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).
Knowles Corporation's Compensation Committee granted Chief Operating Officer Daniel J. Giesecke a special award of performance share units on February 17, 2026, with a grant date fair value of $500,000. The units vest only if revenue and adjusted EBIT goals for the Cornell Dubilier business unit are met over 2026 and 2027, and remain subject to his continued employment.
Award granted February 17, 2026 to COO Daniel J. Giesecke under the 2018 Equity and Cash Incentive Plan
Target of 18,423 PSUs, grant date fair value of $500,000; payout ranges from 0% to 140% of target
Performance period January 1, 2026 to December 31, 2027, based on Cornell Dubilier revenue and adjusted EBIT goals
Units are forfeited if employment ends before the performance period ends, except under specified change-of-control terms
Ventas said its Senior Vice President, Chief Accounting Officer and Controller, Gregory R. Liebbe, is resigning to pursue other opportunities, with his last day set for February 27, 2026. The company said the resignation is not due to any disagreement, including on accounting practices or financial reporting. CFO Robert F. Probst will serve as interim Chief Accounting Officer while Ventas searches for a permanent successor.
Gregory R. Liebbe, SVP, Chief Accounting Officer and Controller, resigned; last day is February 27, 2026
Liebbe informed the company of his resignation on February 16, 2026
The company states the departure is not related to any disagreement on accounting or financial reporting
Robert F. Probst, EVP and CFO, will act as interim Chief Accounting Officer during a comprehensive search
On February 19, 2026, Tetra Tech's board appointed Roger R. Argus as a director, effective immediately, in connection with his promotion to Chief Executive Officer in February 2026. The board will have seven members, and Argus will not serve on any committee. At the same meeting, the votes show majority support for all six director nominees, the advisory pay resolution, the Employee Stock Purchase Plan amendment, and the ratification of PricewaterhouseCoopers LLP.
Roger R. Argus appointed to the board effective February 19, 2026; he has been President since October 2025 and joined the company more than 30 years ago
Board will consist of seven members, including Argus; he will not serve on any board committee
Prashant Gandhi received the fewest For votes among the six director nominees at 188,693,342, against 27,760,069 Against votes
PricewaterhouseCoopers LLP ratification for fiscal 2026: 212,448,506 For and 19,813,032 Against
Bruker Corporation disclosed that director Cynthia M. Friend will not stand for re-election at the 2026 Annual Meeting, though she will serve out her term, and that its board declared a quarterly cash dividend of $0.05 per share payable April 7, 2026. The filing also says Jack Phillips was re-elected as a Class II director after stepping down from Class III, with his board service treated as uninterrupted since January 1, 2026.
Dr. Cynthia M. Friend, a director since May 2016 and member of the Compensation Committee, will not stand for re-election when her Class II term expires; the filing says the decision involves no disagreement with the company.
Quarterly cash dividend of $0.05 per share declared February 19, 2026, payable April 7, 2026, to holders of record at the close of business on March 23, 2026.
Jack Phillips stepped down as a Class III director on February 19, 2026, and was immediately re-elected as a Class II director; he will stand for re-election at the 2026 Annual Meeting.
Aramark's Compensation Committee approved special restricted stock unit grants worth $3,000,000 each to Chief Operating Officer Marc Bruno (U.S. Food and Facilities) and Chief Operating Officer, International Carl Mittleman, effective February 19, 2026 for Bruno. The RSUs vest on the earlier of a third anniversary of grant or six months after a permanent successor CEO starts, which signals the company is tying these executives to the leadership transition.
Special RSU grant to Marc Bruno with grant date fair value of $3,000,000, effective February 19, 2026
Special RSU grant to Carl Mittleman with grant date fair value of $3,000,000, same terms as Bruno's
Vesting: earlier of third anniversary of grant or six months after a permanent successor CEO begins work
Both grants approved February 17, 2026; accelerated vesting applies on certain qualifying terminations
ICU Medical's Compensation Committee approved an amendment to its Executive Severance Plan on February 20, 2026, extending the plan's expiration date by three years to December 31, 2028. The change is effective as of December 31, 2025, and the full amendment is filed as Exhibit 10.1.
Compensation Committee approved the amendment to the Executive Severance Plan on February 20, 2026
Amendment extends the plan's expiration date by three years, to December 31, 2028
Change is effective as of December 31, 2025; full text filed as Exhibit 10.1
Buckle said its Executive Vice President of Stores, Kari G. Smith, and Senior Vice President of Sales, Michelle M. Hoffman, retired effective February 13, 2026, as previously announced in a January 23, 2026 press release. Both executed separation agreements providing a one-time cash payment equal to twenty-six weeks of their most recent annual salary plus a $20,000 payment in lieu of COBRA healthcare reimbursement. The filing does not state who will fill these roles.
Kari G. Smith (EVP of Stores) and Michelle M. Hoffman (SVP of Sales) retired effective February 13, 2026
Separation agreements signed February 16, 2026 (Hoffman) and February 18, 2026 (Smith)
Each receives a one-time payment of twenty-six weeks of pay plus $20,000 in lieu of COBRA healthcare continuation
Southside Bank entered a split-dollar life insurance agreement with CEO Keith Donahoe, effective February 19, 2026, under which the bank owns the policies and receives the cash surrender value and part of the net death benefits. Separately, director Michael J. Bosworth will retire at the 2026 Annual Meeting on May 14, 2026, and the board size will shrink from 14 to 13 members.
If Donahoe dies while employed, his beneficiary receives $2,100,000, increased annually for inflation.
If Donahoe dies after leaving the bank with vested benefits, his beneficiary receives 1.5 times his final-year base salary, capped at net death proceeds.
After retirement, the bank will pay an annual gross-up bonus to cover federal income tax on the benefit.
Director Michael J. Bosworth, on the board since 2017, retires effective at the May 14, 2026 Annual Meeting under the company's Director Departure Policy.
Hecla Mining's longtime director Stephen F. Ralbovsky retired from the Board effective February 19, 2026, after serving as Audit Committee chair. The Board appointed director Jill Satre as Audit Committee chair the same day, a routine governance change that does not alter the company's reported financial results.
Stephen F. Ralbovsky retired from the Board effective February 19, 2026; he had been a director since 2016.
Ralbovsky did not disclose any disagreement with the company on operations, policies, or practices.
Jill Satre was appointed Audit Committee chair on February 19, 2026; she joined the Board in October 2024.
Satre is Vice President Internal Audit & Corporate Compliance at TC Energy Corporation.
Domino's Pizza director James A. Goldman informed the company on February 18, 2026, that he will retire from the Board and will not stand for reelection at the April 2026 Annual Meeting of Shareholders. He will serve through the rest of his current term. The filing describes a board seat leaving at the end of the term, with no successor named.
Director James A. Goldman notified the company on February 18, 2026 of his retirement decision.
Goldman has served on the Board for more than 15 years and will not stand for reelection in April 2026.
He will remain on the Board through the remainder of his current term.
Choice Hotels said General Counsel, Corporate Secretary and External Affairs head Simone Wu intends to retire in the first half of 2026. She will remain in her role until a successor is appointed and will help with an orderly transition. The filing does not name a successor, and it reports no financial results or change to the company's outlook.
Simone Wu, Senior Vice President, General Counsel, Corporate Secretary & External Affairs, informed the company on February 20, 2026 of her intent to retire.
Retirement is expected in the first half of 2026, and she will stay in her role until a successor is appointed.
Her departure benefits follow her Non-Competition, Non-Solicitation & Severance Benefit Agreement, dated February 13, 2012 and amended March 25, 2013 and December 31, 2025.
Erie Indemnity said President and CEO Timothy G. NeCastro will retire on December 31, 2026, ending a 30-year career at the company, including his tenure as CEO since 2016. The board will begin a search for a successor immediately, and NeCastro will remain in his role through the end of 2026 to support continuity.
NeCastro retires as president and CEO on December 31, 2026, after serving as CEO since 2016
He has been with the company for 30 years, including roles in internal audit, finance, product and policy services, and regional field operations
The board has begun a search for a new president and CEO
NeCastro will continue as president of the Erie Insurance Foundation after retiring as CEO
Kirby Corporation expanded its Board of Directors from nine to ten members and elected Tracy A. Embree, former President of Otis Americas, as an independent Class I director effective February 16, 2026. The filing describes this as a board appointment with director pay, and it reports no financial results or change to executive roles.
Board expanded from nine to ten directors; Tracy A. Embree elected effective February 16, 2026 to serve until the 2026 annual meeting
Embree has more than 25 years of experience in power generation, manufacturing and distribution, including roles at Otis Worldwide and Cummins, Inc.
Director pay includes an automatic restricted stock grant of approximately $41,875 and a prorated annual fee of $21,250 paid quarterly
NOV Inc. disclosed that director Ben A. Guill resigned from its Board of Directors, effective after the February 19, 2026 Board meeting. He cited his future personal schedule and other time commitments, and the company said the resignation was not due to any dispute or disagreement with the company or the Board.
Ben A. Guill resigned as a director effective after the February 19, 2026 Board meeting.
Stated reason: future personal schedule and other time commitments.
The company said there was no dispute or disagreement on operations, policies, or practices.
Coca-Cola said Henrique Braun, its current Chief Operating Officer, will become Chief Executive Officer effective March 31, 2026, succeeding James Quincey, who will remain as Executive Chairman of the Board. The company also set the base salaries for both executives in letters dated February 19, 2026, which take effect on the same date. For shareholders, this is a planned leadership transition, and the filing does not describe any change to financial results or guidance.
Henrique Braun becomes Chief Executive Officer effective March 31, 2026, as previously announced on December 10, 2025.
Braun's base salary will be $1,450,000 and his target annual incentive will be 200% of base salary.
James Quincey continues as Executive Chairman with a base salary of $1,200,000 and a target annual incentive of 200% of base salary.
CMS Energy and its subsidiary Consumers Energy elected Diane Leopold and Richard P. Keyes to their boards of directors, effective February 20, 2026. Both boards increased their membership from nine to eleven, and the new directors take committee seats, including Leopold on Compensation and Human Resources and Finance, and Keyes on Audit and Governance, Sustainability and Public Responsibility. The filing describes board composition changes and does not report any financial results or guidance.
Diane Leopold, retired EVP and chief operating officer of Dominion Energy, joins the boards and the Compensation and Human Resources and Finance committees
Richard P. Keyes, president and CEO of Meijer, Inc., joins the boards and the Audit and Governance, Sustainability and Public Responsibility committees
Both boards increased authorized membership from nine to eleven members
Each new director will receive a pro-rata restricted stock grant and enter into Director Indemnification Agreements
Nucor's board elected John L. "Jack" Sullivan, currently Vice President, Treasurer and General Manager of Investor Relations, as Chief Financial Officer, Treasurer and Executive Vice President, effective March 1, 2026. Stephen D. Laxton, who has served as CFO, continues as President and Chief Operating Officer, so the change is a planned leadership handover in the finance role.
Sullivan's annual base salary will increase to $680,000 effective March 1, 2026.
Sullivan, 52, joined Nucor in 2022 and previously spent 13 years at Duke Energy and nine years at Bank of America.
Laxton was promoted to President and Chief Operating Officer effective January 1, 2026, and is covered by the 8-K as the officer he succeeds.
BWX Technologies appointed Daniel L. Jablonsky as a director effective March 2, 2026, expanding the board from nine to ten members. He will also serve on the Audit and Finance Committee, and the board determined he is independent and an audit committee financial expert.
Board increased from nine to ten directors on February 18, 2026
Jablonsky's initial term expires at the 2026 annual shareholder meeting
Non-employee director annual equity award is $165,000, per the 2025 proxy statement
Jablonsky previously served as CEO and chairman of Ursa Major and as CEO of Maxar Technologies
Autoliv said director Martin Lundstedt will not stand for re-election, ending his board term at the 2026 Annual Stockholders Meeting, and that the company's Franz-Josef Kortüm will also leave the board after reaching the mandatory retirement age. The board will cut its size from eleven members to nine after the 2026 annual meeting votes are counted. For shareholders, this is a governance change affecting board composition, and the filing states Lundstedt's decision was not the result of any disagreement with the company.
Martin Lundstedt, a director since 2021, will not stand for re-election; his term ends at the 2026 Annual Stockholders Meeting on May 7, 2026.
Franz-Josef Kortüm will not stand for re-election after reaching the company's mandatory director retirement age.
Board size will fall from eleven to nine members, effective after the polls close at the 2026 Annual Meeting.
Record date for the annual meeting is March 11, 2026; the meeting will be in-person only.
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.