10-K/A ·Filed Jun 5, 2026

PL

Planet Labs PBC
NEUTRAL
Impact 2/10
Horizonimmediate Processed3mo ago SEC0001193125-26-258284
Amended annual report (potential restatement)
Actionable Insight • Neutral

This is a purely administrative correction with no trading signal. The 10b5-1 plans disclosed were adopted in January 2026 — pre-scheduled sales by directors — and do not represent new insider selling. Monitor the original 10-K for financial performance; this amendment changes nothing.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d ⚠ clustered
PL ▼ -38.39% at T+60d
NEUTRAL call ✗ call lost -38.39% · α vs SPY -42.39% · entry $32.22 → $19.85
Entry anchored
Jun 5, 05:45 AM ET
via exchange tick
T+1d
+1.61%
call +1.61% · α +1.39%
$32.74
settled 4mo ago
T+5d
-3.32%
call -3.32% · α -3.89%
$31.15
settled 4mo ago
T+20d
-4.22%
call -4.22% · α -6.08%
$30.86
settled 3mo ago
T+60d
-38.39%
call -38.39% · α -42.39%
$19.85
settled 4w ago

Price Chart

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Executive Summary

Planet Labs filed Amendment No. 1 to its FY2026 10-K to correct two inadvertent omissions: (1) disclosure of Rule 10b5-1 trading plans adopted by three directors (Ita Brennan, Kristen Robinson, Gen. John W. Raymond) during Q4 FY2026, and (2) inclusion of Exhibit 97.1 (Clawback Policy). No financial statements were amended, restated, or corrected. The amendment is purely administrative and carries no material financial impact.

Key Facts

  • Amendment corrects omission of 10b5-1 trading plans for directors Ita Brennan (up to 71,000 shares), Kristen Robinson (up to 117,107 shares), and Gen. John W. Raymond (up to 32,468 shares), all adopted in January 2026.
  • Amendment adds Exhibit 97.1 (Clawback Policy), which was inadvertently omitted from the original 10-K filed March 23, 2026.
  • No financial statements were amended, restated, or corrected; no changes to revenue, earnings, or any financial metric.
  • New CEO/CFO certifications (Exhibits 31.3 and 31.4) filed with limited scope (paragraphs 1-2 only, omitting internal control certifications).

Financial Impact

None — no financial data amended or restated.

Risk Factors

  • No material risks identified from this amendment.

Market Snapshot

Exchange
NYSE
Sector
Radio & Tv Broadcasting & Communications Equipment
Analyst Consensus
79% bullish (19 analysts)

Investment Themes

Space & Satellites

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
10-K/A Filing (Primary)0001193125-26-258284
Document: pl-ex31_4.htm0001193125-26-258284
Document: pl-ex31_3.htm0001193125-26-258284
Document: 0001193125-26-258284-index-headers.html0001193125-26-258284
Document: 0001193125-26-258284-index.html0001193125-26-258284
Document: 0001193125-26-258284.txt0001193125-26-258284
15 reports for PL
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+60▲ +38.39%Jun 5, 2026
Filters
Rows
Reports for PL — sortable, filterable
TypeNow
Sep 3, 2026
28d ago
8-K
MIXED ★ 6/10
$18.12 $17.81▼ −1.71%▼ −1.16%$17.34 (−4.28%)
Jul 16, 2026
11w ago
Insider Cluster
NEUTRAL ★ 3/10
$22.09 $22.47▲ +1.72%▲ +2.71%$17.34 (−21.48%)
Jul 14, 2026
11w ago
Insider Cluster
NEUTRAL ★ 2/10
$25.56 $24.90▼ −2.58%▼ −2.98%$17.34 (−32.14%)
Jul 14, 2026
11w ago
Insider Cluster
NEUTRAL ★ 2/10
$25.56 $24.90▼ −2.58%▼ −2.98%$17.34 (−32.14%)
Jun 11, 2026
16w ago
Institutional Cluster
NEUTRAL ★ 2/10
$34.17 $31.15▼ −8.84%▼ −9.38%$17.34 (−49.24%)
Jun 5, 2026
17w ago
8-K
BEARISH ★ 7/10
$32.22 $32.74▼ −1.61%▼ −1.39%$17.34 (+46.17%)
Jun 5, 2026
17w ago
424B5
BEARISH ★ 7/10
$32.22 $32.74▼ −1.61%▼ −1.39%$17.34 (+46.17%)
Jun 5, 2026
17w ago
S-3ASR
NEUTRAL ★ 4/10
$32.22 $32.74▲ +1.61%▲ +1.39%$17.34 (−46.17%)
Jun 5, 2026
17w ago
10-K/A
NEUTRAL ★ 2/10
$32.22 $32.74▲ +1.61%▲ +1.39%$17.34 (−46.17%)
Jun 4, 2026
17w ago
8-K
BULLISH ★ 7/10
$32.22 $32.74▲ +1.61%▲ +1.39%$17.34 (−46.17%)
Showing 10 of 15

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