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Timothy Batten

Executive Vice President at TWIN DISC
Executive

About Timothy Batten

Executive Vice President at Twin Disc (TWIN); previously Vice President of Marine and Propulsion in FY2024. He is the brother of CEO John H. Batten and is treated as a related person under SEC rules; his FY2025 and FY2024 total compensation was approximately $518,000 and $503,000, respectively, including fair value of equity awards under the 2021 LTI plan . Company performance metrics relevant to incentive vesting include a 166.2% vest outcome for the FY2023–FY2025 ROIC and cumulative EBITDA goals , and a 148.7% vest outcome for the FY2022–FY2024 ROIC, cumulative sales revenue and cumulative EPS goals . Twin Disc’s Pay vs Performance table shows TSR based on a $100 initial investment and net income for FY2023–FY2025 (TSR: $126.09, $133.26, $100.67; Net Income: $10,380k, $10,988k, $(1,894)k) .

Past Roles

OrganizationRoleYearsStrategic Impact
Twin Disc, IncorporatedVice President of Marine and PropulsionFY2024Senior leadership over marine/propulsion segment; participates in 2021 LTI plan .
Twin Disc, IncorporatedExecutive Vice PresidentFY2025–presentCorporate executive leadership; compensation aligned with peers of similar experience; participates in 2021 LTI plan .

External Roles

  • Not disclosed in proxy or 10-K files reviewed .

Fixed Compensation

MetricFY2024FY2025
Total Compensation (approximate, includes equity grant fair value)$503,000 $518,000

Notes:

  • Base salary, target bonus %, and actual cash bonus paid for Timothy are not itemized in the proxy; only aggregate total compensation is disclosed as a related-person entry .
  • Twin Disc’s CEO and CFO had FY2025 target bonus percentages of 85% and 55% of base salary tied to CIP metrics; this illustrates program design but is not specific to Timothy .

Performance Compensation

Twin Disc uses a Corporate Incentive Plan (CIP) annually and a three-year LTI framework. While Timothy’s specific grant counts are not disclosed, his compensation includes equity awards under the 2021 LTI plan .

Annual CIP Design and FY2024–FY2025 Results (Program context)

MetricWeightFY2024 TargetFY2024 ActualFY2024 Payout ContextFY2025 TargetFY2025 ActualFY2025 Payout Context
Net Sales20%$293,000,000 $295,127,000 Over target; contributed to payouts (CEO/CFO examples: 115.9%/118.4% of target) $336,000,000 $340,738,000 Over target; CIP paid 81.9%/84.9% for NEOs due to other metrics
EBITDA % of Net Sales40%10.0% 10.33% Above target 10.0% 9.28% Below target
Inventory % of Net Sales20%41% 40.6% Better than target (lower = better) 37.8% 41.0% Worse than target
Strategic Objectives (Corporate/Individual)20%Growth/European consolidation/Individual Growth 100%, EU consolidation 50% Mixed; overall strong Growth/Individual Corporate Growth 100% Strong on corporate objective

LTI Performance Awards and Vesting Outcomes

  • FY2022–FY2024 Performance Period (weights: ROIC 40%, Cumulative Sales Revenue 30%, Cumulative EPS 30%)

    MetricWeightTargetActualPayout Contribution
    Average ROIC40%4.0% 6.81% 146.8% of goal (weighted 40%)
    Cumulative Sales Revenue30%$738,000,000 $815,000,000 150.0% of goal (weighted 30%)
    Cumulative EPS30%$1.00 $2.42 150.0% of goal (weighted 30%)
    Total Vesting148.7% of target
  • FY2023–FY2025 Performance Period (weights: ROIC 50%, Cumulative EBITDA 50%)

    MetricWeightThresholdTargetMaximumActualPayout Contribution
    Average ROIC50%3.0% 4.0% 6.0% 6.40% 200.0% of goal (weighted 50%)
    Cumulative EBITDA50%$45,000,000 $70,000,000 $120,000,000 $86,170,000 132.3% of goal (weighted 50%)
    Total Vesting166.2% of target

Program mechanics: LTI grants typically have three-year vesting; award types include performance stock and RSUs; minimum vest period one year; vesting criteria are defined by ROIC and cumulative EBITDA (FY2026 cycle continues same 50/50 structure) .

Equity Ownership & Alignment

  • Hedging and pledging prohibited for executives and directors; designated insiders require pre-clearance and trade only in windows .
  • Stock ownership guidelines apply to CEO (5x base salary) and CFO (2x base salary) with four years to comply; guidelines for other executives are not specified in the proxy .
  • Beneficial ownership for Timothy is not tabulated in the executive/board ownership tables (which list CEO/CFO and directors), and shares owned/vested vs unvested for Timothy are not disclosed in the filings reviewed .

Employment Terms

  • Change-in-control: Twin Disc has severance agreements for executive officers (updated August 2022) with double-trigger vesting; multiples disclosed for CEO (2.5x salary+bonus) and CFO (2.0x), avoidance of 280G excise tax gross-ups; equity awards vest at maximum or target levels depending on plan history upon qualifying termination post-CIC; restricted stock/RSUs accelerate .
  • Clawbacks: Formal clawback policy for restatements and willful misconduct leading to material harm; incentive disgorgement mandated/permitted accordingly .
  • Insider Trading: Strict policy governing trading windows, pre-clearance, and prohibitions .

Investment Implications

  • Pay-for-performance alignment: LTI outcomes vested well above target (148.7% in FY2024; 166.2% in FY2025), signaling strong execution on ROIC and EBITDA/sales/EPS multi-year targets; this supports retention and motivates performance, including for senior executives like Timothy who participate under the same LTI framework .
  • Selling pressure: Prohibitions on hedging/pledging reduce forced-selling risk; RSU/performance stock typically vest on three-year schedules, which can create periodic supply when awards settle—FY2026 and FY2027 are notable corporate vest years, though Timothy’s specific grant sizes/dates are not disclosed .
  • Governance and severance economics: Double-trigger equity acceleration and market-referenced severance design without excise tax gross-ups suggests shareholder-friendly guardrails; Timothy likely benefits from the executive officer framework, but his exact multiples are not disclosed .
  • Related-party oversight: As the CEO’s brother, Timothy’s compensation is monitored via annual related-person questionnaires; the proxy notes his pay is consistent with peers of similar experience and position, which mitigates nepotism risk concerns for investors .
  • Performance context: Corporate TSR moderated in FY2025 alongside negative net income, yet multi-year LTI metrics still achieved high vesting outcomes, indicating operational improvements in ROIC and EBITDA despite headline profit volatility—investors should weigh the sustainability of these drivers for future cycles .