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Greg McIntosh

Executive Vice President and General Manager, Global Records and Information Management at IRON MOUNTAIN
Executive

About Greg McIntosh

Greg McIntosh (age 52) is Executive Vice President, Chief Commercial Officer and General Manager of Global Records & Information Management (RIM) at Iron Mountain. He has held the RIM GM role since October 2021, after serving as EVP & Chief Commercial Officer from December 2019; he joined Iron Mountain in May 2014 and previously led Innovation & Product Management, Consumer Storage, Strategic Accounts, and the Canadian RIM business. McIntosh holds a BMath and MAcc from the University of Waterloo and is a CPA (Ontario). Company performance during his senior tenure includes 2024 revenue of $6.15B (+12% reported) and Adjusted EBITDA of $2.24B (+14%), with Global RIM revenue up 7%, and a five‑year cumulative TSR of 329% through 12/31/2024, underscoring execution against Project Matterhorn growth priorities .

Past Roles

OrganizationRoleYearsStrategic Impact
Iron MountainEVP, GM Global RIMOct 2021 – presentLeads the core global RIM franchise; aligns commercial engine to drive cross‑sell and retention across a 95% Fortune 1000 customer base .
Iron MountainEVP & Chief Commercial OfficerDec 2019 – Oct 2021Global responsibility for commercial functions and positioning emerging solutions to meet digital requirements .
Iron MountainSVP, Consumer Storage; SVP, Innovation & Product ManagementDec 2016 – Mar 2019Drove new product introduction, pricing strategy, customer insights; supported growth objectives .
Iron MountainSVP & GM, Canada (RIM)May 2014 – Dec 2016Led Canadian RIM operations; foundation for subsequent global commercial leadership .

External Roles

OrganizationRoleYearsStrategic Impact
Davis + Henderson (now Finastra)Financial Services Technology executivePre‑2014Senior leadership roles in fintech; deep B2B tech services background leveraged in IRM go‑to‑market .
Cyence InternationalCo‑Founder & PresidentPre‑acquisition (dates not disclosed)Scaled to 185 employees; successful exit to a large fintech provider; hands‑on growth and product strategy experience .

Fixed Compensation

Component2024Notes
Base salary rate$575,0002024 base salary for McIntosh (target level used for incentive calculations) .
Salary paid (reported)$533,0462024 Summary Compensation Table salary paid (USD) .

Perquisites in 2024 included employer retirement plan matching (Canada DPSP), de minimis President’s Club guest costs, and a small related tax gross‑up; no SERP is provided .

Performance Compensation

Short‑Term Incentive (Annual Bonus – 2024)

Program design: 70% financial (Adjusted EBITDA and Revenue; AFFO/share), 30% strategic objectives; corporate payout was adjusted to 124.9% after a negative discretion to align with broader workforce bonus outcomes. Individual multipliers for NEOs were applied based on personal performance .

MetricWeightTarget/Scale2024 ResultPayout (weighted)
Adjusted EBITDA & Revenue (enterprise)40%Max 200%; payout grid aligned to 97%/95% threshold, 100%/100% target, 107%/105% maxAdj. EBITDA $2,254M vs $2,200M; Revenue $6,180M vs $6,170M124.9% (pre‑discretion) .
AFFO per share (cc)30%Max 150%2024 payout 141.3% (cc)141.3% (pre‑discretion) .
Strategic Objectives30%Portfolio of customer, core strength, sustainability/DEI measuresAggregate payout 128.2%128.2% (pre‑discretion) .
Corporate payout (pre‑discretion)130.8% .
Corporate payout (final)124.9% (after −5.9% discretion) .
Individual multiplier (McIntosh)±25%15%15% .
ExecutiveTarget bonus (% salary)Final payout (% of target)Payout ($)
Greg McIntosh100%143.7% (124.9% corporate × 1.15 IM)$826,000 .

Long‑Term Incentives (2024 Grants)

All NEOs other than the CEO elected 100% Performance Units (PUs) via Equity Choice; earned PUs cliff‑vest three years from grant based on operational revenue performance (subject to ROIC hurdle) and relative TSR vs MSCI US REIT Index (25% weight). The design allows payout under either the Core Plan (average annual revenue over three years; max 200% for that component) or the Advanced Revenue Plan (ARP) if tougher year‑3 revenue and positive absolute TSR conditions are met (unweighted ARP range 300%–400% for operational component), with ROIC as a funding gate. Relative TSR pays 50%–200% unweighted, capped at 100% if absolute TSR is negative .

Grant detail (McIntosh)Value/Units
Grant dateMarch 1, 2024 .
2024 PU grant – target units40,108 .
2024 PU grant – maximum units140,378 (reflects up to 350% under ARP) .
2024 Stock awards (expected fair value)$3,688,733
2024 Stock awards (maximum value)$12,910,565 .
Vesting scheduleThree‑year cliff from grant; earned PUs settle in shares (i.e., March 1, 2027) .
2024 CEO/NEO LTI mixNEOs (ex‑CEO) 100% PUs; CEO 85% PUs/15% options .

Performance history: 2022 PU grants (three‑year period ended 12/31/2024) paid at a total weighted 350% (Operational ARP 300% + rTSR 50%) on strong constant‑currency revenue growth (>13% CAGR; >$2B increase to $6.536B) and 147.5% absolute TSR (99th percentile vs MSCI US REIT) .

Stock Options (Outstanding)

McIntosh did not receive options in 2024; he holds legacy options as of 12/31/2024 with the following key positions :

  • 6,744 options @ $31.46 expiring 3/09/2026 (exercisable) .
  • 6,839 options @ $37.00 expiring 2/16/2027 (exercisable) .
  • 4,009 options @ $33.72 expiring 2/15/2028 (exercisable) .
  • 13,442 options @ $35.17 expiring 3/25/2029 (exercisable) .

Insider trading plan and activity: On 3/14/2024 McIntosh adopted a Rule 10b5‑1 plan to exercise up to 3,923 options and sell up to 13,923 shares between June 13–28, 2024; 2024 realized activities included 3,923 shares acquired on option exercise and 28,373 shares vested (value realized $2.50M on vesting) .

Equity Ownership & Alignment

Item (as of 3/5/2025 unless noted)Amount
Beneficially owned shares71,768 (<1% of outstanding) .
Vested options (or within 60 days)31,034 .
Unvested RSUs (12/31/2024 snapshot)3,104 (vesting 3/1/2025) .
Unearned/unvested PUs (12/31/2024 snapshot)97,769; 109,950; 50,135 across 2022–2024 cycles .
Ownership guidelinesEVPs: 2× salary; all executives in compliance as of March 2025 .
Hedging/pledgingProhibited for executives; insider trading policy requires pre‑clearance and 10b5‑1 safeguards; all in compliance as of 4/18/2025 .

Notes: The Company’s ownership guidelines require retention of 50% of net shares until thresholds are met, reinforcing long‑term alignment .

Employment Terms

Severance and Change‑in‑Control (CIC)

McIntosh participates in Severance Program No. 1. Qualifying termination (without cause or for good reason) provides: cash equal to one year base salary plus a bonus based on target multiplied by the average payout percentage over the prior three years; Company‑paid employer share of COBRA to 12 months; outplacement for 12 months; accelerated vesting of RSUs/options scheduled to vest within 12 months; and pro‑rata vesting of PUs (33.3%/<12 months; 66.6%/12–24 months; 100%/>=24 months), payable at original vest if earned . Equity awards accelerate on a double‑trigger in connection with a “vesting change in control” (termination within 14 days prior to or 12 months post CIC) .

Estimated payments (12/31/2024 hypothetical):

  • Qualifying termination (no CIC): Cash $1,281,292; benefits $40,000; equity acceleration $21,266,229; total $22,587,520 .
  • Qualifying termination with CIC: Cash $1,281,292; benefits $40,000; equity acceleration $34,983,724; total $36,305,016 .

Other provisions:

  • Clawback policy (adopted Nov 30, 2023) requires recoupment of excess incentive‑based compensation after restatements and allows recovery in cases of fraud/intentional misconduct; applies to time‑vesting awards as well .
  • Anti‑hedging/anti‑pledging policy; 10b5‑1 plan controls; pre‑clearance required .
  • No excise tax gross‑ups on CIC benefits (shareholder‑friendly) .
  • Deferred compensation: none of the NEOs participated in the Executive Deferred Compensation Plan in 2024 .

Non‑compete/non‑solicit: receipt of severance benefits is contingent upon executing separation and confidentiality/non‑competition agreements; detailed durations are not disclosed in the proxy .

Risk Indicators & Red Flags

  • Insider selling pressure: A 10b5‑1 plan was established in March 2024 to exercise and sell a limited number of shares (up to 13,923), indicating measured liquidity management rather than discretionary timing; significant 2022 PU vest (350% payout) in March 2025 could increase supply from vesting events across the NEO group .
  • Compensation governance: Negative discretion was applied to 2024 corporate bonus outcomes; clawback policy in force; hedging/pledging prohibited; no CIC tax gross‑ups .

Compensation Structure Analysis

  • Cash vs equity mix: Heavy tilt to at‑risk equity—100% PUs for 2024 LTI (NEOs other than CEO)—increases performance linkage, especially to multi‑year revenue, ROIC, and relative TSR .
  • Shift toward performance units: Equity Choice resulted in 100% PUs among NEOs (ex‑CEO), elevating performance sensitivity versus RSUs .
  • Metrics rigor and alignment: 2024 STI emphasizes enterprise Adjusted EBITDA/Revenue and AFFO/share, with strategic objectives tied to customer cross‑sell, RIM organic volumes, ALM and Digital growth, and ESG/DEI progress .
  • Discretion applied: Compensation Committee reduced corporate STI payout from 130.8% to 124.9%, reinforcing governance alignment .
  • 2025 LTI refinements: Single continuous revenue plan replaces Core/ARP; operational component capped at 133% if absolute TSR is negative, strengthening alignment with shareholder outcomes .

Performance & Track Record

  • 2024 results: Revenue $6.15B (+12% reported/+13% cc), Adjusted EBITDA $2.24B (+14%), AFFO $1.34B; Adjusted EBITDA margin up to 36.4%; RIM segment revenue +7% and EBITDA +10%; Data Center revenue +25% (116 MW signed); ALM revenue +119% with Regency integration .
  • Shareholder returns: Five‑year cumulative TSR of 329% through 12/31/2024, far outpacing the MSCI US REIT Index (23%) .

Equity Award and Ownership Detail (12/31/2024 snapshots and 3/5/2025 ownership)

CategoryDetail
RSUs unvested3,104 (vest 3/1/2025) .
PUs unearned (by cycle)97,769; 109,950; 50,135 units outstanding across 2022–2024 awards; values at 12/31/2024 based on $105.11 close included in table .
Stock optionsExercisable blocks: 6,744 @ $31.46 (exp 3/9/2026); 6,839 @ $37.00 (exp 2/16/2027); 4,009 @ $33.72 (exp 2/15/2028); 13,442 @ $35.17 (exp 3/25/2029) .
Beneficial ownership (3/5/2025)71,768 shares; vested options 31,034; <1% ownership .
Policy alignmentEVPs must hold 2× salary; all execs in compliance as of March 2025; hedging/pledging prohibited; insider policy compliance affirmed as of April 18, 2025 .

Employment & Contracts (Key Terms)

TopicSummary
Severance (qualifying termination)1× base salary + bonus (target × 3‑yr average payout), COBRA employer share up to 12 months, 12 months outplacement, 12‑month vesting acceleration for time‑based awards, pro‑rata PUs; separation and non‑competition agreements required .
Change‑in‑ControlEquity acceleration on double‑trigger (termination in connection with vesting change in control); estimated total value under CIC with qualifying termination: $36.3M (cash $1.28M; benefits $40k; equity $34.98M) .
ClawbackRestatement‑based and misconduct triggers; covers time‑vested awards .
Hedging/PledgingProhibited; pre‑clearance and Rule 10b5‑1 standards enforced .
Deferred compNo EDCP participation in 2024 .

Investment Implications

  • Strong pay‑for‑performance alignment: Heavy reliance on multi‑year PUs tied to revenue, ROIC, and rTSR, with a governance overlay (negative discretion on STI; clawback; anti‑pledging) supports alignment and mitigates risk of windfall outcomes .
  • Retention vs supply dynamics: Large unearned/unvested equity balances (notably 2023–2025 PUs) create retention hooks; however, sizable 2022 PU payout at 350% vested in March 2025 and 10b5‑1 plan‑driven sales may create episodic selling pressure around vest dates .
  • Execution credibility: RIM growth (+7%), expanding data center pipeline (116 MW signings), ALM scale‑up (+119%), and outlier TSR (329% over five years) indicate strong operating discipline in McIntosh’s remit; continued revenue and ROIC delivery are key to 2024–2026 PU realizations and future compensation outcomes .
  • Governance positives: No CIC tax gross‑ups, anti‑hedging/pledging policy, and robust stock ownership requirements (EVP 2× salary) reduce alignment risk; all executives are in compliance .