AI English summary of an SEC filing — figures as filed

Goldman Sachs said Philip Berlinski, its Global Treasurer and a named executive officer in its most recent proxy statement, will step down as Global Treasurer effective May 1, 2024 and retire from the company on June 1, 2024.

8-KDeparture or Appointment of Directors or Certain OfficersFiled Apr 12, 2024Period of report Apr 10, 2024Summary published (UTC) Oct 30, 2026

Key points

AI summary

Goldman Sachs said Philip Berlinski, its Global Treasurer and a named executive officer in its most recent proxy statement, will step down as Global Treasurer effective May 1, 2024 and retire from the company on June 1, 2024.
The company said Berlinski also serves as CEO of Goldman Sachs Bank USA and as interim Head of Platform Solutions, and he will likewise retire from those roles.
The company said Carey Halio will become Global Treasurer on May 1, 2024, and the transition to that role will begin immediately.
The company reported Berlinski's retirement under Item 5.02 and Halio's appointment as Global Treasurer under Item 8.01 Other Events in this 8-K. The earliest event reported in the report is April 10, 2024, and the report is dated April 12, 2024.

Summary

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

Philip Berlinski to Retire as Global Treasurer

Goldman Sachs said Philip Berlinski, its Global Treasurer and a named executive officer in its most recent proxy statement, will step down as Global Treasurer effective May 1, 2024 and retire from the company on June 1, 2024.

Source · Based on the filing body and exhibits

Berlinski to Also Retire From Bank and Platform Roles

The company said Berlinski also serves as CEO of Goldman Sachs Bank USA and as interim Head of Platform Solutions, and he will likewise retire from those roles.

Source · Based on the filing body and exhibits

Carey Halio Named Global Treasurer

The company said Carey Halio will become Global Treasurer on May 1, 2024, and the transition to that role will begin immediately.

Source · Based on the filing body and exhibits

Item 5.02 and Item 8.01 Disclosures in April 12, 2024 Filing

The company reported Berlinski's retirement under Item 5.02 and Halio's appointment as Global Treasurer under Item 8.01 Other Events in this 8-K. The earliest event reported in the report is April 10, 2024, and the report is dated April 12, 2024.

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.

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