---
schema_version: "secwatch.filing_event.v1"
accession: "0000825313-24-000004"
form_type: "8-K"
ticker: "AB"
cik: "0000825313"
company_name: "ALLIANCEBERNSTEIN HOLDING L.P."
filed_at: "2024-01-08T23:59:59+00:00"
generated_at: "2026-06-07T02:44:49.922199+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# AllianceBernstein appoints Jackie Marks as CFO effective March 1, 2024

## Summary
- Jackie Marks, former Conde Nast CFO, joins AB as CFO effective March 1, 2024; replaces interim CFO Bill Siemers.
- Marks gets $400K base salary, $2.4M annual bonus (60% cash, 40% equity) for FY2024, plus relocation package.
- Marks eligible for special award of ~$2.2M in restricted units contingent on relocation to Nashville by Aug 30, 2025.
- Siemers remains Senior Advisor, receiving base salary through 2024 and prorated bonus for interim CFO service.
- Marks will report to CEO Seth Bernstein and join the Operating Committee and CEO's leadership team.

## SEC filing metadata
- accession: 0000825313-24-000004
- form_type: 8-K
- ticker: AB
- cik: 0000825313
- company_name: ALLIANCEBERNSTEIN HOLDING L.P.
- filed_at: 2024-01-08T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 5.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/825313/000082531324000004/0000825313-24-000004-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/825313/000082531324000004/ab-20240108.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000825313-24-000004
- JSON: https://secwatch.observer/filing/0000825313-24-000004.json
- Plain text: https://secwatch.observer/filing/0000825313-24-000004.txt

## Key facts
- Executive change
  Jackie Marks was appointed as Chief Financial Officer at ALLIANCEBERNSTEIN HOLDING L.P..
  - Action: appointed
  - Role: Chief Financial Officer
  source text: On January 8, 2024 AllianceBernstein L.P. (" ABLP ") and AllianceBernstein Holding L.P. (together with ABLP, " AB ") announced the appointment of Jackie Marks as Chief Financial Officer (" CFO "), effective March 1, 2024.
  evidence_url: https://www.sec.gov/Archives/edgar/data/825313/000082531324000004/0000825313-24-000004-index.htm
- Executive change
  Bill Siemers changed role as Senior Advisor at ALLIANCEBERNSTEIN HOLDING L.P..
  - Action: transitioned
  - Role: Senior Advisor
  source text: Bill Siemers will remain acting Interim Chief Financial officer until February 29, 2024, at which point he will transition into the role of a Senior Advisor to AB.
  evidence_url: https://www.sec.gov/Archives/edgar/data/825313/000082531324000004/0000825313-24-000004-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.