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Velarion Observations

Research from the proxy record

Short, decision-grade studies drawn from the same verified dataset behind the platform — 1,184 public companies across 12 industries, benchmarked against the peers they actually disclose. Every figure traces to a live value.

Issue 01·May 2026·6 min read

The Hidden Retention Premium

Across 1,184 public companies and four fiscal years, special equity awards quietly reshape executive pay. Most benchmarks miss them — or worse, miscount them by a factor of nearly two.

Equity DesignRetentionPeer BenchmarkingRead issue →
Issue 02·June 2026·12 min read

The Reciprocity Network

Who sits on the most proxy peer lists in America — a universe-scale read of the directed graph of executive-pay peer selection: who names whom, who reciprocates, who benchmarks up.

Peer GroupsReciprocityGovernanceRead issue →
For informational purposes only. Not investment, legal, or compensation advice.  Terms · Privacy