1,589 material Form 8-K filings that 1,200 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).
CareTrust REIT entered a new equity distribution agreement allowing it to sell up to $1,000,000,000 of common stock through a group of sales agents and forward purchasers. The company replaced its prior at-the-market program dated January 21, 2025, and says proceeds would go to its operating partnership for general corporate purposes, including acquisitions and debt repayment. Because new shares would add to the outstanding share count, the program could dilute existing shareholders, though the filing does not state when or whether shares will be sold.
New February 2026 ATM Program covers up to $1,000,000,000 of common stock, $0.01 par value.
Sales agents receive commissions of up to 2.0% of gross sale prices; forward purchasers receive up to 2.0% of the related volume-weighted average price.
Prior program was terminated; $367.0 million of shares remain subject to outstanding forward sale agreements.
Shares are issued under a Form S-3 shelf registration filed February 17, 2026.
Leidos amended and restated its credit agreement on February 12, 2026, increasing its revolving credit facility from $1.0 billion to $1.5 billion and extending its maturity to five years after the effective date. The company also lowered the unused commitment fee range and removed a 0.10% credit spread adjustment, while no revolver borrowings were outstanding at signing.
Revolving credit facility commitments increased from $1.0 billion to $1.5 billion
Revolver maturity extended to five years after the February 12, 2026 Restatement Effective Date
Unused commitment fee reduced to 0.08% to 0.20% per annum from 0.09% to 0.25%
No borrowings were outstanding under the revolver as of the effective date; term loan terms unchanged
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.
Regency Centers entered into an equity distribution agreement with RBC Capital Markets and Royal Bank of Canada allowing it to sell common stock and forward sale agreements with an aggregate sales price of up to $500 million. The filing says the company will not initially receive proceeds from borrowed shares sold by a forward seller, and proceeds depend on how and when forward sale agreements settle, so the dilution and cash impact to shareholders will depend on future sales.
Shares may be sold from time to time with an aggregate offering price of up to $500 million, including through forward sale agreements
Sales agent commissions will not exceed 2.0% of gross sales prices
Shares will be issued under an automatic shelf registration on Form S-3 filed February 17, 2026
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
On February 11, 2026, NorthWestern Energy's board approved a 2026 Annual Incentive Plan and a 2026 Long-Term Incentive Program covering officers and eligible employees. Executive payouts are tied to 2026 net income (adjusted to exclude costs of the pending Black Hills Corporation merger), safety, reliability, and customer satisfaction, and long-term awards are restricted share units vesting December 31, 2028.
Annual incentive target for CEO Brian Bird is 100% of base salary; CFO Crystal Lail is 75%
Long-term incentive target for CEO Brian Bird is 325% of base salary; CFO Crystal Lail is 150%
Net income metric carries 55% weighting; safety and reliability 15% each; customer satisfaction 15%
Restricted units for about 80 participants vest December 31, 2028; awards are excluded from the merger's change-in-control definition
American Electric Power said director Henry P. Linginfelter notified the board on February 13, 2026 that he will not seek re-election at the company's 2026 Annual Meeting of Shareholders. He stated the decision is not due to any disagreement with the company on its operations, policies, or practices.
Henry P. Linginfelter notified the board on February 13, 2026
He will not stand for re-election at the 2026 Annual Meeting of Shareholders
He stated there is no disagreement with the company on operations, policies, or practices
At its annual meeting on February 10, 2026, Rockwell Automation shareowners approved the 2026 Long-Term Incentives Plan, which allows grants of stock options, stock appreciation rights, restricted stock, and other equity awards. The plan authorizes 10.6 million shares for delivery, plus certain shares from the 2020 and 2012 plans that are later forfeited, cancelled, or paid in cash, so it sets the share pool available for employee and director equity compensation.
Shareowners approved the 2026 Plan at the annual meeting on February 10, 2026.
The plan authorizes 10.6 million shares of common stock, plus eligible shares from the 2020 and 2012 plans.
The Board approved the plan subject to shareowner approval, which was needed for New York Stock Exchange rules and for incentive stock option tax treatment.
Full plan terms are in Appendix A to the Proxy Statement filed December 22, 2025, and as Exhibit 10.1.
AMD's board approved a $75 million special long-term equity award for CEO Lisa Su, to be granted March 15, 2026, and approved fiscal 2025 cash bonuses for Su and four other executive officers. The equity award converts into performance-based restricted stock units that can pay out from 0% to 200% of target, and only if the stock meets price hurdles through March 15, 2031, subject to her continued service.
CEO Value Creation Equity Award: $75 million target value, granted March 15, 2026; PRSUs earned from 0% to 200% of target
Stock price hurdles range from a 10% five-year CAGR (Tranche 1) to $600 per share (Tranche 4); performance period ends March 15, 2031
Fiscal 2025 EIP bonuses: Lisa T. Su $3,125,430; Mark Papermaster $1,293,187; Jean Hu $1,179,750; Forrest Norrod $1,157,062; Ava Hahn $738,100, expected to be paid March 2026
On February 11, 2026, Akamai's Talent, Leadership & Compensation Committee adopted 2026 bonus and equity programs for CEO F. Thomson Leighton, CFO Edward McGowan and three other named executives. Bonuses are paid in vested common stock, with 50% tied to a fiscal 2026 revenue target and 50% to an adjusted operating income target. The filing gives targets and formulas but no actual results, so the eventual payouts depend on future performance.
Bonus payouts depend on fiscal 2026 revenue and adjusted operating income targets, each weighted 50%, with an ESG modifier of up to plus or minus 10%.
Leighton's 2026 base salary is $1.00, with a target bonus of $1,500,000 and a maximum of $3,300,000.
RSU grants are scheduled for March 2, 2026, including $7,250,000 in annual-vesting RSUs for Leighton and performance-based RSUs tied to revenue, non-GAAP EPS and relative total shareholder return.
Travelers director Rafael Santana notified the company on February 13, 2026, that he will not stand for re-election to the board at the 2026 Annual Meeting of Shareholders, and he will serve out his current term until then. The company said his decision was not due to any disagreement with management or the board, and his letter cites the time and travel demands of his current opportunities at Wabtec.
Notice given February 13, 2026; disclosed in an 8-K dated February 17, 2026
Santana will serve the remainder of his term, ending at the 2026 Annual Meeting of Shareholders
Company states the decision was not due to any disagreement with management or the board
Letter cites demands from his current role at Wabtec as the reason
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.
Rave Restaurant Group dismissed Whitley Penn LLP as its independent registered public accounting firm effective February 10, 2026, and engaged Bodwell Vasek Wells DeSimone, LLP as its replacement the same day. The filing states that Whitley Penn's reports for fiscal 2025 and 2024 contained no adverse opinion, disclaimer, or qualification, and that there were no disagreements or reportable events. The change is a routine auditor transition with no disclosed disagreements.
Whitley Penn LLP dismissed effective February 10, 2026; Audit Committee approved the change
Bodwell Vasek Wells DeSimone, LLP engaged as independent auditor effective February 10, 2026
Whitley Penn's reports for fiscal years ended June 29, 2025 and June 30, 2024 had no adverse opinion, disclaimer, or qualification
Whitley Penn letter dated February 17, 2026 filed as Exhibit 16.1
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.
American Express disclosed monthly delinquency and write-off statistics for its U.S. Consumer and U.S. Small Business Card Member loans held for investment through January 31, 2026. The U.S. Consumer net write-off rate improved to 1.9% from 2.1% in December, while its 30-day delinquency rate rose to 1.4% from 1.3%, and total held-for-investment loans fell to $128.6 billion from $131.0 billion. These monthly credit metrics give shareholders an early read on card loan quality, though the filing contains no earnings or guidance.
U.S. Consumer net write-off rate (principal only) was 1.9% for January 2026, down from 2.1% in December 2025 and November 2025.
U.S. Consumer 30-day past-due loans were 1.4% of total loans in January, up from 1.3% in December.
U.S. Small Business net write-off rate was 2.8% in January, up from 2.7% in December; 30-day past-due rate was 1.7%.
Total Card Member loans held for investment were $128.6 billion at January 31, 2026, versus $131.0 billion at December 31, 2025.
National HealthCare Corporation increased its board from seven to nine directors effective February 12, 2026, appointing Dr. David Gifford and Andrew Adams to fill the new seats. The filing is a governance change with no reported financial results, and it adds a geriatric health policy background and long-term care administration experience to the board.
Board expanded by two seats to nine directors effective February 12, 2026
Dr. David Gifford, a geriatrician and former AHCA/NCAL official, named a Class 2 director and Nominating and Corporate Governance Committee member
Andrew Adams, a long-term care administrator and grandson of founder Dr. Carl Adams, named a Class 1 director with a 2026 shareholder vote and Compensation Committee role
The trustee reported a February 17, 2026 distribution of $443,950.34 in interest to holders of the PPLUS Trust Series GSC-2 certificates, with no principal paid. The certificate principal balance remained $35,000,000 and the filing reports no principal reduction, so the report is routine and mainly shows that the scheduled interest was passed through.
Holder interest distribution on February 17, 2026: $443,950.34; principal: $0.00.
Underlying securities: $35,000,000 principal of 6.345% Capital Securities due 2034 issued by Goldman Sachs Capital I, with $1,110,375.00 in interest received by the trustee.
Interest rate swap with Merrill Lynch International: $666,424.66 distributed to Merrill Lynch International on a net basis, on a $35,000,000 notional at 3.00%.
Certificate principal balance unchanged at $35,000,000; S&P rating BB+.
Match Group disclosed that directors Pamela Seymon and Sharmistha Dubey will leave the Board at the 2026 Annual Meeting, and that Manuel Bronstein and Raina Moskowitz are expected to join the Board in connection with that meeting. The filing says the departures were not the result of any disagreement with the company on its operations, policies or practices. The changes are board composition updates with no financial figures reported.
Pamela Seymon resigns from the Board effective at the 2026 Annual Meeting; notice given February 13, 2026
Sharmistha Dubey will not stand for re-election when her term expires at the 2026 Annual Meeting
Manuel Bronstein (former Roblox Chief Product Officer) and Raina Moskowitz (CEO of The Knot Worldwide) expected to join the Board
The filing states the departures involved no disagreement with the company on operations, policies or practices
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.
Royal Caribbean appointed Christopher Wiernicki, former Chairman and CEO of American Bureau of Shipping, as a director on February 10, 2026, and announced the appointment in a February 17, 2026 press release. The filing does not describe any change to financial results, guidance, or operations, so the event is a board addition rather than a financial development.
Board appointment made February 10, 2026; announced February 17, 2026
Wiernicki served as Chairman and CEO of American Bureau of Shipping from 2011 through 2025
Director compensation follows non-management director terms described in the 2025 proxy statement filed April 18, 2025
Press release states appointment is effective immediately
MaxLinear added Kris Sennesael to its board of directors, effective February 13, 2026, bringing the board to eight directors, and also named him to the Audit Committee. Sennesael is currently Executive Vice President and Chief Financial Officer of Western Digital, and the filing describes him as a director with more than 25 years of semiconductor-industry finance and operations experience.
Board appointment effective February 13, 2026; Sennesael serves as a Class I director with a term expiring at the 2028 annual meeting
Initial equity award with an estimated grant-date fair value of $380,000, plus a $60,000 annual board retainer and a $10,000 Audit Committee retainer
Press release dated February 17, 2026 announced the appointment (Exhibit 99.1)
Danaher agreed to acquire Masimo, a provider of pulse oximetry and patient monitoring products, for $180 per share in cash under a merger agreement dated February 16, 2026. The total enterprise value is approximately $9.9 billion including assumed debt and net of acquired cash, and the deal is expected to close in the second half of 2026 subject to regulatory clearances and Masimo shareholder approval. For Danaher shareholders, the filing projects Masimo to be accretive to adjusted diluted EPS by $0.15 to $0.20 in the first full year and about $0.70 in the fifth full year.
Price: $180 per share in cash for all outstanding Masimo common stock
Total enterprise value of approximately $9.9 billion, including assumed indebtedness, net of acquired cash
Expected accretion to adjusted diluted EPS of $0.15 to $0.20 in the first full year and about $0.70 in the fifth full year
Expected close in the second half of 2026; Danaher expects to fund the deal with cash on hand and debt financing
Cognex Corporation appointed Dr. Sami Atiya and Mr. Chris Donato as directors effective March 2, 2026, and Robert Willett and Dr. Dianne Parrotte retire from the Board on the same date. The filing describes board composition changes and director compensation, with no change to financial results or guidance.
Dr. Sami Atiya, 62, formerly President of ABB's Robotics and Discrete Automation business, and Mr. Chris Donato, 60, President and Chief Revenue Officer of Zendesk since May 2024, join the Board effective March 2, 2026.
Each new director receives a $50,000 annual cash retainer, plus $5,000 (Atiya) or $8,000 (Donato) for committee service, and RSUs with an economic value of approximately $275,000 vesting one year after grant.
Robert Willett, former CEO of Cognex, and Dr. Dianne Parrotte retire from the Board effective March 2, 2026.
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.
Trinity Industries said Executive Vice President of Leasing and Services Gregory B. Mitchell notified the company on February 13, 2026 that he will retire effective October 15, 2026. He stepped down from his current role effective February 16, 2026. The filing does not name a successor or describe any change to financial results.
Gregory B. Mitchell notified Trinity of his retirement on February 13, 2026, effective October 15, 2026.
Mitchell stepped down as Executive Vice President, Leasing and Services effective February 16, 2026.
The filing does not name a replacement or interim successor for the role.
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
TE Connectivity entered into a new $3 billion five-year senior revolving credit agreement on February 13, 2026, which replaces the existing $1.5 billion facility from April 2024. The new facility will back the company's commercial paper borrowings and matures on February 13, 2031, with options to extend and increase commitments.
New revolving credit commitments total $3,000,000,000, replacing the $1,500,000,000 facility dated April 24, 2024
Maturity is February 13, 2031, with two possible one-year extensions and up to $1,000,000,000 in optional commitment increases
Facility includes a debt-to-EBITDA covenant of 3.75 to 1.0, or 4.25 to 1.0 after a qualified acquisition
The company reported no early termination penalties on the existing facility
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
On February 16, 2026, nVent Electric and subsidiaries amended the $875 million Second Amended and Restated Credit Agreement to let Hoffman Schroff Holdings become a primary borrower alongside nVent Finance, with the two subsidiaries cross-guaranteeing each other's obligations. A Sixth Supplemental Indenture also makes Hoffman a joint and several guarantor of nVent Finance's senior notes due 2028, 2031 and 2033. The filing describes changes to borrowing and guarantee structure; it does not report new borrowing amounts or changes to the facility size.
Credit Agreement aggregate principal amount of up to $875 million, unchanged by the filing's description
Hoffman Schroff Holdings can now borrow as a primary borrower in addition to nVent Finance S.à r.l.
Hoffman fully and unconditionally guarantees nVent Finance obligations under the indenture, including 4.550% notes due 2028, 2.750% notes due 2031 and 5.650% notes due 2033
Amendment and Supplemental Indenture dated February 16, 2026; filed as Exhibits 4.1 and 4.2
On February 11, 2026, Matthews International entered an Eighth Amendment to its credit agreement, reducing the revolving credit facility to $700 million from $750 million and raising the term loan facility to $150 million. The amendment also extends the term loan maturity to January 31, 2029 and sets revised interest coverage ratio requirements through 2026, which shareholders may track as the company's borrowing terms change.
Revolving credit facility reduced to $700 million from $750 million; term loan facility increased to $150 million
Term loan maturity extended to January 31, 2029, with quarterly installments of $1,875,000 beginning July 1, 2026
Minimum interest coverage ratio set at 2.50 to 1.00 for the quarter ending March 31, 2026, 2.75 to 1.00 for June 30, 2026, and 3.00 to 1.00 from September 30, 2026
Additional revolver increases or term loans capped at $250 million; revolver also reduces on certain business sales
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.