secwatch / observer

CME GROUP INC. — fact timeline

Source-grounded facts extracted from CME GROUP INC.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

CME CME GROUP INC. JSON

Lynne C. Fitzpatrick was appointed as Director at CME GROUP INC..

“Ms. Fitzpatrick will continue to serve as the Company’s President and Chief Financial Officer through the Transition Date and will then assume the role of Chief Executive Officer and be appointed to the Board and its Executive Committee on the Transition Date.”

Lynne C. Fitzpatrick changed role as Chief Executive Officer at CME GROUP INC..

“Lynne C. Fitzpatrick, the Company’s current President and Chief Financial Officer, will succeed Mr. Duffy as the Company’s Chief Executive Officer”

Terrence A. Duffy was appointed as Executive Chairman at CME GROUP INC..

“Terrence A. Duffy, the Company’s current Chairman and Chief Executive Officer, will become the Company’s Executive Chairman”
Shareholder Votes

CME GROUP INC. shareholders approved Election of Class B-2 Director at the 2026-06-09 meeting.

“The Class B-2 director has been re-elected to serve until the 2027 annual meeting of shareholders.”
Shareholder Votes

CME GROUP INC. shareholders approved Election of Class B-1 Directors at the 2026-06-09 meeting.

“Each of the Class B-1 directors have been re-elected to serve until the 2027 annual meeting of shareholders.”
Shareholder Votes

CME GROUP INC. shareholders approved Amendment to our certificate of incorporation at the 2026-06-09 meeting.

“Item 7 - The proposal relating to an amendment to our certificate of incorporation passed; however, the amendment will not be filed, since its approval was contingent upon the approval of Items 4, 5 and 6.”
Shareholder Votes

CME GROUP INC. shareholders rejected Eliminate the right of the Class B-2 shareholders to elect two directors at the 2026-06-09 meeting.

“Item 5 - The proposal to eliminate the right of the Class B-2 shareholders to elect two directors did not pass.”
Shareholder Votes

CME GROUP INC. shareholders rejected Eliminate the right of the Class B-1 shareholders to elect three directors at the 2026-06-09 meeting.

“Item 4 - The proposal to eliminate the right of the Class B-1 shareholders to elect three directors did not pass.”
Shareholder Votes

CME GROUP INC. shareholders approved Advisory vote to approve compensation of named executive officers at the 2026-05-14 meeting.

“3. The proposal to approve, on an advisory basis, the compensation of the Company's named executive officers was approved based upon the following votes. For this item, Class A and Class B shareholders vote together as a single class. There were a total of 23,505,825 broker non-votes for this proposal. FOR AGAINST ABSTAIN 259,576,112 34,530,288 854,319”
Shareholder Votes

CME GROUP INC. shareholders approved Ratify appointment of Ernst & Young LLP as independent auditor for 2026 at the 2026-05-14 meeting.

“2. The proposal to ratify the appointment of Ernst & Young LLP as the Company's independent auditor for 2026 was approved based upon the following votes. For this item, Class A and Class B shareholders vote together as a single class. FOR AGAINST ABSTAIN 291,376,905 26,595,015 494,624”
Shareholder Votes

CME GROUP INC. shareholders approved Election of Equity Directors at the 2026-05-14 meeting.

“1. Each of the Equity Director nominees were elected to serve until the 2027 annual meeting of shareholders based on the following votes. For this item, Class A and Class B shareholders vote together as a single class. There were a total of 23,505,825 broker non-votes in this proposal. Equity Directors FOR AGAINST ABSTAIN Terrence A. Duffy 267,885,386 26,615,419 459,914 Kathryn Benesh 286,032,047 8,324,133 604,539 Timothy S. Bitsberger 267,913,188 26,461,432 586,099 Charles P. Carey 252,305,370 41,546,896 1,108,453 Bryan T. Durkin 280,480,508 13,830,690 649,521 Harold Ford Jr. 285,672,959 8,650,548 637,212 Martin J. Gepsman 242,151,525 52,090,523 718,671 Daniel G. Kaye 281,023,717 13,356,331 580,671 Phyllis M. Lockett 258,393,139 35,557,492 1,010,088 Deborah J. Lucas 286,008,982 8,354,274 597,463 Rahael Seifu 271,627,737 22,563,896 769,086 William R. Shepard 268,926,954 25,612,160 421,605 Howard J. Siegel 273,255,554 21,183,226 521,939 Dennis A. Suskind 257,757,954 36,335,165 867,600”
Material Agreements

CME GROUP INC. amended Amendment No. 11 to the 364-Day Multi-Currency Credit Facility (Existing 364-Day Credit Facility) with Bank of America, N.A. valued at $7 billion multi-currency revolving secured credit facility, eligible to be increased to $10 billion (effective 2026-04-22).

“Item 1.01 Entry into a Material Definitive Agreement. Clearing House Credit Facility Effective as of April 22, 2026, Chicago Mercantile Exchange Inc. ("CME") entered into an amendment ("Amendment No. 11") to its 364-day multi-currency credit facility (the "364-Day Credit Facility") with Bank of America, N.A., in its capacity as Administrative Agent, Citibank, N.A., in its capacity as Collateral Agent and Collateral Monitoring Agent, and the banks party thereto. The 364-Day Credit Facility as amended by Amendment No. 11 is referred to as the "Existing 364-Day Credit Facility." The Existing 364-Day Credit Facility is for a multi-currency revolving secured credit facility of $7 billion (which is eligible to be increased to $10 billion). The proceeds of the Existing 364-Day Credit Facility may be used to provide temporary liquidity in the unlikely event a clearing firm fails to promptly discharge an obligation to the clearing house operated by CME, in the event of a liquidity constraint or”
Earnings Releases

CME GROUP INC. reported financial results for the quarter ended March 31, 2026.

“Attached and incorporated herein by reference as Exhibit 99.1 is a copy of a press release of CME Group Inc. dated April 22, 2026, reporting CME Group Inc.’s financial results for the quarter ended March 31, 2026.”
Debt Financings

CME GROUP INC. incurred revolving credit of $7 billion with Bank of America, N.A., in its capacity as Administrative Agent.

“by the Amendment 10 is referred to as the “Existing 364-Day Credit Facility.” The Existing 364-Day Credit Facility is for a multi-currency revolving secured credit facility of $7 billion (which is eligible to be increased to $10 billion). The proceeds of the Existing 364-Day Credit Facility may be used to provide temporary liquidity in the unlikely event a”
Debt Financings

CME GROUP INC. incurred revolving credit of $2.25 billion with Bank of America, N.A., as Administrative Agent maturing April 23, 2030.

“Credit Facility”) with certain lenders, agents, arrangers, bookrunners and Bank of America, N.A., as Administrative Agent. The Senior Credit Facility is for a line of credit of $2.25 billion with the option to increase the facility from time to time from $2.25 billion to $3.25 billion. The proceeds of the Senior Credit Facility can be used for ongoing working capital”

Suzanne Sprague was appointed as Chief Operating Officer at CME GROUP INC..

“Ms. Suzanne Sprague who has served as our Senior Managing Director & Global Head of Clearing and Post-Trade Services since February 2022 has also assumed the role of Chief Operating Officer.”

Julie Holzrichter departed as Chief Operating Officer at CME GROUP INC..

“the Company announced that Ms. Julie Holzrichter has decided to step down from her role as Chief Operating Officer, a position she held since 2014.”

Lynne Fitzpatrick changed role as President and Chief Financial Officer at CME GROUP INC..

“Ms. Lynne Fitzpatrick has been promoted to President and Chief Financial Officer.”

Michael G. Dennis resigned as Director at CME GROUP INC..

“on July 8, 2024, Mr. Dennis notified the Company of his intent to retire from the Company’s Board of Directors, effective immediately.”

Michael G. Dennis was appointed as Senior Managing Director, Global Head, Fixed Income at CME GROUP INC..

“Michael G. Dennis will be joining CME Group Inc. (the “CME Group” or the “Company”) as of August 5, 2024 in the role of Senior Managing Director Global Head, Fixed Income.”
Shareholder Votes

CME GROUP INC. shareholders approved Advisory vote of the compensation of the Company’s named executive officers at the 2024-05-09 meeting.

“3. The advisory vote of the compensation of the Company’s named executive officers (by the Class A and Class B shareholders voting together as a single class) was approved: Votes For Votes Against Abstentions 253,068,323 37,272,265 362,707”
Shareholder Votes

CME GROUP INC. shareholders approved Ratification of the appointment of Ernst & Young LLP as the Company’s independent public accounting firm for 2024 at the 2024-05-09 meeting.

“2. The ratification of the appointment of Ernst & Young LLP as the Company’s independent public accounting firm for 2024 (ratified by the Class A and Class B shareholders voting together as a single class): Votes For Votes Against Abstentions 289,766,319 24,482,330 218,858”
Shareholder Votes

CME GROUP INC. shareholders approved Election of seventeen Equity Directors to serve until 2025 at the 2024-05-09 meeting.

“1. The election of seventeen Equity Directors to serve until 2025 (elected by the Class A and Class B shareholders voting together as a single class):”
Debt Financings

CME GROUP INC. amended revolving credit of $7 billion with Bank of America, N.A., in its capacity as administrative agent, Citibank, N.A., in its capacity as collateral agent and collateral monitoring agent, and the banks party thereto maturing 364-day.

“Facility as amended by the Amendment is referred to as the “Amended Credit Facility.” The Amended Credit Facility is for a multi-currency revolving secured credit facility of $7 billion (which is eligible to be increased to $10 billion) and is intended to provide temporary liquidity to CME in the event of a clearing member default, a liquidity constraint or”
Material Agreements

CME GROUP INC. amended Amendment with Bank of America, N.A., in its capacity as administrative agent, Citibank, N.A., in its capacity as collateral agent and collateral monitoring agent, and the banks party thereto valued at $10 billion (effective 2024-04-24).

“On April 24, 2024, Chicago Mercantile Exchange Inc. (“CME”), a wholly owned subsidiary of CME Group Inc., entered into an amendment (the “Amendment”) to its 364-day multi-currency credit facility (the “Existing Credit Facility”) with Bank of America, N.A., in its capacity as administrative agent, Citibank, N.A., in its capacity as collateral agent and collateral monitoring agent, and the banks party thereto.”
Earnings Releases

CME GROUP INC. reported financial results for the quarter ended March 31, 2024.

“Attached and incorporated herein by reference as Exhibit 99.1 is a copy of a press release of CME Group Inc. dated April 24, 2024, reporting CME Group Inc.’s financial results for the quarter ended March 31, 2024.”
Earnings Releases

CME GROUP INC. reported financial results for the quarter ended December 31, 2023.

“CME Group Inc.’s financial results for the quarter ended December 31, 2023”

John W. Pietrowicz departed as Special Advisor at CME GROUP INC..

“Under the terms of the Retirement Agreement, Mr. Pietrowicz will retire from the Company on December 31, 2023 (the “Retirement Date”).”
Earnings Releases

CME GROUP INC. reported financial results for the quarter ended September 30, 2023.

“Attached and incorporated herein by reference as Exhibit 99.1 is a copy of a press release of CME Group Inc. dated October 25, 2023, reporting CME Group Inc.’s financial results for the quarter ended September 30, 2023.”
Earnings Releases

CME GROUP INC. reported financial results for the quarter ended June 30, 2023.

“Attached and incorporated herein by reference as Exhibit 99.1 is a copy of a press release of CME Group Inc. dated July 26, 2023, reporting CME Group Inc.’s financial results for the quarter ended June 30, 2023.”
Shareholder Votes

CME GROUP INC. shareholders rejected Election of Class B-3 Director (no quorum) at the 2023-05-04 meeting.

“b. In the election of one Class B-3 Director, no quorum was achieved. Therefore, Elizabeth A. Cook is a “holdover” under Delaware law and the Company’s bylaws.”
Shareholder Votes

CME GROUP INC. shareholders rejected Election of Class B-2 Directors (no quorum) at the 2023-05-04 meeting.

“a. In the election of the two Class B-2 Directors, no quorum was achieved. Therefore, Michael G. Dennis and Patrick W. Maloney are each a “holdover” under Delaware law and the Company’s bylaws.”
Shareholder Votes

CME GROUP INC. shareholders rejected Election of Class B-1 Directors (no quorum) at the 2023-05-04 meeting.

“a. In the election of the three Class B-1 Directors, no quorum was achieved. Therefore, William W. Hobert, Patrick J. Mulchrone and Robert J. Tierney Jr. are each a “holdover” under Delaware law and the Company’s bylaws.”
Shareholder Votes

CME GROUP INC. shareholders approved Advisory vote on the frequency of future advisory votes on the compensation of the Company’s named executive officers at the 2023-05-04 meeting.

“4. The advisory vote on the frequency of future advisory votes on the compensation of the Company’s named executive officers of one year was approved: 1 Year 2 Years 3 Years Abstentions 280,593,543 331,495 3,580,093 804,547 There were a total of 25,062,995 broker non-votes in this proposal.”
Shareholder Votes

CME GROUP INC. shareholders rejected Advisory vote on the compensation of the Company’s named executive officers at the 2023-05-04 meeting.

“3. The advisory vote of the compensation of the Company’s named executive officers (by the Class A and Class B shareholders voting together as a single class) was not approved: Votes For Votes Against Abstentions 91,525,185 192,824,961 959,532 There were a total of 25,062,995 broker non-votes in this proposal.”
Shareholder Votes

CME GROUP INC. shareholders approved Ratification of Ernst & Young LLP as the Company’s independent public accounting firm for 2023 at the 2023-05-04 meeting.

“2. The ratification of the appointment of Ernst & Young LLP as the Company’s independent public accounting firm for 2023 (ratified by the Class A and Class B shareholders voting together as a single class): Votes For Votes Against Abstentions 288,023,555 22,067,160 281,958”
Shareholder Votes

CME GROUP INC. shareholders approved Election of seventeen Equity Directors to serve until 2024 at the 2023-05-04 meeting.

“The results of the proposals are as follows: 1. The election of seventeen Equity Directors to serve until 2024 (elected by the Class A and Class B shareholders voting together as a single class): Name Votes For Against Abstain Terrence A. Duffy 257,479,451 25,732,170 2,098,057 Kathryn Benesh 282,267,364 2,555,828 486,486 Timothy S. Bitsberger 198,497,526 86,445,091 367,061 Charles P. Carey 155,494,092 129,564,682 250,904 Bryan T. Durkin 267,937,596 17,028,091 343,991 Harold Ford Jr. 281,691,480 3,189,468 428,730 Martin J. Gepsman 235,257,908 49,757,675 294,095 Larry G. Gerdes 230,887,901 53,928,040 493,737 Daniel R. Glickman 176,633,967 108,293,802 381,909 Daniel G. Kaye 273,525,747 11,242,868 541,063 Phyllis M. Lockett 188,837,757 95,728,347 743,574 Deborah J. Lucas 279,035,366 5,735,455 538,857 Terry L. Savage 181,492,942 103,516,285 300,451 Rahael Seifu 208,237,395 76,506,646 565,637 William R. Shepard 259,019,070 25,988,278 302,350 Howard J. Siegel 250,269,690 34,605,690 434,298 De”
Debt Financings

CME GROUP INC. incurred revolving credit of $7 billion (which is eligible to be increased to $10 billion) with Bank of America, N.A., in its capacity as administrative agent, Citibank, N.A., in its capacity as collateral agent and collateral monitoring agent, and the banks party thereto.

“The Amended Credit Facility is for a multi-currency revolving secured credit facility of $7 billion (which is eligible to be increased to $10 billion) and is intended to provide temporary liquidity to CME in the event of a clearing member default, a liquidity constraint or depositary default, or in the event of a delay in the payment systems utilized by CME.”
Material Agreements

CME GROUP INC. amended Amendment with Bank of America, N.A. (effective 2023-04-26).

“On April 26, 2023, Chicago Mercantile Exchange Inc. (“CME”), a wholly owned subsidiary of CME Group Inc., entered into an amendment (the “Amendment”) to its 364-day multi-currency credit facility (the “Existing Credit Facility”) with Bank of America, N.A., in its capacity as administrative agent, Citibank, N.A., in its capacity as collateral agent and collateral monitoring agent, and the banks party thereto.”
Earnings Releases

CME GROUP INC. reported financial results for quarter ended March 31, 2023.

“Attached and incorporated herein by reference as Exhibit 99.1 is a copy of a press release of CME Group Inc. dated April 26, 2023, reporting CME Group Inc.’s financial results for the quarter ended March 31, 2023.”

Sean Tully retired as Senior Managing Director Global Head Rates & OTC Products at CME GROUP INC..

“On March 30, 2023, CME Group Inc. (“CME Group” or the “Company”) announced that Sean Tully, Senior Managing Director Global Head Rates & OTC Products, will retire from the Company as of June 2, 2023.”

Ms. Fitzpatrick was appointed as Chief Financial Officer at CME GROUP INC..

“On February 28, 2023, CME Group Inc. (“CME Group” or the “Company”) filed a Current Report on Form 8-K announcing that John W. Pietrowicz will retire from his position as Chief Financial Officer and Ms. Fitzpatrick will assume the role effective as of April 1, 2023.”

John W. Pietrowicz departed as Chief Financial Officer at CME GROUP INC..

“On February 28, 2023, CME Group Inc. (“CME Group” or the “Company”) filed a Current Report on Form 8-K announcing that John W. Pietrowicz will retire from his position as Chief Financial Officer and Ms. Fitzpatrick will assume the role effective as of April 1, 2023.”

Lynne Fitzpatrick was appointed as Chief Financial Officer at CME GROUP INC..

“Mr. Pietrowicz will retire from his position as Chief Financial Officer and Ms. Fitzpatrick will assume the role effective as of April 1, 2023.”

John W. Pietrowicz departed as Chief Financial Officer at CME GROUP INC..

“Mr. Pietrowicz will retire from his position as Chief Financial Officer and Ms. Fitzpatrick will assume the role effective as of April 1, 2023.”
Earnings Releases

CME GROUP INC. reported financial results for the quarter ended December 31, 2022.

“CME Group Inc.’s financial results for the quarter ended December 31, 2022”
Governance Changes

CME GROUP INC.: Amended and Restated Bylaws to address Universal Proxy Rules, including shareholder solicitation requirements and removal of Class B Nominating Committee references (effective 2022-12-07).

“On December 7, 2022, the Board of Directors (the “Board”) of CME Group Inc. (the “Company”) approved and adopted Amended and Restated Bylaws of the Corporation (the “Amended Bylaws”), effective December 7, 2022, in order to, among other things, address matters relating to Rule 14a-19 (the “Universal Proxy Rules”) under the Securities Exchange Act of 1934, as amended.”

Kevin Kometer retired as Chief Information Officer at CME GROUP INC..

“Kevin Kometer, who previously served as our Chief Information Officer, plans to retire from the Company.”

Julie Holzrichter changed role as Chief Operating Officer at CME GROUP INC..

“Julie Holzrichter, 53, who has served as our Chief Operating Officer since 2014 will assume an expanded role to oversee both our Global Operations and CME Clearing.”

Kevin Kometer departed as Chief Information Officer at CME GROUP INC..

“Kevin Kometer who will retire from the Company in mid-2022”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.