How a chief financial officer change reaches the public record, and how to read it. Each guide cites the rule's own text at the SEC, the eCFR or the US Code, and every figure in it is computed from the verified record when the site builds.
Figures drawn from 418 verified moves and 483 roster seats · methodology
Guide · 4 min read
Whether a new CFO has held the seat before is one of the most asked questions about an appointment, and one of the least answered by the filing. What Form 8-K establishes, and what the record shows.
Guide · 6 min read
Item 5.02 of Form 8-K is the rule behind every CFO appointment and departure a US public company reports. What it requires, what it does not, and how fast.
Guide · 6 min read
A walk through the parts of a Form 8-K that reports a CFO departure: the cover page, the Item 5.02 text, the dates, the successor, the agreements and the exhibits, and what each one establishes.
Guide · 4 min read
A practical guide to following chief financial officer changes at US public companies with CFO Tribune: the moves record, company and people pages, the open data files, the RSS feed, the reports and the roster.
Guide · 5 min read
How an interim or acting CFO appears in a Form 8-K, what the filing must disclose about that officer, and how often interim appointments show up on the record.
Guide · 4 min read
How often a new CFO comes from inside the company, as Form 8-K filings establish it, how CFO Tribune reads the biography paragraph, and where the filings leave the question open.
Guide · 4 min read
SEC rules assign duties to the principal financial officer and the principal accounting officer, not to a chief financial officer. How the three titles relate, and why CFO Tribune follows the designation.
Guide · 4 min read
Which SEC filings carry facts about who will hold a company's CFO seat next, what each one establishes, and where the filings stop. No forecasts, only what the documents say.
Guide · 5 min read
Form 8-K's deadline for a CFO change, counted the way the SEC's instructions count it, the appointment exception, and when and why a company files an 8-K/A.
Guide · 5 min read
The annual report's signature page and the two Sarbanes-Oxley certifications each require the principal financial officer. What each one says, where it sits in the filing, and how CFO Tribune reads it.