Casella Waste Systems Management

Management criteria checks 4/4

Casella Waste Systems' CEO is John Casella, appointed in Jan 1993, has a tenure of 31.33 years. total yearly compensation is $4.12M, comprised of 15.7% salary and 84.3% bonuses, including company stock and options. directly owns 0.89% of the company’s shares, worth €44.11M. The average tenure of the management team and the board of directors is 2.3 years and 11.8 years respectively.

Key information

John Casella

Chief executive officer

US$4.1m

Total compensation

CEO salary percentage	15.7%
CEO tenure	31.3yrs
CEO ownership	0.9%
Management average tenure	2.3yrs
Board average tenure	11.8yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has John Casella's remuneration changed compared to Casella Waste Systems's earnings?
Date	Total Compensation	Salary	Company Earnings
Mar 31 2024	n/a	n/a	US$18m
Dec 31 2023	n/a	n/a	US$25m
Sep 30 2023	n/a	n/a	US$36m
Jun 30 2023	n/a	n/a	US$40m
Mar 31 2023	n/a	n/a	US$52m
Dec 31 2022	US$4m	US$647k	US$53m
Sep 30 2022	n/a	n/a	US$54m
Jun 30 2022	n/a	n/a	US$47m
Mar 31 2022	n/a	n/a	US$41m
Dec 31 2021	US$4m	US$628k	US$41m
Sep 30 2021	n/a	n/a	US$95m
Jun 30 2021	n/a	n/a	US$94m
Mar 31 2021	n/a	n/a	US$94m
Dec 31 2020	US$4m	US$610k	US$91m
Sep 30 2020	n/a	n/a	US$37m
Jun 30 2020	n/a	n/a	US$35m
Mar 31 2020	n/a	n/a	US$34m
Dec 31 2019	US$3m	US$575k	US$32m
Sep 30 2019	n/a	n/a	US$9m
Jun 30 2019	n/a	n/a	US$19m
Mar 31 2019	n/a	n/a	US$9m
Dec 31 2018	US$3m	US$536k	US$6m
Sep 30 2018	n/a	n/a	US$40m
Jun 30 2018	n/a	n/a	US$30m
Mar 31 2018	n/a	n/a	-US$25m
Dec 31 2017	US$3m	US$525k	-US$22m

Compensation vs Market: John's total compensation ($USD4.12M) is about average for companies of similar size in the German market ($USD3.29M).

Compensation vs Earnings: John's compensation has been consistent with company performance over the past year.

CEO

John Casella (72 yo)

31.3yrs

Tenure

US$4,120,071

Compensation

Mr. John W. Casella has been the Chief Executive Officer of Casella Waste Systems, Inc. since 1993 and also serves as its Secretary. Mr. Casella has been Chief Executive Officer of Casella Waste Management...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
John Casella	Chairman	31.3yrs	US$4.12m	0.89% $ 44.1m
Edmond Coletta	President	1.8yrs	US$4.23m	0.28% $ 14.0m
Shelley Sayward	Senior VP & General Counsel	3.3yrs	US$1.14m	0.029% $ 1.4m
Paul Ligon	Senior VP & Chief Revenue Officer	2.3yrs	US$738.80k	0.037% $ 1.9m
Sean Steves	Senior VP & COO of Solid Waste Operations	5.3yrs	US$731.08k	0.0095% $ 468.3k
Bradford Helgeson	Executive VP & CFO	less than a year	no data	no data
Kevin Drohan	VP & Chief Accounting Officer	2.1yrs	no data	0.0053% $ 264.6k
Keith S. Landau	Senior VP & Chief Information Officer	less than a year	no data	no data
Michael Viani	Vice President of Business Development & Special Waste	13.3yrs	no data	no data
Kelley Robinson	Senior Vice President of Human Resources	2.8yrs	no data	no data
Jeffrey Stein	Senior Vice President of Corporate Affairs	less than a year	no data	no data
Jason Mead	Senior VP of Finance & Treasurer	2.3yrs	no data	no data

2.3yrs

Average Tenure

48yo

Average Age

Experienced Management: WA3's management team is considered experienced (2.3 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
John Casella	Chairman	31.3yrs	US$4.12m	0.89% $ 44.1m
Joseph Doody	Lead Independent Director	19.8yrs	US$222.50k	0.012% $ 590.5k
Douglas Casella	Vice Chairman	31.3yrs	no data	1.08% $ 53.3m
Emily Nagle Green	Independent Director	11.8yrs	US$202.50k	0.046% $ 2.3m
William Hulligan	Independent Director	8.7yrs	US$210.00k	0.021% $ 1.1m
Michael Burke	Independent Director	16.3yrs	US$210.00k	0.024% $ 1.2m
Michael Battles	Independent Director	4.4yrs	US$200.00k	0.0078% $ 384.7k
Gary Sova	Independent Director	2.9yrs	US$197.21k	0.0042% $ 207.2k
Rose Kirk	Independent Director	3.8yrs	US$196.85k	0.0070% $ 346.2k

11.8yrs

Average Tenure

67yo

Average Age

Experienced Board: WA3's board of directors are seasoned and experienced ( 11.8 years average tenure).

Casella Waste Systems Management

Management criteria checks 4/4

Key information

Recent management updates

Casella Waste Systems, Inc., Annual General Meeting, Jun 06, 2024

Chairman recently sold €1.7m worth of stock

Casella Waste Systems, Inc. Appoints Bradford J. Helgeson as Chief Financial Officer, Effective November 6, 2023

Casella Waste Systems, Inc. Appoints Bradford J. Helgeson as Executive Vice President, Effective November 6, 2023

President & CFO recently sold €753k worth of stock

Chairman recently sold €2.7m worth of stock

Recent updates

Casella Waste Systems, Inc. Reaffirms Earnings Guidance for the Year Ending December 31, 2024

First quarter 2024 earnings released: US$0.071 loss per share (vs US$0.069 profit in 1Q 2023)

Casella Waste Systems, Inc., Annual General Meeting, Jun 06, 2024

Casella Waste Systems, Inc. to Report Q1, 2024 Results on Apr 25, 2024

Now 21% overvalued after recent price rise

Chairman recently sold €1.7m worth of stock

Full year 2023 earnings released: EPS: US$0.46 (vs US$1.03 in FY 2022)

Casella Waste Systems, Inc. Provides Earnings Guidance for the Year Ending December 31, 2024

Casella Waste Systems, Inc. to Report Q4, 2023 Results on Feb 15, 2024

Casella Waste Systems, Inc. Appoints Bradford J. Helgeson as Chief Financial Officer, Effective November 6, 2023

Casella Waste Systems, Inc. Appoints Bradford J. Helgeson as Executive Vice President, Effective November 6, 2023

Third quarter 2023 earnings released: EPS: US$0.31 (vs US$0.44 in 3Q 2022)

Casella Waste Systems, Inc. to Report Q3, 2023 Results on Nov 01, 2023

President & CFO recently sold €753k worth of stock

Chairman recently sold €2.7m worth of stock

Insufficient new directors

New minor risk - Earnings quality

Casella Waste Systems, Inc. Revises Earnings Guidance for the Year Ending December 31, 2023

Second quarter 2023 earnings released: EPS: US$0.10 (vs US$0.34 in 2Q 2022)

Casella Waste Systems, Inc. to Report Q2, 2023 Results on Jul 27, 2023

New major risk - Revenue and earnings growth

Casella Waste Systems, Inc. has completed a Follow-on Equity Offering in the amount of $450.000009 million.

New minor risk - Shareholder dilution

Casella Waste Systems, Inc. (NasdaqGS:CWST) entered in an asset purchase agreement to acquire Assets of Consolidated Waste Services, LLC for approximately $220 million.

First quarter 2023 earnings released: EPS: US$0.069 (vs US$0.081 in 1Q 2022)

Full year 2022 earnings released: EPS: US$1.03 (vs US$0.80 in FY 2021)

Casella Waste Systems, Inc. Provides Earnings Guidance for the Fiscal Year 2023

Casella Waste Systems, Inc. to Report Q4, 2022 Results on Feb 16, 2023

Casella Waste Systems, Inc. Announces First Electric Refuse Vehicle in Vermont

Vice Chairman recently sold €4.1m worth of stock

Vice Chairman recently sold €4.1m worth of stock

Third quarter 2022 earnings released: EPS: US$0.44 (vs US$0.31 in 3Q 2021)

Casella Waste Systems, Inc. Raises Earnings Guidance for the Fiscal Year 2022

Now 21% undervalued

Casella Waste Systems, Inc. to Report Q3, 2022 Results on Oct 27, 2022

Vice Chairman recently sold €1.7m worth of stock

President & CFO recently sold €819k worth of stock

Second quarter 2022 earnings released: EPS: US$0.34 (vs US$0.23 in 2Q 2021)

Casella Waste Systems, Inc. Revises Earnings Guidance for the Fiscal Year 2022

Casella Waste Systems, Inc. to Report Q2, 2022 Results on Jul 28, 2022

Casella Waste Systems, Inc.(NasdaqGS:CWST) dropped from Russell 2000 Value-Defensive Index

First quarter 2022 earnings released: EPS: US$0.081 (vs US$0.084 in 1Q 2021)

Casella Waste Systems Announces Senior Leadership Succession Plan

Casella Waste Systems, Inc., Annual General Meeting, Jun 02, 2022

Casella Waste Systems, Inc. to Report Q1, 2022 Results on Apr 28, 2022

Casella Waste Systems, Inc. Announces Appointment of Kevin J. Drohan as Chief Accounting Officer

Senior VP recently sold €1.4m worth of stock

Casella Waste Systems, Inc. (NasdaqGS:CWST) acquired Assets of Northstar Pulp & Paper Co., Inc., Northstar Disposal Corp. and Real Estate Holdings from Northstar Pulp & Paper Co., Inc. and Northstar Disposal Corp.

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Casella Waste Systems, Inc. Provides Earnings Guidance for the Year Ending December 31, 2022 2022

President & COO recently sold €2.4m worth of stock

Third quarter 2021 earnings released: EPS US$0.31 (vs US$0.31 in 3Q 2020)

Chairman recently sold €6.5m worth of stock

Second quarter 2021 earnings released: EPS US$0.23 (vs US$0.25 in 2Q 2020)

Casella Waste Systems, Inc.(NasdaqGS:CWST) dropped from Russell 2000 Dynamic Index

Independent Director James Callahan has left the company

Independent Director James O'Connor has left the company

First quarter 2021 earnings released: EPS US$0.084 (vs US$0.02 in 1Q 2020)

Casella Waste Systems, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2021

New 90-day high: €51.52

Independent Director recently sold €208k worth of stock

Full year 2020 earnings released: EPS US$1.87 (vs US$0.67 in FY 2019)

Revenue beats expectations

Casella Waste Systems, Inc. to Report Q4, 2020 Results on Feb 18, 2021

New 90-day low: €45.47

President & COO recently sold €1.0m worth of stock

Third-quarter earnings released: Revenue beats expectations

Third quarter earnings released

Casella Waste Systems, Inc. Announces A Permit Expansion at its North Country Landfill