Goodman Group Management

Management criteria checks 2/4

Goodman Group's CEO is Greg Goodman, appointed in Aug 1998, has a tenure of 26.25 years. total yearly compensation is A$14.97M, comprised of 9.7% salary and 90.3% bonuses, including company stock and options. directly owns 1.93% of the company’s shares, worth €816.85M. The average tenure of the management team and the board of directors is 15.8 years and 5.6 years respectively.

Key information

Greg Goodman

Chief executive officer

AU$15.0m

Total compensation

CEO salary percentage	9.7%
CEO tenure	26.3yrs
CEO ownership	1.9%
Management average tenure	15.8yrs
Board average tenure	5.6yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Greg Goodman's remuneration changed compared to Goodman Group's earnings?
Date	Total Compensation	Salary	Company Earnings
Jun 30 2024	AU$15m	AU$1m	-AU$99m
Mar 31 2024	n/a	n/a	AU$72m
Dec 31 2023	n/a	n/a	AU$243m
Sep 30 2023	n/a	n/a	AU$901m
Jun 30 2023	AU$14m	AU$1m	AU$2b
Mar 31 2023	n/a	n/a	AU$2b
Dec 31 2022	n/a	n/a	AU$3b
Sep 30 2022	n/a	n/a	AU$3b
Jun 30 2022	AU$16m	AU$1m	AU$3b
Mar 31 2022	n/a	n/a	AU$3b
Dec 31 2021	n/a	n/a	AU$3b
Sep 30 2021	n/a	n/a	AU$3b
Jun 30 2021	AU$13m	AU$1m	AU$2b
Mar 31 2021	n/a	n/a	AU$2b
Dec 31 2020	n/a	n/a	AU$2b
Sep 30 2020	n/a	n/a	AU$2b
Jun 30 2020	AU$12m	AU$1m	AU$2b
Mar 31 2020	n/a	n/a	AU$2b
Dec 31 2019	n/a	n/a	AU$2b
Sep 30 2019	n/a	n/a	AU$2b
Jun 30 2019	AU$13m	AU$1m	AU$2b
Mar 31 2019	n/a	n/a	AU$2b
Dec 31 2018	n/a	n/a	AU$1b
Sep 30 2018	n/a	n/a	AU$1b
Jun 30 2018	AU$11m	AU$1m	AU$1b

Compensation vs Market: Greg's total compensation ($USD9.89M) is above average for companies of similar size in the German market ($USD5.20M).

Compensation vs Earnings: Greg's compensation has increased whilst the company is unprofitable.

CEO

Greg Goodman (61 yo)

26.3yrs

Tenure

AU$14,974,300

Compensation

Mr. Gregory Leith Goodman, also known as Greg, serves as Chief Executive Officer of Goodman Logistics (HK) Limited. Mr. Goodman has been the Chief Executive Officer of Goodman Limited since July 1995. Mr....

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Gregory Goodman	Group CEO & Director	26.3yrs	AU$14.97m	1.93% € 816.6m
Nick Vrondas	Group Chief Financial Officer	15.8yrs	AU$7.83m	0.016% € 6.7m
Nicholas Kurtis	Group Head of Equities	16.8yrs	AU$9.21m	0.016% € 6.6m
Anthony Rozic	Deputy Group CEO	14.3yrs	AU$9.53m	0.033% € 14.0m
Daniel Cornelius Peeters	Executive Director of Corporate & Director	no data	AU$8.12m	no data
James Inwood	Group Executive & Head of Stakeholder Relations	no data	AU$1.02m	no data
Carl Bicego	Group Head of Legal & Risk	18.1yrs	no data	no data
Michelle Chaperon	Head of Group Corporate Communications	no data	no data	no data
Alison Brink	Group General Manager of Marketing & Communications	18.8yrs	no data	no data
John Taylor	Group General Manager of Human Resources	14.3yrs	no data	no data
Paul McGarry	Head of Asia	8.3yrs	no data	no data
Charles Crossland	Managing Director of UK	13.8yrs	no data	no data

15.8yrs

Average Tenure

54yo

Average Age

Experienced Management: MY4's management team is seasoned and experienced (15.8 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Gregory Goodman	Group CEO & Director	26.3yrs	AU$14.97m	1.93% € 816.6m
Anthony Rozic	Deputy Group CEO	11.8yrs	AU$9.53m	0.033% € 14.0m
Daniel Cornelius Peeters	Executive Director of Corporate & Director	11.8yrs	AU$8.12m	no data
Carl Bicego	Group Head of Legal & Risk	no data	no data	no data
Stephen Johns	Independent Non-Executive Chairman of the Board	7.8yrs	AU$625.00k	0.0022% € 907.7k
Mark Johnson	Independent Non-Executive Director	4.4yrs	AU$340.00k	0.00078% € 329.3k
Belinda Robson	Independent Director	1.7yrs	AU$270.00k	0.00050% € 211.1k
Hilary Spann	Independent Non-Executive Director	2.6yrs	AU$270.00k	0.00069% € 291.3k
David Collins	Independent Director	6.8yrs	no data	0.00026% € 109.8k
Christopher Green	Independent Non-Executive Director	5.6yrs	AU$320.00k	0.0041% € 1.7m
Vanessa Liu	Independent Director	2.4yrs	AU$270.00k	0.00010% € 42.2k
George Zoghbi	Independent Director	1.6yrs	AU$270.00k	no data

5.6yrs

Average Tenure

56yo

Average Age

Experienced Board: MY4's board of directors are considered experienced (5.6 years average tenure).

Goodman Group Management

Management criteria checks 2/4

Key information

Recent management updates

Deputy Group CEO recently sold €2.8m worth of stock

Group CEO & Director recently sold €33m worth of stock

Group CEO & Director recently sold €20m worth of stock

Deputy Group CEO recently sold €1.9m worth of stock

Group CEO & Director recently sold €12m worth of stock

Deputy Group CEO recently sold €7.2m worth of stock

Recent updates

Deputy Group CEO recently sold €2.8m worth of stock

Group CEO & Director recently sold €33m worth of stock

Chinese Test Investor Reportedly Appetite for Their $5 Billion Goodman Stake

Now 22% undervalued after recent price drop

Goodman Group Provides Dividend Guidance for the Fiscal Year 2025

Full year 2024 earnings released: AU$0.052 loss per share (vs AU$0.83 profit in FY 2023)

Now 21% undervalued

First half dividend of AU$0.15 announced

Group CEO & Director recently sold €20m worth of stock

Now 21% undervalued

First half 2024 earnings released: AU$0.12 loss per share (vs AU$0.58 profit in 1H 2023)

Upcoming dividend of AU$0.15 per share at 1.2% yield

Goodman Group Announces Distribution for the Six Month Period Ended December 31, 2023, Payable on February 23, 2024

Deputy Group CEO recently sold €1.9m worth of stock

Goodman Group to Report First Half, 2024 Results on Feb 15, 2024

Group CEO & Director recently sold €12m worth of stock

Deputy Group CEO recently sold €7.2m worth of stock

New minor risk - Profit margin trend

Goodman Group Provides Distribution Guidance for the Fiscal Year 2024

Full year 2023 earnings released: EPS: AU$0.83 (vs AU$1.83 in FY 2022)

Goodman Group to Report Fiscal Year 2023 Final Results on Sep 28, 2023

Upcoming dividend of AU$0.15 per share at 1.5% yield

Goodman Group Announces Fully Paid Ordinary/Units Stapled Securities Dividend for the Six Months Ended June 30, 2023, Payment Date of August 29, 2023

Board Member recently sold €12m worth of stock

Insider recently sold €248k worth of stock

Goodman Group Provides Earnings Guidance for the Year 2023

High number of new directors

Now 20% undervalued after recent price drop

Now 21% undervalued

Independent Non-Executive Director recently bought €64k worth of stock

Group CEO & Director recently sold €16m worth of stock

First half 2023 earnings released: EPS: AU$0.58 (vs AU$1.08 in 1H 2022)

Upcoming dividend of AU$0.15 per share

Goodman Group Announces Dividend for the Period of Six Months Ending December 31, 2022, Payable on February 24, 2023

Goodman Group to Report Fiscal Year 2023 Results on Aug 17, 2023

Independent Non-Executive Director recently bought €53k worth of stock

Insider recently sold €219k worth of stock

Goodman Group Announces Board and Committee Changes

Full year 2022 earnings released

Goodman Group Provides Group Earnings Guidance for the Fiscal Year 2023

Goodman Group Announces Dividend for the Six Months Ending June 30, 2022, Payable on August 25, 2022

Insufficient new directors

Goodman Group Appoints Vanessa Liu as Director

Independent Director recently bought €63k worth of stock

Insufficient new directors

First half 2022 earnings: EPS in line with analyst expectations despite revenue beat

Goodman Group Provides Earnings Guidance for the Fiscal Year 2022

Upcoming dividend of AU$0.15 per share

Deputy Group CEO recently sold €4.2m worth of stock

Deputy Group CEO recently sold €5.8m worth of stock

Group CEO & Director recently sold €2.6m worth of stock

Deputy Group CEO recently bought €3.8m worth of stock

Full year 2021 earnings released: EPS AU$1.25 (vs AU$0.82 in FY 2020)

Upcoming dividend of AU$0.15 per share

Group CEO & Director recently sold €7.3m worth of stock

Goodman Group Reaffirms Earnings Guidance for the Full Year 2021

New 90-day low: €10.65

LOGOS Reportedly Taps Moelis in Bid for Milestone Logistics

Goodman Group (ASX:GMG) signed an agreement to acquire Lower Half of an Kowloon East Industrial Building from Samson Paper Holdings Limited (SEHK:731) for HKD 570 million.

Keppel REIT (Australia) Sub-Trust 6 completed the acquisition of Pinnacle Office Park located at Macquarie Park, New South Wales from Goodman Australia Industrial Trust No. 3, managed by Goodman Group (ASX:GMG).

Goodman Group to Report First Half, 2021 Results on Feb 19, 2021

Deputy Group CEO recently sold €1.4m worth of stock

New 90-day high: €11.55

Independent Director recently bought €55k worth of stock

Group CEO & Director recently sold €11m worth of stock

Insider recently bought €55k worth of stock

Goodman Group to Report Q1, 2021 Results on Nov 05, 2020

Deputy Group CEO recently sold €5.7m worth of stock

New 90-day high: €11.48