US Executive Officer Management Changes SEC — July 29, 2026

USA Executive & Director Changes

By Gunpowder Editorial ·

36 high priority 36 total filings analysed

Executive Summary

This digest of 36 filings reveals a period of significant leadership transitions across the US equity landscape, with a notable number of CFO changes and board refreshments.

Key themes include a wave of insider equity actions (accelerated vesting, enhanced severance) to retain talent, and a mixed earnings season where companies like Fortrea and Stepan show operational turnarounds while others like Adaptive Biotechnologies and VF Corp navigate mixed results. The most critical developments are the CFO transitions at Lemonade, Owens Corning, and Clarivate, which create both execution risk and potential opportunity. Portfolio-level patterns show a clear bifurcation: companies with strong period-over-period growth (Dynatrace, Adaptive Biotechnologies) are investing in AI leadership, while those with declining metrics (VF Corp, Kohl's) are undergoing board refreshment. The data suggests a market favoring companies with clear strategic direction and operational discipline, as evidenced by the positive sentiment around appointments of AI and technology experts to boards.

Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →

Filing types in this digest: 8-K

Tracking the trend? Catch up on the prior US Executive Officer Management Changes SEC digest from July 28, 2026.

Investment Signals (10)

  • Q2 revenue down 4.5% YoY but adjusted EBITDA up 6.9% to $58.7M, book-to-bill of 1.06x, and raised full-year guidance (revenue $2,620M-$2,690M, adj. EBITDA $205M-$220M), signaling a successful turnaround

  • Q2 net income up 102% YoY to $22.9M, adjusted EBITDA up 45% to $74.4M, driven by Surfactant volume growth of 7% YoY and Polymer North American sales up double digits, indicating strong margin recovery

  • Q2 MRD revenue grew 33% YoY to $66.2M, test volume up 43% to 36,111 tests, and raised full-year MRD guidance to $268M-$278M, but GAAP net loss widened to $39.9M due to a one-time loss on extinguishment

  • VF Corp (MIXED)

    Q1 FY27 revenue ex-Dickies up 1% YoY, adjusted operating loss of $95M beat guidance of $100M, and raised FY27 revenue guidance to +2% or better constant currency, but Vans continues to decline 8% YoY

  • Dynatrace (BULLISH)

    Appointed Chandu Thota (VP Engineering at Google Workspace, ex-DeepMind) to the Board, signaling a strategic push into AI-powered observability, with no negative financial metrics

  • Appointed Jonathan M. Collins as CFO (base salary $775,000) and promoted Todd W. Fister to President and COO, with $1M retention awards for key division presidents, indicating a strong leadership bench and retention strategy

  • Clarivate (NEUTRAL)

    CFO Jonathan Collins stepping down to pursue another opportunity, with internal successor Michael Easton appointed, suggesting a planned transition but creating near-term uncertainty

  • Lemonade (NEUTRAL)

    CFO Tim Bixby transitions to Board member, with internal promotion of Nick Stead (SVP Finance) as new CFO, indicating a smooth succession plan

  • Enhanced severance benefits for CEO (up to 24 months salary + 200% bonus on CIC) and two other executives, signaling a potential M&A catalyst or retention strategy ahead of key milestones

  • NEXGEL (BULLISH)

    CEO Adam Levy's new employment agreement includes EBITDA-linked bonuses (10% of salary at $4M EBITDA, 50% at $8M), aligning management with profitability targets and signaling a focus on operational improvement

Risk Flags (10)

  • VF Corp/Vans Decline [HIGH RISK]

    Vans revenue declined 8% YoY (9% constant currency), with DTC growth more than offset by wholesale declines, indicating a prolonged brand turnaround risk

  • Immune Medicine revenue declined 40% YoY to $5.4M, and GAAP net loss widened to $39.9M from $25.6M, highlighting the risk of the business separation

  • First half 2026 net loss of $18.5M due to a $70.5M pre-tax restructuring charge, with full-year charges expected between $75M and $80M, and free cash flow negative $15.0M in Q2

  • Q2 revenue of $678.2M was down 4.5% YoY from $710.3M, indicating the turnaround is still in early stages despite raised guidance

  • Kohl's/Board Turnover [MODERATE RISK]

    Chair John Schlifske retired after 15 years, with new Chair Wendy Arlin (joined board only in Dec 2023) and new director Niren Chaudhary, creating governance uncertainty during a challenging retail environment

  • CEO Dr. Robert Quartermain retiring on Aug 18, 2026, with President Jack Henris assuming the role, introducing execution risk as the company advances the Richmond Hill Gold Project through permitting and construction financing

  • Founder and former CEO Jeffrey Harris appointed to the board after being replaced as CEO in March 2025, potentially signaling strategic disagreements or instability

  • Director Daniel Lewis not standing for re-election due to retirement, but the same individual was appointed to the board of Better Home & Finance on the same day, raising questions about time commitment

  • Director David Barse resigned effective July 27, 2026, with no reason given, and was immediately replaced by Daniel Lewis, who also resigned from Peraso, suggesting potential conflicts

  • Swarmer/CEO Resignation [MODERATE RISK]

    Global CEO Serhii Kupriienko resigned immediately, with no successor planned, creating leadership vacuum in the international operations

Opportunities (10)

  • Q2 adjusted EBITDA up 6.9% YoY, book-to-bill of 1.06x, backlog of $7,800M, and raised full-year guidance, suggesting the turnaround is gaining traction and the stock may be undervalued

  • Q2 net income up 102% YoY, Surfactant volumes up 7% YoY, and Polymer North American sales up double digits, indicating a strong cyclical recovery that may not be fully priced in

  • MRD revenue grew 33% YoY with 43% test volume growth, and the planned separation of MRD and Immune Medicine businesses could unlock value for the faster-growing MRD segment

  • Appointment of Chandu Thota from Google DeepMind to the board signals a strategic focus on AI-powered observability, which could drive product innovation and market share gains

  • Enhanced severance benefits for CEO (24 months salary + 200% bonus on change of control) suggest the company may be positioning itself for a potential acquisition, offering upside for shareholders

  • CEO's new EBITDA-linked bonus structure (up to 50% of salary at $8M EBITDA) strongly aligns management with profitability targets, creating a catalyst for operational improvement

  • Promotion of Todd Fister to President and COO and appointment of experienced CFO Jonathan Collins, combined with $1M retention awards, indicates a strong leadership team that could drive operational excellence

  • Appointment of Andy W. Mattes (former CEO of Coherent and Diebold Nixdorf) brings deep semiconductor and turnaround experience, which could support the company's silicon carbide strategy

  • Appointment of Chris Shackelton, a long-term shareholder and managing partner of Coliseum Capital, to the board aligns investor interests with management and could lead to improved capital allocation

  • VF Corp/Guidance Raise (OPPORTUNITY)

    FY27 revenue guidance raised to +2% or better constant currency, and The North Face Americas grew 8% YoY, suggesting the worst may be over for the company

Sector Themes (6)

  • CFO Transition Wave

    4 significant CFO changes in this batch (Lemonade, Owens Corning, Clarivate, Safe & Green Holdings), indicating a broader trend of finance leadership turnover that may signal strategic shifts or performance pressures

  • AI and Technology Expertise on Boards

    Multiple companies (Dynatrace, Humana, Wolfspeed, Sonos) appointed directors with deep AI and technology backgrounds, reflecting a market-wide push to integrate AI expertise at the board level

  • Mixed Earnings with Selective Optimism

    Companies like Fortrea and Stepan show strong operational improvements (adjusted EBITDA up 6.9% and 45% YoY respectively), while others like VF Corp and Adaptive Biotechnologies face headwinds in specific segments, suggesting a stock-picker's market

  • Insider Equity Actions for Retention

    Reliance Global Group accelerated vesting of restricted stock, and Kura Oncology enhanced severance benefits, indicating companies are using equity compensation to retain key talent amid a competitive labor market

  • Board Refreshment in Retail

    Kohl's and VF Corp are undergoing significant board changes, with new chairs and directors, suggesting a push for fresh perspectives in the struggling retail sector

  • Capital Allocation Focus on Dividends

    Tronox and Schneider National declared regular quarterly dividends ($0.05 and $0.10 per share respectively), indicating stable cash flow generation and commitment to shareholder returns despite mixed operating performance

Watch List (8)

  • VF Corp/Earnings Call
    👁

    Watch for Q2 FY27 results and Vans wholesale improvement trajectory, especially given the raised guidance and CFO transition [Next earnings: late Oct 2026]

  • Monitor whether the raised guidance materializes and if the book-to-bill ratio remains above 1.0x, indicating sustained demand [Next earnings: late Oct 2026]

  • Watch for details on the separation of MRD and Immune Medicine businesses, which could unlock significant value [No specific date announced]

  • Monitor the Richmond Hill Gold Project permitting and construction financing, as CEO transition adds execution risk [No specific date announced]

  • Watch for potential acquisition given the enhanced change-of-control severance benefits for the CEO [No specific date announced]

  • Monitor the transition of Nick Stead to CFO effective Jan 1, 2027, and any strategic changes under new finance leadership [Effective date: Jan 1, 2027]

  • Watch for the impact of new CFO Jonathan Collins starting Aug 10, 2026, and any changes in capital allocation strategy [Effective date: Aug 10, 2026]

  • Monitor the impact of new board member Andy Mattes on the company's silicon carbide strategy and turnaround efforts [No specific date announced]

Filing Analyses (36)
V F CORP 8-K mixed materiality 8/10

29-07-2026

VF Corp reported Q1 FY27 results that beat guidance, with revenue ex-Dickies up 1% YoY (flat constant currency) and adjusted operating loss of $95M slightly better than the $100M guidance. However, reported revenue declined 5% YoY, and Vans continued to struggle with an 8% decline (9% constant currency), as DTC growth was more than offset by wholesale declines. The company raised its FY27 revenue guidance to +2% or better constant currency, and announced a CFO transition with Abhishek expanding to CFO and COO.

  • · The North Face Americas grew 8% vs. LY, with growth across both channels.
  • · Vans Americas DTC continued to grow but was more than offset by global wholesale declines; Vans wholesale expected to improve significantly in H2 FY27.
  • · Timberland Americas grew 11% vs. LY (10% constant currency).
  • · Altra grew double-digits across regions and channels.
  • · Smartwool grew double-digits vs. LY across DTC and wholesale.
  • · Napapijri reset underway as planned, capitalizing on the road to the 2027 America's Cup in Naples.
  • · Packs (JanSport, Kipling, Eastpak) up vs. LY driven by growth at JanSport and Kipling ahead of back-to-school.
  • · FY27 free cash flow guidance flat to up vs. FY26's $405M, excluding $100M net pension termination impact in FY26 and any tariff refunds in FY27.
  • · FYE27 leverage ratio target of 2.6x to 2.9x.
  • · The company does not provide reconciliation of forward-looking non-GAAP measures due to inherent difficulty in forecasting certain items.
Reliance Global Group, Inc. 8-K neutral materiality 4/10

29-07-2026

Reliance Global Group, Inc. (RELIW) announced on July 27, 2026 that its Compensation Committee approved the accelerated vesting of restricted stock awards granted on June 24, 2026 under the 2025 Equity Incentive Plan. The unvested portion of these awards vested in full on July 27, 2026, benefiting certain employees, named executive officers, and directors. The company stated the accelerations are intended to further retention objectives, align management with shareholder value creation, and recognize past contributions.

  • · The accelerated vesting applies only to awards granted on June 24, 2026, which were originally scheduled to vest over time.
  • · The amendments were approved by the Compensation Committee, not the full Board.
  • · The filing does not disclose the total number of shares accelerated for all employees combined.
Lemonade, Inc. 8-K neutral materiality 5/10

29-07-2026

Lemonade, Inc. announced the transition of CFO Tim Bixby to a Class III Board member effective January 1, 2027, and the appointment of Nick Stead, currently SVP Finance, as the new CFO effective the same date. The filing contains no financial metrics or period-over-period comparisons, only organizational changes.

  • · Tim Bixby's transition to the Board is effective January 1, 2027.
  • · Nick Stead joined Lemonade in December 2019 as Director FP&A and was promoted to Senior Director FP&A and Investor Relations in September 2020.
  • · Stead served as SVP, Finance and Business Operations at Flex from February 2022 through March 2023 before returning to Lemonade as VP Finance in March 2023.
  • · Stead was promoted to SVP Finance in July 2024.
  • · Stead played an instrumental role in Lemonade's IPO, secondary offering, a strategic acquisition, and sales/marketing growth financing arrangements.
  • · Material terms of Bixby's transition and Stead's compensation will be disclosed in an amendment to this 8-K.
Fortrea Holdings Inc. 8-K mixed materiality 8/10

29-07-2026

Fortrea reported Q2 2026 revenue of $678.2M, down 4.5% YoY from $710.3M, but narrowed its GAAP net loss to $(13.2)M from $(374.9)M (which included a $309.1M goodwill impairment). Adjusted EBITDA rose 6.9% to $58.7M and adjusted EPS improved to $0.23 from $0.19. The company raised full-year 2026 guidance, reflecting confidence in its turnaround, though revenue remains below prior-year levels.

  • · Book-to-bill ratio for Q2 2026 was 1.06x, and 1.12x for the trailing twelve months.
  • · Backlog stood at $7,800 million as of June 30, 2026.
  • · Full-year 2026 guidance raised: revenue $2,620M to $2,690M; adjusted EBITDA $205M to $220M.
  • · Cash and cash equivalents decreased to $168.6M from $174.6M at year-end 2025.
  • · Total debt (current + long-term) was $1,054.3M, up slightly from $1,052.8M at year-end 2025.
  • · Accumulated deficit widened to $(1,420.0)M from $(1,383.2)M at year-end 2025.
Dynatrace, Inc. 8-K positive materiality 5/10

29-07-2026

Dynatrace announced the appointment of AI and technology leader Chandu Thota to its Board of Directors effective July 27, 2026. Mr. Thota brings over 20 years of experience from Google, Microsoft, and DeepMind, and currently serves as VP of Engineering at Google Workspace. The company sees his expertise as valuable for advancing its AI-powered observability strategy.

  • · Mr. Thota holds a Bachelor of Engineering in Electrical Engineering from Osmania University.
  • · His previous leadership roles at Alphabet include VP of the Product Unit/Applied AI group at Google DeepMind, VP of Business Platforms for Google Cloud, and VP of Engineering for Google Maps.
  • · Prior to joining Alphabet, he was a founder and CTO of a start-up that was acquired by Google, and held key engineering roles at Microsoft.
  • · Mr. Thota holds numerous patents in mobile, web, local search, and mapping technologies, and has authored two technical books.
STEPAN CO 8-K mixed materiality 8/10

29-07-2026

Stepan Company reported strong Q2 2026 results with net income up 102% YoY to $22.9M and adjusted EBITDA up 45% to $74.4M, driven by Surfactant and Polymer volume growth and margin recovery. However, the first half of 2026 showed a net loss of $18.5M due to a $70.5M pre-tax restructuring charge, and free cash flow was negative $15.0M in the quarter due to higher working capital. The company announced a plan to reduce its global salaried workforce by approximately 100 positions as part of Project Catalyst, with full-year restructuring charges expected between $75.0M and $80.0M.

  • · Q2 2026 Surfactant organic sales volume up 7% YoY with broad-based growth across all end markets and regions.
  • · Q2 2026 Polymer North American sales volume up double digits, including significant growth in Spray Foam, partially offset by lower volumes in Europe and Asia.
  • · Specialty Products adjusted EBITDA declined 3% in Q2 and 8% in the first half due to less favorable product mix in medium chain triglycerides.
  • · First half 2026 Polymer net sales were flat YoY at $308.0M vs $308.9M.
  • · Corporate expenses surged 232% in the first half to $106.3M, largely due to restructuring charges.
  • · The company expects full year restructuring charges of $75-80M with cash impact of $14-18M.
  • · The company anticipates full year Adjusted EBITDA growth, positive free cash flow, and continued deleveraging in 2026.
Core Scientific, Inc./tx 8-K neutral materiality 3/10

29-07-2026

Core Scientific appointed Mark W. Adams to its Board of Directors, expanding the board to seven members. Mr. Adams brings over 30 years of technology leadership experience, including as CEO of Penguin Solutions and senior roles at Micron Technology, and currently serves on the boards of Seagate Technology and Cadence Design Systems. The filing contains no financial results or period-over-period comparisons, so no positive or negative performance metrics are available.

  • · Mr. Adams served as President and CEO of Penguin Solutions from 2020 to 2026, leading a repositioning toward AI infrastructure solutions.
  • · He spent ten years at Micron Technology, including four years as President.
  • · He holds an MBA from Harvard University and a B.A. from Boston College.
  • · Core Scientific operates data centers in Alabama (1), Georgia (2), Kentucky (1), North Carolina (1), North Dakota (1), Oklahoma (1), and Texas (4).
  • · The company is repurposing its remaining mining facilities to support high-density colocation services.
PROCTER & GAMBLE Co 8-K neutral materiality 5/10

29-07-2026

Procter & Gamble announced that Shailesh Jejurikar, currently President and CEO, will also become Chairman of the Board effective August 1, 2026, succeeding Jon Moeller, who will retire as Executive Chairman on July 31, 2026 and leave the company on August 14, 2026. Moeller served 38 years at P&G, including roles as Executive Chairman, CEO, COO, and CFO. The leadership transition is orderly and pre-planned, with no financial results or performance metrics disclosed.

  • · Shailesh Jejurikar joined P&G in 1989 and has been on the global leadership team since 2014.
  • · Jejurikar has led global Fabric Care and Home Care businesses across North America, Europe, Asia, and Latin America.
  • · Jon Moeller's retirement from the Board is effective July 31, 2026, and from P&G effective August 14, 2026.
  • · P&G operates in approximately 70 countries worldwide.
HUMANA INC 8-K positive materiality 3/10

29-07-2026

Humana Inc. elected Paul Smith (Chief Commercial Officer at Anthropic) and Frederick Crawford (former President/COO of Aflac) to its Board of Directors, effective immediately. The appointments bring technology/AI expertise and deep insurance industry financial experience to the board, expanding its size to 13 directors. No negative or flat metrics are present as this is a governance update.

  • · Paul Smith brings over 30 years of experience in enterprise technology go-to-market strategies, including roles at ServiceNow, Salesforce, and Microsoft.
  • · Frederick Crawford served as CFO of three publicly traded insurers (Aflac, CNO Financial Group, Lincoln Financial Group) and later as President/COO of Aflac until 2024.
  • · Crawford sits on the board of Webster Financial Corporation, serving on Audit and Risk committees.
  • · The election is effective immediately, bringing the board to 13 directors.
SAFE & GREEN HOLDINGS CORP. 8-K neutral materiality 3/10

29-07-2026

Olenox Industries Inc. (formerly Safe & Green Holdings Corp.) appointed Kimberly Hawley as Interim CFO effective July 6, 2026, with an annual base salary of $250,000 and a $50,000 restricted stock grant vesting over 18 months. Ms. Hawley, age 57, brings over 30 years of financial leadership and will continue her existing role as CFO of Vivakor, Inc. The appointment is for a fixed term ending December 31, 2026, and the filing does not disclose any prior-period financial comparisons or performance metrics.

  • · Employment term is from July 6, 2026 to December 31, 2026.
  • · Ms. Hawley is a Certified Public Accountant (CPA) with a BBA from Loyola University Chicago and an MBA from Pepperdine University.
  • · She is subject to a one-year post-termination non-compete and non-solicit.
  • · No family relationships or reportable transactions under Item 404(a) were disclosed.
  • · The company changed its name from Safe & Green Holdings Corp. to Olenox Industries Inc. on December 19, 2022.
Federal Home Loan Bank of Atlanta 8-K neutral materiality 3/10

29-07-2026

FHLBank Atlanta announced a series of executive leadership changes effective August 10, 2026, including Alp Can moving from Chief Risk Officer to Chief Operating Officer, and the creation of a new Chief Collateral Officer role. The changes aim to enhance operational excellence and align leadership with the Bank's mission, though they involve interim appointments and expanded responsibilities rather than departures or external hires.

  • · The organizational changes go into effect August 10, 2026.
  • · Cristina Cowan will serve as Interim Chief Risk Officer while the Bank conducts an internal and external search for the role.
  • · Erin Martin has been named to a new role, Chief Collateral Officer, reporting to Alp Can.
  • · Haig Kazazian, CFO, will assume expanded responsibilities including oversight of affordable housing and community investment and vendor management.
HIGHWATER ETHANOL LLC 8-K neutral materiality 3/10

29-07-2026

William Garth resigned from the Board of Governors of Highwater Ethanol, LLC effective July 27, 2026. The resignation was not due to any disagreement with the company.

SILVER BOW MINING CORP. 8-K positive materiality 3/10

29-07-2026

Silver Bow Mining Corp. appointed Doug Stiles as President, effective July 27, 2026. Stiles, previously Vice President of Regulatory and External Affairs, brings over 25 years of Montana mining experience to lead the flagship Rainbow Block Project. The filing is a routine leadership update with no financial results or negative disclosures.

  • · Stiles holds a BS in environmental engineering from Montana Technological University and an MBA from Washington State University.
  • · He previously served as Director of Environmental Operations for Hecla Mining Company and General Manager of Hecla Montana.
  • · The Rainbow Block Project is located entirely on private patented lands under Montana DEQ jurisdiction.
  • · Stiles has experience permitting, developing, operating, and remediating the Rock Creek, Montanore, and Troy Mine projects in Montana.
Adaptive Biotechnologies Corp 8-K mixed materiality 8/10

29-07-2026

Adaptive Biotechnologies reported Q2 2026 revenue of $71.6M (+22% YoY), driven by MRD revenue of $66.2M (+33% YoY) and clonoSEQ test volume growth of 43% to 36,111 tests. However, Immune Medicine revenue declined 40% YoY to $5.4M, and GAAP net loss widened to $39.9M from $25.6M in Q2 2025, largely due to a $23.7M loss on extinguishment of the OrbiMed Purchase Agreement. The company raised full-year MRD revenue guidance to $268M-$278M and announced plans to separate its MRD and Immune Medicine businesses, while CSO Harlan Robins transitions to a strategic consultant role.

  • · Revenue from Genentech Agreement was zero in Q2 2026 vs. contributing in Q2 2025.
  • · Excluding Genentech, Immune Medicine revenue grew 8% YoY, masking the headline 40% decline.
  • · Interest and other income, net was $2.3M in Q2 2026 vs. $2.4M in Q2 2025.
  • · Interest expense was $2.7M in Q2 2026 vs. $2.9M in Q2 2025.
  • · Net loss per share (basic and diluted) was $(0.25) in Q2 2026 vs. $(0.17) in Q2 2025.
  • · Full-year 2026 total company operating expense guidance narrowed to $350M-$355M from $350M-$360M.
  • · Cash and marketable securities of $371.7M includes $15.1M held by Digital Biotechnologies, Inc.
  • · The company completed a $345M zero-coupon convertible senior notes offering and repaid the OrbiMed Purchase Agreement.
  • · Harlan Robins is transitioning from CSO to a strategic consultant role focused on MRD R&D and the Immune Medicine separation.
Owens Corning 8-K neutral materiality 5/10

29-07-2026

Owens Corning announced the appointment of Jonathan M. Collins as EVP and CFO, effective August 10, 2026, with a base salary of $775,000 and a target annual cash incentive of 100% of base salary. Concurrently, Todd W. Fister was promoted from EVP, CFO and COO to President and COO, while Brian D. Chambers remains CEO. The company also granted retention awards of $1 million each to the Presidents of Roofing and Doors to ensure leadership continuity.

  • · Jonathan M. Collins, age 47, previously served as EVP and CFO of Clarivate Plc since December 2021, and before that as EVP and CFO of Dana Incorporated from 2016 to 2021.
  • · Todd W. Fister, age 52, has been with Owens Corning since at least 2018, serving as EVP, CFO and COO since May 2026, and previously as EVP, CFO from September 2023 to May 2026.
  • · The retention awards to Nicolas Del Monaco and Rachel Marcon are in the form of RSUs that cliff vest after three years, subject to continued service.
  • · The initial equity award to Collins includes performance share units with a target of $1.5M (0% to 200% payout based on 2026-2028 performance criteria), $1M RSUs cliff vesting at 30 months, and $2M RSUs vesting 50% at 1 year and 50% at 18 months.
  • · Collins' sign-on bonus of $500,000 must be fully repaid if he voluntarily terminates employment within 12 months of the effective date.
  • · The severance agreement provides cash severance equal to two times base salary plus target annual incentive (reduced to one times under certain conditions), plus health insurance and outplacement assistance, subject to a one-year non-compete and non-solicitation.
CLARIVATE PLC 8-K neutral materiality 6/10

29-07-2026

Clarivate Plc announced the appointment of Michael Easton as Executive Vice President and Chief Financial Officer, effective August 8, 2026, succeeding Jonathan Collins who is stepping down. Easton, a tenured finance executive and former Chief Accounting Officer, brings over 25 years of experience. The company also reported its Q2 2026 financial results in a separate press release issued the same day, though specific financial figures were not included in this filing.

  • · Michael Easton most recently served as SVP and Chief Accounting Officer, leading core financial reporting and planning functions.
  • · Jonathan Collins is stepping down to pursue another opportunity.
  • · The outgoing CFO is credited with bringing rigor to financial management and executing the planned divestiture of the Life Sciences & Healthcare segment.
  • · Easton previously spent more than 14 years with Ernst & Young and holds bachelor's and master's degrees in accounting from Brigham Young University.
  • · A separate press release issued today reported Q2 2026 financial results; a conference call and webcast are scheduled for 9:30 AM ET.
Tronox Holdings plc 8-K neutral materiality 3/10

29-07-2026

Tronox Holdings plc announced a quarterly dividend of $0.05 per share, payable on October 9, 2026 to shareholders of record on August 10, 2026. The dividend declaration reflects the company's ongoing commitment to returning capital to shareholders, though the amount is modest relative to its market cap.

  • · Dividend payable on October 9, 2026 to shareholders of record on August 10, 2026.
  • · Tronox is the world's leading integrated manufacturer of titanium dioxide pigment.
  • · Company has approximately 5,700 employees across six continents.
Better Home & Finance Holding Co 8-K neutral materiality 2/10

29-07-2026

Better Home & Finance Holding Co announced the resignation of director David Barse, effective July 27, 2026, with no disagreement with the company, and the immediate election of Daniel Lewis to the board. Mr. Lewis will serve until the 2027 annual meeting and participate in the standard non-employee director compensation program. No committee assignments have been made yet.

  • · David Barse's resignation was not due to any disagreements with the company on operations, policies, or practices.
  • · Daniel Lewis has no family relationships with any director or executive officer and no material interest in any reportable transaction.
  • · Mr. Lewis will enter into the company's standard indemnification agreement.
CANADIAN PACIFIC KANSAS CITY LTD/CN 8-K neutral materiality 3/10

29-07-2026

CPKC announced the retirement of Board Chair Isabelle Courville, effective immediately, and the appointment of Vice-Chair Gordon Trafton as the new Chair, following the Board's succession plan. Courville, who served as Chair since 2019 and led the board through CP's transformative combination with Kansas City Southern, is succeeded by Trafton, a long-term board member with a 33-year railroad career. The leadership transition is orderly and pre-planned, with no negative financial or operational impacts disclosed.

  • · Isabelle Courville joined the Board on May 1, 2013, and served as Chair since May 7, 2019, becoming the first female to chair a Class 1 railway board.
  • · Gordon Trafton has been a board member since Jan. 1, 2017, and was appointed Vice-Chair on Jan. 28, 2026, as part of succession planning.
  • · Trafton retired from Canadian National in 2010 after a 33-year railroad career, including roles as SVP Strategic Acquisitions and Integration and SVP Southern Region.
  • · Courville chaired the Audit Committee (2014-2016) and the Management, Resources and Compensation Committee during her tenure.
KOHLS Corp 8-K neutral materiality 4/10

29-07-2026

Kohl's announced the retirement of Chair John Schlifske after 15 years of service, with Wendy Arlin unanimously elected as the new Chair effective immediately. The company also appointed Niren Chaudhary, former Panera Brands CEO and Chair, as an independent director. The leadership changes are part of an ongoing board refreshment process, with no financial metrics or performance data disclosed in the filing.

  • · Wendy Arlin has served on Kohl's Board since December 2023 and chaired the Finance and Audit Committees since May 2025.
  • · Niren Chaudhary's term expires at Kohl's 2027 annual shareholders' meeting, and he will serve on the Audit Committee.
  • · Chaudhary previously oversaw 130,000 associates across nearly 4,000 locations as CEO of Panera Brands.
  • · Arlin held leadership roles at L Brands for nearly 20 years and served as CFO of Bath & Body Works from August 2021 to July 2023.
  • · Chaudhary is also a Board Director for SIG Group AG and serves on its Compensation and Nomination/Governance Committees.
Kura Oncology, Inc. 8-K neutral materiality 3/10

29-07-2026

Kura Oncology, Inc. entered into amended and restated executive employment agreements with its Chairman/President/CEO Troy E. Wilson, Chief Commercial Officer Brian Powl, and Chief Operating Officer Kathleen Ford on July 24-27, 2026, primarily to modify severance provisions. The agreements enhance severance benefits for all three executives, with Wilson receiving up to 24 months' salary plus 200% target bonus upon a change-of-control termination, while Powl and Ford receive up to 18 months' salary plus 150% target bonus under similar circumstances. The filing does not disclose any financial results or performance metrics, and no period-over-period comparisons are available.

  • · Wilson severance (non-CIC): 12 months base salary, 12 months COBRA, option extension to 12 months.
  • · Wilson severance (CIC): 24 months base salary, 200% target bonus, 24 months COBRA, full equity acceleration (performance awards at target), option extension to 12 months.
  • · Powl/Ford severance (non-CIC): 12 months base salary, 12 months COBRA, option extension to 12 months.
  • · Powl/Ford severance (CIC): 18 months base salary, 150% target bonus, 18 months COBRA, full equity acceleration (performance awards at target), option extension to 12 months.
  • · Agreements will be filed with the Q3 2026 10-Q.
ENTEGRIS INC 8-K neutral materiality 5/10

29-07-2026

Entegris announced the appointment of Robert A. Bruggeworth, President and CEO of Qorvo, to its Board effective August 3, 2026, and the retirement of Executive Chair Bertrand Loy on July 31, 2026, with Lead Independent Director James F. Gentilcore becoming Chair. The changes reflect the culmination of the CEO succession plan following Dave Reeder's appointment as CEO in 2025, bringing the total board size to eight members.

  • · Robert A. Bruggeworth has served as President and CEO of Qorvo since 2015 and previously led RFMD for nearly 10 years.
  • · Bertrand Loy served as President and CEO for 13 years before becoming Executive Chair.
  • · Dave Reeder was appointed CEO in 2025 as part of the succession plan.
  • · Entegris is ISO 9001 certified and has facilities in the US, Canada, China, Germany, Israel, Japan, Malaysia, Singapore, South Korea, and Taiwan.
Sonos Inc 8-K positive materiality 5/10

29-07-2026

Sonos appointed Chris Shackelton, Co-Founder and Managing Partner of Coliseum Capital Management, to its Board of Directors effective July 28, 2026. The appointment adds a long-term investor perspective with experience in strategy, financial markets, and capital allocation, as the company continues to reshape its board with expertise in AI, product, hardware, and finance. The filing does not include any financial results or period-over-period comparisons.

  • · Chris Shackelton currently serves on the Board of Directors of Universal Technical Institute and has previously served on the boards of nine other companies.
  • · Shackelton has been a shareholder of Sonos for many years and has built a relationship with the company over the past four years.
  • · The appointment is effective July 28, 2026, and is part of a broader board evolution that has added directors with expertise in AI, product, hardware, public-company leadership, and finance.
  • · Sonos is headquartered in Santa Barbara, California, and serves over 17 million households in more than 60 countries.
Dakota Gold Corp. 8-K mixed materiality 7/10

29-07-2026

Dakota Gold Corp. announced leadership changes as it advances its Richmond Hill Gold Project toward production. Dr. Robert Quartermain will retire as CEO on August 18, 2026, transitioning to Co-Chair and Director, while President and COO Jack Henris will assume the CEO role. The company reported a strong cash position of $107 million as of March 2026, but faces the execution risk of advancing the project through permitting and construction financing.

  • · Dr. Quartermain served as CEO since November 2024 and will retire on August 18, 2026.
  • · Jack Henris joined Dakota Gold a year ago as President and COO before being promoted to CEO.
  • · Shawn Campbell will be appointed Chief Development Officer, responsible for shareholder engagement and sourcing construction financing.
  • · Amy Koenig will manage permitting processes as the company prepares to file a large-scale mine permit later this year.
  • · Dakota Gold aims for production at Richmond Hill as soon as 2029.
  • · The company is the largest mineral land holder in the Homestake District.
InspireMD, Inc. 8-K neutral materiality 3/10

29-07-2026

InspireMD, Inc. eliminated the position of Chief Commercial Officer Shane Gleason, effective July 31, 2026. The filing does not provide any financial or operational metrics, so no positive or negative performance data is available.

  • · The position elimination was effective July 23, 2026, with last day of employment on July 31, 2026.
  • · The filing includes no financial impact, severance details, or replacement plans.
NEXGEL, INC. 8-K neutral materiality 5/10

29-07-2026

NEXGEL, INC. entered into a new Executive Employment Agreement with CEO Adam Levy on July 23, 2026, replacing the prior 2025 agreement. The new agreement sets a base salary of $375,000 per year, provides for a discretionary cash bonus of up to $25,000 for FY2026, and introduces EBITDA-linked cash bonuses (10% of salary at $4M EBITDA, 30% at $6M, 50% at $8M). Mr. Levy also received a grant of options to purchase 160,000 shares at $0.647 per share, vesting over time. The agreement includes severance benefits and customary non-compete and non-solicitation clauses.

  • · The Levy Employment Agreement supersedes and replaces the prior 2025 agreement that expired on December 31, 2025.
  • · EBITDA bonus tiers are not cumulative; only one tier may be earned for FY2026.
  • · The option grant has a five-year term and a per share exercise price of $0.647.
  • · In the event of a Change in Control, any unvested portion of the option grant accelerates and vests immediately prior to the Change in Control.
  • · Severance benefits include 12 months of base salary, pro-rata target bonus, COBRA reimbursement, and equity acceleration.
  • · Post-employment restrictions include a one-year non-competition in the U.S., one-year employee non-solicitation, and two-year customer/vendor non-solicitation.
Flowco Holdings Inc. 8-K neutral materiality 3/10

29-07-2026

Flowco Holdings Inc. (FLOC) announced the resignation of Chad Roberts, Executive Vice President of Production Solutions, effective August 3, 2026. Mr. Roberts will continue in his role until his departure. The filing does not provide any financial metrics or performance data.

  • · Resignation effective as of close of business on August 3, 2026.
  • · Mr. Roberts will continue serving in his current role until the effective date.
Swarmer, Inc 8-K neutral materiality 5/10

29-07-2026

Swarmer, Inc. announced the immediate resignation of Serhii Kupriienko as Chief Executive Officer (Global) and as CEO of its subsidiary Autonomous Robotics Systems LLC, effective July 26, 2026. He will remain on the Board until the 2029 annual meeting. Alexander Fink, the existing CEO (U.S.), will continue as principal executive officer, and the company does not plan to appoint a successor for the Global CEO role at this time.

  • · Mr. Kupriienko's resignation is effective immediately as of July 26, 2026.
  • · He will continue to serve as a Board member until the 2029 annual meeting of shareholders.
  • · The company does not intend to appoint a successor to the role of Chief Executive Officer (Global) at this time.
  • · Mr. Kupriienko also resigned as CEO of Autonomous Robotics Systems LLC, a subsidiary of Swarmer, Inc.
  • · He will receive compensation and benefits accrued through the resignation date per his employment agreement and equity incentive plans.
Peraso Inc. 8-K neutral materiality 3/10

29-07-2026

Peraso Inc. (PRSO) disclosed that Director Daniel Lewis will not stand for re-election at the 2026 annual meeting due to his planned retirement, effective upon the expiration of his current term. The company emphasized that his departure is not the result of any disagreement with Peraso's operations, policies, or practices.

  • · Mr. Lewis' term expires at the Company's 2026 annual meeting of stockholders.
  • · The departure is for retirement and not due to any disagreement with the Company.
ALPHA MODUS HOLDINGS, INC. 8-K neutral materiality 3/10

29-07-2026

On July 28, 2026, Alpha Modus Holdings, Inc. terminated Thomas Gallagher as Chief Revenue Officer without cause. The filing does not disclose a replacement or any severance arrangements. No financial figures or performance metrics are provided.

  • · Termination was without cause.
  • · No replacement or interim appointment was announced.
  • · No severance or compensatory arrangements were disclosed.
FuboTV Inc. 8-K neutral materiality 3/10

29-07-2026

FuboTV Inc. filed an 8-K on July 29, 2026, reporting that at its annual meeting stockholders approved an amendment to the Certificate of Incorporation to allow removal of directors with or without cause by a majority vote of shareholders. The amendment was signed by CEO Alisa Bowen on July 28, 2026. No financial results or operational metrics were disclosed in this filing.

  • · The amendment changes Article VII, Section 7.05 of the Certificate of Incorporation.
  • · Directors may now be removed with or without cause by a majority vote of shareholders.
  • · The amendment was approved by stockholders at the annual meeting.
  • · The filing includes items 5.02, 5.03, 5.07, and 9.01, covering director/officer changes, amendments to articles, stockholder votes, and exhibits.
WOLFSPEED, INC. 8-K positive materiality 5/10

29-07-2026

Wolfspeed appointed Andy W. Mattes to its Board of Directors, effective July 29, 2026. Mattes brings over 40 years of semiconductor and technology leadership, including CEO roles at Coherent and Diebold Nixdorf, and current board seats at AT&S AG, ams OSRAM AG, and Cohu, Inc. The appointment is intended to support the company's focus on disciplined execution and long-term growth in silicon carbide technology.

  • · Mattes has more than two decades of public-company Board experience.
  • · He currently serves on the boards of AT&S AG, ams OSRAM AG, and Cohu, Inc.
  • · The appointment is effective immediately as of July 29, 2026.
  • · Wolfspeed is a global leader in silicon carbide technology, focusing on power electronics, electrification, energy efficiency, and advanced industrial applications.
Schneider National, Inc. 8-K neutral materiality 3/10

29-07-2026

Schneider National, Inc. announced a quarterly cash dividend of $0.10 per share on its Class A and Class B common stock, declared on July 27, 2026, payable on October 9, 2026 to shareholders of record as of September 11, 2026. The filing also includes the departure of a director/officer (Item 5.02), but no details on that event are provided in the exhibit. The dividend declaration is a routine capital allocation update with no negative or flat metrics to report.

  • · Dividend record date: September 11, 2026
  • · Dividend payment date: October 9, 2026
  • · Filing includes Item 5.02 (Director/Officer Departure/Election) but no details provided in the exhibit
AeroVironment Inc 8-K neutral materiality 3/10

29-07-2026

AeroVironment announced the planned retirement of Stephen F. Page from its Board of Directors at the 2026 Annual Meeting, after 13 years of service. The company highlighted his contributions to its transformation into a multi-domain defense technology provider. No financial metrics or performance data were disclosed in this filing.

  • · Stephen F. Page will not seek re-election and will retire at the 2026 Annual Meeting of Stockholders.
  • · Page served on the Board for 13 years.
  • · The company describes itself as a multi-domain defense technology provider covering air, land, sea, space, and cyber.
  • · AV_Halo™ is a modular, mission-ready suite of AI-powered software tools.
XCEL ENERGY INC 8-K neutral materiality 3/10

29-07-2026

Xcel Energy Inc. elected Peter Carter, 63, to its Board of Directors effective July 29, 2026, increasing the board size from 10 to 11 members. Mr. Carter, currently President of Delta Air Lines, will serve on the Audit and Governance, Compensation and Nominating Committees and is deemed independent under Nasdaq rules. The filing contains no financial results or period-over-period comparisons, only a routine director appointment.

  • · Mr. Carter previously served as Delta's Executive Vice President, Chief External Affairs Officer (Oct 2022–Apr 2026) and Executive Vice President, Chief Legal Officer (2015–Oct 2022).
  • · From 1999 to 2015, he was a Partner at Dorsey & Whitney LLP.
  • · His compensation will be prorated from July 29, 2026 to the 2027 Annual Meeting of Shareholders.
  • · No related person transactions under Item 404(a) of Regulation S-K were reported.
SpringBig Holdings, Inc. 8-K neutral materiality 3/10

29-07-2026

SpringBig Holdings, Inc. appointed Jeffrey Harris, the company's founder and former CEO (until March 2025), to fill a vacancy on its Board of Directors as a Class II director, effective July 26, 2026. Mr. Harris, age 62, currently serves as CEO of InteQ, a company he also founded. No compensatory arrangements or committee assignments were disclosed.

  • · Mr. Harris was not appointed to any committee of the Board.
  • · His term as Class II director expires at the next annual meeting where Class II directors are elected.
  • · There are no arrangements or understandings with any other persons regarding his selection as a director.

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