73 material Form 8-K filings that 66 companies we cover made with the SEC in January 2024, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
MYR Group said Senior Vice President and Chief Operating Officer of the Transmission and Distribution segment Tod M. Cooper will retire effective March 1, 2024, as part of a planned succession. The Board appointed Brian K. Stern, currently Group Vice President of T&D, to succeed him in that role on the same date, with an expected base salary of $450,000 per year.
Tod M. Cooper retires as SVP and COO of T&D effective March 1, 2024, and will stay in a senior advisor role for up to 90 days.
Brian K. Stern, 53, has 19 years of service with the company and has been Group Vice President, T&D, since January 2017.
Stern's expected employment agreement sets a $450,000 base salary and severance of two times salary plus target bonus, or three times following a change of control.
Fortinet appointed John Whittle as its Chief Operating Officer on January 15, 2024, while he continues as Corporate Secretary. The filing states there is no change to his compensation from the appointment. The change matters to shareholders because it is a senior executive role change, and the filing describes no change to financial results or guidance.
John Whittle, 55, appointed Chief Operating Officer on January 15, 2024
He will also continue to serve as Corporate Secretary, a role held since January 2007
Prior roles: Executive Vice President of Corporate Development (January 2019 to January 2024) and Chief Legal Officer (April 2022 to January 2024)
No change to compensation from the appointment, per the filing
AMETEK's Executive Vice President and Chief Financial Officer, William J. Burke, will retire effective April 2, 2024, and remain as a senior advisor through April 2025. The board named Dalip M. Puri, currently Senior Vice President, Operational Finance, to succeed him in the CFO role on the same date, a planned leadership transition that does not change reported financial results.
William J. Burke retires as CFO effective April 2, 2024, after 36 years with the company
Dalip M. Puri, 51, to become Executive Vice President and CFO effective April 2, 2024
Burke will stay on as a strategic advisor through April 2025 to support the transition
Terreno Realty Corporation's Board of Directors named John T. Meyer, a 64-year-old executive who has been with the company since 2010, as Chief Operating Officer effective immediately, according to an 8-K filed January 12, 2024. Meyer previously served as Executive Vice President overseeing acquisitions and operations, so the promotion moves an internal leader into a senior role rather than bringing in an outside executive. The filing reports no financial results or guidance changes.
John T. Meyer appointed Chief Operating Officer by the Board on January 8, 2024, effective immediately
Meyer joined Terreno in 2010 and was Executive Vice President overseeing acquisitions and operations from August 2015 until the promotion
Filing states no arrangements with other persons for the appointment and no related party transactions under Item 404(a)
Williams-Sonoma announced that Marta Benson, Chief Executive Officer of Pottery Barn Brands, will retire effective April 26, 2024. Her responsibilities will move to the two existing Pottery Barn Presidents, Monica Bhargava and Jennifer Kellor. The filing does not report any financial results or changes to guidance.
Marta Benson, CEO of Pottery Barn Brands, is retiring effective April 26, 2024.
Monica Bhargava, President of Pottery Barn, and Jennifer Kellor, President of Pottery Barn Kids and Pottery Barn Teen, will take over her responsibilities.
The announcement was made in a press release issued January 12, 2024.
Unum Group said its Executive Vice President and Chief Operating Officer, Michael Q. Simonds, notified the company on January 1, 2024, that he will resign effective February 9, 2024, to pursue another professional opportunity. The filing says his duties will initially be assumed by other company officers, and he will provide transition support until he leaves.
Michael Q. Simonds, EVP and Chief Operating Officer, resigns effective February 9, 2024
Resignation notice given to the company on January 1, 2024; reason given is another professional opportunity
Duties to initially be assumed by other officers; Simonds to provide transition support until departure
California Water Service Group appointed James P. Lynch as Senior Vice President, Chief Financial Officer and Treasurer, effective January 3, 2024, succeeding interim CFO David B. Healey. Healey remains principal financial officer until the Company files its 2023 Form 10-K, and Lynch's annual salary is $470,000.
Lynch was appointed by the Board on January 3, 2024 and formally assumes principal financial officer duties after the 2023 Form 10-K is filed.
David B. Healey, interim Vice President, CFO and Treasurer, remains principal financial officer until that filing.
Lynch, age 64, was previously CFO and Treasurer of SJW Group from October 2010 to January 2022 and a KPMG audit partner before that.
Lynch's annual salary is $470,000, with eligibility for the Company's executive compensation programs.
Hancock Whitney disclosed that Senior Executive Vice President Joseph S. Exnicios, who also serves as president of Hancock Whitney Bank, announced his retirement on January 2, 2024, effective March 1, 2024. The filing does not name a successor or describe any financial impact.
Joseph S. Exnicios announced his retirement on January 2, 2024.
Retirement takes effect March 1, 2024.
Exnicios serves as Senior Executive Vice President of the company and President of Hancock Whitney Bank.
Visteon appointed Colleen E. Myers as Vice President and Chief Accounting Officer, effective January 12, 2024. She previously served as Assistant Controller and has been with the company since June 2015, which means the change is a routine internal promotion for the company's top accounting role.
Colleen E. Myers appointed Vice President and Chief Accounting Officer, effective January 12, 2024
Annual base salary of $250,000, with target bonus of 35% and long-term incentive target of 66% of base salary
Prior role: Assistant Controller since May 2021; joined Visteon in June 2015
KKR Income Opportunities Fund (NYSE: KIO) said Eric Mogelof resigned as Trustee, Chair and President, and its Board appointed Rudy Pimentel to all three roles. Mogelof remains Global Head of KKR's Global Client Solutions and a Partner of KKR. The change replaces the Fund's top board and executive roles, which shareholders may watch for any effect on how the Fund is governed and run.
Eric Mogelof resigned as Trustee, Chair and President of the Fund, effective January 1, 2023 per the filing
Rudy Pimentel, a KKR Managing Director in its Global Product Strategy Group since 2022, was appointed to replace him in all three roles
Mogelof remains Global Head of KKR's Global Client Solutions and a Partner of KKR
The filing is dated January 2, 2024, and lists the January 1, 2023 effective date for both changes
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.