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Topic

Executive Compensation

Levels, structures and disclosure of pay for chief executives at large listed companies.

Current stories

leadershipOne report1 publisher

One pay program could draw different Glass Lewis Say on Pay calls from 2028

Glass Lewis proposes to replace its single benchmark voting policy with four perspectives from the 2028 US proxy season, Pay Governance reports. One pay program could draw different Say on Pay recommendations, so boards will need to tailor engagement to key shareholders.

Reality

Evidence50
Adoption
Not scored
Hype gap+10
Incentives
Not scored
Confidence55
leadershipOne report1 publisher

Six companies disclose longer-horizon RSU plans for executives in 2026 proxies, FW Cook finds

FW Cook identified six companies whose 2026 proxy statements disclose moves to longer-horizon RSUs for executives. ISS's November 2025 policy change gave compensation committees more room to weight equity toward time-based awards.

Reality

Evidence40
Adoption15
Hype gap−5
Incentives45
Confidence55
leadershipOne report1 publisher

S&P 500 median CEO pay reaches $17.5 million in 2026 proxy filings

In 2026 proxy filings, the median CEO was paid $17.5 million in the S&P 500 and $7.1 million in the Russell 3000, up 6% and 7% on a year earlier. Equity carries most of the growth since 2021. The report puts investor scrutiny on exceptional awards, above-target payouts and executive security.

Reality

Evidence62
Adoption
Not scored
Hype gap−5
Incentives
Not scored
Confidence58
investConfirmed6 publishers

Anthropic's IPO filing ties part of the Amodeis' new stock to their staying on

Dario Amodei made $18 million in 2025, mostly in stock and options, Anthropic's IPO filing shows, ahead of a listing that could value it above $2 trillion. The co-founders' stakes are not yet disclosed, so the new stock units are the best guide investors have to what keeps them there.

Perspective Coverage

10 publishers
Builder
Builder 8%
Operator
Operator 29%
Investor
Investor 63%

Reality

Evidence62
Adoption
Not scored
Hype gap+12
Incentives55
Confidence60
leadershipOne report1 publisher

Skydance makes Mattel's cost-cutter Ynon Kreiz co-CEO to find $6 billion in savings

Skydance has made former Mattel chief Ynon Kreiz co-CEO, expected to find $6 billion in savings over three years, Business Insider reports. David Ellison keeps the studio and talent deals, leaving Kreiz the cuts and the layoffs expected with them.

Reality

Evidence45
Adoption
Not scored
Hype gap+20
Incentives55
Confidence50
investOne report1 publisher

Bigger stock grants put women general counsel 16% ahead of men at the largest US companies

Women general counsel at the Equilar 500 out-earned men by about 16% in 2025, Equilar and BarkerGilmore found, mostly through bigger stock awards. Companies are paying more for women in the top legal job while giving the job to slightly fewer of them.

Publishers:fortune.com

Reality

Evidence60
Adoption
Not scored
Hype gap+15
Incentives45
Confidence62
leadershipOne report1 publisher

Shareholders approve most 2026 moves to Texas over ISS and Glass Lewis objections

Shareholders approved about 80% of 2026 Texas reincorporation proposals, Pay Governance found, though ISS and Glass Lewis opposed nearly all of them. Support varied by company, so a board weighing the move needs a case built on its own ownership and pay record.

Reality

Evidence55
Adoption30
Hype gap0
Incentives35
Confidence55
investOne report1 publisher

Oracle's $988 million of executive options need its stock to more than double

Oracle's $988 million of options for Larry Ellison and his two co-CEOs carry strikes of $280 and $308, against a share price of $137. The 53% fall tracks a build that consumed $55.7 billion of capital and left free cash flow at minus $23.7 billion.

Publishers:fortune.com

Reality

Evidence64
Adoption
Not scored
Hype gap+8
Incentives62
Confidence63
leadershipOne report1 publisher

S&P 500 pay plans opposed by both ISS and Glass Lewis failed only 19% of the time in 2026

Pay Governance found just 19% of S&P 500 pay plans opposed by both ISS and Glass Lewis failed in 2026, down from 50% in 2022. The weight now sits with the five largest asset managers, whose own voting frameworks backed pay 95.6% of the time.

Reality

Evidence62
Adoption
Not scored
Hype gap+12
Incentives40
Confidence60
leadershipOne report1 publisher

Three years of clawback filings turned up 19 disclosed recoveries

A Compensia review of Form 10-K filings from January 2024 through June 2026 found 118 companies running restatement-triggered recovery analyses, and 19 of them disclosed an actual clawback of executive pay.

Reality

Evidence62
Adoption58
Hype gap+5
Incentives60
Confidence55
investOne report1 publisher

Beacon retains its departing CEO at $120,000 a month after six days' notice

Sean Gray takes over the $22.3 billion-asset Massachusetts bank a year after its merger of equals. The promised $52 million of after-tax cost savings was booked in July, and the shares still fell more than 6.7% on Monday.

Reality

Evidence68
Adoption66
Hype gap+28
Incentives72
Confidence62
leadershipOne report1 publisher

The new mark-to-market pay number tests 30 years of pay-at-risk orthodoxy

Average pay at risk for S&P 1500 chief executives reached 78% in 2023, up from 46% in 1993, while target pay converged on the industry median. Compensation Actually Paid is the first figure that lets a committee check whether that design pays for performance.

Reality

Evidence52
Adoption72
Hype gap+20
Incentives62
Confidence48
productOne report1 publisher

Two Automattic executives signed each other's severance in the 33 hours their CEO was out

The reciprocal deals, effective September 10, would cost Automattic $8.15 million now that Matt Mullenweg has fired both men. The company's new lawyers are deciding whether to pay out or contest the documents.

Publishers:techcrunch.com

Reality

Evidence64
Adoption28
Hype gap+14
Incentives72
Confidence60
leadershipOne report1 publisher

FW Cook dates the window for changing 2027 pay design to late Q4 and early Q1

A memorandum from the pay consultancy FW Cook argues that the shareholder conversations able to influence next year's incentive design happen months before the proxy is filed, and that stewardship teams can tell when a company has left it late.

Reality

Evidence34
Adoption
Not scored
Hype gap+14
Incentives68
Confidence54
investOne report1 publisher

Metaplanet cuts an executive option pool that had grown to a fifth of its diluted count

Metaplanet's board pulled back grant terms that expanded with every equity raise, cutting the potential share pool by about 41 percent and lifting bitcoin per fully diluted share 8.8 percent without buying a coin.

Reality

Evidence45
Adoption45
Hype gap+22
Incentives72
Confidence50
investOne report1 publisher

Namyang's counterclaim turns an ex-chairman's 44.4 billion won severance suit into a repayment order

Namyang's shareholders never lawfully approved director pay, the Seoul Central District Court found, so Hong Won-sik has no right to severance after 47 years and must return part of what the company already paid him.

Publishers:en.sedaily.com

Reality

Evidence60
Adoption
Not scored
Hype gap+15
Incentives68
Confidence55
investOne report1 publisher

Metaplanet answers a 17% slide by cutting its option units from 696 shares each to 410

A 17% two-day selloff got Metaplanet's board to take 131.27 million potential shares out of its contested option pool in four days, and to add a new CFO, a Hong Kong arm and a December capital vote.

Reality

Evidence48
Adoption55
Hype gap+25
Incentives76
Confidence46
investOne report1 publisher

Metaplanet breaks the clause that kept management at a fifth of the company

The board froze an option pool that had grown nearly sevenfold to 319 million rights and cut the plan by 41%, a reduction worth about $123m that leaves management with a claim on roughly 13% of the diluted company.

Reality

Evidence42
Adoption55
Hype gap+22
Incentives70
Confidence45
investOne report1 publisher

Four years of CTO raises compressed the CEO pay premium from 2.3 times to 1.8 times

Median pay for technology titles reached $2.6mn, up 45.4% since 2021, though one year supplied a 28.9% move on its own, and the largest single award in the data had lost 41% of its value before any of it vested.

Publishers:fortune.com

Reality

Evidence55
Adoption52
Hype gap+18
Incentives62
Confidence54

Earlier coverage

  1. Apple prices its executive chair at 81 cents on the CEO's dollar

    Invest · September 2, 2026 · Confirmed11 publishers

  2. A sub-80% say-on-pay vote now buys a year of investor meetings

    Leadership · August 17, 2026 · One report1 publisher