---
schema_version: "secwatch.filing_event.v1"
accession: "0000936528-22-000092"
form_type: "8-K"
ticker: "WAFD"
cik: "0000936528"
company_name: "WAFD INC"
filed_at: "2022-08-31T23:59:59+00:00"
generated_at: "2026-06-23T19:08:26.994389+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# WaFd Bank promotes Kelli Holz to CFO effective Jan 1, 2023, replacing retiring Vincent Beatty

## Summary
- Kelli Holz, current Chief Risk Officer and veteran banker, appointed CFO effective January 1, 2023.
- Holz brings 34 years of finance and risk experience; previously controller and interim CFO at Horizon Bank.
- Current CFO Vincent Beatty will retire at end of December 2022, as previously disclosed in January 2022.
- Holz is a CPA and certified anti-money laundering specialist (ACAMS).

## SEC filing metadata
- accession: 0000936528-22-000092
- form_type: 8-K
- ticker: WAFD
- cik: 0000936528
- company_name: WAFD INC
- filed_at: 2022-08-31T23:59:59+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/936528/000093652822000092/0000936528-22-000092-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/936528/000093652822000092/wfsl-20220831.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000936528-22-000092
- JSON: https://secwatch.observer/filing/0000936528-22-000092.json
- Plain text: https://secwatch.observer/filing/0000936528-22-000092.txt

## Key facts
- Executive change
  Kelli Holz was appointed as Chief Financial Officer at WAFD INC.
  - Action: appointed
  - Role: Chief Financial Officer
  source text: announced the appointment of Kelli Holz to serve as both the Company's and the Bank's Chief Financial Officer, effective January 1, 2023.
  evidence_url: https://www.sec.gov/Archives/edgar/data/936528/000093652822000092/0000936528-22-000092-index.htm
- Executive change
  Vincent L. Beatty departed as Chief Financial Officer at WAFD INC.
  - Action: retire
  - Role: Chief Financial Officer
  source text: The Company's current Chief Financial Officer, Vincent L. Beatty, will relinquish his responsibilities with that role upon his retirement at the end of December 2022, as previously disclosed.
  evidence_url: https://www.sec.gov/Archives/edgar/data/936528/000093652822000092/0000936528-22-000092-index.htm

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