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).
Solstice Advanced Materials granted restricted stock units and performance stock units to its executive officers on February 24, 2026, including 46,244 RSUs and 46,244 target PSUs for CEO David Sewell. The awards are routine equity compensation, with RSUs vesting over three years and PSUs tied to fiscal 2026 through 2028 performance.
CEO David Sewell received 46,244 RSUs and a target of 46,244 PSUs on the February 24, 2026 grant date.
Tina Pierce, Senior Vice President and Chief Financial Officer, received 9,961 RSUs and a target of 9,961 PSUs.
RSUs vest in equal annual installments over three years; PSUs cover fiscal 2026 through 2028 and depend on adjusted EPS, return on invested capital and relative total shareholder return.
On February 25, 2026, Vishay's Compensation Committee set 2026 base salaries for seven officers, including CEO Marc Zandman at approximately $1,360,000. It also raised the minimum target annual cash bonus for Michael O'Sullivan and David Tomlinson to 55%, while other bonus minimums were unchanged. The routine compensation update reports no change to reported financial results.
CEO Marc Zandman's 2026 base salary is ILS 4,700,211, approximately $1,360,000, paid in Israeli shekels
Joel Smejkal's 2026 base salary is $1,060,488, the second-highest listed
Minimum target annual cash bonus raised to 55% for Michael O'Sullivan and David Tomlinson, effective 2026
Salaries were set by the Compensation Committee at a meeting on February 25, 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
Bath & Body Works said Chief Legal Officer and Corporate Secretary Michael Wu ceased serving in that role effective February 24, 2026, and the company has started a search for a successor. Wu will stay on as a non-executive employee until his expected separation date of about March 27, 2026, and his exit will be treated as a termination without cause under his 2022 severance agreement, subject to a release of claims.
Michael Wu ceased as Chief Legal Officer and Corporate Secretary effective February 24, 2026
Expected separation date on or about March 27, 2026, subject to continued good standing and a release of claims
Wu remains subject to perpetual confidentiality, one-year non-solicitation and nine-month non-competition covenants
MARA Holdings' compensation committee approved new forms of restricted stock unit and performance-based restricted stock unit award agreements under its equity incentive plan on February 20, 2026. The filing describes vesting schedules, performance metrics tied to fiscal 2026, and a relative total shareholder return modifier, which together govern how future executive and employee equity awards are earned.
RSUs vest in eleven substantially equal quarterly installments from April 1, 2026 through December 31, 2028.
PSUs are based on fiscal 2026 Economic Triad Megawatt Capacity and Annual Recurring Revenues, with a maximum payout of 249% of target.
A relative total shareholder return modifier covers January 1, 2026 through December 31, 2028, and total long-term incentive payout is capped at 200% of target.
On February 24, 2026, Manhattan Bridge Capital entered into Amendment No. 9 to its credit agreement with Webster Bank as agent and lender. The amendment extends the agreement's term through March 31, 2026, removes Mizrahi Tefahot Bank as a lender, and reallocates its revolving commitments among the remaining lenders, with Webster's revolving note increased from $15 million to $22.5 million.
Credit agreement term extended through March 31, 2026
Mizrahi Tefahot Bank Ltd. departs as a lender under the agreement
Webster revolving note raised from $15,000,000 to $22,500,000, replacing the prior note
Darling Ingredients said director Gary Mize, on the board since 2016, plans to retire at the 2026 Annual Meeting of Stockholders, and he will remain a director and Lead Director until then. The board also elected Robert Aspell, a retired Cargill executive, effective February 25, 2026, increasing the board to eleven members. The filing contains no financial results, and the changes are board composition updates rather than changes to the company's operations.
Gary Mize plans to retire from the board effective at the 2026 Annual Meeting and will remain Lead Director and Nominating and Corporate Governance Committee chairman until then.
Robert Aspell was elected to the board effective February 25, 2026, increasing the board size to eleven members, and was appointed to the Audit Committee.
Aspell will receive a $100,000 annual retainer and a $150,000 annual restricted stock unit grant in value, prorated for his first year.
Crown Castle's board declared a quarterly common stock dividend of $1.0625 per share, payable March 31, 2026, to holders of record on March 13, 2026. The board also approved a 2026 annual incentive plan for the executive management team, which pays cash only if corporate financial goals are met and does not guarantee any award.
Quarterly dividend of $1.0625 per common share declared February 25, 2026
Dividend payable March 31, 2026 to stockholders of record at close of business March 13, 2026
Board approved 2026 EMT Annual Incentive Plan covering CEO Christian H. Hillabrant and other executive officers
Incentive payouts depend on specified corporate financial performance goals; the committee can amend or discontinue the plan
HCA Healthcare's Compensation Committee adopted a 2026 Executive Officer Performance Excellence Program on February 24, 2026, setting cash bonus targets for named executives, including 175% of base salary for CEO Samuel N. Hazen. Separately, director Robert J. Dennis said he will retire from the board at the April 23, 2026 annual meeting. The filing does not report financial results, so the bonus plan's effect on shareholders depends on the performance targets, which are defined in the plan document.
Awards are weighted 80% on EBITDA targets and 20% on quality metrics, paid solely in cash.
Target 2026 awards: 175% of base salary for CEO Samuel N. Hazen; 125% for CFO Michael A. Marks and COO Jon M. Foster; 100% for Michael R. McAlevey and Michael S. Cuffe, M.D.
Robert J. Dennis, who informed the company on February 20, 2026, will retire from the board effective April 23, 2026.
Ecolab's board appointed Christophe Beck as President, while Darrell Brown and Greg Cook were named Co-Chief Operating Officers for Global Markets and Global Businesses, effective April 1, 2026. Beck keeps his roles as Chairman and CEO, and the company says the split is meant to support its next phase of growth.
Christophe Beck, 58, was appointed President and will remain Chairman and CEO.
Darrell Brown, 62, moves to Co-COO, Global Markets and will relocate to Sydney, Australia, with an annualized base salary of AU$1,300,000 (about $876,200) and a $2,500,000 long-term incentive award target.
Greg Cook, 57, becomes Co-COO, Global Businesses with an annualized base salary of $750,000 and a $2,200,000 long-term incentive award value.
Diebold Nixdorf's board designated Chief Accounting Officer Jeffrey Sesplankis as principal accounting officer effective February 24, 2026, taking the role from Thomas S. Timko, who remains Executive Vice President and Chief Financial Officer. The filing states that Sesplankis's compensation will not change as a result of the designation.
Board designated Jeffrey Sesplankis as principal accounting officer effective February 24, 2026
Sesplankis, age 51, joined the company as Chief Accounting Officer in January 2025
Thomas S. Timko remains Executive Vice President and Chief Financial Officer and principal financial officer
Filing states Sesplankis's compensation will not change as a result of the designation
OGE Energy director Judy R. McReynolds informed the company on February 19, 2026 that she will not stand for re-election and will retire from the Board at the annual shareholder meeting on May 14, 2026. The filing says her decision is not due to any disagreement with the company on its operations, policies, or practices, and it describes her 14-plus years of Board service, including five years as Lead Director.
Judy R. McReynolds informed the company on February 19, 2026 of her retirement decision.
Retirement takes effect at the annual shareholder meeting scheduled for May 14, 2026.
She served more than 14 years on the Board and five years as Lead Director.
The filing states the departure is not due to any disagreement with the company.
On February 19, 2026, Eagle Bancorp's Compensation Committee approved annual long-term incentive awards of stock options, performance-based restricted stock units and time-based restricted stock units for its continuing named executive officers. The filing lists the number of awards for four executives, including Susan G. Riel and Eric R. Newell, and the option exercise price of $26.45. The grants are routine compensation actions that tie part of executive pay to shareholder return and earnings per share growth.
Options granted at an exercise price of $26.45, vesting in three equal annual installments starting February 19, 2027 and expiring February 19, 2036
Performance-based RSUs cover a three-year period from January 1, 2026 to December 31, 2028, weighted equally between relative total shareholder return and earnings per share growth
Susan G. Riel received 15,684 options, 23,340 PSUs and 7,780 RSUs; Eric R. Newell received 10,580 options, 15,745 PSUs and 5,248 RSUs
On February 23, 2026, Con Edison entered into a forward sale agreement with JPMorgan Chase Bank covering 7,000,000 common shares, alongside an underwriting agreement for the same shares. The forward price starts at $110.81 per share, and the agreement is expected to settle by December 31, 2026. If shares are issued under the agreement, the filing says that would dilute earnings per share and return on equity.
Forward sale agreement dated February 23, 2026, with JPMorgan Chase Bank, National Association, covers 7,000,000 common shares
Initial forward price is $110.81 per share, adjusted daily for a floating interest factor and reduced for expected dividends
Settlement is expected by December 31, 2026, and will be physical unless Con Edison elects cash or net share settlement
The forward purchaser may accelerate settlement in specified events, which could require issuing shares and cause dilution to earnings per share and return on equity
Alexandria Real Estate Equities, Inc. issued and sold $750 million of 5.25% Senior Notes due 2036 in a registered public offering on February 25, 2026. The notes are unsecured senior obligations guaranteed by its operating partnership and rank equally with existing and future unsecured senior debt, so the filing adds fixed-rate debt to the company's balance sheet.
Principal amount: $750 million; interest rate 5.25% per year, paid semi-annually on March 15 and September 15, starting September 15, 2026
Notes mature March 15, 2036; redeemable at any time, with a make-whole amount before December 15, 2035
Indenture dated February 13, 2025, supplemented by Supplemental Indenture No. 2 dated February 25, 2026, with U.S. Bank Trust Company, National Association as trustee
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
At its February 19, 2026 annual meeting, Good Times Restaurants shareholders elected all five director nominees, approved the advisory vote on executive compensation, and ratified Baker Tilly US, LLP as the independent auditor for the fiscal year ending September 29, 2026. The board also named Charles E. Jobson as Chairman and set committee assignments, which are routine governance steps for shareholders.
Annual meeting held February 19, 2026; five directors elected to one-year terms
Advisory say-on-pay approved: 4,255,749 for, 266,259 against, 66,410 abstain
Baker Tilly US, LLP ratified as auditor for fiscal year ending September 29, 2026: 6,965,378 for, 614,306 against
Charles E. Jobson named Chairman of the Board; Jason S. Maceda and Jennifer C. Stetson chair the Audit and Compensation Committees
Marsh & McLennan Companies appointed Peter Harrison, age 59, as an independent director effective February 25, 2026, bringing the Board to 13 directors. The filing says his committee assignments have not yet been determined and will be disclosed in the 2026 proxy statement, and it does not describe any financial impact.
Peter Harrison appointed as an independent director effective February 25, 2026
Board now consists of 13 directors, per the company's press release
Committee assignments not yet determined; expected in the 2026 definitive proxy statement
Compensation as a non-management director follows the arrangements described in a prior 10-Q exhibit
Valmont Industries appointed Paul T. Maass to its board of directors on February 22, 2026, and increased the board size to eleven members. As a non-employee director, he receives a $95,000 annual cash retainer and an annual restricted stock unit grant valued at $170,000.
Paul T. Maass appointed to the board on February 22, 2026
Board size increased to eleven members
Non-employee director cash retainer of $95,000 per year
Annual restricted stock unit grant valued at $170,000, vesting on the first anniversary of the grant date
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
Alabama Power and Georgia Power, subsidiaries of Southern Company, entered into loan guarantee agreements and credit facilities with the U.S. Department of Energy and the Federal Financing Bank on February 20, 2026. Southern Company itself is not a party to the loan documents, but the borrowings will be full recourse, senior unsecured obligations of the two utilities, which matters to shareholders because it adds debt at the subsidiary level.
Alabama Power's facility may not exceed approximately $4.1 billion; Georgia Power's may not exceed approximately $22.4 billion
Georgia Power requested initial advances of approximately $1.0 billion on February 20, 2026, and expects to receive them in March 2026
Advances bear interest at the U.S. Treasury rate plus 0.375%, with a final scheduled maturity of December 10, 2055
Advances are available until the earliest of September 15, 2033, full use of the facility amount, or termination after an event of default
American Express announced plans to build a new headquarters of about 1.95 million square feet at 200 Greenwich Street, on the 2 World Trade Center site in New York City. Construction is planned to start in spring 2026 and finish in 2031, and the company said the project is not expected to have a material impact on its financial results.
Planned headquarters size: approximately 1.95 million square feet at 200 Greenwich Street, New York City
Construction planned to begin in spring 2026
Expected completion in 2031
Company states the project is not expected to have a material impact on financial results
Charter Communications appointed Nick Jeffery, former CEO of Frontier Communications, as Chief Operating Officer, effective September 1, 2026. He will lead Marketing and Sales, Field Operations, and Customer Operations and report to CEO Chris Winfrey, and his compensation package includes a base salary of at least $1.5 million and a $20 million stock option grant.
Start date is September 1, 2026; Jeffery reports to President and CEO Chris Winfrey
Base salary of at least $1,500,000 with a target annual bonus of 225% of base salary
Initial stock options with a grant date fair value of $20,000,000, plus $500,000 in restricted stock units
Jeffery was Frontier Communications CEO from 2021 until Verizon's acquisition of Frontier in January 2026
Wells Fargo said it will redeem all 140,400 outstanding shares of its 3.90% Series BB Preferred Stock and all 3,510,000 related depositary shares. The redemption date is March 15, 2026, which shifts to March 16, 2026 because of a non-business day, and no Series BB preferred or depositary shares will remain outstanding afterward.
Redemption date is March 15, 2026, shifting to March 16, 2026 due to a non-business day.
Redemption price is $25,000.00 per preferred share and $1,000.00 per depositary share, excluding declared and unpaid dividends.
The filing covers 140,400 preferred shares and 3,510,000 depositary shares, each depositary share representing a 1/25 interest in a preferred share.
Regular quarterly dividends will be paid separately on March 16, 2026 to holders of record at the close of business on February 27, 2026.
DiamondRock Hospitality Company said Chairman William W. McCarten will retire from the Board at the adjournment of its 2026 Annual Meeting of Shareholders on April 29, 2026, and will not stand for re-election. Bruce D. Wardinski will then become non-executive Chairman, and the Board will shrink from nine directors to eight. The filing says Mr. McCarten's decision was not based on any disagreement with the Company or management.
William W. McCarten, founder and former CEO, retires as Chairman effective at the April 29, 2026 Annual Meeting adjournment
Bruce D. Wardinski becomes non-executive Chairman on the same date
Board size reduces from nine directors to eight
Announced in a press release dated February 25, 2026; the filing says the decision was not based on any disagreement with the Company or management
Starwood Property Trust reported fourth-quarter and full-year 2025 results, with GAAP net income of $96.9 million for the quarter and $411.5 million for the year. Distributable Earnings, a non-GAAP measure, were $159.5 million for the quarter and $615.5 million for the year. The filing gives no prior-period comparisons or guidance, and management described 2025 as a transition year.
Q4 2025 GAAP EPS of $0.26 and Distributable EPS of $0.42; full-year GAAP EPS of $1.15 and Distributable EPS of $1.69
Full-year 2025 GAAP net income of $411.5 million and Distributable Earnings of $615.5 million
Invested $12.7 billion in 2025, including $2.5 billion in Q4; record $4.4 billion of capital transactions; current liquidity of $1.4 billion
Quarterly dividend of $0.48 per share; webcast and conference call on February 25, 2026 at 10:00 a.m. Eastern Time
UnitedHealth's Compensation and Human Resources Committee amended a stock option granted to CEO Stephen Hemsley on May 14, 2025. The amendment adds a requirement that Hemsley hold net shares acquired on exercise until May 14, 2030, except in cases of death or disability. The filing says all other terms of the option are unchanged, so the change mainly affects how long the executive must keep shares he receives from the option.
Committee amended the stock option granted to Stephen Hemsley on May 14, 2025, on February 23, 2026
Amendment adds a two-year share holding requirement after a three-year cliff vesting
Hemsley must hold net shares from exercise until May 14, 2030, except in death or disability
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.