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* THE VALUE IS THE MARKET VALUE AS OF THE LAST DAY OF THE QUARTER FOR WHICH THE 13F WAS FILED.
FUND | NUMBER OF SHARES | VALUE ($) | PUT OR CALL |
---|
DIRECTORS | AGE | BIO | OTHER DIRECTOR MEMBERSHIPS |
---|---|---|---|
RALF H. CRAMER Mr. Cramer has served as Industry Advisor/Consultant at Knowledge Experienced, an automotive and industrial consulting company, since 2018. He has also served as a Senior Consultant at Shenzhen Shentou Investment Co Ltd., a cross-border M&A consultancy and investment company, since 2018. Mr. Cramer has served on the boards of directors of Knorr-Bremse Truck, a subsidiary of Knorr-Bremse A.G., a braking system manufacturer, since December 2018, and Coperion GmbH, a subsidiary of Hillenbrand Group, a technology provider for plastics industry, since Jan 2024. Mr. Cramer served on the board of directors of Metalsa S.A., an automotive solutions provider, from May 2019 to May 2024, on the board of directors of BBS Automation GmbH, an automation solutions provider, from May 2018 to October 2023, as an Executive Board Member of Continental AG, which develops technologies and services for mobility of people and goods, from 2009 to 2017, and as President, Global Division Chassis & Safety from 2008 to 2013. During that time, Mr. Cramer also served as President and CEO of Continental China, an automotive component manufacturer, from 2013 to 2017. Attributes and Skills: Mr. Cramer’s executive experience with multinational companies in the automotive industry and manufacturing operations, as well as his deep experience in China and interactions with Chinese industry leaders, brings an international business perspective to our Board. Mr. Cramer’s extensive knowledge of the global automotive industry and operational, financial, and international leadership experience supports his re-election to our Board. | |||
M. LAUREN BRLAS Ms. Brlas retired from the Newmont Mining Corporation (“Newmont”), a global gold company and producer of copper, silver, zinc, and lead, in December 2016. Ms. Brlas joined Newmont in 2013 and served as Executive Vice President and Chief Financial Officer until October 2016. From 2006 through 2013, Ms. Brlas held various positions of increasing responsibility with Cleveland-Cliffs Inc., a North American producer of iron ore and steel, where ultimately she served as Chief Financial Officer and then as Executive Vice President and President, Global Operations. Attributes and Skills: Ms. Brlas brings significant operational and financial executive leadership experience, including in the natural resources industry, to our Board. This executive leadership experience as well as Ms. Brlas’ extensive background in financial and governance matters supports her re-election to our Board. Other Public Company Directorships: • Autoliv, Inc. (a developer, manufacturer, and marketer of airbags, seatbelts, and steering wheels), 2020 – current • Graphic Packaging International, LLC (a producer of paper-based packaging solutions), 2019 – current • Constellation Energy Corporation (an energy provider), 2022 – 2024 • Exelon Corporation (an energy provider), 2018 – 2022 • Perrigo Company plc (a producer of self-care health solutions), 2003 – 2019 | |||
J. KENT MASTERS, JR. Mr. Masters has served as Chairman and CEO of Albemarle since 2020. He joined the Albemarle Board of Directors in 2015 and served as Lead Independent Director from 2018 to April 2020. Prior to joining Albemarle, Mr. Masters served as Chief Executive Officer of Foster Wheeler AG, a global engineering and construction contractor and power equipment supplier, from 2011 to 2014, when Foster Wheeler AG was acquired by Amec plc to form Amec Foster Wheeler plc. Attributes and Skills: Mr. Masters brings significant global business experience in key industries relevant to our large capital projects, such as engineering and construction, power equipment, and industrial gases, to our Board. Mr. Masters’ global business experience as well as his previous experience in the lithium industry (including his prior service on the board of directors for Rockwood Holdings, Inc.) supports his re-election to our Board. | |||
JAMES J. O'BRIEN Mr. O’Brien served as Chairman of the Board and Chief Executive Officer from 2002 to 2014, as President and C hief Operating Officer in 2002, and as Senior Vice President and Group Operating Officer from 2001 to 2002 of Ashland Inc., a diversified energy company. Mr. O’Brien served as President of Valvoline, a global marketer and supplier of premium branded lubricants and automotive services, from 1995 to 2001. Mr. O’Brien worked at Ashland for 38 years prior to his retirement in December 2014. Attributes and Skills: Mr. O’Brien brings extensive knowledge of the chemical industry and significant experience gained from service on the board of directors of other public companies to our Board. Mr. O’Brien’s industry knowledge and public company board experience as well as his significant management experience and knowledge in the areas of finance, accounting, international business operations, risk oversight, and corporate governance supports his re-election to our Board. Other Public Company Directorships: • Eastman Chemical Company (a specialty chemical company), 2016 – current • Humana Inc. (a managed health care company), 2006 – 2023 | |||
HOLLY A. VAN DEURSEN Ms. Van Deursen served as Group Vice President, Petrochemicals, at BP plc, a global provider of heat, light and mobility products and services, having starting working there in 1989 and holding various senior executive management roles before retiring as a member of the top-forty executive management team from 2000 to 2005. Ms. Van Deursen has twenty-five years of experience in the chemical, oil, and energy industries, including various engineering, manufacturing, and product development roles for Dow Corning Corporation (a chemical and plastics manufacturer and supplier). Attributes and Skills: Ms. Van Deursen brings extensive experience in the chemical, industrial, and contract manufacturing sectors, including from her previous service as a director for companies in the oilfield services, diversified industrial, and packaging sectors, to our Board. Ms. Van Deursen’s experience across sectors as well as her service in executive roles in business management, business development, and mergers & acquisitions in the U.S. and globally supports her re-election to our Board. Other Public Company Directorships: • Kimball Electronics Inc. (a global contract manufacturer of durable goods electronics serving a variety of industries), 2019 – current • Synthomer plc (a global supplier of acrylic and vinyl emulsions and specialty polymers), 2018 – current • Capstone Green Energy Corporation (a global producer of highly efficient, low-emission, resilient microturbine energy systems), Chair 2017 – 2020; director 2007 – 2021 • Enerpac Tool Group (formerly Actuant Corporation) (a diversified industrial company), 2008 – 2020 | |||
GLENDA J. MINOR Ms. Minor has served as Chief Executive Officer and Principal of Silket Advisory Services, a privately owned consulting firm advising companies on financial, strategic and operational initiatives, since 2016. Prior to Silket, she served as Senior Vice President and Chief Financial Officer of Evraz North America Limited, a North American steel manufacturer from 2010 to 2016. Ms. Minor also served as Vice President, Finance, Controller, Chief Accounting Officer, and General Auditor of Visteon Corporation, a global technology company that designs, engineers, and manufactures cockpit electronics and connected car solutions, from 2000 to 2010. She has also served on the board of the Capital Area United Way since 2020. Attributes and Skills: Ms. Minor brings extensive financial and international leadership experience across different industries and different continents to our Board. Ms. Minor’s financial and international leadership experience as well as her in-depth understanding of the preparation and analysis of financial statements and her experience in capital market transactions, accounting, treasury, investor relations, financial and strategic planning, and business expansion supports her re-election to our Board. Other Public Company Directorships: • Radius Recycling (a global provider in the metals recycling industry and a manufacturer of finished steel products), 2020 – current • Curtiss-Wright Corporation (a global provider of products and services in the aerospace & defense and industrial markets), 2019 – current | |||
GERALD A. STEINER Mr. Steiner co-founded CoverCress, Inc., a company developing a new crop for renewable fuels, and served as CEO from 2015 to 2021 and as Executive Chairman from 2021 until its acquisition in 2022. He also manages Alta Grow Consulting LLC, a business consulting firm he founded in 2014. Mr. Steiner served as Executive Vice President, Sustainability and Corporate Affairs at Monsanto Company, a leading global provider of agricultural products for farmers, from 2003 to 2014 and head of corporate strategy prior to that time. Since 2023, he has served as Executive Chair of Pluton BioSciences, an agricultural microbials company, an Advisor for Ilumina Ventures, a genomics and precision health venture firm, as well as serving other AgTech start-up companies. Among other roles, Mr. Steiner has also served at the following organizations: • Chairman, 2012 – 2014, and board member, 2003 – 2014, Food and Agriculture Section of BIO (Biotechnology Industry Organization) • Chairman, 2012 – 2013, board member, 2014, and Trustee Emeritus, 2015 – current, The Keystone Center (a policy center for agriculture, early childhood education, and energy for rural communities) • Co-founder, Field to Market (an agricultural sustainability organization); Executive Chairman of Stony Creek Colors (a plant-based dyes company) since 2021 Attributes and Skills: Mr. Steiner brings extensive experience in the renewable fuels and agricultural industry to our Board. This industry experience as well as Mr. Steiner’s extensive experience in government affairs, global business, and strategy supports his re-election to our Board. | |||
DIARMUID B. O'CONNELL Mr. O'Connell served as Chief Strategy Officer of Fair Financial Corp., an automotive leasing fintech company, from 2018 to 2019. Prior to Fair Financial, Mr. O’Connell served as Vice President, Corporate & Business Development at Tesla Motors Inc., an American electric vehicle manufacturer, energy storage company, and solar panel manufacturer, from 2010 to 2017 and Vice President, Business Development from 2006 to 2010. Mr. O’Connell served as Chief of Staff, Bureau of Political Military Affairs at the U.S. Department of State from 2003 to 2006. Attributes and Skills: Mr. O'Connell brings experience in the electric vehicle and energy storage industry as well as valuable perspectives on global applications of alternative energy that provide insights into the end uses of our products to our Board. This industry knowledge as well as Mr. O'Connell’s background in marketing, government relations, operations, and manufacturing supports his re-election to our Board. Other Public Company Directorships: • Dana Incorporated (a global manufacturer in drivetrain and e-Propulsion systems), 2018 – current • Volvo Car AB (a company that designs, manufactures, and supplies automobiles), 2021 – current • Tech and Energy Transition Corporation (a special purpose acquisition company), 2021 – 2023 | |||
DEAN L. SEAVERS Mr. Seavers has served as a senior advisor at Stifel Financial Corp., a full-service financial services firm, since 2020. Prior to then, Mr. Seavers served as President of National Grid U.S., a U.S. supplier of consumer energy, from 2014 to 2019 and as Executive Director of National Grid plc, a multinational electricity and gas utility company, from 2015 to 2019. Mr. Seavers founded and served as Chief Executive Officer, President and Director of Red Hawk Fire & Security, a provider of life safety and security solutions, from 2012 to 2018, and President of Global Services of the Fire & Security business of United Technologies Corporation, an aerospace and defense company, from 2010 to 2011. Attributes and Skills: Mr. Seavers brings an operational perspective and vision to our Board from a variety of industries representing end uses of our products. Mr. Seavers’ extensive executive leadership and deep energy, fire safety and technology industry experience supports his re-election to our Board. Other Public Company Directorships: • CenterPoint Energy, Inc. (a U.S. public utility holding company), 2024 – current • Ametek, Inc. (a global manufacturer of electronic instruments and electromechanical devices), 2022 – current • PG&E Corporation / Pacific Gas & Electric Company (a holding company of natural gas / electric energy utility company), 2020 – 2022; Chairman, Pacific Gas & Electric Company, 2020 – 2022 • James Hardie Industries plc (a producer and marketer of fiber cement siding and backerboard and of fiber gypsum products), 2021 – 2022 | |||
ALEJANDRO D. WOLFF Mr. Wolff served as Managing Director of Gryphon Partners LLC, a global advisory firm focused on frontier markets, from 2014 to 2016. Prior to Gryphon, he served as U.S. Ambassador to Chile from 2010 to 2013 and U.S. Ambassador to the United Nations from 2005 to 2010. Mr. Wolff has thirty-three years of service in the U.S. Department of State, including service in Algeria, Morocco, Chile, Cyprus, the U.S. Mission to the European Union in Brussels, and as Deputy Chief of Mission and Charge d’Affaires in France. Attributes and Skills: Mr. Wolff brings expertise in international political, economic, and commercial affairs to our Board. This expertise as well as Mr. Wolff’s lithium industry experience (including his prior service on the board of directors for Rockwood Holdings, Inc.) supports his re-election to our Board. Other Public Company Directorships: • Frontier Group Holdings, Inc. (the holding company of Frontier Airlines, an ultra-low cost airline), 2019 – current • PG&E Corporation / Pacific Gas & Electric Company (a holding company of natural gas / electric energy utility company), 2019 – 2020 • Versum Materials, Inc. (an electronic materials company), 2016 – 2019 |
Name and Principal Position |
Year
|
Salary
($) |
Bonus
($) |
Stock Awards
($) |
Option Awards
($) |
Non-Equity Incentive Plan Compensation
($)
|
Change in Pension Value and Nonqualified Deferred Compensation Earnings
($) |
All Other Compensation
($) |
Total
($) |
||||||||||||||||||||
J. Kent Masters, Jr. | 2024 | $ | 1,400,000 | $ | — | $ | 7,880,872 | $ | 2,500,015 | $ | 2,201,850 | $ | — | $ | 385,761 | $ | 14,368,498 | ||||||||||||
Chairman and Chief Executive Officer | 2023 | $ | 1,334,038 | $ | — | $ | 8,232,532 | $ | 2,500,044 | $ | 1,921,915 | $ | — | $ | 483,585 | $ | 14,472,114 | ||||||||||||
2022 | $ | 1,139,346 | $ | — | $ | 5,044,043 | $ | 1,625,022 | $ | 2,929,916 | $ | — | $ | 379,829 | $ | 11,118,156 | |||||||||||||
Neal R. Sheorey | 2024 | $ | 600,000 | $ | — | $ | 1,576,174 | $ | 500,003 | $ | 503,280 | $ | — | $ | 283,879 | $ | 3,463,336 | ||||||||||||
Executive Vice President and Chief Financial Officer | 2023 | $ | 23,077 | $ | 300,000 | $ | 673,959 | $ | — | $ | 73,644 | $ | — | $ | 18,937 | $ | 1,089,617 | ||||||||||||
Melissa H. Anderson | 2024 | $ | 551,250 | $ | — | $ | 985,342 | $ | 312,508 | $ | 462,389 | $ | — | $ | 128,941 | $ | 2,440,430 | ||||||||||||
Executive Vice President, Chief People and Transformation Officer | $ | — | |||||||||||||||||||||||||||
Netha N. Johnson, Jr. | 2024 | $ | 636,571 | $ | — | $ | 1,576,174 | $ | 500,003 | $ | 487,274 | $ | — | $ | 115,065 | $ | 3,315,087 | ||||||||||||
Executive Vice President, Chief Operations Officer | 2023 | $ | 622,420 | $ | — | $ | 1,646,506 | $ | 500,009 | $ | 292,898 | $ | — | $ | 171,936 | $ | 3,233,769 | ||||||||||||
2022 | $ | 576,095 | $ | — | $ | 1,048,012 | $ | 337,554 | $ | 808,365 | $ | — | $ | 124,458 | $ | 2,894,484 | |||||||||||||
Eric W. Norris | 2024 | $ | 640,181 | $ | — | $ | 1,576,174 | $ | 500,003 | $ | 573,730 | $ | — | $ | 144,051 | $ | 3,434,139 | ||||||||||||
Executive Vice President, Chief Commercial Officer | 2023 | $ | 631,973 | $ | — | $ | 1,646,506 | $ | 500,009 | $ | 484,376 | $ | — | $ | 183,781 | $ | 3,446,645 | ||||||||||||
2022 | $ | 601,432 | $ | — | $ | 1,048,012 | $ | 337,554 | $ | 879,222 | $ | — | $ | 169,947 | $ | 3,036,167 | |||||||||||||
Kristin M. Coleman | 2024 | $ | 645,779 | $ | — | $ | 866,877 | $ | 275,009 | $ | — | $ | — | $ | 2,959,135 | $ | 4,746,800 | ||||||||||||
Former Executive Vice President, General Counsel and Corporate Secretary | 2023 | $ | 653,000 | $ | — | $ | 906,236 | $ | 275,064 | $ | 522,400 | $ | — | $ | 193,368 | $ | 2,550,068 | ||||||||||||
2022 | $ | 37,673 | $ | 427,625 | $ | 2,458,484 | $ | — | $ | 88,875 | $ | — | $ | 5,159 | $ | 3,017,816 |
Customers
Customer name | Ticker |
---|---|
American Axle & Manufacturing Holdings, Inc. | AXL |
Aon Plc | AON |
Marsh & McLennan Companies, Inc. | MMC |
Suppliers
Supplier name | Ticker |
---|---|
Tesla, Inc. | TSLA |
Toyota Motor Corporation | TM |
Canaan Inc. | CAN |
General Motors Company | GM |
PACCAR Inc | PCAR |
Honda Motor Co., Ltd. | HMC |
General Motors Company | GM |
PACCAR Inc | PCAR |
Price
Yield
Owner | Position | Direct Shares | Indirect Shares |
---|---|---|---|
Masters J Kent | - | 114,654 | 0 |
Tozier Scott | - | 69,503 | 1,610 |
Masters J Kent | - | 45,996 | 0 |
Johnson Netha N. | - | 42,114 | 0 |
Norris Eric | - | 33,905 | 0 |
Norris Eric | - | 26,596 | 0 |
Crawford Raphael Goszcz | - | 22,117 | 0 |
Fourie Jacobus G. | - | 16,517 | 0 |
NARWOLD KAREN G | - | 10,368 | 559 |
Mummert Mark Richard | - | 6,802 | 0 |
OConnell Diarmuid B. | - | 5,471 | 0 |
LaBauve Donald J. Jr. | - | 5,035 | 12,505 |
Barichivich John Clarence III | - | 4,743 | 1,232 |
Anderson Melissa H. | - | 2,232 | 173 |
Coleman Kristin M. | - | 1,373 | 2,746 |
Sheorey Neal Ravi | - | 1,243 | 0 |