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Filings & Disclosure Guides
Proxy Peer-Group Extraction Workbook (Data-Entry Template)
The Proxy Peer-Group Extraction Workbook turns scattered peer proxy tables into one clean comparables dataset. You enter each peer NEO's disclosed salary, bonus, non-equity incentive, stock awards, option awards and other comp from their DEF 14A filing; the workbook assembles them into a single total-comp column, flags rows with a missing citation, missing equity components or a tax year out of step with the rest of the set, and forces an accession-number and tax-year citation on every row. Nothing is benchmarked or asserted for you: every figure is one you transcribed from a named public filing, and coverage is limited to public-company SEC and nonprofit Form 990 disclosures because private-company CEO pay is not publicly disclosed anywhere.
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What's included
- Structured entry rows for each peer NEO, cash and equity components on separate tabs
- An assembled total-comp column per peer (salary + bonus + non-equity incentive + stock + option + other)
- Built-in citation columns (accession number, filing type, tax year) on every row
- Citation Audit flags: missing source, missing tax year, equity not captured, year out of step with the set
- Includes a worked example with fictional sample data
Prefer live data?
This is included in Benchmark ($59/mo) as the Proxy Peer-Group Extraction tool, inside the app with current SEC and IRS filing data. The file you buy here is yours to keep.
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