AI English summary of an SEC filing — figures as filed
Moody's MCOMoody's said on Tuesday, March 11, 2025, that Caroline Sullivan (56), Chief Accounting Officer and Corporate Controller, and the company had mutually agreed that she will depart from the position on April 1, 2025. The company said she is expected to remain with the company for a transitional period.
Key points
AI summaryMoody's said on Tuesday, March 11, 2025, that Caroline Sullivan (56), Chief Accounting Officer and Corporate Controller, and the company had mutually agreed that she will depart from the position on April 1, 2025. The company said she is expected to remain with the company for a transitional period.
The company said Jason Phillips, age 48, will succeed Sullivan as Chief Accounting Officer and Controller effective April 1, 2025. Phillips joined the company in 2003.
The company said Sullivan has held the position since December 2018. It also said Phillips most recently served as Managing Director, Assistant Controller (August 2022 to March 2025), and before that as Managing Director, Financial Reporting, Accounting Research and Policy, Consolidations (April 2020 to August 2022).
The company said Phillips holds a B.S. in Accounting from The Pennsylvania State University and is a CPA in New York. It also said Phillips was not selected pursuant to any arrangement or understanding with any other person, has no family relationships with any of the company's directors or executive officers, and has no related party transactions with the company reportable under Item 404(a).
Summary
AI-writtenAnalysis 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.
Caroline Sullivan to Step Down as Chief Accounting Officer
Moody's said on Tuesday, March 11, 2025, that Caroline Sullivan (56), Chief Accounting Officer and Corporate Controller, and the company had mutually agreed that she will depart from the position on April 1, 2025. The company said she is expected to remain with the company for a transitional period.
Source · Based on the filing body and exhibits
Jason Phillips Named to Succeed Sullivan
The company said Jason Phillips, age 48, will succeed Sullivan as Chief Accounting Officer and Controller effective April 1, 2025. Phillips joined the company in 2003.
Source · Based on the filing body and exhibits
Sullivan's Tenure and Phillips' Prior Roles
The company said Sullivan has held the position since December 2018. It also said Phillips most recently served as Managing Director, Assistant Controller (August 2022 to March 2025), and before that as Managing Director, Financial Reporting, Accounting Research and Policy, Consolidations (April 2020 to August 2022).
Source · Based on the filing body and exhibits
Phillips' Education, Credentials and Appointment Disclosures
The company said Phillips holds a B.S. in Accounting from The Pennsylvania State University and is a CPA in New York. It also said Phillips was not selected pursuant to any arrangement or understanding with any other person, has no family relationships with any of the company's directors or executive officers, and has no related party transactions with the company reportable under Item 404(a).
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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