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).
Air Products director Lisa A. Davis, a board member since March 2020, told the company on November 23, 2025 that she will not stand for re-election and will retire when the 2026 Annual Meeting of Shareholders concludes. The filing states there were no disagreements with the company over operations, policies or practices behind her decision, which cites personal reasons, so it signals no governance dispute.
Davis notified the company on November 23, 2025 that she will retire from the board for personal reasons.
The 2026 Annual Meeting of Shareholders is scheduled for January 28, 2026.
Davis will remain Chair of the Management Development and Compensation Committee until that meeting.
The company states there were no disagreements with Davis over operations, policies or practices.
Chipotle elected Josh Weinstein, Chief Executive Officer of Carnival Corporation & plc, to its Board effective November 25, 2025, and placed him on the Nominating and Corporate Governance Committee. The board size was expanded to ten directors to accommodate the addition, with nine of the ten described as independent.
Weinstein elected to the board effective November 25, 2025; the board was expanded to ten directors
He joins the Nominating and Corporate Governance Committee
Weinstein has been Carnival Corporation & plc CEO and a board member since 2022, and spent over 20 years at Carnival
He will receive the same non-employee director compensation described in Chipotle's 2025 proxy statement
Domino's Pizza disclosed that board member C. Andrew Ballard notified the company on November 19, 2025 of his resignation from the Board, effective immediately. The filing states the resignation is not the result of any disagreement with the company's operations, policies or practices, and it does not name a replacement.
Director C. Andrew Ballard resigned from the Board, effective immediately.
Notice of resignation was given to the company on November 19, 2025.
The filing states the resignation was not due to any disagreement with company operations, policies or practices.
The 8-K was signed November 25, 2025 by Ryan K. Mulally, EVP, General Counsel and Corporate Secretary.
Carter's, Inc. disclosed that Raghu Sagi, its Chief Information & Technology Officer, submitted his resignation on November 21, 2025, effective January 20, 2026. The filing does not state a successor or the reasons for the departure, and it contains no financial results.
Raghu Sagi resigned as Chief Information & Technology Officer on November 21, 2025.
Resignation takes effect January 20, 2026.
The filing does not name a successor or give a reason for the departure.
Fidji Simo, who had remained Chair after resigning as CEO and President, informed Instacart on November 21, 2025 that she will resign as Chair and as a director once the Board appoints a new Chair. The Board named Chris Rogers Chair on November 24, 2025, and reduced the Board from ten directors to nine. The filing says her resignation is not due to any disagreement with the Company.
Fidji Simo notified the Company of her resignation as Chair and director on November 21, 2025, effective upon appointment of a new Chair.
Chris Rogers was appointed Chair by the Board on November 24, 2025, succeeding Ms. Simo.
Board size reduced from ten directors to nine in connection with the resignation.
The filing states the resignation is not due to any disagreement with the Company or its operations, policies, or practices.
National Presto Industries' board elected David Peuse as chief financial officer on November 20, 2025, at an interim meeting. Peuse, who has been Treasurer since 2019, is an internal promotion and has been with the company since 1996. The filing gives no financial results or guidance, but a change in the CFO role is a significant governance event for shareholders.
Board elected David Peuse CFO on November 20, 2025, at an interim meeting
Peuse, 56, has been Treasurer since 2019 and joined the company in 1996 as Internal Auditor
He served as Controller from 2008 to 2019 and holds an active CPA license
Appointment announced in a press release dated November 21, 2025 (Exhibit 99.1)
VeriSign director Dr. Timothy Tomlinson, 75, submitted his resignation on November 21, 2025, citing personal reasons related to family and other business interests. The filing says the resignation did not result from any disagreement with the company, and the board expects to appoint a Lead Independent Director and reduce its size.
Resignation submitted November 21, 2025, by Dr. Timothy Tomlinson, age 75
Tomlinson had served on the board since the company's founding in 1995 and led its Audit Committee
Board expects to appoint a Lead Independent Director and decrease the size of the board
Filing states no disagreement with the company on operations, policies or practices
Keurig Dr Pepper appointed Anthony DiSilvestro as Chief Financial Officer effective November 25, 2025, replacing Sudhanshu Priyadarshi, who has left those roles and will serve as a senior advisor through April 7, 2026. A change in the top finance role is a significant leadership event, and the filing discloses DiSilvestro's pay package, including a $1,000,000 base salary and an $8,000,000 grant-date value for his restricted stock units.
Anthony DiSilvestro, 67, was CFO of Mattel, Inc. from June 2020 until May 2025 and CFO of Campbell Soup Company from May 2014 to September 2019
DiSilvestro receives a $1,000,000 annual base salary and a target bonus of 100% of base salary
One-time restricted stock unit grant with a grant date value of $8,000,000, vesting 67% on the second anniversary and 33% on the third anniversary of the grant date
Priyadarshi will receive up to $500,000 in advisory services fees, severance under the executive severance plan, and pro-rata vesting of equity awards
Rexford Industrial Realty said its Board named David Stockert, a former CEO of Post Properties, as an independent director effective January 1, 2026, expanding the Board from eight to nine members. He also joins the Audit Committee, and Debra L. Morris leaves that committee on the same date, with the Board shrinking to seven directors at the next annual meeting.
David Stockert appointed independent director effective January 1, 2026, and named to the Audit Committee; the Board determined he is an audit committee financial expert
Debra L. Morris will no longer serve on the Audit Committee effective January 1, 2026
Board to be reduced by two to seven directors at the next annual meeting, removing vacancies from the service of Michael S. Frankel and Howard Schwimmer
The filing reports no financial results, guidance or transaction figures
MACOM Technology Solutions promoted Robert Dennehy, who had been Senior Vice President, Operations, to the newly created role of Senior Vice President and Chief Operating Officer, effective November 25, 2025. The filing says the new position was created because of the company's growth, and Dennehy will continue to oversee global operations, manufacturing, and supply chain. The filing discloses his pay package but no financial results.
Robert Dennehy, age 52, appointed Senior Vice President and Chief Operating Officer effective November 25, 2025
Annual base salary of $525,000 with a target bonus of 90% of base salary and maximum of up to 200% of target
Promotion grants include restricted stock units valued at approximately $200,000, PRSUs with a target value of approximately $300,000, and rTSR restricted stock units with a target value of approximately $400,000
Dennehy has served as Senior Vice President, Operations, since October 2013; the full agreement will be filed with the Form 10-Q for the quarter ended January 2, 2026
Shake Shack said Chief Financial Officer Katherine Fogertey will step down effective March 4, 2026, and move into a Senior Advisor role immediately. The company is searching for a new CFO and has set up an Office of the CFO in the interim, while reiterating its fourth-quarter and fiscal 2025 guidance and its three-year targets.
Fogertey transitions to Senior Advisor now and leaves the CFO role effective March 4, 2026; the company says the change is not the result of any dispute over accounting or financial matters.
Under a Transition and Advisory Agreement dated November 20, 2025, she keeps her $618,000 base salary through the resignation date and receives 100% of her fiscal 2025 bonus; RSUs due July 15, 2026 and March 1, 2027 will vest on the resigna
She will not receive a fiscal 2026 bonus or fiscal 2026 RSU or PSU awards.
Fiscal 2025 guidance was reiterated, including total revenue of approximately $1.45 billion and Adjusted EBITDA of $210 million to $215 million; fourth-quarter revenue is expected at $406 million to $412 million.
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.