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8-K filings in February 2026, explained

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).

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Expeditors discloses employment agreement with President, Global Products Roberto Martinez

Neutral leadership Written later 5.02

Expeditors International disclosed an employment agreement with Roberto A. Martinez, its President, Global Products, effective June 1, 2025, which the company entered into on May 23, 2025. The filing sets his annual base salary at $100,000, subject to Board or Compensation Committee review, and includes severance terms and a six-month non-compete. The agreement is an administrative compensation disclosure and does not report a change in company financial results.

  • Annual base salary of $100,000, with eligibility for incentive compensation
  • Agreement entered into May 23, 2025, effective June 1, 2025
  • Severance available on termination without cause, subject to a release of claims or resignation
  • Includes a six-month non-compete and 12-month non-solicitation provision
Read the filing on SEC.gov ↗

Destra Multi-Alternative Fund: Independent trustee Paul Kazarian resigns from board

Neutral leadership Written later 8.01

Destra Multi-Alternative Fund (DMA) said independent trustee Paul Kazarian voluntarily stepped down from its Board of Trustees, effective February 12, 2026. The filing does not describe reasons for the resignation, and the fund says it will announce any updates on board composition as appropriate.

  • Paul Kazarian, an independent trustee, voluntarily resigned from the Board of Trustees
  • Resignation effective February 12, 2026; announced February 19, 2026
  • The fund will announce any updates regarding Board composition as appropriate
Read the filing on SEC.gov ↗
MANManpowerGroup Inc. Feb 19, 4:42 PM ET

ManpowerGroup renews severance letter agreements with four executives, expiring Feb. 28, 2029

Neutral leadership Written later 5.02

ManpowerGroup entered into new letter agreements dated February 13, 2026 with Jonas Prising, Becky Frankiewicz, Jack McGinnis and Michelle S. Nettles covering severance, other post-employment benefits and restrictive covenants. The new agreements replace similar prior agreements and are in substantially the same form apart from their term. The filing contains no new financial figures, so the change is administrative and shareholders are not directly affected by a stated amount.

  • Letter agreements dated February 13, 2026 with four executives: Jonas Prising, Becky Frankiewicz, Jack McGinnis and Michelle S. Nettles
  • Agreements replace prior similar agreements and are in substantially the same form, aside from the new term
  • New agreements expire on the earlier of two years after a change of control or February 28, 2029 if no change of control occurs before then
Read the filing on SEC.gov ↗
NNNNNN REIT, INC. Feb 19, 4:35 PM ET

NNN REIT Board Chair Steven Cosler retires; Edward Fritsch named successor

Neutral leadership Written later 5.027.01

NNN REIT announced that Chair Steven D. Cosler retired from its Board effective February 18, 2026, and that independent director Edward J. Fritsch will succeed him as Chair. The change is a board leadership transition with no financial results or guidance included in the filing.

  • Steven D. Cosler retired from the Board effective February 18, 2026; he had served on the Board since August 2016 and as Chair since May 2021.
  • Edward J. Fritsch, a director since February 2012, becomes Chair upon Mr. Cosler's retirement.
  • Mr. Fritsch is a former President and CEO of Highwoods Properties, Inc. (retired 2019).
Read the filing on SEC.gov ↗
NBHCNational Bank Holdings Corp Feb 19, 4:28 PM ET

NBHC Executive Chris Randall Moves to New SBA Delivery Role Effective February 13

Neutral leadership Written later 5.02

National Bank Holdings disclosed that Chris Randall, a former named executive officer, took a new role as EVP, SBA Delivery effective February 13, 2026, and resigned from the boards of NBH Bank and Bank of Jackson Hole Trust. The change is tied to integration following the January 7, 2026 closing of the Vista Bancshares acquisition, and the company says it is part of organizational enhancements.

  • Chris Randall moved to EVP, SBA Delivery effective February 13, 2026, from EVP, Head of Commercial, Specialty & Business Banking
  • Transition Agreement sets a $250,000 annual base salary and a 30% target cash incentive
  • He receives a one-time restricted stock award with a grant date fair value of $25,000, and a change of control agreement was terminated
Read the filing on SEC.gov ↗
VNOMViper Energy, Inc. Feb 19, 4:27 PM ET

Viper Energy promotes Will Krueger to general counsel and secretary, effective Feb. 18

Neutral leadership Written later 5.02

Viper Energy named Will Krueger, previously Vice President – Legal, as Vice President, General Counsel and Secretary, effective February 18, 2026. Matt Zmigrosky, who held the Viper general counsel and secretary roles, stepped down from them to make way for the promotion. The change is an internal leadership update that does not alter Viper's financial results or reported figures.

  • Will Krueger promoted to Vice President, General Counsel and Secretary, effective February 18, 2026
  • Krueger remains an employee of Diamondback E&P LLC and continues to serve Viper under the Services and Secondment Agreement dated November 2, 2023
  • Krueger will report to Matt Zmigrosky, Diamondback's Executive Vice President, Chief Legal and Administrative Officer and Secretary
  • Zmigrosky stepped down as Viper's Executive Vice President, General Counsel and Secretary to facilitate the promotion
Read the filing on SEC.gov ↗
MTHMeritage Homes CORP Feb 19, 4:25 PM ET

Meritage Homes: Director Dennis Arriola to step down March 31, 2026; board shrinks to 11

Neutral leadership Written later 5.028.01

Meritage Homes director Dennis V. Arriola notified the company on February 17, 2026 that he will step down effective March 31, 2026, and the filing states the resignation did not result from any disagreement with the company. The board also decided to reduce its size from 12 to 11 directors, effective upon his resignation.

  • Dennis V. Arriola's board resignation takes effect March 31, 2026.
  • Notice of the resignation was given to the company on February 17, 2026.
  • The filing says the resignation did not result from any disagreements with the company.
  • Board size falls from 12 to 11 directors under the amended and restated bylaws.
Read the filing on SEC.gov ↗
BCPCBALCHEM CORP Feb 19, 4:16 PM ET

Balchem names Erin Gilson chief accounting officer, succeeding retiring William Backus

Neutral leadership Written later 5.02

Balchem Corporation said its Vice President and Chief Accounting Officer, William A. Backus, is retiring on March 31, 2026. The Board elected Erin L. Gilson, currently Senior Director, Accounting and Financial Reporting, to succeed him effective April 1, 2026. The filing says there are no material changes to Ms. Gilson's compensatory arrangement, so the change is an internal succession and does not alter the company's financial figures.

  • William A. Backus, Vice President and Chief Accounting Officer, retires March 31, 2026, as previously announced on March 3, 2025
  • Board elected Erin L. Gilson on February 12, 2026, as Vice President and Chief Accounting Officer, effective April 1, 2026
  • Ms. Gilson joined Balchem in February 2016 and currently serves as Senior Director, Accounting and Financial Reporting
  • No material changes to Ms. Gilson's compensatory arrangement as a result of this election
Read the filing on SEC.gov ↗
SNPSSYNOPSYS INC Feb 19, 4:15 PM ET

Synopsys appoints former Deloitte executive Peter Shimer to board of directors

Neutral leadership Written later 5.027.01

On February 14, 2026, Synopsys increased its board from eleven to twelve directors and appointed Peter A. Shimer, a former senior executive at Deloitte, as a director and Audit Committee member. The board also decided not to renominate directors Luis Borgen and Dr. Ajei Gopal, who will remain on the board through the 2026 Annual Meeting of Stockholders. The filing contains no financial results or guidance.

  • Board size increased from eleven to twelve directors; Shimer appointed effective immediately and will serve on the Audit Committee
  • Shimer receives a $140,000 annual cash retainer, a $350,000 initial restricted stock award vesting over three years, and a prorated interim restricted stock award based on a $200,000 annual award
  • Luis Borgen and Dr. Ajei Gopal will not be renominated and will serve through the 2026 Annual Meeting of Stockholders
Read the filing on SEC.gov ↗
WDFCWD 40 CO Feb 19, 4:08 PM ET

WD-40 Company adds Ken Plunk to board, expanding it from 9 to 10 directors

Neutral leadership Written later 5.027.01

WD-40 Company said its board appointed Ken Plunk as a director effective February 18, 2026, increasing the board from nine to 10 members. Plunk will serve on the Audit and Finance Committees, and his director pay includes a fully vested restricted stock unit award valued at about $125,000 at grant. The filing does not include financial results, so the change is mainly a governance update for shareholders.

  • Ken Plunk appointed director effective February 18, 2026, and joins the Audit and Finance Committees
  • Board size increased from 9 to 10 directors effective February 18, 2026
  • RSU award covering 515 shares, valued at about $125,000 at the February 18, 2026 grant date, plus $75,000 in cash base compensation through the 2026 annual meeting
  • Plunk was chief financial officer of J&J Snack Foods Corp. from September 2020 to December 2024
Read the filing on SEC.gov ↗
SFMSprouts Farmers Market, Inc. Feb 19, 4:05 PM ET

Sprouts names Don Clark chief merchandising officer as Scott Neal retires

Neutral leadership Written later 5.02

Sprouts Farmers Market said Scott Neal, its chief merchandising officer, is retiring effective immediately, and Don Clark has been appointed to succeed him in the role. The company also created a new chief customer officer position, filled by Amanda Rassi, which reflects a change in how the company organizes its leadership team.

  • J. Scott Neal advised the company on February 16, 2026 of his intent to retire, effective immediately, and will advise through March 2026
  • Don Clark was appointed chief merchandising officer on February 16, 2026, with over 25 years of CPG and retail merchandising experience
  • Clark will report to Nick Konat, president and chief operating officer, and oversee perishable, non-perishable and merchandise operations
  • Amanda Rassi was appointed to the new chief customer officer role, also reporting to Konat, overseeing marketing, loyalty, eCommerce and consumer insights
Read the filing on SEC.gov ↗
PAYCPaycom Software, Inc. Feb 19, 9:15 AM ET

Paycom names Shane Hadlock president; bylaws amended to update the president's role

Neutral leadership Written later 5.025.037.01

Paycom's Board appointed Shane Hadlock as President on February 18, 2026, with a title of President and Chief Client Officer, and he will perform the functions of the company's sole principal operating officer. The Board also approved amended and restated bylaws that let the Board or the CEO assign the president's duties, and that broaden the definition of "Principal Competitor" used in advance notice provisions.

  • Shane Hadlock appointed President on February 18, 2026; his annual base salary was increased to $700,000
  • Randy Peck, Chief Operating Officer, will report to Hadlock; Chad Richison remains CEO and Chairman
  • Amended and Restated Bylaws, approved February 18, 2026, change how the president's duties are assigned and define "Principal Competitor" by Board determination (Exhibit 3.1)
Read the filing on SEC.gov ↗
YETIYETI Holdings, Inc. Feb 19, 6:05 AM ET

YETI names Scott Bomar CFO effective Feb. 23, 2026; Michael McMullen to depart

Neutral leadership Written later 5.027.01

YETI Holdings announced that Scott Bomar, previously Senior Vice President of Finance at The Home Depot, will become Senior Vice President, Chief Financial Officer and Treasurer effective February 23, 2026, and will also serve as principal accounting officer. Current CFO Michael McMullen's role ends on the same date; he will serve as a consultant until May 31, 2026, and the filing discloses no financial results.

  • Scott Bomar's annual base salary is $725,000, with a 2026 short-term incentive target of 100% of base and a long-term incentive target of 250% of base.
  • Bomar receives a $500,000 sign-on bonus, sign-on RSUs valued at $2,500,000 (time-based) and $1,000,000 (performance-based), and a $100,000 relocation bonus.
  • Michael McMullen, who was informed on February 13, 2026 that his role would end, will receive Senior Leadership Severance Benefits Plan benefits and consulting fees of $10,000 per month, $30,000 in total, through May 31, 2026.
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.