ArcBest Management

Management criteria checks 3/4

ArcBest's CEO is Judy McReynolds, appointed in Jan 2010, has a tenure of 14.25 years. total yearly compensation is $6.32M, comprised of 14.3% salary and 85.7% bonuses, including company stock and options. directly owns 0.18% of the company’s shares, worth €5.14M. The average tenure of the management team and the board of directors is 5 years and 8.8 years respectively.

Key information

Judy McReynolds

Chief executive officer

US$6.3m

Total compensation

CEO salary percentage	14.3%
CEO tenure	14.3yrs
CEO ownership	0.2%
Management average tenure	5yrs
Board average tenure	8.8yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Judy McReynolds's remuneration changed compared to ArcBest's earnings?
Date	Total Compensation	Salary	Company Earnings
Dec 31 2023	US$6m	US$900k	US$142m
Sep 30 2023	n/a	n/a	US$133m
Jun 30 2023	n/a	n/a	US$187m
Mar 31 2023	n/a	n/a	US$249m
Dec 31 2022	US$6m	US$849k	US$295m
Sep 30 2022	n/a	n/a	US$324m
Jun 30 2022	n/a	n/a	US$299m
Mar 31 2022	n/a	n/a	US$258m
Dec 31 2021	US$6m	US$824k	US$210m
Sep 30 2021	n/a	n/a	US$172m
Jun 30 2021	n/a	n/a	US$138m
Mar 31 2021	n/a	n/a	US$93m
Dec 31 2020	US$4m	US$800k	US$71m
Sep 30 2020	n/a	n/a	US$42m
Jun 30 2020	n/a	n/a	US$28m
Mar 31 2020	n/a	n/a	US$37m
Dec 31 2019	US$2m	US$744k	US$40m
Sep 30 2019	n/a	n/a	US$61m
Jun 30 2019	n/a	n/a	US$85m
Mar 31 2019	n/a	n/a	US$62m
Dec 31 2018	US$4m	US$709k	US$67m
Sep 30 2018	n/a	n/a	US$88m
Jun 30 2018	n/a	n/a	US$62m
Mar 31 2018	n/a	n/a	US$77m
Dec 31 2017	US$2m	US$660k	US$59m

Compensation vs Market: Judy's total compensation ($USD6.32M) is above average for companies of similar size in the German market ($USD2.56M).

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

CEO

Judy McReynolds (60 yo)

14.3yrs

Tenure

US$6,315,108

Compensation

Ms. Judy R. McReynolds serves as the President and Chief Executive Officer of ArcBest Corporation since January 1, 2010 and as its Chairman of the Board since April 26, 2016. Ms. McReynolds joined ArcBest...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Judy McReynolds	Chairman	14.3yrs	US$6.32m	0.18% $ 5.1m
J. Beasley	Chief Financial Officer	less than a year	US$1.09m	0.0053% $ 150.3k
Michael Newcity	Senior VP & Chief Innovation Officer	13.8yrs	US$1.86m	no data
Dennis Anderson	Chief Strategy Officer	7.3yrs	US$1.87m	0.030% $ 856.5k
Seth Runser	President of ABF Freight Systems	2.8yrs	US$2.03m	0% $ 0
Jason Parks	VP, Controller & Chief Accounting Officer	1.1yrs	no data	0.010% $ 286.9k
R. Humphrey	Vice President of Investor Relations	14.3yrs	no data	no data
Michael Johns	Chief Legal Officer & Corporate Secretary	17yrs	US$797.53k	0.10% $ 2.9m
Erin Gattis	Chief Human Resources Officer	7.8yrs	no data	0.13% $ 3.7m
Steven Leonard	Chief Commercial Officer & President of Asset-Light Logistics	1.1yrs	no data	0.13% $ 3.7m
Amy Mendenhall	Vice President & Treasurer	less than a year	no data	no data
Christopher Adkins	Vice President of Yield Strategy & Management	less than a year	no data	0.0097% $ 274.0k

5.0yrs

Average Tenure

48.5yo

Average Age

Experienced Management: AQY's management team is seasoned and experienced (5 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Judy McReynolds	Chairman	14.3yrs	US$6.32m	0.18% $ 5.1m
Steven Spinner	Lead Independent Director	12.8yrs	US$237.29k	0.018% $ 513.9k
Fredrik Eliasson	Independent Director	4.3yrs	US$207.29k	0.050% $ 1.4m
Craig Philip	Independent Director	12.7yrs	US$211.85k	0.10% $ 2.9m
Janice Stipp	Independent Director	11.5yrs	US$232.29k	0.069% $ 1.9m
Eduardo Conrado	Independent Director	7.4yrs	US$222.29k	0.015% $ 430.5k
Kathleen McElligott	Independent Director	8.8yrs	US$227.29k	0.062% $ 1.7m
Salvatore Abbate	Independent Director	1.3yrs	US$207.29k	no data
Michael Hogan	Independent Director	7.5yrs	US$207.29k	0.085% $ 2.4m

8.8yrs

Average Tenure

61yo

Average Age

Experienced Board: AQY's board of directors are considered experienced (8.8 years average tenure).

ArcBest Management

Management criteria checks 3/4

Key information

Recent management updates

ArcBest Corporation, Annual General Meeting, Apr 26, 2024

Chief Human Resources Officer recently sold €262k worth of stock

Chief Human Resources Officer recently sold €262k worth of stock

Independent Director recently sold €382k worth of stock

Independent Director recently sold €511k worth of stock

President of ABF Freight Systems recently sold €575k worth of stock

Recent updates

ArcBest Declares Quarterly Cash Dividend, Payable on May 24, 2024

ArcBest Corporation to Report Q1, 2024 Results on Apr 30, 2024

Now 20% undervalued

ArcBest Corporation, Annual General Meeting, Apr 26, 2024

Now 25% undervalued

Chief Human Resources Officer recently sold €262k worth of stock

Chief Human Resources Officer recently sold €262k worth of stock

Now 21% undervalued

Fourth quarter dividend of US$0.12 announced

Full year 2023 earnings released: EPS: US$5.92 (vs US$12.13 in FY 2022)

Arcbest Declares Quarterly Dividend, Payable on March 1, 2024

ArcBest Corporation to Report Q4, 2023 Results on Feb 06, 2024

Independent Director recently sold €382k worth of stock

Investor sentiment improves as stock rises 28%

New minor risk - Share price stability

Third quarter 2023 earnings released: EPS: US$1.46 (vs US$3.61 in 3Q 2022)

ArcBest Corporation Declares Quarterly Cash Dividend, Payable on November 22, 2023

ArcBest Corporation to Report Q3, 2023 Results on Oct 27, 2023

Independent Director recently sold €511k worth of stock

President of ABF Freight Systems recently sold €575k worth of stock

Upcoming dividend of US$0.12 per share at 0.4% yield

New minor risk - Profit margin trend

Second quarter 2023 earnings released: EPS: US$1.65 (vs US$4.16 in 2Q 2022)

ArcBest Declares a Quarterly Cash Dividend, Payable on August 23, 2023

Investor sentiment improves as stock rises 17%

ArcBest Corporation to Report Q2, 2023 Results on Jul 28, 2023

ArcBest Corporation to Report Q2, 2023 Results on Jul 28, 2023

Investor sentiment improves as stock rises 17%

ArcBest Corporation Announces Chief Yield Officer Changes

Upcoming dividend of US$0.12 per share at 0.5% yield

First quarter 2023 earnings released: EPS: US$0.78 (vs US$2.82 in 1Q 2022)

Full year 2022 earnings released: EPS: US$12.13 (vs US$8.38 in FY 2021)

Investor sentiment improves as stock rises 16%

ArcBest Declares Quarterly Dividend Payable on February 28, 2023

ArcBest Corporation to Report Q4, 2022 Results on Feb 03, 2023

Arcbest Chief Financial Officer David Cobb to Retire in October 2023

Insider recently sold €603k worth of stock

Insufficient new directors

Upcoming dividend of US$0.12 per share

Third quarter 2022 earnings released: EPS: US$3.61 (vs US$2.49 in 3Q 2021)

Arcbest Corporation Declares Quarterly Dividend, Payable on November 25, 2022

ArcBest Corporation to Report Q3, 2022 Results on Nov 01, 2022

Chairman recently sold €2.2m worth of stock

Independent Director recently sold €439k worth of stock

ArcBest Corporation Announces Resignation of Stephen E. Gorman from the Board

Upcoming dividend of US$0.12 per share

Second quarter 2022 earnings released: EPS: US$4.16 (vs US$2.38 in 2Q 2021)

Arcbest Corporation Declares Quarterly Dividend, Payable on August 24, 2022

ArcBest Corporation to Report Q2, 2022 Results on Jul 29, 2022

First quarter 2022 earnings released: EPS: US$2.82 (vs US$0.92 in 1Q 2021)

Insufficient new directors

ArcBest Corporation to Report Q1, 2022 Results on Apr 29, 2022

Now 21% undervalued after recent price drop

Now 25% undervalued after recent price drop

Independent Director recently sold €393k worth of stock

Now 21% undervalued after recent price drop

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

Upcoming dividend of US$0.08 per share

ArcBest Corporation Declares Quarterly Cash Dividend, Payable on February 25, 2022

Independent Director recently sold €477k worth of stock

VP & CFO recently sold €346k worth of stock

Chief Human Resources Officer recently sold €504k worth of stock

Third quarter 2021 earnings released: EPS US$2.49 (vs US$1.15 in 3Q 2020)

Upcoming dividend of US$0.08 per share

Second quarter 2021 earnings released: EPS US$2.38 (vs US$0.62 in 2Q 2020)

President of ABF Freight Timothy Thorne has left the company

Investor sentiment deteriorated over the past week

Insider recently sold €524k worth of stock

First quarter 2021 earnings released: EPS US$0.92 (vs US$0.075 in 1Q 2020)