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 Position
461,491
Est. Value
$37.5M
Beneficial (SEC)
180,706
$15.8M
Stock Price
$87.50
| Type | Shares | Value |
|---|---|---|
| Shares Owned | 180,706 | $15,811,775 |
| RSU | 102,071 | $8,931,213 |
| PSU | 127,285 | $11,137,438 |
| Options (Exercisable) | 51,429 | $1,629,151 |
| Total | 461,491 | $37,509,577 |
Stock Ownership Guideline
6x base salary
Target: $7.5M · Current holdings: $15.8M
| 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 |
Total Options
125,358
Intrinsic Value
$1.9M
Exercisable
94,108
75%
Unexercisable
31,250
25%
Intrinsic Value by Expiration Year
Total Shares
303,285
Gross Value
$20.3M
Est. Tax
$0
Est. Net
$0
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 | 8 | 12 |
| 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)
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