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).
Albertsons Companies appointed Brian Rice, Executive Vice President and Global Chief Information Officer at McDonald's, as a director effective February 25, 2026, expanding the board from 10 to 11 members. Rice has not been placed on any board committee, and the board has determined he is independent under NYSE rules. The appointment adds a director with technology, cybersecurity and digital experience to the board, which the company's CEO said will support its technology and AI priorities.
Brian Rice appointed to the Board effective February 25, 2026, with a term ending at the 2026 annual meeting
Board expands from 10 to 11 directors; Rice has not been appointed to any committee
Rice will receive the same non-management director compensation as disclosed in the 2025 proxy statement filed June 20, 2025
AMG announced that G. Staley Cates, former Vice Chairman of Southeastern Asset Management, will join its Board as an independent director effective April 1, 2026. Director Karen L. Alvingham, who joined the Board in January 2018, will retire from the Board on the same date, and Jay C. Horgen was re-appointed President effective April 1, 2026 while continuing as Chief Executive Officer. The filing contains no financial results, so the changes affect board composition and leadership titles rather than reported performance.
G. Staley Cates joins the Board as an independent director effective April 1, 2026; he was Vice Chairman of Southeastern from 2015 through 2024 and its President from 1989 through 2015.
Karen L. Alvingham will retire from the Board effective April 1, 2026; she was appointed in January 2018.
Jay C. Horgen was re-appointed President effective April 1, 2026 and will continue to serve as Chief Executive Officer.
Rexford Industrial Realty appointed John Nahas as Chief Operating Officer effective April 1, 2026, alongside Laura Clark's previously announced move to Chief Executive Officer. The company also adopted an Executive Severance Plan and said it reaffirmed its 2026 general and administrative expense guidance of approximately $60 million.
Nahas, age 43, joined the company in January 2023 and has been Managing Director of Operations and Asset Management since July 2023.
The company reaffirmed its previously disclosed 2026 general and administrative expense guidance of approximately $60 million.
The press release says total aggregate executive compensation was significantly reduced by approximately 50% compared with prior levels.
The Executive Severance Plan is effective February 24, 2026; Co-CEOs Michael S. Frankel and Howard Schwimmer are excluded from it.
J.M. Smucker's board increased its size to 11 members and elected Woo-Sung (Bruce) Chung, CFO of NRG Energy, and David Singer, former CEO of Snyder's-Lance, effective April 15, 2026. The appointments follow engagement with Elliott Investment Management, and the company has entered an information-sharing agreement with Elliott. The filing reports no financial results, so the change is a governance development rather than a direct financial measure.
Board expanded to 11 directors, with 10 described as independent, effective April 15, 2026
Chung and Singer will both serve on the Audit Committee; Mercedes Abramo moves from Audit to Nominating, Governance, and Corporate Responsibility Committee
Appointments follow constructive engagement with Elliott Investment Management, which the company describes as one of its largest investors
Company will enter indemnity agreements with Chung and Singer, in substantially the same form as those with current directors
Parsons' board approved a stock award for CEO Carey A. Smith on February 20, 2026, with a target grant-date value of $10 million, split 60% performance stock units and 40% restricted stock units. The award is meant to recognize her performance and retain her, and its performance units pay out based on the company's relative total stockholder return against a custom peer group, so pay depends on how the stock performs against peers.
Board approved the award on February 20, 2026, with a target grant-date value of $10 million.
PSUs (60%) cover January 1, 2026 through December 31, 2029; target payout is $6 million at the 65th percentile of relative TSR.
RSUs (40%) vest ratably over four years starting March 10, 2026, about $1 million per year at target.
PSU payout is zero at or below the 35th percentile and capped at $9 million (150% of target) at or above the 75th percentile.
Elevance Health announced management changes: CFO Mark Kaye will add oversight of Carelon, and Felicia Norwood will lead a consolidated Health Benefits organization. Carelon president Peter D. Haytaian leaves that role effective May 4, 2026, and will serve as Special Advisor through December 31, 2026. The company also reaffirmed its 2026 earnings and benefit expense ratio guidance, so the leadership changes come without a change to its outlook.
Peter D. Haytaian leaves his role as President of Carelon effective May 4, 2026, to devote more time to family commitments; he will serve as Special Advisor through December 31, 2026.
CFO Mark Kaye expands his responsibilities to include oversight of Carelon; Felicia Norwood assumes responsibility for the consolidated Health Benefits organization.
2026 guidance reaffirmed: shareholders' earnings of at least $22.30 per diluted share, including about $3.20 per diluted share of net unfavorable items; adjusted earnings of at least $25.50 per diluted share.
Benefit expense ratio guidance for 2026 reaffirmed at 90.2% plus or minus 50 basis points.
Kilroy Realty's board appointed Gary Stevenson as Chair effective February 24, 2026, succeeding Edward Brennan, who remains a director. The board also expanded from seven to nine members with two new independent directors, and director Peter Stoneberg will retire at the 2026 annual meeting. The changes affect board leadership and committee oversight, and the filing reports no financial results.
Gary Stevenson appointed Chair of the Board effective February 24, 2026, succeeding Edward Brennan, PhD
Cia Buckley Marakovits and David Kieske appointed independent directors; board size increased from seven to nine
Peter Stoneberg will not stand for re-election and will retire at the 2026 annual meeting; board to decrease to eight
Corporate Social Responsibility and Sustainability Committee to be disbanded; Brennan named Audit Committee chair and Jolie Hunt named Executive Compensation Committee chair
Chief Financial Officer Carey Hendrickson will leave U.S. Physical Therapy on April 24, 2026 to take another CFO job at a publicly traded company, and the company says the decision was not tied to any disagreement about accounting or financial reporting. Senior Vice President of Finance and Accounting Jason Curtis will serve as interim CFO during a search for a permanent successor. The same filing reports fourth-quarter results in which adjusted EBITDA rose 13.5% while GAAP net income attributable to USPH shareholders fell to $4.2 million from $9.2 million.
Hendrickson's last day is April 24, 2026; Jason Curtis becomes interim CFO while the company searches for a permanent successor.
Q4 2025 Non-GAAP Adjusted EBITDA was $24.8 million, up 13.5% from $21.8 million; USPH net income was $4.2 million versus $9.2 million, mainly due to a $5.2 million net loss from contingent earnout consideration.
Q4 2025 loss per share was $0.44 versus earnings per share of $0.52 a year earlier.
2026 Adjusted EBITDA guidance is $102.0 million to $106.0 million; quarterly dividend raised to $0.46 per share from $0.45, payable April 10, 2026.
Manhattan Associates said CFO Dennis Story will retire as Executive Vice President, Chief Financial Officer, and Treasurer effective March 31, 2026, and will serve as advisor to the CEO through December 31, 2026. Linda Pinne, the company's Senior Vice President, Global Corporate Controller, and Chief Accounting Officer since January 2016, will succeed him, and the company reaffirmed its 2026 financial guidance.
Dennis Story has served as CFO since March 2006; his retirement takes effect at the close of business on March 31, 2026.
Linda Pinne will hold the titles of Senior Vice President, Chief Financial Officer, Chief Accounting Officer, and Treasurer.
Story's retirement agreement continues his $512,000 base salary while he serves as advisor, and his unvested RSUs vest on December 31, 2026.
The company reaffirmed its 2026 financial guidance provided on January 27, 2026.
Sarepta Therapeutics said CEO Douglas Ingram has decided to retire as Chief Executive Officer by the end of 2026, or when a replacement is appointed, whichever comes first. The company has started a search of internal and external candidates for his successor. The filing does not name a successor or give a reason for the retirement.
Douglas Ingram notified the company of his retirement decision on February 25, 2026
Retirement is due by the end of 2026 or upon appointment of a replacement, whichever comes first
The company has commenced a search of internal and external candidates
Ecolab's board appointed Christophe Beck as President, while Darrell Brown and Greg Cook were named Co-Chief Operating Officers for Global Markets and Global Businesses, effective April 1, 2026. Beck keeps his roles as Chairman and CEO, and the company says the split is meant to support its next phase of growth.
Christophe Beck, 58, was appointed President and will remain Chairman and CEO.
Darrell Brown, 62, moves to Co-COO, Global Markets and will relocate to Sydney, Australia, with an annualized base salary of AU$1,300,000 (about $876,200) and a $2,500,000 long-term incentive award target.
Greg Cook, 57, becomes Co-COO, Global Businesses with an annualized base salary of $750,000 and a $2,200,000 long-term incentive award value.
Southwest Gas Holdings said CEO and President Karen S. Haller will resign effective May 8, 2026, and will stay on as an employee and advisor through December 31, 2026. The board appointed Justin Lee Brown as President and CEO effective the same date, and he is nominated for the board at the 2026 annual meeting. The filing states Ms. Haller's resignation was not the result of any disagreement with the companies on operations, policies or practices.
Karen S. Haller resigns as President, CEO and director of Southwest Gas Holdings, effective May 8, 2026; director role ends at the 2026 annual meeting on May 7, 2026
Justin Lee Brown appointed President and CEO of Southwest Gas Holdings and CEO of Southwest Gas Corporation, effective May 8, 2026
Brown's compensation: $900,000 base salary, 110% target cash incentive, $3.1 million one-time PSU award, and 330% target long-term incentive beginning in 2027
Haller will receive a monthly salary of $95,000 while serving as an advisor through December 31, 2026
Alkermes said CEO Richard Pops will retire effective July 31, 2026, and the board appointed COO Blair Jackson as CEO effective August 1, 2026. Pops will remain non-executive Chairman and serve as Senior Advisor through December 31, 2026, so the filing describes a planned succession rather than a change in financial results.
Richard Pops retires as CEO effective July 31, 2026; Blair Jackson becomes CEO effective August 1, 2026
Pops to serve as non-executive Chairman and Senior Advisor through December 31, 2026
Pops' letter agreement includes a $75,000 monthly cash retainer while a Senior Advisor and a 2026 RSU award with a grant value of $2,687,500
Jackson has been Executive Vice President and Chief Operating Officer since January 2021 and was interim principal financial officer from February 2024 to September 2025
Charter Communications appointed Nick Jeffery, former CEO of Frontier Communications, as Chief Operating Officer, effective September 1, 2026. He will lead Marketing and Sales, Field Operations, and Customer Operations and report to CEO Chris Winfrey, and his compensation package includes a base salary of at least $1.5 million and a $20 million stock option grant.
Start date is September 1, 2026; Jeffery reports to President and CEO Chris Winfrey
Base salary of at least $1,500,000 with a target annual bonus of 225% of base salary
Initial stock options with a grant date fair value of $20,000,000, plus $500,000 in restricted stock units
Jeffery was Frontier Communications CEO from 2021 until Verizon's acquisition of Frontier in January 2026
DiamondRock Hospitality Company said Chairman William W. McCarten will retire from the Board at the adjournment of its 2026 Annual Meeting of Shareholders on April 29, 2026, and will not stand for re-election. Bruce D. Wardinski will then become non-executive Chairman, and the Board will shrink from nine directors to eight. The filing says Mr. McCarten's decision was not based on any disagreement with the Company or management.
William W. McCarten, founder and former CEO, retires as Chairman effective at the April 29, 2026 Annual Meeting adjournment
Bruce D. Wardinski becomes non-executive Chairman on the same date
Board size reduces from nine directors to eight
Announced in a press release dated February 25, 2026; the filing says the decision was not based on any disagreement with the Company or management
Boyd Gaming disclosed that Chief Administrative Officer Stephen Thompson intends to retire effective March 31, 2026, having announced the decision on February 19, 2026. The filing says he is leaving for personal reasons and not due to any disagreement with the company, and it does not name a successor.
Stephen Thompson, Chief Administrative Officer since December 2023, announced his retirement on February 19, 2026.
Retirement is effective March 31, 2026.
The company states the departure is for personal reasons and not due to any disagreement.
Benchmark Electronics signed an employment agreement with David Moezidis, who will become President and Chief Executive Officer on March 31, 2026, and is expected to join the board as a director. The agreement sets a $900,000 base salary, equity awards and severance terms, which are detailed in the filing.
Effective date of employment as President and CEO is March 31, 2026; agreement dated February 19, 2026
Annual base salary of $900,000 with target cash bonus of 115% and maximum of 200% of base salary
Equity awards of $2,500,000 in February 2026 plus $1,500,000 on the effective date, split 50% restricted stock units and 50% performance stock units
Severance without cause or for good reason is two times the Total Cash Amount plus a pro rata bonus; three times within 24 months after a change in control
Shake Shack's board designated Peter Herpich, its Corporate Controller, as interim principal financial officer on February 23, 2026, while the company searches for a new chief financial officer. The change follows the November 2025 resignation of CFO Katherine Fogertey, who will serve as a Senior Advisor until March 4, 2026. The filing is a leadership change in the finance function, and it does not report any change to financial results or guidance.
Peter Herpich, age 55, designated interim principal financial officer on February 23, 2026
Katherine Fogertey resigned as CFO in November 2025 and will serve as Senior Advisor until March 4, 2026
Company has commenced a search for a new Chief Financial Officer
Herpich joined Shake Shack in May 2023 and previously held controller roles at Casper Inc. and Barnes & Noble, Inc.
Disney terminated the employment of Senior Executive Vice President and Chief Communications Officer Kristina Schake without cause, effective March 19, 2026, according to the 8-K. The company's press release says her departure coincides with the end of Bob Iger's tenure as CEO, and that Josh D'Amaro is the selected next CEO. Shareholders should note that a successor has not yet been named.
Termination decided February 20, 2026; effective March 19, 2026 per the 8-K
Press release says Schake departs after March 18, 2026, as Bob Iger's CEO tenure ends
Separation benefits follow her previously disclosed employment agreement; successor to be announced at a later date
Trex Company said CEO Bryan Fairbanks will resign as President, CEO and director effective April 28, 2026, and that Executive Vice President and COO Adam Zambanini will succeed him and join the Board that day. Fairbanks will stay on through April 27, 2026 to support the transition, then serve as a consultant. The filing reports no disagreement with the company as the reason for his departure.
Fairbanks resigns as President and CEO and as a director, effective April 28, 2026; the Board will remain at ten members.
Zambanini, 49, becomes CEO and a director; his salary rises to $900,000, and his target incentive awards increase to 110% of base salary (annual plan) and 450% (stock plan).
Fairbanks receives $16,666 per full month as a consultant during a consulting term ending April 30, 2027.
Trex announced fourth quarter and full year 2025 results in a separate release the same day, with a conference call at 4:30 p.m. ET.
Chewy's board appointed Vice President of Finance Christopher S. Deppe as chief financial officer effective February 23, 2026, ending an interim arrangement in which Chief Accounting Officer William Billings served as principal financial officer during the CFO search. The company's February 24, 2026 press release also reaffirmed its guidance for fiscal year 2025 and stated its long-term margin target of 10% Adjusted EBITDA.
Deppe's offer letter sets an annual base salary of $450,000 and a 2026 target bonus equal to 100% of eligible earnings.
Deppe receives a one-time RSU equity grant valued at $8,781,141 as of the grant date, subject to Board approval after his start date.
Billings was removed as interim principal financial officer but remains Chief Accounting Officer; the filing says the removal was not due to any disagreement with the company.
Chewy reaffirmed guidance for fiscal year 2025 and stated it remains on track toward the 10% Adjusted EBITDA margin outlined at its Investor Day.
First Hawaiian, Inc. disclosed that Vice Chair of Wealth Management Alan H. Arizumi will retire from the company and First Hawaiian Bank. The 8-K gives a March 31, 2026 effective date, while the February 23, 2026 press release says April 3, 2026. Executive Vice President Michael Tottoff will take over the wealth management group, and the filing contains no financial results or guidance.
Alan H. Arizumi, Vice Chair of the Wealth Management Group, announced his retirement on February 20, 2026; the 8-K gives an effective date of March 31, 2026, while the press release says April 3, 2026.
Arizumi joined First Hawaiian Bank in 1983, served on the senior management committee since 2009, and has led the wealth management group since 2013.
Executive Vice President Michael Tottoff will assume responsibility for the wealth management group and join the senior management committee.
Atlantic Union Bankshares appointed Alexander D. Dodd, formerly a senior finance executive at TD Bank Group, as Executive Vice President and Chief Financial Officer effective April 13, 2026, succeeding Robert M. Gorman, who is retiring. Gorman will stay with the company through September 30, 2026 as an executive advisor and then serve as a non-employee consultant through September 30, 2027.
Alexander D. Dodd, 49, becomes CFO effective April 13, 2026, succeeding Robert M. Gorman
Dodd's employment agreement runs through December 31, 2027, with a base salary of $590,000 and a $500,000 sign-on cash bonus
Sign-on equity includes restricted stock with a market value of about $600,000 and performance stock units with a target value of about $300,000
Gorman remains employed through September 30, 2026, then serves as a consultant through September 30, 2027
Mueller Water Products appointed Scott Floyd, currently Senior Vice President, Sales and Marketing, as Executive Vice President and Chief Commercial Officer, effective February 23, 2026, as part of its management succession plans. The filing sets his base salary at $550,000 and his fiscal 2026 target bonus at 70% of base salary, and grants him an equity award valued at $125,000. The filing does not report any financial results or guidance.
Scott Floyd, age 56, becomes Executive Vice President and Chief Commercial Officer effective February 23, 2026; the Board approved the appointment on the Compensation and Human Resources Committee's recommendation dated February 17, 2026.
Floyd had served as Senior Vice President, Sales and Marketing since March 2024, and has held Company positions since 1998.
Base salary increased to $550,000; fiscal 2026 target annual bonus set at 70% of base salary.
Equity award grant with an aggregate value of $125,000 to maintain his target long-term incentive opportunity for fiscal 2026.
Westlake Corporation said Chief Financial Officer M. Steven Bender intends to retire, effective when a successor is appointed; the filing does not name a successor. The board also expanded to fourteen members and elected former LyondellBasell CEO Bhavesh V. "Bob" Patel and CEO Jean-Marc Gilson as directors, which changes board composition and management's board representation.
Bender notified the company on February 19, 2026 of his intention to retire as Executive Vice President and Chief Financial Officer, effective upon appointment of his successor
Board increased to fourteen members and elected Patel and Gilson on February 20, 2026
Patel received a restricted stock unit grant with an aggregate grant date fair value of $175,000, vesting February 20, 2027
Gilson, the company's President and CEO, will receive no additional compensation for board service and serves a term expiring at the 2026 annual meeting
Ingevity (NGVT) said two founding directors, Daniel F. Sansone and Jean S. Blackwell, will not stand for election at the 2026 Annual Meeting of Stockholders and will leave the board then. The board also approved shrinking itself from 11 to 9 members effective at that meeting. The filing says the departures do not result from any disagreement with the company, but the change reduces board tenure and reflects the company's portfolio optimization.
Daniel F. Sansone leaves under the board's mandatory retirement age policy.
Jean S. Blackwell, former board chair and a director for ten years, will serve until the 2026 Annual Meeting.
The board will drop from 11 to 9 members effective at the 2026 Annual Meeting.
The filing reports no financial results or financial figures.
National Health Investors increased its board size and appointed Lilly H. Donohue as a director effective February 17, 2026, filling the vacant seat. In a related move, CEO D. Eric Mendelsohn resigned and was immediately re-appointed as a director, with his term running to the 2026 annual meeting, which will complete the board's declassification.
Lilly H. Donohue appointed to the board effective February 17, 2026, with an initial term expiring at the 2026 annual meeting; no committee assignments yet
Donohue is President and CEO of Everstory Partners and previously served as CEO of Holiday Retirement and on the board of Sonida Senior Living
D. Eric Mendelsohn, President and CEO, resigned as a director and was immediately re-appointed, aligning his term with the declassified board structure
After the 2026 annual meeting, all board nominees will stand for one-year terms
AeroVironment's Chief Financial Officer, Kevin McDonnell, will retire effective July 31, 2026, under a Retirement Agreement dated February 20, 2026. He remains CFO until a new CFO starts or his retirement date, whichever comes first, so shareholders will see a finance leadership transition during 2026.
McDonnell notified the company of his retirement decision on February 18, 2026; the retirement date is July 31, 2026.
He stays CFO until the earlier of a successor's start date or July 31, 2026. If a new CFO is hired before then, he remains an employee in a non-officer role to support the transition.
He will receive his fiscal 2026 Short Term Incentive Plan bonus at target, $455,420 less withholdings, plus after-tax COBRA premium costs for five months; his equity awards continue to vest through the retirement date.
PENN Entertainment entered a cooperation agreement with activist investor HG Vora Capital Management on February 22, 2026, and appointed Heather Ace, Jeffrey Fox and Fabio Schiavolin to its board. The board expanded from eight to eleven members, and the company agreed to keep at least four Class II directors until after its 2028 annual meeting. The filing reports no financial results, so the changes affect shareholders through board composition and governance terms.
Heather Ace and Jeffrey Fox were appointed as Class II directors with terms expiring at the 2028 Annual Meeting of Shareholders.
Fabio Schiavolin was appointed as a Class III director with a term expiring at the 2026 Annual Meeting, and the company agreed to support his election.
HG Vora agreed to customary standstill restrictions and non-disparagement obligations, with the company's full agreement filed as Exhibit 10.1.
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
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
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.
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
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.
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.
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).
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
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)
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.
Charles River Laboratories appointed Glenn Coleman as Corporate Executive Vice President and Chief Financial Officer, with a tentative start date of April 6, 2026. He succeeds interim CFO Michael G. Knell, who will remain as Chief Accounting Officer.
Coleman, 58, is currently CFO and Chief Administrative Officer of Premier, Inc. and previously served as CFO of DENTSPLY SIRONA and Integra Life Sciences.
Offer letter sets a base salary of $800,000 and a 2026 target bonus of 85% of base salary, pro-rated to his hire date.
Coleman receives a 2026 equity award with a grant value of $3,000,000 and a one-time new hire equity award of $3,500,000, plus a one-time cash award of $1,875,000.
Remitly Global appointed Sebastian Gunningham as chief executive officer effective February 19, 2026, succeeding co-founder Matthew Oppenheimer, who will cease to be an employee but continue as Chair of the Board. The company also reported Q4 and full-year 2025 results that exceeded the high ends of its revenue and Adjusted EBITDA guidance, and provided Q1 and full-year 2026 guidance. A large part of Gunningham's equity award vests only if the stock reaches price thresholds from $20 to $50 per share, tying that pay to share price gains.
Gunningham receives a $350,000 annual base salary, 1,462,500 performance stock units and 787,500 restricted stock units, plus a $4,000,000 cash payment paid 50% at start and 50% at first anniversary
PSU thresholds run from $20 to $50 per share, measured as a 120-trading day average, implying a market capitalization up to $10.5 billion
Board membership increases from nine to ten members; Oppenheimer remains Chair and Phillip Riese is Lead Independent Director
Q4 and full-year 2025 revenue and Adjusted EBITDA exceeded the high ends of guidance; the filing gives no dollar figures for these results
Kraft Heinz said Pedro Navio, Executive Vice President and President, North America, will step down effective February 22, 2026, to pursue other opportunities. He will remain as an advisor through March 6, 2026, and is entitled to severance under the company's Amended and Restated Severance Pay Plan for Salaried Employees. The filing does not name a successor, and it gives no financial figures for the change.
Pedro Navio steps down as EVP and President, North America, effective February 22, 2026
Navio stays on as an advisor through March 6, 2026
Navio is entitled to severance payments under the company's salaried employee severance plan
MSG Sports said its Chief Financial Officer, Victoria Mink, agreed on February 17, 2026 to leave the company, and a successor search has started. Its board also unanimously approved a plan to explore a possible spin-off that would separate the New York Knicks from the New York Rangers into two public companies, though the filing says there is no assurance the transaction will be completed.
Victoria Mink, Executive Vice President, CFO and Treasurer, agreed to leave on February 17, 2026, and will stay on for a period to assist with the spin-off and a transition.
Mink will receive severance under her employment agreement; the filing says her departure is not related to any disagreement on accounting or disclosure matters.
The possible spin-off would create two publicly traded companies, with record holders of Class A and Class B common stock receiving a pro-rata distribution of 100% of the new company's common stock.
Completion depends on league approvals, a tax opinion from counsel and final company board approval.
HF Sinclair reported a fourth quarter 2025 net loss attributable to stockholders of $28 million, or $(0.16) per diluted share, compared with a $214 million loss a year earlier, and adjusted net income of $221 million, or $1.20 per diluted share. The company also disclosed that CEO and President Tim Go is taking a voluntary leave of absence, with Chairperson Franklin Myers named temporary CEO and President, and that the 2025 audit is not complete while the Audit Committee reviews disclosure processes. Shareholders face leadership uncertainty and a delayed Form 10-K, though the board declared a $0.50 quarterly dividend.
Q4 2025 net loss of $28 million, or $(0.16) per diluted share, versus a net loss of $214 million, or $(1.14), in Q4 2024
Adjusted net income of $221 million, or $1.20 per diluted share, versus an adjusted net loss of $191 million, or $(1.02), a year earlier
Q4 sales and other revenues were $6,464 million, down $36 million (1%) from $6,500 million
Tim Go took a voluntary leave of absence effective February 17, 2026; Franklin Myers, 73, is temporary CEO and President, and the 2025 audit is not yet complete
MarketAxess identified a new Chief Technology Officer on February 16, 2026, but has not yet named that person. Chief Information Officer Naineshkumar Panchal's service ends effective April 1, 2026, and the company classifies his separation as a termination without Cause, entitling him to severance subject to a general release of claims.
New Chief Technology Officer identified February 16, 2026; name to be announced in a press release later in Q1 2026
Naineshkumar Panchal's service as Chief Information Officer ends effective April 1, 2026
Separation treated as termination without Cause under his Severance Protection Agreement dated March 1, 2022
Severance payments and benefits are subject to Panchal signing a general release of claims
Chief Executive Officer Tony Thene resigned from the CEO post effective July 1, 2026, and the Board named President and Chief Operating Officer Brian Malloy as his successor on that date. Thene will remain with the company as Executive Chairman of the Board, which the company says provides continuity in strategic oversight.
Tony Thene notified the company of his CEO resignation on February 12, 2026, effective July 1, 2026.
Brian Malloy, currently President and Chief Operating Officer, will become President and CEO effective July 1, 2026.
Thene will become Executive Chairman of the Board effective July 1, 2026.
The changes were announced in a press release dated February 17, 2026; the filing reports no financial results.
Arbor Realty Trust appointed Yoni Goodman as Executive Vice President and Chief Operating Officer, effective February 17, 2026. His employment agreement sets a $1,000,000 base salary, a 2026 cash bonus of at least $2,000,000, and a five-year initial term that automatically extends for a second five-year term unless either party gives notice. The filing shows compensation terms that could raise shareholder costs, but the awards remain subject to Compensation Committee approval.
Yoni Goodman, age 43, appointed EVP and COO effective February 17, 2026
Base salary of $1,000,000; cash bonus targets of $1,500,000 (threshold), $3,000,000 (target) and $4,500,000 (maximum); 2026 bonus not less than $2,000,000
Proposed multi-year performance award through December 31, 2030, including up to $20,000,000 new business volume award and $5,000,000 total shareholder return award, subject to Compensation Committee approval
Previously a founding Principal of Green Pine Real Estate LLC from August 2024 through October 2025
World Acceptance Corporation appointed J. Tobin Turner, 51, as Executive Vice President and Chief Operating Officer, effective February 13, 2026 according to the 8-K, while the press release says February 17, 2026. He previously served as Senior Vice President of Marketing and Analytics (press release: Strategy and Analytics) since 2023, and he will oversee the branch network and day-to-day operations.
Base salary of $450,000 plus eligibility for the Stock Incentive Plan
Severance equal to $450,000 payable over 24 months if terminated without cause or for good reason
Grants of 6,000 time-based restricted shares and 2,500 performance-based restricted shares tied to trailing earnings per share from June 1, 2025 to March 31, 2027
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.