Board and executive changes

(d) Effective November 4, 2026, the Board of Directors (the “Board”) of The Travelers Companies, Inc. (“Travelers”) increased the number of directors on the Board from nine to ten and elected Lesley Goldwasser as a director to serve until the next annual election of directors by shareholders and until her successor is elected and has qualified. Ms. Goldwasser was also appointed as a member of the Compensation, Investment and Capital Markets and Nominating and Governance Committees of the Board. Ms. Goldwasser is Vice Chairman of GreensLedge Capital Markets LLC (“GreensLedge”), a Raymond James company. Ms. Goldwasser had been a Managing Partner of GreensLedge from 2013 until its acquisition by Raymond James in March 2026. Prior to joining GreensLedge, Ms. Goldwasser was a Managing Director with Credit Suisse Group with global responsibility for the hedge fund strategic services unit.

On November 5, 2026, the Board of Directors of The PNC Financial Services Group, Inc. (the “Corporation”) appointed Alexander E. C. Overstrom, currently Executive Vice President and Head of Retail Banking of the Corporation, to be the Corporation’s Executive Vice President and Chief Financial Officer, effective March 1, 2027. Mr. Overstrom will succeed Robert Q. Reilly, who has accepted the position of Executive Vice Chairman, effective as of the same date. Mr. Overstrom, 42, joined the Corporation in 2014 and assumed his current position in July 2022. Prior to his current role, he held numerous management roles, including Head of Small Business, Deputy Head of Retail Banking, Head of Merchant Services and Chief Operating Officer of Corporate & Institutional Banking and Asset Management. Prior to joining the Corporation, he worked in strategy and investment banking at Goldman Sachs. Mr.

Erie Indemnity Company (the “Company”) announced that Timothy G. NeCastro, its President and Chief Executive Officer, retired November 2, 2026. The Company previously announced that Mr. NeCastro would retire on December 31, 2026. Mr. NeCastro’s retirement date was accelerated for personal reasons. The Company also announced that Brian W. Bolash has been appointed as Interim President and Chief Executive Officer of the Company effective November 3, 2026. Mr. Bolash, age 61, has served as the Company’s Executive Vice President since January 2022, and served as Secretary and General Counsel since October 2019. There is no family relationship between Mr. Bolash and any other executive officer or director of the Company and there are no arrangements or understandings between Mr. Bolash and any other person pursuant to which Mr. Bolash was appointed Interim President and CEO of the Company.

As previously disclosed by Willis Towers Watson Public Limited Company (the “Company”), Joseph Kurpis notified the Company of his intent to retire from his role as the Company’s Principal Accounting Officer and Controller. On November 3, 2026, the Company announced that Steven Alcock, 47, was appointed to succeed Mr. Kurpis as the Principal Accounting Officer and Controller of the Company, effective as of April 1, 2027. Mr. Alcock has served as Head of Finance, International of the Company since January 2022. Since December 2025, Mr. Alcock has also served as Chief Financial Officer of Willis Limited, a regulated U.K. subsidiary of the Company. Prior to holding such roles, Mr. Alcock held several senior accounting and finance leadership roles since he joined the Company in 1997. There are no arrangements or understandings between Mr.

On October 23, 2026, Jodi L. Richard notified U.S. Bancorp (the “Company”) of her resignation from her position as Vice Chair and Chief Risk Officer, effective immediately, to take a position at another publicly traded company. Ms. Richard’s resignation was not due to any disagreement with the Company on any matter relating to the Company’s operations, policies or practices. Troy W. Remington, Executive Vice President and Chief Credit Officer, will serve as the Company’s interim Chief Risk Officer while the Company undertakes a process to select and appoint a successor Chief Risk Officer.

(b) On October 26, 2026, Moira Kilcoyne resigned from her position as a member of the Board of Directors (the “Board”) of Arch Capital Group Ltd. (the “Company”), effective immediately. Her resignation was not because of a disagreement with Arch on any matter relating to Arch’s operations, policies, or practices. The Board and management thank Ms. Kilcoyne for her service and contributions to the Company, informed by her extensive financial services experience, which has supported the business through a period of strong financial performance. 2

Election of New Director On October 21, 2026, Mr. Börje Ekholm was elected to the Board of Directors (the “Board”) of Nasdaq, Inc. (“Nasdaq”), effective as of November 1, 2026, to serve until the earlier of (i) his death, resignation, or removal or (ii) the 2027 Annual Meeting of Shareholders and a successor being duly qualified and elected. The Board has determined that Mr. Ekholm is an independent director. Mr. Ekholm will serve on the Audit & Risk Committee of the Board. Mr. Ekholm was not selected as a director pursuant to any arrangements or understandings with Nasdaq or with any other person. As a non-employee director, Mr. Ekholm will be compensated for his services pursuant to Nasdaq’s Board Compensation Policy, as amended and restated on June 11, 2025 and filed as Exhibit 10.1 to Nasdaq’s Quarterly Report on Form 10-Q for the quarter ended June 30, 2025. Mr.

On October 26, 2026, Brian J. Lee was appointed to the Board of Directors (the “ Board ”) of KKR & Co. Inc. (the “ Company ”). Mr. Lee will also serve on the Audit Committee and Risk Committee of the Board. Mr. Lee will participate in the non-executive director cash and equity compensation arrangements for Board, Audit Committee, and Risk Committee members described in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025, which will be prorated based on his date of appointment. On October 26, 2026, Mr. Lee also entered into the Company’s customary indemnification agreement for non-executive directors.

Director Appointment On October 22, 2026, the board of directors of Fiserv, Inc. (the “Company”) appointed Raj Seshadri to the board of directors of the Company effective November 30, 2026. The Company’s board of directors has determined that Ms. Seshadri is independent under relevant securities exchange rules and the rules and regulations of the U.S. Securities Exchange Act of 1934, as amended (the “Exchange Act”). Ms. Seshadri, age 61, has served as Senior Strategic Advisor to the CEO of Mastercard Incorporated (“Mastercard”), a global payments company, since August 2026, and previously served as Chief Commercial Payments Officer of Mastercard from 2024 to 2026, President, Data and Services of Mastercard from 2020 to 2024, and President, U.S. Issuers of Mastercard from 2016 to 2020. Prior to joining Mastercard, Ms.

(b) On October 21, 2026, Bronislaw E. Masojada notified the Board of Directors (the “Board”) of Brown & Brown, Inc. (the “Company”) of his decision to resign from the Board and from each of the Board’s Audit Committee and Compensation Committee, in each case effective immediately, due to obligations associated with his election to serve as the 698th Lord Mayor of the City of London beginning in November 2026. Mr. Masojada’s decision to resign from the Board was not due to any disagreement with the Company on any matter relating to the Company’s operations, policies or practices.

On October 21, 2026, the Board of Directors (the Board) of Citigroup Inc. (Citigroup) elected James Flanagan as a director of Citigroup and appointed him to the Board’s Audit Committee. He will also be appointed a Board member of Citibank, N.A. Mr. Flanagan served in various roles at PricewaterhouseCoopers LLP, including serving as Chief Operating Officer and Vice Chairman from 2014 to 2021. The Board determined that Mr. Flanagan is independent in accordance with the director independence standards established under Citigroup’s Corporate Governance Guidelines, which are intended to comply with the New York Stock Exchange corporate governance rules, and other applicable laws, rules, and regulations. There are no family relationships between Mr. Flanagan and any officer or other director of Citigroup or any related party transactions involving Mr. Flanagan and Citigroup.

On October 21, 2026, the Board of Directors (the “Board”) of Bank of America Corporation (the “Corporation”) increased the size of the Board from 12 directors to 14 directors and appointed James Fitterling and William Thomas to serve on the Board, effective immediately. Mr. Fitterling was appointed to serve as a member of the Enterprise Risk Committee and the Compensation and Human Capital Committee, and Mr. Thomas was appointed to serve as a member of the Audit Committee and Corporate Governance Committee. Mr. Fitterling is Executive Chairman of the Board of Directors and former President and Chief Executive Officer of Dow Inc. and Mr. Thomas is the former Global Chairman and Chief Executive Officer of KPMG International Limited. For their service on the Board and its committees, Messrs.

New Director Appointment On October 20, 2026, the Board of Directors (the “Board”) of Apollo Global Management, Inc. (“AGM”) (i) voted to increase the size of the Board to fourteen (14) directors and (ii) appointed Mr. Meyer “Micky” Malka to fill the resulting vacancy. Both the Board size increase and Mr. Malka’s appointment to the Board will be effective as of January 1, 2027. The Board has determined that Mr. Malka is an independent director as defined by the listing standards of the New York Stock Exchange. There are no actual or proposed transactions between Mr. Malka or any of his related persons and AGM that would require disclosure under Item 404(a) of Regulation S-K. Mr. Malka is expected to enter into a standard indemnification agreement in substantially the same form that AGM has entered into with its other non-employee directors.

On October 20, 2026, the Board of Directors (the “Board”) of Northern Trust Corporation (the “Corporation”) appointed Rima Qureshi as a director of the Corporation. Ms. Qureshi was also appointed as a director of The Northern Trust Company, the Corporation’s principal subsidiary, on such date. The Corporation’s Board appointed Ms. Qureshi to the Risk Committee and the Technology and Operations Committee of the Board, effective October 20, 2026. As a member of the Corporation’s Board, Ms. Qureshi will participate in the Corporation’s Non-Employee Director Compensation Plan and be eligible to participate in the Corporation’s 2018 Deferred Compensation Plan for Non-Employee Directors, each of which is described in the Corporation’s most recent proxy statement. Ms.

As previously disclosed, on August 11, 2026, the Board of Directors (the “Board”) of The Bank of New York Mellon Corporation (the “Company”) elected Vikram Malhotra as an independent member of the Board, effective October 1, 2026. This Current Report on Form 8-K/A amends the Current Report on Form 8-K filed with the Securities and Exchange Commission on August 13, 2026, to disclose Mr. Malhotra’s committee assignments, which had not been determined at the time of Mr. Malhotra’s election to the Board. On October 13, 2026, the Board appointed Mr. Malhotra to its Risk Committee and Finance Committee, effective immediately. 2

On October 16, 2026, Truist Financial Corporation (“Truist”) announced that Dontá L. Wilson, Senior Executive Vice President and Chief Consumer and Small Business Banking Officer, will be leaving Truist effective December 31, 2026. Mr. Wilson is entitled to the benefits for an involuntary separation not for cause, as previously disclosed in Truist’s proxy statement for its 2026 annual meeting of shareholders, subject to his execution and non-revocation of a release of claims and compliance with applicable restrictive covenants.

(b) On October 9, 2026, in connection with his planned retirement from Blackstone Inc. (the “Company”), Joseph Baratta notified the Company’s board of directors (the “Board”) of his intention to resign from his position as a director of the Board effective December 31, 2026 (the “Effective Date”). In connection therewith, as of the Effective Date, the size of the Board will be reduced from eight members to seven members. Mr. Baratta will continue to serve as a director of the Board until the Effective Date.

3 SIGNATURES 4 2 Item 5.02, “Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers” On October 12, 2026, Jorge Bermudez, who has served as a member of the Board of Directors (the “Board”) of Moody’s Corporation (the “Company”) since April 19, 2011, informed the Company of his intention to retire from the Board, effective October 12, 2026. Mr. Bermudez’s retirement did not result from any disagreement with the Company, its management, or the Board on any matter. The Company and the Board express their sincere appreciation to Mr. Bermudez for his years of distinguished service and leadership. Following Mr. Bermudez’s retirement and Mr. Keith Demmings’ election, the size of the Company’s Board will remain at ten.

On October 9, 2026, State Street Corporation’s Board of Directors elected Alexander Vollert as an independent director of the corporation. Dr. Vollert has also been appointed as a member to the Board’s Technology and Operations Committee and its Risk Committee effective the date of his election to the Board. There are no arrangements or understandings between Dr. Vollert and any other persons pursuant to which Dr. Vollert was elected as a director of the corporation. Dr. Vollert will be entitled to a pro rata share of the 2026-2027 $110,000 annual retainer and $235,000 common stock retainer and to other director compensation arrangements under terms consistent with those previously disclosed in Exhibit 10.9 to State Street’s annual report on Form 10-K for the year ended December 31, 2025.

On September 29, 2026, Jennifer Jones, the Chief Accounting Officer and principal accounting officer of Coinbase Global, Inc. (“Coinbase”), notified Coinbase of her decision to retire. Ms. Jones will continue to serve in these roles until they are transitioned to a successor. Coinbase has initiated a search of potential candidates for the role, and Ms. Jones will work with her successor to support a smooth transition of responsibilities. Her decision to retire is not the result of any disagreement with Coinbase on any matter relating to its operations, policies, or practices. Coinbase is grateful for Ms. Jones' contributions throughout her employment at Coinbase. (d) Exhibits Exhibit No. Description 104 The cover page from this Current Report on Form 8-K, formatted in Inline XBRL

On September 30, 2026, The Hartford Insurance Group, Inc. (the "Company") announced Christopher J. Swift’s decision on September 30, 2026 to resign as Chief Executive Officer (“CEO”) of the Company, effective March 1, 2027. Mr. Swift will assume the role of Executive Chair, continuing to serve as chair of the Company’s Board of Directors (the “Board”) and providing other services to the Company, as described below. He intends to step down from his role as Executive Chair in the second half of 2027. In addition, the Company announced that A. Morris Tooker has been appointed CEO of the Company, effective March 1, 2027. On September 30, 2026, the Board also elected Mr. Tooker as a director of the Company, effective October 1, 2026. Mr. Tooker will serve as a member of the Board’s Finance, Investment and Risk Management Committee ("FIRMCo").

On September 28, 2026, David W. Fox, Jr., Chief Financial Officer of Northern Trust Corporation (the “Corporation”), informed the Corporation that he plans to retire, effective on or around March 31, 2027. In preparation for Mr. Fox’s retirement next year, the Corporation plans to conduct a search for its next Chief Financial Officer.

On September 23, 2026, the Board of Directors (the “Board”) of FactSet Research Systems Inc. (“FactSet” or the “Company”) appointed Marcel Prins a director of the Company. There are no arrangements or understandings between Mr. Prins and any other persons pursuant to which Mr. Prins was selected as director. Mr. Prins is not a party to any related party transaction, or proposed transaction, required to be disclosed pursuant to Item 404(a) of Regulation S-K. As a non-employee director, Mr. Prins will participate in the Company’s existing director compensation program, the terms of which are described in the Company’s Proxy Statement filed with the U.S. Securities and Exchange Commission on October 27, 2025. A copy of the press release, dated September 25, 2026, announcing the election of Mr. Prins is included as Exhibit 99.1 to this Current Report on Form 8-K.

On September 18, 2026, Helga S. Houston, Senior Executive Vice President of Huntington Bancshares Incorporated (the “Company”), provided notice of her intent to retire from the Company effective December 31, 2026.

On September 23, 2026, Wells Fargo & Company (the “Company”) announced the appointment of Scott E. Powell as its Chief Risk Officer effective January 15, 2027, after which he will no longer serve as the Chief Operating Officer of the Company.

On September 16, 2026, Adam L. Rosman resigned as Chief Administrative Officer and Chief Legal Officer of Fiserv, Inc. (the “Company”), effective September 30, 2026. Eric C. Nelson, the Company’s current General Counsel and Secretary, will succeed Mr. Rosman as Chief Legal Officer on October 1, 2026.

On September 16, 2026, American International Group, Inc. (“AIG”) announced that Jon Hancock, Executive Vice President and Chief Executive Officer, General Insurance, will retire and transition to the role of Senior Advisor, effective December 31, 2026, following more than six years in executive leadership roles at AIG and a distinguished, 40-year career in the insurance industry. As Senior Advisor, Mr. Hancock will report to Eric Andersen, President & Chief Executive Officer of AIG, and provide counsel on strategic priorities that support AIG’s continued performance and long-term success.

On September 14, 2026, State Street Corporation announced two executive leadership appointments. Mostapha Tahiri, currently Enterprise Chief Operating Officer, has been appointed President of State Street Alpha and will continue as Chairman of Asia Pacific. Ann Fogarty, currently Investment Services Chief Operating Officer, has been appointed Enterprise Chief Operating Officer, succeeding Mr. Tahiri. These appointments are effective immediately. Ms. Fogarty, age 60, had served as State Street’s Executive Vice President and Chief Operating Officer of Investment Services since July 2025. From March 2022 to July 2025, she served as Executive Vice President and Head of Global Delivery. Ms. Fogarty joined State Street in March 2021 as Executive Vice President and Deputy Head of Global Delivery.

On September 3, 2026, the Board of Directors of Huntington Bancshares Incorporated (the “Company”) unanimously appointed Brantley J. Standridge to serve as President of the Company, effective as of September 8, 2026. Mr. Standridge will also serve as President of the Company’s wholly owned subsidiary, The Huntington National Bank (the “Bank,” together with the Company, “Huntington”). Mr. Standridge assumed the President role from Stephen D. Steinour, who will continue as Chairman and Chief Executive Officer of the Company and Chief Executive Officer of the Bank. Mr. Standridge, 50, has served as Senior Executive Vice President and President of Consumer and Regional Banking of Huntington since April 2023, and he previously served as Senior Executive Vice President of Consumer and Business Banking of Huntington from April 2022 through March 2023. Prior to joining Huntington, Mr.

As described in the attached press release, CME Group Inc. (“CME Group” or the “Company”) announced new senior leadership appointments in its finance and legal divisions. Jack Tobin, 63, will be appointed to the role of Managing Director, Deputy Chief Financial Officer as of November 2, 2026. Mr. Tobin has served as Managing Director and Chief Accounting Officer since 2015. He most recently served as Managing Director, Corporate Finance since 2007. Prior to our merger with CBOT Holdings, Mr. Tobin served as the Director, Corporate Finance for CBOT Holdings and CBOT from 2002 to 2007. Prior to joining CBOT, Mr. Tobin served as a principal consultant with PricewaterhouseCoopers from 1997 to 2002. Mr. Tobin is a registered certified public accountant. Mr.

(d) On September 1, 2026, following a recommendation by the Nominating and Corporate Governance Committee of the Board of Directors (the “Board”) of Coinbase Global, Inc. (the “Company”), the Board increased its size from nine to ten directors and appointed Anthony Armstrong to serve as a director of the Company, effective immediately. Mr. Armstrong will serve until the earliest to occur of the Company’s 2027 annual meeting of shareholders and until his successor is elected and qualified, or until his earlier death, resignation, disqualification, or removal. Mr. Armstrong will serve on the Board’s Audit and Compliance Committee. Mr. Armstrong’s compensation will be as provided under the Company’s non-employee director compensation program (the “Non-Employee Director Compensation Program”).

On September 1, 2026, Peter Zaffino notified the American International Group, Inc. (the “Company”) Board of Directors (the “Board”) that he will step down as Executive Chair and a member of the Board, effective September 15, 2026 (the “Transition Date”). On the Transition Date, Mr. Zaffino will become a Senior Advisor to the CEO of the Company, and John Rice, the Company’s Lead Independent Director, will become Chair of the Board. Mr. Zaffino’s resignation is not due to any disagreement with the Company, its management or the Board or on any matter related to the Company’s operations, policies or practices. On September 1, 2026, the Company and Mr. Zaffino entered into an amendment (the “Amendment”) to Mr. Zaffino’s Employment Agreement dated as of November 10, 2022 and amended January 3, 2026 (the “Agreement”) which confirms that neither Mr.

Appointment of New Director (d) On August 27, 2026, the Board of Directors (“Board”) of Raymond James Financial, Inc. (“Company”) appointed William W. Weatherford, age 46, as a director, effective December 15, 2026. In connection therewith, Mr. Weatherford was also appointed to the Board’s Audit Committee and its Risk Committee. The Board has affirmatively determined that Mr. Weatherford is an independent director. Mr. Weatherford serves as the managing partner of Weatherford Capital, a family-owned private investment firm, since its founding in 2015. Prior to the founding of Weatherford Capital, Mr. Weatherford served in the Florida Legislature from 2006 until 2014, including as the 84 th Speaker of the Florida House of Representatives from 2012. He currently serves as a director of Dream Finders Homes, Inc.

On August 31, 2026, the Company announced that Andrew Lo has decided to retire from the Company effective March 31, 2027 and will step down as Senior Managing Director and Head of Asia Pacific on a date during the first quarter of 2027 to be determined. Martin Franc, who currently acts as CEO Australia, Greater China and Southeast Asia, will succeed Mr. Lo following a transition period and be appointed Senior Managing Director and Head of Asia Pacific on such date. The Company and Mr. Lo expect to enter into an agreement that, among other matters relating to his retirement, will provide that following Mr. Lo’s retirement he will serve as the Chairman Emeritus for Asia Pacific, perform certain services for the Company related to its joint ventures in China and India and provide the Company with strategic counsel. A copy of such agreement will be filed in accordance with

On August 24, 2026, Richard C. Cary, age 63, Controller and Chief Accounting Officer of Arthur J. Gallagher & Co. (the “ Company ”), notified the Company that he plans to retire in 2028 and step down from his role as Controller and Chief Accounting Officer (and as the Company’s principal accounting officer) effective September 30, 2026. Mr. Cary has served as the Company’s Controller since 1997 and as its Chief Accounting Officer since 2001. He will remain employed by the Company as Corporate Vice President - Accounting and will support the transition through his expected retirement in 2028. Mr. Cary’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.

On August 20, 2026, the Board of Directors (the “Board”) of Jack Henry & Associates, Inc. (the “Company”) appointed Richard N. Preece as a director of the Company to fill the vacancy created when David B. Foss retired from the Board on July 15, 2026. The Board also reduced the size of the Board, from ten directors to nine, with such change to go into effect immediately prior to the 2026 Annual Meeting of Stockholders, at which time nine director nominees are expected to stand for election to the Board. Wes Brown has reached the age of 72 and will not stand for reelection based on the mandatory retirement restrictions in the Company’s Corporate Governance Guidelines. Richard N. Preece, age 51, is Chief Executive Officer of Liminex, Inc., doing business as GoGuardian, an educational software company. Prior to joining GoGuardian in 2024, Mr.

On August 17, 2026, Aon plc (the “Company”) announced that Edmund Reese will transition from his role as Executive Vice President and Chief Financial Officer of the Company effective August 17, 2026 (the “Transition Date”), to serve as a senior advisor to the Company from the Transition Date to August 16, 2027. The transition is pursuant to a Letter Agreement between Mr. Reese and Aon Corporation, a subsidiary of the Company, dated August 17, 2026, a copy of which is filed herewith as Exhibit 10.1 and incorporated herein by reference. Also on August 17, 2026, the Company announced that Nadin Virani, 49, would serve as interim Chief Financial Officer of the Company effective as of the Transition Date. Mr. Virani most recently served as Global Head of Corporate Planning and Analytics for the Company, a role he has held since January 2025. Mr.

(d) On August 11, 2026, the Board of Directors (the “Board”) of The Bank of New York Mellon Corporation (the “Company”) elected Vikram Malhotra as an independent member of the Board, effective October 1, 2026. With the election of Mr. Malhotra, the Company’s Board will consist of 12 directors. Mr. Malhotra will receive customary compensation from the Company for serving as a director in accordance with the non-management director compensation program as described in the Company’s Definitive Proxy Statement on Schedule 14A filed with the Securities and Exchange Commission on March 5, 2026. A copy of the Company’s press release relating to the election of Mr. Malhotra as a director is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference.

3 ITEM 7.01 REGULATION FD DISCLOSURE 3 ITEM 9.01 FINANCIAL STATEMENTS AND EXHIBITS 3

On August 11, 2026, Regions Financial Corporation (the “Company”) announced that David R. Keenan, the Company’s Chief Administrative Officer, has provided notice of his intent to retire from the Company on January 4, 2027. As of September 1, 2026, Mr. Keenan will step down as Chief Administrative Officer but will continue to serve as Senior Executive Vice President of the Company in a senior advisor role through his retirement date. In connection with Mr. Keenan’s retirement, the Company also announced that, effective September 1, 2026, it has appointed Katherine R. Danella to serve as Senior Executive Vice President, Chief Administrative Officer of the Company, and John T. Jordan to serve as Senior Executive Vice President, Head of Consumer Banking Group of the Company.

(d) On August 11, 2026, the board of directors (the "Board") of The Hartford Insurance Group, Inc. (the "Company") elected Priscilla Almodovar as director of the Board effective on September 1, 2026. Ms. Almodovar was appointed to serve on the Board’s Finance, Investment and Risk Management Committee and Audit Committee effective September 1, 2026. The Board has determined that Ms. Almodovar does not have a direct or indirect interest in any transaction with the Company that would qualify as a related party transaction under Item 404(a) of Regulation S-K, and that she meets the applicable independence requirements of the New York Stock Exchange and the Company's Corporate Governance Guidelines.

On August 10, 2026, Brown & Brown, Inc. (the “Company”) and P. Barrett Brown, the Company’s Executive Vice President and previous President of the Retail Segment and a named executive officer in the Company’s most recent proxy statement filed on March 24, 2026, entered into a Transition Agreement (the “Transition Agreement”) in connection with Mr. Brown’s voluntary resignation for good reason from the Company, effective on August 10, 2026. Pursuant to the Transition Agreement, Mr. Brown resigned as an officer of the Company, from any officer or director positions with the Company's subsidiaries and affiliates, and any other positions of actual or apparent authority, on and effective as of August 10, 2026 (the “Resignation Date”). From the Resignation Date through July 31, 2027 (the “Transition Period”), Mr.

On August 7, 2026, in connection with the previously disclosed departure of the Global Controller and Chief Accounting Officer of MSCI Inc. (the “Company”), as disclosed in the Company’s Current Report on Form 8-K filed with the U.S. Securities and Exchange Commission (the “SEC”) on March 31, 2026, the Board of Directors of the Company appointed Andrew C. Wiechmann, the Company’s Chief Financial Officer, to serve as the Company’s principal accounting officer on an interim basis, effective August 10, 2026, until a successor is designated. Mr. Wiechmann will continue to serve as the Company’s Chief Financial Officer and principal financial officer. Also effective August 10, 2026, Kristine Johnson was appointed to serve as the Company’s interim Global Controller, reporting to Mr. Wiechmann. Ms.

(d)           Effective August 5, 2026, the Board of Directors of The Travelers Companies, Inc. (“Travelers”) increased the number of directors on the Board from eight to nine and elected Anthony Jabbour as a director to serve until his successor is elected and has qualified. Mr. Jabbour was also appointed as a member of the Audit and Risk Committees of the Board of Directors. Mr. Jabbour is the former CEO of Dun & Bradstreet Holdings, Inc. and former Executive Chairman and CEO of Black Knight, Inc. In connection with his service as a non-employee director, Mr. Jabbour will receive compensation in accordance with Travelers’ Current Director Compensation Program described in Exhibit 10.2 to Travelers’ Form 10-Q for the quarter ended June 30, 2025, filed on July 17, 2025. 2

Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Other Officers. (b) On August 4, 2026, David A. Rodriguez retired from the Board of Directors of Globe Life Inc. (the “Company”), effective immediately, for personal reasons. Mr. Rodriguez’s departure from the Board of Directors was not a result of a disagreement with the Company on any matter related to its operations, policies or practices.

On July 22, 2026, the Compensation Committee (the “Committee”) of the Board of Directors (the “Board”) of Corpay, Inc. (the “Company”) approved special grants of performance-based restricted stock units (“PSUs”) under the Company’s Amended and Restated 2010 Equity Compensation Plan (the “Plan”) to Messrs. Ronald F. Clarke and Armando L. Netto, effective on July 22, 2026 (the “Grant Date”). The PSUs will be earned and become vested based on the Company’s stock price performance and certain employment conditions. The PSUs are intended to further align the compensation interests of Messrs. Clarke and Netto with the Company stock price performance interests of the Company’s shareholders, and to help retain the services of Messrs. Clarke and Netto during the period of time covered by the PSUs. Messrs. Clarke and Netto were granted 300,000 and 28,213 PSUs, respectively.

On July 22, 2026, Lawrence Brock notified Coinbase Global, Inc. (“Coinbase” or the “Company”) of his intention to step down as Chief People Officer of Coinbase, effective August 17, 2026. Through September 1, 2026, Mr. Brock will remain an employee of Coinbase and assist in the transition of his responsibilities. In connection with Mr. Brock’s resignation, the Company expects to appoint Dominique Baillet as Chief People Officer. On July 23, 2026, the Company and Mr. Brock entered into an advisor agreement (the “Advisor Agreement”), pursuant to which Mr. Brock will provide advisory services to the Company from September 2, 2026 through November 30, 2026 (the “Advisory Period”). Mr.

(e) Effective July 21, 2026, as approved and recommended by the Compensation Committee (the “Committee”) of the Board of Directors (the “Board”) of Franklin Resources, Inc. (the “Company”), in consultation with the independent compensation consultant of the Committee, as further approved by the Board, the Committee granted one-time special retention (1) equity awards (the “Awards”) to each of Ms. Jennifer M. Johnson, the Chief Executive Officer of the Company (“CEO”); Mr. Daniel Gamba, Co-President and Chief Commercial Officer of the Company; Mr. Terrence J. Murphy, Co-President and Head of Public Market Investments of the Company; and Matthew Nicholls, Co-President, Chief Financial Officer and Chief Operating Officer of the Company, and (2) allocations of carried interest (the “Carry Incentives”) to each of the CEO and Mr. Gregory E.

(d) On July 15, 2026, the board of directors (the "Board") of The Hartford Insurance Group, Inc. (the "Company") elected Randy Larsen as director of the Board effective on September 1, 2026. Mr. Larsen was appointed to serve on the Board’s Finance, Investment and Risk Management Committee and Nominating and Corporate Governance Committee effective September 1, 2026. The Board has determined that Mr. Larsen does not have a direct or indirect interest in any transaction with the Company that would qualify as a related party transaction under Item 404(a) of Regulation S-K, and that he meets the applicable independence requirements of the New York Stock Exchange and the Company's Corporate Governance Guidelines. As compensation for the remainder of the 2026-2027 Board service year, Mr.

The Allstate Corporation today announced that effective August 3, 2026, Christian M. Lown will join Allstate as Executive Vice President and Chief Financial Officer of The Allstate Corporation and Allstate Insurance Company. Prior to joining Allstate, Mr. Lown, age 56, served as the chief financial officer of CoStar Group, Inc. from July 2024 to July 2026 and executive vice president and chief financial officer of the Federal Home Loan Mortgage Corporation (Freddie Mac) from June 2020 to June 2024. Mr. Lown holds a BA from the University of Lynchburg and an MBA from the University of Virginia. Effective August 3, 2026, Mr. Lown will receive an annual base salary of $875,000. In addition, Mr.

On July 8, 2026, Paul Grewal notified Coinbase Global, Inc. (“Coinbase” or the “Company”) of his intention to step down as Chief Legal Officer and Secretary of Coinbase, effective July 31, 2026. In connection with Mr. Grewal’s resignation, the Company expects to appoint Molly Abraham, Vice President, Legal as the Company’s General Counsel and Secretary. On July 8, 2026, the Company and Mr. Grewal entered into an advisor agreement (the “Advisor Agreement”), pursuant to which Mr. Grewal will assist with the transition of his responsibilities and provide other advisory services to the Company from August 1, 2026 to October 31, 2026 (the “Advisory Period”). Mr.

On July 7, 2026, Dhivya Suryadevara, President of Fiserv, Inc. (the “Company”), resigned for “good reason” under her offer letter, dated August 28, 2025, filed as Exhibit 10.25 to the Company’s Annual Report on Form 10-K for the year ended December, 31, 2025, and the Fiserv, Inc. Executive Severance and Change of Control Policy, as described in Fiserv’s definitive proxy statement on Schedule 14A filed with the Securities and Exchange Commission on April 2, 2026 under the caption “Estimated Potential Payments Upon Termination or Change in Control.” Ms. Suryadevara’s resignation as President is effective as of July 7, 2026, and she will remain a non-executive officer employee eligible for her current base salary and benefit plan participation through July 31, 2026, to enable an orderly transition of her duties.

On July 1, 2026, Steven Kemps notified S&P Global Inc. (the “Company”) of his decision to retire from his role as Executive Vice President, Chief Legal Officer, effective December 31, 2026 (the “Retirement Date”). The Company has launched a search for his successor. Mr. Kemps is expected to continue to serve in his current role until the Retirement Date; however, if his successor is appointed before the Retirement Date, then Mr. Kemps will continue in his employment but will transition to the role of Special Advisor to the Company’s Chief Executive Officer through the Retirement Date.

Amendment to International Assignment Letter On June 26, 2026, Aon Corporation (“Aon Corporation”), an indirect, wholly owned subsidiary of Aon plc (“Aon” or the “Company”), and Gregory C. Case entered into an amendment (the “Case Amendment”) to the international assignment letter agreement dated July 1, 2016 between Aon Corporation and Mr. Case (as amended, the “Case International Assignment Letter”). The Case Amendment extends the term of the Case International Assignment Letter, which was set to expire on June 30, 2026, to expire on June 30, 2027. The foregoing summary is qualified in its entirety by reference to the Case Amendment, a copy of which is attached as Exhibit 10.1 to this Current Report on Form 8-K and incorporated herein by reference.

On June 29, 2026 (the “Effective Date”), Synchrony Financial (the “Company”) announced that Carol Juel, who served as the Company’s Executive Vice President, Chief Technology and Operating Officer, has been appointed as the Executive Vice President and Chief Executive Officer of the Company’s Digital platform effective as of the Effective Date. Ms. Juel will succeed Bart Schaller, who has announced plans to retire from the Company, and she will continue to report to Brian Doubles, the Company’s President and Chief Executive Officer. Following the Effective Date, the Company will not designate a single executive to assume Ms. Juel’s former responsibilities. Instead, those responsibilities will be distributed among members of the Company's executive management team.

Appointment of Principal Accounting Officer On June 25, 2026, the Board of Directors of Robinhood Markets, Inc. (the “Company” or “Robinhood”) appointed Dara Bazzano to be the Company’s principal accounting officer, effective as of June 25, 2026. In connection with Ms. Bazzano’s appointment, effective as of June 25, 2026, Shiv Verma, the Company’s Chief Financial Officer (“CFO”), in which capacity he served as the Company’s principal accounting officer and principal financial officer, ceased to serve as the Company’s principal accounting officer. Mr. Verma continues to serve as the Company’s CFO and principal financial officer. Ms. Bazzano, age 58, has been the Company’s Chief Accounting Officer since April 2026 and has responsibilities for the Company’s accounting, tax, financial operations, financial reporting, and internal control functions. Ms.

Lucille Sgaglione has informed W. R. Berkley Corporation (the “Company”) that she will resign from her position as Executive Vice President of the Company, effective June 30, 2026. Following her resignation as an executive officer, Ms. Sgaglione will continue to serve the Company on a part-time basis as Senior Advisor, with compensation to be adjusted commensurate with her new role. Ms. Sgaglione’s outstanding long-term incentive awards will be treated in accordance with the terms and conditions of the applicable award agreements. W. R. Berkley Corporation 4

On June 25, 2026, JPMorgan Chase & Co. ("JPMorganChase" or the “Firm”) announced that Doug Petno, 61, and Troy Rohrbaugh, 56, Co-CEOs of the Commercial & Investment Bank ("CIB"), have been elected Co-Presidents of the Firm, effective immediately. 1 In addition to their new roles, Mr. Petno will become sole CEO of the CIB, and Mr. Rohrbaugh will become CEO of Consumer & Community Banking ("CCB"). The promotions of Messrs. Petno and Rohrbaugh to Co-Presidents and sole CEOs of the Firm’s two largest businesses are part of the Board’s ongoing succession planning designed to ensure continued exceptional leadership at the highest levels of the company. Marianne Lake, current CEO of CCB, has decided to retire from the Firm after more than 25 years of outstanding leadership and service. Ms. Lake will work with Mr.

Item 7.01 Regulation FD Disclosure On June 19, 2026, Cincinnati Financial Corporation issued the attached news release “Cincinnati Financial Corporation Expands Board With Appointment of Independent Director.” The news release is furnished as Exhibit 99.1 hereto and is incorporated herein by reference. The foregoing information is being furnished pursuant to this

On June 16, 2026, Fidelity National Information Services, Inc. (the “Company”) and Caroline Tsai agreed that Ms. Tsai will step down as the Company’s Chief Legal & Corporate Affairs Officer and Corporate Secretary, effective as of July 1, 2026. Ms. Tsai joined the Company in 2022 and helped guide the Company through the divesture of Worldpay and the acquisition of TSYS from Global Payments. It is expected that Ms. Tsai will serve as a non-executive employee/senior advisor of the Company to assist with the orderly transition of her responsibilities until September 1, 2026. Upon separation, she will receive the severance and other benefits payable upon a termination without cause or for good reason, pursuant to her employment agreement, the terms of which were disclosed in the Company’s proxy statement on Schedule 14A filed with the SEC on April 28, 2026.

Chief Executive Officer Leadership Transition On June 17, 2026, CME Group Inc. (the “Company”) announced that Terrence A. Duffy, the Company’s current Chairman and Chief Executive Officer, will become the Company’s Executive Chairman, and Lynne C. Fitzpatrick, the Company’s current President and Chief Financial Officer, will succeed Mr. Duffy as the Company’s Chief Executive Officer (the “Leadership Transition”). The Leadership Transition was approved by the Board of Directors on June 16, 2026 and will become effective on the later of March 1, 2027, and the date on which the Company files its Annual Report on Form 10-K with respect to 2026 (the “Transition Date”). Mr. Duffy will continue to serve as the Company’s Chief Executive Officer through the Transition Date and will then serve as the Company’s Executive Chairman from the Transition Date through December 31, 2027. Ms.

(b) On June 17, 2026, The Progressive Corporation (the “Company”) announced that Patrick K. Callahan intends to retire from his role as Personal Lines President in January 2027. After that time, Mr. Callahan intends to continue contributing to the Company’s success by advising the executive team on topics of strategic importance. The terms of that arrangement are under discussion. In connection with the orderly transition of the Personal Lines President role, on July 4, 2026, Lori Niederst, the Company’s CRM President, will be promoted to a newly created role of Chief Personal Lines Officer, overseeing both the Personal Lines business and the CRM operations. In addition, on July 4, 2026, Heather Day, the Company’s General Manager, Customer Experience Strategy, will become the Company’s next CRM President. The Company’s press release announcing Mr.

Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officer. (d) Election of Jeremy M. Jacobs, Jr. to the Board of Directors On June 16, 2026, the Board of Directors of M&T Bank Corporation ("M&T") elected Jeremy M. Jacobs, Jr., a director and Chief Executive Officer of Delaware North Companies, Inc. ("Delaware North"), as a director of M&T. Mr. Jacobs was also elected as a director of M&T Bank, M&T's principal banking subsidiary. The public announcement was made by means of a news release, which is attached as Exhibit 99.1 to this Form 8-K and is incorporated herein by reference. As a non-employee director, Mr. Jacobs will participate in M&T's director compensation program as described in M&T's 2026 proxy statement, which was filed with the Securities and Exchange Commission on March 10, 2026.

Item 7.01 Regulation FD Disclosure On June 16, 2026, Cincinnati Financial Corporation issued the attached news release “The Cincinnati Insurance Company Chief Information Officer Announces Retirement.” The news release is furnished as Exhibit 99.1 hereto and is incorporated herein by reference. The foregoing information is being furnished pursuant to this

Resignation of Chief Executive Officer and Director On June 12, 2026, Michael P. Lyons resigned as Chief Executive Officer of Fiserv, Inc. (the “Company”) and as a member of the Board of Directors of the Company (the “Board”), effective immediately. Mr. Lyons’s resignation was not the result of any disagreement with the Company on any matter relating to the Company’s operations, policies or practices. In connection with his resignation, Mr. Lyons will receive only his accrued but unpaid base salary through the date of his resignation, but is not entitled to any severance payments, accelerated vesting of equity, benefits continuation or any other benefits under his Offer Letter, dated January 22, 2025. Appointment of Chief Executive Officer and Director On June 14, 2026, Takis Georgakopoulos was appointed as Chief Executive Officer of the Company and as a member of the Board. Mr.

After more than 40 years of exceptional leadership and service to Truist Financial Corporation (the “Corporation”) and Truist Bank (the “Bank”), William H. Rogers, Jr. will retire as Chief Executive Officer (“CEO”) and President of the Corporation and the Bank effective on September 1, 2026 (the “Transition Date”). Mr. Rogers will serve as Executive Chair of the Corporation and the Bank and continue to serve as a member of the Boards of Directors of the Corporation and the Bank (the “Boards”) from the Transition Date through the Corporation’s annual meeting of shareholders in 2027 (the “Retirement Date”). Michael P. Lyons will be appointed to serve as CEO and President of the Corporation and the Bank and as a member of the Boards effective on the Transition Date. Mr. Lyons, age 55, most recently served as chief executive officer and a member of the board of directors of Fiserv, Inc.

On June 5, 2026, the Board of Directors (the “Board”) of Truist Financial Corporation (the “Company”) appointed Catherine P. Bessant as a director of the Company, effective immediately. Ms. Bessant was also appointed to serve as a member of the Board of Directors of the Company’s wholly-owned subsidiary, Truist Bank (together with the Board, the “Boards”), effective immediately. Ms. Bessant will serve on the Joint Risk Committee of the Boards. Ms. Bessant will receive compensation in accordance with the Company's standard compensation arrangements for non-employee directors, which consist of an annual cash retainer of $110,000 and an annual grant of restricted stock units having a value of $200,000 on the date of grant, which vests at the end of the year in which it is granted.

Today, Block, Inc. (the “Company”) announced that Arnaud Weber, the Company’s Engineering Lead, departed the Company on June 5, 2026. The engineering organization will report directly to Jack Dorsey, our Block Head, following Mr. Weber’s departure.

(b) On May 29, 2026, David B. Foss, Chair of the Board of Directors (the “Board”) of Jack Henry & Associates, Inc. (the “Company”), notified the Board of his intent to retire from his role as a director of the Company effective July 15, 2026. Mr. Foss has served as Chair of the Board since 2021 and served as Chief Executive Officer of the Company from 2016 to 2024. He also previously served as President of the Company. Mr. Foss’s decision to depart the Board does not relate to any disagreement with the Company, its management, or the Board on any matter relating to the Company’s operations, policies, or practices. The Company sincerely thanks Mr. Foss for his long-time service and commitment to the Company.

Arch Capital Group Ltd. (“Arch” or the “Company”) announced today that David Gansberg is stepping down from his role as a President of Arch effective immediately and will be departing the Company following a distinguished tenure, having played an important role in building the organization to its current position. In his role, Mr. Gansberg oversaw Arch’s Global Insurance Group. Mr. Gansberg will be entitled to receive the benefits under Section 5.02 and 5.04 of his employment agreement dated as of March 1, 2019, as amended, and under his equity-based compensation awards under the applicable equity award agreements, subject to compliance with the terms and conditions thereof. In connection with Mr. Gansberg’s departure, the Company also announced the expansion of Maamoun Rajeh’s role as President. Mr.

On June 2, 2026, Mastercard Incorporated (“Mastercard” or the “Company”) announced the following leadership changes, each effective as of August 3, 2026 (the "Effective Date"): Chief Business Officer Sachin Mehra, age 55, the Company’s Chief Financial Officer, will assume the role of Chief Business Officer. In his new role, Mr. Mehra will be responsible for country operations across the globe and for bringing Mastercard’s regions together under a single global go-to-market leadership structure. Chief Financial Officer Ling Hai, age 56, the Company’s current President, Asia Pacific, Europe, Middle East and Africa, will be appointed to succeed Mr. Mehra as Chief Financial Officer of the Company. Mr. Ling joined Mastercard in 2010.

On May 29, 2026, Henry R. Kravis, George R. Roberts, Joseph Y. Bae, Scott C. Nuttall, Craig Arnold, Timothy R. Barakett, Matthew R. Cohler, Mary N. Dillon, Xavier B. Niel, Kimberly A. Ross, and Patricia F. Russo were elected to the Board of Directors of KKR & Co. Inc. (the “Company”) by KKR Management LLP (pursuant to Section 3.02 of the Company’s Amended and Restated Bylaws) to serve as provided in the Company’s Amended and Restated Certificate of Incorporation and Amended and Restated Bylaws. Each director was serving as a director of the Company at the time of election. Each non-employee director will continue to receive director compensation under the current director compensation program of the Company, described in Item 11 of the Company’s Annual Report on Form 10-K for the year ended December 31, 2025 (the “Annual Report”), which disclosure is incorporated herein by reference.

On May 19, 2026, Saugata Saha notified S&P Global Inc. (the “Company”) of his departure from his role as President, S&P Global Market Intelligence and Chief Enterprise Data Officer, effective July 30, 2026.

On May 21, 2026, Assurant, Inc. (the “Company”) held its 2026 annual meeting of stockholders (the “Annual Meeting”). At the Annual Meeting, the Company’s stockholders approved an amendment to the Assurant, Inc. 2017 Long Term Equity Incentive Plan (the “ALTEIP”; and as amended and restated, the “Amended ALTEIP”), previously approved by the Compensation Committee of the Company’s Board of Directors subject to stockholder approval, to increase the available share reserve under the ALTEIP by 480,000 shares of the Company’s common stock, par value $0.01 per share. A summary of the Amended ALTEIP was included as Proposal 4 in the Company’s proxy statement filed with the U.S. Securities and Exchange Commission on April 6, 2026, and is incorporated herein by reference.

e) On May 20, 2026, the shareholders of The Travelers Companies, Inc. (the “Company”) approved an amendment to The Travelers Companies, Inc. Amended and Restated 2023 Stock Incentive Plan (the “2023 Stock Incentive Plan”) at the Company’s annual meeting of shareholders. The amendment increases the number of shares authorized for issuance under the 2023 Stock Incentive Plan by 5,000,000 shares. The material terms of the 2023 Stock Incentive Plan, as amended, are described in the Company’s definitive Proxy Statement, dated April 7, 2026 , under the heading “Item 4 — Amendment to The Travelers Companies, Inc. Amended and Restated 2023 Stock Incentive Plan”, which is incorporated herein by reference. The 2023 Stock Incentive Plan , as amended, is filed as Exhibit 10.1 hereto.

Election of Directors; Appointment of Certain Officers; Compensatory Arrangement of Certain Officers (e) At the Chubb Limited (“Company”) Annual General Meeting of Shareholders (“AGM”) held on May 21, 2026, the Company’s shareholders approved the Chubb Limited 2016 Long-Term Incentive Plan, as amended and restated (“LTIP”). A more complete description of the LTIP is contained in the Company’s proxy statement, dated April 3, 2026, as filed with the Securities and Exchange Commission (“Proxy Statement”), under the heading “Agenda Item 10: Approval of the Chubb Limited 2016 Long-Term Incentive Plan, as amended and restated,” which is incorporated herein by reference. The description of the LTIP set forth in the Proxy Statement is qualified in its entirety by reference to the complete text of the LTIP, which is attached hereto as Exhibit 10.1 and is incorporated herein by reference.

(b) and (e) As previously announced on April 29, 2026, effective as of June 2, 2026, Diego Scotti will cease to serve as the EVP, General Manager, Consumer Group of the Company. In connection with Mr. Scotti’s departure, the Company and Mr. Scotti entered into a separation and release agreement on May 20, 2026, which provides that Mr. Scotti will be eligible to receive the severance payments and benefits applicable upon a termination without cause (and not in connection with a change in control of the Company) under the Company’s Executive Change in Control and Severance Plan. (e) At the 2026 Annual Meeting of Stockholders of PayPal Holdings, Inc. (the “Company”) held on May 19, 2026 (the “Annual Meeting”), the stockholders, upon the recommendation of the Company’s Board of Directors, approved the PayPal Holdings, Inc.

Departure of Executive Vice President and Principal Financial Officer On May 21, 2026, Erie Indemnity Company (the “Company”) announced that Julie M. Pelkowski will retire as Executive Vice President and Chief Financial Officer at the end of 2026. Ms. Pelkowski has been employed by the Company for more than 25 years and served as Executive Vice President and Chief Financial Officer since 2023. There was no disagreement or dispute between Ms. Pelkowski and the Company which led to her decision to retire. Top of the Form

On May 20, 2026, the stockholders of Citigroup Inc. (Citigroup or Citi), upon recommendation of Citigroup’s Board of Directors (Board), approved an amendment to the Citigroup 2019 Stock Incentive Plan (the 2019 Plan), which was first approved by stockholders on April 16, 2019. The amendment to the 2019 Plan increases the authorized number of shares available for grant under the 2019 Plan by 20 million shares. The 2019 Plan is described in greater detail in proposal 4 in Citigroup’s Proxy Statement for the 2026 Annual Meeting of Stockholders (Proxy Statement). The Proxy Statement, which includes a description of the 2019 Plan, was filed with the U.S. Securities and Exchange Commission on April 2, 2026.

On May 20, 2026, Ameriprise Financial, Inc. (the “Company”) announced that William Davies, Executive Vice President and Global Chief Investment Officer, has made the decision to retire from the Company on June 30, 2026.

On May 15, 2026, the Board of Directors (the “Board”) of T. Rowe Price Group, Inc. (the “Company”) approved the appointment of Eric L. Veiel to become the President, Co-Head of Global Investments and Chief Investment Officer of the Company, effective immediately. Mr. Sharps will remain Chief Executive Officer of the Company. A copy of the press release issued on May 18, 2026, announcing Mr. Veiel’s appointment, is attached as Exhibit 99.1 to this Current Report on Form 8-K. Section 9 - Financial Statements and Exhibits.

On May 13, 2026, the shareholders of Everest Group, Ltd. (the "Company") approved an amendment to the Everest Group, Ltd. 2020 Stock Incentive Plan (the "First Amendment"). The Board of Directors of the Company had previously approved the First Amendment, subject to shareholder approval. Pursuant to the First Amendment, the number of common shares available for delivery under the Company's 2020 Stock Incentive plan increased by 812,000 shares. A description of the First Amendment is included in the Company's Definitive Proxy Statement, as filed with the U.S. Securities and Exchange Commission on April 10, 2026 (the "2026 Proxy Statement"). The aforementioned description of the First Amendment is incorporated herein by reference and is qualified in its entirety by reference to the full text of the First Amendment, which is attached as Appendix B to the 2026 Proxy Statement.

The Board of Directors (the “Board” or “Board of Directors”) of KeyCorp (“KeyCorp” or the “Company”) previously approved, subject to shareholder approval, the KeyCorp 2026 Equity Compensation Plan (the “2026 Plan”). As described below under

On May 13, 2026, the Board of Directors (the “Board”) of American International Group, Inc. (“AIG” or the “Company”) appointed Thomas D. Stoddard a director of the Company, effective June 1, 2026. Mr. Stoddard will serve on the Audit Committee of the Board. The Board has determined that Mr. Stoddard is an independent director under the New York Stock Exchange listing standards. Mr. Stoddard will participate in the compensation program for independent directors as described under “Corporate Governance - Director Compensation” in AIG’s 2026 Notice of Annual Meeting and Proxy Statement filed with the Securities and Exchange Commission on March 31, 2026. There are no arrangements or understandings with any person pursuant to which Mr. Stoddard was appointed to serve as a director of the Company. Mr. Stoddard has no family relationship with any director or executive officer of the Company.

(c) Consistent with The Progressive Corporation’s (the “Company”) Form 8-K filed on January 28, 2026, and in anticipation of John P. Sauerland’s retirement on July 3, 2026, on May 8, 2026, the Board of Directors elected Andrew J. Quigg, the Company’s current Chief Strategy and Finance Management Officer, as the Company’s next Vice President and Chief Financial Officer (“CFO”), effective July 4, 2026. Mr. Quigg, 46, was our Chief Strategy Officer from July 2018 until February 2026 when he assumed his current role. The details regarding Mr. Quigg’s compensation upon assuming the CFO role have not been finalized. The Company will disclose such information in an amendment to this Form 8-K after it is determined.

On May 7, 2026, Robinhood Markets, Inc. (the "Company") determined that Jeffrey Pinner, Chief Technology Officer, would be separating from his position, effective the same day. In connection with the separation, Mr. Pinner will be eligible to receive benefits applicable upon a termination without cause under the Company’s Change in Control and Severance Plan for Key Employees as described in the Company’s proxy statement for the 2026 annual meeting of stockholders.

(e) On May 6, 2026, shareholders of Brown & Brown, Inc. (the "Company") approved an amendment to the Brown & Brown, Inc. 2019 Stock Incentive Plan (the “SIP”) to increase the number of shares available for issuance under the SIP by 6,900,000 shares and extend the term of the SIP. The Compensation Committee of the Company's Board of Directors previously approved the amendment to the SIP, subject to approval by the Company’s shareholders. A brief summary of the SIP was included as part of Proposal 4 in the Company’s definitive proxy statement filed with the Securities and Exchange Commission on March 24, 2026 (the “Proxy Statement”). The summary of the SIP contained in the Proxy Statement is incorporated by reference into this

(c) As previously announced, Charles C. Chang will succeed Marc D. Hamburg as Berkshire’s Chief Financial Officer on June 1, 2026. In his new role, Mr. Chang will be paid an annual cash salary of $8,000,000. (e) In connection with Mr. Hamburg’s retirement as Berkshire’s Chief Financial Officer and in recognition of Mr. Hamburg’s many decades of service, Berkshire will provide Mr. Hamburg (or his spouse, if he predeceases her), with up to 30 flight hours per year on a mid-sized NetJets aircraft for a term starting on June 1, 2026 and ending no later than May 31, 2037. Berkshire will provide Mr. Hamburg with tax gross-up payments to cover Mr. Hamburg’s imputed tax expenses related to this travel benefit. Berkshire estimates its cost of providing this benefit will be approximately $490,000 per year.

On May 7, 2026, Mastercard Incorporated (“Mastercard” or the “Company”) announced that Sandra Arkell, the Company’s Corporate Controller and principal accounting officer, will assume the role of Mastercard’s Chief Audit Executive effective August 3, 2026, at which time she will step down from her current role. The Company also announced that effective as of August 3, 2026, Chris Mullett will be appointed to succeed Ms. Arkell as Corporate Controller and principal accounting officer of the Company. Mr. Mullett, age 52, joined the Company in November 2017. He has served as Chief Financial Officer, Europe since May 2023, and previously served as Chief Financial Officer, Technology and Regional Controller, Asia Pacific. Mr.

On April 30, 2026, the Board of Directors of Block, Inc. (the “Company”) appointed Andrea Acosta as the Company’s Chief Accounting Officer (principal accounting officer), effective as of May 26, 2026. Ms. Acosta will assume the responsibilities of principal accounting officer from Amrita Ahuja, who has been serving as interim principal accounting officer. Ms. Ahuja will continue in her roles as the Company’s Chief Financial Officer and Chief Operating Officer. Ms. Acosta will report to Ms. Ahuja. Ms. Acosta, age 47, most recently served as the Chief Accounting Officer of Pinterest, Inc., a visual search and discovery platform, since February 2022.

Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Other Officers. (a) Not applicable. (b) Linda L. Addison and Marilyn A. Alexander retired from the Globe Life Inc. Board of Directors at the Annual Meeting of Shareholders on April 30, 2026. (c) Not applicable. (d) Not applicable. (e) Not applicable.

As discussed below, at the 2026 Annual Meeting of Shareholders (the “Annual Meeting”) of Truist Financial Corporation (the “Corporation”) held on April 28, 2026, the Corporation’s shareholders approved the amendment and restatement of the Truist Financial Corporation 2022 Incentive Plan (the “A&R Plan”). A description of the material terms of the A&R Plan is set forth under the heading “Summary of the A&R Plan” under “Proposal 4—Approval of the Amendment and Restatement of the Truist Financial Corporation 2022 Incentive Plan” in the Definitive Proxy Statement filed by the Corporation with the Securities and Exchange Commission on March 16, 2026 (the “2026 Proxy Statement”), which description is incorporated into this

On April 29, 2026, PayPal Holdings, Inc. (the “ Company ”) announced that, effective as of June 2, 2026, Michelle Gill will cease to serve as the EVP, General Manager, Small Business and Financial Services of the Company and Diego Scotti will cease to serve as the EVP, General Manager, Consumer Group of the Company. In connection with Ms. Gill’s departure, the Company and Ms. Gill entered into a separation and release agreement on April 27, 2026, which provides that Ms. Gill will be eligible to receive the severance payments and benefits applicable upon a termination without cause (and not in connection with a change in control of the Company) under the Company’s Executive Change in Control and Severance Plan.

The Company held its annual meeting of shareholders on April 28, 2026 (“2026 Shareholder Meeting”). At the 2026 Shareholder Meeting, shareholders approved an amendment and restatement of the Company’s 2022 Long-Term Incentive Plan (the “Plan”). A description of the material terms and conditions of the Plan appears under “Executive Compensation – Item 3 – Proposal to Amend and Restate the Company’s 2022 Long-Term Incentive Plan” on pages 87-94 of the Company’s definitive proxy statement for the 2026 Shareholder Meeting, filed with the Securities and Exchange Commission on March 18, 2026 (the “Proxy Statement”), which description is incorporated herein by reference. The description of the Plan incorporated herein by reference does not purport to be complete and is qualified in its entirety by reference to the full text of the Plan, which is filed as Exhibit 10(a) hereto.

On April 27, 2026, the Board of Directors (the “Board”) of American International Group, Inc. (the “Company”) appointed Eric Andersen as President and CEO of the Company and a member of the Board, effective June 1, 2026 (the “Effective Date”). Upon the Effective Date, Peter Zaffino, the Company’s current Chairman and CEO, will assume the position of Executive Chair of the Board. Mr. Andersen, age 61, joined the Company as President and CEO Elect in February 2026. Prior to joining the Company, Mr. Andersen served as Senior Advisor to the Chief Executive Officer of Aon plc from 2025 to 2026 and as President of Aon plc from 2020 to 2025. There are no arrangements or understandings between Mr. Andersen and any other person pursuant to which Mr. Andersen was selected to serve as President and CEO and a member of the Board, and there are no family relationships between Mr.

(e) On April 22, 2026, The PNC Financial Services Group, Inc. 2026 Omnibus Equity Incentive Plan (the “Plan”) was approved by the shareholders of The PNC Financial Services Group, Inc. (the “Corporation”) at the annual meeting of the Corporation’s shareholders held on that date. The 2026 Plan was previously approved by the board of directors of the Corporation (the “Board”) on March 5, 2026, subject to shareholder approval. The Plan authorizes certain incentive compensation awards to be granted to employees of the Corporation and its subsidiaries (including the executive officers of the Corporation), non-employee directors, consultants and other service providers, on the terms and subject to the conditions of the Plan.

Item 5.07. Submission of Matters to a Vote of Security Holders. On April 21, 2026, Fifth Third Bancorp (the “Company”) held its Annual Meeting of Shareholders. The results of shareholder voting on the proposals presented were as follows: 1. Election of sixteen members of the Board of Directors to serve until the Annual Meeting of Shareholders in 2027: Number of Votes of Series A, Class B Preferred Stock (the “Preferred Shareholders”) and Common Shares Voting Together as a Class Votes For Votes Against Abstain Broker Non-Vote Timothy N. Spence 701,953,879 35,010,720 4,271,270 90,178,097 Nicholas K. Akins 704,264,839 32,570,030 4,401,000 90,178,097 Priscilla Almodovar 733,673,926 3,191,515 4,370,428 90,178,097 B. Evan Bayh III 720,698,469 16,099,034 4,438,366 90,178,097 Jorge L. Benitez 704,796,903 31,993,987 4,444,979 90,178,097 Katherine B.

On April 22, 2026, T. Rowe Price Group, Inc. (the “Company”) and Oak Hill Advisors, L.P. (“OHA”) announced that they entered into an updated evergreen operating arrangement which will continue to support OHA’s position as a leading alternatives firm serving institutional, insurance, wealth and retirement clients. On April 21, 2026, the independent members (the “Independent Directors”) of the Board of Directors (the “Board”) of the Company upon the recommendation of the Executive Compensation and Management Development Committee of the Board (the “Compensation Committee”), approved an amended and restated employment agreement (the “Employment Agreement”) with Glenn R. August, the Chief Executive Officer of OHA. Pursuant to the Employment Agreement, Mr. August will continue his employment with the Company until his termination of employment as provided in the Employment Agreement.

(d) On April 14, 2026, the Board appointed Mr. Lowrey to its Risk Committee and Corporate Governance, Nominating and Social Responsibility Committee, effective immediately.

On April 14, 2026, Marsh & McLennan Companies, Inc. (the “Company”) announced that effective April 15, Mark McGivney will be appointed Executive Vice President, Chief Operating Officer & Chief Financial Officer. Mr. McGivney has served as Senior Vice President and Chief Financial Officer of Marsh since January 2016. On April 8, 2026, in connection with his increased responsibilities, the Compensation Committee of the Company’s Board of Directors approved the terms of Mr. McGivney’s employment as Executive Vice President, Chief Operating Officer & Chief Financial Officer. Effective April 15, 2026, Mr. McGivney will receive an annual base salary of $1,250,000. Mr. McGivney will be eligible for an annual bonus with a target of $3,450,000 commencing with the 2026 performance year (awarded in February 2027). Mr.

On April 7, 2026, Paul Clement informed Coinbase Global, Inc. (“Coinbase”) that he will not stand for re-election to Coinbase’s Board of Directors (the “Board”) when his current term expires at Coinbase’s 2026 Annual Meeting of Shareholders (the “2026 Annual Meeting”). The Board appreciates and thanks Mr. Clement for his service to Coinbase and his invaluable contributions to the Board. The Board anticipates that it will reduce the size of the Board from ten directors to nine directors, effective upon the expiration of Mr. Clement’s term at the conclusion of the 2026 Annual Meeting.

Departure of Helen Shan as Chief Financial Officer On April 8, 2026, FactSet Research Systems Inc. (the “Company”) announced that, effective April 13, 2026, Helen Shan, the Chief Financial Officer of the Company (“CFO”), will transition out of her position as CFO and will become eligible to receive severance benefits upon her termination of employment in accordance with the Company’s Executive Severance Plan and Ms. Shan’s equity letter agreement with the Company (a form of which is attached as Exhibit 10.8 to the Company’s Annual Report on Form 10-K for the year ending August 31, 2025). Ms. Shan is expected to remain employed with the Company for a transitional period, during which she will be eligible to receive a base salary, FY 2026 bonus and employee benefits, but will not be eligible for any new incentive awards or any FY 2027 bonus. Ms.

On April 7, 2026, the Board of Directors of the Company approved a special award to Frank LaPrade, the Company’s Chief Enterprise Services Officer and Chief of Staff to the CEO, of 11,041 restricted stock units (“RSUs”) with a grant date value of approximately $2.0 million in recognition of his contributions to completing the Transaction and his anticipated work relating to the integration of the Brex business with the Company. The RSUs will vest in three equal annual installments on the first, second and third anniversary of the grant date and will settle 100% in Company Common Stock. 1

On March 30, 2026, Fidelity National Information Services, Inc. (the “Company”) was notified by Mark Benjamin, a member of the Company’s Board of Directors (the “Board”), of his decision not to stand for re-election at the Company’s 2026 annual meeting of shareholders (the “2026 Shareholder Meeting”). Mr. Benjamin’s decision was not due to any disagreement with the Company on any matters relating to the Company’s operations, policies, or practices. The Company’s Board and management team thank Mr. Benjamin for his commitment and dedication to the Board and the Company during his years as a director and wish him the best with his future endeavors. Stephanie Ferris, Chief Executive Officer and President of the Company, stated, “On behalf of the Board, I want to thank Mark for his distinguished service as a member of our Board.

On March 27, 2026, C. Jack Read informed MSCI Inc. (the “Company”) of his intention to resign from his position as Global Controller and Chief Accounting Officer to pursue another opportunity. He will continue to serve in his existing role and as the Company’s principal accounting officer until August 9, 2026. Mr. Read’s decision to resign was not the result of any disagreement with the Company on any matter relating to its financial statements, internal control over financial reporting, operations, policies or practices. The Company has initiated a process to identify a successor to serve as Global Controller and Chief Accounting Officer.

On March 27, 2026, State Street Corporation appointed C. Jack Read to serve as Executive Vice President, Global Controller and Chief Accounting Officer, effective August 10, 2026, succeeding Elizabeth M. Schaefer. Mr. Read, age 57, has served as Managing Director, Global Controller and Chief Accounting Officer of MSCI Inc., a provider of investment decision support tools and solutions for global investors, since August 2024, and from August 2018 to August 2024 he served as Executive Vice President, Controller and Chief Accounting Officer at Citizens Financial Group, a financial services and retail banking firm. Prior to that role, he held senior risk management, financial operations and tax roles at MUFG Americas, JPMorgan Chase and Washington Mutual Bank and was a tax advisory partner at KPMG. In connection with his employment with State Street, Mr.

Appointment of Alyssa H. Henry to the Board of Directors On March 25, 2026, the Board of Directors (the “Board”) of PayPal Holdings, Inc. (the “Company”) appointed Alyssa H. Henry as a new member of the Company’s Board, effective March 25, 2026. Ms. Henry is the former Chief Executive Officer of Block Inc. (formerly Square, Inc.). Ms. Henry fills a vacancy created by an increase in the size of the Board from 11 to 12. The Board has also appointed Ms. Henry to the Compensation Committee and Risk and Compliance Committee of the Board, effective March 25, 2026. As a non-employee director, Ms. Henry will be entitled to receive compensation in accordance with the Company’s Independent Director Compensation Policy included as Exhibit 10.28 to the Company’s Annual Report on Form 10-K for the year ended December 31, 2025 filed with the Securities and Exchange Commission on February 3, 2026.

Principal Financial Officer / Principal Accounting Officer Transition As previously disclosed in a Current Report on Form 8-K filed on February 10, 2026, the Board of Directors (the “Board”) of Robinhood Markets, Inc. (the “Company”) appointed Shiv Verma to be its Chief Financial Officer (“CFO”), effective as of the close of business on February 6, 2026. In connection with his assumption of the CFO role, on March 18, 2026, the People and Compensation Committee of the Board determined that Mr. Verma’s base salary will be $600,000 per year and his annual bonus target will be 75% of base salary, and on March 19, 2026, the Board determined that Mr. Verma will receive a promotion grant of restricted stock units with a grant date target value equal to approximately $18 million, with such restricted stock units vesting over a four year period. Mr.

On March 19, 2026, State Street Corporation’s Board of Directors elected Susan Gordon as an independent director of the corporation. Ms. Gordon has also been appointed as a member to the Board’s Examining and Audit Committee and its Technology and Operations Committee effective the date of her election to the Board. There are no arrangements or understandings between Ms. Gordon and any other persons pursuant to which Ms. Gordon was elected as a director of the corporation. Ms. Gordon will be entitled to a pro rata share of the 2025-2026 $110,000 annual retainer and $235,000 common stock retainer and to other director compensation arrangements under terms consistent with those previously disclosed in Exhibit 10.9 to State Street’s annual report on Form 10-K for the year ended December 31, 2025.

On March 18, 2026, Firdaus Bhathena, the Chief Product Technology Officer of Fidelity National Information Services, Inc. (the “Company”), notified the Company of his decision to resign effective March 20, 2026.

In connection with its previously announced General Counsel transition, Everest Group, Ltd. (the “Company”) entered into a Separation, Transition Services and General Release Agreement (the “Agreement”), dated March 13, 2026, with its former Executive Vice President and General Counsel, Ricardo Anzaldua. Under the Agreement, in recognition of his service to the Company, assistance as a special advisor to the Company during an extended transition period, agreement to act as an advisor to the Company for a further additional period of time, and in exchange for a full release of all contractual entitlements, claims, rights, and other undertakings with respect to the Company, the Company agreed to pay $7.25 million in respect of certain accrued payments and other compensation and benefits under Mr. Anzaldua’s employment agreement, forfeiture of previously granted equity awards and Mr.

On March 10, 2026, James Dunne III notified the Board of Directors (“Board”) of American International Group, Inc. (the “Company”) of his decision not to stand for re-election at the Company's 2026 Annual Meeting of Shareholders, which is scheduled to occur on May 13, 2026 (the “2026 Annual Meeting”). Mr. Dunne did not cite any disagreement on any matter relating to the Company's operations, policies or practices. Mr. Dunne will remain on the Board and a member of the Compensation and Management Resources Committee until the 2026 Annual Meeting.

(b) Lakshmi Mittal, a member of the Board of Directors (the “Board”) of The Goldman Sachs Group, Inc. (the “Company”), was deemed under the Board’s Corporate Governance Guidelines to have tendered his proposed retirement from the Board at the Company’s 2026 Annual Meeting of Shareholders, in accordance with the age-based retirement policy set forth therein. The retirement of Mr. Mittal, effective as of the Company's 2026 Annual Meeting, was accepted by the Board on March 9, 2026.

On March 6, 2026, Sherry Barrat informed Arthur J. Gallagher & Co. (the “ Company ”) that she has decided to retire from the Board of Directors (the “ Board ”). Her retirement will be effective on May 12, 2026 upon the election of directors at the 2026 Annual Meeting of Stockholders (the “ 2026 Annual Meeting ”). Accordingly, Ms. Barrat will not stand for reelection at the 2026 Annual Meeting. Ms. Barrat’s decision is not related to any disagreement with the Company on any matter relating to the Company's operations, policies or practices. Effective at the conclusion of the 2026 Annual Meeting, the size of the Board will be reduced from ten to nine members. The Board thanks Ms. Barrat for her years of dedicated service and many contributions to the Company.

On March 10, 2026, Charles F. Lowrey, Executive Chairman of Prudential Financial, Inc. (the “Company”), notified the Company’s Board of Directors (the “Board”) of his resignation as Executive Chairman of the Board and as a director, effective immediately. Mr. Lowrey will remain with the Company in the role of Senior Advisor until he retires from the Company at the end of the second quarter of 2026. Following Mr. Lowrey’s resignation as Executive Chairman, the Board appointed Andrew F. Sullivan, the Company’s President and Chief Executive Officer and a director, as the Chairman of the Board.

On March 10, 2026, Marsh & McLennan Companies, Inc. (the “Company”) announced that Nick Studer, will succeed Martin South as President and Chief Executive Officer of Marsh Risk, effective April 1, 2026. Mr. Studer has served as Chief Executive Officer of Oliver Wyman and Marsh Management Consulting since July 2021. He first joined the Company in 1997 and has held various senior positions at Oliver Wyman, including Managing Partner of the Financial Services Practice Group, Head of the European Finance and Risk Practice and Global Head of the Corporate and Institutional Banking practice. The Company also announced that Martin South will become the Senior Vice President and Chief Client Officer of the Company, effective April 1, 2026. Both Mr. South and Mr.

On March 4, 2026, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Kate Stepp, previously the Company's Chief Technology Officer ("CTO"), was named Chief AI Officer. Ms. Stepp assumed her new role on March 2, 2026. Bob Stolte assumed the role of CTO on March 2, 2026. A copy of the press release announcing these changes is annexed as Exhibit 99.1. All information in the press release is furnished but not filed.

(e) Annual Cash Incentive for 2026 On February 26, 2026 the Compensation Committee of the Board of Directors (the “Compensation Committee”) of Brown & Brown, Inc. (the “Company”) adopted the annual cash incentive for 2026 for certain of the Company’s executive officers, including certain of the named executive officers, pursuant to which they are eligible to receive a cash incentive payment based on the achievement of certain performance objectives in 2026. The terms of the annual cash incentive are not contained in a formal written document.

On February 24, 2026, Amy G. Brady informed KeyCorp (the “Company”) of her intention to resign from her position as Chief Information Officer due to personal health considerations, effective March 2, 2026. In connection with her resignation, the Company and Ms. Brady entered into a transition letter (the “Transition Letter”), pursuant to which Ms. Brady will remain employed by the Company as a non-executive employee through May 31, 2026 (the “Termination Date”) to assist with the smooth and orderly transition of her duties and responsibilities. Under the Transition Letter, Ms. Brady will be entitled to receive salary continuation and continued participation in the Company’s standard health and welfare benefit plans for a period of one year following the Termination Date. In addition, Ms.

Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Other Officers. (d) On February 25, 2026, pursuant to the By-Laws of Globe Life Inc. (the "Company"), the Board of Directors (the "Board") of the Company voted to expand the number of directors from twelve to fourteen persons as of such date, and appointed Derek T. Kan and Sandra L. Phillips to fill the newly-created directorships. Mr. Kan and Ms. Phillips will each serve for an initial term commencing on February 25, 2026 and expiring at the Company’s April 30, 2026 Annual Meeting of Shareholders. There were no understandings or arrangements pursuant to which Mr. Kan or Ms. Phillips were selected as directors. Having been determined by the Board to be "independent" pursuant to NYSE rules and additional Company criteria, Mr. Kan was named to serve on the Audit Committee of the Board and Ms.

(d) On February 25, 2026, the board of directors (the “Board”) of Marsh & McLennan Companies, Inc. (the “Company”) appointed Peter Harrison, age 59, as an independent member of the Board, effective immediately. Mr. Harrison’s Board committee assignments have not yet been determined. The Company expects to disclose such assignments in its definitive proxy statement for its 2026 Annual Meeting of Stockholders. As a non-management director, Mr. Harrison will be compensated as described in “Description of Compensation Arrangements for Independent Directors”, which was filed as Exhibit 10.2 to the Company’s Quarterly Report on Form 10-Q for the quarter ended June 30, 2025. A copy of the Company's press release, dated February 25, 2026, announcing the appointment of Mr. Harrison is attached hereto as Exhibit 99.1 and incorporated herein by reference.

On February 24, 2026, the Board of Directors (the “Board”) of MetLife, Inc. (the “Company”) increased the number of directors serving on the Board from eleven to thirteen, and elected Daniel S. Glaser and Michelle R. Seitz as directors of the Company. The Board appointed Mr. Glaser to its Audit Committee, Compensation Committee, and Finance and Risk Committee, and appointed Ms. Seitz to its Compensation Committee, Governance and Corporate Responsibility Committee, and Investment Committee, each effective immediately. The Board has affirmatively determined that each of Mr. Glaser and Ms. Seitz is an independent director. Each of Mr. Glaser and Ms. Seitz will participate in the Company’s standard non-management director compensation arrangements.

(e) On February 18, 2026, the Human Capital and Compensation Committee (the “Compensation Committee”) of the Board of Directors of Fifth Third Bancorp (the “Bancorp”) approved grant awards to certain of the Bancorp’s named executive officers, which awards were issued to incentivize a successful integration following the previously announced merger by certain of the Bancorp’s subsidiaries with Comerica Incorporated and Comerica Holdings Incorporated (the “Merger”). The Board granted these awards in the form of performance share units (“PSUs”), with payout levels determined based on performance against established goals under an integration scorecard, subject to a minimum payout of 0% and a maximum payout of 125%. The performance period for the PSUs runs from February 1, 2026 through December 31, 2026.

On February 20, 2026, Erie Indemnity Company (the “Company”) issued a press release announcing that Timothy G. NeCastro, the Company’s President and Chief Executive Officer, will retire on December 31, 2026 and the Board of Directors of the Company will initiate a search to identify a new President and Chief Executive Officer. Mr. NeCastro has been the Chief Executive Officer of the Company since 2016 and an employee of the Company for 30 years. He has served in a variety of senior leadership positions, including in internal audit, finance, product and policy services, and regional field operations.

Appointment of Director On February 18, 2026, the Company announced that the Board of Directors of the Company (the “Board”) appointed Vivek Sankaran as a new director of the Company and to the Audit Committee and Compensation Committee of the Board, effective February 19, 2026. Mr. Sankaran will be compensated for his service as director on the same basis as other non-employee directors of the Company. There are no arrangements or understandings between Mr. Sankaran and any other person pursuant to which he was selected as a director, and there are no related person transactions within the meaning of Item 404(a) of Regulation S-K promulgated by the Securities and Exchange Commission between the Company and Mr. Sankaran required to be disclosed herein. Mr. Sankaran is the former CEO of Albertsons Companies, where he led a major operational and digital transformation.

(b) On February 13, 2026, Rafael Santana notified The Travelers Companies, Inc. (the “Company”) that he will not stand for re-election to the Company’s Board of Directors at the Company’s 2026 Annual Meeting of Shareholders. Mr. Santana’s decision was not due to any disagreement with the Company’s management or Board of Directors. Mr. Santana will serve out the remainder of his term, which will end at the Company’s 2026 Annual Meeting of Shareholders. The Company is grateful to Mr. Santana for his years of service on the Board.

(b) Kathryn H. Ruemmler has determined to retire from her roles as Chief Legal Officer and General Counsel of The Goldman Sachs Group, Inc., effective June 30, 2026.

On February 12, 2026, Ameriprise Financial, Inc. (the “Company”) announced that Joseph E. Sweeney, President, Advice & Wealth Management Products & Service Delivery, has made the decision to retire from the Company on April 3, 2026.

2026 Annual Incentive Program Attached as Exhibit 10.1 and incorporated herein by reference are the Annual Incentive Payment Criteria for Executive Officers relating to annual incentive awards under the Company’s Annual Incentive Program, effective for awards in 2026 in respect of 2025. 2026 Long-Term Incentive Program Attached as Exhibit 10.2 and incorporated herein by reference is the Form of Terms and Conditions relating to awards to executive officers in 2026 under the Company’s 2021 Omnibus Incentive Plan of performance shares and restricted stock units under the Company’s 2026 Long-Term Incentive Program.

Principal Financial Officer / Principal Accounting Officer Transition On February 6, 2026, the Company's Board of Directors (the “Board”) appointed Shiv Verma to be its Chief Financial Officer (“CFO”), effective as of the close of business on February 6, 2026 (in which capacity he will serve as the Company’s principal financial officer and principal accounting officer). Mr. Verma, age 40, has been the Company's Senior Vice President of Finance and Strategy, and Treasurer since 2018 and has responsibilities for the Company’s Finance, Treasury, Corporate Strategy, and Corporate Development teams. As previously disclosed on November 5, 2025, Robinhood’s then-current CFO Jason Warnick has transitioned to an advisory role and will remain employed with the Company until September 1, 2026. There are no arrangements or understandings between Mr.

On February 9, 2026, the Board of Directors of Prudential Financial, Inc. (the “Company”) elected Maryann T. Mannen as an independent director. The appointment of Ms. Mannen is effective May 12, 2026. Ms. Mannen has been appointed to the Corporate Governance and Business Ethics Committee and the Compensation and Human Capital Committee. Ms. Mannen is entitled to receive compensation as a non-employee director as described in the Non-Employee Director Compensation Summary filed as Exhibit 10.26 to the Company’s 2024 Annual Report on Form 10-K.

As previously disclosed in the Original Report, on January 12, 2026, the Company announced that David J. Turner, Jr. provided notice of his intent to retire from his position as Senior Executive Vice President, Chief Financial Officer of the Company, effective March 31, 2026. The Company also announced that, effective upon Mr. Turner’s retirement from such position, it appointed Anil D. Chadha to serve as Senior Executive Vice President, Chief Financial Officer of the Company. On February 3, 2026, the Compensation and Human Resources Committee of the Board of Directors of the Company approved the following elements of Mr.

(b) On February 3, 2026, Laurie J. Thomsen notified The Travelers Companies, Inc. (the “Company”) that she will not stand for re-election to the Company’s Board of Directors at the Company’s 2026 Annual Meeting of Shareholders. Ms. Thomsen’s decision was not due to any disagreement with the Company’s management or Board of Directors. Ms. Thomsen will serve out the remainder of her term, which will end at the Company’s 2026 Annual Meeting of Shareholders. The Company is grateful to Ms. Thomsen for her years of service on the Board.

(e) On February 3, 2026, the Compensation Committee (the “Committee”) and the independent members of the Board of Directors (the “Independent Directors”) of Capital One Financial Corporation (the “Company”) approved the 2026 compensation plans for Mr. Richard D. Fairbank, the Company’s Chairman and Chief Executive Officer, and the Company’s other current executives who are named executive officers (the “Named Executive Officers”). Consistent with the Company’s long-standing practice, the compensation plans take effect immediately and are designed to directly link Mr. Fairbank’s and the other Named Executive Officers’ compensation with the Company’s performance over multiple time horizons and to align their interests with the interests of the Company’s stockholders. In addition, the Committee and the Independent Directors approved incentive awards to Mr.

On February 2, 2026, the Human Resources and Compensation Committee of the Board of Directors of Mastercard Incorporated (the “Company”) approved the following adjustments to the base salary and target annual incentive bonus opportunity for the Named Executive Officers listed below, effective as of March 1, 2026: Named Executive Officer Current Base Salary New Base Salary 2025 Target Annual Incentive Bonus Opportunity (% of Base Salary) 2026 Target Annual Incentive Bonus Opportunity (% of Base Salary) (1) Sachin Mehra Chief Financial Officer $825,000 $875,000 150% 175% Craig Vosburg Chief Services Officer $800,000 $825,000 135% 150% (1) Calculated based on the new base salary.

(e) At the annual meeting of stockholders of Franklin Resources, Inc. (the “Company”) held on February 3, 2026 (the “Annual Meeting”), the Company’s stockholders approved an amendment and restatement of the Company's 1998 Employee Stock Investment Plan ("ESIP"), to increase the number of shares of common stock, par value $0.10 per share, of the Company ("Common Stock") authorized for issuance under the ESIP by an additional 5,000,000 shares, and an amendment and restatement of the Company’s 2002 Universal Stock Incentive Plan (“USIP”), to increase the number of shares of Common Stock authorized for issuance under the USIP by an additional 25,000,000 shares.

On February 3, 2026, PayPal Holdings, Inc. (the “ Company ”) announced that on February 2, 2026, the Board of Directors (the “ Board ”) of the Company appointed Enrique Lores as President and Chief Executive Officer of the Company, effective as of March 1, 2026. Alex Chriss ceased to serve as President and Chief Executive Officer of the Company and resigned as a member of the Board, effective as of February 2, 2026. The Board also appointed Jamie Miller, the Company’s Chief Financial and Operating Officer, to serve as Interim President and Chief Executive Officer, effective immediately, until Mr. Lores assumes the role of President and Chief Executive Officer on March 1, 2026. Immediately prior to his appointment as President and Chief Executive Officer, Mr. Lores served as Chair of the Board and also as the Chief Executive Officer of HP Inc., and a member of HP’s Board of Directors.

Board of Directors In accordance with the terms of the Merger Agreement, as of the Effective Time, the size of the board of directors of Fifth Third (the “Board”) was increased to consist of a total of 16 directors, including 13 directors of the Board immediately prior to the Effective Time and three former directors of Comerica. The three former directors of Comerica appointed by the Board to fill the increase in the size of the Board referred to above, in each case effective as of the Effective Time, are as follows: Michael G. Van de Ven, who will also join the Joint Nominating and Corporate Governance Committee and the Joint Risk and Compliance Committee, Barbara R. Smith, who will also join the Joint Audit Committee and the Joint Human Capital and Compensation Committee, and Derek J.

In accordance with the terms of the Merger Agreement, as of the Effective Time, the size of the board of directors of the Company (the “Board”) was increased to consist of a total of 15 directors, including the 12 directors of the Company as of immediately prior to the Effective Time and three former directors of Cadence. The three former directors of Cadence appointed by the Board to fill the increase in the size of the Board referred to above, in each case effective as of the Effective Time, are as follows: James D. Rollins III, Virginia A. Hepner and Alice Rodriguez (collectively, the “New Directors”). 3 Other than the Merger Agreement and that certain Letter Agreement, dated October 26, 2025, by and among the Huntington Parties and James D.

Item 7.01 Regulation FD Disclosure On January 30, 2026, Cincinnati Financial Corporation issued the attached news release "Cincinnati Financial Corporation and Subsidiaries Recognize Promotions and Appointments." The news release is furnished as Exhibit 99.2 hereto and is incorporated herein by reference. On January 30, 2026, Cincinnati Financial Corporation issued the attached news release “Cincinnati Financial Corporation Increases Regular Quarterly Cash Dividend.” The news release is furnished as Exhibit 99.1 hereto and is incorporated herein by reference. This report should not be deemed an admission as to the materiality of any information contained in the news release. The foregoing information is being furnished pursuant to this

As part of the annual review of various executive compensation and benefit plans by the Compensation and Human Resources Committee (the “Committee”) of the Board of Directors (the “Board”) of U.S. Bancorp (the “Company”), the Committee determined, in consultation with its independent compensation consultant, that the Company’s change in control benefits should be updated to align more closely with the practices of similarly-sized peer banks in the financial services industry and to include important protections for the Company. On January 27, 2026, the Board, upon the recommendation of the Committee, adopted the U.S. Bank Executive Change in Control Severance Plan (the “Plan”) covering the executive officers and certain other officers of the Company, including the Company’s currently serving named executive officers (each a “participant”).

On January 29, 2026, the Board of Directors of The Charles Schwab Corporation (the “Company”) appointed Dennis Howard as Managing Director, Chief Technology, Operations and Data Officer of the Company, effective immediately. Mr. Howard, age 57, has served as the Company’s Managing Director, Chief Information Officer since 2022 and previously served as the Company’s Executive Vice President, Chief Information Officer from 2016 to 2022. He joined the Company in 2014 as Senior Vice President, Core Technology Solutions. Before joining the Company, Mr. Howard was Senior Vice President and Chief Information Officer for Visa Inc. Mr. Howard was not appointed pursuant to any arrangement or understanding between him and any other person. Mr. Howard does not have any family relationships with any director or executive officer of the Company, and there are no transactions in which Mr.

On January 28, 2026, the Board of Directors (the “Board”) of Assurant, Inc. (the “Company”) appointed Lynn Blake to the Board and to the Finance and Risk Committee and Nominating and Corporate Governance Committee of the Board, subject to customary regulatory approval. Ms. Blake most recently served as Executive Vice President and Chief Investment Officer, Global Equity Beta Solutions, at State Street Investment Management from 2011 to 2021, having held multiple positions at the company since 1987. Ms. Blake is currently a member of the United Natural Foods, Inc. board of directors, where she serves as a member of the audit committee and of the nominating and corporate governance committee, and a member of the WisdomTree, Inc. board of directors, where she serves as chair of the audit committee and a member of the compensation committee.

On January 27, 2026, Andrew Cecere, Chairman of the Board of Directors (the “Board”) of U.S. Bancorp (the “Company”), informed the Board that he does not intend to stand for re-election to the Company’s Board following expiration of his current term at the Company’s 2026 Annual Meeting of Shareholders. Mr. Cecere’s decision not to stand for re-election was for personal reasons following his dedicated service to the Company for 40 years and not due to any disagreement with the Company on any matter relating to the Company’s operations, policies or practices. Gunjan Kedia, the Company’s Chief Executive Officer and President and a member of the Board, has been elected by the Board to serve as Chairman, in addition to her current responsibilities, effective upon Mr. Cecere’s retirement from the Board on April 21, 2026.

(b) On January 28, 2026, the Company issued a news release announcing that John P. Sauerland, the Company's Chief Financial Officer (CFO), intends to retire from the Company on July 3, 2026, and that Andrew J. Quigg, the Company's Chief Strategy Officer, is expected to be appointed as CFO upon Mr. Sauerland's retirement. A copy of the news release is attached hereto as Exhibit 99.2.

On January 27, 2026, the Board of Directors (the “Board”) of BlackRock, Inc. (the “Company”) elected Gregg R. Lemkau to serve as a director of the Board. Mr. Lemkau is joining the Board as an independent director. Mr. Lemkau has served as Co-Chief Executive Officer of BDT & MSD Partners (“BDT & MSD”), a merchant bank with an advisory and investment platform, since 2023. Previously, Mr. Lemkau was CEO of MSD Partners, a predecessor firm of BDT & MSD, from 2021 to 2023. Prior to joining MSD Partners, Mr. Lemkau was Co-Head of the Investment Banking Division at Goldman Sachs and served on the firm’s Management Committee. Neither Mr. Lemkau, nor any of his immediate family members, is a party, directly or indirectly, to any related person transaction required to be reported pursuant to Item 404(a) of Regulation S-K. Mr.

Departure of Chief Operating Officer On January 26, 2026, Christopher Isaacson, Executive Vice President, Chief Operating Officer of Cboe Global Markets, Inc. (the “Company”), notified the Company of his intention to retire at the end of the day on March 6, 2026 (the “Retirement Date”). To provide the Company with assistance following his Retirement Date, Mr. Isaacson will provide the Company with consulting services until the end of the day on December 31, 2026 (the “Consulting Period”). Mr. Isaacson’s retirement was not due to any disagreement with the Company concerning the Company's operations, policies or practices. In connection with Mr. Isaacson’s retirement and consulting arrangement, the Company and Mr.

On January 23, 2026, Block, Inc. (the “Company”) announced that Ajmere Dale, the Company’s Chief Accounting Officer (Principal Accounting Officer), submitted his resignation from the Company, effective February 26, 2026 to pursue another opportunity. Mr. Dale has worked at Block for nearly ten years and provided significant contributions to the Company during that time. Amrita Ahuja, the Company’s Chief Financial Officer & Chief Operating Officer, will serve as Interim Principal Accounting Officer, effective upon Mr. Dale’s resignation while a search for a permanent replacement is conducted. The information required by

On January 22, 2026, the Board of Directors of Corpay, Inc. (the "Company" or "Corpay"), appointed London-based David Bunch to serve on its Board of Directors, effective immediately. Mr. Bunch currently serves as Group Executive Vice President for Mobility & Convenience at Shell PLC, where he leads one of the world’s largest branded networks, consisting of over 40,000 convenience, B2B, and EV mobility sites serving 30 million customers daily. His extensive international career spans leadership roles in North America, Asia, and Europe. Mr. Bunch, a dual UK/US national, previously served as Chairman of Shell UK Ltd, is an MBA graduate of the London Business School, and served as a Non-Executive Director within the UK Government’s Department for Transport. Mr.

On January 19, 2026, the Board of Directors (the “ Board ”) of Fidelity National Information Services, Inc. (the “ Company ”) increased the size of the Board from nine to ten directors and elected Mr. Anil Srinivasa Chakravarthy to fill the resulting vacancy, effective January 20, 2026, with an initial term expiring at the 2026 Annual Meeting of Shareholders. The Board has affirmatively determined that Mr. Chakravarthy is “independent” under the rules of the New York Stock Exchange and the rules and regulations of the U.S. Securities Exchange Act of 1934, as amended. Mr. Chakravarthy will receive compensation consistent with that received by the Company’s other non-employee directors, as described in the Company’s proxy statement on Schedule 14A for the 2025 Annual Meeting of Shareholders, as filed with the U.S.

On January 15, 2026, John D. Vollaro, a director of Arch Capital Group Ltd. (the “Company”) for the past 17 years and a 24-year veteran of the Company, informed the Company that he will not stand for reelection at the Company’s 2026 Annual Meeting of Shareholders. Mr. Vollaro’s decision to not stand for reelection is not the result of any disagreement with the Company regarding the Company’s operations, policies or practices. A copy of the Company’s press release announcing the same is attached hereto as Exhibit 99.1 and is incorporated herein by reference.

JPMorgan Chase & Co. (the “Firm”) announced that the independent members of the Board of Directors (the “Board”) approved the annual compensation for 2025 for Mr. James Dimon, CEO, in the amount of $43,000,000 compared to last year’s annual compensation of $39,000,000. The annual compensation for 2025 reflects Mr. Dimon’s stewardship of the Firm, with strong performance across our market-leading businesses and financial results, as well as a fortress balance sheet, and continues to demonstrate strong pay-for-performance alignment. Mr. Dimon’s total compensation includes an annual base salary of $1,500,000 and performance-based variable incentive compensation of $41,500,000. $5,000,000 of the variable incentive compensation will be delivered in cash and the remaining $36,500,000 will be delivered in the form of at-risk Performance Share Units ("PSUs"). PSUs tie 100% of Mr.

On January 15, 2026, each of Ruth Ann Gillis and Carlton Highsmith, directors of KeyCorp, informed the Board of Directors (the "Board") that they will retire from the Board effective upon the expiration of their current terms at KeyCorp's 2026 Annual Meeting of Shareholders (the "Annual Meeting"). On January 20, 2026, KeyCorp announced that the Board will nominate Antonio "Tony" DeSpirito and Christopher L. "Chris" Henson for election as independent directors at the Annual Meeting. Following the Annual Meeting, the size of the Board will remain at 14 directors. Mr. DeSpirito, 57, has served in various executive positions at BlackRock, Inc. since August 2014. During his time at BlackRock, he has served as a Managing Director, as the Lead Portfolio Manager of the Equity Dividend Franchise (from August 2014 through December 2025), as the Chief Investment Officer for U.S.

Adoption of Executive Carry Program On January 13, 2026, the Management Development and Compensation Committee (the “MDCC”) of the Board of Directors of BlackRock, Inc. (“BlackRock”) adopted a carry-based incentive program referred to as the Executive Carry Program (the “ECP”). Under the ECP, selected senior executives of BlackRock (other than the Chief Executive Officer) will be eligible to receive awards representing the right to receive a percentage of the carry distributions from a pool of BlackRock’s flagship private markets investment funds. The adoption of the ECP recognizes the growth and increasing strategic importance of BlackRock’s private markets platform and the importance of aligning the long-term interests of BlackRock’s senior executives with private markets results.

On January 13, 2026, David K. Wilson informed KeyCorp of his decision to retire for personal health reasons from the Board of Directors (the "Board"), effective immediately. In light of Mr. Wilson's retirement, KeyCorp's Board approved a reduction in the size of the Board to 14 members, effective January 15, 2026.

Departure of Chief Accounting Officer On January 9, 2026, David Sheffield, Executive Vice President and Chief Accounting Officer (principal accounting officer) of Global Payments Inc. (the “Company”), notified the Company of his intention to retire, effective March 1, 2026. Mr. Sheffield will continue to serve in his current role until his retirement, and the Company expects to appoint a successor Chief Accounting Officer and principal accounting officer prior to his retirement date. Mr. Sheffield’s departure is not the result of any disagreement with the Company on any matter relating to its operations, policies, or practices or any issues regarding accounting policies or practices.

On November 10, 2025, S&P Global Inc. (the "Registrant") announced that its Board of Directors (the "Board") appointed Robert Moritz to serve as a Director of the Registrant, effective March 1, 2026. This amendment is to update the effective date of Mr. Moritz's appointment to the Board and the committees to which he is appointed to February 1, 2026.

On January 12, 2026, Regions Financial Corporation (the “Company”) announced that David J. Turner, Jr. has provided notice of his intent to retire from his position as Senior Executive Vice President, Chief Financial Officer of the Company, effective March 31, 2026. The Company also announced that, effective upon Mr. Turner’s retirement, it has appointed Anil D. Chadha to serve as Senior Executive Vice President, Chief Financial Officer of the Company. Mr. Chadha, 47, has served Regions as Controller since December 2021 and as head of Corporate Finance since December 2023. He previously served as Executive Vice President, Head of Risk Shared Services & Analytics from May 2018 to November 2021, and as Senior Vice President, Assistant Treasurer from September 2015 to April 2018.

3 ITEM 7.01 REGULATION FD DISCLOSURE 3 ITEM 9.01 FINANCIAL STATEMENTS AND EXHIBITS 3

On January 8, 2026, it was announced that Ryan Stork will be stepping down from his role as Chief Operating Officer of KKR & Co. Inc. effective immediately.

Reference is hereby made to the Current Report on Form 8-K filed by Aon plc on March 17, 2025, which disclosed that on March 14, 2025, Eric Andersen had transitioned to the role of Senior Advisor from the role of President of Aon plc and Aon Corporation. On January 6, 2026, Aon Corporation, an indirect, wholly owned subsidiary of Aon plc (Aon plc together with its subsidiaries, “Aon” or the “Company”), entered into a separation agreement with Mr. Andersen (the “Separation Agreement”), in connection with Mr. Andersen’s departure from the Company effective January 31, 2026 (the “Separation Date”). Pursuant to the terms of the Separation Agreement, Mr. Andersen will receive a cash lump sum equal to Mr. Andersen’s 2025 target annual incentive under the annual incentive compensation plan. Mr.

c) As previously announced, on January 1, 2026, Mr. Greg Abel became Berkshire’s President and Chief Executive Officer. Effective that date, Mr. Abel’s annual cash salary increased to $25 million.

On January 6, 2026, American International Group, Inc. (the “Company”) announced that Chairman & CEO Peter Zaffino has notified the Company’s Board of Directors that he intends to transition to Executive Chair of the Company and retire as CEO by mid-year. The Company also announced that Eric Andersen will be joining the Company as President and CEO Elect, effective February 16, 2026. Mr. Andersen, age 60, currently serves as Senior Advisor to the Chief Executive Officer of Aon plc and previously served as President of Aon plc from 2020 to 2025. The Board expects that Mr. Andersen will succeed Mr. Zaffino as CEO and join the Board after June 1, 2026, following an orderly transition period. The Company entered into related agreements with each of Mr. Zaffino and Mr. Andersen as described below. The Company and Mr.

On December 31, 2025, Aon plc (the “Company”) and Aon Corporation (“Aon Corp”) entered into an Amended and Restated Employment Agreement (the “Employment Agreement”) with Gregory C. Case, the Company’s President and Chief Executive Officer. The purpose of the Employment Agreement is to, among other things, renew and extend the term of Mr. Case’s employment until December 31, 2030, unless earlier terminated pursuant to its terms, and update certain terms of his compensation for such period. A brief description of certain of the terms and conditions of the Employment Agreement are set forth below: Term and Position . The term of the Employment Agreement commenced December 31, 2025 and will expire on December 31, 2030, unless terminated earlier in accordance with the terms of the Employment Agreement. The Employment Agreement provides that Mr.

At the 2025 Annual Meeting of Stockholders (the "Annual Meeting") of FactSet Research Systems Inc. (the "Company" or "FactSet") held on December 18, 2025, the stockholders of the Company approved the FactSet Research Systems Inc. 2025 Omnibus Incentive Plan (the "2025 Omnibus Incentive Plan"). The Board of Directors of the Company (the "Board") previously approved the adoption of the 2025 Omnibus Incentive Plan subject to approval by the Company's stockholders at the Annual Meeting. The principal features of the 2025 Omnibus Incentive Plan are described in detail under "Proposal 5: Approval of FactSet Research Systems Inc. 2025 Omnibus Incentive Plan" of the Company's 2025 Proxy Statement filed with the Securities and Exchange Commission on October 27, 2025, which descriptions are incorporated herein by reference.

On December 18, 2025, Prudential Financial, Inc. (the “Company”) announced that Caroline A. Feeney, Executive Vice President and Global Head of Retirement and Insurance, will be leaving the Company in connection with an internal reorganization pursuant to which her position is being eliminated. Ms. Feeney will continue in her current role until February 2, 2026, and is currently expected to remain employed with the Company for a short period thereafter.

” On December 16, 2025, the directors of Moody’s Corporation (the “Company”) approved the amendment and restatement of the Amended and Restated Moody’s Corporation 2001 Key Employees’ Stock Incentive Plan (the “2001 Plan”) to: (i) revise the definition of “Good Standing” and require that an employee who receives “Retirement” treatment be in Good Standing and in compliance with post-termination obligations under the 2001 Plan; (ii) permit the Company to require a release of claims as a condition for Retirement treatment; (iii) add flexibility for restricted stock unit (“RSU”) vesting schedules; and (iv) clarify that equity treatment upon death or disability matches current Company practice without requiring approval of the Compensation & Human Resources Committee.

Election of Directors (d) On December 10, 2025, the Board of Directors (the "Board") of S&P Global Inc. (the "Company"), on recommendation of its Nominating and Corporate Governance Committee, appointed Hubert Joly to serve as a Director of the Company, effective January 2, 2026. Mr. Joly was appointed to serve on the Board’s Compensation and Leadership Development Committee and Audit Committee. As a Director, Mr.

On December 9, 2025, the Compensation Committee (“ Compensation Committee ”) of the Board of Directors of Apollo Global Management, Inc. (the “ Company ”) approved a grant of restricted share units (“ RSUs ”) providing for the right to receive shares of the Company’s common stock (“ shares ”), with a value of $10 million and $13.5 million to Martin Kelly, the Company’s Chief Financial Officer and Whitney Chatterjee, the Company’s Chief Legal Officer, respectively. The RSUs, which will be granted on December 18, 2025, are in recognition of their performance, and are intended to retain each of them and more closely align their compensation levels with individuals with similar roles in our peer group. In evaluating peer practices and competitive talent dynamics, the Compensation Committee determined that the RSU grants for Mr. Kelly and Ms.

(b) On December 8, 2025, Thomas H. Harvey provided notice to the Corporate Secretary of Fifth Third Bancorp (the “Company”) of his retirement from the Board of Directors of the Company. His retirement is effective January 7, 2026. (d) On December 9, 2025, the Board of Directors of Fifth Third Bancorp appointed Priscilla Almodovar as Director effective January 7, 2026. The Board of Directors appointed Ms. Almodovar to fill the vacancy created by the retirement of Thomas H. Harvey. In addition, Ms. Almodovar will serve on the Bancorp’s Nominating and Corporate Governance and Risk and Compliance Committees. A copy of the related press release is attached as Exhibit 99.1 hereto. Ms.

(d) On December 9, 2025, the Board of Directors (the “Board”) of The Bank of New York Mellon Corporation (the “Company”) elected Charles F. Lowrey as an independent member of the Board, effective February 15, 2026. With the election of Mr. Lowrey, the Company’s Board will consist of 12 directors. Mr. Lowrey will receive customary compensation from the Company for serving as a director in accordance with the non-management director compensation program as described in the Company’s Definitive Proxy Statement on Schedule 14A filed with the Securities and Exchange Commission on March 5, 2025 (the “Proxy Statement”). A copy of the Company’s press release relating to the election of Mr. Lowrey as a director is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference.

b) On December 8, 2025, Berkshire Hathaway Inc. (“Berkshire”) announced that Marc D. Hamburg, Berkshire’s Senior Vice President and Chief Financial Officer will retire from Berkshire on June 1, 2027. Mr. Hamburg will resign as Berkshire’s Chief Financial Officer on June 1, 2026 and work with his replacement from that date until his retirement on June 1, 2027 to ensure a smooth and seamless transition. c) On December 8, 2025, Berkshire announced that Mr. Charles C. Chang, age 57, will succeed Mr. Hamburg as Berkshire’s Senior Vice President and Chief Financial Officer on June 1, 2026. Mr. Chang has been Berkshire Hathaway Energy’s (“BHE”) Senior Vice President and Chief Financial Officer since joining BHE on October 1, 2024. Prior to joining BHE, Mr. Chang had been a partner at PricewaterhouseCoopers since 2002. There are no family relationships between Mr.

On December 7, 2025, Todd A. Combs notified JPMorgan Chase & Co. (the "Company") of his intention to resign as a member of the Board of Directors, effective December 7, 2025. Mr. Combs’ resignation is not the result of any disagreement with the Company.

(b) Ann E. Berman and Charles M. Diker have informed Loews Corporation (the “Corporation”) that, effective as of the Corporation’s 2026 Annual Meeting of Shareholders, they will retire from the Corporation’s Board of Directors. Mr. Diker has served on the Board since 2003 and Ms. Berman has served since 2006. The Board thanks them for their distinguished service to the Corporation and the Board and their many valuable contributions. In connection with their retirements, it is expected that the size of the Board will be reduced to ten directors. 2

On November 20, 2025, Everest Group, Ltd. (the "Company") disclosed that in connection with the Company's appointment of Elias Habayeb as its Executive Vice President and Chief Financial Officer effective on or about May 1, 2026, Mark Kociancic will retire from his position as the Company's Executive Vice President and Chief Financial Officer after the Company's first quarter 2026 reporting cycle is completed and remain with the Company as a special advisor through a transition period. Pursuant to the terms of an agreement between the Company and Mr. Kociancic, dated November 25, 2025 (the "Transition Agreement"), Mr. Kociancic's employment with the Company will end on July 31, 2026 (the "Departure Date"). He will serve as an advisor to the Company between May 1, 2026, and the Departure Date (the "Advisor Period"). Conditional upon Mr.

On November 20, 2025, the Board of Directors (the “Board”) of Bank of America Corporation (the “Corporation”) designated certain members of management as “executive officers” of the Corporation, as that term is defined in Rule 3b-7 under the Securities Exchange Act of 1934, as amended. The Corporation’s executive officers are Brian T. Moynihan, Chair and Chief Executive Officer, and the following officers who report directly to Mr. Moynihan: • Dean C. Athanasia , Co-President • Alastair M. Borthwick , Executive Vice President and Chief Financial Officer • Sheri Bronstein , Chief People Officer • James P. DeMare , Co-President • Hari Gopalkrishnan , Chief Technology & Information Officer • Geoffrey S. Greener , Chief Risk Officer • Bernard A. Mensah , President, International • Lauren A.

On November 19, 2025, the Board of Directors of Citigroup Inc. (Citi) appointed Gonzalo Luchetti, currently Citi’s Head of U.S. Personal Banking , to be Citi’s Chief Financial Officer, effective in early March 2026. Mr. Luchetti will replace Mark A. L. Mason, who has accepted the position of Executive Vice Chair of Citi and Senior Executive Advisor to Citi’s Chair and CEO Jane Fraser, effective as of the same time. Mr. Luchetti joined Citi in 2006 and assumed his current position in February 2021. Prior to his current role, he served as Head of Citi’s Consumer Bank in Asia and EMEA. He also served as the Head of Citi’s Asia Retail Bank and Global Head of Wealth Management and Insurance. Prior to joining Citi, he worked for JPMorgan Chase and Bain & Company. Mr.

Appointment of New Executive Vice President and Chief Financial Officer - Elias Habayeb On November 20, 2025, Everest Group, Ltd. (the "Company") announced that Elias Habayeb will join the Company as Executive Vice President and Group Chief Financial Officer, effective on or about May 1, 2026 (the "Commencement Date"). Mr. Habayeb, age 53, has served as Executive Vice President and Chief Financial Officer of Corebridge Financial ("Corebridge"), a provider of retirement solutions and insurance products, since September 2022. Prior to his tenure at Corebridge, he served in various senior roles at American International Group ("AIG"), a leading global insurance organization, including Chief Financial Officer of the Life & Retirement business, Chief Financial Officer of the General Insurance business and AIG's Deputy Chief Financial Officer and Chief Accounting Officer starting in 2015.

Gregg M. Sherrill, a member of the board of directors of the Registrant since 2017 and the board’s Lead Director since 2021, will retire from the board of directors effective November 21, 2025. Richard T. Hume, a member of the board of directors of the Registrant since 2020, will serve as the board’s Lead Director effective November 21, 2025. Mr. Sherrill’s retirement from the board did not involve any disagreement with the Registrant. 2

On November 12, 2025, Mr. C.D. Baer Pettit notified MSCI Inc. (the “Company”) of his decision to retire from the Company. Accordingly, and in connection with his planned retirement and in order to facilitate a smooth and orderly transition of his responsibilities, Mr. Pettit ceased serving in his position as Chief Operating Officer of the Company, effective November 12, 2025, and will cease serving in his positions as President and as a member of the Board of Directors of the Company (the “Board”), in each case effective March 1, 2026. The Company intends to enter into an advisory service arrangement with Mr. Pettit, pursuant to which, for the period from March 1, 2026 through a date in the third quarter of 2026, Mr. Pettit will provide certain advisory services to the Company to ensure a smooth and orderly transition of his responsibilities. In addition, in connection with Mr.

On November 12, 2025, the stockholders voted to approve the Jack Henry & Associates, Inc. 2025 Equity Incentive Plan (the “Plan”). The Plan had previously been approved by the Board of Directors and replaces the prior equity plan which expired in 2025. The Plan provides a framework for equity incentive awards to employees and non-employee directors of the Company. A description of the material terms of the Plan is set forth in Proposal 3 of the Company’s definitive Proxy Statement filed with the SEC on October 2, 2025 (the “Proxy”) and is incorporated herein by reference. The description of the Plan set forth in the Proxy is only a summary of the Plan and is qualified in its entirety by reference to the Plan, which is filed as Exhibit 10.81 to this Current Report on Form 8-K and incorporated by reference herein.

American International Group, Inc. (NYSE: AIG) today communicated that it has reached a mutual agreement with John Neal, who had been named to the position of President effective December 1, 2025, that he will no longer be joining the Company due to personal circumstances. AIG Chairman & CEO Peter Zaffino will continue to work with the Board on the future organizational structure of the Company to drive performance on behalf of its clients, partners, and stakeholders.

On November 12, 2025, upon the recommendation of its Nominating and Governance Committee, the Board of Ameriprise Financial, Inc. (the “Company”) appointed Liane J. Pelletier as a director of the Company effective immediately. Ms. Pelletier will join the Company’s Audit and Risk Committee on the same date. Ms. Pelletier served as the chair, chief executive officer and president of Alaska Communications Systems Group, a telecommunications and technology services provider, from 2003 to 2011. Prior to that, she held senior roles at Sprint Corporation, including Senior Vice President of Corporate Strategy and Business Development. Ms. Pelletier has served as a director of Expeditors International of Washington, Inc. since 2013 and Frontdoor, Inc. since 2018, and she served as a director of Switch, Inc. from 2020-2022, and ATN International, Inc. from 2012-2023. Ms.

Election of Directors (d) On November 4, 2025, the Board of Directors (the "Board") of S&P Global Inc. (the "Company"), on recommendation of its Nominating and Corporate Governance Committee, appointed Robert Moritz to serve as a Director of the Company, effective March 1, 2026. Mr. Moritz was appointed to serve on the Board’s Nominating and Corporate Governance Committee and Audit Committee. As a Director, Mr.