AI filing briefs · archive

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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CORCencora, Inc. May 29, 5:10 PM ET

Cencora names Eva Boratto CFO effective June 29; reaffirms FY2026 EPS guidance

Neutral leadership Written later 5.027.01

Cencora appointed Eva C. Boratto, currently CFO of Bath & Body Works, as Executive Vice President and Chief Financial Officer, effective June 29, 2026, succeeding James F. Cleary, who is retiring and will advise through the end of 2026. The company also reaffirmed its fiscal 2026 adjusted diluted EPS guidance of $17.70 to $17.90 and its long-term growth targets.

  • Eva C. Boratto succeeds James F. Cleary as CFO, effective June 29, 2026; Cleary serves in an advisory role through the end of 2026
  • Boratto's compensation includes a $1,000,000 base salary, a 100% annual bonus target, a $2,000,000 one-time sign-on bonus, and a $6,000,000 restricted stock unit award
  • Fiscal 2026 adjusted diluted EPS guidance of $17.70 to $17.90 was reaffirmed; it was previously updated on May 21, 2026 from $17.65 to $17.90 after share repurchases
Read the filing on SEC.gov ↗
SCSCSCANSOURCE, INC. May 29, 4:45 PM ET

ScanSource eliminates CIO role; Rachel Hayden's position ends June 8, 2026

Neutral leadership Written later 5.02

ScanSource notified Rachel Hayden, its Senior Executive Vice President and Chief Information Officer, on May 22, 2026 that her role will be eliminated effective June 8, 2026. She is entitled to severance under the company's Executive Severance Plan and is subject to restrictive covenants in that plan, and the filing gives no replacement or financial figures.

  • Role of Senior Executive Vice President and Chief Information Officer eliminated effective June 8, 2026
  • Company notified Rachel Hayden on May 22, 2026
  • Hayden entitled to severance under the Executive Severance Plan, with non-compete and non-solicitation terms
  • Filing does not state a severance amount or a successor
Read the filing on SEC.gov ↗

First Interstate: three directors retire, board shrinks to 11 after annual meeting

Neutral leadership Written later 5.025.035.07

Three directors, Patricia L. Moss, David L. Jahnke and Stephen M. Lacy, were deemed to have retired on May 27, 2026, under the company's director retirement age policy of 72, and the board was reduced from 14 to 11 seats. Shareholders also approved a charter amendment, effective May 28, 2026, that applies a plurality voting standard to contested director elections while keeping majority voting for uncontested elections.

  • Moss, Jahnke and Lacy were deemed retired and resigned from the board on May 27, 2026, before the 2026 annual meeting; the company said none of the retirements involved a disagreement with the company.
  • Board size was reduced from 14 to 11 directors, with each class reduced to avoid vacancies.
  • Shareholders approved the charter amendment: 72,701,511 for and 1,281,015 against; it took effect with a filing on May 28, 2026.
  • Shareholders voted on the auditor: Ernst & Young LLP was ratified for fiscal 2026 with 79,488,279 votes for and 233,150 against.
Read the filing on SEC.gov ↗
LNSRLENSAR, Inc. May 29, 4:05 PM ET

LENSAR names Michael Rossi interim CFO; 2026 annual meeting set for August 4

Neutral leadership Written later 5.025.088.01

LENSAR's Board appointed Michael A. Rossi as Interim Chief Financial Officer and principal financial officer, effective May 29, 2026. Rossi will serve through a consulting agreement with Monomoy Advisors LLC at a $375 per hour cash retainer. The company also set its 2026 annual meeting for August 4, 2026, and moved the deadlines for stockholder proposals and nominations to June 8, 2026.

  • Michael A. Rossi appointed Interim CFO and principal financial officer by the Board on May 25, 2026, effective May 29, 2026
  • Rossi is provided through Monomoy Advisors LLC under a consulting agreement at a $375 per hour cash retainer
  • 2026 annual meeting scheduled for August 4, 2026, to be held virtually; record date is June 10, 2026
  • Deadline for stockholder proposals, director nominations and Rule 14a-19 notices is June 8, 2026
Read the filing on SEC.gov ↗
CVXCHEVRON CORP May 29, 9:13 AM ET

Chevron Chief Legal Officer R. Hewitt Pate to resign effective December 31, 2026

Neutral leadership Written later 5.02

Chevron said its Chief Legal Officer, R. Hewitt Pate, notified the board on May 27, 2026 that he will resign effective December 31, 2026, ahead of his expected retirement in June 2027. Pate will stay on as a non-executive senior advisor through retirement to help transition his duties, so the change is planned and gradual.

  • R. Hewitt Pate resigns as Chief Legal Officer, effective December 31, 2026
  • Notice to the board was given on May 27, 2026
  • Expected retirement in June 2027; Pate remains as non-executive senior advisor until then
  • The filing does not name a successor
Read the filing on SEC.gov ↗
APOGAPOGEE ENTERPRISES, INC. May 29, 9:01 AM ET

Apogee Enterprises: Architectural Glass segment president Brent Jewell to leave June 10, 2026

Neutral leadership Written later 5.02

Apogee Enterprises disclosed that Brent C. Jewell resigned as President of its Architectural Glass Segment on May 26, 2026, with his last day set for June 10, 2026. The company says the resignation is unrelated to the transaction it announced on May 28, 2026, and was not due to any disagreement with the company; Jewell will support transition and integration work for that transaction until his departure.

  • Brent C. Jewell resigned as President of the Architectural Glass Segment on May 26, 2026.
  • His last day with the company will be June 10, 2026.
  • The company states the resignation is unrelated to the transaction announced May 28, 2026, and involved no disagreement on operations, policies or practices.
  • Jewell is expected to assist with transition, pre-closing and integration activities for that transaction through his final day.
Read the filing on SEC.gov ↗
ISRGINTUITIVE SURGICAL INC May 28, 4:35 PM ET

Intuitive names Taylor Patton chief commercial and marketing officer effective July 1

Neutral leadership Written later 5.02

Intuitive said Taylor Patton, Global Senior Vice President of its endoluminal business, will become Chief Commercial and Marketing Officer effective July 1, 2026, succeeding Henry Charlton. Charlton will move to Senior Vice President of Global Business Operations on the same date. The filing does not include any financial figures, so the change is a leadership transition with no stated effect on results.

  • Taylor Patton succeeds Henry Charlton as Chief Commercial and Marketing Officer, effective July 1, 2026
  • Patton has spent nearly two decades with Intuitive and led the worldwide launch and growth of the Ion platform
  • Charlton, with the company since 2003, becomes Senior Vice President of Global Business Operations
  • The announcement was made in a press release dated May 28, 2026 (Exhibit 99.1)
Read the filing on SEC.gov ↗
UGIUGI CORP /PA/ May 28, 4:30 PM ET

UGI General Counsel Kathleen Shea Ballay to resign effective July 3, 2026

Neutral leadership Written later 5.02

UGI Corporation said its General Counsel and Chief Legal Officer, Kathleen Shea Ballay, intends to resign effective July 3, 2026. Internal members of the legal team will assume her duties until a successor is named, and the filing does not name a replacement.

  • Kathleen Shea Ballay, General Counsel and Chief Legal Officer, intends to resign effective July 3, 2026.
  • Internal members of the legal team will take over her duties until a successor is named.
  • The filing does not name a successor or give the reason for the resignation.
Read the filing on SEC.gov ↗
HSYHERSHEY CO May 28, 4:26 PM ET

Hershey names Mitchell Arends chief supply chain officer; Jason Reiman to retire

Neutral leadership Written later 5.027.01

Hershey said Mitchell Arends will become Senior Vice President and Chief Supply Chain Officer effective June 22, 2026, succeeding Jason Reiman, who is retiring after a 30-year career with the company. Reiman steps down from his current role on June 22, 2026, and will stay on as Senior Vice President, Supply Chain Modernization through the transition, which the press release says runs through April 2027. The change is a planned leadership transition in a function that oversees manufacturing, procurement, logistics and planning.

  • Mitchell Arends joins from UTZ Brands, where he was Executive Vice President and Chief Integrated Supply Chain Officer over a $1.5 billion business
  • Arends previously served as Chief Supply Chain Officer of North America at Kraft Heinz, responsible for a $22 billion supply chain
  • Reiman steps down from his current role on June 22, 2026 and remains with the company through April 2027 to support the transition
  • Hershey's 8-K filing and press release are dated May 28, 2026
Read the filing on SEC.gov ↗
CLXCLOROX CO /DE/ May 28, 4:05 PM ET

Clorox Board Starts CEO Search as Chair and CEO Linda Rendle Plans to Step Down

Neutral leadership Written later 5.027.01

Clorox said Chair and CEO Linda Rendle asked the Board to begin a CEO search, citing a decision to step down for health reasons. She will remain Chair and CEO until a successor is appointed and will then serve in an advisory role for a period. The filing does not include financial results or guidance changes, but the leadership transition is significant for shareholders.

  • Linda Rendle asked the Board on May 26, 2026 to start a CEO search process, citing health reasons.
  • Rendle remains Chair and CEO during the search and until a new CEO is appointed.
  • The search is led by an independent committee with a leading executive search firm.
  • Rendle and CFO Luc Bellet will join a fireside chat at the dbAccess Global Consumer Conference on June 3 in Paris.
Read the filing on SEC.gov ↗
TLSTELOS CORP May 28, 4:04 PM ET

Telos CEO John Wood returns from medical leave, resumes full duties May 28

Neutral leadership Written later 5.02

Telos Corporation said CEO and Chairman John B. Wood returned from medical leave and resumed his full duties effective May 28, 2026. Interim arrangements announced April 29, 2026 ended, and the executives who had covered for him return to their regular roles.

  • John B. Wood resumed full duties as President, CEO and Chairman effective May 28, 2026
  • Interim arrangements announced April 29, 2026 terminated
  • Mark Griffin, Mark Bendza, Hutch Robbins and Fred Schaufeld stopped their interim roles and continue in regular positions
  • No compensatory arrangements were entered into or modified in connection with Wood's return
Read the filing on SEC.gov ↗
VIRVir Biotechnology, Inc. May 28, 9:01 AM ET

Vir Biotechnology director Ramasastry steps down; Robert More named audit chair

Neutral leadership Written later 5.025.07

Saira Ramasastry left Vir Biotechnology's Board and Audit Committee effective May 26, 2026, citing a business conflict and stating her decision was not due to any disagreement with the Company. The Board named Robert More as Audit Committee chair and reduced its size from eight to seven members, and at the May 26, 2026 Annual Meeting stockholders elected three Class I directors, approved executive compensation on an advisory basis, and ratified Ernst & Young LLP as auditor for 2026.

  • Saira Ramasastry stepped down from the Board and the Audit Committee effective May 26, 2026, citing a business conflict.
  • Robert More, MBA, was appointed Audit Committee chair, and the Board size was reduced from eight to seven members, both effective upon Ramasastry's departure.
  • At the May 26, 2026 Annual Meeting, Robert More, Janet Napolitano, J.D., and Elliott Sigal, M.D., Ph.D., were elected Class I directors to serve until the 2029 annual meeting.
  • Stockholders approved executive compensation on an advisory basis with 108,453,963 votes for and 11,863,405 against, and ratified Ernst & Young LLP for fiscal 2026 with 137,048,756 votes for.
Read the filing on SEC.gov ↗
TSNTYSON FOODS, INC. May 28, 8:04 AM ET

Tyson Foods names director Jeff Schomburger as CEO, effective October 4, 2026

Neutral leadership Written later 5.027.01

Tyson Foods said director Jeff Schomburger will succeed Donnie King as President and Chief Executive Officer on October 4, 2026, after joining the company as a senior executive on July 1, 2026. King will step down as CEO but remain on the Board, and the company reaffirmed its fiscal 2026 total company guidance. The filing gives no earnings results, so the change is a leadership transition whose effect on shareholders will depend on how the company performs under new leadership.

  • Schomburger's employment agreement provides a $1,600,000 annual base salary, a 200% annual incentive target and an $11,000,000 annual long-term incentive target.
  • His initial restricted stock unit award has a grant date fair value of $2,800,000 and vests in one-third tranches each year over three years.
  • Severance on termination without cause or for good reason is two years' base salary plus two years' target cash bonus, plus up to 18 months of medical coverage.
  • The company reaffirmed its previously issued total company guidance for fiscal 2026.
Read the filing on SEC.gov ↗

Six Flags names Ash Walia chief financial officer, effective June 17, 2026

Neutral leadership Written later 5.027.01

Six Flags Entertainment Corporation said it appointed Ash Walia as Chief Financial Officer, effective June 17, 2026, succeeding interim CFO Dave Hoffman, who has held the interim role since May 8, 2026 and will remain Chief Accounting Officer. Walia previously served as CFO of Hot Topic since 2021 and of 99 Cents Only Stores, and the filing sets out his pay and severance terms, which shareholders can review in the filing.

  • Employment agreement dated May 21, 2026, with a three-year initial term and automatic one-year renewals
  • Base salary of $690,000, with a target annual incentive of 100% of base salary
  • Initial restricted stock unit award valued at $1,250,000, vesting in equal thirds over three years
  • Severance if terminated without Cause or for Good Reason: two times base salary plus target annual incentive, payable in installments
Read the filing on SEC.gov ↗
LULUlululemon athletica inc. May 27, 4:30 PM ET

lululemon agrees to cooperation deal with Chip Wilson, adds two board directors

Neutral leadership Written later 1.017.01

lululemon entered into a Cooperation Agreement dated May 26, 2026, with founder Dennis J. "Chip" Wilson, who owns approximately 8.7% of its common stock. Laura Gentile and Marc Maurer will join the board after the 2026 annual meeting, another apparel-focused director is to be appointed by October 1, 2026, and the company will recommend a vote for Wilson's proposal to declassify the board.

  • Cooperation Agreement dated May 26, 2026, with Chip Wilson, who owns approximately 8.7% of outstanding common stock
  • Laura Gentile and Marc Maurer to join the board effective after the 2026 annual meeting; an additional independent apparel director to be appointed by October 1, 2026
  • Company will recommend a vote for Wilson's board declassification proposal at the 2026 annual meeting, with full declassification sought at the 2027 meeting, effective for the 2028 meeting
  • Wilson agreed to standstill and non-disparagement provisions for approximately 18 months, until 30 days before the 2028 nomination deadline
Read the filing on SEC.gov ↗

Zurn Elkay names Dan Klun CFO and promotes David Pauli to COO

Neutral leadership Written later 2.025.02

Zurn Elkay Water Solutions promoted Chief Financial Officer David Pauli to Chief Operating Officer and named Dan Klun as CFO, both effective immediately. The company also said its second-quarter results are tracking in line with its expectations, but it gave no figures and will provide details on the quarter and second-half outlook during a late-July earnings call.

  • Dan Klun, 51, promoted to CFO effective immediately; he joined the company in 2005 and was most recently Vice President, Finance since 2017.
  • David Pauli, 44, moved from CFO to COO effective immediately; he has served as CFO since 2024 and will oversee operations, supply chain and IT.
  • CEO Todd Adams said second-quarter results are tracking very much in line, with one month left in the quarter.
  • Full second-quarter results and second-half outlook are expected on an earnings call in late July.
Read the filing on SEC.gov ↗
KRKROGER CO May 27, 2:38 PM ET

Kroger EVP Timothy Massa to retire in fall 2026; successor not yet named

Neutral leadership Written later 5.02

Kroger said Executive Vice President and Associate Experience Officer Timothy A. Massa gave notice on May 22, 2026 that he intends to retire in fall 2026. He will stay in his role until September 2026 and remain an employee through July 1, 2027 to support an orderly transition and key strategic projects. Kroger will name a successor at a later date, and the filing says his compensation is unchanged, though he will no longer be eligible for future annual equity grants.

  • Timothy A. Massa, Executive Vice President and Associate Experience Officer, notified Kroger on May 22, 2026 of his plan to retire in fall 2026.
  • He will continue in his role until September 2026 and remain an employee through July 1, 2027.
  • His compensation is unchanged, but he will not be eligible for future annual equity grants.
  • A successor has not been named and will be announced at a later date.
Read the filing on SEC.gov ↗
ROLROLLINS INC May 27, 8:35 AM ET

Rollins CFO Kenneth Krause to resign; CAO William Harkins named CFO effective June 15

Neutral leadership Written later 5.02

Rollins said CFO Kenneth Krause will resign effective June 15, 2026, to pursue another opportunity, and the board appointed Chief Accounting Officer William Harkins as Executive Vice President and CFO on the same date. The filing says Krause's resignation does not involve any disagreement with the company on operations, policies, or practices. A CFO change at a company of this size is a notable governance event for shareholders, though the filing gives no financial results.

  • Kenneth Krause resigns as CFO effective June 15, 2026, to pursue an opportunity with a company in an unrelated industry
  • William Harkins, 45, has been Chief Accounting Officer since March 2025 and becomes EVP and CFO on June 15, 2026, with a $610,000 annual base salary
  • Harkins receives a one-time restricted stock award valued at $500,000, to be granted July 1, 2026
  • Krause will provide advisory services through September 30, 2026, and 8,000 of his restricted shares are set to vest on or about February 20, 2027, subject to that service
Read the filing on SEC.gov ↗
KMPRKEMPER Corp May 27, 8:01 AM ET

Kemper names Stephen McAnena CEO effective June 1; adds Tony DeSantis to board

Neutral leadership Written later 5.02

Kemper Corporation appointed Stephen J. McAnena as President and Chief Executive Officer and a board member, effective June 1, 2026, replacing Interim CEO C. Thomas Evans, Jr., who returns to his role as Executive Vice President, Secretary, and General Counsel. The board also added Anthony J. DeSantis as a non-employee director, and the filing describes a new Executive Severance Plan covering key management.

  • McAnena, 54, was previously Executive Vice President and Chief Operating Officer at Horace Mann Educators Corporation from May 2023 to March 1, 2026.
  • McAnena's offer letter sets an annual base salary of $1,000,000 and a target bonus of 150% of base salary, plus equity awards with an aggregate target grant date value of $3,500,000.
  • DeSantis joins the board effective June 1, 2026, and was appointed to the Audit and Risk Committees.
  • The Executive Severance Plan was adopted May 21, 2026, and covers the new CEO, executive vice presidents, and named executive officers.
Read the filing on SEC.gov ↗
CVBFCVB FINANCIAL CORP May 26, 5:29 PM ET

CVB Financial General Counsel Richard Wohl to retire effective June 5, 2026

Neutral leadership Written later 5.02

CVB Financial said its Executive Vice President and General Counsel, Richard Wohl, will retire effective June 5, 2026, after notice received May 20, 2026. The Compensation Committee accelerated vesting of his restricted stock and performance restricted stock unit awards effective the same date, which the company values at approximately $364,346.

  • Richard Wohl retires as EVP and General Counsel of CVB Financial Corp. and Citizens Business Bank effective June 5, 2026
  • Accelerated vesting covers 3,074, 5,816 and 9,014 restricted stock shares plus performance restricted stock units
  • Company estimates the accelerated awards at approximately $364,346, based on a $20.35 closing price on May 22, 2026
  • Mr. Wohl has served as General Counsel since October 2011
Read the filing on SEC.gov ↗
TRMBTRIMBLE INC. May 26, 5:28 PM ET

Trimble director Mark Peek resigns; Thomas Sweet named Audit Committee chair

Neutral leadership Written later 5.028.01

Trimble director Mark Peek resigned from the Board effective May 26, 2026, and will not stand for reelection at the company's 2026 Annual Meeting. The filing says the resignation was not due to any disagreement with the company, and the Board reduced its size from nine to eight directors. Thomas Sweet was appointed Audit Committee chair to oversee remediation of material weaknesses that the company expects to complete in 2027.

  • Mark S. Peek resigned as a director effective immediately on May 26, 2026, and left the Audit Committee and Nominating and Corporate Governance Committee.
  • The Board reduced its membership from nine directors to eight.
  • Thomas Sweet was appointed Audit Committee chair, effective immediately.
  • The company anticipates completing remediation of its material weaknesses in 2027.
Read the filing on SEC.gov ↗
QTRXQuanterix Corp May 26, 5:25 PM ET

Quanterix names Anthony Catalano chief operating officer; Michael Miller moves to tech role

Neutral leadership Written later 5.02

Quanterix appointed Anthony Catalano as Chief Operating Officer effective with his May 14, 2026 appointment, under an employment agreement with a $400,000 base salary and a $50,000 sign-on bonus. Former COO Michael Miller moved to the new role of Chief Technology and Products Officer. The change at the top operations post is a leadership change that shareholders may want to follow, but the filing reports no financial results.

  • Anthony Catalano appointed Chief Operating Officer on May 14, 2026; agreement sets $400,000 base salary, $50,000 sign-on bonus and annual bonus target up to 50% of base salary
  • Catalano received RSUs equal to 0.30% of common shares outstanding on his start date, vesting in four equal annual installments
  • Michael Miller, formerly COO, transitioned to Chief Technology and Products Officer
  • Catalano previously worked at Akoya Biosciences, which Quanterix acquired, from July 2025 to August 2025
Read the filing on SEC.gov ↗
PLMRPalomar Holdings, Inc. May 26, 4:15 PM ET

Palomar Holdings appoints Scott Beiser to board; stockholders elect directors, approve pay

Neutral leadership Written later 5.025.077.01

Palomar Holdings appointed Scott Beiser, co-chairman of Houlihan Lokey, as a Class I director effective May 21, 2026, and he will serve on the Audit, Compensation and Investment Committees. At the May 21 annual meeting, stockholders elected two Class I directors, approved the advisory vote on executive compensation, and ratified Ernst & Young LLP as the independent auditor for 2026.

  • Scott Beiser's term runs until the 2029 annual meeting; his initial awards include 869 RSUs granted in 2026 and a $50,000 grant-value award to be granted in 2027.
  • Daryl Bradley received 22,017,793 votes for and 806,927 withheld; Thomas Bradley received 22,315,644 for and 509,076 withheld.
  • The say-on-pay proposal received 21,123,368 votes for and 1,680,514 against.
  • Ernst & Young LLP was ratified with 23,696,932 votes for and 108,911 against.
Read the filing on SEC.gov ↗
BILLBILL Holdings, Inc. May 26, 4:05 PM ET

BILL reaffirms fiscal 2026 guidance as CTO Ken Moss and payments head Bowman depart

Mixed leadership Written later 5.027.01

BILL reaffirmed its previously issued guidance for fiscal 2026 fourth quarter and full year results, first reported May 7, 2026. The company also announced leadership changes, including the departures of Chief Technology Officer Ken Moss and Executive Vice President Mary Kay Bowman, effective June 30, 2026, with both continuing in advisory roles through June 30, 2027.

  • Guidance for fiscal 2026 Q4 and full year reaffirmed, as first reported May 7, 2026
  • Ken Moss (CTO since 2023) and Mary Kay Bowman (EVP, Payments and Financial Services) depart effective June 30, 2026
  • Eric Chan appointed CTO; Michael Cieri promoted to Chief Product Officer over a newly created Product Organization
  • Sarah Acton, Chief Customer Officer, will depart; a new Chief Revenue Officer will be announced in the coming weeks
Read the filing on SEC.gov ↗
EPCEDGEWELL PERSONAL CARE Co May 26, 1:19 PM ET

Edgewell Personal Care names Anthony Freve Chief Supply Chain Officer, effective June 1

Neutral leadership Written later 5.027.01

Edgewell Personal Care said Paul R. Hibbert will leave his role as Chief Supply Chain Officer effective June 1, 2026, and that Anthony Freve will succeed him in that role on the same date. The filing does not describe the reasons for the change, and the company is not reporting financial figures in this filing.

  • Paul R. Hibbert will no longer serve as Chief Supply Chain Officer, effective June 1, 2026; the company made this determination on May 20, 2026.
  • Hibbert is eligible for payments and benefits under the Company's Executive Severance Plan.
  • Anthony Freve will join Edgewell as Chief Supply Chain Officer, effective June 1, 2026, according to an announcement on May 26, 2026.
Read the filing on SEC.gov ↗
DBXDROPBOX, INC. May 26, 9:15 AM ET

Dropbox names Ashraf Alkarmi co-CEO, Andrew Houston to become executive chairman

Positive leadership Written later 5.027.01

Dropbox said Ashraf Alkarmi, its General Manager, Core, will become Co-Chief Executive Officer and a board member effective May 26, 2026, alongside co-founder Andrew Houston. After a transition period, Houston is expected to become Executive Chairman and Alkarmi will be the sole CEO. The company also said it expects second quarter and fiscal 2026 results to be in line with or above previously provided guidance ranges.

  • Ashraf Alkarmi, 47, joined Dropbox in November 2024 and becomes Co-CEO effective May 26, 2026.
  • Alkarmi's annual base salary is $825,000 from June 1, 2026, with RSUs valued at $12,656,250 vesting over four years.
  • Dropbox expects Q2 and fiscal 2026 results in line with or above the guidance ranges given in its May 7, 2026 investor supplement.
  • Michael Torres was appointed Chief Product Officer, effective July 7, 2026.
Read the filing on SEC.gov ↗
PTONPELOTON INTERACTIVE, INC. May 26, 9:01 AM ET

Peloton names Sid Thacker CFO effective June 22, 2026, replacing interim CFO Saqib Baig

Neutral leadership Written later 5.027.01

Peloton announced that Sid Thacker, former CFO of Rent the Runway, will become Chief Financial Officer effective June 22, 2026, succeeding interim CFO Saqib Baig, who will remain Chief Accounting Officer. The filing sets Thacker's annual base salary at $635,000, a 60% target cash bonus, and initial equity awards valued at $8,000,000 that are subject to board approval.

  • Sid Thacker becomes CFO effective June 22, 2026, and will report to CEO Peter Stern.
  • Thacker served as CFO of Rent the Runway from May 2023, after prior roles there and at investment firms.
  • Offer letter terms: $635,000 base salary, annual cash bonus of 60% of base salary, prorated for fiscal 2026, and equity initially valued at $8,000,000.
  • Saqib Baig steps down as interim CFO on June 22, 2026, and remains Chief Accounting Officer.
Read the filing on SEC.gov ↗
SPGIS&P Global Inc. May 26, 8:45 AM ET

S&P Global: Market Intelligence President Saugata Saha to leave July 30, 2026

Neutral leadership Written later 5.027.01

S&P Global said Saugata Saha, President of Market Intelligence and Chief Enterprise Data Officer, will leave the company to pursue another opportunity, effective July 30, 2026. The Enterprise Data Organization moves under Chief Technology & Transformation Officer Firdaus Bhathena, and the company reiterated its 2026 financial guidance.

  • Saugata Saha departs July 30, 2026, after notifying the company on May 19, 2026
  • Enterprise Data Organization moves to the Chief Technology & Transformation Office, led by Firdaus Bhathena
  • Company reiterated its financial guidance for 2026; no new figures were disclosed in the filing
Read the filing on SEC.gov ↗
CGONCG Oncology, Inc. May 26, 8:00 AM ET

CG Oncology says President and COO Ambaw Bellete will leave June 30, 2026

Neutral leadership Written later 5.02

CG Oncology agreed on May 20, 2026 to the separation of President and Chief Operating Officer Ambaw Bellete, effective June 30, 2026. Arthur Kuan was appointed President in addition to his existing roles, and the company has started a search for a Chief Commercial Officer, which matters to shareholders because it changes senior leadership and the executive team responsible for commercial operations.

  • Ambaw Bellete, President & Chief Operating Officer, separation effective June 30, 2026
  • Separation agreement expected to include a general release and the severance set forth in Section 4(b) of his employment agreement
  • Arthur Kuan appointed President on May 20, 2026, in addition to his other positions
  • Company has initiated a search for a Chief Commercial Officer
Read the filing on SEC.gov ↗
VPGVishay Precision Group, Inc. May 22, 5:02 PM ET

Vishay Precision Group CFO William Clancy to retire effective Dec. 31, 2026

Neutral leadership Written later 5.025.07

Chief Financial Officer William M. Clancy notified Vishay Precision Group of his retirement on May 18, 2026, effective December 31, 2026, and the company signed a transition agreement with him on May 19. The same day, the company amended employment agreements for its CEO and Chief Accounting Officer and entered a new agreement with its Chief Business and Product Officer and Chief Operating Officer, while stockholders elected six directors at the annual meeting.

  • Clancy's retirement is effective December 31, 2026; his transition agreement provides base salary continuation until June 30, 2028, subject to a release of claims.
  • CEO Ziv Shoshani's amended agreement sets an annual equity award of about 225% of base salary from fiscal 2026, with a cash bonus target of 100% and a maximum of 150% of base salary.
  • Stockholders elected Kobi Altman, Sejal Shah Gulati, Erez Lorber, Saul Reibstein, Ziv Shoshani and Nava Swersky Sofer to one-year terms at the May 19, 2026 annual meeting.
  • Stockholders ratified Brightman Almagor Zohar & Co., a firm in the Deloitte global network, as auditor for 2026 and approved the advisory executive compensation vote.
Read the filing on SEC.gov ↗
HHyatt Hotels Corp May 22, 4:30 PM ET

Hyatt: Ballew retires and board shrinks to ten after May 20 annual meeting

Neutral leadership Written later 5.025.07

Director Paul D. Ballew retired from Hyatt's board on May 20, 2026, and the board reduced its size from twelve to ten members on May 21. At the May 20 annual meeting, shareholders elected Gianni Marostica, Heidi O'Neill and Richard C. Tuttle as Class II directors, ratified Deloitte & Touche LLP as auditor for fiscal 2026, and approved executive pay on an advisory basis, while rejecting a plastics-use reporting proposal.

  • Paul D. Ballew retired from the board on May 20, 2026; the filing says it was not due to any disagreement with the company.
  • Board size was cut from twelve to ten members on May 21, 2026, after Thomas J. Pritzker did not stand for re-election.
  • Gianni Marostica was appointed to the Audit Committee effective May 21, 2026.
  • Say-on-pay was approved with 541,786,817 votes for and 2,752,233 against.
Read the filing on SEC.gov ↗
SMSM Energy Co May 22, 4:17 PM ET

SM Energy raises CEO and COO long-term incentive targets; all directors re-elected

Neutral leadership Written later 5.025.07

On May 21, 2026, SM Energy's board raised long-term incentive targets for CEO Elizabeth A. McDonald to $5,800,000 and COO Blake D. McKenna to $2,400,000, and the compensation committee amended McDonald's change of control severance agreement. At the same day's annual meeting, stockholders re-elected all incumbent directors, approved executive pay in a non-binding vote, and ratified Deloitte & Touche LLP as auditor for 2026. For shareholders, the filing shows higher pay targets for two executives and an updated change of control payout structure, with no change in leadership.

  • Board increased McDonald's long-term incentive target to $5,800,000, granted 40% as restricted stock units and 60% as performance share units.
  • Board increased McKenna's long-term incentive target to $2,400,000, granted 50% as restricted stock units and 50% as performance share units.
  • McDonald's amended change of control agreement provides a lump sum of three times base salary plus other amounts if she is terminated within two and one-half years after a change of control.
  • Stockholders approved executive pay in a non-binding vote with 181,729,629 for and 9,041,702 against; Deloitte & Touche LLP was ratified with 215,183,397 for and 325,601 against.
Read the filing on SEC.gov ↗
ITGRInteger Holdings Corp May 22, 4:17 PM ET

Integer Holdings grants executive retention bonuses during strategic review; holders approve new plan

Neutral leadership Written later 5.025.07

Integer Holdings amended executive agreements and approved retention bonuses for its CEO and four other executives while a strategic review to maximize stockholder value is underway. At its May 20, 2026 annual meeting, stockholders approved the 2026 Omnibus Incentive Plan, which replaces the 2021 plan and reserves 1,000,000 shares plus unused and forfeited 2021 plan shares.

  • CEO Payman Khales is set to receive a $1.75 million retention bonus; half vests December 31, 2026 and half vests on a change in control, subject to continued employment
  • Performance-based equity awards vest at the greater of target and actual performance if an executive is terminated without cause or resigns for good reason around a change in control
  • Stockholders approved the 2026 Omnibus Incentive Plan with 27,750,271 votes for and 1,378,718 against, and all 11 director nominees were elected
Read the filing on SEC.gov ↗
FTLFFITLIFE BRANDS, INC. May 22, 4:09 PM ET

FitLife Brands names EVP Ryan Hansen as President, raises base salary to $300,000

Neutral leadership Written later 5.02

On May 18, 2026, FitLife Brands' board appointed Executive Vice President Ryan Hansen, who joined the company in November 2023, as President and raised his base salary from $275,000 to $300,000. He also received options on 75,000 shares at $10.50 and 50,000 performance stock units, which vest only if the 30-day VWAP reaches $20.00. For shareholders, the filing shows a senior leadership change and equity awards that could add to outstanding shares if they vest.

  • Appointment effective May 18, 2026; Hansen, 38, was previously Executive Vice President and has no formal employment agreement (at-will).
  • Base salary increased from $275,000 to $300,000, effective May 18, 2026.
  • Options for 75,000 shares at an exercise price of $10.50; one-third vest on the first anniversary of the grant date, with the rest vesting in equal parts in years two and three.
  • 50,000 PSUs vest when the 30-day VWAP meets or exceeds $20.00, and expire on the fifth anniversary of the grant date if not vested.
Read the filing on SEC.gov ↗
NINENine Energy Service, Inc. May 22, 4:01 PM ET

Nine Energy Service names Heather Schmidt permanent Chief Financial Officer

Neutral leadership Written later 5.02

Nine Energy Service, Inc. appointed Heather Schmidt as its permanent Chief Financial Officer effective May 22, 2026, after she served as interim CFO since May 11, 2026. The company also entered an amended employment agreement with her setting a $425,000 base salary, a 75% target bonus and $600,000 in incremental long-term incentive awards, which matters to shareholders because it fixes the leadership of the finance function and the pay terms tied to it.

  • Heather Schmidt, age 42, was appointed permanent CFO effective May 22, 2026, having been interim CFO since May 11, 2026.
  • Her employment agreement sets a base salary of $425,000 and a target annual bonus of 75% of base salary.
  • She received incremental long-term awards with a $300,000 target value in time-based restricted stock units and a $300,000 target performance-based cash award; the performance award's maximum is 200% of target.
  • If her employment is terminated without cause or for good reason, she may receive severance equal to one times base salary plus target bonus, or two times after a change in control within 24 months.
Read the filing on SEC.gov ↗
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 ↗
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 ↗
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 ↗

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 ↗

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 ↗
CLHCLEAN HARBORS INC May 20, 4:34 PM ET

Clean Harbors founder Alan McKim to retire as executive chairman and CTO

Neutral leadership Written later 5.027.01

Clean Harbors said founder Alan McKim, its Executive Chairman and Chief Technology Officer, notified the Board on May 19, 2026 that he will retire from the Board and his CTO role once the Board appoints a new Chair. The company expects an independent Chair to be appointed in the summer of 2026 as part of a planned leadership transition, and the filing says the retirement does not reflect any disagreement with the company.

  • McKim notified the Board on May 19, 2026, and the company announced the retirement in a press release dated May 20, 2026.
  • The retirement takes effect when the Board appoints a new Chair, which is expected in summer 2026.
  • The filing states the retirement does not arise from any disagreement with the company on operations, policies or practices.
  • Edward Galante, lead independent director, and co-CEOs Mike Battles and Eric Gerstenberg were quoted in the press release.
Read the filing on SEC.gov ↗
SDGRSchrodinger, Inc. May 20, 4:19 PM ET

Schrodinger reaffirms 2026 and Q2 guidance; Chief Commercial Officer Mannix Aklian departs

Neutral leadership Written later 5.027.01

Schrodinger said its Chief Commercial Officer, Global Head of Software Sales and Marketing, Mannix Aklian, left the role effective immediately on May 18, 2026, and that Paul Davie, a former executive vice president of sales, is returning as interim replacement while a permanent successor is sought. The company also reaffirmed its full-year and second-quarter 2026 guidance from its May 5, 2026 first-quarter earnings release, which keeps the outlook it previously gave shareholders in place.

  • Mannix Aklian ceased to serve as Chief Commercial Officer on May 18, 2026, effective immediately.
  • Paul Davie returns as interim Chief Commercial Officer while the company searches for a permanent replacement.
  • The company reaffirmed full-year 2026 and second-quarter 2026 guidance from its May 5, 2026 earnings release.
Read the filing on SEC.gov ↗

Choice Hotels CEO Patrick Pacious steps down; Dominic Dragisich named interim CEO

Neutral leadership Written later 5.02

Choice Hotels said President and CEO Patrick Pacious stepped down effective May 20, 2026, and the Board appointed Chief Growth & Strategy Officer Dominic Dragisich as Interim CEO on the same date. The company has started a search for a permanent CEO, and the company reaffirmed its full-year 2026 financial outlook given with first quarter results on April 30, 2026.

  • Pacious will serve as an advisor through August 31, 2026, under a separation agreement filed as Exhibit 10.1.
  • Pacious's severance includes cash equal to 200% of base salary plus target annual bonus, plus a pro rata 2026 bonus.
  • Dragisich will receive a $500,000 cash bonus payable December 31, 2026, and an RSU award valued at $500,000 that vests in full after one year.
  • The company reaffirmed its full-year 2026 financial outlook.
Read the filing on SEC.gov ↗

Willamette Valley Vineyards names John Hazlett chief financial officer, effective May 20

Neutral leadership Written later 5.02

Willamette Valley Vineyards appointed John Hazlett as Chief Financial Officer effective May 20, 2026, replacing John Ferry, who announced his retirement on February 12, 2026. Hazlett will receive a base salary of $216,000 per year and be eligible for an annual performance-based incentive of up to $24,000, under an employment agreement dated May 19, 2026.

  • Hazlett appointed CFO by the board on May 19, 2026, effective May 20, 2026
  • Base salary of $216,000 per year; annual incentive of up to $24,000
  • Replaces John Ferry, who announced his retirement as CFO on February 12, 2026 and will remain employed during an undetermined transition period
  • Hazlett previously was founding partner of Trailwise Advisory Services and CFO of RENA Technologies North America (2021 to 2024)
Read the filing on SEC.gov ↗
WENWendy's Co May 20, 8:36 AM ET

Wendy's names Robert Wright CEO effective May 21, replacing interim CEO Ken Cook

Neutral leadership Written later 5.027.01

Wendy's board appointed Robert D. Wright as President and Chief Executive Officer, effective May 21, 2026, and elected him to the board. Kenneth Cook ceases as interim CEO but remains Chief Financial Officer. The filing contains no financial results or guidance, so the change in leadership is the main news for shareholders.

  • Wright, age 58, was most recently President and CEO of Potbelly Corporation from July 2020 until December 2025, and previously held Wendy's Chief Operations Officer roles.
  • Employment letter provides a $1 million base salary and a target bonus of 175% of base salary, with payouts ranging from zero to 200% of target.
  • Fiscal 2026 long-term incentive grant values: $3.1 million in performance share units, $900,000 in restricted stock units and $1.5 million in stock options.
  • Wright will not receive additional compensation for board service and serves on the Capital and Investment and Executive Committees.
Read the filing on SEC.gov ↗
CALCALERES INC May 20, 7:55 AM ET

Caleres Names Dan Karpel CFO; Expects Q1 EPS Above Previous Guidance

Positive leadership Written later 5.02

Caleres appointed Dan Karpel, its interim chief financial officer since January 2026, as chief financial officer effective immediately on May 20, 2026. The same release said the company expects first-quarter earnings per diluted share in the range of $0.39 to $0.41, which it describes as above its previous guidance, and it will report results on June 4.

  • Dan Karpel appointed CFO effective May 20, 2026; he has been interim CFO since January 21, 2026
  • Base salary of $550,000 with a target annual cash incentive of 65% of base salary
  • Q1 2026 GAAP EPS expected at $0.39 to $0.41; adjusted EPS expected at $0.35 to $0.37
  • Q1 sales expected at $667 million; results to be reported June 4, 2026 before market open
Read the filing on SEC.gov ↗

Philip Morris names Massimo Andolina Group CFO, succeeding Emmanuel Babeau Aug. 1

Neutral leadership Written later 5.027.01

Philip Morris International said its board approved Massimo Andolina, currently President, Europe Region, as Group Chief Financial Officer, replacing Emmanuel Babeau effective August 1, 2026. Babeau will stay with the company as Strategic Advisor to CEO Jacek Olczak through March 31, 2027, and will help Andolina with the transition; his separation is treated as a termination without cause, with payments described in the 2026 Proxy Statement.

  • Massimo Andolina, 57, becomes Group CFO effective August 1, 2026, succeeding Emmanuel Babeau.
  • Andolina has been President, Europe Region since January 2023 and joined the company in 2008.
  • Babeau remains as Strategic Advisor to Jacek Olczak, Group CEO, through March 31, 2027.
  • Andolina's compensation as Group CFO has not yet been determined.
Read the filing on SEC.gov ↗
TRMKTRUSTMARK CORP May 19, 4:45 PM ET

Trustmark: President of Retail Banking Wayne Stevens to retire July 3, 2026

Neutral leadership Written later 5.02

Trustmark Corporation disclosed that Wayne A. Stevens, President - Retail Banking of Trustmark Bank, will retire effective July 3, 2026, having given notice on May 15, 2026. The Human Resources Committee approved accelerated vesting of his unvested time-based restricted stock units, and he will receive no other severance or compensatory payments beyond earned wages.

  • Wayne A. Stevens to retire as President - Retail Banking of Trustmark Bank effective July 3, 2026
  • Notice of retirement given to the Boards on May 15, 2026
  • Unvested time-based restricted stock units to vest early; no other severance or compensatory payments beyond earned wages
  • Stevens has been an Executive Officer since 2009 and an associate of the bank since 1986
Read the filing on SEC.gov ↗

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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.