Official announcements (8-K)

Shared financial results (Item 2.02)

New results: figures on this page will update when the full quarterly or annual report is filed.

In the company's wordsOn October 19, 2026, Cleveland-Cliffs Inc. issued a news release announcing the third-quarter financial results for the quarter ended September 30, 2026. A copy of the news release is attached as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Current Report on Form 8-K, including the exhibit attached hereto, is being furnished and shall not be deemed to be filed for the purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”), or incorporated by reference into any filing under the Securities Act of 1933 or the Exchange Act, unless such subsequent filing specifically references this Current Report on Form 8-K.

Change in its leaders or board (Item 5.02)

New leaders or board members can bring a change in strategy.

In the company's wordsOn July 21, 2026, the Board of Directors (the “Board”) of Cleveland-Cliffs Inc. (the “Company”) appointed Celso L. Goncalves Jr., the Company’s Executive Vice President and Chief Financial Officer, to the positions of President and Chief Financial Officer of the Company, effective immediately. In connection with this appointment, Lourenco Goncalves will continue to serve as Chairman and Chief Executive Officer of the Company, but will no longer hold the title of President. The Board also appointed Celso Goncalves to serve as a member of the Board, effective immediately. Celso Goncalves, age 38, has served as Executive Vice President and Chief Financial Officer of the …

Shared financial results (Item 2.02)

New results: figures on this page will update when the full quarterly or annual report is filed.

In the company's wordsOn July 23, 2026, Cleveland-Cliffs Inc. issued a news release announcing the second-quarter financial results for the quarter ended June 30, 2026. A copy of the news release is attached as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Current Report on Form 8-K, including the exhibit attached hereto, is being furnished and shall not be deemed to be filed for the purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”), or incorporated by reference into any filing under the Securities Act of 1933 or the Exchange Act, unless such subsequent filing specifically references this Current Report on Form 8-K.

Shared shareholder vote results (Item 5.07)

How shareholders voted on board members and proposals.

In the company's words(the “Company”) was held on May 14, 2026. The final voting results for the proposals submitted for a vote of shareholders at the Annual Meeting are set forth below. As of March 16, 2026, the record date for the Annual Meeting, there were 570,396,523 common shares of the Company entitled to vote at the Annual Meeting. Each such share was entitled to one vote. There were present at the Annual Meeting, in person or by proxy, holders of 438,875,947 common shares representing more than a majority of the voting power and constituting a quorum. At the Annual Meeting, the shareholders voted on the following items: Proposal No. 1: Election of Directors All of the Company's …

Shared financial results (Item 2.02)

New results: figures on this page will update when the full quarterly or annual report is filed.

In the company's wordsOn April 20, 2026, Cleveland-Cliffs Inc. issued a news release announcing the first-quarter financial results for the quarter ended March 31, 2026. A copy of the news release is attached as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Current Report on Form 8-K, including the exhibit attached hereto, is being furnished and shall not be deemed to be filed for the purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”), or incorporated by reference into any filing under the Securities Act of 1933 or the Exchange Act, unless such subsequent filing specifically references this Current Report on Form 8-K.

Change in its leaders or board (Item 5.02)

New leaders or board members can bring a change in strategy.

In the company's wordsOn February 19, 2026, Douglas C. Taylor, the Lead Director of the Board of Directors (the “Board”) of Cleveland-Cliffs Inc. (the “Company”), submitted his resignation as a member of the Board, conditional on acceptance by the Board. Mr. Taylor’s decision to resign was not because of any disagreement with the Company on any matter relating to the Company’s operations, policies or practices. Rather, pursuant to the Company’s Corporate Governance Guidelines, a director is required to tender his or her resignation when, among other things, the director experiences a change in primary occupation, position or primary business affiliation. On February 22, 2026, based on the …

Shared financial results (Item 2.02)

New results: figures on this page will update when the full quarterly or annual report is filed.

In the company's wordsOn February 9, 2026, Cleveland-Cliffs Inc. issued a news release announcing the fourth-quarter and full-year financial results for the period ended December 31, 2025. A copy of the news release is attached as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Current Report on Form 8-K, including the exhibit attached hereto, is being furnished and shall not be deemed to be filed for the purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”), or incorporated by reference into any filing under the Securities Act of 1933 or the Exchange Act, unless such subsequent filing specifically references this Form 8-K.

Change in its leaders or board (Item 5.02)

New leaders or board members can bring a change in strategy.

In the company's wordsThe Board of Directors (the “Board”) of Cleveland-Cliffs Inc. (the “Company”) appointed Edilson Camara to the Board, effective November 12, 2025. The Board has determined that Mr. Camara has no material relationship with the Company (directly or as a partner, shareholder or officer of an organization that has a relationship with the Company) and is independent within the Company’s director independence standards, which are consistent with the New York Stock Exchange’s director independence standards as currently in effect. Mr. Camara has been appointed a member of the Compensation and Organization Committee. As a nonemployee director, Mr. Camara will receive compensation …

Announced another event (Item 8.01)

Another event the company chose to report publicly.

In the company's words(the “Company”) is filing herewith the following exhibits to its Registration Statement on Form S-3 (Registration No. 333-291146): 1.Underwriting Agreement, dated October 29, 2025, by and between the Company and UBS Securities LLC, as the sole underwriter; and 2.Opinion and Consent of Jones Day.

Shared financial results (Item 2.02)

New results: figures on this page will update when the full quarterly or annual report is filed.

In the company's wordsOn October 20, 2025, Cleveland-Cliffs Inc. issued a news release announcing the third-quarter financial results for the quarter ended September 30, 2025. A copy of the news release is attached as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Current Report on Form 8-K, including the exhibit attached hereto, is being furnished and shall not be deemed to be filed for the purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”), or incorporated by reference into any filing under the Securities Act of 1933 or the Exchange Act, unless such subsequent filing specifically references this Current Report on Form 8-K.

Signed a major agreement (Item 1.01)

A major new contract can change what the company sells, spends or owes.

In the company's wordsOn October 10, 2025, Cleveland-Cliffs Inc. (the “Company”) issued an additional $275,000,000 aggregate principal amount of 7.625% Senior Guaranteed Notes due 2034 (the “Additional Notes”) in a private transaction exempt from the registration requirements of the Securities Act of 1933 (the “Securities Act”). The Additional Notes have not been, and will not be, registered under the Securities Act and may not be offered or sold in the United States absent registration or an applicable exemption from the registration requirements of the Securities Act. The Additional Notes are an issuance of the Company’s existing 7.625% Senior Guaranteed Notes due 2034 and were issued …

Took on a major new debt or obligation (Item 2.03)

New borrowing adds to what the company owes and the interest it pays.

In the company's wordsThe terms of the Indenture and the Notes are summarized in Item 1.01 of this Current Report on Form 8-K and are incorporated into this Item 2.03 by reference. 3

Announced another event (Item 8.01)

Another event the company chose to report publicly.

In the company's wordsOn October 7, 2025, Cleveland-Cliffs Inc. (the “Company”) announced that it launched and priced a private offering of an additional $275 million aggregate principal amount of 7.625% Senior Guaranteed Notes due 2034 (the “Additional Notes”) in an offering exempt from the registration requirements of the Securities Act of 1933 (the “Securities Act”). The Additional Notes will be an issuance of the Company’s existing 7.625% Senior Guaranteed Notes due 2034 and will be issued as additional notes under the indenture dated as of September 8, 2025, pursuant to which the Company previously issued $850 million aggregate principal amount of 7.625% Senior Guaranteed Notes due 2034 …

Signed a major agreement (Item 1.01)

A major new contract can change what the company sells, spends or owes.

Took on a major new debt or obligation (Item 2.03)

New borrowing adds to what the company owes and the interest it pays.

Announced another event (Item 8.01)

Another event the company chose to report publicly.

Shared financial results (Item 2.02)

New results: figures on this page will update when the full quarterly or annual report is filed.

Shared shareholder vote results (Item 5.07)

How shareholders voted on board members and proposals.

Shared financial results (Item 2.02)

New results: figures on this page will update when the full quarterly or annual report is filed.

Shared financial results (Item 2.02)

New results: figures on this page will update when the full quarterly or annual report is filed.

Signed a major agreement (Item 1.01)

A major new contract can change what the company sells, spends or owes.

Took on a major new debt or obligation (Item 2.03)

New borrowing adds to what the company owes and the interest it pays.

Shared financial results (Item 2.02)

New results: figures on this page will update when the full quarterly or annual report is filed.

Announced another event (Item 8.01)

Another event the company chose to report publicly.

Shared documents (Item 9.01)

Attached documents only, such as a press release.

Change in its leaders or board (Item 5.02)

New leaders or board members can bring a change in strategy.