1,853 material Form 8-K filings that 1,500 companies we cover made with the SEC in September 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).
On September 22, 2026, Methode Electronics' Compensation Committee awarded time-based and performance-based restricted stock units to its executive officers as its fiscal 2027 long-term incentive program. The package includes a separate 150,000-unit time-based award to CEO Jonathan DeGaynor that vests in full on September 22, 2031, subject to continued employment.
CEO Jonathan DeGaynor received 150,000 time-based RSUs, plus 155,840 time-based RSUs and 155,840 target PSUs under the 2027 LTI Program.
Time-based RSUs for the other named executives vest over three years at 33%, 33% and 34%.
PSUs may be earned on July 15, 2029, based on ROIC (40%) and annualized TSR (60%) over fiscal 2027 to fiscal 2029, with 0% to 200% payout.
The awards were made under the 2026 Omnibus Incentive Plan, with advice from consultant Frederic W. Cook & Co., Inc.
Live Nation said it will hire Da-Wai Hu as Executive Vice President, General Counsel and Secretary starting November 2, 2026. Separately, it amended the employment agreement of current general counsel Michael G. Rowles, extending his term to December 31, 2029 and changing his role to Senior Legal Advisor from January 1, 2028.
Da-Wai Hu to become EVP, General Counsel and Secretary beginning November 2, 2026
Rowles' employment agreement term extended from December 31, 2027 to December 31, 2029, effective November 1, 2026
From January 1, 2028, Rowles' title becomes Senior Legal Advisor with a $500,000 annual base salary and no contractual bonus opportunity
Rowles' severance on termination without cause or for good reason is a lump sum of base salary through December 31, 2029
Warner Music Group disclosed an employment agreement with Valentin Blavatnik, a member of its Board of Directors, who will serve as Managing Director, Warner Recorded Music, North America and UK, and Corporate Development, effective September 25, 2026. The filing sets a $600,000 annual base salary and an at-will arrangement, and it says the agreement is a material definitive agreement because the role adds a full-time executive position for a director. The filing does not give a financial result, so the direct effect on shareholders appears limited to compensation and governance terms.
Agreement dated September 24, 2026; role effective September 25, 2026
Annual base salary of $600,000; incentive plan discussions planned for the 2028 fiscal year
Severance equal to the greater of the policy amount or current annual base salary if terminated without Cause, for disability, or for Good Reason
Full-time, exclusive service, with exceptions including services to Access Industries; full text to be filed with the Form 10-K for the fiscal year ending September 30, 2026
BitGo Holdings disclosed that Chief Operating Officer Jody Mettler informed the board on September 21, 2026 that she intends to resign, effective October 16, 2026. The company says the resignation is not due to any disagreement over operations, policies, or practices, and she will help transition her duties to other leadership team members.
Jody Mettler informed the board of her resignation as Chief Operating Officer on September 21, 2026.
Resignation is effective October 16, 2026.
The company states there was no disagreement with it on operations, policies, or practices.
Her existing roles and responsibilities will be transitioned to other leadership team members before she departs.
Texas Pacific Land amended the employment agreements of CEO Tyler Glover, CFO Chris Steddum and General Counsel Micheal W. Dobbs, extending their expiration date from December 31, 2026 to December 31, 2029. The company also said its 2027 annual meeting is planned for May 6, 2027, which is more than 30 days earlier than the anniversary of its 2026 meeting, so stockholder proposals and nominations have deadlines set by the filing.
Employment agreements for Tyler Glover (CEO), Chris Steddum (CFO) and Micheal W. Dobbs (SVP, Secretary and General Counsel) now run to December 31, 2029.
Agreements renew automatically for one-year terms unless either party gives notice at least 120 days before the term ends.
2027 annual meeting intended for May 6, 2027; 2026 annual meeting is scheduled for November 5, 2026.
Stockholder proposals for the 2027 proxy materials are due by November 27, 2026; other nominations or proposals must be received between January 6, 2027 and February 5, 2027.
Pool Corporation's Board appointed Jean-Marc Germain, former CEO of Constellium SE, as a director effective September 30, 2026, increasing the Board from eight to nine members. The appointment is a board composition change rather than a financial result, and the filing discloses no effect on the company's financial figures.
Jean-Marc Germain appointed director by the Board on September 23, 2026, effective September 30, 2026.
Board size increased from eight to nine directors; Germain serves until the 2027 annual meeting of shareholders.
Germain was CEO of Constellium SE from 2016 to 2025 and is named to the Board's Strategic Planning Committee.
BlackRock TCP Capital Corp. said Chief Operating Officer Patrick Wolfe will resign effective December 18, 2026, and its board appointed Dan Worrell, currently the company's President, to succeed him in that role on the same date. Worrell will also become COO of two affiliated BlackRock vehicles, and he will keep his President title. The filing describes a planned leadership transition rather than a change in financial results or strategy.
Patrick Wolfe resigned as COO on September 22, 2026, to pursue other business opportunities outside BlackRock, Inc.; the filing says the resignation involved no disagreement with the company or BlackRock, Inc.
The board appointed Dan Worrell as COO on September 25, 2026, effective close of business December 18, 2026.
Worrell was Co-Chief Investment Officer of the company, BDLC and BDEBT from November 6, 2024, until September 2, 2026, and is currently President of all three.
Lithia Motors said director Heidi L. O'Neill resigned from its Board of Directors, effective September 25, 2026, citing personal reasons. The company said the resignation was not due to any disagreement with it on its operations, policies, or practices.
Heidi L. O'Neill notified the Board of her resignation on September 25, 2026, effective the same day.
The company said the resignation is for personal reasons and not the result of any disagreement.
The filing does not name a replacement director or describe any compensation arrangement.
El Pollo Loco Holdings appointed Damon Thomas as Chief Operating Officer, effective September 21, 2026, reporting directly to CEO Elizabeth Williams. His offer letter sets a $425,000 base salary, a target bonus of 75% of base salary, and a minimum 2026 bonus of $225,000, which adds to the company's executive compensation costs.
Thomas, age 49, was previously Senior Vice President, Operations at Shake Shack Enterprises from August 2023 to September 2026.
Offer letter includes a $425,000 annual base salary, a 75% target cash bonus, and a $25,000 sign-on bonus.
Beginning in 2027, he is eligible for an annual equity award with a grant date value of about $400,000; a one-time grant of about $500,000 is also planned.
Severance is generally 12 months of continued base salary if terminated without cause or if he resigns for good reason.
BKV's Board adopted an Executive Severance Plan on September 24, 2026, covering the company's named executive officers. The plan sets severance pay and benefits if a participant is terminated without cause or resigns for good reason, with larger payouts if this happens within two years after a change in control.
Plan adopted September 24, 2026, on the Compensation Committee's recommendation; initial participants include the named executive officers
Outside a change-in-control period, CEO receives 2.0 times base salary plus target bonus over 24 months; other participants receive 1.0 times over 12 months
Within two years after a change in control, CEO receives a lump sum of 3.0 times base salary plus target bonus; other participants receive 2.0 times
Stoke Therapeutics disclosed that Director Edward M. Kaye, M.D. resigned from the Board and its Research and Development Committee effective September 23, 2026, and that the company said the resignation was not due to any disagreement. The Board appointed Alexander (Bo) Cumbo as a Class III director the same day to fill the vacancy, a board change that is routine for shareholders.
Edward M. Kaye, M.D. resigned as Class III director and from the R&D Committee, effective September 23, 2026; the filing says no disagreement was involved.
Alexander (Bo) Cumbo appointed Class III director effective September 23, 2026, with a term expiring at the 2028 Annual Meeting.
Cumbo receives a $45,000 annual cash retainer and an initial stock option for 39,674 shares, valued at approximately $724,000 under ASC 718.
The Board determined Cumbo is independent under SEC and Nasdaq rules.
Monster Beverage said Rob Gehring, its Chief Executive Officer, Americas, will resign effective November 30, 2026, to return to The Coca-Cola Company as president of its North America operating unit. Emelie C. Tirre, Chief Strategy Officer, will take on the Americas and the Caribbean on an interim basis starting December 1, 2026, which matters to shareholders because it is a senior leadership change in the company's largest region's management.
Rob Gehring gave notice on September 21, 2026, and remains in his role through November 30, 2026.
Gehring will join The Coca-Cola Company as president of its North America operating unit.
Emelie C. Tirre, Chief Strategy Officer, will lead the Americas and the Caribbean on an interim basis effective December 1, 2026.
Tirre previously served as Chief Commercial Officer of the Americas, the Caribbean and Oceania through February 24, 2026.
Nextdoor Holdings disclosed that Craig Lisowski, its President of Products, resigned on September 21, 2026, with the departure taking effect October 16, 2026. The company said the resignation is not the result of any disagreement over its operations, policies or practices. The filing does not name a successor or give a reason beyond that statement.
Craig Lisowski resigned as President of Products on September 21, 2026.
His resignation takes effect October 16, 2026.
The company states the resignation did not result from any disagreement with its operations, policies or practices.
Circle Internet Group said CFO Jeremy Fox-Geen intends to step down, and he will stay in the role through the end of December 2026 unless a successor is appointed sooner. The company has started a search for a new CFO with an executive search firm, and it also disclosed that co-founder P. Sean Neville resigned from the Board, reducing its size from eight to seven directors.
Jeremy Fox-Geen, CFO for more than five years, will remain CFO through December 31, 2026, or until a successor is appointed
Under a Post-Termination Restrictive Covenant Agreement, he will receive an aggregate cash payment of $1,050,000 paid over 12 months after his resignation date
P. Sean Neville, a co-founder and director since 2016, resigned from the Board effective September 25, 2026; the Company said the departure was not due to any disagreement
CoreCivic CEO Patrick Swindle resigned as President, CEO and director effective September 24, 2026, due to health reasons. Lucibeth Mayberry, the company's Executive Vice President and Chief Strategy Officer, was named President and CEO and appointed to the Board on the same date, and she said she is committed to continuing the current capital allocation strategy.
Swindle resigned as President, CEO and Board member effective September 24, 2026, due to health reasons.
Mayberry, Executive Vice President and Chief Strategy Officer since May 2025, became President and CEO effective September 24, 2026, with an annual base salary of $900,000.
Mayberry's short-term cash incentive target is 135% of her base salary; her 2027 long-term equity grant is about $2.5 million.
Swindle will serve as Special Advisor through September 24, 2028, and will receive $2,293,270 in cash and an $8,059,609 lump sum in exchange for forfeited equity awards, subject to a release of claims.
Stitch Fix said director J. William Gurley will not seek re-election and will retire from the Board when his current term expires at the company's 2026 Annual Meeting of Stockholders. The filing states his decision is not the result of any disagreement with the company on its operations, policies, or practices.
Gurley notified the company of his decision on September 21, 2026.
He will leave the Board when his current term ends at the 2026 Annual Meeting of Stockholders.
The filing says the decision did not stem from any disagreement with the company.
Siebert Financial Corp. reported that director Gloria E. Gebbia resigned from its Board of Directors on September 22, 2026, to focus on public relations and philanthropic endeavors, and that the company said the resignation was not due to any disagreement. The same day, the Board appointed John M. Gebbia, Co-Chief Executive Officer of subsidiary Muriel Siebert & Co., LLC, to fill the vacancy. The change is a board seat replacement with no financial figures disclosed.
Gloria E. Gebbia resigned from the Board on September 22, 2026; the filing states no disagreement with the company.
John M. Gebbia was appointed to the Board on September 22, 2026, to fill the resulting vacancy.
John M. Gebbia has served as Co-Chief Executive Officer of Muriel Siebert & Co., LLC and has been in the brokerage industry since 1990.
His board pay will match the company's other employee directors, as described in the Form 10-K filed March 30, 2026.
On September 22, 2026, LTC's board increased its size from six to eight members and elected Co-Presidents and Co-CEOs Pamela J. Shelley-Kessler and Clint B. Malin to the new seats. Both will continue in their executive roles, and the filing reports no changes to their compensation from the board election. The move puts two senior executives on the board, and the press release says five of the eight directors are independent.
Board size rose from six to eight; both directors were elected effective September 22, 2026.
Shelley-Kessler, age 60, was CFO from 2007 through December 2024; Malin, age 54, was Chief Investment Officer through April 2025.
Neither director has been appointed to a board committee, and no compensation changes were disclosed.
The press release states five of the eight directors are independent.
Teladoc Health said its Chief Legal Officer and Secretary, Adam C. Vandervoort, will resign effective November 1, 2026, with the resignation made for good reason under his executive severance agreement. Jonathan Dorfman, the company's Senior Vice President, Securities & Corporate Law, will succeed him in both roles, which matters to shareholders as a senior legal leadership change with a defined handover period.
Adam C. Vandervoort notified the company of his resignation on September 24, 2026, effective November 1, 2026.
Vandervoort will provide advisory services, including transition support, until November 1, 2027, with no compensation for those services.
Jonathan Dorfman will become Chief Legal Officer and Secretary after Vandervoort's departure.
Seth Bernstein will retire as CEO of AllianceBernstein effective March 31, 2027, and will step down as head of asset management at Equitable Holdings. Onur Erzan, currently AB's President and a member of Equitable's Management Committee, will become AB's CEO and President effective April 1, 2027. At the September 23, 2026 annual meeting, shareholders elected all nine director nominees, ratified PricewaterhouseCoopers as auditor, and approved the advisory vote on executive pay.
Seth Bernstein retires as AB CEO effective March 31, 2027, and steps down as Equitable's head of asset management; he will remain on the AB Board.
Onur Erzan named AB CEO and President effective April 1, 2027, with a fiscal 2027 total compensation target of $13.5 million and a base salary of $650,000.
Bernstein's retirement agreement includes a $2.5 million AB Holding unit award and 26 weeks of salary continuation totaling $325,000, subject to compliance conditions.
Annual meeting on September 23, 2026: PricewaterhouseCoopers ratified with 241,391,012 votes for and 7,850,494 against; say-on-pay approved with 235,558,213 votes for.
Cencora's Board appointed Robert E. Sanchez, former Chair and CEO of Ryder System, as a director effective October 1, 2026, expanding the board from ten to eleven members. The filing describes this as a board governance change and does not report any financial results or guidance.
Board appointed Robert E. Sanchez on September 24, 2026; effective date October 1, 2026
Board increased from ten to eleven members to accommodate the appointment
Sanchez will receive the same compensation as other non-employee directors; he has not been named to any committee
Sanchez retired as Chair and CEO of Ryder System in March 2026 and currently serves on the Texas Instruments board
Navient's board appointed Diane E. Offereins as an independent director effective September 24, 2026, filling a seat left open after a board member retired in June 2026. She will serve on the Audit Committee and the Compensation and Human Resources Committee, and the company said it is not aware of any transactions requiring disclosure under Item 404(a) of Regulation S-K.
Appointment effective September 24, 2026; announced in a news release dated September 25, 2026
Board determined she meets Nasdaq Rule 5605(a)(2) independence qualifications
Will serve on the Audit Committee and the Compensation and Human Resources Committee
Previously spent over 24 years at Discover Financial Services, ending as Executive Vice President, Payment Services
AllianceBernstein said CEO Seth Bernstein will retire on March 31, 2027, and President Onur Erzan will succeed him as President and Chief Executive Officer effective April 1, 2027. Bernstein will remain on the AB Board of Directors, and Erzan will join the board on the same date, so shareholders face a planned leadership transition rather than a change in reported financial results.
Seth Bernstein retires as CEO effective March 31, 2027; he will continue on the AB Board of Directors.
Onur Erzan, age 50, has been AB's President since January 5, 2026 and will become President and CEO effective April 1, 2027.
Erzan's fiscal 2027 total compensation target is $13.5 million, including a $650,000 base salary and a $5.8 million cash bonus.
Bernstein's retirement agreement includes a $2.5 million restricted unit grant and a $1.0 million 2026 Equitable Holdings award; AB reported $919 billion in assets under management as of August 31, 2026.
FactSet appointed Marcel Prins as a non-employee director on September 23, 2026, as disclosed in a September 25, 2026 filing. Prins previously served as Chief Operating Officer and a director of Robeco from 2022 to 2026, and the filing states he will receive the company's existing director compensation program.
Board appointment of Marcel Prins made September 23, 2026; announced in press release dated September 25, 2026
Prins was Chief Operating Officer and a director of Robeco from 2022 to 2026
Prins will participate in the existing non-employee director compensation program described in the October 27, 2025 proxy statement
Filing states no arrangements with other persons for his selection and no related party transactions
Duke Energy's board appointed Joyce Mullen as a non-employee director effective September 28, 2026, with her term running to the 2027 annual meeting. She also joins the Audit Committee and the Operations and Nuclear Oversight Committee, and the board has determined she is independent. The change adds a director with technology and executive experience but involves no financial results or guidance.
Joyce Mullen appointed to the board by the Board on September 24, 2026, effective September 28, 2026
Mullen joins the Audit Committee and the Operations and Nuclear Oversight Committee
Mullen retired as president and CEO of Insight Enterprises in April 2026 and remains there as executive vice president of strategic development
She is subject to the director stock ownership guideline of $700,000
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.