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Tracy McKibben

Director at ECL
Board

About Tracy B. McKibben

Independent director at Ecolab Inc. (ECL), age 55, serving since 2015. Founder and CEO of MAC Energy Advisors LLC; prior leadership roles at Citigroup Global Markets, the National Security Council at the White House, and the U.S. Department of Commerce. Education includes BA (Political Science, West Virginia State University), JD (Harvard Law School), and Doctorate of Humane Letters (West Virginia State University) .

Past Roles

OrganizationRoleTenureCommittees/Impact
MAC Energy Advisors LLCFounder & CEO2010–present Advises on strategic investments/M&A and energy policy; focus on renewable/clean tech, water, sustainability
Citigroup Global MarketsManaging Director & Head of Environmental Banking Strategy2007–2009 Environmental finance strategy leadership
National Security Council (White House)Director of European Economic Affairs & EU Relations; Acting Senior Director for European Affairs2003–2007 Advised President/Cabinet on international economic/security matters
U.S. Department of CommerceSenior advisory roles2001–2003 International/commercial policy advisory work

External Roles

CompanyRoleTenureNotes
Huntington Ingalls Industries, Inc.Director2018–present Current public board
Fast Radius, Inc. (formerly ECP Environmental Growth Opportunities Corp.)Director2021–2022 Prior public company board

Board Governance

ItemDetail
IndependenceIndependent director per NYSE standards
Years on ECL boardDirector since 2015 (10 years as of 2025)
Current ECL committeesCompensation & Human Capital Management; Governance
2024 committee meeting countsCompensation & HCM: 5; Governance: 5
Attendance100% of Board and committee meetings in 2024
Executive sessionsIndependent directors meet privately at every Board and committee meeting
Director stock ownership guidelineMinimum 5× annual retainer; all directors compliant or retaining net shares until met
Hedging/pledgingProhibited by policy

Fixed Compensation (Director Pay – 2024)

ComponentAmount ($)
Fees earned or paid in cash128,379
Stock awards (deferred stock units)135,000
Option awards (grant date fair value)60,000
Total323,379
  • Additional supplemental retainers: Audit Chair $25,000; Compensation/Governance/Finance/SH&E Chairs $20,000; Audit Committee member $10,000; Lead Director $40,000 (not applicable to McKibben) .
  • Equity award terms: Director stock options granted after the annual meeting, 10-year term, vest 25% at the end of each three-month period post-grant; stock units credited quarterly to a deferred account and paid after Board service ends .

Performance Compensation

  • No performance metrics are tied to director compensation; the program consists of cash retainers, deferred stock units, and stock options (no PSUs for directors disclosed) .

Other Directorships & Interlocks

  • Compensation & HCM Committee interlocks/insider participation: None; committee comprised solely of independent directors, including McKibben .
  • Related party transactions: Governance Committee determined there were no related person transactions since the beginning of 2004 and none anticipated .

Expertise & Qualifications

  • Global business operations; Science/innovation; Accounting/financial expertise; Water/energy; M&A, aligned with Ecolab’s strategic focus on sustainability and industrial operations .

Equity Ownership

MetricValue
Beneficial ownership (shares)23,433
Options exercisable within 60 days13,699
Aggregate director stock options held16,299
Deferred stock units (DSUs)7,363
Ownership as % of shares outstanding<1%
Pledging/hedgingProhibited
Ownership guideline complianceDirectors are compliant or retaining net shares until achieved

Governance Assessment

  • Positive signals:

    • Independent, non-employee director with 100% attendance and service on two key committees (Compensation & Governance), indicating strong engagement and oversight .
    • Deep energy/water/sustainability expertise directly relevant to Ecolab’s SH&E oversight and strategic initiatives, enhancing board effectiveness .
    • Strong alignment: DSUs, options, and a 5× retainer ownership guideline, with no hedging/pledging permitted; compliance affirmed for directors .
    • No related-party transactions and no compensation committee interlocks, reducing conflict risk .
  • Watch items:

    • Multiple external commitments (CEO of MAC Energy Advisors and director at HII) warrant ongoing monitoring of time allocation, though 2024 attendance was 100% .
    • Option component in director pay (standardized at $60,000 grant-date value) can marginally increase sensitivity to short-term stock price, balanced by long terms and quarterly vesting .

Overall, McKibben’s domain expertise and committee roles support governance quality and investor confidence, with low conflict risk under current disclosures .

Best AI for Equity Research

Performance on expert-authored financial analysis tasks

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Claude Sonnet 4.555.3%
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GPT 546.9%
Grok 440.3%
Qwen 3 Max32.7%

Best AI for Equity Research

Performance on expert-authored financial analysis tasks

Fintool-v490%
Claude Sonnet 4.555.3%
o348.3%
GPT 546.9%
Grok 440.3%
Qwen 3 Max32.7%