392 material Form 8-K filings that 341 companies we cover made with the SEC in July 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).
City Holding Company (CHCO) appointed retired Major General James A. Hoyer to its Board of Directors effective July 31, 2024, increasing the board from 13 to 14 directors. Hoyer also joined the board of its subsidiary, City National Bank of West Virginia, and will stand for election by shareholders at the April 2025 annual meeting.
Hoyer is named as a Class II director, with a term expiring at the 2028 annual meeting
Board size increases from 13 to 14 directors
Hoyer has not been appointed to any board committees as of the filing date
Compensation will follow the company's standard non-employee director arrangements disclosed in its 2024 proxy statement
Simpson Manufacturing Co. said its Chief Financial Officer and Treasurer, Brian Magstadt, will retire effective December 31, 2024. The company has started a search for a successor that includes both internal and external candidates, and the filing does not name a replacement or report any financial results.
Brian Magstadt notified the company on July 25, 2024, that he will retire effective December 31, 2024.
Magstadt joined Simpson in 2004 and has been CFO and Treasurer since 2012.
The company is searching for a new CFO, with both internal and external candidates under consideration.
CEO Mike Olosky said the search is already underway.
On July 29, 2024, Texas Capital Bancshares entered into an amended and restated employment agreement with CEO Robert C. Holmes and approved special retention restricted stock units for four named executive officers. The board said the changes reflect Holmes's leadership through the company's multi-year transformation, and the filing sets out larger severance and change-in-control terms that apply to him.
CEO agreement sets base salary at $1,100,000 with a target cash incentive of not less than 200% for the rest of 2024 and not less than 180% from 2025
Holmes receives a one-time RSU award with a grant date value of $4,045,489 (61,491 units), cliff vesting on the third anniversary of grant
Severance is two times base salary plus target bonus, rising to three times if termination occurs from 90 days before to two years after a change in control
Other named executives receiving RSUs: J. Matthew Scurlock $1,000,000, John W. Cummings $350,000, Anna M. Alvarado $375,000
Effective July 29, 2024, Gail Lehmann ceased to serve as Triumph Financial's Executive Vice President and Chief Regulatory and Governance Officer and no longer performs duties as an executive officer. She will remain with the company in a role focused on special projects and facilities management.
Gail Lehmann stopped serving as Chief Regulatory and Governance Officer effective July 29, 2024
She is no longer an executive officer under Rule 3b-7 of the Securities Exchange Act of 1934
Lehmann remains employed in a role focused on special projects and facilities management
The filing does not name a successor for the Chief Regulatory and Governance Officer position
ADMA Biologics promoted Brad Tade, its former vice president of financial operations, to chief financial officer and treasurer effective July 24, 2024. The company entered into an employment agreement with Mr. Tade, which sets a $435,000 base salary, a target bonus of 45% of salary, and equity grants of options and restricted stock units.
Brad Tade, age 51, joined ADMA in June 2023 as vice president, financial operations, and is now CFO and treasurer effective July 24, 2024
Base salary of $435,000 with a target annual cash bonus of 45% of base salary
Equity grant of an option to purchase 115,100 shares and 72,400 restricted stock units, vesting over four years
AptarGroup said CFO Robert Kuhn will retire as CFO on December 31, 2024, and as principal accounting officer on July 31, 2024. Vanessa Kanu, former CFO of TELUS International and Mitel Networks, will become EVP and CFO on January 1, 2025, and Daniel Ackerman, the company's corporate controller since 2015, will become Chief Accounting Officer on August 1, 2024.
Robert Kuhn, CFO since 2008, retires as CFO on December 31, 2024, and as principal accounting officer on July 31, 2024, and will serve as an advisor for one year at $10,000 per month.
Vanessa Kanu's employment agreement sets a $720,000 base salary, a $300,000 sign-on payment and a restricted stock unit grant with a $700,000 grant date fair value.
Kanu is expected to join as CFO designate, with a start date no later than November 1, 2024, subject to U.S. visa approval.
Daniel Ackerman becomes Chief Accounting Officer on August 1, 2024, with a restricted stock unit grant with a $750,000 grant date fair value.
Church & Dwight said its Executive Vice President, Chief Marketing Officer and President of Consumer Domestic, Barry A. Bruno, notified the company on July 22, 2024 that he will leave to pursue an external opportunity. He will remain in his role until early October, and the company expects to name a successor later this year.
Barry A. Bruno, EVP, Chief Marketing Officer and President – Consumer Domestic, is leaving the company
Notice given July 22, 2024; he will stay in his current role until early October
The company expects to name a successor later this year
AGNC Mortgage Management entered into an amended and restated employment agreement with Executive Chair Gary Kain, effective January 1, 2025, with a 12-month initial term that renews annually. The filing sets a 2025 target annual cash bonus of $1.8 million and an annual long-term incentive award of $2.1 million at target, and says base salary and severance terms are unchanged.
Agreement dated July 18, 2024; effective January 1, 2025, with an initial term ending December 31, 2025
Annual cash bonus target of $1,800,000 for 2025 and later years, payable from 0%-200% of target based on performance measures
Annual long-term incentive awards with a target grant value of $2,100,000; 67% performance-based over three years, 33% time-vesting over three years
Otis Worldwide's CFO Anurag Maheshwari is resigning effective August 23, 2024, to pursue external opportunities, and the company has appointed Cristina Méndez, currently Senior Vice President, Finance EMEA & Transformation, as Executive Vice President and CFO effective the same date. The filing says Maheshwari's departure was not the result of any dispute or disagreement, and it provides a transition period through late August; the change puts a new finance chief in charge ahead of the company's July 24 second quarter earnings release.
Anurag Maheshwari resigns as EVP and CFO effective August 23, 2024, to pursue external opportunities
Cristina Méndez, 44, appointed EVP and CFO effective August 23, 2024; she has worked at Otis since February 2022
Méndez's base salary rises to $770,000 with a 100% annual short-term incentive target
Supplemental 2024 long-term incentive award with an aggregate target value of $2,390,000
ACI Worldwide disclosed that Chief Product Officer Debbie Guerra resigned, effective August 12, 2024, after notifying the company on July 17, 2024. Scotty Perkins, head of Product Management Innovation and Modernization, will serve as interim Chief Product Officer while the company searches for a permanent replacement. The filing does not describe the reasons for the departure.
Debbie Guerra resigned as Chief Product Officer, effective August 12, 2024
Notice of resignation was given to the company on July 17, 2024
Scotty Perkins will serve as interim Chief Product Officer
The company is identifying a permanent replacement for Ms. Guerra
Chuck Royce, founder of Royce Investment Partners, will move to a Senior Advisor role on September 30, 2024, ending his day-to-day portfolio management duties. Francis Gannon will join the portfolio management team of Royce Small-Cap Trust (formerly Royce Value Trust) at the same time, per the July 15, 2024 press release attached to the filing.
Chuck Royce becomes Senior Advisor effective September 30, 2024
Francis Gannon joins the Royce Small-Cap Trust portfolio management team, alongside Lauren Romeo, Steven McBoyle, Andrew Palen and George Necakov
Royce Investment Partners reports adding 15 investment professionals over the last five years
Royce Investment Partners said Chuck Royce will move to a Senior Advisor role effective September 30, 2024, after completing his transition from day-to-day portfolio management. For Royce Micro-Cap Trust shareholders, Jim Stoeffel is set to become lead portfolio manager of the trust at that date, with Brendan Hartman remaining portfolio manager and Andrew Palen joining as assistant portfolio manager.
Chuck Royce becomes Senior Advisor effective September 30, 2024
Jim Stoeffel becomes lead portfolio manager of Royce Micro-Cap Trust effective after the close of business on September 30, 2024
Brendan Hartman remains portfolio manager; Andrew Palen joins as assistant portfolio manager
Royce said it has added 15 investment professionals over the last five years
Royce Global Trust disclosed in a July 15, 2024 press release that Chuck Royce, founder of Royce Investment Partners, will move to a Senior Advisor role effective September 30, 2024, ending his day-to-day portfolio management duties. Chuck Royce will transition off the portfolio management of Royce Global Trust, with Steven McBoyle named portfolio manager of the trust as part of the changes.
Chuck Royce becomes Senior Advisor effective September 30, 2024, after ending day-to-day portfolio management
Steven McBoyle will become portfolio manager of Royce Global Trust, effective after the close of business on September 30, 2024
Changes affect multiple funds, including Royce Small-Cap Fund and Royce Premier Fund, with transitions on July 31 and September 30, 2024
Royce says it added 15 investment professionals over the last five years
Graco said President of its Worldwide Industrial Division Christian E. Rothe announced on July 15, 2024, that he intends to resign from his employment and position, effective August 1, 2024. The filing does not state a successor or the reasons for the departure.
Christian E. Rothe announced his intention to resign on July 15, 2024.
His resignation as President, Worldwide Industrial Division takes effect August 1, 2024.
The filing does not name a successor or give a reason for the departure.
TrustCo Bank Corp NY appointed Robert M. Leonard as Chief Operating Officer of the company and its principal subsidiary, Trustco Bank, effective July 16, 2024. Leonard has been Executive Vice President of Corporate Services and Risk since 2013 and has held executive officer roles at the company since 2003. The filing states there have been no material changes to his compensation arrangements.
Robert M. Leonard, age 61, appointed Chief Operating Officer effective July 16, 2024
Previously Executive Vice President Corporate Services and Risk since 2013; joined the company in 1986
Filing reports no material changes to his compensation, which is described in the April 1, 2024 proxy statement
No related party transactions or family relationships requiring disclosure
Envista Holdings appointed Eric Hammes, formerly Vice President of Corporate Financial Planning & Analysis at Rockwell Automation, as Senior Vice President and Chief Financial Officer, effective August 8, 2024. He succeeds Stephen Keller, who has served as Interim Principal Financial Officer since September 2023 and will return to leading investor relations. The filing also announces two other leadership appointments, a change in top finance leadership that shareholders may track.
Eric Hammes becomes CFO effective August 8, 2024; he is 49 and previously held senior finance roles at 3M
Hammes' pay includes a $575,000 base salary, a 75% target incentive, and a one-time lump sum bonus of $1,020,000 subject to a 12-month clawback
Stephen Keller, Interim Principal Financial Officer since September 2023, will return to his previous role leading investor relations
Stefan Nilsson joins as President, Nobel Biocare, effective July 15, 2024; Veronica Acurio joins as President, Orthodontics, effective August 2, 2024
AMN Healthcare's board increased its size from eight to nine and elected James H. Hinton as a director, effective July 22, 2024. The board determined he is independent under NYSE rules, and he joins two board committees. The change is a board composition update and does not involve a change in the company's operations or results.
Board voted July 2, 2024 to expand from eight to nine members and elect James H. Hinton
Hinton's appointment is effective July 22, 2024, with a term expiring at the 2025 Annual Meeting of Shareholders
Hinton will receive restricted stock units with an aggregate grant date fair value of approximately $127,500
He will also receive a pro-rata cash retainer starting at $17,363.76, plus a $22,500 quarterly retainer from Q4 2024
Core & Main appointed Michael Huebert, formerly executive vice president of sales at Advanced Drainage Systems, as President effective July 5, 2024, with employment expected to start July 22, 2024. Jack Schaller stepped down from the president role leading waterworks and became executive vice president, while Brad Cowles expanded his role to lead waterworks. The filing describes these as succession-planning changes and does not report any financial results.
Michael Huebert appointed President effective July 5, 2024; he is expected to start July 22, 2024
Huebert's employment agreement sets a $450,000 annual salary and a bonus of up to 75% of salary if performance targets are met
Huebert's initial equity awards include options and RSUs with aggregate fair values of $506,250 and $168,750 (annual) plus $500,000 each in options and RSUs (additional awards)
Jack Schaller moves to executive vice president; Brad Cowles takes on the waterworks product line
Urban Edge Properties entered a new employment agreement with Chairman and CEO Jeffrey S. Olson dated June 28, 2024, replacing his prior agreement. The new term runs to September 1, 2027, with automatic one-year renewals unless either party gives at least 90 days' notice, and the company says his current target compensation is unchanged. For shareholders, the filing sets out the terms of severance and bonus arrangements if his employment ends.
Agreement dated June 28, 2024; initial term extends to September 1, 2027
Base salary of not less than $1,100,000 and target bonus of not less than 110% of base salary
Annual LTIP Unit grant beginning in 2025 with fair value of not less than $4,450,000
Severance equals two times base salary plus target bonus, or three times if a change in control termination applies
Cullen/Frost said CFO Jerry Salinas will retire effective December 31, 2024. Dan Geddes, currently San Antonio Region President, will become Group Executive Vice President and Chief Financial Officer on January 1, 2025, and Matt Henson will become Chief Accounting Officer on the same date. The changes affect the top finance roles, but the filing contains no financial results or guidance.
Jerry Salinas, who has worked at Frost since 1986, will retire effective December 31, 2024.
Dan Geddes, age 50, joined the company in 1997 and will become CFO effective January 1, 2025.
Matt Henson, age 53, joined in 2003 and will become Chief Accounting Officer effective January 1, 2025.
Clay Jones was named San Antonio region president, effective immediately.
Synchrony Financial said Chief Accounting Officer and Controller David P. Melito will retire effective July 2, 2024. The company appointed Amy Tiliakos, previously of American Express, as Senior Vice President, Chief Accounting Officer and Controller, effective August 1, 2024. Until then, CFO Brian J. Wenzel will serve as interim principal accounting officer through July 31, 2024, without additional compensation.
David P. Melito retires as Chief Accounting Officer and Controller effective July 2, 2024
Amy Tiliakos appointed June 28, 2024; starts August 1, 2024, joining from American Express Company
Brian J. Wenzel, EVP and CFO, serves as interim principal accounting officer through July 31, 2024
Tiliakos is a Certified Public Accountant and will receive a base salary, incentive pay and sign-on awards
On July 1, 2024, First Commonwealth Financial appointed Michael P. McCuen as Executive Vice President and Chief Lending Officer, a role that leads all commercial banking teams. McCuen had been a Corporate Banking Executive at First Commonwealth Bank since September 2023, and the filing sets out his employment terms and a restricted stock award. The filing does not describe any effect on the company's financial results.
Initial base salary of $439,875 under an employment agreement running until July 1, 2026
Award of 45,000 restricted shares, vesting in three installments of 15,000 shares on each of the first three anniversaries
Leads commercial and industrial lending, commercial real estate, treasury management and portfolio management, and oversees business development and equipment finance
Eastern Bankshares' board appointed four directors from Cambridge Bancorp, effective upon closing of their pending merger, which the press release says is expected on or about July 12, 2024. Denis Sheahan, Cambridge's chairman, president and CEO, will become Eastern's CEO at closing, while Bob Rivers will serve as Executive Chair, so the change sets the post-merger leadership and board.
Appointed directors: Leon A. Palandjian, Cathleen A. Schmidt, Denis K. Sheahan and Andargachew S. Zelleke, effective upon the merger closing
Merger expected to close on or about July 12, 2024; the merger agreement is dated September 19, 2023
Sheahan will become Eastern CEO at closing; Bob Rivers will serve as Executive Chair and Chair of the Eastern Boards
Terms: Zelleke until the 2025 annual meeting; Palandjian and Schmidt until 2026; Sheahan until 2027
Gartner amended the employment agreement of CEO and Chairman Eugene A. Hall, effective July 1, 2024, extending its term through December 31, 2031. The filing describes this as a term extension and does not disclose changes to pay or other terms in the summary text, which refers to the full amendment filed as Exhibit 10.1.
Amendment signed June 30, 2024, effective July 1, 2024, with CEO and Chairman Eugene A. Hall
Extends the term of Mr. Hall's employment agreement through December 31, 2031
Amends the agreement dated February 14, 2019, as amended April 29, 2021; full text filed as Exhibit 10.1
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.