1,673 material Form 8-K filings that 1,260 companies we cover made with the SEC in February 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).
HP CEO Enrique Lores stepped down as President, CEO and board member effective the end of February 2, 2026, to pursue an opportunity outside HP. Board member Bruce Broussard was appointed interim CEO effective February 3, 2026, and the board has formed a CEO Search Committee to find a permanent successor. HP also reaffirmed its first quarter and fiscal 2026 outlook, so guidance was not changed.
Enrique Lores stepped down as President, CEO and board member, effective end of day February 2, 2026, to pursue an opportunity outside HP.
Bruce Broussard, age 63, was appointed interim CEO effective February 3, 2026; his pay includes $362,500 in monthly cash and a one-time restricted stock unit award with a grant date value of $7,000,000 that cliff-vests February 3, 2027.
HP reaffirmed fiscal 2026 non-GAAP diluted net EPS of $2.90 to $3.20 and free cash flow of $2.8 to $3.0 billion, and first quarter non-GAAP diluted net EPS of $0.73 to $0.81.
The board reduced authorized directorships from 13 to 12, effective February 3, 2026.
PayPal's board appointed Enrique Lores, former HP Inc. CEO and PayPal board chair, as President and CEO effective March 1, 2026, succeeding Alex Chriss, who resigned as CEO and director effective February 2, 2026. The company said the board's evaluation found that the pace of change and execution over the last two years was not in line with its expectations, and CFO and COO Jamie Miller will serve as interim CEO until Lores takes over.
Enrique Lores appointed President and CEO effective March 1, 2026; offer letter sets base salary at $1,450,000 and target bonus at 200% of base salary.
Lores receives make-whole RSUs with a grant date value of $20,000,000, 2026 annual RSUs and PSUs valued at $16,500,000 each, and one-time PSUs with a target value of $25,000,000.
Jamie Miller named Interim President and CEO effective immediately, with a cash retention award of $3,000,000 vesting 67% on February 2, 2027 and 33% on February 2, 2028.
David Dorman appointed independent Board Chair effective February 2, 2026, replacing Lores as Chair.
Dollar General said independent director David P. Rowland will become Chairman of the Board effective February 4, 2026, succeeding Michael M. Calbert, who stays on as an independent director. Director Warren F. Bryant will retire from the board when his term expires at the 2026 annual shareholder meeting, and the company said his decision was not due to any disagreement. The changes are board governance updates and the filing reports no financial results.
David P. Rowland appointed Chairman of the Board effective February 4, 2026
Michael M. Calbert steps down as chairman but remains an independent director
Warren F. Bryant to retire at the 2026 annual meeting; he joined the board in 2009 per the press release
AZZ Inc. said COO – Metal Coatings Bryan Stovall will retire on June 8, 2026, after completing his employment agreement term. Todd Bella, currently Senior Vice President – Western Operations, will succeed him as President – Metal Coatings effective March 1, 2026, while Stovall stays on as COO through June 8 to support the transition.
Bryan Stovall, President and COO – Metal Coatings, plans to retire on June 8, 2026
Todd Bella, age 46, appointed President – Metal Coatings effective March 1, 2026
Stovall remains Chief Operating Officer – Metal Coatings from March 1 to June 8, 2026 to assist the transition
Compensation details for Bella's appointment will be disclosed in a later filing
Viatris said Chief Legal Officer Brian Roman will leave the role effective February 9, 2026, and remain an employee until April 1, 2026 for transitional purposes. Matthew Maletta, formerly Executive Vice President, Chief Legal Officer and Secretary at Endo, Inc., will become Chief Legal Officer on February 9, 2026. The filing describes a planned leadership handover in a senior legal role rather than a change in company operations or financial results.
Brian Roman ceases to serve as Chief Legal Officer effective February 9, 2026, and remains an employee until April 1, 2026
Roman may receive separation payments equal to base salary plus target bonus, plus a pro rata bonus for 2026, subject to a customary release of claims
Matthew Maletta joins as Chief Legal Officer on February 9, 2026
Maletta served at Endo, Inc. from 2015 to 2025 as Executive Vice President, Chief Legal Officer and Secretary
Lumen Technologies said Chief Revenue Officer Ashley Haynes-Gaspar is leaving, and Jeffery S. Sharritts has been appointed to succeed her as Executive Vice President, Chief Revenue Officer, effective February 4, 2026. Ms. Haynes-Gaspar will provide transition services through March 6, 2026, and will receive severance-related payments and equity vesting in exchange for a release of claims. The filing describes a planned, orderly handover of the sales leadership role.
Ashley Haynes-Gaspar is leaving her role as Executive Vice President, Chief Revenue Officer.
Jeffery S. Sharritts becomes Executive Vice President, Chief Revenue Officer, effective February 4, 2026.
Ms. Haynes-Gaspar's transition services run through March 6, 2026.
Her payments include salary through the transition date and a fiscal year 2025 bonus based on actual performance, plus accelerated vesting of certain time-based restricted shares.
FB Financial Corporation said Chief Accounting Officer Jonathan Pennington is resigning to join another institution, effective on or about February 26, 2026, and that Lynn Joyce will succeed him effective on or about March 1, 2026. The filing says Pennington's departure was not due to any disagreement with the company on accounting, operations, policies or internal controls, and that Joyce's total annual compensation will rise about 29% with the appointment.
Jonathan Pennington resigns as Chief Accounting Officer of FB Financial and FirstBank, effective on or about February 26, 2026; he notified the company on January 28, 2026.
Lynn Joyce, age 62, will become Chief Accounting Officer of both entities effective on or about March 1, 2026, as announced February 2, 2026.
Joyce previously served as CFO of Southern States Bancshares from 2013 until FB Financial acquired it in July 2025, then held a senior finance role at FirstBank.
Joyce's total annual compensation, including bonus opportunities, will increase by approximately 29%.
Lam Research appointed Cadence Design Systems CEO Anirudh Devgan as a director effective February 3, 2026, increasing the board size by one. The company also said Chief Operating Officer Patrick J. Lord will retire effective March 6, 2026, and Seshasayee Varadarajan will succeed him as executive vice president and chief operating officer on the same date.
Anirudh Devgan, Ph.D., age 56, appointed to the board effective February 3, 2026, and joined the Innovation and Technology Committee
Devgan is CEO and a board member of Cadence Design Systems, Inc., and has been its president since November 2017
Patrick J. Lord, Ph.D., retiring as chief operating officer effective March 6, 2026; he notified the company on January 30, 2026
Seshasayee (Sesha) Varadarajan, age 51, named executive vice president and chief operating officer effective March 6, 2026
Disney's board appointed Josh D'Amaro, Chairman of Disney Experiences, as chief executive effective March 18, 2026, when he succeeds Robert A. Iger, who becomes Senior Advisor and stays on the board through December 31, 2026. Dana Walden was named President and Chief Creative Officer on the same date, reporting directly to D'Amaro, marking a leadership transition at the top of the company.
D'Amaro's base salary is $2,500,000, with a target bonus of 250% of base salary and a long-term incentive target value of $26,250,000 per fiscal year.
Walden's base salary is $3,750,000, with a target bonus of 200% of base salary and a long-term incentive target value of $15,750,000 per fiscal year.
D'Amaro is expected to join the board after the 2026 Annual Meeting; Iger steps down from the Executive Committee after that meeting.
The filing cites Disney Experiences' $36 billion in FY2025 annual revenue and Disney's $94.4 billion total FY2025 revenue.
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.