Agent skill

Sec Proxy Analysis

by OctagonAI in OctagonAI/skills

Analyze proxy statements (DEF 14A) to extract executive compensation, governance information, and shareholder voting matters using Octagon MCP.

MITAuto-check passed

Install Sec Proxy Analysis

skills CLI
$ npx skills add OctagonAI/skills --skill sec-proxy-analysis -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install OctagonAI/skills sec-proxy-analysis --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/sec-proxy-analysis .claude/skills/sec-proxy-analysis && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
sec-proxy-analysis
GitHub stars
127
Token cost
~2.1k tokens
SKILL.md length
718 words
Files
5 (incl. references)
Skills in repo
53
Repo updated
First seen
Licence
MIT

At a glance

Analyze proxy statements (DEF 14A) to extract executive compensation, governance information, and shareholder voting matters using Octagon MCP.

  • Works in 4 steps: Identify Analysis Parameters → Execute Query via Octagon MCP → Expected Output → …
  • Researching CEO pay
  • SKILL.md covers Prerequisites, Workflow, Example Queries and Proxy Statement Components, plus 5 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Sec Proxy Analysis is an agent skill from OctagonAI/skills. Analyze proxy statements (DEF 14A) to extract executive compensation, governance information, and shareholder voting matters using Octagon MCP. Use when researching CEO pay, board composition, say-on-pay votes, and corporate governance practices.

Its SKILL.md is about 2.1k tokens, which your agent loads only when the skill is triggered. The skill folder holds 5 other files, including reference files (for example `README.md`, `marketplace.json` and `references/interpreting-results.md`).

It works with Model Context Protocol. The repository describes itself as: A collection of Claude skills for agentic financial research by Octagon. The licence is MIT.

When your agent uses it

  • Researching CEO pay
  • Board composition
  • Say-on-pay votes
  • Corporate governance practices

Example prompts

  • “/sec-proxy-analysis”

Workflow steps

4 steps, taken from the step headings in SKILL.md.

  1. Identify Analysis Parameters
  2. Execute Query via Octagon MCP
  3. Expected Output
  4. Interpret Results

What it can do on your machine

Read from SKILL.md and the folder at commit 51e938c. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md (its code samples are json).

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Sec Proxy Analysis loads about 2.1k tokens when it runs, and up to ~4.7k if it reads all its reference files. Until then it costs about 66 tokens; SKILL.md has 718 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~66
When it runs · the whole SKILL.md, loaded when a task matches
~2.1k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~4.7k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from OctagonAI/skills at commit 51e938c, republished under its MIT licence (© OctagonAI). 718 words, ~2,084 tokens.

Download SKILL.mdSave it as .claude/skills/sec-proxy-analysis/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.
name
sec-proxy-analysis
description
Analyze proxy statements (DEF 14A) to extract executive compensation, governance information, and shareholder voting matters using Octagon MCP. Use when researching CEO pay, board composition, say-on-pay votes, and corporate governance practices.

SEC Proxy Analysis

Analyze proxy statements (DEF 14A) to extract executive compensation and governance information for public companies using the Octagon MCP server.

Prerequisites

Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See references/mcp-setup.md for installation instructions.

Workflow

1. Identify Analysis Parameters

Determine the following before querying:

  • Ticker: Stock symbol (e.g., AAPL, MSFT, GOOGL)
  • Focus Area (optional): Compensation, governance, proposals
  • Comparison (optional): Peer companies, prior years
2. Execute Query via Octagon MCP

Use the octagon-agent tool with a natural language prompt:

Extract executive compensation details and governance information from <TICKER>'s latest proxy statement.

MCP Call Format:

json
{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Extract executive compensation details and governance information from TSLA's latest proxy statement."
  }
}
3. Expected Output

The agent returns structured proxy analysis including:

Director Compensation:

  • Stock awards valued at over $3 billion collectively
  • Comparison to peer compensation levels

Governance Framework:

  • Board standards for employees, officers, and directors
  • Governance policies and oversight

Voting Matters:

  • Non-binding votes on executive compensation frequency
  • Director compensation disclosures

Data Sources: octagon-companies-agent, octagon-sec-agent, octagon-web-search-agent

4. Interpret Results

See references/interpreting-results.md for guidance on:

  • Understanding compensation structures
  • Evaluating governance practices
  • Analyzing shareholder proposals
  • Comparing to peer companies

Example Queries

Full Proxy Analysis:

Extract executive compensation details and governance information from TSLA's latest proxy statement.

CEO Compensation Focus:

What is the total compensation for AAPL's CEO in the latest proxy statement?

Board Composition:

Analyze the board of directors composition and independence from MSFT's latest DEF 14A.

Say-on-Pay Results:

What were the say-on-pay voting results for AMZN in their latest proxy?

Peer Comparison:

Compare executive compensation between GOOGL and META based on their latest proxy statements.

Shareholder Proposals:

What shareholder proposals were included in JPM's latest proxy statement and how did they fare?

Proxy Statement Components

Executive Compensation (Item 402)
ComponentDescription
Summary Compensation TableTotal pay for Named Executive Officers (NEOs)
SalaryBase salary amounts
BonusCash bonus payments
Stock AwardsEquity grants at grant date fair value
Option AwardsStock options at grant date fair value
Non-Equity IncentivePerformance-based cash compensation
Pension ValueChange in pension/deferred compensation
All Other CompensationPerks, 401(k) match, insurance
CEO Pay Ratio
ElementDescription
CEO Total CompensationAll-in CEO pay
Median Employee PayMedian worker compensation
Pay RatioCEO pay / median employee pay
Compensation Discussion & Analysis (CD&A)
SectionContent
PhilosophyCompensation objectives and strategy
Pay MixBalance of fixed vs. variable pay
Performance MetricsGoals used for incentive pay
Peer GroupCompanies used for benchmarking
DecisionsRationale for pay decisions
Corporate Governance
AreaDetails
Board CompositionDirectors, independence, diversity
CommitteesAudit, Compensation, Nominating
Leadership StructureChair/CEO separation, lead director
Risk OversightBoard role in risk management
Shareholder RightsVoting standards, proxy access
Shareholder Proposals
TypeCommon Topics
GovernanceBoard declassification, majority voting
EnvironmentalClimate disclosure, emissions targets
SocialHuman rights, DEI reporting
CompensationPay for performance, clawbacks

Compensation Analysis

Pay Components Breakdown
ComponentTypical RangeWhat to Look For
Base Salary10-20%Stability, changes
Cash Bonus15-25%Metrics, achievement
Stock Awards40-60%Vesting, performance
Options5-15%Strike price, term
Other1-5%Perks, benefits
Pay-for-Performance Alignment
MetricStrong AlignmentWeak Alignment
TSR CorrelationPay tracks returnsPay disconnected
Metric RigorChallenging targetsEasy thresholds
VestingPerformance-basedTime-based only
Peer RankMedian positionOutlier high
Show full SKILL.md (290 more words)Show less
Red Flags in Compensation
  1. Excessive perks - Private jets, security, housing
  2. Guaranteed bonuses - No performance link
  3. Option repricing - Underwater options reset
  4. Pension spiking - Inflated pension values
  5. Golden parachutes - Excessive change-in-control pay
  6. Tax gross-ups - Company pays executive taxes

Governance Assessment

Board Quality Indicators
FactorStrong GovernanceWeak Governance
Independence>75% independent<50% independent
DiversityDiverse backgroundsHomogeneous
TenureBalanced mixAll long-tenured
OverboardingLimited seatsDirectors overcommitted
Attendance>90% averageLow attendance
Committee Structure
CommitteeKey OversightBest Practices
AuditFinancials, controlsAll independent, financial experts
CompensationExecutive payAll independent, no interlocks
NominatingBoard compositionIndependent, clear criteria
RiskEnterprise riskDefined charter, regular meetings
Shareholder Rights
RightShareholder-FriendlyConcern
Voting StandardMajority votingPlurality only
Proxy AccessAvailableNot available
Special MeetingsLow thresholdHigh/no threshold
Written ConsentAllowedProhibited
Dual ClassSingle classMulti-class voting

Voting Analysis

Say-on-Pay Voting
Support LevelInterpretation
>90%Strong approval
70-90%Acceptable
50-70%Concerns raised
<50%Failed - action required
Director Elections
Support LevelInterpretation
>95%Strong support
80-95%Normal range
<80%Significant opposition
<50%Failed (if majority vote)
Shareholder Proposals
Support LevelInterpretation
>50%Passed - expect action
30-50%Significant support
20-30%Moderate interest
<20%Limited support

Analysis Tips

  1. Track trends: Compare compensation over 3-5 years, not just one year.

  2. Read the CD&A: Narrative explains rationale behind numbers.

  3. Check peer group: Ensure peers are truly comparable.

  4. Note changes: New compensation elements or governance provisions.

  5. Follow the votes: Declining support signals concerns.

  6. Review related transactions: Conflicts of interest disclosed.

Use Cases

  • Investment analysis: Assess management alignment with shareholders
  • Governance screening: Evaluate board quality and practices
  • Activist research: Identify governance improvement opportunities
  • Compensation benchmarking: Compare pay across companies
  • ESG analysis: Evaluate social and governance factors

© OctagonAI, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 4 other files (references) in skills/sec-proxy-analysis of OctagonAI/skills.

  • SKILL.md
  • README.md
  • marketplace.json
  • references/interpreting-results.md
  • references/mcp-setup.md

Open the folder on GitHubat commit 51e938c

Compare with similar skills

Sec Proxy Analysis next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Sec Proxy Analysis compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Sec Proxy Analysis this skillOctagonAI/skills127—~2.1kAutomated safety check: PassMIT
MCP Server Builderanthropics/skills180k63 repos~2.3kAutomated safety check: PassApache-2.0
MCP Server BuildershareAI-lab/learn-claude-code78k5 repos~1.2kAutomated safety check: PassMIT
MCP Integration for Pluginsanthropics/claude-plugins-official38k11 repos~3.1kAutomated safety check: PassApache-2.0
MCP Developmentcoollabsio/coolify63k1 repos~949Automated safety check: PassMIT
Analyze Logsactivepieces/activepieces25k1 repos~1.6kAutomated safety check: PassMIT

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Questions about Sec Proxy Analysis

What does Sec Proxy Analysis do?

Analyze proxy statements (DEF 14A) to extract executive compensation, governance information, and shareholder voting matters using Octagon MCP. Sec Proxy Analysis is an agent skill from OctagonAI/skills. Analyze proxy statements (DEF 14A) to extract executive compensation, governance information, and shareholder voting matters using Octagon MCP.

When should I use Sec Proxy Analysis?

Sec Proxy Analysis fits situations like: researching CEO pay; board composition; say-on-pay votes; corporate governance practices.

How do I install Sec Proxy Analysis in Claude Code?

Run `npx skills add OctagonAI/skills --skill sec-proxy-analysis -a claude-code`. Or copy the skill folder (skills/sec-proxy-analysis in OctagonAI/skills) into .claude/skills/sec-proxy-analysis in your project. Claude Code loads it when a task matches its description.

How do I install Sec Proxy Analysis in Codex?

Run `npx skills add OctagonAI/skills --skill sec-proxy-analysis -a codex`. Or copy the skill folder (skills/sec-proxy-analysis in OctagonAI/skills) into .agents/skills/sec-proxy-analysis in your project. Codex loads it when a task matches its description.

Can I use Sec Proxy Analysis in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add OctagonAI/skills --skill sec-proxy-analysis -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/sec-proxy-analysis, .gemini/skills/sec-proxy-analysis, .github/skills/sec-proxy-analysis and .opencode/skills/sec-proxy-analysis in your project.

What does Sec Proxy Analysis need to run?

SKILL.md names no scripts, command-line tools or credentials: Sec Proxy Analysis is instructions for the agent only.

Does Sec Proxy Analysis access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Sec Proxy Analysis safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Sec Proxy Analysis use?

Sec Proxy Analysis is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Sec Proxy Analysis use?

About 2.1k tokens (SKILL.md is roughly 8.3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 2.6k tokens, read only when the agent opens those files.

What are the alternatives to Sec Proxy Analysis?

Skills that share tags, products or a category with Sec Proxy Analysis: MCP Server Builder (anthropics/skills, 180k stars), MCP Server Builder (shareAI-lab/learn-claude-code, 78k stars), MCP Integration for Plugins (anthropics/claude-plugins-official, 38k stars) and MCP Development (coollabsio/coolify, 63k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Sec Proxy Analysis?

OctagonAI (a GitHub organization) maintains it in OctagonAI/skills, which has 127 GitHub stars. The repository holds 53 skills in this directory. The repository was last updated on June 5, 2026.

Source: OctagonAI/skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.