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
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
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
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
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
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.
Reality
- Evidence60
- Adoption
- Not scored
- Hype gap+15
- Incentives45
- Confidence62
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
Goldman's board has discussed naming John Waldron, holder of an $80 million retention bonus, CEO as soon as next year, the Wall Street Journal reported. The cost still open is keeping four senior executives who would be passed over.
Reality
- Evidence55
- Adoption
- Not scored
- Hype gap+15
- Incentives60
- Confidence60
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.
Reality
- Evidence64
- Adoption
- Not scored
- Hype gap+8
- Incentives62
- Confidence63
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
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
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
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
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.
Reality
- Evidence64
- Adoption28
- Hype gap+14
- Incentives72
- Confidence60
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
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
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.
Reality
- Evidence60
- Adoption
- Not scored
- Hype gap+15
- Incentives68
- Confidence55
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
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
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.
Reality
- Evidence55
- Adoption52
- Hype gap+18
- Incentives62
- Confidence54