{"schema_version":"secwatch.filing_event.v1","accession":"0000936528-23-000028","form_type":"8-K","ticker":"WAFD","cik":"0000936528","company_name":"WAFD INC","filed_at":"2023-01-06T23:59:59+00:00","discovered_at":"2026-05-14T18:03:48.654016+00:00","generated_at":"2026-06-20T19:13:00.580477+00:00","sec_items":["5.02"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"confidence":"high","headline":"Washington Federal names Kelli Holz CFO effective Jan 1, 2023; Vincent Beatty to retire March 31, 2023","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0000936528-23-000028","json":"https://secwatch.observer/filing/0000936528-23-000028.json","markdown":"https://secwatch.observer/filing/0000936528-23-000028.md","text":"https://secwatch.observer/filing/0000936528-23-000028.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/936528/000093652823000028/0000936528-23-000028-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/936528/000093652823000028/wfsl-20230101.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-20T19:13:00.580477+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"531d302e7b","claim":"Kelli Holz was appointed as Executive Vice President and Chief Financial Officer at WAFD INC.","evidence_excerpt":"effective January 1, 2023, Ms. Kelli Holz assumed the role of Executive Vice President and Chief Financial Officer for Washington Federal, Inc.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/936528/000093652823000028/0000936528-23-000028-index.htm","confidence":1.0,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Executive Vice President and Chief Financial Officer"}],"fact_type":"executive_change"},{"claim_id":"dff87a9936","claim":"Vincent Beatty changed role as Executive Vice President and Senior Advisor to the Chief Financial Officer at WAFD INC.","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/936528/000093652823000028/0000936528-23-000028-index.htm","confidence":1.0,"family_label":"Executive change","details":[{"label":"Action","value":"remain employed"},{"label":"Role","value":"Executive Vice President and Senior Advisor to the Chief Financial Officer"}],"fact_type":"executive_change"},{"claim_id":"eac4108adc","claim":"Vincent Beatty departed as Executive Vice President and Senior Advisor to the Chief Financial Officer at WAFD INC.","evidence_excerpt":"It is anticipated that Mr. Beatty will remain in this role until his retirement on March 31, 2023.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/936528/000093652823000028/0000936528-23-000028-index.htm","confidence":1.0,"family_label":"Executive change","details":[{"label":"Action","value":"retire"},{"label":"Role","value":"Executive Vice President and Senior Advisor to the Chief Financial Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}