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).
Arcosa agreed to sell all shares of Arcosa Marine Products, Inc., its barge business, to ACMP Buyer, LLC, an affiliate of Wynnchurch Capital, for about $450 million in cash, subject to customary adjustments. The company said it intends to use the net after-tax proceeds to invest in its core growth platforms and reduce debt. The barge business reported 2025 revenue of $383 million and Adjusted Segment EBITDA of $68 million, and closing depends on regulatory approval.
Price: about $450 million in cash, subject to customary purchase price adjustments
Expected close in the second quarter of 2026, subject to HSR waiting period expiration and absence of legal restraints
Either party may terminate if the deal has not closed by June 24, 2026, subject to extensions; no financing condition
Barge business 2025 revenue of $383 million and Adjusted Segment EBITDA of $68 million, reported within Transportation Products
Concentrix issued and sold $600 million of 6.500% Senior Notes due March 1, 2029, in a registered public offering on February 24, 2026. The company said it used the proceeds with other available funds to redeem $600 million of its 6.650% Senior Notes due August 2, 2026, which had $800 million outstanding before the redemption. The filing describes a refinancing of existing debt; it does not state a change in total borrowing.
Notes carry a 6.500% rate, paid semi-annually from September 1, 2026, maturing March 1, 2029
Proceeds plus other funds used to redeem $600 million of 6.650% notes due August 2, 2026, with $800 million previously outstanding
Rate can adjust if Moody's, S&P or Fitch downgrade or later upgrade the notes' rating
Notes are redeemable before February 1, 2029 at the greater of par or a make-whole price
Ameris Bancorp said its Corporate Executive Vice President and Chief Strategy Officer, James A. LaHaise, will retire effective April 30, 2026, under a Retirement Agreement signed February 19, 2026. The filing says he will provide transition services for three months after retirement and that his SERP benefit depends on signing and not revoking an updated release.
James A. LaHaise, Chief Strategy Officer, retires effective April 30, 2026
Retirement Agreement and Release signed February 19, 2026; he will provide transition services for three months after the Retirement Date
Annual retirement benefit of $100,000 per year for ten years under the SERP, conditional on a valid updated release
Outstanding restricted share and performance unit awards retained or forfeited under the 2021 Omnibus Equity Incentive Plan terms, without modification
On February 18, 2026, Fifth Third's Compensation Committee approved performance share unit (PSU) grants to several named executive officers to reward integration following the previously announced merger with Comerica. Chairman, CEO and President Timothy N. Spence's award has a grant date value of $5 million and requires him to hold vested shares, net of tax, until February 18, 2031. Payouts range from 0% to 125% based on an integration scorecard, so shareholders' exposure depends on how that scorecard is met.
Timothy N. Spence (Chairman, CEO and President) grant date value: $5,000,000, with shares held until February 18, 2031
James C. Leonard (EVP and COO) grant date value: $1,500,000
Bryan D. Preston (CFO), Robert P. Shaffer (Chief Risk Officer) and Jude A. Schramm (CIO) each receive $1,000,000
Performance period runs February 1, 2026 through December 31, 2026; 50% vests on each of the first and second grant anniversaries
W. P. Carey completed a €1.0 billion offering of senior unsecured notes on February 24, 2026, in two €500 million tranches maturing in 2031 and 2035. The company said it will use the net proceeds to repay its €500 million 2.250% notes due April 2026 and for general corporate purposes, including repaying other debt such as amounts under its $2.0 billion revolving credit facility. The filing also reports that underwriters fully exercised the option on the February 2026 common stock offering, adding $64.8 million for total gross proceeds of $496.8 million.
€500 million of 3.250% Senior Notes due October 2, 2031, and €500 million of 3.750% Senior Notes due May 10, 2035, both issued February 24, 2026
Proceeds will repay all €500 million of 2.250% Senior Notes due April 2026, plus other debt including the $2.0 billion revolver and a €215 million term loan due February 2028
Underwriters exercised in full the 900,000-share option on the common stock offering at $71.38 per share, adding $64.8 million for total gross proceeds of $496.8 million
Boyd Gaming disclosed that Chief Administrative Officer Stephen Thompson intends to retire effective March 31, 2026, having announced the decision on February 19, 2026. The filing says he is leaving for personal reasons and not due to any disagreement with the company, and it does not name a successor.
Stephen Thompson, Chief Administrative Officer since December 2023, announced his retirement on February 19, 2026.
Retirement is effective March 31, 2026.
The company states the departure is for personal reasons and not due to any disagreement.
Benchmark Electronics signed an employment agreement with David Moezidis, who will become President and Chief Executive Officer on March 31, 2026, and is expected to join the board as a director. The agreement sets a $900,000 base salary, equity awards and severance terms, which are detailed in the filing.
Effective date of employment as President and CEO is March 31, 2026; agreement dated February 19, 2026
Annual base salary of $900,000 with target cash bonus of 115% and maximum of 200% of base salary
Equity awards of $2,500,000 in February 2026 plus $1,500,000 on the effective date, split 50% restricted stock units and 50% performance stock units
Severance without cause or for good reason is two times the Total Cash Amount plus a pro rata bonus; three times within 24 months after a change in control
Dentsply Sirona's board increased its size from 11 to 13 seats and appointed James D. Forbes and Brian P. McKeon as directors, effective February 27, 2026. Director Willie A. Deese notified the board he will not seek reelection at the 2026 annual meeting, and the filing states this is not the result of any disagreement with the company. The changes are board governance updates with no financial figures disclosed.
Board size increased from 11 to 13 directors on February 23, 2026
James D. Forbes joins the Compensation & Human Capital Committee; Brian P. McKeon joins the Audit and Finance and Science and Technology committees
Willie A. Deese will not stand for reelection at the 2026 annual meeting, after about 15 years of service per the press release
Shake Shack's board designated Peter Herpich, its Corporate Controller, as interim principal financial officer on February 23, 2026, while the company searches for a new chief financial officer. The change follows the November 2025 resignation of CFO Katherine Fogertey, who will serve as a Senior Advisor until March 4, 2026. The filing is a leadership change in the finance function, and it does not report any change to financial results or guidance.
Peter Herpich, age 55, designated interim principal financial officer on February 23, 2026
Katherine Fogertey resigned as CFO in November 2025 and will serve as Senior Advisor until March 4, 2026
Company has commenced a search for a new Chief Financial Officer
Herpich joined Shake Shack in May 2023 and previously held controller roles at Casper Inc. and Barnes & Noble, Inc.
Disney terminated the employment of Senior Executive Vice President and Chief Communications Officer Kristina Schake without cause, effective March 19, 2026, according to the 8-K. The company's press release says her departure coincides with the end of Bob Iger's tenure as CEO, and that Josh D'Amaro is the selected next CEO. Shareholders should note that a successor has not yet been named.
Termination decided February 20, 2026; effective March 19, 2026 per the 8-K
Press release says Schake departs after March 18, 2026, as Bob Iger's CEO tenure ends
Separation benefits follow her previously disclosed employment agreement; successor to be announced at a later date
Unitil signed Amendment No. 2 to its purchase agreement for Aquarion Water Company of Massachusetts, Aquarion Water Company of New Hampshire and Abenaki Water Co., moving the agreement's termination date from February 23, 2026 to May 25, 2026. The filing also replaces Janney Montgomery Scott with Huntington Securities as an agent under the company's $50 million common stock distribution agreement.
Amendment No. 2, dated February 23, 2026, extends the purchase agreement's termination date to May 25, 2026, from February 23, 2026.
The Aquarion companies are being acquired from Aquarion Water Authority, with South Central Connecticut Regional Water Authority party to the amendment.
On February 19, 2026, Huntington Securities replaced Janney Montgomery Scott under the $50 million distribution agreement for common stock sales.
Stock sales under the distribution agreement, if any, will be made under an effective Form S-3ASR registration statement.
Supernus Pharmaceuticals approved annual base salary increases for five executive officers effective January 1, 2026, following its annual compensation review, and granted stock options, RSUs and PSUs. The changes are routine annual compensation actions, and the filing does not describe any change in officer roles.
CEO Jack A. Khattar's base salary rose from $1,036,000 to $1,067,100, with a 2025 bonus of $846,930 and options on 341,610 shares.
CFO Timothy C. Dec's base salary rose from $504,900 to $525,100, with a 2025 bonus of $233,894.
Option exercise price is $50.20 per share, the closing price on February 18, 2026, the date the grants were approved.
Option and RSU awards vest annually in equal increments over four years; PSU vesting depends on performance goals.
MetLife's Board increased its size from eleven to thirteen directors and elected Daniel S. Glaser and Michelle R. Seitz, both determined to be independent. The new directors receive the standard non-management director pay, which is a $355,000 annual retainer split between shares and cash.
Board expanded from eleven to thirteen directors on February 24, 2026, effective immediately
Glaser joins the Audit, Compensation, and Finance and Risk committees; Seitz joins the Compensation, Governance and Corporate Responsibility, and Investment committees
Standard non-management retainer is $355,000 per year: $205,000 in company stock and $150,000 in cash, with partial-year service pro-rated
On February 20, 2026, Middlesex Water amended its at-the-market equity sales agreement, which allows sales of up to $110,000,000 of common stock. Janney Montgomery Scott stopped acting as a sales agent and Huntington Securities was added, while commissions, manner of sale and the maximum offering amount were not changed. The amendment is an administrative change to the existing share sale program, and the filing does not state any shares sold under it.
Maximum aggregate offering amount under the equity sales agreement: $110,000,000, unchanged by the amendment
Amendment dated February 20, 2026; Janney Montgomery Scott LLC ceased as a sales agent and Huntington Securities, Inc. was added
Sales to be made under shelf registration statement on Form S-3 (File No. 333-287177) and a prospectus supplement dated May 12, 2025, as supplemented
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.
On February 19, 2026, Leggett & Platt's Human Resources and Compensation Committee approved 2026 pay terms for its named executive officers, including a raise in base salary for CEO Karl G. Glassman to $1,315,000 from $1,275,000. The filing also sets 2026 incentive target percentages, performance criteria for annual cash awards, and long-term equity award multiples, and it does not report a change in officers.
Glassman's annual base salary rises to $1,315,000 from $1,275,000; CFO Benjamin M. Burns's rises to $618,000 from $600,000.
The 2026 KOIP award is weighted 65% on EBITDA and 35% on Cash Flow for corporate participants, with EBITDA threshold of $300.00 million and target of $375.00 million.
The 2026 long-term incentive award is 60% performance stock units and 40% restricted stock units; Glassman's LTI multiple is 570%.
Chewy's board appointed Vice President of Finance Christopher S. Deppe as chief financial officer effective February 23, 2026, ending an interim arrangement in which Chief Accounting Officer William Billings served as principal financial officer during the CFO search. The company's February 24, 2026 press release also reaffirmed its guidance for fiscal year 2025 and stated its long-term margin target of 10% Adjusted EBITDA.
Deppe's offer letter sets an annual base salary of $450,000 and a 2026 target bonus equal to 100% of eligible earnings.
Deppe receives a one-time RSU equity grant valued at $8,781,141 as of the grant date, subject to Board approval after his start date.
Billings was removed as interim principal financial officer but remains Chief Accounting Officer; the filing says the removal was not due to any disagreement with the company.
Chewy reaffirmed guidance for fiscal year 2025 and stated it remains on track toward the 10% Adjusted EBITDA margin outlined at its Investor Day.
First Hawaiian, Inc. disclosed that Vice Chair of Wealth Management Alan H. Arizumi will retire from the company and First Hawaiian Bank. The 8-K gives a March 31, 2026 effective date, while the February 23, 2026 press release says April 3, 2026. Executive Vice President Michael Tottoff will take over the wealth management group, and the filing contains no financial results or guidance.
Alan H. Arizumi, Vice Chair of the Wealth Management Group, announced his retirement on February 20, 2026; the 8-K gives an effective date of March 31, 2026, while the press release says April 3, 2026.
Arizumi joined First Hawaiian Bank in 1983, served on the senior management committee since 2009, and has led the wealth management group since 2013.
Executive Vice President Michael Tottoff will assume responsibility for the wealth management group and join the senior management committee.
Fidelity National Information Services furnished supplemental unaudited pro forma figures that recast its 2024 and 2025 results as if the Issuer Solutions acquisition and Worldpay sale had been combined, both completed January 9, 2026. For fiscal 2025, the recast shows pro forma combined revenue of $13.2 billion and Adjusted Combined EBITDA of $5.4 billion, a 41.2% margin. The company states the figures are illustrative and not necessarily indicative of future results, and the exhibit is furnished rather than filed.
FY2025 pro forma combined revenue was $13,186 million, compared with $12,520 million in FY2024.
FY2025 Adjusted Combined EBITDA was $5,431 million with a 41.2% margin; FY2024 was $5,158 million with a 41.2% margin.
Adjusted Combined EBITDA margin rose from 38.8% in Q1 2025 to 43.2% in Q4 2025.
FIS paid approximately $7.7 billion in cash on January 9, 2026, the difference between the Issuer Solutions and Worldpay purchase prices.
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
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.