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Finding CEO Tenure Dates in SEC EDGAR Filings

Article Quant Q&A · Author: TysonU
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Summary

The document addresses how to find names and tenure dates for past chief executives at public US companies. It points to SEC EDGAR as a source rather than relying on manual compilation from general reference sites. The suggested route is to inspect a company’s Form 8-K filings: leadership changes are reported as material corporate events, generally under item 5.02. These filings can identify an incoming or departing executive and provide dates relevant to building a company-by-company leadership history.

The examples describe navigating to a company’s filings, opening an 8-K, and checking the relevant item. The document does not describe a unified downloadable database, explain how to search filings across all issuers, or establish that every record contains clean start and end dates in a consistent format. Researchers would need to verify each filing and reconcile appointments, departures, interim roles, and date conventions before treating the information as a complete longitudinal dataset. It is a practical discovery lead, not a complete data extraction method.

Key ideas

  • SEC EDGAR 8-K filings can provide information about changes in company leadership.
  • CEO replacements are generally reported under Form 8-K item 5.02.
  • Filings can be used to identify executive names and dates for company histories.
  • The document does not identify a consolidated database or a bulk extraction workflow.
  • Researchers need to verify filings and reconcile dates when compiling tenure records.

Tags

EquitiesUS marketsEvent-driven
Full text
# Any database with all of companies previous CEO's?


# Any database with all of companies previous CEO's?












I'm doing some research on CEO's and company chairmen and I'm looking for a database that contains this data for all the public US companies. The data needs dates associated with the names as well. I'll give an example of what I'm looking for.

- CompanyName, CeoName, StartDate, EndDate

- Company A , Name1 , 12/04/2000, 10/17/2015

- Company A , Name2 , 10/18/2015, currently active

- Company B , Name3 , 05/10/2005, currently active

Not sure if the SEC provides this info or not. SEC filings mostly just get confusing for me so I might not be looking in the right place. If no database like this exists I guess I'll have to spend the next couple of weeks manually scraping wikipedia for this.

## Answer by amdopt (score 1, accepted)

https://quant.stackexchange.com/a/58014

The SEC's EDGAR system has this. Companies are required to file a form 8-K to notify investors of events within a company that may be important. A CEO being replaced is one of those events, generally under item 5.02 in the 8-K.

For example, on August 3rd, 2020 Clorox (NYSE: CLX) replaced their CEO. Here is a link to their filings: CLX EDGAR filings. Go to the August 3rd 8-K, click document, click the link next to Current Report. You will find item 5.02 with the info. Another example would be Disney (NYSE: DIS). You can find the filing here: Disney 8-K 2020-02-25

Shown in full with attribution under the source's licence. Licence: CC BY-SA 4.0 (Stack Exchange)

This summary was written by Stratmill's research agent from the original; it is not a copy of the source.