AI brief of an SEC Form 8-K · CareTrust REIT (CTRE)

CareTrust REIT names Derek Bunker CFO, succeeding retiring William Wagner

Neutral Impact 4 of 5 leadership Written later

CareTrust REIT said Chief Financial Officer and Treasurer William Wagner will retire effective December 31, 2025, and its board appointed Derek Bunker as his successor effective January 1, 2026. Bunker has been the company's Senior Vice President of Strategy and Investor Relations since June 2025, and the company disclosed his 2026 base salary and incentive targets.

Key points

  • William M. Wagner retires as CFO and Treasurer effective December 31, 2025, and will remain an employee for a brief transition period.
  • Derek Bunker, age 37, becomes CFO and Treasurer effective January 1, 2026, after serving as SVP of Strategy and Investor Relations since June 2025.
  • Bunker's 2026 annual base salary is $475,000, with a short-term incentive target of $700,000 and a long-term incentive target of $750,000.
  • Lauren Beale, Chief Accounting Officer, will take on expanded responsibilities as part of the CFO transition plan.

The filing

CompanyCareTrust REIT (CTRE)
Form8-K, current report
Filed with the SECSep 23, 2025, 4:05 PM ET
Accession number0001628280-25-042476

Items reported: 5.02 Director / Officer Change7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:56 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on September 23, 2025.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.