Etsy, Inc. filed a Form 8-K on October 28, 2026, disclosing that Chief Financial Officer Charles (Lanny) Baker will depart the company, and separately announcing financial results for the quarter ended September 30, 2026.

Key Highlights

  • CFO departure announced: Charles (Lanny) Baker will leave his role as Chief Financial Officer, according to the filing.
  • Expected timeline: Mr. Baker is currently expected to remain in his CFO role through March 1, 2027, and to serve in an advisory capacity through July 1, 2027.
  • Separation Agreement dated October 27, 2026: Mr. Baker and Etsy entered into the agreement the day before the announcement, governing departure and advisory period terms.
  • Compensation during advisory period: Mr. Baker will continue to receive his base salary and equity will continue to vest during the advisory period, after which he will receive compensation consistent with a Qualifying Termination under Etsy's Executive Severance Plan.
  • Successor search underway: Etsy disclosed it has retained an executive recruiting firm to assist in the search for Mr. Baker's successor.
  • Quarterly results also disclosed: A Shareholder Letter announcing financial results for the quarter ended September 30, 2026, was issued and furnished as Exhibit 99.1.

Etsy Discloses CFO Transition Terms and Q3 2026 Results

Etsy, Inc. (NYSE:ETSY) reported via an 8-K filed October 28, 2026, that Chief Financial Officer Charles (Lanny) Baker will depart the company. According to the filing, Mr. Baker is expected to remain in his CFO role through March 1, 2027, before transitioning to an advisory capacity that runs through July 1, 2027. The company stated it has engaged an executive recruiting firm to lead the search for his replacement.

The filing details the terms of a Separation Agreement entered into on October 27, 2026, between Mr. Baker and Etsy. Under the agreement, Mr. Baker will continue to receive his base salary during the advisory period and his equity awards will continue to vest. Following the conclusion of that period, the filing states he will receive "compensation and benefits consistent with a Qualifying Termination under Etsy's Executive Severance Plan." In exchange, Mr. Baker will provide "a customary general release and waiver of claims," according to the filing. Etsy noted that the full text of the Separation Agreement is expected to be filed as an exhibit to the company's Annual Report on Form 10-K for the year ended December 31, 2026.

Separately, the filing disclosed under Item 2.02 that Etsy issued a Shareholder Letter on October 28, 2026, announcing financial results for the quarter ended September 30, 2026. That letter was furnished as Exhibit 99.1. The filing noted that information in Item 2.02 and Exhibit 99.1 "shall not be deemed 'filed' for the purposes of Section 18 of the Securities Exchange Act of 1934." A press release regarding Mr. Baker's departure was furnished as Exhibit 99.2 under Regulation FD Disclosure.

What Was Disclosed

Etsy's October 28, 2026 Form 8-K disclosed the planned departure of CFO Lanny Baker, the key terms of his Separation Agreement, the company's initiation of a successor search, and the issuance of a Shareholder Letter covering Q3 2026 financial results.