U.S. Global Investors Management
Management criteria checks 3/4
U.S. Global Investors' CEO is Frank Holmes, appointed in Oct 1989, has a tenure of 35.25 years. total yearly compensation is $786.00K, comprised of 60.1% salary and 39.9% bonuses, including company stock and options. directly owns 19.25% of the company’s shares, worth €6.11M. The average tenure of the management team and the board of directors is 10.3 years and 32.7 years respectively.
Key information
Frank Holmes
Chief executive officer
US$786.0k
Total compensation
| CEO salary percentage | 60.1% |
| CEO tenure | 35.3yrs |
| CEO ownership | 19.3% |
| Management average tenure | 10.3yrs |
| Board average tenure | 32.7yrs |
Recent management updates
Recent updates
CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Sep 30 2024 | n/a | n/a | US$2m |
| Jun 30 2024 | US$786k | US$472k | US$1m |
| Mar 31 2024 | n/a | n/a | US$2m |
| Dec 31 2023 | n/a | n/a | US$3m |
| Sep 30 2023 | n/a | n/a | US$3m |
| Jun 30 2023 | US$1m | US$434k | US$3m |
| Mar 31 2023 | n/a | n/a | US$826k |
| Dec 31 2022 | n/a | n/a | -US$2m |
| Sep 30 2022 | n/a | n/a | US$1m |
| Jun 30 2022 | US$2m | US$424k | US$3m |
| Mar 31 2022 | n/a | n/a | US$10m |
| Dec 31 2021 | n/a | n/a | US$19m |
| Sep 30 2021 | n/a | n/a | US$32m |
| Jun 30 2021 | US$4m | US$422k | US$32m |
| Mar 31 2021 | n/a | n/a | US$29m |
| Dec 31 2020 | n/a | n/a | US$19m |
| Sep 30 2020 | n/a | n/a | US$959k |
| Jun 30 2020 | US$551k | US$422k | -US$4m |
| Mar 31 2020 | n/a | n/a | -US$6m |
| Dec 31 2019 | n/a | n/a | -US$3m |
| Sep 30 2019 | n/a | n/a | -US$6m |
| Jun 30 2019 | US$472k | US$422k | -US$3m |
| Mar 31 2019 | n/a | n/a | -US$4m |
| Dec 31 2018 | n/a | n/a | -US$6m |
| Sep 30 2018 | n/a | n/a | -US$2m |
| Jun 30 2018 | US$787k | US$422k | US$647k |
Compensation vs Market: Frank's total compensation ($USD786.00K) is above average for companies of similar size in the German market ($USD464.61K).
Compensation vs Earnings: Frank's compensation has been consistent with company performance over the past year.
CEO
Frank Holmes (69 yo)
35.3yrs
Tenure
US$786,000
Compensation
Mr. Frank Edward Holmes serves as Chief Executive Officer at U.S. Global Investors, Inc. since October 1989 and its Chief Investment Officer since June 1999. As Chief Investment Officer at US Global, he ov...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, Chief Investment Officer & Director | 35.3yrs | US$786.00k | 19.25% € 6.1m | |
| Chief Financial Officer | 11.5yrs | US$319.00k | 0.24% € 74.8k | |
| Public Relations Leader | no data | no data | no data | |
| Chief Compliance Officer | no data | no data | no data | |
| Head Trader | 9yrs | no data | no data | |
| Senior Mining Analyst & Portfolio Manager | no data | no data | no data | |
| Portfolio Manager | no data | no data | no data |
10.3yrs
Average Tenure
Experienced Management: UGL's management team is seasoned and experienced (10.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, Chief Investment Officer & Director | 35.3yrs | US$786.00k | 19.25% € 6.1m | |
| Independent Director | 27.6yrs | US$85.00k | 0.13% € 41.1k | |
| Independent Chairman of the Board & Director | 35.3yrs | US$196.00k | 0.021% € 6.6k | |
| Independent Vice Chairman of the Board & Director | 30.1yrs | US$85.00k | 0.47% € 149.7k |
32.7yrs
Average Tenure
73.5yo
Average Age
Experienced Board: UGL's board of directors are seasoned and experienced ( 32.7 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/01/08 03:33 |
| End of Day Share Price | 2025/01/08 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2024/06/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
U.S. Global Investors, Inc. is covered by 1 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Raghavendra Welankiwaris | Virtua Research Inc. |