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.