DEFA14A ·Filed May 4, 2026

AMZN

AMAZON COM INC
NEUTRAL
Impact 3/10
Horizondays Processed5mo ago SEC0001104659-26-054974
Proxy solicitation materials
Actionable Insight • Neutral

Monitor vote outcome on May 20; shareholder proposals are unlikely to pass given low historical support and board opposition. No immediate trading catalyst.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
AMZN ▼ -13.90% at T+60d
NEUTRAL call ✗ call lost -13.90% · α vs SPY -16.38% · entry $273.53 → $235.50
Entry anchored
May 4, 2026
via day open
T+1d
+0.50%
call +0.50% · α -0.88%
$274.91
settled 6mo ago
T+5d
-2.84%
call -2.84% · α -4.83%
$265.76
settled 5mo ago
T+20d
-6.22%
call -6.22% · α -11.17%
$256.52
settled 5mo ago
T+60d
-13.90%
call -13.90% · α -16.38%
$235.50
settled 3mo ago

Price Chart

Loading chart...

Executive Summary

Amazon filed additional definitive proxy materials (DEFA14A) urging shareholders to vote in line with board recommendations at the May 20, 2026 annual meeting. The board recommends FOR all 11 director nominees, ratification of Ernst & Young, and advisory say-on-pay; AGAINST all four shareholder proposals (charitable partnerships, data center climate reporting, climate commitments report, mandatory independent board chair). This is routine proxy solicitation with no material financial impact.

Key Facts

  • Annual meeting on May 20, 2026, virtual at www.virtualshareholdermeeting.com/AMZN2026.
  • Board recommends FOR election of 11 director nominees; FOR ratification of EY as auditor; FOR advisory vote on executive compensation.
  • Board recommends AGAINST four shareholder proposals: Item 4 (charitable partnerships report), Item 5 (data center climate reporting), Item 6 (climate commitments report), Item 7 (mandatory independent board chair).
  • No equity awards were granted to CEO or named executives in 2025; CEO total compensation $2.1 million.
  • CEO has not received an equity award since 2021; CEO's realized compensation increased due to stock price performance.
  • Shareholder engagement: met with 66 of 100 largest unaffiliated shareholders; lead independent director met with shareholders owning >22% of stock.

Financial Impact

No material financial impact disclosed; CEO compensation $2.1 million in 2025.

Market Snapshot

Price
$272.05
Change
+1.4%
Volume
46.9M
Exchange
Nasdaq
Sector
Retail-Catalog & Mail-Order Houses
Analyst Consensus
92% bullish (78 analysts)

Investment Themes

Artificial IntelligenceCloud & SaaSE-commerce & Platforms

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001104659-26-054974
Document: 0001104659-26-054974-index-headers.html0001104659-26-054974
Document: 0001104659-26-054974-index.html0001104659-26-054974
Document: 0001104659-26-054974.txt0001104659-26-054974
134 reports for AMZN
Performance horizon
90% Hit rate 19 of 21 directional calls best @ T+20▲ +27.91%Apr 6, 2026
Filters
Rows
Reports for AMZN — sortable, filterable
TypeNow
Sep 14, 2026
5w ago
Court Ruling
NEUTRAL ★ 1/10
$253.54 $259.53▲ +2.36%▲ +0.10%$250.00 (−1.40%)
Sep 14, 2026
5w ago
8-K
NEUTRAL ★ 3/10
$253.54 $259.53▲ +2.36%▲ +0.10%$250.00 (−1.40%)
Sep 11, 2026
5w ago
424B5
NEUTRAL ★ 3/10
$253.54 $259.53▲ +2.36%▲ +0.10%$250.00 (−1.40%)
Sep 11, 2026
5w ago
Court Ruling
NEUTRAL ★ 1/10
$256.78 $262.43▲ +2.20%▲ +0.33%$250.00 (−2.64%)
Sep 11, 2026
5w ago
Court Ruling
BULLISH ★ 4/10
$256.78 $262.43▲ +2.20%▲ +0.33%$250.00 (−2.64%)
Sep 9, 2026
5w ago
424B5
NEUTRAL ★ 3/10
$252.40 $259.92▲ +2.98%▲ +1.04%$250.00 (−0.95%)
Sep 9, 2026
5w ago
8-K / 3
NEUTRAL ★ 2/10
$252.40 $259.92▲ +2.98%▲ +1.04%$250.00 (−0.95%)
Sep 8, 2026
5w ago
Court Ruling
NEUTRAL ★ 2/10
$256.97 $256.29▼ −0.26%▼ −1.98%$250.00 (−2.71%)
Sep 8, 2026
5w ago
Court Ruling
NEUTRAL ★ 2/10
$256.97 $256.29▼ −0.26%▼ −1.98%$250.00 (−2.71%)
Sep 2, 2026
6w ago
Court Ruling
NEUTRAL ★ 2/10
$254.98 $249.15▼ −2.29%▼ −1.96%$250.00 (−1.95%)
Showing 10 of 134

US Market Status

Market Closed — Opens in 4h 26m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access