secwatch / observer

Voya Financial, Inc. — fact timeline

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

VOYA Voya Financial, Inc. JSON
Shareholder Votes

Voya Financial, Inc. shareholders approved Ratification of Ernst & Young LLP as independent registered public accounting firm for fiscal year 2026 at the 2026-05-21 meeting.

“Item 3 – Our stockholders ratified the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for fiscal year 2026.”
Shareholder Votes

Voya Financial, Inc. shareholders approved Advisory approval of the compensation paid to the named executive officers at the 2026-05-21 meeting.

“Item 2 – Our stockholders approved, on an advisory basis, the compensation paid to the named executive officers.”
Shareholder Votes

Voya Financial, Inc. shareholders approved Election of twelve directors to each serve a one-year term expiring at the annual meeting in 2027 at the 2026-05-21 meeting.

“Item 1 – Election of Directors: Our stockholders elected the following twelve directors to each serve a one-year term expiring at our annual meeting in 2027”
Earnings Releases

Voya Financial, Inc. reported the three months ended March 31, 2026 results: net income $165 million, EPS $1.75 per diluted share.

“May 5, 2026 — Voya Financial, Inc. (NYSE: VOYA) announced today its first-quarter 2026 financial results: • First quarter 2026 net income available to common shareholders of $165 million, or $1.75 per diluted share, up 23% from the prior year. • First quarter 2026 after-tax adjusted operating earnings 1 of $214 million, or $2.26 per diluted share, up 13% from the”
Debt Financings

Voya Financial, Inc. incurred senior notes of $400 million with U.S. Bank Trust Company, National Association at 5.050% per annum maturing March 2, 2036.

“On March 2, 2026, Voya Financial, Inc. (“Voya”) completed its registered public offering (the “Offering”) of $400 million aggregate principal amount of 5.050% Senior Notes due 2036 (the “Notes”).”
Material Agreements

Voya Financial, Inc. entered into Tenth Supplemental Indenture with U.S. Bank Trust Company, National Association valued at $400 million aggregate principal amount (effective 2026-03-02).

“The Notes and Guarantee were issued pursuant to the Indenture dated as of July 13, 2012 (the “Base Indenture”), as supplemented by a Tenth Supplemental Indenture dated as of March 2, 2026 (the “Supplemental Indenture” and, together with the Base Indenture, the “Indenture”), each among Voya, Voya Holdings and U.S. Bank Trust Company, National Association, as trustee (the “Trustee”).”
Debt Financings

Voya Financial, Inc. incurred debt of $600,000,000 with Peachtree Corners Funding Trust II at 6.012% maturing May 15, 2035.

“On May 21, 2025 (the “Closing Date”), pursuant to a purchase agreement among Voya Financial, Inc. (the “Company”), Voya Holdings Inc. (the “Subsidiary Guarantor”), TD Securities (USA) LLC and BofA Securities, Inc., as representatives of the several initial purchasers, and Peachtree Corners Funding Trust II, a Delaware statutory trust (the “Trust”), the Trust completed the issuance and sale of 600,000 of its Pre-Capitalized Trust Securities redeemable May 15, 2035 (the “P-Caps”) for an aggregate purchase price of $600,000,000 in a private placement pursuant to Rule 144A under the Securities Act of 1933, as amended.”

Michael Katz was appointed as Executive Vice President and Chief Financial Officer at Voya Financial, Inc..

“On September 4, 2024, the Company announced that, effective January 1, 2025, Michael Katz will succeed Don Templin as the Company’s Executive Vice President and Chief Financial Officer.”

Don Templin retired as Chief Financial Officer at Voya Financial, Inc..

“Commencing January 1, 2025, Mr. Templin will serve as a strategic advisor to the Company until his retirement on February 28, 2025.”

Michael Katz was appointed as Executive Vice President and Chief Financial Officer at Voya Financial, Inc..

“Michael Katz, age 48, will assume the role of Executive Vice President and Chief Financial Officer of the Company, effective January 1, 2025.”

Don Templin departed as Executive Vice President and Chief Financial Officer at Voya Financial, Inc..

“On September 4, 2024, Voya Financial, Inc. (the “Company”) announced that Don Templin, Executive Vice President and Chief Financial Officer, informed the Company of his decision to retire from the Company.”

William J. Mullaney was appointed as Director at Voya Financial, Inc..

“The Board of Directors (the "Board") of Voya Financial, Inc. (the "Company") appointed William J. Mullaney as a director of the Company, effective as of July 5, 2024.”
Earnings Releases

Voya Financial, Inc. reported first-quarter 2024 results: net income $234 million, EPS $2.24 per diluted share.

“First-quarter 2024 net income available to common shareholders of $234 million, or $2.24 per diluted share”
Earnings Releases

Voya Financial, Inc. reported three months and year ended December 31, 2023 results: net income Full-year 2023 net income available to common shareholders of $589 million, or $5.42 per diluted share, and after-tax ad.

“On February 6, 2024, Voya Financial, Inc. (“Voya Financial”) reported its financial results for the three months and year ended December 31, 2023.”

Robert Leary was appointed as Director at Voya Financial, Inc..

“The Board of Directors (the "Board") of Voya Financial, Inc. (the "Company") appointed Robert Leary as a director of the Company, effective as of January 8, 2024.”

Christine Hurtsellers departed as Chief Executive Officer of Voya Investment Management at Voya Financial, Inc..

“On January 10, 2024, Voya Financial, Inc. (the “Company”) announced that Christine Hurtsellers, the Chief Executive Officer ("CEO") of Voya Investment Management ("IM"), has informed the Company of her decision to retire later this year.”
Earnings Releases

Voya Financial, Inc. reported financial results for the three months and nine months ended September 30, 2023.

“On October 31, 2023, Voya Financial, Inc. (“Voya Financial”) reported its financial results for the three months and nine months ended September 30, 2023.”
Earnings Releases

Voya Financial, Inc. reported financial results for the three months and six months ended June 30, 2023.

“On August 1, 2023 Voya Financial, Inc. (“Voya Financial”) reported its financial results for the three months and six months ended June 30, 2023. A copy of the press release containing this information is furnished as Exhibit 99.1 hereto”
Shareholder Votes

Voya Financial, Inc. shareholders approved Ratification of appointment of Ernst & Young LLP as independent registered public accounting firm for fiscal year 2023 at the 2023-05-25 meeting.

“Item 3 – Our stockholders ratified the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for fiscal year 2023.”
Shareholder Votes

Voya Financial, Inc. shareholders approved Advisory vote on compensation paid to named executive officers at the 2023-05-25 meeting.

“Item 2 – Our stockholders approved, on an advisory basis, the compensation paid to the named executive officers.”
Shareholder Votes

Voya Financial, Inc. shareholders approved Election of Directors at the 2023-05-25 meeting.

“Item 1 – Election of Directors: Our stockholders elected the following twelve directors to each serve a one-year term expiring at our annual meeting in 2024 . Each director will hold office until his or her successor has been elected and qualified or until the director’s earlier resignation or removal.”
Earnings Releases

Voya Financial, Inc. reported first-quarter 2023 results: net income $69 million, EPS $0.63 per diluted share.

“First-quarter 2023 net income available to common shareholders was $69 million, or $0.63 per diluted share”

Hikmet Ersek was appointed as Director at Voya Financial, Inc..

“On March 22, 2023, the Board of Directors (the "Board") of Voya Financial, Inc. (the "Company") appointed Stephen Bowman and Hikmet Ersek as directors of the Company, effective as of March 22, 2023.”

Stephen Bowman was appointed as Director at Voya Financial, Inc..

“On March 22, 2023, the Board of Directors (the "Board") of Voya Financial, Inc. (the "Company") appointed Stephen Bowman and Hikmet Ersek as directors of the Company, effective as of March 22, 2023.”

Charles P. Nelson departed as Vice Chairman and strategic advisor at Voya Financial, Inc..

“before departing the Registrant in the second quarter of 2023.”

Charles P. Nelson changed role as Vice Chairman and strategic advisor at Voya Financial, Inc..

“Charles P. Nelson, the Registrant's Vice Chairman and Chief Growth Officer, and a named executive officer of the Registrant, will transition to a new role as Vice Chairman and strategic advisor to Heather Lavallee, President and CEO-Elect, before departing the Registrant in the second quarter of 2023.”

Donald C. Templin was appointed as Executive Vice President and Chief Financial Officer at Voya Financial, Inc..

“On November 14, 2022, Voya Financial, Inc. (the "Company") announced that, effective as of such date, Donald C. Templin has been appointed Executive Vice President and Chief Financial Officer ("CFO").”
Material Agreements

Voya Financial, Inc. entered into Agreement and Plan of Merger with Benefitfocus, Inc. (effective 2022-11-01).

“On November 1, 2022, Voya Financial, Inc., a Delaware corporation (“ Voya ”), entered into an Agreement and Plan of Merger (the “ Merger Agreement ”) by and among Voya, Benefitfocus, Inc., a Delaware corporation (“ Benefitfocus ”), and Origami Squirrel Acquisition Corp, a Delaware corporation and wholly owned subsidiary of Voya (“ Merger Sub ”).”
Earnings Releases

Voya Financial, Inc. reported preliminary financial results for three months and nine months ended September 30, 2022.

“On November 1, 2022 Voya Financial, Inc. (“Voya Financial”) reported its financial results for the three months and nine months ended September 30, 2022. A copy of the press release containing this information is furnished as Exhibit 99.1 hereto and is incorporated by reference in this item 2.02.”
Earnings Releases

Voya Financial, Inc. reported third quarter of 2022 results: net income Net income available to common shareholders of $1.82 per diluted share, EPS After-tax adjusted operating earnings of $2.30 per diluted share. Guidance reaffirmed.

“Voya Financial announces third-quarter 2022 results NEW YORK, Nov. 1, 2022 — Voya Financial, Inc. (NYSE: VOYA) announced today financial results for the third quarter of 2022: • Net income available to common shareholders of $1.82 per diluted share. • After-tax adjusted operating earnings 1 of $2.30 per diluted share 2 . • Voya is on track to achieve 12% to 17% adjusted operating earnings per share (EPS) growth, excluding notable items, in 2022”

Tony D. Oh was appointed as Principal Accounting Officer at Voya Financial, Inc..

“On September 8, 2022, Voya Financial, Inc. (the “Registrant”) announced that it has appointed Tony D. Oh as the Registrant’s Principal Accounting Officer, effective September 19, 2022.”

Michael S. Smith departed as Vice Chair and Chief Financial Officer at Voya Financial, Inc..

“Michael S. Smith, the Company's Vice Chair and Chief Financial Officer, will be departing the Company, effective November 15, 2022.”

Rodney O. Martin, Jr. changed role as Executive Chairman of the Board at Voya Financial, Inc..

“commencing January 1, 2023, will transition to the role of Executive Chairman of the Board”

Heather Lavallee changed role as Chief Executive Officer at Voya Financial, Inc..

“effective January 1, 2023, Ms. Lavallee will succeed Rodney O. Martin, Jr., as the Company’s next Chief Executive Officer.”

Heather Lavallee was appointed as Director at Voya Financial, Inc..

“Ms. Lavallee has also been appointed to the Board of Directors of the Company (the “Board”) effective immediately.”

Heather Lavallee was appointed as President and Chief Executive Officer-Elect at Voya Financial, Inc..

“On July 7, 2022, Voya Financial, Inc. (the “Company”) announced that, effective as of such date, Heather Lavallee has been appointed President and Chief Executive Officer-Elect (“CEO-Elect”)”

C. Landon Cobb departed as Senior Managing Director and Chief Accounting Officer at Voya Financial, Inc..

“The Registrant has previously announced that Mr. Cobb would be departing the Registrant.”

Vincent Taylor was appointed as Interim Principal Accounting Officer at Voya Financial, Inc..

“Voya Financial, Inc. (the “Registrant”) has appointed Vincent Taylor as the Registrant’s Interim Principal Accounting Officer, effective June 21, 2022.”

C. Landon Cobb departed as Senior Managing Director and Chief Accounting Officer at Voya Financial, Inc..

“On April 26, 2022, Voya Financial, Inc. (the “Registrant”) announced that C. Landon Cobb, the Registrant's Senior Managing Director and Chief Accounting Officer, will be departing the Registrant by the end of 2022.”

Lynne Biggar was appointed as director at Voya Financial, Inc..

“On March 3, 2022, the Board of Directors (the “Board”) of Voya Financial, Inc. (the “Company”) appointed Lynne Biggar as a director of the Company, effective as of March 15, 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.