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GlossaryFilings and sources

Form 10-K

Also called 10-K, annual report on Form 10-K.

The annual report. CompensationBase may use a 10-K SCT when the proxy is missing or unparsable, and it takes company revenue and assets from 10-K Company Facts.

What it is

Form 10-K is the annual report to the SEC: audited financials, risk factors, MD&A, and exhibits. Compensation tables usually live in the proxy, which is often incorporated by reference into the 10-K. Some issuers still include an Item 402 SCT in the 10-K itself, especially if a proxy is delayed.

CompensationBase uses a 10-K SCT as a fallback when the proxy is missing or unparsable. Revenue and assets, when shown for scale, come from 10-K Company Facts—not from pay tables.

Why companies use it

The 10-K is the comprehensive annual filing. Incorporating the proxy avoids duplicating fifty pages of CD&A inside the 10-K.

When timing slips, putting compensation in the 10-K can satisfy disclosure until the proxy files.

Pros

  • A backup SCT source.
  • Company Facts from 10-Ks give revenue and assets on a consistent XBRL basis.
  • Same accession-number provenance as proxies.

Cons

  • Most 10-Ks do not repeat the full SCT; a parser looking only at 10-Ks would miss pay.
  • Incorporation by reference means the 10-K filing date is not the pay-table date.
  • Scale metrics are not a pay-for-performance score.

Examples

Fallback table

A company files a 10-K with an SCT in Item 11 because the meeting (and proxy) will be later. CompensationBase can load NEOs from that 10-K until a DEF 14A supersedes it.

Revenue for context

Company pages may show revenue next to pay. That revenue is Company Facts from the 10-K, not a ratio CompensationBase certifies as “fair pay.”

On CompensationBase

A 10-K SCT is a fallback when the proxy is missing or unparsable. Revenue and assets also come from 10-K Company Facts for scale.

Related terms

  • SEC Company Facts

    Structured 10-K financials CompensationBase uses for revenue and assets. These figures are for company scale, not a pay-for-performance ratio.

  • DEF 14A

    The definitive proxy statement filed with the SEC before a shareholder meeting. It is CompensationBase’s primary source for the Summary Compensation Table.

  • Summary Compensation Table

    The Item 402 table in a proxy statement that lists each named executive officer’s pay components and total for up to three fiscal years. CompensationBase extracts figures from this table.

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