924 material Form 8-K filings that 737 companies we cover made with the SEC in January 2026, 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).
CNO Financial Group's board appointed Linda T. Gibson as an independent director effective January 15, 2026, increasing the board to ten members. She joins the Audit and Enterprise Risk Committee and the Investment Committee, and her director pay will follow the company's standard non-employee director arrangements, prorated from her start date.
Linda T. Gibson appointed independent director on January 15, 2026; board size rises to 10
Gibson named to Audit and Enterprise Risk Committee and Investment Committee
Gibson formerly chaired and led PGIM Quantitative Solutions, 2021 to 2025
Company expects to sign an indemnification agreement with Gibson
Toast appointed Rossana Niola, formerly an Assistant Corporate Controller at Mastercard, as Chief Accounting Officer, with her employment expected to start January 26, 2026, and as principal accounting officer effective March 2, 2026. Interim officer Ms. Gomez will step down from those interim roles and remain President and Chief Financial Officer.
Rossana Niola (46) appointed Chief Accounting Officer; principal accounting officer role effective March 2, 2026
Base salary of $400,000, a one-time sign-on bonus of $175,000, and a 40% annual target bonus
Expected equity grants of $1.5 million in restricted stock units and $1.5 million in stock options, vesting over four years
Ms. Gomez ceases interim accounting roles and continues as President and Chief Financial Officer
SEI Investments signed a new employment agreement with CEO Ryan Hicke dated January 13, 2026, replacing his prior agreement, which was set to expire June 1, 2026. The new term runs to June 1, 2031, with an initial $900,000 base salary and a $2,700,000 target cash bonus. The filing also sets out severance terms, including enhanced benefits if he leaves for good reason within 24 months after a change in control.
Initial annual base salary of $900,000, which can be increased but not decreased during the term
Initial annual target cash bonus of $2,700,000, based on individual and/or company performance
Term runs until June 1, 2031; prior agreement was set to expire June 1, 2026
Severance on termination without cause: 1.5 times base salary and 1.5 times annual bonus, paid over 18 months
Pinnacle Financial Partners amended the letter agreement with Chief Banking Officer Robert A. McCabe Jr., changing the form but not the $5,890,000 total of his compensation opportunity. The company also agreed to pay Harold R. Carpenter $2,000,000 in exchange for a non-compete and non-solicitation covenant running from January 1, 2026 to January 1, 2027.
McCabe's total compensation opportunity stays at $5,890,000, with base salary set at $3,465,000 and target annual bonus at $2,426,000.
Carpenter's restrictive covenant payment is $2,000,000 less withholdings, paid in two equal installments.
The second Carpenter installment is due on or immediately after January 1, 2027; repayment or forfeiture applies if he breaches the non-compete.
Both agreements are dated January 14, 2026, and the filing was signed January 15, 2026.
AppFolio's board cut its size from nine to seven directors and elected Saori Casey as a Class II director, effective February 12, 2026, to fill an existing vacancy. Casey is currently CFO of Sonos, Inc., and the board deemed her independent under Nasdaq and SEC rules.
Board reduced from nine to seven directors; Casey fills the existing vacancy
Casey's election is effective February 12, 2026, and she serves until the 2026 Annual Meeting
Casey will receive the same non-employee director compensation and equity awards as other directors
Casey has been CFO of Sonos, Inc. since January 2024 and previously held finance roles at Apple and Cisco
Ralph Lauren said its board elected Cesar Conde, Chairman of NBCUniversal News Group, as a Class B director effective January 15, 2026, and increased the board from eleven to twelve members. The filing discloses no financial results or guidance, so the appointment's direct effect on shareholders is limited to board composition.
Cesar Conde elected as a Class B director effective January 15, 2026, serving until the 2026 Annual Meeting of Stockholders
Board size increased from eleven to twelve members
Conde also serves on the Walmart and PepsiCo boards and will receive the same compensation as other non-employee directors
Lakeland Financial Corporation said Donald J. Robinson-Gay was appointed Executive Vice President and Chief Credit Officer of the company and Lake City Bank, effective January 14, 2026. He had already served as the bank's Chief Credit Officer since January 30, 2023, so the change is a title promotion within the bank's credit division. The filing does not disclose a new salary figure, and the change does not involve the CEO or CFO.
Effective date: January 14, 2026; he previously held the Senior Vice President and Chief Credit Officer role from January 30, 2023
He joined Lake City Bank in 2018 and was named Senior Vice President and Regional Credit Officer on July 14, 2020
On January 14, 2026, the company entered a Change in Control Agreement with him, filed as Exhibit 10.1
The press release dated January 15, 2026 is filed as Exhibit 99.1; the 8-K spells his surname both as Robinson-Day and Robinson-Gay
Under Armour said Chief Product Officer Yassine Saidi will leave the role on February 2, 2026, and will serve as Special Advisor, Design and Expression through February 2027 under a consulting agreement. In the same announcement, Kara Trent was named Chief Merchandising Officer and Adam Peake was named President, Americas, both effective February 2.
Yassine Saidi, Chief Product Officer and a named executive officer, steps down February 2, 2026
Saidi's consulting agreement runs through February 2027 and he is expected to receive approximately $375,000 per quarter
Kara Trent named Chief Merchandising Officer; Adam Peake named President, Americas, effective February 2
STAAR Surgical entered a cooperation agreement with Broadwood Partners, its largest stockholder, which owns 31% of common stock. Under the deal, the board expanded from six to seven, CEO Stephen Farrell and director Elizabeth Yeu resigned, and three Broadwood-linked nominees joined the board. The company also said it is no longer in compliance with Nasdaq's three-member audit committee rule and intends to use a cure period.
Farrell's CEO service ends January 31, 2026, or earlier if the board decides; he will serve as a consultant for one year at $45,000 per month
Farrell is eligible for 18 months of base salary and insurance premium reimbursement, subject to a general release
Yeu's resignation leaves the audit committee below the three-independent-director minimum; the company notified Nasdaq on January 14, 2026
Broadwood agreed not to request a special stockholder meeting until June 18, 2026
Genuine Parts Company said non-executive Chairman Paul D. Donahue will retire from the board at the end of his term at the 2026 annual shareholder meeting. The board has appointed CEO Will Stengel as chairman effective upon Donahue's retirement, so Stengel will hold the combined Chairman and CEO roles, which consolidates leadership at the top of the company.
Paul D. Donahue, non-executive Chairman, retires from the board at the end of his term at the 2026 annual shareholder meeting.
Will Stengel, President and CEO since June 2024, is appointed chairman effective upon Donahue's retirement.
Upon Donahue's retirement, Stengel will serve as both Chairman and Chief Executive Officer.
The filing does not report any financial results or guidance changes.
GE Aerospace said Mohamed Ali will become President and CEO of Commercial Engines and Services (CES) effective February 1, 2026, leading an expanded team that will manage the entire commercial engine lifecycle. Russell Stokes, current CES head, will serve in an advisory role and plans to retire effective July 31, 2026, with departure compensation that includes accelerated vesting of part of his 2024 equity grants.
Mohamed Ali, Chief Technology and Operations Officer since January 2025, becomes President and CEO of CES effective February 1, 2026.
Russell Stokes plans to retire effective July 31, 2026, and will serve as Special Advisor to the Chairman & CEO during the transition.
Stokes's time-based 2024 equity grants scheduled to vest in May 2027 will be accelerated upon departure; other unvested grants will be forfeited.
Jason Tonich was named Chief Commercial Sales & Customer Officer, reporting directly to H. Lawrence Culp, Jr. GE Aerospace will report 4Q and FY 25 earnings on January 22.
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.