278 material Form 8-K filings that 243 companies we cover made with the SEC in May 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).
LXP Industrial Trust said CFO and Treasurer Beth Boulerice will step down from those roles effective March 1, 2025, and remain an Executive Vice President advising the CEO. Nathan Brunner, a former J.P. Morgan real estate investment banker, was named Executive Vice President of Capital Markets and will succeed her as CFO and Treasurer on March 1, 2025, giving shareholders a planned leadership transition with a stated timeline.
Beth Boulerice steps down as CFO and Treasurer effective March 1, 2025, and continues as an Executive Vice President.
Nathan Brunner, age 41, starts as Executive Vice President of Capital Markets on September 1, 2024, and becomes CFO and Treasurer on March 1, 2025.
Boulerice's amended and restated severance agreement expires March 1, 2027, and adjusts the severance calculation for terminations after June 30, 2025.
UiPath said CEO Robert Enslin resigned from the board and as CEO, effective June 1, 2024, and that the company's founder, Daniel Dines, was appointed CEO as of the same date. The filing states Enslin's resignation is not the result of any disagreement with the company, and he will provide transition support through September 27, 2024. For shareholders, this is a change in top executive leadership, with Dines, who previously served as co-CEO and was the company's original CEO, returning to the role.
Robert Enslin resigned as director and CEO effective June 1, 2024; he will not stand for re-election at the June 20, 2024 annual meeting
Daniel Dines, 52, founder and Chairman, appointed CEO effective June 1, 2024 and will continue to lead product and engineering teams
Enslin's advisor agreement runs through September 27, 2024 at $7,500 per week
Payoneer announced that Chief Operating Officer Arnon Kraft is expected to leave the role on June 30, 2024, with his employment continuing in a non-executive capacity through March 31, 2025. The separation agreement sets out salary continuation, a bonus eligibility of seventy-five percent of his 2024 target, and restrictive covenants, which matters to shareholders as a change in the company's senior operations leadership.
Arnon Kraft expected to cease serving as Chief Operating Officer on June 30, 2024
Kraft remains employed as a non-executive employee through March 31, 2025, including supporting transition activities
Separation terms include eligibility for 75% of his 2024 target annual bonus and continued equity vesting through the departure date
Payments are conditioned on a release of claims and restrictive covenants, including 6-month non-compete and 12-month non-solicitation
On May 22, 2024, Hasbro entered an amended and restated employment agreement with CEO Christian P. Cocks that extends his employment term to December 31, 2027 and raises his target annual bonus from 150% to 175% of base salary. The filing also expands his severance terms if he is terminated without Cause or resigns for Good Reason within 24 months after a change in control.
Term extended to December 31, 2027, with automatic one-year renewals unless notice of non-renewal is given
Target annual management incentive bonus increased from 150% to 175% of base salary
After a change in control, a termination without Cause or resignation for Good Reason within 24 months triggers a lump sum of three times base salary plus target bonus
Allient Inc. announced that James A. Michaud will become its Senior Vice President and Chief Financial Officer effective June 3, 2024. He enters an employment agreement with a $375,000 base salary, with severance and change-in-control terms that apply if he is terminated.
Appointment effective June 3, 2024; announced May 22, 2024
Base salary of $375,000 per year under the employment agreement, subject to annual merit review
Involuntary termination without cause or for good reason pays 100% of base salary; a change in control adds 100% of base salary plus target bonus, an extra target bonus amount, and monthly salary payments for 24 months
Michaud previously was CFO of Elior North America and a senior finance executive at Delaware North and other companies
NBT Bancorp completed its leadership transition on May 21, 2024, with Scott A. Kingsley succeeding John H. Watt, Jr. as President and Chief Executive Officer. The company also signed new employment agreements with Kingsley, Annette L. Burns (Chief Financial Officer) and Joseph R. Stagliano, and said Watt will retire on January 31, 2025. The filing also reports shareholder approval of directors, pay and a 2024 incentive plan, and a second-quarter dividend of $0.32 per share.
Kingsley became President and CEO on May 21, 2024; he was also elected to the Board, and Watt moves to an advisory role until he retires on January 31, 2025
Kingsley's annual base salary is $800,000; Burns's is $400,000; Stagliano's is $530,000
Shareholders approved the 2024 Omnibus Incentive Plan and the advisory vote on executive pay at the May 21, 2024 Annual Meeting
Board approved a second-quarter cash dividend of $0.32 per share, payable June 17, 2024 to holders of record on June 3, 2024
WSFS Financial Corporation announced that David Burg, formerly Head of Strategy and Execution for Legacy Franchises at Citigroup, will join as Executive Vice President and Chief Financial Officer effective August 15, 2024. Arthur J. Bacci, currently Chief Wealth Officer and Interim CFO, will become Chief Operating Officer on the same date, and Jamie P. Hopkins will be elevated to Chief Wealth Officer. The filing describes these changes as part of succession planning, and the filing does not report financial results.
David Burg's annual base salary is $575,000, with a sign-on cash bonus of $575,000 and time-based RSUs valued at $600,000 and $800,000.
Arthur J. Bacci's base salary will increase to $597,000 in his new Chief Operating Officer role.
Burg's appointment is expected to take effect August 15, 2024.
Jamie P. Hopkins, who joined WSFS in October 2023, will become Executive Vice President, Chief Wealth Officer.
Stride said director Craig Barrett will not stand for re-election and will retire from the board and as Chair at the 2024 annual meeting, with his decision not related to any disagreement with the company. CEO James Rhyu will succeed him as Chair and Steven Fink will become lead independent director, both effective at the conclusion of that meeting; the board will also shrink to eight directors.
Dr. Craig R. Barrett notified the company on May 15, 2024 that he will retire from the board and as Chair at the 2024 annual meeting
James J. Rhyu, the current CEO, will become Chair of the Board; Steven B. Fink will become lead independent director
Board size will decrease to eight directors effective at the conclusion of the 2024 annual meeting
Cirrus Logic said Chief Financial Officer Venk Nathamuni will resign effective May 24, 2024, to pursue other professional opportunities outside the semiconductor industry. The Board appointed Ulf Habermann, the company's Principal Accounting Officer, as interim CFO while the company searches for a permanent successor, which matters to shareholders because it changes the company's finance leadership during the search.
Nathamuni gave notice on May 11, 2024; his resignation takes effect May 24, 2024.
The company states the departure is not the result of any disagreement with the company or its Board on operations, financial reporting, policies, or practices.
On May 14, 2024, the Board appointed Habermann as interim CFO, and he will also continue as Principal Accounting Officer.
Habermann has been with the company since February 2002; no new compensatory arrangements were entered into for his interim role.
Berkshire Hills Bancorp said CFO R. David Rosato will step down to pursue other interests, remaining with the company through June 14, 2024. Brett Brbovic, currently Chief Accounting Officer, will become Executive Vice President and Chief Financial Officer on June 14, 2024, and will also keep the Chief Accounting Officer role. The filing does not report any financial results or guidance tied to the change.
Rosato remains with the company through June 14, 2024 while his responsibilities transition to Brbovic.
Brbovic, 43, becomes EVP and CFO effective June 14, 2024, and continues as Chief Accounting Officer.
Brbovic's annual base salary as CFO will be $325,000, with severance rights under the Berkshire Bank Enhanced Change in Control Severance Plan.
Brbovic joined from KPMG LLP in 2012, has been Chief Accounting Officer since 2015, and served as interim CFO from October 7, 2022, to February 6, 2023.
Home BancShares announced management changes effective May 13, 2024: J. Stephen Tipton becomes CEO of Centennial Bank and Kevin D. Hester becomes President of the Company and Centennial Bank. John W. Allison remains Executive Chairman and CEO of the Company, and Tracy M. French remains Chairman of Centennial Bank. The filing gives no financial results, so the change is an organizational one; it sets out pay for the new roles.
Tipton named CEO of Centennial Bank; annual salary $560,240 and a 100,000-share restricted stock award vesting over four years
Hester named President of the Company and Centennial Bank, keeping his Chief Lending Officer role; annual salary $539,371 and a 100,000-share restricted stock award vesting over four years
Allison stays as Executive Chairman and CEO of the Company; French stays as Chairman of Centennial Bank, with a focus on special projects
Changes were approved May 13, 2024 and announced in a press release dated May 14, 2024
Saia appointed Matthew Batteh as Executive Vice President, Chief Financial Officer and Secretary, effective May 13, 2024, succeeding Douglas Col, who previously announced his retirement. Batteh has been with Saia since 2015 and most recently served as Vice President of Finance, so the change is an internal promotion. The filing describes his base salary, incentive targets and equity grant, along with severance and change-of-control terms.
Matthew Batteh, age 35, promoted to CFO effective May 13, 2024, per the 8-K; Douglas Col is retiring after having been CFO since January 2020
Base salary of $435,000; target bonus 75 percent of salary, maximum 150 percent
Restricted stock grant of 1,364 shares, vesting 25 percent in 2027, 25 percent in 2028 and 50 percent in 2029, with immediate vesting on a change of control
Executive Severance Agreement pays two times highest 12-month compensation if terminated within two years after a change of control
BancFirst appointed Hannah Andrus as Executive Vice President, Chief Financial Officer and Treasurer, effective May 8, 2024, replacing Kevin Lawrence, who resigned effective May 7, 2024, to pursue other career interests. The filing sets her base salary at $275,000 and a target annual incentive of 25%, and she was granted 4,000 restricted stock units.
Hannah Andrus, 38, becomes CFO and Treasurer effective May 8, 2024; the board made the appointment on March 28, 2024.
Kevin Lawrence, CFO since April 1, 2015, resigned effective May 7, 2024, to pursue other career interests.
Andrus's compensation: $275,000 annual base salary and a target annual incentive award of 25%.
Andrus was granted 4,000 restricted stock units on March 29, 2024, under the 2023 Restricted Stock Unit Plan.
Crocs, Inc. appointed Susan Healy as Executive Vice President and Chief Financial Officer, effective June 3, 2024, reporting to CEO Andrew Rees. Anne Mehlman, the current CFO, moved to Executive Vice President and Crocs Brand President on May 3, 2024, and will remain CFO until Healy starts. The filing does not report any financial results, guidance, or changes to the company's outlook.
Susan Healy, 58, previously served as CFO of IAA, Inc. from September 2021 until March 2023.
Healy's offer letter sets an annual base salary of $750,000, a 100% target annual bonus, and a $2,000,000 equity grant.
Healy's Change in Control Plan severance payment percentage is 200%; relocation benefits are up to $200,000 (gross).
The company reports fiscal first quarter results the same day, Tuesday, May 7, 2024, before the market opens.
Trupanion reported first quarter 2024 total revenue of $306.1 million, up 19% from a year earlier, and a net loss of $6.9 million, narrowed from $24.8 million. The board also appointed President Margi Tooth as chief executive effective August 1, 2024, succeeding founder Darryl Rawlings, who will remain Chair of the Board.
Q1 2024 total revenue was $306.1 million, up 19% from $256.3 million in Q1 2023.
Net loss was $6.9 million, or $(0.16) per share, versus a net loss of $24.8 million, or $(0.60) per share, a year earlier.
Adjusted EBITDA was $4.8 million, compared with $(4.9) million in Q1 2023.
Darryl Rawlings resigned as CEO effective August 1, 2024 and will receive a $200,000 annual consulting fee for pet food program work.
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.