Velarion · Company Intelligence
Compensation Brief
Fiscal year 2025 · Filings through 2026-02-11

Penguin Solutions (SGH)

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.

$11,711,497
Mark Adams total, FY2025
CEO pay percentile vs peers
262:1
CEO-to-median pay ratio
97.08%
Say-on-pay support, latest vote
Companies that benchmark against SGH
No companies currently name SGH as a compensation peer in their most recent disclosure.

This is the complete answer, not a partial one — the list is never padded.

01

Summary Compensation Table — fiscal year 2025

Named executive officerSalaryBonusStock awardsOption awardsNon-equity incentivePension / NQDCAll otherTotal
Mark Adams$890,000$0$9,681,046$0$1,099,777$0$40,674$11,711,497
President and Chief Executive Officer
Tony Frey8,17350,0003,274,83300003,333,006
Senior Vice President and Chief Revenue Officer
Nate Olmstead500,00001,387,2350395,425021,1462,303,806
Senior Vice President and Chief Financial Officer
Joseph Clark450,00001,040,3990316,765017,9441,825,108
Senior Vice President, Penguin Solutions and President, Optimized LED

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
Mark Adams$11,711,497$5,998,416+5,713,081
Tony Frey3,333,006
Nate Olmstead2,303,806
Joseph Clark1,825,108

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
Tony FreyPSU2025-08-2551,858103,716$2,005,867
Tony FreyPSU2025-08-2551,85851,268,965
Anne KuykendallPSU2024-09-3015,15030,30060,6001,029,897
Joseph ClarkPSU2024-09-3018,9374396,730
Pete MancaPSU2024-09-3012,62525,25050,500858,248
Pete MancaPSU2024-09-304625,250528,988
03b

Vehicle mix — grant-date fair value by award type

Named executive officerTime-vested (RSU)Performance-vested (PSU)Options / SARs% performance-vested
Tony Frey$0$3,274,832$0100.0%
Anne Kuykendall01,029,8970100.0%
Joseph Clark0396,7300100.0%
Pete Manca01,387,2360100.0%

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

06

Say-on-pay — recent advisory votes

Meeting yearMeeting dateForAgainstAbstainSupportOutcome
20262026-02-0643,633,7581,312,81183,59897.08%Passed
20232023-02-1039,335,282601,308114,21998.49%Passed
20222022-02-1110,933,5368,250,46742,69656.99%Passed
20212021-02-1216,792,5684,759,0968,31577.92%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
20262026-02-0697.08%a
20232023-02-1098.49%b
20222022-02-1156.99%c

a. Approved under the standard stated in the filing — “Votes that are "WITHHELD" will have the same effect as an abstention and will not count as a vote "FOR" or "AGAINST" a director, because directors are elected by plurality voting.”.

b. Approved under the standard stated in the filing — “What is the effect of abstentions and broker non-votes? Abstentions : Under the laws of the Cayman Islands (under which SGH is incorporated), abstentions are counted as shares present and entitled to vote at the Annual General Meeting but are not counted as votes cast.”.

c. Approved under the standard stated in the filing — “however, because broker non-votes will constitute an abstention, they will have no effect 5 TABLE OF CONTENTS on the outcome of the votes on Proposal No.”.

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)262 : 1
CEO total compensation$11,711,497
Median employee compensation$44,715
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
1Penguin Solutions2025Mark Adams$890,000$9,681,046$0$1,099,777$11,711,497

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.

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, Mark AdamsDEF 14A2025-12-190001616533-25-000073Section “2025 Summary Compensation Table”. As printed: 11,711,497. Filing ↗machine: span 740166–740176
2Section 01, Tony FreyDEF 14A2025-12-190001616533-25-000073Section “Summary Compensation Table”. As printed: 3,333,006. Filing ↗machine: span 757994–758003
3Section 01, Nate OlmsteadDEF 14A2025-12-190001616533-25-000073Section “Summary Compensation Table”. As printed: 2,303,806. Filing ↗machine: span 750587–750596
4Section 01, Joseph ClarkDEF 14A2025-12-190001616533-25-000073Section “Summary Compensation Table”. As printed: 1,825,108. Filing ↗machine: span 769717–769726
5Section 03, Tony Frey PSUDEF 14A2025-12-190001616533-25-000073Section “2025 Grants of Plan-Based Awards Table” · grants of plan-based awards table. Filing ↗machine: t40 · r9 · c19 · span 824640–824649
6Section 03, Tony Frey PSUDEF 14A2025-12-190001616533-25-000073Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t40 · r10 · c19 · span 828457–828466
7Section 03, Anne Kuykendall PSUDEF 14A2025-12-190001616533-25-000073Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t40 · r12 · c19 · span 834558–834567
8Section 03, Joseph Clark PSUDEF 14A2025-12-190001616533-25-000073Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t40 · r16 · c19 · span 848749–848756
9Section 03, Pete Manca PSUDEF 14A2025-12-190001616533-25-000073Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t40 · r18 · c19 · span 855151–855158
10Section 03, Pete Manca PSUDEF 14A2025-12-190001616533-25-000073Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t40 · r19 · c19 · span 859312–859319
11Section 07, pay ratioDEF 14A2025-12-190001616533-25-000073Section “CEO Pay Ratio”. As printed: 262 : 1. Filing ↗
12Section 06, 2026 voteForm 8-K2026-02-110001616533-26-000013Item 5.07 · say-on-pay result. As reported: 97.08% (votes for as printed: 43,633,758). Filing ↗
13Section 06, 2023 voteForm 8-K2023-02-130001193125-23-035771Item 5.07 · say-on-pay result. As reported: 98.49% (votes for as printed: 39,335,282). Filing ↗
14Section 06, 2022 voteForm 8-K2022-02-140001193125-22-041641Item 5.07 · say-on-pay result. As reported: 56.99%. Filing ↗
15Section 01 trend, Δ column (computed)ComputedcomputedΔ = current-FY total − prior-FY total per named officer.machine: formula: Δ = FY(n) − FY(n−1)
16Section 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
17Penguin Solutions (subject), Section 10b CEO totalDEF 14A2025-12-190001616533-25-000073CEO total compensation as printed in Penguin Solutions's own proxy. As printed: 11,711,497. Filing ↗machine: span 740166–740176