STOCK TITAN

Kohl’s (NYSE: KSS) shareholders back expanded 2024 long-term compensation plan

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Kohl’s Corporation reported that shareholders approved its 2024 Long-Term Compensation Plan as amended, expanding equity incentives and updating governance terms. The plan adds 5,200,000 shares of Kohl’s common stock authorized for issuance, bringing the aggregate authorization to 12,850,000 shares, plus 4,785,851 unused shares from prior awards as of March 29, 2024. The term of the plan is extended ten years through May 20, 2036, and total annual compensation for any non-employee director is capped at $750,000, including cash and equity. Shareholders also elected eight directors, approved advisory executive compensation, and ratified Ernst & Young LLP as independent auditor.

Positive

  • None.

Negative

  • None.
Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers Governance
Key personnel changes including departures, elections, or appointments of directors and executive officers.
Item 5.07 Submission of Matters to a Vote of Security Holders Governance
Results of a shareholder vote on proposals at an annual or special meeting.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
New shares authorized under plan 5,200,000 shares Increase to 2024 Long-Term Compensation Plan as of May 20, 2026
Total shares authorized under plan 12,850,000 shares Aggregate authorization after amendment, excluding unused prior awards
Unused shares from prior awards 4,785,851 shares Outstanding awards as of March 29, 2024 eligible to roll into plan
Non-employee director pay cap $750,000 per year Annual total compensation limit including cash and equity
Plan term end date May 20, 2036 10-year extension of 2024 Long-Term Compensation Plan
Say-on-pay votes for 66,512,423 votes Advisory approval of named executive officer compensation
Auditor ratification votes for 86,826,762 votes Ratification of Ernst & Young LLP for fiscal year ending January 30, 2027
Highest director votes for 70,254,439 votes Support for director nominee Wendy Arlin
2024 Long-Term Compensation Plan financial
"shareholders approved the Kohl’s Corporation 2024 Long-Term Compensation Plan, as amended and restated"
stock appreciation rights financial
"The Plan provides for the grant of the following types of awards... stock appreciation rights"
Stock appreciation rights (SARs) are a form of employee compensation that give the holder the right to receive the increase in a company's stock price over a set baseline, paid in cash or shares, without having to buy the stock. For investors, SARs matter because they can create future cash outflows or share dilution and signal how a company rewards and motivates executives — similar to giving a bonus tied directly to how well the company’s stock performs.
performance units financial
"The Plan provides for the grant of... performance units; (v) performance shares; and (vi) substitute awards"
Performance units are company awards that become valuable only if specified business targets are met; they typically convert into shares or cash when performance goals are achieved. Think of them like a conditional bonus that turns into stock only if the company hits agreed milestones, so they align managers’ incentives with shareholders’ interests and can affect future share count, executive pay expense, and investor returns.
broker non-votes regulatory
"The number of votes cast for or against, and the number of abstentions and any broker non-votes"
Broker non-votes occur when a brokerage firm is unable to vote on a shareholder’s behalf during a company election or decision because the shareholder has not given specific voting instructions, and the broker is not allowed or chooses not to vote on certain matters. They are important because they can affect the outcome of votes, especially when the results are close, by effectively reducing the total number of votes cast.
independent registered public accounting firm regulatory
"Ratification of the Appointment of Ernst & Young LLP as the Company’s Independent Registered Public Accounting Firm"
An independent registered public accounting firm is an outside accounting company officially registered with the government regulator to examine and report on a public company's financial records and controls. Investors treat its reports like an impartial inspector’s certificate — they add credibility to financial statements, help spot errors or misleading claims, and reduce the risk that shareholders are relying on unchecked or biased numbers.
restricted stock units financial
"The Plan provides for the grant of... stock awards, including restricted stock and restricted stock units"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
0000885639falseKOHL'S CORP00008856392026-05-202026-05-20

 

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549

 

FORM 8-K

 

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): May 20, 2026

 

 

KOHL'S CORPORATION

(Exact name of Registrant as Specified in Its Charter)

 

 

Wisconsin

001-11084

39-1630919

(State or Other Jurisdiction
of Incorporation)

(Commission File Number)

(IRS Employer
Identification No.)

 

 

 

 

 

N56 W17000 Ridgewood Drive

 

Menomonee Falls, Wisconsin

 

53051

(Address of Principal Executive Offices)

 

(Zip Code)

 

Registrant’s Telephone Number, Including Area Code: 262 703-7000

 

 

(Former Name or Former Address, if Changed Since Last Report)

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:


Title of each class

 

Trading
Symbol(s)

 


Name of each exchange on which registered

Common Stock, $.01 par value

 

KSS

 

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

 


Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain

Officers; Compensatory Arrangements of Certain Officers

 

(e) Approval of Kohl’s Corporation 2024 Long-Term Compensation Plan, as amended and restated effective May 20, 2026

 

At the 2026 Annual Meeting of Shareholders (the “Annual Meeting”) of Kohl’s Corporation (the “Company” or “Kohl’s”), the Company’s shareholders approved the Kohl’s Corporation 2024 Long-Term Compensation Plan, as amended and restated effective May 20, 2026 (the “Plan”). The Plan was adopted by the Company’s Board of Directors on April 3, 2026, subject to shareholder approval at the Annual Meeting. The Plan is a material compensatory arrangement in which the Company’s named executive officers are eligible to participate.

 

Among other updates, the Plan was amended and restated to (i) increase the number of shares of Kohl’s common stock authorized for issuance under the Plan by 5,200,000 shares and increase the limit on the number of shares of Kohl’s common stock that can be used as awards of incentive stock options by the same amount; (ii) extend the term of the Plan for ten years through May 20, 2036; and (iii) establish a limit of $750,000 on the total annual compensation, including cash and equity, that may be paid to any non-employee director during a single board service year. As amended, the aggregate number of shares of Kohl’s common stock authorized under the Plan is 12,850,000 (representing 7,650,000 shares originally authorized on May 15, 2024 and 5,200,000 shares authorized as of May 20, 2026), plus unused shares that were subject to outstanding awards as of March 29, 2024, which totaled 4,785,851 as of said date, to the extent not used under the Plan.

 

The Plan provides for the grant of the following types of awards to Kohl’s current and former employees and non-employee members of the Company’s Board of Directors: (i) stock options; (ii) stock appreciation rights; (iii) stock awards, including restricted stock and restricted stock units; (iv) performance units; (v) performance shares; and (vi) substitute awards.

 

The foregoing description of the Plan is qualified in its entirety by reference to the full text of the Plan, which is attached hereto as Exhibit 10.1 and incorporated herein by reference.

 

Item 5.07. Submission of Matters to a Vote of Security Holders

 

(a) The Annual Meeting of the Company was held on May 20, 2026.

 

(b) At the Annual Meeting, the Company’s shareholders voted on four proposals. The number of votes cast for or against, and the number of abstentions and any broker non-votes, with respect to each proposal are set forth below. The results detailed below represent final voting results.

 

Proposal 1 – Election of Directors

 

The eight individuals nominated by the Board of Directors to serve as Directors were elected for a one-year term and until their successors are duly elected and qualified. The results of the voting on Proposal 1 are as follows:

 

Company Nominees

 

For

 

Against

 

Abstentions

 

Broker

Non-Votes

Wendy Arlin

 

70,254,439

 

555,214

 

143,733

 

19,843,956

Michael J. Bender

 

69,895,084

 

866,026

 

192,276

 

19,843,956

Yael Cosset

 

65,813,568

 

4,932,753

 

207,065

 

19,843,956

H. Charles Floyd

 

69,818,036

 

982,712

 

152,638

 

19,843,956

Robbin Mitchell

 

69,184,522

 

1,561,558

 

207,306

 

19,843,956

Jonas Prising

 

67,870,641

 

2,876,278

 

206,467

 

19,843,956

John E. Schlifske

 

68,831,650

 

1,925,276

 

196,460

 

19,843,956

Adolfo Villagomez

 

70,089,802

 

708,621

 

154,963

 

19,843,956

 

Proposal 2 – Advisory Vote to Approve the Compensation of the Company’s Named Executive Officers

 

The results of the voting on Proposal 2 are as follows:

 

For

 

Against

 

Abstentions

 

Broker

Non-Votes

66,512,423

 

4,040,026

 

400,937

 

19,843,956

 


Proposal 3 – Ratification of the Appointment of Ernst & Young LLP as the Company’s Independent Registered Public Accounting Firm for the Fiscal Year ending January 30, 2027

 

The results of the voting on Proposal 3 are as follows:

 

For

 

Against

 

Abstentions

 

Broker

Non-Votes

86,826,762

 

3,667,981

 

302,599

 

0

 

Proposal 4 – Approval of the Kohl’s Corporation 2024 Long-Term Compensation Plan, as amended and restated effective May 20, 2026

 

The results of the voting on Proposal 4 are as follows:

 

For

 

Against

 

Abstentions

 

Broker

Non-Votes

67,394,833

 

3,271,609

 

286,944

 

19,843,956

 

(c) Not applicable.

 

(d) Not applicable.

Item 9.01. Financial Statements and Exhibits
 

Exhibit No.

 

Description

10.1

 

Kohl’s Corporation 2024 Long-Term Compensation Plan, as amended and restated effective May 20, 2026

104

 

Cover Page Interactive Data File (embedded within the Inline XBRL document)

 


SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

 

 

KOHL'S CORPORATION

 

 

 

 

Date:

May 21, 2026

By:

/s/ Jennifer Kent

 

 

 

Jennifer Kent
Senior Executive Vice President,
Chief Legal Officer and Corporate Secretary

 


FAQ

What did Kohl's (KSS) shareholders approve regarding the 2024 Long-Term Compensation Plan?

Shareholders approved an amended 2024 Long-Term Compensation Plan that increases authorized shares to 12,850,000 and extends the plan’s term through May 20, 2036, supporting continued equity-based incentives for executives, employees, and non-employee directors.

How many additional shares did Kohl's (KSS) add to its long-term compensation plan?

Kohl’s added 5,200,000 additional shares of common stock to its 2024 Long-Term Compensation Plan, increasing the aggregate authorization to 12,850,000 shares, plus 4,785,851 unused shares from outstanding awards as of March 29, 2024.

What compensation limit did Kohl's (KSS) set for non-employee directors?

Kohl’s established a $750,000 annual cap on total compensation for any non-employee director, covering both cash and equity, for each board service year under the amended 2024 Long-Term Compensation Plan approved by shareholders.

Were Kohl's (KSS) director nominees elected at the 2026 Annual Meeting?

All eight Kohl’s director nominees were elected for one-year terms. For example, Wendy Arlin received 70,254,439 votes for and 555,214 against, with 143,733 abstentions and 19,843,956 broker non-votes recorded in the final results.

How did Kohl's (KSS) shareholders vote on say-on-pay for named executive officers?

Shareholders approved the advisory vote on named executive officer compensation, with 66,512,423 votes for, 4,040,026 against, 400,937 abstentions, and 19,843,956 broker non-votes, indicating support for the company’s executive pay program.

Which auditor did Kohl's (KSS) shareholders ratify for the fiscal year ending January 30, 2027?

Shareholders ratified Ernst & Young LLP as Kohl’s independent registered public accounting firm, with 86,826,762 votes for, 3,667,981 against, and 302,599 abstentions, and no broker non-votes reported for this proposal.

Filing Exhibits & Attachments

2 documents