Recently, I blogged an example from Pru about director time commitments, noting that more companies are providing this type of disclosure in the proxy in response to investor demands. I received a lot of feedback on that blog – so…
I spent the heart of the pandemic teaching myself how to make videos and made several dozen about what is – and what isn’t – considered a perquisite for proxy reporting purposes. As noted in this video, the question of…
Stakeholders want details about the culture fostered by the company related to compliance, including whether adequate training is a priority.
Transparency Criteria #61 for the ESG report states: “The company discusses its ethics and compliance culture.” And related to this…
With heightened importance on the disclosure regarding the director nomination process, the “skills & qualifications” section has evolved considerably in recent years.
One of the latest innovations comes from Chevron. Page 4 of the 2024 proxy statement has a fantastic…
Prudential has a history of being one of the best when it comes to proxy disclosure. No surprise since the wonderful Peggy Foran oversees that company’s disclosure.
One of the latest disclosure innovations from Pru is this director renominations discussion…
Objectively applying the 71 transparency criteria for the ESG report during our “Transparency Awards” process, Ecolab won best ESG Report this year. Here’s their 2023 Growth & Impact Report.
Bearing in mind again that the criteria are objectively applied, here…
Objectively applying the 27 transparency criteria for the Code of Conduct during our “Transparency Awards” process, NextEra Energy won best Code of Conduct this year after being ranked 16th last year. Here’s their Code of Business Conduct and Ethics.
Bearing…
Objectively applying the 25 transparency criteria for the IR web site during our “Transparency Awards” process, both Honeywell and Bank of America won best IR Web Site this year. It was a tie for first! Here’s Honeywell’s IR web site…
Objectively applying the 28 transparency criteria for the Form 10-K during our “Transparency Awards” process, ConocoPhillips won best Form 10-K this year after coming in second last year. Here’s their 2024 Form 10-K.
Bearing in mind again that the criteria…
Objectively applying the 234 transparency criteria to the five disclosure documents we track during our “Transparency Awards” process, Ford Motor Company came up big as the winner this year of “Most Improved.” Here’s their 2024 proxy statement; the 2023 Form…
Objectively applying the 83 transparency criteria for the proxy statement during our “Transparency Awards” process, my alma mater – Lockheed Martin – won best proxy this year after coming in second last year. Here’s their 2024 proxy statement.
Bearing in…
Objectively applying the 234 transparency criteria to the five disclosure documents we track during our “Transparency Awards” process, Intel came up as the big winner this year after coming in fourth last year (and in first the year before that).…
Understandably, much of the attention related to cyber disclosures relate to how – and when – to make disclosure related to cyber incidents in a Form 8-K. But perhaps equally as important is consideration of what you should be disclosing…
Last year, I blogged about the board skills matrix, highlighting a few of the Transparency Criteria that apply and noted a few good disclosure examples. I wanted to bring Wal-Mart’s 2024 proxy (on pages 11-12) to your attention because of…
Over the years, I’ve talked to a number of brilliant in-house disclosure drafters and a number of them have said that they go through the exercise of re-imaging a section in their proxy or 10-K that feels stale. Perhaps it’s…
