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8-K filings in September 2025, explained

427 material Form 8-K filings that 376 companies we cover made with the SEC in September 2025, 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).

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Academy Sports & Outdoors director Chris Turner resigns from board effective Sept. 16

Neutral leadership Written later 5.02

Independent Class I director Chris Turner notified the Academy Sports and Outdoors board on September 14, 2025 that he is resigning as a director, effective September 16, 2025. The company states his resignation was not due to any dispute or disagreement with the company or the board over its operations, policies or practices.

  • Chris Turner, an independent Class I director, notified the board of his resignation on September 14, 2025.
  • Resignation is effective September 16, 2025.
  • The filing states there was no dispute or disagreement with the company or board on operations, policies or practices.
Read the filing on SEC.gov ↗
SKYDSkydance Corp Sep 16, 4:40 PM ET

Skydance appoints Dennis Cinelli to board and audit committee

Neutral leadership Written later 5.02

Paramount Skydance's board appointed Dennis Cinelli as a director on September 12, 2025, and placed him on the Audit Committee. Sherry Lansing left the Audit Committee as of the same date. The filing describes Cinelli as a director nominee of Ellison and says he receives a pro-rated award of 17,989 restricted stock units.

  • Dennis Cinelli appointed to the Board effective September 12, 2025, and joined the Audit Committee immediately
  • Sherry Lansing no longer a member of the Audit Committee as of September 12, 2025
  • Cinelli to receive a Pro-Rated Annual Award of 17,989 restricted stock units under the Director Program
  • Filing states no related-party transactions exceeding $120,000 involving Cinelli
Read the filing on SEC.gov ↗
PTONPELOTON INTERACTIVE, INC. Sep 16, 4:35 PM ET

Peloton Redesigns Executive Pay, Cuts Base Salaries and Shifts to Performance Bonuses

Neutral leadership Written later 5.02

Peloton's Compensation Committee approved a redesign of its leadership team pay program on September 14, 2025, shifting pay toward performance-linked cash bonuses and performance-based stock awards over a two-year transition beginning in fiscal 2026. The filing also adopts stock ownership guidelines requiring executives and directors to hold company stock, which may affect how leadership pay relates to shareholder returns.

  • Annual base salary set at $850,000 for the rest of fiscal 2026 and $635,000 for fiscal 2027 for affected leadership team members.
  • Annual cash bonus targets are 20% of pro-rated base salary in fiscal 2026 and 60% of base salary in fiscal 2027, with payouts ranging from 0% to 200% of target.
  • Beginning fiscal 2026, long-term incentive awards consist of 70% time-based RSUs and 30% performance-based PSUs.
  • Stock ownership guidelines apply to executive officers and non-employee directors, with a five-year period to meet the required level.
Read the filing on SEC.gov ↗
CPKCHESAPEAKE UTILITIES CORP Sep 16, 4:27 PM ET

Chesapeake Utilities adds Elisabeth A. Eden to board, effective September 15, 2025

Neutral leadership Written later 5.02

Chesapeake Utilities expanded its board from seven to eight directors and appointed Elisabeth A. Eden as a Class II independent director, effective September 15, 2025. She also joined the Audit Committee and was named an audit committee financial expert, which adds to board oversight of financial reporting.

  • Board increased from seven to eight directors on September 12, 2025 to fill the new seat
  • Eden receives pro-rata non-employee cash retainer of $90,000, equity retainer valued at $120,000, and Audit Committee cash retainer of $8,500 for the September 2025 through May 2026 term
  • Eden is expected to stand for election at the 2026 Annual Meeting of Stockholders
Read the filing on SEC.gov ↗
DTEDTE ENERGY CO Sep 16, 4:16 PM ET

DTE Energy amends executive severance plan and signs new change-in-control agreements

Neutral leadership Written later 5.02

DTE Energy amended its Executive Severance Allowance Plan on September 10, 2025, and on September 11, 2025 entered new change-in-control severance and indemnification agreements with its executive officers and non-employee directors. The filing describes enhanced CEO severance terms and agreements that replace earlier versions, but it does not state any dollar cost to the company.

  • Amendment 1 to the Executive Severance Allowance Plan was adopted September 10, 2025; the CEO may receive 24 months of COBRA premiums and a lump sum of 200% of Base Pay if terminated without Cause.
  • On September 11, 2025, the company entered change-in-control severance agreements with 11 named executive officers, replacing prior agreements.
  • The CIC agreements provide severance if an executive is terminated, actually or constructively, within two years after a change in control, and include a one-year non-compete payment.
  • Indemnification agreements with executives and non-employee directors also took effect September 11, 2025, replacing prior versions.
Read the filing on SEC.gov ↗
SNXTD SYNNEX CORP Sep 16, 4:02 PM ET

TD SYNNEX: Chief Business Officer Simon Leung retired effective September 1, 2025

Neutral leadership Written later 5.02

TD SYNNEX disclosed that Chief Business Officer Simon Leung retired effective September 1, 2025, and that a separation agreement effective September 10, 2025 provides him with continued compensation. The package includes 24 months of salary continuation, a target fiscal 2025 bonus of about $348,500, accelerated vesting of outstanding equity awards, and restrictive covenants in the company's favor.

  • Simon Leung retired as Chief Business Officer effective September 1, 2025.
  • Agreement effective September 10, 2025 provides 24 months of salary continuation and a fiscal 2025 bonus at target of about $348,500.
  • Outstanding equity awards vest early, with performance awards assumed at target and prorated to September 1, 2025; a $5,000 lump sum is also included.
  • The agreement is filed as Exhibit 10.1, with some schedules omitted under SEC rules.
Read the filing on SEC.gov ↗

Charles River CFO Flavia Pease resigns; interim CFO named, 2025 guidance reaffirmed

Neutral leadership Written later 5.027.01

Chief Financial Officer Flavia H. Pease will resign effective September 29, 2025, to pursue another opportunity, and Michael G. Knell, the Chief Accounting Officer, will serve as interim CFO until a permanent successor is named. The company said her decision was not the result of any disagreement over financial statements, internal controls, operations, policies or practices, and it reaffirmed its 2025 revenue and non-GAAP earnings per share guidance first provided on August 6, 2025.

  • Flavia H. Pease resigns as CFO effective September 29, 2025, to pursue another opportunity
  • Michael G. Knell, age 49, joined the company in April 2017 and will serve as interim CFO, effective upon Pease's departure
  • The company has commenced a comprehensive search for a permanent CFO; Knell's compensation terms were not determined as of the filing date
  • 2025 revenue and non-GAAP EPS guidance, previously provided August 6, 2025, was reaffirmed
Read the filing on SEC.gov ↗
PODDINSULET CORP Sep 16, 7:05 AM ET

Insulet names Flavia Pease CFO effective Sept. 30; expects to exceed Q3 revenue guidance

Positive leadership Written later 5.028.01

Insulet said Flavia Pease, currently a director and former CFO of Charles River Laboratories, will succeed Ana Chadwick as Executive Vice President and Chief Financial Officer effective September 30, 2025, and Ms. Chadwick will stay on as a Senior Advisor. The company also said it expects to exceed its previously issued third quarter 2025 total revenue growth guidance, driven by strong new customer starts in the U.S. and international markets.

  • Flavia Pease becomes CFO effective September 30, 2025; she will resign from the Board on starting employment.
  • Ana Chadwick remains with the company as a Senior Advisor and is expected to receive severance and a one-time cash payment tied to equity vesting May 1, 2026.
  • Pease's offer includes a $1,325,000 cash sign-on award and a $3,000,000 target equity sign-on award, plus a $762,500 prorated annual equity award and a $715,000 base salary.
  • Insulet expects to exceed prior Q3 2025 total revenue growth guidance and will report full results and a full-year outlook update on November 6, 2025.
Read the filing on SEC.gov ↗

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.