SEC Filings
Omnicom's Chief Accounting Officer Retires After 25-Plus Years, Board Names Jordan Farnam To The Job
An 8-K says Andrew Castellaneta's exit involved no disagreement, and the board filled the post the same day with a 44-year-old insider.
Jonathan Ponciano
Editor @TheBullished. Ex-Forbes reporter/editor, UNC Chapel Hill, Columbia MBA. Bringing smart coverage and analysis to every corner of the stock market.
Deals
Skydance Names Bob Kotick And Laurene Powell Jobs Directors, Effective At Warner Bros. Discovery Merger Closing
An 8-K shows both appointments take effect only at closing, and Kotick will sit on the Nominating and Governance Committee.
SEC Filings
Lamb Weston's International Chief Leaves With No Cash Severance, But Keeps Prorated Equity And Three Years To Exercise Options
Marc Schroeder, President, International, stays through December 31, 2026, then advises until February 15, 2027, the company's 8-K says.
SEC Filings
Gendell's Tontine Group Still Holds 51.7% Of IES After DBM Global Deal Adds Shares
A Schedule 13D/A shows the group's stake fell from about 53.2% to about 51.7%, with no trades in 60 days and no new plans.
Deals
Roku Caps Deal Bonuses At $13 Million And Adds Valuation Inputs To Fox Merger Proxy
An 8-K adds Qatalyst's discount rates and peer values, and says CEO Anthony Wood gets no deal bonus; Roku calls the demand letters meritless.
Earnings
Fair Isaac Plans To Eliminate About 15% Of Positions, With A $27.0 Million Charge Due In Fourth Quarter
An 8-K says the credit-scoring company will flatten management layers and fold AI into product development, finishing by the end of fiscal third quarter 2027.
Earnings
Simpson Manufacturing's Stockton Land Sale Closed In Fourth Quarter, Not Third, And 2026 Guidance Stays Put
The company's 8-K says administrative procedures pushed the closing, moving the gain into the fourth quarter.
SEC Filings
Walker & Dunlop COO Theobald To Retire March 31, 2027; His Duties Will Be Split, Not Filled
An 8-K says the company will divide the chief operating officer's role among existing employees instead of naming a successor.
SEC Filings
Quest Diagnostics' Catherine Doherty To Retire In July 2027, With A $1.2 Million Stock Award First
An 8-K shows Doherty keeps her $650,000 salary and 80% incentive target while moving into a new executive vice president role.
SEC Filings
VTv Therapeutics Adds A Five-Day Proxy-Rule Check For Director Nominees In New Bylaws
The board also named federal courts as the forum for Securities Act suits and changed the voting standard for non-director matters.
SEC Filings
Cognizant Swaps Old Credit Lines For $550 Million Term Loan And $1.85 Billion Revolver Due 2031
The new JPMorgan-led facilities are unsecured, and a leverage cap of 3.50:1.00 applies, according to an 8-K.
Deals
Sysco Issues $10.75 Billion Of Senior Notes Plus $3.9 Billion Of Junior Debt For JRD Unico Purchase
An 8-K shows seven senior series, three dollar junior series and a euro tranche, with a special redemption if the acquisition fails.