1,041 material Form 8-K filings that 824 companies we cover made with the SEC in November 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).
Sylvamo directors Karl Meyers and Mark Wilde resigned from the board effective November 5, 2025, after Atlas FRM LLC and affiliates delivered resignation notices and waived their right to recommend replacements. The filing says the Atlas cooperation period under the February 14, 2023 agreement will terminate on November 13, 2025, which ends the framework that governed those board seats.
Karl Meyers and Mark Wilde resigned from the Sylvamo board effective November 5, 2025.
Resignations were made under irrevocable letters tied to their initial board appointments under the Cooperation Agreement.
Atlas Group waived its right to recommend substitute directors for either seat.
The Cooperation Period is set to terminate on November 13, 2025.
Northrop Grumman's board elected John Greene, former chief financial officer of Discover Financial Services, as corporate vice president and CFO, effective January 7, 2026. Current CFO Ken Crews is stepping down from the role on that date and will serve in an advisory capacity until February 20, 2026. The company reaffirmed its 2025 guidance and 2026 outlook, so the change is a leadership transition with no stated change to financial targets.
John Greene, 60, was elected by the board on November 3, 2025; he will be CFO effective January 7, 2026, and report to CEO Kathy Warden.
Greene's base salary is $955,000, with a sign-on grant of Restricted Stock Rights valued at $2,000,000.
Crews remains CFO through January 7, 2026, then serves in an advisory role until February 20, 2026.
The company reaffirmed its 2025 financial guidance and 2026 outlook, first shared on its October 21 earnings call.
V2X, Inc. said it has appointed Daniel G. Demases as its new Chief Accounting Officer, replacing William B. Noon, effective December 5, 2025. The offer letter sets a $335,500 base salary and a target short-term cash incentive of 45% of base salary, and the company said it will recommend a $180,000 target long-term award for calendar 2026.
Daniel G. Demases succeeds William B. Noon as Chief Accounting Officer, effective December 5, 2025.
Annual base salary of $335,500; short-term cash incentive target of 45% of base salary, with a maximum of 90%.
For calendar 2026, a recommended long-term target award of $180,000, split 50% time-vesting restricted stock units and 50% performance stock units.
Mueller Water Products said CEO Marietta Zakas will retire as CEO and board member effective February 9, 2026, and President and COO Paul McAndrew will succeed her. Zakas will serve as a Senior Advisor through December 31, 2026 under a transition agreement, and the company also reported that it will release fourth quarter and fiscal 2025 results on November 7, 2025.
Paul McAndrew, President and COO since May 2024, becomes President and CEO on February 9, 2026, and will be nominated to the Board at the annual shareholders meeting.
McAndrew's letter agreement sets a base salary of $915,000, a target annual bonus of 100% of base salary and a target long-term incentive of 370% of base salary.
Zakas's transition agreement includes a prorated fiscal 2026 bonus, a performance-based RSU award with a $2,000,000 grant date value and benefits, subject to a release of claims.
Mueller's earnings conference call on fiscal fourth quarter and full-year 2025 results is set for Friday, November 7, 2025, at 10:00 a.m. ET.
Two National Health Investors board members, Robert G. Adams and Charlotte A. Swafford, notified the board on November 5, 2025, that they will leave the board in 2026. Both said their decisions were not due to any disagreement with the company on operations, policies or practices.
Robert G. Adams will not stand for reelection; his term ends at the 2026 annual meeting of stockholders.
Charlotte A. Swafford will retire from the board effective May 27, 2026, immediately before the 2026 Annual Meeting.
The filing states neither departure stemmed from a disagreement with the company.
Silgan Holdings elected Shawn C. Fabry as Executive Vice President and Chief Financial Officer effective November 6, 2025, as part of continued succession planning. Former CFO Kimberly Ulmer moved to Senior Vice President and Chief Accounting Officer, and Robert B. Lewis announced plans to retire as an employee effective March 31, 2026 while remaining a director.
Shawn C. Fabry, age 48, named CFO effective November 6, 2025; he most recently served as Senior Vice President, Corporate Development
Kimberly I. Ulmer, age 58, moved from CFO to Senior Vice President and Chief Accounting Officer
Robert B. Lewis to retire as Executive Vice President, Corporate Development and Administration effective March 31, 2026, and will continue as a director
Alexander G. Hutter, age 40, named Senior Vice President, Strategy and Investor Relations
Entergy's General Counsel and Executive Vice President, Marcus V. Brown, plans to retire in spring 2026 as part of a planned leadership transition. Effective December 1, 2025, he moves to the role of Executive Legal Advisor to the CEO, and the filing does not name a successor.
Marcus V. Brown intends to retire in spring 2026.
Effective December 1, 2025, he moves from General Counsel to Executive Legal Advisor to the CEO.
The change covers Entergy Corporation and its five operating company registrants.
The filing describes the change as a planned leadership transition and does not name a successor.
Whirlpool announced a broad senior leadership reshuffle, including a new Executive Vice President and Chief Financial Officer, Roxanne Warner, effective January 1, 2026. Chief Financial and Administrative Officer James Peters and North America President Alessandro Perucchetti will step down from their roles effective December 31, 2025. Leadership changes at this level and the filing's new pay terms for several executives are significant for shareholders to track.
Roxanne Warner, currently Executive Vice President Finance and Controller, becomes Executive Vice President and Chief Financial Officer effective January 1, 2026
James Peters steps down from his current role after 9 years effective December 31, 2025, and will continue as a non-executive executive vice president leading enterprise transformation
Juan Carlos Puente and Ludovic Beaufils are named Executive Presidents effective January 1, 2026, with base salaries of $780,000 each
Alessandro Perucchetti steps down as President, Whirlpool North America, effective December 31, 2025, and will remain in a full-time advisory role
CTS Corporation increased its board from seven to eight members and elected Kimberly MacKay to fill the new seat, effective November 5, 2025. MacKay is SVP, General Counsel and Corporate Secretary of West Pharmaceutical Services, Inc., and will serve on the Nominating, Governance and Sustainability Committee and the Technology and Transactions Committee.
Board size increased from seven to eight members effective November 5, 2025
Kimberly MacKay is SVP, General Counsel and Corporate Secretary of West Pharmaceutical Services, Inc.
MacKay will serve on the Nominating, Governance and Sustainability Committee and the Technology and Transactions Committee
The company will enter into an indemnification agreement with MacKay
DENTSPLY SIRONA said Chief Financial Officer Matthew E. Garth will leave the role effective November 5, 2025, and that the company has started a search for a successor. CEO Daniel T. Scavilla has been appointed interim principal financial officer for SEC filings, effective upon Garth's departure. The company said Garth's exit was not due to any disagreement over financial statements, internal controls, or accounting practices.
Matthew E. Garth ceases to serve as Executive Vice President and Chief Financial Officer effective November 5, 2025; decision made October 31, 2025
Daniel T. Scavilla, President and CEO, named interim principal financial officer, effective upon Garth's departure
Company has initiated a search for a permanent Chief Financial Officer; no new compensatory arrangements for Scavilla in the interim role
Company says the departure involved no disagreement on financial statements, internal controls, or accounting principles
Lantheus reported third quarter 2025 revenue of $384.0 million, up 1.4%, but GAAP diluted earnings per share fell 77.1% to $0.41 and adjusted EPS fell 25.3% to $1.27. The company also said CEO Brian Markison will retire effective December 31, 2025, with Chair Mary Anne Heino named Executive Chair and later interim CEO.
Q3 2025 revenue $384.0 million, up 1.4%; PYLARIFY sales $240.6 million, down 7.4%
Q3 GAAP diluted EPS $0.41 vs. $1.79 a year earlier; adjusted diluted EPS $1.27 vs. $1.70
FY2025 revenue guidance raised to $1.49 billion-$1.51 billion from $1.475 billion-$1.51 billion; adjusted EPS guidance $5.50-$5.65 vs. $5.50-$5.70
Markison retires December 31, 2025; Heino becomes Executive Chair November 7, 2025 and interim CEO January 1, 2026; President Paul Blanchfield leaves November 7, 2025
CarMax terminated CEO William Nash, effective December 1, 2025, and named director David McCreight interim president and CEO, with Chair Tom Folliard becoming interim executive chair. The company also gave preliminary fiscal third-quarter figures, including comparable store used unit sales down 8%-12% and net earnings per diluted share of $0.18-$0.36, a range that includes $0.09 of non-recurring expenses. A permanent CEO search is underway.
Nash's employment ends and he leaves the board effective December 1, 2025; the board cites no disagreement over operations, policies or practices.
McCreight will receive a $1,200,000 annual base salary and RSUs with a $3,600,000 grant date fair value as interim CEO.
Preliminary Q3 outlook: comparable store used unit sales down 8%-12%; net EPS $0.18-$0.36, including $0.09 of non-recurring expenses.
Marketing spend is expected to rise materially year-over-year in Q3; full Q3 results are due December 18, 2025.
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.