---
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"
generated_at: "2026-06-20T19:13:00.580477+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.4
calibrated_materiality_score: 0.4
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.4
- calibrated_materiality_score: 0.4
- confidence: high
- sec_items: 5.02
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000936528-23-000028
- JSON: https://secwatch.observer/filing/0000936528-23-000028.json
- Plain text: https://secwatch.observer/filing/0000936528-23-000028.txt

## Key facts
- Executive change
  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
  source text: effective January 1, 2023, Ms. Kelli Holz assumed the role of Executive Vice President and Chief Financial Officer for Washington Federal, Inc.
  evidence_url: https://www.sec.gov/Archives/edgar/data/936528/000093652823000028/0000936528-23-000028-index.htm
- Executive change
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/936528/000093652823000028/0000936528-23-000028-index.htm
- Executive change
  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
  source text: It is anticipated that Mr. Beatty will remain in this role until his retirement on March 31, 2023.
  evidence_url: https://www.sec.gov/Archives/edgar/data/936528/000093652823000028/0000936528-23-000028-index.htm

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