Everpure management check
P · Information Technology · Technology Hardware, Storage & Peripherals · CEO Charles H Giancarlo
Filings as of
4 good · 1 to watch · 2 flagged, across the seven questions below.
- Good
Have owners done well?
Beat its chosen peers$100 invested at the start of fiscal 2022 grew to $304, against $191 for the peer group the company picked itself.
- Good
Does pay follow performance?
Pay rose and fell with returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.87 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- Flag
What does the CEO cost owners?
9.8% of net income$18.4m of reported pay in fiscal 2026, against $188.2m of net income.
- Watch
Do they own the stock?
CEO stake ≈ 13 years of payThe CEO holds 1,503,248 shares, directly or through trusts (unvested awards not counted): about 13 years of pay. 8 insiders sold $326.3m in the last six months and none bought. 172 of 185 sales ran on pre-arranged 10b5-1 plans.
- Flag
Are owners being diluted?
Share count growingDiluted shares changed +1.6% a year over the last three fiscal years. Stock-based pay was 13.1% of revenue in the latest year.
- Good
Is leadership stable?
3 leadership filings in 3 yearsCEO in the pay table: Mr. Giancarlo. 3 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Good
Are the books clean?
No red flags on fileNo restatements, auditor changes or late filings since 2021.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Information Technology.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 100 | 33 | |
| Pay for performance | 93 | 87 | |
| CEO cost | 0 | 35 | |
| Skin in the game | 70 | 47 | |
| Dilution | 20 | 56 | |
| Stable leadership | 100 | 85 | |
| Clean books | 100 | 100 |
Closest peers
Others in Technology Hardware, Storage & Peripherals, by management score. Everpure is 23rd of 73 in its sector.
- 3SNDKSandisk94
- 7DELLDell Technologies90
- 24STXSeagate Technology85
- 178WDCWestern Digital70
- 195PEverpure69
- 204AAPLApple Inc.68
- 295SMCISupermicro62
- 348NTAPNetApp58
- 387HPQHP Inc.55
- 403HPEHewlett Packard Enterprise53
Pay versus performance
From the proxy statement filed May 1, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2026 | Mr. Giancarlo | $18.4m | $40.0m | $14.5m | $304 | $191 | $188.2m |
| 2025 | Mr. Giancarlo | $14.1m | $45.7m | $5.5m | $293 | $158 | $106.7m |
| 2024 | Mr. Giancarlo | $36.7m | $40.5m | $13.3m | $183 | $133 | $61.3m |
| 2023 | Mr. Giancarlo | $11.3m | $15.3m | $4.4m | $129 | $106 | $73.1m |
| 2022 | Mr. Giancarlo | $9.8m | $14.6m | $4.0m | $114 | $112 | −$143.3m |
The board says pay is tied most to Revenue. Its other key measures: Non-GAAP Operating Profit, TCV Subscription Sales, NPS.
Insiders and the CEO's stake
Charles H Giancarlo (CEO) held 1,503,248 shares directly after their latest Form 4 on Oct 12, 2026, roughly $233.0m at that filing's price.
8 insiders sold $326.3m in the last six months and none bought. 172 of 185 sales ran on pre-arranged 10b5-1 plans.
- SoldJohn ColgroveChief Visionary Officer · 10b5-1 plan$217.4mOct 14, 2026
- SoldCharles H GiancarloCEO · 10b5-1 plan$86.4mOct 12, 2026
- SoldAjay SinghChief Product Officer$8.9mOct 13, 2026
- SoldScott DietzenDirector$8.5mOct 14, 2026
Leadership and governance on file
- Nov 5, 2025Leadership change8-K 5.02
- Jun 24, 2025Leadership change8-K 5.02
- May 28, 2025Leadership change8-K 5.02
- May 31, 2023Leadership change8-K 5.02
- Dec 20, 2022Leadership change8-K 5.02
- Mar 2, 2022Leadership change8-K 5.02
- Dec 17, 2021Leadership change8-K 5.02
- Dec 1, 2021Leadership change8-K 5.02
Latest shareholder vote results: Jun 12, 2026, including the say-on-pay vote.
Where the money went
Over 2021–2025: $1.3bn returned to owners in buybacks and dividends, 445% of net income, and $1.8bn of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $2.2bn | $2.8bn | $2.8bn | $3.2bn | $3.7bn |
| Net income | −$143.3m | $73.1m | $61.3m | $106.7m | $188.2m |
| Stock-based pay | $287.0m | $327.6m | $331.4m | $421.3m | $481.7m |
| Buybacks | $200.2m | $219.1m | $135.8m | $374.0m | $342.6m |
| Dividends | — | — | — | — | — |
| Diluted shares | 286m | 339m | 333m | 343m | 343m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.