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8-K filings in May 2026, explained

1,796 material Form 8-K filings that 1,448 companies we cover made with the SEC in May 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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15 of 1,796 briefs match

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RDNRADIAN GROUP INC May 21, 5:26 PM ET

Radian names Michael Weinbach CEO-Elect; he succeeds Richard Thornberry as CEO on August 13, 2026

Neutral leadership Written later 5.02

Radian Group's board appointed Michael Weinbach, former President of Mr. Cooper Inc., as CEO-Elect effective June 1, 2026, and as Chief Executive Officer and board member effective August 13, 2026. He succeeds Richard G. Thornberry, who retires as CEO and resigns from the board effective August 12, 2026, and will remain as Strategic Advisor through December 31, 2026.

  • Michael Weinbach, 52, becomes CEO-Elect on June 1, 2026 and CEO on August 13, 2026
  • Richard G. Thornberry retires as CEO and resigns from the board effective August 12, 2026
  • Weinbach's CEO Employment Agreement runs through December 31, 2029 with a $1,000,000 base salary
  • Sign-on awards include a $2,500,000 performance stock unit award and RSUs covering 150,000 shares valued up to $5,500,000
Read the filing on SEC.gov ↗
NRDSNERDWALLET, INC. May 21, 5:22 PM ET

NerdWallet adds Teresa Chia to board and re-elects four directors at annual meeting

Neutral leadership Written later 5.025.07

NerdWallet appointed Teresa Chia to its board effective May 22, 2026, filling the seat left open when Jennifer Ceran chose not to stand for re-election, and named her to the Audit Committee. At the same day's annual meeting, stockholders re-elected four directors and ratified Deloitte & Touche LLP as the auditor for 2026.

  • Teresa Chia joins the board effective May 22, 2026, filling the vacancy left by Jennifer Ceran and serving on the Audit Committee.
  • Chia will receive $50,000 in annual board cash pay and $10,000 for Audit Committee service, plus RSUs with a $185,000 target grant-date value, with a prorated annual RSU grant also at $185,000.
  • Tim Chen, Lynne M. Laube, Anthony Ling and Kenneth T. McBride were each elected to serve until the 2027 annual meeting.
  • Stockholders ratified Deloitte & Touche LLP for the year ending December 31, 2026, with 343,651,768 votes for and 154,224 against.
Read the filing on SEC.gov ↗
KNFKnife River Corp May 21, 4:37 PM ET

Knife River names Peggy Rebstock chief accounting officer; shareholders re-elect two directors

Neutral leadership Written later 5.025.07

Knife River appointed Peggy S. Rebstock, its current vice president of financial planning and analysis, as vice president, chief accounting officer and controller effective May 21, 2026, replacing Marney L. Kadrmas in that role. At the May 20, 2026 annual meeting, stockholders re-elected two Class III directors, approved the advisory vote on executive pay, and ratified Deloitte & Touche LLP as auditor for 2026.

  • Rebstock's annual base salary is $320,000, with a 50% target annual cash incentive for the 2026 plan year, prorated for her new role.
  • Kadrmas was named senior vice president of financial strategy, effective May 21, 2026.
  • Karen B. Fagg and Brian R. Gray were elected; Fagg received 44,894,087 votes for and Gray received 47,091,577.
  • Deloitte & Touche LLP was ratified as independent registered public accounting firm for 2026 with 49,836,805 votes for.
Read the filing on SEC.gov ↗
HNIHNI CORP May 21, 4:36 PM ET

HNI elects three directors, ratifies KPMG and approves executive pay at May 20 meeting

Neutral leadership Written later 5.025.07

At its May 20, 2026 annual meeting, HNI shareholders elected John R. Hartnett, Larry B. Porcellato and Dhanusha Sivajee to the board for terms ending at the 2029 meeting, ratified KPMG LLP as auditor for fiscal 2026, and approved named executive officer pay on an advisory basis. Separately, the board approved a Change in Control Employment Agreement with CFO Vincent P. (VP) Berger II, effective June 1, 2026, which replaces his 2016 agreement on substantially identical terms.

  • Each director nominee received more votes for than against: Hartnett 55,897,303 for and 1,702,351 against; Porcellato 54,914,744 for and 2,685,311 against; Sivajee 56,170,539 for and 1,421,163 against
  • KPMG LLP ratified as independent registered public accounting firm for the fiscal year ending January 2, 2027, with 63,007,838 votes for and 370,208 against
  • Advisory say-on-pay proposal approved with 56,108,616 votes for and 1,453,871 against
  • Berger's CIC agreement pays, on a double trigger, a lump sum equal to two times base salary plus the average of the prior two years' incentive awards; 63,426,629 of 71,992,908 eligible shares were present at the meeting
Read the filing on SEC.gov ↗
CNSCOHEN & STEERS, INC. May 21, 4:34 PM ET

Cohen & Steers names Amit Muni as CFO, effective June 8, 2026

Neutral leadership Written later 5.027.01

Cohen & Steers, Inc. appointed Amit Muni as Executive Vice President and Chief Financial Officer, effective June 8, 2026, succeeding interim CFO Michael Donohue. Muni most recently served as CFO of CI Financial Corp. and previously held the same role at WisdomTree, and the filing sets out a guaranteed bonus and an equity award tied to forfeited compensation from his former employer.

  • Amit Muni becomes EVP and CFO effective June 8, 2026, reporting to CEO Joseph Harvey
  • Muni's letter agreement provides a $450,000 annual base salary and minimum annual bonuses of $2,050,000 for each of 2026 and 2027
  • Muni receives RSUs valued at $860,000 at grant to offset forfeited equity from his former employer
  • Michael Donohue, interim CFO since October 17, 2025, will serve as interim CFO until June 8, 2026, then continue as Controller
Read the filing on SEC.gov ↗
EXPEAGLE MATERIALS INC May 21, 4:30 PM ET

Eagle Materials CAO William Devlin to retire June 1; Samuel Guzman Jr. named successor

Neutral leadership Written later 5.02

Eagle Materials said Chief Accounting Officer and Controller William R. Devlin will retire effective June 1, 2026, after more than 20 years in the role, and will advise the company for about two to three months. Samuel M. Guzman Jr., currently Vice President - Financial Reporting, will take over as Senior Vice President, Chief Accounting Officer and Controller on the same date. The filing also covers new fiscal 2027 incentive bonus programs for officers.

  • William R. Devlin retires as Senior Vice President, Chief Accounting Officer and Controller effective June 1, 2026, and will stay on in an advisory role for about two to three months.
  • Samuel M. Guzman Jr. becomes Senior Vice President, Chief Accounting Officer and Controller effective June 1, 2026; he has been Vice President - Financial Reporting since July 2025 and was Chief Accounting Officer of Beacon Roofing Supply,
  • The Compensation Committee approved the Eagle Plan on May 15, 2026, with a bonus pool of 1.2% of fiscal 2027 operating earnings; no funds are available if operating earnings fall below 50% of budget.
  • Under the Business Unit Plan, the American Gypsum pool is set at 2.00% of EBITDA and the consolidated cement pool at 1.90%.
Read the filing on SEC.gov ↗

Omega names Matthew Gourmand CEO as Taylor Pickett retires October 1, 2026

Neutral leadership Written later 5.027.01

Omega Healthcare Investors said its board approved planned leadership changes. President Matthew Gourmand will succeed C. Taylor Pickett as chief executive on October 1, 2026, and Chief Accounting Officer Neal Ballew will succeed Robert Stephenson as chief financial officer on August 1, 2026. The filing cites retirement plans and long-term succession planning, and it reports no financial results.

  • Matthew Gourmand, President since January 1, 2025, becomes CEO effective October 1, 2026, and is to join the board; Pickett leaves the board on that date.
  • Neal Ballew, Chief Accounting Officer since August 2020, becomes CFO effective August 1, 2026; Lucas Golem becomes Chief Accounting Officer.
  • Pickett will receive a consulting fee of $20,000 per month through October 1, 2027; Stephenson will receive $12,000 per month through August 1, 2027.
Read the filing on SEC.gov ↗
ERIEERIE INDEMNITY CO May 21, 4:10 PM ET

Erie Indemnity CFO Julie Pelkowski to retire at end of 2026

Neutral leadership Written later 5.02

Erie Indemnity announced that Executive Vice President and Chief Financial Officer Julie M. Pelkowski will retire at the end of 2026. The filing states there was no disagreement or dispute behind her decision, and it does not name a successor or report any financial results.

  • Julie M. Pelkowski will retire as EVP and Chief Financial Officer at the end of 2026.
  • Pelkowski has worked at the company for more than 25 years and has been CFO since 2023.
  • The filing states no disagreement or dispute led to her retirement decision.
  • The filing does not name a successor.
Read the filing on SEC.gov ↗

Sterling Infrastructure extends CEO Cutillo's employment through December 31, 2027

Neutral leadership Written later 5.02

Sterling Infrastructure's board approved an amendment extending CEO Joseph A. Cutillo's employment agreement from January 1, 2027 to December 31, 2027, and granted him 40,000 restricted stock units tied to that extension. The grant vests on the earlier of successful onboarding of a successor CEO or Cutillo's continued employment through December 31, 2027, with accelerated vesting on a change of control, death, disability, termination without cause, or resignation for good reason.

  • CEO Joseph A. Cutillo's employment extended from January 1, 2027 through December 31, 2027
  • Special Grant of 40,000 restricted stock units approved May 20, 2026
  • Units vest on the earlier of successor CEO onboarding (as determined by the Board) or continued employment through December 31, 2027
  • Full agreement terms to be filed as exhibits to the Form 10-Q for the quarter ended June 30, 2026
Read the filing on SEC.gov ↗
BTUPEABODY ENERGY CORP May 21, 4:06 PM ET

Peabody Energy director Joe Laymon resigns from board for personal health reasons

Neutral leadership Written later 5.02

Peabody Energy director Joe W. Laymon resigned from the Board effective immediately, having notified the Board on May 20, 2026. He also gave up his seats on the Compensation Committee and the Nominating and Corporate Governance Committee. The filing says the resignation was for personal health reasons and was not due to any disagreement with the company.

  • Joe W. Laymon notified the Board of his resignation on May 20, 2026, effective immediately.
  • He resigned from the Compensation Committee and the Nominating and Corporate Governance Committee as well.
  • The filing states the resignation was not related to any disagreement on the company's operations, policies or practices.
Read the filing on SEC.gov ↗
SPSCSPS COMMERCE INC May 21, 4:05 PM ET

SPS Commerce says former CFO Kimberly Nelson retires June 1, 2026

Neutral leadership Written later 5.02

SPS Commerce disclosed that former Chief Financial Officer Kimberly Nelson's retirement will take effect June 1, 2026. The board committee waived a six-month notice requirement, so her outstanding equity awards will be treated under the retirement provisions of her award agreements, and she will receive no cash payments or severance.

  • Kimberly Nelson's effective retirement date is June 1, 2026, set on May 20, 2026.
  • Joseph Del Preto became Executive Vice President and Chief Financial Officer on March 16, 2026, and Nelson left the CFO role that day.
  • The Compensation & Talent Committee waived the six-month notice requirement on May 20, 2026.
  • Nelson will not receive any cash payments or other severance.
Read the filing on SEC.gov ↗
CHECChenghe Acquisition III Co. May 21, 4:01 PM ET

Chenghe Acquisition III adds Zhong Li as independent director after Ningrong Liu resigns

Neutral leadership Written later 5.02

Chenghe Acquisition III Co. disclosed that director Ningrong Liu resigned effective May 18, 2026, with no disagreement with the company cited. The board appointed Zhong Li, a former IOSCO, CSRC, BlackRock and Noah Holdings professional, to fill the vacancy, and he joined the audit, compensation and nominating committees.

  • Ningrong Liu resigned from the board effective May 18, 2026, and the filing states the resignation was not due to any disagreement with the company.
  • The board appointed Zhong Li as an independent director on May 17, 2026, effective May 18, 2026, filling the vacancy left by Liu.
  • Li is designated a Class II director and will also serve on the Audit, Compensation and Nominating and Corporate Governance Committees.
  • Li will enter into an indemnification agreement in substantially the same form as other non-employee directors.
Read the filing on SEC.gov ↗
NRGNRG ENERGY, INC. May 21, 8:10 AM ET

NRG Energy adds Glenn Wright, former Shell executive, as independent director on May 26

Neutral leadership Written later 5.027.01

NRG Energy's board appointed Glenn Wright as an independent director, effective May 26, 2026, on the recommendation of the Governance and Nominating Committee. The filing says his appointment brings the board to 11 members, and he will also serve on the Finance and Risk Management Committee.

  • Appointment made May 21, 2026, effective May 26, 2026, and he will serve until a successor is elected or he dies, resigns or is removed.
  • Dr. Wright was Senior Vice President, Shell Energy Americas, and President and CEO, Shell New Energies, US, from 2020 to 2025.
  • He previously led Shell Energy North America as President and CEO from 2016 to 2020, and currently serves on the board of Hydrostor Inc.
  • He will receive compensation under the director compensation program described in the 2026 Proxy Statement.
Read the filing on SEC.gov ↗
STZCONSTELLATION BRANDS, INC. May 21, 7:34 AM ET

Constellation Brands adds Morgan Flatley, McDonald's marketing executive, to board

Neutral leadership Written later 5.027.01

Constellation Brands expanded its board from eleven to twelve members on May 20, 2026, and elected E. Morgan Flatley, McDonald's Executive Vice President and Global Chief Marketing Officer, as an independent director. The filing involves a board seat rather than financial results, so it does not change reported earnings or guidance.

  • Board expanded from eleven to twelve members; Flatley elected effective May 20, 2026
  • Flatley has served as EVP, Global Chief Marketing Officer and New Business Ventures at McDonald's since February 2023
  • Her director compensation will be prorated until the next annual meeting; committee assignments to be determined later
  • Board Chair Chris Baldwin cited her consumer brand-building experience; the board composition returns to twelve after former CEO Bill Newlands retired in April 2026
Read the filing on SEC.gov ↗

Universal Health Services: Behavioral Health president Peterson to resign June 19

Neutral leadership Written later 5.02

Matthew J. Peterson, Executive Vice President and President of Behavioral Health, submitted his resignation on May 18, 2026, effective June 19, 2026, to pursue an external career opportunity. CEO Marc D. Miller will take interim responsibility for the Behavioral Health Care Division, and the company says it will immediately start a search for a permanent replacement.

  • Resignation submitted May 18, 2026; effective June 19, 2026
  • Peterson's unvested stock options, restricted stock units and performance-based restricted stock units terminate on the effective date
  • Marc D. Miller, CEO and President, takes interim charge of the Behavioral Health Care Division, working with its Senior Vice Presidents
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.