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AI English summary of an SEC filing — figures as filed

Broadridge Financial Solutions logoBroadridge Financial Solutions BR

The company said Edmund Reese, Vice President and Chief Financial Officer, informed it on May 31, 2024 that he is resigning to pursue other career opportunities, effective June 30, 2024.

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

Key points

AI summary
  1. The company said Edmund Reese, Vice President and Chief Financial Officer, informed it on May 31, 2024 that he is resigning to pursue other career opportunities, effective June 30, 2024.

  2. The company said Ashima Ghei will serve as Interim Chief Financial Officer starting July 1, 2024 while it searches for a new chief financial officer. It said the search will include both internal and external candidates.

  3. The company said Ashima Ghei has served as chief financial officer of the Investor Communication Solutions segment since January 2022 and is a member of its Executive Leadership Team. It said Ms. Ghei spent 18 years at American Express, where her most recent role was Head of Merchant Pricing for the Americas.

  4. The company said Edmund Reese has served as CFO since 2020. It said that during his tenure, its market capitalization rose 38% to $24 billion. It added that annualized recurring revenue and Adjusted EPS grew 11% and 12%, respectively, from fiscal 2020 to fiscal 2023.

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.

CFO Edmund Reese to step down effective June 30, 2024

The company said Edmund Reese, Vice President and Chief Financial Officer, informed it on May 31, 2024 that he is resigning to pursue other career opportunities, effective June 30, 2024.

Source · Based on the filing body and exhibits

Ashima Ghei to serve as Interim CFO from July 1, 2024

The company said Ashima Ghei will serve as Interim Chief Financial Officer starting July 1, 2024 while it searches for a new chief financial officer. It said the search will include both internal and external candidates.

Source · Based on the filing body and exhibits

Ghei background: Investor Communication Solutions CFO and 18 years at American Express

The company said Ashima Ghei has served as chief financial officer of the Investor Communication Solutions segment since January 2022 and is a member of its Executive Leadership Team. It said Ms. Ghei spent 18 years at American Express, where her most recent role was Head of Merchant Pricing for the Americas.

Source · Based on the filing body and exhibits

Reese tenure: market capitalization and performance metrics

The company said Edmund Reese has served as CFO since 2020. It said that during his tenure, its market capitalization rose 38% to $24 billion. It added that annualized recurring revenue and Adjusted EPS grew 11% and 12%, respectively, from fiscal 2020 to fiscal 2023.

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.