Cheniere Energy Management

Management criteria checks 2/4

Cheniere Energy's CEO is Jack Fusco, appointed in May 2016, has a tenure of 7.92 years. total yearly compensation is $21.57M, comprised of 7.3% salary and 92.7% bonuses, including company stock and options. directly owns 0.31% of the company’s shares, worth $115.23M. The average tenure of the management team and the board of directors is 5.6 years and 2.8 years respectively.

Key information

Jack Fusco

Chief executive officer

US$21.6m

Total compensation

CEO salary percentage	7.3%
CEO tenure	7.9yrs
CEO ownership	0.3%
Management average tenure	5.6yrs
Board average tenure	2.8yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Jack Fusco's remuneration changed compared to Cheniere Energy's earnings?
Date	Total Compensation	Salary	Company Earnings
Dec 31 2023	US$22m	US$2m	US$10b
Sep 30 2023	n/a	n/a	US$12b
Jun 30 2023	n/a	n/a	US$8b
Mar 31 2023	n/a	n/a	US$8b
Dec 31 2022	US$23m	US$2m	US$1b
Sep 30 2022	n/a	n/a	-US$4b
Jun 30 2022	n/a	n/a	-US$3b
Mar 31 2022	n/a	n/a	-US$4b
Dec 31 2021	US$18m	US$2m	-US$2b
Sep 30 2021	n/a	n/a	-US$1b
Jun 30 2021	n/a	n/a	-US$593m
Mar 31 2021	n/a	n/a	-US$67m
Dec 31 2020	US$15m	US$2m	-US$85m
Sep 30 2020	n/a	n/a	US$1b
Jun 30 2020	n/a	n/a	US$1b
Mar 31 2020	n/a	n/a	US$882m
Dec 31 2019	US$17m	US$1m	US$648m
Sep 30 2019	n/a	n/a	-US$224m
Jun 30 2019	n/a	n/a	US$159m
Mar 31 2019	n/a	n/a	US$255m
Dec 31 2018	US$21m	US$1m	US$471m
Sep 30 2018	n/a	n/a	US$531m
Jun 30 2018	n/a	n/a	US$177m
Mar 31 2018	n/a	n/a	-US$90m
Dec 31 2017	US$11m	US$1m	-US$393m

Compensation vs Market: Jack's total compensation ($USD21.57M) is above average for companies of similar size in the UK market ($USD5.62M).

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

CEO

Jack Fusco (61 yo)

7.9yrs

Tenure

US$21,565,074

Compensation

Mr. Jack A. Fusco served as the Chief Executive Officer and President at Cheniere Energy Partners LP Holdings, LLC since May 12, 2016 September 2018. He serves as Director (since June 2016), President (sin...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Jack Fusco	President	7.9yrs	US$21.57m	0.31% $ 115.2m
Zach Davis	Executive VP & CFO	3.7yrs	US$5.89m	0.044% $ 16.3m
J. Grindal	Executive VP & COO	1.3yrs	US$6.98m	0.062% $ 22.9m
Sean Markowitz	Executive VP	8.5yrs	US$5.46m	0.034% $ 12.6m
Anatol Feygin	Executive VP & Chief Commercial Officer	7.6yrs	US$5.45m	0.092% $ 33.8m
David Slack	VP & Chief Accounting Officer	2.2yrs	no data	0.0052% $ 1.9m
Randy Bhatia	Vice President of Investor Relations	no data	no data	no data
Deanna Newcomb	Chief Compliance & Ethics Officer and VP of Internal Audit	no data	no data	no data
Eric Bensaude	Managing Director of Commercial Operations & Portfolio Optimization	no data	no data	no data
Ramzi Mroueh	Managing Director of Origination	no data	no data	no data
Mitch Price	VP & Chief Security Risk Officer	no data	no data	no data
Robin Dane	Chief Risk Officer	no data	no data	no data

5.6yrs

Average Tenure

51yo

Average Age

Experienced Management: 0HWH's management team is seasoned and experienced (5.6 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Jack Fusco	President	7.8yrs	US$21.57m	0.31% $ 115.2m
Gary Botta	Independent Chairman of the Board	13.7yrs	US$490.03k	0.018% $ 6.5m
Donald Robillard	Independent Director	9.6yrs	US$325.16k	0.020% $ 7.4m
Neal Shear	Independent Director	9.8yrs	US$315.17k	0.013% $ 4.9m
Lorraine Mitchelmore	Independent Director	2.8yrs	US$295.17k	0.0023% $ 859.0k
Brian Edwards	Independent Director	1.5yrs	US$295.07k	0.00088% $ 323.0k
Scott Peak	Director	no data	no data	no data
Denise Gray	Independent Director	less than a year	US$295.18k	0.00087% $ 319.4k
Patricia Collawn	Independent Director	2.8yrs	US$295.18k	no data

2.8yrs

Average Tenure

61yo

Average Age

Experienced Board: 0HWH's board of directors are not considered experienced ( 2.8 years average tenure), which suggests a new board.

Cheniere Energy Management

Management criteria checks 2/4

Key information

Recent management updates

Cheniere Energy, Inc., Annual General Meeting, May 23, 2024

High number of new directors

Cheniere Energy, Inc. Announces Executive Changes, with Effect from March 2, 2023

Independent Director recently sold US$382k worth of stock

Cheniere Energy, Inc. Announces Executive Changes

Cheniere Energy, Inc. and Cheniere Energy Partners, L.P. Announce the Promotion of Corey Grindal to Executive Vice President and Chief Operating Officer, Effective January 2, 2023

Recent updates

Fourth quarter dividend of US$0.43 announced

Cheniere Energy, Inc. Declares Quarterly Cash Dividend, Payable on May 17, 2024

Cheniere Energy, Inc., Annual General Meeting, May 23, 2024

Cheniere Energy, Inc. to Report Q1, 2024 Results on May 03, 2024

Full year 2023 earnings released: EPS: US$41.00 (vs US$5.69 in FY 2022)

Cheniere Energy, Inc. Declares Quarterly Dividend, Payable on February 23, 2024

Third quarter 2023 earnings released: EPS: US$7.08 (vs US$9.54 loss in 3Q 2022)

Cheniere Energy, Inc. Increases Quarterly Dividend, Payable on November 17, 2023

Cheniere Energy, Inc. to Report Q3, 2023 Results on Nov 02, 2023

Second quarter 2023 earnings released: EPS: US$5.65 (vs US$2.92 in 2Q 2022)

Upcoming dividend of US$0.40 per share at 1.0% yield

Cheniere Energy, Inc. Declares Quarterly Dividend, Payable on August 16, 2023

Cheniere Energy, Inc. to Report Q2, 2023 Results on Aug 03, 2023

Cheniere Energy, Inc.(NYSEAM:LNG) dropped from Russell Small Cap Comp Value Index

High number of new directors

First quarter 2023 earnings released: EPS: US$22.28 (vs US$3.41 loss in 1Q 2022)

Now 23% undervalued after recent price drop

Full year 2022 earnings released: EPS: US$5.69 (vs US$9.25 loss in FY 2021)

Cheniere Energy, Inc. Announces Executive Changes, with Effect from March 2, 2023

Cheniere Energy, Inc. Declares Quarterly Cash Dividend, Payable on February 27, 2023

Cheniere Energy, Inc. to Report Q4, 2022 Results on Feb 23, 2023

Independent Director recently sold US$382k worth of stock

Third quarter 2022 earnings released: US$9.54 loss per share (vs US$4.27 loss in 3Q 2021)

Upcoming dividend of US$0.40 per share

Cheniere Energy, Inc. Quarterly Dividend, Payable on November 16, 2022

Cheniere Energy, Inc. to Report Q3, 2022 Results on Nov 03, 2022

Cheniere Energy, Inc. Announces Executive Changes

Cheniere Energy, Inc. and Cheniere Energy Partners, L.P. Announce the Promotion of Corey Grindal to Executive Vice President and Chief Operating Officer, Effective January 2, 2023

Independent Chairman of the Board recently sold US$1.5m worth of stock

Second quarter 2022 earnings released: EPS: US$2.92 (vs US$1.30 loss in 2Q 2021)

Upcoming dividend of US$0.33 per share

Cheniere Energy, Inc. Declares Quarterly Dividend, Payable on August 16, 2022

Cheniere Energy, Inc. to Report Q2, 2022 Results on Aug 04, 2022

Cheniere Energy, Inc. Announces Resignation of Andrew Teno from the Board of Directors and All Committees

First quarter 2022 earnings released: US$3.41 loss per share (vs US$1.55 profit in 1Q 2021)

Cheniere Energy, Inc. Declares Quarterly Dividend, Payable on May 17, 2022

Cheniere Energy, Inc., Annual General Meeting, May 12, 2022

Cheniere Energy, Inc. to Report Q1, 2022 Results on May 04, 2022

Cheniere Energy, Inc. Announces Management Changes

Independent Director recently sold US$1.4m worth of stock

Cheniere Energy, Inc. Announces Executive Changes

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

Cheniere Energy, Inc. Provides Earnings Forecast for the Full Year 2022

Independent Director recently sold US$256k worth of stock

Third quarter 2021 earnings released: US$4.27 loss per share (vs US$1.84 loss in 3Q 2020)

Cheniere Energy, Inc. Declares an Inaugural Quarterly Dividend, Payable on November 17, 2021

Second quarter 2021 earnings released: US$1.30 loss per share (vs US$0.78 profit in 2Q 2020)

Independent Director Nuno Brandolini has left the company

Senior Vice President of Operations recently sold US$1.8m worth of stock

Independent Director recently sold US$755k worth of stock

Cheniere to Provide Cargo Emissions Data to LNG Customers

Full year 2020 earnings released: US$0.34 loss per share (vs US$2.53 profit in FY 2019)

Revenue beats expectations

Independent Director has left the company

Cheniere Energy, Inc. Announces Board Changes

Cheniere Energy, Inc. to Report Q4, 2020 Results on Feb 24, 2021

Cheniere Mourns Passing of Board Member Michele Evans

Investor sentiment improved over the past week

Cheniere Energy, Inc. to Report Q3, 2020 Results on Nov 06, 2020

Cheniere Energy, Inc. Announces Directorate Changes

Cheniere Energy, Inc. announced that it expects to receive $1 billion in funding from a group of investors

Cheniere Energy, Inc. Announces Assessment of Sabine Pass Facility Shows No Significant Damage to Facility Executing Plan to Safely Restart LNG Production

Senior Vice President of Operations recently sold US$503.1k worth of stock

Cheniere Energy, Inc. to Report Q2, 2020 Results on Aug 06, 2020

Cheniere Energy, Inc.(AMEX:LNG) dropped from Russell 3000 Value Index

CEO Compensation Analysis

CEO

Tenure

Compensation