New LTIP Metrics — screen
Illustrative tech set (example) · 3 names with a new metric · latest grant cycle vs. prior, metric-set diff
WHAT IT MEANS Three of five names introduced a new LTIP metric in their latest grant cycle. The standout is Salesforce, which added an Agentforce/Data 360 ARR goal and a blended Margin & Growth measure — a clear pivot toward monetizing its AI stack alongside the long-standing rTSR and margin metrics. New growth/AI-tied metrics, when they show up, tend to signal where management now wants the market to judge them.
Metric vs. prior cycle:
new
carried over
dropped
· click a column to sort
| Ticker |
Company |
Prior → latest |
# new |
Latest-cycle metric set (new highlighted) |
What it signals |
A metric is 'new' if its normalized base name (tranche-year suffixes stripped, e.g. '- Year 1/2/3') appears in the latest metric-bearing LTIP grant cycle but not in the immediately prior metric-bearing cycle. rTSR-as-modifier and funding gates are not counted as metrics. Names with fewer than two metric-bearing cycles are listed under 'not screened'.
Source: Verity (InsiderScore) long-term incentive plan data, Form DEF 14A. Describes incentive-plan design, not company quality or stock merit — not investment advice.
