AI filing briefs · archive

8-K filings in January 2026, explained

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).

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Mondelez names CFO Luca Zaramella chief operating officer, effective Feb. 1, 2026

Neutral leadership Written later 5.027.01

Mondelez International said CFO Luca Zaramella will also serve as Chief Operating Officer starting February 1, 2026, overseeing commercial operations in its four geographical regions and the corporate sales, marketing and supply chain functions. The company is searching for a successor for the CFO role and expects to announce one at a later date, so the leadership change is not yet complete for shareholders.

  • Zaramella, 56, has been CFO since August 2018 and joined the company in 1996.
  • Zaramella's COO role takes effect February 1, 2026, in addition to his CFO duties.
  • Approved 2026 pay: base salary of $1,250,000, target annual incentive of 150% of base salary, and long-term incentive target value of $7,225,000.
  • The company is conducting a search for a CFO successor and expects to announce one at a later date.
Read the filing on SEC.gov ↗
CFRCULLEN/FROST BANKERS, INC. Jan 30, 12:13 PM ET

Cullen/Frost Bankers adds two directors, expands board to 15; Chris Avery to retire

Neutral leadership Written later 5.02

On January 28, 2026, Cullen/Frost's board elected Marsha M. Shields and Jeffrey M. Rummel as directors and expanded the board from thirteen to fifteen members. Director Chris Avery notified the company on January 27, 2026, that he will retire and not stand for re-election when his term expires at the 2026 annual meeting, scheduled for April 29, 2026. The filing contains no financial figures; the changes concern board composition and independence.

  • Marsha M. Shields and Jeffrey M. Rummel elected directors on January 28, 2026; board size raised from 13 to 15.
  • Chris Avery notified the company on January 27, 2026, of his retirement; his term ends at the annual meeting scheduled for April 29, 2026.
  • Rummel was managing partner of Ernst & Young's San Antonio office from 2020 to June 2025; Shields is CEO and Managing Partner of McCombs Enterprises.
  • Both new directors were determined to be independent and will serve on the Audit and Risk Committees; Shields has an ownership stake in entities with 2025 banking transactions with the company.
Read the filing on SEC.gov ↗
GXOGXO Logistics, Inc. Jan 29, 5:15 PM ET

GXO chief accounting officer Paul Blanchett resigns; Laura Bracken named interim

Neutral leadership Written later 5.02

GXO Logistics said its Chief Accounting Officer, Paul Blanchett, resigned to pursue a new professional opportunity outside the logistics industry, with his last working day on April 24, 2026. The Board appointed Laura Bracken, the company's Vice President Controller, Americas and Asia Pacific, as Interim Chief Accounting Officer effective April 1, 2026, and the filing describes her pay under an offer letter.

  • Paul Blanchett notified the company on January 23, 2026 of his resignation as Chief Accounting Officer; the filing states there were no disagreements with the company.
  • Laura Bracken, 52, a Certified Public Accountant, will serve as Interim Chief Accounting Officer effective April 1, 2026, while remaining Vice President Controller.
  • Bracken's annual base salary remains $300,900, with a $6,000 monthly responsibility allowance from February 1, 2026.
  • Bracken is eligible for a restricted stock unit grant with a grant date value of $150,000 on August 1, 2026, subject to a successful transition, vesting in three equal annual increments.
Read the filing on SEC.gov ↗
DCIDONALDSON Co INC Jan 29, 5:15 PM ET

Donaldson names COO Richard Lewis CEO effective March 2, succeeding Tod Carpenter

Neutral leadership Written later 5.027.01

Donaldson said COO Richard Lewis will become president and chief executive officer on March 2, 2026, and join the Board of Directors on the same date. Tod Carpenter, who gave notice of retirement on January 28, 2026, will remain as Executive Chairman, which the company says is to facilitate a smooth transition. The change is a planned leadership succession, and the filing gives no change to financial results or guidance.

  • Richard Lewis, 54, joined Donaldson in 2002 and has served as COO since August 1, 2025
  • Carpenter's retirement as CEO takes effect at the end of the day on March 1, 2026, and his base salary falls to $880,000 as Executive Chairman
  • Lewis's base salary rises to $1,088,000 with a cash incentive target of 110% of base salary for the rest of fiscal 2026
  • Lewis receives incremental equity awards with an aggregate grant date fair value of $942,500
Read the filing on SEC.gov ↗
WFCWELLS FARGO & COMPANY/MN Jan 29, 5:02 PM ET

Wells Fargo board approves $40 million pay for CEO Scharf for 2025 performance

Positive leadership Written later 8.01

Wells Fargo's independent directors, acting on the Human Resources Committee's recommendation, approved $40 million in total compensation for Chairman and CEO Charles W. Scharf for performance year 2025. The board cited 2025 net income of $21.3 billion, a 17% rise in diluted earnings per share, and returns of about $23 billion to shareholders, which shareholders may weigh as the basis for the award.

  • Total 2025 compensation of $40 million: $2.5 million base salary and $37.5 million variable pay
  • Variable pay split into $9.375 million cash and $28.125 million long-term equity, 65% Performance Share awards and 35% Restricted Share Rights
  • 2025 net income rose to $21.3 billion; diluted EPS grew 17% from a year earlier
  • Return on equity rose to 12.4% in 2025 from 11.4% in 2024; new medium-term ROTCE target of 17-18%
Read the filing on SEC.gov ↗
CRCrane Co Jan 29, 4:56 PM ET

Crane Co names Alex Alcala CEO effective April 27; Max Mitchell to become Executive Chairman

Neutral leadership Written later 5.02

Crane Company's board named Alejandro (Alex) Alcala, currently Executive Vice President and Chief Operating Officer, as President and Chief Executive Officer, effective April 27, 2026. Current CEO Max Mitchell will remain on the board as Executive Chairman. The filing also sets new 2026 pay terms for both executives, which shareholders can review as part of the leadership transition.

  • Alex Alcala becomes President and CEO effective April 27, 2026; his 2026 base salary rises to $950,000 and target cash incentive to 110% of salary.
  • Max Mitchell continues as Executive Chairman; his 2026 base salary falls to $900,000, with target cash incentive at 110% of salary.
  • On January 26, 2026, Alcala received 2026 long-term incentive awards of $4.15 million and Mitchell received $3.25 million.
  • Long-term awards are 55% performance-based restricted share units tied to relative total shareholder return over three years, 25% stock options and 20% time-based restricted share units, vesting over four years for options and RSUs.
Read the filing on SEC.gov ↗
UVVUNIVERSAL CORP /VA/ Jan 29, 4:30 PM ET

Universal Corp withdraws CFO offer to Anubhav Mittal; Johan Kroner remains CFO

Neutral leadership Written later 5.02

Universal Corporation withdrew its employment offer to Anubhav Mittal, who the Board had elected as Senior Vice President and Chief Financial Officer effective February 17, 2026. Johan C. Kroner will continue as CFO until a successor is elected, and the company expects to name one in the near term.

  • Board elected Anubhav Mittal as SVP and CFO on January 20, 2026, effective February 17, 2026
  • Company withdrew its employment offer to Mr. Mittal on January 28, 2026
  • Johan C. Kroner remains SVP and CFO until a successor is elected
  • Company anticipates electing a successor in the near term based on its recent executive search
Read the filing on SEC.gov ↗

First Financial Bankshares names David Bailey CEO, Dueser becomes Executive Chairman

Neutral leadership Written later 5.027.01

First Financial Bankshares and First Financial Bank said David Bailey will become President and Chief Executive Officer of both entities effective February 1, 2026, succeeding F. Scott Dueser, who will step down as CEO and remain Executive Chairman through the 2028 annual meeting. The change is a planned CEO succession, and the filing does not discuss financial results or the expected effect on the company's performance.

  • Bailey, age 42, has been President since January 2025 and became CEO effective February 1, 2026.
  • Dueser steps down as CEO on February 1, 2026, and remains employed as Executive Chairman in an advisory role reporting to the board through the 2028 annual meeting.
  • Dueser's transition agreement sets annualized base salary of $1,105,000 for 2026, $772,500 for 2027 and $400,000 for 2028, with a 2026 equity award targeted at $900,000.
  • The company terminated Dueser's August 1, 2022 Executive Recognition Agreement effective January 27, 2026.
Read the filing on SEC.gov ↗
SEZLSezzle Inc. Jan 29, 4:19 PM ET

Sezzle names Lee Brading CFO effective February 1, 2026, succeeding Karen Hartje

Neutral leadership Written later 5.027.01

Sezzle Inc. said its Board appointed Senior Vice President of Corporate Development and Investor Relations Lee Brading as Chief Financial Officer, effective February 1, 2026. CFO Karen Hartje steps down from the role on January 31, 2026, and will serve as a consultant under a consulting agreement dated November 1, 2025. The filing discloses no financial results, but the change in the company's principal financial officer is a significant leadership transition for shareholders.

  • Lee Brading, age 58, joined Sezzle in April 2020 and most recently served as SVP of Corporate Development and Investor Relations.
  • Brading's employment agreement sets a $450,000 annual base salary and equity compensation with a target value of $2,000,000 in restricted stock units vesting over four years.
  • Brading's target bonus is 50% of base salary under the profit-sharing incentive plan, prorated for 2026.
  • Hartje's CFO role ends January 31, 2026, after nearly eight years as CFO, per the press release.
Read the filing on SEC.gov ↗
USBUS BANCORP \DE\ Jan 29, 4:16 PM ET

U.S. Bancorp adopts executive change in control severance plan covering executive officers

Neutral leadership Written later 5.02

On January 27, 2026, U.S. Bancorp's board adopted the U.S. Bank Executive Change in Control Severance Plan, covering executive officers and certain other officers, including its named executive officers. The plan provides lump-sum severance if a participant is involuntarily terminated without Cause or resigns for Good Reason within 24 months after a Change in Control. The filing does not give a dollar cost for the plan.

  • Adopted by the board on January 27, 2026, on the recommendation of the Compensation and Human Resources Committee
  • Severance equals two times annual base salary plus two times target annual incentive, a pro-rata target incentive, and six months of employer health plan cost
  • Benefits require a release of claims, confidentiality and non-solicitation agreements, and a non-compete where permitted by law
  • The plan is filed as Exhibit 10.1
Read the filing on SEC.gov ↗
SCHWSCHWAB CHARLES CORP Jan 29, 4:15 PM ET

Schwab Names Dennis Howard Chief Technology, Operations and Data Officer; Two Retirements Set

Neutral leadership Written later 5.027.01

Schwab appointed Dennis Howard, its Chief Information Officer since 2022, as Managing Director, Chief Technology, Operations and Data Officer, effective immediately. The same January 29, 2026 announcement disclosed several other leadership changes, including the retirements of Charles Schwab Bank CEO Paul Woolway and General Auditor Mitch Mantua on July 1, 2026, which shareholders may view as part of a broader succession plan.

  • Dennis Howard, age 57, appointed Managing Director, Chief Technology, Operations and Data Officer effective January 29, 2026; he had been CIO since 2022 and his role now adds operations.
  • Paul Woolway, CEO of Charles Schwab Bank, retires July 1, 2026; Tyler Woulfe succeeds him as President and CEO of the bank.
  • Mitch Mantua, General Auditor, retires July 1, 2026; Jessica Bramhall becomes General Auditor on the same date.
  • Neesha Hathi will lead a newly created Wealth Advisory and Banking Services organization, including Charles Schwab Bank, effective July 1, 2026.
Read the filing on SEC.gov ↗
BKEBUCKLE INC Jan 29, 3:32 PM ET

Buckle approves fiscal 2026 executive pay program; two executives to retire February 13

Neutral leadership Written later 5.02

Buckle's Compensation Committee approved the fiscal 2026 executive compensation program on January 28, 2026, keeping elements consistent with fiscal 2025. Executive Vice President of Stores Kari G. Smith and Senior Vice President of Sales Michelle M. Hoffman, who are retiring effective February 13, 2026, were excluded from the program. The filing ties much of executive pay to pre-bonus net income and operating margin targets, which affects shareholder dilution and incentives.

  • Chief Executive Officer Dennis H. Nelson's fiscal 2026 base salary is $1,340,000; CFO Thomas B. Heacock's is $665,000.
  • Nelson's share of the bonus pool is 37 points, approximately 37% of allocated points; the pool base is 2.5% of fiscal 2026 pre-bonus net income.
  • Non-Vested Stock grants effective February 1, 2026 total 120,000 shares for Nelson, 18,400 for Heacock and 18,400 for Brett P. Milkie.
  • Smith and Hoffman are retiring effective February 13, 2026, as announced January 23, 2026.
Read the filing on SEC.gov ↗
TRSTTRUSTCO BANK CORP N Y Jan 29, 2:40 PM ET

TrustCo Bank: COO Robert Leonard to retire effective December 31, 2026

Neutral leadership Written later 5.02

TrustCo Bank Corp NY disclosed that Executive Vice President and Chief Operating Officer Robert M. Leonard notified the company on January 27, 2026 that he intends to retire from all positions with the company and its subsidiaries, including Trustco Bank, effective December 31, 2026. The filing does not name a successor or describe any compensation arrangements, so the effect on shareholders is not stated.

  • Robert M. Leonard, EVP and Chief Operating Officer, gave notice of retirement on January 27, 2026
  • Retirement is effective December 31, 2026, giving the company about eleven months of notice
  • The filing does not name a successor or describe any new compensation arrangements
Read the filing on SEC.gov ↗
SIRISIRIUS XM HOLDINGS INC. Jan 29, 8:05 AM ET

Sirius XM names Eve Konstan chief legal officer, succeeding retiring general counsel Richard Baer

Neutral leadership Written later 5.027.01

Sirius XM Holdings said Eve Konstan, formerly general counsel at Spotify, will become executive vice president, chief legal officer and secretary effective February 9, 2026, succeeding Richard Baer, who is retiring. Baer stays in his role until February 8, 2026, then works part-time through March 6, 2026, and no severance is payable to him. The filing discloses Konstan's three-year employment agreement with equity grants totaling $5 million, which gives shareholders visibility into the cost of the new legal leadership.

  • Eve Konstan's employment agreement runs February 9, 2026 to February 8, 2029, with $1,000,000 base salary and 150% target bonus
  • Richard Baer retires; he continues as an employee part-time through March 6, 2026, with no severance payable
Read the filing on SEC.gov ↗
DTMDT Midstream, Inc. Jan 29, 6:53 AM ET

DT Midstream CEO Slater named executive chairman; Zona becomes president

Neutral leadership Written later 5.02

DT Midstream said CEO David Slater became Executive Chairman of the Board effective January 28, 2026, succeeding Robert Skaggs, Jr., who resigned as Chairman but remains a director. Slater stays as Chief Executive Officer and gave up the President title, which passed to Christopher Zona, the company's Chief Operating Officer. The filing describes a leadership reshuffle and does not report any financial results or changes to guidance.

  • Robert Skaggs, Jr. resigned as Chairman of the Board effective January 27, 2026 and remains a Board member.
  • David Slater was appointed Executive Chairman effective January 28, 2026 and remains Chief Executive Officer; he resigned as President.
  • Christopher Zona was appointed President effective January 28, 2026 and continues as Chief Operating Officer.
  • Slater has been CEO since May 6, 2021; Zona has been Executive Vice President and COO since the Spin-Off.
Read the filing on SEC.gov ↗
KSSKOHLS Corp Jan 28, 4:30 PM ET

Kohl's: Senior EVP Fred Hand to retire April 3, 2026

Neutral leadership Written later 5.02

Kohl's announced that Fred Hand, Senior Executive Vice President and Director of Stores, will retire effective April 3, 2026. The filing states no changes to his compensation or employment terms tied to the retirement, and any benefits are governed by his 2023 Executive Compensation Agreement.

  • Fred Hand, Senior Executive Vice President, Director of Stores, retires effective April 3, 2026
  • No changes to Mr. Hand's compensatory arrangements or other employment terms in connection with his retirement
  • Any benefits are governed by the Executive Compensation Agreement dated September 25, 2023
Read the filing on SEC.gov ↗
KBHKB HOME Jan 28, 4:16 PM ET

KB Home names Robert McGibney CEO effective March 1; Jeffrey Mezger becomes Executive Chairman

Neutral leadership Written later 5.02

KB Home's board promoted President and Chief Operating Officer Robert McGibney to President and Chief Executive Officer, effective March 1, 2026, and appointed him a director. Jeffrey Mezger, CEO and Chairman, will become Executive Chairman and remain the most senior executive officer with a significant management role. The filing describes a planned succession process, and it reports no change to financial results or guidance.

  • Robert McGibney, 51, joined KB Home in 2000 and was named President in 2024; he becomes CEO and a director effective March 1, 2026
  • Jeffrey Mezger, 70, has been CEO since 2006 and Chairman since 2016; he becomes Executive Chairman on the same date
  • McGibney will not serve on board committees or receive additional compensation for board service
  • The filing reports no arrangements or family relationships tied to his appointment
Read the filing on SEC.gov ↗
VFCV F CORP Jan 28, 4:09 PM ET

V.F. Corp. moves Brent Hyder to chief commercial officer, leaves people role

Neutral leadership Written later 5.02

V.F. Corporation said on January 26, 2026 that it made changes to its senior leadership as part of a planned transition, effective January 28, 2026. Brent Hyder will become Chief Commercial Officer and will no longer serve as Chief People Officer, while Martino Scabbia Guerrini steps out of his Chief Commercial Officer role and will serve as a senior advisor to the Chief Executive Officer. The filing does not disclose any financial impact from these changes.

  • Brent Hyder becomes Chief Commercial Officer effective January 28, 2026 and gives up the Chief People Officer role
  • Martino Scabbia Guerrini, previously Chief Commercial Officer and President, Emerging Brands, leaves those roles effective January 28, 2026
  • Guerrini will serve as a senior advisor to the Chief Executive Officer
  • Changes were announced as part of a planned transition, dated January 26, 2026
Read the filing on SEC.gov ↗
SNDRSchneider National, Inc. Jan 28, 4:07 PM ET

Schneider names Jim Filter CEO July 1; Mark Rourke becomes Executive Chair

Neutral leadership Written later 5.027.01

Schneider National said Mark Rourke will step down as President and CEO and become Executive Chair effective July 1, 2026, with James Filter taking over as President and CEO on the same date. The Board also created a Lead Independent Director role, which James Welch will fill, as part of what the company calls a planned succession process.

  • James Filter, 54, currently Executive Vice President and Group President of Transportation and Logistics, becomes President and CEO effective July 1, 2026
  • Filter's annual base salary is $775,000, with a fiscal 2026 cash incentive target of $969,000 (125% of base) and a long-term equity award with a $3.3 million grant date target value
  • Rourke's annual base salary will be reduced to $750,000 after the transition; James Welch becomes Lead Independent Director
Read the filing on SEC.gov ↗
JBLJABIL INC Jan 28, 4:01 PM ET

Jabil Appoints Steven Raymund Chairman, Adds Two Directors to Board

Neutral leadership Written later 5.02

Jabil's board named Steven Raymund chairman and added Thomas T. Edman and Raejeanne Skillern as directors, effective January 22, 2026, expanding the board from seven to nine members. Former Executive Chairman Mark T. Mondello's employment ended the same day, and he signed a consulting agreement running to January 22, 2028 at $145,833 per month.

  • Steven Raymund was appointed Chairman of the Board on January 22, 2026.
  • Thomas T. Edman and Raejeanne Skillern joined the board, which grew from seven to nine directors.
  • Mark T. Mondello's employment and Executive Chairman role ended January 22, 2026; he will receive a monthly consulting fee of $145,833 through January 22, 2028.
Read the filing on SEC.gov ↗
LPXLOUISIANA-PACIFIC CORP Jan 28, 1:19 PM ET

LP names Grasberger independent chair as CEO Southern retires; Ringblom takes CEO role

Neutral leadership Written later 5.027.01

Louisiana-Pacific's CEO and Board Chairperson, W. Bradley Southern, will retire from the Board and his CEO role effective February 19, 2026, as part of leadership succession planning. The Board named director F. Nicholas Grasberger III as independent Chairperson and appointed President and CEO-elect Jason Ringblom to the Board, where he will succeed Southern as CEO on the same date.

  • Southern notified the Board on January 23, 2026 of his retirement from the Board, including the Chairperson role, effective February 19, 2026.
  • Ringblom joins the Board as a Class III director and succeeds Southern as CEO, both effective February 19, 2026.
  • Grasberger, a director since 2019, was elected independent Chairperson on January 26, 2026, effective February 19, 2026.
  • Directors Dustan E. McCoy and Ozey K. Horton Jr. retire effective May 1, 2026, leaving an eight-member Board, including seven independent directors.
Read the filing on SEC.gov ↗
USBUS BANCORP \DE\ Jan 28, 9:00 AM ET

U.S. Bancorp names CEO Gunjan Kedia chairman, effective April 2026; Andy Cecere to retire

Neutral leadership Written later 5.02

U.S. Bancorp said Chairman Andrew Cecere will not stand for re-election and will retire from the Board at the 2026 annual shareholder meeting, citing personal reasons. CEO Gunjan Kedia will take on the chairman role in addition to her current responsibilities, consolidating the chair and CEO positions.

  • Andrew Cecere informed the Board on January 27, 2026 that he will not stand for re-election after his term expires at the 2026 Annual Meeting of Shareholders.
  • Gunjan Kedia, CEO and president and a Board member, was elected chairman effective upon Cecere's retirement from the Board on April 21, 2026.
  • Roland Hernandez will continue as the Board's lead independent director.
  • Cecere's decision was not due to any disagreement with the company on operations, policies or practices.
Read the filing on SEC.gov ↗
UCTTUltra Clean Holdings, Inc. Jan 28, 7:36 AM ET

Ultra Clean Holds Names Robert Wunar Chief Operating Officer, Replacing Harjinder Bajwa

Neutral leadership Written later 5.02

Ultra Clean Holdings terminated Chief Operating Officer Harjinder Bajwa effective immediately on January 25, 2026, and named Robert Wunar as its new COO, effective March 23, 2026. Wunar previously spent years in operations roles at Applied Materials, most recently as Managing Director of Business Unit Operations through January 2026.

  • Harjinder Bajwa's employment as COO was terminated effective immediately on January 25, 2026; he will receive severance under the company's executive severance policy.
  • Robert Wunar, 58, was appointed COO by the Board on January 25, 2026, with a start date of March 23, 2026.
  • Wunar's salary is $475,000 per year, with a target bonus of 85% of base salary and a $200,000 sign-on bonus subject to clawback within 12 months.
  • Wunar's equity award has a grant date value of $1,500,000, subject to shareholder approval at the next annual meeting.
Read the filing on SEC.gov ↗
KIMKIMCO REALTY CORP Jan 28, 6:15 AM ET

Kimco Realty CFO-level change: Chief Accounting Officer Paul Westbrook to retire March 31, 2026

Neutral leadership Written later 5.02

Kimco Realty said its Vice President and Chief Accounting Officer, Paul Westbrook, will retire effective March 31, 2026, and that he is not leaving over any disagreement with the company on accounting or operations. Kathleen Thayer, currently Senior Vice President and Treasurer, Corporate Accounting, will succeed him as Executive Vice President, Treasurer and Chief Accounting Officer effective April 1, 2026.

  • Paul Westbrook notified the company on January 27, 2026 of his intention to retire, effective March 31, 2026.
  • The filing states the departure is not the result of any disagreement on operations, policies, practices or accounting matters.
  • Kathleen Thayer, age 48, joined Kimco in June 2006 and was named Senior Vice President and Treasurer, Corporate Accounting in January 2024.
  • Thayer becomes Chief Accounting Officer effective April 1, 2026; the filing does not disclose compensation changes.
Read the filing on SEC.gov ↗
BKEBUCKLE INC Jan 27, 4:25 PM ET

Buckle to retire two senior sales executives; director Kari Smith leaves board Feb. 13

Neutral leadership Written later 5.02

Buckle announced that Executive Vice President of Stores Kari G. Smith and Senior Vice President of Sales Michelle M. Hoffman will retire effective February 13, 2026. Ms. Smith will also leave the Board of Directors on that date, and the company says her departure is not due to any disagreement over operations, policies, or practices. The filing gives no successor names or financial figures.

  • Kari G. Smith (EVP of Stores, director since February 2018) and Michelle M. Hoffman (SVP of Sales) retire effective February 13, 2026
  • Ms. Smith's board service also ends February 13, 2026; the filing states no disagreement with the company
  • Ms. Smith joined in May 1978 and Ms. Hoffman in August 1979; CEO Dennis H. Nelson thanked both for their service
Read the filing on SEC.gov ↗
GISGENERAL MILLS INC Jan 27, 10:45 AM ET

General Mills adds Joan Bottarini to board and amends its bylaws

Neutral leadership Written later 5.025.03

General Mills appointed Joan Bottarini, Executive Vice President and Chief Financial Officer of Hyatt Hotels Corporation, to its board of directors effective January 26, 2026, bringing the board to twelve directors. On the same date, the board amended and restated the company's bylaws, revising director nomination and shareholder proposal procedures and the majority voting provision. The changes affect how shareholders can nominate directors and submit proposals for annual meetings.

  • Joan Bottarini was appointed effective January 26, 2026, and the board determined she is independent under NYSE standards.
  • Bottarini joined the Audit and Compensation and Talent Committees; the board now has twelve directors.
  • Bylaws were amended to revise director nomination and shareholder proposal procedures and to clarify when an election is deemed contested.
  • The board declared a quarterly dividend of $0.61 per share, payable May 1, 2026, to holders of record as of April 10, 2026.
Read the filing on SEC.gov ↗
INGRIngredion Inc Jan 27, 9:00 AM ET

Ingredion CFO James Gray to retire effective March 31, 2026; successor not yet named

Neutral leadership Written later 5.02

Ingredion's Executive Vice President and Chief Financial Officer, James Gray, notified the company on January 26, 2026 that he will retire from his positions effective March 31, 2026. The company says his departure is not the result of any dispute or disagreement and that it is reviewing its succession plan.

  • James Gray, Executive Vice President and Chief Financial Officer, will retire effective March 31, 2026.
  • The filing states the decision is not the result of any dispute or disagreement with the company.
  • Ingredion will announce a new chief financial officer upon his retirement; no successor is named in the filing.
Read the filing on SEC.gov ↗
CUBICustomers Bancorp, Inc. Jan 26, 4:57 PM ET

Customers Bancorp names Stephen Wyremski chief operating officer of Customers Bank

Neutral leadership Written later 5.027.01

Customers Bancorp said Stephen Wyremski was appointed Executive Vice President and Chief Operating Officer of its subsidiary, Customers Bank, effective January 26, 2026. The filing sets out his pay package, including a $450,000 base salary and a $450,000 sign-on bonus subject to clawback, which shareholders may track in future proxy and financial disclosures.

  • Annual base salary of $450,000, plus a discretionary bonus target of up to 125% of base salary and an enhanced performance bonus of up to an additional 25%
  • Sign-on bonus of $450,000, subject to clawback if he leaves voluntarily or is terminated for cause before the second anniversary of his start date
  • He will receive a $425,000 final completion fee for consulting services he provided to the Bank from June 2024 to January 2026
  • Previously CFO of Signature Bank from 2021 through 2023, according to the filing
Read the filing on SEC.gov ↗
RHRH Jan 26, 4:32 PM ET

RH Chief Gallery & Customer Officer Stefan Duban to depart January 26, 2026

Neutral leadership Written later 5.02

RH disclosed that Stefan Duban, its Chief Gallery & Customer Officer, is leaving the company effective January 26, 2026, under his existing employment arrangements. His responsibilities have been reassigned to other company leaders effective immediately.

  • Stefan Duban, Chief Gallery & Customer Officer, departs January 26, 2026
  • Mutual understanding on departure reached January 20, 2026
  • Duties assigned to other Company leaders effective immediately
  • Filing does not state a replacement or any financial terms of the departure
Read the filing on SEC.gov ↗
CACCCREDIT ACCEPTANCE CORP Jan 26, 4:27 PM ET

Credit Acceptance: Chief Analytics and Chief Sales Officers to retire effective Feb. 1, 2026

Neutral leadership Written later 5.02

Credit Acceptance said Chief Analytics Officer Arthur L. Smith and Chief Sales Officer Daniel A. Ulatowski will retire as officers and employees effective February 1, 2026. Each is expected to serve as a non-employee advisor until July 31, 2026, under separation and advisory agreements that are subject to a general release of claims. The filing does not name replacements, and the stock options of both men will remain exercisable through December 30, 2026.

  • Arthur L. Smith, Chief Analytics Officer, retires effective February 1, 2026, with a monthly consulting fee of $66,758.01 during the advisory period
  • Daniel A. Ulatowski, Chief Sales Officer, retires effective February 1, 2026, with a monthly consulting fee of $64,166.67 during the advisory period
  • Advisory services are expected to run until July 31, 2026, and stock options for both officers remain exercisable through December 30, 2026
Read the filing on SEC.gov ↗
SMSM Energy Co Jan 26, 4:15 PM ET

SM Energy's Vogel to step down as CEO; Elizabeth McDonald named CEO at Civitas merger close

Neutral leadership Written later 5.02

SM Energy said its board appointed Elizabeth A. McDonald as President and Chief Executive Officer and Blake D. McKenna as Executive Vice President and Chief Operating Officer, both effective at the closing of the second merger with Civitas Resources under the November 2, 2025 merger agreement. Herbert S. Vogel will no longer serve as CEO at that closing, and four directors resigned effective at the first merger closing. For shareholders, these changes set the leadership of the combined company, and the mergers are still pending.

  • Elizabeth A. McDonald to become President and CEO effective at the closing of the second merger, with a $900,000 base salary, a 120% short-term incentive target and a $5,300,000 long-term incentive target.
  • Blake D. McKenna to become Executive Vice President and Chief Operating Officer, with a $550,000 base salary, a 100% short-term incentive target and a $2,200,000 long-term incentive target.
  • Herbert S. Vogel will no longer serve as CEO effective at the second merger closing; Carla J. Bailo, Anita M. Powers, William D. Sullivan and Herbert S. Vogel resigned as directors, effective at the first merger closing.
  • Board to expand to 11 members with six new directors, including Elizabeth A. McDonald; Julio M. Quintana will continue as Chairman of the Board.
Read the filing on SEC.gov ↗
ADEAAdeia Inc. Jan 26, 4:10 PM ET

Adeia Names Mark Kokes Chief Revenue Officer; Dana Escobar to Depart March 13, 2026

Neutral leadership Written later 5.028.01

Adeia Inc. announced executive changes, including the appointment of Dr. Mark Kokes as Chief Revenue Officer effective January 26, 2026, and the planned departure of Dana Escobar, its Chief Licensing Officer & General Manager, Semiconductor, effective March 13, 2026. The filing also says Craig Mitchell rejoined as chief semiconductor officer and Bill Thomas was named chief strategy officer; the filing does not disclose financial results or a financial impact of these changes.

  • Dr. Mark Kokes appointed Chief Revenue Officer effective January 26, 2026; previously Chief Licensing Officer & General Manager, Media
  • Dana Escobar will leave his Chief Licensing Officer & General Manager, Semiconductor role and depart the company effective March 13, 2026
  • Escobar is entitled to severance under his February 9, 2023 agreement, subject to signing a general release and continued covenant compliance
  • Craig Mitchell rejoined as chief semiconductor officer and Bill Thomas was named chief strategy officer
Read the filing on SEC.gov ↗

Sensata raises CEO and CFO pay, approves $10.2 million in long-term incentive grants

Neutral leadership Written later 5.02

Sensata's Compensation Committee approved pay changes for CEO Stephan von Schuckmann and CFO Andrew Lynch, including higher base salaries and larger bonus targets. The company also approved long-term incentive awards with combined grant-date value of $10.2 million, which will be granted April 1, 2026, and the filing says the changes are meant to support retention and align pay with strategic objectives.

  • CEO base salary rises from $1,117,000 to $1,150,000 effective July 1, 2026; target bonus rises from 125% to 135% of base salary
  • CEO long-term incentive grant-date value of $8,700,000, granted April 1, 2026
  • CFO base salary rises from $540,000 to $650,000 effective April 1, 2026, with a $1,500,000 long-term incentive grant-date value
Read the filing on SEC.gov ↗
CBOECboe Global Markets, Inc. Jan 26, 7:00 AM ET

Cboe Global Markets COO Chris Isaacson to retire March 6; Scott Johnston named successor

Neutral leadership Written later 5.028.01

Cboe Global Markets said its Chief Operating Officer, Chris Isaacson, will retire on March 6, 2026, and will consult for the company through December 31, 2026. Scott Johnston, formerly COO of Akuna Capital, is expected to succeed him as COO effective March 7, 2026, after joining on February 17, 2026. The change is a senior executive transition, and the filing reports no financial results.

  • Chris Isaacson retires at the end of March 6, 2026 and provides consulting services through December 31, 2026, for a fee of $541,666.
  • Scott Johnston joins February 17, 2026 with a $550,000 base salary, a 130% target bonus, and a $2,735,000 target long-term incentive award.
  • Johnston is also to receive a $1,000,000 sign-on equity award and a $627,200 cash sign-on bonus.
  • Cboe also appointed Heidi Fischer as EVP, Global Head of Equities and Spot Markets, and Natan Tiefenbrun will depart the company.
Read the filing on SEC.gov ↗
SWKSTANLEY BLACK & DECKER, INC. Jan 26, 6:35 AM ET

Stanley Black & Decker names Debra Crew future Chair; adds director Shane O'Kelly

Neutral leadership Written later 5.02

Stanley Black & Decker said independent director Debra Crew will become non-executive Chair of the Board on October 1, 2026, when Donald Allan Jr. retires, and she is Lead Independent Director effective immediately. The Board also elected Shane O'Kelly, President and CEO of Advance Auto Parts, as a director effective January 23, 2026, while Andrea Ayers will retire from the Board at the 2026 annual meeting. The filing describes these as board governance changes and does not include financial figures.

  • Debra Crew named Lead Independent Director effective January 23, 2026, succeeding Andrea Ayers.
  • Crew to become Chair of the Board effective October 1, 2026, when Donald Allan Jr. retires; the company says this returns to the non-executive Chair it previously disclosed.
  • Shane O'Kelly elected director effective January 23, 2026; he has been President and CEO of Advance Auto Parts since September 2023.
  • Andrea Ayers will continue as a director until she retires at the 2026 annual meeting; the filing says her decision did not involve any disagreement with the company.
Read the filing on SEC.gov ↗
PAYCPaycom Software, Inc. Jan 23, 5:32 PM ET

Paycom names Jeff York chief sales officer, succeeding Amy Walker

Neutral leadership Written later 5.027.01

Paycom Software appointed Jeff York as Chief Sales Officer effective January 23, 2026, replacing Amy Walker, who moved to a consulting role on January 20, 2026. York previously held the CSO role from 2007 to April 2021 and had been serving as Paycom's Leadership Strategist. The filing discloses no financial results, and the change is a senior sales leadership transition with the terms of Walker's consulting and release agreements.

  • Jeff York returns as Chief Sales Officer effective January 23, 2026; he previously served in the role from 2007 to April 2021.
  • Amy Walker transitioned to a consulting role on January 20, 2026.
  • Walker's 12-month consulting agreement pays $46,920.86 per month and includes non-competition provisions.
  • Under a release agreement, the company accelerated vesting of 2,952 restricted shares and 2,796 restricted stock units for Walker while cancelling certain unvested equity awards.
Read the filing on SEC.gov ↗
TFXTELEFLEX INC Jan 23, 5:00 PM ET

Teleflex: CEO Liam Kelly's separation agreement finalized; he leaves board Jan 23

Neutral leadership Written later 5.02

Teleflex signed a separation agreement dated January 23, 2026 with former President and CEO Liam J. Kelly, who departed effective January 7, 2026. Kelly resigned from the board on January 23, 2026, and will stay on as an employee for transition services until March 31, 2026, receiving his base salary and benefits during that period. The filing shows the terms of his exit package, which are tied to his existing severance agreement and a release of claims.

  • Kelly departed as President and CEO effective end of day January 7, 2026, as previously reported in an 8-K filed January 8, 2026.
  • Kelly resigned from the Board effective January 23, 2026.
  • Kelly remains an employee through the Transition Period ending March 31, 2026, and is ineligible for new equity grants during that time.
  • Severance benefits follow his March 31, 2017 severance agreement, with outplacement paid in a lump sum, conditioned on a release of claims.
Read the filing on SEC.gov ↗
CATYCATHAY GENERAL BANCORP Jan 23, 4:30 PM ET

Cathay General Bancorp CFO Heng Chen to retire; Albert Wang named successor March 1

Neutral leadership Written later 5.02

Cathay General Bancorp said CFO and Treasurer Heng W. Chen will retire effective March 1, 2026, after serving as CFO since 2003. Albert J. Wang, currently Deputy CFO, will succeed him in both roles on the same date. The filing describes a planned transition, with Chen staying on as a Special Advisor through December 31, 2026.

  • Heng W. Chen retires as CFO of Cathay General Bancorp and Cathay Bank and as Treasurer effective March 1, 2026
  • Albert J. Wang, age 50, succeeds Chen; he joined Cathay Bank as Deputy CFO in September 2025 and previously was Chief Accounting Officer at Webster Bank
  • Chen will receive a monthly compensation of $15,000 through December 31, 2026 as Special Advisor to the Office of the President
Read the filing on SEC.gov ↗
RXORXO, Inc. Jan 23, 4:15 PM ET

RXO names Daniel Morris chief accounting officer, succeeding Jason Kerr in May 2026

Neutral leadership Written later 5.02

RXO appointed Daniel Morris, its vice president of accounting, as chief accounting officer effective May 15, 2026. Current CAO Jason Kerr will retire on that date, stay on as an employee until October 15, 2026, and help with the transition, and his departure is not tied to any disagreement over accounting or internal controls. For shareholders, this is a planned succession in a key finance role rather than a change in reported results.

  • Daniel Morris, 41, has been RXO's vice president of accounting since the November 2022 separation from XPO, Inc.
  • Jason Kerr notified the company on January 16, 2026, of his intent to retire effective May 15, 2026.
  • Kerr remains an employee until October 15, 2026 to assist with transition matters.
  • The filing states Kerr's departure involves no disagreement on accounting principles, financial statement practices or internal controls.
Read the filing on SEC.gov ↗
GSGOLDMAN SACHS GROUP INC Jan 23, 3:00 PM ET

Goldman Sachs says CEO Solomon's 2025 pay rose to $47 million from $39 million

Positive leadership Written later 8.01

Goldman Sachs' Board set David Solomon's 2025 total annual compensation at $47 million, up from $39 million for 2024, with his base salary unchanged. The Compensation Committee pointed to 2025 results, including net revenues of $58.28 billion, net earnings of $17.18 billion and diluted EPS of $51.32, up 27%, as well as a 57% total shareholder return.

  • 2025 total compensation for David Solomon: $47 million, versus $39 million for 2024
  • Base salary $2.0 million, unchanged; PSUs $31.5 million (70%); Carried Interest Program $3.4 million (7.5%); cash $10.1 million (22.5%)
  • Full-year 2025 net revenues $58.28 billion, net earnings $17.18 billion, diluted EPS $51.32, ROE 15.0%
  • Committee cited a 27% increase in diluted EPS, a 33% increase in the quarterly dividend and nearly $17 billion returned to common shareholders
Read the filing on SEC.gov ↗
BJRIBJs RESTAURANTS INC Jan 23, 1:00 PM ET

BJ's Restaurants names Christopher Pinsak executive VP and chief operating officer

Neutral leadership Written later 5.02

BJ's Restaurants, Inc. appointed Christopher P. Pinsak as Executive Vice President and Chief Operating Officer on January 19, 2026. Mr. Pinsak had served as the company's Executive Vice President and Chief Restaurant Operations Officer since September 2024, and the filing does not describe any change in his compensation. The appointment places a long-time operations executive in the company's top operations role.

  • Appointed to Executive Vice President and Chief Operating Officer on January 19, 2026
  • Served as Executive Vice President and Chief Restaurant Operations Officer from September 2024
  • Previously Senior Vice President of Operations from January 2010 to September 2024, and with the company since November 2004
  • Filing states no arrangement or understanding with others for the appointment and no related-party transactions under Item 404(a)
Read the filing on SEC.gov ↗
WSBCWESBANCO INC Jan 23, 9:01 AM ET

Wesbanco says Chief Risk Officer Michael Perkins will retire June 30, 2026

Neutral leadership Written later 5.02

Wesbanco disclosed that Senior Executive Vice President and Chief Risk Officer Michael L. Perkins will retire effective June 30, 2026, after informing the board on January 22, 2026. The company expects to enter a separation agreement with him, but the terms have not been finalized.

  • Michael L. Perkins, Senior Executive Vice President and Chief Risk Officer, will retire effective June 30, 2026.
  • Perkins informed the Board of Directors on January 22, 2026.
  • A separation agreement is expected, but its details had not been finalized as of the filing date.
Read the filing on SEC.gov ↗

Acadia Healthcare CEO Christopher Hunter departs; separation agreement filed

Neutral leadership Written later 5.02

Acadia Healthcare's Chief Executive Officer Christopher Hunter left the role and the Board of Directors effective January 20, 2026. His separation agreement provides cash severance, a $1,785,000 retention bonus payment, and continued eligibility for 2025 bonus and prorated performance stock units, while unvested equity was forfeited.

  • Departure effective January 20, 2026; Hunter also resigned from the Board
  • Severance equal to 1.5 times base salary plus 2025 target bonus, paid over 18 months
  • Lump sum retention bonus payment of $1,785,000
  • Unvested equity forfeited; prorated PSUs remain outstanding subject to performance conditions
Read the filing on SEC.gov ↗
MTDRMatador Resources Co Jan 23, 7:19 AM ET

Matador Resources EVP Marketing and Midstream Strategy G. Gregg Krug to retire February 28, 2026

Neutral leadership Written later 5.02

Matador Resources said executive vice president G. Gregg Krug will retire from his role on February 28, 2026, after nearly 14 years at the company, and will become a Special Advisor to the CEO and Executive Committee. The filing describes a monthly advisor fee of $1,000 under an agreement running through December 31, 2026, which is a routine transition for a senior executive rather than a change in company financial results.

  • Krug informed the company of his retirement decision on January 16, 2026; retirement is effective February 28, 2026
  • Krug, age 65, held the role of Executive Vice President - Marketing and Midstream Strategy and is credited with building the midstream business
  • Advisor Agreement dated January 21, 2026 provides a monthly fee of $1,000, runs through December 31, 2026, and includes confidentiality and non-compete covenants
Read the filing on SEC.gov ↗
APOGAPOGEE ENTERPRISES, INC. Jan 22, 4:54 PM ET

Apogee Names Mark Augdahl Chief Financial Officer Effective January 19, 2026

Neutral leadership Written later 5.027.01

Apogee Enterprises promoted Mark Augdahl from interim Chief Financial Officer to Executive Vice President and Chief Financial Officer, effective January 19, 2026. He previously served as the company's Chief Accounting Officer, and the filing discloses his pay package, including a $550,000 base salary and a $700,000 restricted stock grant. The change gives shareholders a permanent finance chief, though the filing contains no financial results.

  • Augdahl has served as interim CFO since January 7, 2026, according to the press release, and was appointed Executive Vice President and CFO effective January 19, 2026.
  • Offer letter dated January 15, 2026 provides a $550,000 annual base salary, a $700,000 restricted stock grant, and a $50,000 sign-on incentive.
  • Restricted shares vest 50% after one year and 50% after two years, subject to continued employment.
  • Annual short-term incentive target is 75% of base salary for fiscal 2027, with a payout range of 0% to 150% of target.
Read the filing on SEC.gov ↗
UTHRUNITED THERAPEUTICS Corp Jan 22, 4:31 PM ET

United Therapeutics adds Kevin Tracey to board; lowers shareholder bylaw amendment vote to majority

Neutral leadership Written later 5.025.037.01

United Therapeutics appointed Kevin J. Tracey, M.D., to its Board of Directors on January 21, 2026, increasing the Board to 13 members. The Board also adopted an Eleventh Amended and Restated Bylaws, which lowers the shareholder vote needed to alter, repeal, or amend the bylaws from 80% to a majority of voting power and adds a cure process for certain director nomination notices.

  • Kevin J. Tracey, M.D., joined the Board on January 21, 2026; he will not serve on a Board committee initially.
  • Board size increased to 13 members; Dr. Tracey received 1,220 restricted stock units on January 21, 2026.
  • Shareholder vote needed to amend the bylaws drops from 80% to a majority of voting power of outstanding shares entitled to vote generally in director elections.
  • Bylaws now allow shareholders to cure certain deficiencies in director nomination notices within the specified time period.
Read the filing on SEC.gov ↗
JPMJPMORGAN CHASE & CO Jan 22, 4:30 PM ET

JPMorgan Chase CEO Dimon's 2025 pay set at $43 million, up from $39 million

Neutral leadership Written later 5.02

JPMorgan Chase's independent board approved 2025 annual compensation of $43 million for CEO James Dimon, up from $39 million last year. The filing says the pay reflects record 2025 revenue of $185.6 billion and net income of $57.0 billion, and that 88% of his variable incentive pay is in performance share units tied to return on tangible common equity.

  • Total 2025 pay of $43 million: $1.5 million base salary and $41.5 million variable incentive pay
  • Of the variable pay, $5 million is paid in cash and $36.5 million in performance share units
  • The firm reported 2025 net income of $57.0 billion, or $20.02 per share, and ROTCE of 20%
  • The quarterly common dividend was raised from $1.25 to $1.50 per share
Read the filing on SEC.gov ↗
DEDEERE & CO Jan 22, 4:00 PM ET

Deere CFO Joshua Jepsen to resign effective Feb. 19; Ryan Campbell named acting CFO

Neutral leadership Written later 5.02

Deere & Company said CFO Joshua Jepsen will resign as Senior Vice President and Chief Financial Officer effective February 19, 2026, and that the departure is not related to any financial or accounting issue. Ryan D. Campbell, currently President of Worldwide Construction & Forestry and Power Systems, will serve as acting CFO on an interim basis while the company searches for a permanent replacement.

  • Joshua A. Jepsen resigned as SVP and CFO, effective February 19, 2026; notice given January 20, 2026
  • Ryan D. Campbell, age 51, appointed acting CFO, principal financial and accounting officer, effective February 19, 2026
  • Campbell previously served as Deere's CFO from March 2019 to May 2022
  • Company intends to search internal and external candidates for a permanent CFO
Read the filing on SEC.gov ↗
GTYGETTY REALTY CORP /MD/ Jan 21, 5:19 PM ET

Getty Realty CIO Mark Olear to retire February 27, 2026; RJ Ryan named successor

Neutral leadership Written later 5.027.01

Getty Realty said Executive Vice President, Chief Investment Officer and Chief Operating Officer Mark J. Olear will retire effective February 27, 2026. Senior Vice President of Acquisitions Robert J. Ryan will succeed him as Chief Investment Officer, and the Chief Operating Officer role will not be filled, so the change is a senior leadership transition rather than a financial result.

  • Mark J. Olear retires effective February 27, 2026; he will provide consulting services from March 2, 2026 through September 30, 2027.
  • Robert J. Ryan, 47, a Senior Vice President of Acquisitions since February 2023, is named Chief Investment Officer.
  • The Chief Operating Officer position will not be filled.
  • Olear's consulting fee is $25,000 per month through September 30, 2026, then $10,000 per month; his remaining unvested RSUs fully vest as of the Retirement Date.
Read the filing on SEC.gov ↗
KIMKIMCO REALTY CORP Jan 21, 5:07 PM ET

Kimco Realty adds COO David Jamieson to board, expanding it to ten directors

Neutral leadership Written later 5.027.01

Kimco Realty's board increased its size from nine to ten directors and elected Executive Vice President and Chief Operating Officer David Jamieson to the board, with his term beginning January 19, 2026. Jamieson will not receive additional compensation for board service and was not appointed to any committees, so the change adds an operating executive to the board without a disclosed cost to the company.

  • Board expanded from nine to ten directors on January 19, 2026, and Jamieson was elected to the new seat effective immediately
  • Jamieson is Executive Vice President and Chief Operating Officer, joined Kimco in 2007 and became COO in February 2017
  • He will receive no additional compensation for board service and was not appointed to any board committees
  • Appointment announced in a press release dated January 21, 2026 (Exhibit 99.1)
Read the filing on SEC.gov ↗

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.