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).
On February 10, 2026, Celsius Holdings' board accepted the resignations of directors Israel Kontorvsky and Michael Del Pozzo, both appointed under PepsiCo's board designation rights, and appointed Christy Jacoby and John Short to fill the vacancies. The same day, Tony Guilfoyle moved from Chief Commercial Officer to Chief Customer Officer and no longer serves as an executive officer under SEC rules. The filing reports no compensation for the new directors and describes board seats tied to PepsiCo's rights under an August 28, 2025 securities purchase agreement.
Kontorvsky and Del Pozzo resigned from the board effective February 10, 2026; both had been appointed under PepsiCo's board designation rights.
Christy Jacoby, 55, and John Short, 53, were appointed directors effective February 10, 2026, with terms ending at the 2026 annual meeting.
Jacoby joined the Audit and Enterprise Risk Committee; Short joined the Governance and Nominating Committee.
Tony Guilfoyle became Chief Customer Officer and ceased to be an executive officer under SEC rules.
Cantor Equity Partners IV, Inc. appointed Alan Riffkin as a Class II director effective February 10, 2026, and named him to the audit and compensation committees. The board approved $50,000 per year in director pay for him, paid quarterly. The filing describes a board addition rather than a change in company operations or financial results.
Alan Riffkin appointed to the board as a Class II director effective February 10, 2026
Also appointed to the Audit Committee and the Compensation Committee
Director compensation of $50,000 per year, paid quarterly
Filing states no family relationships between Mr. Riffkin and any director or executive officer
Franklin BSP Realty Trust, Inc. (FBRT) said its board appointed Michael Comparato as chief executive officer, effective immediately, succeeding Richard J. Byrne, who resigned as CEO on February 10, 2026. Byrne will remain chairman, and Brian Buffone was appointed president to succeed Comparato, also effective immediately. The change is a leadership transition at the top of the company, which is externally managed by Benefit Street Partners L.L.C.
Michael Comparato, 48, appointed CEO effective February 10, 2026; he had been president since March 2023
Richard J. Byrne resigned as CEO on February 10, 2026 and will continue as Chairman of the Board
Brian Buffone, 48, appointed president; he has been head of real estate operations at the Advisor since January 2025
On February 5, 2026, Dauch's board appointed Fiona MacAulay and Simon Mackenzie Smith as independent directors, with committee seats effective April 29, 2026. The same day, Dauch named Markus Bannert Vice President, Metal Forming, with a base salary of €800,000 and a performance equity award with a target of 90,909 shares. The filing describes these as board and executive appointments and contains no financial results.
MacAulay joins as a Class I director serving until the 2027 annual meeting and is appointed to the Compensation and Nominating/Corporate Governance committees, effective April 29, 2026.
Smith joins as a Class II director serving until the 2028 annual meeting and is appointed to the Audit and Technology committees, effective April 29, 2026.
Bannert's base salary is €800,000, with a target annual bonus of 75% and a target long-term incentive of 150% of base salary.
Bannert's inducement award has a target of 90,909 shares, with up to 272,727 shares earnable; 50% vests at the end of the performance period ending March 31, 2029, and the rest one year later.
Danaher Corporation disclosed that director Jessica L. Mega retired from its Board of Directors effective February 5, 2026, citing commitments tied to her other professional obligations. The filing states her decision was not the result of any disagreement with Danaher on its operations, policies or practices.
Jessica L. Mega notified the Board on February 5, 2026, of her retirement, effective the same day.
She cited commitments related to her other professional obligations.
The filing states there was no disagreement with Danaher on operations, policies or practices.
The 8-K contains no financial results; its only exhibit is an inline XBRL cover page.
Two Southwest Airlines board members, C. David Cush and Gregg A. Saretsky, submitted resignations on February 9, 2026, effective February 23, 2026. The company states neither departure involves a disagreement with Southwest on its operations, policies or practices.
Directors C. David Cush and Gregg A. Saretsky submitted resignations on February 9, 2026.
Resignations take effect February 23, 2026.
The filing states neither departure is due to a disagreement with the company on operations, policies or practices.
Rambus Inc. said its Senior Vice President and Chief Financial Officer, Desmond Lynch, will resign effective February 27, 2026, to pursue another professional opportunity, and that the departure is not tied to any disagreement with the company. Vice President and Chief Accounting Officer John Allen will serve as interim CFO while the company searches for a permanent successor. The company also reaffirmed its previously issued guidance for the first quarter of fiscal 2026.
Desmond Lynch resigns as CFO effective February 27, 2026, to pursue another professional opportunity
John Allen, age 62, named Vice President, Interim Chief Financial Officer; he remains Chief Accounting Officer
Allen's annual base salary is $383,985 with a target bonus of $153,594; compensation is subject to review
Rambus reaffirmed its previously issued guidance for the first quarter of fiscal 2026
On February 9, 2026, UMB Financial's Compensation Committee approved change-in-control agreements with each named executive officer, providing severance if they are terminated without cause or resign for good reason within 24 months after a change in control. The filing gives no financial amounts for the company, and the full agreements will be filed with the 10-Q for the quarter ending March 31, 2026.
Agreements approved February 9, 2026 with each named executive officer; initial term runs through December 31, 2026 and renews annually.
CEO and CEO of UMB Bank, n.a. receive 3X the sum of base salary and bonus; other named executive officers receive 2X.
Benefits include 18 months of group health premiums, pro-rated target bonus, and full equity acceleration for assumed awards.
Full form of agreement to be attached to the Form 10-Q for the quarter ending March 31, 2026.
Sun Communities appointed Fernando Castro-Caratini as interim Chief Financial Officer effective February 4, 2026, after Mark E. Patten left the role the same day in what the company called a mutual decision. The company has started a search for a permanent CFO, so the post remains interim for now.
Castro-Caratini, age 42, previously served as CFO for about four years and was a senior advisor before this appointment.
Patten's departure was described as mutual and not tied to disagreements over financial policies, accounting, financial statements or disclosures.
Patten will receive separation payments of $3,000,000.
Castro-Caratini's transition agreement runs to February 28, 2027, with a salary of $45,833 per month and a 2026 bonus of up to $1,100,000 plus a $1,000,000 tenure bonus.
McDonald's board increased its size to 12 directors and elected James D. Farley Jr., president and CEO of Ford Motor Company, effective February 4, 2026. The board said he is independent and has not been named to any board committee.
Board expanded to 12 directors, effective February 4, 2026, and Farley elected the same day.
Farley currently serves as President and CEO of Ford Motor Company and sits on Ford's board.
Farley has no board committee assignments yet; he will receive director compensation generally consistent with non-employee directors.
J.M. Smucker said John Brase, President and Chief Operating Officer, is no longer an executive officer effective February 9, 2026, and the company has eliminated the COO role. The company also made several promotions, including Mark Smucker resuming the President title, and said it expects to maintain its fiscal 2026 outlook, with an update due on February 26, 2026.
John Brase is no longer an executive officer effective February 9, 2026; the company expects to enter a separation agreement with him.
Tucker Marshall's base salary rises from $725,000 to $745,000 after his promotion to Chief Financial Officer | Executive Vice President.
Robert Ferguson was elected an executive officer as Chief Product Supply Officer, with a base salary of $700,000.
The company expects to maintain its fiscal 2026 outlook and will update it on its third quarter earnings call on February 26, 2026.
Prudential Financial's board elected Maryann T. Mannen as an independent director on February 9, 2026, effective May 12, 2026, subject to shareholder approval per the news release. Mannen is chairman, president and chief executive officer of Marathon Petroleum Corporation and MPLX LP, and will sit on two board committees.
Board elected Maryann T. Mannen as an independent director on February 9, 2026; appointment effective May 12, 2026
Mannen will serve on the Corporate Governance and Business Ethics Committee and the Compensation and Human Capital Committee
Mannen is chairman, president and CEO of Marathon Petroleum Corporation and MPLX LP, and previously served as CFO of Marathon Petroleum
Target said Lisa Roath, a 48-year-old Target veteran, will become Executive Vice President and Chief Operating Officer on February 15, 2026, with an annual base salary of $775,000. Rick Gomez, Executive Vice President and Chief Commercial Officer, will step down from that role on the same date and move to an advisor role until April 17, 2026, when he is expected to leave the company with severance.
Lisa Roath appointed Executive Vice President and Chief Operating Officer, effective February 15, 2026
Roath's annual base salary is $775,000; she has been with Target since 2006
Rick Gomez steps down as Executive Vice President and Chief Commercial Officer effective February 15, 2026
Gomez stays as a non-executive advisor until April 17, 2026, and is expected to receive severance under the Income Continuation Plan
WESCO International said CFO David Schulz plans to retire effective May 31, 2026, and named Indraneel Dev as Executive Vice President and Chief Financial Officer, effective on a mutually agreed date in February 2026. Schulz will shift to a special advisor role to the CEO until retirement, and the filing says his decision was not due to any disagreement with the company. The change is a planned leadership transition at the finance chief level, and the filing contains no financial results or guidance.
David Schulz, CFO since 2016, retires effective May 31, 2026, serving as Special Advisor to the CEO until then
Neel Dev, formerly CFO and Chief Revenue Officer of Congruex LLC, joins as CFO in February 2026
Dev's base salary is $800,000, with a $500,000 sign-on cash bonus and sign-on restricted stock units granted at $1,500,000 and $2,800,000
Dev's expected 2026 annual equity award has an aggregate grant date fair value of $2,700,000
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.