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).
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
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
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.
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.
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
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
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.
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.
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
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
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
Willamette Valley Vineyards' Chief Financial Officer, John Ferry, told the Board on February 12, 2026 that he intends to resign in May 2026, with the exact date still to be determined. Ferry also plans to help identify, appoint, and transition his successor, which should give the company some continuity during the change.
CFO John Ferry gave notice to the Board of Directors on February 12, 2026 of his intent to resign.
Departure is expected in May 2026; the exact date has not been set.
Ferry intends to assist with identifying, appointing, and transitioning his successor.
The 8-K was signed February 17, 2026 by President James W. Bernau.
Solaris Energy Infrastructure's board appointed Stephan E. Tompsett as Chief Financial Officer effective February 12, 2026, replacing Kyle Ramachandran, who had held the role since the company's initial public offering. Ramachandran remains President and head of the Solaris Power Solutions segment, and the filing says Tompsett's compensation terms are still being finalized and will be disclosed later.
Stephan E. Tompsett, age 49, was appointed CFO effective February 12, 2026, and serves as principal financial officer.
Tompsett was previously CFO of Aris Water Solutions from September 2022 until October 2025.
Kyle Ramachandran stepped down as CFO to focus on the growth of the company's power business and stays on as President.
Tompsett's compensation terms have not been finalized and will be disclosed in a later filing; an indemnification agreement (Exhibit 10.1) was signed.
Marriott Vacations Worldwide's board appointed Matthew Avril, its interim CEO since November 9, 2025, as chief executive, effective immediately, and named Michael Flaskey president and chief operating officer. A new pay plan ties two-thirds of the executives' long-term equity awards to $950 million in Adjusted EBITDA and a $145 stock price over three years. The company will report fourth quarter 2025 results on February 25, 2026.
Avril, age 65, has been a board member since March 2025 and receives a base salary of not less than $1,100,000 under his CEO employment agreement.
Flaskey, age 58, previously served as CEO of Hornblower Group from August 2024 to January 2026 and receives a base salary of not less than $1,000,000.
The CEO Transformation Award has a target of 150,000 restricted stock units, with up to 300,000 units, earned on stock price and Adjusted EBITDA goals.
Fourth quarter 2025 earnings are due after market close on February 25, 2026, with a conference call on February 26, 2026, at 8:00 a.m. ET.
Science Applications International Corp. appointed James Reagan as chief executive officer, effective February 17, 2026, replacing his role as interim CEO held since October 23, 2025. The filing describes his base salary, bonus target and long-term incentive award, which give shareholders the terms of the permanent appointment.
Reagan has served as interim CEO since October 23, 2025, and was previously a board member from January 2023.
Initial compensation: $1,200,000 base salary, short-term incentive target of 150% of salary, and $7,500,000 in long-term incentive awards (40% RSUs, 60% PSUs).
Reagan previously served as Executive Vice President and Chief Financial Officer of Leidos Holdings from July 2015 until July 2021.
The filing contains no financial results; it was furnished as Exhibit 99.1 with a press release dated February 17, 2026.
WESCO International said Indraneel "Neel" Dev became Executive Vice President and Chief Financial Officer on February 16, 2026, replacing David S. Schulz, who had held the role. Schulz remains with the company as Executive Vice President and special advisor to the CEO until his retirement, effective May 31, 2026. The change in the top finance role is a significant governance event, though the filing gives no financial figures.
Neel Dev became EVP and CFO on February 16, 2026, the mutually agreed transition date
David S. Schulz continued as CFO until the transition date
Schulz will serve as EVP and special advisor to the CEO until his retirement effective May 31, 2026
Hyatt Hotels said Executive Chairman Thomas J. Pritzker is retiring effective immediately and will not stand for re-election as a director at the 2026 Annual Meeting. CEO Mark S. Hoplamazian was appointed Chairman of the Board in addition to his CEO role. The filing says the company's dual-class ownership structure is not affected, though voting provisions covering 2,270,395 Class B shares end as a result of Pritzker's retirement.
Thomas J. Pritzker retires as Executive Chairman effective February 16, 2026 and will serve out his director term
Mark S. Hoplamazian, President and CEO, succeeds Pritzker as Chairman of the Board, effective immediately
2,270,395 Class B shares, about 4.0% of total voting power, are no longer subject to 2007 Stockholders' Agreement voting provisions
Filing says Pritzker's decision was not due to any disagreement with the company on operations, policies or practices
UFP Technologies said its president, Mitchell C. Rock, will become Chief Executive Officer on June 4, 2026, when Mr. Bailly retires from that role and becomes Executive Chairman through his retirement in 2027. The filing sets Mr. Rock's base salary at $700,000, a target long-term incentive of up to $1,750,000 in restricted stock units, and a one-time $650,000 restricted stock unit grant, with severance terms that include a larger payout if a change of control occurs.
Mitchell C. Rock becomes CEO effective June 4, 2026; Mr. Bailly retires as CEO on that date and remains Executive Chairman through 2027.
Mr. Rock's base salary is $700,000 per year after the appointment date, with an annual bonus target of up to 100% of base salary.
Mr. Rock's severance without a change of control is 18 months of base salary; a change of control termination pays two times salary plus full target bonus.
Effective January 1, 2026, the board's committee raised base salaries for the named executive officers, including $505,000 for CFO Ronald J. Lataille.
Goldman Sachs disclosed that Kathryn H. Ruemmler has decided to retire from her roles as Chief Legal Officer and General Counsel, effective June 30, 2026. The filing does not name a successor or give reasons for the departure, so shareholders have no details yet on how the legal function will be led.
Kathryn H. Ruemmler will retire as Chief Legal Officer and General Counsel
Retirement is effective June 30, 2026
The filing does not name a successor or state a reason for the retirement
QuidelOrtho said Chief Financial Officer Joseph M. Busky notified the company on February 9, 2026, that he plans to retire effective June 30, 2026. The company said the decision is for personal reasons and not the result of any disagreement on financial statements, operations, policies or practices.
Joseph M. Busky, CFO and principal financial officer, gave notice on February 9, 2026
Retirement is effective June 30, 2026
The filing states the departure is for personal reasons, not a disagreement with the company or its auditors
Fox Factory Holding Corp. expanded its board to eight directors and appointed Alan L. Bazaar as a Class II director effective February 13, 2026. The company also formed a Transformation Committee to oversee management's efforts on profitability, cost-cutting and margin improvement, following a Cooperation Agreement with Engine Capital L.P. and its affiliates dated February 8, 2026.
Alan L. Bazaar appointed as Class II director effective February 13, 2026, with a term expiring at the 2027 annual meeting
Board increased by one seat to a total of eight directors
Bazaar joins the Compensation, Nominating and Corporate Governance, and newly formed Transformation Committees
Filing states Bazaar receives the same non-employee director benefits, pro-rated from his appointment date
Tennant entered a cooperation agreement with Vision One Fund, LP and affiliates on February 12, 2026, adding Patrick E. Allen and James T. Glerum, Jr. to its board and committing to declassify the board. The deal sets standstill and voting terms that run until the expiration date tied to the 2027 annual meeting, and it does not report any financial results.
Patrick E. Allen appointed as a Class II director, with a term expiring at the 2027 annual meeting; Vision One recommended him as a candidate.
James T. Glerum, Jr. appointed as a Class III director, with a term expiring at the 2028 annual meeting; he retired as Vice Chairman, Investment Banking at Citigroup in July 2024.
Board will not increase beyond eleven directors until the 2027 annual meeting announcement; by the earlier of the 2027 annual meeting or sixteen months after the agreement, the company will seek approval to declassify the board.
Both new directors join the Executive Committee effective February 12, 2026, and the Audit Committee effective March 1, 2026; the 2026 annual meeting is expected April 29, 2026.
Las Vegas Sands said Robert G. Goldstein will move from chairman and chief executive to senior advisor effective March 1, 2026. Patrick Dumont, the company's president and chief operating officer, will take over as chairman, CEO, president and treasurer on that date, and the filing states that no compensation decisions tied to the promotion have been made. Dumont is the son-in-law of Dr. Miriam Adelson, whose family controls more than 50 percent of the voting power of the company's common stock.
Robert G. Goldstein becomes senior advisor effective March 1, 2026; the press release says through March 2028.
Board appointed Patrick Dumont as chairman, CEO, president and treasurer on February 12, 2026, effective March 1, 2026.
Dumont was also appointed chairman of Sands China Ltd., effective March 1, 2026.
Dumont has been president and chief operating officer since January 2021 and joined the company in 2010.
Radian Group said Sumita Pandit no longer serves as President and Chief Financial Officer effective February 12, 2026, in what the filing describes as an involuntary termination. Daniel Kobell was named interim Chief Financial Officer, and the board also elevated several long-standing executives to new senior roles, including two co-heads of the mortgage insurance business.
Sumita Pandit's role as President and Chief Financial Officer ended effective February 12, 2026; the filing describes the departure as involuntary.
Daniel Kobell, age 46, was appointed Senior Executive Vice President and interim Chief Financial Officer, reporting to CEO Richard Thornberry.
Robert J. Quigley, age 54, was appointed Senior Executive Vice President, Controller and Chief Accounting Officer.
Meghan Bartholomew and Steve Keleher were named Senior Executive Vice President, Co-Heads of Mortgage Insurance, reporting directly to Richard Thornberry.
GEO Group said CEO J. David Donahue will retire effective February 28, 2026, and founder George C. Zoley, currently Executive Chairman, will become Chairman and Chief Executive Officer effective March 1, 2026. Donahue will receive separation payments and a consulting fee through February 28, 2028, and Zoley's new employment agreement sets a $1,200,000 base salary with incentive awards tied to that salary, which shareholders can review in the filing.
J. David Donahue's retirement is effective February 28, 2026; he notified the company on February 6, 2026.
George C. Zoley's employment agreement runs through April 2, 2029 and sets a base salary of $1,200,000.
Zoley's target annual performance award is 200% of base salary, and his annual equity award has a grant date fair value of at least 300% of base salary.
Donahue will receive $104,167 per month under a consulting agreement from March 1, 2026 through February 28, 2028.
Ameriprise Financial said Joseph E. Sweeney, President of Advice & Wealth Management Products & Service Delivery, has decided to retire from the company on April 3, 2026. The filing gives no successor or financial details, so shareholders can see a senior leadership departure with a set date but no stated effect on results.
Joseph E. Sweeney, President, Advice & Wealth Management Products & Service Delivery, will retire
Retirement effective April 3, 2026
Announced February 12, 2026; filing does not name a successor or give compensation terms
Constellation Brands said its board appointed Nicholas Fink, a board member since 2021 and current Fortune Brands Innovations CEO, as president and chief executive officer effective April 13, 2026. Current CEO William Newlands steps down and retires from the board on the same date, then serves as a strategic advisor through April 30, 2026. The change is a leadership transition at the top of a major beverage alcohol company, and the filing discloses compensation terms for both executives.
Nicholas Fink becomes president and CEO effective April 13, 2026, with a $1,400,000 initial base salary and a fiscal 2027 target bonus of 160% of base salary
Fink's employment agreement includes an $11,000,000 fiscal 2027 annual equity award grant date value and a Replacement Equity Award of 85,385 restricted stock units and 415,295 nonqualified stock options
William Newlands will retire from the board and receive a $1,200,000 consulting fee under a transition agreement covering May 1, 2026 through December 31, 2026
Norwegian Cruise Line Holdings appointed director John W. Chidsey as President and Chief Executive Officer effective immediately, succeeding Harry Sommer, who also resigned from the Board. The company said its fourth quarter 2025 Net Yield is expected to be around the midpoint of the previously disclosed range and that core quarterly and full year 2025 results are expected to be in line with its November 4, 2025 guidance.
John W. Chidsey, age 63, became President and CEO effective February 12, 2026, and remains on the Board without committee roles
Harry Sommer resigned as President, CEO and director on February 12, 2026, as part of a strategic leadership change, with no disagreement reported
Board size reduced from nine to eight directors
Full fourth quarter and full year 2025 results are scheduled for release on March 2, 2026
Fortune Brands reported lower fourth-quarter and full-year 2025 results, with earnings per share before charges down 12% in both periods. The company also said director Amit Banati will become CEO effective May 13, 2026, succeeding Nicholas Fink, who is resigning effective April 1, 2026, and issued 2026 EPS guidance before charges of $3.35 to $3.65.
Q4 2025 net sales were $1.1 billion, down 2%; EPS before charges was $0.86, down 12%.
Full-year 2025 net sales were $4.5 billion, down 3%; EPS before charges was $3.61, down 12%.
2026 guidance: EPS before charges of $3.35 to $3.65 and net sales flat to up 2.0%.
Susan Kilsby named interim Executive Chair effective February 12, 2026, serving as principal executive officer until Banati starts.
SPS Commerce appointed Michael McConnell and Fumbi Chima to its board under a cooperation agreement with Anson Funds Management LP, which expanded the board to ten members. The company also said its share repurchase authorization was increased to $300 million, and director Sven Wehrwein will not stand for reelection at the 2026 annual meeting. The filing contains no financial results, and Anson agreed to standstill terms, including a limit on buying more than 9.9% of the company's common stock.
Board increased to ten; McConnell and Chima appointed effective February 12, 2026, with McConnell joining the Finance & Strategy Committee and Chima joining the Audit Committee.
Anson agreed to vote for the company's director nominees at the 2026 annual meeting and to customary standstill terms, including not purchasing more than 9.9% of outstanding common stock.
Sven Wehrwein, a director since 2008, will not stand for reelection at the 2026 annual meeting under the company's age limit.
CEO Chad Collins said the share repurchase authorization was increased to $300 million.
Rambus appointed Victor Peng, a former AMD president, as a Class II director effective February 12, 2026, increasing the board to eight members. The company also set pay terms for John Allen as interim chief financial officer, including a monthly stipend and a transition bonus.
Victor Peng was appointed effective February 12, 2026, and will stand for reelection at the 2027 annual meeting.
Peng joined the Compensation and Human Resources Committee, chaired by Eric Stang.
John Allen will receive an additional monthly salary stipend of $17,801 while serving as interim CFO, plus a $150,000 transition bonus.
The company plans to file Allen's employment agreement as an exhibit to a later periodic report.
Public Storage said CEO Joseph D. Russell, Jr. will retire March 31, 2026, and H. Thomas Boyle, its CFO and Chief Investment Officer, will succeed him as CEO on April 1, 2026. Joseph D. Fisher, formerly CFO of UDR Inc., joins as President and Chief Financial Officer effective February 16, 2026, and Shankh S. Mitra will become non-executive Chairman of the Board on April 1, 2026. The filing reports leadership and board changes but no financial results or guidance.
Boyle becomes CEO April 1, 2026, with base salary raised to $1 million and 2026 target bonus set at 200% of salary
Fisher starts as President and CFO February 16, 2026, with initial base salary of $600,000
Russell retires March 31, 2026, and will receive monthly consulting fees of $400,000 through March 31, 2027
Mitra and Ronald L. Havner bought out-of-the-money options for $25 million and $5 million, respectively
Under Armour, Inc. said Reza Taleghani became its Executive Vice President and Chief Financial Officer effective February 11, 2026, and was also appointed principal financial officer, replacing David Bergman in that role. Bergman will remain with the company as a senior advisor for a transition period. The change puts a new person in charge of the company's financial reporting, which matters to shareholders as a significant leadership change.
Reza Taleghani became Executive Vice President and Chief Financial Officer effective February 11, 2026
Taleghani replaces David Bergman as principal financial officer
David Bergman will stay with the company as a senior advisor for a transition period, length not stated
Dana Incorporated said its board appointed Byron Foster, currently Senior Vice President and President of Light Vehicle Systems, as President and Chief Executive Officer effective July 1, 2026. Foster was also elected to the board effective February 11, 2026, and R. Bruce McDonald will remain CEO until that date and continue as Chairman afterward. The filing is a planned succession at the top of the company and does not report any financial results.
Byron Foster, 57, named CEO effective July 1, 2026, and joined Dana in 2021
Foster elected to the Board of Directors effective February 11, 2026
R. Bruce McDonald serves as CEO until July 1, 2026, then continues as Chairman
Foster previously held executive roles at Johnson Controls and Adient plc
CarMax appointed Keith Barr, former CEO of InterContinental Hotels Group, as President and CEO effective March 16, 2026, and added him to the Board, which grows from nine to ten directors. David McCreight steps down as interim CEO and returns to the Board as an independent director, so the change replaces the company's interim leadership with a permanent chief executive.
Keith Barr is set to receive an annual base salary of $1,250,000 and an annual target bonus of 175% of base salary.
Barr's sign-on awards include restricted stock units and stock options, each with a target grant date fair value of $1,000,000.
Barr's severance agreement provides two times the sum of base salary and target annual bonus if he is terminated without cause or resigns for good reason.
Tom Folliard remains Interim Executive Chair until the Annual Meeting in June 2026.
Biogen said Chair Caroline Dorsa will not stand for re-election to the Board at the 2026 Annual Meeting of Stockholders, and that her decision was not related to any disagreement with the Board or the Company. The Board also elected Dr. Maria C. Friere as Chair, effective after that meeting. The change in board leadership is a governance event that shareholders may want to note, but the filing contains no financial results.
Caroline Dorsa will not stand for re-election at the 2026 Annual Meeting of Stockholders
Filing states her decision was not related to any disagreement with the Board or the Company
Dr. Maria C. Friere elected Chair of the Board, effective after the Annual Meeting
AAR CORP. said its board appointed Dylan Wolin as senior vice president and chief financial officer, effective February 23, 2026, succeeding Sarah Flanagan as interim CFO. Flanagan will return to her prior role as vice president, financial operations. The company also reaffirmed its guidance for the third fiscal quarter and full fiscal year issued January 6, 2026.
Wolin, 49, was president of Elgin, Trackless, and Vactor at Federal Signal Corporation from August 2024 to February 2026, and previously held finance and strategy roles at AAR from 2017 to 2024.
Compensation for fiscal 2026 includes a $500,000 annual base salary, pro-rated from the effective date, and a $300,000 sign-on bonus.
Wolin will receive restricted stock awards valued at $840,000 to replace equity forfeited at his prior employer, vesting over three years.
AAR reaffirmed its third fiscal quarter and full fiscal year guidance issued January 6, 2026.
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