Walk into the first meeting already knowing the client's pay structure. We read a proxy statement and a set of Form 4 filings line by line, pull out the compensation detail that matters, and turn it into a document request list and a meeting agenda you can use as-is.
Learning objectives
Locate and interpret the compensation tables in an SEC proxy statement
Read Form 4 filings to reconstruct an executive's transaction history
Assemble a document and data request list ahead of the first meeting
Run a first meeting from a structured agenda that surfaces planning issues