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Michael Ranger

Lead Independent Director at ED
Board

About Michael W. Ranger

Independent Lead Director at Consolidated Edison, Inc. (ED) since 2008 (age 67). Senior Managing Director at Diamond Castle Holdings LLC (private equity) since 2004; former President & CEO of Covanta Holding Corporation (2020–Nov 2021). Two decades of energy and power investment banking experience (Credit Suisse First Boston, Donaldson, Lufkin & Jenrette, DLJ Global Energy Partners, Drexel Burnham Lambert; member of Bankers Trust’s Utility Banking Group). Independent under NYSE standards and designated Lead Director since January 2018, with governance responsibilities spanning committee oversight, succession planning, and stockholder liaison roles .

Past Roles

OrganizationRoleTenureCommittees/Impact
Diamond Castle Holdings LLCSenior Managing Director2004–presentPrivate equity leadership; energy/power investing expertise
Covanta Holding CorporationPresident & CEO2020–Nov 2021Led energy-from-waste company; sector operating experience
Credit Suisse First Boston; DLJ; DLJ Global Energy Partners; Drexel Burnham LambertInvestment banker (energy/power)20 years (not individually dated)Energy/power capital markets expertise
Bankers Trust (Utility Banking Group)BankerNot disclosedUtility finance exposure

External Roles

OrganizationRoleTenureNotes
Con Edison of New YorkTrusteeCurrentED subsidiary board role
Atlantic Health SystemTrusteeCurrentNon-profit healthcare governance
St. Lawrence UniversityChairman, Board of TrusteesUntil Feb 2023Higher ed governance leadership
KDC Solar LLCDirectorThrough 2019Solar development; ended 2019
Covanta Holding CorporationDirectorUntil Nov 2021Ended with role transition
Other U.S.-Listed Public Company BoardsCurrentNone (per ED proxy summary)

Board Governance

  • Independence: Affirmed independent under NYSE standards; serves as Lead Independent Director and chairs the Corporate Governance & Nominating (CGN) Committee .
  • Committee memberships and chair roles:
    • Corporate Governance & Nominating (Chair & Lead Director)
    • Audit
    • Executive
    • Finance
    • Management Development & Compensation (MD&C)
  • Meeting intensity (2024):
    • Board: 11 meetings; each director >75% attendance; all directors attended the 2024 annual meeting; independent directors held 8 executive sessions chaired by the Lead Director .
    • Audit: 6 meetings
    • CGN: 4 meetings
    • Executive: 0 meetings
    • Finance: 8 meetings
    • MD&C: 6 meetings (Mercer attended 3)
  • Lead Director duties: Chairs independent executive sessions; coordinates agendas and information flow; stockholder consultation; governance risk oversight and succession planning .

Fixed Compensation

ComponentAmount ($)Notes
Fees Earned or Paid in Cash (FY2024)191,250Actual cash received
Annual Retainer (policy, effective 4/1/2024)125,000Board cash retainer
Lead Director Retainer (policy)35,000Additional cash retainer for Lead Director
CGN Committee Chair Retainer (policy)20,000Chair premium (CGN)
Audit Committee Member Retainer (policy)15,000Additional for Audit members (excluding chair)
Acting Committee Chair Fee (per meeting, policy)200When acting in Chair’s absence

Mercer’s 2024 review led to increases effective April 1, 2024: board cash retainer to $125k, equity DSUs to $170k, and certain chair retainers to $20k (Audit chair $30k), aligning to market median .

Performance Compensation

ComponentGrant DetailsAccounting Value ($)Vesting/SettlementDividend Equivalents
Annual Deferred Stock Units (DSUs)1,761 units on May 21, 2024 at $96.51/unit170,000Vested upon grant; settlement deferred to separation or ≥5 years; optional deferral of cash retainers into DSUs Paid as DSUs or cash at director’s election; fully vested; for Ranger, dividend equivalents accrued in 2024 tied to DSUs in lieu of cash retainer totaled $154,825

Performance metrics tied to director compensation: None disclosed; director equity is time-based DSUs (no TSR/operational metrics for directors) .

Director Compensation (FY2024 Actuals)

NameFees Earned or Paid in Cash ($)Stock Awards ($)All Other Compensation ($)Total ($)
Michael W. Ranger191,250 170,000 154,825 516,075

Footnotes: “All Other Compensation” includes matching gifts (up to $5,000) and dividend equivalents on DSUs elected in lieu of cash retainer; Ranger’s $154,825 reflects dividend equivalents accrued on deferred stock units received in lieu of cash retainer .

Other Directorships & Interlocks

Company/OrganizationSectorRelationship to EDPotential Conflict
Covanta Holding Corporation (former)Energy-from-wasteNo disclosed current tiesNone disclosed; tenure ended Nov 2021
KDC Solar LLC (former)Solar developmentNo disclosed current tiesNone disclosed; tenure ended 2019
Atlantic Health System (trustee)HealthcareUnrelatedNone disclosed
St. Lawrence University (former chair)EducationUnrelatedNone disclosed
Other U.S.-listed boards (current)None (proxy lists “—”)

Related-person transactions policy: CGN Committee oversees; categorical immaterial relationships defined; approvals and pre-approvals detailed. 2024 disclosures list specific relationships involving relatives of certain executives (no identification of Ranger), reviewed and approved per policy .

Expertise & Qualifications

  • Energy/utility/power sector investing and banking; strategic finance and risk oversight experience .
  • Lead Director governance experience (chairing CGN; stockholder engagement; succession planning) .
  • Audit committee experience and financial oversight background .
  • Strategic planning and finance committee participation supporting capital allocation and dividend policy oversight .

Equity Ownership

MetricAmountNotes
Shares Beneficially Owned (#)92,208 Represents vested stock units; may obtain investment/voting power within 60 days following separation
Other Equity-Based Holdings (#)No additional units classified as not available within 60 days
Total Holdings (#)92,208 Less than 1% of outstanding shares
Director Stock Ownership Guidelines5x annual retainer within 5 years; all directors exceed or are progressing within grace period as of 12/31/2024
Hedging/PledgingProhibited for directors and employees

Shareholder Voting Signal (2025 Annual Meeting)

DirectorForAgainstAbstentions
Michael W. Ranger220,323,114 20,139,066 626,362

Advisory vote on NEO compensation at the same meeting: 222,281,526 For; 17,281,530 Against; 1,525,486 Abstentions; 51,610,187 broker non-votes . Prior say‑on‑pay approval: 93.19% support in 2024 .

Governance Assessment

  • Strengths: Long-tenured independent Lead Director with deep sector finance expertise; chairs CGN and serves on Audit/Finance/MD&C; robust attendance and executive sessions; strong stockholder support in 2025 vote; alignment via DSUs and stock ownership guidelines; no hedging/pledging; clear related-person transaction controls .
  • Pay structure: Director compensation balanced between fixed cash (including Lead Director and chair retainers) and time-based DSUs; 2024 adjustments moved pay to market median while maintaining governance-friendly features (no options; deferred settlement; dividend equivalents) .
  • Potential risks/RED FLAGS to monitor: Tenure length (since 2008) warrants ongoing refresh considerations; private equity affiliation could present perceived conflicts if ED engages with portfolio companies—no related transactions disclosed, but continued oversight via CGN policy is advisable . No specific attendance or related-party issues flagged for Ranger in 2024 disclosures .

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Best AI for Equity Research

Performance on expert-authored financial analysis tasks

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GPT 546.9%
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