AlphAIalphai — Financial news for AI agents
SEC EDGARJUN 52 min read$NYT

Welch Jacqueline M sold $297K of NYT

Welch Jacqueline M (EVP and CHRO) sold 4,000 shares of NEW YORK TIMES CO (NYT) at $74.14 ($0.30M total) on 2026-06-03.

Original reporting
SEC EDGAR · Welch Jacqueline M
Published Jun 5, 2026, 9:15 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Jun 5, 2026, 9:20 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About alphai AI DeskScoring methodologyReport an issue
alphai market briefInsider activity
Primary signal
$NYT
Neutral
medium confidence
Mentioned
$NYT
Relevance
6/10
alphai data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$NYTNeutralLow
01

Why it matters

The disclosure provides a datapoint on executive ownership behavior but does not include guidance, earnings, or business developments.

02

Market read

Traders may briefly reassess sentiment/positioning around NYT, but the event lacks fundamental catalysts.

03

What to watch

The filing doesn’t reveal motivation (taxes, diversification, planned liquidity needs) and the share count may be small relative to float/volume.

Relevance 6/10Novelty 6/10Timing: Filed 2026-06-05; sale occurred 2026-06-03.

Background

The article is an SEC EDGAR Form 4 insider transaction disclosure for New York Times Co.

Company-level read

Ticker impact

$NYTNeutralMedium confidence
Context

SEC Form 4 shows NYT CHRO Jacqueline M. Welch sold 4,000 shares in an open-market transaction at ~$74.14 on 2026-06-03.

Expected impact

Likely limited, short-lived impact; any effect is more sentiment/flow-related than fundamental.

Evidence & confidence

This is an ownership-change disclosure with no accompanying company-specific operational or financial catalyst.

Market effects

Sector

Minimal; this is company-specific insider activity with no stated industry/regulatory trigger.

Regional

None indicated.

Global

None indicated.

Counterpoint

What could challenge this read

Insider sales are often routine for diversification/tax; the absence of a stated 10b5-1 plan doesn’t necessarily imply negative fundamentals.

Key entities

  • issuer
    NEW YORK TIMES CO

    Subject of the SEC Form 4 insider transaction; EVP and CHRO Jacqueline M. Welch sold shares.

  • insider
    Welch Jacqueline M

    EVP and CHRO who executed the open-market sale of 4,000 shares.

Read at source← All news

Related articles

AUG 8
$NYTMed

New York Times Q2 Earnings Call Highlights

The New York Times Company (NYSE:NYT) reported Q2 results on its earnings call. Digital-only subscribers rose 13.3% YoY and digital-only ARPU increased 3.1%. First-half free cash flow was about $266M and the company returned about $160M to shareholders. It guided Q3 digital-only subscription revenue up 12% to 15% and digital ad revenue up mid- to high-teens.

yahoo.com5 min
AUG 6
$NYTMed

New York Times' slower subscriber growth in busy news cycle sparks share selloff

Reuters reports The New York Times (NYT) said it added about 280,000 digital-only subscribers in Q2, below Visible Alpha’s 295,300 estimate and the prior quarter’s 310,000. Total subscribers were 13.35 million. Shares fell over 13%. NYT expects digital-only subscription revenue growth of 12% to 15% in Q3 and cited weaker Google search and referral traffic.

yahoo.com4 min
AUG 5
$NYTHighAI 9/10

New York Times Stock Sinks 13% as Subscriber Growth Slows

Shares of The New York Times Company (NYSE:NYT) fell more than 13% after it reported Q2 digital-only subscriber additions of about 280,000, below analysts’ 295,300 estimate and down from 310,000 in Q1. Total subscribers rose to 13.35 million. Management cited weaker Google search and fewer referrals, and guided Q3 digital subscription revenue growth of 12% to 15% versus 14.2% expected.

yahoo.com4 min
AUG 5
$NYTMed

The New York Times Has A Growth Stock Problem

The New York Times (NYT) reported adjusted operating profit of $155 million, up 16%, on revenue of $762 million, up 11%, but shares fell after subscriber growth slowed. It added about 280,000 subscribers versus 295,000 expected. Digital-only ARPU rose 3% to just under $10, while digital ad revenue rose 21% to $114 million. The company forecast 12-15% digital-only subscription revenue growth for Q3.

yahoo.com6 min
AUG 5
$NYTMedAI 8/10

Why The New York Times (NYT) Stock Is Falling Today

The New York Times (NYT) shares fell 15.3% after its Q2 report. Revenue rose 11.2% to $762.5 million and adjusted EPS was $0.69, both above estimates, but free cash flow margin dropped to 1.3% from 15.1% a year earlier and revenue growth guidance slowed to 7.3% over 12 months, driving the selloff.

financialcontent.com4 min
AUG 5
$NYTMed

The New York Times’ revenue rises 11%

The New York Times Company reported that it added 280,000 digital-only subscribers in the last quarter, bringing the total to 13.35 million, and said it remains on track for a 15 million subscriber goal by end-2027. For the three months ended June, revenue rose 11.2% to $762.5 million, and adjusted operating profit increased 16.1% to $155.3 million.

editorandpublisher.com2 min