741 material Form 8-K filings that 597 companies we cover made with the SEC in March 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).
Capital One filed its monthly charge-off and delinquency metrics for the month ended February 28, 2026, as Exhibit 99.1 to a Form 8-K furnished under Regulation FD. The release gives credit card and auto loan charge-off, delinquency and nonperforming loan figures, but the filing does not include prior-period comparisons.
Domestic credit card net charge-offs were $1,094 million, a 5.17% annualized rate, on average loans of $253,811 million.
Domestic credit card 30+ day performing delinquencies were $10,005 million, a 3.96% rate of period-end loans.
Consumer Banking auto net charge-offs were $108 million (1.54% rate); auto nonperforming loans were $504 million (0.60% rate).
On March 10, 2026, Perdoceo's Compensation Committee approved a 2026 Annual Incentive Plan similar in all material respects to its 2025 plan. The plan ties 80% of payouts to company-wide adjusted operating income and 20% to individual goals, with payouts capped at 200% of target.
Approved by the Compensation Committee on March 10, 2026
On March 12, 2026, the Compensation Committee approved time-vested and performance-based restricted stock unit awards to five senior officers, including CEO Robert J. Sprowls. The awards tie part of executive pay to multi-year vesting and performance criteria, which the filing describes in an exhibit.
CEO Robert J. Sprowls received 7,362 time-vested RSUs and a performance award with a target of 22,088 RSUs.
CFO Eva G. Tang received 1,071 time-vested RSUs and a performance award with a target of 1,071 RSUs.
Time-vested awards vest in 33%, 33% and 34% tranches on the first, second and third grant anniversaries.
Performance awards vest on December 31, 2026, 2027 and 2028, in 33%, 33% and 34% portions, subject to performance criteria.
Waste Management disclosed that former Executive Vice President and Chief Financial Officer Devina Rankin, who resigned effective November 1, 2025, received a $1 million cash bonus on March 13, 2026. The bonus recognizes her role in the orderly transition to her successor and her contributions to the integration of the Healthcare Solutions business, and is in addition to her 2025 annual cash incentive.
Devina Rankin resigned as CFO effective November 1, 2025, after 23 years with the company, including nearly nine years as CFO.
She served as an executive advisor at her prior base salary through March 13, 2026.
A $1 million cash transition success bonus was paid on March 13, 2026, under a letter agreement filed as Exhibit 10.1.
Six Flags disclosed that board member Jennifer Mason told the company on March 10, 2026 that she will not stand for re-election when her term expires at the 2026 annual meeting of stockholders. The filing states her decision was not due to any disagreement with the board, the company or management on operations, policies or practices. The change is a board turnover notice with no financial figures disclosed.
Jennifer Mason informed the company on March 10, 2026 of her decision
Her term expires at the 2026 annual meeting of stockholders
Filing states no disagreement with the board, company or management
Littelfuse entered into an amended and restated credit agreement on March 12, 2026. The $800 million senior unsecured revolving facility replaces the prior $700 million revolver, pays off the unsecured term loan, and extends maturity to March 12, 2031. The filing is a financing update that gives the company more borrowing capacity and a longer runway, with covenants that include interest coverage and net leverage ratios.
Revolving commitment increased from $700 million to $800 million
Unsecured term loan credit facility paid off and deleted
Maturity extended to March 12, 2031
Company may increase facility or add term loans in minimum $25 million increments if no default and covenants are met
At its 2026 Annual General Meeting on March 10, 2026, Adient shareholders elected eight directors to one-year terms, ratified PricewaterhouseCoopers LLP as auditor for fiscal 2026, approved advisory pay for named executive officers, and renewed two Irish law share authorities. Separately, the board approved a one-time restricted stock unit retention award with a grant-date fair value of $500,000 for executive James Conklin.
Eight directors were elected for terms expiring at the 2027 annual meeting, with each nominee receiving 60.9 million or more votes for.
Advisory vote on named executive officer compensation: 58,376,788 for and 3,648,262 against.
PricewaterhouseCoopers LLP ratified as independent auditor for fiscal 2026: 64,999,110 for and 1,465,490 against.
Conklin's Special RSU Award has a May 7, 2026 grant date and vests one-half per year over two years.
HealthStream's board approved a new share repurchase program of up to $10 million of common stock, running until September 12, 2026 or until the limit is used. The company also amended its revolving credit agreement with Truist Bank to loosen limits on dividends and share repurchases, which matters to shareholders because it gives the company more room to return cash to them.
Share repurchase program authorizes up to $10 million of common stock, ending on the earlier of September 12, 2026 or full use of the amount
Amendment permits restricted payments that keep pro forma leverage at or below 1.50:1.00, with no default in effect
Amendment adds up to $50 million of additional restricted payments, provided no default or event of default exists
The filing does not state repurchase timing; the program may be suspended, modified, or discontinued at any time
Independent Bank Corp. said director Scott Smith, who has served on the board since April 1, 2019, will not seek re-election at the May 14, 2026 Annual Shareholder Meeting and will leave the board at that meeting. The filing states his decision was not due to any disagreement with the company, Rockland Trust, the board, or management.
Scott Smith notified the company on March 10, 2026 of his decision not to stand for re-election.
He will cease to serve as a director as of the May 14, 2026 Annual Shareholder Meeting.
Smith was a member of the Trust Committee of the board since April 2023.
The filing states the departure was not due to any disagreement with the company or its management.
On March 11, 2026, subsidiary Avis Budget Rental Car Funding (AESOP) LLC issued $668.20 million of asset-backed notes in two series, with maturities of three and five years. The notes are secured by vehicles in the company's domestic fleet and related assets, so the filing adds new secured debt for shareholders to weigh, though it reports no change to earnings or guidance.
Notes issued March 11, 2026 under Series 2026-1 and Series 2026-2 supplements to a base indenture dated June 3, 2004
Class R notes of $20.62 million (Series 2026-1) and $15.25 million (Series 2026-2) issued for U.S. risk retention rules and held by AESOP Leasing L.P.
The Bank of New York Mellon Trust Company, N.A. serves as trustee and series agent; full terms are in Exhibits 10.1 and 10.2
Verizon changed how it presents segment revenue, splitting Consumer and Business revenue into mobility and broadband service, wireless equipment, and other revenue beginning in the first quarter of 2026. It will also disclose operating metrics only on a consolidated basis going forward. The filing furnishes recast historical figures so investors can compare periods, and it does not report new results for the period.
Consumer and Business revenue will be reported as mobility and broadband service, wireless equipment, and other revenue, beginning in Q1 2026.
Verizon will disclose operating metrics only on a consolidated basis going forward.
At its annual meeting on March 12, 2026, F5 shareholders elected eight directors, approved a 2026 Incentive Award Plan that adds 3,500,000 new shares, and backed executive pay in an advisory vote. The board also adopted a non-employee director compensation program the same day. The plan vote drew 16,116,797 votes against, a notable share of the ballots cast.
Incentive Plan approved with 32,363,363 votes for, 16,116,797 against and 69,558 abstaining, plus 3,500,000 newly authorized shares
Advisory vote on named executive officer pay: 44,809,245 for and 3,486,265 against
PricewaterhouseCoopers LLP ratified as independent auditor for fiscal 2026 with 47,386,756 votes for
All eight director nominees, including Marianne N. Budnik and Nikhil Mehta, were elected; Elizabeth L. Buse received 2,241,662 votes against
Walmart disclosed three Rule 10b5-1 trading plans for current and former executives, covering planned share sales over periods running into 2027 and 2029. The filing reports no financial results, and the plans are described as long-term diversification, tax and financial planning arrangements under which the executives have no control over timing.
Former CEO C. Douglas McMillon plan: 19,416 shares monthly from June 2026 through January 2027, up to 155,328 shares in total
Daniel Bartlett (EVP, Corporate Affairs) plan: $416,666.67 monthly from July 2026 until July 1, 2029, capped at $15,000,000, subject to a minimum stock price
David Guggina (EVP, President and CEO, Walmart U.S.) plan: net shares from a 21,108-share vesting on May 5, 2026, with sales starting June 10, 2026
Effective March 9, 2026, the Compensation Committee approved four 2026 incentive plans for senior management, covering CEO Christopher Reading, President and COO East Eric Williams, COO West Graham Reeve, and EVP and General Counsel Rick Binstein. Long-term and bonus awards are tied to 2026 Adjusted EBITDA in part, and awards will be determined in the first quarter of 2027. The filing sets out the award structure but does not state any amounts granted.
Objective plans link awards to 2026 Adjusted EBITDA: threshold $101,608,320, target $105,600,000, and maximum $108,240,000 for the long-term plan.
Target RSUs under the objective long-term plan: CEO 12,752, President 5,613, COO West 5,080, and EVP 4,314, with a maximum of 150% of target.
Bonus potential: up to 100% of base salary for the CEO and 75% for other executives under the objective plan, and up to 50% of base salary under the discretionary plan.
RSUs vest in equal quarterly installments over 16 quarters, beginning May 20, 2027, with final vesting on March 6, 2030.
CONMED Corporation said Andrew Moller, currently Principal Accounting Officer and Vice President, Corporate Controller, will serve as Interim Principal Financial Officer starting March 15, 2026. The filing reports no change to his compensation for the interim role, so the change is administrative in nature and reflects a finance leadership appointment rather than a financial result.
Andrew Moller, age 51, to become Interim Principal Financial Officer effective March 15, 2026
Moller joined CONMED in January 2025 as Vice President, Corporate Controller and became Principal Accounting Officer in April 2025
Previously served at Smith & Nephew from May 2019 to December 2024, most recently as Global Controller and CFO Asia-Pacific
No change to his compensation arrangements in connection with the interim appointment
Goldman Sachs disclosed that director Lakshmi Mittal will retire from its Board of Directors under the company's age-based retirement policy, effective at the 2026 Annual Meeting of Shareholders. The Board accepted his proposed retirement on March 9, 2026. The filing describes a routine board transition and does not mention a replacement or any financial effect.
Lakshmi Mittal is deemed to have tendered his retirement under the Board's Corporate Governance Guidelines age-based policy.
The Board accepted the retirement on March 9, 2026.
Retirement takes effect at the Company's 2026 Annual Meeting of Shareholders.
Hexcel said its board appointed James Coogan as executive vice president and chief financial officer, effective May 1, 2026, replacing interim CFO Michael Lenz, who will become a senior advisor for about three months. The filing describes Coogan's compensation, including a $630,000 base salary and a $500,000 cash signing bonus, and the change puts a permanent finance chief in place for shareholders.
Coogan, age 45, becomes CFO and principal financial officer effective May 1, 2026, and reports to Chairman, CEO and President Tom Gentile.
Coogan's offer letter sets an annual base salary of $630,000 and a target annual bonus of 80% of base salary.
Coogan receives a $500,000 cash signing bonus and a sign-on restricted stock unit award with a grant date value of $2,250,000.
Coogan was CFO of Axcelis Technologies from September 2023 through March 2026 and was previously CFO of Kaman Corporation.
Telephone and Data Systems said Senior Vice President of Strategy and Corporate Development Joseph R. Hanley notified the company on March 10, 2026, of his intention to retire. His retirement is effective July 1, 2026, or another date mutually agreed upon by Mr. Hanley and TDS. The filing does not name a successor or describe any financial effect.
Joseph R. Hanley, Senior Vice President – Strategy and Corporate Development, gave notice of retirement on March 10, 2026.
Retirement is effective July 1, 2026, or another date mutually agreed upon.
The filing does not name a replacement or state any compensation arrangement.
Keysight Technologies said Senior Vice President of Global Services John Page intends to step down and retire before the end of the fiscal year, which ends October 31, 2026. The filing states the retirement is for personal reasons and not due to any disagreement with the company.
John Page, SVP, Global Services, announced intent to retire on March 12, 2026
Retirement expected before the fiscal year ending October 31, 2026
Page has been a senior vice president since November 2015
Filing states no disagreement with the company was the reason
Savara Inc. signed a lease on March 10, 2026 for about 10,795 square feet of office space in Yardley, Pennsylvania, where it plans to move its headquarters. The lease term starts July 1, 2026 and runs to December 1, 2031. The filing describes a routine facilities agreement with no financial results, guidance, or capital raise included.
Lease covers about 10,795 square feet at 19 W. College Avenue, Suite 200, Yardley, PA, with landlord ML7 Yardley Partners, LP
Term runs July 1, 2026 to December 1, 2031, with an option to extend five years
Monthly base rent of about $28,337 in year one, rising about 2% annually; aggregate base rent about $1.78 million after five months of abatement
Company has paid a security deposit equal to $28,337
Philip Morris International posted recast 2025 and 2024 shipment volume and financial data on its website on March 13, 2026, reflecting a reorganization into three reportable segments effective January 1, 2026. The company states that consolidated results do not differ from previously disclosed figures, except for reclassifications of certain costs, and that the recast is not a restatement.
Three new reportable segments replace four geographic segments: International Smoke-Free, International Combustibles and U.S.
Recast data covers 2025 vs. 2024 (Exhibit 99.1) and 2024 vs. 2023 (Exhibit 99.2).
Foreign currency gains/losses and restricted and performance share unit compensation moved from cost of sales and marketing, administration and research into a new Corporate expenses and other line.
As reported, full-year 2025 net revenues were $40,648 million, up 7.3% from $37,878 million in 2024.
Karman Holdings Inc. entered into a Fourth Amendment to its Credit Agreement with Citibank, N.A. as administrative and collateral agent, dated March 9, 2026. The amendment increases total revolving credit commitments by $100 million to $150 million and removes the $50 million cap on incremental revolving commitments. The filing says other terms of the credit agreement remain unchanged, and the change gives the company more borrowing capacity under its existing facility.
Revolving credit commitments increased by $100 million, to a total of $150 million.
The $50 million cap on incremental revolving credit commitments was removed.
Fourth Amendment dated March 9, 2026; filed as Exhibit 10.1 and signed by CFO Mike Willis on March 13, 2026.
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.