Velarion · Company Intelligence
Compensation Brief
Fiscal year 2025 · Filings through 2026-08-05

American Superconductor (AMSC)

Fiscal year 2025 executive and director compensation, incentive-plan design, equity activity, and governance — every figure in this brief is traceable to its exact location in the company’s SEC filing — the document, the section, the page, and the table, linked directly.

$7,529,025
Daniel McGahn total, FY2025
92nd
CEO pay percentile vs peers
76:1
CEO-to-median pay ratio
94.13%
Say-on-pay support, latest vote
Companies that benchmark against AMSC
7 companies name AMSC as a compensation peer

Each company listed discloses AMSC in its own benchmarking peer group, as disclosed in each company's most recent proxy statement within the last two proxy seasons. Two companies are therefore absent by design: one that named AMSC in an earlier year and no longer does, and one whose own most recent disclosure is older than the last two seasons.

01

Summary Compensation Table — fiscal year 2025

Named executive officerSalaryBonusStock awardsOption awardsNon-equity incentivePension / NQDCAll otherTotal
Daniel McGahn$715,769$0$5,644,800$0$1,149,125$0$19,331$7,529,025
Chairman of the Board, President and Chief Executive Officer
John Kosiba445,38502,822,4000499,275019,8213,786,881
Senior Vice President, Chief Financial Officer and Treasurer

A dash means the company reported no figure in that column; 0 means it reported zero. Figures are as printed in the filing, without adjustment.

Three-year trend — total compensation per named executive

Named executive officerFY2025 totalFY2024 totalFY2023 totalΔ FY20242025
Daniel McGahn$7,529,025$6,015,053$3,297,209+1,513,972
John Kosiba3,786,8812,896,7501,547,692+890,131

Prior-year totals as disclosed in the corresponding proxy; deltas are computed values with the derivation shown in the register.

02

Equity transactions since the proxy statement was filed

No insider equity transactions reported since the proxy statement.

03

Grants of plan-based awards — fiscal year 2025

ExecutiveAwardGrant dateThresholdTargetGrantedMaximumGrant-date fair value
Daniel McGahnRSU2025-05-1580,000$1,881,600
Daniel McGahnPSU2025-05-1540,00080,000160,0003,763,200
John KosibaRSU2025-05-1540,000940,800
John KosibaPSU2025-05-1520,00040,00080,0001,881,600
03b

Vehicle mix — grant-date fair value by award type

Named executive officerTime-vested (RSU)Performance-vested (PSU)Options / SARs% performance-vested
Daniel McGahn$1,881,600$3,763,200$066.7%
John Kosiba940,8001,881,600066.7%

% performance-vested = PSU grant-date fair value ÷ (RSU + PSU + Options), a computed value with the derivation shown in the register.

04

Outstanding equity awards at fiscal year-end 2025

ExecutiveAwardShares unvestedExercise priceMarket value unvested
Daniel McGahnRSU40,000$1,354,000
Daniel McGahnPSU160,0005,416,000
Daniel McGahnPSU120,0004,062,000
John KosibaPSU63,0002,132,550
Daniel McGahnRSU33,3341,128,356
John KosibaRSU40,0001,354,000
John KosibaPSU60,0002,031,000
Daniel McGahnRSU150,0005,077,500
Daniel McGahnRSU80,0002,708,000
John KosibaPSU80,0002,708,000
John KosibaRSU20,000677,000
John KosibaRSU14,000473,900
05

Incentive-plan design — the Compensation Discussion & Analysis

Our executive compensation program is designed to meet three principal objectives: Attract and retain executive officers who contribute to our long-term success; Align compensation with our short-and long-term business objectives; and Incentivize the executive officers to provide superior performance that will build long-term stockholder value.

CEO STI target (% of salary)100%
CEO LTI target (% of salary)
Independent consultantCompensia, Inc.
Clawback policytrue
Anti-hedgingTrue
Anti-pledgingTrue
06

Say-on-pay — recent advisory votes

Meeting yearMeeting dateForAgainstAbstainSupportOutcome
20262026-07-3127,661,7311,724,91785,49394.13%Passed
20252025-07-2520,894,5031,789,738137,00792.11%Passed
20242024-08-0219,132,9791,220,532514,86094%Passed
20202020-07-319,311,684440,915246,72595.48%Passed
20172017-07-278,217,201256,505839,32996.97%Passed

Rows are labeled by annual-meeting year, with the meeting date beside each; the vote held in a given year acts on the prior fiscal year's compensation.

Say-on-pay — history, company's computation

Meeting yearMeeting dateApproval — company's computation
20262026-07-3194.13%a
20252025-07-2592.11%b
20242024-08-0294%c

a. Approved under the standard stated in the filing — “Abstentions and "broker non-votes" will have no effect on the outcome of this proposal.”.

b. Approved under the standard stated in the filing — “Abstentions and “broker non-votes” will have no effect on the outcome of this proposal.”.

c. Approved under the standard stated in the filing — “Abstentions will have no effect on the outcome of this proposal.”.

Approval percentages are the company's own reported computations under its own stated standard, not recomputed by Velarion. Where a company does not state a standard, none is assumed.

07

CEO pay ratio

Ratio (CEO : median employee)76 : 1
CEO total compensation$7,529,025
Median employee compensation$99,511
08

Director compensation — fiscal year 2025

DirectorCash feesStock awardsOption awardsNon-equity incentiveAll otherTotal
Arthur H. HouseIndependent · Lead Independent Director · Compensation (Chair) · Nominating and Corporate Governance (Chair)$95,000$43,992$0$138,992
David R. Oliver, JrIndependent · Audit (Chair) · Nominating and Corporate Governance76,00043,9920119,992
Barbara G. LittlefieldIndependent · Audit · Compensation71,00043,9920114,992
Laura A. DambierIndependent · Audit62,00043,9920105,992
Margaret D. KleinIndependent · Compensation59,00043,9920102,992
Terence R. DonnellyIndependent · Audit · Newly elected52,29139,998092,289
Daniel P. McGahnEmployee director · Board Chair00000
09

Board fee structure and ownership guideline

Annual cash retainer$20,000
Annual equity retainer$43,992
Per board meeting fee
Committee chair fees (audit / comp / nom-gov)12,000 / 12,000
Stock ownership guideline
09b

Total cost of the board

ComponentFY2025
Cash retainers and fees$415,291
Equity awards (grant-date value)$219,960
All other compensation$0
Total cost of the board$635,251

Computed as the sum of the director compensation table rows above; inputs and formula shown in the register.

10

Disclosed peer group — fiscal year 2025

The compensation peer group as the company disclosed it in its own proxy — the reference set behind the percentile above.

10a

Peer reciprocity

Of the companies American Superconductor names as compensation peers, which name it back in their own disclosed peer groups. A peer set the market reciprocates reads differently from one selected in a single direction.

Reciprocity shown where the peer's own current proxy has been read — each mark is cited in the register to that peer's filing. A dash means the peer's current proxy was read and names no reciprocal group including American Superconductor.

10b

Chief executive pay against the peer group

Most recent fiscal-year chief executive compensation at each disclosed peer, taken from that company's own proxy statement.

RankCompanyFYChief executiveSalaryStock awardsOption awardsNon-equity incentiveTotal
1PAR Technology Corp.2025Savneet Singh$645,000$12,875,702$0$615,034$14,164,778
2American Superconductor2025Daniel McGahn715,7695,644,80001,149,1257,529,025
3Shoals Technologies Group2025Brandon Moss791,6664,400,0020699,2005,961,218
4Powell Industries, Inc.2025Brett Cope660,0001,129,26801,650,0003,600,369
5Allient, Inc.2025Richard Warzala740,0001,110,03501,615,2323,530,820
6Bloom Energy Corporation2025KR Sridhar935,385002,470,0003,502,747
7Ouster, Inc.2025Angus Pacala400,0002,469,5000479,6003,363,100
8Preformed Line Products Company2025Dennis McKenna725,0041,564,8430725,0043,287,390
9Energy Recovery Inc.2025David Moon614,2312,599,996003,222,147
10FuelCell Energy Inc.2025Jason Few582,0361,420,3800686,3762,752,725
11Plug Power Inc.2025Jose Luis Crespo397,47101,196,250526,4002,618,833
12Thermon Group Holdings, Inc.2025Bruce Thames715,0351,299,9630543,6202,579,122
13Powerfleet, Inc.2026Steve Towe555,7781,469,0070110,0442,134,829
Graham Corporationnot in coverage universe
Ballard Power Systems, Inc.not in coverage universe
Redwire Corp.not in coverage universe
Blink Charging Co.not in coverage universe
Aspen Aerogels, Inc.not in coverage universe

Each peer's compensation is from its most recently filed proxy; fiscal years differ by company. Each peer's figures come from its own filings; the subject company is highlighted. Peers whose chief executive compensation is outside our coverage universe are stated as such, never left blank.

10c

Incentive design against the same peers

CompanyAnnual incentive payoutLong-term vehicle mixPSU measures include TSRCompensation consultant
American Superconductor159%RSU 50 · PSU 50NoCompensia, Inc.
Allient, Inc.not disclosednot disclosedNoBurke Capital Group
Aspen Aerogels, Inc.not disclosednot disclosednot disclosednot disclosed
Ballard Power Systems, Inc.not disclosednot disclosednot disclosednot disclosed
Blink Charging Co.not disclosednot disclosednot disclosednot disclosed
Bloom Energy Corporation200%PSU 50 · RSU 50NoMeridian
Energy Recovery Inc.not disclosedRSU 50 · PSU 50NoCompensia, Inc.
FuelCell Energy Inc.100%PSU 50 · RSU 50Yes — Relative TSR (Russell 2000 Index)Meridian Compensation Partners, LLC
Graham Corporationnot disclosednot disclosednot disclosednot disclosed
Ouster, Inc.119.9%RSU 100not disclosedSemler Brossy
PAR Technology Corp.95.4%RSU 50 · PSU 50Yes — Relative TSR compared to the Information Technology sector of the Russell 2000 Index companiesFW Cook
Plug Power Inc.112%Options 100not disclosedFrederic W. Cook & Co., Inc. and Alpine Rewards, LLC
Powell Industries, Inc.200%PSU 50 · RSU 50Nonot disclosed
Powerfleet, Inc.not disclosedPSU 66.7 · RSU 33.3not disclosedFrederic W. Cook & Co., Inc.
Preformed Line Products Company100%RSU 100Nonot disclosed
Redwire Corp.not disclosednot disclosednot disclosednot disclosed
Shoals Technologies Group74%PSU 50 · RSU 50NoPay Governance
Thermon Group Holdings, Inc.76%PSU 65 · RSU 35NoMercer, LLC

Read from each company's Compensation Discussion and Analysis: annual incentive payout as a percentage of target, the disclosed long-term vehicle mix, whether performance-share measures include a total shareholder return component, and the retained compensation consultant. “Not disclosed” appears only where the company's filing does not state the item.

11

Source register

Each figure's location is given both for the eye (section · page · table · row · column) and for a script (table/row/column index and exact character span in the filed document). Any figure can be independently confirmed against the source.

#SupportsDocumentFiledAccessionLocation in document
1Section 01, Daniel McGahnDEF 14A2026-06-180001193125-26-275809Section “Fiscal 2025 Summary Compensation Table” · page 31. As printed: 7,529,025. Filing ↗machine: span 394587–394596
2Section 01, John KosibaDEF 14A2026-06-180001193125-26-275809Section “Fiscal 2025 Summary Compensation Table” · page 31. As printed: 3,786,881. Filing ↗machine: r7 · c23 · span 399461–399470
3Section 03, Daniel McGahn RSUDEF 14A2026-06-180001193125-26-275809Section “Grants of Plan-Based Awards Table for Fiscal 2025” · grants of plan-based awards table. Filing ↗machine: t156 · r12 · c3 · span 451416–451422
4Section 03, Daniel McGahn PSUDEF 14A2026-06-180001193125-26-275809Section “Grants of Plan-Based Awards Table for Fiscal 2025” · grants of plan-based awards table. Filing ↗machine: t156 · r12 · c3 · span 451416–451422
5Section 03, John Kosiba RSUDEF 14A2026-06-180001193125-26-275809Section “Grants of Plan-Based Awards Table for Fiscal 2025” · grants of plan-based awards table. Filing ↗machine: t156 · r24 · c3 · span 459519–459525
6Section 03, John Kosiba PSUDEF 14A2026-06-180001193125-26-275809Section “Grants of Plan-Based Awards Table for Fiscal 2025” · grants of plan-based awards table. Filing ↗machine: t156 · r24 · c3 · span 459519–459525
7Section 07, pay ratioDEF 14A2026-06-180001193125-26-275809Section “CEO Pay Ratio”. As printed: 76 : 1. Filing ↗machine: span 487542–487549
8Section 08, Arthur H. HouseDEF 14A2026-06-180001193125-26-275809Section “Director Compensation”. As printed: 138,992. Filing ↗machine: t190 · r7 · c15 · span 604580–604587
9Section 08, David R. Oliver, JrDEF 14A2026-06-180001193125-26-275809Section “Director Compensation”. As printed: 119,992. Filing ↗machine: t190 · r13 · c15 · span 608885–608892
10Section 08, Barbara G. LittlefieldDEF 14A2026-06-180001193125-26-275809Section “Director Compensation”. As printed: 114,992. Filing ↗machine: t190 · r11 · c15 · span 607458–607465
11Section 08, Laura A. DambierDEF 14A2026-06-180001193125-26-275809Section “Director Compensation”. As printed: 105,992. Filing ↗machine: t190 · r3 · c15 · span 601704–601711
12Section 08, Margaret D. KleinDEF 14A2026-06-180001193125-26-275809Section “Director Compensation”. As printed: 102,992. Filing ↗machine: t190 · r9 · c15 · span 606004–606011
13Section 08, Terence R. DonnellyDEF 14A2026-06-180001193125-26-275809Section “Director Compensation”. As printed: 92,289. Filing ↗machine: t190 · r5 · c15 · span 603134–603140
14Section 08, Daniel P. McGahnDEF 14A2026-06-180001193125-26-275809Section “Director Compensation”. As printed: 0. Filing ↗
15Section 06, 2026 voteForm 8-K2026-08-050001437749-26-025921Item 5.07 · say-on-pay result. As reported: 94.13% (votes for as printed: 27,661,731). Filing ↗
16Section 06, 2025 voteForm 8-K2025-07-290001437749-25-023783Item 5.07 · say-on-pay result. As reported: 92.11% (votes for as printed: 20,894,503). Filing ↗
17Section 06, 2024 voteForm 8-K2024-08-050001193125-24-193965Item 5.07 · say-on-pay result. As reported: 94% (votes for as printed: 19,132,979). Filing ↗
18Section 01 trend, Δ column (computed)ComputedcomputedΔ = current-FY total − prior-FY total per named officer.machine: formula: Δ = FY(n) − FY(n−1)
19Section 03b vehicle mix (computed)ComputedcomputedRSU / PSU / Options grant-date fair values summed per officer from the grants table; % performance-vested = PSU ÷ (RSU+PSU+Options).machine: formula: sums + PSU ratio
20Section 09b board cost (computed)ComputedcomputedCash 415,291 + equity 219,960 + all other 0 = 635,251, summed across the director compensation table rows.machine: formula: Σ = 635,251
21PAR Technology Corp., Section 10b CEO totalDEF 14A2026-04-160000708821-26-000048CEO total compensation as printed in PAR Technology Corp.'s own proxy. As printed: 14,164,778. Filing ↗machine: t104 · r3 · c14 · span 575281–575291
22American Superconductor (subject), Section 10b CEO totalDEF 14A2026-06-180001193125-26-275809CEO total compensation as printed in American Superconductor's own proxy. As printed: 7,529,025. Filing ↗machine: span 394587–394596
23Shoals Technologies Group, Section 10b CEO totalDEF 14A2026-03-200001831651-26-000041CEO total compensation as printed in Shoals Technologies Group's own proxy. As printed: 5,961,218. Filing ↗machine: span 828604–828613
24Powell Industries, Inc., Section 10b CEO totalDEF 14A2026-01-060001140361-26-000342CEO total compensation as printed in Powell Industries, Inc.'s own proxy. As printed: 3,600,369. Filing ↗machine: r2 · c27 · span 542584–542594
25Allient, Inc., Section 10b CEO totalDEF 14A2026-03-260001140361-26-011362CEO total compensation as printed in Allient, Inc.'s own proxy. As printed: 3,530,820. Filing ↗machine: r13 · c19 · span 507123–507133
26Bloom Energy Corporation, Section 10b CEO totalDEF 14A2026-04-080001628280-26-024237CEO total compensation as printed in Bloom Energy Corporation's own proxy. As printed: 3,502,747. Filing ↗machine: t217 · r2 · c17 · span 1617061–1617070
27Ouster, Inc., Section 10b CEO totalDEF 14A2026-04-280001140361-26-017433CEO total compensation as printed in Ouster, Inc.'s own proxy. As printed: 3,363,100. Filing ↗machine: r2 · c21 · span 449053–449062
28Preformed Line Products Company, Section 10b CEO totalDEF 14A2026-03-200000080035-26-000011CEO total compensation as printed in Preformed Line Products Company's own proxy. As printed: 3,287,390. Filing ↗machine: r8 · c11 · span 750280–750289
29Energy Recovery Inc., Section 10b CEO totalDEF 14A2026-04-210001421517-26-000033CEO total compensation as printed in Energy Recovery Inc.'s own proxy. As printed: 3,222,147. Filing ↗machine: t138 · r4 · c14 · span 2344778–2344787
30FuelCell Energy Inc., Section 10b CEO totalDEF 14A2026-02-180001104659-26-017145CEO total compensation as printed in FuelCell Energy Inc.'s own proxy. As printed: 2,752,725. Filing ↗machine: t157 · r5 · c12 · span 1135829–1135838
31Plug Power Inc., Section 10b CEO totalDEF 14A2026-04-300001104659-26-052851CEO total compensation as printed in Plug Power Inc.'s own proxy. As printed: 2,618,833. Filing ↗machine: t29 · r2 · c47 · span 555333–555342
32Thermon Group Holdings, Inc., Section 10b CEO totalDEF 14A2025-06-180001489096-25-000097CEO total compensation as printed in Thermon Group Holdings, Inc.'s own proxy. As printed: 2,579,122. Filing ↗machine: span 730045–730054
33Powerfleet, Inc., Section 10b CEO totalDEF 14A2026-07-290001493152-26-035236CEO total compensation as printed in Powerfleet, Inc.'s own proxy. As printed: 2,134,829. Filing ↗machine: r1 · c26 · span 373462–373471
34Section 10a, Thermon Group Holdings, Inc. reciprocityDEF 14A0001489096-25-000097Thermon Group Holdings, Inc.'s most recent proxy was read; its disclosed peer group does not include American Superconductor. Filing ↗
35Section 10a, Energy Recovery Inc. reciprocityDEF 14A0001421517-26-000033Energy Recovery Inc. names American Superconductor in its own disclosed peer group (read from its most recent proxy). Filing ↗
36Section 10a, Allient, Inc. reciprocityDEF 14A0001140361-26-011362Allient, Inc.'s most recent proxy was read; its disclosed peer group does not include American Superconductor. Filing ↗
37Section 10a, PAR Technology Corp. reciprocityDEF 14A0000708821-26-000048PAR Technology Corp.'s most recent proxy was read; its disclosed peer group does not include American Superconductor. Filing ↗
38Section 10a, Powerfleet, Inc. reciprocityDEF 14A0001493152-26-035236Powerfleet, Inc.'s most recent proxy was read; its disclosed peer group does not include American Superconductor. Filing ↗
39Section 10a, Bloom Energy Corporation reciprocityDEF 14A0001628280-26-024237Bloom Energy Corporation's most recent proxy was read; its disclosed peer group does not include American Superconductor. Filing ↗
40Section 10a, Shoals Technologies Group reciprocityDEF 14A0001831651-26-000041Shoals Technologies Group names American Superconductor in its own disclosed peer group (read from its most recent proxy). Filing ↗
41Section 10a, Powell Industries, Inc. reciprocityDEF 14A0001140361-26-000342Powell Industries, Inc.'s most recent proxy was read; its disclosed peer group does not include American Superconductor. Filing ↗
42Section 10a, Plug Power Inc. reciprocityDEF 14A0001104659-26-052851Plug Power Inc.'s most recent proxy was read; its disclosed peer group does not include American Superconductor. Filing ↗
43Section 10a, FuelCell Energy Inc. reciprocityDEF 14A0001104659-26-017145FuelCell Energy Inc. names American Superconductor in its own disclosed peer group (read from its most recent proxy). Filing ↗