Sample Data — Fictional Company
This page demonstrates the Proxima platform using fictional data for Cascadia Industrial Holdings. All numbers, names, and scenarios are illustrative — no real company data is shown.
CSDH · Cascadia Industrial Holdings
Chair, President and Chief Executive Officer
Proxy filed 2025-04-10 · Awards as of 2024-12-31
Total Comp 2024
$18.8M
Stock Price
$87.50
2025-04-08
Unvested Equity
$20.1M
Equity Position
$28.6M
PSUs at proxy-reported basis
Equity as of Dec 31, 2024 · Proxy filed Apr 10, 2025
| Owned · shares | Shares | Value |
|---|---|---|
| Shares owned Owned outright | 180,706 | $15,811,775 |
| Shares subtotal | 180,706 | $15,811,775 |
| Promised · units | Units | At target |
|---|---|---|
| RSU Time-vested units | 102,071 | $8,931,213 |
| PSU Performance units | 127,285 | $11,137,438 |
| Units subtotal | 229,356 | $20,068,651 |
PSU value is labelled with the basis the proxy reports it at — at target here — because a performance unit may ultimately pay nothing or double. Options are neither owned nor promised units — they live in the runway below with their own economics.
| Grant Date | Type | Shares | Grant Date FV |
|---|---|---|---|
| Feb 15, 2024 | RSU | 54,858 | $4,800,012 |
| Feb 15, 2024 | PSU | 82,285 | $7,199,988 |
| Feb 15, 2024 | NQSO | 62,500 | $2,499,994 |
8 awards · valued at $87.50 · cliffs marked ◆, annual tranches marked | · click a bar for grant detail
Awards outstanding at the proxy anchor · walked forward through filings · scheduled beyond today
solid = filed dashed = scheduled red = forfeited
At proxy
229,356
Settled since
0
Forfeited
9,642
Unvested today
219,714
| Date | Award | Event | Units | Withheld · sh | Remaining |
|---|---|---|---|---|---|
| Feb 15, 2025 | RSU | Scheduled | -9,643 | — | 219,713 |
| Feb 15, 2025 | RSU | Scheduled | -13,715 | — | 205,998 |
| Feb 17, 2025 | RSU | Scheduled | -9,142 | — | 196,856 |
| Feb 15, 2026 | RSU | Scheduled | -9,643 | — | 187,213 |
| Feb 15, 2026 | RSU | Scheduled | -13,714 | — | 173,499 |
| Feb 15, 2026 | PSU | Scheduled | -45,000 | — | 128,499 |
| Feb 17, 2026 | RSU | Scheduled | -9,143 | — | 119,356 |
| Feb 15, 2027 | RSU | Forfeitedforfeited | -9,642 | — | 109,714 |
| Feb 15, 2027 | RSU | Scheduled | -13,715 | — | 95,999 |
| Feb 15, 2027 | PSU | Scheduled | -82,285 | — | 13,714 |
| Feb 15, 2028 | RSU | Scheduled | -13,714 | — | 0 |
Withheld = shares surrendered for tax at vest — from the Form 4 where filed, projected (≈) at the filed rate otherwise. Share counts, never dollars; withholding reduces shares delivered, not units remaining.
2024-2026 Revenue + ROIC + TSR Modifier Program
Active01/01/2024 → 12/31/2026(3yr)
Performance Targets
| Role | Metric | Weight | Threshold | Target | Stretch |
|---|---|---|---|---|---|
| primary | Revenue CAGR | 40% | 4% CAGR | 8% CAGR | 12% CAGR |
| primary | Return on Invested Capital | 35% | 11 | 14 | 17 |
| modifier | Relative TSR Modifiervs Performance Peer Group (15 companies) | modifier | — | — | — |
Cliff vest at end of 3-year performance period. TSR modifier applied after core payout determined.
First year of three-year cycle. Too early for meaningful trending estimate.
Peer Group (15)
↔ Reciprocal — mutual peer, both companies list each other · → One-way — listed as a peer but not reciprocated · ? Indeterminate — peer relationship not yet analyzed
Negative absolute TSR cap: payout limited to 100% of target if absolute TSR is negative over the performance period.
Dividend equivalents accrue; Paid on vested shares
401(k) Plan
Employer Contribution
$19,700
Pension Benefits
| Plan | Years | Present Value | Payments |
|---|---|---|---|
| Cascadia Retirement Plan | 8 | $487,230 | $0 |
Nonqualified Deferred Compensation
| Plan | Exec Contributions | Company Contributions | Earnings | Balance |
|---|---|---|---|---|
| Cascadia Supplemental Savings Plan | $250,000 | $147,500 | $89,340 | $1,247,830 |
Hedging & Pledging
Anti-Hedging Policy
All hedging transactions are prohibited, including short sales, forwards, equity swaps, options, collars, and any other derivative instruments based on Company stock price.
Applies to: Directors and executive officers
Anti-Pledging Policy
Pledging Company shares as collateral or security for indebtedness is prohibited. No exceptions or grandfather provisions.
Applies to: Directors and executive officers
Clawback Policy
Triggers
Financial Restatement
Mandatory recovery of excess incentive compensation received during the 3 fiscal years preceding an accounting restatement.
Misconduct
Discretionary recovery for misconduct causing or contributing to material financial statement inaccuracy, even without a formal restatement.
Covered compensation: Annual cash incentive (STI), performance-based equity (PSU), and any incentive compensation tied to financial reporting measures
Dodd-Frank compliant policy adopted October 2023. Two-tier structure: mandatory recoupment for financial restatements and discretionary recoupment for misconduct.
Compensation Reference Group
Executive pay benchmarking (pay mix, levels, competitiveness)
Global industrial companies with similar revenue ($10B-$25B), business complexity, and competition for executive talent
Cascadia positioned at the 55th percentile for CEO total compensation
Acquired
227,587
Disposed
7,514
Net Change
+220,073
Direct Holdings
125,430
10b5-1 Plan
Active