1,016 material Form 8-K filings that 804 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).
On November 22, 2025, Qorvo's Compensation Committee approved a retention bonus agreement for Chief Financial Officer Grant A. Brown, worth $986,226 in cash. The payment is tied to the planned merger with Skyworks Solutions and is designed to keep Mr. Brown employed through the deal. The filing does not change Qorvo's financial results, but it confirms that a key executive has a financial incentive to stay through closing.
Retention bonus totals $986,226 for CFO Grant A. Brown.
60% is payable at closing of the Skyworks merger; 40% is payable six months after closing.
Payments require continued employment, but are accelerated if Mr. Brown is terminated without cause or resigns for good reason before a payment date.
Full agreement will be filed as an exhibit to the Form 10-Q for the quarter ending December 27, 2025.
On November 26, 2025, ZoomInfo's board granted CEO and Chairman Henry Schuck a one-time performance-based stock option covering up to 9,678,000 shares at an exercise price of $13.54, which the company says is 140% of the stock's fair market value on the grant date. The option vests only if stock price and adjusted free cash flow per share goals are met, and the company says it will not grant Schuck other equity awards during the award's 10-year term.
Up to 9,678,000 shares at an exercise price of $13.54, described as 140% of fair market value on the November 26, 2025 Grant Date
Award is split into six equal tranches with stock price goals from $40.00 to $100.00 per share, each paired with an adjusted free cash flow per share goal from $2.50 to $5.00
Service-based vesting in one-third installments on the third, fourth and fifth anniversaries of the Grant Date, with the award's full terms in Exhibit 10.1
CTS Corporation said Senior Vice President Martin Baumeister resigned effective December 5, 2025, to pursue another opportunity, and Senior Vice President Pratik Trivedi was appointed chief operating officer effective the same date. The filing says the resignation was not due to any disagreement with CTS and that no material new compensation or equity was granted to Trivedi for the role, so the change is a leadership transition with no stated financial terms.
Martin Baumeister resigned as Senior Vice President, effective close of business December 5, 2025; notice given November 21, 2025
Pratik Trivedi, 46, appointed chief operating officer effective December 5, 2025
Trivedi joined CTS in April 2024; previously VP, North America, mobility business at Eaton Corporation plc
CTS states no material contract, compensation change or equity grant was made in connection with the COO appointment
Southwest Gas Holdings named Justin S. Forsberg as Senior Vice President and Chief Financial Officer, effective December 1, 2025, and signed a registration rights agreement with the Icahn Group, which holds shares under an October 2025 cooperation agreement. The filing also registers resale of Icahn-held common stock, and the company says it will not receive any proceeds from those sales.
Justin S. Forsberg, 50, becomes SVP and CFO effective December 1, 2025; he has been Vice President, Investor Relations and Treasurer since April 2024
Forsberg's annual salary rises to $500,000 effective December 1, 2025
Registration Rights Agreement dated November 26, 2025 gives the Icahn Group shelf, underwritten offering and piggy-back registration rights
A resale prospectus supplement registers shares held by selling stockholders; the company receives no proceeds
DigitalOcean said Chief Product and Technology Officer Bratin Saha will leave the company effective November 26, 2025, to pursue other opportunities, with the departure not tied to any disagreement with the company. The company also reaffirmed its fourth-quarter and full-year 2025 financial guidance first given in its November 5, 2025 third-quarter results release.
Bratin Saha, Chief Product and Technology Officer, notified the company of his resignation on November 20, 2025
Departure effective November 26, 2025; company says it is not due to any disagreement on operations, policies, or practices
Company reaffirmed Q4 and full fiscal year 2025 guidance from its November 5, 2025 press release
Kite Realty Group Trust said Chief Accounting Officer Dave Buell left his Senior Vice President role effective November 21, 2025, as previously announced. Joseph Schmid, who joined the company in October 2025, is serving as interim principal accounting officer and interim Chief Accounting Officer. The change is administrative in scope and the filing discloses no change to financial results or guidance.
Dave Buell resigned as Senior Vice President and Chief Accounting Officer, effective November 21, 2025; he first notified the company on September 29, 2025.
Joseph Schmid, 37, is interim principal accounting officer and interim Chief Accounting Officer.
Schmid was an Audit & Assurance Senior Manager at Deloitte & Touche LLP from August 2020 until joining Kite Realty in October 2025, with over 13 years of accounting and finance experience.
Exelon said Executive Vice President David Glockner, who oversees compliance, audit and risk, will leave the company effective January 1, 2026, with severance under the Senior Management Severance Plan. Responsibilities will shift to two current executives: CFO Jeanne Jones takes audit and risk, and Chief Legal Officer Colette Honorable takes compliance.
David Glockner, EVP Compliance, Audit and Risk, departs effective January 1, 2026
Glockner to receive benefits under the Senior Management Severance Plan for a termination other than for cause
Jeanne Jones to become EVP, Chief Finance Officer, Audit and Risk, in an expanded role
Colette Honorable to become EVP, Chief Legal Officer, Compliance and Corporate Secretary, in an expanded role
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)
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
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.
Ross Stores said Executive Chairman Michael Balmuth will step down on January 31, 2026, and retire from the Board at that time. Independent director K. Gunnar Bjorklund, who has served on the Board since 2003 and as Lead Independent Director since 2023, will succeed him as Chairman on February 1, 2026. The filing describes this as a planned leadership succession and does not include any financial results or guidance.
Michael Balmuth remains Executive Chairman through January 31, 2026, then serves as Senior Advisor from February 1 through March 31, 2026
Balmuth will also retire from the Board when he steps down as Executive Chairman
K. Gunnar Bjorklund becomes Chairman of the Board effective February 1, 2026; he has been a director since 2003
The Company anticipates authorized Board seats will fall by one, to ten
Halozyme said Chief Financial Officer Nicole LaBrosse will stay in the role until the earliest of a new CFO's hiring, March 30, 2026, or an earlier date the company sets, and then leave for a new professional opportunity. Under a Transition and Release Agreement dated November 18, 2025, she is eligible for severance and equity and benefit treatment tied to a termination without cause, which shareholders can review in the company's 10-K for 2025.
CFO Nicole LaBrosse will serve until the earliest of a new CFO being hired, March 30, 2026, or an earlier date set by the company
Transition and Release Agreement dated November 18, 2025, conditioned on her compliance and a release of claims
Benefits include a 2025 annual bonus at 120% of target and severance equal to base salary, plus a pro-rated 2026 target bonus if she separates in 2026
Health coverage under COBRA paid by the company for one year after the separation date; full agreement to be filed with the 10-K for 2025
Brixmor Property Group said CEO James M. Taylor Jr. will retire as CEO and as a board member effective January 1, 2026. The board appointed Brian T. Finnegan, the company's President and Chief Operating Officer and current interim CEO, to succeed him as permanent CEO and board member on the same date, under a new employment agreement that runs through December 31, 2028.
Taylor notified the company on November 19, 2025 that he will retire as CEO and from the board effective January 1, 2026.
The board appointed Finnegan, age 45, as CEO and a board member effective January 1, 2026; he will also keep the title of President.
Finnegan's new employment agreement sets a minimum base salary of $900,000 and a minimum target annual equity award of $3,000,000, starting with the 2026 grant.
Board Chair Sheryl M. Crosland said the appointment reflects execution of the CEO succession plan.
Kohl's Board appointed Michael J. Bender as Chief Executive Officer on November 23, 2025, effective that day, after he had served as interim CEO since May 1, 2025. The filing sets out his pay, including a $1,475,000 base salary and a long-term incentive target of no less than $9,500,000, which shareholders can review in the exhibits.
Appointment effective November 23, 2025; Bender had served as interim CEO since May 1, 2025
Annualized base salary of $1,475,000 with Annual Incentive Plan target of 175% of base salary
Annual long-term incentive target of no less than $9,500,000, with equity awards beginning spring 2026
Bender remains on the Board and its Finance Committee; Q3 earnings are due November 25, 2025
Prologis, Inc. announced that Damon Austin will become Chief Development Officer effective January 1, 2026. Austin, age 47, has been Managing Director and Global Head of Customer Led Development since January 1, 2023, and has been with the company since 2015.
Damon Austin named Chief Development Officer, effective January 1, 2026
Austin, age 47, currently serves as Managing Director, Global Head of Customer Led Development
Austin joined Prologis in 2015 and previously led Customer Led Development of the Americas (2021 to 2023) and Capital Deployment West Region (2018 to 2021)
Labcorp's Board of Directors appointed Victor Bulto, President of Novartis U.S. and a member of the Novartis Executive Committee, as a director effective December 1, 2025. The filing describes the appointment as a board addition and includes no financial results, guidance, or changes to executive roles.
Board appointment made on November 20, 2025, effective December 1, 2025
Bulto has served as President of Novartis U.S. and on the Novartis Executive Committee since April 2022
Bulto will receive director compensation under Labcorp's director compensation program described in the April 4, 2025 proxy statement
RB Global disclosed that Chief Technology Officer Nancy King departed the company on November 20, 2025. Chief Operations Officer Steve Lewis will lead the technology organization and has taken over Ms. King's responsibilities on an interim basis.
Nancy King, Chief Technology Officer, departed on November 20, 2025
Steve Lewis, Chief Operations Officer, has assumed her responsibilities on an interim basis
The filing does not name a permanent successor or describe the reasons for the departure
Cracker Barrel director Gilbert Dávila resigned from the board effective immediately on November 20, 2025, and the board size was reduced from ten to nine members. The same day, shareholders approved an amendment to the 2020 Omnibus Incentive Plan at the annual meeting, and the inspector of election certified the final voting results on November 21, 2025. The filing does not give a reason for the resignation.
Gilbert Dávila resigned from the Board of Directors effective November 20, 2025; the filing gives no reason.
Board size reduced from ten to nine members.
Dávila was not among the nine directors elected: he received 6,716,130 for votes and 9,570,461 against.
Shareholders approved the 2020 Omnibus Incentive Plan amendment and say-on-pay (12,878,011 for, 3,325,141 against).
Kilroy Realty Corporation's board appointed Chandni Jalan as Senior Vice President and Chief Accounting Officer effective December 2, 2025, replacing Merryl Werber, who stays on as a senior advisor to the CFO through January 9, 2026. The company also adopted an Executive Severance Plan that sets severance terms for certain senior officers, including a larger payout tied to a change in control.
Chandni Jalan's base salary is $400,000, with a target annual cash bonus of 75% of base salary and a $30,000 signing bonus.
Jalan's 2026 annual equity award has a target grant date value of 100% of base salary.
Under the Severance Plan, a change-in-control termination pays 1.5 times base salary plus target bonus in a lump sum, versus 1 times in installments over 12 months otherwise.
Existing employment agreements for Justin Smart, Heidi Roth, and Eliott Trencher are set to expire March 1, 2026, and Jeffrey Kuehling's on March 1, 2027.
Sysco's Executive Vice President and Global Chief Operating Officer, Greg D. Bertrand, will transition to a non-executive senior advisor position effective January 1, 2026, in preparation for his retirement. He will retire when his advisor agreement expires, which runs at least nine months and is tied to a September 30, 2026 end date in certain cases. The filing discloses his advisor compensation, which matters to shareholders because it reflects the cost of a senior operating executive's succession.
Bertrand notified Sysco of the transition on November 17, 2025; it takes effect January 1, 2026.
Advisor agreement runs at least nine months and provides a $443,500 annual base salary and a one-time $250,000 cash award.
Bertrand will not be eligible for bonus programs or new long-term equity awards, except a pro-rated Annual Incentive Plan cash bonus for the first half of fiscal 2026.
If Sysco ends the role before September 30, 2026 for reasons other than cause, Bertrand remains employed and paid through that date.
Lululemon said President of the Americas and Global Guest Innovation Celeste Burgoyne will leave the company, with her employment ending December 31, 2025. The board appointed André Maestrini, its executive vice president of international, as president and chief commercial officer, effective immediately, in a newly created role overseeing all regions, stores and digital channels globally.
Celeste Burgoyne resigned, notified the company November 17, 2025; employment ends December 31, 2025
André Maestrini appointed president and chief commercial officer effective November 21, 2025, reporting to CEO Calvin McDonald
Maestrini's employment agreement sets a base salary of $950,000 plus bonus eligibility tied to performance goals
Maestrini has been executive vice president of international since January 2021 and previously spent 14 years at adidas
BankUnited said former Chief Financial Officer Leslie Lunak stepped down on November 10, 2025, and will serve as Executive Advisor until January 2, 2026, then as a non-employee Special Advisor through December 31, 2027, under a transition letter dated November 19, 2025. The change in the top finance role is significant for shareholders, though the filing does not report financial results or name a successor.
Lunak stepped down as CFO on November 10, 2025; her Executive Advisor role runs through January 2, 2026.
From January 3, 2026 to December 31, 2027, she serves as a non-employee Special Advisor.
Her outstanding performance share units remain eligible to vest on actual performance, and she agreed to non-compete and non-solicitation covenants through December 31, 2027.
Certain payments are conditional: if the company terminates her without cause before January 2, 2026, she keeps equity vesting and her 2025 incentive award, subject to compliance.
Airbnb said Chief Technology Officer Aristotle Balogh will leave the role in December 2025. He has agreed to stay through at least February 2026 in a non-executive advisory capacity to help with the transition. The change is a senior technology leadership departure, but the filing gives no named successor and no financial figures.
Aristotle Balogh notified Airbnb of his departure on November 18, 2025.
He will leave the Chief Technology Officer role in December 2025.
He will remain at the company through at least February 2026 in an advisory, non-executive capacity.
The company said he served seven years, and the filing names no successor.
Vail Resorts appointed Celeste Burgoyne, currently President, Americas and Global Guest Innovation at lululemon, as Executive Vice President and Chief Revenue Officer, effective January 26, 2026. The filing sets out her pay package, including a $900,000 base salary and a $700,000 sign-on bonus, and describes severance terms that would apply if she is terminated without cause.
Effective date of appointment is January 26, 2026; she will oversee marketing, the guest journey and digital experience, and be directly responsible for the majority of Vail Resorts' revenue.
Initial base salary of $900,000, a one-time sign-on cash bonus of $700,000, and a Sign-On Grant of RSUs valued at $2,150,000 plus $2,834,000.
Target annual incentive of 75% of base salary and a target annual long-term incentive grant of approximately $3,425,000.
Severance of the greater of policy amounts or 12 months of base salary, subject to a general release of claims.
Constellation Energy said senior leadership changes will take effect when its acquisition of Calpine closes, which is expected in the fourth quarter of 2025, subject to Department of Justice clearance. Shane Smith, currently Senior Vice President, Treasury and Credit, will become Executive Vice President and Chief Financial Officer, replacing Daniel Eggers in that role. The filing does not include any financial results or guidance.
Shane Smith becomes Executive Vice President and Chief Financial Officer at the Calpine closing, with a $725,000 base salary and an 85% annual incentive target.
Daniel Eggers moves from Chief Financial Officer to Senior Executive Vice President, Finance and Data Economy.
Kathleen Barrón plans to retire in mid-2026 and will serve as Executive Vice President and Senior Advisor to the CEO after the Calpine closing.
Andrew Novotny of Calpine will become Senior Executive Vice President, Constellation Power Operations, and will also serve as President and CEO of Calpine.
Citi's board appointed Gonzalo Luchetti, currently Head of U.S. Personal Banking, as Chief Financial Officer effective in early March 2026, replacing Mark Mason, who becomes Executive Vice Chair and Senior Executive Advisor to CEO Jane Fraser. The change comes alongside a reorganization of Citi's U.S. retail businesses, and it sets up the new CFO ahead of Citi's Investor Day on May 7, 2026.
Gonzalo Luchetti will become CFO in early March 2026, following the filing of Citi's 2025 year-end financial reports.
Mark Mason, CFO since 2019, will become Executive Vice Chair and Senior Executive Advisor to Chair and CEO Jane Fraser and intends to pursue outside leadership opportunities by the end of 2026.
Retail Banking will be integrated into the Wealth business under Kate Luft, reporting to Andy Sieg.
U.S. Consumer Cards becomes a standalone business led by Pam Habner, who will join the Executive Management Team.
Corsair Gaming said Gordon Mattingly, former CFO of Universal Audio, will become Chief Financial Officer effective December 2, 2025, succeeding Michael G. Potter, who will leave the company effective December 31, 2025. Potter will serve as a senior advisor during the transition and then provide consulting services through March 31, 2026. A CFO change is a significant leadership transition, and the filing also sets out pay and severance terms for both executives.
Gordon Mattingly appointed CFO effective December 2, 2025, with a base salary of $525,000 and a target bonus of 70% of salary.
Michael G. Potter resigns as CFO effective December 2, 2025 and departs December 31, 2025.
Potter's consulting period runs January 1, 2026 through March 31, 2026, with accelerated vesting of certain equity awards on March 31, 2026 if conditions are met.
Mattingly's one-time initial equity awards include $1,000,000 each in RSUs, PSUs and options, subject to Compensation Committee approval.
Everest Group said Elias Habayeb, currently CFO of Corebridge Financial, will become Executive Vice President and Group Chief Financial Officer effective on or about May 1, 2026. CFO Mark Kociancic will retire after the first quarter 2026 reporting cycle and stay on as a special advisor during a transition period.
Elias Habayeb has been Corebridge Financial's EVP and CFO since September 2022; he previously held CFO roles at AIG divisions.
Habayeb's filing lists a $910,000 base salary, a 175% target bonus and a 275% target equity award as a percentage of salary.
Sign-on items include $4.9 million in target-value RSUs, $2.5 million in 2026 RSUs, and cash payments of $500,000, $1.5 million and $1.3 million.
Kociancic will retire after the first quarter 2026 reporting cycle, after five years of service.
NOV Inc. said Chairman and CEO Clay Williams will resign from the board effective January 1, 2026 and retire February 28, 2026. President and COO Jose Bayardo will succeed him as Chairman, President and CEO on January 1, 2026, with a base salary increase to $950,000 and his target bonus raised to 125% of salary. The change is a planned CEO succession, and the filing states no dispute with the board led to the resignation.
Clay Williams resigns from the board effective January 1, 2026 and retires February 28, 2026; he will advise the company until retirement.
Jose Bayardo, 54, becomes Chairman, President and CEO effective January 1, 2026; he has been President and COO since March 2025.
Bayardo's base salary rises to $950,000 and his target bonus rises from 100% to 125% of base salary, effective January 1, 2026.
Bayardo joined NOV in 2015 as Senior Vice President and CFO; the filing states Williams' resignation is not due to any dispute with the company or board.
Eaton said its Executive Vice President and Chief Financial Officer, Olivier Leonetti, will leave the company on April 1, 2026, as part of a planned transition, and he will remain in his role until a successor is named. The company is running a search, with a third-party firm, for a new CFO and will announce a successor when the search concludes. Eaton also reaffirmed its full-year 2025 guidance, which matters to shareholders because it signals no change to the outlook alongside the leadership change.
CFO Olivier Leonetti informed the company on November 14, 2025, of his intention to leave on April 1, 2026
Leonetti will continue in his current role until a successor is named
Eaton re-affirmed full-year 2025 guidance, as provided on its Q3 earnings call
Leonetti joined Eaton in January 2024, after almost five years on the board
Palo Alto Networks appointed Mark Goodburn, former Chairman and Global Head of Advisory of KPMG International, as a director, and he will chair the Audit Committee. Director Mary Pat McCarthy, who had chaired the Audit Committee, will retire effective January 23, 2026. The filing covers board composition and committee leadership only and contains no financial results.
Mark Goodburn appointed to the Board on November 18, 2025, as a Class I director with a term expiring at the 2027 annual meeting, and named Audit Committee chair
Initial restricted stock unit award valued at approximately $1,000,000, expected to be granted on or around December 10, 2025
Mary Pat McCarthy stepped down as Audit Committee chair effective November 18, 2025 and retires from the Board effective January 23, 2026, citing strictly personal reasons
Gilead Sciences disclosed that Deborah H. Telman will no longer serve as Executive Vice President, Corporate Affairs and General Counsel effective December 5, 2025, with her employment ending later in the month. The filing does not give a reason for the departure or name a successor, so shareholders have no information yet on how the change will affect the company's legal and corporate affairs functions.
Deborah H. Telman leaves the role of Executive Vice President, Corporate Affairs and General Counsel effective December 5, 2025.
Her employment with the company will terminate later in November 2025, according to the filing.
The filing does not name a successor or state the reason for the departure.
Rexford Industrial's board named Chief Operating Officer Laura Clark as chief executive effective April 1, 2026, succeeding co-CEOs Michael Frankel and Howard Schwimmer, who depart on March 31. Clark joined the board on November 17, 2025, increasing it to eight directors. The company also outlined capital allocation and cost-reduction plans after constructive engagement with Elliott Investment Management, which shareholders may watch as Clark takes over.
Laura Clark, COO since 2024 and CFO from 2020, becomes CEO effective April 1, 2026 and joined the board effective November 17, 2025.
Co-CEOs Michael Frankel and Howard Schwimmer each receive a restricted stock award with a fair market value of $22,590,000, plus a $62,500 cash payment for continued board service.
The company will add a new independent director by the end of 2025 and projects 2026 G&A of $57 million to $62 million, with $20 million to $25 million of additional net G&A savings.
Item 5.02 gives the departure date as March 31, 2025, while the press release gives March 31, 2026.
ONE Gas said Board Chair John Gibson, 73, will retire from the board and as chair effective May 21, 2026, immediately after the annual shareholder meeting. The board elected director Deborah A. P. Hersman, 55, to succeed him as chair on the same effective date, and the board will shrink to eight members after Gibson leaves. The filing describes the retirement as not due to any disagreement with the company, so the change is a planned leadership transition rather than a shift in operations.
John W. Gibson, 73, has served on the board since 2014 and as chair since the company's 2014 inception; he retires effective May 21, 2026.
Deborah A. P. Hersman, 55, was elected chair on November 18, 2025, effective May 21, 2026; she has been a director since June 2023.
Hersman chairs the Corporate Governance Committee and previously led the National Transportation Safety Board.
Board size will be reduced to eight after Gibson's retirement.
Power Integrations said it will appoint Nancy Erba as chief financial officer, principal financial officer and principal accounting officer when she starts on January 5, 2026. Erba, 59, was CFO of Infinera Corporation from August 2019 to February 2025 and previously served as CFO of Immersion Corporation. Interim CFO Robert Eric Verity will step down from that role on her start date and return to his position as Senior Director of Finance, which ends the interim arrangement for shareholders.
Start date for Erba is currently scheduled for January 5, 2026
Base salary of $500,000, plus a $3 million RSU award vesting over four years and a $2 million target PRSU award
Target annual PSU award pro-rated from a full-year value of $425,000 for 2026
Board's Talent and Compensation Committee adopted a 2025 Inducement Award Plan on November 14, 2025, reserving 350,000 shares without stockholder approval
PVH Corp. said Chief Financial Officer Zachary Coughlin will leave on December 31, 2025, to pursue an opportunity in another industry, and that Melissa Stone, EVP Global Financial Planning & Analysis, will serve as interim CFO while the company searches for a successor. The company also reaffirmed its third quarter and full year 2025 revenue and earnings guidance on a non-GAAP basis, as previously announced on August 26, 2025.
CFO Zachary Coughlin departs December 31, 2025; the company has begun a global search for a successor
Melissa Stone, age 47, to serve as interim CFO and interim principal financial officer, with a $20,833 monthly base salary increase starting January 1, 2026
Stone to receive a one-time restricted stock unit grant valued at $200,000 and a one-time $300,000 cash bonus tied to the successor's start date
PVH reaffirmed third quarter and full year 2025 non-GAAP revenue and earnings guidance; Q3 results call set for 9:00 A.M. ET on December 4, 2025
First Interstate BancSystem said Executive Vice President and Co-Chief Banking Officer Lorrie Asker stepped out of that role effective November 14, 2025, moving to an executive advisor role to the CEO through the end of the first quarter of 2026. Chris Shepler, the other Co-CBO, was appointed sole Chief Banking Officer under a new employment agreement with a $480,000 base salary. The change consolidates banking leadership under one executive, and the filing does not discuss financial results.
Lorrie Asker's Co-CBO role ended November 14, 2025; her advisory role is expected to run through the end of Q1 2026 unless ended earlier
Chris Shepler appointed sole Chief Banking Officer on November 14, 2025, with an initial base salary of $480,000
Shepler received performance-based restricted stock units with a grant date value of $50,000
Shepler's severance if terminated without cause or for good reason is one times base salary plus one times his average annual cash incentive over the prior three years; if within 18 months after a change in control, two times base salary pl
ATI Inc. said its Board appointed President and CEO Kimberly A. Fields as Board Chair, effective May 14, 2026, at the company's Annual Meeting of Stockholders. Robert S. Wetherbee, currently Executive Chairman, will retire as Executive Chairman and as a board member at that time. The filing combines the CEO and Chair roles in one person, which changes the company's leadership structure.
Kimberly A. Fields, President and CEO since July 1, 2024, will become Board Chair effective May 14, 2026
Robert S. Wetherbee will retire as Executive Chairman and as a Board member at the same time
The Board named Lead Independent Director Brett Harvey as the company's spokesperson on the change, with no financial figures disclosed
Sirius XM Holdings named Zac Coughlin, currently CFO of PVH Corp., as Executive Vice President and Chief Financial Officer effective January 1, 2026, succeeding Thomas Barry, who steps down effective the end of December 31, 2025. The company also reaffirmed its full-year 2025 guidance given on October 30, 2025.
Coughlin's employment agreement runs through December 31, 2028, with a $1,000,000 base salary and a 150% annual target bonus.
Coughlin receives a $1,000,000 cash sign-on bonus and RSU grants of $2,000,000 and $4,000,000, plus an expected $2,000,000 performance-based RSU grant for 2026.
Barry will serve in an advisory role and receive his current salary and benefits from January 1, 2026 through February 1, 2026.
The company reaffirmed its full-year 2025 guidance provided on October 30, 2025.
Papa John's promoted Ravi Thanawala from CFO and EVP, International to CFO and President, North America, effective November 18, 2025, while keeping his role as principal financial officer. Chief Restaurant and Global Development Officer Joe Sieve departed effective November 17, 2025, and the company's International business moves to Chris Lyn-Sue.
Ravi Thanawala named CFO and President, North America, effective November 18, 2025; base salary rises to $700,000 from $675,000
Annual cash incentive target increased to 100% of base salary from 75%
Joe Sieve, Chief Restaurant and Global Development Officer, departed effective November 17, 2025; severance is subject to a release of claims
Chris Lyn-Sue promoted to Senior Vice President, General Manager of International
Calix, Inc. said its board appointed Chief Customer Officer John Durocher as chief operating officer, effective November 16, 2025. Jonathan Lindsell, currently senior vice president of Field and Success, takes over as chief customer officer and will report to Durocher.
Board appointed John Durocher, age 58, on November 13, 2025, effective November 16, 2025
Durocher has been Chief Customer Officer since joining Calix in March 2023, and previously served at Salesforce from 2006 to February 2023
Jonathan Lindsell named chief customer officer and will oversee the customer success function
Durocher's compensation is unchanged and continues under the existing executive compensation program in the March 27, 2025 proxy statement
Kaiser Aluminum said Executive Vice President – Manufacturing Jason D. Walsh is taking leave for health reasons effective November 17, 2025, and Thomas H. Robb has been appointed Senior Vice President – Manufacturing to assume his role. The filing contains no financial results, and the company did not state a duration for Walsh's leave.
Jason D. Walsh notified the company on November 14, 2025 of his leave for health reasons, effective November 17, 2025.
Thomas H. Robb, age 50, joined the company in August 2024 and previously served as Vice President – Finance and Packaging.
Robb has more than 20 years of combined international aluminum and metals experience, according to the press release.
Hexcel said Chief Financial Officer Patrick Winterlich will leave effective November 30, 2025, to pursue another professional opportunity. The board named Michael C. Lenz, former FedEx chief financial officer, as Executive Vice President and Interim Chief Financial Officer, and the company continues to search for a permanent successor.
Winterlich's resignation is effective November 30, 2025.
Lenz joins Hexcel on November 19, 2025, and will serve as principal financial officer on a temporary basis.
Lenz will receive a base salary of $65,000 per month for a minimum of three months, with a cash bonus target of 85% of base salary.
Lenz was Executive Vice President and Chief Financial Officer of FedEx Corp. from September 2020 through July 31, 2023.
Ventas, Inc. disclosed that Peter J. Bulgarelli, Executive Vice President of Outpatient Medical & Research and CEO of Lillibridge Healthcare Services, plans to retire on May 1, 2026, and will remain in his role until then. The company will search for a successor and says the advance notice gives time for an orderly transition of his duties.
Peter J. Bulgarelli plans to retire effective May 1, 2026, and remains in his role through that date.
Ventas will commence a search process to identify a successor.
Bulgarelli oversees the Outpatient Medical & Research and Triple-Net Leased Healthcare businesses and Lillibridge Healthcare Services; he joined Ventas in 2018.
Watts Water Technologies removed Chief Financial Officer Ryan Lada on November 15, 2025, after he resigned to pursue another opportunity, and appointed Diane McClintock, a company veteran since 2010, as CFO the same day. The company says Lada's departure is for personal reasons and not related to its business, accounting practices or financial statements.
Ryan Lada gave notice on November 14, 2025 and was removed as CFO by the board on November 15, 2025.
Diane McClintock, age 58, was appointed CFO on November 15, 2025, effective immediately; she previously served as Senior Vice President, FP&A and Investor Relations.
McClintock's initial base salary is $515,000, with a target bonus of 70% of base salary under the Executive Incentive Bonus Plan.
MSCI said President and COO C.D. Baer Pettit will retire. He stepped down as COO effective November 12, 2025, and remains President and a board member until March 1, 2026, when he will also leave the board and advise the company through the third quarter of 2026. Chairman and CEO Henry Fernandez will take the President title, with no change to his compensation, and the board will shrink from twelve to eleven directors.
Pettit ceased serving as COO effective November 12, 2025, and will leave the President role and board on March 1, 2026.
Henry A. Fernandez, Chairman and CEO, becomes President effective March 1, 2026, with no change to his compensation.
The board size is reduced from twelve to eleven directors effective March 1, 2026.
Alvise Munari was named Head of Client Segments in addition to Chief Product Officer; Jorge Mina was named Chief Operating Officer in addition to Head of Analytics.
Lennar co-Chief Executive Officer and President Jonathan Jaffe will retire and resign from the board effective December 31, 2025, after notifying the board on November 12, 2025. The company does not plan to replace his role, and Stuart Miller will continue as Executive Chairman and Chief Executive Officer. The filing does not include financial results, but the change removes a senior leadership position and reduces the board from ten to nine members.
Jaffe, who joined Lennar in 1983 and has been co-CEO and president since September 2023, retires effective December 31, 2025
Lennar does not intend to seek a replacement for Jaffe's position at this time
Board plans to reduce its size from ten members to nine, effective December 31, 2025
Miller remains Executive Chairman and becomes sole Chief Executive Officer; the company said the timing reflects the need to remake its organizational and cost structure
Insight Enterprises said CEO Joyce Mullen will step down as President and CEO and leave the Board once the Board elects her successor. Under a new employment agreement dated November 7, 2025, she will remain as Executive Vice President, Strategic Development, through March 31, 2028, with a $300,000 annual base salary starting April 1, 2026, or upon her later transition.
Joyce Mullen retires as President and CEO and from the Board, effective when the Board elects her successor
New employment agreement dated November 7, 2025 makes her Executive Vice President, Strategic Development through March 31, 2028
Annual base salary of $300,000 beginning April 1, 2026, or upon her later transition to the EVP role
The filing does not name a successor; the full agreement will be filed with the 10-K for the year ending December 31, 2025
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