DEFA14A ·Filed Mar 20, 2026

GILD

GILEAD SCIENCES, INC.
NEUTRAL
Impact 3/10
Horizonimmediate Processed6mo ago SEC0001308179-26-000107
Proxy solicitation materials
Actionable Insight • Neutral

Investors should review the proxy statement before voting, particularly regarding the equity incentive plan amendment which could impact share count. The opposition to shareholder proposals suggests management maintains a firm stance on governance and ESG reporting policies.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
GILD ▼ -7.33% at T+60d
NEUTRAL call ✗ call lost -7.33% · α vs SPY -21.82% · entry $137.30 → $127.23
Entry anchored
Mar 20, 03:59 PM ET
via exchange tick
T+1d
+0.61%
call +0.61% · α +0.97%
$138.14
settled 6mo ago
T+5d
-0.74%
call -0.74% · α +2.82%
$136.28
settled 6mo ago
T+20d
-2.93%
call -2.93% · α -10.35%
$133.27
settled 6mo ago
T+60d
-7.33%
call -7.33% · α -21.82%
$127.23
settled 4mo ago

Price Chart

Loading chart...

Executive Summary

Gilead Sciences is holding its 2026 Annual Meeting, where shareholders will vote on several key proposals. The board recommends voting in favor of re-electing all nine director nominees, ratifying Ernst & Young as auditors, approving executive compensation, and amending the equity incentive plan. The board opposes three shareholder proposals requesting an independent board chair, a report on patent exclusivity impacts on patient access, and a report on ESG/DEI compensation metrics.

Key Facts

  • Annual shareholder meeting scheduled for April 30, 2026
  • Nine director nominees up for re-election, including Daniel P. O'Day and Kelly A. Kramer
  • Board recommends ratification of Ernst & Young as independent auditors
  • Board recommends approval of amended 2022 Equity Incentive Plan
  • Board opposes three shareholder proposals on governance and ESG reporting
  • Shareholders can vote on executive compensation (advisory vote)

Financial Impact

No immediate financial impact from the proxy vote itself, but the equity incentive plan amendment could affect future share dilution

governanceexecutive compensationshareholder rightsequity dilution

Risk Factors

  • Potential shareholder dissatisfaction with board opposition to governance and ESG proposals
  • Future dilution from the amended equity incentive plan
  • Executive compensation decisions could impact investor sentiment

Market Snapshot

Exchange
Nasdaq
Analyst Consensus
79% bullish (38 analysts)

Investment Themes

Biotech & Drug Discovery

Documents Analyzed

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

DocumentAccession Number
DEFA14A Filing (Primary)0001308179-26-000107
Document: 0001308179-26-000107-index-headers.html0001308179-26-000107
Document: 0001308179-26-000107-index.html0001308179-26-000107
Document: 0001308179-26-000107.txt0001308179-26-000107
16 reports for GILD
Performance horizon
83% Hit rate 5 of 6 directional calls best @ T+60▲ +16.72%Jul 6, 2026
Filters
Rows
Reports for GILD — sortable, filterable
TypeNow
Sep 2, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$149.61 $149.05▼ −0.37%▼ −0.04%$144.74 (−3.26%)
Aug 27, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$145.68 $152.21▲ +4.48%▲ +4.22%$144.74 (−0.65%)
Aug 21, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$146.74 $152.67▲ +4.04%▲ +2.73%$144.74 (−1.36%)
Aug 18, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$147.60 $150.89▲ +2.23%▲ +4.18%$144.74 (−1.94%)
Aug 18, 2026
6w ago
Court Ruling
BULLISH ★ 7/10
$143.44 $147.68▲ +2.96%▲ +4.27%$144.74 (+0.91%)
Aug 13, 2026
7w ago
Court Ruling
BULLISH ★ 6/10
$138.14 $143.72▲ +4.04%▲ +5.79%$144.74 (+4.78%)
Aug 6, 2026
8w ago
S-3ASR
NEUTRAL ★ 2/10
$133.21 $151.00▲ +13.35%▲ +13.75%$144.74 (+8.66%)
Jul 21, 2026
10w ago
ANALYST-DOWNGRADE
BEARISH ★ 4/10
$130.28 $143.44▼ −10.10%▼ −7.54%$144.74 (−11.10%)
Jul 16, 2026
11w ago
Insider Cluster
NEUTRAL ★ 2/10
$134.28 $138.33▲ +3.02%▼ −1.43%$144.74 (+7.79%)
Jul 6, 2026
12w ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$129.61 $130.21▲ +0.46%▲ +1.03%$144.74 (+11.67%)
Showing 10 of 16

US Market Status

Market Closed — Opens Mon (65h 8m)

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