Executive Moves

U.S. Executive Moves Report: The CEO Reset Tape (Jan 1–31, 2026)

Written by Darren Wall | Feb 2, 2026 5:07:01 PM

Fundz tracked 220 CEO and CEO/President role moves across 220 U.S. companies in 146 U.S. cities in January 2026.


Analysis of Fundz records from Jan 1–31, 2026 (UTC), filtered to CEO and CEO/President role changes, captures a national view of leadership transitions. This is not a broad executive hiring report. It is a focused read on a high-impact organizational signal: when the CEO changes, priorities and operating cadence often shift next.

What stands out in this January window is not a single “hot” ecosystem. It’s the national shape of the tape: a handful of metro nodes, plus a very large long tail of one-off markets. In plain terms, CEO resets showed up almost everywhere, and a large share of the month’s events came from cities that only appear once in the dataset.

Executive summary (BLUF)

Fundz logged 220 CEO-role executive-move records in January 2026, spanning 146 unique cities. The distribution is broad: 110 cities appear only once, meaning most of the geographic footprint is “one-company, one-event” rather than concentrated churn.

  • The largest single city node is New York (18), followed by San Francisco (8), Los Angeles (6), and Chicago (5).
  • The top city nodes are meaningful, but the story is not dominated by hubs; the long tail defines the month.
  • A CEO reset is often the first visible move in a broader sequence: structure, systems, and functional leadership tend to follow.

January 2026 vs. January 2025: what changed

To ground the “reset” narrative, we ran the same CEO/CEO-President lens on January 2025 records and compared the two windows side by side.

  • Volume rose: 220 CEO events in Jan 2026 vs. 199 in Jan 2025 (+10.6%).
  • Footprint widened: 146 cities in Jan 2026 vs. 135 in Jan 2025.
  • Node leadership shifted: In Jan 2026, the top four nodes were New York, San Francisco, Los Angeles, and Chicago; in Jan 2025, they were New York, Boston, Houston, and San Francisco.
  • Consolidated titles declined: CEO+President-style titles accounted for ~16.4% of Jan 2026 events, down from ~20.1% in Jan 2025.

The named trend: The CEO Reset Tape

Because this dataset is intentionally CEO-focused, the right question isn’t “why are companies hiring executives?” It’s “Why are companies changing the person who sets direction?” A CEO succession or reset can reflect a shift in accountability, a new operating model, or a change in market posture.

For business decision-makers, CEO change matters because it can reopen internal debates that usually stay fixed: what gets measured, what gets funded, and what the organization will stop doing. Those are the moments when operating rhythm and external relationships are most likely to change.

Sector mix: where CEO resets concentrate

The geography is broad, but the industry mix adds useful texture. Using industry labels from Fundz company records, the highest-count sectors in January 2026 were Software (27), Non-Profit (15), Health Care (12), Manufacturing (11), Biotechnology (10), and Retail (9).

Sector (Fundz industry group) Jan 2026 CEO events Share of Jan 2026 Jan 2025 CEO events Share of Jan 2025
Software 27 12.3% 8 4.0%
Non Profit 15 6.8% 11 5.5%
Health Care 12 5.5% 12 6.0%
Manufacturing 11 5.0% 6 3.0%
Biotechnology 10 4.5% 8 4.0%
Retail 9 4.1%

Note: “Sector” reflects Fundz industry labels joined from company records; categories may differ from third-party taxonomies.

Where CEO resets cluster, and where they don’t

This is not a single-metro story. There are nodes, but the long tail does most of the work.

City nodes (where multiple CEO changes appear)

The top city nodes (New York, San Francisco, Los Angeles, Chicago) account for a meaningful block of activity. In practice, these nodes often correlate with denser board networks and more formal governance, which can make follow-on changes easier to observe in the weeks after a transition.

Long-tail markets (where one CEO change is the whole “local tape”)

Most cities appear once in this window. That matters because it suggests CEO resets are not confined to headline ecosystems. They show up across a wide range of operating contexts, regional operators, specialized services, and owner- or board-driven transitions that may not broadcast loudly.

Anchor visual: CEO reset distribution map (node vs. long tail)

Cluster type Cities represented CEO events (count) What it typically signals
Top city nodes 4 37 Formal governance; higher likelihood of visible follow-on changes
Mid-tier clusters 32 73 Regional organizations adjusting operating posture
Long tail 110 110 One-off resets; direction changes that may not broadcast widely
Total 146 220 CEO/CEO-President records in the period

Source: Fundz.net • Period: Jan 1–31, 2026 • Track CEO changes live: FundzWatch™

A governance cue worth watching: CEO + President consolidation

Within CEO transitions, title structure itself can be informative. A CEO-only appointment can indicate a more distributed operating model, whereas a CEO + President combination can suggest consolidated authority (or a transitional structure) in which one person owns both strategy and day-to-day execution.

In practice, consolidated titles often correlate with faster org design changes and quicker decision cycles because decision rights are clearer.

In this dataset, CEO+President-style titles represented ~16.4% of January 2026 records, down from ~20.1% in January 2025. Treat this as a governance cue to monitor—not a universal rule. The higher-confidence read comes from follow-on signals (operating cadence, systems, and functional leadership changes) in the weeks after the appointment.

What this means in practice: three anonymized examples

To keep the signal usable without turning this into a directory, here are three anonymized patterns decision-makers can watch for after a CEO transition:

  • A software company in a major metropolitan area appoints a new CEO in early January. The next 30–60 days often bring tighter reporting cadence and KPI definitions (pipeline discipline, retention hygiene, security posture).
  • A mid-market industrial operator changes CEO. The follow-on signal is often operational and financial tightening, including procurement scrutiny, vendor consolidation, and delivery KPIs.
  • A healthcare services organization transitions CEOs. Typical next steps include a compliance posture review and adjustments to the executive operating structure (e.g., who owns risk, technology, and finance).

How to use this signal (without overreaching)

A CEO change doesn’t guarantee growth, budgets, or an immediate buying cycle. It does reliably indicate motion. The highest-confidence way to read the tape is to watch what happens after the CEO arrives.

If this signal is useful, the Executive Moves Blog is where we publish ongoing leadership changes and context as they surface.

The 14 / 30 / 60-day CEO reset window

  • Over the next 14 days, map the operating circle. Identify who owns finance, operations, and technology under the new CEO.
  • Next 30 days: watch for structural leadership moves (finance/ops/revenue leadership) that clarify posture: stabilize, reposition, or scale with discipline.
  • Next 60 days: track operating evidence—systems changes, vendor posture, and governance cadence. This is where “strategy talk” becomes observable behavior.

About the data

Figures reflect Fundz hirings and company records for Jan 1–31, 2026, using a dataset filtered to CEO and CEO/President role records only (this is not a complete view of executive hiring). Totals may update as profiles and disclosures are refreshed.

Data methodology

  • Scope: 220 U.S. CEO-role executive-move records between Jan 1–31, 2026 (UTC), filtered to CEO and CEO/President titles.
  • Comparison: The January 2025 comparison uses the same CEO/CEO-President filter and join logic as applied to Fundz company records.
  • Classification: Records are grouped by normalized CEO/CEO-President title variants.
  • Geography: City and state are sourced from Fundz company records and joined with the Company UUID.
  • Limitations: This is a CEO-filtered view; late or undisclosed moves may be missing; interim vs. permanent distinctions may not be uniformly disclosed.

FAQ: Reading the CEO Reset Tape

Why focus on CEOs instead of all executive roles?

This export is intentionally filtered to isolate CEO changes as a high-impact signal, rather than to represent total executive hiring.

Does a CEO change mean a company is in trouble?

Not necessarily. CEO transitions can reflect turnaround, governance professionalization, or preparation for a new operating phase.

How does CEO turnover vary by sector in this dataset?

In January 2026, the highest-count sectors in Fundz company records included Software, Non Profit, Health Care, Manufacturing, and Biotechnology. Treat sector mix as context, not destiny: the actionable signal is what changes in operating cadence and leadership composition after the CEO appointment.

What would make next month’s tape meaningfully different?

A rise in functional executive moves (CFO/COO/CRO/CTO) alongside CEO changes would suggest the reset phase is becoming a build-out phase.

How should I interpret “CEO” versus “CEO + President” titles in this dataset?

Treat them as different governance signals. A CEO-only title often indicates the CEO is primarily accountable for strategy and outcomes, with day-to-day execution shared across the operating team.

A combined CEO and President title may suggest consolidated authority or a transitional structure in which one person holds both strategic direction and operational execution.

In practice, companies with consolidated titles often implement organisational design and operating cadence changes within 30–60 days of the appointment, as decision rights are clearer.

How to tell whether a CEO change is a real reset or a symbolic one?

Watch for follow-through signals rather than announcement language. The most reliable confirmation typically manifests as changes in operating structure and cadence: new or reshuffled finance/operations leadership, KPI redefinition, updated reporting rhythm, and visible shifts in systems or vendor posture.

If none of those change within roughly 60 days, the CEO's move is more likely to be symbolic, or the organization is deliberately minimizing disruption.

How should boards, recruiters, and GTM teams use this report differently?

  • Boards: use CEO changes as an early prompt to monitor governance cadence and operating KPIs.

  • Recruiters: watch for follow-on functional leadership build-out within 30–60 days.

  • GTM teams: treat CEO changes as a timing signal; verify whether priorities are resetting by observing the reporting rhythm, systems, and budget posture; then engage.

Disclosure

This report is for informational purposes and is not business, investment, legal, or tax advice.

Author’s note: CEO change is the headline, but the real signal is follow-through. The most valuable read is what shifts next, operating structure, cadence, and the systems that determine execution.

Source: Fundz proprietary datasets (company-reported or disclosed, Fundz verified)