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David M. Cote

Executive Chairman of the Board at VRT
Board

About David M. Cote

David M. Cote (age 72) is Executive Chairman of Vertiv’s Board and has served as a director since February 7, 2020. He previously led GS Acquisition Holdings Corp. (GSAH) pre-merger and was Chairman/CEO of Honeywell (2002–2017; Executive Chairman until April 23, 2018). Prior roles include Chairman/CEO of TRW Inc. and President/CEO of GE Appliances . Vertiv currently separates the Chairman and CEO roles; as Executive Chairman, Cote serves as the primary liaison between management and independent directors, sets agendas, presides over board meetings, and leads executive sessions of independent directors .

Past Roles

OrganizationRoleTenureCommittees/Impact
HoneywellChairman & CEO; Executive ChairmanJul 2002–Mar 2017; Exec Chair until Apr 23, 2018Led multi-year transformation and portfolio management
TRW Inc.Chairman, President & CEO; President & CEO; President & COOAug 2001–Feb 2002; Feb–Jul 2001; Nov 1999–Jan 2001Led operations in aerospace, information systems, automotive
General ElectricSVP, President & CEO, GE AppliancesJun 1996–Nov 1999Operating leadership in consumer/industrial segment
Federal Reserve Bank of New YorkDirectorMar 2014–Mar 2018Regional central bank oversight
GS Acquisition Holdings Corp. (GSAH)CEO/President/Secretary; ChairmanApr 2018–Feb 2020SPAC sponsor leading to Vertiv business combination

External Roles

OrganizationRoleTenureNotes
CompoSecure, Inc. (Nasdaq: CMPO)Executive ChairmanSince Sep 2024Current public-company leadership
Resolute Holdings Management Inc. (Nasdaq: RHLD)Executive ChairmanSince Feb 2025Current public-company leadership
Juniper Industrial Holdings, Inc.DirectorMar 2020–Jun 2021SPAC director until merger with Janus International

Board Governance

  • Independence: Vertiv’s Board determined eight directors are independent; list does not include Cote (Executive Chairman), indicating he is not independent .
  • Committee assignments: All three standing committees (Audit; Compensation; Nominating & Corporate Governance) are composed solely of independent directors. Cote is not listed as a member of any committee .
  • Leadership structure and engagement: As Executive Chairman, Cote liaises with management and independent directors, sets agendas/schedules, presides over meetings, and leads executive sessions of independent directors .
  • Attendance: In 2024, the Board met 4x; Audit 8x; Compensation 4x; Nominating 3x. All but one director met the 75% attendance threshold; the exception identified was Mr. Kotzubei (50%) .
  • Stock ownership and trading controls: Directors must meet stock ownership guidelines (5x annual cash retainer); the company reports all directors/executives have met or are on track within the timeframe. Hedging and pledging of Vertiv stock are prohibited by policy .

Fixed Compensation

Component (Director)2024 Amount/Terms
Cash retainer (Executive Chairman of the Board)$131,000
Director cash retainers (policy context)Chair of Audit $150,000; Comp $130,000; Nominating $115,000; Other Board Member $100,000

Notes: The Board states the Executive Chairman receives higher compensation with a primary focus on equity awards due to his active role and significant time commitment leading the Board and supporting strategy execution .

Performance Compensation

Equity Element2024 GrantTermsOutstanding/Other Details
Stock options (annual director grant)50,000 options (grant date Mar 7, 2024; exercise price $72.09) Vests ratably over 4 years; value realized only if stock rises above exercise price As of Dec 31, 2024, Cote held unexercised options (vested/unvested) for 497,826 shares

Program design: Non-employee director equity is in stock options (not RSUs), aligning value realization with shareholder returns; options have grant-date exercise price and four-year ratable vesting .

Other Directorships & Interlocks

CompanyRole(s)Potential Interlock with VRT Directors
CompoSecure (CMPO)Cote: Executive Chairman (since Sep 2024) DeAngelo: Director since Sep 2024 ; Fradin: Former Director Sep 2024–Feb 2025
Resolute Holdings (RHLD)Cote: Executive Chairman (since Feb 2025) DeAngelo: Director since Feb 2025 ; Fradin: Director; Comp Chair; Audit member since Feb 2025

Implication: Multiple Vertiv directors serve with Cote at CMPO/RHLD, creating board interlocks (information flow/relationships) though the proxy does not disclose these companies as Vertiv related parties .

Expertise & Qualifications

  • Significant industrial operating leadership and transformation experience (Honeywell CEO; TRW; GE Appliances), public company governance, and SPAC/transaction leadership (GSAH) .
  • Selected for board service due to extensive leadership and management/investment experience in the industrial sector .

Equity Ownership

Holder/InstrumentAmount/StatusNotes
Total beneficial ownership443,798 shares; <1%As of April 15, 2025
Composition detailIncludes: 62,258 shares held by spouse; 200 shares in David M. Cote 2018 Revocable Trust; 368,840 shares underlying options held by a grantor retained annuity trust (Cote trustee/annuitant); 12,500 options exercisable within 60 days by Cote. Cote disclaims beneficial ownership of spouse’s shares
Outstanding options497,826 options unexercised (vested/unvested) as of Dec 31, 2024
Ownership guidelinesDirectors: 5x cash retainer; company reports compliance or on-track across all directors
Hedging/pledgingProhibited by insider trading policy

Insider Trades (Form 4 highlights)

Filing/Trans. DateTypeSecurityQtyPricePost-Trans. OwnershipSource
2024-07-31 (txn 2024-07-30)Gift (G)Class A Common2,000,000$0.00n/ahttps://www.sec.gov/Archives/edgar/data/1674101/000095014224002069/0000950142-24-002069-index.htm
2024-03-11 (txn 2024-03-07)Award (A)Stock Options50,000$72.0950,000https://www.sec.gov/Archives/edgar/data/1674101/000162828024010253/0001628280-24-010253-index.htm
2025-03-11 (txn 2025-03-07)Award (A)Stock Options46,012$85.0446,012https://www.sec.gov/Archives/edgar/data/1674101/000162828025012000/0001628280-25-012000-index.htm
2025-03-11 (txn 2025-03-10)Gifts/Dispositions (G)Stock Options115,942$20.560https://www.sec.gov/Archives/edgar/data/1674101/000095014225000724/0000950142-25-000724-index.htm
2025-03-11 (txn 2025-03-10)Gifts/Dispositions (G)Stock Options115,942$12.050https://www.sec.gov/Archives/edgar/data/1674101/000095014225000724/0000950142-25-000724-index.htm
2025-03-11 (txn 2025-03-10)Gifts/Dispositions (G)Stock Options86,956$11.5028,986https://www.sec.gov/Archives/edgar/data/1674101/000095014225000724/0000950142-25-000724-index.htm
2025-03-11 (txn 2025-03-10)Gifts/Dispositions (G)Stock Options25,000$15.8475,000 → 50,000https://www.sec.gov/Archives/edgar/data/1674101/000095014225000724/0000950142-25-000724-index.htm

Notes: Multiple 2025 gifts involve transfers of legacy option blocks at historical exercise prices (estate planning). An additional 2025 option award was reported at $85.04 strike. All entries above are from SEC Form 4 filings (links).

Director Compensation (2024)

Metric2024
Fees Earned or Paid in Cash$131,000
Option Awards (grant-date fair value)$1,368,500
2024 Option Grant50,000 options at $72.09; 4-year ratable vesting (granted Mar 7, 2024)
Unexercised Options at 12/31/2024497,826 (vested and unvested)

Program structure: Non-employee director compensation consists of cash retainers and annual stock option grants; the Executive Chairman’s pay is more equity-heavy due to active leadership role .

Related Party Transactions and Conflicts

  • Policy and approval: Related-person transactions (> $120,000) are reviewed/approved by independent Audit Committee members per written policy .
  • Disclosures: The 2025 proxy discloses a February 29, 2024 repurchase of 7,955,215 shares from the Vertiv Stockholder (Platinum Equity affiliate) under the buyback program. No transactions involving Mr. Cote are listed in the related-party section .
  • Trading restrictions: Company policy prohibits hedging and pledging of Vertiv securities, reducing alignment risks such as pledging-related margin calls .

Say-on-Pay & Shareholder Signals (Context)

  • 2024 say-on-pay support: ~95% approval of votes cast, indicating broad shareholder support for Vertiv’s compensation program design .
  • 2024 TSR and dividends: 2024 shareholder return >136%; quarterly dividend increased to $0.0375 in Q4 (aggregate $0.11 for 2024) .

Governance Assessment

Strengths

  • Clear separation of Chair and CEO; Executive Chairman role documents strong agenda-setting and oversight responsibilities .
  • Committees are fully independent; Cote is not on Audit/Comp/Nominating, mitigating conflict risks from his non-independent status .
  • Robust guardrails: stock ownership guidelines; prohibition on hedging/pledging; executive clawback policy; double-trigger CIC; no 280G gross-ups .
  • Director equity paid in options aligns director value with shareholder value; vesting over four years promotes long-term orientation .

Watch items / potential red flags

  • Not independent: As Executive Chairman and an officer, Cote is not independent; concentration of influence requires continued vigilance by independent committees and directors .
  • Board interlocks: Concurrent service with Vertiv directors at CompoSecure and Resolute creates interlocks that could affect perceived independence/information flow, though no related-party transactions are disclosed with these entities .
  • Large equity transfers: 2,000,000-share gift in 2024 and multiple option gifts in 2025 appear estate-planning related, but investors should monitor for any future transactions that could affect float or signal changes in exposure [SEC links above].
  • Attendance: Overall board attendance was strong (only one director below 75%, not Cote), but continued monitoring of director engagement is prudent given Vertiv’s growth and risk profile .

Overall implication: Cote brings deep operating and governance experience and plays an active strategic role as Executive Chairman. Structural safeguards (independent committees, no-hedge/pledge, ownership guidelines, clawbacks) mitigate many conflict risks; however, his non-independence and network interlocks warrant continued focus by investors on the independence and vigor of committee oversight and on any future related-party developments.

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Performance on expert-authored financial analysis tasks

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