Washington Federal names Kelli Holz CFO effective Jan 1, 2023; Vincent Beatty to retire March 31, 2023

WAFD INC

Kelli Holz appointed Executive VP and CFO effective Jan 1, 2023, succeeding Vincent Beatty.
Holz receives $400,000 base salary, 75% target bonus, and eligibility for restricted stock/performance shares.
Beatty remains as Senior Advisor to CFO at current salary until retirement on March 31, 2023.
Board to consider standard indemnification and change of control agreement for Holz at Feb 14, 2023 meeting.

item 5.02

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Appointed

Kelli Holz

Executive Vice President and Chief Financial Officer

WAFD · WAFD INC

Effective: 2023-01-01
Filed: January 6, 2023, 6:59 PM ET

effective January 1, 2023, Ms. Kelli Holz assumed the role of Executive Vice President and Chief Financial Officer for Washington Federal, Inc.

Role change

Vincent Beatty

Executive Vice President and Senior Advisor to the Chief Financial Officer

WAFD · WAFD INC

Effective: 2023-01-01
Filed: January 6, 2023, 6:59 PM ET

Mr. Beatty will remain employed by the Company on an at-will basis and at his current annual base salary in the role of Executive Vice President and Senior Advisor to the Chief Financial Officer.

Departed

Vincent Beatty

Executive Vice President and Senior Advisor to the Chief Financial Officer

WAFD · WAFD INC

Effective: 2023-03-31
Successor: Kelli Holz
Filed: January 6, 2023, 6:59 PM ET

It is anticipated that Mr. Beatty will remain in this role until his retirement on March 31, 2023.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 1.0

Kelli Holz was appointed as Executive Vice President and Chief Financial Officer at WAFD INC.

Action: appointed
Role: Executive Vice President and Chief Financial Officer

Exact text from the filing

effective January 1, 2023, Ms. Kelli Holz assumed the role of Executive Vice President and Chief Financial Officer for Washington Federal, Inc.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 1.0

Vincent Beatty changed role as Executive Vice President and Senior Advisor to the Chief Financial Officer at WAFD INC.

Action: remain employed
Role: Executive Vice President and Senior Advisor to the Chief Financial Officer

Exact text from the filing

Mr. Beatty will remain employed by the Company on an at-will basis and at his current annual base salary in the role of Executive Vice President and Senior Advisor to the Chief Financial Officer.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 1.0

Vincent Beatty departed as Executive Vice President and Senior Advisor to the Chief Financial Officer at WAFD INC.

Action: retire
Role: Executive Vice President and Senior Advisor to the Chief Financial Officer

Exact text from the filing

It is anticipated that Mr. Beatty will remain in this role until his retirement on March 31, 2023.

View on SEC.gov

WAFD INC filing history →

Source: SEC EDGAR

accession 0000936528-23-000028

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