed Jared Dourdeville to Board; named to Nominating/Governance and Human Resources Committees.

• December 23, 2021, 6:59 PM ET other material materiality 0.70 neutral item 7.01

  Harley-Davidson acknowledges 13D filing by activist H Partners; discussions ongoing

  H Partners and related parties filed a Schedule 13D with the SEC.

• December 15, 2021, 6:59 PM ET M&A materiality 0.90 neutral item 1.01item 9.01

  Harley-Davidson to spin off LiveWire via SPAC merger with ABIC; enterprise value $1.77B

  Transaction equity value of $1.77B; H-D to receive 161M shares plus up to 12.5M earn-out shares.

• December 13, 2021, 6:59 PM ET M&A materiality 0.75 positive item 7.01item 9.01

  Harley-Davidson to combine LiveWire EV unit with SPAC ABIC at ~$1.77B enterprise value

  LiveWire becomes first publicly traded U.S. EV motorcycle company via merger with SPAC ABIC; pro forma enterprise value ~$1.77B.

• December 9, 2021, 6:59 PM ET leadership materiality 0.45 neutral item 5.02 ◈ executive_change ×2

  Harley-Davidson eliminates CAO role; appoints Tori Termaat CHRO effective Jan 1, 2022

  Julie Anding ceases as CAO on Jan 1, 2022; moves to VP Inclusive Stakeholder Management.

• December 3, 2021, 6:59 PM ET leadership materiality 0.65 neutral item 5.02

  Harley-Davidson CEO Jochen Zeitz gets new pay package; base salary reduced to $1.9M

  Base salary reduced by $600K to $1.9M; target annual bonus of $2.4M; effective Jan 1, 2022.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.72 · Most common event earnings

7 positive 14 negative 29 neutral

source · HOG on sec.gov