172 material Form 8-K filings that 152 companies we cover made with the SEC in September 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).
Gaming and Leisure Properties named Chief Operating Officer Brandon Moore to the additional role of President effective immediately, with his base salary raised to $650,000. Moore will continue to report to Chairman and CEO Peter Carlino, so the change adds a title rather than a new reporting line.
Board promoted Brandon Moore, COO, Chief Legal Counsel and Secretary, to also serve as President on September 27, 2024
Annual base salary increased to $650,000; target and maximum annual cash bonus opportunities set at 100% and 200% of base salary
Moore joined the company in January 2014 as Senior Vice President and General Counsel and became COO in October 2022
Press release dated September 30, 2024 announced the appointment (Exhibit 99.1)
Central Garden & Pet said Nicholas Lahanas, its chief financial officer since May 2017, will become chief executive and a board member effective September 29, 2024, replacing interim CEO Mary Beth Springer, who resigned effective September 28 and remains on the board. Bradley G. Smith, previously chief financial officer of the Pet Segment, will become chief financial officer on the same date. The filing discloses pay terms for both executives but no financial results.
Nicholas Lahanas becomes CEO effective September 29, 2024, with an annual base salary of $900,000, a 100% target bonus from fiscal 2025, and a target annual equity grant of $1,000,000.
Lahanas resigns as CFO effective September 28, 2024; Bradley G. Smith, age 58, becomes CFO effective September 29, 2024, with a $450,000 base salary, a 50% target bonus and a $250,000 target equity grant.
Interim CEO Mary Beth Springer resigned effective September 28, 2024, and will remain on the Board of Directors.
Both executives have at-will employment and 24-month post-employment consulting agreements, with Lahanas paid $3,432 monthly and Smith $2,500 monthly.
Amentum Holdings named Stephen A. Arnette as Chief Operating Officer, effective September 27, 2024. The company also amended its certificate of incorporation ahead of the planned spin-off from Jacobs Solutions, raising authorized shares of its common stock to 1,000,000,000 and effecting a stock split that leaves 153,280,369 shares outstanding.
Stephen A. Arnette appointed Chief Operating Officer by the Board on September 26, 2024, effective September 27, 2024
Certificate of amendment filed in Delaware on September 26, 2024 increased authorized SpinCo common stock to 1,000,000,000 shares
Stock split resulted in 153,280,369 issued and outstanding shares of SpinCo common stock
Shares are to be distributed pro rata by Jacobs Solutions Inc. to its stockholders
Bath & Body Works said Julie Rosen stepped down as President, Retail, effective immediately on September 25, 2024, and that the role has been eliminated, with her functions reporting to CEO Gina Boswell. The company also reaffirmed its third quarter and full year fiscal 2024 guidance, first given on August 28, 2024. Ms. Rosen's employment is expected to end on or about October 22, 2024, with severance payable under her existing agreement if she remains in good standing and signs a release.
Julie Rosen ceased to serve as President, Retail on September 25, 2024; she will act in an advisory or transition role until her expected separation date of about October 22, 2024
The President, Retail role has been eliminated, and its functions now report to CEO Gina Boswell
Third quarter and full year fiscal 2024 guidance reaffirmed, as previously provided on August 28, 2024
Primerica said Executive Vice President and Chief Operating Officer Gregory C. Pitts plans to retire on or about April 1, 2025, and will stop serving as principal operating officer effective October 1, 2024. The Board appointed Robert H. Peterman Jr., currently Executive Vice President and Chief Distribution Officer, to succeed him as COO effective October 1, 2024, a planned succession that keeps a long-tenured internal leader in the operating role.
Gregory C. Pitts, with the company since 1985, plans to retire on or about April 1, 2025 and remains an executive officer until December 31, 2024.
Robert H. Peterman Jr., age 59, becomes Executive Vice President and Chief Operating Officer effective October 1, 2024, reporting to CEO Glenn Williams.
Peterman joined Primerica in October 1984 and has been Executive Vice President and Chief Distribution Officer since March 2023.
As of January 1, 2025, executive officers will be the Chief Executive Officer, President and Chief Financial Officer.
Reynolds Consumer Products elected Rolf Stangl to its board of directors and named him non-executive Chairman effective September 23, 2024, filling the seat left by Richard Noll, who resigned on September 18, 2024. Stangl is a former CEO of SIG Group AG and currently sits on the board of Pactiv Evergreen Inc., and he was designated by the controlling stockholder, Packaging Finance Limited.
Rolf Stangl elected to the board effective September 23, 2024, as a Class III director with a term expiring at the 2026 annual meeting
Stangl appointed non-executive Chairman and a member of the CNG Committee, replacing Richard Noll, who resigned effective immediately on September 18, 2024
Stangl received restricted stock units with a grant date fair value of $122,547, vesting in full on September 23, 2025
Stangl was designated by Packaging Finance Limited, the controlling stockholder, under the Stockholders Agreement dated February 4, 2020
Horace Mann Educators named Ryan Greenier, currently Deputy CFO, as Executive Vice President and Chief Financial Officer, effective October 1, 2024, succeeding Bret Conklin, who plans to retire after remaining with the company through 2025. The filing also discloses a letter agreement under which CEO Marita Zuraitis's equity awards will fully vest upon separation or retirement if she stays through December 31, 2027, and bylaw amendments that add a stockholder advance notice requirement first applicable to the 2025 annual meeting.
Ryan Greenier, 42, becomes CFO effective October 1, 2024; his annual salary is $350,000 with an AIP target of 50% of eligible earnings and an LTIP target of $275,000.
Bret Conklin will remain through 2025 and serve as Executive Vice President, Finance Transformation.
CEO Marita Zuraitis's agreement, dated September 17, 2024, provides full vesting of equity awards at separation or retirement; it adds no incremental awards.
Advance notice window for 2025 annual meeting nominations: January 22, 2025 to February 21, 2025.
Q2 Holdings said its board appointed Jonathan A. Price, currently executive vice president of strategy and emerging businesses, as chief financial officer effective on or about November 6, 2024. He succeeds David J. Mehok, who is departing the company but will remain CFO through that date to assist with an orderly transition. The filing says Mehok's departure is not due to any dispute with Q2 over its operations, policies, practices or financial performance.
Price, 41, will become CFO and principal financial and accounting officer after Q2 files its Form 10-Q for the period ended September 30, 2024
Mehok will receive an incremental transition bonus of $90,000, payable over the 18 months after his departure, subject to his service through the transition date
No changes were made to Price's compensation or his employment agreement dated February 17, 2024
Responsibility for emerging businesses operations will transfer to Kirk Coleman, Q2's President
Otis Worldwide has entered into an amended and restated employment agreement with Cristina Méndez, who was appointed Executive Vice President and Chief Financial Officer effective August 23, 2024. The filing sets out her base salary, incentive targets, a supplemental equity award and an international relocation to the company's Connecticut headquarters.
Annual base salary of $770,000 with a short-term incentive target equal to 100% of salary
Supplemental 2024 long-term incentive award with an aggregate target value of $2,390,000, granted August 23, 2024
Relocation from Switzerland to Farmington, Connecticut, with a $5,000 monthly housing allowance and a one-time relocation allowance of 12,792 CHF
Covered by the ELG Severance Plan and Change in Control Severance Plan, with a 2-year post-employment noncompetition covenant
Citizens Financial Group named Claude E. Wade, an AIG executive vice president and Chief Digital Officer, as a director effective March 1, 2025, temporarily expanding the board to 14 members. Director Wendy Watson, who has served since 2010 and chairs the Audit Committee, will retire after her term expires at the April 2025 annual shareholder meeting because she reached the mandatory retirement age.
Claude E. Wade joins the board effective March 1, 2025 and will serve on the Risk Committee
Wade is executive vice president, Chief Digital Officer and Global Head of Business Operations and Global Head of Claims at AIG; he joined AIG in 2021 after BlackRock
Wendy Watson, a director since 2010 and Audit Committee chair, will retire after her term expires at the April 2025 annual meeting
eBay's board increased its size from 10 to 11 members and appointed William D. Nash, president and CEO of CarMax, as a director effective September 18, 2024. The board also adopted amendments to the company's bylaws on September 19, 2024, tightening stockholder nomination procedures and clarifying quorum and director resignation rules.
William D. Nash appointed to board effective September 18, 2024; term runs to the 2025 annual meeting
Nash is president and CEO of CarMax and receives standard non-employee director compensation
Bylaws amended effective September 19, 2024, including limits on the number of nominees a stockholder may put forward
Board will have 11 directors, ten of whom are independent, according to the press release
UniFirst appointed Kelly Rooney, formerly Senior Vice President and Chief Human Resources Officer at Waste Management, as Chief Operating Officer effective September 30, 2024. Executive Vice President of Operations Michael Croatti agreed to step down as an Executive Officer effective November 30, 2024, and will remain employed through December 31, 2024, under a transition agreement with severance and bonus payments.
Kelly Rooney, age 50, becomes Chief Operating Officer effective September 30, 2024, with an initial annual base salary of $625,000 and an initial bonus target of 80% of eligible earned wages.
Rooney was Senior Vice President and Chief Human Resources Officer at Waste Management from August 2022 to September 2024.
Michael Croatti transitions from his Executive Officer role effective November 30, 2024, and stays employed on an at-will basis through December 31, 2024.
Subject to conditions and a release of claims, Croatti is entitled to a $617,175 lump sum severance payment and a $246,870 lump sum bonus payment, plus healthcare continuation for up to 18 months.
Five Below agreed that Chief Merchandising Officer Michael F. Romanko will retire and leave employment effective November 17, 2024, and will remain available to assist with the transition through May 17, 2025. After his exit, the merchandising organization will report to interim CEO Kenneth R. Bull, which shows the company is reassigning oversight of a senior role during its current interim leadership period.
Michael F. Romanko's employment ends effective November 17, 2024; he stays available through May 17, 2025 for transition help
Lump sum payment of $821,445.53 is tied to a general release of claims and equals 12 months of base salary plus 12 months of COBRA coverage
Andy Kunselman, SVP and General Merchandising Manager, will report directly to Kenneth R. Bull, interim President and CEO and COO
LegalZoom.com disclosed that Chief Technology Officer and Chief Product Officer Shrisha Radhakrishna resigned on September 13, 2024, to pursue other opportunities, effective November 15, 2024. The company said the resignation was not due to any disagreement on operations, policies or practices. Chief Revenue Officer Aaron Stibel will take over the product organization, and a search for a new CTO has begun.
Resignation dated September 13, 2024; effective November 15, 2024
Shrisha Radhakrishna held the CTO and Chief Product Officer roles
Aaron Stibel, Chief Revenue Officer, assumes responsibility for the product organization
Company is searching for a new CTO, who will report to the CEO
United Airlines Holdings disclosed that Executive Vice President and Chief Customer Officer Linda Jojo informed the company on September 16, 2024, of her plan to retire effective January 2, 2025. The filing says she will receive retirement benefits under applicable agreements and company plans, and it gives no successor details.
Linda Jojo, EVP and Chief Customer Officer, to retire effective January 2, 2025
Notice of intent given to the company on September 16, 2024
Retirement benefits to follow applicable agreements and company plans, subject to their terms
Filing reports over a decade of service with the company; no successor named
Public Service Enterprise Group (PSEG) appointed Grace Park as Executive Vice President and General Counsel effective September 16, 2024, as part of a planned succession process. General Counsel Tamara Linde, who notified the company on September 11, 2024, will retire effective March 14, 2025, and until then will serve as Executive Vice President and Chief Legal Officer with the same compensation and benefits.
Grace Park appointed Executive Vice President and General Counsel effective September 16, 2024
Tamara Linde moves to Executive Vice President and Chief Legal Officer from September 16, 2024 to March 14, 2025, then retires
Linde keeps the same compensation and benefits she received as General Counsel under the new agreement
Park joined PSEG in 2017 and was promoted to Vice President, Deputy General Counsel and Chief Litigation Counsel in 2020
Easterly Government Properties said its Chief Executive Officer, Darrell W. Crate, was also appointed President effective September 13, 2024, replacing Meghan G. Baivier, who had departed the company. The filing gives no financial figures, and the change was previously disclosed in an August 21, 2024 Form 8-K.
Darrell W. Crate, CEO, appointed to also serve as President effective September 13, 2024
Replaces Meghan G. Baivier, who departed the company
Departure was previously announced in an 8-K filed August 21, 2024
No arrangements or family relationships disclosed in connection with the appointment
Church & Dwight said CEO Matthew Farrell will retire as President and Chief Executive Officer effective March 31, 2025, and will remain Chairman for a transition period. Richard Dierker, the company's Executive Vice President, Chief Financial Officer and Head of Business Operations, will succeed him as President and CEO and join the Board on that date, a change in top leadership that shareholders will watch closely.
Matthew Farrell will retire as President and CEO effective March 31, 2025, and continue as Chairman for a transition period.
Richard Dierker, 44, will become President and CEO and join the Board as a director effective March 31, 2025.
Dierker has been CFO since January 2016 and has been Executive Vice President, CFO and Head of Business Operations since April 2022.
Dierker's compensation changes for the CEO role have not been disclosed and will be disclosed once approved by the Board.
Haemonetics disclosed that Anila Lingamneni, Executive Vice President and Chief Technology Officer, will leave the company on November 1, 2024. The filing describes her as a named executive officer and gives no successor or reason for the departure.
Anila Lingamneni, Executive Vice President and Chief Technology Officer, will leave on November 1, 2024
The departure is listed under Item 5.02 for a named executive officer
The filing does not name a successor or give a reason for the departure
The 8-K was signed by CEO Christopher A. Simon on September 16, 2024
Paylocity said its Chief Technology Officer, Rachit Lohani, notified the company on September 11, 2024, that he will leave. He will remain as a Senior Vice President until December 2, 2024, and the company has started searching for a successor, so shareholders will see a technology leadership change in the coming months.
Rachit Lohani, Senior Vice President and Chief Technology Officer, notified Paylocity of his decision to depart on September 11, 2024.
Lohani will remain with the company as a Senior Vice President until December 2, 2024.
Paylocity said it will immediately begin a search for a successor; no successor is named in the filing.
Lattice Semiconductor appointed Ford Tamer as President and Chief Executive Officer effective September 16, 2024, and added him to its Board of Directors. He replaces Esam Elashmawi, who had served as Interim CEO since June 2024 and will remain Chief Strategy and Marketing Officer. The company also reaffirmed the guidance it gave on July 29, 2024, and the filing details a compensation package with a $800,000 base salary and substantial equity awards.
Ford Tamer became CEO and a Board member effective September 16, 2024; he replaces Interim CEO Esam Elashmawi
Base salary of $800,000, with an annual target bonus of 125% of base salary
Equity awards include $30,000,000 in sign-on awards and $5,000,000 plus $1,700,000 in fiscal 2024 long-term incentives, with $5,000,000 in fiscal 2025 awards
Company reaffirmed the guidance it provided on July 29, 2024
Veeva appointed Brian Van Wagener as Chief Financial Officer, effective September 16, 2024, replacing Tim Cabral, who resigned as Interim CFO and remains on the board. A CFO change is a significant leadership event, and the filing details his $450,000 base salary and equity grants.
Brian Van Wagener, age 42, was previously Executive Vice President, Finance at Veeva and will serve as principal financial officer.
Annual base salary is $450,000, plus standard company-sponsored benefits.
Equity grants include 2,193 and 5,848 RSUs, and stock options over 6,579 and 17,544 shares at a $185.74 strike price.
Tim Cabral resigned as Interim Chief Financial Officer effective September 16, 2024, and will remain on the Board of Directors.
Sempra said Executive Vice President and Group President Trevor I. Mihalik gave notice on September 10, 2024 that he will retire from that role effective January 1, 2025. He also steps down as non-executive Chairman and director of Southern California Gas Company, a Sempra subsidiary, on the same date. The filing does not name a successor or describe the reasons for the departure.
Trevor I. Mihalik gave notice of retirement on September 10, 2024.
Retirement is effective January 1, 2025, for his roles at Sempra.
He also leaves the non-executive Chairman and director posts at Southern California Gas Company on January 1, 2025.
DaVita appointed Senior Vice President David P. Maughan as Chief Operating Officer, DaVita Kidney Care, effective September 15, 2024, replacing Michael D. Staffieri, who moves to Chief Operating Officer Emeritus. The company also entered an employment agreement with Maughan with a $725,000 base salary and a 2024 target bonus of 100% of base salary.
David P. Maughan, 47, succeeds Michael D. Staffieri as COO, DaVita Kidney Care, effective September 15, 2024
Maughan joined DaVita in 2006 and most recently served as Senior Vice President, Kidney Care, from November 2019 to September 2024
Employment agreement sets annual base salary of $725,000 and a 2024 target incentive bonus equal to 100% of base salary
Severance includes at least one year of base salary continuation on resignation for good cause, or two years within 60 days after a good-cause event following a change in control
RadNet appointed Cornelis "Kees" Wesdorp, former Hellman & Friedman managing director and ex-Philips executive, as President and Chief Executive Officer of its Digital Health segment, effective October 1, 2024. The filing sets his pay package, including a signing bonus of $750,000 in stock and restricted stock units for 50,000 shares, which signals the company's investment in its eRad and artificial intelligence businesses.
Wesdorp's annual base salary is €636,000, with bonuses equal to his annual compensation in 2026 and 2027.
Signing bonus of $750,000, payable in RadNet common stock valued at the start of employment.
Restricted stock units for 50,000 shares vest in 10,000-share increments over five anniversaries of his start date.
PTC's board appointed Chief Executive Officer Neil Barua to also serve as President, effective October 1, 2024. The change follows the end of Michael DiTullio's tenure as President and Chief Operating Officer on September 30, 2024. Barua's compensation arrangements remain unchanged, according to the filing.
Neil Barua, existing CEO, appointed President and CEO effective October 1, 2024
Michael DiTullio's tenure as President and Chief Operating Officer ends September 30, 2024
Barua's compensatory arrangements remain unchanged from those described in the July 26, 2023 8-K
First Advantage Corporation promoted Joelle Smith, its President, Data, Technology, and Experience, to President of the company effective September 16, 2024. She will also take on responsibility for the go-to-market teams, including sales, customer success, and marketing, alongside the product, data, and technology organizations.
Joelle Smith, 48, promoted to President effective September 16, 2024
Base salary raised to $600,000.00, with discretionary annual cash bonus of up to $450,000.00
Equity grant with fair value of $2,500,000, split 50% stock options and 50% restricted stock units, vesting annually over four installments
Filing and press release dated September 11, 2024; CEO Scott Staples cited AI and digital products as priorities
Merchants Bancorp appointed Sean Sievers as Chief Financial Officer effective September 9, 2024, and he will also serve as principal accounting officer. He succeeds John F. Macke, who is retiring on September 27, 2024, and the two will share duties until then.
Sean Sievers was appointed CFO effective September 9, 2024; he previously was CFO at Rate (formerly Guaranteed Rate) since 2022
Sievers' compensation includes an annual base salary of $600,000, a target cash incentive of 50% of base salary, and a target equity incentive of 50% of base salary
He receives a one-time cash award of $250,000 and a one-time equity award of common stock equal to $250,000
Expedia Group said its Board and Vice Chairman Peter Kern agreed that his service as Vice Chairman ended effective September 10, 2024, and he resigned from the Board that day. The Board eliminated his seat, reducing its size from thirteen directors to twelve. The filing cites the speed and success of the company's recent management transition as the reason.
Peter Kern's service as Vice Chairman ended effective September 10, 2024
Kern resigned as a Board member effective September 10, 2024
Board size reduced from thirteen directors to twelve
Chief Financial Officer Troy Anderson resigned effective October 11, 2024, to take a position outside the company. Chief Accounting Officer Christine Kline will become interim CFO on that date while the company conducts a national search for a permanent replacement. The company said the departure does not stem from any disagreement over accounting, financial policies, or financial statements.
Troy Anderson notified the company on September 5, 2024, and his resignation takes effect October 11, 2024.
Christine Kline, 46, Vice President and Chief Accounting Officer since December 2023, will serve as interim CFO and report to CEO Jerome Grant.
The company is conducting a national search for a permanent CFO.
The company stated the resignation is not the result of any dispute over accounting or financial matters.
Northern Trust announced a set of senior leadership changes, all effective October 1, 2024, including a newly created Chief Operating Officer role and a new Chief Financial Officer. The changes are framed by the company as part of its One Northern Trust strategy, and the filing discloses no financial results or guidance.
Peter B. Cherecwich moves from President of Asset Servicing to the newly created Chief Operating Officer role.
David W. Fox, Jr., currently President of Global Family & Private Investment Offices, becomes Chief Financial Officer; Jason J. Tyler moves from CFO to President of Wealth Management.
Teresa Parker, who had planned to retire, will defer retirement and serve as President of Asset Servicing; Steven L. Fradkin becomes Vice Chairman.
A successor to Fox as President of Global Family & Private Investment Offices will be named soon.
Ross Stores announced that Karen Fleming will become President and Chief Merchandising Officer of Ross Dress for Less, and Karen Sykes will become President and Chief Merchandising Officer of dd's DISCOUNTS, both effective December 1, 2024. Both will continue to report to CEO Barbara Rentler, and the company says the changes should support its off-price strategy, though the filing discloses no financial results.
Karen Fleming moves from dd's DISCOUNTS to lead merchandising at Ross Dress for Less; her agreement sets salary of not less than $1,140,000 and a restricted stock award with a face value of $3,500,000.
Karen Sykes will replace Fleming at dd's DISCOUNTS; her agreement sets salary of not less than $960,000 and a restricted stock award with a face value of $3,000,000.
Both promotions take effect December 1, 2024, and both executives will report directly to CEO Barbara Rentler.
National Bank Holdings Corporation announced leadership changes effective September 10, 2024: CFO Aldis Birkans was promoted to President, and Chief Accounting Officer Nicole Van Denabeele was appointed CFO, with Emily Gooden named Chief Accounting Officer. Tim Laney remains Chairman and CEO and principal executive officer, so the changes add a president and reshuffle the finance leadership without altering the top role.
Aldis Birkans, EVP and CFO since August 2018, promoted to President; will oversee the company's lines of business functions
Nicole Van Denabeele appointed EVP, CFO and principal financial officer; her employment agreement sets an annual base salary of $340,000 and a 60% target bonus
Emily Gooden appointed SVP, Chief Accounting Officer; she continues as Investor Relations Director
LivaNova said its Chief Human Resources Officer, Trui Hebbelinck, will leave her position on September 30, 2024 and begin garden leave, and it has retained an external search firm to find a successor. Under a settlement agreement dated September 7, 2024, she receives a prorated on-target fiscal 2024 bonus, a severance payment of £232,000, and certain other benefits, which the filing describes as a cost of the departure.
Departure effective September 30, 2024; garden leave runs under a 12-month contractual notice period, ending September 30, 2025 unless she elects to end it early
Settlement agreement dated September 7, 2024 includes a £232,000 severance payment and a prorated on-target fiscal 2024 bonus paid in October 2024
Outplacement counseling capped at £20,000 plus tax; legal fees reimbursed up to £25,000 plus tax
Ms. Hebbelinck will not qualify for a fiscal 2025 bonus and will receive no new equity awards; existing awards continue to vest
Healthcare Services Group appointed Vikas Singh as Executive Vice President and Chief Financial Officer, effective September 3, 2024. Andrew Brophy, previously Principal Financial & Accounting Officer, was promoted to Senior Vice President, Controller and Chief Accounting Officer, per the press release. A CFO change is a significant leadership event, and Singh will oversee accounting, finance, corporate development and investor relations.
Vikas Singh, age 47, joins as EVP and CFO effective September 3, 2024, after serving as Managing Director at Bank of America Securities
Singh previously worked at Credit Suisse and Citibank, and began his career at GSK's Consumer Healthcare Division
Andrew Brophy named SVP, Controller and Chief Accounting Officer; he joined the Company in 2018
Stewart Information Services Corp. said Group President Steven Lessack will retire effective December 31, 2024, after informing the company on September 5, 2024. The company's CEO said Lessack's responsibilities will be split among existing leaders, with Marco Polsinelli overseeing International Operations in addition to Canadian Operations.
Steven Lessack, Group President, retires effective December 31, 2024; he joined Stewart in 1995 and has served as Group President since 2019
Ryan Swed leads U.S. Direct Operations and Erin Sheckler leads National Commercial Services, both reporting to Lessack
Marco Polsinelli will oversee International Operations while continuing to lead Canadian Operations
Nasdaq said Brendan Brothers, executive vice president and head of Financial Crime Management Technology, will step back from his executive role and become a senior strategic advisor, effective immediately and until at least December 31, 2024. Stephanie Champion, a 13-year Nasdaq Verafin veteran who is currently senior vice president and head of sales, will succeed him as head of Nasdaq Verafin, and Chief Strategy Officer Jeremy Skule will add the role of Executive Chair of the business. The filing contains no financial results; the change is a leadership reshuffle in a unit the company says has strong momentum.
Brendan Brothers, Verafin co-founder, moves to senior strategic advisor effective September 6, 2024, until at least December 31, 2024
Stephanie Champion, current SVP and Head of Sales, succeeds Brothers as EVP and Head of Nasdaq Verafin
Jeremy Skule, EVP and Chief Strategy Officer, takes on the added role of Executive Chair of Financial Crime Management Technology
Nasdaq says Verafin serves more than 2,500 banks representing more than $9 trillion in collective assets
Bentley Systems expanded its board from seven to eight seats and appointed Chief Executive Officer Nicholas H. Cumins as a director, effective September 5, 2024. The company also declared a $0.06 per share cash dividend for the third quarter of 2024, which shareholders of record on September 17, 2024 will receive on September 26, 2024.
Board increased from seven to eight seats on September 5, 2024, and CEO Nicholas H. Cumins was appointed a director.
Cumins will not receive additional compensation for his board service and his term runs to the 2025 Annual Meeting of Stockholders.
Third quarter 2024 dividend of $0.06 per share, payable September 26, 2024 to holders of record on September 17, 2024.
Jabil increased its Board from nine to ten directors and appointed CEO Michael Dastoor to fill the new seat, effective immediately. Dastoor was named CEO in May 2024 after serving as CFO from April 2018 through April 2024, so the appointment places the company's chief executive on its board.
Board appointment dated September 3, 2024; Board size increased from nine to ten directors
Michael Dastoor, age 58, named Chief Executive Officer in May 2024
Dastoor previously served as Chief Financial Officer from April 2018 through April 2024 and joined Jabil in 2000
Filing states Dastoor has no material interest in related-party transactions under Item 404(a) of Regulation S-K
Trupanion appointed John Gallagher as Chief Operating Officer effective September 4, 2024. He will lead the North American growth teams and oversee the Contact Center and Claims support teams, and has been with the company since 2016.
Gallagher's base salary rises from $300,000 to $375,000, and his bonus target rises from 50% to 75% of base salary.
He will receive RSUs with an approximate value of $575,000, expected to be granted in early November 2024.
RSUs vest over four years, with 25% vesting on the one-year anniversary of grant and the rest vesting quarterly thereafter.
Voya Financial said CFO Don Templin will retire and step down from his role effective at the close of business on December 31, 2024, and will then serve as a strategic advisor until he retires in the first quarter of 2025. Michael Katz, currently executive vice president of Finance, will become executive vice president and chief financial officer on January 1, 2025, so the change in finance leadership is planned and announced ahead of the handover.
Don Templin steps down as CFO at the close of business on December 31, 2024, and becomes a non-executive strategic advisor until retiring in Q1 2025.
Michael Katz, 48, joins as EVP and CFO effective January 1, 2025; he has been EVP, Finance since November 2022 and joined the company in 2004.
Katz will also remain responsible for investor relations and all aspects of finance, according to the press release.
No compensation arrangements for Katz or Templin's advisory role had been entered into as of the filing date; any such arrangement will be disclosed within four business days.
Clear Secure disclosed that Kasra Moshkani, its EVP, Verified, intends to resign to pursue other opportunities, with his departure expected to take effect on September 18, 2024. The company has started searching for a successor, and the filing gives no information on the reasons beyond his stated plans or on any financial impact.
Kasra Moshkani, EVP, Verified, informed the company of his resignation intention on August 29, 2024.
Departure expected to be effective September 18, 2024.
Moshkani joined the company in 2021; the company has initiated a search for his successor.
RingCentral said Chief Financial Officer Sonalee Parekh resigned, effective September 10, 2024, to take a CFO role at a public company that is not a competitor, supplier or customer. The company said her departure is not due to any disagreement on financial results, accounting or disclosures, and it has begun a search for a successor with internal and external candidates. The company also said there are no changes to its outlook issued with Q2 earnings on August 1, 2024.
Sonalee Parekh resigns as CFO and principal financial officer, effective September 10, 2024
Company has started a search for a successor, considering internal and external candidates
No change to outlook previously issued with Q2 earnings on August 1, 2024
CEO Vlad Shmunis credited Parekh with improved profitability and free cash flow
Floor & Decor said President Trevor Lang intends to retire, and the company is searching for a successor. Lang has agreed to stay in his current role as long as needed to facilitate the transition, and there is no change to his compensation or employment terms tied to the retirement.
Trevor Lang informed the company on September 3, 2024 of his intent to retire.
Lang joined in 2011 as SVP and CFO, became EVP and CFO in 2014, and was named President in 2022.
Lang will remain in his current role as long as needed to facilitate succession.
No change to Lang's compensation or other employment terms in connection with the retirement.
First Advantage's president of the Americas, Joseph Jaeger, will retire effective November 1, 2024, under a retirement agreement signed September 3, 2024. The agreement extends vesting of his unvested equity awards through January 31, 2026, and provides salary continuation and a $50,000 consulting-linked commission bonus.
Joseph Jaeger, President, Americas, notified the company of his retirement on August 30, 2024; retirement effective November 1, 2024
Unvested awards include 265,942 restricted stock awards, 263,249 stock options and 29,918 restricted stock units, permitted to vest through January 31, 2026
Base salary continues for six months after the Retirement Date; 2024 annual bonus to be paid at the amount he would have received if still employed
A $50,000 commission bonus is payable at go-live of a strategic customer account, provided go-live occurs by December 31, 2025
Independence Realty Trust's board appointed Chief Financial Officer James Sebra to the additional role of President on September 3, 2024, while Scott Schaeffer continues as Chairman and Chief Executive Officer. Sebra will keep his finance, accounting, tax, IT and investor relations duties and will also oversee the company's operational functions. Separately, the company disclosed August 2024 forward sales of 1.5 million shares under its at-the-market program, which it expects to settle by September 30, 2025 for gross proceeds of about $29.6 million.
James J. Sebra, CFO, appointed President on September 3, 2024; Scott F. Schaeffer remains Chairman and CEO
Sebra keeps finance, accounting, tax, IT and investor relations duties and now also oversees operational functions
August 2024 forward sale transactions cover 1,500,000 shares; not settled as of the filing date
Expected gross proceeds of approximately $29.6 million, with physical settlement expected by September 30, 2025
F5 appointed Tom Fountain as Chief Operating Officer and Chad Whalen as Chief Revenue Officer, both effective August 30, 2024, and is combining sales and marketing under Whalen. Chief Product Officer Kara Sprague will leave in November 2024 to become CEO of a private technology company, and F5 has launched an external search for her replacement. The filing contains no financial results or guidance, so it does not state any near-term financial effect.
Tom Fountain appointed Chief Operating Officer, effective August 30, 2024; he previously served as Executive Vice President of Global Services and Chief Strategy Officer
Chad Whalen named Chief Revenue Officer, effective August 30, 2024; he previously served as Executive Vice President of Worldwide Sales
Kara Sprague, Executive Vice President and Chief Product Officer, will resign effective November 2, 2024; F5 has launched an external search for her replacement
Kunal Anand becomes Chief Technology and AI Officer, with responsibility for company-wide AI strategy
Clean Harbors said on September 3, 2024 that it expanded its board from eleven to thirteen members and elected Co-Chief Executive Officers Michael Battles and Eric Gerstenberg as directors, effective immediately. The filing does not change either executive's role, and neither will receive extra pay for board service, so the direct effect on shareholders is limited to governance.
Board expanded from eleven to thirteen members; both new directors are Class III directors whose terms expire at the 2025 annual meeting.
Battles has been Co-CEO since 2023 and was CFO from 2016; Gerstenberg has been Co-CEO since 2023 and was COO since 2015.
Neither director was appointed to a board committee, and neither will receive additional compensation for board service.
Founder and Executive Chairman Alan S. McKim said the co-CEOs' first year and a half in charge had been successful for the Company, its employees and its shareholders.
Freshpet named Nicki Baty, a former president and general manager at Hill's Pet Nutrition U.S. with nearly 20 years at Colgate-Palmolive, as Chief Operating Officer effective September 1, 2024. Scott Morris, previously President and Chief Operating Officer, continues as President and Co-Founder, and Ms. Baty reports directly to CEO Billy Cyr.
Base salary of $525,000, with a target annual bonus of at least 60% of base salary
Inducement grant of restricted stock units covering 17,150 shares, plus a $500,000 cash bonus and $50,000 relocation support, subject to recoupment if she is not employed on September 1, 2026
Until May 10, 2025, her commercial responsibilities are limited to the Mass, Grocery, and Club channels
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.