This filing is purely administrative, no new financial information. Monitor the next quarterly earnings for any operational updates under the new CEO.
Price Chart
Executive Summary
Mattel filed an amendment to CEO Roger Lynch's offer letter, adjusting his start date to October 12, 2026, and accelerating the grant of his equity awards (461,538 RSUs, 461,538 PSUs, and 461,538 PSUs at target plus 307,692 RSUs) to that date. The amendment also enhances his change-in-control severance to 2.99x (up from 2x) and adds a 280G tax gross-up if a change of control occurs by December 31, 2028. This is a routine administrative adjustment to a previously disclosed CEO appointment with no material financial impact on the company's operations or financials.
Key Facts
- CEO Roger Lynch's start date moved to October 12, 2026.
- Equity grants accelerated to the start date: 461,538 make-whole RSUs, 461,538 inducement PSUs, and 2026 annual LTI of 461,538 PSUs (target) + 307,692 RSUs.
- Change-in-control severance multiplier increased to 2.99x (from 2x) for a termination on or before December 31, 2028.
- Section 280G excise tax gross-up added for a change of control on or before December 31, 2028.
Financial Impact
No financial impact disclosed; equity award sizes were previously disclosed in the September 30, 2026 8-K.
Risk Factors
- No new risks identified from this filing.
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-421751 |
| Document: d171641dex101.htm | 0001193125-26-421751 |
| Document: 0001193125-26-421751-index-headers.html | 0001193125-26-421751 |
| Document: 0001193125-26-421751-index.html | 0001193125-26-421751 |
| Document: 0001193125-26-421751.txt | 0001193125-26-421751 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 8d ago | SC 13D | $16.94 $15.48 | ▼ −8.62% | ▼ −9.33% | $15.42 (−8.97%) |
Oct 21, 2026 9d ago | 8-K | $16.94 $15.48 | ▼ −8.62% | ▼ −9.33% | $15.42 (−8.97%) |
Oct 19, 2026 11d ago | 8-K | $16.88 $15.82 | ▼ −6.28% | ▼ −6.13% | $15.42 (−8.65%) |
Oct 14, 2026 16d ago | 8-K | $17.32 $16.94 | ▼ −2.19% | ▼ −1.18% | $15.42 (−10.97%) |
Sep 30, 2026 4w ago | 8-K | $12.66 $16.37 | ▲ +29.30% | ▲ +27.39% | $15.42 (+21.80%) |
Jul 31, 2026 13w ago | 8-K | $15.09 $14.79 | ▼ −1.99% | ▼ −5.50% | $15.42 (+2.19%) |
Jun 2, 2026 21w ago | 8-K | $14.33 $14.69 | ▲ +2.54% | ▲ +6.36% | $15.42 (+7.64%) |
Apr 14, 2026 28w ago | DEFA14A | $14.85 $15.15 | ▲ +2.02% | ▲ +0.38% | $15.42 (+3.87%) |
Apr 7, 2026 29w ago | 8-K | $14.45 $14.85 | ▲ +2.77% | ▼ −0.75% | $15.42 (+6.74%) |
Feb 28, 2026 34w ago | Institutional Cluster | $16.39 $15.99 | ▼ −2.44% | ▼ −1.23% | $15.42 (−5.90%) |
US Market Status
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.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers