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).
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.
First Industrial Realty Trust refinanced two unsecured term loans on January 22, 2026: a $425 million Wells Fargo facility now maturing January 22, 2030, and a $375 million U.S. Bank facility now maturing January 22, 2029. Both loans price at SOFR plus 0.85%, and the 0.10% SOFR adjustment on the Wells Fargo loan was removed, which the filing does not quantify as a dollar effect on the company.
Wells Fargo term loan: $425.0 million, maturity extended from October 18, 2027 to January 22, 2030, with one-year extension option
U.S. Bank term loan: $375.0 million, maturity extended from August 12, 2026 to January 22, 2029, with two one-year extension options
Both loans priced at SOFR plus 0.85% based on investment grade ratings of BBB/Baa2/BBB+; incremental borrowing capacity of up to $150.0 million and $100.0 million
Proceeds refinance existing term loans; the U.S. Bank loan also covers general business purposes
First Financial Bankshares reported fourth-quarter 2025 net income of $73.31 million, or $0.51 per diluted share, up from $62.32 million, or $0.43 per diluted share, a year earlier. For full-year 2025, net income rose 13.45% to $253.58 million, or $1.77 per diluted share, and the company said deposits grew strongly during the quarter.
Q4 2025 net income was $73.31 million, up from $62.32 million in Q4 2024 and $52.27 million in Q3 2025.
Q4 2025 diluted EPS was $0.51, compared with $0.43 in Q4 2024 and $0.36 in Q3 2025.
Full-year 2025 net income was $253.58 million, or $1.77 per diluted share, versus $223.51 million, or $1.56, in 2024.
Net interest margin (tax equivalent) was 3.81% in Q4 2025, compared with 3.67% in Q4 2024.
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.
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
Jabil issued $500 million of 4.200% Senior Notes due 2029 and $500 million of 4.750% Senior Notes due 2033 in an underwritten public offering on January 23, 2026, totaling $1 billion. The filing describes the notes as unsecured and ranking equally with the company's other senior unsecured debt, so the deal adds $1 billion of borrowing with interest payable semi-annually beginning August 1, 2026.
$500 million 4.200% Senior Notes due February 1, 2029
$500 million 4.750% Senior Notes due February 1, 2033
Notes issued under an Officers' Certificate supplementing the 2008 Indenture with U.S. Bank Trust Company as trustee
Change of control repurchase price is 101% of principal; early redemption available at par plus make-whole premium before set dates
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.
On January 21, 2026, Six Flags amended its March 10, 2025 cooperation agreement with Dendur Capital LP and its affiliates. The amendment lets Dendur acquire cash-settled derivative securities and similar rights, provided its total economic exposure, including common stock, does not exceed 14.99%. The filing does not state a financial impact, but it changes the terms under which a significant outside holder can increase its economic interest in the company.
Amendment dated January 21, 2026, to the cooperation agreement originally dated March 10, 2025
Dendur may acquire derivative securities or decoupled rights that can be settled only in cash, not in shares
Aggregate Dendur economic exposure, including common stock, is capped at 14.99%
International Paper completed the sale of its Global Cellulose Fibers business to funds affiliated with American Industrial Partners on January 23, 2026, for $1.5 billion, which includes preferred stock of the buyer's parent with an aggregate initial liquidation preference of $190 million. The filing says the sale covers the company's entire GCF business and was made under a securities purchase agreement dated August 20, 2025.
Purchase price of $1.5 billion, including preferred stock with an aggregate initial liquidation preference of $190 million
Sale agreement dated August 20, 2025, as amended; closing completed January 23, 2026
The business sold generated approximately $2.3 billion in revenue in 2024, excluding closed mills
GCF has 3,300 employees globally and nine manufacturing facilities
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
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)
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.
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
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
SLB reported fourth-quarter 2025 revenue of $9.75 billion, up 5% from a year earlier, while GAAP diluted EPS fell 29% to $0.55 on lower pretax income. For the full year, revenue fell 2% to $35.71 billion and GAAP EPS fell 24% to $2.35. The board raised the quarterly dividend 3.5% to $0.295 per share, and the company said it is committed to returning more than $4 billion to shareholders in 2026.
Q4 2025 revenue of $9.75 billion rose 9% sequentially and 5% year on year; net income attributable to SLB was $824 million, down 25% year on year.
Q4 2025 EPS excluding charges and credits was $0.78, up 13% sequentially and down 15% year on year.
Full-year 2025 revenue of $35.71 billion fell 2%; GAAP EPS of $2.35 fell 24%; free cash flow was $4.11 billion.
Quarterly dividend increased 3.5% to $0.295 per share, payable April 2, 2026, to holders of record on February 11, 2026.
Booz Allen reported fiscal third-quarter 2026 results for the quarter ended December 31, 2025, with revenue down 10.2% year over year to $2.6 billion. The company said revenue fell about 6% excluding the impact of the government shutdown, while adjusted diluted EPS rose 14.2% to $1.77. It raised its fiscal 2026 adjusted diluted EPS guidance but lowered its free cash flow guidance, so the results point in different directions for shareholders.
Revenue was $2.6 billion, down 10.2% from $2.9 billion a year earlier; adjusted EBITDA was $285 million, down 14.2%, with a 10.9% margin.
Adjusted diluted EPS was $1.77, up 14.2% from $1.55; GAAP diluted EPS was $1.63, up 12.4% from $1.45.
Fiscal 2026 adjusted diluted EPS guidance was raised to $5.95 to $6.15 from $5.45 to $5.65.
Fiscal 2026 free cash flow guidance was lowered to $825 million to $900 million from $850 million to $950 million.
Materion said a quality issue at a large precision clad strip customer will lead to a fourth-quarter charge of about $20 to $25 million, excluded from non-GAAP results. The company estimates adjusted EPS of $1.50-$1.55 for the fourth quarter and $5.40-$5.45 for full-year 2025, which it says is slightly below the midpoint of its full-year guidance. Shareholders get a preliminary view ahead of the February 12, 2026 earnings release, and the figures remain unaudited.
Fourth-quarter charge of approximately $20 to $25 million covers a quality claim, material scrap and temporary plant idling costs
Adjusted EPS estimated at $1.50-$1.55 for Q4 and $5.40-$5.45 for full-year 2025, both excluding the charge
Estimates are slightly below the midpoint of full-year guidance; Electronic Materials and Precision Optics performed better than expected
Fourth-quarter earnings release scheduled for February 12, 2026; figures are preliminary and unaudited
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.