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AI English summary of an SEC filing — figures as filed

AMETEK logoAMETEK AME

The company said William J. Burke, Executive Vice President and Chief Financial Officer, intends to retire effective April 2, 2024. The company said he will remain with the Company through April 2025 as a strategic advisor to help transition his responsibilities. January 16, 2024

8-KDeparture or Appointment of Directors or Certain OfficersFiled Period of report Summary published (UTC)

Key points

AI summary
  1. The company said William J. Burke, Executive Vice President and Chief Financial Officer, intends to retire effective April 2, 2024. The company said he will remain with the Company through April 2025 as a strategic advisor to help transition his responsibilities. January 16, 2024

  2. The company said Dalip M. Puri was elected Executive Vice President and Chief Financial Officer effective April 2, 2024, succeeding Burke. The company said Puri has served as Senior Vice President – Operational Finance since September 1, 2023.

  3. The company said Puri, 51, served as Vice President – Treasurer from August 2017 to October 2021 and as Vice President – Group Controller from October 2021 to July 2023. The company said he served as Vice President – Operational Finance from July 2023 to September 2023.

  4. The company said there is no arrangement or understanding between Puri and any other person under which he was selected Executive Vice President and Chief Financial Officer, and no family relationship between Puri and any Director or Officer of the Company. It also said Puri is not a party to any transaction in which the Company is a participant. The company said Puri will be an executive officer in his new role.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

William J. Burke to Retire as CFO

The company said William J. Burke, Executive Vice President and Chief Financial Officer, intends to retire effective April 2, 2024. The company said he will remain with the Company through April 2025 as a strategic advisor to help transition his responsibilities. January 16, 2024

Source · Based on the filing body and exhibits

Dalip M. Puri Named Executive Vice President and CFO

The company said Dalip M. Puri was elected Executive Vice President and Chief Financial Officer effective April 2, 2024, succeeding Burke. The company said Puri has served as Senior Vice President – Operational Finance since September 1, 2023.

Source · Based on the filing body and exhibits

Puri's Finance Career at AMETEK

The company said Puri, 51, served as Vice President – Treasurer from August 2017 to October 2021 and as Vice President – Group Controller from October 2021 to July 2023. The company said he served as Vice President – Operational Finance from July 2023 to September 2023.

Source · Based on the filing body and exhibits

No Arrangements or Transactions Tied to Appointment

The company said there is no arrangement or understanding between Puri and any other person under which he was selected Executive Vice President and Chief Financial Officer, and no family relationship between Puri and any Director or Officer of the Company. It also said Puri is not a party to any transaction in which the Company is a participant. The company said Puri will be an executive officer in his new role.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.