Published
## Filings that contain financial statements - **8-K dated July 16, 2026 (accession 0001193125-26-305416)** — Exhibit 99.1, Prologis' second-quarter 2026 supplemental information, furnishes a consolidated balance sheet as of June 30, 2026 (with comparatives at March 31, 2026 and December 31, 2025) and consolidated statements of income for the three and six months ended June 30, 2026 and 2025. - **8-K dated April 16, 2026 (accession 0001193125-26-157977)** — Exhibit 99.1, the first-quarter 2026 supplemental information, furnishes a consolidated balance sheet as of March 31, 2026 (with a December 31, 2025 comparative) and a consolidated statement of income for the three months ended March 31, 2026 and 2025. - **8-K dated January 21, 2026 (accession 0001193125-26-017256)** — Exhibit 99.1, the fourth-quarter and full-year 2025 supplemental information, furnishes a consolidated balance sheet as of December 31, 2025 (with comparatives at September 30, 2025 and December 31, 2024) and consolidated statements of income for the three and twelve months ended December 31, 2025 and 2024. ## Proposed combination with SEGRO plc - **June 16, 2026** — Prologis sent a letter to SEGRO plc's board setting out an indicative all-stock proposal to acquire the entire issued and to-be-issued share capital of SEGRO. (8-K dated June 24, 2026, accession 0001193125-26-280195, reporting the June 16 letter.) - **June 23–24, 2026** — SEGRO's board "unequivocally rejected" the proposal. Prologis publicly urged SEGRO shareholders to press the SEGRO board to engage, and noted it was required under UK Takeover Code Rule 2.6(a) to either announce a firm intention to make an offer by July 22, 2026 or walk away. (8-K dated June 24, 2026, accession 0001193125-26-280195.) - **August 4, 2026** — Prologis announced a firm, recommended offer for SEGRO (the "Combination") and entered into a Co-operation Agreement with SEGRO. Under the terms, SEGRO shareholders will receive 0.0920 new Prologis shares per SEGRO ordinary share, with a partial cash alternative funded by a new term loan facility (described below); the Combination values SEGRO's share capital at roughly £14.0 billion based on Prologis' July 21, 2026 closing price. The deal is a signed agreement, not yet closed: it remains subject to SEGRO shareholder and UK court approval, antitrust/regulatory clearances and other customary conditions, with completion anticipated in the first half of 2027. Continuing Prologis stockholders are expected to hold approximately 88.5%–91.1% of the combined company depending on cash-election take-up. (8-K dated August 4, 2026, accession 0001104659-26-089980.) - **August 4, 2026** — In connection with the Combination, Prologis, L.P. entered into a Term Loan Credit Agreement providing for borrowings of up to £3,575,000,000 to help fund the cash alternative, maturing one year after initial borrowing with two one-year extension options. (Same 8-K, accession 0001104659-26-089980, Exhibit 10.1.) - **August 4–7, 2026** — Prologis priced and closed an underwritten public offering of 15,000,000 common shares for estimated net proceeds of approximately $2.1 billion, earmarked (together with the term loan) to help fund the SEGRO combination and general corporate purposes, including potential acquisitions such as SEGRO. The underwriters subsequently exercised their option to purchase an additional 2,250,000 shares (aggregate net proceeds from the add-on of approximately $312.2 million), with that incremental closing expected August 7, 2026. (8-K dated August 4, 2026 reporting the offering, accession 0001104659-26-090724; over-allotment exercise reported in an 8-K dated August 5, 2026, accession 0001104659-26-092072.) ## Other transactions - **April 2026** — Prologis acquired its partner's interest in an unconsolidated co-investment venture in Asia and consolidated 74 operating properties aggregating 23 million square feet. The acquisition is completed. (Disclosed in the Form 10-Q for the quarter ended June 30, 2026, accession 0001193125-26-323746.) ## Earnings and guidance - **January 21, 2026 — Fourth-quarter and full-year 2025 results.** Full-year 2025 net earnings per diluted share were $3.56, down from $4.01 in 2024; full-year Core FFO per diluted share was $5.81, up from $5.56. The company signed a record 228 million square feet of leases in 2025 and issued initial 2026 guidance of $3.70–$4.00 net earnings per diluted share and $6.00–$6.20 Core FFO per diluted share. (Accession 0001193125-26-017256.) - **April 16, 2026 — First-quarter 2026 results.** Net earnings per diluted share were $1.05 versus $0.63 a year earlier; Core FFO per diluted share was $1.50 versus $1.42. The quarter included record logistics lease signings of 64 million square feet and new Strategic Capital partnerships with GIC and La Caisse. Prologis raised full-year 2026 guidance to $3.80–$4.05 net earnings per diluted share and $6.07–$6.23 Core FFO per diluted share. (Accession 0001193125-26-157977.) - **July 16, 2026 — Second-quarter 2026 results.** Net earnings per diluted share were $1.13 versus $0.61 a year earlier; Core FFO per diluted share was $1.63 versus $1.46. The company signed a record 67 million square feet of leases in the quarter and raised 2026 guidance for the second time this year, to $4.40–$4.55 net earnings per diluted share and $6.22–$6.30 Core FFO per diluted share. The release flags this guidance as a Rule 28 profit forecast under the UK Takeover Code in connection with the proposed SEGRO combination, for which the UK Takeover Panel granted Prologis a dispensation from the usual reporting-accountant requirement. (Accession 0001193125-26-305416.) ## Capital markets activity - **March 26, 2026** — Prologis, L.P. and various affiliates entered into an Amended and Restated Global Senior Credit Agreement (the "2026 Global Facility") providing revolving capacity of approximately $3.0 billion (with an accordion feature for up to $1.0 billion more), split into a $2.0 billion US dollar tranche and a €864.2 million euro tranche, maturing June 28, 2030 with two six-month extension options. A related amendment conformed terms of the company's 2025 global facility. (Accession 0001193125-26-132661.) - **April 20, 2026** — Prologis, L.P. priced three senior unsecured note offerings: $500 million of 4.250% notes due 2031 and $750 million of 4.900% notes due 2036 (net proceeds ~$1.2 billion, closed April 23, 2026); and C$850 million of 4.250% notes due 2034 (net proceeds ~C$839.9 million, closed April 27, 2026). Proceeds were earmarked for repayment of commercial paper, credit line and term loan borrowings and general corporate purposes. (Accessions 0001104659-26-047277 and 0001104659-26-049048.) - **June 4, 2026** — Prologis Yen Finance LLC priced ¥32.6 billion of 2.527% notes due 2030, ¥3.5 billion of 3.389% notes due 2035 and ¥8.9 billion of 3.905% notes due 2041, fully and unconditionally guaranteed by Prologis, L.P., with net proceeds of approximately ¥44.7 billion ($280.6 million) earmarked to repay the operating partnership's yen revolving credit facility. Closing was expected June 11, 2026. (Accession 0001104659-26-072516.) ## Board, management and governance - **June 29, 2026** — Prologis' board appointed Alfred F. Kelly, Jr. as an independent director, joining the Board Governance and Nomination Committee. (Accession 0001193125-26-291634.) - **April 28, 2026** — At its annual meeting, Prologis stockholders elected all eleven director nominees, approved (on an advisory basis) 2025 executive compensation, and ratified KPMG LLP as independent auditor for 2026. (Accession 0001193125-26-197916.) - **April 1, 2026** — An amended 8-K disclosed 2026 compensation terms for Trisha Burns following her appointment as Chief Accounting Officer effective April 1, 2026 (as originally reported in a September 2025 filing), including a $400,000 target long-term incentive award. (Accession 0001193125-26-138189.) - **January 22, 2026 (amendment to a filing originally made February 2025)** — An amended 8-K disclosed compensation arrangements tied to the leadership transition effective January 1, 2026, under which Daniel S. Letter became Chief Executive Officer (base salary $1,000,000; target bonus 200% of salary; $15,750,000 target annual long-term incentive award for 2026) and Hamid R. Moghadam became Executive Chairman (2026 performance stock unit target of $13,750,000, plus a one-time retention grant of 220,000 LTIP units vesting on the third anniversary of grant). (Accession 0001193125-26-019620.) ## Note on scope These filings reflect Prologis' and Prologis, L.P.'s Forms 8-K and 8-K/A filed with the SEC from January through early August 2026, together with one item disclosed only in the Form 10-Q for the quarter ended June 30, 2026. No widely reported development outside this period and these filings is addressed here.