Pattern file
Andy Jassy
President and CEO, Amazon
Form 4, 10-Q/10-K, annual letter, earnings calls
Lifetime record
No receipts yet. The record opens the day their words and a document first meet.
No receipts on Andy Jassy yet. The file opens the day their words and filings first meet. Their disclosures are on the desk.
The playbook
His annual letter and his calls make claims about capital spending, AI capacity and jobs that Amazon's own filings then quantify. The 10-Q carries capex and headcount; the letter carries the promises. Both are dated.
His Form 4s are quarterly and routine (latest August 25, 2026). They are recorded, with plan dates, and not read as signals on their own.
The other seam is labour. Statements about warehouses, robots and headcount can be checked against the numbers Amazon files, and against the government's own records of its contracts and penalties.
What we're watching
- Quarterly Capex and capacity claims on the call, against the 10-Q.
- Ongoing Form 4s as they land, plan dates noted.
- Annual Headcount and automation claims, against the numbers in the 10-K.
