Compare CEO pay against shareholder return

Extracts the Pay versus Performance table required by Item 402(v) from each company's DEF 14A, then charts the year-over-year change in CEO compensation actually paid against the change in total shareholder return.

Prompt

For Etsy, Moderna, VF Corp and Clorox, pull the Pay versus Performance table required by Item 402(v) from each company's most recent DEF 14A. For each company, work out the year-over-year change in CEO "Compensation Actually Paid" and the year-over-year change in total shareholder return. Chart the two series side by side as grouped bars, one pair per company, with the values labelled. Tell me which filings you used.

Output

When to use this prompt

• Preparing for a say-on-pay vote.
• Screening a peer group for pay that has come loose from performance.
• Backing up a governance argument with the numbers a company reported about itself.

What you get back

• Grouped bars per company, pay change against return change, on a shared axis.
• Figures taken from the Pay versus Performance table each company files under Item 402(v), rather than from a third-party estimate.
• The proxy statements named in the source line.

Variations

• Change the company list, or pass a whole sector instead.
• Use the five-year series the Item 402(v) table carries, rather than a single year-over-year change.
• Add the peer-group return column that sits in the same table.
• Rank an entire index by the gap between the two series to build a screen.

Filings used

• Etsy, Moderna, VF Corp and Clorox DEF 14A proxy statements, Pay versus Performance table under Item 402(v).

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