1,181 material Form 8-K filings that 963 companies we cover made with the SEC in July 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).
Warner Music Group's Chief Financial Officer and Chief Operating Officer, Armin Zerza, stepped down on July 31, 2026, for personal reasons, and the company has started a search for a new CFO. The company named Louis Dickler acting CFO and Tom Corson as COO, two leadership changes that affect the company's finance and operating management.
Armin Zerza stepped down as CFO and COO on July 31, 2026, effective immediately, and will remain available through the end of the fiscal year
Louis Dickler, SVP, Global Controller and Chief Accounting Officer, was appointed Acting CFO effective July 31, 2026, while keeping his current roles
Tom Corson, Co-Chairman and COO of Warner Records since January 2018, was appointed COO of the company, reporting to CEO Robert Kyncl
Deluxe completed its acquisition of Celero Commerce on July 31, 2026, for an approximate $625 million cash purchase price plus certain seller transaction expenses, subject to adjustments. The closing was funded by borrowings under a new $800 million term loan and a $400 million revolving credit facility, with JPMorgan Chase Bank, N.A. as administrative agent. The company expects the deal to be accretive to adjusted EPS in the first full year after closing and will provide updated 2026 guidance with its second quarter results on August 5, 2026.
Cash purchase price of approximately $625 million, plus certain seller transaction expenses and other adjustments
New senior secured credit facilities: $400.0 million revolving facility and $800.0 million term loan, maturing July 31, 2031 for the revolver
Expected more than $15 million in cost synergies; deal expected to be accretive to adjusted EPS in the first full year after closing
Updated full-year 2026 guidance to be given with second quarter results on August 5, 2026
CenterPoint Energy entered into an underwriting agreement on July 30, 2026 for a public offering of $700 million aggregate principal amount of 6.400% Fixed-to-Fixed Reset Rate Junior Subordinated Notes, Series E, due 2058. The notes are unsecured, rank junior to existing and future senior indebtedness, and allow the company to defer interest for up to 20 consecutive semi-annual periods, during which dividends and common stock repurchases are restricted.
Offering size: $700 million aggregate principal amount of Series E notes due August 15, 2058
Interest is 6.400% per annum until August 15, 2033, then resets every five years to the Five-Year Treasury Rate plus 1.885%, with a floor of 6.400%
Company may defer interest for up to 20 consecutive semi-annual periods; dividends and capital stock repurchases are restricted during deferral
Notes are issued under a junior subordinated indenture dated August 14, 2024 with The Bank of New York Mellon Trust Company as trustee; interest accrues from August 3, 2026
KKR's indirect subsidiaries KKR Group Partnership L.P. and Kohlberg Kravis Roberts & Co. L.P. signed a Fourth Amended and Restated Credit Agreement on July 30, 2026, with HSBC Bank USA as administrative agent. It replaces the prior agreement dated July 3, 2024 and provides a $3.0 billion senior unsecured multicurrency revolving facility, guaranteed by KKR & Co. Inc., with an option to increase it by up to $750 million subject to lender consent.
Facility size: $3.0 billion, with an option to increase by up to an additional $750 million subject to lender consent
Maturity: five years, scheduled for July 30, 2031, with an extension option subject to lender consent
Pricing: term SOFR margin of 57.5 to 112.5 basis points and facility fee of 5 to 12.25 basis points, based on a corporate ratings-based grid
Financial covenants include a maximum leverage ratio of 4.0x covenant EBITDA (excluding Global Atlantic debt) and at least $195 billion in fee paying assets under management
CarMax said Executive Vice President and Chief Innovation and People Officer Diane Cafritz will leave the company effective December 31, 2026. She will provide consulting services from January 1, 2027 to June 30, 2027, for $360,500, and her severance terms were amended.
Departure effective December 31, 2026, announced July 31, 2026
Severance formula changed to 1.5 times base salary plus full-year actual fiscal 2027 annual bonus, replacing target bonus
Consulting agreement runs January 1, 2027 to June 30, 2027, paying $360,500 in total
Non-solicitation and non-compete terms extended by six months
Newell Brands entered a five-year, $800.0 million asset-based revolving credit facility on July 30, 2026, led by JPMorgan Chase Bank, N.A. The company borrowed $490.0 million under the new facility and used it to repay and replace its existing revolver dated August 31, 2022. The filing describes the facility as a routine refinancing with an uncommitted $500.0 million accordion feature, though it carries secured liens and a fixed charge coverage covenant that applies when availability falls below set levels.
Facility size: up to $800.0 million, maturing July 30, 2031, subject to a borrowing base
On the Closing Date, Newell borrowed $490.0 million and used it to repay the Existing Credit Agreement dated August 31, 2022
Pricing: SOFR-based loans at 1.50% to 2.00% over the benchmark; unused commitment fee of 0.25% to 0.30%
Obligations are guaranteed by subsidiaries and secured by a first-priority lien on certain assets
On July 27, 2026, Hawaiian Electric Company and Kalaeloa Partners entered a new power purchase agreement for 208 megawatts of firm capacity over a 30-year term after commercial operation, replacing the October 2021 agreement that is expected to end in early 2033. The fixed capacity charge falls to $93 per kilowatt per year from $100, and the deal lets Kalaeloa repower the plant to burn other fuels and produce renewable-qualifying energy. The agreement takes effect only after the Hawaii Public Utilities Commission approves it.
New PPA signed July 27, 2026, for 208 MW of firm capacity over a 30-year term after commercial operation
Fixed capacity charge reduced to $93/kW per year from $100/kW per year under the Amended and Restated PPA
Effectiveness depends on PUC approval; either party may void the agreement if approval is not received within 12 months of the application, subject to conditions
Mattel named Roberto Stanichi, previously Executive Vice President and Chief Global Brand Officer, to President, Chief Marketing and Brand Officer, effective July 29, 2026, reporting to Chairman and CEO Ynon Kreiz. The filing sets his base salary at $900,000 and details new equity grants, which tie part of his pay to Mattel's stock price and performance goals.
Promotion dated July 29, 2026; press release issued July 31, 2026
Base salary of $900,000; 2026 MIP target of 100% of salary, capped at 200%
Promotion stock grant of $2,000,000 in RSUs; incremental grant of $1,900,000, split between RSUs and PSUs
Beginning in 2027, annual target stock grant value rises to $3,000,000, subject to Compensation Committee approval
Timken's board appointed Stephen P. Ribaudo, formerly a Carrier Global executive, as Executive Vice President and Chief Operating Officer effective September 1, 2026. The company also said Timothy A. Graham will become Executive Vice President and Chief Commercial Officer once Ribaudo starts, a senior leadership change that shareholders may watch as the company's management team takes shape.
Stephen P. Ribaudo, age 41, becomes EVP and COO effective September 1, 2026; he most recently was SVP and General Manager of Commercial HVAC Americas at Carrier Global since April 2026
Base salary of $670,000 per year, with a 2026 annual incentive target of 80% of base salary
Make-whole RSU award of $1,000,000 and a $250,000 cash sign-on payment; 2026 long-term equity target of at least $1,794,000
Timothy A. Graham to be appointed EVP and Chief Commercial Officer, effective upon Ribaudo's start date
Hanmi Financial Corporation sold $55.0 million of 6.50% fixed-to-floating subordinated notes due 2036 in a private placement on July 30, 2026. The company plans to use the proceeds, along with general corporate funds, to redeem its $110.0 million of 3.75% subordinated notes due 2031, and the notes are intended to count as holding company Tier 2 capital. For shareholders, the filing shows a financing that replaces higher-cost 2031 debt with a smaller issue, and it does not include new earnings or guidance.
$55.0 million of 6.50% subordinated notes due July 31, 2036 issued to qualified institutional buyers and institutional accredited investors
Notes fixed at 6.50% until July 31, 2031, then float at Three-Month Term SOFR plus 234 basis points
Company gave notice to redeem all $110.0 million of 3.75% notes due 2031 at par plus accrued interest, expected on or about September 1, 2026
Notes are intended to qualify as Tier 2 capital at the holding company level; cannot be redeemed before the fifth anniversary of issuance
Franklin Resources entered into a Second Amended and Restated Credit Agreement with Bank of America as administrative agent, replacing its existing $1.5 billion revolving credit agreement. The new five-year facility extends maturity to July 30, 2031, and allows an optional increase of up to $500 million; $700 million was outstanding at closing. The filing describes this as a refinancing and extension of existing borrowing capacity rather than a new source of cash beyond the amounts already drawn.
New five-year revolving credit facility with $1.5 billion of commitments, maturing July 30, 2031, with an option to increase by up to $500 million
$700 million outstanding under the facility as of July 30, 2026, rolled over from the terminated Original Credit Agreement, which was scheduled to mature April 30, 2030
Covenant requires a consolidated net leverage ratio of no greater than 3.25 to 1.00, tested quarterly
Allegiant Travel disclosed three financing arrangements tied to its aircraft fleet. A $231.0 million PDP facility from Runway Seven Lender LLC, guaranteed by the company, is undrawn and matures March 31, 2028, and a separate $177.5 million Airbus-secured credit facility is also undrawn. In July 2026 the company drew $132.0 million on a $176.0 million Boeing 737 MAX facility, which is now fully drawn, so its debt obligations are rising as aircraft are delivered.
July 27, 2026: amendment to PDP facility with Runway Seven Lender LLC, $231.0 million commitment for Boeing pre-delivery payments, maturing March 31, 2028, undrawn
July 24, 2026: credit facility of up to $177.5 million secured by certain Airbus aircraft, undrawn, with quarterly amortizing payments beginning July 2027 over five to six years
July 2026: borrowed $132.0 million under a previously reported $176.0 million facility secured by Boeing 737-MAX aircraft, now fully drawn, with 10-year terms
Atlantic Union Bankshares completed an underwritten public offering of $250 million in 6.25% fixed-to-floating rate subordinated notes due August 1, 2036, on July 30, 2026. The notes are unsecured subordinated debt that pays 6.25% fixed until August 1, 2031, then a floating rate tied to SOFR plus 213 basis points.
Offering size: $250 million aggregate principal amount of 6.25% Fixed-to-Floating Rate Subordinated Notes due 2036
Fixed 6.25% coupon, paid semi-annually, from July 30, 2026 to August 1, 2031; floating rate of Three-Month Term SOFR plus 213 basis points thereafter, paid quarterly
Company may redeem at par plus accrued interest on or after August 1, 2031, or earlier under specified tax, regulatory capital or investment company events
DXC Technology said Chris Drumgoole will resign as President, Global Infrastructure Services, effective July 30, 2026, and appointed Paul J. Taylor as President, DXC, effective August 10, 2026. Taylor will lead the company's global operating business, which the press release describes as an approximately $13 billion business, and Dan Gray will become President of Global Infrastructure Services. The filing reports no financial results and no separation arrangements for Drumgoole.
Chris Drumgoole resigns as President, Global Infrastructure Services, effective July 30, 2026, with no disagreement cited and no separation arrangements
Paul J. Taylor appointed President, DXC effective August 10, 2026, with a $1,000,000 U.S. dollar base salary and a one-time inducement equity award with a grant-date value of $3.75 million
Dan Gray named President of Global Infrastructure Services; Drumgoole joins a newly formed CEO Advisory Council
Vail Resorts appointed William Hornbuckle, CEO and President of MGM Resorts International, as a director on July 29, 2026, effective August 3, 2026. The Board expanded from nine to ten members to make room for him. As a non-employee director, he will receive the company's standard director compensation, and the filing reports no related party transactions.
Board appointment made July 29, 2026, effective August 3, 2026; Board size increased from nine to ten members
Hornbuckle, age 68, has been CEO, President and a director of MGM Resorts International since July 2020
No arrangements or understandings tied to his appointment, and no related party transactions requiring disclosure
Company press release dated July 30, 2026 is filed as Exhibit 99.1
Netflix disclosed that director Anne Sweeney resigned from its Board of Directors effective July 26, 2026. The company said her resignation was not due to any disagreement with Netflix, which suggests a routine board change rather than a dispute. The filing does not name a replacement or give a reason beyond the absence of disagreement.
Anne Sweeney notified Netflix of her board resignation on July 26, 2026, effective that date
Netflix states the resignation is not due to any disagreement with the company
The filing does not name a successor or a reason for the departure
Fortune Brands Innovations said its Executive Vice President, Chief Legal Officer and Corporate Secretary, Hiranda S. Donoghue, will leave the company effective July 31, 2026, after a qualifying termination without cause. Jack N. Melamed, the company's Vice President, Deputy General Counsel and Assistant Secretary, will serve as interim Chief Legal Officer and Corporate Secretary until a permanent successor is identified. The filing says her departure is not due to any disagreement over the company's operations, policies or practices.
Hiranda S. Donoghue departs effective July 31, 2026; the decision was made July 24, 2026
Jack N. Melamed to serve as interim Chief Legal Officer and Corporate Secretary; no permanent successor named
Donoghue is eligible for benefits under her existing termination agreement, as described in the March 30, 2026 proxy statement
Filing states the departure is not the result of any disagreement with the company
Tennant Company said Chief Financial Officer Fay West has given notice she will retire after a successor is hired and a transition period occurs, with retirement expected in the second quarter of 2027 and no earlier than April 2, 2027. The company has started searching for a successor and aims to name one by the first quarter of 2027, so shareholders get a long runway for the handover.
Fay West gave notice on July 27, 2026, of her intention to retire as SVP and Chief Financial Officer
Retirement expected in the second quarter of 2027, no earlier than April 2, 2027
Company aims to name a successor by the first quarter of 2027
CEO Dave Huml thanked West for her role in financial discipline and the company's growth strategy
Green Brick Partners said its President and Chief Operating Officer, Jed Dolson, will be promoted to Co-Chief Executive Officer on October 15, 2026, as part of the board's long-term succession planning. The filing reports no related party transactions and no other arrangements tied to the promotion, and it does not include financial results.
Jed Dolson, President and COO, will become Co-Chief Executive Officer effective October 15, 2026
Dolson joined the company in 2013 and served as President of Trophy Signature Homes from 2022 to 2024
CEO Jim Brickman said the promotion reflects more than a decade of leadership at the company
The announcement was made in a July 30, 2026 press release furnished as Exhibit 99.1
Cabot Corporation said its President and CEO, Sean Keohane, will retire and leave the board effective September 30, 2026. Erica McLaughlin, the company's current CFO, will become President and CEO and join the board effective October 1, 2026, and the company has started a search for a new CFO.
Keohane remains a non-executive employee through December 31, 2026 under a transition agreement.
McLaughlin's base salary rises to $910,000 per year effective October 1, 2026.
Target short-term incentive for McLaughlin rises to 120% of base salary for performance periods beginning in fiscal 2027.
The filing does not report a financial result for the period; the change is a leadership succession.
Extreme Networks signed a new $500 million, five-year revolving credit agreement with JPMorgan Chase Bank as administrative agent, and used a borrowing under it to repay its existing Bank of Montreal credit agreement. As of the closing date, $200 million was drawn and $300 million remained available. The filing describes a routine refinancing that adds debt and covenant obligations, with no early termination penalties reported.
New $500 million revolving facility matures July 29, 2031, with $200 million outstanding at closing and $300 million available.
Existing credit agreement with Bank of Montreal, dated June 22, 2023, was terminated and fully repaid, with liens released.
Facility is secured by substantially all assets and requires a consolidated total net leverage ratio of no more than 3.75 to 1.00 and interest charge coverage of at least 3.00 to 1.00, starting with the quarter ending September 30, 2026.
Sirius XM said Executive Vice President and Chief Operating Officer Wayne D. Thorsen will cease serving as an employee effective July 31, 2026, and the company does not intend to appoint a successor COO at this time. Under a separation agreement, Thorsen will receive a $1,050,000 lump sum prorated bonus payment and his unvested equity awards will be forfeited.
Departure effective July 31, 2026; company does not plan to name a successor COO at this time
Separation agreement dated July 29, 2026 provides a $1,050,000 lump sum payment, prorated for 2026 annual bonus
Payment due within 60 days of separation date, subject to a general release of claims
All unvested equity awards outstanding as of July 31, 2026 will be forfeited without consideration
Henry Schein said it is creating the Henry Schein Leadership Team to replace its Executive Management Committee and is integrating its global supply chain organization with its global distribution group. COO Michael S. Ettinger, Chief Strategy Officer Mark E. Mlotek, and SVP Global Supply Chain James Mullins will transition out of their roles and into senior advisory roles, and the 8-K says the transitions are effective October 30, 2026.
Michael S. Ettinger (EVP and COO) and Mark E. Mlotek (EVP and Chief Strategy Officer) transition to senior advisory roles effective October 30, 2026
James Mullins, SVP Global Supply Chain, also transitions out of his role
Henry Schein Leadership Team (HSLT) replaces the Executive Management Committee
Ettinger and Mlotek are entitled to payments and benefits under the Executive Severance Plan
Entegris Executive Chair Bertrand Loy will retire and leave the Board effective July 31, 2026, and lead independent director James F. Gentilcore will become Chair. The Board also appointed Robert A. Bruggeworth, CEO of Qorvo, as a director effective August 3, 2026, and the company says the changes follow the completion of its CEO succession plan.
Bertrand Loy retires as Executive Chair and resigns from the Board effective July 31, 2026; the company says the decision was not due to any disagreement.
James F. Gentilcore, current Lead Independent Director, becomes Chair of the Board effective July 31, 2026.
Robert A. Bruggeworth, president and CEO of Qorvo, joins the Board effective August 3, 2026, with a $220,000 restricted stock unit grant and a prorated share of the $110,000 annual director retainer.
Sonos expanded its board from ten to eleven members and appointed Chris Shackelton, a Co-Founder and Managing Partner of Coliseum Capital Management, as a director effective immediately. The company also said CFO Saori Casey intends to retire, and she will stay in the role until a successor is appointed, with an executive search firm engaged to find one.
Chris Shackelton appointed to the Board effective July 28, 2026, as a Class II director with a term expiring at the 2029 Annual Meeting; he has no committee roles yet and is deemed independent under Nasdaq standards
Saori Casey, Chief Financial Officer, informed the company of her intent to retire, announced July 29, 2026
Casey will remain CFO until a successor is appointed and through a subsequent transition period; the company says the retirement is not the result of any dispute or disagreement
Owens Corning said its Board appointed Jonathan M. Collins, formerly CFO of Clarivate, as Executive Vice President and Chief Financial Officer effective August 10, 2026. Todd W. Fister, currently Executive Vice President, Chief Financial and Operating Officer, becomes President and Chief Operating Officer on the same date, with CEO Brian D. Chambers remaining in his role; the filing also sets Collins' pay package and retention awards for several business presidents.
Jonathan M. Collins, age 47, takes the CFO role effective August 10, 2026, with a $775,000 base salary and a 100% target annual cash incentive.
Collins receives a sign-on bonus of $500,000 and initial equity awards including $1.5 million in performance share units and $3 million in restricted stock units.
Todd W. Fister becomes President and Chief Operating Officer effective August 10, 2026, replacing Brian D. Chambers as President while Chambers stays CEO.
Roofing, Doors, and Insulation business Presidents will report to Fister, with $1 million retention awards each to Nicolas Del Monaco and Rachel Marcon.
Kohl's Chair John Schlifske retired from the Board and stepped down as independent Chair, effective immediately, citing personal reasons. The Board named director Wendy Arlin as Chair and appointed Niren Chaudhary, former Panera Brands CEO, to fill the vacancy. The filing reports no financial results, so the changes are governance-related.
Schlifske notified the Board on July 28, 2026, after nearly 15 years of Board service
Wendy Arlin, a director since December 2023, became Chair effective immediately
Chaudhary is expected to receive restricted shares on August 14, 2026, with a grant-date fair value of approximately $145,000, vesting on the first anniversary of the grant
Chaudhary's term expires at the 2027 annual shareholders' meeting; he will initially serve on the Audit Committee
Equinix entered a $5.5 billion senior unsecured revolving credit facility on July 27, 2026, maturing July 25, 2031, and used the agreement's proceeds to repay and terminate its 2022 credit agreement. The filing says the new facility can fund working capital, capital expenditures, acquisitions, dividends, stock buybacks and other general corporate purposes, and it includes a financial covenant capping net funded debt at 6.50 times adjusted EBITDA.
Facility size: $5.5 billion senior unsecured multi-currency revolving credit, with a $1.5 billion sublimit for standby letters of credit and bank guarantees
Maturity: July 25, 2031; the 2022 Credit Agreement was repaid in full and terminated on July 27, 2026
Pricing at closing: 77.5 basis points margin for non-base-rate borrowings; facility fee of 7.0 to 20.0 basis points on total commitments
Covenant: net funded debt to adjusted EBITDA of no greater than 6.50 to 1.00, temporarily up to 7.00 to 1.00 after certain material acquisitions
Procter & Gamble said Executive Chairman Jon Moeller will retire from the board on July 31, 2026, and from the company on August 14, 2026. President and CEO Shailesh Jejurikar will also become Chairman of the Board on August 1, 2026, while keeping his CEO role, which concentrates the top two positions in one executive.
Jon Moeller retires as Executive Chairman and director effective July 31, 2026, and leaves the company August 14, 2026
Shailesh Jejurikar, President and CEO, becomes Chairman of the Board effective August 1, 2026, in addition to his CEO role
Non-employee directors reappointed Joseph Jimenez as independent Lead Director
Humana's board increased its size from eleven to thirteen seats on July 28, 2026, and elected Frederick J. Crawford and Paul J. Smith as directors effective that day. The board determined both are independent under NYSE standards, and committee assignments have not yet been decided. The filing involves no financial results or guidance changes, but it adds two new directors to the board.
Board expanded from eleven to thirteen authorized directors on July 28, 2026.
Frederick J. Crawford is a former President and Chief Operating Officer of Aflac and a former CFO of several insurers.
Paul J. Smith is Chief Commercial Officer at Anthropic PBC and previously held senior roles at ServiceNow, Salesforce and Microsoft.
Both directors will receive restricted stock units under the director compensation program; no committee appointments have been made yet.
On July 24, 2026, Cboe entered into a Third Amended and Restated Credit Agreement with Bank of America as administrative agent, providing a senior unsecured $400 million five-year revolving credit facility that matures July 24, 2031. The company may increase commitments by up to $200 million, to $600 million total, subject to lender agreement, and the facility replaces the prior agreement dated February 25, 2022.
Facility size: $400 million senior unsecured revolving credit, with a $25 million swing line sub-facility
Potential expansion: up to $200 million additional commitments, for a total of $600 million, subject to lender agreement
Maturity: July 24, 2031, unless terminated earlier
Financial covenants: minimum interest coverage ratio of 4.00 to 1.00 and maximum leverage ratio of 3.50 to 1.00, with step-ups to 4.25 and 4.00 under specified conditions
Ashland Inc. appointed Peter Thomas and Allen Spizzo as independent directors on July 27, 2026, and entered into a Cooperation Agreement with stockholder Ancora Holdings Group, LLC. The company also formed a Capital Allocation Advisory Committee to make recommendations to the Board on capital allocation strategy. The filing does not include financial results, so it gives shareholders governance changes rather than a measure of operating performance.
Peter Thomas and Allen Spizzo appointed as independent directors effective July 27, 2026; Board temporarily expands to 11 members, then reduces to 10 at the 2027 Annual Meeting
Cooperation Agreement with Ancora includes voting commitments and standstill obligations, and remains in effect through a Standstill Period tied to the 2028 Annual Meeting notice deadline
Capital Allocation Advisory Committee chaired by Scott A. Tozier, with Thomas as Vice Chair and Guillermo Novo as non-voting member
HF Sinclair said its Executive Vice President and General Counsel, Eric Nitcher, will retire from his executive officer role effective July 31, 2026. He is expected to stay on as an employee through the end of 2026 to support an orderly transition and serve in an advisory capacity, and the company has not yet named a successor. The filing states the retirement was not the result of any disagreement with the company or its Board.
Eric Nitcher, Executive Vice President and General Counsel, notified the Board on July 27, 2026 of his retirement.
Retirement from executive officer role is effective July 31, 2026.
Nitcher is expected to remain an employee through the end of 2026 in an advisory capacity.
A successor will be named at a later date; the filing states no disagreement led to the decision.
Verisk Analytics said its Executive Vice President and Chief Information Officer, Nick Daffan, will no longer hold that role effective August 3, 2026, following a determination made on July 27, 2026. Daffan will serve as Strategic Advisor through the end of 2026, and Chief Technology Officer Jeff Negrete will serve as interim Chief Information Officer in addition to his current role. The filing does not disclose any financial results or guidance changes.
Nick Daffan's CIO role ends effective August 3, 2026; he becomes Strategic Advisor through the end of 2026
Jeff Negrete, current Chief Technology Officer, will serve as interim Chief Information Officer
The determination was made on July 27, 2026
Separation terms follow Appendix A of the Senior Executive Severance Benefits Plan, as disclosed in an April 5, 2022 Form 8-K
AT&T completed its previously announced purchase of wireless spectrum licenses from EchoStar for approximately $23 billion on July 28, 2026. The company drew $14.5 billion across two term loans to help fund the purchase, and it reiterated its second-quarter 2026 financial outlook and capital allocation plan.
Purchase price of approximately $23 billion in cash for 600 MHz and 3.45 GHz band licenses, closed July 28, 2026
Term loan draws: $11.5 billion on a two-year facility and $3.0 billion on a 364-day facility, under a $17.5 billion Delayed Draw Term Loan Credit Agreement with Bank of America, N.A. as agent
AT&T reiterated the financial outlook and capital allocation plan from its second-quarter 2026 earnings release
Welltower entered a new equity distribution agreement allowing it to sell up to $7.5 billion of common stock through sales agents and forward sale agreements, terminating its October 28, 2025 agreement. The filing also registers resale of up to 261,753 shares issued for a recent lease amendment. Because new share sales can dilute existing shareholders, the program matters to current holders, though the filing does not state how much stock has been or will be sold.
New equity distribution agreement dated July 28, 2026 covers up to $7,500,000,000 of common stock (ATM Shares)
Prior equity distribution agreement dated October 28, 2025 was terminated on July 28, 2026
Company may use forward sale agreements; it would receive no proceeds from borrowed-share sales by forward sellers
Resale prospectus supplement covers up to 261,753 shares issued as consideration for a recent lease amendment
Kennametal's Board said Chairman William Lambert will retire from the Board, including his Chairman role, at the conclusion of the October 27, 2026 annual shareholder meeting. The Board has appointed director Joseph Alvarado as his successor, effective October 28, 2026.
Lambert has served on the Board since March 2016 and as Chairman since October 2023.
Alvarado becomes incoming Chairman effective October 28, 2026.
Alvarado has been a director since 2018 and has chaired the Nominating/Corporate Governance Committee since 2023.
Alvarado is the retired Chairman, President and CEO of Commercial Metals Company.
CNH Industrial announced that Chief Technology Officer Jay Schroeder will retire effective January 1, 2027, and Agriculture Chief Commercial Officer Stefano Pampalone will retire effective September 1, 2026. Eric Shuman, currently Vice President, Precision Technology Product Management, will succeed Schroeder as CTO, while several other leaders take on expanded roles.
Jay Schroeder, Chief Technology Officer, retires effective January 1, 2027; both retirees are expected to stay on in advisory capacities
Eric Shuman, a more than 25-year company veteran, to be appointed Chief Technology Officer effective January 1, 2027
Stefano Pampalone, Agriculture Chief Commercial Officer, retires effective September 1, 2026; Chun Woytera, Carlo Materazzo and Markus Müller take expanded roles
Compensation arrangements for Mr. Shuman have not yet been finalized
Conagra Brands completed a public offering of $500 million of 5.400% Senior Notes due August 1, 2031, on July 28, 2026. The filing adds $500 million of new debt, and the notes carry customary covenants and a change-of-control repurchase offer at 101% of principal.
Offering size: $500 million aggregate principal of 5.400% Senior Notes due August 1, 2031
Interest payments begin February 1, 2027; notes are senior unsecured obligations
Change of Control Triggering Event requires an offer to repurchase at 101% of principal plus accrued interest
Underwriters: BofA Securities, Goldman Sachs, Mizuho Securities and Wells Fargo Securities under a July 21, 2026 underwriting agreement
Valmont Industries said Mogens C. Bay, the board's chair, will retire from the Board at the end of the company's fiscal year on December 26, 2026. He informed the Board of his decision on July 27, 2026. Catherine J. Paglia, the current Vice Chair and Lead Independent Director, will succeed him as Board Chair upon his retirement. The filing does not include any financial results or guidance.
Mogens C. Bay informed the Board on July 27, 2026, of his decision to retire from the Board
Retirement takes effect at the end of the fiscal year, December 26, 2026
Catherine J. Paglia, Vice Chair and Lead Independent Director, will become Board Chair upon his retirement
Conagra Brands said Executive Vice President and Chief Operating Officer Thomas McGough notified the company on July 24, 2026 that he will retire no later than September 4, 2026. The company will eliminate the chief operating officer position when he leaves, so the filing reports a leadership change rather than a financial result.
Thomas McGough, EVP and Chief Operating Officer, gave notice of retirement on July 24, 2026
Retirement is effective no later than September 4, 2026
The chief operating officer position will be eliminated upon his retirement
Hormel's board appointed John F. Ghingo, the company's current President and a board member, as President and Chief Executive Officer, effective October 26, 2026. Interim CEO Jeffrey M. Ettinger's service ends October 25, 2026, and he will remain on the board. The filing also sets Ghingo's new base salary at $1.28 million and a long-term incentive target of $6.8 million, which shareholders may watch as the company's leadership transition takes effect.
John F. Ghingo, age 53, appointed President and CEO effective October 26, 2026; he will also remain a board member.
Jeffrey M. Ettinger's interim CEO service concludes October 25, 2026; he will continue as a board member.
Ghingo's initial annual base salary is $1.28 million, with a short-term incentive target of 150% of base salary.
Long-term incentive target of $6.8 million per year, with about 50% in performance-based cash, 25% in stock options and 25% in restricted stock units.
Atlantic Union Bankshares agreed to sell $250 million of 6.25% fixed-to-floating rate subordinated notes due 2036 at 100% of principal, with closing expected on or about July 30, 2026. The company plans to use the proceeds to redeem $168.0 million of its 4.25% notes due 2029 and for general corporate purposes, including capital for Atlantic Union Bank.
Offering size: $250 million aggregate principal of 6.25% Fixed-to-Floating Rate Subordinated Notes due 2036, priced at 100.00% of principal
Underwriters' representatives: Keefe, Bruyette & Woods, Inc. and Piper Sandler & Co.
Closing expected on or about July 30, 2026, subject to customary conditions
Proceeds to repay $168.0 million of 4.25% notes due 2029 plus accrued interest; a conditional redemption notice has been delivered to those holders
Hasbro said President of Wizards of the Coast John Hight will stay in his current role through September 1, 2026, then become an Advisor reporting to the CEO until September 2, 2027, helping onboard a successor. The filing does not name a successor. His $800,000 base salary is unchanged, but he will not receive a fiscal 2027 bonus or new equity awards during the term.
Transition Agreement with John Hight is effective July 27, 2026.
Hight remains President of Wizards of the Coast through September 1, 2026.
From September 2, 2026 to September 2, 2027, he serves as Advisor and reports to the CEO.
Base salary stays at $800,000 annualized; no fiscal 2027 bonus and no new equity grants during the term.
Talos Energy agreed to acquire a 50% working interest in Block 29 offshore Mexico, operated by Repsol, for a contingent $30 million payment at final investment decision, a cash carry of up to $20 million on the next exploration well, and reimbursement of certain pre-closing costs. The company also amended its credit agreement to raise capacity for Mexico project financing by $50 million, non-recourse to Talos, and to allow investments in the block without the usual free cash flow test before December 31, 2027. Closing depends on Mexican regulatory approvals, and the estimated resource figures are not reserves.
Talos will hold a 50% working interest in Block 29, with Repsol as operator and sole co-participant.
Contingent $30 million payment at FID, plus a cash carry of up to $20 million on the next exploration well.
Polok and Chinwol discoveries estimated at more than 200 MMBoe of gross recoverable resource; partners expect to reach FID in 2027.
Second Amendment dated July 22, 2026 adds $50 million of non-recourse project financing capacity, effective on deal closing.
Lattice Semiconductor completed its acquisition of AMI on July 27, 2026, paying about $1 billion in cash and about 5.2 million shares and restricted stock units, subject to closing adjustments. The cash was funded from cash on hand and a $925.0 million term loan borrowed under the company's credit agreement, so the deal adds significant debt and share issuance for shareholders to weigh. The filing gives no AMI financial results; the company says it will provide them with its second quarter 2026 results on August 4, 2026.
Total consideration of about $1 billion in cash plus about 5.2 million shares and restricted stock units, subject to adjustments.
On July 27, 2026, Lattice borrowed $925.0 million under the delayed draw term loan facility to fund the cash consideration.
On July 27, 2026, Lattice issued 4,741,352 shares of common stock to the AMI sellers, with transfer restrictions releasing 25% per 90-day period.
The company will report AMI operating results with its second quarter 2026 results on August 4, 2026.
On July 27, 2026, Somnigroup entered into Amendment No. 5 to its 2023 Credit Agreement, providing a $1.2 billion term loan A and a $510 million incremental revolving commitment, with the revolver totaling $1.7 billion after the amendment. The company used $700 million to prepay part of its 2025 Term B loans and said the refinancing reduces expected annual interest expense by approximately $5 million, while the amendment also adjusts terms tied to its anticipated acquisition of Leggett & Platt.
Term loan A of $1.2 billion and revolving credit facility of $1.7 billion both mature July 27, 2031
$700 million prepayment of outstanding 2025 Refinancing Term B Loans
Company expects approximately $5 million lower annual interest expense
Amendment modifies terms for the anticipated Leggett & Platt, Incorporated acquisition and allows collateral release upon an Investment Grade Rating
Cracker Barrel said David Deno, former CEO of Bloomin' Brands, will become President and Chief Executive Officer and join the Board effective August 10, 2026, succeeding Julie Masino, who will also leave the Board. Masino will remain an employee until October 9, 2026 to assist the transition. The filing contains no financial results, so the leadership change is the main development for shareholders.
David Deno, age 69, was CEO of Bloomin' Brands from April 2019 to September 2024 and will become Cracker Barrel's CEO on August 10, 2026.
Deno's employment agreement sets a base salary of $1,000,000, an initial annual bonus target of 125% of base salary, and an initial long-term incentive target of 360% of base salary.
Deno will receive a one-time sign-on award of $200,000 in restricted stock units and $200,000 in stock options, vesting on the third anniversary of the grant date.
Masino's Transition Agreement provides separation payments and equity treatment consistent with a termination without Cause under her July 17, 2023 employment agreement.
Sarepta Therapeutics appointed Michael Severino, M.D., former CEO of Tessera Therapeutics, as chief executive officer effective July 28, 2026, and as a Class I director. Doug Ingram, the current CEO, departs as CEO and board member on that date and will serve as a consultant until December 31, 2026. The filing describes a sign-on equity package with a grant date value of approximately $35 million and a base salary of $1,180,000, which shareholders may track for compensation and leadership continuity.
Michael Severino, M.D., becomes CEO and a director effective July 28, 2026, succeeding Doug Ingram
Sign-on equity grant has an approximate grant date value of $35,000,000, including a $14,000,000 make-whole grant
Severino's employment agreement sets an annual base salary of $1,180,000 and a target bonus of 110% of base salary
Ingram will consult for the company until December 31, 2026, for a monthly fee of $15,000
National Health Investors named Christian Maingot as its first Chief Operations Officer, effective July 27, 2026. He most recently served as CEO of Longview Senior Housing, a Blackstone portfolio company, from May 2022 to April 2026, and has more than 20 years of senior housing experience. The filing sets out his initial compensation, which matters to shareholders because it shows the cost of the new executive role.
Board appointed Maingot on July 22, 2026; role effective July 27, 2026
Initial annual base salary of $415,000
Maximum 2026 performance-based cash bonus of $360,937 (prorated), plus a 2026 equity award with a target value of $375,833 (prorated), split equally between time-based restricted stock and performance-based restricted stock units
Previously spent more than a decade at Brookdale Senior Living, most recently as Senior Vice President of Corporate Development and Strategic Initiatives
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