Pay Review & Benchmarking
Proxy Summary Compensation Table Reading Guide and Peer Build Worksheet
Proxy filings in, cited peer CFO rows out. The PDF guide walks through a DEF 14A Summary Compensation Table column by column under Regulation S-K Item 402, from salary through total, and explains how to find the filing on EDGAR and confirm which row is the principal financial officer. The Excel worksheet logs each filing and records peer CFO rows as filed. It flags 'Treasurer'-only, former and interim titles for your review, checks your entered components against the filed total, counts distinct employers per year against a 5-employer minimum, and exports the valid rows with a 'Sources:' line. It ships with no peer pay data: every figure in it is one you read from a filing and cite yourself.
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Join the WaitlistWhat's included
- PDF guide: a DEF 14A Summary Compensation Table column by column under Regulation S-K Item 402, from salary through total
- Where to find the filing on EDGAR, and how to confirm which row is the principal financial officer
- Excel worksheet: logs each filing and records peer CFO rows as filed
- Flags 'Treasurer'-only, former and interim titles for your review, and checks your entered components against the filed total
- Counts distinct employers per year against a 5-employer minimum and exports the valid rows with a 'Sources:' line
- Ships with no peer pay data: every figure is one you read from a filing and cite yourself
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This is included in Benchmark ($59/mo) as the Proxy Statement Reading Guide tool, inside the app with current SEC and IRS filing data. The file you buy here is yours to keep.
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