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).
MarineMax, Inc. (NYSE: HZO) said Michael H. McLamb resigned from its Board effective immediately on September 25, 2025, and the Board appointed Daniel Schiappa as a director and Audit Committee member the same day. McLamb remains the company's Executive Vice President and Chief Financial Officer, and the Board will still have eight directors. The filing reports no financial results or guidance, so the change is a governance update rather than a change in company performance.
Michael H. McLamb resigned from the Board effective immediately on September 25, 2025; the filing says the resignation was not due to any disagreement with the company.
Daniel Schiappa was appointed to the Board and Audit Committee on September 25, 2025, as an independent Class I director with a term expiring in 2026.
Schiappa will receive an initial option to acquire 5,000 shares of common stock as soon as reasonably practicable after his appointment.
McLamb continues as Executive Vice President and Chief Financial Officer; the Board will consist of eight directors.
SolarEdge Technologies said director Nadav Zafrir resigned from its Board of Directors, effective October 2, 2025, and that the resignation was not due to any disagreement with the company on its operations, policies or practices. The board reduced its size to seven directors, effective the same date.
Nadav Zafrir notified the board of his resignation on September 29, 2025, effective October 2, 2025
The company states the resignation was not due to any disagreement on operations, policies or practices
On September 30, 2025, the board fixed its size at seven directors, effective October 2, 2025
SLM Corporation entered a retention agreement with Executive Vice President and Chief Commercial Officer Donna F. Vieira, who will resign as Chief Commercial Officer by December 31, 2025 and retire as an employee by April 3, 2026. She will receive a $750,000 cash retention bonus if she meets the agreement's conditions, which matters to shareholders because it sets the timeline for a senior commercial leadership change.
Vieira resigns as Chief Commercial Officer on the Transition Date, no later than December 31, 2025, unless the company sets an earlier date to hire a successor
Retention Bonus of $750,000, payable subject to continued performance and transition assistance through the Separation Date
Retirement as an employee on April 3, 2026; she is not entitled to severance under the Severance Plan
Genpact appointed Anthony Radesca as Senior Vice President and Chief Accounting Officer, effective September 29, 2025. He previously held the same title at NCR Voyix from May 2024 to September 2025, and the filing discloses no financial terms beyond standard salary, bonus and equity eligibility.
Anthony Radesca named Senior Vice President and Chief Accounting Officer, effective September 29, 2025
Previously Senior Vice President and Chief Accounting Officer at NCR Voyix Corporation, May 2024 to September 2025
Earlier served as Chief Accounting Officer at EVO Payments (2019 to 2023) and CA Technologies (2016 to 2019)
Compensation includes base salary, annual bonus opportunities and equity awards; no specific amounts disclosed
Somnigroup International's Board increased its size from seven to eight members and appointed Christopher T. Cook as an independent director, effective September 30, 2025. Mr. Cook founded Sleep Experts, a mattress retail chain, and previously served on the Mattress Firm board, which Somnigroup acquired in 2025. The filing describes a routine board addition with no financial terms disclosed.
Board expanded from seven to eight members effective September 30, 2025
Christopher T. Cook named independent director; term runs to the 2026 Annual Meeting of Stockholders
Cook receives a pro rata director equity award and standard non-employee director compensation
Apollo Global Management disclosed that board member Pauline Richards notified the company on September 29, 2025, that she will resign from the Board effective September 30, 2025. The filing states her resignation was not the result of any disagreement with management or the Board.
Pauline Richards notified Apollo on September 29, 2025 of her decision to resign as a board member.
Resignation is effective September 30, 2025.
The filing states the resignation was not due to any disagreement with management or the Board.
Five9 disclosed that director David Welsh resigned from its board on September 26, 2025, with no disagreement with the company cited, and that the board appointed Sudhakar Ramakrishna, CEO and President of SolarWinds, as a new director. Robert Zollars became Lead Independent Director, and board committee chairs were reassigned. The changes are governance updates that do not include any financial results or guidance.
David Welsh resigned as a Class II director, as Lead Independent Director and as chair of the Nominating and Governance Committee, effective September 26, 2025
Sudhakar Ramakrishna was appointed to the board on September 26, 2025 as a Class II director with a term expiring at the 2028 annual meeting and joined the Nominating and Governance Committee
Robert Zollars became Lead Independent Director, Jonathan Mariner chairs the Nominating and Governance Committee, and Michael Burdiek chairs the Compensation Committee
Hanmi Financial Corporation appointed Daniel J. Medici, a retired federal bank examiner with over 36 years at the Office of the Comptroller of the Currency, to the boards of Hanmi Financial and Hanmi Bank effective October 1, 2025. The addition brings the Hanmi board to twelve directors, and Mr. Medici joins the Audit and Risk, Compliance and Planning committees. The filing describes this as a governance addition focused on IT, cybersecurity and risk oversight, with no financial terms disclosed.
Daniel J. Medici appointed to Hanmi Financial and Hanmi Bank boards, effective October 1, 2025
Board size increases to twelve directors
Committee roles: Audit, Risk, Compliance and Planning, and Bank Loan and Credit Policy Committee
Retired from the Office of the Comptroller of the Currency in February 2025 after over 36 years
Prudential Financial said its board elected Joseph J. Wolk as an independent director effective September 30, 2025. Wolk is currently executive vice president and chief financial officer at Johnson & Johnson, and he will serve on the board's Audit and Finance Committees.
Joseph J. Wolk elected as independent director effective September 30, 2025
Appointed to the Audit Committee and Finance Committee
Wolk is executive vice president and CFO at Johnson & Johnson, a role he has held since his 2018 appointment as CFO
Wolk will receive non-employee director compensation under the summary filed with the 2024 Form 10-K
Dana's Chairman and CEO R. Bruce McDonald has signed an amended employment agreement that extends his role as CEO month to month until a successor starts, after which he would become Non-Executive Chairman. The board says the successor search will accelerate in early 2026, and the Off Highway divestiture is expected to close late in the fourth quarter of 2025.
Agreement signed September 29, 2025; base salary remains $1,300,000 while he serves as CEO
Target equity grants total $9,900,000 in restricted stock units, with $4,125,000 granted at the agreement's effective date
Eligible for a cash transition bonus of up to $500,000, based on finding and transitioning a successor by the April 2026 annual meeting
Matador Resources promoted Robert T. Macalik to Executive Vice President and Chief Financial Officer effective September 29, 2025, succeeding William D. Lambert, who ceased serving as CFO on September 24, 2025. The company said Lambert's departure is not related to any financial or accounting issue or any disagreement with the company. Macalik will also remain CFO of midstream joint venture San Mateo Midstream, LLC.
Robert T. Macalik promoted to EVP and CFO, effective September 29, 2025.
William D. Lambert ceased serving as CFO on September 24, 2025; company says the departure is not related to any financial or accounting issue or disagreement.
Macalik joined Matador in July 2015 as Vice President and Chief Accounting Officer and most recently served as EVP – Administration and Finance.
Macalik entered an employment agreement with MRC Energy Company, a wholly-owned subsidiary, effective September 29, 2025.
Kite Realty Group Trust disclosed that Dave Buell, its Senior Vice President and Chief Accounting Officer, notified the company on September 24, 2025 that he will resign, effective November 21, 2025. The filing states Buell has not expressed any disagreements with the company on any matter, including accounting policies.
Dave Buell, Senior Vice President and Chief Accounting Officer, gave notice of resignation on September 24, 2025
Resignation takes effect November 21, 2025
Filing states Buell has no disagreements with the company, including on accounting matters
Norfolk Southern's compensation committee approved one-time cash retention awards for five named executive officers on September 23, 2025, under a transaction bonus program adopted July 28, 2025, alongside the Union Pacific merger agreement. The company said the awards aim to reduce retention risk and keep leadership focused on completing the Merger.
Awards range from $2 million to $4 million per executive: Mark R. George $4 million, John F. Orr $3 million, Jason A. Zampi $2.25 million, Claude E. Elkins $2 million, and Anil Bhatt $2 million.
Each award vests in three installments: 25% on April 28, 2026, 25% on January 28, 2027, and 50% upon closing of the Merger.
If an executive is terminated without cause before closing, or has a Termination under his Change in Control Agreement after closing, the next unvested installment vests immediately.
Vail Resorts directors John Sorte and John Redmond told the board on September 25, 2025, that they will not stand for re-election when their current terms end at the 2025 Annual Meeting of Stockholders. The company said neither decision was due to a disagreement over operations, policies, or practices, and that the board will have nine directors, eight of them independent, once their terms end.
Sorte has served on the board since 1993 and Redmond since 2008; both terms end at the 2025 Annual Meeting.
Both will keep their committee seats until the board decides otherwise or their terms end.
The company said the departures were not due to any disagreement with management on operations, policies, or practices.
After the transition, the board will have nine directors, eight of whom are independent.
Synchrony Financial's board elected Deborah Ellinger as a director on September 26, 2025, effective October 1, 2025, and assigned her to the Risk and Technology Committees. The filing describes a board appointment with standard director pay and indemnification terms, without financial results, guidance, or a change in executive roles.
Ellinger receives annual compensation of $320,000, of which $100,000 is cash and $220,000 is restricted stock units.
She will also receive $20,000 per year for Risk Committee service and $15,000 for Technology Committee service.
Ellinger signed the company's standard indemnification agreement; the Board will have twelve members after her appointment.
Helmerich & Payne appointed Senior Vice President Trey Adams as President effective October 1, 2025, while John Lindsay remains Chief Executive Officer. Mike Lennox and John Bell were also promoted to Executive Vice President roles, and the filing describes a new leadership structure with Adams leading all revenue-generating business units. The filing does not report financial results, but it sets out a reorganized senior team and related pay changes for shareholders to monitor.
Trey Adams, 40, becomes President effective October 1, 2025, succeeding John Lindsay in that role; Lindsay stays as CEO.
Adams' base salary rises to $660,000, with a target bonus of 100% of base salary for fiscal 2026.
Michael Lennox and John Bell become Executive Vice Presidents effective October 1, 2025, with base salaries of $560,000 each and restricted stock awards with a grant date value of $1 million each.
The company says Adams will be only the 5th President in its 105-year history.
Visa's board increased its size from 11 to 12 members and elected Bill Ready, chief executive officer of Pinterest, effective September 29, 2025. Mr. Ready was also appointed to the Finance and Nominating and Corporate Governance Committees, and the board determined he is independent.
Bill Ready elected to Visa's board effective September 29, 2025, with a term expiring at the 2026 Annual Meeting of Shareholders
Board increased from 11 to 12 members
Mr. Ready appointed to the Finance Committee and Nominating and Corporate Governance Committee
Mr. Ready will receive standard non-employee director compensation and will enter into an indemnification agreement
Constellation's board increased its size to thirteen members and elected Alan Armstrong as a director, effective January 1, 2026, to serve until the 2026 annual shareholder meeting. Armstrong is executive chairman of Williams and was its president and CEO for 14 years, which the company says brings natural gas infrastructure experience to its board.
Board expanded to thirteen members; Alan Armstrong elected on September 23, 2025, effective January 1, 2026
Armstrong is executive chairman of Williams and served as its president and CEO for 14 years
Board has not yet decided which committees Armstrong will join; he will receive standard director compensation
Comcast said Michael J. Cavanagh, currently President, will become Co-Chief Executive Officer in January 2026 and join the Board of Directors at that time. He will serve alongside Chairman Brian L. Roberts, who continues as Chairman and Co-CEO.
Michael J. Cavanagh to be appointed Co-CEO effective January 2026
Cavanagh will also join the Board of Directors at that time but will not serve on any Board committee
Brian L. Roberts continues as Chairman of the Board and Co-Chief Executive Officer
Cavanagh joined Comcast in 2015 as Chief Financial Officer and previously was Co-CEO of JPMorgan Chase's Corporate & Investment Bank
Flowers Foods' board elected Sterling A. Spainhour, executive vice president and chief legal officer of Southern Company, as a director effective October 1, 2025, and appointed him to the Audit and Finance Committees. The board size will increase to twelve members, and his term runs to the 2026 annual meeting, where shareholders will vote on renomination.
Spainhour elected by the board on September 26, 2025; effective date October 1, 2025
Appointed to the Audit Committee and Finance Committee
Board size increases from current level to twelve members effective October 1, 2025
Term expires at the 2026 Annual Meeting of Shareholders, subject to renomination and shareholder approval
Global Payments expanded its board from 10 to 12 directors by appointing Patricia Watson and Archana Deskus, both effective immediately. Under an agreement with Elliott Investment Management, the company also plans to appoint one more independent director by or immediately following its 2026 annual meeting and create an ad-hoc Integration Committee to oversee the Worldpay integration.
Board increased from 10 to 12 directors on September 24, 2025; Patricia Watson and Archana Deskus appointed effective immediately
Company agreed with Elliott Investment Management to appoint an additional mutually agreed independent director by or immediately following the 2026 annual meeting
New Integration Committee will oversee integration of Worldpay following completion of the pending acquisition
CSX's Board appointed Stephen Angel, 70, as President and Chief Executive Officer and a Board member, effective immediately, succeeding Joseph Hinrichs, whose employment ended effective September 27, 2025. Hinrichs also resigned from the Board, and the company's September 29 press release says operating performance remains strong and CSX still expects full-year volume growth.
Angel's employment letter provides a $1,500,000 initial annual base salary, a 175% target bonus and a $10,000,000 grant-date target value sign-on equity award.
Hinrichs separated from employment effective September 27, 2025, and resigned from the Board upon his separation.
Angel was Linde CEO from 2018 to 2022 and Chairman from 2022; he plans to retire from Linde's Board effective January 31, 2026.
The press release states that CSX still expects to deliver full-year volume growth.
Customers Bancorp's board appointed Mike Gill, Robert Krasne, Susan Looney and Dalton Sirmans as directors, effective October 29, 2025, increasing the board to twelve members. The four also join the board of its subsidiary, Customers Bank, and will receive the same non-employee director compensation as existing directors, pro-rated through fiscal year end.
Four new directors: Mike Gill, Robert Krasne, Susan Looney and Dalton Sirmans, appointed September 24, 2025
Effective date is October 29, 2025, when board size increases to twelve members
Directors also serve on the board of wholly owned subsidiary Customers Bank
Compensation follows non-employee director terms, pro-rated until end of current fiscal year
National HealthCare Corporation (NHC) said its President and Chief Operating Officer, R. Michael Ussery, intends to retire effective December 31, 2025, after notifying the company on September 23, 2025. The filing states that his decision did not involve any disagreement with the company, and he will continue in both roles until he retires. Shareholders will see a change in the company's senior operating leadership at year-end, though the filing does not name a successor.
Ussery has been with the company since 1980 and was appointed Chief Operating Officer on January 1, 2009, and President on January 1, 2017.
Retirement is effective December 31, 2025; the filing states it did not involve any disagreement with the company.
CEO Steve Flatt is quoted in the September 26, 2025 press release (Exhibit 99.1) thanking Ussery for his contributions.
Verra Mobility's Compensation Committee approved a one-time restricted stock unit award with a $300,000 grant date value for Jonathan Keyser, its Executive Vice President and Chief Legal Officer, as part of a retention arrangement. Effective September 19, 2025, his base salary rose to $450,000, his target bonus to 75% of salary, and his target long-term incentive award to $1,000,000. The filing is an executive compensation change that could affect costs and retention of a senior officer.
One-time RSU award with a $300,000 grant date value, expected to be granted on the second trading day after the Q3 2025 Form 10-Q filing
RSUs vest in three equal annual installments beginning September 19, 2026, subject to continued employment
Base salary increased to $450,000; target bonus set at 75% of base salary; target long-term incentive raised to $1,000,000, effective September 19, 2025
Pitney Bowes entered a separation agreement with Shemin Nurmohamed, former Executive Vice President and President of Sending Technology Solutions, whose departure took effect September 11, 2025. The agreement provides her a cash payment equal to 52 weeks of base salary, plus a separate lump sum, and allows some incentive awards to keep vesting.
Separation Amount of $636,000, equal to 52 weeks of base salary, paid over regular paydays
Separate lump sum payment of $354,069, due within 30 days of the September 11, 2025 Separation Date
Certain incentive awards outstanding at least one year continue vesting and remain exercisable under their terms
NCR Atleos' Compensation and Human Resource Committee approved an amendment to CEO Timothy C. Oliver's employment agreement that keeps his 300% Separation Multiplier under the Change in Control Severance Plan. Without the amendment, the multiplier would have been reduced to 200% on October 16, 2025, the amendment's effective date. The filing says the change preserves the current level of retention value for Oliver and does not change other terms of his agreement.
Amendment approved September 23, 2025; effective October 16, 2025
Keeps CEO Timothy C. Oliver's Separation Multiplier at 300% instead of reducing it to 200%
Other terms of the employment agreement are unchanged; amendment filed as Exhibit 10.1
CAVA Group said Chief Operations Officer Jennifer Somers left the company effective September 23, 2025. Jonathan Braatvedt, SVP of Operations, will serve as Interim Head of Operations while the company searches for a successor.
Jennifer Somers, Chief Operations Officer, departed effective September 23, 2025
Jonathan Braatvedt, SVP of Operations, named Interim Head of Operations
Company has initiated a search for a successor
Departure is a Covered Termination without Cause under the Executive Severance Plan; severance to be paid per the Plan
Kontoor Brands disclosed higher pay packages for two newly appointed executives, Chief Financial Officer Joseph A. Alkire and Chief Commercial Officer Jennifer H. Broyles, approved by the Talent and Compensation Committee on September 22, 2025. The salary and cash incentive increases are retroactive to August 1, 2025, while the long-term incentive changes take effect in 2026. The filing covers compensation only and does not report any change to financial results or guidance.
Alkire's base salary rises from $750,000 to $800,000; his cash incentive target goes from 85% to 100% of salary, and his long-term incentive target from $1,350,000 to $1,700,000.
Broyles's base salary rises from $675,000 to $750,000; her cash incentive target goes from 75% to 100% of salary, and her long-term incentive target from $710,000 to $1,500,000.
Salary and cash incentive changes are retroactive to August 1, 2025; long-term incentive changes take effect in 2026.
Darling Ingredients said Chief Operating Officer – North America Matt Jansen left his role effective September 26, 2025. The filing says his departure is a qualifying termination, making him eligible for severance under a prior agreement, subject to a release of claims and continued compliance.
Matt Jansen, Chief Operating Officer – North America, departed effective September 26, 2025
Departure treated as a qualifying termination under the Senior Executive Termination Benefits Agreement
Severance eligibility is described in the 2025 Proxy Statement filed March 20, 2025, subject to a release of claims
Sphere Entertainment Co. said its Senior Vice President, Controller and Principal Accounting Officer, Gregory Brunner, resigned on September 22, 2025, effective October 17, 2025. The company said the resignation does not involve any disagreement with its auditors or management on accounting, financial disclosure or internal controls, and that CFO Robert Langer will serve as interim principal accounting officer until a replacement is named.
Gregory Brunner resigned on September 22, 2025, effective October 17, 2025.
The filing states the resignation was not due to any disagreement on accounting, disclosure or internal controls.
Robert Langer, EVP, CFO and Treasurer, will serve as interim principal accounting officer from October 17, 2025.
Alaska Air Group announced a leadership change: Jason Berry will become executive vice president and chief operating officer of Alaska Airlines on November 3, 2025, succeeding Constance von Muehlen, who will retire on February 15, 2026. The filing is a leadership and management transition with no financial results or guidance included, and it is tied to the integration of Alaska and Hawaiian Airlines.
Jason Berry, 48, elected Alaska Airlines EVP and COO effective November 3, 2025; base salary set at $525,000
Berry's target annual cash incentive is 85% of base salary; long-term incentive target is $1,600,000
Von Muehlen serves as Advisor to the COO from November 3, 2025, until her retirement on February 15, 2026
Andrea Schneider succeeds Berry as president of Horizon Air Industries, Inc.
Amcor plc adopted an Executive Change in Control Severance Plan effective September 23, 2025, covering executives including its named executive officers. The plan provides double-trigger severance, meaning benefits apply only if a qualifying termination occurs in connection with a change in control. The filing does not report financial results, and the plan's effect on shareholders depends on whether a change in control occurs.
Plan adopted effective September 23, 2025, for covered executives, including named executive officers
Double-trigger severance: benefits require a change in control plus a termination without cause or resignation for good reason
CEO severance is 2x base salary and target annual bonus; other covered officers receive 1x
KKR & Co. Inc. appointed Craig Arnold, former Chairman and Chief Executive Officer of Eaton Corporation, to its Board of Directors effective September 23, 2025, and to the Audit Committee. The board expanded to fifteen seats, and the filing says the appointment brings independent directors to eleven of fifteen.
Craig Arnold appointed to KKR's Board effective September 23, 2025, and will serve on the Audit Committee
Board size increased to fifteen directors; independent directors rise to eleven of fifteen
Arnold will receive non-executive director compensation, prorated from his appointment date, and entered KKR's standard indemnification agreement
Everest Group said on September 24, 2025 that Executive Vice President and General Counsel Ricardo Anzaldua intends to retire in the coming months. The company has started a search for a successor, and Mr. Anzaldua will remain in the role during the transition.
Ricardo Anzaldua, EVP and General Counsel, plans to retire in the coming months.
Everest has commenced a search to identify a successor.
Mr. Anzaldua will continue as General Counsel in the interim to support a seamless transition.
He joined Everest in June 2023 and is a member of the Executive Leadership Team.
Sterling Infrastructure disclosed that Executive Vice President Ronald A. Ballschmiede plans to retire from all positions with the company and its subsidiaries, effective September 24, 2025. He first notified the company of the plan on September 23, 2025, and the retirement was previously expected in 2025. The filing does not name a successor or describe any financial effect.
Ronald A. Ballschmiede, Executive Vice President, retires from all company and subsidiary positions
Notice of retirement given to the company on September 23, 2025
Retirement effective September 24, 2025; filing does not name a successor
Chair Christine Toretti notified the board on September 22, 2025 that she will resign from the board and as independent chair effective September 28, 2025, tied to her Senate confirmation as ambassador to Sweden. The board responded by combining the CEO and chair roles under Christopher J. McComish and creating a Lead Independent Director position held by Jeffrey D. Grube, which changes how the board's leadership is structured for shareholders.
Toretti notified the board on September 22, 2025 of her resignation from the board and as independent chair, effective September 28, 2025; the company says it was not a disagreement over operations, policies or practices.
Christopher J. McComish, CEO since August 2021 and leader of the company for four years, will combine the CEO and chair roles as chair effective September 28, 2025.
Jeffrey D. Grube, a director since 1997, was appointed Lead Independent Director effective September 28, 2025.
The board states the changes are in the best interests of the company and its shareholders.
Flowers Foods said its chief financial officer, R. Steve Kinsey, will retire effective December 31, 2025, after 36 years with the company, and will remain CFO until then. The company has started a search for a successor with an executive search firm, and Mr. Kinsey is expected to stay on in an advisory role for a period to support the transition.
Mr. Kinsey notified the company of his retirement on September 19, 2025, and will serve as CFO through December 31, 2025, or an earlier date set by him or the company.
Mr. Kinsey served as CFO for the last 18 of his 36 years with the company.
The company has initiated a search for a successor with a leading executive search firm; the filing does not name a successor.
The announcement was made in an 8-K and press release dated September 24, 2025.
Johnson Controls said Vice President and President, Americas Nathan Manning will leave the company to pursue other opportunities, with Todd Grabowski, President Global Data Centers & Applied Equipment, taking over the Americas role on October 1, 2025. Manning will stay on as a special advisor through December 31, 2025, and his departure will entitle him to severance under the company's policy. The filing reports no financial results, so the change does not itself alter reported revenue or profit.
Nathan Manning, Vice President and President, Americas, is leaving the company; the decision was determined September 19, 2025.
Todd Grabowski will become Vice President and President, Americas on October 1, 2025.
Manning is expected to serve as a special advisor through December 31, 2025.
His departure entitles him to severance under the Severance and Change in Control Policy for Officers.
Hub Group said its Chief Legal Officer and Corporate Secretary, Thomas P. LaFrance, will retire effective January 2, 2026, and will assist with transition activities through March 6, 2026. Eric Braun, a former Caterpillar deputy general counsel, will become Executive Vice President, Chief Legal Officer and Corporate Secretary effective January 3, 2026, after joining the company on October 29, 2025.
Thomas P. LaFrance notified the company on September 18, 2025 of his decision to retire from his current role effective January 2, 2026.
LaFrance is expected to assist with transition activities through March 6, 2026 under an agreement the company expects to sign.
Eric Braun joins Hub Group on October 29, 2025 and becomes Chief Legal Officer and Corporate Secretary on January 3, 2026.
Braun spent more than 20 years at Caterpillar, most recently as Vice President and Deputy General Counsel, and previously practiced law at Greenebaum Doll & McDonald.
Performance Food Group Company entered a cooperation agreement with activist investor Sachem Head Capital Management on September 23, 2025, and withdrew Sachem Head's nominations for the 2025 annual meeting. Scott D. Ferguson, a Sachem Head principal, joined the board, which grew from 12 to 13 directors, and joined the Audit and Finance Committee.
Scott D. Ferguson appointed to the board, term expiring at the 2025 Annual Meeting, and to the Audit Committee
Board size increased from twelve to thirteen directors; the company says 12 of 13 are independent
Sachem Head agreed to customary standstill and voting commitments; agreement runs until the later of a date tied to 2026 annual meeting nomination deadlines or 20 days after Ferguson leaves the board
Ferguson must resign if Sachem Head's net long position falls below 1.0% of common stock
CareTrust REIT said Chief Financial Officer and Treasurer William Wagner will retire effective December 31, 2025, and its board appointed Derek Bunker as his successor effective January 1, 2026. Bunker has been the company's Senior Vice President of Strategy and Investor Relations since June 2025, and the company disclosed his 2026 base salary and incentive targets.
William M. Wagner retires as CFO and Treasurer effective December 31, 2025, and will remain an employee for a brief transition period.
Derek Bunker, age 37, becomes CFO and Treasurer effective January 1, 2026, after serving as SVP of Strategy and Investor Relations since June 2025.
Bunker's 2026 annual base salary is $475,000, with a short-term incentive target of $700,000 and a long-term incentive target of $750,000.
Lauren Beale, Chief Accounting Officer, will take on expanded responsibilities as part of the CFO transition plan.
Antero Resources' Compensation Committee approved base salaries and target bonus levels for CEO Michael N. Kennedy and CFO Brendan E. Krueger, retroactive to August 14, 2025, when they took their roles. The company also adopted an Executive Severance Plan and set higher board retainers for the new Chairman, Benjamin A. Hardesty.
Kennedy: $1,125,000 annualized base salary and 130% target annual incentive; Krueger: $645,000 base salary and 100% target, approved September 17, 2025
Executive Severance Plan adopted September 17, 2025, covering Kennedy, Krueger, Paul M. Rady and Yvette K. Schultz
Board approved $75,000 annual cash retainer and $290,000 annual equity retainer for Chairman Hardesty, retroactive to August 14, 2025
Fortrea Holdings Inc. increased its authorized board size to eight and appointed William J. Sharbaugh as a Class III director, effective September 22, 2025. Sharbaugh has more than three decades of pharmaceutical industry experience and was not yet named to any board committees.
Board approved expanding authorized directors to eight on September 19, 2025.
William J. Sharbaugh appointed Class III director effective September 22, 2025, serving until the 2026 Annual Meeting of Stockholders.
Sharbaugh will receive director compensation under the Company's non-employee director compensation policy; no committee assignments have been decided.
Sharbaugh previously served as chief operating officer at PPD, Inc. from 2007 to 2021.
DT Midstream appointed Joseph P. Finland as Chief Accounting Officer effective September 17, 2025. CFO Jeffrey A. Jewell, who previously held both the CFO and Chief Accounting Officer roles, will continue as Chief Financial Officer. The filing describes a internal promotion and does not report any change to financial results or guidance.
Joseph P. Finland, age 43, named Chief Accounting Officer effective September 17, 2025
Finland joined DT Midstream in July 2021 and became Director, Accounting and Tax in October 2024
Jeffrey A. Jewell remains Chief Financial Officer, having held the CFO and Chief Accounting Officer roles since July 1, 2021
Filing reports no family relationships or related-party transactions involving Finland
Power Integrations said CFO Sandeep Nayyar will leave the company effective October 4, 2025 to pursue a new opportunity, and Senior Director of Finance Robert Eric Verity will serve as interim CFO while the company searches for a successor. The company also reaffirmed the third-quarter financial outlook it gave on August 6, 2025. The change in the top finance role matters to shareholders because it shifts responsibility for financial reporting, while the reaffirmed outlook offers continuity.
Sandeep Nayyar, CFO and principal accounting officer since 2010, resigns effective October 4, 2025; the filing says the resignation is not due to any disagreement with the company.
Robert Eric Verity, 59, Senior Director of Finance since March 2018, becomes interim CFO and principal accounting officer upon Nayyar's resignation.
Verity's annual base salary is $351,822; his 2025 awards include 2,008 RSUs valued at $96,280 and target PSUs valued at $48,294.
The company reaffirmed its third-quarter outlook first provided on August 6, 2025.
StandardAero announced on September 22, 2025 that Gregory Krekeler will become President, Component Repair Services, succeeding Kimberly Ashmun, who will stay with the company through the end of 2025 to support the transition. The company also confirmed its full-year 2025 guidance, first released on August 13, 2025, which signals no change to its outlook. The filing does not give terms for Ms. Ashmun's planned transition agreement.
Gregory Krekeler appointed President, Component Repair Services, announced September 22, 2025
Kimberly Ashmun succeeded by Krekeler and will remain with the company through the end of 2025
Terms of Ms. Ashmun's transition agreement have not yet been determined
Company confirmed full-year 2025 guidance first released August 13, 2025
On September 19, 2025, HPE's HR and Compensation Committee raised the target goal levels for the company financial metrics in its fiscal 2025 annual incentive program for executive officers. The change reflects the Juniper Networks acquisition and about four months of fiscal 2025 operating as a combined company, and it includes an adjustment to the ARR target to match a new ARR calculation. The filing says all other incentive program terms are unchanged.
Committee action taken on September 19, 2025, changing financial performance targets only
Fiscal 2025 payouts are 80% based on HPE financial performance and 20% on individual management by objective goals
ARR now includes software license support and maintenance revenue, aligning with Juniper Networks' approach
All other annual incentive program terms remain unchanged
CNX Resources said CEO Nicholas DeIuliis will retire as chief executive on December 31, 2025, and that the board appointed CFO Alan Shepard to succeed him as President and CEO effective January 1, 2026. DeIuliis will stay on the board and remain a non-executive employee until February 2, 2026, and Shepard will join the board as the board expands from seven to eight directors.
Nicholas DeIuliis informed the company on September 17, 2025 of his plan to retire as CEO on December 31, 2025.
Alan Shepard, age 44, is currently President and CFO and will become President and CEO on January 1, 2026.
The board increased its size from seven to eight directors and elected Shepard as a member effective January 1, 2026.
Shepard's CEO compensation will be set by the Compensation Committee at a later date.
Toro disclosed that Amy Dahl, Vice President, International, notified the company on September 17, 2025 that she will leave effective September 30, 2025, to pursue other interests. The filing states her departure was not due to any disagreement with the company on operations, policies, or practices.
Amy Dahl, Vice President, International, is leaving the company
Notice given to the company on September 17, 2025; departure effective September 30, 2025
Company states the departure was not due to any disagreement on operations, policies, or practices
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