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).
RXO completed its purchase of Coyote Logistics from United Parcel Service on September 16, 2024, for approximately $1.025 billion in cash, subject to customary adjustments. RXO says the deal makes it the third-largest provider of brokered transportation in North America, though the filing does not report financial results or synergy estimates for the acquired business.
Purchase price: approximately $1.025 billion in cash, subject to customary adjustments
Closing Date: September 16, 2024; the seller is United Parcel Service of America, Inc. and related UPS entities
RXO says the combined company is now the third-largest provider of brokered transportation in North America
Filing includes audited 2023 and 2022 and unaudited June 30, 2024 financial statements of the acquired business, plus pro forma information
Citizens Financial Group appointed Christopher Schnirel as Controller and Chief Accounting Officer, effective October 21, 2024, succeeding Jack Read, who left in August. The role oversees financial reporting and controls, a core function for shareholders relying on the company's financial statements.
Christopher Schnirel, age 53, previously served as Senior Vice President and Assistant Controller at Huntington Bancshares Inc. for a 12-year period.
Effective date of appointment is October 21, 2024; the appointment was announced September 16, 2024.
Total annual compensation is $1.1 million, plus a restricted stock unit buy-out award and relocation benefits.
Jack Read left Citizens in August 2024 for a career outside the banking sector.
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.
At its September 12, 2024 annual meeting, ePlus shareholders approved the 2024 Non-Employee Director Long-Term Incentive Plan, which replaces the 2017 plan and authorizes restricted stock grants to non-employee directors. Shareholders also elected seven directors, approved the advisory vote on executive compensation, and ratified Deloitte & Touche LLP as the independent auditor for fiscal 2025.
Director equity plan approved: 22,599,821 for, 1,092,102 against, 109,239 abstain, 941,413 broker non-votes
Renée Bergeron received 23,068,248 for and 732,914 withheld; Ben Xiang received the lowest support at 22,258,653 for and 1,542,509 withheld
Deloitte & Touche LLP ratified for fiscal 2025: 24,358,251 for, 373,394 against, 10,930 abstain
Holders of 92.02% of eligible shares were present in person or by proxy
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
La-Z-Boy's board elected Matthew Baer, chief executive of Stitch Fix, as an independent director effective January 1, 2025, expanding the board to 11 members. The filing says he will receive non-employee director compensation and a restricted stock unit grant with a grant date value of $87,660.
Baer, age 42, has been Stitch Fix CEO since June 2023.
He previously held leadership roles at Macy's from March 2020 to June 2023 and was Vice President of Walmart eCommerce from January 2016 to March 2020.
The board approved an RSU grant with a grant date value of $87,660, effective January 2, 2025, under the 2024 Omnibus Incentive Plan.
Rocket Lab disclosed that director Michael Griffin retired and resigned from its Board of Directors and the board committees he served on, effective immediately. The filing states his departure was not the result of any dispute or disagreement with the company on its operations, policies or practices.
Michael Griffin notified the company of his retirement and resignation on September 12, 2024.
Resignation is effective immediately, from the Board and all Board committees he served on.
The company states the resignation involved no dispute or disagreement on operations, policies or practices.
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
Reliance, Inc. entered into a Second Amended and Restated Credit Agreement on September 10, 2024, providing a five-year senior unsecured revolving credit facility of $1.5 billion. About $82 million was outstanding under the agreement as of September 10, 2024, and the company may use the funds for general corporate purposes, growth and stockholder return activities. The new terms replace the 2020 agreement and remove the interest coverage ratio covenant, leaving a maximum total net leverage ratio as the only financial maintenance covenant.
Facility size: $1.5 billion five-year senior unsecured revolver, including a $150 million letter of credit sublimit and a $50 million swing line sublimit
Borrowings outstanding as of September 10, 2024: approximately $82 million
Initial pricing: SOFR plus 1.00% and a 0.10% unused fee, until the compliance certificate for the quarter ending September 30, 2024 is delivered; thereafter pricing ranges based on the Total Net Leverage Ratio
Replaces the existing credit agreement dated September 3, 2020; Bank of America, N.A. is the administrative agent
Gulfport Energy Operating Corporation, a subsidiary of Gulfport Energy Corporation, completed a $650 million private placement of 6.750% Senior Notes due September 1, 2029, on September 13, 2024. The company also amended its credit agreement to raise elected commitments from $900 million to $1.0 billion, with the borrowing base reaffirmed at $1.1 billion. The filing describes new debt obligations and standard limits on additional borrowing and dividends, which bear on shareholders' claims on future cash flow.
$650 million of 6.750% Senior Notes due September 1, 2029, issued September 13, 2024
Interest payable March 1 and September 1 each year, starting March 1, 2025
Credit facility elected commitments raised from $900 million to $1.0 billion; borrowing base reaffirmed at $1.1 billion
Credit facility maturity extended to four years from the Fourth Amendment closing date
Effective September 16, 2024, Volatility Shares LLC, the sponsor of the 2x Long VIX Futures ETF and -1x Short VIX Futures ETF, terminated Penserra Capital Management LLC as commodity sub-adviser and ended the related sub-advisory agreement. The sponsor will now provide day-to-day portfolio management for the funds, a change in how the funds are run that shareholders should be aware of. The filing does not state a reason for the termination.
Effective date: September 16, 2024
Terminated commodity sub-adviser: Penserra Capital Management LLC, with the Commodity Sub-Advisory Agreement ended as of the same date
Volatility Shares LLC (the sponsor) now provides day-to-day portfolio management for the 2x Long VIX Futures ETF and -1x Short VIX Futures ETF
JetBlue appointed Sean Menke, former executive chair of Sabre Corp., to its board of directors effective September 12, 2024, and also disclosed that director B. Ben Baldanza resigned from the board, effective the same date. The filing reports no financial results or guidance, so the changes affect board composition rather than the company's reported performance.
Sean Menke was appointed to the board on September 12, 2024, as an independent director and will serve on the Audit and Safety committees.
Menke was executive chair of Sabre Corp. from early 2022 until April 2024 and was Sabre's CEO until April 2023.
B. Ben Baldanza resigned from the board, effective September 12, 2024, for personal reasons, after serving as a director since 2018.
After the change, JetBlue's board has 13 members, 12 of whom are independent.
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.
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.