Rankings
Revathi Advaithi of FLEX LTD. (FLEX) ranks first in this filing-verified ranking: reported pay moved +170.3% while the stock returned -9.6%, among n=133 companies where the board's pay decision moved against shareholder returns or outran the stock as of July 28, 2026.
Year-over-year reported CEO pay versus total shareholder return from SEC filings. Data as of July 28, 2026. n=133 companies with a qualifying consecutive-year pair.
| Rank | Company | CEO | Type | Reported pay | Stock return | Fiscal year |
|---|---|---|---|---|---|---|
| 1 | FLEXFLEX LTD. | Revathi Advaithi | Wealth Transfer | +170.3%$28.0M | -9.6% | 2026 |
| 2 | DXCDXC Technology Co | Raul J. Fernandez | Wealth Transfer | +185.5%$31.1M | -69.2% | 2026 |
| 3 | CLFCLEVELAND-CLIFFS INC. | Lourenco Goncalves | Wealth Transfer | +24.8%$3.8M | -20.4% | 2025 |
| 4 | TXNTEXAS INSTRUMENTS INC | Haviv Ilan | Wealth Transfer | +17.7%$2.9M | -14.1% | 2024 |
| 5 | FTREFortrea Holdings Inc. | Thomas Pike | Wealth Transfer | +354.6%$6.1M | -99.0% | 2025 |
| 6 | CORTCORCEPT THERAPEUTICS INC | Joseph K. Belanoff | Wealth Transfer | +54.7%$5.4M | -68.0% | 2025 |
| 7 | CALXCALIX, INC | Michael Weening | Wealth Transfer | +30.9%$2.6M | -59.2% | 2025 |
| 8 | RCUSArcus Biosciences, Inc. | Terry Rosen | Wealth Transfer | +32.7%$2.4M | -39.0% | 2025 |
| 9 | NYTNEW YORK TIMES CO | Meredith Kopit Levien | Wealth Transfer | +13.3%$1.0M | -60.0% | 2025 |
| 10 | CDWCDW Corp | Christine A. Leahy | Wealth Transfer | +49.3%$5.0M | -15.0% | 2025 |
| 11 | AKAMAKAMAI TECHNOLOGIES INC | Tom Leighton | Wealth Transfer | +5.9%$889K | -25.2% | 2025 |
| 12 | ADUSAddus HomeCare Corp | R. Dirk Allison | Wealth Transfer | +119.6%$6.6M | -28.9% | 2025 |
| 13 | DEAEasterly Government Properties, Inc. | Darrell W. Crate | Wealth Transfer | +122.2%$5.7M | -18.2% | 2025 |
| 14 | LOGILOGITECH INTERNATIONAL S.A. | Johanna Hanneke Faber | Wealth Transfer | +50.4%$3.5M | -9.2% | 2025 |
| 15 | SBACSBA Communications Corporation | Brendan T. Cavanagh | Wealth Transfer | +28.8%$2.5M | -17.8% | 2025 |
| 16 | CSGSCSG SYSTEMS INTERNATIONAL INC | Brian A. Shepherd | Wealth Transfer | +42.5%$3.4M | -1.5% | 2024 |
| 17 | VSHVISHAY INTERTECHNOLOGY INC | Joel Smejkal | Wealth Transfer | +89.6%$4.9M | -11.7% | 2025 |
| 18 | MCDMCDONALDS CORP | Christopher Kempczinski | Wealth Transfer | +13.1%$2.4M | -3.0% | 2025 |
| 19 | PRKSUnited Parks & Resorts Inc. | Marc G. Swanson | Wealth Transfer | +353.8%$3.8M | -35.2% | 2025 |
| 20 | AMNAMN HEALTHCARE SERVICES INC | Cary Grace Peo | Wealth Transfer | +11.6%$1.1M | -39.9% | 2025 |
| 21 | SAHSONIC AUTOMOTIVE INC | David Bruton Smith | Wealth Transfer | +19.2%$1.9M | -21.0% | 2025 |
| 22 | ACLSAXCELIS TECHNOLOGIES INC | Russell J. Low | Wealth Transfer | +18.8%$807K | -4.8% | 2025 |
| 23 | HASIHA Sustainable Infrastructure Capital, Inc. | Jeffrey A. Lipson | Wealth Transfer | +13.9%$1.2M | -40.1% | 2025 |
| 24 | FASTFASTENAL CO | Daniel L. Florness | Wealth Transfer | +146.7%$2.5M | -16.7% | 2025 |
| 25 | PLMRPalomar Holdings, Inc. | Mac Armstrong | Wealth Transfer | +63.8%$3.5M | -25.8% | 2025 |
| 26 | LKFNLAKELAND FINANCIAL CORP | David M. Findlay | Wealth Transfer | +20.8%$425K | -23.8% | 2025 |
| 27 | STEPSTEPSTONE GROUP INC. | Scott W. Hart | Wealth Transfer | +29.5%$1.4M | -33.6% | 2026 |
| 28 | PNFPPinnacle Financial Partners, Inc. | M. Terry Turner | Wealth Transfer | +6.8%$423K | -17.5% | 2025 |
| 29 | SMTCSEMTECH CORP | Hong Hou | Wealth Transfer | +21.0%$1.4M | -18.4% | 2026 |
| 30 | HWKNHAWKINS INC | Patrick H. Hawkins | Wealth Transfer | +14.5%$457K | -30.0% | 2026 |
| 31 | JOEST JOE Co | Jorge L. Gonzalez | Wealth Transfer | +6.4%$111K | -37.7% | 2025 |
| 32 | SIGISELECTIVE INSURANCE GROUP INC | John J. Marchioni | Wealth Transfer | +8.6%$544K | -12.7% | 2025 |
| 33 | MSEXMIDDLESEX WATER CO | Nadine Leslie | Wealth Transfer | +13.6%$228K | -15.1% | 2025 |
| 34 | UHTUNIVERSAL HEALTH REALTY INCOME TRUST | Alan B. Miller | Wealth Transfer | +2.4%$6K | -98.0% | 2025 |
| 35 | GENGen Digital Inc. | Vincent Pilette | Governance Gap | +271.3%$61.1M | -26.9% | 2026 |
| 36 | VIRVir Biotechnology, Inc. | George Scangos | Governance Gap | +1978.9%$19.7M | -26.6% | 2021 |
| 37 | OKTAOkta, Inc. | Todd McKinnon | Governance Gap | +58.0%$13.5M | -8.3% | 2026 |
| 38 | WDWalker & Dunlop, Inc. | William M. Walker | Governance Gap | +104.6%$7.9M | -56.1% | 2025 |
| 39 | SRPTSarepta Therapeutics, Inc. | Douglas S. Ingram | Governance Gap | +296.4%$5.9M | -86.6% | 2025 |
| 40 | CHDNChurchill Downs Inc | William C. Carstanjen | Governance Gap | +26.9%$4.1M | -40.0% | 2025 |
| 41 | TWTradeweb Markets Inc. | Billy Hult | Governance Gap | +23.2%$3.9M | -39.1% | 2025 |
| 42 | AMKRAMKOR TECHNOLOGY, INC. | Giel Rutten | Governance Gap | +29.6%$3.8M | -20.8% | 2024 |
| 43 | ACIWACI Worldwide, Inc. | Thomas W. Warsop III | Governance Gap | +23.4%$2.8M | -9.5% | 2025 |
| 44 | PIPRPIPER SANDLER COMPANIES | Chad R. Abraham | Governance Gap | +30.9%$2.6M | -10.9% | 2025 |
| 45 | ROPROPER TECHNOLOGIES INC | L. Neil Hunn | Governance Gap | +10.6%$2.5M | -29.8% | 2025 |
| 46 | ADMAADMA BIOLOGICS, INC. | Adam S. Grossman | Governance Gap | +29.3%$2.3M | -72.0% | 2025 |
| 47 | EFOREverforth Inc | Theodore S. Hanson | Governance Gap | +25.7%$2.1M | -50.9% | 2025 |
| 48 | SHWSHERWIN WILLIAMS CO | Heidi G. Petz | Governance Gap | +14.8%$1.9M | -24.3% | 2025 |
| 49 | DPZDOMINOS PIZZA INC | Russell J. Weiner | Governance Gap | +19.6%$1.8M | -23.9% | 2025 |
| 50 | MMIMarcus & Millichap, Inc. | Hessam Nadji | Governance Gap | +36.9%$1.7M | -27.6% | 2025 |
| 51 | MBLYMobileye Global Inc. | Prof. Amnon Shashua | Governance Gap | +10.3%$1.6M | -48.0% | 2025 |
| 52 | PKGPACKAGING CORPORATION OF AMERICA | Mark W. Kowlzan | Governance Gap | +8.4%$1.3M | -26.2% | 2025 |
| 53 | CVLTCOMMVAULT SYSTEMS INC | Sanjay Mirchandani | Governance Gap | +5.8%$1.1M | -50.6% | 2026 |
| 54 | FWRDFORWARD AIR CORP | Shawn Stewart | Governance Gap | +21.8%$997K | -99.3% | 2025 |
| 55 | FULFULLER H B CO | Celeste B. Mastin | Governance Gap | +12.6%$990K | -23.0% | 2025 |
| 56 | CSWCSW INDUSTRIALS, INC. | Joseph B. Armes | Governance Gap | +14.9%$943K | -60.6% | 2026 |
| 57 | VCELVericel Corp | Dominick Colangelo | Governance Gap | +9.0%$919K | -63.0% | 2025 |
| 58 | GOLFAcushnet Holdings Corp. | David Maher | Governance Gap | +9.2%$894K | -10.6% | 2025 |
| 59 | PEGAPEGASYSTEMS INC | Alan Trefler | Governance Gap | +8.5%$650K | -23.3% | 2025 |
| 60 | LZBLa-Z-Boy Incorporated | Melinda D. Whittington | Governance Gap | +9.5%$632K | -6.9% | 2026 |
| 61 | HDHOME DEPOT, INC. | Edward P. Decker | Governance Gap | +4.0%$616K | -23.3% | 2026 |
| 62 | IDCCInterDigital, Inc. | Liren Chen | Governance Gap | +8.1%$590K | -72.7% | 2025 |
| 63 | APLSApellis Pharmaceuticals, Inc. | Cedric Francois | Governance Gap | +5.6%$584K | -46.7% | 2024 |
| 64 | SHOSunstone Hotel Investors, Inc. | Bryan A. Giglia | Governance Gap | +14.4%$569K | -4.1% | 2025 |
| 65 | ZBRAZEBRA TECHNOLOGIES CORP | William Burns | Governance Gap | +3.2%$428K | -58.2% | 2025 |
| 66 | VRRMVERRA MOBILITY Corp | David Roberts | Governance Gap | +7.3%$407K | -3.4% | 2025 |
| 67 | SFBSServisFirst Bancshares, Inc. | Thomas A. Broughton | Governance Gap | +18.2%$381K | -21.1% | 2025 |
| 68 | CVCOCAVCO INDUSTRIES, INC. | Bill Boor | Governance Gap | +4.2%$319K | -9.0% | 2026 |
| 69 | PRKPARK NATIONAL CORP /OH/ | David L. Trautman | Governance Gap | +11.9%$316K | -14.7% | 2025 |
| 70 | SNCYSun Country Airlines Holdings, Inc. | Jude Bricker | Governance Gap | +7.1%$232K | -7.3% | 2024 |
| 71 | DORMDorman Products, Inc. | Kevin M. Olsen | Governance Gap | +3.5%$228K | -20.3% | 2025 |
| 72 | TRMBTRIMBLE INC. | Robert G. Painter | Governance Gap | +1.0%$191K | -37.3% | 2025 |
| 73 | HSTMHEALTHSTREAM INC | Robert A. Frist | Governance Gap | +23.6%$166K | -9.2% | 2025 |
| 74 | PRGSPROGRESS SOFTWARE CORP /MA | Yogesh Gupta | Governance Gap | +1.5%$160K | -39.3% | 2025 |
| 75 | CRVLCORVEL CORP | Michael G. Combs | Governance Gap | +7.8%$93K | -57.0% | 2026 |
| 76 | AGNTeXp World Holdings, Inc. | Glenn Sanford | Governance Gap | +3.9%$58K | -21.1% | 2025 |
| 77 | CRWDCrowdStrike Holdings, Inc. | George Kurtz | Windfall | +603.4%$212.4M | +10.9% | 2026 |
| 78 | AEPAMERICAN ELECTRIC POWER CO INC | William J. Fehrman | Windfall | +176.1%$23.3M | +42.2% | 2025 |
| 79 | BKBank of New York Mellon Corp | Robin Vince | Windfall | +258.3%$60.2M | +54.5% | 2025 |
| 80 | NUVLNuvalent, Inc. | James R. Porter | Windfall | +84.3%$7.9M | +6.4% | 2024 |
| 81 | UPWKUPWORK, INC | Hayden Brown | Windfall | +72.1%$7.2M | +21.6% | 2025 |
| 82 | MGMMGM Resorts International | William J. Hornbuckle | Windfall | +60.1%$9.5M | +10.2% | 2025 |
| 83 | PRAPROASSURANCE CORP | Edward L. Rand | Windfall | +67.1%$2.5M | +15.0% | 2024 |
| 84 | ROADConstruction Partners, Inc. | Fred J. (Jule) Smith, III | Windfall | +86.3%$3.0M | +21.0% | 2025 |
| 85 | WSRWhitestone REIT | David K. Holeman | Windfall | +76.2%$1.0M | +19.8% | 2024 |
| 86 | SPHRSphere Entertainment Co. | James L. Dolan | Timing Mismatch | -20.6%-$3.7M | +171.2% | 2025 |
| 87 | CIFRCipher Mining Inc. | Rodney Tyler Page | Timing Mismatch | -13.7%-$2.4M | +218.1% | 2025 |
| 88 | GEGeneral Electric Company | H. Lawrence | Timing Mismatch | -48.7%-$43.3M | +90.9% | 2025 |
| 89 | ARWRARROWHEAD PHARMACEUTICALS, INC. | Christopher Anzalone | Timing Mismatch | -27.3%-$3.4M | +158.1% | 2025 |
| 90 | HCIHCI Group, Inc. | Paresh Patel | Timing Mismatch | -59.2%-$12.0M | +40.5% | 2025 |
| 91 | AFRMAffirm Holdings, Inc. | Max Levchin | Timing Mismatch | -14.3%-$68K | +97.0% | 2023 |
| 92 | XOMEXXON MOBIL CORP | D.W. Woods | Timing Mismatch | -25.1%-$11.1M | +16.0% | 2025 |
| 93 | SKYWSKYWEST INC | Russell A. Childs | Timing Mismatch | -7.0%-$502K | +60.2% | 2025 |
| 94 | HLTHilton Worldwide Holdings Inc. | Christopher J. Nassetta | Timing Mismatch | -1.0%-$284K | +15.9% | 2025 |
| 95 | SSNCSS&C Technologies Holdings, Inc. | William C. Stone | Timing Mismatch | -3.3%-$863K | +16.8% | 2025 |
| 96 | CVXChevron Corporation | M.K. Wirth | Timing Mismatch | -18.0%-$5.9M | +48.0% | 2025 |
| 97 | ZMZoom Communications, Inc. | Eric S. Yuan | Timing Mismatch | -62.6%-$2.1M | +5.9% | 2026 |
| 98 | CENXCENTURY ALUMINUM COMPANY | Jesse Gary | Timing Mismatch | -12.7%-$1.0M | +46.7% | 2025 |
| 99 | ALLALLSTATE CORP | Thomas J. Wilson | Timing Mismatch | -14.3%-$3.8M | +10.3% | 2025 |
| 100 | RKLBROCKET LAB CORPORATION | Peter Beck | Timing Mismatch | -66.0%-$13.3M | +174.2% | 2025 |
Each company links to its ticker page. The table is the top 100 of 133 qualifying companies.
Methodology
We compare year-over-year changes in three filing metrics for each company's CEO: total compensation as set by the board, realized pay after stock-based adjustments, and total shareholder return.
A company appears here when the board's reported pay decision moved in the opposite direction from stock returns, or when pay rose far faster than shareholder gains, between the two most recent consecutive fiscal years. Realized pay is used to classify severity, not as an inclusion filter.
Wealth Transfer— the board raised pay while the stock fell, and realized pay also rose.
Governance Gap— the board raised pay while the stock fell, but realized pay moved down with the shares.
Windfall— the stock rose, but the board raised pay by a much larger multiple.
Timing Mismatch— the board cut pay while the stock rose. Often a vesting-cycle or conservative-adjustment pattern, not a governance failure.
Limitations
This is not every U.S. public company. Coverage is the rentseek.ing warehouse cut of consecutive-year CEO pay and shareholder-return rows that fail the alignment test. Companies without a usable pair are omitted.
One-year windows can misclassify long-cycle incentive plans. Realized pay includes unrealized equity-value changes, so it mechanically tracks the stock. We do not invent letter grades; the table reports the filing comparison the warehouse already computes.
FAQ
Sources
SEC EDGAR compensation disclosures (definitive proxy statements and 20-F annual reports for foreign issuers). Reported pay from the compensation table; realized pay and total shareholder return from pay-versus-performance disclosures. Canonical page: https://rentseek.ing/rankings/pay-misalignment-2026. See also are CEOs paid for performance and worst-aligned CEOs 2024.
Filing lookup
Open a ticker page for the full CEO pay dossier and the source filing.
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