Choose Executives - Step 2

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Choose Executives - Step 2

The Customize Executives feature allows the user to build a list of comparable companies and then choose executives for display in the Peer Analyses table (only available for areas in the United States and Canada).  This process involves 2 steps: Build a Company List (Step 1) and Choose Executives (Step 2).

 

To Build a Company List (Step 1)

See Step 1

 

To Choose Executives (Step 2)

1.In Peer Analyses, Step 2 is part of the Customize Executives panel on the main screen.

2.In Step 2, build a list of executives using one of these options:

Select executives by checking the box(es) next to one or more executive titles, all executive titles, or directors.

In Peer Analyses, click the Custom Search button.  The custom search feature is designed to provide a list of executives whose job title (disclosed in the company’s filings) contain a keyword of interest. Type any relevant title information in the text box and click Search. When your list of executives is complete, click OK to return to Peer Analyses.

 

To Create a List of Comparable Companies

See Build a Company List - Step 1

 

To Save

See Save List

 

To Delete One or More Rows

See Delete Table Rows

 

To Delete the Saved List

Click Delete List

 

To Sort a Table

See Sort Table

 

To Export to an Excel Spreadsheet

See Export to Excel

 

To Print

See Printing