Incentive Orientation — sortable

Custom watchlist — 29 large-cap names (GS, CAT, UNH, MSFT, AMGN, GOOGL, V, TRV, AXP, HD, SHW, AAPL, IBM, MCD, JNJ, AMZN, BA, HON, NVDA, CVX, CRM, MMM, PG, MRK, CSCO, WMT, DIS, KO, NKE)  ·  28 companies  ·  AIP + LTIP blended 50/50, latest disclosed fiscal year

As of July 2026
WHAT IT MEANS The list splits into a profitability-dominant core (GS, TRV, SHW, MMM, CSCO, BA, HD, MCD all 70-100% profitability-weighted) and a smaller shareholder-return-driven cluster (GOOGL 100%, NVDA and NKE 50%, AAPL 50%) where relative TSR carries half or all of the long-term award. MSFT stands apart as the most growth-tilted name (67.5%) on cloud/Azure revenue metrics, followed by CRM's ARR-driven design. Several names (V, PG, CVX) rely on undisclosed or scorecard-style AIP weights, so their splits use an equal-weight assumption noted per row.
Share of weighted incentive metrics: profitability / returns growth shareholder return other objectives   (dotted tick = 50%)  ·  click a column to sort
Ticker Company Metric mix P G S O Notes
One row per company, latest disclosed FY (AIP) and latest metric-bearing LTIP grant cycle, blended 50/50 (100% to the pot present when one is absent; scope noted). rTSR used only as a payout modifier (not a weighted metric) is excluded and noted. Where a company discloses category totals but not per-metric weights, an equal split across sub-metrics is assumed and noted.
Source: Verity (InsiderScore) incentive compensation data, latest proxy-disclosed AIP year and LTIP grant with weighted metrics. Not investment advice — describes incentive design, not company quality.