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Sean Dineen

Vice President — Strategy and Business Development at Ecovyst
Executive

About Sean Dineen

Sean Dineen, age 55, serves as Vice President — Strategy and Business Development at Ecovyst, a role he assumed in March 2023 after leading corporate development and M&A at Quaker Houghton from 2011 to 2022; earlier roles included investment banking and finance positions at Banc of America Securities, Morgan Stanley Dean Witter, and Price Waterhouse (1992–2008) . Company performance context during his Ecovyst tenure: 2024 sales increased to $704.5 million from $691.1 million in 2023, while Adjusted EBITDA declined to $238.2 million from $259.9 million; cumulative TSR proxy (value of $100) moved from $80 (2023) to $63 (2024) .

Note: Dineen is not listed as a Named Executive Officer (NEO) in the 2025 proxy; individual compensation and share ownership details were not disclosed for him. Company-wide plan designs and policies below apply to executive officers generally unless otherwise noted .

Past Roles

OrganizationRoleYearsStrategic impact
Quaker HoughtonVP — Corporate Development; Head of M&ASep 2011 – Dec 2022Led inorganic growth/M&A for a global specialty chemicals company .
Banc of America SecuritiesInvestment banking/finance roles1992 – 2008Capital markets and advisory experience relevant to portfolio shaping .
Morgan Stanley Dean WitterInvestment banking/finance roles1992 – 2008Transaction execution and strategic advisory exposure .
Price WaterhouseFinance/other roles1992 – 2008Foundational finance and analytical experience .

Fixed Compensation

  • Not disclosed for Dineen (not an NEO in 2024). The company’s NEO base salaries and target incentives are disclosed for context; however, these do not include Dineen .

Performance Compensation

  • Annual cash incentive (EIP) design for executive officers (measurement level informed by role scope): metrics include Ecovyst Adjusted EBITDA, Adjusted Free Cash Flow, and HSE Perfect Days; segment leaders also carry segment metrics and segment HSE . Payouts are linear 50%–200% of target; corporate factor for 2024 was 82.1% of target .
  • Long-term incentives: for non-CEO executives, 60% PSUs (3-year performance on relative TSR vs S&P 1500 Specialty Chemicals and cumulative Adjusted EBITDA; 0%–200% payout) and 40% time-based RSUs vesting ratably over 3 years .

2024 EIP – Corporate Factor (company-level metrics)

MetricWeightThresholdTargetMaximumActualActual (% of Target)Weighted Payout (% of Target)
Ecovyst Adjusted EBITDA65%$212M$265M$318M$236.3M72.9%47.3%
Ecovyst Adjusted Free Cash Flow25%$76M$95M$114M$85.5M75%18.8%
Ecovyst HSE Perfect Days10%326336346342160%16.0%
Corporate Performance Factor82.1%

LTI Design and Vesting (executive officers)

InstrumentWeight (non-CEO)Metric(s)Performance periodVesting
PSUs60%Relative TSR (25th/50th/75th percentile = 50%/100%/200% payout) and cumulative Adjusted EBITDA3 years (2024–2026)Cliff at end of period; linear interpolation .
RSUs40%Service-based3 yearsRatable annual vesting over 3 years .

PSU Outcome Example (completed 2022 grant cohort; company-wide)

MetricWeightThreshold (50%)Target (100%)Maximum (200%)ActualPayout
Absolute TSR (Dec 31, 2024)100%$12.30$14.85$30.21$7.640%

Equity Ownership & Alignment

  • Stock ownership guidelines apply to executive officers, expressed as a multiple of base salary; executives have five years to comply; until compliant, 50% of after-tax shares from vesting/exercise must be held; progress is measured based on shares with beneficial interest .
  • Hedging/pledging: The company forbids short sales, hedging, or pledging of company securities and maintains an insider trading policy applicable to officers .
  • Clawback: Compensation recoupment policies comply with SEC and NYSE requirements; the Compensation Committee may apply clawbacks and oversees ownership guideline compliance .

Individual beneficial ownership, vested/unvested breakdown, pledged shares, and guideline compliance are not disclosed for Dineen in the proxy .

Employment Terms

  • Severance agreements exist for specific NEOs (CEO, CFO, CAO/GC); certain other executives are covered by an Ecovyst severance plan; the proxy discloses illustrative severance values for NEOs under various termination scenarios (not including Dineen) .
  • Equity on change-in-control/termination (2023–2025 grants): time-vested awards generally do not accelerate prior to vest date; 2023–2025 PSUs may be deemed earned/vest upon a change of control based on performance through the transaction; upon death, pro-rata PSUs vest at target; upon disability/retirement/without cause/for good reason, pro-rata PSUs remain outstanding and are earned based on actual performance .
  • Governance guardrails: no automatic vesting of equity solely on termination after change in control; no excise tax gross-ups; clawback and anti-hedging/pledging policies in place .

Performance & Company Context (during Dineen’s tenure)

Metric20232024
Sales ($USD Millions)691.1 704.5
Net Income ($USD Thousands)71,200 (6,700)
Adjusted EBITDA ($USD Thousands)259,900 238,200
TSR – Value of $100 investment$80 $63
  • Strategic backdrop: Ecovyst launched a strategic review of the Advanced Materials & Catalysts (AM&C) segment in 2024 and announced a definitive agreement to sell AM&C to Technip Energies on Sep 11, 2025 (expected close in Q1 2026), heightening the importance of strategy/M&A leadership roles like Dineen’s .

Compensation Committee, Peer Group, and Say‑on‑Pay (context for incentives)

  • Independent advisor: WealthPoint advised through May 2024; Willis Towers Watson engaged thereafter; independence affirmed annually per NYSE standards .
  • Compensation peer group used to inform 2024 decisions includes specialty/industrial chemicals peers (e.g., Innospec, Quaker Chemical, Sensient, Orion, CSW Industrials, Hawkins, LSB Industries, WD‑40, etc.) .
  • Say‑on‑pay: >94% shareholder approval at the 2024 AGM, indicating broad investor support for the compensation program design .

Investment Implications

  • Alignment and incentives: Executive pay design emphasizes Adjusted EBITDA, Adjusted Free Cash Flow, and safety (HSE), with 60% of non‑CEO LTI in PSUs tied to multi‑year financial and relative TSR performance; 2022 PSU forfeiture at 0% underscores pay-for-performance rigor .
  • Selling/pledging pressure: Three‑year ratable RSU vesting can create periodic vest-related liquidity events, but company policies require 50% post‑tax share retention until guidelines are met and forbid hedging/pledging, mitigating forced selling and collateral risk signals .
  • Retention/transaction dynamics: With AM&C divestiture pending in 2026, strategy/M&A leadership is central to execution; no Dineen‑specific retention or severance economics are disclosed, reducing near‑term “special award” overhang but limiting visibility into individual retention risk .
  • Governance quality: Strong compensation governance (high say‑on‑pay approval, independent advisor, clawback, anti‑hedge/pledge) supports investor confidence in incentive integrity and reduces governance red flags .