This company has been acquired
Oak Street Health Management
Management criteria checks 2/4
Key information
Mike Pykosz
Chief executive officer
US$13.6m
Total compensation
| CEO salary percentage | 4.1% |
| CEO tenure | 11.3yrs |
| CEO ownership | 3.0% |
| Management average tenure | 5.8yrs |
| Board average tenure | 5.3yrs |
Recent management updates
Recent updates
CVS close to acquiring Oak Street Health for $10.5B - WSJ
Feb 07Oak Street Health jumps on report of CVS takeover interest
Jan 09Oak Street Health pares gain on report about takeover chances
Nov 16Oak Street Health Q3 2022 Earnings Preview
Nov 07Oak Street Health downgraded at Goldman Sachs citing cloudy outlook
Sep 12Oak Street Health slips aftermarket on secondary stock offering
Aug 16Oak Street Health Q2 2022 Earnings Preview
Aug 01Oak Street Health Grows Revenue But Struggles With Higher Medical Costs
Dec 22Oak Street Health: Poised For Growth Following RubiconMD Deal
Dec 01CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Dec 31 2022 | US$14m | US$561k | -US$509m |
| Sep 30 2022 | n/a | n/a | -US$515m |
| Jun 30 2022 | n/a | n/a | -US$494m |
| Mar 31 2022 | n/a | n/a | -US$442m |
| Dec 31 2021 | US$886k | US$561k | -US$409m |
| Sep 30 2021 | n/a | n/a | -US$358m |
| Jun 30 2021 | n/a | n/a | -US$282m |
| Mar 31 2021 | n/a | n/a | -US$159m |
| Dec 31 2020 | US$74m | US$579k | -US$120m |
| Sep 30 2020 | n/a | n/a | -US$85m |
| Jun 30 2020 | n/a | n/a | -US$93m |
| Mar 31 2020 | n/a | n/a | -US$145m |
| Dec 31 2019 | US$2m | US$475k | -US$137m |
| Sep 30 2019 | n/a | n/a | -US$119m |
| Dec 31 2018 | US$4m | US$393k | -US$119m |
Compensation vs Market: Mike's total compensation ($USD13.60M) is above average for companies of similar size in the US market ($USD8.32M).
Compensation vs Earnings: Mike's compensation has increased whilst the company is unprofitable.
CEO
Mike Pykosz (40 yo)
11.3yrs
Tenure
US$13,595,138
Compensation
Mr. Michael T. Pykosz, also known as Mike, Co-Founded Oak Street Health, Inc. in 2012 and has been its Chairman & CEO since 2012. He served as President of Oak Street Health, Inc. He co-founded Oak Street...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Chairman | 11.3yrs | US$13.60m | 3.01% $ 287.1m | |
| President & COO | 1.3yrs | US$4.98m | 0.20% $ 19.1m | |
| Chief Innovation Officer & Director | 11.3yrs | US$4.35m | 2.01% $ 191.1m | |
| Chief Financial Officer | 3.8yrs | US$5.11m | 0.57% $ 54.1m | |
| Chief Legal Officer & Secretary | 5.3yrs | US$2.88m | 0.17% $ 16.1m | |
| Chief Information Officer | no data | no data | no data | |
| Head of Investor Relations | no data | no data | no data | |
| Vice President of Public Relations | no data | no data | no data | |
| Chief Medical Officer of Provider Engagement & Director | 10.6yrs | US$40.55m | 1.98% $ 188.6m | |
| Senior Vice President of Accountable Care | no data | no data | no data | |
| Chief Population Health Officer | 6.3yrs | no data | no data | |
| Chief Clinical Officer | 4.4yrs | no data | no data |
5.8yrs
Average Tenure
40yo
Average Age
Experienced Management: OSH's management team is seasoned and experienced (5.8 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Chairman | 11.3yrs | US$13.60m | 3.01% $ 287.1m | |
| Chief Innovation Officer & Director | 11.3yrs | US$4.35m | 2.01% $ 191.1m | |
| Chief Medical Officer of Provider Engagement & Director | 11.3yrs | US$40.55m | 1.98% $ 188.6m | |
| Independent Director | 5.3yrs | US$264.99k | 0.19% $ 18.1m | |
| Independent Lead Director | 8.3yrs | no data | no data | |
| Independent Director | 2.6yrs | US$264.99k | 0.0034% $ 325.8k | |
| Independent Director | 2.8yrs | US$269.99k | 0.014% $ 1.4m | |
| Independent Director | 3.3yrs | US$274.99k | 0.024% $ 2.3m | |
| Independent Director | 8.3yrs | no data | no data | |
| Independent Director | 5.3yrs | US$264.99k | 0.082% $ 7.8m | |
| Independent Director | 2.8yrs | US$249.99k | 0.0057% $ 544.9k |
5.3yrs
Average Tenure
50.5yo
Average Age
Experienced Board: OSH's board of directors are considered experienced (5.3 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2023/05/03 15:21 |
| End of Day Share Price | 2023/05/01 00:00 |
| Earnings | 2022/12/31 |
| Annual Earnings | 2022/12/31 |
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 |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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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Learn about the world class team who designed and built the Simply Wall St analysis model.
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
Oak Street Health, Inc. is covered by 22 analysts. 17 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 |
|---|---|
| Matthew Gillmor | Baird |
| Sarah James | Barclays |
| Kevin Fischbeck | BofA Global Research |