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Executive changes

Finance Insurance and Real Estate, latest filing in July 2026

8 companies with executive changes, every filing linked: Leadership changes at Cnb Financial Corp/Pa (2026), Leadership changes at Equinix Inc (2026), Leadership changes at Kinetic Seas Inc. (2026), Leadership changes at Lazard, Inc. (2026), Leadership changes at NewLake Capital Partners, Inc. (2026), Leadership changes at Peoples Bancorp Of North Carolina Inc (2026) and more. Each section is the company's full record from its filings, newest filings first within each section.

8 companies with executive changes on this page (Finance Insurance and Real Estate, latest filing in July 2026), each linked to its filing, starting with Leadership changes at Cnb Financial Corp/Pa (2026), Leadership changes at Equinix Inc (2026), Leadership changes at Kinetic Seas Inc. (2026). Free check on any of them: https://mentionfox.com/check

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Leadership changes at Cnb Financial Corp/Pa (2026)

Changes2
Out (departing)2
Latest filing2026-07-10

Cnb Financial Corp/Pa reported a change among its directors and officers to the SEC on Form 8-K, Item 5.02, on 2026-07-10. It names 1 person. Every row below is cited to the filing it comes from, and this page adds each new change as Cnb Financial Corp/Pa files it.

DateRecordFigureOur pageSource
March 26, 2026Stake report, Schedule 13G/A, by The Vanguard Group—5%+ stakesSource
February 10, 2026Stake report, Schedule 13G/A, by Wellington Management Group LLP8.8% of the class5%+ stakesSource
November 12, 2025Stake report, Schedule 13G, by Wellington Management Group LLP6.4% of the class5%+ stakesSource
October 17, 2025Stake report, Schedule 13G/A, by BlackRock, Inc.6.4% of the class5%+ stakesSource
July 15, 2025Stake report, Schedule 13G, by Dimensional Fund Advisors LP5.1% of the class5%+ stakesSource
FiledIn / outPersonRoleEffectiveSource
2026-07-10OutGary OlsonDirector2026-07-318-K, 2026-07-10
2026-07-10OutGary Olson2026-07-318-K, 2026-07-10

For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.

  • Director: Gary Olson, departure reported, effective 2026-07-31 (filed 2026-07-10). No successor is named in these filings.
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Filed 2026-07-10 · 8-K
On July 6, 2026, Gary Olson, a member of the Board of Directors of CNB Financial Corporation (the "Company"), notified the Company of his resignation from the Company's Board of Directors for personal reasons, effective July 31, 2026.
In addition to resigning from the Board of Directors of the Company, Mr. Olson resigned from the Board of Directors of the Company's subsidiary bank, CNB Bank, effective July 31, 2026.

Also stated in this filing

  • Mr. Olson's resignation was not the result of any disagreement between the Company and Mr. Olson on any matter relating to the Company's operations, policies or practices.

Leadership changes at Equinix Inc (2026)

Changes2
Out (departing)1
Latest filing2026-07-14

Equinix Inc reported changes in 2 filings among its directors and officers to the SEC on Form 8-K, Item 5.02, from 2026-05-11 to 2026-07-14. They name 1 person. Every row below is cited to the filing it comes from, and this page adds each new change as Equinix Inc files it.

DateRecordFigureOur pageSource
April 29, 2026Stake report, Schedule 13G, by Vanguard Capital Management7.55% of the class5%+ stakesSource
April 29, 2026Stake report, Schedule 13G, by Vanguard Portfolio Management6.12% of the class5%+ stakesSource
March 26, 2026Stake report, Schedule 13G/A, by The Vanguard Group—5%+ stakesSource
FiledIn / outPersonRoleEffectiveSource
2026-07-14Reportednot named in the filing8-K, 2026-07-14
2026-05-11OutSimon MillerChief Accounting Officer2026-07-318-K, 2026-05-11

For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.

  • Chief Accounting Officer: Simon Miller, departure reported, effective 2026-07-31 (filed 2026-05-11). No successor is named in these filings.
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Filed 2026-07-14 · 8-K
Equinix, Inc. (the "Company") has announced that Jon Lin, the Company's Chief Business Officer, will separate from his employment with the Company effective July 18, 2026.

Also stated in this filing

  • The Company has implemented a transition plan, distributing responsibilities across its existing senior leadership team in a manner consistent with its strategic priorities and operating structure.
  • This includes the expected announcement of a new Chief Product Officer in the near future.
Filed 2026-05-11 · 8-K
On May 5, 2026, Simon Miller notified Equinix, Inc. (the "Company") of his planned retirement as Chief Accounting Officer ("CAO") and Principal Accounting Officer ("PAO") of the Company, to be effective as of July 31, 2026.

Also stated in this filing

  • Mr. Miller will continue to serve as CAO and PAO through such date.
  • Mr. Miller's planned retirement is not due to any disagreement with the Company on any matter relating to the Company's financial statements, internal control over financial reporting, operations, policies or practices.

Leadership changes at Kinetic Seas Inc. (2026)

Changes1
Out (departing)1
Latest filing2026-07-10

Kinetic Seas Inc. reported a change among its directors and officers to the SEC on Form 8-K, Item 5.02, on 2026-07-10. It names 1 person. Every row below is cited to the filing it comes from, and this page adds each new change as Kinetic Seas Inc. files it.

FiledIn / outPersonRoleEffectiveSource
2026-07-10OutRobert Jackson8-K, 2026-07-10
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Filed 2026-07-10 · 8-K
On July 8, 2026, Robert Jackson, Director of Kinetic Seas Incorporated, notified the Board of Directors of his resignation from all positions with the Company, effective the same day.

Also stated in this filing

  • Mr. Jackson stated in his resignation letter that he is pursuing other business ventures and would like to avoid any potential conflicts of interest.

Leadership changes at Lazard, Inc. (2026)

Changes2
Out (departing)1
Latest filing2026-10-13

Lazard, Inc. reported changes in 2 filings among its directors and officers to the SEC on Form 8-K, Item 5.02, from 2026-07-07 to 2026-10-13. They name 1 person. Every row below is cited to the filing it comes from, and this page adds each new change as Lazard, Inc. files it.

DateRecordFigureOur pageSource
September 4, 2026Stake report, Schedule 13G/A, by BlackRock, Inc.11.2% of the class5%+ stakesSource
May 15, 2026Stake report, Schedule 13G/A, by T. Rowe Price Associates, Inc.8.6% of the class5%+ stakesSource
May 14, 2026Stake report, Schedule 13G, by Ariel Investments, LLC5.2% of the class5%+ stakesSource
May 1, 2026Stake report, Schedule 13G, by Vanguard Capital Management6.18% of the class5%+ stakesSource
May 1, 2026Stake report, Schedule 13G, by Vanguard Portfolio Management5.28% of the class5%+ stakesSource
March 27, 2026Stake report, Schedule 13G/A, by The Vanguard Group—5%+ stakesSource
March 6, 2026Stake report, Schedule 13G/A, by FMR LLC10.1% of the class5%+ stakesSource
November 14, 2025Stake report, Schedule 13G/A, by Ariel Investments, LLC4.7% of the class5%+ stakesSource
November 14, 2025Stake report, Schedule 13G/A, by T. Rowe Price Associates, Inc.6.9% of the class5%+ stakesSource
August 13, 2025Stake report, Schedule 13G, by Ariel Investments, LLC5.1% of the class5%+ stakesSource
July 17, 2025Stake report, Schedule 13G/A, by BlackRock, Inc.7.9% of the class5%+ stakesSource
FiledIn / outPersonRoleEffectiveSource
2026-10-13Reportednot named in the filing8-K, 2026-10-13
2026-07-07OutAndrew M. AlperDirector8-K, 2026-07-07

For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.

  • Director: Andrew M. Alper, departure reported (filed 2026-07-07). No successor is named in these filings.
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Filed 2026-10-13 · 8-K
On October 12, 2026, Michael Gathy, Chief Accounting Officer and principal accounting officer of Lazard, Inc. (the "Company"), informed the Company of his decision to resign as Chief Accounting Officer and principal accounting officer of the Company to pursue other opportunities, effective December 11, 2026 (the "Effective Date").

Also stated in this filing

  • Tracy Farr, Chief Financial Officer of the Company, will assume the additional responsibilities of principal accounting officer for the Company as of the Effective Date.
Filed 2026-07-07 · 8-K
Retirement of Andrew M. Alper from the Board of Directors On July 7, 2026, Andrew M. Alper, a member of the Board of Directors (the "Board"), Chair of the Compensation Committee of the Board (the "Compensation Committee") and a member of the Audit Committee of the Board, notified Lazard, Inc. (the "Company") of his decision to retire from the Board, including all committees on which he serves, effective today.

Also stated in this filing

  • Mr. Alper's decision to retire from the Board was not the result of any disagreement with the Company on any matter relating to the Company's operations, policies or practices.
  • Appointment of Kathy Elsesser to the Board of Directors and as a member of the Compensation Committee of the Board of Directors On July 2, 2026, the Board elected Kathy Elsesser to join the Board, effective July 7, 2026.
  • Ms. Elsesser was appointed to serve on the Compensation Committee, also effective July 7, 2026, and will serve as Chair of the Compensation Committee upon Mr. Alper's retirement from the Board.

Leadership changes at NewLake Capital Partners, Inc. (2026)

Changes1
Out (departing)1
Latest filing2026-07-15

NewLake Capital Partners, Inc. reported a change among its directors and officers to the SEC on Form 8-K, Item 5.02, on 2026-07-15. It names 1 person. Every row below is cited to the filing it comes from, and this page adds each new change as NewLake Capital Partners, Inc. files it.

DateRecordFigureOur pageSource
August 14, 2026Stake report, Schedule 13G/A, by HG Vora Capital Management, LLC3.1% of the class5%+ stakesSource
May 15, 2026Stake report, Schedule 13G/A, by HG Vora Capital Management, LLC7.8% of the class5%+ stakesSource
FiledIn / outPersonRoleEffectiveSource
2026-07-15OutDavid WeinsteinDirector2026-07-318-K, 2026-07-15

For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.

  • Director: David Weinstein, departure reported, effective 2026-07-31 (filed 2026-07-15). No successor is named in these filings.
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Filed 2026-07-15 · 8-K
On July 14, 2026 , David Weinstein notified NewLake Capital Partners, Inc. (the "Company") of his resignation from his position as a member of the board of directors (the "Board") of the Company, effective July 31, 2026 the ("Effective Date").

Also stated in this filing

  • Mr. Weinstein's decision to resign was not due to any disagreement with the Company on any matter relating to the Company's operations, policies or practices.
  • In connection with Mr. Weinstein's departure, the Board decreased its size from seven directors to six directors, effective as of the Effective Date.

Leadership changes at Peoples Bancorp Of North Carolina Inc (2026)

Changes1
In (appointed)1
Latest filing2026-07-21

Peoples Bancorp Of North Carolina Inc reported a change among its directors and officers to the SEC on Form 8-K, Item 5.02, on 2026-07-21. It names 1 person. Every row below is cited to the filing it comes from, and this page adds each new change as Peoples Bancorp Of North Carolina Inc files it.

DateRecordFigureOur pageSource
July 29, 2026Stake report, Schedule 13G, by BlackRock, Inc.5.4% of the class5%+ stakesSource
May 15, 2026Stake report, Schedule 13G/A, by Wellington Management Group LLP7.7% of the class5%+ stakesSource
April 27, 2026Stake report, Schedule 13G/A, by BlackRock, Inc.4.8% of the class5%+ stakesSource
March 27, 2026Stake report, Schedule 13G/A, by The Vanguard Group—5%+ stakesSource
January 21, 2026Stake report, Schedule 13G, by BlackRock, Inc.5% of the class5%+ stakesSource
November 12, 2025Stake report, Schedule 13G/A, by Bay Pond Partners, L.P.4.8% of the class5%+ stakesSource
October 30, 2025Stake report, Schedule 13G, by The Vanguard Group5.01% of the class5%+ stakesSource
October 17, 2025Stake report, Schedule 13G/A, by BlackRock, Inc.4.96% of the class5%+ stakesSource
July 29, 2025Stake report, Schedule 13G/A, by The Vanguard Group4.99% of the class5%+ stakesSource
July 17, 2025Stake report, Schedule 13G/A, by BlackRock, Inc.5.1% of the class5%+ stakesSource
FiledIn / outPersonRoleEffectiveSource
2026-07-21InMichael B. Hollar8-K, 2026-07-21
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Filed 2026-07-21 · 8-K
(d) On July 16, 2026, the Boards of Directors of Peoples Bancorp of North Carolina, Inc. (the "Company") and its wholly-owned subsidiary, Peoples Bank (the "Bank") elected Michael B. Hollar to the Boards of Directors of the Company and the Bank.

Also stated in this filing

  • These statements can be identified by the use of words like "expect," "anticipate," "estimate," and "believe," variations of these words and other similar expressions.
  • Factors that might cause such a difference include, but are not limited to, changes in interest rate environment, management's business strategy, national, regional, and local market conditions and legislative and regulatory conditions.

Leadership changes at Strategy Inc (2026)

Changes5
In (appointed)4
Out (departing)1
Latest filing2026-10-29

Strategy Inc reported changes in 2 filings among its directors and officers to the SEC on Form 8-K, Item 5.02, from 2026-07-06 to 2026-10-29. They name 4 people, with 4 appointments and 1 departure. Every row below is cited to the filing it comes from, and this page adds each new change as Strategy Inc files it.

DateRecordFigureOur pageSource
May 14, 2026Stake report, Schedule 13G/A, by Capital International Investors10.1% of the class5%+ stakesSource
May 11, 2026Stake report, Schedule 13G/A, by JANE STREET GROUP, LLC4% of the class5%+ stakesSource
April 30, 2026Stake report, Schedule 13G, by Vanguard Capital Management5.34% of the class5%+ stakesSource
March 27, 2026Stake report, Schedule 13G/A, by The Vanguard Group—5%+ stakesSource
February 13, 2026Stake report, Schedule 13G/A, by Capital International Investors7.8% of the class5%+ stakesSource
February 11, 2026Stake report, Schedule 13G/A, by JANE STREET GROUP, LLC7.3% of the class5%+ stakesSource
January 30, 2026Stake report, Schedule 13G/A, by The Vanguard Group8.98% of the class5%+ stakesSource
November 13, 2025Stake report, Schedule 13G, by JANE STREET GROUP, LLC6.3% of the class5%+ stakesSource
November 13, 2025Stake report, Schedule 13G/A, by Capital Ventures International4.8% of the class5%+ stakesSource
August 14, 2025Stake report, Schedule 13G, by Capital Ventures International5.1% of the class5%+ stakesSource
July 29, 2025Stake report, Schedule 13G/A, by The Vanguard Group7.13% of the class5%+ stakesSource
FiledIn / outPersonRoleEffectiveSource
2026-10-29OutAndrew KangChief Financial Officer2026-11-058-K, 2026-10-29
2026-10-29InPhong LePresident and Chief Executive Officer8-K, 2026-10-29
2026-10-29InReza VirastehPresident and Chief Executive Officer2027-01-018-K, 2026-10-29
2026-10-29InShelley KhannaChief Accounting Officer2026-11-068-K, 2026-10-29
2026-07-06InAndrew KangChief Financial Officer2026-06-308-K, 2026-07-06

For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.

  • President and Chief Executive Officer: Reza Virasteh, appointed, effective 2027-01-01 (filed 2026-10-29).
  • Chief Accounting Officer: Shelley Khanna, appointed, effective 2026-11-06 (filed 2026-10-29).
  • Chief Financial Officer: Andrew Kang, departure reported, effective 2026-11-05 (filed 2026-10-29). No successor is named in these filings.
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Filed 2026-10-29 · 8-K
Chief Financial Officer Transition; Designations of Principal Accounting Officer and Co-Principal Financial Officers On October 26, 2026, Andrew Kang, Executive Vice President and Chief Financial Officer of the Company, and the Company's principal financial officer and principal accounting officer, informed the Company of his intention to resign from these positions effective November 5, 2026.
The Company and its Board of Directors (the "Board") plan to transition Mr. Kang's responsibilities as Chief Financial Officer, principal financial officer and principal accounting officer as follows: From November 6, 2026 through December 31, 2026, Phong Le, the Company's President and Chief Executive Officer and principal executive officer, will serve as the Company's principal financial officer and will assume Mr. Kang's responsibilities as head of the Company's finance organization and function for this period.
Effective January 1, 2027, Reza Virasteh, the Company's current Executive Vice President of Operations, will assume the role of Executive Vice President & Chief Financial Officer and will serve as co-principal financial officer of the Company, along with Mr. Le, who will continue as the Company's President and Chief Executive Officer and principal executive officer.
Effective November 6, 2026, Shelley Khanna, the Company's current Global Controller, will serve as the Company's Chief Accounting Officer and its principal accounting officer.

Also stated in this filing

  • Mr. Kang's decision to resign is due to personal reasons and not the result of any disagreement between Mr. Kang and the Company on any matter relating to the Company's operations, policies or practices.
  • In his role as co-principal financial officer, Mr. Le will be primarily responsible for the financial management of the Company's bitcoin strategy, including capital markets activity, capital management, and treasury and investor relations.
  • In his role as co-principal financial officer, Mr. Virasteh will be primarily responsible for the financial management of the Company's software operations, finances and budget.
  • From November 6, 2026 through December 31, 2026, Mr. Virasteh's title will be changed to Executive Vice President, Finance and Operations, as he prepares to assume the title of Executive Vice President & Chief Financial Officer.
  • Effective November 6, 2026, Shirish Jajodia, Vice President, Corporate Treasurer, and Chaitanya Jain, Director, Investor Relations, will each report directly to Mr. Le.
  • Mr. Kang will remain with the Company as a non-executive employee in an advisory capacity through December 31, 2026.
Filed 2026-07-06 · 8-K
On June 29, 2026, the Board of Directors of Strategy designated Andrew Kang, Strategy's Executive Vice President & Chief Financial Officer, as Strategy's principal accounting officer, effective as of the close of business on June 30, 2026.

Also stated in this filing

  • Designation of Principal Accounting Officer As previously disclosed, on June 30, 2026, Jeanine Montgomery, Strategy's Vice President & Chief Accounting Officer and principal accounting officer, retired from Strategy.
  • Mr. Kang will receive no additional compensation in connection with his designation as principal accounting officer.

Leadership changes at TWFG, Inc. (2026)

Changes2
In (appointed)1
Out (departing)1
Latest filing2026-07-24

TWFG, Inc. reported a change among its directors and officers to the SEC on Form 8-K, Item 5.02, on 2026-07-24. It names 2 people, with 1 appointment and 1 departure. Every row below is cited to the filing it comes from, and this page adds each new change as TWFG, Inc. files it.

DateRecordFigureOur pageSource
August 14, 2026Stake report, Schedule 13G/A, by Baron Capital Group, Inc.8.73% of the class5%+ stakesSource
August 14, 2026Stake report, Schedule 13G/A, by Richard F. Bunch III0.7% of the class5%+ stakesSource
August 12, 2026Stake report, Schedule 13G/A, by Capital International Investors—5%+ stakesSource
July 28, 2026Stake report, Schedule 13G, by Franklin Resources, Inc.6% of the class5%+ stakesSource
July 8, 2026Stake report, Schedule 13G/A, by T. Rowe Price Investment Management, Inc.5.8% of the class5%+ stakesSource
May 18, 2026Stake report, Schedule 13G/A, by AllianceBernstein L.P.—5%+ stakesSource
May 15, 2026Stake report, Schedule 13G/A, by Baron Capital Group, Inc.7.55% of the class5%+ stakesSource
May 15, 2026Stake report, Schedule 13G/A, by T. Rowe Price Investment Management, Inc.14% of the class5%+ stakesSource
May 6, 2026Stake report, Schedule 13G/A, by FMR LLC1% of the class5%+ stakesSource
February 13, 2026Stake report, Schedule 13G, by Capital International Investors6.4% of the class5%+ stakesSource
November 14, 2025Stake report, Schedule 13G/A, by T. Rowe Price Investment Management, Inc.18.8% of the class5%+ stakesSource
November 5, 2025Stake report, Schedule 13G/A, by FMR LLC7.3% of the class5%+ stakesSource

The newest 12 of 17 records.

FiledIn / outPersonRoleEffectiveSource
2026-07-24OutEugene N. PadgettChief Accounting Officer2026-07-218-K, 2026-07-24
2026-07-24InJanice ZwinggiChief Accounting Officer8-K, 2026-07-24

For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.

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Filed 2026-07-24 · 8-K
On July 21, 2026, Eugene N. Padgett, Chief Accounting Officer of TWFG, Inc. (the "Company"), informed the Company of his resignation from the Company, effective July 21, 2026.
Upon the effectiveness of Mr. Padgett's resignation, the Company appointed Janice Zwinggi, the Company's Chief Financial Officer, to serve as the Company's Chief Accounting Officer (Principal Accounting Officer), in addition to her current position as Chief Financial Officer (Principal Financial Officer) of the Company.

Also stated in this filing

  • Mr. Padgett's resignation was not the result of any disagreement with the Company on any matter relating to the Company's accounting practices, financial reporting, or operations.
  • Ms. Zwinggi's biographical information is set forth in the Company's Definitive Proxy Statement on Schedule 14A filed with the Securities and Exchange Commission on April 10, 2026.
  • No new compensatory arrangements will be entered into with Ms. Zwinggi in connection with assuming the role of Chief Accounting Officer (Principal Accounting Officer).