AI filing briefs · archive

8-K filings in February 2026, explained

1,673 material Form 8-K filings that 1,260 companies we cover made with the SEC in February 2026, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).

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39 of 1,673 briefs match

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GIXGigCapital9 Corp. Feb 9, 5:20 PM ET

GigCapital9 Corp. sets quarterly advisory fees for directors and CEO

Neutral other Written later 5.02

On February 5, 2026, the GigCapital9 board approved quarterly advisory fees for its directors and CEO, covering work such as identifying business targets, board committee service, and administrative support. The fee is $4,000 per quarter before a definitive business combination agreement is signed and rises to $6,000 per quarter after signing. The filing is a routine compensation disclosure, but the higher post-signing rate means payments to insiders would increase once a deal is signed.

  • Board approved the arrangement on February 5, 2026.
  • Quarterly fee is $4,000 before signing a definitive business combination agreement and $6,000 after signing.
  • Eight individuals are listed, including CEO Dr. Avi S. Katz, Dr. Raluca Dinu, and Admiral (Ret.) David Ben-Bashat.
  • The 8-K was signed by Dr. Avi S. Katz on February 9, 2026.
Read the filing on SEC.gov ↗

Fifth District Bancorp names Amie L. Lyons permanent CEO after interim period

Neutral leadership Written later 5.027.01

Fifth District Bancorp, Inc. promoted Amie L. Lyons from interim to permanent President and Chief Executive Officer of the Company and Fifth District Savings Bank on February 9, 2026. She had served in the interim role since June 2025, following the passing of the former CEO, and the Board of Directors expressed full confidence in her leadership.

  • Amie L. Lyons promoted to permanent President and CEO of the Company and the Bank on February 9, 2026
  • Lyons had served on an interim basis since June 2025, after the passing of the former President and CEO, Brian North
  • Chairman David C. Nolan said Lyons has been with the bank nearly 30 years and in senior management for the last several years
Read the filing on SEC.gov ↗
PINSPINTEREST, INC. Feb 9, 4:53 PM ET

Pinterest Appoints Ulta Beauty CEO Kecia Steelman to Board, Effective February 16

Neutral leadership Written later 5.027.01

Pinterest said Kecia Steelman, President and CEO of Ulta Beauty, has been appointed to its board of directors as a Class II director, effective February 16, 2026. The board determined she is independent under NYSE rules, and she joins the Talent Development and Compensation Committee.

  • Kecia Steelman appointed Class II director, effective February 16, 2026
  • Board determined Ms. Steelman is independent under NYSE and Exchange Act rules
  • Joins Talent Development and Compensation Committee on the Effective Date
  • Director pay follows the Non-Employee Director Compensation Policy
Read the filing on SEC.gov ↗
RDNRADIAN GROUP INC Feb 9, 4:45 PM ET

Radian Group adds Seraina Macia to board, expanding it to twelve directors

Neutral leadership Written later 5.027.01

Radian Group Inc. increased its board from eleven to twelve directors and appointed Seraina Macia, a former AIG and Zurich executive, as a new director on February 9, 2026. The filing also notes that director Gregory Serio plans to retire when his term ends in May 2026, and the company describes the move as part of its shift to a global multi-line specialty insurer.

  • Board expanded from eleven to twelve directors on February 9, 2026.
  • Seraina Macia, 57, has more than 35 years of insurance industry experience, including EVP & CEO of AIG EMEA.
  • Gregory Serio, a director since 2012, intends to retire when his term ends in May 2026.
  • Macia's compensation will follow the company's standard non-employee director arrangements.
Read the filing on SEC.gov ↗
PEBPebblebrook Hotel Trust Feb 9, 4:37 PM ET

Pebblebrook elects Nina Jones and Bill Bayless to board; Ron Jackson to retire in 2026

Neutral leadership Written later 5.027.01

Pebblebrook Hotel Trust elected Nina P. Jones, a former T. Rowe Price portfolio manager, to its board effective March 1, 2026, and elected Bill Bayless, CEO and Executive Chairman of Maslow Campus Communities, to join later in 2026. The company also announced a board refreshment framework and said trustee Ron E. Jackson will not stand for re-election at the 2026 Annual Meeting, which will change the board's composition over time.

  • Nina P. Jones joins the board March 1, 2026 and will serve on the Audit and Compensation Committees.
  • Bill Bayless's election takes effect in the third quarter of 2026 per the 8-K, while the press release says he is expected to join in the fourth quarter.
  • Ron E. Jackson retires effective at the 2026 Annual Meeting; board size rises from seven to eight on March 1, 2026, then returns to seven.
  • Each new trustee receives a one-time $50,000 share award vesting in one-third annual increments over three years.
Read the filing on SEC.gov ↗
IEXIDEX CORP /DE/ Feb 9, 4:36 PM ET

IDEX eliminates position of Chief Strategy and Innovation Officer, effective Feb. 28, 2026

Neutral leadership Written later 5.02

IDEX notified Roopa Unnikrishnan, a named executive officer serving as Senior Vice President and Chief Strategy and Innovation Officer, on February 4, 2026, that her position is being eliminated effective February 28, 2026. The company expects to enter a separation agreement with her under her letter agreement for a termination without cause, and the filing gives no financial terms. The change is an executive departure with no stated effect on financial results or guidance.

  • Position of Senior Vice President and Chief Strategy and Innovation Officer eliminated; notice given February 4, 2026
  • Effective date of separation is February 28, 2026
  • Separation expected to be a termination without cause under existing letter agreement, described in the March 26, 2025 proxy statement
  • Filing does not disclose separation payment amounts
Read the filing on SEC.gov ↗
HLITHARMONIC INC. Feb 9, 4:36 PM ET

Harmonic adopts 2026 bonus plan, raises CEO salary, amends executive severance deals

Neutral leadership Written later 5.02

Harmonic's Compensation Committee approved a 2026 Key Contributor Incentive Plan tied to non-GAAP operating profit and bookings, raised named executive base salaries effective July 1, 2026, and amended change-of-control severance agreements for three executives. The filing also accelerates vesting of equity for the head of the Video Business, which is being sold, once the sale closes. The changes set pay incentives and severance terms for top executives, which shareholders may track through future proxy and results disclosures.

  • CEO Nimrod Ben-Natan's new base salary is $750,000, up from $618,000, effective July 1, 2026
  • Bonus payouts are capped at 200% of the target portion for each metric; payment follows the end of fiscal 2026
  • Change-of-control severance for executives within 18 months of a change of control includes lump sums of 100% of base salary (200% for the CEO)
  • Vesting acceleration for Neven Haltmayer's unvested RSUs applies upon completion of the pending Video Business sale to Leone Media Inc. (d/b/a MediaKind)
Read the filing on SEC.gov ↗
GBCIGLACIER BANCORP, INC. Feb 9, 4:32 PM ET

Glacier Bancorp CFO Ron Copher to retire after 20 years; successor search underway

Neutral leadership Written later 5.027.01

Glacier Bancorp said Chief Financial Officer Ron Copher intends to retire after 20 years with the company. He will stay in the role until the Board appoints a successor and will then serve as an advisor for a period to help the transition. The search for a new CFO covers internal and external candidates.

  • Copher, Executive Vice President and CFO, informed the company of his plan to retire, announced February 9, 2026
  • Copher will continue as CFO until the Board of Directors appoints a successor, then serve in an advisory role
  • The company has engaged search firm Korn Ferry to find a successor, considering internal and external candidates
Read the filing on SEC.gov ↗
FIVEFIVE BELOW, INC Feb 9, 4:32 PM ET

Five Below: Former executive George Hill signs separation agreement with severance terms

Neutral leadership Written later 5.02

Five Below disclosed that George S. Hill's employment ended February 3, 2026, and that on February 8, 2026 the company entered a Separation Agreement confirming his severance under its Executive Severance Plan. The package includes a $700,000 lump-sum payment and additional healthcare and outplacement payments, plus a 90-day transition advisory role.

  • Employment ceased February 3, 2026; Separation Agreement signed February 8, 2026
  • Severance includes a $700,000 lump-sum payment (twelve months of base salary) and a $20,000 healthcare cash payment
  • Transition services include a fiscal 2025 short-term incentive payout based on actual performance and 3,269 restricted stock units scheduled to vest in March 2026
Read the filing on SEC.gov ↗
PLNTPlanet Fitness, Inc. Feb 9, 4:32 PM ET

Planet Fitness appoints Steve Beard to board, expanding it to nine directors

Neutral leadership Written later 5.027.01

Planet Fitness increased its board from eight to nine members and appointed Steve Beard, Chairman and CEO of Covista Inc., effective February 9, 2026. The filing says he is independent under NYSE standards and has not been named to any board committee, so the change is a governance update with no stated financial effect.

  • Board size increased from eight to nine members; Beard appointed effective February 9, 2026
  • Beard is Chairman and CEO of Covista Inc., formerly Adtalem Global Education Inc.
  • Beard will serve as a Class II director, up for re-election at the 2026 annual meeting of stockholders
  • Received 368 restricted stock units with a grant date value of $33,746, a pro-rated annual director grant that vests at the earlier of the next annual meeting or the one-year anniversary of the grant
Read the filing on SEC.gov ↗
PEBPebblebrook Hotel Trust Feb 9, 4:31 PM ET

Pebblebrook Hotel Trust sets 2026 executive pay structure and performance targets

Neutral leadership Written later 5.02

Pebblebrook's board approved 2026 compensation for its executive officers, substantially the same structure as 2025. Pay mixes base salary, an annual cash bonus tied to seven objectives, and long-term equity awards, with 60% of equity in performance units.

  • CEO Jon E. Bortz's 2026 target cash incentive bonus is $1,390,000 on a $840,000 base salary.
  • Raymond D. Martz and Thomas C. Fisher each have a $560,000 base salary and a $590,000 target cash bonus.
  • Time-based grants vest in thirds on January 1, 2027, 2028 and 2029; performance units cover a three-year period ending December 31, 2028.
Read the filing on SEC.gov ↗
DTEDTE ENERGY CO Feb 9, 4:27 PM ET

DTE Energy sets 2026 incentive pay measures for executives and 2028 long-term award metrics

Neutral shareholder Written later 5.02

DTE Energy's Organization and Compensation Committee approved 2026 annual incentive plan measures and 2028 long-term incentive performance measures for executive officers on February 4, 2026. The filing reports how bonuses and long-term awards will be tied to earnings per share, cash from operations, safety, customer satisfaction and total shareholder return, which matters to shareholders because it shows how management pay is linked to company performance.

  • Annual incentive plan for 2026 weights DTE Energy operating earnings per share at 20% for executive officers, with Utility Operating Excellence Index at 30%
  • Target annual awards range from 75% to 125% of base salary, and the payout can range from 0% to 200% of target
  • Long-term performance stock units for the 2028 award cover January 1, 2026 through December 31, 2028, with total shareholder return vs. peers weighted at 80% for DTE Energy and DTE Electric executives
  • Long-term targets for awards granted in 2026, paying out in 2029, range from 190% to 525% of base salary
Read the filing on SEC.gov ↗
AEEAMEREN CORP Feb 9, 4:22 PM ET

Ameren Corp adds Timothy S. Rausch, former TVA nuclear chief, to board effective March 1, 2026

Neutral leadership Written later 5.027.01

Ameren elected Timothy S. Rausch, a former executive vice president and chief nuclear officer at the Tennessee Valley Authority, to its board of directors, with a term starting March 1, 2026. He will also serve on the Finance Committee and the Nuclear, Operations and Environmental Sustainability Committee. The filing describes a board appointment only and includes no financial results or guidance.

  • Board election made February 6, 2026; term begins March 1, 2026 and runs to the 2026 Annual Meeting of Shareholders
  • Rausch was chief nuclear officer at TVA from October 2018 to July 2025, after earlier roles at Talen Energy and PPL Corporation
  • Appointed to the Finance Committee and the Nuclear, Operations and Environmental Sustainability Committee, effective March 1, 2026
  • Rausch had no reportable business relationships with Ameren or its subsidiaries in 2025 or 2026 to the filing date
Read the filing on SEC.gov ↗
WRBYWarby Parker Inc. Feb 9, 4:19 PM ET

Warby Parker names Adrian Mitchell as CFO effective February 10, 2026

Neutral leadership Written later 5.027.01

Warby Parker's board appointed Adrian Mitchell as Chief Financial Officer, effective February 10, 2026, taking over as principal financial and principal accounting officer from Dave Gilboa, who had held those roles on an interim basis. Gilboa will continue as Co-Chief Executive Officer. Mitchell previously served as Chief Operating Officer and Chief Financial Officer of Macy's, Inc. until June 2025.

  • Effective date is February 10, 2026; Mitchell succeeds Dave Gilboa as principal financial officer and principal accounting officer.
  • Offer letter dated January 31, 2026 sets an annual base salary of $530,000 and a target bonus of 65% of base salary.
  • Equity package includes an annualized award of $2.7 million, prorated for the rest of 2026, and a one-time sign-on award of restricted stock units valued at $1 million.
  • Mitchell previously held CFO and COO roles at Macy's, Inc. and served as CEO of Arhaus from 2016 to 2017.
Read the filing on SEC.gov ↗
BDXBECTON DICKINSON & CO Feb 9, 4:18 PM ET

BD completes combination of Biosciences & Diagnostic Solutions unit with Waters

Neutral m&a Written later 1.015.027.018.01

BD completed the spin-off of its Biosciences & Diagnostic Solutions business and its combination with Waters Corporation, and received $4 billion of cash from the transaction. BD plans to use $2 billion for an accelerated share repurchase and $2 billion for debt repayment, subject to market conditions, and BD shareholders will own 39.2% of the combined company on a fully diluted basis.

  • Transaction closed February 9, 2026; BD shareholders receive about 0.135 shares of Waters common stock per BD share held at the February 5, 2026 record date.
  • BD received $4 billion of cash and BD shareholders own 39.2% of the combined company on a fully diluted basis.
  • The transaction valued the business at $18.8 billion, based on Waters' February 6, 2026 closing price.
  • BD expects to use $2 billion for an accelerated share repurchase and $2 billion for debt repayment; claire M. Fraser left the BD board and joined the Waters board.
Read the filing on SEC.gov ↗

Equity LifeStyle Properties sets 2026 executive bonus plan and declares $0.5425 dividend

Neutral shareholder Written later 5.028.01

Equity LifeStyle Properties approved a 2026 executive bonus plan on February 3, 2026, with bonus potential tied mainly to operational targets such as core MH and RV revenues and net operating income. The board also declared a first quarter 2026 dividend of $0.5425 per share, payable April 10, 2026, to holders of record on March 27, 2026.

  • CEO Marguerite Nader's bonus potential is 290% of annual salary; Patrick Waite, Paul Seavey and David Eldersveld are each set at 220%.
  • 70% of bonus potential depends on operational targets; the remaining 30% is at the Compensation Committee's discretion based on strategic initiatives.
  • Total bonus potential may rise by up to an additional $889,804 if stretch goals are exceeded.
  • Quarterly dividend of $0.5425 per share, or $2.17 annualized, payable April 10, 2026.
Read the filing on SEC.gov ↗
WATWATERS CORP /DE/ Feb 9, 4:16 PM ET

Waters completes combination with BD's Biosciences and Diagnostic Solutions businesses

Neutral m&a Written later 1.012.012.035.027.01

Waters Corporation closed its combination with the Biosciences and Diagnostic Solutions businesses of Becton, Dickinson and Company (BD) on February 9, 2026, through a Reverse Morris Trust transaction. The filing says Waters shareholders will own 60.8% of the combined company on a fully diluted basis and BD shareholders 39.2%, and that the deal added $4.0 billion of new term debt at the SpinCo level, which Waters guarantees.

  • Waters pre-closing shareholders own 60.8% and BD shareholders 39.2% of the combined company, on a fully diluted basis.
  • SpinCo borrowed $4.0 billion of unsecured term loans on February 6, 2026: $3.5 billion due 364 days after funding and $500.0 million due on the second anniversary.
  • Claire M. Fraser, Ph.D., joined the Waters board effective February 9, 2026, increasing its size from 10 to 11 members.
Read the filing on SEC.gov ↗
TREXTREX CO INC Feb 9, 4:15 PM ET

Trex Appoints Irene Tasi to Board of Directors, Effective February 9, 2026

Neutral leadership Written later 5.02

Trex Company appointed Irene Tasi, Senior Vice President and Chief Transformation Officer at PPG Industries, as a director effective February 9, 2026. The board said she will serve on the Audit and Compensation committees and will stand for election at the 2026 annual meeting, and that the board will have eleven directors, ten of them independent, until a previously disclosed director retirement takes effect.

  • Board appointed Ms. Tasi on February 6, 2026, effective February 9, 2026
  • Ms. Tasi will serve on the Audit Committee and Compensation Committee
  • Board will have eleven directors, ten independent, before reducing to ten after the 2026 annual meeting as director Kaplan retires
  • Ms. Tasi previously spent over 20 years at Masco Corporation before joining PPG in 2021
Read the filing on SEC.gov ↗

Vine Hill Capital II to allow separate trading of VHCP shares and VHCPW warrants from Feb. 9

Neutral shareholder Written later 8.01

Vine Hill Capital Investment Corp. II, a special purpose acquisition company, said holders of its units may separate the Class A ordinary shares and warrants starting February 9, 2026. Separated shares and warrants will trade on Nasdaq under the symbols VHCP and VHCPW, while unseparated units continue as VHCPU. This is an administrative trading change and does not involve a business combination or a change in financial results.

  • Separate trading of Class A ordinary shares and warrants begins February 9, 2026, announced February 6, 2026.
  • Separated shares trade as VHCP and warrants as VHCPW on Nasdaq; unseparated units continue as VHCPU.
  • Each unit consists of one Class A ordinary share and one-third of one warrant; no fractional warrants will be issued.
  • Holders must have their brokers contact Continental Stock Transfer & Trust Company to separate units.
Read the filing on SEC.gov ↗
NGLNGL Energy Partners LP Feb 9, 4:10 PM ET

NGL Energy Partners unitholders approve 2025 Long-Term Incentive Plan

Neutral shareholder Written later 5.025.07

At a February 9, 2026 special meeting, NGL Energy Partners unitholders approved the 2025 Long-Term Incentive Plan, which allows up to 10,000,000 units to be issued under the plan over a 10-year term. Unitholders also ratified Grant Thornton LLP as the independent registered public accounting firm for fiscal year 2026. The filing describes plan terms that limit repricing and bar automatic replenishment of units, but it does not state any financial results.

  • 2025 Plan approved: 50,358,968 votes for, 7,383,960 against, 1,252,770 abstain, 25,523,262 broker non-votes
  • Plan authorizes up to 10,000,000 units, with a 10-year term and no evergreen replenishment
  • Grant Thornton LLP ratified for fiscal 2026: 83,060,271 for, 509,685 against, 949,004 abstain
  • Record date for the special meeting was December 18, 2025
Read the filing on SEC.gov ↗
COFCAPITAL ONE FINANCIAL CORP Feb 9, 4:07 PM ET

Capital One to present at UBS Financial Services Conference on February 10, 2026

Neutral other Written later 7.01

Capital One Financial Corporation said it will present at the UBS Financial Services Conference 2026 in Miami, Florida, on Tuesday, February 10, 2026, at 2:40 p.m. ET. The filing is a routine notice of a conference appearance and includes no financial results, guidance, or other new financial information.

  • Presentation scheduled for Tuesday, February 10, 2026, at 2:40 p.m. ET in Miami, Florida
  • Live audio webcast available on the company's website; replay archived through at least February 24, 2026
  • Filed under Item 7.01 (Regulation FD Disclosure) with Item 9.01 exhibit listing only the Inline XBRL cover page
Read the filing on SEC.gov ↗
FOXFFOX FACTORY HOLDING CORP Feb 9, 4:06 PM ET

Fox Factory agrees to cooperation deal with Engine Capital, adds two directors

Neutral shareholder Written later 1.015.027.01

On February 8, 2026, Fox Factory entered a cooperation agreement with Engine Capital L.P. and its affiliates, announced February 9. The company will add Alan L. Bazaar and a second independent director with manufacturing operations experience, and will form a Transformation Committee to oversee profitability, cost-cutting and margin improvement. Chairman Dudley W. Mendenhall and director Ted D. Waitman will leave the board by the 2026 annual meeting, and the filing reports no financial results.

  • Agreement dated February 8, 2026 with Engine Capital L.P. and certain affiliates; Alan L. Bazaar to join the board within ten business days.
  • A second independent director with executive-level manufacturing operations experience to be added as a Class I director, with a term expiring at the 2026 annual meeting.
  • Transformation Committee to be chaired by Sidney Johnson; management to retain a nationally recognized consulting firm to reduce costs and improve margins.
  • Dudley W. Mendenhall will not stand for re-election and Ted D. Waitman will resign, both effective no later than the 2026 annual meeting; board size capped at seven without Engine Capital's consent.
Read the filing on SEC.gov ↗

White Pearl Acquisition Corp. closes $115 million IPO, $115 million placed in trust

Neutral financing Written later 8.01

White Pearl Acquisition Corp. (WPAC) consummated its initial public offering on February 3, 2026, selling 11,500,000 units at $10.00 each for gross proceeds of $115,000,000, including the full exercise of the underwriters' over-allotment option. The full $115,000,000 was deposited in a trust account for public shareholders, and the company has 18 months, to August 3, 2027 by default, to complete an initial business combination or liquidate, which the auditor flagged as raising substantial doubt about its ability to continue as a going concern.

  • IPO of 11,500,000 units at $10.00 per unit, gross proceeds of $115,000,000, closed February 3, 2026
  • $115,000,000 placed in trust account; cash outside trust was $2,156,745
  • Auditor WWC, P.C. cited going-concern doubt tied to the 18-month deadline, initially August 3, 2027
  • Private placement of 290,000 units to sponsor White Pearl Group Limited for $2,900,000
Read the filing on SEC.gov ↗
KRKROGER CO Feb 9, 4:06 PM ET

Kroger names Greg Foran CEO effective February 10; Ron Sargent stays chairman

Neutral leadership Written later 5.027.01

Kroger's Board appointed Greg Foran, 64, as chief executive officer effective February 10, 2026, and he will also join the Board. Foran previously led Air New Zealand as CEO from February 2020 until October 2025 and Walmart U.S. from August 2014 until January 2020. Ron Sargent, interim CEO since March 2025, remains Chairman, and Kroger reaffirmed its fiscal 2025 guidance.

  • Foran's offer letter sets base salary at $1,500,000 a year and an annual cash incentive target of 200% of base salary.
  • Foran's long-term incentive target is $12,000,000 a year, with a standard grant planned for March 2026 subject to Compensation Committee approval.
  • Sargent remains Chairman and principal executive officer until the Form 10-K for the fiscal year ended January 31, 2026 is filed.
  • Kroger reaffirmed its fiscal 2025 guidance and said it will provide a further update on the leadership transition on its March 5 earnings call.
Read the filing on SEC.gov ↗
LQDTLIQUIDITY SERVICES INC Feb 9, 4:00 PM ET

Liquidity Services director George Ellis retires from board effective February 4, 2026

Neutral leadership Written later 5.02

Director George H. Ellis, a board member since May 2010, retired from the Liquidity Services board effective February 4, 2026, as part of long-term succession planning and not due to any disagreement with the company. The board reduced its size from 8 to 7 directors and cut the Audit and Governance committees from 4 to 3 independent directors each.

  • George H. Ellis notified the company on February 3, 2026 of his retirement, effective February 4, 2026.
  • Ellis served as director since May 2010 and as Audit Committee Chair from 2010 through February 2024.
  • Board size reduced from 8 to 7 directors; Audit and Governance committees each reduced from 4 to 3 independent directors.
Read the filing on SEC.gov ↗

Commerce Bancshares Sets CEO Kemper's 2026 Salary and 2025 Bonus, Changes Equity Awards

Neutral shareholder Written later 5.02

Commerce Bancshares' compensation committee approved 2026 base salaries, 2025 performance bonuses, and a new design for 2026 long-term equity awards for its CEO and other named executive officers. The filing shows CEO John W. Kemper's 2026 salary at $1,050,000 and his 2025 performance-based bonus at $2,313,108, with the 2026 equity mix now split between time-vested and performance-vested restricted stock units.

  • CEO John W. Kemper: 2026 salary of $1,050,000 and 2025 performance-based bonus of $2,313,108, effective March 28, 2026 for the salary
  • Long-term awards split one-third time-vested RSUs (33.3%) and two-thirds performance-vested RSUs (66.6%)
  • Performance-vested RSUs can pay out 0% to 200% of target, adjusted up or down by 20% based on three-year relative total shareholder return
  • Kemper's 2026 performance-vested RSU grant is 36,076 units, with 18,038 time-vested units
Read the filing on SEC.gov ↗
GLDMWorld Gold Trust Feb 9, 12:11 PM ET

SPDR Gold MiniShares names Jonathan Spiegel principal executive officer of sponsor

Neutral leadership Written later 5.02

Effective February 9, 2026, Joseph R. Cavatoni stepped down as principal executive officer of WGC USA Asset Management, the sponsor of World Gold Trust and SPDR Gold MiniShares Trust, to expand his role at the World Gold Council. Jonathan D. Spiegel was appointed to succeed him with immediate effect. The filing says the change does not arise from any disagreement about the trust's operations, policies or practices.

  • Joseph R. Cavatoni steps down as principal executive officer of the sponsor effective February 9, 2026
  • Jonathan D. Spiegel, age 44, appointed principal executive officer with immediate effect
  • Spiegel joined the World Gold Council on January 13, 2026 as Chief Executive Officer of the Funds
  • Prior role: Director and Head of ETF Product Development at New York Life Investment Management, October 2021 to December 2025
Read the filing on SEC.gov ↗
GLDSPDR GOLD TRUST Feb 9, 12:09 PM ET

SPDR Gold Trust names Jonathan Spiegel principal executive officer of its sponsor

Neutral leadership Written later 5.02

Effective February 9, 2026, Joseph R. Cavatoni stepped down as principal executive officer of World Gold Trust Services, LLC, the sponsor of SPDR Gold Trust, to expand his role at the World Gold Council. The sponsor appointed Jonathan D. Spiegel to the role with immediate effect; the filing says the departure did not arise from any disagreement about the Trust's operations, policies or practices.

  • Joseph R. Cavatoni steps down as sponsor principal executive officer effective February 9, 2026
  • Jonathan D. Spiegel, age 44, appointed sponsor principal executive officer with immediate effect
  • Spiegel joined World Gold Council on January 13, 2026 as Chief Executive Officer of the Funds
  • Prior to WGC, Spiegel was Director and Head of ETF Product Development at New York Life Investment Management from October 2021 through December 2025
Read the filing on SEC.gov ↗
SHWSHERWIN WILLIAMS CO Feb 9, 9:55 AM ET

Sherwin-Williams extends $75 million of credit commitments to December 20, 2030

Neutral financing Written later 1.012.03

Sherwin-Williams amended its Amended and Restated Credit Agreement with Citicorp USA, Inc. as administrative agent, and the lenders party thereto. The main purpose of the amendment is to extend the maturity of $75 million of borrowing and letter of credit commitments from June 20, 2026 to December 20, 2030. The filing describes this as a routine extension of existing credit capacity and does not report any change in borrowing amounts or pricing.

  • Amendment No. 1 dated February 9, 2026 amends the credit agreement dated November 17, 2025
  • Maturity of $75 million of commitments extended from June 20, 2026 to December 20, 2030
  • Certain lenders and their affiliates have provided other banking and financial services to the company and may do so in the future
Read the filing on SEC.gov ↗
LHLABCORP HOLDINGS INC. Feb 9, 8:34 AM ET

Labcorp appoints John H. Sampson, M.D., Ph.D., to its Board of Directors

Neutral leadership Written later 5.027.01

Labcorp Holdings appointed John H. Sampson, M.D., Ph.D., as a board member effective February 9, 2026, and named him to the Quality and Compliance Committee. Sampson is vice chancellor for health affairs and dean of the University of Colorado Anschutz School of Medicine and previously held senior leadership roles at Duke University Health System. The filing describes a board addition with no financial results, guidance or deal terms attached.

  • Board appointment effective February 9, 2026; Board approved the appointment on February 6, 2026
  • Sampson joins the Quality and Compliance Committee
  • Sampson will receive director compensation under the company's program described in its April 4, 2025 proxy statement
  • Sampson is vice chancellor for health affairs and dean at the University of Colorado Anschutz School of Medicine
Read the filing on SEC.gov ↗
WDAYWorkday, Inc. Feb 9, 8:31 AM ET

Workday names co-founder Aneel Bhusri CEO, replacing Carl Eschenbach

Neutral leadership Written later 5.027.01

Co-founder Aneel Bhusri was appointed Workday's chief executive officer effective February 6, 2026, and will also remain Chair of the Board. Carl Eschenbach stepped down as CEO and resigned from the Board, and Workday reaffirmed its fiscal 2026 fourth-quarter and full-year outlook, with the exception of GAAP operating margin, which was addressed in a February 4 Form 8-K.

  • Aneel Bhusri appointed CEO effective February 6, 2026; Carl Eschenbach resigned as CEO and as a director.
  • Bhusri's base salary is $1,250,000, with an annual target cash bonus of up to 200% of base salary beginning in fiscal 2027.
  • Bhusri is expected to receive grants dated March 5, 2026: a $60 million RSU award and a $75 million performance-based RSU award.
  • Eschenbach will receive a lump sum payment of $3,601,355 and accelerated vesting of 139,773 and 24,153 shares; Workday will report fourth-quarter and full-year results after market on February 24, 2026.
Read the filing on SEC.gov ↗
EXEEXPAND ENERGY Corp Feb 9, 8:29 AM ET

Expand Energy CEO Dell'Osso replaced by Chairman Wichterich; HQ to move to Houston

Neutral leadership Written later 5.028.01

Expand Energy's board named Chairman Michael Wichterich interim president and chief executive, replacing Domenic (Nick) Dell'Osso, who also resigned from the board. The company also plans to move its headquarters from Oklahoma City to the Houston area in mid-2026, and it reaffirmed its synergy, capital and operating outlook for the fourth quarter and full year 2025. The board is starting a search for a permanent CEO.

  • Wichterich appointed interim CEO effective immediately, with the board action dated February 6, 2026
  • Interim pay includes a $125,000 monthly base salary and a long-term incentive award with a grant date fair value of $3.6 million
  • Headquarters relocation to the Houston area planned for mid-2026; Oklahoma City to remain a center of excellence
  • Fourth quarter and full year 2025 results and 2026 outlook due after market close on February 17, 2026
Read the filing on SEC.gov ↗
PHMPULTEGROUP INC/MI/ Feb 9, 8:12 AM ET

PulteGroup adds Kristin Gannon to board, expanding it to 11 members, effective Feb. 10, 2026

Neutral leadership Written later 5.02

PulteGroup appointed Kristin Gannon, a Managing Director at Eastdil Secured, as an independent director, effective February 10, 2026, increasing the Board to 11 members. She will also serve on the Audit and Nominating and Governance Committees. The filing reports no financial results, and the board change is an administrative governance step rather than a change in company operations.

  • Board increased to 11 members; Kristin Gannon appointed effective February 10, 2026, to serve until the 2026 annual meeting
  • Gannon is designated independent under NYSE listing standards and joins the Audit and Nominating and Governance Committees
  • Gannon previously held senior investment banking roles at Goldman Sachs and Morgan Stanley and has advised on more than $150 billion in real estate transactions, per the press release
  • As a non-employee director, she will receive compensation described in the 2025 proxy statement, prorated from her appointment date
Read the filing on SEC.gov ↗
VZVERIZON COMMUNICATIONS INC Feb 9, 8:00 AM ET

Verizon director Clarence Otis Jr. will not stand for re-election at 2026 annual meeting

Neutral leadership Written later 5.02

Verizon director Clarence Otis, Jr. told the company on February 4, 2026 that he will not stand for re-election when his term expires at the 2026 annual shareholder meeting. The filing discloses no reason and no replacement, so the change is a board succession matter with no stated financial effect.

  • Clarence Otis, Jr. notified Verizon on February 4, 2026 of his decision.
  • His term ends at Verizon's 2026 annual meeting of shareholders.
  • The filing names no successor and gives no reason for the decision.
Read the filing on SEC.gov ↗
UBERUber Technologies, Inc Feb 9, 8:00 AM ET

Uber agrees to buy Getir's food delivery business in Türkiye for $335 million

Neutral m&a Written later 7.01

Uber agreed with Mubadala Investment Company to acquire Getir's delivery portfolio in Türkiye, in phases, subject to regulatory approval and other closing conditions. The filing says the deal is an investment in Türkiye, and it adds a food delivery business that generated over $1 billion in gross bookings in 2025.

  • Uber will pay $335 million in cash, on a cash and debt free basis, for 100% of Getir's food delivery business, expected to close in the second half of 2026.
  • Getir's food delivery business generated over $1 billion in gross bookings in 2025, up more than 50% from the prior year on a constant currency basis.
  • Uber will invest $100 million for a 15% stake in Getir's grocery, retail and water delivery business.
  • The remainder of the grocery, retail and water delivery portfolio is expected to close in the next few years, subject to operating and financial performance conditions.
Read the filing on SEC.gov ↗
FBPFIRST BANCORP /PR/ Feb 9, 7:00 AM ET

First BanCorp. CFO Orlando Berges to retire June 30; Said Ortiz named successor

Neutral leadership Written later 5.02

First BanCorp. said CFO Orlando Berges will retire effective June 30, 2026, and its board appointed Said Ortiz, currently Senior Vice President and Chief Accounting Officer, as Executive Vice President and CFO effective July 1, 2026. The change in the company's top finance role matters to shareholders because it affects who leads financial reporting and capital planning, and the company says the two executives will work together over the coming months to ensure a seamless transition.

  • Orlando Berges, CFO since 2009, announced his retirement on February 4, 2026, effective June 30, 2026
  • Said Ortiz, age 40, has been Senior Vice President and Chief Accounting Officer since October 2021 and becomes CFO effective July 1, 2026
  • Berges is expected to enter a temporary consulting agreement; terms of that agreement and of Ortiz's compensation were not available in the filing
Read the filing on SEC.gov ↗
KDKyndryl Holdings, Inc. Feb 9, 6:50 AM ET

Kyndryl names interim CFO and controller; CFO, general counsel and controller depart

Neutral leadership Written later 5.027.01

Kyndryl appointed Harsh Chugh as interim Chief Financial Officer and Bhavna Doegar as interim Corporate Controller, effective immediately, on February 5, 2026. The same day, CFO David Wyshner, General Counsel Edward Sebold and Senior Vice President and Global Controller Vineet Khurana left their roles, and Mark Ringes was named interim General Counsel. The filing says no compensation changes have been made for the new appointees, so the turnover in finance and legal leadership is the main point for shareholders.

  • Harsh Chugh, 54, named interim Chief Financial Officer effective February 5, 2026; previously Chief Operating Officer from September 2021 to January 2026
  • Bhavna Doegar, 49, named interim Corporate Controller; joined Kyndryl in December 2025 as Senior Vice President, Finance and Strategy
  • David Wyshner departed as Chief Financial Officer and Edward Sebold as General Counsel, effective immediately
  • Mark Ringes appointed interim General Counsel on February 5, 2026; previously Senior Vice President, Deputy General Counsel
Read the filing on SEC.gov ↗
EQTEQT Corp Feb 9, 6:30 AM ET

EQT approves 2026 short-term incentive plan for executives and employees

Neutral shareholder Written later 5.02

EQT's Compensation Committee approved a 2026 Short-Term Incentive Plan on February 4, 2026, setting annual cash bonus opportunities for executive officers and other participating employees. The plan's terms and performance measures are substantially the same as the 2025 plan, so it is a routine annual update rather than a change in direction for shareholders.

  • Committee approved the 2026 STIP on February 4, 2026; awards cover services in calendar year 2026 and are payable in 2027.
  • Performance measures include free cash flow per share, total capital expenditures, cash operating costs, environmental, health and safety intensity, and natural gas production.
  • The Compensation Committee can increase, reduce or eliminate any payable award and may settle awards in company stock under the 2020 LTIP.
  • A change of control would pro-rate performance measurement and payouts through the change-of-control date.
Read the filing on SEC.gov ↗
NXPINXP Semiconductors N.V. Feb 9, 6:07 AM ET

NXP General Counsel Jennifer Wuamett to retire June 30, 2026; Michael Hoffmann to succeed

Neutral leadership Written later 5.02

NXP Semiconductors said its General Counsel and Secretary, Jennifer Wuamett, will retire from that role on June 30, 2026, and Michael Hoffmann, currently SVP, Chief Commercial Counsel and Deputy General Counsel, will be appointed General Counsel at that time. Ms. Wuamett will remain Chief Sustainability Officer and a strategic advisor to the CEO until her employment ends on December 31, 2026, with her pay, benefits and equity vesting continuing through that date.

  • Jennifer Wuamett gave notice on February 4, 2026 that she will voluntarily retire as General Counsel and Secretary on June 30, 2026
  • Michael Hoffmann, currently SVP, Chief Commercial Counsel and Deputy General Counsel, will be appointed General Counsel upon her retirement from that role
  • Ms. Wuamett's salary, benefits and equity vesting continue through December 31, 2026, and she remains eligible for the 2026 annual incentive bonus, paid in 2027, subject to performance metrics
  • The filing states no other payments or compensation are due to Ms. Wuamett
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.

Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.