---
schema_version: "secwatch.filing_event.v1"
accession: "0000825313-25-000020"
form_type: "8-K"
ticker: "AB"
cik: "0000825313"
company_name: "ALLIANCEBERNSTEIN HOLDING L.P."
filed_at: "2025-03-12T23:59:59+00:00"
generated_at: "2026-05-24T22:55:22.374526+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# AB appoints Thomas Simeone as CFO; Jackie Marks departs after one year

## Summary
- Thomas Simeone, former Controller & CAO, named CFO effective March 12, 2025.
- Jackie Marks, CFO since March 2024, separated by mutual agreement; not related to any dispute.
- Marks receives standard severance: 6 months salary continuation + portion of 2025 incentive comp.
- Alexis Luckey appointed Chief Accounting Officer; retains Director of Financial Reporting role.
- Luckey previously at Ernst & Young and Tractor Supply Company in financial reporting.

## SEC filing metadata
- accession: 0000825313-25-000020
- form_type: 8-K
- ticker: AB
- cik: 0000825313
- company_name: ALLIANCEBERNSTEIN HOLDING L.P.
- filed_at: 2025-03-12T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/825313/000082531325000020/0000825313-25-000020-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/825313/000082531325000020/ab-20250312.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000825313-25-000020
- JSON: https://secwatch.observer/filing/0000825313-25-000020.json
- Plain text: https://secwatch.observer/filing/0000825313-25-000020.txt

## Key facts
- Executive change
  Jackie Marks departed as Chief Financial Officer at ALLIANCEBERNSTEIN HOLDING L.P..
  - Action: separated
  - Role: Chief Financial Officer
  source text: Simultaneously, AB mutually agreed to a separation with Ms. Jackie Marks, AB’s CFO since March 1, 2024, effective March 12, 2025.
  evidence_url: https://www.sec.gov/Archives/edgar/data/825313/000082531325000020/0000825313-25-000020-index.htm
- Executive change
  Alexis Luckey was appointed as Chief Accounting Officer at ALLIANCEBERNSTEIN HOLDING L.P..
  - Action: appointed
  - Role: Chief Accounting Officer
  source text: In addition, AB appointed Ms. Alexis Luckey, age 42, to the position of Chief Accounting Officer.
  evidence_url: https://www.sec.gov/Archives/edgar/data/825313/000082531325000020/0000825313-25-000020-index.htm

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